Vanguard Short-Term TipsVTIPETF
13F holders, Q1 2025 (March 31)789holders +21
79new positions
51sold out
3famous investors
$49.69avg. 13F price*
At the end of Q1 2025, 789 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 21 from Q4 2024. 79 opened new positions and 51 sold out. The largest holders were JPMorgan Chase & Co. ($926.4M), LPL Financial LLC ($741.4M) and Sei Investments Co. ($434.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $183.2M |
| Exits | 51 | $38.8M |
All 13F filers, Q4 2024 → Q1 2025: 32,614,554 shares bought and 938,043,380 shares sold, net −905,428,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 789 holders
| JPMorgan Chase & Co. | 0.07% | Reduce -12.0% | 18,564,323 | $926.4M |
| LPL Financial LLC | 0.29% | Add +789.9% | 14,856,970 | $741.4M |
| Sei Investments Co. | 0.56% | Add +0.8% | 8,713,687 | $434.8M |
| Wealthspire Advisors, LLC | 1.83% | Add +122.7% | 6,124,360 | $305.6M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -14.3% | 6,118,697 | $305.3M |
| Valmark Advisers, Inc. | 4.53% | Add +3.4% | 5,999,869 | $299.4M |
| FMR LLC | 0.02% | Reduce -5.3% | 5,478,659 | $273.4M |
| Cambridge Associates LLC /Ma/ | 6.08% | Add +4.1% | 4,247,177 | $211.9M |
| Morgan Stanley | 0.01% | Add +17.7% | 4,147,701 | $207.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.99% | Add +4.0% | 3,877,740 | $193.5M |
| Bank of America Corp. | 0.02% | Add +4.9% | 3,562,599 | $177.8M |
| Focus Partners Advisor Solutions, LLC | 2.43% | Add +19.9% | 3,207,195 | $160.0M |
| Focus Partners Wealth | 0.39% | Add +5.8% | 3,103,260 | $154.9M |
| Savant Capital, LLC | 1.13% | Add +24.5% | 2,682,336 | $133.8M |
| HighTower Advisors, LLC | 0.16% | Add +44.7% | 2,394,624 | $119.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.9% | 2,277,133 | $113.6M |
| Betterment LLC | 0.24% | Reduce -19.9% | 2,015,442 | $100.6M |
| Wells Fargo & Company | 0.02% | Add +6.6% | 1,973,566 | $98.5M |
| Alesco Advisors, LLC, An ESL Co | 2.93% | Add +0.0% | 1,869,498 | $93.3M |
| Beacon Capital Management, Inc. | 4.42% | Add +53.6% | 1,776,997 | $88.7M |
| Renaissance Technologies | 0.13% | Add +155.5% | 1,759,500 | $87.8M |
| Satovsky Asset Management LLC | 16.95% | Add +2.2% | 1,517,059 | $75.8M |
| Studio Investment Management LLC | 15.29% | Add +43.4% | 1,482,650 | $74.0M |
| Klingman & Associates, LLC | 4.30% | Add +7.8% | 1,408,916 | $70.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 1,243,664 | $62.1M |
| Corient Private Wealth LP | 0.08% | Reduce -25.6% | 976,070 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Add +118.3% | 972,552 | $48.5M |
| Adventist Health System/ West | 7.61% | No change | 966,530 | $48.2M |
| UBS Group AG | 0.01% | Reduce -6.4% | 957,865 | $47.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +9.8% | 945,408 | $47.2M |
| Evoke Wealth, LLC | 1.21% | Add +14.1% | 932,697 | $46.5M |
| True Link Financial Advisors, LLC | 3.38% | Add +14.1% | 908,541 | $45.3M |
| CW Advisors, LLC | 0.52% | Add +1.7% | 870,067 | $43.4M |
| Beaird Harris Wealth Management, LLC | 3.65% | Add +2.1% | 861,176 | $43.0M |
| Assetmark, Inc. | 0.11% | Add +4.2% | 798,543 | $39.8M |
| Bleakley Financial Group, LLC | 1.26% | Add +4.3% | 783,812 | $39.1M |
| New York Life Investment Management LLC | 0.38% | Reduce -26.0% | 748,222 | $37.3M |
| Strategic Financial Services, Inc. | 2.19% | Add +5.5% | 748,143 | $37.3M |
| Cetera Investment Advisers | 0.07% | Add +0.5% | 745,643 | $37.2M |
| Wealthfront Advisers LLC | 0.10% | Reduce -5.2% | 718,116 | $35.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.35% | Reduce -8.4% | 698,819 | $35.0M |
| Efficient Advisors, LLC | 2.10% | Reduce -0.5% | 647,679 | $32.3M |
| Moller Wealth Partners | 7.89% | Add +6.0% | 639,687 | $31.9M |
| Marotta Asset Management | 6.26% | Add +1.2% | 647,044 | $31.9M |
| Garde Capital, Inc. | 1.81% | New | 634,768 | $31.7M |
| Empowered Funds, LLC | 0.45% | New | 628,930 | $31.3M |
| Rappaport Reiches Capital Management, LLC | 7.17% | Add +3.2% | 574,887 | $28.7M |
| Schorn Wealth LLC | 9.29% | Add +2.3% | 564,799 | $28.2M |
| Cerity Partners LLC | 0.06% | Add +1.5% | 561,808 | $28.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 529,054 | $26.4M |
| Stratos Investment Management, LLC | 1.41% | Add +4.7% | 528,523 | $26.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.42% | Add +2.8% | 506,506 | $25.2M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 501,396 | $25.0M |
| Almanack Investment Partners, LLC. | 4.92% | Add +538.6% | 497,537 | $24.8M |
| Apella Capital, LLC | 0.80% | Reduce -3.2% | 469,607 | $23.4M |
| Osaic Holdings, Inc. | 0.05% | Add +27.1% | 449,969 | $22.5M |
| Financial Consulate, Inc. | 5.65% | Add +3.0% | 448,168 | $22.4M |
| Northwest Wealth Management, LLC | 4.15% | Add +17.6% | 417,314 | $20.8M |
| Alaska Permanent Capital Management, LLC | 1.75% | Reduce -11.1% | 417,364 | $20.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.6% | 410,958 | $20.5M |
| Define Financial, LLC | 15.51% | Add +7.1% | 410,764 | $20.4M |
| Whelan Financial | 7.91% | New | 407,527 | $20.3M |
| ProVise Management Group, LLC | 1.69% | Reduce -1.6% | 398,465 | $19.9M |
| Altfest L J & Co. Inc. | 2.47% | New | 394,632 | $19.7M |
| Arlington Financial Advisors, LLC | 3.41% | Add +1814.1% | 388,776 | $19.4M |
| Brickley Wealth Management | 3.98% | Add +1.3% | 384,857 | $19.2M |
| Atria Wealth Solutions, Inc. | 0.23% | Add +13.4% | 382,937 | $19.1M |
| Money Design Co.,Ltd. | 0.93% | Add +25.1% | 375,169 | $18.7M |
| Creative Planning | 0.02% | Reduce -0.7% | 370,224 | $18.5M |
| Portland Global Advisors LLC | 2.33% | Add +1.5% | 369,924 | $18.5M |
| Fairway Wealth LLC | 6.73% | Reduce -4.1% | 1,064,618 | $18.2M |
| Nkcfo LLC | 8.40% | Add +93.9% | 361,700 | $18.0M |
| Benningfield Financial Advisors, LLC | 17.19% | Add +3.6% | 358,581 | $17.9M |
| AMG National Trust Bank | 0.48% | Add +18.7% | 345,638 | $17.2M |
| Sellwood Investment Partners LLC | 8.95% | Add +3.5% | 343,742 | $17.2M |
| Franklin Resources Inc. | 0.01% | Reduce -5.8% | 343,326 | $17.1M |
| Stifel Financial Corp. | 0.02% | Add +1.6% | 339,958 | $17.0M |
| Farmers & Merchants Investments Inc. | 0.53% | Reduce -0.4% | 333,386 | $16.6M |
| Silver Oak Wealth Advisors Services, LLC | 14.28% | Reduce -9.4% | 320,889 | $16.0M |
| Twin Focus Capital Partners, LLC | 2.46% | Reduce -13.9% | 317,210 | $15.8M |
| Trust Co. of Vermont | 0.79% | Add +14.8% | 316,059 | $15.8M |
| Stratos Wealth Advisors, LLC | 0.86% | Add +641.8% | 314,049 | $15.7M |
| Van Strum & Towne Inc. | 5.25% | Reduce -100.0% | 313,136 | $15.6M |
| Emprise Bank | 8.31% | Add +31.6% | 311,252 | $15.5M |
| Addison Advisors LLC | 4.07% | Add +16.7% | 298,745 | $14.9M |
| Chemistry Wealth Management LLC | 3.29% | Add +7.1% | 283,576 | $14.2M |
| Lifeworks Advisors, LLC | 2.33% | Add +20.6% | 281,118 | $14.0M |
| Equitable Holdings, Inc. | 0.13% | Add +57.0% | 277,709 | $13.9M |
| Burton Enright Welch | 2.81% | Add +5.2% | 276,909 | $13.8M |
| Private Wealth Asset Management, LLC | 1.98% | — | 275,416 | $13.7M |
| Jackson Thornton Wealth Management, LLC | 1.79% | Add +4.2% | 270,485 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.0% | 268,622 | $13.4M |
| Richmond Brothers, Inc. | 8.40% | Add +175.9% | 266,434 | $13.3M |
| Deane Retirement Strategies, Inc. | 6.28% | Add +3.2% | 264,132 | $13.2M |
| Baron Financial Group, LLC | 8.23% | Reduce -0.3% | 262,175 | $13.1M |
| Atmos Advisory, LLC | 8.60% | Add +8.6% | 256,705 | $12.8M |
| LPWM LLC | 4.12% | Add +2.9% | 256,453 | $12.8M |
| SWAN Capital LLC | 5.90% | Reduce -7.2% | 255,996 | $12.8M |
| Carnegie Investment Counsel | 0.30% | New | 254,689 | $12.7M |
| Citadel Advisors | 0.01% | Add +1566.9% | 245,440 | $12.2M |
| Alaska Wealth Advisors, LLC | 1.90% | Add +4.8% | 242,769 | $12.1M |
| Perigon Wealth Management, LLC | 0.30% | Add +51.2% | 235,753 | $11.8M |
| Cornerstone National Bank & Trust Co | 5.24% | Add +119.8% | 234,945 | $11.7M |
| Cresset Asset Management, LLC | 0.06% | Add +50.6% | 230,322 | $11.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.6% | 228,978 | $11.4M |
| Boston Family Office LLC | 0.80% | Add +5.9% | 227,845 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +8.1% | 224,558 | $11.2M |
| Frisco Financial Planning LLC | 10.77% | Add +2.4% | 222,683 | $11.1M |
| Mayport, LLC | 2.99% | Add +10.2% | 217,483 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -6.3% | 213,750 | $10.7M |
| Signet Financial Management, LLC | 1.43% | Reduce -8.1% | 212,181 | $10.6M |
| Roberts Glore & Co. Inc. | 3.22% | Add +0.5% | 211,606 | $10.6M |
| FIDELIS iM, LLC | 4.78% | Add +90.2% | 206,959 | $10.3M |
| Twelve Points Wealth Management LLC | 2.79% | Add +7.3% | 205,748 | $10.3M |
| Roble, Belko & Company, Inc | 1.63% | Add +3.3% | 205,089 | $10.2M |
| Allworth Financial LP | 0.06% | Add +10.3% | 204,407 | $10.2M |
| Advisory Services Network, LLC | 0.19% | Reduce -1.4% | 194,790 | $9.7M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -23.7% | 194,388 | $9.7M |
| Exchange Traded Concepts, LLC | 0.17% | Add +127.8% | 189,739 | $9.5M |
| MML Investors Services, LLC | 0.03% | Add +9.1% | 186,093 | $9.3M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3720.9% | 185,811 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.1% | 185,773 | $9.3M |
| Secure Asset Management, LLC | 1.86% | Add +11.6% | 184,242 | $9.2M |
| TrueWealth Financial Partners | 5.55% | Reduce -0.3% | 184,155 | $9.2M |
| Mgo One Seven LLC | 0.36% | Reduce -1.7% | 183,303 | $9.1M |
| Colorado Capital Management, Inc. | 4.17% | Add +4.1% | 179,519 | $9.0M |
| Aurelius Family Office LLC | 4.52% | Reduce -0.0% | 178,621 | $8.9M |
| Glenview Trust Co | 0.17% | Add +142.1% | 178,455 | $8.9M |
| Family CFO Inc | 4.79% | Add +5.4% | 174,937 | $8.7M |
| Kondo Wealth Advisors, Inc. | 4.28% | Add +8.1% | 173,828 | $8.7M |
| Jeppson Wealth Management, LLC | 3.15% | Add +2.4% | 172,277 | $8.6M |
| North Star Investment Management Corp. | 0.62% | Reduce -1.6% | 170,461 | $8.5M |
| Whitegate Investment Counselors, Inc. | 2.99% | Reduce -2.4% | 168,999 | $8.4M |
| SJS Investment Consulting Inc. | 1.39% | Add +13.2% | 162,814 | $8.1M |
| Sovereign Financial Group, Inc. | 1.85% | Add +14.1% | 161,122 | $8.0M |
| Cloud Capital Management, LLC | 5.70% | — | 160,879 | $8.0M |
| Cherry Tree Wealth Management, LLC | 1.91% | Add +1.8% | 158,441 | $7.9M |
| ShankerValleau Wealth Advisors, Inc. | 2.53% | Add +1.3% | 156,274 | $7.8M |
| Nova R Wealth, Inc. | 3.83% | Add +6.3% | 155,080 | $7.7M |
| Clarity Capital Advisors, LLC | 5.06% | Reduce -0.8% | 154,387 | $7.7M |
| Gradient Capital Advisors, LLC | 2.46% | Reduce -1.0% | 151,012 | $7.5M |
| Graves Light Lenhart Wealth, Inc. | 0.91% | Add +3.5% | 148,725 | $7.4M |
| North Ridge Wealth Advisors, Inc. | 4.88% | Add +4.4% | 146,489 | $7.3M |
| Advocate Group LLC | 1.28% | New | 140,895 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +39.9% | 138,258 | $6.9M |
| Scotia Capital Inc. | 0.04% | Add +41.9% | 134,627 | $6.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -13.1% | 134,600 | $6.7M |
| Fort Vancouver Investment Management, LLC | 5.13% | Add +4.9% | 134,052 | $6.7M |
| Magnus Financial Group LLC | 0.65% | Reduce -5.8% | 133,036 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.3% | 132,581 | $6.6M |
| Foundation Wealth Management, LLC\PA | 3.14% | Reduce -5.6% | 132,090 | $6.6M |
| GC Wealth Management RIA, LLC | 1.20% | Reduce -2.0% | 130,933 | $6.5M |
| Banco Santander, S.A. | 0.07% | New | 130,387 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +39.8% | 129,567 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Add +3.5% | 128,587 | $6.4M |
| Connable Office Inc. | 0.66% | Add +0.2% | 124,262 | $6.2M |
| Mullaney, Keating & Wright, Inc. | 4.07% | Reduce -2.7% | 121,201 | $6.0M |
| Gould Asset Management LLC | 1.24% | Add +5.8% | 120,392 | $6.0M |
| Peirce Capital Management, LLC | 2.97% | Reduce -7.1% | 120,263 | $6.0M |
| Tilson Financial Group, Inc. | 2.31% | Add +2.0% | 116,846 | $5.8M |
| Family Wealth Partners, LLC | 2.64% | Add +6.8% | 115,974 | $5.8M |
| Sepio Capital, LP | 0.45% | Add +9.3% | 114,217 | $5.7M |
| White Lighthouse Investment Management Inc. | 1.00% | Reduce -1.5% | 112,771 | $5.6M |
| Essential Planning, LLC. | 2.25% | Reduce -98.4% | 112,121 | $5.6M |
| Ethos Financial Group, LLC | 0.53% | Add +2.8% | 114,764 | $5.6M |
| Rehmann Capital Advisory Group | 0.34% | Reduce -4.5% | 109,743 | $5.5M |
| Avalon Capital Management | 1.59% | New | 109,504 | $5.5M |
| Trust Co | 0.63% | Add +4171.9% | 105,814 | $5.3M |
| Timber Creek Capital Management LLC | 1.41% | Reduce -14.3% | 105,791 | $5.3M |
| Brady Martz Wealth Solutions, LLC | 1.19% | Add +101.3% | 105,404 | $5.3M |
| Phillips Financial Management, LLC | 0.40% | Reduce -10.4% | 104,855 | $5.2M |
| Meritas Wealth Management, LLC | 3.06% | Add +4.7% | 104,720 | $5.2M |
| Poinciana Advisors Group, LLC | 5.31% | Add +5.3% | 102,652 | $5.1M |
| C M Bidwell & Associates Ltd. | 3.07% | Add +20.7% | 102,200 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +397.1% | 101,107 | $5.0M |
| Fiduciary Trust Co | 0.07% | Reduce -5.7% | 100,982 | $5.0M |
| Tme Financial, Inc. | 4.38% | Reduce -16.6% | 100,900 | $5.0M |
| Austin Asset Management Co Inc | 1.09% | Reduce -0.1% | 99,521 | $5.0M |
| First Hawaiian Bank | 0.72% | Reduce -20.6% | 99,451 | $5.0M |
| Lutz Financial Services LLC | 0.40% | Reduce -6.9% | 98,113 | $4.9M |
| Certified Advisory Corp | 0.55% | Reduce -0.8% | 98,060 | $4.9M |
| Thompson Siegel & Walmsley LLC | 0.08% | Add +5.6% | 97,489 | $4.9M |
| West Paces Advisors Inc. | 1.10% | Add +1.8% | 97,106 | $4.8M |
| Breakwater Capital Group | 0.85% | Add +10.8% | 95,688 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +4.2% | 94,471 | $4.7M |
| Spire Wealth Management | 0.15% | Add +5.6% | 93,277 | $4.7M |
| Ames National Corp. | 3.10% | Add +4.3% | 92,705 | $4.6M |
| Fulton Bank, N.A. | 0.19% | Add +7.2% | 92,375 | $4.6M |
| Semmax Financial Advisors Inc. | 1.24% | Reduce -4.2% | 91,262 | $4.6M |
| Geneos Wealth Management Inc. | 0.15% | Add +409.5% | 90,717 | $4.5M |
| Compton Financial Group, LLC | 1.30% | Reduce -88.3% | 90,203 | $4.5M |
| Greenbush Financial Group, LLC | 2.23% | Add +2.4% | 89,986 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -25.4% | 89,276 | $4.5M |
| Shotwell Rutter Baer Inc | 3.93% | Add +1.5% | 89,172 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -21.4% | 88,916 | $4.4M |
| Schechter Investment Advisors, LLC | 0.36% | Add +2.4% | 87,791 | $4.4M |
| Friday Financial | 2.61% | Add +19.1% | 87,690 | $4.4M |
| Hutchinson Capital Management | 0.82% | Add +4.9% | 85,642 | $4.3M |
| Arkadios Wealth Advisors | 0.16% | Add +699.8% | 85,121 | $4.2M |
| First American Trust, FSB | 0.38% | Reduce -5.8% | 82,701 | $4.1M |
| Webster Bank, N. A. | 0.45% | Add +7.3% | 81,832 | $4.1M |
| Passive Capital Management, LLC. | 1.29% | Add +0.2% | 81,492 | $4.1M |
| Cardiff Park Advisors, LLC | 0.38% | Reduce -7.3% | 79,563 | $4.0M |
| Fairview Capital Investment Management, LLC | 0.21% | Add +21.4% | 78,989 | $3.9M |
| OneAscent Financial Services LLC | 0.25% | Add +125.8% | 78,394 | $3.9M |
| Genesis Wealth Advisors, LLC | 3.14% | Add +66.8% | 77,661 | $3.9M |
| Asset Allocation Strategies LLC | 0.96% | Reduce -13.5% | 77,439 | $3.9M |
| Squire Investment Management Company, LLC | 1.61% | Add +11.8% | 77,323 | $3.9M |
| CogentBlue Wealth Advisors, LLC | 3.39% | Add +2.3% | 77,267 | $3.9M |
| Financial Advocates Investment Management | 0.27% | New | 75,989 | $3.8M |
| AQR Capital Management | 0.00% | Add +0.0% | 75,283 | $3.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +38.4% | 75,229 | $3.8M |
| Anderson Hoagland & Co. | 0.44% | Add +1.1% | 74,919 | $3.7M |
| Private Client Services, LLC | 1.84% | New | 74,371 | $3.7M |
| Hurlow Wealth Management Group, Inc. | 1.13% | Add +1.7% | 72,729 | $3.6M |
| RAM Investment Partners, LLC | 0.88% | Add +3.2% | 71,678 | $3.6M |
| Manuka Financial, LLC | 2.31% | New | 71,356 | $3.6M |
| Keystone Financial Group, Inc. | 2.51% | Reduce -8.3% | 71,131 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -12.0% | 70,972 | $3.5M |
| Fig Financial Advisory Services Inc. | 2.49% | New | 70,872 | $3.5M |
| Visionary Wealth Advisors | 0.21% | Reduce -5.6% | 70,128 | $3.5M |
| Tradewinds, LLC. | 0.97% | Reduce -17.2% | 68,621 | $3.4M |
| Diversify Wealth Management, LLC | 0.25% | Reduce -18.9% | 67,900 | $3.4M |
| Private Wealth Management Group, LLC | 1.26% | Reduce -5.7% | 68,186 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -0.4% | 67,906 | $3.4M |
| Comprehensive Money Management Services LLC | 2.73% | Add +0.4% | 67,851 | $3.4M |
| Tranquilli Financial Advisor LLC | 2.14% | Add +58.7% | 67,830 | $3.4M |
| Lido Advisors, LLC | 0.02% | Reduce -27.9% | 67,222 | $3.4M |
| Advisory Alpha, LLC | 0.11% | Add +30.0% | 66,992 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.11% | New | 66,161 | $3.3M |
| EPG Wealth Management LLC | 0.92% | Reduce -7.8% | 65,853 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -5.2% | 65,595 | $3.3M |
| Nepc LLC | 0.09% | No change | 65,564 | $3.3M |
| Fifth Third Securities, Inc. | 0.28% | Add +49.0% | 65,458 | $3.3M |
| Total Wealth Planning, LLC | 0.49% | Reduce -5.0% | 64,745 | $3.2M |
| Maryland Capital Advisors Inc. | 1.42% | Add +9.6% | 64,566 | $3.2M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -2.9% | 64,473 | $3.2M |
| K2 Financial Inc. | 3.14% | Add +6.5% | 64,315 | $3.2M |
| Curran Financial Partners, LLC | 0.79% | Add +20.8% | 64,103 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -1.4% | 63,201 | $3.2M |
| Ritholtz Wealth Management | 0.09% | Reduce -8.3% | 62,918 | $3.1M |
| Plum Street Advisors, LLC | 1.50% | Add +47.4% | 62,507 | $3.1M |
| Northern Trust Corp. | 0.00% | Add +26.3% | 62,253 | $3.1M |
| Motley Fool Wealth Management, LLC | 0.18% | Reduce -2.5% | 61,077 | $3.0M |
| Raffa Wealth Management, LLC | 0.68% | Add +505.5% | 60,300 | $3.0M |
| Foundations Investment Advisors, LLC | 0.06% | Add +90.6% | 59,612 | $3.0M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.4% | 59,368 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -33.2% | 59,375 | $3.0M |
| Roundview Capital LLC | 0.21% | Add +7.3% | 58,912 | $2.9M |
| Heritage Trust Co | 0.35% | Reduce -17.4% | 58,490 | $2.9M |
| Seven Post Investment Office LP | 1.10% | Reduce -16.6% | 57,614 | $2.9M |
| Fortune Financial Advisors, LLC | 2.48% | Add +8.8% | 57,597 | $2.9M |
| Cranbrook Wealth Management, LLC | 0.66% | Add +6.2% | 57,146 | $2.9M |
| Atria Investments, Inc | 0.04% | Add +74.3% | 56,728 | $2.8M |
| Sage Rhino Capital LLC | 0.66% | Reduce -0.5% | 56,615 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +3.0% | 56,495 | $2.8M |
| Gateway Wealth Partners, LLC | 0.63% | Add +119.6% | 55,812 | $2.8M |
| ARK & TLK Investments, LLC | 0.98% | Add +5.1% | 55,506 | $2.8M |
| Chesley Taft & Associates LLC | 0.13% | Add +17.8% | 55,299 | $2.8M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -1.7% | 55,224 | $2.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.71% | Reduce -23.4% | 55,118 | $2.8M |
| Altiora Financial Group, LLC | 0.58% | Reduce -4.7% | 54,990 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.83% | Add +6.2% | 54,672 | $2.7M |
| GWN Securities Inc. | 0.15% | Add +704.7% | 54,686 | $2.7M |
| Sharper & Granite LLC | 1.12% | Add +12.2% | 54,353 | $2.7M |
| SpringVest Wealth Management LLC | 2.25% | Add +9.0% | 54,270 | $2.7M |
| Blair William & Co. | 0.01% | Add +29.2% | 53,277 | $2.7M |
| Monarch Capital Management Inc. | 0.73% | Reduce -2.2% | 52,738 | $2.6M |
| Boston Standard Wealth Management, LLC | 0.58% | Reduce -0.0% | 54,084 | $2.6M |
| IFG Advisory, LLC | 0.14% | Add +1038.8% | 51,894 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 50,983 | $2.5M |
| Arbor Investment Advisors, LLC | 0.35% | Add +5.0% | 50,720 | $2.5M |
| Aerodigm Wealth, LLC | 1.40% | Add +11.4% | 50,267 | $2.5M |
| Lodestone Wealth Management LLC | 1.33% | Reduce -1.1% | 49,970 | $2.5M |
| Apriem Advisors | 0.29% | Add +0.1% | 49,961 | $2.5M |
| New Dimensions Wealth Management, LLC | 2.46% | — | 49,352 | $2.5M |
| MAI Capital Management | 0.02% | Add +2163.8% | 49,306 | $2.5M |
| Farrell Financial LLC | 1.78% | Add +4.0% | 49,090 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +4.3% | 49,000 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -10.6% | 48,981 | $2.4M |
| Sigma Planning Corp | 0.08% | Reduce -0.7% | 48,673 | $2.4M |
| Sensible Financial Planning & Management, LLC. | 0.48% | Reduce -0.2% | 48,620 | $2.4M |
| XY Planning Network, Inc. | 1.61% | Add +31.1% | 48,356 | $2.4M |
| Florin Court Capital LLP | 2.49% | Reduce -54.1% | 48,100 | $2.4M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -1.1% | 46,911 | $2.3M |
| Financial Life Advisors | 0.87% | New | 46,756 | $2.3M |
| BBR Partners, LLC | 0.16% | No change | 46,632 | $2.3M |
| Summit Global Investments | 0.17% | Add +108.5% | 46,612 | $2.3M |
| Earned Wealth Advisors, LLC | 0.51% | Reduce -9.2% | 46,287 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -74.5% | 46,185 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 46,131 | $2.3M |
| Disciplined Investments, LLC | 1.06% | Add +1.1% | 46,115 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.4% | 45,912 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Add +1.5% | 45,448 | $2.3M |
| Seed Wealth Management, Inc. | 1.84% | Reduce -6.2% | 45,262 | $2.3M |
| Destiny Wealth Partners, LLC | 0.36% | Reduce -0.7% | 45,228 | $2.3M |
| Legacy Financial Group, Inc. | 0.72% | Reduce -0.8% | 45,032 | $2.2M |
| Lodestar Private Asset Management LLC | 0.28% | Add +1.4% | 44,778 | $2.2M |
| Ifrah Financial Services, Inc. | 0.64% | Add +4.2% | 44,719 | $2.2M |
| Columbus Macro, LLC | 0.29% | Add +3.9% | 44,586 | $2.2M |
| Titan Global Capital Management USA LLC | 0.46% | Add +16.4% | 44,533 | $2.2M |
| Equity Investment Corp. | 0.05% | No change | 44,488 | $2.2M |
| GTS Securities LLC | 0.10% | Add +36.3% | 44,330 | $2.2M |
| Liberty Capital Management, Inc. | 0.49% | Add +4.0% | 43,956 | $2.2M |
| DORVAL Corp | 0.88% | Reduce -4.9% | 44,345 | $2.2M |
| Veery Capital, LLC | 0.85% | Reduce -0.5% | 43,916 | $2.2M |
| Elevate Wealth Advisory, Inc. | 1.55% | Add +0.8% | 43,810 | $2.2M |
| Avant Financial Advisors LLC | 1.94% | Add +5.0% | 42,872 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.9% | 42,800 | $2.1M |
| Sterling Financial Planning, Inc. | 0.76% | Add +12.1% | 42,196 | $2.1M |
| Silver Oak Advisory Group, Inc. | 1.12% | Add +0.6% | 42,203 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.67% | Reduce -1.5% | 41,964 | $2.1M |
| Zeit Capital LLC | 1.61% | Add +0.3% | 41,901 | $2.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +34.7% | 40,816 | $2.0M |
| Marex Group Ltd | 0.04% | No change | 40,656 | $2.0M |
| Townsquare Capital LLC | 0.02% | Add +8.9% | 40,473 | $2.0M |
| Capital Asset Advisory Services LLC | 0.10% | Reduce -77.5% | 40,586 | $2.0M |
| Level Financial Advisors | 0.68% | Reduce -2.5% | 39,905 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +50.7% | 39,692 | $2.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -0.8% | 39,643 | $2.0M |
| Lakewood Asset Management LLC | 1.33% | Add +24.3% | 39,543 | $2.0M |
| Merit Financial Group, LLC | 0.03% | Add +810.9% | 39,505 | $2.0M |
| &partners | 0.02% | New | 39,182 | $2.0M |
| Red Lighthouse Investment Management, LLC | 0.79% | Add +3.9% | 40,487 | $1.9M |
| Headinvest, LLC | 0.38% | Add +3.0% | 38,647 | $1.9M |
| CGN Advisors LLC | 0.18% | Add +2.1% | 37,880 | $1.9M |
| Staley Capital Advisers Inc. | 0.09% | No change | 37,850 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 37,527 | $1.9M |
| Koss-Olinger Consulting, LLC | 0.15% | Add +41.6% | 36,784 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +2.3% | 36,491 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | No change | 37,529 | $1.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.32% | Reduce -20.8% | 36,288 | $1.8M |
| Yeomans Consulting Group, Inc. | 0.70% | Add +5.0% | 36,209 | $1.8M |
| Brown Wealth Management, LLC | 0.62% | Add +0.0% | 36,093 | $1.8M |
| Cypress Capital, LLC | 0.51% | Add +0.9% | 35,465 | $1.8M |
| Morningstar Investment Management LLC | 0.15% | Reduce -37.4% | 35,418 | $1.8M |
| Atlas Capital Advisors Inc. | 0.22% | Add +3778.6% | 35,373 | $1.8M |
| Aegis Wealth Management LLC | 1.04% | Add +6.6% | 35,301 | $1.8M |
| PFG Advisors | 0.10% | Add +89.6% | 35,143 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +8.1% | 35,253 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.21% | No change | 34,902 | $1.7M |
| GeoWealth Management, LLC | 0.07% | Add +178.4% | 34,695 | $1.7M |
| ArchPoint Investors | 0.57% | No change | 34,614 | $1.7M |
| Wealthedge Investment Advisors, LLC | 0.76% | Add +11.7% | 33,822 | $1.7M |
| Matrix Trust Co | 0.28% | New | 33,763 | $1.7M |
| One Wealth Map LLC | 1.12% | Reduce -1.3% | 33,782 | $1.7M |
| Rede Wealth, LLC | 0.59% | Reduce -9.8% | 33,687 | $1.7M |
| Guild Investment Management, Inc. | 1.75% | Reduce -1.6% | 33,320 | $1.7M |
| Rinkey Investments | 0.52% | Reduce -12.6% | 32,987 | $1.6M |
| Blueprint Investment Partners LLC | 0.29% | New | 32,124 | $1.6M |
| Brookwood Investment Group LLC | 0.27% | — | 32,062 | $1.6M |
| S.A. Mason LLC | 0.84% | Reduce -0.0% | 31,864 | $1.6M |
| Spartan Planning & Wealth Management | 1.54% | New | 31,770 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | New | 31,344 | $1.6M |
| Nvwm, LLC | 0.41% | Add +536.0% | 31,246 | $1.6M |
| LexAurum Advisors, LLC | 0.30% | Add +163.4% | 31,001 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -1.8% | 30,613 | $1.5M |
| Comerica Bank | 0.01% | Reduce -91.2% | 30,437 | $1.5M |
| Hanover Advisors Inc. | 0.65% | Reduce -3.6% | 30,257 | $1.5M |
| Advisor Resource Council | 0.12% | New | 30,256 | $1.5M |
| Crabel Capital Management, LLC | 1.62% | New | 30,111 | $1.5M |
| Old North State Trust, LLC | 0.95% | No change | 30,789 | $1.5M |
| Aries Wealth Management | 0.40% | Reduce -0.1% | 29,860 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +4.3% | 29,840 | $1.5M |
| Graypoint LLC | 0.09% | Add +0.4% | 29,626 | $1.5M |
| Breakwater Investment Management | 0.63% | Add +5.2% | 29,492 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.9% | 29,465 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Reduce -0.4% | 29,339 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -8.8% | 29,261 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -12.4% | 28,921 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.6% | 28,376 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.17% | Reduce -1.2% | 28,110 | $1.4M |
| Clear Creek Financial Management, LLC | 0.15% | Add +141.5% | 28,069 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +9.4% | 27,974 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +31.3% | 27,915 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +10.3% | 27,891 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +3.8% | 27,511 | $1.4M |
| Kraft Asset Management, LLC | 1.24% | Reduce -3.5% | 27,210 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.45% | Reduce -1.8% | 26,978 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.4% | 26,607 | $1.3M |
| Partners Capital Investment Group, LLP | 0.02% | Add +222.9% | 26,224 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -15.5% | 26,100 | $1.3M |
| Macroview Investment Management LLC | 1.22% | Add +397.9% | 25,938 | $1.3M |
| HTG Investment Advisors, Inc. | 0.53% | Add +278.3% | 25,592 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -7.8% | 25,315 | $1.3M |
| FDx Advisors, Inc. | 0.41% | Reduce -3.1% | 25,156 | $1.3M |
| Mustard Seed Financial, LLC | 1.00% | Add +0.0% | 25,032 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +35.6% | 24,905 | $1.2M |
| Maltin Wealth Management, Inc. | 0.58% | Add +1.2% | 24,602 | $1.2M |
| JT Stratford LLC | 0.22% | Add +40.3% | 24,467 | $1.2M |
| Ascent Group, LLC | 0.05% | New | 24,462 | $1.2M |
| Kings Path Partners LLC | 0.60% | Add +8.2% | 24,414 | $1.2M |
| Financial Counselors Inc. | 0.02% | Add +1.5% | 24,371 | $1.2M |
| Continuum Advisory, LLC | 0.16% | Reduce -5.5% | 24,341 | $1.2M |
| Bulltick Wealth Management, LLC | 0.32% | Add +0.4% | 24,244 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -7.5% | 24,240 | $1.2M |
| Sage Capital Management, LLC | 0.65% | Add +6.8% | 24,167 | $1.2M |
| Washington Trust Bank | 0.12% | Reduce -1.2% | 23,773 | $1.2M |
| AdvisorNet Financial, Inc | 0.09% | Add +11.9% | 23,770 | $1.2M |
| Leuthold Group, LLC | 0.15% | Add +10.0% | 23,493 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -16.2% | 23,418 | $1.2M |
| Oak Harvest Investment Services | 0.16% | Add +21.2% | 23,335 | $1.2M |
| Factor Wealth Management LTD | 0.36% | Add +5.3% | 23,180 | $1.2M |
| Coston, McIsaac & Partners | 0.34% | Add +17.8% | 23,136 | $1.2M |
| Larson Financial Group LLC | 0.05% | Reduce -1.4% | 23,042 | $1.1M |
| Successful Portfolios LLC | 0.78% | Reduce -0.4% | 23,008 | $1.1M |
| Old Mission Capital LLC | 0.02% | Add +27.8% | 22,895 | $1.1M |
| Virtue Capital Management, LLC | 0.13% | New | 22,829 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.6% | 22,581 | $1.1M |
| Round Rock Advisors LLC | 0.21% | Reduce -18.2% | 22,170 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +431.2% | 22,150 | $1.1M |
| Golden Road Advisors LLC | 0.86% | Reduce -14.5% | 22,111 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -26.5% | 22,027 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +10.2% | 21,631 | $1.1M |
| FC Advisory LLC | 0.36% | Add +0.1% | 21,587 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.24% | Reduce -5.0% | 21,009 | $1.0M |
| Kaufman Rossin Wealth, LLC | 0.75% | Reduce -15.9% | 21,003 | $1.0M |
| Regal Investment Advisors LLC | 0.08% | Add +194.8% | 20,902 | $1.0M |
| Greystone Financial Group, LLC | 0.19% | Reduce -14.8% | 20,868 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.20% | No change | 20,552 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -1.9% | 20,503 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -24.0% | 20,489 | $1.0M |
| Stone Summit Wealth LLC | 0.34% | Add +93.1% | 20,286 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +22.3% | 20,020 | $999K |
| Prospera Financial Services Inc | 0.02% | Add +1.6% | 19,967 | $996K |
| Commons Capital, LLC | 0.91% | New | 19,940 | $995K |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -6.2% | 19,937 | $994K |
| Apollon Wealth Management, LLC | 0.02% | Add +8.7% | 19,818 | $989K |
| Unison Advisors LLC | 0.13% | Add +3.4% | 19,711 | $984K |
| Arete Wealth Advisors, LLC | 0.07% | Add +12.1% | 19,331 | $965K |
| Compound Planning, Inc. | 0.04% | Reduce -21.6% | 19,229 | $960K |
| McGrath & Associates, Inc. | 1.74% | Reduce -34.9% | 19,087 | $952K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -9.5% | 19,021 | $949K |
| Wealth Group, Ltd. | 0.61% | Add +12.5% | 18,786 | $937K |
| Stewardship Advisors, LLC | 0.25% | Add +10.9% | 18,730 | $935K |
| Michael A. Dubis Financial Planning, LLC | 0.90% | Add +5.8% | 18,583 | $927K |
| Physician Wealth Solutions Inc. | 0.46% | Reduce -1.7% | 18,319 | $914K |
| Prostatis Group LLC | 0.29% | Add +11.0% | 18,251 | $911K |
| Independent Wealth Network Inc. | 0.36% | Reduce -1.4% | 18,139 | $905K |
| Win Advisors, Inc. | 0.46% | New | 17,984 | $897K |
| Tilia Fiduciary Partners, Inc. | 0.60% | Add +15.0% | 17,964 | $896K |
| Cwm, LLC | 0.00% | Reduce -13.5% | 17,623 | $879K |
| Evanson Asset Management, LLC | 0.06% | No change | 17,579 | $877K |
| Level Four Advisory Services, LLC | 0.04% | No change | 17,387 | $868K |
| L.K. Benson & Company, P.C. | 0.60% | No change | 17,362 | $866K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +11.2% | 17,247 | $861K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -16.5% | 17,228 | $860K |
| SimpliFi, Inc. | 0.39% | Add +0.7% | 17,057 | $851K |
| Clearbridge Investments, LLC | 0.00% | No change | 17,000 | $848K |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Reduce -1.6% | 16,986 | $848K |
| Synovus Financial Corp. | 0.01% | Reduce -1.1% | 16,764 | $837K |
| AllSquare Wealth Management LLC | 0.49% | Reduce -0.5% | 16,440 | $820K |
| Pallas Capital Advisors LLC | 0.03% | No change | 16,419 | $819K |
| Choreo, LLC | 0.01% | Reduce -47.0% | 16,414 | $819K |
| Hilltop Holdings Inc. | 0.05% | Add +26.0% | 16,324 | $815K |
| Essex Financial Services, Inc. | 0.06% | Reduce -6.3% | 16,310 | $814K |
| Mengis Capital Management, Inc. | 0.17% | Add +3.2% | 16,122 | $804K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.8% | 16,098 | $803K |
| Wrenne Financial Planning LLC | 0.42% | Add +0.4% | 16,024 | $800K |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +3.4% | 15,668 | $781K |
| BIP Alliance, LLC | 0.33% | Reduce -26.5% | 15,640 | $780K |
| Hemington Wealth Management | 0.12% | Reduce -14.0% | 15,574 | $777K |
| Black Diamond Financial, LLC | 0.12% | No change | 15,476 | $772K |
| TPG Advisors LLC | 0.61% | New | 15,456 | $771K |
| GenTrust, LLC | 0.04% | No change | 15,335 | $765K |
| Diversified Enterprises, LLC | 0.06% | New | 15,228 | $760K |
| Fischer Financial Services, Inc. | 0.24% | Add +20.4% | 14,785 | $738K |
| Dopkins Wealth Management, LLC | 0.37% | Add +33.0% | 14,503 | $724K |
| One Degree Advisors Inc | 0.30% | Reduce -4.8% | 14,371 | $717K |
| Willow Creek Wealth Management Inc. | 0.07% | Add +22.4% | 14,355 | $716K |
| Center For Asset Management LLC | 0.43% | Reduce -26.5% | 14,203 | $709K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.3% | 14,171 | $707K |
| Wellington Shields & Co., LLC | 0.22% | Add +40.0% | 14,000 | $699K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -7.5% | 13,873 | $692K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -5.3% | 13,866 | $692K |
| Avion Wealth | 0.18% | No change | 14,253 | $690K |
| BIP Wealth, LLC | 0.04% | Add +1.5% | 13,755 | $686K |
| JDH Wealth Management, LLC | 0.58% | Add +56.9% | 13,497 | $674K |
| McElhenny Sheffield Capital Management, LLC | 0.25% | Add +0.4% | 13,495 | $673K |
| Kovack Advisors, Inc. | 0.07% | No change | 13,261 | $662K |
| Calton & Associates, Inc. | 0.15% | New | 13,258 | $662K |
| Kathmere Capital Management, LLC | 0.06% | Add +78.2% | 13,254 | $661K |
| Capstone Wealth Management, LLC | 0.66% | Add +3.7% | 13,197 | $659K |
| N.E.W. Advisory Services LLC | 0.05% | Add +2.2% | 13,092 | $653K |
| Southland Equity Partners LLC | 0.15% | Reduce -5.8% | 13,045 | $651K |
| Private Harbour Investment Management & Counsel, LLC | 0.71% | Reduce -0.4% | 12,870 | $642K |
| Inman Jager Wealth Management, LLC | 0.48% | Add +29.3% | 12,740 | $636K |
| Dakota Wealth Management | 0.01% | Add +36.8% | 12,725 | $635K |
| Wesbanco Bank Inc. | 0.02% | Reduce -5.4% | 12,713 | $634K |
| Pillar Financial Advisors, LLC | 0.47% | Reduce -1.6% | 12,664 | $632K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +82.7% | 12,641 | $631K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +82.7% | 12,641 | $631K |
| Adams Wealth Management | 0.12% | Add +2.9% | 12,618 | $630K |
| CacheTech Inc. | 0.12% | Add +2.9% | 12,618 | $630K |
| Laurel Wealth Advisors LLC | 0.10% | Reduce -11.0% | 12,420 | $620K |
| Caldwell Trust Co | 0.06% | No change | 11,970 | $597K |
| Envision Financial LLC | 0.45% | New | 11,952 | $596K |
| Mather Group, Llc. | 0.01% | Reduce -3.8% | 11,920 | $595K |
| Flagstar Securities, Inc. | 0.15% | Add +2.9% | 11,817 | $590K |
| Wealthspire Retirement, LLC | 0.05% | No change | 11,805 | $589K |
| SkyOak Wealth, LLC | 0.13% | No change | 11,795 | $589K |
| AE Wealth Management LLC | 0.00% | Add +19.4% | 11,768 | $587K |
| Brighton Jones LLC | 0.02% | Add +96.4% | 11,763 | $587K |
| Beckerman Institutional, LLC | 0.42% | Add +8.2% | 11,595 | $579K |
| Brookstone Capital Management | 0.01% | Add +2.6% | 11,563 | $577K |
| Horizon Financial Services, LLC | 0.32% | Add +10.4% | 11,562 | $577K |
| Northstar Group, Inc. | 0.10% | No change | 11,555 | $577K |
| Moser Wealth Advisors, LLC | 0.30% | No change | 11,545 | $576K |
| Hardin Capital Partners, LLC | 0.35% | Add +1.2% | 11,522 | $575K |
| Principal Securities, Inc. | 0.01% | No change | 11,782 | $570K |
| Sagace Wealth Management LLC | 0.43% | No change | 11,415 | $570K |
| Shepherd Financial Partners LLC | 0.07% | New | 11,300 | $564K |
| Strategic Investment Advisors / MI | 0.06% | Add +14.1% | 11,234 | $561K |
| Arkos Global Advisors | 0.08% | Reduce -2.4% | 11,102 | $554K |
| Shayne & Jacobs, LLC | 0.13% | No change | 10,950 | $546K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -20.2% | 10,941 | $546K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +54.9% | 10,683 | $533K |
| Harbour Investments, Inc. | 0.02% | Reduce -17.9% | 10,565 | $527K |
| Moneco Advisors, LLC | 0.05% | Add +33.2% | 10,521 | $525K |
| FineMark National Bank & Trust | 0.02% | No change | 10,514 | $525K |
| WealthTrak Capital Management LLC | 0.45% | Reduce -4.7% | 10,446 | $521K |
| BridgePort Financial Solutions, LLC | 0.23% | No change | 10,401 | $519K |
| Ballentine Partners, LLC | 0.01% | No change | 10,340 | $516K |
| Schwallier Wealth Management LLC | 0.38% | Reduce -86.3% | 10,317 | $515K |
| Root Financial Partners, LLC | 0.05% | Reduce -0.0% | 10,308 | $514K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -26.8% | 10,194 | $508K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 10,164 | $507K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.3% | 10,132 | $506K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -2.4% | 10,083 | $503K |
| Woodward Diversified Capital, LLC | 0.35% | Add +107.5% | 9,977 | $498K |
| HMV Wealth Advisors, LLC | 0.39% | Add +14.5% | 9,960 | $497K |
| Johnson Financial Group, LLC | 0.05% | New | 9,929 | $495K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.0% | 9,912 | $495K |
| Denali Advisors LLC | 0.06% | Add +2.3% | 9,751 | $487K |
| Capital Investment Services of America, Inc. | 0.05% | Add +29.0% | 9,673 | $483K |
| Alpha Cubed Investments, LLC | 0.02% | New | 9,590 | $479K |
| M&T Bank Corp | 0.00% | Reduce -1.6% | 9,575 | $478K |
| Sandy Spring Bank | 0.02% | No change | 9,556 | $477K |
| Accredited Wealth Management, LLC | 0.39% | Add +2.7% | 9,364 | $467K |
| Claris Advisors, LLC / Mo / | 0.17% | Add +5.1% | 9,358 | $467K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.6% | 9,063 | $452K |
| First Horizon Advisors, Inc. | 0.01% | Add +4.2% | 9,049 | $452K |
| Trilogy Capital Inc. | 0.02% | Add +36.9% | 8,910 | $445K |
| Shared Vision Wealth Group LLC | 0.24% | No change | 8,885 | $443K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -4.6% | 8,829 | $441K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -8.2% | 8,661 | $432K |
| Main Street Group, LTD | 0.18% | No change | 8,381 | $418K |
| Apexium Financial, LP | 0.02% | New | 8,364 | $417K |
| Cedar Mountain Advisors, LLC | 0.09% | No change | 8,285 | $413K |
| Iams Wealth Management, LLC | 0.19% | Add +19.6% | 8,261 | $412K |
| UMB Bank, n.a. | 0.01% | Reduce -0.1% | 8,248 | $412K |
| Ameriflex Group, Inc. | 0.17% | Add +146.1% | 8,243 | $411K |
| Mission Creek Capital Partners, Inc. | 0.10% | No change | 8,139 | $406K |
| Creekside Partners | 0.21% | Reduce -7.7% | 8,111 | $405K |
| Composition Wealth, LLC | 0.01% | Reduce -42.8% | 8,101 | $404K |
| Madden Advisory Services, Inc. | 0.19% | Add +1.7% | 7,993 | $399K |
| American Investment Services, Inc. | 0.07% | No change | 7,957 | $397K |
| Robinswood Financial LLC | 0.14% | Add +13.0% | 7,805 | $389K |
| Fortis Capital Management LLC | 0.08% | Reduce -1.4% | 7,790 | $389K |
| Pure Portfolios Holdings LLC | 0.14% | Add +2.0% | 7,779 | $388K |
| Flywheel Private Wealth LLC | 0.35% | No change | 7,743 | $386K |
| Simplicity Wealth,LLC | 0.03% | New | 7,666 | $383K |
| Brewster Financial Planning LLC | 0.28% | New | 7,637 | $381K |
| Pine Harbor Wealth Management, LLC | 0.15% | Reduce -53.0% | 7,578 | $378K |
| Eagle Bay Advisors LLC | 0.32% | Reduce -5.1% | 7,542 | $376K |
| CoreCap Advisors, LLC | 0.02% | Reduce -19.9% | 7,509 | $375K |
| Bank of Montreal | 0.00% | New | 7,504 | $374K |
| Embree Financial Group | 0.06% | Reduce -7.2% | 7,474 | $373K |
| Flow Traders U.S. LLC | 0.02% | New | 7,463 | $372K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,407 | $370K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.9% | 7,173 | $358K |
| HBW Advisory Services LLC | 0.05% | New | 7,137 | $356K |
| Prime Buchholz LLC | 0.12% | No change | 7,122 | $355K |
| Proffitt & Goodson Inc. | 0.06% | Add +20.3% | 7,104 | $354K |
| Western Wealth Management, LLC | 0.02% | Add +1.5% | 7,081 | $353K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.1% | 6,970 | $348K |
| Lynx Investment Advisory | 0.23% | Reduce -5.2% | 6,893 | $344K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -1.4% | 6,840 | $341K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -1.8% | 6,838 | $341K |
| Five Oceans Advisors | 0.16% | Reduce -11.4% | 6,771 | $338K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.3% | 6,627 | $331K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +21.5% | 6,581 | $328K |
| Chicago Capital, LLC | 0.01% | New | 6,553 | $327K |
| XTX Topco Ltd | 0.02% | New | 6,538 | $326K |
| Topel & Distasi Wealth Management, LLC | 0.15% | Reduce -0.3% | 6,510 | $325K |
| Sowell Financial Services LLC | 0.01% | New | 6,496 | $324K |
| Grand Wealth Management, LLC | 0.18% | Add +2.7% | 6,492 | $324K |
| World Investment Advisors | 0.01% | Add +4.3% | 6,436 | $321K |
| EP Wealth Advisors, LLC | 0.00% | Add +12.4% | 6,426 | $321K |
| Secured Retirement Advisors, LLC | 0.21% | Reduce -62.9% | 6,417 | $320K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.7% | 6,366 | $318K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -6.1% | 6,251 | $312K |
| Symmetry Partners, LLC | 0.04% | Reduce -17.8% | 6,195 | $309K |
| FMB Wealth Management | 0.17% | No change | 6,184 | $309K |
| Capstone Wealth Management Group LLC | 0.24% | No change | 6,097 | $304K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 6,004 | $299K |
| Red Wave Investments LLC | 0.11% | No change | 5,997 | $299K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | No change | 5,952 | $297K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -1.0% | 5,901 | $294K |
| US Financial Advisors, LLC | 0.09% | Add +9.1% | 5,878 | $293K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.2% | 5,855 | $292K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -16.7% | 5,815 | $290K |
| Peak Retirement Planning, Inc. | 0.16% | Add +28.8% | 5,758 | $287K |
| Archer Investment Corp | 0.07% | Reduce -4.5% | 5,670 | $283K |
| PBMares Wealth Management LLC | 0.06% | Add +0.5% | 5,635 | $281K |
| Barry Investment Advisors, LLC | 0.07% | Reduce -9.5% | 5,548 | $277K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +15.4% | 5,539 | $276K |
| Fiduciary Advisors, Inc. | 0.27% | No change | 5,539 | $276K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.1% | 5,534 | $276K |
| Bremer Bank National Association | 0.05% | No change | 5,500 | $274K |
| Accurate Wealth Management, LLC | 0.05% | New | 5,508 | $273K |
| PFG Investments, LLC | 0.02% | Reduce -3.3% | 5,468 | $273K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 5,322 | $266K |
| Freestate Advisors LLC | 0.26% | Reduce -3.7% | 5,312 | $265K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -11.5% | 5,279 | $263K |
| Verus Capital Partners, LLC | 0.03% | New | 5,277 | $263K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,256 | $262K |
| Towneley Capital Management, Inc / DE | 0.06% | Reduce -7.3% | 5,239 | $261K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,211 | $260K |
| Legacy PCG, LLC | 0.18% | Reduce -42.9% | 5,207 | $260K |
| Fortis Capital Advisors, LLC | 0.05% | New | 5,204 | $260K |
| Belpointe Asset Management LLC | 0.01% | New | 5,204 | $260K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Add +24.8% | 5,165 | $258K |
| Perennial Investment Advisors, LLC | 0.03% | New | 5,111 | $255K |
| Principia Wealth Advisory, LLC | 0.25% | Reduce -4.5% | 5,124 | $255K |
| Rockland Trust Co. | 0.01% | Reduce -17.8% | 5,100 | $254K |
| Blue Trust, Inc. | 0.00% | New | 5,100 | $254K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -11.1% | 5,078 | $253K |
| Tenon Financial LLC | 0.16% | No change | 5,055 | $252K |
| Wedmont Private Capital | 0.01% | New | 5,057 | $251K |
| Dogwood Wealth Management LLC | 0.13% | No change | 5,022 | $251K |
| Bragg Financial Advisors, Inc | 0.01% | Add +5.1% | 5,015 | $250K |
| Petra Financial Advisors Inc. | 0.21% | Reduce -1.1% | 5,013 | $250K |
| Cardinal Point Capital Management ULC | 0.02% | New | 5,011 | $250K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -2.4% | 4,995 | $249K |
| 2UniFi Bank | 0.16% | No change | 5,025 | $248K |
| Cambria Investment Management, L.P. | 0.02% | No change | 5,132 | $248K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.9% | 4,871 | $243K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $241K |
| Maia Wealth LLC | 0.05% | Reduce -14.4% | 4,847 | $241K |
| Lakeshore Financial Planning, Inc. | 0.10% | No change | 4,759 | $238K |
| TruNorth Capital Management, LLC | 0.06% | No change | 4,705 | $235K |
| Key Financial Inc | 0.05% | Reduce -9.5% | 4,698 | $234K |
| WPG Advisers, LLC | 0.22% | Reduce -12.3% | 4,693 | $234K |
| Elser Financial Planning, Inc | 0.32% | No change | 4,672 | $233K |
| Lam Group, Inc. | 0.17% | Reduce -16.2% | 4,622 | $231K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $230K |
| Savvy Advisors, Inc. | 0.02% | New | 4,528 | $226K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $225K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.3% | 4,461 | $223K |
| Sunburst Financial Group, LLC | 0.05% | No change | 4,429 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.7% | 4,422 | $220K |
| eCIO, Inc. | 0.09% | — | 4,413 | $220K |
| Alhambra Investment Management LLC | 0.11% | Reduce -11.7% | 4,408 | $220K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -35.4% | 4,374 | $218K |
| Lion Street Advisors, LLC | 0.07% | No change | 4,373 | $218K |
| Level Wealth Management LLC | 0.14% | No change | 4,360 | $218K |
| Cornerstone Financial Group, LLC | 0.19% | Reduce -11.6% | 4,354 | $217K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 4,316 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,306 | $215K |
| JNBA Financial Advisors | 0.02% | Add +8.3% | 4,271 | $213K |
| Golden Bell Financial Planning LLC | 0.21% | No change | 4,244 | $212K |
| VERITY Wealth Advisors | 0.16% | No change | 4,239 | $212K |
| W.H. Cornerstone Investments Inc. | 0.15% | No change | 4,236 | $211K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 4,234 | $211K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.0% | 4,228 | $211K |
| Roth Financial Partners LLC | 0.08% | No change | 4,210 | $210K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -4.6% | 4,190 | $209K |
| CENTRAL TRUST Co | 0.01% | Add +70.0% | 4,179 | $209K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,145 | $207K |
| MRWM Advisors, LLC | 0.14% | Reduce -7.5% | 4,102 | $205K |
| Keystone Financial Group | 0.02% | Reduce -2.4% | 4,074 | $203K |
| JFS Wealth Advisors, LLC | 0.01% | Add +23.5% | 3,737 | $186K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 3,700 | $185K |
| Lanark Financial, Inc. | 0.02% | — | 3,643 | $181K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 3,400 | $170K |
| Northwest Capital Management Inc | 0.07% | Reduce -16.8% | 3,313 | $165K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -40.3% | 3,282 | $164K |
| Clearstead Advisors, LLC | 0.00% | Reduce -27.3% | 3,125 | $156K |
| Cape Investment Advisory, Inc. | 0.06% | Add +41.6% | 3,007 | $150K |
| Asset Dedication, LLC | 0.01% | No change | 3,003 | $150K |
| Silver Oak Securities, Incorporated | 0.01% | New | 2,944 | $147K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 2,622 | $131K |
| Legacy Bridge, LLC | 0.07% | No change | 2,588 | $129K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.8% | 2,447 | $122K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,289 | $114K |
| TD Capital Management LLC | 0.01% | No change | 2,213 | $110K |
| Fairman Group, LLC | 0.10% | No change | 2,261 | $109K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -47.3% | 2,142 | $107K |
| IFP Advisors, Inc | 0.00% | Add +1.8% | 2,110 | $105K |
| Stelac Advisory Services LLC | 0.04% | New | 2,055 | $103K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 2,041 | $102K |
| Capital Analysts, LLC | 0.00% | No change | 2,000 | $100K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,000 | $100K |
| Parkside Financial Bank & Trust | 0.01% | Add +12.2% | 1,981 | $99K |
| Oakworth Capital, Inc. | 0.01% | New | 1,969 | $98K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,897 | $95K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.7% | 1,642 | $82K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -37.2% | 1,561 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 1,506 | $75K |
| Coastline Trust Co | 0.01% | No change | 1,470 | $73K |
| Rialto Wealth Management, LLC | 0.02% | Add +21.0% | 1,439 | $72K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +1.1% | 1,406 | $70K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $68K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,345 | $67K |
| Montag A & Associates Inc. | 0.00% | Add +106.5% | 1,301 | $65K |
| Bogart Wealth, LLC | 0.00% | Add +9.9% | 1,284 | $64K |
| Fifth Third Bancorp | 0.00% | No change | 1,250 | $62K |
| Murphy & Mullick Capital Management Corp | 0.06% | Reduce -9.7% | 1,247 | $62K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 1,194 | $59K |
| Vestor Capital, LLC | 0.00% | No change | 1,077 | $54K |
| VSM Wealth Advisory, LLC | 0.02% | Add +12.3% | 1,081 | $54K |
| HFM Investment Advisors, LLC | 0.03% | — | 1,041 | $52K |
| Transce3nd, LLC | 0.02% | Reduce -48.0% | 1,037 | $52K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $50K |
| Avalon Trust Co | 0.00% | New | 1,000 | $50K |
| Center for Financial Planning, Inc. | 0.01% | New | 908 | $45K |
| Decker Retirement Planning Inc. | 0.03% | New | 900 | $45K |
| Motco | 0.00% | No change | 720 | $36K |
| Rossby Financial, LCC | 0.02% | New | 714 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 713 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 694 | $34K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +67.8% | 619 | $31K |
| 10Elms LLP | 0.04% | Reduce -27.1% | 594 | $30K |
| Tidemark, LLC | 0.01% | Add +9.2% | 584 | $29K |
| Hager Investment Management Services, LLC | 0.02% | New | 551 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 535 | $27K |
| Wayfinding Financial, LLC | 0.01% | New | 523 | $26K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -88.3% | 505 | $25K |
| Garrison Bradford & Associates Inc. | 0.03% | New | 500 | $25K |
| Financial Freedom, LLC | 0.01% | No change | 491 | $24K |
| Rogco, LP | 0.01% | Reduce -6.0% | 482 | $24K |
| Investors Research Corp | 0.01% | Reduce -10.6% | 479 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 473 | $24K |
| NBT Bank, N.A. | 0.00% | Reduce -93.1% | 452 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +69.6% | 441 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Add +6294.1% | 27,111 | $21K |
| Hoese & Co LLP | 0.02% | No change | 411 | $21K |
| Millstone Evans Group, LLC | 0.01% | No change | 406 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 375 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -99.0% | 362 | $18K |
| Blume Capital Management, Inc. | 0.00% | Reduce -71.4% | 300 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 298 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +125.9% | 262 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -7.5% | 222 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 215 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 191 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 195 | $9K |
| Tsfg, LLC | 0.00% | No change | 186 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 171 | $9K |
| Aventura Private Wealth, LLC | 0.00% | New | 164 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -54.7% | 149 | $7K |
| SouthState Bank Corp | 0.00% | No change | 141 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 134 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| Citizens National Bank Trust Department | 0.00% | New | 123 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 108 | $5K |
| Richardson Financial Services Inc. | 0.00% | Reduce -1.0% | 99 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Security National Bank | 0.00% | New | 94 | $5K |
| Sofi Wealth, LLC | 0.00% | Reduce -100.0% | 83 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 65 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $3K |
| Towne Trust Company, N.A | 0.00% | No change | 59 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 54 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 52 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 46 | $2K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -24.3% | 28 | $1K |
| PMV Capital Advisers, LLC | 0.00% | New | 26 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 25 | $1K |
| Beacon Capital Management, LLC | 0.00% | Reduce -80.2% | 24 | $1K |
| Vision Financial Markets LLC | 0.00% | New | 24 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 13 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $998 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $798 |
| Old Second National Bank of Aurora | 0.00% | No change | 13 | $649 |
| New Millennium Group LLC | 0.00% | Reduce -30.0% | 7 | $347 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $150 |
| Abound Wealth Management | 0.00% | No change | 1 | $58 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $50 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $50 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 1 | $50 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.