Vanguard Short-Term Bond ETFBSVETF
13F holders, Q3 2024 (September 30)1,144holders +12
84new positions
69sold out
5famous investors
$78.84avg. 13F price*
At the end of Q3 2024, 1,144 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 12 from Q2 2024. 84 opened new positions and 69 sold out. The largest holders were Envestnet Asset Management Inc. ($4.2B), Mercer Global Advisors Inc. ($2.3B) and Morgan Stanley ($2.2B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $476.0M |
| Exits | 69 | $134.3M |
All 13F filers, Q2 2024 → Q3 2024: 30,051,473 shares bought and 17,451,746 shares sold, net +12,599,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,144 holders
| Envestnet Asset Management Inc. | 1.36% | Add +6.7% | 53,667,204 | $4.2B |
| Mercer Global Advisors Inc. | 5.36% | Add +14.5% | 29,140,104 | $2.3B |
| Morgan Stanley | 0.16% | Add +0.2% | 27,921,980 | $2.2B |
| JPMorgan Chase & Co. | 0.14% | Add +21.8% | 22,255,805 | $1.8B |
| Goldman Sachs Group Inc. | 0.25% | Reduce -13.3% | 16,612,967 | $1.3B |
| Empower Advisory Group, LLC | 4.04% | Add +4.9% | 15,200,448 | $1.2B |
| Allworth Financial LP | 5.85% | Add +2.6% | 12,194,753 | $959.6M |
| Northern Trust Corp. | 0.10% | Add +9.1% | 7,932,243 | $624.2M |
| Bank of America Corp. | 0.05% | Add +12.4% | 7,706,394 | $606.4M |
| Wells Fargo & Company | 0.12% | Add +0.5% | 6,137,196 | $482.9M |
| Truepoint, Inc. | 12.71% | Add +2.5% | 6,013,964 | $473.2M |
| LPL Financial LLC | 0.21% | Add +1.4% | 6,009,935 | $472.9M |
| United Capital Financial Advisors, LLC | 3.34% | Reduce -1.3% | 5,159,342 | $406.0M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +0.6% | 4,413,757 | $347.3M |
| Royal Bank of Canada | 0.07% | Add +1.3% | 4,034,256 | $317.5M |
| Corient Private Wealth LP | 0.49% | Add +3.4% | 4,087,688 | $313.3M |
| Captrust Financial Advisors | 0.81% | Add +11.9% | 3,489,698 | $274.6M |
| Lincoln National Corp. | 8.47% | Add +1.9% | 3,361,799 | $264.5M |
| Sei Investments Co. | 0.32% | New | 3,125,317 | $245.9M |
| Commonwealth Equity Services, LLC | 0.35% | Add +2.5% | 2,921,861 | $229.9M |
| UBS Group AG | 0.06% | Add +34.9% | 2,919,817 | $229.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.3% | 2,466,363 | $194.1M |
| MetLife Investment Management, LLC | 1.04% | Reduce -2.9% | 2,294,000 | $180.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -2.5% | 2,129,913 | $167.6M |
| Carlson Capital Management | 6.93% | Add +8.4% | 2,074,903 | $163.3M |
| Cerity Partners LLC | 0.36% | Add +37.4% | 2,039,806 | $160.5M |
| True Link Financial Advisors, LLC | 13.58% | Reduce -27.6% | 2,032,952 | $160.0M |
| Apella Capital, LLC | 6.08% | Add +6.4% | 1,883,160 | $147.9M |
| Focus Partners Wealth | 0.40% | Add +3583.2% | 1,601,893 | $126.1M |
| Cetera Investment Advisers | 0.25% | Reduce -6.3% | 1,431,881 | $112.7M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +1.8% | 1,417,351 | $111.5M |
| Smithfield Trust Co | 5.12% | Reduce -1.5% | 1,326,166 | $104.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Reduce -2.9% | 1,315,463 | $103.5M |
| Raymond James & Associates | 0.06% | Add +1.2% | 1,237,693 | $97.4M |
| Morningstar Investment Services LLC | 0.99% | Reduce -29.2% | 1,233,196 | $97.2M |
| Willow Creek Wealth Management Inc. | 10.01% | Add +5.8% | 1,210,425 | $95.2M |
| Valmark Advisers, Inc. | 1.47% | Add +4.7% | 1,190,348 | $93.7M |
| Truist Financial Corp. | 0.15% | Reduce -0.7% | 1,173,340 | $92.3M |
| RW Investment Management LLC | 10.84% | Add +3.5% | 1,106,621 | $87.1M |
| BNP Paribas Financial Markets | 0.08% | Add +341.0% | 1,100,236 | $86.6M |
| Jones Financial Companies LLLP | 0.08% | Reduce -0.7% | 1,049,415 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 1,019,909 | $80.0M |
| Osaic Holdings, Inc. | 0.18% | Reduce -3.0% | 998,985 | $78.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +38.1% | 995,255 | $78.3M |
| DAVENPORT & Co LLC | 0.45% | Add +3.9% | 965,970 | $76.0M |
| Peapack Gladstone Financial Corp. | 1.06% | Add +5.8% | 932,285 | $73.4M |
| RS Crum Inc. | 16.76% | Add +24.3% | 909,074 | $71.5M |
| Wit, LLC | 1.99% | — | 877 | $69.0M |
| Freestone Capital Holdings, LLC | 2.36% | Add +6.0% | 866,623 | $68.2M |
| Janney Montgomery Scott LLC | 0.19% | Add +0.0% | 864,707 | $68.0M |
| Axiom Advisory, LLC | 0.62% | Reduce -32.0% | 848,646 | $66.1M |
| D.A. Davidson & Co. | 0.54% | Add +1.6% | 830,717 | $65.4M |
| Fifth Third Bancorp | 0.23% | Add +4.0% | 821,577 | $64.6M |
| Efficient Advisors, LLC | 3.96% | Reduce -2.9% | 803,215 | $63.2M |
| MML Investors Services, LLC | 0.23% | Add +4.1% | 791,062 | $62.2M |
| US Bancorp \de | 0.08% | Reduce -1.3% | 776,211 | $61.1M |
| Integris Wealth Management, LLC | 16.33% | Reduce -6.3% | 742,963 | $58.5M |
| Prime Capital Investment Advisors, LLC | 0.83% | Reduce -1.5% | 742,401 | $58.4M |
| Windward Private Wealth Management Inc. | 21.85% | Add +2.1% | 724,377 | $57.0M |
| Stifel Financial Corp. | 0.06% | Add +9.3% | 714,379 | $56.2M |
| Martel Wealth Advisors LLC | 11.32% | Add +3.0% | 709,201 | $55.3M |
| Atria Wealth Solutions, Inc. | 0.60% | Add +1.3% | 696,036 | $54.8M |
| TD Capital Management LLC | 5.42% | Add +1.4% | 688,368 | $54.2M |
| Charter Oak Capital Management, LLC | 5.04% | Add +8.6% | 685,519 | $53.9M |
| Comerica Bank | 0.21% | Add +6.9% | 680,092 | $53.5M |
| Jentner Corp | 16.23% | Add +2.1% | 673,783 | $53.0M |
| Sofi Wealth, LLC | 3.88% | Add +10.8% | 670,876 | $52.8M |
| PrairieView Partners, LLC | 5.44% | Reduce -11.7% | 664,856 | $52.3M |
| Savant Capital, LLC | 0.41% | Reduce -4.9% | 625,078 | $49.2M |
| National Philanthropic Trust | 0.80% | Add +2.2% | 563,262 | $44.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -1.1% | 560,567 | $44.1M |
| Citigroup Inc. | 0.04% | Reduce -0.3% | 556,183 | $43.8M |
| Creative Planning | 0.04% | Add +0.0% | 554,536 | $43.6M |
| Renaissance Technologies | 0.07% | Add +148.2% | 553,400 | $43.5M |
| Arbor Investment Advisors, LLC | 5.76% | Add +3.8% | 552,784 | $43.5M |
| Focus Partners Advisor Solutions, LLC | 0.91% | Add +235.3% | 551,547 | $43.4M |
| Gemmer Asset Management LLC | 4.33% | Reduce -19.3% | 549,825 | $43.3M |
| Berkshire Money Management, Inc. | 4.89% | Add +4.0% | 542,761 | $42.7M |
| Annandale Capital, LLC | 8.23% | Add +1.9% | 522,798 | $41.1M |
| Avantax Advisory Services, Inc. | 0.27% | Reduce -91.7% | 513,459 | $40.4M |
| Corrigan Financial, Inc. | 9.17% | Add +3.9% | 508,187 | $40.0M |
| Betterment LLC | 0.09% | Add +5.5% | 493,568 | $38.8M |
| Campbell Wealth Management | 3.43% | New | 488,970 | $38.5M |
| Citadel Advisors | 0.04% | Add +1423.8% | 488,432 | $38.4M |
| Barr E S & Co. | 2.37% | Reduce -2.7% | 483,049 | $38.0M |
| Vanguard Group Inc. | 0.00% | Add +24.7% | 443,050 | $34.9M |
| Composition Wealth, LLC | 0.77% | New | 423,273 | $33.3M |
| Partners in Financial Planning | 6.58% | Add +5.0% | 414,288 | $32.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.43% | Add +10.5% | 410,193 | $32.3M |
| Alps Advisors Inc. | 0.21% | Reduce -1.4% | 406,829 | $32.0M |
| Penserra Capital Management LLC | 0.69% | Reduce -43.2% | 405,011 | $31.9M |
| Ancora Advisors LLC | 0.72% | Reduce -6.1% | 402,767 | $31.7M |
| Blair William & Co. | 0.09% | Reduce -0.4% | 402,423 | $31.7M |
| Diversified Portfolios, Inc. | 3.26% | Reduce -59.0% | 396,893 | $31.2M |
| CreativeOne Wealth, LLC | 1.06% | Add +13.9% | 395,917 | $31.2M |
| International City Management Association Retirement Corp | 19.59% | Add +31.6% | 378,400 | $29.8M |
| NewEdge Advisors, LLC | 0.19% | Add +64.3% | 373,308 | $29.4M |
| Cullen/Frost Bankers, Inc. | 0.40% | Add +15.7% | 372,512 | $29.3M |
| PDS Planning, Inc | 2.56% | Add +10.3% | 363,153 | $28.6M |
| Human Investing LLC | 5.16% | Add +4.2% | 362,153 | $28.5M |
| First Heartland Consultants, Inc. | 3.03% | Reduce -4.1% | 358,005 | $28.2M |
| Old National Bancorp | 0.62% | Reduce -4.4% | 341,016 | $26.8M |
| Rockwood Wealth Management, LLC | 2.93% | Add +10.4% | 338,278 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Add +8.9% | 337,882 | $26.6M |
| Presilium Private Wealth, LLC | 6.08% | Add +5.4% | 335,710 | $26.4M |
| Blue Trust, Inc. | 0.34% | Add +5.8% | 336,402 | $25.8M |
| Cornerstone Investment Partners, LLC | 1.27% | Reduce -0.2% | 325,312 | $25.6M |
| Eagle Rock Investment Company, LLC | 4.14% | Add +0.1% | 314,107 | $24.7M |
| Financial Planning & Information Services, Inc. | 3.39% | Reduce -12.5% | 312,411 | $24.6M |
| Voya Financial Advisors, Inc. | 2.58% | Add +0.9% | 303,095 | $23.9M |
| Mariner, LLC | 0.04% | Add +4.2% | 301,222 | $23.7M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -0.4% | 299,321 | $23.6M |
| Orion Portfolio Solutions, LLC | 0.23% | Reduce -0.4% | 299,321 | $23.6M |
| Avior Wealth Management, LLC | 0.93% | Add +3.3% | 298,028 | $23.5M |
| Kwmg, LLC | 2.35% | Add +3.6% | 297,004 | $23.4M |
| CBIZ Investment Advisory Services, LLC | 1.19% | Add +4.9% | 290,600 | $22.9M |
| Associated Banc-Corp | 0.67% | Add +5.7% | 289,103 | $22.7M |
| Park Avenue Securities LLC | 0.25% | Add +8.4% | 285,796 | $22.5M |
| Wealthquest Corp | 1.97% | New | 283,889 | $22.3M |
| Clark Asset Management, LLC | 4.69% | Add +20.8% | 277,649 | $21.8M |
| &partners | 0.42% | Add +292.4% | 273,137 | $21.7M |
| Greystone Financial Group, LLC | 3.81% | New | 270,824 | $21.3M |
| First Horizon Advisors, Inc. | 0.59% | Reduce -2.1% | 269,251 | $21.2M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +2.1% | 264,048 | $20.8M |
| Ellevest, Inc. | 1.13% | Add +4.7% | 258,524 | $20.4M |
| United Services Automobile Association | 0.52% | Reduce -29.3% | 257,047 | $20.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +0.9% | 255,884 | $20.1M |
| Atria Investments, Inc | 0.24% | Reduce -0.1% | 248,702 | $19.6M |
| Farther Finance Advisors, LLC | 0.73% | Reduce -18.0% | 248,114 | $19.5M |
| Lutz Financial Services LLC | 1.57% | Add +0.9% | 245,715 | $19.3M |
| Tiaa Trust, National Association | 0.06% | Reduce -29.9% | 238,670 | $18.8M |
| Graves Light Lenhart Wealth, Inc. | 2.30% | Add +0.9% | 237,787 | $18.7M |
| TD Private Client Wealth LLC | 0.53% | Reduce -4.9% | 235,121 | $18.5M |
| Fort Henry Capital, LLC | 12.58% | Reduce -20.1% | 234,926 | $18.5M |
| Kelman-Lazarov, Inc. | 3.17% | Add +3.0% | 234,423 | $18.4M |
| Wealth Dimensions Group, Ltd. | 4.63% | Reduce -0.2% | 232,378 | $18.3M |
| Tillman Hartley LLC | 5.42% | Add +18.9% | 232,047 | $18.3M |
| Cwm, LLC | 0.08% | Reduce -25.6% | 229,898 | $18.1M |
| Bank of Montreal | 0.01% | Reduce -6.1% | 227,560 | $17.9M |
| Planning Directions Inc. | 10.65% | Reduce -7.1% | 227,196 | $17.9M |
| Capital Analysts, LLC | 0.73% | Add +5.8% | 226,702 | $17.8M |
| Modera Wealth Management, LLC | 0.22% | Add +3.2% | 224,334 | $17.7M |
| Trajan Wealth LLC | 1.04% | Add +24.7% | 223,994 | $17.6M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -8.9% | 223,912 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.2% | 223,265 | $17.6M |
| M&T Bank Corp | 0.06% | Reduce -0.7% | 220,365 | $17.3M |
| EverSource Wealth Advisors, LLC | 1.08% | Add +1.5% | 215,846 | $17.0M |
| MilWealth Group LLC | 4.97% | Add +3.0% | 215,165 | $16.9M |
| McAdam, LLC | 0.95% | Reduce -16.4% | 214,717 | $16.9M |
| Beacon Capital Management, Inc. | 0.70% | Reduce -14.3% | 214,130 | $16.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.8% | 212,657 | $16.7M |
| Cahill Financial Advisors Inc. | 2.28% | Add +4.8% | 211,527 | $16.6M |
| BetterWealth, LLC | 4.91% | Add +7.3% | 211,244 | $16.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -3.8% | 209,328 | $16.5M |
| REDW Wealth LLC | 4.19% | Reduce -2.5% | 207,896 | $16.4M |
| Austin Asset Management Co Inc | 3.32% | Reduce -1.1% | 207,197 | $16.3M |
| TD Waterhouse Canada Inc. | 0.13% | Reduce -34.2% | 206,391 | $16.2M |
| Farmers & Merchants Investments Inc. | 0.49% | Reduce -10.5% | 201,132 | $15.8M |
| Prio Wealth Limited Partnership | 0.46% | Reduce -1.5% | 200,221 | $15.8M |
| Nwam LLC | 0.94% | New | 196,496 | $15.5M |
| Prudential Financial Inc. | 0.02% | Add +2.7% | 196,026 | $15.4M |
| Mustard Seed Financial, LLC | 12.56% | Add +13.3% | 192,288 | $15.1M |
| Pictet North America Advisors SA | 1.50% | Reduce -5.6% | 192,147 | $15.1M |
| Brewster Financial Planning LLC | 11.70% | Add +5.7% | 191,825 | $15.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -39.9% | 189,288 | $14.9M |
| Silver Oak Advisory Group, Inc. | 7.60% | Add +2.1% | 188,413 | $14.8M |
| World Investment Advisors | 0.46% | Add +4.7% | 186,699 | $14.7M |
| Monumental Financial Group Inc. | 5.41% | Add +6.2% | 185,245 | $14.6M |
| Stephenson & Company, Inc. | 9.79% | Add +2.8% | 183,821 | $14.5M |
| Wiser Wealth Management, Inc | 4.11% | Reduce -0.2% | 182,289 | $14.3M |
| Waterloo Capital, L.P. | 1.56% | Reduce -41.5% | 181,666 | $14.3M |
| Voya Investment Management LLC | 0.02% | Reduce -20.5% | 181,521 | $14.3M |
| Evolution Advisers, Inc. | 7.77% | Add +1.3% | 181,329 | $14.3M |
| Mountain Pacific Investment Advisers LLC | 0.96% | Add +2.5% | 178,236 | $14.0M |
| IHT Wealth Management, LLC | 0.39% | Add +105.6% | 176,486 | $13.9M |
| Traveka Wealth, LLC | 6.96% | Reduce -37.8% | 174,130 | $13.7M |
| Your Advocates Ltd., LLP | 5.37% | Add +0.9% | 173,666 | $13.7M |
| Safir Wealth Advisors, LLC | 10.46% | Add +3.0% | 172,932 | $13.6M |
| Level Financial Advisors | 5.19% | Add +6.8% | 172,742 | $13.6M |
| Symmetry Partners, LLC | 3.22% | Reduce -71.3% | 172,412 | $13.6M |
| Alaska Wealth Advisors, LLC | 2.02% | Reduce -0.4% | 171,015 | $13.5M |
| Sage Financial Management Group, Inc. | 5.19% | New | 170,122 | $13.4M |
| Bay Harbor Wealth Management, LLC | 4.35% | Reduce -1.8% | 169,083 | $13.3M |
| NewEdge Wealth, LLC | 0.24% | Add +3.2% | 168,754 | $13.3M |
| Private Advisor Group, LLC | 0.08% | Add +0.2% | 162,692 | $12.8M |
| Parkside Financial Bank & Trust | 1.75% | Add +17.4% | 159,518 | $12.6M |
| Brookstone Capital Management | 0.18% | Reduce -3.3% | 156,168 | $12.3M |
| OLIO Financial Planning | 5.17% | Add +0.1% | 159,486 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -6.0% | 155,002 | $12.2M |
| Trellis Wealth Advisors LLC | 6.11% | Add +10.3% | 154,985 | $12.2M |
| SigFig Wealth Management, LLC | 0.44% | Add +0.1% | 152,728 | $12.0M |
| HTG Investment Advisors, Inc. | 5.66% | Add +22.4% | 152,369 | $12.0M |
| Fortis Advisors, LLC | 7.62% | Reduce -7.6% | 149,346 | $11.8M |
| Commerce Bank | 0.07% | Reduce -1.6% | 149,334 | $11.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +1142.5% | 149,247 | $11.7M |
| Waterford Advisors, LLC | 5.98% | Reduce -1.0% | 148,894 | $11.7M |
| Alaska Permanent Capital Management, LLC | 0.91% | Add +4.5% | 146,834 | $11.6M |
| Focus Financial Network, Inc. | 0.47% | Add +1.3% | 146,361 | $11.5M |
| C M Bidwell & Associates Ltd. | 7.03% | Add +37.2% | 146,077 | $11.5M |
| Eaton-Cambridge Inc. | 5.38% | Add +0.5% | 144,276 | $11.4M |
| Concurrent Investment Advisors, LLC | 0.34% | Reduce -20.1% | 144,081 | $11.3M |
| Elevate Wealth Advisory, Inc. | 8.26% | Add +3.7% | 141,359 | $11.1M |
| Leavell Investment Management, Inc. | 0.54% | Add +5.2% | 138,845 | $10.9M |
| Scotia Capital Inc. | 0.06% | Add +13.9% | 138,423 | $10.9M |
| Adaptive Financial Consulting, LLC | 4.36% | Reduce -0.7% | 136,111 | $10.7M |
| LVW Advisors, LLC | 1.34% | New | 132,724 | $10.4M |
| Mutual Advisors, LLC | 0.30% | Add +3.2% | 133,647 | $10.4M |
| First Merchants Corp. | 0.39% | Add +6.6% | 131,109 | $10.3M |
| Parker Financial LLC | 5.14% | Reduce -2.3% | 130,167 | $10.3M |
| Zeit Capital LLC | 7.88% | Add +0.3% | 129,521 | $10.2M |
| Man Group plc | 0.03% | Reduce -33.0% | 129,134 | $10.2M |
| Alkeme Wealth, LLC | 4.50% | Add +2.8% | 129,113 | $10.2M |
| Headinvest, LLC | 1.86% | Add +1.5% | 128,040 | $10.1M |
| Pioneer Wealth Management Group | 4.80% | Reduce -24.6% | 127,954 | $10.1M |
| Aspire Private Capital, LLC | 2.34% | Add +2.7% | 124,924 | $9.8M |
| IFG Advisors, LLC | 2.10% | Add +20.2% | 124,588 | $9.8M |
| Wealth Forward, LLC | 6.87% | Add +4.2% | 124,508 | $9.8M |
| Lwmg, LLC | 1.86% | Add +11.2% | 124,402 | $9.8M |
| First American Trust, FSB | 0.97% | Add +0.0% | 124,065 | $9.8M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -6.6% | 123,138 | $9.7M |
| Legacy Financial Group LLC | 1.85% | Add +2.0% | 122,554 | $9.6M |
| Echo45 Advisors LLC | 6.26% | Add +2.2% | 122,476 | $9.6M |
| AQR Capital Management | 0.01% | New | 121,585 | $9.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.81% | Add +38.5% | 120,898 | $9.5M |
| Vawter Financial, Ltd. | 5.80% | Add +6.2% | 120,720 | $9.5M |
| Galvin, Gaustad & Stein, LLC | 0.85% | Reduce -2.2% | 119,721 | $9.4M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -32.8% | 118,151 | $9.3M |
| Phillips Financial Management, LLC | 0.71% | Reduce -3.6% | 116,854 | $9.2M |
| Connecticut Wealth Management, LLC | 0.44% | Reduce -11.9% | 116,725 | $9.2M |
| Cherry Tree Wealth Management, LLC | 2.16% | Reduce -3.6% | 115,734 | $9.1M |
| Oppenheimer & Co. Inc. | 0.14% | Add +3.6% | 114,980 | $9.0M |
| White Lighthouse Investment Management Inc. | 1.62% | Reduce -1.2% | 114,817 | $9.0M |
| WBH Advisory Inc. | 0.85% | Reduce -1.6% | 114,007 | $9.0M |
| Natixis Advisors, LLC | 0.02% | Add +1.0% | 113,670 | $8.9M |
| Bull Street Advisors, LLC | 4.13% | Reduce -1.6% | 113,014 | $8.9M |
| Sovereign Financial Group, Inc. | 2.06% | Reduce -3.4% | 111,816 | $8.8M |
| Archford Capital Strategies, LLC | 1.32% | Add +4.4% | 112,719 | $8.8M |
| CGN Advisors LLC | 0.88% | Add +0.8% | 110,785 | $8.7M |
| Fidato Wealth LLC | 6.95% | Add +3.4% | 109,929 | $8.7M |
| Concourse Financial Group Securities, Inc. | 0.51% | Reduce -4.0% | 109,352 | $8.6M |
| Arax Advisory Partners | 0.74% | Add +1.7% | 105,677 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -4.1% | 105,783 | $8.3M |
| SouthState Bank Corp | 0.57% | Reduce -2.1% | 104,549 | $8.2M |
| Houlihan Financial Resource Group, Ltd. | 3.39% | New | 104,106 | $8.2M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -16.5% | 105,073 | $8.1M |
| TFC Financial Management, Inc. | 1.27% | Add +86.0% | 102,377 | $8.1M |
| RFG Advisory, LLC | 0.24% | Reduce -4.2% | 101,631 | $8.0M |
| Boston Mountain Money Management Inc. | 4.61% | Add +414.7% | 100,992 | $7.9M |
| Shepherd Financial Partners LLC | 0.95% | Add +0.2% | 100,678 | $7.9M |
| Culbertson A N & Co. Inc. | 1.27% | Add +4.5% | 100,566 | $7.9M |
| SageView Advisory Group, LLC | 0.40% | New | 99,688 | $7.8M |
| Disciplina Capital Management LLC | 1.25% | Add +7.4% | 99,577 | $7.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -17.5% | 96,863 | $7.6M |
| Rf&l Wealth Management, LLC | 5.38% | Add +5.9% | 96,637 | $7.6M |
| FineMark National Bank & Trust | 0.26% | Reduce -2.8% | 96,137 | $7.6M |
| Bluestem Financial Advisors, LLC | 3.53% | Reduce -51.8% | 96,111 | $7.6M |
| City State Bank | 2.71% | Add +13.8% | 94,659 | $7.4M |
| Squarepoint Ops LLC | 0.02% | Reduce -58.4% | 92,828 | $7.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -37.3% | 92,681 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +39.0% | 90,179 | $7.1M |
| Arcadia Wealth Management, LLC | 3.71% | Add +12.2% | 89,512 | $7.0M |
| Cambridge Associates LLC /Ma/ | 0.26% | Add +135.3% | 89,072 | $7.0M |
| Washington Capital Management, Inc. | 5.39% | No change | 88,630 | $7.0M |
| Kiley Juergens Wealth Management, LLC | 1.80% | Reduce -5.6% | 88,355 | $7.0M |
| St Germain D J Co. Inc. | 0.32% | No change | 87,500 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -3.3% | 87,205 | $6.9M |
| McNaughton Wealth Management, LLC | 3.32% | Add +4.2% | 86,739 | $6.8M |
| Hart & Patterson Financial Group LLC | 3.23% | New | 86,557 | $6.8M |
| Brown Advisory Inc. | 0.01% | Add +28.9% | 83,217 | $6.5M |
| Coldstream Capital Management Inc. | 0.14% | Add +1337.4% | 84,131 | $6.5M |
| Dynasty Wealth Management, LLC | 0.20% | Add +0.1% | 82,392 | $6.5M |
| Madrona Financial Services, LLC | 1.80% | Add +49.1% | 82,265 | $6.5M |
| Arcataur Capital Management LLC | 2.18% | Reduce -1.3% | 81,867 | $6.4M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -6.9% | 80,529 | $6.3M |
| Choreo, LLC | 0.09% | Add +2.9% | 80,161 | $6.3M |
| Kanawha Capital Management LLC | 0.46% | Add +0.9% | 80,213 | $6.3M |
| Sandy Cove Advisors, LLC | 2.57% | Reduce -13.6% | 80,152 | $6.3M |
| Central Pacific Bank - Trust Division | 0.83% | Reduce -12.2% | 79,998 | $6.3M |
| LongView Wealth Management | 1.99% | Reduce -0.3% | 79,184 | $6.2M |
| Regal Investment Advisors LLC | 0.43% | Add +1.4% | 78,855 | $6.2M |
| Forza Wealth Management, LLC | 2.82% | Add +8.7% | 78,227 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.45% | Add +0.2% | 78,191 | $6.2M |
| SWP Financial LLC | 3.70% | Add +9.1% | 77,055 | $6.1M |
| Stone Summit Wealth LLC | 1.95% | Add +15.5% | 76,731 | $6.0M |
| Boston Family Office LLC | 0.41% | Reduce -0.6% | 76,443 | $6.0M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -5.1% | 76,087 | $6.0M |
| Kiely Wealth Advisory Group, Inc. | 3.76% | New | 76,925 | $5.9M |
| Neumann Capital Management, LLC | 1.96% | Add +5.6% | 75,029 | $5.9M |
| LM Advisors LLC | 1.21% | Reduce -1.0% | 74,684 | $5.9M |
| Cranbrook Wealth Management, LLC | 1.33% | Reduce -8.3% | 74,226 | $5.8M |
| Essential Planning, LLC. | 2.37% | Add +1.3% | 73,394 | $5.8M |
| Clarity Capital Advisors, LLC | 4.14% | Add +7.6% | 73,349 | $5.8M |
| Retirement Planning Group, LLC | 0.31% | Add +1194.3% | 72,144 | $5.7M |
| IFP Advisors, Inc | 0.20% | Add +0.2% | 71,386 | $5.6M |
| IFG Advisory, LLC | 0.36% | Add +1.0% | 71,023 | $5.6M |
| Morris Financial Concepts, Inc. | 2.39% | Add +6.8% | 70,785 | $5.6M |
| National Bank of Canada | 0.01% | Reduce -4.4% | 69,967 | $5.5M |
| Ameritas Advisory Services, LLC | 0.24% | Add +229.1% | 69,402 | $5.5M |
| Sunesis Advisors, LLC | 3.27% | Add +2.2% | 68,979 | $5.4M |
| Rathbones Group PLC | 0.03% | Reduce -0.9% | 67,144 | $5.3M |
| HB Wealth Management, LLC | 0.06% | Reduce -30.0% | 66,582 | $5.2M |
| AE Wealth Management LLC | 0.05% | Reduce -45.3% | 66,069 | $5.2M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -0.1% | 65,862 | $5.2M |
| Karpus Management, Inc. | 0.14% | Reduce -0.7% | 65,725 | $5.2M |
| Raffa Wealth Management, LLC | 1.25% | Add +93.4% | 65,607 | $5.2M |
| Advisory Services Network, LLC | 0.11% | No change | 66,850 | $5.1M |
| Harbour Trust & Investment Management Co | 0.58% | Add +8.4% | 64,943 | $5.1M |
| Darrow Company, Inc. | 2.96% | Reduce -1.3% | 64,785 | $5.1M |
| Affinity Capital Advisors, LLC | 0.98% | Add +6.8% | 64,370 | $5.1M |
| Consolidated Portfolio Review Corp | 1.12% | Add +7.2% | 63,594 | $5.0M |
| Prudent Man Advisors, LLC | 1.67% | Add +0.3% | 63,477 | $5.0M |
| Prosperity Consulting Group, LLC | 0.39% | Add +5.7% | 63,318 | $5.0M |
| Bank of Hawaii | 0.21% | Reduce -4.8% | 63,291 | $5.0M |
| DBK Financial Counsel, LLC | 4.90% | Add +0.0% | 61,619 | $4.8M |
| Shufro Rose & Co. LLC | 0.39% | No change | 63,066 | $4.8M |
| Mma Asset Management LLC | 1.26% | Add +100.8% | 61,638 | $4.7M |
| Elevated Capital Advisors, LLC | 1.26% | Reduce -0.7% | 60,114 | $4.7M |
| Meridian Wealth Management, LLC | 0.23% | New | 59,688 | $4.7M |
| PAX Financial Group, LLC | 0.84% | Reduce -10.0% | 59,402 | $4.7M |
| Slow Capital, Inc. | 0.71% | Add +2.0% | 58,718 | $4.6M |
| Principal Securities, Inc. | 0.11% | Reduce -17.7% | 58,362 | $4.6M |
| Fonville Wealth Management LLC | 1.58% | Add +1.1% | 57,990 | $4.6M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.8% | 57,513 | $4.5M |
| Bluespring Wealth Management, LLC | 0.45% | Reduce -3.6% | 57,255 | $4.5M |
| Mgo One Seven LLC | 0.19% | Add +2.9% | 56,956 | $4.5M |
| Bfsg, LLC | 0.52% | Reduce -24.8% | 56,631 | $4.5M |
| Forum Private Client Group LLC | 1.98% | Add +3.8% | 56,587 | $4.5M |
| Haverford Trust Co | 0.04% | Add +2.7% | 56,310 | $4.4M |
| BHK Investment Advisors, LLC | 1.65% | Add +0.3% | 56,219 | $4.4M |
| Friedenthal Financial | 2.58% | New | 56,055 | $4.4M |
| Synovus Financial Corp. | 0.05% | Add +90.2% | 55,254 | $4.3M |
| Bath Savings Trust Co | 0.43% | Add +20.5% | 55,051 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +10.2% | 54,579 | $4.3M |
| Becker Capital Management Inc. | 0.14% | Add +14.1% | 54,506 | $4.3M |
| Rockbridge Investment Management, LCC | 0.55% | Add +0.5% | 54,432 | $4.3M |
| Strategic Investment Advisors / MI | 0.47% | Add +1.7% | 54,422 | $4.3M |
| AlphaStar Capital Management, LLC | 0.34% | Reduce -5.9% | 53,920 | $4.2M |
| Spire Wealth Management | 0.14% | Reduce -3.0% | 53,896 | $4.2M |
| Courage Miller Partners, LLC | 1.42% | Add +5.1% | 53,784 | $4.2M |
| VestGen Investment Management | 1.19% | Add +2.3% | 53,778 | $4.2M |
| Financial Advocates Investment Management | 0.24% | Reduce -13.1% | 53,675 | $4.2M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -6.0% | 53,411 | $4.2M |
| Moller Wealth Partners | 1.04% | Reduce -0.1% | 53,114 | $4.2M |
| BancFirst Trust & Investment Management | 1.40% | Reduce -13.4% | 52,838 | $4.2M |
| Semmax Financial Advisors Inc. | 1.14% | Add +3.2% | 53,607 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.59% | Add +19.8% | 52,606 | $4.1M |
| Wescott Financial Advisory Group, LLC | 0.44% | Reduce -9.0% | 52,561 | $4.1M |
| Aerodigm Wealth, LLC | 2.58% | Add +0.9% | 51,923 | $4.1M |
| Hohimer Wealth Management, LLC | 0.88% | Reduce -3.2% | 51,882 | $4.1M |
| Beaird Harris Wealth Management, LLC | 0.36% | Add +2.7% | 51,683 | $4.1M |
| Integrated Advisors Network LLC | 0.19% | Add +0.4% | 50,792 | $4.0M |
| Apexium Financial, LP | 0.26% | Add +36.0% | 50,519 | $4.0M |
| Ascent Group, LLC | 0.30% | Reduce -6.8% | 49,979 | $3.9M |
| Lake Street Advisors Group, LLC | 0.18% | No change | 49,557 | $3.9M |
| Naples Global Advisors, LLC | 0.36% | Reduce -1.1% | 49,496 | $3.9M |
| Avion Wealth | 1.02% | Reduce -9.2% | 49,300 | $3.9M |
| SOL Capital Management CO | 0.43% | Reduce -2.7% | 49,205 | $3.9M |
| Somnio Financial Group, LLC | 3.15% | Add +4.5% | 49,091 | $3.9M |
| Centennial Bank | 1.76% | Add +2.3% | 48,877 | $3.8M |
| Eastern Bank | 0.07% | Add +15.1% | 48,744 | $3.8M |
| Bryn Mawr Trust Advisors, LLC | 0.21% | Reduce -1.3% | 48,433 | $3.8M |
| Parallel Advisors, LLC | 0.09% | Reduce -3.6% | 48,246 | $3.8M |
| Acropolis Investment Management, LLC | 0.22% | Reduce -52.4% | 48,058 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +7.3% | 47,573 | $3.7M |
| SignalPoint Asset Management, LLC | 0.87% | Add +41.7% | 47,452 | $3.7M |
| TCTC Holdings, LLC | 0.13% | No change | 47,394 | $3.7M |
| Financial Gravity Companies, Inc. | 1.00% | — | 47,354 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.52% | Add +6.9% | 47,285 | $3.7M |
| First Hawaiian Bank | 0.12% | Add +3.7% | 47,145 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -2.7% | 47,074 | $3.7M |
| Ti-Trust, Inc. | 2.62% | Add +5.9% | 46,567 | $3.7M |
| Agf Management Ltd. | 0.02% | Reduce -0.7% | 46,435 | $3.7M |
| Everett Harris & Co. | 0.05% | Reduce -0.1% | 46,355 | $3.6M |
| Evergreen Wealth Management, LLC | 2.19% | Reduce -48.2% | 46,173 | $3.6M |
| Raymond James Trust N.A. | 0.08% | Add +5.1% | 46,122 | $3.6M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -4.1% | 45,746 | $3.6M |
| Wealth Architects, LLC | 0.41% | Reduce -2.8% | 45,639 | $3.6M |
| OMNI 360 Wealth, Inc. | 2.46% | Add +5.1% | 45,600 | $3.6M |
| Kavar Capital Partners Group, LLC | 0.56% | New | 45,359 | $3.6M |
| Investment Partners, LTD. | 1.47% | Add +23.5% | 44,938 | $3.5M |
| Benjamin Edwards Inc. | 0.05% | Add +1817.9% | 44,573 | $3.5M |
| Prostatis Group LLC | 1.14% | Reduce -12.8% | 44,271 | $3.5M |
| Sigma Planning Corp | 0.11% | Add +2.9% | 44,095 | $3.5M |
| Sterling Financial Planning, Inc. | 1.27% | Add +6.0% | 43,911 | $3.5M |
| Howard Financial Services, LTD. | 0.50% | Add +16.3% | 43,749 | $3.4M |
| FIDELIS iM, LLC | 1.56% | Reduce -9.9% | 43,641 | $3.4M |
| Successful Portfolios LLC | 2.32% | Add +9.8% | 43,596 | $3.4M |
| Colorado Capital Management, Inc. | 1.68% | Reduce -1.4% | 43,184 | $3.4M |
| Flagstar Securities, Inc. | 0.85% | Reduce -7.5% | 42,797 | $3.4M |
| HT Partners LLC | 1.18% | Add +10.4% | 42,272 | $3.3M |
| Aquire Wealth Advisors, LLC | 1.04% | Reduce -0.0% | 41,995 | $3.3M |
| Global Retirement Partners, LLC | 0.10% | Reduce -12.3% | 41,890 | $3.3M |
| Red Mountain Financial, LLC | 3.48% | Reduce -1.1% | 41,534 | $3.3M |
| Lodestone Wealth Management LLC | 1.63% | Add +35.0% | 41,387 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Add +11.9% | 41,377 | $3.3M |
| Deutsche Bank AG | 0.00% | No change | 41,177 | $3.2M |
| Stephens Inc. | 0.05% | Add +35.4% | 41,063 | $3.2M |
| Robinswood Financial LLC | 1.19% | Reduce -2.0% | 40,557 | $3.2M |
| Calamos Wealth Management LLC | 0.17% | Reduce -5.5% | 40,468 | $3.2M |
| CW Advisors, LLC | 0.04% | Add +921.4% | 40,427 | $3.2M |
| Alpha Omega Wealth Management LLC | 0.58% | Add +0.8% | 40,377 | $3.2M |
| Anchor Capital Advisors LLC | 0.08% | Add +0.2% | 40,100 | $3.2M |
| Performance Wealth Partners, LLC | 0.11% | Reduce -1.5% | 40,015 | $3.1M |
| Sage Investment Advisers LLC | 3.27% | Reduce -0.1% | 39,652 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +10.6% | 39,065 | $3.1M |
| Old Port Advisors | 0.85% | Add +4.2% | 39,056 | $3.1M |
| Fiduciary Group, LLC | 0.31% | Reduce -32.1% | 38,801 | $3.1M |
| Websterrogers Financial Advisors, LLC | 1.06% | Reduce -9.9% | 38,639 | $3.0M |
| Westfuller Advisors, LLC | 2.17% | — | 38,469 | $3.0M |
| Patten Group, Inc. | 0.67% | Add +12.1% | 38,336 | $3.0M |
| New Capital Management LP | 0.84% | Add +4.2% | 37,602 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.9% | 37,325 | $2.9M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -7.1% | 36,933 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -23.2% | 36,912 | $2.9M |
| Silver Oak Securities, Incorporated | 0.31% | Add +1169.8% | 36,683 | $2.9M |
| Family Wealth Partners, LLC | 1.47% | Reduce -6.2% | 36,434 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +26.4% | 36,425 | $2.9M |
| FSB Premier Wealth Management, Inc. | 1.17% | Reduce -0.2% | 36,415 | $2.9M |
| BLB&B Advisors, LLC | 0.15% | Reduce -18.1% | 36,376 | $2.9M |
| Proffitt & Goodson Inc. | 0.47% | Add +3.9% | 36,289 | $2.9M |
| Provident Wealth Management, LLC | 0.97% | Reduce -2.8% | 36,173 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.44% | Reduce -0.2% | 36,133 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -31.5% | 35,824 | $2.8M |
| FC Advisory LLC | 0.94% | Reduce -0.2% | 35,572 | $2.8M |
| 180 Wealth Advisors, LLC | 0.44% | Reduce -3.6% | 35,322 | $2.8M |
| Ackerman Capital Advisors, LLC | 0.71% | Reduce -38.7% | 35,098 | $2.8M |
| Townsquare Capital LLC | 0.03% | Reduce -11.4% | 34,774 | $2.7M |
| Rosenberg Matthew Hamilton | 0.71% | Add +29.9% | 34,558 | $2.7M |
| Aua Capital Management, LLC | 1.56% | Reduce -0.8% | 34,223 | $2.7M |
| Axiom Financial Strategies, LLC | 1.42% | Reduce -70.8% | 34,162 | $2.7M |
| American Investment Services, Inc. | 0.45% | Reduce -8.8% | 34,038 | $2.7M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -6.5% | 33,923 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +1.9% | 33,968 | $2.7M |
| Jackson Creek Investment Advisors LLC | 0.78% | Add +9.6% | 33,658 | $2.6M |
| Whittier Trust Co. | 0.04% | Reduce -8.2% | 33,494 | $2.6M |
| Vantagepoint Investment Advisers LLC | 0.34% | Reduce -68.8% | 33,300 | $2.6M |
| Cadent Capital Advisors, LLC | 0.89% | Reduce -5.5% | 33,251 | $2.6M |
| Mengis Capital Management, Inc. | 0.51% | Reduce -2.4% | 33,026 | $2.6M |
| Drucker Wealth 3.0, LLC | 0.62% | Reduce -12.6% | 32,632 | $2.6M |
| Northwest Wealth Management, LLC | 0.59% | Reduce -3.4% | 32,358 | $2.5M |
| Main Street Financial Solutions, LLC | 0.23% | Add +9.7% | 32,210 | $2.5M |
| Enstar Group LTD | 0.65% | No change | 32,166 | $2.5M |
| Eclectic Associates Inc. | 0.99% | Add +4.8% | 32,028 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -16.7% | 32,009 | $2.5M |
| Ahl Investment Management, Inc. | 1.72% | Add +3.8% | 31,767 | $2.5M |
| Aletheian Wealth Advisors LLC | 1.46% | Add +7.0% | 31,675 | $2.5M |
| Koshinski Asset Management, Inc. | 0.22% | Add +7.5% | 31,611 | $2.5M |
| Plancorp, LLC | 0.10% | Add +1.1% | 31,414 | $2.5M |
| Hollencrest Capital Management | 0.10% | Reduce -1.5% | 30,934 | $2.4M |
| Pine Harbor Wealth Management, LLC | 1.21% | Reduce -14.4% | 30,773 | $2.4M |
| Bull Oak Capital, LLC | 1.39% | Reduce -64.4% | 30,707 | $2.4M |
| Arrowroot Family Office, LLC | 1.41% | Add +14.1% | 30,650 | $2.4M |
| Thomasville National Bank | 0.18% | Reduce -8.5% | 30,595 | $2.4M |
| Frontier Asset Management, LLC | 0.79% | Reduce -1.2% | 30,471 | $2.4M |
| Everhart Financial Group, Inc. | 0.53% | Add +0.1% | 30,155 | $2.4M |
| Bragg Financial Advisors, Inc | 0.10% | Add +3.3% | 29,864 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -12.1% | 29,859 | $2.3M |
| Csenge Advisory Group | 0.12% | Add +57.0% | 29,812 | $2.3M |
| SeaBridge Investment Advisors LLC | 0.56% | Reduce -8.3% | 29,020 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Add +7.0% | 28,825 | $2.3M |
| Selective Wealth Management, Inc. | 0.94% | Reduce -3.3% | 29,064 | $2.3M |
| Johnson Financial Group, Inc. | 0.10% | Add +720.2% | 28,329 | $2.2M |
| Wela Strategies, Inc. | 0.96% | Reduce -19.0% | 28,016 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -14.1% | 27,434 | $2.2M |
| NorthLanding Financial Partners, LLC | 2.13% | Add +5.1% | 27,379 | $2.2M |
| Valley Wealth Managers, Inc. | 0.16% | Add +3.3% | 27,255 | $2.1M |
| Family Legacy, Inc. | 0.71% | Reduce -1.8% | 27,161 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.4% | 27,132 | $2.1M |
| Massachusetts Wealth Management | 1.33% | Reduce -1.7% | 26,820 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | New | 26,660 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.2% | 26,617 | $2.1M |
| Leeward Financial Partners, LLC | 0.79% | Add +1.8% | 26,559 | $2.1M |
| Verum Partners LLC | 0.61% | Reduce -9.3% | 26,488 | $2.1M |
| Compound Planning, Inc. | 0.13% | Reduce -16.0% | 26,442 | $2.1M |
| Unison Advisors LLC | 0.25% | Reduce -18.7% | 26,162 | $2.1M |
| Freedom Investment Management, Inc. | 0.16% | Reduce -0.6% | 26,104 | $2.1M |
| Navalign, LLC | 0.60% | Reduce -1.6% | 25,938 | $2.0M |
| Summit Wealth Partners, LLC | 0.39% | Add +1.6% | 25,890 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -11.6% | 25,342 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -2.4% | 25,276 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Reduce -1.5% | 25,265 | $2.0M |
| Secured Retirement Advisors, LLC | 1.43% | Add +18.1% | 25,211 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.30% | Reduce -7.7% | 25,123 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.0M |
| Grey Fox Wealth Advisors, LLC | 0.54% | Reduce -7.1% | 24,806 | $2.0M |
| Smartleaf Asset Management LLC | 0.24% | Add +0.1% | 24,691 | $1.9M |
| Compass Ion Advisors, LLC | 0.24% | Reduce -7.5% | 24,707 | $1.9M |
| Kovack Advisors, Inc. | 0.20% | Add +2.0% | 24,567 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.24% | Reduce -6.2% | 24,340 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +0.2% | 24,326 | $1.9M |
| Discipline Wealth Solutions, LLC | 1.01% | Add +37.0% | 24,273 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.42% | Add +7.6% | 24,257 | $1.9M |
| Jmac Enterprises LLC | 0.30% | Reduce -0.5% | 24,059 | $1.9M |
| Ally Invest Advisors Inc. | 0.17% | Add +7.8% | 23,901 | $1.9M |
| Ascentis Independent Advisors | 0.29% | Add +0.4% | 23,505 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +0.0% | 23,369 | $1.8M |
| DGS Capital Management, LLC | 0.50% | Add +16.6% | 23,306 | $1.8M |
| Savvy Advisors, Inc. | 0.37% | Add +5.2% | 23,220 | $1.8M |
| Country Club Bank | 0.12% | Reduce -17.3% | 23,023 | $1.8M |
| Caldwell Trust Co | 0.19% | Add +8.9% | 23,031 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +9.1% | 23,028 | $1.8M |
| RCS Financial Planning, LLC | 1.00% | Add +0.2% | 22,875 | $1.8M |
| Pinnacle Financial Partners Inc | 0.04% | Add +0.8% | 22,486 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +7.7% | 22,532 | $1.8M |
| Adero Partners, LLC | 0.12% | Reduce -4.6% | 22,186 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.38% | Reduce -1.5% | 22,140 | $1.7M |
| TruNorth Capital Management, LLC | 0.52% | Reduce -4.6% | 22,114 | $1.7M |
| Summit Financial Strategies, Inc. | 0.19% | Add +5.8% | 21,981 | $1.7M |
| PFG Advisors | 0.11% | Reduce -15.8% | 21,898 | $1.7M |
| Arbor Wealth Advisors LLC | 1.55% | Reduce -16.5% | 21,829 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.99% | Reduce -2.0% | 21,712 | $1.7M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -3.2% | 21,662 | $1.7M |
| CoreCap Advisors, LLC | 0.08% | New | 21,237 | $1.7M |
| ProVise Management Group, LLC | 0.13% | Reduce -1.6% | 21,196 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -8.9% | 21,131 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.57% | Add +0.0% | 21,090 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.64% | Reduce -13.8% | 20,955 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +1.0% | 20,700 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.14% | Reduce -4.9% | 20,591 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +55.0% | 20,553 | $1.6M |
| One Wealth Map LLC | 0.95% | Reduce -20.6% | 20,708 | $1.6M |
| Signal Advisors Wealth, LLC | 0.23% | New | 20,296 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.42% | No change | 20,230 | $1.6M |
| Regions Financial Corp. | 0.01% | Add +25.4% | 20,127 | $1.6M |
| Citizens Financial Group Inc. | 0.03% | Add +3.4% | 19,944 | $1.6M |
| Estate Counselors, LLC | 0.16% | Reduce -34.9% | 19,931 | $1.6M |
| Foster Group, Inc. | 0.06% | Add +0.8% | 19,755 | $1.6M |
| Carolinas Wealth Consulting LLC | 0.28% | Reduce -9.1% | 19,571 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 19,440 | $1.5M |
| Waller Financial Planning Group, Inc. | 0.38% | Add +0.8% | 19,396 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +32.0% | 19,285 | $1.5M |
| GYL Financial Synergies, LLC | 0.11% | Add +122.7% | 19,187 | $1.5M |
| Valley Financial Group, Inc. | 1.05% | Reduce -1.7% | 19,110 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -6.6% | 19,096 | $1.5M |
| Merriman Wealth Management, LLC | 0.06% | Add +10.1% | 18,944 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +2.2% | 18,925 | $1.5M |
| New Century Financial Group, LLC | 0.55% | Add +8.4% | 18,921 | $1.5M |
| Earned Wealth Advisors, LLC | 0.45% | Add +3.1% | 18,748 | $1.5M |
| Lanark Financial, Inc. | 0.12% | Add +4.7% | 18,735 | $1.5M |
| Allen Investment Management, LLC | 0.02% | Reduce -20.1% | 18,289 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Add +15.3% | 18,278 | $1.4M |
| Pacific Financial Group Inc. | 1.05% | Reduce -0.6% | 18,135 | $1.4M |
| Aries Wealth Management | 0.39% | Add +0.7% | 17,946 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -1.1% | 17,901 | $1.4M |
| Bokf, NA | 0.02% | Reduce -35.0% | 17,904 | $1.4M |
| First Interstate Bank | 0.08% | No change | 17,679 | $1.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0.69% | No change | 17,574 | $1.4M |
| Graypoint LLC | 0.09% | Add +0.3% | 17,530 | $1.4M |
| Ashton Thomas Securities, LLC | 0.27% | Add +3.6% | 17,510 | $1.4M |
| Montecito Bank & Trust | 0.23% | New | 17,404 | $1.4M |
| Ridgewood Investments LLC | 0.68% | Add +6.2% | 17,356 | $1.4M |
| Engineers Gate Manager LP | 0.03% | New | 17,319 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +1.1% | 17,281 | $1.4M |
| Narus Financial Partners, LLC | 0.49% | Add +1.2% | 17,231 | $1.4M |
| Larson Financial Group LLC | 0.08% | Add +2.0% | 17,216 | $1.4M |
| Range Financial Group LLC | 1.86% | Reduce -4.6% | 17,187 | $1.4M |
| First PREMIER Bank | 0.33% | Reduce -0.0% | 17,057 | $1.3M |
| Treynor Bancshares, Inc. | 1.36% | Reduce -7.7% | 16,884 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -19.7% | 16,775 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.05% | No change | 16,500 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +0.1% | 16,437 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +20.6% | 16,413 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -5.0% | 16,201 | $1.3M |
| One Day In July LLC | 0.14% | Reduce -55.8% | 16,195 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +127.3% | 16,111 | $1.3M |
| Burney Co./ | 0.05% | Reduce -0.9% | 16,110 | $1.3M |
| Marcum Wealth, LLC | 0.12% | Reduce -5.2% | 16,024 | $1.3M |
| Millennium Management | 0.00% | New | 15,969 | $1.3M |
| Hardy Reed LLC | 0.11% | Reduce -2.4% | 15,899 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +18.2% | 15,701 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.5% | 15,655 | $1.2M |
| Calton & Associates, Inc. | 0.47% | Reduce -29.2% | 15,645 | $1.2M |
| Evensky & Katz LLC | 0.08% | Add +0.6% | 15,578 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.43% | Add +0.8% | 15,535 | $1.2M |
| VERITY Wealth Advisors | 0.86% | Add +16.8% | 15,496 | $1.2M |
| Southland Equity Partners LLC | 0.30% | Reduce -0.4% | 15,470 | $1.2M |
| Burt Wealth Advisors | 0.30% | Reduce -10.4% | 15,463 | $1.2M |
| FSA Advisors, Inc. | 1.19% | Add +2.0% | 15,174 | $1.2M |
| Insight Folios Inc | 0.42% | Reduce -1.2% | 15,100 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.3% | 14,930 | $1.2M |
| Americana Partners, LLC | 0.08% | Add +2.5% | 14,900 | $1.2M |
| Thompson Investment Management, Inc. | 0.17% | Add +0.3% | 14,859 | $1.2M |
| Quadrant Capital Group LLC | 0.08% | Reduce -8.9% | 14,744 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.48% | No change | 14,725 | $1.2M |
| Lokken Investment Group LLC | 0.48% | Add +2.6% | 14,697 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -2.6% | 14,636 | $1.2M |
| Maripau Wealth Management LLC | 1.00% | Reduce -10.6% | 14,609 | $1.1M |
| Jim Saulnier & Associates, LLC | 1.12% | — | 14,578 | $1.1M |
| Security Financial Services, INC. | 0.23% | Reduce -0.8% | 14,566 | $1.1M |
| Simplicity Wealth,LLC | 0.11% | Reduce -85.6% | 14,525 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +196.5% | 14,504 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +9.6% | 14,488 | $1.1M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -35.2% | 14,479 | $1.1M |
| Global Financial Private Client, LLC | 0.44% | No change | 14,438 | $1.1M |
| Independent Family Office, LLC | 0.56% | Add +26.4% | 14,339 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -2.0% | 14,175 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -9.5% | 14,108 | $1.1M |
| Archer Investment Corp | 0.30% | Add +6.3% | 14,065 | $1.1M |
| FourThought Financial Partners, LLC | 0.13% | Add +7.9% | 14,052 | $1.1M |
| Cooper Financial Group | 0.14% | Reduce -9.4% | 14,044 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -18.7% | 14,042 | $1.1M |
| CWA Asset Management Group, LLC | 0.06% | — | 13,990 | $1.1M |
| RIA Advisory Group LLC | 0.39% | — | 13,987 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +0.8% | 13,966 | $1.1M |
| Red Wave Investments LLC | 0.38% | Reduce -7.1% | 13,963 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | New | 13,945 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -55.6% | 13,923 | $1.1M |
| Summit Wealth Group, LLC | 0.32% | Reduce -5.0% | 13,876 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -20.6% | 13,844 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -5.2% | 13,818 | $1.1M |
| Chico Wealth RIA | 0.93% | Add +0.8% | 13,757 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Add +2.2% | 13,882 | $1.1M |
| Roundview Capital LLC | 0.08% | Add +11.9% | 13,582 | $1.1M |
| Wealthstream Advisors, Inc. | 0.19% | Add +0.8% | 13,357 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.09% | Add +8.5% | 13,321 | $1.0M |
| Capital Insight Partners, LLC | 0.18% | Reduce -12.7% | 13,290 | $1.0M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.3% | 13,239 | $1.0M |
| Cambridge Capital Management, LLC | 0.68% | Add +0.3% | 13,186 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 13,111 | $1.0M |
| Andrews, Lucia Wealth Management LLC | 0.73% | Reduce -9.1% | 13,434 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -4.4% | 12,937 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Reduce -2.6% | 12,850 | $1.0M |
| LifePlan Investment Advisors, Inc. | 0.64% | Add +24.2% | 12,726 | $1.0M |
| First National Bank of Omaha | 0.06% | Add +2.2% | 12,666 | $997K |
| Merit Financial Group, LLC | 0.02% | Add +2.2% | 12,629 | $994K |
| Transcendent Capital Group LLC | 0.51% | Add +7.2% | 12,570 | $989K |
| MBL Wealth, LLC | 0.11% | Reduce -3.1% | 12,535 | $986K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 12,500 | $984K |
| Gradient Capital Advisors, LLC | 0.32% | Reduce -5.7% | 12,446 | $979K |
| Moors & Cabot, Inc. | 0.05% | Reduce -2.1% | 12,281 | $966K |
| Chapin Davis, Inc. | 0.31% | Reduce -0.7% | 12,141 | $955K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -37.5% | 12,076 | $950K |
| Trust Co. of Vermont | 0.05% | Reduce -2.4% | 12,022 | $946K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +24.1% | 12,007 | $945K |
| Team Financial Group, LLC | 0.56% | Reduce -14.1% | 12,006 | $945K |
| Powers Advisory Group, LLC | 0.47% | Reduce -1.5% | 11,999 | $944K |
| Edgestream Partners, L.P. | 0.04% | Add +2.3% | 11,971 | $942K |
| Motco | 0.09% | Add +8.2% | 11,793 | $928K |
| Private Wealth Group, LLC | 0.46% | No change | 11,730 | $923K |
| Disciplined Investments, LLC | 0.45% | Reduce -2.9% | 11,705 | $921K |
| Kelly Financial Services LLC | 0.34% | Reduce -0.5% | 11,644 | $916K |
| ABLE Financial Group, LLC | 0.28% | Reduce -2.2% | 11,604 | $913K |
| Aureus Asset Management, LLC | 0.06% | Reduce -2.4% | 11,587 | $912K |
| Moneco Advisors, LLC | 0.11% | Add +12.5% | 11,560 | $910K |
| Argent Trust Co | 0.04% | Reduce -6.6% | 11,530 | $907K |
| Monument Group Wealth Advisors, LLC | 0.54% | Add +0.8% | 11,493 | $904K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +1.9% | 11,442 | $900K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +0.8% | 11,394 | $897K |
| Barrett & Company, Inc. | 0.39% | Add +0.0% | 11,383 | $896K |
| Fiera Capital Corp | 0.00% | Add +13.1% | 11,334 | $892K |
| Gridiron Partners, LLC | 0.53% | No change | 11,193 | $881K |
| Opus Capital Group, LLC | 0.11% | No change | 11,095 | $873K |
| United Bank | 0.10% | No change | 11,034 | $868K |
| Guidance Capital, Inc. | 0.27% | Add +18.2% | 11,065 | $864K |
| Absolute Capital Management, LLC | 0.51% | Add +39.4% | 10,932 | $860K |
| REAP Financial Group, LLC | 0.21% | Add +31.2% | 10,927 | $860K |
| Simmons Bank | 0.06% | Reduce -8.1% | 10,839 | $853K |
| Continuum Advisory, LLC | 0.11% | Reduce -15.6% | 10,961 | $846K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.6% | 10,727 | $844K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,681 | $840K |
| Red Cedar Investment Management, LLC | 0.11% | No change | 10,560 | $831K |
| AdvisorNet Financial, Inc | 0.06% | Add +13.2% | 10,532 | $829K |
| Signaturefd, LLC | 0.02% | No change | 10,531 | $829K |
| Loudon Investment Management, LLC | 0.44% | Add +13.2% | 10,310 | $811K |
| Alhambra Investment Management LLC | 0.42% | Reduce -0.3% | 10,246 | $806K |
| Center For Asset Management LLC | 0.48% | Add +3.0% | 10,190 | $802K |
| Root Financial Partners, LLC | 0.13% | Add +93.0% | 10,159 | $799K |
| Brand Asset Management Group, Inc. | 0.31% | Add +3.8% | 10,157 | $799K |
| Biltmore Family Office, LLC | 0.14% | Reduce -0.5% | 10,134 | $797K |
| FMR LLC | 0.00% | Add +17.5% | 10,062 | $792K |
| New York Life Investment Management LLC | 0.01% | Add +3.2% | 10,038 | $790K |
| Van Cleef Asset Management,Inc | 0.09% | Reduce -3.8% | 10,015 | $788K |
| SRH Advisors, LLC | 0.24% | No change | 10,000 | $787K |
| Montag A & Associates Inc. | 0.04% | Reduce -20.5% | 9,979 | $785K |
| Cibc World Market Inc. | 0.00% | Reduce -69.3% | 9,832 | $774K |
| Wealthspire Retirement, LLC | 0.06% | Add +4.0% | 9,779 | $770K |
| Asset Management Group, Inc. | 0.11% | Add +0.7% | 9,721 | $765K |
| Etesian Wealth Advisors, Inc. | 0.34% | New | 9,675 | $761K |
| Evolution Wealth Advisors, LLC | 0.14% | Add +9.0% | 9,628 | $758K |
| Private Management Group Inc. | 0.03% | Reduce -17.3% | 9,559 | $752K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 9,530 | $750K |
| Cumberland Advisors Inc. | 0.29% | Add +13.6% | 9,390 | $739K |
| Redwood Investment Management, LLC | 0.07% | Add +0.8% | 9,319 | $733K |
| Hall Kathryn A. | 0.15% | No change | 9,293 | $731K |
| Evoke Wealth, LLC | 0.02% | No change | 9,240 | $727K |
| AMG National Trust Bank | 0.02% | Reduce -61.7% | 9,238 | $727K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Add +6.0% | 9,190 | $723K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | New | 9,107 | $717K |
| Crabel Capital Management, LLC | 0.50% | Add +168.0% | 9,094 | $716K |
| Austin Wealth Management, LLC | 0.16% | Reduce -1.3% | 9,123 | $715K |
| Compass Wealth Management LLC | 0.17% | Add +35.6% | 8,959 | $705K |
| Assetmark, Inc. | 0.00% | Add +12.3% | 8,809 | $693K |
| JT Stratford LLC | 0.12% | Add +2.4% | 8,755 | $689K |
| Legacy PCG, LLC | 0.49% | Reduce -3.9% | 8,751 | $689K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.8% | 8,690 | $684K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -4.4% | 8,664 | $682K |
| Tiemann Investment Advisors, LLC | 0.29% | Reduce -7.0% | 8,660 | $681K |
| Two West Capital Advisors LLC | 0.55% | Add +5.3% | 8,657 | $681K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -25.7% | 8,613 | $678K |
| Sunbelt Securities, Inc. | 0.07% | Add +326.6% | 8,554 | $673K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +4.0% | 8,542 | $672K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -92.6% | 8,511 | $670K |
| American Institute for Advanced Investment Management, LLP | 0.48% | Add +7.0% | 8,488 | $668K |
| Merkkuri Wealth Advisors LLC | 0.53% | Add +17.6% | 8,471 | $667K |
| Arkadios Wealth Advisors | 0.04% | Reduce -33.2% | 8,456 | $665K |
| Brighton Jones LLC | 0.02% | Add +41.5% | 8,399 | $661K |
| Kades & Cheifetz LLC | 0.38% | Add +131.8% | 8,350 | $657K |
| Wealth Advisory Solutions, LLC | 0.18% | Reduce -0.1% | 8,314 | $654K |
| Old Mission Capital LLC | 0.01% | New | 8,308 | $654K |
| Brass Tax Wealth Management, Inc. | 0.14% | Reduce -5.3% | 8,275 | $651K |
| LBMC Investment Advisors, LLC | 0.05% | Reduce -4.6% | 8,255 | $650K |
| LaFleur & Godfrey LLC | 0.09% | Add +8.0% | 8,128 | $640K |
| Alamar Capital Management, LLC | 0.35% | No change | 8,125 | $639K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 8,049 | $633K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -16.1% | 8,037 | $632K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +10.4% | 7,974 | $628K |
| HCR Wealth Advisors | 0.08% | No change | 7,940 | $625K |
| NBT Bank, N.A. | 0.04% | Reduce -33.7% | 7,928 | $624K |
| Canvas Wealth Advisors, LLC | 0.17% | Reduce -0.3% | 7,858 | $618K |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 7,893 | $615K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.9% | 7,767 | $611K |
| Long Run Wealth Advisors, LLC | 0.14% | No change | 7,750 | $610K |
| Accelerate Investment Advisors LLC | 0.59% | — | 7,629 | $600K |
| Davidson Trust Co. | 0.31% | Add +0.4% | 7,556 | $595K |
| Brown, Lisle/Cummings, Inc. | 0.18% | Reduce -3.2% | 7,553 | $594K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 7,521 | $592K |
| Kingfisher Capital LLC | 0.14% | Add +103.5% | 7,501 | $590K |
| Carmichael Hill & Associates, Inc. | 0.22% | Add +12.7% | 7,495 | $590K |
| Maia Wealth LLC | 0.15% | Reduce -8.8% | 7,558 | $588K |
| Chatham Capital Group, Inc. | 0.10% | No change | 7,459 | $587K |
| Pointe Capital Management LLC | 0.34% | No change | 7,370 | $580K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -27.8% | 7,332 | $577K |
| FDx Advisors, Inc. | 0.16% | Reduce -4.8% | 7,320 | $576K |
| Ritholtz Wealth Management | 0.02% | Reduce -17.3% | 7,301 | $575K |
| Stephens Consulting, LLC | 0.15% | Add +83.3% | 7,247 | $570K |
| Madden Advisory Services, Inc. | 0.26% | Reduce -4.4% | 7,232 | $569K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +5.4% | 7,220 | $568K |
| Life Planning Partners, Inc | 0.51% | Reduce -2.0% | 7,208 | $567K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | Add +2.8% | 7,126 | $561K |
| Clearstead Advisors, LLC | 0.01% | Add +2.3% | 7,045 | $554K |
| Total Wealth Planning, LLC | 0.09% | Add +0.0% | 7,016 | $552K |
| Argus Investors' Counsel, Inc. | 0.36% | Reduce -5.8% | 7,013 | $552K |
| PFG Investments, LLC | 0.04% | Reduce -4.2% | 6,964 | $548K |
| Ruedi Wealth Management, Inc. | 0.19% | Reduce -1.9% | 6,960 | $548K |
| McCarthy Asset Management, Inc. | 0.34% | Add +0.9% | 6,947 | $547K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 5,821 | $543K |
| Capital Investment Counsel, LLC | 0.09% | Reduce -63.4% | 6,865 | $540K |
| Advisory Alpha, LLC | 0.02% | Reduce -13.8% | 6,833 | $538K |
| Private Portfolio Partners LLC | 0.10% | New | 6,823 | $537K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 6,817 | $536K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -3.0% | 6,807 | $536K |
| Squire Investment Management Company, LLC | 0.25% | Add +1.0% | 6,775 | $533K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Reduce -4.2% | 6,823 | $529K |
| Forthright Family Wealth Advisory LLC | 0.34% | Reduce -35.5% | 6,762 | $526K |
| Breakwater Investment Management | 0.22% | Reduce -2.4% | 6,664 | $524K |
| Tobias Financial Advisors, Inc. | 0.10% | Reduce -2.6% | 6,657 | $524K |
| Mainsail Asset Management, LLC | 0.39% | Reduce -5.0% | 6,643 | $523K |
| Dakota Wealth Management | 0.01% | Add +6.1% | 6,552 | $516K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -33.4% | 6,478 | $510K |
| Radnor Capital Management, LLC | 0.08% | New | 6,472 | $509K |
| Stockman Wealth Management, Inc. | 0.08% | Reduce -10.2% | 6,468 | $509K |
| United Advisor Group, LLC | 0.11% | Add +10.0% | 6,460 | $508K |
| StoneX Group Inc. | 0.04% | Add +82.7% | 6,457 | $508K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -11.3% | 6,451 | $508K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -2.0% | 6,427 | $506K |
| Bessemer Group Inc. | 0.00% | Reduce -58.6% | 6,401 | $504K |
| Baron Financial Group, LLC | 0.31% | Reduce -1.3% | 6,395 | $503K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 6,368 | $501K |
| SAM Advisors, LLC | 0.18% | Add +3.1% | 6,360 | $500K |
| Level Four Advisory Services, LLC | 0.02% | Add +39.5% | 6,428 | $499K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.6% | 6,333 | $498K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.19% | Reduce -2.4% | 6,315 | $497K |
| Jacobi Capital Management LLC | 0.04% | Reduce -1.1% | 6,300 | $496K |
| Waverly Advisors, LLC | 0.01% | Reduce -13.8% | 6,293 | $495K |
| Brookmont Capital Management | 0.25% | Add +2.0% | 6,287 | $495K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.8% | 6,230 | $490K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 6,230 | $490K |
| American Capital Advisory, LLC | 0.28% | Reduce -31.6% | 6,208 | $489K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 6,205 | $488K |
| A. D. Beadell Investment Counsel, Inc. | 0.39% | Reduce -1.3% | 6,190 | $487K |
| Palisades Hudson Asset Management, L.P. | 0.20% | Add +0.6% | 6,152 | $484K |
| Olde Wealth Management, LLC | 0.17% | Add +123.6% | 6,099 | $479K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -5.6% | 6,030 | $475K |
| Webster Bank, N. A. | 0.05% | Reduce -1.6% | 6,017 | $473K |
| Anchor Investment Management, LLC | 0.04% | Reduce -28.2% | 5,985 | $471K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Reduce -55.7% | 5,980 | $471K |
| Ballentine Capital Advisors, Inc | 0.24% | Reduce -2.2% | 5,962 | $469K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -12.1% | 5,952 | $468K |
| Maiden Cove Capital, LLC | 0.73% | Add +46.4% | 5,919 | $466K |
| Equity Investment Corp. | 0.01% | New | 5,908 | $465K |
| Eagle Strategies LLC | 0.08% | Reduce -14.9% | 5,905 | $465K |
| Rock Point Advisors, LLC | 0.13% | No change | 5,865 | $462K |
| My Personal CFO, LLC | 0.25% | Reduce -17.8% | 5,786 | $455K |
| Delta Financial Advisors LLC | 0.17% | Reduce -1.7% | 5,784 | $455K |
| Shayne & Jacobs, LLC | 0.11% | No change | 5,775 | $454K |
| Retireful, LLC | 0.33% | Reduce -79.9% | 5,711 | $449K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.8% | 5,680 | $447K |
| Hiley Hunt Wealth Management | 0.25% | Add +0.4% | 5,649 | $445K |
| Intergy Private Wealth, LLC | 0.17% | Add +1.9% | 5,628 | $443K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.5% | 5,623 | $442K |
| German American Bancorp, Inc. | 0.05% | No change | 5,623 | $442K |
| Trilogy Capital Inc. | 0.02% | Reduce -0.6% | 5,598 | $440K |
| American Money Management, LLC | 0.09% | Reduce -10.6% | 5,509 | $434K |
| Shore Point Advisors, LLC | 0.23% | Add +5.4% | 5,487 | $432K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -1.6% | 5,473 | $431K |
| Tortoise Investment Management, LLC | 0.04% | Add +1.8% | 5,354 | $421K |
| Topel & Distasi Wealth Management, LLC | 0.17% | No change | 5,332 | $420K |
| Twin City Private Wealth, LLC | 0.36% | Add +50.2% | 5,332 | $420K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -34.3% | 5,279 | $415K |
| Wealth Group, Ltd. | 0.28% | New | 5,248 | $413K |
| Mainstream Capital Management LLC | 0.35% | — | 5,245 | $413K |
| Nabity-Jensen Investment Management Inc | 0.32% | No change | 5,240 | $412K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -9.0% | 5,237 | $412K |
| Vestia Personal Wealth Advisors | 0.39% | Add +33.8% | 5,235 | $412K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -0.1% | 5,220 | $411K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +14.6% | 5,209 | $410K |
| Wesbanco Bank Inc. | 0.01% | Reduce -57.6% | 5,208 | $410K |
| Camden National Bank | 0.06% | Reduce -20.4% | 5,207 | $410K |
| Colonial River Investments, LLC | 0.20% | Reduce -0.8% | 5,194 | $409K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $409K |
| Essex LLC | 0.08% | Reduce -12.2% | 5,190 | $408K |
| Watchman Group, Inc. | 0.11% | Reduce -92.2% | 5,145 | $405K |
| Elevatus Welath Management | 0.13% | New | 5,109 | $402K |
| Davis R M Inc. | 0.01% | Reduce -12.8% | 5,100 | $401K |
| International Private Wealth Advisors LLC | 0.58% | New | 5,070 | $399K |
| Godshalk Welsh Capital Management, Inc. | 0.25% | Reduce -13.3% | 5,065 | $399K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 5,055 | $398K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 5,030 | $396K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 5,020 | $395K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -23.8% | 5,034 | $391K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.3% | 4,954 | $390K |
| Duncan Williams Asset Management, LLC | 0.21% | New | 4,952 | $390K |
| Richardson Financial Services Inc. | 0.25% | Add +111.3% | 4,994 | $388K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -10.1% | 4,890 | $385K |
| NorthStar Asset Management LLC | 0.26% | Reduce -22.7% | 4,881 | $384K |
| Peninsula Wealth, LLC | 0.07% | Reduce -22.9% | 4,914 | $384K |
| Perennial Investment Advisors, LLC | 0.05% | Add +6.8% | 4,875 | $384K |
| Quantum Private Wealth, LLC | 0.13% | No change | 4,847 | $381K |
| Elios Financial Group Inc. | 0.18% | — | 4,841 | $381K |
| Opinicus Capital, Inc. | 0.30% | Reduce -7.5% | 4,841 | $381K |
| Gateway Wealth Partners, LLC | 0.10% | New | 4,808 | $378K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Reduce -10.7% | 4,792 | $377K |
| Private Trust Co. NA | 0.04% | Reduce -1.4% | 4,791 | $377K |
| Apeiron RIA LLC | 0.11% | Add +24.6% | 4,777 | $376K |
| Liberty Wealth Management LLC | 0.06% | Add +9.0% | 4,754 | $374K |
| Wynn Capital, LLC | 0.24% | New | 4,700 | $370K |
| Orion Capital Management LLC | 0.18% | Add +48.8% | 4,648 | $366K |
| S.A. Mason LLC | 0.19% | Reduce -1.1% | 4,635 | $365K |
| Financial & Tax Architects, LLC | 0.09% | Reduce -52.1% | 4,621 | $364K |
| TBH Global Asset Management, LLC | 0.08% | Add +2.9% | 4,545 | $358K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Add +1.8% | 4,510 | $355K |
| Raleigh Capital Management Inc. | 0.14% | Add +2.4% | 4,500 | $354K |
| Centaurus Financial, Inc. | 0.02% | Reduce -35.4% | 4,498 | $354K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +2.3% | 4,465 | $351K |
| Element Pointe Advisors, LLC | 0.09% | No change | 4,441 | $349K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -24.2% | 4,433 | $349K |
| Flow Traders U.S. LLC | 0.02% | New | 4,409 | $347K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -3.0% | 4,384 | $346K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -0.7% | 4,388 | $345K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 4,387 | $345K |
| Mayport, LLC | 0.11% | No change | 4,360 | $343K |
| Keb Asset Management, LLC | 0.10% | No change | 4,313 | $339K |
| Penney Financial, LLC | 0.23% | Reduce -6.4% | 4,197 | $330K |
| Berger Financial Group, Inc | 0.02% | Reduce -12.2% | 4,183 | $329K |
| Main Line Retirement Advisors, LLC | 0.22% | Add +0.2% | 4,150 | $327K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 4,135 | $325K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -6.6% | 4,111 | $323K |
| Petredis Investment Advisors LLC | 0.03% | New | 4,103 | $323K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -8.7% | 4,099 | $323K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -2.0% | 4,091 | $322K |
| Hanover Advisors Inc. | 0.13% | Reduce -1.7% | 4,074 | $321K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.5% | 4,051 | $319K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | No change | 4,021 | $316K |
| Cumberland Partners Ltd | 0.02% | Reduce -73.2% | 4,005 | $315K |
| Hall Laurie J Trustee | 0.10% | No change | 4,000 | $315K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 3,952 | $311K |
| Moseley Investment Management Inc. | 0.12% | Reduce -2.9% | 3,946 | $311K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 3,913 | $308K |
| Rothschild Wealth LLC | 0.09% | Reduce -48.6% | 3,899 | $307K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -8.2% | 3,876 | $305K |
| Running Point Capital Advisors, LLC | 0.12% | Add +16.6% | 3,873 | $305K |
| Lakewood Asset Management LLC | 0.21% | Add +0.9% | 3,872 | $305K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,860 | $304K |
| Waterfront Wealth Inc. | 0.07% | New | 3,900 | $303K |
| Dravo Bay LLC | 0.16% | No change | 3,845 | $303K |
| Balentine LLC | 0.01% | Add +100.2% | 3,838 | $302K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,835 | $302K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -15.5% | 3,828 | $301K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -84.2% | 3,822 | $301K |
| Lockerman Financial Group, Inc. | 0.51% | Reduce -6.8% | 3,816 | $300K |
| Stewardship Advisors, LLC | 0.08% | New | 3,813 | $300K |
| Cascade Investment Advisors, Inc. | 0.19% | Add +17.1% | 3,783 | $298K |
| Legacy Advisory Services, LLC | 0.25% | Add +0.9% | 3,764 | $296K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +4.2% | 3,759 | $296K |
| Journey Strategic Wealth LLC | 0.01% | Add +38.7% | 3,683 | $290K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -27.7% | 3,674 | $289K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,671 | $289K |
| BIP Wealth, LLC | 0.02% | Reduce -2.1% | 3,657 | $288K |
| Capital Advisors Inc. | 0.01% | New | 3,631 | $286K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +0.4% | 3,632 | $285K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -31.1% | 3,613 | $284K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 3,604 | $284K |
| Security National Bank | 0.04% | No change | 3,602 | $283K |
| EnRich Financial Partners LLC | 0.09% | Add +0.1% | 3,598 | $283K |
| One Degree Advisors Inc | 0.12% | Reduce -91.6% | 3,580 | $282K |
| Park National Corp. | 0.01% | Reduce -14.5% | 3,577 | $281K |
| Flputnam Investment Management Co. | 0.01% | Add +117.8% | 3,568 | $281K |
| V2 Financial group LLC | 0.18% | Add +0.8% | 3,554 | $280K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,539 | $278K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -14.6% | 3,510 | $276K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 3,502 | $276K |
| Intellectus Partners, LLC | 0.07% | No change | 3,500 | $275K |
| National Wealth Management Group, LLC | 0.19% | No change | 3,479 | $274K |
| Vance Wealth, LLC | 0.10% | Add +1.9% | 3,450 | $271K |
| Atlas Wealth Partners, LLC | 0.41% | New | 3,426 | $270K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +2.5% | 3,423 | $269K |
| Lynx Investment Advisory | 0.19% | Add +217.1% | 3,399 | $267K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 3,397 | $267K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $267K |
| RiverGlades Family Offices LLC | 0.19% | Add +3.8% | 3,380 | $266K |
| E&G Advisors, LLC | 0.07% | Add +19.5% | 3,370 | $265K |
| Wolff Financial Management LLC | 0.07% | New | 3,356 | $264K |
| WoodTrust Financial Corp | 0.04% | New | 3,355 | $264K |
| Visionary Wealth Advisors | 0.02% | Reduce -42.5% | 3,349 | $263K |
| Washington Trust Bank | 0.03% | Reduce -49.2% | 3,343 | $263K |
| Greenup Street Wealth Management LLC | 0.05% | No change | 3,329 | $262K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.0% | 3,319 | $261K |
| Chandler Asset Management, Inc. | 0.05% | Reduce -1.9% | 3,310 | $260K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +4.2% | 3,308 | $260K |
| L.M. Kohn & Company | 0.07% | Add +4.1% | 3,298 | $260K |
| LJI Wealth Management, LLC | 0.05% | Add +0.7% | 3,298 | $260K |
| Sterling Wealth Management, Inc. | 0.10% | Add +0.1% | 3,291 | $259K |
| Blue Chip Partners, LLC | 0.02% | Add +0.9% | 3,288 | $259K |
| FLC Capital Advisors | 0.06% | Reduce -13.7% | 3,251 | $256K |
| Delta Investment Management, LLC | 0.05% | Add +0.8% | 3,243 | $255K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -25.0% | 3,236 | $254K |
| Blankinship & Foster, LLC | 0.06% | No change | 3,220 | $253K |
| Howe & Rusling Inc. | 0.02% | No change | 3,220 | $253K |
| Verde Capital Management | 0.07% | Reduce -9.7% | 3,171 | $250K |
| Sebold Capital Management, Inc. | 0.16% | Reduce -1.8% | 3,164 | $249K |
| Mission Creek Capital Partners, Inc. | 0.06% | New | 3,139 | $247K |
| Asset Allocation & Management Company, LLC | 0.16% | No change | 3,142 | $247K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.2% | 3,115 | $245K |
| Boston Financial Mangement LLC | 0.01% | Reduce -0.0% | 3,076 | $242K |
| Brendel Financial Advisors LLC | 0.14% | No change | 3,077 | $242K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -36.6% | 3,111 | $242K |
| Capasso Planning Partners LLC | 0.07% | New | 3,067 | $241K |
| Belpointe Asset Management LLC | 0.01% | Add +3.1% | 3,051 | $240K |
| Windsor Capital Management, LLC | 0.07% | No change | 3,050 | $240K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -28.1% | 3,075 | $239K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -71.0% | 3,038 | $239K |
| Northstar Advisory Group, LLC | 0.12% | Add +2.0% | 3,034 | $239K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -11.0% | 3,044 | $237K |
| Stonebridge Financial Planning Group, LLC | 0.11% | New | 3,012 | $237K |
| JNBA Financial Advisors | 0.02% | Reduce -75.7% | 3,012 | $237K |
| Meritas Wealth Management, LLC | 0.15% | No change | 3,008 | $237K |
| Tenon Financial LLC | 0.16% | Add +0.9% | 3,003 | $236K |
| Bramshill Investments, LLC | 0.03% | No change | 3,000 | $236K |
| Easterly Investment Partners LLC | 0.02% | No change | 3,000 | $236K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -98.8% | 2,995 | $236K |
| Aprio Wealth Management, LLC | 0.04% | No change | 2,967 | $233K |
| Fisher Asset Management | 0.00% | Reduce -24.2% | 2,966 | $233K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $232K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +23.5% | 2,929 | $230K |
| DB Fitzpatrick & Co, Inc | 0.20% | Reduce -48.1% | 2,926 | $230K |
| NCM Capital Management, LLC | 0.11% | No change | 2,918 | $230K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -13.6% | 2,918 | $230K |
| McNamara Financial Services, Inc. | 0.04% | Add +8.6% | 2,906 | $229K |
| Keynote Financial Services LLC | 0.18% | Reduce -0.7% | 2,905 | $229K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -4.1% | 2,876 | $226K |
| Accel Wealth Management | 0.08% | Reduce -2.3% | 2,875 | $226K |
| Signify Wealth | 0.28% | Reduce -43.7% | 2,871 | $226K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 2,858 | $225K |
| Hilltop Partners LLC | 0.08% | New | 2,851 | $224K |
| Annapolis Financial Services, LLC | 0.07% | No change | 2,846 | $224K |
| Drive Wealth Management, LLC | 0.06% | New | 2,844 | $224K |
| McIlrath & Eck, LLC | 0.03% | Reduce -36.8% | 2,836 | $223K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Add +0.9% | 2,829 | $223K |
| Colonial Trust Co / SC | 0.03% | Add +0.3% | 2,825 | $222K |
| Hoge Financial Services, LLC | 0.16% | New | 2,775 | $218K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -14.5% | 2,770 | $218K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.3% | 2,774 | $216K |
| Seaside Wealth Management, Inc. | 0.08% | New | 2,722 | $214K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 2,709 | $213K |
| Latitude Advisors, LLC | 0.12% | Reduce -9.8% | 2,703 | $213K |
| Evergreen Capital Management LLC | 0.01% | Reduce -39.1% | 2,691 | $212K |
| Essex Bank | 0.05% | Reduce -4.5% | 2,669 | $210K |
| Envision Financial Planning, LLC | 0.11% | New | 2,646 | $208K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +0.6% | 2,638 | $208K |
| Spinnaker Trust | 0.01% | No change | 2,630 | $207K |
| Gibson Capital, LLC | 0.04% | New | 2,620 | $206K |
| Coppell Advisory Solutions LLC | 0.03% | Add +19.9% | 2,611 | $206K |
| Good Life Advisors, LLC | 0.01% | New | 2,603 | $205K |
| Smith Thornton Advisors LLC | 0.13% | New | 2,598 | $204K |
| Capital City Trust Co. | 0.05% | New | 2,578 | $203K |
| Granite FO LLC | 0.11% | New | 2,573 | $202K |
| Holderness Investments Co. | 0.04% | Reduce -32.4% | 2,560 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -95.2% | 2,556 | $201K |
| Clear Point Advisors Inc. | 0.16% | Add +0.8% | 2,556 | $201K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Reduce -14.9% | 2,583 | $201K |
| Lauterbach Financial Advisors, LLC | 0.12% | New | 2,547 | $200K |
| Red Tortoise LLC | 0.10% | Add +0.8% | 2,500 | $197K |
| Lummis Asset Management, LP | 0.23% | No change | 2,460 | $194K |
| CVA Family Office, LLC | 0.03% | Add +46.6% | 2,428 | $191K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -43.8% | 2,416 | $190K |
| Richard W. Paul & Associates, LLC | 0.07% | Reduce -2.3% | 2,355 | $185K |
| ORG Partners LLC | 0.03% | Reduce -76.9% | 2,242 | $177K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -0.5% | 2,088 | $164K |
| Beacon Capital Management, LLC | 0.02% | Reduce -6.8% | 2,041 | $161K |
| Private Capital Management LLC | 0.03% | Add +11.1% | 1,900 | $150K |
| Coastline Trust Co | 0.02% | New | 1,810 | $142K |
| Pacific Center for Financial Services | 0.04% | Add +0.1% | 1,795 | $141K |
| Operose Advisors LLC | 0.04% | Add +4.2% | 1,679 | $132K |
| Oarsman Capital, Inc. | 0.02% | New | 1,675 | $132K |
| Guardian Wealth Management, Inc. | 0.09% | Reduce -9.3% | 1,667 | $131K |
| Community Bank, N.A. | 0.02% | No change | 1,615 | $127K |
| VitalStone Financial, LLC | 0.09% | Reduce -12.1% | 1,594 | $125K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -0.1% | 1,592 | $125K |
| Robinson Value Management, Ltd. | 0.08% | No change | 1,577 | $124K |
| Signature Resources Capital Management, LLC | 0.11% | Reduce -36.4% | 1,571 | $124K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +26.2% | 1,536 | $121K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,530 | $120K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 1,506 | $119K |
| Cape Investment Advisory, Inc. | 0.05% | Add +42.2% | 1,470 | $116K |
| Dunhill Financial, LLC | 0.06% | New | 1,449 | $114K |
| Tower View Wealth Management LLC | 0.06% | No change | 1,447 | $114K |
| DecisionPoint Financial, LLC | 0.04% | No change | 1,417 | $112K |
| Founders Financial Alliance, LLC | 0.03% | Add +20.5% | 1,380 | $109K |
| ESL Trust Services, LLC | 0.02% | New | 1,335 | $105K |
| Hills Bank & Trust Co | 0.01% | New | 1,311 | $103K |
| Keener Financial Planning LLC | 0.07% | Reduce -1.4% | 1,306 | $102K |
| Pacifica Partners Inc. | 0.04% | No change | 1,292 | $102K |
| Birchbrook, Inc. | 0.05% | No change | 1,193 | $94K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 1,189 | $94K |
| Clean Yield Group | 0.03% | No change | 1,189 | $94K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +39.7% | 1,171 | $92K |
| WealthShield Partners, LLC | 0.01% | Add +0.2% | 1,154 | $91K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,140 | $90K |
| Centerpoint Advisors, LLC | 0.03% | Add +1.7% | 1,127 | $89K |
| Front Row Advisors LLC | 0.03% | Reduce -12.9% | 1,120 | $88K |
| Clear Investment Research, LLC | 0.11% | No change | 1,107 | $87K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,100 | $87K |
| Caitlin John, LLC | 0.05% | Reduce -32.4% | 1,044 | $81K |
| Roble, Belko & Company, Inc | 0.01% | No change | 993 | $78K |
| Investment Research & Advisory Group, Inc. | 0.03% | No change | 991 | $78K |
| WealthCollab, LLC | 0.05% | No change | 968 | $76K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 951 | $75K |
| Asset Dedication, LLC | 0.00% | No change | 913 | $72K |
| First Personal Financial Services | 0.01% | No change | 865 | $68K |
| Crewe Advisors LLC | 0.01% | Reduce -58.7% | 845 | $66K |
| Atlas Capital Advisors Inc. | 0.01% | Add +70.3% | 797 | $63K |
| Bank of New Hampshire | 0.02% | No change | 765 | $60K |
| Horrell Capital Management, Inc. | 0.02% | No change | 735 | $58K |
| Y.D. More Investments Ltd | 0.01% | Add +153.5% | 730 | $57K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $56K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -95.3% | 696 | $55K |
| Mather Group, Llc. | 0.00% | Reduce -83.1% | 658 | $52K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 657 | $52K |
| Creative Capital Management Investments LLC | 0.02% | New | 655 | $52K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $51K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| Bray Capital Advisors | 0.01% | No change | 625 | $49K |
| West Paces Advisors Inc. | 0.01% | No change | 611 | $48K |
| Tucker Asset Management LLC | 0.01% | Add +15.5% | 582 | $46K |
| American National Bank & Trust | 0.01% | No change | 549 | $43K |
| MCF Advisors LLC | 0.00% | No change | 500 | $39K |
| Fairman Group, LLC | 0.04% | No change | 493 | $39K |
| Financial Perspectives, Inc | 0.01% | No change | 492 | $39K |
| Truvestments Capital LLC | 0.01% | New | 457 | $36K |
| Cedar Wealth Management, LLC | 0.01% | Add +25.7% | 450 | $35K |
| Hexagon Capital Partners LLC | 0.01% | No change | 439 | $35K |
| Investors Research Corp | 0.01% | No change | 424 | $33K |
| Clearstead Trust, LLC | 0.01% | No change | 393 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 390 | $31K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 388 | $31K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 387 | $30K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Reduce -48.8% | 373 | $29K |
| Sandy Spring Bank | 0.00% | Reduce -22.8% | 362 | $28K |
| Versant Capital Management, Inc | 0.01% | No change | 354 | $28K |
| PFG Private Wealth Management, LLC | 0.01% | New | 302 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 287 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $21K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +111.2% | 264 | $21K |
| Bogart Wealth, LLC | 0.00% | Reduce -72.6% | 256 | $20K |
| Kimelman & Baird, LLC | 0.00% | Reduce -88.9% | 250 | $20K |
| Painted Porch Advisors LLC | 0.01% | Add +43.5% | 244 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 243 | $19K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -59.5% | 240 | $19K |
| Adirondack Trust Co. | 0.01% | No change | 207 | $16K |
| Global Wealth Strategies & Associates | 0.01% | No change | 205 | $16K |
| Sachetta, LLC | 0.01% | Add +4.8% | 195 | $15K |
| WFA of San Diego, LLC | 0.01% | No change | 190 | $15K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 184 | $14K |
| Castleview Partners, LLC | 0.01% | Reduce -61.5% | 176 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +1.2% | 173 | $14K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 171 | $13K |
| Atwood & Palmer Inc. | 0.00% | New | 171 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 167 | $13K |
| Tsfg, LLC | 0.00% | No change | 151 | $12K |
| Key Financial Inc | 0.00% | No change | 138 | $11K |
| Integrity Financial Corp | 0.01% | New | 137 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 128 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.4% | 128 | $10K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.4% | 122 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 122 | $10K |
| Bangor Savings Bank | 0.00% | New | 112 | $9K |
| Peterson Financial Group, Inc. | 0.03% | New | 109 | $9K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 107 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 103 | $8K |
| NewSquare Capital LLC | 0.00% | Add +7.3% | 103 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 100 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $7K |
| Northwest Financial Advisors | 0.01% | New | 89 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 79 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 77 | $6K |
| Simplex Trading, LLC | 0.00% | New | 85 | $6K |
| Concord Wealth Partners | 0.00% | Add +1.3% | 76 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $6K |
| FSC Wealth Advisors, LLC | 0.00% | Reduce -51.9% | 65 | $5K |
| Uncommon Cents Investing LLC | 0.00% | New | 55 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -36.8% | 48 | $4K |
| FSA Wealth Management LLC | 0.00% | — | 47 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +2.3% | 45 | $4K |
| Eukles Asset Management | 0.00% | No change | 37 | $3K |
| Manchester Capital Management LLC | 0.00% | New | 32 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Hemington Wealth Management | 0.00% | New | 26 | $2K |
| First Financial Corp. | 0.00% | Reduce -97.3% | 25 | $2K |
| BlackRock, Inc. | 0.00% | — | 22 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $1K |
| 4Thought Financial Group Inc. | 0.00% | Reduce -5.9% | 16 | $1K |
| Davis Capital Management | 0.00% | No change | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 19 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 11 | $866 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -95.3% | 9 | $708 |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +14.3% | 8 | $630 |
| SWAN Capital LLC | 0.00% | Reduce -45.5% | 6 | $500 |
| GAMMA Investing LLC | 0.00% | New | 3 | $236 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $79 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $48 |
| Financial Connections Group, Inc. | 0.00% | No change | 7 | $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.