Vanguard Intermediate-Term TVGITETF
13F holders, Q2 2026 (June 30)981holders +19
90new positions
70sold out
6famous investors
$58.86avg. 13F price*
At the end of Q2 2026, 981 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 19 from Q1 2026. 90 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($5.2B), JPMorgan Chase & Co. ($4.6B) and Empower Advisory Group, LLC ($1.5B). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Intermediate-Term T
- CUSIP
- 92206C706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $139.1M |
| Exits | 70 | $397.1M |
All 13F filers, Q1 2026 → Q2 2026: 55,448,726 shares bought and 30,686,798 shares sold, net +24,761,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 981 holders
| Bank of America Corp. | 0.34% | Add +6.5% | 88,414,545 | $5.2B |
| JPMorgan Chase & Co. | 0.27% | Reduce -8.4% | 78,539,160 | $4.6B |
| Empower Advisory Group, LLC | 3.60% | Add +8.3% | 25,562,812 | $1.5B |
| Morgan Stanley | 0.07% | Add +2.2% | 23,677,846 | $1.4B |
| Creative Planning | 0.72% | Add +9.4% | 21,003,636 | $1.2B |
| SCS Capital Management LLC | 11.15% | Add +4.0% | 20,007,805 | $1.2B |
| Focus Partners Wealth | 0.92% | Add +9.5% | 15,151,246 | $893.6M |
| UBS Group AG | 0.13% | Add +40.5% | 14,305,631 | $843.7M |
| Alliancebernstein L.P. | 0.20% | Add +169624.0% | 9,900,000 | $589.5M |
| Focus Partners Advisor Solutions, LLC | 4.80% | Add +21.0% | 9,601,130 | $566.3M |
| Nepc LLC | 9.33% | Add +4.2% | 8,475,832 | $499.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +15.1% | 6,689,898 | $394.6M |
| Maseco LLP | 11.06% | Add +2.8% | 6,671,234 | $393.4M |
| Ameriprise Financial Inc. | 0.08% | Add +19.4% | 6,617,220 | $388.6M |
| Blue Trust, Inc. | 4.04% | Reduce -9.7% | 6,536,465 | $385.5M |
| Savant Capital, LLC | 1.13% | Add +9.6% | 6,509,112 | $384.2M |
| Cambridge Associates LLC /Ma/ | 5.39% | Add +3.4% | 6,332,861 | $373.5M |
| Cerity Partners LLC | 0.37% | Add +7.9% | 5,162,594 | $304.5M |
| Wells Fargo & Company | 0.05% | Add +9.0% | 4,972,430 | $293.3M |
| Wit, LLC | 4.62% | Add +5839.8% | 4,902,356 | $289.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.25% | Add +6.7% | 4,196,999 | $247.5M |
| FMR LLC | 0.01% | Reduce -7.6% | 3,794,788 | $223.8M |
| Valmark Advisers, Inc. | 2.24% | Add +13.7% | 3,566,775 | $210.4M |
| Manning & Napier Advisors LLC | 2.54% | Add +383.9% | 3,352,042 | $198.3M |
| Fisher Asset Management | 0.06% | Reduce -0.6% | 3,347,771 | $197.5M |
| Raymond James Financial Inc. | 0.05% | Add +2.8% | 3,338,006 | $196.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -2.1% | 3,279,242 | $193.4M |
| LPL Financial LLC | 0.04% | Add +13.5% | 3,093,781 | $182.5M |
| Foster Group, Inc. | 4.40% | Add +5.6% | 2,804,026 | $165.4M |
| Strategic Financial Services, Inc. | 7.23% | Add +3.5% | 2,797,607 | $165.0M |
| Acropolis Investment Management, LLC | 6.41% | Add +27.5% | 2,756,549 | $162.6M |
| Corient Private Wealth LP | 0.21% | Reduce -39.4% | 2,546,562 | $150.6M |
| Bangor Savings Bank | 9.96% | Add +8.0% | 2,296,384 | $135.4M |
| Royal Bank of Canada | 0.02% | Add +5.0% | 1,936,951 | $114.2M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +1.9% | 1,948,930 | $114.1M |
| First Interstate Bank | 5.93% | Add +7.1% | 1,927,652 | $113.7M |
| Kestra Investment Management, LLC | 2.17% | Reduce -36.7% | 1,895,511 | $111.8M |
| Cetera Investment Advisers | 0.10% | Add +7.0% | 1,813,821 | $107.0M |
| Valeo Financial Advisors, LLC | 1.97% | Reduce -12.8% | 1,734,316 | $93.3M |
| Perigon Wealth Management, LLC | 1.47% | Reduce -4.1% | 1,578,346 | $93.1M |
| Atria Investments, Inc | 0.93% | Add +5.2% | 1,572,298 | $92.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 1,543,283 | $91.0M |
| Burney Co./ | 2.42% | Add +11.0% | 1,522,975 | $89.8M |
| Badgley Phelps Wealth Managers, LLC | 1.54% | Add +1.8% | 1,489,697 | $87.9M |
| Modern Wealth Management, LLC | 1.01% | Add +286.1% | 1,439,692 | $84.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -7.7% | 1,374,152 | $81.0M |
| Sand Hill Global Advisors, LLC | 2.42% | Add +7.1% | 1,360,880 | $80.3M |
| Miller Investment Management, LP | 7.01% | Reduce -1.9% | 1,300,506 | $76.7M |
| Hanson & Doremus Investment Management | 7.73% | Add +8.9% | 1,288,716 | $76.0M |
| Retirement Systems of Alabama | 0.23% | No change | 1,275,570 | $75.2M |
| Penserra Capital Management LLC | 0.56% | Add +30.2% | 1,230,388 | $72.6M |
| Cliffwater LLC | 17.63% | Add +55.5% | 1,200,527 | $70.8M |
| Cardinal Point Capital Management ULC | 3.96% | Add +4.0% | 1,186,491 | $70.0M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +38.3% | 1,186,483 | $70.0M |
| Northwest Wealth Management, LLC | 9.18% | Add +13.5% | 1,180,006 | $69.6M |
| Libra Wealth LLC | 16.47% | Add +0.6% | 1,092,189 | $64.4M |
| RiverFront Investment Group, LLC | 0.83% | Add +0.6% | 1,067,286 | $62.9M |
| Tanglewood Wealth Management, Inc. | 5.15% | Reduce -19.9% | 1,026,225 | $60.5M |
| Apollon Wealth Management, LLC | 0.72% | Add +8.7% | 997,614 | $58.8M |
| Cape Cod Five Cents Savings Bank | 4.76% | — | 992,735 | $58.6M |
| Truist Financial Corp. | 0.07% | Add +4.5% | 987,030 | $58.2M |
| Brandywine Oak Private Wealth LLC | 4.36% | Add +7.1% | 974,352 | $57.5M |
| Klaas Financial Asset Advisors, LLC | 6.92% | Add +9.2% | 942,378 | $55.6M |
| Vident Advisory, LLC | 0.40% | Add +22.0% | 917,662 | $54.1M |
| Citigroup Inc. | 0.03% | Reduce -39.7% | 911,958 | $53.8M |
| Vanguard Advisers Inc. | 0.18% | Add +12.5% | 908,764 | $53.6M |
| Opus Capital Group, LLC | 5.18% | Add +7.0% | 906,409 | $53.5M |
| Oakworth Capital, Inc. | 2.38% | Add +6.4% | 851,504 | $50.1M |
| BlueSky Wealth Advisors, LLC | 5.75% | Add +7.8% | 842,326 | $49.7M |
| Lazard Asset Management LLC | 0.07% | Add +14.3% | 814,571 | $48.0M |
| Kathmere Capital Management, LLC | 2.51% | Add +11.5% | 799,263 | $47.1M |
| Summit Trail Advisors, LLC | 0.58% | Reduce -2.3% | 785,893 | $46.4M |
| Nova R Wealth, Inc. | 13.38% | Add +14.9% | 777,537 | $45.9M |
| Sage Mountain Advisors LLC | 2.82% | Add +8.8% | 776,955 | $45.8M |
| Osaic Holdings, Inc. | 0.05% | Add +19.1% | 776,899 | $45.8M |
| Coldstream Capital Management Inc. | 0.58% | Reduce -46.0% | 773,476 | $45.6M |
| Creative Financial Designs Inc. | 2.17% | Add +8.6% | 772,897 | $45.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +0.4% | 764,919 | $45.1M |
| Johnson Investment Counsel Inc. | 0.32% | Add +3.0% | 748,612 | $44.2M |
| Captrust Financial Advisors | 0.07% | Reduce -4.2% | 731,329 | $43.1M |
| Jackson Thornton Wealth Management, LLC | 3.38% | Add +7.0% | 723,935 | $42.7M |
| Portland Global Advisors LLC | 3.90% | Add +4.1% | 695,107 | $41.0M |
| MilWealth Group LLC | 8.64% | Add +8.1% | 686,632 | $40.5M |
| Partners Capital Investment Group, LLP | 1.40% | Add +3.2% | 673,161 | $39.7M |
| Albion Financial Group | 2.29% | Add +5.3% | 670,080 | $39.5M |
| Jones Financial Companies LLLP | 0.02% | Add +17.2% | 664,050 | $39.3M |
| Secure Asset Management, LLC | 5.51% | Add +6.9% | 664,284 | $39.2M |
| Cypress Financial Planning LLC | 9.48% | Add +7.2% | 655,795 | $38.7M |
| Master's Wealth Management Inc. | 11.54% | Add +5.8% | 649,981 | $38.3M |
| BSW Wealth Partners | 4.10% | Add +12.6% | 625,686 | $36.9M |
| Assetmark, Inc. | 0.06% | Reduce -9.6% | 621,416 | $36.7M |
| Dakota Wealth Management | 0.69% | Add +21.4% | 612,868 | $36.1M |
| Towneley Capital Management, Inc / DE | 7.03% | Add +1.5% | 607,217 | $35.8M |
| Evergreen Advisors, LLC | 7.57% | Add +3.6% | 601,308 | $35.5M |
| Permanent Capital Management, LP | 4.75% | Add +0.8% | 600,884 | $35.4M |
| Pathway Financial Advisors LLC | 4.10% | Add +9.4% | 597,935 | $35.2M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -11.8% | 588,188 | $34.7M |
| Emprise Bank | 12.52% | Reduce -2.1% | 576,131 | $34.0M |
| MAI Capital Management | 0.13% | Add +94.5% | 575,908 | $34.0M |
| Birchbrook, Inc. | 15.81% | Reduce -2.6% | 571,005 | $33.7M |
| Flputnam Investment Management Co. | 0.39% | Add +2.4% | 556,923 | $32.8M |
| GLOBALT Investments LLC / GA | 1.10% | Reduce -2.4% | 555,123 | $32.7M |
| Private Advisor Group, LLC | 0.15% | Reduce -22.4% | 544,151 | $32.1M |
| Vise Technologies, Inc. | 0.36% | Add +12.0% | 532,352 | $31.4M |
| Roundview Capital LLC | 1.71% | Add +6.0% | 530,707 | $31.3M |
| Proffitt & Goodson Inc. | 4.30% | Add +23.4% | 529,624 | $31.2M |
| Mather Group, Llc. | 0.27% | Reduce -0.1% | 520,070 | $30.7M |
| AE Wealth Management LLC | 0.14% | Reduce -5.7% | 513,682 | $30.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.1% | 508,860 | $30.0M |
| Earned Wealth Advisors, LLC | 1.91% | Add +8.2% | 502,096 | $29.6M |
| Foundations Investment Advisors, LLC | 0.30% | Add +12.1% | 502,082 | $29.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -1.1% | 500,299 | $29.5M |
| Kondo Wealth Advisors, Inc. | 9.79% | Add +6.7% | 496,479 | $29.3M |
| New York Life Investment Management LLC | 0.20% | Add +26.0% | 490,490 | $28.9M |
| 3EDGE Asset Management, LP | 1.29% | Reduce -3.8% | 489,605 | $28.9M |
| Procyon Advisors, LLC | 1.24% | Add +11.4% | 488,912 | $28.8M |
| Smartleaf Asset Management LLC | 0.94% | No change | 486,707 | $28.8M |
| Ami Investment Management Inc. | 6.07% | Add +11.4% | 484,140 | $28.6M |
| EP Wealth Advisors, LLC | 0.11% | Add +1201.4% | 482,241 | $28.4M |
| Mariner, LLC | 0.03% | Add +0.1% | 475,864 | $28.1M |
| RKL Wealth Management LLC | 2.23% | Add +2.5% | 473,445 | $27.9M |
| Diversify Advisory Services, LLC | 0.47% | New | 476,333 | $27.8M |
| Diversify Wealth Management, LLC | 0.47% | Add +14.8% | 476,333 | $27.8M |
| Arista Wealth Management, LLC | 2.98% | Add +4.6% | 467,858 | $27.6M |
| BlackRock, Inc. | 0.00% | Reduce -18.5% | 467,058 | $27.5M |
| Old National Bancorp | 0.55% | Add +11.6% | 464,632 | $27.4M |
| 25 LLC | 7.36% | Add +6.0% | 455,811 | $26.9M |
| Traphagen Investment Advisors LLC | 1.86% | Add +1.9% | 441,994 | $26.1M |
| Beacon Bank & Trust | 4.95% | Add +1.5% | 440,147 | $26.0M |
| Kensington Asset Management, LLC | 1.40% | Add +61.4% | 435,894 | $25.7M |
| Jordan Park Group LLC | 1.29% | Reduce -41.7% | 430,584 | $25.4M |
| 1834 Investment Advisors Co. | 2.81% | Add +9.9% | 421,015 | $24.8M |
| Private Wealth Management Group, LLC | 5.65% | Add +3.3% | 412,992 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +4.4% | 410,947 | $24.2M |
| Mascoma Wealth Management LLC | 4.43% | Add +12.1% | 404,935 | $23.9M |
| Baird Financial Group, Inc. | 0.03% | Add +12.1% | 400,131 | $23.6M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -15.0% | 394,346 | $23.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +0.0% | 382,849 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.5% | 381,850 | $22.5M |
| DORVAL Corp | 6.45% | Add +3.0% | 380,281 | $22.4M |
| Whelan Financial | 6.00% | Add +4.9% | 373,581 | $22.0M |
| United Wealth Management, LLC | 4.87% | Add +0.3% | 366,726 | $21.6M |
| Gleason Group, Inc. | 1.88% | Reduce -11.2% | 366,110 | $21.6M |
| Hilton Capital Management, LLC | 1.48% | Reduce -25.4% | 365,446 | $21.6M |
| Mayport, LLC | 3.31% | Add +8.8% | 361,424 | $21.3M |
| Quattro Financial Advisors LLC | 4.50% | Add +274.1% | 356,884 | $21.0M |
| Brady Martz Wealth Solutions, LLC | 3.08% | Add +4.4% | 345,954 | $20.4M |
| Roth Financial Partners LLC | 5.86% | Add +18.0% | 334,148 | $19.7M |
| Net Worth Advisory Group | 4.92% | Add +29.1% | 330,825 | $19.5M |
| Family Wealth Partners, LLC | 5.90% | Add +4.8% | 326,090 | $19.2M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -1.8% | 322,771 | $19.0M |
| Rialto Wealth Management, LLC | 3.75% | Reduce -2.5% | 320,863 | $18.9M |
| Morling Financial Advisors, LLC | 5.26% | Add +2.0% | 320,043 | $18.9M |
| Tortoise Investment Management, LLC | 1.40% | Add +12.6% | 319,219 | $18.8M |
| Roble, Belko & Company, Inc | 2.03% | Reduce -1.1% | 318,766 | $18.8M |
| WBH Advisory Inc. | 1.26% | Reduce -15.6% | 318,063 | $18.8M |
| Arbor Wealth Management LLC\AZ | 16.55% | Add +2.3% | 315,769 | $18.6M |
| Bank of Montreal | 0.01% | Add +12.1% | 315,717 | $18.6M |
| Souders Financial Advisors | 1.86% | Add +66.8% | 314,204 | $18.5M |
| Hassell Wealth Management, LLC | 5.62% | Add +2.4% | 313,156 | $18.3M |
| Lowe Brockenbrough & Co. Inc. | 0.81% | Add +2.3% | 308,356 | $18.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -24.6% | 306,550 | $18.0M |
| AQR Capital Management | 0.01% | Add +15.4% | 301,191 | $17.8M |
| R. W. Roge & Company, Inc. | 7.49% | Add +4.7% | 299,214 | $17.6M |
| Aurdan Capital Management, LLC | 4.46% | Add +6.3% | 298,048 | $17.6M |
| Capital Investment Services of America, Inc. | 1.71% | Add +0.3% | 296,578 | $17.5M |
| Montag A & Associates Inc. | 0.72% | Reduce -47.1% | 287,897 | $17.0M |
| Longview Financial Advisors LLC | 8.37% | Add +4.2% | 287,129 | $16.9M |
| Kings Path Partners LLC | 4.46% | Add +23.3% | 284,280 | $16.8M |
| Friday Financial | 4.44% | Add +26.3% | 282,864 | $16.6M |
| Park Avenue Securities LLC | 0.10% | Add +24.9% | 277,019 | $16.3M |
| OneAscent Investment Solutions LLC | 15.27% | Add +1.9% | 273,482 | $16.1M |
| Vernal Point Advisors, LLC | 5.43% | Add +18.1% | 272,570 | $16.1M |
| Salomon & Ludwin, LLC | 1.30% | Add +3.6% | 269,897 | $15.8M |
| Midland Wealth Advisors, LLC | 0.74% | Reduce -22.7% | 268,603 | $15.8M |
| Aerodigm Wealth, LLC | 5.33% | Add +4.2% | 266,914 | $15.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +15.6% | 266,511 | $15.7M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -6.2% | 262,929 | $15.5M |
| Peirce Capital Management, LLC | 5.67% | Reduce -1.4% | 262,383 | $15.5M |
| Baldwin Wealth Partners LLC | 0.99% | Add +1.8% | 257,240 | $15.2M |
| Howe & Rusling Inc. | 0.88% | Add +11.8% | 256,842 | $15.1M |
| Brown Advisory Inc. | 0.02% | Add +6.3% | 256,575 | $15.1M |
| CFS Investment Advisory Services, LLC | 1.01% | Add +34.6% | 257,190 | $15.1M |
| Squire Investment Management Company, LLC | 3.64% | Add +6.9% | 256,311 | $15.1M |
| MainStreet Investment Advisors LLC | 2.03% | Add +5.4% | 252,978 | $14.9M |
| OneAscent Financial Services LLC | 0.71% | Reduce -39.1% | 250,582 | $14.8M |
| EverSource Wealth Advisors, LLC | 0.49% | Reduce -7.1% | 247,096 | $14.6M |
| Wealth Analytics Partners, LLC | 5.27% | Add +3.6% | 248,106 | $14.5M |
| Newport Capital Group, LLC | 8.11% | Add +12.8% | 244,928 | $14.4M |
| Security Financial Services, INC. | 1.99% | Add +71.0% | 243,212 | $14.3M |
| Financial Advisory Partners, LLC | 3.74% | Add +7.2% | 242,809 | $14.3M |
| Seaside Wealth Management, Inc. | 3.48% | Add +9.8% | 238,993 | $14.1M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Reduce -0.9% | 236,216 | $13.9M |
| Beverly Hills Private Wealth, LLC | 2.71% | Add +19.2% | 236,197 | $13.9M |
| Staley Capital Advisers Inc. | 0.54% | Add +0.7% | 233,381 | $13.8M |
| Croban | 6.02% | Add +1.5% | 231,680 | $13.7M |
| MML Investors Services, LLC | 0.03% | Add +34.1% | 229,545 | $13.5M |
| Fifth Third Bancorp | 0.02% | Reduce -41.5% | 228,956 | $13.5M |
| Silverleafe Capital Partners, LLC | 3.65% | New | 226,787 | $13.4M |
| Elevate Wealth Advisory, Inc. | 7.36% | Add +8.2% | 218,445 | $12.9M |
| Sharp Wealth Advisory, LLC | 5.94% | Add +4.8% | 217,275 | $12.8M |
| Aspirean Wealth, LLC | 11.85% | Add +11.9% | 216,086 | $12.7M |
| HMV Wealth Advisors, LLC | 4.95% | Add +10.5% | 215,518 | $12.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.2% | 215,342 | $12.7M |
| HBE Wealth Management, LLC | 9.04% | Add +6.5% | 213,462 | $12.6M |
| Noble Wealth Partners LLC | 10.79% | — | 210,630 | $12.4M |
| Rogco, LP | 3.77% | Add +5.2% | 209,038 | $12.3M |
| Garde Capital, Inc. | 0.54% | Add +3.6% | 205,494 | $12.1M |
| Marion Wealth Management | 2.44% | Add +16.0% | 203,139 | $12.0M |
| Financial Architects, LLC | 5.65% | Add +3.9% | 199,845 | $11.8M |
| Integrated Wealth Concepts LLC | 0.07% | Add +13.5% | 193,960 | $11.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.4% | 187,843 | $11.1M |
| Five Pine Wealth Management | 6.18% | Add +8.5% | 185,298 | $10.9M |
| Websterrogers Financial Advisors, LLC | 2.76% | Add +12.1% | 182,835 | $10.8M |
| Founders Grove Wealth Partners, LLC | 2.14% | Add +7.3% | 181,965 | $10.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +3.8% | 181,517 | $10.7M |
| Providence First Trust Co | 2.99% | Reduce -0.3% | 181,161 | $10.7M |
| SimpliFi, Inc. | 4.18% | Add +1.6% | 179,233 | $10.6M |
| Hughes Financial Services, LLC | 1.40% | New | 179,076 | $10.6M |
| Hurley Capital, LLC | 5.43% | Add +1.1% | 177,819 | $10.5M |
| Middleton & Co. Inc. | 1.11% | Add +3.6% | 177,764 | $10.5M |
| Power Wealth Management LLC | 3.60% | Add +1.7% | 177,546 | $10.5M |
| TRB Wealth Management, LLC | 1.39% | Add +4.8% | 177,521 | $10.5M |
| Cambria Investment Management, L.P. | 0.52% | Add +2.8% | 177,540 | $10.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.69% | Add +3.2% | 174,652 | $10.3M |
| CogentBlue Wealth Advisors, LLC | 5.86% | Add +4.6% | 173,475 | $10.2M |
| Sax Wealth Advisors, LLC | 0.41% | New | 169,875 | $10.1M |
| Brickley Wealth Management | 1.45% | Add +7.9% | 171,031 | $10.1M |
| Prism Planning Partners LLC | 10.55% | Add +5.0% | 169,001 | $10.0M |
| Shufro Rose & Co. LLC | 0.57% | Add +10.5% | 168,805 | $10.0M |
| Shotwell Rutter Baer Inc | 5.40% | Add +2.7% | 166,625 | $9.8M |
| Renaissance Technologies | 0.01% | Add +71.9% | 165,000 | $9.7M |
| Belleair Asset Management, LLC | 8.08% | Add +0.7% | 162,790 | $9.6M |
| Capital Investment Advisors, LLC | 0.13% | New | 161,013 | $9.5M |
| Poinciana Advisors Group, LLC | 6.83% | Add +5.0% | 156,096 | $9.2M |
| Tillman Hartley LLC | 2.06% | Add +11.5% | 155,710 | $9.2M |
| Sellwood Investment Partners LLC | 3.23% | Reduce -2.8% | 155,266 | $9.2M |
| NewEdge Advisors, LLC | 0.03% | Add +18.0% | 155,081 | $9.1M |
| Archford Capital Strategies, LLC | 0.92% | Add +1.7% | 153,666 | $9.1M |
| Dynamic Wealth Strategies, LLC | 4.82% | Add +2.0% | 153,434 | $9.0M |
| Summitas Investment Management LLC | 6.72% | Reduce -13.3% | 153,310 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.5% | 149,712 | $8.8M |
| Marietta Wealth Management, LLC | 0.91% | Add +9.1% | 149,448 | $8.8M |
| AdvisorNet Financial, Inc | 0.39% | Add +6.2% | 146,365 | $8.6M |
| Northern Trust Corp. | 0.00% | Add +14.8% | 145,996 | $8.6M |
| Altiora Financial Group, LLC | 1.35% | Add +29.7% | 145,256 | $8.6M |
| Cravens & Co Advisors, LLC | 5.74% | Reduce -13.2% | 144,895 | $8.5M |
| Addison Advisors LLC | 4.03% | Reduce -57.4% | 144,585 | $8.5M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +1.7% | 140,399 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.0% | 138,300 | $8.2M |
| Private Advisory Group LLC | 0.45% | New | 135,920 | $8.0M |
| Advisory Solutions Group, LLC | 2.73% | — | 135,285 | $8.0M |
| &partners | 0.03% | Add +6.0% | 133,732 | $7.9M |
| NewEdge Wealth, LLC | 0.08% | Reduce -7.6% | 131,880 | $7.8M |
| CWC Advisors, LLC. | 3.27% | Add +0.7% | 125,048 | $7.4M |
| Integrated Advisors Network LLC | 0.34% | Add +7.7% | 124,028 | $7.3M |
| Regions Financial Corp. | 0.04% | Reduce -0.9% | 123,496 | $7.3M |
| Ranch Capital Advisors Inc. | 2.30% | Add +8.7% | 123,116 | $7.3M |
| Ackerman Capital Advisors, LLC | 1.45% | Reduce -1.0% | 122,207 | $7.2M |
| DWM Financial Group, Inc. | 6.42% | — | 120,240 | $7.2M |
| BluePrint Investing LLC | 6.03% | Reduce -1.9% | 121,507 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +0.8% | 119,204 | $7.0M |
| Professional Financial Management, Inc. | 7.13% | New | 119,119 | $7.0M |
| Claris Advisors, LLC / Mo / | 1.82% | Add +30.5% | 118,021 | $7.0M |
| PYA Waltman Capital, LLC | 1.65% | Add +11.4% | 117,824 | $6.9M |
| Brucke Financial, Inc. | 3.08% | Add +5.1% | 117,341 | $6.9M |
| Constellation Investments, Inc. | 0.21% | Reduce -16.9% | 115,509 | $6.8M |
| Kaufman Rossin Wealth, LLC | 3.22% | Add +19.5% | 115,788 | $6.8M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Reduce -98.2% | 113,746 | $6.7M |
| ATX Financial Planning, LLC | 4.43% | Reduce -16.7% | 113,411 | $6.7M |
| Capstone Wealth Management, LLC | 3.06% | Add +19.0% | 111,806 | $6.6M |
| OMNI 360 Wealth, Inc. | 3.04% | Reduce -0.8% | 111,489 | $6.6M |
| SageView Advisory Group, LLC | 0.22% | Add +716.4% | 111,330 | $6.6M |
| Buska Wealth Management, LLC | 2.36% | Reduce -4.9% | 110,787 | $6.5M |
| Fermata Advisors, LLC | 1.30% | Reduce -1.5% | 108,715 | $6.4M |
| Pathstone Holdings, LLC | 0.02% | Add +99.2% | 107,526 | $6.3M |
| Dopkins Wealth Management, LLC | 2.27% | Add +9.9% | 105,994 | $6.3M |
| Allworth Financial LP | 0.03% | Reduce -20.2% | 105,738 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.8% | 105,501 | $6.2M |
| Axos Invest Inc. | 4.55% | Reduce -7.9% | 105,408 | $6.2M |
| JDH Wealth Management, LLC | 3.76% | Add +8.0% | 104,682 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +21.1% | 103,384 | $6.1M |
| SMART Wealth LLC | 1.29% | Add +49.6% | 101,787 | $6.0M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +100.6% | 101,751 | $6.0M |
| Bryn Mawr Trust Advisors, LLC | 0.26% | Add +12.2% | 101,419 | $6.0M |
| Burkett Financial Services, LLC | 1.87% | Add +3.9% | 101,153 | $6.0M |
| Main Street Financial Solutions, LLC | 0.38% | New | 99,922 | $5.9M |
| Harbour Investments, Inc. | 0.08% | Add +6.2% | 99,437 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Add +6.7% | 98,826 | $5.8M |
| Vistica Wealth Advisors, LLC | 5.00% | Add +15.5% | 98,009 | $5.8M |
| Merit Financial Group, LLC | 0.04% | Add +37.4% | 98,008 | $5.8M |
| Stifel Financial Corp. | 0.00% | Add +16.5% | 97,063 | $5.7M |
| Pure Financial Advisors, LLC | 0.07% | Add +19.9% | 96,739 | $5.7M |
| Keb Asset Management, LLC | 0.92% | Add +38.2% | 95,960 | $5.7M |
| Principal Securities, Inc. | 0.07% | Add +3.3% | 95,176 | $5.6M |
| Harvest Portfolios Group Inc. | 0.08% | Reduce -25.7% | 95,157 | $5.6M |
| Peoples Bank | 2.88% | Reduce -2.5% | 95,094 | $5.6M |
| CreativeOne Wealth, LLC | 0.12% | Add +60.5% | 94,943 | $5.6M |
| Evermay Wealth Management LLC | 0.57% | Add +444.0% | 93,651 | $5.5M |
| Americana Partners, LLC | 0.12% | Add +429.7% | 93,290 | $5.5M |
| Montecito Bank & Trust | 0.82% | Reduce -8.0% | 93,199 | $5.5M |
| Hexagon Capital Partners LLC | 0.77% | Add +3.7% | 93,050 | $5.5M |
| Plan A Wealth LLC | 2.33% | Add +13.2% | 92,971 | $5.5M |
| Smithfield Trust Co | 0.22% | Add +4.5% | 92,642 | $5.5M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -9.8% | 92,102 | $5.4M |
| Downshift Financial, LLC | 2.45% | Reduce -17.4% | 91,481 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Add +178.2% | 91,168 | $5.4M |
| Gotham Asset Management | 0.01% | No change | 89,882 | $5.3M |
| Alhambra Investment Management LLC | 2.31% | Add +23.0% | 89,590 | $5.3M |
| Cornerstone Financial Management LLC | 4.15% | Reduce -2.1% | 87,675 | $5.2M |
| Curi Capital, LLC | 0.08% | Add +7.5% | 87,150 | $5.1M |
| Vertex Investment Solutions Co., Ltd. | 3.47% | Add +6.2% | 86,800 | $5.1M |
| Braun-Bostich & Associates Inc. | 2.87% | Add +11.0% | 87,050 | $5.1M |
| RFG Advisory, LLC | 0.08% | Reduce -21.3% | 86,975 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.7% | 86,505 | $5.1M |
| Stableford Capital II LLC | 1.76% | Reduce -28.6% | 86,350 | $5.1M |
| Core Wealth Advisors, LLC | 3.74% | Add +9.1% | 86,052 | $5.1M |
| Prime Buchholz LLC | 1.83% | Add +23.5% | 85,992 | $5.1M |
| CVS HEALTH Corp | 2.23% | No change | 85,000 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +8.8% | 84,552 | $5.0M |
| Blume Capital Management, Inc. | 0.73% | Add +4.3% | 84,004 | $5.0M |
| Minot DeBlois Advisors LLC | 4.22% | Reduce -2.6% | 83,380 | $4.9M |
| Advisory Services Network, LLC | 0.05% | Add +13.1% | 81,139 | $4.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.60% | Reduce -17.8% | 80,295 | $4.7M |
| BIP Wealth, LLC | 0.13% | Add +396.6% | 79,308 | $4.7M |
| Hara Capital LLC | 2.46% | Reduce -5.5% | 79,120 | $4.7M |
| Mgo One Seven LLC | 0.08% | Add +4.1% | 79,080 | $4.7M |
| CacheTech Inc. | 0.75% | Reduce -49.0% | 78,552 | $4.6M |
| LifePlan Financial, LLC | 3.23% | Add +2.1% | 78,244 | $4.6M |
| Hickory Point Bank & Trust | 2.77% | Add +9.6% | 77,371 | $4.6M |
| Checchi Capital Advisers, LLC | 0.29% | Reduce -3.6% | 77,074 | $4.5M |
| Foster Victor Wealth Advisors, LLC | 0.24% | Add +15.0% | 77,481 | $4.5M |
| Apella Capital, LLC | 0.06% | Reduce -18.7% | 77,093 | $4.5M |
| Wealthspire Advisors, LLC | 0.02% | New | 76,117 | $4.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.63% | Add +1.1% | 75,445 | $4.4M |
| TD Private Client Wealth LLC | 0.08% | Add +2.9% | 74,948 | $4.4M |
| Impact Investors, Inc | 3.22% | Reduce -11.5% | 74,691 | $4.4M |
| Greenspring Advisors, LLC | 0.24% | Add +5.0% | 73,858 | $4.4M |
| Nicolet Bankshares Inc. | 0.14% | Add +3.0% | 73,044 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +5.8% | 72,626 | $4.3M |
| Auour Investments LLC | 1.22% | Add +2.0% | 72,206 | $4.3M |
| Aureum Wealth Management, LLC | 2.64% | New | 72,171 | $4.3M |
| Independent Advisor Alliance | 0.10% | Add +5.1% | 71,922 | $4.2M |
| Balance Wealth Partners LLC | 1.12% | Add +0.7% | 71,261 | $4.2M |
| Betterment LLC | 0.01% | Add +3.2% | 70,797 | $4.2M |
| St Germain D J Co. Inc. | 0.15% | Add +52.9% | 70,746 | $4.2M |
| AlTi Global, Inc. | 0.09% | No change | 70,679 | $4.2M |
| Adams Wealth Management | 0.80% | Reduce -50.2% | 70,398 | $4.2M |
| Morningstar Investment Management LLC | 0.25% | No change | 68,544 | $4.1M |
| Simplicity Wealth,LLC | 0.14% | Reduce -10.9% | 68,949 | $4.1M |
| RB Capital Management, LLC | 0.82% | Add +4.2% | 68,285 | $4.0M |
| GenTrust, LLC | 0.15% | Reduce -0.4% | 68,095 | $4.0M |
| Genesis Private Wealth, LLC | 1.13% | Add +4.0% | 67,887 | $4.0M |
| Baker Tilly Wealth Management, LLC | 0.86% | Reduce -1.9% | 67,876 | $4.0M |
| Towne Trust Company, N.A | 1.21% | Add +24.6% | 67,450 | $4.0M |
| StrongBox Wealth, LLC | 1.13% | Reduce -4.5% | 67,206 | $4.0M |
| Resonant Capital Advisors, LLC | 0.19% | Add +16.3% | 66,872 | $3.9M |
| Leavell Investment Management, Inc. | 0.14% | Add +0.1% | 66,645 | $3.9M |
| Mittelman Wealth Management | 2.57% | Reduce -74.6% | 12,682 | $3.9M |
| First Pacific Financial | 0.46% | Reduce -2.1% | 65,768 | $3.9M |
| First American Trust, FSB | 0.23% | Add +22.1% | 65,210 | $3.8M |
| Foster & Motley Inc. | 0.18% | Reduce -2.2% | 65,152 | $3.8M |
| WESCAP Management Group, Inc. | 0.71% | Add +2.9% | 64,870 | $3.8M |
| M&T Bank Corp | 0.01% | Add +7.4% | 64,792 | $3.8M |
| Wedmont Private Capital | 0.10% | Reduce -2.0% | 64,284 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +10.6% | 63,474 | $3.7M |
| Baker Boyer National Bank | 1.01% | No change | 62,299 | $3.7M |
| JT Stratford LLC | 0.39% | Add +3.2% | 60,803 | $3.6M |
| Ifrah Financial Services, Inc. | 0.87% | Add +160.2% | 60,133 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -3.0% | 59,363 | $3.5M |
| Strategic Investment Solutions, Inc. | 0.80% | Reduce -20.9% | 59,352 | $3.5M |
| Nilsine Partners, LLC | 0.24% | Add +3.0% | 58,513 | $3.5M |
| Tandem Investment Partners LLC | 2.65% | Add +7.7% | 58,344 | $3.4M |
| Lauterbach Financial Advisors, LLC | 1.47% | Add +18.6% | 57,888 | $3.4M |
| Mechanics Financial Corp | 1.21% | Add +14.4% | 57,303 | $3.4M |
| Sowell Financial Services LLC | 0.11% | Add +15.8% | 56,703 | $3.3M |
| Northwestern University | 5.26% | New | 56,491 | $3.3M |
| Human Investing LLC | 0.43% | Add +2.6% | 56,306 | $3.3M |
| Hikari Tsushin, Inc. | 0.22% | No change | 54,954 | $3.2M |
| LFA - Lugano Financial Advisors SA | 1.95% | Add +1.0% | 55,931 | $3.2M |
| GMO | 0.01% | Add +18.0% | 54,614 | $3.2M |
| Bull Street Advisors, LLC | 1.47% | Add +2.5% | 54,424 | $3.2M |
| iA Global Asset Management Inc. | 0.04% | New | 54,408 | $3.2M |
| Bragg Financial Advisors, Inc | 0.09% | Add +4.1% | 54,048 | $3.2M |
| Meitav Investment House Ltd. | 0.02% | Add +225.7% | 54,057 | $3.2M |
| Cogent Strategic Wealth LLC | 3.00% | Add +1.2% | 53,371 | $3.1M |
| James Investment Research, Inc. | 0.32% | Reduce -1.1% | 53,260 | $3.1M |
| D.B. Root & Company, LLC | 0.67% | Add +14.3% | 53,168 | $3.1M |
| Hunter Associates Investment Management LLC | 0.36% | Add +6.0% | 52,802 | $3.1M |
| Evergreen Wealth Partners LLC | 1.87% | Reduce -22.1% | 52,701 | $3.1M |
| Estate Counselors, LLC | 0.27% | Add +187.3% | 52,410 | $3.1M |
| Cornerstone Wealth Advisors, Inc. | 0.64% | Add +5.3% | 51,992 | $3.1M |
| OneAscent Wealth Management LLC | 0.90% | Reduce -20.2% | 51,280 | $3.0M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.4% | 51,259 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Add +175.0% | 50,973 | $3.0M |
| Tiff Advisory Services, LLC | 0.73% | No change | 50,755 | $3.0M |
| Strategies Wealth Advisors, LLC | 0.27% | Add +889.9% | 50,663 | $3.0M |
| REDW Wealth LLC | 1.07% | Reduce -4.9% | 50,560 | $3.0M |
| SigFig Wealth Management, LLC | 0.08% | Add +71.5% | 50,028 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +1.0% | 49,709 | $2.9M |
| Oasis Advisors, LLC | 1.90% | Reduce -93.8% | 49,686 | $2.9M |
| Orcam Financial Group | 1.41% | Add +16.2% | 49,065 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +4.1% | 47,980 | $2.8M |
| Fiduciary Trust Co | 0.03% | Add +5.7% | 47,161 | $2.8M |
| Pinnacle Bancorp, Inc. | 0.72% | Add +1.5% | 46,685 | $2.8M |
| Nolet Wealth Management, LLC | 1.50% | Reduce -27.6% | 46,081 | $2.7M |
| Shayne & Jacobs, LLC | 0.80% | Add +19.4% | 45,950 | $2.7M |
| Parsons Capital Management Inc. | 0.12% | Add +74.4% | 45,902 | $2.7M |
| Transcendent Capital Group LLC | 1.04% | Add +4.8% | 45,488 | $2.7M |
| Evansbrook LLC | 1.54% | No change | 43,778 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -4.7% | 43,596 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -4.7% | 43,491 | $2.6M |
| Whitcomb & Hess, Inc. | 0.55% | Add +0.8% | 42,907 | $2.5M |
| Cascades Capital Asset Management, LLC | 0.94% | Add +10.7% | 42,625 | $2.5M |
| Oath Planning, LLC | 1.86% | Add +7.3% | 42,460 | $2.5M |
| Clearstead Advisors, LLC | 0.02% | Add +6536.4% | 41,876 | $2.5M |
| McCartney Wealth Management LLC | 1.87% | Add +2.3% | 41,873 | $2.5M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -44.5% | 41,657 | $2.5M |
| Kassira Wealth Management LLC | 1.95% | Add +7.3% | 41,083 | $2.4M |
| LJI Wealth Management, LLC | 0.34% | Reduce -10.4% | 40,757 | $2.4M |
| Stirlingshire Investments, Inc. | 1.78% | Reduce -2.2% | 40,586 | $2.4M |
| Walker Financial Services, Inc. | 0.73% | Reduce -16.9% | 40,236 | $2.4M |
| Lauer Wealth, LLC | 1.62% | Reduce -61.8% | 40,474 | $2.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +45.9% | 40,038 | $2.4M |
| IRON Financial LLC | 0.97% | Reduce -8.5% | 39,954 | $2.4M |
| Rothschild Investment LLC | 0.09% | Add +3.2% | 39,887 | $2.4M |
| Essex Bank | 0.50% | Reduce -3.3% | 39,573 | $2.3M |
| Thrive Capital Management, LLC | 0.44% | Add +13.5% | 39,358 | $2.3M |
| Trivium Point Advisory, LLC | 0.21% | Add +456.1% | 39,327 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.70% | Add +5.7% | 38,021 | $2.2M |
| Rothschild Wealth LLC | 0.18% | Add +175.4% | 37,955 | $2.2M |
| Kovack Advisors, Inc. | 0.11% | Add +2.9% | 37,652 | $2.2M |
| Edgestream Partners, L.P. | 0.07% | New | 37,249 | $2.2M |
| United Community Bank | 0.68% | Reduce -2.5% | 37,028 | $2.2M |
| Clarity Capital Advisors, LLC | 0.91% | Add +7.9% | 36,967 | $2.2M |
| Investment Advisory Group, LLC | 0.47% | Add +45.6% | 36,788 | $2.2M |
| Jupiter Topco LLC | 0.00% | — | 36,767 | $2.2M |
| Alps Advisors Inc. | 0.01% | No change | 36,650 | $2.2M |
| Summit Financial, LLC | 0.02% | Reduce -7.5% | 36,512 | $2.2M |
| Summit Wealth & Retirement Planning, Inc. | 0.45% | Add +8.8% | 36,003 | $2.1M |
| Itau Unibanco Holding S.A. | 0.04% | New | 36,000 | $2.1M |
| Western Wealth Management, LLC | 0.07% | Reduce -13.3% | 35,978 | $2.1M |
| Benningfield Financial Advisors, LLC | 1.57% | No change | 35,843 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -35.4% | 35,779 | $2.1M |
| Capital Squared Financial LLC | 1.37% | Reduce -41.5% | 35,645 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.8% | 35,470 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +5.6% | 35,289 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +0.4% | 35,241 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.4% | 34,758 | $2.1M |
| Brindle & Bay Financial Advisors, LLC | 1.02% | Add +9.1% | 34,485 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -10.6% | 34,434 | $2.0M |
| World Investment Advisors | 0.03% | Reduce -0.1% | 34,017 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 34,228 | $2.0M |
| Advyzon Investment Management, LLC | 0.15% | Add +10.1% | 34,207 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -28.9% | 33,992 | $2.0M |
| Floyd Financial Group LLC | 1.31% | Add +8.4% | 34,190 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +207.2% | 33,824 | $2.0M |
| RHS Financial, LLC | 0.80% | Reduce -31.1% | 33,769 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -30.0% | 33,378 | $2.0M |
| Addison Capital Co | 0.32% | Add +184.6% | 33,228 | $2.0M |
| Chandler Asset Management, Inc. | 0.28% | Add +0.8% | 33,205 | $2.0M |
| Stonehearth Capital Management, LLC | 0.66% | Reduce -0.9% | 32,904 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -26.6% | 32,810 | $1.9M |
| Parkwoods Wealth Partners, LLC | 0.31% | Add +6.2% | 32,752 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Add +62.7% | 32,751 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.4% | 32,220 | $1.9M |
| Arax Advisory Partners | 0.01% | Add +31.4% | 32,030 | $1.9M |
| Fagan Associates, Inc. | 0.23% | Reduce -0.1% | 31,439 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -7.0% | 31,329 | $1.8M |
| Blom & Howell Financial Planning, Inc. | 1.53% | Reduce -20.0% | 31,081 | $1.8M |
| Graetz Wealth LLC | 1.46% | Reduce -18.7% | 30,993 | $1.8M |
| South Plains Financial, Inc. | 0.97% | Add +0.6% | 30,652 | $1.8M |
| Artesa Financial Group, LLC | 1.53% | Add +93.1% | 30,420 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -0.2% | 30,226 | $1.8M |
| Compass Ion Advisors, LLC | 0.15% | Add +8.4% | 30,110 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Reduce -16.7% | 29,745 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.33% | No change | 29,709 | $1.8M |
| Verity Asset Management, Inc. | 0.66% | Add +16.6% | 29,660 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +8.1% | 29,491 | $1.7M |
| PlanVest Financial, Inc | 1.15% | Add +5.8% | 29,212 | $1.7M |
| AXS Investments LLC | 0.49% | New | 29,017 | $1.7M |
| CWS Financial Advisors, LLC | 0.37% | Add +3.8% | 28,441 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.2% | 28,309 | $1.7M |
| Avise Financial Cooperative, Inc. | 1.17% | Add +13.5% | 27,922 | $1.6M |
| Armstrong Advisory Group, Inc. | 0.10% | Add +43.3% | 26,704 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +68.0% | 26,377 | $1.6M |
| Pines Wealth Management, LLC | 0.45% | Add +4.5% | 26,264 | $1.5M |
| Key Capital Management, INC | 0.80% | Add +12.5% | 26,234 | $1.5M |
| Discipline Wealth Solutions, LLC | 0.13% | Reduce -0.8% | 26,058 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Reduce -2.1% | 25,908 | $1.5M |
| Ignite Planners, LLC | 0.21% | Add +2.3% | 25,781 | $1.5M |
| Enclave Advisors LLC | 0.19% | Reduce -90.8% | 25,345 | $1.5M |
| LCNB Corp. | 0.46% | Add +14.5% | 25,321 | $1.5M |
| Entrewealth, LLC | 0.55% | Add +105.6% | 25,487 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.04% | No change | 25,028 | $1.5M |
| Nwam LLC | 0.07% | Reduce -3.3% | 24,614 | $1.5M |
| Pioneer Wealth Management Group | 0.35% | Add +12.7% | 24,533 | $1.4M |
| Powers Advisory Group, LLC | 0.45% | Add +17.9% | 24,459 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +6.4% | 24,145 | $1.4M |
| Gibraltar Capital Management, Inc. | 0.22% | Add +9.2% | 24,116 | $1.4M |
| Rockwood Wealth Management, LLC | 0.09% | Add +42.7% | 24,115 | $1.4M |
| Ares Financial Consulting, LLC | 1.01% | Reduce -10.1% | 23,953 | $1.4M |
| PW Nova Financial Services LLC | 0.30% | New | 23,708 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +5.2% | 23,640 | $1.4M |
| Balefire, LLC | 0.23% | Reduce -8.8% | 23,504 | $1.4M |
| Anderson Hoagland & Co. | 0.11% | Reduce -29.8% | 23,422 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Reduce -78.5% | 23,332 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -0.4% | 23,269 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.45% | New | 1,367,109 | $1.4M |
| Schulz Wealth, LTD. | 0.70% | — | 22,877 | $1.3M |
| TMB Capital Partners, LLC | 0.42% | Add +17.5% | 22,732 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +21.7% | 22,703 | $1.3M |
| E&G Advisors, LLC | 0.26% | No change | 22,699 | $1.3M |
| Tenon Financial LLC | 0.43% | No change | 22,655 | $1.3M |
| Lynx Investment Advisory | 0.43% | New | 22,420 | $1.3M |
| Silver Oak Advisory Group, Inc. | 0.51% | Reduce -11.4% | 21,863 | $1.3M |
| Asset One Wealth Management LLC | 0.13% | New | 21,746 | $1.3M |
| Ramiah Investment Group | 0.97% | Add +6.4% | 21,623 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +7.4% | 21,555 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +6.5% | 21,078 | $1.2M |
| SkyOak Wealth, LLC | 0.20% | Add +11.3% | 20,996 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +1.8% | 20,952 | $1.2M |
| Choate Investment Advisors | 0.02% | New | 20,871 | $1.2M |
| Bluespring Wealth Management, LLC | 0.02% | New | 20,776 | $1.2M |
| Sei Investments Co. | 0.00% | No change | 20,773 | $1.2M |
| TrueWealth Advisors, LLC | 0.27% | Add +10.5% | 20,618 | $1.2M |
| Oakmont Advisory Group, LLC | 1.01% | Add +5.9% | 20,451 | $1.2M |
| Talon Private Wealth, LLC | 0.14% | Reduce -20.2% | 20,298 | $1.2M |
| Beto Financial Group, LLC | 0.63% | Add +47.2% | 20,326 | $1.2M |
| Disciplined Investments, LLC | 0.38% | Reduce -1.6% | 20,006 | $1.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.17% | Add +67.3% | 19,686 | $1.2M |
| Stephens Inc. | 0.01% | Add +53.5% | 19,485 | $1.1M |
| Breakwater Investment Management | 0.39% | Reduce -4.7% | 19,379 | $1.1M |
| Surience Private Wealth LLC | 1.00% | Reduce -6.8% | 19,342 | $1.1M |
| PFG Advisors | 0.06% | Reduce -7.6% | 19,076 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -20.0% | 18,977 | $1.1M |
| Winch Advisory Services, LLC | 0.23% | Add +1.4% | 18,951 | $1.1M |
| Horizon Family Wealth, Inc. | 0.51% | Add +100.7% | 18,852 | $1.1M |
| Forza Wealth Management, LLC | 0.34% | No change | 18,765 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.2% | 18,378 | $1.1M |
| Cardiff Park Advisors, LLC | 0.08% | Add +1.3% | 18,254 | $1.1M |
| Ieq Capital, LLC | 0.00% | Reduce -8.3% | 18,110 | $1.1M |
| Bokf, NA | 0.01% | Add +5.3% | 17,837 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +22.4% | 17,802 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Add +37.8% | 17,717 | $1.0M |
| Team Hewins, LLC | 0.29% | Add +0.7% | 17,690 | $1.0M |
| Blossom Wealth Management | 1.46% | Reduce -3.2% | 17,537 | $1.0M |
| LeConte Wealth Management, LLC | 0.56% | Reduce -0.4% | 17,456 | $1.0M |
| Western Reserve Capital Management, LLC | 0.76% | Add +91.1% | 17,400 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 17,446 | $1.0M |
| Uptick Partners, LLC | 0.16% | Add +29.7% | 17,393 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +38.6% | 17,258 | $1.0M |
| Signal Advisors Wealth, LLC | 0.05% | Add +9.5% | 17,117 | $1.0M |
| Beacon Hill Wealth Management LTD. | 0.70% | — | 17,059 | $1.0M |
| Archer Investment Management, LLC | 0.34% | Reduce -6.2% | 16,979 | $1.0M |
| Rathbones Group PLC | 0.00% | No change | 16,935 | $999K |
| Cresset Asset Management, LLC | 0.00% | Add +0.2% | 16,579 | $978K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.8% | 16,543 | $976K |
| IFP Advisors, Inc | 0.02% | Reduce -12.7% | 16,536 | $975K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.0% | 16,241 | $958K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -30.2% | 16,222 | $957K |
| Hanover Advisors Inc. | 0.34% | No change | 16,133 | $952K |
| Wingate Wealth Advisors, Inc. | 0.42% | Add +14.6% | 16,079 | $948K |
| LifeWealth Investments, LLC | 0.25% | Add +11.3% | 16,029 | $945K |
| SWS Partners | 0.20% | Add +1.1% | 15,976 | $942K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -12.3% | 15,944 | $940K |
| Patten Group, Inc. | 0.15% | Add +1.9% | 15,842 | $934K |
| Stash Investments, LLC | 0.30% | New | 15,821 | $933K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +1.1% | 15,680 | $925K |
| Brookwood Investment Group LLC | 0.11% | New | 15,581 | $919K |
| Chicago Partners Investment Group LLC | 0.02% | Add +26.0% | 15,469 | $901K |
| Schroder Investment Management Group | 0.00% | No change | 15,186 | $899K |
| Fiduciary Financial Group, LLC | 0.10% | Add +2.5% | 15,222 | $898K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.8% | 15,185 | $896K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.09% | Reduce -0.8% | 15,103 | $891K |
| Argent Trust Co | 0.03% | Reduce -2.9% | 15,058 | $888K |
| Venture Visionary Partners LLC | 0.02% | New | 14,911 | $879K |
| McAdam, LLC | 0.03% | Add +19.1% | 14,910 | $879K |
| Vista Capital Partners, Inc. | 0.08% | Add +7.1% | 14,882 | $878K |
| MMBG Investment Advisors Co. | 0.07% | No change | 14,793 | $872K |
| Granite Islands Private Wealth, LLC | 0.63% | Add +30.4% | 14,511 | $856K |
| Range Advisory, LLC | 0.10% | Reduce -26.6% | 14,495 | $855K |
| Austin Wealth Management, LLC | 0.18% | Add +58.6% | 14,551 | $854K |
| Lanark Financial, Inc. | 0.06% | Add +2.2% | 14,446 | $852K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 14,306 | $844K |
| Pictet North America Advisors SA | 0.07% | Add +77.5% | 14,120 | $833K |
| Avior Wealth Management, LLC | 0.02% | Add +1.1% | 14,070 | $830K |
| Aspire Private Capital, LLC | 0.17% | Add +19.8% | 13,958 | $823K |
| Topel & Distasi Wealth Management, LLC | 0.40% | Reduce -0.6% | 13,909 | $820K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 13,767 | $812K |
| FCG Investment Co | 0.28% | New | 13,637 | $804K |
| Sapient Capital LLC | 0.01% | New | 13,526 | $798K |
| REAP Financial Group, LLC | 0.13% | Reduce -2.3% | 13,242 | $781K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 13,120 | $774K |
| Crestwood Advisors Group, LLC | 0.01% | Add +11.4% | 13,066 | $771K |
| SouthState Bank Corp | 0.03% | Reduce -12.2% | 13,063 | $770K |
| Rehmann Capital Advisory Group | 0.03% | No change | 12,730 | $751K |
| PFG Investments, LLC | 0.03% | Add +1.4% | 12,683 | $748K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.24% | Add +17.7% | 12,657 | $738K |
| Axis Wealth Partners, LLC | 0.35% | Add +5.0% | 12,479 | $736K |
| Rinkey Investments | 0.17% | New | 12,451 | $734K |
| Carter Financial Group, INC. | 0.38% | Add +10.4% | 12,418 | $732K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.4% | 12,370 | $730K |
| Zhang Financial LLC | 0.02% | Reduce -11.4% | 12,369 | $730K |
| Hegarty Advisors, LLC | 0.50% | Add +0.7% | 12,260 | $723K |
| W.H. Cornerstone Investments Inc. | 0.41% | Add +0.9% | 12,233 | $721K |
| Keybank National Association | 0.00% | Reduce -4.0% | 12,113 | $714K |
| Freestone Capital Holdings, LLC | 0.02% | New | 12,103 | $714K |
| Nixon Peabody Trust Co. | 0.05% | Reduce -6.7% | 11,828 | $698K |
| Laraway Financial Advisors Inc | 0.42% | Reduce -1.4% | 11,711 | $691K |
| Icon Wealth Advisors, LLC | 0.04% | Add +4.3% | 11,560 | $682K |
| Third View Private Wealth, LLC | 0.08% | New | 11,546 | $681K |
| US Bancorp \de | 0.00% | Reduce -1.8% | 11,371 | $671K |
| Houlihan Financial Resource Group, Ltd. | 0.24% | No change | 11,228 | $662K |
| Titan Investment Management LLC | 0.49% | Add +4.4% | 11,214 | $661K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 11,119 | $656K |
| Aptus Capital Advisors, LLC | 0.00% | Add +38.8% | 11,013 | $650K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | Add +136.6% | 10,804 | $637K |
| Clear Point Advisors Inc. | 0.56% | New | 10,774 | $635K |
| Everest Private Wealth | 0.24% | No change | 10,716 | $632K |
| Morton Capital Management LLC | 0.09% | No change | 10,714 | $632K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -7.7% | 10,701 | $631K |
| Flagstone Financial Management | 0.14% | No change | 10,612 | $626K |
| W1M Asset Management Ltd | 0.01% | Add +3.5% | 10,545 | $622K |
| B.O.S.S. Retirement Advisors, LLC | 0.17% | Reduce -5.3% | 10,523 | $621K |
| Aspiriant, LLC | 0.02% | Reduce -18.3% | 10,488 | $619K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.1% | 10,442 | $616K |
| Choreo, LLC | 0.01% | Add +6.2% | 10,434 | $615K |
| Summitry LLC | 0.02% | New | 10,424 | $615K |
| Thomasville National Bank | 0.03% | — | 10,358 | $611K |
| Crumly & Associates Inc. | 0.12% | Add +25.5% | 10,325 | $609K |
| Mission Wealth Management, LP | 0.01% | Add +10.2% | 10,243 | $604K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,095 | $595K |
| Arena Capital Advisors, LLC- CA | 1.57% | No change | 10,000 | $590K |
| Sankala Group LLC | 0.39% | Reduce -2.0% | 10,089 | $589K |
| Natural Investments, LLC | 0.13% | Add +8.4% | 9,974 | $588K |
| First Heartland Consultants, Inc. | 0.04% | Add +58.7% | 9,865 | $582K |
| RFG Holdings, Inc. | 0.12% | Add +1.0% | 9,864 | $582K |
| Peak Retirement Planning, Inc. | 0.09% | Add +18.0% | 9,816 | $579K |
| Keel Point, LLC | 0.03% | Reduce -0.9% | 9,679 | $571K |
| Madison Wealth Partners, Inc | 0.07% | Add +158.4% | 9,646 | $569K |
| Concord Wealth Partners | 0.06% | Add +22.3% | 9,581 | $565K |
| CGN Advisors LLC | 0.04% | Reduce -47.1% | 9,520 | $561K |
| Madrid Wealth Management, LLC | 0.37% | No change | 9,463 | $558K |
| Allstreet Capital Advisors LLC | 0.36% | Add +13.0% | 9,401 | $554K |
| Bluesphere Advisors LLC | 0.17% | Reduce -7.4% | 9,237 | $545K |
| Iams Wealth Management, LLC | 0.16% | Reduce -3.6% | 9,186 | $542K |
| IVC Wealth Advisors LLC | 0.21% | Add +5.5% | 9,117 | $538K |
| Midwest Trust Co | 0.01% | Reduce -29.4% | 9,090 | $536K |
| Three Bearings Fiduciary Advisors, Inc. | 0.48% | No change | 9,076 | $535K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -2.8% | 8,967 | $529K |
| Bailard, Inc. | 0.01% | Reduce -57.3% | 8,891 | $524K |
| Keeler Thomas Management LLC | 0.18% | Reduce -7.0% | 8,818 | $520K |
| IFG Advisory, LLC | 0.02% | New | 8,769 | $517K |
| Trust Co | 0.05% | Reduce -4.7% | 8,749 | $516K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +0.0% | 8,631 | $509K |
| Clarion Wealth Managment Partners, LLC | 0.41% | Reduce -18.2% | 8,598 | $507K |
| Olde Wealth Management, LLC | 0.14% | Reduce -0.5% | 8,454 | $498K |
| Stephens Group Asset Management, LLC | 0.03% | Reduce -6.0% | 8,305 | $490K |
| Zevin Asset Management LLC | 0.07% | Add +6.7% | 8,303 | $490K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +17.5% | 8,145 | $480K |
| Princeton Global Asset Management LLC | 0.07% | No change | 8,139 | $480K |
| Certified Advisory Corp | 0.04% | Add +2.0% | 8,117 | $479K |
| OneAscent Family Office, LLC | 0.24% | Reduce -7.9% | 8,055 | $475K |
| Voisard Asset Management Group, Inc. | 0.09% | Reduce -25.2% | 7,988 | $471K |
| First Manhattan Co. Llc. | 0.00% | Add +4.9% | 7,965 | $470K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.1% | 7,955 | $469K |
| BAM Wealth Management, LLC | 0.29% | Add +5.8% | 7,887 | $465K |
| FC Advisory LLC | 0.12% | Reduce -11.5% | 7,843 | $463K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -0.9% | 7,794 | $460K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,772 | $458K |
| Brown Brothers Harriman & Co. | 0.00% | Add +22.4% | 7,715 | $455K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | New | 7,651 | $451K |
| Quest 10 Wealth Builders, Inc. | 0.35% | Reduce -1.8% | 7,634 | $450K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -57.1% | 7,602 | $448K |
| True North Advisors, LLC | 0.04% | No change | 7,550 | $445K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.5% | 7,504 | $443K |
| Sigma Planning Corp | 0.01% | Add +17.8% | 7,462 | $440K |
| Caitlin John, LLC | 0.24% | Add +0.7% | 7,293 | $430K |
| Wells Financial Advisors INC | 3.94% | Reduce -44.4% | 7,190 | $424K |
| Atala Financial Inc | 0.26% | No change | 7,148 | $422K |
| Summit Global Investments | 0.02% | Add +0.0% | 7,098 | $419K |
| Midwest Financial Partners Investments, Inc. | 0.17% | Add +0.9% | 7,099 | $419K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.5% | 7,036 | $415K |
| Joel Adams & Associates, Inc. | 0.27% | Add +0.2% | 7,020 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -86.7% | 6,982 | $412K |
| XY Planning Network, Inc. | 0.05% | Add +0.7% | 6,964 | $411K |
| Aries Wealth Management | 0.08% | No change | 6,956 | $410K |
| Warner Financial, Inc. | 0.12% | No change | 6,949 | $410K |
| E-Wealth Partners, LLC | 0.30% | Reduce -7.1% | 6,936 | $409K |
| Manhattan West Asset Management, LLC | 0.07% | Add +0.3% | 6,874 | $405K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +86.5% | 6,823 | $402K |
| Caldwell Trust Co | 0.03% | Add +4.5% | 6,698 | $395K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 6,640 | $392K |
| Ballast Rock Private Wealth LLC | 0.18% | Reduce -1.6% | 6,626 | $391K |
| Core Wealth Partners LLC | 0.16% | Add +0.4% | 6,561 | $387K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 6,494 | $383K |
| Sovran Advisors, LLC | 0.03% | Reduce -0.7% | 6,522 | $382K |
| Global Retirement Partners, LLC | 0.01% | — | 6,467 | $381K |
| Excalibur Management Corp. | 0.13% | New | 6,450 | $380K |
| Inlight Wealth Management, LLC | 0.12% | Add +9.1% | 6,427 | $379K |
| Modera Wealth Management, LLC | 0.00% | Reduce -6.5% | 6,336 | $374K |
| Portside Wealth Group, LLC | 0.04% | Add +9.1% | 6,275 | $370K |
| American Trust | 0.03% | New | 6,274 | $370K |
| Prepared Retirement Institute LLC | 0.16% | New | 6,254 | $369K |
| FSA Advisors, Inc. | 0.17% | Add +10.3% | 6,168 | $363K |
| National Wealth Management Group, LLC | 0.11% | Add +67.7% | 6,122 | $361K |
| Coppell Advisory Solutions LLC | 0.03% | New | 11,382 | $360K |
| InTrack Investment Management Inc | 0.18% | Add +0.2% | 6,073 | $358K |
| Portland Financial Advisors Inc | 0.65% | Add +50.2% | 6,022 | $355K |
| Successful Portfolios LLC | 0.17% | Add +3.5% | 6,031 | $353K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Reduce -10.4% | 5,975 | $352K |
| Westfuller Advisors, LLC | 0.13% | Reduce -21.2% | 5,963 | $352K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +37.0% | 5,939 | $350K |
| Sachem Hill LLC | 0.06% | Add +2.9% | 5,924 | $349K |
| Visionary Wealth Advisors | 0.01% | Add +0.0% | 5,910 | $349K |
| Bfsg, LLC | 0.03% | Add +153.0% | 5,895 | $348K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.6% | 5,814 | $343K |
| NerdWallet Wealth Partners, LLC | 0.12% | Reduce -3.4% | 5,715 | $337K |
| Physician Wealth Advisors, Inc. | 0.04% | New | 5,693 | $336K |
| LWM Advisory Services, LLC | 0.60% | New | 5,680 | $335K |
| Elevation Capital Advisory, LLC | 0.13% | No change | 5,654 | $333K |
| Arkansas Financial Group, Inc. | 0.04% | Add +2.7% | 5,542 | $327K |
| Rockbridge Investment Management, LCC | 0.03% | Add +1.4% | 5,499 | $324K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 5,461 | $322K |
| Kingdom Financial Group LLC. | 0.08% | Reduce -5.9% | 5,431 | $320K |
| FLP Wealth Management, LLC | 0.57% | Add +7.7% | 5,425 | $320K |
| Centennial Advisors, LLC | 0.38% | Reduce -6.8% | 5,417 | $319K |
| WFA of San Diego, LLC | 0.26% | Reduce -4.7% | 5,429 | $318K |
| Steinberganna Wealth Management | 0.13% | Reduce -25.8% | 5,383 | $317K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 5,278 | $311K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.9% | 5,277 | $311K |
| Iowa State Bank | 0.05% | No change | 5,271 | $311K |
| Global Assets Advisory, LLC | 0.07% | No change | 5,290 | $311K |
| Sovereign Financial Group, Inc. | 0.05% | Add +18.4% | 5,245 | $309K |
| Fiduciary Financial Advisors | 0.03% | New | 5,229 | $308K |
| Eastern Bank | 0.00% | Reduce -6.3% | 5,175 | $305K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -2.1% | 5,158 | $304K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,148 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,131 | $303K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | Add +4.7% | 5,122 | $302K |
| Huntington National Bank | 0.00% | No change | 5,108 | $301K |
| Reicon Wealth Advisors, LLC | 0.18% | Add +150.0% | 5,000 | $295K |
| Country Trust Bank | 0.01% | New | 4,988 | $294K |
| Keewaydin Investments LLC | 0.08% | New | 4,983 | $294K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -18.4% | 4,977 | $294K |
| Hippocratic Financial Advisors, LLC | 0.11% | Add +13.2% | 4,974 | $293K |
| Noble Family Wealth, LLC | 0.05% | New | 4,951 | $292K |
| ETF Store, Inc. | 0.24% | Add +1.6% | 4,927 | $291K |
| Savvy Advisors, Inc. | 0.01% | Add +12.5% | 4,912 | $290K |
| Novem Group | 0.03% | Add +15.3% | 4,904 | $289K |
| Ballentine Partners, LLC | 0.00% | No change | 4,884 | $288K |
| Slagle Financial, LLC | 0.08% | Reduce -0.2% | 4,785 | $282K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -9.1% | 4,752 | $280K |
| Evolution Advisers, Inc. | 0.10% | New | 4,761 | $280K |
| Regal Investment Advisors LLC | 0.01% | Add +3.6% | 4,724 | $279K |
| Victory Financial Group, LLC | 0.03% | Reduce -94.7% | 4,711 | $278K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 4,700 | $277K |
| Winter & Associates, Inc. | 0.21% | Reduce -33.6% | 4,686 | $276K |
| Brasada Capital Management, LP | 0.05% | New | 4,680 | $276K |
| Howard Wealth Management, LLC | 0.10% | Add +1.7% | 4,672 | $276K |
| Financial Council, LLC | 0.09% | Add +3.4% | 4,661 | $275K |
| StoneX Group Inc. | 0.01% | New | 4,629 | $274K |
| Matauro, LLC | 0.04% | New | 4,599 | $271K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 4,582 | $270K |
| National Bank of Canada | 0.00% | Add +1.4% | 4,580 | $270K |
| Cassilly Financial Group LLC | 0.19% | New | 4,516 | $266K |
| Traub Capital Management LLC | 0.24% | Add +7.5% | 4,485 | $265K |
| Birchcreek Wealth Management, LLC | 0.10% | Add +3.5% | 4,475 | $264K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.2% | 4,470 | $263K |
| Facet Wealth, Inc. | 0.00% | Reduce -62.1% | 4,453 | $263K |
| Professional Financial Advisors, LLC | 0.05% | Add +11.8% | 4,436 | $262K |
| Angeles Wealth Management, LLC | 0.01% | New | 4,399 | $259K |
| SwitchPoint Financial Planning, LLC | 0.15% | Add +1.0% | 4,362 | $257K |
| Tempus Wealth Planning, LLC | 0.05% | Add +20.7% | 4,360 | $257K |
| Integrity Investment Advisors, LLC | 0.11% | No change | 4,355 | $257K |
| Connecticut Capital Management Group, LLC | 0.21% | Add +1.1% | 4,329 | $255K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,324 | $255K |
| Evanson Financial, LLC | 0.01% | — | 4,317 | $255K |
| Fairscale Capital, LLC | 0.15% | No change | 4,310 | $254K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 4,310 | $254K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 4,299 | $254K |
| Meyer Handelman Co. | 0.01% | No change | 4,296 | $253K |
| Jacobs Equity LLC | 0.17% | New | 4,272 | $252K |
| Prairieview Wealth Partners, LLC | 0.19% | Reduce -2.1% | 4,251 | $251K |
| National Philanthropic Trust | 0.00% | No change | 4,246 | $250K |
| Lincoln Capital Corp. | 0.08% | Add +2.4% | 4,240 | $250K |
| Texas Bank & Trust Co | 0.08% | Reduce -0.6% | 4,234 | $250K |
| Ketron Financial | 0.08% | Reduce -10.8% | 4,232 | $250K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 4,232 | $250K |
| Baker Avenue Asset Management, LP | 0.00% | Add +9.6% | 4,221 | $249K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.9% | 4,212 | $248K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,211 | $248K |
| Sunflower Bank, N.A. | 0.06% | Reduce -6.5% | 4,169 | $246K |
| Ameraudi Asset Management, Inc. | 0.11% | Reduce -23.0% | 4,158 | $245K |
| CX Institutional | 0.01% | Add +0.9% | 4,154 | $245K |
| Csenge Advisory Group | 0.01% | Add +3.6% | 4,151 | $245K |
| North Dallas Bank & Trust Co. | 0.15% | Add +10.7% | 4,149 | $245K |
| Waller Financial Planning Group, Inc. | 0.05% | Reduce -12.3% | 4,145 | $244K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -46.0% | 4,109 | $242K |
| Calamos Wealth Management LLC | 0.01% | No change | 4,080 | $241K |
| River Street Advisors LLC | 0.07% | Reduce -63.4% | 4,059 | $239K |
| Schiavi & Co LLC | 0.06% | New | 4,049 | $239K |
| Legacy PCG, LLC | 1.18% | No change | 4,092 | $238K |
| Crews Bank & Trust | 0.03% | Add +1.3% | 4,021 | $237K |
| Oak Grove Capital LLC | 0.02% | Reduce -38.5% | 4,000 | $236K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -45.7% | 3,917 | $231K |
| Ethic Inc. | 0.00% | New | 3,914 | $231K |
| Greenline Wealth Management LLC | 0.19% | New | 3,911 | $231K |
| Silver Oak Wealth Advisors Services, LLC | 0.13% | Add +0.9% | 3,806 | $224K |
| Archvest Wealth Advisors, Inc. | 0.13% | No change | 3,799 | $224K |
| Carl P. Sherr & Co., LLC | 0.09% | No change | 3,759 | $222K |
| Members Trust Co | 0.01% | New | 3,759 | $222K |
| Johnson Bixby & Associates, LLC | 0.02% | Reduce -14.9% | 3,733 | $220K |
| Severin Investments, LLC | 0.17% | Add +7.7% | 3,713 | $219K |
| ProCore Advisors, LLC | 0.27% | Add +6.7% | 3,683 | $217K |
| IFG Advisors, LLC | 0.03% | New | 3,671 | $216K |
| GeoWealth Management, LLC | 0.01% | Reduce -12.9% | 3,656 | $216K |
| Bar Harbor Wealth Management | 0.01% | New | 3,643 | $215K |
| Lloyd Advisory Services, LLC. | 0.08% | Reduce -37.4% | 3,616 | $213K |
| Composition Wealth, LLC | 0.00% | Reduce -2.5% | 3,596 | $212K |
| Valley Forge Investment Consultants Inc. Adv | 0.05% | Add +1.0% | 3,540 | $209K |
| GenWealth Group, Inc. | 0.03% | No change | 3,530 | $208K |
| Semitam Bonam LLC | 0.15% | No change | 3,515 | $207K |
| Fonville Wealth Management LLC | 0.03% | New | 3,507 | $207K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -96.9% | 3,495 | $206K |
| Simmons Bank | 0.01% | No change | 3,467 | $204K |
| Berger Financial Group, Inc | 0.01% | No change | 3,445 | $203K |
| Ascent Advisors, LLC | 0.23% | New | 3,455 | $203K |
| HMS Capital Management, LLC | 0.08% | New | 3,410 | $201K |
| Ritholtz Wealth Management | 0.00% | Reduce -29.6% | 3,409 | $201K |
| Raleigh Capital Management Inc. | 0.06% | Add +13.2% | 3,252 | $192K |
| Golden State Wealth Management, LLC | 0.02% | Add +1676.0% | 3,250 | $192K |
| Avion Wealth | 0.04% | Add +0.1% | 3,197 | $188K |
| Coston, McIsaac & Partners | 0.04% | Add +0.2% | 3,102 | $182K |
| Geneos Wealth Management Inc. | 0.00% | Add +58.3% | 3,059 | $180K |
| Parallel Advisors, LLC | 0.00% | Reduce -80.7% | 2,982 | $176K |
| S.A. Mason LLC | 0.05% | New | 2,915 | $172K |
| NBH Bank | 0.07% | — | 2,740 | $162K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $158K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,583 | $151K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 2,565 | $151K |
| Ancora Advisors LLC | 0.00% | Add +26.8% | 2,492 | $147K |
| Chapman Financial Group, LLC | 0.10% | No change | 2,471 | $146K |
| Webster Bank, N. A. | 0.01% | Add +77.5% | 2,433 | $143K |
| Bogart Wealth, LLC | 0.00% | Add +1.9% | 2,362 | $139K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 1,985 | $117K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,883 | $111K |
| Raelipskie Partnership | 0.04% | No change | 1,850 | $109K |
| Cary Street Partners Financial LLC | 0.00% | Add +70.4% | 1,837 | $108K |
| Synergy Investment Management, LLC | 0.03% | No change | 1,795 | $106K |
| Capital Analysts, LLC | 0.00% | Add +32.2% | 1,789 | $105K |
| Trust Co. of Vermont | 0.00% | — | 1,771 | $104K |
| Lavaca Capital LLC | 0.01% | New | 1,758 | $104K |
| SYM FINANCIAL Corp | 0.01% | Reduce -3.6% | 1,732 | $102K |
| Tompkins Financial Corp. | 0.01% | New | 1,732 | $102K |
| Continuum Advisory, LLC | 0.01% | New | 1,732 | $102K |
| HM Payson & Co. | 0.00% | No change | 1,649 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,632 | $96K |
| Trust Co. of Toledo NA | 0.01% | Reduce -34.9% | 1,572 | $93K |
| UMB Bank, n.a. | 0.00% | Reduce -49.0% | 1,559 | $92K |
| Register Financial Advisors LLC | 0.03% | No change | 1,500 | $88K |
| Security National Bank | 0.01% | No change | 1,500 | $88K |
| Paladin Partners, LLC | 0.06% | No change | 1,470 | $87K |
| Vanguard National Trust Co | 0.00% | Add +6450.0% | 1,441 | $85K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,417 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $83K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,400 | $83K |
| CENTRAL TRUST Co | 0.00% | Add +49.3% | 1,393 | $82K |
| Essential Partners LLC | 0.04% | Reduce -3.1% | 1,359 | $80K |
| Kilter Group LLC | 0.03% | Reduce -71.3% | 1,252 | $74K |
| Nemes Rush Group LLC | 0.01% | Add +0.2% | 1,239 | $73K |
| Independence Bank of Kentucky | 0.01% | No change | 1,129 | $67K |
| Private Trust Co. NA | 0.01% | Reduce -70.8% | 1,092 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -1.5% | 1,000 | $59K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,000 | $59K |
| Larson Financial Group LLC | 0.00% | Reduce -30.8% | 937 | $55K |
| Rossby Financial, LCC | 0.01% | No change | 933 | $55K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -13.4% | 881 | $52K |
| Godfrey Financial Associates, Inc. | 0.04% | Reduce -2.6% | 872 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.7% | 847 | $50K |
| Thompson Investment Management, Inc. | 0.01% | No change | 844 | $50K |
| Strive Financial Group ,LLC | 0.02% | New | 843 | $50K |
| International Assets Investment Management, LLC | 0.00% | No change | 826 | $48K |
| Perkins Coie Trust Co | 0.01% | No change | 813 | $48K |
| Colonial Trust Co / SC | 0.01% | No change | 806 | $48K |
| CVA Family Office, LLC | 0.00% | Add +171.6% | 804 | $47K |
| Bellecapital International Ltd. | 0.01% | New | 770 | $45K |
| Winthrop Capital Management, LLC | 0.01% | No change | 767 | $45K |
| Tucker Asset Management LLC | 0.01% | New | 756 | $45K |
| Wellington-Altus USA Inc. | 0.03% | No change | 727 | $43K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 712 | $42K |
| True Wealth Design, LLC | 0.01% | No change | 585 | $35K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +27.8% | 575 | $34K |
| DT Investment Partners, LLC | 0.00% | Add +4.6% | 567 | $33K |
| GAMMA Investing LLC | 0.00% | No change | 549 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -25.1% | 545 | $32K |
| Crewe Advisors LLC | 0.00% | No change | 529 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -55.5% | 527 | $31K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 500 | $29K |
| Montgomery Financial Services LLC | 0.02% | — | 486 | $29K |
| Fairway Wealth LLC | 0.01% | No change | 455 | $27K |
| Simplex Trading, LLC | 0.00% | Reduce -5.0% | 440 | $26K |
| Atlatl Advisers LLC | 0.01% | New | 431 | $25K |
| Founders Financial Alliance, LLC | 0.00% | Add +122.6% | 394 | $23K |
| First Bancorp, Inc | 0.01% | New | 385 | $23K |
| Networth Advisors, LLC | 0.01% | Reduce -0.8% | 376 | $22K |
| Anchor Investment Management, LLC | 0.00% | Add +1.2% | 345 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -49.9% | 332 | $20K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -15.6% | 329 | $19K |
| Kroeger Financial Partners | 0.02% | — | 322 | $19K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 314 | $19K |
| SHP Wealth Management | 0.00% | Add +244.0% | 313 | $18K |
| MRP Capital Investments, LLC | 0.01% | No change | 311 | $18K |
| Archer Investment Corp | 0.00% | New | 292 | $17K |
| Sittner & Nelson, LLC | 0.01% | New | 276 | $16K |
| Abound Wealth Management | 0.00% | Add +9.6% | 273 | $16K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 249 | $15K |
| Daiwa Securities Group Inc. | 0.00% | Add +55.4% | 247 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 245 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +75.9% | 241 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 238 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 234 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.9% | 232 | $14K |
| YANKCOM Partnership | 0.00% | No change | 230 | $14K |
| High Note Wealth, LLC | 0.00% | No change | 215 | $13K |
| Hoese & Co LLP | 0.01% | Add +3.9% | 212 | $13K |
| Transce3nd, LLC | 0.10% | No change | 201 | $12K |
| Dunhill Financial, LLC | 0.00% | Reduce -78.8% | 199 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.0% | 194 | $11K |
| BankPlus Trust Department | 0.00% | No change | 180 | $11K |
| Olistico Wealth, LLC | 0.00% | No change | 163 | $10K |
| IMA Advisory Services, Inc. | 0.00% | New | 157 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Sachetta, LLC | 0.00% | No change | 144 | $8K |
| Evolution Wealth Management Inc. | 0.00% | Add +30.8% | 140 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.7% | 139 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 132 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 129 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -52.1% | 127 | $7K |
| NFSG Corp | 0.00% | Add +26.0% | 126 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 122 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | New | 111 | $7K |
| Quaker Wealth Management, LLC | 0.00% | Add +124.5% | 110 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | New | 109 | $6K |
| WealthShield Partners, LLC | 0.00% | No change | 107 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -44.0% | 107 | $6K |
| AlphaCore Capital LLC | 0.00% | New | 102 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -47.8% | 105 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 100 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Copia Wealth Management | 0.00% | No change | 82 | $5K |
| Tidemark, LLC | 0.00% | No change | 80 | $5K |
| Lodestone Wealth Management LLC | 0.00% | No change | 77 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 72 | $4K |
| Spire Wealth Management | 0.00% | Add +32.0% | 66 | $4K |
| Westend Capital Management, LLC | 0.00% | New | 65 | $4K |
| Triumph Capital Management | 0.00% | No change | 60 | $4K |
| Timbuktu Capital Management, LLC | 0.01% | — | 58 | $3K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 56 | $3K |
| Bayban | 0.00% | No change | 46 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 38 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -91.7% | 34 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 22 | $1K |
| Prosperity Bancshares Inc | 0.00% | New | 18 | $1K |
| Logan Capital Management Inc. | 0.00% | — | 18 | $1K |
| IMG Wealth Management, Inc. | 0.00% | New | 14 | $826 |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $826 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 11 | $649 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $339 |
| Aspect Partners, LLC | 0.00% | New | 5 | $295 |
| Virtus Fixed Income Advisers, LLC | 0.00% | New | 4 | $236 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $118 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $59 |
| Kozak & Associates, Inc. | 0.00% | No change | 1 | $55 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.