Vanguard Short-Term Bond ETFBSVETF
13F holders, Q1 2024 (March 31)1,156holders
2famous investors
$76.66avg. 13F price*
At the end of Q1 2024, 1,156 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($3.7B), Morgan Stanley ($2.1B) and Mercer Global Advisors Inc. ($1.8B). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $68.6M |
| Exits | 95 | $100.0M |
Ownership 1,156 holders
| Envestnet Asset Management Inc. | 1.39% | Add +4.1% | 48,390,766 | $3.7B |
| Morgan Stanley | 0.17% | Reduce -3.4% | 27,949,742 | $2.1B |
| Mercer Global Advisors Inc. | 5.15% | Add +14.1% | 23,643,973 | $1.8B |
| Goldman Sachs Group Inc. | 0.31% | Reduce -30.6% | 19,225,003 | $1.5B |
| Empower Advisory Group, LLC | 3.95% | Add +4.2% | 13,748,160 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Reduce -12.0% | 13,194,686 | $1.0B |
| Allworth Financial LP | 6.24% | Add +4.0% | 11,524,568 | $883.6M |
| Northern Trust Corp. | 0.14% | Add +19.1% | 10,471,475 | $802.8M |
| Bank of America Corp. | 0.06% | Reduce -9.1% | 7,438,639 | $570.3M |
| Wells Fargo & Company | 0.12% | Reduce -6.4% | 6,054,896 | $464.2M |
| LPL Financial LLC | 0.24% | Add +4.8% | 5,900,059 | $452.4M |
| Truepoint, Inc. | 12.48% | Add +3.4% | 5,726,702 | $439.1M |
| United Capital Financial Advisors, LLC | 3.34% | Reduce -1.8% | 5,285,205 | $405.2M |
| Avantax Advisory Services, Inc. | 3.57% | Add +1.3% | 5,241,494 | $401.9M |
| Envestnet Portfolio Solutions, Inc. | 1.25% | Add +4.4% | 4,351,434 | $333.6M |
| Royal Bank of Canada | 0.07% | Reduce -1.2% | 3,865,780 | $296.4M |
| Corient Private Wealth LP | 0.50% | Add +9.1% | 3,682,155 | $282.3M |
| Lincoln National Corp. | 3.87% | Add +6.0% | 3,237,659 | $248.2M |
| UBS Group AG | 0.07% | Add +3.6% | 2,842,782 | $218.0M |
| Captrust Financial Advisors | 0.77% | Add +10.8% | 2,758,460 | $210.0M |
| True Link Financial Advisors, LLC | 20.13% | Reduce -3.5% | 2,737,765 | $209.9M |
| Commonwealth Equity Services, LLC | 0.33% | Add +2.0% | 2,578,624 | $197.7M |
| Bank of New York Mellon Corp | 0.04% | Add +7.4% | 2,493,226 | $191.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -13.4% | 2,406,859 | $184.5M |
| MetLife Investment Management, LLC | 1.22% | Reduce -5.0% | 2,368,000 | $181.6M |
| Carlson Capital Management | 6.49% | Add +11.9% | 1,792,905 | $137.5M |
| Morningstar Investment Services LLC | 1.49% | Reduce -53.3% | 1,761,826 | $135.3M |
| Apella Capital, LLC | 6.34% | Add +18.3% | 1,645,565 | $125.6M |
| Cetera Investment Advisers | 0.27% | Add +84.5% | 1,506,703 | $115.5M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Reduce -0.2% | 1,491,158 | $114.3M |
| Buckingham Strategic Wealth, LLC | 1.19% | Reduce -0.3% | 1,472,724 | $112.9M |
| Smithfield Trust Co | 5.81% | Add +2.3% | 1,429,133 | $109.6M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Reduce -4.7% | 1,403,971 | $107.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.3% | 1,373,039 | $105.0M |
| Truist Financial Corp. | 0.15% | Reduce -4.8% | 1,256,309 | $96.3M |
| Raymond James & Associates | 0.06% | Reduce -1.3% | 1,222,506 | $93.7M |
| Willow Creek Wealth Management Inc. | 9.69% | Add +5.0% | 1,080,402 | $82.8M |
| Osaic Holdings, Inc. | 0.18% | Reduce -58.1% | 1,067,438 | $81.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -2.6% | 1,043,129 | $80.0M |
| RW Investment Management LLC | 11.06% | Add +5.2% | 1,036,185 | $79.4M |
| Valmark Advisers, Inc. | 1.34% | Add +4.0% | 1,000,934 | $76.7M |
| Diversified Portfolios, Inc. | 10.79% | Add +6.8% | 1,000,202 | $76.7M |
| DAVENPORT & Co LLC | 0.46% | Add +6.1% | 956,366 | $73.3M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -4.3% | 863,309 | $66.2M |
| Janney Montgomery Scott LLC | 0.19% | Add +1.7% | 844,992 | $64.8M |
| US Bancorp \de | 0.09% | Reduce -3.2% | 843,110 | $64.6M |
| Efficient Advisors, LLC | 4.12% | Add +3.4% | 838,659 | $64.3M |
| MML Investors Services, LLC | 0.26% | Add +0.2% | 814,485 | $62.4M |
| D.A. Davidson & Co. | 0.55% | Reduce -0.8% | 798,334 | $61.2M |
| Freestone Capital Holdings, LLC | 2.29% | Add +0.5% | 798,292 | $61.2M |
| Peapack Gladstone Financial Corp. | 0.95% | Add +4.2% | 794,265 | $60.9M |
| Integris Wealth Management, LLC | 16.35% | Add +4.9% | 771,254 | $59.1M |
| RS Crum Inc. | 15.83% | Add +1.5% | 757,210 | $58.1M |
| Levy Wealth Management Group, LLC | 15.49% | No change | 716,959 | $55.2M |
| PrairieView Partners, LLC | 6.28% | Add +5.6% | 714,403 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.4% | 709,047 | $54.4M |
| Atria Wealth Solutions, Inc. | 0.59% | Add +6.0% | 683,796 | $52.4M |
| Windward Private Wealth Management Inc. | 21.31% | Add +5.9% | 679,994 | $52.1M |
| TD Capital Management LLC | 5.54% | Add +5.2% | 677,439 | $51.9M |
| Martel Wealth Advisors LLC | 11.07% | Add +4.3% | 665,727 | $51.0M |
| Jentner Corp | 17.48% | Add +0.7% | 648,867 | $49.7M |
| Comerica Bank | 0.21% | Reduce -12.1% | 645,911 | $49.5M |
| Gemmer Asset Management LLC | 5.74% | Add +7.3% | 644,970 | $49.4M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 626,487 | $48.0M |
| Brookstone Capital Management | 0.82% | Add +2.0% | 599,832 | $46.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.0% | 590,596 | $45.3M |
| National Philanthropic Trust | 0.95% | Reduce -5.5% | 569,217 | $43.6M |
| Creative Planning | 0.05% | Add +4.7% | 566,793 | $43.5M |
| Alps Advisors Inc. | 0.30% | Add +0.4% | 555,799 | $42.6M |
| Sofi Wealth, LLC | 3.87% | Add +8.9% | 542,332 | $41.6M |
| HighTower Advisors, LLC | 0.07% | Reduce -16.5% | 528,735 | $40.6M |
| Charter Oak Capital Management, LLC | 4.25% | Add +16.7% | 517,704 | $39.7M |
| Berkshire Money Management, Inc. | 4.73% | Add +13.1% | 511,153 | $39.2M |
| Citigroup Inc. | 0.04% | Add +4.6% | 500,555 | $38.4M |
| Penserra Capital Management LLC | 0.48% | Add +520365.6% | 499,647 | $38.3M |
| Annandale Capital, LLC | 8.56% | Add +4.5% | 493,687 | $37.9M |
| Ancora Advisors LLC | 0.86% | Reduce -0.8% | 490,328 | $37.6M |
| Arbor Investment Advisors, LLC | 5.49% | Add +8.3% | 489,051 | $37.5M |
| Corrigan Financial, Inc. | 9.57% | Add +3.2% | 488,972 | $37.5M |
| Campbell Wealth Management | 3.45% | Add +3696.6% | 453,309 | $34.8M |
| Betterment LLC | 0.09% | Add +39.9% | 439,130 | $33.7M |
| Cerity Partners LLC | 0.09% | Reduce -44.1% | 422,973 | $32.3M |
| United Services Automobile Association | 0.77% | Add +1.7% | 408,067 | $31.3M |
| Blair William & Co. | 0.10% | Add +10.4% | 404,151 | $31.0M |
| Financial Planning & Information Services, Inc. | 4.28% | Add +0.2% | 371,756 | $28.5M |
| Partners in Financial Planning | 6.28% | Add +7.2% | 367,883 | $28.2M |
| CreativeOne Wealth, LLC | 1.12% | Add +10.8% | 365,280 | $28.0M |
| Watchman Group, Inc. | 8.21% | Add +0.9% | 354,156 | $27.2M |
| Old National Bancorp | 0.62% | Add +29.8% | 343,402 | $26.3M |
| Baird Financial Group, Inc. | 0.05% | Add +0.9% | 335,522 | $25.7M |
| Cornerstone Investment Partners, LLC | 1.23% | Add +6.3% | 328,802 | $25.2M |
| Human Investing LLC | 5.05% | Add +4.2% | 327,696 | $25.1M |
| Traveka Wealth, LLC | 11.58% | Add +15.6% | 326,702 | $25.0M |
| Farther Finance Advisors, LLC | 1.52% | Reduce -33.1% | 327,139 | $25.0M |
| Tiaa Trust, National Association | 0.08% | Reduce -5.3% | 323,826 | $24.8M |
| Blue Trust, Inc. | 0.35% | Add +10.2% | 323,267 | $24.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.0% | 321,626 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.0% | 320,431 | $24.6M |
| SMI Advisory Services, LLC | 6.82% | Add +7662.3% | 318,411 | $24.3M |
| Cwm, LLC | 0.12% | Add +2.3% | 314,895 | $24.1M |
| Moisand Fitzgerald Tamayo, LLC | 3.68% | Add +99.8% | 313,781 | $24.1M |
| Eagle Rock Investment Company, LLC | 4.46% | Add +6.3% | 313,663 | $24.0M |
| PDS Planning, Inc | 2.53% | Add +0.6% | 313,459 | $24.0M |
| Bluestem Financial Advisors, LLC | 12.41% | Add +1.6% | 313,256 | $24.0M |
| First Horizon Advisors, Inc. | 0.74% | Reduce -4.7% | 312,522 | $24.0M |
| Squarepoint Ops LLC | 0.10% | Add +25.4% | 301,122 | $23.1M |
| Cullen/Frost Bankers, Inc. | 0.34% | Reduce -33.7% | 299,442 | $23.0M |
| Voya Financial Advisors, Inc. | 2.59% | Add +5.8% | 295,496 | $22.7M |
| Pictet North America Advisors SA | 2.53% | New | 295,610 | $22.7M |
| Mariner, LLC | 0.05% | Reduce -0.4% | 295,088 | $22.6M |
| Presilium Private Wealth, LLC | 5.96% | Add +10.6% | 292,948 | $22.5M |
| Fort Henry Capital, LLC | 16.39% | Add +4.2% | 289,764 | $22.2M |
| Associated Banc-Corp | 0.68% | Add +3.5% | 281,283 | $21.6M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +3.4% | 279,037 | $21.4M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +3.4% | 279,037 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -1.5% | 271,974 | $20.9M |
| Newton One Investments LLC | 9.06% | Add +6.2% | 268,853 | $20.6M |
| Kwmg, LLC | 2.25% | Add +3.3% | 268,741 | $20.6M |
| Beacon Capital Management, Inc. | 0.86% | Reduce -13.5% | 269,710 | $20.6M |
| Rockwood Wealth Management, LLC | 2.63% | Add +27.2% | 265,143 | $20.3M |
| Bartlett & Co. Wealth Management LLC | 0.31% | Add +0.6% | 264,283 | $20.3M |
| Fifth Third Bancorp | 0.08% | Reduce -12.1% | 263,189 | $20.2M |
| Bank of Montreal | 0.01% | Reduce -5.5% | 260,716 | $20.0M |
| Vanguard Group Inc. | 0.00% | Add +54.7% | 255,919 | $19.6M |
| TD Private Client Wealth LLC | 0.63% | Reduce -4.8% | 249,199 | $19.1M |
| CBIZ Investment Advisory Services, LLC | 1.31% | Reduce -45.6% | 245,055 | $18.8M |
| Graves Light Lenhart Wealth, Inc. | 2.15% | Add +1.9% | 242,175 | $18.6M |
| TD Waterhouse Canada Inc. | 0.14% | Add +15.8% | 223,204 | $18.3M |
| McAdam, LLC | 1.16% | Add +10.5% | 236,848 | $18.2M |
| Ellevest, Inc. | 1.13% | Add +10.5% | 236,665 | $18.1M |
| Planning Directions Inc. | 12.59% | Reduce -3.3% | 236,400 | $18.1M |
| Park Avenue Securities LLC | 0.23% | Add +8.6% | 236,271 | $18.1M |
| Old Mission Capital LLC | 0.44% | New | 236,228 | $18.1M |
| Atria Investments, Inc | 0.25% | Reduce -1.8% | 235,908 | $18.1M |
| OneDigital Investment Advisors LLC | 0.28% | Add +11.5% | 233,752 | $17.9M |
| Wealth Dimensions Group, Ltd. | 5.28% | Add +0.9% | 233,341 | $17.9M |
| Lutz Financial Services LLC | 1.51% | Add +8.6% | 225,706 | $17.3M |
| Farmers & Merchants Investments Inc. | 0.58% | Reduce -0.1% | 224,482 | $17.2M |
| M&T Bank Corp | 0.06% | Add +1.4% | 224,276 | $17.2M |
| Symmetry Partners, LLC | 1.33% | Reduce -61.5% | 222,032 | $17.0M |
| Prio Wealth Limited Partnership | 0.48% | Add +17.1% | 218,390 | $16.7M |
| Savant Capital, LLC | 0.19% | Reduce -4.4% | 217,008 | $16.6M |
| Austin Asset Management Co Inc | 3.64% | Add +0.6% | 215,858 | $16.5M |
| Waterloo Capital, L.P. | 2.11% | Add +27.9% | 215,287 | $16.5M |
| Clark Asset Management, LLC | 5.05% | Add +14.5% | 214,318 | $16.4M |
| REDW Wealth LLC | 4.33% | Reduce -6.7% | 209,608 | $16.1M |
| Kelman-Lazarov, Inc. | 3.08% | Add +6.9% | 205,632 | $15.8M |
| Modera Wealth Management, LLC | 0.24% | Add +9.0% | 204,567 | $15.7M |
| Capital Analysts, LLC | 0.73% | Add +12.9% | 204,228 | $15.7M |
| MilWealth Group LLC | 4.98% | Add +2.7% | 203,917 | $15.6M |
| Cahill Financial Advisors Inc. | 2.07% | Reduce -0.2% | 197,959 | $15.2M |
| Nwam LLC | 1.21% | Reduce -0.7% | 195,687 | $15.0M |
| Prudential Financial Inc. | 0.02% | Reduce -35.0% | 194,580 | $14.9M |
| Tillman Hartley LLC | 5.05% | Add +37.8% | 191,279 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.59% | Add +2.7% | 189,890 | $14.6M |
| EverSource Wealth Advisors, LLC | 1.14% | Add +26.2% | 190,725 | $14.5M |
| Wiser Wealth Management, Inc | 4.71% | Reduce -56.7% | 187,260 | $14.4M |
| Jane Street Group, LLC | 0.02% | Add +3242.4% | 183,731 | $14.1M |
| Private Advisor Group, LLC | 0.10% | Reduce -16.8% | 183,651 | $14.1M |
| NorthCoast Asset Management LLC | 0.18% | Add +43.6% | 183,641 | $14.1M |
| Silver Oak Advisory Group, Inc. | 7.78% | Add +0.6% | 180,733 | $13.9M |
| Mountain Pacific Investment Advisers LLC | 0.77% | Reduce -3.3% | 180,296 | $13.8M |
| Perigon Wealth Management, LLC | 0.41% | Add +0.4% | 178,271 | $13.7M |
| Bay Harbor Wealth Management, LLC | 4.89% | Add +3.6% | 177,537 | $13.6M |
| Kestra Private Wealth Services, LLC | 0.31% | Reduce -3.1% | 176,901 | $13.6M |
| BetterWealth, LLC | 4.39% | Add +4.0% | 175,957 | $13.5M |
| Man Group plc | 0.04% | Add +28.9% | 174,571 | $13.4M |
| Alaska Wealth Advisors, LLC | 2.01% | Add +2.9% | 173,227 | $13.3M |
| Sage Financial Management Group, Inc. | 6.27% | Reduce -34.8% | 172,759 | $13.2M |
| Brewster Financial Planning LLC | 11.36% | Add +6.0% | 172,273 | $13.2M |
| Stephenson & Company, Inc. | 9.65% | Add +13.6% | 172,112 | $13.2M |
| NewEdge Advisors, LLC | 0.11% | Reduce -10.8% | 170,112 | $13.0M |
| Mustard Seed Financial, LLC | 12.99% | Reduce -3.6% | 169,754 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.2% | 168,932 | $13.0M |
| Safir Wealth Advisors, LLC | 10.59% | Add +5.7% | 168,202 | $12.9M |
| Evolution Advisers, Inc. | 7.56% | Add +4.3% | 167,093 | $12.8M |
| Fortis Advisors, LLC | 8.58% | Reduce -2.5% | 167,079 | $12.8M |
| Michelson Medical Research Foundation, Inc. | 7.66% | No change | 164,845 | $12.6M |
| Level Financial Advisors | 5.58% | Add +0.1% | 160,550 | $12.3M |
| Monumental Financial Group Inc. | 6.54% | Add +4.0% | 160,413 | $12.3M |
| OLIO Financial Planning | 5.17% | Reduce -0.8% | 159,486 | $12.3M |
| Voya Investment Management LLC | 0.01% | Reduce -1.7% | 157,151 | $12.0M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +31.4% | 159,022 | $12.0M |
| Macquarie Group Ltd. | 0.01% | Add +96.0% | 154,870 | $11.9M |
| Your Advocates Ltd., LLP | 4.99% | Reduce -6.0% | 154,004 | $11.8M |
| Pioneer Wealth Management Group | 6.74% | Reduce -27.6% | 153,767 | $11.8M |
| NewEdge Wealth, LLC | 0.26% | Add +62.4% | 154,131 | $11.7M |
| Trajan Wealth LLC | 0.79% | — | 151,706 | $11.6M |
| Commerce Bank | 0.08% | Reduce -1.9% | 151,194 | $11.6M |
| FMA Wealth Management, LLC | 9.52% | Add +0.6% | 149,821 | $11.5M |
| SigFig Wealth Management, LLC | 0.42% | Add +1.1% | 148,789 | $11.4M |
| Victory Capital Management Inc. | 0.01% | No change | 148,449 | $11.4M |
| First American Trust, FSB | 1.19% | Add +10.3% | 147,990 | $11.3M |
| Bfsg, LLC | 1.50% | Reduce -0.6% | 147,620 | $11.3M |
| Tritonpoint Wealth, LLC | 1.18% | Reduce -71.3% | 41,987 | $11.3M |
| Waterford Advisors, LLC | 4.77% | Add +10.5% | 146,563 | $11.2M |
| Focus Financial Network, Inc. | 0.53% | — | 142,632 | $10.8M |
| Alaska Permanent Capital Management, LLC | 0.84% | Add +6.3% | 140,481 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Add +195.2% | 138,769 | $10.6M |
| Adaptive Financial Consulting, LLC | 4.69% | Add +3552.9% | 137,092 | $10.5M |
| Connecticut Wealth Management, LLC | 0.55% | Reduce -13.1% | 135,726 | $10.4M |
| Parker Financial LLC | 5.91% | Add +6.7% | 135,412 | $10.4M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Reduce -77.3% | 132,761 | $10.2M |
| Soundmark Wealth Management, LLC | 4.50% | Add +42.5% | 132,217 | $10.1M |
| Leavell Investment Management, Inc. | 0.57% | Add +1.9% | 129,215 | $9.9M |
| Zeit Capital LLC | 7.99% | Add +19.4% | 129,032 | $9.9M |
| Galvin, Gaustad & Stein, LLC | 0.92% | Reduce -5.9% | 128,435 | $9.8M |
| AE Wealth Management LLC | 0.11% | Reduce -77.1% | 127,429 | $9.8M |
| Parkside Financial Bank & Trust | 1.57% | Add +11.1% | 127,074 | $9.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.5% | 126,874 | $9.7M |
| Trellis Wealth Advisors LLC | 5.44% | Add +0.2% | 125,608 | $9.6M |
| Alkeme Wealth, LLC | 4.44% | Add +1.3% | 125,870 | $9.6M |
| Exencial Wealth Advisors, LLC | 0.36% | Reduce -42.9% | 125,407 | $9.6M |
| Eaton-Cambridge Inc. | 5.12% | Add +27.1% | 125,365 | $9.6M |
| Elevate Wealth Advisory, Inc. | 8.34% | Reduce -1.9% | 125,012 | $9.6M |
| Headinvest, LLC | 1.85% | Reduce -1.4% | 123,546 | $9.5M |
| First Merchants Corp. | 0.71% | Reduce -17.1% | 123,144 | $9.4M |
| HB Wealth Management, LLC | 0.12% | Reduce -39.6% | 122,010 | $9.4M |
| Aspire Private Capital, LLC | 2.46% | Add +5.2% | 121,600 | $9.3M |
| Scotia Capital Inc. | 0.06% | Reduce -0.1% | 121,328 | $9.3M |
| First Heartland Consultants, Inc. | 0.96% | Add +23.1% | 142,014 | $9.3M |
| Legacy Financial Group LLC | 1.86% | Add +1268.7% | 119,939 | $9.2M |
| White Lighthouse Investment Management Inc. | 1.85% | Reduce -3.2% | 118,998 | $9.1M |
| Wealth Forward, LLC | 7.14% | Add +2.8% | 118,328 | $9.1M |
| Phillips Financial Management, LLC | 0.74% | Reduce -0.0% | 118,176 | $9.1M |
| Bull Street Advisors, LLC | 4.28% | Reduce -0.2% | 116,486 | $8.9M |
| Cambridge Associates LLC /Ma/ | 0.48% | Add +12.6% | 116,216 | $8.9M |
| Cherry Tree Wealth Management, LLC | 2.23% | Add +1.7% | 115,526 | $8.9M |
| Axiom Financial Strategies, LLC | 5.60% | Reduce -17.4% | 114,711 | $8.8M |
| WBH Advisory Inc. | 0.90% | Add +0.0% | 113,809 | $8.7M |
| Quadrant Capital Group LLC | 0.69% | Add +9.9% | 113,700 | $8.7M |
| Wealthspire Advisors, LLC | 0.12% | Add +2.9% | 113,276 | $8.7M |
| Sovereign Financial Group, Inc. | 2.26% | Add +0.8% | 111,160 | $8.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -0.7% | 109,431 | $8.4M |
| Concourse Financial Group Securities, Inc. | 0.54% | Add +2.8% | 108,398 | $8.3M |
| National Bank of Canada | 0.01% | Reduce -31.6% | 108,380 | $8.2M |
| Vawter Financial, Ltd. | 5.98% | Add +2.3% | 107,428 | $8.2M |
| Oppenheimer & Co. Inc. | 0.14% | Add +7.3% | 106,976 | $8.2M |
| Lwmg, LLC | 1.89% | Reduce -0.3% | 106,700 | $8.2M |
| SouthState Bank Corp | 0.64% | Reduce -1.9% | 106,676 | $8.2M |
| CGN Advisors LLC | 1.03% | Reduce -2.2% | 105,770 | $8.1M |
| Houlihan Financial Resource Group, Ltd. | 3.63% | Reduce -1.3% | 105,444 | $8.1M |
| HTG Investment Advisors, Inc. | 4.68% | Add +19.9% | 105,387 | $8.1M |
| Arax Advisory Partners | 0.85% | Reduce -0.2% | 104,876 | $8.0M |
| Compound Planning, Inc. | 0.74% | Add +1089.2% | 104,209 | $8.0M |
| Archford Capital Strategies, LLC | 1.34% | Add +9.9% | 103,867 | $8.0M |
| Mutual Advisors, LLC | 0.26% | Add +12.6% | 103,619 | $7.9M |
| Fidato Wealth LLC | 7.02% | Add +3.0% | 102,058 | $7.8M |
| Shepherd Financial Partners LLC | 1.01% | Add +1.3% | 101,099 | $7.8M |
| RFG Advisory, LLC | 0.26% | Add +116.6% | 100,386 | $7.7M |
| Acropolis Investment Management, LLC | 0.49% | Add +2.5% | 97,504 | $7.5M |
| Quotient Wealth Partners, LLC | 0.27% | Reduce -77.1% | 97,291 | $7.5M |
| Simplicity Wealth,LLC | 0.18% | New | 96,563 | $7.4M |
| Culbertson A N & Co. Inc. | 1.27% | Add +10.8% | 95,911 | $7.4M |
| IFG Advisors, LLC | 1.89% | Add +9.2% | 95,052 | $7.3M |
| Echo45 Advisors LLC | 5.24% | Add +3.1% | 95,006 | $7.3M |
| Sandy Cove Advisors, LLC | 3.34% | Add +0.2% | 94,600 | $7.3M |
| Kiley Juergens Wealth Management, LLC | 2.24% | Add +13.7% | 94,306 | $7.2M |
| Boston Family Office LLC | 0.52% | Reduce -8.5% | 93,517 | $7.2M |
| Disciplina Capital Management LLC | 1.20% | Reduce -16.4% | 92,875 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -37.9% | 89,897 | $6.9M |
| Evergreen Wealth Management, LLC | 4.63% | No change | 89,134 | $6.8M |
| Washington Capital Management, Inc. | 5.52% | No change | 88,630 | $6.8M |
| St Germain D J Co. Inc. | 0.33% | Add +0.5% | 87,895 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +3.8% | 87,668 | $6.7M |
| Cibc World Market Inc. | 0.02% | Add +36.0% | 87,341 | $6.7M |
| Arkadios Wealth Advisors | 0.52% | Add +212.7% | 86,979 | $6.7M |
| IHT Wealth Management, LLC | 0.26% | Add +1.7% | 85,303 | $6.5M |
| Rf&l Wealth Management, LLC | 5.02% | Add +6.4% | 85,102 | $6.5M |
| Arcataur Capital Management LLC | 2.32% | Reduce -0.3% | 84,127 | $6.5M |
| Capital Investment Advisors, LLC | 0.15% | Reduce -5.2% | 83,433 | $6.4M |
| Marquette Associates, Inc. | 4.52% | Add +627.6% | 83,401 | $6.4M |
| Central Pacific Bank - Trust Division | 0.82% | — | 82,427 | $6.3M |
| Bleakley Financial Group, LLC | 0.18% | Add +3.8% | 82,038 | $6.3M |
| Archvest Wealth Advisors, Inc. | 4.44% | Reduce -5.3% | 82,289 | $6.3M |
| Kanawha Capital Management LLC | 0.50% | Reduce -2.2% | 81,745 | $6.3M |
| Dynasty Wealth Management, LLC | 0.20% | — | 81,630 | $6.3M |
| One Day In July LLC | 0.82% | Reduce -37.9% | 80,867 | $6.2M |
| Regal Investment Advisors LLC | 0.42% | Reduce -5.9% | 80,739 | $6.2M |
| FineMark National Bank & Trust | 0.23% | Add +7.9% | 79,588 | $6.1M |
| McNaughton Wealth Management, LLC | 3.38% | Add +3.6% | 79,451 | $6.1M |
| Karpus Management, Inc. | 0.18% | Reduce -0.2% | 79,325 | $6.1M |
| City State Bank | 2.66% | Add +21.2% | 78,689 | $6.0M |
| Cranbrook Wealth Management, LLC | 1.52% | Add +6.0% | 78,303 | $6.0M |
| Fiduciary Group, LLC | 0.65% | Reduce -3.1% | 77,786 | $6.0M |
| Shufro Rose & Co. LLC | 0.49% | Reduce -44.0% | 77,178 | $5.9M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -50.7% | 77,013 | $5.9M |
| Patriot Investment Management Group, Inc. | 0.47% | Add +1.8% | 76,694 | $5.9M |
| C M Bidwell & Associates Ltd. | 3.98% | Add +30.5% | 76,322 | $5.9M |
| LM Advisors LLC | 1.02% | Add +21.6% | 75,466 | $5.8M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -56.2% | 73,644 | $5.6M |
| JNBA Financial Advisors | 0.59% | Reduce -28.9% | 72,892 | $5.6M |
| DBK Financial Counsel, LLC | 5.74% | Reduce -1.5% | 71,378 | $5.5M |
| IFG Advisory, LLC | 0.41% | Add +2.3% | 71,117 | $5.5M |
| Forza Wealth Management, LLC | 2.83% | Reduce -0.3% | 71,042 | $5.4M |
| PFG Investments, LLC | 0.32% | Add +1606.3% | 69,738 | $5.3M |
| PAX Financial Group, LLC | 1.06% | Reduce -0.9% | 69,082 | $5.3M |
| OneAscent Financial Services LLC | 0.58% | Add +61.5% | 68,410 | $5.2M |
| Rathbones Group PLC | 0.03% | Reduce -0.3% | 68,266 | $5.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | Reduce -39.9% | 67,715 | $5.2M |
| GeoWealth Management, LLC | 0.20% | Add +45.1% | 67,658 | $5.2M |
| Darrow Company, Inc. | 3.38% | Reduce -34.9% | 67,257 | $5.2M |
| Sunesis Advisors, LLC | 3.02% | Add +21.1% | 67,198 | $5.2M |
| Principal Securities, Inc. | 0.16% | Reduce -28.2% | 67,107 | $5.1M |
| Relative Value Partners Group, LLC | 0.32% | Reduce -9.7% | 66,566 | $5.1M |
| IFP Advisors, Inc | 0.22% | Add +24.3% | 66,865 | $5.1M |
| Essential Planning, LLC. | 2.56% | Add +0.1% | 66,420 | $5.1M |
| Advisory Services Network, LLC | 0.11% | Add +9.9% | 65,817 | $5.0M |
| New York Life Investment Management LLC | 0.05% | Reduce -24.3% | 65,739 | $5.0M |
| Financial Advocates Investment Management | 0.29% | Reduce -5.3% | 65,633 | $5.0M |
| Neumann Capital Management, LLC | 1.79% | Reduce -2.5% | 65,429 | $5.0M |
| Arcadia Wealth Management, LLC | 3.07% | Add +12.9% | 65,086 | $5.0M |
| Bluespring Wealth Management, LLC | 0.54% | Reduce -5.6% | 64,512 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.6% | 64,364 | $4.9M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 64,330 | $4.9M |
| Clarity Capital Advisors, LLC | 3.89% | Add +0.8% | 63,592 | $4.9M |
| Bank of Hawaii | 0.24% | Reduce -6.1% | 63,411 | $4.9M |
| Consolidated Portfolio Review Corp | 1.26% | Reduce -2.9% | 62,746 | $4.8M |
| Beaird Harris Wealth Management, LLC | 0.47% | Add +25.6% | 62,735 | $4.8M |
| Stone Summit Wealth LLC | 1.66% | Add +24.6% | 62,207 | $4.8M |
| BancFirst Trust & Investment Management | 2.27% | Reduce -3.3% | 61,732 | $4.7M |
| Prosperity Consulting Group, LLC | 0.59% | Add +497.4% | 60,983 | $4.7M |
| Elevated Capital Advisors, LLC | 1.33% | Add +18.8% | 60,510 | $4.6M |
| Ackerman Capital Advisors, LLC | 1.26% | Add +4.4% | 59,470 | $4.6M |
| NorthCrest Asset Manangement, LLC | 0.15% | Add +0.7% | 59,110 | $4.5M |
| Aerodigm Wealth, LLC | 1.83% | Reduce -50.2% | 58,902 | $4.5M |
| Mgo One Seven LLC | 0.23% | Add +0.1% | 58,677 | $4.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +5.8% | 58,315 | $4.5M |
| Global Retirement Partners, LLC | 0.17% | Add +2.4% | 58,200 | $4.5M |
| Websterrogers Financial Advisors, LLC | 1.58% | Reduce -73.4% | 58,048 | $4.5M |
| Affinity Capital Advisors, LLC | 0.99% | Reduce -17.2% | 57,900 | $4.4M |
| AlphaStar Capital Management, LLC | 0.45% | Reduce -4.6% | 57,681 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.55% | Reduce -7.3% | 57,566 | $4.4M |
| Harbour Trust & Investment Management Co | 0.55% | Reduce -11.4% | 56,939 | $4.4M |
| Hohimer Wealth Management, LLC | 1.02% | Add +24.7% | 56,758 | $4.4M |
| Morris Financial Concepts, Inc. | 2.21% | Add +45.8% | 56,252 | $4.3M |
| TFC Financial Management, Inc. | 0.77% | Add +7.5% | 56,193 | $4.3M |
| BHK Investment Advisors, LLC | 1.65% | Add +87.5% | 56,017 | $4.3M |
| Avion Wealth | 1.15% | Reduce -0.5% | 55,988 | $4.3M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Reduce -1.5% | 55,881 | $4.3M |
| Slow Capital, Inc. | 0.68% | Add +3.5% | 55,118 | $4.2M |
| Haverford Trust Co | 0.04% | No change | 54,617 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +8.7% | 54,250 | $4.2M |
| Spire Wealth Management | 0.08% | Reduce -4.4% | 54,186 | $4.2M |
| Ascent Group, LLC | 0.37% | Add +0.2% | 54,129 | $4.2M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -15.7% | 53,681 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +7.7% | 53,582 | $4.1M |
| Moller Wealth Partners | 1.10% | Reduce -9.4% | 53,190 | $4.1M |
| Courage Miller Partners, LLC | 1.40% | Add +2.1% | 52,905 | $4.1M |
| Bull Oak Capital, LLC | 2.70% | Add +0.0% | 52,491 | $4.0M |
| Prostatis Group LLC | 1.51% | Add +6.8% | 51,775 | $4.0M |
| Strategic Investment Advisors / MI | 0.51% | Add +12.8% | 51,466 | $3.9M |
| VestGen Investment Management | 1.20% | Add +9.4% | 51,391 | $3.9M |
| Fonville Wealth Management LLC | 1.74% | Add +12.9% | 51,183 | $3.9M |
| Naples Global Advisors, LLC | 0.40% | Reduce -4.0% | 51,163 | $3.9M |
| First Hawaiian Bank | 0.12% | Reduce -2.1% | 51,112 | $3.9M |
| Flagstar Securities, Inc. | 1.09% | Reduce -7.0% | 51,001 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -36.1% | 50,860 | $3.9M |
| Rockbridge Investment Management, LCC | 0.57% | Reduce -11.4% | 50,432 | $3.9M |
| Forum Private Client Group LLC | 1.86% | Add +10.0% | 50,071 | $3.8M |
| Sigma Planning Corp | 0.12% | Add +87.8% | 50,064 | $3.8M |
| Semmax Financial Advisors Inc. | 1.26% | Add +3.7% | 50,191 | $3.8M |
| Madrona Financial Services, LLC | 1.32% | Add +38.8% | 49,502 | $3.8M |
| Lake Street Advisors Group, LLC | 0.18% | Add +0.3% | 49,387 | $3.8M |
| LongView Wealth Management | 1.49% | Add +179.2% | 49,097 | $3.8M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -9.1% | 48,961 | $3.8M |
| BLB&B Advisors, LLC | 0.21% | Add +3.9% | 48,496 | $3.7M |
| Integrated Investment Consultants, LLC | 1.02% | Reduce -0.1% | 48,480 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +31.6% | 48,167 | $3.7M |
| Colorado Capital Management, Inc. | 2.14% | Add +2.8% | 48,152 | $3.7M |
| FIDELIS iM, LLC | 1.84% | Add +5.6% | 47,850 | $3.7M |
| Everett Harris & Co. | 0.05% | Reduce -2.8% | 47,620 | $3.7M |
| TCTC Holdings, LLC | 0.12% | Reduce -7.3% | 47,394 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -0.4% | 46,890 | $3.6M |
| Agf Management Ltd. | 0.02% | Add +2.3% | 46,760 | $3.6M |
| Parallel Advisors, LLC | 0.10% | Add +64.2% | 46,394 | $3.6M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +0.7% | 46,075 | $3.5M |
| Integrated Advisors Network LLC | 0.18% | Add +7.0% | 45,749 | $3.5M |
| Becker Capital Management Inc. | 0.12% | Add +1.0% | 45,726 | $3.5M |
| Calamos Wealth Management LLC | 0.20% | Reduce -25.1% | 45,510 | $3.5M |
| Wealth Architects, LLC | 0.46% | Add +2.2% | 45,293 | $3.5M |
| Northstar Group, Inc. | 0.70% | Reduce -1.1% | 44,950 | $3.4M |
| Townsquare Capital LLC | 0.05% | Add +817.2% | 44,851 | $3.4M |
| SOL Capital Management CO | 0.43% | Add +14.6% | 44,485 | $3.4M |
| Raymond James Trust N.A. | 0.08% | Add +18.8% | 44,413 | $3.4M |
| ACR Alpine Capital Research, LLC | 0.10% | Add +6.4% | 44,350 | $3.4M |
| Prudent Man Advisors, LLC | 1.28% | Reduce -47.7% | 44,330 | $3.4M |
| Welch & Forbes LLC | 0.05% | Reduce -11.8% | 43,642 | $3.3M |
| Ti-Trust, Inc. | 2.46% | Reduce -5.4% | 43,606 | $3.3M |
| Estate Counselors, LLC | 0.38% | Reduce -94.1% | 43,400 | $3.3M |
| Sterling Financial Planning, Inc. | 1.34% | Add +3.7% | 43,145 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +5.9% | 42,991 | $3.3M |
| Unison Advisors LLC | 0.32% | Reduce -14.9% | 42,881 | $3.3M |
| Treynor Bancshares, Inc. | 1.90% | Add +0.4% | 42,732 | $3.3M |
| Eastern Bank | 0.14% | Add +9.0% | 42,366 | $3.2M |
| Robinswood Financial LLC | 1.37% | Reduce -6.4% | 41,994 | $3.2M |
| Smartleaf Asset Management LLC | 0.62% | Add +9.5% | 41,636 | $3.2M |
| Aquire Wealth Advisors, LLC | 1.12% | Add +0.3% | 41,661 | $3.2M |
| Bath Savings Trust Co | 0.34% | Add +16.6% | 41,439 | $3.2M |
| Fifth Third Securities, Inc. | 0.31% | Reduce -4.0% | 41,379 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Reduce -19.6% | 40,832 | $3.1M |
| One Degree Advisors Inc | 1.55% | Reduce -25.6% | 40,716 | $3.1M |
| Financial Gravity Asset Management, Inc. | 0.87% | Reduce -92.0% | 40,365 | $3.1M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -0.4% | 40,532 | $3.1M |
| Sonora Investment Management Group, LLC | 0.24% | New | 40,399 | $3.1M |
| Hollencrest Capital Management | 0.14% | Add +21.0% | 40,343 | $3.1M |
| Per Stirling Capital Management, LLC. | 0.51% | Reduce -1.0% | 39,893 | $3.1M |
| Pine Harbor Wealth Management, LLC | 1.92% | Add +2.2% | 39,886 | $3.1M |
| Alpha Omega Wealth Management LLC | 0.57% | Reduce -0.9% | 39,860 | $3.1M |
| Centennial Bank | 1.54% | Add +1731.9% | 39,147 | $3.0M |
| Family Wealth Partners, LLC | 1.68% | Reduce -21.0% | 38,600 | $3.0M |
| Whittier Trust Co. | 0.04% | Reduce -39.4% | 38,536 | $3.0M |
| FSB Premier Wealth Management, Inc. | 1.36% | Add +3.9% | 38,097 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +1.2% | 38,072 | $2.9M |
| OMNI 360 Wealth, Inc. | 2.40% | Add +9.2% | 37,903 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -3.5% | 37,902 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.6% | 37,508 | $2.9M |
| 180 Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 37,270 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.53% | Reduce -0.8% | 37,252 | $2.9M |
| Provident Wealth Management, LLC | 1.07% | Add +11.7% | 37,226 | $2.9M |
| Old Port Advisors | 0.87% | Reduce -0.2% | 37,206 | $2.9M |
| New Capital Management LP | 0.85% | Reduce -7.5% | 37,070 | $2.8M |
| Rosenberg Matthew Hamilton | 0.82% | Reduce -4.0% | 37,221 | $2.8M |
| Northwest Wealth Management, LLC | 0.78% | Reduce -9.0% | 36,939 | $2.8M |
| American Investment Services, Inc. | 0.50% | Add +2.1% | 36,885 | $2.8M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -27.8% | 36,186 | $2.8M |
| Earned Wealth Advisors, LLC | 1.06% | Add +99.8% | 36,044 | $2.8M |
| Harbour Investments, Inc. | 0.10% | Add +3.5% | 35,952 | $2.8M |
| HT Partners LLC | 0.99% | Add +10.8% | 35,808 | $2.7M |
| Proffitt & Goodson Inc. | 0.49% | Add +1.0% | 35,764 | $2.7M |
| Patten Group, Inc. | 0.67% | Add +6.5% | 35,594 | $2.7M |
| Great Lakes Retirement, Inc. | 0.40% | Reduce -7.8% | 35,544 | $2.7M |
| Apexium Financial, LP | 0.21% | Reduce -1.6% | 35,351 | $2.7M |
| Cadent Capital Advisors, LLC | 1.07% | Reduce -8.0% | 34,841 | $2.7M |
| FC Advisory LLC | 0.98% | Reduce -1.0% | 34,810 | $2.7M |
| Aua Capital Management, LLC | 1.52% | Reduce -1.7% | 34,418 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -30.9% | 34,418 | $2.6M |
| Thomasville National Bank | 0.22% | Reduce -0.9% | 34,144 | $2.6M |
| Verum Partners LLC | 0.93% | Reduce -19.7% | 34,083 | $2.6M |
| Wela Strategies, Inc. | 1.23% | Reduce -7.2% | 33,909 | $2.6M |
| Mengis Capital Management, Inc. | 0.40% | Add +0.2% | 33,818 | $2.6M |
| Cary Street Partners Asset Management LLC | 0.40% | Add +15.6% | 33,674 | $2.6M |
| Sage Investment Advisers LLC | 2.95% | Add +10.5% | 33,530 | $2.6M |
| Howard Financial Services, LTD. | 0.44% | Add +9.2% | 33,341 | $2.6M |
| Raffa Wealth Management, LLC | 0.76% | Reduce -68.9% | 33,184 | $2.5M |
| SVB Wealth LLC | 0.06% | Reduce -6.7% | 32,617 | $2.5M |
| Successful Portfolios LLC | 1.70% | Add +61.4% | 32,549 | $2.5M |
| Synovus Financial Corp. | 0.03% | Add +18.5% | 32,405 | $2.5M |
| Enstar Group LTD | 0.66% | No change | 32,166 | $2.5M |
| Graypoint LLC | 0.18% | Reduce -26.7% | 31,866 | $2.4M |
| Investment Partners, LTD. | 1.10% | Add +0.9% | 31,718 | $2.4M |
| Plancorp, LLC | 0.10% | Add +1.5% | 31,487 | $2.4M |
| Westwood Holdings Group Inc. | 0.02% | Add +70.6% | 31,410 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.63% | Add +2.7% | 31,015 | $2.4M |
| Country Club Bank | 0.17% | Reduce -2.1% | 30,768 | $2.4M |
| Stephens Inc. | 0.04% | Reduce -0.5% | 30,729 | $2.4M |
| Mma Asset Management LLC | 1.10% | Reduce -0.8% | 30,694 | $2.3M |
| Evanson Asset Management, LLC | 0.17% | Add +21.2% | 30,395 | $2.3M |
| Frontier Asset Management, LLC | 0.86% | Reduce -2.7% | 30,383 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -21.3% | 30,223 | $2.3M |
| Selective Wealth Management, Inc. | 1.01% | Reduce -2.7% | 30,505 | $2.3M |
| Eclectic Associates Inc. | 1.06% | Add +12.3% | 30,163 | $2.3M |
| Arbor Wealth Advisors LLC | 2.16% | Add +3.6% | 29,869 | $2.3M |
| Everhart Financial Group, Inc. | 0.66% | Reduce -7.9% | 29,753 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +13.8% | 29,360 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.7% | 29,338 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +5.0% | 29,286 | $2.2M |
| Main Street Financial Solutions, LLC | 0.24% | Add +0.1% | 29,258 | $2.2M |
| Lodestone Wealth Management LLC | 1.16% | Reduce -3.6% | 28,906 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -11.2% | 28,897 | $2.2M |
| Grey Fox Wealth Advisors, LLC | 0.83% | Reduce -0.9% | 28,810 | $2.2M |
| Aletheian Wealth Advisors LLC | 1.19% | Add +17.7% | 28,673 | $2.2M |
| Avior Wealth Management, LLC | 0.10% | Add +2.9% | 28,350 | $2.2M |
| Burkett Financial Services, LLC | 1.12% | Add +88.5% | 28,313 | $2.2M |
| Crabel Capital Management, LLC | 1.87% | Reduce -61.8% | 28,098 | $2.2M |
| Hartline Investment Corp./ | 0.38% | New | 28,050 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Reduce -4.1% | 28,050 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.9% | 27,928 | $2.1M |
| Family Legacy, Inc. | 0.77% | Reduce -6.8% | 27,817 | $2.1M |
| Ahl Investment Management, Inc. | 1.62% | Reduce -2.3% | 27,608 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Add +173.7% | 27,532 | $2.1M |
| Arrowroot Family Office, LLC | 1.35% | Reduce -0.2% | 27,526 | $2.1M |
| Massachusetts Wealth Management | 1.48% | Reduce -2.5% | 27,425 | $2.1M |
| Juncture Wealth Strategies, LLC | 0.90% | Reduce -15.0% | 27,396 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -8.1% | 27,322 | $2.1M |
| Axiom Advisory, LLC | 1.53% | Reduce -0.2% | 27,163 | $2.1M |
| Bragg Financial Advisors, Inc | 0.09% | Reduce -6.7% | 26,954 | $2.1M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -8.7% | 26,792 | $2.1M |
| Compass Ion Advisors, LLC | 0.29% | Reduce -6.5% | 26,714 | $2.0M |
| Bokf, NA | 0.04% | Reduce -7.3% | 26,774 | $2.0M |
| Leeward Financial Partners, LLC | 0.86% | Reduce -0.8% | 26,485 | $2.0M |
| Summit Wealth Partners, LLC | 0.43% | Reduce -3.2% | 26,250 | $2.0M |
| Navalign, LLC | 0.67% | Add +7.4% | 26,222 | $2.0M |
| Csenge Advisory Group | 0.11% | Reduce -8.4% | 26,078 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -4.6% | 25,849 | $2.0M |
| One Wealth Map LLC | 1.29% | Reduce -16.2% | 25,733 | $2.0M |
| Independent Financial Group, LLC | 0.09% | Add +27.0% | 25,448 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.69% | Add +8.4% | 25,364 | $1.9M |
| PFG Advisors | 0.14% | Add +5.6% | 25,190 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.50% | Reduce -16.3% | 25,089 | $1.9M |
| Valley Wealth Managers, Inc. | 0.14% | Add +1.6% | 25,072 | $1.9M |
| NorthLanding Financial Partners, LLC | 2.07% | New | 24,836 | $1.9M |
| Choreo, LLC | 0.05% | Reduce -70.8% | 24,677 | $1.9M |
| MBL Wealth, LLC | 0.21% | Add +35.7% | 24,520 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -1.4% | 24,443 | $1.9M |
| Jmac Enterprises LLC | 0.35% | Reduce -0.4% | 24,206 | $1.9M |
| Biltmore Family Office, LLC | 0.37% | Reduce -10.6% | 24,179 | $1.9M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +9.3% | 24,015 | $1.8M |
| Kovack Advisors, Inc. | 0.22% | Add +0.4% | 24,003 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -19.4% | 23,945 | $1.8M |
| Capital Investment Counsel, LLC | 0.39% | Add +15.2% | 23,773 | $1.8M |
| &partners | 0.25% | Add +76.8% | 23,129 | $1.8M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -31.8% | 23,577 | $1.8M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -8.1% | 23,542 | $1.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.44% | Reduce -10.7% | 23,531 | $1.8M |
| Calton & Associates, Inc. | 0.87% | Reduce -0.6% | 23,363 | $1.8M |
| UG Investment Advisers Ltd. | 0.59% | No change | 23,000 | $1.8M |
| RCS Financial Planning, LLC | 1.08% | Reduce -0.1% | 22,912 | $1.8M |
| TruNorth Capital Management, LLC | 0.58% | — | 22,080 | $1.7M |
| CoreCap Advisors, LLC | 0.09% | Add +12.4% | 22,010 | $1.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -12.8% | 21,977 | $1.7M |
| ProVise Management Group, LLC | 0.15% | Reduce -3.1% | 21,905 | $1.7M |
| Invictus Private Wealth, LLC | 0.15% | Reduce -16.9% | 21,819 | $1.7M |
| Eagle Strategies LLC | 0.37% | Add +139.4% | 21,713 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.17% | Reduce -5.3% | 21,654 | $1.7M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -15.0% | 21,730 | $1.7M |
| Carolinas Wealth Consulting LLC | 0.33% | Reduce -22.4% | 21,524 | $1.7M |
| Focus Partners Wealth | 0.01% | Reduce -10.4% | 21,446 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -13.3% | 21,289 | $1.6M |
| Advisory Alpha, LLC | 0.07% | Reduce -0.8% | 21,284 | $1.6M |
| Nabity-Jensen Investment Management Inc | 1.34% | Add +3.2% | 21,033 | $1.6M |
| Aspiriant, LLC | 0.07% | Reduce -6.9% | 21,125 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.65% | Reduce -3.1% | 21,115 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -18.8% | 20,868 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Add +47.3% | 20,715 | $1.6M |
| Adero Partners, LLC | 0.12% | Add +3.0% | 20,677 | $1.6M |
| Allen Investment Management, LLC | 0.02% | Add +1.3% | 20,459 | $1.6M |
| Waller Financial Planning Group, Inc. | 0.42% | Reduce -9.6% | 20,420 | $1.6M |
| Ascent Wealth Partners, LLC | 0.23% | Reduce -1.2% | 20,417 | $1.6M |
| Lanark Financial, Inc. | 0.15% | Add +2.3% | 20,381 | $1.6M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -64.2% | 20,244 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.49% | Reduce -1.9% | 20,230 | $1.6M |
| Caldwell Trust Co | 0.18% | Add +28.4% | 20,149 | $1.5M |
| Drive Wealth Management, LLC | 0.43% | Reduce -2.9% | 20,105 | $1.5M |
| Secured Retirement Advisors, LLC | 1.30% | Add +12.8% | 20,004 | $1.5M |
| Banque Pictet & Cie SA | 0.02% | New | 20,000 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +14.4% | 19,774 | $1.5M |
| Valley Financial Group, Inc. | 1.15% | Reduce -18.3% | 19,707 | $1.5M |
| Larson Financial Group LLC | 0.12% | Reduce -5.2% | 19,685 | $1.5M |
| Summit Financial Strategies, Inc. | 0.21% | Add +21.3% | 19,469 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.29% | No change | 19,440 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.19% | Reduce -1.4% | 19,293 | $1.5M |
| Stratos Investment Management, LLC | 0.14% | Reduce -12.1% | 19,227 | $1.5M |
| Range Financial Group LLC | 0.77% | Reduce -9.9% | 19,223 | $1.5M |
| Ally Invest Advisors Inc. | 0.14% | Add +23.7% | 18,781 | $1.4M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -28.1% | 18,741 | $1.4M |
| Hardy Reed LLC | 0.18% | Reduce -10.5% | 18,474 | $1.4M |
| Portfolio Strategies, Inc. | 0.10% | New | 18,474 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Reduce -1.6% | 18,320 | $1.4M |
| Signal Advisors Wealth, LLC | 0.35% | Add +0.8% | 18,281 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +1.2% | 18,198 | $1.4M |
| Pacific Financial Group Inc. | 0.96% | Add +1.7% | 18,080 | $1.4M |
| Aries Wealth Management | 0.45% | Add +8.2% | 18,071 | $1.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0.73% | Reduce -23.8% | 17,574 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.05% | No change | 17,500 | $1.3M |
| DGS Capital Management, LLC | 0.38% | Add +56.7% | 17,441 | $1.3M |
| Maripau Wealth Management LLC | 1.00% | Reduce -2.2% | 17,437 | $1.3M |
| Ridgewood Investments LLC | 0.71% | Add +8.6% | 17,356 | $1.3M |
| Chico Wealth RIA | 1.25% | Add +8.8% | 17,275 | $1.3M |
| ICA Group Wealth Management, LLC | 0.26% | Add +1.5% | 17,078 | $1.3M |
| Burt Wealth Advisors | 0.33% | Add +0.1% | 17,024 | $1.3M |
| Soltis Investment Advisors LLC | 0.15% | Add +56.8% | 16,919 | $1.3M |
| Foster Group, Inc. | 0.06% | Add +139.8% | 16,869 | $1.3M |
| Team Financial Group, LLC | 0.86% | Reduce -77.0% | 16,749 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +2.7% | 16,742 | $1.3M |
| Capital Insight Partners, LLC | 0.24% | Reduce -6.9% | 16,716 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +3.5% | 16,663 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -21.2% | 16,606 | $1.3M |
| Thompson Investment Management, Inc. | 0.19% | Add +20.4% | 16,529 | $1.3M |
| Millennium Management | 0.00% | Reduce -9.5% | 16,527 | $1.3M |
| Marcum Wealth, LLC | 0.13% | Reduce -3.0% | 16,507 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +0.0% | 16,415 | $1.3M |
| First PREMIER Bank | 0.33% | Add +2.9% | 16,321 | $1.3M |
| Cooper Financial Group | 0.21% | Reduce -36.5% | 16,296 | $1.2M |
| Evensky & Katz LLC | 0.09% | Add +6.5% | 16,214 | $1.2M |
| Seizert Capital Partners, LLC | 0.06% | Reduce -13.8% | 16,207 | $1.2M |
| Insight Folios Inc | 0.50% | Reduce -0.6% | 16,047 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -7.6% | 15,945 | $1.2M |
| CWA Asset Management Group, LLC | 0.07% | No change | 15,901 | $1.2M |
| Southland Equity Partners LLC | 0.34% | Add +0.3% | 15,750 | $1.2M |
| Red Wave Investments LLC | 0.45% | Reduce -0.9% | 15,718 | $1.2M |
| First Interstate Bank | 0.08% | Reduce -7.4% | 15,703 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.49% | Add +0.7% | 15,686 | $1.2M |
| Burney Co./ | 0.05% | Reduce -7.0% | 15,637 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -85.2% | 15,450 | $1.2M |
| Keybank National Association | 0.00% | Reduce -28.9% | 15,331 | $1.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.28% | Reduce -3.8% | 15,328 | $1.2M |
| American Capital Advisory, LLC | 1.02% | Add +68.0% | 15,244 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -3.8% | 15,203 | $1.2M |
| FSA Advisors, Inc. | 1.25% | Reduce -0.5% | 15,202 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Add +36.8% | 15,055 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.08% | No change | 15,000 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Add +12.9% | 14,982 | $1.1M |
| Merit Financial Group, LLC | 0.03% | Add +1.9% | 15,057 | $1.1M |
| Narus Financial Partners, LLC | 0.49% | Add +30.0% | 14,951 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 14,799 | $1.1M |
| Andrews, Lucia Wealth Management LLC | 0.81% | Reduce -4.1% | 14,772 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +43.1% | 14,808 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.48% | Add +5.1% | 14,719 | $1.1M |
| RIA Advisory Group LLC | 0.46% | New | 14,677 | $1.1M |
| Washington Trust Bank | 0.11% | Reduce -32.8% | 14,647 | $1.1M |
| Discipline Wealth Solutions, LLC | 1.04% | Reduce -25.6% | 14,659 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +19.7% | 14,651 | $1.1M |
| Americana Partners, LLC | 0.09% | Add +0.0% | 14,557 | $1.1M |
| Global Financial Private Client, LLC | 0.48% | Add +1.5% | 14,593 | $1.1M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -10.2% | 14,473 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +2.1% | 14,368 | $1.1M |
| Argent Trust Co | 0.05% | Reduce -1.5% | 14,065 | $1.1M |
| Lokken Investment Group LLC | 0.53% | Add +2.5% | 13,994 | $1.1M |
| First National Bank of Omaha | 0.07% | Add +15.7% | 13,561 | $1.1M |
| Security Financial Services, INC. | 0.24% | Reduce -0.5% | 13,726 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.10% | Add +3.1% | 13,623 | $1.0M |
| Archer Investment Corp | 0.31% | Add +8.0% | 13,540 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -2.9% | 13,525 | $1.0M |
| Gradient Capital Advisors, LLC | 0.37% | Reduce -2.1% | 13,268 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -5.0% | 13,200 | $1.0M |
| Essex Financial Services, Inc. | 0.09% | Add +6.0% | 13,148 | $1.0M |
| Wealthstream Advisors, Inc. | 0.38% | Add +30.9% | 13,139 | $1.0M |
| Independent Family Office, LLC | 0.54% | Add +21.9% | 13,107 | $1.0M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -0.1% | 13,023 | $998K |
| Cambridge Capital Management, LLC | 0.78% | Reduce -2.7% | 12,933 | $992K |
| Franklin Resources Inc. | 0.00% | Add +18.9% | 12,777 | $980K |
| Roundview Capital LLC | 0.08% | Reduce -54.4% | 12,651 | $970K |
| Continuum Advisory, LLC | 0.15% | Reduce -86.3% | 12,708 | $969K |
| Moors & Cabot, Inc. | 0.05% | Add +331.5% | 12,639 | $969K |
| VERITY Wealth Advisors | 0.74% | Add +17.1% | 12,638 | $969K |
| Montag A & Associates Inc. | 0.05% | Reduce -1.4% | 12,607 | $967K |
| Simmons Bank | 0.07% | Reduce -19.2% | 12,583 | $965K |
| Chapin Davis, Inc. | 0.35% | Add +0.0% | 12,431 | $953K |
| Powers Advisory Group, LLC | 0.54% | Add +0.2% | 12,238 | $938K |
| Squire Investment Management Company, LLC | 0.58% | Add +4.3% | 12,061 | $925K |
| Trust Co. of Vermont | 0.05% | Add +2.0% | 12,034 | $923K |
| Outlook Wealth Advisors, LLC | 0.28% | Add +59.8% | 12,002 | $920K |
| Aureus Asset Management, LLC | 0.06% | Add +4.2% | 11,981 | $919K |
| Disciplined Investments, LLC | 0.50% | Reduce -7.4% | 11,898 | $912K |
| Private Wealth Group, LLC | 0.47% | No change | 11,730 | $899K |
| Private Management Group Inc. | 0.03% | Add +63.0% | 11,723 | $899K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +8.1% | 11,696 | $897K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -71.5% | 11,623 | $891K |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -19.7% | 11,603 | $890K |
| SRH Advisors, LLC | 0.28% | No change | 11,501 | $882K |
| Arcadia Investment Management Corp. | 0.16% | No change | 11,442 | $877K |
| Cumberland Advisors Inc. | 0.33% | Add +8.6% | 11,410 | $875K |
| Barrett & Company, Inc. | 0.41% | Add +0.3% | 11,403 | $874K |
| NBT Bank, N.A. | 0.06% | Reduce -26.6% | 11,387 | $873K |
| Kelly Financial Services LLC | 0.33% | Reduce -5.0% | 11,365 | $871K |
| Peninsula Wealth, LLC | 0.17% | Reduce -14.6% | 11,309 | $867K |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -13.2% | 11,256 | $863K |
| Signaturefd, LLC | 0.02% | Add +6.0% | 11,213 | $860K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -2.2% | 11,201 | $859K |
| Gridiron Partners, LLC | 0.55% | No change | 11,193 | $858K |
| Opus Capital Group, LLC | 0.12% | Reduce -36.3% | 11,095 | $851K |
| TCI Wealth Advisors, Inc. | 0.08% | Add +59.7% | 11,038 | $846K |
| United Bank | 0.10% | No change | 11,034 | $846K |
| Imprint Wealth LLC | 0.20% | Add +202.1% | 11,050 | $843K |
| Cutler Investment Counsel LLC | 0.11% | Reduce -37.9% | 10,951 | $840K |
| Transcendent Capital Group LLC | 0.49% | Add +2.5% | 10,951 | $840K |
| Tiemann Investment Advisors, LLC | 0.36% | Reduce -3.2% | 10,585 | $812K |
| Red Cedar Investment Management, LLC | 0.10% | No change | 10,560 | $810K |
| Van Cleef Asset Management,Inc | 0.10% | No change | 10,555 | $809K |
| Forthright Family Wealth Advisory LLC | 0.54% | Add +134.4% | 10,525 | $807K |
| Moneco Advisors, LLC | 0.13% | Reduce -9.4% | 10,524 | $807K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -23.9% | 10,500 | $805K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -1.1% | 10,498 | $805K |
| Redwood Investment Management, LLC | 0.08% | Reduce -13.2% | 10,481 | $804K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -54.1% | 10,464 | $802K |
| Alhambra Investment Management LLC | 0.44% | Reduce -16.6% | 10,412 | $798K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -27.0% | 10,382 | $796K |
| Guidance Capital, Inc. | 0.29% | Add +23.6% | 10,466 | $794K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +16.5% | 10,345 | $793K |
| Twin Peaks Wealth Advisors, LLC | 0.44% | Reduce -13.1% | 10,230 | $784K |
| Motco | 0.05% | Add +8.3% | 10,097 | $774K |
| Austin Wealth Management, LLC | 0.19% | Reduce -1.7% | 10,080 | $770K |
| Brass Tax Wealth Management, Inc. | 0.40% | — | 9,940 | $762K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +84.8% | 9,936 | $762K |
| Fiera Capital Corp | 0.00% | Reduce -53.5% | 9,830 | $754K |
| LBMC Investment Advisors, LLC | 0.06% | Add +0.1% | 9,769 | $749K |
| Center For Asset Management LLC | 0.61% | Add +6.4% | 9,741 | $747K |
| Financial & Tax Architects, LLC | 0.20% | Reduce -3.8% | 9,646 | $740K |
| Brand Asset Management Group, Inc. | 0.32% | Add +7.1% | 9,640 | $739K |
| Asset Management Group, Inc. | 0.11% | Reduce -3.7% | 9,597 | $736K |
| Centaurus Financial, Inc. | 0.05% | Reduce -5.0% | 9,570 | $734K |
| My Personal CFO, LLC | 0.42% | Reduce -29.7% | 9,533 | $731K |
| Ritholtz Wealth Management | 0.03% | Reduce -24.9% | 9,521 | $730K |
| Legacy PCG, LLC | 0.46% | Reduce -13.1% | 9,477 | $727K |
| International Assets Investment Management, LLC | 0.08% | Reduce -1.7% | 9,445 | $721K |
| Clear Creek Financial Management, LLC | 0.09% | Add +1.1% | 9,371 | $718K |
| Hall Kathryn A. | 0.16% | Reduce -39.9% | 9,293 | $712K |
| Evoke Wealth, LLC | 0.02% | No change | 9,240 | $708K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -13.4% | 9,195 | $705K |
| Loudon Investment Management, LLC | 0.40% | Reduce -1.3% | 9,106 | $698K |
| Veery Capital, LLC | 0.29% | Reduce -17.3% | 9,092 | $697K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -6.6% | 8,977 | $688K |
| Brighton Jones LLC | 0.02% | Add +10.1% | 8,838 | $678K |
| DLK Investment Management, LLC | 0.29% | No change | 8,785 | $674K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +1.2% | 8,765 | $672K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 8,674 | $665K |
| TrueWealth Advisors, LLC | 0.26% | Reduce -4.2% | 8,672 | $665K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -55.3% | 8,669 | $665K |
| Evolution Wealth Advisors, LLC | 0.13% | Add +12.0% | 8,644 | $663K |
| Assetmark, Inc. | 0.00% | Add +2.2% | 8,525 | $654K |
| LifePlan Investment Advisors, Inc. | 0.52% | Add +160.8% | 8,490 | $651K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.2% | 8,490 | $651K |
| Wealth Advisory Solutions, LLC | 0.17% | Reduce -11.8% | 8,415 | $645K |
| Tobias Financial Advisors, Inc. | 0.15% | Reduce -0.1% | 8,351 | $640K |
| Hanson & Doremus Investment Management | 0.11% | Reduce -34.0% | 8,220 | $630K |
| HCR Wealth Advisors | 0.10% | Reduce -11.5% | 8,188 | $628K |
| Petix & Botte Co | 0.15% | Add +29.2% | 8,071 | $619K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 8,030 | $618K |
| ML & R Wealth Management LLC | 0.14% | Reduce -28.2% | 8,052 | $617K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +4.5% | 8,048 | $617K |
| Madden Advisory Services, Inc. | 0.32% | Reduce -5.8% | 8,020 | $615K |
| MBA Advisors LLC | 0.32% | Reduce -2.4% | 7,973 | $611K |
| Pointe Capital Management LLC | 0.37% | Reduce -13.7% | 7,930 | $608K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +21.5% | 7,918 | $607K |
| Howland Capital Management LLC | 0.03% | Reduce -3.0% | 7,900 | $606K |
| Peirce Capital Management, LLC | 0.33% | Reduce -58.9% | 7,896 | $605K |
| Intergy Private Wealth, LLC | 0.25% | Reduce -4.8% | 7,887 | $605K |
| Canvas Wealth Advisors, LLC | 0.20% | Reduce -40.7% | 7,962 | $604K |
| AMG National Trust Bank | 0.02% | Reduce -13.1% | 7,860 | $603K |
| FDx Advisors, Inc. | 0.09% | Reduce -3.0% | 7,849 | $602K |
| Plan Group Financial, LLC | 0.39% | Add +62.2% | 7,831 | $600K |
| Brown, Lisle/Cummings, Inc. | 0.20% | Reduce -2.8% | 7,803 | $598K |
| Citizens Financial Group Inc. | 0.02% | Add +0.3% | 7,772 | $596K |
| Long Run Wealth Advisors, LLC | 0.16% | Reduce -28.2% | 7,750 | $594K |
| Bromfield Sneider Wealth Advisors | 0.36% | No change | 7,686 | $589K |
| American Institute for Advanced Investment Management, LLP | 0.47% | Add +3.4% | 7,673 | $588K |
| JT Stratford LLC | 0.12% | Add +2.0% | 7,627 | $585K |
| Life Planning Partners, Inc | 0.58% | Add +234.1% | 7,585 | $582K |
| Two Sigma Securities, LLC | 0.03% | Reduce -5.9% | 7,582 | $581K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.3% | 7,521 | $577K |
| Davidson Trust Co. | 0.34% | Reduce -5.9% | 7,521 | $577K |
| Chatham Capital Group, Inc. | 0.10% | New | 7,459 | $572K |
| Argus Investors' Counsel, Inc. | 0.35% | Reduce -24.7% | 7,443 | $571K |
| Duncker Streett & Co. Inc. | 0.11% | Reduce -3.8% | 7,317 | $561K |
| Rothschild Wealth LLC | 0.20% | — | 7,241 | $555K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.8% | 7,231 | $554K |
| ARK & TLK Investments, LLC | 0.22% | Reduce -1.3% | 7,227 | $554K |
| Trilogy Capital Inc. | 0.03% | New | 7,171 | $550K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.23% | Reduce -11.8% | 7,222 | $548K |
| Ruedi Wealth Management, Inc. | 0.23% | Reduce -2.3% | 7,077 | $543K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -4.9% | 7,076 | $543K |
| Realta Investment Advisors | 0.11% | Reduce -0.1% | 7,042 | $540K |
| Kraft, Davis & Associates, LLC | 0.16% | Reduce -32.5% | 7,053 | $538K |
| Total Wealth Planning, LLC | 0.09% | Add +0.0% | 7,006 | $537K |
| First Manhattan Co. Llc. | 0.00% | Reduce -16.1% | 6,986 | $536K |
| Mainsail Asset Management, LLC | 0.43% | Add +69.3% | 6,951 | $533K |
| Stockman Wealth Management, Inc. | 0.09% | Add +11.7% | 6,933 | $532K |
| DB Fitzpatrick & Co, Inc | 0.49% | Add +0.2% | 6,901 | $529K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,900 | $529K |
| Washington Trust Advisors, Inc. | 0.05% | No change | 6,847 | $525K |
| McCarthy Asset Management, Inc. | 0.32% | Add +0.5% | 6,768 | $519K |
| Ballentine Capital Advisors, Inc | 0.28% | Reduce -67.4% | 6,776 | $517K |
| Aptus Capital Advisors, LLC | 0.01% | Add +126.2% | 6,732 | $516K |
| Beacon Financial Advisory LLC | 0.25% | Reduce -10.3% | 6,208 | $515K |
| Savvy Advisors, Inc. | 0.30% | Add +6.3% | 6,714 | $515K |
| Baron Financial Group, LLC | 0.32% | Add +0.9% | 6,703 | $514K |
| Lloyd Advisory Services, LLC. | 0.11% | Reduce -81.0% | 6,880 | $513K |
| Cornerstone Advisors Asset Management, LLC | 0.18% | No change | 6,691 | $513K |
| Jacobi Capital Management LLC | 0.05% | Reduce -1.5% | 6,669 | $511K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +41.6% | 6,658 | $511K |
| Headlands Technologies LLC | 0.12% | Add +1904.5% | 6,655 | $510K |
| Signify Wealth | 0.84% | Reduce -42.1% | 6,631 | $508K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.21% | Add +4.7% | 6,610 | $507K |
| Insight Advisors, LLC/ PA | 0.10% | Add +0.1% | 6,600 | $506K |
| Financial Counselors Inc. | 0.01% | Add +72.8% | 6,598 | $506K |
| Jackson Thornton Wealth Management, LLC | 0.09% | Add +0.1% | 6,582 | $505K |
| American Money Management, LLC | 0.10% | Reduce -0.0% | 6,563 | $503K |
| Delta Financial Group, Inc. | 0.15% | New | 6,566 | $503K |
| Breakwater Investment Management | 0.23% | — | 6,543 | $502K |
| Godshalk Welsh Capital Management, Inc. | 0.34% | Reduce -7.0% | 6,523 | $500K |
| BCS Wealth Management | 0.16% | Add +2.1% | 6,502 | $499K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -5.6% | 6,508 | $499K |
| Carmichael Hill & Associates, Inc. | 0.21% | Add +14.6% | 6,505 | $499K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -18.9% | 6,483 | $497K |
| Private Portfolio Partners LLC | 0.10% | Add +10.2% | 6,479 | $497K |
| Radnor Capital Management, LLC | 0.08% | No change | 6,472 | $496K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 6,389 | $490K |
| Anchor Investment Management, LLC | 0.05% | Reduce -8.7% | 6,326 | $485K |
| Madison Asset Management, LLC | 0.01% | No change | 6,312 | $484K |
| Compass Wealth Management LLC | 0.12% | Add +2.9% | 6,305 | $483K |
| A. D. Beadell Investment Counsel, Inc. | 0.42% | Add +1.6% | 6,282 | $481K |
| NorthStar Asset Management LLC | 0.36% | Add +6.2% | 6,265 | $480K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -50.2% | 6,247 | $479K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +15.5% | 6,230 | $478K |
| Webster Bank, N. A. | 0.05% | No change | 6,228 | $478K |
| Meridian Investment Counsel Inc. | 0.16% | No change | 6,205 | $476K |
| Dakota Wealth Management | 0.01% | Reduce -73.2% | 6,177 | $474K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.3% | 6,131 | $470K |
| FMR LLC | 0.00% | Reduce -59.0% | 6,128 | $470K |
| Palisades Hudson Asset Management, L.P. | 0.21% | Add +6.6% | 6,077 | $466K |
| Camden National Bank | 0.08% | Add +17.1% | 6,072 | $466K |
| Essex LLC | 0.11% | Reduce -22.4% | 5,965 | $457K |
| Cornerstone Planning Group LLC | 0.14% | Reduce -28.5% | 5,991 | $457K |
| Maple Capital Management, Inc. | 0.04% | Add +51.6% | 5,912 | $453K |
| Delta Financial Advisors LLC | 0.18% | Reduce -1.9% | 5,870 | $450K |
| Rock Point Advisors, LLC | 0.13% | Reduce -9.0% | 5,865 | $450K |
| Shayne & Jacobs, LLC | 0.12% | Add +0.6% | 5,775 | $443K |
| SMART Wealth LLC | 0.20% | Reduce -72.7% | 5,734 | $440K |
| Monument Group Wealth Advisors, LLC | 0.33% | Add +8.3% | 5,734 | $440K |
| L.M. Kohn & Company | 0.12% | Reduce -9.2% | 5,722 | $439K |
| Visionary Wealth Advisors | 0.03% | Reduce -11.6% | 5,716 | $438K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -2.5% | 5,683 | $436K |
| American Trust | 0.04% | Add +67.0% | 5,683 | $436K |
| German American Bancorp, Inc. | 0.05% | No change | 5,623 | $431K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -7.3% | 5,599 | $429K |
| Retirement Planning Group, LLC | 0.03% | New | 5,574 | $427K |
| Hiley Hunt Wealth Management | 0.28% | Add +2.6% | 5,557 | $426K |
| McIlrath & Eck, LLC | 0.07% | Reduce -12.0% | 5,505 | $422K |
| HBW Advisory Services LLC | 0.08% | No change | 5,478 | $422K |
| SAM Advisors, LLC | 0.15% | Reduce -2.2% | 5,456 | $418K |
| Opinicus Capital, Inc. | 0.37% | Add +0.9% | 5,429 | $416K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +0.1% | 5,429 | $416K |
| Waverly Advisors, LLC | 0.01% | Add +59.8% | 5,400 | $414K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -1.3% | 5,370 | $412K |
| Colonial River Investments, LLC | 0.23% | Reduce -0.7% | 5,362 | $411K |
| Annapolis Financial Services, LLC | 0.14% | Reduce -21.4% | 5,354 | $410K |
| Topel & Distasi Wealth Management, LLC | 0.18% | Add +1.0% | 5,332 | $409K |
| Smith & Howard Wealth Management, LLC | 0.13% | Reduce -78.1% | 5,319 | $408K |
| Absolute Capital Management, LLC | 0.26% | Add +10.8% | 5,280 | $405K |
| United Advisor Group, LLC | 0.15% | Reduce -31.8% | 5,267 | $404K |
| World Equity Group, Inc. | 0.08% | Reduce -21.3% | 5,256 | $403K |
| Independent Advisor Alliance | 0.01% | Add +6.3% | 5,201 | $399K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $398K |
| Tortoise Investment Management, LLC | 0.05% | Add +8.1% | 5,167 | $396K |
| Shore Point Advisors, LLC | 0.22% | Add +8.6% | 5,073 | $389K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +0.2% | 5,063 | $388K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Add +13.4% | 5,037 | $386K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 5,030 | $386K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 5,020 | $385K |
| Fisher Asset Management | 0.00% | Add +6.7% | 5,002 | $384K |
| Diversify Advisory Services, LLC | 0.02% | — | 4,990 | $381K |
| Penney Financial, LLC | 0.28% | Add +70.0% | 4,959 | $380K |
| Berger Financial Group, Inc | 0.03% | Add +3.4% | 4,888 | $375K |
| Private Trust Co. NA | 0.04% | Reduce -1.8% | 4,861 | $373K |
| Apeiron RIA LLC | 0.11% | Reduce -20.8% | 4,805 | $368K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -12.1% | 4,748 | $364K |
| S.A. Mason LLC | 0.22% | Reduce -4.1% | 4,705 | $361K |
| Davis R M Inc. | 0.01% | Reduce -27.1% | 4,699 | $360K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 4,630 | $357K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -24.9% | 4,665 | $356K |
| Bordeaux Wealth Advisors LLC | 0.12% | New | 4,616 | $354K |
| Verus Financial Partners, Inc. | 0.04% | Reduce -99.1% | 4,583 | $351K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -1.5% | 4,563 | $350K |
| Daymark Wealth Partners, LLC | 0.02% | Add +8.1% | 4,548 | $349K |
| Wellington Wealth Strategies, LLC. | 0.16% | New | 4,518 | $346K |
| Liberty Wealth Management LLC | 0.07% | New | 4,483 | $344K |
| Vantage Financial Partners, LLC | 0.09% | Add +3.2% | 4,450 | $341K |
| Element Pointe Advisors, LLC | 0.09% | No change | 4,441 | $340K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | Reduce -3.6% | 4,430 | $340K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +2.9% | 4,420 | $339K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,419 | $339K |
| Raleigh Capital Management Inc. | 0.15% | Reduce -3.6% | 4,419 | $339K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -0.1% | 4,408 | $338K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,429 | $337K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.9% | 4,380 | $336K |
| Rodgers Brothers Inc. | 0.05% | No change | 4,373 | $335K |
| Mayport, LLC | 0.13% | No change | 4,360 | $334K |
| Keb Asset Management, LLC | 0.11% | No change | 4,335 | $332K |
| Hanover Advisors Inc. | 0.14% | Add +7.2% | 4,303 | $330K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -7.9% | 4,296 | $329K |
| TBH Global Asset Management, LLC | 0.07% | Add +8.1% | 4,289 | $329K |
| BIP Wealth, LLC | 0.02% | Reduce -46.6% | 4,249 | $326K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -9.4% | 4,236 | $325K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -66.8% | 4,223 | $324K |
| Ehrlich Financial Group | 0.27% | Reduce -36.3% | 4,218 | $323K |
| Moseley Investment Management Inc. | 0.16% | Add +3.5% | 4,192 | $321K |
| LaFleur & Godfrey LLC | 0.05% | Add +53.8% | 4,181 | $321K |
| Northwest Bancshares, Inc. | 0.05% | New | 4,176 | $320K |
| Lockerman Financial Group, Inc. | 0.61% | Add +5.3% | 4,157 | $319K |
| Rather & Kittrell, Inc. | 0.10% | Add +3.0% | 4,154 | $318K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -74.5% | 4,141 | $317K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,116 | $317K |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +5.0% | 4,116 | $316K |
| Main Line Retirement Advisors, LLC | 0.25% | Reduce -49.5% | 4,114 | $315K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 4,110 | $315K |
| Johnson Financial Group, Inc. | 0.02% | Add +9.1% | 4,105 | $315K |
| Chandler Asset Management, Inc. | 0.06% | No change | 4,095 | $314K |
| Apollon Financial, LLC | 0.11% | Reduce -46.6% | 4,089 | $314K |
| Leelyn Smith, LLC | 0.06% | New | 4,073 | $312K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 4,059 | $311K |
| Hilltop Holdings Inc. | 0.03% | Reduce -14.4% | 4,051 | $311K |
| Hall Laurie J Trustee | 0.11% | No change | 4,000 | $307K |
| Intellectus Partners, LLC | 0.08% | Reduce -5.4% | 4,000 | $307K |
| Cedar Brook Financial Partners, LLC | 0.06% | Add +1.7% | 3,991 | $306K |
| FLC Capital Advisors | 0.08% | Reduce -3.3% | 3,981 | $305K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -12.1% | 3,959 | $304K |
| Novak & Powell Financial Services, Inc. | 0.23% | Reduce -10.9% | 40,904 | $301K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,918 | $300K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -28.6% | 3,917 | $300K |
| Watershed Private Wealth LLC | 0.13% | Reduce -88.7% | 3,874 | $297K |
| Dravo Bay LLC | 0.18% | Add +8.1% | 3,845 | $295K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,835 | $294K |
| Holderness Investments Co. | 0.07% | No change | 3,785 | $290K |
| Legacy Advisory Services, LLC | 0.27% | Add +0.5% | 3,702 | $284K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,671 | $281K |
| Verde Capital Management | 0.10% | Add +21.4% | 3,660 | $281K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,654 | $280K |
| Twin City Private Wealth, LLC | 0.28% | — | 3,644 | $279K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -4.1% | 3,638 | $279K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -1.1% | 3,620 | $278K |
| WealthPLAN Partners, LLC | 0.03% | No change | 3,613 | $277K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 3,604 | $276K |
| Security National Bank | 0.04% | No change | 3,602 | $276K |
| Delta Investment Management, LLC | 0.06% | Reduce -4.8% | 3,562 | $273K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +22.0% | 3,539 | $271K |
| Glenview Trust Co | 0.01% | Reduce -1.8% | 3,529 | $271K |
| McClarren Financial Advisors, Inc. | 0.19% | New | 3,507 | $269K |
| National Wealth Management Group, LLC | 0.21% | Add +5.1% | 3,499 | $268K |
| Steele Capital Management, Inc. | 0.02% | No change | 3,484 | $267K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +4.3% | 3,478 | $267K |
| Obsidian Personal Planning Solutions LLC | 0.17% | Reduce -18.8% | 3,494 | $265K |
| Coordinated Financial Services, Inc. | 0.23% | — | 3,459 | $265K |
| LJI Wealth Management, LLC | 0.07% | Reduce -21.9% | 3,458 | $265K |
| Windsor Capital Management, LLC | 0.08% | Reduce -46.5% | 3,450 | $265K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -61.8% | 3,443 | $264K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -9.6% | 3,430 | $263K |
| HUB Investment Partners, LLC | 0.01% | New | 3,407 | $261K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.8% | 3,397 | $260K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $260K |
| Fiduciary Family Office, LLC | 0.10% | Reduce -63.7% | 3,384 | $259K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -10.6% | 3,382 | $259K |
| Lion Street Advisors, LLC | 0.11% | No change | 3,357 | $259K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +6.0% | 3,341 | $256K |
| JPL Wealth Management, LLC | 0.14% | New | 3,337 | $256K |
| SignalPoint Asset Management, LLC | 0.07% | New | 3,335 | $256K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 3,333 | $256K |
| Greenup Street Wealth Management LLC | 0.06% | Reduce -42.5% | 3,330 | $255K |
| Wolff Financial Management LLC | 0.07% | Add +0.5% | 3,300 | $253K |
| Vance Wealth, LLC | 0.10% | Reduce -1.2% | 3,290 | $252K |
| Sterling Wealth Management, Inc. | 0.13% | Add +0.1% | 3,287 | $252K |
| Busey Bank | 0.01% | Reduce -14.7% | 3,273 | $251K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.1% | 3,256 | $250K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.8% | 3,247 | $249K |
| Flputnam Investment Management Co. | 0.01% | Reduce -49.3% | 3,241 | $248K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,238 | $248K |
| Blue Chip Partners, LLC | 0.02% | Reduce -5.2% | 3,233 | $248K |
| Park National Corp. | 0.01% | Reduce -11.4% | 3,229 | $248K |
| REAP Financial Group, LLC | 0.07% | Add +7.6% | 3,225 | $247K |
| Epic Trust Investment Advisors, LLC | 0.30% | No change | 3,225 | $247K |
| Howe & Rusling Inc. | 0.02% | Reduce -20.2% | 3,220 | $247K |
| Lakewood Asset Management LLC | 0.17% | Add +9.0% | 3,214 | $246K |
| SageView Advisory Group, LLC | 0.01% | New | 2,508 | $245K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 3,200 | $245K |
| VitalStone Financial, LLC | 0.19% | Reduce -11.4% | 3,198 | $245K |
| Spinnaker Trust | 0.02% | No change | 3,180 | $244K |
| Boston Financial Mangement LLC | 0.01% | Reduce -3.8% | 3,174 | $243K |
| Burton Enright Welch | 0.06% | New | 3,171 | $243K |
| Winthrop Advisory Group LLC | 0.03% | New | 3,144 | $241K |
| Asset Allocation & Management Company, LLC | 0.16% | No change | 3,142 | $241K |
| S. R. Schill & Associates | 0.10% | No change | 3,141 | $241K |
| Coastwise Capital Group, LLC | 0.23% | Add +1.8% | 3,125 | $240K |
| Ted Buchan & Co | 0.15% | New | 3,111 | $239K |
| Tenon Financial LLC | 0.20% | — | 3,092 | $237K |
| RiverGlades Family Offices LLC | 0.19% | No change | 3,105 | $237K |
| Lauterbach Financial Advisors, LLC | 0.15% | No change | 3,075 | $236K |
| Signature Resources Capital Management, LLC | 0.22% | No change | 3,040 | $234K |
| Accel Wealth Management | 0.10% | Reduce -4.4% | 3,037 | $233K |
| Belpointe Asset Management LLC | 0.02% | Add +14.5% | 3,023 | $232K |
| Meritas Wealth Management, LLC | 0.16% | No change | 3,008 | $231K |
| Dopkins Wealth Management, LLC | 0.14% | New | 3,003 | $230K |
| Bramshill Investments, LLC | 0.03% | New | 3,000 | $230K |
| Easterly Investment Partners LLC | 0.02% | Reduce -0.0% | 3,000 | $230K |
| Kingdom Financial Group LLC. | 0.16% | New | 2,987 | $229K |
| EnRich Financial Partners LLC | 0.09% | Add +0.0% | 2,981 | $229K |
| Keynote Financial Services LLC | 0.19% | — | 2,975 | $228K |
| Orion Capital Management LLC | 0.12% | Add +552.2% | 2,974 | $228K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -55.8% | 2,967 | $227K |
| Essex Bank | 0.07% | No change | 2,953 | $227K |
| Warner Financial, Inc. | 0.11% | Add +4.0% | 2,967 | $227K |
| Northstar Advisory Group, LLC | 0.14% | Reduce -0.7% | 2,973 | $227K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $226K |
| AEGON USA Investment Management, LLC | 0.23% | Reduce -24.2% | 2,924 | $224K |
| NCM Capital Management, LLC | 0.13% | No change | 2,918 | $224K |
| CW Advisors, LLC | 0.00% | Add +0.9% | 2,914 | $223K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -89.7% | 2,848 | $218K |
| Souders Financial Advisors | 0.03% | Reduce -97.9% | 2,847 | $218K |
| Hilltop Partners LLC | 0.08% | Reduce -21.7% | 2,840 | $218K |
| E&G Advisors, LLC | 0.07% | No change | 2,820 | $216K |
| Colonial Trust Co / SC | 0.04% | Add +0.1% | 2,808 | $215K |
| Lansing Street Advisors | 0.10% | Reduce -34.0% | 2,800 | $215K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -2.3% | 2,795 | $214K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Add +0.5% | 2,782 | $213K |
| Girard Partners LTD. | 0.02% | No change | 2,779 | $213K |
| Running Point Capital Advisors, LLC | 0.09% | Add +0.9% | 2,757 | $211K |
| Keystone Financial Group | 0.03% | Reduce -38.3% | 2,750 | $211K |
| Brookmont Capital Management | 0.11% | Reduce -17.1% | 2,744 | $210K |
| Staley Capital Advisers Inc. | 0.01% | New | 2,742 | $210K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,702 | $207K |
| Santori & Peters, Inc. | 0.09% | Reduce -4.2% | 2,664 | $204K |
| BOS Asset Management, LLC | 0.11% | No change | 2,656 | $204K |
| Core Wealth Partners LLC | 0.15% | No change | 2,641 | $202K |
| Granite FO LLC | 0.12% | Add +2.5% | 2,581 | $202K |
| Emergent Wealth Advisors, LLC | 0.17% | Reduce -2.3% | 2,610 | $200K |
| NorthRock Partners, LLC | 0.01% | Add +19.0% | 2,600 | $199K |
| LGT Financial Advisors LLC | 0.23% | No change | 2,535 | $194K |
| Clear Point Advisors Inc. | 0.16% | Add +0.4% | 2,517 | $193K |
| Red Tortoise LLC | 0.11% | Add +0.5% | 2,463 | $189K |
| Lummis Asset Management, LP | 0.25% | No change | 2,460 | $189K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Reduce -43.4% | 2,306 | $177K |
| Benjamin Edwards Inc. | 0.03% | Reduce -19.4% | 2,245 | $172K |
| Beacon Capital Management, LLC | 0.04% | Add +3.0% | 2,242 | $172K |
| Richard W. Paul & Associates, LLC | 0.07% | Reduce -3.7% | 2,240 | $172K |
| Balentine LLC | 0.00% | Add +17.8% | 2,123 | $163K |
| Sunbelt Securities, Inc. | 0.02% | Add +4.7% | 1,964 | $151K |
| Richardson Financial Services Inc. | 0.11% | New | 1,948 | $149K |
| Pacific Center for Financial Services | 0.04% | Reduce -21.2% | 1,948 | $149K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +29.5% | 1,918 | $147K |
| Clean Yield Group | 0.06% | No change | 1,849 | $142K |
| Robinson Value Management, Ltd. | 0.09% | Reduce -32.8% | 1,842 | $141K |
| Private Capital Management LLC | 0.03% | Add +3.1% | 1,825 | $140K |
| Clearstead Advisors, LLC | 0.01% | Add +52.6% | 1,802 | $137K |
| Guardian Wealth Management, Inc. | 0.10% | Reduce -20.0% | 1,736 | $133K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 1,642 | $126K |
| Operose Advisors LLC | 0.04% | New | 1,624 | $125K |
| Community Bank, N.A. | 0.02% | No change | 1,615 | $124K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,530 | $117K |
| Front Row Advisors LLC | 0.04% | Add +22.8% | 1,510 | $116K |
| MidAtlantic Capital Management, Inc. | 0.10% | No change | 1,506 | $115K |
| Keener Financial Planning LLC | 0.08% | Reduce -5.6% | 1,490 | $115K |
| Castleview Partners, LLC | 0.06% | Add +405.8% | 1,472 | $113K |
| Northwest Capital Management Inc | 0.04% | No change | 1,462 | $112K |
| DecisionPoint Financial, LLC | 0.04% | Add +29.8% | 1,417 | $108K |
| Crewe Advisors LLC | 0.01% | No change | 1,390 | $107K |
| CVA Family Office, LLC | 0.02% | Add +0.2% | 1,317 | $101K |
| Cambridge Trust Co. | 0.00% | Reduce -90.1% | 1,303 | $100K |
| Birchbrook, Inc. | 0.06% | Reduce -91.0% | 1,240 | $95K |
| NFSG Corp | 0.04% | Add +82.4% | 1,224 | $94K |
| Founders Financial Alliance, LLC | 0.03% | Add +4.7% | 1,220 | $94K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -69.8% | 1,219 | $93K |
| Maryland Capital Advisors Inc. | 0.06% | Reduce -0.8% | 1,189 | $91K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +479.2% | 1,170 | $90K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,140 | $87K |
| Wit, LLC | 2.61% | Reduce -25.3% | 1,117 | $86K |
| Clear Investment Research, LLC | 0.11% | No change | 1,107 | $85K |
| Studio Investment Management LLC | 0.02% | New | 1,105 | $85K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -30.4% | 1,100 | $84K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -15.1% | 1,087 | $83K |
| Caitlin John, LLC | 0.06% | Reduce -17.1% | 1,044 | $80K |
| Empirical Asset Management, LLC | 0.04% | New | 78,795 | $79K |
| Stephens Consulting, LLC | 0.02% | Reduce -5.0% | 994 | $76K |
| Roble, Belko & Company, Inc | 0.01% | No change | 993 | $76K |
| Investment Research & Advisory Group, Inc. | 0.04% | No change | 991 | $76K |
| WealthCollab, LLC | 0.05% | No change | 968 | $74K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -1.1% | 951 | $73K |
| First Financial Corp. | 0.04% | No change | 928 | $71K |
| Asset Dedication, LLC | 0.01% | Reduce -21.6% | 913 | $69K |
| Global Assets Advisory, LLC | 0.04% | New | 883 | $67K |
| Highline Wealth Partners LLC | 0.03% | Add +1138.6% | 867 | $66K |
| First Personal Financial Services | 0.02% | No change | 865 | $66K |
| Clearstead Trust, LLC | 0.02% | No change | 861 | $66K |
| Bogart Wealth, LLC | 0.00% | Reduce -60.2% | 855 | $66K |
| Versant Capital Management, Inc | 0.02% | New | 824 | $63K |
| Bank of New Hampshire | 0.02% | No change | 765 | $59K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 763 | $59K |
| Horrell Capital Management, Inc. | 0.02% | No change | 735 | $56K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 707 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1488.6% | 699 | $54K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $50K |
| Bray Capital Advisors | 0.01% | No change | 625 | $48K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $48K |
| West Paces Advisors Inc. | 0.01% | No change | 611 | $47K |
| Investors Research Corp | 0.01% | No change | 602 | $46K |
| Tucker Asset Management LLC | 0.01% | Reduce -29.3% | 560 | $43K |
| American National Bank & Trust | 0.01% | Add +261.2% | 549 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 538 | $41K |
| Oakworth Capital, Inc. | 0.00% | Reduce -77.8% | 531 | $41K |
| MCF Advisors LLC | 0.00% | New | 500 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | Add +307.4% | 497 | $38K |
| Fairman Group, LLC | 0.04% | No change | 493 | $38K |
| Financial Perspectives, Inc | 0.01% | No change | 492 | $38K |
| Hilltop National Bank | 0.01% | — | 475 | $36K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -96.5% | 468 | $36K |
| Truvestments Capital LLC | 0.01% | Add +0.5% | 449 | $34K |
| Hexagon Capital Partners LLC | 0.01% | Add +12.8% | 439 | $34K |
| CNB Bank | 0.02% | No change | 423 | $32K |
| Sandy Spring Bank | 0.00% | Reduce -80.4% | 415 | $32K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -43.6% | 388 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +79.5% | 377 | $29K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 373 | $29K |
| Register Financial Advisors LLC | 0.01% | New | 350 | $27K |
| Quent Capital, LLC | 0.00% | New | 330 | $25K |
| Tidemark, LLC | 0.01% | No change | 324 | $25K |
| Pineridge Advisors LLC | 0.01% | Add +3637.5% | 299 | $23K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -13.6% | 293 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -88.7% | 289 | $22K |
| Y.D. More Investments Ltd | 0.00% | No change | 288 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -38.4% | 287 | $22K |
| Marquette Asset Management, LLC | 0.00% | No change | 277 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 269 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +11.7% | 267 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -60.4% | 259 | $20K |
| WealthShield Partners, LLC | 0.00% | Reduce -69.9% | 253 | $19K |
| Addison Advisors LLC | 0.01% | No change | 250 | $19K |
| Tower View Wealth Management LLC | 0.01% | New | 247 | $19K |
| WR Wealth Planners, LLC | 0.01% | New | 243 | $19K |
| Future Financial Wealth Managment LLC | 0.01% | New | 230 | $18K |
| Balefire, LLC | 0.01% | Add +9.8% | 223 | $17K |
| Key Financial Inc | 0.00% | No change | 215 | $16K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -99.5% | 211 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 210 | $16K |
| Adirondack Trust Co. | 0.01% | No change | 207 | $16K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -74.6% | 184 | $14K |
| Tsfg, LLC | 0.00% | No change | 183 | $14K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 171 | $13K |
| BlackRock Inc. | 0.00% | New | 162 | $12K |
| First Pacific Financial | 0.00% | Add +613.6% | 157 | $12K |
| Sachetta, LLC | 0.01% | No change | 149 | $11K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 135 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -1.5% | 128 | $10K |
| Peachtree Investment Partners, LLC | 0.00% | Add +2.7% | 114 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 103 | $8K |
| Planning Capital Management Corp | 0.01% | No change | 100 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -76.5% | 96 | $7K |
| NewSquare Capital LLC | 0.00% | Reduce -33.8% | 96 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 89 | $6K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -95.9% | 77 | $6K |
| Cedar Wealth Management, LLC | 0.00% | Reduce -1.3% | 76 | $6K |
| Concord Wealth Partners | 0.00% | No change | 70 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 46 | $4K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -98.2% | 46 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -99.6% | 42 | $3K |
| Bangor Savings Bank | 0.00% | No change | 40 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 39 | $3K |
| Eukles Asset Management | 0.00% | No change | 37 | $3K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -46.4% | 37 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -85.9% | 35 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 32 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -54.4% | 26 | $2K |
| Gradient Investments LLC | 0.00% | Reduce -97.5% | 24 | $2K |
| Davis Capital Management | 0.00% | No change | 15 | $1K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 14 | $1K |
| 4Thought Financial Group Inc. | 0.00% | Add +44.4% | 13 | $966 |
| Anfield Capital Management, LLC | 0.00% | New | 10 | $767 |
| Salem Investment Counselors Inc. | 0.00% | No change | 10 | $767 |
| Dogwood Wealth Management LLC | 0.00% | No change | 9 | $702 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 9 | $690 |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +20.0% | 6 | $461 |
| Spotlight Asset Group, Inc. | 0.00% | No change | 3 | $230 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $77 |
| Hoey Investments, Inc. | 0.00% | New | 1 | $74 |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is BSV's weight in each manager's 13F, not the share of Vanguard Short-Term Bond ETF the manager owns.