Vanguard S/T Corp. Bond ETFVCSHETF
13F holders, Q1 2025 (March 31)1,329holders +1
81new positions
67sold out
6famous investors
$78.84avg. 13F price*
At the end of Q1 2025, 1,329 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 1 from Q4 2024. 81 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($5.0B), Prudential PLC ($1.6B) and Morgan Stanley ($1.5B). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- Vanguard S/T Corp. Bond ETF
- CUSIP
- 92206C409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $334.3M |
| Exits | 67 | $523.4M |
All 13F filers, Q4 2024 → Q1 2025: 26,231,832 shares bought and 21,697,265 shares sold, net +4,534,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,329 holders
| Bank of America Corp. | 0.45% | Add +4.7% | 63,901,578 | $5.0B |
| Prudential PLC | 8.32% | Add +9.7% | 20,869,611 | $1.6B |
| Morgan Stanley | 0.11% | Add +22.2% | 19,323,107 | $1.5B |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.4% | 7,869,332 | $621.2M |
| Wells Fargo & Company | 0.11% | Reduce -1.6% | 5,913,182 | $466.8M |
| Royal Bank of Canada | 0.10% | Add +0.2% | 5,577,890 | $440.3M |
| UBS Group AG | 0.09% | Add +1.4% | 5,404,341 | $426.6M |
| Barings LLC | 10.26% | Reduce -0.8% | 5,108,527 | $403.3M |
| Nepc LLC | 10.63% | Add +15.7% | 4,864,970 | $384.0M |
| Japan Science & Technology Agency | 5.89% | Reduce -40.9% | 4,848,000 | $382.7M |
| Raymond James Financial Inc. | 0.10% | Reduce -1.1% | 3,265,239 | $257.8M |
| LPL Financial LLC | 0.10% | Add +6.1% | 3,237,616 | $255.6M |
| Goldman Sachs Group Inc. | 0.05% | Add +4.4% | 3,224,830 | $254.6M |
| Sequoia Financial Advisors, LLC | 1.94% | Add +1404.8% | 3,176,770 | $250.8M |
| Financial Engines Advisors L.L.C. | 0.51% | Reduce -3.5% | 3,000,826 | $236.9M |
| Manufacturers Life Insurance Company, The | 0.21% | Add +8.8% | 2,722,148 | $214.9M |
| Trans-Canada Capital Inc. | 16.03% | New | 2,537,000 | $200.3M |
| Bank of New York Mellon Corp | 0.04% | Add +38.4% | 2,521,548 | $199.1M |
| Mather Group, Llc. | 2.08% | Add +9.6% | 2,277,094 | $179.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.42% | Add +0.6% | 2,170,568 | $171.3M |
| Ameriprise Financial Inc. | 0.05% | Add +16.0% | 2,165,757 | $171.0M |
| D. E. Shaw & Co. | 0.22% | Reduce -50.4% | 2,146,600 | $169.5M |
| Corient Private Wealth LP | 0.27% | Reduce -8.3% | 2,126,745 | $167.9M |
| Janney Montgomery Scott LLC | 0.45% | Reduce -4.5% | 2,008,957 | $158.6M |
| Truist Financial Corp. | 0.20% | Reduce -0.1% | 1,582,558 | $124.9M |
| iA Global Asset Management Inc. | 1.99% | Add +5.4% | 1,464,352 | $115.6M |
| Mercer Global Advisors Inc. | 0.26% | Reduce -11.4% | 1,421,420 | $112.2M |
| Cerity Partners LLC | 0.23% | Add +1.8% | 1,405,293 | $110.9M |
| WestEnd Advisors, LLC | 2.85% | Reduce -2.3% | 1,359,059 | $107.3M |
| Renaissance Technologies | 0.15% | Add +42.2% | 1,286,000 | $101.5M |
| Bank of Montreal | 0.05% | Reduce -11.1% | 1,243,712 | $98.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.98% | Add +4.4% | 1,227,460 | $97.2M |
| JPMorgan Chase & Co. | 0.01% | Add +44.4% | 1,206,399 | $95.2M |
| Steele Capital Management, Inc. | 4.68% | Add +5.4% | 1,138,031 | $89.8M |
| Keybank National Association | 0.35% | Reduce -2.3% | 1,093,343 | $86.3M |
| RW Investment Management LLC | 10.56% | Add +1.0% | 1,088,057 | $85.9M |
| Strategic Financial Services, Inc. | 4.76% | Add +3.2% | 1,029,788 | $81.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.3% | 1,018,211 | $80.4M |
| First Financial Bankshares Inc | 1.72% | Add +2.8% | 1,007,704 | $79.5M |
| Modera Wealth Management, LLC | 1.04% | Reduce -1.0% | 972,472 | $76.8M |
| MAI Capital Management | 0.58% | Reduce -0.3% | 966,296 | $76.3M |
| Smithfield Trust Co | 3.78% | Add +2.0% | 956,084 | $75.5M |
| Hilton Capital Management, LLC | 6.29% | Add +0.4% | 938,050 | $74.0M |
| Stifel Financial Corp. | 0.07% | Add +2.0% | 894,069 | $70.6M |
| Rappaport Reiches Capital Management, LLC | 17.58% | Add +5.1% | 891,338 | $70.4M |
| Valeo Financial Advisors, LLC | 1.96% | Reduce -1.1% | 1,233,524 | $70.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.9% | 873,229 | $68.9M |
| RiverFront Investment Group, LLC | 1.51% | Add +3.5% | 858,352 | $67.8M |
| Creative Planning | 0.06% | Add +17.8% | 854,953 | $67.5M |
| American Family Investments, Inc. | 4.63% | Reduce -83.2% | 845,187 | $66.7M |
| Cetera Investment Advisers | 0.12% | Add +7.5% | 812,929 | $64.2M |
| Busey Bank | 2.10% | Add +11.5% | 787,808 | $62.2M |
| Stonebridge Capital Advisors LLC | 5.06% | Add +11.3% | 787,401 | $62.2M |
| Focus Partners Wealth | 0.16% | Add +6.5% | 783,168 | $61.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -4.1% | 774,591 | $61.1M |
| Kohmann Bosshard Financial Services, LLC | 7.06% | Add +5.5% | 758,179 | $59.9M |
| DAVENPORT & Co LLC | 0.35% | Add +4.3% | 756,615 | $59.7M |
| Point72 Asset Management | 0.17% | No change | 750,000 | $59.2M |
| Quantum Financial Planning Services, Inc. | 32.22% | Add +2.8% | 746,084 | $58.9M |
| Rockbridge Investment Management, LCC | 6.84% | Add +3.5% | 732,351 | $57.8M |
| Wealthspire Advisors, LLC | 0.35% | Add +77.3% | 731,747 | $57.8M |
| BlueSky Wealth Advisors, LLC | 8.91% | Add +0.6% | 728,627 | $57.5M |
| Oakworth Capital, Inc. | 4.00% | Reduce -0.1% | 727,571 | $57.4M |
| Retirement Systems of Alabama | 0.22% | No change | 726,015 | $57.3M |
| Beacon Investment Advisory Services, Inc. | 2.64% | Add +1.3% | 715,585 | $56.5M |
| Bartlett & Co. Wealth Management LLC | 0.81% | Reduce -1.1% | 697,107 | $55.0M |
| Mariner, LLC | 0.09% | Add +3.3% | 693,390 | $54.7M |
| Lutz Financial Services LLC | 4.40% | Add +1.1% | 681,120 | $53.8M |
| AAFMAA Wealth Management & Trust LLC | 22.88% | Add +42.1% | 638,470 | $50.4M |
| Total Wealth Planning, LLC | 7.57% | Add +1.0% | 626,767 | $49.5M |
| Victory Capital Management Inc. | 0.05% | Reduce -22.2% | 625,128 | $49.3M |
| Baird Financial Group, Inc. | 0.09% | Add +4.0% | 624,191 | $49.3M |
| First National Bank & Trust Co. of Newtown | 10.33% | Reduce -0.4% | 622,442 | $49.1M |
| Stephens Inc. | 0.72% | Reduce -5.4% | 621,708 | $49.1M |
| BNP Paribas Financial Markets | 0.04% | Add +645595.8% | 619,868 | $48.9M |
| Liquid Strategies, LLC | 9.05% | Reduce -25.1% | 608,442 | $48.0M |
| Resonant Capital Advisors, LLC | 3.27% | Add +4.9% | 593,729 | $46.9M |
| TD Private Client Wealth LLC | 1.27% | Reduce -4.4% | 586,168 | $46.3M |
| Osaic Holdings, Inc. | 0.10% | Add +34.8% | 578,712 | $45.7M |
| Benjamin Edwards Inc. | 0.64% | Reduce -1.6% | 578,627 | $45.7M |
| Capital Investment Services of America, Inc. | 4.55% | Add +2.0% | 568,528 | $44.9M |
| Cwm, LLC | 0.18% | Add +74.1% | 568,485 | $44.9M |
| North Star Investment Management Corp. | 3.16% | Add +2.5% | 549,858 | $43.4M |
| MML Investors Services, LLC | 0.14% | Add +8.0% | 531,992 | $42.0M |
| Proffitt & Goodson Inc. | 6.83% | Add +6.6% | 525,390 | $41.5M |
| Eaton-Cambridge Inc. | 17.77% | Reduce -0.3% | 523,973 | $41.4M |
| Zurich Insurance Group Ltd | 0.33% | No change | 512,721 | $40.5M |
| BCK Partners, Inc. | 25.11% | Add +1.1% | 509,811 | $40.2M |
| HighTower Advisors, LLC | 0.05% | Add +9.0% | 506,047 | $39.9M |
| Allen Investment Management, LLC | 0.44% | No change | 479,013 | $37.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +12.8% | 461,855 | $36.5M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 457,037 | $36.1M |
| Patriot Investment Management Group, Inc. | 2.70% | Add +2.8% | 455,197 | $35.9M |
| Essex LLC | 7.73% | Add +0.7% | 452,180 | $35.7M |
| FIDELIS iM, LLC | 16.24% | Add +80.7% | 444,296 | $35.1M |
| Brandywine Oak Private Wealth LLC | 3.39% | Reduce -0.1% | 437,311 | $34.5M |
| Adaptive Financial Consulting, LLC | 14.64% | Reduce -4.0% | 433,199 | $34.2M |
| Aptus Capital Advisors, LLC | 0.37% | Add +6.8% | 411,946 | $32.5M |
| Fisher Asset Management | 0.01% | Reduce -7.6% | 411,008 | $32.4M |
| Allworth Financial LP | 0.18% | Add +1.4% | 410,290 | $32.3M |
| Kestra Private Wealth Services, LLC | 0.54% | Reduce -0.5% | 408,664 | $32.3M |
| Efficient Advisors, LLC | 2.09% | Add +0.3% | 406,131 | $32.1M |
| Kensington Asset Management, LLC | 3.36% | New | 404,709 | $31.9M |
| 1834 Investment Advisors Co. | 4.08% | Add +4.4% | 400,115 | $31.6M |
| American Financial Advisors, LLC | 4.57% | Reduce -1.6% | 399,282 | $31.5M |
| Creative Financial Designs Inc. | 2.51% | Add +8.1% | 397,485 | $31.4M |
| Sunburst Financial Group, LLC | 7.69% | Add +6.7% | 396,907 | $31.3M |
| Exencial Wealth Advisors, LLC | 1.16% | Add +2.1% | 394,562 | $31.1M |
| American Money Management, LLC | 5.81% | Add +4.9% | 388,017 | $30.6M |
| Johnson Bixby & Associates, LLC | 4.58% | Add +44.1% | 387,956 | $30.6M |
| William Mack & Associates, Inc. | 25.96% | Add +48.0% | 384,212 | $30.3M |
| Neuberger Berman Group LLC | 0.03% | Add +1.3% | 378,201 | $29.9M |
| United Services Automobile Association | 0.90% | Add +100.0% | 371,886 | $29.4M |
| Northwest Bancshares, Inc. | 5.38% | Reduce -9.4% | 371,009 | $29.3M |
| Howard Capital Management Group, LLC | 2.27% | Add +0.5% | 369,136 | $29.1M |
| Fischer Financial Services, Inc. | 9.20% | Add +20.8% | 361,775 | $28.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.15% | Add +31.9% | 364,595 | $28.5M |
| Longview Financial Advisors LLC | 18.43% | Reduce -13.3% | 353,827 | $27.9M |
| Towneley Capital Management, Inc / DE | 6.52% | Add +3.1% | 353,133 | $27.9M |
| Waverly Advisors, LLC | 0.34% | Add +8.1% | 350,857 | $27.7M |
| Bath Savings Trust Co | 2.84% | Reduce -2.2% | 347,521 | $27.4M |
| Bank of Nova Scotia | 0.06% | Reduce -16.5% | 345,838 | $27.3M |
| Mesirow Financial Investment Management, Inc. | 0.53% | Add +1.5% | 343,690 | $27.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +26.1% | 343,003 | $27.1M |
| Albion Financial Group | 1.91% | Add +5.4% | 342,501 | $27.0M |
| Old National Bancorp | 0.71% | Add +3.8% | 341,351 | $26.9M |
| Bouchey Financial Group, Ltd. | 2.40% | Add +1.7% | 336,922 | $26.6M |
| NorthCoast Asset Management LLC | 0.13% | Add +2.6% | 334,837 | $26.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +18.4% | 334,586 | $26.4M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +0.4% | 326,880 | $25.8M |
| State of Wisconsin Investment Board | 0.07% | No change | 324,000 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.2% | 322,970 | $25.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 10.67% | Add +1.5% | 317,566 | $25.2M |
| Goodman Financial Corp | 5.43% | Reduce -3.3% | 319,159 | $25.2M |
| White Lighthouse Investment Management Inc. | 4.47% | Reduce -0.5% | 317,159 | $25.0M |
| Wescott Financial Advisory Group, LLC | 2.57% | Reduce -1.7% | 313,477 | $24.7M |
| Dynamic Advisor Solutions LLC | 0.81% | New | 312,546 | $24.7M |
| Zhang Financial LLC | 1.28% | Add +67.7% | 307,642 | $24.3M |
| Baskin Financial Services Inc. | 1.96% | Add +184.2% | 306,121 | $24.2M |
| NewEdge Wealth, LLC | 0.43% | Reduce -17.6% | 300,459 | $23.7M |
| Cypress Financial Planning LLC | 8.49% | Add +1.8% | 298,211 | $23.5M |
| CIBC Private Wealth Group LLC | 0.05% | Add +2.7% | 300,522 | $23.5M |
| Montis Financial, LLC | 6.88% | Add +14.0% | 296,400 | $23.4M |
| &partners | 0.25% | Add +4.7% | 295,036 | $23.3M |
| Maryland Capital Advisors Inc. | 10.20% | Reduce -0.3% | 292,742 | $23.1M |
| Wolff Financial Management LLC | 6.36% | Add +3.8% | 290,806 | $23.0M |
| Pinnacle Financial Partners Inc | 0.45% | Add +1.6% | 285,099 | $22.3M |
| Beacon Financial Strategies CORP | 14.90% | Add +2.9% | 279,922 | $22.1M |
| Captrust Financial Advisors | 0.06% | Add +7.1% | 278,915 | $22.0M |
| Vantagepoint Investment Advisers LLC | 2.50% | Add +137.8% | 277,700 | $21.9M |
| Graves Light Lenhart Wealth, Inc. | 2.67% | Add +1.3% | 275,082 | $21.7M |
| Market Street Wealth Management Advisors LLC | 3.58% | Add +1.6% | 266,619 | $21.0M |
| Matrix Trust Co | 3.43% | Add +1.6% | 257,403 | $20.3M |
| Comerica Bank | 0.09% | Reduce -11.3% | 257,304 | $20.3M |
| NewEdge Advisors, LLC | 0.12% | Reduce -5.0% | 257,153 | $20.3M |
| Bear Mountain Capital, Inc. | 7.84% | Add +1.5% | 256,245 | $20.3M |
| JBGlobal.com LLC | 20.74% | Add +24.9% | 252,744 | $20.0M |
| AllSquare Wealth Management LLC | 11.83% | Reduce -1.7% | 252,434 | $19.9M |
| OneAscent Financial Services LLC | 1.29% | Add +0.2% | 250,828 | $19.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -23.2% | 249,199 | $19.7M |
| Coyle Financial Counsel LLC | 5.99% | Add +13.3% | 248,553 | $19.6M |
| ShankerValleau Wealth Advisors, Inc. | 6.29% | Add +0.9% | 245,514 | $19.4M |
| EverSource Wealth Advisors, LLC | 1.04% | Reduce -4.6% | 239,138 | $18.9M |
| Unison Advisors LLC | 2.39% | Add +6.2% | 238,152 | $18.8M |
| Farmers & Merchants Investments Inc. | 0.60% | Add +0.9% | 238,138 | $18.8M |
| Kwmg, LLC | 1.91% | Reduce -0.2% | 237,177 | $18.7M |
| Pittenger & Anderson Inc. | 0.69% | Add +10.8% | 237,021 | $18.7M |
| Wealth Management Nebraska | 2.76% | Reduce -1.1% | 229,935 | $18.2M |
| First National Trust Co | 0.72% | Add +2.9% | 226,004 | $17.8M |
| Private Management Group Inc. | 0.63% | Reduce -29.3% | 225,370 | $17.8M |
| Marion Wealth Management | 4.72% | Add +2.8% | 223,945 | $17.7M |
| Ami Investment Management Inc. | 5.66% | Add +10.9% | 222,377 | $17.6M |
| Trustmark Bank Trust Department | 1.30% | Add +2.3% | 221,744 | $17.5M |
| Rodgers & Associates, LTD | 2.12% | Add +10.0% | 220,658 | $17.4M |
| RFG Advisory, LLC | 0.46% | Add +6.8% | 217,426 | $17.2M |
| Atwood & Palmer Inc. | 1.17% | Reduce -5.1% | 214,337 | $16.9M |
| MassMutual Private Wealth & Trust, FSB | 0.49% | Add +4.0% | 213,837 | $16.9M |
| VSM Wealth Advisory, LLC | 6.00% | Add +8.0% | 211,429 | $16.7M |
| Firestone Capital Management | 4.36% | Add +10.8% | 210,627 | $16.6M |
| Asset Management Group, Inc. | 3.06% | Reduce -0.5% | 209,798 | $16.6M |
| Whelan Financial | 6.38% | Reduce -0.3% | 207,690 | $16.4M |
| Curbstone Financial Management Corp | 3.45% | Add +0.3% | 207,116 | $16.3M |
| Gould Asset Management LLC | 3.37% | Add +2.9% | 206,777 | $16.3M |
| Mason & Associates Inc | 4.05% | Reduce -5.4% | 206,555 | $16.3M |
| Howe & Rusling Inc. | 1.35% | Add +5.9% | 203,337 | $16.1M |
| Employees' Retirement Fund of the City of Fort Worth | 7.86% | No change | 202,264 | $16.0M |
| Wood Tarver Financial Group, LLC | 5.16% | Add +9.1% | 200,818 | $15.9M |
| Flow Traders U.S. LLC | 0.67% | New | 199,729 | $15.8M |
| WBH Advisory Inc. | 1.45% | Add +9.8% | 197,488 | $15.6M |
| Patten & Patten Inc. | 1.03% | Add +2.1% | 195,650 | $15.4M |
| Asio Capital, LLC | 2.98% | Add +15.5% | 195,529 | $15.4M |
| Paulson Wealth Management Inc. | 4.33% | Add +2.4% | 194,793 | $15.4M |
| Hiley Hunt Wealth Management | 8.36% | Add +7.7% | 194,682 | $15.3M |
| WESCAP Management Group, Inc. | 3.72% | Add +17.6% | 193,361 | $15.3M |
| Private Advisor Group, LLC | 0.09% | Add +1.4% | 191,293 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -1.4% | 190,526 | $15.0M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -1.4% | 190,526 | $15.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.4% | 190,267 | $15.0M |
| Hassell Wealth Management, LLC | 6.35% | Add +6.7% | 190,175 | $14.9M |
| Wealthspire Retirement, LLC | 1.16% | Add +3.2% | 185,771 | $14.7M |
| Sage Financial Management Group, Inc. | 5.26% | Add +2.3% | 183,499 | $14.5M |
| International City Management Association Retirement Corp | 8.11% | Add +19.6% | 181,600 | $14.3M |
| TL Private Wealth | 7.07% | Reduce -1.5% | 182,580 | $14.3M |
| Cordant, Inc. | 7.24% | Add +0.9% | 176,095 | $13.9M |
| Van Strum & Towne Inc. | 4.65% | Reduce -0.1% | 175,244 | $13.8M |
| Grey Fox Wealth Advisors, LLC | 3.67% | Reduce -2.5% | 174,452 | $13.8M |
| Fairview Capital Investment Management, LLC | 0.73% | Add +10.1% | 173,957 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 173,152 | $13.7M |
| Tandem Wealth Advisors LLC | 7.07% | Reduce -0.3% | 171,285 | $13.5M |
| Union Bancaire Privee, UBP SA | 0.27% | Reduce -9.5% | 171,355 | $13.5M |
| Stordahl Capital Management, Inc. | 3.19% | Add +1.2% | 170,251 | $13.4M |
| OneDigital Investment Advisors LLC | 0.16% | Add +5.8% | 169,792 | $13.4M |
| Capital Group Private Client Services, Inc. | 0.13% | No change | 168,148 | $13.3M |
| Platt Investment Counsel, LLC | 13.02% | Add +1008.5% | 167,154 | $13.2M |
| Montag A & Associates Inc. | 0.66% | Reduce -25.4% | 166,937 | $13.2M |
| Twele Capital Management, Inc. | 2.75% | Add +0.2% | 164,077 | $13.0M |
| Goldstone Financial Group, LLC | 1.94% | Add +5.0% | 162,234 | $12.8M |
| Rakuten Investment Management, Inc. | 0.06% | — | 161,159 | $12.7M |
| Level Financial Advisors | 4.29% | Add +0.0% | 159,741 | $12.6M |
| Valmark Advisers, Inc. | 0.19% | Add +2.5% | 159,055 | $12.6M |
| Gradient Capital Advisors, LLC | 4.06% | Add +1.0% | 157,454 | $12.4M |
| CW Advisors, LLC | 0.15% | Add +1.6% | 157,083 | $12.4M |
| Arkos Global Advisors | 1.82% | Reduce -15.3% | 157,073 | $12.4M |
| Osborne Partners Capital Management, LLC | 0.71% | Reduce -10.0% | 156,138 | $12.3M |
| Fifth Third Securities, Inc. | 1.04% | Reduce -18.4% | 155,587 | $12.3M |
| Lowe Wealth Advisors, LLC | 5.21% | Add +1.9% | 155,215 | $12.3M |
| Parallel Advisors, LLC | 0.28% | Add +4.2% | 154,403 | $12.2M |
| Rialto Wealth Management, LLC | 3.81% | Add +6.3% | 153,762 | $12.1M |
| Urban Financial Advisory Corp | 6.70% | Reduce -0.8% | 153,655 | $12.1M |
| Staley Capital Advisers Inc. | 0.54% | Add +2.6% | 152,220 | $12.0M |
| Shufro Rose & Co. LLC | 0.95% | Add +1.4% | 150,794 | $11.9M |
| CWA Asset Management Group, LLC | 0.56% | Add +139.7% | 147,327 | $11.6M |
| Beese Fulmer Investment Management, Inc. | 1.00% | Add +9.6% | 147,306 | $11.6M |
| Grove Bank & Trust | 1.55% | Add +6.9% | 147,057 | $11.6M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -0.5% | 146,859 | $11.6M |
| UG Investment Advisers Ltd. | 3.13% | No change | 144,516 | $11.4M |
| Robinson Value Management, Ltd. | 7.01% | Reduce -46.0% | 137,614 | $10.9M |
| Sheets Smith Investment Management | 10.79% | Add +1.5% | 137,099 | $10.8M |
| Checchi Capital Advisers, LLC | 0.76% | Add +6.5% | 135,187 | $10.7M |
| Cherry Tree Wealth Management, LLC | 2.57% | Reduce -0.3% | 135,137 | $10.7M |
| US Financial Advisors, LLC | 3.12% | Add +2.8% | 133,761 | $10.6M |
| MIdWestOne Financial Group, Inc. | 1.49% | Add +0.4% | 132,700 | $10.5M |
| DecisionPoint Financial, LLC | 3.03% | Add +10.0% | 132,231 | $10.4M |
| Principal Securities, Inc. | 0.23% | Add +1.3% | 133,617 | $10.4M |
| TAGStone Capital, Inc. | 5.10% | Reduce -11.9% | 131,271 | $10.4M |
| Apella Capital, LLC | 0.36% | Reduce -3.2% | 131,783 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +930.9% | 131,078 | $10.3M |
| Horizon Investment Services, LLC | 5.03% | Add +2.6% | 131,062 | $10.3M |
| Roundview Capital LLC | 0.74% | Add +10.7% | 129,363 | $10.2M |
| Obermeyer Wealth Partners | 0.54% | Add +15.6% | 129,354 | $10.2M |
| Condor Capital Management | 0.95% | Reduce -55.9% | 129,266 | $10.2M |
| Financial & Tax Architects, LLC | 2.56% | Add +1.9% | 129,065 | $10.2M |
| Chesapeake Wealth Management | 3.61% | Add +4.7% | 128,121 | $10.1M |
| Factor Wealth Management LTD | 3.10% | Add +8.4% | 127,994 | $10.1M |
| Larson Financial Group LLC | 0.48% | Reduce -9.8% | 127,658 | $10.1M |
| Seaside Wealth Management, Inc. | 3.58% | Add +12.5% | 127,231 | $10.0M |
| Capstone Capital LLC | 7.97% | Reduce -0.3% | 125,915 | $9.9M |
| Studio Investment Management LLC | 2.03% | Reduce -4.7% | 124,100 | $9.8M |
| Parkside Advisors LLC | 2.36% | Add +0.1% | 123,983 | $9.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +6.7% | 123,325 | $9.7M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -70.8% | 123,197 | $9.7M |
| Madison Asset Management, LLC | 0.11% | Add +70.7% | 122,248 | $9.7M |
| Members Trust Co | 0.33% | Reduce -15.7% | 121,756 | $9.6M |
| Providence First Trust Co | 3.87% | Reduce -0.8% | 120,968 | $9.5M |
| WASHINGTON TRUST Co | 0.37% | Reduce -3.0% | 120,955 | $9.5M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Add +7.2% | 120,156 | $9.5M |
| Penserra Capital Management LLC | 0.17% | Add +9.5% | 119,840 | $9.5M |
| World Investment Advisors | 0.24% | Add +7.7% | 119,246 | $9.4M |
| Farther Finance Advisors, LLC | 0.24% | Add +50.9% | 119,356 | $9.4M |
| Atlantic Edge Private Wealth Management, LLC | 2.85% | Reduce -0.9% | 118,249 | $9.3M |
| Pointe Capital Management LLC | 5.45% | Add +4.1% | 117,969 | $9.3M |
| Minot DeBlois Advisors LLC | 9.27% | Add +1.4% | 117,862 | $9.3M |
| SouthState Bank Corp | 0.42% | Add +5.8% | 117,313 | $9.3M |
| Magnus Financial Group LLC | 0.90% | Add +4.3% | 116,701 | $9.2M |
| Vista Investment Management | 3.59% | Add +1.6% | 116,162 | $9.2M |
| Lighthouse Financial LLC | 7.91% | Add +38.6% | 116,042 | $9.2M |
| Disciplined Investments, LLC | 4.20% | Add +16.4% | 115,770 | $9.1M |
| Choreo, LLC | 0.14% | Reduce -28.3% | 114,923 | $9.1M |
| BCS Wealth Management | 2.30% | Reduce -4.7% | 113,123 | $8.9M |
| McMill Wealth Management | 3.22% | Reduce -9.0% | 113,108 | $8.9M |
| Foundation Wealth Management, LLC\PA | 4.25% | Add +28.6% | 113,008 | $8.9M |
| NBT Bank, N.A. | 0.64% | Reduce -4.5% | 112,280 | $8.9M |
| Keyvantage Wealth, LLC | 4.30% | New | 111,930 | $8.8M |
| Whitegate Investment Counselors, Inc. | 3.11% | Reduce -1.3% | 111,104 | $8.8M |
| Leavell Investment Management, Inc. | 0.43% | Add +6.7% | 110,912 | $8.8M |
| Whalen Wealth Management Inc. | 5.79% | New | 109,928 | $8.7M |
| SpringVest Wealth Management LLC | 7.11% | Add +5.3% | 108,624 | $8.6M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -14.0% | 108,296 | $8.5M |
| Montecito Bank & Trust | 1.49% | Reduce -6.7% | 106,440 | $8.4M |
| Quattro Financial Advisors LLC | 2.88% | Reduce -16.2% | 106,333 | $8.4M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +0.4% | 105,855 | $8.4M |
| Powers Advisory Group, LLC | 3.97% | Add +4.8% | 105,615 | $8.3M |
| Fort Vancouver Investment Management, LLC | 6.37% | Add +6.3% | 105,172 | $8.3M |
| IMZ Advisory Inc | 3.73% | Add +8.3% | 104,263 | $8.2M |
| Mustard Seed Financial, LLC | 6.61% | Add +7.9% | 104,074 | $8.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.15% | Add +15.9% | 102,367 | $8.1M |
| Florida Trust Wealth Management Co | 0.26% | Add +67.8% | 102,235 | $8.1M |
| Rossmore Private Capital | 0.99% | Reduce -0.7% | 102,170 | $8.1M |
| Prospera Financial Services Inc | 0.18% | Add +3.2% | 101,976 | $8.1M |
| Milestone Investment Advisors LLC | 2.23% | Add +3.0% | 101,604 | $8.0M |
| Telos Capital Management, Inc. | 0.87% | Add +4.8% | 101,231 | $8.0M |
| Mountain Pacific Investment Advisers LLC | 0.59% | Reduce -0.1% | 100,113 | $7.9M |
| Oakwell Private Wealth Management, LLC | 2.17% | Add +5.8% | 99,472 | $7.9M |
| Cliffwater LLC | 2.05% | Reduce -0.8% | 99,427 | $7.8M |
| Connecticut Wealth Management, LLC | 0.41% | New | 99,057 | $7.8M |
| Citigroup Inc. | 0.01% | Add +11.4% | 98,805 | $7.8M |
| First Horizon Advisors, Inc. | 0.21% | Reduce -1.7% | 96,556 | $7.6M |
| Atria Investments, Inc | 0.10% | Reduce -14.4% | 96,299 | $7.6M |
| ETF Portfolio Partners, Inc. | 2.26% | Add +1919.9% | 95,156 | $7.5M |
| Peddock Capital Advisors, LLC | 1.90% | Reduce -1.9% | 95,113 | $7.5M |
| Luminvest Wealth Management LLC | 3.08% | Add +0.9% | 94,720 | $7.5M |
| Stone Summit Wealth LLC | 2.53% | Reduce -20.8% | 94,476 | $7.5M |
| First American Trust, FSB | 0.68% | Add +17.3% | 93,580 | $7.4M |
| Hurlow Wealth Management Group, Inc. | 2.31% | Add +5.2% | 93,518 | $7.4M |
| Everett Harris & Co. | 0.09% | Add +0.7% | 92,780 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -20.6% | 92,090 | $7.3M |
| Transamerica Financial Advisors, LLC | 0.74% | Add +6.6% | 92,004 | $7.3M |
| Sigma Investment Counselors Inc. | 0.44% | Reduce -13.1% | 91,558 | $7.2M |
| Leading Edge Financial Planning LLC | 2.25% | Add +5.3% | 91,211 | $7.2M |
| Investments & Financial Planning, LLC | 4.65% | Reduce -1.8% | 90,627 | $7.2M |
| Sigma Planning Corp | 0.23% | Add +0.7% | 90,557 | $7.1M |
| Curtis Advisory Group, LLC | 2.09% | Reduce -0.6% | 90,304 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -19.6% | 90,076 | $7.1M |
| Certified Advisory Corp | 0.80% | Add +1.0% | 89,281 | $7.0M |
| Boston Family Office LLC | 0.49% | Add +1.6% | 87,998 | $6.9M |
| Harbour Trust & Investment Management Co | 0.84% | Add +0.9% | 87,683 | $6.9M |
| Forbes Financial Planning, Inc. | 5.09% | Reduce -3.0% | 87,055 | $6.9M |
| Sharper & Granite LLC | 2.79% | Add +6.3% | 85,513 | $6.8M |
| Anchor Capital Advisors LLC | 0.20% | Reduce -9.3% | 84,800 | $6.7M |
| W.H. Cornerstone Investments Inc. | 4.53% | Add +6.2% | 82,962 | $6.5M |
| Agf Management Ltd. | 0.03% | Add +17.9% | 82,655 | $6.5M |
| AA Financial Advisors, LLC | 1.58% | Add +24.9% | 82,160 | $6.5M |
| Phillips Financial Management, LLC | 0.50% | Reduce -4.9% | 82,001 | $6.5M |
| Country Club Bank | 0.44% | Reduce -6.6% | 81,894 | $6.5M |
| Catalyst Capital Advisors LLC | 0.13% | No change | 81,223 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.2% | 81,148 | $6.4M |
| Assetmark, Inc. | 0.02% | Add +1.3% | 80,642 | $6.4M |
| Perennial Advisors, LLC | 1.27% | Add +10.2% | 80,553 | $6.4M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -7.7% | 80,169 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -3.7% | 79,654 | $6.3M |
| DDD Partners, LLC | 0.76% | Add +22.1% | 79,219 | $6.3M |
| Galvin, Gaustad & Stein, LLC | 0.57% | Reduce -6.3% | 79,132 | $6.2M |
| Rezny Wealth Management, Inc. | 1.74% | Reduce -1.7% | 78,830 | $6.2M |
| Summit Financial, LLC | 0.17% | Add +1.3% | 78,687 | $6.2M |
| Glenview Trust Co | 0.12% | Add +11.6% | 78,491 | $6.2M |
| Whittier Trust Co. | 0.09% | Reduce -1.4% | 78,185 | $6.2M |
| Ameritas Investment Partners, Inc. | 0.21% | Reduce -0.9% | 77,586 | $6.1M |
| Black Diamond Financial, LLC | 0.92% | Add +0.5% | 77,573 | $6.1M |
| Bryn Mawr Trust Advisors, LLC | 0.36% | Reduce -3.6% | 77,025 | $6.1M |
| Merit Financial Group, LLC | 0.09% | Add +1446.1% | 76,905 | $6.1M |
| Integrated Advisors Network LLC | 0.31% | Add +3.1% | 76,897 | $6.1M |
| Bar Harbor Wealth Management | 0.40% | Reduce -2.8% | 76,391 | $6.0M |
| Fiducient Advisors LLC | 0.74% | Add +580.8% | 75,001 | $5.9M |
| Trellis Wealth Advisors LLC | 2.87% | Add +4.5% | 74,819 | $5.9M |
| Tide Cove Capital Partners LLC | 5.13% | Add +0.6% | 74,656 | $5.9M |
| Pure Financial Advisors, LLC | 0.12% | Add +18.6% | 74,197 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +41.2% | 74,032 | $5.8M |
| Arrow Financial Corp | 0.65% | Reduce -0.5% | 74,016 | $5.8M |
| Edmond DE Rothschild Holding S.A. | 0.10% | Add +61.7% | 73,840 | $5.8M |
| RFG - Bristol Wealth Advisors, LLC | 1.95% | Reduce -24.4% | 73,770 | $5.8M |
| Florin Court Capital LLP | 5.99% | Reduce -34.2% | 73,204 | $5.8M |
| Middleton & Co. Inc. | 0.67% | Reduce -3.6% | 73,106 | $5.8M |
| Equita Financial Network, Inc. | 1.99% | Add +3.8% | 72,169 | $5.7M |
| Forza Wealth Management, LLC | 2.55% | No change | 71,978 | $5.7M |
| Meitav Investment House Ltd. | 0.10% | Reduce -3.0% | 71,640 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +621.5% | 71,353 | $5.6M |
| Planning Directions Inc. | 2.40% | Reduce -5.1% | 71,251 | $5.6M |
| Perigon Wealth Management, LLC | 0.14% | Add +11.1% | 70,869 | $5.6M |
| Mma Asset Management LLC | 2.35% | Add +2.8% | 70,818 | $5.6M |
| Wealthspan Partners, LLC | 2.57% | Add +6.6% | 70,525 | $5.6M |
| Addison Capital Co | 2.17% | Add +2.0% | 70,243 | $5.5M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -1.0% | 70,045 | $5.5M |
| Verdence Capital Advisors LLC | 0.42% | Add +8.9% | 69,945 | $5.5M |
| Evergreen Capital Management LLC | 0.18% | Reduce -15.7% | 69,488 | $5.5M |
| Millennium Management | 0.01% | Add +6.3% | 68,589 | $5.4M |
| Phoenix Financial Ltd. | 0.08% | Add +0.2% | 68,047 | $5.4M |
| Flputnam Investment Management Co. | 0.10% | Reduce -5.1% | 67,951 | $5.4M |
| Sagace Wealth Management LLC | 4.00% | Reduce -0.9% | 67,000 | $5.3M |
| Virtue Capital Management, LLC | 0.61% | Add +0.6% | 66,103 | $5.2M |
| Horan Capital Advisors, LLC. | 1.75% | Add +213.0% | 65,573 | $5.2M |
| Old Mission Capital LLC | 0.10% | Add +698.0% | 65,476 | $5.2M |
| Mgo One Seven LLC | 0.20% | Add +8.9% | 64,783 | $5.1M |
| Grand Wealth Management, LLC | 2.80% | Add +9.2% | 64,447 | $5.1M |
| Warwick Investment Management, Inc. | 1.06% | Add +10.7% | 64,368 | $5.1M |
| Invesco Ltd. | 0.00% | Add +2.0% | 64,083 | $5.1M |
| Compass Advisory Group LLC | 1.76% | Add +371.5% | 63,931 | $5.0M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -6.3% | 63,717 | $5.0M |
| Arcataur Capital Management LLC | 1.71% | Reduce -4.6% | 63,460 | $5.0M |
| Harbour Investments, Inc. | 0.14% | Add +7.0% | 62,935 | $5.0M |
| Patten Group, Inc. | 1.13% | Add +25.9% | 62,420 | $4.9M |
| Zacks Investment Management | 0.05% | Reduce -16.3% | 62,221 | $4.9M |
| Fca Corp. | 1.56% | Add +2.0% | 61,944 | $4.9M |
| Scotia Capital Inc. | 0.03% | Add +1.3% | 61,664 | $4.9M |
| Belpointe Asset Management LLC | 0.25% | Add +625.7% | 61,322 | $4.8M |
| Clifford Swan Investment Counsel LLC | 0.18% | Reduce -6.5% | 60,714 | $4.8M |
| Massachusetts Wealth Management | 3.28% | Add +1.2% | 60,592 | $4.8M |
| Blue Trust, Inc. | 0.06% | Reduce -7.0% | 60,534 | $4.8M |
| Climber Capital SA | 3.74% | Add +9.8% | 90,715 | $4.8M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -5.3% | 60,213 | $4.8M |
| Arbor Trust Wealth Advisors, LLC | 2.22% | Add +5.2% | 59,937 | $4.7M |
| Headinvest, LLC | 0.92% | Reduce -1.9% | 59,728 | $4.7M |
| Presilium Private Wealth, LLC | 1.05% | Add +15.2% | 59,635 | $4.7M |
| Oak Harvest Investment Services | 0.65% | Add +1.4% | 59,357 | $4.7M |
| Composition Wealth, LLC | 0.09% | Reduce -2.5% | 58,458 | $4.6M |
| Kure Advisory, LLC | 3.41% | — | 57,265 | $4.5M |
| Novare Capital Management LLC | 0.39% | Reduce -1.6% | 57,121 | $4.5M |
| Anchor Investment Management, LLC | 0.42% | Reduce -4.1% | 56,992 | $4.5M |
| Silver Oak Wealth Advisors Services, LLC | 4.00% | Add +8.8% | 56,875 | $4.5M |
| CWC Advisors, LLC. | 2.53% | Add +104.4% | 56,248 | $4.4M |
| Transcend Capital Advisors, LLC | 0.32% | Add +0.4% | 55,822 | $4.4M |
| Raffa Wealth Management, LLC | 1.00% | Add +14.4% | 55,766 | $4.4M |
| Capasso Planning Partners LLC | 1.84% | Add +0.8% | 55,682 | $4.4M |
| Synovus Financial Corp. | 0.06% | Add +1.7% | 55,533 | $4.4M |
| Independence Asset Advisors, LLC | 14.07% | Reduce -48.9% | 55,168 | $4.3M |
| Bedel Financial Consulting, Inc. | 0.62% | Add +0.8% | 55,077 | $4.3M |
| Hobart Private Capital, LLC | 1.08% | Reduce -20.3% | 54,731 | $4.3M |
| JNBA Financial Advisors | 0.45% | Reduce -0.4% | 54,410 | $4.3M |
| D.B. Root & Company, LLC | 1.38% | Reduce -8.3% | 54,278 | $4.3M |
| Courier Capital LLC | 0.28% | Reduce -14.8% | 54,143 | $4.3M |
| Juncture Wealth Strategies, LLC | 1.66% | Add +0.7% | 54,096 | $4.3M |
| Thomasville National Bank | 0.31% | Reduce -3.4% | 54,093 | $4.3M |
| Sheets Smith Wealth Management | 0.53% | Reduce -6.5% | 53,852 | $4.3M |
| Bull Street Advisors, LLC | 2.03% | No change | 53,572 | $4.2M |
| Cardiff Park Advisors, LLC | 0.41% | Reduce -11.1% | 53,211 | $4.2M |
| Cascade Wealth Advisors, Inc | 2.90% | Reduce -16.1% | 53,525 | $4.2M |
| Chandler Asset Management, Inc. | 0.77% | Add +180.6% | 51,750 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +516.0% | 51,088 | $4.0M |
| IFP Advisors, Inc | 0.12% | Add +41.0% | 50,572 | $4.0M |
| Easterly Investment Partners LLC | 0.33% | No change | 50,244 | $4.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.60% | Add +7.1% | 50,240 | $4.0M |
| Morton Brown Family Wealth, LLC | 1.34% | Add +8.1% | 50,076 | $4.0M |
| Fiduciary Group, LLC | 0.39% | Reduce -1.3% | 49,872 | $3.9M |
| HM Payson & Co. | 0.07% | No change | 49,576 | $3.9M |
| LFA - Lugano Financial Advisors SA | 2.66% | Reduce -1.1% | 49,563 | $3.9M |
| Shotwell Rutter Baer Inc | 3.45% | Add +0.7% | 49,575 | $3.9M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -2.2% | 48,951 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +0.8% | 48,561 | $3.8M |
| Websterrogers Financial Advisors, LLC | 1.31% | Reduce -3.3% | 48,536 | $3.8M |
| Cedar Point Capital Partners, LLC | 2.57% | Reduce -0.1% | 48,461 | $3.8M |
| Sandy Spring Bank | 0.16% | Add +7.9% | 48,286 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Add +507.0% | 48,280 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Reduce -10.2% | 47,890 | $3.8M |
| PrairieView Partners, LLC | 0.39% | Reduce -9.8% | 47,567 | $3.8M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -1.9% | 47,430 | $3.7M |
| TriaGen Wealth Management LLC | 1.30% | Add +12.3% | 46,804 | $3.7M |
| Soltis Investment Advisors LLC | 0.33% | Reduce -2.3% | 46,707 | $3.7M |
| Betterment LLC | 0.01% | Add +2.6% | 46,662 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.94% | Add +27.7% | 46,664 | $3.7M |
| Virtus Family Office LLC | 4.70% | Add +0.4% | 46,388 | $3.7M |
| Greenline Partners, LLC | 0.53% | Add +8552.3% | 46,290 | $3.7M |
| Compass Ion Advisors, LLC | 0.42% | Add +6.0% | 45,615 | $3.6M |
| Sprott Inc. | 0.21% | Add +18.6% | 45,300 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +2.0% | 44,950 | $3.5M |
| Windward Private Wealth Management Inc. | 1.38% | Reduce -1.6% | 44,768 | $3.5M |
| Saranac Partners Ltd | 2.04% | No change | 44,760 | $3.5M |
| Redhawk Wealth Advisors, Inc. | 0.47% | Add +10.5% | 44,705 | $3.5M |
| Integrity Investment Advisors, LLC | 3.21% | — | 44,584 | $3.5M |
| Rockwood Wealth Management, LLC | 0.36% | Reduce -33.5% | 44,471 | $3.5M |
| Vicus Capital | 0.33% | Reduce -37.0% | 44,224 | $3.5M |
| PFG Investments, LLC | 0.22% | Add +13.3% | 44,174 | $3.5M |
| Parkside Financial Bank & Trust | 0.44% | Add +215.4% | 44,150 | $3.5M |
| Eukles Asset Management | 1.52% | Reduce -0.8% | 44,016 | $3.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.23% | Add +17.9% | 44,003 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Reduce -7.9% | 43,711 | $3.5M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -0.2% | 43,556 | $3.4M |
| HB Wealth Management, LLC | 0.03% | Add +1315.1% | 43,529 | $3.4M |
| Topel & Distasi Wealth Management, LLC | 1.59% | Reduce -1.1% | 43,265 | $3.4M |
| Fiduciary Advisors, Inc. | 3.37% | Add +9.4% | 43,228 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.12% | No change | 43,711 | $3.4M |
| NavPoint Financial, Inc. | 2.38% | Add +4.7% | 42,871 | $3.4M |
| Farrell Financial LLC | 2.44% | Add +2.5% | 42,535 | $3.4M |
| Fagan Associates, Inc. | 0.56% | Reduce -0.7% | 42,378 | $3.3M |
| Axos Invest Inc. | 2.58% | Reduce -6.2% | 42,196 | $3.3M |
| Marshall & Sterling Wealth Advisors Inc. | 2.26% | Reduce -10.3% | 42,083 | $3.3M |
| Diversified Portfolios, Inc. | 0.35% | Reduce -3.2% | 41,812 | $3.3M |
| Ssa Swiss Advisors AG | 1.69% | — | 41,794 | $3.3M |
| Marietta Wealth Management, LLC | 0.48% | Add +8.4% | 41,675 | $3.3M |
| Culbertson A N & Co. Inc. | 0.52% | Add +9.2% | 41,617 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Reduce -5.4% | 41,569 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +1.1% | 41,684 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +10.9% | 40,921 | $3.2M |
| Guardian Asset Advisors, LLC | 2.10% | Add +0.1% | 40,760 | $3.2M |
| Fortress Financial Solutions, LLC | 4.64% | Add +39.9% | 40,640 | $3.2M |
| Parsons Capital Management Inc. | 0.17% | Add +0.1% | 40,445 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -17.5% | 39,627 | $3.1M |
| Forum Private Client Group LLC | 1.35% | Add +5.2% | 39,298 | $3.1M |
| Equity Investment Corp. | 0.07% | Reduce -0.3% | 39,052 | $3.1M |
| MidAtlantic Capital Management, Inc. | 2.42% | Reduce -2.2% | 39,017 | $3.1M |
| Valley Financial Group, Inc. | 2.03% | Reduce -0.8% | 38,835 | $3.1M |
| Clearwater Capital Advisors, LLC | 0.29% | Reduce -1.7% | 38,506 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +5.1% | 38,492 | $3.0M |
| Edgestream Partners, L.P. | 0.10% | Add +93.5% | 38,324 | $3.0M |
| Redmont Wealth Advisors LLC | 5.87% | No change | 38,183 | $3.0M |
| Stephen J. Garry & Associates, LLC | 2.81% | Reduce -13.8% | 38,006 | $3.0M |
| Good Steward Wealth Advisors,LLC | 2.72% | — | 37,920 | $3.0M |
| Cary Street Partners Financial LLC | 0.09% | Add +260.0% | 37,765 | $3.0M |
| McDonough Capital Management, Inc | 1.94% | Reduce -4.5% | 37,584 | $3.0M |
| Freedom Investment Management, Inc. | 0.25% | Reduce -49.5% | 37,530 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +45.4% | 37,485 | $3.0M |
| James Investment Research, Inc. | 0.37% | Add +4.7% | 37,262 | $2.9M |
| Asset Allocation & Management Company, LLC | 1.47% | Reduce -16.1% | 36,680 | $2.9M |
| BIP Wealth, LLC | 0.19% | Add +47.5% | 36,682 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.7% | 36,632 | $2.9M |
| Central Pacific Bank - Trust Division | 0.41% | Add +1.3% | 35,996 | $2.8M |
| Rosenberg Matthew Hamilton | 0.71% | Reduce -1.3% | 35,994 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -12.1% | 35,889 | $2.8M |
| Ancora Advisors LLC | 0.06% | Reduce -5.5% | 35,792 | $2.8M |
| Weik Capital Management | 1.14% | Add +8.5% | 35,414 | $2.8M |
| Consilio Wealth Advisors, LLC | 1.17% | Reduce -18.1% | 35,384 | $2.8M |
| Avant Financial Advisors LLC | 2.52% | Add +6.0% | 35,162 | $2.8M |
| Chicago Partners Investment Group LLC | 0.09% | Add +55.6% | 35,151 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +85.1% | 34,513 | $2.7M |
| Sterling Financial Planning, Inc. | 0.98% | Add +25.0% | 34,376 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.12% | Add +1.3% | 34,309 | $2.7M |
| Compass Financial Group, Inc. | 1.39% | Reduce -3.5% | 34,299 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +94.3% | 34,292 | $2.7M |
| Novak & Powell Financial Services, Inc. | 1.67% | Reduce -12.4% | 34,013 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -6.4% | 34,001 | $2.7M |
| M&T Bank Corp | 0.01% | Add +11.0% | 33,988 | $2.7M |
| Ibex Wealth Advisors | 0.35% | Add +0.8% | 33,910 | $2.7M |
| Rathbones Group PLC | 0.01% | Add +0.9% | 33,126 | $2.6M |
| Avior Wealth Management, LLC | 0.10% | Add +0.2% | 32,937 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +3.3% | 32,541 | $2.6M |
| Modus Advisors, LLC | 0.83% | Add +0.2% | 32,303 | $2.5M |
| Cumberland Partners Ltd | 0.20% | Add +2.7% | 32,300 | $2.5M |
| Cloud Capital Management, LLC | 1.81% | — | 32,296 | $2.5M |
| J. W. Coons Advisors, LLC | 0.67% | Add +3.5% | 32,284 | $2.5M |
| Continuum Advisory, LLC | 0.33% | Add +3.1% | 32,102 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.51% | Reduce -10.5% | 32,053 | $2.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.48% | Reduce -3.6% | 32,024 | $2.5M |
| PKS Advisory Services, LLC | 0.69% | Add +165.2% | 28,222 | $2.5M |
| Insight Inv LLC | 1.73% | Add +5.4% | 31,943 | $2.5M |
| Agate Pass Investment Management, LLC | 1.08% | Reduce -0.1% | 31,934 | $2.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -4.6% | 31,848 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -22.7% | 31,768 | $2.5M |
| Brucke Financial, Inc. | 2.17% | Add +3.9% | 31,569 | $2.5M |
| Madden Advisory Services, Inc. | 1.15% | Add +4.9% | 31,328 | $2.5M |
| Eagle Global Advisors LLC | 0.10% | Reduce -10.8% | 31,313 | $2.5M |
| J.Safra Asset Management Corp | 0.20% | New | 31,178 | $2.5M |
| Capital Advisory Group Advisory Services, LLC | 0.93% | Add +0.6% | 30,901 | $2.4M |
| Five Pine Wealth Management | 1.98% | Add +12.1% | 30,757 | $2.4M |
| Guardian Wealth Management, Inc. | 1.61% | Add +43.4% | 30,588 | $2.4M |
| Benchmark Wealth Management, LLC | 1.17% | Reduce -0.7% | 30,544 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Reduce -1.5% | 30,521 | $2.4M |
| Narus Financial Partners, LLC | 0.81% | Reduce -24.1% | 30,218 | $2.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -57.5% | 30,203 | $2.4M |
| National Bank of Canada | 0.00% | Add +36.7% | 30,224 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +4.0% | 30,185 | $2.4M |
| Northeast Financial Group, Inc. | 0.88% | Reduce -0.4% | 30,002 | $2.4M |
| Essex Financial Services, Inc. | 0.17% | Add +9.9% | 29,997 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +1.5% | 29,777 | $2.4M |
| EFG Asset Management (Americas) Corp. | 0.47% | Add +3.3% | 29,648 | $2.3M |
| Verus Wealth Management, LLC | 2.55% | Add +60.7% | 29,434 | $2.3M |
| Roberts Glore & Co. Inc. | 0.71% | Reduce -0.4% | 29,405 | $2.3M |
| Greenberg Financial Group | 0.95% | — | 28,881 | $2.3M |
| Coston, McIsaac & Partners | 0.66% | Add +24.1% | 28,821 | $2.3M |
| Chemistry Wealth Management LLC | 0.53% | Add +0.0% | 28,642 | $2.3M |
| Tidal Investments LLC | 0.02% | Reduce -9.4% | 28,730 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Add +25.1% | 28,598 | $2.3M |
| Trinity Financial Advisors LLC | 0.81% | New | 28,462 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +0.9% | 28,423 | $2.2M |
| Martin Capital Advisors, LLP | 1.60% | No change | 28,370 | $2.2M |
| Aua Capital Management, LLC | 1.46% | Reduce -0.3% | 28,369 | $2.2M |
| TruWealth Advisors, LLC | 0.13% | Add +8.9% | 28,294 | $2.2M |
| Factorial Partners, LLC | 1.37% | Reduce -6.0% | 28,200 | $2.2M |
| Capital Investment Advisors, LLC | 0.04% | Add +12.5% | 28,024 | $2.2M |
| Braun-Bostich & Associates Inc. | 1.64% | Reduce -1.4% | 28,006 | $2.2M |
| Sims Investment Management, LLC | 0.99% | Add +57.7% | 27,982 | $2.2M |
| North Forty Two & Co. | 2.44% | Add +0.9% | 27,856 | $2.2M |
| 4WEALTH Advisors, Inc. | 2.42% | Add +5.3% | 27,697 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -23.0% | 27,148 | $2.1M |
| Insigneo Advisory Services, LLC | 0.22% | Add +23.3% | 27,135 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -0.3% | 26,920 | $2.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.54% | Add +406.9% | 26,695 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -41.8% | 26,422 | $2.1M |
| Independent Advisor Alliance | 0.07% | Reduce -58.3% | 26,175 | $2.1M |
| Visionary Wealth Advisors | 0.12% | Add +33.7% | 25,818 | $2.0M |
| Topsail Wealth Management, LLC | 0.41% | Add +23.6% | 25,792 | $2.0M |
| Insight Wealth Partners, LLC | 1.21% | Add +59.0% | 25,560 | $2.0M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -8.2% | 25,551 | $2.0M |
| Brass Tax Wealth Management, Inc. | 0.42% | Add +2.2% | 25,463 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -3.6% | 25,371 | $2.0M |
| Advisory Research Inc. | 0.35% | Add +4.8% | 25,342 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 25,313 | $2.0M |
| ETF Store, Inc. | 2.44% | Reduce -1.6% | 25,205 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.58% | Reduce -63.6% | 25,216 | $2.0M |
| Greenspring Advisors, LLC | 0.47% | Add +0.7% | 25,111 | $2.0M |
| Titleist Asset Management, LLC | 0.23% | Add +6.1% | 24,713 | $2.0M |
| Stonekeep Investments, LLC | 1.42% | Reduce -20.8% | 24,405 | $1.9M |
| Chatham Capital Group, Inc. | 0.32% | Add +0.7% | 24,277 | $1.9M |
| Berkshire Asset Management LLC | 0.09% | Reduce -11.9% | 24,358 | $1.9M |
| GM Advisory Group, LLC | 0.10% | Add +87.4% | 24,037 | $1.9M |
| Garde Capital, Inc. | 0.11% | New | 24,009 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +14.4% | 23,904 | $1.9M |
| MBE Wealth Management, LLC | 0.90% | Add +0.0% | 23,821 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +134.9% | 23,863 | $1.9M |
| Aries Wealth Management | 0.51% | Add +0.1% | 23,582 | $1.9M |
| YHB Investment Advisors, Inc. | 0.15% | Reduce -4.8% | 23,467 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Add +3.7% | 23,455 | $1.8M |
| CGN Advisors LLC | 0.18% | Add +14.7% | 23,384 | $1.8M |
| Kovack Advisors, Inc. | 0.20% | Add +4.0% | 23,374 | $1.8M |
| Carr Financial Group Corp | 0.60% | Add +21.7% | 23,233 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.28% | Reduce -0.4% | 23,135 | $1.8M |
| Transcendent Capital Group LLC | 1.02% | Reduce -1.9% | 23,049 | $1.8M |
| Stockman Wealth Management, Inc. | 0.27% | Reduce -0.1% | 22,940 | $1.8M |
| Cutler Investment Counsel LLC | 0.22% | Add +1.8% | 22,866 | $1.8M |
| Alta Wealth Advisors LLC | 0.83% | Add +1.3% | 22,851 | $1.8M |
| Gordian Advisors LLC | 1.43% | Reduce -0.0% | 22,738 | $1.8M |
| Wedmont Private Capital | 0.09% | Reduce -0.3% | 22,928 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.84% | New | 22,590 | $1.8M |
| SCS Capital Management LLC | 0.02% | New | 22,450 | $1.8M |
| Level Wealth Management LLC | 1.16% | Reduce -1.1% | 22,449 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +0.8% | 22,143 | $1.7M |
| Dunhill Financial, LLC | 0.79% | Add +766.6% | 22,099 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +11.8% | 21,866 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +37.5% | 21,814 | $1.7M |
| Summit Wealth Partners, LLC | 0.35% | Reduce -0.5% | 21,668 | $1.7M |
| CVA Family Office, LLC | 0.26% | Add +8.8% | 21,661 | $1.7M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.1% | 21,652 | $1.7M |
| Two Sigma Securities, LLC | 0.26% | New | 21,651 | $1.7M |
| A. D. Beadell Investment Counsel, Inc. | 1.42% | Reduce -7.5% | 21,614 | $1.7M |
| Meridian Financial Advisors, LLC | 1.19% | Add +5.9% | 21,512 | $1.7M |
| Eagle Bay Advisors LLC | 1.44% | Reduce -19.5% | 21,510 | $1.7M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -16.8% | 21,388 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -12.7% | 21,101 | $1.7M |
| Washington Trust Advisors, Inc. | 0.15% | Reduce -1.3% | 21,087 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +17.6% | 21,012 | $1.7M |
| Bowie Capital Management, LLC | 0.08% | No change | 21,000 | $1.7M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -9.3% | 20,966 | $1.7M |
| Cadence Bank | 0.12% | Reduce -0.2% | 20,850 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.28% | Add +1.4% | 20,667 | $1.6M |
| Bakala Capital LLC | 9.29% | Add +20.6% | 20,529 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Add +31.8% | 20,525 | $1.6M |
| Fortis Capital Management LLC | 0.31% | Reduce -2.8% | 20,231 | $1.6M |
| Ellis Investment Partners, LLC | 0.33% | Reduce -3.9% | 20,113 | $1.6M |
| Powell Investment Advisors, LLC | 0.77% | Reduce -2.1% | 19,946 | $1.6M |
| Plum Street Advisors, LLC | 0.76% | Add +0.5% | 19,911 | $1.6M |
| Round Rock Advisors LLC | 0.29% | Reduce -13.3% | 19,843 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +40745.8% | 19,606 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.5% | 19,538 | $1.5M |
| Naples Global Advisors, LLC | 0.15% | Reduce -0.4% | 19,465 | $1.5M |
| TT Capital Management LLC | 1.29% | Reduce -2.9% | 19,351 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -0.0% | 19,336 | $1.5M |
| Wells Trecaso Financial Group, LLC | 0.51% | Add +1.2% | 19,289 | $1.5M |
| Investment Advisory Group, LLC | 0.51% | Add +12.3% | 19,218 | $1.5M |
| Sonata Capital Group Inc. | 0.66% | Add +5.1% | 19,110 | $1.5M |
| MMBG Investment Advisors Co. | 0.17% | No change | 19,108 | $1.5M |
| Aspen Wealth Management LLC | 0.43% | Reduce -25.8% | 19,087 | $1.5M |
| Berkeley Capital Partners, LLC | 0.41% | Reduce -16.8% | 19,065 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.25% | No change | 18,961 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Reduce -6.3% | 18,948 | $1.5M |
| Valley Wealth Managers, Inc. | 0.11% | Add +0.1% | 18,937 | $1.5M |
| BHK Investment Advisors, LLC | 0.63% | Reduce -3.6% | 18,894 | $1.5M |
| Houlihan Financial Resource Group, Ltd. | 0.67% | Reduce -2.6% | 18,865 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.43% | Reduce -3.6% | 18,787 | $1.5M |
| Barclays PLC | 0.00% | No change | 18,761 | $1.5M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.6% | 18,717 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +9.4% | 18,675 | $1.5M |
| First County Bank | 0.81% | Add +28.8% | 18,635 | $1.5M |
| Pitcairn Co. | 0.09% | New | 18,536 | $1.5M |
| GDS Wealth Management | 0.12% | Reduce -37.9% | 18,535 | $1.5M |
| Elite Financial, Inc. | 0.77% | Reduce -3.6% | 18,490 | $1.5M |
| Manning & Napier Advisors LLC | 0.02% | Add +0.3% | 18,318 | $1.4M |
| Washington Capital Management, Inc. | 1.16% | No change | 18,130 | $1.4M |
| Hexagon Capital Partners LLC | 0.27% | Add +20.3% | 18,099 | $1.4M |
| XY Planning Network, Inc. | 0.95% | Reduce -1.1% | 18,086 | $1.4M |
| PDS Planning, Inc | 0.12% | Add +1.2% | 18,068 | $1.4M |
| Cambridge Advisors Inc. | 0.31% | Reduce -0.1% | 17,895 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -10.6% | 17,741 | $1.4M |
| Woodmont Investment Counsel LLC | 0.10% | Add +2.9% | 17,727 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.41% | Add +0.9% | 17,724 | $1.4M |
| Argent Trust Co | 0.06% | Reduce -20.0% | 17,671 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +24.5% | 17,641 | $1.4M |
| Independence Bank of Kentucky | 0.22% | Add +0.9% | 17,591 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -51.6% | 17,539 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -10.3% | 17,329 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.21% | No change | 17,299 | $1.4M |
| Pinnacle Bancorp, Inc. | 0.44% | Reduce -9.5% | 17,287 | $1.4M |
| Cypress Capital, LLC | 0.39% | Add +5.7% | 17,195 | $1.4M |
| Retirement Investment Advisors, Inc. | 0.14% | Reduce -0.5% | 17,180 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 17,156 | $1.4M |
| Kuhn & Co Investment Counsel | 1.13% | Add +11.7% | 16,990 | $1.3M |
| Balboa Wealth Partners | 0.32% | Reduce -4.7% | 16,934 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +14.3% | 16,925 | $1.3M |
| LifeWealth Investments, LLC | 0.64% | Add +45.3% | 16,897 | $1.3M |
| Exchange Bank | 1.07% | Reduce -3.8% | 16,882 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Add +3.3% | 16,745 | $1.3M |
| Ramiah Investment Group | 1.26% | Reduce -2.7% | 16,654 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Reduce -14.1% | 16,556 | $1.3M |
| Clarity Capital Advisors, LLC | 0.85% | Add +5.6% | 16,474 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +25.2% | 16,456 | $1.3M |
| Nabity-Jensen Investment Management Inc | 1.03% | Add +2.3% | 16,440 | $1.3M |
| Kelman-Lazarov, Inc. | 0.23% | Reduce -2.2% | 16,398 | $1.3M |
| Forefront Wealth Partners, LLC | 0.88% | New | 16,290 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.16% | Reduce -1.4% | 16,248 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -81.3% | 16,151 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +3.5% | 16,089 | $1.3M |
| Friedenthal Financial | 0.76% | Add +13.4% | 16,069 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -45.7% | 16,069 | $1.3M |
| Meredith Wealth Planning | 0.56% | Reduce -5.3% | 16,060 | $1.3M |
| Scott Capital Advisors, LLC | 0.38% | Add +2.8% | 16,025 | $1.3M |
| Accurate Wealth Management, LLC | 0.24% | Reduce -8.8% | 16,173 | $1.3M |
| Chilton Capital Management LLC | 0.05% | Reduce -1.7% | 15,811 | $1.2M |
| Wulff, Hansen & Co. | 1.14% | Reduce -4.3% | 15,775 | $1.2M |
| Strategent Financial, LLC | 1.13% | Add +194.9% | 15,746 | $1.2M |
| MFA Wealth Services | 1.01% | Reduce -3.9% | 15,529 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +21.1% | 15,094 | $1.2M |
| Curio Wealth, LLC | 0.62% | Reduce -99.8% | 28 | $1.2M |
| Clarity Wealth Development LLC | 1.32% | Reduce -0.7% | 14,960 | $1.2M |
| Clear Point Advisors Inc. | 1.05% | Add +42.7% | 14,825 | $1.2M |
| Simplicity Wealth,LLC | 0.09% | New | 14,660 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.43% | Reduce -0.5% | 14,652 | $1.2M |
| Tillman Hartley LLC | 0.34% | No change | 14,649 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -31.6% | 14,417 | $1.1M |
| Mosaic Financial Group, LLC | 0.92% | No change | 14,401 | $1.1M |
| Cable Hill Partners, LLC | 0.11% | Reduce -19.3% | 14,335 | $1.1M |
| N.E.W. Advisory Services LLC | 0.09% | Reduce -2.5% | 14,274 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.61% | Add +401.8% | 14,242 | $1.1M |
| Axis Wealth Partners, LLC | 0.83% | No change | 14,224 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -54.3% | 14,196 | $1.1M |
| Altus Wealth Group LLC | 0.52% | Reduce -11.0% | 14,160 | $1.1M |
| Long Island Wealth Management, Inc. | 0.68% | Add +95.0% | 14,151 | $1.1M |
| Lauer Wealth, LLC | 0.86% | Reduce -73.9% | 14,105 | $1.1M |
| Manhattan West Asset Management, LLC | 0.28% | Add +2.1% | 14,082 | $1.1M |
| Krilogy Financial LLC | 0.07% | Reduce -7.5% | 14,036 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +17.1% | 14,007 | $1.1M |
| Creekside Partners | 0.58% | Add +36.4% | 13,949 | $1.1M |
| Graypoint LLC | 0.07% | Reduce -13.6% | 13,810 | $1.1M |
| Transatlantique Private Wealth LLC | 0.43% | Add +7.2% | 13,796 | $1.1M |
| Sovereign Financial Group, Inc. | 0.25% | Reduce -7.4% | 13,751 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +23.8% | 13,657 | $1.1M |
| Mezzasalma Advisors, LLC | 0.37% | Add +0.7% | 13,640 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Add +0.2% | 13,629 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +30.7% | 13,611 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.4% | 13,539 | $1.1M |
| VERITY Wealth Advisors | 0.79% | Add +0.2% | 13,503 | $1.1M |
| Summit Global Investments | 0.08% | Add +0.9% | 13,422 | $1.1M |
| Red Cedar Investment Management, LLC | 0.15% | No change | 13,399 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.47% | Add +11.4% | 13,341 | $1.1M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -2.7% | 13,340 | $1.0M |
| Grandview Asset Management LLC | 0.40% | Add +20.8% | 13,281 | $1.0M |
| Consolidated Portfolio Review Corp | 0.17% | Add +0.2% | 13,261 | $1.0M |
| Aegis Wealth Management LLC | 0.62% | Reduce -4.6% | 13,259 | $1.0M |
| Sovereign Investment Advisors, LLC | 0.36% | Reduce -15.6% | 13,532 | $1.0M |
| Columbus Macro, LLC | 0.14% | Add +3.9% | 13,243 | $1.0M |
| AlTi Global, Inc. | 0.03% | Add +100.0% | 13,240 | $1.0M |
| RoundAngle Advisors LLC | 0.96% | Reduce -1.8% | 13,219 | $1.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +37.5% | 13,200 | $1.0M |
| Bfsg, LLC | 0.13% | Add +25.9% | 13,200 | $1.0M |
| Beacon Bridge Wealth Partners, LLC | 0.44% | Reduce -6.2% | 13,199 | $1.0M |
| Cooper Financial Group | 0.14% | Reduce -2.4% | 13,036 | $1.0M |
| Power Wealth Management LLC | 0.42% | Reduce -13.9% | 12,993 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.20% | Reduce -0.8% | 12,983 | $1.0M |
| Sage Capital Advisors,llc | 0.27% | Add +0.0% | 12,922 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +0.9% | 12,909 | $1.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.15% | Add +140.6% | 12,881 | $1.0M |
| Westmount Partners, LLC | 0.31% | Reduce -11.0% | 12,866 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Add +8.2% | 12,853 | $1.0M |
| LifePlan Financial, LLC | 0.88% | Add +1.1% | 12,845 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Add +9.2% | 12,795 | $1.0M |
| Caliber Wealth Management, LLC / KS | 0.14% | — | 12,695 | $1.0M |
| National Philanthropic Trust | 0.02% | Reduce -9.3% | 12,609 | $995K |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +3.2% | 12,607 | $995K |
| L. Roy Papp & Associates, LLP | 0.12% | No change | 12,560 | $991K |
| REDW Wealth LLC | 0.37% | Reduce -1.5% | 12,556 | $991K |
| Algorithmic Investment Models, LLC | 0.73% | Reduce -21.5% | 12,544 | $990K |
| Liberty Square Wealth Partners LLC | 0.38% | No change | 12,540 | $990K |
| HRT Financial LP | 0.01% | New | 12,431 | $981K |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +3.6% | 12,337 | $974K |
| Shayne & Jacobs, LLC | 0.24% | Reduce -0.0% | 12,335 | $974K |
| Global Assets Advisory, LLC | 0.18% | New | 12,339 | $968K |
| HT Partners LLC | 0.33% | Add +2.4% | 12,236 | $966K |
| Advisory Alpha, LLC | 0.03% | Reduce -35.1% | 12,230 | $965K |
| Loudon Investment Management, LLC | 0.55% | Reduce -1.1% | 12,176 | $961K |
| Orin Green Financial, LLC | 0.45% | New | 12,244 | $961K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 12,171 | $961K |
| Vantage Financial Partners, LLC | 0.24% | Reduce -26.9% | 12,152 | $959K |
| Capital Insight Partners, LLC | 0.17% | Reduce -7.7% | 12,133 | $958K |
| Ridgeline Wealth Planning, LLC | 0.94% | Add +3.4% | 12,132 | $958K |
| Quartz Partners, LLC | 0.58% | Reduce -1.0% | 12,127 | $957K |
| Pallas Capital Advisors LLC | 0.04% | No change | 12,084 | $954K |
| Brookstone Capital Management | 0.01% | Add +10.6% | 11,829 | $934K |
| Clearstead Advisors, LLC | 0.01% | Reduce -30.1% | 11,827 | $934K |
| Level Four Advisory Services, LLC | 0.04% | Add +8.3% | 11,806 | $932K |
| Shelter Mutual Insurance Co | 0.22% | No change | 11,762 | $928K |
| Novem Group | 0.13% | Add +175.8% | 11,734 | $926K |
| Sax Wealth Advisors, LLC | 0.07% | Add +141.1% | 11,685 | $922K |
| Compound Planning, Inc. | 0.04% | Add +228.4% | 11,657 | $920K |
| Ariadne Wealth Management, LP | 0.48% | Add +19.4% | 11,586 | $911K |
| Professional Financial Advisors, LLC | 0.23% | Add +0.7% | 11,487 | $907K |
| HHM Wealth Advisors, LLC | 0.12% | Reduce -12.8% | 11,482 | $906K |
| Schroder Investment Management Group | 0.00% | Reduce -49.6% | 11,436 | $903K |
| Leuthold Group, LLC | 0.12% | Add +10.7% | 11,396 | $900K |
| Chapin Davis, Inc. | 0.31% | Add +2.0% | 11,354 | $896K |
| Pillar Financial Advisors, LLC | 0.66% | Reduce -0.1% | 11,279 | $890K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 11,276 | $890K |
| StoneX Group Inc. | 0.05% | Add +1.3% | 11,176 | $882K |
| Verus Capital Partners, LLC | 0.09% | Reduce -2.2% | 11,172 | $882K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +3.7% | 11,162 | $881K |
| Bare Financial Services, Inc | 0.33% | Reduce -0.5% | 10,997 | $868K |
| First Interstate Bank | 0.05% | Reduce -0.3% | 10,946 | $864K |
| Armstrong Advisory Group, Inc. | 0.07% | No change | 10,990 | $857K |
| V2 Financial group LLC | 0.55% | Reduce -1.8% | 10,839 | $856K |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -29.2% | 10,837 | $855K |
| Pettyjohn, Wood & White, Inc. | 0.16% | Add +0.5% | 10,803 | $853K |
| Mission Creek Capital Partners, Inc. | 0.21% | Reduce -0.5% | 10,793 | $852K |
| Empirical Asset Management, LLC | 0.29% | Reduce -7.1% | 10,777 | $851K |
| Gridiron Partners, LLC | 0.54% | Reduce -9.2% | 10,775 | $851K |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -9.9% | 10,734 | $847K |
| Elm Partners Management LLC | 0.05% | New | 10,710 | $845K |
| Centurion Wealth Management LLC | 0.26% | No change | 10,803 | $843K |
| ProVise Management Group, LLC | 0.07% | Reduce -28.9% | 10,576 | $835K |
| Motiv8 Investments LLC | 0.55% | Reduce -14.1% | 10,475 | $827K |
| SkyOak Wealth, LLC | 0.18% | Reduce -1.7% | 10,413 | $822K |
| Stelac Advisory Services LLC | 0.34% | Add +28.4% | 10,412 | $822K |
| IPG Investment Advisors LLC | 0.19% | No change | 10,400 | $821K |
| Alteri Wealth LLC | 0.36% | Add +9.4% | 10,396 | $821K |
| Wealth Effects LLC | 0.34% | Reduce -7.8% | 10,292 | $812K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +11.9% | 10,281 | $812K |
| Advisor Resource Council | 0.07% | New | 10,248 | $809K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | No change | 10,200 | $805K |
| Prevail Innovative Wealth Advisors, LLC | 0.21% | Reduce -46.2% | 10,135 | $800K |
| Petra Financial Advisors Inc. | 0.66% | Reduce -3.0% | 10,124 | $799K |
| Brooks, Moore & Associates, Inc. | 0.45% | New | 10,120 | $799K |
| Winch Advisory Services, LLC | 0.21% | Reduce -0.9% | 10,120 | $799K |
| Western Wealth Management, LLC | 0.05% | Reduce -39.1% | 10,051 | $793K |
| Claris Financial LLC | 0.52% | No change | 10,087 | $787K |
| Crabel Capital Management, LLC | 0.84% | New | 9,905 | $782K |
| Prepared Retirement Institute LLC | 0.49% | Add +157.9% | 9,820 | $775K |
| Prospect Financial Services LLC | 0.43% | Reduce -75.5% | 9,714 | $767K |
| Good Life Advisors, LLC | 0.05% | Add +0.5% | 9,675 | $764K |
| Eastern Bank | 0.01% | No change | 9,490 | $749K |
| Mitchell Sinkler & Starr | 0.21% | Reduce -19.9% | 9,450 | $746K |
| First Hawaiian Bank | 0.11% | Reduce -9.4% | 9,430 | $744K |
| Hilltop Partners LLC | 0.25% | Reduce -1.3% | 9,379 | $740K |
| Norris Financial Group, LLC | 0.35% | New | 9,375 | $740K |
| Orcam Financial Group | 0.69% | Add +0.1% | 9,304 | $734K |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.5% | 9,280 | $733K |
| Caitlin John, LLC | 0.72% | No change | 9,263 | $731K |
| Bremer Bank National Association | 0.13% | Reduce -15.6% | 9,185 | $725K |
| FMR LLC | 0.00% | Add +36.6% | 9,180 | $725K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.5% | 9,178 | $725K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -6.1% | 9,168 | $724K |
| Integrated Investment Consultants, LLC | 0.14% | Reduce -40.9% | 9,078 | $717K |
| Roberts Wealth Advisors, LLC | 0.22% | Reduce -12.2% | 9,078 | $717K |
| Murphy & Mullick Capital Management Corp | 0.69% | Reduce -3.8% | 9,038 | $713K |
| Berger Financial Group, Inc | 0.05% | Reduce -2.1% | 8,994 | $710K |
| Fourth Dimension Wealth, LLC | 0.34% | Reduce -0.1% | 8,990 | $710K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -38.1% | 8,919 | $704K |
| City State Bank | 0.23% | Add +18.2% | 8,885 | $701K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -0.9% | 8,801 | $695K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -1.5% | 8,768 | $692K |
| Hunter Associates Investment Management LLC | 0.11% | Reduce -25.7% | 8,692 | $686K |
| F/m Investments LLC | 0.03% | Reduce -1.1% | 8,671 | $684K |
| FC Advisory LLC | 0.23% | Add +0.6% | 8,653 | $683K |
| Aspiriant, LLC | 0.02% | Reduce -7.8% | 8,587 | $678K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 8,584 | $678K |
| Advisors Asset Management, Inc. | 0.01% | Add +33.1% | 8,465 | $668K |
| Weatherly Asset Management L. P. | 0.06% | No change | 8,420 | $665K |
| Heritage Trust Co | 0.08% | Reduce -0.6% | 8,413 | $664K |
| Cibc World Market Inc. | 0.00% | Reduce -42.2% | 8,411 | $664K |
| Winthrop Capital Management, LLC | 0.18% | Add +5.9% | 8,370 | $661K |
| Hickory Asset Management, Inc. | 0.59% | Add +0.2% | 8,362 | $660K |
| Woodside Wealth Management LLC | 0.61% | — | 8,337 | $658K |
| Anb Bank | 0.29% | Reduce -0.4% | 8,315 | $656K |
| FDx Advisors, Inc. | 0.21% | Reduce -8.7% | 8,280 | $654K |
| Nwam LLC | 0.06% | Reduce -88.0% | 8,281 | $654K |
| Essential Planning, LLC. | 0.26% | Reduce -98.5% | 8,269 | $653K |
| Barrett & Company, Inc. | 0.28% | Reduce -11.5% | 8,247 | $651K |
| American National Bank & Trust | 0.07% | Add +33.7% | 8,229 | $650K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -12.7% | 8,227 | $649K |
| Kelly Financial Group LLC | 0.20% | Reduce -10.9% | 8,197 | $647K |
| Calton & Associates, Inc. | 0.15% | New | 8,189 | $646K |
| Wharton Business Group, LLC | 0.03% | No change | 8,145 | $643K |
| Q3 Asset Management | 0.44% | Reduce -18.9% | 8,117 | $641K |
| Ritholtz Wealth Management | 0.02% | New | 8,044 | $635K |
| Compass Financial Group, INC | 0.12% | Reduce -5.5% | 8,021 | $633K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.7% | 7,954 | $628K |
| Rosenblum Silverman Sutton S F Inc. | 0.17% | No change | 7,880 | $622K |
| Ridgewood Investments LLC | 0.29% | Reduce -5.9% | 7,865 | $621K |
| Cardinal Point Capital Management ULC | 0.06% | New | 7,794 | $615K |
| Legacy Wealth Management, LLC / MS | 0.20% | Reduce -7.4% | 7,780 | $614K |
| Banque Pictet & Cie SA | 0.01% | Add +31.8% | 7,731 | $610K |
| Midwest Financial Group LLC | 0.35% | Reduce -11.4% | 7,728 | $610K |
| C M Bidwell & Associates Ltd. | 0.37% | Add +0.9% | 7,709 | $609K |
| ArchPoint Investors | 0.20% | No change | 7,700 | $608K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.9% | 7,698 | $608K |
| Tilia Fiduciary Partners, Inc. | 0.40% | Add +7.4% | 7,678 | $606K |
| SYM FINANCIAL Corp | 0.07% | New | 7,668 | $605K |
| WoodTrust Financial Corp | 0.08% | Add +34.2% | 7,551 | $596K |
| Weaver Consulting Group | 0.18% | Add +0.0% | 7,545 | $596K |
| LaFleur & Godfrey LLC | 0.08% | Reduce -65.0% | 7,535 | $595K |
| GenTrust, LLC | 0.03% | Reduce -19.3% | 7,517 | $593K |
| Arcadia Investment Management Corp. | 0.11% | Reduce -2.9% | 7,437 | $587K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -8.8% | 7,360 | $581K |
| Legacy Advisory Services, LLC | 0.49% | Add +8.0% | 7,306 | $577K |
| Private Trust Co. NA | 0.06% | No change | 7,303 | $576K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -4.6% | 7,238 | $571K |
| Keener Financial Planning LLC | 0.37% | Reduce -2.1% | 7,189 | $567K |
| FWG Holdings, LLC | 0.28% | Add +1.6% | 7,161 | $567K |
| CV Advisors LLC | 0.20% | No change | 7,167 | $564K |
| Wallington Asset Management, LLC | 0.08% | Add +0.6% | 7,120 | $562K |
| Coordinated Financial Services, Inc. | 0.44% | — | 7,091 | $560K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,012 | $554K |
| Cunning Capital Partners, LP | 0.35% | Reduce -47.0% | 7,000 | $553K |
| Pines Wealth Management, LLC | 0.26% | Add +29.9% | 7,077 | $553K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -29.8% | 6,961 | $549K |
| Everstar Asset Management, LLC | 0.36% | No change | 6,955 | $549K |
| Avaii Wealth Management, LLC | 0.28% | Reduce -2.8% | 6,733 | $532K |
| Atlas Brown,Inc. | 0.19% | Reduce -0.7% | 6,710 | $530K |
| Trivium Point Advisory, LLC | 0.07% | Add +34.4% | 6,684 | $528K |
| Legacy PCG, LLC | 0.37% | Reduce -4.7% | 6,672 | $527K |
| WealthCollab, LLC | 0.32% | No change | 6,638 | $524K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 6,636 | $524K |
| Brown Advisory Inc. | 0.00% | Reduce -41.2% | 6,584 | $520K |
| Court Place Advisors, LLC | 0.17% | No change | 6,516 | $514K |
| Summa Corp. | 0.30% | No change | 6,500 | $513K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.58% | Add +0.2% | 6,430 | $508K |
| GAMMA Investing LLC | 0.04% | Add +9.2% | 6,425 | $507K |
| Lansing Street Advisors | 0.17% | Reduce -6.2% | 6,413 | $506K |
| Vigilare Wealth Management | 0.20% | No change | 6,412 | $506K |
| Essex Bank | 0.12% | Add +12.3% | 6,381 | $504K |
| Uncommon Cents Investing LLC | 0.15% | Add +0.4% | 6,345 | $501K |
| Community Bank, N.A. | 0.07% | Reduce -3.8% | 6,336 | $500K |
| Bank of New Hampshire | 0.13% | Reduce -0.6% | 6,301 | $497K |
| SG Americas Securities, LLC | 0.00% | Reduce -39.1% | 6,241 | $493K |
| Sage Rhino Capital LLC | 0.11% | No change | 6,231 | $492K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Reduce -9.9% | 6,224 | $491K |
| Rothschild Capital Partners, LLC | 0.13% | Add +2.3% | 6,217 | $491K |
| Heartwood Wealth Advisors LLC | 0.06% | New | 6,184 | $488K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -20.0% | 6,125 | $483K |
| White Knight Strategic Wealth Advisors, LLC | 0.44% | Reduce -3.6% | 6,065 | $479K |
| HUB Investment Partners, LLC | 0.02% | Reduce -22.0% | 5,975 | $472K |
| SRH Advisors, LLC | 0.15% | Reduce -3.3% | 5,961 | $471K |
| Csenge Advisory Group | 0.03% | Add +3.6% | 5,982 | $470K |
| Berkshire Money Management, Inc. | 0.05% | No change | 5,954 | $470K |
| Centaurus Financial, Inc. | 0.03% | Reduce -16.1% | 5,939 | $469K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 5,915 | $467K |
| TCFG Wealth Management, LLC | 0.23% | No change | 5,894 | $465K |
| Better Money Decisions, LLC | 0.31% | Add +60.2% | 5,864 | $463K |
| Bragg Financial Advisors, Inc | 0.02% | Add +5.9% | 5,791 | $457K |
| Beacon Bank & Trust | 0.11% | Reduce -18.0% | 5,770 | $455K |
| Cahill Wealth Management, LLC | 0.23% | No change | 5,658 | $447K |
| Ignite Planners, LLC | 0.09% | Reduce -0.3% | 5,670 | $447K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -4.2% | 5,650 | $446K |
| Keebeck Wealth Management | 0.07% | No change | 5,640 | $445K |
| WealthShield Partners, LLC | 0.06% | Add +3.3% | 5,634 | $445K |
| Seizert Capital Partners, LLC | 0.02% | Add +0.7% | 5,596 | $442K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -3.7% | 5,591 | $441K |
| Private Client Services, LLC | 0.22% | Add +1.1% | 5,579 | $440K |
| RMR Wealth Builders | 0.05% | Reduce -1.7% | 5,576 | $440K |
| PFG Advisors | 0.02% | Reduce -21.0% | 5,576 | $440K |
| Plotkin Financial Advisors, LLC | 0.27% | Reduce -8.9% | 5,551 | $438K |
| Charter Oak Capital Management, LLC | 0.04% | Add +6.0% | 5,543 | $438K |
| Blue Barn Wealth, LLC | 0.23% | New | 5,512 | $435K |
| Wealth Alliance, LLC | 0.05% | Add +0.7% | 5,505 | $435K |
| Windsor Capital Management, LLC | 0.13% | Reduce -12.5% | 5,488 | $433K |
| Family Wealth Partners, LLC | 0.20% | Add +0.1% | 5,466 | $432K |
| Orrstown Financial Services Inc. | 0.10% | Reduce -21.1% | 5,422 | $428K |
| Bessemer Group Inc. | 0.00% | No change | 5,405 | $427K |
| Southeast Asset Advisors, LLC | 0.05% | Add +0.7% | 5,404 | $427K |
| Muirfield Wealth Advisors LLC | 0.36% | Add +29.7% | 5,392 | $426K |
| Darrow Company, Inc. | 0.24% | Add +78.4% | 5,387 | $425K |
| Regal Investment Advisors LLC | 0.03% | Reduce -24.2% | 5,373 | $424K |
| Orleans Capital Management Corp. | 0.25% | No change | 5,350 | $422K |
| Tiaa Trust, National Association | 0.00% | Add +18.1% | 5,348 | $422K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -9.9% | 5,397 | $421K |
| Signal Tree Financial Partners LLC | 0.42% | Reduce -6.6% | 5,309 | $419K |
| Saxony Capital Management, LLC | 0.37% | Add +0.1% | 5,294 | $418K |
| Sandy Cove Advisors, LLC | 0.17% | New | 5,286 | $417K |
| GTS Securities LLC | 0.02% | Add +40.7% | 5,268 | $416K |
| Verum Partners LLC | 0.11% | Reduce -17.8% | 5,268 | $416K |
| Commerce Bank | 0.00% | Reduce -14.3% | 5,255 | $415K |
| Future Financial Wealth Managment LLC | 0.30% | Reduce -5.3% | 5,248 | $414K |
| Iams Wealth Management, LLC | 0.19% | Add +20.9% | 5,187 | $409K |
| Fonville Wealth Management LLC | 0.12% | Reduce -16.1% | 5,173 | $409K |
| Diversify Wealth Management, LLC | 0.03% | Add +20.6% | 5,165 | $409K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.7% | 5,163 | $408K |
| Barnes Pettey Financial Advisors, LLC | 0.32% | Add +0.7% | 5,159 | $407K |
| Aspetuck Financial Management LLC | 0.35% | No change | 5,150 | $407K |
| SC&H Financial Advisors, Inc. | 0.08% | No change | 5,144 | $406K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -14.3% | 5,143 | $406K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 5,123 | $404K |
| Delta Financial Group, Inc. | 0.09% | Reduce -5.0% | 5,110 | $402K |
| Hollencrest Capital Management | 0.02% | No change | 5,071 | $400K |
| Certuity, LLC | 0.04% | Add +0.1% | 4,973 | $393K |
| Anson Capital, Inc. | 0.34% | Add +0.7% | 4,965 | $392K |
| Main Management LLC | 0.03% | No change | 4,954 | $391K |
| Raab & Moskowitz Asset Management LLC | 0.10% | No change | 4,926 | $389K |
| Idaho Trust Co | 0.16% | New | 4,908 | $387K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -50.3% | 4,888 | $386K |
| Redwood Financial Network Corp | 0.29% | Add +4.1% | 4,877 | $385K |
| Altiora Financial Group, LLC | 0.08% | Add +0.0% | 4,864 | $384K |
| Seelaus Asset Management LLC | 0.37% | Add +3.5% | 4,858 | $383K |
| Quadrant Capital Group LLC | 0.01% | No change | 4,855 | $383K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | New | 4,850 | $383K |
| Clear Creek Financial Management, LLC | 0.04% | New | 4,825 | $381K |
| Smartleaf Asset Management LLC | 0.04% | Add +91.3% | 4,733 | $374K |
| Maripau Wealth Management LLC | 0.21% | Reduce -50.8% | 4,730 | $373K |
| Eq Wealth Advisors, LLC | 0.30% | Reduce -1.9% | 4,726 | $373K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -0.1% | 4,717 | $372K |
| 1492 Capital Management LLC | 0.20% | No change | 4,713 | $372K |
| Security Financial Services, INC. | 0.07% | Reduce -53.7% | 4,713 | $372K |
| Cherry Creek Investment Advisors, Inc. | 0.19% | Reduce -6.9% | 4,694 | $371K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +9.1% | 4,693 | $370K |
| CAP Partners, LLC | 0.27% | Add +0.7% | 4,677 | $369K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -15.6% | 4,650 | $367K |
| Robinson Smith Wealth Advisors LLC | 0.31% | Reduce -4.8% | 4,645 | $367K |
| Ieq Capital, LLC | 0.00% | Add +33.6% | 4,627 | $365K |
| Claris Advisors, LLC / Mo / | 0.14% | Add +0.7% | 4,623 | $365K |
| Headlands Technologies LLC | 0.04% | New | 4,622 | $365K |
| KPP Advisory Services LLC | 0.07% | Add +4.3% | 4,616 | $364K |
| Element Wealth, LLC | 0.19% | Reduce -0.8% | 4,590 | $362K |
| Vista Cima Wealth Management LLC | 0.38% | Add +10.1% | 4,529 | $358K |
| Rothschild Wealth LLC | 0.10% | Reduce -2.2% | 4,524 | $357K |
| Bigelow Investment Advisors, LLC | 0.17% | Reduce -8.5% | 4,523 | $357K |
| Coastline Trust Co | 0.04% | Add +2.0% | 4,518 | $357K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -1.6% | 4,511 | $356K |
| Thrive Wealth Management, LLC | 0.07% | New | 4,500 | $355K |
| Stratos Investment Management, LLC | 0.02% | Add +19.9% | 4,491 | $355K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 4,490 | $354K |
| Praetorian Wealth Management, Inc. | 0.09% | Add +2.4% | 4,468 | $353K |
| Evolution Advisers, Inc. | 0.18% | No change | 4,454 | $351K |
| Clarity Capital Partners LLC | 0.14% | No change | 4,445 | $351K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -1.3% | 4,422 | $349K |
| Advyzon Investment Management, LLC | 0.12% | Reduce -35.9% | 4,412 | $348K |
| Stonebridge Financial Planning Group, LLC | 0.16% | Reduce -11.1% | 4,398 | $347K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +127.9% | 4,380 | $346K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -31.1% | 4,365 | $345K |
| Crews Bank & Trust | 0.06% | Add +14.4% | 4,364 | $344K |
| Ade, LLC | 0.20% | No change | 4,354 | $344K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +56.4% | 4,331 | $342K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.0% | 4,319 | $341K |
| Probity Advisors, Inc. | 0.07% | Reduce -30.8% | 4,299 | $339K |
| Chicago Capital, LLC | 0.01% | No change | 4,289 | $339K |
| Stephens Group Asset Management, LLC | 0.03% | No change | 4,270 | $337K |
| Pacific Point Advisors, LLC | 0.19% | No change | 4,250 | $335K |
| Latko Wealth Management, Ltd. | 0.22% | Reduce -62.2% | 4,241 | $335K |
| Readystate Asset Management LP | 0.03% | New | 4,241 | $335K |
| Stephens Consulting, LLC | 0.08% | Reduce -15.3% | 4,235 | $334K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.8% | 4,235 | $334K |
| Causey Wealth LLC | 0.19% | Add +4.2% | 4,225 | $333K |
| Lanark Financial, Inc. | 0.03% | — | 4,219 | $333K |
| First Foundation Advisors | 0.01% | No change | 4,215 | $333K |
| Fifth Third Bancorp | 0.00% | Reduce -26.7% | 4,187 | $331K |
| Leo Wealth, LLC | 0.05% | Reduce -0.1% | 4,179 | $330K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +8.0% | 4,200 | $330K |
| Pine Haven Investment Counsel, Inc | 0.28% | No change | 4,160 | $328K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -38.1% | 4,152 | $328K |
| First Merchants Corp. | 0.01% | Reduce -19.5% | 4,134 | $326K |
| Bristlecone Advisors, LLC | 0.03% | Add +143.4% | 4,125 | $326K |
| Sweeney & Michel, LLC | 0.14% | — | 4,163 | $325K |
| Cascades Capital Asset Management, LLC | 0.18% | New | 4,100 | $324K |
| WealthTrak Capital Management LLC | 0.28% | Reduce -1.9% | 4,087 | $323K |
| Daymark Wealth Partners, LLC | 0.01% | Add +15.3% | 4,076 | $322K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 4,074 | $322K |
| Poplar Forest Capital LLC | 0.06% | No change | 4,047 | $319K |
| SOL Capital Management CO | 0.03% | No change | 4,020 | $317K |
| New Insight Wealth Advisors | 0.14% | Add +10.9% | 4,013 | $317K |
| Matisse Capital | 0.17% | Reduce -0.7% | 4,000 | $316K |
| Buffington Mohr McNeal | 0.06% | Reduce -22.4% | 3,985 | $315K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +2.4% | 3,934 | $311K |
| Independent Solutions Wealth Management, LLC | 0.07% | New | 3,916 | $309K |
| Strategy Asset Managers LLC | 0.06% | No change | 3,904 | $308K |
| KM Capital Management Ltd. | 0.16% | Add +0.5% | 3,846 | $304K |
| Wilkins Investment Counsel Inc. | 0.04% | New | 3,805 | $300K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +4.4% | 3,798 | $300K |
| Strategic Financial Concepts, LLC | 0.06% | Add +0.0% | 3,746 | $296K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 3,725 | $294K |
| FineMark National Bank & Trust | 0.01% | Add +11.9% | 3,695 | $292K |
| Lion Street Advisors, LLC | 0.09% | Add +0.2% | 3,688 | $291K |
| Accel Wealth Management | 0.11% | Add +0.1% | 3,687 | $291K |
| Strid Group, LLC | 0.04% | Reduce -0.0% | 3,662 | $289K |
| Advisor OS, LLC | 0.03% | Reduce -76.2% | 3,658 | $289K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.9% | 3,655 | $289K |
| Verisail Partners, LLC | 0.13% | New | 3,646 | $288K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +5.8% | 3,640 | $287K |
| Life Planning Partners, Inc | 0.26% | Reduce -2.5% | 3,638 | $287K |
| Cornerstone Planning Group LLC | 0.07% | Add +61.6% | 3,658 | $287K |
| Hanover Advisors Inc. | 0.12% | Reduce -15.2% | 3,632 | $287K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.2% | 3,625 | $286K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 3,615 | $285K |
| Y.D. More Investments Ltd | 0.02% | Add +111.8% | 3,611 | $285K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -85.4% | 3,599 | $284K |
| Meriwether Wealth & Planning, LLC | 0.19% | Reduce -64.9% | 3,596 | $284K |
| Vident Advisory, LLC | 0.00% | New | 3,595 | $284K |
| Viawealth, LLC | 0.18% | Add +0.7% | 3,593 | $284K |
| Objectivity Squared, LLC | 0.24% | Reduce -28.3% | 3,624 | $282K |
| Beacon Financial Group | 0.03% | Reduce -8.8% | 3,549 | $280K |
| Tanager Wealth Management LLP | 0.04% | New | 3,534 | $279K |
| WNY Asset Management, LLC | 0.03% | Reduce -3.8% | 3,520 | $278K |
| C2C Wealth Management, LLC | 0.26% | Reduce -0.5% | 3,497 | $276K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -15.1% | 3,486 | $275K |
| Great Waters Wealth Management | 0.04% | Reduce -22.5% | 3,482 | $275K |
| Procyon Advisors, LLC | 0.02% | Reduce -5.6% | 3,477 | $274K |
| Trilogy Capital Inc. | 0.01% | New | 3,431 | $271K |
| Arkadios Wealth Advisors | 0.01% | New | 3,378 | $267K |
| Bellecapital International Ltd. | 0.05% | No change | 3,371 | $266K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 3,360 | $265K |
| Princeton Capital Management LLC | 0.09% | Add +2.2% | 3,351 | $265K |
| Breakwater Investment Management | 0.11% | No change | 3,346 | $264K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -13.2% | 3,323 | $262K |
| Interactive Financial Advisors, Inc. | 0.14% | Reduce -1.4% | 3,307 | $261K |
| Willow Creek Wealth Management Inc. | 0.03% | New | 3,307 | $261K |
| Team Financial Group, LLC | 0.15% | Reduce -1.0% | 3,301 | $261K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 3,296 | $260K |
| Cambridge Capital Management, LLC | 0.16% | Add +11.5% | 3,282 | $259K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -8.5% | 3,256 | $257K |
| Vaughan David Investments LLC | 0.01% | Reduce -31.4% | 3,247 | $256K |
| HBW Advisory Services LLC | 0.04% | Add +1.5% | 3,221 | $254K |
| Foster Group, Inc. | 0.01% | Add +0.7% | 3,211 | $253K |
| ARK & TLK Investments, LLC | 0.09% | Add +3.9% | 3,203 | $253K |
| Matthew Goff Investment Advisor, LLC | 0.05% | Add +0.2% | 3,181 | $251K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -28.7% | 3,194 | $251K |
| Biltmore Family Office, LLC | 0.04% | Reduce -11.8% | 3,133 | $247K |
| Ascent Group, LLC | 0.01% | New | 3,132 | $247K |
| Liberty Capital Management, Inc. | 0.06% | Reduce -13.6% | 3,132 | $247K |
| Fortis Capital Advisors, LLC | 0.05% | New | 3,121 | $246K |
| Covenant Asset Management, LLC | 0.06% | No change | 3,116 | $246K |
| Ameriflex Group, Inc. | 0.10% | Add +353.6% | 3,112 | $246K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.7% | 3,109 | $245K |
| Tenon Financial LLC | 0.15% | Add +0.7% | 3,087 | $244K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -55.9% | 3,074 | $243K |
| David Kennon Inc | 0.10% | New | 3,064 | $242K |
| Investmark Advisory Group LLC | 0.12% | Add +8.5% | 3,062 | $242K |
| AQR Capital Management | 0.00% | Reduce -4.2% | 3,055 | $241K |
| Kintayl Capital LP | 0.17% | No change | 3,029 | $239K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -11.4% | 3,020 | $238K |
| Index Fund Advisors, Inc. | 0.01% | New | 3,014 | $238K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -12.8% | 3,013 | $238K |
| Harrington Investments, INC | 0.13% | No change | 3,000 | $237K |
| New Century Financial Group, LLC | 0.27% | Add +0.2% | 2,997 | $237K |
| Estate Counselors, LLC | 0.02% | Add +14.8% | 2,985 | $236K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,966 | $234K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 2,961 | $234K |
| Moseley Investment Management Inc. | 0.09% | Reduce -9.6% | 2,953 | $233K |
| Silver Oak Advisory Group, Inc. | 0.12% | Add +0.1% | 2,963 | $233K |
| MAS Advisors LLC | 0.36% | No change | 2,928 | $231K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 2,927 | $231K |
| RAM Investment Partners, LLC | 0.06% | No change | 2,925 | $231K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,925 | $231K |
| Coppell Advisory Solutions LLC | 0.03% | Add +14.0% | 2,912 | $230K |
| Hoge Financial Services, LLC | 0.16% | Add +5.5% | 2,919 | $230K |
| Capital Advantage, Inc. | 0.04% | No change | 2,953 | $230K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -0.0% | 2,902 | $229K |
| Investors Research Corp | 0.05% | Add +0.3% | 2,880 | $227K |
| Banco Santander, S.A. | 0.00% | New | 2,854 | $225K |
| Marotta Asset Management | 0.04% | New | 2,819 | $224K |
| Activest Wealth Management | 0.06% | Add +0.7% | 2,834 | $224K |
| Infinity Wealth Counsel, LLC | 0.24% | No change | 2,807 | $222K |
| Harvest Investment Services, LLC | 0.06% | Reduce -22.5% | 2,791 | $220K |
| Genesis Wealth Advisors, LLC | 0.18% | No change | 2,753 | $217K |
| Navalign, LLC | 0.06% | No change | 2,706 | $214K |
| Schaeffer Financial LLC | 0.23% | Reduce -1.1% | 2,694 | $213K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.7% | 2,685 | $212K |
| Victory Financial Group, LLC | 0.04% | New | 2,679 | $211K |
| Roger Wittlin Investment Advisory, LLC | 0.12% | Reduce -1.6% | 2,666 | $210K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -3.5% | 2,661 | $210K |
| LifeGoal Investments, LLC | 0.23% | Add +3.1% | 2,660 | $210K |
| Cornerstone Advisory, LLC | 0.02% | New | 2,667 | $210K |
| IFG Advisors, LLC | 0.04% | New | 2,654 | $210K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,624 | $207K |
| Smith, Moore & Co. | 0.02% | Reduce -4.4% | 2,611 | $206K |
| Obsidian Personal Planning Solutions LLC | 0.09% | No change | 2,601 | $206K |
| IVC Wealth Advisors LLC | 0.11% | Add +0.3% | 2,608 | $206K |
| LVW Advisors, LLC | 0.02% | No change | 2,600 | $205K |
| Lodestar Private Asset Management LLC | 0.03% | Add +0.2% | 2,600 | $205K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,581 | $204K |
| Seven Springs Wealth Group, LLC | 0.07% | Add +0.1% | 2,579 | $204K |
| Tru Independence Asset Management 2, LLC | 0.15% | New | 2,576 | $203K |
| Retirement Guys Formula LLC | 0.10% | New | 2,576 | $203K |
| Excalibur Management Corp. | 0.08% | Reduce -1.0% | 2,567 | $203K |
| Blossom Wealth Management | 0.41% | New | 2,566 | $203K |
| JCIC Asset Management Inc. | 0.08% | No change | 2,560 | $202K |
| LCNB Corp. | 0.07% | New | 2,549 | $201K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -9.0% | 2,546 | $201K |
| Key Financial Inc | 0.04% | Reduce -2.8% | 2,482 | $196K |
| Nvwm, LLC | 0.05% | Reduce -2.6% | 2,439 | $193K |
| WPG Advisers, LLC | 0.18% | No change | 2,404 | $190K |
| United Community Bank | 0.07% | Reduce -5.8% | 2,373 | $187K |
| Family CFO Inc | 0.10% | New | 2,239 | $177K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -9.2% | 2,046 | $162K |
| Ashton Thomas Securities, LLC | 0.04% | Reduce -29.6% | 2,034 | $161K |
| Manchester Capital Management LLC | 0.02% | Reduce -20.4% | 1,993 | $157K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 1,987 | $157K |
| Front Row Advisors LLC | 0.05% | No change | 1,809 | $143K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,802 | $142K |
| Pacifica Partners Inc. | 0.06% | No change | 1,779 | $140K |
| Logan Capital Management Inc. | 0.01% | Reduce -42.7% | 1,749 | $138K |
| Westchester Capital Management, Inc. | 0.03% | No change | 1,715 | $135K |
| Mendota Financial Group, LLC | 0.14% | Reduce -62.7% | 1,667 | $132K |
| Palouse Capital Management, Inc. | 0.09% | Add +0.7% | 1,655 | $131K |
| Sound Income Strategies, LLC | 0.01% | Add +190.0% | 1,630 | $129K |
| Capital Analysts, LLC | 0.00% | Add +87.5% | 1,607 | $127K |
| ORG Partners LLC | 0.03% | Add +2205.8% | 1,591 | $125K |
| Motco | 0.01% | No change | 1,580 | $125K |
| Concord Wealth Partners | 0.02% | Add +1562.1% | 1,579 | $125K |
| Roxbury Financial LLC | 0.12% | Add +19.0% | 1,530 | $121K |
| Tower View Wealth Management LLC | 0.07% | Add +0.4% | 1,494 | $118K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 1,468 | $116K |
| BankPlus Trust Department | 0.04% | No change | 1,400 | $111K |
| Bernard Wealth Management Corp. | 0.05% | No change | 1,349 | $106K |
| Bokf, NA | 0.00% | No change | 1,349 | $106K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 1,348 | $106K |
| S.A. Mason LLC | 0.06% | Reduce -6.3% | 1,335 | $105K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -80.4% | 1,325 | $105K |
| SVB Wealth LLC | 0.00% | New | 1,302 | $103K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,303 | $103K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 1,166 | $92K |
| Consultiva Wealth Management, Corp. | 0.31% | No change | 1,150 | $91K |
| Financial Management Professionals, Inc. | 0.01% | Add +275.0% | 1,125 | $89K |
| Founders Financial Alliance, LLC | 0.02% | Add +9.8% | 1,074 | $85K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -34.9% | 1,071 | $85K |
| Accredited Wealth Management, LLC | 0.07% | No change | 1,030 | $81K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +106.1% | 1,014 | $80K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.8% | 1,010 | $80K |
| St Germain D J Co. Inc. | 0.00% | Add +44.3% | 977 | $77K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 962 | $76K |
| Bangor Savings Bank | 0.01% | Reduce -10.5% | 959 | $76K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.0% | 931 | $73K |
| Coldstream Capital Management Inc. | 0.00% | New | 922 | $73K |
| Hantz Financial Services, Inc. | 0.00% | New | 900 | $71K |
| Pinney & Scofield, Inc. | 0.05% | No change | 875 | $69K |
| 1620 Investment Advisors, Inc. | 0.05% | No change | 866 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +0.3% | 856 | $68K |
| Fairway Wealth LLC | 0.02% | No change | 837 | $66K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.7% | 830 | $66K |
| Winnacle Wealth LLC | 0.06% | Reduce -84.5% | 802 | $63K |
| Moser Wealth Advisors, LLC | 0.03% | No change | 800 | $63K |
| Running Point Capital Advisors, LLC | 0.02% | Add +0.7% | 775 | $61K |
| First Community Trust NA | 0.05% | No change | 738 | $58K |
| Avalon Trust Co | 0.00% | New | 725 | $57K |
| Johnson Financial Group, Inc. | 0.00% | No change | 700 | $55K |
| Canton Hathaway, LLC | 0.01% | No change | 700 | $55K |
| Caldwell Trust Co | 0.01% | Reduce -39.3% | 680 | $54K |
| Graney & King, LLC | 0.04% | No change | 677 | $53K |
| McIlrath & Eck, LLC | 0.01% | No change | 646 | $51K |
| Denali Advisors LLC | 0.01% | Reduce -0.5% | 630 | $50K |
| Blume Capital Management, Inc. | 0.01% | Reduce -64.3% | 611 | $48K |
| Opal Wealth Advisors, LLC | 0.01% | New | 579 | $46K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -53.1% | 573 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +442.2% | 553 | $44K |
| Delta Asset Management LLC | 0.00% | Reduce -3.3% | 553 | $44K |
| SIMA Wealth Partners, LLC | 0.04% | Reduce -40.5% | 550 | $43K |
| Cape Investment Advisory, Inc. | 0.02% | Add +14.9% | 548 | $43K |
| Hurley Capital, LLC | 0.03% | Reduce -17.4% | 540 | $43K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +84.3% | 538 | $43K |
| 2UniFi Bank | 0.03% | No change | 534 | $42K |
| Arax Advisory Partners | 0.00% | New | 529 | $42K |
| EPG Wealth Management LLC | 0.01% | Add +0.8% | 527 | $42K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +72.3% | 517 | $41K |
| AlphaCore Capital LLC | 0.00% | New | 500 | $39K |
| Financial Freedom, LLC | 0.02% | Add +0.2% | 460 | $36K |
| Rothschild Investment LLC | 0.00% | Reduce -51.4% | 455 | $36K |
| Costello Asset Management, INC | 0.01% | New | 454 | $36K |
| First Financial Corp. | 0.02% | No change | 450 | $36K |
| Islay Capital Management, LLC | 0.02% | No change | 430 | $34K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.5% | 418 | $33K |
| Wolff Wiese Magana LLC | 0.02% | No change | 414 | $33K |
| Fortitude Family Office, LLC | 0.01% | Add +0.5% | 412 | $33K |
| Keystone Financial Group, Inc. | 0.02% | No change | 409 | $32K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 405 | $32K |
| Center for Financial Planning, Inc. | 0.00% | Add +237.1% | 391 | $31K |
| Transce3nd, LLC | 0.01% | Reduce -14.1% | 348 | $27K |
| Rossby Financial, LCC | 0.01% | New | 339 | $27K |
| LGT Financial Advisors LLC | 0.07% | No change | 311 | $25K |
| Sachetta, LLC | 0.01% | No change | 300 | $24K |
| Asset Dedication, LLC | 0.00% | No change | 300 | $24K |
| Crewe Advisors LLC | 0.00% | No change | 291 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 290 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | New | 258 | $20K |
| CX Institutional | 0.00% | New | 253 | $20K |
| NorthRock Partners, LLC | 0.00% | Reduce -73.9% | 247 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 245 | $19K |
| TruNorth Capital Management, LLC | 0.00% | Add +0.9% | 233 | $18K |
| Tidemark, LLC | 0.01% | No change | 226 | $18K |
| S&T Bank | 0.01% | No change | 225 | $18K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 216 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.5% | 208 | $16K |
| Gold Investment Management Ltd. | 0.01% | Reduce -39.5% | 202 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 202 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $16K |
| MilWealth Group LLC | 0.00% | Reduce -87.2% | 185 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 150 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 142 | $11K |
| Covestor Ltd | 0.01% | Add +65.8% | 136 | $11K |
| Holos Integrated Wealth LLC | 0.01% | No change | 137 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | New | 136 | $11K |
| Orion Capital Management LLC | 0.00% | Reduce -94.7% | 134 | $11K |
| Wayfinding Financial, LLC | 0.00% | New | 136 | $10K |
| Bellwether Advisors, LLC | 0.00% | No change | 125 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 115 | $9K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -66.7% | 104 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 104 | $8K |
| Luminist Capital LLC | 0.01% | Reduce -6.8% | 96 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -69.7% | 94 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 93 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 92 | $7K |
| Colonial Trust Advisors | 0.00% | Reduce -80.2% | 89 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 87 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.3% | 78 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 68 | $5K |
| Rise Advisors, LLC | 0.00% | Reduce -60.1% | 67 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 61 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 57 | $5K |
| Legacy Bridge, LLC | 0.00% | New | 50 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 48 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 45 | $4K |
| Archer Investment Corp | 0.00% | No change | 41 | $3K |
| Davis Capital Management | 0.00% | Reduce -32.6% | 31 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 30 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $2K |
| LRI Investments, LLC | 0.00% | Reduce -91.2% | 20 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| Hara Capital LLC | 0.00% | No change | 15 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $1K |
| PSI Advisors, LLC | 0.00% | Reduce -90.2% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $948 |
| Atala Financial Inc | 0.00% | No change | 10 | $789 |
| New Millennium Group LLC | 0.00% | No change | 8 | $595 |
| Clear Investment Research, LLC | 0.00% | No change | 6 | $474 |
| REAP Financial Group, LLC | 0.00% | Reduce -88.2% | 4 | $316 |
| Values First Advisors, Inc. | 0.00% | No change | 2 | $166 |
| Cheviot Value Management, LLC | 0.00% | New | 2 | $157 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $111 |
| Darwin Wealth Management, LLC | 0.00% | No change | 1 | $82 |
| BNP Paribas | 0.00% | No change | 1 | $79 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is VCSH's weight in each manager's 13F, not the share of Vanguard S/T Corp. Bond ETF the manager owns.