Vanguard Total Intl Bond ETFBNDXETF

13F holders, Q2 2025 (June 30)
986holders +56
117new positions
72sold out
5famous investors
$47.73avg. 13F price*

At the end of Q2 2025, 986 institutions reported holding Vanguard Total Intl Bond ETF (BNDX) in their 13F filings, up 56 from Q1 2025. 117 opened new positions and 72 sold out. The largest holders were JPMorgan Chase & Co. ($12.0B), Bank of America Corp. ($6.3B) and Vanguard Group Inc. ($3.4B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard Total Intl Bond ETF
CUSIP
92203J407
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 837Q1 2024Q2 2024: 832Q2 2024Q3 2024: 864Q3 2024Q4 2024: 933Q4 2024Q1 2025: 930Q1 2025Q2 2025: 986Q2 2025Q3 2025: 991Q3 2025Q4 2025: 1,085Q4 2025Q1 2026: 1,126Q1 2026Q2 2026: 1,117Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions117$363.3M
Exits72$66.2M

All 13F filers, Q1 2025 → Q2 2025: 54,252,641 shares bought and 7,731,361 shares sold, net +46,521,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 986 holders

JPMorgan Chase & Co. 0.83% Add +5.1% 242,242,270 $12.0B
Bank of America Corp. 0.51% Add +0.9% 126,881,852 $6.3B
Vanguard Group Inc. 0.06% Add +9.2% 69,168,144 $3.4B
Envestnet Asset Management Inc. 0.90% Add +3.0% 61,993,523 $3.1B
Mercer Global Advisors Inc. 2.91% Add +6.9% 26,149,010 $1.3B
Betterment LLC 1.85% Reduce -4.6% 17,523,971 $867.6M
Sei Investments Co. 0.59% Add +3.6% 10,194,717 $504.7M
LPL Financial LLC 0.17% Add +8.9% 10,140,088 $502.0M
Envestnet Portfolio Solutions, Inc. 1.65% Reduce -8.6% 9,035,690 $447.4M
Royal Bank of Canada 0.08% Add +3.1% 8,134,348 $402.7M
Empower Advisory Group, LLC 1.09% Add +4.2% 7,343,917 $363.6M
Alliancebernstein L.P. 0.12% Add +36.9% 7,253,882 $359.1M
Savant Capital, LLC 2.40% Add +11.3% 6,733,245 $333.4M
Assetmark, Inc. 0.67% Add +2.9% 5,742,153 $284.3M
Bank of New York Mellon Corp 0.04% Add +4.5% 4,727,291 $234.0M
Cetera Investment Advisers 0.38% Add +6.7% 4,514,193 $223.5M
Lincoln National Corp. 6.16% Reduce -0.7% 4,099,678 $203.0M
Morgan Stanley 0.01% Add +3.9% 3,891,902 $192.7M
Cambridge Investment Research Advisors, Inc. 0.40% Add +0.1% 2,641,442 $130.8M
Venturi Wealth Management, LLC 6.29% Add +36224.0% 2,571,741 $127.3M
Ameriprise Financial Inc. 0.03% Add +138.3% 2,447,972 $121.2M
&partners 0.90% Add +42.7% 2,362,294 $117.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.96% Add +93.3% 2,147,552 $106.3M
Ally Invest Advisors Inc. 7.96% Add +2.5% 2,063,311 $102.2M
Tiaa Trust, National Association 0.26% New 2,007,061 $99.4M
Vestmark Advisory Solutions, Inc. 1.33% Add +120.1% 1,862,622 $92.2M
Osaic Holdings, Inc. 0.16% Add +50.9% 1,792,541 $88.6M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +35.1% 1,784,939 $88.4M
Janney Montgomery Scott LLC 0.22% Add +1.4% 1,696,212 $84.0M
Sensible Financial Planning & Management, LLC. 15.09% Add +2.8% 1,605,019 $79.5M
P/E Global LLC 15.63% Add +6.1% 1,518,013 $75.2M
MML Investors Services, LLC 0.22% Add +0.4% 1,517,783 $75.1M
Apella Capital, LLC 1.89% Reduce -17.8% 1,413,879 $69.7M
Alaska Permanent Capital Management, LLC 5.07% Add +3.1% 1,323,899 $65.4M
Hardy Reed LLC 4.91% Add +2.1% 1,236,615 $61.2M
Raymond James Financial Inc. 0.02% Add +43.7% 1,231,025 $60.9M
Symmetry Partners, LLC 7.45% Add +12.7% 1,222,395 $60.5M
Prime Capital Investment Advisors, LLC 0.80% Reduce -3.8% 1,218,267 $60.3M
Horizon Investments, LLC 0.94% Add +235.2% 1,203,898 $59.4M
CX Institutional 2.01% Add +89.0% 1,163,511 $57.6M
OneDigital Investment Advisors LLC 0.61% Add +1173.1% 1,107,322 $54.8M
Capstone Financial Advisors, Inc. 3.02% Reduce -0.2% 1,050,398 $52.0M
Country Trust Bank 1.16% Add +0.1% 1,048,041 $51.9M
Partners in Financial Planning 9.32% Add +5.0% 1,020,401 $50.5M
US Bancorp \de 0.06% Reduce -0.9% 1,014,147 $50.2M
Pure Financial Advisors, LLC 0.86% Add +2.0% 989,643 $49.0M
CreativeOne Wealth, LLC 1.28% Add +53.1% 985,436 $48.8M
Wells Fargo & Company 0.01% Reduce -11.2% 955,339 $47.3M
Retirement Investment Advisors, Inc. 4.09% Add +5.9% 917,482 $45.4M
Commonwealth Equity Services, LLC 0.06% Reduce -8.2% 908,073 $45.0M
PDS Planning, Inc 3.30% Add +6.3% 894,660 $44.3M
Eclectic Associates Inc. 9.40% Add +2.1% 873,521 $43.2M
Truist Financial Corp. 0.06% Add +14.4% 796,712 $39.4M
Hamilton Point Investment Advisors, LLC 6.34% New 777,344 $38.5M
Citigroup Inc. 0.03% Add +16.8% 771,156 $38.2M
Corient Private Wealth LP 0.05% Reduce -6.5% 750,642 $37.2M
Northern Trust Corp. 0.01% Add +5694.0% 730,679 $36.2M
1832 Asset Management L.P. 0.06% Add +2.7% 719,342 $35.6M
Hantz Financial Services, Inc. 0.57% Reduce -6.7% 716,306 $35.5M
UBS Group AG 0.01% Add +22.8% 711,434 $35.2M
NewEdge Advisors, LLC 0.18% Reduce -0.8% 689,338 $34.1M
Valmark Advisers, Inc. 0.45% Add +1.5% 657,216 $32.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +4.5% 654,539 $32.4M
Efficient Advisors, LLC 1.92% Reduce -0.2% 649,572 $32.2M
Avion Wealth 7.17% Add +7.4% 635,447 $31.5M
Orion Porfolio Solutions, LLC 0.26% Add +2.2% 611,633 $30.3M
Clark Asset Management, LLC 4.11% Add +9.3% 609,721 $30.2M
Phillips Financial Management, LLC 2.18% Reduce -0.0% 606,529 $30.0M
True Link Financial Advisors, LLC 2.01% Add +2.6% 588,571 $29.1M
Sagespring Wealth Partners, LLC 0.62% Add +0.0% 28,603,475 $28.7M
Marotta Asset Management 5.71% Reduce -3.1% 574,702 $28.5M
Stifel Financial Corp. 0.03% Add +2.7% 561,114 $27.8M
Renaissance Technologies 0.04% New 559,200 $27.7M
Northwest & Ethical Investments L.P. 0.68% Add +93.2% 555,110 $27.5M
Human Investing LLC 4.25% Add +4.1% 545,326 $27.0M
MilWealth Group LLC 6.85% Add +0.0% 537,292 $26.6M
Wedmont Private Capital 1.11% Add +3.0% 529,679 $26.1M
Trek Financial, LLC 1.73% Add +424.4% 522,448 $25.9M
Full Sail Capital, LLC 1.48% Add +6.5% 516,297 $25.6M
Financiere des Professionnels - Fonds d'investissement inc. 1.52% New 508,000 $25.2M
Burrus Financial Services, Inc. 12.03% Add +1.3% 507,916 $25.1M
HSBC Holdings PLC 0.02% Add +361.2% 496,979 $24.6M
Alaska Wealth Advisors, LLC 3.48% Reduce -4.6% 490,069 $24.3M
Hassell Wealth Management, LLC 8.75% Add +7.3% 486,359 $23.9M
Silver Oak Advisory Group, Inc. 11.39% Add +3.1% 474,856 $23.5M
Ascent Group, LLC 0.88% Add +366.6% 458,440 $22.7M
Evolution Advisers, Inc. 10.77% Add +2.7% 443,873 $22.0M
Burton Enright Welch 3.79% New 441,911 $21.9M
Discipline Wealth Solutions, LLC 8.36% Add +10.0% 441,039 $21.8M
Avior Wealth Management, LLC 0.73% Add +1.6% 426,946 $21.1M
Cwm, LLC 0.07% Add +13.1% 424,200 $21.0M
Oak Hill Wealth Advisors, LLC 4.27% Add +4.5% 418,438 $20.6M
Cranbrook Wealth Management, LLC 4.34% Reduce -2.9% 410,836 $20.3M
Atria Investments, Inc 0.24% Add +9.6% 410,259 $20.3M
GeoWealth Management, LLC 0.79% Reduce -2.3% 409,064 $20.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.2% 406,974 $20.1M
Kestra Advisory Services, LLC 0.10% Add +14.6% 399,474 $19.8M
Wiser Wealth Management, Inc 4.94% Add +6.2% 398,643 $19.7M
Flagstone Financial Management 5.62% Add +8.2% 395,760 $19.6M
Sanctuary Advisors, LLC 0.12% Add +198.7% 395,568 $19.6M
Bank of Montreal 0.01% Reduce -0.8% 394,431 $19.5M
Mariner, LLC 0.03% Add +0.1% 392,869 $19.4M
BlackRock, Inc. 0.00% Reduce -0.1% 387,347 $19.2M
Total Wealth Planning, LLC 2.40% Add +1.0% 384,067 $19.0M
Vise Technologies, Inc. 0.78% — 381,715 $18.9M
Market Street Wealth Management Advisors LLC 3.04% Reduce -17.7% 376,548 $18.6M
EverSource Wealth Advisors, LLC 0.84% Add +1.3% 373,805 $18.5M
FIL Ltd 0.02% Add +10.6% 373,312 $18.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.21% Add +71.1% 373,081 $18.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -3.7% 368,666 $18.2M
First Horizon Advisors, Inc. 0.46% Add +3.4% 361,313 $17.9M
Financial Advisors Network, Inc. 2.66% Reduce -5.9% 355,901 $17.6M
Coldstream Capital Management Inc. 0.29% Add +11213.7% 355,025 $17.6M
Jones Financial Companies LLLP 0.01% Add +20.3% 354,158 $17.5M
Luminvest Wealth Management LLC 6.06% Add +3.7% 341,459 $16.9M
Waterford Advisors, LLC 6.15% Reduce -99.2% 2,671 $16.6M
Refined Wealth Management 11.41% Add +0.3% 335,394 $16.6M
Parker Financial LLC 7.12% Add +4.5% 332,773 $16.5M
Cerity Partners LLC 0.03% Add +207.4% 314,450 $15.6M
Grove Street Fiduciary, LLC 7.50% Reduce -1.0% 314,144 $15.6M
Lifeworks Advisors, LLC 2.31% Add +8.9% 312,881 $15.5M
RMR Wealth Builders 1.41% Add +8.4% 312,452 $15.5M
Goldman Sachs Group Inc. 0.00% Reduce -18.0% 307,462 $15.2M
Park Avenue Securities LLC 0.14% Add +2.9% 299,130 $14.8M
Prospera Capital Management, LLC 8.15% Add +6.2% 297,855 $14.7M
Summit Wealth Group, LLC 3.78% Add +1.5% 297,240 $14.7M
Creative Planning 0.01% Reduce -2.1% 289,663 $14.3M
ShankerValleau Wealth Advisors, Inc. 4.09% Add +1.6% 289,365 $14.3M
Financial Architects, LLC 8.68% Add +1.6% 288,555 $14.3M
Ade, LLC 7.48% Reduce -1.4% 284,142 $14.1M
Blue Barn Wealth, LLC 6.61% Add +0.1% 281,694 $14.0M
Ballentine Capital Advisors, Inc 6.62% Reduce -0.1% 282,195 $14.0M
Bay Harbor Wealth Management, LLC 4.04% Reduce -1.8% 281,582 $13.9M
Voya Investment Management LLC 0.02% Reduce -4.2% 279,295 $13.8M
HighTower Advisors, LLC 0.02% Reduce -16.3% 277,854 $13.8M
Net Worth Advisory Group 3.01% Add +7.5% 274,486 $13.6M
Rinkey Investments 3.98% Add +2.1% 267,625 $13.3M
Atmos Advisory, LLC 8.40% Add +3.9% 266,147 $13.2M
SigFig Wealth Management, LLC 0.43% Reduce -11.5% 265,554 $13.1M
Janus Henderson Group PLC 0.01% No change 262,849 $13.0M
Tenret Co LLC 7.09% Add +6.1% 262,614 $13.0M
Cambridge Advisors Inc. 2.57% Reduce -1.3% 248,675 $12.3M
Silver Coast Investments LLC 4.42% Add +0.4% 245,766 $12.2M
Alps Advisors Inc. 0.07% Reduce -0.6% 242,463 $12.0M
Patriot Investment Management Group, Inc. 0.83% Add +2.0% 241,640 $12.0M
Weitzel Financial Services, Inc. 5.06% Add +1.3% 241,947 $11.9M
Wealthspire Retirement, LLC 0.77% Add +1103.6% 235,594 $11.7M
Dynamic Advisor Solutions LLC 0.36% Add +2.4% 235,286 $11.6M
Breakwater Investment Management 4.46% Add +4.0% 232,895 $11.5M
Sequoia Financial Advisors, LLC 0.08% Reduce -60.8% 230,047 $11.4M
Brookstone Capital Management 0.15% Add +14.8% 229,254 $11.4M
Comerica Bank 0.04% Reduce -12.2% 224,959 $11.1M
Nwam LLC 0.64% Add +78.0% 221,153 $10.9M
BNP Paribas Financial Markets 0.01% Reduce -12.8% 218,775 $10.8M
American Financial & Tax Strategies Inc. 5.60% Reduce -4.8% 218,726 $10.8M
Atria Wealth Solutions, Inc. 0.24% Reduce -79.4% 217,272 $10.8M
Mutual Advisors, LLC 0.27% Add +10.4% 218,111 $10.7M
Goldstein Advisors, LLC 1.44% New 216,808 $10.7M
Brooklyn FI, LLC 2.70% Add +10.7% 212,473 $10.5M
Sovereign Financial Group, Inc. 2.15% Add +5.7% 210,665 $10.4M
Bfsg, LLC 1.15% Add +3.2% 208,411 $10.3M
Farther Finance Advisors, LLC 0.21% Add +10.8% 207,905 $10.3M
Aspire Private Capital, LLC 2.36% Reduce -6.3% 204,846 $10.1M
Eq Wealth Advisors, LLC 6.83% Add +17381.3% 202,434 $10.0M
Golden Bell Financial Planning LLC 9.42% Reduce -0.8% 202,119 $10.0M
Legacy Financial Group, Inc. 2.95% Add +5.7% 201,360 $10.0M
Aletheian Wealth Advisors LLC 4.89% Add +5.7% 200,915 $9.9M
Perigon Wealth Management, LLC 0.23% Add +213.5% 200,339 $9.9M
Addison Advisors LLC 2.48% Add +2.9% 200,326 $9.9M
Trust Co 1.09% Reduce -4.6% 195,836 $9.7M
FC Advisory LLC 2.97% Add +0.5% 194,103 $9.6M
Strategic Investment Advisors / MI 0.93% Reduce -4.5% 193,848 $9.6M
Elevatus Welath Management 3.19% New 193,427 $9.6M
Stokes Family Office, LLC 1.00% New 192,207 $9.5M
Transamerica Financial Advisors, LLC 0.89% Add +0.6% 191,672 $9.5M
Rockefeller Capital Management L.P. 0.02% Add +64.3% 191,140 $9.5M
RFG Advisory, LLC 0.22% Reduce -10.8% 191,064 $9.5M
BIP Alliance, LLC 3.49% Reduce -3.9% 183,379 $9.1M
Avantax Advisory Services, Inc. 0.05% Add +4.8% 183,297 $9.1M
Geneos Wealth Management Inc. 0.22% Add +2.0% 182,168 $9.0M
Arcadia Wealth Management, LLC 3.92% Add +5.6% 181,187 $9.0M
Sigma Planning Corp 0.27% Reduce -2.0% 179,951 $8.9M
Security Financial Services, INC. 1.54% Add +481.7% 175,624 $8.7M
J.W. Cole Advisors, Inc. 0.18% Add +90.9% 173,445 $8.6M
Cooper/Haims Advisors, LLC 4.20% Add +2.7% 172,401 $8.5M
Riversedge Advisors, LLC 1.67% Reduce -4.6% 172,375 $8.5M
Topel & Distasi Wealth Management, LLC 4.46% Reduce -11.5% 171,915 $8.5M
Topsail Wealth Management, LLC 1.54% Add +4.5% 170,680 $8.5M
Morton Brown Family Wealth, LLC 2.55% Add +5.4% 169,512 $8.4M
CFS Investment Advisory Services, LLC 0.67% New 166,519 $8.2M
Forum Private Client Group LLC 3.15% Add +8.3% 165,258 $8.2M
Lodestar Private Asset Management LLC 0.94% Add +3.9% 165,133 $8.2M
Fairway Wealth LLC 2.60% Add +120.8% 339,707 $8.1M
Somnio Financial Group, LLC 5.79% — 163,392 $8.1M
AE Wealth Management LLC 0.06% Add +97.1% 163,319 $8.1M
Johnson & White Wealth Management, LLC 4.06% Add +1.7% 162,725 $8.1M
Columbia River Financial Group, LLC 5.13% Reduce -2.4% 160,328 $7.9M
Hilltop Partners LLC 2.39% New 159,427 $7.9M
Camden National Bank 1.13% Add +10.6% 158,070 $7.8M
Leading Edge Financial Planning LLC 2.16% Add +5.6% 156,845 $7.8M
Gould Capital, LLC 5.11% Reduce -0.0% 154,447 $7.6M
ABLE Financial Group, LLC 1.83% Add +6.4% 153,160 $7.6M
Seeds Investor LLC 1.77% Add +16.3% 152,532 $7.6M
Econ Financial Services Corp 3.87% Add +1.4% 151,757 $7.5M
Concurrent Investment Advisors, LLC 0.15% Add +16.0% 151,522 $7.5M
Modera Wealth Management, LLC 0.09% Add +2.7% 147,788 $7.3M
rebel Financial LLC 3.34% — 147,756 $7.3M
First Heartland Consultants, Inc. 0.65% Add +18.3% 147,478 $7.3M
Smartleaf Asset Management LLC 0.63% Reduce -0.2% 145,641 $7.2M
Elevated Capital Advisors, LLC 2.02% No change 147,478 $7.2M
Deutsche Bank AG 0.00% Add +22.3% 144,029 $7.1M
Triad Wealth Partners, LLC 1.44% New 143,689 $7.1M
Founders Financial Securities LLC 0.54% Add +174.9% 142,742 $7.1M
Level Financial Advisors 2.19% Add +20.9% 142,332 $7.0M
Stephens Inc. 0.10% Add +348.8% 141,784 $7.0M
Physician Wealth Solutions Inc. 3.23% Reduce -1.3% 140,742 $7.0M
Bear Mountain Capital, Inc. 2.49% Add +0.9% 141,022 $6.9M
City State Bank 2.17% Reduce -3.8% 139,852 $6.9M
Omega Financial Group, LLC 2.47% Add +0.9% 138,403 $6.9M
McLean Asset Management Corp 1.79% Add +16.4% 138,333 $6.8M
AllSquare Wealth Management LLC 3.77% Reduce -3.3% 135,708 $6.7M
Tribridge Partners Financial LLC 3.82% — 131,341 $6.5M
Van Eck Associates Corp. 0.01% Reduce -34.0% 128,077 $6.3M
Arkansas Financial Group, Inc. 0.97% Add +5.3% 126,044 $6.2M
Valpey Financial Services, LLC 4.29% — 125,204 $6.2M
Csenge Advisory Group 0.33% Add +2.4% 124,929 $6.2M
Retirement Wealth Solutions LLC 4.48% Reduce -2.7% 123,902 $6.1M
M Holdings Securities, Inc. 1.05% Add +8.3% 123,767 $6.1M
Hilltop Holdings Inc. 0.39% Reduce -4.1% 123,162 $6.1M
Strategic Blueprint, LLC 0.30% Add +627.8% 122,505 $6.1M
Parr McKnight Wealth Management Group, LLC 0.83% Add +17.3% 121,872 $6.0M
Seneschal Advisors, LLC 4.74% Add +1.5% 121,436 $6.0M
Prospect Financial Group LLC 6.27% Reduce -0.3% 121,035 $6.0M
Plum Street Advisors, LLC 2.64% Add +1.1% 120,894 $6.0M
Chesapeake Wealth Management 1.97% Add +0.0% 119,093 $5.9M
Upper Left Wealth Management, LLC 3.92% Add +0.1% 118,578 $5.9M
Principal Securities, Inc. 0.11% Add +22.2% 115,486 $5.7M
Auour Investments LLC 1.96% Reduce -0.3% 115,129 $5.7M
Harbour Investments, Inc. 0.14% Add +12.2% 114,886 $5.7M
Brooklyn Investment Group 0.74% Add +1745.2% 114,586 $5.7M
Sage Rhino Capital LLC 1.18% Add +2.6% 112,673 $5.6M
AMG National Trust Bank 0.15% Add +2.6% 112,264 $5.6M
Arax Advisory Partners 0.25% Add +74.5% 111,389 $5.5M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -29.5% 111,051 $5.5M
D.A. Davidson & Co. 0.04% Add +2.9% 110,766 $5.5M
Scotia Capital Inc. 0.03% Reduce -1.7% 110,406 $5.5M
Acorn Creek Capital LLC 2.27% Add +15.8% 110,296 $5.5M
Triumph Capital Management 1.63% Add +3.3% 109,897 $5.4M
Horizons Wealth Management 3.93% Add +1.5% 109,726 $5.4M
Chandler Asset Management, Inc. 0.96% Reduce -0.4% 109,460 $5.4M
FPC Investment Advisory, Inc. 3.30% Add +15.3% 107,002 $5.3M
Midwest Capital Advisors, LLC 2.74% New 105,111 $5.2M
W.H. Cornerstone Investments Inc. 3.29% Reduce -37.3% 104,882 $5.2M
Baird Financial Group, Inc. 0.01% Add +10.2% 104,552 $5.2M
Bokf, NA 0.08% Add +1.6% 103,387 $5.1M
VestGen Advisors, LLC 0.20% Reduce -8.6% 102,458 $5.1M
Compound Planning, Inc. 0.19% Add +35.5% 101,636 $5.0M
Brighton Securities Corp. 2.73% Add +11.9% 100,711 $5.0M
Evergreen Private Wealth LLC 2.06% Add +6.6% 99,068 $4.9M
Braun-Bostich & Associates Inc. 3.35% Add +8.9% 99,052 $4.9M
Fort Vancouver Investment Management, LLC 3.30% Reduce -1.5% 97,635 $4.8M
Baron Financial Group, LLC 2.81% Add +2.5% 96,655 $4.8M
ONE Advisory Partners, LLC 1.58% New 96,304 $4.7M
CGN Advisors LLC 0.42% Add +7.1% 95,363 $4.7M
TrueWealth Financial Partners 2.60% Reduce -33.7% 95,173 $4.7M
Beacon Financial Group 0.49% New 94,819 $4.7M
TSA Wealth Managment LLC 1.71% New 94,623 $4.7M
Focus Partners Wealth 0.01% Add +278.3% 94,101 $4.7M
Ruedi Wealth Management, Inc. 1.38% Add +8.0% 93,617 $4.6M
Level Wealth Management LLC 2.69% Add +14.6% 93,509 $4.6M
Neumann Capital Management, LLC 1.46% Add +1.1% 93,462 $4.6M
World Investment Advisors 0.10% Add +14.9% 93,267 $4.6M
BCGM Wealth Management, LLC 1.28% New 91,686 $4.5M
Manuka Financial, LLC 2.47% Add +7.5% 91,622 $4.5M
Center For Asset Management LLC 2.78% Reduce -34.6% 91,734 $4.5M
Veery Capital, LLC 1.54% Add +3.8% 90,649 $4.5M
Factor Wealth Management LTD 1.23% Add +10.5% 90,574 $4.5M
Wealthfront Advisers LLC 0.01% Add +108.3% 90,253 $4.5M
Gotham Asset Management 0.03% No change 90,174 $4.5M
Focus Partners Advisor Solutions, LLC 0.06% Add +25.7% 90,153 $4.5M
Rovin Capital /Ut/ 1.35% Add +44.0% 89,885 $4.5M
LMG Wealth Partners, LLC 0.91% Add +0.9% 88,989 $4.4M
Scarborough Advisors, LLC 0.87% New 88,621 $4.4M
AdvisorNet Financial, Inc 0.28% Add +7.3% 88,410 $4.4M
Ancora Advisors LLC 0.09% No change 87,926 $4.4M
Merit Financial Group, LLC 0.05% Add +42.6% 87,179 $4.3M
Grey Fox Wealth Advisors, LLC 1.03% Add +6.4% 86,989 $4.3M
Prudential PLC 0.03% Reduce -7.7% 86,815 $4.3M
KMG Fiduciary Partners, LLC 0.32% Add +0.8% 86,808 $4.3M
Interactive Financial Advisors, Inc. 2.08% Reduce -3.5% 86,326 $4.3M
Petix & Botte Co 1.04% Reduce -3.4% 85,842 $4.3M
Financial Engines Advisors L.L.C. 0.01% Add +3.9% 85,600 $4.2M
Zeit Capital LLC 3.01% Add +0.9% 85,159 $4.2M
NYL Investors LLC 1.20% Add +1.4% 84,091 $4.2M
Bush Investment Group, LLC 2.77% New 83,245 $4.1M
Private Advisor Group, LLC 0.02% Reduce -11.9% 81,468 $4.0M
Morningstar Investment Management LLC 0.35% New 81,366 $4.0M
Exencial Wealth Advisors, LLC 0.14% Add +4.7% 81,069 $4.0M
Stone Summit Wealth LLC 1.23% Add +1.1% 80,469 $4.0M
K2 Financial Inc. 3.49% Add +4.8% 80,485 $4.0M
Simon Quick Advisors, LLC 0.20% Add +364.6% 79,791 $4.0M
Friedenthal Financial 2.09% Add +8.2% 76,984 $3.8M
Natixis Advisors, LLC 0.01% Add +8.8% 75,850 $3.8M
Brucke Financial, Inc. 2.59% Add +3.2% 75,357 $3.7M
Drucker Wealth 3.0, LLC 0.71% Reduce -16.4% 74,964 $3.7M
Martel Wealth Advisors LLC 0.68% Reduce -1.6% 74,456 $3.7M
Integrated Advisors Network LLC 0.17% Add +38.1% 74,244 $3.7M
HT Partners LLC 1.12% Reduce -2.3% 74,080 $3.7M
Note Advisors, LLC 2.52% Add +8.4% 73,507 $3.6M
PFG Advisors 0.17% Reduce -9.1% 72,885 $3.6M
AlphaStar Capital Management, LLC 0.25% Reduce -7.1% 72,876 $3.6M
Cary Street Partners Financial LLC 0.10% Add +6.3% 94,018 $3.5M
Sharper & Granite LLC 1.34% Add +3.0% 71,455 $3.5M
Schroder Investment Management Group 0.00% Add +10.0% 70,313 $3.5M
Beacon Harbor Wealth Advisors, Inc. 0.86% Reduce -8.7% 69,839 $3.5M
JNBA Financial Advisors 0.33% Reduce -14.9% 69,362 $3.4M
Lanark Financial, Inc. 0.28% Add +207.6% 68,008 $3.4M
Emergent Wealth Advisors, LLC 2.14% Add +2.9% 65,760 $3.3M
Atlatl Advisers LLC 1.58% Reduce -0.5% 67,568 $3.3M
McNaughton Wealth Management, LLC 1.47% New 66,612 $3.3M
Strategic Financial Planning, Inc. 2.05% Add +3.5% 66,557 $3.3M
SWP Financial LLC 1.78% New 65,604 $3.2M
MAI Capital Management 0.02% Reduce -9.7% 64,595 $3.2M
XY Planning Network, Inc. 1.08% Add +200.5% 64,364 $3.2M
Freedom Investment Management, Inc. 0.25% Add +8.7% 64,247 $3.2M
WealthCare Investment Partners, LLC 1.12% Add +4.2% 63,142 $3.1M
Robinswood Financial LLC 1.10% Reduce -4.7% 62,898 $3.1M
Watershed Private Wealth LLC 1.11% New 61,789 $3.1M
Conrad Siegel Investment Advisors, Inc. 0.68% Add +156.1% 61,229 $3.0M
RiverGlades Family Offices LLC 1.98% Add +12.6% 60,820 $3.0M
Five Pine Wealth Management 2.18% Add +9.1% 59,188 $2.9M
Hexagon Capital Partners LLC 0.65% Add +2.8% 58,872 $2.9M
Avant Financial Advisors LLC 2.39% Add +8.3% 58,563 $2.9M
Elevation Wealth Partners, LLC 1.13% Add +5.2% 57,974 $2.9M
Franklin Resources Inc. 0.00% Reduce -0.8% 57,069 $2.8M
WealthShield Partners, LLC 0.34% New 56,949 $2.8M
Capital Analysts, LLC 0.09% Add +29.3% 56,623 $2.8M
Valley Wealth Managers, Inc. 0.20% Add +4.5% 56,007 $2.8M
Cambria Investment Management, L.P. 0.18% Add +10.0% 55,339 $2.7M
Elmwood Wealth Management, Inc. 1.07% Add +1.6% 54,322 $2.7M
VCI Wealth Management LLC 0.94% Add +13.2% 54,141 $2.7M
FSB Premier Wealth Management, Inc. 0.94% Reduce -7.5% 53,231 $2.6M
Kingsview Wealth Management, LLC 0.04% Reduce -10.9% 53,139 $2.6M
Crabel Capital Management, LLC 1.61% Reduce -16.9% 53,138 $2.6M
Integrated Wealth Concepts LLC 0.03% Add +227.0% 52,872 $2.6M
West Wealth Group, LLC 0.65% New 52,919 $2.6M
Red Wave Investments LLC 0.86% Reduce -4.8% 52,743 $2.6M
CW Advisors, LLC 0.03% Add +0.5% 52,419 $2.6M
Global Endowment Management, LP 0.34% Add +193.0% 52,331 $2.6M
BLB&B Advisors, LLC 0.12% Add +10.5% 52,201 $2.6M
Signature Estate & Investment Advisors LLC 0.06% Reduce -15.5% 51,255 $2.5M
StoneX Group Inc. 0.12% Reduce -12.5% 51,100 $2.5M
Womack Financial LLC 2.09% Add +1.9% 50,748 $2.5M
Ehrlich Financial Group 1.61% New 50,124 $2.5M
Buttonwood Financial Group, LLC 1.26% New 50,170 $2.5M
Choreo, LLC 0.03% Add +150.0% 49,886 $2.5M
UNIVEST FINANCIAL Corp 0.15% Add +7.7% 49,335 $2.4M
SBI Securities Co., Ltd. 0.07% Add +4.9% 48,765 $2.4M
Bank of Hawaii 0.12% Add +58.3% 47,645 $2.4M
Equitable Holdings, Inc. 0.02% Add +4.7% 47,508 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +55.8% 47,324 $2.3M
Benchmark Wealth Management, LLC 1.01% Add +55.0% 45,847 $2.3M
Cannon Advisors, Inc. 1.83% Add +4.2% 45,810 $2.3M
Islay Capital Management, LLC 1.47% Add +1078.0% 45,623 $2.3M
10Elms LLP 2.50% Reduce -0.6% 45,592 $2.3M
Stonehaven Wealth & Tax Solutions, LLC 2.20% Reduce -1.6% 45,521 $2.3M
EP Wealth Advisors, LLC 0.01% Add +367.6% 45,461 $2.3M
LaSalle St. Investment Advisors, LLC 0.62% Reduce -9.2% 45,413 $2.2M
Sovran Advisors, LLC 0.24% Add +32.2% 45,673 $2.2M
Eldridge Investment Advisors, Inc. 0.47% Reduce -0.1% 45,463 $2.2M
First National Corp. /Ma/ 0.45% Add +0.4% 45,337 $2.2M
Burk Holdings LLC 1.40% Add +7.5% 45,193 $2.2M
Genesis Private Wealth, LLC 1.05% Add +2.2% 45,127 $2.2M
Robertson Stephens Wealth Management, LLC 0.08% Add +74.2% 45,072 $2.2M
AlphaCore Capital LLC 0.08% Add +5.3% 45,060 $2.2M
Manske Wealth Management 0.74% Reduce -3.8% 45,005 $2.2M
Hohimer Wealth Management, LLC 0.40% Add +2.2% 44,849 $2.2M
Sterling Financial Planning, Inc. 0.73% Add +3.0% 44,228 $2.2M
Gladwyn Financial Advisors, Inc. 1.68% — 43,844 $2.2M
Legacy Edge Advisors, LLC 0.29% New 43,646 $2.2M
Sebold Capital Management, Inc. 1.31% Reduce -11.6% 42,946 $2.1M
Balanced Rock Investment Advisors LLC 1.66% Reduce -22.2% 42,720 $2.1M
Great Valley Advisor Group, Inc. 0.05% Add +7.2% 42,520 $2.1M
PrairieView Partners, LLC 0.20% Reduce -0.5% 41,589 $2.1M
National Bank of Canada 0.00% Reduce -45.0% 41,057 $2.0M
Fifth Third Bancorp 0.01% Add +10.6% 40,885 $2.0M
Ryan Investment Management, Inc. 1.28% — 40,484 $2.0M
Signal Advisors Wealth, LLC 0.16% Add +8.4% 40,197 $2.0M
First Hawaiian Bank 0.26% Reduce -1.2% 39,379 $1.9M
Sowell Financial Services LLC 0.08% Reduce -0.6% 38,939 $1.9M
United Advisor Group, LLC 0.33% Add +67.8% 38,936 $1.9M
Pettinga Financial Advisors LLC 0.41% New 38,247 $1.9M
Comprehensive Money Management Services LLC 1.43% Reduce -1.1% 38,054 $1.9M
FMR LLC 0.00% Add +55.3% 37,966 $1.9M
Prostatis Group LLC 0.54% Reduce -33.5% 37,932 $1.9M
Falcon Wealth Planning 0.19% Reduce -2.1% 37,659 $1.9M
Regions Financial Corp. 0.01% Add +1.8% 37,393 $1.9M
Northwest Capital Management Inc 0.99% New 36,819 $1.8M
Tectonic Advisors LLC 0.11% Add +2.4% 36,743 $1.8M
Marshall Financial Group Inc. 0.54% Add +0.8% 36,726 $1.8M
JMG Financial Group, Ltd. 0.05% Reduce -11.0% 36,599 $1.8M
Running Point Capital Advisors, LLC 0.50% Add +7.3% 36,487 $1.8M
Spectrum Planning & Advisory Services Inc. 1.16% New 36,371 $1.8M
WMG Financial Advisors, LLC 0.67% Reduce -2.0% 36,365 $1.8M
Canandaigua National Bank & Trust Co. 0.17% Reduce -9.7% 35,956 $1.8M
GWN Securities Inc. 0.33% Reduce -39.2% 35,486 $1.8M
Raffa Wealth Management, LLC 0.35% Add +26.2% 35,549 $1.8M
Koshinski Asset Management, Inc. 0.13% Reduce -3.8% 35,128 $1.7M
Towerpoint Wealth, LLC 0.76% Reduce -19.3% 34,661 $1.7M
Sage Financial Management Group, Inc. 0.59% Add +14.1% 34,655 $1.7M
Claro Advisors Inc. 0.28% New 34,550 $1.7M
Engineers Gate Manager LP 0.02% Add +35.7% 34,502 $1.7M
B.O.S.S. Retirement Advisors, LLC 0.42% Add +79.0% 34,019 $1.7M
Peapack Gladstone Financial Corp. 0.02% New 33,931 $1.7M
Skyline Advisors, Inc. 0.61% Reduce -1.4% 33,218 $1.6M
Thrive Capital Management, LLC 0.51% Add +162.5% 33,198 $1.6M
Spire Wealth Management 0.06% Add +22.5% 33,033 $1.6M
Fifth Third Securities, Inc. 0.12% Reduce -1.2% 32,982 $1.6M
Aspen Wealth Management LLC 0.40% Reduce -63.2% 32,892 $1.6M
Global Financial Private Client, LLC 0.61% Reduce -0.2% 32,795 $1.6M
Absolute Capital Management, LLC 0.81% Add +2.6% 32,600 $1.6M
Charis Legacy Partners, LLC 2.63% Add +2.6% 32,270 $1.6M
Flagstar Securities, Inc. 0.44% Add +5.0% 32,109 $1.6M
Dynamic Wealth Strategies, LLC 1.14% Add +0.7% 32,064 $1.6M
Parkworth Wealth Management, Inc. 1.14% Add +3.7% 31,930 $1.6M
Westside Investment Management, Inc. 0.29% Reduce -0.6% 31,863 $1.6M
Bragg Financial Advisors, Inc 0.06% Add +3.4% 31,777 $1.6M
Cypress Wealth Services, LLC 0.28% Add +521.0% 31,774 $1.6M
Sax Wealth Advisors, LLC 0.09% Reduce -9.6% 31,279 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +10.7% 31,024 $1.5M
Ashton Thomas Securities, LLC 0.37% Add +2.4% 30,819 $1.5M
North Star Investment Management Corp. 0.11% Reduce -3.5% 30,806 $1.5M
REAP Financial Group, LLC 0.35% Reduce -7.9% 30,455 $1.5M
Certus Wealth Management, LLC 0.96% New 29,989 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -77.7% 29,832 $1.5M
Kovack Advisors, Inc. 0.14% Add +7.4% 29,549 $1.5M
SageView Advisory Group, LLC 0.06% Add +5.4% 29,654 $1.5M
Kings Path Partners LLC 0.59% Reduce -59.2% 29,419 $1.5M
LifePlan Investment Advisors, Inc. 0.72% Add +3.5% 29,347 $1.5M
Investments & Financial Planning, LLC 0.83% Reduce -7.7% 29,207 $1.4M
Wealth Alliance, LLC 0.16% Add +3.2% 29,151 $1.4M
Kestra Private Wealth Services, LLC 0.02% Reduce -15.7% 29,068 $1.4M
OneAscent Financial Services LLC 0.10% Add +45.8% 28,879 $1.4M
Creekside Partners 0.67% Add +0.5% 28,523 $1.4M
Invst, LLC 0.18% Reduce -69.3% 28,389 $1.4M
VestGen Investment Management 1.00% Reduce -15.3% 28,113 $1.4M
Quadrant Private Wealth Management, LLC 0.29% New 28,077 $1.4M
JFG Wealth Management, LLC 0.29% Reduce -7.3% 27,671 $1.4M
JT Stratford LLC 0.21% Add +0.8% 27,644 $1.4M
Sharkey, Howes & Javer 0.18% New 27,461 $1.4M
Tranquilli Financial Advisor LLC 0.84% Add +40.4% 27,453 $1.4M
Global Retirement Partners, LLC 0.03% — 27,433 $1.4M
TFB Advisors LLC 0.35% Add +5.0% 26,733 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -11.2% 26,563 $1.3M
Millennium Management 0.00% Add +70.0% 26,480 $1.3M
Alteri Wealth LLC 0.50% Add +5.7% 26,240 $1.3M
Exchange Traded Concepts, LLC 0.02% Add +54.1% 25,924 $1.3M
Captrust Financial Advisors 0.00% Reduce -13.4% 25,903 $1.3M
Trellis Wealth Advisors LLC 0.56% Add +0.7% 25,882 $1.3M
Leo Wealth, LLC 0.10% Add +312.9% 26,449 $1.3M
Summit X, LLC 0.24% New 25,716 $1.3M
Bank of Marin 0.94% New 25,234 $1.2M
FSA Advisors, Inc. 1.01% Reduce -7.2% 25,177 $1.2M
Resolute Wealth Advisor, Inc. 0.71% — 25,834 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +3.0% 24,781 $1.2M
LongView Wealth Management 0.37% Reduce -3.2% 24,554 $1.2M
Allodium Investment Consultants, LLC 0.76% Add +63.1% 24,313 $1.2M
Defined Wealth Management, LLC 0.74% Add +3.3% 24,243 $1.2M
Onyx Bridge Wealth Group LLC 0.16% Add +253.1% 24,113 $1.2M
Allworth Financial LP 0.01% Add +10.4% 24,034 $1.2M
Maia Wealth LLC 0.23% Reduce -1.2% 23,850 $1.2M
Carter Financial Group, INC. 0.77% — 23,825 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -0.2% 23,687 $1.2M
Mgo One Seven LLC 0.04% Add +3.6% 23,681 $1.2M
Stewardship Advisors, LLC 0.30% Add +3.1% 23,604 $1.2M
Novem Group 0.15% Add +13.4% 23,405 $1.2M
Continental Investors Services, Inc. 2.08% Reduce -2.9% 23,347 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -3.8% 23,236 $1.2M
Joel Isaacson & Co., LLC 0.05% Reduce -0.6% 23,096 $1.1M
Uptown Financial Advisors LLC 1.06% Add +2.3% 23,050 $1.1M
Meritas Wealth Management, LLC 0.62% Add +4.9% 22,653 $1.1M
Citizens & Northern Corp. 0.30% Add +4.2% 22,612 $1.1M
Equita Financial Network, Inc. 0.44% Reduce -34.3% 22,414 $1.1M
Caliber Wealth Management, LLC / KS 0.12% Reduce -16.3% 22,380 $1.1M
Coston, McIsaac & Partners 0.29% Add +4.7% 22,285 $1.1M
Johnson Financial Group, LLC 0.10% Reduce -34.0% 22,178 $1.1M
Glass Jacobson Investment Advisors llc 0.42% Reduce -11.7% 22,114 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -34.4% 22,009 $1.1M
Parallel Advisors, LLC 0.02% Add +357.1% 21,950 $1.1M
5T Wealth, LLC 0.55% New 21,763 $1.1M
HM Payson & Co. 0.02% New 21,477 $1.1M
Southland Equity Partners LLC 0.23% Add +2.9% 21,402 $1.1M
Gateway Wealth Partners, LLC 0.20% Reduce -2.6% 21,187 $1.0M
William Mack & Associates, Inc. 0.65% No change 20,571 $1.0M
Lido Advisors, LLC 0.01% Reduce -12.3% 20,552 $1.0M
Confluence Wealth Services, Inc. 0.05% Reduce -1.3% 20,256 $1.0M
Qube Research & Technologies Ltd 0.00% Add +12.9% 20,207 $1.0M
Bison Wealth, LLC 0.08% Reduce -9.9% 20,185 $999K
Mallini Complete Financial Planning LLC 1.44% Add +9.8% 20,117 $996K
Westfuller Advisors, LLC 0.57% Add +0.0% 20,110 $996K
Mission Creek Capital Partners, Inc. 0.22% Reduce -0.6% 20,097 $995K
Mayport, LLC 0.24% New 20,081 $994K
Stonekeep Investments, LLC 0.66% Add +21.7% 19,785 $980K
Horst & Graben Wealth Management LLC 0.16% New 19,778 $979K
CoreCap Advisors, LLC 0.04% Add +3.3% 19,628 $972K
Level Four Advisory Services, LLC 0.04% Add +16.2% 19,443 $963K
Syon Capital LLC 0.06% Add +78.3% 19,257 $953K
Simplicity Wealth,LLC 0.04% Add +319.1% 19,180 $950K
Allen Mooney & Barnes Investment Advisors LLC 0.16% No change 19,097 $945K
Occidental Asset Management, LLC 0.13% Add +103.2% 19,095 $945K
Kingswood Wealth Advisors, LLC 0.07% Reduce -6.2% 19,035 $942K
Mather Group, Llc. 0.01% Reduce -11.6% 18,966 $939K
Lam Group, Inc. 0.63% Reduce -30.4% 18,910 $936K
Maripau Wealth Management LLC 0.47% Add +0.1% 18,770 $930K
Summit Financial, LLC 0.02% Add +86.6% 18,775 $930K
Cahill Financial Advisors Inc. 0.12% Reduce -6.3% 18,744 $928K
Bakala Capital LLC 5.32% Reduce -4.0% 18,718 $927K
Savvy Advisors, Inc. 0.06% Add +0.2% 18,640 $923K
PFG Investments, LLC 0.05% Reduce -3.1% 18,631 $922K
Clearstead Trust, LLC 0.17% Add +0.3% 18,558 $919K
Birch Financial Group, LLC 0.73% Add +33.4% 18,477 $915K
Endowment Wealth Management, Inc. 0.47% Reduce -2.6% 18,475 $915K
Cullen/Frost Bankers, Inc. 0.01% Add +34.1% 18,450 $913K
Pacific Financial Group Inc. 0.71% Add +35.5% 18,440 $913K
Aspiriant, LLC 0.03% New 18,413 $912K
Advisory Services Network, LLC 0.01% Add +2.3% 18,241 $900K
WealthTrak Capital Management LLC 0.75% Add +608.1% 18,107 $896K
Trinity Wealth Management, LLC 0.35% Add +118.6% 17,888 $886K
Fort Henry Capital, LLC 0.59% Add +2.0% 17,819 $882K
Moors & Cabot, Inc. 0.04% Add +6.8% 17,769 $880K
Leavell Investment Management, Inc. 0.04% Add +10.5% 17,654 $874K
Compass Ion Advisors, LLC 0.09% Add +0.4% 17,488 $866K
Allegiance Financial Group Advisory Services LLC 0.23% Reduce -26.4% 17,402 $862K
Flputnam Investment Management Co. 0.01% Reduce -44.8% 17,243 $854K
Independent Financial Group, LLC 0.02% Add +52.3% 17,229 $853K
IFP Advisors, Inc 0.02% Add +29.2% 17,227 $853K
Redwood Investment Management, LLC 0.09% Add +6.8% 17,171 $850K
Verde Capital Management 0.21% Reduce -4.3% 17,131 $848K
Greenwich Wealth Management LLC 0.04% No change 17,018 $843K
Diversified Enterprises, LLC 0.06% Reduce -11.7% 17,013 $842K
Acorn Wealth Advisors, LLC 0.31% New 16,894 $836K
Benjamin Edwards Inc. 0.01% Add +37.3% 16,884 $836K
Plancorp, LLC 0.03% Add +0.6% 16,845 $834K
Cutler Investment Counsel LLC 0.09% Add +22.0% 16,715 $828K
Stratos Wealth Partners, LTD. 0.01% Reduce -53.3% 16,677 $826K
Ocean Park Asset Management, LLC 0.03% No change 16,817 $821K
Buck Wealth Strategies, LLC 0.12% Add +66.1% 16,494 $817K
Continuum Advisory, LLC 0.10% Add +10.5% 16,439 $814K
Evanson Asset Management, LLC 0.05% Add +165.1% 16,324 $808K
Three Bridge Wealth Advisors, LLC 0.21% Reduce -6.6% 16,312 $808K
FSM Wealth Advisors, LLC 0.13% Add +10.7% 16,353 $806K
Curio Wealth, LLC 0.35% Add +124376.9% 16,182 $801K
Ballast Advisors LLC 0.23% Add +4.2% 16,008 $793K
Rehmann Capital Advisory Group 0.05% Reduce -87.0% 15,959 $790K
New Insight Wealth Advisors 0.32% New 15,922 $788K
Straight Path Wealth Management 0.27% Add +0.7% 15,893 $787K
Lion Street Advisors, LLC 0.24% Add +3.4% 15,837 $784K
National Wealth Management Group, LLC 0.44% Reduce -12.0% 15,771 $781K
Rockland Trust Co. 0.04% Reduce -21.8% 15,552 $770K
Wescott Financial Advisory Group, LLC 0.07% New 15,533 $769K
BOK Financial Private Wealth, Inc. 0.05% Add +10.4% 15,387 $762K
Summit Global Investments 0.04% Add +0.1% 15,239 $754K
Vawter Financial, Ltd. 8.47% Reduce -93.7% 15,153 $750K
TD Private Client Wealth LLC 0.02% Add +79.5% 15,097 $747K
JFS Wealth Advisors, LLC 0.05% Add +34.1% 14,882 $737K
Archer Investment Corp 0.17% Reduce -4.7% 14,782 $732K
L.K. Benson & Company, P.C. 0.44% Add +19.8% 14,611 $723K
Darden Wealth Group Inc 0.44% Add +156.3% 14,539 $720K
Avid Wealth Partners LLC 0.41% New 14,510 $718K
PFC Capital Group, Inc. 0.33% Add +137.4% 14,410 $713K
Waverly Advisors, LLC 0.01% Reduce -16.6% 14,308 $708K
SVB Wealth LLC 0.04% Add +357.8% 14,236 $705K
International Assets Investment Management, LLC 0.06% Reduce -40.5% 14,200 $703K
World Equity Group, Inc. 0.19% Reduce -9.6% 14,065 $696K
Wedbush Securities Inc. 0.02% Reduce -13.7% 13,978 $692K
American Financial Advisors, LLC 0.10% Reduce -2.1% 13,753 $681K
Hennion & Walsh Asset Management, Inc. 0.03% Add +0.3% 13,649 $676K
SeaCrest Wealth Management, LLC 0.07% Add +9.4% 13,570 $672K
Curtis Advisory Group, LLC 0.17% Add +0.6% 13,547 $671K
Ridgewood Investments LLC 0.29% Add +30.3% 13,500 $668K
Inscription Capital, LLC 0.10% Reduce -13.0% 13,487 $668K
United Capital Financial Advisors, LLC 0.01% Reduce -2.7% 13,478 $667K
Lodestone Wealth Management LLC 0.32% Reduce -7.8% 13,317 $659K
Colonial Trust Co / SC 0.10% Add +665.2% 13,269 $657K
Shayne & Jacobs, LLC 0.22% No change 13,190 $653K
Heartwood Wealth Advisors LLC 0.07% No change 13,178 $652K
Sound Income Strategies, LLC 0.04% Reduce -0.1% 13,155 $651K
Talon Private Wealth, LLC 0.09% Add +34.3% 13,060 $647K
Essential Planning, LLC. 0.24% Add +18.8% 12,812 $634K
Arete Wealth Advisors, LLC 0.04% Add +21.0% 12,703 $629K
Eq LLC 0.24% New 12,626 $625K
Independent Advisor Alliance 0.02% Add +20.4% 12,442 $616K
DGS Capital Management, LLC 0.13% Add +26.7% 12,432 $616K
Guidance Capital, Inc. 0.18% Add +4.7% 12,447 $615K
Beam Wealth Advisors, Inc. 0.18% New 12,419 $615K
Arkadios Wealth Advisors 0.02% Add +67.8% 12,410 $614K
Main Street Financial Solutions, LLC 0.04% Add +15.6% 12,401 $614K
Chicago Capital, LLC 0.01% Reduce -2.0% 12,295 $609K
Global Wealth Management Investment Advisory, Inc. 0.11% Reduce -3.3% 12,279 $608K
Richardson Financial Services Inc. 0.41% Reduce -5.3% 12,260 $607K
Synergy Asset Management, LLC 0.07% Add +86.7% 12,229 $605K
Foundation Wealth Management, LLC\PA 0.26% No change 12,165 $602K
Ewa, LLC 0.19% New 12,110 $600K
Laird Norton Wetherby Trust Company, LLC 0.08% Reduce -25.2% 12,083 $598K
Fiduciary Alliance LLC 0.04% Add +25.9% 12,048 $596K
Fagan Associates, Inc. 0.09% Add +1.6% 12,026 $595K
Jentner Corp 0.16% Reduce -40.2% 12,016 $595K
Ameritas Advisory Services, LLC 0.03% Reduce -50.7% 11,737 $581K
Soltis Investment Advisors LLC 0.04% Add +21.5% 11,516 $570K
Victory Financial Group, LLC 0.09% Reduce -13.0% 11,451 $567K
Prevail Innovative Wealth Advisors, LLC 0.13% Reduce -23.7% 11,434 $566K
RFP Financial Group LLC 0.23% Add +0.6% 11,406 $565K
Alpha Omega Wealth Management LLC 0.10% Add +55.7% 11,282 $559K
CIBC Private Wealth Group LLC 0.00% Reduce -26.5% 11,190 $554K
Associated Banc-Corp 0.02% Reduce -13.0% 11,171 $553K
Simmons Bank 0.04% Reduce -2.5% 11,116 $550K
RCS Financial Planning, LLC 0.27% Add +3.0% 11,100 $550K
Private Management Group Inc. 0.02% Reduce -2.0% 11,089 $549K
Money Concepts Capital Corp. 0.04% Reduce -46.5% 11,061 $548K
Trivium Point Advisory, LLC 0.06% Add +11.2% 10,938 $542K
Liberty Wealth Management LLC 0.08% Reduce -0.3% 10,934 $541K
Everest Private Wealth 0.39% No change 10,882 $539K
Compass Capital Corp. /Ma/ 0.25% Reduce -21.1% 10,904 $538K
AQR Capital Management 0.00% New 10,740 $532K
St Germain D J Co. Inc. 0.02% Add +11.6% 10,709 $530K
SilverOak Wealth Management LLC 0.10% Reduce -13.1% 10,629 $526K
Holos Integrated Wealth LLC 0.32% Reduce -53.3% 10,639 $525K
Elk River Wealth Management LLC 0.09% No change 10,589 $524K
Financial Consulate, Inc. 0.10% No change 10,526 $521K
Cahaba Wealth Management, Inc. 0.04% Add +0.6% 10,482 $519K
Coastline Trust Co 0.06% Add +1.2% 10,470 $518K
Journey Strategic Wealth LLC 0.02% New 10,465 $518K
Advyzon Investment Management, LLC 0.11% Add +3.3% 10,450 $517K
TD Waterhouse Canada Inc. 0.00% Add +8.2% 10,420 $515K
Old Mission Investment Co LLC 0.14% Add +0.5% 10,392 $515K
Sloy Dahl & Holst, LLC 0.07% Add +4.6% 10,356 $513K
Vermillion Wealth Management, Inc. 0.24% Reduce -10.0% 10,354 $513K
Regal Investment Advisors LLC 0.04% Add +12.0% 10,321 $511K
Tyche Wealth Partners LLC 0.10% New 10,192 $505K
Vantage Financial Partners, LLC 0.12% Reduce -40.0% 10,163 $503K
Gibraltar Capital Management, Inc. 0.10% Add +4.2% 10,145 $502K
U.S. Capital Wealth Advisors, LLC 0.01% New 10,096 $500K
N.E.W. Advisory Services LLC 0.05% Add +3.5% 10,050 $498K
Wilmington Savings Fund Society, FSB 0.01% Reduce -15.5% 10,018 $496K
LongView Asset Management LLC 0.37% Reduce -26.1% 10,009 $496K
Kohmann Bosshard Financial Services, LLC 0.05% Add +56.3% 9,938 $492K
Emerald Advisors, LLC 0.06% Reduce -71.4% 9,870 $489K
Vista Investment Partners Ii, LLC 0.23% New 9,683 $479K
Mendel Capital Management LLC 0.27% Add +3.0% 9,578 $474K
Waller Financial Planning Group, Inc. 0.11% Reduce -25.9% 9,569 $474K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 9,524 $472K
IVC Wealth Advisors LLC 0.23% Reduce -0.4% 9,391 $465K
Diversify Advisory Services, LLC 0.02% Reduce -53.0% 9,391 $463K
Potomac Fund Management Inc. 0.03% Reduce -11.3% 9,393 $463K
Nestegg Advisors, Inc. 0.44% New 9,200 $456K
McKinley Carter Wealth Services, Inc. 0.03% Add +3.5% 9,188 $455K
Consolidated Portfolio Review Corp 0.06% New 9,118 $451K
Wealthcare Advisory Partners LLC 0.01% Reduce -88.9% 9,074 $449K
Fisher Asset Management 0.00% Add +32.2% 9,055 $448K
Steward Partners Investment Advisory, LLC 0.00% Reduce -94.4% 8,975 $444K
Forthright Family Wealth Advisory LLC 0.28% Reduce -35.2% 8,957 $443K
IHT Wealth Management, LLC 0.01% Add +40.8% 8,887 $440K
IFG Advisory, LLC 0.02% Add +10.0% 8,886 $440K
TrueWealth Advisors, LLC 0.13% Reduce -2.5% 8,873 $439K
Snowden Capital Advisors LLC 0.01% Add +4.7% 8,849 $438K
Applied Capital LLC 0.19% Reduce -2.5% 8,822 $437K
Beacon Financial Advisory LLC 0.11% Add +62.0% 8,709 $431K
White Lighthouse Investment Management Inc. 0.07% Add +28.2% 8,637 $428K
Traphagen Investment Advisors LLC 0.04% New 8,628 $427K
XTX Topco Ltd 0.02% Add +99.5% 8,529 $422K
Institute for Wealth Management, LLC. 0.05% Reduce -2.8% 8,491 $420K
Wesbanco Bank Inc. 0.01% Add +14.0% 8,482 $420K
Christensen, King & Associates Investment Services, Inc. 0.19% No change 8,447 $418K
Kestra Investment Management, LLC 0.01% Reduce -13.0% 8,384 $415K
Balefire, LLC 0.09% New 8,345 $413K
Axis Wealth Partners, LLC 0.27% Add +1.6% 8,341 $413K
Murphy & Mullick Capital Management Corp 0.34% Reduce -7.0% 8,361 $413K
Burt Wealth Advisors 0.09% Reduce -0.6% 8,321 $412K
Centaurus Financial, Inc. 0.02% Reduce -6.7% 8,219 $407K
Oregon Pacific Wealth Management, LLC 0.38% Reduce -12.5% 8,203 $406K
AlTi Global, Inc. 0.01% No change 8,188 $405K
Courage Miller Partners, LLC 0.13% No change 8,150 $404K
Palisades Hudson Asset Management, L.P. 0.16% New 8,137 $403K
Private Wealth Management Group, LLC 0.13% Reduce -10.7% 8,112 $402K
DecisionPoint Financial, LLC 0.10% Add +18683.7% 8,077 $399K
Oceanside Advisors LLC 0.27% Add +1.4% 8,025 $397K
Barrett & Company, Inc. 0.15% Add +0.0% 7,996 $396K
Moneco Advisors, LLC 0.04% Add +16.3% 7,979 $395K
Petra Financial Advisors Inc. 0.25% Add +5.3% 7,921 $392K
Mma Asset Management LLC 0.15% Add +0.5% 7,762 $384K
Vantage Point Financial LLC 0.17% New 7,743 $383K
Modern Wealth Management, LLC 0.01% Add +11.5% 7,739 $383K
Focus Financial Network, Inc. 0.02% Add +1.9% 7,736 $383K
Twin City Private Wealth, LLC 0.31% Add +3.3% 7,625 $378K
Eagle Rock Investment Company, LLC 0.06% New 7,532 $373K
Clearstead Advisors, LLC 0.01% Add +0.2% 7,526 $373K
Walkner Condon Financial Advisors LLC 0.07% Add +53.6% 7,522 $372K
Transcendent Capital Group LLC 0.19% Add +1.4% 7,497 $371K
Boston Standard Wealth Management, LLC 0.07% Add +77.4% 7,465 $370K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.3% 7,436 $368K
Raleigh Capital Management Inc. 0.15% Reduce -3.4% 7,425 $368K
Frank, Rimerman Advisors LLC 0.02% Add +0.0% 7,401 $366K
Koss-Olinger Consulting, LLC 0.03% Reduce -0.7% 7,371 $365K
American National Bank & Trust 0.04% Reduce -0.3% 7,354 $364K
CENTRAL TRUST Co 0.01% New 7,330 $363K
Berger Financial Group, Inc 0.02% Reduce -6.5% 7,265 $360K
Libra Wealth LLC 0.12% Reduce -16.2% 7,236 $358K
MainStreet Investment Advisors LLC 0.05% No change 7,200 $356K
PACK Private Wealth, LLC 0.19% Add +3.1% 7,160 $354K
Lynx Investment Advisory 0.23% Add +6.5% 7,128 $353K
Kelly Financial Services LLC 0.10% Reduce -0.3% 7,079 $350K
Advocacy Wealth Management, LLC 0.02% New 7,051 $349K
Indiana Trust & Investment Management Co 0.11% No change 7,000 $347K
Axxcess Wealth Management, LLC 0.01% Reduce -31.8% 6,956 $344K
Five Oceans Advisors 0.15% Reduce -8.8% 6,950 $344K
Oakwell Private Wealth Management, LLC 0.08% Add +4.3% 6,931 $343K
Innova Wealth Partners 0.20% Add +0.5% 6,920 $343K
Family Wealth Partners, LLC 0.14% Reduce -2.5% 6,911 $342K
Private Trust Co. NA 0.03% Add +34.2% 6,901 $342K
Arbor Capital Management Inc. 0.30% Add +0.9% 6,866 $339K
Neuberger Berman Group LLC 0.00% New 6,826 $338K
American Investment Services, Inc. 0.09% Reduce -17.8% 6,821 $338K
Signet Financial Management, LLC 0.04% New 6,819 $338K
Elios Financial Group Inc. 0.15% Reduce -9.0% 6,816 $337K
Wealthstream Advisors, Inc. 0.06% Reduce -44.4% 6,807 $337K
Rede Wealth, LLC 0.12% Add +31.1% 6,797 $337K
Keystone Financial Group 0.03% Reduce -4.6% 6,791 $336K
First Merchants Corp. 0.01% Reduce -50.9% 6,781 $336K
Root Financial Partners, LLC 0.03% Reduce -38.2% 6,768 $335K
Quad-Cities Investment Group, LLC 0.15% Add +1.6% 6,642 $329K
Condor Capital Management 0.03% Reduce -11.3% 6,628 $328K
Freestone Capital Holdings, LLC 0.01% Reduce -11.0% 6,580 $326K
Summit Trail Advisors, LLC 0.01% Reduce -19.2% 6,537 $324K
Charles Schwab Trust Co 0.02% Reduce -2.3% 6,524 $323K
Marshall Financial Group, LLC 0.06% Reduce -16.0% 6,485 $320K
Alta Wealth Advisors LLC 0.15% Add +0.6% 6,295 $312K
Wincap Financial LLC 0.25% New 6,252 $310K
Phil A. Younker & Associates, Ltd. 0.30% No change 6,250 $309K
DAVENPORT & Co LLC 0.00% Reduce -15.7% 6,228 $308K
Pinnacle Bancorp, Inc. 0.10% Add +148.2% 6,221 $308K
Checchi Capital Advisers, LLC 0.02% Reduce -22.6% 6,217 $308K
New Harbor Financial Group, LLC 0.07% Add +10.6% 6,195 $307K
Hutchens & Kramer Investment Management Group, LLC 0.14% Add +26.4% 6,138 $304K
Summit Wealth Group LLC / Co. 0.08% — 6,121 $303K
Hanson & Doremus Investment Management 0.04% Reduce -0.3% 6,127 $303K
Rossby Financial, LCC 0.11% Add +14.3% 6,107 $302K
Oak Harvest Investment Services 0.04% Reduce -3.9% 6,071 $301K
Hardin Capital Partners, LLC 0.18% Add +0.4% 6,057 $300K
VERITY Wealth Advisors 0.20% Add +0.1% 6,026 $298K
Penobscot Wealth Management 0.11% Reduce -20.1% 6,015 $298K
Washington Trust Bank 0.03% No change 6,000 $297K
Canal Capital Management, LLC 0.05% New 5,977 $296K
Eastern Bank 0.01% Add +1527.0% 5,955 $295K
Claris Financial LLC 0.22% Reduce -7.2% 5,938 $294K
Essex Financial Services, Inc. 0.02% Reduce -8.7% 5,924 $293K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.7% 5,810 $288K
Willis Johnson & Associates, Inc. 0.02% Add +2.8% 5,810 $288K
NorthStar Asset Management LLC 0.15% Add +17.0% 5,808 $288K
Kiker Wealth Management, LLC 0.16% No change 5,750 $285K
Harmony Asset Management LLC 0.11% Add +4.0% 5,743 $284K
Parsonex Advisory Services, Inc. 0.24% — 5,722 $283K
Morris Financial Concepts, Inc. 0.11% Reduce -64.7% 5,693 $282K
Revolve Wealth Partners, LLC 0.04% Add +2.0% 5,692 $282K
Unique Wealth Strategies, LLC 0.12% New 5,678 $281K
Sonoma Private Wealth LLC 0.34% Add +26.6% 5,666 $281K
Reyes Financial Architecture, Inc. 0.24% Reduce -11.7% 5,648 $280K
Verity Asset Management, Inc. 0.13% Reduce -37.8% 5,570 $276K
Jacobi Capital Management LLC 0.02% Add +0.5% 5,546 $275K
Aspect Partners, LLC 0.13% No change 5,522 $273K
Patten Group, Inc. 0.06% Add +4.4% 5,498 $272K
City Center Advisors, LLC 0.29% New 5,491 $272K
Jackson Hole Capital Partners, LLC 0.05% No change 5,479 $271K
CAP Partners, LLC 0.17% New 5,467 $271K
Tactive Advisors, LLC 0.09% — 5,406 $268K
Financial Guidance Group, Inc. 0.13% No change 5,394 $267K
Blue Trust, Inc. 0.00% Add +65.6% 5,364 $266K
Capital Planning LLC 0.08% Reduce -33.1% 5,349 $265K
Accurate Wealth Management, LLC 0.04% Reduce -14.9% 5,373 $264K
Sterling Investment Counsel, LLC 0.15% Add +3.4% 5,334 $264K
Independent Wealth Network Inc. 0.10% Add +2.0% 5,316 $263K
Two Sigma Securities, LLC 0.03% Reduce -86.8% 5,310 $263K
Moloney Securities Asset Management, LLC 0.03% New 5,289 $262K
Hoxton Planning & Management, LLC 0.09% Reduce -6.1% 5,265 $261K
Copperleaf Capital, LLC 0.13% Reduce -13.3% 5,245 $260K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.8% 5,196 $257K
Bridgewater Advisors Inc. 0.02% Add +0.6% 5,206 $257K
Alterna Wealth Management, Inc. 0.20% New 5,162 $256K
Guardian Wealth Advisors, LLC / NC 0.02% Add +19.2% 5,131 $254K
CVA Family Office, LLC 0.04% Reduce -3.9% 5,101 $253K
Pacific Asset Management, LLC 0.20% New 5,093 $252K
Cornerstone Wealth Management, LLC 0.02% Add +9.7% 5,068 $251K
Blair William & Co. 0.00% Add +1.9% 5,046 $250K
LexAurum Advisors, LLC 0.04% Reduce -4.1% 5,032 $249K
Essex Bank 0.06% Reduce -4.3% 5,015 $248K
Cornerstone Planning Group LLC 0.05% Reduce -39.5% 5,012 $248K
Trust Co. of Vermont 0.01% New 5,000 $248K
Optima Capital LLC 0.13% Reduce -1.6% 4,995 $247K
Cardinal Point Capital Management ULC 0.02% New 4,975 $246K
Joel Adams & Associates, Inc. 0.22% Add +1.2% 4,943 $245K
WPG Advisers, LLC 0.21% Reduce -1.8% 4,933 $244K
Curi Capital, LLC 0.00% New 4,925 $244K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.2% 4,871 $241K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -70.6% 4,859 $241K
Rock Point Advisors, LLC 0.07% No change 4,850 $240K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% No change 4,847 $240K
Western Wealth Management, LLC 0.01% Add +2.9% 4,842 $240K
Tarbox Family Office, Inc. 0.04% New 4,832 $239K
Noesis Capital Mangement Corp. 0.04% No change 4,826 $239K
L.M. Kohn & Company 0.06% Reduce -13.2% 4,824 $239K
Silver Oak Securities, Incorporated 0.02% Add +13.0% 4,813 $238K
Stage Harbor Financial, LLC 0.19% Reduce -59.0% 4,796 $237K
Hubbell Strickland Wealth Management, LLC 0.10% Reduce -8.4% 4,787 $237K
Frisch Financial Group, Inc. 0.06% No change 4,787 $237K
NorthCoast Asset Management LLC 0.00% New 4,782 $237K
Corepath Wealth Partners LLC 0.20% No change 4,700 $232K
BridgePort Financial Solutions, LLC 0.08% No change 4,678 $232K
Valeo Financial Advisors, LLC 0.01% New 4,627 $229K
ORG Partners LLC 0.05% Add +9.0% 4,609 $228K
Colton Groome Financial Advisors, LLC 0.08% New 4,596 $228K
Family Investment Center, Inc. 0.05% Add +4.1% 4,580 $227K
Clientfirst Wealth Management, LLC 0.23% No change 4,576 $227K
Encompass More Asset Management 0.05% Reduce -9.4% 4,541 $225K
Twin Focus Capital Partners, LLC 0.03% Reduce -19.5% 4,528 $224K
Second Line Capital, LLC 0.05% No change 4,478 $222K
Hanover Advisors Inc. 0.09% Reduce -1.9% 4,474 $222K
New England Private Wealth Advisors LLC 0.03% Add +0.8% 4,479 $221K
Opes Wealth Management LLC 0.04% Reduce -2.3% 4,411 $218K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -1.1% 4,409 $218K
Lantern Wealth Advisors, LLC 0.13% — 4,423 $218K
Facet Wealth, Inc. 0.01% Reduce -4.5% 4,422 $218K
Grove Bank & Trust 0.03% New 4,400 $218K
Providence First Trust Co 0.08% New 4,385 $217K
Affinity Capital Advisors, LLC 0.04% Reduce -6.4% 4,341 $215K
Harvest Investment Services, LLC 0.05% New 4,337 $215K
Yoffe Investment Management, LLC 0.29% No change 4,328 $214K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -0.7% 4,322 $214K
Diversify Wealth Management, LLC 0.01% New 4,329 $213K
Versant Capital Management, Inc 0.03% No change 4,304 $213K
Davidson Trust Co. 0.10% New 4,290 $212K
Prospera Financial Services Inc 0.00% Reduce -4.2% 4,244 $210K
FSC Wealth Advisors, LLC 0.13% Reduce -41.8% 4,246 $210K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -17.6% 4,239 $210K
Willow Creek Wealth Management Inc. 0.02% New 4,235 $210K
Uptick Partners, LLC 0.06% Reduce -7.7% 4,229 $209K
Verum Partners LLC 0.05% New 4,202 $208K
Venture Visionary Partners LLC 0.01% New 4,181 $207K
Smithfield Trust Co 0.01% Add +4.8% 4,194 $207K
Insigneo Advisory Services, LLC 0.02% Reduce -2.2% 4,142 $205K
Integrity Alliance, Llc. 0.01% New 4,123 $204K
Smith, Moore & Co. 0.02% Reduce -48.7% 4,119 $204K
Stratos Wealth Advisors, LLC 0.01% New 4,110 $203K
Richard W. Paul & Associates, LLC 0.07% Reduce -1.7% 4,101 $203K
Cherry Tree Wealth Management, LLC 0.05% No change 4,081 $202K
Transce3nd, LLC 0.08% Add +237.0% 3,653 $181K
Stone House Investment Management, LLC 0.03% Add +1021.0% 3,419 $169K
Cape Investment Advisory, Inc. 0.06% Add +0.4% 3,265 $162K
LFA - Lugano Financial Advisors SA 0.09% No change 3,053 $151K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.2% 3,030 $150K
S.A. Mason LLC 0.07% No change 2,971 $147K
Ogorek Anthony Joseph /NY/ 0.04% Reduce -27.1% 2,632 $130K
Twin Peaks Wealth Advisors, LLC 0.04% New 2,558 $126K
Aventura Private Wealth, LLC 0.05% Reduce -11.9% 2,531 $125K
McIlrath & Eck, LLC 0.01% Add +1.5% 2,491 $123K
Investment Research & Advisory Group, Inc. 0.04% Add +5.0% 2,251 $111K
CoreFirst Bank & Trust 0.05% New 1,963 $97K
SouthState Bank Corp 0.00% No change 1,954 $97K
Webster Bank, N. A. 0.01% No change 1,908 $94K
Park Square Financial Group, LLC 0.07% No change 1,844 $91K
Darwin Wealth Management, LLC 0.03% Add +3554.3% 1,681 $83K
Smallwood Wealth Investment Management, LLC 0.04% Add +2.4% 1,570 $78K
NBT Bank, N.A. 0.01% No change 1,567 $78K
Pacifica Partners Inc. 0.03% Add +112.1% 1,559 $77K
SOA Wealth Advisors, LLC. 0.01% Add +1.4% 1,496 $74K
Financial Management Professionals, Inc. 0.01% No change 1,471 $73K
Quest 10 Wealth Builders, Inc. 0.07% Add +28.4% 1,470 $73K
Physician Wealth Advisors, Inc. 0.01% No change 1,462 $72K
Clark Wealth Partners 0.05% Reduce -53.1% 1,423 $70K
Financial Network Wealth Advisors LLC 0.09% New 1,421 $70K
Dunhill Financial, LLC 0.02% Reduce -34.8% 1,280 $63K
Brown Brothers Harriman & Co. 0.00% Reduce -11.0% 1,235 $61K
Delos Wealth Advisors, LLC 0.05% New 1,167 $58K
Chilton Capital Management LLC 0.00% No change 1,105 $55K
NFSG Corp 0.01% Add +14.3% 1,095 $54K
Golden State Wealth Management, LLC 0.01% Reduce -82.7% 1,056 $52K
Community Bank, N.A. 0.01% New 1,027 $51K
NewSquare Capital LLC 0.00% New 989 $49K
Sunbelt Securities, Inc. 0.00% Add +11.6% 964 $47K
Asset Dedication, LLC 0.00% Add +23050.0% 926 $46K
Evolution Wealth Management Inc. 0.05% — 882 $44K
Fortis Group Advisors, LLC 0.01% No change 878 $43K
Whipplewood Advisors, LLC 0.02% Reduce -98.9% 864 $43K
Vermillion & White Wealth Management Group, LLC 0.03% Add +3.2% 844 $42K
Investors Research Corp 0.01% Add +15.3% 835 $41K
Salem Investment Counselors Inc. 0.00% No change 798 $40K
HFM Investment Advisors, LLC 0.02% Reduce -4.4% 743 $37K
Fourth Dimension Wealth, LLC 0.01% No change 664 $33K
Larson Financial Group LLC 0.00% Reduce -0.6% 652 $32K
Harbor Investment Advisory, LLC 0.00% Add +75.8% 647 $32K
Center for Financial Planning, Inc. 0.00% Reduce -56.6% 637 $32K
Garde Capital, Inc. 0.00% Reduce -13.4% 612 $30K
Maryland Capital Advisors Inc. 0.01% No change 582 $29K
Rise Advisors, LLC 0.01% Add +0.7% 547 $27K
Strategic Wealth Partners, Ltd. 0.00% — 521 $26K
Christopher J. Hasenberg, Inc 0.01% No change 498 $25K
Clarity Asset Management, Inc. 0.01% No change 491 $24K
Rakuten Securities, Inc. 0.01% Reduce -11.8% 486 $24K
IMA Advisory Services, Inc. 0.00% New 486 $24K
Bellevue Asset Management, LLC 0.01% New 444 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 432 $21K
Signaturefd, LLC 0.00% Reduce -22.0% 407 $20K
Boreal Capital Management LLC 0.02% — 400 $20K
Sachetta, LLC 0.01% No change 400 $20K
Rothschild Investment LLC 0.00% Reduce -57.9% 386 $19K
Bogart Wealth, LLC 0.00% Reduce -23.1% 386 $19K
Financial Freedom, LLC 0.01% Add +0.5% 384 $19K
Legacy Investment Solutions, LLC 0.01% — 384 $19K
Legacy Wealth Managment, LLC 0.01% Add +137.0% 384 $19K
Bernard Wealth Management Corp. 0.01% Reduce -1.0% 380 $19K
TCTC Holdings, LLC 0.00% New 367 $18K
Kilter Group LLC 0.01% New 363 $18K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -21.9% 350 $17K
Financial Gravity Companies, Inc. 0.00% — 335 $17K
Towne Trust Company, N.A 0.01% No change 332 $16K
Bank of New Hampshire 0.00% Reduce -2.1% 330 $16K
Independence Bank of Kentucky 0.00% No change 316 $16K
Medallion Wealth Advisors, LLC 0.01% Reduce -3.2% 305 $15K
Family CFO Inc 0.01% New 303 $15K
GPS Wealth Strategies Group, LLC 0.00% Add +196.9% 291 $14K
Front Row Advisors LLC 0.00% Reduce -10.4% 267 $13K
CGC Financial Services, LLC 0.00% No change 263 $13K
Ameritas Investment Partners, Inc. 0.00% No change 256 $13K
Beacon Capital Management, LLC 0.00% Add +18.8% 253 $13K
Bessemer Group Inc. 0.00% Add +52.8% 246 $12K
Compass Financial Services Inc 0.01% New 233 $12K
SWAN Capital LLC 0.00% New 222 $11K
MorganRosel Wealth Management, LLC 0.00% No change 209 $10K
Bangor Savings Bank 0.00% No change 189 $9K
Eukles Asset Management 0.00% No change 186 $9K
Hollencrest Capital Management 0.00% No change 168 $8K
Beaird Harris Wealth Management, LLC 0.00% Add +74.2% 162 $8K
Fairman Group, LLC 0.01% New 159 $8K
Plante Moran Financial Advisors, LLC 0.00% Add +906.7% 151 $7K
First Command Advisory Services, Inc. 0.00% Add +0.0% 151 $7K
Caldwell Trust Co 0.00% No change 150 $7K
MCF Advisors LLC 0.00% Reduce -96.0% 148 $7K
Ameriflex Group, Inc. 0.00% Add +78.8% 143 $7K
Blume Capital Management, Inc. 0.00% New 135 $7K
Fortitude Family Office, LLC 0.00% New 129 $6K
North Ridge Wealth Advisors, Inc. 0.00% New 120 $6K
MPWM Advisory Solutions, LLC 0.00% No change 111 $5K
Oliver Lagore Vanvalin Investment Group 0.00% — 109 $5K
Salomon & Ludwin, LLC 0.00% Add +5.0% 105 $5K
New England Asset Management Inc. 0.00% No change 100 $5K
GAMMA Investing LLC 0.00% Reduce -64.2% 92 $5K
Atlantic Union Bankshares Corp 0.00% New 86 $4K
Horrell Capital Management, Inc. 0.00% No change 83 $4K
Prestige Wealth Management Group LLC 0.00% No change 82 $4K
Glen Eagle Advisors, LLC 0.00% No change 79 $4K
Key Financial Inc 0.00% Add +750.0% 68 $3K
Keystone Global Partners, LLC 0.00% Reduce -1.6% 62 $3K
Johnson Financial Group, Inc. 0.00% New 61 $3K
Winthrop Capital Management, LLC 0.00% No change 67 $3K
Optimum Investment Advisors 0.00% Reduce -89.3% 60 $3K
Solstein Capital, LLC 0.00% New 56 $3K
Albion Financial Group 0.00% New 56 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +12.5% 54 $3K
Signature Resources Capital Management, LLC 0.00% No change 30 $1K
Rialto Wealth Management, LLC 0.00% Add +19.1% 25 $1K
Concord Wealth Partners 0.00% No change 23 $1K
Essential Partners LLC 0.00% — 23 $1K
Montag A & Associates Inc. 0.00% New 22 $1K
High Note Wealth, LLC 0.00% No change 22 $1K
Copia Wealth Management 0.00% New 21 $1K
Hemington Wealth Management 0.00% No change 29 $1K
Global Trust Asset Management, LLC 0.00% No change 15 $743
Parkside Financial Bank & Trust 0.00% Reduce -17.6% 14 $694
Premier Financial Group 0.00% — 13 $641
Frazier Financial Advisors, LLC 0.00% New 12 $596
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -93.8% 9 $446
Global Wealth Strategies & Associates 0.00% Reduce -84.6% 8 $396
IMG Wealth Management, Inc. 0.00% New 7 $347
North Capital, Inc. 0.00% Add +20.0% 6 $272
Bell Investment Advisors, Inc 0.00% No change 3 $149
Pandora Wealth, Inc. 0.00% No change 2 $99
Creative Financial Designs Inc. 0.00% Reduce -100.0% 1 $58
HighMark Wealth Management LLC 0.00% New 1 $50

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