Vanguard Short-Term Bond ETFBSVETF
13F holders, Q3 2025 (September 30)1,216holders −14
73new positions
78sold out
3famous investors
$78.92avg. 13F price*
At the end of Q3 2025, 1,216 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, down 14 from Q2 2025. 73 opened new positions and 78 sold out. The largest holders were Morgan Stanley ($3.0B), Mercer Global Advisors Inc. ($3.0B) and Envestnet Asset Management Inc. ($2.2B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $111.6M |
| Exits | 78 | $155.9M |
All 13F filers, Q2 2025 → Q3 2025: 23,557,135 shares bought and 43,401,717 shares sold, net −19,844,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,216 holders
| Morgan Stanley | 0.18% | Add +2.7% | 38,600,027 | $3.0B |
| Mercer Global Advisors Inc. | 4.99% | Add +11.1% | 37,853,211 | $3.0B |
| Envestnet Asset Management Inc. | 0.64% | Reduce -48.9% | 27,978,604 | $2.2B |
| JPMorgan Chase & Co. | 0.13% | Reduce -22.0% | 25,124,045 | $2.0B |
| Empower Advisory Group, LLC | 4.27% | Add +7.9% | 19,531,340 | $1.5B |
| Allworth Financial LP | 6.69% | Add +2.5% | 19,160,220 | $1.5B |
| Goldman Sachs Group Inc. | 0.20% | Add +4.0% | 17,209,365 | $1.4B |
| Northern Trust Corp. | 0.11% | Add +8.8% | 10,810,141 | $853.0M |
| Bank of America Corp. | 0.05% | Add +23.1% | 9,197,184 | $725.7M |
| Wells Fargo & Company | 0.11% | Add +41.6% | 6,958,308 | $549.1M |
| LPL Financial LLC | 0.16% | Add +2.4% | 6,912,196 | $545.4M |
| Truepoint, Inc. | 12.34% | Add +4.8% | 6,722,641 | $530.5M |
| Captrust Financial Advisors | 0.95% | Add +9.7% | 5,902,832 | $465.8M |
| Envestnet Portfolio Solutions, Inc. | 1.24% | Reduce -1.3% | 4,253,906 | $335.7M |
| United Capital Financial Advisors, LLC | 2.22% | Reduce -11.1% | 3,904,585 | $308.1M |
| Lincoln National Corp. | 8.34% | Add +7.2% | 3,705,180 | $292.4M |
| UBS Group AG | 0.05% | Add +0.5% | 3,526,845 | $278.3M |
| Raymond James Financial Inc. | 0.09% | Add +5.4% | 3,458,458 | $272.9M |
| Royal Bank of Canada | 0.04% | Add +4.1% | 3,086,928 | $243.6M |
| Cerity Partners LLC | 0.37% | Add +11.6% | 2,906,337 | $229.3M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -8.2% | 2,870,800 | $226.5M |
| Sequoia Financial Advisors, LLC | 1.32% | Add +8.3% | 2,741,955 | $216.4M |
| Bank of New York Mellon Corp | 0.04% | Add +5.0% | 2,620,643 | $206.8M |
| MetLife Investment Management, LLC | 0.88% | Reduce -1.0% | 2,313,200 | $182.5M |
| Cetera Investment Advisers | 0.21% | Add +18.4% | 2,248,206 | $177.4M |
| True Link Financial Advisors, LLC | 11.37% | Add +6.4% | 2,238,626 | $176.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -1.9% | 1,983,984 | $156.6M |
| Focus Partners Wealth | 0.24% | Add +8.1% | 1,920,521 | $151.5M |
| Truist Financial Corp. | 0.20% | Add +0.7% | 1,825,854 | $144.1M |
| Osaic Holdings, Inc. | 0.18% | Add +40.7% | 1,656,049 | $130.7M |
| Apella Capital, LLC | 2.67% | Reduce -6.7% | 1,512,690 | $119.8M |
| Willow Creek Wealth Management Inc. | 9.77% | Add +6.3% | 1,503,962 | $118.7M |
| Valmark Advisers, Inc. | 1.49% | Add +3.8% | 1,461,575 | $115.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +7.7% | 1,412,206 | $111.4M |
| Jones Financial Companies LLLP | 0.07% | Add +6.8% | 1,376,671 | $108.5M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +0.1% | 1,314,736 | $103.7M |
| Smithfield Trust Co | 4.51% | Reduce -0.8% | 1,279,126 | $100.9M |
| RW Investment Management LLC | 10.19% | Add +7.0% | 1,252,378 | $98.8M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 1,128,745 | $88.9M |
| Wit, LLC | 2.01% | Add +32.9% | 1,122,162 | $88.5M |
| Beacon Pointe Advisors, LLC | 0.74% | Add +291.9% | 1,105,881 | $87.3M |
| DAVENPORT & Co LLC | 0.47% | Add +5.7% | 1,103,977 | $87.1M |
| RS Crum Inc. | 18.36% | Add +6.9% | 1,046,919 | $82.6M |
| Beacon Capital Management, Inc. | 3.91% | Reduce -54.0% | 1,037,514 | $81.9M |
| Peapack Gladstone Financial Corp. | 1.06% | Add +2.6% | 1,031,621 | $81.4M |
| World Investment Advisors | 1.56% | Add +7.5% | 965,926 | $76.2M |
| Charter Oak Capital Management, LLC | 5.93% | Add +8.7% | 957,125 | $75.5M |
| D.A. Davidson & Co. | 0.48% | Add +4.6% | 955,584 | $75.4M |
| &partners | 0.48% | Add +18.4% | 945,305 | $75.0M |
| Savant Capital, LLC | 0.45% | Add +6.3% | 946,924 | $74.7M |
| Freestone Capital Holdings, LLC | 2.28% | Add +2.2% | 941,399 | $74.3M |
| Janney Montgomery Scott LLC | 0.17% | Add +4.3% | 914,284 | $72.1M |
| Exchange Traded Concepts, LLC | 0.66% | Add +39.1% | 882,223 | $69.6M |
| HighTower Advisors, LLC | 0.08% | Add +1.6% | 875,951 | $69.1M |
| Fifth Third Bancorp | 0.22% | Add +1.9% | 863,490 | $68.1M |
| Corient Private Wealth LP | 0.11% | Reduce -71.1% | 857,479 | $67.7M |
| Efficient Advisors, LLC | 3.74% | Add +6.3% | 842,022 | $66.4M |
| Martel Wealth Advisors LLC | 11.61% | Add +5.5% | 839,924 | $66.3M |
| Stifel Financial Corp. | 0.06% | Add +6.8% | 821,550 | $64.8M |
| MML Investors Services, LLC | 0.17% | Reduce -2.1% | 809,132 | $63.8M |
| Windward Private Wealth Management Inc. | 21.82% | Add +1.3% | 801,653 | $63.3M |
| Comerica Bank | 0.23% | Reduce -0.4% | 782,989 | $61.8M |
| First Merchants Corp. | 2.32% | Add +3.9% | 778,509 | $61.4M |
| Integris Wealth Management, LLC | 14.77% | Add +2.0% | 769,343 | $60.7M |
| Prime Capital Investment Advisors, LLC | 0.74% | Add +6.0% | 749,856 | $59.2M |
| US Bancorp \de | 0.07% | Reduce -0.8% | 738,124 | $58.2M |
| National Philanthropic Trust | 0.65% | Add +0.4% | 734,092 | $57.9M |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 730,232 | $57.6M |
| Gemmer Asset Management LLC | 4.56% | Add +5.5% | 717,651 | $56.6M |
| Focus Partners Advisor Solutions, LLC | 0.64% | Add +24.7% | 717,783 | $56.6M |
| Penserra Capital Management LLC | 0.67% | Add +10.0% | 712,774 | $56.2M |
| TD Capital Management LLC | 5.01% | Reduce -0.7% | 704,930 | $55.6M |
| Arbor Investment Advisors, LLC | 6.08% | Add +0.3% | 607,397 | $47.9M |
| Citigroup Inc. | 0.03% | Add +0.5% | 601,545 | $47.5M |
| Betterment LLC | 0.09% | Add +5.3% | 600,389 | $47.4M |
| International City Management Association Retirement Corp | 24.16% | No change | 599,500 | $47.3M |
| Capital Analysts, LLC | 1.37% | Add +9.8% | 593,493 | $46.8M |
| Composition Wealth, LLC | 0.69% | Add +5.9% | 585,428 | $46.2M |
| Annandale Capital, LLC | 7.55% | Add +1.7% | 538,677 | $42.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.8% | 538,163 | $42.4M |
| Trajan Wealth LLC | 1.80% | Add +27.0% | 528,037 | $41.7M |
| Creative Planning | 0.03% | Add +1.1% | 518,674 | $40.9M |
| Presilium Private Wealth, LLC | 7.39% | Add +8.8% | 492,834 | $38.9M |
| Tobias Financial Advisors, Inc. | 5.86% | Add +3.9% | 488,484 | $38.5M |
| Berkshire Money Management, Inc. | 3.96% | Reduce -38.4% | 487,797 | $38.5M |
| Greystone Financial Group, LLC | 5.61% | Add +5.5% | 458,652 | $36.2M |
| Partners in Financial Planning | 6.24% | Add +1.9% | 457,164 | $36.1M |
| Barr E S & Co. | 1.95% | Reduce -6.5% | 456,505 | $36.0M |
| Human Investing LLC | 5.20% | Add +10.1% | 446,060 | $35.2M |
| PDS Planning, Inc | 2.29% | Add +1.8% | 418,874 | $33.1M |
| Wealthquest Corp | 2.62% | Add +1.7% | 416,674 | $32.9M |
| Clark Asset Management, LLC | 3.76% | Add +10.8% | 409,927 | $32.3M |
| Mariner, LLC | 0.04% | Add +7.0% | 402,353 | $31.7M |
| Baird Financial Group, Inc. | 0.05% | Add +5.1% | 401,480 | $31.7M |
| CreativeOne Wealth, LLC | 0.77% | Add +2.4% | 401,206 | $31.7M |
| Cullen/Frost Bankers, Inc. | 0.37% | Add +10.1% | 401,122 | $31.7M |
| Renaissance Technologies | 0.04% | Reduce -43.3% | 400,800 | $31.6M |
| Farther Finance Advisors, LLC | 0.47% | Add +29.3% | 393,279 | $31.0M |
| Savvy Advisors, Inc. | 1.42% | Add +815.8% | 391,994 | $30.9M |
| Ancora Advisors LLC | 0.62% | Reduce -2.1% | 391,225 | $30.9M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -0.5% | 390,665 | $30.8M |
| Voya Financial Advisors, Inc. | 2.94% | Add +7.7% | 386,343 | $30.5M |
| Blue Trust, Inc. | 0.33% | Reduce -8.8% | 377,273 | $29.8M |
| NewEdge Advisors, LLC | 0.13% | Reduce -3.1% | 372,835 | $29.4M |
| Alps Advisors Inc. | 0.16% | Add +0.3% | 368,989 | $29.1M |
| EverSource Wealth Advisors, LLC | 1.11% | Add +6.9% | 354,912 | $28.0M |
| Park Avenue Securities LLC | 0.22% | Add +7.2% | 354,052 | $27.9M |
| Associated Banc-Corp | 0.73% | Add +3.0% | 350,421 | $27.7M |
| Atria Investments, Inc | 0.32% | Add +0.0% | 349,908 | $27.6M |
| Avior Wealth Management, LLC | 0.88% | Add +3.5% | 348,052 | $27.5M |
| Assetmark, Inc. | 0.06% | Reduce -14.6% | 344,265 | $27.2M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +0.6% | 342,228 | $27.0M |
| Symmetry Partners, LLC | 2.89% | Add +5.6% | 336,102 | $26.5M |
| Blair William & Co. | 0.07% | Add +0.7% | 326,374 | $25.8M |
| First Heartland Consultants, Inc. | 2.04% | Add +14.9% | 319,789 | $25.2M |
| Sage Financial Management Group, Inc. | 7.98% | Add +16.9% | 316,931 | $25.0M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Add +17.1% | 308,868 | $24.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +4.1% | 293,731 | $23.2M |
| Graves Light Lenhart Wealth, Inc. | 2.43% | Add +4.1% | 277,932 | $21.9M |
| NewEdge Wealth, LLC | 0.31% | Reduce -4.2% | 271,150 | $21.3M |
| BetterWealth, LLC | 4.89% | Add +6.2% | 260,446 | $20.6M |
| Lutz Financial Services LLC | 1.45% | Add +5.0% | 254,512 | $20.1M |
| XML Financial, LLC | 1.63% | New | 254,418 | $20.1M |
| Kelman-Lazarov, Inc. | 2.98% | Add +4.7% | 254,392 | $20.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.0% | 252,604 | $19.9M |
| AQR Capital Management | 0.01% | Add +15.5% | 252,031 | $19.9M |
| Bank of Nova Scotia | 0.04% | New | 250,000 | $19.7M |
| Wealth Dimensions Group, Ltd. | 3.94% | Add +0.7% | 242,762 | $19.2M |
| Wealthspire Advisors, LLC | 0.10% | Add +95.6% | 239,842 | $18.9M |
| Kwmg, LLC | 1.66% | Add +31.8% | 239,634 | $18.9M |
| Modera Wealth Management, LLC | 0.21% | Add +2.9% | 233,409 | $18.4M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -1.0% | 231,152 | $18.2M |
| Brewster Financial Planning LLC | 11.45% | Add +5.4% | 230,714 | $18.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +39.1% | 230,515 | $18.2M |
| Parkside Financial Bank & Trust | 1.40% | Add +6.2% | 229,225 | $18.1M |
| MilWealth Group LLC | 4.39% | Add +3.1% | 228,036 | $18.0M |
| Fort Henry Capital, LLC | 11.19% | Add +0.7% | 223,181 | $17.6M |
| M&T Bank Corp | 0.06% | Add +0.1% | 222,824 | $17.6M |
| Evolution Advisers, Inc. | 7.89% | Add +7.3% | 221,979 | $17.6M |
| Apollon Wealth Management, LLC | 0.31% | Add +2.2% | 220,578 | $17.4M |
| Wiser Wealth Management, Inc | 3.95% | Add +8.6% | 219,060 | $17.3M |
| TD Private Client Wealth LLC | 0.38% | Add +4.0% | 214,364 | $16.9M |
| Stephenson & Company, Inc. | 9.68% | Reduce -1.1% | 213,562 | $16.9M |
| HTG Investment Advisors, Inc. | 5.67% | Add +4.8% | 213,414 | $16.8M |
| McAdam, LLC | 0.83% | Add +13.0% | 212,664 | $16.8M |
| Alaska Wealth Advisors, LLC | 2.19% | Add +11.7% | 212,432 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -0.3% | 212,234 | $16.7M |
| Nwam LLC | 0.90% | Add +2.7% | 210,601 | $16.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +8.5% | 209,155 | $16.5M |
| Silver Oak Advisory Group, Inc. | 7.46% | Add +5.4% | 208,945 | $16.5M |
| First Horizon Corp. | 0.77% | — | 208,011 | $16.4M |
| Trellis Wealth Advisors LLC | 6.50% | Add +17.0% | 202,457 | $16.0M |
| Tillman Hartley LLC | 4.08% | Add +5.2% | 199,975 | $15.8M |
| Level Financial Advisors | 4.39% | Add +2.7% | 197,233 | $15.6M |
| Mustard Seed Financial, LLC | 9.96% | Reduce -1.0% | 196,305 | $15.5M |
| SouthState Bank Corp | 0.71% | Add +5.9% | 194,639 | $15.4M |
| Planning Directions Inc. | 7.94% | Reduce -0.7% | 192,874 | $15.2M |
| Safir Wealth Advisors, LLC | 10.67% | Add +0.2% | 191,479 | $15.1M |
| Your Advocates Ltd., LLP | 5.04% | Add +3.5% | 190,558 | $15.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.7% | 189,242 | $14.9M |
| Brookstone Capital Management | 0.17% | Add +1.1% | 185,894 | $14.7M |
| Private Advisor Group, LLC | 0.07% | Add +1.4% | 184,911 | $14.6M |
| Factor Wealth Management LTD | 3.62% | Add +9.9% | 183,322 | $14.5M |
| Austin Asset Management Co Inc | 2.75% | Reduce -0.3% | 182,735 | $14.4M |
| Waterford Advisors, LLC | 4.92% | Add +3531.2% | 180,361 | $14.2M |
| eCIO, Inc. | 5.22% | Add +7.4% | 177,378 | $14.0M |
| Legacy Financial Group LLC | 1.82% | Add +2.6% | 175,771 | $13.9M |
| Vestor Capital, LLC | 0.88% | New | 173,377 | $13.7M |
| Bay Harbor Wealth Management, LLC | 3.65% | Add +0.9% | 171,285 | $13.5M |
| Jane Street Group, LLC | 0.02% | New | 170,922 | $13.5M |
| Eaton-Cambridge Inc. | 4.66% | Reduce -1.6% | 169,804 | $13.4M |
| Choreo, LLC | 0.17% | Add +4.4% | 167,860 | $13.2M |
| Alaska Permanent Capital Management, LLC | 0.97% | Add +2.1% | 167,536 | $13.2M |
| Compass Planning Associates Inc | 12.04% | Add +53.7% | 166,435 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | Add +101.5% | 164,414 | $13.0M |
| Farmers & Merchants Investments Inc. | 0.36% | Reduce -19.4% | 162,586 | $12.8M |
| Mountain Pacific Investment Advisers LLC | 1.99% | Reduce -7.6% | 160,859 | $12.7M |
| C M Bidwell & Associates Ltd. | 6.08% | Add +1.8% | 160,158 | $12.6M |
| REDW Wealth LLC | 4.75% | Reduce -0.3% | 159,386 | $12.6M |
| SigFig Wealth Management, LLC | 0.39% | Add +0.5% | 158,199 | $12.5M |
| Focus Financial Network, Inc. | 0.44% | Add +2.4% | 157,098 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.21% | Reduce -8.9% | 156,601 | $12.4M |
| Echo45 Advisors LLC | 7.08% | Add +6.1% | 153,150 | $12.1M |
| Leavell Investment Management, Inc. | 0.51% | Add +1.0% | 152,994 | $12.1M |
| Vawter Financial, Ltd. | 5.40% | Add +2449.6% | 150,708 | $11.9M |
| Disciplina Capital Management LLC | 1.44% | Reduce -14.5% | 149,668 | $11.8M |
| Eagle Rock Investment Company, LLC | 1.75% | Add +2.0% | 148,730 | $11.7M |
| RFG Advisory, LLC | 0.24% | Reduce -16.5% | 148,681 | $11.7M |
| Apexium Financial, LP | 0.57% | Add +8.2% | 148,564 | $11.7M |
| Scotia Capital Inc. | 0.05% | Reduce -1.5% | 148,550 | $11.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.68% | Add +10.7% | 148,186 | $11.7M |
| Advisory Services Network, LLC | 0.17% | Reduce -1.5% | 146,822 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +7.6% | 145,254 | $11.5M |
| Natixis Advisors, LLC | 0.02% | Add +3.9% | 144,571 | $11.4M |
| Ames National Corp. | 6.75% | Add +4.6% | 144,147 | $11.4M |
| United Services Automobile Association | 0.79% | Add +758.4% | 143,018 | $11.3M |
| Cahill Financial Advisors Inc. | 1.28% | Reduce -7.1% | 142,736 | $11.3M |
| Cornerstone Investment Partners, LLC | 0.47% | Reduce -0.4% | 142,093 | $11.2M |
| Diversified Portfolios, Inc. | 0.97% | Reduce -26.2% | 138,839 | $11.0M |
| Elevate Wealth Advisory, Inc. | 7.92% | Add +0.8% | 138,121 | $10.9M |
| Parker Financial LLC | 4.47% | Reduce -1.7% | 137,961 | $10.9M |
| Adaptive Financial Consulting, LLC | 4.34% | No change | 137,660 | $10.9M |
| Sand Hill Global Advisors, LLC | 0.38% | No change | 136,734 | $10.8M |
| Sovereign Financial Group, Inc. | 2.00% | Add +1.9% | 135,309 | $10.7M |
| Mutual Advisors, LLC | 0.23% | Reduce -1.3% | 134,697 | $10.7M |
| IFG Advisors, LLC | 1.71% | Reduce -1.8% | 133,080 | $10.5M |
| Precision Wealth Strategies, LLC | 3.39% | Reduce -10.8% | 132,396 | $10.4M |
| Oak Hill Wealth Advisors, LLC | 1.95% | Add +5.3% | 131,704 | $10.4M |
| Headinvest, LLC | 2.14% | Add +1.6% | 131,062 | $10.3M |
| National Bank of Canada | 0.01% | Add +15.3% | 131,033 | $10.3M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -7.5% | 131,011 | $10.3M |
| Alkeme Wealth, LLC | 4.46% | Add +12.0% | 130,925 | $10.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +2.8% | 130,232 | $10.3M |
| Fidato Wealth LLC | 6.74% | Add +5.5% | 129,965 | $10.3M |
| Stone Summit Wealth LLC | 2.90% | Add +51.1% | 129,620 | $10.2M |
| CGN Advisors LLC | 0.83% | Reduce -2.3% | 128,525 | $10.1M |
| Man Group plc | 0.02% | Reduce -8.6% | 127,949 | $10.1M |
| First American Trust, FSB | 0.72% | Reduce -14.0% | 126,068 | $9.9M |
| City State Bank | 2.86% | Add +5.8% | 125,327 | $9.9M |
| Crews Bank & Trust | 1.43% | Add +2.5% | 124,088 | $9.8M |
| OneAscent Financial Services LLC | 0.65% | Add +5.6% | 123,333 | $9.7M |
| Zeit Capital LLC | 6.60% | Reduce -0.2% | 123,131 | $9.7M |
| Tribridge Partners Financial LLC | 4.43% | Add +20.2% | 122,462 | $9.7M |
| Columbia River Financial Group, LLC | 5.85% | Add +4.2% | 120,347 | $9.5M |
| Cherry Tree Wealth Management, LLC | 2.08% | Add +6.0% | 119,871 | $9.5M |
| Aspire Private Capital, LLC | 2.07% | Add +4.2% | 119,310 | $9.4M |
| AE Wealth Management LLC | 0.06% | Add +75.6% | 115,885 | $9.1M |
| White Lighthouse Investment Management Inc. | 1.38% | Add +0.8% | 114,346 | $9.0M |
| Bleakley Financial Group, LLC | 0.21% | Add +8.7% | 113,297 | $8.9M |
| Brown Advisory Inc. | 0.01% | Reduce -2.3% | 109,671 | $8.7M |
| VCI Wealth Management LLC | 2.60% | Add +7.3% | 108,612 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +6.1% | 108,467 | $8.6M |
| Arcadia Wealth Management, LLC | 3.38% | Reduce -0.1% | 108,108 | $8.5M |
| Hopwood Financial Services, Inc. | 5.69% | New | 107,957 | $8.5M |
| Commerce Bank | 0.05% | Add +1.4% | 107,513 | $8.5M |
| Bull Street Advisors, LLC | 3.92% | Reduce -0.6% | 106,347 | $8.4M |
| Rf&l Wealth Management, LLC | 4.92% | Add +5.2% | 106,160 | $8.4M |
| TFC Financial Management, Inc. | 1.04% | Reduce -1.3% | 103,137 | $8.1M |
| IHT Wealth Management, LLC | 0.20% | Add +0.3% | 102,293 | $8.1M |
| Investment Planning Advisors, Inc. | 2.51% | Add +8.9% | 101,063 | $8.0M |
| Culbertson A N & Co. Inc. | 1.11% | No change | 99,731 | $7.9M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +26.0% | 99,043 | $7.8M |
| My Personal CFO, LLC | 3.03% | Add +2203.9% | 99,022 | $7.8M |
| Foundation Wealth Management, LLC\PA | 3.03% | Reduce -4.5% | 99,022 | $7.8M |
| Phillips Financial Management, LLC | 0.51% | Reduce -3.9% | 98,895 | $7.8M |
| Estate Counselors, LLC | 0.67% | Reduce -54.3% | 98,546 | $7.8M |
| Clarity Capital Advisors, LLC | 4.20% | Add +3.1% | 97,656 | $7.7M |
| Richmond Brothers, Inc. | 4.81% | Reduce -50.9% | 96,547 | $7.6M |
| Cwm, LLC | 0.02% | Reduce -0.4% | 95,354 | $7.5M |
| Tiaa Trust, National Association | 0.02% | Add +4.1% | 94,990 | $7.5M |
| Waterloo Capital, L.P. | 0.55% | Reduce -22.6% | 93,177 | $7.4M |
| WBH Advisory Inc. | 0.56% | Reduce -5.5% | 92,508 | $7.3M |
| Essential Planning, LLC. | 2.48% | Add +5.0% | 91,134 | $7.2M |
| Fortis Advisors, LLC | 4.07% | Reduce -37.3% | 90,484 | $7.1M |
| Forza Wealth Management, LLC | 2.73% | Add +18.3% | 90,263 | $7.1M |
| Washington Capital Management, Inc. | 5.00% | No change | 88,630 | $7.0M |
| Morris Financial Concepts, Inc. | 2.52% | Add +10.3% | 88,574 | $7.0M |
| Central Pacific Bank - Trust Division | 0.88% | Add +14.5% | 88,533 | $7.0M |
| Prudent Man Advisors, LLC | 2.55% | Reduce -1.8% | 87,443 | $6.9M |
| Consolidated Portfolio Review Corp | 0.86% | Add +13.6% | 87,030 | $6.9M |
| Parallel Advisors, LLC | 0.13% | Add +22.2% | 87,060 | $6.9M |
| Regal Investment Advisors LLC | 0.44% | Add +8.2% | 85,742 | $6.8M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -3.6% | 84,526 | $6.7M |
| Principal Securities, Inc. | 0.11% | Add +24.7% | 83,725 | $6.6M |
| Pines Wealth Management, LLC | 2.22% | Add +1.7% | 83,464 | $6.6M |
| Galvin, Gaustad & Stein, LLC | 0.54% | Reduce -0.9% | 83,417 | $6.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -5.8% | 83,023 | $6.6M |
| Ellevest, Inc. | 0.93% | Reduce -1.2% | 82,874 | $6.5M |
| Rathbones Group PLC | 0.03% | Reduce -2.3% | 82,478 | $6.5M |
| Parr McKnight Wealth Management Group, LLC | 0.85% | Add +11.7% | 82,475 | $6.5M |
| Bluestem Financial Advisors, LLC | 2.53% | Reduce -2.0% | 81,944 | $6.5M |
| Sunesis Advisors, LLC | 3.02% | — | 81,902 | $6.5M |
| Uptown Financial Advisors LLC | 5.64% | Reduce -1.6% | 81,262 | $6.4M |
| Compound Planning, Inc. | 0.20% | Add +76.4% | 80,135 | $6.3M |
| Elevated Capital Advisors, LLC | 1.56% | Reduce -8.3% | 79,661 | $6.3M |
| Arcataur Capital Management LLC | 1.83% | Reduce -0.9% | 79,113 | $6.2M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.7% | 78,778 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.40% | Add +0.1% | 78,374 | $6.2M |
| Successful Portfolios LLC | 3.59% | Add +18.1% | 77,887 | $6.1M |
| PCG Asset Management, LLC | 4.91% | Add +3.0% | 77,554 | $6.1M |
| Investment Partners, LTD. | 2.15% | Add +5.4% | 77,208 | $6.1M |
| Mgo One Seven LLC | 0.14% | Reduce -26.1% | 76,793 | $6.1M |
| Raffa Wealth Management, LLC | 1.08% | Reduce -1.9% | 76,191 | $6.0M |
| Cranbrook Wealth Management, LLC | 1.20% | Reduce -0.6% | 75,856 | $6.0M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.5% | 74,856 | $5.9M |
| LM Advisors LLC | 0.85% | No change | 74,684 | $5.9M |
| Bank of Hawaii | 0.29% | Add +19.1% | 73,862 | $5.8M |
| Marquette Associates, Inc. | 7.00% | No change | 73,690 | $5.8M |
| Sellwood Investment Partners LLC | 2.31% | Add +697.1% | 73,658 | $5.8M |
| Manuka Financial, LLC | 3.60% | Add +9.1% | 73,393 | $5.8M |
| Harbour Investments, Inc. | 0.13% | Add +11.7% | 73,165 | $5.8M |
| BancFirst Trust & Investment Management | 2.17% | Add +8.1% | 72,189 | $5.7M |
| Darrow Company, Inc. | 2.63% | Add +1.9% | 71,551 | $5.7M |
| Harbour Trust & Investment Management Co | 0.58% | Add +3.2% | 71,666 | $5.7M |
| FIDELIS iM, LLC | 3.44% | Reduce -0.4% | 67,631 | $5.5M |
| Kanawha Capital Management LLC | 0.38% | Reduce -2.3% | 69,941 | $5.5M |
| Kathmere Capital Management, LLC | 0.39% | Add +108.0% | 69,733 | $5.5M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +3.0% | 69,560 | $5.5M |
| IFG Advisory, LLC | 0.25% | Add +2.4% | 69,222 | $5.5M |
| Bath Savings Trust Co | 0.54% | Reduce -1.6% | 69,063 | $5.4M |
| Retirement Wealth Solutions LLC | 3.56% | Add +0.8% | 68,706 | $5.4M |
| United Financial Planning Group LLC | 3.40% | — | 68,659 | $5.4M |
| Signal Tree Financial Partners LLC | 4.19% | Add +2.8% | 67,057 | $5.3M |
| Kiley Juergens Wealth Management, LLC | 1.17% | Reduce -2.6% | 66,964 | $5.3M |
| Prosperity Consulting Group, LLC | 0.26% | Reduce -3.3% | 66,622 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +26.7% | 66,319 | $5.2M |
| Arrowroot Family Office, LLC | 2.07% | Add +22.1% | 65,675 | $5.2M |
| Bull Oak Capital, LLC | 2.20% | Add +3.4% | 65,605 | $5.2M |
| Slow Capital, Inc. | 0.61% | Add +13.0% | 65,545 | $5.2M |
| Beaird Harris Wealth Management, LLC | 0.36% | Add +10.7% | 64,498 | $5.1M |
| Integrity Investment Advisors, LLC | 3.35% | Add +1.6% | 64,063 | $5.1M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -27.9% | 63,568 | $5.0M |
| Integrated Advisors Network LLC | 0.21% | Add +5.7% | 63,350 | $5.0M |
| OMNI 360 Wealth, Inc. | 2.78% | Add +5.8% | 62,839 | $5.0M |
| Consilium Wealth Advisory, LLC | 1.91% | Add +7.2% | 62,801 | $5.0M |
| Connecticut Wealth Management, LLC | 0.22% | Reduce -17.9% | 61,887 | $4.9M |
| FineMark National Bank & Trust | 0.16% | Reduce -38.6% | 61,844 | $4.9M |
| Fonville Wealth Management LLC | 1.10% | Add +6.1% | 61,811 | $4.9M |
| Financial Gravity Asset Management, Inc. | 0.96% | — | 61,615 | $4.9M |
| Arkadios Wealth Advisors | 0.12% | Add +59.3% | 60,792 | $4.8M |
| Boston Family Office LLC | 0.30% | Reduce -5.2% | 60,488 | $4.8M |
| Cambridge Associates LLC /Ma/ | 0.09% | No change | 59,893 | $4.7M |
| Valpey Financial Services, LLC | 3.09% | Add +4.5% | 59,850 | $4.7M |
| Karpus Management, Inc. | 0.15% | Reduce -1.6% | 59,720 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.7% | 59,127 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +8.3% | 58,947 | $4.7M |
| Somnio Financial Group, LLC | 3.15% | Add +3.1% | 58,826 | $4.6M |
| Mills Wealth Advisors LLC | 1.89% | Reduce -1.6% | 58,720 | $4.6M |
| Neumann Capital Management, LLC | 1.35% | Add +1.9% | 58,350 | $4.6M |
| Centennial Bank | 1.79% | Add +6.4% | 57,610 | $4.5M |
| Gladwyn Financial Advisors, Inc. | 3.23% | Add +4.8% | 57,047 | $4.5M |
| Old National Bancorp | 0.08% | Reduce -48.7% | 56,287 | $4.4M |
| SageView Advisory Group, LLC | 0.15% | Add +90.7% | 56,237 | $4.4M |
| Forum Private Client Group LLC | 1.57% | Reduce -14.8% | 55,828 | $4.4M |
| Becker Capital Management Inc. | 0.13% | Add +21.9% | 55,470 | $4.4M |
| Hohimer Wealth Management, LLC | 0.61% | Reduce -38.2% | 54,876 | $4.3M |
| Ridgewood Investments LLC | 1.82% | Add +22.7% | 54,708 | $4.3M |
| Sterling Investment Management, LLC | 2.59% | Reduce -2.5% | 54,672 | $4.3M |
| Bfsg, LLC | 0.42% | Add +2.6% | 54,553 | $4.3M |
| Courage Miller Partners, LLC | 1.28% | Add +0.4% | 54,282 | $4.3M |
| Rockbridge Investment Management, LCC | 0.42% | Add +1.1% | 53,853 | $4.2M |
| Ti-Trust, Inc. | 2.67% | Add +0.3% | 53,848 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +57.6% | 53,664 | $4.2M |
| Voya Investment Management LLC | 0.00% | Reduce -66.1% | 53,631 | $4.2M |
| Wealth Architects, LLC | 0.40% | Reduce -2.1% | 53,416 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +20.6% | 53,323 | $4.2M |
| Haverford Trust Co | 0.04% | No change | 53,310 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -2.1% | 52,283 | $4.1M |
| BHK Investment Advisors, LLC | 1.53% | Add +2.3% | 51,736 | $4.1M |
| BIP Wealth, LLC | 0.20% | Add +1830.4% | 51,309 | $4.0M |
| Agf Management Ltd. | 0.02% | Reduce -0.8% | 51,050 | $4.0M |
| Sterling Financial Planning, Inc. | 1.26% | Add +7.8% | 50,770 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.48% | Reduce -3.9% | 50,461 | $4.0M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -1.4% | 50,292 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -2.0% | 50,138 | $4.0M |
| Strategic Investment Advisors / MI | 0.36% | Reduce -38.5% | 32,123 | $4.0M |
| Acropolis Investment Management, LLC | 0.20% | Add +2.5% | 50,091 | $3.9M |
| Naples Global Advisors, LLC | 0.30% | Add +2.7% | 49,058 | $3.9M |
| Edgestream Partners, L.P. | 0.11% | Add +77.1% | 48,706 | $3.8M |
| Sigma Planning Corp | 0.11% | Add +7.4% | 48,602 | $3.8M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -5.9% | 48,380 | $3.8M |
| TCTC Holdings, LLC | 0.11% | No change | 47,755 | $3.8M |
| PAX Financial Group, LLC | 0.68% | Reduce -6.6% | 47,587 | $3.8M |
| FLC Capital Advisors | 0.73% | Add +3.7% | 47,452 | $3.7M |
| VestGen Advisors, LLC | 0.12% | Add +5.9% | 47,394 | $3.7M |
| Meridian Wealth Management, LLC | 0.14% | Add +0.1% | 47,408 | $3.7M |
| Infinity Wealth Counsel, LLC | 3.62% | Reduce -5.4% | 47,187 | $3.7M |
| Brand Asset Management Group, Inc. | 1.04% | Add +609.0% | 46,826 | $3.7M |
| Moller Wealth Partners | 0.76% | Reduce -6.5% | 46,073 | $3.6M |
| Atlatl Advisers LLC | 1.44% | Add +13.2% | 45,811 | $3.6M |
| Baker Avenue Asset Management, LP | 0.09% | No change | 45,404 | $3.6M |
| Eastern Bank | 0.06% | Reduce -0.3% | 45,236 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +16.5% | 45,181 | $3.6M |
| Smartleaf Asset Management LLC | 0.22% | Add +8.7% | 44,959 | $3.5M |
| HT Partners LLC | 1.08% | Add +2.8% | 44,708 | $3.5M |
| DBK Financial Counsel, LLC | 2.94% | Reduce -26.1% | 44,347 | $3.5M |
| Patten Group, Inc. | 0.68% | Reduce -0.7% | 44,157 | $3.5M |
| Houlihan Financial Resource Group, Ltd. | 3.04% | Reduce -52.6% | 43,806 | $3.5M |
| Foster Group, Inc. | 0.11% | Add +10.5% | 43,595 | $3.4M |
| Colorado Capital Management, Inc. | 1.31% | Add +5.5% | 42,992 | $3.4M |
| Ahl Investment Management, Inc. | 2.30% | Reduce -4.9% | 42,709 | $3.4M |
| Stephens Inc. | 0.04% | Add +0.4% | 42,558 | $3.4M |
| Lodestone Wealth Management LLC | 1.51% | Add +4.7% | 42,540 | $3.4M |
| Ackerman Capital Advisors, LLC | 0.70% | Add +3.4% | 42,499 | $3.4M |
| DGS Capital Management, LLC | 0.61% | Add +13.1% | 42,262 | $3.3M |
| Traveka Wealth, LLC | 1.48% | Reduce -6.4% | 42,127 | $3.3M |
| Prostatis Group LLC | 0.83% | Reduce -0.2% | 42,085 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +1.5% | 41,791 | $3.3M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +3.5% | 41,732 | $3.3M |
| Wescott Financial Advisory Group, LLC | 0.29% | Reduce -0.8% | 41,668 | $3.3M |
| Westfuller Advisors, LLC | 1.49% | Add +6.4% | 41,424 | $3.3M |
| McNaughton Wealth Management, LLC | 1.38% | Add +6.8% | 41,376 | $3.3M |
| Affinity Capital Advisors, LLC | 0.50% | Add +21.3% | 41,354 | $3.3M |
| Calton & Associates, Inc. | 0.49% | Add +43.6% | 41,022 | $3.2M |
| First Hawaiian Bank | 0.41% | Reduce -16.0% | 40,992 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +16.5% | 40,874 | $3.2M |
| Valley Wealth Managers, Inc. | 0.21% | Add +8.8% | 40,493 | $3.2M |
| Red Mountain Financial, LLC | 3.22% | Add +1.9% | 40,174 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Reduce -14.7% | 40,079 | $3.2M |
| Websterrogers Financial Advisors, LLC | 0.94% | Add +15.1% | 39,679 | $3.1M |
| Proffitt & Goodson Inc. | 0.45% | Add +5.4% | 39,674 | $3.1M |
| Lazard Asset Management LLC | 0.00% | New | 39,639 | $3.1M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +2.2% | 39,490 | $3.1M |
| Yukon Wealth Management, Inc. | 1.02% | No change | 39,483 | $3.1M |
| Silver Oak Securities, Incorporated | 0.23% | Add +8.3% | 39,246 | $3.1M |
| BLB&B Advisors, LLC | 0.13% | Add +4.7% | 39,125 | $3.1M |
| Performance Wealth Partners, LLC | 0.08% | Add +0.1% | 38,329 | $3.0M |
| Lanark Financial, Inc. | 0.23% | Add +2.6% | 38,255 | $3.0M |
| MAI Capital Management | 0.02% | Add +12.6% | 38,172 | $3.0M |
| Howard Financial Services, LTD. | 0.37% | Reduce -3.8% | 37,982 | $3.0M |
| Leeward Financial Partners, LLC | 0.85% | Add +3.2% | 37,883 | $3.0M |
| Discipline Wealth Solutions, LLC | 0.79% | Add +15.4% | 37,848 | $3.0M |
| Evensky & Katz LLC | 0.17% | Add +5.2% | 37,839 | $3.0M |
| Accredited Wealth Management, LLC | 2.19% | Reduce -83.0% | 6,403 | $2.9M |
| Robinswood Financial LLC | 0.98% | Reduce -0.5% | 37,194 | $2.9M |
| FC Advisory LLC | 0.85% | Add +0.0% | 36,654 | $2.9M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.7% | 36,005 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.47% | Add +0.3% | 35,924 | $2.8M |
| Mezzasalma Advisors, LLC | 0.73% | New | 35,923 | $2.8M |
| Everett Harris & Co. | 0.03% | Reduce -2.2% | 35,645 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +28.4% | 35,568 | $2.8M |
| Calamos Wealth Management LLC | 0.10% | Reduce -8.4% | 35,452 | $2.8M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -15.8% | 35,440 | $2.8M |
| Arbor Wealth Advisors LLC | 2.08% | Add +8.3% | 35,373 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +25.0% | 35,326 | $2.8M |
| Aletheian Wealth Advisors LLC | 1.29% | Add +0.2% | 35,073 | $2.8M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -1.7% | 34,737 | $2.7M |
| HB Wealth Management, LLC | 0.02% | Reduce -19.2% | 34,646 | $2.7M |
| Avion Wealth | 0.58% | Add +1.1% | 34,362 | $2.7M |
| Plancorp, LLC | 0.08% | Add +0.2% | 34,240 | $2.7M |
| Eclectic Associates Inc. | 0.49% | Reduce -1.5% | 34,144 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Add +11.4% | 34,118 | $2.7M |
| Level Wealth Management LLC | 1.41% | Add +1.0% | 33,996 | $2.7M |
| Cornerstone Financial Group, LLC | 2.07% | Add +9.1% | 33,960 | $2.7M |
| Endeavor Private Wealth, Inc. | 0.83% | New | 33,945 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -0.0% | 33,220 | $2.6M |
| Summit Wealth Partners, LLC | 0.47% | Add +0.9% | 33,126 | $2.6M |
| Aua Capital Management, LLC | 1.46% | Reduce -0.4% | 33,039 | $2.6M |
| Ally Invest Advisors Inc. | 0.19% | Add +8.8% | 32,693 | $2.6M |
| Columbia Asset Management | 0.48% | Add +0.1% | 32,660 | $2.6M |
| Enstar Group LTD | 0.94% | No change | 32,166 | $2.5M |
| Jacobsen Capital Management | 0.85% | Reduce -3.9% | 31,794 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -19.1% | 31,777 | $2.5M |
| Family Wealth Partners, LLC | 0.93% | Reduce -0.4% | 31,609 | $2.5M |
| FSB Premier Wealth Management, Inc. | 0.81% | Reduce -1.6% | 31,349 | $2.5M |
| HMV Wealth Advisors, LLC | 1.36% | Reduce -4.7% | 31,307 | $2.5M |
| 180 Wealth Advisors, LLC | 0.30% | Add +8.4% | 31,064 | $2.5M |
| Old Port Advisors | 0.61% | Reduce -2.4% | 30,897 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +2.9% | 30,855 | $2.4M |
| Lido Advisors, LLC | 0.01% | Reduce -87.2% | 30,758 | $2.4M |
| Mma Asset Management LLC | 0.81% | No change | 30,694 | $2.4M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -0.0% | 30,679 | $2.4M |
| Whittier Trust Co. | 0.03% | Reduce -2.9% | 30,207 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -13.9% | 30,036 | $2.4M |
| Ascentis Independent Advisors | 0.40% | Add +3.4% | 30,014 | $2.4M |
| Woodside Wealth Management LLC | 1.86% | Add +2.6% | 29,952 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -0.5% | 29,883 | $2.4M |
| Roundview Capital LLC | 0.15% | Reduce -2.2% | 29,740 | $2.3M |
| Mengis Capital Management, Inc. | 0.46% | Reduce -0.8% | 29,726 | $2.3M |
| GreatBanc Trust CO | 1.60% | — | 29,560 | $2.3M |
| Provident Wealth Management, LLC | 0.70% | Reduce -0.5% | 29,518 | $2.3M |
| Bragg Financial Advisors, Inc | 0.08% | Add +2.0% | 29,339 | $2.3M |
| Welch & Forbes LLC | 0.03% | Add +1.6% | 29,279 | $2.3M |
| Soltis Investment Advisors LLC | 0.16% | Add +6.0% | 29,255 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.15% | Reduce -0.7% | 29,202 | $2.3M |
| Wela Strategies, Inc. | 0.87% | Reduce -0.5% | 29,008 | $2.3M |
| Everhart Financial Group, Inc. | 0.23% | Reduce -7.0% | 28,658 | $2.3M |
| Fiduciary Group, LLC | 0.20% | Reduce -4.8% | 28,567 | $2.3M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -10.2% | 28,460 | $2.2M |
| Massachusetts Wealth Management | 1.11% | Reduce -2.2% | 28,295 | $2.2M |
| American Investment Services, Inc. | 0.54% | Add +2.9% | 28,218 | $2.2M |
| Tranquilli Financial Advisor LLC | 1.31% | Reduce -65.1% | 28,203 | $2.2M |
| Sovran Advisors, LLC | 0.20% | Add +1.9% | 28,178 | $2.2M |
| Northwest Wealth Management, LLC | 0.37% | Reduce -3.5% | 28,078 | $2.2M |
| Fiduciary Advisors, Inc. | 1.78% | Add +24.1% | 27,939 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -1.0% | 27,870 | $2.2M |
| Hilltop Holdings Inc. | 0.12% | Reduce -10.8% | 27,734 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +8.8% | 27,339 | $2.2M |
| Towne Trust Company, N.A | 0.70% | Add +60.5% | 27,270 | $2.2M |
| Thomasville National Bank | 0.14% | Reduce -2.2% | 27,217 | $2.1M |
| Cheviot Value Management, LLC | 0.23% | Reduce -3.7% | 27,121 | $2.1M |
| PFG Advisors | 0.09% | New | 27,209 | $2.1M |
| Certior Financial Group, LLC | 1.44% | Add +3.8% | 26,819 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Add +9.7% | 26,549 | $2.1M |
| Navalign, LLC | 0.54% | Add +8.1% | 26,165 | $2.1M |
| Root Financial Partners, LLC | 0.13% | Add +45.0% | 25,973 | $2.0M |
| Evergreen Wealth Management, LLC | 1.07% | Reduce -46.8% | 25,791 | $2.0M |
| Hardy Reed LLC | 0.15% | Add +3.3% | 25,628 | $2.0M |
| Caldwell Trust Co | 0.19% | Add +4.2% | 25,614 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.24% | Add +0.8% | 25,474 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +0.9% | 25,248 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.0M |
| Pine Harbor Wealth Management, LLC | 0.63% | Reduce -9.4% | 24,871 | $2.0M |
| Envision Financial Planning, LLC | 0.83% | Add +86.8% | 24,761 | $2.0M |
| Kovack Advisors, Inc. | 0.18% | Reduce -3.5% | 24,664 | $1.9M |
| Family Legacy, Inc. | 0.59% | Reduce -1.1% | 24,599 | $1.9M |
| Thompson Investment Management, Inc. | 0.26% | Add +16.8% | 24,464 | $1.9M |
| Flagstar Securities, Inc. | 0.59% | Reduce -17.0% | 24,283 | $1.9M |
| Ascent Wealth Partners, LLC | 0.22% | Add +2.6% | 24,206 | $1.9M |
| Good Steward Wealth Advisors,LLC | 1.32% | Add +12.2% | 24,205 | $1.9M |
| Cadent Capital Advisors, LLC | 0.50% | Reduce -4.7% | 23,763 | $1.9M |
| Secured Retirement Advisors, LLC | 1.04% | Reduce -9.3% | 23,694 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +3.4% | 23,682 | $1.9M |
| Rosenberg Matthew Hamilton | 0.40% | Reduce -6.7% | 23,606 | $1.9M |
| Grey Fox Wealth Advisors, LLC | 0.38% | Reduce -1.0% | 23,570 | $1.9M |
| Alliancebernstein L.P. | 0.00% | New | 23,558 | $1.9M |
| Allodium Investment Consultants, LLC | 1.04% | Add +11.5% | 23,418 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Reduce -8.7% | 23,392 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -59.8% | 23,339 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +5.1% | 23,327 | $1.8M |
| Koss-Olinger Consulting, LLC | 0.15% | No change | 23,360 | $1.8M |
| SOL Capital Management CO | 0.16% | Reduce -38.6% | 23,240 | $1.8M |
| Motco | 0.17% | Reduce -1.1% | 23,134 | $1.8M |
| Selective Wealth Management, Inc. | 0.58% | Reduce -5.6% | 23,055 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Add +6.5% | 22,910 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -89.6% | 22,974 | $1.8M |
| Bokf, NA | 0.03% | Reduce -12.0% | 22,901 | $1.8M |
| LongView Wealth Management | 0.49% | Reduce -22.3% | 22,864 | $1.8M |
| Evoke Wealth, LLC | 0.04% | Add +0.2% | 22,717 | $1.8M |
| Verum Partners LLC | 0.38% | Add +6.7% | 22,689 | $1.8M |
| Pacific Financial Group Inc. | 1.32% | Add +0.1% | 22,574 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -0.4% | 22,458 | $1.8M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +1.5% | 22,336 | $1.8M |
| First Interstate Bank | 0.10% | Add +1.4% | 22,298 | $1.8M |
| Freedom Investment Management, Inc. | 0.46% | Reduce -31.0% | 22,001 | $1.7M |
| Joel Isaacson & Co., LLC | 0.06% | Add +48.7% | 21,678 | $1.7M |
| Aerodigm Wealth, LLC | 0.72% | Reduce -8.7% | 21,589 | $1.7M |
| Lokken Investment Group LLC | 0.58% | Add +14.2% | 21,561 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Reduce -5.6% | 21,449 | $1.7M |
| FMR LLC | 0.00% | Reduce -22.5% | 21,398 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +9.1% | 21,074 | $1.7M |
| Compass Wealth Management LLC | 0.37% | Add +34.4% | 21,041 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.69% | Add +18.1% | 20,945 | $1.7M |
| Signal Advisors Wealth, LLC | 0.15% | Reduce -3.9% | 20,883 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | New | 20,858 | $1.6M |
| Brighton Securities Corp. | 0.85% | Add +49.8% | 20,756 | $1.6M |
| HRT Financial LP | 0.01% | New | 20,709 | $1.6M |
| Hershey Financial Advisers, LLC | 1.40% | Reduce -38.2% | 20,669 | $1.6M |
| Deutsche Bank AG | 0.00% | New | 20,590 | $1.6M |
| Country Club Bank | 0.10% | Add +0.7% | 20,595 | $1.6M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -6.2% | 20,262 | $1.6M |
| Sagace Wealth Management LLC | 1.09% | Reduce -61.7% | 20,248 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.27% | Reduce -2.8% | 20,108 | $1.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.25% | Add +56.8% | 19,837 | $1.6M |
| Keybank National Association | 0.01% | Reduce -39.8% | 19,836 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.82% | Add +638.0% | 19,697 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Add +44.4% | 19,697 | $1.6M |
| NBT Bank, N.A. | 0.10% | Reduce -0.1% | 19,658 | $1.6M |
| Bell Bank | 0.07% | Add +35.1% | 19,647 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +1.3% | 19,486 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.46% | Reduce -0.2% | 19,439 | $1.5M |
| Retirement Planning Group, LLC | 0.05% | Add +0.6% | 19,250 | $1.5M |
| One Wealth Map LLC | 0.80% | Reduce -6.5% | 19,096 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.10% | Reduce -0.6% | 18,800 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.50% | Add +9.5% | 18,766 | $1.5M |
| Allen Investment Management, LLC | 0.02% | No change | 18,728 | $1.5M |
| Stonebridge Financial Group, LLC | 0.13% | Add +14.8% | 18,476 | $1.5M |
| IFP Advisors, Inc | 0.04% | Reduce -12.7% | 18,454 | $1.5M |
| RCS Financial Planning, LLC | 0.64% | Add +1.0% | 18,366 | $1.4M |
| First PREMIER Bank | 0.33% | Add +6.1% | 18,151 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.58% | Add +1.0% | 18,138 | $1.4M |
| Womack Financial LLC | 1.08% | Add +40.8% | 18,044 | $1.4M |
| Seven Mile Advisory | 0.23% | New | 18,037 | $1.4M |
| Earned Wealth Advisors, LLC | 0.23% | Reduce -10.0% | 17,981 | $1.4M |
| Aries Wealth Management | 0.33% | Reduce -0.2% | 17,929 | $1.4M |
| StoneX Group Inc. | 0.06% | Add +0.3% | 17,697 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.32% | Add +0.5% | 17,552 | $1.4M |
| Greenbush Financial Group, LLC | 0.53% | Add +29.8% | 17,420 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +58.1% | 17,300 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +9.9% | 17,272 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -4.8% | 17,253 | $1.4M |
| L.K. Benson & Company, P.C. | 0.73% | Reduce -1.0% | 17,087 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +18.2% | 17,044 | $1.3M |
| Security Financial Services, INC. | 0.22% | Reduce -0.1% | 16,886 | $1.3M |
| Montecito Bank & Trust | 0.21% | — | 16,753 | $1.3M |
| Ashton Thomas Securities, LLC | 0.18% | Reduce -10.4% | 16,658 | $1.3M |
| Rockwood Wealth Management, LLC | 0.10% | Add +6.0% | 16,637 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +0.1% | 16,487 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -19.5% | 16,468 | $1.3M |
| Absolute Capital Management, LLC | 0.56% | Add +2.7% | 16,455 | $1.3M |
| Hollencrest Capital Management | 0.05% | Reduce -33.2% | 16,427 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +2.2% | 16,421 | $1.3M |
| Simplicity Wealth,LLC | 0.07% | Reduce -17.0% | 16,241 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +24.6% | 15,951 | $1.3M |
| Integrity Alliance, Llc. | 0.06% | Reduce -12.5% | 15,763 | $1.2M |
| Riverbend Wealth Management, LLC | 0.85% | Add +14.5% | 15,502 | $1.2M |
| Shepherd Financial Partners LLC | 0.12% | Reduce -15.2% | 15,464 | $1.2M |
| Schwartz Investment Counsel Inc. | 0.04% | Reduce -2.2% | 15,450 | $1.2M |
| Global Financial Private Client, LLC | 0.43% | Add +1.5% | 15,162 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.74% | Reduce -24.6% | 15,122 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -5.5% | 15,060 | $1.2M |
| Larson Financial Group LLC | 0.04% | Reduce -12.2% | 15,026 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.27% | Add +1.5% | 14,954 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +25.9% | 14,949 | $1.2M |
| Southland Equity Partners LLC | 0.24% | Reduce -9.2% | 14,918 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +8.6% | 14,905 | $1.2M |
| VERITY Wealth Advisors | 0.74% | No change | 14,904 | $1.2M |
| Coordinated Financial Services, Inc. | 0.76% | Add +10.1% | 14,839 | $1.2M |
| Legacy Solutions, LLC | 1.05% | Add +2.0% | 14,823 | $1.2M |
| Valley Financial Group, Inc. | 0.66% | Reduce -13.7% | 14,815 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +30.3% | 14,800 | $1.2M |
| Burt Wealth Advisors | 0.28% | Reduce -1.7% | 14,504 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.77% | Reduce -42.4% | 14,406 | $1.1M |
| Palisades Hudson Asset Management, L.P. | 0.41% | Add +0.7% | 14,383 | $1.1M |
| Independent Family Office, LLC | 0.48% | Reduce -8.3% | 14,382 | $1.1M |
| Trust Co. of Vermont | 0.05% | Add +8.8% | 14,356 | $1.1M |
| Guidance Capital, Inc. | 0.30% | Add +13.4% | 14,280 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +3.4% | 14,309 | $1.1M |
| Hall Laurie J Trustee | 0.37% | No change | 14,267 | $1.1M |
| Transcendent Capital Group LLC | 0.50% | Add +5.6% | 14,164 | $1.1M |
| First National Bank of Omaha | 0.07% | Add +1.6% | 14,114 | $1.1M |
| CVA Family Office, LLC | 0.14% | Add +25.3% | 14,004 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -3.0% | 13,941 | $1.1M |
| Unison Advisors LLC | 0.10% | Reduce -2.5% | 13,836 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | Reduce -1.6% | 13,733 | $1.1M |
| Advyzon Investment Management, LLC | 0.19% | Add +6.4% | 13,716 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.14% | Add +11.4% | 13,644 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -28.1% | 13,536 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -19.0% | 13,368 | $1.1M |
| Aureus Asset Management, LLC | 0.07% | Add +0.0% | 13,166 | $1.0M |
| International Assets Investment Management, LLC | 0.08% | No change | 13,119 | $1.0M |
| Retireful, LLC | 0.99% | New | 13,024 | $1.0M |
| PFG Investments, LLC | 0.05% | Add +26.9% | 12,914 | $1.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.1% | 12,739 | $1.0M |
| Chapin Davis, Inc. | 0.25% | Add +6.7% | 12,677 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -1.2% | 12,650 | $998K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.9% | 12,559 | $991K |
| Drucker Wealth 3.0, LLC | 0.18% | Reduce -8.7% | 12,539 | $989K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.8% | 12,425 | $980K |
| Andrews, Lucia Wealth Management LLC | 0.59% | Reduce -0.3% | 12,415 | $980K |
| Equity Investment Corp. | 0.02% | Add +1.0% | 12,237 | $966K |
| Range Financial Group LLC | 0.35% | Reduce -2.4% | 12,193 | $962K |
| Jim Saulnier & Associates, LLC | 0.54% | Reduce -23.5% | 12,167 | $960K |
| Quantinno Capital Management LP | 0.00% | Add +7.3% | 12,165 | $960K |
| Operose Advisors LLC | 0.24% | Add +389.0% | 12,162 | $960K |
| VestGen Investment Management | 0.57% | Add +3.9% | 12,068 | $952K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -83.7% | 12,019 | $948K |
| MBL Wealth, LLC | 0.08% | Reduce -1.0% | 12,010 | $948K |
| Red Wave Investments LLC | 0.29% | Reduce -2.2% | 11,911 | $940K |
| Archer Investment Corp | 0.21% | Reduce -14.7% | 11,852 | $935K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 11,817 | $933K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -17.7% | 11,740 | $926K |
| Argent Trust Co | 0.03% | Reduce -0.5% | 11,605 | $916K |
| Hickory Point Bank & Trust | 0.68% | Add +24.7% | 11,600 | $915K |
| Cooper Financial Group | 0.10% | Reduce -5.5% | 11,580 | $914K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -88.2% | 11,573 | $913K |
| Texas Bank & Trust Co | 0.34% | Reduce -6.3% | 11,440 | $903K |
| Vectors Research Management, LLC | 0.28% | Reduce -10.4% | 11,419 | $901K |
| Powers Advisory Group, LLC | 0.36% | Reduce -2.0% | 11,402 | $900K |
| Maia Wealth LLC | 0.15% | Add +15.8% | 11,321 | $892K |
| Montag A & Associates Inc. | 0.04% | Add +4.4% | 11,292 | $891K |
| Cibc World Market Inc. | 0.00% | Add +17.6% | 11,283 | $890K |
| Opus Capital Group, LLC | 0.10% | No change | 11,095 | $876K |
| Arete Wealth Advisors, LLC | 0.05% | Add +3.6% | 11,061 | $873K |
| United Bank | 0.10% | No change | 11,034 | $871K |
| Mainsail Asset Management, LLC | 0.38% | Add +0.8% | 10,990 | $867K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 10,974 | $867K |
| Saiph Capital, LLC | 0.31% | Add +78.5% | 10,936 | $863K |
| Hillcrest Wealth Advisors - NY, LLC | 0.39% | Reduce -12.8% | 10,874 | $858K |
| Acorn Wealth Advisors, LLC | 0.27% | Reduce -38.7% | 10,845 | $856K |
| Loudon Investment Management, LLC | 0.45% | Add +1.5% | 10,816 | $853K |
| Sandy Cove Advisors, LLC | 0.27% | Reduce -86.7% | 10,727 | $846K |
| Maripau Wealth Management LLC | 0.42% | Reduce -4.2% | 10,699 | $844K |
| REAP Financial Group, LLC | 0.18% | Reduce -2.9% | 10,609 | $837K |
| Aegis Wealth Management LLC | 0.45% | Add +4.0% | 10,584 | $835K |
| Parkwoods Wealth Partners, LLC | 0.28% | New | 10,562 | $833K |
| Red Cedar Investment Management, LLC | 0.10% | No change | 10,560 | $833K |
| Barrett & Company, Inc. | 0.28% | Reduce -0.7% | 10,492 | $828K |
| Bison Wealth, LLC | 0.08% | Add +21.8% | 10,479 | $826K |
| AMG National Trust Bank | 0.02% | Add +11.5% | 10,389 | $820K |
| Full Sail Capital, LLC | 0.04% | New | 10,241 | $808K |
| Narus Financial Partners, LLC | 0.22% | Add +11.8% | 10,225 | $807K |
| Vise Technologies, Inc. | 0.03% | New | 10,215 | $806K |
| WoodTrust Financial Corp | 0.09% | New | 10,096 | $797K |
| ProVise Management Group, LLC | 0.06% | No change | 10,080 | $795K |
| Cumberland Advisors Inc. | 0.30% | Add +4.3% | 10,070 | $795K |
| Accelerate Investment Advisors LLC | 0.54% | Add +10.2% | 10,050 | $793K |
| ABLE Financial Group, LLC | 0.17% | Reduce -0.3% | 9,969 | $787K |
| Center For Asset Management LLC | 0.42% | Add +1.3% | 9,955 | $786K |
| Capital Insight Partners, LLC | 0.13% | Reduce -15.0% | 9,837 | $776K |
| Fiera Capital Corp | 0.00% | Reduce -5.4% | 9,763 | $770K |
| Buck Wealth Strategies, LLC | 0.11% | Reduce -0.3% | 9,761 | $770K |
| Lighthouse Wealth Management Inc. | 0.62% | Reduce -5.9% | 9,747 | $769K |
| SAM Advisors, LLC | 0.25% | Add +9.1% | 9,726 | $767K |
| FSA Advisors, Inc. | 0.61% | New | 9,712 | $766K |
| Disciplined Investments, LLC | 0.30% | Reduce -6.6% | 9,491 | $749K |
| Asset Management Group, Inc. | 0.12% | Add +0.7% | 9,472 | $747K |
| First Manhattan Co. Llc. | 0.00% | Add +4.5% | 9,472 | $747K |
| Brass Tax Wealth Management, Inc. | 0.12% | Reduce -13.9% | 9,433 | $744K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Add +7.0% | 9,418 | $743K |
| Quadrant Capital Group LLC | 0.02% | Add +4.6% | 9,360 | $739K |
| Burney Co./ | 0.02% | Add +0.7% | 9,317 | $735K |
| JT Stratford LLC | 0.10% | Reduce -1.3% | 9,310 | $735K |
| Van Cleef Asset Management,Inc | 0.07% | Reduce -5.1% | 9,280 | $732K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -7.1% | 9,255 | $730K |
| Courier Capital LLC | 0.04% | Reduce -4.9% | 9,247 | $730K |
| Physician Wealth Solutions Inc. | 0.32% | No change | 9,245 | $730K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +6.4% | 9,221 | $728K |
| Americana Partners, LLC | 0.02% | Reduce -0.1% | 9,208 | $727K |
| Davidson Trust Co. | 0.30% | Add +14.7% | 9,164 | $723K |
| Principia Wealth Advisory, LLC | 0.51% | Add +28.1% | 9,125 | $720K |
| Reyes Financial Architecture, Inc. | 0.49% | No change | 9,116 | $719K |
| Wealth Forward, LLC | 0.42% | Reduce -93.5% | 9,103 | $718K |
| Rock Point Advisors, LLC | 0.19% | Add +9.0% | 9,065 | $715K |
| Chico Wealth RIA | 0.48% | Reduce -2.5% | 9,014 | $711K |
| Clearstead Advisors, LLC | 0.01% | Add +2.3% | 8,999 | $710K |
| Arlington Financial Advisors, LLC | 0.10% | New | 8,978 | $708K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Add +6.9% | 8,953 | $706K |
| Elevatus Welath Management | 0.20% | Reduce -14.0% | 8,840 | $698K |
| Gridiron Partners, LLC | 0.39% | Add +94.6% | 19,452 | $694K |
| FSA Investment Group, LLC | 0.43% | Add +19.7% | 8,743 | $689K |
| Bessemer Group Inc. | 0.00% | Add +29.8% | 8,723 | $688K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -0.7% | 8,637 | $682K |
| Curi Capital, LLC | 0.01% | Reduce -2.4% | 8,610 | $679K |
| Alhambra Investment Management LLC | 0.32% | Reduce -4.0% | 8,519 | $672K |
| HCR Wealth Advisors | 0.07% | Add +7.4% | 8,526 | $672K |
| RIA Advisory Group LLC | 0.17% | Add +1.0% | 8,499 | $671K |
| International Private Wealth Advisors LLC | 0.42% | Reduce -39.6% | 8,474 | $669K |
| Tiemann Investment Advisors, LLC | 0.25% | Reduce -60.4% | 8,418 | $664K |
| SCS Capital Management LLC | 0.01% | Reduce -2.7% | 8,260 | $652K |
| Eagle Strategies LLC | 0.09% | Add +9.0% | 8,259 | $652K |
| Western Wealth Management, LLC | 0.03% | Reduce -14.6% | 8,205 | $647K |
| Claris Financial LLC | 0.36% | Add +60.5% | 8,143 | $643K |
| Tumwater Wealth Management, LLC | 0.28% | No change | 8,033 | $634K |
| Waverly Advisors, LLC | 0.01% | Reduce -9.6% | 8,011 | $632K |
| SRH Advisors, LLC | 0.18% | No change | 8,000 | $631K |
| Wealthstream Advisors, Inc. | 0.10% | Add +0.2% | 7,997 | $631K |
| Alamar Capital Management, LLC | 0.33% | Reduce -0.3% | 7,975 | $629K |
| Maridea Wealth Management LLC | 0.10% | New | 7,940 | $628K |
| Shore Point Advisors, LLC | 0.28% | Add +6.9% | 7,915 | $625K |
| SpringVest Wealth Management LLC | 0.46% | Reduce -4.6% | 7,852 | $620K |
| Team Financial Group, LLC | 0.29% | Reduce -0.9% | 7,834 | $618K |
| Rossby Financial, LCC | 0.20% | Add +1.2% | 7,732 | $609K |
| Redwood Investment Management, LLC | 0.07% | Reduce -11.6% | 7,710 | $608K |
| Brookwood Investment Group LLC | 0.08% | Reduce -39.9% | 7,695 | $607K |
| GTS Securities LLC | 0.02% | Add +35.0% | 7,681 | $606K |
| Summit Wealth Group, LLC | 0.15% | Add +0.6% | 7,642 | $603K |
| SHUTTLEWORTH & Co | 0.55% | — | 7,627 | $602K |
| Argus Investors' Counsel, Inc. | 0.48% | Reduce -0.4% | 7,586 | $599K |
| Brighton Jones LLC | 0.01% | Add +2.4% | 7,578 | $598K |
| Cabana LLC | 3.65% | Reduce -0.1% | 7,562 | $597K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 7,553 | $596K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +4580.8% | 7,536 | $595K |
| BCS Private Wealth Management, Inc. | 0.21% | Add +26.4% | 7,533 | $594K |
| Rothschild Wealth LLC | 0.13% | Add +119.4% | 7,493 | $591K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 7,478 | $590K |
| Stockman Wealth Management, Inc. | 0.07% | Add +4.0% | 7,409 | $585K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 7,368 | $581K |
| Wick Capital Partners, LLC | 0.14% | Add +1214.7% | 7,323 | $578K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 7,295 | $576K |
| Regions Financial Corp. | 0.00% | Reduce -28.1% | 7,261 | $573K |
| Gibraltar Capital Management, Inc. | 0.10% | Add +1.4% | 7,255 | $572K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +5.9% | 7,254 | $572K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 7,226 | $570K |
| Woodward Diversified Capital, LLC | 0.26% | Reduce -73.0% | 7,198 | $568K |
| Moneco Advisors, LLC | 0.05% | Reduce -4.0% | 7,190 | $567K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 7,198 | $567K |
| Washington Trust Advisors, Inc. | 0.04% | Add +1.5% | 7,172 | $566K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -21.4% | 7,156 | $565K |
| Brookmont Capital Management | 0.31% | Reduce -20.6% | 7,148 | $564K |
| Minot DeBlois Advisors LLC | 0.51% | Add +0.1% | 7,131 | $563K |
| Amara Financial, Llc. | 0.41% | Add +166.1% | 7,107 | $561K |
| Trilogy Capital Inc. | 0.03% | Add +6.4% | 7,084 | $559K |
| Prudent Man Investment Management, Inc. | 0.31% | No change | 7,234 | $559K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -1.6% | 7,068 | $558K |
| GeoWealth Management, LLC | 0.02% | Add +1442.8% | 7,066 | $558K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -5.0% | 7,043 | $556K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -13.4% | 7,025 | $554K |
| Centaurus Financial, Inc. | 0.03% | Add +17.9% | 7,019 | $554K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,018 | $554K |
| Tectonic Advisors LLC | 0.03% | New | 6,970 | $550K |
| Chatham Capital Group, Inc. | 0.08% | No change | 6,959 | $549K |
| Clear Creek Financial Management, LLC | 0.05% | Add +10.2% | 6,945 | $548K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,900 | $544K |
| Life Planning Partners, Inc | 0.40% | No change | 6,861 | $541K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +60.8% | 6,858 | $541K |
| Westwood Holdings Group Inc. | 0.00% | New | 6,853 | $541K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +5.7% | 6,852 | $541K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -10.7% | 6,788 | $536K |
| Total Wealth Planning, LLC | 0.06% | Add +15.3% | 6,788 | $536K |
| Duncker Streett & Co. Inc. | 0.09% | Reduce -1.5% | 6,717 | $530K |
| Breakwater Investment Management | 0.19% | No change | 6,664 | $526K |
| Ascent Group, LLC | 0.02% | Reduce -83.1% | 6,661 | $526K |
| World Equity Group, Inc. | 0.12% | Reduce -1.2% | 6,645 | $524K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | Add +0.0% | 6,566 | $520K |
| PMG Wealth Management, Inc. | 0.40% | Reduce -1.9% | 6,593 | $520K |
| Zhang Financial LLC | 0.02% | Reduce -10.2% | 6,571 | $518K |
| United Advisor Group, LLC | 0.07% | Add +0.4% | 6,553 | $517K |
| Cary Street Partners Investment Advisory LLC | 0.21% | No change | 6,510 | $514K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -2.3% | 6,504 | $513K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.7% | 6,493 | $512K |
| BCS Wealth Management | 0.12% | Add +0.0% | 6,490 | $512K |
| Clientfirst Wealth Management, LLC | 0.41% | No change | 6,437 | $508K |
| Private Trust Co. NA | 0.04% | Reduce -2.3% | 6,403 | $505K |
| Tortoise Investment Management, LLC | 0.04% | Add +1.9% | 6,357 | $502K |
| Radnor Capital Management, LLC | 0.08% | No change | 6,347 | $501K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -10.5% | 6,336 | $499K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -5.5% | 6,315 | $498K |
| Armbruster Capital Management, Inc. | 0.08% | No change | 6,287 | $496K |
| Two West Capital Advisors LLC | 0.30% | Add +10.6% | 6,244 | $494K |
| ARK & TLK Investments, LLC | 0.16% | Reduce -0.8% | 6,257 | $494K |
| Hiley Hunt Wealth Management | 0.23% | Add +1.2% | 6,236 | $492K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +1.3% | 6,229 | $492K |
| Reliant Investment Partners, LLC | 0.38% | Reduce -3.1% | 6,235 | $491K |
| RoundAngle Advisors LLC | 0.38% | Reduce -2.6% | 6,198 | $489K |
| Pointe Capital Management LLC | 0.24% | No change | 6,175 | $487K |
| Olde Wealth Management, LLC | 0.15% | — | 6,170 | $486K |
| Webster Bank, N. A. | 0.05% | Add +2.1% | 6,150 | $485K |
| James Investment Research, Inc. | 0.05% | Add +5.5% | 6,132 | $484K |
| VSM Wealth Advisory, LLC | 0.15% | Reduce -11.4% | 6,122 | $483K |
| Ritholtz Wealth Management | 0.01% | No change | 6,107 | $482K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -19.7% | 6,085 | $480K |
| Baron Financial Group, LLC | 0.26% | No change | 6,065 | $479K |
| A. D. Beadell Investment Counsel, Inc. | 0.33% | Add +0.0% | 6,057 | $478K |
| Summit Financial, LLC | 0.01% | Add +86.8% | 6,027 | $476K |
| Inspirion Wealth Advisors, LLC | 0.07% | Add +18.4% | 6,030 | $475K |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 5,983 | $472K |
| Midwest Capital Advisors, LLC | 0.23% | Reduce -2.1% | 5,946 | $469K |
| Creative Financial Designs Inc. | 0.03% | Add +3.7% | 5,944 | $469K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,925 | $468K |
| NorthStar Asset Management LLC | 0.22% | Add +20.3% | 5,918 | $467K |
| Delta Financial Advisors LLC | 0.13% | Add +27.3% | 5,915 | $467K |
| Garde Capital, Inc. | 0.02% | Reduce -29.8% | 5,912 | $467K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.9% | 5,885 | $464K |
| FAS Wealth Partners, Inc. | 0.03% | Add +3.0% | 5,845 | $461K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -8.3% | 5,840 | $461K |
| Ignite Planners, LLC | 0.07% | Reduce -2.6% | 5,797 | $457K |
| Squire Investment Management Company, LLC | 0.15% | Reduce -0.2% | 5,788 | $457K |
| Shayne & Jacobs, LLC | 0.14% | No change | 5,775 | $456K |
| Aspiriant, LLC | 0.01% | Reduce -41.2% | 5,757 | $454K |
| Barnes Wealth Management Group, Inc | 0.25% | Reduce -1.9% | 5,753 | $454K |
| Linscomb Wealth, Inc. | 0.02% | Add +3.8% | 5,709 | $451K |
| Vestia Personal Wealth Advisors | 0.24% | Add +1.3% | 5,655 | $446K |
| Legacy Advisory Services, LLC | 0.34% | Add +1.0% | 5,640 | $445K |
| German American Bancorp, Inc. | 0.04% | No change | 5,623 | $444K |
| Potomac Fund Management Inc. | 0.02% | Reduce -0.8% | 5,601 | $442K |
| Cambridge Capital Management, LLC | 0.21% | Reduce -3.6% | 5,574 | $440K |
| Intergy Private Wealth, LLC | 0.14% | Add +1.6% | 5,535 | $437K |
| Councilor Wealth, LLC | 0.20% | Reduce -2.5% | 5,516 | $435K |
| Simmons Bank | 0.03% | Reduce -27.3% | 5,505 | $434K |
| Continuum Advisory, LLC | 0.05% | Add +51.0% | 5,475 | $432K |
| Ballentine Capital Advisors, Inc | 0.19% | Reduce -8.0% | 5,467 | $431K |
| Global Assets Advisory, LLC | 0.13% | No change | 5,461 | $431K |
| Moors & Cabot, Inc. | 0.02% | Add +28.7% | 5,397 | $426K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.6% | 5,396 | $426K |
| Guerra Advisors Inc | 0.16% | New | 5,353 | $422K |
| Liberty Wealth Management LLC | 0.06% | Reduce -11.2% | 5,321 | $420K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.7% | 5,309 | $418K |
| 2UniFi Bank | 0.21% | Add +32.2% | 5,292 | $418K |
| Mainstream Capital Management LLC | 0.28% | No change | 5,245 | $414K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Add +3.4% | 5,226 | $412K |
| Forthright Family Wealth Advisory LLC | 0.25% | Add +1.8% | 5,218 | $412K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -74.0% | 5,214 | $411K |
| Spinnaker Trust | 0.02% | New | 5,211 | $411K |
| Fiduciary Financial Group, LLC | 0.06% | Add +6.8% | 5,207 | $411K |
| APS Management Group, Inc. | 0.36% | — | 5,201 | $411K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -7.5% | 5,198 | $410K |
| Advus Financial Partners, LLC | 0.10% | New | 5,195 | $410K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 5,192 | $410K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $410K |
| Alexander Labrunerie & Co., Inc. | 0.15% | New | 5,170 | $408K |
| Topsail Wealth Management, LLC | 0.07% | Add +1.0% | 5,163 | $407K |
| Washington Trust Bank | 0.03% | Reduce -32.4% | 5,151 | $406K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.7% | 5,110 | $403K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 5,055 | $399K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,000 | $395K |
| Fortress Financial Group, LLC | 0.30% | New | 4,981 | $393K |
| Krilogy Financial LLC | 0.01% | New | 4,980 | $392K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 4,952 | $391K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 4,865 | $384K |
| Mach-1 Financial Group, LLC | 0.06% | New | 4,850 | $383K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 4,850 | $383K |
| Blue Barn Wealth, LLC | 0.17% | No change | 4,819 | $380K |
| Twin City Private Wealth, LLC | 0.29% | Add +9.3% | 4,784 | $378K |
| Kestra Investment Management, LLC | 0.01% | Add +15.3% | 4,769 | $376K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -2.6% | 4,743 | $374K |
| SeaBridge Investment Advisors LLC | 0.06% | Reduce -29.8% | 4,719 | $372K |
| Wynn Capital, LLC | 0.18% | No change | 4,700 | $371K |
| Beacon Financial Advisory LLC | 0.09% | Add +8.0% | 4,665 | $368K |
| Verdence Capital Advisors LLC | 0.02% | New | 4,588 | $363K |
| S.A. Mason LLC | 0.16% | No change | 4,600 | $363K |
| Financial & Tax Architects, LLC | 0.08% | Reduce -2.5% | 4,598 | $363K |
| Pacific Point Advisors, LLC | 0.21% | Reduce -24.1% | 4,537 | $358K |
| Davis R M Inc. | 0.01% | No change | 4,500 | $355K |
| Vance Wealth, LLC | 0.11% | Add +1.6% | 4,465 | $352K |
| Element Pointe Advisors, LLC | 0.07% | No change | 4,441 | $350K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,432 | $350K |
| Capital Advisors Inc. | 0.01% | Add +11.9% | 4,426 | $349K |
| Elmwood Wealth Management, Inc. | 0.12% | No change | 4,425 | $349K |
| Private Management Group Inc. | 0.01% | No change | 4,420 | $349K |
| Running Point Capital Advisors, LLC | 0.09% | No change | 4,419 | $349K |
| Raleigh Capital Management Inc. | 0.13% | Reduce -2.1% | 4,375 | $345K |
| Saxony Capital Management, LLC | 0.23% | New | 4,371 | $345K |
| Investment Advisory Group, LLC | 0.09% | No change | 4,335 | $342K |
| SVB Wealth LLC | 0.02% | No change | 4,322 | $341K |
| OLIO Financial Planning | 0.10% | Reduce -1.0% | 4,322 | $341K |
| Chemistry Wealth Management LLC | 0.07% | No change | 4,304 | $340K |
| First International Bank of Israel Ltd. | 0.19% | Add +3.6% | 4,302 | $339K |
| Aprio Wealth Management, LLC | 0.03% | Add +16.5% | 4,293 | $339K |
| Midwest Trust Co | 0.00% | Reduce -6.0% | 4,239 | $334K |
| Nabity-Jensen Investment Management Inc | 0.23% | No change | 4,238 | $334K |
| Fisher Asset Management | 0.00% | Add +50.4% | 4,237 | $334K |
| Biltmore Family Office, LLC | 0.05% | No change | 4,232 | $334K |
| Anchor Investment Management, LLC | 0.03% | Reduce -24.7% | 4,224 | $333K |
| Stanich Group LLC | 0.20% | New | 4,216 | $333K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 4,215 | $333K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -0.0% | 4,200 | $331K |
| Frontier Asset Management, LLC | 0.08% | Reduce -4.2% | 4,189 | $331K |
| Dravo Bay LLC | 0.14% | Reduce -2.0% | 4,147 | $327K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -0.6% | 4,134 | $326K |
| Legacy PCG, LLC | 0.20% | Reduce -0.7% | 4,130 | $326K |
| Keb Asset Management, LLC | 0.07% | Reduce -1.5% | 4,106 | $324K |
| V2 Financial group LLC | 0.18% | Reduce -0.5% | 4,090 | $323K |
| Lockerman Financial Group, Inc. | 0.41% | Add +0.1% | 4,086 | $322K |
| Revisor Wealth Management LLC | 0.11% | Reduce -11.8% | 4,088 | $322K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -14.9% | 4,069 | $321K |
| Hanover Advisors Inc. | 0.12% | No change | 4,034 | $318K |
| Lakewood Asset Management LLC | 0.19% | Add +1.0% | 4,019 | $317K |
| Money Concepts Capital Corp. | 0.02% | Add +3.3% | 3,924 | $310K |
| Monument Group Wealth Advisors, LLC | 0.18% | Add +4.1% | 3,923 | $310K |
| Matisse Capital | 0.14% | New | 3,907 | $308K |
| Silver Grove Financial Group, Inc. | 0.29% | — | 3,905 | $308K |
| Beckerman Institutional, LLC | 0.18% | New | 3,891 | $307K |
| Penney Financial, LLC | 0.14% | Reduce -1.6% | 3,866 | $305K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 3,863 | $305K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Add +8.3% | 3,855 | $304K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -43.0% | 3,854 | $304K |
| Coastwise Capital Group, LLC | 0.21% | Add +42.1% | 3,843 | $303K |
| Wingate Wealth Advisors, Inc. | 0.21% | New | 3,839 | $303K |
| Lodestar Private Asset Management LLC | 0.03% | Add +49.6% | 3,831 | $302K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Add +4.5% | 3,822 | $302K |
| Nautilus Advisors LLC | 0.20% | No change | 3,800 | $300K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.6% | 3,784 | $299K |
| Kelly Financial Services LLC | 0.08% | Reduce -0.7% | 3,782 | $298K |
| American Trust | 0.03% | Reduce -23.2% | 3,780 | $298K |
| Forefront Wealth Partners, LLC | 0.07% | New | 3,767 | $297K |
| Balentine LLC | 0.01% | Reduce -1.9% | 3,766 | $297K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -16.6% | 3,771 | $297K |
| Madden Advisory Services, Inc. | 0.12% | Reduce -47.8% | 3,709 | $293K |
| Davis Wealth Advisors, LLC | 0.26% | Add +0.8% | 3,701 | $292K |
| Strategic Blueprint, LLC | 0.01% | Add +15.8% | 3,700 | $292K |
| Sonoma Private Wealth LLC | 0.35% | New | 3,697 | $292K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 3,689 | $291K |
| Crabel Capital Management, LLC | 0.26% | Reduce -60.4% | 3,686 | $291K |
| Modern Wealth Management, LLC | 0.01% | Reduce -13.8% | 3,667 | $289K |
| Providence Capital Advisors, LLC | 0.05% | Reduce -0.7% | 3,656 | $288K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,651 | $288K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -0.9% | 3,645 | $288K |
| Security National Bank | 0.04% | No change | 3,602 | $284K |
| Prospera Capital Management, LLC | 0.14% | Add +0.7% | 3,612 | $284K |
| Maxele Advisors, LLC | 0.24% | No change | 3,600 | $284K |
| Berger Financial Group, Inc | 0.02% | Reduce -6.5% | 3,579 | $282K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +5.2% | 3,553 | $280K |
| Retirement Guys Formula LLC | 0.10% | Add +13.3% | 3,551 | $279K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 3,528 | $278K |
| Watchman Group, Inc. | 0.07% | Reduce -1.4% | 3,527 | $278K |
| American Capital Advisory, LLC | 0.13% | Add +55.7% | 3,505 | $277K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.6% | 3,497 | $276K |
| HORAN Wealth, LLC | 0.04% | New | 3,490 | $275K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -1.5% | 3,480 | $275K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 3,472 | $274K |
| Hoge Financial Services, LLC | 0.16% | Add +1.0% | 3,465 | $273K |
| Fund Evaluation Group, LLC | 0.01% | Reduce -64.5% | 3,428 | $271K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -3.9% | 3,413 | $269K |
| Keystone Financial Group, Inc. | 0.15% | Reduce -9.6% | 3,396 | $268K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $267K |
| RiverGlades Family Offices LLC | 0.16% | No change | 3,380 | $267K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -0.2% | 3,379 | $267K |
| Vantage Financial Partners, LLC | 0.06% | Add +0.2% | 3,372 | $266K |
| E&G Advisors, LLC | 0.06% | No change | 3,370 | $266K |
| Financial Advocates Investment Management | 0.15% | Reduce -93.8% | 3,358 | $265K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -5.1% | 3,348 | $264K |
| Wetzel Investment Advisors, Inc. | 0.11% | Add +13.8% | 3,314 | $262K |
| WealthPLAN Partners, LLC | 0.04% | No change | 3,310 | $261K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -15.9% | 3,309 | $261K |
| Elgethun Capital Management | 0.05% | Reduce -37.7% | 3,310 | $261K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +13.4% | 3,302 | $261K |
| EnRich Financial Partners LLC | 0.07% | Reduce -9.3% | 3,300 | $260K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -15.7% | 3,267 | $258K |
| Blue Chip Partners, LLC | 0.02% | Add +1.0% | 3,240 | $256K |
| McIlrath & Eck, LLC | 0.03% | Reduce -8.8% | 3,234 | $255K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -66.4% | 3,227 | $255K |
| Fort Point Capital Partners LLC | 0.03% | New | 3,183 | $251K |
| Invictus Private Wealth, LLC | 0.02% | Add +13.7% | 3,172 | $250K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | New | 3,168 | $250K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,187 | $249K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | Reduce -32.3% | 3,149 | $248K |
| Asset Allocation & Management Company, LLC | 0.11% | Reduce -82.3% | 3,142 | $248K |
| Comprehensive Money Management Services LLC | 0.18% | No change | 3,140 | $248K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -76.4% | 3,131 | $247K |
| Tenon Financial LLC | 0.13% | Add +1.0% | 3,117 | $246K |
| Sterling Investment Advisors, Ltd. | 0.05% | Reduce -12.6% | 3,095 | $244K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 3,090 | $244K |
| Red Tortoise LLC | 0.11% | Add +0.9% | 3,080 | $243K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.5% | 3,049 | $241K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Reduce -6.2% | 3,042 | $240K |
| Wincap Financial LLC | 0.17% | Reduce -11.2% | 3,028 | $239K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +0.7% | 3,015 | $238K |
| Connors Investor Services Inc. | 0.02% | New | 3,006 | $237K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -33.4% | 2,987 | $236K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $232K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +1.0% | 2,936 | $232K |
| Meritas Wealth Management, LLC | 0.11% | Reduce -2.3% | 2,932 | $231K |
| NCM Capital Management, LLC | 0.09% | No change | 2,918 | $230K |
| Tarbox Family Office, Inc. | 0.03% | No change | 2,911 | $230K |
| Windsor Capital Management, LLC | 0.06% | Add +2.2% | 2,894 | $228K |
| High Net Worth Advisory Group LLC | 0.05% | Reduce -9.7% | 2,884 | $228K |
| Genesis Private Wealth, LLC | 0.10% | Add +5.0% | 2,882 | $227K |
| Wolff Financial Management LLC | 0.05% | Reduce -0.6% | 2,875 | $227K |
| BNC Wealth Management, LLC | 0.06% | No change | 2,872 | $227K |
| Verde Capital Management | 0.05% | New | 2,849 | $225K |
| Wesbanco Bank Inc. | 0.01% | Reduce -13.7% | 2,841 | $224K |
| Drive Wealth Management, LLC | 0.05% | Add +0.5% | 2,825 | $223K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -13.6% | 2,808 | $222K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -8.2% | 2,793 | $220K |
| McNamara Financial Services, Inc. | 0.04% | Add +1.1% | 2,784 | $220K |
| NorthLanding Financial Partners, LLC | 0.18% | Add +5.4% | 2,780 | $219K |
| Howe & Rusling Inc. | 0.01% | Reduce -18.8% | 2,775 | $219K |
| Richardson Financial Services Inc. | 0.14% | No change | 2,773 | $219K |
| WP Advisors, LLC | 0.06% | New | 2,770 | $219K |
| Sterling Wealth Management, Inc. | 0.07% | Add +0.0% | 2,764 | $218K |
| Ieq Capital, LLC | 0.00% | New | 2,760 | $218K |
| American Money Management, LLC | 0.04% | No change | 2,756 | $217K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -29.6% | 2,739 | $216K |
| Smith Thornton Advisors LLC | 0.11% | No change | 2,728 | $215K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -11.1% | 2,722 | $215K |
| FLP Wealth Management, LLC | 0.60% | New | 2,716 | $214K |
| Atlas Wealth Partners, LLC | 0.22% | Reduce -20.9% | 2,711 | $214K |
| Essex Bank | 0.05% | Add +6.2% | 2,708 | $214K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -38.6% | 2,703 | $213K |
| Peoples Bank | 0.13% | No change | 2,685 | $212K |
| Addison Capital Co | 0.06% | New | 2,671 | $211K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.0% | 2,655 | $210K |
| TrueWealth Financial Partners | 0.11% | No change | 2,653 | $209K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.9% | 2,637 | $208K |
| Granite FO LLC | 0.11% | No change | 2,628 | $207K |
| FDx Advisors, Inc. | 0.06% | Reduce -44.7% | 2,617 | $207K |
| Clear Point Advisors Inc. | 0.16% | Add +0.9% | 2,622 | $207K |
| Park National Corp. | 0.01% | Reduce -10.1% | 2,610 | $206K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 2,609 | $206K |
| Obsidian Personal Planning Solutions LLC | 0.07% | No change | 2,604 | $206K |
| Sowell Financial Services LLC | 0.01% | New | 2,604 | $205K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,594 | $204K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -38.4% | 2,589 | $204K |
| Arcadia Wealth Management, Inc. | 0.12% | No change | 2,584 | $204K |
| Moseley Investment Management Inc. | 0.06% | Reduce -21.3% | 2,578 | $203K |
| Capital City Trust Co. | 0.05% | No change | 2,578 | $203K |
| McMill Wealth Management | 0.06% | Add +249.4% | 8,947 | $202K |
| XY Planning Network, Inc. | 0.07% | No change | 2,566 | $202K |
| Keebeck Wealth Management | 0.02% | Add +0.1% | 2,554 | $202K |
| Murphy & Mullick Capital Management Corp | 0.15% | Reduce -4.1% | 2,543 | $201K |
| Independent Advisor Alliance | 0.01% | New | 2,540 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -35.2% | 2,500 | $197K |
| Chapman Financial Group, LLC | 0.13% | New | 2,470 | $195K |
| Lummis Asset Management, LP | 0.13% | No change | 2,460 | $194K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +0.4% | 2,323 | $183K |
| ESL Trust Services, LLC | 0.03% | No change | 2,235 | $176K |
| ORG Partners LLC | 0.03% | Add +0.9% | 2,120 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.5% | 2,100 | $166K |
| LFA - Lugano Financial Advisors SA | 0.09% | Reduce -8.5% | 2,056 | $162K |
| Rossmore Private Capital | 0.02% | New | 1,911 | $151K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,890 | $149K |
| Hills Bank & Trust Co | 0.01% | No change | 1,880 | $148K |
| Family Legacy Financial Solutions, LLC | 0.11% | Add +0.6% | 1,851 | $146K |
| Sunbelt Securities, Inc. | 0.01% | Add +23.5% | 1,832 | $145K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,825 | $143K |
| WPG Advisers, LLC | 0.11% | No change | 1,764 | $139K |
| Pinney & Scofield, Inc. | 0.08% | Add +0.4% | 1,711 | $135K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -38.9% | 1,615 | $127K |
| Coastline Trust Co | 0.01% | No change | 1,604 | $127K |
| Founders Financial Alliance, LLC | 0.02% | Add +30.1% | 1,558 | $123K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,530 | $121K |
| Tower View Wealth Management LLC | 0.06% | Add +1.0% | 1,482 | $117K |
| Curio Wealth, LLC | 0.05% | Reduce -9.1% | 1,442 | $114K |
| Angeles Wealth Management, LLC | 0.01% | Add +276.2% | 1,422 | $112K |
| JNBA Financial Advisors | 0.01% | No change | 1,369 | $108K |
| Keener Financial Planning LLC | 0.05% | Reduce -6.4% | 1,373 | $108K |
| Community Bank, N.A. | 0.01% | No change | 1,350 | $107K |
| Pacifica Partners Inc. | 0.04% | No change | 1,292 | $102K |
| Colonial Trust Co / SC | 0.01% | Reduce -22.8% | 1,262 | $100K |
| WealthShield Partners, LLC | 0.01% | Add +0.8% | 1,239 | $98K |
| Clean Yield Group | 0.03% | No change | 1,189 | $94K |
| Front Row Advisors LLC | 0.03% | No change | 1,132 | $89K |
| Clear Investment Research, LLC | 0.12% | No change | 1,107 | $87K |
| Aventura Private Wealth, LLC | 0.03% | No change | 1,100 | $87K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 1,085 | $86K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -8.0% | 1,072 | $85K |
| Robinson Value Management, Ltd. | 0.05% | No change | 1,066 | $84K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,060 | $84K |
| Simplex Trading, LLC | 0.00% | New | 1,057 | $83K |
| Caitlin John, LLC | 0.06% | New | 1,044 | $82K |
| WealthCollab, LLC | 0.04% | No change | 1,018 | $80K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 1,019 | $80K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -2.4% | 993 | $78K |
| First Pacific Financial | 0.01% | Add +27.9% | 972 | $77K |
| JPL Wealth Management, LLC | 0.02% | New | 959 | $76K |
| Mather Group, Llc. | 0.00% | New | 956 | $75K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -6.2% | 935 | $74K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 920 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 917 | $72K |
| Sachetta, LLC | 0.03% | Add +8.0% | 908 | $72K |
| Millstone Evans Group, LLC | 0.04% | Add +8.2% | 889 | $70K |
| Atlantic Union Bankshares Corp | 0.00% | Add +140.3% | 870 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -32.9% | 848 | $67K |
| Palisade Asset Management, LLC | 0.01% | New | 845 | $67K |
| Ameriflex Group, Inc. | 0.02% | Reduce -67.7% | 828 | $65K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -11.3% | 821 | $65K |
| Bank of New Hampshire | 0.01% | Add +5.2% | 805 | $64K |
| Creative Capital Management Investments LLC | 0.02% | Add +12.5% | 737 | $58K |
| Evolution Wealth Management Inc. | 0.06% | Add +2.0% | 718 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 717 | $57K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $56K |
| Pacific Center for Financial Services | 0.01% | Reduce -8.0% | 679 | $54K |
| DB Fitzpatrick & Co, Inc | 0.05% | Reduce -61.0% | 660 | $52K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 652 | $51K |
| Horrell Capital Management, Inc. | 0.02% | No change | 635 | $50K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -25.4% | 621 | $49K |
| CX Institutional | 0.00% | Add +11.8% | 625 | $49K |
| Orion Capital Management LLC | 0.02% | Reduce -1.9% | 611 | $48K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.4% | 610 | $48K |
| Texas Capital Bancshares Inc | 0.02% | New | 606 | $48K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +1.0% | 587 | $46K |
| Cedar Wealth Management, LLC | 0.01% | Add +0.7% | 582 | $46K |
| Delos Wealth Advisors, LLC | 0.03% | No change | 551 | $43K |
| Fortitude Family Office, LLC | 0.01% | Reduce -27.0% | 550 | $43K |
| DecisionPoint Financial, LLC | 0.01% | No change | 525 | $41K |
| Y.D. More Investments Ltd | 0.00% | No change | 508 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +104.9% | 506 | $40K |
| Trust Co. of Toledo NA | 0.00% | No change | 497 | $39K |
| North Capital, Inc. | 0.03% | Add +0.2% | 493 | $39K |
| Stephens Consulting, LLC | 0.01% | Reduce -97.3% | 460 | $36K |
| Versant Capital Management, Inc | 0.00% | No change | 428 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 427 | $34K |
| Investors Research Corp | 0.01% | No change | 426 | $34K |
| Affinity Wealth LLC | 0.02% | No change | 410 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 397 | $31K |
| Clearstead Trust, LLC | 0.01% | No change | 393 | $31K |
| Kelleher Financial Advisors | 0.01% | New | 392 | $31K |
| Birchbrook, Inc. | 0.02% | No change | 390 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Add +253.6% | 389 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 388 | $31K |
| Winthrop Capital Management, LLC | 0.01% | No change | 347 | $27K |
| Key Financial Inc | 0.00% | Add +38.0% | 338 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 327 | $26K |
| Bernard Wealth Management Corp. | 0.01% | No change | 277 | $22K |
| Bogart Wealth, LLC | 0.00% | Reduce -43.5% | 275 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 266 | $21K |
| Cloud Capital Management, LLC | 0.01% | New | 254 | $20K |
| Clark Wealth Partners | 0.01% | Reduce -70.7% | 250 | $20K |
| Fairman Group, LLC | 0.02% | No change | 247 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +125.0% | 225 | $18K |
| Global Wealth Strategies & Associates | 0.00% | No change | 205 | $16K |
| Asset Dedication, LLC | 0.00% | Reduce -88.5% | 192 | $15K |
| Copia Wealth Management | 0.01% | No change | 190 | $15K |
| North Star Investment Management Corp. | 0.00% | Reduce -23.9% | 188 | $15K |
| Sofi Wealth, LLC | 0.00% | Reduce -27.6% | 168 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.6% | 166 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 166 | $13K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -22.5% | 155 | $12K |
| Longview Financial Advisors LLC | 0.01% | No change | 150 | $12K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 150 | $12K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.7% | 149 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 143 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.7% | 141 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +1.5% | 136 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 136 | $11K |
| HM Payson & Co. | 0.00% | Add +1.5% | 132 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Tsfg, LLC | 0.00% | Reduce -14.5% | 130 | $10K |
| Covestor Ltd | 0.01% | Add +8.3% | 118 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 113 | $9K |
| Bangor Savings Bank | 0.00% | No change | 112 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 103 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 94 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +309.5% | 86 | $7K |
| Princeton Global Asset Management LLC | 0.00% | New | 81 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -95.8% | 119 | $6K |
| Concord Wealth Partners | 0.00% | Add +1.4% | 75 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 70 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 65 | $5K |
| Valley National Advisers Inc. | 0.00% | New | 67 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -87.8% | 62 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 53 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -92.4% | 54 | $4K |
| New Millennium Group LLC | 0.00% | New | 50 | $4K |
| 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 | 43 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Add +36.7% | 41 | $3K |
| Park Place Capital Corp | 0.00% | New | 30 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 27 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 26 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 26 | $2K |
| Hemington Wealth Management | 0.00% | No change | 26 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 20 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 17 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 15 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 15 | $1K |
| First Financial Corp. | 0.00% | Reduce -56.0% | 11 | $868 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $710 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 9 | $710 |
| Graney & King, LLC | 0.00% | No change | 9 | $694 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 6 | $473 |
| AlphaCore Capital LLC | 0.00% | Reduce -99.9% | 3 | $273 |
| Pandora Wealth, Inc. | 0.00% | No change | 3 | $237 |
| BlackRock, Inc. | 0.00% | Add +100.0% | 2 | $147 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.7% | 2 | $121 |
| SWAN Capital LLC | 0.00% | Reduce -66.7% | 1 | $88 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $79 |
| Hoey Investments, Inc. | 0.00% | Reduce -99.9% | 1 | $51 |
| Financial Connections Group, Inc. | 0.00% | No change | 7 | $0 |
| Transce3nd, LLC | 0.00% | Reduce -94.9% | 282 | $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.