Vanguard Real Estate ETFVNQETF

13F holders, Q1 2024 (March 31)
1,630holders
6famous investors
$86.44avg. 13F price*

At the end of Q1 2024, 1,630 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings. The largest holders were Creative Planning ($1.5B), Morgan Stanley ($1.1B) and Bank of America Corp. ($978.3M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard Real Estate ETF
CUSIP
922908553
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions76$79.6M
Exits112$109.7M

Ownership 1,630 holders

Creative Planning 1.71% Reduce -2.9% 17,822,848 $1.5B
Morgan Stanley 0.09% Reduce -3.8% 12,357,908 $1.1B
Bank of America Corp. 0.10% Add +12.9% 11,312,218 $978.3M
Empower Advisory Group, LLC 3.47% Add +3.7% 10,720,866 $927.1M
JPMorgan Chase & Co. 0.08% Reduce -2.0% 10,443,675 $903.2M
Goldman Sachs Group Inc. 0.15% Reduce -16.1% 8,180,158 $707.4M
Wealthfront Advisers LLC 2.40% Add +3.5% 7,941,598 $686.8M
Northwestern Mutual Wealth Management Co. 0.66% Add +5.1% 7,470,880 $646.2M
Wells Fargo & Company 0.12% Reduce -13.3% 5,415,498 $468.3M
US Bancorp \de 0.65% Reduce -0.7% 5,368,378 $464.3M
Caisse de depot et placement du Quebec 0.96% Add +2015.5% 4,620,200 $399.6M
Prudential Financial Inc. 0.54% Add +4.6% 4,431,322 $383.2M
Financial Engines Advisors L.L.C. 0.67% Reduce -0.4% 3,461,898 $299.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 27.42% Reduce -9.9% 3,291,504 $284.6M
Envestnet Asset Management Inc. 0.10% Add +16.2% 2,981,203 $257.8M
Charles Schwab Investment Management Inc. 0.05% Add +34.1% 2,531,167 $218.9M
State of Tennessee, Department of Treasury 0.79% Add +6.2% 2,466,502 $213.3M
Bank of New York Mellon Corp 0.04% Reduce -17.8% 2,228,359 $192.7M
Fifth Third Bancorp 0.67% Reduce -4.2% 1,969,782 $170.3M
PNC Financial Services Group, Inc. 0.11% Reduce -3.9% 1,885,912 $163.1M
Mariner, LLC 0.33% Reduce -6.4% 1,869,930 $161.7M
Royal Bank of Canada 0.04% Reduce -22.0% 1,845,696 $159.6M
Beacon Capital Management, Inc. 6.62% Add +223.8% 1,857,598 $158.0M
Board of Trustees of The Leland Stanford Junior University 12.86% No change 1,699,905 $147.0M
Manufacturers Life Insurance Company, The 0.13% Add +23.7% 1,658,585 $143.4M
UBS Group AG 0.05% Reduce -7.0% 1,626,831 $140.7M
Pure Financial Advisors, LLC 3.99% Add +4.5% 1,476,096 $127.7M
LPL Financial LLC 0.07% Reduce -0.1% 1,444,442 $124.9M
Glenmede Trust Co. NA 0.60% Reduce -5.8% 1,381,908 $119.5M
Cetera Investment Advisers 0.28% Add +376.1% 1,367,653 $118.3M
Vanderbilt University 23.34% Reduce -30.8% 1,296,469 $112.1M
BNP Paribas Financial Markets 0.13% Add +199.2% 1,242,219 $107.4M
Gibson Capital, LLC 23.18% Add +2.5% 1,226,535 $106.1M
State of New Jersey Common Pension Fund D 0.31% No change 1,200,000 $103.8M
Vista Capital Partners, Inc. 12.63% Add +2.7% 1,167,757 $101.0M
Ballentine Partners, LLC 1.80% Add +3.3% 1,097,780 $94.9M
Millburn Ridgefield LLC 2.57% Add +17.7% 1,072,790 $92.8M
Catalyst Capital Advisors LLC 2.23% Add +17.7% 1,072,790 $92.8M
Ameriprise Financial Inc. 0.02% Add +53.9% 997,091 $86.2M
Corient Private Wealth LP 0.15% Reduce -27.7% 968,681 $83.8M
Osaic Holdings, Inc. 0.17% Reduce -22.1% 895,576 $77.5M
United Capital Financial Advisors, LLC 0.63% Reduce -3.5% 888,894 $76.9M
Squarepoint Ops LLC 0.32% Add +55.6% 878,443 $76.0M
Rebalance, LLC 6.02% Add +2.4% 847,179 $73.3M
Envestnet Portfolio Solutions, Inc. 0.27% Add +14.8% 825,486 $71.4M
HighTower Advisors, LLC 0.12% Reduce -18.6% 825,066 $71.3M
1832 Asset Management L.P. 0.13% Add +150.0% 823,435 $71.2M
Raymond James Financial Services Advisors, Inc. 0.10% Add +5.3% 809,811 $70.0M
Principal Financial Group Inc. 0.04% Add +266.1% 807,331 $69.8M
Seven Post Investment Office LP 16.57% Add +1.0% 784,608 $67.9M
Sand Hill Global Advisors, LLC 3.19% Add +4.5% 777,486 $67.2M
Assetmark, Inc. 0.22% Add +5.0% 766,984 $66.3M
Commonwealth Equity Services, LLC 0.11% Reduce -2.0% 756,582 $65.4M
Avantax Advisory Services, Inc. 0.58% Add +1.4% 752,822 $65.1M
Exchange Traded Concepts, LLC 1.66% Reduce -37.8% 739,075 $63.9M
Cerity Partners LLC 0.17% Reduce -83.3% 727,085 $62.6M
Moneta Group Investment Advisors LLC 0.99% Add +11.3% 699,158 $60.5M
First Citizens Bank & Trust Co. 1.16% Add +10.0% 697,411 $60.3M
RTD Financial Advisors, Inc. 8.07% Reduce -2.0% 694,322 $60.0M
LifeGuide Financial Advisors, LLC 27.03% Add +5.6% 620,534 $53.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.66% Add +2.9% 618,066 $53.5M
Financial Counselors Inc. 0.84% Add +1.3% 577,800 $50.0M
Lake Street Advisors Group, LLC 2.33% Reduce -2.8% 574,334 $49.7M
Stifel Financial Corp. 0.06% Reduce -6.0% 558,890 $48.3M
Sumitomo Life Insurance Co. 1.25% Add +141.3% 556,530 $48.1M
Citigroup Inc. 0.05% Add +812.0% 556,037 $48.1M
Passive Capital Management, LLC. 18.17% Reduce -0.8% 536,943 $46.4M
First Command Advisory Services, Inc. 0.48% Add +1.0% 533,345 $46.1M
Efficient Advisors, LLC 2.79% Add +3.2% 503,470 $43.5M
Citizens Financial Group Inc. 1.45% Reduce -2.4% 501,517 $43.4M
Rockefeller Capital Management L.P. 0.12% Add +3.7% 462,245 $40.0M
First Financial Bankshares Inc 0.90% Add +1.2% 462,216 $40.0M
M&T Bank Corp 0.14% Reduce -3.1% 452,833 $39.2M
Comprehensive Financial Management LLC 1.25% No change 448,338 $38.8M
Prime Capital Investment Advisors, LLC 0.52% Reduce -0.9% 432,910 $37.4M
Raymond James & Associates 0.03% Reduce -1.2% 430,907 $37.3M
SCS Capital Management LLC 0.77% Reduce -3.8% 420,131 $36.3M
Disciplina Capital Management LLC 6.02% Add +36.8% 412,540 $35.7M
Osborne Partners Capital Management, LLC 2.06% Add +4.4% 386,168 $33.4M
State Street Corp. 0.00% Add +4.8% 378,672 $32.7M
Oikos Holdings LLC 8.22% Reduce -0.3% 372,641 $32.2M
Wealth Enhancement Advisory Services, LLC 0.08% Add +27.8% 369,605 $32.0M
Crestone Asset Management LLC 6.43% Add +6.6% 369,576 $32.0M
Chandler Asset Management, Inc. 6.41% Add +10.7% 365,538 $31.6M
Garde Capital, Inc. 2.21% Add +3.6% 365,353 $31.6M
Pathstone Holdings, LLC 0.15% Reduce -1.8% 360,672 $31.2M
Elm Partners Management LLC 2.46% Reduce -9.2% 358,987 $31.0M
Barclays PLC 0.01% Add +1.5% 353,609 $30.6M
D. E. Shaw & Co. 0.04% Add +25.9% 351,857 $30.4M
Peapack Gladstone Financial Corp. 0.45% Add +9.4% 331,693 $28.7M
Baird Financial Group, Inc. 0.06% Reduce -3.2% 324,871 $28.1M
Kwmg, LLC 3.03% Add +2.8% 320,244 $27.7M
Captrust Financial Advisors 0.10% Reduce -1.1% 311,098 $26.9M
Cambridge Investment Research Advisors, Inc. 0.10% Add +2.1% 300,923 $26.0M
Susquehanna International Group, LLP 0.04% Reduce -22.4% 294,570 $25.5M
Atria Wealth Solutions, Inc. 0.28% Add +24.8% 290,982 $25.2M
Spire Wealth Management 0.46% Add +4.0% 58,950 $25.1M
Evergreen Capital Management LLC 0.94% Add +8.4% 287,729 $24.9M
One Day In July LLC 3.28% Reduce -10.3% 285,608 $24.7M
Conservest Capital Advisors, Inc. 2.52% Reduce -1.7% 285,538 $24.7M
Pacific Life Fund Advisors LLC 2.34% Add +60.5% 275,492 $23.8M
Capital Fund Management S.A. 0.28% Reduce -8.1% 268,913 $23.3M
Foster & Motley Inc. 1.59% Add +8.7% 267,700 $23.2M
Ally Financial Inc. 3.05% No change 261,000 $22.6M
Falcon Wealth Planning 3.52% Add +7.1% 257,027 $22.2M
Rockwood Wealth Management, LLC 2.81% Add +13.4% 251,459 $21.7M
JMG Financial Group, Ltd. 0.81% Add +1.7% 246,886 $21.4M
Capital Investment Advisors, LLC 0.49% Add +3.2% 245,036 $21.2M
MassMutual Private Wealth & Trust, FSB 0.66% Add +2.9% 244,939 $21.2M
Tiaa Trust, National Association 0.06% Add +14.1% 242,475 $21.0M
Community Trust & Investment Co. 1.47% Add +12.9% 242,341 $21.0M
Citadel Advisors 0.02% Add +10865.5% 240,802 $20.8M
Whelan Financial 9.47% Reduce -0.6% 239,819 $20.7M
Pacific Capital Wealth Advisors, Inc. 4.88% Reduce -0.8% 239,754 $20.7M
Buckingham Strategic Wealth, LLC 0.21% Reduce -2.4% 231,770 $20.0M
Wealthcare Advisory Partners LLC 0.66% Reduce -1.6% 231,520 $20.0M
HHM Wealth Advisors, LLC 3.26% Reduce -1.6% 229,328 $19.8M
Comerica Bank 0.08% Reduce -29.2% 226,419 $19.6M
Glenview Trust Co 0.41% Add +12.9% 220,399 $19.1M
Truist Financial Corp. 0.03% Reduce -7.5% 220,383 $19.1M
Becker Capital Management Inc. 0.65% Add +8.8% 219,739 $19.0M
Tanglewood Wealth Management, Inc. 2.28% Add +36.4% 213,289 $18.4M
Victory Capital Management Inc. 0.02% Reduce -62.2% 207,652 $18.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +2.9% 203,299 $17.6M
McIlrath & Eck, LLC 2.78% Add +2.9% 202,652 $17.5M
Phillips Financial Management, LLC 1.42% Add +1.4% 199,924 $17.3M
Patriot Investment Management Group, Inc. 1.36% Add +1.3% 199,317 $17.2M
Fairfield University 14.37% Add +0.8% 199,291 $17.2M
Moller Wealth Partners 4.60% Add +0.7% 196,487 $17.0M
Maryland State Retirement & Pension System 0.34% No change 214,500 $16.9M
PGIM Custom Harvest LLC 0.42% Add +46.3% 195,222 $16.9M
Sachem Hill LLC 3.94% Add +0.7% 194,372 $16.8M
Lincoln National Corp. 0.26% Reduce -1.8% 193,566 $16.7M
Man Group plc 0.05% Add +124.8% 191,821 $16.6M
Kohmann Bosshard Financial Services, LLC 2.29% Add +0.3% 190,224 $16.5M
Wealthspire Advisors, LLC 0.22% Reduce -6.1% 189,029 $16.3M
Blue Trust, Inc. 0.23% Add +10.4% 187,928 $16.3M
Commerce Bank 0.11% Add +4.8% 185,782 $16.1M
CreativeOne Wealth, LLC 0.63% Add +17.2% 182,987 $15.8M
Rodgers & Associates, LTD 2.03% Add +1.5% 182,687 $15.8M
B & T Capital Management DBA Alpha Capital Management 3.05% Add +15.5% 180,671 $15.6M
Carlson Capital Management 0.73% Reduce -5.0% 179,250 $15.5M
Blair William & Co. 0.05% Reduce -0.6% 177,453 $15.3M
TCV Trust & Wealth Management, Inc. 1.47% Reduce -1.8% 177,244 $15.3M
Magnolia Wealth Management, LLC 6.26% Add +96.3% 178,429 $15.3M
Johnson Financial Group, LLC 1.92% Reduce -0.4% 175,882 $15.2M
Neuberger Berman Group LLC 0.01% Add +15.7% 175,496 $15.2M
Johnson Financial Group, Inc. 0.82% Reduce -4.0% 175,432 $15.2M
Bokf, NA 0.28% Reduce -0.5% 178,045 $15.1M
Altfest L J & Co. Inc. 2.13% Reduce -6.2% 173,994 $15.0M
Bank of Montreal 0.00% Reduce -13.4% 171,462 $14.7M
Northern Trust Corp. 0.00% Reduce -4.2% 169,270 $14.6M
Avion Wealth 3.92% Add +6.5% 169,046 $14.6M
Pacific Center for Financial Services 4.13% Add +4.4% 167,533 $14.5M
Tectonic Advisors LLC 1.09% Add +1.7% 164,726 $14.2M
Global Endowment Management, LP 1.48% No change 164,413 $14.2M
Vestor Capital, LLC 1.20% Add +32.7% 164,150 $14.2M
Awm Capital, LLC 2.32% Reduce -1.4% 161,070 $13.9M
Gilbert & Cook, Inc. 1.90% Add +4.5% 160,951 $13.9M
Roble, Belko & Company, Inc 2.38% Add +9.0% 160,258 $13.9M
Austin Asset Management Co Inc 3.02% Add +3.8% 158,811 $13.7M
Presilium Private Wealth, LLC 3.64% Add +17.0% 158,497 $13.7M
Firestone Capital Management 3.79% Add +0.2% 157,459 $13.6M
Valmark Advisers, Inc. 0.24% Reduce -1.9% 157,032 $13.6M
Park National Corp. 0.51% Reduce -0.9% 154,452 $13.4M
Ameritas Investment Partners, Inc. 0.46% Add +1.7% 153,762 $13.3M
Private Advisor Group, LLC 0.10% Reduce -11.5% 153,577 $13.3M
DecisionPoint Financial, LLC 5.29% Add +2.2% 165,655 $13.3M
Crestwood Advisors Group, LLC 0.29% Reduce -2.2% 153,179 $13.2M
Alliancebernstein L.P. 0.00% Add +1.9% 151,939 $13.1M
Bailard, Inc. 0.36% Add +4.0% 151,922 $13.1M
Partners in Financial Planning 2.92% Add +0.7% 151,555 $13.1M
Brown Advisory Inc. 0.02% Add +2.6% 150,735 $13.0M
Enterprise Bank & Trust Co 4.43% Reduce -2.8% 149,172 $12.9M
Steward Partners Investment Advisory, LLC 0.14% Add +10.2% 147,460 $12.8M
Peterson Wealth Advisors, LLC 2.67% Add +3.8% 145,541 $12.6M
Rathbones Group PLC 0.07% Reduce -2.2% 144,415 $12.5M
MML Investors Services, LLC 0.05% Reduce -27.1% 144,117 $12.5M
Trustees of the Smith College 48.01% Add +0.9% 143,675 $12.4M
Ashton Thomas Private Wealth, LLC 0.70% Add +0.2% 140,737 $12.2M
D.A. Davidson & Co. 0.11% Add +15.8% 140,575 $12.2M
Credit Suisse AG/ 0.01% Add +5284.6% 140,000 $12.1M
Voya Investment Management LLC 0.01% Add +4.2% 139,909 $12.1M
AlTi Global, Inc. 0.34% Reduce -2.1% 139,740 $12.1M
TrueWealth Financial Partners 8.43% Add +1.6% 138,999 $12.0M
Fort Henry Capital, LLC 8.84% Add +4.8% 138,605 $12.0M
Horizons Wealth Management 7.85% No change 135,563 $12.0M
Integrated Wealth Concepts LLC 0.17% Reduce -8.1% 138,010 $11.9M
Associated Banc-Corp 0.38% Add +0.0% 137,674 $11.9M
Invst, LLC 1.41% Add +6.3% 139,976 $11.9M
Hurlow Wealth Management Group, Inc. 4.16% Add +1.4% 136,183 $11.8M
Cambridge Capital Management, LLC 9.16% Add +3.2% 135,335 $11.7M
LRI Investments, LLC 2.94% — 134,537 $11.6M
Cypress Financial Planning LLC 5.30% Add +69.8% 133,746 $11.6M
MAS Advisors LLC 13.30% Add +0.8% 133,117 $11.5M
Greenwood Gearhart LLC 1.12% Reduce -17.9% 132,363 $11.4M
Gould Asset Management LLC 2.75% Add +3.3% 131,685 $11.4M
Bluestem Financial Advisors, LLC 5.87% Add +4.8% 131,432 $11.4M
NewEdge Wealth, LLC 0.25% Reduce -0.8% 139,594 $11.3M
REDW Wealth LLC 3.02% Reduce -10.6% 129,529 $11.2M
Ellevest, Inc. 0.69% Add +3.8% 127,786 $11.1M
Balanced Wealth Group LLC 4.87% Add +207.7% 259,346 $10.9M
Plancorp, LLC 0.47% Reduce -1.4% 126,158 $10.9M
Modera Wealth Management, LLC 0.16% Reduce -5.3% 125,085 $10.8M
Empowered Funds, LLC 0.19% Add +393.3% 124,039 $10.7M
Kestra Advisory Services, LLC 0.07% Add +31.7% 123,993 $10.7M
Lido Advisors, LLC 0.10% Reduce -10.4% 122,736 $10.6M
Ancora Advisors LLC 0.24% Reduce -0.9% 122,158 $10.6M
SVB Wealth LLC 0.23% Add +46.0% 121,862 $10.5M
Trilogy Capital Inc. 0.61% Add +0.6% 121,750 $10.5M
Franklin Resources Inc. 0.00% Reduce -4.8% 121,249 $10.5M
Navalign, LLC 3.46% Reduce -27.4% 120,708 $10.4M
Riverpoint Wealth Management Holdings, LLC 2.86% Reduce -0.3% 119,040 $10.3M
Capital Advisors Inc. 0.22% Reduce -5.2% 119,034 $10.3M
Wealth Alliance, LLC 1.33% Add +53.1% 116,853 $10.1M
New Hampshire Trust 2.35% Add +0.5% 116,261 $10.1M
Adaptive Financial Consulting, LLC 4.47% Add +2.8% 115,746 $10.0M
Heritage Wealth Management, Inc./Texas 6.34% Add +1.7% 112,849 $9.8M
Exencial Wealth Advisors, LLC 0.36% Add +8.2% 112,500 $9.7M
Metropolitan Life Insurance Co 0.42% Add +7.6% 111,500 $9.6M
Sage Financial Group Inc. 0.87% Add +20.1% 111,346 $9.6M
Checchi Capital Advisers, LLC 0.75% Add +12.7% 110,777 $9.6M
Beacon Pointe Advisors, LLC 0.11% Add +1.8% 110,424 $9.5M
Wrenne Financial Planning LLC 6.95% Add +21.0% 108,642 $9.4M
Wela Strategies, Inc. 4.44% Add +0.7% 108,633 $9.4M
Nwam LLC 0.76% Add +1.8% 109,454 $9.4M
KCM Investment Advisors LLC 0.34% Add +12.8% 107,022 $9.3M
Stratos Wealth Partners, LTD. 0.15% Add +0.1% 106,041 $9.2M
FC Advisory LLC 3.36% Add +1.2% 105,406 $9.1M
Cardiff Park Advisors, LLC 0.87% Add +2.4% 105,164 $9.1M
Dodds Wealth, LLC 3.69% Add +15.5% 105,074 $9.1M
Transamerica Financial Advisors, LLC 0.91% Reduce -1.6% 103,679 $9.0M
Chicago Partners Investment Group LLC 0.38% Reduce -2.9% 111,405 $9.0M
SWAN Capital LLC 5.09% Add +7.2% 103,567 $9.0M
B. Riley Wealth Advisors, Inc. 0.24% Add +74.9% 115,943 $8.9M
Mission Wealth Management, LP 0.23% Reduce -3.1% 101,042 $8.7M
BCR Wealth Strategies, LLC 5.84% Add +1.8% 99,695 $8.6M
Cordant, Inc. 4.98% Add +6.4% 99,354 $8.6M
Connecticut Wealth Management, LLC 0.45% Reduce -0.5% 97,939 $8.5M
Northwest Quadrant Wealth Management, LLC 2.04% Reduce -8.1% 96,479 $8.3M
Chilton Capital Management LLC 0.39% Add +190.4% 96,265 $8.3M
Jane Street Group, LLC 0.01% New 95,169 $8.2M
Gunma Bank,Ltd. 4.33% No change 95,000 $8.2M
MAI Capital Management 0.09% Add +64.4% 94,755 $8.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% New 94,560 $8.2M
Industrial Alliance Investment Management Inc. 5.86% No change 94,190 $8.1M
Farther Finance Advisors, LLC 0.49% Add +23.6% 95,489 $8.1M
Perella Weinberg Partners Capital Management LP 0.82% No change 93,792 $8.1M
Millennium Management 0.01% Add +44.0% 92,325 $8.0M
Parallel Advisors, LLC 0.22% Reduce -0.8% 92,013 $8.0M
First National Corp. /Ma/ 1.91% Reduce -0.5% 88,123 $7.8M
LBMC Investment Advisors, LLC 0.67% Reduce -2.2% 89,917 $7.8M
Bear Mountain Capital, Inc. 3.30% Reduce -5.1% 97,279 $7.6M
FFT Wealth Management LLC 0.64% Reduce -0.1% 86,201 $7.5M
Atmos Advisory, LLC 5.84% Add +5.3% 84,379 $7.3M
Freestone Capital Holdings, LLC 0.27% Reduce -0.7% 83,967 $7.3M
Atria Investments, Inc 0.10% Reduce -13.7% 82,886 $7.2M
Fiduciary Trust Co 0.11% Add +0.7% 82,811 $7.2M
Avior Wealth Management, LLC 0.33% Reduce -6.3% 82,558 $7.1M
United Bank 0.85% Add +5.0% 82,382 $7.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.9% 82,206 $7.1M
Natixis Advisors, LLC 0.02% Add +5.6% 81,753 $7.1M
Regis Acquisition Inc. 4.30% Reduce -19.3% 81,632 $7.1M
Quantitative Strategies, Inc. 4.06% Add +1.2% 81,438 $7.0M
Polianta Ltd 3.40% Add +17.1% 80,800 $7.0M
Partners Capital Investment Group, LLP 0.21% Reduce -57.1% 80,770 $7.0M
Harbor Investment Advisory, LLC 0.73% Reduce -0.8% 80,698 $7.0M
Flagstone Financial Management 2.69% Add +2.7% 80,485 $7.0M
Parkside Advisors LLC 1.79% Add +0.4% 80,465 $7.0M
Galvin, Gaustad & Stein, LLC 0.65% Reduce -3.6% 80,171 $6.9M
Mercer Global Advisors Inc. 0.02% Reduce -11.4% 78,298 $6.9M
TCP Asset Management, LLC 1.82% Add +44.6% 79,474 $6.9M
SageView Advisory Group, LLC 0.35% Add +263.9% 94,118 $6.8M
Focus Partners Wealth 0.06% Add +175.1% 78,535 $6.8M
Boothbay Fund Management, LLC 0.21% Reduce -0.8% 78,476 $6.8M
Kanawha Capital Management LLC 0.54% Add +2.0% 78,091 $6.8M
Ariston Services Group 6.41% Reduce -0.4% 77,423 $6.7M
Janney Montgomery Scott LLC 0.02% Reduce -13.1% 77,220 $6.7M
Silver Coast Investments LLC 2.72% Add +15.7% 77,097 $6.7M
Stephens Inc. 0.10% Reduce -20.7% 76,878 $6.6M
PACK Private Wealth, LLC 4.14% Add +7.8% 76,213 $6.6M
Omega Financial Group, LLC 2.70% Reduce -0.2% 76,213 $6.6M
HSBC Holdings PLC 0.00% Reduce -1.4% 76,183 $6.6M
Qube Research & Technologies Ltd 0.01% Add +299.3% 76,073 $6.6M
FIDELIS iM, LLC 3.30% Add +5.4% 75,985 $6.6M
Pinnacle Financial Partners Inc 0.14% Reduce -6.8% 75,887 $6.6M
Cresset Asset Management, LLC 0.03% Add +19.6% 75,729 $6.5M
Allie Family Office LLC 3.86% Add +12.3% 75,362 $6.5M
Silver Oak Advisory Group, Inc. 3.66% Reduce -5.3% 75,362 $6.5M
Neumann Capital Management, LLC 2.32% Add +2.8% 75,101 $6.5M
Total Wealth Planning, LLC 1.11% Reduce -0.8% 74,776 $6.5M
Fairway Wealth LLC 4.38% Reduce -4.9% 74,686 $6.5M
David Kennon Inc 2.75% Add +0.4% 74,489 $6.4M
Alhambra Investment Management LLC 3.51% Add +2.9% 74,136 $6.4M
Regal Investment Advisors LLC 0.44% Add +20.1% 74,051 $6.4M
Concentric Wealth Management, LLC 1.70% Add +2.2% 73,939 $6.4M
Gray Private Wealth, LLC 4.21% — 73,919 $6.4M
Plimoth Trust Co. LLC 1.69% Reduce -0.3% 73,266 $6.3M
American Investment Services, Inc. 1.12% Add +2.0% 73,022 $6.3M
Fairview Capital Investment Management, LLC 0.36% Add +0.0% 72,886 $6.3M
Hardy Reed LLC 0.78% No change 72,375 $6.3M
Portfolio Strategies, Inc. 0.43% New 72,375 $6.3M
Private Ocean, LLC 0.66% Reduce -7.7% 72,289 $6.3M
Willow Creek Wealth Management Inc. 0.73% Add +5.0% 72,226 $6.2M
Schroder Investment Management Group 0.01% Add +94.9% 72,044 $6.2M
Cambridge Advisors Inc. 1.46% Reduce -0.8% 71,566 $6.2M
Latigo Investments, LLC 3.15% Add +0.1% 70,972 $6.1M
Manchester Capital Management LLC 0.75% Add +6.9% 70,667 $6.1M
Campion Asset Management 4.71% Add +2.8% 70,410 $6.1M
Country Trust Bank 0.16% Reduce -22.5% 70,049 $6.1M
UMB Bank, n.a. 0.10% Reduce -14.7% 70,026 $6.1M
Cliffwater LLC 1.63% No change 69,923 $6.0M
Red Wave Investments LLC 2.26% Reduce -1.4% 69,550 $6.0M
Freedom Investment Management, Inc. 0.48% Reduce -12.9% 69,091 $6.0M
Financial Futures Ltd Liability Co. 3.96% Add +6.7% 68,998 $6.0M
Regis Management CO LLC 1.81% Add +3.6% 68,839 $6.0M
JFG Wealth Management, LLC 1.59% Add +4.8% 68,583 $5.9M
Rainwater Charitable Foundation 2.93% No change 68,428 $5.9M
Diversified Portfolios, Inc. 0.83% Reduce -0.6% 68,382 $5.9M
Zhang Financial LLC 0.43% Reduce -0.9% 67,840 $5.9M
Bayshore Asset Management, LLC 2.87% Add +2.3% 67,729 $5.9M
WestHill Financial Advisors, Inc. 1.44% Add +5.7% 67,570 $5.8M
Rye Brook Capital LLC 3.40% No change 67,000 $5.8M
NewEdge Advisors, LLC 0.05% Reduce -0.3% 66,731 $5.8M
Daiwa Securities Group Inc. 0.03% Reduce -50.7% 66,590 $5.8M
Soltis Investment Advisors LLC 0.64% Add +2.3% 66,446 $5.7M
Allen Capital Group, LLC 0.83% Add +2.7% 65,813 $5.7M
Coldstream Capital Management Inc. 0.14% Reduce -5.3% 65,405 $5.7M
Whittier Trust Co. 0.08% Reduce -0.1% 64,748 $5.6M
Prairiewood Capital, LLC 2.63% Add +10.7% 64,723 $5.6M
Cahill Financial Advisors Inc. 0.75% Add +0.5% 63,864 $5.5M
Agilis Partners LLC 1.41% No change 63,801 $5.5M
Journey Advisory Group, LLC 0.68% Add +3.1% 63,765 $5.5M
Kingsview Wealth Management, LLC 0.14% Add +2.7% 63,314 $5.5M
Whitegate Investment Counselors, Inc. 1.54% Add +2.5% 63,034 $5.5M
Family Firm, Inc. 1.33% Add +0.1% 62,943 $5.4M
LMG Wealth Partners, LLC 1.37% Reduce -2.9% 62,711 $5.4M
Vantage Financial Partners Ltd., Inc. 1.41% Add +30.4% 62,350 $5.4M
Perigon Wealth Management, LLC 0.16% Reduce -3.6% 62,277 $5.4M
Capital Advisors Wealth Management, LLC 1.11% Add +437.7% 61,751 $5.3M
Marotta Asset Management 1.10% Reduce -3.7% 61,385 $5.3M
FMR LLC 0.00% Reduce -11.4% 61,359 $5.3M
Whittier Trust Co. of Nevada Inc. 0.15% Reduce -8.6% 61,310 $5.3M
Sterling Wealth Management, Inc. 2.62% Reduce -1.6% 60,783 $5.3M
Krilogy Financial LLC 0.40% Add +5.6% 60,409 $5.2M
Baron Financial Group, LLC 3.22% Add +1.1% 60,295 $5.2M
Clearstead Advisors, LLC 0.26% Reduce -17.4% 61,924 $5.1M
PDS Planning, Inc 0.52% Add +1.3% 57,191 $4.9M
Evanson Asset Management, LLC 0.36% Add +0.3% 56,123 $4.9M
Raymond James Trust N.A. 0.12% Reduce -4.1% 55,343 $4.8M
Frontier Asset Management, LLC 1.75% Reduce -4.5% 55,108 $4.8M
Brookstone Capital Management 0.09% Reduce -2.0% 55,102 $4.8M
SG Americas Securities, LLC 0.02% Reduce -10.2% 54,987 $4.8M
VPR Management LLC 1.30% No change 54,200 $4.7M
Financial Alternatives, Inc 3.61% Add +4.7% 53,935 $4.7M
CENTRAL TRUST Co 0.12% Add +2.5% 53,689 $4.6M
Dai-ichi Life Holdings, Inc. 5.66% — 53,389 $4.6M
Tranquilli Financial Advisor LLC 3.05% Add +142.3% 52,835 $4.6M
Grey Fox Wealth Advisors, LLC 1.72% Add +17.4% 52,800 $4.6M
Klingman & Associates, LLC 0.33% Reduce -1.6% 52,663 $4.6M
J.W. Cole Advisors, Inc. 0.23% Add +1.9% 52,165 $4.5M
LM Advisors LLC 0.79% Reduce -4.2% 52,931 $4.5M
HTLF Bank 0.51% Add +29.9% 51,755 $4.5M
Cherry Tree Wealth Management, LLC 1.12% Add +2.2% 51,323 $4.4M
Evoke Wealth, LLC 0.13% New 51,280 $4.4M
Narwhal Capital Management 0.43% Add +12.9% 50,418 $4.4M
Equitable Holdings, Inc. 0.05% Add +18.9% 50,182 $4.3M
Dynamic Advisor Solutions LLC 0.15% Reduce -23.2% 50,009 $4.3M
Disciplined Investments, LLC 2.35% Add +2.4% 49,769 $4.3M
Country Club Bank 0.30% Reduce -2.6% 49,414 $4.3M
Schechter Investment Advisors, LLC 0.32% Add +4.9% 49,340 $4.3M
Sowell Financial Services LLC 0.20% Add +193.7% 49,189 $4.3M
Grove Bank & Trust 0.72% Reduce -0.9% 49,149 $4.3M
Waypoint Capital Advisors, LLC 1.11% Add +28.6% 49,080 $4.2M
Human Investing LLC 0.85% Add +5.2% 49,020 $4.2M
WealthCollab, LLC 3.12% Add +10.1% 48,858 $4.2M
Waller Financial Planning Group, Inc. 1.12% Reduce -6.0% 48,583 $4.2M
Clear Investment Research, LLC 5.64% Add +8.1% 48,505 $4.2M
LPWM LLC 1.53% Add +2.0% 50,674 $4.2M
CIBC Private Wealth Group LLC 0.01% Reduce -2.9% 49,071 $4.2M
Monograph Wealth Advisors, LLC 0.61% Add +16.0% 48,199 $4.2M
Hancock Whitney Corp. 0.14% Add +11.9% 48,000 $4.2M
Rockbridge Investment Management, LCC 0.61% Reduce -0.7% 47,891 $4.1M
Running Point Capital Advisors, LLC 1.85% Reduce -0.0% 47,866 $4.1M
Traveka Wealth, LLC 1.91% Add +8.2% 47,842 $4.1M
Aletheian Wealth Advisors LLC 2.24% Add +13.6% 47,661 $4.1M
Concourse Financial Group Securities, Inc. 0.27% Reduce -0.7% 47,634 $4.1M
Cambridge Associates LLC /Ma/ 0.22% No change 47,607 $4.1M
Dakota Wealth Management 0.10% Reduce -4.9% 47,405 $4.1M
Waldron Private Wealth LLC 0.18% Reduce -13.2% 47,153 $4.1M
Beaird Harris Wealth Management, LLC 0.40% Reduce -3.3% 47,116 $4.1M
PFG Investments, LLC 0.25% Add +684.3% 47,047 $4.1M
Colorado Capital Management, Inc. 2.35% Reduce -3.2% 47,040 $4.1M
Cascade Financial Partners, LLC 0.58% — 49,683 $4.1M
Regent Peak Wealth Advisors LLC 1.03% Add +14.4% 46,717 $4.0M
CMH Wealth Management LLC 1.03% Reduce -4.2% 46,676 $4.0M
Piedmont Capital Management, LLC 2.73% Reduce -2.2% 47,972 $4.0M
Compound Planning, Inc. 0.37% Add +103.3% 45,972 $4.0M
Cherrydale Wealth Management, LLC 1.86% Reduce -3.4% 45,970 $4.0M
Advisory Services Network, LLC 0.09% Reduce -6.6% 44,946 $3.9M
Riverview Trust Co 3.00% Add +0.1% 44,865 $3.9M
JDM Financial Group LLC 2.82% Add +6.7% 44,732 $3.9M
Nissay Asset Management Corp. /Japan 0.03% Reduce -31.1% 44,416 $3.8M
Stratos Wealth Advisors, LLC 0.23% Add +2.4% 44,253 $3.8M
Unconventional Investor, LLC 2.74% Add +0.3% 44,013 $3.8M
Shepherd Financial Partners LLC 0.50% Add +1.2% 43,989 $3.8M
Wedbush Securities Inc. 0.14% Add +141.7% 43,971 $3.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.92% Reduce -6.4% 43,795 $3.8M
Asset Management Group, Inc. 0.57% Add +0.4% 43,544 $3.8M
Legacy Financial Group, Inc. 1.48% Add +9.0% 43,346 $3.7M
Biltmore Family Office, LLC 0.74% Reduce -12.5% 43,345 $3.7M
TFO Wealth Partners, LLC 0.72% Reduce -0.1% 43,061 $3.7M
White Lighthouse Investment Management Inc. 0.76% Add +9.9% 43,049 $3.7M
Abound Wealth Management 1.41% Reduce -5.2% 42,784 $3.7M
Choreo, LLC 0.09% Reduce -2.0% 42,675 $3.7M
Certified Advisory Corp 0.52% Reduce -3.2% 42,666 $3.7M
Van Eck Associates Corp. 0.01% Reduce -28.6% 42,590 $3.7M
St. Louis Trust Co 0.57% No change 43,053 $3.7M
Penserra Capital Management LLC 0.05% New 42,272 $3.7M
AE Wealth Management LLC 0.04% Reduce -76.2% 42,193 $3.6M
Stokes Family Office, LLC 0.46% Add +29.9% 42,158 $3.6M
Arax Advisory Partners 0.38% Add +5.9% 42,007 $3.6M
Marcum Wealth, LLC 0.37% Add +12.8% 41,629 $3.6M
Fonville Wealth Management LLC 1.59% Add +34.6% 41,621 $3.6M
Florida Trust Wealth Management Co 0.12% Add +25.1% 41,094 $3.6M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.0% 40,999 $3.5M
First Horizon Advisors, Inc. 0.11% Reduce -32.0% 40,865 $3.5M
First Foundation Advisors 0.14% Add +16.5% 40,490 $3.5M
Warwick Investment Management, Inc. 0.84% Reduce -0.1% 40,450 $3.5M
LBJ Family Wealth Advisors, Ltd. 2.22% Add +22.9% 40,450 $3.5M
Regions Financial Corp. 0.03% Reduce -6.4% 40,394 $3.5M
GTS Securities LLC 0.09% Add +694.7% 40,379 $3.5M
Sigma Planning Corp 0.11% Add +107.4% 40,308 $3.5M
Axiom Advisory, LLC 2.54% Add +4.6% 39,944 $3.5M
Leeward Financial Partners, LLC 1.46% Reduce -6.9% 39,834 $3.4M
Integrated Advisors Network LLC 0.17% Add +1.8% 39,465 $3.4M
ABLE Financial Group, LLC 1.34% Reduce -3.5% 39,370 $3.4M
Archvest Wealth Advisors, Inc. 2.40% Add +21.4% 39,912 $3.4M
Pinnacle Associates Ltd. 0.05% Reduce -0.7% 39,043 $3.4M
Retirement Planning Group, LLC 0.26% Add +116.1% 39,020 $3.4M
Humankind Investments LLC 0.89% No change 39,000 $3.4M
Black Diamond Financial, LLC 0.91% No change 38,144 $3.4M
United Bank 1.71% Reduce -1.0% 38,912 $3.4M
Houlihan Financial Resource Group, Ltd. 1.51% Add +0.0% 38,841 $3.4M
SignalPoint Asset Management, LLC 0.92% Reduce -2.2% 38,792 $3.4M
Petix & Botte Co 0.83% Reduce -25.6% 38,497 $3.3M
Aspiriant, LLC 0.14% Reduce -5.3% 38,428 $3.3M
Wolff Wiese Magana LLC 2.86% Add +3.6% 38,334 $3.3M
Tower Research Capital LLC (TRC) 0.08% Add +13884.3% 38,317 $3.3M
Ziegler Capital Management, LLC 0.12% No change 37,698 $3.3M
Manhattan West Asset Management, LLC 0.78% Add +28.7% 37,595 $3.3M
WBH Advisory Inc. 0.33% Reduce -19.3% 37,523 $3.2M
Verdence Capital Advisors LLC 0.29% Reduce -7.2% 37,343 $3.2M
Prudent Man Advisors, LLC 1.21% Reduce -5.6% 37,342 $3.2M
Transcendent Capital Group LLC 1.87% Reduce -17.1% 37,225 $3.2M
ARK & TLK Investments, LLC 1.25% Add +3.3% 37,116 $3.2M
Liberty Capital Management, Inc. 0.79% Reduce -6.5% 37,030 $3.2M
Oppenheimer & Co. Inc. 0.05% Reduce -18.1% 36,727 $3.2M
Everhart Financial Group, Inc. 0.92% Reduce -1.5% 36,691 $3.2M
VeraBank, N.A. 0.98% Add +11.7% 36,449 $3.2M
Conning Inc. 0.11% Add +1.6% 36,030 $3.1M
Pinnacle Financial Group, LLC / IL 1.37% Add +1.1% 35,977 $3.1M
Family Legacy, Inc. 1.12% Reduce -1.9% 35,969 $3.1M
Mainsail Financial Group, LLC 2.14% New 35,963 $3.1M
Consolidated Portfolio Review Corp 0.81% Reduce -6.8% 35,826 $3.1M
Advantage Trust Co 2.26% Reduce -8.0% 35,503 $3.1M
Compass Ion Advisors, LLC 0.44% Add +2.6% 35,415 $3.1M
Flagship Harbor Advisors, LLC 0.20% Reduce -5.4% 35,201 $3.0M
Elevate Wealth Advisory, Inc. 2.64% Add +7.0% 35,132 $3.0M
Quantitative Investment Management, LLC 0.18% New 34,985 $3.0M
Global Retirement Partners, LLC 0.11% Reduce -3.4% 34,805 $3.0M
Instrumental Wealth, LLC 1.31% Reduce -2.2% 36,907 $3.0M
Sensible Financial Planning & Management, LLC. 0.66% Reduce -1.3% 34,332 $3.0M
Synovus Financial Corp. 0.04% Reduce -3.1% 34,184 $3.0M
ArchPoint Investors 1.24% New 34,136 $3.0M
Larson Financial Group LLC 0.23% Reduce -64.3% 33,984 $2.9M
Merit Financial Group, LLC 0.07% Add +40.4% 36,028 $2.9M
Ashford Capital Management Inc. 0.39% New 33,704 $2.9M
Sterling Financial Planning, Inc. 1.17% Reduce -2.1% 33,371 $2.9M
BBJS Financial Advisors, LLC 1.03% Add +33.0% 33,350 $2.9M
Tillman Hartley LLC 0.99% Add +13.9% 33,172 $2.9M
Savant Capital, LLC 0.03% Reduce -5.7% 33,054 $2.9M
First Financial Bank - Trust Division 0.27% Reduce -4.6% 32,820 $2.8M
Two Sigma Securities, LLC 0.14% Add +198.9% 32,723 $2.8M
Ameritas Advisory Services, LLC 0.12% Reduce -78.2% 33,212 $2.8M
Websterrogers Financial Advisors, LLC 1.00% Add +24.1% 32,483 $2.8M
InterOcean Capital Group, LLC 0.07% Add +41.9% 32,348 $2.8M
Coombe, Bender & Co LLC 1.70% Add +0.4% 32,298 $2.8M
Rockland Trust Co. 0.15% Reduce -13.0% 32,177 $2.8M
OneAscent Financial Services LLC 0.31% Add +6.1% 32,098 $2.8M
Physician Wealth Advisors, Inc. 0.58% Add +3.8% 35,033 $2.8M
Simplicity Wealth,LLC 0.07% New 32,076 $2.8M
TD Private Client Wealth LLC 0.09% Add +2.6% 31,930 $2.8M
Northcape Wealth Management, LLC 1.00% Reduce -2.3% 31,766 $2.7M
Cohen & Steers, Inc. 0.01% Reduce -82.8% 31,782 $2.7M
Tradition Wealth Management, LLC 0.28% Add +0.7% 31,730 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -8.8% 31,705 $2.7M
First Merchants Corp. 0.20% Reduce -60.1% 31,432 $2.7M
Sierra Capital LLC 0.35% Add +1.0% 31,261 $2.7M
Betterment LLC 0.01% Reduce -9.3% 31,193 $2.7M
Trustmark Bank Trust Department 0.22% Reduce -43.8% 31,033 $2.7M
Mgo One Seven LLC 0.14% Add +40.4% 31,030 $2.7M
Intergy Private Wealth, LLC 1.10% Add +2.5% 30,849 $2.7M
Broadview Financial Management, LLC 1.94% Reduce -0.2% 30,746 $2.7M
Zeit Capital LLC 2.14% Add +9.7% 30,681 $2.7M
Stock Yards Bank & Trust Co. 0.09% Reduce -7.3% 30,620 $2.6M
Clayton Financial Group LLC 1.20% Add +0.6% 30,465 $2.6M
One Degree Advisors Inc 1.31% Reduce -0.5% 30,457 $2.6M
Montag A & Associates Inc. 0.13% Add +0.3% 30,413 $2.6M
MBL Wealth, LLC 0.30% Add +893.5% 30,251 $2.6M
Flaharty Asset Management, LLC 0.39% Add +6.1% 30,250 $2.6M
Cabana LLC 11.14% Reduce -3.4% 30,238 $2.6M
My Personal CFO, LLC 1.50% Add +3.7% 30,100 $2.6M
Texas Yale Capital Corp. 0.12% Add +14.9% 29,941 $2.6M
Mather Group, Llc. 0.04% Reduce -2.7% 29,301 $2.6M
Consilium Wealth Advisory, LLC 1.46% Reduce -37.6% 29,932 $2.6M
Sabal Trust CO 0.15% Reduce -14.7% 29,858 $2.6M
Hemington Wealth Management 0.93% Reduce -1.6% 29,812 $2.6M
New York Life Investment Management LLC 0.03% New 29,668 $2.6M
Waverly Advisors, LLC 0.06% Add +62.0% 29,621 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +35.0% 29,031 $2.5M
Orion Portfolio Solutions, LLC 0.03% Add +35.0% 29,031 $2.5M
Insigneo Advisory Services, LLC 0.29% Reduce -3.9% 28,691 $2.5M
Arete Wealth Advisors, LLC 0.23% Add +0.7% 28,545 $2.5M
Adero Partners, LLC 0.19% Reduce -13.4% 28,504 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -1.2% 28,500 $2.5M
Keybank National Association 0.01% Reduce -5.9% 28,405 $2.5M
Forefront Analytics, LLC 1.19% Add +0.8% 28,287 $2.4M
Kestra Private Wealth Services, LLC 0.05% Reduce -39.8% 28,117 $2.4M
Mackenzie Financial Corp. 0.00% Add +55.6% 28,046 $2.4M
Lodestar Private Asset Management LLC 0.34% Add +7.3% 27,940 $2.4M
First Citizens Asset Management, Inc. 0.91% Add +3.0% 27,935 $2.4M
Monterey Private Wealth, Inc. 0.97% Add +1.2% 27,809 $2.4M
Quadrant Capital Group LLC 0.19% Reduce -0.5% 27,758 $2.4M
First PREMIER Bank 0.63% Reduce -32.2% 27,744 $2.4M
Frank, Rimerman Advisors LLC 0.46% Add +65.4% 27,743 $2.4M
BOS Asset Management, LLC 1.26% New 27,683 $2.4M
Encompass Wealth Advisors, LLC 0.63% Reduce -0.1% 27,398 $2.4M
Cwm, LLC 0.01% Reduce -10.4% 27,015 $2.3M
First Personal Financial Services 0.54% Reduce -2.5% 27,009 $2.3M
Unison Advisors LLC 0.23% Add +1.1% 26,910 $2.3M
IFG Advisors, LLC 0.60% Add +7.9% 26,818 $2.3M
Waters Parkerson & Co., LLC 0.12% Add +0.2% 26,673 $2.3M
Allworth Financial LP 0.02% Add +16.5% 26,662 $2.3M
Ted Buchan & Co 1.40% New 26,433 $2.3M
Brighton Jones LLC 0.08% Add +6.2% 26,376 $2.3M
Shepherd Kaplan Krochuk, LLC 1.82% Reduce -23.9% 26,376 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -1.6% 26,167 $2.3M
Maryland Capital Advisors Inc. 1.39% Reduce -3.3% 25,984 $2.2M
FDx Advisors, Inc. 0.34% Add +3.4% 25,977 $2.2M
Aveo Capital Partners, LLC 0.24% Add +1.1% 27,617 $2.2M
NorthCrest Asset Manangement, LLC 0.08% Reduce -4.1% 25,949 $2.2M
Flagstar Securities, Inc. 0.62% Reduce -5.0% 25,924 $2.2M
Aquire Wealth Advisors, LLC 0.78% Reduce -3.1% 25,912 $2.2M
Financial & Tax Architects, LLC 0.62% Add +1.0% 25,905 $2.2M
Legacies Wealth LLC 1.98% Add +1.1% 25,849 $2.2M
BTC Capital Management, Inc. 0.20% — 25,572 $2.2M
Anchor Investment Management, LLC 0.23% Add +4.1% 25,511 $2.2M
Marble Harbor Investment Counsel, LLC 0.25% Add +2.0% 25,425 $2.2M
AA Financial Advisors, LLC 0.89% Add +24.9% 25,403 $2.2M
Bordeaux Wealth Advisors LLC 0.73% Add +15.9% 25,219 $2.2M
Lebenthal Global Advisors, LLC 0.48% Reduce -2.1% 25,162 $2.2M
Destination Wealth Management 0.07% Add +4.8% 25,072 $2.2M
Torno Capital, LLC 0.46% New 25,000 $2.2M
Greytown Advisors Inc. 1.21% Reduce -5.0% 24,950 $2.2M
Truepoint, Inc. 0.06% Reduce -48.4% 24,938 $2.2M
EP Wealth Advisors, LLC 0.03% Reduce -8.1% 24,902 $2.2M
Breakwater Investment Management 0.99% — 24,836 $2.1M
Kure Advisory, LLC 1.83% Add +3.5% 24,750 $2.1M
Financial Management Network Inc. 0.54% Reduce -0.1% 25,530 $2.1M
Beirne Wealth Consulting Services, LLC 0.90% Add +1.8% 24,600 $2.1M
Gilman Hill Asset Management, LLC 0.38% Reduce -7.5% 24,605 $2.1M
Wedmont Private Capital 0.15% Add +0.2% 24,605 $2.1M
Bangor Savings Bank 0.22% Reduce -3.0% 24,452 $2.1M
Sound Income Strategies, LLC 0.16% Add +12.6% 24,111 $2.1M
Seamount Financial Group Inc. 1.82% Add +3.4% 24,072 $2.1M
Bleakley Financial Group, LLC 0.06% Add +52.1% 24,022 $2.1M
Copperwynd Financial, LLC 0.75% New 24,021 $2.1M
Choate Investment Advisors 0.06% New 23,814 $2.1M
Lutz Financial Services LLC 0.18% Reduce -24.7% 23,788 $2.1M
Capital Group Private Client Services, Inc. 0.02% Add +7.7% 23,638 $2.0M
Aspen Investment Management Inc 1.04% Reduce -2.2% 23,619 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -8.3% 23,470 $2.0M
Geneos Wealth Management Inc. 0.09% Add +20.0% 23,349 $2.0M
Hall Capital Management Co. Inc. 1.00% Add +0.6% 23,347 $2.0M
Westwind Capital 0.51% Add +9.5% 23,300 $2.0M
Axxcess Wealth Management, LLC 0.06% Reduce -9.7% 23,248 $2.0M
Cornerstone Wealth Management, LLC 0.16% Reduce -0.2% 23,208 $2.0M
Clearstead Trust, LLC 0.52% Add +3241.2% 23,121 $2.0M
Vanguard Group Inc. 0.00% Add +9.7% 23,026 $2.0M
Pine Ridge Advisers LLC 0.23% Add +1.2% 23,014 $2.0M
Sax Wealth Advisors, LLC 0.23% Reduce -1.6% 22,990 $2.0M
Sanctuary Wealth Management, L.L.C. 1.61% Reduce -18.5% 22,916 $2.0M
Smithfield Trust Co 0.10% Reduce -4.6% 22,869 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -27.4% 22,665 $2.0M
Cedar Brook Financial Partners, LLC 0.39% Add +14.6% 22,643 $2.0M
Retirement Planning Co of New England, Inc. 1.07% Reduce -1.2% 22,606 $2.0M
NorthLanding Financial Partners, LLC 2.12% Add +18.8% 22,498 $1.9M
Continuum Advisory, LLC 0.29% Add +4.1% 23,107 $1.9M
Camelot Technology Advisors, Inc. 1.77% Add +26.4% 22,133 $1.9M
GC Wealth Management RIA, LLC 0.38% New 22,072 $1.9M
Future Financial Wealth Managment LLC 1.46% Add +3.4% 21,952 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.46% Add +3.6% 21,904 $1.9M
Waterford Advisors, LLC 0.80% No change 21,828 $1.9M
BOK Financial Private Wealth, Inc. 0.14% Reduce -0.6% 21,752 $1.9M
Family Wealth Partners, LLC 1.06% Reduce -8.4% 21,720 $1.9M
First National Bank of Omaha 0.13% Reduce -20.2% 20,721 $1.9M
Independent Financial Group, LLC 0.09% Reduce -12.8% 21,625 $1.9M
Haverford Trust Co 0.02% Reduce -5.1% 21,556 $1.9M
Etesian Wealth Advisors, Inc. 1.07% Reduce -0.6% 21,490 $1.9M
Foundations Investment Advisors, LLC 0.05% Reduce -9.7% 21,477 $1.9M
New Republic Capital, LLC 1.18% Add +0.1% 21,474 $1.9M
Soundmark Wealth Management, LLC 0.82% Reduce -0.6% 21,446 $1.9M
DT Investment Partners, LLC 0.19% New 21,328 $1.8M
Brooklyn FI, LLC 0.76% Reduce -2.3% 21,305 $1.8M
Focus Financial Network, Inc. 0.09% — 23,187 $1.8M
Mosaic Family Wealth Partners, LLC 0.30% Add +17.3% 21,035 $1.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.19% Reduce -1.1% 21,027 $1.8M
OneDigital Investment Advisors LLC 0.03% Add +36.1% 21,002 $1.8M
VERITY Wealth Advisors 1.39% Reduce -1.8% 20,950 $1.8M
Callan Family Office, LLC 0.42% Add +6.9% 20,837 $1.8M
Old National Bancorp 0.04% Reduce -10.8% 20,813 $1.8M
Verus Capital Partners, LLC 0.20% Add +61.0% 20,726 $1.8M
Integris Wealth Management, LLC 0.49% Reduce -10.0% 20,699 $1.8M
RFG Advisory, LLC 0.06% Add +227.8% 20,645 $1.8M
Park Avenue Securities LLC 0.02% Add +3.5% 20,599 $1.8M
Ritholtz Wealth Management 0.06% Reduce -3.1% 20,590 $1.8M
Investment Partners, LTD. 0.80% Add +0.0% 20,459 $1.8M
Simmons Bank 0.13% Add +2.1% 20,247 $1.8M
Armbruster Capital Management, Inc. 0.37% Add +2.2% 20,092 $1.7M
First National Bank & Trust Co. of Newtown 0.35% Reduce -0.2% 20,059 $1.7M
Corrado Advisors, LLC 1.14% Add +3.0% 20,038 $1.7M
GLOBALT Investments LLC / GA 0.07% No change 20,000 $1.7M
Burton Enright Welch 0.42% Reduce -1.9% 19,950 $1.7M
Family CFO Inc 1.07% Add +0.4% 19,917 $1.7M
Slow Capital, Inc. 0.28% Reduce -2.3% 19,906 $1.7M
Snowden Capital Advisors LLC 0.05% Add +121.6% 19,904 $1.7M
Stelac Advisory Services LLC 0.81% Add +1.6% 19,858 $1.7M
Highland Capital Management, LLC 0.10% No change 19,834 $1.7M
First American Trust, FSB 0.18% Add +8.8% 19,725 $1.7M
Foster Group, Inc. 0.08% Reduce -3.1% 19,642 $1.7M
Independence Bank of Kentucky 0.51% Reduce -4.4% 19,561 $1.7M
Dogwood Wealth Management LLC 1.14% Reduce -2.5% 19,514 $1.7M
One Capital Management, LLC 0.06% Add +23.4% 19,446 $1.7M
Centennial Bank 0.86% Reduce -6.4% 19,440 $1.7M
Regatta Capital Group, LLC 0.38% Add +20.2% 19,430 $1.7M
1834 Investment Advisors Co. 0.20% No change 19,430 $1.7M
Callan Capital, LLC 0.15% Reduce -1.9% 19,370 $1.7M
Carnegie Investment Counsel 0.05% Add +20.9% 19,328 $1.7M
TCI Wealth Advisors, Inc. 0.16% Reduce -2.1% 19,322 $1.7M
United Community Bank 0.65% Reduce -4.3% 19,235 $1.7M
Cutler Investment Counsel LLC 0.22% Add +12.3% 19,038 $1.6M
Quotient Wealth Partners, LLC 0.06% Reduce -71.6% 18,976 $1.6M
Keel Point, LLC 0.17% Reduce -6.0% 18,933 $1.6M
Ifrah Financial Services, Inc. 0.46% Reduce -0.1% 18,825 $1.6M
Fifth Third Wealth Advisors LLC 0.25% Add +72.4% 18,820 $1.6M
Covenant Asset Management, LLC 0.39% Add +6.0% 18,751 $1.6M
World Investment Advisors 0.23% Reduce -37.3% 18,671 $1.6M
Austin Wealth Management, LLC 0.40% Reduce -2.6% 19,298 $1.6M
Mesirow Financial Investment Management, Inc. 0.04% Add +3.3% 18,580 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.5% 18,353 $1.6M
Clarity Capital Advisors, LLC 1.26% Add +4.3% 18,312 $1.6M
Beaumont Financial Advisors, LLC 0.13% No change 18,285 $1.6M
Leavell Investment Management, Inc. 0.09% Add +2.9% 18,261 $1.6M
Sharper & Granite LLC 0.76% Add +1.8% 18,719 $1.6M
Harbour Investments, Inc. 0.06% Add +8.1% 18,148 $1.6M
Gradient Capital Advisors, LLC 0.57% Reduce -1.6% 17,903 $1.5M
Boston Family Office LLC 0.11% Reduce -1.6% 17,805 $1.5M
Clifford Group, LLC 1.27% Add +3.4% 17,789 $1.5M
HB Wealth Management, LLC 0.02% Reduce -1.1% 17,728 $1.5M
Walkner Condon Financial Advisors LLC 0.32% Reduce -1.1% 17,664 $1.5M
Abbrea Capital, LLC 0.20% Reduce -0.2% 17,653 $1.5M
OmniStar Financial Group, Inc. 1.40% New 17,620 $1.5M
Norway Savings Bank 0.63% Reduce -8.3% 17,573 $1.5M
Full Sail Capital, LLC 0.10% Reduce -0.8% 17,331 $1.5M
Patton Fund Management, Inc. 0.27% Add +192.3% 17,217 $1.5M
NBT Bank, N.A. 0.11% Reduce -7.4% 17,051 $1.5M
American Financial & Tax Strategies Inc. 0.79% Reduce -1.6% 17,043 $1.5M
DBK Financial Counsel, LLC 1.53% Reduce -9.4% 16,887 $1.5M
First Nebraska Trust Co 0.15% Reduce -1.3% 16,865 $1.5M
Moran Wealth Management, LLC 0.05% Add +546.6% 16,851 $1.5M
Prospera Financial Services Inc 0.04% Reduce -15.1% 16,709 $1.4M
KMG Fiduciary Partners, LLC 0.15% Reduce -2.5% 16,697 $1.4M
Apollon Wealth Management, LLC 0.05% Reduce -17.9% 16,660 $1.4M
BKM Wealth Management, LLC 0.62% Add +11.4% 16,653 $1.4M
Apella Capital, LLC 0.07% Add +3.7% 16,692 $1.4M
Simplex Trading, LLC 0.04% New 16,522 $1.4M
Debussy Capital Management LP 0.42% Add +1.1% 17,190 $1.4M
KOM Wealth Management Group, LLC 1.40% Reduce -1.4% 16,466 $1.4M
Ieq Capital, LLC 0.02% Add +64.7% 16,383 $1.4M
Invesco Ltd. 0.00% Reduce -3.4% 16,343 $1.4M
Investment Advisory Group, LLC 0.58% Add +0.3% 16,297 $1.4M
Pioneer Wealth Management Group 0.80% Reduce -11.1% 16,256 $1.4M
Engineers Gate Manager LP 0.04% Add +105.9% 16,210 $1.4M
Central Bank & Trust Co. 0.20% Reduce -6.6% 16,201 $1.4M
Institute for Wealth Management, LLC. 0.18% Reduce -3.6% 16,139 $1.4M
Field & Main Bank 0.54% Add +23204.3% 16,080 $1.4M
CoreCap Advisors, LLC 0.07% Reduce -18.7% 16,008 $1.4M
Oxford Financial Group, LTD. LLC 0.10% Reduce -1.1% 16,003 $1.4M
CWA Asset Management Group, LLC 0.08% Add +0.3% 15,986 $1.4M
Northeast Investment Management 0.07% Reduce -18.8% 15,868 $1.4M
Ti-Trust, Inc. 1.00% Reduce -1.0% 15,723 $1.4M
Fund Evaluation Group, LLC 0.08% Add +55.5% 15,667 $1.4M
Willis Johnson & Associates, Inc. 0.12% Add +4.8% 15,614 $1.4M
Nicolet Advisory Services, LLC 0.14% Reduce -6.0% 15,640 $1.3M
IFG Advisory, LLC 0.10% Add +11.7% 15,526 $1.3M
Jaffetilchin Investment Partners, LLC 0.12% Reduce -2.7% 15,497 $1.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -5.9% 15,494 $1.3M
Mystic Asset Management, Inc. 0.55% Add +0.5% 15,419 $1.3M
Hollencrest Capital Management 0.06% Reduce -2.6% 15,404 $1.3M
West Financial Advisors, LLC 0.29% Add +5.1% 15,370 $1.3M
Rossmore Private Capital 0.17% Reduce -1.1% 15,346 $1.3M
Lester Murray Antman dba SimplyRich 0.43% Reduce -1.4% 15,344 $1.3M
National Philanthropic Trust 0.03% Reduce -2.6% 15,344 $1.3M
Mount Lucas Management LP 0.44% Add +4.3% 15,321 $1.3M
WASHINGTON TRUST Co 0.05% Reduce -6.2% 15,305 $1.3M
Roundview Capital LLC 0.11% Add +0.4% 15,271 $1.3M
M Holdings Securities, Inc. 0.22% Reduce -89.8% 15,115 $1.3M
City Holding Co. 0.20% Reduce -1.1% 15,115 $1.3M
International Assets Investment Management, LLC 0.14% Add +88.6% 15,300 $1.3M
SeaCrest Wealth Management, LLC 0.16% Reduce -36.2% 15,038 $1.3M
Cassaday & Co Wealth Management LLC 0.04% Reduce -2.4% 15,007 $1.3M
Peninsula Wealth, LLC 0.26% Reduce -33.1% 14,992 $1.3M
Sentinel Pension Advisors, LLC 0.28% Reduce -0.1% 14,945 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.59% Reduce -10.8% 15,842 $1.3M
Moneco Advisors, LLC 0.20% Add +1.6% 14,804 $1.3M
Main Street Financial Solutions, LLC 0.14% Add +7.7% 14,797 $1.3M
Wesbanco Bank Inc. 0.05% Reduce -3.2% 14,775 $1.3M
Stone Summit Wealth LLC 0.44% Add +9.2% 14,728 $1.3M
Global Trust Asset Management, LLC 0.52% Reduce -4.5% 14,720 $1.3M
Northwest Wealth Management, LLC 0.34% Reduce -3.2% 14,480 $1.3M
Bragg Financial Advisors, Inc 0.06% Reduce -2.8% 14,321 $1.2M
Peoples Financial Services Corp. 0.53% Reduce -1.0% 14,234 $1.2M
Next Capital Management LLC 0.50% No change 14,224 $1.2M
Trinity Legacy Partners, LLC 0.36% Add +11.8% 14,185 $1.2M
Bank Ozk 0.55% Reduce -8.6% 14,183 $1.2M
Robertson Stephens Wealth Management, LLC 0.07% Add +16.5% 14,176 $1.2M
Telos Capital Management, Inc. 0.14% Reduce -2.4% 14,146 $1.2M
Retirement Financial Solutions, LLC 0.63% Reduce -17.1% 14,061 $1.2M
Rakuten Investment Management, Inc. 0.01% No change 14,046 $1.2M
Windsor Capital Management, LLC 0.38% Add +0.0% 14,045 $1.2M
Bayesian Capital Management, LP 0.12% Add +77.6% 14,029 $1.2M
Simon Quick Advisors, LLC 0.09% Reduce -20.4% 14,002 $1.2M
Palisades Hudson Asset Management, L.P. 0.55% Add +7.7% 13,963 $1.2M
Carolinas Wealth Consulting LLC 0.24% Add +16.4% 13,968 $1.2M
Strategic Blueprint, LLC 0.09% Reduce -2.6% 13,959 $1.2M
CGN Advisors LLC 0.15% Add +4.3% 13,943 $1.2M
Kelleher Financial Advisors 0.50% No change 13,862 $1.2M
Rothschild Investment LLC 0.09% Add +5.0% 13,862 $1.2M
Crewe Advisors LLC 0.14% Add +0.5% 13,846 $1.2M
Sepio Capital, LP 0.10% Reduce -1.0% 13,822 $1.2M
Vernal Point Advisors, LLC 1.02% No change 13,805 $1.2M
First Heartland Consultants, Inc. 0.12% Add +198.9% 13,763 $1.2M
Hengehold Capital Management LLC 0.13% Add +0.7% 13,725 $1.2M
Capital Asset Advisory Services LLC 0.07% Reduce -14.0% 14,059 $1.2M
Penobscot Wealth Management 0.74% Reduce -23.1% 13,623 $1.2M
Balanced Rock Investment Advisors LLC 1.00% Reduce -35.3% 13,619 $1.2M
Sage Mountain Advisors LLC 0.12% Add +6856.4% 13,565 $1.2M
Private Portfolio Partners LLC 0.24% Add +1.0% 13,519 $1.2M
Pallas Capital Advisors LLC 0.05% Reduce -1.5% 13,428 $1.2M
Washington Trust Bank 0.11% Reduce -17.1% 13,317 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -13.6% 13,266 $1.1M
Warner Financial, Inc. 0.57% Add +2.8% 13,209 $1.1M
All Season Financial Advisors, Inc. 0.94% Reduce -47.4% 13,183 $1.1M
Howard Wealth Management, LLC 0.92% Reduce -2.9% 13,137 $1.1M
Salem Investment Counselors Inc. 0.04% Add +1.4% 13,041 $1.1M
Cambridge Financial Group, LLC 0.53% No change 12,973 $1.1M
Parsons Capital Management Inc. 0.08% Add +3.6% 12,926 $1.1M
Advisors Capital Management, LLC 0.02% Reduce -9.9% 12,904 $1.1M
Roof Eidam Maycock Peralta, LLC 0.30% Add +10.2% 12,797 $1.1M
First Western Trust Bank 0.05% No change 12,778 $1.1M
JFS Wealth Advisors, LLC 0.09% Reduce -7.3% 12,772 $1.1M
Topel & Distasi Wealth Management, LLC 0.48% Add +8.1% 12,669 $1.1M
WMS Partners, LLC 0.08% Add +0.2% 12,662 $1.1M
Accretive Wealth Partners, LLC 0.48% Add +2.1% 13,411 $1.1M
Madden Advisory Services, Inc. 0.57% Reduce -2.2% 12,588 $1.1M
William Howard & Co Financial Advisors Inc 1.02% — 12,582 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.65% Reduce -31.2% 12,560 $1.1M
Opus Capital Group, LLC 0.16% Add +7.5% 12,520 $1.1M
Valley Financial Group, Inc. 0.82% Reduce -0.1% 12,506 $1.1M
Wealth Dimensions Group, Ltd. 0.32% Reduce -3.1% 12,493 $1.1M
Martel Wealth Advisors LLC 0.23% Add +7.5% 12,483 $1.1M
Litman Gregory Wealth Management LLC 0.10% Add +31.4% 12,475 $1.1M
Coordinated Financial Services, Inc. 0.95% — 12,467 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -3.5% 12,456 $1.1M
Acropolis Investment Management, LLC 0.07% Reduce -26.2% 12,402 $1.1M
Hudock, Inc. 0.23% Reduce -92.4% 12,235 $1.1M
Matrix Private Capital Group LLC 0.72% Reduce -10.4% 12,221 $1.1M
Wealthcare Capital Management LLC 0.12% Reduce -22.0% 12,196 $1.1M
Arkansas Financial Group, Inc. 0.19% Add +0.0% 12,166 $1.1M
Sweeney & Michel, LLC 0.47% — 12,553 $1.1M
Laidlaw Wealth Management LLC 0.58% Reduce -1.3% 12,103 $1.0M
Novak & Powell Financial Services, Inc. 0.78% Reduce -32.4% 12,087 $1.0M
Harbor Advisory Corp. 0.36% Reduce -4.9% 12,081 $1.0M
Blue Barn Wealth, LLC 0.58% Add +1.8% 12,073 $1.0M
Bessemer Group Inc. 0.00% Reduce -17.5% 12,025 $1.0M
Endowment Wealth Management, Inc. 0.78% Add +21.9% 11,985 $1.0M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -18.7% 11,976 $1.0M
FSC Wealth Advisors, LLC 0.73% Add +61.2% 11,974 $1.0M
DHK Financial Advisors, Inc. 0.73% Add +0.0% 11,960 $1.0M
Ellis Investment Partners, LLC 0.22% Add +1.3% 11,913 $1.0M
First National Bank Sioux Falls 0.56% Add +1.7% 11,902 $1.0M
Motley Fool Wealth Management, LLC 0.05% Add +11.0% 11,819 $1.0M
Pinnacle Bancorp, Inc. 0.30% Reduce -7.5% 11,751 $1.0M
Curran Financial Partners, LLC 0.35% Reduce -0.7% 11,745 $1.0M
Pettinga Financial Advisors LLC 0.26% Reduce -38.8% 11,672 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -4.5% 11,671 $1.0M
Jacobi Capital Management LLC 0.09% Add +23.4% 11,605 $1.0M
Silver Oak Securities, Incorporated 0.15% Reduce -13.0% 11,593 $1.0M
Fifth Third Securities, Inc. 0.10% Add +10.3% 11,511 $995K
CRA Financial Services, LLC 0.22% Add +2.5% 11,476 $992K
Dorsey & Whitney Trust CO LLC 0.07% No change 11,471 $992K
Tritonpoint Wealth, LLC 0.10% Reduce -76.2% 2,671 $991K
Orion Capital Management LLC 0.53% Reduce -24.6% 11,460 $991K
Affinity Capital Advisors, LLC 0.22% Reduce -49.2% 11,417 $987K
Woodward Diversified Capital, LLC 0.61% Reduce -10.4% 11,379 $984K
Curbstone Financial Management Corp 0.21% Add +6.1% 11,370 $983K
Avidian Wealth Enterprises, LLC 0.05% Reduce -24.6% 11,369 $983K
Focus Partners Advisor Solutions, LLC 0.03% Reduce -73.8% 11,334 $980K
Intellectus Partners, LLC 0.26% No change 11,325 $979K
L.M. Kohn & Company 0.27% Add +2.8% 11,284 $976K
Idaho Trust Co 0.94% Reduce -70.3% 11,227 $971K
Fingerlakes Wealth Management, Inc. 0.94% Reduce -12.6% 11,227 $971K
Townsquare Capital LLC 0.01% Add +205.1% 11,173 $966K
ML & R Wealth Management LLC 0.22% Reduce -44.0% 11,160 $965K
Impact Partnership Wealth, LLC 0.38% Add +31.5% 11,122 $962K
Laurel Wealth Planning LLC 0.64% Add +13.6% 11,112 $961K
Trust Co 0.13% Reduce -2.1% 11,096 $960K
MainStreet Investment Advisors LLC 0.12% Reduce -6.3% 11,071 $957K
Visionary Wealth Advisors 0.06% Reduce -5.8% 11,027 $954K
Kovack Advisors, Inc. 0.12% Add +2.9% 11,026 $954K
VCI Wealth Management LLC 0.64% Reduce -14.4% 11,008 $952K
Relative Value Partners Group, LLC 0.06% Reduce -3.6% 11,269 $945K
Oppenheimer Asset Management Inc. 0.01% Reduce -11.5% 10,886 $941K
Asset Allocation Strategies LLC 0.33% Add +6.0% 10,885 $941K
Financial Advocates Investment Management 0.05% Reduce -12.8% 9,658 $937K
Parkside Financial Bank & Trust 0.15% Add +32.6% 10,808 $935K
Newman Dignan & Sheerar, Inc. 0.25% Reduce -41.0% 10,777 $932K
Verde Capital Management 0.32% Add +29.8% 10,718 $927K
Eclectic Associates Inc. 0.42% Add +0.4% 10,700 $925K
Argent Trust Co 0.04% No change 10,695 $925K
Tortoise Investment Management, LLC 0.11% Add +4.5% 10,664 $922K
Onyx Bridge Wealth Group LLC 0.16% Reduce -5.6% 11,505 $922K
American Financial Advisors, LLC 0.13% Reduce -0.8% 10,614 $918K
Thompson Siegel & Walmsley LLC 0.01% Add +7.1% 10,565 $914K
Cascade Wealth Advisors, Inc 0.77% — 11,151 $911K
Prostatis Group LLC 0.34% Reduce -34.5% 10,455 $904K
Joel Isaacson & Co., LLC 0.05% Add +1.5% 10,445 $903K
Bluespring Wealth Management, LLC 0.10% Reduce -1.5% 10,445 $903K
Bouchey Financial Group, Ltd. 0.09% No change 10,429 $902K
Viawealth, LLC 0.56% Reduce -1.7% 10,419 $901K
Tocqueville Asset Management L.P. 0.01% Reduce -42.5% 10,352 $895K
Capital Management Associates, Inc 0.66% Add +0.8% 10,343 $894K
Abacus Planning Group, Inc. 0.17% No change 10,296 $890K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.37% Reduce -1.6% 10,255 $887K
Apeiron RIA LLC 0.26% Reduce -0.1% 10,234 $885K
Webster Bank, N. A. 0.10% Reduce -49.2% 10,224 $884K
Independent Wealth Network Inc. 0.41% Reduce -0.1% 10,196 $882K
Benchmark Investment Advisors LLC 0.69% Add +250.2% 10,181 $880K
Mustard Seed Financial, LLC 0.88% Reduce -2.3% 10,147 $878K
Mechanics Financial Corp 0.46% Reduce -1.3% 10,142 $877K
One Wealth Map LLC 0.58% Reduce -9.5% 10,961 $874K
Forum Financial Management, LP 0.01% Reduce -0.7% 10,069 $871K
Fiducient Advisors LLC 0.17% Reduce -0.0% 10,066 $871K
Elevated Capital Advisors, LLC 0.25% Reduce -3.9% 10,065 $870K
Brio Consultants, LLC 0.15% Reduce -0.6% 9,985 $863K
SOL Capital Management CO 0.11% Reduce -15.7% 9,974 $863K
Schwarz Dygos Wheeler Investment Advisors LLC 0.24% Add +10.9% 9,970 $862K
TAP Consulting, LLC 0.19% Reduce -1.9% 9,927 $858K
Ruedi Wealth Management, Inc. 0.36% Add +0.7% 9,846 $851K
Raab & Moskowitz Asset Management LLC 0.24% Reduce -1.5% 9,843 $851K
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -0.9% 9,754 $844K
Chesapeake Wealth Management 0.31% Reduce -0.4% 9,726 $841K
Concurrent Investment Advisors, LLC 0.03% Reduce -1.9% 9,714 $840K
Sandy Spring Bank 0.04% Reduce -4.3% 9,711 $840K
Almanack Investment Partners, LLC. 0.14% Reduce -10.3% 9,711 $840K
Chapin Davis, Inc. 0.31% Add +3.9% 9,693 $838K
Magnus Financial Group LLC 0.10% Add +1.9% 9,681 $837K
Mayflower Financial Advisors, LLC 0.14% Add +3.2% 9,664 $836K
Baker Avenue Asset Management, LP 0.03% Reduce -8.7% 9,617 $832K
NorthCoast Asset Management LLC 0.01% New 9,617 $832K
Parker Financial LLC 0.47% Reduce -26.6% 9,598 $830K
North Ridge Wealth Advisors, Inc. 0.64% Add +0.5% 9,590 $829K
Ackerman Capital Advisors, LLC 0.23% New 9,571 $828K
PBMares Wealth Management LLC 0.22% Add +93.4% 9,556 $826K
Gladstone Institutional Advisory LLC 0.04% Add +2.1% 9,461 $818K
Fisher Asset Management 0.00% Add +63.9% 9,433 $816K
Financial Perspectives, Inc 0.30% Add +0.0% 9,207 $796K
Rockingstone Advisors LLC 0.41% Reduce -10.6% 9,137 $790K
T. Rowe Price Associates Inc. 0.00% New 9,092 $787K
LYNX Capital Group Ltd. 0.53% Reduce -0.6% 9,087 $786K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -11.8% 9,074 $785K
First Hawaiian Bank 0.02% Reduce -16.5% 9,042 $782K
Annex Advisory Services, LLC 0.03% Reduce -2.2% 9,031 $781K
First Financial Corp. 0.40% Reduce -2.1% 9,014 $779K
Capital Analysts, LLC 0.04% Reduce -3.7% 9,002 $779K
First Bancorp, Inc 0.59% Reduce -0.8% 8,936 $773K
Bedel Financial Consulting, Inc. 0.12% Add +0.3% 8,926 $772K
IFP Advisors, Inc 0.03% Add +75.4% 8,920 $771K
Jefferies Financial Group Inc. 0.02% Reduce -72.8% 8,784 $760K
Juncture Wealth Strategies, LLC 0.33% Add +13.7% 8,759 $757K
First Interstate Bank 0.05% Reduce -0.1% 8,757 $757K
Hirtle & Co., LLC 0.04% Add +0.6% 8,746 $756K
Index Fund Advisors, Inc. 0.04% Reduce -0.3% 8,740 $756K
Smith, Moore & Co. 0.08% Add +3.6% 8,676 $750K
Kuhn & Co Investment Counsel 0.70% Reduce -11.2% 8,647 $748K
Fsa Wealth Partners, Inc. 0.19% Add +28.2% 8,639 $747K
Fidato Wealth LLC 0.67% Reduce -3.4% 8,603 $744K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 8,595 $743K
Carson Advisory Inc. 0.52% Reduce -10.4% 8,589 $743K
Fairhaven Wealth Management, LLC 0.25% Add +4.3% 8,588 $743K
Venture Visionary Partners LLC 0.04% Reduce -2.6% 8,578 $742K
Koshinski Asset Management, Inc. 0.08% Reduce -35.4% 7,400 $740K
Cypress Capital Group 0.09% Add +26.1% 8,548 $739K
Eagle Strategies LLC 0.16% Add +69.3% 8,535 $738K
Smith Shellnut Wilson LLC 0.39% No change 8,529 $738K
Montecito Bank & Trust 0.15% Reduce -17.7% 8,513 $736K
Strata Wealth Advisors, LLC 0.26% Add +12.8% 8,437 $730K
Sara-Bay Financial 0.33% Add +1.7% 8,573 $729K
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -2.4% 8,413 $728K
Godshalk Welsh Capital Management, Inc. 0.49% No change 8,410 $727K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% New 8,390 $726K
Watts Gwilliam & Co., LLC 0.22% — 8,626 $723K
FAS Wealth Partners, Inc. 0.06% Reduce -3.1% 8,329 $720K
Allegiance Financial Group Advisory Services LLC 0.29% Add +5.4% 8,324 $720K
King Luther Capital Management Corp. 0.00% Add +0.8% 8,238 $712K
Cutler Group LLC / CA 0.36% Add +18122.2% 8,200 $709K
McDaniel Terry & Co. 0.06% No change 8,200 $709K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -9.8% 8,160 $706K
Glen Eagle Advisors, LLC 0.13% Add +0.1% 8,134 $703K
Old North State Wealth Management, LLC 0.46% Reduce -4.8% 8,109 $703K
First Commonwealth Financial Corp 0.19% Reduce -0.4% 8,116 $702K
Fiduciary Family Office, LLC 0.27% Reduce -13.1% 8,091 $700K
Duncker Streett & Co. Inc. 0.14% No change 8,060 $697K
McLean Asset Management Corp 0.24% Add +31.7% 8,082 $695K
Western Wealth Management, LLC 0.05% Reduce -4.3% 8,007 $692K
Greenleaf Trust 0.01% Reduce -3.4% 8,007 $692K
Key Financial Inc 0.18% Reduce -0.6% 8,006 $692K
American Trust 0.06% Reduce -32.8% 7,987 $691K
Integrity Wealth Solutions LLC 0.45% Add +3.1% 7,945 $687K
Sovereign Financial Group, Inc. 0.18% Add +11.6% 7,886 $682K
Bfsg, LLC 0.09% Add +9.2% 7,884 $682K
AMG National Trust Bank 0.02% Add +0.1% 7,863 $680K
CVA Family Office, LLC 0.12% Add +0.5% 7,849 $679K
Glass Jacobson Investment Advisors llc 0.25% Reduce -2.7% 7,848 $679K
KG Capital Management 0.27% Add +3.7% 7,809 $675K
SWS Partners 0.20% Reduce -1.3% 7,807 $675K
McElhenny Sheffield Capital Management, LLC 0.24% New 7,794 $674K
Hanover Advisors Inc. 0.28% Add +16.7% 7,754 $671K
Cardinal Point Capital Management ULC 0.13% No change 7,729 $668K
CJM Wealth Advisers, Ltd. 0.25% Reduce -1.9% 7,711 $667K
Clifford Swan Investment Counsel LLC 0.02% Reduce -14.5% 7,672 $663K
Orleans Capital Management Corp. 0.43% Reduce -14.4% 7,645 $661K
YHB Investment Advisors, Inc. 0.06% Add +0.6% 7,640 $661K
Marco Investment Management LLC 0.06% Reduce -0.1% 7,632 $660K
National Bank of Canada 0.00% Reduce -0.0% 7,888 $654K
Capital Insight Partners, LLC 0.12% No change 7,544 $652K
Liberty Wealth Management LLC 0.13% Reduce -84.7% 7,449 $644K
CW Advisors, LLC 0.01% Reduce -46.6% 7,417 $642K
Advocate Group LLC 0.13% Add +10.2% 7,409 $641K
North Star Investment Management Corp. 0.05% Add +1.9% 7,407 $641K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +3.6% 7,403 $640K
Level Four Advisory Services, LLC 0.04% No change 7,242 $640K
NorthRock Partners, LLC 0.02% Reduce -5.6% 7,392 $639K
Community Bank, N.A. 0.08% Reduce -0.5% 7,381 $638K
Certuity, LLC 0.06% Reduce -18.1% 7,374 $638K
Schnieders Capital Management LLC 0.13% Reduce -2.5% 7,318 $633K
Towerpoint Wealth, LLC 0.32% Reduce -2.9% 7,311 $632K
Richardson Financial Services Inc. 0.45% Reduce -4.7% 7,305 $632K
Loudon Investment Management, LLC 0.36% No change 7,295 $631K
Wealthspire Retirement, LLC 0.05% Reduce -15.0% 7,278 $629K
Wealth Effects LLC 0.23% Reduce -0.1% 7,125 $616K
Centaurus Financial, Inc. 0.04% Reduce -28.9% 7,111 $615K
Optimist Retirement Group LLC 0.32% Add +1.2% 7,098 $614K
Gries Financial LLC 0.10% Add +8.7% 7,079 $612K
Bluesphere Advisors LLC 0.34% Reduce -3.6% 7,055 $610K
Raffa Wealth Management, LLC 0.18% Reduce -1.6% 7,035 $608K
Transform Wealth, LLC 0.06% Reduce -81.7% 7,001 $605K
Arrow Financial Corp 0.06% Add +21.7% 6,945 $601K
Private Trust Co. NA 0.06% Reduce -0.3% 6,939 $600K
Busey Bank 0.02% Add +24.0% 6,902 $597K
Lantern Wealth Advisors, LLC 0.42% Reduce -0.9% 6,879 $595K
Bank of Marin 0.52% Add +10.4% 6,855 $593K
First National Bank of Hutchinson 0.40% No change 6,840 $592K
DF Dent & Co. Inc. 0.01% No change 6,839 $591K
Founders Financial Securities LLC 0.06% Add +0.4% 6,808 $589K
Allen Investment Management, LLC 0.01% No change 6,781 $586K
Elk River Wealth Management LLC 0.12% Reduce -27.0% 6,778 $586K
Piscataqua Savings Bank 0.51% Reduce -1.5% 6,747 $583K
Auour Investments LLC 0.21% Add +13.8% 6,720 $581K
Heritage Wealth Advisors 0.03% No change 6,709 $580K
Edge Capital Group, LLC 0.03% Reduce -31.8% 6,673 $577K
Hilltop Holdings Inc. 0.06% Reduce -47.4% 6,671 $577K
Farrell Financial LLC 0.47% Reduce -8.1% 6,650 $575K
Essex Financial Services, Inc. 0.05% Reduce -12.2% 6,643 $575K
Exchange Bank 0.47% Reduce -1.8% 6,637 $574K
Afg Fiduciary Services Limited Partnership 0.42% Reduce -25.3% 6,672 $574K
Root Financial Partners, LLC 0.17% Add +0.3% 6,588 $570K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.5% 6,582 $569K
Daymark Wealth Partners, LLC 0.03% Reduce -7.4% 6,557 $567K
Cozad Asset Management Inc. 0.06% No change 6,540 $566K
Kingswood Wealth Advisors, LLC 0.07% Add +37.4% 6,527 $564K
Affiance Financial, LLC 0.15% Reduce -83.8% 6,504 $563K
Mutual Advisors, LLC 0.02% Add +7.0% 6,488 $561K
NWF Advisory Services Inc. 0.09% Add +49.0% 6,465 $559K
Flputnam Investment Management Co. 0.01% Reduce -37.5% 6,456 $558K
Libra Wealth LLC 0.24% Add +0.1% 6,422 $555K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.9% 6,416 $555K
Guidance Capital, Inc. 0.20% Reduce -33.8% 6,867 $552K
Lanark Financial, Inc. 0.05% Reduce -0.4% 6,337 $548K
Elevatus Welath Management 0.22% No change 6,333 $548K
Bradley Foster & Sargent Inc. 0.01% Add +15.6% 6,322 $547K
Signal Advisors Wealth, LLC 0.14% Add +1.0% 6,305 $545K
Upper Left Wealth Management, LLC 0.50% Reduce -7.5% 6,296 $544K
Farmers National Bank 0.16% Reduce -7.3% 6,285 $544K
Ironwood Investment Counsel, LLC 0.09% Reduce -2.5% 6,276 $543K
NCM Capital Management, LLC 0.30% Add +0.1% 6,274 $543K
Mason Investment Advisory Services, Inc. 0.04% Add +3.1% 6,249 $540K
Sachetta, LLC 0.26% No change 6,084 $538K
Heritage Trust Co 0.07% No change 6,214 $537K
Bryant Woods Investment Advisors, LLC 0.32% Reduce -26.6% 6,210 $537K
Savvy Advisors, Inc. 0.31% Reduce -6.9% 6,205 $537K
Logan Stone Capital, LLC 0.12% New 6,201 $536K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $536K
Bridges Investment Management Inc. 0.02% Reduce -55.4% 6,178 $534K
McClarren Financial Advisors, Inc. 0.38% Add +0.7% 6,169 $534K
Csenge Advisory Group 0.03% Reduce -3.9% 6,163 $533K
Vannoy Advisory Group, Inc. 0.42% Reduce -1.6% 6,160 $533K
American National Bank & Trust 0.07% Reduce -3.1% 6,144 $531K
Greenwich Wealth Management LLC 0.04% Add +0.9% 6,133 $530K
Lodestone Wealth Management LLC 0.28% Add +0.5% 6,104 $528K
Jump Financial, LLC 0.01% Reduce -51.5% 6,102 $528K
Private Client Services, LLC 0.35% Reduce -0.1% 6,082 $526K
Diligent Investors, LLC 0.13% Add +50.5% 6,067 $525K
Voya Financial Advisors, Inc. 0.06% Add +7.0% 6,105 $524K
Summit Financial Wealth Advisors, LLC 0.11% Add +34.9% 6,048 $523K
Trust Co. of Oklahoma 0.18% Reduce -7.0% 6,024 $521K
Vise Technologies, Inc. 0.10% Add +12.8% 6,024 $521K
Maripau Wealth Management LLC 0.39% Add +3.9% 6,014 $520K
O'ROURKE & COMPANY, Inc 0.30% Add +9.3% 6,011 $520K
Balyasny Asset Management L.P. 0.00% New 6,007 $519K
Wolverine Trading, LLC 0.01% New 6,001 $519K
Arbor Wealth Advisors LLC 0.49% No change 6,000 $519K
Natixis 0.00% Add +5.9% 5,988 $518K
O'shaughnessy Asset Management, LLC 0.01% Add +130.8% 5,982 $517K
Ascent Group, LLC 0.05% Reduce -8.4% 5,953 $515K
BIP Wealth, LLC 0.04% Reduce -16.2% 5,948 $514K
Patton Albertson Miller Group, LLC 0.08% Reduce -5.2% 5,937 $513K
Diversify Advisory Services, LLC 0.03% — 5,982 $509K
Howard Financial Services, LTD. 0.09% Add +0.8% 5,845 $505K
Werba Rubin Papier Wealth Management 0.15% Add +2.4% 5,824 $504K
Black Swift Group, LLC 0.13% Reduce -63.1% 5,775 $499K
S.A. Mason LLC 0.30% Add +0.5% 5,767 $499K
RS Crum Inc. 0.14% Reduce -3.8% 5,730 $496K
Goelzer Investment Management, Inc. 0.03% Reduce -12.4% 5,666 $490K
Mayport, LLC 0.19% Add +37.8% 5,657 $489K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Add +13.9% 5,660 $489K
Revisor Wealth Management LLC 0.22% New 5,571 $487K
WorthPointe, LLC 0.24% Add +137.5% 5,615 $486K
USA Financial Formulas 0.08% Reduce -12.1% 5,614 $485K
Elevation Wealth Partners, LLC 0.24% Reduce -1.1% 5,587 $484K
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 0.64% No change 5,560 $481K
Jmac Enterprises LLC 0.09% Reduce -1.5% 5,551 $480K
TFB Advisors LLC 0.17% Add +154.8% 6,026 $480K
Barrett & Company, Inc. 0.23% Add +0.1% 5,549 $480K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +39.8% 5,533 $479K
ICONIQ Capital, LLC 0.01% Reduce -33.5% 5,431 $470K
Boltwood Capital Management 0.15% No change 5,425 $469K
Highland Financial Advisors, LLC 0.19% Reduce -90.8% 5,419 $469K
LGT Financial Advisors LLC 0.54% Add +0.8% 5,419 $469K
Wiser Advisor Group LLC 0.73% Add +4.4% 5,384 $468K
WealthShield Partners, LLC 0.08% Reduce -26.6% 5,392 $466K
Inspire Advisors, LLC 0.06% Add +1.7% 5,375 $465K
Capital Advisors, Ltd. LLC 0.06% Reduce -22.0% 5,351 $463K
Jackson Creek Investment Advisors LLC 0.16% No change 5,336 $461K
FineMark National Bank & Trust 0.02% Reduce -27.3% 5,328 $461K
ROI Financial Advisors, LLC 0.36% Add +0.1% 5,317 $460K
Principal Securities, Inc. 0.01% Add +6.1% 5,306 $459K
Chatham Capital Group, Inc. 0.08% No change 5,295 $458K
Hoylecohen, LLC 0.03% No change 5,291 $458K
Brown Financial Advisory 0.36% Reduce -0.4% 5,288 $457K
SMART Wealth LLC 0.21% New 5,285 $457K
Strategic Financial Planning, Inc. 0.34% No change 5,265 $455K
Nikulski Financial, Inc. 0.15% Reduce -7.3% 5,252 $454K
Tompkins Financial Corp. 0.05% No change 5,243 $453K
Horan Securities, Inc. 0.21% Reduce -12.1% 5,240 $453K
Rehmann Capital Advisory Group 0.03% Reduce -13.0% 5,234 $453K
Eagle Bluffs Wealth Management LLC 0.28% Reduce -1.2% 5,226 $452K
Avalon Trust Co 0.04% No change 5,224 $452K
ProVise Management Group, LLC 0.04% Reduce -1.5% 5,197 $449K
Hexagon Capital Partners LLC 0.10% Add +4.4% 5,183 $448K
Westside Investment Management, Inc. 0.11% Add +5.0% 5,871 $447K
BlackRock Inc. 0.00% Add +9.2% 5,160 $446K
Waterloo Capital, L.P. 0.06% Reduce -27.8% 5,151 $445K
Platte River Wealth Advisors, LLC 0.13% Reduce -43.5% 5,126 $443K
Clear Rock Advisors, LLC 0.19% No change 5,117 $443K
Motco 0.03% Add +2.1% 5,117 $443K
Bray Capital Advisors 0.11% Add +5.1% 5,077 $439K
GFS Advisors, LLC 0.07% Add +1.2% 5,051 $437K
Anson Capital, Inc. 0.63% Reduce -11.2% 5,047 $436K
Kearns & Associates LLC 0.34% Reduce -7.4% 5,045 $436K
Canal Capital Management, LLC 0.07% Reduce -3.2% 5,033 $435K
Northwest Bancshares, Inc. 0.07% Reduce -6.1% 5,031 $435K
Lam Group, Inc. 0.35% Add +60.7% 5,030 $435K
Invictus Private Wealth, LLC 0.04% Reduce -11.1% 5,009 $433K
Edge Wealth Management LLC 0.09% No change 5,000 $432K
Sage Capital Management, LLC 0.23% Add +0.9% 4,978 $430K
Claro Advisors Inc. 0.07% Reduce -6.1% 4,974 $430K
Modern Wealth Management, LLC 0.04% Add +39.7% 4,954 $428K
Carmichael Hill & Associates, Inc. 0.18% Reduce -3.8% 4,945 $428K
Keystone Financial Planning, Inc. 0.14% No change 4,942 $427K
Windward Private Wealth Management Inc. 0.17% Reduce -5.5% 4,914 $425K
FirstPurpose Wealth LLC 0.15% Add +2.9% 5,144 $424K
Summit Financial, LLC 0.03% New 4,885 $422K
Cobblestone Capital Advisors LLC 0.03% No change 4,877 $422K
McNaughton Wealth Management, LLC 0.23% Reduce -11.3% 4,836 $418K
Morris Financial Concepts, Inc. 0.21% Add +0.3% 4,830 $418K
Wintrust Investments LLC 0.04% Reduce -1.6% 4,827 $417K
Wilson & Boucher Capital Management, LLC 0.33% No change 4,800 $415K
Merriman Wealth Management, LLC 0.02% Reduce -18.7% 4,794 $415K
Norris Perne & French LLP 0.03% Add +1.9% 4,790 $414K
Girard Partners LTD. 0.04% Reduce -55.9% 4,769 $412K
Patten Group, Inc. 0.10% Reduce -14.8% 4,761 $412K
Alexander Labrunerie & Co., Inc. 0.23% — 4,758 $411K
First International Bank & Trust 0.14% Add +1.7% 4,734 $409K
Resolute Advisors LLC 0.08% Add +0.3% 4,722 $408K
Davis R M Inc. 0.01% Reduce -3.1% 4,717 $408K
Perissos Private Wealth Management, LLC 0.37% — 4,695 $406K
Strategic Financial Concepts, LLC 0.10% New 4,683 $405K
Legacy PCG, LLC 0.25% Add +0.4% 4,656 $403K
Northern Capital Management, Inc. 0.28% Add +36.0% 4,623 $400K
Samalin Investment Counsel, LLC 0.19% Add +12.1% 4,605 $398K
Latitude Advisors, LLC 0.25% Add +2.1% 4,584 $396K
Wealth Architects, LLC 0.05% Reduce -16.6% 4,554 $394K
Activest Wealth Management 0.19% New 4,553 $394K
Prosperity Consulting Group, LLC 0.05% Reduce -31.6% 4,552 $394K
Earned Wealth Advisors, LLC 0.15% Add +4.4% 4,522 $391K
Boston Trust Walden Corp 0.00% No change 4,522 $391K
Hillcrest Wealth Advisors - NY, LLC 0.21% No change 4,500 $389K
Gryphon Financial Partners LLC 0.07% No change 4,500 $389K
Renaissance Technologies 0.00% New 4,500 $389K
Clark Asset Management, LLC 0.12% Add +84.7% 4,494 $389K
Angeles Wealth Management, LLC 0.04% Add +53.2% 4,459 $386K
Equita Financial Network, Inc. 0.17% Reduce -5.5% 4,439 $384K
W.H. Cornerstone Investments Inc. 0.28% Add +0.8% 4,418 $382K
Money Concepts Capital Corp. 0.04% Add +28.3% 4,410 $381K
Strategic Financial Partners, Ltd. 0.21% Add +8.8% 4,394 $380K
Garrison Point Advisors, LLC 0.24% No change 4,384 $379K
Mission Creek Capital Partners, Inc. 0.10% Add +0.3% 4,371 $378K
PCA Investment Advisory Services Inc. 0.21% Reduce -6.8% 4,366 $378K
Badgley Phelps Wealth Managers, LLC 0.01% Add +4.1% 4,361 $377K
Occidental Asset Management, LLC 0.07% No change 4,349 $376K
Professional Advisory Services Inc. 0.05% No change 4,336 $375K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -14.3% 4,334 $375K
Colonial Trust Co / SC 0.07% No change 4,312 $373K
Schneider Downs Wealth Management Advisors, LP 0.09% Add +0.6% 4,305 $372K
Davis Capital Management 0.33% Reduce -0.2% 4,375 $372K
Personal Cfo Solutions, LLC 0.06% Reduce -1.5% 4,295 $371K
HM Payson & Co. 0.01% Reduce -3.6% 4,289 $371K
Diversified Trust Co. 0.01% Add +32.0% 4,286 $371K
Fidelity D & D Bancorp Inc. 0.28% No change 4,270 $369K
Davidson Trust Co. 0.21% No change 4,256 $368K
Moloney Securities Asset Management, LLC 0.06% Add +2.3% 4,236 $366K
Watershed Private Wealth LLC 0.16% Reduce -56.7% 4,227 $366K
Indiana Trust & Investment Management Co 0.15% Add +4.3% 4,215 $365K
Forum Private Client Group LLC 0.18% Reduce -5.8% 4,210 $364K
XML Financial, LLC 0.04% Reduce -70.2% 4,209 $364K
Paces Ferry Wealth Advisors, LLC 0.23% Reduce -7.5% 4,203 $363K
Cedar Mountain Advisors, LLC 0.09% Reduce -0.1% 4,187 $362K
MontVue Capital Management, Inc. 0.32% Add +35.2% 4,180 $361K
Farmers Trust Co. 0.07% Reduce -1.4% 4,168 $360K
Trust Co. of Vermont 0.02% Reduce -9.7% 4,167 $360K
Beam Wealth Advisors, Inc. 0.22% Add +37.1% 4,155 $359K
Tactive Advisors, LLC 0.19% Reduce -1.6% 4,153 $359K
Peak Financial Management, Inc. 0.11% Add +10.8% 4,139 $358K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -1.0% 4,134 $357K
Perkins Coie Trust Co 0.08% No change 4,131 $357K
Inspirion Wealth Advisors, LLC 0.06% No change 4,130 $357K
BBR Partners, LLC 0.03% New 4,128 $357K
Berkeley Capital Partners, LLC 0.11% Reduce -8.6% 4,120 $356K
EverSource Wealth Advisors, LLC 0.03% Add +37.9% 4,462 $355K
SkyOak Wealth, LLC 0.08% No change 4,091 $354K
Objective Capital Management, LLC 0.24% Reduce -14.2% 4,088 $354K
Blueprint Investment Partners LLC 0.07% Reduce -2.0% 4,083 $353K
Monument Group Wealth Advisors, LLC 0.26% No change 4,083 $353K
Ignite Planners, LLC 0.10% Reduce -20.8% 4,119 $350K
Mosaic Financial Group, LLC 0.28% — 4,049 $350K
First National Trust Co 0.01% Add +5.9% 4,030 $349K
Marino, Stram & Associates LLC 0.08% No change 4,024 $348K
SteelPeak Wealth, LLC 0.02% Reduce -0.1% 4,023 $348K
Mendel Money Management 0.16% Reduce -19.7% 4,022 $348K
Financial Freedom, LLC 0.20% Reduce -28.8% 3,998 $346K
Fee-Only Financial Planning, L.C. 0.23% No change 3,986 $345K
Stablepoint Partners, LLC 0.07% Add +46.4% 3,984 $345K
Roger Wittlin Investment Advisory, LLC 0.24% Add +0.8% 3,950 $342K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -14.8% 3,940 $341K
Moseley Investment Management Inc. 0.17% Add +7.7% 3,935 $340K
Jupiter Wealth Management LLC 0.18% Reduce -1.4% 4,155 $338K
Orrstown Financial Services Inc. 0.19% New 3,911 $338K
Safeguard Financial, LLC 0.11% Reduce -32.0% 3,893 $337K
Ausdal Financial Partners, Inc. 0.04% Reduce -2.9% 3,890 $336K
Burney Co./ 0.01% Reduce -1.2% 3,886 $336K
Seascape Capital Management 0.12% No change 3,862 $334K
Capital City Trust Co. 0.09% Reduce -7.3% 3,853 $333K
Ledyard National Bank 0.03% No change 3,849 $333K
Hartline Investment Corp./ 0.06% New 3,846 $333K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -4.8% 3,846 $333K
Mattern Capital Management, LLC 0.04% No change 3,815 $330K
McNamara Financial Services, Inc. 0.07% Reduce -0.1% 3,808 $329K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -0.1% 3,777 $327K
Gold Investment Management Ltd. 0.13% Reduce -1.5% 3,771 $326K
Ironwood Financial, llc 0.07% No change 3,766 $326K
Bath Savings Trust Co 0.03% Reduce -11.4% 3,751 $324K
Valeo Financial Advisors, LLC 0.01% Reduce -6.9% 4,021 $324K
Charter Oak Capital Management, LLC 0.03% Add +29.8% 3,726 $322K
Wealthstream Advisors, Inc. 0.12% Add +2.5% 3,721 $322K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% No change 3,710 $321K
Petra Financial Advisors Inc. 0.24% No change 3,710 $321K
First County Bank 0.16% Reduce -23.2% 3,701 $320K
Meridian Investment Counsel Inc. 0.11% Reduce -2.4% 3,698 $320K
Channel Wealth LLC 0.13% Add +22.0% 3,692 $319K
Silverlake Wealth Management LLC 0.16% Reduce -7.2% 3,684 $319K
Ballast, Inc. 0.10% No change 3,650 $316K
Forza Wealth Management, LLC 0.16% No change 3,644 $315K
Walden Wealth Partners LLC 0.18% No change 3,762 $314K
Prosperity Planning, Inc. 0.15% Add +3.0% 3,623 $313K
Hilltop National Bank 0.11% — 3,616 $313K
Caldwell Trust Co 0.04% No change 3,613 $312K
TRUE Private Wealth Advisors 0.04% Reduce -38.3% 3,603 $312K
TD Capital Management LLC 0.03% Add +0.9% 3,592 $311K
Quadrant Private Wealth Management, LLC 0.08% Add +0.1% 3,584 $310K
McGlone Suttner Wealth Management, Inc. 0.06% Add +0.3% 3,574 $309K
Sheets Smith Wealth Management 0.03% Add +3.4% 3,572 $309K
Atwater Malick LLC 0.11% No change 3,555 $307K
Headinvest, LLC 0.06% Reduce -14.0% 3,540 $306K
Ground Swell Capital, LLC 0.32% New 3,531 $305K
Kirtland Hills Capital Management, LLC 0.26% — 3,743 $305K
Northwest Capital Management Inc 0.10% No change 3,524 $305K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 3,518 $304K
Arrowroot Family Office, LLC 0.19% Reduce -5.1% 3,512 $304K
Verity Asset Management, Inc. 0.17% Add +14.5% 3,506 $303K
Paulson Wealth Management Inc. 0.09% Add +2.0% 3,498 $302K
Embree Financial Group 0.06% New 3,488 $302K
Poehling Capital Management, INC. 0.08% Add +0.8% 3,482 $301K
Mechanics Bank Trust Department 0.04% Reduce -7.6% 3,480 $301K
Linscomb Wealth, Inc. 0.02% No change 3,467 $300K
Realta Investment Advisors 0.06% Add +30.8% 3,461 $299K
Tandem Capital Management Corp. 0.17% Reduce -16.6% 3,460 $299K
CGC Financial Services, LLC 0.16% No change 3,450 $298K
Gordian Advisors LLC 0.27% No change 3,449 $298K
Iron Horse Wealth Management, LLC 0.12% Reduce -25.7% 3,440 $297K
Stockman Wealth Management, Inc. 0.05% No change 3,432 $297K
Clarius Group, LLC 0.02% No change 3,431 $297K
PFG Advisors 0.02% Reduce -2.9% 3,430 $297K
Cassady Schiller Wealth Management, LLC 0.13% Reduce -1.2% 3,429 $297K
Insight Advisors, LLC/ PA 0.06% Add +0.9% 3,409 $295K
Spreng Capital Management, Inc. 0.16% Reduce -9.0% 3,395 $294K
RiverGlades Family Offices LLC 0.23% Reduce -3.0% 3,523 $293K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -21.8% 3,360 $291K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +0.0% 3,358 $290K
Cladis Investment Advisory, LLC 0.21% Add +49.0% 3,352 $290K
Pasadena Private Wealth, LLC 0.07% Add +7.0% 3,350 $290K
Jackson Thornton Wealth Management, LLC 0.05% No change 3,340 $289K
FreeGulliver LLC 0.26% No change 3,337 $289K
Synergy Financial Group, LTD 0.32% No change 3,332 $288K
McAdam, LLC 0.02% Reduce -2.9% 3,297 $285K
Unionview, LLC 0.24% Add +0.4% 3,288 $284K
Heritage Wealth Management, LLC 0.14% No change 3,286 $284K
Evolution Wealth Advisors, LLC 0.05% Reduce -94.9% 3,275 $283K
Cooper/Haims Advisors, LLC 0.16% Add +0.1% 3,255 $281K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -99.4% 3,255 $281K
AllSquare Wealth Management LLC 0.16% Reduce -2.7% 3,249 $281K
Quantinno Capital Management LP 0.01% New 3,236 $280K
&partners 0.04% Add +33.6% 3,230 $279K
Cadent Capital Advisors, LLC 0.11% Reduce -16.9% 3,229 $279K
Life Planning Partners, Inc 0.28% Add +34.3% 3,207 $277K
Paladin Advisory Group, LLC 0.22% Add +0.5% 3,257 $277K
RFP Financial Group LLC 0.11% Add +0.7% 3,200 $277K
Horan Capital Advisors, LLC. 0.10% Reduce -5.9% 3,198 $277K
Granite FO LLC 0.16% No change 2,924 $276K
Keystone Financial Group 0.04% Reduce -1.1% 3,187 $276K
First Manhattan Co. Llc. 0.00% Add +118.6% 3,176 $275K
Brookmont Capital Management 0.14% Reduce -13.6% 3,167 $274K
Capital Investment Counsel, LLC 0.06% New 3,165 $274K
Colony Family Offices, LLC 0.09% No change 3,159 $273K
Bar Harbor Wealth Management 0.02% No change 3,151 $272K
Birchcreek Wealth Management, LLC 0.14% Reduce -0.5% 3,144 $272K
RDA Financial Network 0.09% Reduce -8.5% 3,137 $271K
Asset Dedication, LLC 0.02% Add +5.2% 3,092 $271K
Ami Investment Management Inc. 0.10% No change 3,127 $270K
Sage Rhino Capital LLC 0.06% No change 3,123 $270K
Anchor Capital Advisors LLC 0.01% Reduce -82.6% 3,120 $270K
German American Bancorp, Inc. 0.03% No change 3,109 $269K
Total Clarity Wealth Management, Inc. 0.09% Reduce -17.6% 3,091 $267K
Panoramic Investment Advisors, LLC 0.20% Add +0.3% 3,086 $267K
Mine & Arao Wealth Creation & Management, LLC. 0.13% Reduce -3.0% 3,080 $266K
ETF Store, Inc. 0.15% Add +13.7% 3,051 $264K
Castle Rock Wealth Management, LLC 0.07% Reduce -0.8% 3,302 $263K
Griffin Asset Management, Inc. 0.03% Add +0.5% 3,039 $263K
American Money Management, LLC 0.05% Reduce -2.0% 3,036 $263K
Cowa, LLC 0.15% Reduce -16.5% 3,017 $261K
Transatlantique Private Wealth LLC 0.11% No change 3,000 $259K
Lincoln Capital LLC 0.06% No change 3,000 $259K
Walleye Capital LLC 0.00% New 3,000 $259K
GAMCO Investors 0.00% No change 3,000 $259K
Landmark Wealth Management, LLC 0.12% Reduce -2.4% 2,997 $259K
Allianz SE 0.01% — 2,988 $258K
Red Lighthouse Investment Management, LLC 0.10% No change 2,984 $258K
Blossom Wealth Management 0.62% Add +4.2% 2,971 $257K
Great Valley Advisor Group, Inc. 0.01% Reduce -62.4% 2,971 $257K
Morton Brown Family Wealth, LLC 0.11% Reduce -13.8% 2,963 $256K
Kendall Capital Management 0.09% No change 2,961 $256K
Stratos Investment Management, LLC 0.02% Reduce -10.8% 2,939 $254K
Aptus Capital Advisors, LLC 0.01% Add +14.4% 2,930 $253K
Cranbrook Wealth Management, LLC 0.06% Reduce -7.1% 2,922 $253K
Icon Wealth Advisors, LLC 0.02% No change 2,919 $252K
Harbour Capital Advisors, LLC 0.06% No change 3,000 $252K
LaSalle St. Investment Advisors, LLC 0.14% Add +0.8% 2,846 $250K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.6% 2,887 $250K
Columbia Bank 0.10% — 2,872 $248K
Ardent Capital Management, Inc. 0.12% No change 2,871 $248K
IVC Wealth Advisors LLC 0.14% Reduce -1.0% 2,862 $248K
Plum Street Advisors, LLC 0.13% New 2,534 $247K
Compass Financial Group, INC 0.06% Reduce -3.7% 2,853 $247K
Aua Capital Management, LLC 0.14% Reduce -17.3% 2,845 $246K
Meridian Management Co. 0.07% Add +0.0% 2,840 $246K
BLB&B Advisors, LLC 0.01% Add +7.4% 2,840 $246K
Ade, LLC 0.16% Reduce -2.7% 2,839 $246K
Lokken Investment Group LLC 0.12% Reduce -35.1% 2,824 $244K
Oceanside Advisors LLC 0.20% Add +7.2% 2,823 $244K
Alexander Randolph Advisory, Inc. 0.21% Add +5.3% 2,821 $244K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -52.7% 2,813 $243K
HBK Sorce Advisory LLC 0.01% New 2,794 $242K
Trust Point Inc. 0.02% No change 2,779 $240K
Clear Creek Financial Management, LLC 0.03% Reduce -24.0% 2,779 $240K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.5% 2,777 $240K
Knollwood Investment Advisory, LLC 0.04% No change 2,767 $239K
E&G Advisors, LLC 0.07% No change 2,750 $238K
Melfa Wealth Management, Inc. 0.17% New 2,749 $238K
Bensler, LLC 0.03% Add +0.2% 2,724 $236K
Capasso Planning Partners LLC 0.10% Reduce -6.4% 2,715 $235K
Aviso Wealth Management 0.15% Add +10.2% 2,711 $234K
Drive Wealth Management, LLC 0.07% Reduce -2.0% 2,703 $234K
Center for Financial Planning, Inc. 0.03% Add +11.5% 2,703 $234K
Chesley Taft & Associates LLC 0.01% No change 2,703 $234K
Old Port Advisors 0.07% Reduce -6.3% 2,697 $233K
MorganRosel Wealth Management, LLC 0.08% Reduce -6.0% 2,692 $233K
Beacon Financial Group 0.03% Reduce -2.8% 2,677 $232K
Aprio Wealth Management, LLC 0.05% New 2,674 $231K
Glassman Wealth Services 0.05% Reduce -14.8% 2,673 $231K
Jones Financial Companies LLLP 0.00% Add +14.1% 2,667 $231K
PAX Financial Group, LLC 0.05% Add +1.3% 2,665 $230K
Abacus Wealth Partners, LLC 0.04% Add +2.3% 2,659 $230K
Old North State Trust, LLC 0.19% — 2,645 $229K
Sprinkle Financial Consultants LLC 0.20% Add +0.9% 2,647 $229K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -52.9% 2,638 $228K
SC&H Financial Advisors, Inc. 0.06% Reduce -1.8% 2,627 $227K
Atlantic Edge Private Wealth Management, LLC 0.08% Add +0.2% 2,623 $227K
Harbour Trust & Investment Management Co 0.03% Add +1.7% 2,620 $227K
Wealthspan Partners, LLC 0.13% Reduce -24.1% 2,605 $225K
St Germain D J Co. Inc. 0.01% Reduce -7.3% 2,599 $225K
Sonora Investment Management Group, LLC 0.02% New 2,592 $224K
Westmount Partners, LLC 0.08% Add +1.2% 2,590 $224K
Smith & Howard Wealth Management, LLC 0.07% No change 2,589 $224K
Cornerstone Advisors Asset Management, LLC 0.08% Add +0.8% 2,589 $224K
Keudell/Morrison Wealth Management 0.07% New 2,581 $223K
LJI Wealth Management, LLC 0.06% Add +2.5% 2,577 $223K
RBA Wealth Management, LLC 0.09% Add +8.2% 2,575 $223K
Scotia Capital Inc. 0.00% New 2,575 $223K
Kraft Asset Management, LLC 0.18% Reduce -3.9% 2,573 $223K
Romano Brothers and Company 0.03% Add +6.0% 2,562 $222K
Strategic Wealth Partners, Ltd. 0.02% Add +4.3% 2,543 $220K
Guidance Point Advisors, LLC 0.07% Reduce -31.8% 2,517 $218K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -28.2% 2,503 $216K
Blankinship & Foster, LLC 0.06% Reduce -5.8% 2,501 $216K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 2,500 $216K
Courier Capital LLC 0.02% No change 2,500 $216K
Cascade Investment Group, Inc. 0.16% New 2,497 $216K
World Equity Group, Inc. 0.04% No change 2,482 $215K
Aspen Grove Capital, LLC 0.06% New 2,480 $214K
Facet Wealth, Inc. 0.01% New 2,616 $213K
Citizens National Bank Trust Department 0.05% Add +10.3% 2,460 $213K
Grey Ledge Advisors, LLC 0.06% Reduce -37.0% 2,453 $212K
Perennial Investment Advisors, LLC 0.03% Reduce -19.1% 2,447 $211K
Oak Asset Management, LLC 0.08% No change 2,423 $210K
Valley National Advisers Inc. 0.03% No change 2,423 $209K
TD Waterhouse Canada Inc. 0.00% Add +16.8% 2,418 $209K
Summit Trail Advisors, LLC 0.01% Add +4.4% 2,408 $208K
Obsidian Cio, LLC 0.05% Add +5.5% 2,400 $208K
Element Wealth, LLC 0.12% No change 2,383 $206K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 2,570 $206K
Avantax Planning Partners, Inc. 0.01% Reduce -41.5% 2,375 $205K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -9.2% 2,375 $205K
Armstrong Advisory Group, Inc. 0.02% No change 2,324 $205K
HBC Financial Services, PLLC 0.14% Reduce -15.0% 2,585 $205K
Discipline Wealth Solutions, LLC 0.19% Reduce -43.4% 2,410 $205K
Pillar Wealth Advisors, LLC 0.15% Add +0.6% 2,366 $205K
Cannon Financial Strategists, Inc. 0.04% Reduce -13.9% 2,361 $204K
Covestor Ltd 0.13% Reduce -1.3% 2,352 $203K
Wilmington Savings Fund Society, FSB 0.01% — 2,318 $200K
Lowe Wealth Advisors, LLC 0.09% Add +25.5% 2,266 $196K
Operose Advisors LLC 0.07% No change 2,240 $194K
Fairman Group, LLC 0.18% Add +17.2% 2,238 $194K
Macroview Investment Management LLC 0.21% Add +8.7% 2,229 $193K
AlphaMark Advisors, LLC 0.07% Reduce -58.2% 2,175 $188K
Opal Wealth Advisors, LLC 0.06% Reduce -9.5% 2,163 $187K
SJS Investment Consulting Inc. 0.04% No change 2,122 $184K
Salomon & Ludwin, LLC 0.02% Add +11.1% 2,116 $183K
SouthState Bank Corp 0.01% Reduce -18.1% 2,096 $181K
AlphaCentric Advisors LLC 0.11% Reduce -5.0% 2,083 $180K
Dynamic Wealth Strategies, LLC 0.15% Reduce -2.7% 2,071 $179K
Fernwood Investment Management, LLC 0.05% Reduce -28.5% 2,058 $178K
Foster Dykema Cabot & Partners, LLC 0.02% Add +399.3% 2,052 $177K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,051 $176K
Ballast Advisors LLC 0.06% Add +6.0% 2,015 $174K
Empirical Asset Management, LLC 0.08% New 36,505 $174K
Moser Wealth Advisors, LLC 0.10% No change 2,000 $173K
Castleview Partners, LLC 0.10% Add +412.1% 1,997 $173K
Abich Financial Wealth Management LLC 0.13% Add +187.1% 1,995 $173K
Archer Investment Corp 0.05% Add +0.1% 1,942 $168K
MGB Wealth Management, LLC 0.07% Add +2.1% 1,925 $166K
Alaska Wealth Advisors, LLC 0.03% Reduce -7.8% 1,924 $166K
Horizon Bancorp Inc. 0.08% Add +6.8% 1,889 $163K
Rosenberg Matthew Hamilton 0.05% Reduce -13.0% 1,910 $162K
JNBA Financial Advisors 0.02% Reduce -98.9% 1,857 $161K
Headlands Technologies LLC 0.04% New 1,846 $160K
Valued Wealth Advisors LLC 0.11% Add +128.1% 1,820 $157K
Guardian Wealth Advisors, LLC / NC 0.02% No change 1,670 $144K
Deutsche Bank AG 0.00% Reduce -13.0% 1,605 $139K
Oakworth Capital, Inc. 0.01% No change 1,594 $138K
MCF Advisors LLC 0.01% Reduce -0.4% 1,588 $137K
AdvisorNet Financial, Inc 0.01% Add +60.8% 1,571 $136K
Rise Advisors, LLC 0.07% Add +0.9% 1,532 $133K
Toth Financial Advisory Corp. 0.02% Reduce -13.0% 1,525 $132K
Resources Management Corp. /CT/ 0.02% Reduce -5.3% 1,509 $130K
Pingora Partners LLC 0.09% No change 1,500 $130K
Annapolis Financial Services, LLC 0.04% Reduce -91.7% 1,459 $126K
Cape Investment Advisory, Inc. 0.06% Add +193.4% 1,414 $122K
Tyler-Stone Wealth Management 0.05% Reduce -7.1% 1,406 $122K
Integrity Financial Corp 0.08% Reduce -22.8% 1,389 $120K
Hanson & Doremus Investment Management 0.02% Add +1.3% 1,374 $119K
Creative Financial Designs Inc. 0.01% Reduce -0.2% 1,326 $115K
Tsfg, LLC 0.03% Reduce -38.2% 1,309 $113K
Aspect Partners, LLC 0.09% Add +21.0% 1,295 $112K
Howe & Rusling Inc. 0.01% Reduce -22.8% 1,255 $109K
Armor Investment Advisors, LLC 0.05% Reduce -25.3% 1,237 $107K
Standard Family Office LLC 0.14% New 1,232 $107K
GeoWealth Management, LLC 0.00% Add +5.3% 1,222 $106K
Janiczek Wealth Management, LLC 0.02% Add +485.4% 1,206 $104K
Old Second National Bank of Aurora 0.03% Reduce -17.7% 1,170 $101K
Morling Financial Advisors, LLC 0.06% Add +0.9% 1,148 $99K
Frazier Financial Advisors, LLC 0.08% Add +0.8% 1,119 $97K
Knights of Columbus Asset Advisors LLC 0.01% Add +7.5% 1,118 $97K
Versant Capital Management, Inc 0.03% Add +1426.0% 1,114 $96K
Union Savings Bank 0.05% No change 1,100 $95K
Bellevue Asset Management, LLC 0.05% No change 1,066 $92K
Retirement Group, LLC 0.03% Reduce -22.6% 1,060 $92K
Main Street Group, LTD 0.04% Reduce -2.8% 1,069 $91K
Garland Capital Management Inc. 0.06% No change 1,049 $91K
Signaturefd, LLC 0.00% Reduce -33.7% 1,049 $91K
Wetzel Investment Advisors, Inc. 0.05% Add +24.0% 1,131 $89K
ICA Group Wealth Management, LLC 0.02% Add +1.7% 1,008 $87K
Pacifica Partners Inc. 0.04% Reduce -12.0% 1,018 $85K
Zions Bancorporation, N.A. 0.01% Reduce -95.0% 985 $85K
City State Bank 0.04% No change 985 $85K
Elgethun Capital Management 0.02% Add +0.3% 964 $83K
Financial Gravity Asset Management, Inc. 0.02% Reduce -63.6% 918 $81K
ESL Trust Services, LLC 0.02% New 931 $81K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +3.6% 926 $80K
Northwest Bank & Trust Co 0.07% No change 985 $78K
Bromfield Sneider Wealth Advisors 0.05% No change 907 $78K
Cambridge Trust Co. 0.00% Add +22.5% 883 $76K
Jackson Hole Capital Partners, LLC 0.02% Add +0.2% 877 $76K
Norwood Financial Corp 0.11% No change 869 $75K
Washington Trust Advisors, Inc. 0.01% Add +0.5% 865 $75K
Mascoma Wealth Management LLC 0.02% Reduce -10.5% 850 $74K
EPG Wealth Management LLC 0.02% Add +0.4% 842 $73K
Fortitude Family Office, LLC 0.05% Add +0.8% 790 $68K
Capital Investment Advisory Services, LLC 0.01% Reduce -0.4% 784 $68K
Family Asset Management, LLC 0.04% Reduce -0.4% 775 $67K
Hazlett, Burt & Watson, Inc. 0.04% Add +103.0% 757 $66K
Laurel Wealth Advisors LLC 0.01% Add +48.2% 738 $64K
CNB Bank 0.03% Reduce -4.8% 693 $60K
FSA Wealth Management LLC 0.03% Reduce -4.4% 667 $58K
Sittner & Nelson, LLC 0.03% No change 666 $58K
Founders Financial Alliance, LLC 0.02% Reduce -32.8% 651 $56K
Princeton Global Asset Management LLC 0.01% Reduce -26.1% 643 $56K
Koesten, Hirschmann & Crabtree, INC. 0.04% Reduce -1.7% 640 $55K
Balentine LLC 0.00% New 639 $55K
Cedar Wealth Management, LLC 0.02% Reduce -1.9% 638 $55K
Boyd Watterson Asset Management LLC 0.02% No change 634 $55K
Missouri Trust & Investment Co 0.02% Add +0.6% 629 $54K
Gradient Investments LLC 0.00% Reduce -33.5% 618 $53K
Woodmont Investment Counsel LLC 0.00% New 600 $52K
Park Place Capital Corp 0.02% Reduce -17.7% 596 $52K
Stephens Consulting, LLC 0.02% Reduce -10.1% 589 $51K
FinTrust Capital Advisors, LLC 0.01% Add +30.0% 585 $51K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $50K
Sugarloaf Wealth Management, LLC 0.01% Add +0.7% 558 $48K
LifeSteps Financial, Inc. 0.04% New 542 $47K
Richard W. Paul & Associates, LLC 0.02% Reduce -1.7% 530 $46K
Founders Capital Management 0.03% Reduce -47.5% 525 $45K
Tidemark, LLC 0.03% Add +0.4% 520 $45K
Bogart Wealth, LLC 0.00% Reduce -12.8% 516 $45K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +25.4% 513 $44K
Federation des caisses Desjardins du Quebec 0.00% Reduce -29.6% 500 $43K
Plante Moran Financial Advisors, LLC 0.00% Add +700.0% 496 $43K
Smartleaf Asset Management LLC 0.01% Reduce -6.2% 497 $43K
Ransom Advisory, Ltd 0.02% — 454 $39K
Private Capital Management LLC 0.01% Reduce -52.2% 454 $39K
Creekmur Asset Management LLC 0.01% Add +0.9% 453 $39K
Wagner Wealth Management, LLC 0.01% Add +0.7% 451 $39K
VitalStone Financial, LLC 0.03% Reduce -11.2% 446 $39K
Cetera Trust Company, N.A 0.02% No change 450 $39K
Chesapeake Asset Management LLC 0.04% Add +138.5% 446 $39K
Baldwin Wealth Partners LLC 0.00% No change 444 $38K
Beacon Capital Management, LLC 0.01% Reduce -8.9% 440 $38K
Planning Capital Management Corp 0.03% Reduce -16.4% 440 $38K
Investors Research Corp 0.01% Add +19.9% 439 $38K
GHP Investment Advisors, Inc. 0.00% No change 435 $38K
Palisade Asset Management, LLC 0.00% New 432 $37K
Kelly Financial Services LLC 0.01% Reduce -0.7% 425 $37K
Kathleen S. Wright Associates Inc. 0.02% No change 400 $35K
Albion Financial Group 0.00% No change 395 $34K
Eukles Asset Management 0.01% Reduce -31.6% 389 $34K
Lindbrook Capital, LLC 0.00% Reduce -82.5% 387 $33K
Pineridge Advisors LLC 0.01% No change 371 $32K
Pflug Koory, LLC 0.00% Reduce -15.1% 354 $31K
Silicon Valley Capital Partners 0.00% Add +0.9% 348 $30K
Joseph Group Capital Management 0.01% Add +282.8% 333 $29K
West Branch Capital LLC 0.01% No change 330 $29K
Pathway Financial Advisers, LLC 0.01% Reduce -11.4% 320 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 319 $28K
Colonial Trust Advisors 0.00% Reduce -13.6% 312 $27K
Sunbelt Securities, Inc. 0.00% Reduce -0.9% 312 $27K
Allspring Global Investments Holdings, LLC 0.00% No change 307 $27K
GW&K Investment Management, LLC 0.00% No change 300 $26K
Adirondack Trust Co. 0.01% Reduce -14.3% 300 $26K
Optimum Investment Advisors 0.01% No change 295 $26K
Cullen/Frost Bankers, Inc. 0.00% No change 288 $25K
PSI Advisors, LLC 0.01% No change 287 $25K
Cornerstone Planning Group LLC 0.01% Reduce -0.7% 289 $23K
Townsend Asset Management Corp. /NC/ 0.01% No change 257 $22K
TruNorth Capital Management, LLC 0.01% — 255 $22K
Evermay Wealth Management LLC 0.00% Add +143.0% 243 $21K
Brown, Lisle/Cummings, Inc. 0.01% No change 234 $20K
Aspire Private Capital, LLC 0.01% No change 234 $20K
Bare Financial Services, Inc 0.02% New 248 $20K
SOA Wealth Advisors, LLC. 0.00% Add +1235.3% 227 $20K
MTM Investment Management, LLC 0.01% No change 225 $19K
Van Den Berg Management I, Inc. 0.01% No change 220 $19K
Rain Capital Management, LLC 0.01% Reduce -57.4% 214 $19K
GAMMA Investing LLC 0.00% Reduce -0.5% 211 $18K
Financial Connections Group, Inc. 0.02% New 200 $18K
Islay Capital Management, LLC 0.01% Reduce -73.9% 208 $18K
Logan Capital Management Inc. 0.00% Add +1.0% 204 $18K
Legacy Bridge, LLC 0.01% Add +148.8% 204 $18K
Solstein Capital, LLC 0.01% Reduce -64.6% 200 $17K
General Partner, Inc. 0.01% Reduce -97.6% 200 $17K
Dakota Community Bank & Trust NA 0.09% No change 199 $17K
Hantz Financial Services, Inc. 0.00% New 195 $17K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 199 $17K
Gables Capital Management Inc. 0.01% No change 193 $17K
Register Financial Advisors LLC 0.01% Reduce -20.6% 193 $17K
Atlas Capital Advisors Inc. 0.00% Add +14.3% 184 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 177 $15K
Ulland Investment Advisors, LLC 0.01% No change 170 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $15K
Global Assets Advisory, LLC 0.01% New 174 $15K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 167 $14K
Syntrinsic LLC 0.00% Reduce -10.3% 157 $14K
Arvest Investments, Inc. 0.00% No change 151 $13K
Dagco, Inc. 0.01% Reduce -93.0% 150 $13K
Global Wealth Strategies & Associates 0.00% New 150 $13K
Tower View Wealth Management LLC 0.01% Reduce -68.7% 142 $12K
SRH Advisors, LLC 0.00% No change 134 $12K
Tucker Asset Management LLC 0.00% Reduce -21.3% 133 $12K
Belmont Capital, LLC 0.00% No change 130 $11K
Capital Investment Counsel, Inc 0.00% No change 130 $11K
Delta Asset Management LLC 0.00% Add +0.8% 121 $10K
NFSG Corp 0.00% Reduce -68.3% 119 $10K
Western Pacific Wealth Management, LP 0.01% New 118 $10K
Global Financial Private Client, LLC 0.00% No change 119 $10K
Bollard Group LLC 0.00% Add +0.9% 117 $10K
Friedenthal Financial 0.01% Reduce -13.0% 114 $10K
Spectrum Wealth Counsel, LLC 0.00% New 112 $10K
Signature Resources Capital Management, LLC 0.01% No change 108 $10K
Front Row Advisors LLC 0.00% New 107 $9K
Aspire Wealth Management Corp 0.01% Add +1.0% 105 $9K
First Pacific Financial 0.00% Add +117.4% 100 $9K
Emfo, LLC 0.01% No change 94 $8K
Coston, McIsaac & Partners 0.00% Reduce -54.0% 97 $8K
Kiely Wealth Advisory Group, Inc. 0.00% No change 92 $7K
GPS Wealth Strategies Group, LLC 0.00% Add +1.3% 81 $7K
Rogco, LP 0.00% No change 72 $6K
Halpern Financial, Inc. 0.00% Reduce -80.6% 74 $6K
True Wealth Design, LLC 0.00% New 70 $6K
SYM FINANCIAL Corp 0.00% New 59 $5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 62 $5K
Robinswood Financial LLC 0.00% No change 51 $4K
Byrne Asset Management LLC 0.00% Reduce -50.0% 50 $4K
IAG Wealth Partners, LLC 0.00% Reduce -84.8% 49 $4K
Concord Wealth Partners 0.00% Reduce -9.3% 49 $4K
Russell Investments Group, Ltd. 0.00% Add +1100.0% 48 $4K
Vima LLC 0.00% No change 50 $4K
GoalVest Advisory LLC 0.00% Reduce -98.0% 44 $4K
GS Investments, Inc. 0.00% No change 43 $4K
Mendota Financial Group, LLC 0.00% No change 41 $4K
Christopher J. Hasenberg, Inc 0.00% New 37 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
MeadowBrook Investment Advisors LLC 0.00% No change 33 $3K
Blue Bell Private Wealth Management, LLC 0.00% Add +34.8% 31 $3K
Heck Capital Advisors, LLC 0.00% No change 31 $3K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -21.1% 30 $3K
Providence Capital Advisors, LLC 0.00% No change 28 $2K
Evolution Advisers, Inc. 0.00% No change 20 $2K
Financial Management Professionals, Inc. 0.00% Reduce -60.0% 20 $2K
REAP Financial Group, LLC 0.00% No change 23 $2K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -31.0% 20 $2K
Macquarie Group Ltd. 0.00% Reduce -79.1% 18,202 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 18 $2K
Brown Brothers Harriman & Co. 0.00% Reduce -98.8% 16 $1K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Allianz Asset Management GmbH 0.00% Add +15.4% 15 $1K
Institutional & Family Asset Management, LLC 0.00% No change 13 $1K
Central Pacific Bank - Trust Division 0.00% — 12 $1K
Northwest Investment Counselors, LLC 0.00% New 9 $739
Addison Advisors LLC 0.00% Add +50.0% 6 $547
WR Wealth Planners, LLC 0.00% New 2 $173
West Oak Capital, LLC 0.00% No change 1 $0

"% of holder's portfolio" is VNQ's weight in each manager's 13F, not the share of Vanguard Real Estate ETF the manager owns.