Vanguard Total Intl Bond ETFBNDXETF

13F holders, Q4 2025 (December 31)
1,085holders +94
109new positions
80sold out
4famous investors
$46.73avg. 13F price*

At the end of Q4 2025, 1,085 institutions reported holding Vanguard Total Intl Bond ETF (BNDX) in their 13F filings, up 94 from Q3 2025. 109 opened new positions and 80 sold out. The largest holders were JPMorgan Chase & Co. ($13.3B), Bank of America Corp. ($6.8B) and Vanguard Group Inc. ($4.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions109$101.3M
Exits80$87.4M

All 13F filers, Q3 2025 → Q4 2025: 68,430,781 shares bought and 7,058,379 shares sold, net +61,372,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,085 holders

JPMorgan Chase & Co. 0.90% Add +9.3% 275,788,372 $13.3B
Bank of America Corp. 0.50% Add +3.3% 141,424,646 $6.8B
Vanguard Group Inc. 0.06% Add +13.7% 85,042,456 $4.1B
Envestnet Asset Management Inc. 0.68% Add +5.3% 47,193,352 $2.3B
Mercer Global Advisors Inc. 2.56% Add +11.3% 34,728,517 $1.7B
Betterment LLC 1.80% Add +6.5% 19,558,275 $945.1M
Sei Investments Co. 0.55% Add +5.6% 11,529,445 $557.1M
LPL Financial LLC 0.15% Add +3.7% 11,310,004 $546.5M
Envestnet Portfolio Solutions, Inc. 1.73% Add +4.5% 10,216,629 $493.7M
Savant Capital, LLC 2.64% Add +25.2% 9,606,480 $464.2M
Royal Bank of Canada 0.07% Add +4.4% 8,771,600 $423.8M
Empower Advisory Group, LLC 1.07% Add +6.1% 8,168,332 $394.7M
Assetmark, Inc. 0.61% Add +4.7% 6,216,190 $300.4M
Alliancebernstein L.P. 0.08% Add +13.0% 5,443,006 $263.0M
Cetera Investment Advisers 0.28% Add +6.7% 5,341,499 $258.1M
Morgan Stanley 0.01% Add +18.5% 5,053,978 $244.2M
Bank of New York Mellon Corp 0.04% Add +5.4% 4,839,270 $233.8M
Lincoln National Corp. 6.54% Add +5.3% 4,628,933 $223.7M
&partners 0.86% Add +19.1% 3,410,407 $165.1M
Cambridge Investment Research Advisors, Inc. 0.35% Add +1.4% 2,715,103 $131.2M
Tiaa Trust, National Association 0.29% Add +5.0% 2,464,692 $119.1M
Ally Invest Advisors Inc. 7.84% Add +7.0% 2,351,481 $113.6M
Beacon Pointe Advisors, LLC 0.78% Add +244.1% 2,308,892 $111.6M
Ameriprise Financial Inc. 0.03% Reduce -13.3% 2,281,729 $110.2M
Janney Montgomery Scott LLC 0.20% Add +3.4% 1,817,515 $87.8M
MML Investors Services, LLC 0.21% Add +11.2% 1,784,550 $86.2M
Mirae Asset Global Investments Co., Ltd. 0.24% Reduce -0.5% 1,754,862 $84.8M
Osaic Holdings, Inc. 0.10% Reduce -16.9% 1,466,379 $70.9M
Wells Fargo & Company 0.01% Add +21.0% 1,460,550 $70.6M
Hardy Reed LLC 4.79% Add +7.2% 1,391,168 $67.2M
Truist Financial Corp. 0.09% Add +59.4% 1,382,452 $66.8M
Symmetry Partners, LLC 3.90% Add +6.8% 1,363,267 $65.9M
CX Institutional 1.95% Add +2.6% 1,349,746 $65.2M
Alaska Permanent Capital Management, LLC 4.93% Reduce -1.6% 1,345,411 $65.0M
Prime Capital Investment Advisors, LLC 0.75% Add +3.1% 1,281,859 $61.9M
P/E Global LLC 4.44% Reduce -19.5% 1,274,817 $61.6M
Raymond James Financial Inc. 0.02% Add +3.9% 1,176,819 $56.9M
Hantz Financial Services, Inc. 0.83% Add +16.6% 1,167,409 $56.4M
Partners in Financial Planning 9.52% Add +8.1% 1,163,482 $56.2M
Pure Financial Advisors, LLC 0.83% Add +5.3% 1,143,541 $55.3M
Capstone Financial Advisors, Inc. 2.85% Add +3.6% 1,107,654 $53.5M
OneDigital Investment Advisors LLC 0.52% Reduce -2.7% 1,089,671 $52.7M
Apella Capital, LLC 1.03% Reduce -9.3% 1,083,328 $52.3M
Country Trust Bank 0.94% Add +1.6% 1,078,391 $52.1M
CreativeOne Wealth, LLC 1.26% Add +5.4% 1,071,991 $51.8M
Vestmark Advisory Solutions, Inc. 0.69% Add +8.7% 1,063,648 $51.4M
US Bancorp \de 0.06% Add +1.4% 1,023,249 $49.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.39% Reduce -4.0% 1,014,102 $49.0M
Retirement Investment Advisors, Inc. 3.88% Add +4.1% 995,929 $48.1M
Eclectic Associates Inc. 7.24% Add +2.1% 960,909 $46.4M
Burton Enright Welch 6.49% Add +12.9% 954,414 $46.1M
PDS Planning, Inc 3.07% Add +2.5% 951,867 $46.0M
Franklin Resources Inc. 0.01% Reduce -4.3% 881,986 $42.6M
Hamilton Point Investment Advisors, LLC 6.40% Add +5.1% 871,392 $42.1M
Commonwealth Equity Services, LLC 0.06% Add +3.1% 867,132 $41.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +39.3% 862,120 $41.7M
Cerity Partners LLC 0.06% Add +165.9% 846,935 $40.9M
Cwm, LLC 0.11% Add +97.8% 829,587 $40.1M
Citigroup Inc. 0.03% Add +9.7% 817,876 $39.5M
Corient Private Wealth LP 0.05% Add +12.2% 800,886 $38.7M
NewEdge Advisors, LLC 0.14% Add +13.3% 796,620 $38.5M
Clark Asset Management, LLC 3.92% Add +15.8% 780,698 $37.7M
Kestra Investment Management, LLC 0.91% Add +8055.6% 771,355 $37.3M
Coldstream Capital Management Inc. 0.48% Add +1.1% 766,885 $37.1M
Rinkey Investments 9.19% Add +140.9% 748,803 $36.2M
1832 Asset Management L.P. 0.05% Add +2.1% 747,646 $36.1M
Stifel Financial Corp. 0.03% Add +13.3% 733,541 $35.4M
Efficient Advisors, LLC 2.04% Add +2.1% 724,128 $35.0M
Horizon Investments, LLC 0.44% Add +1.7% 711,021 $34.4M
Valmark Advisers, Inc. 0.42% Add +3.4% 708,032 $34.2M
Northern Trust Corp. 0.00% Reduce -3.4% 688,361 $33.3M
Orion Porfolio Solutions, LLC 0.24% Add +6.3% 671,409 $32.4M
UBS Group AG 0.01% Reduce -7.9% 666,606 $32.2M
Phillips Financial Management, LLC 2.01% Add +0.8% 644,205 $31.1M
Human Investing LLC 4.32% Add +4.5% 632,627 $30.6M
Wedmont Private Capital 1.05% Add +11.9% 625,652 $30.4M
Marotta Asset Management 5.37% Add +2.3% 600,474 $29.0M
Sagespring Wealth Partners, LLC 0.52% Add +0.0% 28,604,388 $28.7M
Alaska Wealth Advisors, LLC 3.55% Add +4.2% 576,823 $27.9M
MilWealth Group LLC 6.61% Add +3.8% 574,479 $27.8M
Morningstar Investment Management LLC 1.63% Add +9.5% 572,634 $27.7M
Jones Financial Companies LLLP 0.02% Add +29.2% 564,589 $27.3M
Burrus Financial Services, Inc. 15.35% Reduce -19.9% 408,330 $27.0M
Kestra Advisory Services, LLC 0.11% Add +34.0% 551,265 $26.6M
Hassell Wealth Management, LLC 8.75% Add +5.4% 538,947 $26.2M
Vise Technologies, Inc. 0.51% Add +25.1% 535,399 $25.9M
Discipline Wealth Solutions, LLC 4.79% Add +15.6% 534,839 $25.8M
Avion Wealth 5.42% Reduce -19.6% 534,390 $25.8M
Silver Oak Advisory Group, Inc. 10.98% Add +2.1% 502,687 $24.3M
Brooklyn Investment Group 1.09% Add +337.9% 487,209 $23.6M
Avior Wealth Management, LLC 0.73% Add +9.6% 485,346 $23.5M
Wiser Wealth Management, Inc 5.06% Add +4.0% 470,587 $22.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.33% Add +20.2% 458,913 $22.2M
Evolution Advisers, Inc. 9.58% Reduce -2.2% 458,070 $22.1M
Luminvest Wealth Management LLC 6.11% Add +18.4% 455,930 $22.0M
Atria Investments, Inc 0.25% Add +7.6% 449,707 $21.7M
Sanctuary Advisors, LLC 0.12% Add +10.4% 449,157 $21.7M
Thrivent Financial for Lutherans 0.04% Add +7.9% 440,125 $21.3M
Harbour Investments, Inc. 0.43% Add +105.3% 440,114 $21.3M
Flagstone Financial Management 5.43% Add +4.0% 438,274 $21.2M
GeoWealth Management, LLC 0.77% Reduce -3.3% 429,493 $20.8M
Farther Finance Advisors, LLC 0.22% Add +61.5% 415,777 $20.1M
Cranbrook Wealth Management, LLC 3.94% Add +0.4% 413,182 $20.0M
Creative Planning 0.01% Add +36.0% 409,358 $19.8M
Yeomans Consulting Group, Inc. 5.77% New 407,361 $19.7M
Ascent Group, LLC 0.67% Add +0.0% 406,105 $19.6M
FIL Ltd 0.01% Add +2.9% 405,095 $19.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.5% 395,960 $19.2M
EverSource Wealth Advisors, LLC 0.70% Add +4.3% 392,419 $19.0M
Bank of Montreal 0.01% Reduce -1.9% 389,742 $18.8M
Mariner, LLC 0.02% Reduce -2.2% 389,462 $18.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.0% 378,950 $18.3M
Financial Advisors Network, Inc. 2.48% Add +3.5% 373,818 $18.1M
Lifeworks Advisors, LLC 2.25% Add +10.1% 359,078 $17.4M
EP Wealth Advisors, LLC 0.09% — 358,606 $17.3M
Park Avenue Securities LLC 0.15% Add +0.5% 354,278 $17.1M
Parker Financial LLC 6.74% Add +2.9% 344,302 $16.6M
Financial Architects, LLC 8.91% Add +7.8% 343,006 $16.6M
HighTower Advisors, LLC 0.02% Add +44.7% 338,735 $16.4M
Summit Wealth Group, LLC 3.71% Add +4.7% 328,459 $15.9M
ShankerValleau Wealth Advisors, Inc. 4.28% Add +5.8% 327,072 $15.8M
Ballentine Capital Advisors, Inc 6.60% Add +9.3% 324,068 $15.7M
Prospera Capital Management, LLC 7.72% Reduce -1.0% 316,791 $15.3M
Refined Wealth Management 10.18% Reduce -0.1% 313,035 $15.1M
Grove Street Fiduciary, LLC 6.30% Reduce -0.5% 311,830 $15.1M
Susquehanna International Group, LLP 0.02% New 303,971 $14.7M
Cambridge Advisors Inc. 2.67% Add +8.9% 289,978 $14.0M
Ade, LLC 6.77% Add +0.3% 289,220 $14.0M
Net Worth Advisory Group 2.78% Add +16.4% 284,086 $13.7M
SigFig Wealth Management, LLC 0.41% Add +6.3% 283,807 $13.7M
Atmos Advisory, LLC 7.92% Add +4.1% 282,961 $13.7M
Bay Harbor Wealth Management, LLC 3.57% Reduce -1.0% 282,603 $13.7M
Perigon Wealth Management, LLC 0.24% Add +12.5% 281,529 $13.6M
Northwest & Ethical Investments L.P. 0.30% Reduce -50.1% 276,910 $13.4M
Wealthspire Retirement, LLC 0.81% Add +3.4% 276,316 $13.4M
Patriot Investment Management Group, Inc. 0.85% Add +7.8% 275,998 $13.3M
Rockefeller Capital Management L.P. 0.02% Add +67.9% 273,307 $13.2M
Silver Coast Investments LLC 4.53% Add +4.7% 272,146 $13.2M
Greenspring Advisors, LLC 0.80% Add +645.1% 268,293 $13.0M
BNP Paribas Financial Markets 0.01% Add +19.0% 268,158 $13.0M
Vawter Financial, Ltd. 5.46% Add +9.5% 267,868 $12.9M
Voya Investment Management LLC 0.01% Reduce -4.5% 265,187 $12.8M
Brookstone Capital Management 0.14% Add +4.0% 260,644 $12.6M
Brooklyn FI, LLC 2.66% Add +5.1% 257,072 $12.4M
Alps Advisors Inc. 0.07% Add +5.3% 256,298 $12.4M
Livet Wealth, LLC 7.62% — 256,071 $12.4M
BIP Wealth, LLC 0.43% Add +17.9% 253,616 $12.3M
Nwam LLC 0.68% Add +10.3% 250,578 $12.1M
Weitzel Financial Services, Inc. 4.67% Add +1.6% 249,864 $12.1M
OpenArc Corporate Advisory, LLC 0.20% — 249,282 $12.0M
Legacy Financial Group, Inc. 3.12% Add +14.0% 246,309 $11.9M
Addison Advisors LLC 2.67% Add +10.3% 246,253 $11.9M
Tenret Co LLC 6.02% Reduce -8.5% 246,190 $11.9M
VestGen Advisors, LLC 0.50% Add +131.3% 245,350 $11.9M
World Investment Advisors 0.19% Add +113.7% 242,938 $11.7M
Market Street Wealth Management Advisors LLC 1.82% Reduce -20.0% 241,950 $11.7M
AE Wealth Management LLC 0.07% Add +11.3% 239,678 $11.6M
Breakwater Investment Management 4.17% Reduce -0.9% 238,694 $11.5M
Bfsg, LLC 1.12% Add +7.5% 238,639 $11.5M
American Financial & Tax Strategies Inc. 5.65% Add +4.1% 234,773 $11.3M
Goldman Sachs Group Inc. 0.00% Add +47.8% 232,126 $11.2M
Sovereign Financial Group, Inc. 1.96% Add +5.5% 227,821 $11.0M
Golden Bell Financial Planning LLC 9.13% Add +5.7% 226,976 $11.0M
Morton Brown Family Wealth, LLC 2.98% Add +17.9% 226,399 $10.9M
Mutual Advisors, LLC 0.23% Add +3.6% 223,157 $10.8M
Concurrent Investment Advisors, LLC 0.12% Add +33.2% 221,831 $10.7M
Stokes Family Office, LLC 0.96% Add +10.8% 218,090 $10.5M
Aspire Private Capital, LLC 2.30% Reduce -0.4% 213,537 $10.3M
Comerica Bank 0.04% Reduce -2.5% 213,142 $10.3M
Triad Wealth Partners, LLC 0.97% Add +20.2% 212,170 $10.3M
Mgo One Seven LLC 0.21% Add +62.8% 210,492 $10.2M
Trust Co 0.94% Reduce -1.5% 207,773 $10.0M
Topsail Wealth Management, LLC 1.44% Add +10.9% 203,884 $9.9M
FC Advisory LLC 2.83% Add +3.6% 203,643 $9.8M
XY Planning Network, Inc. 1.71% Add +215.7% 203,212 $9.8M
Values Added Financial LLC 4.04% New 198,234 $9.6M
Van Eck Associates Corp. 0.01% Add +15.6% 197,989 $9.6M
NorthRock Partners, LLC 0.16% Add +30.8% 197,322 $9.5M
Tribridge Partners Financial LLC 3.98% Add +15.8% 196,252 $9.5M
Elevatus Welath Management 2.58% Reduce -3.3% 194,912 $9.4M
Private Advisor Group, LLC 0.04% Add +106.1% 194,553 $9.4M
Goldstein Advisors, LLC 1.07% Add +3.4% 194,318 $9.4M
Cooper/Haims Advisors, LLC 4.26% Add +4.7% 194,110 $9.4M
Leading Edge Financial Planning LLC 2.12% Add +10.5% 192,768 $9.3M
Topel & Distasi Wealth Management, LLC 4.53% Add +6.7% 191,910 $9.3M
McLean Asset Management Corp 1.66% Add +2.6% 190,765 $9.3M
Riversedge Advisors, LLC 1.50% Add +7.5% 191,282 $9.2M
Strategic Investment Advisors / MI 0.79% Add +0.7% 188,807 $9.1M
Seeds Investor LLC 1.74% Add +17.1% 188,173 $9.1M
Principal Securities, Inc. 0.14% Add +16.6% 187,596 $9.1M
Transamerica Financial Advisors, LLC 0.75% Reduce -7.1% 186,935 $9.0M
Stone Loft Wealth Management LLC 8.42% — 185,613 $9.0M
Arcadia Wealth Management, LLC 3.32% Add +2.3% 184,606 $8.9M
Resolute Capital, LLC 3.70% — 183,263 $8.9M
Lodestar Private Asset Management LLC 0.88% Add +4.7% 181,256 $8.8M
Compound Planning, Inc. 0.26% Add +5.9% 181,000 $8.7M
Fairway Wealth LLC 2.36% Add +118.0% 377,728 $8.7M
Level Financial Advisors 2.30% Add +14.9% 180,161 $8.7M
AMG National Trust Bank 0.20% Add +26.8% 178,499 $8.6M
Eq Wealth Advisors, LLC 5.09% Add +6.4% 178,330 $8.6M
Columbia River Financial Group, LLC 5.28% Add +7.5% 178,074 $8.6M
Somnio Financial Group, LLC 5.64% Add +4.5% 176,570 $8.5M
Hilltop Partners LLC 2.19% Add +6.2% 175,673 $8.5M
rebel Financial LLC 3.62% Add +0.0% 175,141 $8.5M
Forum Private Client Group LLC 2.87% Add +0.2% 174,578 $8.4M
Sigma Planning Corp 0.23% Add +5.9% 174,392 $8.4M
Financial Planning Navigators CORP 3.84% — 172,974 $8.4M
Camden National Bank 1.14% Add +2.7% 171,509 $8.3M
Lincoln Capital Corp. 2.93% New 170,448 $8.2M
ABLE Financial Group, LLC 1.67% Reduce -8.5% 169,951 $8.2M
Capital Investment Management, Inc. 2.86% — 169,016 $8.2M
Stephens Inc. 0.10% Add +21.0% 168,330 $8.1M
Security Financial Services, INC. 1.25% Add +4.1% 164,195 $7.9M
First Heartland Consultants, Inc. 0.60% Add +7.0% 164,074 $7.9M
Johnson & White Wealth Management, LLC 3.45% Add +4.1% 164,039 $7.9M
GuidedMoney, LLC 4.20% — 162,796 $7.9M
GTS Securities LLC 0.27% New 162,194 $7.8M
Parr McKnight Wealth Management Group, LLC 0.99% Add +15.6% 156,974 $7.6M
RFG Advisory, LLC 0.14% Reduce -15.6% 155,126 $7.5M
Gould Capital, LLC 4.61% Reduce -1.0% 154,877 $7.5M
Modera Wealth Management, LLC 0.09% Add +5.4% 154,072 $7.4M
Physician Wealth Solutions Inc. 3.12% Add +6.8% 152,450 $7.4M
Smartleaf Asset Management LLC 0.28% Add +0.2% 151,701 $7.3M
Arkansas Financial Group, Inc. 1.06% Add +20.1% 151,880 $7.3M
Sensenig Capital Advisors, Inc 7.45% — 151,726 $7.3M
Hilltop Holdings Inc. 0.44% Reduce -0.4% 151,566 $7.3M
Bear Mountain Capital, Inc. 2.36% Reduce -2.9% 150,520 $7.3M
Center For Asset Management LLC 3.78% Add +3.3% 149,723 $7.2M
Frisco Financial Planning LLC 6.01% Add +2.7% 148,880 $7.2M
Paladin Partners, LLC 5.27% — 146,282 $7.1M
BDFS Capital LLC 3.52% — 144,333 $7.0M
Strategic Blueprint, LLC 0.41% Add +3.7% 143,804 $6.9M
Chandler Asset Management, Inc. 1.09% Add +24.4% 143,035 $6.9M
Omega Financial Group, LLC 2.29% Add +3.4% 142,604 $6.9M
Valpey Financial Services, LLC 4.31% Add +5.9% 139,723 $6.8M
First Horizon Corp. 0.30% Add +130.3% 137,972 $6.7M
Arax Advisory Partners 0.19% Add +4.5% 137,151 $6.6M
Bokf, NA 0.10% Add +336.6% 136,555 $6.6M
Upper Left Wealth Management, LLC 3.98% Add +10.1% 135,132 $6.5M
Plum Street Advisors, LLC 2.32% Add +7.6% 135,026 $6.5M
HSBC Holdings PLC 0.00% Reduce -76.5% 134,580 $6.5M
National Bank of Canada 0.01% Reduce -17.9% 134,468 $6.5M
Opes Wealth Management LLC 1.09% Add +11.1% 133,007 $6.4M
Elevated Capital Advisors, LLC 1.49% Reduce -2.5% 132,163 $6.4M
Vertex Investment Solutions Co., Ltd. 6.27% — 130,700 $6.3M
Brighton Securities Corp. 3.12% Add +12.4% 130,791 $6.3M
CGN Advisors LLC 0.50% Add +13.2% 130,148 $6.3M
Chesapeake Wealth Management 1.87% Add +3.2% 130,082 $6.3M
Scissortail Wealth Management, LLC 1.43% Add +7.3% 129,552 $6.3M
Prospect Financial Group LLC 5.78% Add +5.0% 128,706 $6.2M
Retirement Wealth Solutions LLC 3.91% Add +2.9% 128,154 $6.2M
City State Bank 1.68% Reduce -4.4% 126,787 $6.1M
FPC Investment Advisory, Inc. 3.35% Add +12.7% 126,374 $6.1M
Merit Financial Group, LLC 0.05% Add +51.0% 124,933 $6.0M
Brown Wealth Management, LLC 1.59% New 124,755 $6.0M
Acorn Creek Capital LLC 2.15% Add +4.3% 123,673 $6.0M
CFS Investment Advisory Services, LLC 0.43% Reduce -18.7% 122,258 $5.9M
Conrad Siegel Investment Advisors, Inc. 1.12% Add +86.3% 121,726 $5.9M
Midwest Capital Advisors, LLC 2.80% Add +7.1% 121,026 $5.8M
Seneschal Advisors, LLC 4.28% Reduce -1.9% 120,349 $5.8M
Manuka Financial, LLC 3.61% Reduce -0.2% 120,296 $5.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.33% No change 120,000 $5.8M
Sage Rhino Capital LLC 1.09% Add +2.9% 119,131 $5.8M
D.A. Davidson & Co. 0.04% Add +5.9% 118,202 $5.7M
Horizons Wealth Management 3.75% Add +5.8% 116,774 $5.6M
Auour Investments LLC 1.78% Add +1.1% 115,658 $5.6M
Range Advisory, LLC 1.42% — 114,298 $5.5M
Level Wealth Management LLC 2.81% Add +11.4% 113,693 $5.5M
Allstreet Capital Advisors LLC 3.97% — 113,646 $5.5M
Baird Financial Group, Inc. 0.01% Add +6.0% 111,485 $5.4M
Csenge Advisory Group 0.24% Add +1.8% 110,386 $5.3M
B. Riley Wealth Advisors, Inc. 0.25% Reduce -3.6% 110,155 $5.3M
Equitable Holdings, Inc. 0.04% Add +131.9% 109,604 $5.3M
ONE Advisory Partners, LLC 1.58% Add +1.1% 108,461 $5.2M
Fort Vancouver Investment Management, LLC 2.79% Add +4.8% 108,163 $5.2M
Factor Wealth Management LTD 1.12% Add +9.9% 107,676 $5.2M
Janus Henderson Group PLC 0.00% Reduce -43.7% 107,211 $5.2M
Evergreen Private Wealth LLC 2.04% Add +8.7% 106,961 $5.2M
Hopwood Nicholas Hunter 1.68% — 106,547 $5.1M
Five Pine Wealth Management 3.30% Add +21.7% 106,442 $5.1M
Braun-Bostich & Associates Inc. 3.15% Add +2.8% 105,603 $5.1M
Baron Financial Group, LLC 2.73% Add +7.5% 105,425 $5.1M
Financial Engines Advisors L.L.C. 0.01% Add +4.1% 105,149 $5.1M
Beacon Financial Group 0.50% Add +0.2% 104,487 $5.0M
J.W. Cole Advisors, Inc. 0.12% Add +3.5% 190,296 $5.0M
Ameritas Advisory Services, LLC 0.19% Add +1221.6% 103,404 $5.0M
Triumph Capital Management 1.08% Reduce -9.5% 102,989 $5.0M
United Financial Planning Group LLC 2.98% Add +3.3% 101,529 $4.9M
Geneos Wealth Management Inc. 0.12% Add +9.4% 98,631 $4.8M
BCGM Wealth Management, LLC 1.22% Add +2.7% 98,621 $4.8M
Ruedi Wealth Management, Inc. 1.25% Add +6.0% 98,521 $4.8M
Veery Capital, LLC 1.46% Add +2.1% 98,500 $4.8M
Neumann Capital Management, LLC 1.32% Add +3.1% 94,880 $4.6M
Cary Street Partners Financial LLC 0.11% Add +1.4% 116,777 $4.6M
Grey Fox Wealth Advisors, LLC 0.93% Add +6.1% 93,773 $4.5M
Bedminster, LLC 4.10% — 92,421 $4.5M
K2 Financial Inc. 3.44% Add +2.8% 91,803 $4.5M
Deutsche Bank AG 0.00% Reduce -18.0% 91,910 $4.4M
Gotham Asset Management 0.02% Add +0.9% 91,811 $4.4M
LMG Wealth Partners, LLC 0.81% Add +2.4% 89,891 $4.3M
Brucke Financial, Inc. 2.37% Add +4.2% 89,772 $4.3M
Exencial Wealth Advisors, LLC 0.14% Add +2.5% 89,319 $4.3M
NYL Investors LLC 1.45% Add +4.2% 88,310 $4.3M
Bush Investment Group, LLC 2.38% Add +1.2% 88,179 $4.3M
Integrated Advisors Network LLC 0.19% Add +1.8% 87,745 $4.2M
Ancora Advisors LLC 0.09% Reduce -0.7% 87,676 $4.2M
AdvisorNet Financial, Inc 0.22% Reduce -1.0% 86,691 $4.2M
BlackRock, Inc. 0.00% Reduce -71.4% 86,206 $4.2M
TSA Wealth Managment LLC 1.38% Reduce -16.4% 86,026 $4.2M
Capital Analysts, LLC 0.11% Add +6.7% 85,629 $4.1M
Natixis Advisors, LLC 0.01% Add +6.0% 85,135 $4.1M
Atlatl Advisers LLC 1.57% Add +11.3% 84,619 $4.1M
Friedenthal Financial 2.10% Add +0.8% 84,415 $4.1M
Arta Finance Wealth Management LLC 2.08% — 84,409 $4.1M
Wealthfront Advisers LLC 0.01% Reduce -2.6% 83,875 $4.1M
PNC Financial Services Group, Inc. 0.00% Add +83.6% 83,762 $4.0M
Beacon Harbor Wealth Advisors, Inc. 0.89% Add +7.6% 82,830 $4.0M
Lanark Financial, Inc. 0.29% Add +8.0% 80,313 $3.9M
WealthSpring Partners, LLC 3.97% — 80,127 $3.9M
SBI Securities Co., Ltd. 0.10% Add +36.4% 79,971 $3.9M
Zeit Capital LLC 2.60% Reduce -6.1% 79,834 $3.9M
McNaughton Wealth Management, LLC 1.57% Add +0.7% 78,749 $3.8M
Scotia Capital Inc. 0.02% Reduce -12.1% 78,569 $3.8M
HT Partners LLC 1.11% Add +0.8% 77,551 $3.7M
Simon Quick Advisors, LLC 0.16% Reduce -7.1% 76,565 $3.7M
WealthCare Investment Partners, LLC 1.07% Add +11.6% 76,042 $3.7M
AlphaStar Capital Management, LLC 0.27% Add +4.7% 75,688 $3.7M
Martel Wealth Advisors LLC 0.62% Add +1.2% 74,947 $3.6M
TD Waterhouse Canada Inc. 0.02% Add +605.0% 74,538 $3.6M
Sharper & Granite LLC 1.26% Add +2.7% 73,960 $3.6M
Blue Barn Wealth, LLC 5.18% Reduce -74.3% 73,647 $3.6M
Focus Partners Wealth 0.00% Add +478.2% 71,754 $3.5M
W.H. Cornerstone Investments Inc. 2.12% Reduce -19.2% 72,850 $3.5M
Note Advisors, LLC 1.80% Reduce -16.5% 72,614 $3.5M
Emergent Wealth Advisors, LLC 1.96% Add +0.2% 72,220 $3.5M
PFG Advisors 0.17% Reduce -3.5% 72,192 $3.5M
Watershed Private Wealth LLC 1.05% Add +5.8% 72,163 $3.5M
Hexagon Capital Partners LLC 0.64% Add +15.0% 72,054 $3.5M
SWP Financial LLC 1.73% Add +1.9% 71,194 $3.4M
Petix & Botte Co 0.78% Reduce -15.6% 70,827 $3.4M
Avant Financial Advisors LLC 2.45% Add +5.2% 70,433 $3.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -57.7% 70,082 $3.4M
Strategic Financial Planning, Inc. 1.91% Add +4.6% 69,126 $3.3M
Valley Wealth Managers, Inc. 0.21% Add +8.4% 66,847 $3.2M
HM Payson & Co. 0.05% No change 66,641 $3.2M
Interactive Financial Advisors, Inc. 2.06% Reduce -12.0% 66,059 $3.2M
Atomic Invest LLC 1.78% — 65,528 $3.2M
West Wealth Group, LLC 0.66% Add +11.0% 65,408 $3.2M
Independent Advisor Alliance 0.08% Add +169.9% 64,403 $3.1M
Elmwood Wealth Management, Inc. 0.97% Add +6.9% 63,870 $3.1M
Choreo, LLC 0.04% Add +29.6% 63,789 $3.1M
VCI Wealth Management LLC 0.86% Add +10.3% 63,688 $3.1M
Robinswood Financial LLC 0.98% Add +0.5% 63,336 $3.1M
LaSalle St. Investment Advisors, LLC 0.48% Add +1.6% 61,640 $3.0M
Elevation Wealth Partners, LLC 1.04% Add +4.0% 60,779 $2.9M
Schroder Investment Management Group 0.00% Reduce -23.9% 59,174 $2.9M
UNIVEST FINANCIAL Corp 0.15% Add +5.4% 58,677 $2.8M
Cambria Investment Management, L.P. 0.16% Add +2.7% 56,833 $2.7M
Global Endowment Management, LP 0.34% Add +0.3% 56,764 $2.7M
Legacy Wealth Partners, LLC 0.70% — 56,224 $2.7M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -61.7% 55,586 $2.7M
Pettinga Financial Advisors LLC 0.51% Add +17.1% 55,412 $2.7M
Trek Financial, LLC 0.15% Add +29.7% 55,328 $2.7M
Flow Traders U.S. LLC 0.09% New 54,981 $2.7M
BLB&B Advisors, LLC 0.11% Add +3.5% 54,556 $2.6M
ATLas Financial Planning LLC 2.58% — 54,461 $2.6M
Ehrlich Financial Group 1.50% Add +3.2% 54,428 $2.6M
Crabel Capital Management, LLC 1.99% Add +50.8% 54,373 $2.6M
Womack Financial LLC 1.88% Reduce -0.4% 52,747 $2.5M
United Advisor Group, LLC 0.33% Add +20.8% 52,386 $2.5M
Integrated Wealth Concepts LLC 0.03% Reduce -2.5% 52,246 $2.5M
Sterling Financial Planning, Inc. 0.76% Add +10.0% 51,946 $2.5M
Burk Holdings LLC 1.19% Add +8.7% 51,661 $2.5M
Genesis Private Wealth, LLC 0.77% Add +10.5% 51,653 $2.5M
Balanced Rock Investment Advisors LLC 1.75% Add +7.5% 50,983 $2.5M
Alvarez & Marsal Private Wealth Partners, LLC 0.47% — 50,959 $2.5M
Absolute Capital Management, LLC 0.89% Add +34.2% 50,740 $2.5M
FSB Premier Wealth Management, Inc. 0.78% Reduce -4.4% 50,654 $2.4M
Red Wave Investments LLC 0.73% Reduce -3.9% 50,510 $2.4M
Bank of Hawaii 0.12% Add +2.6% 50,291 $2.4M
Gladwyn Financial Advisors, Inc. 1.66% Add +6.4% 48,954 $2.4M
Manske Wealth Management 0.69% Add +2.3% 48,437 $2.3M
Kestra Private Wealth Services, LLC 0.03% Add +26.3% 48,309 $2.3M
Great Valley Advisor Group, Inc. 0.04% Add +0.3% 48,016 $2.3M
McIlrath & Eck, LLC 0.21% Add +175.2% 47,895 $2.3M
Global Trust Wealth Management LLC 1.71% — 47,671 $2.3M
Signature Estate & Investment Advisors LLC 0.05% Reduce -4.0% 47,666 $2.3M
MAI Capital Management 0.01% Reduce -7.6% 47,148 $2.3M
Wealth Alliance, LLC 0.22% Add +38.9% 46,511 $2.2M
Johnson Financial Group, LLC 0.14% Add +111.6% 46,185 $2.2M
Total Wealth Planning, LLC 4.75% Reduce -88.8% 45,965 $2.2M
Claro Advisors Inc. 0.30% Add +6.9% 45,617 $2.2M
Graetz Wealth LLC 1.99% — 45,195 $2.2M
Sterling Investment Management, LLC 1.23% New 44,979 $2.2M
Global Retirement Partners, LLC 0.04% Add +130.1% 44,900 $2.2M
Ocean Park Asset Management, LLC 0.10% Add +48.9% 44,893 $2.2M
Exchange Traded Concepts, LLC 0.02% Add +48.9% 44,893 $2.2M
Hohimer Wealth Management, LLC 0.29% Reduce -7.6% 44,750 $2.2M
Comprehensive Money Management Services LLC 1.48% Add +0.7% 44,477 $2.1M
Winter & Associates, Inc. 1.99% — 44,474 $2.1M
First Hawaiian Bank 0.28% Add +5.3% 44,320 $2.1M
Sowell Financial Services LLC 0.08% Add +9.3% 43,831 $2.1M
AQR Capital Management 0.00% Add +91.2% 43,629 $2.1M
10Elms LLP 2.20% Reduce -0.3% 43,557 $2.1M
Stonehaven Wealth & Tax Solutions, LLC 1.87% Reduce -5.8% 43,072 $2.1M
Capital Asset Managemnet, LLC 2.27% — 42,493 $2.1M
Tectonic Advisors LLC 0.10% Add +2.0% 40,965 $2.0M
Ryan Investment Management, Inc. 1.10% Add +1.9% 40,923 $2.0M
Regions Financial Corp. 0.01% Add +4.3% 40,920 $2.0M
Charis Legacy Partners, LLC 2.90% Add +9.4% 40,663 $2.0M
Cannon Advisors, Inc. 1.37% Reduce -8.8% 39,957 $1.9M
Napier Financial, LLC 0.48% — 40,021 $1.9M
New Insight Wealth Advisors 0.69% Add +21.9% 39,817 $1.9M
Islay Capital Management, LLC 1.14% Reduce -14.1% 39,817 $1.9M
Cypress Wealth Services, LLC 0.27% Add +17.0% 39,811 $1.9M
U.S. Capital Wealth Advisors, LLC 0.05% New 39,499 $1.9M
LifePlan Investment Advisors, Inc. 0.77% Add +11.2% 38,893 $1.9M
Founders Financial Securities LLC 0.11% Add +57.6% 38,834 $1.9M
Savvy Advisors, Inc. 0.06% Reduce -11.3% 38,825 $1.9M
Advisory Services Network, LLC 0.03% Add +98.6% 38,820 $1.9M
Veratis Advisors, Inc. 1.48% — 38,355 $1.9M
Sovran Advisors, LLC 0.16% Reduce -18.0% 38,535 $1.9M
JMG Financial Group, Ltd. 0.05% Add +2.5% 38,509 $1.9M
Spire Wealth Management 0.06% Add +9.2% 38,130 $1.8M
M Holdings Securities, Inc. 0.13% Add +240.4% 37,945 $1.8M
Prostatis Group LLC 0.44% Add +1.8% 37,822 $1.8M
Fifth Third Bancorp 0.01% Reduce -5.2% 37,732 $1.8M
Trust Co. of Vermont 0.08% Add +84.2% 37,633 $1.8M
Skyline Advisors, Inc. 0.59% Add +2.3% 36,521 $1.8M
WMG Financial Advisors, LLC 0.73% Add +2.0% 36,497 $1.8M
Dynamic Advisor Solutions LLC 0.06% Reduce -3.6% 36,474 $1.8M
Invst, LLC 0.19% Reduce -4.8% 36,457 $1.8M
Towerpoint Wealth, LLC 0.70% Add +3.5% 36,431 $1.8M
B.O.S.S. Retirement Advisors, LLC 0.55% Add +42.5% 36,416 $1.8M
Running Point Capital Advisors, LLC 0.48% Reduce -0.5% 36,403 $1.8M
Falcon Wealth Planning 0.15% Reduce -4.6% 36,336 $1.8M
Stratos Wealth Partners, LTD. 0.02% Add +8.7% 36,206 $1.7M
Allodium Investment Consultants, LLC 0.87% Add +38.7% 35,646 $1.7M
Bragg Financial Advisors, Inc 0.06% Add +6.0% 35,098 $1.7M
Cogent Private Wealth, Inc. 1.28% — 34,779 $1.7M
Sage Financial Management Group, Inc. 0.51% Add +0.8% 34,592 $1.7M
Benjamin Edwards Inc. 0.02% Add +27.6% 34,487 $1.7M
Peapack Gladstone Financial Corp. 0.02% Add +10.8% 34,394 $1.7M
Koshinski Asset Management, Inc. 0.11% Reduce -1.2% 34,145 $1.6M
Quadrature Capital Ltd 0.02% New 33,462 $1.6M
North Star Investment Management Corp. 0.10% Add +0.7% 33,237 $1.6M
Global Financial Private Client, LLC 0.56% Add +0.1% 33,205 $1.6M
Spectrum Planning & Advisory Services Inc. 0.82% Reduce -5.7% 33,180 $1.6M
Westside Investment Management, Inc. 0.25% Add +4.4% 32,958 $1.6M
Coston, McIsaac & Partners 0.37% Add +30.4% 32,937 $1.6M
Kovack Advisors, Inc. 0.08% Add +10.6% 32,737 $1.6M
Diversify Wealth Management, LLC 0.07% Add +617.2% 32,503 $1.6M
Level Four Advisory Services, LLC 0.05% Add +16.1% 32,504 $1.6M
Cassady Wealth & Retirement Planning, LLC 1.02% — 32,494 $1.6M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.6% 32,432 $1.6M
Parallel Advisors, LLC 0.03% Add +6.4% 32,370 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +45.7% 31,696 $1.5M
Fifth Third Securities, Inc. 0.10% Add +2.2% 31,538 $1.5M
VestGen Investment Management 0.84% Reduce -1.8% 31,231 $1.5M
Leo Wealth, LLC 0.11% Add +137.3% 30,589 $1.5M
OneAscent Financial Services LLC 0.14% Add +9.5% 30,564 $1.5M
Alteri Wealth LLC 0.48% Add +4.5% 30,428 $1.5M
Gateway Wealth Partners, LLC 0.16% Add +23.4% 30,413 $1.5M
Novem Group 0.17% Add +13.7% 30,130 $1.5M
Ashton Thomas Securities, LLC 0.27% Add +11.6% 29,914 $1.4M
Brandywine Asset Management, Inc. 0.99% — 29,154 $1.4M
Independent Financial Group, LLC 0.03% Add +43.2% 28,696 $1.4M
Allworth Financial LP 0.01% Add +81.0% 28,408 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +24.0% 28,376 $1.4M
Horst & Graben Wealth Management LLC 0.21% Add +35.4% 28,156 $1.4M
Meritas Wealth Management, LLC 0.65% Add +1.2% 28,130 $1.4M
Cutler Investment Counsel LLC 0.14% Add +35.0% 28,109 $1.4M
Facet Wealth, Inc. 0.02% New 27,993 $1.4M
Tranquilli Financial Advisor LLC 0.79% Reduce -1.6% 28,059 $1.4M
SageView Advisory Group, LLC 0.05% Reduce -2.8% 28,009 $1.4M
JT Stratford LLC 0.17% Add +0.9% 27,979 $1.4M
Aspen Wealth Management LLC 0.28% Reduce -6.2% 27,862 $1.3M
IFP Advisors, Inc 0.03% Add +28.5% 27,793 $1.3M
Syon Capital LLC 0.07% Add +12.3% 27,353 $1.3M
Creekside Partners 0.56% Reduce -0.3% 27,277 $1.3M
Uptown Financial Advisors LLC 1.12% Add +19.4% 27,238 $1.3M
FSM Wealth Advisors, LLC 0.18% Add +29.1% 27,218 $1.3M
LongView Wealth Management 0.32% Reduce -3.8% 26,993 $1.3M
JNBA Financial Advisors 0.11% Add +1.7% 27,117 $1.3M
UMB Bank, n.a. 0.02% New 27,083 $1.3M
Flagstar Securities, Inc. 0.44% Reduce -0.6% 27,078 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -14.3% 26,979 $1.3M
Journey Strategic Wealth LLC 0.03% Add +147.3% 26,735 $1.3M
CoreCap Advisors, LLC 0.04% Add +35.3% 26,664 $1.3M
FMR LLC 0.00% Add +4.8% 26,551 $1.3M
Scarborough Advisors, LLC 0.21% Reduce -69.9% 26,305 $1.3M
Eq LLC 0.36% Add +59.4% 26,127 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -31.5% 26,004 $1.3M
Moors & Cabot, Inc. 0.05% Add +22.5% 25,890 $1.3M
Trellis Wealth Advisors LLC 0.49% No change 25,882 $1.3M
Stewardship Advisors, LLC 0.28% Add +5.0% 25,428 $1.2M
Kings Path Partners LLC 0.43% Reduce -13.8% 25,366 $1.2M
Prevail Innovative Wealth Advisors, LLC 0.22% Add +39.7% 25,179 $1.2M
Bank of Marin 0.84% Add +0.3% 25,130 $1.2M
Diversified Enterprises, LLC 0.07% Add +54.8% 24,832 $1.2M
Carter Financial Group, INC. 0.71% Add +4.3% 24,688 $1.2M
Stonekeep Investments, LLC 0.75% Add +8.4% 24,362 $1.2M
Continental Investors Services, Inc. 1.51% Add +3.8% 24,176 $1.2M
Defined Wealth Management, LLC 0.68% Add +1.4% 24,249 $1.2M
Citizens & Northern Corp. 0.29% Add +6.7% 24,121 $1.2M
Wealthspire Advisors, LLC 0.01% Add +20.0% 24,012 $1.2M
Glass Jacobson Investment Advisors llc 0.42% Reduce -3.6% 23,998 $1.2M
Joel Isaacson & Co., LLC 0.04% Add +3.1% 23,964 $1.2M
Engineers Gate Manager LP 0.01% Reduce -42.4% 23,527 $1.1M
Brindle & Bay Financial Advisors, LLC 0.75% — 23,461 $1.1M
5T Wealth, LLC 0.45% Reduce -14.8% 23,318 $1.1M
Sloy Dahl & Holst, LLC 0.13% Add +108.1% 23,107 $1.1M
TD Private Client Wealth LLC 0.02% Add +14.9% 22,996 $1.1M
Trinity Wealth Management, LLC 0.41% Add +10.2% 22,792 $1.1M
Fort Henry Capital, LLC 0.67% Add +21.7% 22,688 $1.1M
Inscription Capital, LLC 0.11% Reduce -0.9% 22,504 $1.1M
Tyche Wealth Partners LLC 0.17% Add +39.2% 22,488 $1.1M
Merited Wealth, LLC 1.00% — 22,346 $1.1M
Birch Financial Group, LLC 0.61% Add +5.6% 22,131 $1.1M
Point Nemo Capital, LLC 1.06% — 22,065 $1.1M
Signal Advisors Wealth, LLC 0.08% Reduce -1.6% 21,698 $1.0M
Summit Financial, LLC 0.02% Add +3.2% 21,517 $1.0M
PFG Investments, LLC 0.05% Reduce -7.3% 21,405 $1.0M
McCartney Wealth Management LLC 0.89% — 21,389 $1.0M
PFC Capital Group, Inc. 0.43% Add +13.5% 21,390 $1.0M
Quadrant Private Wealth Management, LLC 0.17% Add +3.3% 21,184 $1.0M
Wedbush Securities Inc. 0.03% Reduce -31.2% 21,132 $1.0M
Westfuller Advisors, LLC 0.41% Add +1.3% 20,833 $1.0M
Qube Research & Technologies Ltd 0.00% Add +1.6% 20,554 $993K
Southland Equity Partners LLC 0.20% Add +1.7% 20,519 $991K
Cahill Financial Advisors Inc. 0.11% Add +6.6% 20,411 $986K
Two Sigma Securities, LLC 0.14% Add +152.8% 20,351 $983K
Myecfo, LLC 0.42% Add +68.6% 20,296 $981K
Pacific Financial Group Inc. 0.54% Add +9.7% 20,226 $977K
GWN Securities Inc. 0.20% Reduce -0.8% 20,034 $968K
Payne Capital LLC 0.96% Reduce -4.8% 19,597 $947K
Investments & Financial Planning, LLC 0.51% Reduce -14.8% 19,515 $943K
Bakala Capital LLC 4.45% Add +3.3% 19,465 $941K
Equita Financial Network, Inc. 0.28% Add +1.0% 19,105 $923K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -0.0% 19,095 $923K
TFB Advisors LLC 0.26% Reduce -4.6% 19,052 $921K
SteelPeak Wealth, LLC 0.03% New 18,935 $915K
Oakmont Advisory Group, LLC 0.98% — 18,934 $915K
Acorn Wealth Advisors, LLC 0.27% Add +8.2% 18,903 $913K
Summit Global Investments 0.05% Reduce -0.8% 18,703 $904K
Mather Group, Llc. 0.01% Add +1.7% 18,619 $900K
Clearstead Trust, LLC 0.14% No change 18,505 $894K
L.K. Benson & Company, P.C. 0.44% Add +25.5% 18,338 $886K
Fisher Asset Management 0.00% Reduce -50.4% 18,323 $885K
BOK Financial Private Wealth, Inc. 0.05% Add +10.9% 18,232 $881K
Arkadios Wealth Advisors 0.02% Add +15.6% 18,067 $873K
Thrive Capital Management, LLC 0.19% Add +13.3% 18,009 $870K
FSA Advisors, Inc. 0.60% New 146,213 $858K
Richardson Financial Services Inc. 0.27% Add +1.9% 12,552 $850K
Maripau Wealth Management LLC 0.39% Reduce -2.1% 17,517 $846K
Compass Ion Advisors, LLC 0.08% No change 17,488 $845K
Venture Visionary Partners LLC 0.03% Add +165.0% 17,480 $845K
Arete Wealth Advisors, LLC 0.06% Add +9.7% 17,409 $841K
Xcelsior Advisor Partners LLC 0.41% — 17,389 $840K
Signet Financial Management, LLC 0.09% Add +54.9% 17,334 $838K
Greenwich Wealth Management LLC 0.04% Add +1.4% 17,251 $834K
Guidance Capital, Inc. 0.20% Add +4.3% 16,958 $822K
Verde Capital Management 0.17% Reduce -4.7% 16,957 $819K
Plancorp, LLC 0.02% No change 16,660 $805K
Ballast Advisors LLC 0.22% Add +3.2% 16,621 $803K
Three Bridge Wealth Advisors, LLC 0.21% Reduce -1.8% 16,444 $795K
Straight Path Wealth Management 0.21% Add +2.6% 16,420 $793K
Rehmann Capital Advisory Group 0.04% Add +3.7% 16,361 $791K
DGS Capital Management, LLC 0.14% Add +16.6% 16,361 $791K
Ewa, LLC 0.19% Add +25.6% 16,351 $790K
Donalies Financial Planning, LLC 0.67% — 16,303 $788K
Fagan Associates, Inc. 0.10% Add +22.4% 16,008 $774K
Vilga Financial Planning LLC 0.74% — 16,002 $773K
JMN Financial LLC 0.77% — 15,914 $769K
Leavell Investment Management, Inc. 0.03% Reduce -2.4% 15,860 $766K
RCS Financial Planning, LLC 0.33% Add +34.3% 15,851 $766K
Provident Living Financial Services, Inc. 0.75% — 15,778 $762K
Avid Wealth Partners LLC 0.37% Add +9.8% 15,764 $762K
Moneta Group Investment Advisors LLC 0.01% New 15,764 $762K
Allegiance Financial Group Advisory Services LLC 0.16% Reduce -5.2% 15,579 $753K
Captrust Financial Advisors 0.00% Reduce -36.5% 15,407 $744K
Soltis Investment Advisors LLC 0.05% Add +32.9% 15,406 $744K
Cornerstone Planning Group LLC 0.12% Add +2437.0% 15,298 $742K
Advyzon Investment Management, LLC 0.09% Add +20.1% 15,320 $740K
Vermillion Wealth Management, Inc. 0.30% Add +6.6% 15,301 $739K
Continuum Advisory, LLC 0.07% Reduce -0.0% 15,251 $737K
World Equity Group, Inc. 0.20% Add +7.0% 15,164 $733K
Colonial Trust Co / SC 0.10% Reduce -5.1% 15,093 $729K
Associated Banc-Corp 0.02% Reduce -2.9% 14,902 $720K
Endowment Wealth Management, Inc. 0.33% Reduce -20.9% 14,871 $719K
Waverly Advisors, LLC 0.01% Add +2.5% 14,813 $716K
Arlington Capital Management, Inc. 0.44% New 14,792 $715K
International Assets Investment Management, LLC 0.05% Add +3.1% 14,635 $707K
Buck Wealth Strategies, LLC 0.09% Reduce -12.0% 14,599 $705K
Kickstand Ventures, Llc. 0.15% New 14,598 $705K
Accurate Wealth Management, LLC 0.09% Reduce -3.3% 14,505 $704K
JFS Wealth Advisors, LLC 0.04% Reduce -2.2% 14,567 $704K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.5% 14,476 $699K
IVC Wealth Advisors LLC 0.30% Add +9.7% 14,474 $699K
Millennium Management 0.00% Reduce -42.4% 14,421 $697K
Fiduciary Alliance LLC 0.05% Add +17.7% 14,346 $693K
TMB Capital Partners, LLC 0.24% — 14,332 $693K
BAM Wealth Management, LLC 0.50% Reduce -3.0% 14,191 $686K
Redwood Investment Management, LLC 0.08% Reduce -8.0% 14,144 $683K
Rockland Trust Co. 0.03% Reduce -0.8% 14,070 $680K
Compass Capital Corp. /Ma/ 0.26% New 13,864 $675K
Regal Investment Advisors LLC 0.04% Add +3.4% 13,951 $674K
Curio Wealth, LLC 0.24% Add +6.0% 13,906 $673K
Trustmark Bank Trust Department 0.04% Add +159.6% 13,809 $667K
Onyx Bridge Wealth Group LLC 0.07% Reduce -12.4% 13,767 $665K
One Capital Management, LLC 0.02% New 13,713 $663K
Blueprint Investment Partners LLC 0.07% New 13,601 $657K
Cordgrass Capital Advisors, LLC 0.16% Add +174.2% 13,536 $654K
Capasso Planning Partners LLC 0.36% New 13,435 $649K
United Capital Financial Advisors, LLC 0.00% Reduce -1.9% 13,408 $648K
Blueprint Financial Advisors LLC 0.10% New 13,363 $646K
Curtis Advisory Group, LLC 0.14% Add +0.3% 13,342 $645K
Essential Planning, LLC. 0.21% Reduce -44.8% 13,319 $644K
Shayne & Jacobs, LLC 0.19% No change 13,190 $637K
Heartwood Wealth Advisors LLC 0.06% No change 13,178 $637K
Modern Wealth Management, LLC 0.01% Add +66.2% 13,147 $635K
Balefire, LLC 0.12% Add +2.7% 13,037 $630K
IFG Advisory, LLC 0.03% Add +50.5% 13,005 $628K
Global Wealth Management Investment Advisory, Inc. 0.10% Add +0.4% 12,960 $626K
Victory Financial Group, LLC 0.08% Reduce -10.1% 12,931 $625K
Hardworking Capital Advisors, LLC 0.56% — 12,728 $615K
Oppenheimer & Co. Inc. 0.01% Reduce -60.6% 12,543 $606K
Embree Financial Group 0.07% Add +39.4% 12,479 $603K
Darden Wealth Group Inc 0.29% Add +0.0% 12,477 $603K
StoneX Group Inc. 0.03% Reduce -76.9% 12,419 $600K
Sax Wealth Advisors, LLC 0.03% Reduce -4.4% 12,345 $596K
Chicago Capital, LLC 0.01% No change 12,295 $594K
Raffa Wealth Management, LLC 0.09% Reduce -54.3% 12,107 $585K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 12,083 $584K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.3% 12,048 $582K
Citizens Financial Group Inc. 0.01% Add +38.4% 12,000 $580K
WealthCollab, LLC 0.24% No change 11,955 $578K
Washington Trust Advisors, Inc. 0.04% Add +118.3% 11,864 $573K
Eagle Rock Investment Company, LLC 0.08% Add +40.7% 11,857 $573K
Caliber Wealth Management, LLC / KS 0.06% Reduce -28.5% 11,808 $571K
Everett Harris & Co. 0.01% New 11,756 $568K
Flputnam Investment Management Co. 0.01% Add +26.0% 11,698 $565K
Money Concepts Capital Corp. 0.03% Add +10.3% 11,688 $565K
Uptick Partners, LLC 0.12% Add +167.2% 11,546 $558K
Sound Income Strategies, LLC 0.03% Reduce -15.2% 11,448 $556K
J.M. Arbour, LLC 0.55% — 11,497 $556K
Ramiah Investment Group 0.48% New 11,489 $555K
Centaurus Financial, Inc. 0.03% Reduce -9.3% 11,451 $553K
Elequin Capital, LP 0.08% New 11,439 $553K
City Center Advisors, LLC 0.51% Add +42.1% 11,436 $553K
Financial Guidance Group, Inc. 0.23% Add +111.1% 11,387 $550K
St Germain D J Co. Inc. 0.02% Add +4.2% 11,358 $549K
Everest Private Wealth 0.30% Add +3.3% 11,239 $543K
Mission Creek Capital Partners, Inc. 0.11% Reduce -38.5% 11,171 $540K
Archer Investment Corp 0.12% Reduce -14.3% 11,169 $540K
Xena Financial Planning, LLC 0.63% — 11,021 $533K
Hoxton Planning & Management, LLC 0.16% Add +125.1% 11,003 $532K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% — 10,912 $527K
Wetzel Investment Advisors, Inc. 0.21% Add +53.2% 10,897 $527K
Ausdal Financial Partners, Inc. 0.02% Reduce -15.7% 10,894 $526K
Private Management Group Inc. 0.02% Reduce -1.8% 10,868 $525K
IHT Wealth Management, LLC 0.01% Reduce -0.4% 10,822 $523K
Drucker Wealth 3.0, LLC 0.09% Reduce -51.7% 10,793 $522K
Blair William & Co. 0.00% Add +112.7% 10,716 $518K
Lam Group, Inc. 0.29% Reduce -34.6% 10,645 $514K
Spinnaker Trust 0.03% Add +27.3% 10,627 $513K
Liberty Wealth Management LLC 0.07% Reduce -3.9% 10,594 $513K
Focus Financial Network, Inc. 0.02% Add +8.1% 10,619 $513K
Trivium Point Advisory, LLC 0.05% Reduce -10.2% 10,541 $509K
Cahaba Wealth Management, Inc. 0.04% Add +1.3% 10,532 $509K
Financial Consulate, Inc. 0.07% No change 10,526 $509K
Wesbanco Bank Inc. 0.01% Add +17.7% 10,484 $507K
REAP Financial Group, LLC 0.10% Reduce -13.1% 10,465 $506K
Lido Advisors, LLC 0.00% Add +13.8% 10,252 $505K
Institute for Wealth Management, LLC. 0.05% Reduce -1.8% 10,401 $503K
Waller Financial Planning Group, Inc. 0.11% Add +11.9% 10,333 $499K
Forthright Family Wealth Advisory LLC 0.31% Add +4.0% 10,309 $498K
Vantage Financial Partners, LLC 0.10% Reduce -0.9% 10,305 $498K
DecisionPoint Financial, LLC 0.11% Add +4.3% 10,270 $496K
Cary Street Partners Investment Advisory LLC 0.13% New 10,253 $495K
Waystone Advisors LLC 0.42% — 10,183 $492K
Main Street Financial Solutions, LLC 0.04% Add +2.2% 10,152 $491K
Coastline Trust Co 0.05% Reduce -4.0% 10,081 $487K
Transcendent Capital Group LLC 0.22% Add +33.5% 10,053 $486K
White Lighthouse Investment Management Inc. 0.07% Add +3.9% 10,047 $485K
Vestment Financial LLC 0.25% New 9,999 $485K
Christensen, King & Associates Investment Services, Inc. 0.21% Add +11.2% 9,946 $481K
Dorsey & Whitney Trust CO LLC 0.03% Add +1.9% 9,935 $480K
SeaCrest Wealth Management, LLC 0.05% Reduce -26.7% 9,837 $477K
Robertson Stephens Wealth Management, LLC 0.01% Add +9.8% 9,844 $476K
SilverOak Wealth Management LLC 0.07% Reduce -8.1% 9,772 $472K
Axxcess Wealth Management, LLC 0.01% Add +51.9% 9,752 $471K
Gibraltar Capital Management, Inc. 0.08% Reduce -4.0% 9,735 $470K
Diversify Advisory Services, LLC 0.01% Reduce -0.7% 9,635 $468K
N.E.W. Advisory Services LLC 0.03% Reduce -2.4% 9,518 $460K
Axis Wealth Partners, LLC 0.25% Add +12.9% 9,472 $458K
Diesslin Group, Inc. 0.18% — 9,448 $457K
Harmony Asset Management LLC 0.15% Add +44.6% 9,448 $457K
Potomac Fund Management Inc. 0.02% Add +0.9% 9,445 $456K
Petra Financial Advisors Inc. 0.27% Add +11.3% 9,346 $452K
Snowden Capital Advisors LLC 0.01% Reduce -13.9% 9,286 $449K
Synergy Asset Management, LLC 0.05% Reduce -78.2% 9,239 $446K
Courage Miller Partners, LLC 0.13% Add +12.0% 9,129 $441K
Verdence Capital Advisors LLC 0.03% Add +0.9% 9,078 $439K
Lynx Investment Advisory 0.24% Add +20.2% 8,953 $433K
Neuberger Berman Group LLC 0.00% No change 8,908 $430K
WoodTrust Financial Corp 0.05% Add +38.1% 8,857 $428K
Valeo Financial Advisors, LLC 0.01% New 8,841 $427K
HighPoint Advisor Group LLC 0.01% New 8,833 $427K
Gladstone Institutional Advisory LLC 0.02% Add +104.9% 8,810 $426K
Applied Capital LLC 0.16% Reduce -1.8% 8,807 $426K
17 Capital Partners, LLC 0.22% New 8,605 $416K
Steward Partners Investment Advisory, LLC 0.00% Reduce -36.7% 8,412 $406K
Family CFO Inc 0.18% New 8,393 $406K
Lodestone Wealth Management LLC 0.16% Reduce -21.1% 8,352 $404K
Palisades Hudson Asset Management, L.P. 0.16% Add +1.9% 8,327 $402K
American Financial Advisors, LLC 0.05% Reduce -35.7% 8,313 $402K
Oceanside Advisors LLC 0.24% Add +2.0% 8,300 $401K
Eaton-Cambridge Inc. 0.13% New 8,290 $401K
Pacific Park Financial, Inc. 0.25% — 8,279 $400K
Meadowbrook Advisors Group, LLC 0.22% — 8,234 $398K
Elk River Wealth Management LLC 0.06% No change 8,182 $395K
Kingswood Wealth Advisors, LLC 0.02% Reduce -47.2% 8,161 $394K
Bayban 0.35% — 8,128 $393K
Integrity Alliance, Llc. 0.01% Add +86.1% 8,122 $392K
Arbor Capital Management Inc. 0.33% Add +1.4% 8,080 $392K
Private Wealth Management Group, LLC 0.10% No change 8,112 $392K
Patriot Financial Group Insurance Agency, LLC 0.05% New 8,094 $391K
Aprio Wealth Management, LLC 0.02% New 8,069 $390K
National Wealth Management Group, LLC 0.13% Reduce -41.4% 8,056 $389K
One Day In July LLC 0.03% New 7,940 $384K
CAP Partners, LLC 0.21% Add +19.6% 7,850 $379K
Barrett & Company, Inc. 0.13% Reduce -0.3% 7,824 $378K
Moneco Advisors, LLC 0.03% Add +0.0% 7,820 $378K
Rede Wealth, LLC 0.13% New 7,817 $378K
Ashton Thomas Private Wealth, LLC 0.01% Add +86.2% 7,804 $377K
Buttonwood Financial Group, LLC 0.20% Reduce -38.2% 7,754 $376K
Twin City Private Wealth, LLC 0.28% Reduce -2.8% 7,762 $375K
Frank, Rimerman Advisors LLC 0.02% No change 7,724 $373K
TrueWealth Advisors, LLC 0.10% Reduce -11.4% 7,715 $373K
American Investment Services, Inc. 0.09% Reduce -12.8% 7,679 $371K
Archer Investment Management, LLC 0.20% New 7,588 $367K
Simmons Bank 0.02% Reduce -9.3% 7,559 $365K
Mayport, LLC 0.07% Reduce -46.0% 7,515 $363K
Oak Harvest Investment Services 0.04% Add +29.2% 7,482 $362K
Silver Oak Securities, Incorporated 0.02% Add +90.8% 7,453 $361K
Freedom Investment Management, Inc. 0.10% Reduce -2.1% 7,454 $360K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -37.7% 7,436 $359K
Raleigh Capital Management Inc. 0.13% Add +0.9% 7,362 $356K
Mma Asset Management LLC 0.13% Reduce -2.6% 7,347 $355K
DUTCH ASSET Corp 0.27% — 7,347 $355K
Kelly Financial Services LLC 0.09% Add +1.8% 7,263 $351K
Libra Wealth LLC 0.10% No change 7,236 $350K
DAVENPORT & Co LLC 0.00% Add +22.0% 7,236 $350K
Oregon Pacific Wealth Management, LLC 0.36% Add +9.3% 7,224 $349K
PACK Private Wealth, LLC 0.16% Add +0.9% 7,217 $349K
MainStreet Investment Advisors LLC 0.05% No change 7,200 $348K
Evanson Asset Management, LLC 0.02% Reduce -72.7% 7,180 $347K
Rossby Financial, LCC 0.11% Add +4.9% 7,127 $344K
Berger Financial Group, Inc 0.02% Reduce -1.5% 7,124 $344K
Zhang Financial LLC 0.01% Add +15.4% 7,096 $343K
Family Wealth Partners, LLC 0.12% Add +2.8% 7,069 $342K
Wealthcare Advisory Partners LLC 0.01% Reduce -61.8% 7,068 $342K
First Citizens Bank & Trust Co. 0.01% New 7,045 $340K
Freestone Capital Holdings, LLC 0.01% Add +6.5% 7,039 $340K
Summit Wealth Group LLC / Co. 0.05% New 7,035 $340K
Kohmann Bosshard Financial Services, LLC 0.03% Add +4.9% 7,048 $338K
Indiana Trust & Investment Management Co 0.10% No change 7,000 $338K
Boston Standard Wealth Management, LLC 0.06% Reduce -8.5% 6,989 $338K
Advocacy Wealth Management, LLC 0.01% Reduce -6.8% 6,981 $337K
Beacon Financial Advisory LLC 0.08% Add +1.0% 6,973 $337K
Ballast, Inc. 0.08% New 6,953 $336K
Northwest Capital Management Inc 1.46% Reduce -51.1% 6,952 $336K
Charles Schwab Trust Co 0.02% Add +6.5% 6,936 $335K
Innova Wealth Partners 0.17% No change 6,920 $334K
Signet Private Wealth LLC 0.32% — 6,875 $332K
Quad-Cities Investment Group, LLC 0.14% Add +1.7% 6,782 $328K
Oakwell Private Wealth Management, LLC 0.06% No change 6,753 $326K
Dynamic Wealth Strategies, LLC 0.19% Add +11.6% 6,747 $326K
Torrey-Payne Wealth Management, LLC 0.29% — 6,670 $324K
TrustWell Financial Advisors, LLC 0.31% — 6,687 $323K
CENTRAL TRUST Co 0.01% Reduce -9.8% 6,653 $321K
Condor Capital Management 0.03% Add +0.0% 6,636 $321K
Clearstead Advisors, LLC 0.00% Add +0.9% 6,583 $318K
Summit Trail Advisors, LLC 0.01% Add +0.6% 6,578 $318K
Carroll Advisory Group, LLC 0.14% — 6,577 $318K
Advisors Asset Management, Inc. 0.01% Add +110.8% 6,488 $314K
Hazlett, Burt & Watson, Inc. 0.10% Add +327.4% 6,373 $311K
Sonoma Private Wealth LLC 0.37% Add +2.8% 6,422 $310K
Parsonex Advisory Services, Inc. 0.20% Add +1.1% 6,397 $309K
Concorde Asset Management, LLC 0.12% Add +49.0% 6,377 $308K
Pinnacle Bancorp, Inc. 0.09% No change 6,338 $306K
CIBC Private Wealth Group LLC 0.00% Reduce -30.2% 6,318 $305K
Fjell Capital, LLC 0.23% New 6,299 $304K
Hutchens & Kramer Investment Management Group, LLC 0.10% Reduce -1.7% 6,286 $304K
Phil A. Younker & Associates, Ltd. 0.21% No change 6,250 $302K
Independent Wealth Network Inc. 0.09% Add +12.9% 6,242 $302K
KCM Investment Advisors LLC 0.01% New 6,146 $297K
NorthStar Asset Management LLC 0.13% Add +5.0% 6,143 $297K
VERITY Wealth Advisors 0.18% Add +0.1% 6,131 $296K
Shared Vision Wealth Group LLC 0.12% New 6,102 $296K
Texas Yale Capital Corp. 0.01% Add +1.7% 6,100 $295K
Alpha Omega Wealth Management LLC 0.05% Add +0.2% 6,091 $294K
Aspect Partners, LLC 0.13% Add +0.3% 6,085 $294K
Root Financial Partners, LLC 0.02% Reduce -15.8% 6,063 $293K
Meridian Wealth Management, LLC 0.01% New 6,057 $293K
Alta Wealth Advisors LLC 0.10% Reduce -0.3% 6,055 $293K
Forefront Wealth Partners, LLC 0.14% Reduce -98.2% 6,052 $292K
Hardin Capital Partners, LLC 0.14% No change 6,048 $292K
Keystone Financial Group 0.02% Reduce -0.4% 6,044 $292K
Washington Trust Bank 0.02% No change 6,000 $290K
Correct Capital Wealth Management 0.05% New 5,965 $288K
Capital Management Associates, Inc 0.06% New 5,962 $288K
BluePrint Investing LLC 0.26% — 5,924 $286K
Calton & Associates, Inc. 0.04% Reduce -33.3% 5,921 $286K
Patten Group, Inc. 0.05% Add +16.3% 5,902 $285K
Canal Capital Management, LLC 0.04% Add +1.4% 5,891 $285K
Penobscot Wealth Management 0.09% Add +3.1% 5,867 $283K
Urban Wealth Management, LLC 0.26% — 5,862 $283K
Advisortrust Partners, LLC 0.12% — 5,842 $282K
Venturi Wealth Management, LLC 0.01% Reduce -11.0% 5,839 $282K
Clear Creek Financial Management, LLC 0.02% Add +18.8% 5,809 $281K
Mayflower Financial Advisors, LLC 0.03% New 5,741 $277K
Summit Wealth Partners, LLC 0.05% Add +41.5% 5,728 $277K
Churchill Financial Advisors, LLC 0.08% — 5,716 $276K
Essex Financial Services, Inc. 0.02% Reduce -3.9% 5,691 $275K
Princeton Global Asset Management LLC 0.04% New 5,668 $274K
Reyes Financial Architecture, Inc. 0.17% No change 5,648 $273K
Revolve Wealth Partners, LLC 0.03% Add +0.4% 5,643 $273K
Websterrogers Financial Advisors, LLC 0.08% New 5,641 $273K
Marshall Financial Group, LLC 0.05% Reduce -4.9% 5,576 $269K
Cape Investment Advisory, Inc. 0.08% Add +51.8% 5,575 $269K
Pointe Capital Management LLC 0.13% New 5,554 $268K
Verity Asset Management, Inc. 0.12% Add +0.8% 5,547 $268K
HB Wealth Management, LLC 0.00% Reduce -40.2% 5,541 $268K
Integrated Wealth Management 0.30% — 5,533 $267K
Next Capital Management LLC 0.09% New 5,519 $267K
Aznar Financial Advisors, LLC 0.26% — 5,511 $266K
Hanson & Doremus Investment Management 0.03% Reduce -6.9% 5,487 $265K
Anchor Capital Advisors LLC 0.01% New 5,483 $265K
Sapient Capital LLC 0.00% New 5,467 $264K
Holos Integrated Wealth LLC 0.15% Reduce -37.5% 5,459 $264K
Godfrey Financial Associates, Inc. 0.23% — 5,431 $264K
Joel Adams & Associates, Inc. 0.20% Add +8.8% 5,437 $263K
Vantage Point Financial LLC 0.09% Reduce -7.2% 5,418 $262K
Capital Planning LLC 0.07% New 5,396 $261K
Bridgewater Advisors Inc. 0.02% Add +2.2% 5,368 $260K
Sharkey, Howes & Javer 0.03% Reduce -40.0% 5,370 $259K
Mission Wealth Management, LP 0.01% New 5,353 $259K
Jackson Hole Capital Partners, LLC 0.04% Reduce -2.5% 5,341 $258K
Providence First Trust Co 0.09% Add +11.5% 5,330 $258K
FWG Investments, LLC. 0.16% New 5,271 $255K
Hanover Advisors Inc. 0.10% Reduce -0.5% 5,263 $254K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.5% 5,263 $254K
Essex Bank 0.05% No change 5,238 $253K
ORG Partners LLC 0.05% Add +11.7% 5,232 $253K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% Add +1.2% 5,217 $252K
Alterna Wealth Management, Inc. 0.21% New 5,213 $252K
Pacific Asset Management, LLC 0.15% Add +2.2% 5,201 $251K
Maia Wealth LLC 0.04% Reduce -75.9% 5,148 $251K
WPG Advisers, LLC 0.19% Add +1.4% 5,191 $251K
American National Bank & Trust 0.02% Reduce -25.1% 5,166 $250K
Jim Saulnier & Associates, LLC 0.13% Add +19.4% 5,159 $249K
Willis Johnson & Associates, Inc. 0.02% Add +6.5% 5,145 $249K
Curi Capital, LLC 0.00% Add +5.8% 5,110 $247K
Fischer Investment Strategies, LLC 0.14% New 5,093 $246K
O'Brien Wealth Partners LLC 0.03% New 5,088 $246K
Value Investment Professionals, LLC 0.26% — 5,057 $244K
Claris Financial LLC 0.13% Reduce -16.8% 4,971 $240K
Cornerstone Wealth Management, LLC 0.01% Reduce -2.8% 4,965 $240K
Five Oceans Advisors 0.08% Reduce -1.1% 4,940 $239K
True Link Financial Advisors, LLC 0.01% Reduce -99.2% 4,924 $238K
Checchi Capital Advisers, LLC 0.02% Reduce -15.5% 4,911 $237K
Murphy & Mullick Capital Management Corp 0.17% Reduce -23.7% 4,854 $235K
Prospera Financial Services Inc 0.00% Add +7.6% 4,847 $235K
Rock Point Advisors, LLC 0.06% No change 4,850 $234K
Meridian Financial Partners LLC 0.09% No change 4,827 $234K
Noesis Capital Mangement Corp. 0.03% Add +0.5% 4,816 $233K
Simplicity Wealth,LLC 0.01% Add +1.4% 4,808 $232K
CVA Family Office, LLC 0.03% Reduce -5.9% 4,800 $232K
Evernest Financial Advisors, LLC 0.05% New 4,766 $231K
Frisch Financial Group, Inc. 0.05% No change 4,787 $231K
Lantern Wealth Advisors, LLC 0.12% Add +4.8% 4,769 $230K
Cypress Point Wealth Management, LLC 0.05% Add +2.7% 4,710 $228K
William John Sempolinski 0.11% — 4,656 $225K
Sterling Investment Counsel, LLC 0.06% New 4,564 $224K
New England Private Wealth Advisors LLC 0.03% Add +2.4% 4,606 $223K
Silver Grove Financial Group, Inc. 0.19% Add +2.5% 4,599 $222K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -0.2% 4,599 $222K
Headlands Technologies LLC 0.02% New 4,580 $221K
Portfolio Resources Advisor Group, Inc. 0.22% — 4,560 $220K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +2.3% 4,539 $219K
Morris Financial Concepts, Inc. 0.08% Reduce -20.8% 4,508 $218K
BridgePort Financial Solutions, LLC 0.06% Reduce -19.7% 4,505 $218K
NDVR, Inc. 0.18% New 4,504 $218K
Foguth Wealth Management, LLC. 0.03% — 4,487 $217K
Verus Capital Partners, LLC 0.01% New 4,418 $213K
Second Line Capital, LLC 0.04% Reduce -1.5% 4,410 $213K
Sequent Planning LLC 0.05% New 4,356 $210K
Badgley Phelps Wealth Managers, LLC 0.00% New 4,330 $209K
Yoffe Investment Management, LLC 0.27% No change 4,328 $209K
Pathstone Holdings, LLC 0.00% Reduce -14.4% 4,321 $209K
Colton Groome Financial Advisors, LLC 0.06% Reduce -6.2% 4,320 $209K
Carmel Capital Partners, LLC 0.07% New 4,306 $208K
Versant Capital Management, Inc 0.03% No change 4,304 $208K
Forum Financial Management, LP 0.00% New 4,296 $208K
Stockman Wealth Management, Inc. 0.02% New 4,289 $207K
Redhawk Wealth Advisors, Inc. 0.02% New 4,288 $207K
Twin Focus Capital Partners, LLC 0.02% Add +1.9% 4,281 $207K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -1.3% 4,281 $207K
Gilliland Jeter Wealth Management LLC 0.06% New 4,278 $207K
One Degree Advisors Inc 0.06% Add +4.5% 4,276 $206K
Vista Capital Partners, Inc. 0.02% New 4,254 $206K
LongView Asset Management LLC 0.14% Reduce -45.3% 4,241 $205K
Apollon Wealth Management, LLC 0.00% Reduce -0.5% 4,233 $205K
Verum Partners LLC 0.04% No change 4,202 $203K
Clientfirst Wealth Management, LLC 0.16% Reduce -8.2% 4,201 $203K
Capital Group Private Client Services, Inc. 0.00% Reduce -2.6% 4,191 $203K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -16.2% 4,175 $202K
Emerald Advisors, LLC 0.03% Reduce -1.4% 4,164 $201K
A4 Wealth Advisors LLC 0.17% New 4,157 $201K
Bison Wealth, LLC 0.02% New 4,192 $200K
Pioneer Family Office, LLC 0.13% — 4,120 $199K
Stone House Investment Management, LLC 0.03% Add +16.8% 4,077 $197K
Richard W. Paul & Associates, LLC 0.06% Reduce -2.6% 4,019 $194K
Smithfield Trust Co 0.01% No change 4,002 $193K
Optima Capital LLC 0.08% Reduce -23.6% 3,817 $184K
Larson Financial Group LLC 0.01% Add +34.9% 3,804 $184K
LFA - Lugano Financial Advisors SA 0.09% Add +7.0% 3,513 $170K
Cherry Tree Wealth Management, LLC 0.03% Reduce -19.0% 3,305 $160K
Atlantic Union Bankshares Corp 0.00% Add +0.2% 3,046 $147K
S.A. Mason LLC 0.06% No change 2,971 $144K
Private Trust Co. NA 0.01% Reduce -39.7% 2,641 $128K
Kingdom Financial Group LLC. 0.04% New 2,588 $125K
Wilmington Savings Fund Society, FSB 0.00% No change 2,585 $125K
Tucker Asset Management LLC 0.04% New 2,539 $123K
Blue Trust, Inc. 0.00% Reduce -50.4% 2,485 $120K
IFC & Insurance Marketing, Inc. 0.11% — 2,321 $112K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,293 $111K
Rialto Wealth Management, LLC 0.02% Add +7992.3% 2,104 $102K
Legacy Wealth Managment, LLC 0.05% Add +444.3% 2,090 $101K
TCTC Holdings, LLC 0.00% No change 2,077 $100K
Community Bank, N.A. 0.01% New 2,074 $100K
Investment Research & Advisory Group, Inc. 0.03% Add +8.7% 2,035 $98K
Brown Brothers Harriman & Co. 0.00% Add +62.2% 2,003 $97K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.5% 1,964 $95K
CoreFirst Bank & Trust 0.05% No change 1,963 $95K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,926 $93K
Webster Bank, N. A. 0.01% No change 1,908 $92K
Key Financial Inc 0.02% Add +642.8% 1,857 $90K
Signaturefd, LLC 0.00% Add +399.4% 1,828 $88K
Aventura Private Wealth, LLC 0.03% Reduce -28.1% 1,813 $88K
Darwin Wealth Management, LLC 0.02% Reduce -7.1% 1,650 $80K
SHP Wealth Management 0.01% — 1,612 $78K
Quest 10 Wealth Builders, Inc. 0.07% Add +10.3% 1,580 $76K
SOA Wealth Advisors, LLC. 0.01% Add +2.7% 1,546 $75K
Smallwood Wealth Investment Management, LLC 0.04% No change 1,533 $74K
Go Invest LLC 0.02% — 1,529 $74K
NBT Bank, N.A. 0.00% Add +57.6% 1,516 $73K
Blueline Advisors LLC 0.06% — 1,502 $73K
Parkside Financial Bank & Trust 0.01% Add +85.5% 1,493 $72K
Signature Equity Partners, LLC 0.04% — 1,478 $71K
Physician Wealth Advisors, Inc. 0.01% Add +0.9% 1,475 $71K
Financial Management Professionals, Inc. 0.01% No change 1,471 $71K
Strategic Wealth Partners, Ltd. 0.00% Reduce -79.4% 1,470 $71K
Wellington-Altus USA Inc. 0.05% — 1,465 $71K
Crews Bank & Trust 0.01% New 1,228 $59K
Imprint Wealth LLC 0.27% Add +1027.1% 1,206 $58K
Kelleher Financial Advisors 0.01% New 1,200 $58K
Strategic Investment Solutions, Inc. 0.01% New 821 $57K
Delos Wealth Advisors, LLC 0.04% No change 1,167 $56K
Chilton Capital Management LLC 0.00% No change 1,105 $53K
Halbert Hargrove Global Advisors, LLC 0.00% Add +11988.9% 1,088 $53K
Whittier Trust Co. of Nevada Inc. 0.00% New 1,059 $51K
Evolution Wealth Management Inc. 0.04% Add +16.9% 1,031 $50K
Golden State Wealth Management, LLC 0.01% Add +2.5% 1,012 $49K
Sunbelt Securities, Inc. 0.00% Add +14.0% 987 $48K
Wealth Watch Advisors, INC 0.02% Add +16.9% 954 $46K
Wellington Grp LLC 0.01% — 910 $44K
Investors Research Corp 0.01% Add +4.1% 909 $44K
Vermillion & White Wealth Management Group, LLC 0.02% Add +3.0% 886 $43K
Fortis Group Advisors, LLC 0.01% No change 878 $42K
Flagship Harbor Advisors, LLC 0.00% New 839 $41K
American Capital Advisory, LLC 0.02% No change 757 $37K
HFM Investment Advisors, LLC 0.01% Reduce -3.1% 708 $34K
Kozak & Associates, Inc. 0.01% No change 684 $33K
Pacifica Partners Inc. 0.01% Reduce -26.8% 676 $33K
Key Capital Management, INC 0.03% — 673 $33K
Fourth Dimension Wealth, LLC 0.01% No change 664 $32K
NFSG Corp 0.00% Add +2.1% 621 $30K
Harbor Investment Advisory, LLC 0.00% Add +0.3% 619 $30K
Center for Financial Planning, Inc. 0.00% Add +1.1% 617 $30K
McGuire Capital Advisors Inc. 0.02% — 609 $29K
Maryland Capital Advisors Inc. 0.01% Reduce -7.9% 536 $26K
Kilter Group LLC 0.01% Add +35.8% 535 $26K
Ankerstar Wealth, LLC 0.03% — 530 $26K
Teachers Insurance & Annuity Association of America 0.03% New 528 $26K
Lloyd Advisory Services, LLC. 0.01% New 526 $25K
Rothschild Investment LLC 0.00% Add +35.8% 501 $24K
Clarity Asset Management, Inc. 0.01% No change 491 $24K
IMA Advisory Services, Inc. 0.00% No change 486 $23K
Eastern Bank 0.00% Reduce -92.7% 435 $21K
Clark Wealth Partners 0.01% No change 413 $20K
Boreal Capital Management LLC 0.02% No change 400 $19K
Financial Freedom, LLC 0.01% Add +2.6% 397 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 384 $19K
Bernard Wealth Management Corp. 0.01% No change 380 $18K
Rakuten Securities, Inc. 0.01% Reduce -19.4% 365 $18K
Thompson Investment Management, Inc. 0.00% No change 339 $16K
Caitlin John, LLC 0.01% No change 332 $16K
Ameriflex Group, Inc. 0.01% Reduce -52.8% 317 $15K
Independence Bank of Kentucky 0.00% No change 316 $15K
Bessemer Group Inc. 0.00% No change 294 $14K
FWL Investment Management, LLC 0.00% New 288 $14K
Bogart Wealth, LLC 0.00% Reduce -3.1% 279 $13K
Strive Financial Group ,LLC 0.01% — 271 $13K
Transce3nd, LLC 0.10% No change 264 $13K
CGC Financial Services, LLC 0.00% No change 263 $13K
Plante Moran Financial Advisors, LLC 0.00% New 259 $13K
Ameritas Investment Partners, Inc. 0.00% No change 256 $12K
Compass Financial Services Inc 0.01% Add +3.0% 241 $12K
Reflection Asset Management 0.01% — 230 $11K
Medallion Wealth Advisors, LLC 0.00% Add +0.4% 226 $11K
Garner Asset Management Corp 0.00% New 200 $10K
Bangor Savings Bank 0.00% No change 189 $9K
Millstone Evans Group, LLC 0.01% No change 188 $9K
Eukles Asset Management 0.00% No change 186 $9K
Advocate Investing Services LLC 0.01% — 176 $9K
Financial Gravity Asset Management, Inc. 0.00% Reduce -2.8% 174 $8K
Hollencrest Capital Management 0.00% No change 168 $8K
Essential Partners LLC 0.00% New 167 $8K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 161 $8K
Quarry LP 0.00% New 160 $8K
Fairman Group, LLC 0.01% No change 159 $8K
Front Row Advisors LLC 0.00% No change 152 $7K
Caldwell Trust Co 0.00% No change 150 $7K
Beaird Harris Wealth Management, LLC 0.00% Reduce -8.6% 148 $7K
MCF Advisors LLC 0.00% No change 148 $7K
Wiser Advisor Group LLC 0.01% Add +0.7% 142 $7K
TFC Financial Management, Inc. 0.00% No change 141 $7K
HighMark Wealth Management LLC 0.00% Add +382.8% 140 $7K
Quent Capital, LLC 0.00% New 124 $6K
MPWM Advisory Solutions, LLC 0.00% No change 111 $5K
Manchester Capital Management LLC 0.00% New 105 $5K
New England Asset Management Inc. 0.00% No change 100 $5K
Salomon & Ludwin, LLC 0.00% Reduce -6.7% 98 $5K
Signature Resources Capital Management, LLC 0.00% Add +220.0% 96 $5K
Global Wealth Strategies & Associates 0.00% Add +63.2% 93 $4K
Keating Financial Advisory Services, Inc. 0.00% — 86 $4K
Prestige Wealth Management Group LLC 0.00% No change 82 $4K
Solstein Capital, LLC 0.00% No change 81 $4K
Glen Eagle Advisors, LLC 0.00% No change 78 $4K
Sunrise Financial Services, LLC 0.00% — 74 $4K
Beacon Financial Strategies CORP 0.00% New 73 $4K
Strategic Advocates LLC 0.00% New 63 $3K
Winthrop Capital Management, LLC 0.00% No change 67 $3K
Birchwood Financial Partners, Inc. 0.00% — 60 $3K
Cornerstone Wealth Partners, LLC 0.00% — 60 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 60 $3K
Albion Financial Group 0.00% No change 56 $3K
Clayton Financial Group LLC 0.00% New 53 $3K
Crewe Advisors LLC 0.00% New 48 $2K
Richardson Capital Management LLC 0.00% New 29 $1K
Asset Dedication, LLC 0.00% No change 28 $1K
Burkett Financial Services, LLC 0.00% New 26 $1K
SJS Investment Consulting Inc. 0.00% New 24 $1K
Concord Wealth Partners 0.00% Add +4.3% 24 $1K
Montag A & Associates Inc. 0.00% Reduce -99.6% 22 $1K
Copia Wealth Management 0.00% No change 21 $1K
Quaker Wealth Management, LLC 0.00% New 20 $967
Motco 0.00% New 20 $966
SouthState Bank Corp 0.00% Reduce -99.1% 17 $821
Winnacle Wealth LLC 0.00% New 16 $784
Global Trust Asset Management, LLC 0.00% No change 15 $725
Pillar Financial Advisors, LLC 0.00% New 11 $532
Wealth Enhancement Trust Services, Inc. 0.00% — 9 $435
DHJJ Financial Advisors, Ltd. 0.00% New 6 $290
Russell Investments Group, Ltd. 0.00% New 5 $242
Longview Financial Advisors LLC 0.00% New 4 $194
Bell Investment Advisors, Inc 0.00% No change 3 $145
Blume Capital Management, Inc. 0.00% Reduce -75.0% 2 $97
Steigerwald, Gordon & Koch Inc. 0.00% No change 2 $97
Ares Financial Consulting, LLC 0.00% — 2 $77
Game Plan Financial Advisors, LLC 0.00% New 1 $48
Maseco LLP 0.00% No change 1 $48

"% 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.