Vanguard Real Estate ETFVNQETF

13F holders, Q2 2024 (June 30)
1,585holders −45
66new positions
116sold out
4famous investors
$83.46avg. 13F price*

At the end of Q2 2024, 1,585 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, down 45 from Q1 2024. 66 opened new positions and 116 sold out. The largest holders were Creative Planning ($1.5B), Morgan Stanley ($1.0B) and Empower Advisory Group, LLC ($946.3M). 4 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 → Q2 2024

InstitutionsTotal Value
New Positions66$99.2M
Exits116$351.7M

All 13F filers, Q1 2024 → Q2 2024: 11,467,308 shares bought and 19,299,457 shares sold, net −7,832,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,585 holders

Creative Planning 1.56% Reduce -2.4% 17,400,782 $1.5B
Morgan Stanley 0.08% Reduce -3.1% 11,971,629 $1.0B
Empower Advisory Group, LLC 3.51% Add +5.4% 11,297,708 $946.3M
Bank of America Corp. 0.09% Reduce -5.2% 10,728,124 $898.6M
JPMorgan Chase & Co. 0.07% Reduce -7.0% 9,715,951 $813.8M
Wealthfront Advisers LLC 2.35% Add +5.1% 8,344,992 $699.0M
Northwestern Mutual Wealth Management Co. 0.66% Add +7.0% 7,994,347 $669.7M
Goldman Sachs Group Inc. 0.13% Reduce -4.1% 7,842,849 $656.9M
US Bancorp \de 0.57% Reduce -7.7% 4,956,247 $415.1M
Prudential Financial Inc. 0.61% Add +8.9% 4,827,009 $404.3M
Wells Fargo & Company 0.10% Reduce -14.7% 4,621,981 $387.1M
Financial Engines Advisors L.L.C. 0.66% Add +0.9% 3,492,122 $296.1M
Envestnet Asset Management Inc. 0.09% Reduce -1.1% 2,948,596 $247.0M
Caisse de depot et placement du Quebec 0.58% Reduce -38.5% 2,841,900 $238.0M
Charles Schwab Investment Management Inc. 0.04% Add +5.5% 2,670,618 $223.7M
Axiom Advisory, LLC 2.34% Add +6420.5% 2,604,558 $215.1M
State of Tennessee, Department of Treasury 0.78% Add +2.1% 2,518,951 $211.0M
Bank of New York Mellon Corp 0.04% Add +0.5% 2,239,091 $187.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 20.58% Reduce -36.7% 2,084,929 $174.6M
Royal Bank of Canada 0.04% Add +11.4% 2,056,589 $172.3M
Fifth Third Bancorp 0.58% Reduce -7.2% 1,827,634 $153.1M
Mariner, LLC 0.30% Reduce -2.4% 1,824,972 $152.9M
Beacon Capital Management, Inc. 6.48% Reduce -3.3% 1,796,703 $150.5M
UBS Group AG 0.04% Add +7.6% 1,749,962 $146.6M
Manufacturers Life Insurance Company, The 0.13% Add +2.7% 1,703,245 $142.9M
Pure Financial Advisors, LLC 3.68% Add +7.3% 1,583,615 $132.6M
LPL Financial LLC 0.06% Add +4.3% 1,506,914 $126.2M
PNC Financial Services Group, Inc. 0.08% Reduce -25.7% 1,400,843 $117.3M
Cetera Investment Advisers 0.25% Reduce -5.0% 1,299,845 $108.9M
Gibson Capital, LLC 23.44% Add +3.3% 1,267,250 $106.1M
Vanderbilt University 21.20% Reduce -6.8% 1,208,390 $101.2M
Vista Capital Partners, Inc. 12.55% Add +3.5% 1,208,031 $101.2M
Millburn Ridgefield LLC 2.67% Add +11.5% 1,196,517 $100.2M
Catalyst Capital Advisors LLC 2.31% Add +11.5% 1,196,517 $100.2M
Ballentine Partners, LLC 1.77% Add +4.3% 1,145,157 $95.9M
Ameriprise Financial Inc. 0.02% Add +0.6% 1,003,504 $84.0M
Corient Private Wealth LP 0.14% Add +1.1% 979,018 $82.0M
Rebalance, LLC 6.17% Add +8.1% 915,941 $76.7M
BNP Paribas Financial Markets 0.08% Reduce -26.4% 914,318 $76.6M
United Capital Financial Advisors, LLC 0.65% Add +1.9% 905,520 $75.8M
Glenmede Trust Co. NA 0.37% Reduce -36.6% 876,700 $73.4M
Envestnet Portfolio Solutions, Inc. 0.25% Add +2.9% 849,047 $71.1M
Assetmark, Inc. 0.21% Add +6.4% 815,855 $68.3M
State of New Jersey Common Pension Fund D 0.30% Reduce -32.4% 811,487 $68.0M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -0.1% 809,303 $67.8M
Cerity Partners LLC 0.18% Add +11.2% 808,792 $67.8M
Sand Hill Global Advisors, LLC 3.06% Add +3.5% 804,436 $67.4M
HighTower Advisors, LLC 0.10% Reduce -3.5% 796,548 $66.7M
Avantax Advisory Services, Inc. 0.47% Add +5.5% 794,244 $66.5M
Seven Post Investment Office LP 12.16% Reduce -0.1% 783,594 $65.6M
Osaic Holdings, Inc. 0.15% Reduce -14.4% 766,897 $64.2M
Commonwealth Equity Services, LLC 0.10% Add +1.3% 766,383 $64.2M
First Citizens Bank & Trust Co. 1.15% Add +4.0% 725,566 $60.8M
Pathstone Holdings, LLC 0.26% Add +87.3% 675,465 $56.6M
RTD Financial Advisors, Inc. 7.55% Reduce -3.4% 670,640 $56.2M
Principal Financial Group Inc. 0.03% Reduce -17.9% 662,840 $55.5M
LifeGuide Financial Advisors, LLC 26.36% Add +4.4% 647,826 $54.3M
1832 Asset Management L.P. 0.10% Reduce -21.7% 644,617 $54.0M
Barclays PLC 0.02% Add +70.3% 602,375 $50.5M
Stifel Financial Corp. 0.06% Add +6.6% 595,609 $49.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.49% Reduce -4.8% 588,145 $49.3M
Financial Counselors Inc. 0.78% Add +0.5% 580,708 $48.6M
Sumitomo Life Insurance Co. 1.08% No change 556,530 $46.6M
Efficient Advisors, LLC 2.93% Add +7.0% 538,671 $45.1M
Passive Capital Management, LLC. 16.69% Reduce -0.0% 536,901 $45.0M
First Command Advisory Services, Inc. 0.45% Reduce -2.3% 521,141 $43.7M
D. E. Shaw & Co. 0.07% Add +47.2% 517,878 $43.4M
Citizens Financial Group Inc. 0.96% Add +2.0% 511,508 $43.2M
Moneta Group Investment Advisors LLC 0.67% Reduce -28.2% 501,709 $42.0M
Citigroup Inc. 0.04% Reduce -10.7% 496,445 $41.6M
Rockefeller Capital Management L.P. 0.11% Add +1.6% 469,478 $39.3M
First Financial Bankshares Inc 0.89% Add +0.7% 465,575 $39.0M
M&T Bank Corp 0.12% Reduce -4.0% 434,679 $36.4M
Raymond James & Associates 0.02% Reduce -1.3% 425,436 $35.6M
Prime Capital Investment Advisors, LLC 0.50% Reduce -6.7% 403,847 $33.8M
Osborne Partners Capital Management, LLC 2.00% Add +3.4% 399,110 $33.4M
SCS Capital Management LLC 0.69% Reduce -6.3% 393,831 $33.0M
Peapack Gladstone Financial Corp. 0.50% Add +16.1% 385,003 $32.2M
Disciplina Capital Management LLC 5.31% Reduce -7.2% 382,857 $32.1M
Chandler Asset Management, Inc. 6.32% Add +1.8% 372,238 $31.2M
Oikos Holdings LLC 7.25% Reduce -1.9% 365,466 $30.6M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.6% 363,600 $30.5M
Garde Capital, Inc. 2.07% Reduce -2.4% 356,596 $29.9M
State Street Corp. 0.00% Reduce -7.9% 348,707 $29.6M
Kwmg, LLC 3.07% Add +6.3% 340,354 $28.5M
Lake Street Advisors Group, LLC 1.36% Reduce -42.0% 332,950 $28.2M
Comprehensive Financial Management LLC 0.98% Reduce -26.8% 328,338 $27.8M
Evergreen Capital Management LLC 0.93% Add +5.7% 304,056 $25.8M
Captrust Financial Advisors 0.08% Reduce -2.2% 304,384 $25.5M
Falcon Wealth Planning 3.19% Add +14.2% 293,410 $24.6M
Conservest Capital Advisors, Inc. 2.65% Reduce -0.6% 283,698 $24.5M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -2.9% 292,193 $24.5M
Foster & Motley Inc. 1.64% Add +6.4% 284,823 $23.9M
Comerica Bank 0.10% Add +24.6% 282,186 $23.6M
Pacific Capital Wealth Advisors, Inc. 4.28% Add +16.8% 279,926 $23.4M
Baird Financial Group, Inc. 0.05% Reduce -14.3% 278,469 $23.3M
Atria Wealth Solutions, Inc. 0.26% Reduce -5.2% 275,833 $23.3M
Rockwood Wealth Management, LLC 2.81% Add +9.5% 275,340 $23.1M
Ally Financial Inc. 2.85% Add +5.0% 274,000 $23.0M
Capital Investment Advisors, LLC 0.51% Add +8.8% 266,729 $22.3M
Susquehanna International Group, LLP 0.04% Reduce -10.4% 263,841 $22.1M
Partners Capital Investment Group, LLP 0.36% Add +213.4% 253,113 $21.2M
Whelan Financial 9.38% Add +4.5% 250,703 $21.0M
MassMutual Private Wealth & Trust, FSB 0.63% Add +1.9% 249,697 $20.9M
JMG Financial Group, Ltd. 0.78% Add +0.4% 247,977 $20.8M
HHM Wealth Advisors, LLC 3.12% Add +7.8% 247,296 $20.7M
Pacific Life Fund Advisors LLC 2.04% Reduce -11.5% 243,897 $20.4M
One Day In July LLC 2.52% Reduce -15.4% 241,735 $20.2M
Community Trust & Investment Co. 1.37% Reduce -0.9% 240,173 $20.1M
Wealthcare Advisory Partners LLC 0.61% Add +0.6% 232,782 $19.5M
Glenview Trust Co 0.39% Add +4.6% 230,520 $19.3M
Two Sigma Investments, LP 0.05% New 228,536 $19.1M
Buckingham Strategic Wealth, LLC 0.20% Reduce -1.9% 227,400 $19.0M
Becker Capital Management Inc. 0.65% Add +1.5% 222,947 $18.9M
Focus Partners Wealth 0.06% Add +183.8% 222,896 $18.7M
Maryland State Retirement & Pension System 0.33% No change 214,500 $18.0M
Sachem Hill LLC 3.84% Add +10.0% 213,818 $17.9M
McIlrath & Eck, LLC 2.63% Add +4.5% 211,757 $17.7M
Kohmann Bosshard Financial Services, LLC 2.35% Add +9.5% 208,367 $17.5M
Patriot Investment Management Group, Inc. 1.35% Add +3.5% 206,243 $17.3M
Truist Financial Corp. 0.03% Reduce -6.7% 205,673 $17.2M
Carlson Capital Management 0.81% Add +14.5% 205,204 $17.2M
Fairfield University 12.48% Add +1.2% 201,748 $16.9M
Phillips Financial Management, LLC 1.39% Add +0.6% 201,103 $16.8M
Moller Wealth Partners 4.47% Add +1.8% 200,019 $16.8M
DecisionPoint Financial, LLC 5.43% Add +8.2% 179,187 $16.2M
Rodgers & Associates, LTD 2.07% Add +4.9% 191,717 $16.1M
Blue Trust, Inc. 0.22% Reduce -2.0% 184,250 $15.9M
PGIM Custom Harvest LLC 0.35% Reduce -3.5% 188,398 $15.8M
Presilium Private Wealth, LLC 3.93% Add +17.4% 186,007 $15.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -8.6% 185,921 $15.6M
B & T Capital Management DBA Alpha Capital Management 3.02% Add +2.5% 185,149 $15.5M
Wealthspire Advisors, LLC 0.20% Reduce -3.8% 181,843 $15.2M
Commerce Bank 0.10% Reduce -2.2% 181,617 $15.2M
Blair William & Co. 0.05% Add +1.6% 180,211 $15.1M
Austin Asset Management Co Inc 3.19% Add +12.6% 178,790 $15.0M
TCV Trust & Wealth Management, Inc. 1.42% Add +0.3% 177,757 $14.9M
Avion Wealth 4.10% Add +5.0% 177,431 $14.9M
Tiaa Trust, National Association 0.05% Reduce -27.0% 177,097 $14.8M
Altfest L J & Co. Inc. 2.02% Add +1.5% 176,565 $14.8M
Awm Capital, LLC 2.24% Add +9.5% 176,314 $14.8M
Bank of Montreal 0.00% Add +1.3% 173,643 $14.6M
Tectonic Advisors LLC 1.05% Add +5.0% 172,937 $14.5M
Roble, Belko & Company, Inc 2.39% Add +6.3% 170,403 $14.3M
Pacific Center for Financial Services 3.97% Add +0.9% 168,969 $14.2M
Neuberger Berman Group LLC 0.01% Reduce -5.0% 166,673 $14.0M
Global Endowment Management, LP 1.46% No change 164,413 $13.8M
HRT Financial LP 0.08% New 162,549 $13.6M
Capital Fund Management S.A. 0.15% Reduce -39.6% 162,313 $13.6M
Firestone Capital Management 3.70% Add +2.7% 161,714 $13.5M
CreativeOne Wealth, LLC 0.68% Reduce -12.2% 160,713 $13.5M
Ameritas Investment Partners, Inc. 0.45% Add +1.8% 156,586 $13.1M
Valmark Advisers, Inc. 0.22% Reduce -1.5% 154,739 $13.0M
Alliancebernstein L.P. 0.00% Add +1.3% 153,906 $12.9M
Johnson Financial Group, Inc. 0.62% Reduce -13.5% 151,706 $12.9M
Partners in Financial Planning 2.79% Add +1.0% 153,099 $12.8M
Bailard, Inc. 0.35% Add +0.3% 152,325 $12.8M
TrueWealth Financial Partners 8.17% Add +8.7% 151,129 $12.7M
Enterprise Bank & Trust Co 4.31% Add +0.9% 150,515 $12.6M
Cypress Financial Planning LLC 5.25% Add +12.1% 149,885 $12.6M
Park National Corp. 0.46% Reduce -3.0% 149,739 $12.5M
Kestra Advisory Services, LLC 0.07% Add +39.9% 173,511 $12.4M
Brown Advisory Inc. 0.02% Reduce -3.2% 145,850 $12.2M
Balanced Wealth Group LLC 5.49% Add +5.5% 273,526 $12.1M
Trustees of the Smith College 76.54% No change 143,675 $12.0M
D.A. Davidson & Co. 0.11% Add +2.0% 143,390 $12.0M
Ashton Thomas Private Wealth, LLC 0.66% Add +1.8% 143,290 $12.0M
Bluestem Financial Advisors, LLC 6.05% Add +8.8% 143,010 $12.0M
Fort Henry Capital, LLC 8.61% Add +3.0% 142,815 $12.0M
Hurlow Wealth Management Group, Inc. 4.10% Add +4.7% 142,520 $11.9M
LRI Investments, LLC 1.35% Add +5.6% 142,083 $11.9M
SWAN Capital LLC 6.47% Add +36.9% 141,785 $11.9M
Cambridge Capital Management, LLC 8.78% Add +4.7% 141,719 $11.9M
Old Second National Bank of Aurora 3.02% Add +11910.1% 140,518 $11.8M
Rathbones Group PLC 0.06% Reduce -3.4% 139,473 $11.7M
Private Advisor Group, LLC 0.08% Reduce -9.4% 139,144 $11.7M
Gould Asset Management LLC 2.69% Add +5.6% 139,001 $11.6M
Associated Banc-Corp 0.36% Reduce -0.5% 137,015 $11.5M
Greenwood Gearhart LLC 1.07% Add +2.0% 134,964 $11.3M
Ellevest, Inc. 0.68% Add +5.5% 134,762 $11.3M
Tanglewood Wealth Management, Inc. 1.38% Reduce -37.7% 132,852 $11.1M
Lido Advisors, LLC 0.09% Add +6.0% 130,058 $11.0M
Northern Trust Corp. 0.00% Reduce -22.5% 131,155 $11.0M
Lincoln National Corp. 0.37% Reduce -32.9% 129,912 $10.9M
Johnson Financial Group, LLC 1.41% Reduce -27.0% 128,352 $10.8M
Modera Wealth Management, LLC 0.16% Add +1.5% 127,004 $10.6M
Sage Financial Group Inc. 0.92% Add +13.9% 126,775 $10.6M
Plancorp, LLC 0.46% Reduce -0.0% 126,139 $10.6M
Heritage Wealth Management, Inc./Texas 6.55% Add +11.2% 125,440 $10.5M
Invst, LLC 1.14% Reduce -11.0% 124,537 $10.3M
Trilogy Capital Inc. 0.56% Add +0.7% 122,597 $10.3M
Crestwood Advisors Group, LLC 0.21% Reduce -20.0% 122,533 $10.3M
Daiwa Securities Group Inc. 0.06% Add +83.0% 121,840 $10.2M
Wealth Alliance, LLC 1.31% Add +3.7% 121,220 $10.2M
Ancora Advisors LLC 0.25% Reduce -1.0% 120,989 $10.1M
Balyasny Asset Management L.P. 0.03% Add +1912.1% 120,867 $10.1M
Navalign, LLC 3.19% Add +0.1% 120,813 $10.1M
AlTi Global, Inc. 0.27% Reduce -15.1% 118,612 $10.1M
Beacon Pointe Advisors, LLC 0.12% Add +8.0% 119,286 $10.0M
New Hampshire Trust 2.27% Add +2.3% 118,968 $10.0M
Adaptive Financial Consulting, LLC 4.25% Add +1.0% 116,906 $9.8M
SVB Wealth LLC 0.24% Reduce -4.1% 116,899 $9.8M
Exencial Wealth Advisors, LLC 0.37% Add +3.9% 116,881 $9.8M
Strategic Wealth Investment Group, LLC 1.23% — 117,498 $9.7M
MML Investors Services, LLC 0.04% Reduce -20.1% 115,120 $9.6M
Wrenne Financial Planning LLC 6.63% Add +5.6% 114,771 $9.6M
Chicago Partners Investment Group LLC 0.37% Reduce -6.3% 104,442 $9.5M
Checchi Capital Advisers, LLC 0.75% Add +2.1% 113,054 $9.5M
Steward Partners Investment Advisory, LLC 0.10% Reduce -23.4% 113,001 $9.5M
Horizons Wealth Management 7.54% Reduce -21.5% 106,461 $9.5M
KCM Investment Advisors LLC 0.34% Add +5.3% 112,713 $9.4M
Cordant, Inc. 5.21% Add +12.2% 111,430 $9.3M
Somnio Financial Group, LLC 8.15% — 110,252 $9.2M
Wela Strategies, Inc. 4.30% Add +1.4% 110,179 $9.2M
Riverpoint Wealth Management Holdings, LLC 2.53% Reduce -8.5% 108,972 $9.1M
Vestor Capital, LLC 0.72% Reduce -35.1% 106,554 $8.9M
BCR Wealth Strategies, LLC 5.77% Add +6.2% 105,833 $8.9M
FC Advisory LLC 3.23% Reduce -0.3% 105,064 $8.8M
Peterson Wealth Advisors, LLC 1.84% Reduce -28.0% 104,796 $8.8M
Stratos Wealth Partners, LTD. 0.14% Reduce -1.4% 104,500 $8.8M
Dodds Wealth, LLC 3.42% Reduce -0.6% 104,484 $8.8M
Bear Mountain Capital, Inc. 3.55% Add +2.6% 99,799 $8.7M
Symmetry Partners, LLC 0.45% New 103,993 $8.7M
Transamerica Financial Advisors, LLC 0.93% No change 103,679 $8.7M
MAI Capital Management 0.08% Add +8.2% 102,482 $8.6M
Connecticut Wealth Management, LLC 0.44% Add +2.9% 100,770 $8.4M
REDW Wealth LLC 2.19% Reduce -22.8% 99,980 $8.4M
Magnolia Wealth Management, LLC 6.27% Reduce -44.4% 99,235 $8.3M
Victory Capital Management Inc. 0.01% Reduce -52.3% 99,002 $8.3M
Franklin Resources Inc. 0.00% Reduce -19.1% 98,035 $8.2M
Metropolitan Life Insurance Co 3.20% Reduce -13.1% 96,900 $8.1M
Farther Finance Advisors, LLC 0.39% Add +1.6% 97,049 $8.1M
Voya Investment Management LLC 0.01% Reduce -31.3% 96,072 $8.0M
Virtu Financial LLC 0.56% New 95,602 $8.0M
Mission Wealth Management, LP 0.22% Reduce -5.9% 95,105 $8.0M
Cardiff Park Advisors, LLC 0.77% Reduce -9.7% 94,951 $8.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% No change 94,560 $7.9M
Industrial Alliance Investment Management Inc. 4.47% No change 94,190 $7.9M
Cerity Partners OCIO LLC 0.60% — 93,792 $7.9M
Bokf, NA 0.14% Reduce -48.3% 92,122 $7.7M
Parallel Advisors, LLC 0.19% Reduce -2.6% 89,590 $7.5M
Chilton Capital Management LLC 0.34% Reduce -7.2% 89,313 $7.5M
GTS Securities LLC 0.15% Add +118.5% 88,222 $7.4M
Atmos Advisory, LLC 5.76% Add +4.3% 87,977 $7.4M
Elm Partners Management LLC 0.56% Reduce -75.6% 87,697 $7.3M
LBMC Investment Advisors, LLC 0.63% Reduce -4.1% 86,195 $7.2M
Stephens Inc. 0.11% Add +12.1% 86,162 $7.2M
Quantitative Strategies, Inc. 4.08% Add +4.9% 85,439 $7.2M
FFT Wealth Management LLC 0.63% Reduce -1.2% 85,195 $7.1M
Tower Research Capital LLC (TRC) 0.12% Add +120.8% 84,583 $7.1M
Flagstone Financial Management 2.62% Add +4.5% 84,124 $7.0M
Parkside Advisors LLC 1.79% Add +2.6% 82,544 $7.0M
TCP Asset Management, LLC 1.76% Add +4.6% 83,138 $7.0M
Freestone Capital Holdings, LLC 0.25% Reduce -1.5% 82,710 $6.9M
Polianta Ltd 3.48% Add +1.5% 82,000 $6.9M
United Bank 0.85% Reduce -0.5% 81,976 $6.9M
Gilbert & Cook, Inc. 1.00% Reduce -49.3% 81,648 $6.8M
PACK Private Wealth, LLC 4.20% Add +5.9% 80,718 $6.8M
Regis Acquisition Inc. 4.10% Reduce -1.6% 80,291 $6.7M
Ted Buchan & Co 3.59% Add +202.2% 79,866 $6.7M
FIDELIS iM, LLC 3.28% Add +4.8% 79,670 $6.7M
Silver Coast Investments LLC 2.73% Add +3.2% 79,542 $6.7M
Manchester Capital Management LLC 0.80% Add +12.1% 79,239 $6.6M
Kanawha Capital Management LLC 0.52% Add +1.2% 79,006 $6.6M
Harbor Investment Advisory, LLC 0.69% Reduce -2.3% 78,816 $6.6M
Total Wealth Planning, LLC 1.08% Reduce -1.0% 74,009 $6.6M
NewEdge Advisors, LLC 0.05% Add +18.0% 78,731 $6.6M
Fiduciary Trust Co 0.10% Reduce -5.2% 78,544 $6.6M
Galvin, Gaustad & Stein, LLC 0.62% Reduce -2.8% 77,896 $6.5M
Northwest Quadrant Wealth Management, LLC 1.60% Reduce -19.8% 77,378 $6.5M
Natixis Advisors, LLC 0.01% Reduce -5.6% 77,189 $6.5M
Concentric Wealth Management, LLC 1.68% Add +4.1% 76,991 $6.4M
Bayshore Asset Management, LLC 3.24% Add +13.7% 76,976 $6.4M
Diversified Portfolios, Inc. 0.85% Add +12.5% 76,910 $6.4M
Ariston Services Group 6.17% Reduce -1.1% 76,529 $6.4M
David Kennon Inc 2.67% Add +2.1% 76,029 $6.4M
Gray Private Wealth, LLC 4.08% Add +2.8% 75,951 $6.4M
Cresset Asset Management, LLC 0.03% Reduce -1.0% 75,004 $6.3M
Cambridge Advisors Inc. 1.47% Add +5.5% 75,495 $6.3M
Betterment LLC 0.02% Add +142.0% 75,481 $6.3M
Cambridge Associates LLC /Ma/ 0.29% Add +58.1% 75,286 $6.3M
Fairway Wealth LLC 3.68% Reduce -0.1% 74,599 $6.2M
Regal Investment Advisors LLC 0.41% Add +0.3% 74,313 $6.2M
Omega Financial Group, LLC 2.52% Reduce -2.6% 74,209 $6.2M
Fairview Capital Investment Management, LLC 0.35% Add +1.6% 74,025 $6.2M
Janney Montgomery Scott LLC 0.02% Reduce -4.8% 73,512 $6.2M
Neumann Capital Management, LLC 2.10% Reduce -2.7% 73,075 $6.1M
Financial Futures Ltd Liability Co. 3.79% Add +5.8% 73,020 $6.1M
American Investment Services, Inc. 1.08% Reduce -0.1% 72,977 $6.1M
Private Ocean, LLC 0.54% Add +0.8% 72,843 $6.1M
Campion Asset Management 4.77% Add +2.9% 72,437 $6.1M
Hardy Reed LLC 0.61% No change 72,375 $6.1M
Willow Creek Wealth Management Inc. 0.68% Reduce -0.6% 71,814 $6.0M
Plimoth Trust Co. LLC 1.60% Reduce -2.5% 71,441 $6.0M
Avior Wealth Management, LLC 0.26% Reduce -13.4% 71,516 $6.0M
Brookstone Capital Management 0.10% Add +20.4% 66,353 $6.0M
Latigo Investments, LLC 3.04% No change 70,972 $5.9M
Allie Family Office LLC 3.56% Reduce -5.8% 70,961 $5.9M
Country Trust Bank 0.15% Add +0.5% 70,411 $5.9M
Silver Oak Advisory Group, Inc. 3.26% Reduce -6.9% 70,148 $5.9M
Archvest Wealth Advisors, Inc. 3.89% Add +77.3% 70,743 $5.9M
Cliffwater LLC 1.25% No change 69,923 $5.9M
Red Wave Investments LLC 2.16% Add +0.4% 69,836 $5.8M
Allen Capital Group, LLC 0.82% Add +6.0% 69,733 $5.8M
Regis Management CO LLC 1.74% Add +0.0% 68,859 $5.8M
Rainwater Charitable Foundation 2.85% No change 68,428 $5.7M
Dai-ichi Life Holdings, Inc. 6.68% Add +26.3% 67,420 $5.7M
WestHill Financial Advisors, Inc. 1.37% Add +0.1% 67,615 $5.7M
Clearstead Advisors, LLC 0.10% Add +8.7% 67,280 $5.6M
Prairiewood Capital, LLC 2.66% Add +3.4% 66,900 $5.6M
Krilogy Financial LLC 0.41% Add +9.3% 66,040 $5.5M
Empowered Funds, LLC 0.10% Reduce -46.8% 66,008 $5.5M
Kingsview Wealth Management, LLC 0.13% Add +4.1% 65,889 $5.5M
First National Corp. /Ma/ 1.31% Reduce -25.7% 65,481 $5.5M
Agilis Partners LLC 1.66% Add +1.9% 65,006 $5.4M
Pinnacle Financial Partners Inc 0.12% Reduce -14.7% 64,737 $5.4M
Soltis Investment Advisors LLC 0.58% Reduce -2.4% 64,863 $5.4M
LMG Wealth Partners, LLC 1.34% Add +2.2% 64,075 $5.4M
Coldstream Capital Management Inc. 0.13% Reduce -2.2% 63,956 $5.4M
Whittier Trust Co. 0.08% Reduce -1.3% 63,890 $5.4M
Capital Advisors Wealth Management, LLC 1.05% Add +3.0% 63,581 $5.3M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -46.5% 62,000 $5.3M
Family Firm, Inc. 1.17% Add +368.2% 294,713 $5.2M
Whitegate Investment Counselors, Inc. 1.48% Reduce -1.0% 62,401 $5.2M
Baron Financial Group, LLC 3.25% Add +1.1% 60,961 $5.1M
UMB Bank, n.a. 0.08% Reduce -13.3% 60,736 $5.1M
Zhang Financial LLC 0.35% Reduce -12.8% 59,126 $5.0M
Ashford Capital Management Inc. 0.67% Add +75.3% 59,092 $4.9M
Whittier Trust Co. of Nevada Inc. 0.14% Reduce -3.6% 59,083 $4.9M
Perigon Wealth Management, LLC 0.14% Reduce -5.5% 58,827 $4.9M
Sterling Wealth Management, Inc. 2.34% Reduce -3.3% 58,792 $4.9M
PDS Planning, Inc 0.50% Add +2.6% 58,678 $4.9M
Cahill Financial Advisors Inc. 0.67% Reduce -8.9% 58,201 $4.9M
SG Americas Securities, LLC 0.03% Add +5.7% 58,121 $4.9M
Marotta Asset Management 1.01% Reduce -4.5% 58,649 $4.9M
Grey Fox Wealth Advisors, LLC 1.71% Add +8.4% 57,244 $4.9M
Spire Wealth Management 0.17% Reduce -2.1% 57,736 $4.8M
Mercer Global Advisors Inc. 0.01% Reduce -9.4% 70,923 $4.8M
Financial Alternatives, Inc 3.59% Add +5.8% 57,068 $4.8M
BlueSky Wealth Advisors, LLC 0.80% New 57,036 $4.8M
Atria Investments, Inc 0.06% Reduce -31.5% 56,807 $4.8M
Waverly Advisors, LLC 0.09% Add +87.8% 55,633 $4.7M
Frontier Asset Management, LLC 1.68% Add +0.5% 55,398 $4.6M
JFG Wealth Management, LLC 1.31% Reduce -19.8% 55,037 $4.6M
Exchange Traded Concepts, LLC 0.12% Reduce -92.6% 54,996 $4.6M
Crewe Advisors LLC 0.51% Add +293.3% 54,455 $4.6M
Aletheian Wealth Advisors LLC 2.38% Add +13.3% 54,002 $4.5M
Klingman & Associates, LLC 0.31% Add +2.4% 53,918 $4.5M
White Lighthouse Investment Management Inc. 0.86% Add +23.7% 53,242 $4.5M
J.W. Cole Advisors, Inc. 0.21% Add +1.0% 52,680 $4.4M
FMR LLC 0.00% Reduce -15.2% 52,059 $4.4M
Narwhal Capital Management 0.41% Add +2.8% 51,806 $4.3M
LPWM LLC 1.49% Add +1.9% 51,615 $4.3M
Raymond James Trust N.A. 0.10% Reduce -7.1% 51,391 $4.3M
Cherry Tree Wealth Management, LLC 1.07% Reduce -0.6% 51,042 $4.3M
Traveka Wealth, LLC 2.09% Add +6.7% 51,032 $4.3M
WealthCollab, LLC 3.06% Add +4.2% 50,919 $4.3M
River Street Advisors LLC 2.65% New 50,902 $4.3M
Schechter Investment Advisors, LLC 0.32% Add +3.1% 50,892 $4.3M
Tranquilli Financial Advisor LLC 2.85% Reduce -2.9% 51,310 $4.3M
Equitable Holdings, Inc. 0.04% Add +0.9% 50,659 $4.2M
VPR Management LLC 1.58% Reduce -6.6% 50,600 $4.2M
LM Advisors LLC 0.84% Reduce -3.0% 51,360 $4.2M
Integrated Wealth Concepts LLC 0.06% Reduce -63.8% 49,908 $4.2M
Choreo, LLC 0.07% Add +17.8% 50,286 $4.2M
JDM Financial Group LLC 2.82% Add +11.4% 49,848 $4.2M
Cohen & Steers, Inc. 0.01% Add +56.3% 49,687 $4.2M
Human Investing LLC 0.81% Add +1.1% 49,554 $4.2M
Country Club Bank 0.29% Reduce -0.6% 49,107 $4.1M
Cascade Financial Partners, LLC 0.54% Reduce -1.0% 49,205 $4.1M
Disciplined Investments, LLC 2.19% Reduce -1.3% 49,148 $4.1M
Sanctuary Advisors, LLC 0.03% — 51,287 $4.1M
HTLF Bank 0.46% Reduce -5.8% 48,779 $4.1M
Evanson Asset Management, LLC 0.30% Reduce -13.5% 48,558 $4.1M
Clear Investment Research, LLC 5.30% Add +0.1% 48,555 $4.1M
Petix & Botte Co 1.15% Add +25.8% 48,430 $4.1M
Fonville Wealth Management LLC 1.61% Add +16.2% 48,359 $4.1M
CIBC Private Wealth Group LLC 0.01% Reduce -2.1% 48,014 $4.0M
Piedmont Capital Management, LLC 2.73% No change 47,972 $4.0M
Jane Street Group, LLC 0.00% Reduce -49.8% 47,751 $4.0M
Grove Bank & Trust 0.64% Reduce -2.9% 47,712 $4.0M
CMH Wealth Management LLC 0.98% Add +0.9% 47,093 $4.0M
Stratos Wealth Advisors, LLC 0.20% Add +7.5% 47,555 $4.0M
Waldron Private Wealth LLC 0.18% Reduce -0.5% 46,906 $4.0M
Penserra Capital Management LLC 0.05% Add +12.2% 47,422 $4.0M
Marcum Wealth, LLC 0.40% Add +13.9% 47,398 $4.0M
Idaho Trust Co 2.02% Add +320.6% 47,218 $4.0M
Sowell Financial Services LLC 0.19% Reduce -5.7% 46,389 $3.9M
Running Point Capital Advisors, LLC 1.62% Reduce -2.1% 46,839 $3.9M
Waller Financial Planning Group, Inc. 1.04% Reduce -4.7% 46,300 $3.9M
Advisory Services Network, LLC 0.08% Add +2.3% 45,991 $3.9M
MBL Wealth, LLC 0.43% Add +51.7% 45,881 $3.8M
Dakota Wealth Management 0.09% Reduce -3.9% 45,580 $3.8M
First Foundation Advisors 0.15% Add +12.4% 45,521 $3.8M
Stokes Family Office, LLC 0.45% Add +7.8% 45,431 $3.8M
Canandaigua National Bank & Trust Co. 0.41% New 45,377 $3.8M
Cherrydale Wealth Management, LLC 1.64% Reduce -2.9% 44,650 $3.7M
Legacy Financial Group, Inc. 1.41% Add +2.8% 44,544 $3.7M
Nissay Asset Management Corp. /Japan 0.02% No change 44,416 $3.7M
Quadrature Capital Ltd 0.06% New 44,346 $3.7M
Shepherd Financial Partners LLC 0.48% Add +0.4% 44,154 $3.7M
Unconventional Investor, LLC 2.61% Add +0.3% 44,148 $3.7M
St. Louis Trust Co 0.56% No change 43,053 $3.6M
One Degree Advisors Inc 1.75% Add +42.2% 43,306 $3.6M
TFO Wealth Partners, LLC 0.71% Add +0.1% 43,096 $3.6M
ABLE Financial Group, LLC 1.30% Add +9.2% 43,007 $3.6M
Oppenheimer & Co. Inc. 0.06% Add +16.7% 42,868 $3.6M
Colorado Capital Management, Inc. 2.00% Reduce -9.1% 42,752 $3.6M
Wedbush Securities Inc. 0.13% Reduce -3.4% 42,497 $3.6M
Freedom Investment Management, Inc. 0.29% Reduce -38.6% 42,445 $3.6M
Arax Advisory Partners 0.34% Reduce -0.1% 41,945 $3.5M
Abound Wealth Management 1.29% Reduce -2.5% 41,733 $3.5M
Asset Management Group, Inc. 0.52% Reduce -5.7% 41,081 $3.4M
Schroder Investment Management Group 0.00% Reduce -43.3% 40,829 $3.4M
Two Sigma Securities, LLC 0.16% Add +24.6% 40,774 $3.4M
Prudent Man Advisors, LLC 1.21% Add +9.1% 40,751 $3.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.97% Reduce -7.1% 40,702 $3.4M
Warwick Investment Management, Inc. 0.80% Add +0.3% 40,566 $3.4M
LBJ Family Wealth Advisors, Ltd. 2.13% No change 40,450 $3.4M
Conning Inc. 0.13% Add +12.1% 40,402 $3.4M
Monograph Wealth Advisors, LLC 0.49% Reduce -17.2% 39,905 $3.4M
Elevate Wealth Advisory, Inc. 2.73% Add +13.1% 39,716 $3.4M
Beaird Harris Wealth Management, LLC 0.32% Reduce -14.7% 40,187 $3.4M
Sigma Planning Corp 0.11% Reduce -0.4% 40,150 $3.4M
Man Group plc 0.01% Reduce -79.1% 40,132 $3.4M
Pine Ridge Advisers LLC 0.36% Add +74.0% 40,034 $3.4M
Aspiriant, LLC 0.14% Add +3.9% 39,912 $3.3M
Regions Financial Corp. 0.03% Reduce -1.4% 39,841 $3.3M
Integrated Advisors Network LLC 0.17% Add +0.8% 39,797 $3.3M
Boothbay Fund Management, LLC 0.11% Reduce -49.6% 39,509 $3.3M
Pinnacle Associates Ltd. 0.05% Reduce -0.2% 38,976 $3.3M
Instrumental Wealth, LLC 3.35% Reduce -0.3% 36,796 $3.2M
Verdence Capital Advisors LLC 0.29% Add +3.5% 38,647 $3.2M
United Bank 1.62% Reduce -0.7% 38,640 $3.2M
Physician Wealth Advisors, Inc. 0.59% Add +2.9% 36,047 $3.2M
ARK & TLK Investments, LLC 1.20% Add +3.0% 38,239 $3.2M
SignalPoint Asset Management, LLC 0.85% Reduce -1.5% 38,225 $3.2M
Biltmore Family Office, LLC 0.59% Reduce -13.2% 37,615 $3.2M
Wolff Wiese Magana LLC 2.53% Reduce -0.7% 38,071 $3.2M
Rockbridge Investment Management, LCC 0.45% Reduce -21.2% 37,745 $3.2M
Hancock Whitney Corp. 0.11% Reduce -21.4% 37,740 $3.2M
F/m Investments LLC 0.11% New 37,698 $3.2M
Farmers & Merchants Investments Inc. 0.11% Reduce -8.3% 37,607 $3.1M
Transcendent Capital Group LLC 1.81% Add +1.0% 37,584 $3.1M
Family Legacy, Inc. 1.12% Add +3.4% 37,182 $3.1M
VeraBank, N.A. 0.96% Add +1.6% 37,047 $3.1M
Everhart Financial Group, Inc. 0.80% Add +0.7% 36,940 $3.1M
First Horizon Advisors, Inc. 0.09% Reduce -9.7% 36,884 $3.1M
Focus Partners Advisor Solutions, LLC 0.08% Add +223.8% 36,696 $3.1M
Black Diamond Financial, LLC 0.59% Reduce -4.1% 36,580 $3.1M
Compass Ion Advisors, LLC 0.44% No change 35,415 $3.1M
Marathon Strategic Advisors, LLC 3.54% New 36,212 $3.0M
Pinnacle Financial Group, LLC / IL 1.30% Add +0.5% 36,161 $3.0M
Ameritas Advisory Services, LLC 0.11% Add +8.9% 36,163 $3.0M
Concourse Financial Group Securities, Inc. 0.19% Reduce -26.0% 35,237 $3.0M
Mgo One Seven LLC 0.14% Add +14.7% 35,579 $3.0M
Walleye Trading LLC 0.06% New 35,503 $3.0M
Florida Trust Wealth Management Co 0.10% Reduce -13.8% 35,422 $3.0M
Clayton Financial Group LLC 1.27% Add +11.2% 33,889 $2.9M
ArchPoint Investors 1.09% No change 34,136 $2.9M
Sensible Financial Planning & Management, LLC. 0.62% Reduce -0.9% 34,031 $2.9M
Waypoint Capital Advisors, LLC 0.71% Reduce -30.7% 33,993 $2.8M
Jefferies Financial Group Inc. 0.06% Add +283.6% 33,695 $2.8M
BOS Asset Management, LLC 1.31% Add +21.4% 33,610 $2.8M
Tillman Hartley LLC 0.96% Add +1.1% 33,522 $2.8M
Websterrogers Financial Advisors, LLC 0.99% Add +2.2% 33,194 $2.8M
Creekside Partners 1.54% — 33,106 $2.8M
Synovus Financial Corp. 0.04% Reduce -3.2% 33,078 $2.8M
Sierra Capital LLC 0.37% Add +5.4% 32,957 $2.8M
Compound Planning, Inc. 0.20% Reduce -28.4% 32,920 $2.8M
Tradition Wealth Management, LLC 0.27% Add +3.3% 32,778 $2.7M
Intergy Private Wealth, LLC 1.13% Add +6.0% 32,713 $2.7M
AE Wealth Management LLC 0.03% Reduce -22.9% 32,554 $2.7M
Consilium Wealth Advisory, LLC 1.49% Add +8.6% 32,498 $2.7M
Citadel Advisors 0.00% Reduce -86.5% 32,455 $2.7M
My Personal CFO, LLC 1.44% Add +7.3% 32,283 $2.7M
Coombe, Bender & Co LLC 1.59% Reduce -0.2% 32,229 $2.7M
Dynamic Advisor Solutions LLC 0.09% Reduce -35.6% 32,216 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +1.4% 32,140 $2.7M
CENTRAL TRUST Co 0.07% Reduce -40.2% 32,127 $2.7M
Sabal Trust CO 0.16% Add +6.7% 31,859 $2.7M
Sterling Financial Planning, Inc. 1.08% Reduce -4.6% 31,847 $2.7M
Merit Financial Group, LLC 0.06% Reduce -11.7% 31,827 $2.7M
One Capital Management, LLC 0.09% Add +63.3% 31,755 $2.7M
TD Private Client Wealth LLC 0.08% Reduce -0.7% 31,720 $2.7M
AA Financial Advisors, LLC 0.93% Add +23.6% 31,386 $2.6M
Flagship Harbor Advisors, LLC 0.16% Reduce -10.9% 31,354 $2.6M
Alhambra Investment Management LLC 1.44% Reduce -57.7% 31,328 $2.6M
Simplicity Wealth,LLC 0.06% Reduce -2.6% 31,231 $2.6M
IFG Advisors, LLC 0.62% Add +16.3% 31,188 $2.6M
Zeit Capital LLC 2.10% Add +0.5% 30,819 $2.6M
Montag A & Associates Inc. 0.13% Reduce -0.8% 30,161 $2.6M
Great Lakes Advisors, LLC 0.02% Add +16.4% 30,449 $2.6M
World Investment Advisors 0.16% Add +63.0% 30,443 $2.5M
Broadview Financial Management, LLC 1.85% Reduce -1.6% 30,251 $2.5M
First Financial Bank - Trust Division 0.25% Reduce -8.4% 30,059 $2.5M
Texas Yale Capital Corp. 0.12% Add +0.4% 30,056 $2.5M
Flaharty Asset Management, LLC 0.37% Reduce -1.1% 29,924 $2.5M
Liberty Capital Management, Inc. 0.59% Reduce -19.3% 29,893 $2.5M
Orion Porfolio Solutions, LLC 0.03% Add +2.4% 29,718 $2.5M
Orion Portfolio Solutions, LLC 0.03% Add +2.4% 29,718 $2.5M
Mather Group, Llc. 0.03% Reduce -2.7% 28,508 $2.5M
Global Retirement Partners, LLC 0.08% Reduce -16.0% 29,224 $2.4M
Hemington Wealth Management 0.82% Reduce -2.3% 29,142 $2.4M
Beirne Wealth Consulting Services, LLC 0.97% Add +15.7% 28,465 $2.4M
WBH Advisory Inc. 0.24% Reduce -23.2% 28,819 $2.4M
Arete Wealth Advisors, LLC 0.20% Add +0.2% 28,611 $2.4M
Anchor Investment Management, LLC 0.24% Add +11.4% 28,411 $2.4M
Lodestar Private Asset Management LLC 0.33% Add +1.6% 28,380 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -7.4% 28,350 $2.4M
Forefront Analytics, LLC 1.13% Reduce -0.3% 28,200 $2.4M
First Citizens Asset Management, Inc. 0.88% Add +0.9% 28,181 $2.4M
NewEdge Wealth, LLC 0.05% Reduce -79.8% 28,153 $2.4M
Encompass Wealth Advisors, LLC 0.63% Add +2.7% 28,140 $2.4M
Keel Point, LLC 0.21% Add +35.5% 25,664 $2.3M
Manhattan West Asset Management, LLC 0.63% Reduce -25.7% 27,928 $2.3M
Mill Creek Capital Advisors, LLC 0.06% New 27,846 $2.3M
Frank, Rimerman Advisors LLC 0.16% Reduce -0.1% 27,714 $2.3M
Unison Advisors LLC 0.29% Add +2.4% 27,557 $2.3M
Financial Management Network Inc. 0.55% Add +7.6% 27,478 $2.3M
Manning & Napier Advisors LLC 0.03% — 27,354 $2.3M
Allworth Financial LP 0.01% Reduce -3.9% 25,633 $2.3M
Rockland Trust Co. 0.12% Reduce -15.7% 27,122 $2.3M
Fore Capital, LLC 8.03% New 27,000 $2.3M
Callan Family Office, LLC 0.43% Add +29.5% 26,987 $2.3M
Townsquare Capital LLC 0.03% Add +139.8% 26,795 $2.2M
Maryland Capital Advisors Inc. 1.21% Add +3.0% 26,766 $2.2M
Quadrant Capital Group LLC 0.17% Reduce -3.6% 26,753 $2.2M
First Personal Financial Services 0.51% Reduce -1.1% 26,711 $2.2M
Waters Parkerson & Co., LLC 0.12% No change 26,673 $2.2M
Keybank National Association 0.01% Reduce -6.3% 26,624 $2.2M
Retirement Planning Group, LLC 0.14% Reduce -32.3% 26,429 $2.2M
Ashton Thomas Securities, LLC 0.53% — 26,331 $2.2M
Greytown Advisors Inc. 1.29% Add +4.3% 26,030 $2.2M
NorthCrest Asset Manangement, LLC 0.07% Add +1.1% 26,236 $2.2M
Brighton Jones LLC 0.07% Reduce -1.0% 26,106 $2.2M
Kure Advisory, LLC 1.79% Add +5.0% 25,977 $2.2M
Legacies Wealth LLC 1.90% Add +0.5% 25,965 $2.2M
Wedmont Private Capital 0.14% Add +0.8% 24,789 $2.2M
Financial & Tax Architects, LLC 0.58% Reduce -0.2% 25,843 $2.2M
FDx Advisors, Inc. 0.60% Reduce -0.6% 25,832 $2.2M
GLOBALT Investments LLC / GA 0.09% Add +29.0% 25,800 $2.2M
Cwm, LLC 0.01% Reduce -4.9% 25,697 $2.2M
Marble Harbor Investment Counsel, LLC 0.25% Add +0.8% 25,625 $2.1M
Lebenthal Global Advisors, LLC 0.47% Add +1.8% 25,610 $2.1M
Shepherd Kaplan Krochuk, LLC 1.69% Reduce -2.9% 25,610 $2.1M
BTC Capital Management, Inc. 0.20% No change 25,572 $2.1M
Capital Group Private Client Services, Inc. 0.02% Add +7.0% 25,280 $2.1M
Quantbot Technologies LP 0.10% New 25,257 $2.1M
Savant Capital, LLC 0.02% Reduce -23.8% 25,197 $2.1M
Sound Income Strategies, LLC 0.15% Add +4.4% 25,169 $2.1M
Aquire Wealth Advisors, LLC 0.71% Reduce -3.1% 25,106 $2.1M
New Republic Capital, LLC 1.05% Add +15.2% 24,734 $2.1M
Monterey Private Wealth, Inc. 0.78% Reduce -10.0% 25,020 $2.1M
Flagstar Securities, Inc. 0.57% Reduce -5.3% 24,546 $2.1M
Verus Capital Partners, LLC 0.22% Add +19.6% 24,785 $2.1M
Adero Partners, LLC 0.15% Reduce -13.1% 24,781 $2.1M
Bordeaux Wealth Advisors LLC 0.40% Reduce -1.8% 24,777 $2.1M
Westwind Capital 0.52% Add +299.6% 93,106 $2.1M
Destination Wealth Management 0.07% Reduce -1.3% 24,737 $2.1M
Gilman Hill Asset Management, LLC 0.37% No change 24,605 $2.1M
Bangor Savings Bank 0.21% Add +0.5% 24,563 $2.1M
First American Trust, FSB 0.20% Add +23.1% 24,288 $2.0M
OneDigital Investment Advisors LLC 0.03% Add +15.3% 24,219 $2.0M
Hall Capital Management Co. Inc. 0.97% Add +3.7% 24,214 $2.0M
Signature Estate & Investment Advisors LLC 0.05% New 24,144 $2.0M
Certified Advisory Corp 0.25% Reduce -43.5% 24,093 $2.0M
Smithfield Trust Co 0.11% Add +5.2% 24,062 $2.0M
First Merchants Corp. 0.08% Reduce -23.7% 23,995 $2.0M
Seamount Financial Group Inc. 1.64% Reduce -0.5% 23,950 $2.0M
First PREMIER Bank 0.54% Reduce -13.7% 23,953 $2.0M
Geneos Wealth Management Inc. 0.09% Add +2.4% 23,919 $2.0M
Focus Financial Network, Inc. 0.09% Reduce -4.4% 22,167 $2.0M
Retirement Planning Co of New England, Inc. 1.08% Add +5.0% 23,744 $2.0M
EP Wealth Advisors, LLC 0.02% Reduce -5.0% 23,665 $2.0M
Continuum Advisory, LLC 0.29% Add +2.3% 23,643 $2.0M
Fifth Third Wealth Advisors LLC 0.15% Add +25.1% 23,543 $2.0M
Family Wealth Partners, LLC 1.02% Add +8.2% 23,499 $2.0M
Breakwater Investment Management 0.87% Reduce -6.7% 23,166 $1.9M
VERITY Wealth Advisors 1.45% Add +10.1% 23,064 $1.9M
Aspen Investment Management Inc 0.96% Reduce -3.2% 22,871 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 22,869 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.44% Add +4.0% 22,774 $1.9M
NorthLanding Financial Partners, LLC 2.01% Add +1.2% 22,769 $1.9M
Simplex Trading, LLC 0.06% Add +37.3% 22,685 $1.9M
SageView Advisory Group, LLC 0.12% Reduce -76.0% 22,595 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -1.3% 22,362 $1.9M
Lutz Financial Services LLC 0.16% Reduce -6.2% 22,318 $1.9M
First National Bank of Omaha 0.12% Add +7.7% 22,314 $1.9M
Park Avenue Securities LLC 0.02% Add +7.9% 22,227 $1.9M
RFG Advisory, LLC 0.06% Add +6.8% 22,044 $1.8M
Thrive Capital Management, LLC 0.84% New 22,031 $1.8M
Independent Financial Group, LLC 0.07% Add +1.7% 22,000 $1.8M
Larson Financial Group LLC 0.13% Reduce -35.3% 21,989 $1.8M
Waterford Advisors, LLC 0.77% No change 21,828 $1.8M
DT Investment Partners, LLC 0.16% Add +1.8% 21,701 $1.8M
Trustmark Bank Trust Department 0.15% Reduce -30.1% 21,699 $1.8M
Camelot Technology Advisors, Inc. 1.69% Reduce -2.0% 21,697 $1.8M
Patton Fund Management, Inc. 0.38% Add +25.9% 21,684 $1.8M
Mosaic Family Wealth Partners, LLC 0.29% Add +2.7% 21,612 $1.8M
Stelac Advisory Services LLC 0.76% Add +8.1% 21,464 $1.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.18% Add +2.5% 21,562 $1.8M
Centennial Bank 0.88% Add +10.7% 21,527 $1.8M
Haverford Trust Co 0.02% Reduce -0.4% 21,476 $1.8M
Etesian Wealth Advisors, Inc. 1.01% Reduce -0.1% 21,471 $1.8M
Bleakley Financial Group, LLC 0.05% Reduce -10.7% 21,459 $1.8M
Cornerstone Wealth Management, LLC 0.14% Reduce -7.9% 21,370 $1.8M
Highland Capital Management, LLC 0.11% Add +7.7% 21,355 $1.8M
NBT Bank, N.A. 0.13% Add +25.1% 21,336 $1.8M
Corrado Advisors, LLC 1.14% Add +5.4% 21,122 $1.8M
International Assets Investment Management, LLC 0.16% Add +36.2% 20,845 $1.7M
Bessemer Group Inc. 0.00% Add +72.6% 20,755 $1.7M
GC Wealth Management RIA, LLC 0.34% Reduce -6.0% 20,738 $1.7M
Family CFO Inc 1.06% Add +3.4% 20,598 $1.7M
Snowden Capital Advisors LLC 0.05% Add +2.0% 20,302 $1.7M
Sanctuary Wealth Management, L.L.C. 1.30% Reduce -10.4% 20,539 $1.7M
Brooklyn FI, LLC 0.67% Reduce -3.7% 20,509 $1.7M
Sax Wealth Advisors, LLC 0.16% Reduce -10.8% 20,503 $1.7M
BOK Financial Private Wealth, Inc. 0.12% Reduce -6.9% 20,248 $1.7M
Investment Partners, LTD. 0.77% No change 20,459 $1.7M
Choate Investment Advisors 0.04% Reduce -14.3% 20,418 $1.7M
Full Sail Capital, LLC 0.12% Add +17.8% 20,416 $1.7M
Cutler Investment Counsel LLC 0.23% Add +5.5% 20,084 $1.7M
Truepoint, Inc. 0.05% Reduce -18.6% 20,302 $1.7M
Drucker Wealth 3.0, LLC 0.45% — 20,294 $1.7M
Simmons Bank 0.13% Add +0.2% 20,282 $1.7M
Axxcess Wealth Management, LLC 0.05% Reduce -12.8% 20,271 $1.7M
Consolidated Portfolio Review Corp 0.39% Reduce -43.8% 20,138 $1.7M
Insigneo Advisory Services, LLC 0.19% Reduce -33.9% 18,973 $1.7M
Armbruster Capital Management, Inc. 0.35% Reduce -0.2% 20,047 $1.7M
Riverview Trust Co 1.59% Reduce -55.4% 20,000 $1.7M
Ritholtz Wealth Management 0.06% Reduce -3.4% 19,897 $1.7M
Regatta Capital Group, LLC 0.36% Add +2.4% 19,896 $1.7M
Slow Capital, Inc. 0.27% Reduce -1.1% 19,691 $1.7M
Austin Wealth Management, LLC 0.39% Reduce -0.7% 19,167 $1.7M
Clarity Capital Advisors, LLC 1.27% Add +7.1% 19,618 $1.6M
Burton Enright Welch 0.38% Reduce -2.3% 19,487 $1.6M
Hardin Capital Partners, LLC 1.06% — 19,432 $1.6M
1834 Investment Advisors Co. 0.20% No change 19,430 $1.6M
Dogwood Wealth Management LLC 1.00% Reduce -0.6% 19,396 $1.6M
Sharper & Granite LLC 0.77% Add +3.4% 19,354 $1.6M
Quantitative Investment Management, LLC 0.18% Reduce -44.7% 19,341 $1.6M
TCI Wealth Advisors, Inc. 0.15% No change 19,322 $1.6M
Callan Capital, LLC 0.13% Reduce -0.4% 19,299 $1.6M
Leavell Investment Management, Inc. 0.09% Add +4.4% 19,063 $1.6M
Independence Bank of Kentucky 0.43% Reduce -1.4% 19,286 $1.6M
Vanguard Group Inc. 0.00% Reduce -16.5% 19,219 $1.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -31.8% 19,190 $1.6M
Hershey Financial Advisers, LLC 1.40% — 18,688 $1.6M
MAS Advisors LLC 3.72% Reduce -86.0% 18,655 $1.6M
Covenant Asset Management, LLC 0.35% Reduce -0.7% 18,628 $1.6M
Ifrah Financial Services, Inc. 0.44% Reduce -1.3% 18,590 $1.6M
Oxford Financial Group, LTD. LLC 0.10% Add +16.1% 18,577 $1.6M
Old National Bancorp 0.04% Reduce -11.2% 18,493 $1.5M
American Financial & Tax Strategies Inc. 0.81% Add +8.3% 18,450 $1.5M
Carnegie Investment Counsel 0.05% Reduce -4.6% 18,435 $1.5M
BKM Wealth Management, LLC 0.74% Add +10.7% 18,426 $1.5M
BBJS Financial Advisors, LLC 0.57% Reduce -44.9% 18,388 $1.5M
First National Bank & Trust Co. of Newtown 0.31% Reduce -9.7% 18,124 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.7% 17,853 $1.5M
Cassaday & Co Wealth Management LLC 0.05% Add +19.2% 17,886 $1.5M
Foster Group, Inc. 0.06% Reduce -10.2% 17,641 $1.5M
Novak & Powell Financial Services, Inc. 0.91% Add +45.2% 17,545 $1.5M
United Community Bank 0.59% Reduce -9.5% 17,415 $1.5M
Moran Wealth Management, LLC 0.05% Add +2.7% 17,299 $1.4M
Gradient Capital Advisors, LLC 0.52% Reduce -3.5% 17,271 $1.4M
Sequoia Financial Advisors, LLC 0.02% Add +10.6% 17,142 $1.4M
Ieq Capital, LLC 0.02% Add +5.2% 17,229 $1.4M
Beaumont Financial Advisors, LLC 0.11% Reduce -6.4% 17,120 $1.4M
Pioneer Wealth Management Group 0.76% Add +4.9% 17,059 $1.4M
Field & Main Bank 0.53% Add +5.4% 16,944 $1.4M
Mainsail Financial Group, LLC 0.84% Reduce -52.9% 16,943 $1.4M
OmniStar Financial Group, Inc. 1.28% Reduce -4.3% 16,859 $1.4M
Boston Family Office LLC 0.10% Reduce -5.3% 16,852 $1.4M
Retirement Financial Solutions, LLC 0.66% Add +19.7% 16,833 $1.4M
Harbour Investments, Inc. 0.05% Reduce -7.5% 16,781 $1.4M
Debussy Capital Management LP 0.40% Reduce -2.4% 16,776 $1.4M
Abbrea Capital, LLC 0.18% Reduce -6.7% 16,477 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -10.4% 16,651 $1.4M
FSC Wealth Advisors, LLC 1.03% Add +38.9% 16,634 $1.4M
Walkner Condon Financial Advisors LLC 0.30% Reduce -6.3% 16,545 $1.4M
First Nebraska Trust Co 0.14% Reduce -2.8% 16,400 $1.4M
DBK Financial Counsel, LLC 1.49% Reduce -3.0% 16,377 $1.4M
Integris Wealth Management, LLC 0.40% Reduce -20.9% 16,364 $1.4M
Investment Advisory Group, LLC 0.53% No change 16,297 $1.4M
Fund Evaluation Group, LLC 0.08% Add +3.4% 16,193 $1.4M
Willis Johnson & Associates, Inc. 0.11% Add +2.8% 16,048 $1.3M
IFG Advisory, LLC 0.09% Add +2.3% 15,876 $1.3M
Prospera Financial Services Inc 0.04% Reduce -5.4% 15,814 $1.3M
Central Bank & Trust Co. 0.18% Reduce -2.4% 15,809 $1.3M
Ti-Trust, Inc. 1.02% Add +0.0% 15,726 $1.3M
CGN Advisors LLC 0.15% Add +12.5% 15,682 $1.3M
West Financial Advisors, LLC 0.27% Add +1.6% 15,616 $1.3M
Mystic Asset Management, Inc. 0.52% Add +0.5% 15,496 $1.3M
Institute for Wealth Management, LLC. 0.17% Reduce -4.2% 15,467 $1.3M
Invesco Ltd. 0.00% Reduce -5.7% 15,420 $1.3M
Moneco Advisors, LLC 0.19% Add +4.0% 15,395 $1.3M
Lester Murray Antman dba SimplyRich 0.41% No change 15,344 $1.3M
Hollencrest Capital Management 0.06% Reduce -1.2% 15,224 $1.3M
National Philanthropic Trust 0.02% Reduce -1.3% 15,150 $1.3M
City Holding Co. 0.19% No change 15,115 $1.3M
HB Wealth Management, LLC 0.01% Reduce -15.0% 15,070 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.55% Reduce -5.0% 15,047 $1.3M
Stone Summit Wealth LLC 0.45% Add +1.7% 14,976 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -1.5% 14,808 $1.2M
Ami Investment Management Inc. 0.43% Add +371.8% 14,752 $1.2M
Roundview Capital LLC 0.10% Reduce -3.4% 14,747 $1.2M
Arkadios Wealth Advisors 0.08% New 14,732 $1.2M
Palisades Hudson Asset Management, L.P. 0.57% Add +5.4% 14,718 $1.2M
Jaffetilchin Investment Partners, LLC 0.11% Reduce -5.1% 14,712 $1.2M
Global Trust Asset Management, LLC 0.49% Reduce -0.4% 14,660 $1.2M
Apollon Wealth Management, LLC 0.04% Reduce -12.2% 14,634 $1.2M
Hengehold Capital Management LLC 0.13% Add +6.4% 14,607 $1.2M
Sentinel Pension Advisors, LLC 0.25% Reduce -2.6% 14,558 $1.2M
Parsons Capital Management Inc. 0.08% Add +11.9% 14,464 $1.2M
Howard Wealth Management, LLC 0.95% Add +10.0% 14,454 $1.2M
Pallas Capital Advisors LLC 0.05% Add +1.0% 13,557 $1.2M
Next Capital Management LLC 0.50% No change 14,224 $1.2M
Penobscot Wealth Management 0.71% Add +4.7% 14,263 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -4.0% 14,198 $1.2M
Telos Capital Management, Inc. 0.13% Add +0.2% 14,178 $1.2M
Peoples Financial Services Corp. 0.53% Reduce -0.8% 14,117 $1.2M
Rakuten Investment Management, Inc. 0.01% No change 14,046 $1.2M
MetLife Investment Management, LLC 0.01% New 14,100 $1.2M
Vernal Point Advisors, LLC 0.83% No change 13,805 $1.2M
Strategic Blueprint, LLC 0.08% Reduce -0.7% 13,864 $1.2M
Oppenheimer Asset Management Inc. 0.01% Add +26.6% 13,783 $1.2M
Sepio Capital, LP 0.11% Reduce -0.6% 13,742 $1.2M
Rossmore Private Capital 0.15% Reduce -10.5% 13,731 $1.2M
Northwest Wealth Management, LLC 0.30% Reduce -5.3% 13,711 $1.1M
Mount Lucas Management LP 0.41% Reduce -10.5% 13,711 $1.1M
CenterStar Asset Management, LLC 1.72% New 13,680 $1.1M
Rothschild Investment LLC 0.08% Reduce -1.3% 13,686 $1.1M
Trinity Legacy Partners, LLC 0.33% Reduce -3.8% 13,644 $1.1M
Carolinas Wealth Consulting LLC 0.22% Reduce -4.6% 13,331 $1.1M
Accretive Wealth Partners, LLC 0.47% Add +0.6% 13,486 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -12.0% 13,468 $1.1M
Wesbanco Bank Inc. 0.04% Reduce -9.5% 13,374 $1.1M
Advisors Capital Management, LLC 0.02% Add +3.2% 13,320 $1.1M
Windsor Capital Management, LLC 0.34% Reduce -5.6% 13,259 $1.1M
KOM Wealth Management Group, LLC 1.04% Reduce -19.6% 13,245 $1.1M
Salem Investment Counselors Inc. 0.04% Add +0.9% 13,160 $1.1M
Bragg Financial Advisors, Inc 0.05% Reduce -7.9% 13,191 $1.1M
Balanced Rock Investment Advisors LLC 0.93% Reduce -3.2% 13,188 $1.1M
Simon Quick Advisors, LLC 0.08% Reduce -7.3% 12,987 $1.1M
Cambridge Financial Group, LLC 0.50% No change 12,973 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.24% Add +201.1% 12,963 $1.1M
KMG Fiduciary Partners, LLC 0.11% Reduce -22.6% 12,920 $1.1M
First Western Trust Bank 0.05% No change 12,778 $1.1M
Wealth Dimensions Group, Ltd. 0.30% Add +2.3% 12,774 $1.1M
Juncture Wealth Strategies, LLC 0.45% Add +45.1% 12,710 $1.1M
Sweeney & Michel, LLC 0.45% Add +1.2% 12,708 $1.1M
Madden Advisory Services, Inc. 0.54% Add +0.9% 12,704 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +8.8% 12,699 $1.1M
Roof Eidam Maycock Peralta, LLC 0.29% Reduce -0.8% 12,697 $1.1M
Motley Fool Wealth Management, LLC 0.05% Add +7.4% 12,696 $1.1M
William Howard & Co Financial Advisors Inc 0.98% Add +0.5% 12,647 $1.1M
Valley Financial Group, Inc. 0.77% Add +0.6% 12,581 $1.1M
Joel Isaacson & Co., LLC 0.06% Add +20.4% 12,575 $1.1M
Warner Financial, Inc. 0.51% Reduce -5.3% 12,505 $1.0M
Opus Capital Group, LLC 0.15% Reduce -0.2% 12,500 $1.0M
CW Advisors, LLC 0.02% Add +68.4% 12,489 $1.0M
One Wealth Map LLC 0.64% Add +6.2% 11,635 $1.0M
Visionary Wealth Advisors 0.07% Add +12.4% 12,394 $1.0M
Martel Wealth Advisors LLC 0.22% Reduce -1.3% 12,324 $1.0M
WMS Partners, LLC 0.07% Reduce -2.7% 12,316 $1.0M
Coordinated Financial Services, Inc. 0.89% Reduce -1.8% 12,247 $1.0M
CRA Financial Services, LLC 0.21% Add +6.7% 12,245 $1.0M
Laidlaw Wealth Management LLC 0.56% Add +1.0% 12,229 $1.0M
Capital Asset Advisory Services LLC 0.06% Reduce -13.4% 12,180 $1.0M
Bank Ozk 0.44% Reduce -14.2% 12,173 $1.0M
Arkansas Financial Group, Inc. 0.18% Add +0.0% 12,168 $1.0M
Blue Barn Wealth, LLC 0.56% Reduce -0.8% 11,976 $1.0M
Ellis Investment Partners, LLC 0.21% Add +0.4% 11,958 $1.0M
Jacobi Capital Management LLC 0.09% Add +2.9% 11,945 $1.0M
Endowment Wealth Management, Inc. 0.73% Reduce -0.6% 11,913 $998K
Nicolet Advisory Services, LLC 0.10% Reduce -24.5% 11,813 $997K
Kelleher Financial Advisors 0.41% Reduce -14.6% 11,837 $991K
Fifth Third Securities, Inc. 0.09% Add +1.1% 11,635 $987K
Laurel Wealth Planning LLC 0.69% Add +5.9% 11,765 $985K
Matrix Private Capital Group LLC 0.62% Reduce -5.0% 11,610 $984K
PFG Investments, LLC 0.07% Reduce -75.1% 11,728 $982K
Acropolis Investment Management, LLC 0.06% Reduce -5.7% 11,694 $979K
Tortoise Investment Management, LLC 0.11% Add +9.5% 11,681 $978K
Verde Capital Management 0.31% Add +8.3% 11,603 $972K
O'shaughnessy Asset Management, LLC 0.01% Add +93.5% 11,575 $970K
Asset Allocation Strategies LLC 0.33% Add +6.2% 11,559 $968K
Brio Consultants, LLC 0.16% Add +15.5% 11,533 $966K
Eclectic Associates Inc. 0.43% Add +7.8% 11,530 $966K
Topel & Distasi Wealth Management, LLC 0.42% Reduce -9.3% 11,491 $962K
Thompson Siegel & Walmsley LLC 0.02% Add +8.1% 11,422 $957K
Curbstone Financial Management Corp 0.21% No change 11,370 $952K
Pinnacle Bancorp, Inc. 0.28% Reduce -3.3% 11,361 $952K
Woodward Diversified Capital, LLC 0.56% Reduce -0.3% 11,339 $950K
Kovack Advisors, Inc. 0.10% Add +1.9% 11,233 $941K
Fiducient Advisors LLC 0.13% Add +9.5% 11,026 $935K
Sara-Bay Financial 0.38% Add +29.9% 11,141 $933K
TAP Consulting, LLC 0.20% Add +12.0% 11,117 $931K
Trust Co 0.12% Reduce -0.1% 11,090 $929K
Litman Gregory Wealth Management LLC 0.08% Reduce -11.6% 11,023 $923K
Schwarz Dygos Wheeler Investment Advisors LLC 0.25% Add +10.2% 10,990 $921K
Onyx Bridge Wealth Group LLC 0.15% Reduce -4.9% 10,939 $916K
Harbor Advisory Corp. 0.31% Reduce -10.4% 10,829 $907K
Diversify Wealth Management, LLC 0.11% — 10,206 $905K
Newman Dignan & Sheerar, Inc. 0.23% No change 10,777 $903K
Parkside Financial Bank & Trust 0.14% Reduce -0.5% 10,759 $901K
Argent Trust Co 0.04% No change 10,695 $896K
Jump Financial, LLC 0.02% Add +73.2% 10,570 $885K
Prostatis Group LLC 0.31% Add +1.1% 10,569 $885K
Wealthcare Capital Management LLC 0.09% Reduce -13.6% 10,544 $883K
Fingerlakes Wealth Management, Inc. 0.79% Reduce -6.2% 10,534 $882K
Mustard Seed Financial, LLC 0.84% Add +3.8% 10,532 $882K
Magnus Financial Group LLC 0.10% Add +8.4% 10,497 $879K
JFS Wealth Advisors, LLC 0.07% Reduce -17.9% 10,486 $878K
Intellectus Partners, LLC 0.24% Reduce -8.8% 10,325 $877K
Bouchey Financial Group, Ltd. 0.08% Add +0.0% 10,430 $875K
Dorsey & Whitney Trust CO LLC 0.06% Reduce -9.0% 10,439 $874K
Viawealth, LLC 0.54% No change 10,419 $873K
American Financial Advisors, LLC 0.12% Reduce -2.4% 10,361 $868K
Evercore Wealth Management, LLC 0.01% Reduce -22.2% 10,323 $865K
Impact Partnership Wealth, LLC 0.23% Reduce -7.4% 10,298 $863K
L.M. Kohn & Company 0.23% Reduce -9.1% 10,256 $859K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.36% No change 10,255 $859K
Founders Financial Securities LLC 0.08% Add +48.7% 10,124 $848K
Independent Wealth Network Inc. 0.39% Reduce -1.5% 10,042 $841K
Capital Management Associates, Inc 0.51% Reduce -3.7% 9,963 $840K
Concurrent Investment Advisors, LLC 0.03% Add +3.1% 10,011 $839K
Webster Bank, N. A. 0.09% Reduce -2.9% 9,932 $832K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -17.3% 9,900 $829K
IHT Wealth Management, LLC 0.03% Reduce -21.7% 9,750 $817K
Index Fund Advisors, Inc. 0.05% Add +11.4% 9,737 $816K
Apeiron RIA LLC 0.25% Reduce -4.9% 9,728 $815K
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +15.5% 9,715 $814K
Almanack Investment Partners, LLC. 0.14% No change 9,711 $813K
Tocqueville Asset Management L.P. 0.01% Reduce -6.4% 9,687 $811K
Elevated Capital Advisors, LLC 0.23% Reduce -4.0% 9,657 $809K
TPG Advisors LLC 0.69% — 9,647 $808K
NorthCoast Asset Management LLC 0.01% Add +0.2% 9,636 $807K
Ruedi Wealth Management, Inc. 0.32% Reduce -2.8% 9,569 $802K
Financial Advocates Investment Management 0.05% Reduce -0.9% 9,569 $801K
Forum Financial Management, LP 0.01% Reduce -5.2% 9,544 $799K
Hudock, Inc. 0.15% Reduce -22.8% 9,441 $791K
Fsa Wealth Partners, Inc. 0.22% Add +9.1% 9,425 $789K
Chesapeake Wealth Management 0.29% Reduce -3.3% 9,410 $788K
Integrity Wealth Solutions LLC 0.51% Add +16.6% 9,261 $785K
Orion Capital Management LLC 0.41% Reduce -18.3% 9,365 $784K
First National Bank Sioux Falls 0.41% Reduce -21.6% 9,329 $781K
LYNX Capital Group Ltd. 0.54% Add +2.4% 9,302 $779K
Lowe Brockenbrough & Co. Inc. 0.05% Add +1.1% 9,174 $778K
Gladstone Institutional Advisory LLC 0.04% Reduce -2.0% 9,270 $776K
Raab & Moskowitz Asset Management LLC 0.21% Reduce -6.3% 9,220 $772K
Annex Advisory Services, LLC 0.03% Add +2.0% 9,211 $771K
Financial Perspectives, Inc 0.28% No change 9,207 $771K
Rockingstone Advisors LLC 0.39% No change 9,137 $765K
Mayflower Financial Advisors, LLC 0.12% Reduce -6.3% 9,060 $759K
Benchmark Investment Advisors LLC 0.55% Reduce -11.1% 9,054 $758K
Glass Jacobson Investment Advisors llc 0.28% Add +15.1% 9,030 $756K
Jones Financial Companies LLLP 0.00% Add +237.5% 9,002 $754K
Allegiance Financial Group Advisory Services LLC 0.29% Add +8.0% 8,990 $753K
Chapin Davis, Inc. 0.26% Reduce -7.4% 8,978 $752K
Strata Wealth Advisors, LLC 0.26% Add +6.3% 8,970 $751K
First Bancorp, Inc 0.55% No change 8,936 $748K
First Financial Corp. 0.38% Reduce -0.9% 8,936 $748K
FAS Wealth Partners, Inc. 0.06% Add +7.1% 8,924 $747K
Bedel Financial Consulting, Inc. 0.11% Reduce -0.5% 8,881 $744K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -9.3% 8,846 $741K
Parker Financial LLC 0.40% Reduce -8.9% 8,747 $741K
Newport Capital Group, LLC 0.58% — 8,815 $738K
Flputnam Investment Management Co. 0.01% Add +35.0% 8,716 $730K
SOL Capital Management CO 0.09% Reduce -12.8% 8,701 $729K
Hirtle & Co., LLC 0.04% Reduce -0.7% 8,683 $727K
Washington Trust Bank 0.07% Reduce -34.8% 8,680 $727K
Fairhaven Wealth Management, LLC 0.24% Add +0.9% 8,663 $726K
Koshinski Asset Management, Inc. 0.07% Reduce -3.8% 7,122 $721K
Smith, Moore & Co. 0.07% Reduce -0.9% 8,600 $720K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 8,595 $720K
Apella Capital, LLC 0.03% Reduce -48.6% 8,587 $719K
Smith Shellnut Wilson LLC 0.35% No change 8,529 $714K
Montecito Bank & Trust 0.14% Reduce -0.3% 8,483 $711K
North Ridge Wealth Advisors, Inc. 0.54% Reduce -12.0% 8,443 $707K
Capital Analysts, LLC 0.03% Reduce -6.5% 8,417 $705K
Carson Advisory Inc. 0.49% Reduce -2.1% 8,407 $704K
Affinity Capital Advisors, LLC 0.15% Reduce -26.4% 8,398 $703K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 8,390 $703K
Fidato Wealth LLC 0.62% Reduce -2.6% 8,375 $702K
Summit Financial, LLC 0.03% Add +69.0% 8,257 $700K
Abacus Planning Group, Inc. 0.13% Reduce -19.7% 8,266 $692K
McLean Asset Management Corp 0.22% Add +1.4% 8,199 $692K
King Luther Capital Management Corp. 0.00% No change 8,238 $690K
Robertson Stephens Wealth Management, LLC 0.04% Reduce -42.6% 8,134 $690K
IFP Advisors, Inc 0.03% Reduce -7.8% 8,228 $689K
First Hawaiian Bank 0.02% Reduce -9.1% 8,224 $689K
Sandy Spring Bank 0.03% Reduce -15.4% 8,215 $688K
McDaniel Terry & Co. 0.06% No change 8,200 $687K
Guidance Capital, Inc. 0.23% Add +10.6% 7,595 $687K
&partners 0.03% Add +153.7% 8,193 $686K
Daymark Wealth Partners, LLC 0.03% Add +24.8% 8,183 $685K
CVA Family Office, LLC 0.12% Add +3.9% 8,158 $683K
Old North State Wealth Management, LLC 0.45% Add +0.4% 8,139 $683K
Root Financial Partners, LLC 0.16% Add +22.6% 8,077 $677K
MainStreet Investment Advisors LLC 0.08% Reduce -27.1% 8,075 $676K
Duncker Streett & Co. Inc. 0.13% No change 8,060 $675K
Mechanics Bank Trust Department 0.10% Add +130.4% 8,019 $672K
Key Financial Inc 0.16% No change 8,006 $671K
Hilltop Holdings Inc. 0.08% Add +19.8% 7,991 $669K
Pinnacle Family Advisors, LLC 0.37% New 7,962 $667K
Carrera Capital Advisors 0.22% — 7,844 $665K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +6.5% 7,886 $661K
Kuhn & Co Investment Counsel 0.59% Reduce -9.1% 7,860 $658K
SWS Partners 0.20% Add +0.3% 7,827 $656K
National Bank of Canada 0.00% No change 7,888 $653K
Diversify Advisory Services, LLC 0.04% Add +30.3% 7,792 $653K
Godshalk Welsh Capital Management, Inc. 0.43% Reduce -7.4% 7,785 $652K
KG Capital Management 0.22% Reduce -1.1% 7,720 $647K
Glen Eagle Advisors, LLC 0.12% Reduce -5.5% 7,684 $644K
YHB Investment Advisors, Inc. 0.06% Add +0.3% 7,660 $642K
Liberty Wealth Management LLC 0.12% Add +2.8% 7,655 $641K
Bfsg, LLC 0.08% Reduce -3.1% 7,638 $640K
Marco Investment Management LLC 0.06% No change 7,632 $639K
Bayesian Capital Management, LP 0.07% Reduce -45.6% 7,629 $639K
North Star Investment Management Corp. 0.05% Add +2.4% 7,582 $635K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.5% 7,556 $633K
Mechanics Financial Corp 0.32% Reduce -25.6% 7,547 $632K
Capital Insight Partners, LLC 0.12% Reduce -0.1% 7,538 $631K
Kingswood Wealth Advisors, LLC 0.06% Add +15.2% 7,517 $630K
Voya Financial Advisors, Inc. 0.07% Add +22.3% 7,464 $628K
Gries Financial LLC 0.13% Add +5.4% 7,460 $625K
Wealthspire Retirement, LLC 0.05% Add +2.5% 7,461 $625K
Richardson Financial Services Inc. 0.45% Add +2.0% 7,448 $624K
Clifford Group, LLC 0.50% Reduce -58.4% 7,410 $621K
Advocate Group LLC 0.13% No change 7,409 $621K
Hanover Advisors Inc. 0.27% Reduce -4.8% 7,380 $618K
Ascentis Independent Advisors 0.13% — 7,376 $618K
Mutual Advisors, LLC 0.02% Add +5.6% 6,854 $617K
Fiduciary Family Office, LLC 0.24% Reduce -9.2% 7,349 $616K
NorthRock Partners, LLC 0.02% Reduce -1.8% 7,259 $616K
Westside Investment Management, Inc. 0.14% Add +25.0% 7,341 $615K
Loudon Investment Management, LLC 0.36% No change 7,295 $611K
CJM Wealth Advisers, Ltd. 0.22% Reduce -4.6% 7,359 $611K
Sovereign Financial Group, Inc. 0.15% Reduce -7.6% 7,286 $610K
Certuity, LLC 0.05% Reduce -1.4% 7,272 $609K
SMART Wealth LLC 0.25% Add +37.4% 7,259 $608K
First Commonwealth Financial Corp 0.16% Reduce -11.0% 7,225 $605K
AMG National Trust Bank 0.02% Reduce -8.5% 7,195 $603K
Caldwell Trust Co 0.07% Add +99.0% 7,189 $602K
Essex Financial Services, Inc. 0.04% Reduce -0.3% 6,620 $600K
Community Bank, N.A. 0.08% Reduce -3.1% 7,150 $599K
Gryphon Financial Partners LLC 0.09% Add +57.9% 7,104 $595K
Csenge Advisory Group 0.03% Add +15.1% 7,096 $594K
Summit Financial Wealth Advisors, LLC 0.12% Add +16.8% 7,065 $592K
Keeler & Nadler Financial Planning & Wealth Management 0.32% Reduce -43.9% 7,053 $591K
Cardinal Point Capital Management ULC 0.10% Reduce -11.1% 6,871 $583K
Bluesphere Advisors LLC 0.30% Reduce -1.7% 6,938 $581K
Level Four Advisory Services, LLC 0.03% Reduce -4.2% 6,935 $581K
Headlands Technologies LLC 0.06% Add +275.7% 6,935 $581K
Fort Sheridan Advisors LLC 0.09% New 6,903 $578K
NWF Advisory Services Inc. 0.09% Add +6.7% 6,900 $578K
Lantern Wealth Advisors, LLC 0.42% Add +0.2% 6,893 $577K
Wealth Effects LLC 0.21% Reduce -3.4% 6,880 $576K
Greenleaf Trust 0.01% Reduce -14.4% 6,856 $574K
Wiser Advisor Group LLC 0.90% Add +27.2% 6,850 $574K
Mason Investment Advisory Services, Inc. 0.04% Add +9.6% 6,846 $573K
Towerpoint Wealth, LLC 0.29% Reduce -6.4% 6,845 $573K
First National Bank of Hutchinson 0.37% No change 6,840 $573K
Fisher Asset Management 0.00% Reduce -27.6% 6,827 $572K
O'ROURKE & COMPANY, Inc 0.32% Add +13.3% 6,809 $570K
Allen Investment Management, LLC 0.01% No change 6,781 $568K
Auour Investments LLC 0.21% Add +0.1% 6,727 $563K
Schnieders Capital Management LLC 0.11% Reduce -8.2% 6,718 $563K
Avidian Wealth Enterprises, LLC 0.03% Reduce -41.0% 6,713 $562K
Western Wealth Management, LLC 0.04% Reduce -16.2% 6,707 $562K
Optimist Retirement Group LLC 0.29% Reduce -5.8% 6,688 $560K
Piscataqua Savings Bank 0.50% Reduce -1.0% 6,681 $560K
Vise Technologies, Inc. 0.10% Add +10.7% 6,667 $558K
Raffa Wealth Management, LLC 0.16% Reduce -6.7% 6,567 $550K
Logan Stone Capital, LLC 0.14% Add +5.8% 6,564 $550K
WealthShield Partners, LLC 0.08% Add +20.2% 6,482 $548K
Cozad Asset Management Inc. 0.05% Reduce -0.3% 6,521 $546K
Arrow Financial Corp 0.05% Reduce -6.3% 6,505 $545K
Centaurus Financial, Inc. 0.04% Reduce -8.7% 6,492 $544K
Exchange Bank 0.46% Reduce -2.2% 6,492 $544K
Quotient Wealth Partners, LLC 0.02% Reduce -65.8% 6,487 $543K
First Interstate Bank 0.04% Reduce -26.0% 6,477 $543K
Private Trust Co. NA 0.06% Reduce -6.8% 6,470 $542K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.3% 6,432 $539K
Heritage Trust Co 0.07% Add +2.7% 6,381 $534K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Add +12.3% 6,355 $532K
Bradley Foster & Sargent Inc. 0.01% No change 6,322 $530K
Edge Capital Group, LLC 0.03% Reduce -5.4% 6,311 $529K
Upper Left Wealth Management, LLC 0.48% Reduce -0.0% 6,295 $527K
NCM Capital Management, LLC 0.28% No change 6,274 $526K
Farrell Financial LLC 0.41% Reduce -6.0% 6,248 $523K
Lanark Financial, Inc. 0.05% Reduce -1.7% 6,228 $521K
Ironwood Investment Counsel, LLC 0.09% Reduce -1.0% 6,213 $520K
Farmers National Bank 0.16% Reduce -1.2% 6,212 $520K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.2% 6,210 $520K
Nomura Asset Management Co. Ltd. 0.00% No change 6,200 $519K
Bridges Investment Management Inc. 0.01% No change 6,178 $517K
Merriman Wealth Management, LLC 0.02% Add +27.4% 6,105 $517K
Libra Wealth LLC 0.22% Reduce -4.0% 6,165 $516K
Greenwich Wealth Management LLC 0.04% Add +0.0% 6,134 $514K
DF Dent & Co. Inc. 0.01% Reduce -11.1% 6,079 $509K
Diligent Investors, LLC 0.13% No change 6,067 $508K
TFB Advisors LLC 0.16% Add +0.3% 6,043 $506K
Arbor Wealth Advisors LLC 0.50% No change 6,000 $503K
Trust Co. of Oklahoma 0.18% Reduce -0.6% 5,991 $502K
Natixis 0.00% Reduce -0.6% 5,950 $498K
Cypress Capital Group 0.06% Reduce -30.5% 5,943 $498K
American National Bank & Trust 0.06% Reduce -3.6% 5,922 $496K
Lodestone Wealth Management LLC 0.26% Reduce -4.1% 5,852 $490K
Venture Visionary Partners LLC 0.02% Reduce -31.8% 5,850 $490K
Lam Group, Inc. 0.41% Add +15.6% 5,815 $487K
Bank of Marin 0.42% Reduce -15.7% 5,779 $484K
Rehmann Capital Advisory Group 0.03% Add +10.3% 5,773 $484K
S.A. Mason LLC 0.27% No change 5,767 $483K
Vannoy Advisory Group, Inc. 0.37% Reduce -7.3% 5,712 $478K
Heritage Wealth Advisors 0.02% Reduce -14.9% 5,709 $478K
First Heartland Consultants, Inc. 0.05% Reduce -58.5% 5,708 $478K
Patton Albertson Miller Group, LLC 0.07% Reduce -4.6% 5,666 $475K
Boltwood Capital Management 0.15% Add +4.3% 5,656 $474K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +1.0% 5,589 $468K
Estate Counselors, LLC 0.05% New 5,575 $467K
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 0.40% No change 5,560 $466K
Busey Bank 0.02% Reduce -19.6% 5,550 $465K
Barrett & Company, Inc. 0.21% No change 5,549 $465K
Quantinno Capital Management LP 0.01% Add +71.0% 5,533 $463K
Jmac Enterprises LLC 0.08% Reduce -0.4% 5,528 $463K
Eagle Strategies LLC 0.09% Reduce -35.3% 5,523 $463K
Savvy Advisors, Inc. 0.15% Reduce -11.3% 5,504 $461K
Principal Securities, Inc. 0.01% Add +3.2% 5,477 $459K
Wolverine Trading, LLC 0.01% Reduce -9.3% 5,442 $456K
Canal Capital Management, LLC 0.08% Add +7.9% 5,432 $455K
Bray Capital Advisors 0.11% Add +6.9% 5,426 $454K
Essex LLC 0.10% New 5,421 $454K
LGT Financial Advisors LLC 0.96% No change 5,419 $454K
BIP Wealth, LLC 0.04% Reduce -9.0% 5,411 $453K
Elevation Wealth Partners, LLC 0.21% Reduce -3.3% 5,402 $453K
ROI Financial Advisors, LLC 0.33% Reduce -0.2% 5,307 $452K
Ascent Group, LLC 0.04% Reduce -10.1% 5,353 $448K
Sachetta, LLC 0.19% Reduce -19.3% 4,910 $445K
Jackson Creek Investment Advisors LLC 0.16% Reduce -0.4% 5,317 $445K
SlateStone Wealth, LLC 0.05% New 5,307 $445K
Hexagon Capital Partners LLC 0.10% Add +2.3% 5,302 $444K
Morris Financial Concepts, Inc. 0.21% Add +9.6% 5,295 $444K
Brown Financial Advisory 0.34% No change 5,288 $443K
Strategic Financial Planning, Inc. 0.32% No change 5,265 $441K
Nikulski Financial, Inc. 0.14% Add +0.1% 5,255 $440K
Horan Securities, Inc. 0.19% Add +0.2% 5,250 $440K
Tompkins Financial Corp. 0.05% No change 5,243 $439K
Avalon Trust Co 0.03% No change 5,224 $438K
San Luis Wealth Advisors LLC 0.10% New 5,220 $437K
Howard Financial Services, LTD. 0.07% Reduce -10.8% 5,213 $437K
Samalin Investment Counsel, LLC 0.20% Add +13.0% 5,203 $436K
ProVise Management Group, LLC 0.04% No change 5,197 $435K
Cascade Wealth Advisors, Inc 0.32% Reduce -55.7% 4,940 $435K
HM Payson & Co. 0.01% Add +20.8% 5,180 $434K
Motco 0.03% Add +0.7% 5,151 $431K
MontVue Capital Management, Inc. 0.34% Add +23.1% 5,146 $431K
Wintrust Investments LLC 0.04% Add +6.7% 5,150 $431K
Stablepoint Partners, LLC 0.08% Add +20.2% 4,787 $431K
Hoylecohen, LLC 0.03% Reduce -3.0% 5,134 $430K
RS Crum Inc. 0.11% Reduce -10.5% 5,130 $430K
Platte River Wealth Advisors, LLC 0.12% No change 5,126 $429K
BlackRock Inc. 0.00% Reduce -0.8% 5,120 $429K
Clear Rock Advisors, LLC 0.18% No change 5,117 $429K
USA Financial Formulas 0.07% Reduce -8.9% 5,112 $428K
Invictus Private Wealth, LLC 0.04% Add +1.9% 5,105 $428K
Red Mountain Financial, LLC 0.51% — 5,083 $426K
GFS Advisors, LLC 0.07% Reduce -8.9% 4,600 $425K
Bryant Woods Investment Advisors, LLC 0.31% Reduce -9.6% 5,614 $425K
Modern Wealth Management, LLC 0.03% Add +2.0% 5,054 $423K
Kearns & Associates LLC 0.32% Add +0.0% 5,046 $423K
Alexander Labrunerie & Co., Inc. 0.23% Add +5.8% 5,036 $422K
Goelzer Investment Management, Inc. 0.02% Reduce -11.2% 5,030 $421K
Earned Wealth Advisors, LLC 0.16% Add +11.2% 5,029 $421K
ICONIQ Capital, LLC 0.01% Reduce -7.8% 5,010 $420K
Northeast Investment Management 0.02% Reduce -68.4% 5,008 $419K
Edge Wealth Management LLC 0.09% No change 5,000 $419K
Sage Capital Management, LLC 0.22% No change 4,978 $417K
Mayport, LLC 0.15% Reduce -12.4% 4,955 $415K
Carmichael Hill & Associates, Inc. 0.17% No change 4,945 $414K
Keystone Financial Planning, Inc. 0.14% No change 4,942 $414K
Eagle Bluffs Wealth Management LLC 0.24% Reduce -7.2% 4,850 $411K
Claro Advisors Inc. 0.06% Reduce -2.3% 4,860 $407K
Latitude Advisors, LLC 0.25% Add +5.8% 4,850 $406K
Clarius Group, LLC 0.03% Add +40.1% 4,807 $403K
Wilson & Boucher Capital Management, LLC 0.31% No change 4,800 $402K
Resolute Advisors LLC 0.10% No change 4,722 $400K
DRW Securities, LLC 0.02% New 4,763 $399K
Northwest Bancshares, Inc. 0.07% Reduce -5.4% 4,758 $399K
New Century Financial Group, LLC 0.17% New 4,744 $397K
McNaughton Wealth Management, LLC 0.21% Reduce -1.9% 4,744 $397K
First International Bank & Trust 0.14% No change 4,734 $397K
Regent Peak Wealth Advisors LLC 0.09% Reduce -89.9% 4,717 $395K
Tenret Co LLC 0.27% New 4,710 $395K
James J. Burns & Company, LLC 0.08% New 4,709 $394K
Norris Perne & French LLP 0.03% Reduce -1.9% 4,700 $394K
Northern Capital Management, Inc. 0.26% No change 4,623 $387K
Money Concepts Capital Corp. 0.03% Add +4.1% 4,591 $385K
Patten Group, Inc. 0.09% Reduce -3.6% 4,589 $384K
Maripau Wealth Management LLC 0.26% Reduce -24.7% 4,528 $384K
PBMares Wealth Management LLC 0.09% Reduce -52.1% 4,578 $383K
Occidental Asset Management, LLC 0.07% Add +5.2% 4,577 $383K
Cobblestone Capital Advisors LLC 0.02% Reduce -6.2% 4,577 $383K
Legacy PCG, LLC 0.24% Reduce -1.9% 4,568 $383K
EverSource Wealth Advisors, LLC 0.03% Reduce -5.4% 4,222 $382K
Davis R M Inc. 0.01% Reduce -3.5% 4,551 $381K
Anson Capital, Inc. 0.38% Reduce -10.0% 4,544 $381K
Boston Trust Walden Corp 0.00% No change 4,522 $379K
Affiance Financial, LLC 0.10% Reduce -30.5% 4,519 $379K
Hillcrest Wealth Advisors - NY, LLC 0.20% No change 4,500 $377K
Baker Avenue Asset Management, LP 0.01% Reduce -53.4% 4,478 $375K
Trust Co. of Vermont 0.02% Add +7.1% 4,462 $374K
Capital Advisors, Ltd. LLC 0.05% Reduce -16.9% 4,447 $372K
Mosaic Financial Group, LLC 0.27% Add +9.4% 4,431 $371K
Wick Capital Partners, LLC 0.13% New 4,428 $371K
Angeles Wealth Management, LLC 0.03% Reduce -1.3% 4,400 $369K
Personal Cfo Solutions, LLC 0.06% Add +2.2% 4,390 $368K
Berkeley Capital Partners, LLC 0.11% Add +5.8% 4,358 $365K
Mission Creek Capital Partners, Inc. 0.09% Reduce -0.6% 4,344 $364K
Professional Advisory Services Inc. 0.05% No change 4,336 $363K
Benjamin F. Edwards & Company, Inc. 0.01% No change 4,334 $363K
Chatham Capital Group, Inc. 0.06% Reduce -18.4% 4,320 $362K
Leeward Financial Partners, LLC 0.15% Reduce -89.2% 4,294 $360K
FineMark National Bank & Trust 0.01% Reduce -19.5% 4,287 $359K
Fidelity D & D Bancorp Inc. 0.27% No change 4,270 $358K
Davidson Trust Co. 0.25% No change 4,256 $356K
Colonial Trust Co / SC 0.06% Reduce -1.4% 4,252 $356K
HSBC Holdings PLC 0.00% Reduce -94.4% 4,263 $355K
Facet Wealth, Inc. 0.01% Add +49.7% 3,916 $355K
Foundations Investment Advisors, LLC 0.01% Reduce -80.3% 4,237 $355K
Quadrant Private Wealth Management, LLC 0.08% Add +16.6% 4,179 $351K
Girard Partners LTD. 0.03% Reduce -12.2% 4,189 $351K
Cedar Mountain Advisors, LLC 0.09% No change 4,187 $351K
Peak Financial Management, Inc. 0.11% Add +0.4% 4,156 $348K
Werba Rubin Papier Wealth Management 0.10% Reduce -28.7% 4,155 $348K
First National Trust Co 0.01% Add +2.9% 4,148 $347K
Perkins Coie Trust Co 0.08% No change 4,131 $346K
Inspirion Wealth Advisors, LLC 0.05% No change 4,130 $346K
Paces Ferry Wealth Advisors, LLC 0.21% Reduce -2.0% 4,119 $345K
Legacy Capital Wealth Partners, LLC 0.09% New 4,110 $344K
Windward Private Wealth Management Inc. 0.14% Reduce -16.6% 4,100 $343K
SkyOak Wealth, LLC 0.08% No change 4,091 $343K
Farmers Trust Co. 0.07% Reduce -2.7% 4,055 $340K
Marino, Stram & Associates LLC 0.08% No change 4,024 $337K
Orleans Capital Management Corp. 0.21% Reduce -47.4% 4,020 $337K
Sunpointe, LLC 0.22% New 3,970 $337K
XML Financial, LLC 0.03% Reduce -4.7% 4,011 $336K
Fee-Only Financial Planning, L.C. 0.22% No change 3,986 $334K
Kirtland Hills Capital Management, LLC 0.28% Add +6.3% 3,978 $333K
Moloney Securities Asset Management, LLC 0.05% Reduce -6.3% 3,971 $333K
Unionview, LLC 0.27% Add +20.6% 3,966 $332K
Roger Wittlin Investment Advisory, LLC 0.21% No change 3,950 $331K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -4.8% 3,934 $329K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -0.2% 3,932 $329K
Burney Co./ 0.01% Add +1.1% 3,928 $329K
Wealth Architects, LLC 0.04% Reduce -13.9% 3,921 $328K
McNamara Financial Services, Inc. 0.07% Add +1.9% 3,880 $325K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -12.5% 3,814 $323K
Seascape Capital Management 0.12% No change 3,862 $323K
Evolution Wealth Advisors, LLC 0.06% Add +17.6% 3,850 $322K
Platform Technology Partners 0.11% — 3,845 $322K
Mattern Capital Management, LLC 0.04% No change 3,815 $320K
Valeo Financial Advisors, LLC 0.01% Reduce -5.5% 3,802 $318K
Indiana Trust & Investment Management Co 0.12% Reduce -10.2% 3,787 $317K
Perissos Private Wealth Management, LLC 0.28% Reduce -19.4% 3,786 $317K
Mendel Money Management 0.15% Reduce -6.1% 3,778 $316K
Jackson Thornton Wealth Management, LLC 0.05% Add +12.7% 3,765 $315K
E&G Advisors, LLC 0.09% Add +36.9% 3,764 $315K
Walden Wealth Partners LLC 0.18% No change 3,762 $315K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -0.3% 3,564 $315K
Strategic Financial Partners, Ltd. 0.17% Reduce -15.5% 3,712 $311K
Gold Investment Management Ltd. 0.13% Reduce -1.7% 3,708 $311K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 3,710 $311K
Petra Financial Advisors Inc. 0.22% No change 3,710 $311K
Great Valley Advisor Group, Inc. 0.01% Add +24.8% 3,708 $310K
Meridian Investment Counsel Inc. 0.10% No change 3,698 $310K
SteelPeak Wealth, LLC 0.01% Reduce -9.3% 3,649 $309K
Ironwood Financial, llc 0.07% Reduce -2.4% 3,675 $308K
Private Client Services, LLC 0.19% Reduce -39.6% 3,672 $308K
Bristlecone Advisors, LLC 0.03% New 3,672 $308K
Ballast, Inc. 0.09% No change 3,650 $306K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -5.2% 3,647 $305K
Forza Wealth Management, LLC 0.16% No change 3,644 $305K
Wealthstream Advisors, Inc. 0.11% Reduce -2.2% 3,640 $305K
Future Financial Wealth Managment LLC 0.27% Reduce -83.4% 3,640 $305K
Prosperity Planning, Inc. 0.10% Reduce -0.1% 3,619 $303K
Olde Wealth Management, LLC 0.11% New 3,551 $301K
TD Capital Management LLC 0.03% No change 3,592 $301K
Paulson Wealth Management Inc. 0.09% Add +2.0% 3,568 $299K
Atwater Malick LLC 0.10% No change 3,555 $298K
Headinvest, LLC 0.06% No change 3,540 $297K
Ledyard National Bank 0.03% Reduce -8.1% 3,536 $296K
TD Waterhouse Canada Inc. 0.00% Add +47.5% 3,567 $296K
RiverGlades Family Offices LLC 0.23% No change 3,523 $295K
Stockman Wealth Management, Inc. 0.05% Add +1.5% 3,482 $292K
Poehling Capital Management, INC. 0.08% No change 3,482 $292K
Sheets Smith Wealth Management 0.03% Reduce -2.9% 3,468 $290K
Linscomb Wealth, Inc. 0.01% No change 3,467 $290K
T. Rowe Price Associates Inc. 0.00% Reduce -62.1% 3,445 $289K
CGC Financial Services, LLC 0.13% No change 3,450 $289K
Cassady Schiller Wealth Management, LLC 0.12% No change 3,429 $287K
Financial Freedom, LLC 0.16% Reduce -14.8% 3,406 $285K
Diversified Trust Co. 0.01% Reduce -20.5% 3,406 $285K
RFP Financial Group LLC 0.10% Add +5.7% 3,383 $283K
Tandem Capital Management Corp. 0.16% Reduce -2.0% 3,390 $283K
Insight Advisors, LLC/ PA 0.05% Reduce -0.9% 3,378 $283K
Mackenzie Financial Corp. 0.00% Reduce -88.0% 3,367 $282K
Silverlake Wealth Management LLC 0.12% Reduce -8.7% 3,363 $282K
Realta Investment Advisors 0.06% Reduce -2.9% 3,361 $282K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 3,358 $281K
Spreng Capital Management, Inc. 0.15% Reduce -1.1% 3,358 $281K
Cladis Investment Advisory, LLC 0.20% No change 3,352 $281K
Iron Horse Wealth Management, LLC 0.11% Reduce -2.6% 3,349 $280K
FreeGulliver LLC 0.19% No change 3,337 $280K
Synergy Financial Group, LTD 0.29% No change 3,332 $279K
McAdam, LLC 0.02% Add +0.6% 3,318 $278K
Heritage Wealth Management, LLC 0.15% Add +0.7% 3,310 $277K
Heritage Family Offices, LLP 0.15% — 3,310 $277K
Castle Rock Wealth Management, LLC 0.07% Add +0.7% 3,326 $276K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $276K
Paladin Advisory Group, LLC 0.21% Add +1.9% 3,320 $275K
Embree Financial Group 0.05% Reduce -5.7% 3,288 $275K
Arrowroot Family Office, LLC 0.18% Reduce -7.0% 3,266 $274K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -2.9% 3,263 $273K
Moseley Investment Management Inc. 0.13% Reduce -17.1% 3,262 $273K
Wilmington Savings Fund Society, FSB 0.01% Add +40.6% 3,260 $273K
Prosperity Consulting Group, LLC 0.04% Reduce -28.6% 3,250 $272K
Charter Oak Capital Management, LLC 0.03% Reduce -12.9% 3,245 $272K
Cooper/Haims Advisors, LLC 0.15% Reduce -0.4% 3,243 $272K
Life Planning Partners, Inc 0.25% Add +0.9% 3,237 $271K
IVC Wealth Advisors LLC 0.15% Add +13.1% 3,237 $271K
Birchcreek Wealth Management, LLC 0.15% Add +1.8% 3,202 $268K
Horan Capital Advisors, LLC. 0.09% No change 3,198 $268K
Colony Family Offices, LLC 0.09% No change 3,159 $268K
German American Bancorp, Inc. 0.03% Add +2.7% 3,194 $268K
AllSquare Wealth Management LLC 0.16% Reduce -2.4% 3,171 $266K
Morton Brown Family Wealth, LLC 0.10% No change 2,963 $264K
Cadent Capital Advisors, LLC 0.11% Reduce -3.0% 3,133 $262K
Forum Private Client Group LLC 0.12% Reduce -25.6% 3,131 $262K
RDA Financial Network 0.09% Reduce -0.3% 3,127 $262K
Sage Rhino Capital LLC 0.06% No change 3,123 $262K
Anchor Capital Advisors LLC 0.01% No change 3,120 $261K
Blossom Wealth Management 0.57% Add +5.0% 3,118 $261K
Ausdal Financial Partners, Inc. 0.03% Reduce -20.1% 3,108 $260K
LaSalle St. Investment Advisors, LLC 0.13% Add +9.1% 3,105 $260K
Jupiter Wealth Management LLC 0.14% Reduce -30.8% 2,874 $260K
Capital Investment Counsel, LLC 0.05% Reduce -2.5% 3,087 $259K
American Money Management, LLC 0.06% Add +1.5% 3,082 $258K
GYL Financial Synergies, LLC 0.02% New 3,082 $258K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 3,080 $258K
Cowa, LLC 0.14% Add +1.4% 3,060 $256K
ETF Store, Inc. 0.26% No change 3,051 $256K
Columbia Bank 0.10% Add +5.2% 3,021 $253K
PFG Advisors 0.02% Reduce -12.0% 3,017 $253K
Lincoln Capital LLC 0.06% No change 3,000 $251K
GAMCO Investors 0.00% No change 3,000 $251K
Pasadena Private Wealth, LLC 0.06% Reduce -10.5% 2,998 $251K
Allianz SE 0.01% No change 2,988 $250K
Safeguard Financial, LLC 0.07% Reduce -23.3% 2,987 $250K
Red Lighthouse Investment Management, LLC 0.10% No change 2,984 $250K
Harbour Capital Advisors, LLC 0.06% No change 3,000 $249K
Kendall Capital Management 0.08% No change 2,961 $248K
Strengthening Families & Communities, LLC 0.07% New 2,960 $248K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,942 $246K
Bar Harbor Wealth Management 0.02% Reduce -7.1% 2,927 $245K
Discipline Wealth Solutions, LLC 0.19% Add +21.4% 2,925 $245K
Granite FO LLC 0.16% No change 2,924 $245K
CBIZ Investment Advisory Services, LLC 0.01% No change 2,887 $245K
Cranbrook Wealth Management, LLC 0.06% No change 2,922 $245K
Faithward Advisors, LLC 0.04% New 2,922 $245K
Davis Capital Management 0.21% Reduce -32.7% 2,943 $244K
Cascade Investment Group, Inc. 0.19% Add +16.1% 2,899 $243K
Proffitt & Goodson Inc. 0.04% New 2,861 $240K
Ignite Planners, LLC 0.06% Reduce -30.4% 2,868 $240K
Asset Dedication, LLC 0.02% Reduce -8.0% 2,846 $238K
Aua Capital Management, LLC 0.14% No change 2,845 $238K
Ade, LLC 0.16% No change 2,839 $238K
Oceanside Advisors LLC 0.19% Add +0.3% 2,832 $237K
Canvas Wealth Advisors, LLC 0.07% New 2,612 $237K
Alexander Randolph Advisory, Inc. 0.22% No change 2,821 $236K
Independent Advisor Alliance 0.01% New 2,807 $235K
Compass Financial Group, INC 0.05% Reduce -1.8% 2,802 $235K
Sprinkle Financial Consultants LLC 0.18% Add +5.8% 2,800 $234K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 2,570 $233K
HBC Financial Services, PLLC 0.15% Add +0.1% 2,589 $233K
Brookmont Capital Management 0.13% Reduce -12.2% 2,781 $233K
Fort Washington Investment Advisors Inc. 0.00% No change 2,777 $233K
Keudell/Morrison Wealth Management 0.07% Add +7.3% 2,770 $232K
Knollwood Investment Advisory, LLC 0.03% No change 2,767 $232K
Abacus Wealth Partners, LLC 0.04% Add +3.5% 2,751 $230K
Glassman Wealth Services 0.04% Add +2.9% 2,751 $230K
Melfa Wealth Management, Inc. 0.16% Reduce -0.3% 2,741 $230K
MorganRosel Wealth Management, LLC 0.08% Add +1.5% 2,732 $229K
Bensler, LLC 0.03% No change 2,724 $228K
LJI Wealth Management, LLC 0.05% Add +5.5% 2,719 $228K
Drive Wealth Management, LLC 0.06% Reduce -1.1% 2,673 $227K
Trexquant Investment LP 0.00% New 2,689 $225K
Center for Financial Planning, Inc. 0.03% Reduce -0.6% 2,688 $225K
W.H. Cornerstone Investments Inc. 0.16% Reduce -39.3% 2,683 $225K
Bath Savings Trust Co 0.02% Reduce -28.5% 2,683 $225K
Guidance Point Advisors, LLC 0.07% Add +6.4% 2,679 $224K
Beacon Financial Group 0.03% No change 2,677 $224K
Sonora Investment Management Group, LLC 0.02% No change 2,592 $224K
Clear Creek Financial Management, LLC 0.03% Reduce -4.3% 2,659 $223K
Old North State Trust, LLC 0.19% No change 2,645 $222K
BLB&B Advisors, LLC 0.01% Reduce -6.9% 2,644 $221K
Griffin Asset Management, Inc. 0.03% Reduce -13.2% 2,639 $221K
Covestor Ltd 0.14% Add +12.2% 2,640 $221K
SC&H Financial Advisors, Inc. 0.05% No change 2,627 $220K
Capital Advisors Inc. 0.00% Reduce -97.8% 2,598 $218K
Capasso Planning Partners LLC 0.07% Reduce -4.3% 2,598 $218K
Cornerstone Advisors Asset Management, LLC 0.06% No change 2,589 $217K
Lokken Investment Group LLC 0.10% Reduce -8.5% 2,584 $216K
Smith & Howard Wealth Management, LLC 0.06% Reduce -0.4% 2,578 $216K
Kraft Asset Management, LLC 0.18% No change 2,573 $216K
SevenBridge Financial Group, LLC 0.05% New 2,383 $215K
Romano Brothers and Company 0.03% No change 2,562 $215K
Vestia Personal Wealth Advisors 0.23% — 2,558 $214K
Trust Point Inc. 0.02% Reduce -8.1% 2,554 $214K
Lowe Wealth Advisors, LLC 0.10% Add +12.6% 2,552 $214K
Gemmer Asset Management LLC 0.02% New 2,550 $214K
Avantax Planning Partners, Inc. 0.01% Add +7.3% 2,548 $213K
Strategic Wealth Partners, Ltd. 0.02% Reduce -0.2% 2,538 $213K
Orin Green Financial, LLC 0.10% New 2,531 $212K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -3.6% 2,529 $212K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -4.6% 2,516 $211K
Grey Ledge Advisors, LLC 0.06% Add +2.4% 2,511 $210K
Aspen Grove Capital, LLC 0.05% No change 2,480 $210K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 2,500 $209K
Courier Capital LLC 0.02% No change 2,500 $209K
PAX Financial Group, LLC 0.04% Reduce -6.9% 2,482 $208K
Pettinga Financial Advisors LLC 0.05% Reduce -78.9% 2,468 $207K
St Germain D J Co. Inc. 0.01% Reduce -5.1% 2,467 $207K
Aviso Wealth Management 0.12% Reduce -9.2% 2,461 $206K
Citizens National Bank Trust Department 0.05% No change 2,460 $206K
Perennial Investment Advisors, LLC 0.03% No change 2,447 $205K
BBR Partners, LLC 0.02% Reduce -41.2% 2,429 $203K
Waterloo Capital, L.P. 0.02% Reduce -52.9% 2,427 $203K
Harbour Trust & Investment Management Co 0.02% Reduce -7.8% 2,417 $202K
Aveo Capital Partners, LLC 0.02% Reduce -91.3% 2,417 $202K
Valley National Advisers Inc. 0.03% No change 2,423 $202K
RBA Wealth Management, LLC 0.08% Reduce -6.5% 2,407 $202K
American State Bank (Iowa) 0.13% New 2,403 $201K
Bluespring Wealth Management, LLC 0.02% Reduce -77.7% 2,332 $201K
Equita Financial Network, Inc. 0.08% Reduce -46.0% 2,399 $201K
Chesley Taft & Associates LLC 0.01% Reduce -11.5% 2,393 $200K
Armstrong Advisory Group, Inc. 0.02% No change 2,324 $195K
Fairman Group, LLC 0.19% No change 2,238 $190K
Coppell Advisory Solutions LLC 0.03% — 2,257 $189K
Macroview Investment Management LLC 0.20% Add +0.9% 2,249 $188K
Element Wealth, LLC 0.10% Reduce -9.0% 2,169 $182K
Opal Wealth Advisors, LLC 0.06% Reduce -1.1% 2,139 $179K
SJS Investment Consulting Inc. 0.03% No change 2,122 $178K
MGB Wealth Management, LLC 0.07% Add +5.2% 2,025 $177K
ZynergyRetirementPlanningLLC 0.13% — 2,085 $175K
Ballast Advisors LLC 0.06% Add +2.9% 2,073 $174K
SouthState Bank Corp 0.01% Reduce -1.3% 2,069 $173K
Dynamic Wealth Strategies, LLC 0.15% Reduce -0.1% 2,068 $173K
Icon Wealth Advisors, LLC 0.02% Reduce -34.7% 1,905 $172K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,051 $171K
Moser Wealth Advisors, LLC 0.09% No change 2,000 $168K
AlphaCentric Advisors LLC 0.12% Reduce -8.1% 1,915 $160K
Archer Investment Corp 0.05% Reduce -2.1% 1,902 $159K
Hilltop National Bank 0.05% Reduce -48.3% 1,868 $156K
Valued Wealth Advisors LLC 0.11% Add +1.1% 1,841 $155K
Salomon & Ludwin, LLC 0.02% Reduce -12.7% 1,847 $155K
Alaska Wealth Advisors, LLC 0.02% Reduce -4.2% 1,844 $154K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 1,829 $153K
Horizon Bancorp Inc. 0.07% Reduce -4.4% 1,806 $151K
Family Asset Management, LLC 0.09% Add +108.9% 1,619 $136K
Deutsche Bank AG 0.00% No change 1,605 $134K
MCF Advisors LLC 0.01% No change 1,588 $133K
Bare Financial Services, Inc 0.07% Add +478.2% 1,434 $130K
Oakworth Capital, Inc. 0.01% Reduce -3.8% 1,534 $128K
Resources Management Corp. /CT/ 0.02% No change 1,509 $126K
Pingora Partners LLC 0.09% No change 1,500 $126K
Tyler-Stone Wealth Management 0.05% Add +0.6% 1,415 $119K
Cape Investment Advisory, Inc. 0.05% No change 1,414 $118K
Hanson & Doremus Investment Management 0.02% Add +0.1% 1,375 $115K
Creative Financial Designs Inc. 0.01% Add +0.1% 1,328 $111K
Tsfg, LLC 0.03% No change 1,309 $110K
Annapolis Financial Services, LLC 0.03% Reduce -12.3% 1,279 $107K
Standard Family Office LLC 0.13% No change 1,232 $103K
Advantage Trust Co 0.07% Reduce -96.6% 1,218 $102K
Janiczek Wealth Management, LLC 0.02% No change 1,206 $101K
Morling Financial Advisors, LLC 0.04% No change 1,148 $96K
Pacifica Partners Inc. 0.04% Add +12.9% 1,149 $96K
Northwest Bank & Trust Co 0.08% Add +14.5% 1,128 $94K
Rosenberg Matthew Hamilton 0.03% Reduce -41.1% 1,124 $93K
Atwood & Palmer Inc. 0.01% New 1,112 $93K
Toth Financial Advisory Corp. 0.01% Reduce -27.2% 1,110 $93K
Ridgewood Investments LLC 0.05% New 1,109 $93K
Union Savings Bank 0.05% No change 1,100 $92K
Parallax Volatility Advisers, L.P. 0.00% New 1,097 $92K
Armor Investment Advisors, LLC 0.04% Reduce -12.1% 1,087 $91K
Aspect Partners, LLC 0.05% Reduce -17.1% 1,074 $90K
Bellevue Asset Management, LLC 0.05% No change 1,066 $89K
Garland Capital Management Inc. 0.06% No change 1,049 $88K
Kathleen S. Wright Associates Inc. 0.04% Add +157.8% 1,031 $86K
AdvisorNet Financial, Inc 0.01% Reduce -36.1% 1,004 $84K
City State Bank 0.03% No change 985 $83K
Elgethun Capital Management 0.02% No change 964 $81K
Signaturefd, LLC 0.00% Reduce -9.5% 949 $79K
Integrity Financial Corp 0.05% Reduce -32.1% 943 $79K
Wetzel Investment Advisors, Inc. 0.04% Reduce -22.0% 882 $76K
Washington Trust Advisors, Inc. 0.01% Add +4.4% 903 $76K
Clearstead Trust, LLC 0.02% Reduce -96.1% 892 $75K
Jackson Hole Capital Partners, LLC 0.02% No change 877 $73K
Abich Financial Wealth Management LLC 0.05% Reduce -56.4% 869 $73K
Howe & Rusling Inc. 0.01% Reduce -31.4% 861 $72K
Capital Investment Advisory Services, LLC 0.01% Add +2.3% 802 $67K
Frazier Financial Advisors, LLC 0.05% Reduce -28.6% 799 $67K
Fortitude Family Office, LLC 0.04% No change 790 $66K
AlphaMark Advisors, LLC 0.02% Reduce -63.9% 785 $66K
ESL Trust Services, LLC 0.01% Reduce -21.5% 731 $61K
Bogart Wealth, LLC 0.00% Add +40.3% 724 $61K
CNB Bank 0.03% No change 693 $58K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -10.3% 679 $57K
Kings Path Partners LLC 0.03% — 672 $56K
Sittner & Nelson, LLC 0.03% No change 666 $56K
Knights of Columbus Asset Advisors LLC 0.00% Reduce -40.7% 663 $56K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 640 $55K
Mascoma Wealth Management LLC 0.01% Reduce -23.5% 650 $54K
Boyd Watterson Asset Management LLC 0.02% No change 634 $53K
Albion Financial Group 0.00% Add +58.7% 627 $53K
Missouri Trust & Investment Co 0.02% Reduce -4.8% 599 $50K
Gradient Investments LLC 0.00% Reduce -3.4% 597 $50K
Stephens Consulting, LLC 0.01% Add +1.0% 595 $50K
Main Street Group, LTD 0.02% Reduce -43.9% 600 $50K
FinTrust Capital Advisors, LLC 0.01% No change 585 $49K
Strategic Financial Concepts, LLC 0.03% Add +9744.3% 461,007 $49K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $48K
Sugarloaf Wealth Management, LLC 0.01% No change 558 $47K
Princeton Global Asset Management LLC 0.01% Reduce -13.2% 558 $47K
Richard W. Paul & Associates, LLC 0.02% Add +4.5% 554 $46K
Rice Partnership, LLC 0.01% New 551 $46K
Atlas Capital Advisors Inc. 0.01% Add +198.9% 550 $46K
Aptus Capital Advisors, LLC 0.00% Reduce -81.2% 550 $46K
Chris Bulman Inc 0.03% — 545 $46K
1620 Investment Advisors, Inc. 0.04% New 544 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +3.9% 533 $45K
Tidemark, LLC 0.02% Reduce -1.9% 510 $43K
Founders Financial Alliance, LLC 0.01% Reduce -22.7% 503 $42K
Federation des caisses Desjardins du Quebec 0.00% No change 500 $42K
Innealta Capital, LLC 0.01% New 499 $42K
MeadowBrook Investment Advisors LLC 0.04% Add +581.8% 225 $41K
Smartleaf Asset Management LLC 0.01% Reduce -2.4% 485 $41K
Sage Mountain Advisors LLC 0.00% Reduce -96.5% 475 $40K
Dunhill Financial, LLC 0.02% New 474 $40K
Ransom Advisory, Ltd 0.02% No change 454 $38K
Creekmur Asset Management LLC 0.01% No change 453 $38K
Cetera Trust Company, N.A 0.02% No change 450 $38K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -73.2% 447 $37K
Baldwin Wealth Partners LLC 0.00% No change 444 $37K
Beacon Capital Management, LLC 0.01% Add +0.2% 441 $37K
Investors Research Corp 0.01% Add +0.2% 440 $37K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 439 $37K
Camelot Portfolios, LLC 0.02% New 431 $36K
Laurel Wealth Advisors LLC 0.01% Reduce -42.4% 425 $36K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -53.8% 428 $35K
Planning Capital Management Corp 0.02% Reduce -6.1% 413 $35K
Rise Advisors, LLC 0.02% Reduce -73.6% 404 $34K
Kelly Financial Services LLC 0.01% Reduce -5.7% 401 $34K
Founders Capital Management 0.02% Reduce -23.8% 400 $34K
Voisard Asset Management Group, Inc. 0.02% New 400 $34K
JNBA Financial Advisors 0.00% Reduce -78.8% 393 $33K
Addison Advisors LLC 0.01% Add +6350.0% 387 $32K
Lindbrook Capital, LLC 0.00% No change 387 $32K
Eukles Asset Management 0.01% Reduce -1.5% 383 $32K
GeoWealth Management, LLC 0.00% Reduce -69.7% 370 $31K
Operose Advisors LLC 0.01% Reduce -83.9% 361 $30K
Castleview Partners, LLC 0.02% Reduce -82.0% 360 $30K
Redwood Wealth Management Group, LLC 0.02% New 357 $30K
Financial Gravity Asset Management, Inc. 0.01% Reduce -62.0% 349 $29K
Silicon Valley Capital Partners 0.00% No change 348 $29K
Caldwell Sutter Capital, Inc. 0.01% Add +7.8% 344 $29K
Joseph Group Capital Management 0.01% Add +1.5% 338 $28K
Triad Wealth Partners, LLC 0.01% New 333 $28K
VitalStone Financial, LLC 0.02% Reduce -25.6% 332 $28K
West Branch Capital LLC 0.01% No change 330 $28K
Private Capital Management LLC 0.01% Reduce -28.0% 327 $27K
Pathway Financial Advisers, LLC 0.01% No change 320 $27K
Colonial Trust Advisors 0.00% No change 312 $26K
Sunbelt Securities, Inc. 0.00% Reduce -0.6% 310 $26K
Cornerstone Planning Group LLC 0.01% Add +1.4% 293 $26K
Allspring Global Investments Holdings, LLC 0.00% No change 307 $26K
ORG Partners LLC 0.00% New 305 $26K
Adirondack Trust Co. 0.01% No change 300 $25K
GW&K Investment Management, LLC 0.00% No change 300 $25K
Cullen/Frost Bankers, Inc. 0.00% No change 288 $24K
Balentine LLC 0.00% Reduce -57.4% 272 $23K
Townsend Asset Management Corp. /NC/ 0.01% No change 257 $22K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +287.1% 240 $21K
TruNorth Capital Management, LLC 0.01% No change 255 $21K
PSI Advisors, LLC 0.01% Reduce -11.2% 255 $21K
Pineridge Advisors LLC 0.01% Reduce -32.9% 249 $21K
Evermay Wealth Management LLC 0.00% No change 243 $20K
Brown, Lisle/Cummings, Inc. 0.01% No change 234 $20K
Aspire Private Capital, LLC 0.01% No change 234 $20K
SOA Wealth Advisors, LLC. 0.00% No change 227 $19K
MTM Investment Management, LLC 0.01% No change 225 $19K
Optimum Investment Advisors 0.01% Reduce -25.4% 220 $18K
Van Den Berg Management I, Inc. 0.01% No change 220 $18K
SIMA Wealth Partners, LLC 0.02% — 219 $18K
Rain Capital Management, LLC 0.01% No change 214 $18K
Aviso Financial Inc. 0.00% — 212 $18K
GAMMA Investing LLC 0.00% No change 211 $18K
Islay Capital Management, LLC 0.01% No change 208 $17K
Legacy Bridge, LLC 0.01% No change 204 $17K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 199 $17K
Plante Moran Financial Advisors, LLC 0.00% Reduce -59.5% 201 $17K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -90.3% 198 $17K
Solstein Capital, LLC 0.01% No change 200 $17K
General Partner, Inc. 0.01% No change 200 $17K
Dakota Community Bank & Trust NA 0.09% No change 199 $17K
Financial Connections Group, Inc. 0.01% No change 200 $16K
Pin Oak Investment Advisors Inc. 0.01% No change 177 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $15K
Chesapeake Asset Management LLC 0.01% Reduce -60.3% 177 $15K
Arlington Trust Co LLC 0.00% New 171 $14K
Blue Bell Private Wealth Management, LLC 0.00% Add +441.9% 168 $14K
Ulland Investment Advisors, LLC 0.01% No change 170 $14K
Fortis Group Advisors, LLC 0.00% No change 167 $14K
Russell Investments Group, Ltd. 0.00% Add +241.7% 164 $14K
Global Wealth Strategies & Associates 0.00% Add +4.0% 156 $13K
Park Place Capital Corp 0.00% Reduce -74.5% 152 $13K
Arvest Investments, Inc. 0.00% No change 151 $13K
Dagco, Inc. 0.01% No change 150 $13K
Sound Financial Strategies Group, LLC 0.01% New 136 $11K
Syntrinsic LLC 0.00% Reduce -13.4% 136 $11K
SRH Advisors, LLC 0.00% No change 134 $11K
WR Wealth Planners, LLC 0.00% Add +6400.0% 130 $11K
Capital Investment Counsel, Inc 0.00% No change 130 $11K
Delta Asset Management LLC 0.00% No change 121 $10K
NFSG Corp 0.00% No change 119 $10K
Bollard Group LLC 0.00% No change 117 $10K
Global Financial Private Client, LLC 0.00% No change 119 $10K
Cordgrass Capital Advisors, LLC 0.00% Add +555.6% 118 $10K
Gleason Group, Inc. 0.00% New 118 $10K
Northwest Capital Management Inc 0.00% Reduce -96.7% 117 $10K
Friedenthal Financial 0.01% Add +2.6% 117 $10K
Front Row Advisors LLC 0.00% No change 107 $9K
Aspire Wealth Management Corp 0.01% No change 105 $9K
Signature Resources Capital Management, LLC 0.01% Reduce -2.8% 105 $9K
Kiely Wealth Advisory Group, Inc. 0.00% No change 92 $8K
Emfo, LLC 0.01% No change 94 $8K
Register Financial Advisors LLC 0.00% Reduce -51.8% 93 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 81 $7K
Tower View Wealth Management LLC 0.00% Reduce -43.0% 81 $7K
Strategic Investment Solutions, Inc. 0.00% — 66 $6K
Rogco, LP 0.00% No change 72 $6K
Belpointe Asset Management LLC 0.00% New 69 $6K
ICA Group Wealth Management, LLC 0.00% Reduce -94.2% 59 $5K
First Pacific Financial 0.00% Reduce -46.0% 54 $5K
Robinswood Financial LLC 0.00% No change 51 $4K
Concord Wealth Partners 0.00% Add +2.0% 50 $4K
IAG Wealth Partners, LLC 0.00% No change 49 $4K
Versant Capital Management, Inc 0.00% Reduce -95.6% 49 $4K
Wagner Wealth Management, LLC 0.00% Reduce -89.4% 48 $4K
GoalVest Advisory LLC 0.00% No change 44 $4K
GS Investments, Inc. 0.00% No change 43 $4K
Christopher J. Hasenberg, Inc 0.00% No change 37 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Van Eck Associates Corp. 0.00% Reduce -99.9% 36 $3K
Macquarie Group Ltd. 0.00% Reduce -99.8% 35 $3K
Heck Capital Advisors, LLC 0.00% No change 31 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 30 $3K
Lynx Investment Advisory 0.00% — 30 $3K
Providence Capital Advisors, LLC 0.00% No change 28 $2K
Coston, McIsaac & Partners 0.00% Reduce -63.9% 35 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
REAP Financial Group, LLC 0.00% Reduce -4.3% 22 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 20 $2K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Allianz Asset Management GmbH 0.00% No change 15 $1K
Institutional & Family Asset Management, LLC 0.00% No change 13 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Gould Capital, LLC 0.00% New 11 $921
Painted Porch Advisors LLC 0.00% New 10 $855
Olistico Wealth, LLC 0.00% New 8 $698
Activest Wealth Management 0.00% Reduce -99.8% 7 $591
McClarren Financial Advisors, Inc. 0.00% Reduce -76.9% 1,423 $409
West Oak Capital, LLC 0.00% No change 1 $94

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