Vanguard Short-Term Bond ETFBSVETF
13F holders, Q1 2025 (March 31)1,214holders −35
73new positions
85sold out
4famous investors
$78.28avg. 13F price*
At the end of Q1 2025, 1,214 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, down 35 from Q4 2024. 73 opened new positions and 85 sold out. The largest holders were Envestnet Asset Management Inc. ($4.2B), Mercer Global Advisors Inc. ($2.5B) and JPMorgan Chase & Co. ($1.6B). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $171.1M |
| Exits | 85 | $41.3M |
All 13F filers, Q4 2024 → Q1 2025: 30,114,828 shares bought and 23,572,827 shares sold, net +6,542,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,214 holders
| Envestnet Asset Management Inc. | 1.36% | Reduce -4.1% | 53,846,993 | $4.2B |
| Mercer Global Advisors Inc. | 5.68% | Add +9.5% | 31,632,611 | $2.5B |
| JPMorgan Chase & Co. | 0.12% | Reduce -24.4% | 20,349,524 | $1.6B |
| Allworth Financial LP | 8.13% | Add +34.9% | 18,418,374 | $1.4B |
| Empower Advisory Group, LLC | 4.42% | Add +6.0% | 17,300,844 | $1.4B |
| Goldman Sachs Group Inc. | 0.25% | Add +0.5% | 16,552,986 | $1.3B |
| Morgan Stanley | 0.08% | Add +1.8% | 14,924,043 | $1.2B |
| Bank of America Corp. | 0.06% | Add +6.1% | 8,417,199 | $658.9M |
| Beacon Capital Management, Inc. | 27.85% | Add +299.9% | 7,168,818 | $559.7M |
| Northern Trust Corp. | 0.08% | Reduce -12.7% | 7,115,793 | $557.0M |
| Truepoint, Inc. | 13.46% | Add +1.2% | 6,337,834 | $496.1M |
| LPL Financial LLC | 0.19% | Reduce -10.7% | 6,302,475 | $493.4M |
| Wells Fargo & Company | 0.10% | Reduce -5.6% | 5,228,679 | $409.3M |
| Captrust Financial Advisors | 0.99% | Add +30.6% | 5,035,112 | $394.1M |
| United Capital Financial Advisors, LLC | 3.30% | Reduce -4.8% | 4,917,718 | $385.0M |
| Envestnet Portfolio Solutions, Inc. | 1.39% | Add +0.6% | 4,626,760 | $362.2M |
| Lincoln National Corp. | 8.89% | Add +0.6% | 3,524,035 | $275.9M |
| UBS Group AG | 0.06% | Add +0.9% | 3,401,862 | $266.3M |
| Corient Private Wealth LP | 0.42% | Reduce -13.4% | 3,303,456 | $258.6M |
| Sei Investments Co. | 0.32% | Reduce -1.0% | 3,173,734 | $248.4M |
| Commonwealth Equity Services, LLC | 0.34% | Add +3.9% | 3,111,051 | $243.5M |
| Raymond James Financial Inc. | 0.09% | Add +11.9% | 3,096,853 | $242.4M |
| Royal Bank of Canada | 0.05% | Add +3.7% | 2,923,441 | $228.8M |
| Sequoia Financial Advisors, LLC | 1.55% | Add +690.1% | 2,558,043 | $200.2M |
| Cerity Partners LLC | 0.41% | Add +12.8% | 2,534,124 | $198.4M |
| Bank of New York Mellon Corp | 0.04% | Reduce -5.6% | 2,488,774 | $194.8M |
| MetLife Investment Management, LLC | 0.93% | Reduce -1.3% | 2,206,000 | $172.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -4.3% | 2,052,012 | $160.6M |
| True Link Financial Advisors, LLC | 11.90% | Add +13.2% | 2,037,439 | $159.5M |
| Cetera Investment Advisers | 0.28% | Add +14.5% | 1,826,663 | $143.0M |
| Focus Partners Wealth | 0.34% | Add +1.6% | 1,740,174 | $136.2M |
| Apella Capital, LLC | 4.55% | Reduce -6.5% | 1,698,621 | $132.6M |
| Willow Creek Wealth Management Inc. | 10.38% | Add +3.2% | 1,362,326 | $106.6M |
| Cambridge Investment Research Advisors, Inc. | 0.36% | Add +3.2% | 1,354,586 | $106.0M |
| Valmark Advisers, Inc. | 1.60% | Add +7.0% | 1,350,290 | $105.7M |
| Smithfield Trust Co | 5.17% | Reduce -2.5% | 1,319,350 | $103.2M |
| Renaissance Technologies | 0.15% | Add +84.3% | 1,284,100 | $100.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.0% | 1,207,291 | $94.5M |
| Jones Financial Companies LLLP | 0.08% | Add +8.9% | 1,177,164 | $92.1M |
| RW Investment Management LLC | 11.24% | Add +1.0% | 1,168,651 | $91.5M |
| Truist Financial Corp. | 0.14% | Reduce -18.2% | 1,131,265 | $88.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -4.4% | 1,071,559 | $83.9M |
| Peapack Gladstone Financial Corp. | 1.22% | Add +7.5% | 1,051,612 | $82.3M |
| DAVENPORT & Co LLC | 0.48% | Add +5.7% | 1,040,733 | $81.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.5% | 997,876 | $78.4M |
| MKP Capital Management, L.L.C. | 4.69% | New | 970,000 | $75.9M |
| RS Crum Inc. | 20.19% | Add +2.2% | 957,801 | $75.0M |
| D.A. Davidson & Co. | 0.57% | Add +4.4% | 901,522 | $70.6M |
| Freestone Capital Holdings, LLC | 2.63% | Add +3.2% | 897,608 | $70.3M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -1.2% | 863,071 | $67.6M |
| HighTower Advisors, LLC | 0.09% | Add +47.7% | 856,206 | $67.0M |
| World Investment Advisors | 1.72% | Add +145.3% | 845,784 | $66.2M |
| Wit, LLC | 1.88% | Reduce -3.7% | 844,643 | $66.1M |
| Prime Capital Investment Advisors, LLC | 0.76% | Add +11.3% | 832,842 | $65.2M |
| Charter Oak Capital Management, LLC | 5.98% | Add +8.3% | 832,332 | $65.2M |
| Fifth Third Bancorp | 0.24% | Reduce -6.2% | 813,286 | $63.7M |
| MML Investors Services, LLC | 0.21% | Reduce -0.8% | 812,106 | $63.6M |
| Efficient Advisors, LLC | 4.06% | Reduce -1.1% | 797,399 | $62.4M |
| Atria Wealth Solutions, Inc. | 0.75% | Reduce -7.0% | 792,651 | $62.0M |
| Martel Wealth Advisors LLC | 12.18% | Add +1.7% | 780,830 | $61.1M |
| Windward Private Wealth Management Inc. | 23.57% | Add +0.9% | 772,307 | $60.5M |
| US Bancorp \de | 0.08% | Add +1.1% | 763,209 | $59.7M |
| Integris Wealth Management, LLC | 16.97% | Reduce -1.2% | 759,899 | $59.5M |
| Stifel Financial Corp. | 0.06% | Add +0.4% | 754,983 | $59.1M |
| First Merchants Corp. | 2.30% | Add +382.5% | 736,894 | $57.7M |
| Jentner Corp | 16.56% | Add +1.1% | 706,670 | $55.3M |
| Comerica Bank | 0.23% | Reduce -0.9% | 702,322 | $55.0M |
| TD Capital Management LLC | 5.50% | Add +2.2% | 694,235 | $54.3M |
| National Philanthropic Trust | 0.84% | Add +4.0% | 667,322 | $52.2M |
| Gemmer Asset Management LLC | 5.03% | Add +6.0% | 644,233 | $50.4M |
| Vanguard Group Inc. | 0.00% | Add +12.4% | 633,238 | $49.6M |
| Focus Partners Advisor Solutions, LLC | 0.73% | Add +11.6% | 617,138 | $48.3M |
| Penserra Capital Management LLC | 0.84% | Add +44.9% | 601,709 | $47.1M |
| Arbor Investment Advisors, LLC | 6.42% | Add +4.6% | 600,133 | $47.0M |
| International City Management Association Retirement Corp | 26.55% | Add +23.2% | 599,500 | $46.9M |
| Berkshire Money Management, Inc. | 5.22% | Add +4.9% | 594,142 | $46.5M |
| &partners | 0.48% | Add +33.2% | 577,672 | $45.4M |
| Capital Analysts, LLC | 1.62% | Add +11.0% | 556,205 | $43.5M |
| Creative Planning | 0.04% | Add +1.5% | 551,766 | $43.2M |
| Annandale Capital, LLC | 8.03% | Add +2.5% | 547,636 | $42.9M |
| Betterment LLC | 0.10% | Add +2.9% | 537,140 | $42.0M |
| Corrigan Financial, Inc. | 8.59% | Add +3.2% | 532,617 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.1% | 531,411 | $41.6M |
| Barr E S & Co. | 2.46% | Add +6.6% | 517,950 | $40.5M |
| Composition Wealth, LLC | 0.76% | Add +5.6% | 485,486 | $38.0M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -9.7% | 453,068 | $35.5M |
| Tobias Financial Advisors, Inc. | 6.75% | Add +6519.7% | 444,052 | $34.8M |
| Citigroup Inc. | 0.03% | Reduce -7.8% | 441,790 | $34.6M |
| Partners in Financial Planning | 6.80% | Add +2.8% | 432,149 | $33.8M |
| Presilium Private Wealth, LLC | 7.29% | Add +15.3% | 415,711 | $32.5M |
| Ancora Advisors LLC | 0.71% | Reduce -0.5% | 408,461 | $32.0M |
| NewEdge Advisors, LLC | 0.18% | Reduce -1.1% | 395,873 | $31.0M |
| Baird Financial Group, Inc. | 0.06% | Add +6.8% | 394,273 | $30.9M |
| Blue Trust, Inc. | 0.40% | Add +9.9% | 393,936 | $30.8M |
| CreativeOne Wealth, LLC | 0.92% | Reduce -3.4% | 392,022 | $30.7M |
| Human Investing LLC | 5.40% | Add +5.4% | 391,555 | $30.7M |
| PDS Planning, Inc | 2.58% | Add +1.8% | 390,254 | $30.5M |
| Wealthquest Corp | 2.54% | Add +16.9% | 388,376 | $30.4M |
| Savant Capital, LLC | 0.25% | Reduce -29.5% | 380,178 | $29.8M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +20.7% | 375,726 | $29.4M |
| Orion Portfolio Solutions, LLC | 0.29% | Add +20.7% | 375,726 | $29.4M |
| Alps Advisors Inc. | 0.17% | Reduce -1.4% | 368,894 | $28.9M |
| Mariner, LLC | 0.05% | Add +7.9% | 364,882 | $28.6M |
| Vestmark Advisory Solutions, Inc. | 0.73% | New | 361,041 | $28.3M |
| Cullen/Frost Bankers, Inc. | 0.39% | Reduce -7.7% | 359,881 | $28.2M |
| Richmond Brothers, Inc. | 17.54% | Add +405.1% | 354,479 | $27.7M |
| United Services Automobile Association | 0.85% | Add +46.5% | 353,348 | $27.7M |
| Trajan Wealth LLC | 1.50% | Add +25.8% | 351,061 | $27.5M |
| Atria Investments, Inc | 0.35% | Add +15.1% | 344,821 | $27.0M |
| Citadel Advisors | 0.03% | Add +913.7% | 343,983 | $26.9M |
| Clark Asset Management, LLC | 4.50% | Add +9.3% | 342,804 | $26.8M |
| Voya Financial Advisors, Inc. | 2.95% | Add +5.4% | 341,502 | $26.7M |
| EverSource Wealth Advisors, LLC | 1.45% | Add +20.8% | 337,421 | $26.4M |
| Avior Wealth Management, LLC | 1.00% | Add +2.7% | 336,084 | $26.3M |
| Associated Banc-Corp | 0.79% | Add +12.8% | 328,988 | $25.8M |
| Blair William & Co. | 0.08% | Reduce -7.5% | 326,199 | $25.5M |
| Moisand Fitzgerald Tamayo, LLC | 3.51% | Reduce -23.9% | 324,305 | $25.4M |
| Park Avenue Securities LLC | 0.30% | Reduce -0.3% | 312,908 | $24.5M |
| Symmetry Partners, LLC | 3.31% | Add +2.1% | 303,962 | $23.8M |
| Greystone Financial Group, LLC | 4.21% | Reduce -21.5% | 296,454 | $23.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.5% | 290,888 | $22.8M |
| Farther Finance Advisors, LLC | 0.56% | Add +32.8% | 283,364 | $22.1M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +5.5% | 270,516 | $21.2M |
| Transce3nd, LLC | 9.27% | Add +7699.1% | 265,325 | $20.8M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -2.3% | 261,640 | $20.5M |
| Graves Light Lenhart Wealth, Inc. | 2.50% | Add +2.7% | 259,796 | $20.3M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +3.8% | 258,907 | $20.3M |
| Ellevest, Inc. | 1.32% | Reduce -8.8% | 252,427 | $19.8M |
| NewEdge Wealth, LLC | 0.35% | Add +35.2% | 249,470 | $19.5M |
| Dynasty Wealth Management, LLC | 0.33% | Add +199.9% | 249,161 | $19.5M |
| First Horizon Advisors, Inc. | 0.54% | Reduce -4.1% | 245,970 | $19.3M |
| Lutz Financial Services LLC | 1.57% | Reduce -0.3% | 245,344 | $19.2M |
| Kelman-Lazarov, Inc. | 3.47% | Add +3.3% | 244,516 | $19.1M |
| Wealth Dimensions Group, Ltd. | 4.57% | Reduce -0.3% | 244,475 | $19.1M |
| Bank of Montreal | 0.01% | Add +1.4% | 236,182 | $18.5M |
| TD Private Client Wealth LLC | 0.51% | Add +0.4% | 236,042 | $18.5M |
| OneDigital Investment Advisors LLC | 0.22% | Add +4.3% | 232,933 | $18.2M |
| OneAscent Financial Services LLC | 1.19% | Add +103.2% | 232,610 | $18.2M |
| BetterWealth, LLC | 5.03% | Add +2.3% | 229,193 | $17.9M |
| Modera Wealth Management, LLC | 0.24% | Reduce -0.7% | 225,529 | $17.7M |
| M&T Bank Corp | 0.06% | Add +2.7% | 224,234 | $17.6M |
| MilWealth Group LLC | 4.81% | Add +1.6% | 222,999 | $17.5M |
| Fort Henry Capital, LLC | 12.48% | Reduce -1.3% | 221,940 | $17.4M |
| Tillman Hartley LLC | 4.95% | Reduce -5.6% | 217,474 | $17.0M |
| Wealthspire Advisors, LLC | 0.10% | Add +91.4% | 217,412 | $17.0M |
| TD Waterhouse Canada Inc. | 0.14% | Add +0.7% | 216,660 | $16.9M |
| Diversified Portfolios, Inc. | 1.78% | Reduce -32.3% | 215,792 | $16.9M |
| Parkside Financial Bank & Trust | 2.14% | Add +4.3% | 215,098 | $16.8M |
| FMR LLC | 0.00% | Add +2068.2% | 215,081 | $16.8M |
| Apollon Wealth Management, LLC | 0.37% | Add +1.1% | 212,618 | $16.6M |
| First Heartland Consultants, Inc. | 1.70% | Reduce -29.7% | 209,928 | $16.4M |
| Brewster Financial Planning LLC | 12.02% | Add +2.0% | 207,709 | $16.3M |
| Tiaa Trust, National Association | 0.05% | Add +0.6% | 205,208 | $16.1M |
| Hohimer Wealth Management, LLC | 3.11% | Reduce -34.5% | 202,094 | $15.8M |
| Farmers & Merchants Investments Inc. | 0.50% | Reduce -0.1% | 201,586 | $15.8M |
| Evolution Advisers, Inc. | 8.27% | Add +5.7% | 202,818 | $15.7M |
| Stephenson & Company, Inc. | 10.15% | Add +1.2% | 199,588 | $15.6M |
| Wiser Wealth Management, Inc | 4.36% | Add +4.4% | 198,314 | $15.5M |
| Mustard Seed Financial, LLC | 12.40% | Reduce -1.2% | 196,901 | $15.4M |
| Planning Directions Inc. | 6.58% | Reduce -22.3% | 196,641 | $15.4M |
| HTG Investment Advisors, Inc. | 6.40% | Add +2.9% | 196,141 | $15.4M |
| Silver Oak Advisory Group, Inc. | 7.98% | Add +0.5% | 191,871 | $15.0M |
| Alaska Wealth Advisors, LLC | 2.33% | Add +8.9% | 190,124 | $14.9M |
| Safir Wealth Advisors, LLC | 11.66% | Add +6.6% | 187,736 | $14.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -13.3% | 185,968 | $14.6M |
| Austin Asset Management Co Inc | 3.18% | Reduce -12.3% | 185,217 | $14.5M |
| Sage Financial Management Group, Inc. | 5.16% | Add +1.2% | 181,543 | $14.2M |
| Cahill Financial Advisors Inc. | 1.93% | Reduce -5.3% | 181,106 | $14.2M |
| Your Advocates Ltd., LLP | 5.44% | Add +1.5% | 181,027 | $14.2M |
| AQR Capital Management | 0.01% | Add +22.3% | 180,412 | $14.1M |
| Level Financial Advisors | 4.80% | Add +2.1% | 180,355 | $14.1M |
| McAdam, LLC | 0.87% | Reduce -7.9% | 179,616 | $14.1M |
| Mountain Pacific Investment Advisers LLC | 1.03% | Reduce -0.0% | 176,852 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -1.2% | 176,372 | $13.8M |
| Bay Harbor Wealth Management, LLC | 4.27% | Add +3.7% | 172,524 | $13.5M |
| Legacy Financial Group LLC | 2.06% | Add +1.2% | 171,174 | $13.4M |
| Trellis Wealth Advisors LLC | 6.49% | Add +0.5% | 170,747 | $13.4M |
| Brookstone Capital Management | 0.19% | Add +7.9% | 170,110 | $13.3M |
| Old National Bancorp | 0.35% | Reduce -41.5% | 168,722 | $13.2M |
| Eaton-Cambridge Inc. | 5.54% | Reduce -0.6% | 164,713 | $12.9M |
| Commerce Bank | 0.08% | Add +9.1% | 162,775 | $12.7M |
| Waterford Advisors, LLC | 5.23% | New | 160,970 | $12.6M |
| Voya Investment Management LLC | 0.02% | Reduce -4.9% | 160,492 | $12.6M |
| C M Bidwell & Associates Ltd. | 7.49% | Add +2.4% | 159,080 | $12.5M |
| Man Group plc | 0.04% | Add +61.3% | 158,638 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +23.8% | 157,588 | $12.3M |
| Nwam LLC | 1.06% | Reduce -21.1% | 157,161 | $12.3M |
| eCIO, Inc. | 4.92% | — | 156,788 | $12.3M |
| SigFig Wealth Management, LLC | 0.44% | Reduce -0.6% | 155,904 | $12.2M |
| REDW Wealth LLC | 4.53% | Reduce -2.1% | 155,608 | $12.2M |
| Disciplina Capital Management LLC | 1.77% | Add +81.7% | 155,242 | $12.2M |
| Choreo, LLC | 0.19% | Reduce -20.6% | 154,772 | $12.1M |
| Alaska Permanent Capital Management, LLC | 1.01% | Add +4.6% | 153,647 | $12.0M |
| Leavell Investment Management, Inc. | 0.58% | Add +2.4% | 150,587 | $11.8M |
| Elevate Wealth Advisory, Inc. | 8.28% | Add +4.5% | 149,330 | $11.7M |
| Factor Wealth Management LTD | 3.58% | Add +8.2% | 148,878 | $11.7M |
| Cornerstone Investment Partners, LLC | 0.56% | Reduce -54.6% | 147,892 | $11.6M |
| Fortis Advisors, LLC | 7.52% | Reduce -1.3% | 147,341 | $11.5M |
| Eagle Rock Investment Company, LLC | 1.98% | Reduce -53.2% | 147,153 | $11.5M |
| Focus Financial Network, Inc. | 0.47% | Reduce 0.0% | 146,096 | $11.4M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -11.3% | 144,885 | $11.3M |
| Ames National Corp. | 7.59% | Add +5.3% | 144,535 | $11.3M |
| Echo45 Advisors LLC | 7.56% | Reduce -1.4% | 144,395 | $11.3M |
| Scotia Capital Inc. | 0.06% | Add +1.5% | 143,404 | $11.2M |
| Advisory Services Network, LLC | 0.21% | Add +63.0% | 142,335 | $11.1M |
| IFG Advisors, LLC | 2.14% | Reduce -0.6% | 142,212 | $11.1M |
| First American Trust, FSB | 1.01% | Add +6.0% | 140,822 | $11.0M |
| National Bank of Canada | 0.01% | Add +205.9% | 139,065 | $10.9M |
| Vawter Financial, Ltd. | 6.09% | Add +10.8% | 138,798 | $10.9M |
| Wealth Forward, LLC | 7.72% | Add +0.7% | 138,515 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -8.9% | 138,325 | $10.8M |
| Oppenheimer & Co. Inc. | 0.16% | Add +15.0% | 137,023 | $10.7M |
| Parker Financial LLC | 5.13% | Add +4.6% | 136,234 | $10.7M |
| Adaptive Financial Consulting, LLC | 4.57% | Add +0.1% | 136,243 | $10.7M |
| Natixis Advisors, LLC | 0.02% | Add +8.7% | 135,606 | $10.6M |
| Vantagepoint Investment Advisers LLC | 1.19% | Add +300.3% | 133,300 | $10.4M |
| RFG Advisory, LLC | 0.28% | Add +23.8% | 131,700 | $10.3M |
| Waterloo Capital, L.P. | 0.96% | Add +11.8% | 131,185 | $10.3M |
| Alkeme Wealth, LLC | 4.54% | Reduce -2.9% | 129,192 | $10.1M |
| Headinvest, LLC | 1.95% | Add +4.0% | 128,362 | $10.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.79% | Add +1.8% | 128,216 | $10.0M |
| CGN Advisors LLC | 0.97% | Add +5.7% | 126,483 | $9.9M |
| Kwmg, LLC | 1.00% | Reduce -58.6% | 125,001 | $9.8M |
| Zeit Capital LLC | 7.36% | Add +0.8% | 122,061 | $9.6M |
| Exchange Traded Concepts, LLC | 0.17% | Add +59.1% | 122,079 | $9.6M |
| Mutual Advisors, LLC | 0.27% | Reduce -0.9% | 121,084 | $9.5M |
| Columbia River Financial Group, LLC | 6.30% | Add +11.6% | 120,421 | $9.4M |
| Fidato Wealth LLC | 7.11% | Add +1.3% | 118,731 | $9.3M |
| Arax Advisory Partners | 0.59% | Add +4.9% | 117,998 | $9.2M |
| City State Bank | 3.03% | Add +10.5% | 117,577 | $9.2M |
| Crews Bank & Trust | 1.57% | Add +1.2% | 117,323 | $9.2M |
| Sovereign Financial Group, Inc. | 2.11% | Add +8.5% | 117,054 | $9.2M |
| Aspire Private Capital, LLC | 2.25% | Reduce -5.2% | 115,762 | $9.1M |
| Oak Hill Wealth Advisors, LLC | 2.09% | Add +10.3% | 115,084 | $9.0M |
| Cherry Tree Wealth Management, LLC | 2.16% | Add +3.9% | 114,595 | $9.0M |
| Brown Advisory Inc. | 0.01% | Add +12.8% | 113,671 | $8.9M |
| SouthState Bank Corp | 0.40% | Add +32.3% | 113,045 | $8.8M |
| Merit Financial Group, LLC | 0.13% | Add +351.8% | 111,917 | $8.8M |
| White Lighthouse Investment Management Inc. | 1.53% | Reduce -8.6% | 109,344 | $8.6M |
| Bull Street Advisors, LLC | 4.10% | Reduce -1.0% | 109,277 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -91.4% | 108,526 | $8.5M |
| WBH Advisory Inc. | 0.79% | Reduce -1.6% | 107,843 | $8.4M |
| Phillips Financial Management, LLC | 0.65% | Reduce -0.8% | 107,185 | $8.4M |
| Bleakley Financial Group, LLC | 0.27% | Add +12.1% | 106,132 | $8.3M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -5.6% | 104,836 | $8.2M |
| Foundation Wealth Management, LLC\PA | 3.89% | Reduce -0.9% | 104,519 | $8.2M |
| TFC Financial Management, Inc. | 1.25% | Add +2.3% | 104,257 | $8.2M |
| IHT Wealth Management, LLC | 0.25% | Add +11.3% | 103,359 | $8.1M |
| FineMark National Bank & Trust | 0.29% | Add +3.3% | 102,541 | $8.0M |
| Arcadia Wealth Management, LLC | 3.96% | Add +8.3% | 102,470 | $8.0M |
| Culbertson A N & Co. Inc. | 1.28% | Add +0.4% | 102,411 | $8.0M |
| Mgo One Seven LLC | 0.31% | Add +76.3% | 102,381 | $8.0M |
| Rf&l Wealth Management, LLC | 5.60% | Add +0.6% | 99,961 | $7.8M |
| Tranquilli Financial Advisor LLC | 4.92% | Add +45.9% | 99,417 | $7.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +4.2% | 98,700 | $7.7M |
| Houlihan Financial Resource Group, Ltd. | 3.46% | Reduce -2.3% | 98,293 | $7.7M |
| Archford Capital Strategies, LLC | 1.12% | Reduce -12.9% | 97,493 | $7.6M |
| Cwm, LLC | 0.03% | Reduce -57.9% | 96,404 | $7.5M |
| Connecticut Wealth Management, LLC | 0.38% | Reduce -61.1% | 93,053 | $7.3M |
| Bluestem Financial Advisors, LLC | 3.33% | Reduce -0.3% | 90,912 | $7.1M |
| Clarity Capital Advisors, LLC | 4.65% | Reduce -3.4% | 90,432 | $7.1M |
| Wincap Financial LLC | 6.65% | Add +7.8% | 89,612 | $7.0M |
| VCI Wealth Management LLC | 2.94% | Add +8.7% | 89,466 | $7.0M |
| Washington Capital Management, Inc. | 5.61% | No change | 88,630 | $6.9M |
| Cambridge Associates LLC /Ma/ | 0.20% | Reduce -0.5% | 88,603 | $6.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | New | 88,300 | $6.9M |
| Galvin, Gaustad & Stein, LLC | 0.62% | Reduce -27.3% | 87,987 | $6.9M |
| Compass Planning Associates Inc | 6.95% | Reduce -30.7% | 87,796 | $6.9M |
| Hopwood Financial Services, Inc. | 5.31% | Add +4.2% | 87,796 | $6.9M |
| Elevated Capital Advisors, LLC | 1.91% | Reduce -14.8% | 86,892 | $6.8M |
| IFP Advisors, Inc | 0.21% | Add +0.9% | 85,820 | $6.7M |
| Sunesis Advisors, LLC | 3.62% | Add +0.0% | 85,215 | $6.7M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -0.8% | 84,490 | $6.6M |
| Dynamic Advisor Solutions LLC | 0.22% | New | 84,269 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -8.8% | 83,723 | $6.6M |
| Prudent Man Advisors, LLC | 2.38% | Add +11.6% | 83,533 | $6.5M |
| Essential Planning, LLC. | 2.62% | Reduce -98.3% | 83,199 | $6.5M |
| Stone Summit Wealth LLC | 2.19% | Reduce -0.9% | 82,691 | $6.5M |
| Apexium Financial, LP | 0.38% | Add +20.2% | 82,087 | $6.4M |
| Central Pacific Bank - Trust Division | 0.93% | Reduce -0.6% | 82,040 | $6.4M |
| Uptown Financial Advisors LLC | 6.54% | Add +8.5% | 80,860 | $6.3M |
| LongView Wealth Management | 1.88% | Reduce -2.2% | 80,227 | $6.3M |
| Morris Financial Concepts, Inc. | 2.61% | Add +5.2% | 79,606 | $6.2M |
| Regal Investment Advisors LLC | 0.50% | Reduce -0.3% | 79,241 | $6.2M |
| Forza Wealth Management, LLC | 2.77% | Add +2.1% | 78,724 | $6.2M |
| FIDELIS iM, LLC | 2.83% | Add +76.6% | 78,121 | $6.1M |
| Arcataur Capital Management LLC | 2.08% | Reduce -4.5% | 78,025 | $6.1M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -2.2% | 77,593 | $6.1M |
| Patriot Investment Management Group, Inc. | 0.45% | Add +3.5% | 77,033 | $6.0M |
| Marquette Associates, Inc. | 6.02% | No change | 76,887 | $6.0M |
| Raffa Wealth Management, LLC | 1.37% | Add +14.8% | 76,767 | $6.0M |
| PCG Asset Management, LLC | 5.62% | Add +5.7% | 76,688 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +35.1% | 76,032 | $6.0M |
| Cranbrook Wealth Management, LLC | 1.37% | Add +4.0% | 75,550 | $5.9M |
| LM Advisors LLC | 1.06% | No change | 74,684 | $5.8M |
| Kanawha Capital Management LLC | 0.44% | Reduce -2.4% | 72,143 | $5.6M |
| Rathbones Group PLC | 0.03% | Add +2.4% | 71,722 | $5.6M |
| Kiley Juergens Wealth Management, LLC | 1.49% | Reduce -8.5% | 71,260 | $5.6M |
| Principal Securities, Inc. | 0.12% | Add +0.2% | 72,172 | $5.6M |
| Boston Family Office LLC | 0.39% | Reduce -5.1% | 70,668 | $5.5M |
| Retirement Wealth Solutions LLC | 4.45% | Add +5.1% | 70,452 | $5.5M |
| Sandy Cove Advisors, LLC | 2.20% | Reduce -6.7% | 69,976 | $5.5M |
| IFG Advisory, LLC | 0.30% | Reduce -0.3% | 69,217 | $5.4M |
| Assetmark, Inc. | 0.01% | Reduce -25.0% | 69,082 | $5.4M |
| Darrow Company, Inc. | 3.01% | Add +3.3% | 69,003 | $5.4M |
| Bath Savings Trust Co | 0.56% | Add +5.5% | 68,674 | $5.4M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -0.5% | 68,568 | $5.4M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -0.2% | 67,917 | $5.3M |
| Harbour Trust & Investment Management Co | 0.64% | Add +1.8% | 67,722 | $5.3M |
| Prosperity Consulting Group, LLC | 0.40% | Add +8.1% | 66,882 | $5.2M |
| Consolidated Portfolio Review Corp | 0.83% | Add +2.7% | 66,546 | $5.2M |
| Karpus Management, Inc. | 0.17% | Reduce -1.3% | 65,620 | $5.1M |
| HB Wealth Management, LLC | 0.04% | Reduce -29.6% | 64,511 | $5.0M |
| Investment Partners, LTD. | 2.09% | Add +26.4% | 64,421 | $5.0M |
| Spire Wealth Management | 0.16% | Add +19.3% | 64,110 | $5.0M |
| Parr McKnight Wealth Management Group, LLC | 0.72% | New | 63,619 | $5.0M |
| AE Wealth Management LLC | 0.04% | Reduce -7.7% | 62,566 | $4.9M |
| Harbour Investments, Inc. | 0.14% | Add +1.4% | 62,243 | $4.9M |
| Forum Private Client Group LLC | 2.11% | Add +8.7% | 61,967 | $4.9M |
| Parallel Advisors, LLC | 0.11% | Add +13.8% | 60,914 | $4.8M |
| Integrated Advisors Network LLC | 0.24% | Reduce -1.5% | 60,896 | $4.8M |
| Manuka Financial, LLC | 3.09% | Add +1.7% | 60,893 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.2% | 60,656 | $4.7M |
| Bank of Hawaii | 0.27% | Add +8.1% | 60,590 | $4.7M |
| Successful Portfolios LLC | 3.21% | Add +13.1% | 60,330 | $4.7M |
| DBK Financial Counsel, LLC | 4.72% | Reduce -1.4% | 60,115 | $4.7M |
| Beaird Harris Wealth Management, LLC | 0.39% | Add +0.9% | 59,040 | $4.6M |
| Sterling Investment Management, LLC | 3.28% | Add +6.0% | 58,856 | $4.6M |
| Morningstar Investment Services LLC | 0.84% | Reduce -74.0% | 58,842 | $4.6M |
| Bull Oak Capital, LLC | 2.49% | Add +8.2% | 58,452 | $4.6M |
| OMNI 360 Wealth, Inc. | 3.06% | Add +9.9% | 58,284 | $4.6M |
| Slow Capital, Inc. | 0.61% | Reduce -6.6% | 58,153 | $4.6M |
| Financial Advocates Investment Management | 0.32% | Reduce -5.1% | 58,063 | $4.5M |
| Consilium Wealth Advisory, LLC | 2.26% | Add +3.5% | 57,705 | $4.5M |
| Signal Tree Financial Partners LLC | 4.47% | Add +6.7% | 56,890 | $4.5M |
| Neumann Capital Management, LLC | 1.54% | Reduce -12.2% | 56,750 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +3.3% | 56,350 | $4.4M |
| Centennial Bank | 2.08% | Add +0.3% | 55,894 | $4.4M |
| Pure Financial Advisors, LLC | 0.09% | Add +9.4% | 55,717 | $4.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +60.1% | 55,614 | $4.4M |
| Per Stirling Capital Management, LLC. | 0.62% | Add +17.1% | 54,886 | $4.3M |
| Fonville Wealth Management LLC | 1.26% | Reduce -4.0% | 54,686 | $4.3M |
| Strategic Investment Advisors / MI | 0.45% | Reduce -1.7% | 54,621 | $4.3M |
| Semmax Financial Advisors Inc. | 1.16% | Reduce -3.0% | 54,716 | $4.3M |
| Rockbridge Investment Management, LCC | 0.51% | Add +0.1% | 54,532 | $4.3M |
| Courage Miller Partners, LLC | 1.43% | Add +0.3% | 54,088 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -13.9% | 54,065 | $4.2M |
| Bfsg, LLC | 0.51% | Reduce -2.6% | 54,048 | $4.2M |
| BancFirst Trust & Investment Management | 2.11% | Add +0.8% | 53,861 | $4.2M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -5.8% | 53,667 | $4.2M |
| Haverford Trust Co | 0.04% | No change | 53,310 | $4.2M |
| Fifth Third Securities, Inc. | 0.35% | Add +17.7% | 52,685 | $4.1M |
| PAX Financial Group, LLC | 0.73% | Reduce -11.8% | 52,671 | $4.1M |
| BHK Investment Advisors, LLC | 1.73% | Reduce -9.6% | 52,333 | $4.1M |
| Ameritas Advisory Services, LLC | 0.16% | Add +17.4% | 52,176 | $4.1M |
| Integrity Investment Advisors, LLC | 3.73% | — | 52,094 | $4.1M |
| Ti-Trust, Inc. | 2.70% | Add +7.8% | 52,005 | $4.1M |
| Acropolis Investment Management, LLC | 0.24% | Reduce -0.8% | 51,751 | $4.1M |
| Financial Gravity Asset Management, Inc. | 0.88% | — | 51,725 | $4.0M |
| Wealth Architects, LLC | 0.44% | Add +10.1% | 50,801 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -39.3% | 51,304 | $4.0M |
| Infinity Wealth Counsel, LLC | 4.23% | Reduce -0.5% | 50,106 | $3.9M |
| CW Advisors, LLC | 0.05% | Add +22.4% | 49,699 | $3.9M |
| Evergreen Wealth Management, LLC | 2.32% | Add +4.8% | 49,612 | $3.9M |
| VestGen Advisors, LLC | 0.18% | — | 49,463 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +0.3% | 49,330 | $3.9M |
| Pines Wealth Management, LLC | 1.78% | Reduce -16.4% | 49,134 | $3.8M |
| First Hawaiian Bank | 0.56% | Reduce -6.5% | 48,974 | $3.8M |
| Prostatis Group LLC | 1.20% | Add +12.2% | 48,748 | $3.8M |
| BIP Alliance, LLC | 1.60% | Add +1.0% | 48,395 | $3.8M |
| Bluespring Wealth Management, LLC | 0.38% | Reduce -5.8% | 48,054 | $3.8M |
| Moller Wealth Partners | 0.93% | Reduce -7.1% | 47,918 | $3.8M |
| Becker Capital Management Inc. | 0.12% | Reduce -11.2% | 47,862 | $3.7M |
| Sagace Wealth Management LLC | 2.82% | Reduce -3.6% | 47,566 | $3.7M |
| SOL Capital Management CO | 0.41% | Reduce -2.4% | 47,565 | $3.7M |
| TCTC Holdings, LLC | 0.13% | No change | 47,394 | $3.7M |
| Sterling Financial Planning, Inc. | 1.34% | Reduce -16.3% | 47,328 | $3.7M |
| Traveka Wealth, LLC | 2.06% | Reduce -6.5% | 46,950 | $3.7M |
| Howard Financial Services, LTD. | 0.49% | Add +21.8% | 46,308 | $3.6M |
| Naples Global Advisors, LLC | 0.34% | Reduce -4.8% | 46,035 | $3.6M |
| Baker Avenue Asset Management, LP | 0.11% | Add +0.1% | 45,918 | $3.6M |
| Eastern Bank | 0.07% | Reduce -6.7% | 45,271 | $3.5M |
| Avion Wealth | 0.91% | No change | 45,846 | $3.5M |
| Parkworth Wealth Management, Inc. | 2.82% | Add +6.0% | 45,184 | $3.5M |
| Ahl Investment Management, Inc. | 2.43% | Add +2.5% | 44,963 | $3.5M |
| SageView Advisory Group, LLC | 0.15% | Reduce -55.3% | 44,612 | $3.5M |
| Smartleaf Asset Management LLC | 0.33% | Reduce -1.0% | 44,199 | $3.5M |
| HT Partners LLC | 1.18% | Add +7.7% | 43,905 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.3% | 43,388 | $3.4M |
| Mills Wealth Advisors LLC | 1.80% | New | 43,333 | $3.4M |
| Colorado Capital Management, Inc. | 1.58% | Reduce -5.0% | 43,278 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +4.2% | 42,812 | $3.4M |
| Sigma Planning Corp | 0.11% | Add +2.8% | 42,674 | $3.3M |
| Wescott Financial Advisory Group, LLC | 0.35% | Reduce -6.8% | 42,647 | $3.3M |
| Patten Group, Inc. | 0.76% | Add +1.7% | 42,582 | $3.3M |
| Stephens Inc. | 0.05% | Reduce -1.0% | 42,062 | $3.3M |
| Lodestone Wealth Management LLC | 1.75% | Add +1.0% | 41,924 | $3.3M |
| Ascent Group, LLC | 0.14% | Reduce -13.8% | 41,918 | $3.3M |
| Ridgewood Investments LLC | 1.49% | Add +8.2% | 40,829 | $3.2M |
| Sovran Advisors, LLC | 0.41% | Add +4.7% | 40,381 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Reduce -7.2% | 40,244 | $3.2M |
| Atlatl Advisers LLC | 2.04% | Reduce -1.3% | 40,127 | $3.1M |
| Silver Oak Securities, Incorporated | 0.29% | Add +0.8% | 39,548 | $3.1M |
| Calamos Wealth Management LLC | 0.16% | Add +0.4% | 39,449 | $3.1M |
| Flagstar Securities, Inc. | 0.79% | Reduce -16.4% | 39,333 | $3.1M |
| Citizens Financial Group Inc. | 0.06% | Add +7.8% | 39,063 | $3.1M |
| PrairieView Partners, LLC | 0.32% | Reduce -10.1% | 39,014 | $3.1M |
| Performance Wealth Partners, LLC | 0.11% | Reduce -0.3% | 38,952 | $3.0M |
| Accredited Wealth Management, LLC | 2.57% | Add +1.2% | 38,879 | $3.0M |
| Red Mountain Financial, LLC | 3.71% | Add +0.7% | 38,842 | $3.0M |
| Westfuller Advisors, LLC | 2.02% | Add +0.0% | 38,727 | $3.0M |
| Foster Group, Inc. | 0.11% | Add +79.5% | 38,590 | $3.0M |
| Everett Harris & Co. | 0.04% | Reduce -17.5% | 38,305 | $3.0M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Reduce -10.6% | 38,298 | $3.0M |
| MAI Capital Management | 0.02% | Add +5.6% | 38,120 | $3.0M |
| Robinswood Financial LLC | 1.10% | Reduce -2.2% | 37,941 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +0.3% | 37,713 | $3.0M |
| McNaughton Wealth Management, LLC | 1.43% | Reduce -58.7% | 37,544 | $2.9M |
| BLB&B Advisors, LLC | 0.15% | Reduce -0.1% | 37,536 | $2.9M |
| Proffitt & Goodson Inc. | 0.48% | Add +4.3% | 36,887 | $2.9M |
| Affinity Capital Advisors, LLC | 0.57% | Reduce -46.5% | 36,946 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.5% | 36,599 | $2.9M |
| FC Advisory LLC | 0.97% | Add +0.7% | 36,474 | $2.9M |
| Valley Wealth Managers, Inc. | 0.22% | Add +26.9% | 36,343 | $2.8M |
| Jackson Creek Investment Advisors LLC | 0.89% | Add +1.3% | 35,735 | $2.8M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -7.2% | 35,670 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.53% | Reduce -6.1% | 35,667 | $2.8M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -5.2% | 35,366 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.49% | Reduce -2.2% | 35,349 | $2.8M |
| Websterrogers Financial Advisors, LLC | 0.94% | Reduce -10.1% | 35,219 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +15.9% | 35,103 | $2.7M |
| Eclectic Associates Inc. | 0.73% | Add +4.1% | 34,736 | $2.7M |
| Jacobsen Capital Management | 1.17% | Reduce -7.0% | 34,507 | $2.7M |
| Family Wealth Partners, LLC | 1.22% | Reduce -4.0% | 34,139 | $2.7M |
| Aletheian Wealth Advisors LLC | 1.50% | Add +6.0% | 34,056 | $2.7M |
| Evensky & Katz LLC | 0.18% | Add +77.7% | 33,967 | $2.7M |
| Old Port Advisors | 0.79% | Reduce -11.5% | 33,843 | $2.6M |
| Ackerman Capital Advisors, LLC | 0.70% | Add +1.4% | 33,769 | $2.6M |
| CogentBlue Wealth Advisors, LLC | 2.31% | Reduce -3.5% | 33,587 | $2.6M |
| Aua Capital Management, LLC | 1.69% | Reduce -2.9% | 33,235 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +5.2% | 33,163 | $2.6M |
| Tritonpoint Wealth, LLC | 0.25% | Reduce -1.9% | 33,098 | $2.6M |
| Savvy Advisors, Inc. | 0.26% | Add +42.8% | 33,047 | $2.6M |
| Plancorp, LLC | 0.10% | Add +4.0% | 32,998 | $2.6M |
| FSB Premier Wealth Management, Inc. | 1.01% | Reduce -7.1% | 32,979 | $2.6M |
| Summit Wealth Partners, LLC | 0.52% | Add +28.8% | 32,828 | $2.6M |
| Enstar Group LTD | 0.95% | No change | 32,166 | $2.5M |
| Rosenberg Matthew Hamilton | 0.63% | Reduce -0.9% | 32,044 | $2.5M |
| Whittier Trust Co. | 0.03% | Reduce -3.6% | 31,623 | $2.5M |
| Fiduciary Group, LLC | 0.25% | Reduce -6.4% | 31,607 | $2.5M |
| Leeward Financial Partners, LLC | 0.92% | Add +9.6% | 31,524 | $2.5M |
| Arbor Wealth Advisors LLC | 2.20% | Add +16.4% | 31,453 | $2.5M |
| Everhart Financial Group, Inc. | 0.34% | Add +7.2% | 31,355 | $2.5M |
| DGS Capital Management, LLC | 0.65% | Add +17.6% | 31,289 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +20.0% | 31,233 | $2.4M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -2.0% | 31,066 | $2.4M |
| Kathmere Capital Management, LLC | 0.21% | Add +76.0% | 30,880 | $2.4M |
| Calton & Associates, Inc. | 0.55% | Add +22.3% | 30,816 | $2.4M |
| Provident Wealth Management, LLC | 0.83% | Reduce -8.5% | 30,696 | $2.4M |
| Mma Asset Management LLC | 1.01% | No change | 30,694 | $2.4M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -8.0% | 30,235 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -6.6% | 30,111 | $2.4M |
| Cadent Capital Advisors, LLC | 0.89% | Reduce -3.0% | 30,059 | $2.4M |
| Pine Harbor Wealth Management, LLC | 0.94% | Reduce -7.7% | 30,035 | $2.4M |
| Navalign, LLC | 0.67% | Add +6.0% | 29,960 | $2.3M |
| Thomasville National Bank | 0.17% | Reduce -1.4% | 29,917 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Add +13.2% | 29,898 | $2.3M |
| Cornerstone Financial Group, LLC | 2.10% | Add +7.3% | 30,030 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.3% | 29,706 | $2.3M |
| Aerodigm Wealth, LLC | 1.29% | Reduce -42.1% | 29,669 | $2.3M |
| American Investment Services, Inc. | 0.41% | Reduce -13.3% | 29,586 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Add +22.1% | 29,581 | $2.3M |
| Wela Strategies, Inc. | 0.97% | New | 29,365 | $2.3M |
| Cheviot Value Management, LLC | 0.28% | New | 29,411 | $2.3M |
| Ally Invest Advisors Inc. | 0.20% | Add +7.7% | 29,228 | $2.3M |
| Woodside Wealth Management LLC | 2.12% | — | 29,154 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Add +17.4% | 29,100 | $2.3M |
| K2 Financial Inc. | 2.23% | Add +0.6% | 29,018 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Add +11.2% | 28,925 | $2.3M |
| Ascentis Independent Advisors | 0.45% | Add +4.5% | 28,759 | $2.3M |
| Mengis Capital Management, Inc. | 0.47% | Reduce -6.3% | 28,595 | $2.2M |
| Welch & Forbes LLC | 0.03% | Reduce -7.2% | 28,578 | $2.2M |
| Northwest Wealth Management, LLC | 0.45% | Reduce -5.6% | 28,562 | $2.2M |
| Massachusetts Wealth Management | 1.52% | Add +7.7% | 28,367 | $2.2M |
| Axiom Financial Strategies, LLC | 1.31% | Reduce -16.4% | 28,284 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +107.7% | 28,273 | $2.2M |
| Compound Planning, Inc. | 0.10% | Reduce -10.4% | 27,859 | $2.2M |
| Family Legacy, Inc. | 0.74% | Add +2.4% | 27,696 | $2.2M |
| Investment Planning Advisors, Inc. | 0.88% | Reduce -55.7% | 27,615 | $2.2M |
| Bragg Financial Advisors, Inc | 0.09% | Reduce -2.9% | 27,421 | $2.1M |
| TCI Wealth Advisors, Inc. | 0.17% | Add +125.0% | 27,417 | $2.1M |
| Secured Retirement Advisors, LLC | 1.38% | Add +12.9% | 27,330 | $2.1M |
| Csenge Advisory Group | 0.12% | Reduce -0.9% | 27,067 | $2.1M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -5.7% | 26,730 | $2.1M |
| Roundview Capital LLC | 0.15% | Reduce -6.1% | 26,642 | $2.1M |
| Selective Wealth Management, Inc. | 0.91% | Reduce -4.9% | 26,748 | $2.1M |
| Level Wealth Management LLC | 1.36% | Add +19.2% | 26,537 | $2.1M |
| Soltis Investment Advisors LLC | 0.18% | Add +2.7% | 26,173 | $2.0M |
| NorthLanding Financial Partners, LLC | 2.00% | Reduce -8.9% | 26,031 | $2.0M |
| Shepherd Financial Partners LLC | 0.24% | Reduce -74.7% | 25,703 | $2.0M |
| HMV Wealth Advisors, LLC | 1.59% | Reduce -3.7% | 25,662 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.39% | Add +2.7% | 25,484 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Add +0.3% | 25,481 | $2.0M |
| Hollencrest Capital Management | 0.09% | Reduce -13.2% | 25,462 | $2.0M |
| Caldwell Trust Co | 0.21% | Add +5.0% | 25,454 | $2.0M |
| Evoke Wealth, LLC | 0.05% | Add +173.5% | 25,270 | $2.0M |
| Kovack Advisors, Inc. | 0.21% | Add +1.7% | 25,229 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +1.1% | 25,257 | $2.0M |
| Grey Fox Wealth Advisors, LLC | 0.53% | Reduce -5.8% | 25,146 | $2.0M |
| J. Safra Sarasin Holding AG | 0.04% | No change | 25,000 | $2.0M |
| Certior Financial Group, LLC | 1.61% | Add +42.9% | 24,949 | $2.0M |
| Hardy Reed LLC | 0.17% | Add +60.2% | 24,833 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Add +4.5% | 24,717 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.4% | 24,671 | $1.9M |
| Fiduciary Advisors, Inc. | 1.87% | Add +11.7% | 24,175 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Reduce -4.3% | 23,901 | $1.9M |
| Verum Partners LLC | 0.50% | Reduce -7.2% | 23,838 | $1.9M |
| Ascent Wealth Partners, LLC | 0.25% | Add +0.2% | 23,518 | $1.8M |
| Compass Ion Advisors, LLC | 0.22% | Reduce -0.0% | 23,469 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.56% | Reduce -39.9% | 23,309 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.25% | Add +22.1% | 23,211 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +211.7% | 23,078 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -27.3% | 23,025 | $1.8M |
| Adero Partners, LLC | 0.12% | Add +1.5% | 22,874 | $1.8M |
| Earned Wealth Advisors, LLC | 0.39% | Add +16.7% | 22,840 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -16.7% | 22,732 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -4.6% | 22,573 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -4.1% | 22,367 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +1.3% | 22,324 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.35% | Reduce -1.3% | 22,171 | $1.7M |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.5% | 22,083 | $1.7M |
| Country Club Bank | 0.12% | Reduce -9.4% | 21,990 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -4.9% | 21,952 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -14.1% | 21,829 | $1.7M |
| PFG Advisors | 0.09% | Add +16.1% | 21,574 | $1.7M |
| NBT Bank, N.A. | 0.12% | Add +170.9% | 21,478 | $1.7M |
| FourThought Financial Partners, LLC | 0.17% | Add +51.8% | 21,326 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -9.8% | 20,940 | $1.6M |
| Retirement Planning Group, LLC | 0.08% | Reduce -43.9% | 20,868 | $1.6M |
| Benchmark Wealth Management, LLC | 0.79% | New | 20,764 | $1.6M |
| Allodium Investment Consultants, LLC | 1.20% | Add +2.6% | 20,708 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.77% | Add +0.6% | 20,685 | $1.6M |
| Estate Counselors, LLC | 0.17% | Add +3.5% | 20,636 | $1.6M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +0.6% | 20,551 | $1.6M |
| Signal Advisors Wealth, LLC | 0.16% | Add +2.3% | 20,485 | $1.6M |
| Hansen & Associates Financial Group, Inc. | 0.85% | New | 20,356 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.40% | No change | 20,325 | $1.6M |
| First Interstate Bank | 0.09% | Reduce -2.3% | 20,210 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.59% | Reduce -0.4% | 20,180 | $1.6M |
| Keybank National Association | 0.01% | Add +18.0% | 20,103 | $1.6M |
| Pacific Financial Group Inc. | 1.24% | Add +9.2% | 19,700 | $1.5M |
| Root Financial Partners, LLC | 0.16% | Add +20.4% | 19,691 | $1.5M |
| Koss-Olinger Consulting, LLC | 0.13% | New | 19,518 | $1.5M |
| One Wealth Map LLC | 1.02% | Reduce -0.5% | 19,534 | $1.5M |
| Novak & Powell Financial Services, Inc. | 0.95% | Reduce -6.9% | 19,416 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -6.3% | 19,289 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.32% | Add +0.2% | 19,055 | $1.5M |
| Wilkins Miller Wealth Management, LLC | 1.12% | Add +371.0% | 18,981 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.12% | Reduce -0.4% | 18,976 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.3% | 18,922 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +42.4% | 18,907 | $1.5M |
| Kondo Wealth Advisors, Inc. | 0.72% | Reduce -4.2% | 18,735 | $1.5M |
| Allen Investment Management, LLC | 0.02% | No change | 18,728 | $1.5M |
| New Century Financial Group, LLC | 1.69% | Reduce -4.1% | 18,708 | $1.5M |
| Vectors Research Management, LLC | 0.51% | New | 18,694 | $1.5M |
| Thompson Investment Management, Inc. | 0.22% | Add +5.0% | 18,623 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | New | 18,620 | $1.5M |
| Waller Financial Planning Group, Inc. | 0.41% | Reduce -2.2% | 18,529 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.32% | Reduce -26.1% | 18,460 | $1.4M |
| Rockwood Wealth Management, LLC | 0.15% | Reduce -38.8% | 18,361 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +0.3% | 18,357 | $1.4M |
| Motco | 0.15% | Add +69.0% | 18,355 | $1.4M |
| Ashton Thomas Securities, LLC | 0.39% | Add +0.7% | 18,033 | $1.4M |
| Aries Wealth Management | 0.38% | Reduce -0.3% | 17,955 | $1.4M |
| Unison Advisors LLC | 0.18% | Reduce -6.9% | 17,951 | $1.4M |
| Graypoint LLC | 0.09% | Add +13.7% | 17,937 | $1.4M |
| RCS Financial Planning, LLC | 0.74% | Add +0.4% | 17,802 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.70% | No change | 17,772 | $1.4M |
| Good Steward Wealth Advisors,LLC | 1.27% | — | 17,757 | $1.4M |
| Bokf, NA | 0.02% | Reduce -6.1% | 17,752 | $1.4M |
| First PREMIER Bank | 0.35% | Add +2.8% | 17,652 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.07% | Add +3.8% | 17,592 | $1.4M |
| Lanark Financial, Inc. | 0.12% | — | 17,529 | $1.4M |
| Valley Financial Group, Inc. | 0.91% | Reduce -5.4% | 17,474 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +65.9% | 17,385 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.52% | Reduce -10.0% | 17,207 | $1.3M |
| LifePlan Investment Advisors, Inc. | 0.77% | Add +12.8% | 17,146 | $1.3M |
| Security Financial Services, INC. | 0.26% | Add +18.1% | 17,046 | $1.3M |
| Mycio Wealth Partners, LLC | 0.31% | New | 16,780 | $1.3M |
| Larson Financial Group LLC | 0.06% | Add +0.1% | 16,677 | $1.3M |
| Montecito Bank & Trust | 0.23% | Reduce -0.2% | 16,647 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +0.1% | 16,461 | $1.3M |
| Lokken Investment Group LLC | 0.54% | Reduce -0.1% | 16,428 | $1.3M |
| Global Assets Advisory, LLC | 0.24% | Add +200.0% | 16,383 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.04% | Reduce -3.5% | 16,300 | $1.3M |
| Southland Equity Partners LLC | 0.29% | Add +3.6% | 16,137 | $1.3M |
| Stonebridge Financial Group, LLC | 0.13% | Reduce -0.8% | 16,092 | $1.3M |
| Burney Co./ | 0.05% | Add +1.5% | 16,032 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +3.5% | 15,824 | $1.2M |
| Marcum Wealth, LLC | 0.11% | Reduce -3.9% | 15,687 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Add +7.0% | 15,454 | $1.2M |
| TruNorth Capital Management, LLC | 0.30% | Reduce -1.8% | 15,375 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | Add +11.8% | 15,298 | $1.2M |
| StoneX Group Inc. | 0.07% | Reduce -11.0% | 15,128 | $1.2M |
| Burt Wealth Advisors | 0.29% | Reduce -0.8% | 15,004 | $1.2M |
| Global Financial Private Client, LLC | 0.45% | Add +0.5% | 14,985 | $1.2M |
| L.K. Benson & Company, P.C. | 0.81% | Add +91.8% | 14,942 | $1.2M |
| VERITY Wealth Advisors | 0.85% | Reduce -5.3% | 14,673 | $1.1M |
| Courier Capital LLC | 0.08% | New | 14,665 | $1.1M |
| PMG Wealth Management, Inc. | 1.22% | Add +2.9% | 14,678 | $1.1M |
| Independent Family Office, LLC | 0.60% | Reduce -2.8% | 14,559 | $1.1M |
| Legacy Solutions, LLC | 1.25% | Add +6.1% | 14,536 | $1.1M |
| Disciplined Investments, LLC | 0.52% | Reduce -4.1% | 14,357 | $1.1M |
| Aureus Asset Management, LLC | 0.08% | Add +21.5% | 14,356 | $1.1M |
| Hall Laurie J Trustee | 0.40% | Add +256.7% | 14,267 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.4% | 14,250 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Add +18.8% | 14,238 | $1.1M |
| Allegiance Financial Group Advisory Services LLC | 0.34% | Reduce -9.8% | 14,171 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -3.1% | 14,148 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.5% | 14,111 | $1.1M |
| Riverbend Wealth Management, LLC | 0.98% | Add +1.4% | 14,021 | $1.1M |
| International Private Wealth Advisors LLC | 1.05% | Add +0.0% | 13,999 | $1.1M |
| Archer Investment Corp | 0.28% | Add +0.5% | 13,826 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +105.5% | 13,817 | $1.1M |
| GWN Securities Inc. | 0.06% | New | 13,702 | $1.1M |
| Wealthstream Advisors, Inc. | 0.20% | Add +0.9% | 13,634 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.3% | 13,574 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -6.3% | 13,571 | $1.1M |
| Absolute Capital Management, LLC | 0.61% | Add +6.0% | 13,563 | $1.1M |
| First National Bank of Omaha | 0.07% | Add +1.1% | 13,561 | $1.1M |
| Range Financial Group LLC | 0.47% | Reduce -7.4% | 13,496 | $1.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.52% | Reduce -20.9% | 13,474 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -6.7% | 13,466 | $1.1M |
| FSA Advisors, Inc. | 0.84% | New | 13,448 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -0.2% | 13,281 | $1.0M |
| Transcendent Capital Group LLC | 0.58% | Add +6.0% | 13,272 | $1.0M |
| Texas Bank & Trust Co | 0.44% | Reduce -9.4% | 13,175 | $1.0M |
| Compass Wealth Management LLC | 0.26% | Add +23.9% | 13,157 | $1.0M |
| Hancock Whitney Corp. | 0.03% | New | 13,137 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +4.0% | 13,000 | $1.0M |
| Advyzon Investment Management, LLC | 0.36% | Reduce -6.0% | 12,992 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Add +0.0% | 12,913 | $1.0M |
| Woodward Diversified Capital, LLC | 0.71% | Add +105.0% | 12,862 | $1.0M |
| Stephens Consulting, LLC | 0.25% | Add +45.6% | 12,862 | $1.0M |
| VestGen Investment Management | 0.76% | Reduce -76.2% | 12,806 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Reduce -2.3% | 12,800 | $1.0M |
| Andrews, Lucia Wealth Management LLC | 0.66% | Reduce -2.1% | 12,779 | $987K |
| Prospera Financial Services Inc | 0.02% | Reduce -6.6% | 12,518 | $981K |
| Guidance Capital, Inc. | 0.30% | Add +5.5% | 12,403 | $969K |
| MBL Wealth, LLC | 0.10% | Reduce -8.9% | 12,235 | $958K |
| Red Wave Investments LLC | 0.34% | Reduce -2.5% | 12,181 | $954K |
| Simplicity Wealth,LLC | 0.07% | No change | 12,180 | $953K |
| Cambridge Capital Management, LLC | 0.60% | Reduce -4.9% | 12,167 | $952K |
| TBH Global Asset Management, LLC | 0.18% | Add +145.4% | 12,727 | $949K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +50.2% | 12,095 | $947K |
| Capital Insight Partners, LLC | 0.17% | Reduce -4.3% | 12,088 | $946K |
| Brookwood Investment Group LLC | 0.16% | — | 12,088 | $946K |
| Trust Co. of Vermont | 0.05% | Reduce -6.3% | 12,075 | $945K |
| Equity Investment Corp. | 0.02% | Add +15.0% | 12,004 | $940K |
| Sax Wealth Advisors, LLC | 0.07% | New | 11,979 | $938K |
| Axxcess Wealth Management, LLC | 0.03% | Add +159.5% | 11,892 | $931K |
| Powers Advisory Group, LLC | 0.44% | Reduce -0.3% | 11,836 | $927K |
| Chapin Davis, Inc. | 0.32% | Reduce -2.6% | 11,829 | $926K |
| REAP Financial Group, LLC | 0.23% | Add +4.0% | 11,809 | $924K |
| Modern Wealth Management, LLC | 0.03% | Add +61.7% | 11,764 | $921K |
| Argent Trust Co | 0.04% | Add +1.1% | 11,659 | $913K |
| Monument Group Wealth Advisors, LLC | 0.63% | Add +0.4% | 11,657 | $913K |
| Evolution Wealth Advisors, LLC | 0.15% | Add +21.3% | 11,559 | $905K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +1.6% | 11,468 | $898K |
| Cooper Financial Group | 0.12% | Reduce -18.5% | 11,456 | $897K |
| Greenbush Financial Group, LLC | 0.45% | Add +15.7% | 11,434 | $895K |
| Michael A. Dubis Financial Planning, LLC | 0.87% | Add +0.2% | 11,430 | $895K |
| CVA Family Office, LLC | 0.14% | Reduce -1.9% | 11,298 | $884K |
| Lighthouse Wealth Management Inc. | 0.80% | Reduce -6.9% | 11,199 | $877K |
| Maripau Wealth Management LLC | 0.50% | Reduce -10.9% | 11,146 | $873K |
| Opus Capital Group, LLC | 0.11% | No change | 11,095 | $869K |
| RIA Advisory Group LLC | 0.28% | Reduce -12.0% | 11,050 | $865K |
| United Bank | 0.11% | No change | 11,034 | $864K |
| Elevatus Welath Management | 0.49% | Add +4.5% | 11,015 | $862K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -36.4% | 10,874 | $851K |
| Loudon Investment Management, LLC | 0.48% | Add +0.9% | 10,830 | $848K |
| Gradient Capital Advisors, LLC | 0.27% | Reduce -1.0% | 10,761 | $842K |
| Continuum Advisory, LLC | 0.11% | Reduce -8.7% | 10,733 | $840K |
| Barrett & Company, Inc. | 0.36% | Add +0.3% | 10,561 | $827K |
| Red Cedar Investment Management, LLC | 0.11% | No change | 10,560 | $827K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Add +10.7% | 10,527 | $824K |
| Center For Asset Management LLC | 0.50% | Add +3.0% | 10,382 | $813K |
| Alhambra Investment Management LLC | 0.42% | Add +0.6% | 10,309 | $807K |
| Equitable Holdings, Inc. | 0.01% | Reduce -56.1% | 10,211 | $799K |
| Fiera Capital Corp | 0.00% | Reduce -12.1% | 10,208 | $799K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +163.4% | 10,188 | $797K |
| Aegis Wealth Management LLC | 0.47% | Add +16.4% | 10,181 | $797K |
| Montag A & Associates Inc. | 0.04% | Add +1.4% | 10,122 | $792K |
| ProVise Management Group, LLC | 0.07% | Reduce -26.7% | 10,080 | $789K |
| Garde Capital, Inc. | 0.05% | New | 10,075 | $789K |
| Moneco Advisors, LLC | 0.08% | Reduce -10.2% | 10,025 | $785K |
| ABLE Financial Group, LLC | 0.22% | No change | 9,996 | $782K |
| Gridiron Partners, LLC | 0.50% | Reduce -10.7% | 9,994 | $782K |
| Waverly Advisors, LLC | 0.01% | Add +11.9% | 9,916 | $776K |
| Western Wealth Management, LLC | 0.05% | Reduce -18.5% | 9,900 | $775K |
| Asset Management Group, Inc. | 0.14% | Add +0.5% | 9,852 | $771K |
| Van Cleef Asset Management,Inc | 0.09% | Add +0.7% | 9,830 | $769K |
| Aspiriant, LLC | 0.03% | Reduce -12.6% | 9,784 | $766K |
| Sellwood Investment Partners LLC | 0.40% | Reduce -1.4% | 9,779 | $766K |
| Midwest Capital Advisors, LLC | 0.46% | Reduce -50.9% | 9,667 | $757K |
| Reyes Financial Architecture, Inc. | 0.55% | Add +4.8% | 9,551 | $748K |
| Bison Wealth, LLC | 0.07% | Reduce -3.1% | 9,421 | $737K |
| PFG Investments, LLC | 0.05% | Reduce -14.6% | 9,412 | $737K |
| Maia Wealth LLC | 0.17% | Reduce -4.2% | 9,447 | $737K |
| Level Four Advisory Services, LLC | 0.03% | Add +51.5% | 9,408 | $736K |
| Mainsail Asset Management, LLC | 0.50% | Add +0.5% | 9,374 | $734K |
| Chico Wealth RIA | 0.64% | Reduce -6.0% | 9,355 | $732K |
| Envision Financial Planning, LLC | 0.37% | Add +61.9% | 9,343 | $731K |
| Cibc World Market Inc. | 0.00% | Add +2.2% | 9,310 | $729K |
| Americana Partners, LLC | 0.03% | Add +0.2% | 9,305 | $728K |
| Accelerate Investment Advisors LLC | 0.61% | Add +12.0% | 9,283 | $727K |
| Towne Trust Company, N.A | 0.25% | Add +454.8% | 9,277 | $726K |
| Cumberland Advisors Inc. | 0.33% | Reduce -1.9% | 9,260 | $725K |
| Clearstead Advisors, LLC | 0.01% | Add +27.0% | 9,202 | $720K |
| Hickory Point Bank & Trust | 0.63% | No change | 9,200 | $720K |
| Narus Financial Partners, LLC | 0.24% | Reduce -14.4% | 9,058 | $709K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.5% | 9,042 | $708K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +1.4% | 9,036 | $707K |
| Acorn Wealth Advisors, LLC | 0.29% | Add +2.7% | 9,005 | $705K |
| Brookmont Capital Management | 0.40% | Reduce -4.6% | 9,001 | $705K |
| Quantinno Capital Management LP | 0.00% | No change | 8,993 | $704K |
| Quadrant Capital Group LLC | 0.03% | No change | 8,947 | $700K |
| Brand Asset Management Group, Inc. | 0.29% | Reduce -23.6% | 8,828 | $691K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Add +0.2% | 8,816 | $690K |
| GC Wealth Management RIA, LLC | 0.13% | New | 8,751 | $685K |
| Brass Tax Wealth Management, Inc. | 0.14% | Add +12.7% | 8,714 | $682K |
| Arete Wealth Advisors, LLC | 0.05% | Add +9.5% | 8,716 | $682K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 8,664 | $678K |
| SAM Advisors, LLC | 0.25% | Add +1.9% | 8,629 | $675K |
| American Institute for Advanced Investment Management, LLP | 0.51% | Add +0.2% | 8,593 | $673K |
| Coordinated Financial Services, Inc. | 0.52% | — | 8,517 | $667K |
| Regions Financial Corp. | 0.00% | Reduce -39.8% | 8,459 | $662K |
| AMG National Trust Bank | 0.02% | Add +4.9% | 8,439 | $661K |
| Two West Capital Advisors LLC | 0.55% | Add +0.9% | 8,497 | $661K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -13.3% | 8,365 | $655K |
| Lord & Richards Wealth Management, LLC | 0.74% | Add +48.0% | 8,360 | $654K |
| OLIO Financial Planning | 0.23% | Reduce -78.0% | 8,356 | $654K |
| Forthright Family Wealth Advisory LLC | 0.43% | Reduce -17.9% | 8,349 | $654K |
| SCS Capital Management LLC | 0.01% | New | 8,260 | $647K |
| Summit Wealth Group, LLC | 0.19% | Reduce -12.2% | 8,255 | $646K |
| Tumwater Wealth Management, LLC | 0.34% | Reduce -35.3% | 8,240 | $645K |
| Wick Capital Partners, LLC | 0.19% | Add +0.3% | 8,173 | $640K |
| Womack Financial LLC | 0.58% | Add +27.9% | 8,153 | $638K |
| WoodTrust Financial Corp | 0.09% | Add +31.0% | 8,155 | $638K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.3% | 8,144 | $637K |
| Redwood Investment Management, LLC | 0.07% | Reduce -10.2% | 8,104 | $634K |
| SpringVest Wealth Management LLC | 0.52% | Reduce -0.2% | 8,082 | $633K |
| Team Financial Group, LLC | 0.36% | Reduce -25.7% | 8,062 | $631K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.6% | 8,040 | $629K |
| Alamar Capital Management, LLC | 0.37% | Reduce -10.6% | 8,020 | $628K |
| SRH Advisors, LLC | 0.19% | Reduce -20.0% | 8,000 | $626K |
| Simmons Bank | 0.05% | Reduce -5.4% | 7,981 | $625K |
| HCR Wealth Advisors | 0.08% | No change | 7,940 | $622K |
| Summit Financial Strategies, Inc. | 0.06% | Reduce -66.1% | 7,739 | $606K |
| Curi Capital, LLC | 0.01% | New | 7,685 | $602K |
| World Equity Group, Inc. | 0.17% | Reduce -44.9% | 7,641 | $598K |
| Argus Investors' Counsel, Inc. | 0.45% | Add +1.9% | 7,618 | $596K |
| Tiemann Investment Advisors, LLC | 0.27% | Reduce -12.2% | 7,600 | $595K |
| Eagle Strategies LLC | 0.10% | Add +21.7% | 7,583 | $594K |
| Brown, Lisle/Cummings, Inc. | 0.17% | No change | 7,553 | $591K |
| First Manhattan Co. Llc. | 0.00% | Add +23.8% | 7,540 | $590K |
| Canvas Wealth Advisors, LLC | 0.15% | Reduce -3.8% | 7,532 | $589K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 7,478 | $585K |
| Corus Family Wealth Advisors | 0.40% | No change | 7,462 | $584K |
| Chatham Capital Group, Inc. | 0.10% | No change | 7,459 | $584K |
| Brighton Jones LLC | 0.02% | Reduce -36.0% | 7,457 | $584K |
| LBMC Investment Advisors, LLC | 0.05% | Reduce -3.6% | 7,397 | $579K |
| Zhang Financial LLC | 0.03% | New | 7,315 | $573K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -9.4% | 7,291 | $571K |
| Davidson Trust Co. | 0.27% | Reduce -3.3% | 7,290 | $571K |
| Rossby Financial, LCC | 0.25% | Reduce -21.7% | 7,246 | $568K |
| Madden Advisory Services, Inc. | 0.26% | Reduce -0.5% | 7,252 | $568K |
| Stockman Wealth Management, Inc. | 0.08% | Add +9.4% | 7,251 | $568K |
| Life Planning Partners, Inc | 0.51% | No change | 7,188 | $563K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -3.4% | 7,185 | $562K |
| Prudent Man Investment Management, Inc. | 0.31% | No change | 7,234 | $559K |
| Minot DeBlois Advisors LLC | 0.56% | Reduce -25.9% | 7,127 | $558K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.1% | 7,083 | $554K |
| Total Wealth Planning, LLC | 0.08% | Add +0.0% | 7,027 | $550K |
| VSM Wealth Advisory, LLC | 0.19% | Add +15.4% | 6,921 | $542K |
| SeaBridge Investment Advisors LLC | 0.12% | Reduce -77.2% | 6,913 | $541K |
| Shore Point Advisors, LLC | 0.29% | Add +15.1% | 6,905 | $541K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.3% | 6,900 | $540K |
| JT Stratford LLC | 0.10% | Reduce -22.6% | 6,899 | $540K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,841 | $536K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 6,817 | $534K |
| My Legacy Advisors, LLC | 0.21% | New | 6,803 | $533K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Reduce -0.4% | 6,798 | $532K |
| Ruedi Wealth Management, Inc. | 0.16% | Reduce -4.1% | 6,730 | $527K |
| Millennium Management | 0.00% | Reduce -44.8% | 6,709 | $525K |
| Breakwater Investment Management | 0.22% | No change | 6,664 | $522K |
| BCS Wealth Management | 0.13% | Add +4.9% | 6,656 | $521K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.7% | 6,637 | $520K |
| Legacy PCG, LLC | 0.36% | No change | 6,606 | $517K |
| Trilogy Capital Inc. | 0.03% | Add +5.7% | 6,595 | $516K |
| United Advisor Group, LLC | 0.11% | Add +13.1% | 6,594 | $516K |
| Sloy Dahl & Holst, LLC | 0.09% | Add +11.4% | 6,581 | $515K |
| Franklin Resources Inc. | 0.00% | Reduce -12.6% | 6,558 | $513K |
| RoundAngle Advisors LLC | 0.47% | Reduce -1.0% | 6,517 | $510K |
| Cary Street Partners Investment Advisory LLC | 0.29% | No change | 6,510 | $510K |
| Aptus Capital Advisors, LLC | 0.01% | Add +22.4% | 6,479 | $507K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 6,469 | $506K |
| Elgethun Capital Management | 0.11% | New | 6,460 | $506K |
| Clientfirst Wealth Management, LLC | 0.57% | No change | 6,437 | $504K |
| Reliant Investment Partners, LLC | 0.51% | Reduce -3.0% | 6,435 | $504K |
| ARK & TLK Investments, LLC | 0.18% | Reduce -2.0% | 6,426 | $503K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -14.9% | 6,424 | $503K |
| Armbruster Capital Management, Inc. | 0.10% | New | 6,417 | $502K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.4% | 6,410 | $502K |
| Gibraltar Capital Management, Inc. | 0.11% | New | 6,405 | $501K |
| A. D. Beadell Investment Counsel, Inc. | 0.42% | Add +1.6% | 6,364 | $498K |
| Baron Financial Group, LLC | 0.31% | Reduce -0.5% | 6,355 | $497K |
| Potomac Fund Management Inc. | 0.22% | Add +1.9% | 6,354 | $497K |
| Radnor Capital Management, LLC | 0.08% | No change | 6,347 | $497K |
| Stewardship Advisors, LLC | 0.13% | Add +11.6% | 6,306 | $494K |
| Pointe Capital Management LLC | 0.29% | Reduce -14.4% | 6,305 | $494K |
| Wealth Advisory Solutions, LLC | 0.13% | Reduce -7.5% | 6,257 | $490K |
| Barnes Wealth Management Group, Inc | 0.31% | Reduce -22.7% | 6,216 | $487K |
| FSA Investment Group, LLC | 0.41% | Add +0.6% | 6,181 | $484K |
| Principia Wealth Advisory, LLC | 0.46% | Add +1.2% | 6,173 | $482K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +11.3% | 6,153 | $482K |
| Olde Wealth Management, LLC | 0.17% | Add +0.7% | 6,125 | $479K |
| American Capital Advisory, LLC | 0.26% | Reduce -2.0% | 6,113 | $479K |
| Hiley Hunt Wealth Management | 0.26% | Add +4.6% | 6,064 | $474K |
| Liberty Wealth Management LLC | 0.09% | Add +10.1% | 6,037 | $472K |
| Kestra Investment Management, LLC | 0.01% | Add +61.5% | 6,022 | $471K |
| Webster Bank, N. A. | 0.05% | No change | 6,017 | $471K |
| Milestone Investment Advisors LLC | 0.13% | Add +15.5% | 6,008 | $470K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +3.7% | 5,984 | $468K |
| Pacific Point Advisors, LLC | 0.26% | No change | 5,980 | $468K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -5.6% | 5,925 | $464K |
| Austin Wealth Management, LLC | 0.09% | Reduce -8.8% | 5,895 | $462K |
| Tortoise Investment Management, LLC | 0.05% | Add +7.6% | 5,875 | $460K |
| Inspirion Wealth Advisors, LLC | 0.06% | Add +0.4% | 5,861 | $459K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.6% | 5,861 | $459K |
| Buck Wealth Strategies, LLC | 0.08% | New | 5,857 | $458K |
| Diversified Enterprises, LLC | 0.04% | New | 5,844 | $457K |
| Rock Point Advisors, LLC | 0.14% | Reduce -5.7% | 5,815 | $455K |
| James Investment Research, Inc. | 0.06% | Add +1.9% | 5,810 | $455K |
| Squire Investment Management Company, LLC | 0.19% | Add +0.2% | 5,804 | $454K |
| Financial Counselors Inc. | 0.01% | Reduce -37.9% | 5,794 | $454K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.6% | 5,778 | $452K |
| Shayne & Jacobs, LLC | 0.11% | No change | 5,775 | $452K |
| Ballentine Capital Advisors, Inc | 0.23% | Reduce -3.0% | 5,752 | $450K |
| Wealth Group, Ltd. | 0.29% | Add +3.4% | 5,749 | $450K |
| Intergy Private Wealth, LLC | 0.17% | Reduce -1.1% | 5,657 | $443K |
| German American Bancorp, Inc. | 0.05% | No change | 5,623 | $440K |
| Anchor Investment Management, LLC | 0.04% | Add +0.2% | 5,591 | $438K |
| Ignite Planners, LLC | 0.09% | New | 5,571 | $436K |
| Legacy Advisory Services, LLC | 0.37% | Add +45.2% | 5,532 | $433K |
| Advisory Alpha, LLC | 0.01% | Add +63.9% | 5,521 | $432K |
| Vestia Personal Wealth Advisors | 0.34% | Add +0.3% | 5,423 | $424K |
| Godshalk Welsh Capital Management, Inc. | 0.28% | Add +1.2% | 5,405 | $423K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -17.1% | 5,372 | $421K |
| Topel & Distasi Wealth Management, LLC | 0.19% | No change | 5,332 | $417K |
| Linscomb Wealth, Inc. | 0.02% | Add +21.0% | 5,316 | $416K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +25.8% | 5,305 | $415K |
| Blue Barn Wealth, LLC | 0.22% | New | 5,290 | $414K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -25.7% | 5,263 | $412K |
| Mainstream Capital Management LLC | 0.33% | No change | 5,245 | $411K |
| Etesian Wealth Advisors, Inc. | 0.18% | Reduce -38.5% | 5,207 | $408K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +18.9% | 5,192 | $406K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $406K |
| Dakota Wealth Management | 0.01% | Reduce -14.2% | 5,189 | $406K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 5,225 | $404K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -31.5% | 5,143 | $403K |
| Gateway Wealth Partners, LLC | 0.09% | Add +5.4% | 5,128 | $401K |
| Clear Creek Financial Management, LLC | 0.04% | New | 5,125 | $401K |
| Vance Wealth, LLC | 0.15% | Add +46.8% | 5,089 | $398K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Reduce -26.5% | 5,081 | $398K |
| Topsail Wealth Management, LLC | 0.08% | Add +0.5% | 5,066 | $397K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 5,055 | $396K |
| Claris Financial LLC | 0.26% | No change | 5,119 | $396K |
| Stratos Investment Management, LLC | 0.02% | New | 5,051 | $395K |
| Jacobi Capital Management LLC | 0.03% | Reduce -19.9% | 5,042 | $395K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 5,030 | $394K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 5,000 | $391K |
| NorthStar Asset Management LLC | 0.24% | Add +0.6% | 4,975 | $389K |
| Duncan Williams Asset Management, LLC | 0.14% | No change | 4,952 | $388K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.0% | 4,931 | $386K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -18.0% | 4,905 | $384K |
| Keystone Financial Group, Inc. | 0.27% | Add +2.3% | 4,887 | $382K |
| Delta Financial Advisors LLC | 0.14% | Reduce -7.0% | 4,855 | $380K |
| CX Institutional | 0.01% | New | 4,787 | $375K |
| FDx Advisors, Inc. | 0.12% | Add +1.5% | 4,710 | $369K |
| Wynn Capital, LLC | 0.22% | No change | 4,700 | $368K |
| Delta Financial Group, Inc. | 0.08% | Reduce -7.5% | 4,703 | $367K |
| Strategic Blueprint, LLC | 0.02% | Reduce -8.2% | 4,642 | $363K |
| Apeiron RIA LLC | 0.11% | Reduce -3.9% | 4,639 | $363K |
| Elios Financial Group Inc. | 0.18% | Reduce -4.7% | 4,637 | $363K |
| Fiduciary Financial Group, LLC | 0.08% | Add +11.6% | 4,652 | $363K |
| Golden State Wealth Management, LLC | 0.05% | Add +5394.1% | 4,615 | $361K |
| Raleigh Capital Management Inc. | 0.16% | Add +3.6% | 4,601 | $360K |
| Cape Investment Advisory, Inc. | 0.14% | Add +55.8% | 4,600 | $360K |
| S.A. Mason LLC | 0.19% | Add +0.3% | 4,600 | $360K |
| Financial & Tax Architects, LLC | 0.09% | No change | 4,555 | $357K |
| Davis Wealth Advisors, LLC | 0.40% | Add +0.4% | 4,553 | $356K |
| Davis R M Inc. | 0.01% | Reduce -10.8% | 4,550 | $356K |
| New Capital Management LP | 0.10% | Reduce -88.0% | 4,516 | $354K |
| My Personal CFO, LLC | 0.18% | Reduce -8.4% | 4,487 | $351K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.6% | 4,484 | $351K |
| BIP Wealth, LLC | 0.02% | Reduce -6.4% | 4,481 | $351K |
| Frontier Asset Management, LLC | 0.10% | Reduce -1.4% | 4,445 | $348K |
| Dravo Bay LLC | 0.18% | Add +9.5% | 4,442 | $348K |
| Element Pointe Advisors, LLC | 0.08% | No change | 4,441 | $348K |
| Elmwood Wealth Management, Inc. | 0.14% | Reduce -6.3% | 4,425 | $346K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | Reduce -3.2% | 4,419 | $346K |
| Biltmore Family Office, LLC | 0.06% | Reduce -54.8% | 4,390 | $344K |
| Twin City Private Wealth, LLC | 0.30% | Reduce -1.9% | 4,371 | $342K |
| Stanich Group LLC | 0.25% | Reduce -1.0% | 4,324 | $338K |
| Running Point Capital Advisors, LLC | 0.11% | Add +11.6% | 4,323 | $338K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -35.4% | 4,323 | $338K |
| Madrona Financial Services, LLC | 0.09% | Reduce -92.5% | 4,320 | $338K |
| Keb Asset Management, LLC | 0.10% | No change | 4,313 | $338K |
| Chemistry Wealth Management LLC | 0.08% | No change | 4,304 | $337K |
| Private Management Group Inc. | 0.01% | Reduce -9.6% | 4,284 | $335K |
| Investment Advisory Group, LLC | 0.11% | No change | 4,271 | $334K |
| Nabity-Jensen Investment Management Inc | 0.26% | Reduce -19.1% | 4,238 | $332K |
| Greenwood Gearhart LLC | 0.02% | Reduce -73.2% | 4,223 | $331K |
| Revisor Wealth Management LLC | 0.15% | New | 4,211 | $330K |
| Councilor Wealth, LLC | 0.16% | New | 4,211 | $330K |
| Rialto Wealth Management, LLC | 0.10% | Add +1.5% | 4,209 | $329K |
| Penney Financial, LLC | 0.22% | Add +0.1% | 4,202 | $329K |
| Crabel Capital Management, LLC | 0.35% | New | 4,184 | $328K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -28.5% | 4,166 | $326K |
| V2 Financial group LLC | 0.21% | Reduce -33.5% | 4,164 | $326K |
| Harbor Investment Advisory, LLC | 0.03% | Add +99.1% | 4,157 | $325K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Add +0.7% | 4,140 | $324K |
| Camden National Bank | 0.05% | Reduce -16.4% | 4,123 | $323K |
| Berger Financial Group, Inc | 0.02% | Add +2.0% | 4,116 | $322K |
| Hanover Advisors Inc. | 0.14% | No change | 4,074 | $319K |
| Private Trust Co. NA | 0.03% | Reduce -9.9% | 4,067 | $318K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -0.6% | 4,042 | $316K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Reduce -1.4% | 4,034 | $316K |
| Entrewealth, LLC | 0.24% | Reduce -5.5% | 3,985 | $312K |
| Lion Street Advisors, LLC | 0.10% | Add +3.4% | 3,984 | $312K |
| Argonautica Private Wealth Management, Inc. | 0.11% | Reduce -0.5% | 3,982 | $312K |
| Capital Advisors Inc. | 0.01% | No change | 3,956 | $310K |
| Fortis Capital Advisors, LLC | 0.06% | New | 3,951 | $309K |
| Belpointe Asset Management LLC | 0.02% | Add +27.5% | 3,951 | $309K |
| Lakewood Asset Management LLC | 0.21% | Add +0.6% | 3,942 | $309K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -20.7% | 3,934 | $308K |
| Forefront Wealth Partners, LLC | 0.21% | New | 3,919 | $307K |
| Lockerman Financial Group, Inc. | 0.46% | Reduce -10.7% | 3,916 | $307K |
| WPG Advisers, LLC | 0.28% | Reduce -10.1% | 3,904 | $306K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.7% | 3,884 | $304K |
| Colonial River Investments, LLC | 0.17% | Reduce -15.4% | 3,875 | $303K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,860 | $302K |
| Balentine LLC | 0.01% | No change | 3,838 | $300K |
| Cornerstone Planning Group LLC | 0.07% | Add +37.7% | 3,838 | $300K |
| Nautilus Advisors LLC | 0.25% | No change | 3,800 | $297K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +17.5% | 3,771 | $295K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -4.7% | 3,744 | $293K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Reduce -23.3% | 3,723 | $291K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -10.8% | 3,690 | $289K |
| Meridian Investment Counsel Inc. | 0.09% | Reduce -40.5% | 3,689 | $289K |
| Accurate Wealth Management, LLC | 0.06% | Add +22.5% | 3,709 | $288K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,671 | $287K |
| Aprio Wealth Management, LLC | 0.04% | Add +18.2% | 3,670 | $287K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -0.8% | 3,650 | $286K |
| Saiph Capital, LLC | 0.14% | No change | 3,629 | $284K |
| Astoria Portfolio Advisors LLC. | 0.10% | New | 3,611 | $282K |
| Kelly Financial Services LLC | 0.10% | Reduce -41.8% | 3,604 | $282K |
| Security National Bank | 0.05% | No change | 3,602 | $282K |
| Maxele Advisors, LLC | 0.27% | No change | 3,600 | $282K |
| LVW Advisors, LLC | 0.03% | Reduce -97.9% | 3,585 | $281K |
| Watchman Group, Inc. | 0.08% | Reduce -22.1% | 3,579 | $280K |
| McIlrath & Eck, LLC | 0.03% | Add +55.2% | 3,567 | $279K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Reduce -1.3% | 3,559 | $279K |
| Moors & Cabot, Inc. | 0.01% | Reduce -65.1% | 3,559 | $279K |
| Prospera Capital Management, LLC | 0.18% | New | 3,565 | $278K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,539 | $277K |
| Cascade Investment Advisors, Inc. | 0.19% | Reduce -1.4% | 3,534 | $277K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 3,528 | $276K |
| Quadcap Wealth Management, LLC | 0.04% | Add +10.9% | 3,512 | $275K |
| Howe & Rusling Inc. | 0.02% | Add +26.2% | 3,501 | $274K |
| Compass Capital Corp. /Ma/ | 0.14% | Reduce -37.2% | 3,466 | $271K |
| Atlas Wealth Partners, LLC | 0.33% | No change | 3,426 | $268K |
| KFA Private Wealth Group, LLC | 0.09% | New | 3,391 | $265K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $265K |
| RiverGlades Family Offices LLC | 0.19% | No change | 3,380 | $265K |
| Moseley Investment Management Inc. | 0.10% | Reduce -1.1% | 3,371 | $264K |
| E&G Advisors, LLC | 0.07% | No change | 3,370 | $264K |
| WealthPLAN Partners, LLC | 0.04% | Add +1.7% | 3,365 | $263K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -6.8% | 3,361 | $263K |
| LJI Wealth Management, LLC | 0.05% | Add +0.5% | 3,347 | $262K |
| GatePass Capital, LLC | 0.20% | Reduce -9.5% | 3,339 | $261K |
| One Day In July LLC | 0.03% | Reduce -56.2% | 3,335 | $261K |
| Hilltop Partners LLC | 0.09% | Add +0.0% | 3,302 | $258K |
| EnRich Financial Partners LLC | 0.09% | Reduce -9.1% | 3,300 | $258K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,300 | $258K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.1% | 3,274 | $256K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,263 | $255K |
| HRT Financial LP | 0.00% | New | 3,235 | $253K |
| Virtue Capital Management, LLC | 0.03% | New | 3,211 | $251K |
| Wesbanco Bank Inc. | 0.01% | Reduce -16.3% | 3,201 | $251K |
| High Net Worth Advisory Group LLC | 0.07% | Add +13.7% | 3,194 | $250K |
| FLC Capital Advisors | 0.06% | No change | 3,187 | $249K |
| Blue Chip Partners, LLC | 0.02% | Add +0.6% | 3,178 | $249K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Add +3.2% | 3,170 | $248K |
| Comprehensive Money Management Services LLC | 0.20% | No change | 3,140 | $246K |
| Retirement Guys Formula LLC | 0.12% | New | 3,154 | $246K |
| Northstar Advisory Group, LLC | 0.16% | Add +3.6% | 3,136 | $245K |
| Optima Capital LLC | 0.16% | Reduce -69.6% | 3,136 | $245K |
| Meritas Wealth Management, LLC | 0.14% | No change | 3,087 | $242K |
| L.M. Kohn & Company | 0.06% | Reduce -7.1% | 3,063 | $240K |
| Tenon Financial LLC | 0.15% | Add +0.6% | 3,058 | $239K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -3.2% | 3,040 | $238K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -4.4% | 3,030 | $237K |
| Sebold Capital Management, Inc. | 0.16% | No change | 3,019 | $236K |
| Lynx Investment Advisory | 0.16% | Reduce -12.4% | 3,016 | $236K |
| Red Tortoise LLC | 0.12% | Add +0.5% | 2,989 | $234K |
| Windsor Capital Management, LLC | 0.07% | Add +0.0% | 2,986 | $234K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -11.2% | 2,981 | $233K |
| HUB Investment Partners, LLC | 0.01% | Add +0.3% | 2,962 | $232K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $231K |
| NCM Capital Management, LLC | 0.10% | No change | 2,918 | $228K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Add +0.6% | 2,880 | $225K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -21.7% | 2,872 | $225K |
| Lodestar Private Asset Management LLC | 0.03% | Add +6.4% | 2,862 | $224K |
| Strategent Financial, LLC | 0.20% | Reduce -7.9% | 2,845 | $223K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,840 | $222K |
| Wolff Financial Management LLC | 0.06% | Add +0.6% | 2,838 | $222K |
| Drive Wealth Management, LLC | 0.05% | No change | 2,812 | $220K |
| Visionary Wealth Advisors | 0.01% | Reduce -14.6% | 2,789 | $218K |
| Engineers Gate Manager LP | 0.00% | New | 2,783 | $218K |
| Richardson Financial Services Inc. | 0.17% | Add +5.8% | 2,778 | $217K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | New | 2,770 | $217K |
| National Wealth Management Group, LLC | 0.14% | Reduce -12.0% | 2,757 | $216K |
| American Money Management, LLC | 0.04% | No change | 2,756 | $216K |
| MBA Advisors LLC | 0.11% | New | 2,748 | $215K |
| Atlas Legacy Advisors, LLC | 0.05% | New | 2,745 | $215K |
| Genesis Private Wealth, LLC | 0.11% | New | 2,743 | $215K |
| Keynote Financial Services LLC | 0.15% | Reduce -3.4% | 2,730 | $214K |
| Smith Thornton Advisors LLC | 0.13% | No change | 2,728 | $214K |
| Guardian Asset Advisors, LLC | 0.14% | No change | 2,720 | $213K |
| McNamara Financial Services, Inc. | 0.05% | New | 2,680 | $210K |
| Murphy & Mullick Capital Management Corp | 0.20% | Reduce -1.8% | 2,671 | $209K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +0.4% | 2,668 | $209K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -22.5% | 2,655 | $208K |
| Ameriflex Group, Inc. | 0.08% | Add +0.3% | 2,621 | $205K |
| Obsidian Personal Planning Solutions LLC | 0.09% | Reduce -0.4% | 2,604 | $205K |
| Granite FO LLC | 0.12% | Add +0.6% | 2,619 | $205K |
| BNC Wealth Management, LLC | 0.07% | No change | 2,617 | $205K |
| Park National Corp. | 0.01% | No change | 2,616 | $205K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -12.3% | 2,615 | $205K |
| Rothschild Wealth LLC | 0.06% | Reduce -32.0% | 2,606 | $204K |
| Waypoint Wealth Partners Inc. | 0.06% | No change | 2,592 | $203K |
| Arcadia Wealth Management, Inc. | 0.16% | New | 2,584 | $202K |
| 2UniFi Bank | 0.13% | Add +42.1% | 2,586 | $202K |
| Capital City Trust Co. | 0.06% | New | 2,578 | $202K |
| McMill Wealth Management | 0.07% | New | 2,561 | $200K |
| Accel Wealth Management | 0.07% | Reduce -11.3% | 2,558 | $200K |
| Park Square Financial Group, LLC | 0.16% | No change | 2,516 | $197K |
| Lummis Asset Management, LP | 0.13% | No change | 2,460 | $193K |
| Operose Advisors LLC | 0.06% | Add +10.6% | 2,438 | $191K |
| Richard W. Paul & Associates, LLC | 0.07% | Reduce -3.8% | 2,365 | $185K |
| Wood Tarver Financial Group, LLC | 0.06% | Reduce -45.9% | 2,340 | $183K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 2,078 | $163K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,890 | $148K |
| Coastline Trust Co | 0.02% | No change | 1,810 | $142K |
| Clark Wealth Partners | 0.10% | New | 1,799 | $141K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -68.5% | 1,825 | $140K |
| ESL Trust Services, LLC | 0.03% | Add +30.0% | 1,735 | $136K |
| Pinney & Scofield, Inc. | 0.10% | Add +154.5% | 1,695 | $133K |
| DB Fitzpatrick & Co, Inc | 0.13% | Reduce -41.8% | 1,694 | $133K |
| JNBA Financial Advisors | 0.01% | No change | 1,689 | $132K |
| Colonial Trust Co / SC | 0.02% | Reduce -36.0% | 1,634 | $128K |
| Guardian Wealth Management, Inc. | 0.08% | Reduce -0.2% | 1,608 | $126K |
| ORG Partners LLC | 0.03% | Reduce -22.4% | 1,584 | $124K |
| Hoey Investments, Inc. | 0.02% | Add +156800.0% | 1,569 | $123K |
| Center for Financial Planning, Inc. | 0.02% | Add +37.1% | 1,563 | $122K |
| Founders Financial Alliance, LLC | 0.03% | Add +13.3% | 1,546 | $121K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -61.0% | 1,531 | $120K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,530 | $120K |
| Signature Resources Capital Management, LLC | 0.10% | Reduce -6.4% | 1,471 | $115K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +42.0% | 1,457 | $114K |
| Tower View Wealth Management LLC | 0.07% | Add +0.3% | 1,453 | $114K |
| Beacon Capital Management, LLC | 0.02% | Reduce -20.1% | 1,446 | $113K |
| Dunhill Financial, LLC | 0.05% | No change | 1,389 | $109K |
| Keener Financial Planning LLC | 0.07% | Reduce -0.2% | 1,378 | $107K |
| Community Bank, N.A. | 0.01% | Reduce -16.4% | 1,350 | $106K |
| Pacifica Partners Inc. | 0.05% | No change | 1,292 | $101K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -52.1% | 1,279 | $100K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Add +24.0% | 1,264 | $99K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -25.6% | 1,259 | $99K |
| WealthShield Partners, LLC | 0.01% | Add +2.6% | 1,197 | $94K |
| Birchbrook, Inc. | 0.05% | No change | 1,193 | $93K |
| Clean Yield Group | 0.03% | No change | 1,189 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -21.1% | 1,170 | $92K |
| Aventura Private Wealth, LLC | 0.05% | Reduce -12.5% | 1,164 | $91K |
| Front Row Advisors LLC | 0.03% | No change | 1,132 | $89K |
| Clear Investment Research, LLC | 0.12% | No change | 1,107 | $87K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -8.8% | 1,085 | $85K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2363.6% | 1,084 | $85K |
| Robinson Value Management, Ltd. | 0.05% | Reduce -32.4% | 1,066 | $83K |
| Mather Group, Llc. | 0.00% | Add +76.8% | 1,013 | $79K |
| WealthCollab, LLC | 0.05% | No change | 968 | $76K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 924 | $72K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -7.5% | 918 | $72K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 832 | $65K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 831 | $65K |
| Sachetta, LLC | 0.03% | Add +40.5% | 825 | $65K |
| Millstone Evans Group, LLC | 0.04% | No change | 822 | $64K |
| Atlas Capital Advisors Inc. | 0.01% | Add +0.3% | 803 | $63K |
| Pacific Center for Financial Services | 0.02% | Reduce -15.3% | 767 | $60K |
| Bank of New Hampshire | 0.02% | No change | 765 | $60K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -11.2% | 728 | $57K |
| Grove Bank & Trust | 0.01% | Reduce -15.9% | 723 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 717 | $56K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $55K |
| NFSG Corp | 0.01% | Reduce -37.1% | 672 | $53K |
| Creative Capital Management Investments LLC | 0.02% | No change | 655 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 652 | $51K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $51K |
| BankPlus Trust Department | 0.02% | No change | 635 | $50K |
| Clearstead Trust, LLC | 0.01% | Add +60.0% | 629 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| Orion Capital Management LLC | 0.02% | Reduce -71.9% | 623 | $49K |
| Bristlecone Advisors, LLC | 0.00% | New | 600 | $47K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -5.9% | 575 | $45K |
| Horrell Capital Management, Inc. | 0.02% | No change | 635 | $43K |
| Fortitude Family Office, LLC | 0.02% | No change | 550 | $43K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +36.7% | 533 | $42K |
| DecisionPoint Financial, LLC | 0.01% | No change | 525 | $41K |
| Y.D. More Investments Ltd | 0.00% | Reduce -30.4% | 508 | $40K |
| North Capital, Inc. | 0.04% | — | 492 | $39K |
| Tucker Asset Management LLC | 0.01% | Reduce -80.1% | 475 | $37K |
| NorthRock Partners, LLC | 0.00% | Add +385.6% | 471 | $37K |
| Truvestments Capital LLC | 0.01% | Add +0.7% | 465 | $36K |
| Hexagon Capital Partners LLC | 0.01% | No change | 439 | $34K |
| West Paces Advisors Inc. | 0.01% | Add +45.3% | 436 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 427 | $33K |
| Investors Research Corp | 0.01% | No change | 424 | $33K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 397 | $31K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 388 | $30K |
| Sandy Spring Bank | 0.00% | Add +0.6% | 364 | $28K |
| Asset Dedication, LLC | 0.00% | Reduce -44.0% | 357 | $28K |
| Versant Capital Management, Inc | 0.00% | No change | 354 | $28K |
| Winthrop Capital Management, LLC | 0.01% | No change | 347 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 327 | $26K |
| St Germain D J Co. Inc. | 0.00% | Reduce -99.7% | 300 | $23K |
| Curio Wealth, LLC | 0.01% | Reduce -98.6% | 4 | $22K |
| Sofi Wealth, LLC | 0.00% | Reduce -100.0% | 282 | $22K |
| Bernard Wealth Management Corp. | 0.01% | No change | 277 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 256 | $20K |
| Cloud Capital Management, LLC | 0.01% | — | 261 | $20K |
| Fairman Group, LLC | 0.02% | No change | 247 | $19K |
| Arcadia Investment Management Corp. | 0.00% | No change | 240 | $19K |
| Tompkins Financial Corp. | 0.00% | New | 237 | $19K |
| Whipplewood Advisors, LLC | 0.01% | Add +1358.8% | 3,078 | $17K |
| Adirondack Trust Co. | 0.01% | No change | 207 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 205 | $16K |
| WASHINGTON TRUST Co | 0.00% | New | 205 | $16K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -49.0% | 200 | $16K |
| Copia Wealth Management | 0.01% | Reduce -36.5% | 190 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 185 | $14K |
| Painted Porch Advisors LLC | 0.01% | Reduce -13.5% | 180 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 179 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 177 | $14K |
| Manchester Capital Management LLC | 0.00% | Add +172.1% | 166 | $13K |
| Costello Asset Management, INC | 0.01% | New | 163 | $13K |
| Key Financial Inc | 0.00% | Reduce -55.6% | 155 | $12K |
| Tsfg, LLC | 0.00% | No change | 152 | $12K |
| American National Bank & Trust | 0.00% | No change | 152 | $12K |
| Capital A Wealth Management, LLC | 0.01% | No change | 143 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 136 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 134 | $10K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.1% | 131 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 122 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.8% | 122 | $10K |
| FSA Wealth Management LLC | 0.00% | Add +144.7% | 115 | $9K |
| Bangor Savings Bank | 0.00% | No change | 112 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 103 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -74.2% | 100 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $8K |
| NewSquare Capital LLC | 0.00% | Reduce -6.8% | 96 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 92 | $7K |
| Concord Wealth Partners | 0.00% | Add +1.4% | 74 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 65 | $5K |
| Graney & King, LLC | 0.00% | Reduce -89.1% | 60 | $5K |
| Evermay Wealth Management LLC | 0.00% | New | 58 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| GeoWealth Management, LLC | 0.00% | Reduce -66.4% | 37 | $3K |
| Headlands Technologies LLC | 0.00% | New | 35 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Add +61.1% | 29 | $2K |
| Hemington Wealth Management | 0.00% | No change | 26 | $2K |
| First Financial Corp. | 0.00% | No change | 25 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -7.7% | 24 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $1K |
| New Republic Capital, LLC | 0.00% | New | 16 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 15 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 15 | $1K |
| GKV Capital Management Co., Inc. | 0.00% | New | 13 | $1K |
| Pineridge Advisors LLC | 0.00% | New | 12 | $939 |
| Independence Bank of Kentucky | 0.00% | No change | 10 | $783 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $705 |
| N.E.W. Advisory Services LLC | 0.00% | New | 9 | $705 |
| Promus Capital, LLC | 0.00% | New | 6 | $470 |
| SWAN Capital LLC | 0.00% | No change | 3 | $255 |
| Pandora Wealth, Inc. | 0.00% | — | 3 | $235 |
| GAMMA Investing LLC | 0.00% | Reduce -98.0% | 3 | $235 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $78 |
| 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.