Vanguard Short-Term TreasuryVGSHETF
13F holders, Q1 2026 (March 31)1,065holders +18
110new positions
85sold out
5famous investors
$58.47avg. 13F price*
At the end of Q1 2026, 1,065 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 18 from Q4 2025. 110 opened new positions and 85 sold out. The largest holders were JPMorgan Chase & Co. ($3.0B), Morgan Stanley ($1.6B) and Bank of America Corp. ($674.9M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $473.0M |
| Exits | 85 | $182.5M |
All 13F filers, Q4 2025 → Q1 2026: 58,304,544 shares bought and 15,321,817 shares sold, net +42,982,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,065 holders
| JPMorgan Chase & Co. | 0.21% | Add +17.1% | 51,830,651 | $3.0B |
| Morgan Stanley | 0.10% | Add +16.9% | 27,795,731 | $1.6B |
| Bank of America Corp. | 0.05% | Add +10.8% | 11,529,094 | $674.9M |
| Baird Financial Group, Inc. | 0.93% | Add +13.3% | 10,154,088 | $594.4M |
| Goldman Sachs Group Inc. | 0.07% | Add +60.7% | 8,786,540 | $514.4M |
| Northern Trust Corp. | 0.06% | Reduce -5.5% | 7,965,601 | $466.3M |
| UBS Group AG | 0.07% | Add +153.8% | 6,384,245 | $373.7M |
| Orgel Wealth Management, LLC | 7.36% | Reduce -27.8% | 5,832,672 | $341.4M |
| Wells Fargo & Company | 0.07% | Add +51.4% | 5,686,535 | $332.9M |
| Cerity Partners LLC | 0.44% | Add +9.0% | 5,265,965 | $308.3M |
| Rwa Wealth Partners, LLC | 3.27% | Add +34.2% | 5,100,961 | $298.6M |
| NorthRock Partners, LLC | 4.60% | Add +2.9% | 4,867,688 | $285.0M |
| LPL Financial LLC | 0.07% | Add +28.0% | 4,480,376 | $262.3M |
| State Street Corp. | 0.01% | No change | 4,400,000 | $257.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +25.3% | 4,066,826 | $238.1M |
| Raymond James Financial Inc. | 0.07% | Add +5.2% | 3,600,561 | $210.8M |
| M&T Bank Corp | 0.66% | Add +1.7% | 3,446,621 | $201.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.8% | 3,192,770 | $187.0M |
| Arlington Trust Co LLC | 15.95% | Add +179172.1% | 3,092,443 | $181.0M |
| Partners Capital Investment Group, LLP | 6.43% | Add +0.6% | 2,917,104 | $170.8M |
| Pure Financial Advisors, LLC | 2.36% | Add +8.9% | 2,779,808 | $162.7M |
| Royal Bank of Canada | 0.03% | Add +10.1% | 2,481,150 | $145.2M |
| Corient Private Wealth LP | 0.20% | Add +9.1% | 2,437,710 | $142.7M |
| Citigroup Inc. | 0.09% | Add +175.1% | 2,434,252 | $142.5M |
| New York Life Investment Management LLC | 1.13% | Reduce -18.1% | 2,283,713 | $133.7M |
| NewEdge Wealth, LLC | 1.57% | Add +13.5% | 2,240,609 | $131.2M |
| Smithfield Trust Co | 5.42% | Add +4.9% | 2,126,368 | $124.5M |
| TD Private Client Wealth LLC | 2.51% | Add +15.5% | 2,070,258 | $121.2M |
| Nepc LLC | 2.32% | No change | 1,993,299 | $116.7M |
| HighTower Advisors, LLC | 0.12% | Reduce -0.4% | 1,902,776 | $111.4M |
| MAI Capital Management | 0.63% | Add +6.8% | 1,885,493 | $110.4M |
| Osaic Holdings, Inc. | 0.15% | Add +20.6% | 1,767,504 | $103.5M |
| Blue Trust, Inc. | 1.16% | Add +15.7% | 1,736,049 | $101.6M |
| Cambridge Associates LLC /Ma/ | 1.56% | Add +39.3% | 1,673,967 | $98.0M |
| Miller Investment Management, LP | 9.73% | Add +12.8% | 1,673,914 | $98.0M |
| Nomura Asset Management Co. Ltd. | 0.25% | Add +58.1% | 1,644,677 | $96.3M |
| Trustmark Bank Trust Department | 5.79% | Add +42.5% | 1,537,458 | $90.0M |
| Focus Partners Wealth | 0.10% | Add +7.9% | 1,481,747 | $86.7M |
| Beacon Pointe Advisors, LLC | 0.45% | Add +10.5% | 1,442,644 | $84.5M |
| Coldstream Capital Management Inc. | 0.99% | Reduce -2.5% | 1,365,541 | $79.9M |
| Creative Planning | 0.05% | Reduce -7.3% | 1,363,191 | $79.8M |
| First Financial Bankshares Inc | 1.57% | Add +2.2% | 1,331,529 | $77.9M |
| Evensky & Katz LLC | 4.41% | Add +4.6% | 1,324,856 | $77.6M |
| Valmark Advisers, Inc. | 0.88% | Reduce -6.5% | 1,260,898 | $73.8M |
| Oak Harvest Investment Services | 7.50% | Add +28.7% | 1,227,277 | $71.8M |
| Advisory Alpha, LLC | 1.95% | Reduce -6.5% | 1,216,871 | $71.2M |
| Mayport, LLC | 13.12% | Add +10.3% | 1,205,223 | $70.6M |
| Wit, LLC | 1.31% | New | 1,189,666 | $69.6M |
| Elm Partners Management LLC | 2.96% | Reduce -12.3% | 1,165,925 | $68.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.17% | Add +3.9% | 1,150,169 | $67.3M |
| Aptus Capital Advisors, LLC | 0.56% | Add +1192.1% | 1,140,697 | $66.8M |
| Capital Investment Advisors, LLC | 0.97% | Add +805.5% | 1,135,860 | $66.5M |
| First Command Advisory Services, Inc. | 0.43% | Reduce -2.6% | 1,096,947 | $64.2M |
| Truist Financial Corp. | 0.08% | Reduce -3.7% | 1,067,888 | $62.5M |
| Chemistry Wealth Management LLC | 10.92% | Add +2.8% | 1,061,040 | $62.1M |
| Cornerstone Wealth Advisors, Inc. | 14.18% | Add +10.8% | 1,051,879 | $61.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +917.4% | 1,028,572 | $60.2M |
| Presilium Private Wealth, LLC | 10.42% | Add +6.3% | 1,009,460 | $59.1M |
| Cetera Investment Advisers | 0.06% | Add +7.9% | 1,007,296 | $59.0M |
| Retirement Planning Group, LLC | 1.78% | Reduce -18.5% | 979,118 | $57.3M |
| Falcon Wealth Planning | 3.87% | Add +11.2% | 969,208 | $56.7M |
| Capital Advisors Inc. | 0.88% | Add +26441.4% | 935,053 | $54.7M |
| Portland Global Advisors LLC | 5.41% | Add +6.4% | 866,281 | $50.7M |
| Foster Group, Inc. | 1.51% | Add +6.1% | 864,813 | $50.6M |
| Insight 2811, Inc. | 21.67% | Add +3.4% | 851,443 | $49.8M |
| Strata Wealth Advisors, LLC | 13.52% | Reduce -7.0% | 842,394 | $49.3M |
| Wealth Dimensions Group, Ltd. | 9.70% | Add +4.5% | 842,298 | $49.3M |
| Patten & Patten Inc. | 2.96% | Add +2.7% | 838,252 | $49.1M |
| Wellspring Financial Advisors, LLC | 3.38% | Add +59.5% | 769,442 | $45.0M |
| Beacon Capital Management, Inc. | 2.51% | New | 763,790 | $44.7M |
| Klaas Financial Asset Advisors, LLC | 5.99% | New | 740,507 | $43.3M |
| Vanguard Advisers Inc. | 0.17% | — | 732,573 | $42.9M |
| Mariner, LLC | 0.05% | Add +6.5% | 723,029 | $42.3M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -1.9% | 717,884 | $42.0M |
| American Money Management, LLC | 6.45% | Add +3.5% | 696,632 | $40.8M |
| 1834 Investment Advisors Co. | 5.04% | Add +1.1% | 690,209 | $40.4M |
| Armstrong Advisory Group, Inc. | 2.60% | Add +22.9% | 661,171 | $38.7M |
| Warwick Investment Management, Inc. | 5.52% | Add +61.3% | 650,445 | $38.1M |
| Ami Investment Management Inc. | 8.42% | Add +3.1% | 639,260 | $37.4M |
| Pacific Sage Partners, LLC | 5.88% | Add +9.4% | 637,238 | $37.3M |
| Old National Bancorp | 0.62% | Add +2.9% | 630,940 | $36.9M |
| Beacon Bank & Trust | 7.45% | Add +2.0% | 620,644 | $36.3M |
| Johns Hopkins University | 2.62% | No change | 616,877 | $36.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.1% | 608,779 | $35.6M |
| Gould Asset Management LLC | 6.18% | Add +2.6% | 608,248 | $35.6M |
| Facet Wealth, Inc. | 0.61% | Add +8.6% | 605,958 | $35.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.2% | 601,990 | $35.2M |
| Johnson Investment Counsel Inc. | 0.28% | New | 598,351 | $35.0M |
| Westerkirk Capital Inc. | 3.77% | Reduce -31.2% | 597,540 | $35.0M |
| Arista Wealth Management, LLC | 4.24% | Add +2.7% | 595,609 | $34.9M |
| Strategic Financial Services, Inc. | 1.64% | Add +10.5% | 589,560 | $34.5M |
| Brown Advisory Inc. | 0.06% | Reduce -65.7% | 588,276 | $34.4M |
| Opus Capital Group, LLC | 3.69% | Add +1.5% | 586,072 | $34.3M |
| Haverford Trust Co | 0.31% | Add +10.0% | 582,508 | $34.1M |
| Acropolis Investment Management, LLC | 1.48% | Reduce -34.2% | 572,906 | $33.5M |
| Talon Private Wealth, LLC | 4.45% | — | 572,787 | $33.5M |
| Franklin Resources Inc. | 0.01% | Add +5.0% | 568,535 | $33.3M |
| Bleakley Financial Group, LLC | 0.52% | Add +7.5% | 563,005 | $33.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +62.1% | 542,459 | $31.8M |
| Concord Wealth Partners | 4.11% | Add +316462.6% | 541,322 | $31.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.1% | 540,895 | $31.7M |
| Concord Asset Management, LLC | 5.32% | New | 537,841 | $31.5M |
| Brookstone Capital Management | 0.35% | Add +1.1% | 528,993 | $31.0M |
| Five Oceans Advisors | 11.19% | Reduce -4.4% | 528,506 | $30.9M |
| Carnegie Investment Counsel | 0.60% | Reduce -2.6% | 526,441 | $30.8M |
| Stephens Inc. | 0.38% | Add +3.9% | 515,464 | $30.2M |
| Morling Financial Advisors, LLC | 9.27% | Add +8.0% | 513,824 | $30.1M |
| Scopus Asset Management, L.P. | 0.94% | No change | 512,714 | $30.0M |
| Level Financial Advisors | 7.63% | Add +2.0% | 511,047 | $29.9M |
| First National Bank of Omaha | 0.91% | Add +9.0% | 503,543 | $29.5M |
| MassMutual Private Wealth & Trust, FSB | 0.80% | Reduce -0.8% | 501,063 | $29.3M |
| MainStreet Investment Advisors LLC | 4.41% | Reduce -0.9% | 500,440 | $29.3M |
| Winch Advisory Services, LLC | 6.68% | Add +0.2% | 499,633 | $29.2M |
| Cordant, Inc. | 11.48% | Add +3.1% | 482,982 | $28.3M |
| Wolff Financial Management LLC | 6.18% | Add +4.3% | 478,050 | $28.0M |
| Master's Wealth Management Inc. | 9.42% | Add +5.5% | 475,156 | $27.8M |
| Vernal Point Advisors, LLC | 11.31% | Reduce -2.7% | 475,011 | $27.8M |
| Park Avenue Securities LLC | 0.22% | Add +7.2% | 473,656 | $27.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -43.1% | 457,874 | $26.8M |
| Maseco LLP | 0.82% | Reduce -8.8% | 444,321 | $26.0M |
| Invesco Ltd. | 0.00% | New | 444,000 | $26.0M |
| Lido Advisors, LLC | 0.10% | Reduce -1.6% | 440,484 | $25.8M |
| 49 Wealth Management, LLC | 1.90% | Reduce -53.2% | 432,542 | $25.3M |
| Salomon & Ludwin, LLC | 2.26% | Add +6.8% | 431,303 | $25.3M |
| Bank of Montreal | 0.01% | Add +198.2% | 427,387 | $25.0M |
| Strategic Point Investment Advisors, LLC | 3.58% | Reduce -1.8% | 421,278 | $24.7M |
| Alta Advisers Ltd | 8.80% | Add +8.8% | 473,855 | $24.3M |
| Montag A & Associates Inc. | 1.11% | Add +32.0% | 408,628 | $23.9M |
| Anderson Hoagland & Co. | 2.05% | Add +10.6% | 407,510 | $23.9M |
| Vise Technologies, Inc. | 0.47% | No change | 404,642 | $23.8M |
| Vertex Investment Solutions Co., Ltd. | 27.30% | Add +139.6% | 403,700 | $23.6M |
| Kovack Advisors, Inc. | 1.27% | Add +774.9% | 404,601 | $23.6M |
| Lowe Brockenbrough & Co. Inc. | 1.16% | Add +11.2% | 397,844 | $23.3M |
| Ullmann Wealth Partners Group, LLC | 2.39% | Add +18.4% | 393,038 | $23.0M |
| Capital Investment Services of America, Inc. | 2.39% | Add +24.1% | 390,454 | $22.9M |
| Bear Mountain Capital, Inc. | 6.83% | New | 387,737 | $22.7M |
| Peak Asset Management, LLC | 3.98% | Add +0.8% | 385,252 | $22.6M |
| Global Wealth Management Investment Advisory, Inc. | 3.41% | Reduce -4.5% | 371,676 | $21.8M |
| Regions Financial Corp. | 0.14% | Reduce -3.3% | 368,562 | $21.6M |
| Charles Schwab Trust Co | 1.37% | Reduce -4.8% | 359,691 | $21.1M |
| West Virginia University Foundation, Inc | 1.26% | New | 352,644 | $20.6M |
| WBH Advisory Inc. | 1.51% | Add +4.6% | 346,364 | $20.2M |
| Shah Capital Management | 3.85% | Reduce -3.7% | 342,990 | $20.1M |
| Kensington Asset Management, LLC | 1.08% | Add +285.7% | 338,906 | $19.8M |
| Foundations Investment Advisors, LLC | 0.24% | Add +11.3% | 336,662 | $19.7M |
| Retirement Systems of Alabama | 0.07% | Add +108.5% | 336,255 | $19.7M |
| BluePrint Investing LLC | 17.31% | Add +3.9% | 332,808 | $19.5M |
| MML Investors Services, LLC | 0.05% | Reduce -19.6% | 329,736 | $19.3M |
| Human Investing LLC | 2.77% | Add +2.3% | 325,461 | $19.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +17.4% | 323,832 | $19.0M |
| Bokf, NA | 0.28% | Add +21.3% | 317,287 | $18.6M |
| Scratch Capital LLC | 10.57% | Add +13.1% | 315,443 | $18.5M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +1410.3% | 310,265 | $18.2M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -9.1% | 310,421 | $18.1M |
| Grove Bank & Trust | 2.04% | Add +96206.3% | 308,180 | $18.0M |
| Wright Wealth LLC | 11.96% | Add +3.1% | 305,366 | $17.9M |
| Harbour Investments, Inc. | 0.27% | Add +21.6% | 304,191 | $17.8M |
| Compass Planning Associates Inc | 11.26% | Add +27.1% | 300,706 | $17.6M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -0.9% | 298,503 | $17.5M |
| Element Pointe Advisors, LLC | 3.28% | Add +28.1% | 297,186 | $17.4M |
| Private Advisor Group, LLC | 0.08% | Add +8.0% | 294,424 | $17.2M |
| Jones Financial Companies LLLP | 0.01% | Add +15.3% | 290,817 | $17.0M |
| Orser Capital Management, LLC | 11.02% | Reduce -2.5% | 287,915 | $16.9M |
| Axxcess Wealth Management, LLC | 0.53% | Add +0.5% | 283,584 | $16.6M |
| E&R Wealth Management, LLC | 16.52% | Add +5.0% | 283,248 | $16.6M |
| Patriot Investment Management Group, Inc. | 1.06% | Add +7.3% | 282,707 | $16.5M |
| Allen Investment Management, LLC | 0.20% | No change | 281,813 | $16.5M |
| McLean Asset Management Corp | 2.88% | Add +13.3% | 281,653 | $16.5M |
| Venturi Wealth Management, LLC | 0.74% | Add +4337.2% | 281,405 | $16.5M |
| Discipline Wealth Solutions, LLC | 1.73% | Add +172.4% | 281,084 | $16.5M |
| Rogco, LP | 5.47% | Add +10.1% | 279,896 | $16.4M |
| Voisard Asset Management Group, Inc. | 3.45% | Add +4.3% | 276,249 | $16.2M |
| Apella Capital, LLC | 0.24% | Add +21.7% | 271,647 | $15.9M |
| Creative Financial Designs Inc. | 0.95% | Reduce -41.4% | 267,022 | $15.6M |
| Whitcomb & Hess, Inc. | 3.64% | Add +1.7% | 266,677 | $15.6M |
| Studio Investment Management LLC | 2.78% | Add +2.4% | 263,468 | $15.4M |
| TrueWealth Financial Partners | 6.10% | New | 261,409 | $15.3M |
| Kure Advisory, LLC | 8.30% | Add +5.3% | 260,320 | $15.2M |
| Cascade Wealth Advisors, Inc | 6.57% | Reduce -3.4% | 256,473 | $15.0M |
| Drum Hill Capital, LLC | 14.10% | Add +8.4% | 255,127 | $14.9M |
| Northwest Wealth Management, LLC | 2.23% | Add +0.4% | 253,161 | $14.8M |
| O'Domhnaill Enterprises, Inc. | 11.85% | Add +210.0% | 251,145 | $14.7M |
| MOKAN Wealth Management Inc. | 6.45% | Add +2.8% | 248,915 | $14.6M |
| Citadel Advisors | 0.01% | Add +105.8% | 247,720 | $14.5M |
| Blackhawk Capital Partners, LLC | 5.32% | New | 247,517 | $14.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -46.0% | 246,187 | $14.4M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3.6% | 243,960 | $14.3M |
| Guardsman Private Capital Management, Inc. | 11.02% | Add +6.2% | 240,856 | $14.1M |
| Montecito Bank & Trust | 2.29% | Add +2.8% | 237,279 | $13.9M |
| Unison Advisors LLC | 1.04% | Add +14.2% | 234,019 | $13.7M |
| Websterrogers Financial Advisors, LLC | 3.91% | Add +2.3% | 233,326 | $13.7M |
| Heritage Wealth Management, Inc. | 7.60% | Add +85.2% | 232,809 | $13.6M |
| Zevin Asset Management LLC | 1.88% | Add +36.7% | 231,568 | $13.6M |
| Prudential PLC | 0.10% | Reduce -15.5% | 230,250 | $13.5M |
| Annandale Capital, LLC | 2.19% | New | 227,412 | $13.3M |
| Concurrent Investment Advisors, LLC | 0.14% | Reduce -23.8% | 226,604 | $13.3M |
| Arlington Partners LLC | 26.36% | New | 225,571 | $13.2M |
| Investure, LLC | 0.64% | No change | 222,200 | $13.0M |
| Quadrant Capital Group LLC | 0.39% | Add +27.3% | 220,758 | $12.9M |
| Kings Path Partners LLC | 4.44% | Reduce -0.1% | 220,345 | $12.9M |
| Compass Wealth Management, LLC | 5.47% | Reduce -47.3% | 218,787 | $12.8M |
| Cypress Capital, LLC | 3.64% | Add +3.5% | 218,505 | $12.8M |
| Empowered Funds, LLC | 0.08% | Reduce -13.0% | 218,292 | $12.7M |
| GEN Financial Management, INC. | 7.88% | Reduce -6.3% | 217,502 | $12.7M |
| ARK & TLK Investments, LLC | 3.44% | Add +6.9% | 216,690 | $12.7M |
| AE Wealth Management LLC | 0.07% | Reduce -77.2% | 211,245 | $12.4M |
| Capital Investment Advisory Services, LLC | 0.88% | Reduce -1.9% | 205,558 | $12.0M |
| Russell Investments Group, Ltd. | 0.01% | No change | 204,309 | $12.0M |
| Arkadios Wealth Advisors | 0.20% | Add +0.3% | 202,018 | $11.8M |
| Captrust Financial Advisors | 0.02% | Add +3.8% | 193,266 | $11.3M |
| DDD Partners, LLC | 0.78% | Add +24.3% | 191,466 | $11.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +5.5% | 191,120 | $11.2M |
| Causey Wealth LLC | 4.72% | Add +38.5% | 189,901 | $11.1M |
| Novem Group | 1.28% | New | 189,693 | $11.1M |
| Calder Financial LLC | 11.01% | Add +8.0% | 190,042 | $11.1M |
| Unconventional Investor, LLC | 5.22% | Add +13.3% | 187,955 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +0.4% | 186,747 | $10.9M |
| Elite Financial, Inc. | 4.90% | Add +9.4% | 186,607 | $10.9M |
| Roundview Capital LLC | 0.68% | Add +3.1% | 186,244 | $10.9M |
| Middleton & Co. Inc. | 1.23% | Add +3.4% | 184,229 | $10.8M |
| Horizon Financial Services, LLC | 4.69% | Reduce -1.4% | 181,415 | $10.6M |
| HM Payson & Co. | 0.15% | Add +3.5% | 176,228 | $10.3M |
| Disciplined Investments, LLC | 3.65% | Add +8.5% | 173,730 | $10.2M |
| Lazard Asset Management LLC | 0.02% | Add +1.6% | 172,587 | $10.1M |
| EPG Wealth Management LLC | 2.74% | Add +1.0% | 172,480 | $10.1M |
| CreativeOne Wealth, LLC | 0.23% | Add +2.0% | 169,527 | $9.9M |
| United Capital Financial Advisors, LLC | 0.06% | Add +7.8% | 168,711 | $9.9M |
| Fifth Third Bancorp | 0.02% | Add +33062.8% | 166,809 | $9.8M |
| Monograph Wealth Advisors, LLC | 0.92% | Add +51.2% | 166,561 | $9.8M |
| Nicolet Bankshares Inc. | 0.36% | Add +1054.2% | 166,721 | $9.7M |
| Greenwood Capital Associates LLC | 1.07% | Reduce -2.8% | 166,037 | $9.7M |
| Values First Advisors, Inc. | 5.01% | Add +1.8% | 164,293 | $9.6M |
| Beverly Hills Private Wealth, LLC | 1.62% | Add +34.5% | 163,652 | $9.6M |
| Cravens & Co Advisors, LLC | 6.21% | Add +4.8% | 163,315 | $9.6M |
| EverSource Wealth Advisors, LLC | 0.29% | Add +5.3% | 162,479 | $9.5M |
| Sollinda Capital Management LLC | 2.31% | Reduce -4.8% | 162,448 | $9.5M |
| National Bank of Canada | 0.01% | Reduce -15.3% | 161,889 | $9.5M |
| Kathmere Capital Management, LLC | 0.58% | Add +66.3% | 160,879 | $9.4M |
| Compton Wealth Advisory Group, LLC | 2.09% | Add +4.7% | 161,013 | $9.4M |
| Sage Mountain Advisors LLC | 0.64% | Add +31.9% | 157,323 | $9.2M |
| Smartleaf Asset Management LLC | 0.33% | Add +1061.0% | 155,582 | $9.1M |
| Ameritas Advisory Services, LLC | 0.35% | Add +1896.3% | 153,357 | $9.0M |
| Guardian Wealth Management, LLC | 2.69% | Add +14.5% | 151,684 | $8.9M |
| Altiora Financial Group, LLC | 1.44% | Add +71.6% | 149,217 | $8.7M |
| Integrated Advisors Network LLC | 0.46% | Add +3.1% | 148,484 | $8.7M |
| Titleist Asset Management, LLC | 0.65% | Add +13.5% | 146,246 | $8.6M |
| Efficient Advisors, LLC | 0.61% | Reduce -53.6% | 145,860 | $8.5M |
| Shufro Rose & Co. LLC | 0.58% | Add +5.5% | 145,157 | $8.5M |
| Vident Advisory, LLC | 0.07% | Add +41.1% | 144,490 | $8.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -29.3% | 144,118 | $8.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +18.1% | 144,610 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 143,994 | $8.4M |
| First American Trust, FSB | 0.57% | Add +1.9% | 143,987 | $8.4M |
| Cape Ann Savings Bank | 4.20% | Add +1.3% | 142,722 | $8.4M |
| Biltmore Wealth Management, LLC | 2.97% | Add +4.1% | 142,622 | $8.3M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -4.4% | 139,992 | $8.2M |
| Woodmont Investment Counsel LLC | 0.50% | Add +3.0% | 138,845 | $8.1M |
| Beacon Financial Strategies CORP | 4.59% | Add +1.5% | 138,179 | $8.1M |
| Members Advisory Group LLC | 2.74% | New | 136,645 | $8.0M |
| Oak Family Advisors, LLC | 2.41% | Add +166.2% | 133,429 | $7.8M |
| Bull Street Advisors, LLC | 3.85% | Reduce -3.4% | 132,917 | $7.8M |
| GFS Advisors, LLC | 0.50% | New | 403,990 | $7.7M |
| Ascentis Independent Advisors | 0.58% | Add +95.4% | 131,739 | $7.7M |
| Certified Advisory Corp | 0.69% | Add +0.9% | 130,677 | $7.6M |
| Conservest Capital Advisors, Inc. | 0.69% | Reduce -45.6% | 130,033 | $7.6M |
| Signal Advisors Wealth, LLC | 0.52% | Add +27.2% | 129,283 | $7.6M |
| Mechanics Financial Corp | 3.16% | Add +9.0% | 128,713 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.2% | 128,309 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +6.2% | 126,720 | $7.4M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -3.1% | 125,276 | $7.3M |
| Metropolitan Life Insurance Co | 2.20% | No change | 123,600 | $7.2M |
| Aventus Investment Advisors, Inc. | 6.07% | Add +7.3% | 122,532 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +114.9% | 122,407 | $7.2M |
| SCS Capital Management LLC | 0.07% | Reduce -28.0% | 120,694 | $7.1M |
| David Kennon Inc | 2.50% | New | 119,020 | $7.0M |
| Donoghue Forlines LLC | 1.93% | New | 119,000 | $7.0M |
| CWA Asset Management Group, LLC | 0.24% | Add +39.4% | 118,934 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.6% | 117,873 | $6.9M |
| Muirfield Wealth Advisors LLC | 5.04% | Reduce -0.2% | 117,107 | $6.9M |
| Financial Plan, Inc. | 0.73% | Reduce -0.2% | 115,763 | $6.8M |
| Betterment LLC | 0.01% | Add +37.0% | 114,733 | $6.7M |
| NewSquare Capital LLC | 0.58% | Reduce -64.1% | 113,115 | $6.6M |
| Lauer Wealth, LLC | 5.27% | Add +4.2% | 112,535 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +36.7% | 111,571 | $6.5M |
| World Investment Advisors | 0.10% | Add +21.6% | 110,103 | $6.4M |
| Marotta Asset Management | 1.17% | Add +11.9% | 109,376 | $6.4M |
| Spectrum Financial Alliance Ltd LLC | 1.22% | Add +6.2% | 108,286 | $6.3M |
| Safir Wealth Advisors, LLC | 4.54% | Reduce -0.1% | 107,331 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +6.0% | 106,186 | $6.2M |
| Echo45 Advisors LLC | 3.41% | Add +3.3% | 103,512 | $6.1M |
| Zacks Investment Management | 0.05% | Reduce -14.0% | 103,119 | $6.0M |
| Rockingstone Advisors LLC | 2.76% | Add +1.4% | 102,680 | $6.0M |
| Capitolis Liquid Global Markets LLC | 0.04% | — | 100,200 | $5.9M |
| Strategic Investment Solutions, Inc. | 1.41% | Add +4.5% | 101,024 | $5.9M |
| AmeriServ Wealth Advisors | 3.72% | Reduce -7.7% | 99,678 | $5.8M |
| Hexagon Capital Partners LLC | 0.85% | Add +1.5% | 99,262 | $5.8M |
| Roble, Belko & Company, Inc | 0.74% | Add +24.6% | 98,791 | $5.8M |
| Horizon Kinetics Asset Management LLC | 0.06% | Reduce -10.3% | 98,748 | $5.8M |
| AQR Capital Management | 0.00% | Add +165.3% | 97,917 | $5.7M |
| Archford Capital Strategies, LLC | 0.65% | New | 97,445 | $5.7M |
| CENTRAL TRUST Co | 0.11% | Add +38.4% | 97,232 | $5.7M |
| Steele Capital Management, Inc. | 0.23% | New | 96,314 | $5.6M |
| XY Planning Network, Inc. | 0.90% | Reduce -1.0% | 96,572 | $5.6M |
| Marion Wealth Management | 1.25% | Reduce -26.0% | 96,221 | $5.6M |
| Scotia Capital Inc. | 0.02% | Reduce -27.3% | 95,644 | $5.6M |
| OneAscent Investment Solutions LLC | 5.58% | Add +7.5% | 95,342 | $5.6M |
| Oak Grove Capital LLC | 0.95% | Reduce -2.6% | 94,900 | $5.6M |
| Cornerstone Financial Management LLC | 5.04% | Add +9.7% | 93,920 | $5.5M |
| Avior Wealth Management, LLC | 0.15% | Add +81.2% | 93,067 | $5.4M |
| Colony Family Offices, LLC | 1.34% | Reduce -1.6% | 92,770 | $5.4M |
| Fortune Financial Advisors, LLC | 2.75% | Add +5.2% | 92,175 | $5.4M |
| Retirement Financial Solutions, LLC | 1.53% | Reduce -7.7% | 91,246 | $5.3M |
| Octavia Wealth Advisors, LLC | 0.51% | Reduce -44.2% | 91,209 | $5.3M |
| Citizens Financial Group Inc. | 0.07% | Add +10.7% | 89,870 | $5.3M |
| Institute for Wealth Management, LLC. | 0.56% | Add +23.0% | 89,762 | $5.3M |
| Summit Trail Advisors, LLC | 0.07% | Reduce -64.6% | 89,436 | $5.2M |
| Everett Harris & Co. | 0.07% | Add +26.1% | 89,380 | $5.2M |
| Elmwood Wealth Management, Inc. | 1.43% | Add +0.2% | 88,340 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +7.1% | 88,069 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +4.0% | 87,659 | $5.1M |
| Hara Capital LLC | 2.56% | Reduce -17.1% | 87,527 | $5.1M |
| Independent Advisor Alliance | 0.05% | Add +193.6% | 86,555 | $5.1M |
| Curran Financial Partners, LLC | 0.90% | Add +19.3% | 85,950 | $5.0M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -9.7% | 85,420 | $5.0M |
| Jump Financial, LLC | 0.08% | Add +11.0% | 85,219 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.89% | Add +0.3% | 84,988 | $5.0M |
| Brucke Financial, Inc. | 2.52% | Add +39.0% | 84,813 | $5.0M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -6.7% | 84,219 | $4.9M |
| CWC Advisors, LLC. | 2.35% | Add +4.2% | 84,193 | $4.9M |
| Journey Advisory Group, LLC | 0.42% | Reduce -25.6% | 83,234 | $4.9M |
| Whittier Trust Co. | 0.05% | Add +3.1% | 83,316 | $4.9M |
| Aegis Wealth Management LLC | 2.72% | Add +6.1% | 81,164 | $4.8M |
| Boston Family Office LLC | 0.32% | Add +14.3% | 80,957 | $4.7M |
| Culbertson A N & Co. Inc. | 0.61% | Reduce -0.8% | 80,906 | $4.7M |
| Cardiff Park Advisors, LLC | 0.37% | Add +49.8% | 80,037 | $4.7M |
| White Lighthouse Investment Management Inc. | 0.64% | Add +6.7% | 79,357 | $4.6M |
| Tennessee Valley Asset Management Partners | 0.61% | Reduce -4.6% | 78,797 | $4.6M |
| Oppenheimer & Co. Inc. | 0.06% | Add +5.6% | 78,751 | $4.6M |
| Belpointe Asset Management LLC | 0.17% | Add +7.3% | 77,571 | $4.5M |
| MCF Advisors LLC | 0.20% | Reduce -7.2% | 77,137 | $4.5M |
| Koshinski Asset Management, Inc. | 0.28% | Add +17.2% | 76,926 | $4.5M |
| Truepoint, Inc. | 0.10% | Add +1.6% | 76,849 | $4.5M |
| Alhambra Investment Management LLC | 2.08% | Add +10.4% | 76,806 | $4.5M |
| Prospera Financial Services Inc | 0.07% | New | 76,798 | $4.5M |
| CBM Financial, LLC | 2.80% | Add +3.6% | 76,545 | $4.5M |
| Impact Investors, Inc | 3.11% | Add +24.6% | 76,389 | $4.5M |
| GeoWealth Management, LLC | 0.16% | Add +81.0% | 75,630 | $4.4M |
| HB Wealth Management, LLC | 0.03% | Reduce -19.7% | 74,747 | $4.4M |
| Arvest Investments, Inc. | 0.60% | Add +2.2% | 74,708 | $4.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +38.3% | 74,313 | $4.4M |
| Mill Creek Capital Advisors, LLC | 0.09% | Reduce -64.7% | 73,895 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -19.6% | 73,415 | $4.3M |
| Cordatus Wealth Management LLC | 1.02% | New | 73,041 | $4.3M |
| Climber Capital SA | 2.79% | Reduce -16.7% | 72,747 | $4.3M |
| Tillman Hartley LLC | 1.06% | Reduce -0.9% | 72,070 | $4.2M |
| Capital Investment Counsel, LLC | 0.58% | Add +1.1% | 71,749 | $4.2M |
| Kassira Wealth Management LLC | 3.85% | Add +3.9% | 71,569 | $4.2M |
| CWS Financial Advisors, LLC | 1.05% | Add +8.8% | 70,329 | $4.1M |
| Cambient Family Office, LLC | 0.57% | Add +221.4% | 70,192 | $4.1M |
| Advisory Research Inc. | 0.50% | No change | 69,657 | $4.1M |
| Summit Financial, LLC | 0.05% | Add +415.8% | 69,436 | $4.1M |
| Marietta Wealth Management, LLC | 0.48% | Add +3.7% | 69,271 | $4.1M |
| RFG Advisory, LLC | 0.07% | Reduce -3.4% | 69,167 | $4.0M |
| Cornerstone Financial Group, LLC | 2.56% | Reduce -0.3% | 68,425 | $4.0M |
| Nwam LLC | 0.23% | Add +18.9% | 67,258 | $3.9M |
| Mather Group, Llc. | 0.04% | Add +23.2% | 66,790 | $3.9M |
| Triad Investment Management | 4.60% | Reduce -24.2% | 66,562 | $3.9M |
| Welch Group, LLC | 0.15% | Add +4.6% | 66,335 | $3.9M |
| Breakwater Investment Management | 1.43% | Reduce -1.4% | 65,766 | $3.8M |
| Argent Trust Co | 0.13% | Reduce -0.7% | 64,663 | $3.8M |
| Curi Capital, LLC | 0.07% | Add +1.8% | 64,105 | $3.8M |
| Signet Financial Management, LLC | 0.42% | Reduce -1.9% | 63,706 | $3.7M |
| Simplicity Wealth,LLC | 0.21% | Reduce -30.3% | 63,025 | $3.7M |
| Burney Co./ | 0.12% | Add +54.4% | 62,831 | $3.7M |
| Savvy Advisors, Inc. | 0.10% | Add +79.0% | 62,636 | $3.7M |
| Lionshead Wealth Management, LLC | 2.70% | Add +49.4% | 62,627 | $3.7M |
| Trek Financial, LLC | 0.19% | Add +253.2% | 62,605 | $3.7M |
| Xcelsior Advisor Partners LLC | 1.40% | Reduce -11.4% | 62,400 | $3.7M |
| Titan Investment Management LLC | 3.18% | Add +8.0% | 61,635 | $3.6M |
| Allworth Financial LP | 0.01% | Add +0.2% | 60,732 | $3.6M |
| Tortoise Investment Management, LLC | 0.29% | Add +20.7% | 60,074 | $3.5M |
| Seven Mile Advisory | 2.52% | Reduce -82.8% | 59,538 | $3.5M |
| Valley Financial Group, Inc. | 1.88% | Reduce -2.1% | 59,507 | $3.5M |
| Thomas Story & Son LLC | 1.32% | Reduce -14.8% | 58,802 | $3.4M |
| Ieq Capital, LLC | 0.02% | Add +14.0% | 57,798 | $3.4M |
| MRWM Advisors, LLC | 1.82% | Add +20.9% | 57,273 | $3.4M |
| Manchester Capital Management LLC | 0.48% | Reduce -12.3% | 56,416 | $3.3M |
| Essential Partners LLC | 1.11% | Add +11.7% | 56,356 | $3.3M |
| Asset One Wealth Management LLC | 0.36% | Reduce -4.9% | 56,335 | $3.3M |
| Balboa Wealth Partners | 0.55% | Reduce -14.5% | 56,281 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.0% | 56,030 | $3.3M |
| 4WEALTH Advisors, Inc. | 2.80% | Add +6.3% | 56,015 | $3.3M |
| Iron Gate Global Advisors LLC | 0.34% | Add +74.0% | 55,775 | $3.3M |
| South Plains Financial, Inc. | 1.88% | Add +2.6% | 55,318 | $3.2M |
| Heck Capital Advisors, LLC | 0.24% | Reduce -24.6% | 55,097 | $3.2M |
| Wedmont Private Capital | 0.10% | Reduce -6.1% | 54,950 | $3.2M |
| Miller Financial Services LLC | 3.57% | Add +7.7% | 54,687 | $3.2M |
| Benjamin Edwards Inc. | 0.03% | Add +198.3% | 54,211 | $3.2M |
| RoundAngle Advisors LLC | 2.32% | Add +3.0% | 53,041 | $3.1M |
| Index Fund Advisors, Inc. | 0.14% | Add +93.7% | 52,295 | $3.1M |
| Successful Portfolios LLC | 1.64% | Reduce -1.6% | 50,856 | $3.0M |
| Arax Advisory Partners | 0.08% | Add +26.1% | 50,756 | $3.0M |
| American Investment Services, Inc. | 0.66% | Add +2.1% | 50,210 | $2.9M |
| BIP Wealth, LLC | 0.12% | Add +105.3% | 50,103 | $2.9M |
| Stokes Family Office, LLC | 0.30% | Reduce -9.5% | 49,394 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Reduce -87.8% | 48,450 | $2.8M |
| North Capital, Inc. | 2.39% | Reduce -0.5% | 48,234 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -4.2% | 48,187 | $2.8M |
| Quattro Financial Advisors LLC | 0.85% | Add +9.6% | 48,017 | $2.8M |
| &partners | 0.01% | Add +27.6% | 47,959 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +122.6% | 47,625 | $2.8M |
| Raffa Wealth Management, LLC | 0.44% | Add +6.1% | 47,616 | $2.8M |
| IFC & Insurance Marketing, Inc. | 2.89% | Add +143.6% | 47,217 | $2.8M |
| Anchor Investment Management, LLC | 0.23% | Reduce -8.8% | 46,960 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +131.6% | 46,822 | $2.7M |
| Gotham Asset Management | 0.01% | Reduce -11.7% | 46,573 | $2.7M |
| Three Bearings Fiduciary Advisors, Inc. | 2.63% | Reduce -5.8% | 46,485 | $2.7M |
| CFO4Life Group, LLC | 0.41% | Add +29.7% | 46,348 | $2.7M |
| BDFS Capital LLC | 1.30% | Add +4.5% | 46,250 | $2.7M |
| Hayek Kallen Investment Management | 0.88% | New | 46,210 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +3.3% | 45,110 | $2.6M |
| Accurate Wealth Management, LLC | 0.31% | Reduce -14.2% | 44,797 | $2.6M |
| Wescott Financial Advisory Group, LLC | 0.23% | Add +3.5% | 44,158 | $2.6M |
| Circle Wealth Management, LLC | 0.04% | No change | 44,109 | $2.6M |
| Hassell Wealth Management, LLC | 0.86% | New | 43,961 | $2.6M |
| HRT Financial LP | 0.01% | Add +177.7% | 43,761 | $2.6M |
| Moody National Bank Trust Division | 0.24% | Add +59.7% | 43,219 | $2.5M |
| Hills Bank & Trust Co | 0.12% | Add +15.0% | 42,931 | $2.5M |
| Founders Financial Securities LLC | 0.14% | Add +281.3% | 42,928 | $2.5M |
| Windward Private Wealth Management Inc. | 0.87% | Reduce -2.5% | 42,844 | $2.5M |
| Pinnacle Bancorp, Inc. | 0.74% | Add +12.8% | 42,600 | $2.5M |
| Grove Street Fiduciary, LLC | 1.10% | Reduce -0.2% | 42,598 | $2.5M |
| Mountain Pacific Investment Advisers LLC | 0.43% | No change | 42,437 | $2.5M |
| Investment Advisory Group, LLC | 0.63% | Reduce -3.1% | 42,124 | $2.5M |
| Ridgewood Investments LLC | 1.00% | — | 41,615 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -28.9% | 41,364 | $2.4M |
| Pacific Park Financial, Inc. | 1.58% | Add +2.4% | 41,325 | $2.4M |
| Transcendent Capital Group LLC | 1.10% | Reduce -0.8% | 41,252 | $2.4M |
| AXS Investments LLC | 0.97% | Add +53.6% | 41,147 | $2.4M |
| Checchi Capital Advisers, LLC | 0.16% | Reduce -4.9% | 40,791 | $2.4M |
| Autumn Glory Partners, LLC | 0.87% | New | 40,670 | $2.4M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -1.3% | 40,601 | $2.4M |
| Sage Rhino Capital LLC | 0.44% | New | 40,582 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +39.5% | 40,491 | $2.4M |
| Security Financial Services, INC. | 0.37% | Add +12.8% | 40,298 | $2.4M |
| LifeGuide Financial Advisors, LLC | 0.75% | Reduce -1.6% | 40,288 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.81% | Reduce -0.8% | 40,096 | $2.3M |
| Tranquilli Financial Advisor LLC | 1.37% | New | 40,017 | $2.3M |
| PYA Waltman Capital, LLC | 0.65% | Reduce -2.9% | 39,954 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +20.7% | 39,687 | $2.3M |
| Zhang Financial LLC | 0.08% | Add +10.4% | 39,188 | $2.3M |
| Intelligence Driven Advisers, LLC | 0.40% | Add +24.5% | 39,035 | $2.3M |
| Chandler Asset Management, Inc. | 0.34% | Add +0.3% | 38,295 | $2.2M |
| Fiduciary Trust Co | 0.03% | Add +4.7% | 38,213 | $2.2M |
| PFG Advisors | 0.11% | Add +1.3% | 37,820 | $2.2M |
| Midwestern Financial, LLC | 1.72% | Reduce -11.5% | 37,415 | $2.2M |
| Birchbrook, Inc. | 1.07% | Add +4.7% | 37,293 | $2.2M |
| Kuhn & Co Investment Counsel | 1.39% | Add +10.9% | 36,958 | $2.2M |
| Chilton Investment Co. Inc. | 0.05% | New | 36,914 | $2.2M |
| MBA Advisors LLC | 0.83% | Add +31.8% | 36,837 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Reduce -7.7% | 36,667 | $2.1M |
| SMART Wealth LLC | 0.62% | Reduce -25.3% | 36,285 | $2.1M |
| Shayne & Jacobs, LLC | 0.65% | No change | 35,855 | $2.1M |
| Horizon Investments, LLC | 0.02% | Add +247.4% | 35,916 | $2.1M |
| Clarity Capital Advisors, LLC | 0.97% | Add +35.0% | 35,648 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.5% | 35,516 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -2.0% | 35,499 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.17% | New | 35,493 | $2.1M |
| Continental Investors Services, Inc. | 1.92% | Add +65.8% | 34,798 | $2.0M |
| LJI Wealth Management, LLC | 0.32% | No change | 33,761 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 33,631 | $2.0M |
| McDonough Capital Management, Inc | 1.07% | Reduce -7.2% | 33,349 | $2.0M |
| Addison Capital Co | 0.34% | New | 32,580 | $1.9M |
| Parkway Wealth Management Group, LLC | 0.24% | Add +15.1% | 32,473 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.4% | 32,061 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -1.2% | 31,786 | $1.9M |
| Headinvest, LLC | 0.38% | Add +3.5% | 31,464 | $1.8M |
| Nest Investments, LLC | 1.49% | Reduce -6.3% | 31,256 | $1.8M |
| Evoke Wealth, LLC | 0.03% | Reduce -2.0% | 30,530 | $1.8M |
| Arena Capital Advisors, LLC- CA | 8.22% | New | 30,000 | $1.8M |
| eCIO, Inc. | 0.77% | Add +13.4% | 29,968 | $1.8M |
| Global Trust Asset Management, LLC | 0.67% | New | 29,741 | $1.7M |
| Councilor Wealth, LLC | 0.84% | New | 29,429 | $1.7M |
| First Bancorp, Inc | 0.86% | No change | 29,417 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +20.9% | 29,339 | $1.7M |
| Evansbrook LLC | 1.15% | No change | 29,297 | $1.7M |
| GMO | 0.00% | Add +204.9% | 29,247 | $1.7M |
| REDW Wealth LLC | 0.68% | Reduce -4.3% | 29,218 | $1.7M |
| SBI Securities Co., Ltd. | 0.05% | Add +13.5% | 28,569 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +73.8% | 28,495 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +329.1% | 28,301 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +329.1% | 28,301 | $1.7M |
| Fund Evaluation Group, LLC | 0.05% | No change | 28,029 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +526.3% | 27,982 | $1.6M |
| Bearing Point Capital, LLC | 0.26% | Reduce -22.7% | 27,980 | $1.6M |
| RS Crum Inc. | 0.32% | Add +34.2% | 27,930 | $1.6M |
| Rockwood Wealth Management, LLC | 0.12% | Add +79.3% | 27,819 | $1.6M |
| Tidal Investments LLC | 0.01% | New | 27,734 | $1.6M |
| American National Bank & Trust | 0.15% | Add +13.7% | 27,681 | $1.6M |
| Legacy Wealth Asset Management, LLC | 0.39% | Add +12.9% | 27,659 | $1.6M |
| Hegarty Advisors, LLC | 1.27% | Reduce -8.4% | 27,537 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Reduce -10.0% | 27,451 | $1.6M |
| TRUE Private Wealth Advisors | 0.15% | Add +119.9% | 27,306 | $1.6M |
| Canal Capital Management, LLC | 0.21% | Reduce -17.4% | 27,135 | $1.6M |
| VestGen Advisors, LLC | 0.04% | New | 27,147 | $1.6M |
| VERITY Wealth Advisors | 1.04% | Add +4.1% | 26,702 | $1.6M |
| Verus Financial Partners, Inc. | 0.14% | Reduce -12.6% | 26,690 | $1.6M |
| Applied Capital LLC | 0.58% | Add +28.6% | 26,466 | $1.5M |
| Agf Management Ltd. | 0.01% | Reduce -5.4% | 26,120 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Add +10.4% | 26,069 | $1.5M |
| Centurion Wealth Management LLC | 0.34% | Add +0.0% | 25,951 | $1.5M |
| Barton Investment Management | 0.19% | Reduce -2.5% | 25,934 | $1.5M |
| Summit Wealth Partners, LLC | 0.24% | Add +1.1% | 25,571 | $1.5M |
| BancFirst Trust & Investment Management | 0.66% | Add +5.5% | 25,590 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -11.2% | 25,536 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.03% | New | 25,523 | $1.5M |
| GatePass Capital, LLC | 0.74% | Reduce -13.6% | 25,500 | $1.5M |
| Obsidian Cio, LLC | 1.34% | New | 25,432 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +9.2% | 25,265 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.07% | Add +0.6% | 25,246 | $1.5M |
| Flagship Wealth Advisors, LLC | 0.63% | Reduce -16.6% | 24,959 | $1.5M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -9.1% | 24,940 | $1.5M |
| Five Pine Wealth Management | 0.90% | Add +67.3% | 24,773 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +4.4% | 24,640 | $1.4M |
| Mills Wealth Advisors LLC | 0.50% | New | 24,489 | $1.4M |
| First Horizon Corp. | 0.06% | Add +22.7% | 24,048 | $1.4M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -34.2% | 23,949 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.29% | Add +6.8% | 23,944 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +2.3% | 23,081 | $1.4M |
| Red Tortoise LLC | 0.56% | Add +0.5% | 22,830 | $1.3M |
| Frontier Asset Management, LLC | 0.28% | Add +33.0% | 22,694 | $1.3M |
| Arkansas Financial Group, Inc. | 0.18% | Add +27.7% | 22,608 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -0.7% | 22,556 | $1.3M |
| ETF Portfolio Partners, Inc. | 0.35% | Reduce -0.8% | 22,496 | $1.3M |
| PFG Investments, LLC | 0.06% | Reduce -2.3% | 22,421 | $1.3M |
| Huntington National Bank | 0.01% | New | 22,263 | $1.3M |
| Ranch Capital Advisors Inc. | 0.47% | Add +0.6% | 21,973 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +0.9% | 21,942 | $1.3M |
| Gibraltar Capital Management, Inc. | 0.22% | Add +42.7% | 21,948 | $1.3M |
| Sepio Capital, LP | 0.07% | No change | 21,873 | $1.3M |
| Rothschild Capital Partners, LLC | 0.32% | Add +19.0% | 21,848 | $1.3M |
| Advyzon Investment Management, LLC | 0.11% | Add +26.6% | 21,638 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.09% | Reduce -4.2% | 21,632 | $1.3M |
| Pasadena Private Wealth, LLC | 0.18% | New | 21,519 | $1.3M |
| TrueWealth Advisors, LLC | 0.32% | Reduce -54.1% | 21,400 | $1.3M |
| Entrust Financial LLC | 0.87% | Add +7.1% | 21,286 | $1.2M |
| Rinkey Investments | 0.32% | Add +12.9% | 21,249 | $1.2M |
| Advanced Asset Management Advisors Inc | 0.34% | Add +1.1% | 21,070 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +72.6% | 20,795 | $1.2M |
| Fullerton Advisors, LLC | 1.26% | Reduce -9.5% | 20,769 | $1.2M |
| FMR LLC | 0.00% | Add +37.7% | 20,701 | $1.2M |
| Defined Wealth Management, LLC | 0.71% | Add +1.5% | 20,584 | $1.2M |
| Certuity, LLC | 0.08% | New | 20,539 | $1.2M |
| United Community Bank | 0.40% | New | 20,537 | $1.2M |
| Summit Global Investments | 0.07% | Reduce -1.3% | 20,231 | $1.2M |
| Davis R M Inc. | 0.02% | Reduce -5.0% | 20,059 | $1.2M |
| Kitching Partners, LLC | 1.08% | Add +30.9% | 20,043 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.83% | No change | 20,000 | $1.2M |
| Diligent Investors, LLC | 0.29% | No change | 20,000 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 19,859 | $1.2M |
| Avise Financial Cooperative, Inc. | 0.96% | Add +19.6% | 19,652 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +0.0% | 19,637 | $1.1M |
| Seeds Investor LLC | 0.16% | New | 19,628 | $1.1M |
| Hardin Capital Partners, LLC | 0.53% | Add +2.5% | 19,586 | $1.1M |
| Strive Financial Group ,LLC | 0.61% | New | 19,455 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Add +8.7% | 19,381 | $1.1M |
| Belleair Asset Management, LLC | 1.03% | Reduce -4.7% | 19,241 | $1.1M |
| Estate Counselors, LLC | 0.10% | Reduce -87.0% | 19,145 | $1.1M |
| Greenspring Advisors, LLC | 0.07% | Add +7.2% | 19,097 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +4.4% | 19,028 | $1.1M |
| Rothschild Wealth LLC | 0.10% | Reduce -10.6% | 18,859 | $1.1M |
| North Dallas Bank & Trust Co. | 0.75% | Reduce -2.1% | 18,853 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +6.4% | 18,850 | $1.1M |
| Congress Park Capital LLC | 0.34% | Reduce -8.5% | 18,750 | $1.1M |
| Great Waters Wealth Management | 0.12% | Add +2.9% | 18,713 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -16.2% | 18,692 | $1.1M |
| MBE Wealth Management, LLC | 0.45% | Reduce -16.6% | 18,655 | $1.1M |
| Avestar Capital, LLC | 0.07% | No change | 18,492 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -0.7% | 18,457 | $1.1M |
| St Germain D J Co. Inc. | 0.04% | Reduce -6.8% | 18,443 | $1.1M |
| D.B. Root & Company, LLC | 0.26% | Add +105.2% | 18,363 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -0.9% | 18,363 | $1.1M |
| Absolute Capital Management, LLC | 0.35% | Reduce -3.5% | 18,116 | $1.1M |
| Aspiriant, LLC | 0.03% | Add +13.7% | 17,992 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.17% | Add +0.5% | 17,919 | $1.0M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +86.9% | 17,887 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -6.2% | 17,863 | $1.0M |
| Hilton Capital Management, LLC | 0.08% | New | 17,508 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +50.3% | 17,374 | $1.0M |
| Woodward Diversified Capital, LLC | 0.46% | New | 17,326 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +3.9% | 17,036 | $997K |
| Arcus Capital Partners, LLC | 0.35% | No change | 16,867 | $987K |
| Hobbs Group Advisors, LLC | 0.30% | Reduce -29.0% | 16,863 | $987K |
| SeaBridge Investment Advisors LLC | 0.17% | No change | 16,848 | $986K |
| Ballentine Partners, LLC | 0.01% | New | 16,752 | $981K |
| Advisory Services Network, LLC | 0.01% | Reduce -28.8% | 16,735 | $980K |
| Blair William & Co. | 0.00% | Reduce -13.5% | 16,681 | $976K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,615 | $973K |
| Iams Wealth Management, LLC | 0.34% | Reduce -7.4% | 16,502 | $966K |
| Silverlake Wealth Management LLC | 0.20% | New | 16,348 | $957K |
| Sovran Advisors, LLC | 0.07% | Reduce -4.2% | 16,006 | $936K |
| TritonPoint Partners, LLC | 0.34% | New | 15,974 | $935K |
| Compass Ion Advisors, LLC | 0.09% | Reduce -20.1% | 15,937 | $933K |
| AMG National Trust Bank | 0.02% | New | 15,670 | $917K |
| Schiavi & Co LLC | 0.27% | Reduce -3.3% | 15,536 | $909K |
| Kaizen Financial Strategies | 0.39% | Reduce -12.3% | 15,526 | $908K |
| Inlight Wealth Management, LLC | 0.34% | Add +13.3% | 15,457 | $905K |
| Broussard Financial Group LLC | 0.72% | Add +9.3% | 15,439 | $904K |
| Stratos Investment Management, LLC | 0.04% | Add +9.1% | 15,412 | $902K |
| KRM Wealth Management L.L.C. | 0.47% | Reduce -0.9% | 15,388 | $901K |
| Clarendon Private LLC | 0.69% | New | 15,335 | $898K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | Reduce -5.2% | 15,329 | $897K |
| Vertrix Wealth Management, LLC | 0.33% | — | 15,152 | $887K |
| West Paces Advisors Inc. | 0.17% | Add +0.0% | 15,016 | $879K |
| Valpey Financial Services, LLC | 0.57% | Add +18.3% | 14,982 | $877K |
| Proffitt & Goodson Inc. | 0.14% | Add +3.5% | 14,982 | $877K |
| Addis & Hill, Inc | 0.53% | Reduce -0.5% | 14,892 | $872K |
| Winter & Associates, Inc. | 0.75% | Add +4.7% | 14,773 | $862K |
| Equitable Holdings, Inc. | 0.01% | Reduce -26.9% | 14,631 | $859K |
| Silver Oak Advisory Group, Inc. | 0.37% | Add +0.1% | 14,617 | $855K |
| Bank of New York Mellon Corp | 0.00% | New | 14,562 | $852K |
| American Trust | 0.08% | Reduce -15.3% | 14,537 | $851K |
| Cibc World Market Inc. | 0.00% | Reduce -4.3% | 14,385 | $842K |
| Apollon Financial, LLC | 0.12% | Add +0.9% | 14,332 | $839K |
| Intrua Financial, LLC | 0.09% | Reduce -5.2% | 14,330 | $839K |
| Rbo & Co. LLC | 0.13% | New | 14,091 | $825K |
| KDT Advisors, LLC | 1.31% | No change | 14,080 | $824K |
| Glenview Trust Co | 0.01% | Reduce -18.0% | 13,971 | $818K |
| TPG Financial Advisors, LLC | 0.26% | Reduce -0.0% | 13,761 | $806K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.5% | 13,696 | $802K |
| Fifth Third Securities, Inc. | 0.05% | Add +7.6% | 13,529 | $792K |
| AEGON USA Investment Management, LLC | 0.78% | No change | 13,500 | $790K |
| Principal Securities, Inc. | 0.01% | Add +69.5% | 13,474 | $789K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -4.5% | 13,473 | $789K |
| Embree Financial Group | 0.09% | Reduce -27.3% | 13,401 | $785K |
| StoneX Group Inc. | 0.04% | Reduce -34.0% | 13,370 | $782K |
| Bell Bank | 0.03% | Reduce -55.7% | 13,253 | $776K |
| Immaculate Wealth Management LLC | 6.11% | — | 13,202 | $773K |
| Braun-Bostich & Associates Inc. | 0.48% | Add +0.5% | 13,139 | $769K |
| Viawealth, LLC | 0.42% | Reduce -6.2% | 12,996 | $761K |
| Financial Partners Group, Inc | 0.09% | Add +25.1% | 12,986 | $760K |
| Gateway Wealth Partners, LLC | 0.03% | New | 12,978 | $760K |
| Pictet North America Advisors SA | 0.07% | Add +16.2% | 12,900 | $755K |
| DB Fitzpatrick & Co, Inc | 0.65% | Add +26.7% | 12,886 | $754K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +63.4% | 12,853 | $752K |
| C M Bidwell & Associates Ltd. | 0.35% | Reduce -0.6% | 12,765 | $747K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +17.3% | 12,763 | $747K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +20.4% | 12,655 | $741K |
| Ares Financial Consulting, LLC | 0.58% | Reduce -6.5% | 12,687 | $740K |
| Private Trust Co. NA | 0.07% | Add +508.2% | 12,571 | $736K |
| Raab & Moskowitz Asset Management LLC | 0.16% | Add +11.6% | 12,540 | $734K |
| Allstreet Capital Advisors LLC | 0.54% | Add +8.0% | 12,520 | $733K |
| Howe & Rusling Inc. | 0.05% | Reduce -36.7% | 12,490 | $731K |
| Sellwood Investment Partners LLC | 0.29% | Reduce -4.7% | 12,435 | $728K |
| Eagle Strategies LLC | 0.09% | Add +13.8% | 12,424 | $727K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -15.5% | 12,275 | $715K |
| First County Bank | 0.38% | Reduce -4.2% | 12,194 | $714K |
| Redwood Investment Management, LLC | 0.09% | Add +0.6% | 12,120 | $709K |
| Vista Cima Wealth Management LLC | 0.70% | Reduce -25.3% | 12,055 | $706K |
| Principia Wealth Advisory, LLC | 0.40% | Reduce -4.0% | 12,042 | $705K |
| Emerald Investment Advisers, LLC | 0.06% | — | 12,018 | $703K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -3.0% | 11,952 | $700K |
| Ethos Financial Group, LLC | 0.05% | Add +5.7% | 11,898 | $697K |
| Orcam Financial Group | 0.49% | Reduce -12.4% | 11,880 | $695K |
| Chesley Taft & Associates LLC | 0.03% | New | 11,869 | $695K |
| PNC Financial Services Group, Inc. | 0.00% | Add +352.6% | 11,781 | $690K |
| Birchcreek Wealth Management, LLC | 0.33% | Add +0.5% | 11,765 | $689K |
| Amicus Financial Advisors, LLC | 0.19% | Add +0.4% | 11,706 | $685K |
| Capital Wealth Alliance, LLC | 0.31% | Add +14.9% | 11,675 | $683K |
| Ritholtz Wealth Management | 0.01% | Add +1.8% | 11,674 | $683K |
| Hilltop Holdings Inc. | 0.06% | Reduce -0.4% | 11,658 | $682K |
| Melfa Wealth Management, Inc. | 0.39% | Add +26.0% | 11,626 | $681K |
| Vista Investment Management | 0.23% | No change | 11,609 | $680K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -21.9% | 11,578 | $678K |
| Mittelman Wealth Management | 0.42% | Add +19.2% | 11,460 | $671K |
| Manhattan West Asset Management, LLC | 0.13% | Reduce -19.9% | 11,435 | $669K |
| My Personal CFO, LLC | 0.29% | Reduce -2.1% | 11,419 | $668K |
| 17 Capital Partners, LLC | 0.35% | Add +13.7% | 11,413 | $668K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -13.9% | 11,404 | $668K |
| Diversify Wealth Management, LLC | 0.01% | Add +4.8% | 11,408 | $666K |
| LRI Investments, LLC | 0.06% | No change | 11,315 | $662K |
| Squarepoint Ops LLC | 0.00% | New | 11,310 | $662K |
| Dynamic Wealth Strategies, LLC | 0.38% | Add +259.7% | 11,201 | $656K |
| Dorsey & Whitney Trust CO LLC | 0.04% | New | 11,199 | $656K |
| Albion Financial Group | 0.04% | Add +2.0% | 11,148 | $653K |
| Thompson David Blair | 0.37% | Reduce -0.1% | 11,092 | $649K |
| Dakota Wealth Management | 0.01% | Reduce -12.6% | 11,059 | $647K |
| Core Wealth Advisors, Inc. | 0.15% | New | 11,043 | $646K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.5% | 11,036 | $646K |
| Money Concepts Capital Corp. | 0.04% | New | 11,027 | $646K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +211.2% | 10,932 | $640K |
| CFG Wealth Management Services, Inc. | 0.59% | No change | 10,746 | $629K |
| Oakmont Advisory Group, LLC | 0.64% | Reduce -25.5% | 10,685 | $626K |
| Cwm, LLC | 0.00% | Reduce -17.2% | 10,626 | $622K |
| Leuthold Group, LLC | 0.07% | Reduce -5.0% | 10,598 | $620K |
| Bragg Financial Advisors, Inc | 0.02% | Add +3.4% | 10,582 | $619K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.25% | Reduce -0.1% | 10,507 | $615K |
| Meitav Investment House Ltd. | 0.01% | Add +1.6% | 10,446 | $611K |
| HUB Investment Partners, LLC | 0.01% | New | 10,409 | $609K |
| Veracity Capital LLC | 0.22% | No change | 10,401 | $609K |
| Indivisible Partners | 0.05% | Reduce -22.0% | 10,378 | $608K |
| Lake Hills Wealth Management, LLC | 0.34% | Reduce -14.2% | 10,355 | $606K |
| Delta Investment Management, LLC | 0.11% | Add +10.3% | 10,213 | $598K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.54% | No change | 10,170 | $595K |
| Stonekeep Investments, LLC | 0.38% | Add +5.6% | 10,140 | $594K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -17.5% | 10,097 | $591K |
| D'Orazio & Associates, Inc. | 0.08% | Reduce -9.0% | 10,079 | $590K |
| Wingate Wealth Advisors, Inc. | 0.31% | Add +53.4% | 9,991 | $585K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 9,986 | $585K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -0.5% | 9,975 | $584K |
| Capstone Wealth Management Group, LLC | 0.24% | No change | 9,950 | $582K |
| Prairiewood Capital, LLC | 0.17% | Add +19.1% | 9,870 | $578K |
| TMB Capital Partners, LLC | 0.19% | Add +25.1% | 9,867 | $578K |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 9,818 | $577K |
| GTS Securities LLC | 0.02% | Add +81.9% | 9,810 | $574K |
| Physician Wealth Solutions Inc. | 0.24% | Add +20.9% | 9,714 | $569K |
| 626 Financial, LLC | 0.25% | New | 9,647 | $565K |
| CJM Wealth Advisers, Ltd. | 0.17% | Add +12.0% | 9,574 | $560K |
| Monument Group Wealth Advisors, LLC | 0.31% | Reduce -0.7% | 9,574 | $560K |
| Independent Wealth Network Inc. | 0.17% | Add +99.4% | 9,508 | $557K |
| Alaethes Wealth, LLC | 0.16% | No change | 9,440 | $553K |
| R. W. Roge & Company, Inc. | 0.26% | Reduce -0.3% | 9,336 | $546K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.8% | 9,287 | $544K |
| Neuberger Berman Group LLC | 0.00% | Add +0.8% | 9,282 | $543K |
| Klingman & Associates, LLC | 0.03% | No change | 9,273 | $543K |
| Navigation Wealth Management, Inc. | 1.95% | Reduce -3.4% | 9,224 | $540K |
| Core Wealth Partners LLC | 0.25% | New | 9,193 | $538K |
| Eastern Bank | 0.01% | Add +8.1% | 9,145 | $535K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -21.0% | 9,083 | $532K |
| Choreo, LLC | 0.01% | Add +35.2% | 9,055 | $530K |
| Calton & Associates, Inc. | 0.08% | Reduce -4.1% | 9,050 | $530K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -61.3% | 9,016 | $528K |
| FCG Investment Co | 0.23% | — | 9,016 | $528K |
| Compound Planning, Inc. | 0.02% | Add +3.4% | 8,958 | $524K |
| Carroll Advisory Group, LLC | 0.20% | Add +158.4% | 8,920 | $522K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -95.7% | 8,898 | $521K |
| HSBC Holdings PLC | 0.00% | Add +4.8% | 8,826 | $517K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -2.9% | 8,727 | $511K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.6% | 8,707 | $510K |
| Chapin Davis, Inc. | 0.11% | Reduce -6.3% | 8,698 | $509K |
| Channel Wealth LLC | 0.12% | New | 8,659 | $507K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,640 | $506K |
| Novak & Powell Financial Services, Inc. | 0.27% | No change | 8,600 | $503K |
| Hershey Financial Advisers, LLC | 0.43% | New | 8,596 | $503K |
| Petra Financial Advisors Inc. | 0.31% | Add +0.8% | 8,586 | $503K |
| Retirement Capital Strategies | 0.19% | No change | 8,583 | $502K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 8,529 | $499K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | No change | 8,500 | $498K |
| Stone House Investment Management, LLC | 0.09% | Add +40.8% | 8,476 | $496K |
| Chris Bulman Inc | 0.22% | No change | 8,473 | $496K |
| Parallel Advisors, LLC | 0.01% | Add +14.7% | 8,463 | $495K |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.0% | 8,354 | $489K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 8,344 | $488K |
| GenTrust, LLC | 0.02% | Reduce -5.5% | 8,294 | $486K |
| Alteri Wealth LLC | 0.16% | Add +10.3% | 8,267 | $484K |
| Founders Grove Wealth Partners, LLC | 0.11% | Reduce -19.1% | 8,256 | $483K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -64.2% | 8,141 | $477K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 8,082 | $473K |
| ProVise Management Group, LLC | 0.03% | No change | 8,038 | $471K |
| Brighton Jones LLC | 0.01% | New | 7,996 | $468K |
| Noble Family Wealth, LLC | 0.10% | Reduce -80.7% | 7,989 | $468K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -14.4% | 7,973 | $467K |
| Aries Wealth Management | 0.10% | No change | 7,890 | $462K |
| Basso Capital Management, L.P. | 0.28% | Add +21.7% | 7,880 | $461K |
| truNorth Financial Services, Inc. | 0.48% | New | 7,865 | $460K |
| Wells Financial Advisors INC | 2.08% | Reduce -19.8% | 7,810 | $457K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $457K |
| McMillan Office, Inc. | 0.06% | No change | 7,700 | $451K |
| TRB Wealth Management, LLC | 0.06% | — | 7,698 | $451K |
| L.K. Benson & Company, P.C. | 0.15% | Reduce -32.5% | 7,689 | $450K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +110.5% | 7,680 | $450K |
| McAdam, LLC | 0.02% | Add +6.6% | 7,675 | $449K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +80.1% | 7,669 | $449K |
| First Commonwealth Financial Corp | 0.07% | No change | 7,662 | $449K |
| Life Line Wealth Management LLC | 0.20% | Add +0.6% | 7,571 | $443K |
| Brave Asset Management Inc. | 0.11% | Add +2.5% | 7,564 | $443K |
| Pacific Financial Group Inc. | 0.24% | Add +71.6% | 7,533 | $441K |
| Essential Planning, LLC. | 0.14% | No change | 7,525 | $441K |
| Ignite Planners, LLC | 0.07% | Add +1.0% | 8,877 | $439K |
| North Star Investment Management Corp. | 0.03% | Add +8.0% | 7,463 | $437K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | Reduce -45.3% | 7,413 | $434K |
| Roth Financial Partners LLC | 0.15% | Reduce -57.3% | 7,375 | $432K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.19% | Reduce -21.0% | 7,360 | $431K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 7,351 | $430K |
| Grandview Asset Management LLC | 0.13% | Add +10.9% | 7,333 | $429K |
| Trust Point Inc. | 0.04% | Add +75.5% | 7,222 | $423K |
| Courier Capital LLC | 0.02% | Reduce -1.4% | 7,178 | $420K |
| Vicus Capital | 0.03% | Add +0.6% | 7,112 | $416K |
| Florida Trust Wealth Management Co | 0.01% | No change | 7,108 | $416K |
| CX Institutional | 0.01% | Add +4.5% | 7,109 | $416K |
| Avion Wealth | 0.09% | No change | 7,076 | $414K |
| Verus Capital Partners, LLC | 0.03% | Add +68.9% | 7,064 | $414K |
| Whitegate Investment Counselors, Inc. | 0.13% | Add +62.3% | 7,060 | $413K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +461.3% | 7,055 | $413K |
| Composition Wealth, LLC | 0.01% | Reduce -34.3% | 7,046 | $412K |
| WMS Group LLC | 0.60% | No change | 7,000 | $410K |
| Versant Capital Management, Inc | 0.04% | Reduce -15.3% | 6,956 | $407K |
| Level Four Advisory Services, LLC | 0.01% | Add +16.0% | 6,887 | $403K |
| TrustWell Financial Advisors, LLC | 0.38% | Add +6.0% | 6,861 | $402K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 6,857 | $401K |
| Coston, McIsaac & Partners | 0.09% | Add +0.3% | 6,821 | $399K |
| Peregrine Asset Advisers, Inc. | 0.11% | New | 6,813 | $399K |
| Procyon Advisors, LLC | 0.02% | Reduce -37.0% | 6,811 | $399K |
| Clearwave Capital, LLC | 0.27% | Add +0.4% | 6,799 | $398K |
| Fisher Asset Management | 0.00% | Add +25.4% | 6,714 | $393K |
| Western Reserve Capital Management, LLC | 0.32% | Reduce -7.8% | 6,680 | $391K |
| Whalen Wealth Management Inc. | 0.21% | New | 6,619 | $387K |
| Pallas Capital Advisors LLC | 0.01% | No change | 6,551 | $383K |
| CVA Family Office, LLC | 0.04% | Add +0.2% | 6,488 | $380K |
| Leavell Investment Management, Inc. | 0.02% | No change | 6,432 | $377K |
| Keybank National Association | 0.00% | Reduce -3.5% | 6,428 | $376K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,372 | $373K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +39.7% | 6,339 | $370K |
| Evermay Wealth Management LLC | 0.04% | Add +6984.3% | 6,305 | $369K |
| FFT Wealth Management LLC | 0.07% | New | 6,279 | $368K |
| Essex Financial Services, Inc. | 0.02% | No change | 6,254 | $366K |
| Maridea Wealth Management LLC | 0.05% | Reduce -34.2% | 6,236 | $365K |
| M1 Capital Management LLC | 0.17% | Add +7.8% | 6,155 | $360K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.5% | 6,099 | $357K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -20.4% | 6,058 | $355K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.4% | 6,048 | $354K |
| Charis Legacy Partners, LLC | 0.52% | Reduce -5.3% | 6,018 | $352K |
| Key Capital Management, INC | 0.23% | Reduce -84.5% | 5,993 | $351K |
| Sfmg, LLC | 0.02% | No change | 5,987 | $350K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 5,977 | $350K |
| Evanson Asset Management, LLC | 0.02% | Add +51.7% | 5,899 | $345K |
| Carter Financial Group, INC. | 0.21% | Reduce -18.9% | 5,883 | $344K |
| Sage Financial Management Group, Inc. | 0.11% | No change | 5,879 | $344K |
| Kendall Capital Management | 0.07% | Reduce -15.3% | 5,805 | $340K |
| NorthLanding Financial Partners, LLC | 0.27% | No change | 5,761 | $337K |
| BCM Advisors, LLC | 0.07% | Add +49.7% | 5,774 | $336K |
| Faithward Advisors, LLC | 0.05% | Add +9.1% | 5,677 | $332K |
| Diversified Trust Co. | 0.01% | Reduce -58.3% | 5,677 | $332K |
| Capstone Wealth Management Group LLC | 0.20% | Reduce -2.6% | 5,671 | $332K |
| IVC Wealth Advisors LLC | 0.14% | Add +1.3% | 5,644 | $330K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -0.1% | 5,614 | $329K |
| Integrity Advisory Solutions, LLC | 0.04% | New | 5,605 | $328K |
| Pinnacle Financial Group, LLC / IL | 0.09% | Reduce -6.0% | 5,604 | $328K |
| Stirlingshire Investments, Inc. | 0.29% | Add +3.7% | 5,599 | $328K |
| WJ Financial Advisors LLC | 0.26% | No change | 5,541 | $324K |
| Synergy Investment Management, LLC | 0.11% | Reduce -3.2% | 5,520 | $323K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +20.1% | 5,512 | $323K |
| Cedar Wealth Management, LLC | 0.09% | Reduce -28.6% | 5,509 | $322K |
| McIlrath & Eck, LLC | 0.02% | Reduce -94.3% | 5,482 | $321K |
| Enclave Advisors LLC | 0.05% | Reduce -19.5% | 5,467 | $320K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -98.7% | 5,434 | $318K |
| Madrid Wealth Management, LLC | 0.24% | Add +0.0% | 5,394 | $316K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -4.9% | 5,313 | $311K |
| McClarren Financial Advisors, Inc. | 0.18% | Add +4427.4% | 5,297 | $310K |
| Magnolia Private Wealth, LLC | 0.20% | Reduce -50.5% | 5,240 | $307K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -7.1% | 5,208 | $305K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | New | 5,185 | $304K |
| Integrity Wealth Partners, LLC | 0.27% | — | 5,168 | $303K |
| Quest 10 Wealth Builders, Inc. | 0.26% | Reduce -73.1% | 5,076 | $297K |
| Arcadia Investment Advisors LLC | 0.14% | No change | 5,068 | $297K |
| Brown Financial Advisory | 0.15% | Reduce -16.4% | 5,029 | $294K |
| Deutsche Bank AG | 0.00% | New | 5,000 | $293K |
| NBT Bank, N.A. | 0.02% | Add +52.1% | 4,981 | $292K |
| First Heartland Consultants, Inc. | 0.02% | Add +15.2% | 4,920 | $288K |
| Laraway Financial Advisors Inc | 0.20% | Reduce -3.9% | 4,911 | $287K |
| Central Valley Advisors, LLC | 0.08% | New | 4,856 | $284K |
| Capital Analysts, LLC | 0.01% | Add +17.5% | 4,863 | $284K |
| Sankala Group LLC | 0.23% | Add +3.8% | 4,810 | $281K |
| ABLE Financial Group, LLC | 0.05% | No change | 4,770 | $279K |
| Balefire, LLC | 0.05% | Add +6.8% | 4,760 | $279K |
| 2UniFi Bank | 0.13% | Add +4.3% | 4,760 | $279K |
| Miller Capital Partners, Inc. | 0.13% | No change | 4,746 | $278K |
| Seven Springs Wealth Group, LLC | 0.06% | Reduce -26.0% | 4,689 | $274K |
| Approach Retirement Advisors, LLC | 0.23% | Add +29.1% | 4,685 | $274K |
| Invariant Investment Management | 0.17% | Reduce -14.7% | 4,674 | $273K |
| Opus Financial Solutions LLC | 0.26% | New | 4,663 | $273K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.6% | 4,636 | $271K |
| National Philanthropic Trust | 0.00% | Add +8.2% | 4,635 | $271K |
| DMC Group, LLC | 0.18% | Add +5.3% | 4,613 | $270K |
| Easterly Investment Partners LLC | 0.02% | Reduce -0.8% | 4,604 | $270K |
| Sound Portfolio Advisors, LLC | 0.22% | New | 4,596 | $269K |
| Intergy Private Wealth, LLC | 0.08% | Add +5.7% | 4,563 | $267K |
| Spire Wealth Management | 0.01% | Reduce -1.1% | 4,557 | $267K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.5% | 4,500 | $263K |
| Jane Street Group, LLC | 0.00% | Add +1.2% | 4,493 | $263K |
| Trinity Wealth Management, LLC | 0.10% | Reduce -0.9% | 4,488 | $263K |
| International Assets Investment Management, LLC | 0.02% | Reduce -52.6% | 4,503 | $263K |
| Tompkins Financial Corp. | 0.02% | No change | 4,467 | $261K |
| Berger Financial Group, Inc | 0.01% | No change | 4,449 | $260K |
| Meritas Wealth Management, LLC | 0.12% | No change | 4,433 | $260K |
| E&G Advisors, LLC | 0.06% | No change | 4,425 | $259K |
| DecisionPoint Financial, LLC | 0.05% | No change | 4,350 | $255K |
| Prodigy Asset Management LLC | 0.08% | New | 4,269 | $250K |
| Blume Capital Management, Inc. | 0.04% | New | 4,200 | $246K |
| Snider Financial Group | 0.07% | Reduce -37.8% | 4,192 | $245K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 4,179 | $245K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +10.2% | 4,170 | $244K |
| LifeWealth Investments, LLC | 0.07% | Reduce -85.0% | 4,136 | $242K |
| Mutual Advisors, LLC | 0.01% | New | 4,134 | $242K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.6% | 4,135 | $242K |
| IMPACTfolio, LLC | 0.10% | Add +3.1% | 4,129 | $242K |
| Range Advisory, LLC | 0.04% | Add +4.7% | 4,113 | $241K |
| Fourpath Capital Management, LLC | 0.03% | No change | 4,106 | $240K |
| Steffes Financial, Ltd. | 0.13% | New | 4,081 | $239K |
| Brickley Wealth Management | 0.04% | No change | 4,008 | $235K |
| Bessemer Group Inc. | 0.00% | New | 4,005 | $234K |
| Freestate Advisors LLC | 0.19% | New | 3,975 | $233K |
| Caitlin John, LLC | 0.14% | Add +33.6% | 3,974 | $233K |
| 55 North Private Wealth, LLC | 0.06% | No change | 3,961 | $232K |
| Rialto Wealth Management, LLC | 0.05% | Add +0.8% | 3,882 | $227K |
| Mission Wealth Management, LP | 0.00% | Reduce -1.6% | 3,868 | $226K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +77.2% | 3,856 | $226K |
| Steel Grove Capital Advisors, LLC | 0.02% | Reduce -4.9% | 3,841 | $225K |
| Lodestar Private Asset Management LLC | 0.02% | Add +4.1% | 3,836 | $225K |
| Wayfinding Financial, LLC | 0.10% | Add +7.6% | 3,804 | $222K |
| Simmons Bank | 0.01% | New | 3,695 | $216K |
| AlTi Global, Inc. | 0.00% | No change | 3,692 | $216K |
| Johnson Financial Group, LLC | 0.01% | No change | 3,669 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 3,654 | $214K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -82.7% | 3,644 | $213K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $213K |
| Eddie Patel Inc | 0.16% | New | 3,640 | $213K |
| True Vision MN LLC | 0.11% | New | 3,611 | $211K |
| Cresset Asset Management, LLC | 0.00% | Reduce -37.9% | 3,606 | $211K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,604 | $211K |
| Spectrum Planning & Advisory Services Inc. | 0.10% | Reduce -77.9% | 3,590 | $210K |
| Alexander Labrunerie & Co., Inc. | 0.08% | No change | 3,520 | $206K |
| Planning Center, Inc. | 0.02% | Reduce -8.1% | 3,504 | $205K |
| Echo Wealth Management, LLC | 0.12% | New | 3,500 | $205K |
| Register Financial Advisors LLC | 0.08% | Add +12.4% | 3,500 | $205K |
| Destiny Wealth Partners, LLC | 0.02% | No change | 3,500 | $205K |
| True Link Financial Advisors, LLC | 0.01% | New | 3,481 | $204K |
| SHP Wealth Management | 0.02% | Add +6.8% | 3,472 | $203K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 3,462 | $203K |
| Blueline Advisors LLC | 0.16% | Reduce -42.8% | 3,457 | $202K |
| Evolution Wealth Advisors, LLC | 0.02% | New | 3,431 | $201K |
| EJMK Ventures LLC | 0.11% | Reduce -61.3% | 3,418 | $200K |
| Talisman Wealth Advisors LLC | 0.16% | New | 3,417 | $200K |
| JCIC Asset Management Inc. | 0.06% | No change | 3,410 | $200K |
| CDKV Holdings LLC | 0.17% | No change | 3,327 | $195K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 3,000 | $176K |
| Disciplina Capital Management LLC | 0.02% | No change | 2,900 | $170K |
| Caldwell Trust Co | 0.01% | No change | 2,731 | $160K |
| General Partner, Inc. | 0.10% | No change | 2,700 | $158K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +186.0% | 2,600 | $152K |
| MidFirst Bank | 0.01% | No change | 2,557 | $150K |
| Perkins Coie Trust Co | 0.03% | No change | 2,522 | $148K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 2,500 | $146K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $134K |
| Addison Advisors LLC | 0.03% | Reduce -2.2% | 2,264 | $133K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,126 | $124K |
| Fairscale Capital, LLC | 0.08% | No change | 2,033 | $119K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,033 | $119K |
| Webster Bank, N. A. | 0.01% | No change | 2,015 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.3% | 1,990 | $117K |
| POM Investment Strategies, LLC | 0.14% | New | 1,965 | $115K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,902 | $111K |
| Meramec Financial Planners, LLC | 0.04% | Add +3.3% | 1,869 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.1% | 1,830 | $107K |
| US Bancorp \de | 0.00% | Reduce -84.9% | 1,808 | $106K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -68.5% | 1,759 | $103K |
| Kingdom Financial Group LLC. | 0.03% | Reduce -95.2% | 1,759 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Add +593.7% | 1,755 | $103K |
| Pacifica Partners Inc. | 0.03% | No change | 1,735 | $102K |
| Dunhill Financial, LLC | 0.02% | New | 1,635 | $96K |
| Rossby Financial, LCC | 0.02% | No change | 1,640 | $96K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,600 | $94K |
| AlphaCore Capital LLC | 0.00% | No change | 1,600 | $94K |
| Topsail Wealth Management, LLC | 0.01% | Reduce -9.6% | 1,591 | $93K |
| Align Financial, LLC | 0.05% | Reduce -98.3% | 1,565 | $92K |
| Brown Brothers Harriman & Co. | 0.00% | Add +490.5% | 1,547 | $91K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,444 | $85K |
| Strategic Advisory Partners, LLC | 0.07% | New | 1,419 | $83K |
| Signature Equity Partners, LLC | 0.04% | No change | 1,410 | $83K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,358 | $80K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 1,269 | $74K |
| Fairman Group, LLC | 0.06% | Reduce -1.5% | 1,238 | $72K |
| Centennial Bank | 0.03% | Reduce -50.9% | 1,229 | $72K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,194 | $70K |
| REAP Financial Group, LLC | 0.01% | Add +0.2% | 1,194 | $70K |
| USA Financial Formulas | 0.01% | New | 1,189 | $70K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -9.9% | 1,168 | $68K |
| Larson Financial Group LLC | 0.00% | Reduce -25.0% | 1,117 | $65K |
| Godfrey Financial Associates, Inc. | 0.05% | Add +0.7% | 1,083 | $63K |
| Avalon Trust Co | 0.00% | No change | 985 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Add +86.0% | 980 | $57K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 969 | $57K |
| Minot DeBlois Advisors LLC | 0.05% | Add +1029.8% | 949 | $56K |
| Alerus Financial NA | 0.00% | New | 947 | $55K |
| Clearstead Advisors, LLC | 0.00% | No change | 945 | $55K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -10.2% | 895 | $52K |
| Strategic Advocates LLC | 0.22% | No change | 865 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 850 | $50K |
| Archer Investment Corp | 0.01% | Add +0.2% | 835 | $49K |
| Sound Income Strategies, LLC | 0.00% | No change | 823 | $48K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.5% | 819 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 814 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.3% | 786 | $46K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 778 | $46K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 743 | $43K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 741 | $43K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -70.7% | 732 | $43K |
| Hollencrest Capital Management | 0.00% | No change | 714 | $42K |
| Chesapeake Asset Management LLC | 0.03% | No change | 687 | $40K |
| Kilter Group LLC | 0.02% | Add +106.5% | 671 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 592 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 575 | $34K |
| Assetmark, Inc. | 0.00% | Add +50.8% | 570 | $33K |
| Signaturefd, LLC | 0.00% | Add +12.2% | 554 | $32K |
| Johnson Financial Group, Inc. | 0.00% | No change | 550 | $32K |
| Root Financial Partners, LLC | 0.00% | Reduce -18.3% | 541 | $32K |
| Orion Capital Management LLC | 0.01% | No change | 537 | $31K |
| Bangor Savings Bank | 0.00% | No change | 500 | $29K |
| Simplex Trading, LLC | 0.00% | Add +1792.3% | 492 | $29K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 483 | $28K |
| First Pacific Financial | 0.00% | New | 476 | $28K |
| Vision Financial Markets LLC | 0.03% | No change | 451 | $26K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| Wellington-Altus USA Inc. | 0.01% | No change | 400 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 395 | $23K |
| Eukles Asset Management | 0.01% | Add +40.8% | 359 | $21K |
| Birchwood Financial Partners, Inc. | 0.02% | Reduce -50.0% | 350 | $20K |
| Nova Wealth Management, Inc. | 0.01% | New | 305 | $18K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -12.4% | 304 | $18K |
| Ameliora Wealth Management Ltd. | 0.01% | New | 300 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 289 | $17K |
| Crews Bank & Trust | 0.00% | No change | 280 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.6% | 279 | $16K |
| Community Financial Services Group, LLC | 0.00% | New | 275 | $16K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 253 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -47.2% | 248 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -89.1% | 231 | $14K |
| Nemes Rush Group LLC | 0.00% | New | 237 | $14K |
| Golden State Wealth Management, LLC | 0.00% | New | 231 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -60.7% | 230 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Daiwa Securities Group Inc. | 0.00% | Add +58.5% | 214 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 212 | $12K |
| Networth Advisors, LLC | 0.01% | Reduce -88.1% | 201 | $12K |
| NFSG Corp | 0.00% | New | 200 | $12K |
| Kelleher Financial Advisors | 0.00% | No change | 180 | $11K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 187 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 167 | $10K |
| Graney & King, LLC | 0.00% | No change | 155 | $9K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 154 | $9K |
| Bard Associates Inc. | 0.00% | New | 145 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -76.8% | 145 | $8K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.9% | 144 | $8K |
| Key Financial Inc | 0.00% | Reduce -48.6% | 143 | $8K |
| Motco | 0.00% | No change | 117 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 115 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.7% | 97 | $6K |
| Mosley Wealth Management | 0.00% | New | 86 | $5K |
| Founders Financial Alliance, LLC | 0.00% | New | 82 | $5K |
| Lodestone Wealth Management LLC | 0.00% | No change | 60 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 57 | $3K |
| Activest Wealth Management | 0.00% | No change | 57 | $3K |
| Bullock Wealth Management Group | 0.00% | New | 54 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.5% | 32 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -14.7% | 29 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Olistico Wealth, LLC | 0.00% | No change | 27 | $2K |
| Balentine LLC | 0.00% | No change | 17 | $997 |
| Solstein Capital, LLC | 0.00% | No change | 16 | $937 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -63.3% | 11 | $644 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.2% | 8 | $468 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 7 | $410 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $176 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $117 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.