Fidelity Total Bond ETFFBNDETF
13F holders, Q1 2026 (March 31)757holders +26
65new positions
38sold out
6famous investors
$45.48avg. 13F price*
At the end of Q1 2026, 757 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 26 from Q4 2025. 65 opened new positions and 38 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.4B), Morgan Stanley ($1.6B) and Bank of America Corp. ($670.9M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Total Bond ETF
- CUSIP
- 316188309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $215.6M |
| Exits | 38 | $48.9M |
All 13F filers, Q4 2025 → Q1 2026: 43,877,434 shares bought and 17,851,009 shares sold, net +26,026,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Northwestern Mutual Wealth Management Co. | 2.69% | Add +3.7% | 95,853,856 | $4.4B |
| Morgan Stanley | 0.10% | Add +2.2% | 35,490,785 | $1.6B |
| Bank of America Corp. | 0.05% | Add +6.3% | 14,706,838 | $670.9M |
| FMR LLC | 0.03% | Add +4.0% | 14,479,853 | $660.6M |
| JPMorgan Chase & Co. | 0.04% | Add +14.4% | 13,239,117 | $602.1M |
| LPL Financial LLC | 0.13% | Add +13.2% | 10,628,285 | $484.9M |
| Dynasty Wealth Management, LLC | 4.06% | Add +18.0% | 10,210,549 | $465.8M |
| Raymond James Financial Inc. | 0.11% | Add +26.7% | 7,831,096 | $357.3M |
| Envestnet Asset Management Inc. | 0.09% | Add +29.1% | 7,472,266 | $340.9M |
| Cetera Investment Advisers | 0.33% | Add +15.9% | 6,801,133 | $310.3M |
| Country Trust Bank | 5.85% | Add +5.5% | 6,743,577 | $307.6M |
| Quotient Wealth Partners, LLC | 7.81% | Add +32.9% | 6,501,284 | $296.6M |
| UBS Group AG | 0.05% | Add +6.2% | 6,229,749 | $284.2M |
| Modern Wealth Management, LLC | 3.93% | Add +38.3% | 5,015,653 | $228.8M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -0.2% | 4,885,442 | $222.9M |
| Osaic Holdings, Inc. | 0.31% | Reduce -5.8% | 4,607,046 | $210.2M |
| Mather Group, Llc. | 1.98% | Add +4.4% | 4,344,115 | $198.2M |
| Royal Bank of Canada | 0.04% | Add +4.7% | 4,191,053 | $191.2M |
| Sax Wealth Advisors, LLC | 8.92% | Reduce -0.9% | 3,998,696 | $184.1M |
| Ritholtz Wealth Management | 3.17% | Add +3.9% | 4,005,798 | $182.7M |
| Kestra Advisory Services, LLC | 0.69% | Add +8.0% | 3,966,524 | $181.0M |
| Cwm, LLC | 0.46% | Add +18.2% | 3,864,523 | $176.3M |
| Legacy Wealth Management, LLC | 9.31% | Add +2.4% | 3,499,700 | $159.7M |
| Capital Analysts, LLC | 3.78% | Add +9.2% | 3,152,490 | $143.8M |
| Blue Chip Partners, LLC | 9.78% | Add +3.7% | 2,979,026 | $135.9M |
| Thrivent Financial for Lutherans | 0.26% | Reduce -7.7% | 2,950,270 | $134.6M |
| TruWealth Advisors, LLC | 6.26% | Add +1.8% | 2,857,865 | $130.4M |
| Retirement Planning Group, LLC | 4.02% | Add +14.2% | 2,843,873 | $129.7M |
| Forvis Mazars Wealth Advisors, LLC | 2.44% | Add +4.1% | 2,818,729 | $128.6M |
| Sagespring Wealth Partners, LLC | 2.22% | Reduce -73.8% | 2,671,846 | $121.9M |
| Focus Partners Wealth | 0.12% | Reduce -25.6% | 1,760,763 | $109.6M |
| McKinley Carter Wealth Services, Inc. | 5.98% | Add +6.0% | 2,269,756 | $103.5M |
| Summit Financial Strategies, Inc. | 8.00% | Add +6.5% | 2,226,626 | $101.6M |
| MML Investors Services, LLC | 0.27% | Reduce -12.5% | 2,159,388 | $98.5M |
| Wells Fargo & Company | 0.02% | Add +11.2% | 1,986,174 | $90.6M |
| HighTower Advisors, LLC | 0.10% | Add +4.4% | 1,973,971 | $90.1M |
| Octavia Wealth Advisors, LLC | 8.40% | Add +10.2% | 1,919,010 | $87.9M |
| Valeo Financial Advisors, LLC | 1.99% | Add +10.1% | 1,934,021 | $83.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +6.4% | 1,736,248 | $79.2M |
| Corient Private Wealth LP | 0.11% | Add +91.9% | 1,715,275 | $78.1M |
| Henderson Brothers Financial Partners, LLC | 18.56% | — | 1,606,810 | $73.3M |
| Wealthcare Advisory Partners LLC | 1.35% | Add +1.3% | 1,523,999 | $69.5M |
| Private Advisor Group, LLC | 0.32% | Add +4.9% | 1,510,419 | $68.9M |
| Falcon Wealth Planning | 4.68% | Add +11.1% | 1,505,536 | $68.7M |
| Peapack Gladstone Financial Corp. | 0.85% | Add +29.6% | 1,459,194 | $66.6M |
| HUB Investment Partners, LLC | 1.52% | Add +9.9% | 1,358,029 | $62.0M |
| Concurrent Investment Advisors, LLC | 0.66% | Add +302.5% | 1,323,905 | $60.4M |
| Allworth Financial LP | 0.24% | Add +10.1% | 1,311,022 | $59.8M |
| Rehmann Capital Advisory Group | 3.08% | Add +8.4% | 1,296,014 | $59.1M |
| NewEdge Advisors, LLC | 0.21% | Add +4.4% | 1,278,631 | $58.3M |
| Horizon Investments, LLC | 0.65% | Add +119.1% | 1,274,360 | $57.9M |
| RFG Advisory, LLC | 1.06% | Reduce -9.7% | 1,263,916 | $57.7M |
| Aptus Capital Advisors, LLC | 0.48% | Add +3.1% | 1,254,511 | $57.2M |
| Integrated Wealth Concepts LLC | 0.45% | Add +10.4% | 1,240,877 | $56.6M |
| Arkadios Wealth Advisors | 0.92% | Add +21.7% | 1,223,952 | $55.8M |
| Ullmann Wealth Partners Group, LLC | 5.59% | Add +56.2% | 1,180,978 | $53.9M |
| Triad Wealth Partners, LLC | 4.21% | Add +20.7% | 1,164,361 | $53.1M |
| Sunburst Financial Group, LLC | 10.07% | Add +3.3% | 1,146,791 | $52.3M |
| Harbor Group, Inc. | 7.20% | Add +5.9% | 1,091,929 | $49.8M |
| McGlone Suttner Wealth Management, Inc. | 6.45% | Add +5.0% | 1,068,057 | $48.7M |
| Navalign, LLC | 11.85% | Add +4.0% | 1,030,049 | $47.0M |
| Drake & Associates, LLC | 8.87% | Add +11.1% | 1,020,406 | $46.6M |
| OLIO Financial Planning | 12.87% | Add +4.3% | 1,018,206 | $46.5M |
| Crane Advisory, LLC | 6.94% | Add +0.1% | 1,010,771 | $46.4M |
| Dynamic Advisor Solutions LLC | 1.39% | Add +3.9% | 968,669 | $44.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 24.40% | Add +1.0% | 905,462 | $41.3M |
| Bleakley Financial Group, LLC | 0.64% | Add +3.1% | 902,747 | $41.2M |
| Weatherly Asset Management L. P. | 3.33% | Add +1.8% | 898,544 | $41.1M |
| WestHill Financial Advisors, Inc. | 7.81% | Add +6.8% | 895,365 | $40.8M |
| Correct Capital Wealth Management | 7.42% | Add +1.8% | 871,474 | $39.8M |
| Shakespeare Wealth Management, LLC | 9.40% | Add +13.4% | 870,659 | $39.7M |
| Syntegra Private Wealth Group, LLC | 3.66% | New | 844,698 | $38.5M |
| Lineweaver Wealth Advisors, LLC | 5.19% | Add +5.9% | 843,285 | $38.5M |
| Brookstone Capital Management | 0.44% | Add +3.7% | 836,222 | $38.1M |
| Jaffetilchin Investment Partners, LLC | 2.27% | Add +18345.0% | 835,374 | $38.1M |
| Power Wealth Management LLC | 14.12% | Add +1.8% | 830,657 | $37.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.11% | Add +5.2% | 819,204 | $37.4M |
| Pallas Capital Advisors LLC | 1.38% | Reduce -8.1% | 804,597 | $36.7M |
| Coyle Financial Counsel LLC | 7.67% | Add +4.3% | 794,794 | $36.3M |
| Compass Ion Advisors, LLC | 3.45% | Add +4.7% | 794,361 | $36.2M |
| Jane Street Group, LLC | 0.04% | New | 788,878 | $36.0M |
| Arete Wealth Advisors, LLC | 2.69% | Add +36.0% | 787,482 | $35.9M |
| KFG Wealth Management, LLC | 4.63% | Add +9.2% | 784,486 | $35.8M |
| Ameritas Advisory Services, LLC | 1.39% | Add +1.4% | 782,368 | $35.7M |
| Creative Planning | 0.02% | Reduce -9.4% | 776,297 | $35.4M |
| Jones Financial Companies LLLP | 0.02% | Add +57.0% | 778,778 | $35.4M |
| Vicus Capital | 2.58% | Add +4.7% | 767,829 | $35.0M |
| Mascoma Wealth Management LLC | 7.22% | Reduce -2.1% | 766,202 | $35.0M |
| Harbour Investments, Inc. | 0.54% | Add +73.0% | 763,988 | $34.9M |
| Larson Financial Group LLC | 1.11% | Add +16.3% | 758,834 | $34.6M |
| Aspiriant, LLC | 0.97% | Add +1.9% | 749,629 | $34.2M |
| ABLE Financial Group, LLC | 6.67% | Add +10.3% | 747,549 | $34.1M |
| Baird Financial Group, Inc. | 0.05% | Add +1.3% | 741,167 | $33.8M |
| WBH Advisory Inc. | 2.51% | Add +3.0% | 733,804 | $33.5M |
| Gotham Asset Management | 0.10% | Add +39.8% | 713,817 | $32.6M |
| Farther Finance Advisors, LLC | 0.30% | Add +0.8% | 692,789 | $31.6M |
| Wealth Alliance Advisory Group, LLC | 4.96% | Reduce -9.4% | 687,028 | $31.3M |
| Wealthspire Retirement, LLC | 1.85% | Add +5.3% | 677,767 | $30.9M |
| Leelyn Smith, LLC | 4.31% | Add +7.5% | 674,311 | $30.8M |
| Souders Financial Advisors | 3.50% | Add +2.7% | 671,714 | $30.6M |
| Nicolet Bankshares Inc. | 1.12% | New | 666,621 | $30.4M |
| Wealth Management Resources, Inc. | 10.53% | Add +0.9% | 662,891 | $30.2M |
| Stone House Investment Management, LLC | 5.34% | Reduce -18.5% | 652,885 | $29.8M |
| CPA Asset Management Group, LLC | 9.96% | Reduce -4.3% | 650,837 | $29.7M |
| Founders Financial Securities LLC | 1.67% | Add +10.4% | 644,365 | $29.6M |
| Cyndeo Wealth Partners, LLC | 1.55% | Add +17.1% | 645,311 | $29.4M |
| Valley National Advisers Inc. | 3.75% | Add +7.8% | 634,972 | $29.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 634,179 | $28.9M |
| OneDigital Investment Advisors LLC | 0.28% | Add +25.9% | 630,342 | $28.8M |
| Capital Wealth Management, LLC | 7.72% | Add +9.3% | 625,513 | $28.5M |
| Financial Strategies Group, Inc. | 4.77% | Add +11.1% | 621,357 | $28.5M |
| Hunter Associates Investment Management LLC | 3.75% | Add +9.7% | 620,232 | $28.3M |
| Waverly Advisors, LLC | 0.21% | Add +4.3% | 617,014 | $28.1M |
| Presidio Capital Management, LLC | 8.17% | Add +4.4% | 616,475 | $28.1M |
| Presper Financial Architects, LLC | 16.67% | Add +6.3% | 614,977 | $28.1M |
| TrueWealth Advisors, LLC | 6.93% | Add +34.7% | 604,293 | $27.6M |
| Pension & Wealth Management Advisors, Inc. | 7.96% | Add +0.6% | 588,426 | $26.8M |
| Koshinski Asset Management, Inc. | 1.67% | Add +12.9% | 588,317 | $26.8M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -5.0% | 581,770 | $26.5M |
| Bridgewealth Advisory Group, LLC | 5.49% | Add +11.8% | 580,292 | $26.5M |
| Sard Wealth Management Group, LLC | 14.37% | Add +2.5% | 579,529 | $26.4M |
| Regimen Wealth, LLC | 7.67% | Add +14.1% | 575,558 | $26.3M |
| DeDora Capital, Inc. | 6.39% | Reduce -1.7% | 571,151 | $26.1M |
| Mariner, LLC | 0.03% | Add +1.9% | 565,202 | $25.8M |
| Envision Financial Planning, LLC | 9.25% | Add +12.5% | 560,272 | $25.6M |
| Spire Wealth Management | 0.85% | Add +6.3% | 547,955 | $25.0M |
| Andrews Advisory Associates, LLC | 13.03% | Add +5.2% | 542,518 | $24.7M |
| Targeted Financial Services LLC | 19.96% | Add +9.4% | 533,468 | $24.3M |
| Centaurus Financial, Inc. | 1.15% | Add +21.1% | 529,510 | $24.2M |
| Main Street Financial Solutions, LLC | 1.76% | Add +0.8% | 527,133 | $24.0M |
| Riverpoint Wealth Management Holdings, LLC | 5.07% | Add +7.9% | 522,603 | $23.8M |
| Perigon Wealth Management, LLC | 0.43% | Add +6.6% | 521,481 | $23.8M |
| Certified Advisory Corp | 2.08% | Add +10.3% | 507,657 | $23.2M |
| Catawba River Capital | 11.03% | Add +108.3% | 503,022 | $22.9M |
| EnRich Financial Partners LLC | 6.07% | Add +1.1% | 501,558 | $22.9M |
| Juno Financial Group LLC | 8.88% | Add +22.4% | 496,414 | $22.6M |
| Summit Financial, LLC | 0.29% | Add +14.5% | 490,694 | $22.5M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +1.1% | 491,557 | $22.4M |
| Creative Financial Designs Inc. | 1.33% | Reduce -0.0% | 478,045 | $21.8M |
| BG Investment Services, LLC | 17.76% | Add +14.1% | 468,984 | $21.4M |
| KFA Private Wealth Group, LLC | 4.88% | Add +8.0% | 445,748 | $20.3M |
| Investment Advisory Services Group LLC | 17.66% | Add +5.2% | 445,066 | $20.3M |
| Watchman Group, Inc. | 4.88% | Add +7.5% | 442,443 | $20.2M |
| Kastel Capital Advisors, LLC | 12.32% | No change | 436,100 | $20.1M |
| Pittenger & Anderson Inc. | 0.77% | Add +216.2% | 425,942 | $19.4M |
| Tidemark, LLC | 4.88% | Add +11.1% | 421,144 | $19.2M |
| Occidental Asset Management, LLC | 2.28% | Add +6.6% | 421,133 | $19.2M |
| Baker Boyer National Bank | 5.62% | Add +4.1% | 410,175 | $18.7M |
| Dogwood Wealth Management LLC | 8.09% | Add +8.7% | 408,309 | $18.6M |
| Buttonwood Financial Advisors Inc. | 6.22% | Add +6.3% | 407,127 | $18.6M |
| Valmark Advisers, Inc. | 0.22% | Add +7.8% | 405,292 | $18.5M |
| Silver Oak Securities, Incorporated | 1.35% | Add +6.9% | 404,100 | $18.4M |
| World Investment Advisors | 0.29% | Add +14.0% | 397,036 | $18.1M |
| New Insight Wealth Advisors | 6.47% | Add +2.3% | 395,785 | $18.1M |
| Meriwether Wealth & Planning, LLC | 9.89% | Add +9.2% | 395,588 | $18.0M |
| Scott Capital Advisors, LLC | 3.65% | Add +15.2% | 393,205 | $18.0M |
| tru Independence LLC | 8.89% | Add +4.9% | 394,207 | $18.0M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +81.9% | 392,277 | $17.9M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Add +15.9% | 387,094 | $17.7M |
| PCA Investment Advisory Services Inc. | 5.89% | Add +8.8% | 386,458 | $17.7M |
| Linscomb Wealth, Inc. | 0.78% | Add +14.5% | 385,241 | $17.6M |
| Selby Wealth Management, LLC | 6.82% | Reduce -0.5% | 379,651 | $17.3M |
| Kickstand Ventures, Llc. | 3.61% | Add +2.7% | 375,793 | $17.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.09% | Add +1965.8% | 374,192 | $17.1M |
| Baker Ellis Asset Management LLC | 2.02% | Reduce -1.0% | 373,551 | $17.0M |
| Investment Planning Advisors, Inc. | 4.69% | Add +0.9% | 373,042 | $17.0M |
| Destiny Wealth Partners, LLC | 1.86% | New | 372,364 | $17.0M |
| Cornerstone Wealth Group, LLC | 1.09% | Add +11.9% | 369,509 | $17.0M |
| RCS Financial Planning, LLC | 8.74% | Add +4.0% | 368,095 | $16.9M |
| ETF Portfolio Partners, Inc. | 4.39% | Add +2.4% | 366,385 | $16.7M |
| Forbes Financial Planning, Inc. | 9.63% | Add +1.1% | 365,535 | $16.7M |
| D.A. Davidson & Co. | 0.10% | Add +7.7% | 365,111 | $16.7M |
| KMG Fiduciary Partners, LLC | 1.22% | Add +5.6% | 360,474 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +76.2% | 356,723 | $16.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.80% | Add +9.4% | 356,925 | $16.3M |
| CMG Global Holdings, LLC | 7.75% | Reduce -4.9% | 356,532 | $16.3M |
| Gladstone Institutional Advisory LLC | 0.60% | Add +79.8% | 355,628 | $16.2M |
| EdgeRock Capital LLC | 4.37% | Reduce -11.0% | 354,096 | $16.1M |
| Pearl Planning LLC | 8.56% | New | 351,175 | $16.0M |
| MAI Capital Management | 0.09% | Add +9.2% | 350,905 | $16.0M |
| Rise Advisors, LLC | 5.31% | Add +3.3% | 330,148 | $15.1M |
| Sentinel Pension Advisors, LLC | 2.22% | Add +3.6% | 329,316 | $15.0M |
| Goldstone Financial Group, LLC | 1.62% | Add +18.3% | 327,345 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +290.0% | 326,915 | $14.9M |
| Courier Capital LLC | 0.82% | Add +9.5% | 321,732 | $14.7M |
| Physician Wealth Advisors, Inc. | 2.01% | Add +11.3% | 316,985 | $14.5M |
| Graney & King, LLC | 7.75% | Add +4.5% | 315,006 | $14.4M |
| Salus Financial Advisors, LLC | 8.35% | Add +5.3% | 313,851 | $14.3M |
| S Harris Financial Group, LLC | 13.04% | Add +10.5% | 313,496 | $14.3M |
| Genesis Private Wealth, LLC | 4.50% | Reduce -0.7% | 313,395 | $14.3M |
| Stratos Wealth Advisors, LLC | 0.87% | Add +12.7% | 310,291 | $14.2M |
| Mountain Hill Investment Partners Corp. | 8.30% | Reduce -2.0% | 307,549 | $14.0M |
| First Commonwealth Financial Corp | 2.22% | Add +10.6% | 305,333 | $13.9M |
| LongView Wealth Management | 3.46% | Add +19.4% | 299,574 | $13.8M |
| Unique Wealth Strategies, LLC | 5.58% | Add +15.1% | 298,676 | $13.6M |
| OneAscent Financial Services LLC | 0.74% | New | 297,832 | $13.6M |
| Oppenheimer & Co. Inc. | 0.16% | Add +15.7% | 295,847 | $13.5M |
| FWG Holdings, LLC | 5.10% | Add +31.6% | 295,364 | $13.5M |
| Destiny Capital Corp | 6.94% | Add +3.1% | 285,578 | $13.0M |
| Cyr Financial Inc. | 7.67% | Add +8.6% | 285,529 | $13.0M |
| Goodwin Investment Advisory | 15.47% | Add +1.1% | 284,777 | $13.0M |
| TrustWell Financial Advisors, LLC | 11.94% | Add +10.0% | 278,209 | $12.7M |
| Milestone Investment Advisors LLC | 3.02% | Reduce -0.6% | 274,247 | $12.5M |
| Citadel Advisors | 0.01% | New | 272,762 | $12.4M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +7.9% | 270,239 | $12.3M |
| Argo Wealth Advisory, LLC | 7.22% | Add +3.4% | 269,819 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +14.0% | 267,719 | $12.2M |
| Members Wealth LLC | 7.27% | Reduce -3.1% | 264,915 | $12.2M |
| PFG Advisors | 0.59% | Reduce -40.0% | 266,122 | $12.1M |
| Mustico Financial Group, Inc. | 8.42% | Add +31.3% | 262,336 | $12.1M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +2.5% | 263,290 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -8.8% | 262,439 | $12.0M |
| NewEdge Wealth, LLC | 0.14% | Add +92.3% | 261,847 | $11.9M |
| Rooted Wealth Advisors, Inc. | 3.09% | Reduce -0.2% | 254,617 | $11.7M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +7.5% | 253,718 | $11.6M |
| Insight Wealth Partners, LLC | 4.66% | Add +6.4% | 252,939 | $11.5M |
| Hicks Capital Management LLC | 11.50% | Add +0.0% | 251,985 | $11.5M |
| Resolute Wealth Strategies, LLC | 4.95% | Add +0.7% | 251,544 | $11.5M |
| SPWM Advisors LLC | 9.92% | Add +25.1% | 251,084 | $11.4M |
| USAdvisors Wealth Management, LLC | 3.79% | Add +3.3% | 251,179 | $11.4M |
| Mutual Advisors, LLC | 0.24% | Add +57.1% | 249,946 | $11.4M |
| Apella Capital, LLC | 0.17% | Add +14.0% | 246,253 | $11.3M |
| Atria Investments, Inc | 0.13% | Add +7.5% | 247,428 | $11.3M |
| Diversify Wealth Management, LLC | 0.20% | Add +35.5% | 247,046 | $11.2M |
| Advisory Services Network, LLC | 0.15% | Add +6.9% | 244,874 | $11.2M |
| Equitable Holdings, Inc. | 0.07% | Add +6.5% | 242,388 | $11.2M |
| Victory Financial Group, LLC | 1.36% | Reduce -12.1% | 242,177 | $11.0M |
| Dickmeyer Boyce Financial Management, Inc. | 6.48% | — | 241,396 | $11.0M |
| Advyzon Investment Management, LLC | 0.97% | Add +4705.9% | 236,784 | $10.8M |
| Williams & Novak, LLC | 8.07% | Reduce -21.4% | 235,927 | $10.8M |
| Clarity Wealth Advisors, LLC | 2.21% | Add +10.3% | 235,822 | $10.8M |
| Centerline Wealth Advisors, LLC | 3.86% | Reduce -15.4% | 235,446 | $10.7M |
| Steph & Co. | 3.06% | Reduce -13.0% | 235,154 | $10.7M |
| Storen Legacy Partners, LLC | 3.34% | New | 233,288 | $10.6M |
| Renaissance Technologies | 0.02% | Add +107.7% | 229,100 | $10.5M |
| Holos Integrated Wealth LLC | 5.17% | Add +7.3% | 223,497 | $10.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +19.4% | 218,101 | $9.9M |
| Provident Living Financial Services, Inc. | 10.89% | Reduce -0.5% | 216,372 | $9.9M |
| Prudent Investors Network, Inc. | 2.13% | Reduce -83.7% | 214,883 | $9.8M |
| Dakota Wealth Management | 0.21% | Add +2.5% | 212,021 | $9.7M |
| Axxcess Wealth Management, LLC | 0.31% | Add +0.1% | 210,199 | $9.6M |
| WNY Asset Management, LLC | 0.98% | — | 207,556 | $9.5M |
| Opes Wealth Management LLC | 1.60% | Add +1.9% | 205,478 | $9.4M |
| OmniStar Financial Group, Inc. | 4.66% | Add +20.2% | 196,887 | $9.0M |
| Sachetta, LLC | 4.84% | Add +3.8% | 195,750 | $8.9M |
| Schmidt P J Investment Management Inc. | 1.49% | Add +6.9% | 194,437 | $8.9M |
| Sonoma Allocations LLC | 3.06% | Reduce -3.0% | 193,762 | $8.9M |
| Integrated Wealthcare, LLC | 7.41% | Reduce -0.3% | 194,130 | $8.9M |
| Tsfg, LLC | 1.34% | Add +5.6% | 193,718 | $8.8M |
| Mayfair Advisory Group, LLC | 3.03% | Add +1.0% | 190,368 | $8.7M |
| HighPoint Advisor Group LLC | 0.36% | Reduce -7.3% | 189,838 | $8.7M |
| Clarity Retirement & Wealth, LLC | 6.94% | Reduce -15.1% | 188,592 | $8.6M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Add +37.3% | 187,357 | $8.5M |
| Cooper Financial Group | 0.86% | Reduce -2.6% | 186,094 | $8.5M |
| Waterway Wealth Management, LLC | 1.86% | Add +2335.5% | 184,513 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +44.3% | 184,485 | $8.4M |
| CRA Financial Services, LLC | 1.08% | Add +32.7% | 182,207 | $8.3M |
| Kingswood Wealth Advisors, LLC | 0.39% | Add +40.5% | 181,298 | $8.3M |
| TD Capital Management LLC | 0.74% | Add +2.6% | 180,278 | $8.2M |
| OpenArc Corporate Advisory, LLC | 0.12% | Add +19.8% | 179,866 | $8.2M |
| Keystone Wealth Services, LLC | 1.74% | Reduce -1.1% | 177,897 | $8.1M |
| Greykasell Wealth Strategies, Inc. | 3.27% | Add +1.6% | 177,699 | $8.1M |
| Landmark Wealth Management, LLC | 2.12% | Add +30.1% | 173,139 | $7.9M |
| SilverOak Wealth Management LLC | 1.23% | Add +9.6% | 171,163 | $7.8M |
| Sigma Planning Corp | 0.22% | Add +2.6% | 170,652 | $7.8M |
| Merkkuri Wealth Advisors LLC | 5.13% | Reduce -2.1% | 169,808 | $7.7M |
| Split Rock Private Trading & Wealth Management, LLC | 5.94% | Reduce -44.9% | 168,129 | $7.7M |
| WealthCare Investment Partners, LLC | 2.11% | Add +0.7% | 165,990 | $7.6M |
| Flavin Financial Services, Inc. | 5.08% | Add +1.4% | 165,493 | $7.5M |
| &partners | 0.04% | Add +46.5% | 163,538 | $7.5M |
| Fifth Third Bancorp | 0.01% | Add +9573.7% | 164,356 | $7.5M |
| Parcion Private Wealth LLC | 0.46% | Add +2.1% | 163,828 | $7.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.71% | Add +10.2% | 162,999 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.47% | Add +23.5% | 161,021 | $7.3M |
| Level Four Advisory Services, LLC | 0.24% | Add +3.8% | 159,191 | $7.3M |
| Financial Management Network Inc. | 1.11% | Add +28.3% | 158,120 | $7.3M |
| BOS Asset Management, LLC | 1.86% | Add +9.8% | 158,886 | $7.2M |
| CMH Wealth Management LLC | 1.22% | Add +1.4% | 155,426 | $7.1M |
| Wealthspan Partners, LLC | 2.45% | Add +4.0% | 152,587 | $7.0M |
| Titleist Asset Management, LLC | 0.52% | Add +5.2% | 150,077 | $6.8M |
| Axis Wealth Partners, LLC | 3.57% | Add +6.4% | 147,075 | $6.7M |
| Eaton Financial Holdings Company, LLC | 2.19% | Add +4.1% | 146,874 | $6.7M |
| Sentinel Advisory Group, LLC | 3.25% | — | 146,305 | $6.7M |
| TFB Advisors LLC | 3.35% | Reduce -3.1% | 140,256 | $6.4M |
| Accelerate Investment Advisors LLC | 4.27% | Reduce -4.3% | 139,968 | $6.4M |
| Unique Wealth, LLC | 0.88% | Add +1.5% | 139,456 | $6.4M |
| Jeter Robert S II | 6.30% | — | 138,248 | $6.3M |
| Baker Avenue Asset Management, LP | 0.14% | Reduce -5.9% | 138,254 | $6.3M |
| Parallel Advisors, LLC | 0.11% | Reduce -4.8% | 137,807 | $6.3M |
| MCF Advisors LLC | 0.27% | Reduce -6.1% | 135,108 | $6.2M |
| Keenan, LLC | 5.15% | Add +31.2% | 133,605 | $6.1M |
| Visionary Wealth Advisors | 0.27% | Add +3.5% | 133,122 | $6.1M |
| IHT Wealth Management, LLC | 0.14% | Reduce -24.0% | 130,515 | $6.0M |
| Strata Wealth Advisors, LLC | 1.62% | Add +27.5% | 129,850 | $5.9M |
| OakTrust Wealth Advisors, LLC | 5.39% | Add +6.1% | 129,763 | $5.9M |
| Barry Investment Advisors, LLC | 1.29% | Add +22.6% | 128,125 | $5.9M |
| Prosperity Consulting Group, LLC | 0.26% | Add +11.0% | 128,550 | $5.9M |
| Stratos Investment Management, LLC | 0.23% | Add +1.0% | 128,307 | $5.9M |
| Clearwave Capital, LLC | 3.98% | Add +10.8% | 127,605 | $5.8M |
| TritonPoint Partners, LLC | 2.13% | Add +58.4% | 126,297 | $5.8M |
| Primoris Wealth Advisors, LLC | 4.03% | Add +0.4% | 126,115 | $5.8M |
| Lincoln Capital Corp. | 2.11% | Reduce -1.4% | 125,494 | $5.7M |
| Quad-Cities Investment Group, LLC | 2.28% | Add +3.0% | 125,251 | $5.7M |
| Clearview Wealth Management LLC | 4.02% | — | 124,707 | $5.7M |
| Davis Wealth Advisors, LLC | 4.68% | Add +10.5% | 123,357 | $5.6M |
| Schwallier Wealth Management LLC | 4.11% | New | 123,342 | $5.6M |
| Principal Securities, Inc. | 0.08% | Add +42.6% | 122,306 | $5.6M |
| Composition Wealth, LLC | 0.08% | Add +175.7% | 122,098 | $5.6M |
| Onyx Bridge Wealth Group LLC | 0.59% | Reduce -0.4% | 120,076 | $5.5M |
| Essential Planning, LLC. | 1.74% | Add +30.9% | 119,941 | $5.5M |
| Carnegie Investment Counsel | 0.11% | Reduce -5.4% | 119,431 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.7% | 119,252 | $5.4M |
| IFP Advisors, Inc | 0.11% | Add +3.8% | 119,070 | $5.4M |
| RDA Financial Network | 1.33% | Add +5.3% | 116,664 | $5.3M |
| Chesley Taft & Associates LLC | 0.22% | Add +11.8% | 116,590 | $5.3M |
| Walker Financial Services, Inc. | 1.81% | Reduce -25.9% | 115,949 | $5.3M |
| CFO4Life Group, LLC | 0.81% | Add +2.6% | 115,899 | $5.3M |
| Silverlake Wealth Management LLC | 1.11% | Add +0.8% | 115,196 | $5.3M |
| Foundations Investment Advisors, LLC | 0.07% | Add +229.3% | 115,084 | $5.3M |
| Betterment LLC | 0.01% | Reduce -3.2% | 112,977 | $5.2M |
| Intrua Financial, LLC | 0.55% | Add +29.0% | 112,665 | $5.1M |
| First United Bank & Trust | 1.66% | Add +3.7% | 112,352 | $5.1M |
| Cornerstone Wealth, LLC | 2.87% | — | 111,058 | $5.1M |
| Spectrum Investment Advisors, Inc. | 2.52% | Add +7.1% | 111,328 | $5.1M |
| Maple Capital Management, Inc. | 0.34% | Add +4.0% | 110,606 | $5.0M |
| Madison Wealth Partners, Inc | 0.80% | Reduce -1.7% | 109,810 | $5.0M |
| Allen Capital Group, LLC | 0.45% | Add +0.9% | 109,695 | $5.0M |
| Ascentis Independent Advisors | 0.38% | Add +63.7% | 109,674 | $5.0M |
| Ancora Advisors LLC | 0.11% | Add +15.4% | 109,227 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -19.5% | 108,192 | $4.9M |
| Ipsen Advisor Group LLC | 3.38% | Add +4.0% | 105,919 | $4.8M |
| InTrack Investment Management Inc | 2.73% | Add +17.8% | 104,897 | $4.8M |
| Opal Wealth Advisors, LLC | 1.07% | Add +6.8% | 104,211 | $4.8M |
| Triangle Securities Wealth Management | 1.07% | Add +8.7% | 103,709 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +11.9% | 103,658 | $4.7M |
| Cadia Private Client LLC | 3.83% | Add +1.5% | 103,489 | $4.7M |
| PKS Advisory Services, LLC | 1.07% | Add +5.1% | 101,332 | $4.6M |
| Clear Investment Research, LLC | 7.11% | Add +2.6% | 99,609 | $4.5M |
| Investment Advisory Group, LLC | 1.14% | Add +38.4% | 98,519 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +144.5% | 97,589 | $4.5M |
| Family Capital Management, Inc. | 1.97% | Add +15.9% | 97,192 | $4.4M |
| Richard W. Paul & Associates, LLC | 1.48% | New | 96,600 | $4.4M |
| Lebenthal Global Advisors, LLC | 0.64% | Reduce -46.8% | 95,876 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -50.2% | 95,596 | $4.4M |
| Smartleaf Asset Management LLC | 0.16% | Reduce -12.1% | 95,193 | $4.3M |
| Essex Financial Services, Inc. | 0.24% | Reduce -8.4% | 94,253 | $4.3M |
| Canvas Wealth Advisors, LLC | 0.70% | Add +38.7% | 90,568 | $4.1M |
| Magnolia Capital Advisors LLC | 0.81% | Reduce -39.0% | 90,515 | $4.1M |
| Leigh Baldwin & Co., LLC | 2.66% | Add +14.9% | 90,051 | $4.1M |
| PlanVest Financial, Inc | 3.02% | — | 86,922 | $4.0M |
| Retirement Planning Group, LLC / NY | 2.53% | Reduce -0.3% | 85,788 | $3.9M |
| Uptick Partners, LLC | 0.77% | Add +27.8% | 85,039 | $3.9M |
| Advisor OS, LLC | 0.28% | Reduce -3.4% | 84,982 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +6.0% | 84,753 | $3.9M |
| Essex LLC | 0.68% | Add +890.5% | 83,871 | $3.8M |
| DecisionMap Wealth Management, LLC | 2.48% | Add +24.6% | 83,864 | $3.8M |
| Armor Investment Advisors, LLC | 1.37% | Add +224.1% | 83,445 | $3.8M |
| Savvy Advisors, Inc. | 0.10% | Reduce -15.0% | 83,428 | $3.8M |
| Fiduciary Alliance LLC | 0.23% | Add +6.4% | 82,040 | $3.8M |
| Paragon Advisors, LLC | 1.01% | Reduce -7.6% | 81,864 | $3.7M |
| Dahring | Cusmano LLC | 2.29% | Reduce -65.5% | 81,497 | $3.7M |
| Bryant Woods Investment Advisors, LLC | 1.36% | Add +64.2% | 81,148 | $3.7M |
| Tower Wealth Partners, Inc. | 2.04% | Add +1.0% | 80,919 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.5% | 80,273 | $3.7M |
| Marks Group Wealth Management, Inc | 0.35% | Add +932.0% | 79,992 | $3.6M |
| Red Mountain Financial, LLC | 3.43% | Reduce -4.6% | 79,847 | $3.6M |
| Alexander Labrunerie & Co., Inc. | 1.37% | Reduce -1.0% | 79,473 | $3.6M |
| Simplicity Wealth,LLC | 0.20% | Add +25.7% | 78,933 | $3.6M |
| 21 West Wealth Management LLC | 3.31% | Add +4.6% | 78,042 | $3.6M |
| Horizon Investment Services, LLC | 1.24% | Add +0.7% | 78,031 | $3.6M |
| Eagle Rock Investment Company, LLC | 0.52% | Add +6.7% | 77,792 | $3.5M |
| Shore Point Advisors, LLC | 1.38% | Add +10.2% | 85,485 | $3.5M |
| Beto Financial Group, LLC | 2.00% | Reduce -28.3% | 74,829 | $3.4M |
| KG Capital Management | 2.44% | Add +17.4% | 74,626 | $3.4M |
| M Holdings Securities, Inc. | 0.23% | Reduce -32.1% | 73,573 | $3.4M |
| Soltis Investment Advisors LLC | 0.22% | Add +420.9% | 73,382 | $3.3M |
| Valley Wealth Managers, Inc. | 0.21% | Add +15.7% | 72,591 | $3.3M |
| Boston Partners | 0.00% | Add +26.6% | 70,879 | $3.2M |
| Fifth Third Securities, Inc. | 0.21% | Add +17.9% | 70,746 | $3.2M |
| Natixis Advisors, LLC | 0.00% | New | 70,475 | $3.2M |
| XY Planning Network, Inc. | 0.51% | Add +6.2% | 70,065 | $3.2M |
| Bucket List Wealth Management, LLC | 1.92% | New | 70,004 | $3.2M |
| Barnes Pettey Financial Advisors, LLC | 1.39% | Add +25.5% | 69,754 | $3.2M |
| Capital Asset Advisory Services LLC | 0.12% | Add +7.7% | 68,949 | $3.2M |
| Wingate Wealth Advisors, Inc. | 1.69% | Add +28.1% | 69,418 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Add +1.5% | 68,510 | $3.1M |
| Peterson Wealth Advisors, LLC | 0.41% | Reduce -23.0% | 68,049 | $3.1M |
| Norris Perne & French LLP | 0.15% | Add +10.2% | 66,418 | $3.0M |
| Future Financial Wealth Managment LLC | 1.95% | Reduce -3.6% | 65,546 | $3.0M |
| Mainsail Financial Group, LLC | 1.25% | Reduce -6.7% | 65,517 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -15.7% | 64,505 | $2.9M |
| Align Financial, LLC | 1.65% | Reduce -97.9% | 63,807 | $2.9M |
| AdvisorNet Financial, Inc | 0.15% | Add +15.9% | 63,567 | $2.9M |
| SHP Wealth Management | 0.22% | Add +25.4% | 63,515 | $2.9M |
| Cozad Asset Management Inc. | 0.23% | Reduce -0.4% | 63,132 | $2.9M |
| Mascagni Wealth Management, Inc. | 2.05% | Reduce -2.0% | 63,058 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -9.2% | 62,661 | $2.9M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +14.5% | 61,750 | $2.8M |
| Forthright Family Wealth Advisory LLC | 1.89% | New | 62,118 | $2.8M |
| Marble Wealth, LLC | 0.49% | Add +35.9% | 61,308 | $2.8M |
| Warwick Investment Management, Inc. | 0.40% | Reduce -13.8% | 60,726 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.6% | 60,680 | $2.8M |
| Verity Asset Management, Inc. | 1.16% | Add +9.8% | 60,653 | $2.8M |
| Foronjy Financial LLC | 1.14% | Reduce -0.6% | 59,973 | $2.7M |
| Old Mission Capital LLC | 0.06% | Reduce -1.2% | 59,415 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -17.8% | 59,235 | $2.7M |
| Golden State Wealth Management, LLC | 0.29% | Reduce -7.3% | 58,751 | $2.7M |
| Summit Wealth Partners, LLC | 0.42% | Add +62.2% | 58,685 | $2.7M |
| Retirement Management Systems Inc. | 0.64% | Reduce -1.2% | 58,134 | $2.7M |
| Harmony Asset Management LLC | 0.81% | New | 57,944 | $2.6M |
| Powell Investment Advisors, LLC | 0.91% | Reduce -4.3% | 57,371 | $2.6M |
| Professional Financial Advisors, LLC | 0.53% | Add +6.7% | 56,831 | $2.6M |
| Nwam LLC | 0.15% | Add +7.2% | 55,889 | $2.5M |
| Sugar Maple Asset Management, LLC | 1.53% | Add +8.2% | 55,170 | $2.5M |
| Legacy Solutions, LLC | 2.33% | Add +6.4% | 55,126 | $2.5M |
| Transcendent Capital Group LLC | 1.13% | Add +2.5% | 54,447 | $2.5M |
| Fortress Financial Group, LLC | 1.84% | Add +11.0% | 54,393 | $2.5M |
| StoneX Group Inc. | 0.13% | Add +4.9% | 53,800 | $2.5M |
| Brown Advisory Inc. | 0.00% | No change | 52,359 | $2.4M |
| Kuhn & Co Investment Counsel | 1.52% | Add +16.3% | 51,897 | $2.4M |
| Woodside Wealth Management LLC | 1.77% | Add +10.4% | 49,544 | $2.3M |
| Bond & Devick Financial Network, Inc. | 0.62% | Add +36.4% | 48,710 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +2.6% | 47,969 | $2.2M |
| WCG Wealth Advisors LLC | 0.06% | Add +5.1% | 47,547 | $2.2M |
| Berger Financial Group, Inc | 0.12% | Add +33.0% | 46,345 | $2.1M |
| Rinkey Investments | 0.54% | Add +57.8% | 46,147 | $2.1M |
| Eley Financial Management, Inc | 0.76% | Add +1.2% | 45,864 | $2.1M |
| Riverbend Wealth Management, LLC | 1.26% | Add +3.2% | 44,499 | $2.0M |
| Smith, Moore & Co. | 0.15% | Add +13.4% | 44,425 | $2.0M |
| Bangor Savings Bank | 0.16% | No change | 44,198 | $2.0M |
| Fullerton Advisors, LLC | 2.08% | Reduce -9.8% | 44,083 | $2.0M |
| Apollon Financial, LLC | 0.28% | Add +170.3% | 44,002 | $2.0M |
| Bright Financial Advisors, Inc. | 0.92% | Add +17.1% | 43,951 | $2.0M |
| Apex Wealth Management, LLC | 1.37% | Reduce -52.4% | 43,910 | $2.0M |
| Lido Advisors, LLC | 0.01% | New | 43,578 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -16.2% | 43,691 | $2.0M |
| Gerber, LLC | 1.10% | Add +33.1% | 42,770 | $2.0M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -4.1% | 41,932 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Add +20.4% | 40,379 | $1.8M |
| Kintra Wealth, LLC | 0.13% | New | 40,211 | $1.8M |
| Interchange Capital Partners, LLC | 0.58% | Reduce -14.8% | 39,944 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +21.1% | 39,941 | $1.8M |
| IRON Financial LLC | 0.79% | Reduce -2.0% | 39,465 | $1.8M |
| Ascent Group, LLC | 0.06% | Add +15.9% | 39,427 | $1.8M |
| Slagle Financial, LLC | 0.59% | Add +1.0% | 39,317 | $1.8M |
| Next Level Wealth Planning, LLC | 0.92% | Add +35.7% | 39,241 | $1.8M |
| Vise Technologies, Inc. | 0.03% | No change | 38,567 | $1.8M |
| McAdam, LLC | 0.08% | Reduce -5.0% | 37,628 | $1.7M |
| Centurion Wealth Management LLC | 0.39% | Add +39.5% | 37,489 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | Reduce -1.5% | 37,450 | $1.7M |
| Gaddis Premier Wealth Advisors LLC | 1.26% | Reduce -0.0% | 37,246 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.4% | 37,050 | $1.7M |
| Abbot Financial Management, Inc. | 0.70% | Add +24.1% | 36,259 | $1.7M |
| National Wealth Management Group, LLC | 0.61% | Add +44.5% | 36,109 | $1.6M |
| Kestra Investment Management, LLC | 0.03% | Reduce -77.6% | 35,985 | $1.6M |
| WealthBridge Capital Management, LLC | 0.37% | Add +12.1% | 34,777 | $1.6M |
| Ballast Financial Advisors LLC | 1.63% | Add +11.1% | 34,744 | $1.6M |
| Spinnaker Trust | 0.09% | Reduce -73.2% | 34,564 | $1.6M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.2% | 34,175 | $1.6M |
| Rede Wealth, LLC | 0.56% | Reduce -7.1% | 34,005 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Reduce -4.1% | 33,950 | $1.5M |
| Capital Asset Managemnet, LLC | 1.74% | No change | 33,865 | $1.5M |
| Mosaic Financial Group, LLC | 1.10% | Add +4.3% | 33,814 | $1.5M |
| Financial Freedom, LLC | 0.76% | Add +20.4% | 33,653 | $1.5M |
| Zacks Investment Management | 0.01% | Reduce -6.5% | 33,565 | $1.5M |
| United Advisor Group, LLC | 0.19% | Add +6.3% | 33,558 | $1.5M |
| John W. Brooker & Co., CPAs | 2.41% | Reduce -4.4% | 33,543 | $1.5M |
| First Bank & Trust | 0.25% | Add +80.9% | 33,526 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -66.7% | 33,071 | $1.5M |
| Hoxton Planning & Management, LLC | 0.45% | Add +75.1% | 33,104 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 0.97% | Add +0.2% | 32,188 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +151.9% | 31,072 | $1.4M |
| Fell Capital Management | 1.33% | Add +95.1% | 30,554 | $1.4M |
| Worth Asset Management, LLC | 0.51% | New | 30,238 | $1.4M |
| Wealth Watch Advisors, INC | 0.57% | Add +18.1% | 29,715 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | Add +8.5% | 29,424 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -8.0% | 28,915 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.7% | 28,680 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Add +18.3% | 27,837 | $1.3M |
| Box Hill Private Wealth LLC | 1.23% | Add +22.8% | 27,371 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Reduce -0.8% | 27,082 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.13% | No change | 26,988 | $1.2M |
| Waterfront Wealth Inc. | 0.22% | Add +1.9% | 26,833 | $1.2M |
| Keyvantage Wealth, LLC | 0.54% | Reduce -15.7% | 26,805 | $1.2M |
| Pasadena Private Wealth, LLC | 0.17% | Add +234.2% | 26,796 | $1.2M |
| Bfsg, LLC | 0.11% | Add +11.7% | 26,501 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +1.8% | 26,333 | $1.2M |
| Indie Asset Partners, LLC | 1.34% | Add +24.4% | 25,858 | $1.2M |
| Defined Wealth Management, LLC | 0.68% | Add +2.5% | 25,436 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 25,406 | $1.2M |
| Curtis Advisory Group, LLC | 0.25% | Add +0.5% | 25,343 | $1.2M |
| Asempa Wealth Advisors | 1.01% | Add +0.2% | 25,338 | $1.2M |
| Forum Private Client Group LLC | 0.38% | Add +9.6% | 25,159 | $1.1M |
| Daybright Advisory Services, Inc. | 0.32% | Add +1.2% | 25,040 | $1.1M |
| NWF Advisory Services Inc. | 0.13% | Add +34.6% | 24,672 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.26% | Reduce -0.7% | 24,132 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.0% | 24,109 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.16% | Add +5.5% | 23,775 | $1.1M |
| Ibex Wealth Advisors | 0.10% | Add +0.1% | 23,747 | $1.1M |
| Insight Wealth Strategies, LLC | 0.12% | Add +9.6% | 23,458 | $1.1M |
| Valley Financial Group, Inc. | 0.57% | Add +5.5% | 23,181 | $1.1M |
| Post Resch Tallon Group Inc. | 0.84% | Add +1.2% | 22,772 | $1.0M |
| Lakeshore Capital Group, Inc. | 0.84% | Add +104.1% | 22,509 | $1.0M |
| CoreCap Advisors, LLC | 0.03% | Add +25.1% | 22,403 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +43.2% | 22,349 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +12.0% | 22,172 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -0.5% | 22,005 | $1.0M |
| Traveka Wealth, LLC | 0.38% | Reduce -30.2% | 21,891 | $999K |
| Two Sigma Securities, LLC | 0.12% | Add +15.9% | 21,844 | $997K |
| Gateway Wealth Partners, LLC | 0.04% | Add +102.7% | 21,582 | $985K |
| NCM Capital Management, LLC | 0.35% | Add +3.9% | 21,141 | $964K |
| Cedar Point Capital Partners, LLC | 0.62% | Add +3.8% | 21,084 | $962K |
| Mma Asset Management LLC | 0.33% | Add +14.1% | 20,840 | $951K |
| Baron Silver Stevens Financial Advisors, LLC | 0.14% | Add +12.5% | 20,518 | $936K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -4.3% | 20,339 | $928K |
| Cosner Financial Group, LLC | 0.51% | Reduce -4.4% | 20,336 | $928K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -8.5% | 20,279 | $925K |
| Latitude Advisors, LLC | 0.42% | Reduce -0.2% | 20,255 | $924K |
| Register Financial Advisors LLC | 0.34% | Reduce -1.6% | 20,236 | $923K |
| AQR Capital Management | 0.00% | Add +68.6% | 20,170 | $920K |
| Benchmark Financial Wealth Advisors, LLC | 0.25% | Add +25.0% | 19,690 | $898K |
| King Wealth Management Group | 0.11% | Reduce -5.7% | 19,357 | $883K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +51.5% | 19,217 | $877K |
| Camelot Portfolios, LLC | 0.65% | Add +0.5% | 18,849 | $860K |
| RCW Management, LLC | 0.88% | Add +6.1% | 18,807 | $858K |
| Regal Investment Advisors LLC | 0.05% | Reduce -3.6% | 18,743 | $855K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +98.2% | 18,730 | $854K |
| CGN Advisors LLC | 0.07% | Reduce -17.6% | 18,375 | $838K |
| Trust Investment Advisors | 0.49% | No change | 18,292 | $834K |
| Chris Bulman Inc | 0.36% | Reduce -12.5% | 18,239 | $832K |
| Kearns & Associates LLC | 0.45% | Add +1.1% | 18,235 | $832K |
| Allegheny Financial Group | 0.11% | Reduce -39.1% | 18,151 | $828K |
| Insight Advisors, LLC/ PA | 0.16% | Add +1.6% | 17,988 | $821K |
| Money Concepts Capital Corp. | 0.05% | Add +29.6% | 17,881 | $816K |
| Brookwood Investment Group LLC | 0.10% | Add +8.8% | 17,850 | $814K |
| World Equity Group, Inc. | 0.21% | Add +9.7% | 17,434 | $795K |
| GWN Securities Inc. | 0.15% | Reduce -31.8% | 17,342 | $791K |
| Barnes Wealth Management Group, Inc | 0.40% | Add +3.0% | 17,281 | $788K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.9% | 16,648 | $759K |
| Trademark Financial Management, LLC | 0.37% | Add +69.4% | 16,619 | $758K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -93.8% | 16,618 | $758K |
| Clearstead Trust, LLC | 0.12% | No change | 16,525 | $754K |
| Plan A Wealth LLC | 0.36% | Add +0.1% | 16,508 | $753K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +3456.2% | 2,031,399 | $732K |
| AMG National Trust Bank | 0.02% | Add +4.7% | 15,444 | $705K |
| OneAscent Wealth Management LLC | 0.23% | New | 15,417 | $703K |
| BIP Wealth, LLC | 0.03% | Reduce -43.6% | 15,273 | $697K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -26.2% | 15,183 | $691K |
| MidAtlantic Capital Management, Inc. | 0.47% | Reduce -3.3% | 15,034 | $686K |
| Landing Point Financial Group, LLC | 0.33% | New | 14,915 | $680K |
| Park Avenue Securities LLC | 0.01% | Add +2.3% | 14,511 | $662K |
| Huntington National Bank | 0.00% | New | 14,387 | $656K |
| KOM Wealth Management Group, LLC | 0.45% | Add +17.2% | 14,383 | $656K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 14,327 | $654K |
| National Bank of Canada | 0.00% | Reduce -8.0% | 14,036 | $640K |
| Dupree Financial Group, LLC | 0.25% | Reduce -2.0% | 13,846 | $632K |
| Fortitude Advisory Group L.L.C. | 0.28% | Reduce -96.7% | 13,567 | $619K |
| Compass Advisory Group LLC | 0.17% | Add +39.5% | 13,478 | $617K |
| Asset One Wealth Management LLC | 0.07% | Reduce -5.5% | 13,281 | $610K |
| Regatta Capital Group, LLC | 0.09% | Reduce -3.7% | 13,337 | $608K |
| Csenge Advisory Group | 0.03% | New | 13,213 | $603K |
| Elevation Wealth Management LLC | 0.55% | Add +14.8% | 13,072 | $599K |
| William Howard & Co Financial Advisors Inc | 0.51% | No change | 12,964 | $591K |
| Burns Matteson Capital Management, LLC | 0.23% | No change | 12,943 | $590K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.2% | 12,714 | $580K |
| PFG Investments, LLC | 0.03% | Add +12.7% | 12,678 | $578K |
| Beam Wealth Advisors, Inc. | 0.14% | New | 12,591 | $577K |
| Towercrest Capital Management | 0.09% | No change | 12,636 | $576K |
| Cadent Capital Advisors, LLC | 0.15% | Add +1.2% | 12,635 | $576K |
| Seelaus Asset Management LLC | 0.42% | Add +4.9% | 12,580 | $574K |
| EP Wealth Advisors, LLC | 0.00% | Add +50.4% | 12,532 | $572K |
| Keystone Financial Group | 0.04% | Add +5.7% | 12,526 | $571K |
| Bokf, NA | 0.01% | No change | 12,470 | $569K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +8.0% | 12,455 | $568K |
| Miller Financial Services LLC | 0.63% | Add +0.1% | 12,409 | $566K |
| Keel Point, LLC | 0.04% | Add +104.4% | 12,363 | $564K |
| Element Wealth, LLC | 0.23% | Reduce -3.9% | 12,218 | $557K |
| Elevated Financial Group LLC | 0.18% | New | 12,218 | $557K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.2% | 12,071 | $553K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +1.3% | 12,061 | $550K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -25.0% | 12,055 | $550K |
| Strategic Blueprint, LLC | 0.03% | Add +0.1% | 12,025 | $549K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.2% | 11,871 | $542K |
| MontVue Capital Management, Inc. | 0.37% | Reduce -6.9% | 11,748 | $536K |
| Boston Family Office LLC | 0.04% | No change | 11,574 | $528K |
| Weaver Consulting Group | 0.13% | New | 11,510 | $525K |
| Brown Financial Advisory | 0.26% | Reduce -19.7% | 11,473 | $523K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 11,330 | $517K |
| SageView Advisory Group, LLC | 0.02% | No change | 11,227 | $512K |
| Midwest Financial Network, LLC | 0.40% | New | 11,029 | $503K |
| Winebrenner Capital Management LLC | 0.32% | Add +1.3% | 10,973 | $501K |
| Fisher Asset Management | 0.00% | Add +17.3% | 10,929 | $499K |
| Immaculate Wealth Management LLC | 3.88% | — | 10,755 | $491K |
| Wedbush Securities Inc. | 0.01% | Add +42.5% | 10,746 | $490K |
| Retirement Income Solutions, Inc. | 0.08% | New | 10,723 | $489K |
| Vantage Point Financial LLC | 0.17% | Add +0.2% | 10,642 | $486K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,289 | $469K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -12.1% | 10,244 | $467K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -9.2% | 10,113 | $461K |
| Plus Group Wealth Advisors LLC | 0.50% | Add +15.0% | 10,028 | $457K |
| GreatBanc Trust CO | 0.32% | No change | 10,000 | $456K |
| CGC Financial Services, LLC | 0.13% | Add +37.7% | 9,939 | $453K |
| Kure Advisory, LLC | 0.25% | No change | 9,929 | $453K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +33.0% | 9,883 | $451K |
| Gould Asset Management LLC | 0.08% | Reduce -20.4% | 9,745 | $445K |
| Breakwater Capital Group | 0.06% | Add +0.4% | 9,549 | $436K |
| Access Investment Management LLC | 0.11% | New | 9,455 | $431K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $426K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.8% | 9,320 | $425K |
| Guerra Pan Advisors, LLC | 0.26% | New | 9,067 | $414K |
| Arrowroot Family Office, LLC | 0.14% | Reduce -14.3% | 8,967 | $409K |
| Lazari Capital Management, Inc. | 0.14% | Reduce -8.7% | 8,949 | $408K |
| Marshall Financial Group, LLC | 0.06% | Reduce -34.2% | 8,882 | $405K |
| LCW Services, LLC | 0.20% | Add +9.9% | 8,827 | $403K |
| Boyum Wealth Architects LLC | 0.17% | New | 8,745 | $399K |
| Johnson Investment Counsel Inc. | 0.00% | New | 8,736 | $399K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 8,638 | $394K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +1.3% | 8,499 | $388K |
| Dudley Capital Management, LLC | 0.17% | Add +2.4% | 8,480 | $387K |
| Bessemer Group Inc. | 0.00% | New | 8,465 | $386K |
| Urban Wealth Management, LLC | 0.40% | Reduce -20.2% | 8,457 | $386K |
| Signet Financial Management, LLC | 0.04% | No change | 8,155 | $372K |
| Cibc World Market Inc. | 0.00% | No change | 8,130 | $371K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -7.8% | 8,111 | $370K |
| Kovack Advisors, Inc. | 0.02% | Add +26.2% | 8,030 | $366K |
| Aurora Private Wealth, Inc. | 0.26% | No change | 7,907 | $364K |
| Permanent Capital Management, LP | 0.06% | No change | 7,942 | $362K |
| AE Wealth Management LLC | 0.00% | Add +15.1% | 7,788 | $355K |
| Milestone Asset Management, LLC | 0.06% | Add +48.9% | 7,686 | $351K |
| Novem Group | 0.04% | Add +0.3% | 7,650 | $349K |
| Wealth Quarterback LLC | 0.13% | Add +2.8% | 7,326 | $334K |
| Diversified Trust Co. | 0.01% | Reduce -1.5% | 7,288 | $332K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 7,223 | $330K |
| Pitcairn Wealth Advisors LLC | 0.03% | Reduce -0.0% | 6,961 | $321K |
| Leavell Investment Management, Inc. | 0.01% | Add +10.3% | 6,875 | $315K |
| James J. Burns & Company, LLC | 0.04% | Add +1.3% | 6,869 | $313K |
| Nikulski Financial, Inc. | 0.08% | New | 6,752 | $308K |
| Scarborough Advisors, LLC | 0.03% | New | 6,731 | $307K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 6,676 | $305K |
| Invested Advisors | 0.31% | New | 6,653 | $303K |
| ADG Wealth Management Group, LLC | 0.21% | Add +12.0% | 6,621 | $302K |
| Capital CS Group, LLC | 0.62% | Add +13.6% | 6,584 | $300K |
| Crumly & Associates Inc. | 0.06% | Reduce -95.3% | 6,549 | $299K |
| Beacon Capital Management, LLC | 0.05% | Reduce -1.4% | 6,529 | $298K |
| Synergy Investment Management, LLC | 0.10% | No change | 6,500 | $297K |
| Liberty Wealth Management LLC | 0.04% | Add +29.0% | 6,463 | $295K |
| Brighton Jones LLC | 0.01% | New | 6,370 | $291K |
| Kingsman Wealth Management, Inc. | 0.16% | Add +1.2% | 6,268 | $286K |
| PUREfi Wealth, LLC | 0.19% | Add +3.5% | 6,192 | $282K |
| TCFG Wealth Management, LLC | 0.10% | No change | 6,092 | $278K |
| TCFG Investment Advisors, LLC | 0.10% | — | 6,092 | $278K |
| Polaris Investment Advisors, LLC | 0.20% | Reduce -3.6% | 5,870 | $268K |
| TD Private Client Wealth LLC | 0.01% | Add +3.9% | 5,845 | $267K |
| Sensenig Capital Advisors, Inc | 0.27% | Reduce -48.7% | 5,838 | $266K |
| XTX Topco Ltd | 0.00% | New | 5,827 | $266K |
| SageGuard Financial Group, LLC | 0.04% | Add +12.1% | 5,772 | $263K |
| Moors & Cabot, Inc. | 0.01% | New | 5,742 | $262K |
| Snider Financial Group | 0.08% | Add +1.5% | 5,615 | $256K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -15.2% | 5,590 | $255K |
| Investment Research Partners LLC | 0.10% | New | 5,589 | $255K |
| Oak Harvest Investment Services | 0.03% | New | 5,583 | $255K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -6.4% | 5,550 | $254K |
| Saxon Interests, Inc. | 0.09% | Add +0.6% | 5,532 | $252K |
| Integrity Alliance, Llc. | 0.01% | Reduce -60.4% | 5,527 | $252K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -58.1% | 5,454 | $249K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 5,425 | $247K |
| Garton & Associates Financial Advisors LLC | 0.20% | Add +4.0% | 5,371 | $245K |
| Old Mission Investment Co LLC | 0.06% | No change | 5,350 | $245K |
| Endeavor Private Wealth, Inc. | 0.07% | Reduce -46.8% | 5,019 | $230K |
| International Private Wealth Advisors LLC | 0.14% | Reduce -55.5% | 4,860 | $222K |
| Invst, LLC | 0.02% | New | 4,828 | $220K |
| Burke & Herbert Bank & Trust Co. | 0.06% | New | 4,797 | $219K |
| Strategic Financial Concepts, LLC | 0.05% | New | 4,763 | $217K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 4,749 | $217K |
| Signature Equity Partners, LLC | 0.12% | Add +5.4% | 4,739 | $216K |
| Everest Financial Group LLC | 0.04% | New | 4,665 | $213K |
| Tudor Investment Corporation | 0.00% | Reduce -30.2% | 4,657 | $212K |
| Integrated Advisors Network LLC | 0.01% | New | 4,565 | $208K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $208K |
| Midwest Trust Co | 0.00% | New | 4,493 | $205K |
| Leo Wealth, LLC | 0.01% | Add +0.1% | 4,474 | $204K |
| Talon Private Wealth, LLC | 0.03% | — | 4,463 | $204K |
| Roxbury Financial LLC | 0.18% | Add +0.8% | 4,384 | $200K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +34.9% | 4,213 | $192K |
| Private Trust Co. NA | 0.02% | No change | 4,134 | $189K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +5.8% | 3,750 | $171K |
| Arax Advisory Partners | 0.00% | Reduce -98.9% | 3,261 | $149K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -11.9% | 3,216 | $147K |
| US Bancorp \de | 0.00% | Add +641.7% | 3,204 | $146K |
| Legacy Wealth Managment, LLC | 0.07% | New | 2,891 | $132K |
| Smallwood Wealth Investment Management, LLC | 0.07% | New | 2,739 | $125K |
| Lanark Financial, Inc. | 0.01% | Add +124.1% | 2,714 | $124K |
| Whittier Trust Co. | 0.00% | No change | 2,668 | $122K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 2,650 | $120K |
| Wellington-Altus USA Inc. | 0.07% | Add +11.3% | 2,560 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1098.5% | 2,433 | $111K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $107K |
| Rothschild Investment LLC | 0.01% | Add +36.4% | 2,326 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 2,219 | $101K |
| Archer Investment Corp | 0.02% | Add +17.2% | 2,216 | $101K |
| Root Financial Partners, LLC | 0.00% | Add +284.9% | 2,067 | $94K |
| Godfrey Financial Associates, Inc. | 0.08% | Reduce -3.6% | 1,950 | $89K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,820 | $83K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +11.4% | 1,610 | $73K |
| Financial Perspectives, Inc | 0.02% | Add +190.2% | 1,573 | $72K |
| Sound Income Strategies, LLC | 0.00% | Add +180.6% | 1,316 | $60K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.2% | 1,308 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $57K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,158 | $53K |
| Darwin Wealth Management, LLC | 0.02% | Add +1.3% | 1,111 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -87.2% | 1,086 | $49K |
| Chung Wu Investment Group, LLC | 0.04% | Reduce -33.3% | 1,000 | $46K |
| Rossby Financial, LCC | 0.01% | New | 989 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 834 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +49.0% | 833 | $38K |
| Clearstead Advisors, LLC | 0.00% | New | 762 | $35K |
| Caldwell Trust Co | 0.00% | No change | 746 | $34K |
| IAG Wealth Partners, LLC | 0.00% | No change | 641 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +203.1% | 579 | $27K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 572 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | New | 546 | $25K |
| Crews Bank & Trust | 0.00% | Add +139.6% | 539 | $25K |
| Your Advocates Ltd., LLP | 0.01% | New | 502 | $23K |
| Southern Michigan Bank & Trust | 0.01% | — | 500 | $23K |
| St Germain D J Co. Inc. | 0.00% | New | 486 | $22K |
| MidFirst Bank | 0.00% | New | 447 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 412 | $19K |
| Investors Research Corp | 0.00% | Reduce -36.3% | 395 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +46.0% | 308 | $14K |
| Miller Capital Partners, Inc. | 0.01% | No change | 305 | $14K |
| Ameriflex Group, Inc. | 0.01% | No change | 257 | $12K |
| Bayban | 0.01% | No change | 217 | $10K |
| Bell Investment Advisors, Inc | 0.00% | New | 181 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 177 | $8K |
| Bogart Wealth, LLC | 0.00% | Reduce -88.8% | 176 | $8K |
| Indiana Trust & Investment Management Co | 0.00% | New | 150 | $7K |
| Addison Advisors LLC | 0.00% | New | 145 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 143 | $7K |
| LGT Financial Advisors LLC | 0.03% | No change | 136 | $6K |
| Abound Wealth Management | 0.00% | Add +12.6% | 125 | $6K |
| Johnson Financial Group, Inc. | 0.00% | No change | 108 | $5K |
| TFC Financial Management, Inc. | 0.00% | New | 105 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 92 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 83 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 81 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 69 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 68 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $3K |
| Citigroup Inc. | 0.00% | Add +3900.0% | 40 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 37 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 31 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -74.5% | 26 | $1K |
| Eukles Asset Management | 0.00% | New | 26 | $1K |
| First Community Trust NA | 0.00% | No change | 14 | $639 |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $609 |
| BlackRock, Inc. | 0.00% | No change | 1 | $33 |
| Evolution Advisers, Inc. | 0.00% | No change | 17 | $0 |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.