Fidelity Total Bond ETFFBNDETF
13F holders, Q2 2026 (June 30)795holders +38
75new positions
40sold out
4famous investors
$45.48avg. 13F price*
At the end of Q2 2026, 795 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 38 from Q1 2026. 75 opened new positions and 40 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.6B), Morgan Stanley ($1.7B) and Bank of America Corp. ($716.0M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity Total Bond ETF
- CUSIP
- 316188309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $110.1M |
| Exits | 40 | $73.9M |
All 13F filers, Q1 2026 → Q2 2026: 46,493,435 shares bought and 12,560,492 shares sold, net +33,932,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Northwestern Mutual Wealth Management Co. | 2.47% | Add +6.0% | 101,656,759 | $4.6B |
| Morgan Stanley | 0.09% | Add +3.7% | 36,816,208 | $1.7B |
| Bank of America Corp. | 0.05% | Add +7.0% | 15,740,788 | $716.0M |
| FMR LLC | 0.03% | Add +5.7% | 15,305,769 | $696.3M |
| JPMorgan Chase & Co. | 0.04% | Add +5.6% | 13,982,930 | $638.6M |
| LPL Financial LLC | 0.13% | Add +22.7% | 13,045,220 | $593.4M |
| Dynasty Wealth Management, LLC | 3.71% | Add +7.4% | 10,970,047 | $499.0M |
| Raymond James Financial Inc. | 0.11% | Add +15.1% | 9,016,360 | $410.2M |
| Modern Wealth Management, LLC | 4.41% | Add +61.7% | 8,110,234 | $368.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +7.9% | 8,059,617 | $366.6M |
| Cetera Investment Advisers | 0.30% | Add +7.3% | 7,296,054 | $331.9M |
| Country Trust Bank | 5.46% | Add +1.7% | 6,857,648 | $312.0M |
| UBS Group AG | 0.05% | Add +8.4% | 6,750,589 | $307.1M |
| Quotient Wealth Partners, LLC | 7.23% | Add +3.5% | 6,729,858 | $306.1M |
| Legacy Wealth Management, LLC | 13.08% | Add +57.0% | 5,495,432 | $250.0M |
| Osaic Holdings, Inc. | 0.29% | Add +19.2% | 5,491,783 | $249.9M |
| Commonwealth Equity Services, LLC | 0.29% | Add +4.7% | 5,113,836 | $232.6M |
| Sax Wealth Advisors, LLC | 8.34% | Add +12.3% | 4,491,470 | $204.9M |
| Royal Bank of Canada | 0.03% | Add +4.9% | 4,397,539 | $200.0M |
| Mather Group, Llc. | 1.63% | Reduce -5.4% | 4,110,125 | $187.0M |
| Ritholtz Wealth Management | 2.76% | Add +1.5% | 4,066,886 | $185.0M |
| Kestra Advisory Services, LLC | 0.59% | Add +0.7% | 3,994,283 | $181.7M |
| Waverly Advisors, LLC | 1.01% | Add +521.8% | 3,836,584 | $174.5M |
| Capital Analysts, LLC | 3.68% | Add +11.2% | 3,506,392 | $159.5M |
| Retirement Planning Group, LLC | 3.64% | Add +10.9% | 3,153,325 | $143.4M |
| Blue Chip Partners, LLC | 8.86% | Add +3.5% | 3,081,830 | $140.2M |
| Sagespring Wealth Partners, LLC | 2.13% | Add +14.1% | 3,049,078 | $138.7M |
| Thrivent Financial for Lutherans | 0.24% | Add +2.9% | 3,036,872 | $138.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.26% | Add +5.3% | 2,968,727 | $135.0M |
| Focus Partners Wealth | 0.11% | Add +39.9% | 2,463,277 | $112.1M |
| MML Investors Services, LLC | 0.23% | Add +13.9% | 2,459,061 | $111.9M |
| McKinley Carter Wealth Services, Inc. | 5.75% | Add +7.8% | 2,446,971 | $111.3M |
| Summit Financial Strategies, Inc. | 7.61% | Add +7.1% | 2,384,200 | $108.5M |
| Wells Fargo & Company | 0.02% | Add +7.1% | 2,127,446 | $96.8M |
| Octavia Wealth Advisors, LLC | 8.10% | Add +7.0% | 2,053,945 | $93.8M |
| HighTower Advisors, LLC | 0.09% | Add +1.7% | 2,007,999 | $91.3M |
| Valeo Financial Advisors, LLC | 1.80% | Add +2.7% | 1,985,582 | $85.3M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +4.4% | 1,812,152 | $82.4M |
| Corient Private Wealth LP | 0.11% | Add +5.4% | 1,808,251 | $82.3M |
| Falcon Wealth Planning | 4.70% | Add +8.6% | 1,634,738 | $74.4M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +9.8% | 1,602,623 | $72.9M |
| Wealthcare Advisory Partners LLC | 1.35% | Add +2.7% | 1,565,006 | $71.2M |
| Private Advisor Group, LLC | 0.32% | Add +1.4% | 1,530,984 | $69.6M |
| Ameritas Advisory Services, LLC | 1.40% | Add +94.0% | 1,517,610 | $69.0M |
| Ullmann Wealth Partners Group, LLC | 6.13% | Add +25.6% | 1,482,823 | $67.5M |
| Concurrent Investment Advisors, LLC | 0.56% | Add +8.4% | 1,435,649 | $65.3M |
| HUB Investment Partners, LLC | 1.19% | Add +4.7% | 1,421,650 | $64.7M |
| Syntegra Private Wealth Group, LLC | 4.89% | Add +64.4% | 1,388,561 | $63.2M |
| Rehmann Capital Advisory Group | 2.84% | Add +5.2% | 1,363,514 | $62.1M |
| Arkadios Wealth Advisors | 0.91% | Add +6.8% | 1,307,314 | $59.5M |
| Aptus Capital Advisors, LLC | 0.43% | Add +3.5% | 1,298,147 | $59.1M |
| Integrated Wealth Concepts LLC | 0.37% | Add +0.9% | 1,252,617 | $57.0M |
| Sunburst Financial Group, LLC | 9.05% | Add +3.8% | 1,190,025 | $54.1M |
| RFG Advisory, LLC | 0.83% | Reduce -7.9% | 1,163,561 | $52.9M |
| Harbor Group, Inc. | 5.96% | Add +2.2% | 1,116,081 | $50.8M |
| McGlone Suttner Wealth Management, Inc. | 5.95% | Add +4.3% | 1,114,382 | $50.7M |
| Drake & Associates, LLC | 8.42% | Add +7.6% | 1,098,394 | $50.0M |
| Dynamic Advisor Solutions LLC | 1.42% | Add +13.1% | 1,095,153 | $49.8M |
| OLIO Financial Planning | 12.24% | Add +6.5% | 1,084,423 | $49.3M |
| Navalign, LLC | 11.48% | Add +5.1% | 1,083,023 | $49.3M |
| Jones Financial Companies LLLP | 0.02% | Add +36.0% | 1,059,149 | $48.5M |
| Landing Point Financial Group, LLC | 16.14% | Add +6899.0% | 1,043,899 | $47.5M |
| Nicolet Bankshares Inc. | 1.49% | Add +54.1% | 1,027,399 | $46.7M |
| Crane Advisory, LLC | 6.67% | Add +1.5% | 1,026,233 | $46.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.23% | Add +18.6% | 971,403 | $44.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 20.53% | Add +4.3% | 943,913 | $42.9M |
| Shakespeare Wealth Management, LLC | 11.34% | Add +8.1% | 941,225 | $42.8M |
| Weatherly Asset Management L. P. | 3.01% | Add +3.2% | 927,020 | $42.3M |
| WestHill Financial Advisors, Inc. | 7.09% | Add +2.2% | 914,982 | $41.6M |
| Larson Financial Group LLC | 1.09% | Add +20.2% | 912,200 | $41.5M |
| Lineweaver Wealth Advisors, LLC | 4.89% | Add +7.2% | 903,819 | $41.1M |
| Brookstone Capital Management | 0.41% | Add +7.0% | 894,979 | $40.7M |
| Bleakley Financial Group, LLC | 0.51% | Reduce -2.3% | 881,683 | $40.1M |
| Correct Capital Wealth Management | 6.89% | Add +0.9% | 879,135 | $40.0M |
| Power Wealth Management LLC | 13.54% | Add +4.2% | 865,549 | $39.4M |
| Pallas Capital Advisors LLC | 1.20% | Add +6.1% | 853,855 | $38.8M |
| Aspiriant, LLC | 0.94% | Add +11.3% | 833,949 | $37.9M |
| Arete Wealth Advisors, LLC | 2.50% | Add +5.7% | 832,624 | $37.9M |
| Coyle Financial Counsel LLC | 6.88% | Add +4.1% | 827,671 | $37.7M |
| Baird Financial Group, Inc. | 0.05% | Add +10.2% | 816,468 | $37.1M |
| KFG Wealth Management, LLC | 4.18% | Add +3.8% | 813,982 | $37.0M |
| Compass Ion Advisors, LLC | 3.19% | Add +2.3% | 812,609 | $37.0M |
| Global Retirement Partners, LLC | 0.56% | — | 806,651 | $36.7M |
| Mascoma Wealth Management LLC | 6.76% | Add +4.7% | 801,959 | $36.5M |
| ABLE Financial Group, LLC | 6.04% | Add +5.9% | 791,676 | $36.0M |
| Henderson Brothers Financial Partners, LLC | 16.85% | Reduce -51.3% | 782,427 | $35.6M |
| Harbour Investments, Inc. | 0.48% | Add +2.4% | 781,949 | $35.6M |
| Stone House Investment Management, LLC | 4.72% | Add +19.5% | 780,129 | $35.5M |
| Gotham Asset Management | 0.08% | Add +9.1% | 778,810 | $35.4M |
| Vicus Capital | 2.26% | Add +0.2% | 769,512 | $35.0M |
| OneDigital Investment Advisors LLC | 0.29% | Add +21.5% | 765,893 | $34.8M |
| Bank of New York Mellon Corp | 0.01% | Add +17.1% | 742,317 | $33.8M |
| Creative Planning | 0.02% | Reduce -4.8% | 738,717 | $33.6M |
| Founders Financial Securities LLC | 1.71% | Add +13.8% | 733,356 | $33.4M |
| Horizon Investments, LLC | 0.36% | Reduce -42.5% | 732,704 | $33.2M |
| WBH Advisory Inc. | 2.23% | Reduce -0.6% | 729,218 | $33.2M |
| Scott Capital Advisors, LLC | 5.15% | Add +83.9% | 722,949 | $32.9M |
| Souders Financial Advisors | 3.26% | Add +6.2% | 713,409 | $32.5M |
| Leelyn Smith, LLC | 3.89% | Add +4.2% | 702,891 | $32.0M |
| Wealthspire Retirement, LLC | 1.75% | Add +3.6% | 702,477 | $32.0M |
| Presidio Capital Management, LLC | 7.90% | Add +12.7% | 694,781 | $31.6M |
| Valley National Advisers Inc. | 3.44% | Add +7.2% | 680,582 | $31.0M |
| Wealth Alliance Advisory Group, LLC | 4.44% | Reduce -1.9% | 674,141 | $30.7M |
| Hunter Associates Investment Management LLC | 3.48% | Add +7.0% | 663,881 | $30.2M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -4.1% | 664,235 | $30.2M |
| Capital Wealth Management, LLC | 7.26% | Add +6.1% | 663,628 | $30.2M |
| Cyndeo Wealth Partners, LLC | 1.42% | Add +2.7% | 662,811 | $30.2M |
| Financial Strategies Group, Inc. | 4.80% | Add +7.6% | 668,475 | $30.1M |
| NewEdge Advisors, LLC | 0.09% | Reduce -48.4% | 659,694 | $30.0M |
| Wealth Management Resources, Inc. | 9.22% | Reduce -0.9% | 656,681 | $29.9M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +12.9% | 656,664 | $29.9M |
| Koshinski Asset Management, Inc. | 1.54% | Add +8.2% | 636,549 | $29.0M |
| Bridgewealth Advisory Group, LLC | 5.41% | Add +8.5% | 629,621 | $28.6M |
| Presper Financial Architects, LLC | 14.70% | Add +0.7% | 619,230 | $28.2M |
| TrueWealth Advisors, LLC | 6.32% | Add +2.0% | 616,590 | $28.0M |
| Targeted Financial Services LLC | 20.66% | Add +15.4% | 615,521 | $28.0M |
| Sard Wealth Management Group, LLC | 13.33% | Add +5.7% | 612,680 | $27.9M |
| Envision Financial Planning, LLC | 8.99% | Add +8.4% | 607,288 | $27.6M |
| Pension & Wealth Management Advisors, Inc. | 7.40% | Add +2.5% | 603,317 | $27.4M |
| Regimen Wealth, LLC | 7.25% | Add +2.8% | 591,500 | $26.9M |
| DeDora Capital, Inc. | 5.71% | Add +1.2% | 577,902 | $26.3M |
| Rise Advisors, LLC | 7.35% | Add +73.8% | 573,804 | $26.1M |
| Perigon Wealth Management, LLC | 0.41% | Add +8.0% | 563,259 | $25.6M |
| Main Street Financial Solutions, LLC | 1.63% | Add +5.9% | 558,029 | $25.4M |
| Andrews Advisory Associates, LLC | 12.17% | Add +2.6% | 556,482 | $25.3M |
| Riverpoint Wealth Management Holdings, LLC | 4.61% | Add +5.6% | 551,758 | $25.1M |
| EnRich Financial Partners LLC | 5.96% | Add +9.9% | 551,216 | $25.1M |
| Spire Wealth Management | 0.75% | Reduce -0.7% | 544,210 | $24.8M |
| Linscomb Wealth, Inc. | 1.06% | Add +39.4% | 537,070 | $24.4M |
| Juno Financial Group LLC | 8.61% | Add +7.5% | 533,746 | $24.3M |
| Financial & Tax Architects, LLC | 5.07% | New | 528,955 | $24.1M |
| BG Investment Services, LLC | 17.27% | Add +12.4% | 527,196 | $24.0M |
| Summit Financial, LLC | 0.26% | Add +3.9% | 509,687 | $23.3M |
| Catawba River Capital | 10.39% | Add +1.5% | 510,635 | $23.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.56% | Add +36.0% | 508,997 | $23.2M |
| CPA Asset Management Group, LLC | 6.67% | Reduce -21.8% | 508,821 | $23.1M |
| Investment Advisory Services Group LLC | 16.77% | Add +13.2% | 503,662 | $22.9M |
| Tidemark, LLC | 5.10% | Add +18.2% | 497,628 | $22.6M |
| Kastel Capital Advisors, LLC | 13.96% | Add +11.0% | 483,888 | $22.1M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Reduce -2.6% | 478,684 | $21.8M |
| KFA Private Wealth Group, LLC | 5.22% | Add +6.8% | 476,256 | $21.7M |
| Centaurus Financial, Inc. | 0.83% | Reduce -11.8% | 467,220 | $21.3M |
| Watchman Group, Inc. | 4.69% | Add +4.2% | 460,856 | $21.0M |
| Valmark Advisers, Inc. | 0.22% | Add +12.3% | 455,014 | $20.7M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +17.3% | 454,066 | $20.7M |
| Dogwood Wealth Management LLC | 8.08% | Add +10.2% | 449,753 | $20.5M |
| Pittenger & Anderson Inc. | 0.73% | Add +5.6% | 449,653 | $20.5M |
| Waterway Wealth Management, LLC | 4.15% | Add +150.8% | 462,712 | $20.3M |
| Kintra Wealth, LLC | 1.06% | Add +1016.3% | 448,871 | $20.2M |
| PCA Investment Advisory Services Inc. | 5.54% | Add +12.8% | 435,954 | $19.9M |
| tru Independence LLC | 8.67% | Add +10.5% | 435,727 | $19.8M |
| Cornerstone Wealth Group, LLC | 1.18% | Add +17.7% | 434,951 | $19.8M |
| Occidental Asset Management, LLC | 1.95% | Add +2.3% | 430,900 | $19.6M |
| Buttonwood Financial Advisors Inc. | 5.90% | Add +4.8% | 426,451 | $19.4M |
| Baker Boyer National Bank | 5.27% | Add +2.9% | 421,979 | $19.2M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +7.3% | 420,968 | $19.1M |
| New Insight Wealth Advisors | 5.59% | Add +5.2% | 416,538 | $18.9M |
| Silver Oak Securities, Incorporated | 1.13% | Add +1.4% | 409,818 | $18.6M |
| Goldstone Financial Group, LLC | 1.70% | Add +25.0% | 409,076 | $18.6M |
| Meriwether Wealth & Planning, LLC | 9.09% | Add +1.8% | 402,883 | $18.3M |
| ETF Portfolio Partners, Inc. | 4.32% | Add +9.1% | 399,567 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.1% | 399,944 | $18.1M |
| Selby Wealth Management, LLC | 6.39% | Add +4.4% | 396,355 | $18.0M |
| World Investment Advisors | 0.30% | Reduce -0.5% | 394,895 | $18.0M |
| D.A. Davidson & Co. | 0.10% | Add +8.4% | 395,870 | $18.0M |
| Pearl Planning LLC | 8.07% | Add +9.8% | 385,581 | $17.5M |
| Gainline Financial Partners, LLC | 16.29% | — | 383,552 | $17.4M |
| Schneider Downs Wealth Management Advisors, LP | 1.61% | Add +5.6% | 376,993 | $17.1M |
| RCS Financial Planning, LLC | 8.03% | Add +0.9% | 371,465 | $17.0M |
| Baker Ellis Asset Management LLC | 1.74% | Reduce -1.4% | 368,299 | $16.8M |
| MAI Capital Management | 0.06% | Add +4.6% | 367,020 | $16.7M |
| S Harris Financial Group, LLC | 12.86% | Add +16.4% | 364,738 | $16.6M |
| OneAscent Financial Services LLC | 0.79% | Add +21.9% | 363,095 | $16.5M |
| EdgeRock Capital LLC | 3.72% | Add +2.0% | 361,305 | $16.4M |
| Forbes Financial Planning, Inc. | 8.76% | Reduce -1.8% | 358,978 | $16.3M |
| Physician Wealth Advisors, Inc. | 1.94% | Add +12.7% | 357,130 | $16.2M |
| J.W. Cole Advisors, Inc. | 0.28% | New | 354,540 | $16.1M |
| Tsfg, LLC | 2.02% | Add +82.1% | 352,719 | $16.0M |
| CMG Global Holdings, LLC | 6.71% | Reduce -2.5% | 347,605 | $15.8M |
| Graney & King, LLC | 5.68% | Add +10.2% | 347,145 | $15.8M |
| Courier Capital LLC | 0.78% | Add +7.1% | 344,513 | $15.7M |
| Advyzon Investment Management, LLC | 1.14% | Add +45.4% | 344,314 | $15.7M |
| Salus Financial Advisors, LLC | 7.71% | Add +9.6% | 343,812 | $15.6M |
| Stratos Wealth Advisors, LLC | 0.86% | Add +10.8% | 343,775 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +4.1% | 340,427 | $15.5M |
| Renaissance Technologies | 0.02% | Add +48.3% | 339,700 | $15.5M |
| First Commonwealth Financial Corp | 2.15% | Add +10.7% | 337,947 | $15.4M |
| Sentinel Pension Advisors, LLC | 2.02% | Add +3.1% | 339,398 | $15.4M |
| Genesis Private Wealth, LLC | 4.21% | Add +4.9% | 328,860 | $15.0M |
| Rooted Wealth Advisors, Inc. | 3.61% | Add +27.3% | 324,065 | $14.7M |
| Unique Wealth Strategies, LLC | 5.38% | Add +8.4% | 323,842 | $14.7M |
| Mountain Hill Investment Partners Corp. | 8.31% | Add +4.8% | 322,348 | $14.7M |
| Goodwin Investment Advisory | 28.85% | Add +10.7% | 315,244 | $14.3M |
| Summit Wealth Partners, LLC | 2.01% | Add +428.4% | 310,113 | $14.1M |
| Mustico Financial Group, Inc. | 9.16% | Add +19.5% | 313,408 | $14.1M |
| LongView Wealth Management | 3.61% | Add +3.4% | 309,647 | $14.1M |
| Cyr Financial Inc. | 7.31% | Add +8.1% | 308,567 | $14.0M |
| Lebenthal Global Advisors, LLC | 1.87% | Add +218.5% | 305,396 | $13.9M |
| TrustWell Financial Advisors, LLC | 11.57% | Add +7.8% | 299,869 | $13.6M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +13.7% | 299,451 | $13.6M |
| Truist Financial Corp. | 0.02% | Add +11.0% | 297,221 | $13.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +9.0% | 294,442 | $13.4M |
| Destiny Capital Corp | 6.21% | Add +2.7% | 293,356 | $13.3M |
| Destiny Wealth Partners, LLC | 1.88% | Reduce -20.1% | 297,650 | $13.3M |
| Advisory Services Network, LLC | 0.15% | Add +18.9% | 291,060 | $13.2M |
| Milestone Investment Advisors LLC | 2.85% | Add +5.9% | 290,314 | $13.2M |
| NewEdge Wealth, LLC | 0.13% | Add +10.8% | 290,125 | $13.2M |
| Members Wealth LLC | 7.21% | Add +9.2% | 289,217 | $13.2M |
| Gladstone Institutional Advisory LLC | 0.40% | Reduce -21.1% | 280,428 | $12.8M |
| Allworth Financial LP | 0.05% | Reduce -78.7% | 279,667 | $12.7M |
| Argo Wealth Advisory, LLC | 6.87% | Add +1.4% | 273,702 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 273,598 | $12.4M |
| Apella Capital, LLC | 0.17% | Add +11.0% | 273,252 | $12.4M |
| Storen Legacy Partners, LLC | 3.37% | Add +16.5% | 271,750 | $12.4M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +7.0% | 271,396 | $12.3M |
| Hicks Capital Management LLC | 9.91% | Add +5.5% | 265,775 | $12.1M |
| IHT Wealth Management, LLC | 0.26% | Add +103.0% | 265,008 | $12.1M |
| Equitable Holdings, Inc. | 0.07% | Add +9.3% | 264,807 | $12.0M |
| Atria Investments, Inc | 0.12% | Add +6.9% | 264,410 | $12.0M |
| Resolute Wealth Strategies, LLC | 4.60% | Add +3.7% | 260,923 | $11.9M |
| SPWM Advisors LLC | 10.91% | Add +3.8% | 260,686 | $11.8M |
| Provident Living Financial Services, Inc. | 11.60% | Add +19.5% | 258,653 | $11.8M |
| Clarity Wealth Advisors, LLC | 2.05% | Add +8.3% | 255,355 | $11.6M |
| PFG Advisors | 0.58% | Reduce -4.4% | 254,449 | $11.6M |
| Holos Integrated Wealth LLC | 5.39% | Add +14.0% | 254,878 | $11.5M |
| Dickmeyer Boyce Financial Management, Inc. | 5.96% | Add +4.8% | 252,970 | $11.5M |
| Diversify Advisory Services, LLC | 0.19% | New | 252,758 | $11.4M |
| Diversify Wealth Management, LLC | 0.19% | Add +2.3% | 252,758 | $11.4M |
| USAdvisors Wealth Management, LLC | 3.25% | Reduce -0.7% | 249,460 | $11.3M |
| Steph & Co. | 2.87% | Add +5.8% | 248,913 | $11.3M |
| FWG Holdings, LLC | 3.93% | Reduce -14.8% | 251,769 | $11.3M |
| 49 Wealth Management, LLC | 2.12% | New | 244,333 | $11.1M |
| Alongside, LLC | 2.12% | — | 244,333 | $11.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +1824.4% | 241,165 | $11.0M |
| OpenArc Corporate Advisory, LLC | 0.13% | Add +34.0% | 241,080 | $11.0M |
| Mariner, LLC | 0.01% | Reduce -57.9% | 237,965 | $10.8M |
| TD Waterhouse Canada Inc. | 0.03% | Add +6.2% | 231,630 | $10.5M |
| Sachetta, LLC | 4.95% | Add +14.4% | 223,961 | $10.2M |
| Dakota Wealth Management | 0.19% | Add +3.0% | 218,366 | $9.9M |
| SilverOak Wealth Management LLC | 1.28% | Add +27.4% | 217,999 | $9.9M |
| Schuylkill Financial LLC | 9.06% | — | 215,562 | $9.8M |
| WNY Asset Management, LLC | 0.88% | Add +3.8% | 215,365 | $9.8M |
| OmniStar Financial Group, Inc. | 4.43% | Add +7.4% | 211,537 | $9.6M |
| Schmidt P J Investment Management Inc. | 1.49% | Add +8.7% | 211,396 | $9.6M |
| CMH Wealth Management LLC | 1.46% | Add +34.8% | 209,527 | $9.6M |
| Mayfair Advisory Group, LLC | 2.81% | Add +9.1% | 207,623 | $9.3M |
| Sonoma Allocations LLC | 2.88% | Add +5.3% | 203,946 | $9.3M |
| Williams & Novak, LLC | 6.16% | Reduce -14.2% | 202,552 | $9.2M |
| Centerline Wealth Advisors, LLC | 2.86% | Reduce -14.8% | 200,540 | $9.1M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +6.7% | 199,888 | $9.1M |
| Clarity Retirement & Wealth, LLC | 6.25% | Add +5.4% | 198,767 | $9.0M |
| Insight Wealth Partners, LLC | 1.20% | Reduce -22.6% | 195,769 | $8.9M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -7.4% | 194,598 | $8.9M |
| Creative Financial Designs Inc. | 0.42% | Reduce -59.4% | 194,201 | $8.8M |
| Mutual Advisors, LLC | 0.17% | Reduce -22.9% | 192,741 | $8.8M |
| Integrated Wealthcare, LLC | 6.52% | Reduce -1.1% | 191,937 | $8.7M |
| &partners | 0.04% | Add +15.0% | 188,102 | $8.7M |
| HighPoint Advisor Group LLC | 0.31% | Add +0.5% | 190,685 | $8.7M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +4.9% | 190,116 | $8.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +135.6% | 189,083 | $8.6M |
| Greykasell Wealth Strategies, Inc. | 3.11% | Add +5.9% | 188,259 | $8.6M |
| B. Riley Wealth Advisors, Inc. | 0.46% | Add +15.7% | 186,351 | $8.5M |
| Landmark Wealth Management, LLC | 1.99% | Add +5.8% | 183,181 | $8.3M |
| Keystone Wealth Services, LLC | 1.55% | Add +2.8% | 182,832 | $8.3M |
| Wingate Wealth Advisors, Inc. | 3.65% | Add +162.7% | 182,375 | $8.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.69% | Add +10.3% | 179,805 | $8.2M |
| Visionary Wealth Advisors | 0.32% | Add +32.5% | 176,386 | $8.0M |
| Flavin Financial Services, Inc. | 4.57% | Add +6.5% | 176,177 | $8.0M |
| Barry Investment Advisors, LLC | 1.67% | Add +36.7% | 175,149 | $8.0M |
| Sigma Planning Corp | 0.20% | Add +2.8% | 175,486 | $8.0M |
| Financial Management Network Inc. | 1.14% | Add +10.7% | 174,975 | $7.9M |
| Eaton Financial Holdings Company, LLC | 2.15% | Add +17.3% | 172,332 | $7.8M |
| McCarter Private Wealth Services LLC | 2.70% | New | 172,299 | $7.8M |
| BOS Asset Management, LLC | 1.80% | Add +7.2% | 170,278 | $7.7M |
| TD Capital Management LLC | 0.63% | Reduce -5.8% | 169,841 | $7.7M |
| Parcion Private Wealth LLC | 0.43% | Add +3.3% | 169,200 | $7.7M |
| Unique Wealth, LLC | 0.89% | Add +19.8% | 167,117 | $7.6M |
| Cooper Financial Group | 0.63% | Reduce -10.5% | 166,592 | $7.6M |
| Strata Wealth Advisors, LLC | 1.85% | Add +28.1% | 166,308 | $7.6M |
| Principal Securities, Inc. | 0.09% | Add +35.8% | 166,031 | $7.6M |
| Level Four Advisory Services, LLC | 0.21% | Add +4.0% | 165,602 | $7.5M |
| Essential Planning, LLC. | 2.11% | Add +36.9% | 164,190 | $7.5M |
| Sentinel Advisory Group, LLC | 3.04% | Add +11.8% | 163,644 | $7.4M |
| Fifth Third Bancorp | 0.01% | Reduce -1.8% | 161,461 | $7.3M |
| Wealthspan Partners, LLC | 2.29% | Add +4.6% | 159,569 | $7.3M |
| WealthCare Investment Partners, LLC | 1.76% | Reduce -4.2% | 159,091 | $7.2M |
| Axis Wealth Partners, LLC | 3.44% | Add +7.2% | 157,655 | $7.2M |
| Titleist Asset Management, LLC | 0.48% | Add +4.3% | 156,527 | $7.1M |
| Keenan, LLC | 4.90% | Add +14.2% | 152,558 | $6.9M |
| Vise Technologies, Inc. | 0.08% | Add +294.0% | 151,966 | $6.9M |
| Parallel Advisors, LLC | 0.10% | Add +8.6% | 149,703 | $6.8M |
| Merkkuri Wealth Advisors LLC | 4.20% | Reduce -12.3% | 148,873 | $6.8M |
| Advisor OS, LLC | 0.45% | Add +73.8% | 147,684 | $6.7M |
| OakTrust Wealth Advisors, LLC | 5.77% | Add +13.3% | 147,059 | $6.7M |
| TFB Advisors LLC | 2.90% | Add +3.3% | 144,855 | $6.6M |
| Victory Financial Group, LLC | 0.69% | Reduce -40.3% | 144,580 | $6.6M |
| Prosperity Consulting Group, LLC | 0.25% | Add +12.2% | 144,217 | $6.6M |
| Clearwave Capital, LLC | 3.61% | Add +12.7% | 143,771 | $6.5M |
| Accelerate Investment Advisors LLC | 3.75% | Add +2.7% | 143,715 | $6.5M |
| MCF Advisors LLC | 0.23% | Add +5.8% | 142,980 | $6.5M |
| BridgePort Financial Solutions, LLC | 1.64% | New | 141,341 | $6.4M |
| Jeter Robert S II | 6.12% | Add +2.0% | 141,085 | $6.4M |
| Lincoln Capital Corp. | 2.06% | Add +11.2% | 139,518 | $6.3M |
| Spectrum Investment Advisors, Inc. | 2.59% | Add +25.1% | 139,298 | $6.3M |
| Davis Wealth Advisors, LLC | 4.85% | Add +11.8% | 137,847 | $6.3M |
| Arax Advisory Partners | 0.04% | Add +4075.9% | 136,176 | $6.2M |
| IFG Advisory, LLC | 0.21% | New | 132,979 | $6.0M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -4.5% | 132,062 | $6.0M |
| Quad-Cities Investment Group, LLC | 2.13% | Add +4.2% | 130,495 | $5.9M |
| Armor Investment Advisors, LLC | 1.90% | Add +56.0% | 130,155 | $5.9M |
| Intrua Financial, LLC | 0.56% | Add +15.4% | 130,029 | $5.9M |
| Split Rock Private Trading & Wealth Management, LLC | 4.05% | Reduce -22.8% | 129,816 | $5.9M |
| KMG Fiduciary Partners, LLC | 0.55% | Reduce -64.2% | 129,238 | $5.9M |
| Betterment LLC | 0.01% | Add +14.3% | 129,087 | $5.9M |
| RDA Financial Network | 1.28% | Add +10.4% | 128,789 | $5.9M |
| InTrack Investment Management Inc | 2.90% | Add +22.4% | 128,435 | $5.8M |
| Foundations Investment Advisors, LLC | 0.06% | Add +11.4% | 128,155 | $5.8M |
| Carnegie Investment Counsel | 0.12% | Add +5.9% | 126,465 | $5.8M |
| Primoris Wealth Advisors, LLC | 2.62% | Add +0.2% | 126,399 | $5.7M |
| Stratos Investment Management, LLC | 0.21% | Reduce -1.9% | 125,855 | $5.7M |
| Silverlake Wealth Management LLC | 1.09% | Add +8.6% | 125,143 | $5.7M |
| Clearview Wealth Management LLC | 3.60% | Reduce -1.4% | 123,015 | $5.6M |
| IFP Advisors, Inc | 0.10% | Add +1.2% | 120,520 | $5.5M |
| Chesley Taft & Associates LLC | 0.21% | Add +3.1% | 120,215 | $5.5M |
| SageGuard Financial Group, LLC | 0.77% | Add +1980.3% | 120,078 | $5.5M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -59.8% | 118,913 | $5.4M |
| Opal Wealth Advisors, LLC | 1.13% | Add +10.5% | 115,109 | $5.2M |
| Maple Capital Management, Inc. | 0.31% | Add +3.6% | 114,614 | $5.2M |
| CFO4Life Group, LLC | 0.70% | Reduce -1.2% | 114,545 | $5.2M |
| Triangle Securities Wealth Management | 1.02% | Add +9.1% | 113,168 | $5.1M |
| Cadia Private Client LLC | 3.68% | Add +9.1% | 112,878 | $5.1M |
| TritonPoint Partners, LLC | 0.42% | Reduce -11.6% | 111,623 | $5.1M |
| First United Bank & Trust | 1.47% | Reduce -0.3% | 111,969 | $5.1M |
| Investment Advisory Group, LLC | 1.09% | Add +12.0% | 110,309 | $5.0M |
| Madison Wealth Partners, Inc | 0.63% | Reduce -0.5% | 109,301 | $5.0M |
| Onyx Bridge Wealth Group LLC | 0.44% | Reduce -9.6% | 108,547 | $4.9M |
| Allen Capital Group, LLC | 0.40% | Reduce -1.2% | 108,405 | $4.9M |
| Ipsen Advisor Group LLC | 3.17% | Add +2.2% | 108,249 | $4.9M |
| Leigh Baldwin & Co., LLC | 2.65% | Add +20.0% | 108,042 | $4.9M |
| PKS Advisory Services, LLC | 0.77% | Add +4.9% | 106,321 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +1.4% | 105,113 | $4.8M |
| Ancora Advisors LLC | 0.09% | Reduce -3.9% | 104,934 | $4.8M |
| Magnolia Capital Advisors LLC | 0.81% | Add +14.2% | 103,393 | $4.7M |
| Cornerstone Wealth, LLC | 2.33% | Reduce -8.6% | 101,535 | $4.6M |
| Fifth Third Securities, Inc. | 0.26% | Add +42.2% | 100,599 | $4.6M |
| Family Capital Management, Inc. | 1.75% | Add +2.2% | 99,317 | $4.5M |
| Clear Investment Research, LLC | 7.00% | Reduce -0.7% | 98,897 | $4.5M |
| Richard W. Paul & Associates, LLC | 1.37% | Add +2.2% | 98,755 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.7% | 98,215 | $4.5M |
| Prudent Investors Network, Inc. | 0.85% | Reduce -55.1% | 96,380 | $4.4M |
| Natixis Advisors, LLC | 0.00% | Add +36.7% | 96,313 | $4.4M |
| Eagle Rock Investment Company, LLC | 0.54% | Add +23.6% | 96,151 | $4.4M |
| Smartleaf Asset Management LLC | 0.14% | No change | 95,193 | $4.3M |
| Simplicity Wealth,LLC | 0.14% | Add +19.6% | 94,429 | $4.3M |
| DecisionMap Wealth Management, LLC | 2.38% | Add +11.4% | 93,406 | $4.2M |
| Walker Financial Services, Inc. | 1.30% | Reduce -20.6% | 92,048 | $4.2M |
| KG Capital Management | 2.48% | Add +22.9% | 91,717 | $4.2M |
| Rede Wealth, LLC | 1.37% | Add +166.9% | 90,754 | $4.1M |
| PlanVest Financial, Inc | 2.76% | Add +4.4% | 90,718 | $4.1M |
| Tower Wealth Partners, Inc. | 2.03% | Add +11.6% | 90,323 | $4.1M |
| Composition Wealth, LLC | 0.05% | Reduce -26.8% | 89,439 | $4.1M |
| Uptick Partners, LLC | 0.62% | Add +3.0% | 87,568 | $4.0M |
| Boston Partners | 0.00% | Add +21.9% | 86,409 | $3.9M |
| Bryant Woods Investment Advisors, LLC | 1.09% | Add +6.4% | 86,343 | $3.9M |
| Fell Capital Management | 3.29% | Add +181.3% | 85,956 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +0.9% | 85,506 | $3.9M |
| Bucket List Wealth Management, LLC | 1.91% | Add +22.0% | 85,379 | $3.9M |
| Savvy Advisors, Inc. | 0.08% | Add +2.1% | 85,184 | $3.9M |
| Red Mountain Financial, LLC | 3.14% | Add +3.0% | 82,282 | $3.7M |
| Beto Financial Group, LLC | 1.96% | Add +10.4% | 82,630 | $3.7M |
| Fiduciary Alliance LLC | 0.25% | Reduce -2.0% | 80,388 | $3.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.1% | 79,969 | $3.6M |
| 21 West Wealth Management LLC | 3.05% | Add +0.5% | 78,463 | $3.6M |
| Marks Group Wealth Management, Inc | 0.31% | Reduce -2.7% | 77,859 | $3.5M |
| Shore Point Advisors, LLC | 1.20% | Add +1.1% | 86,451 | $3.5M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Reduce -96.2% | 76,650 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +26.1% | 76,545 | $3.5M |
| Valley Wealth Managers, Inc. | 0.20% | Add +3.5% | 75,169 | $3.4M |
| Horizon Investment Services, LLC | 0.95% | Reduce -4.0% | 74,871 | $3.4M |
| Harmony Asset Management LLC | 0.91% | Add +29.0% | 74,753 | $3.4M |
| Soltis Investment Advisors LLC | 0.19% | Add +0.4% | 73,651 | $3.4M |
| XY Planning Network, Inc. | 0.42% | Add +4.1% | 72,939 | $3.3M |
| Align Financial, LLC | 1.64% | Add +13.9% | 72,671 | $3.3M |
| Barnes Pettey Financial Advisors, LLC | 1.03% | Add +3.8% | 72,384 | $3.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -23.5% | 72,093 | $3.3M |
| Schwallier Wealth Management LLC | 2.05% | Reduce -42.3% | 71,217 | $3.2M |
| Paragon Advisors, LLC | 0.67% | Reduce -14.3% | 70,169 | $3.2M |
| Norris Perne & French LLP | 0.14% | Add +5.5% | 70,059 | $3.2M |
| Sowell Financial Services LLC | 0.10% | Add +1.5% | 69,536 | $3.2M |
| Capital Asset Advisory Services LLC | 0.11% | Reduce -0.3% | 68,710 | $3.1M |
| Future Financial Wealth Managment LLC | 1.94% | Add +5.7% | 69,247 | $3.1M |
| Marble Wealth, LLC | 0.48% | Add +11.4% | 68,324 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.41% | Reduce -28.4% | 64,811 | $3.0M |
| Peterson Wealth Advisors, LLC | 0.35% | Reduce -4.6% | 64,935 | $3.0M |
| Cozad Asset Management Inc. | 0.19% | Add +2.7% | 64,838 | $2.9M |
| Verity Asset Management, Inc. | 1.10% | Add +5.6% | 64,036 | $2.9M |
| Wise Wealth Partners | 4.92% | New | 63,596 | $2.9M |
| Dahring | Cusmano LLC | 1.53% | Reduce -22.0% | 63,583 | $2.9M |
| Apollon Financial, LLC | 0.34% | Add +44.1% | 63,388 | $2.9M |
| SHP Wealth Management | 0.20% | Reduce -0.3% | 63,310 | $2.9M |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 60,818 | $2.8M |
| Professional Financial Advisors, LLC | 0.48% | Add +6.2% | 60,375 | $2.7M |
| Retirement Management Systems Inc. | 0.56% | Add +2.9% | 59,799 | $2.7M |
| Legacy Solutions, LLC | 2.19% | Add +8.1% | 59,565 | $2.7M |
| Foronjy Financial LLC | 0.99% | Reduce -0.9% | 59,415 | $2.7M |
| Mascagni Wealth Management, Inc. | 1.66% | Reduce -6.8% | 58,779 | $2.7M |
| Nwam LLC | 0.13% | Add +4.8% | 58,585 | $2.7M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -0.5% | 58,462 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.6% | 57,728 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -68.7% | 57,672 | $2.6M |
| Mission Financial Group, LLC | 2.17% | — | 57,468 | $2.6M |
| Warwick Investment Management, Inc. | 0.29% | Reduce -5.6% | 57,326 | $2.6M |
| Ascent Group, LLC | 0.08% | Add +45.2% | 57,249 | $2.6M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -11.6% | 56,184 | $2.6M |
| Sugar Maple Asset Management, LLC | 1.62% | No change | 55,170 | $2.5M |
| Powell Investment Advisors, LLC | 0.78% | Reduce -5.6% | 54,171 | $2.5M |
| WCG Wealth Advisors LLC | 0.06% | Add +13.6% | 54,002 | $2.5M |
| Transcendent Capital Group LLC | 0.95% | Reduce -1.3% | 53,729 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Reduce -13.2% | 53,607 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -18.1% | 52,865 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 52,360 | $2.4M |
| Providence First Trust Co | 0.66% | New | 52,102 | $2.4M |
| Woodside Wealth Management LLC | 1.63% | Add +3.9% | 51,464 | $2.3M |
| CRA Financial Services, LLC | 0.27% | Reduce -71.8% | 51,319 | $2.3M |
| Kuhn & Co Investment Counsel | 1.34% | Reduce -1.9% | 50,924 | $2.3M |
| Eley Financial Management, Inc | 0.75% | Add +10.7% | 50,783 | $2.3M |
| Bond & Devick Financial Network, Inc. | 0.55% | Add +1.6% | 49,478 | $2.3M |
| Riverbend Wealth Management, LLC | 1.13% | Add +9.8% | 48,852 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Add +1.6% | 48,761 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +137.0% | 48,209 | $2.2M |
| Interchange Capital Partners, LLC | 0.41% | Add +20.3% | 48,060 | $2.2M |
| Bangor Savings Bank | 0.16% | Add +8.7% | 48,039 | $2.2M |
| Defined Wealth Management, LLC | 1.11% | Add +86.0% | 47,319 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +110.6% | 47,063 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +6.9% | 46,716 | $2.1M |
| Berger Financial Group, Inc | 0.11% | Add +0.6% | 46,609 | $2.1M |
| Smith, Moore & Co. | 0.14% | Add +4.7% | 46,506 | $2.1M |
| StoneX Group Inc. | 0.09% | Reduce -14.0% | 46,289 | $2.1M |
| Apex Wealth Management, LLC | 1.29% | Add +5.8% | 46,438 | $2.1M |
| Rinkey Investments | 0.49% | Reduce -0.2% | 46,065 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +12.6% | 45,472 | $2.1M |
| RMR Wealth Builders | 0.13% | New | 45,208 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +1.0% | 44,020 | $2.0M |
| Fullerton Advisors, LLC | 1.88% | Add +0.2% | 44,170 | $2.0M |
| National Wealth Management Group, LLC | 0.61% | Add +19.3% | 43,061 | $2.0M |
| United Advisor Group, LLC | 0.21% | Add +28.2% | 43,011 | $2.0M |
| Next Level Wealth Planning, LLC | 0.86% | Add +9.1% | 42,797 | $1.9M |
| Gerber, LLC | 0.91% | Reduce -0.3% | 42,651 | $1.9M |
| First Bank & Trust | 0.28% | Add +26.5% | 42,396 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +2.8% | 41,075 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -31.9% | 40,359 | $1.8M |
| Indivisible Partners | 0.10% | New | 39,905 | $1.8M |
| Old Mission Capital LLC | 0.05% | Reduce -33.3% | 39,632 | $1.8M |
| IRON Financial LLC | 0.74% | Reduce -0.6% | 39,223 | $1.8M |
| Slagle Financial, LLC | 0.53% | Reduce -0.6% | 39,099 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +59.7% | 38,499 | $1.8M |
| Fiduciary Financial Advisors | 0.17% | New | 37,751 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 37,107 | $1.7M |
| Worth Asset Management, LLC | 0.53% | Add +21.0% | 36,576 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | Add +23.5% | 36,331 | $1.7M |
| Abbot Financial Management, Inc. | 0.61% | Add +0.1% | 36,287 | $1.7M |
| Kearns & Associates LLC | 0.76% | Add +96.2% | 35,785 | $1.6M |
| Ballast Financial Advisors LLC | 1.46% | Add +1.9% | 35,392 | $1.6M |
| Bright Financial Advisors, Inc. | 0.67% | Reduce -20.6% | 34,921 | $1.6M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.2% | 34,239 | $1.6M |
| Mosaic Financial Group, LLC | 0.99% | Add +0.6% | 34,004 | $1.5M |
| Capital Asset Managemnet, LLC | 3.47% | No change | 33,865 | $1.5M |
| Centurion Wealth Management LLC | 0.37% | Reduce -10.1% | 33,686 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +7.6% | 33,432 | $1.5M |
| Financial Freedom, LLC | 0.69% | Reduce -1.8% | 33,051 | $1.5M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -22.6% | 32,438 | $1.5M |
| US Bancorp \de | 0.00% | Add +912.3% | 32,433 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 0.97% | No change | 32,188 | $1.5M |
| WealthBridge Capital Management, LLC | 0.29% | Reduce -8.1% | 31,963 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -15.6% | 31,608 | $1.4M |
| Lakeshore Capital Group, Inc. | 1.05% | Add +38.6% | 31,209 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +11.9% | 31,149 | $1.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +51.0% | 30,990 | $1.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Add +27.5% | 30,316 | $1.4M |
| Wealth Watch Advisors, INC | 0.45% | Add +1.8% | 30,240 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.34% | Add +53.2% | 30,159 | $1.4M |
| LWM Advisory Services, LLC | 2.44% | New | 30,029 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Add +9.9% | 29,762 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -10.4% | 29,640 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -13.5% | 29,355 | $1.3M |
| Waterfront Wealth Inc. | 0.20% | Add +8.1% | 28,996 | $1.3M |
| Boyum Wealth Architects LLC | 0.51% | Add +227.8% | 28,666 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +47.0% | 28,242 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.25% | Add +14.8% | 27,699 | $1.3M |
| Hoxton Planning & Management, LLC | 0.33% | Reduce -16.6% | 27,606 | $1.3M |
| Spinnaker Trust | 0.06% | Reduce -21.1% | 27,269 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +22.8% | 27,232 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.1% | 27,205 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.11% | No change | 26,988 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +2.4% | 26,972 | $1.2M |
| NWF Advisory Services Inc. | 0.11% | Add +6.8% | 26,342 | $1.2M |
| Indie Asset Partners, LLC | 1.13% | Add +0.7% | 26,025 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Reduce -27.8% | 25,988 | $1.2M |
| Asempa Wealth Advisors | 0.88% | Add +0.2% | 25,399 | $1.2M |
| Plan A Wealth LLC | 0.49% | Add +53.8% | 25,391 | $1.2M |
| Box Hill Private Wealth LLC | 0.92% | Reduce -7.8% | 25,240 | $1.1M |
| Triad Wealth Partners, LLC | 0.07% | Reduce -97.8% | 25,469 | $1.1M |
| Curtis Advisory Group, LLC | 0.22% | Reduce -1.1% | 25,075 | $1.1M |
| Mma Asset Management LLC | 0.36% | Add +20.0% | 25,010 | $1.1M |
| CoreCap Advisors, LLC | 0.03% | Add +10.7% | 24,795 | $1.1M |
| Insight Wealth Strategies, LLC | 0.11% | Add +3.9% | 24,378 | $1.1M |
| Essex LLC | 0.17% | Reduce -71.2% | 24,147 | $1.1M |
| Traveka Wealth, LLC | 0.36% | Add +9.8% | 24,028 | $1.1M |
| AQR Capital Management | 0.00% | Add +19.0% | 24,005 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Add +92.5% | 23,979 | $1.1M |
| Ibex Wealth Advisors | 0.09% | Add +0.5% | 23,856 | $1.1M |
| Bfsg, LLC | 0.10% | Reduce -10.5% | 23,726 | $1.1M |
| John W. Brooker & Co., CPAs | 1.30% | Reduce -29.4% | 23,687 | $1.1M |
| Midwest Financial Network, LLC | 0.73% | Add +112.4% | 23,425 | $1.1M |
| Forum Private Client Group LLC | 0.31% | Reduce -7.6% | 23,253 | $1.1M |
| Valley Financial Group, Inc. | 0.52% | Reduce -0.8% | 22,991 | $1.0M |
| Gaddis Premier Wealth Advisors LLC | 0.63% | Reduce -38.9% | 22,773 | $1.0M |
| Post Resch Tallon Group Inc. | 0.71% | Reduce -1.1% | 22,522 | $1.0M |
| Veracity Capital LLC | 0.28% | New | 22,412 | $1.0M |
| PFG Investments, LLC | 0.04% | Add +76.7% | 22,399 | $1.0M |
| Money Concepts Capital Corp. | 0.05% | Add +25.2% | 22,383 | $1.0M |
| Cedar Point Capital Partners, LLC | 0.58% | Add +5.4% | 22,226 | $1.0M |
| Csenge Advisory Group | 0.04% | Add +64.5% | 21,729 | $988K |
| Register Financial Advisors LLC | 0.30% | Add +6.1% | 21,479 | $977K |
| HB Wealth Management, LLC | 0.01% | Add +129.4% | 21,383 | $973K |
| Meadowbrook Advisors Group, LLC | 0.52% | New | 21,192 | $964K |
| Certified Advisory Corp | 0.08% | Reduce -95.9% | 20,931 | $952K |
| McAdam, LLC | 0.04% | Reduce -45.1% | 20,641 | $939K |
| Zacks Investment Management | 0.01% | Reduce -38.8% | 20,533 | $934K |
| Latitude Advisors, LLC | 0.37% | Add +1.2% | 20,506 | $933K |
| Fiduciary Trust Co | 0.01% | Add +116.6% | 20,210 | $919K |
| Mainsail Financial Group, LLC | 0.31% | Reduce -69.6% | 19,941 | $907K |
| Cosner Financial Group, LLC | 0.47% | Reduce -2.0% | 19,932 | $907K |
| Crosspoint Financial, LLC | 2.08% | New | 19,930 | $907K |
| Bank of Montreal | 0.00% | Reduce -10.3% | 19,727 | $897K |
| Daybright Advisory Services, Inc. | 0.21% | Reduce -20.1% | 20,007 | $895K |
| World Equity Group, Inc. | 0.19% | Add +9.2% | 19,037 | $866K |
| Camelot Portfolios, LLC | 0.61% | Reduce -0.3% | 18,792 | $855K |
| RCW Management, LLC | 0.77% | Reduce -0.2% | 18,774 | $854K |
| CGN Advisors LLC | 0.06% | Add +1.9% | 18,717 | $851K |
| Barnes Wealth Management Group, Inc | 0.39% | Add +7.8% | 18,636 | $848K |
| Trust Investment Advisors | 0.40% | No change | 18,292 | $832K |
| Insight Advisors, LLC/ PA | 0.15% | Add +1.1% | 18,188 | $827K |
| King Wealth Management Group | 0.09% | Reduce -8.6% | 17,686 | $805K |
| GWN Securities Inc. | 0.13% | Add +0.1% | 17,367 | $790K |
| Trademark Financial Management, LLC | 0.32% | Add +3.6% | 17,223 | $783K |
| Park Avenue Securities LLC | 0.00% | Add +14.8% | 16,660 | $758K |
| Clearstead Trust, LLC | 0.10% | No change | 16,525 | $752K |
| Scarborough Advisors, LLC | 0.09% | Add +144.9% | 16,486 | $751K |
| Kovack Advisors, Inc. | 0.04% | Add +105.1% | 16,471 | $748K |
| Regal Investment Advisors LLC | 0.04% | Reduce -12.4% | 16,414 | $747K |
| Chris Bulman Inc | 0.27% | Reduce -10.8% | 16,272 | $740K |
| Traynor Capital Management, Inc. | 0.03% | Add +6.2% | 16,129 | $734K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.2% | 16,118 | $733K |
| OneAscent Wealth Management LLC | 0.22% | Add +4.1% | 16,053 | $730K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.1% | 15,919 | $724K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -23.9% | 15,430 | $702K |
| Weaver Consulting Group | 0.14% | Add +33.7% | 15,388 | $700K |
| Security National Bank of Sioux City Iowa | 0.29% | New | 15,290 | $696K |
| Fortress Financial Group, LLC | 0.35% | Reduce -72.0% | 15,237 | $693K |
| MidAtlantic Capital Management, Inc. | 0.42% | Reduce -1.6% | 14,787 | $673K |
| Huntington National Bank | 0.00% | Add +1.0% | 14,534 | $661K |
| KOM Wealth Management Group, LLC | 0.40% | Add +0.5% | 14,459 | $658K |
| AMG National Trust Bank | 0.01% | Reduce -7.3% | 14,319 | $651K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 14,279 | $650K |
| National Bank of Canada | 0.00% | Add +0.9% | 14,161 | $645K |
| Dupree Financial Group, LLC | 0.24% | Add +0.4% | 13,900 | $632K |
| Ascension Capital Advisors, Inc. | 0.18% | New | 13,876 | $631K |
| NCM Capital Management, LLC | 0.19% | Reduce -34.5% | 13,841 | $630K |
| Compass Advisory Group LLC | 0.15% | Add +1.1% | 13,633 | $622K |
| Elevation Wealth Management LLC | 0.46% | Add +2.7% | 13,420 | $613K |
| Andrew Hill Investment Advisors, Inc. | 0.46% | New | 13,462 | $612K |
| Fortitude Advisory Group L.L.C. | 0.23% | Reduce -1.4% | 13,377 | $609K |
| Regatta Capital Group, LLC | 0.08% | Add +0.0% | 13,341 | $607K |
| Strive Financial Group ,LLC | 0.26% | New | 13,331 | $606K |
| Integrated Advisors Network LLC | 0.03% | Add +186.1% | 13,060 | $594K |
| William Howard & Co Financial Advisors Inc | 0.46% | No change | 12,964 | $590K |
| Burns Matteson Capital Management, LLC | 0.19% | Reduce -0.2% | 12,922 | $588K |
| CGC Financial Services, LLC | 0.13% | Add +29.8% | 12,903 | $587K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -22.7% | 12,846 | $584K |
| Beam Wealth Advisors, Inc. | 0.13% | Add +1.4% | 12,774 | $583K |
| Asset One Wealth Management LLC | 0.06% | Reduce -3.9% | 12,768 | $578K |
| Towercrest Capital Management | 0.08% | No change | 12,636 | $575K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 12,615 | $574K |
| Bokf, NA | 0.01% | No change | 12,470 | $567K |
| Keystone Financial Group | 0.03% | Reduce -0.6% | 12,454 | $567K |
| Strategic Blueprint, LLC | 0.03% | Add +3.2% | 12,413 | $565K |
| Miller Financial Services LLC | 0.46% | No change | 12,409 | $564K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.3% | 12,218 | $556K |
| MontVue Capital Management, Inc. | 0.31% | Reduce -0.6% | 11,683 | $531K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.7% | 11,495 | $523K |
| Allegheny Financial Group | 0.06% | Reduce -37.1% | 11,412 | $519K |
| Leavell Investment Management, Inc. | 0.02% | Add +63.7% | 11,255 | $514K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 11,330 | $512K |
| SageView Advisory Group, LLC | 0.02% | No change | 11,227 | $511K |
| Planning Project LLC | 0.10% | — | 11,359 | $508K |
| Keel Point, LLC | 0.03% | Reduce -10.0% | 11,126 | $506K |
| Winebrenner Capital Management LLC | 0.31% | Add +1.1% | 11,099 | $505K |
| Immaculate Wealth Management LLC | 3.37% | Add +1.6% | 10,931 | $497K |
| Seelaus Asset Management LLC | 0.35% | Reduce -14.3% | 10,775 | $490K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 10,723 | $489K |
| Milestone Asset Management, LLC | 0.08% | Add +39.8% | 10,747 | $489K |
| Investment Planning Advisors, Inc. | 0.11% | Reduce -97.1% | 10,666 | $485K |
| Old Mission Investment Co LLC | 0.10% | Add +97.3% | 10,556 | $482K |
| Boston Family Office LLC | 0.03% | Reduce -9.7% | 10,449 | $475K |
| BIP Wealth, LLC | 0.01% | Reduce -32.6% | 10,299 | $468K |
| Blueprint Investment Partners LLC | 0.04% | New | 10,221 | $465K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -45.6% | 10,196 | $464K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +2.3% | 10,114 | $460K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.1% | 10,131 | $460K |
| Focus Financial Network, Inc. | 0.01% | Reduce -17.0% | 10,023 | $458K |
| GreatBanc Trust CO | 0.28% | No change | 10,000 | $455K |
| AE Wealth Management LLC | 0.00% | Add +28.1% | 9,975 | $454K |
| Breakwater Capital Group | 0.05% | Add +3.4% | 9,876 | $449K |
| Gould Asset Management LLC | 0.07% | No change | 9,745 | $443K |
| Abacus Planning Group, Inc. | 0.05% | New | 9,365 | $426K |
| Hantz Financial Services, Inc. | 0.01% | New | 9,318 | $424K |
| Greenspring Advisors, LLC | 0.02% | New | 9,172 | $417K |
| Guerra Pan Advisors, LLC | 0.23% | Add +0.6% | 9,119 | $415K |
| Plus Group Wealth Advisors LLC | 0.39% | Reduce -9.6% | 9,070 | $413K |
| Element Wealth, LLC | 0.15% | Reduce -26.1% | 9,027 | $411K |
| Kure Advisory, LLC | 0.19% | Reduce -10.1% | 8,929 | $406K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 8,736 | $397K |
| Endeavor Private Wealth, Inc. | 0.10% | Add +72.3% | 8,648 | $395K |
| Lazari Capital Management, Inc. | 0.12% | Reduce -3.1% | 8,674 | $395K |
| LCW Services, LLC | 0.17% | Reduce -2.1% | 8,641 | $393K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | No change | 8,638 | $393K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +1.5% | 8,630 | $393K |
| PUREfi Wealth, LLC | 0.21% | Add +37.7% | 8,529 | $388K |
| Dudley Capital Management, LLC | 0.16% | No change | 8,480 | $386K |
| Bessemer Group Inc. | 0.00% | No change | 8,465 | $385K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -68.5% | 8,430 | $383K |
| Regatta Research & Money Management | 0.36% | — | 8,400 | $382K |
| Retirement Planning Group, LLC / NY | 0.20% | Reduce -90.7% | 7,986 | $365K |
| Aurora Private Wealth, Inc. | 0.23% | Add +1.2% | 8,002 | $364K |
| Marshall Financial Group, LLC | 0.05% | Reduce -11.4% | 7,865 | $358K |
| Wealth Quarterback LLC | 0.11% | Add +7.0% | 7,841 | $357K |
| Kera Capital Partners, Inc. | 0.03% | New | 7,566 | $344K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,559 | $344K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 7,428 | $338K |
| Diversified Trust Co. | 0.01% | No change | 7,288 | $332K |
| Novem Group | 0.03% | Reduce -5.3% | 7,244 | $330K |
| Arrowroot Family Office, LLC | 0.09% | Reduce -19.2% | 7,242 | $329K |
| Cibc World Market Inc. | 0.00% | Reduce -11.4% | 7,203 | $328K |
| Pitcairn Wealth Advisors LLC | 0.04% | Add +1.9% | 7,092 | $323K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.1% | 7,074 | $322K |
| Reicon Wealth Advisors, LLC | 0.20% | New | 7,027 | $320K |
| James J. Burns & Company, LLC | 0.03% | Add +1.1% | 6,948 | $316K |
| DAVENPORT & Co LLC | 0.00% | New | 6,925 | $315K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -14.9% | 6,903 | $314K |
| Urban Wealth Management, LLC | 0.27% | Reduce -18.8% | 6,871 | $313K |
| Nikulski Financial, Inc. | 0.07% | No change | 6,752 | $307K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +1.1% | 6,748 | $307K |
| Capasso Planning Partners LLC | 0.15% | New | 6,694 | $305K |
| Fisher Asset Management | 0.00% | Reduce -39.1% | 6,650 | $303K |
| Integrity Alliance, Llc. | 0.01% | Add +19.1% | 6,584 | $300K |
| Invested Advisors | 0.26% | Reduce -1.9% | 6,526 | $297K |
| Synergy Investment Management, LLC | 0.07% | No change | 6,500 | $296K |
| Liberty Wealth Management LLC | 0.04% | No change | 6,463 | $295K |
| Advisory Solutions Group, LLC | 0.10% | — | 6,481 | $295K |
| Kingsman Wealth Management, Inc. | 0.14% | Add +1.1% | 6,340 | $288K |
| Sensenig Capital Advisors, Inc | 0.26% | Add +7.3% | 6,266 | $285K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 6,195 | $282K |
| Commerce Bank | 0.00% | New | 6,141 | $279K |
| Saxon Interests, Inc. | 0.08% | Add +10.0% | 6,087 | $277K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -98.4% | 5,985 | $272K |
| Florida Financial Advisors, LLC | 0.05% | New | 5,977 | $272K |
| TCFG Investment Advisors, LLC | 0.09% | Reduce -3.0% | 5,911 | $269K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 5,900 | $268K |
| Canal Capital Management, LLC | 0.03% | New | 5,899 | $268K |
| Snider Financial Group | 0.07% | Add +4.8% | 5,885 | $268K |
| TD Private Client Wealth LLC | 0.00% | No change | 5,845 | $266K |
| Investment Research Partners LLC | 0.09% | Add +3.8% | 5,803 | $264K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.5% | 5,620 | $256K |
| Stevens Capital Partners | 0.05% | New | 5,592 | $254K |
| May Hill Capital, LLC | 0.05% | New | 5,518 | $251K |
| Simon Quick Advisors, LLC | 0.01% | New | 5,500 | $250K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | No change | 5,454 | $248K |
| Ledyard National Bank | 0.02% | New | 5,450 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.2% | 5,438 | $247K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -46.7% | 5,388 | $245K |
| Beacon Capital Management, LLC | 0.04% | Reduce -17.6% | 5,382 | $245K |
| Keyvantage Wealth, LLC | 0.09% | Reduce -80.4% | 5,254 | $239K |
| Wedbush Securities Inc. | 0.01% | Reduce -51.1% | 5,253 | $239K |
| Mann Financial Group, Inc. | 0.20% | New | 5,148 | $234K |
| Rose Capital Advisors LLC | 0.12% | — | 5,115 | $233K |
| Verdence Capital Advisors LLC | 0.01% | New | 5,097 | $232K |
| Foguth Wealth Management, LLC. | 0.03% | New | 5,056 | $228K |
| Strategic Financial Concepts, LLC | 0.07% | Add +4.7% | 4,987 | $227K |
| DHJJ Financial Advisors, Ltd. | 0.07% | New | 4,957 | $225K |
| Talon Private Wealth, LLC | 0.03% | Add +10.6% | 4,937 | $225K |
| ADG Wealth Management Group, LLC | 0.14% | Reduce -25.8% | 4,911 | $223K |
| Moneco Advisors, LLC | 0.01% | New | 4,881 | $222K |
| Capital CS Group, LLC | 0.32% | Reduce -26.1% | 4,866 | $221K |
| International Private Wealth Advisors LLC | 0.11% | Reduce -0.3% | 4,846 | $220K |
| Arwa LLC | 0.09% | New | 4,853 | $220K |
| Moors & Cabot, Inc. | 0.01% | Reduce -16.1% | 4,820 | $219K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 4,797 | $218K |
| Optima Capital LLC | 0.09% | New | 4,756 | $217K |
| Invst, LLC | 0.02% | Reduce -3.7% | 4,651 | $212K |
| Cadent Capital Advisors, LLC | 0.04% | Reduce -63.2% | 4,649 | $211K |
| First Command Advisory Services, Inc. | 0.00% | New | 4,589 | $210K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $207K |
| Midwest Trust Co | 0.00% | Add +0.7% | 4,525 | $206K |
| Bridgelight Financial Advisors, Inc. | 0.14% | New | 4,482 | $204K |
| ShoreHaven Wealth Partners, LLC | 0.06% | New | 4,438 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Add +99.2% | 4,420 | $201K |
| Roxbury Financial LLC | 0.16% | Add +0.8% | 4,417 | $201K |
| Lakeridge Wealth Management LLC | 0.07% | New | 4,413 | $201K |
| Fermata Advisors, LLC | 0.04% | Reduce -7.3% | 4,403 | $200K |
| Clearstead Advisors, LLC | 0.00% | Add +477.7% | 4,402 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | New | 4,389 | $200K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +15.8% | 4,342 | $198K |
| Private Trust Co. NA | 0.01% | Reduce -14.9% | 3,516 | $160K |
| Signature Equity Partners, LLC | 0.07% | Reduce -27.4% | 3,439 | $156K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +0.0% | 3,217 | $146K |
| Archer Investment Corp | 0.03% | Add +42.7% | 3,163 | $144K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 2,963 | $135K |
| Trust Co. of Vermont | 0.00% | — | 2,655 | $121K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 2,650 | $120K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.5% | 2,619 | $119K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,433 | $111K |
| Oakmont Advisory Group, LLC | 0.09% | New | 2,412 | $110K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $106K |
| Rothschild Investment LLC | 0.00% | No change | 2,326 | $106K |
| Wellington-Altus USA Inc. | 0.07% | Reduce -10.2% | 2,300 | $105K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Reduce -22.9% | 2,112 | $96K |
| Financial Perspectives, Inc | 0.02% | Add +29.8% | 2,042 | $93K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 1,950 | $89K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,870 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,820 | $83K |
| Quent Capital, LLC | 0.00% | New | 1,678 | $76K |
| Blueline Advisors LLC | 0.05% | New | 1,659 | $75K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,610 | $73K |
| Dunhill Financial, LLC | 0.01% | New | 1,343 | $61K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -3.8% | 1,258 | $57K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,241 | $56K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,158 | $53K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.2% | 1,124 | $51K |
| Cornerstone Planning Group LLC | 0.01% | No change | 1,086 | $49K |
| Chung Wu Investment Group, LLC | 0.03% | No change | 1,000 | $45K |
| Blue Trust, Inc. | 0.00% | New | 930 | $42K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +0.1% | 834 | $38K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 834 | $38K |
| Maryland Capital Advisors Inc. | 0.01% | — | 823 | $37K |
| Ameriflex Group, Inc. | 0.01% | Add +214.4% | 808 | $37K |
| Caldwell Trust Co | 0.00% | No change | 746 | $34K |
| Community Financial Services Group, LLC | 0.00% | New | 709 | $32K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +122.7% | 686 | $31K |
| IAG Wealth Partners, LLC | 0.00% | No change | 641 | $29K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 580 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Add +2103.8% | 573 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.1% | 552 | $25K |
| GeoWealth Management, LLC | 0.00% | New | 548 | $25K |
| Compass Financial Management LLC | 0.00% | — | 524 | $24K |
| Southern Michigan Bank & Trust | 0.01% | No change | 500 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 486 | $22K |
| MidFirst Bank | 0.00% | No change | 447 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 412 | $19K |
| Investors Research Corp | 0.00% | No change | 395 | $18K |
| Miller Capital Partners, Inc. | 0.01% | No change | 305 | $14K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 295 | $13K |
| Parkside Financial Bank & Trust | 0.00% | New | 272 | $12K |
| Avion Wealth | 0.00% | New | 256 | $11K |
| General Partner, Inc. | 0.01% | New | 230 | $10K |
| Crews Bank & Trust | 0.00% | Reduce -58.3% | 225 | $10K |
| Bayban | 0.01% | No change | 217 | $10K |
| Montag A & Associates Inc. | 0.00% | New | 204 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 176 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 143 | $7K |
| Trust Co | 0.00% | New | 136 | $6K |
| Abound Wealth Management | 0.00% | Reduce -9.6% | 113 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 83 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 81 | $4K |
| Colonial Trust Advisors | 0.00% | Add +17.6% | 80 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | New | 80 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 73 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 69 | $3K |
| TFC Financial Management, Inc. | 0.00% | Reduce -38.1% | 65 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -32.6% | 62 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $3K |
| NorthAvenue LLC | 0.00% | New | 54 | $2K |
| McDonald Partners LLC | 0.00% | New | 50 | $2K |
| Downshift Financial, LLC | 0.00% | New | 45 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 37 | $2K |
| NFSG Corp | 0.00% | New | 37 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 31 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -96.5% | 20 | $980 |
| Signaturefd, LLC | 0.00% | New | 18 | $819 |
| First Community Trust NA | 0.00% | No change | 14 | $637 |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $609 |
| Kingdom Financial Group LLC. | 0.00% | New | 9 | $409 |
| Citigroup Inc. | 0.00% | Reduce -87.5% | 5 | $227 |
| 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.