Vanguard Short-Term Bond ETFBSVETF
13F holders, Q4 2025 (December 31)1,323holders +107
97new positions
67sold out
6famous investors
$78.78avg. 13F price*
At the end of Q4 2025, 1,323 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 107 from Q3 2025. 97 opened new positions and 67 sold out. The largest holders were Mercer Global Advisors Inc. ($3.3B), JPMorgan Chase & Co. ($2.5B) and Morgan Stanley ($2.4B). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $202.0M |
| Exits | 67 | $85.6M |
All 13F filers, Q3 2025 → Q4 2025: 56,041,936 shares bought and 19,322,533 shares sold, net +36,719,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,323 holders
| Mercer Global Advisors Inc. | 4.98% | Add +9.5% | 41,443,879 | $3.3B |
| JPMorgan Chase & Co. | 0.17% | Add +28.7% | 32,337,635 | $2.5B |
| Morgan Stanley | 0.14% | Reduce -20.9% | 30,553,571 | $2.4B |
| Creative Planning | 1.47% | Add +4933.4% | 26,106,715 | $2.1B |
| Envestnet Asset Management Inc. | 0.57% | Reduce -12.4% | 24,510,369 | $1.9B |
| Empower Advisory Group, LLC | 4.46% | Add +7.4% | 20,972,198 | $1.7B |
| Allworth Financial LP | 6.36% | Add +2.4% | 19,624,938 | $1.5B |
| Goldman Sachs Group Inc. | 0.21% | Add +7.7% | 18,536,725 | $1.5B |
| Northern Trust Corp. | 0.11% | Add +5.5% | 11,403,361 | $898.7M |
| Bank of America Corp. | 0.06% | Add +6.5% | 9,798,353 | $772.2M |
| Truepoint, Inc. | 12.38% | Add +3.8% | 6,979,556 | $550.1M |
| LPL Financial LLC | 0.15% | Reduce -1.2% | 6,827,379 | $538.1M |
| Captrust Financial Advisors | 0.94% | Add +6.5% | 6,289,692 | $495.7M |
| Wells Fargo & Company | 0.09% | Reduce -13.5% | 6,018,430 | $474.3M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Add +4.6% | 4,449,447 | $350.7M |
| Lincoln National Corp. | 8.88% | Add +4.0% | 3,853,225 | $303.7M |
| Raymond James Financial Inc. | 0.09% | Add +5.3% | 3,641,192 | $287.0M |
| UBS Group AG | 0.06% | Add +1.6% | 3,581,453 | $282.3M |
| Cerity Partners LLC | 0.38% | Add +13.3% | 3,293,170 | $259.5M |
| Royal Bank of Canada | 0.05% | Add +6.1% | 3,276,087 | $258.2M |
| Corient Private Wealth LP | 0.35% | Add +281.5% | 3,270,993 | $257.8M |
| Sequoia Financial Advisors, LLC | 1.29% | Add +6.8% | 2,928,028 | $230.8M |
| Commonwealth Equity Services, LLC | 0.30% | Add +0.9% | 2,896,433 | $228.3M |
| United Capital Financial Advisors, LLC | 1.32% | Reduce -29.1% | 2,769,491 | $218.3M |
| Bank of New York Mellon Corp | 0.04% | Add +5.3% | 2,760,887 | $217.6M |
| True Link Financial Advisors, LLC | 11.44% | Add +6.7% | 2,389,566 | $188.3M |
| MetLife Investment Management, LLC | 0.89% | Add +1.0% | 2,336,000 | $184.1M |
| Cetera Investment Advisers | 0.20% | Add +3.5% | 2,327,366 | $183.4M |
| Focus Partners Wealth | 0.19% | Add +7.7% | 2,067,400 | $162.9M |
| Truist Financial Corp. | 0.22% | Add +13.2% | 2,066,909 | $162.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.4% | 2,051,836 | $161.7M |
| Osaic Holdings, Inc. | 0.19% | Add +1.1% | 1,674,725 | $132.0M |
| Apella Capital, LLC | 2.59% | Add +9.8% | 1,661,574 | $130.9M |
| Valmark Advisers, Inc. | 1.49% | Add +5.0% | 1,534,909 | $121.0M |
| Jones Financial Companies LLLP | 0.07% | Add +11.1% | 1,528,953 | $120.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +6.9% | 1,509,757 | $119.0M |
| Purpose Unlimited Inc. | 5.15% | — | 1,410,094 | $111.1M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -0.8% | 1,304,609 | $102.8M |
| Smithfield Trust Co | 4.42% | Reduce -0.8% | 1,268,269 | $99.9M |
| Ameriprise Financial Inc. | 0.02% | Add +4.6% | 1,180,361 | $92.9M |
| Beacon Pointe Advisors, LLC | 0.65% | Add +6.3% | 1,175,610 | $92.6M |
| DAVENPORT & Co LLC | 0.50% | Add +5.0% | 1,159,605 | $91.4M |
| &partners | 0.47% | Add +21.8% | 1,150,988 | $90.7M |
| Wit, LLC | 1.77% | No change | 1,122,162 | $88.4M |
| RS Crum Inc. | 17.62% | Add +6.9% | 1,119,033 | $88.2M |
| World Investment Advisors | 1.42% | Add +13.8% | 1,098,909 | $86.6M |
| Peapack Gladstone Financial Corp. | 1.02% | Reduce -0.0% | 1,031,247 | $81.3M |
| Exchange Traded Concepts, LLC | 0.67% | Add +15.0% | 1,014,449 | $79.9M |
| Freestone Capital Holdings, LLC | 2.34% | Add +6.4% | 1,001,854 | $79.0M |
| D.A. Davidson & Co. | 0.48% | Add +4.5% | 998,970 | $78.7M |
| Janney Montgomery Scott LLC | 0.17% | Add +3.3% | 944,250 | $74.4M |
| Martel Wealth Advisors LLC | 11.90% | Add +5.3% | 884,339 | $69.7M |
| Fifth Third Bancorp | 0.22% | Add +2.0% | 880,727 | $69.4M |
| MML Investors Services, LLC | 0.17% | Add +7.4% | 869,338 | $68.5M |
| Stifel Financial Corp. | 0.06% | Add +3.6% | 851,331 | $67.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -3.5% | 845,410 | $66.6M |
| National Philanthropic Trust | 0.64% | Add +12.2% | 823,682 | $64.9M |
| Windward Private Wealth Management Inc. | 22.45% | Add +2.6% | 822,376 | $64.8M |
| Integris Wealth Management, LLC | 14.63% | Add +6.1% | 815,955 | $64.3M |
| First Merchants Corp. | 2.36% | Add +4.0% | 809,313 | $63.8M |
| Vanguard Group Inc. | 0.00% | Add +10.2% | 804,823 | $63.4M |
| Nearwater Capital Markets, Ltd | 1.08% | New | 800,000 | $63.0M |
| Charter Oak Capital Management, LLC | 4.70% | Reduce -18.3% | 782,173 | $61.6M |
| Efficient Advisors, LLC | 3.55% | Reduce -8.5% | 770,620 | $60.7M |
| Petersen Hastings Wealth Advisors Inc. | 5.68% | — | 749,957 | $59.1M |
| Gemmer Asset Management LLC | 4.52% | Add +3.9% | 745,271 | $58.7M |
| Comerica Bank | 0.23% | Reduce -5.8% | 737,194 | $58.1M |
| US Bancorp \de | 0.07% | Reduce -0.3% | 735,600 | $58.0M |
| Prime Capital Investment Advisors, LLC | 0.69% | Reduce -3.7% | 722,408 | $56.9M |
| Capital Analysts, LLC | 1.56% | Add +20.2% | 713,555 | $56.2M |
| TD Capital Management LLC | 4.95% | Add +0.4% | 707,934 | $55.8M |
| Composition Wealth, LLC | 0.77% | Add +15.9% | 678,547 | $53.5M |
| Trajan Wealth LLC | 2.04% | Add +17.9% | 622,791 | $49.1M |
| Symmetry Partners, LLC | 2.90% | Add +85.0% | 621,906 | $49.0M |
| Arbor Investment Advisors, LLC | 6.37% | Add +1.2% | 614,693 | $48.4M |
| Betterment LLC | 0.09% | Add +2.3% | 614,397 | $48.4M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +79.2% | 613,389 | $48.3M |
| International City Management Association Retirement Corp | 23.99% | No change | 599,500 | $47.2M |
| Penserra Capital Management LLC | 0.55% | Reduce -17.2% | 589,892 | $46.5M |
| Annandale Capital, LLC | 6.91% | Reduce -0.0% | 538,557 | $42.4M |
| Savant Capital, LLC | 0.24% | Reduce -43.5% | 534,617 | $42.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.7% | 529,102 | $41.7M |
| Presilium Private Wealth, LLC | 7.55% | Add +6.4% | 524,344 | $41.3M |
| National Bank of Canada | 0.04% | Add +297.3% | 520,590 | $41.0M |
| Tobias Financial Advisors, Inc. | 5.63% | Add +3.5% | 505,694 | $39.9M |
| Old Peak Finance LLC | 23.43% | — | 481,638 | $38.0M |
| Farther Finance Advisors, LLC | 0.41% | Add +21.7% | 478,796 | $37.7M |
| Human Investing LLC | 5.22% | Add +5.2% | 469,069 | $37.0M |
| Clark Asset Management, LLC | 3.83% | Add +14.3% | 468,403 | $36.9M |
| Greystone Financial Group, LLC | 5.73% | Add +1.6% | 466,086 | $36.7M |
| Partners in Financial Planning | 6.21% | Add +1.8% | 465,429 | $36.7M |
| Baird Financial Group, Inc. | 0.06% | Add +13.1% | 454,111 | $35.8M |
| Cullen/Frost Bankers, Inc. | 0.39% | Add +11.5% | 447,395 | $35.3M |
| Wealthquest Corp | 2.60% | Add +4.9% | 436,928 | $34.4M |
| NewEdge Advisors, LLC | 0.12% | Add +17.0% | 436,259 | $34.4M |
| CreativeOne Wealth, LLC | 0.81% | Add +5.8% | 424,649 | $33.5M |
| Barr E S & Co. | 1.74% | Reduce -7.0% | 424,475 | $33.5M |
| Mariner, LLC | 0.04% | Add +5.3% | 423,628 | $33.4M |
| Ancora Advisors LLC | 0.67% | Add +5.6% | 413,303 | $32.6M |
| PDS Planning, Inc | 2.16% | Reduce -2.0% | 410,522 | $32.4M |
| Orion Porfolio Solutions, LLC | 0.24% | Add +4.7% | 408,991 | $32.2M |
| Berkshire Money Management, Inc. | 3.06% | Reduce -16.6% | 406,845 | $32.1M |
| Voya Financial Advisors, Inc. | 3.05% | Add +4.2% | 402,519 | $31.7M |
| Savvy Advisors, Inc. | 1.01% | Add +1.1% | 396,445 | $31.2M |
| Alps Advisors Inc. | 0.18% | Add +5.5% | 389,324 | $30.7M |
| Beacon Capital Management, Inc. | 1.64% | Reduce -62.5% | 388,899 | $30.6M |
| Blue Trust, Inc. | 0.35% | Add +3.1% | 388,806 | $30.6M |
| BlackRock, Inc. | 0.00% | Add +18647350.0% | 372,949 | $29.4M |
| Principal Financial Group Inc. | 0.01% | New | 369,912 | $29.2M |
| Nisa Investment Advisors, LLC | 0.10% | New | 369,691 | $29.1M |
| Avior Wealth Management, LLC | 0.90% | Add +5.1% | 365,777 | $28.8M |
| Park Avenue Securities LLC | 0.24% | Add +2.8% | 363,838 | $28.7M |
| Sage Financial Management Group, Inc. | 8.55% | Add +12.1% | 355,282 | $28.0M |
| EverSource Wealth Advisors, LLC | 1.01% | Reduce -2.1% | 347,340 | $27.4M |
| Associated Banc-Corp | 0.69% | Reduce -2.7% | 340,916 | $26.9M |
| Blair William & Co. | 0.07% | Add +1.8% | 332,153 | $26.2M |
| Atria Investments, Inc | 0.29% | Reduce -6.9% | 325,828 | $25.7M |
| First Heartland Consultants, Inc. | 1.90% | Reduce -0.4% | 318,613 | $25.1M |
| Assetmark, Inc. | 0.05% | Reduce -11.4% | 304,993 | $24.0M |
| Bank of Nova Scotia | 0.04% | Add +21.1% | 302,800 | $23.9M |
| Bartlett & Co. Wealth Management LLC | 0.31% | Reduce -3.9% | 296,970 | $23.4M |
| Lighthouse Financial Services Inc. | 5.36% | — | 295,809 | $23.3M |
| BNP Paribas Financial Markets | 0.01% | Add +79.8% | 295,690 | $23.3M |
| Graves Light Lenhart Wealth, Inc. | 2.47% | Add +6.2% | 295,174 | $23.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.7% | 291,664 | $23.0M |
| Compass Planning Associates Inc | 15.76% | Add +73.5% | 288,726 | $22.8M |
| AQR Capital Management | 0.01% | Add +13.4% | 285,929 | $22.5M |
| BetterWealth, LLC | 4.94% | Add +5.5% | 274,869 | $21.7M |
| Kwmg, LLC | 1.85% | Add +13.4% | 271,845 | $21.4M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +7.5% | 271,437 | $21.4M |
| Private Advisor Group, LLC | 0.10% | Add +45.2% | 268,494 | $21.2M |
| Lutz Financial Services LLC | 1.44% | Add +5.3% | 268,024 | $21.1M |
| Kelman-Lazarov, Inc. | 3.00% | Add +4.7% | 266,401 | $21.0M |
| Focus Partners Advisor Solutions, LLC | 0.25% | Reduce -63.3% | 263,298 | $20.8M |
| Elevation Point Wealth Partners, LLC | 0.97% | Add +3279.6% | 254,686 | $20.1M |
| NewEdge Wealth, LLC | 0.22% | Reduce -7.1% | 251,803 | $19.8M |
| XML Financial, LLC | 1.61% | Reduce -1.4% | 250,935 | $19.8M |
| Parkside Financial Bank & Trust | 1.47% | Add +8.3% | 248,338 | $19.6M |
| Trellis Wealth Advisors LLC | 7.65% | Add +22.6% | 248,149 | $19.6M |
| Modera Wealth Management, LLC | 0.23% | Add +6.0% | 247,525 | $19.5M |
| Wealth Dimensions Group, Ltd. | 3.86% | Add +1.7% | 246,853 | $19.5M |
| Apollon Wealth Management, LLC | 0.33% | Add +8.9% | 240,266 | $18.9M |
| McAdam, LLC | 0.86% | Add +12.7% | 239,682 | $18.9M |
| MilWealth Group LLC | 4.44% | Add +3.9% | 236,872 | $18.7M |
| Brewster Financial Planning LLC | 11.45% | Add +2.5% | 236,460 | $18.6M |
| Evolution Advisers, Inc. | 7.95% | Add +5.0% | 233,077 | $18.4M |
| Stephenson & Company, Inc. | 10.05% | Add +8.8% | 232,262 | $18.3M |
| Bank of Montreal | 0.01% | Add +9.4% | 232,190 | $18.3M |
| Fort Henry Capital, LLC | 11.16% | Add +3.6% | 231,139 | $18.2M |
| Nwam LLC | 1.02% | Add +9.7% | 231,011 | $18.2M |
| HTG Investment Advisors, Inc. | 5.51% | Add +6.5% | 227,396 | $17.9M |
| Wiser Wealth Management, Inc | 3.98% | Add +3.8% | 227,356 | $17.9M |
| Citigroup Inc. | 0.01% | Reduce -62.3% | 226,842 | $17.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +6.7% | 223,119 | $17.6M |
| M&T Bank Corp | 0.06% | Reduce -0.2% | 222,428 | $17.5M |
| Alaska Wealth Advisors, LLC | 2.21% | Add +3.6% | 220,019 | $17.3M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -5.5% | 218,318 | $17.2M |
| Factor Wealth Management LTD | 3.71% | Add +18.7% | 217,669 | $17.2M |
| TD Private Client Wealth LLC | 0.36% | Add +1.0% | 216,461 | $17.1M |
| Planning Directions Inc. | 8.44% | Add +10.2% | 212,543 | $16.8M |
| Silver Oak Advisory Group, Inc. | 7.49% | Add +0.6% | 210,150 | $16.6M |
| First Horizon Corp. | 0.74% | Add +1.0% | 210,044 | $16.6M |
| Tillman Hartley LLC | 4.15% | Add +5.0% | 209,996 | $16.5M |
| Level Financial Advisors | 4.37% | Add +6.4% | 209,820 | $16.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -10.1% | 207,158 | $16.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.2% | 200,894 | $15.8M |
| Mustard Seed Financial, LLC | 9.95% | Add +2.3% | 200,892 | $15.8M |
| Your Advocates Ltd., LLP | 5.16% | Add +5.4% | 200,764 | $15.8M |
| Safir Wealth Advisors, LLC | 10.96% | Add +3.6% | 198,388 | $15.6M |
| Citadel Advisors | 0.01% | New | 195,342 | $15.4M |
| eCIO, Inc. | 7.08% | Add +8.8% | 193,008 | $15.2M |
| Cambridge Associates LLC /Ma/ | 0.24% | Add +211.6% | 186,624 | $14.7M |
| Brookstone Capital Management | 0.17% | Reduce -0.2% | 185,492 | $14.6M |
| SouthState Bank Corp | 0.64% | Reduce -7.2% | 180,586 | $14.2M |
| Austin Asset Management Co Inc | 2.37% | Reduce -3.7% | 175,964 | $13.9M |
| Alaska Permanent Capital Management, LLC | 1.03% | Add +3.0% | 172,491 | $13.6M |
| Eaton-Cambridge Inc. | 4.41% | Add +0.4% | 170,491 | $13.4M |
| Bay Harbor Wealth Management, LLC | 3.49% | Reduce -1.0% | 169,561 | $13.4M |
| REDW Wealth LLC | 5.02% | Add +4.8% | 167,017 | $13.2M |
| Choreo, LLC | 0.17% | Reduce -0.7% | 166,710 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +6.0% | 165,954 | $13.1M |
| Frankly Finances, LLC | 12.39% | — | 165,782 | $13.1M |
| SigFig Wealth Management, LLC | 0.39% | Add +4.8% | 165,762 | $13.1M |
| Focus Financial Network, Inc. | 0.45% | Add +4.7% | 164,481 | $13.0M |
| Farmers & Merchants Investments Inc. | 0.36% | Add +0.7% | 163,786 | $12.9M |
| Aznar Financial Advisors, LLC | 12.40% | — | 163,758 | $12.9M |
| C M Bidwell & Associates Ltd. | 6.04% | Add +1.4% | 162,416 | $12.8M |
| Vawter Financial, Ltd. | 5.38% | Add +7.3% | 161,761 | $12.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.76% | Add +8.9% | 161,308 | $12.7M |
| Natixis Advisors, LLC | 0.02% | Add +11.1% | 160,567 | $12.7M |
| RFG Advisory, LLC | 0.24% | Add +7.9% | 160,442 | $12.6M |
| Leavell Investment Management, Inc. | 0.52% | Add +4.4% | 159,778 | $12.6M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +9.2% | 158,599 | $12.5M |
| Mountain Pacific Investment Advisers LLC | 2.00% | Reduce -2.6% | 156,684 | $12.3M |
| Disciplina Capital Management LLC | 1.41% | Add +4.4% | 156,205 | $12.3M |
| Elevate Wealth Advisory, Inc. | 8.29% | Add +11.3% | 153,799 | $12.1M |
| Arax Advisory Partners | 0.35% | New | 153,501 | $12.1M |
| Stone Summit Wealth LLC | 3.26% | Add +17.7% | 152,511 | $12.0M |
| Ames National Corp. | 6.93% | Add +4.1% | 150,086 | $11.8M |
| Scotia Capital Inc. | 0.05% | Add +0.4% | 149,164 | $11.8M |
| Eagle Rock Investment Company, LLC | 1.66% | Add +0.1% | 148,925 | $11.7M |
| United Services Automobile Association | 0.71% | No change | 143,018 | $11.3M |
| Cahill Financial Advisors Inc. | 1.23% | Add +0.0% | 142,762 | $11.3M |
| Resolute Capital, LLC | 4.67% | — | 141,695 | $11.2M |
| Sovereign Financial Group, Inc. | 1.99% | Add +4.6% | 141,508 | $11.2M |
| Cornerstone Investment Partners, LLC | 0.43% | Reduce -1.3% | 140,190 | $11.0M |
| Parker Financial LLC | 4.47% | Add +1.5% | 139,999 | $11.0M |
| Mutual Advisors, LLC | 0.24% | Add +3.8% | 139,776 | $11.0M |
| Sand Hill Global Advisors, LLC | 0.38% | Add +2.1% | 139,595 | $11.0M |
| Adaptive Financial Consulting, LLC | 4.28% | Add +1.3% | 139,498 | $11.0M |
| Smartleaf Asset Management LLC | 0.42% | Add +209.2% | 138,995 | $11.0M |
| CGN Advisors LLC | 0.87% | Add +8.0% | 138,847 | $10.9M |
| Tribridge Partners Financial LLC | 4.56% | Add +12.5% | 137,778 | $10.9M |
| Oath Planning, LLC | 10.71% | — | 137,769 | $10.9M |
| Fidato Wealth LLC | 6.93% | Add +5.9% | 137,686 | $10.9M |
| Torrey-Payne Wealth Management, LLC | 9.71% | — | 137,536 | $10.8M |
| Alkeme Wealth, LLC | 4.60% | Add +4.9% | 137,373 | $10.8M |
| Columbia River Financial Group, LLC | 6.58% | Add +13.1% | 136,054 | $10.7M |
| Crews Bank & Trust | 1.52% | Add +8.8% | 135,073 | $10.6M |
| Headinvest, LLC | 2.12% | Add +3.0% | 135,029 | $10.6M |
| IFG Advisors, LLC | 1.77% | Add +1.1% | 134,585 | $10.6M |
| VestGen Advisors, LLC | 0.44% | Add +179.8% | 132,612 | $10.5M |
| City State Bank | 2.82% | Add +4.3% | 130,664 | $10.3M |
| Cherry Tree Wealth Management, LLC | 2.16% | Add +8.1% | 129,556 | $10.2M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +50.9% | 127,507 | $10.0M |
| First American Trust, FSB | 0.69% | Add +0.7% | 126,919 | $10.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +16.7% | 126,550 | $10.0M |
| Man Group plc | 0.02% | Reduce -1.5% | 125,973 | $9.9M |
| AE Wealth Management LLC | 0.06% | Add +7.0% | 123,943 | $9.8M |
| Discipline Wealth Solutions, LLC | 1.81% | Add +227.4% | 123,922 | $9.8M |
| Zeit Capital LLC | 6.53% | Reduce -0.3% | 122,722 | $9.7M |
| Diversified Portfolios, Inc. | 0.80% | Reduce -12.7% | 121,245 | $9.6M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -49.5% | 121,222 | $9.6M |
| VCI Wealth Management LLC | 2.65% | Add +11.6% | 121,156 | $9.5M |
| Aspire Private Capital, LLC | 2.09% | Reduce -0.3% | 118,979 | $9.4M |
| White Lighthouse Investment Management Inc. | 1.29% | Add +2.8% | 117,508 | $9.3M |
| Advisory Services Network, LLC | 0.13% | Reduce -20.4% | 116,895 | $9.2M |
| Hopwood Financial Services, Inc. | 6.40% | Add +6.8% | 115,302 | $9.1M |
| DiPaolo Financial Group, Inc. | 9.48% | — | 112,958 | $8.9M |
| Rf&l Wealth Management, LLC | 4.90% | Add +4.5% | 110,905 | $8.7M |
| Brown Advisory Inc. | 0.01% | Add +0.6% | 110,320 | $8.7M |
| Forza Wealth Management, LLC | 3.12% | Add +21.4% | 109,618 | $8.6M |
| Arcadia Wealth Management, LLC | 3.20% | Add +1.0% | 109,188 | $8.6M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -3.8% | 109,033 | $8.6M |
| Investment Planning Advisors, Inc. | 2.48% | Add +6.8% | 107,915 | $8.5M |
| Precision Wealth Strategies, LLC | 2.73% | Reduce -19.2% | 106,925 | $8.4M |
| Bull Street Advisors, LLC | 3.91% | Add +0.5% | 106,847 | $8.4M |
| TFC Financial Management, Inc. | 1.05% | Add +3.1% | 106,307 | $8.4M |
| Clarity Capital Advisors, LLC | 4.16% | Add +8.1% | 105,583 | $8.3M |
| IHT Wealth Management, LLC | 0.20% | Add +3.1% | 105,432 | $8.3M |
| Estate Counselors, LLC | 0.69% | Add +6.9% | 105,311 | $8.3M |
| Phillips Financial Management, LLC | 0.52% | Add +3.6% | 102,506 | $8.1M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -23.1% | 100,735 | $7.9M |
| Capital Investment Advisors, LLC | 0.12% | Add +34.0% | 100,305 | $7.9M |
| Successful Portfolios LLC | 3.99% | Add +27.4% | 99,253 | $7.8M |
| Commerce Bank | 0.04% | Reduce -8.2% | 98,747 | $7.8M |
| OneAscent Financial Services LLC | 0.71% | Reduce -20.2% | 98,452 | $7.8M |
| Foundation Wealth Management, LLC\PA | 2.81% | Reduce -0.8% | 98,206 | $7.7M |
| Morris Financial Concepts, Inc. | 2.70% | Add +10.3% | 97,657 | $7.7M |
| Cwm, LLC | 0.02% | Add +2.4% | 97,655 | $7.7M |
| Parr McKnight Wealth Management Group, LLC | 1.00% | Add +17.1% | 96,553 | $7.6M |
| Essential Planning, LLC. | 2.41% | Add +5.2% | 95,869 | $7.6M |
| Prudent Man Advisors, LLC | 2.75% | Add +9.5% | 95,768 | $7.5M |
| Culbertson A N & Co. Inc. | 1.03% | Reduce -4.2% | 95,558 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +43.8% | 95,379 | $7.5M |
| Waterloo Capital, L.P. | 0.54% | Add +1.8% | 94,807 | $7.5M |
| Lynch Investment Planning, LLC | 7.14% | — | 94,622 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -4.5% | 94,546 | $7.5M |
| Capital Investment Management, Inc. | 2.54% | — | 92,212 | $7.3M |
| Fortis Advisors, LLC | 3.97% | Add +1.2% | 91,530 | $7.2M |
| Uptown Financial Advisors LLC | 6.10% | Add +11.8% | 90,876 | $7.2M |
| Cornerstone Financial Group, LLC | 4.95% | Add +165.2% | 90,047 | $7.1M |
| Echo45 Advisors LLC | 4.04% | Reduce -41.3% | 89,936 | $7.1M |
| Principal Securities, Inc. | 0.11% | Add +7.3% | 89,856 | $7.1M |
| Earned Wealth Advisors, LLC | 0.50% | Add +394.1% | 88,844 | $7.0M |
| Houlihan Financial Resource Group, Ltd. | 2.69% | Add +101.0% | 88,037 | $6.9M |
| WBH Advisory Inc. | 0.51% | Reduce -4.9% | 88,012 | $6.9M |
| Rathbones Group PLC | 0.03% | Add +5.2% | 86,802 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +61.1% | 86,459 | $6.8M |
| Regal Investment Advisors LLC | 0.41% | Add +0.6% | 86,276 | $6.8M |
| Ellevest, Inc. | 0.94% | Add +3.8% | 86,017 | $6.8M |
| Pines Wealth Management, LLC | 2.19% | Add +3.0% | 85,956 | $6.8M |
| Parallel Advisors, LLC | 0.12% | Reduce -1.3% | 85,918 | $6.8M |
| Investment Partners, LTD. | 2.34% | Add +9.9% | 84,871 | $6.7M |
| Central Pacific Bank - Trust Division | 0.85% | Reduce -4.3% | 84,724 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +6.5% | 138,648 | $6.7M |
| Sunesis Advisors, LLC | 3.01% | Add +3.1% | 84,462 | $6.7M |
| Main Street Financial Solutions, LLC | 0.50% | Add +137.3% | 84,080 | $6.6M |
| Bath Savings Trust Co | 0.65% | Add +20.0% | 82,904 | $6.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.3% | 81,943 | $6.5M |
| Bluestem Financial Advisors, LLC | 2.49% | Reduce -0.3% | 81,722 | $6.4M |
| Galvin, Gaustad & Stein, LLC | 0.51% | Reduce -2.8% | 81,066 | $6.4M |
| Slow Capital, Inc. | 0.76% | Add +23.6% | 81,021 | $6.4M |
| PCG Asset Management, LLC | 5.00% | Add +1.2% | 78,500 | $6.3M |
| Sfam, LLC | 5.67% | — | 78,741 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.39% | Add +0.3% | 78,645 | $6.2M |
| Arcataur Capital Management LLC | 1.76% | Reduce -1.3% | 78,120 | $6.2M |
| Harbour Investments, Inc. | 0.12% | Add +5.9% | 77,457 | $6.1M |
| Compass Financial Group, Inc. (Ohio) | 4.46% | — | 77,361 | $6.1M |
| Elevated Capital Advisors, LLC | 1.42% | Reduce -3.0% | 77,306 | $6.1M |
| Bank of Hawaii | 0.30% | Add +4.6% | 77,285 | $6.1M |
| Kathmere Capital Management, LLC | 0.41% | Add +10.2% | 76,840 | $6.1M |
| Financial Plan, Inc. | 0.69% | — | 76,734 | $6.0M |
| Mgo One Seven LLC | 0.12% | Reduce -2.9% | 74,564 | $5.9M |
| Cranbrook Wealth Management, LLC | 1.15% | Reduce -2.4% | 74,073 | $5.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +6.1% | 73,810 | $5.8M |
| Marquette Associates, Inc. | 7.44% | No change | 73,690 | $5.8M |
| Compound Planning, Inc. | 0.17% | Reduce -8.2% | 73,608 | $5.8M |
| Darrow Company, Inc. | 2.60% | Add +2.6% | 73,410 | $5.8M |
| Prosperity Consulting Group, LLC | 0.26% | Add +9.9% | 73,188 | $5.8M |
| Harbour Trust & Investment Management Co | 0.58% | Add +1.2% | 72,554 | $5.7M |
| BancFirst Trust & Investment Management | 2.36% | Add +0.2% | 72,345 | $5.7M |
| Ameritas Advisory Services, LLC | 0.21% | Add +2204.8% | 72,164 | $5.7M |
| IFG Advisory, LLC | 0.25% | Add +3.1% | 71,398 | $5.6M |
| Pacific Park Financial, Inc. | 3.49% | — | 70,967 | $5.6M |
| Retirement Wealth Solutions LLC | 3.52% | Add +2.7% | 70,577 | $5.6M |
| Kanawha Capital Management LLC | 0.38% | Add +0.8% | 70,500 | $5.6M |
| Maimon Wealth Management LTD. | 5.14% | — | 70,135 | $5.5M |
| Belleair Asset Management, LLC | 5.23% | — | 69,676 | $5.5M |
| Raffa Wealth Management, LLC | 0.84% | Reduce -8.9% | 69,384 | $5.5M |
| Bull Oak Capital, LLC | 2.22% | Add +5.2% | 69,044 | $5.4M |
| Arrowroot Family Office, LLC | 1.95% | Add +3.6% | 68,032 | $5.4M |
| Manuka Financial, LLC | 3.30% | Reduce -8.0% | 67,547 | $5.3M |
| Integrity Investment Advisors, LLC | 2.90% | Add +4.3% | 66,792 | $5.3M |
| OMNI 360 Wealth, Inc. | 2.67% | Add +5.4% | 66,210 | $5.2M |
| Consilium Wealth Advisory, LLC | 1.92% | Add +5.1% | 65,985 | $5.2M |
| Kiley Juergens Wealth Management, LLC | 1.11% | Reduce -3.0% | 64,944 | $5.1M |
| Beaird Harris Wealth Management, LLC | 0.35% | Add +0.3% | 64,681 | $5.1M |
| Integrated Advisors Network LLC | 0.22% | Add +1.5% | 64,316 | $5.1M |
| Hopwood Nicholas Hunter | 1.63% | — | 63,404 | $5.0M |
| Cooke Wealth Management, LLC | 4.35% | — | 63,214 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.96% | Add +2.2% | 62,989 | $5.0M |
| Boston Family Office LLC | 0.31% | Add +4.1% | 62,941 | $5.0M |
| Valpey Financial Services, LLC | 3.10% | Add +3.0% | 61,662 | $4.9M |
| BIP Wealth, LLC | 0.17% | Add +20.1% | 61,609 | $4.9M |
| Fonville Wealth Management LLC | 0.99% | Reduce -0.4% | 61,545 | $4.9M |
| Ferguson Johnson Wealth Management Inc | 3.98% | — | 60,728 | $4.8M |
| Centennial Bank | 1.90% | Add +5.4% | 60,715 | $4.8M |
| BHK Investment Advisors, LLC | 1.57% | Add +17.0% | 60,509 | $4.8M |
| Somnio Financial Group, LLC | 3.15% | Add +2.8% | 60,460 | $4.8M |
| Karpus Management, Inc. | 0.15% | Add +1.0% | 60,295 | $4.8M |
| Gladwyn Financial Advisors, Inc. | 3.28% | Add +3.7% | 59,177 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +0.4% | 59,168 | $4.7M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 59,093 | $4.7M |
| Welch & Forbes LLC | 0.06% | Add +101.5% | 58,991 | $4.6M |
| FineMark National Bank & Trust | 0.14% | Reduce -4.8% | 58,877 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Add +43.4% | 58,606 | $4.6M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -8.4% | 58,205 | $4.6M |
| Becker Capital Management Inc. | 0.13% | Add +4.0% | 57,688 | $4.5M |
| Neumann Capital Management, LLC | 1.31% | Reduce -1.5% | 57,462 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Add +143.6% | 57,388 | $4.5M |
| FIDELIS iM, LLC | 1.74% | Reduce -15.9% | 56,879 | $4.5M |
| DBK Financial Counsel, LLC | 3.43% | Add +27.8% | 56,654 | $4.5M |
| Mills Wealth Advisors LLC | 1.76% | Reduce -3.7% | 56,563 | $4.5M |
| SageView Advisory Group, LLC | 0.15% | Add +0.5% | 56,507 | $4.5M |
| Sterling Investment Management, LLC | 2.50% | Add +2.1% | 55,849 | $4.4M |
| Bfsg, LLC | 0.42% | Add +1.4% | 55,294 | $4.4M |
| Courage Miller Partners, LLC | 1.30% | Add +1.1% | 54,865 | $4.3M |
| Ti-Trust, Inc. | 2.64% | Add +0.7% | 54,247 | $4.3M |
| Haverford Trust Co | 0.04% | Add +1.2% | 53,970 | $4.3M |
| Infinity Wealth Counsel, LLC | 3.84% | Add +13.3% | 53,474 | $4.2M |
| Wealth Architects, LLC | 0.38% | Add +0.1% | 53,467 | $4.2M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -14.7% | 52,802 | $4.2M |
| Sterling Financial Planning, Inc. | 1.25% | Add +3.7% | 52,664 | $4.2M |
| Signal Tree Financial Partners LLC | 3.16% | Reduce -21.6% | 52,593 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -1.7% | 52,407 | $4.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.9% | 52,098 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.46% | Add +3.0% | 51,999 | $4.1M |
| Fifth Third Securities, Inc. | 0.26% | Add +1.9% | 51,226 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +2318.9% | 50,797 | $4.0M |
| HB Wealth Management, LLC | 0.03% | Add +46.5% | 50,755 | $4.0M |
| DGS Capital Management, LLC | 0.69% | Add +20.1% | 50,739 | $4.0M |
| JMN Financial LLC | 3.98% | — | 50,639 | $4.0M |
| Agf Management Ltd. | 0.02% | Reduce -0.9% | 50,575 | $4.0M |
| Hohimer Wealth Management, LLC | 0.54% | Reduce -8.5% | 50,230 | $4.0M |
| Rockbridge Investment Management, LCC | 0.37% | Reduce -7.3% | 49,893 | $3.9M |
| Pure Financial Advisors, LLC | 0.06% | Add +2.9% | 49,769 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +2.3% | 49,694 | $3.9M |
| Strategic Investment Advisors / MI | 0.34% | Add +54.4% | 49,607 | $3.9M |
| FLC Capital Advisors | 0.72% | Add +3.8% | 49,266 | $3.9M |
| Global Retirement Partners, LLC | 0.07% | Add +8.9% | 49,219 | $3.9M |
| Citizens Financial Group Inc. | 0.05% | Add +53.5% | 48,773 | $3.8M |
| Eschler Asset Management LLP | 2.61% | New | 48,682 | $3.8M |
| Atlatl Advisers LLC | 1.47% | Add +6.0% | 48,583 | $3.8M |
| United Financial Planning Group LLC | 2.32% | Reduce -29.4% | 48,441 | $3.8M |
| Meridian Wealth Management, LLC | 0.13% | Add +2.0% | 48,355 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -8.1% | 48,073 | $3.8M |
| TCTC Holdings, LLC | 0.11% | No change | 47,755 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +42.6% | 47,385 | $3.7M |
| Sage Investment Advisers LLC | 2.79% | — | 47,242 | $3.7M |
| Foster Group, Inc. | 0.11% | Add +5.8% | 46,113 | $3.6M |
| Sellwood Investment Partners LLC | 1.40% | Reduce -38.0% | 45,640 | $3.6M |
| Forum Private Client Group LLC | 1.23% | Reduce -18.3% | 45,639 | $3.6M |
| Arkadios Wealth Advisors | 0.07% | Reduce -25.0% | 45,574 | $3.6M |
| Good Harbor Advisors, Inc. | 4.18% | — | 45,571 | $3.6M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +8.9% | 45,447 | $3.6M |
| Eastern Bank | 0.06% | No change | 45,236 | $3.6M |
| Ackerman Capital Advisors, LLC | 0.71% | Add +6.0% | 45,038 | $3.5M |
| Carnegie Investment Counsel | 0.07% | New | 44,898 | $3.5M |
| HT Partners LLC | 1.05% | Add +0.4% | 44,876 | $3.5M |
| Colorado Capital Management, Inc. | 1.32% | Add +3.6% | 44,527 | $3.5M |
| Calton & Associates, Inc. | 0.52% | Add +8.5% | 44,514 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -24.7% | 44,513 | $3.5M |
| Moller Wealth Partners | 0.73% | Reduce -3.8% | 44,322 | $3.5M |
| Brand Asset Management Group, Inc. | 0.96% | Reduce -6.7% | 43,680 | $3.4M |
| Root Financial Partners, LLC | 0.18% | Add +68.0% | 43,627 | $3.4M |
| Stephens Inc. | 0.04% | Add +2.0% | 43,391 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -14.2% | 43,040 | $3.4M |
| Patten Group, Inc. | 0.63% | Reduce -2.8% | 42,912 | $3.4M |
| Red Mountain Financial, LLC | 3.32% | Add +6.8% | 42,884 | $3.4M |
| Lodestone Wealth Management LLC | 1.37% | Add +0.7% | 42,834 | $3.4M |
| Traveka Wealth, LLC | 1.37% | Add +1.3% | 42,692 | $3.4M |
| Benjamin Edwards Inc. | 0.04% | Add +6.1% | 42,509 | $3.4M |
| Prostatis Group LLC | 0.79% | Add +0.4% | 42,238 | $3.3M |
| Affinity Capital Advisors, LLC | 0.46% | Add +2.1% | 42,209 | $3.3M |
| Valley Wealth Managers, Inc. | 0.21% | Add +4.2% | 42,203 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Reduce -55.9% | 41,901 | $3.3M |
| Wescott Financial Advisory Group, LLC | 0.29% | Add +0.5% | 41,874 | $3.3M |
| McNaughton Wealth Management, LLC | 1.35% | Add +0.8% | 41,722 | $3.3M |
| First Hawaiian Bank | 0.44% | Add +1.6% | 41,633 | $3.3M |
| Cacti Asset Management LLC | 0.20% | New | 41,394 | $3.3M |
| Yukon Wealth Management, Inc. | 1.88% | Add +4.8% | 41,384 | $3.3M |
| Lanark Financial, Inc. | 0.24% | Add +7.1% | 40,970 | $3.2M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Reduce -2.2% | 40,884 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +1.9% | 40,228 | $3.2M |
| Evensky & Katz LLC | 0.18% | Add +5.1% | 39,772 | $3.1M |
| Westfuller Advisors, LLC | 1.27% | Reduce -4.2% | 39,705 | $3.1M |
| BLB&B Advisors, LLC | 0.13% | Add +1.0% | 39,514 | $3.1M |
| Websterrogers Financial Advisors, LLC | 0.90% | Reduce -0.5% | 39,479 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +10.8% | 39,410 | $3.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.3% | 39,144 | $3.1M |
| Robinswood Financial LLC | 0.98% | Add +4.8% | 38,975 | $3.1M |
| Acropolis Investment Management, LLC | 0.14% | Reduce -22.3% | 38,940 | $3.1M |
| Opus Financial Solutions LLC | 2.88% | — | 38,729 | $3.1M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -1.9% | 38,508 | $3.0M |
| Performance Wealth Partners, LLC | 0.08% | Add +0.5% | 38,504 | $3.0M |
| Leeward Financial Partners, LLC | 0.85% | Add +0.9% | 38,207 | $3.0M |
| Vistica Wealth Advisors, LLC | 2.95% | — | 37,631 | $3.0M |
| Aspirean Wealth, LLC | 3.21% | — | 37,313 | $2.9M |
| MCF Advisors LLC | 0.16% | New | 37,072 | $2.9M |
| Legacy Financial Group LLC | 0.36% | Reduce -78.9% | 37,070 | $2.9M |
| Vise Technologies, Inc. | 0.06% | Add +262.1% | 36,994 | $2.9M |
| Caldwell Trust Co | 0.26% | Add +44.1% | 36,919 | $2.9M |
| FC Advisory LLC | 0.83% | Add +0.4% | 36,797 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +4.0% | 36,722 | $2.9M |
| MAI Capital Management | 0.02% | Reduce -5.5% | 36,084 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.47% | Reduce -0.3% | 35,832 | $2.8M |
| Howard Financial Services, LTD. | 0.33% | Reduce -5.8% | 35,779 | $2.8M |
| Old National Bancorp | 0.05% | Reduce -36.5% | 35,743 | $2.8M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -1.5% | 35,467 | $2.8M |
| Ally Invest Advisors Inc. | 0.19% | Add +7.9% | 35,276 | $2.8M |
| Arbor Wealth Advisors LLC | 1.98% | Reduce -0.4% | 35,228 | $2.8M |
| Everett Harris & Co. | 0.03% | Reduce -1.3% | 35,195 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | — | 35,009 | $2.8M |
| Endeavor Private Wealth, Inc. | 0.79% | Add +2.7% | 34,848 | $2.7M |
| Anchor Capital Advisors LLC | 0.08% | No change | 34,737 | $2.7M |
| Richmond Brothers, Inc. | 1.73% | Reduce -64.2% | 34,594 | $2.7M |
| First National Bank of Omaha | 0.08% | Add +145.0% | 34,578 | $2.7M |
| Plancorp, LLC | 0.08% | Add +0.4% | 34,392 | $2.7M |
| Greenspring Advisors, LLC | 0.16% | New | 33,444 | $2.6M |
| Evanson Asset Management, LLC | 0.14% | Add +42.6% | 33,369 | $2.6M |
| Summit Wealth Partners, LLC | 0.48% | Add +0.5% | 33,294 | $2.6M |
| Avion Wealth | 0.55% | Reduce -3.4% | 33,211 | $2.6M |
| Pearl Planning LLC | 1.58% | — | 32,778 | $2.6M |
| Aua Capital Management, LLC | 1.29% | Reduce -0.8% | 32,761 | $2.6M |
| Columbia Asset Management | 0.46% | Add +0.1% | 32,691 | $2.6M |
| Jacobsen Capital Management | 0.84% | Add +2.1% | 32,474 | $2.6M |
| Enstar Group LTD | 0.98% | No change | 32,166 | $2.5M |
| Towne Trust Company, N.A | 0.79% | Add +17.8% | 32,128 | $2.5M |
| HMV Wealth Advisors, LLC | 1.26% | Add +1.9% | 31,887 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +84.4% | 31,847 | $2.5M |
| Eclectic Associates Inc. | 0.39% | Reduce -7.3% | 31,664 | $2.5M |
| Cary Street Partners Financial LLC | 0.06% | Add +12.7% | 31,412 | $2.5M |
| Roundview Capital LLC | 0.15% | Add +5.5% | 31,386 | $2.5M |
| Calamos Wealth Management LLC | 0.09% | Reduce -11.5% | 31,382 | $2.5M |
| Old Port Advisors | 0.61% | Add +1.0% | 31,209 | $2.5M |
| Proffitt & Goodson Inc. | 0.34% | Reduce -21.4% | 31,202 | $2.5M |
| Family Wealth Partners, LLC | 0.88% | Reduce -2.2% | 30,916 | $2.4M |
| Legacy Wealth Partners, LLC | 0.63% | — | 30,697 | $2.4M |
| Mma Asset Management LLC | 0.86% | No change | 30,694 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | Reduce -37.6% | 30,405 | $2.4M |
| Bragg Financial Advisors, Inc | 0.08% | Add +3.6% | 30,403 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.9% | 30,278 | $2.4M |
| Level Wealth Management LLC | 1.22% | Reduce -11.0% | 30,265 | $2.4M |
| Whittier Trust Co. | 0.03% | Reduce -0.2% | 30,144 | $2.4M |
| IFP Advisors, Inc | 0.05% | Add +63.4% | 30,145 | $2.4M |
| 180 Wealth Advisors, LLC | 0.27% | Reduce -3.0% | 30,131 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Reduce -11.7% | 30,117 | $2.4M |
| Woodside Wealth Management LLC | 1.77% | Add +0.4% | 30,068 | $2.4M |
| Mengis Capital Management, Inc. | 0.42% | Add +0.8% | 29,951 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -92.6% | 29,629 | $2.3M |
| Soltis Investment Advisors LLC | 0.15% | Add +0.8% | 29,495 | $2.3M |
| Ascentis Independent Advisors | 0.37% | Reduce -1.8% | 29,464 | $2.3M |
| PFG Advisors | 0.11% | Add +7.6% | 29,289 | $2.3M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -4.6% | 29,271 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +27.3% | 29,250 | $2.3M |
| Naples Global Advisors, LLC | 0.17% | Reduce -40.6% | 29,137 | $2.3M |
| Provident Wealth Management, LLC | 0.68% | Reduce -1.6% | 29,060 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.72% | Reduce -7.5% | 28,986 | $2.3M |
| American Investment Services, Inc. | 0.53% | Add +2.4% | 28,895 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.13% | Reduce -1.7% | 28,694 | $2.3M |
| GreatBanc Trust CO | 1.58% | Reduce -3.8% | 28,450 | $2.2M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -37.6% | 28,312 | $2.2M |
| Massachusetts Wealth Management | 1.04% | Reduce -0.1% | 28,255 | $2.2M |
| Good Steward Wealth Advisors,LLC | 1.46% | Add +15.6% | 27,982 | $2.2M |
| Fiduciary Group, LLC | 0.18% | Reduce -2.5% | 27,853 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -7.6% | 27,747 | $2.2M |
| Sax Wealth Advisors, LLC | 0.10% | Add +135.9% | 27,692 | $2.2M |
| Bluedoor Private Wealth, LLC | 1.01% | — | 27,664 | $2.2M |
| Certior Financial Group, LLC | 1.48% | Add +2.9% | 27,608 | $2.2M |
| Navalign, LLC | 0.53% | Add +5.5% | 27,595 | $2.2M |
| Mezzasalma Advisors, LLC | 0.52% | Reduce -23.2% | 27,589 | $2.2M |
| Allodium Investment Consultants, LLC | 1.10% | Add +17.7% | 27,553 | $2.2M |
| Coordinated Financial Services, Inc. | 1.26% | Add +84.9% | 27,434 | $2.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.01% | — | 27,130 | $2.1M |
| Everhart Financial Group, Inc. | 0.20% | Reduce -5.8% | 26,985 | $2.1M |
| Thomasville National Bank | 0.13% | Reduce -1.2% | 26,892 | $2.1M |
| Evergreen Wealth Management, LLC | 1.06% | Add +3.7% | 26,749 | $2.1M |
| Madrid Wealth Management, LLC | 1.68% | — | 26,337 | $2.1M |
| Thompson Investment Management, Inc. | 0.26% | Add +6.9% | 26,157 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +110.4% | 26,140 | $2.1M |
| Cheviot Value Management, LLC | 0.20% | Reduce -3.8% | 26,094 | $2.1M |
| Spire Wealth Management | 0.07% | Add +11.3% | 25,970 | $2.0M |
| Marathon Wealth Advisors LLC | 0.81% | — | 25,905 | $2.0M |
| Brighton Securities Corp. | 1.00% | Add +24.2% | 25,783 | $2.0M |
| Ethos Financial Group, LLC | 0.15% | New | 25,450 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -17.3% | 25,429 | $2.0M |
| PW Nova Financial Services LLC | 0.75% | — | 25,075 | $2.0M |
| PAX Financial Group, LLC | 0.34% | Reduce -47.4% | 25,046 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.0M |
| Fiduciary Advisors, Inc. | 1.50% | Reduce -10.6% | 24,976 | $2.0M |
| Paladin Partners, LLC | 1.47% | — | 24,950 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.22% | Add +6.9% | 24,934 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Add +0.2% | 24,706 | $1.9M |
| Hardy Reed LLC | 0.14% | Reduce -3.8% | 24,659 | $1.9M |
| Ascent Wealth Partners, LLC | 0.22% | Add +1.4% | 24,533 | $1.9M |
| Family Legacy, Inc. | 0.58% | Reduce -0.6% | 24,456 | $1.9M |
| Bokf, NA | 0.03% | Add +6.3% | 24,356 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Reduce -8.7% | 24,232 | $1.9M |
| Capital Asset Managemnet, LLC | 2.10% | — | 24,096 | $1.9M |
| Secured Retirement Advisors, LLC | 1.06% | Add +1.3% | 24,007 | $1.9M |
| Compass Wealth Management LLC | 0.47% | Add +14.0% | 23,981 | $1.9M |
| Cadent Capital Advisors, LLC | 0.50% | Add +0.6% | 23,911 | $1.9M |
| FMR LLC | 0.00% | Add +11.7% | 23,901 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.29% | Reduce -5.4% | 23,881 | $1.9M |
| Motco | 0.17% | Add +3.1% | 23,858 | $1.9M |
| Northwest Wealth Management, LLC | 0.30% | Reduce -15.2% | 23,805 | $1.9M |
| Hilltop Holdings Inc. | 0.11% | Reduce -14.8% | 23,630 | $1.9M |
| Absolute Capital Management, LLC | 0.68% | Add +43.0% | 23,530 | $1.9M |
| LifePlan Investment Advisors, Inc. | 0.75% | Add +12.0% | 23,449 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.1% | 23,420 | $1.8M |
| Pacific Financial Group Inc. | 1.02% | Add +3.6% | 23,378 | $1.8M |
| Maseco LLP | 0.08% | New | 23,198 | $1.8M |
| First Interstate Bank | 0.10% | Add +4.0% | 23,186 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | New | 23,162 | $1.8M |
| PCM Encore, LLC | 0.39% | — | 23,031 | $1.8M |
| Flagstar Securities, Inc. | 0.60% | Reduce -5.7% | 22,910 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.0% | 22,907 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -16.8% | 22,757 | $1.8M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +1.3% | 22,631 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +9.9% | 22,620 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +181.7% | 22,568 | $1.8M |
| CoreCap Advisors, LLC | 0.06% | Add +4.7% | 22,454 | $1.8M |
| Selective Wealth Management, Inc. | 0.55% | Reduce -2.6% | 22,459 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.23% | New | 22,259 | $1.8M |
| Freedom Investment Management, Inc. | 0.51% | Add +0.9% | 22,198 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.25% | Add +11.8% | 22,167 | $1.7M |
| Rosenberg Matthew Hamilton | 0.36% | Reduce -7.4% | 21,862 | $1.7M |
| Verum Partners LLC | 0.35% | Reduce -3.7% | 21,847 | $1.7M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.7% | 21,820 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -3.1% | 21,767 | $1.7M |
| JFS Wealth Advisors, LLC | 0.09% | No change | 20,858 | $1.6M |
| Aerodigm Wealth, LLC | 0.63% | Reduce -4.7% | 20,578 | $1.6M |
| Greenbush Financial Group, LLC | 0.55% | Add +17.3% | 20,433 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Add +1.6% | 20,427 | $1.6M |
| Stonebridge Financial Group, LLC | 0.14% | Add +10.5% | 20,418 | $1.6M |
| Sagace Wealth Management LLC | 1.09% | Add +0.8% | 20,411 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.08% | New | 20,250 | $1.6M |
| LongView Wealth Management | 0.38% | Reduce -11.7% | 20,200 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +78.4% | 20,144 | $1.6M |
| SOL Capital Management CO | 0.14% | Reduce -14.3% | 19,910 | $1.6M |
| Powerhouse Assets LLC | 1.38% | — | 19,865 | $1.6M |
| NBT Bank, N.A. | 0.10% | Add +0.2% | 19,696 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +13.6% | 19,653 | $1.5M |
| Bell Bank | 0.07% | No change | 19,647 | $1.5M |
| Allen Investment Management, LLC | 0.02% | Add +3.9% | 19,451 | $1.5M |
| One Wealth Map LLC | 0.78% | Add +2.0% | 19,471 | $1.5M |
| Novak & Powell Financial Services, Inc. | 0.80% | Reduce -1.4% | 19,417 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -7.9% | 19,404 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.42% | Reduce -1.7% | 19,100 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.31% | Reduce -19.3% | 19,016 | $1.5M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -9.3% | 18,934 | $1.5M |
| Security Financial Services, INC. | 0.23% | Add +11.3% | 18,788 | $1.5M |
| Womack Financial LLC | 1.09% | Add +4.1% | 18,786 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.09% | Reduce -0.3% | 18,737 | $1.5M |
| StoneX Group Inc. | 0.06% | Add +5.6% | 18,693 | $1.5M |
| Dakota Wealth Management | 0.03% | New | 18,612 | $1.5M |
| PFG Investments, LLC | 0.07% | Add +43.8% | 18,570 | $1.5M |
| Keybank National Association | 0.01% | Reduce -7.3% | 18,393 | $1.4M |
| M Holdings Securities, Inc. | 0.10% | New | 18,272 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +10.9% | 18,214 | $1.4M |
| Seven Mile Advisory | 0.25% | Reduce -0.2% | 18,008 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +4.0% | 17,946 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.56% | Add +465.6% | 17,772 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Reduce -7.8% | 17,741 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.31% | Add +1.0% | 17,722 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.53% | Reduce -2.9% | 17,609 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.45% | Reduce -7.3% | 17,386 | $1.4M |
| Harpswell Capital Advisors, LLC | 1.07% | New | 17,162 | $1.4M |
| Aries Wealth Management | 0.30% | Reduce -4.3% | 17,156 | $1.4M |
| ATLas Financial Planning LLC | 1.32% | — | 17,029 | $1.3M |
| Syntegra Private Wealth Group, LLC | 0.12% | Add +147.3% | 16,960 | $1.3M |
| Advyzon Investment Management, LLC | 0.15% | Add +23.4% | 16,919 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +1.4% | 16,709 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.13% | Add +22.0% | 16,649 | $1.3M |
| Ashton Thomas Securities, LLC | 0.25% | Reduce -0.5% | 16,571 | $1.3M |
| Rockwood Wealth Management, LLC | 0.10% | Reduce -0.5% | 16,550 | $1.3M |
| Aegis Wealth Management LLC | 0.74% | Add +56.2% | 16,533 | $1.3M |
| RCS Financial Planning, LLC | 0.56% | Reduce -10.3% | 16,470 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +0.0% | 16,469 | $1.3M |
| L.K. Benson & Company, P.C. | 0.64% | Reduce -4.7% | 16,293 | $1.3M |
| BDFS Capital LLC | 0.64% | — | 16,053 | $1.3M |
| Hollencrest Capital Management | 0.04% | Reduce -4.7% | 15,655 | $1.2M |
| Rossby Financial, LCC | 0.39% | Add +101.7% | 15,598 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.38% | Reduce -37.3% | 15,587 | $1.2M |
| Kintra Wealth, LLC | 0.17% | New | 15,557 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Add +2.0% | 15,362 | $1.2M |
| Larson Financial Group LLC | 0.04% | Add +1.4% | 15,235 | $1.2M |
| Riverbend Wealth Management, LLC | 0.75% | Reduce -2.0% | 15,185 | $1.2M |
| Global Financial Private Client, LLC | 0.42% | Reduce -0.1% | 15,154 | $1.2M |
| Schwartz Investment Counsel Inc. | 0.04% | Reduce -2.9% | 15,000 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +0.5% | 14,976 | $1.2M |
| Guidance Capital, Inc. | 0.29% | Add +4.8% | 14,969 | $1.2M |
| Legacy Solutions, LLC | 1.03% | Add +0.7% | 14,919 | $1.2M |
| Trust Co. of Vermont | 0.05% | Add +3.9% | 14,908 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -25.1% | 14,757 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.8% | 14,678 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.14% | Add +101.3% | 14,605 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.24% | Reduce -2.4% | 14,594 | $1.2M |
| VERITY Wealth Advisors | 0.71% | Reduce -2.2% | 14,582 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.1% | 14,508 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +3.8% | 14,466 | $1.1M |
| Transcendent Capital Group LLC | 0.51% | Add +1.5% | 14,380 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.2% | 14,281 | $1.1M |
| Southland Equity Partners LLC | 0.22% | Reduce -4.3% | 14,276 | $1.1M |
| Hall Laurie J Trustee | 0.37% | No change | 14,267 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.66% | Reduce -6.4% | 14,150 | $1.1M |
| Parkwoods Wealth Partners, LLC | 0.33% | Add +33.9% | 14,143 | $1.1M |
| Hickory Point Bank & Trust | 0.81% | Add +21.6% | 14,100 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -6.0% | 14,045 | $1.1M |
| Independent Family Office, LLC | 0.46% | Reduce -2.6% | 14,007 | $1.1M |
| BCS Wealth Management | 0.11% | Add +115.6% | 13,990 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | Add +1.6% | 13,959 | $1.1M |
| CVA Family Office, LLC | 0.13% | Reduce -0.6% | 13,918 | $1.1M |
| WoodTrust Financial Corp | 0.13% | Add +37.6% | 13,895 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | New | 13,840 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -18.9% | 13,817 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +2.9% | 13,495 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -0.5% | 13,472 | $1.1M |
| Hershey Financial Advisers, LLC | 0.90% | Reduce -34.9% | 13,456 | $1.1M |
| Aureus Asset Management, LLC | 0.07% | Add +1.9% | 13,420 | $1.1M |
| Shepherd Financial Partners LLC | 0.10% | Reduce -13.6% | 13,369 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +62.5% | 13,330 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +3.9% | 13,233 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 13,066 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Add +2.4% | 12,950 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 12,884 | $1.0M |
| Phil A. Younker & Associates, Ltd. | 0.70% | New | 12,690 | $1.0M |
| Chapin Davis, Inc. | 0.23% | Add +0.0% | 12,681 | $999K |
| Unison Advisors LLC | 0.09% | Reduce -10.0% | 12,457 | $982K |
| Evoke Wealth, LLC | 0.02% | Reduce -45.4% | 12,414 | $978K |
| Equity Investment Corp. | 0.02% | Add +1.3% | 12,399 | $977K |
| Generations Wealth, LLC | 1.00% | — | 12,360 | $974K |
| Cresset Asset Management, LLC | 0.00% | Add +4.4% | 12,333 | $972K |
| Jim Saulnier & Associates, LLC | 0.50% | Add +0.6% | 12,242 | $965K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.5% | 11,992 | $945K |
| FMB Wealth Management | 0.37% | New | 11,978 | $944K |
| Vectors Research Management, LLC | 0.29% | Add +4.8% | 11,965 | $943K |
| Red Wave Investments LLC | 0.28% | No change | 11,911 | $939K |
| Saiph Capital, LLC | 0.34% | Add +8.8% | 11,901 | $938K |
| Gotham Asset Management | 0.00% | New | 11,898 | $938K |
| Leo Wealth, LLC | 0.07% | New | 11,705 | $922K |
| Arete Wealth Advisors, LLC | 0.06% | Add +5.2% | 11,634 | $917K |
| Argent Trust Co | 0.03% | No change | 11,605 | $915K |
| Operose Advisors LLC | 0.21% | Reduce -4.9% | 11,563 | $911K |
| First PREMIER Bank | 0.21% | Reduce -36.3% | 11,562 | $911K |
| VestGen Investment Management | 0.50% | Reduce -5.0% | 11,458 | $903K |
| Texas Bank & Trust Co | 0.33% | No change | 11,440 | $902K |
| Archer Investment Corp | 0.20% | Reduce -3.7% | 11,414 | $900K |
| Acorn Wealth Advisors, LLC | 0.26% | Add +3.8% | 11,261 | $887K |
| Americana Partners, LLC | 0.02% | Add +22.1% | 11,242 | $886K |
| MBL Wealth, LLC | 0.07% | Reduce -6.5% | 11,235 | $885K |
| Powers Advisory Group, LLC | 0.33% | Reduce -1.5% | 11,232 | $885K |
| Opus Capital Group, LLC | 0.09% | No change | 11,095 | $874K |
| United Bank | 0.11% | No change | 11,034 | $870K |
| Cibc World Market Inc. | 0.00% | Reduce -2.6% | 10,985 | $866K |
| Cumberland Advisors Inc. | 0.33% | Add +8.9% | 10,970 | $865K |
| My Personal CFO, LLC | 0.36% | Reduce -88.9% | 10,951 | $863K |
| Amicus Financial Advisors, LLC | 0.24% | — | 10,925 | $861K |
| TrustWell Financial Advisors, LLC | 0.83% | — | 10,892 | $858K |
| Archford Capital Strategies, LLC | 0.10% | Reduce -6.6% | 10,813 | $852K |
| Loudon Investment Management, LLC | 0.44% | Reduce -0.1% | 10,801 | $851K |
| Andrews, Lucia Wealth Management LLC | 0.50% | Reduce -13.5% | 10,737 | $846K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.5% | 10,698 | $844K |
| Gradient Capital Advisors, LLC | 0.22% | Add +15.3% | 10,666 | $841K |
| Red Cedar Investment Management, LLC | 0.09% | No change | 10,560 | $832K |
| Zhang Financial LLC | 0.03% | Add +59.8% | 10,503 | $828K |
| Maripau Wealth Management LLC | 0.38% | Reduce -1.9% | 10,501 | $828K |
| Barrett & Company, Inc. | 0.27% | Reduce -0.8% | 10,410 | $820K |
| Cornerstone Planning Group LLC | 0.13% | Add +8623.5% | 10,381 | $818K |
| Hillcrest Wealth Advisors - NY, LLC | 0.35% | Reduce -4.6% | 10,374 | $818K |
| Center For Asset Management LLC | 0.43% | Add +4.1% | 10,360 | $816K |
| Wellington-Altus USA Inc. | 0.60% | — | 10,356 | $816K |
| HBE Wealth Management, LLC | 0.76% | — | 10,294 | $811K |
| Principia Wealth Advisory, LLC | 0.51% | Add +12.8% | 10,292 | $811K |
| Cooper Financial Group | 0.09% | Reduce -11.3% | 10,277 | $810K |
| GC Wealth Management RIA, LLC | 0.03% | Add +18.4% | 10,224 | $806K |
| Fiera Capital Corp | 0.00% | Add +4.6% | 10,215 | $805K |
| Curi Capital, LLC | 0.01% | Add +16.8% | 10,060 | $793K |
| Narus Financial Partners, LLC | 0.21% | Reduce -3.7% | 9,850 | $776K |
| Davidson Trust Co. | 0.32% | Add +7.3% | 9,834 | $775K |
| Flatrock Wealth Partners LLC | 0.37% | — | 9,827 | $774K |
| SAM Advisors, LLC | 0.24% | Add +0.5% | 9,773 | $770K |
| ProVise Management Group, LLC | 0.05% | Reduce -3.4% | 9,742 | $768K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +2.9% | 9,694 | $764K |
| Asset Management Group, Inc. | 0.12% | Add +1.0% | 9,567 | $754K |
| Rock Point Advisors, LLC | 0.19% | Add +5.5% | 9,565 | $754K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +3.3% | 9,528 | $751K |
| Lighthouse Wealth Management Inc. | 0.51% | Reduce -2.3% | 9,523 | $751K |
| Mainsail Asset Management, LLC | 0.32% | Reduce -13.7% | 9,480 | $747K |
| Courier Capital LLC | 0.04% | Add +2.4% | 9,470 | $746K |
| Crabel Capital Management, LLC | 0.56% | Add +156.8% | 9,467 | $746K |
| ABLE Financial Group, LLC | 0.15% | Reduce -5.1% | 9,462 | $746K |
| AMG National Trust Bank | 0.02% | Reduce -8.9% | 9,459 | $745K |
| Van Cleef Asset Management,Inc | 0.08% | Add +1.5% | 9,423 | $743K |
| Quadrant Capital Group LLC | 0.02% | No change | 9,360 | $738K |
| REAP Financial Group, LLC | 0.15% | Reduce -11.8% | 9,357 | $737K |
| Regions Financial Corp. | 0.00% | Add +27.8% | 9,281 | $731K |
| Physician Wealth Solutions Inc. | 0.31% | No change | 9,245 | $729K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.6% | 9,221 | $727K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Add +2.2% | 9,153 | $721K |
| Ballast Financial Advisors LLC | 0.74% | — | 9,084 | $716K |
| Accelerate Investment Advisors LLC | 0.48% | Reduce -9.7% | 9,072 | $715K |
| Reyes Financial Architecture, Inc. | 0.43% | Reduce -1.0% | 9,026 | $711K |
| Chico Wealth RIA | 0.46% | Add +0.1% | 9,023 | $711K |
| Wealth Forward, LLC | 0.40% | Reduce -1.1% | 9,001 | $709K |
| SHUTTLEWORTH & Co | 0.64% | Add +17.2% | 8,936 | $704K |
| Gridiron Partners, LLC | 0.39% | Reduce -54.8% | 8,794 | $693K |
| Disciplined Investments, LLC | 0.27% | Reduce -7.4% | 8,790 | $693K |
| BCS Private Wealth Management, Inc. | 0.24% | Add +16.6% | 8,780 | $692K |
| FSA Investment Group, LLC | 0.42% | Add +0.3% | 8,766 | $691K |
| Amara Financial, Llc. | 0.48% | Add +23.0% | 8,739 | $689K |
| Elevatus Welath Management | 0.19% | Reduce -1.1% | 8,739 | $689K |
| Bessemer Group Inc. | 0.00% | No change | 8,723 | $687K |
| Alhambra Investment Management LLC | 0.32% | Add +1.5% | 8,644 | $681K |
| Buck Wealth Strategies, LLC | 0.09% | Reduce -12.1% | 8,584 | $677K |
| HCR Wealth Advisors | 0.07% | Add +0.2% | 8,544 | $673K |
| International Private Wealth Advisors LLC | 0.42% | Add +0.1% | 8,480 | $668K |
| Tumwater Wealth Management, LLC | 0.27% | Add +4.8% | 8,421 | $664K |
| Tiemann Investment Advisors, LLC | 0.25% | Reduce -1.2% | 8,318 | $656K |
| SCS Capital Management LLC | 0.01% | No change | 8,260 | $651K |
| Sandy Cove Advisors, LLC | 0.19% | Reduce -23.1% | 8,251 | $650K |
| Shore Point Advisors, LLC | 0.28% | Add +4.2% | 8,248 | $650K |
| Insigneo Advisory Services, LLC | 0.05% | New | 8,133 | $641K |
| Eagle Strategies LLC | 0.08% | Reduce -2.0% | 8,090 | $638K |
| Team Financial Group, LLC | 0.29% | Add +3.1% | 8,076 | $637K |
| Moneco Advisors, LLC | 0.05% | Add +12.0% | 8,050 | $634K |
| Keudell/Morrison Wealth Management | 0.13% | — | 8,023 | $632K |
| Alamar Capital Management, LLC | 0.35% | No change | 7,975 | $629K |
| Guardsman Private Capital Management, Inc. | 0.50% | — | 7,932 | $625K |
| Millennium Management | 0.00% | New | 7,896 | $622K |
| Harfst & Associates, Inc. | 0.11% | New | 7,893 | $622K |
| Minot DeBlois Advisors LLC | 0.55% | Add +8.5% | 7,740 | $610K |
| Maridea Wealth Management LLC | 0.09% | Reduce -2.9% | 7,712 | $608K |
| SRH Advisors, LLC | 0.17% | Reduce -3.8% | 7,695 | $606K |
| RIA Advisory Group LLC | 0.15% | Reduce -9.6% | 7,681 | $605K |
| Burney Co./ | 0.02% | Reduce -17.8% | 7,661 | $604K |
| Legacy Financial Advisors, Inc. | 0.08% | New | 7,634 | $602K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +11.0% | 7,603 | $599K |
| Clearstead Advisors, LLC | 0.01% | Reduce -15.6% | 7,592 | $598K |
| Argus Investors' Counsel, Inc. | 0.48% | No change | 7,586 | $598K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -39.7% | 7,564 | $596K |
| Franklin Resources Inc. | 0.00% | Add +26.2% | 7,553 | $595K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 7,478 | $589K |
| Laurel Oak Wealth Management, LLC | 0.10% | — | 7,426 | $585K |
| Cauble & Harre Wealth Management, Inc. | 0.49% | — | 7,425 | $585K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +3.4% | 7,396 | $583K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -2.4% | 7,369 | $581K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +2.1% | 7,348 | $579K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +50.3% | 7,314 | $576K |
| Montecito Bank & Trust | 0.09% | Reduce -56.4% | 7,313 | $576K |
| Clear Creek Financial Management, LLC | 0.05% | Add +5.2% | 7,306 | $576K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 7,295 | $575K |
| Gibraltar Capital Management, Inc. | 0.10% | Add +0.4% | 7,285 | $574K |
| Fisher Asset Management | 0.00% | Add +71.5% | 7,268 | $573K |
| Brookmont Capital Management | 0.33% | Add +0.3% | 7,172 | $565K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.2% | 7,141 | $563K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -40.6% | 7,140 | $563K |
| Trilogy Capital Inc. | 0.03% | No change | 7,084 | $558K |
| Rothschild Wealth LLC | 0.05% | Reduce -5.8% | 7,055 | $556K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,018 | $553K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +3.4% | 7,016 | $553K |
| Westwood Holdings Group Inc. | 0.00% | Add +2.0% | 6,992 | $551K |
| SpringVest Wealth Management LLC | 0.38% | Reduce -11.2% | 6,975 | $550K |
| Capital Insight Partners, LLC | 0.12% | Reduce -29.1% | 6,974 | $550K |
| Centennial Advisors, LLC | 0.71% | — | 6,971 | $549K |
| Tectonic Advisors LLC | 0.03% | No change | 6,970 | $549K |
| CogentBlue Wealth Advisors, LLC | 0.37% | Reduce -51.8% | 6,949 | $548K |
| McLaughlin Asset Management, Inc. | 0.49% | — | 6,946 | $547K |
| DUTCH ASSET Corp | 0.42% | — | 6,944 | $547K |
| Samalin Investment Counsel, LLC | 0.19% | New | 6,929 | $546K |
| Redwood Investment Management, LLC | 0.06% | Reduce -10.2% | 6,925 | $546K |
| Chatham Capital Group, Inc. | 0.08% | Reduce -0.7% | 6,914 | $545K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,900 | $544K |
| LBMC Investment Advisors, LLC | 0.03% | Reduce -2.4% | 6,875 | $542K |
| Life Planning Partners, Inc | 0.41% | No change | 6,861 | $541K |
| World Equity Group, Inc. | 0.15% | Add +3.2% | 6,857 | $540K |
| Valley Financial Group, Inc. | 0.30% | Reduce -54.0% | 6,812 | $537K |
| Summit Wealth Group, LLC | 0.12% | Reduce -11.4% | 6,768 | $533K |
| Wick Capital Partners, LLC | 0.10% | Reduce -7.7% | 6,757 | $533K |
| Modern Wealth Management, LLC | 0.01% | Add +84.3% | 6,757 | $532K |
| Tortoise Investment Management, LLC | 0.05% | Add +6.1% | 6,744 | $531K |
| FSM Wealth Advisors, LLC | 0.07% | Add +24.7% | 6,730 | $530K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -6.2% | 6,728 | $530K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 6,717 | $529K |
| William John Sempolinski | 0.26% | — | 6,691 | $527K |
| Townsend Financial Planning, LLC | 0.53% | — | 6,680 | $526K |
| Breakwater Investment Management | 0.19% | No change | 6,664 | $525K |
| Hurlow Wealth Management Group, Inc. | 0.13% | New | 6,658 | $525K |
| Integrated Wealth Management | 0.59% | — | 6,629 | $522K |
| Two West Capital Advisors LLC | 0.30% | Add +5.8% | 6,607 | $521K |
| PMG Wealth Management, Inc. | 0.38% | No change | 6,593 | $520K |
| RoundAngle Advisors LLC | 0.38% | Add +6.3% | 6,587 | $519K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -7.4% | 6,547 | $516K |
| James Investment Research, Inc. | 0.06% | Add +6.4% | 6,526 | $514K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.3% | 6,515 | $513K |
| Cary Street Partners Investment Advisory LLC | 0.14% | No change | 6,510 | $513K |
| Wiregrass Investment Management LLC | 0.43% | — | 6,500 | $512K |
| Wealthspire Retirement, LLC | 0.03% | Add +1.7% | 6,422 | $506K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -13.4% | 6,382 | $503K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -1.8% | 6,378 | $503K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.5% | 6,369 | $502K |
| Spinnaker Trust | 0.03% | Add +22.2% | 6,366 | $502K |
| Webster Bank, N. A. | 0.05% | Add +3.2% | 6,346 | $500K |
| Baron Financial Group, LLC | 0.27% | Add +3.5% | 6,277 | $495K |
| Hiley Hunt Wealth Management | 0.22% | Add +0.4% | 6,259 | $493K |
| United Advisor Group, LLC | 0.06% | Reduce -5.0% | 6,223 | $490K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -1.2% | 6,212 | $490K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.16% | Reduce -6.1% | 6,167 | $486K |
| Olde Wealth Management, LLC | 0.15% | Add +0.0% | 6,171 | $486K |
| Reliant Investment Partners, LLC | 0.38% | Reduce -1.3% | 6,155 | $485K |
| Cogent Strategic Wealth LLC | 0.53% | — | 6,150 | $485K |
| Ruedi Wealth Management, Inc. | 0.13% | Reduce -5.8% | 6,129 | $483K |
| VSM Wealth Advisory, LLC | 0.14% | Add +0.0% | 6,124 | $483K |
| Winter & Associates, Inc. | 0.45% | — | 6,123 | $483K |
| Ritholtz Wealth Management | 0.01% | Add +0.1% | 6,115 | $482K |
| Continuum Advisory, LLC | 0.05% | Add +11.5% | 6,107 | $481K |
| Hyundai Investments Co., Ltd. | 0.47% | New | 6,055 | $477K |
| A. D. Beadell Investment Counsel, Inc. | 0.31% | Add +0.1% | 6,060 | $477K |
| NorthStar Asset Management LLC | 0.21% | Add +1.8% | 6,027 | $475K |
| Burling Wealth Partners, LLC | 0.07% | New | 6,020 | $474K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.8% | 6,003 | $473K |
| Advus Financial Partners, LLC | 0.11% | Add +15.2% | 5,984 | $472K |
| Seizert Capital Partners, LLC | 0.02% | Add +1.3% | 5,959 | $470K |
| Midwest Capital Advisors, LLC | 0.22% | Reduce -0.2% | 5,932 | $468K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,925 | $467K |
| Delta Financial Advisors LLC | 0.12% | Reduce -0.0% | 5,913 | $466K |
| FAS Wealth Partners, Inc. | 0.03% | Add +1.1% | 5,912 | $466K |
| Bridgelight Financial Advisors, Inc. | 0.40% | — | 5,901 | $465K |
| Summit Financial, LLC | 0.01% | Reduce -2.2% | 5,895 | $465K |
| Pointe Capital Management LLC | 0.23% | Reduce -5.1% | 5,860 | $462K |
| 2UniFi Bank | 0.22% | Add +10.3% | 5,835 | $460K |
| O'Brien Wealth Partners LLC | 0.06% | New | 5,789 | $456K |
| Shayne & Jacobs, LLC | 0.14% | No change | 5,775 | $455K |
| Reicon Wealth Advisors, LLC | 0.33% | — | 5,750 | $453K |
| Vestia Personal Wealth Advisors | 0.23% | Add +1.7% | 5,753 | $453K |
| Intergy Private Wealth, LLC | 0.14% | Add +3.5% | 5,727 | $451K |
| Legacy Advisory Services, LLC | 0.34% | Add +1.3% | 5,715 | $450K |
| APS Management Group, Inc. | 0.39% | Add +9.8% | 5,713 | $450K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -8.7% | 5,712 | $450K |
| Ignite Planners, LLC | 0.07% | Reduce -2.2% | 5,672 | $448K |
| Cambridge Capital Management, LLC | 0.20% | Add +1.3% | 5,647 | $445K |
| Ballentine Capital Advisors, Inc | 0.19% | Add +3.2% | 5,641 | $445K |
| German American Bancorp, Inc. | 0.04% | No change | 5,623 | $443K |
| Diversify Wealth Management, LLC | 0.02% | New | 5,566 | $439K |
| Potomac Fund Management Inc. | 0.02% | Reduce -0.6% | 5,567 | $439K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -2.8% | 5,552 | $438K |
| Creative Financial Designs Inc. | 0.03% | Reduce -7.1% | 5,523 | $435K |
| Forthright Family Wealth Advisory LLC | 0.27% | Add +5.5% | 5,507 | $434K |
| Kestra Investment Management, LLC | 0.01% | Add +15.3% | 5,501 | $434K |
| Squire Investment Management Company, LLC | 0.13% | Reduce -5.1% | 5,493 | $433K |
| Barnes Wealth Management Group, Inc | 0.23% | Reduce -5.0% | 5,468 | $431K |
| Moors & Cabot, Inc. | 0.02% | Add +0.6% | 5,427 | $428K |
| TBH Global Asset Management, LLC | 0.07% | Add +2.8% | 5,362 | $423K |
| Global Assets Advisory, LLC | 0.12% | Reduce -2.0% | 5,351 | $422K |
| Fiduciary Financial Group, LLC | 0.06% | Add +2.3% | 5,327 | $420K |
| Liberty Wealth Management LLC | 0.05% | Reduce -0.2% | 5,311 | $419K |
| Nova R Wealth, Inc. | 0.15% | New | 5,308 | $418K |
| Mullaney, Keating & Wright, Inc. | 0.22% | New | 5,292 | $417K |
| Total Wealth Planning, LLC | 0.89% | Reduce -22.4% | 5,266 | $415K |
| Wealth Advisory Solutions, LLC | 0.10% | Reduce -15.5% | 5,261 | $415K |
| Mainstream Capital Management LLC | 0.27% | No change | 5,245 | $413K |
| Private Trust Co. NA | 0.04% | Reduce -18.9% | 5,196 | $409K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $409K |
| Hardworking Capital Advisors, LLC | 0.37% | — | 5,185 | $409K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.4% | 5,180 | $409K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +1.3% | 5,178 | $408K |
| Aprio Wealth Management, LLC | 0.02% | Add +20.4% | 5,171 | $407K |
| Alexander Labrunerie & Co., Inc. | 0.15% | No change | 5,170 | $407K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,126 | $404K |
| Nomura Asset Management International Inc. | 0.00% | — | 5,110 | $403K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.7% | 5,108 | $403K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 5,055 | $398K |
| Topsail Wealth Management, LLC | 0.06% | Reduce -2.5% | 5,034 | $397K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,000 | $394K |
| Bar Harbor Wealth Management | 0.02% | New | 4,979 | $392K |
| Aspiriant, LLC | 0.01% | Reduce -13.6% | 4,974 | $392K |
| Range Advisory, LLC | 0.10% | — | 4,960 | $391K |
| Integrity Alliance, Llc. | 0.01% | Reduce -68.6% | 4,954 | $390K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +0.1% | 4,955 | $390K |
| Revisor Wealth Management LLC | 0.10% | Add +20.8% | 4,940 | $389K |
| Mosley Wealth Management | 0.18% | — | 4,933 | $389K |
| Krilogy Financial LLC | 0.01% | Reduce -1.3% | 4,917 | $388K |
| Rialto Wealth Management, LLC | 0.09% | Add +89.4% | 4,903 | $386K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +1.0% | 4,898 | $386K |
| Elmwood Wealth Management, Inc. | 0.12% | Add +10.6% | 4,893 | $386K |
| Matisse Capital | 0.17% | Add +24.0% | 4,845 | $382K |
| Hoge Financial Services, LLC | 0.21% | Add +39.7% | 4,840 | $381K |
| Livet Wealth, LLC | 0.23% | — | 4,819 | $380K |
| Meadowbrook Advisors Group, LLC | 0.21% | — | 4,797 | $378K |
| Simplicity Wealth,LLC | 0.02% | Reduce -70.6% | 4,770 | $376K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -8.2% | 4,764 | $375K |
| Independent Advisor Alliance | 0.01% | Add +87.0% | 4,751 | $374K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.1% | 4,749 | $374K |
| Donalies Financial Planning, LLC | 0.32% | — | 4,744 | $374K |
| SeaBridge Investment Advisors LLC | 0.06% | Add +0.2% | 4,728 | $373K |
| Wynn Capital, LLC | 0.18% | No change | 4,700 | $370K |
| Claris Financial LLC | 0.20% | Reduce -42.5% | 4,682 | $369K |
| Forefront Wealth Partners, LLC | 0.17% | Add +23.9% | 4,667 | $368K |
| Financial & Tax Architects, LLC | 0.08% | Add +0.4% | 4,615 | $364K |
| S.A. Mason LLC | 0.14% | No change | 4,600 | $363K |
| Miller Capital Partners, Inc. | 0.18% | — | 4,595 | $362K |
| Vance Wealth, LLC | 0.11% | Add +1.7% | 4,542 | $358K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +37.0% | 4,541 | $358K |
| Dravo Bay LLC | 0.15% | Add +9.4% | 4,538 | $358K |
| Pacific Point Advisors, LLC | 0.19% | No change | 4,537 | $358K |
| Keener Financial Planning LLC | 0.15% | Add +230.7% | 4,541 | $357K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -3.0% | 4,525 | $357K |
| Twin City Private Wealth, LLC | 0.27% | Reduce -5.7% | 4,513 | $356K |
| Davis R M Inc. | 0.01% | No change | 4,500 | $355K |
| 55 North Private Wealth, LLC | 0.09% | — | 4,500 | $355K |
| First International Bank of Israel Ltd. | 0.17% | Add +3.4% | 4,450 | $351K |
| Element Pointe Advisors, LLC | 0.07% | No change | 4,441 | $350K |
| Clientfirst Wealth Management, LLC | 0.28% | Reduce -31.1% | 4,437 | $350K |
| Capital Advisors Inc. | 0.01% | Add +0.3% | 4,437 | $350K |
| Richardson Financial Services Inc. | 0.11% | Add +6.5% | 2,954 | $349K |
| Midwest Trust Co | 0.00% | Add +4.3% | 4,422 | $348K |
| Private Management Group Inc. | 0.01% | No change | 4,420 | $348K |
| Running Point Capital Advisors, LLC | 0.09% | No change | 4,419 | $348K |
| Washington Trust Bank | 0.02% | Reduce -15.2% | 4,367 | $344K |
| Raleigh Capital Management Inc. | 0.12% | Reduce -0.2% | 4,366 | $344K |
| Maia Wealth LLC | 0.06% | Reduce -61.6% | 4,344 | $343K |
| Investment Advisory Group, LLC | 0.09% | Add +0.4% | 4,352 | $343K |
| LJI Wealth Management, LLC | 0.05% | New | 4,333 | $341K |
| SVB Wealth LLC | 0.02% | No change | 4,322 | $341K |
| Bison Wealth, LLC | 0.04% | Reduce -58.4% | 4,355 | $340K |
| Chemistry Wealth Management LLC | 0.06% | No change | 4,304 | $339K |
| Fund Evaluation Group, LLC | 0.01% | Add +24.7% | 4,274 | $337K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | Add +0.6% | 4,240 | $334K |
| Nabity-Jensen Investment Management Inc | 0.23% | No change | 4,238 | $334K |
| Anchor Investment Management, LLC | 0.03% | Add +0.1% | 4,228 | $333K |
| Biltmore Family Office, LLC | 0.05% | Reduce -0.4% | 4,216 | $332K |
| LVW Advisors, LLC | 0.03% | New | 4,212 | $332K |
| Frontier Asset Management, LLC | 0.08% | Add +0.6% | 4,212 | $332K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -5.0% | 4,210 | $332K |
| Shepherd Street Advisors LLC | 0.32% | — | 4,189 | $330K |
| Cardinal Point Capital Management ULC | 0.02% | New | 4,187 | $330K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -43.6% | 4,181 | $330K |
| Connors Investor Services Inc. | 0.03% | Add +39.0% | 4,179 | $329K |
| Centaurus Financial, Inc. | 0.01% | Reduce -40.6% | 4,170 | $329K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 4,134 | $326K |
| FSA Advisors, Inc. | 0.23% | Reduce -57.6% | 4,119 | $325K |
| Legacy PCG, LLC | 0.20% | Reduce -0.7% | 4,102 | $323K |
| Vines Capital Management, LLC | 0.31% | — | 4,100 | $323K |
| Quantinno Capital Management LP | 0.00% | Reduce -66.4% | 4,088 | $322K |
| American Trust | 0.03% | Add +7.3% | 4,057 | $320K |
| V2 Financial group LLC | 0.16% | Reduce -0.9% | 4,055 | $320K |
| GeoWealth Management, LLC | 0.01% | Reduce -42.6% | 4,053 | $319K |
| Madden Advisory Services, Inc. | 0.13% | Add +8.8% | 4,037 | $318K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +17.7% | 4,017 | $317K |
| Hanover Advisors Inc. | 0.12% | Reduce -0.5% | 4,013 | $316K |
| Keb Asset Management, LLC | 0.06% | Reduce -2.5% | 4,005 | $316K |
| Davidson Investment Advisors | 0.01% | New | 4,000 | $315K |
| Coastwise Capital Group, LLC | 0.16% | Add +3.8% | 3,988 | $314K |
| Sovran Advisors, LLC | 0.03% | Reduce -85.9% | 3,961 | $312K |
| Blue Chip Partners, LLC | 0.02% | Add +21.6% | 3,941 | $311K |
| Monument Group Wealth Advisors, LLC | 0.17% | No change | 3,923 | $309K |
| J.M. Arbour, LLC | 0.31% | — | 3,919 | $309K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Add +2.0% | 3,897 | $307K |
| Silver Grove Financial Group, Inc. | 0.27% | Reduce -0.3% | 3,895 | $307K |
| Beckerman Institutional, LLC | 0.17% | No change | 3,891 | $307K |
| Simmons Bank | 0.02% | Reduce -29.4% | 3,887 | $306K |
| Altar Rock LLC | 0.37% | — | 3,883 | $306K |
| Cascade Investment Advisors, Inc. | 0.18% | Add +11.5% | 3,880 | $306K |
| Balentine LLC | 0.01% | Add +2.7% | 3,868 | $305K |
| Penney Financial, LLC | 0.12% | No change | 3,866 | $305K |
| Money Concepts Capital Corp. | 0.02% | Reduce -1.6% | 3,863 | $304K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | No change | 3,855 | $304K |
| Envision Financial Planning, LLC | 0.11% | Reduce -84.5% | 3,849 | $303K |
| Sonoma Private Wealth LLC | 0.36% | Add +3.5% | 3,828 | $302K |
| Nautilus Advisors LLC | 0.20% | No change | 3,800 | $299K |
| 21 West Wealth Management LLC | 0.27% | New | 3,784 | $298K |
| EnRich Financial Partners LLC | 0.08% | Add +14.4% | 3,777 | $298K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.3% | 3,774 | $297K |
| MidFirst Bank | 0.02% | — | 3,750 | $296K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 3,733 | $294K |
| Davis Wealth Advisors, LLC | 0.24% | Add +0.8% | 3,731 | $294K |
| Verde Capital Management | 0.06% | Add +30.9% | 3,728 | $294K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -3.3% | 3,704 | $292K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 3,689 | $291K |
| Warner Financial, Inc. | 0.10% | New | 3,648 | $288K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,651 | $288K |
| SilverOak Wealth Management LLC | 0.04% | New | 3,643 | $287K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -30.4% | 3,638 | $287K |
| Lockerman Financial Group, Inc. | 0.55% | Reduce -11.0% | 3,636 | $287K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +1.9% | 3,619 | $285K |
| Milestone Investment Advisors LLC | 0.07% | Add +6.7% | 3,606 | $284K |
| Security National Bank | 0.04% | No change | 3,602 | $284K |
| Maxele Advisors, LLC | 0.23% | No change | 3,600 | $284K |
| Brookwood Investment Group LLC | 0.03% | Reduce -53.2% | 3,598 | $284K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 3,583 | $282K |
| Wingate Wealth Advisors, Inc. | 0.16% | Reduce -6.8% | 3,577 | $282K |
| Colter Lewis Investment Partners LLC | 0.32% | — | 3,550 | $280K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +6.0% | 3,548 | $280K |
| Radnor Capital Management, LLC | 0.04% | Reduce -44.1% | 3,547 | $280K |
| Gateway Wealth Partners, LLC | 0.03% | New | 3,541 | $279K |
| Watchman Group, Inc. | 0.07% | No change | 3,527 | $278K |
| Wesbanco Bank Inc. | 0.01% | Add +23.9% | 3,519 | $277K |
| American Capital Advisory, LLC | 0.12% | No change | 3,505 | $276K |
| Kelly Financial Services LLC | 0.07% | Reduce -7.6% | 3,494 | $275K |
| Retirement Guys Formula LLC | 0.13% | Reduce -1.3% | 3,504 | $275K |
| Churchill Financial Advisors, LLC | 0.08% | — | 3,460 | $273K |
| Prospera Capital Management, LLC | 0.14% | Reduce -4.2% | 3,459 | $273K |
| XY Planning Network, Inc. | 0.05% | Add +33.2% | 3,417 | $269K |
| Vantage Financial Partners, LLC | 0.05% | Add +1.3% | 3,416 | $269K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -44.0% | 3,405 | $268K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $267K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -7.7% | 3,375 | $266K |
| E&G Advisors, LLC | 0.06% | No change | 3,370 | $266K |
| Opal Capital LLC | 0.07% | — | 4,518 | $266K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -17.2% | 3,369 | $265K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -85.6% | 3,364 | $265K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -3.9% | 3,338 | $263K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +26.7% | 3,340 | $263K |
| DecisionMap Wealth Management, LLC | 0.16% | New | 3,311 | $261K |
| Elgethun Capital Management | 0.05% | No change | 3,310 | $261K |
| Diversified Trust Co. | 0.00% | New | 3,305 | $260K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 3,302 | $260K |
| Strategic Blueprint, LLC | 0.02% | Reduce -11.1% | 3,288 | $259K |
| Guardian Asset Advisors, LLC | 0.13% | New | 3,273 | $258K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,268 | $258K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Add +3.6% | 3,261 | $257K |
| CDKV Holdings LLC | 0.21% | — | 3,261 | $257K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,234 | $255K |
| Aufman Associates Inc | 0.13% | New | 3,215 | $253K |
| Genesis Private Wealth, LLC | 0.08% | Add +11.2% | 3,204 | $252K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -3.7% | 3,189 | $251K |
| Fort Point Capital Partners LLC | 0.03% | No change | 3,183 | $251K |
| Tenon Financial LLC | 0.10% | Add +1.3% | 3,158 | $249K |
| Keystone Financial Group, Inc. | 0.13% | Reduce -7.0% | 3,157 | $249K |
| BNC Wealth Management, LLC | 0.06% | Add +9.5% | 3,146 | $248K |
| Comprehensive Money Management Services LLC | 0.17% | No change | 3,140 | $247K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 3,123 | $246K |
| Red Tortoise LLC | 0.11% | Add +1.2% | 3,117 | $246K |
| Sequent Planning LLC | 0.06% | New | 3,112 | $245K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +2.2% | 3,108 | $245K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +0.3% | 3,104 | $245K |
| Facet Wealth, Inc. | 0.00% | New | 3,100 | $244K |
| SBI Securities Co., Ltd. | 0.01% | Add +9.3% | 3,070 | $242K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -12.2% | 3,070 | $242K |
| CWS Financial Advisors, LLC | 0.07% | New | 3,063 | $241K |
| Triumph Capital Management | 0.05% | New | 3,060 | $241K |
| Invictus Private Wealth, LLC | 0.01% | Reduce -3.7% | 3,055 | $241K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -7.7% | 3,017 | $238K |
| Montz Harcus Wealth Management LLC | 0.10% | Reduce -0.3% | 3,007 | $237K |
| Meritas Wealth Management, LLC | 0.11% | Add +2.2% | 2,996 | $236K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +1.3% | 2,975 | $234K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -1.0% | 2,957 | $233K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $232K |
| Vannoy Advisory Group, Inc. | 0.15% | New | 2,913 | $230K |
| Towerpoint Wealth, LLC | 0.09% | New | 2,911 | $229K |
| Wolff Financial Management LLC | 0.05% | Add +0.9% | 2,901 | $229K |
| Axis Wealth Partners, LLC | 0.13% | New | 2,898 | $228K |
| Windsor Capital Management, LLC | 0.07% | Add +0.0% | 2,895 | $228K |
| NCM Capital Management, LLC | 0.08% | Reduce -0.9% | 2,893 | $228K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,884 | $227K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -37.6% | 2,863 | $226K |
| Wincap Financial LLC | 0.15% | Reduce -6.2% | 2,839 | $224K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.2% | 2,821 | $222K |
| McNamara Financial Services, Inc. | 0.04% | Add +1.2% | 2,818 | $222K |
| Howe & Rusling Inc. | 0.01% | Add +1.4% | 2,813 | $222K |
| Drive Wealth Management, LLC | 0.04% | Reduce -0.5% | 2,812 | $222K |
| KRM Wealth Management L.L.C. | 0.12% | — | 2,790 | $220K |
| Smith Partners Wealth Management, LLC | 0.20% | — | 2,757 | $217K |
| Sterling Wealth Management, Inc. | 0.06% | Reduce -0.6% | 2,748 | $217K |
| Smith Thornton Advisors LLC | 0.11% | No change | 2,728 | $215K |
| Essex Bank | 0.05% | No change | 2,708 | $213K |
| Atlas Wealth Partners, LLC | 0.23% | Reduce -0.9% | 2,686 | $212K |
| Peoples Bank | 0.13% | No change | 2,685 | $212K |
| American Money Management, LLC | 0.03% | Reduce -2.9% | 2,675 | $211K |
| JB Capital LLC | 0.01% | New | 2,671 | $210K |
| OLIO Financial Planning | 0.06% | Reduce -38.3% | 2,665 | $210K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | Reduce -36.7% | 2,660 | $210K |
| National Wealth Management Group, LLC | 0.07% | New | 2,656 | $209K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,655 | $209K |
| Inspirion Wealth Advisors, LLC | 0.03% | Reduce -56.1% | 2,644 | $208K |
| Opinicus Capital, Inc. | 0.15% | New | 2,641 | $208K |
| Granite FO LLC | 0.11% | No change | 2,628 | $207K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 2,609 | $206K |
| Libra Wealth LLC | 0.06% | New | 2,609 | $206K |
| Braun-Bostich & Associates Inc. | 0.13% | New | 2,604 | $205K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -5.0% | 2,603 | $205K |
| Nicolet Advisory Services, LLC | 0.01% | Add +0.2% | 2,599 | $205K |
| Community Bank, N.A. | 0.02% | Add +92.3% | 2,596 | $205K |
| Brooks, Moore & Associates, Inc. | 0.10% | New | 2,595 | $205K |
| Arcadia Wealth Management, Inc. | 0.12% | No change | 2,584 | $204K |
| Kera Capital Partners, Inc. | 0.03% | New | 2,578 | $203K |
| Capital City Trust Co. | 0.05% | No change | 2,578 | $203K |
| FDx Advisors, Inc. | 0.10% | Reduce -2.1% | 2,561 | $202K |
| McMill Wealth Management | 0.06% | Reduce -71.4% | 2,561 | $202K |
| Keebeck Wealth Management | 0.02% | Add +0.1% | 2,556 | $202K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -17.4% | 2,553 | $201K |
| Trustmark Bank Trust Department | 0.01% | New | 2,553 | $201K |
| Triad Wealth Partners, LLC | 0.02% | New | 2,552 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $197K |
| Murphy & Mullick Capital Management Corp | 0.14% | Reduce -2.1% | 2,489 | $196K |
| Lummis Asset Management, LP | 0.12% | No change | 2,460 | $194K |
| Pinney & Scofield, Inc. | 0.11% | Add +37.6% | 2,355 | $186K |
| ORG Partners LLC | 0.03% | Add +8.8% | 2,307 | $182K |
| Ares Financial Consulting, LLC | 0.17% | — | 2,300 | $181K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -3.1% | 2,250 | $177K |
| Cape Investment Advisory, Inc. | 0.05% | Add +38.5% | 2,237 | $176K |
| ESL Trust Services, LLC | 0.03% | No change | 2,235 | $176K |
| Pioneer Family Office, LLC | 0.12% | — | 2,202 | $174K |
| Richards, Merrill & Peterson, Inc. | 0.06% | New | 2,120 | $167K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 2,056 | $162K |
| Kingdom Financial Group LLC. | 0.05% | New | 2,035 | $160K |
| Lloyd Advisory Services, LLC. | 0.06% | New | 1,925 | $152K |
| Rossmore Private Capital | 0.01% | Add +0.3% | 1,917 | $151K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,890 | $150K |
| Beacon Financial Strategies CORP | 0.08% | New | 1,888 | $149K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,832 | $144K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,825 | $142K |
| Hills Bank & Trust Co | 0.01% | Reduce -5.5% | 1,777 | $140K |
| WPG Advisers, LLC | 0.10% | No change | 1,764 | $139K |
| Legacy Wealth Managment, LLC | 0.07% | New | 1,744 | $137K |
| Ameriflex Group, Inc. | 0.07% | Add +100.0% | 1,656 | $131K |
| Addison Advisors LLC | 0.03% | New | 1,652 | $130K |
| Coastline Trust Co | 0.01% | Add +2.9% | 1,650 | $130K |
| Kelleher Financial Advisors | 0.03% | Add +316.3% | 1,632 | $129K |
| Chapman Financial Group, LLC | 0.09% | Reduce -35.2% | 1,600 | $126K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,530 | $121K |
| MidAtlantic Capital Management, Inc. | 0.08% | New | 1,506 | $119K |
| Tower View Wealth Management LLC | 0.06% | Add +1.3% | 1,501 | $118K |
| Morse Asset Management, Inc | 0.02% | New | 1,500 | $118K |
| Curio Wealth, LLC | 0.04% | No change | 1,442 | $114K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1567.4% | 1,434 | $113K |
| Gilpin Wealth Management, LLC | 0.09% | — | 1,430 | $113K |
| Pacifica Partners Inc. | 0.05% | No change | 1,292 | $102K |
| Optima Capital LLC | 0.04% | New | 1,277 | $101K |
| Colonial Trust Co / SC | 0.01% | No change | 1,262 | $99K |
| Elevation Wealth Partners, LLC | 0.03% | Add +52.1% | 1,249 | $98K |
| Clayton Financial Group LLC | 0.05% | New | 1,229 | $97K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -24.6% | 1,175 | $93K |
| Global Trust Asset Management, LLC | 0.04% | New | 1,147 | $90K |
| WealthShield Partners, LLC | 0.01% | Reduce -7.6% | 1,145 | $90K |
| Front Row Advisors LLC | 0.03% | No change | 1,132 | $89K |
| Millstone Evans Group, LLC | 0.05% | Add +26.1% | 1,121 | $88K |
| JNBA Financial Advisors | 0.01% | Reduce -18.6% | 1,115 | $88K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 1,085 | $86K |
| Robinson Value Management, Ltd. | 0.05% | No change | 1,066 | $84K |
| Clean Yield Group | 0.02% | Reduce -10.5% | 1,064 | $84K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,060 | $84K |
| Align Financial, LLC | 0.05% | — | 83,460 | $83K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -2.6% | 1,044 | $82K |
| Caitlin John, LLC | 0.05% | No change | 1,044 | $82K |
| WealthCollab, LLC | 0.03% | 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% | No change | 993 | $78K |
| Sachetta, LLC | 0.04% | Add +7.0% | 972 | $77K |
| Ironwood Wealth Management, LLC. | 0.02% | New | 968 | $76K |
| Hanson & Doremus Investment Management | 0.01% | Add +3.6% | 969 | $76K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +3.9% | 953 | $75K |
| LM Advisors LLC | 0.29% | Reduce -92.1% | 5,886 | $75K |
| First Pacific Financial | 0.01% | Reduce -3.5% | 938 | $74K |
| Birchwood Financial Partners, Inc. | 0.07% | — | 900 | $71K |
| DecisionPoint Financial, LLC | 0.02% | Add +69.7% | 891 | $70K |
| Aventura Private Wealth, LLC | 0.03% | Reduce -19.3% | 888 | $70K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 870 | $69K |
| Bayban | 0.06% | — | 868 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -0.1% | 847 | $67K |
| Laurel Wealth Advisors LLC | 0.01% | New | 831 | $65K |
| AlphaCore Capital LLC | 0.00% | Add +26433.3% | 796 | $63K |
| Evolution Wealth Management Inc. | 0.05% | Add +7.0% | 768 | $61K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 756 | $60K |
| Key Financial Inc | 0.01% | Add +122.8% | 753 | $59K |
| Creative Capital Management Investments LLC | 0.02% | No change | 737 | $58K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $56K |
| Pacific Center for Financial Services | 0.01% | No change | 679 | $54K |
| Crewe Advisors LLC | 0.00% | Reduce -5.3% | 679 | $54K |
| Ankerstar Wealth, LLC | 0.05% | — | 667 | $53K |
| CENTRAL TRUST Co | 0.00% | Add +138.3% | 634 | $50K |
| Wellington Grp LLC | 0.02% | — | 628 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 621 | $49K |
| Orion Capital Management LLC | 0.02% | Reduce -0.2% | 610 | $48K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +1.2% | 594 | $47K |
| Cedar Wealth Management, LLC | 0.01% | No change | 582 | $46K |
| Delos Wealth Advisors, LLC | 0.03% | No change | 551 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +3.6% | 524 | $41K |
| Y.D. More Investments Ltd | 0.00% | No change | 508 | $40K |
| Trust Co. of Toledo NA | 0.00% | No change | 497 | $39K |
| Horrell Capital Management, Inc. | 0.02% | Reduce -23.6% | 485 | $38K |
| Atlas Capital Advisors Inc. | 0.00% | — | 467 | $37K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +386.5% | 467 | $37K |
| Stephens Consulting, LLC | 0.01% | No change | 460 | $36K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 442 | $35K |
| 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 |
| Signature Equity Partners, LLC | 0.02% | — | 424 | $33K |
| Manchester Capital Management LLC | 0.00% | Add +152.4% | 419 | $33K |
| CX Institutional | 0.00% | Reduce -33.0% | 419 | $33K |
| Affinity Wealth LLC | 0.02% | No change | 410 | $32K |
| Timmons Wealth Management, LLC | 0.03% | — | 405 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 397 | $31K |
| Hamrick Investment Counsel, llc | 0.02% | — | 394 | $31K |
| Blueline Advisors LLC | 0.03% | — | 392 | $31K |
| Birchbrook, Inc. | 0.02% | No change | 390 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 390 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 389 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 388 | $31K |
| Colonial Trust Advisors | 0.00% | New | 375 | $30K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 373 | $29K |
| Winthrop Capital Management, LLC | 0.01% | No change | 347 | $27K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 335 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 327 | $26K |
| Bank of New Hampshire | 0.01% | Reduce -60.3% | 320 | $25K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 318 | $25K |
| Transce3nd, LLC | 0.18% | No change | 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% | Reduce -6.9% | 256 | $20K |
| Clark Wealth Partners | 0.01% | No change | 250 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $19K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 236 | $19K |
| Capital Investment Counsel, Inc | 0.00% | New | 235 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 225 | $18K |
| Country Trust Bank | 0.00% | New | 212 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 205 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | Add +2177.8% | 205 | $16K |
| Prudent Man Investment Management, Inc. | 0.01% | Reduce -97.2% | 204 | $16K |
| HM Payson & Co. | 0.00% | Add +44.7% | 191 | $15K |
| Copia Wealth Management | 0.01% | No change | 190 | $15K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | — | 189 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 188 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -3.6% | 185 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 182 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -80.9% | 176 | $14K |
| Costello Asset Management, INC | 0.00% | Add +1.8% | 169 | $13K |
| Sofi Wealth, LLC | 0.00% | Reduce -1.2% | 166 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 155 | $12K |
| Chesapeake Asset Management LLC | 0.01% | Add +13.2% | 154 | $12K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.3% | 151 | $12K |
| Longview Financial Advisors LLC | 0.01% | No change | 150 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 144 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +1.5% | 138 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Covestor Ltd | 0.01% | Add +2.5% | 121 | $10K |
| Tsfg, LLC | 0.00% | Add +0.8% | 131 | $10K |
| Modus Advisors, LLC | 0.00% | New | 120 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 113 | $9K |
| Bangor Savings Bank | 0.00% | No change | 112 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 103 | $8K |
| Advocate Investing Services LLC | 0.01% | — | 103 | $8K |
| Clearstead Trust, LLC | 0.00% | Reduce -76.3% | 93 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 95 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -91.9% | 86 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 81 | $6K |
| Garner Asset Management Corp | 0.00% | New | 80 | $6K |
| Concord Wealth Partners | 0.00% | Add +1.3% | 76 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +173.1% | 71 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $6K |
| Pflug Koory, LLC | 0.00% | Add +1.5% | 66 | $5K |
| Signaturefd, LLC | 0.00% | No change | 62 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 53 | $4K |
| 4Thought Financial Group Inc. | 0.00% | Add +26.8% | 52 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -7.4% | 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 |
| Strategic Advocates LLC | 0.00% | New | 37 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 31 | $2K |
| Winnacle Wealth LLC | 0.00% | New | 29 | $2K |
| RHL Group, LLC | 0.00% | — | 28 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 27 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.5% | 146 | $2K |
| Richardson Capital Management LLC | 0.00% | New | 17 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 15 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -17.6% | 14 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -67.2% | 22 | $1K |
| First Financial Corp. | 0.00% | No change | 11 | $867 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $709 |
| Graney & King, LLC | 0.00% | No change | 9 | $702 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 6 | $474 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 6 | $473 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $122 |
| SWAN Capital LLC | 0.00% | No change | 1 | $89 |
| Trust Co | 0.00% | New | 1 | $79 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $79 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $52 |
| 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.