Vanguard Short-Term TipsVTIPETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 839 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 9 from Q2 2025. 66 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), LPL Financial LLC ($883.5M) and Sei Investments Co. ($434.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $255.2M |
| Exits | 52 | $62.8M |
All 13F filers, Q2 2025 → Q3 2025: 18,345,986 shares bought and 7,302,597 shares sold, net +11,043,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 839 holders
| JPMorgan Chase & Co. | 0.09% | Add +11.1% | 28,695,157 | $1.5B |
| LPL Financial LLC | 0.26% | Add +5.1% | 17,450,758 | $883.5M |
| Sei Investments Co. | 0.47% | Reduce -1.3% | 8,584,452 | $434.6M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -0.2% | 8,488,897 | $429.8M |
| Wealthspire Advisors, LLC | 2.01% | Add +9.3% | 7,587,484 | $384.2M |
| Valmark Advisers, Inc. | 4.20% | Add +4.3% | 6,401,575 | $324.1M |
| FMR LLC | 0.01% | Reduce -2.9% | 5,199,876 | $263.3M |
| Cambridge Associates LLC /Ma/ | 4.60% | Add +3.0% | 4,957,303 | $250.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.38% | Add +5.3% | 4,300,563 | $217.7M |
| Morgan Stanley | 0.01% | Add +0.5% | 4,267,915 | $216.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.1% | 3,872,944 | $196.1M |
| Bank of America Corp. | 0.01% | Reduce -3.2% | 3,806,188 | $192.7M |
| Focus Partners Advisor Solutions, LLC | 2.14% | Add +20.2% | 3,743,743 | $188.4M |
| Focus Partners Wealth | 0.29% | Add +10.9% | 3,584,886 | $181.7M |
| Savant Capital, LLC | 1.05% | Add +8.7% | 3,420,987 | $173.2M |
| HighTower Advisors, LLC | 0.15% | Add +5.9% | 2,557,143 | $129.5M |
| Wells Fargo & Company | 0.02% | Add +3.8% | 2,052,077 | $103.9M |
| Alesco Advisors, LLC, An ESL Co | 2.67% | Add +3.5% | 1,946,655 | $98.6M |
| Klingman & Associates, LLC | 4.55% | Add +9.9% | 1,779,660 | $90.1M |
| Studio Investment Management LLC | 16.46% | Add +10.3% | 1,722,849 | $87.2M |
| Betterment LLC | 0.16% | Reduce -5.4% | 1,638,838 | $83.0M |
| Jane Street Group, LLC | 0.10% | New | 1,608,843 | $81.5M |
| Satovsky Asset Management LLC | 16.13% | Add +3.8% | 1,596,379 | $80.8M |
| BOK Financial Private Wealth, Inc. | 4.66% | New | 1,463,820 | $74.1M |
| True Link Financial Advisors, LLC | 4.43% | Add +46.0% | 1,360,330 | $68.9M |
| Evoke Wealth, LLC | 1.30% | Add +14.7% | 1,233,738 | $62.5M |
| Fund Evaluation Group, LLC | 2.19% | Add +47.1% | 1,194,124 | $60.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 1,163,061 | $58.9M |
| UBS Group AG | 0.01% | Add +0.1% | 1,087,211 | $55.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.4% | 1,058,191 | $53.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 971,000 | $49.2M |
| Osaic Holdings, Inc. | 0.07% | Add +97.2% | 920,961 | $46.6M |
| Cetera Investment Advisers | 0.05% | Add +9.4% | 878,648 | $44.5M |
| Bleakley Financial Group, LLC | 1.02% | Add +8.2% | 865,502 | $43.8M |
| Beacon Capital Management, Inc. | 2.08% | Reduce -29.6% | 861,381 | $43.6M |
| Assetmark, Inc. | 0.09% | Add +3.3% | 849,725 | $43.0M |
| Garde Capital, Inc. | 2.11% | Add +11.1% | 828,138 | $41.9M |
| Strategic Financial Services, Inc. | 1.98% | Add +2.5% | 777,530 | $39.4M |
| Adventist Health System/ West | 6.32% | No change | 766,010 | $38.8M |
| Wealthfront Advisers LLC | 0.09% | Reduce -1.9% | 732,614 | $37.1M |
| Renaissance Technologies | 0.05% | Reduce -30.8% | 730,300 | $37.0M |
| Raymond James Financial Inc. | 0.01% | Add +24.5% | 729,732 | $36.9M |
| Moller Wealth Partners | 7.42% | Add +3.5% | 702,581 | $35.6M |
| Efficient Advisors, LLC | 1.98% | Add +9.1% | 693,104 | $35.1M |
| Cerity Partners LLC | 0.05% | Add +8.3% | 651,001 | $33.0M |
| Cornerstone National Bank & Trust Co | 13.37% | Add +7.3% | 647,390 | $32.8M |
| Altfest L J & Co. Inc. | 3.62% | Add +78.3% | 640,169 | $32.4M |
| Beaird Harris Wealth Management, LLC | 2.27% | Reduce -25.7% | 633,092 | $32.1M |
| Marotta Asset Management | 6.03% | Add +2.3% | 640,500 | $32.0M |
| Pacific Sage Partners, LLC | 5.21% | Add +11.2% | 614,052 | $31.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.76% | Add +4.5% | 604,231 | $30.6M |
| Silver Oak Wealth Advisors Services, LLC | 19.99% | Add +7.4% | 599,179 | $30.3M |
| Greystone Financial Group, LLC | 4.65% | Reduce -15.1% | 592,143 | $30.0M |
| Royal Bank of Canada | 0.01% | Add +10.7% | 586,306 | $29.7M |
| Stratos Investment Management, LLC | 1.14% | Add +3.1% | 546,577 | $27.7M |
| Arlington Financial Advisors, LLC | 4.02% | Add +5.1% | 540,009 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.1% | 501,653 | $25.4M |
| Schorn Wealth LLC | 7.68% | Reduce -1.1% | 496,199 | $25.1M |
| Financial Consulate, Inc. | 3.53% | Add +5.3% | 493,122 | $25.0M |
| Webster Bank, N. A. | 2.23% | Add +49.8% | 457,708 | $23.2M |
| Trust Co. of Vermont | 0.99% | Add +25.7% | 450,306 | $22.8M |
| Northwest Wealth Management, LLC | 3.73% | Add +3.0% | 446,559 | $22.6M |
| Van Strum & Towne Inc. | 6.60% | Add +5.2% | 443,497 | $22.5M |
| Define Financial, LLC | 13.46% | Add +5.3% | 443,063 | $22.4M |
| Alaska Permanent Capital Management, LLC | 1.64% | Add +2.5% | 440,106 | $22.3M |
| Whelan Financial | 6.74% | Add +3.1% | 420,283 | $21.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.16% | Reduce -39.1% | 420,584 | $21.3M |
| ProVise Management Group, LLC | 1.52% | Add +1.4% | 406,839 | $20.6M |
| Brickley Wealth Management | 3.53% | Add +4.2% | 399,483 | $20.2M |
| Fairway Wealth LLC | 5.67% | Add +2.9% | 1,109,187 | $20.2M |
| Apella Capital, LLC | 0.44% | Reduce -10.2% | 395,091 | $19.8M |
| Benningfield Financial Advisors, LLC | 15.40% | Add +5.6% | 385,526 | $19.5M |
| Deane Retirement Strategies, Inc. | 8.32% | Reduce -0.9% | 382,264 | $19.4M |
| New York Life Investment Management LLC | 0.17% | Reduce -62.0% | 370,877 | $18.8M |
| Portland Global Advisors LLC | 2.07% | Add +3.3% | 365,837 | $18.5M |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 364,851 | $18.5M |
| Addison Advisors LLC | 4.25% | Add +11.7% | 361,733 | $18.3M |
| Nkcfo LLC | 5.51% | No change | 361,700 | $18.3M |
| Sellwood Investment Partners LLC | 7.28% | Add +6.4% | 361,210 | $18.3M |
| 3EDGE Asset Management, LP | 1.02% | New | 358,688 | $18.2M |
| Emprise Bank | 7.52% | Add +6.7% | 343,777 | $17.4M |
| Perigon Wealth Management, LLC | 0.34% | Add +9.5% | 329,176 | $16.7M |
| Stifel Financial Corp. | 0.02% | Add +1.9% | 329,003 | $16.7M |
| Equitable Holdings, Inc. | 0.12% | Add +7.0% | 327,060 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.7% | 325,838 | $16.5M |
| Private Wealth Asset Management, LLC | 1.94% | Add +8.9% | 325,060 | $16.5M |
| Twin Focus Capital Partners, LLC | 2.09% | Add +2.4% | 324,795 | $16.4M |
| Chemistry Wealth Management LLC | 3.08% | Add +6.6% | 315,025 | $15.9M |
| Asset Management One Co., Ltd. | 0.05% | New | 311,587 | $15.8M |
| Burton Enright Welch | 2.36% | Add +4.5% | 308,783 | $15.6M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +4677.4% | 307,140 | $15.6M |
| Lifeworks Advisors, LLC | 2.05% | Add +2.3% | 302,308 | $15.3M |
| Farmers & Merchants Investments Inc. | 0.43% | Reduce -10.1% | 302,214 | $15.3M |
| Advisory Services Network, LLC | 0.22% | Add +50.6% | 300,957 | $15.2M |
| Jackson Thornton Wealth Management, LLC | 1.51% | Add +7.4% | 296,849 | $14.9M |
| Nova R Wealth, Inc. | 6.21% | Add +80.2% | 289,092 | $14.6M |
| Carnegie Investment Counsel | 0.27% | Add +7.9% | 283,931 | $14.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +6.7% | 278,550 | $14.1M |
| AMG National Trust Bank | 0.34% | Reduce -22.1% | 271,588 | $13.8M |
| Creative Planning | 0.01% | Reduce -29.2% | 269,734 | $13.7M |
| Atmos Advisory, LLC | 8.31% | Add +1.7% | 269,428 | $13.6M |
| North Star Investment Management Corp. | 0.87% | Add +52.4% | 266,002 | $13.5M |
| Boston Family Office LLC | 0.86% | Add +5.9% | 265,645 | $13.4M |
| Mayport, LLC | 2.90% | Add +13.4% | 264,160 | $13.4M |
| LPWM LLC | 3.56% | Add +2.4% | 263,627 | $13.3M |
| Connable Office Inc. | 1.22% | Reduce -24.5% | 260,714 | $13.2M |
| Baron Financial Group, LLC | 7.21% | Add +0.0% | 260,035 | $13.2M |
| Alaska Wealth Advisors, LLC | 1.69% | Add +8.1% | 255,335 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -19.2% | 242,191 | $12.3M |
| SJS Investment Consulting Inc. | 1.68% | Add +29.1% | 241,959 | $12.3M |
| Mariner, LLC | 0.02% | Add +0.9% | 236,134 | $12.0M |
| Twelve Points Wealth Management LLC | 2.98% | Add +9.2% | 235,966 | $11.9M |
| Glenview Trust Co | 0.19% | Add +16.6% | 235,738 | $11.9M |
| Cresset Asset Management, LLC | 0.05% | Reduce -1.0% | 235,161 | $11.9M |
| Thompson Siegel & Walmsley LLC | 0.19% | Add +107.5% | 232,410 | $11.8M |
| SWAN Capital LLC | 4.67% | Add +72.5% | 227,734 | $11.5M |
| Nvwm, LLC | 2.59% | Add +3.3% | 227,641 | $11.5M |
| Roberts Glore & Co. Inc. | 3.13% | Reduce -0.1% | 226,463 | $11.5M |
| Signet Financial Management, LLC | 1.30% | Add +4.8% | 221,686 | $11.2M |
| Leuthold Group, LLC | 1.18% | Add +0.1% | 213,699 | $10.8M |
| Citigroup Inc. | 0.01% | Add +192.7% | 208,294 | $10.5M |
| Rehmann Capital Advisory Group | 0.58% | Add +8.8% | 207,302 | $10.5M |
| Stratos Wealth Advisors, LLC | 0.49% | Add +5.6% | 199,917 | $10.1M |
| Scotia Capital Inc. | 0.04% | Add +45.7% | 198,136 | $10.0M |
| Procyon Advisors, LLC | 0.59% | New | 196,020 | $9.9M |
| Colorado Capital Management, Inc. | 3.82% | Add +3.9% | 195,284 | $9.9M |
| Frisco Financial Planning LLC | 8.42% | Reduce -13.7% | 194,866 | $9.9M |
| Wingate Wealth Advisors, Inc. | 6.80% | Add +334.1% | 194,023 | $9.8M |
| Brady Martz Wealth Solutions, LLC | 1.77% | Add +3.4% | 192,437 | $9.7M |
| NewEdge Advisors, LLC | 0.04% | Add +8.6% | 191,670 | $9.7M |
| Trust Co | 0.99% | Add +30.0% | 191,543 | $9.7M |
| Kondo Wealth Advisors, Inc. | 3.91% | Add +4.9% | 191,279 | $9.7M |
| Aurelius Family Office LLC | 4.18% | Add +3.1% | 185,450 | $9.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 185,067 | $9.4M |
| Principal Securities, Inc. | 0.15% | Add +4.0% | 184,968 | $9.4M |
| Jeppson Wealth Management, LLC | 2.97% | Add +4.7% | 183,802 | $9.3M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -3.1% | 179,263 | $9.1M |
| Mgo One Seven LLC | 0.20% | Reduce -5.3% | 173,259 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.0% | 172,048 | $8.7M |
| Sepio Capital, LP | 0.51% | Add +14.6% | 171,278 | $8.7M |
| Sovereign Financial Group, Inc. | 1.62% | Add +3.1% | 170,660 | $8.6M |
| Cherry Tree Wealth Management, LLC | 1.87% | Add +3.2% | 167,935 | $8.5M |
| Whitegate Investment Counselors, Inc. | 2.79% | Reduce -2.1% | 167,662 | $8.5M |
| ShankerValleau Wealth Advisors, Inc. | 2.17% | Add +5.3% | 166,945 | $8.5M |
| Ethos Financial Group, LLC | 0.66% | Add +3.9% | 164,867 | $8.3M |
| Advocate Group LLC | 1.36% | Add +13.2% | 163,342 | $8.3M |
| Allworth Financial LP | 0.04% | Reduce -9.7% | 163,189 | $8.3M |
| MML Investors Services, LLC | 0.02% | Reduce -7.4% | 162,674 | $8.2M |
| Clarity Capital Advisors, LLC | 4.46% | Add +3.0% | 161,733 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.8% | 161,314 | $8.2M |
| Cloud Capital Management, LLC | 4.28% | Reduce -0.1% | 160,508 | $8.1M |
| North Ridge Wealth Advisors, Inc. | 4.59% | Add +4.6% | 158,637 | $8.0M |
| Graves Light Lenhart Wealth, Inc. | 0.88% | Add +4.1% | 155,834 | $7.9M |
| Gradient Capital Advisors, LLC | 2.10% | Add +10.3% | 154,502 | $7.8M |
| C M Bidwell & Associates Ltd. | 3.71% | Add +27.5% | 152,280 | $7.7M |
| Family CFO Inc | 3.54% | Reduce -1.4% | 151,984 | $7.7M |
| Roundview Capital LLC | 0.49% | Add +7.1% | 151,950 | $7.7M |
| Magnus Financial Group LLC | 0.61% | Add +7.4% | 151,337 | $7.7M |
| TrueWealth Financial Partners | 3.78% | Reduce -19.7% | 146,211 | $7.4M |
| Integrity Alliance, Llc. | 0.35% | Add +23.7% | 145,724 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.1% | 147,097 | $7.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -38.9% | 145,116 | $7.3M |
| Fort Vancouver Investment Management, LLC | 3.90% | Add +5.2% | 138,780 | $7.0M |
| Bulwark Capital Corp | 5.45% | Add +4.0% | 138,366 | $7.0M |
| Banco Santander, S.A. | 0.06% | No change | 130,387 | $6.6M |
| Family Wealth Partners, LLC | 2.42% | Add +4.4% | 127,399 | $6.5M |
| Mullaney, Keating & Wright, Inc. | 3.52% | Add +3.7% | 125,393 | $6.3M |
| White Lighthouse Investment Management Inc. | 0.97% | Add +8.1% | 125,128 | $6.3M |
| Tme Financial, Inc. | 4.72% | Add +5.2% | 124,419 | $6.3M |
| Morningstar Investment Management LLC | 0.23% | Add +57.5% | 124,391 | $6.3M |
| Peirce Capital Management, LLC | 2.54% | Add +5.7% | 120,902 | $6.1M |
| Essential Planning, LLC. | 2.08% | Add +4.3% | 119,501 | $6.1M |
| Cardiff Park Advisors, LLC | 0.46% | Add +15.9% | 118,288 | $6.0M |
| Ascent Group, LLC | 0.21% | Add +6.2% | 117,479 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.9% | 117,019 | $5.9M |
| Tilson Financial Group, Inc. | 1.91% | Add +1.4% | 114,636 | $5.8M |
| AQR Capital Management | 0.00% | Add +28.0% | 112,705 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.29% | Add +10.7% | 112,609 | $5.7M |
| Destiny Wealth Partners, LLC | 0.70% | Add +2.6% | 112,472 | $5.7M |
| Robinswood Financial LLC | 1.89% | Add +213.2% | 111,715 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1.5% | 111,336 | $5.6M |
| HRT Financial LP | 0.02% | New | 111,272 | $5.6M |
| Breakwater Capital Group | 0.83% | Add +9.7% | 110,591 | $5.6M |
| Meritas Wealth Management, LLC | 2.74% | Add +5.4% | 109,430 | $5.5M |
| Plum Street Advisors, LLC | 2.13% | Add +16.8% | 109,045 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +31.5% | 106,769 | $5.4M |
| Austin Asset Management Co Inc | 1.02% | Add +0.2% | 106,136 | $5.4M |
| Tru Independence Asset Management 2, LLC | 3.51% | Add +22.7% | 105,479 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +16.3% | 105,203 | $5.3M |
| PFG Advisors | 0.22% | New | 103,918 | $5.3M |
| Poinciana Advisors Group, LLC | 4.35% | Add +3.5% | 101,722 | $5.2M |
| Friday Financial | 2.15% | Add +9.6% | 101,434 | $5.1M |
| Tradewinds, LLC. | 1.24% | New | 100,350 | $5.1M |
| Phillips Financial Management, LLC | 0.33% | Reduce -2.4% | 99,554 | $5.0M |
| Spire Wealth Management | 0.17% | Reduce -0.5% | 99,419 | $5.0M |
| Manuka Financial, LLC | 3.12% | Add +21.6% | 99,203 | $5.0M |
| Greenbush Financial Group, LLC | 1.92% | Add +7.2% | 98,970 | $5.0M |
| West Paces Advisors Inc. | 0.98% | Add +0.1% | 97,291 | $4.9M |
| Certified Advisory Corp | 0.47% | Reduce -1.0% | 96,743 | $4.9M |
| Gould Asset Management LLC | 0.90% | Reduce -20.7% | 95,352 | $4.8M |
| Fiduciary Trust Co | 0.05% | Reduce -1.1% | 94,334 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -2.8% | 93,850 | $4.8M |
| Hutchinson Capital Management | 0.80% | Add +4.5% | 91,616 | $4.6M |
| Curran Financial Partners, LLC | 0.91% | Add +23.1% | 91,303 | $4.6M |
| Cary Street Partners Financial LLC | 0.12% | Add +40.8% | 91,300 | $4.6M |
| Shotwell Rutter Baer Inc | 2.98% | Add +1.8% | 92,234 | $4.6M |
| First Hawaiian Bank | 0.59% | Reduce -3.5% | 90,392 | $4.6M |
| Brown Wealth Management, LLC | 1.27% | Add +34.4% | 89,432 | $4.5M |
| One Capital Management, LLC | 0.14% | Reduce -8.7% | 87,502 | $4.4M |
| Ames National Corp. | 2.62% | Add +0.7% | 87,264 | $4.4M |
| Richmond Brothers, Inc. | 2.77% | Reduce -29.4% | 86,613 | $4.4M |
| Farther Finance Advisors, LLC | 0.07% | Add +44.6% | 86,507 | $4.4M |
| Regal Investment Advisors LLC | 0.28% | Add +316.5% | 86,078 | $4.4M |
| Lutz Financial Services LLC | 0.31% | Reduce -0.5% | 85,549 | $4.3M |
| Squire Investment Management Company, LLC | 1.39% | Add +8.1% | 84,383 | $4.3M |
| CogentBlue Wealth Advisors, LLC | 2.88% | Reduce -1.6% | 83,353 | $4.2M |
| Aspiriant, LLC | 0.13% | Add +1.1% | 82,608 | $4.2M |
| My Personal CFO, LLC | 1.62% | New | 82,592 | $4.2M |
| Foundation Wealth Management, LLC\PA | 1.62% | Reduce -37.4% | 82,592 | $4.2M |
| XY Planning Network, Inc. | 1.42% | No change | 82,976 | $4.2M |
| Almanack Investment Partners, LLC. | 0.64% | Reduce -83.4% | 82,026 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +10.0% | 81,873 | $4.1M |
| Genesis Wealth Advisors, LLC | 2.90% | Add +0.9% | 81,321 | $4.1M |
| Comprehensive Money Management Services LLC | 2.88% | Add +0.9% | 80,436 | $4.1M |
| First American Trust, FSB | 0.29% | Add +4.0% | 79,595 | $4.0M |
| Passive Capital Management, LLC. | 1.30% | Add +0.0% | 78,827 | $4.0M |
| Private Client Services, LLC | 1.33% | Add +12.2% | 78,476 | $4.0M |
| Anderson Hoagland & Co. | 0.35% | Reduce -1.7% | 77,947 | $3.9M |
| Maryland Capital Advisors Inc. | 1.40% | Add +12.2% | 77,371 | $3.9M |
| Aerodigm Wealth, LLC | 1.60% | Add +28.8% | 76,128 | $3.8M |
| Symmetry Partners, LLC | 0.41% | Add +19.4% | 74,993 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.6% | 74,435 | $3.8M |
| RAM Investment Partners, LLC | 0.71% | Reduce -0.8% | 74,332 | $3.8M |
| US Bancorp \de | 0.00% | Add +4.0% | 73,974 | $3.7M |
| Hurlow Wealth Management Group, Inc. | 0.96% | Reduce -3.9% | 72,968 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +163.8% | 72,256 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.6% | 72,112 | $3.7M |
| Secure Asset Management, LLC | 0.60% | Add +6.8% | 72,335 | $3.6M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -26.2% | 70,753 | $3.6M |
| Private Wealth Management Group, LLC | 0.98% | Add +0.8% | 70,185 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 69,689 | $3.5M |
| Sfm, LLC | 2.04% | Reduce -0.5% | 69,228 | $3.5M |
| Ritholtz Wealth Management | 0.07% | Reduce -3.6% | 67,659 | $3.4M |
| Nepc LLC | 0.09% | No change | 65,564 | $3.3M |
| Chicago Partners Investment Group LLC | 0.09% | Add +10.2% | 65,912 | $3.3M |
| Blair William & Co. | 0.01% | Add +6.7% | 65,138 | $3.3M |
| Sagace Wealth Management LLC | 2.21% | Add +245.8% | 64,145 | $3.2M |
| Yeomans Consulting Group, Inc. | 1.12% | Add +77.0% | 64,714 | $3.2M |
| Barry Investment Advisors, LLC | 0.74% | Add +100.8% | 63,423 | $3.2M |
| Gateway Wealth Partners, LLC | 0.43% | Add +13.9% | 62,897 | $3.2M |
| Fortune Financial Advisors, LLC | 2.39% | Add +1.9% | 62,856 | $3.2M |
| Integrated Advisors Network LLC | 0.13% | Add +233.5% | 62,662 | $3.2M |
| GTS Securities LLC | 0.12% | New | 62,454 | $3.2M |
| Fifth Third Securities, Inc. | 0.22% | Reduce -4.3% | 62,263 | $3.2M |
| Cranbrook Wealth Management, LLC | 0.63% | Add +9.2% | 62,193 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -92.9% | 61,563 | $3.1M |
| Aspire Capital Advisors LLC | 0.77% | Reduce -57.7% | 61,439 | $3.1M |
| Chesley Taft & Associates LLC | 0.13% | Add +0.8% | 60,899 | $3.1M |
| Sage Rhino Capital LLC | 0.59% | Add +2.3% | 60,693 | $3.1M |
| Liberty Capital Management, Inc. | 0.58% | Add +23.0% | 60,602 | $3.1M |
| Merit Financial Group, LLC | 0.03% | Reduce -4.2% | 60,394 | $3.1M |
| K2 Financial Inc. | 2.46% | Reduce -1.6% | 60,959 | $3.1M |
| IFG Advisory, LLC | 0.14% | Add +7.7% | 59,985 | $3.0M |
| Advisory Alpha, LLC | 0.08% | Reduce -29.4% | 60,040 | $3.0M |
| Strategic Financial Concepts, LLC | 0.44% | Add +1.4% | 59,277 | $3.0M |
| Triad Wealth Partners, LLC | 0.39% | Add +13.7% | 59,131 | $3.0M |
| Asset Allocation Strategies LLC | 0.58% | Reduce -15.2% | 58,289 | $3.0M |
| SpringVest Wealth Management LLC | 2.17% | Add +5.7% | 58,234 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.11% | Reduce -55.4% | 57,909 | $2.9M |
| Compton Financial Group, LLC | 0.70% | Reduce -1.5% | 57,627 | $2.9M |
| Financial Life Advisors | 0.94% | Add +6.8% | 57,591 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.9% | 57,566 | $2.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 57,138 | $2.9M |
| Avalon Capital Management | 0.71% | Reduce -56.0% | 56,866 | $2.9M |
| Farrell Financial LLC | 1.80% | Add +5.3% | 56,742 | $2.9M |
| Centurion Wealth Management LLC | 0.65% | New | 56,216 | $2.8M |
| Heritage Trust Co | 0.30% | Reduce -3.0% | 56,197 | $2.8M |
| MAI Capital Management | 0.02% | Add +0.7% | 56,107 | $2.8M |
| OMNI 360 Wealth, Inc. | 1.58% | Add +5.7% | 55,758 | $2.8M |
| JMG Financial Group, Ltd. | 0.08% | Reduce -2.6% | 55,293 | $2.8M |
| NorthRock Partners, LLC | 0.05% | New | 55,193 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -21.8% | 54,353 | $2.8M |
| ARK & TLK Investments, LLC | 0.87% | Add +0.4% | 54,257 | $2.7M |
| TSA Wealth Managment LLC | 0.93% | Add +4.9% | 53,958 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 53,826 | $2.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.57% | Add +0.9% | 53,780 | $2.7M |
| Boston Standard Wealth Management, LLC | 0.46% | Add +4.4% | 53,667 | $2.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -8.6% | 53,438 | $2.7M |
| Hoese & Co LLP | 2.07% | Add +3321.5% | 53,409 | $2.7M |
| Guild Investment Management, Inc. | 2.15% | Add +60.3% | 53,395 | $2.7M |
| Avant Financial Advisors LLC | 2.02% | Add +16.9% | 52,931 | $2.7M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -49.4% | 52,744 | $2.7M |
| TD Private Client Wealth LLC | 0.06% | Add +5.6% | 52,742 | $2.7M |
| Sharper & Granite LLC | 0.95% | Add +0.1% | 52,578 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +2.4% | 52,424 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | Add +17.1% | 52,385 | $2.7M |
| Total Wealth Planning, LLC | 0.30% | Reduce -4.0% | 52,002 | $2.6M |
| Partners Capital Investment Group, LLP | 0.10% | Reduce -10.2% | 51,649 | $2.6M |
| Lodestone Wealth Management LLC | 1.17% | Add +7.5% | 51,579 | $2.6M |
| Monarch Capital Management Inc. | 0.64% | Add +1.4% | 51,566 | $2.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -10.1% | 50,600 | $2.6M |
| Altiora Financial Group, LLC | 0.46% | Add +1.3% | 50,196 | $2.5M |
| Apriem Advisors | 0.24% | Add +0.0% | 49,977 | $2.5M |
| Titan Global Capital Management USA LLC | 0.37% | Add +11.3% | 49,923 | $2.5M |
| Summit Global Investments | 0.15% | Add +1.5% | 49,212 | $2.5M |
| Fig Financial Advisory Services Inc. | 1.56% | Add +2.9% | 49,106 | $2.5M |
| Columbus Macro, LLC | 0.28% | Reduce -1.2% | 49,077 | $2.5M |
| Raffa Wealth Management, LLC | 0.44% | Reduce -12.7% | 48,679 | $2.5M |
| Veery Capital, LLC | 0.78% | Add +9.3% | 48,677 | $2.5M |
| Lakewood Asset Management LLC | 1.48% | Add +7.5% | 48,425 | $2.5M |
| Florin Court Capital LLP | 1.91% | No change | 48,100 | $2.4M |
| New Dimensions Wealth Management, LLC | 2.13% | Reduce -2.1% | 48,002 | $2.4M |
| Seed Wealth Management, Inc. | 1.68% | Reduce -2.4% | 47,927 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.7% | 47,786 | $2.4M |
| HTG Investment Advisors, Inc. | 0.81% | Add +47.8% | 47,461 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +33.4% | 47,244 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.0% | 47,208 | $2.4M |
| Lodestar Private Asset Management LLC | 0.25% | Add +3.1% | 47,152 | $2.4M |
| BBR Partners, LLC | 0.14% | No change | 46,632 | $2.4M |
| Gilbert Capital Group, Inc. | 1.82% | Add +8.5% | 46,451 | $2.4M |
| Sterling Financial Planning, Inc. | 0.74% | Add +5.1% | 46,232 | $2.3M |
| Arbor Investment Advisors, LLC | 0.30% | Reduce -7.5% | 46,166 | $2.3M |
| Visionary Wealth Advisors | 0.11% | Reduce -7.9% | 45,065 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +6.5% | 45,030 | $2.3M |
| Equity Investment Corp. | 0.05% | Add +1.0% | 44,918 | $2.3M |
| Sensible Financial Planning & Management, LLC. | 0.41% | Reduce -5.1% | 44,307 | $2.2M |
| Silver Oak Advisory Group, Inc. | 1.01% | Add +1.3% | 44,119 | $2.2M |
| Motley Fool Wealth Management, LLC | 0.15% | Reduce -11.6% | 43,959 | $2.2M |
| Balanced Rock Investment Advisors LLC | 1.63% | Add +5.8% | 43,945 | $2.2M |
| Ifrah Financial Services, Inc. | 0.58% | Reduce -0.9% | 43,890 | $2.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.63% | New | 42,895 | $2.2M |
| Legacy Financial Group, Inc. | 0.59% | Reduce -3.8% | 42,776 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.49% | New | 42,626 | $2.2M |
| CGN Advisors LLC | 0.18% | Add +6.8% | 42,346 | $2.1M |
| Zeit Capital LLC | 1.45% | Reduce -0.3% | 42,139 | $2.1M |
| Red Lighthouse Investment Management, LLC | 0.74% | Add +10.0% | 42,067 | $2.1M |
| Headinvest, LLC | 0.44% | Add +8.3% | 41,852 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.24% | Reduce -33.0% | 41,501 | $2.1M |
| Performance Wealth Partners, LLC | 0.06% | Reduce -11.8% | 41,318 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Reduce -51.9% | 41,270 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +3.1% | 41,189 | $2.1M |
| Diversify Wealth Management, LLC | 0.12% | Reduce -20.8% | 40,795 | $2.0M |
| LexAurum Advisors, LLC | 0.29% | Add +9.3% | 39,947 | $2.0M |
| Retirement Planning Group, LLC | 0.07% | No change | 39,643 | $2.0M |
| Elevate Wealth Advisory, Inc. | 1.45% | Add +0.8% | 39,479 | $2.0M |
| Earned Wealth Advisors, LLC | 0.32% | Reduce -7.7% | 38,897 | $2.0M |
| Cypress Capital, LLC | 0.56% | Add +7.8% | 38,852 | $2.0M |
| Disciplined Investments, LLC | 0.78% | Reduce -9.7% | 38,577 | $2.0M |
| Level Financial Advisors | 0.55% | Add +0.3% | 38,476 | $1.9M |
| Timber Creek Capital Management LLC | 0.47% | Reduce -65.1% | 38,414 | $1.9M |
| Koss-Olinger Consulting, LLC | 0.16% | No change | 38,608 | $1.9M |
| J. Team Financial, Inc. | 1.95% | — | 37,914 | $1.9M |
| DORVAL Corp | 0.63% | Reduce -5.8% | 37,853 | $1.9M |
| Compound Planning, Inc. | 0.06% | Add +44.9% | 37,601 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | No change | 37,425 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.68% | Reduce -3.4% | 37,051 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.8% | 36,963 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -34.3% | 36,894 | $1.9M |
| Marex Group Ltd | 0.02% | New | 36,327 | $1.8M |
| FIDELIS iM, LLC | 1.14% | Reduce -81.7% | 34,800 | $1.8M |
| Sheridan Capital Management, LLC | 0.96% | New | 35,825 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 35,746 | $1.8M |
| Aegis Wealth Management LLC | 0.97% | Add +0.8% | 35,601 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.4% | 35,556 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -1.0% | 35,060 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.20% | Reduce -0.6% | 34,697 | $1.8M |
| ArchPoint Investors | 0.48% | No change | 34,614 | $1.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Add +3.2% | 34,539 | $1.7M |
| OneAscent Financial Services LLC | 0.11% | Reduce -2.0% | 33,874 | $1.7M |
| One Wealth Map LLC | 0.89% | Reduce -12.6% | 33,459 | $1.7M |
| SimpliFi, Inc. | 0.71% | Add +91.6% | 32,741 | $1.7M |
| Clear Creek Financial Management, LLC | 0.14% | Add +16.1% | 32,466 | $1.6M |
| Tilia Fiduciary Partners, Inc. | 0.95% | Add +14.3% | 32,440 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -31.0% | 32,326 | $1.6M |
| StoneX Group Inc. | 0.07% | Add +4.3% | 32,240 | $1.6M |
| S.A. Mason LLC | 0.71% | No change | 31,864 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +8.5% | 31,475 | $1.6M |
| Macroview Investment Management LLC | 1.19% | Add +14.3% | 31,351 | $1.6M |
| AXS Investments LLC | 0.50% | Reduce -13.8% | 31,216 | $1.6M |
| Essential Partners LLC | 0.52% | Reduce -42.2% | 31,157 | $1.6M |
| Aries Wealth Management | 0.37% | Add +2.6% | 31,145 | $1.6M |
| Conservest Capital Advisors, Inc. | 0.14% | Add +60.5% | 30,743 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -9.0% | 30,442 | $1.5M |
| Hanover Advisors Inc. | 0.60% | Add +0.6% | 30,409 | $1.5M |
| Capital Squared Financial LLC | 1.33% | Add +3.1% | 30,323 | $1.5M |
| Rinkey Investments | 0.41% | Reduce -4.4% | 30,251 | $1.5M |
| JT Stratford LLC | 0.20% | Add +13.3% | 30,068 | $1.5M |
| Comerica Bank | 0.01% | Reduce -5.4% | 29,562 | $1.5M |
| Breakwater Investment Management | 0.55% | Add +1.9% | 29,290 | $1.5M |
| Creative Financial Designs Inc. | 0.10% | Add +0.0% | 29,243 | $1.5M |
| Matrix Trust Co | 0.23% | Reduce -4.3% | 28,808 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +2.9% | 28,596 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.17% | Reduce -1.4% | 28,362 | $1.4M |
| Coston, McIsaac & Partners | 0.34% | Add +2.7% | 27,963 | $1.4M |
| Csenge Advisory Group | 0.07% | Reduce -3.6% | 27,119 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.9% | 26,926 | $1.4M |
| Kathmere Capital Management, LLC | 0.10% | Add +82.3% | 26,670 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.07% | Add +0.4% | 26,461 | $1.3M |
| Continuum Advisory, LLC | 0.14% | Add +2.7% | 26,407 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.14% | Reduce -5.0% | 26,403 | $1.3M |
| Oak Harvest Investment Services | 0.16% | Reduce -0.6% | 26,383 | $1.3M |
| Seneschal Advisors, LLC | 0.97% | Add +150.0% | 26,316 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 25,571 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -20.8% | 24,974 | $1.3M |
| FDx Advisors, Inc. | 0.38% | Reduce -2.5% | 25,116 | $1.3M |
| Innovative Wealth Building LLC | 0.98% | Add +9.6% | 24,753 | $1.3M |
| Kaufman Rossin Wealth, LLC | 0.67% | Add +22.3% | 24,227 | $1.2M |
| Mustard Seed Financial, LLC | 0.79% | Reduce -0.3% | 24,156 | $1.2M |
| Maltin Wealth Management, Inc. | 0.51% | Add +3.5% | 24,081 | $1.2M |
| Elevation Capital Advisory, LLC | 0.48% | New | 23,737 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +8.0% | 23,651 | $1.2M |
| Factor Wealth Management LTD | 0.29% | Add +3.8% | 23,196 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.10% | Add +24.4% | 22,958 | $1.2M |
| Sage Capital Management, LLC | 0.52% | Add +0.8% | 22,886 | $1.2M |
| BCS Private Wealth Management, Inc. | 0.41% | Add +17.4% | 22,623 | $1.1M |
| Midwest Trust Co | 0.01% | Reduce -4.5% | 22,596 | $1.1M |
| Washington Trust Bank | 0.08% | Reduce -9.0% | 22,550 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.8% | 22,744 | $1.1M |
| Successful Portfolios LLC | 0.66% | Reduce -0.8% | 22,450 | $1.1M |
| MFA Wealth Services | 0.76% | New | 21,640 | $1.1M |
| FC Advisory LLC | 0.32% | Reduce -0.3% | 21,547 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.8% | 21,330 | $1.1M |
| Brighton Securities Corp. | 0.55% | Add +38.9% | 21,032 | $1.1M |
| Cwm, LLC | 0.00% | Add +51.6% | 20,886 | $1.1M |
| Kings Path Partners LLC | 0.39% | Reduce -3.3% | 20,857 | $1.1M |
| Round Rock Advisors LLC | 0.17% | Add +1.4% | 20,829 | $1.1M |
| MA Private Wealth | 0.18% | Add +3.6% | 20,742 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +0.7% | 20,713 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +20.1% | 20,609 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.4% | 20,507 | $1.0M |
| Sheets Smith Wealth Management | 0.12% | Add +11.4% | 20,504 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +152.5% | 20,410 | $1.0M |
| Discipline Wealth Solutions, LLC | 0.27% | Add +252.3% | 20,394 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.8% | 20,041 | $1.0M |
| Unison Advisors LLC | 0.09% | Add +0.9% | 19,918 | $1.0M |
| Larson Financial Group LLC | 0.04% | Reduce -13.8% | 19,817 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -10.2% | 19,801 | $1.0M |
| Ledyard National Bank | 0.09% | No change | 19,626 | $994K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -11.9% | 19,515 | $988K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -6.7% | 19,386 | $981K |
| JDH Wealth Management, LLC | 0.69% | Add +22.0% | 19,291 | $977K |
| Independent Financial Group, LLC | 0.02% | Add +6.2% | 19,267 | $975K |
| Dopkins Wealth Management, LLC | 0.41% | Add +1.9% | 19,148 | $969K |
| KPP Advisory Services LLC | 0.14% | Reduce -30.1% | 19,104 | $967K |
| Independent Wealth Network Inc. | 0.31% | Add +0.7% | 18,999 | $962K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -15.4% | 18,923 | $958K |
| Mengis Capital Management, Inc. | 0.19% | Add +4.7% | 18,904 | $957K |
| Commons Capital, LLC | 0.64% | Add +5.1% | 18,845 | $954K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.2% | 18,543 | $939K |
| SteelPeak Wealth, LLC | 0.03% | Add +5.5% | 18,510 | $937K |
| Private Trust Co. NA | 0.08% | Add +16.4% | 18,493 | $936K |
| Bulltick Wealth Management, LLC | 0.22% | Reduce -26.0% | 18,244 | $924K |
| EPG Wealth Management LLC | 0.25% | Reduce -71.4% | 18,178 | $920K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +6.5% | 18,111 | $917K |
| Level Four Advisory Services, LLC | 0.03% | Add +1.9% | 17,726 | $898K |
| Stewardship Advisors, LLC | 0.21% | Reduce -3.7% | 17,723 | $897K |
| Engineers Gate Manager LP | 0.01% | New | 17,667 | $894K |
| TPG Advisors LLC | 0.59% | Add +10.3% | 17,654 | $894K |
| L.K. Benson & Company, P.C. | 0.48% | Add +0.3% | 17,453 | $884K |
| Laurel Wealth Advisors LLC | 0.12% | Add +39.2% | 17,285 | $875K |
| Angeles Wealth Management, LLC | 0.05% | Add +118.6% | 17,047 | $863K |
| Prospera Financial Services Inc | 0.01% | Add +4.2% | 16,833 | $852K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 16,817 | $851K |
| Beckerman Institutional, LLC | 0.50% | Add +44.0% | 16,691 | $845K |
| Pallas Capital Advisors LLC | 0.03% | No change | 16,419 | $831K |
| Mraz, Amerine & Associates, Inc. | 0.13% | Reduce -10.5% | 16,403 | $830K |
| Physician Wealth Solutions Inc. | 0.36% | No change | 16,356 | $828K |
| Prostatis Group LLC | 0.21% | Reduce -0.5% | 16,213 | $821K |
| Capstone Wealth Management, LLC | 0.63% | Add +7.0% | 16,119 | $816K |
| Avion Wealth | 0.17% | Reduce -4.1% | 15,950 | $807K |
| BIP Wealth, LLC | 0.04% | Add +35.0% | 15,778 | $799K |
| Fischer Financial Services, Inc. | 0.21% | Add +0.2% | 15,725 | $796K |
| Essex Financial Services, Inc. | 0.05% | No change | 15,710 | $795K |
| &partners | 0.01% | Add +36.7% | 15,603 | $793K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +19.5% | 15,641 | $792K |
| Hemington Wealth Management | 0.10% | No change | 15,574 | $788K |
| Cobblestone Asset Management LLC | 0.36% | New | 15,541 | $787K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -6.2% | 15,428 | $781K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Reduce -1.4% | 15,374 | $778K |
| Leavell Investment Management, Inc. | 0.03% | Add +104.9% | 15,356 | $777K |
| One Degree Advisors Inc | 0.24% | Add +5.6% | 15,305 | $774K |
| AllSquare Wealth Management LLC | 0.41% | Reduce -7.3% | 15,240 | $772K |
| BCGM Wealth Management, LLC | 0.20% | Add +10.3% | 15,028 | $761K |
| Wedmont Private Capital | 0.03% | Add +198.1% | 15,185 | $760K |
| Clearbridge Investments, LLC | 0.00% | No change | 15,000 | $759K |
| Black Diamond Financial, LLC | 0.08% | Reduce -0.0% | 14,913 | $755K |
| N.E.W. Advisory Services LLC | 0.07% | Add +10.9% | 14,905 | $755K |
| Crabel Capital Management, LLC | 0.67% | Reduce -60.9% | 14,794 | $749K |
| Roble, Belko & Company, Inc | 0.10% | Add +0.4% | 14,654 | $742K |
| Adams Wealth Management | 0.16% | Reduce -0.0% | 14,569 | $738K |
| CacheTech Inc. | 0.15% | Reduce -0.0% | 14,569 | $738K |
| Center For Asset Management LLC | 0.39% | Reduce -23.6% | 14,559 | $737K |
| Smithbridge Asset Management Inc. | 0.11% | New | 14,338 | $726K |
| United Advisor Group, LLC | 0.10% | Reduce -7.1% | 14,301 | $724K |
| HMV Wealth Advisors, LLC | 0.39% | Add +12.6% | 14,120 | $715K |
| Golden Road Advisors LLC | 0.41% | Reduce -34.3% | 14,118 | $715K |
| Wellington Shields & Co., LLC | 0.18% | No change | 14,000 | $709K |
| GenTrust, LLC | 0.03% | Reduce -9.3% | 13,917 | $705K |
| Midwestern Financial, LLC | 0.60% | Add +72.6% | 13,849 | $701K |
| Atlantic Union Bankshares Corp | 0.01% | Add +43.9% | 13,750 | $696K |
| Brookwood Investment Group LLC | 0.09% | Reduce -13.6% | 13,676 | $692K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.9% | 13,565 | $687K |
| McElhenny Sheffield Capital Management, LLC | 0.16% | No change | 13,442 | $681K |
| Signal Advisors Wealth, LLC | 0.06% | Add +1.2% | 13,392 | $678K |
| Strategic Investment Solutions, Inc. | 0.18% | Add +963.5% | 13,389 | $678K |
| Wesbanco Bank Inc. | 0.02% | Add +0.9% | 13,328 | $675K |
| Strategic Investment Advisors / MI | 0.06% | Add +7.5% | 13,244 | $672K |
| Pure Portfolios Holdings LLC | 0.21% | Add +0.6% | 13,246 | $671K |
| IFS Group,LLC | 0.58% | — | 13,249 | $663K |
| Parkwoods Wealth Partners, LLC | 0.23% | New | 13,065 | $661K |
| Flow Traders U.S. LLC | 0.03% | New | 12,884 | $652K |
| Iams Wealth Management, LLC | 0.26% | Add +70.0% | 12,854 | $651K |
| AE Wealth Management LLC | 0.00% | Add +26.9% | 12,680 | $642K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 12,669 | $641K |
| Pillar Financial Advisors, LLC | 0.40% | No change | 12,664 | $641K |
| Montis Financial, LLC | 0.15% | New | 12,644 | $640K |
| Hardin Capital Partners, LLC | 0.34% | Add +0.4% | 12,605 | $638K |
| World Investment Advisors | 0.01% | Add +77.4% | 12,453 | $630K |
| Flagstar Securities, Inc. | 0.19% | Add +1.5% | 12,432 | $629K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.4% | 12,400 | $628K |
| Private Harbour Investment Management & Counsel, LLC | 0.65% | Reduce -3.9% | 12,370 | $626K |
| Security Financial Services, INC. | 0.10% | New | 12,343 | $625K |
| Envision Financial LLC | 0.36% | Add +7.6% | 12,299 | $623K |
| Savvy Advisors, Inc. | 0.03% | Add +0.9% | 12,182 | $617K |
| Joel Isaacson & Co., LLC | 0.02% | New | 12,173 | $616K |
| Choreo, LLC | 0.01% | Reduce -38.0% | 12,101 | $613K |
| Keebeck Wealth Management | 0.07% | Add +12.3% | 12,089 | $612K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.3% | 11,796 | $597K |
| SkyOak Wealth, LLC | 0.11% | No change | 11,795 | $597K |
| Claris Advisors, LLC / Mo / | 0.21% | Add +3.6% | 11,828 | $595K |
| Mather Group, Llc. | 0.01% | Reduce -0.4% | 11,652 | $590K |
| Skyline Advisors, Inc. | 0.20% | Add +0.1% | 11,570 | $586K |
| CoreCap Advisors, LLC | 0.02% | Add +19.2% | 11,550 | $585K |
| BridgePort Financial Solutions, LLC | 0.16% | Add +0.0% | 11,498 | $582K |
| Advyzon Investment Management, LLC | 0.10% | Add +60.7% | 11,471 | $581K |
| Guggenheim Capital LLC | 0.00% | Reduce -44.0% | 11,324 | $573K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +37.0% | 11,220 | $568K |
| Caldwell Trust Co | 0.05% | Reduce -6.7% | 11,120 | $563K |
| Arkos Global Advisors | 0.07% | No change | 11,102 | $562K |
| Northstar Group, Inc. | 0.09% | Reduce -0.9% | 11,061 | $560K |
| AssuredPartners Investment Advisors, LLC | 0.12% | New | 10,978 | $556K |
| HBW Advisory Services LLC | 0.06% | Reduce -11.4% | 10,958 | $555K |
| Shayne & Jacobs, LLC | 0.17% | No change | 10,950 | $554K |
| Consolidated Portfolio Review Corp | 0.07% | Add +70.2% | 10,945 | $554K |
| Hershey Financial Advisers, LLC | 0.47% | Reduce -30.8% | 10,885 | $551K |
| American Investment Services, Inc. | 0.13% | Add +21.3% | 10,865 | $550K |
| Brookstone Capital Management | 0.01% | Reduce -4.5% | 10,855 | $550K |
| Millennium Management | 0.00% | New | 10,828 | $548K |
| Inman Jager Wealth Management, LLC | 0.35% | Reduce -20.1% | 10,741 | $544K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 10,673 | $540K |
| Woodward Diversified Capital, LLC | 0.25% | Reduce -48.6% | 10,640 | $539K |
| Old Mission Capital LLC | 0.02% | New | 10,585 | $536K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 10,580 | $536K |
| Calton & Associates, Inc. | 0.08% | New | 10,484 | $531K |
| Moneco Advisors, LLC | 0.04% | Reduce -2.0% | 10,425 | $528K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.0% | 10,413 | $527K |
| Ballentine Partners, LLC | 0.01% | No change | 10,348 | $524K |
| Diversified Enterprises, LLC | 0.04% | Reduce -13.6% | 10,342 | $524K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +65.0% | 10,212 | $517K |
| Aptus Capital Advisors, LLC | 0.00% | Add +45.3% | 10,172 | $515K |
| Snowden Capital Advisors LLC | 0.01% | No change | 10,132 | $513K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Add +0.2% | 10,110 | $512K |
| NorthCoast Asset Management LLC | 0.00% | Add +8.6% | 10,108 | $512K |
| Hilltop Holdings Inc. | 0.03% | Reduce -26.8% | 9,938 | $503K |
| Bokf, NA | 0.01% | Add +4.3% | 9,800 | $496K |
| Brighton Jones LLC | 0.01% | Add +7.7% | 9,736 | $493K |
| Simplicity Wealth,LLC | 0.03% | Reduce -60.4% | 9,710 | $492K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -12.3% | 9,601 | $486K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 9,575 | $485K |
| Silver Grove Financial Group, Inc. | 0.45% | — | 9,441 | $478K |
| Southland Equity Partners LLC | 0.10% | Reduce -29.6% | 9,431 | $477K |
| Coordinated Financial Services, Inc. | 0.31% | Add +11.8% | 9,427 | $477K |
| Root Financial Partners, LLC | 0.03% | Add +102.6% | 9,372 | $474K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.6% | 9,347 | $473K |
| Horizon Financial Services, LLC | 0.22% | Reduce -33.1% | 9,269 | $469K |
| Waldron Private Wealth LLC | 0.02% | New | 9,213 | $466K |
| Belpointe Asset Management LLC | 0.02% | Add +60.4% | 9,185 | $465K |
| Virtue Capital Management, LLC | 0.07% | Reduce -89.7% | 6,775 | $453K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.4% | 8,944 | $453K |
| Shared Vision Wealth Group LLC | 0.19% | No change | 8,885 | $446K |
| Strengthening Families & Communities, LLC | 0.10% | New | 8,735 | $442K |
| Richmond Investment Services, LLC | 0.08% | Add +68.6% | 8,545 | $433K |
| Johnson Financial Group, LLC | 0.04% | No change | 8,536 | $432K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.2% | 8,506 | $431K |
| Accredited Wealth Management, LLC | 0.32% | Add +15.9% | 10,685 | $430K |
| Trademark Financial Management, LLC | 0.25% | Add +63.5% | 8,356 | $423K |
| Cedar Mountain Advisors, LLC | 0.08% | Add +32.7% | 8,298 | $420K |
| Synergy Asset Management, LLC | 0.02% | New | 8,288 | $420K |
| Kovack Advisors, Inc. | 0.04% | Reduce -37.0% | 8,243 | $417K |
| Main Street Group, LTD | 0.13% | No change | 8,231 | $417K |
| UMB Bank, n.a. | 0.01% | Reduce -1.5% | 8,221 | $416K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +0.3% | 8,164 | $413K |
| Creekside Partners | 0.18% | Add +0.4% | 8,152 | $413K |
| Peak Retirement Planning, Inc. | 0.11% | Add +38.5% | 8,047 | $407K |
| Denali Advisors LLC | 0.05% | Reduce -17.7% | 7,968 | $403K |
| McGrath & Associates, Inc. | 0.60% | Reduce -41.3% | 7,930 | $401K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.8% | 7,755 | $393K |
| Dakota Wealth Management | 0.01% | Reduce -24.3% | 7,664 | $388K |
| Brewster Financial Planning LLC | 0.24% | No change | 7,637 | $387K |
| Blue Trust, Inc. | 0.00% | Add +48.6% | 7,579 | $384K |
| Aberdeen Group plc | 0.00% | New | 7,568 | $383K |
| WealthTrak Capital Management LLC | 0.31% | Reduce -26.8% | 7,554 | $382K |
| Flywheel Private Wealth LLC | 0.30% | Reduce -2.8% | 7,525 | $381K |
| Old North State Trust, LLC | 0.22% | Reduce -2.4% | 7,277 | $368K |
| Frisch Financial Group, Inc. | 0.09% | New | 7,246 | $367K |
| Composition Wealth, LLC | 0.01% | Reduce -1.3% | 7,108 | $360K |
| Proffitt & Goodson Inc. | 0.05% | No change | 7,104 | $360K |
| WJ Financial Advisors LLC | 0.35% | — | 7,099 | $359K |
| Oak Family Advisors, LLC | 0.12% | New | 7,087 | $359K |
| Western Wealth Management, LLC | 0.02% | Reduce -10.0% | 7,043 | $357K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -0.7% | 6,968 | $353K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -23.7% | 6,969 | $353K |
| Rede Wealth, LLC | 0.28% | Reduce -80.6% | 6,932 | $351K |
| Eagle Bay Advisors LLC | 0.28% | Reduce -3.4% | 6,932 | $351K |
| Lynx Investment Advisory | 0.20% | Reduce -3.8% | 6,766 | $343K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -34.5% | 6,718 | $340K |
| Summit Financial Strategies, Inc. | 0.03% | Add +1.5% | 6,701 | $339K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 6,611 | $335K |
| Chicago Capital, LLC | 0.01% | No change | 6,553 | $332K |
| Access Financial Services, Inc. | 0.12% | No change | 6,515 | $330K |
| Freestate Advisors LLC | 0.28% | Add +22.3% | 6,504 | $329K |
| Topel & Distasi Wealth Management, LLC | 0.16% | Reduce -0.5% | 6,416 | $325K |
| Sowell Financial Services LLC | 0.01% | Add +1.0% | 6,375 | $323K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -6.6% | 6,271 | $318K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +47.2% | 6,234 | $316K |
| Chapman Financial Group, LLC | 0.22% | New | 6,225 | $315K |
| PFG Investments, LLC | 0.02% | Add +25.9% | 6,187 | $313K |
| FMB Wealth Management | 0.13% | No change | 6,184 | $313K |
| American Trust | 0.03% | Add +1.8% | 6,167 | $312K |
| LifePlan Investment Advisors, Inc. | 0.13% | Add +28.0% | 6,155 | $312K |
| Susquehanna International Group, LLP | 0.00% | New | 6,147 | $311K |
| SBI Securities Co., Ltd. | 0.01% | Add +30.5% | 6,133 | $311K |
| Quantinno Capital Management LP | 0.00% | New | 6,117 | $310K |
| Five Oceans Advisors | 0.11% | Reduce -6.9% | 6,109 | $309K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.3% | 6,101 | $309K |
| Capstone Wealth Management Group LLC | 0.20% | No change | 6,097 | $309K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -64.4% | 6,039 | $306K |
| Red Wave Investments LLC | 0.09% | No change | 5,997 | $304K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.3% | 5,967 | $302K |
| Accurate Wealth Management, LLC | 0.04% | Add +7.3% | 5,958 | $299K |
| Two Sigma Securities, LLC | 0.04% | New | 5,896 | $299K |
| Resurgent Financial Advisors LLC | 0.15% | New | 5,883 | $298K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -24.6% | 5,881 | $298K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +22.4% | 5,879 | $298K |
| GeoWealth Management, LLC | 0.01% | Add +4.3% | 5,828 | $295K |
| Alhambra Investment Management LLC | 0.14% | Add +28.7% | 5,679 | $288K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.6% | 5,678 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +12.2% | 5,670 | $287K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 5,664 | $287K |
| Fiduciary Advisors, Inc. | 0.23% | Add +11.2% | 5,660 | $287K |
| Principia Wealth Advisory, LLC | 0.20% | Add +4.3% | 5,658 | $286K |
| Archer Investment Corp | 0.06% | Reduce -0.5% | 5,640 | $286K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -5.4% | 5,580 | $283K |
| Citizens Financial Group Inc. | 0.00% | Reduce -0.8% | 5,542 | $281K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 5,534 | $280K |
| KW Wealth Management LLC | 0.47% | — | 5,472 | $277K |
| Verus Capital Partners, LLC | 0.02% | Add +3.8% | 5,473 | $277K |
| Bragg Financial Advisors, Inc | 0.01% | Add +5.6% | 5,400 | $273K |
| Keystone Financial Group, Inc. | 0.15% | Reduce -47.7% | 5,367 | $272K |
| Grand Wealth Management, LLC | 0.13% | Reduce -1.6% | 5,363 | $272K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.6% | 5,352 | $271K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,211 | $264K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 5,165 | $262K |
| Eldridge Investment Advisors, Inc. | 0.06% | Reduce -74.9% | 5,147 | $261K |
| Towneley Capital Management, Inc / DE | 0.06% | Add +0.5% | 5,142 | $260K |
| Ehrlich Financial Group | 0.15% | New | 5,093 | $258K |
| Maia Wealth LLC | 0.04% | Reduce -4.5% | 5,139 | $257K |
| Tenon Financial LLC | 0.13% | No change | 5,064 | $256K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 5,057 | $256K |
| Dogwood Wealth Management LLC | 0.12% | No change | 5,054 | $256K |
| Pine Harbor Wealth Management, LLC | 0.08% | Reduce -28.9% | 5,047 | $256K |
| Stone Summit Wealth LLC | 0.07% | Reduce -77.4% | 5,047 | $256K |
| Tred Avon Family Wealth, LLC | 0.09% | — | 5,003 | $253K |
| Petra Financial Advisors Inc. | 0.15% | Reduce -5.9% | 4,955 | $251K |
| 2UniFi Bank | 0.13% | Reduce -1.6% | 4,945 | $250K |
| WealthCare Investment Partners, LLC | 0.08% | No change | 4,987 | $250K |
| eCIO, Inc. | 0.09% | Add +10.4% | 4,905 | $248K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.1% | 4,895 | $248K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 5,336 | $247K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $245K |
| Archvest Wealth Advisors, Inc. | 0.22% | New | 4,830 | $245K |
| WMG Financial Advisors, LLC | 0.08% | Reduce -14.7% | 4,822 | $244K |
| Lakeshore Financial Planning, Inc. | 0.09% | Add +0.5% | 4,791 | $243K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 4,802 | $241K |
| GWN Securities Inc. | 0.06% | Reduce -44.1% | 4,745 | $240K |
| TruNorth Capital Management, LLC | 0.05% | No change | 4,705 | $238K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -18.1% | 4,692 | $238K |
| Key Financial Inc | 0.04% | Add +0.8% | 4,736 | $237K |
| Sequent Planning LLC | 0.07% | Reduce -3.5% | 4,656 | $236K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $234K |
| Elser Financial Planning, Inc | 0.28% | No change | 4,653 | $233K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +4.1% | 4,554 | $231K |
| Legacy PCG, LLC | 0.14% | No change | 4,518 | $229K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $228K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -0.2% | 4,497 | $228K |
| Jacobi Capital Management LLC | 0.01% | New | 4,490 | $227K |
| Cornerstone Financial Group, LLC | 0.17% | Add +0.8% | 4,391 | $222K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -1.0% | 4,385 | $222K |
| Riverbend Wealth Management, LLC | 0.15% | Add +7.4% | 4,378 | $222K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -1.1% | 4,421 | $222K |
| JNBA Financial Advisors | 0.02% | No change | 4,370 | $221K |
| Mach-1 Financial Group, LLC | 0.03% | New | 4,321 | $219K |
| Integrity Advisory Solutions, LLC | 0.03% | — | 4,321 | $219K |
| SigFig Wealth Management, LLC | 0.01% | New | 4,312 | $218K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +3.0% | 4,301 | $218K |
| Golden Bell Financial Planning LLC | 0.19% | Add +0.8% | 4,289 | $217K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -9.7% | 4,242 | $215K |
| VERITY Wealth Advisors | 0.14% | No change | 4,239 | $215K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | No change | 4,215 | $213K |
| Roth Financial Partners LLC | 0.07% | No change | 4,210 | $213K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.5% | 4,247 | $212K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 4,178 | $212K |
| Argent Trust Co | 0.01% | New | 4,138 | $210K |
| Gryphon Financial Partners LLC | 0.02% | New | 4,090 | $207K |
| Gilbert & Cook, Inc. | 0.03% | New | 4,072 | $206K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | Reduce -6.6% | 4,066 | $206K |
| Integris Wealth Management, LLC | 0.05% | Reduce -22.7% | 4,065 | $206K |
| Joseph P. Lucia & Associates, LLC | 0.08% | Reduce -3.1% | 4,060 | $206K |
| Allied Investment Advisors, LLC | 0.03% | No change | 4,014 | $203K |
| Bard Associates Inc. | 0.05% | New | 4,000 | $203K |
| Wrenne Financial Planning LLC | 0.09% | Reduce -75.1% | 3,995 | $202K |
| First Horizon Corp. | 0.01% | — | 3,915 | $198K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.8% | 3,890 | $197K |
| WPG Advisers, LLC | 0.15% | Reduce -8.6% | 3,805 | $193K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,737 | $189K |
| CENTRAL TRUST Co | 0.00% | Reduce -17.7% | 3,412 | $173K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 3,400 | $172K |
| Hilltop National Bank | 0.04% | No change | 3,313 | $168K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,125 | $158K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,038 | $154K |
| Advisors Asset Management, Inc. | 0.00% | New | 3,029 | $153K |
| Asset Dedication, LLC | 0.01% | Reduce -12.2% | 3,005 | $152K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.2% | 2,918 | $148K |
| Legacy Bridge, LLC | 0.05% | No change | 2,588 | $131K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.2% | 2,575 | $130K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.0% | 2,380 | $120K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 2,337 | $118K |
| Anchor Investment Management, LLC | 0.01% | Add +0.8% | 2,312 | $117K |
| Fairman Group, LLC | 0.09% | Add +0.9% | 2,285 | $116K |
| Lanark Financial, Inc. | 0.01% | Reduce -31.6% | 2,254 | $114K |
| TD Capital Management LLC | 0.01% | Add +0.9% | 2,236 | $113K |
| Bank of Montreal | 0.00% | New | 2,149 | $109K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,087 | $106K |
| Stelac Advisory Services LLC | 0.04% | No change | 2,055 | $104K |
| Cornerstone Planning Group LLC | 0.02% | Add +330.8% | 504 | $104K |
| Minot DeBlois Advisors LLC | 0.09% | No change | 2,041 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 2,000 | $101K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.2% | 1,674 | $85K |
| Oakworth Capital, Inc. | 0.00% | Reduce -7.1% | 1,600 | $81K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,561 | $79K |
| Vestor Capital, LLC | 0.01% | Add +5.6% | 1,555 | $79K |
| Coastline Trust Co | 0.01% | No change | 1,470 | $74K |
| DecisionPoint Financial, LLC | 0.02% | New | 1,487 | $74K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,385 | $70K |
| Cape Investment Advisory, Inc. | 0.07% | Add +5.9% | 1,383 | $70K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $69K |
| Bessemer Group Inc. | 0.00% | Reduce -48.7% | 1,345 | $68K |
| Montag A & Associates Inc. | 0.00% | No change | 1,301 | $66K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 1,298 | $66K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,247 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +386.4% | 1,221 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +0.5% | 1,201 | $61K |
| Guerra Advisors Inc | 0.02% | New | 1,133 | $57K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +37.0% | 1,073 | $54K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $51K |
| Fifth Third Bancorp | 0.00% | Reduce -20.5% | 982 | $50K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.9% | 974 | $49K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1366.1% | 909 | $46K |
| ORG Partners LLC | 0.01% | Add +6.2% | 896 | $45K |
| HFM Investment Advisors, LLC | 0.02% | Reduce -7.6% | 881 | $45K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 750 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | Add +583.3% | 738 | $37K |
| Motco | 0.00% | No change | 720 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.9% | 702 | $36K |
| Rossby Financial, LCC | 0.01% | Add +1.2% | 690 | $35K |
| First Pacific Financial | 0.00% | No change | 655 | $33K |
| Ameriflex Group, Inc. | 0.01% | Reduce -93.0% | 640 | $32K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 619 | $31K |
| 10Elms LLP | 0.03% | No change | 594 | $30K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.2% | 586 | $30K |
| NBT Bank, N.A. | 0.00% | Reduce -90.7% | 51 | $28K |
| Tidemark, LLC | 0.01% | No change | 535 | $27K |
| Westfuller Advisors, LLC | 0.01% | New | 519 | $26K |
| Global Trust Asset Management, LLC | 0.01% | No change | 505 | $26K |
| Ancora Advisors LLC | 0.00% | Add +0.0% | 500 | $25K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 496 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 473 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Add +740.7% | 454 | $23K |
| Investors Research Corp | 0.00% | No change | 435 | $22K |
| Northwest Capital Management Inc | 0.02% | Reduce -2.3% | 433 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 406 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 375 | $19K |
| St Germain D J Co. Inc. | 0.00% | Add +27.8% | 372 | $19K |
| Rogco, LP | 0.01% | Reduce -27.2% | 351 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +13.8% | 329 | $16K |
| Blume Capital Management, Inc. | 0.00% | No change | 300 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 289 | $15K |
| Tsfg, LLC | 0.00% | Add +32.8% | 247 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 233 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 225 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 215 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 206 | $10K |
| Financial Connections Group, Inc. | 0.00% | Add +1.0% | 197 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 164 | $8K |
| IAG Wealth Partners, LLC | 0.00% | Add +1711.1% | 163 | $8K |
| Richardson Financial Services Inc. | 0.00% | Add +55.1% | 152 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 149 | $8K |
| 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 |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Tompkins Financial Corp. | 0.00% | Add +48.1% | 77 | $4K |
| Sofi Wealth, LLC | 0.00% | Reduce -28.6% | 50 | $3K |
| Heritage Wealth Advisors | 0.00% | New | 49 | $2K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 41 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 33 | $2K |
| TFC Financial Management, Inc. | 0.00% | Reduce -95.8% | 28 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 25 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -93.6% | 17 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 16 | $811 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $810 |
| Financial Life Planners | 0.00% | New | 4 | $209 |
| Curio Wealth, LLC | 0.00% | New | 3 | $152 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 3 | $152 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $151 |
| New Millennium Group LLC | 0.00% | No change | 2 | $96 |
| Abound Wealth Management | 0.00% | No change | 1 | $59 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $51 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $51 |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 6 | $0 |
| Transce3nd, LLC | 0.00% | Reduce -73.0% | 280 | $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.