Vanguard Short-Term Bond ETFBSVETF
13F holders, Q4 2024 (December 31)1,249holders +105
77new positions
67sold out
5famous investors
$77.28avg. 13F price*
At the end of Q4 2024, 1,249 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 105 from Q3 2024. 77 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($4.3B), Mercer Global Advisors Inc. ($2.2B) and JPMorgan Chase & Co. ($2.1B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $90.2M |
| Exits | 67 | $93.3M |
All 13F filers, Q3 2024 → Q4 2024: 29,402,322 shares bought and 22,287,894 shares sold, net +7,114,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,249 holders
| Envestnet Asset Management Inc. | 1.39% | Add +4.6% | 56,123,893 | $4.3B |
| Mercer Global Advisors Inc. | 5.44% | Reduce -0.9% | 28,879,736 | $2.2B |
| JPMorgan Chase & Co. | 0.16% | Add +20.9% | 26,903,564 | $2.1B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -0.8% | 16,475,530 | $1.3B |
| Empower Advisory Group, LLC | 4.25% | Add +7.4% | 16,322,389 | $1.3B |
| Morgan Stanley | 0.08% | Reduce -47.5% | 14,663,464 | $1.1B |
| Allworth Financial LP | 5.81% | Add +11.9% | 13,649,853 | $1.1B |
| Northern Trust Corp. | 0.09% | Add +2.8% | 8,150,925 | $629.8M |
| Bank of America Corp. | 0.06% | Add +3.0% | 7,934,969 | $613.1M |
| LPL Financial LLC | 0.22% | Add +17.5% | 7,059,963 | $545.5M |
| Truepoint, Inc. | 12.95% | Add +4.1% | 6,262,742 | $483.9M |
| Wells Fargo & Company | 0.10% | Reduce -9.8% | 5,538,494 | $428.0M |
| United Capital Financial Advisors, LLC | 3.37% | Add +0.1% | 5,164,091 | $399.0M |
| Essential Planning, LLC. | 2.44% | Add +6474.1% | 4,825,007 | $374.5M |
| Envestnet Portfolio Solutions, Inc. | 1.16% | Add +4.2% | 4,597,743 | $355.3M |
| Captrust Financial Advisors | 0.85% | Add +10.4% | 3,853,794 | $297.8M |
| Corient Private Wealth LP | 0.49% | Reduce -6.7% | 3,814,756 | $294.8M |
| Lincoln National Corp. | 8.71% | Add +4.2% | 3,503,805 | $270.7M |
| UBS Group AG | 0.06% | Add +15.5% | 3,371,179 | $260.5M |
| Sei Investments Co. | 0.32% | Add +2.6% | 3,206,249 | $247.7M |
| Commonwealth Equity Services, LLC | 0.34% | Add +2.5% | 2,993,392 | $231.3M |
| Royal Bank of Canada | 0.05% | Reduce -30.1% | 2,820,279 | $217.9M |
| Raymond James Financial Inc. | 0.08% | — | 2,767,791 | $213.9M |
| Bank of New York Mellon Corp | 0.04% | Add +6.8% | 2,635,260 | $203.6M |
| Carlson Capital Management | 7.70% | Add +10.0% | 2,282,489 | $176.4M |
| Cerity Partners LLC | 0.38% | Add +10.1% | 2,246,483 | $173.6M |
| MetLife Investment Management, LLC | 0.94% | Reduce -2.6% | 2,234,500 | $172.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 2,143,804 | $165.7M |
| Apella Capital, LLC | 5.38% | Reduce -3.6% | 1,815,851 | $140.3M |
| True Link Financial Advisors, LLC | 11.67% | Reduce -11.5% | 1,799,763 | $139.1M |
| Beacon Capital Management, Inc. | 6.00% | Add +737.1% | 1,792,517 | $138.5M |
| Focus Partners Wealth | 0.34% | Add +7.0% | 1,713,431 | $132.4M |
| Cetera Investment Advisers | 0.26% | Add +11.4% | 1,595,121 | $123.3M |
| Truist Financial Corp. | 0.17% | Add +17.9% | 1,383,420 | $106.9M |
| Smithfield Trust Co | 5.21% | Add +2.0% | 1,353,301 | $104.6M |
| Willow Creek Wealth Management Inc. | 10.40% | Add +9.1% | 1,320,076 | $102.0M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -0.2% | 1,313,084 | $101.5M |
| BNP Paribas Financial Markets | 0.08% | Add +15.2% | 1,267,389 | $97.9M |
| Valmark Advisers, Inc. | 1.51% | Add +6.0% | 1,261,731 | $97.5M |
| RW Investment Management LLC | 10.89% | Add +4.5% | 1,156,575 | $89.4M |
| Osaic Holdings, Inc. | 0.19% | Add +12.2% | 1,120,945 | $86.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +11.3% | 1,108,025 | $85.6M |
| Jones Financial Companies LLLP | 0.08% | Add +3.0% | 1,080,470 | $83.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.6% | 1,003,030 | $77.5M |
| DAVENPORT & Co LLC | 0.45% | Add +1.9% | 984,559 | $76.1M |
| Peapack Gladstone Financial Corp. | 1.10% | Add +4.9% | 978,317 | $75.6M |
| RS Crum Inc. | 17.87% | Add +3.1% | 936,898 | $72.4M |
| Wit, LLC | 2.17% | Add +99869.6% | 876,733 | $67.7M |
| Janney Montgomery Scott LLC | 0.19% | Add +1.0% | 873,445 | $67.5M |
| Freestone Capital Holdings, LLC | 2.32% | Add +0.3% | 869,528 | $67.2M |
| Fifth Third Bancorp | 0.24% | Add +5.5% | 866,932 | $67.0M |
| D.A. Davidson & Co. | 0.54% | Add +4.0% | 863,894 | $66.8M |
| Campbell Wealth Management | 6.00% | Add +76.5% | 863,284 | $66.7M |
| Atria Wealth Solutions, Inc. | 0.72% | Add +22.5% | 852,531 | $65.9M |
| MML Investors Services, LLC | 0.22% | Add +3.5% | 818,615 | $63.3M |
| Efficient Advisors, LLC | 4.01% | Add +0.4% | 806,574 | $62.3M |
| Integris Wealth Management, LLC | 16.76% | Add +3.5% | 768,942 | $59.4M |
| Charter Oak Capital Management, LLC | 5.53% | Add +12.1% | 768,667 | $59.4M |
| Martel Wealth Advisors LLC | 11.58% | Add +8.2% | 767,462 | $59.3M |
| Windward Private Wealth Management Inc. | 23.06% | Add +5.7% | 765,700 | $59.2M |
| US Bancorp \de | 0.08% | Reduce -2.8% | 754,508 | $58.3M |
| Stifel Financial Corp. | 0.06% | Add +5.3% | 751,983 | $58.1M |
| Prime Capital Investment Advisors, LLC | 0.84% | Add +0.8% | 748,125 | $57.8M |
| Sofi Wealth, LLC | 3.89% | Add +9.6% | 735,019 | $56.8M |
| Comerica Bank | 0.22% | Add +4.3% | 709,015 | $54.8M |
| Jentner Corp | 15.74% | Add +3.8% | 699,302 | $54.0M |
| Renaissance Technologies | 0.08% | Add +25.9% | 696,900 | $53.8M |
| TD Capital Management LLC | 5.33% | Reduce -1.3% | 679,266 | $52.5M |
| National Philanthropic Trust | 0.72% | Add +14.0% | 641,883 | $49.6M |
| Gemmer Asset Management LLC | 4.62% | Add +10.5% | 607,519 | $46.9M |
| HighTower Advisors, LLC | 0.06% | Add +3.4% | 579,641 | $44.8M |
| Arbor Investment Advisors, LLC | 6.25% | Add +3.8% | 573,822 | $44.3M |
| Berkshire Money Management, Inc. | 4.76% | Add +4.4% | 566,561 | $43.8M |
| Vanguard Group Inc. | 0.00% | Add +27.2% | 563,459 | $43.5M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Add +0.3% | 553,233 | $42.7M |
| Creative Planning | 0.04% | Reduce -1.9% | 543,819 | $42.0M |
| Savant Capital, LLC | 0.33% | Reduce -13.7% | 539,170 | $41.7M |
| Annandale Capital, LLC | 8.18% | Add +2.2% | 534,336 | $41.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +135.5% | 525,830 | $40.6M |
| Betterment LLC | 0.10% | Add +5.8% | 522,022 | $40.3M |
| Corrigan Financial, Inc. | 9.15% | Add +1.6% | 516,277 | $39.9M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -2.3% | 501,755 | $38.8M |
| Capital Analysts, LLC | 1.55% | Add +121.1% | 501,168 | $38.7M |
| International City Management Association Retirement Corp | 23.12% | Add +28.6% | 486,600 | $37.6M |
| Barr E S & Co. | 2.22% | Add +0.6% | 485,900 | $37.5M |
| Citigroup Inc. | 0.04% | Reduce -13.8% | 479,414 | $37.0M |
| Composition Wealth, LLC | 0.72% | Add +8.6% | 459,571 | $35.5M |
| &partners | 0.40% | Add +58.8% | 433,700 | $33.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.65% | Add +3.8% | 425,875 | $32.9M |
| Partners in Financial Planning | 6.62% | Add +1.4% | 420,233 | $32.5M |
| Penserra Capital Management LLC | 0.59% | Add +2.5% | 415,245 | $32.1M |
| Ancora Advisors LLC | 0.71% | Add +1.9% | 410,429 | $31.7M |
| CreativeOne Wealth, LLC | 0.96% | Add +2.5% | 405,804 | $31.4M |
| NewEdge Advisors, LLC | 0.19% | Add +7.2% | 400,244 | $30.9M |
| Cullen/Frost Bankers, Inc. | 0.41% | Add +4.7% | 389,920 | $30.1M |
| PDS Planning, Inc | 2.63% | Add +5.6% | 383,541 | $29.6M |
| Greystone Financial Group, LLC | 5.07% | Add +39.4% | 377,586 | $29.2M |
| Alps Advisors Inc. | 0.18% | Reduce -8.1% | 373,984 | $28.9M |
| Human Investing LLC | 5.09% | Add +2.5% | 371,351 | $28.7M |
| Baird Financial Group, Inc. | 0.05% | Add +9.3% | 369,293 | $28.5M |
| Presilium Private Wealth, LLC | 6.41% | Add +7.4% | 360,485 | $27.9M |
| Blue Trust, Inc. | 0.35% | Add +6.6% | 358,591 | $27.7M |
| Blair William & Co. | 0.08% | Reduce -12.4% | 352,539 | $27.2M |
| World Investment Advisors | 0.73% | Add +84.7% | 344,771 | $26.6M |
| Mariner, LLC | 0.04% | Add +12.3% | 338,163 | $26.1M |
| Wealthquest Corp | 2.09% | Add +17.1% | 332,291 | $25.7M |
| Avior Wealth Management, LLC | 0.92% | Add +9.8% | 327,120 | $25.3M |
| Cornerstone Investment Partners, LLC | 1.25% | Add +0.1% | 325,809 | $25.2M |
| Voya Financial Advisors, Inc. | 2.72% | Add +6.9% | 324,002 | $25.0M |
| Sequoia Financial Advisors, LLC | 0.24% | Add +8092.7% | 323,777 | $25.0M |
| Diversified Portfolios, Inc. | 2.69% | Reduce -19.7% | 318,667 | $24.6M |
| Eagle Rock Investment Company, LLC | 4.04% | Add +0.2% | 314,710 | $24.3M |
| Park Avenue Securities LLC | 0.25% | Add +9.8% | 313,807 | $24.2M |
| Clark Asset Management, LLC | 4.53% | Add +12.9% | 313,602 | $24.2M |
| Orion Porfolio Solutions, LLC | 0.24% | Add +4.0% | 311,373 | $24.1M |
| Orion Portfolio Solutions, LLC | 0.24% | Add +4.0% | 311,373 | $24.1M |
| Hohimer Wealth Management, LLC | 4.54% | Add +494.7% | 308,549 | $23.8M |
| Kwmg, LLC | 2.40% | Add +1.7% | 301,936 | $23.3M |
| Atria Investments, Inc | 0.29% | Add +20.5% | 299,711 | $23.2M |
| First Heartland Consultants, Inc. | 2.36% | Reduce -16.6% | 298,480 | $23.1M |
| Symmetry Partners, LLC | 3.27% | Add +72.7% | 297,807 | $23.0M |
| Associated Banc-Corp | 0.68% | Add +0.8% | 291,530 | $22.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +52.9% | 289,401 | $22.4M |
| Old National Bancorp | 0.53% | Reduce -15.4% | 288,606 | $22.3M |
| EverSource Wealth Advisors, LLC | 1.21% | Add +29.4% | 279,260 | $21.6M |
| Trajan Wealth LLC | 1.19% | Add +24.6% | 278,998 | $21.6M |
| Ellevest, Inc. | 1.24% | Add +7.0% | 276,709 | $21.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +79.4% | 267,765 | $20.7M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +0.2% | 256,491 | $19.8M |
| First Horizon Advisors, Inc. | 0.56% | Reduce -4.8% | 256,458 | $19.8M |
| Graves Light Lenhart Wealth, Inc. | 2.43% | Add +6.4% | 252,999 | $19.5M |
| Planning Directions Inc. | 11.34% | Add +11.3% | 252,950 | $19.5M |
| Bartlett & Co. Wealth Management LLC | 0.28% | Reduce -5.5% | 249,525 | $19.3M |
| Lutz Financial Services LLC | 1.54% | Add +0.2% | 246,148 | $19.0M |
| Wealth Dimensions Group, Ltd. | 4.64% | Add +5.5% | 245,106 | $18.9M |
| United Services Automobile Association | 0.61% | Reduce -6.2% | 241,217 | $18.6M |
| Kelman-Lazarov, Inc. | 3.29% | Add +0.9% | 236,633 | $18.3M |
| TD Private Client Wealth LLC | 0.51% | Reduce -0.1% | 235,015 | $18.2M |
| Bank of Montreal | 0.01% | Add +2.4% | 233,015 | $18.0M |
| Connecticut Wealth Management, LLC | 0.88% | Add +105.0% | 239,289 | $18.0M |
| Tillman Hartley LLC | 5.11% | Reduce -0.7% | 230,369 | $17.8M |
| Cwm, LLC | 0.07% | Reduce -0.4% | 229,003 | $17.7M |
| Modera Wealth Management, LLC | 0.21% | Add +1.2% | 227,076 | $17.5M |
| Morningstar Investment Services LLC | 1.59% | Reduce -81.7% | 226,030 | $17.5M |
| Fort Henry Capital, LLC | 12.43% | Reduce -4.3% | 224,889 | $17.4M |
| BetterWealth, LLC | 4.77% | Add +6.1% | 224,036 | $17.3M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -0.2% | 223,421 | $17.3M |
| MilWealth Group LLC | 4.63% | Add +2.0% | 219,410 | $17.0M |
| M&T Bank Corp | 0.06% | Reduce -0.9% | 218,416 | $16.9M |
| TD Waterhouse Canada Inc. | 0.13% | Add +4.3% | 215,188 | $16.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.8% | 214,363 | $16.6M |
| Farther Finance Advisors, LLC | 0.60% | Reduce -14.0% | 213,371 | $16.5M |
| Austin Asset Management Co Inc | 3.40% | Add +1.9% | 211,194 | $16.3M |
| Apollon Wealth Management, LLC | 0.37% | Add +1411.0% | 210,375 | $16.3M |
| Parkside Financial Bank & Trust | 2.11% | Add +29.3% | 206,326 | $15.9M |
| Tiaa Trust, National Association | 0.05% | Reduce -14.6% | 203,899 | $15.8M |
| Brewster Financial Planning LLC | 11.92% | Add +6.2% | 203,698 | $15.7M |
| Farmers & Merchants Investments Inc. | 0.49% | Add +0.3% | 201,732 | $15.6M |
| Mustard Seed Financial, LLC | 12.51% | Add +3.6% | 199,257 | $15.4M |
| Nwam LLC | 0.95% | Add +1.4% | 199,148 | $15.4M |
| Stephenson & Company, Inc. | 10.26% | Add +7.3% | 197,213 | $15.2M |
| McAdam, LLC | 0.82% | Reduce -9.2% | 194,995 | $15.1M |
| Choreo, LLC | 0.22% | Add +143.3% | 195,006 | $15.1M |
| Evolution Advisers, Inc. | 8.10% | Add +5.8% | 191,830 | $14.8M |
| Cahill Financial Advisors Inc. | 2.00% | Reduce -9.6% | 191,234 | $14.8M |
| Silver Oak Advisory Group, Inc. | 7.80% | Add +1.3% | 190,874 | $14.7M |
| HTG Investment Advisors, Inc. | 6.74% | Add +25.1% | 190,581 | $14.7M |
| Wiser Wealth Management, Inc | 4.12% | Add +4.2% | 190,009 | $14.7M |
| NewEdge Wealth, LLC | 0.25% | Add +9.3% | 184,508 | $14.3M |
| Sage Financial Management Group, Inc. | 5.14% | Add +5.5% | 179,465 | $13.9M |
| Private Advisor Group, LLC | 0.08% | Add +9.7% | 178,479 | $13.8M |
| Your Advocates Ltd., LLP | 5.48% | Add +2.7% | 178,309 | $13.8M |
| Mountain Pacific Investment Advisers LLC | 0.96% | Reduce -0.8% | 176,874 | $13.7M |
| Level Financial Advisors | 5.01% | Add +2.2% | 176,557 | $13.6M |
| Safir Wealth Advisors, LLC | 10.50% | Add +1.9% | 176,162 | $13.6M |
| Alaska Wealth Advisors, LLC | 2.10% | Add +2.1% | 174,644 | $13.5M |
| LVW Advisors, LLC | 1.64% | Add +30.7% | 173,481 | $13.4M |
| Trellis Wealth Advisors LLC | 6.60% | Add +9.6% | 169,834 | $13.1M |
| Legacy Financial Group LLC | 2.12% | Add +38.0% | 169,138 | $13.1M |
| Voya Investment Management LLC | 0.02% | Reduce -7.0% | 168,748 | $13.0M |
| Bay Harbor Wealth Management, LLC | 4.17% | Reduce -1.6% | 166,324 | $12.9M |
| Eaton-Cambridge Inc. | 5.71% | Add +14.8% | 165,659 | $12.8M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -22.0% | 163,322 | $12.6M |
| REDW Wealth LLC | 4.26% | Reduce -23.6% | 158,913 | $12.3M |
| Brookstone Capital Management | 0.18% | Add +1.0% | 157,705 | $12.2M |
| SigFig Wealth Management, LLC | 0.44% | Add +2.7% | 156,898 | $12.1M |
| C M Bidwell & Associates Ltd. | 7.30% | Add +6.4% | 155,412 | $12.0M |
| First Merchants Corp. | 0.45% | Add +16.5% | 152,720 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -2.0% | 151,827 | $11.7M |
| Fortis Advisors, LLC | 7.57% | Reduce -0.1% | 149,246 | $11.5M |
| Commerce Bank | 0.07% | Reduce -0.1% | 149,239 | $11.5M |
| AQR Capital Management | 0.01% | Add +21.3% | 147,509 | $11.4M |
| Leavell Investment Management, Inc. | 0.56% | Add +5.9% | 147,052 | $11.4M |
| Alaska Permanent Capital Management, LLC | 0.93% | Add +0.1% | 146,938 | $11.3M |
| Echo45 Advisors LLC | 7.43% | Add +19.6% | 146,491 | $11.3M |
| Focus Financial Network, Inc. | 0.45% | Reduce -0.2% | 146,100 | $11.3M |
| IFG Advisors, LLC | 2.20% | Add +14.8% | 143,063 | $11.1M |
| Elevate Wealth Advisory, Inc. | 8.21% | Add +1.1% | 142,941 | $10.9M |
| Scotia Capital Inc. | 0.06% | Add +2.1% | 141,274 | $10.9M |
| Factor Wealth Management LTD | 3.53% | — | 137,580 | $10.6M |
| Wealth Forward, LLC | 7.50% | Add +10.4% | 137,525 | $10.6M |
| Ames National Corp. | 7.14% | — | 137,283 | $10.6M |
| Adaptive Financial Consulting, LLC | 4.36% | No change | 136,111 | $10.5M |
| Alkeme Wealth, LLC | 4.71% | Add +3.0% | 133,045 | $10.3M |
| First American Trust, FSB | 1.02% | Add +7.1% | 132,825 | $10.3M |
| Parker Financial LLC | 4.95% | Add +0.1% | 130,227 | $10.1M |
| Concurrent Investment Advisors, LLC | 0.27% | Reduce -11.6% | 127,336 | $9.8M |
| Compass Planning Associates Inc | 9.93% | — | 126,628 | $9.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.79% | Add +4.1% | 125,902 | $9.7M |
| Vawter Financial, Ltd. | 5.82% | Add +3.8% | 125,274 | $9.7M |
| Natixis Advisors, LLC | 0.02% | Add +9.7% | 124,730 | $9.6M |
| Headinvest, LLC | 1.80% | Reduce -3.6% | 123,445 | $9.5M |
| Mutual Advisors, LLC | 0.27% | Reduce -8.6% | 122,216 | $9.5M |
| Aspire Private Capital, LLC | 2.34% | Reduce -2.2% | 122,128 | $9.4M |
| Zeit Capital LLC | 7.19% | Reduce -6.5% | 121,069 | $9.4M |
| Galvin, Gaustad & Stein, LLC | 0.85% | Add +1.0% | 120,955 | $9.3M |
| CGN Advisors LLC | 0.90% | Add +8.1% | 119,705 | $9.2M |
| White Lighthouse Investment Management Inc. | 1.62% | Add +4.2% | 119,626 | $9.2M |
| Oppenheimer & Co. Inc. | 0.14% | Add +3.7% | 119,187 | $9.2M |
| Concourse Financial Group Securities, Inc. | 0.52% | Add +8.5% | 118,696 | $9.2M |
| Waterloo Capital, L.P. | 0.96% | Reduce -35.4% | 117,369 | $9.1M |
| Fidato Wealth LLC | 6.79% | Add +6.6% | 117,174 | $9.1M |
| Crews Bank & Trust | 1.51% | — | 115,964 | $9.0M |
| OneAscent Financial Services LLC | 0.75% | New | 114,475 | $8.8M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -7.7% | 113,603 | $8.8M |
| Arax Advisory Partners | 0.55% | Add +6.5% | 112,511 | $8.7M |
| Archford Capital Strategies, LLC | 1.31% | Reduce -0.7% | 111,925 | $8.6M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -6.0% | 111,102 | $8.6M |
| Bull Street Advisors, LLC | 4.11% | Reduce -2.3% | 110,364 | $8.5M |
| Cherry Tree Wealth Management, LLC | 2.11% | Reduce -4.7% | 110,256 | $8.5M |
| WBH Advisory Inc. | 0.79% | Reduce -3.9% | 109,592 | $8.5M |
| Phillips Financial Management, LLC | 0.66% | Reduce -7.6% | 108,021 | $8.3M |
| Columbia River Financial Group, LLC | 5.73% | — | 107,934 | $8.3M |
| Sovereign Financial Group, Inc. | 1.91% | Reduce -3.5% | 107,858 | $8.3M |
| City State Bank | 2.90% | Add +12.4% | 106,394 | $8.2M |
| RFG Advisory, LLC | 0.23% | Add +4.7% | 106,353 | $8.2M |
| Foundation Wealth Management, LLC\PA | 3.95% | — | 105,517 | $8.2M |
| Oak Hill Wealth Advisors, LLC | 1.92% | — | 104,353 | $8.1M |
| Culbertson A N & Co. Inc. | 1.25% | Add +1.4% | 101,996 | $7.9M |
| Elevated Capital Advisors, LLC | 2.15% | Add +69.6% | 101,973 | $7.9M |
| TFC Financial Management, Inc. | 1.25% | Reduce -0.5% | 101,890 | $7.9M |
| Shepherd Financial Partners LLC | 0.94% | Add +0.8% | 101,526 | $7.8M |
| Brown Advisory Inc. | 0.01% | Add +21.1% | 100,760 | $7.8M |
| Houlihan Financial Resource Group, Ltd. | 3.32% | Reduce -3.3% | 100,652 | $7.8M |
| SageView Advisory Group, LLC | 0.33% | Add +0.1% | 99,744 | $7.7M |
| Rf&l Wealth Management, LLC | 5.43% | Add +2.9% | 99,401 | $7.7M |
| FineMark National Bank & Trust | 0.27% | Add +3.3% | 99,293 | $7.7M |
| Man Group plc | 0.02% | Reduce -23.9% | 98,325 | $7.6M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -9.8% | 94,759 | $7.4M |
| Bleakley Financial Group, LLC | 0.22% | Add +17.6% | 94,691 | $7.3M |
| Arcadia Wealth Management, LLC | 3.70% | Add +5.7% | 94,586 | $7.3M |
| Clarity Capital Advisors, LLC | 4.84% | Add +27.6% | 93,608 | $7.2M |
| IHT Wealth Management, LLC | 0.23% | Reduce -47.4% | 92,888 | $7.2M |
| Assetmark, Inc. | 0.02% | Add +945.4% | 92,088 | $7.1M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -13.2% | 91,826 | $7.1M |
| HB Wealth Management, LLC | 0.07% | Add +37.6% | 91,605 | $7.1M |
| Bluestem Financial Advisors, LLC | 3.32% | Reduce -5.1% | 91,210 | $7.0M |
| McNaughton Wealth Management, LLC | 3.39% | Add +4.9% | 90,972 | $7.0M |
| Cambridge Associates LLC /Ma/ | 0.22% | No change | 89,072 | $6.9M |
| Washington Capital Management, Inc. | 5.41% | No change | 88,630 | $6.8M |
| Hart & Patterson Financial Group LLC | 3.32% | Add +2.3% | 88,505 | $6.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -8.8% | 88,295 | $6.8M |
| Kiely Wealth Advisory Group, Inc. | 4.36% | Add +14.0% | 87,702 | $6.8M |
| St Germain D J Co. Inc. | 0.31% | No change | 87,500 | $6.8M |
| Advisory Services Network, LLC | 0.13% | Add +30.6% | 87,323 | $6.7M |
| SouthState Bank Corp | 0.43% | Reduce -18.2% | 85,476 | $6.6M |
| Disciplina Capital Management LLC | 1.11% | Reduce -14.2% | 85,464 | $6.6M |
| Sunesis Advisors, LLC | 4.00% | Add +23.5% | 85,207 | $6.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -8.1% | 85,203 | $6.6M |
| IFP Advisors, Inc | 0.22% | Add +19.1% | 85,050 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.2% | 84,558 | $6.5M |
| Hopwood Financial Services, Inc. | 4.93% | — | 84,251 | $6.5M |
| Stone Summit Wealth LLC | 2.16% | Add +8.7% | 83,417 | $6.4M |
| Wincap Financial LLC | 6.55% | — | 83,143 | $6.4M |
| Dynasty Wealth Management, LLC | 0.11% | Add +0.8% | 83,081 | $6.4M |
| Central Pacific Bank - Trust Division | 0.87% | Add +3.1% | 82,519 | $6.4M |
| VCI Wealth Management LLC | 2.70% | New | 82,291 | $6.4M |
| LongView Wealth Management | 1.93% | Add +3.6% | 82,048 | $6.3M |
| Arcataur Capital Management LLC | 2.13% | Reduce -0.2% | 81,724 | $6.3M |
| Regal Investment Advisors LLC | 0.46% | Add +0.8% | 79,467 | $6.1M |
| Capital Investment Advisors, LLC | 0.13% | Add +4.3% | 79,362 | $6.1M |
| Kiley Juergens Wealth Management, LLC | 1.51% | Reduce -11.9% | 77,850 | $6.0M |
| Forza Wealth Management, LLC | 2.72% | Reduce -1.4% | 77,124 | $6.0M |
| Marquette Associates, Inc. | 4.93% | New | 76,887 | $5.9M |
| Exchange Traded Concepts, LLC | 0.12% | New | 76,729 | $5.9M |
| SignalPoint Asset Management, LLC | 1.42% | Add +59.5% | 75,675 | $5.8M |
| Morris Financial Concepts, Inc. | 2.51% | Add +6.9% | 75,658 | $5.8M |
| Sandy Cove Advisors, LLC | 2.28% | Reduce -6.5% | 74,981 | $5.8M |
| Prudent Man Advisors, LLC | 2.10% | Add +17.9% | 74,828 | $5.8M |
| LM Advisors LLC | 1.04% | No change | 74,684 | $5.8M |
| Uptown Financial Advisors LLC | 6.21% | — | 74,545 | $5.8M |
| Boston Family Office LLC | 0.40% | Reduce -2.5% | 74,496 | $5.8M |
| Patriot Investment Management Group, Inc. | 0.43% | Reduce -4.8% | 74,451 | $5.8M |
| Kanawha Capital Management LLC | 0.45% | Reduce -7.9% | 73,901 | $5.7M |
| Cranbrook Wealth Management, LLC | 1.30% | Reduce -2.1% | 72,678 | $5.6M |
| PCG Asset Management, LLC | 4.92% | — | 72,579 | $5.6M |
| Principal Securities, Inc. | 0.13% | Add +23.5% | 72,058 | $5.6M |
| Jane Street Group, LLC | 0.01% | New | 71,875 | $5.6M |
| Richmond Brothers, Inc. | 3.48% | New | 70,175 | $5.4M |
| Rathbones Group PLC | 0.03% | Add +4.3% | 70,018 | $5.4M |
| IFG Advisory, LLC | 0.30% | Reduce -2.3% | 69,422 | $5.4M |
| Affinity Capital Advisors, LLC | 1.00% | Add +7.3% | 69,104 | $5.3M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +4.7% | 68,928 | $5.3M |
| Apexium Financial, LP | 0.32% | Add +35.2% | 68,305 | $5.3M |
| Tranquilli Financial Advisor LLC | 3.34% | New | 68,153 | $5.3M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -19.1% | 68,036 | $5.3M |
| AE Wealth Management LLC | 0.04% | Add +2.6% | 67,789 | $5.2M |
| Raffa Wealth Management, LLC | 1.20% | Add +1.9% | 66,854 | $5.2M |
| Darrow Company, Inc. | 2.99% | Add +3.1% | 66,827 | $5.2M |
| Retirement Wealth Solutions LLC | 4.36% | — | 67,042 | $5.2M |
| Harbour Trust & Investment Management Co | 0.59% | Add +2.5% | 66,535 | $5.1M |
| Karpus Management, Inc. | 0.15% | Add +1.1% | 66,470 | $5.1M |
| Bath Savings Trust Co | 0.51% | Add +18.2% | 65,068 | $5.0M |
| Consolidated Portfolio Review Corp | 0.79% | Add +1.9% | 64,794 | $5.0M |
| Neumann Capital Management, LLC | 1.66% | Reduce -13.9% | 64,629 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +9.2% | 62,794 | $4.9M |
| Investment Planning Advisors, Inc. | 2.10% | New | 62,302 | $4.8M |
| Slow Capital, Inc. | 0.68% | Add +6.0% | 62,237 | $4.8M |
| Prosperity Consulting Group, LLC | 0.36% | Reduce -2.3% | 61,873 | $4.8M |
| Integrated Advisors Network LLC | 0.23% | Add +21.7% | 61,804 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +48.4% | 61,410 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +64.4% | 61,373 | $4.7M |
| Financial Advocates Investment Management | 0.27% | Add +14.0% | 61,194 | $4.7M |
| DBK Financial Counsel, LLC | 4.75% | Reduce -1.0% | 61,001 | $4.7M |
| Manuka Financial, LLC | 3.12% | — | 59,888 | $4.6M |
| PAX Financial Group, LLC | 0.83% | Add +0.6% | 59,752 | $4.6M |
| Pines Wealth Management, LLC | 1.97% | — | 58,749 | $4.5M |
| Beaird Harris Wealth Management, LLC | 0.39% | Add +13.2% | 58,521 | $4.5M |
| Mgo One Seven LLC | 0.17% | Add +2.0% | 58,071 | $4.5M |
| BHK Investment Advisors, LLC | 1.68% | Add +3.0% | 57,919 | $4.5M |
| Madrona Financial Services, LLC | 1.21% | Reduce -30.3% | 57,354 | $4.4M |
| Fonville Wealth Management LLC | 1.45% | Reduce -1.7% | 56,994 | $4.4M |
| Forum Private Client Group LLC | 1.96% | Add +0.7% | 56,987 | $4.4M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -4.5% | 56,970 | $4.4M |
| Sterling Financial Planning, Inc. | 1.61% | Add +28.8% | 56,572 | $4.4M |
| Semmax Financial Advisors Inc. | 1.16% | Add +5.2% | 56,416 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +3.1% | 56,265 | $4.3M |
| Bank of Hawaii | 0.24% | Reduce -11.4% | 56,065 | $4.3M |
| Consilium Wealth Advisory, LLC | 2.06% | New | 55,778 | $4.3M |
| Centennial Bank | 2.03% | Add +14.0% | 55,726 | $4.3M |
| Strategic Investment Advisors / MI | 0.46% | Add +2.1% | 55,563 | $4.3M |
| Sterling Investment Management, LLC | 3.37% | New | 55,541 | $4.3M |
| Bfsg, LLC | 0.50% | Reduce -2.0% | 55,486 | $4.3M |
| Independent Advisor Alliance | 0.06% | New | 55,056 | $4.3M |
| Agf Management Ltd. | 0.02% | Add +17.4% | 54,535 | $4.2M |
| Rockbridge Investment Management, LCC | 0.54% | Add +0.1% | 54,497 | $4.2M |
| Bull Oak Capital, LLC | 2.32% | Add +75.9% | 54,007 | $4.2M |
| Courage Miller Partners, LLC | 1.43% | Add +0.3% | 53,925 | $4.2M |
| Becker Capital Management Inc. | 0.14% | Reduce -1.1% | 53,902 | $4.2M |
| Spire Wealth Management | 0.13% | Reduce -0.3% | 53,762 | $4.2M |
| VestGen Investment Management | 1.13% | Reduce -0.1% | 53,731 | $4.2M |
| Parallel Advisors, LLC | 0.09% | Add +10.9% | 53,520 | $4.1M |
| BancFirst Trust & Investment Management | 1.86% | Add +1.1% | 53,411 | $4.1M |
| Successful Portfolios LLC | 2.76% | Add +22.4% | 53,360 | $4.1M |
| Signal Tree Financial Partners LLC | 4.84% | — | 53,324 | $4.1M |
| Haverford Trust Co | 0.04% | Reduce -5.3% | 53,310 | $4.1M |
| OMNI 360 Wealth, Inc. | 2.72% | Add +16.3% | 53,013 | $4.1M |
| First Hawaiian Bank | 0.13% | Add +11.1% | 52,393 | $4.0M |
| Acropolis Investment Management, LLC | 0.24% | Add +8.5% | 52,145 | $4.0M |
| Kades & Cheifetz LLC | 2.05% | Add +520.1% | 51,780 | $4.0M |
| Moller Wealth Partners | 1.05% | Reduce -2.9% | 51,593 | $4.0M |
| Aerodigm Wealth, LLC | 2.37% | Reduce -1.3% | 51,270 | $4.0M |
| Somnio Financial Group, LLC | 3.16% | Add +4.3% | 51,198 | $4.0M |
| Bluespring Wealth Management, LLC | 0.40% | Reduce -10.9% | 50,994 | $3.9M |
| Investment Partners, LTD. | 1.62% | Add +13.4% | 50,961 | $3.9M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -4.7% | 50,916 | $3.9M |
| Infinity Wealth Counsel, LLC | 4.15% | — | 50,341 | $3.9M |
| Traveka Wealth, LLC | 2.14% | Reduce -71.2% | 50,237 | $3.9M |
| Financial Gravity Companies, Inc. | 0.88% | Add +5.7% | 50,031 | $3.9M |
| Arrowroot Family Office, LLC | 2.00% | Add +62.1% | 49,680 | $3.8M |
| Lake Street Advisors Group, LLC | 0.18% | No change | 49,557 | $3.8M |
| Sagace Wealth Management LLC | 2.86% | New | 49,325 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +3.4% | 49,176 | $3.8M |
| SOL Capital Management CO | 0.42% | Reduce -1.0% | 48,715 | $3.8M |
| Ascent Group, LLC | 0.28% | Reduce -2.7% | 48,610 | $3.8M |
| Eastern Bank | 0.07% | Reduce -0.5% | 48,494 | $3.7M |
| Naples Global Advisors, LLC | 0.35% | Reduce -2.3% | 48,359 | $3.7M |
| Ti-Trust, Inc. | 2.50% | Add +3.6% | 48,227 | $3.7M |
| BIP Alliance, LLC | 1.57% | — | 47,925 | $3.7M |
| TCTC Holdings, LLC | 0.13% | No change | 47,394 | $3.7M |
| Evergreen Wealth Management, LLC | 2.16% | Add +2.6% | 47,364 | $3.7M |
| Flagstar Securities, Inc. | 0.90% | Add +9.9% | 47,019 | $3.6M |
| Per Stirling Capital Management, LLC. | 0.51% | Reduce -0.9% | 46,863 | $3.6M |
| Everett Harris & Co. | 0.05% | Add +0.2% | 46,455 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +25.4% | 46,293 | $3.6M |
| Wealth Architects, LLC | 0.40% | Add +1.1% | 46,131 | $3.6M |
| Baker Avenue Asset Management, LP | 0.11% | Add +0.3% | 45,879 | $3.5M |
| Avion Wealth | 0.91% | Reduce -7.0% | 45,846 | $3.5M |
| Wescott Financial Advisory Group, LLC | 0.37% | Reduce -13.0% | 45,747 | $3.5M |
| Colorado Capital Management, Inc. | 1.70% | Add +5.5% | 45,544 | $3.5M |
| National Bank of Canada | 0.00% | Reduce -35.0% | 45,459 | $3.5M |
| Fifth Third Securities, Inc. | 0.29% | Add +21.2% | 44,756 | $3.5M |
| Smartleaf Asset Management LLC | 0.35% | Add +80.8% | 44,633 | $3.4M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -36.0% | 44,446 | $3.4M |
| FIDELIS iM, LLC | 1.68% | Add +1.4% | 44,230 | $3.4M |
| Ahl Investment Management, Inc. | 2.37% | Add +38.1% | 43,876 | $3.4M |
| Prostatis Group LLC | 0.98% | Reduce -1.9% | 43,433 | $3.4M |
| Benjamin Edwards Inc. | 0.05% | Reduce -2.7% | 43,371 | $3.4M |
| PrairieView Partners, LLC | 0.35% | Reduce -93.5% | 43,377 | $3.4M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Reduce -11.5% | 42,850 | $3.3M |
| Parkworth Wealth Management, Inc. | 2.74% | — | 42,617 | $3.3M |
| Stephens Inc. | 0.05% | Add +3.5% | 42,492 | $3.3M |
| Patten Group, Inc. | 0.72% | Add +9.2% | 41,856 | $3.2M |
| Lodestone Wealth Management LLC | 1.61% | Add +0.3% | 41,516 | $3.2M |
| Sigma Planning Corp | 0.10% | Reduce -5.9% | 41,508 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +20.9% | 41,084 | $3.2M |
| HT Partners LLC | 1.07% | Reduce -3.6% | 40,767 | $3.2M |
| Atlatl Advisers LLC | 1.84% | — | 40,646 | $3.1M |
| CW Advisors, LLC | 0.04% | Add +0.4% | 40,591 | $3.1M |
| Calamos Wealth Management LLC | 0.15% | Reduce -2.9% | 39,308 | $3.0M |
| Silver Oak Securities, Incorporated | 0.28% | Add +6.9% | 39,224 | $3.0M |
| Websterrogers Financial Advisors, LLC | 1.05% | Add +1.4% | 39,181 | $3.0M |
| Performance Wealth Partners, LLC | 0.10% | Reduce -2.3% | 39,090 | $3.0M |
| Robinswood Financial LLC | 1.13% | Reduce -4.4% | 38,783 | $3.0M |
| Aquire Wealth Advisors, LLC | 0.93% | Reduce -7.7% | 38,781 | $3.0M |
| Westfuller Advisors, LLC | 1.90% | Add +0.6% | 38,710 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Reduce -7.8% | 38,638 | $3.0M |
| Red Mountain Financial, LLC | 3.21% | Reduce -7.1% | 38,576 | $3.0M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -4.1% | 38,445 | $3.0M |
| Accredited Wealth Management, LLC | 2.60% | — | 38,421 | $3.0M |
| Sovran Advisors, LLC | 0.42% | — | 38,561 | $3.0M |
| Old Port Advisors | 0.85% | Reduce -2.1% | 38,243 | $3.0M |
| Howard Financial Services, LTD. | 0.40% | Reduce -13.1% | 38,026 | $2.9M |
| OLIO Financial Planning | 1.03% | Reduce -76.2% | 37,989 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.56% | Reduce -5.9% | 37,982 | $2.9M |
| New Capital Management LP | 0.85% | Add +0.5% | 37,775 | $2.9M |
| Ridgewood Investments LLC | 1.41% | Add +117.5% | 37,742 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.7% | 37,609 | $2.9M |
| BLB&B Advisors, LLC | 0.15% | Add +3.3% | 37,586 | $2.9M |
| Main Street Financial Solutions, LLC | 0.28% | Add +15.8% | 37,302 | $2.9M |
| Retirement Planning Group, LLC | 0.14% | Reduce -48.4% | 37,225 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +59.0% | 37,144 | $2.9M |
| Jacobsen Capital Management | 1.22% | New | 37,115 | $2.9M |
| Citizens Financial Group Inc. | 0.05% | Add +81.7% | 36,238 | $2.8M |
| FC Advisory LLC | 0.94% | Add +1.9% | 36,232 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.45% | Add +0.1% | 36,154 | $2.8M |
| MAI Capital Management | 0.02% | New | 36,085 | $2.8M |
| Family Wealth Partners, LLC | 1.31% | Reduce -2.4% | 35,546 | $2.7M |
| FSB Premier Wealth Management, Inc. | 1.10% | Reduce -2.5% | 35,494 | $2.7M |
| Proffitt & Goodson Inc. | 0.45% | Reduce -2.5% | 35,375 | $2.7M |
| Jackson Creek Investment Advisors LLC | 0.82% | Add +4.8% | 35,269 | $2.7M |
| CogentBlue Wealth Advisors, LLC | 2.37% | — | 34,800 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -4.6% | 34,737 | $2.7M |
| Aua Capital Management, LLC | 1.70% | Add +0.0% | 34,236 | $2.6M |
| American Investment Services, Inc. | 0.47% | Add +0.2% | 34,117 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -93.0% | 33,933 | $2.6M |
| Axiom Financial Strategies, LLC | 1.46% | Reduce -1.0% | 33,829 | $2.6M |
| Columbia Asset Management | 0.50% | New | 33,796 | $2.6M |
| Fiduciary Group, LLC | 0.26% | Reduce -13.0% | 33,769 | $2.6M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -0.5% | 33,757 | $2.6M |
| Provident Wealth Management, LLC | 0.86% | Reduce -7.2% | 33,553 | $2.6M |
| Eclectic Associates Inc. | 0.76% | Add +4.2% | 33,360 | $2.6M |
| Ackerman Capital Advisors, LLC | 0.67% | Reduce -5.1% | 33,310 | $2.6M |
| Vantagepoint Investment Advisers LLC | 0.41% | No change | 33,300 | $2.6M |
| 180 Wealth Advisors, LLC | 0.40% | Reduce -6.9% | 32,879 | $2.5M |
| Whittier Trust Co. | 0.03% | Reduce -2.1% | 32,790 | $2.5M |
| Pine Harbor Wealth Management, LLC | 1.01% | Add +5.8% | 32,555 | $2.5M |
| Rosenberg Matthew Hamilton | 0.65% | Reduce -6.4% | 32,334 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -41.6% | 32,249 | $2.5M |
| Enstar Group LTD | 0.86% | No change | 32,166 | $2.5M |
| Aletheian Wealth Advisors LLC | 1.47% | Add +1.4% | 32,112 | $2.5M |
| Plancorp, LLC | 0.10% | Add +1.1% | 31,745 | $2.5M |
| Koshinski Asset Management, Inc. | 0.21% | Add +0.3% | 31,714 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -32.8% | 31,654 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +16.2% | 31,516 | $2.4M |
| Compound Planning, Inc. | 0.12% | Add +17.6% | 31,109 | $2.4M |
| Cadent Capital Advisors, LLC | 0.84% | Reduce -6.8% | 31,001 | $2.4M |
| Welch & Forbes LLC | 0.03% | Reduce -3.8% | 30,806 | $2.4M |
| Mma Asset Management LLC | 1.04% | Reduce -50.2% | 30,694 | $2.4M |
| Mengis Capital Management, Inc. | 0.48% | Reduce -7.6% | 30,530 | $2.4M |
| Thomasville National Bank | 0.17% | Reduce -0.8% | 30,357 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +58.5% | 30,276 | $2.3M |
| SeaBridge Investment Advisors LLC | 0.49% | Add +4.3% | 30,273 | $2.3M |
| Northwest Wealth Management, LLC | 0.50% | Reduce -6.5% | 30,250 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.8% | 30,098 | $2.3M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -91.1% | 29,983 | $2.3M |
| Hollencrest Capital Management | 0.09% | Reduce -5.2% | 29,317 | $2.3M |
| Everhart Financial Group, Inc. | 0.47% | Reduce -3.0% | 29,249 | $2.3M |
| Leeward Financial Partners, LLC | 0.79% | Add +8.3% | 28,755 | $2.2M |
| K2 Financial Inc. | 2.21% | — | 28,844 | $2.2M |
| Valley Wealth Managers, Inc. | 0.17% | Add +5.1% | 28,642 | $2.2M |
| NorthLanding Financial Partners, LLC | 2.23% | Add +4.4% | 28,585 | $2.2M |
| Roundview Capital LLC | 0.15% | Add +108.8% | 28,362 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | — | 28,347 | $2.2M |
| Navalign, LLC | 0.64% | Add +8.9% | 28,251 | $2.2M |
| Bragg Financial Advisors, Inc | 0.09% | Reduce -5.5% | 28,235 | $2.2M |
| Selective Wealth Management, Inc. | 0.88% | Reduce -3.2% | 28,138 | $2.2M |
| Cornerstone Financial Group, LLC | 2.13% | — | 28,001 | $2.2M |
| Ascentis Independent Advisors | 0.41% | Add +17.0% | 27,509 | $2.1M |
| Csenge Advisory Group | 0.11% | Reduce -8.4% | 27,304 | $2.1M |
| Townsquare Capital LLC | 0.02% | Reduce -21.5% | 27,288 | $2.1M |
| Ally Invest Advisors Inc. | 0.18% | Add +13.5% | 27,130 | $2.1M |
| Family Legacy, Inc. | 0.71% | Reduce -0.4% | 27,044 | $2.1M |
| Arbor Wealth Advisors LLC | 1.86% | Add +23.8% | 27,024 | $2.1M |
| Grey Fox Wealth Advisors, LLC | 0.57% | Add +7.6% | 26,683 | $2.1M |
| HMV Wealth Advisors, LLC | 2.06% | — | 26,640 | $2.1M |
| DGS Capital Management, LLC | 0.51% | Add +14.2% | 26,613 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -3.7% | 26,407 | $2.0M |
| Massachusetts Wealth Management | 1.26% | Reduce -1.8% | 26,339 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Add +79.5% | 26,031 | $2.0M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -0.4% | 26,002 | $2.0M |
| Verum Partners LLC | 0.57% | Reduce -3.0% | 25,695 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 25,546 | $2.0M |
| Summit Wealth Partners, LLC | 0.40% | Reduce -1.5% | 25,494 | $2.0M |
| Soltis Investment Advisors LLC | 0.18% | Add +76.0% | 25,482 | $2.0M |
| Evanson Asset Management, LLC | 0.13% | Add +0.6% | 25,414 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +62.3% | 25,407 | $2.0M |
| Calton & Associates, Inc. | 0.86% | Add +61.1% | 25,204 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | Add +11.1% | 24,990 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $1.9M |
| Drucker Wealth 3.0, LLC | 0.45% | Reduce -23.4% | 24,984 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Reduce -0.6% | 24,964 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.40% | Add +2.3% | 24,806 | $1.9M |
| Kovack Advisors, Inc. | 0.19% | Add +1.0% | 24,804 | $1.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -14.0% | 24,787 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Add +96.2% | 24,773 | $1.9M |
| Jmac Enterprises LLC | 0.30% | Add +1.5% | 24,417 | $1.9M |
| Country Club Bank | 0.13% | Add +5.4% | 24,264 | $1.9M |
| Caldwell Trust Co | 0.20% | Add +5.2% | 24,236 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +5.2% | 24,223 | $1.9M |
| Secured Retirement Advisors, LLC | 1.07% | Reduce -4.0% | 24,196 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -2.7% | 23,659 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Reduce -6.4% | 23,657 | $1.8M |
| Compass Ion Advisors, LLC | 0.22% | Reduce -5.0% | 23,473 | $1.8M |
| Ascent Wealth Partners, LLC | 0.24% | Add +8.4% | 23,473 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -4.1% | 23,332 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.7% | 23,243 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +22.6% | 23,210 | $1.8M |
| Savvy Advisors, Inc. | 0.21% | Reduce -0.3% | 23,138 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.5% | 23,083 | $1.8M |
| Hershey Financial Advisers, LLC | 1.57% | — | 23,034 | $1.8M |
| Summit Financial Strategies, Inc. | 0.19% | Add +3.9% | 22,839 | $1.8M |
| Adero Partners, LLC | 0.11% | Add +1.6% | 22,541 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.36% | Add +1.4% | 22,458 | $1.7M |
| Riggs Capital Management LLC | 1.70% | — | 22,373 | $1.7M |
| Level Wealth Management LLC | 1.22% | — | 22,261 | $1.7M |
| CoreCap Advisors, LLC | 0.08% | Add +4.5% | 22,187 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +59.1% | 22,031 | $1.7M |
| Fiduciary Advisors, Inc. | 1.68% | — | 21,645 | $1.7M |
| Foster Group, Inc. | 0.06% | Add +8.8% | 21,495 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.96% | Reduce -4.0% | 20,846 | $1.6M |
| First Interstate Bank | 0.10% | Add +17.0% | 20,685 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.0% | 20,594 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.74% | Reduce -15.3% | 20,555 | $1.6M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +5.9% | 20,427 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.41% | Add +0.5% | 20,325 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.58% | Reduce -4.0% | 20,254 | $1.6M |
| Allodium Investment Consultants, LLC | 1.30% | — | 20,178 | $1.6M |
| Signal Advisors Wealth, LLC | 0.18% | Reduce -1.4% | 20,023 | $1.5M |
| Estate Counselors, LLC | 0.16% | No change | 19,931 | $1.5M |
| One Wealth Map LLC | 0.93% | Reduce -5.2% | 19,631 | $1.5M |
| Midwest Capital Advisors, LLC | 1.11% | — | 19,699 | $1.5M |
| Merriman Wealth Management, LLC | 0.06% | Add +3.8% | 19,657 | $1.5M |
| Earned Wealth Advisors, LLC | 0.48% | Add +4.4% | 19,565 | $1.5M |
| Kondo Wealth Advisors, Inc. | 0.77% | — | 19,548 | $1.5M |
| New Century Financial Group, LLC | 0.64% | Add +3.0% | 19,499 | $1.5M |
| Unison Advisors LLC | 0.18% | Reduce -26.3% | 19,280 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.55% | Reduce -8.8% | 19,115 | $1.5M |
| Evensky & Katz LLC | 0.10% | Add +22.7% | 19,114 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.11% | Reduce -2.0% | 19,055 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +10.0% | 19,012 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.29% | Reduce -2.9% | 19,012 | $1.5M |
| Waller Financial Planning Group, Inc. | 0.37% | Reduce -2.4% | 18,938 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +5.4% | 18,875 | $1.5M |
| Bokf, NA | 0.02% | Add +5.6% | 18,909 | $1.5M |
| Allen Investment Management, LLC | 0.02% | Add +2.4% | 18,728 | $1.4M |
| PFG Advisors | 0.09% | Reduce -15.1% | 18,582 | $1.4M |
| Valley Financial Group, Inc. | 0.99% | Reduce -3.4% | 18,470 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -13.4% | 18,294 | $1.4M |
| Pacific Financial Group Inc. | 1.03% | Reduce -0.5% | 18,047 | $1.4M |
| Aries Wealth Management | 0.38% | Add +0.3% | 18,006 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Reduce -1.8% | 17,941 | $1.4M |
| Ashton Thomas Securities, LLC | 0.38% | Add +2.3% | 17,910 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.75% | Add +465.6% | 17,772 | $1.4M |
| RCS Financial Planning, LLC | 0.73% | Reduce -22.5% | 17,735 | $1.4M |
| Thompson Investment Management, Inc. | 0.20% | Add +19.3% | 17,732 | $1.4M |
| Kathmere Capital Management, LLC | 0.12% | Add +25.6% | 17,545 | $1.4M |
| Certior Financial Group, LLC | 1.20% | — | 17,464 | $1.3M |
| First PREMIER Bank | 0.34% | Add +0.7% | 17,177 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -16.8% | 17,102 | $1.3M |
| Keybank National Association | 0.01% | Add +14.1% | 17,041 | $1.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0.63% | Reduce -3.1% | 17,024 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +163.2% | 16,997 | $1.3M |
| Jim Saulnier & Associates, LLC | 1.13% | Add +16.3% | 16,949 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.05% | Add +2.4% | 16,900 | $1.3M |
| Montecito Bank & Trust | 0.22% | Reduce -4.2% | 16,679 | $1.3M |
| Larson Financial Group LLC | 0.07% | Reduce -3.2% | 16,664 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +0.1% | 16,453 | $1.3M |
| Lokken Investment Group LLC | 0.55% | Add +11.9% | 16,446 | $1.3M |
| Root Financial Partners, LLC | 0.16% | Add +61.0% | 16,354 | $1.3M |
| Marcum Wealth, LLC | 0.11% | Add +1.9% | 16,329 | $1.3M |
| Stonebridge Financial Group, LLC | 0.14% | — | 16,226 | $1.3M |
| Wingate Wealth Advisors, Inc. | 1.22% | — | 16,112 | $1.2M |
| Burney Co./ | 0.04% | Reduce -2.0% | 15,792 | $1.2M |
| Graypoint LLC | 0.07% | Reduce -10.0% | 15,770 | $1.2M |
| Greenwood Gearhart LLC | 0.08% | New | 15,743 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.39% | Add +1.1% | 15,703 | $1.2M |
| TruNorth Capital Management, LLC | 0.33% | Reduce -29.2% | 15,652 | $1.2M |
| Southland Equity Partners LLC | 0.28% | Add +0.7% | 15,573 | $1.2M |
| Hardy Reed LLC | 0.11% | Reduce -2.5% | 15,497 | $1.2M |
| VERITY Wealth Advisors | 0.86% | No change | 15,496 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -5.6% | 15,293 | $1.2M |
| Prelude Capital Management, LLC | 0.10% | Reduce -42.7% | 15,270 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.73% | Add +19.4% | 15,199 | $1.2M |
| Burt Wealth Advisors | 0.30% | Reduce -2.1% | 15,133 | $1.2M |
| Independent Family Office, LLC | 0.60% | Add +4.5% | 14,979 | $1.2M |
| Disciplined Investments, LLC | 0.57% | Add +27.9% | 14,972 | $1.2M |
| Global Financial Private Client, LLC | 0.43% | Add +3.3% | 14,908 | $1.2M |
| Essex Financial Services, Inc. | 0.08% | Add +5.2% | 14,607 | $1.1M |
| Range Financial Group LLC | 0.52% | Reduce -15.2% | 14,575 | $1.1M |
| Texas Bank & Trust Co | 0.46% | — | 14,540 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +37.5% | 14,478 | $1.1M |
| Security Financial Services, INC. | 0.23% | Reduce -0.9% | 14,439 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -8.1% | 14,436 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | Add +2.7% | 14,425 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -2.2% | 14,320 | $1.1M |
| PMG Wealth Management, Inc. | 1.00% | — | 14,268 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +17.1% | 14,058 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -30.2% | 14,056 | $1.1M |
| FourThought Financial Partners, LLC | 0.11% | Add +0.0% | 14,053 | $1.1M |
| Cooper Financial Group | 0.13% | Add +0.1% | 14,052 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.1% | 14,034 | $1.1M |
| International Private Wealth Advisors LLC | 1.08% | Add +176.0% | 13,993 | $1.1M |
| World Equity Group, Inc. | 0.23% | New | 13,874 | $1.1M |
| Riverbend Wealth Management, LLC | 0.95% | — | 13,823 | $1.1M |
| Advyzon Investment Management, LLC | 0.41% | — | 13,822 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Reduce -35.1% | 13,758 | $1.1M |
| Archer Investment Corp | 0.28% | Reduce -2.2% | 13,757 | $1.1M |
| Legacy Solutions, LLC | 1.15% | — | 13,705 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -2.2% | 13,682 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -3.5% | 13,614 | $1.1M |
| Wealthstream Advisors, Inc. | 0.19% | Add +1.2% | 13,513 | $1.0M |
| MBL Wealth, LLC | 0.10% | Add +7.2% | 13,435 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.0% | 13,404 | $1.0M |
| First National Bank of Omaha | 0.07% | Add +5.9% | 13,413 | $1.0M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.5% | 13,311 | $1.0M |
| Andrews, Lucia Wealth Management LLC | 0.69% | Reduce -2.9% | 13,051 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -19.1% | 13,280 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +0.0% | 13,115 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Add +1.9% | 13,100 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -8.9% | 12,911 | $998K |
| Trust Co. of Vermont | 0.05% | Add +7.3% | 12,893 | $996K |
| Absolute Capital Management, LLC | 0.55% | Add +17.1% | 12,798 | $989K |
| Cambridge Capital Management, LLC | 0.63% | Reduce -3.0% | 12,793 | $989K |
| Tumwater Wealth Management, LLC | 0.52% | — | 12,726 | $983K |
| Capital Insight Partners, LLC | 0.17% | Reduce -5.0% | 12,625 | $976K |
| RIA Advisory Group LLC | 0.33% | Reduce -10.2% | 12,563 | $971K |
| Transcendent Capital Group LLC | 0.50% | Reduce -0.4% | 12,522 | $968K |
| Maripau Wealth Management LLC | 0.57% | Reduce -14.4% | 12,505 | $966K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 12,500 | $966K |
| Red Wave Investments LLC | 0.34% | Reduce -10.5% | 12,497 | $966K |
| Chapin Davis, Inc. | 0.31% | No change | 12,141 | $955K |
| TCI Wealth Advisors, Inc. | 0.08% | Reduce -8.5% | 12,188 | $942K |
| Simplicity Wealth,LLC | 0.20% | Reduce -16.1% | 12,180 | $941K |
| Millennium Management | 0.00% | Reduce -23.9% | 12,155 | $939K |
| Treynor Bancshares, Inc. | 0.99% | Reduce -28.0% | 12,153 | $939K |
| Western Wealth Management, LLC | 0.05% | Reduce -6.1% | 12,148 | $939K |
| Lighthouse Wealth Management Inc. | 0.85% | — | 12,024 | $929K |
| AdvisorNet Financial, Inc | 0.08% | Add +13.8% | 11,990 | $927K |
| Powers Advisory Group, LLC | 0.46% | Reduce -1.1% | 11,871 | $917K |
| Aureus Asset Management, LLC | 0.06% | Add +2.0% | 11,819 | $913K |
| Guidance Capital, Inc. | 0.28% | Add +6.3% | 11,761 | $910K |
| Continuum Advisory, LLC | 0.12% | Add +7.3% | 11,758 | $909K |
| Brighton Jones LLC | 0.03% | Add +38.8% | 11,661 | $901K |
| Private Wealth Group, LLC | 0.44% | Reduce -0.7% | 11,645 | $900K |
| Fiera Capital Corp | 0.00% | Add +2.5% | 11,615 | $897K |
| Monument Group Wealth Advisors, LLC | 0.64% | Add +1.0% | 11,612 | $897K |
| Brand Asset Management Group, Inc. | 0.36% | Add +13.7% | 11,550 | $892K |
| Argent Trust Co | 0.04% | No change | 11,530 | $891K |
| CVA Family Office, LLC | 0.14% | Add +374.6% | 11,522 | $890K |
| Michael A. Dubis Financial Planning, LLC | 0.85% | — | 11,410 | $882K |
| REAP Financial Group, LLC | 0.22% | Add +3.9% | 11,353 | $877K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -1.3% | 11,289 | $872K |
| Aspiriant, LLC | 0.03% | Reduce -33.2% | 11,200 | $865K |
| Gridiron Partners, LLC | 0.55% | No change | 11,193 | $865K |
| Moneco Advisors, LLC | 0.09% | Reduce -3.5% | 11,159 | $862K |
| Opus Capital Group, LLC | 0.11% | No change | 11,095 | $857K |
| United Bank | 0.10% | No change | 11,034 | $853K |
| Two Sigma Securities, LLC | 0.15% | Reduce -20.9% | 11,026 | $852K |
| PFG Investments, LLC | 0.05% | Add +58.2% | 11,014 | $851K |
| New York Life Investment Management LLC | 0.01% | Add +9.1% | 10,951 | $846K |
| Gradient Capital Advisors, LLC | 0.27% | Reduce -12.7% | 10,870 | $840K |
| Motco | 0.09% | Reduce -7.9% | 10,864 | $839K |
| Team Financial Group, LLC | 0.48% | Reduce -9.7% | 10,847 | $838K |
| Loudon Investment Management, LLC | 0.47% | Add +4.1% | 10,737 | $830K |
| Compass Wealth Management LLC | 0.20% | Add +18.6% | 10,623 | $821K |
| Narus Financial Partners, LLC | 0.28% | Reduce -38.6% | 10,582 | $818K |
| Red Cedar Investment Management, LLC | 0.10% | No change | 10,560 | $816K |
| Elevatus Welath Management | 0.28% | Add +106.4% | 10,543 | $815K |
| Barrett & Company, Inc. | 0.34% | Reduce -7.5% | 10,531 | $814K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.3% | 10,478 | $809K |
| Equity Investment Corp. | 0.02% | Add +76.7% | 10,438 | $807K |
| Optima Capital LLC | 0.55% | — | 10,307 | $796K |
| Alhambra Investment Management LLC | 0.41% | No change | 10,246 | $792K |
| Moors & Cabot, Inc. | 0.04% | Reduce -17.0% | 10,198 | $788K |
| Forthright Family Wealth Advisory LLC | 0.51% | Add +50.3% | 10,165 | $785K |
| Center For Asset Management LLC | 0.50% | Reduce -1.1% | 10,080 | $779K |
| SRH Advisors, LLC | 0.23% | No change | 10,000 | $773K |
| Vontobel Holding Ltd. | 0.00% | New | 10,000 | $773K |
| ABLE Financial Group, LLC | 0.23% | Reduce -13.9% | 9,996 | $772K |
| Montag A & Associates Inc. | 0.04% | No change | 9,979 | $771K |
| Chico Wealth RIA | 0.67% | Reduce -27.6% | 9,955 | $769K |
| FMR LLC | 0.00% | Reduce -1.4% | 9,920 | $767K |
| Sellwood Investment Partners LLC | 0.41% | — | 9,915 | $766K |
| Maia Wealth LLC | 0.16% | Add +30.5% | 9,864 | $765K |
| Greenbush Financial Group, LLC | 0.40% | — | 9,887 | $764K |
| Asset Management Group, Inc. | 0.13% | Add +0.9% | 9,806 | $758K |
| Van Cleef Asset Management,Inc | 0.08% | Reduce -2.5% | 9,765 | $755K |
| Bison Wealth, LLC | 0.09% | — | 9,723 | $751K |
| Biltmore Family Office, LLC | 0.13% | Reduce -4.3% | 9,701 | $750K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +33.6% | 9,649 | $746K |
| Minot DeBlois Advisors LLC | 0.68% | — | 9,623 | $744K |
| Evolution Wealth Advisors, LLC | 0.12% | Reduce -1.0% | 9,530 | $736K |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Add +33.4% | 9,509 | $735K |
| Brookmont Capital Management | 0.39% | Add +50.1% | 9,438 | $729K |
| Cumberland Advisors Inc. | 0.29% | Add +0.5% | 9,435 | $729K |
| Summit Wealth Group, LLC | 0.21% | Reduce -32.2% | 9,405 | $727K |
| Merkkuri Wealth Advisors LLC | 0.57% | Add +10.7% | 9,378 | $725K |
| Financial Counselors Inc. | 0.01% | Reduce -2.1% | 9,330 | $721K |
| Mainsail Asset Management, LLC | 0.50% | Add +40.4% | 9,327 | $721K |
| Americana Partners, LLC | 0.03% | Reduce -37.7% | 9,289 | $718K |
| Rossby Financial, LCC | 0.45% | — | 9,256 | $715K |
| Evoke Wealth, LLC | 0.02% | No change | 9,240 | $714K |
| Hickory Point Bank & Trust | 0.63% | — | 9,200 | $711K |
| Reyes Financial Architecture, Inc. | 0.55% | — | 9,116 | $704K |
| Cibc World Market Inc. | 0.00% | Reduce -7.3% | 9,110 | $704K |
| Redwood Investment Management, LLC | 0.07% | Reduce -3.2% | 9,021 | $697K |
| Quantinno Capital Management LP | 0.01% | New | 8,993 | $695K |
| Alamar Capital Management, LLC | 0.38% | Add +10.5% | 8,975 | $693K |
| Quadrant Capital Group LLC | 0.05% | Reduce -39.3% | 8,947 | $691K |
| JT Stratford LLC | 0.11% | Add +1.8% | 8,915 | $689K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +4.3% | 8,910 | $688K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +4.7% | 8,910 | $688K |
| Waverly Advisors, LLC | 0.01% | Add +40.8% | 8,860 | $685K |
| Stephens Consulting, LLC | 0.17% | Add +21.9% | 8,831 | $682K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -4.3% | 8,799 | $680K |
| Acorn Wealth Advisors, LLC | 0.28% | Add +112.0% | 8,768 | $677K |
| Aegis Wealth Management LLC | 0.46% | — | 8,743 | $676K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 8,664 | $669K |
| Tiemann Investment Advisors, LLC | 0.30% | No change | 8,660 | $669K |
| American Institute for Advanced Investment Management, LLP | 0.49% | Add +1.0% | 8,573 | $662K |
| Etesian Wealth Advisors, Inc. | 0.29% | Reduce -12.4% | 8,471 | $655K |
| SAM Advisors, LLC | 0.24% | Add +33.1% | 8,464 | $654K |
| Simmons Bank | 0.05% | Reduce -22.1% | 8,439 | $652K |
| Two West Capital Advisors LLC | 0.56% | Reduce -2.8% | 8,419 | $651K |
| Private Portfolio Partners LLC | 0.12% | Add +22.4% | 8,348 | $645K |
| Accelerate Investment Advisors LLC | 0.56% | Add +8.6% | 8,288 | $640K |
| Wick Capital Partners, LLC | 0.19% | New | 8,150 | $630K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -5.8% | 8,118 | $627K |
| SpringVest Wealth Management LLC | 0.54% | — | 8,095 | $626K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -6.9% | 8,090 | $625K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.0% | 8,055 | $622K |
| TrueWealth Advisors, LLC | 0.21% | Add +0.1% | 8,047 | $622K |
| Barnes Wealth Management Group, Inc | 0.42% | — | 8,043 | $621K |
| AMG National Trust Bank | 0.02% | Reduce -12.9% | 8,042 | $621K |
| Arete Wealth Advisors, LLC | 0.04% | Add +8.5% | 7,958 | $615K |
| HCR Wealth Advisors | 0.08% | No change | 7,940 | $614K |
| NBT Bank, N.A. | 0.04% | No change | 7,928 | $613K |
| Canvas Wealth Advisors, LLC | 0.15% | Reduce -0.4% | 7,828 | $605K |
| L.K. Benson & Company, P.C. | 0.42% | — | 7,791 | $602K |
| Maiden Cove Capital, LLC | 0.92% | Add +31.3% | 7,769 | $600K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -6.6% | 7,732 | $597K |
| LBMC Investment Advisors, LLC | 0.05% | Reduce -7.1% | 7,671 | $593K |
| Fisher Asset Management | 0.00% | Add +157.1% | 7,624 | $589K |
| One Day In July LLC | 0.06% | Reduce -53.0% | 7,620 | $589K |
| Brown, Lisle/Cummings, Inc. | 0.17% | No change | 7,553 | $584K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -6.2% | 7,549 | $583K |
| Davidson Trust Co. | 0.30% | Reduce -0.2% | 7,538 | $582K |
| Pinnacle Associates Ltd. | 0.01% | New | 7,509 | $580K |
| Franklin Resources Inc. | 0.00% | Reduce -5.0% | 7,500 | $580K |
| Argus Investors' Counsel, Inc. | 0.39% | Add +6.6% | 7,478 | $578K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.6% | 7,478 | $578K |
| Howland Capital Management LLC | 0.03% | New | 7,474 | $578K |
| Corus Family Wealth Advisors | 0.39% | New | 7,462 | $577K |
| Chatham Capital Group, Inc. | 0.09% | No change | 7,459 | $576K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -24.0% | 7,434 | $574K |
| Arkadios Wealth Advisors | 0.03% | Reduce -12.4% | 7,403 | $572K |
| Pointe Capital Management LLC | 0.33% | No change | 7,370 | $569K |
| Madden Advisory Services, Inc. | 0.26% | Add +0.8% | 7,290 | $563K |
| Modern Wealth Management, LLC | 0.02% | New | 7,274 | $562K |
| Clearstead Advisors, LLC | 0.01% | Add +2.9% | 7,246 | $560K |
| Prudent Man Investment Management, Inc. | 0.31% | — | 7,234 | $559K |
| Life Planning Partners, Inc | 0.51% | Reduce -0.3% | 7,188 | $555K |
| FSM Wealth Advisors, LLC | 0.13% | New | 7,084 | $548K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -8.7% | 7,090 | $548K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.6% | 7,041 | $544K |
| Total Wealth Planning, LLC | 0.08% | Add +0.1% | 7,024 | $543K |
| Ruedi Wealth Management, Inc. | 0.17% | Add +0.8% | 7,016 | $542K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Reduce -97.6% | 6,912 | $534K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 6,253 | $533K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +0.1% | 6,827 | $529K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -36.0% | 6,841 | $529K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.20% | Add +8.1% | 6,825 | $527K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 6,817 | $527K |
| Wealth Advisory Solutions, LLC | 0.15% | Reduce -18.7% | 6,762 | $523K |
| Bessemer Group Inc. | 0.00% | Add +5.0% | 6,723 | $519K |
| Tobias Financial Advisors, Inc. | 0.10% | Add +0.8% | 6,708 | $518K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +82.1% | 6,689 | $517K |
| Breakwater Investment Management | 0.22% | No change | 6,664 | $515K |
| Reliant Investment Partners, LLC | 0.45% | — | 6,635 | $513K |
| Stockman Wealth Management, Inc. | 0.08% | Add +2.4% | 6,625 | $512K |
| Legacy PCG, LLC | 0.36% | Reduce -24.5% | 6,606 | $510K |
| RoundAngle Advisors LLC | 0.48% | — | 6,583 | $509K |
| ARK & TLK Investments, LLC | 0.18% | Reduce -3.6% | 6,559 | $507K |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -81.8% | 6,510 | $503K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.8% | 6,478 | $501K |
| Austin Wealth Management, LLC | 0.10% | Reduce -29.2% | 6,460 | $499K |
| Daymark Wealth Partners, LLC | 0.02% | New | 6,462 | $499K |
| Clientfirst Wealth Management, LLC | 0.50% | — | 6,437 | $497K |
| Baron Financial Group, LLC | 0.31% | Reduce -0.2% | 6,385 | $493K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.8% | 6,384 | $493K |
| Womack Financial LLC | 0.44% | — | 6,377 | $493K |
| BCS Wealth Management | 0.12% | New | 6,345 | $490K |
| Radnor Capital Management, LLC | 0.08% | Reduce -1.9% | 6,347 | $490K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.0% | 6,298 | $487K |
| Coordinated Financial Services, Inc. | 0.38% | — | 6,286 | $486K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +0.7% | 6,275 | $485K |
| Woodward Diversified Capital, LLC | 0.36% | New | 6,273 | $485K |
| V2 Financial group LLC | 0.29% | Add +76.3% | 6,264 | $484K |
| A. D. Beadell Investment Counsel, Inc. | 0.39% | Add +1.2% | 6,262 | $483K |
| Trilogy Capital Inc. | 0.02% | Add +11.4% | 6,238 | $482K |
| Potomac Fund Management Inc. | 0.03% | — | 6,238 | $482K |
| American Capital Advisory, LLC | 0.27% | Add +0.5% | 6,236 | $482K |
| Eagle Strategies LLC | 0.08% | Add +5.5% | 6,231 | $481K |
| WoodTrust Financial Corp | 0.07% | Add +85.6% | 6,226 | $481K |
| Palisades Hudson Asset Management, L.P. | 0.20% | Add +0.9% | 6,206 | $480K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.4% | 6,211 | $480K |
| Meridian Investment Counsel Inc. | 0.14% | No change | 6,205 | $479K |
| Kelly Financial Services LLC | 0.17% | Reduce -46.8% | 6,190 | $478K |
| Rock Point Advisors, LLC | 0.14% | Add +5.1% | 6,165 | $476K |
| FSA Investment Group, LLC | 0.41% | — | 6,144 | $473K |
| Principia Wealth Advisory, LLC | 0.44% | — | 6,099 | $471K |
| First Manhattan Co. Llc. | 0.00% | Add +8.3% | 6,089 | $470K |
| Olde Wealth Management, LLC | 0.17% | Reduce -0.2% | 6,085 | $470K |
| Dakota Wealth Management | 0.01% | Reduce -7.7% | 6,050 | $468K |
| Webster Bank, N. A. | 0.05% | No change | 6,017 | $465K |
| VSM Wealth Advisory, LLC | 0.17% | — | 5,999 | $464K |
| Shore Point Advisors, LLC | 0.25% | Add +9.3% | 5,997 | $463K |
| Pacific Point Advisors, LLC | 0.28% | — | 5,980 | $463K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -7.3% | 5,980 | $462K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -47.7% | 5,954 | $460K |
| Ballentine Capital Advisors, Inc | 0.24% | Reduce -0.5% | 5,933 | $458K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +72.6% | 5,909 | $457K |
| Inspirion Wealth Advisors, LLC | 0.06% | Reduce -3.2% | 5,839 | $451K |
| United Advisor Group, LLC | 0.09% | Reduce -9.7% | 5,831 | $451K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -51.8% | 5,824 | $450K |
| MeadowBrook Investment Advisors LLC | 0.40% | New | 5,800 | $448K |
| Hiley Hunt Wealth Management | 0.25% | Add +2.6% | 5,797 | $448K |
| Squire Investment Management Company, LLC | 0.20% | Reduce -14.5% | 5,792 | $448K |
| Shayne & Jacobs, LLC | 0.12% | No change | 5,775 | $446K |
| Envision Financial Planning, LLC | 0.23% | Add +118.1% | 5,772 | $446K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +10.8% | 5,769 | $446K |
| Seizert Capital Partners, LLC | 0.02% | Add +1.1% | 5,745 | $444K |
| Intergy Private Wealth, LLC | 0.16% | Add +1.6% | 5,719 | $442K |
| Retireful, LLC | 0.25% | No change | 5,711 | $441K |
| James Investment Research, Inc. | 0.05% | New | 5,700 | $440K |
| Stewardship Advisors, LLC | 0.12% | Add +48.2% | 5,651 | $437K |
| Lord & Richards Wealth Management, LLC | 0.92% | — | 5,650 | $437K |
| German American Bancorp, Inc. | 0.05% | No change | 5,623 | $434K |
| Anchor Investment Management, LLC | 0.04% | Reduce -6.8% | 5,581 | $431K |
| Wealth Group, Ltd. | 0.28% | Add +6.0% | 5,561 | $430K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +1.0% | 5,529 | $427K |
| Compass Capital Corp. /Ma/ | 0.17% | — | 5,520 | $427K |
| Liberty Wealth Management LLC | 0.07% | Add +15.4% | 5,484 | $425K |
| Global Assets Advisory, LLC | 0.23% | New | 5,461 | $422K |
| Tortoise Investment Management, LLC | 0.04% | Add +2.0% | 5,459 | $422K |
| Vestia Personal Wealth Advisors | 0.34% | Add +3.3% | 5,407 | $418K |
| Godshalk Welsh Capital Management, Inc. | 0.27% | Add +5.5% | 5,342 | $413K |
| Topel & Distasi Wealth Management, LLC | 0.18% | No change | 5,332 | $412K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.1% | 5,294 | $409K |
| Mainstream Capital Management LLC | 0.28% | No change | 5,245 | $405K |
| Nabity-Jensen Investment Management Inc | 0.31% | No change | 5,240 | $405K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +6.8% | 5,225 | $404K |
| Delta Financial Advisors LLC | 0.15% | Reduce -9.8% | 5,219 | $403K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -0.4% | 5,200 | $402K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $401K |
| TBH Global Asset Management, LLC | 0.10% | Add +14.1% | 5,187 | $401K |
| Claris Financial LLC | 0.26% | — | 5,119 | $396K |
| Davis R M Inc. | 0.01% | No change | 5,100 | $394K |
| Delta Financial Group, Inc. | 0.09% | New | 5,085 | $393K |
| Strategic Blueprint, LLC | 0.02% | Reduce -18.8% | 5,057 | $391K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 5,055 | $391K |
| Topsail Wealth Management, LLC | 0.08% | — | 5,042 | $390K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 5,030 | $389K |
| Baker Ellis Asset Management LLC | 0.06% | Reduce -0.4% | 5,000 | $386K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -5.3% | 4,960 | $383K |
| Duncan Williams Asset Management, LLC | 0.15% | No change | 4,952 | $383K |
| NorthStar Asset Management LLC | 0.24% | Add +1.3% | 4,946 | $382K |
| Camden National Bank | 0.06% | Reduce -5.3% | 4,932 | $381K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.1% | 4,930 | $381K |
| Peninsula Wealth, LLC | 0.06% | No change | 4,914 | $380K |
| My Personal CFO, LLC | 0.19% | Reduce -15.3% | 4,899 | $379K |
| Gateway Wealth Partners, LLC | 0.10% | Add +1.2% | 4,866 | $376K |
| Elios Financial Group Inc. | 0.18% | Add +0.5% | 4,863 | $376K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +1.2% | 4,851 | $375K |
| Quantum Private Wealth, LLC | 0.12% | No change | 4,847 | $375K |
| Apeiron RIA LLC | 0.10% | Add +1.0% | 4,826 | $373K |
| BIP Wealth, LLC | 0.02% | Add +30.9% | 4,786 | $370K |
| Keystone Financial Group, Inc. | 0.30% | — | 4,776 | $369K |
| Private Management Group Inc. | 0.01% | Reduce -50.4% | 4,739 | $366K |
| Elmwood Wealth Management, Inc. | 0.15% | Reduce -67.9% | 4,725 | $365K |
| Wynn Capital, LLC | 0.23% | No change | 4,700 | $363K |
| FDx Advisors, Inc. | 0.10% | Reduce -36.6% | 4,642 | $359K |
| Oak Wealth Advisors LLC | 0.28% | — | 4,638 | $358K |
| Centaurus Financial, Inc. | 0.02% | Add +2.4% | 4,606 | $356K |
| Watchman Group, Inc. | 0.09% | Reduce -10.7% | 4,595 | $355K |
| S.A. Mason LLC | 0.19% | Reduce -1.1% | 4,585 | $354K |
| Colonial River Investments, LLC | 0.17% | Reduce -11.8% | 4,583 | $354K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -7.5% | 4,583 | $354K |
| SVB Wealth LLC | 0.01% | New | 4,582 | $354K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | New | 4,566 | $353K |
| Financial & Tax Architects, LLC | 0.09% | Reduce -1.4% | 4,555 | $352K |
| Davis Wealth Advisors, LLC | 0.39% | — | 4,535 | $350K |
| Idaho Trust Co | 0.18% | New | 4,530 | $350K |
| Private Trust Co. NA | 0.04% | Reduce -5.7% | 4,516 | $349K |
| Frontier Asset Management, LLC | 0.12% | Reduce -85.2% | 4,508 | $348K |
| American Trust | 0.03% | New | 4,487 | $347K |
| Twin City Private Wealth, LLC | 0.30% | Reduce -16.4% | 4,455 | $344K |
| Element Pointe Advisors, LLC | 0.08% | No change | 4,441 | $343K |
| Raleigh Capital Management Inc. | 0.13% | Reduce -1.4% | 4,439 | $343K |
| Broadway Wealth Solutions, Inc. | 0.26% | — | 4,397 | $340K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.2% | 4,395 | $340K |
| Lockerman Financial Group, Inc. | 0.58% | Add +14.9% | 4,383 | $339K |
| Stanich Group LLC | 0.25% | — | 4,368 | $338K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -2.2% | 4,365 | $337K |
| WPG Advisers, LLC | 0.31% | — | 4,341 | $335K |
| Wood Tarver Financial Group, LLC | 0.11% | — | 4,328 | $334K |
| Keb Asset Management, LLC | 0.10% | No change | 4,313 | $333K |
| Chemistry Wealth Management LLC | 0.08% | New | 4,304 | $333K |
| Entrewealth, LLC | 0.31% | — | 4,218 | $331K |
| Essex LLC | 0.07% | Reduce -17.4% | 4,285 | $331K |
| Investment Advisory Group, LLC | 0.11% | New | 4,271 | $330K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +20.4% | 4,217 | $326K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -73.9% | 4,209 | $325K |
| Penney Financial, LLC | 0.22% | No change | 4,197 | $324K |
| Fiduciary Financial Group, LLC | 0.07% | Add +50.3% | 4,168 | $321K |
| Rialto Wealth Management, LLC | 0.11% | — | 4,146 | $320K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -92.1% | 4,137 | $320K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Reduce -8.9% | 4,110 | $318K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -0.4% | 4,093 | $316K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Add +1.7% | 4,089 | $316K |
| Hanover Advisors Inc. | 0.13% | No change | 4,074 | $315K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -0.6% | 4,066 | $314K |
| Dravo Bay LLC | 0.15% | Add +5.5% | 4,056 | $313K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.6% | 4,034 | $312K |
| Wilkins Miller Wealth Management, LLC | 0.33% | — | 4,030 | $311K |
| Cumberland Partners Ltd | 0.02% | No change | 4,005 | $309K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +6.5% | 4,002 | $309K |
| Hall Laurie J Trustee | 0.10% | No change | 4,000 | $309K |
| Capital Advisors Inc. | 0.01% | Add +8.9% | 3,956 | $306K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -56.9% | 3,930 | $304K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,926 | $303K |
| Lakewood Asset Management LLC | 0.21% | Add +1.2% | 3,918 | $303K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 3,873 | $299K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.2% | 3,868 | $299K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,860 | $298K |
| Lion Street Advisors, LLC | 0.09% | New | 3,852 | $298K |
| Friedenthal Financial | 0.17% | Reduce -93.1% | 3,850 | $297K |
| Balentine LLC | 0.01% | No change | 3,838 | $297K |
| Rothschild Wealth LLC | 0.09% | Reduce -1.6% | 3,835 | $296K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,835 | $296K |
| Wesbanco Bank Inc. | 0.01% | Reduce -26.5% | 3,826 | $296K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -1.8% | 3,808 | $294K |
| Legacy Advisory Services, LLC | 0.25% | Add +1.2% | 3,809 | $294K |
| Nautilus Advisors LLC | 0.23% | — | 3,800 | $294K |
| Kestra Investment Management, LLC | 0.01% | New | 3,730 | $288K |
| GatePass Capital, LLC | 0.32% | — | 3,689 | $285K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -94.2% | 3,681 | $284K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,671 | $284K |
| SBI Securities Co., Ltd. | 0.01% | — | 3,666 | $283K |
| Quadrature Capital Ltd | 0.01% | New | 3,662 | $283K |
| EnRich Financial Partners LLC | 0.09% | Add +0.9% | 3,630 | $281K |
| Saiph Capital, LLC | 0.13% | New | 3,629 | $280K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -12.0% | 3,607 | $279K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 3,604 | $278K |
| Security National Bank | 0.04% | No change | 3,602 | $278K |
| Maxele Advisors, LLC | 0.27% | — | 3,600 | $278K |
| Cascade Investment Advisors, Inc. | 0.18% | Reduce -5.3% | 3,583 | $277K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,568 | $276K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,539 | $273K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -7.8% | 3,528 | $273K |
| Vance Wealth, LLC | 0.10% | Add +0.5% | 3,467 | $268K |
| Lynx Investment Advisory | 0.18% | Add +1.4% | 3,445 | $266K |
| Atlas Wealth Partners, LLC | 0.34% | No change | 3,426 | $265K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.0% | 3,424 | $265K |
| Moseley Investment Management Inc. | 0.10% | Reduce -13.6% | 3,409 | $263K |
| Transce3nd, LLC | 0.09% | — | 3,402 | $263K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $262K |
| RiverGlades Family Offices LLC | 0.19% | No change | 3,380 | $261K |
| E&G Advisors, LLC | 0.07% | No change | 3,370 | $260K |
| Advisory Alpha, LLC | 0.01% | Reduce -50.7% | 3,368 | $260K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.2% | 3,357 | $259K |
| LJI Wealth Management, LLC | 0.05% | Add +1.0% | 3,330 | $257K |
| Greenup Street Wealth Management LLC | 0.05% | No change | 3,329 | $257K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -8.4% | 3,310 | $256K |
| Hilltop Partners LLC | 0.09% | Add +15.8% | 3,301 | $255K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -37.5% | 3,300 | $255K |
| L.M. Kohn & Company | 0.07% | No change | 3,298 | $255K |
| Index Fund Advisors, Inc. | 0.01% | Add +4.9% | 3,269 | $253K |
| Visionary Wealth Advisors | 0.01% | Reduce -2.5% | 3,266 | $252K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +35.1% | 3,263 | $252K |
| Steel Grove Capital Advisors, LLC | 0.04% | Reduce -25.8% | 3,254 | $251K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -3.3% | 3,209 | $248K |
| FLC Capital Advisors | 0.06% | Reduce -2.0% | 3,187 | $246K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Reduce -47.0% | 3,170 | $245K |
| Quadcap Wealth Management, LLC | 0.04% | Add +8.5% | 3,166 | $245K |
| Blue Chip Partners, LLC | 0.02% | Reduce -3.9% | 3,159 | $244K |
| Comprehensive Money Management Services LLC | 0.20% | — | 3,140 | $243K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.0% | 3,140 | $243K |
| Belpointe Asset Management LLC | 0.01% | Add +1.5% | 3,098 | $242K |
| National Wealth Management Group, LLC | 0.16% | Reduce -9.9% | 3,134 | $242K |
| Aprio Wealth Management, LLC | 0.04% | Add +4.7% | 3,105 | $240K |
| Strategent Financial, LLC | 0.24% | — | 3,089 | $239K |
| Meritas Wealth Management, LLC | 0.14% | Add +2.6% | 3,087 | $239K |
| Edgestream Partners, L.P. | 0.01% | Reduce -74.3% | 3,079 | $238K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,076 | $238K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Add +2.0% | 3,073 | $237K |
| Tenon Financial LLC | 0.15% | Add +1.2% | 3,039 | $235K |
| Northstar Advisory Group, LLC | 0.12% | Reduce -0.2% | 3,027 | $234K |
| Sebold Capital Management, Inc. | 0.16% | Reduce -4.6% | 3,019 | $233K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 3,018 | $233K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -0.5% | 3,028 | $233K |
| Windsor Capital Management, LLC | 0.07% | Reduce -2.1% | 2,985 | $231K |
| Dopkins Wealth Management, LLC | 0.12% | New | 2,983 | $230K |
| Red Tortoise LLC | 0.12% | Add +18.9% | 2,973 | $230K |
| HUB Investment Partners, LLC | 0.01% | New | 2,953 | $228K |
| Cape Investment Advisory, Inc. | 0.09% | Add +100.9% | 2,953 | $228K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 2,952 | $228K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $228K |
| Washington Trust Bank | 0.02% | Reduce -12.2% | 2,935 | $227K |
| NCM Capital Management, LLC | 0.10% | No change | 2,918 | $225K |
| DB Fitzpatrick & Co, Inc | 0.21% | Reduce -0.5% | 2,912 | $225K |
| Accel Wealth Management | 0.08% | Add +0.3% | 2,883 | $223K |
| Verde Capital Management | 0.06% | Reduce -9.3% | 2,877 | $222K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Add +1.2% | 2,863 | $221K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -90.0% | 2,840 | $220K |
| Keynote Financial Services LLC | 0.17% | Reduce -2.8% | 2,825 | $218K |
| Wolff Financial Management LLC | 0.06% | Reduce -15.9% | 2,821 | $218K |
| Drive Wealth Management, LLC | 0.05% | Reduce -1.1% | 2,812 | $217K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -19.9% | 2,810 | $217K |
| Hoge Financial Services, LLC | 0.16% | Add +1.2% | 2,808 | $217K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,807 | $217K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -10.4% | 2,787 | $216K |
| Chandler Asset Management, Inc. | 0.04% | Reduce -15.6% | 2,795 | $216K |
| Lake Hills Wealth Management, LLC | 0.15% | New | 2,794 | $216K |
| Conquis Financial LLC | 0.22% | — | 2,784 | $215K |
| XTX Topco Ltd | 0.02% | New | 2,777 | $215K |
| Howe & Rusling Inc. | 0.02% | Reduce -13.8% | 2,775 | $214K |
| Sterling Wealth Management, Inc. | 0.08% | Reduce -16.1% | 2,762 | $213K |
| American Money Management, LLC | 0.04% | Reduce -50.0% | 2,756 | $213K |
| Seaside Wealth Management, Inc. | 0.08% | Add +1.1% | 2,752 | $213K |
| Guardian Asset Advisors, LLC | 0.14% | New | 2,720 | $211K |
| Smith Thornton Advisors LLC | 0.13% | Add +5.0% | 2,728 | $211K |
| Murphy & Mullick Capital Management Corp | 0.19% | — | 2,720 | $210K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,691 | $208K |
| Lodestar Private Asset Management LLC | 0.03% | New | 2,690 | $208K |
| Signify Wealth | 0.23% | Reduce -6.7% | 2,678 | $207K |
| Latitude Advisors, LLC | 0.12% | Reduce -1.1% | 2,672 | $206K |
| Delta Investment Management, LLC | 0.04% | Reduce -17.6% | 2,671 | $206K |
| Essex Bank | 0.05% | No change | 2,669 | $206K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -39.8% | 2,668 | $206K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +0.8% | 2,658 | $205K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -13.6% | 2,657 | $205K |
| Advisor Resource Council | 0.15% | New | 2,635 | $204K |
| Richardson Financial Services Inc. | 0.14% | Reduce -47.4% | 2,627 | $203K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Add +1.2% | 2,614 | $203K |
| Ameriflex Group, Inc. | 0.09% | — | 2,612 | $203K |
| Gibson Capital, LLC | 0.04% | No change | 2,620 | $202K |
| BNC Wealth Management, LLC | 0.07% | New | 2,617 | $202K |
| Park National Corp. | 0.01% | Reduce -26.9% | 2,616 | $202K |
| Park Place Capital Corp | 0.06% | New | 2,614 | $202K |
| Granite FO LLC | 0.11% | Add +1.2% | 2,604 | $201K |
| Waypoint Wealth Partners Inc. | 0.05% | New | 2,592 | $200K |
| Colonial Trust Co / SC | 0.03% | Reduce -9.6% | 2,555 | $197K |
| Park Square Financial Group, LLC | 0.13% | — | 2,516 | $194K |
| Lummis Asset Management, LP | 0.24% | No change | 2,460 | $190K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +4.4% | 2,459 | $190K |
| Private Capital Management LLC | 0.04% | Add +26.8% | 2,410 | $186K |
| Tucker Asset Management LLC | 0.04% | Add +310.3% | 2,388 | $185K |
| McIlrath & Eck, LLC | 0.02% | Reduce -19.0% | 2,298 | $178K |
| Orion Capital Management LLC | 0.08% | Reduce -52.2% | 2,220 | $172K |
| Operose Advisors LLC | 0.06% | Add +31.3% | 2,205 | $170K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,088 | $161K |
| Richards, Merrill & Peterson, Inc. | 0.08% | — | 2,078 | $161K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -29.6% | 2,061 | $159K |
| ORG Partners LLC | 0.02% | Reduce -9.0% | 2,041 | $158K |
| Hantz Financial Services, Inc. | 0.00% | Add +10357.9% | 1,987 | $154K |
| Roble, Belko & Company, Inc | 0.02% | Add +90.3% | 1,890 | $146K |
| 2UniFi Bank | 0.09% | — | 1,820 | $141K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -30.4% | 1,817 | $140K |
| Beacon Capital Management, LLC | 0.02% | Reduce -11.3% | 1,810 | $140K |
| Coastline Trust Co | 0.02% | No change | 1,810 | $140K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -61.5% | 1,691 | $131K |
| JNBA Financial Advisors | 0.01% | Reduce -43.9% | 1,689 | $131K |
| Oarsman Capital, Inc. | 0.02% | No change | 1,675 | $129K |
| Towne Trust Company, N.A | 0.05% | New | 1,672 | $129K |
| Community Bank, N.A. | 0.02% | No change | 1,615 | $125K |
| Guardian Wealth Management, Inc. | 0.08% | Reduce -3.4% | 1,611 | $124K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -43.0% | 1,578 | $122K |
| Robinson Value Management, Ltd. | 0.08% | No change | 1,577 | $122K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,571 | $121K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,530 | $118K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 1,506 | $116K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -82.7% | 1,483 | $115K |
| Tower View Wealth Management LLC | 0.06% | Add +0.1% | 1,449 | $112K |
| Dunhill Financial, LLC | 0.05% | Reduce -4.1% | 1,389 | $107K |
| Keener Financial Planning LLC | 0.06% | Add +5.7% | 1,381 | $106K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -1.1% | 1,365 | $105K |
| ESL Trust Services, LLC | 0.02% | No change | 1,335 | $103K |
| Aventura Private Wealth, LLC | 0.06% | — | 1,330 | $103K |
| Pacifica Partners Inc. | 0.04% | No change | 1,292 | $100K |
| Birchbrook, Inc. | 0.05% | No change | 1,193 | $92K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 1,189 | $92K |
| Clean Yield Group | 0.03% | No change | 1,189 | $92K |
| WealthShield Partners, LLC | 0.01% | Add +1.1% | 1,167 | $90K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,140 | $88K |
| Front Row Advisors LLC | 0.03% | Add +1.1% | 1,132 | $87K |
| Clear Investment Research, LLC | 0.11% | No change | 1,107 | $86K |
| NFSG Corp | 0.02% | New | 1,069 | $83K |
| Caitlin John, LLC | 0.05% | No change | 1,044 | $81K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 1,026 | $79K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | New | 1,019 | $79K |
| Elevation Wealth Partners, LLC | 0.03% | Add +892.0% | 992 | $77K |
| WealthCollab, LLC | 0.05% | No change | 968 | $75K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 940 | $73K |
| Wintrust Investments LLC | 0.06% | New | 925 | $71K |
| Pacific Center for Financial Services | 0.02% | Reduce -49.5% | 906 | $70K |
| Grove Bank & Trust | 0.01% | New | 860 | $66K |
| FPC Investment Advisory, Inc. | 0.05% | New | 840 | $65K |
| MPWM Advisory Solutions, LLC | 0.05% | — | 832 | $64K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -12.6% | 831 | $64K |
| Millstone Evans Group, LLC | 0.04% | — | 822 | $64K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -30.0% | 820 | $63K |
| Atlas Capital Advisors Inc. | 0.01% | Add +0.5% | 801 | $62K |
| Bank of New Hampshire | 0.02% | No change | 765 | $59K |
| Y.D. More Investments Ltd | 0.01% | No change | 730 | $56K |
| Crewe Advisors LLC | 0.01% | Reduce -15.2% | 717 | $55K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $55K |
| Lowe Wealth Advisors, LLC | 0.02% | New | 695 | $54K |
| Pinney & Scofield, Inc. | 0.04% | — | 666 | $51K |
| Creative Capital Management Investments LLC | 0.02% | No change | 655 | $51K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $50K |
| Asset Dedication, LLC | 0.00% | Reduce -30.2% | 637 | $49K |
| BankPlus Trust Department | 0.02% | — | 635 | $49K |
| Horrell Capital Management, Inc. | 0.01% | Reduce -13.6% | 635 | $49K |
| Bray Capital Advisors | 0.01% | No change | 625 | $48K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $48K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 611 | $47K |
| Sachetta, LLC | 0.02% | Add +201.0% | 587 | $45K |
| Mather Group, Llc. | 0.00% | Reduce -12.9% | 573 | $44K |
| Graney & King, LLC | 0.03% | — | 550 | $43K |
| Fortitude Family Office, LLC | 0.02% | New | 550 | $42K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -22.1% | 542 | $42K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -63.0% | 525 | $41K |
| Truvestments Capital LLC | 0.01% | Add +1.1% | 462 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | Add +275.4% | 458 | $35K |
| Hexagon Capital Partners LLC | 0.01% | No change | 439 | $34K |
| Financial Perspectives, Inc | 0.01% | Reduce -13.2% | 427 | $33K |
| Investors Research Corp | 0.01% | No change | 424 | $33K |
| Financial Life Planners | 0.03% | — | 420 | $32K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -73.2% | 411 | $32K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 397 | $31K |
| Clearstead Trust, LLC | 0.01% | No change | 393 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -64.4% | 392 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 390 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +34.8% | 387 | $30K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 388 | $30K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 373 | $29K |
| Sandy Spring Bank | 0.00% | No change | 362 | $28K |
| Versant Capital Management, Inc | 0.01% | No change | 354 | $27K |
| Winthrop Capital Management, LLC | 0.01% | New | 347 | $27K |
| Key Financial Inc | 0.01% | Add +152.9% | 349 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 327 | $25K |
| West Paces Advisors Inc. | 0.01% | Reduce -50.9% | 300 | $23K |
| Copia Wealth Management | 0.02% | — | 299 | $23K |
| Curio Wealth, LLC | 0.01% | — | 288 | $22K |
| Bernard Wealth Management Corp. | 0.01% | — | 277 | $21K |
| Redwood Park Advisors LLC | 0.02% | — | 272 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -92.3% | 279 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $21K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 264 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 256 | $20K |
| Kimelman & Baird, LLC | 0.00% | No change | 250 | $19K |
| Fairman Group, LLC | 0.02% | Reduce -49.9% | 247 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 243 | $19K |
| Arcadia Investment Management Corp. | 0.00% | No change | 240 | $19K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Add +19.0% | 219 | $17K |
| Granite Investment Partners, LLC | 0.00% | New | 216 | $17K |
| Whipplewood Advisors, LLC | 0.01% | — | 211 | $16K |
| Painted Porch Advisors LLC | 0.01% | Reduce -14.8% | 208 | $16K |
| Adirondack Trust Co. | 0.01% | No change | 207 | $16K |
| Global Wealth Strategies & Associates | 0.01% | No change | 205 | $16K |
| Modus Advisors, LLC | 0.00% | New | 204 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +6.0% | 177 | $14K |
| Atwood & Palmer Inc. | 0.00% | No change | 171 | $13K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 171 | $13K |
| Lee Danner & Bass Inc. | 0.00% | New | 165 | $13K |
| Tsfg, LLC | 0.00% | Add +0.7% | 152 | $12K |
| American National Bank & Trust | 0.00% | Reduce -72.3% | 152 | $12K |
| GAMMA Investing LLC | 0.00% | Add +4900.0% | 150 | $12K |
| MCF Advisors LLC | 0.00% | Reduce -71.0% | 145 | $11K |
| Capital A Wealth Management, LLC | 0.02% | — | 143 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 142 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +6.3% | 136 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -86.5% | 134 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Peachtree Investment Partners, LLC | 0.00% | Add +4.1% | 127 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -92.4% | 121 | $9K |
| Bangor Savings Bank | 0.00% | No change | 112 | $9K |
| GeoWealth Management, LLC | 0.00% | Reduce -95.7% | 110 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 103 | $8K |
| NewSquare Capital LLC | 0.00% | No change | 103 | $8K |
| NorthRock Partners, LLC | 0.00% | New | 97 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 91 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 84 | $7K |
| New Millennium Group LLC | 0.00% | New | 81 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -4.0% | 73 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 67 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | New | 67 | $5K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 65 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +90.6% | 61 | $5K |
| Financially Speaking Inc | 0.00% | — | 51 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| New Wave Wealth Advisors LLC | 0.00% | New | 50 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 47 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.6% | 44 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 39 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +136.4% | 26 | $2K |
| Hemington Wealth Management | 0.00% | No change | 26 | $2K |
| First Financial Corp. | 0.00% | No change | 25 | $2K |
| Lanark Financial, Inc. | 0.13% | — | 17 | $1K |
| 4Thought Financial Group Inc. | 0.00% | Add +12.5% | 18 | $1K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $1K |
| Davis Capital Management | 0.00% | No change | 15 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 15 | $1K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -98.3% | 19 | $1K |
| Independence Bank of Kentucky | 0.00% | New | 10 | $773 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $695 |
| Investment Counsel Co. of Nevada | 0.00% | — | 5 | $387 |
| SWAN Capital LLC | 0.00% | Reduce -50.0% | 3 | $250 |
| SYM FINANCIAL Corp | 0.00% | New | 1 | $77 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $77 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $49 |
| 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.