Vanguard Short-Term Bond ETFBSVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,346 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 23 from Q4 2025. 96 opened new positions and 76 sold out. The largest holders were Mercer Global Advisors Inc. ($3.6B), Creative Planning ($2.9B) and JPMorgan Chase & Co. ($2.6B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $107.7M |
| Exits | 76 | $172.7M |
All 13F filers, Q4 2025 → Q1 2026: 44,182,043 shares bought and 19,589,866 shares sold, net +24,592,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,346 holders
| Mercer Global Advisors Inc. | 5.27% | Add +9.6% | 45,430,446 | $3.6B |
| Creative Planning | 1.99% | Add +43.2% | 37,384,791 | $2.9B |
| JPMorgan Chase & Co. | 0.18% | Add +2.7% | 33,221,965 | $2.6B |
| Envestnet Asset Management Inc. | 0.66% | Add +28.6% | 31,520,462 | $2.5B |
| Morgan Stanley | 0.12% | Reduce -20.1% | 24,398,046 | $1.9B |
| Empower Advisory Group, LLC | 4.59% | Add +7.5% | 22,545,470 | $1.8B |
| Goldman Sachs Group Inc. | 0.20% | Add +6.3% | 19,710,804 | $1.5B |
| Allworth Financial LP | 5.59% | Reduce -10.7% | 17,525,641 | $1.4B |
| Bank of America Corp. | 0.07% | Add +29.1% | 12,644,333 | $991.4M |
| Northern Trust Corp. | 0.12% | Add +1.5% | 11,574,338 | $907.5M |
| Truepoint, Inc. | 12.62% | Add +3.4% | 7,217,987 | $566.0M |
| LPL Financial LLC | 0.15% | Add +4.3% | 7,122,050 | $558.4M |
| Captrust Financial Advisors | 0.88% | Add +2.3% | 6,435,212 | $504.6M |
| Wells Fargo & Company | 0.10% | Add +1.5% | 6,107,968 | $478.9M |
| Lincoln National Corp. | 8.86% | Add +1.3% | 3,904,033 | $306.1M |
| Raymond James Financial Inc. | 0.09% | Add +7.2% | 3,901,473 | $305.9M |
| UBS Group AG | 0.05% | Add +8.3% | 3,880,195 | $304.2M |
| Corient Private Wealth LP | 0.40% | Add +10.5% | 3,615,309 | $282.4M |
| Royal Bank of Canada | 0.05% | Add +5.7% | 3,461,252 | $271.4M |
| Cerity Partners LLC | 0.38% | Add +3.3% | 3,401,273 | $266.7M |
| Sequoia Financial Advisors, LLC | 1.49% | Add +15.4% | 3,378,481 | $264.9M |
| Bank of New York Mellon Corp | 0.04% | Add +4.9% | 2,896,476 | $227.1M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -1.7% | 2,847,873 | $223.3M |
| Cetera Investment Advisers | 0.21% | Add +10.1% | 2,562,512 | $200.9M |
| True Link Financial Advisors, LLC | 12.02% | Add +3.9% | 2,482,487 | $194.7M |
| Purpose Unlimited Inc. | 7.46% | Add +61.8% | 2,281,126 | $178.9M |
| MetLife Investment Management, LLC | 0.91% | Reduce -2.6% | 2,274,500 | $178.3M |
| Focus Partners Wealth | 0.19% | Add +3.3% | 2,136,503 | $167.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.0% | 2,052,704 | $161.0M |
| Wit, LLC | 2.97% | Add +78.9% | 2,007,422 | $157.4M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -30.6% | 1,922,954 | $150.7M |
| Truist Financial Corp. | 0.20% | Reduce -9.2% | 1,876,808 | $147.2M |
| Jones Financial Companies LLLP | 0.07% | Add +19.9% | 1,832,755 | $143.2M |
| Osaic Holdings, Inc. | 0.21% | Add +8.8% | 1,822,593 | $142.9M |
| Apella Capital, LLC | 1.93% | Reduce -0.3% | 1,655,982 | $130.1M |
| Valmark Advisers, Inc. | 1.50% | Add +4.9% | 1,610,639 | $126.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +6.3% | 1,605,463 | $125.9M |
| Fifth Third Bancorp | 0.23% | Add +80.6% | 1,590,842 | $124.7M |
| National Philanthropic Trust | 1.29% | Add +86.9% | 1,539,713 | $120.7M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +8.8% | 1,419,468 | $111.3M |
| RW Investment Management LLC | 10.15% | — | 1,337,847 | $104.9M |
| &partners | 0.50% | Add +12.6% | 1,296,496 | $101.8M |
| Smithfield Trust Co | 4.29% | Reduce -0.9% | 1,257,104 | $98.5M |
| DAVENPORT & Co LLC | 0.54% | Add +7.6% | 1,247,485 | $97.8M |
| Ameriprise Financial Inc. | 0.02% | Add +5.5% | 1,244,775 | $97.8M |
| Beacon Pointe Advisors, LLC | 0.51% | Add +4.4% | 1,227,073 | $96.2M |
| RS Crum Inc. | 18.08% | Add +6.5% | 1,192,235 | $93.5M |
| Freestone Capital Holdings, LLC | 2.81% | Add +17.6% | 1,178,149 | $92.4M |
| World Investment Advisors | 1.47% | Add +6.0% | 1,165,049 | $91.4M |
| D.A. Davidson & Co. | 0.50% | Add +6.1% | 1,059,778 | $83.1M |
| Exchange Traded Concepts, LLC | 0.63% | Add +3.6% | 1,051,293 | $82.4M |
| Janney Montgomery Scott LLC | 0.20% | Add +11.0% | 1,047,720 | $82.2M |
| Peapack Gladstone Financial Corp. | 1.03% | Reduce -0.1% | 1,030,165 | $80.8M |
| Martel Wealth Advisors LLC | 12.52% | Add +6.1% | 938,279 | $73.6M |
| Envestnet Portfolio Solutions, Inc. | 0.38% | Reduce -80.2% | 883,412 | $69.3M |
| First Merchants Corp. | 2.64% | Add +9.2% | 883,399 | $69.3M |
| Integris Wealth Management, LLC | 15.37% | Add +4.5% | 852,779 | $66.9M |
| HighTower Advisors, LLC | 0.07% | Add +0.1% | 845,989 | $66.3M |
| Windward Private Wealth Management Inc. | 22.85% | Add +2.5% | 843,187 | $66.1M |
| Stifel Financial Corp. | 0.06% | Reduce -1.3% | 840,618 | $65.9M |
| Gemmer Asset Management LLC | 5.08% | Add +10.1% | 820,442 | $64.3M |
| MML Investors Services, LLC | 0.18% | Reduce -5.7% | 820,049 | $64.3M |
| Petersen Hastings Wealth Advisors Inc. | 5.75% | Add +6.7% | 800,052 | $62.7M |
| Vanguard Advisers Inc. | 0.24% | — | 788,554 | $61.8M |
| Capital Analysts, LLC | 1.57% | Add +6.5% | 760,204 | $59.6M |
| Savant Capital, LLC | 0.28% | Add +40.5% | 751,045 | $58.9M |
| Focus Partners Advisor Solutions, LLC | 0.59% | Add +182.8% | 744,552 | $58.4M |
| Prime Capital Investment Advisors, LLC | 0.66% | Add +0.5% | 725,647 | $56.9M |
| Charter Oak Capital Management, LLC | 4.29% | Reduce -9.8% | 705,781 | $55.3M |
| TD Capital Management LLC | 4.90% | Reduce -1.9% | 694,812 | $54.5M |
| Composition Wealth, LLC | 0.74% | Add +0.9% | 684,544 | $53.7M |
| Trajan Wealth LLC | 2.17% | Add +9.9% | 684,435 | $53.7M |
| Efficient Advisors, LLC | 3.56% | Reduce -17.0% | 639,290 | $50.1M |
| Vestmark Advisory Solutions, Inc. | 0.55% | Add +3.3% | 633,874 | $49.7M |
| Arbor Investment Advisors, LLC | 6.42% | Add +2.3% | 628,847 | $49.3M |
| Betterment LLC | 0.09% | Add +2.3% | 628,308 | $49.3M |
| Symmetry Partners, LLC | 2.78% | Reduce -0.2% | 620,410 | $48.6M |
| International City Management Association Retirement Corp | 24.08% | No change | 599,500 | $47.0M |
| Farther Finance Advisors, LLC | 0.43% | Add +22.9% | 588,387 | $46.0M |
| EverSource Wealth Advisors, LLC | 1.35% | Add +62.6% | 564,718 | $44.3M |
| Presilium Private Wealth, LLC | 7.60% | Add +4.9% | 550,056 | $43.1M |
| Annandale Capital, LLC | 7.05% | Add +1.7% | 547,601 | $42.9M |
| Tobias Financial Advisors, Inc. | 5.93% | Add +7.5% | 543,467 | $42.6M |
| Baird Financial Group, Inc. | 0.06% | Add +14.0% | 517,565 | $40.6M |
| Clark Asset Management, LLC | 3.81% | Add +10.5% | 517,528 | $40.6M |
| Old Peak Finance LLC | 23.14% | Add +4.9% | 505,452 | $39.6M |
| Partners in Financial Planning | 6.21% | Add +2.6% | 477,374 | $37.4M |
| Orion Porfolio Solutions, LLC | 0.32% | Add +16.4% | 476,098 | $37.3M |
| Mariner, LLC | 0.04% | Add +9.1% | 462,288 | $36.2M |
| Wealthquest Corp | 2.53% | Add +4.1% | 455,014 | $35.7M |
| Human Investing LLC | 5.13% | Reduce -4.2% | 449,426 | $35.2M |
| Savvy Advisors, Inc. | 0.93% | Add +11.2% | 440,801 | $34.6M |
| Voya Financial Advisors, Inc. | 3.40% | Add +8.4% | 436,375 | $34.1M |
| PDS Planning, Inc | 2.23% | Add +5.2% | 432,009 | $33.9M |
| NewEdge Advisors, LLC | 0.12% | Reduce -2.6% | 424,838 | $33.3M |
| Berkshire Money Management, Inc. | 3.39% | Add +3.6% | 421,566 | $33.1M |
| CreativeOne Wealth, LLC | 0.77% | Reduce -0.8% | 421,109 | $33.0M |
| Cullen/Frost Bankers, Inc. | 0.37% | Reduce -7.8% | 412,409 | $32.3M |
| Barr E S & Co. | 1.86% | Reduce -4.0% | 407,575 | $32.0M |
| Park Avenue Securities LLC | 0.24% | Add +9.1% | 396,953 | $31.1M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 386,215 | $30.3M |
| Ancora Advisors LLC | 0.64% | Reduce -7.6% | 381,909 | $29.9M |
| Sage Financial Management Group, Inc. | 9.10% | Add +6.3% | 377,685 | $29.6M |
| Associated Banc-Corp | 0.78% | Add +10.6% | 377,154 | $29.6M |
| Avior Wealth Management, LLC | 0.84% | Add +3.1% | 376,993 | $29.6M |
| Principal Financial Group Inc. | 0.02% | Add +0.9% | 373,249 | $29.3M |
| Nisa Investment Advisors, LLC | 0.11% | Add +0.9% | 373,051 | $29.3M |
| Compass Planning Associates Inc | 18.34% | Add +26.7% | 365,753 | $28.7M |
| Beacon Capital Management, Inc. | 1.56% | Reduce -9.2% | 353,073 | $27.7M |
| Elevation Point Wealth Partners, LLC | 0.64% | Add +34.9% | 343,535 | $26.9M |
| Blair William & Co. | 0.08% | Add +3.1% | 342,525 | $26.9M |
| Atria Investments, Inc | 0.30% | Add +3.5% | 337,328 | $26.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -35.1% | 343,200 | $26.3M |
| AQR Capital Management | 0.01% | Add +16.9% | 334,353 | $26.2M |
| First Heartland Consultants, Inc. | 1.98% | Add +3.6% | 330,177 | $25.9M |
| Assetmark, Inc. | 0.05% | Add +1.9% | 310,693 | $24.4M |
| Graves Light Lenhart Wealth, Inc. | 2.50% | Add +3.6% | 305,899 | $24.0M |
| Lighthouse Financial Services Inc. | 5.30% | Add +1.2% | 299,303 | $23.5M |
| Blue Trust, Inc. | 0.27% | Reduce -23.6% | 297,233 | $23.3M |
| Discipline Wealth Solutions, LLC | 2.44% | Add +138.4% | 295,424 | $23.2M |
| Kwmg, LLC | 1.91% | Add +7.1% | 291,229 | $22.8M |
| Private Advisor Group, LLC | 0.11% | Add +6.8% | 286,621 | $22.5M |
| Bartlett & Co. Wealth Management LLC | 0.29% | Reduce -3.0% | 288,159 | $22.5M |
| BetterWealth, LLC | 4.39% | Add +3.9% | 285,657 | $22.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +5.2% | 285,464 | $22.4M |
| Greystone Financial Group, LLC | 6.22% | Reduce -39.8% | 280,435 | $22.0M |
| XML Financial, LLC | 1.72% | Add +8.2% | 271,551 | $21.3M |
| Trellis Wealth Advisors LLC | 8.00% | Add +8.0% | 268,082 | $21.0M |
| Kelman-Lazarov, Inc. | 3.00% | Add +0.3% | 267,060 | $20.9M |
| Lutz Financial Services LLC | 1.39% | Reduce -1.5% | 264,007 | $20.7M |
| NewEdge Wealth, LLC | 0.25% | Add +4.8% | 263,832 | $20.7M |
| Apollon Wealth Management, LLC | 0.33% | Add +8.7% | 261,143 | $20.5M |
| Parkside Financial Bank & Trust | 1.55% | Add +3.9% | 257,919 | $20.2M |
| Citigroup Inc. | 0.01% | Add +12.2% | 254,526 | $20.0M |
| McAdam, LLC | 0.90% | Add +6.0% | 254,006 | $19.9M |
| Evolution Advisers, Inc. | 8.36% | Add +8.5% | 252,921 | $19.8M |
| Wealth Dimensions Group, Ltd. | 3.87% | Add +1.7% | 250,969 | $19.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +18.5% | 245,544 | $19.3M |
| Wiser Wealth Management, Inc | 4.12% | Add +7.1% | 243,468 | $19.1M |
| MilWealth Group LLC | 4.54% | Add +2.7% | 243,212 | $19.1M |
| Stephenson & Company, Inc. | 10.30% | Add +4.3% | 242,227 | $19.0M |
| Waterford Advisors, LLC | 6.00% | New | 396,082 | $18.9M |
| Fort Henry Capital, LLC | 11.44% | Add +4.4% | 241,349 | $18.9M |
| Brewster Financial Planning LLC | 11.39% | Add +1.6% | 240,196 | $18.8M |
| Factor Wealth Management LTD | 3.54% | Add +10.3% | 240,073 | $18.8M |
| Nwam LLC | 1.08% | Add +3.7% | 239,528 | $18.8M |
| Modera Wealth Management, LLC | 0.22% | Reduce -3.7% | 238,360 | $18.7M |
| Alaska Wealth Advisors, LLC | 2.23% | Add +7.8% | 237,095 | $18.6M |
| eCIO, Inc. | 7.83% | Add +17.8% | 227,413 | $17.8M |
| Level Financial Advisors | 4.54% | Add +8.1% | 226,780 | $17.8M |
| Silver Oak Advisory Group, Inc. | 7.56% | Add +6.4% | 223,670 | $17.5M |
| M&T Bank Corp | 0.06% | Add +0.5% | 223,437 | $17.5M |
| Bank of Montreal | 0.01% | Reduce -4.0% | 222,935 | $17.5M |
| Tillman Hartley LLC | 4.31% | Add +4.4% | 219,178 | $17.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -2.1% | 218,413 | $17.1M |
| First Horizon Corp. | 0.70% | Add +1.1% | 212,408 | $16.7M |
| Your Advocates Ltd., LLP | 5.07% | Add +5.5% | 211,843 | $16.6M |
| HTG Investment Advisors, Inc. | 4.73% | Reduce -7.1% | 211,339 | $16.6M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -3.8% | 210,004 | $16.5M |
| TD Private Client Wealth LLC | 0.34% | Reduce -3.9% | 208,114 | $16.3M |
| Mustard Seed Financial, LLC | 9.60% | Add +1.7% | 204,233 | $16.0M |
| HUB Investment Partners, LLC | 0.39% | New | 201,104 | $15.8M |
| Safir Wealth Advisors, LLC | 11.29% | Add +0.4% | 199,163 | $15.6M |
| Brookstone Capital Management | 0.17% | Add +4.6% | 193,999 | $15.2M |
| US Bancorp \de | 0.02% | Reduce -73.7% | 193,169 | $15.1M |
| OneAscent Financial Services LLC | 0.82% | Add +96.2% | 193,117 | $15.1M |
| Cambridge Associates LLC /Ma/ | 0.23% | No change | 186,624 | $14.6M |
| SouthState Bank Corp | 0.68% | Add +2.7% | 185,456 | $14.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.83% | Add +14.7% | 185,081 | $14.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.9% | 184,993 | $14.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -36.7% | 184,524 | $14.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +10.9% | 183,970 | $14.4M |
| SigFig Wealth Management, LLC | 0.42% | Add +9.5% | 181,550 | $14.2M |
| Alaska Permanent Capital Management, LLC | 0.99% | Add +4.3% | 179,972 | $14.1M |
| Vertrix Wealth Management, LLC | 5.18% | — | 179,315 | $14.1M |
| Disciplina Capital Management LLC | 1.49% | Add +14.7% | 179,219 | $14.1M |
| Bay Harbor Wealth Management, LLC | 3.64% | Add +5.6% | 179,097 | $14.0M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +38.5% | 176,606 | $13.8M |
| Leavell Investment Management, Inc. | 0.57% | Add +10.3% | 176,236 | $13.8M |
| C M Bidwell & Associates Ltd. | 6.39% | Add +7.4% | 174,383 | $13.7M |
| Choreo, LLC | 0.17% | Add +4.0% | 173,400 | $13.6M |
| Frankly Finances, LLC | 12.16% | Add +3.4% | 171,370 | $13.4M |
| Oath Planning, LLC | 11.82% | Add +23.1% | 169,639 | $13.3M |
| Natixis Advisors, LLC | 0.02% | Add +5.3% | 169,118 | $13.3M |
| Farmers & Merchants Investments Inc. | 0.36% | Add +2.6% | 168,036 | $13.2M |
| National Bank of Canada | 0.01% | Reduce -67.9% | 167,124 | $13.1M |
| Stone Summit Wealth LLC | 3.63% | Add +9.1% | 166,443 | $13.1M |
| Waterloo Capital, L.P. | 0.91% | Add +74.5% | 165,432 | $13.0M |
| Smartleaf Asset Management LLC | 0.47% | Add +18.4% | 164,517 | $12.9M |
| 3 Factor Indexing, LLC | 12.14% | — | 163,967 | $12.9M |
| Ames National Corp. | 7.67% | Add +8.7% | 163,072 | $12.8M |
| Colter Lewis Investment Partners LLC | 12.02% | Add +4491.8% | 163,009 | $12.8M |
| RFG Advisory, LLC | 0.23% | Add +1.1% | 162,187 | $12.7M |
| Vawter Financial, Ltd. | 5.33% | Reduce -0.1% | 161,593 | $12.7M |
| Eaton-Cambridge Inc. | 3.96% | Reduce -5.4% | 161,346 | $12.7M |
| Arax Advisory Partners | 0.36% | Add +4.8% | 160,917 | $12.6M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +0.8% | 159,916 | $12.5M |
| REDW Wealth LLC | 4.98% | Reduce -4.6% | 159,268 | $12.5M |
| Alps Advisors Inc. | 0.06% | Reduce -59.2% | 158,928 | $12.5M |
| Elevate Wealth Advisory, Inc. | 7.78% | Add +2.2% | 157,154 | $12.3M |
| Eagle Rock Investment Company, LLC | 1.79% | Add +5.5% | 157,035 | $12.3M |
| Sovereign Financial Group, Inc. | 2.11% | Add +9.4% | 154,771 | $12.1M |
| Parker Financial LLC | 4.76% | Add +8.7% | 152,228 | $11.9M |
| Mutual Advisors, LLC | 0.26% | Add +8.4% | 151,470 | $11.9M |
| DiPaolo Financial Group, Inc. | 8.60% | Add +33.4% | 150,688 | $11.8M |
| Commerce Bank | 0.06% | Add +52.1% | 150,229 | $11.8M |
| Mountain Pacific Investment Advisers LLC | 2.01% | Reduce -4.6% | 149,538 | $11.7M |
| Adaptive Financial Consulting, LLC | 4.43% | Add +5.7% | 147,485 | $11.6M |
| Morris Financial Concepts, Inc. | 3.92% | Add +51.0% | 147,436 | $11.6M |
| City State Bank | 2.99% | Add +12.3% | 146,766 | $11.5M |
| Pines Wealth Management, LLC | 3.71% | Add +70.0% | 146,105 | $11.5M |
| Scotia Capital Inc. | 0.05% | Reduce -2.3% | 145,719 | $11.4M |
| CGN Advisors LLC | 0.90% | Add +4.8% | 145,551 | $11.4M |
| Columbia River Financial Group, LLC | 6.53% | Add +5.4% | 143,423 | $11.2M |
| Resolute Capital, LLC | 4.55% | Add +1.0% | 143,160 | $11.2M |
| United Services Automobile Association | 1.32% | No change | 143,018 | $11.2M |
| Fidato Wealth LLC | 7.20% | Add +2.7% | 141,360 | $11.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +10.7% | 140,115 | $11.0M |
| Cornerstone Investment Partners, LLC | 0.46% | Reduce -0.1% | 140,067 | $11.0M |
| Sand Hill Global Advisors, LLC | 0.37% | Add +0.0% | 139,622 | $10.9M |
| Torrey-Payne Wealth Management, LLC | 10.00% | Add +1.1% | 139,066 | $10.9M |
| Crews Bank & Trust | 1.58% | Add +2.6% | 138,627 | $10.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +210.7% | 138,278 | $10.8M |
| Alkeme Wealth, LLC | 4.42% | Add +0.5% | 137,992 | $10.8M |
| Tribridge Partners Financial LLC | 4.44% | Reduce -0.4% | 137,258 | $10.7M |
| VCI Wealth Management LLC | 2.95% | Add +12.1% | 135,800 | $10.6M |
| Focus Financial Network, Inc. | 0.38% | Reduce -17.5% | 135,672 | $10.6M |
| Zeit Capital LLC | 7.12% | Add +10.5% | 135,662 | $10.6M |
| Main Street Financial Solutions, LLC | 0.78% | Add +61.2% | 135,520 | $10.6M |
| Cherry Tree Wealth Management, LLC | 2.21% | Add +3.0% | 133,440 | $10.5M |
| Headinvest, LLC | 2.11% | Reduce -3.1% | 130,893 | $10.3M |
| Hopwood Financial Services, Inc. | 6.89% | Add +13.1% | 130,399 | $10.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -56.2% | 129,630 | $10.2M |
| Cahill Financial Advisors Inc. | 1.08% | Reduce -10.7% | 127,505 | $10.0M |
| IFG Advisors, LLC | 1.63% | Reduce -5.6% | 127,053 | $10.0M |
| Kathmere Capital Management, LLC | 0.60% | Add +61.1% | 123,783 | $9.7M |
| Investment Planning Advisors, Inc. | 2.65% | Add +13.9% | 122,956 | $9.6M |
| Mgo One Seven LLC | 0.19% | Add +64.2% | 122,459 | $9.6M |
| White Lighthouse Investment Management Inc. | 1.31% | Add +2.4% | 120,379 | $9.4M |
| Harfst & Associates, Inc. | 1.68% | Add +1422.8% | 120,193 | $9.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +25.8% | 120,022 | $9.4M |
| Aspire Private Capital, LLC | 2.08% | Reduce -1.4% | 117,271 | $9.2M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -3.5% | 116,986 | $9.2M |
| Virtus Wealth Solutions LLC | 1.75% | New | 116,926 | $9.2M |
| Rf&l Wealth Management, LLC | 6.80% | Add +4.5% | 115,903 | $9.1M |
| Mission Wealth Management, LP | 0.19% | New | 115,748 | $9.1M |
| Arcadia Wealth Management, LLC | 3.28% | Add +5.8% | 115,571 | $9.1M |
| Clarity Capital Advisors, LLC | 4.20% | Add +8.9% | 115,007 | $9.0M |
| Bleakley Financial Group, LLC | 0.14% | Add +3.1% | 112,420 | $8.8M |
| First American Trust, FSB | 0.59% | Reduce -11.7% | 112,022 | $8.8M |
| Forza Wealth Management, LLC | 3.05% | Add +1.9% | 111,643 | $8.8M |
| Cwm, LLC | 0.02% | Add +14.2% | 111,533 | $8.7M |
| Austin Asset Management Co Inc | 1.47% | Reduce -36.6% | 111,499 | $8.7M |
| Lynch Investment Planning, LLC | 7.72% | Add +15.8% | 109,593 | $8.6M |
| Fortis Advisors, LLC | 4.30% | Add +19.5% | 109,356 | $8.6M |
| Successful Portfolios LLC | 4.72% | Add +10.2% | 109,326 | $8.6M |
| TFC Financial Management, Inc. | 1.05% | Add +2.5% | 108,948 | $8.5M |
| Kintra Wealth, LLC | 0.60% | Add +590.0% | 107,342 | $8.4M |
| IHT Wealth Management, LLC | 0.19% | Add +0.5% | 105,992 | $8.3M |
| Parr McKnight Wealth Management Group, LLC | 1.09% | Add +9.4% | 105,639 | $8.3M |
| Cornerstone Financial Group, LLC | 5.28% | Add +16.9% | 105,260 | $8.2M |
| Essential Planning, LLC. | 2.59% | Add +8.4% | 103,945 | $8.2M |
| Regal Investment Advisors LLC | 0.47% | Add +18.9% | 102,589 | $8.0M |
| Krane Financial Solutions LLC | 5.46% | — | 102,371 | $8.0M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -0.1% | 100,200 | $7.9M |
| Uptown Financial Advisors LLC | 6.35% | Add +10.2% | 100,179 | $7.9M |
| Compound Planning, Inc. | 0.24% | Add +35.7% | 99,854 | $7.8M |
| Capital Investment Management, Inc. | 2.67% | Add +7.4% | 99,062 | $7.8M |
| Culbertson A N & Co. Inc. | 1.01% | Add +3.7% | 99,061 | $7.8M |
| Pathstone Holdings, LLC | 0.03% | Add +67.0% | 98,796 | $7.7M |
| Earned Wealth Advisors, LLC | 0.52% | Add +10.8% | 98,405 | $7.7M |
| Principal Securities, Inc. | 0.11% | Add +8.7% | 97,631 | $7.7M |
| Mills Wealth Advisors LLC | 2.65% | Add +71.4% | 96,934 | $7.6M |
| Foundation Wealth Management, LLC\PA | 2.68% | Reduce -1.3% | 96,904 | $7.6M |
| Harbour Investments, Inc. | 0.12% | Add +23.2% | 95,438 | $7.5M |
| Diversified Portfolios, Inc. | 0.61% | Reduce -21.3% | 95,401 | $7.5M |
| Retiremitten Financial LLC | 3.57% | — | 94,127 | $7.4M |
| Bull Street Advisors, LLC | 3.65% | Reduce -12.1% | 93,951 | $7.4M |
| Bath Savings Trust Co | 0.78% | Add +12.6% | 93,382 | $7.3M |
| Merit Financial Group, LLC | 0.05% | Add +13.6% | 93,119 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.6% | 93,061 | $7.3M |
| Investment Partners, LTD. | 2.58% | Add +8.8% | 92,321 | $7.2M |
| Echo45 Advisors LLC | 4.06% | Add +2.3% | 91,971 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.46% | Add +15.9% | 91,117 | $7.1M |
| Prudent Man Advisors, LLC | 2.14% | Reduce -4.9% | 91,092 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -4.3% | 90,492 | $7.1M |
| Precision Wealth Strategies, LLC | 2.32% | Reduce -16.5% | 89,291 | $7.0M |
| Strategic Investment Advisors / MI | 0.48% | Add +79.7% | 89,157 | $7.0M |
| Root Financial Partners, LLC | 0.32% | Add +103.6% | 88,844 | $7.0M |
| Ellevest, Inc. | 0.97% | Add +3.2% | 88,808 | $7.0M |
| Parallel Advisors, LLC | 0.12% | Add +2.8% | 88,288 | $6.9M |
| Houlihan Financial Resource Group, Ltd. | 2.68% | Reduce -0.5% | 87,604 | $6.9M |
| Slow Capital, Inc. | 0.89% | Add +7.7% | 87,230 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +65.7% | 86,834 | $6.8M |
| PCG Asset Management, LLC | 5.35% | Add +8.7% | 85,321 | $6.7M |
| Brown Advisory Inc. | 0.01% | Reduce -25.0% | 82,737 | $6.5M |
| Bluestem Financial Advisors, LLC | 2.50% | Add +1.2% | 82,716 | $6.5M |
| Sfam, LLC | 5.97% | Add +4.2% | 82,033 | $6.4M |
| Planning Directions Inc. | 3.24% | Reduce -61.5% | 81,713 | $6.4M |
| AE Wealth Management LLC | 0.03% | Reduce -34.1% | 81,622 | $6.4M |
| WBH Advisory Inc. | 0.48% | Reduce -7.5% | 81,371 | $6.4M |
| Compass Financial Group, Inc. (Ohio) | 4.60% | Add +3.7% | 80,195 | $6.3M |
| Arcataur Capital Management LLC | 1.75% | Add +2.6% | 80,188 | $6.3M |
| Centennial Bank | 2.25% | Add +31.8% | 80,028 | $6.3M |
| Bull Oak Capital, LLC | 2.39% | Add +14.9% | 79,367 | $6.2M |
| Elevated Capital Advisors, LLC | 1.55% | Add +1.8% | 78,699 | $6.2M |
| Bank of Hawaii | 0.32% | Add +1.8% | 78,659 | $6.2M |
| Rathbones Group PLC | 0.02% | Reduce -9.8% | 78,274 | $6.1M |
| Prosperity Consulting Group, LLC | 0.27% | Add +6.9% | 78,255 | $6.1M |
| Phillips Financial Management, LLC | 0.44% | Reduce -23.7% | 78,235 | $6.1M |
| Maimon Wealth Management LTD. | 5.35% | Add +11.1% | 77,905 | $6.1M |
| Cacti Asset Management LLC | 0.37% | Add +86.8% | 77,335 | $6.1M |
| Retirement Wealth Solutions LLC | 3.78% | Add +8.4% | 76,495 | $6.0M |
| Sunesis Advisors, LLC | 2.71% | Reduce -9.6% | 76,357 | $6.0M |
| Members Advisory Group LLC | 2.04% | New | 75,879 | $5.9M |
| Pacific Park Financial, Inc. | 3.88% | Add +6.7% | 75,734 | $5.9M |
| Financial Plan, Inc. | 0.64% | Reduce -1.4% | 75,695 | $5.9M |
| Marquette Associates, Inc. | 6.29% | No change | 73,690 | $5.8M |
| Kanawha Capital Management LLC | 0.41% | Add +4.2% | 73,480 | $5.8M |
| Harbour Trust & Investment Management Co | 0.60% | Reduce -0.1% | 72,475 | $5.7M |
| BancFirst Trust & Investment Management | 2.52% | Add +0.2% | 72,505 | $5.7M |
| Darrow Company, Inc. | 2.55% | Reduce -1.8% | 72,106 | $5.7M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -29.4% | 71,120 | $5.6M |
| VestGen Advisors, LLC | 0.16% | Reduce -46.1% | 71,491 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -3.8% | 70,976 | $5.6M |
| Manuka Financial, LLC | 3.41% | Add +4.2% | 70,364 | $5.5M |
| Integrity Investment Advisors, LLC | 2.98% | Add +4.9% | 70,067 | $5.5M |
| Ridgewood Investments LLC | 2.23% | — | 69,547 | $5.5M |
| Hohimer Wealth Management, LLC | 0.67% | Add +37.8% | 69,223 | $5.4M |
| Belleair Asset Management, LLC | 4.91% | Reduce -1.4% | 68,718 | $5.4M |
| Cooke Wealth Management, LLC | 4.77% | Add +8.6% | 68,644 | $5.4M |
| DGS Capital Management, LLC | 0.88% | Add +33.7% | 67,822 | $5.3M |
| JMN Financial LLC | 5.22% | Add +33.7% | 67,721 | $5.3M |
| Consilium Wealth Advisory, LLC | 1.80% | Add +2.1% | 67,374 | $5.3M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -7.3% | 66,929 | $5.2M |
| Ascentis Independent Advisors | 0.40% | Add +126.4% | 66,709 | $5.2M |
| Raffa Wealth Management, LLC | 0.81% | Reduce -5.2% | 65,745 | $5.2M |
| Hopwood Nicholas Hunter | 1.61% | Add +2.1% | 64,711 | $5.1M |
| Apex Wealth Management, LLC | 3.41% | New | 63,357 | $5.0M |
| Ferguson Johnson Wealth Management Inc | 4.00% | Add +3.6% | 62,905 | $4.9M |
| Financial Gravity Asset Management, Inc. | 0.88% | Reduce -0.2% | 62,860 | $4.9M |
| Cranbrook Wealth Management, LLC | 1.00% | Reduce -15.3% | 62,702 | $4.9M |
| Valpey Financial Services, LLC | 3.19% | Add +1.5% | 62,607 | $4.9M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.4% | 62,517 | $4.9M |
| OMNI 360 Wealth, Inc. | 2.53% | Reduce -5.6% | 62,514 | $4.9M |
| Integrated Advisors Network LLC | 0.25% | Reduce -3.7% | 61,955 | $4.9M |
| Neumann Capital Management, LLC | 1.42% | Add +7.2% | 61,618 | $4.8M |
| Fonville Wealth Management LLC | 0.92% | Reduce -0.2% | 61,437 | $4.8M |
| Somnio Financial Group, LLC | 3.16% | Add +1.5% | 61,356 | $4.8M |
| DBK Financial Counsel, LLC | 3.63% | Add +7.8% | 61,068 | $4.8M |
| BHK Investment Advisors, LLC | 1.60% | Add +0.9% | 61,032 | $4.8M |
| Gladwyn Financial Advisors, Inc. | 3.32% | Add +2.9% | 60,919 | $4.8M |
| Kiley Juergens Wealth Management, LLC | 0.84% | Reduce -6.8% | 60,505 | $4.7M |
| Wealthfront Advisers LLC | 0.01% | Add +2.4% | 59,986 | $4.7M |
| Boston Family Office LLC | 0.31% | Reduce -5.6% | 59,390 | $4.7M |
| Karpus Management, Inc. | 0.15% | Reduce -1.5% | 59,395 | $4.7M |
| MAI Capital Management | 0.03% | Add +63.0% | 58,806 | $4.6M |
| Sterling Financial Planning, Inc. | 1.36% | Add +11.3% | 58,630 | $4.6M |
| Ti-Trust, Inc. | 2.72% | Add +7.5% | 58,299 | $4.6M |
| Welch & Forbes LLC | 0.06% | Reduce -2.0% | 57,819 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 56,487 | $4.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +92.8% | 56,405 | $4.4M |
| United Financial Planning Group LLC | 2.58% | Add +15.0% | 55,691 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Reduce -52.4% | 55,685 | $4.4M |
| FIDELIS iM, LLC | 1.65% | Reduce -2.5% | 55,484 | $4.4M |
| Per Stirling Capital Management, LLC. | 0.48% | Add +6.5% | 55,363 | $4.3M |
| Courage Miller Partners, LLC | 1.22% | Add +0.5% | 55,128 | $4.3M |
| Arrowroot Family Office, LLC | 1.43% | Reduce -19.2% | 54,988 | $4.3M |
| Man Group plc | 0.01% | Reduce -56.6% | 54,717 | $4.3M |
| Signal Tree Financial Partners LLC | 3.20% | Add +2.8% | 54,073 | $4.2M |
| Sterling Investment Management, LLC | 2.53% | Reduce -3.5% | 53,881 | $4.2M |
| Parkwoods Wealth Partners, LLC | 1.02% | Add +276.9% | 53,310 | $4.2M |
| Haverford Trust Co | 0.04% | Reduce -1.2% | 53,310 | $4.2M |
| Wealth Architects, LLC | 0.37% | Reduce -0.5% | 53,182 | $4.2M |
| Sigma Planning Corp | 0.12% | Add +6.9% | 53,106 | $4.2M |
| Brighton Jones LLC | 0.09% | New | 52,951 | $4.2M |
| Infinity Wealth Counsel, LLC | 3.81% | Reduce -1.0% | 52,933 | $4.2M |
| Beaird Harris Wealth Management, LLC | 0.28% | Reduce -18.6% | 52,671 | $4.1M |
| Galvin, Gaustad & Stein, LLC | 0.33% | Reduce -35.6% | 52,224 | $4.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -11.7% | 52,190 | $4.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.9% | 51,105 | $4.0M |
| FLC Capital Advisors | 0.72% | Add +3.0% | 50,724 | $4.0M |
| Fifth Third Securities, Inc. | 0.26% | Reduce -1.3% | 50,545 | $4.0M |
| Agf Management Ltd. | 0.02% | Reduce -1.1% | 49,995 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +3.0% | 49,528 | $3.9M |
| Rockbridge Investment Management, LCC | 0.35% | Reduce -0.9% | 49,457 | $3.9M |
| Sage Investment Advisers LLC | 2.87% | Add +4.9% | 49,543 | $3.9M |
| Connecticut Wealth Management, LLC | 0.16% | Reduce -7.1% | 49,066 | $3.8M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -2.3% | 48,649 | $3.8M |
| Ackerman Capital Advisors, LLC | 0.78% | Add +7.6% | 48,472 | $3.8M |
| Good Harbor Advisors, Inc. | 4.10% | Add +5.0% | 47,871 | $3.8M |
| TCTC Holdings, LLC | 0.11% | No change | 47,755 | $3.7M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +10.4% | 47,528 | $3.7M |
| Colorado Capital Management, Inc. | 1.38% | Add +6.2% | 47,285 | $3.7M |
| Eastern Bank | 0.06% | Add +4.3% | 47,205 | $3.7M |
| Vanguard National Trust Co | 0.23% | — | 46,890 | $3.7M |
| Foster Group, Inc. | 0.11% | Add +1.5% | 46,819 | $3.7M |
| Valley Wealth Managers, Inc. | 0.24% | Add +10.9% | 46,799 | $3.7M |
| TCI Wealth Advisors, Inc. | 0.19% | Add +2.9% | 46,755 | $3.7M |
| BLB&B Advisors, LLC | 0.15% | Add +17.9% | 46,591 | $3.7M |
| Calton & Associates, Inc. | 0.52% | Add +3.8% | 46,219 | $3.6M |
| Arkadios Wealth Advisors | 0.06% | Add +0.9% | 45,964 | $3.6M |
| Stephens Inc. | 0.04% | Add +5.1% | 45,591 | $3.6M |
| HT Partners LLC | 1.08% | Add +1.4% | 45,510 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -4.0% | 45,466 | $3.6M |
| Sellwood Investment Partners LLC | 1.40% | Reduce -0.7% | 45,331 | $3.6M |
| Benjamin Edwards Inc. | 0.04% | Add +6.3% | 45,175 | $3.5M |
| Vistica Wealth Advisors, LLC | 3.52% | Add +19.9% | 45,101 | $3.5M |
| Moller Wealth Partners | 0.70% | Add +1.6% | 45,023 | $3.5M |
| McNaughton Wealth Management, LLC | 1.46% | Add +7.9% | 45,022 | $3.5M |
| Lodestone Wealth Management LLC | 1.40% | Add +4.8% | 44,892 | $3.5M |
| Carnegie Investment Counsel | 0.07% | Reduce -0.2% | 44,828 | $3.5M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -7.3% | 44,818 | $3.5M |
| Koss-Olinger Consulting, LLC | 0.29% | Add +1224.3% | 44,548 | $3.5M |
| Red Mountain Financial, LLC | 3.26% | Add +3.0% | 44,176 | $3.5M |
| Caldwell Trust Co | 0.31% | Add +18.9% | 43,913 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -14.6% | 43,330 | $3.4M |
| Independent Advisor Alliance | 0.04% | Add +811.2% | 43,290 | $3.4M |
| Wescott Financial Advisory Group, LLC | 0.30% | Add +3.3% | 43,251 | $3.4M |
| Evensky & Katz LLC | 0.19% | Add +7.8% | 42,878 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -78.1% | 42,861 | $3.4M |
| Citizens Financial Group Inc. | 0.05% | Reduce -12.3% | 42,760 | $3.4M |
| Kavar Capital Partners Group, LLC | 0.42% | New | 42,538 | $3.3M |
| Brand Asset Management Group, Inc. | 0.86% | Reduce -3.0% | 42,382 | $3.3M |
| Traveka Wealth, LLC | 1.26% | Reduce -1.2% | 42,167 | $3.3M |
| Patten Group, Inc. | 0.57% | Reduce -2.2% | 41,957 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +19.4% | 41,809 | $3.3M |
| First Hawaiian Bank | 0.46% | Reduce -0.0% | 41,615 | $3.3M |
| Lanark Financial, Inc. | 0.24% | Add +1.1% | 41,430 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Add +2.9% | 41,406 | $3.2M |
| Affinity Capital Advisors, LLC | 0.45% | Reduce -4.0% | 40,526 | $3.2M |
| Arbor Wealth Advisors LLC | 2.22% | Add +14.4% | 40,303 | $3.2M |
| Towne Trust Company, N.A | 1.01% | Add +24.3% | 39,918 | $3.1M |
| Silver Oak Securities, Incorporated | 0.23% | Add +3.5% | 39,837 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.5% | 39,587 | $3.1M |
| Pearl Planning LLC | 1.66% | Add +20.7% | 39,551 | $3.1M |
| Forum Private Client Group LLC | 1.03% | Reduce -13.6% | 39,443 | $3.1M |
| Websterrogers Financial Advisors, LLC | 0.88% | Reduce -0.8% | 39,182 | $3.1M |
| Lazard Asset Management LLC | 0.01% | No change | 39,144 | $3.1M |
| Performance Wealth Partners, LLC | 0.09% | No change | 38,504 | $3.0M |
| Aletheian Wealth Advisors LLC | 1.46% | — | 38,109 | $3.0M |
| Robinswood Financial LLC | 0.94% | Reduce -2.4% | 38,024 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +19.2% | 37,963 | $3.0M |
| Opus Financial Solutions LLC | 2.80% | Reduce -2.2% | 37,881 | $3.0M |
| Leeward Financial Partners, LLC | 0.88% | Reduce -1.1% | 37,777 | $3.0M |
| MCF Advisors LLC | 0.13% | Add +0.5% | 37,273 | $2.9M |
| Aspirean Wealth, LLC | 3.17% | Reduce -0.2% | 37,255 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +1.4% | 37,222 | $2.9M |
| Vise Technologies, Inc. | 0.06% | No change | 36,994 | $2.9M |
| Prostatis Group LLC | 0.74% | Reduce -12.3% | 37,050 | $2.9M |
| Leo H. Evart, Inc. | 2.48% | — | 37,039 | $2.9M |
| Coordinated Financial Services, Inc. | 1.69% | Add +34.9% | 36,997 | $2.9M |
| FC Advisory LLC | 0.84% | Add +0.3% | 36,904 | $2.9M |
| Ally Invest Advisors Inc. | 0.19% | Add +3.1% | 36,360 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -11.3% | 36,281 | $2.8M |
| SageView Advisory Group, LLC | 0.10% | Reduce -35.9% | 36,232 | $2.8M |
| Acropolis Investment Management, LLC | 0.12% | Reduce -8.3% | 35,716 | $2.8M |
| Allodium Investment Consultants, LLC | 1.33% | Add +28.9% | 35,527 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.45% | Reduce -1.2% | 35,413 | $2.8M |
| Westfuller Advisors, LLC | 1.20% | Reduce -10.8% | 35,411 | $2.8M |
| Summit Wealth Partners, LLC | 0.44% | Add +5.4% | 35,093 | $2.8M |
| First National Bank of Omaha | 0.08% | Add +1.5% | 35,092 | $2.7M |
| Woodside Wealth Management LLC | 2.14% | Add +16.1% | 34,917 | $2.7M |
| Evanson Asset Management, LLC | 0.15% | Add +4.2% | 34,770 | $2.7M |
| Legacy Financial Group LLC | 0.34% | Reduce -7.2% | 34,394 | $2.7M |
| Plancorp, LLC | 0.08% | Add +0.1% | 34,415 | $2.7M |
| Yukon Wealth Management, Inc. | 1.60% | Reduce -17.3% | 34,224 | $2.7M |
| Legacy Wealth Partners, LLC | 0.67% | Add +10.4% | 33,879 | $2.7M |
| Becker Capital Management Inc. | 0.08% | Reduce -41.3% | 33,853 | $2.7M |
| Greenspring Advisors, LLC | 0.16% | Add +1.1% | 33,830 | $2.7M |
| Naples Global Advisors, LLC | 0.19% | Add +15.9% | 33,762 | $2.6M |
| Jacobsen Capital Management | 0.88% | Add +2.9% | 33,402 | $2.6M |
| Central Pacific Bank - Trust Division | 0.34% | Reduce -61.1% | 32,988 | $2.6M |
| Avion Wealth | 0.53% | Reduce -1.1% | 32,837 | $2.6M |
| Columbia Asset Management | 0.49% | Add +0.1% | 32,707 | $2.6M |
| Eclectic Associates Inc. | 0.34% | Add +2.5% | 32,439 | $2.5M |
| Roundview Capital LLC | 0.16% | Add +3.3% | 32,423 | $2.5M |
| Richmond Brothers, Inc. | 1.69% | Reduce -6.3% | 32,400 | $2.5M |
| Proffitt & Goodson Inc. | 0.39% | Add +3.7% | 32,363 | $2.5M |
| American Investment Services, Inc. | 0.56% | Add +11.7% | 32,288 | $2.5M |
| Aua Capital Management, LLC | 1.29% | Reduce -1.6% | 32,234 | $2.5M |
| Enstar Group LTD | 1.16% | No change | 32,166 | $2.5M |
| Cary Street Partners Financial LLC | 0.06% | Add +1.1% | 31,760 | $2.5M |
| Cerity Partners Retirement Plan Advisors LLC | 1.27% | — | 31,768 | $2.5M |
| Compass Wealth Management LLC | 0.61% | Add +32.3% | 31,721 | $2.5M |
| Everett Harris & Co. | 0.03% | Reduce -10.5% | 31,494 | $2.5M |
| Old Port Advisors | 0.57% | Add +0.5% | 31,358 | $2.5M |
| Brighton Securities Corp. | 1.18% | Add +20.8% | 31,152 | $2.4M |
| Level Wealth Management LLC | 1.14% | Add +2.3% | 30,947 | $2.4M |
| Calamos Wealth Management LLC | 0.08% | Reduce -1.4% | 30,941 | $2.4M |
| Calamos Advisors LLC | 0.01% | New | 30,941 | $2.4M |
| Mma Asset Management LLC | 0.85% | No change | 30,694 | $2.4M |
| Koshinski Asset Management, Inc. | 0.15% | Add +4.3% | 30,518 | $2.4M |
| PFG Advisors | 0.12% | Add +4.1% | 30,485 | $2.4M |
| Good Steward Wealth Advisors,LLC | 1.52% | Add +8.1% | 30,236 | $2.4M |
| Family Wealth Partners, LLC | 0.81% | Reduce -2.4% | 30,191 | $2.4M |
| FSB Premier Wealth Management, Inc. | 0.73% | Add +2.7% | 29,761 | $2.3M |
| Soltis Investment Advisors LLC | 0.15% | Add +0.4% | 29,618 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -2.4% | 29,554 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Add +30.7% | 29,492 | $2.3M |
| 180 Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 29,338 | $2.3M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -4.0% | 29,202 | $2.3M |
| Ethos Financial Group, LLC | 0.17% | Add +14.2% | 29,072 | $2.3M |
| Bfsg, LLC | 0.21% | Reduce -48.5% | 28,469 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Reduce -5.6% | 28,441 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.25% | Add +13.8% | 28,379 | $2.2M |
| Provident Wealth Management, LLC | 0.67% | Reduce -2.9% | 28,223 | $2.2M |
| Old National Bancorp | 0.04% | Reduce -21.1% | 28,205 | $2.2M |
| Atlanta Consulting Group Advisors, LLC | 0.47% | New | 28,111 | $2.2M |
| HMV Wealth Advisors, LLC | 1.03% | Reduce -11.9% | 28,087 | $2.2M |
| Certior Financial Group, LLC | 1.40% | Add +1.7% | 28,068 | $2.2M |
| Whittier Trust Co. | 0.02% | Reduce -7.2% | 27,984 | $2.2M |
| Sax Wealth Advisors, LLC | 0.11% | No change | 27,692 | $2.2M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -1.8% | 27,791 | $2.2M |
| Massachusetts Wealth Management | 0.94% | Reduce -1.8% | 27,742 | $2.2M |
| IFP Advisors, Inc | 0.05% | Reduce -8.0% | 27,725 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.05% | Reduce -3.8% | 27,606 | $2.2M |
| Harpswell Capital Advisors, LLC | 1.61% | Add +60.3% | 27,506 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +88.9% | 27,407 | $2.2M |
| Navalign, LLC | 0.54% | Reduce -0.7% | 27,397 | $2.1M |
| Endeavor Private Wealth, Inc. | 0.61% | Reduce -21.6% | 27,321 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -23.1% | 27,292 | $2.1M |
| Bluedoor Private Wealth, LLC | 0.99% | Reduce -1.5% | 27,259 | $2.1M |
| Thompson Investment Management, Inc. | 0.28% | Add +4.2% | 27,251 | $2.1M |
| Evergreen Wealth Management, LLC | 1.10% | Add +1.7% | 27,215 | $2.1M |
| GreatBanc Trust CO | 1.49% | Reduce -4.7% | 27,121 | $2.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.90% | Reduce -0.4% | 27,018 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -3.0% | 26,913 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.22% | Add +18.9% | 26,472 | $2.1M |
| Everhart Financial Group, Inc. | 0.18% | Reduce -1.4% | 26,603 | $2.1M |
| Madrid Wealth Management, LLC | 1.57% | Add +0.8% | 26,538 | $2.1M |
| Spire Wealth Management | 0.07% | Add +2.1% | 26,505 | $2.1M |
| LifePlan Investment Advisors, Inc. | 0.82% | Add +12.9% | 26,468 | $2.1M |
| Marathon Wealth Advisors LLC | 0.84% | Add +1.0% | 26,153 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +34.6% | 26,114 | $2.0M |
| Capital Asset Managemnet, LLC | 2.30% | Add +8.2% | 26,065 | $2.0M |
| Mengis Capital Management, Inc. | 0.35% | Reduce -13.3% | 25,968 | $2.0M |
| Cheviot Value Management, LLC | 0.20% | Reduce -0.7% | 25,902 | $2.0M |
| Absolute Capital Management, LLC | 0.67% | Add +9.7% | 25,811 | $2.0M |
| Paladin Partners, LLC | 1.46% | Add +3.4% | 25,807 | $2.0M |
| Tritonpoint Wealth, LLC | 0.22% | New | 25,639 | $2.0M |
| Fiduciary Group, LLC | 0.17% | Reduce -8.0% | 25,637 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +26.2% | 25,549 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +11.2% | 25,460 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +12.6% | 25,293 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +2.8% | 24,913 | $2.0M |
| Fiduciary Advisors, Inc. | 1.47% | Reduce -0.3% | 24,889 | $2.0M |
| Kovack Advisors, Inc. | 0.10% | Add +0.5% | 24,840 | $1.9M |
| Bokf, NA | 0.03% | Add +1.6% | 24,758 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -3.0% | 24,674 | $1.9M |
| First Interstate Bank | 0.11% | Add +6.2% | 24,626 | $1.9M |
| Joel Isaacson & Co., LLC | 0.06% | Add +12.2% | 24,482 | $1.9M |
| PFG Investments, LLC | 0.09% | Add +29.7% | 24,092 | $1.9M |
| Family Legacy, Inc. | 0.57% | Reduce -1.8% | 24,016 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.28% | Add +0.4% | 23,982 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Add +1.9% | 23,871 | $1.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0.28% | Add +7.5% | 23,841 | $1.9M |
| Pacific Financial Group Inc. | 1.01% | Add +1.9% | 23,829 | $1.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 23,753 | $1.9M |
| Hardy Reed LLC | 0.14% | Reduce -4.0% | 23,666 | $1.9M |
| Greenbush Financial Group, LLC | 0.61% | Add +15.2% | 23,548 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +76.3% | 23,503 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +7.1% | 23,303 | $1.8M |
| PAX Financial Group, LLC | 0.31% | Reduce -7.6% | 23,140 | $1.8M |
| Evolution Wealth Advisors, LLC | 0.18% | Add +38.2% | 23,009 | $1.8M |
| Stonebridge Financial Group, LLC | 0.15% | Add +12.1% | 22,888 | $1.8M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +0.7% | 22,777 | $1.8M |
| Northwest Wealth Management, LLC | 0.27% | Reduce -4.4% | 22,761 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | Add +534.1% | 22,452 | $1.8M |
| Cadent Capital Advisors, LLC | 0.46% | Reduce -6.3% | 22,397 | $1.8M |
| ATLas Financial Planning LLC | 1.57% | Add +30.9% | 22,282 | $1.7M |
| Grey Fox Wealth Advisors, LLC | 0.33% | Add +16.2% | 22,100 | $1.7M |
| Protective Life Corp. | 5.75% | New | 22,053 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -37.6% | 21,687 | $1.7M |
| Maseco LLP | 0.05% | Reduce -6.8% | 21,616 | $1.7M |
| Oak Grove Capital LLC | 0.29% | New | 21,290 | $1.7M |
| Freedom Investment Management, Inc. | 0.49% | Reduce -4.8% | 21,126 | $1.7M |
| Tiaa Trust, National Association | 0.10% | Reduce -49.7% | 21,071 | $1.7M |
| Evoke Wealth, LLC | 0.03% | Add +69.5% | 21,046 | $1.7M |
| Howard Financial Services, LTD. | 0.19% | Reduce -41.2% | 21,046 | $1.7M |
| Rosenberg Matthew Hamilton | 0.34% | Reduce -3.8% | 21,043 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +6.5% | 20,925 | $1.6M |
| Aerodigm Wealth, LLC | 0.62% | Add +1.5% | 20,895 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.40% | New | 20,871 | $1.6M |
| UMB Bank, n.a. | 0.02% | Add +16.0% | 20,822 | $1.6M |
| One Wealth Map LLC | 0.79% | Add +6.5% | 20,732 | $1.6M |
| StoneX Group Inc. | 0.09% | Add +9.8% | 20,532 | $1.6M |
| Rothschild Investment LLC | 0.08% | Add +21.1% | 20,228 | $1.6M |
| Selective Wealth Management, Inc. | 0.47% | Reduce -9.9% | 20,237 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -11.3% | 20,070 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Reduce -1.1% | 19,927 | $1.6M |
| Powerhouse Assets LLC | 1.36% | Add +0.1% | 19,878 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -13.0% | 19,791 | $1.6M |
| Allen Investment Management, LLC | 0.02% | Add +1.6% | 19,766 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.7% | 19,760 | $1.5M |
| NBT Bank, N.A. | 0.10% | Add +0.1% | 19,723 | $1.5M |
| FMR LLC | 0.00% | Reduce -17.6% | 19,687 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.24% | Reduce -4.3% | 19,551 | $1.5M |
| PCM Encore, LLC | 0.31% | Reduce -15.6% | 19,448 | $1.5M |
| Security Financial Services, INC. | 0.24% | Add +3.1% | 19,373 | $1.5M |
| Flagstar Securities, Inc. | 0.55% | Reduce -16.0% | 19,254 | $1.5M |
| Sagace Wealth Management LLC | 1.02% | Reduce -5.8% | 19,222 | $1.5M |
| Hickory Point Bank & Trust | 0.99% | Add +36.3% | 19,215 | $1.5M |
| Parisi Gray Wealth Management | 0.36% | New | 19,201 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.40% | Reduce -0.0% | 19,099 | $1.5M |
| Signal Advisors Wealth, LLC | 0.10% | Add +0.0% | 18,937 | $1.5M |
| M Holdings Securities, Inc. | 0.10% | Add +3.6% | 18,937 | $1.5M |
| Novak & Powell Financial Services, Inc. | 0.79% | Reduce -3.3% | 18,783 | $1.5M |
| Hollencrest Capital Management | 0.05% | Add +19.4% | 18,696 | $1.5M |
| Financial Concepts Unlimited, Inc. | 1.31% | — | 18,592 | $1.5M |
| AMG National Trust Bank | 0.03% | Add +96.3% | 18,564 | $1.5M |
| Ashton Thomas Securities, LLC | 0.18% | Add +10.3% | 18,283 | $1.4M |
| Keybank National Association | 0.01% | Reduce -1.6% | 18,100 | $1.4M |
| Hershey Financial Advisers, LLC | 1.22% | Add +34.3% | 18,066 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +23.0% | 18,050 | $1.4M |
| Verum Partners LLC | 0.27% | Reduce -17.5% | 18,029 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.53% | Add +1.3% | 17,841 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.52% | No change | 17,772 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -2.9% | 17,679 | $1.4M |
| Womack Financial LLC | 1.02% | Reduce -5.9% | 17,677 | $1.4M |
| Ascent Wealth Partners, LLC | 0.16% | Reduce -28.9% | 17,456 | $1.4M |
| Argent Trust Co | 0.05% | Add +50.2% | 17,428 | $1.4M |
| Aegis Wealth Management LLC | 0.77% | Add +4.3% | 17,235 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.30% | Reduce -2.9% | 17,206 | $1.3M |
| Aries Wealth Management | 0.29% | Reduce -0.8% | 17,026 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | New | 16,986 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +22.2% | 16,889 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.44% | Reduce -4.0% | 16,700 | $1.3M |
| Syntegra Private Wealth Group, LLC | 0.12% | Reduce -2.0% | 16,620 | $1.3M |
| RCS Financial Planning, LLC | 0.67% | Reduce -0.1% | 16,461 | $1.3M |
| L.K. Benson & Company, P.C. | 0.42% | Add +0.5% | 16,373 | $1.3M |
| Gotham Asset Management | 0.00% | Add +36.9% | 16,292 | $1.3M |
| Legacy Solutions, LLC | 1.18% | Add +9.0% | 16,259 | $1.3M |
| Rockwood Wealth Management, LLC | 0.09% | Reduce -2.5% | 16,136 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -13.8% | 16,045 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +119.2% | 16,033 | $1.3M |
| BDFS Capital LLC | 0.60% | Reduce -0.3% | 16,006 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Add +207.7% | 15,912 | $1.2M |
| LongView Wealth Management | 0.31% | Reduce -21.5% | 15,860 | $1.2M |
| Guidance Capital, Inc. | 0.28% | Add +6.0% | 15,874 | $1.2M |
| Riverbend Wealth Management, LLC | 0.76% | Add +3.0% | 15,640 | $1.2M |
| Smithbridge Asset Management Inc. | 0.18% | New | 15,550 | $1.2M |
| Aureus Asset Management, LLC | 0.08% | Add +15.3% | 15,468 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.1% | 15,359 | $1.2M |
| TruNorth Capital Management, LLC | 0.23% | Add +9.1% | 15,224 | $1.2M |
| CVA Family Office, LLC | 0.13% | Add +9.3% | 15,207 | $1.2M |
| Global Financial Private Client, LLC | 0.39% | Reduce -0.1% | 15,138 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +0.5% | 15,056 | $1.2M |
| Schwartz Investment Counsel Inc. | 0.04% | No change | 15,000 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.16% | Add +0.9% | 14,739 | $1.2M |
| Rossby Financial, LCC | 0.24% | Reduce -5.8% | 14,700 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +3.8% | 14,571 | $1.1M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -5.7% | 14,491 | $1.1M |
| Hengehold Capital Management LLC | 0.10% | New | 14,425 | $1.1M |
| Motco | 0.10% | Reduce -39.7% | 14,397 | $1.1M |
| Transcendent Capital Group LLC | 0.51% | Reduce -0.3% | 14,340 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.04% | Add +293.1% | 14,299 | $1.1M |
| Secured Retirement Advisors, LLC | 0.63% | Reduce -40.5% | 14,289 | $1.1M |
| Hall Laurie J Trustee | 0.39% | No change | 14,267 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -7.7% | 14,060 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -3.5% | 13,956 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +12.3% | 13,844 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.66% | Reduce -2.3% | 13,830 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Reduce -18.8% | 13,744 | $1.1M |
| Seeds Investor LLC | 0.15% | New | 13,710 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +1.9% | 13,747 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -47.6% | 13,697 | $1.1M |
| Atlatl Advisers LLC | 0.79% | Reduce -72.0% | 13,591 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Reduce -23.4% | 13,588 | $1.1M |
| Southland Equity Partners LLC | 0.21% | Reduce -4.9% | 13,576 | $1.1M |
| Estate Counselors, LLC | 0.09% | Reduce -87.2% | 13,515 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Add +0.2% | 13,503 | $1.1M |
| McLaughlin Asset Management, Inc. | 1.00% | Add +91.8% | 13,323 | $1.0M |
| SHUTTLEWORTH & Co | 0.93% | Add +46.6% | 13,100 | $1.0M |
| Cumberland Advisors Inc. | 0.40% | Add +18.6% | 13,015 | $1.0M |
| Phil A. Younker & Associates, Ltd. | 0.66% | No change | 12,690 | $995K |
| Maridea Wealth Management LLC | 0.14% | Add +64.2% | 12,663 | $993K |
| Chapin Davis, Inc. | 0.22% | Reduce -0.7% | 12,592 | $987K |
| Unison Advisors LLC | 0.07% | Add +0.6% | 12,529 | $982K |
| Equity Investment Corp. | 0.02% | Add +0.7% | 12,479 | $978K |
| Amicus Financial Advisors, LLC | 0.27% | Add +14.0% | 12,453 | $976K |
| Arete Wealth Advisors, LLC | 0.07% | Add +6.9% | 12,438 | $975K |
| Jim Saulnier & Associates, LLC | 0.47% | Add +1.6% | 12,433 | $975K |
| Shepherd Financial Partners LLC | 0.09% | Reduce -7.5% | 12,367 | $970K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -14.3% | 12,245 | $960K |
| FSM Wealth Advisors, LLC | 0.12% | Add +78.9% | 12,039 | $944K |
| Pine Harbor Wealth Management, LLC | 0.28% | Reduce -23.3% | 11,959 | $938K |
| Saiph Capital, LLC | 0.35% | Add +0.2% | 11,921 | $935K |
| Vectors Research Management, LLC | 0.27% | Reduce -2.7% | 11,641 | $913K |
| Acorn Wealth Advisors, LLC | 0.27% | Add +3.3% | 11,629 | $912K |
| Allegiance Financial Group Advisory Services LLC | 0.18% | Reduce -20.9% | 11,546 | $905K |
| FMB Wealth Management | 0.37% | Reduce -3.7% | 11,533 | $904K |
| Principia Wealth Advisory, LLC | 0.51% | Add +11.7% | 11,499 | $902K |
| Legacy Financial Advisors, Inc. | 0.12% | Add +48.8% | 11,356 | $890K |
| Americana Partners, LLC | 0.02% | Add +1.0% | 11,354 | $890K |
| Tower Bridge Advisors | 0.08% | New | 11,157 | $875K |
| Powers Advisory Group, LLC | 0.31% | Reduce -0.7% | 11,153 | $874K |
| Archer Investment Corp | 0.19% | Reduce -2.6% | 11,114 | $871K |
| MBL Wealth, LLC | 0.07% | Reduce -1.2% | 11,105 | $871K |
| Opus Capital Group, LLC | 0.09% | No change | 11,095 | $870K |
| Armbruster Capital Management, Inc. | 0.14% | Add +78.5% | 11,087 | $869K |
| Generations Wealth, LLC | 0.84% | Reduce -10.6% | 11,051 | $867K |
| United Bank | 0.11% | No change | 11,034 | $865K |
| Center For Asset Management LLC | 0.43% | Add +6.5% | 11,029 | $865K |
| Cibc World Market Inc. | 0.00% | Add +0.2% | 11,004 | $863K |
| Texas Bank & Trust Co | 0.32% | Reduce -4.4% | 10,940 | $858K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +172.2% | 10,936 | $857K |
| TrustWell Financial Advisors, LLC | 0.80% | Add +0.1% | 10,904 | $855K |
| Gradient Capital Advisors, LLC | 0.22% | Add +2.1% | 10,894 | $854K |
| Operose Advisors LLC | 0.20% | Reduce -5.8% | 10,894 | $854K |
| Loudon Investment Management, LLC | 0.46% | No change | 10,801 | $847K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -18.6% | 10,769 | $844K |
| Andrews, Lucia Wealth Management LLC | 0.50% | Reduce -1.0% | 10,633 | $834K |
| SAM Advisors, LLC | 0.26% | Add +8.7% | 10,622 | $833K |
| Independent Family Office, LLC | 0.34% | Reduce -24.4% | 10,582 | $830K |
| Red Cedar Investment Management, LLC | 0.09% | No change | 10,560 | $828K |
| GC Wealth Management RIA, LLC | 0.03% | Add +2.8% | 10,511 | $824K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,505 | $824K |
| First PREMIER Bank | 0.19% | Reduce -9.2% | 10,496 | $823K |
| HBE Wealth Management, LLC | 0.71% | Add +1.6% | 10,462 | $820K |
| Maripau Wealth Management LLC | 0.36% | Reduce -0.4% | 10,461 | $820K |
| My Personal CFO, LLC | 0.36% | Reduce -4.8% | 10,420 | $817K |
| American Institute for Advanced Investment Management, LLP | 0.53% | Add +13.7% | 10,408 | $816K |
| Hillcrest Wealth Advisors - NY, LLC | 0.33% | No change | 10,374 | $813K |
| Forthright Family Wealth Advisory LLC | 0.54% | Add +91.1% | 10,525 | $807K |
| Emergent Wealth Advisors, LLC | 0.48% | New | 10,287 | $807K |
| Rock Point Advisors, LLC | 0.22% | Add +7.3% | 10,265 | $805K |
| Navigate Wealth Management, LLC | 0.56% | — | 10,152 | $796K |
| Stillwater Private Wealth, LLC | 0.67% | — | 10,131 | $794K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Add +4.2% | 10,100 | $792K |
| Krilogy Financial LLC | 0.03% | Add +105.3% | 10,097 | $791K |
| Eagle Strategies LLC | 0.09% | Add +24.5% | 10,072 | $790K |
| REAP Financial Group, LLC | 0.16% | Add +7.3% | 10,043 | $787K |
| Gridiron Partners, LLC | 0.48% | Add +13.6% | 9,993 | $781K |
| Lighthouse Wealth Management Inc. | 0.53% | Add +4.4% | 9,939 | $779K |
| Wellington-Altus USA Inc. | 0.46% | Reduce -4.0% | 9,940 | $774K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -23.8% | 9,875 | $774K |
| Flatrock Wealth Partners LLC | 0.35% | Add +0.3% | 9,855 | $773K |
| Cooper Financial Group | 0.08% | Reduce -4.2% | 9,841 | $772K |
| Leo Wealth, LLC | 0.06% | Reduce -16.2% | 9,810 | $769K |
| Alhambra Investment Management LLC | 0.35% | Add +13.1% | 9,775 | $766K |
| VERITY Wealth Advisors | 0.51% | Reduce -33.0% | 9,767 | $766K |
| ProVise Management Group, LLC | 0.05% | No change | 9,742 | $764K |
| First Manhattan Co. Llc. | 0.00% | Add +5.1% | 9,692 | $760K |
| Keudell/Morrison Wealth Management | 0.16% | Add +20.6% | 9,680 | $759K |
| Facet Wealth, Inc. | 0.01% | Add +211.7% | 9,664 | $758K |
| Asset Management Group, Inc. | 0.12% | Add +0.5% | 9,614 | $754K |
| Davidson Trust Co. | 0.32% | Reduce -2.5% | 9,592 | $752K |
| Phillip James Consulting Co. | 0.57% | New | 9,452 | $749K |
| Security National Bank | 0.11% | Add +163.3% | 9,484 | $744K |
| Zhang Financial LLC | 0.03% | Reduce -10.0% | 9,452 | $741K |
| Reston Wealth Management LLC | 0.23% | New | 9,440 | $740K |
| Clearstead Advisors, LLC | 0.01% | Add +24.1% | 9,419 | $739K |
| Quadrant Capital Group LLC | 0.02% | No change | 9,360 | $734K |
| ABLE Financial Group, LLC | 0.14% | Reduce -1.1% | 9,357 | $734K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.0% | 9,311 | $731K |
| Barrett & Company, Inc. | 0.25% | Reduce -10.6% | 9,302 | $729K |
| Van Cleef Asset Management,Inc | 0.08% | Reduce -1.9% | 9,248 | $725K |
| Physician Wealth Solutions Inc. | 0.30% | No change | 9,245 | $725K |
| Courier Capital LLC | 0.04% | Reduce -2.5% | 9,229 | $724K |
| Cornerstone Planning Group LLC | 0.10% | Reduce -10.7% | 9,269 | $723K |
| Legacy Advisors, LLC | 0.09% | New | 9,210 | $722K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -4.2% | 9,129 | $716K |
| VestGen Investment Management | 0.39% | Reduce -20.4% | 9,124 | $715K |
| Reyes Financial Architecture, Inc. | 0.58% | Add +0.7% | 9,085 | $712K |
| BCS Private Wealth Management, Inc. | 0.22% | Add +3.3% | 9,069 | $711K |
| Narus Financial Partners, LLC | 0.19% | Reduce -8.2% | 9,039 | $709K |
| International Private Wealth Advisors LLC | 0.43% | Add +6.3% | 9,018 | $707K |
| Ballast Financial Advisors LLC | 0.72% | Reduce -0.8% | 9,008 | $706K |
| Wealth Forward, LLC | 0.40% | No change | 9,001 | $706K |
| FSA Investment Group, LLC | 0.28% | Add +0.7% | 8,823 | $692K |
| Matisse Capital | 0.30% | Add +81.9% | 8,813 | $691K |
| Red Wave Investments LLC | 0.20% | Reduce -26.8% | 8,718 | $684K |
| Elevatus Welath Management | 0.35% | Reduce -2.8% | 8,497 | $666K |
| Burling Wealth Partners, LLC | 0.11% | Add +40.4% | 8,450 | $663K |
| Tumwater Wealth Management, LLC | 0.27% | No change | 8,421 | $660K |
| Tiemann Investment Advisors, LLC | 0.26% | No change | 8,318 | $652K |
| Chico Wealth RIA | 0.40% | Reduce -8.0% | 8,304 | $651K |
| Frank, Rimerman Advisors LLC | 0.04% | Reduce -55.8% | 8,287 | $650K |
| SCS Capital Management LLC | 0.01% | No change | 8,260 | $648K |
| Disciplined Investments, LLC | 0.23% | Reduce -6.6% | 8,208 | $644K |
| Brookmont Capital Management | 0.36% | Add +14.2% | 8,191 | $642K |
| McClarren Financial Advisors, Inc. | 0.38% | New | 8,107 | $636K |
| Fiera Capital Corp | 0.00% | Reduce -21.0% | 8,070 | $633K |
| Buck Wealth Strategies, LLC | 0.08% | Reduce -6.1% | 8,060 | $632K |
| Sequent Planning LLC | 0.15% | Add +158.7% | 8,051 | $631K |
| Madden Advisory Services, Inc. | 0.25% | Add +97.3% | 7,963 | $624K |
| Sandy Cove Advisors, LLC | 0.19% | Reduce -3.6% | 7,951 | $623K |
| Guardsman Private Capital Management, Inc. | 0.49% | No change | 7,932 | $622K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -39.5% | 7,911 | $620K |
| SRH Advisors, LLC | 0.17% | No change | 7,695 | $603K |
| Burney Co./ | 0.02% | Add +0.3% | 7,685 | $603K |
| Wetzel Investment Advisors, Inc. | 0.24% | Add +68.0% | 7,628 | $598K |
| Laurel Oak Wealth Management, LLC | 0.10% | Add +2.7% | 7,628 | $598K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +0.2% | 7,621 | $598K |
| Altiora Financial Group, LLC | 0.10% | New | 7,542 | $591K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -54.3% | 7,525 | $590K |
| Moneco Advisors, LLC | 0.05% | Reduce -6.5% | 7,523 | $590K |
| Team Financial Group, LLC | 0.27% | Reduce -7.2% | 7,494 | $588K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.3% | 7,491 | $587K |
| Bluespring Wealth Management, LLC | 0.05% | Add +2.6% | 7,483 | $587K |
| Serenity Investment Advisors | 0.27% | New | 7,500 | $584K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 7,369 | $578K |
| Cauble & Harre Wealth Management, Inc. | 0.46% | Reduce -0.6% | 7,378 | $575K |
| Baker Ellis Asset Management LLC | 0.07% | Add +46.0% | 7,300 | $572K |
| Seven Mile Advisory | 0.41% | Reduce -59.5% | 7,294 | $572K |
| RIA Advisory Group LLC | 0.14% | Reduce -5.2% | 7,280 | $571K |
| 2UniFi Bank | 0.28% | Add +24.4% | 7,261 | $569K |
| Gibraltar Capital Management, Inc. | 0.10% | Reduce -0.5% | 7,250 | $568K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +3.3% | 7,244 | $568K |
| Wbi Investments, LLC | 0.16% | New | 7,238 | $568K |
| Millington Securities, LLC | 0.16% | — | 7,238 | $568K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -2.2% | 7,185 | $563K |
| Regions Financial Corp. | 0.00% | Reduce -22.7% | 7,175 | $563K |
| Tortoise Investment Management, LLC | 0.05% | Add +6.2% | 7,159 | $561K |
| Summit Financial, LLC | 0.01% | Add +20.4% | 7,097 | $556K |
| Trilogy Capital Inc. | 0.02% | No change | 7,084 | $555K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.2% | 7,050 | $553K |
| Minot DeBlois Advisors LLC | 0.50% | Reduce -9.5% | 7,007 | $549K |
| BridgePort Financial Solutions, LLC | 0.16% | Add +111.8% | 6,993 | $548K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -7.6% | 6,987 | $548K |
| Samalin Investment Counsel, LLC | 0.20% | Add +0.6% | 6,973 | $547K |
| SpringVest Wealth Management LLC | 0.37% | Reduce -0.0% | 6,973 | $547K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +6.8% | 6,954 | $545K |
| Bessemer Group Inc. | 0.00% | Reduce -20.4% | 6,947 | $545K |
| Beacon Financial Advisory LLC | 0.12% | Add +52.8% | 6,913 | $542K |
| Accelerate Investment Advisors LLC | 0.36% | Reduce -23.9% | 6,902 | $541K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,900 | $541K |
| XY Planning Network, Inc. | 0.09% | Add +102.0% | 6,904 | $540K |
| Life Planning Partners, Inc | 0.41% | No change | 6,861 | $538K |
| Hilltop Holdings Inc. | 0.05% | Reduce -71.1% | 6,837 | $536K |
| Capital City Trust Co. | 0.12% | Add +164.3% | 6,814 | $534K |
| Summit Wealth Group, LLC | 0.12% | Add +0.4% | 6,794 | $533K |
| Barnes Wealth Management Group, Inc | 0.27% | Add +24.2% | 6,791 | $533K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -7.1% | 6,789 | $532K |
| BCS Wealth Management | 0.11% | Reduce -51.5% | 6,780 | $532K |
| Two West Capital Advisors LLC | 0.28% | Add +2.3% | 6,760 | $529K |
| Donalies Financial Planning, LLC | 0.45% | Add +42.0% | 6,734 | $528K |
| RoundAngle Advisors LLC | 0.39% | Add +2.1% | 6,724 | $527K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 6,717 | $527K |
| Chatham Capital Group, Inc. | 0.08% | Reduce -2.9% | 6,714 | $526K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.5% | 6,701 | $525K |
| William John Sempolinski | 0.26% | No change | 6,691 | $525K |
| Breakwater Investment Management | 0.19% | No change | 6,664 | $523K |
| Diversify Wealth Management, LLC | 0.01% | Add +20.0% | 6,680 | $522K |
| Hurlow Wealth Management Group, Inc. | 0.12% | No change | 6,658 | $522K |
| Townsend Financial Planning, LLC | 0.50% | Reduce -0.4% | 6,654 | $522K |
| CWS Financial Advisors, LLC | 0.13% | Add +116.5% | 6,632 | $520K |
| Bridgewealth Advisory Group, LLC | 0.11% | New | 6,587 | $517K |
| Integrated Wealth Management | 0.59% | Reduce -1.1% | 6,559 | $514K |
| LBMC Investment Advisors, LLC | 0.03% | Reduce -4.7% | 6,552 | $514K |
| HCR Wealth Advisors | 0.05% | Reduce -23.8% | 6,512 | $511K |
| Wiregrass Investment Management LLC | 0.42% | No change | 6,500 | $510K |
| World Equity Group, Inc. | 0.13% | Add +1.5% | 6,957 | $508K |
| Cogent Strategic Wealth LLC | 0.52% | Add +5.3% | 6,473 | $508K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.4% | 6,405 | $502K |
| Quantinno Capital Management LP | 0.00% | Add +56.6% | 6,400 | $502K |
| Franklin Resources Inc. | 0.00% | Reduce -15.3% | 6,394 | $501K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.2% | 6,372 | $500K |
| Spinnaker Trust | 0.03% | No change | 6,366 | $499K |
| Hiley Hunt Wealth Management | 0.22% | Add +1.5% | 6,352 | $498K |
| Redwood Investment Management, LLC | 0.06% | Reduce -8.3% | 6,351 | $498K |
| Webster Bank, N. A. | 0.05% | No change | 6,346 | $498K |
| Valeo Financial Advisors, LLC | 0.01% | New | 6,340 | $497K |
| Simplicity Wealth,LLC | 0.03% | Add +32.9% | 6,338 | $497K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.6% | 6,330 | $495K |
| Continuum Advisory, LLC | 0.05% | Add +2.7% | 6,273 | $492K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +5.6% | 6,255 | $490K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -3.0% | 6,230 | $489K |
| Olde Wealth Management, LLC | 0.15% | Add +0.1% | 6,174 | $484K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -8.9% | 6,131 | $481K |
| Ritholtz Wealth Management | 0.01% | Add +0.2% | 6,126 | $480K |
| Argus Investors' Counsel, Inc. | 0.43% | Reduce -19.6% | 6,101 | $478K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -7.0% | 6,087 | $477K |
| A. D. Beadell Investment Counsel, Inc. | 0.30% | Add +0.0% | 6,061 | $475K |
| Ruedi Wealth Management, Inc. | 0.12% | Reduce -1.4% | 6,043 | $474K |
| Intergy Private Wealth, LLC | 0.14% | Add +5.2% | 6,025 | $472K |
| NorthStar Asset Management LLC | 0.23% | Reduce -0.1% | 6,024 | $472K |
| Moors & Cabot, Inc. | 0.02% | Add +10.8% | 6,014 | $472K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.6% | 5,996 | $470K |
| Baron Financial Group, LLC | 0.25% | Reduce -4.7% | 5,985 | $469K |
| Vestia Personal Wealth Advisors | 0.22% | Add +4.0% | 5,980 | $469K |
| Range Advisory, LLC | 0.09% | Add +20.0% | 5,950 | $467K |
| AdvisorNet Financial, Inc | 0.02% | Add +16.2% | 5,937 | $466K |
| Delta Financial Advisors LLC | 0.12% | Add +0.2% | 5,925 | $465K |
| Midwest Capital Advisors, LLC | 0.22% | Reduce -0.1% | 5,923 | $464K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.2% | 5,912 | $464K |
| James Investment Research, Inc. | 0.05% | Reduce -9.4% | 5,911 | $463K |
| Montecito Bank & Trust | 0.08% | Reduce -19.8% | 5,863 | $460K |
| Sidoxia Capital Management, LLC | 0.40% | — | 5,857 | $459K |
| Livet Wealth, LLC | 0.29% | Add +21.1% | 5,834 | $457K |
| APS Management Group, Inc. | 0.39% | Add +1.8% | 5,813 | $456K |
| Liberty Wealth Management LLC | 0.06% | Add +9.2% | 5,800 | $455K |
| Shayne & Jacobs, LLC | 0.14% | No change | 5,775 | $453K |
| United Advisor Group, LLC | 0.06% | Reduce -7.3% | 5,769 | $452K |
| Reicon Wealth Advisors, LLC | 0.35% | No change | 5,750 | $451K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | New | 5,740 | $450K |
| LVW Advisors, LLC | 0.04% | Add +36.2% | 5,737 | $450K |
| Ballentine Capital Advisors, Inc | 0.18% | Add +0.9% | 5,690 | $446K |
| Potomac Fund Management Inc. | 0.02% | Add +2.2% | 5,688 | $446K |
| CogentBlue Wealth Advisors, LLC | 0.30% | Reduce -18.4% | 5,673 | $445K |
| Ignite Planners, LLC | 0.07% | No change | 5,672 | $445K |
| Bridgelight Financial Advisors, Inc. | 0.38% | Reduce -4.0% | 5,665 | $444K |
| Pointe Capital Management LLC | 0.22% | Reduce -3.4% | 5,660 | $444K |
| German American Bancorp, Inc. | 0.04% | No change | 5,623 | $441K |
| Alamar Capital Management, LLC | 0.27% | Reduce -29.6% | 5,615 | $440K |
| Reliant Investment Partners, LLC | 0.36% | Reduce -8.8% | 5,610 | $440K |
| Simmons Bank | 0.03% | Add +44.1% | 5,602 | $439K |
| VSM Wealth Advisory, LLC | 0.13% | Reduce -8.8% | 5,585 | $438K |
| Mullaney, Keating & Wright, Inc. | 0.24% | Add +5.5% | 5,585 | $438K |
| Revisor Wealth Management LLC | 0.12% | Add +12.7% | 5,566 | $436K |
| Wick Capital Partners, LLC | 0.08% | Reduce -18.0% | 5,542 | $435K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -0.3% | 5,538 | $434K |
| Rialto Wealth Management, LLC | 0.10% | Add +11.7% | 5,478 | $430K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -4.4% | 5,463 | $428K |
| Winter & Associates, Inc. | 0.37% | Reduce -11.1% | 5,444 | $425K |
| Edgestream Partners, L.P. | 0.01% | Reduce -82.3% | 5,373 | $421K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | Reduce -13.0% | 5,368 | $421K |
| Nova R Wealth, Inc. | 0.13% | Add +0.6% | 5,342 | $419K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.6% | 5,308 | $416K |
| Hardworking Capital Advisors, LLC | 0.39% | Add +2.2% | 5,300 | $416K |
| Mainstream Capital Management LLC | 0.28% | Add +1.0% | 5,298 | $415K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -0.9% | 5,281 | $414K |
| Cambridge Capital Management, LLC | 0.18% | Reduce -6.7% | 5,269 | $413K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -11.0% | 5,260 | $412K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $407K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.3% | 5,191 | $407K |
| Wealth Advisory Solutions, LLC | 0.09% | Reduce -1.4% | 5,189 | $407K |
| Centaurus Financial, Inc. | 0.02% | Add +24.1% | 5,174 | $406K |
| Alexander Labrunerie & Co., Inc. | 0.15% | No change | 5,170 | $405K |
| TBH Global Asset Management, LLC | 0.08% | Reduce -3.7% | 5,164 | $405K |
| Hoge Financial Services, LLC | 0.21% | Add +5.8% | 5,122 | $402K |
| Nomura Asset Management International Inc. | 0.00% | No change | 5,110 | $401K |
| WoodTrust Financial Corp | 0.05% | Reduce -63.3% | 5,094 | $399K |
| Topsail Wealth Management, LLC | 0.06% | Add +0.6% | 5,065 | $397K |
| Accretive Wealth Partners, LLC | 0.11% | New | 5,059 | $397K |
| Midwest Trust Co | 0.00% | Add +14.2% | 5,049 | $396K |
| Investment Advisory Group, LLC | 0.10% | Add +15.7% | 5,037 | $395K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -3.1% | 5,019 | $394K |
| DMKC Advisory Services, LLC | 0.16% | New | 5,016 | $393K |
| Integrity Alliance, Llc. | 0.01% | Add +1.1% | 5,008 | $393K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -33.1% | 5,001 | $392K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.9% | 4,980 | $390K |
| Bar Harbor Wealth Management | 0.02% | No change | 4,979 | $390K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 4,955 | $389K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +0.5% | 4,921 | $386K |
| Hyundai Investments Co., Ltd. | 0.43% | Reduce -19.0% | 4,903 | $384K |
| Elmwood Wealth Management, Inc. | 0.11% | No change | 4,893 | $384K |
| DUTCH ASSET Corp | 0.26% | Reduce -29.6% | 4,891 | $384K |
| Monument Group Wealth Advisors, LLC | 0.21% | Add +23.5% | 4,844 | $380K |
| Meadowbrook Advisors Group, LLC | 0.22% | No change | 4,797 | $376K |
| EFG International AG | 0.01% | New | 4,779 | $375K |
| Lynx Investment Advisory | 0.18% | New | 4,774 | $374K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,764 | $374K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.0% | 4,750 | $372K |
| Lodestar Private Asset Management LLC | 0.04% | Add +27.7% | 4,731 | $371K |
| Biltmore Family Office, LLC | 0.05% | Add +11.7% | 4,708 | $369K |
| Raleigh Capital Management Inc. | 0.13% | Add +7.8% | 4,705 | $369K |
| Wynn Capital, LLC | 0.19% | No change | 4,700 | $369K |
| Private Trust Co. NA | 0.03% | Reduce -10.5% | 4,651 | $365K |
| Retireful, LLC | 0.51% | New | 4,644 | $364K |
| Envision Financial Planning, LLC | 0.13% | Add +20.3% | 4,631 | $363K |
| SeaBridge Investment Advisors LLC | 0.06% | Reduce -2.3% | 4,620 | $362K |
| Miller Capital Partners, Inc. | 0.17% | No change | 4,595 | $360K |
| Wedmont Private Capital | 0.01% | New | 4,585 | $359K |
| PMG Wealth Management, Inc. | 0.26% | Reduce -30.3% | 4,593 | $359K |
| S.A. Mason LLC | 0.13% | Reduce -0.5% | 4,575 | $359K |
| Sovran Advisors, LLC | 0.03% | Add +15.6% | 4,580 | $359K |
| Vance Wealth, LLC | 0.10% | Add +0.4% | 4,560 | $358K |
| Dravo Bay LLC | 0.14% | Add +0.0% | 4,539 | $356K |
| Pacific Point Advisors, LLC | 0.19% | No change | 4,537 | $356K |
| Curi Capital, LLC | 0.01% | Reduce -55.2% | 4,509 | $354K |
| Davis R M Inc. | 0.01% | No change | 4,500 | $353K |
| Twin City Private Wealth, LLC | 0.27% | Reduce -0.5% | 4,492 | $352K |
| Maia Wealth LLC | 0.06% | Add +2.9% | 4,470 | $350K |
| Keener Financial Planning LLC | 0.15% | Reduce -1.7% | 4,465 | $350K |
| Element Pointe Advisors, LLC | 0.07% | No change | 4,441 | $348K |
| Clientfirst Wealth Management, LLC | 0.29% | No change | 4,437 | $348K |
| Advus Financial Partners, LLC | 0.09% | Reduce -26.1% | 4,423 | $347K |
| Rothschild Wealth LLC | 0.03% | Reduce -37.3% | 4,422 | $347K |
| Private Management Group Inc. | 0.01% | No change | 4,420 | $347K |
| Capital Advisors Inc. | 0.01% | Reduce -0.8% | 4,401 | $345K |
| Creative Financial Designs Inc. | 0.02% | Reduce -20.7% | 4,378 | $343K |
| Fund Evaluation Group, LLC | 0.01% | Add +2.3% | 4,372 | $343K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +67.5% | 4,371 | $343K |
| Connors Investor Services Inc. | 0.03% | Add +4.5% | 4,369 | $343K |
| Chemistry Wealth Management LLC | 0.06% | No change | 4,304 | $337K |
| 55 North Private Wealth, LLC | 0.09% | Reduce -4.4% | 4,301 | $337K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +27.3% | 4,290 | $336K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.4% | 4,269 | $335K |
| J.M. Arbour, LLC | 0.32% | Add +8.9% | 4,269 | $335K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 4,240 | $332K |
| Nabity-Jensen Investment Management Inc | 0.23% | No change | 4,238 | $332K |
| American Trust | 0.03% | Add +3.4% | 4,193 | $329K |
| Valley Financial Group, Inc. | 0.18% | Reduce -38.5% | 4,191 | $329K |
| Hippocratic Financial Advisors, LLC | 0.14% | New | 4,179 | $328K |
| Money Concepts Capital Corp. | 0.02% | Add +8.0% | 4,172 | $327K |
| Mosley Wealth Management | 0.15% | Reduce -16.1% | 4,140 | $327K |
| Frontier Asset Management, LLC | 0.07% | Reduce -1.2% | 4,160 | $326K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 4,134 | $324K |
| Milestone Investment Advisors LLC | 0.08% | Add +14.1% | 4,116 | $323K |
| Anchor Investment Management, LLC | 0.03% | Reduce -2.8% | 4,110 | $322K |
| Forefront Wealth Partners, LLC | 0.13% | Reduce -12.3% | 4,095 | $321K |
| Strategic Blueprint, LLC | 0.02% | Add +24.1% | 4,082 | $320K |
| V2 Financial group LLC | 0.15% | No change | 4,055 | $318K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +11.6% | 4,038 | $317K |
| Hanover Advisors Inc. | 0.13% | No change | 4,013 | $315K |
| Claris Financial LLC | 0.17% | Reduce -14.5% | 4,005 | $314K |
| Davidson Investment Advisors | 0.01% | No change | 4,000 | $314K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.6% | 3,990 | $313K |
| Vines Capital Management, LLC | 0.31% | Reduce -2.8% | 3,987 | $313K |
| Keb Asset Management, LLC | 0.06% | Reduce -0.5% | 3,987 | $313K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Add +1.9% | 3,972 | $311K |
| Blue Chip Partners, LLC | 0.02% | Add +0.6% | 3,966 | $311K |
| Roan Capital Partners | 0.29% | — | 3,946 | $309K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +10.0% | 3,936 | $309K |
| Modern Wealth Management, LLC | 0.01% | Reduce -41.8% | 3,930 | $307K |
| Beckerman Institutional, LLC | 0.16% | No change | 3,891 | $305K |
| Altar Rock LLC | 0.36% | No change | 3,883 | $304K |
| Penney Financial, LLC | 0.12% | Reduce -0.1% | 3,861 | $303K |
| Clear Wave Wealth Management LLC | 0.08% | — | 3,859 | $303K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | No change | 3,855 | $302K |
| Invictus Private Wealth, LLC | 0.02% | Add +25.8% | 3,843 | $301K |
| Fisher Asset Management | 0.00% | Reduce -47.9% | 3,785 | $297K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 3,783 | $297K |
| MidFirst Bank | 0.02% | No change | 3,750 | $294K |
| Davis Wealth Advisors, LLC | 0.24% | Add +0.3% | 3,743 | $294K |
| Verde Capital Management | 0.06% | Add +0.3% | 3,738 | $293K |
| Silver Grove Financial Group, Inc. | 0.24% | Reduce -4.2% | 3,731 | $293K |
| Stevens Capital Partners | 0.07% | New | 3,717 | $291K |
| Coastwise Capital Group, LLC | 0.16% | Reduce -7.0% | 3,708 | $291K |
| Aspiriant, LLC | 0.01% | Reduce -25.6% | 3,701 | $290K |
| Diversified Trust Co. | 0.01% | Add +11.4% | 3,681 | $289K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -1.4% | 3,681 | $289K |
| Warner Financial, Inc. | 0.10% | Add +0.0% | 3,649 | $286K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -0.3% | 3,641 | $285K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 3,620 | $284K |
| Glenview Trust Co | 0.00% | New | 3,594 | $282K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 3,585 | $281K |
| Sonoma Private Wealth LLC | 0.35% | Reduce -6.4% | 3,582 | $281K |
| Capital Advisor Network LLC | 0.39% | — | 3,580 | $281K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -1.9% | 3,568 | $280K |
| Shepherd Street Advisors LLC | 0.27% | Reduce -15.2% | 3,554 | $279K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,548 | $278K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,547 | $278K |
| Watchman Group, Inc. | 0.07% | Add +0.1% | 3,532 | $277K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -67.4% | 3,527 | $277K |
| Genesis Private Wealth, LLC | 0.09% | Add +9.8% | 3,519 | $276K |
| McIlrath & Eck, LLC | 0.02% | Add +8.1% | 3,497 | $274K |
| Libra Wealth LLC | 0.08% | Add +34.0% | 3,496 | $274K |
| SVB Wealth LLC | 0.02% | Reduce -19.3% | 3,486 | $273K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 3,483 | $273K |
| Squire Investment Management Company, LLC | 0.08% | Reduce -36.9% | 3,466 | $272K |
| Prospera Capital Management, LLC | 0.14% | Add +0.4% | 3,474 | $272K |
| LJI Wealth Management, LLC | 0.04% | Reduce -20.4% | 3,448 | $270K |
| EnRich Financial Partners LLC | 0.07% | Reduce -9.2% | 3,430 | $269K |
| Belpointe Asset Management LLC | 0.01% | New | 3,429 | $269K |
| Rather & Kittrell, Inc. | 0.04% | New | 3,416 | $268K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $266K |
| Tennessee Valley Asset Management Partners | 0.04% | New | 3,387 | $266K |
| RiverGlades Family Offices LLC | 0.16% | — | 3,380 | $265K |
| E&G Advisors, LLC | 0.06% | No change | 3,370 | $264K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Add +3.3% | 3,368 | $264K |
| Mainsail Asset Management, LLC | 0.12% | Reduce -64.5% | 3,367 | $264K |
| Meridian Investment Counsel Inc. | 0.06% | Reduce -8.8% | 3,366 | $264K |
| Dunhill Financial, LLC | 0.06% | New | 3,363 | $264K |
| BIP Wealth, LLC | 0.01% | Reduce -94.5% | 3,362 | $264K |
| Balentine LLC | 0.01% | Reduce -13.2% | 3,359 | $263K |
| Churchill Financial Advisors, LLC | 0.06% | Reduce -3.3% | 3,347 | $262K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 3,340 | $262K |
| Elm Partners Management LLC | 0.01% | New | 3,341 | $262K |
| Brookwood Investment Group LLC | 0.03% | Reduce -7.7% | 3,322 | $260K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -0.5% | 3,323 | $260K |
| Elgethun Capital Management | 0.04% | No change | 3,310 | $260K |
| Red Tortoise LLC | 0.11% | Add +5.5% | 3,288 | $258K |
| Ascension Capital Advisors, Inc. | 0.08% | New | 3,285 | $258K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +6.7% | 3,275 | $257K |
| Richards, Merrill & Peterson, Inc. | 0.09% | Add +54.1% | 3,267 | $256K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +27.6% | 3,258 | $255K |
| Richardson Financial Services Inc. | 0.16% | Add +10.2% | 3,255 | $255K |
| WealthPlan Investment Management, LLC | 0.01% | New | 3,244 | $254K |
| Aufman Associates Inc | 0.12% | Add +0.5% | 3,232 | $253K |
| SBI Securities Co., Ltd. | 0.01% | Add +5.2% | 3,229 | $253K |
| Washington Trust Bank | 0.02% | Reduce -26.2% | 3,221 | $253K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1262.3% | 3,215 | $252K |
| Collaborative Wealth Managment Inc. | 0.12% | New | 3,188 | $250K |
| Fort Point Capital Partners LLC | 0.03% | No change | 3,183 | $250K |
| Tenon Financial LLC | 0.10% | Add +0.6% | 3,176 | $249K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -24.9% | 3,143 | $246K |
| Comprehensive Money Management Services LLC | 0.16% | No change | 3,140 | $246K |
| Kelly Financial Services LLC | 0.06% | Reduce -10.6% | 3,124 | $245K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 3,123 | $245K |
| Lansing Street Advisors | 0.06% | New | 3,120 | $245K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +0.1% | 3,108 | $244K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +2.4% | 3,078 | $241K |
| Axis Wealth Partners, LLC | 0.13% | Add +6.1% | 3,076 | $241K |
| BNC Wealth Management, LLC | 0.07% | Reduce -2.6% | 3,064 | $240K |
| Seelaus Asset Management LLC | 0.17% | New | 3,050 | $239K |
| Greenup Street Wealth Management LLC | 0.03% | New | 3,050 | $239K |
| Bell Bank | 0.01% | Reduce -84.5% | 3,049 | $239K |
| Meritas Wealth Management, LLC | 0.11% | Add +1.0% | 3,026 | $237K |
| 21 West Wealth Management LLC | 0.22% | Reduce -20.1% | 3,024 | $237K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,017 | $237K |
| Guardian Asset Advisors, LLC | 0.14% | Reduce -8.4% | 2,997 | $235K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +0.6% | 2,994 | $235K |
| McNamara Financial Services, Inc. | 0.04% | Add +6.2% | 2,993 | $235K |
| Legacy PCG, LLC | 1.28% | Reduce -27.2% | 2,987 | $234K |
| Proactive Wealth Strategies LLC | 0.04% | New | 2,979 | $234K |
| Portland Financial Advisors Inc | 0.48% | New | 2,971 | $233K |
| American Capital Advisory, LLC | 0.09% | Reduce -15.4% | 2,966 | $233K |
| CDKV Holdings LLC | 0.20% | Reduce -9.2% | 2,961 | $232K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +0.1% | 2,961 | $232K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $231K |
| HORAN Wealth, LLC | 0.02% | New | 2,917 | $229K |
| Wolff Financial Management LLC | 0.05% | Add +0.4% | 2,913 | $228K |
| Towerpoint Wealth, LLC | 0.09% | No change | 2,911 | $228K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 2,907 | $228K |
| TrueWealth Financial Partners | 0.09% | New | 2,895 | $227K |
| Windsor Capital Management, LLC | 0.07% | No change | 2,895 | $227K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,884 | $226K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.3% | 2,872 | $225K |
| Retirement Guys Formula LLC | 0.10% | Reduce -17.6% | 2,887 | $225K |
| Nautilus Advisors LLC | 0.15% | Reduce -24.6% | 2,866 | $225K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 2,855 | $224K |
| Financially in Tune, LLC | 0.19% | New | 2,831 | $222K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -17.3% | 2,817 | $221K |
| Trustmark Bank Trust Department | 0.01% | Add +10.3% | 2,815 | $221K |
| Howe & Rusling Inc. | 0.01% | No change | 2,813 | $221K |
| Addison Capital Co | 0.04% | New | 2,811 | $220K |
| Wincap Financial LLC | 0.15% | Reduce -1.4% | 2,799 | $219K |
| OLIO Financial Planning | 0.06% | Add +3.8% | 2,766 | $217K |
| Sterling Wealth Management, Inc. | 0.06% | No change | 2,748 | $215K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -60.9% | 2,735 | $214K |
| Smith Thornton Advisors LLC | 0.11% | No change | 2,728 | $214K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 2,725 | $214K |
| Tucker Asset Management LLC | 0.06% | New | 2,723 | $214K |
| NCM Capital Management, LLC | 0.08% | Reduce -6.0% | 2,718 | $213K |
| Goldstein Advisors, LLC | 0.02% | New | 2,711 | $213K |
| Moseley Investment Management Inc. | 0.07% | New | 2,703 | $212K |
| Triumph Capital Management | 0.04% | Reduce -11.9% | 2,697 | $211K |
| Atlas Wealth Partners, LLC | 0.22% | No change | 2,686 | $211K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,694 | $211K |
| Opinicus Capital, Inc. | 0.15% | Add +0.8% | 2,662 | $209K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | No change | 2,660 | $209K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,655 | $208K |
| Brooks, Moore & Associates, Inc. | 0.10% | Add +2.1% | 2,650 | $208K |
| Occidental Asset Management, LLC | 0.02% | New | 2,649 | $208K |
| American Money Management, LLC | 0.03% | Reduce -1.6% | 2,632 | $206K |
| Granite FO LLC | 0.12% | No change | 2,628 | $206K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +15.5% | 2,599 | $204K |
| Jane Street Group, LLC | 0.00% | New | 2,598 | $204K |
| Arcadia Wealth Management, Inc. | 0.11% | No change | 2,584 | $203K |
| Kera Capital Partners, Inc. | 0.02% | Add +0.2% | 2,584 | $203K |
| FDx Advisors, Inc. | 0.06% | Add +0.3% | 2,568 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $196K |
| Murphy & Mullick Capital Management Corp | 0.14% | No change | 2,489 | $195K |
| Lummis Asset Management, LP | 0.12% | No change | 2,460 | $193K |
| Pinney & Scofield, Inc. | 0.10% | Add +2.2% | 2,407 | $189K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -29.6% | 2,375 | $186K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.6% | 2,382 | $186K |
| Ares Financial Consulting, LLC | 0.14% | No change | 2,300 | $180K |
| Blume Capital Management, Inc. | 0.03% | New | 2,200 | $173K |
| Legacy Wealth Managment, LLC | 0.08% | Add +17.6% | 2,050 | $161K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,890 | $150K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.1% | 1,852 | $145K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 1,825 | $141K |
| ESL Trust Services, LLC | 0.03% | Reduce -20.4% | 1,780 | $140K |
| Hills Bank & Trust Co | 0.01% | No change | 1,777 | $139K |
| WPG Advisers, LLC | 0.10% | No change | 1,764 | $138K |
| Beacon Financial Strategies CORP | 0.08% | Reduce -9.8% | 1,704 | $134K |
| Colonial Trust Co / SC | 0.02% | Add +31.2% | 1,656 | $130K |
| Addison Advisors LLC | 0.03% | No change | 1,652 | $130K |
| Coastline Trust Co | 0.01% | No change | 1,650 | $129K |
| Ameriflex Group, Inc. | 0.07% | Reduce -0.7% | 1,644 | $129K |
| Kelleher Financial Advisors | 0.03% | No change | 1,632 | $128K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,530 | $120K |
| Ironwood Wealth Management, LLC. | 0.03% | Add +56.1% | 1,511 | $118K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +564.4% | 1,495 | $118K |
| Curio Wealth, LLC | 0.04% | No change | 1,442 | $113K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 1,431 | $112K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,429 | $112K |
| Founders Financial Alliance, LLC | 0.02% | Add +21.4% | 1,427 | $112K |
| Community Bank, N.A. | 0.01% | Reduce -48.0% | 1,350 | $106K |
| Gilpin Wealth Management, LLC | 0.08% | Reduce -6.3% | 1,340 | $105K |
| First Pacific Financial | 0.01% | Add +39.8% | 1,311 | $103K |
| Pacifica Partners Inc. | 0.03% | No change | 1,292 | $101K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +21.6% | 1,269 | $99K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.6% | 1,256 | $99K |
| Clayton Financial Group LLC | 0.05% | No change | 1,229 | $96K |
| Global Trust Asset Management, LLC | 0.03% | No change | 1,147 | $90K |
| WealthShield Partners, LLC | 0.01% | Reduce -1.0% | 1,134 | $89K |
| Front Row Advisors LLC | 0.03% | No change | 1,132 | $89K |
| Millstone Evans Group, LLC | 0.05% | No change | 1,121 | $88K |
| JNBA Financial Advisors | 0.01% | No change | 1,115 | $87K |
| Robinson Value Management, Ltd. | 0.05% | No change | 1,066 | $84K |
| Clean Yield Group | 0.02% | No change | 1,064 | $83K |
| Align Financial, LLC | 0.05% | Reduce -98.7% | 1,059 | $83K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +181.5% | 1,050 | $82K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 1,019 | $80K |
| WealthCollab, LLC | 0.03% | No change | 1,018 | $80K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 993 | $78K |
| Sachetta, LLC | 0.04% | Add +1.5% | 987 | $77K |
| Wellington Grp LLC | 0.02% | Add +54.1% | 968 | $76K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +1.1% | 963 | $76K |
| LM Advisors LLC | 0.42% | Reduce -0.5% | 5,856 | $75K |
| Sound Income Strategies, LLC | 0.00% | Add +78.8% | 937 | $73K |
| Birchwood Financial Partners, Inc. | 0.07% | No change | 900 | $71K |
| DecisionPoint Financial, LLC | 0.02% | No change | 891 | $70K |
| Trust Co. of Toledo NA | 0.01% | Add +79.3% | 891 | $70K |
| Evolution Wealth Management Inc. | 0.05% | Add +13.8% | 874 | $69K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 870 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 847 | $66K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -7.1% | 825 | $65K |
| JPL Wealth Management, LLC | 0.01% | New | 820 | $64K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -18.8% | 787 | $62K |
| Tompkins Financial Corp. | 0.00% | Add +224.1% | 768 | $60K |
| Pacific Center for Financial Services | 0.02% | Add +12.8% | 766 | $60K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 741 | $58K |
| Creative Capital Management Investments LLC | 0.02% | No change | 737 | $58K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $55K |
| Morse Asset Management, Inc | 0.01% | Reduce -53.3% | 700 | $55K |
| Crewe Advisors LLC | 0.00% | No change | 679 | $53K |
| Caitlin John, LLC | 0.03% | Reduce -35.4% | 674 | $53K |
| Godfrey Financial Associates, Inc. | 0.05% | Reduce -11.2% | 671 | $53K |
| Ankerstar Wealth, LLC | 0.06% | No change | 667 | $52K |
| Glen Eagle Advisors, LLC | 0.01% | Add +71.1% | 664 | $52K |
| Alerus Financial NA | 0.00% | New | 646 | $51K |
| CENTRAL TRUST Co | 0.00% | No change | 634 | $50K |
| SHP Wealth Management | 0.00% | New | 627 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 621 | $49K |
| Signature Equity Partners, LLC | 0.03% | Add +44.1% | 611 | $48K |
| Orion Capital Management LLC | 0.02% | Reduce -1.8% | 599 | $47K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.3% | 596 | $47K |
| St Germain D J Co. Inc. | 0.00% | New | 568 | $45K |
| Bayban | 0.04% | Reduce -34.9% | 565 | $44K |
| Marshall Investment Management, LLC | 0.02% | New | 553 | $43K |
| Westwind Capital | 0.01% | New | 530 | $42K |
| Mather Group, Llc. | 0.00% | New | 516 | $40K |
| Y.D. More Investments Ltd | 0.00% | No change | 508 | $40K |
| Horrell Capital Management, Inc. | 0.02% | No change | 485 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 467 | $37K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -57.5% | 450 | $35K |
| Timmons Wealth Management, LLC | 0.03% | Add +9.6% | 444 | $35K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 442 | $35K |
| Golden State Wealth Management, LLC | 0.00% | Add +204.2% | 438 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 427 | $33K |
| Investors Research Corp | 0.01% | Reduce -0.5% | 424 | $33K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 397 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 390 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 389 | $31K |
| Blueline Advisors LLC | 0.02% | Reduce -0.8% | 389 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 375 | $29K |
| Versant Capital Management, Inc | 0.00% | Reduce -14.7% | 365 | $29K |
| Winthrop Capital Management, LLC | 0.01% | No change | 347 | $27K |
| Bangor Savings Bank | 0.00% | Add +197.3% | 333 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 332 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 327 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 325 | $25K |
| Bank of New Hampshire | 0.01% | No change | 320 | $25K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 318 | $25K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -84.9% | 291 | $23K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -85.7% | 291 | $23K |
| Manchester Capital Management LLC | 0.00% | Reduce -32.0% | 285 | $22K |
| Transce3nd, LLC | 0.20% | No change | 282 | $22K |
| Bernard Wealth Management Corp. | 0.01% | No change | 277 | $22K |
| Marin Bay Wealth Advisors, LLC | 0.01% | New | 21,663 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $21K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -44.3% | 260 | $20K |
| Tower View Wealth Management LLC | 0.01% | Reduce -82.7% | 260 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 256 | $20K |
| Clark Wealth Partners | 0.01% | No change | 250 | $20K |
| Capital Investment Counsel, Inc | 0.00% | No change | 235 | $18K |
| IFG Advisory, LLC | 0.05% | Reduce -99.7% | 225 | $18K |
| Country Trust Bank | 0.00% | No change | 212 | $17K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 204 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 205 | $16K |
| Chapman Financial Group, LLC | 0.01% | Reduce -87.5% | 200 | $16K |
| HM Payson & Co. | 0.00% | Add +0.5% | 192 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +294.0% | 197 | $15K |
| Vision Retirement, LLC | 0.00% | New | 191 | $15K |
| Copia Wealth Management | 0.01% | No change | 190 | $15K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | No change | 189 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 188 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 182 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 176 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | New | 170 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.6% | 170 | $13K |
| Nemes Rush Group LLC | 0.00% | New | 161 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | New | 159 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 154 | $12K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 154 | $12K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.7% | 152 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.4% | 151 | $12K |
| Longview Financial Advisors LLC | 0.01% | No change | 150 | $12K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -9.7% | 140 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +0.7% | 139 | $11K |
| Bard Associates Inc. | 0.00% | New | 137 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Meramec Financial Planners, LLC | 0.00% | New | 121 | $10K |
| City Holding Co. | 0.00% | New | 121 | $9K |
| Tsfg, LLC | 0.00% | Reduce -14.5% | 112 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +1.8% | 115 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 112 | $9K |
| Rakuten Securities, Inc. | 0.00% | New | 106 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 103 | $8K |
| Advocate Investing Services LLC | 0.01% | No change | 103 | $8K |
| Sofi Wealth, LLC | 0.00% | Reduce -41.6% | 97 | $8K |
| Key Financial Inc | 0.00% | Reduce -87.7% | 93 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -55.1% | 92 | $7K |
| Darwin Wealth Management, LLC | 0.00% | New | 89 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 81 | $6K |
| Strategic Advisory Partners, LLC | 0.00% | New | 78 | $6K |
| Covestor Ltd | 0.00% | Reduce -40.5% | 72 | $6K |
| CX Institutional | 0.00% | Reduce -82.6% | 73 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 71 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| Pflug Koory, LLC | 0.00% | Add +1.5% | 67 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 66 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -23.3% | 66 | $5K |
| 4Thought Financial Group Inc. | 0.00% | Add +9.6% | 57 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 53 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $4K |
| Financial Connections Group, Inc. | 0.00% | Add +485.7% | 41 | $3K |
| GGM Financial LLC | 0.00% | New | 38 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 31 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 27 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | New | 25 | $2K |
| AlphaCore Capital LLC | 0.00% | Reduce -97.4% | 21 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -58.1% | 18 | $1K |
| Richardson Capital Management LLC | 0.00% | No change | 17 | $1K |
| GAMMA Investing LLC | 0.00% | Add +14.3% | 16 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 15 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 22 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 10 | $785 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 6 | $471 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 6 | $470 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $122 |
| RHL Group, LLC | 0.00% | Reduce -96.4% | 1 | $79 |
| Trust Co | 0.00% | No change | 1 | $79 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $78 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $52 |
"% 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.