Vanguard Short-Term Bond ETFBSVETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,362 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 16 from Q1 2026. 93 opened new positions and 75 sold out. The largest holders were Mercer Global Advisors Inc. ($3.9B), Creative Planning ($3.4B) and Envestnet Asset Management Inc. ($2.5B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $116.8M |
| Exits | 75 | $43.6M |
All 13F filers, Q1 2026 → Q2 2026: 33,204,046 shares bought and 25,453,568 shares sold, net +7,750,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,362 holders
| Mercer Global Advisors Inc. | 4.88% | Add +11.5% | 50,651,293 | $3.9B |
| Creative Planning | 2.00% | Add +17.3% | 43,838,959 | $3.4B |
| Envestnet Asset Management Inc. | 0.59% | Add +2.5% | 32,321,588 | $2.5B |
| Empower Advisory Group, LLC | 4.52% | Add +7.8% | 24,303,617 | $1.9B |
| Morgan Stanley | 0.10% | Reduce -3.1% | 23,641,308 | $1.8B |
| Goldman Sachs Group Inc. | 0.17% | Add +3.8% | 20,453,685 | $1.6B |
| JPMorgan Chase & Co. | 0.08% | Reduce -49.2% | 16,863,841 | $1.3B |
| Allworth Financial LP | 5.08% | Reduce -12.5% | 15,333,291 | $1.2B |
| Bank of America Corp. | 0.06% | Reduce -3.0% | 12,269,104 | $955.9M |
| Northern Trust Corp. | 0.09% | Reduce -14.2% | 9,933,587 | $773.9M |
| Truepoint, Inc. | 12.07% | Add +2.8% | 7,420,247 | $578.1M |
| LPL Financial LLC | 0.13% | Add +1.9% | 7,261,254 | $565.7M |
| Captrust Financial Advisors | 0.86% | Add +12.1% | 7,215,410 | $562.2M |
| Wells Fargo & Company | 0.09% | Add +10.6% | 6,757,611 | $526.5M |
| Raymond James Financial Inc. | 0.09% | Add +5.9% | 4,131,559 | $321.9M |
| Lincoln National Corp. | 7.93% | Add +1.9% | 3,979,162 | $310.0M |
| UBS Group AG | 0.05% | Add +2.1% | 3,963,408 | $308.8M |
| Corient Private Wealth LP | 0.43% | Add +9.4% | 3,956,884 | $308.3M |
| Sequoia Financial Advisors, LLC | 1.41% | Add +7.5% | 3,631,159 | $282.9M |
| Royal Bank of Canada | 0.05% | Add +3.7% | 3,590,227 | $279.7M |
| Cerity Partners LLC | 0.33% | Add +3.3% | 3,512,006 | $273.6M |
| Bank of New York Mellon Corp | 0.04% | Add +3.0% | 2,981,848 | $232.3M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -2.5% | 2,777,145 | $216.4M |
| Cetera Investment Advisers | 0.19% | Add +5.5% | 2,702,880 | $210.6M |
| True Link Financial Advisors, LLC | 11.75% | Add +5.1% | 2,608,375 | $203.2M |
| Purpose Unlimited Inc. | 7.72% | Add +12.8% | 2,571,864 | $200.4M |
| MetLife Investment Management, LLC | 0.87% | Add +8.1% | 2,459,500 | $191.6M |
| Truist Financial Corp. | 0.20% | Add +15.8% | 2,174,156 | $169.4M |
| Focus Partners Wealth | 0.17% | Add +1.5% | 2,168,154 | $168.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 2,160,462 | $168.3M |
| Jones Financial Companies LLLP | 0.07% | Add +14.7% | 2,101,516 | $164.0M |
| Osaic Holdings, Inc. | 0.19% | Add +14.7% | 2,090,052 | $162.9M |
| Wit, LLC | 2.47% | Reduce -1.3% | 1,981,763 | $154.4M |
| United Capital Financial Advisors, LLC | 0.78% | Reduce -5.2% | 1,823,344 | $142.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.0% | 1,702,387 | $132.6M |
| Valmark Advisers, Inc. | 1.40% | Add +4.9% | 1,689,123 | $131.6M |
| Apella Capital, LLC | 1.73% | Reduce -4.6% | 1,579,884 | $122.6M |
| National Philanthropic Trust | 1.74% | Add +0.4% | 1,546,257 | $120.5M |
| &partners | 0.47% | Add +13.1% | 1,466,522 | $114.3M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +2.8% | 1,459,721 | $113.7M |
| RW Investment Management LLC | 9.55% | Add +4.4% | 1,396,886 | $108.8M |
| Freestone Capital Holdings, LLC | 2.76% | Add +15.3% | 1,358,912 | $105.9M |
| Assetmark, Inc. | 0.18% | Add +334.6% | 1,350,385 | $105.2M |
| Savant Capital, LLC | 0.31% | Add +78.6% | 1,341,056 | $104.9M |
| Ameriprise Financial Inc. | 0.02% | Add +7.0% | 1,331,971 | $103.1M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +6.3% | 1,303,886 | $101.6M |
| Smithfield Trust Co | 3.93% | Add +0.6% | 1,264,331 | $98.5M |
| RS Crum Inc. | 18.32% | Add +5.2% | 1,254,488 | $97.7M |
| DAVENPORT & Co LLC | 0.49% | Reduce -0.2% | 1,244,826 | $97.0M |
| Exchange Traded Concepts, LLC | 0.47% | Add +14.9% | 1,207,656 | $94.1M |
| Fifth Third Bancorp | 0.15% | Reduce -24.3% | 1,204,888 | $93.9M |
| Fund Evaluation Group, LLC | 2.49% | Add +26988.7% | 1,184,318 | $92.3M |
| World Investment Advisors | 1.52% | Add +0.7% | 1,173,676 | $92.0M |
| Janney Montgomery Scott LLC | 0.17% | Add +6.3% | 1,113,171 | $86.7M |
| D.A. Davidson & Co. | 0.47% | Add +2.1% | 1,082,377 | $84.3M |
| Peapack Gladstone Financial Corp. | 0.93% | Add +1.3% | 1,043,342 | $81.3M |
| Martel Wealth Advisors LLC | 12.21% | Add +6.2% | 996,458 | $77.6M |
| Focus Partners Advisor Solutions, LLC | 0.65% | Add +31.7% | 980,902 | $76.4M |
| MML Investors Services, LLC | 0.15% | Add +18.4% | 970,658 | $75.6M |
| Envestnet Portfolio Solutions, Inc. | 0.35% | Add +6.3% | 939,116 | $73.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +384.4% | 893,913 | $71.2M |
| Integris Wealth Management, LLC | 14.14% | Add +5.4% | 898,698 | $70.0M |
| Vanguard Advisers Inc. | 0.23% | Add +10.8% | 873,886 | $68.1M |
| First Merchants Corp. | 2.39% | Reduce -1.3% | 871,815 | $67.9M |
| HighTower Advisors, LLC | 0.07% | Add +2.6% | 868,054 | $67.6M |
| Stifel Financial Corp. | 0.06% | Add +3.0% | 865,925 | $67.5M |
| Windward Private Wealth Management Inc. | 21.46% | Add +2.1% | 861,105 | $67.1M |
| Petersen Hastings Wealth Advisors Inc. | 5.54% | Add +5.9% | 847,131 | $66.0M |
| Gemmer Asset Management LLC | 4.39% | Add +2.2% | 838,296 | $65.3M |
| Capital Analysts, LLC | 1.45% | Add +6.3% | 808,296 | $63.0M |
| International City Management Association Retirement Corp | 26.31% | Add +29.6% | 776,816 | $60.5M |
| Vestmark Advisory Solutions, Inc. | 0.55% | Add +19.1% | 754,764 | $58.8M |
| Composition Wealth, LLC | 0.68% | Add +8.0% | 739,365 | $57.6M |
| Trajan Wealth LLC | 2.14% | Add +6.4% | 728,258 | $56.7M |
| Arbor Investment Advisors, LLC | 5.95% | Add +7.3% | 675,069 | $52.6M |
| Betterment LLC | 0.09% | Add +5.5% | 663,160 | $51.7M |
| Farther Finance Advisors, LLC | 0.39% | Add +8.2% | 636,517 | $49.6M |
| Symmetry Partners, LLC | 2.52% | Add +2.4% | 635,551 | $49.5M |
| TD Capital Management LLC | 4.03% | Reduce -8.8% | 633,341 | $49.3M |
| Orion Porfolio Solutions, LLC | 0.38% | Add +32.6% | 631,439 | $49.2M |
| Presilium Private Wealth, LLC | 7.36% | Add +11.8% | 615,146 | $47.9M |
| Clark Asset Management, LLC | 3.57% | Add +12.9% | 584,361 | $45.5M |
| Old Peak Finance LLC | 21.42% | Add +12.4% | 567,983 | $44.3M |
| Tobias Financial Advisors, Inc. | 5.61% | Add +4.2% | 566,494 | $44.1M |
| Annandale Capital, LLC | 6.43% | Add +1.7% | 556,851 | $43.4M |
| Prime Capital Investment Advisors, LLC | 0.42% | Reduce -23.9% | 551,860 | $43.0M |
| Baird Financial Group, Inc. | 0.06% | Add +6.0% | 548,717 | $42.8M |
| Voya Financial Advisors, Inc. | 3.45% | Add +15.2% | 502,763 | $39.2M |
| Partners in Financial Planning | 5.78% | Add +2.4% | 488,983 | $38.1M |
| Savvy Advisors, Inc. | 0.80% | Add +9.1% | 480,920 | $37.5M |
| NewEdge Advisors, LLC | 0.11% | Add +11.5% | 473,565 | $36.9M |
| Wealthquest Corp | 2.32% | Add +3.8% | 472,218 | $36.8M |
| Human Investing LLC | 4.73% | Add +4.2% | 468,074 | $36.5M |
| CreativeOne Wealth, LLC | 0.78% | Add +10.6% | 465,699 | $36.3M |
| Compass Planning Associates Inc | 19.46% | Add +26.3% | 462,096 | $36.0M |
| PDS Planning, Inc | 2.03% | Add +4.3% | 450,644 | $35.1M |
| Mariner, LLC | 0.04% | Reduce -3.1% | 447,856 | $34.9M |
| Berkshire Money Management, Inc. | 3.01% | Add +0.5% | 423,447 | $33.0M |
| Sage Financial Management Group, Inc. | 8.96% | Add +10.8% | 418,585 | $32.6M |
| Park Avenue Securities LLC | 0.20% | Add +4.8% | 415,886 | $32.4M |
| Cullen/Frost Bankers, Inc. | 0.32% | Reduce -0.0% | 412,366 | $32.1M |
| Associated Banc-Corp | 0.76% | Add +8.5% | 409,223 | $31.9M |
| Elevation Point Wealth Partners, LLC | 0.58% | Add +17.2% | 402,698 | $31.4M |
| Greenup Street Wealth Management LLC | 3.81% | Add +13057.3% | 401,299 | $31.3M |
| AQR Capital Management | 0.01% | Add +18.5% | 396,353 | $30.9M |
| BlackRock, Inc. | 0.00% | Add +0.9% | 389,857 | $30.4M |
| Avior Wealth Management, LLC | 0.79% | Add +2.3% | 385,620 | $30.0M |
| Barr E S & Co. | 1.66% | Reduce -6.7% | 380,212 | $29.6M |
| Ancora Advisors LLC | 0.57% | Reduce -0.6% | 379,608 | $29.6M |
| Nisa Investment Advisors, LLC | 0.09% | Add +1.4% | 378,263 | $29.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.3% | 378,263 | $29.5M |
| Cambridge Associates LLC /Ma/ | 0.43% | Add +102.7% | 378,196 | $29.5M |
| EverSource Wealth Advisors, LLC | 0.97% | Reduce -34.5% | 369,592 | $28.8M |
| Blue Trust, Inc. | 0.28% | Add +14.7% | 340,954 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.7% | 337,295 | $25.7M |
| Kwmg, LLC | 1.85% | Add +12.8% | 328,412 | $25.6M |
| Factor Wealth Management LTD | 3.84% | Add +35.7% | 325,862 | $25.4M |
| Graves Light Lenhart Wealth, Inc. | 2.31% | Add +4.0% | 318,097 | $24.8M |
| XML Financial, LLC | 1.80% | Add +16.8% | 317,267 | $24.7M |
| Blair William & Co. | 0.06% | Reduce -7.4% | 317,149 | $24.7M |
| Discipline Wealth Solutions, LLC | 2.10% | Add +4.8% | 309,533 | $24.1M |
| BetterWealth, LLC | 4.20% | Add +6.6% | 304,624 | $23.7M |
| Lighthouse Financial Services Inc. | 4.90% | Add +0.3% | 300,301 | $23.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +18.9% | 291,870 | $22.7M |
| Beacon Capital Management, Inc. | 1.38% | Reduce -17.4% | 291,773 | $22.7M |
| Trellis Wealth Advisors LLC | 7.68% | Add +7.2% | 287,328 | $22.4M |
| Apollon Wealth Management, LLC | 0.27% | Add +7.4% | 280,554 | $21.9M |
| Parkside Financial Bank & Trust | 1.49% | Add +8.4% | 279,487 | $21.8M |
| Daymark Wealth Partners, LLC | 0.53% | Add +4264.2% | 278,085 | $21.7M |
| Kelman-Lazarov, Inc. | 2.82% | Add +3.5% | 276,323 | $21.5M |
| Greystone Financial Group, LLC | 6.00% | Reduce -1.7% | 275,668 | $21.5M |
| Lutz Financial Services LLC | 1.30% | Add +4.1% | 274,930 | $21.4M |
| Allied Investment Advisors, LLC | 2.68% | New | 273,991 | $21.3M |
| Bartlett & Co. Wealth Management LLC | 0.27% | Reduce -5.5% | 272,376 | $21.2M |
| Evolution Advisers, Inc. | 7.71% | Add +6.5% | 269,333 | $21.0M |
| Citigroup Inc. | 0.01% | Add +4.9% | 266,996 | $20.8M |
| MilWealth Group LLC | 4.37% | Add +8.0% | 262,722 | $20.5M |
| Waterford Advisors, LLC | 5.57% | Add +6.4% | 421,601 | $20.4M |
| Modera Wealth Management, LLC | 0.22% | Add +9.0% | 259,783 | $20.2M |
| Wiser Wealth Management, Inc | 3.73% | Add +2.8% | 250,382 | $19.5M |
| Wealth Dimensions Group, Ltd. | 3.49% | Reduce -0.3% | 250,190 | $19.5M |
| eCIO, Inc. | 5.47% | Add +9.9% | 249,955 | $19.5M |
| Fort Henry Capital, LLC | 10.68% | Add +3.1% | 248,902 | $19.4M |
| Atria Investments, Inc | 0.19% | Reduce -26.6% | 247,490 | $19.3M |
| Stephenson & Company, Inc. | 8.98% | Add +1.5% | 245,951 | $19.2M |
| Sax Wealth Advisors, LLC | 0.77% | Add +768.8% | 240,584 | $18.9M |
| Brewster Financial Planning LLC | 10.34% | Add +0.7% | 241,799 | $18.8M |
| Alaska Wealth Advisors, LLC | 2.01% | Add +0.6% | 238,422 | $18.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +8.9% | 237,928 | $18.5M |
| Level Financial Advisors | 4.14% | Add +4.9% | 237,879 | $18.5M |
| Arax Advisory Partners | 0.12% | Add +43.3% | 230,538 | $18.0M |
| Bank of Montreal | 0.01% | Add +3.0% | 229,668 | $17.9M |
| M&T Bank Corp | 0.05% | Add +2.5% | 229,061 | $17.8M |
| First Heartland Consultants, Inc. | 1.15% | Reduce -30.7% | 228,811 | $17.8M |
| Silver Oak Advisory Group, Inc. | 7.01% | Add +2.1% | 228,325 | $17.8M |
| Tillman Hartley LLC | 3.99% | Add +4.1% | 228,068 | $17.8M |
| Brookstone Capital Management | 0.18% | Add +17.3% | 227,554 | $17.7M |
| Forza Wealth Management, LLC | 5.40% | Add +102.5% | 226,104 | $17.6M |
| Your Advocates Ltd., LLP | 4.98% | Add +5.6% | 223,762 | $17.4M |
| Nwam LLC | 0.87% | Reduce -6.6% | 223,731 | $17.4M |
| United Services Automobile Association | 1.37% | Add +52.3% | 217,799 | $17.0M |
| TD Private Client Wealth LLC | 0.31% | Add +4.1% | 216,722 | $16.9M |
| Mustard Seed Financial, LLC | 8.72% | Add +5.5% | 215,391 | $16.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.82% | Add +15.6% | 213,928 | $16.7M |
| Safir Wealth Advisors, LLC | 10.82% | Add +7.3% | 213,718 | $16.7M |
| NewEdge Wealth, LLC | 0.16% | Reduce -20.9% | 208,728 | $16.3M |
| HUB Investment Partners, LLC | 0.30% | Add +3.8% | 208,717 | $16.3M |
| Investment Planning Advisors, Inc. | 3.76% | Add +69.7% | 208,650 | $16.3M |
| Oath Planning, LLC | 12.06% | Add +23.0% | 208,593 | $16.3M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -1.6% | 206,533 | $16.1M |
| Eagle Rock Investment Company, LLC | 1.98% | Add +30.9% | 205,530 | $16.0M |
| First Horizon Corp. | 0.60% | Reduce -5.7% | 200,338 | $15.6M |
| SouthState Bank Corp | 0.64% | Add +5.6% | 195,916 | $15.3M |
| Bleakley Financial Group, LLC | 0.19% | Add +73.5% | 194,996 | $15.2M |
| Alaska Permanent Capital Management, LLC | 0.98% | Add +7.0% | 192,591 | $15.0M |
| Vertrix Wealth Management, LLC | 5.01% | Add +6.4% | 190,848 | $14.9M |
| Harfst & Associates, Inc. | 2.28% | Add +56.8% | 188,444 | $14.7M |
| Natixis Advisors, LLC | 0.02% | Add +10.6% | 187,015 | $14.6M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +1.4% | 186,511 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -3.9% | 185,737 | $14.5M |
| OneAscent Financial Services LLC | 0.69% | Reduce -3.9% | 185,661 | $14.5M |
| Cornerstone Investment Partners, LLC | 0.48% | Add +32.3% | 185,356 | $14.4M |
| Leavell Investment Management, Inc. | 0.53% | Add +4.8% | 184,685 | $14.4M |
| SigFig Wealth Management, LLC | 0.38% | Add +1.1% | 183,517 | $14.3M |
| Choreo, LLC | 0.15% | Add +4.2% | 180,722 | $14.1M |
| Bay Harbor Wealth Management, LLC | 3.25% | Add +0.9% | 180,697 | $14.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.4% | 180,522 | $14.1M |
| Frankly Finances, LLC | 11.08% | Add +5.0% | 179,877 | $14.0M |
| Vawter Financial, Ltd. | 5.10% | Add +7.5% | 173,700 | $13.5M |
| C M Bidwell & Associates Ltd. | 5.48% | Reduce -1.3% | 172,159 | $13.4M |
| Susquehanna International Group, LLP | 0.01% | New | 171,474 | $13.4M |
| Ames National Corp. | 7.32% | Add +4.8% | 170,831 | $13.3M |
| Farmers & Merchants Investments Inc. | 0.32% | Add +0.3% | 168,486 | $13.1M |
| Disciplina Capital Management LLC | 1.35% | Reduce -6.7% | 167,162 | $13.0M |
| Smartleaf Asset Management LLC | 0.42% | No change | 164,517 | $12.8M |
| Sovereign Financial Group, Inc. | 1.96% | Add +6.3% | 164,471 | $12.8M |
| Elevate Wealth Advisory, Inc. | 7.30% | Add +4.5% | 164,155 | $12.8M |
| Stone Summit Wealth LLC | 3.24% | Reduce -1.6% | 163,804 | $12.8M |
| Colter Lewis Investment Partners LLC | 5.65% | Add +0.2% | 163,265 | $12.7M |
| Eaton-Cambridge Inc. | 3.57% | Add +1.0% | 163,016 | $12.7M |
| Ni Acquisitions Company, LLC | 5.35% | — | 161,003 | $12.5M |
| National Bank of Canada | 0.01% | Reduce -4.8% | 159,082 | $12.4M |
| RFG Advisory, LLC | 0.19% | Reduce -2.0% | 158,860 | $12.4M |
| Morris Financial Concepts, Inc. | 3.77% | Add +7.0% | 157,721 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -1.4% | 157,682 | $12.3M |
| Columbia River Financial Group, LLC | 6.58% | Add +9.6% | 157,171 | $12.2M |
| DiPaolo Financial Group, Inc. | 8.00% | Add +4.2% | 157,083 | $12.2M |
| Mutual Advisors, LLC | 0.23% | Add +2.6% | 155,476 | $12.1M |
| J.W. Cole Advisors, Inc. | 0.21% | New | 154,496 | $12.0M |
| HTG Investment Advisors, Inc. | 3.08% | Reduce -27.0% | 154,196 | $12.0M |
| Parker Financial LLC | 4.33% | Reduce -0.1% | 152,001 | $11.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +9.8% | 151,784 | $11.8M |
| City State Bank | 2.66% | Add +1.6% | 149,098 | $11.6M |
| Fidato Wealth LLC | 6.77% | Add +5.2% | 148,686 | $11.6M |
| CGN Advisors LLC | 0.85% | Add +2.1% | 148,625 | $11.6M |
| Pines Wealth Management, LLC | 3.32% | Add +1.3% | 147,950 | $11.5M |
| Commerce Bank | 0.05% | Reduce -1.8% | 147,540 | $11.5M |
| Scotia Capital Inc. | 0.04% | Add +1.0% | 147,140 | $11.5M |
| Mountain Pacific Investment Advisers LLC | 1.79% | Reduce -2.3% | 146,058 | $11.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +4.1% | 145,888 | $11.4M |
| Torrey-Payne Wealth Management, LLC | 9.34% | Add +4.8% | 145,726 | $11.4M |
| Adaptive Financial Consulting, LLC | 3.97% | Reduce -1.4% | 145,499 | $11.3M |
| Hopwood Financial Services, Inc. | 6.52% | Add +10.7% | 144,402 | $11.3M |
| Alkeme Wealth, LLC | 4.30% | Add +4.5% | 144,195 | $11.2M |
| McAdam, LLC | 0.43% | Reduce -43.5% | 143,484 | $11.2M |
| Crews Bank & Trust | 1.44% | Add +2.4% | 142,016 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -50.5% | 141,792 | $11.0M |
| Focus Financial Network, Inc. | 0.34% | Add +4.0% | 141,122 | $11.0M |
| Cherry Tree Wealth Management, LLC | 2.06% | Add +5.4% | 140,590 | $11.0M |
| 3 Factor Indexing, LLC | 9.22% | Reduce -14.7% | 139,894 | $10.9M |
| Zeit Capital LLC | 6.56% | Add +3.0% | 139,747 | $10.9M |
| Sand Hill Global Advisors, LLC | 0.33% | Reduce -0.1% | 139,513 | $10.9M |
| REDW Wealth LLC | 3.88% | Reduce -12.6% | 139,165 | $10.8M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -22.3% | 137,193 | $10.7M |
| Tribridge Partners Financial LLC | 4.14% | Reduce -0.8% | 136,183 | $10.6M |
| VCI Wealth Management LLC | 2.64% | Reduce -0.6% | 134,999 | $10.5M |
| Vise Technologies, Inc. | 0.12% | Add +263.2% | 134,375 | $10.5M |
| Resolute Capital, LLC | 3.59% | Reduce -6.7% | 133,574 | $10.4M |
| Wealthspire Advisors, LLC | 0.06% | Add +14.0% | 133,398 | $10.4M |
| Lynch Investment Planning, LLC | 7.95% | Add +21.2% | 132,781 | $10.3M |
| Pathstone Holdings, LLC | 0.03% | Add +33.9% | 132,302 | $10.3M |
| Ameritas Advisory Services, LLC | 0.21% | Add +97.6% | 132,255 | $10.3M |
| IFG Advisors, LLC | 1.42% | Add +3.7% | 131,806 | $10.3M |
| Headinvest, LLC | 1.86% | Reduce -2.0% | 128,262 | $10.0M |
| Cahill Financial Advisors Inc. | 0.96% | Add +0.2% | 127,811 | $10.0M |
| Aspire Private Capital, LLC | 2.06% | Add +8.9% | 127,664 | $9.9M |
| Man Group plc | 0.02% | Add +131.2% | 126,500 | $9.9M |
| Kathmere Capital Management, LLC | 0.52% | Add +2.1% | 126,330 | $9.8M |
| White Lighthouse Investment Management Inc. | 1.21% | Add +3.6% | 124,748 | $9.7M |
| SageView Advisory Group, LLC | 0.32% | Add +243.2% | 124,335 | $9.7M |
| Rf&l Wealth Management, LLC | 6.55% | Add +7.2% | 124,199 | $9.7M |
| Arcadia Wealth Management, LLC | 3.04% | Add +7.4% | 124,115 | $9.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -4.3% | 124,095 | $9.7M |
| Old Mission Capital LLC | 0.24% | New | 121,157 | $9.4M |
| Successful Portfolios LLC | 4.37% | Add +10.2% | 120,461 | $9.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.2% | 118,556 | $9.2M |
| Clarity Capital Advisors, LLC | 3.84% | Add +2.1% | 117,442 | $9.1M |
| Mission Wealth Management, LP | 0.11% | Add +0.2% | 115,941 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +22.9% | 114,395 | $8.9M |
| Principal Securities, Inc. | 0.11% | Add +15.8% | 113,043 | $8.8M |
| Parr McKnight Wealth Management Group, LLC | 1.04% | Add +6.4% | 112,429 | $8.8M |
| Root Financial Partners, LLC | 0.33% | Add +24.5% | 110,616 | $8.6M |
| Cacti Asset Management LLC | 0.43% | Add +42.6% | 110,293 | $8.6M |
| Elevatus Welath Management | 2.08% | Add +1192.0% | 109,778 | $8.6M |
| Cornerstone Financial Group, LLC | 5.27% | Add +4.2% | 109,645 | $8.5M |
| Essential Planning, LLC. | 2.41% | Add +5.1% | 109,242 | $8.5M |
| Fortis Advisors, LLC | 3.95% | Reduce -1.0% | 108,249 | $8.4M |
| Mills Wealth Advisors LLC | 2.63% | Add +10.7% | 107,263 | $8.4M |
| IHT Wealth Management, LLC | 0.18% | Reduce -0.1% | 105,840 | $8.2M |
| Regal Investment Advisors LLC | 0.43% | Add +2.4% | 105,018 | $8.2M |
| Austin Asset Management Co Inc | 1.16% | Reduce -6.0% | 104,749 | $8.2M |
| Krane Financial Solutions LLC | 5.00% | Add +1.8% | 104,176 | $8.1M |
| Retiremitten Financial LLC | 3.41% | Add +10.2% | 103,693 | $8.1M |
| First Trust Advisors LP | 0.00% | New | 103,475 | $8.1M |
| Investment Partners, LTD. | 2.51% | Add +11.8% | 103,194 | $8.0M |
| Parallel Advisors, LLC | 0.12% | Add +16.2% | 102,603 | $8.0M |
| Compound Planning, Inc. | 0.21% | Add +2.6% | 102,436 | $8.0M |
| Sfam, LLC | 6.50% | Add +24.7% | 102,303 | $8.0M |
| Uptown Financial Advisors LLC | 5.72% | No change | 100,179 | $7.8M |
| Capital Investment Management, Inc. | 2.38% | Add +0.6% | 99,616 | $7.8M |
| Waterloo Capital, L.P. | 0.44% | Reduce -39.9% | 99,419 | $7.7M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.5% | 98,677 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +12.3% | 97,469 | $7.6M |
| Ellevest, Inc. | 0.89% | Add +139.8% | 212,967 | $7.6M |
| Culbertson A N & Co. Inc. | 0.88% | Reduce -1.9% | 97,226 | $7.6M |
| Echo45 Advisors LLC | 3.91% | Add +5.6% | 97,127 | $7.6M |
| Foundation Wealth Management, LLC\PA | 2.24% | Reduce -1.9% | 95,085 | $7.4M |
| Hohimer Wealth Management, LLC | 0.76% | Add +36.7% | 94,627 | $7.4M |
| Shah Wealth Advisors, LLC | 1.68% | — | 93,651 | $7.3M |
| Slow Capital, Inc. | 0.83% | Add +4.6% | 91,262 | $7.1M |
| Renaissance Technologies | 0.01% | New | 91,055 | $7.1M |
| Bull Street Advisors, LLC | 3.24% | Reduce -3.1% | 91,041 | $7.1M |
| Prudent Man Advisors, LLC | 1.61% | Reduce -0.7% | 90,473 | $7.0M |
| Bath Savings Trust Co | 0.72% | Reduce -4.4% | 89,259 | $7.0M |
| Harbour Investments, Inc. | 0.09% | Reduce -6.5% | 89,192 | $6.9M |
| First American Trust, FSB | 0.42% | Reduce -20.4% | 89,178 | $6.9M |
| Diversified Portfolios, Inc. | 0.50% | Reduce -6.6% | 89,097 | $6.9M |
| Washington Capital Management, Inc. | 4.57% | New | 88,655 | $6.9M |
| Earned Wealth Advisors, LLC | 0.44% | Reduce -10.7% | 87,873 | $6.8M |
| Maimon Wealth Management LTD. | 5.27% | Add +12.6% | 87,735 | $6.8M |
| PCG Asset Management, LLC | 4.88% | Add +2.4% | 87,365 | $6.8M |
| Houlihan Financial Resource Group, Ltd. | 2.41% | Reduce -1.1% | 86,654 | $6.8M |
| TFC Financial Management, Inc. | 0.74% | Reduce -21.4% | 85,616 | $6.7M |
| Pacific Park Financial, Inc. | 3.85% | Add +12.5% | 85,169 | $6.6M |
| Strategic Investment Advisors / MI | 0.40% | Reduce -4.5% | 85,165 | $6.6M |
| Elevated Capital Advisors, LLC | 1.81% | Add +7.4% | 84,558 | $6.6M |
| Carnegie Investment Counsel | 0.13% | Add +88.5% | 84,501 | $6.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -9.6% | 84,175 | $6.6M |
| Bank of Hawaii | 0.32% | Add +6.7% | 83,896 | $6.5M |
| Prosperity Consulting Group, LLC | 0.25% | Add +6.5% | 83,378 | $6.5M |
| Integrity Investment Advisors, LLC | 2.81% | Add +18.2% | 82,811 | $6.5M |
| AE Wealth Management LLC | 0.03% | Add +0.5% | 82,025 | $6.4M |
| BancFirst Trust & Investment Management | 2.70% | Add +12.8% | 81,776 | $6.4M |
| Compass Financial Group, Inc. (Ohio) | 4.25% | Add +1.8% | 81,665 | $6.4M |
| Bull Oak Capital, LLC | 2.12% | Add +2.9% | 81,647 | $6.4M |
| Centennial Bank | 2.04% | Add +1.7% | 81,410 | $6.3M |
| Arcataur Capital Management LLC | 1.57% | Add +1.5% | 81,401 | $6.3M |
| Bluestem Financial Advisors, LLC | 2.20% | Reduce -2.7% | 80,452 | $6.3M |
| Precision Wealth Strategies, LLC | 1.86% | Reduce -11.2% | 79,326 | $6.2M |
| Parkwoods Wealth Partners, LLC | 0.99% | Add +48.7% | 79,262 | $6.2M |
| Rathbones Group PLC | 0.02% | Add +1.2% | 79,210 | $6.2M |
| Phillip James Consulting Co. | 4.10% | Add +733.2% | 78,750 | $6.1M |
| Mosley Wealth Management | 1.95% | Add +1801.5% | 78,721 | $6.1M |
| Patriot Investment Management Group, Inc. | 0.35% | Reduce -14.8% | 77,650 | $6.0M |
| Retirement Wealth Solutions LLC | 3.33% | Add +1.4% | 77,578 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -14.5% | 77,370 | $6.0M |
| Harbour Trust & Investment Management Co | 0.58% | Add +6.0% | 76,818 | $6.0M |
| Mgo One Seven LLC | 0.10% | Reduce -37.5% | 76,518 | $6.0M |
| Sunesis Advisors, LLC | 2.46% | Add +0.1% | 76,433 | $6.0M |
| Brown Advisory Inc. | 0.01% | Reduce -9.1% | 75,203 | $5.9M |
| JMN Financial LLC | 4.51% | Add +9.9% | 74,446 | $5.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +4.8% | 74,382 | $5.8M |
| Marquette Associates, Inc. | 4.18% | No change | 73,690 | $5.7M |
| Kanawha Capital Management LLC | 0.37% | Reduce -0.3% | 73,259 | $5.7M |
| BIP Wealth, LLC | 0.16% | Add +2072.9% | 73,053 | $5.7M |
| Financial Plan, Inc. | 0.53% | Reduce -4.9% | 71,969 | $5.6M |
| Darrow Company, Inc. | 2.16% | Reduce -0.9% | 71,456 | $5.6M |
| VestGen Advisors, LLC | 0.16% | Reduce -0.9% | 70,867 | $5.5M |
| Cooke Wealth Management, LLC | 4.51% | Add +3.0% | 70,730 | $5.5M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -1.0% | 70,406 | $5.5M |
| Voya Investment Management LLC | 0.01% | Add +35.3% | 69,167 | $5.4M |
| Consilium Wealth Advisory, LLC | 1.59% | Add +2.3% | 68,912 | $5.4M |
| Hopwood Nicholas Hunter | 1.46% | Add +5.4% | 68,194 | $5.3M |
| Valpey Financial Services, LLC | 3.14% | Add +8.0% | 67,611 | $5.3M |
| Financial Gravity Companies, Inc. | 0.85% | — | 67,546 | $5.3M |
| Kintra Wealth, LLC | 0.27% | Reduce -37.3% | 67,361 | $5.2M |
| Ferguson Johnson Wealth Management Inc | 3.79% | Add +6.0% | 66,656 | $5.2M |
| Sage Investment Advisers LLC | 3.48% | Add +34.2% | 66,468 | $5.2M |
| Manuka Financial, LLC | 2.68% | Reduce -5.8% | 66,269 | $5.2M |
| Alps Advisors Inc. | 0.02% | Reduce -58.5% | 66,023 | $5.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +5.4% | 65,897 | $5.1M |
| Belleair Asset Management, LLC | 4.29% | Reduce -4.7% | 65,477 | $5.1M |
| Integrated Advisors Network LLC | 0.23% | Add +4.7% | 64,839 | $5.1M |
| Sigma Planning Corp | 0.13% | Add +21.9% | 64,719 | $5.0M |
| Gladwyn Financial Advisors, Inc. | 3.14% | Add +5.7% | 64,405 | $5.0M |
| Somnio Financial Group, LLC | 2.96% | Add +4.6% | 64,153 | $5.0M |
| Argent Trust Co | 0.14% | Add +267.9% | 64,109 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +11.6% | 63,026 | $4.9M |
| Boston Family Office LLC | 0.30% | Add +6.7% | 63,387 | $4.9M |
| Raffa Wealth Management, LLC | 0.62% | Reduce -3.9% | 63,170 | $4.9M |
| BHK Investment Advisors, LLC | 1.47% | Add +3.3% | 63,042 | $4.9M |
| Wealthfront Advisers LLC | 0.01% | Add +3.9% | 62,341 | $4.9M |
| Kiley Juergens Wealth Management, LLC | 0.76% | Add +2.9% | 62,236 | $4.8M |
| United Financial Planning Group LLC | 2.46% | Add +11.4% | 62,065 | $4.8M |
| IFG Advisory, LLC | 0.17% | Add +27433.8% | 61,951 | $4.8M |
| Sterling Financial Planning, Inc. | 1.31% | Add +5.4% | 61,799 | $4.8M |
| Planning Directions Inc. | 2.22% | Reduce -24.6% | 61,633 | $4.8M |
| OMNI 360 Wealth, Inc. | 2.21% | Reduce -1.8% | 61,378 | $4.8M |
| Advisory Services Network, LLC | 0.05% | Add +9.8% | 61,130 | $4.8M |
| Neumann Capital Management, LLC | 3.13% | Reduce -1.5% | 60,699 | $4.7M |
| Apex Wealth Management, LLC | 2.87% | Reduce -4.9% | 60,281 | $4.7M |
| Phillips Financial Management, LLC | 0.34% | Reduce -23.4% | 59,924 | $4.7M |
| Ridgewood Investments LLC | 1.74% | Reduce -14.4% | 59,535 | $4.6M |
| Vistica Wealth Advisors, LLC | 3.99% | Add +31.2% | 59,181 | $4.6M |
| Karpus Management, Inc. | 0.13% | Reduce -0.9% | 58,845 | $4.6M |
| Fifth Third Securities, Inc. | 0.26% | Add +16.1% | 58,703 | $4.6M |
| Ti-Trust, Inc. | 2.44% | Reduce -0.3% | 58,155 | $4.5M |
| WBH Advisory Inc. | 0.30% | Reduce -28.6% | 58,139 | $4.5M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -57.7% | 57,326 | $4.5M |
| Infinity Wealth Counsel, LLC | 3.60% | Add +8.1% | 57,238 | $4.5M |
| Signal Tree Financial Partners LLC | 2.94% | Add +5.2% | 56,873 | $4.4M |
| Fonville Wealth Management LLC | 0.72% | Reduce -7.8% | 56,661 | $4.4M |
| Brighton Jones LLC | 0.08% | Add +6.9% | 56,625 | $4.4M |
| Benjamin Edwards Inc. | 0.04% | Add +24.9% | 56,425 | $4.4M |
| Wealth Architects, LLC | 0.34% | Add +5.2% | 55,922 | $4.4M |
| Courage Miller Partners, LLC | 1.15% | Add +1.3% | 55,838 | $4.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.7% | 56,031 | $4.3M |
| FLC Capital Advisors | 0.71% | Add +9.2% | 55,402 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +398.1% | 54,806 | $4.3M |
| Arrowroot Family Office, LLC | 1.21% | Reduce -1.3% | 54,282 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.40% | Reduce -2.0% | 54,261 | $4.2M |
| Pure Financial Advisors, LLC | 0.05% | Add +11.3% | 54,122 | $4.2M |
| CIBC Bancorp USA Inc. | 0.01% | Add +411.2% | 53,700 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +12.9% | 53,639 | $4.2M |
| Galvin, Gaustad & Stein, LLC | 0.31% | Add +2.2% | 53,378 | $4.2M |
| Haverford Trust Co | 0.04% | No change | 53,310 | $4.2M |
| Cranbrook Wealth Management, LLC | 0.78% | Reduce -15.1% | 53,234 | $4.1M |
| Beaird Harris Wealth Management, LLC | 0.25% | Reduce -1.4% | 51,956 | $4.0M |
| Good Harbor Advisors, Inc. | 3.90% | Add +6.8% | 51,117 | $4.0M |
| Caldwell Trust Co | 0.32% | Add +16.2% | 51,045 | $4.0M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -2.8% | 50,714 | $4.0M |
| Koss-Olinger Consulting, LLC | 0.30% | Add +12.7% | 50,190 | $3.9M |
| Agf Management Ltd. | 0.02% | Reduce -0.1% | 49,945 | $3.9M |
| MAI Capital Management | 0.01% | Reduce -15.1% | 49,926 | $3.9M |
| Colorado Capital Management, Inc. | 1.33% | Add +5.5% | 49,866 | $3.9M |
| Sterling Investment Management, LLC | 2.12% | Reduce -7.8% | 49,654 | $3.9M |
| Lanark Financial, Inc. | 0.26% | Add +19.8% | 49,631 | $3.9M |
| Evensky & Katz LLC | 0.20% | Add +15.6% | 49,579 | $3.9M |
| Eastern Bank | 0.06% | Add +5.0% | 49,568 | $3.9M |
| Welch & Forbes LLC | 0.05% | Reduce -14.9% | 49,210 | $3.8M |
| McNaughton Wealth Management, LLC | 1.36% | Add +9.2% | 49,156 | $3.8M |
| HT Partners LLC | 1.06% | Add +7.9% | 49,103 | $3.8M |
| Edgestream Partners, L.P. | 0.11% | Add +792.0% | 47,926 | $3.7M |
| BLB&B Advisors, LLC | 0.14% | Add +2.8% | 47,877 | $3.7M |
| Foster Group, Inc. | 0.10% | Add +2.2% | 47,843 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Add +4.0% | 47,822 | $3.7M |
| TCTC Holdings, LLC | 0.10% | No change | 47,755 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -4.0% | 47,537 | $3.7M |
| Towne Trust Company, N.A | 1.13% | Add +19.1% | 47,544 | $3.7M |
| Valley Wealth Managers, Inc. | 0.21% | Add +1.1% | 47,336 | $3.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +4.0% | 47,292 | $3.7M |
| HB Wealth Management, LLC | 0.02% | Add +8.5% | 47,016 | $3.7M |
| Ackerman Capital Advisors, LLC | 0.73% | Reduce -3.5% | 46,750 | $3.6M |
| TCI Wealth Advisors, Inc. | 0.16% | Reduce -0.1% | 46,687 | $3.6M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -5.1% | 46,542 | $3.6M |
| Arbor Wealth Advisors LLC | 2.21% | Add +15.1% | 46,403 | $3.6M |
| Pearl Planning LLC | 1.66% | Add +17.0% | 46,281 | $3.6M |
| Vanguard National Trust Co | 0.19% | Reduce -2.6% | 45,658 | $3.6M |
| Moller Wealth Partners | 0.64% | Add +1.3% | 45,604 | $3.6M |
| Sellwood Investment Partners LLC | 1.25% | Add +0.2% | 45,402 | $3.5M |
| Brand Asset Management Group, Inc. | 0.78% | Add +6.5% | 45,114 | $3.5M |
| Lodestone Wealth Management LLC | 1.24% | Add +0.5% | 45,113 | $3.5M |
| Patten Group, Inc. | 0.55% | Add +7.3% | 45,024 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +13.5% | 44,921 | $3.5M |
| Red Mountain Financial, LLC | 2.93% | Add +1.6% | 44,872 | $3.5M |
| Global Retirement Partners, LLC | 0.05% | — | 44,795 | $3.5M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -1.0% | 44,352 | $3.5M |
| Rockbridge Investment Management, LCC | 0.28% | Reduce -11.0% | 44,031 | $3.4M |
| Stephens Inc. | 0.04% | Reduce -3.8% | 43,875 | $3.4M |
| Citizens Financial Group Inc. | 0.04% | Add +2.1% | 43,673 | $3.4M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +0.6% | 43,499 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +13.3% | 43,031 | $3.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.3% | 42,785 | $3.3M |
| Traveka Wealth, LLC | 1.10% | Add +0.6% | 42,413 | $3.3M |
| Toronto Dominion Bank | 0.01% | New | 42,406 | $3.3M |
| DBK Financial Counsel, LLC | 2.73% | Reduce -31.6% | 41,796 | $3.3M |
| First Hawaiian Bank | 0.41% | Add +0.0% | 41,621 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -85.4% | 41,613 | $3.2M |
| XY Planning Network, Inc. | 0.40% | Add +499.4% | 41,386 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -0.1% | 41,370 | $3.2M |
| Leeward Financial Partners, LLC | 0.84% | Add +9.1% | 41,220 | $3.2M |
| Novak & Powell Financial Services, Inc. | 1.50% | Add +116.2% | 40,606 | $3.2M |
| Affinity Capital Advisors, LLC | 0.38% | Reduce -1.4% | 39,940 | $3.1M |
| Calton & Associates, Inc. | 0.45% | Reduce -14.4% | 39,548 | $3.1M |
| Silver Oak Securities, Incorporated | 0.19% | Reduce -1.6% | 39,215 | $3.1M |
| Ally Invest Advisors Inc. | 0.18% | Add +7.6% | 39,130 | $3.0M |
| Aletheian Wealth Advisors LLC | 1.30% | Add +2.6% | 39,118 | $3.0M |
| Compass Wealth Management LLC | 0.57% | Add +22.1% | 38,720 | $3.0M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -0.8% | 38,192 | $3.0M |
| Leo H. Evart, Inc. | 2.33% | Add +2.3% | 37,898 | $3.0M |
| Central Pacific Bank - Trust Division | 0.31% | Add +14.7% | 37,851 | $2.9M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.4% | 37,741 | $2.9M |
| Aspirean Wealth, LLC | 2.73% | Add +1.2% | 37,689 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +1350.0% | 37,671 | $2.9M |
| Allodium Investment Consultants, LLC | 1.24% | Add +5.3% | 37,413 | $2.9M |
| FC Advisory LLC | 0.77% | Add +1.3% | 37,385 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.5% | 37,379 | $2.9M |
| Robinswood Financial LLC | 0.83% | Reduce -1.8% | 37,336 | $2.9M |
| First National Bank of Omaha | 0.08% | Add +5.3% | 36,971 | $2.9M |
| IMA Advisory Services, Inc. | 0.18% | New | 36,983 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +1.7% | 36,912 | $2.9M |
| Gotham Asset Management | 0.01% | Add +124.5% | 36,578 | $2.8M |
| Jacobsen Capital Management | 0.83% | Add +9.5% | 36,570 | $2.8M |
| MCF Advisors LLC | 0.10% | Reduce -2.4% | 36,379 | $2.8M |
| Westfuller Advisors, LLC | 1.03% | Add +2.7% | 36,374 | $2.8M |
| Acropolis Investment Management, LLC | 0.11% | Add +1.7% | 36,330 | $2.8M |
| Opus Financial Solutions LLC | 2.28% | Reduce -4.1% | 36,324 | $2.8M |
| Forum Private Client Group LLC | 0.84% | Reduce -8.0% | 36,285 | $2.8M |
| Websterrogers Financial Advisors, LLC | 0.72% | Reduce -8.3% | 35,916 | $2.8M |
| Legacy Wealth Partners, LLC | 0.62% | Add +5.4% | 35,713 | $2.8M |
| Woodside Wealth Management LLC | 1.93% | Add +2.1% | 35,639 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.42% | Add +0.1% | 35,461 | $2.8M |
| Naples Global Advisors, LLC | 0.17% | Add +4.5% | 35,289 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +35.0% | 35,257 | $2.7M |
| Prostatis Group LLC | 0.64% | Reduce -4.9% | 35,232 | $2.7M |
| Evanson Financial, LLC | 0.13% | — | 35,111 | $2.7M |
| Greenspring Advisors, LLC | 0.15% | Add +1.7% | 34,395 | $2.7M |
| Waverly Advisors, LLC | 0.02% | Add +16.1% | 34,256 | $2.7M |
| Level Wealth Management LLC | 1.06% | Add +10.2% | 34,088 | $2.7M |
| FIDELIS iM, LLC | 0.89% | Reduce -39.7% | 33,432 | $2.6M |
| American Investment Services, Inc. | 0.55% | Add +3.0% | 33,262 | $2.6M |
| PFG Advisors | 0.13% | Add +9.0% | 33,240 | $2.6M |
| Proffitt & Goodson Inc. | 0.36% | Add +2.6% | 33,210 | $2.6M |
| Spire Wealth Management | 0.08% | Add +24.6% | 33,012 | $2.6M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +205.6% | 32,914 | $2.6M |
| Avion Wealth | 0.48% | Add +0.2% | 32,891 | $2.6M |
| Becker Capital Management Inc. | 0.07% | Reduce -3.0% | 32,849 | $2.6M |
| Columbia Asset Management | 0.44% | Add +0.1% | 32,731 | $2.6M |
| Roundview Capital LLC | 0.14% | Add +0.8% | 32,693 | $2.5M |
| Enstar Group LTD | 1.16% | No change | 32,166 | $2.5M |
| Old Port Advisors | 0.49% | Add +2.5% | 32,144 | $2.5M |
| Aua Capital Management, LLC | 1.16% | Reduce -0.5% | 32,079 | $2.5M |
| Cary Street Partners Financial LLC | 0.05% | Add +0.9% | 32,045 | $2.5M |
| Brighton Securities Corp. | 1.06% | Add +1.7% | 31,691 | $2.5M |
| Everett Harris & Co. | 0.03% | Reduce -0.8% | 31,254 | $2.4M |
| Whittier Trust Co. | 0.02% | Add +10.4% | 30,884 | $2.4M |
| Independent Financial Group, LLC | 0.04% | Add +4.3% | 30,818 | $2.4M |
| Good Steward Wealth Advisors,LLC | 1.44% | Add +1.1% | 30,583 | $2.4M |
| Certior Financial Group, LLC | 1.29% | Add +7.5% | 30,185 | $2.4M |
| Bragg Financial Advisors, Inc | 0.06% | Add +2.8% | 30,027 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.66% | Add +0.6% | 29,936 | $2.3M |
| Mma Asset Management LLC | 0.74% | Reduce -2.8% | 29,844 | $2.3M |
| Family Wealth Partners, LLC | 0.71% | Reduce -1.9% | 29,607 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.23% | Add +4.3% | 29,587 | $2.3M |
| Eclectic Associates Inc. | 0.26% | Reduce -8.8% | 29,584 | $2.3M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -3.4% | 29,494 | $2.3M |
| Atlanta Consulting Group Advisors, LLC | 0.36% | Add +4.6% | 29,411 | $2.3M |
| Harpswell Capital Advisors, LLC | 1.46% | Add +6.1% | 29,191 | $2.3M |
| Bfsg, LLC | 0.20% | Add +2.4% | 29,159 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +2.3% | 29,104 | $2.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.78% | Add +7.6% | 29,078 | $2.3M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -1.8% | 29,078 | $2.3M |
| PFG Investments, LLC | 0.09% | Add +20.4% | 29,002 | $2.3M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.2% | 28,981 | $2.3M |
| Entruity Wealth, LLC | 1.46% | New | 28,958 | $2.3M |
| Navalign, LLC | 0.52% | Add +5.5% | 28,900 | $2.3M |
| GreatBanc Trust CO | 1.39% | Add +6.1% | 28,782 | $2.2M |
| Chicago Partners Investment Group LLC | 0.04% | Add +13.5% | 28,903 | $2.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.27% | Add +20.3% | 28,683 | $2.2M |
| Evergreen Wealth Management, LLC | 1.04% | Add +4.4% | 28,421 | $2.2M |
| Absolute Capital Management, LLC | 0.55% | Add +8.9% | 28,118 | $2.2M |
| Crestwood Advisors Group, LLC | 0.03% | Add +2.4% | 27,937 | $2.2M |
| Paladin Partners, LLC | 1.43% | Add +7.7% | 27,797 | $2.2M |
| American Financial & Tax Strategies Inc. | 0.97% | No change | 27,606 | $2.2M |
| Thompson Investment Management, Inc. | 0.25% | Add +1.2% | 27,588 | $2.1M |
| Massachusetts Wealth Management | 0.81% | Reduce -1.1% | 27,442 | $2.1M |
| FMR LLC | 0.00% | Add +39.2% | 27,413 | $2.1M |
| PW Nova Financial Services LLC | 0.46% | New | 27,347 | $2.1M |
| Old National Bancorp | 0.04% | Reduce -3.2% | 27,296 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.21% | Add +1.3% | 27,260 | $2.1M |
| Provident Wealth Management, LLC | 0.55% | Reduce -3.4% | 27,260 | $2.1M |
| Marathon Wealth Advisors LLC | 0.73% | Add +4.1% | 27,218 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.18% | Add +2.7% | 27,192 | $2.1M |
| HMV Wealth Advisors, LLC | 0.82% | Reduce -3.3% | 27,152 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.25% | Add +17.9% | 27,140 | $2.1M |
| Stonebridge Financial Group, LLC | 0.29% | — | 26,977 | $2.1M |
| LifePlan Investment Advisors, Inc. | 0.72% | Add +1.2% | 26,777 | $2.1M |
| First Interstate Bank | 0.11% | Add +8.6% | 26,743 | $2.1M |
| Mengis Capital Management, Inc. | 0.32% | Add +2.4% | 26,592 | $2.1M |
| Tiaa Trust, National Association | 0.12% | Add +24.9% | 26,308 | $2.0M |
| Bluedoor Private Wealth, LLC | 0.86% | Reduce -3.5% | 26,304 | $2.0M |
| Thomasville National Bank | 0.11% | — | 26,247 | $2.0M |
| Kovack Advisors, Inc. | 0.10% | Add +4.8% | 26,036 | $2.0M |
| Everhart Financial Group, Inc. | 0.13% | Reduce -2.7% | 25,891 | $2.0M |
| Cheviot Value Management, LLC | 0.20% | Reduce -0.9% | 25,671 | $2.0M |
| TritonPoint Partners, LLC | 0.17% | New | 25,550 | $2.0M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -8.3% | 25,494 | $2.0M |
| CoreCap Advisors, LLC | 0.06% | Add +0.5% | 25,428 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -1.1% | 25,348 | $2.0M |
| Greenbush Financial Group, LLC | 0.58% | Add +7.5% | 25,325 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $1.9M |
| Fiduciary Group, LLC | 0.15% | Reduce -2.5% | 24,998 | $1.9M |
| Madrid Wealth Management, LLC | 1.28% | Reduce -5.9% | 24,962 | $1.9M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.5% | 24,614 | $1.9M |
| Western Wealth Management, LLC | 0.06% | Add +3.8% | 24,396 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.25% | Add +0.5% | 24,109 | $1.9M |
| Advisors Preferred, LLC | 0.29% | New | 24,015 | $1.9M |
| Fiduciary Advisors, Inc. | 1.25% | Reduce -4.0% | 23,902 | $1.9M |
| Hardy Reed LLC | 0.12% | Add +0.6% | 23,810 | $1.9M |
| Family Legacy, Inc. | 0.49% | Reduce -1.2% | 23,722 | $1.8M |
| Cahaba Wealth Management, Inc. | 0.11% | Add +4.1% | 23,702 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.1% | 23,599 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -5.6% | 23,523 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -8.8% | 23,304 | $1.8M |
| Level Four Advisory Services, LLC | 0.05% | Add +11.3% | 23,300 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.43% | Reduce -15.9% | 22,970 | $1.8M |
| Legacy Financial Group LLC | 0.20% | Reduce -33.8% | 22,782 | $1.8M |
| One Wealth Map LLC | 0.83% | Add +9.9% | 22,794 | $1.8M |
| Financial Concepts Unlimited, Inc. | 1.38% | Add +21.6% | 22,601 | $1.8M |
| Hickory Point Bank & Trust | 1.06% | Add +17.2% | 22,515 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | Add +3.3% | 22,395 | $1.7M |
| Northwest Wealth Management, LLC | 0.23% | Reduce -1.8% | 22,360 | $1.7M |
| PAX Financial Group, LLC | 0.26% | Reduce -3.5% | 22,339 | $1.7M |
| IFP Advisors, Inc | 0.03% | Reduce -19.6% | 22,298 | $1.7M |
| Cadent Capital Advisors, LLC | 0.36% | Reduce -0.6% | 22,272 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -6.1% | 21,889 | $1.7M |
| Allen Investment Management, LLC | 0.02% | Add +9.4% | 21,625 | $1.7M |
| Yukon Wealth Management, Inc. | 0.48% | Reduce -37.5% | 21,378 | $1.7M |
| Ascent Group, LLC | 0.05% | New | 21,276 | $1.7M |
| ATLas Financial Planning LLC | 1.34% | Reduce -4.5% | 21,276 | $1.7M |
| Aerodigm Wealth, LLC | 0.56% | Add +1.4% | 21,195 | $1.7M |
| Aries Wealth Management | 0.32% | Add +24.3% | 21,168 | $1.6M |
| Timbuktu Capital Management, LLC | 2.48% | — | 21,167 | $1.6M |
| Freedom Investment Management, Inc. | 0.45% | Reduce -0.8% | 20,967 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.35% | Reduce -0.0% | 20,867 | $1.6M |
| BDFS Capital LLC | 0.71% | Add +30.2% | 20,846 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.14% | Add +29.1% | 20,694 | $1.6M |
| Bokf, NA | 0.02% | Reduce -16.9% | 20,571 | $1.6M |
| Powerhouse Assets LLC | 1.30% | Add +3.1% | 20,500 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.25% | Reduce -7.3% | 20,475 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +2.5% | 20,433 | $1.6M |
| Rothschild Investment LLC | 0.06% | Add +0.1% | 20,242 | $1.6M |
| Deutsche Bank AG | 0.00% | No change | 20,070 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -3.6% | 20,063 | $1.6M |
| Maseco LLP | 0.04% | Reduce -7.6% | 19,974 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.7% | 19,898 | $1.6M |
| Signal Advisors Wealth, LLC | 0.08% | Add +4.4% | 19,762 | $1.5M |
| Security Financial Services, INC. | 0.21% | Add +0.7% | 19,509 | $1.5M |
| Sagace Wealth Management LLC | 0.96% | Add +1.3% | 19,479 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.22% | Reduce -0.4% | 19,468 | $1.5M |
| Ashton Thomas Securities, LLC | 0.22% | Add +5.6% | 19,307 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -29.7% | 19,267 | $1.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -19.3% | 19,175 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.32% | Add +0.1% | 19,112 | $1.5M |
| Pacific Financial Group Inc. | 0.71% | Reduce -20.4% | 18,956 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | New | 18,830 | $1.5M |
| Selective Wealth Management, Inc. | 0.38% | Reduce -6.8% | 18,851 | $1.5M |
| Stonebridge Financial Group, LLC | 0.11% | Reduce -18.4% | 18,673 | $1.5M |
| RCS Financial Planning, LLC | 0.68% | Add +12.4% | 18,496 | $1.4M |
| Hollencrest Capital Management | 0.09% | Reduce -1.3% | 18,459 | $1.4M |
| Independent Family Office, LLC | 0.58% | Add +74.2% | 18,432 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.45% | Add +68.2% | 18,396 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.48% | Add +3.0% | 18,370 | $1.4M |
| PCM Encore, LLC | 0.25% | Reduce -5.7% | 18,342 | $1.4M |
| Keybank National Association | 0.00% | Add +0.7% | 18,223 | $1.4M |
| Legacy Solutions, LLC | 1.14% | Add +11.0% | 18,053 | $1.4M |
| Rockwood Wealth Management, LLC | 0.09% | Add +11.3% | 17,960 | $1.4M |
| Riverbend Wealth Management, LLC | 0.71% | Add +14.0% | 17,835 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.29% | Add +3.5% | 17,808 | $1.4M |
| Ascent Wealth Partners, LLC | 0.14% | Add +1.9% | 17,781 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.45% | No change | 17,772 | $1.4M |
| Bluespring Wealth Management, LLC | 0.03% | Add +136.6% | 17,701 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.0% | 17,661 | $1.4M |
| Bison Wealth, LLC | 0.13% | New | 17,618 | $1.4M |
| Aegis Wealth Management LLC | 0.64% | Add +1.8% | 17,539 | $1.4M |
| Insigneo Advisory Services, LLC | 0.05% | New | 17,420 | $1.4M |
| Highland Investment Advisors LLC | 0.59% | — | 17,309 | $1.3M |
| Rosenberg Matthew Hamilton | 0.25% | Reduce -17.8% | 17,296 | $1.3M |
| Ethos Financial Group, LLC | 0.09% | Reduce -40.4% | 17,314 | $1.3M |
| Richmond Brothers, Inc. | 0.69% | Reduce -47.2% | 17,107 | $1.3M |
| Howard Financial Services, LTD. | 0.13% | Reduce -19.0% | 17,044 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -13.7% | 17,021 | $1.3M |
| Guidance Capital, Inc. | 0.28% | Add +7.3% | 17,036 | $1.3M |
| L.K. Benson & Company, P.C. | 0.39% | Add +1.8% | 16,667 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.34% | Reduce -0.6% | 16,603 | $1.3M |
| AMG National Trust Bank | 0.03% | Reduce -11.2% | 16,489 | $1.3M |
| Hershey Financial Advisers, LLC | 0.91% | Reduce -9.5% | 16,349 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -3.2% | 16,342 | $1.3M |
| Quartz Partners, LLC | 0.41% | New | 16,180 | $1.3M |
| Aureus Asset Management, LLC | 0.07% | Add +1.4% | 15,686 | $1.2M |
| Smithbridge Asset Management Inc. | 0.17% | No change | 15,550 | $1.2M |
| CVA Family Office, LLC | 0.11% | Add +1.6% | 15,444 | $1.2M |
| Verum Partners LLC | 0.18% | Reduce -15.0% | 15,318 | $1.2M |
| Global Financial Private Client, LLC | 0.32% | Add +0.5% | 15,219 | $1.2M |
| LongView Wealth Management | 0.30% | Reduce -4.4% | 15,166 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Reduce -21.3% | 15,148 | $1.2M |
| Womack Financial LLC | 0.77% | Reduce -15.9% | 14,865 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.14% | Add +0.5% | 14,816 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.7% | 14,796 | $1.2M |
| Cumberland Advisors Inc. | 0.41% | Add +13.6% | 14,780 | $1.2M |
| Syntegra Private Wealth Group, LLC | 0.09% | Reduce -11.3% | 14,735 | $1.1M |
| CWA Asset Management Group, LLC | 0.04% | Add +1.1% | 14,655 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 14,628 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -9.9% | 14,454 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.1% | 14,416 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.04% | No change | 14,299 | $1.1M |
| Hall Laurie J Trustee | 0.35% | No change | 14,267 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.60% | Add +1.6% | 14,055 | $1.1M |
| Maridea Wealth Management LLC | 0.12% | Add +10.6% | 14,006 | $1.1M |
| Larson Financial Group LLC | 0.03% | Reduce -0.7% | 13,964 | $1.1M |
| Transcendent Capital Group LLC | 0.42% | Reduce -2.8% | 13,946 | $1.1M |
| Csenge Advisory Group | 0.04% | Reduce -0.7% | 13,863 | $1.1M |
| Navigate Wealth Management, LLC | 0.67% | Add +36.2% | 13,827 | $1.1M |
| Schwartz Investment Counsel Inc. | 0.04% | Reduce -8.3% | 13,750 | $1.1M |
| International Assets Investment Management, LLC | 0.06% | Add +0.1% | 13,755 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.2% | 13,681 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Add +0.6% | 13,668 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +96.5% | 13,648 | $1.1M |
| Americana Partners, LLC | 0.02% | Add +19.8% | 13,606 | $1.1M |
| Compass Ion Advisors, LLC | 0.09% | No change | 13,503 | $1.1M |
| Washington Trust Bank | 0.07% | Add +316.6% | 13,418 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -25.7% | 13,417 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -34.9% | 13,361 | $1.0M |
| Amicus Financial Advisors, LLC | 0.26% | Add +7.1% | 13,337 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -32.9% | 13,278 | $1.0M |
| TruNorth Capital Management, LLC | 0.16% | Reduce -13.7% | 13,135 | $1.0M |
| Trust Co. of Vermont | 0.04% | — | 13,126 | $1.0M |
| Parisi Gray Wealth Management | 0.21% | Reduce -31.9% | 13,082 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -26.2% | 13,052 | $1.0M |
| SHUTTLEWORTH & Co | 0.81% | Reduce -0.5% | 13,037 | $1.0M |
| Aprio Wealth Management, LLC | 0.05% | Reduce -18.6% | 12,961 | $1.0M |
| Advyzon Investment Management, LLC | 0.07% | Reduce -6.4% | 12,859 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Add +2.2% | 12,717 | $991K |
| Lynx Investment Advisory | 0.32% | Add +165.0% | 12,653 | $986K |
| Chapin Davis, Inc. | 0.17% | Reduce -0.5% | 12,524 | $976K |
| Secured Retirement Advisors, LLC | 0.49% | Reduce -13.9% | 12,299 | $958K |
| Loudon Investment Management, LLC | 0.47% | Add +13.6% | 12,271 | $956K |
| Southland Equity Partners LLC | 0.17% | Reduce -10.2% | 12,193 | $950K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 12,182 | $949K |
| FSM Wealth Advisors, LLC | 0.10% | Add +0.9% | 12,145 | $946K |
| Motco | 0.08% | Reduce -15.7% | 12,131 | $945K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +2.7% | 11,939 | $930K |
| Pine Harbor Wealth Management, LLC | 0.25% | Reduce -0.5% | 11,905 | $928K |
| Unison Advisors LLC | 0.06% | Reduce -5.3% | 11,868 | $925K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -47.3% | 11,826 | $921K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +397.1% | 11,841 | $919K |
| Saiph Capital, LLC | 0.27% | Reduce -1.8% | 11,708 | $912K |
| SAM Advisors, LLC | 0.25% | Add +10.1% | 11,691 | $911K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.2% | 11,643 | $907K |
| United Bank | 0.11% | Add +5.1% | 11,600 | $904K |
| Oak Grove Capital LLC | 0.06% | Reduce -47.0% | 11,290 | $880K |
| Red Wave Investments LLC | 0.22% | Add +29.5% | 11,289 | $880K |
| FMB Wealth Management | 0.32% | Reduce -2.3% | 11,273 | $878K |
| Principia Wealth Advisory, LLC | 0.44% | Reduce -2.9% | 11,170 | $870K |
| Cooper Financial Group | 0.07% | Add +13.0% | 11,121 | $866K |
| Powers Advisory Group, LLC | 0.27% | Reduce -0.3% | 11,114 | $866K |
| MBL Wealth, LLC | 0.06% | No change | 11,105 | $865K |
| Opus Capital Group, LLC | 0.08% | No change | 11,095 | $864K |
| Armbruster Capital Management, Inc. | 0.13% | No change | 11,087 | $864K |
| Center For Asset Management LLC | 0.38% | Add +0.4% | 11,078 | $863K |
| Generations Wealth, LLC | 0.82% | Reduce -0.1% | 11,035 | $860K |
| Fiera Capital Corp | 0.00% | Add +36.3% | 11,001 | $857K |
| Gradient Capital Advisors, LLC | 0.20% | Add +0.8% | 10,982 | $856K |
| Operose Advisors LLC | 0.17% | Add +0.7% | 10,969 | $855K |
| Rossby Financial, LCC | 0.16% | Reduce -25.4% | 10,962 | $854K |
| TrustWell Financial Advisors, LLC | 0.72% | Add +0.5% | 10,957 | $854K |
| Texas Bank & Trust Co | 0.28% | No change | 10,940 | $852K |
| Tower Bridge Advisors | 0.08% | Reduce -2.9% | 10,832 | $844K |
| Maripau Wealth Management LLC | 0.30% | Add +1.9% | 10,663 | $831K |
| Legacy Advisors, LLC | 0.08% | Add +15.6% | 10,648 | $830K |
| Archer Investment Corp | 0.16% | Reduce -4.4% | 10,627 | $828K |
| BCS Private Wealth Management, Inc. | 0.25% | Add +16.7% | 10,583 | $825K |
| Lighthouse Wealth Management Inc. | 0.51% | Add +6.5% | 10,582 | $824K |
| Red Cedar Investment Management, LLC | 0.08% | No change | 10,560 | $823K |
| Equity Investment Corp. | 0.02% | Reduce -15.5% | 10,545 | $822K |
| Rock Point Advisors, LLC | 0.20% | Add +2.4% | 10,510 | $819K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -0.5% | 10,457 | $815K |
| Hillcrest Wealth Advisors - NY, LLC | 0.29% | Add +0.6% | 10,440 | $813K |
| Eagle Strategies LLC | 0.08% | Add +3.4% | 10,411 | $811K |
| Calamos Wealth Management LLC | 0.02% | Reduce -66.6% | 10,333 | $805K |
| Legacy Financial Advisors, Inc. | 0.10% | Reduce -9.2% | 10,315 | $804K |
| Krilogy Financial LLC | 0.02% | Add +1.9% | 10,284 | $801K |
| Emergent Wealth Advisors, LLC | 0.41% | Reduce -0.6% | 10,224 | $797K |
| Planning Strategies Inc. | 0.49% | — | 10,139 | $790K |
| HBE Wealth Management, LLC | 0.57% | Reduce -3.2% | 10,127 | $789K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 10,100 | $787K |
| Alhambra Investment Management LLC | 0.34% | Add +3.0% | 10,067 | $784K |
| Gridiron Partners, LLC | 0.41% | Add +0.5% | 10,041 | $780K |
| REAP Financial Group, LLC | 0.13% | Reduce -0.4% | 10,000 | $779K |
| Andrews, Lucia Wealth Management LLC | 0.41% | Reduce -5.9% | 10,001 | $779K |
| Facet Wealth, Inc. | 0.01% | Add +2.9% | 9,946 | $775K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +30.0% | 9,906 | $772K |
| Flatrock Wealth Partners LLC | 0.30% | Add +0.5% | 9,906 | $772K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | Reduce -14.3% | 9,892 | $771K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | No change | 9,875 | $769K |
| Continuum Advisory, LLC | 0.06% | Add +57.0% | 9,846 | $767K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Reduce -5.5% | 9,831 | $766K |
| Cornerstone Planning Group LLC | 0.10% | Add +6.1% | 9,831 | $762K |
| VERITY Wealth Advisors | 0.46% | No change | 9,767 | $761K |
| Asset Management Group, Inc. | 0.11% | Add +0.8% | 9,688 | $755K |
| Nuveen, LLC | 0.00% | New | 9,687 | $755K |
| Clearstead Advisors, LLC | 0.01% | Add +2.4% | 9,643 | $751K |
| FSA Investment Group, LLC | 0.24% | Add +8.2% | 9,548 | $744K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -23.5% | 9,464 | $737K |
| Wellington-Altus USA Inc. | 0.52% | Reduce -5.6% | 9,386 | $736K |
| Quadrant Capital Group LLC | 0.02% | No change | 9,360 | $729K |
| ABLE Financial Group, LLC | 0.12% | No change | 9,357 | $729K |
| Protective Life Corp. | 5.20% | Reduce -57.6% | 9,343 | $728K |
| Atlatl Advisers LLC | 0.17% | Reduce -31.4% | 9,328 | $727K |
| Seeds Investor LLC | 0.07% | Reduce -32.0% | 9,328 | $727K |
| Barrett & Company, Inc. | 0.20% | Add +0.1% | 9,310 | $725K |
| Zhang Financial LLC | 0.02% | Reduce -1.6% | 9,299 | $724K |
| Kelly Financial Services LLC | 0.15% | Add +197.6% | 9,297 | $724K |
| Ballast Financial Advisors LLC | 0.66% | Add +3.1% | 9,286 | $723K |
| Physician Wealth Solutions Inc. | 0.27% | No change | 9,245 | $720K |
| First PREMIER Bank | 0.12% | Reduce -12.0% | 9,237 | $720K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 9,129 | $711K |
| Sequent Planning LLC | 0.15% | Add +13.0% | 9,099 | $709K |
| ProVise Management Group, LLC | 0.05% | Reduce -7.1% | 9,052 | $705K |
| Davidson Trust Co. | 0.27% | Reduce -5.7% | 9,044 | $705K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.7% | 9,040 | $704K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -6.7% | 9,030 | $704K |
| Security National Bank | 0.08% | Reduce -4.8% | 9,030 | $704K |
| Wealth Forward, LLC | 0.35% | No change | 9,001 | $701K |
| Elevation Wealth Partners, LLC | 0.21% | Add +610.4% | 8,923 | $695K |
| Vectors Research Management, LLC | 0.18% | Reduce -23.4% | 8,911 | $694K |
| Beacon Financial Advisory LLC | 0.14% | Add +28.8% | 8,904 | $694K |
| VestGen Investment Management | 0.37% | Reduce -2.6% | 8,883 | $692K |
| Van Cleef Asset Management,Inc | 0.07% | Reduce -4.3% | 8,848 | $689K |
| International Private Wealth Advisors LLC | 0.35% | Reduce -2.2% | 8,823 | $687K |
| Matisse Capital | 0.28% | Add +0.1% | 8,823 | $687K |
| McLean Asset Management Corp | 0.09% | New | 8,750 | $679K |
| Madden Advisory Services, Inc. | 0.24% | Add +9.3% | 8,703 | $678K |
| Tumwater Wealth Management, LLC | 0.24% | Add +2.8% | 8,655 | $674K |
| Tiemann Investment Advisors, LLC | 0.24% | Add +3.6% | 8,618 | $671K |
| Baker Ellis Asset Management LLC | 0.07% | Add +16.4% | 8,500 | $662K |
| Burling Wealth Partners, LLC | 0.10% | Add +0.1% | 8,460 | $659K |
| Courier Capital LLC | 0.03% | Reduce -8.4% | 8,454 | $659K |
| Avise Financial Cooperative, Inc. | 0.47% | New | 8,413 | $655K |
| McLaughlin Asset Management, Inc. | 0.45% | Reduce -37.1% | 8,377 | $653K |
| Laurel Oak Wealth Management, LLC | 0.10% | Add +9.7% | 8,371 | $652K |
| Chico Wealth RIA | 0.34% | Add +0.2% | 8,322 | $648K |
| DMKC Advisory Services, LLC | 0.12% | Add +65.1% | 8,282 | $645K |
| Disciplined Investments, LLC | 0.21% | Add +0.8% | 8,276 | $645K |
| Donalies Financial Planning, LLC | 0.47% | Add +21.4% | 8,172 | $637K |
| Frank, Rimerman Advisors LLC | 0.04% | Reduce -1.6% | 8,153 | $635K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,146 | $631K |
| Diversify Wealth Management, LLC | 0.01% | Add +21.9% | 8,146 | $631K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.1% | 8,090 | $631K |
| McClarren Financial Advisors, Inc. | 0.33% | Reduce -0.2% | 8,089 | $630K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +11.1% | 8,047 | $627K |
| Quantinno Capital Management LP | 0.00% | Add +24.5% | 7,968 | $621K |
| Guardsman Private Capital Management, Inc. | 0.43% | No change | 7,932 | $618K |
| Hyundai Investments Co., Ltd. | 0.66% | Add +58.8% | 7,788 | $608K |
| Elevate Capital Advisors, LLC | 0.33% | New | 7,762 | $605K |
| VSM Wealth Advisory, LLC | 0.16% | Add +38.8% | 7,752 | $604K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 7,738 | $603K |
| Burney Co./ | 0.02% | Reduce -0.2% | 7,669 | $598K |
| Hilltop Holdings Inc. | 0.05% | Add +11.8% | 7,642 | $595K |
| NBH Bank | 0.25% | — | 7,635 | $595K |
| First American Bank | 0.03% | New | 7,587 | $591K |
| Simplicity Wealth,LLC | 0.02% | Add +19.6% | 7,577 | $590K |
| FourThought Financial Partners, LLC | 0.05% | Add +0.0% | 7,526 | $586K |
| My Personal CFO, LLC | 0.23% | Reduce -27.8% | 7,519 | $586K |
| Moors & Cabot, Inc. | 0.02% | Add +24.9% | 7,510 | $585K |
| Narus Financial Partners, LLC | 0.15% | Reduce -17.2% | 7,488 | $583K |
| Team Financial Group, LLC | 0.25% | Reduce -0.6% | 7,451 | $580K |
| Cauble & Harre Wealth Management, Inc. | 0.46% | No change | 7,378 | $575K |
| Brown, Lisle/Cummings, Inc. | 0.13% | No change | 7,369 | $574K |
| RIA Advisory Group LLC | 0.13% | Add +1.0% | 7,355 | $573K |
| SRH Advisors, LLC | 0.15% | Reduce -5.0% | 7,313 | $570K |
| Regions Financial Corp. | 0.00% | Add +1.7% | 7,299 | $569K |
| Tortoise Investment Management, LLC | 0.04% | Add +1.8% | 7,288 | $568K |
| Prairie Advisory, LLC | 0.14% | — | 7,277 | $567K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -79.3% | 7,277 | $567K |
| FPC Investment Advisory, Inc. | 0.27% | New | 7,283 | $566K |
| Accelerate Investment Advisors LLC | 0.32% | Add +4.5% | 7,216 | $562K |
| Sandy Cove Advisors, LLC | 0.14% | Reduce -9.5% | 7,199 | $561K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 7,185 | $560K |
| Cardiff Park Advisors, LLC | 0.04% | Add +11.9% | 7,167 | $558K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.05% | Add +24.5% | 7,145 | $557K |
| Woodward Financial Advisors, Inc. | 0.19% | — | 7,132 | $556K |
| Brookmont Capital Management | 0.30% | Reduce -13.2% | 7,108 | $554K |
| BCS Wealth Management | 0.10% | Add +3.8% | 7,039 | $548K |
| SpringVest Wealth Management LLC | 0.34% | Add +0.9% | 7,036 | $548K |
| Minot DeBlois Advisors LLC | 0.47% | Add +0.1% | 7,013 | $546K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.3% | 6,994 | $545K |
| BridgePort Financial Solutions, LLC | 0.14% | No change | 6,993 | $545K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.0% | 6,979 | $544K |
| Two West Capital Advisors LLC | 0.27% | Add +3.4% | 6,992 | $543K |
| Cary Street Partners Investment Advisory LLC | 0.11% | No change | 6,954 | $542K |
| Reston Wealth Management LLC | 0.15% | Reduce -26.5% | 6,940 | $541K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,900 | $538K |
| Samalin Investment Counsel, LLC | 0.17% | Reduce -2.0% | 6,836 | $533K |
| Capital City Trust Co. | 0.11% | No change | 6,814 | $531K |
| Summit Wealth Group, LLC | 0.11% | Add +0.3% | 6,813 | $531K |
| CWS Financial Advisors, LLC | 0.12% | Add +2.6% | 6,808 | $530K |
| Kestra Investment Management, LLC | 0.01% | New | 6,785 | $529K |
| Life Planning Partners, Inc | 0.39% | Reduce -1.9% | 6,733 | $525K |
| HRT Financial LP | 0.00% | New | 6,737 | $524K |
| Chatham Capital Group, Inc. | 0.07% | No change | 6,714 | $523K |
| Intergy Private Wealth, LLC | 0.12% | Add +11.4% | 6,710 | $523K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,701 | $522K |
| Bridgewealth Advisory Group, LLC | 0.10% | Add +1.6% | 6,689 | $521K |
| Townsend Financial Planning, LLC | 0.45% | Add +0.5% | 6,686 | $521K |
| Barnes Wealth Management Group, Inc | 0.24% | Reduce -1.8% | 6,670 | $520K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -17.7% | 6,637 | $517K |
| Delta Financial Advisors LLC | 0.12% | Add +11.7% | 6,617 | $516K |
| Gibraltar Capital Management, Inc. | 0.08% | Reduce -9.0% | 6,600 | $514K |
| Breakwater Investment Management | 0.17% | Reduce -1.3% | 6,579 | $513K |
| James Investment Research, Inc. | 0.05% | Add +10.9% | 6,554 | $511K |
| HCR Wealth Advisors | 0.05% | Add +0.2% | 6,526 | $508K |
| Wiregrass Investment Management LLC | 0.35% | No change | 6,500 | $506K |
| Hiley Hunt Wealth Management | 0.20% | Add +2.0% | 6,477 | $505K |
| APS Management Group, Inc. | 0.39% | Add +10.8% | 6,444 | $502K |
| Franklin Resources Inc. | 0.00% | No change | 6,394 | $498K |
| Independent Advisor Alliance | 0.01% | Reduce -85.3% | 6,378 | $497K |
| Lido Advisors, LLC | 0.00% | Reduce -74.2% | 6,371 | $496K |
| Spinnaker Trust | 0.02% | No change | 6,366 | $496K |
| Cogent Strategic Wealth LLC | 0.47% | Reduce -1.9% | 6,348 | $495K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 6,330 | $491K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 6,255 | $487K |
| Strategic Blueprint, LLC | 0.02% | Add +52.4% | 6,220 | $485K |
| Wbi Investments, LLC | 0.12% | Reduce -14.4% | 6,195 | $483K |
| Accretive Wealth Partners, LLC | 0.12% | Add +22.1% | 6,178 | $481K |
| Olde Wealth Management, LLC | 0.14% | No change | 6,174 | $481K |
| Washington Trust Advisors, Inc. | 0.04% | Add +0.5% | 6,159 | $480K |
| TrueWealth Advisors, LLC | 0.11% | Add +1.0% | 6,146 | $479K |
| Integrated Wealth Management | 0.51% | Reduce -6.5% | 6,136 | $478K |
| Argus Investors' Counsel, Inc. | 0.37% | Reduce -0.2% | 6,091 | $475K |
| Vestia Personal Wealth Advisors | 0.18% | Add +1.5% | 6,068 | $473K |
| Sidoxia Capital Management, LLC | 0.35% | Add +3.6% | 6,071 | $473K |
| Seizert Capital Partners, LLC | 0.02% | Add +1.0% | 6,054 | $472K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.9% | 5,964 | $465K |
| World Equity Group, Inc. | 0.10% | Reduce -14.4% | 5,958 | $464K |
| Baron Financial Group, LLC | 0.22% | Reduce -0.8% | 5,940 | $463K |
| Redwood Investment Management, LLC | 0.05% | Reduce -6.9% | 5,912 | $461K |
| Capital Asset Managemnet, LLC | 1.04% | Reduce -77.3% | 5,910 | $460K |
| Moneco Advisors, LLC | 0.03% | Reduce -21.8% | 5,883 | $458K |
| United Advisor Group, LLC | 0.05% | Add +1.2% | 5,840 | $455K |
| Liberty Wealth Management LLC | 0.06% | No change | 5,800 | $455K |
| Hardworking Capital Advisors, LLC | 0.37% | Add +10.1% | 5,835 | $455K |
| Axis Wealth Partners, LLC | 0.22% | Add +88.7% | 5,803 | $452K |
| Potomac Fund Management Inc. | 0.01% | Add +2.0% | 5,802 | $452K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -4.0% | 5,798 | $452K |
| Integrity Alliance, Llc. | 0.01% | Add +15.7% | 5,793 | $451K |
| Shayne & Jacobs, LLC | 0.13% | No change | 5,775 | $450K |
| Monument Group Wealth Advisors, LLC | 0.22% | Add +5.5% | 5,110 | $449K |
| Invictus Private Wealth, LLC | 0.02% | Add +50.0% | 5,766 | $449K |
| Reicon Wealth Advisors, LLC | 0.28% | No change | 5,750 | $448K |
| LVW Advisors, LLC | 0.04% | No change | 5,737 | $447K |
| FSA Advisors, Inc. | 0.20% | New | 5,734 | $447K |
| Webster Bank, N. A. | 0.04% | Reduce -9.9% | 5,719 | $446K |
| Diversified Trust Co. | 0.01% | Add +54.5% | 5,689 | $443K |
| CogentBlue Wealth Advisors, LLC | 0.25% | No change | 5,673 | $442K |
| Silver Grove Financial Group, Inc. | 0.24% | Add +51.5% | 5,652 | $440K |
| German American Bancorp, Inc. | 0.03% | No change | 5,623 | $438K |
| A. D. Beadell Investment Counsel, Inc. | 0.28% | Reduce -7.4% | 5,614 | $437K |
| Alamar Capital Management, LLC | 0.22% | Reduce -0.3% | 5,600 | $436K |
| Fiduciary Financial Group, LLC | 0.05% | Add +5.4% | 5,566 | $434K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -20.6% | 5,545 | $432K |
| Reliant Investment Partners, LLC | 0.29% | Reduce -2.2% | 5,485 | $427K |
| Revisor Wealth Management LLC | 0.10% | Reduce -1.6% | 5,479 | $427K |
| Envision Financial Planning, LLC | 0.14% | Add +18.3% | 5,479 | $427K |
| Altiora Financial Group, LLC | 0.07% | Reduce -27.4% | 5,478 | $427K |
| Mullaney, Keating & Wright, Inc. | 0.21% | Reduce -2.0% | 5,474 | $426K |
| Range Advisory, LLC | 0.05% | Reduce -8.0% | 5,474 | $426K |
| Hippocratic Financial Advisors, LLC | 0.16% | Add +30.8% | 5,466 | $426K |
| ARK & TLK Investments, LLC | 0.10% | Reduce -0.6% | 5,431 | $423K |
| First Citizens Bank & Trust Co. | 0.01% | New | 5,423 | $423K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -17.3% | 5,416 | $422K |
| Perennial Investment Advisors, LLC | 0.03% | Add +13.8% | 5,405 | $421K |
| FAS Wealth Partners, Inc. | 0.02% | Add +1.5% | 5,340 | $416K |
| Global Assets Advisory, LLC | 0.09% | New | 5,351 | $415K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 5,317 | $414K |
| Mainstream Capital Management LLC | 0.25% | No change | 5,298 | $413K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +7352.1% | 5,291 | $412K |
| WoodTrust Financial Corp | 0.05% | Add +3.7% | 5,284 | $412K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.13% | Reduce -1.0% | 5,315 | $412K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -3.9% | 5,267 | $410K |
| TBH Global Asset Management, LLC | 0.08% | Add +1.9% | 5,264 | $410K |
| Centaurus Financial, Inc. | 0.02% | Add +1.7% | 5,264 | $410K |
| Schiavi & Co LLC | 0.11% | New | 5,260 | $410K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -17.1% | 5,259 | $410K |
| Garde Capital, Inc. | 0.02% | New | 5,251 | $409K |
| Livet Wealth, LLC | 0.24% | Reduce -10.3% | 5,234 | $408K |
| Lodestar Private Asset Management LLC | 0.04% | Add +10.3% | 5,216 | $406K |
| Nicolet Bankshares Inc. | 0.01% | Add +94.0% | 5,225 | $406K |
| EFG International AG | 0.01% | Add +9.1% | 5,214 | $406K |
| Ballentine Capital Advisors, Inc | 0.15% | Reduce -8.4% | 5,214 | $406K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $405K |
| Bridgelight Financial Advisors, Inc. | 0.28% | Reduce -8.4% | 5,190 | $404K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -0.0% | 5,189 | $404K |
| Alexander Labrunerie & Co., Inc. | 0.14% | No change | 5,170 | $403K |
| Hoge Financial Services, LLC | 0.19% | Add +0.7% | 5,159 | $402K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -6.9% | 5,154 | $402K |
| Montecito Bank & Trust | 0.06% | Reduce -12.1% | 5,153 | $401K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -62.4% | 5,148 | $401K |
| Topsail Wealth Management, LLC | 0.05% | Add +1.0% | 5,114 | $398K |
| Stillwater Private Wealth, LLC | 0.26% | Reduce -49.4% | 5,131 | $398K |
| Fisher Asset Management | 0.00% | Add +34.8% | 5,103 | $398K |
| Cambridge Capital Management, LLC | 0.15% | Reduce -3.2% | 5,101 | $397K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 5,097 | $397K |
| Summit Financial, LLC | 0.00% | Reduce -28.8% | 5,054 | $394K |
| Investment Advisory Group, LLC | 0.09% | No change | 5,037 | $392K |
| Visionary Wealth Advisors | 0.02% | New | 5,031 | $392K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 5,001 | $390K |
| Pointe Capital Management LLC | 0.17% | Reduce -11.8% | 4,990 | $389K |
| Vance Wealth, LLC | 0.09% | Add +9.4% | 4,989 | $389K |
| Bar Harbor Wealth Management | 0.02% | No change | 4,979 | $388K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -0.8% | 4,979 | $388K |
| Duncan Williams Asset Management, LLC | 0.09% | No change | 4,955 | $386K |
| Wealth Advisory Solutions, LLC | 0.08% | Reduce -5.2% | 4,921 | $383K |
| Country Trust Bank | 0.01% | Add +2221.2% | 4,921 | $383K |
| Uptick Partners, LLC | 0.06% | New | 4,905 | $382K |
| Elmwood Wealth Management, Inc. | 0.10% | No change | 4,893 | $381K |
| Creative Financial Designs Inc. | 0.02% | Add +10.4% | 4,834 | $377K |
| Money Concepts Capital Corp. | 0.02% | Add +15.6% | 4,823 | $376K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -3.5% | 4,806 | $374K |
| DUTCH ASSET Corp | 0.19% | Reduce -1.9% | 4,800 | $374K |
| Twin City Private Wealth, LLC | 0.26% | Add +6.4% | 4,779 | $372K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,764 | $371K |
| Private Trust Co. NA | 0.03% | Add +2.3% | 4,758 | $371K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +10.1% | 4,723 | $368K |
| Wynn Capital, LLC | 0.16% | No change | 4,700 | $366K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +7.5% | 4,697 | $366K |
| Davis R M Inc. | 0.01% | Add +4.3% | 4,692 | $366K |
| Crabel Capital Management, LLC | 0.27% | New | 4,683 | $365K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +65.3% | 4,657 | $363K |
| Biltmore Family Office, LLC | 0.05% | Reduce -1.8% | 4,622 | $360K |
| Compass Financial Management LLC | 0.04% | — | 4,629 | $360K |
| Duncker Streett & Co. Inc. | 0.06% | Reduce -31.2% | 4,620 | $360K |
| Forthright Family Wealth Advisory LLC | 0.20% | Reduce -56.1% | 4,618 | $360K |
| J.M. Arbour, LLC | 0.31% | Add +8.1% | 4,614 | $359K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -22.4% | 4,609 | $359K |
| Forefront Wealth Partners, LLC | 0.11% | Add +11.9% | 4,584 | $357K |
| American Trust | 0.03% | Add +9.2% | 4,580 | $357K |
| PMG Wealth Management, Inc. | 0.22% | No change | 4,593 | $357K |
| S.A. Mason LLC | 0.11% | No change | 4,575 | $356K |
| Lansing Street Advisors | 0.08% | Add +45.9% | 4,553 | $355K |
| Pacific Point Advisors, LLC | 0.16% | No change | 4,537 | $353K |
| Capital Advisors Inc. | 0.01% | Add +3.0% | 4,534 | $353K |
| V2 Financial group LLC | 0.13% | Add +11.6% | 4,526 | $353K |
| Wingate Wealth Advisors, Inc. | 0.15% | Add +14.7% | 4,514 | $352K |
| Connors Investor Services Inc. | 0.03% | Add +2.5% | 4,476 | $349K |
| Raleigh Capital Management Inc. | 0.11% | Reduce -5.1% | 4,467 | $348K |
| Keener Financial Planning LLC | 0.12% | No change | 4,465 | $347K |
| Element Pointe Advisors, LLC | 0.06% | No change | 4,441 | $346K |
| Clientfirst Wealth Management, LLC | 0.28% | No change | 4,437 | $346K |
| Private Management Group Inc. | 0.01% | No change | 4,420 | $344K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 4,378 | $341K |
| Integrity Advisory Solutions, LLC | 0.04% | Reduce -11.1% | 4,374 | $341K |
| Prospera Capital Management, LLC | 0.11% | Add +25.4% | 4,358 | $339K |
| Chemistry Wealth Management LLC | 0.05% | No change | 4,304 | $335K |
| Whitener Capital Management, Inc. | 0.07% | New | 4,295 | $335K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -31.1% | 4,292 | $334K |
| SBI Securities Co., Ltd. | 0.01% | Add +32.0% | 4,264 | $332K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -37.3% | 4,260 | $332K |
| Ritholtz Wealth Management | 0.00% | Reduce -30.5% | 4,256 | $332K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 4,240 | $330K |
| Frontier Asset Management, LLC | 0.06% | Add +0.6% | 4,184 | $326K |
| Curi Capital, LLC | 0.01% | Reduce -7.3% | 4,179 | $326K |
| Dravo Bay LLC | 0.11% | Reduce -8.6% | 4,148 | $323K |
| Harbor Investment Advisory, LLC | 0.02% | Add +0.2% | 4,144 | $323K |
| Squire Investment Management Company, LLC | 0.08% | Add +19.1% | 4,129 | $322K |
| Plancorp, LLC | 0.01% | Reduce -88.0% | 4,148 | $321K |
| GeoWealth Management, LLC | 0.01% | Add +3.3% | 4,123 | $321K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +0.7% | 4,065 | $317K |
| SeaBridge Investment Advisors LLC | 0.05% | Reduce -12.8% | 4,029 | $314K |
| Sovran Advisors, LLC | 0.02% | Reduce -11.7% | 4,045 | $314K |
| EnRich Financial Partners LLC | 0.07% | Add +17.0% | 4,013 | $313K |
| Hanover Advisors Inc. | 0.11% | No change | 4,013 | $313K |
| Blue Chip Partners, LLC | 0.02% | Add +1.0% | 4,006 | $312K |
| William John Sempolinski | 0.13% | Reduce -40.2% | 4,000 | $312K |
| Davidson Investment Advisors | 0.01% | No change | 4,000 | $312K |
| Keb Asset Management, LLC | 0.05% | No change | 3,987 | $311K |
| LJI Wealth Management, LLC | 0.04% | Add +15.0% | 3,965 | $309K |
| Ironwood Wealth Management, LLC. | 0.07% | Add +160.9% | 3,943 | $307K |
| Howe & Rusling Inc. | 0.02% | Add +38.9% | 3,907 | $304K |
| Vines Capital Management, LLC | 0.25% | Reduce -2.3% | 3,897 | $304K |
| Beckerman Institutional, LLC | 0.14% | No change | 3,891 | $303K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -5.6% | 3,887 | $303K |
| Altar Rock LLC | 0.44% | No change | 3,883 | $303K |
| Lockerman Financial Group, Inc. | 0.46% | Add +8.8% | 3,882 | $302K |
| Capital Advisor Network LLC | 0.38% | Add +8.2% | 3,875 | $302K |
| Verde Capital Management | 0.06% | Add +3.5% | 3,869 | $301K |
| Maia Wealth LLC | 0.04% | Reduce -13.4% | 3,869 | $301K |
| Libra Wealth LLC | 0.08% | Add +10.1% | 3,850 | $300K |
| Penney Financial, LLC | 0.10% | Reduce -0.8% | 3,830 | $298K |
| Watchman Group, Inc. | 0.07% | Add +7.6% | 3,802 | $296K |
| Davis Wealth Advisors, LLC | 0.23% | Add +0.5% | 3,760 | $293K |
| MidFirst Bank | 0.02% | No change | 3,750 | $292K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -5.9% | 3,736 | $291K |
| Miller Capital Partners, Inc. | 0.11% | Reduce -18.7% | 3,735 | $291K |
| Midwest Trust Co | 0.00% | Reduce -26.3% | 3,719 | $290K |
| Aspiriant, LLC | 0.01% | Add +0.3% | 3,714 | $289K |
| Rather & Kittrell, Inc. | 0.04% | Add +8.7% | 3,713 | $289K |
| Tennessee Valley Asset Management Partners | 0.03% | Add +9.6% | 3,712 | $289K |
| Woodmont Investment Counsel LLC | 0.02% | New | 3,710 | $289K |
| Jacobi Capital Management LLC | 0.01% | Reduce -2.1% | 3,702 | $288K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +10.9% | 3,686 | $287K |
| Coastwise Capital Group, LLC | 0.17% | Reduce -0.7% | 3,681 | $287K |
| Jim Saulnier & Associates, LLC | 0.12% | Reduce -70.4% | 3,676 | $286K |
| Warner Financial, Inc. | 0.08% | No change | 3,649 | $284K |
| Retirement Guys Formula LLC | 0.11% | Add +26.8% | 3,662 | $284K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,641 | $284K |
| Genesis Private Wealth, LLC | 0.08% | Add +3.2% | 3,631 | $283K |
| Ignite Planners, LLC | 0.04% | Reduce -36.3% | 3,612 | $281K |
| Maxele Advisors, LLC | 0.20% | — | 3,600 | $280K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +1.1% | 3,588 | $280K |
| Berger Financial Group, Inc | 0.01% | Add +0.1% | 3,588 | $280K |
| Sonoma Private Wealth LLC | 0.30% | No change | 3,582 | $279K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,547 | $276K |
| Shepherd Street Advisors LLC | 0.24% | No change | 3,554 | $276K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,506 | $273K |
| Modern Wealth Management, LLC | 0.00% | Reduce -10.8% | 3,505 | $273K |
| Accurate Wealth Management, LLC | 0.03% | New | 3,517 | $273K |
| MidAtlantic Capital Management, Inc. | 0.17% | New | 3,494 | $272K |
| Rothschild Wealth LLC | 0.02% | Reduce -21.1% | 3,489 | $272K |
| Serenity Investment Advisors | 0.12% | Reduce -53.3% | 3,500 | $272K |
| Epiq Partners, LLC | 0.12% | New | 3,475 | $271K |
| GatePass Capital, LLC | 0.10% | New | 3,458 | $269K |
| Anchor Investment Management, LLC | 0.02% | Reduce -16.0% | 3,453 | $269K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,429 | $267K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -3.1% | 3,418 | $266K |
| Aufman Associates Inc | 0.11% | Add +4.9% | 3,389 | $264K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $264K |
| Mainsail Asset Management, LLC | 0.10% | Add +0.7% | 3,391 | $263K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | Add +0.3% | 3,377 | $263K |
| E&G Advisors, LLC | 0.05% | No change | 3,370 | $263K |
| Brookwood Investment Group LLC | 0.03% | Add +0.9% | 3,351 | $261K |
| Churchill Financial Advisors, LLC | 0.05% | No change | 3,347 | $261K |
| Kapstone Financial Advisors LLC | 0.11% | New | 3,345 | $261K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 3,340 | $260K |
| Fortitude Advisory Group L.L.C. | 0.10% | New | 3,334 | $260K |
| Nabity-Jensen Investment Management Inc | 0.16% | Reduce -21.4% | 3,332 | $260K |
| Elgethun Capital Management | 0.04% | No change | 3,310 | $258K |
| Synergy Asset Management, LLC | 0.02% | New | 3,287 | $256K |
| Ascension Capital Advisors, Inc. | 0.07% | No change | 3,285 | $256K |
| Tucker Asset Management LLC | 0.06% | Add +20.5% | 3,282 | $256K |
| Mayflower Financial Advisors, LLC | 0.02% | Add +0.3% | 3,268 | $255K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 3,267 | $255K |
| NorthStar Asset Management LLC | 0.05% | Reduce -45.9% | 3,258 | $254K |
| Simmons Bank | 0.01% | Reduce -42.1% | 3,246 | $253K |
| Tenon Financial LLC | 0.08% | Add +1.2% | 3,214 | $250K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | Add +20.2% | 3,197 | $249K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -1.7% | 3,189 | $248K |
| Fort Point Capital Partners LLC | 0.03% | No change | 3,183 | $248K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -0.3% | 3,179 | $248K |
| Montz Harcus Wealth Management LLC | 0.09% | Add +3.0% | 3,170 | $247K |
| Arnold Financial Planning LLC | 0.18% | New | 3,167 | $247K |
| Guardian Asset Advisors, LLC | 0.11% | Add +5.3% | 3,157 | $246K |
| Comprehensive Money Management Services LLC | 0.15% | No change | 3,140 | $245K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 3,123 | $243K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +0.2% | 3,115 | $243K |
| Valley Financial Group, Inc. | 0.12% | Reduce -25.7% | 3,114 | $243K |
| Meadowbrook Advisors Group, LLC | 0.13% | Reduce -35.4% | 3,100 | $242K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Add +8.2% | 3,088 | $241K |
| Seelaus Asset Management LLC | 0.17% | Add +1.1% | 3,085 | $240K |
| Richardson Financial Services Inc. | 0.14% | Reduce -5.6% | 3,072 | $239K |
| BNC Wealth Management, LLC | 0.06% | No change | 3,064 | $239K |
| Meritas Wealth Management, LLC | 0.09% | Add +0.8% | 3,051 | $238K |
| Hancock Whitney Corp. | 0.00% | New | 3,048 | $237K |
| First National Bank & Trust Co. of Newtown | 0.05% | New | 3,059 | $237K |
| Granite Bay Wealth Management, LLC | 0.02% | Add +4.6% | 3,041 | $237K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +1.0% | 3,025 | $236K |
| McNamara Financial Services, Inc. | 0.04% | Add +1.0% | 3,023 | $236K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,017 | $235K |
| Clear Wave Wealth Management LLC | 0.05% | Reduce -22.1% | 3,008 | $234K |
| Guild Investment Management, Inc. | 0.16% | New | 3,000 | $234K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | Reduce -22.2% | 3,000 | $234K |
| SVB Wealth LLC | 0.01% | Reduce -14.3% | 2,986 | $233K |
| GWN Securities Inc. | 0.04% | New | 2,972 | $232K |
| Portland Financial Advisors Inc | 0.42% | No change | 2,971 | $231K |
| Legacy PCG, LLC | 1.15% | No change | 2,987 | $231K |
| Wick Capital Partners, LLC | 0.03% | Reduce -46.5% | 2,964 | $231K |
| CDKV Holdings LLC | 0.18% | No change | 2,961 | $231K |
| Kelleher Financial Advisors | 0.03% | Add +81.4% | 2,960 | $231K |
| Brooks, Moore & Associates, Inc. | 0.10% | Add +11.3% | 2,950 | $230K |
| Proactive Wealth Strategies LLC | 0.04% | Reduce -1.3% | 2,940 | $229K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $229K |
| Wolff Financial Management LLC | 0.05% | Add +0.7% | 2,934 | $229K |
| Pekin Hardy Strauss, Inc. | 0.02% | Add +7.3% | 2,925 | $228K |
| HORAN Wealth, LLC | 0.03% | No change | 2,917 | $227K |
| Towerpoint Wealth, LLC | 0.08% | No change | 2,911 | $227K |
| Windsor Capital Management, LLC | 0.06% | Reduce -0.0% | 2,894 | $226K |
| Opinicus Capital, Inc. | 0.12% | Add +8.6% | 2,892 | $225K |
| West Bancorporation Inc. | 0.10% | New | 2,886 | $225K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,884 | $225K |
| Balentine LLC | 0.01% | Reduce -14.4% | 2,876 | $224K |
| Markowski Investments | 0.05% | — | 2,863 | $223K |
| Goldstein Advisors, LLC | 0.02% | Add +5.5% | 2,861 | $223K |
| Trustmark Bank Trust Department | 0.01% | Add +0.4% | 2,825 | $220K |
| Addison Capital Co | 0.04% | No change | 2,811 | $219K |
| Wetzel Investment Advisors, Inc. | 0.07% | Reduce -63.8% | 2,763 | $215K |
| Kropog Financial Group, LLC | 0.15% | New | 2,753 | $215K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -16.6% | 2,733 | $213K |
| OLIO Financial Planning | 0.05% | Reduce -1.2% | 2,732 | $213K |
| NCM Capital Management, LLC | 0.07% | No change | 2,718 | $212K |
| Smith Thornton Advisors LLC | 0.09% | No change | 2,728 | $211K |
| Atlas Wealth Partners, LLC | 0.23% | No change | 2,686 | $209K |
| Riverpoint Wealth Management Holdings, LLC | 0.04% | New | 2,667 | $208K |
| TrueWealth Financial Partners | 0.09% | Reduce -8.4% | 2,653 | $207K |
| American Money Management, LLC | 0.03% | No change | 2,632 | $205K |
| Granite FO LLC | 0.11% | No change | 2,628 | $205K |
| Triumph Capital Management | 0.04% | Reduce -2.7% | 2,625 | $205K |
| KRM Wealth Management L.L.C. | 0.09% | New | 2,616 | $204K |
| Kera Capital Partners, Inc. | 0.02% | Add +0.0% | 2,585 | $201K |
| FDx Advisors, Inc. | 0.06% | Add +0.2% | 2,572 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $195K |
| American Capital Advisory, LLC | 0.07% | Reduce -15.9% | 2,494 | $194K |
| Murphy & Mullick Capital Management Corp | 0.12% | No change | 2,489 | $194K |
| Lummis Asset Management, LP | 0.11% | No change | 2,460 | $192K |
| Pinney & Scofield, Inc. | 0.09% | Add +0.3% | 2,414 | $188K |
| Golden State Wealth Management, LLC | 0.02% | Add +438.4% | 2,358 | $184K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -11.0% | 2,314 | $180K |
| Ares Financial Consulting, LLC | 0.13% | No change | 2,300 | $179K |
| Security National Bank of Sioux City Iowa | 0.07% | New | 2,245 | $175K |
| Blume Capital Management, Inc. | 0.03% | No change | 2,200 | $171K |
| Cape Investment Advisory, Inc. | 0.05% | New | 2,175 | $169K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,890 | $147K |
| MeadowBrook Investment Advisors LLC | 0.11% | No change | 1,825 | $140K |
| Trust Co. of Toledo NA | 0.01% | Add +100.0% | 1,782 | $139K |
| ESL Trust Services, LLC | 0.02% | No change | 1,780 | $139K |
| WPG Advisers, LLC | 0.08% | No change | 1,764 | $137K |
| Oakmont Advisory Group, LLC | 0.12% | New | 1,764 | $137K |
| Beacon Financial Strategies CORP | 0.07% | No change | 1,704 | $133K |
| Coastline Trust Co | 0.01% | Reduce -0.6% | 1,640 | $128K |
| Pioneer Family Office, LLC | 0.07% | New | 1,637 | $128K |
| Ameriflex Group, Inc. | 0.05% | Reduce -1.0% | 1,628 | $127K |
| Colonial Trust Co / SC | 0.02% | Reduce -7.0% | 1,540 | $120K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,530 | $119K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 1,495 | $117K |
| Addison Advisors LLC | 0.05% | Reduce -10.9% | 1,472 | $115K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.02% | New | 1,480 | $115K |
| Kingdom Financial Group LLC. | 0.03% | Add +401.7% | 1,460 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | Add +66.1% | 1,445 | $113K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.8% | 1,442 | $112K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,429 | $111K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,404 | $109K |
| Dunhill Financial, LLC | 0.02% | Reduce -59.3% | 1,368 | $107K |
| Community Bank, N.A. | 0.01% | No change | 1,350 | $105K |
| Fiduciary Financial Advisors | 0.01% | New | 1,349 | $105K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -6.8% | 1,330 | $104K |
| Pacifica Partners Inc. | 0.03% | No change | 1,292 | $100K |
| Gilpin Wealth Management, LLC | 0.07% | Reduce -4.5% | 1,280 | $100K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,200 | $93K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -6.8% | 1,183 | $92K |
| CENTRAL TRUST Co | 0.00% | Add +82.8% | 1,159 | $90K |
| Global Trust Asset Management, LLC | 0.03% | No change | 1,147 | $89K |
| Millstone Evans Group, LLC | 0.05% | No change | 1,121 | $87K |
| Truvestments Capital LLC | 0.01% | New | 1,099 | $84K |
| Robinson Value Management, Ltd. | 0.04% | No change | 1,066 | $83K |
| Clean Yield Group | 0.02% | No change | 1,064 | $83K |
| Align Financial, LLC | 0.04% | No change | 1,059 | $83K |
| Sachetta, LLC | 0.04% | Add +5.9% | 1,045 | $81K |
| WealthCollab, LLC | 0.03% | No change | 1,018 | $79K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 1,019 | $79K |
| Front Row Advisors LLC | 0.02% | Reduce -11.0% | 1,007 | $78K |
| Maryland Capital Advisors Inc. | 0.02% | — | 971 | $76K |
| First Pacific Financial | 0.01% | Reduce -27.2% | 954 | $74K |
| Evolution Wealth Management Inc. | 0.04% | Add +8.1% | 945 | $74K |
| Birchwood Financial Partners, Inc. | 0.06% | No change | 900 | $70K |
| DecisionPoint Financial, LLC | 0.01% | No change | 891 | $69K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -63.2% | 875 | $68K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -13.9% | 855 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 847 | $66K |
| WealthShield Partners, LLC | 0.01% | Reduce -27.3% | 825 | $64K |
| JPL Wealth Management, LLC | 0.01% | No change | 820 | $64K |
| Blueline Advisors LLC | 0.04% | Add +102.3% | 787 | $61K |
| Tompkins Financial Corp. | 0.00% | No change | 768 | $60K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -7.8% | 761 | $59K |
| Pacific Center for Financial Services | 0.01% | Reduce -4.3% | 733 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 717 | $56K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $55K |
| Crewe Advisors LLC | 0.00% | No change | 679 | $53K |
| Caitlin John, LLC | 0.03% | No change | 674 | $53K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 671 | $52K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 664 | $52K |
| Allied Private Wealth LLC | 0.03% | — | 664 | $52K |
| Signature Equity Partners, LLC | 0.02% | Add +6.4% | 650 | $51K |
| Ascentis Independent Advisors | 0.13% | Reduce -99.0% | 634 | $49K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $49K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 621 | $48K |
| SHP Wealth Management | 0.00% | Reduce -2.5% | 611 | $48K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -23.8% | 600 | $47K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +1.0% | 602 | $47K |
| Ankerstar Wealth, LLC | 0.04% | Reduce -10.2% | 599 | $47K |
| Orion Capital Management LLC | 0.01% | No change | 599 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Add +199.5% | 590 | $46K |
| SYM FINANCIAL Corp | 0.00% | New | 585 | $46K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -20.9% | 583 | $45K |
| Guardian Partners Inc. | 0.00% | New | 550 | $43K |
| 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 | $36K |
| West Paces Advisors Inc. | 0.01% | New | 467 | $36K |
| Center for Financial Planning, Inc. | 0.00% | No change | 450 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | New | 440 | $34K |
| JNBA Financial Advisors | 0.00% | Reduce -60.6% | 439 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 427 | $33K |
| Investors Research Corp | 0.01% | No change | 424 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +5.1% | 410 | $32K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 397 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 389 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 375 | $29K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 350 | $27K |
| Winthrop Capital Management, LLC | 0.01% | No change | 347 | $27K |
| Asset Dedication, LLC | 0.00% | Add +81.6% | 336 | $26K |
| Bangor Savings Bank | 0.00% | No change | 333 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 327 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 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 |
| Versant Capital Management, Inc | 0.00% | Reduce -20.3% | 291 | $23K |
| Transce3nd, LLC | 0.19% | No change | 282 | $22K |
| Bernard Wealth Management Corp. | 0.01% | No change | 277 | $22K |
| Atlas Capital Advisors Inc. | 0.00% | Add +4.2% | 271 | $21K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -63.4% | 271 | $21K |
| Sittner & Nelson, LLC | 0.01% | New | 263 | $20K |
| Tower View Wealth Management LLC | 0.01% | Add +1.1% | 263 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -75.6% | 256 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 256 | $20K |
| Clark Wealth Partners | 0.01% | No change | 250 | $19K |
| Longview Financial Advisors LLC | 0.01% | Add +60.0% | 240 | $19K |
| Capital Investment Counsel, Inc | 0.00% | No change | 235 | $18K |
| Harborfront Financial Group LLC | 0.07% | — | 230 | $18K |
| Nemes Rush Group LLC | 0.00% | Add +40.4% | 226 | $18K |
| Strive Financial Group ,LLC | 0.01% | New | 221 | $17K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -50.2% | 220 | $17K |
| Bayban | 0.01% | Reduce -62.6% | 211 | $16K |
| Signaturefd, LLC | 0.00% | Add +580.6% | 211 | $16K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 204 | $16K |
| Chapman Financial Group, LLC | 0.01% | No change | 200 | $16K |
| Park Place Capital Corp | 0.00% | New | 200 | $16K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | Add +4.8% | 198 | $15K |
| HM Payson & Co. | 0.00% | Add +1.0% | 194 | $15K |
| Key Financial Inc | 0.00% | Add +107.5% | 193 | $15K |
| Vision Retirement, LLC | 0.00% | No change | 191 | $15K |
| Copia Wealth Management | 0.01% | No change | 190 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 188 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 182 | $14K |
| Costello Asset Management, INC | 0.00% | Add +0.6% | 171 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 170 | $13K |
| Bare Financial Services, Inc | 0.00% | New | 170 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.3% | 156 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -83.9% | 155 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 154 | $12K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +0.7% | 140 | $11K |
| Southern Michigan Bank & Trust | 0.00% | New | 135 | $11K |
| Toews Corp. | 0.00% | New | 132 | $10K |
| Sofi Wealth, LLC | 0.00% | Add +34.0% | 130 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -53.2% | 125 | $10K |
| Tsfg, LLC | 0.00% | No change | 112 | $9K |
| CX Institutional | 0.00% | Add +56.2% | 114 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.9% | 116 | $9K |
| Cordant, Inc. | 0.00% | New | 114 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -63.9% | 105 | $8K |
| Advocate Investing Services LLC | 0.01% | No change | 103 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 103 | $8K |
| Covestor Ltd | 0.00% | Add +33.3% | 96 | $8K |
| Arlington Trust Co LLC | 0.00% | New | 102 | $8K |
| Rakuten Securities, Inc. | 0.00% | Reduce -5.7% | 100 | $8K |
| NFSG Corp | 0.00% | New | 96 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 92 | $7K |
| Coston, McIsaac & Partners | 0.00% | New | 97 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Napier Financial, LLC | 0.00% | New | 79 | $6K |
| Concord Wealth Partners | 0.00% | New | 77 | $6K |
| McDonald Partners LLC | 0.00% | New | 75 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 67 | $5K |
| Quaker Wealth Management, LLC | 0.00% | New | 66 | $5K |
| 4Thought Financial Group Inc. | 0.00% | Add +15.8% | 66 | $5K |
| Westend Capital Management, LLC | 0.00% | New | 64 | $5K |
| 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 |
| Gleason Group, Inc. | 0.00% | New | 40 | $3K |
| GGM Financial LLC | 0.00% | Reduce -5.3% | 36 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 35 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -89.5% | 30 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 30 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 27 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.2% | 25 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 22 | $2K |
| AlphaCore Capital LLC | 0.00% | No change | 21 | $2K |
| Strategic Advocates LLC | 0.01% | New | 21 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 18 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 15 | $1K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 12 | $919 |
| LM Advisors LLC | 0.00% | Add +73.5% | 10,161 | $792 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 6 | $468 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 6 | $467 |
| Kroeger Financial Partners | 0.00% | — | 2 | $156 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $123 |
| Trust Co | 0.00% | No change | 1 | $78 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $78 |
| Mather Group, Llc. | 0.00% | Reduce -99.8% | 1 | $75 |
| 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.