Vanguard Real Estate ETFVNQETF

13F holders, Q3 2024 (September 30)
1,660holders +75
147new positions
72sold out
7famous investors
$97.00avg. 13F price*

At the end of Q3 2024, 1,660 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 75 from Q2 2024. 147 opened new positions and 72 sold out. The largest holders were Creative Planning ($1.6B), Morgan Stanley ($1.2B) and Empower Advisory Group, LLC ($1.1B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions147$439.6M
Exits72$369.8M

All 13F filers, Q2 2024 → Q3 2024: 16,598,044 shares bought and 16,488,089 shares sold, net +109,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,660 holders

Creative Planning 1.56% Reduce -7.2% 16,156,844 $1.6B
Morgan Stanley 0.09% Add +2.8% 12,303,432 $1.2B
Empower Advisory Group, LLC 3.76% Add +1.1% 11,423,294 $1.1B
Bank of America Corp. 0.10% Add +5.9% 11,359,975 $1.1B
JPMorgan Chase & Co. 0.08% Add +2.7% 9,979,016 $972.2M
Northwestern Mutual Wealth Management Co. 0.74% Add +6.4% 8,506,344 $828.7M
Wealthfront Advisers LLC 2.43% Reduce -2.9% 8,106,667 $789.8M
Goldman Sachs Group Inc. 0.11% Reduce -24.9% 5,890,891 $573.9M
US Bancorp \de 0.64% Add +2.5% 5,079,408 $494.8M
State of New Jersey Common Pension Fund D 1.84% Add +465.1% 4,585,487 $446.7M
Wells Fargo & Company 0.10% Reduce -4.2% 4,427,292 $431.3M
Prudential Financial Inc. 0.60% Reduce -9.3% 4,380,251 $426.7M
Financial Engines Advisors L.L.C. 0.70% Reduce -2.6% 3,401,805 $334.1M
Envestnet Asset Management Inc. 0.09% Reduce -2.9% 2,863,023 $278.9M
Axiom Advisory, LLC 2.54% Add +13.2% 2,947,591 $271.4M
Royal Bank of Canada 0.06% Add +25.6% 2,583,912 $251.7M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.7% 2,571,906 $250.6M
State of Tennessee, Department of Treasury 0.80% Reduce -7.5% 2,328,784 $226.9M
Bank of New York Mellon Corp 0.04% Reduce -2.2% 2,190,395 $213.4M
Healthcare of Ontario Pension Plan Trust Fund 0.51% New 2,150,000 $209.5M
Mariner, LLC 0.33% Add +4.6% 1,908,540 $185.9M
Fifth Third Bancorp 0.63% Reduce -1.8% 1,795,466 $174.9M
Beacon Capital Management, Inc. 6.92% Reduce -5.1% 1,705,440 $166.1M
Pure Financial Advisors, LLC 3.88% Add +4.8% 1,659,864 $161.7M
UBS Group AG 0.04% Reduce -8.6% 1,600,222 $155.9M
Manufacturers Life Insurance Company, The 0.14% Reduce -7.2% 1,580,116 $153.9M
LPL Financial LLC 0.07% Add +1.6% 1,531,147 $149.2M
PNC Financial Services Group, Inc. 0.08% Reduce -4.1% 1,343,420 $130.9M
Gibson Capital, LLC 24.20% Reduce -3.7% 1,220,169 $118.9M
Cetera Investment Advisers 0.26% Reduce -6.7% 1,213,242 $118.2M
Vista Capital Partners, Inc. 13.62% Add +0.0% 1,208,202 $117.7M
Ballentine Partners, LLC 1.93% Add +0.9% 1,155,773 $112.6M
Vanderbilt University 20.07% Reduce -7.9% 1,112,480 $108.4M
Ameriprise Financial Inc. 0.02% Reduce -1.7% 986,641 $96.1M
Millburn Ridgefield LLC 2.51% Reduce -17.9% 981,947 $95.7M
Catalyst Capital Advisors LLC 2.16% Reduce -17.9% 981,947 $95.7M
BNP Paribas Financial Markets 0.09% Add +6.7% 975,460 $95.0M
Glenmede Trust Co. NA 0.44% Add +7.1% 938,660 $91.4M
Rebalance, LLC 6.62% Add +1.2% 927,204 $90.3M
Victory Capital Management Inc. 0.09% Add +834.9% 925,603 $90.2M
United Capital Financial Advisors, LLC 0.73% Add +0.3% 908,180 $88.5M
Cerity Partners LLC 0.19% Add +6.7% 862,823 $84.1M
Sand Hill Global Advisors, LLC 3.38% Add +2.3% 822,952 $80.2M
Avantax Advisory Services, Inc. 0.52% Add +2.9% 817,104 $79.6M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -0.1% 808,444 $78.8M
Seven Post Investment Office LP 11.78% Add +2.1% 800,175 $78.0M
HighTower Advisors, LLC 0.11% Reduce -0.0% 796,336 $77.5M
Envestnet Portfolio Solutions, Inc. 0.25% Reduce -6.4% 794,393 $77.4M
Assetmark, Inc. 0.22% Reduce -2.9% 792,005 $77.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 10.19% Reduce -63.4% 762,829 $74.3M
Commonwealth Equity Services, LLC 0.11% Reduce -3.2% 741,731 $72.3M
Osaic Holdings, Inc. 0.16% Reduce -3.5% 739,889 $72.1M
Principal Financial Group Inc. 0.04% Add +3.4% 685,311 $66.8M
First Citizens Bank & Trust Co. 1.43% Reduce -8.0% 667,766 $65.1M
LifeGuide Financial Advisors, LLC 27.35% Add +1.6% 658,203 $64.1M
Stifel Financial Corp. 0.07% Add +7.3% 639,093 $62.3M
Pathstone Holdings, LLC 0.28% Reduce -6.0% 634,854 $61.9M
D. E. Shaw & Co. 0.09% Add +22.2% 632,900 $61.7M
Barclays PLC 0.03% Reduce -0.2% 601,100 $58.6M
Financial Counselors Inc. 0.85% Add +1.8% 591,148 $57.6M
1832 Asset Management L.P. 0.09% Reduce -11.8% 568,314 $55.4M
Raymond James & Associates 0.03% Add +31.4% 559,175 $54.5M
Citizens Financial Group Inc. 1.09% Add +8.0% 552,299 $54.1M
First Command Advisory Services, Inc. 0.50% Add +1.5% 529,085 $51.5M
Passive Capital Management, LLC. 17.27% Reduce -5.4% 507,737 $49.5M
Efficient Advisors, LLC 3.05% Reduce -7.4% 498,792 $48.6M
Moneta Group Investment Advisors LLC 0.69% Reduce -3.4% 484,888 $47.2M
Rockefeller Capital Management L.P. 0.12% Add +1.0% 474,272 $46.2M
First Financial Bankshares Inc 0.96% Add +0.7% 468,643 $45.7M
Corient Private Wealth LP 0.07% Add +0.8% 987,094 $43.7M
M&T Bank Corp 0.13% Reduce -3.6% 418,836 $40.8M
Peapack Gladstone Financial Corp. 0.58% Add +6.4% 409,583 $39.9M
Osborne Partners Capital Management, LLC 2.20% Reduce -0.0% 398,982 $38.9M
Prime Capital Investment Advisors, LLC 0.55% Reduce -1.5% 397,777 $38.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.07% Reduce -33.7% 389,682 $38.0M
Chandler Asset Management, Inc. 6.83% Reduce -0.2% 371,638 $36.2M
Man Group plc 0.10% Add +803.3% 362,529 $35.3M
Capital Investment Advisors, LLC 0.71% Add +32.4% 353,179 $34.4M
Garde Capital, Inc. 2.26% Reduce -1.2% 352,325 $34.3M
SCS Capital Management LLC 0.67% Reduce -13.4% 341,020 $33.2M
Kwmg, LLC 3.33% Reduce -0.2% 339,614 $33.1M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -6.7% 339,287 $33.1M
Comprehensive Financial Management LLC 0.90% No change 328,338 $32.3M
Disciplina Capital Management LLC 5.07% Reduce -15.1% 325,025 $31.7M
RTD Financial Advisors, Inc. 3.90% Reduce -52.8% 316,526 $30.8M
Evergreen Capital Management LLC 1.02% Add +2.1% 310,326 $30.5M
Cambridge Investment Research Advisors, Inc. 0.10% Add +6.9% 312,465 $30.4M
Rockwood Wealth Management, LLC 3.14% Add +6.3% 292,688 $28.5M
Marks Wealth, LLC 12.22% New 292,321 $28.5M
Elm Partners Management LLC 2.03% Add +231.9% 291,057 $28.4M
Falcon Wealth Planning 3.31% Reduce -1.4% 289,166 $28.2M
Baird Financial Group, Inc. 0.05% Add +3.2% 287,371 $28.0M
Focus Partners Wealth 0.09% Add +28.9% 287,261 $28.0M
Carlson Capital Management 1.14% Add +34.4% 275,854 $26.9M
Atria Wealth Solutions, Inc. 0.29% Reduce -1.3% 272,249 $26.7M
Foster & Motley Inc. 1.68% Reduce -4.5% 272,034 $26.5M
Pacific Life Fund Advisors LLC 2.61% Add +11.4% 271,638 $26.5M
Citigroup Inc. 0.02% Reduce -46.5% 265,503 $25.9M
Captrust Financial Advisors 0.08% Reduce -12.8% 265,350 $25.9M
Becker Capital Management Inc. 0.84% Add +17.6% 262,181 $25.7M
Glenview Trust Co 0.49% Add +12.4% 259,069 $25.2M
MassMutual Private Wealth & Trust, FSB 0.72% Add +3.5% 258,376 $25.2M
HHM Wealth Advisors, LLC 3.55% Add +3.8% 256,752 $25.0M
Conservest Capital Advisors, Inc. 2.52% Add +0.2% 284,325 $24.6M
Whelan Financial 10.08% Add +0.2% 251,240 $24.5M
Partners Capital Investment Group, LLP 0.39% Reduce -0.8% 251,006 $24.5M
Wealthspire Advisors, LLC 0.25% Add +37.0% 249,132 $24.3M
FIL Ltd 0.02% New 246,286 $24.0M
Community Trust & Investment Co. 1.49% Add +0.4% 241,103 $23.5M
Virtu Financial LLC 1.27% Add +148.2% 237,307 $23.1M
JMG Financial Group, Ltd. 0.78% Reduce -5.4% 234,558 $22.9M
Omega Financial Group, LLC 8.63% Add +215.2% 233,889 $22.8M
Pacific Capital Wealth Advisors, Inc. 3.79% Reduce -17.3% 231,541 $22.6M
State Street Corp. 0.00% Reduce -37.0% 219,733 $21.6M
McIlrath & Eck, LLC 2.76% Add +4.0% 220,200 $21.5M
Tiaa Trust, National Association 0.06% Add +24.2% 220,004 $21.4M
Cypress Financial Planning LLC 7.75% Add +43.5% 215,102 $21.0M
Maryland State Retirement & Pension System 0.44% No change 214,500 $20.9M
Kohmann Bosshard Financial Services, LLC 2.58% Add +2.5% 213,463 $20.8M
Sachem Hill LLC 4.20% Reduce -0.7% 212,430 $20.7M
Patriot Investment Management Group, Inc. 1.50% Add +1.6% 209,626 $20.4M
Lake Street Advisors Group, LLC 0.93% Reduce -38.8% 203,898 $20.0M
Truist Financial Corp. 0.03% Reduce -0.7% 204,266 $19.9M
Fairfield University 12.95% Add +0.8% 203,445 $19.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +6.2% 197,394 $19.2M
Sumitomo Life Insurance Co. 0.37% Reduce -64.9% 195,462 $19.0M
One Day In July LLC 2.12% Reduce -19.9% 193,633 $18.9M
PGIM Custom Harvest LLC 0.38% Add +2.5% 193,186 $18.8M
Moller Wealth Partners 4.70% Reduce -3.5% 193,015 $18.8M
Wealthcare Advisory Partners LLC 0.53% Reduce -17.9% 191,157 $18.6M
Blair William & Co. 0.05% Add +6.0% 191,027 $18.6M
CreativeOne Wealth, LLC 0.62% Add +17.3% 188,470 $18.4M
Austin Asset Management Co Inc 3.73% Add +5.3% 188,188 $18.3M
Phillips Financial Management, LLC 1.42% Reduce -6.4% 188,179 $18.3M
B & T Capital Management DBA Alpha Capital Management 3.41% Add +0.6% 186,253 $18.1M
Comerica Bank 0.07% Reduce -34.8% 183,990 $17.9M
Rodgers & Associates, LTD 2.11% Reduce -5.2% 181,715 $17.7M
DecisionPoint Financial, LLC 5.56% Add +0.7% 180,441 $17.6M
TCV Trust & Wealth Management, Inc. 1.56% Add +0.5% 178,594 $17.4M
Awm Capital, LLC 2.08% Reduce -0.5% 175,376 $17.2M
Altfest L J & Co. Inc. 2.29% Add +0.0% 176,590 $17.2M
Commerce Bank 0.11% Reduce -2.8% 176,470 $17.2M
Presilium Private Wealth, LLC 3.93% Reduce -5.9% 174,973 $17.0M
Valmark Advisers, Inc. 0.26% Add +11.5% 172,520 $16.8M
Pacific Center for Financial Services 4.40% Add +1.4% 171,322 $16.7M
Tectonic Advisors LLC 1.08% Reduce -2.1% 169,277 $16.5M
Roble, Belko & Company, Inc 2.60% Reduce -0.8% 169,112 $16.5M
Tower Research Capital LLC (TRC) 0.43% Add +98.8% 168,182 $16.4M
Firestone Capital Management 4.03% Add +1.9% 164,831 $16.1M
Avion Wealth 4.19% Reduce -7.4% 164,316 $16.0M
TrueWealth Financial Partners 9.44% Add +6.5% 161,015 $15.7M
Alliancebernstein L.P. 0.01% Add +4.2% 160,308 $15.6M
Global Endowment Management, LP 1.58% Reduce -2.6% 160,093 $15.6M
SWAN Capital LLC 7.58% Add +11.5% 158,153 $15.4M
Neuberger Berman Group LLC 0.01% Reduce -6.5% 155,799 $15.2M
Partners in Financial Planning 3.02% Add +0.4% 153,764 $15.0M
Enterprise Bank & Trust Co 4.82% Add +2.1% 153,690 $15.0M
Bailard, Inc. 0.39% Add +0.7% 153,326 $14.9M
Blue Trust, Inc. 0.19% Reduce -3.3% 178,092 $14.9M
Nwam LLC 0.90% New 151,752 $14.8M
Bank of Montreal 0.01% Reduce -12.1% 152,608 $14.8M
Tanglewood Wealth Management, Inc. 1.70% Add +13.9% 151,274 $14.7M
Hurlow Wealth Management Group, Inc. 4.52% Add +4.3% 148,726 $14.5M
Greenwood Gearhart LLC 1.20% Add +9.9% 148,357 $14.5M
Trustees of the Smith College 78.76% Add +2.1% 146,657 $14.4M
Cambridge Capital Management, LLC 9.43% Add +3.8% 147,049 $14.3M
Ameritas Investment Partners, Inc. 0.47% Reduce -6.2% 146,865 $14.3M
Kestra Advisory Services, LLC 0.08% Reduce -15.7% 146,196 $14.2M
Johnson Financial Group, Inc. 0.65% Reduce -4.8% 144,448 $14.2M
Bluestem Financial Advisors, LLC 6.52% Add +0.3% 143,469 $14.0M
Old Second National Bank of Aurora 3.36% Add +1.7% 142,863 $13.9M
Associated Banc-Corp 0.41% Add +4.2% 142,762 $13.9M
Fort Henry Capital, LLC 9.45% Reduce -0.1% 142,595 $13.9M
Ashton Thomas Private Wealth, LLC 0.73% Reduce -1.5% 141,107 $13.7M
Private Advisor Group, LLC 0.08% Reduce -0.5% 138,517 $13.5M
Lido Advisors, LLC 0.10% Add +5.6% 137,367 $13.4M
Park National Corp. 0.47% Reduce -8.9% 136,447 $13.3M
Gould Asset Management LLC 2.84% Reduce -1.9% 136,304 $13.3M
Ellevest, Inc. 0.73% Reduce -0.2% 134,523 $13.2M
LRI Investments, LLC 1.26% Reduce -2.1% 139,052 $13.0M
MML Investors Services, LLC 0.05% Add +16.2% 133,737 $13.0M
Sage Financial Group Inc. 1.06% Add +4.8% 132,793 $12.9M
Johnson Financial Group, LLC 1.55% Add +2.1% 131,091 $12.8M
Northern Trust Corp. 0.00% Reduce -0.9% 130,008 $12.7M
Hudson Bay Capital Management LP 0.10% New 130,000 $12.7M
Wilmington Savings Fund Society, FSB 0.23% Add +3882.7% 129,835 $12.6M
Capital Fund Management S.A. 0.14% Reduce -20.7% 128,713 $12.5M
Brown Advisory Inc. 0.02% Reduce -12.2% 128,005 $12.5M
Rathbones Group PLC 0.06% Reduce -8.4% 127,735 $12.4M
Macquarie Group Ltd. 0.01% Add +360740.0% 126,294 $12.3M
Heritage Wealth Management, Inc./Texas 7.13% Add +0.7% 126,272 $12.3M
Modera Wealth Management, LLC 0.15% Reduce -1.9% 124,649 $12.1M
Vestor Capital, LLC 0.95% Add +16.2% 123,791 $12.1M
Beacon Pointe Advisors, LLC 0.14% Add +3.2% 123,125 $12.0M
Trilogy Capital Inc. 0.60% Add +0.1% 122,661 $11.9M
Exencial Wealth Advisors, LLC 0.43% Add +4.5% 122,121 $11.9M
Lincoln National Corp. 0.38% Reduce -6.0% 122,083 $11.9M
Wrenne Financial Planning LLC 7.07% Add +6.1% 121,773 $11.9M
Wealth Alliance, LLC 1.42% Add +0.4% 121,719 $11.9M
Plancorp, LLC 0.48% Reduce -3.7% 121,518 $11.8M
Beacon Harbor Wealth Advisors, Inc. 2.79% New 120,552 $11.7M
New Hampshire Trust 2.50% Add +0.5% 119,589 $11.7M
Ancora Advisors LLC 0.26% Reduce -1.4% 119,298 $11.6M
GAMCO Investors 0.12% Add +3823.3% 117,700 $11.5M
Daiwa Securities Group Inc. 0.05% Reduce -3.6% 117,470 $11.4M
Steward Partners Investment Advisory, LLC 0.11% Add +3.9% 117,359 $11.4M
Navalign, LLC 3.36% Reduce -3.0% 117,140 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Add +37980.5% 116,907 $11.4M
Checchi Capital Advisers, LLC 0.84% Add +2.6% 115,972 $11.3M
Adaptive Financial Consulting, LLC 4.56% Reduce -1.8% 114,819 $11.2M
Cordant, Inc. 5.70% Add +2.7% 114,443 $11.1M
KCM Investment Advisors LLC 0.38% Add +0.5% 113,239 $11.0M
Susquehanna International Group, LLP 0.02% Reduce -57.5% 112,035 $10.9M
Transamerica Financial Advisors, LLC 1.06% Add +7.5% 111,441 $10.9M
Balanced Wealth Group LLC 4.77% Reduce -59.0% 112,033 $10.8M
Somnio Financial Group, LLC 8.74% Reduce -0.3% 109,864 $10.7M
Stratos Wealth Partners, LTD. 0.16% Add +4.7% 109,451 $10.7M
BCR Wealth Strategies, LLC 5.03% Add +3.3% 109,350 $10.7M
Riverpoint Wealth Management Holdings, LLC 2.71% Reduce -0.2% 108,706 $10.6M
FC Advisory LLC 3.55% Add +3.3% 108,497 $10.6M
Invst, LLC 1.28% Reduce -13.2% 108,145 $10.5M
Peterson Wealth Advisors, LLC 1.98% Add +2.6% 107,502 $10.5M
Wela Strategies, Inc. 4.50% Reduce -3.8% 106,006 $10.3M
Horizons Wealth Management 7.85% Reduce -2.3% 104,060 $10.1M
Strategic Wealth Investment Group, LLC 1.09% Reduce -10.9% 104,668 $10.1M
Cardiff Park Advisors, LLC 0.91% Add +8.7% 103,169 $10.1M
MAI Capital Management 0.10% Add +0.5% 102,973 $10.0M
Connecticut Wealth Management, LLC 0.48% Add +0.0% 100,787 $9.8M
GenTrust, LLC 0.48% New 98,982 $9.7M
Magnolia Wealth Management, LLC 6.83% Reduce -0.6% 98,670 $9.6M
Farther Finance Advisors, LLC 0.36% Add +1.3% 98,338 $9.6M
Bear Mountain Capital, Inc. 3.77% Reduce -0.7% 99,069 $9.6M
Brookstone Capital Management 0.14% Add +47.6% 97,931 $9.5M
HSBC Holdings PLC 0.01% Add +2169.4% 96,744 $9.4M
NewEdge Advisors, LLC 0.06% Add +22.7% 96,606 $9.4M
Bokf, NA 0.17% Add +6.4% 98,052 $9.4M
Chicago Partners Investment Group LLC 0.33% Reduce -7.6% 96,504 $9.3M
Franklin Resources Inc. 0.00% Reduce -1.1% 96,923 $9.2M
Choreo, LLC 0.14% Add +89.8% 95,448 $9.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% No change 94,560 $9.2M
REDW Wealth LLC 2.36% Reduce -5.6% 94,355 $9.2M
Industrial Alliance Investment Management Inc. 4.68% No change 94,190 $9.2M
Hansen & Associates Financial Group, Inc. 4.83% New 95,448 $9.1M
Cerity Partners OCIO LLC 0.73% No change 93,792 $9.1M
FMR LLC 0.00% Add +79.5% 93,457 $9.1M
Chilton Capital Management LLC 0.37% Add +0.8% 90,064 $8.8M
AlTi Global, Inc. 0.21% Reduce -24.9% 89,041 $8.7M
Mission Wealth Management, LP 0.22% Reduce -6.1% 89,298 $8.7M
Ted Buchan & Co 4.12% Add +11.5% 89,067 $8.7M
Shepherd Financial Partners LLC 1.04% Add +101.7% 89,059 $8.7M
Atmos Advisory, LLC 6.16% Add +1.2% 89,008 $8.7M
EverSource Wealth Advisors, LLC 0.55% Add +1998.2% 88,587 $8.6M
TCP Asset Management, LLC 1.98% Add +5.9% 88,057 $8.6M
Flagstone Financial Management 2.85% Add +3.7% 87,224 $8.5M
Stephens Inc. 0.12% Add +1.2% 87,201 $8.5M
Parallel Advisors, LLC 0.20% Reduce -2.8% 87,098 $8.5M
LBMC Investment Advisors, LLC 0.67% Add +0.6% 86,690 $8.4M
Janney Montgomery Scott LLC 0.02% Add +16.9% 85,970 $8.4M
Cresset Asset Management, LLC 0.03% Add +13.9% 85,402 $8.4M
Cambridge Associates LLC /Ma/ 0.31% Add +14.1% 85,932 $8.4M
FFT Wealth Management LLC 0.63% Add +0.5% 85,654 $8.3M
Parkside Advisors LLC 1.98% Add +2.9% 84,937 $8.3M
PACK Private Wealth, LLC 4.58% Add +2.7% 82,921 $8.1M
United Bank 0.93% Add +0.4% 82,290 $8.0M
Qube Research & Technologies Ltd 0.01% New 82,236 $8.0M
FIDELIS iM, LLC 3.62% Add +2.7% 81,845 $8.0M
Quantitative Strategies, Inc. 4.21% Reduce -4.6% 81,486 $7.9M
Voya Investment Management LLC 0.01% Reduce -15.7% 81,013 $7.9M
Freestone Capital Holdings, LLC 0.27% Reduce -2.4% 80,758 $7.9M
Harbor Investment Advisory, LLC 0.76% Add +0.3% 79,013 $7.7M
Manchester Capital Management LLC 0.90% Reduce -0.5% 78,884 $7.7M
Concentric Wealth Management, LLC 1.87% Add +2.4% 78,842 $7.7M
Kanawha Capital Management LLC 0.55% Reduce -1.0% 78,195 $7.6M
Gray Private Wealth, LLC 4.50% Add +1.8% 77,339 $7.5M
David Kennon Inc 2.96% Add +1.3% 77,035 $7.5M
Galvin, Gaustad & Stein, LLC 0.68% Reduce -1.4% 76,833 $7.5M
Bayshore Asset Management, LLC 3.35% Reduce -0.4% 76,649 $7.5M
Empowered Funds, LLC 0.12% Add +15.9% 76,479 $7.5M
Financial Futures Ltd Liability Co. 4.27% Add +4.7% 76,442 $7.4M
Ariston Services Group 6.46% Reduce -0.5% 76,167 $7.4M
Fiduciary Trust Co 0.10% Reduce -3.1% 76,079 $7.4M
Fairway Wealth LLC 3.76% Add +1.8% 75,959 $7.4M
Focus Partners Advisor Solutions, LLC 0.16% Add +106.5% 75,777 $7.4M
Cambridge Advisors Inc. 1.61% Add +0.3% 75,747 $7.4M
Diversified Portfolios, Inc. 0.77% Reduce -1.5% 75,740 $7.4M
Integrated Wealth Concepts LLC 0.09% Add +50.5% 75,102 $7.3M
Grey Fox Wealth Advisors, LLC 2.03% Add +29.4% 74,103 $7.3M
Silver Coast Investments LLC 2.66% Reduce -6.7% 74,215 $7.2M
Tudor Investment Corporation 0.08% New 73,754 $7.2M
Allen Capital Group, LLC 0.91% Add +5.5% 73,540 $7.2M
Fairview Capital Investment Management, LLC 0.39% Reduce -0.7% 73,524 $7.2M
Regal Investment Advisors LLC 0.50% Reduce -1.8% 72,960 $7.1M
Campion Asset Management 5.21% Add +0.6% 72,851 $7.1M
Archvest Wealth Advisors, Inc. 4.50% Add +2.9% 72,804 $7.1M
Northwest Quadrant Wealth Management, LLC 1.62% Reduce -6.8% 72,079 $7.0M
Willow Creek Wealth Management Inc. 0.73% Reduce -0.1% 71,778 $7.0M
Richmond Brothers, Inc. 4.30% New 71,555 $7.0M
American Investment Services, Inc. 1.16% Reduce -2.0% 71,535 $7.0M
Hardy Reed LLC 0.62% Reduce -1.3% 71,426 $7.0M
Estate Counselors, LLC 0.72% Add +1176.8% 71,183 $6.9M
Latigo Investments, LLC 3.38% No change 70,972 $6.9M
Total Wealth Planning, LLC 1.07% Reduce -4.7% 70,503 $6.9M
Silver Oak Advisory Group, Inc. 3.52% Add +0.3% 70,396 $6.9M
Country Trust Bank 0.17% Reduce -0.1% 70,313 $6.8M
Cliffwater LLC 1.58% No change 69,923 $6.8M
Plimoth Trust Co. LLC 1.69% Reduce -3.6% 68,854 $6.7M
Dai-ichi Life Holdings, Inc. 7.85% Add +2.8% 69,337 $6.7M
Red Wave Investments LLC 2.33% Reduce -1.7% 68,654 $6.7M
Rainwater Charitable Foundation 3.10% No change 68,428 $6.7M
Natixis Advisors, LLC 0.01% Reduce -11.9% 68,034 $6.6M
Neumann Capital Management, LLC 2.19% Reduce -7.5% 67,595 $6.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 67,491 $6.6M
Kingsview Wealth Management, LLC 0.14% Add +1.8% 67,042 $6.5M
Prairiewood Capital, LLC 2.74% Reduce -0.8% 66,387 $6.5M
First National Corp. /Ma/ 1.43% Add +1.1% 66,173 $6.4M
Allie Family Office LLC 3.47% Reduce -7.6% 65,582 $6.4M
Pinnacle Financial Partners Inc 0.13% Add +2.0% 66,038 $6.4M
Dodds Wealth, LLC 2.14% Reduce -34.4% 68,523 $6.4M
WestHill Financial Advisors, Inc. 1.43% Reduce -3.3% 65,402 $6.4M
Avior Wealth Management, LLC 0.25% Reduce -8.5% 65,463 $6.4M
Family Firm, Inc. 1.39% Add +1.0% 297,700 $6.3M
Krilogy Financial LLC 0.43% Reduce -1.8% 64,843 $6.3M
Capital Advisors Wealth Management, LLC 1.16% Add +1.2% 64,360 $6.3M
Coldstream Capital Management Inc. 0.13% Reduce -0.0% 63,947 $6.2M
LMG Wealth Partners, LLC 1.43% Reduce -0.2% 63,940 $6.2M
CIBC Private Wealth Group LLC 0.01% Add +30.9% 62,869 $6.1M
Atria Investments, Inc 0.07% Add +9.0% 61,922 $6.0M
Agilis Partners LLC 1.69% Reduce -4.8% 61,899 $6.0M
Whittier Trust Co. 0.08% Reduce -4.1% 61,261 $6.0M
Mercer Global Advisors Inc. 0.01% Reduce -2.8% 68,914 $6.0M
Ashford Capital Management Inc. 0.74% Add +2.9% 60,824 $5.9M
Clearstead Advisors, LLC 0.09% Reduce -9.9% 60,622 $5.9M
Oppenheimer & Co. Inc. 0.09% Add +41.3% 60,551 $5.9M
Logan Stone Capital, LLC 1.46% Add +817.8% 60,243 $5.9M
Stratos Wealth Advisors, LLC 0.27% Add +26.2% 59,995 $5.8M
JDM Financial Group LLC 3.17% Add +20.1% 59,890 $5.8M
Whitegate Investment Counselors, Inc. 1.55% Reduce -4.1% 59,869 $5.8M
CW Advisors, LLC 0.08% Add +378.5% 59,765 $5.8M
Spire Wealth Management 0.20% Add +3.1% 59,511 $5.8M
PDS Planning, Inc 0.51% Add +0.0% 58,686 $5.7M
Baron Financial Group, LLC 3.50% Reduce -3.7% 58,686 $5.7M
Betterment LLC 0.01% Reduce -23.0% 58,123 $5.7M
Evoke Wealth, LLC 0.15% New 57,246 $5.6M
Waverly Advisors, LLC 0.10% Add +3.5% 57,559 $5.6M
UMB Bank, n.a. 0.09% Reduce -5.3% 57,504 $5.6M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -7.7% 57,218 $5.6M
Financial Alternatives, Inc 3.91% Reduce -0.1% 56,982 $5.6M
Exchange Traded Concepts, LLC 0.13% Add +3.0% 56,656 $5.5M
Sterling Wealth Management, Inc. 2.04% Reduce -4.4% 56,195 $5.5M
Zhang Financial LLC 0.34% Reduce -5.8% 55,713 $5.4M
BlueSky Wealth Advisors, LLC 0.83% Reduce -3.3% 55,155 $5.4M
SG Americas Securities, LLC 0.02% Reduce -5.3% 55,058 $5.4M
Frontier Asset Management, LLC 1.77% Reduce -1.1% 54,779 $5.3M
Crewe Advisors LLC 0.62% Add +0.3% 54,599 $5.3M
Aletheian Wealth Advisors LLC 3.10% Add +0.9% 54,514 $5.3M
White Lighthouse Investment Management Inc. 0.95% Add +2.4% 54,522 $5.3M
Marotta Asset Management 1.04% Reduce -7.5% 54,248 $5.3M
Sanctuary Advisors, LLC 0.03% Add +7.0% 54,891 $5.3M
Idaho Trust Co 2.54% Add +14.4% 54,010 $5.3M
Klingman & Associates, LLC 0.32% Reduce -0.3% 53,774 $5.2M
Marcum Wealth, LLC 0.48% Add +12.9% 53,506 $5.2M
WealthCollab, LLC 3.40% Add +4.1% 52,984 $5.2M
J.W. Cole Advisors, Inc. 0.21% Reduce -1.1% 52,118 $5.1M
Tranquilli Financial Advisor LLC 3.17% Add +1.1% 51,858 $5.1M
River Street Advisors LLC 2.76% Add +1.5% 51,647 $5.0M
LPWM LLC 1.65% Add +2.0% 52,645 $5.0M
Fonville Wealth Management LLC 1.74% Add +6.6% 51,557 $5.0M
JFG Wealth Management, LLC 1.38% Reduce -6.5% 51,482 $5.0M
Raymond James Trust N.A. 0.11% Reduce -0.2% 51,297 $5.0M
Traveka Wealth, LLC 2.54% Add +0.5% 51,290 $5.0M
Evanson Asset Management, LLC 0.35% Add +5.1% 51,050 $5.0M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -14.1% 50,741 $4.9M
Cherry Tree Wealth Management, LLC 1.17% Reduce -0.9% 50,558 $4.9M
Petix & Botte Co 1.30% Add +3.6% 50,200 $4.9M
Savant Capital, LLC 0.04% Add +98.8% 50,085 $4.9M
Human Investing LLC 0.87% Reduce -0.2% 49,475 $4.8M
Retirement Planning Group, LLC 0.26% Add +86.9% 49,393 $4.8M
Gilbert & Cook, Inc. 0.66% Reduce -40.1% 48,934 $4.8M
Canandaigua National Bank & Trust Co. 0.45% Add +7.7% 48,875 $4.8M
Sowell Financial Services LLC 0.22% Add +4.4% 48,428 $4.8M
Pine Ridge Advisers LLC 0.47% Add +21.9% 48,796 $4.8M
Cascade Financial Partners, LLC 0.59% Add +0.1% 49,263 $4.7M
Disciplined Investments, LLC 2.33% Reduce -1.6% 48,378 $4.7M
MBL Wealth, LLC 0.50% Add +4.5% 47,964 $4.7M
CMH Wealth Management LLC 1.09% Add +0.4% 47,277 $4.6M
All Season Financial Advisors, Inc. 3.94% New 47,462 $4.6M
D.A. Davidson & Co. 0.04% Reduce -67.0% 47,383 $4.6M
United Bank 2.13% Add +22.4% 47,305 $4.6M
Unconventional Investor, LLC 2.87% Add +6.9% 47,195 $4.6M
Country Club Bank 0.31% Reduce -3.2% 47,523 $4.6M
Narwhal Capital Management 0.41% Reduce -9.3% 46,995 $4.6M
HTLF Bank 0.50% Reduce -3.8% 46,941 $4.6M
Conning Inc. 0.16% Add +15.9% 46,835 $4.6M
Waldron Private Wealth LLC 0.19% Reduce -2.2% 45,865 $4.5M
Schechter Investment Advisors, LLC 0.33% Reduce -9.3% 46,170 $4.5M
Waller Financial Planning Group, Inc. 1.11% Reduce -0.4% 46,105 $4.5M
Running Point Capital Advisors, LLC 1.73% Reduce -2.1% 45,876 $4.5M
Stokes Family Office, LLC 0.49% Add +0.8% 45,784 $4.5M
LM Advisors LLC 0.91% Reduce -9.1% 46,706 $4.4M
Grove Bank & Trust 0.65% Reduce -4.6% 45,506 $4.4M
First Foundation Advisors 0.17% Reduce -1.0% 45,086 $4.4M
Millennium Management 0.00% New 45,000 $4.4M
Beaird Harris Wealth Management, LLC 0.38% Add +11.8% 44,939 $4.4M
Penserra Capital Management LLC 0.09% Reduce -5.5% 44,795 $4.4M
Cherrydale Wealth Management, LLC 1.78% Add +0.3% 44,783 $4.4M
Clark Capital Management Group, Inc. 0.03% New 44,738 $4.4M
Wolff Wiese Magana LLC 2.98% Add +17.4% 44,706 $4.4M
ABLE Financial Group, LLC 1.34% Add +3.5% 44,535 $4.3M
Legacy Financial Group, Inc. 1.47% Add +3.1% 45,928 $4.3M
Dakota Wealth Management 0.10% Reduce -2.8% 44,302 $4.3M
TFO Wealth Partners, LLC 0.79% Add +0.0% 43,115 $4.2M
St. Louis Trust Co 0.59% No change 43,053 $4.2M
Marathon Strategic Advisors, LLC 4.39% Add +17.7% 42,608 $4.2M
Matrix Trust Co 0.77% New 42,075 $4.1M
Arax Advisory Partners 0.36% Reduce -0.1% 41,908 $4.1M
Abound Wealth Management 1.35% Add +0.1% 41,754 $4.1M
Sigma Planning Corp 0.12% Add +4.0% 41,757 $4.1M
Black Diamond Financial, LLC 0.69% Add +13.4% 41,472 $4.0M
Soltis Investment Advisors LLC 0.39% Reduce -36.9% 40,963 $4.0M
Monograph Wealth Advisors, LLC 0.52% Add +1.6% 40,527 $4.0M
Asset Management Group, Inc. 0.56% Reduce -0.6% 40,851 $4.0M
Synovus Financial Corp. 0.05% Add +23.4% 40,817 $4.0M
Prudent Man Advisors, LLC 1.32% Reduce -0.5% 40,553 $4.0M
Elevate Wealth Advisory, Inc. 2.92% Add +0.9% 40,083 $3.9M
Freedom Investment Management, Inc. 0.31% Reduce -5.0% 40,305 $3.9M
Wedbush Securities Inc. 0.15% Reduce -5.3% 40,257 $3.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.96% Reduce -1.8% 39,984 $3.9M
Regions Financial Corp. 0.03% Add +0.2% 39,904 $3.9M
Aspiriant, LLC 0.15% Reduce -0.0% 39,895 $3.9M
Farmers & Merchants Investments Inc. 0.12% Add +5.5% 39,689 $3.9M
Verdence Capital Advisors LLC 0.31% Add +2.7% 39,686 $3.9M
VPR Management LLC 1.34% Reduce -21.7% 39,600 $3.9M
Advisory Services Network, LLC 0.08% No change 45,991 $3.9M
Integrated Advisors Network LLC 0.18% Reduce -0.7% 39,508 $3.8M
ARK & TLK Investments, LLC 1.36% Add +2.4% 39,146 $3.8M
SignalPoint Asset Management, LLC 0.87% Add +0.7% 38,483 $3.7M
RFG Advisory, LLC 0.11% Add +72.9% 38,114 $3.7M
Houlihan Financial Resource Group, Ltd. 1.53% New 37,895 $3.7M
VeraBank, N.A. 1.08% Add +2.3% 37,887 $3.7M
Biltmore Family Office, LLC 0.63% Reduce -0.2% 37,530 $3.7M
Colorado Capital Management, Inc. 1.82% Reduce -11.7% 37,744 $3.7M
F/m Investments LLC 0.12% No change 37,698 $3.7M
Nomura Asset Management Co. Ltd. 0.01% Add +500.0% 37,200 $3.6M
Hancock Whitney Corp. 0.12% Reduce -1.9% 37,039 $3.6M
Physician Wealth Advisors, Inc. 0.65% Add +3.6% 37,338 $3.6M
Compass Ion Advisors, LLC 0.44% Add +4.1% 36,858 $3.6M
International Assets Investment Management, LLC 0.29% Add +15.7% 24,117 $3.6M
Family Legacy, Inc. 1.18% Reduce -1.7% 36,566 $3.6M
AA Financial Advisors, LLC 1.03% Add +15.9% 36,375 $3.5M
IFG Advisors, LLC 0.75% Add +15.2% 35,923 $3.5M
Everhart Financial Group, Inc. 0.77% Reduce -3.0% 35,832 $3.5M
First Horizon Advisors, Inc. 0.10% Reduce -3.3% 35,680 $3.5M
Pinnacle Associates Ltd. 0.06% Add +0.9% 39,315 $3.5M
Independent Financial Group, LLC 0.13% Add +61.2% 35,457 $3.5M
Pinnacle Financial Group, LLC / IL 1.35% Reduce -2.1% 35,389 $3.4M
Consilium Wealth Advisory, LLC 1.88% Add +8.8% 35,373 $3.4M
Mgo One Seven LLC 0.15% Reduce -1.4% 35,094 $3.4M
One Degree Advisors Inc 1.44% Reduce -18.5% 35,311 $3.4M
BOS Asset Management, LLC 1.25% Add +3.3% 34,732 $3.4M
ArchPoint Investors 1.12% No change 34,136 $3.4M
Sequoia Financial Advisors, LLC 0.04% Add +99.7% 34,225 $3.3M
Kickstand Ventures, Llc. 0.85% New 34,212 $3.3M
Intergy Private Wealth, LLC 1.27% Add +4.5% 34,177 $3.3M
Equitable Holdings, Inc. 0.03% Reduce -32.9% 33,998 $3.3M
Thrive Capital Management, LLC 1.55% Add +53.3% 33,774 $3.3M
Concourse Financial Group Securities, Inc. 0.19% Reduce -6.1% 33,097 $3.3M
Websterrogers Financial Advisors, LLC 1.12% Reduce -0.7% 32,963 $3.2M
Tillman Hartley LLC 0.95% Reduce -1.9% 32,898 $3.2M
Sensible Financial Planning & Management, LLC. 0.63% Reduce -3.4% 32,871 $3.2M
Mesirow Financial Investment Management, Inc. 0.06% Add +97.3% 32,848 $3.2M
World Investment Advisors 0.10% Add +6.9% 32,550 $3.2M
Creekside Partners 1.64% Reduce -1.8% 32,525 $3.2M
Ameritas Advisory Services, LLC 0.14% Reduce -10.2% 32,459 $3.2M
First American Trust, FSB 0.31% Add +32.2% 32,118 $3.1M
Townsquare Capital LLC 0.04% Add +19.8% 32,089 $3.1M
Retirement Capital Strategies 1.22% New 32,028 $3.1M
Sabal Trust CO 0.17% Add +0.2% 31,913 $3.1M
Horizon Bancorp Inc. 1.43% Add +1660.0% 31,786 $3.1M
Sterling Financial Planning, Inc. 1.14% Reduce -0.6% 31,671 $3.1M
Great Lakes Advisors, LLC 0.03% Add +3.9% 31,646 $3.1M
AE Wealth Management LLC 0.03% Reduce -3.2% 31,514 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Reduce -29.8% 31,204 $3.0M
Cahill Financial Advisors Inc. 0.42% Reduce -46.4% 31,194 $3.0M
Tradition Wealth Management, LLC 0.27% Reduce -5.4% 31,001 $3.0M
Park Avenue Securities LLC 0.03% Add +39.3% 30,967 $3.0M
Aspen Investment Management Inc 1.39% Add +33.7% 30,584 $3.0M
Zeit Capital LLC 2.30% Reduce -0.8% 30,578 $3.0M
Alhambra Investment Management LLC 1.54% Reduce -2.5% 30,550 $3.0M
CENTRAL TRUST Co 0.07% Reduce -5.0% 30,526 $3.0M
Dynamic Advisor Solutions LLC 0.09% Reduce -5.3% 30,497 $3.0M
Texas Yale Capital Corp. 0.13% Add +1.2% 30,426 $3.0M
Compound Planning, Inc. 0.18% Reduce -8.0% 30,288 $3.0M
EP Wealth Advisors, LLC 0.03% Add +27.6% 30,187 $2.9M
My Personal CFO, LLC 1.61% Reduce -6.8% 30,081 $2.9M
Montag A & Associates Inc. 0.14% Reduce -1.3% 29,771 $2.9M
Anchor Investment Management, LLC 0.28% Add +5.5% 29,981 $2.9M
Callan Family Office, LLC 0.49% Add +11.1% 29,975 $2.9M
TD Private Client Wealth LLC 0.08% Reduce -5.5% 29,973 $2.9M
Broadview Financial Management, LLC 1.96% Reduce -1.6% 29,776 $2.9M
Rockbridge Investment Management, LCC 0.38% Reduce -21.2% 29,747 $2.9M
LBJ Family Wealth Advisors, Ltd. 1.72% Reduce -26.6% 29,672 $2.9M
Fort Point Capital Partners LLC 0.36% New 29,669 $2.9M
Liberty Capital Management, Inc. 0.64% Reduce -0.9% 29,634 $2.9M
Global Retirement Partners, LLC 0.09% Add +0.9% 29,477 $2.9M
Merit Financial Group, LLC 0.06% Reduce -7.6% 29,407 $2.9M
Perigon Wealth Management, LLC 0.08% Reduce -50.0% 29,406 $2.9M
Lodestar Private Asset Management LLC 0.36% Add +1.9% 28,927 $2.8M
First Financial Bank - Trust Division 0.26% Reduce -4.4% 28,740 $2.8M
Encompass Wealth Advisors, LLC 0.70% Add +2.0% 28,712 $2.8M
BTC Capital Management, Inc. 0.25% Add +11.9% 28,609 $2.8M
Forefront Analytics, LLC 1.31% Add +1.0% 28,485 $2.8M
WBH Advisory Inc. 0.26% Reduce -1.3% 28,458 $2.8M
Worth Asset Management, LLC 1.51% New 28,450 $2.8M
First Citizens Asset Management, Inc. 0.98% Add +0.6% 28,348 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 23,854 $2.8M
Manhattan West Asset Management, LLC 0.71% Add +1.2% 28,263 $2.8M
Shepherd Kaplan Krochuk, LLC 2.08% Add +10.3% 28,253 $2.8M
Beirne Wealth Consulting Services, LLC 0.96% Reduce -2.4% 27,791 $2.7M
Unison Advisors LLC 0.33% Add +1.3% 27,925 $2.7M
Flagship Harbor Advisors, LLC 0.15% Reduce -11.2% 27,854 $2.7M
Axos Invest Inc. 1.86% — 27,853 $2.7M
Mill Creek Capital Advisors, LLC 0.07% No change 27,846 $2.7M
Frank, Rimerman Advisors LLC 0.19% No change 27,714 $2.7M
One Capital Management, LLC 0.09% Reduce -12.8% 27,700 $2.7M
Maryland Capital Advisors Inc. 1.30% Add +2.9% 27,547 $2.7M
Legacies Wealth LLC 2.13% Add +5.8% 27,482 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -14.7% 27,409 $2.7M
NewEdge Wealth, LLC 0.05% Reduce -2.9% 27,336 $2.7M
Ashton Thomas Securities, LLC 0.52% Add +3.4% 27,234 $2.7M
Hemington Wealth Management 0.71% Reduce -3.7% 28,060 $2.6M
Capital Group Private Client Services, Inc. 0.03% Add +6.8% 26,987 $2.6M
Bay Rivers Group 1.30% New 26,864 $2.6M
Keybank National Association 0.01% Add +0.8% 26,844 $2.6M
Waters Parkerson & Co., LLC 0.13% Add +0.5% 26,800 $2.6M
Copperwynd Financial, LLC 0.78% New 26,669 $2.6M
Financial Management Network Inc. 0.54% Reduce -0.8% 27,265 $2.6M
Keel Point, LLC 0.22% Add +3.3% 26,507 $2.6M
Manning & Napier Advisors LLC 0.03% Reduce -3.6% 26,367 $2.6M
Rockland Trust Co. 0.13% Reduce -3.0% 26,321 $2.6M
Kure Advisory, LLC 2.29% Add +1.2% 26,290 $2.6M
SYM FINANCIAL Corp 0.34% New 26,200 $2.6M
First Personal Financial Services 0.54% Reduce -2.1% 26,162 $2.5M
Wedmont Private Capital 0.15% Add +8.8% 26,968 $2.5M
Seamount Financial Group Inc. 1.90% Add +8.5% 25,995 $2.5M
Sound Income Strategies, LLC 0.16% Add +2.9% 25,897 $2.5M
Westwind Capital 0.61% Reduce -72.2% 25,848 $2.5M
Allworth Financial LP 0.02% Add +0.8% 25,844 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Reduce -2.7% 25,530 $2.5M
Financial & Tax Architects, LLC 0.64% Reduce -1.3% 25,521 $2.5M
Carnegie Investment Counsel 0.07% Add +37.5% 25,347 $2.5M
BTG Pactual Asset Management US LLC 0.36% New 26,176 $2.5M
Signature Estate & Investment Advisors LLC 0.06% Add +4.6% 25,254 $2.5M
GLOBALT Investments LLC / GA 0.09% Reduce -2.7% 25,100 $2.4M
Quadrant Capital Group LLC 0.17% Reduce -6.7% 24,954 $2.4M
FDx Advisors, Inc. 0.66% Reduce -3.5% 24,918 $2.4M
Waypoint Capital Advisors, LLC 0.52% Reduce -26.7% 24,902 $2.4M
Destination Wealth Management 0.08% Add +0.5% 24,867 $2.4M
Bordeaux Wealth Advisors LLC 0.44% Add +0.1% 24,789 $2.4M
Arete Wealth Advisors, LLC 0.21% Reduce -13.2% 24,843 $2.4M
Ami Investment Management Inc. 0.81% Add +67.3% 24,677 $2.4M
Aquire Wealth Advisors, LLC 0.75% Reduce -1.8% 24,650 $2.4M
Thrivent Financial for Lutherans 0.00% Add +7.3% 24,539 $2.4M
Florida Trust Wealth Management Co 0.08% Reduce -30.6% 24,574 $2.4M
Two Sigma Securities, LLC 0.19% Reduce -39.7% 24,570 $2.4M
Monterey Private Wealth, Inc. 0.81% Reduce -2.0% 24,510 $2.4M
Verus Capital Partners, LLC 0.23% Reduce -1.4% 24,445 $2.4M
Gilman Hill Asset Management, LLC 0.40% Reduce -1.1% 24,335 $2.4M
Bangor Savings Bank 0.22% Reduce -1.6% 24,171 $2.4M
Family Wealth Partners, LLC 1.20% Add +2.3% 24,044 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.49% Add +5.1% 23,944 $2.3M
Deltec Asset Management LLC 0.46% New 23,900 $2.3M
First PREMIER Bank 0.58% Reduce -0.5% 23,835 $2.3M
Flagstar Securities, Inc. 0.59% Reduce -4.2% 23,513 $2.3M
Trustmark Bank Trust Department 0.17% Add +9.2% 23,697 $2.3M
Continuum Advisory, LLC 0.29% Add +3.6% 24,489 $2.3M
Leavell Investment Management, Inc. 0.11% Add +22.4% 23,327 $2.3M
First Merchants Corp. 0.09% Reduce -2.1% 23,501 $2.3M
Retirement Planning Co of New England, Inc. 1.14% Reduce -1.1% 23,487 $2.3M
VERITY Wealth Advisors 1.61% Add +1.6% 23,445 $2.3M
Drucker Wealth 3.0, LLC 0.55% Add +15.1% 23,350 $2.3M
NorthLanding Financial Partners, LLC 2.24% Add +2.1% 23,237 $2.3M
Safe Harbor Fiduciary, LLC 2.12% — 23,211 $2.3M
Adero Partners, LLC 0.15% Reduce -6.4% 23,203 $2.3M
Patton Fund Management, Inc. 0.47% Add +6.6% 23,110 $2.3M
DAVENPORT & Co LLC 0.01% Add +2.9% 23,003 $2.2M
Geneos Wealth Management Inc. 0.09% Reduce -4.1% 22,928 $2.2M
Breakwater Investment Management 0.93% Reduce -1.1% 22,899 $2.2M
Focus Financial Network, Inc. 0.09% Add +1.9% 22,592 $2.2M
Fifth Third Wealth Advisors LLC 0.14% Reduce -3.5% 22,710 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -20.1% 22,657 $2.2M
Marble Harbor Investment Counsel, LLC 0.24% Reduce -11.7% 22,625 $2.2M
Ifrah Financial Services, Inc. 0.58% Add +19.3% 22,186 $2.2M
DT Investment Partners, LLC 0.17% Add +1.8% 22,094 $2.2M
Camelot Technology Advisors, Inc. 1.90% Add +1.6% 22,056 $2.1M
Etesian Wealth Advisors, Inc. 0.97% Add +2.3% 21,971 $2.1M
Highland Capital Management, LLC 0.12% Add +2.1% 21,795 $2.1M
Cwm, LLC 0.01% Reduce -15.4% 21,741 $2.1M
Impact Partnership Wealth, LLC 0.48% Add +110.6% 21,691 $2.1M
First National Bank of Omaha 0.14% Reduce -2.9% 21,674 $2.1M
Sax Wealth Advisors, LLC 0.19% Add +5.7% 21,670 $2.1M
Stelac Advisory Services LLC 0.85% Reduce -0.6% 21,332 $2.1M
Lutz Financial Services LLC 0.17% Reduce -4.1% 21,405 $2.1M
Consolidated Portfolio Review Corp 0.46% Add +5.9% 21,335 $2.1M
Waterford Advisors, LLC 1.06% Reduce -2.3% 21,329 $2.1M
HB Wealth Management, LLC 0.02% Add +41.1% 21,258 $2.1M
Cutler Investment Counsel LLC 0.26% Add +4.8% 21,056 $2.1M
Corrado Advisors, LLC 1.29% Add +0.3% 21,191 $2.1M
TCI Wealth Advisors, Inc. 0.17% Add +9.4% 21,141 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -12.8% 21,121 $2.1M
Clarity Capital Advisors, LLC 1.47% Add +7.4% 21,068 $2.1M
New Republic Capital, LLC 1.18% Reduce -15.7% 20,849 $2.0M
Hardin Capital Partners, LLC 1.15% Add +10.6% 21,492 $2.0M
NBT Bank, N.A. 0.14% Reduce -2.7% 20,751 $2.0M
Truepoint, Inc. 0.05% Add +2.0% 20,709 $2.0M
Moneco Advisors, LLC 0.25% Add +34.0% 20,627 $2.0M
Larson Financial Group LLC 0.11% Reduce -6.7% 20,512 $2.0M
Investment Partners, LTD. 0.83% Add +0.0% 20,461 $2.0M
Centennial Bank 0.91% Reduce -5.0% 20,450 $2.0M
Family CFO Inc 1.12% Reduce -0.9% 20,407 $2.0M
Simmons Bank 0.14% Add +0.5% 20,382 $2.0M
Brooklyn FI, LLC 0.70% Reduce -1.0% 20,301 $2.0M
Full Sail Capital, LLC 0.13% Reduce -0.9% 20,237 $2.0M
Cornerstone Wealth Management, LLC 0.14% Reduce -5.7% 20,161 $2.0M
Riverview Trust Co 1.72% No change 20,000 $1.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.19% Reduce -7.7% 19,894 $1.9M
Snowden Capital Advisors LLC 0.06% Reduce -2.8% 19,728 $1.9M
Regatta Capital Group, LLC 0.37% Reduce -0.6% 19,776 $1.9M
GC Wealth Management RIA, LLC 0.34% Reduce -4.8% 19,742 $1.9M
Bleakley Financial Group, LLC 0.06% Reduce -8.2% 19,704 $1.9M
Slow Capital, Inc. 0.29% Reduce -1.0% 19,494 $1.9M
Smithfield Trust Co 0.09% Reduce -18.5% 19,602 $1.9M
Callan Capital, LLC 0.13% Add +1.1% 19,519 $1.9M
Sharper & Granite LLC 0.85% Add +0.8% 19,517 $1.9M
Dogwood Wealth Management LLC 1.09% Add +0.1% 19,405 $1.9M
Choate Investment Advisors 0.05% Reduce -5.1% 19,368 $1.9M
Brighton Jones LLC 0.07% Reduce -26.1% 19,293 $1.9M
Burton Enright Welch 0.40% Reduce -1.8% 19,128 $1.9M
Boothbay Fund Management, LLC 0.06% Reduce -51.9% 18,998 $1.9M
Insigneo Advisory Services, LLC 0.19% No change 18,973 $1.8M
Armbruster Capital Management, Inc. 0.37% Reduce -5.4% 18,972 $1.8M
FSC Wealth Advisors, LLC 1.31% Add +12.8% 18,757 $1.8M
Austin Wealth Management, LLC 0.40% Reduce -0.3% 19,104 $1.8M
Sanctuary Wealth Management, L.L.C. 1.30% Reduce -9.3% 18,633 $1.8M
Covenant Asset Management, LLC 0.40% No change 18,628 $1.8M
Vanguard Group Inc. 0.00% Reduce -3.8% 18,499 $1.8M
Axxcess Wealth Management, LLC 0.05% Reduce -9.0% 18,447 $1.8M
Haverford Trust Co 0.02% Reduce -14.5% 18,353 $1.8M
BKM Wealth Management, LLC 0.73% Reduce -0.4% 18,348 $1.8M
Old National Bancorp 0.04% Reduce -1.5% 18,220 $1.8M
Debussy Capital Management LP 0.51% Add +8.5% 18,202 $1.8M
BBJS Financial Advisors, LLC 0.63% Reduce -1.2% 18,167 $1.8M
Centaurus Financial, Inc. 0.11% Add +178.9% 18,105 $1.8M
Hilltop Holdings Inc. 0.12% Add +126.2% 18,079 $1.8M
Independence Bank of Kentucky 0.38% Reduce -6.3% 18,074 $1.8M
Bartlett & Co. Wealth Management LLC 0.03% No change 17,853 $1.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -6.5% 17,937 $1.7M
First National Bank & Trust Co. of Newtown 0.33% Reduce -1.6% 17,839 $1.7M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.3% 17,826 $1.7M
Novak & Powell Financial Services, Inc. 0.99% Add +0.4% 17,615 $1.7M
Field & Main Bank 0.61% Add +3.6% 17,559 $1.7M
American Financial & Tax Strategies Inc. 0.87% Reduce -4.9% 17,553 $1.7M
Harbour Investments, Inc. 0.05% Add +4.6% 17,550 $1.7M
Jane Street Group, LLC 0.00% Reduce -63.4% 17,469 $1.7M
CGN Advisors LLC 0.17% Add +10.7% 17,358 $1.7M
Gradient Capital Advisors, LLC 0.56% Add +0.0% 17,272 $1.7M
MAS Advisors LLC 3.58% Reduce -7.5% 17,254 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -42.0% 17,249 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -42.0% 17,249 $1.7M
Cohen & Steers, Inc. 0.00% Reduce -65.3% 17,253 $1.7M
Boston Family Office LLC 0.11% Add +1.0% 17,018 $1.7M
United Community Bank 0.64% Reduce -2.8% 16,930 $1.6M
Bessemer Group Inc. 0.00% Reduce -19.1% 16,787 $1.6M
Pioneer Wealth Management Group 0.78% Reduce -1.6% 16,779 $1.6M
1834 Investment Advisors Co. 0.19% Reduce -13.7% 16,766 $1.6M
BOK Financial Private Wealth, Inc. 0.12% Reduce -18.6% 16,471 $1.6M
Jones Financial Companies LLLP 0.00% Add +85.1% 16,665 $1.6M
Beaumont Financial Advisors, LLC 0.13% Reduce -3.7% 16,485 $1.6M
Walkner Condon Financial Advisors LLC 0.33% Reduce -0.6% 16,451 $1.6M
Retirement Financial Solutions, LLC 0.70% Reduce -2.7% 16,382 $1.6M
Moran Wealth Management, LLC 0.05% Reduce -5.6% 16,336 $1.6M
Integris Wealth Management, LLC 0.44% Reduce -0.3% 16,321 $1.6M
First Nebraska Trust Co 0.15% Reduce -0.6% 16,303 $1.6M
Investment Advisory Group, LLC 0.55% Add +0.0% 16,300 $1.6M
Fund Evaluation Group, LLC 0.09% Add +0.5% 16,279 $1.6M
Arkadios Wealth Advisors 0.09% Add +10.0% 16,209 $1.6M
IFG Advisory, LLC 0.10% Add +1.8% 16,160 $1.6M
CWA Asset Management Group, LLC 0.08% — 16,118 $1.6M
Ti-Trust, Inc. 1.12% Add +1.9% 16,017 $1.6M
West Financial Advisors, LLC 0.30% Add +2.1% 15,944 $1.6M
Webster Bank, N. A. 0.17% Add +60.5% 15,941 $1.6M
Foster Group, Inc. 0.06% Reduce -11.4% 15,622 $1.5M
Parsons Capital Management Inc. 0.10% Add +7.3% 15,518 $1.5M
Mystic Asset Management, Inc. 0.57% Reduce -0.1% 15,481 $1.5M
Stone Summit Wealth LLC 0.49% Add +3.3% 15,467 $1.5M
Lester Murray Antman dba SimplyRich 0.42% No change 15,344 $1.5M
Institute for Wealth Management, LLC. 0.19% Reduce -1.0% 15,318 $1.5M
Willis Johnson & Associates, Inc. 0.11% Reduce -5.1% 15,228 $1.5M
Flaharty Asset Management, LLC 0.21% Reduce -49.2% 15,195 $1.5M
Roundview Capital LLC 0.11% Add +3.0% 15,186 $1.5M
City Holding Co. 0.20% No change 15,115 $1.5M
Clayton Financial Group LLC 0.55% Reduce -55.4% 15,104 $1.5M
Parkside Financial Bank & Trust 0.21% Add +40.1% 15,073 $1.5M
Palisades Hudson Asset Management, L.P. 0.62% Add +2.1% 15,033 $1.5M
DBK Financial Counsel, LLC 1.47% Reduce -8.8% 14,938 $1.5M
Prostatis Group LLC 0.48% Add +41.3% 14,929 $1.5M
Sepio Capital, LP 0.11% Add +8.5% 14,912 $1.5M
Price Capital Management, Inc. 7.15% New 15,000 $1.5M
Global Trust Asset Management, LLC 0.54% Add +1.4% 14,860 $1.4M
Rossmore Private Capital 0.18% Add +7.7% 14,782 $1.4M
Penobscot Wealth Management 0.78% Add +3.6% 14,772 $1.4M
IHT Wealth Management, LLC 0.04% Add +51.1% 14,737 $1.4M
Ieq Capital, LLC 0.02% Reduce -14.7% 14,691 $1.4M
Jaffetilchin Investment Partners, LLC 0.11% Reduce -0.2% 14,676 $1.4M
McClarren Financial Advisors, Inc. 0.18% Add +83.7% 2,614 $1.4M
Diversify Wealth Management, LLC 0.14% Add +45.1% 14,808 $1.4M
Howard Wealth Management, LLC 0.83% Add +1.2% 14,621 $1.4M
Apollon Wealth Management, LLC 0.04% Reduce -0.2% 14,603 $1.4M
Sentinel Pension Advisors, LLC 0.27% Add +0.2% 14,581 $1.4M
Hengehold Capital Management LLC 0.13% Reduce -1.1% 14,440 $1.4M
Fi3 FINANCIAL ADVISORS, LLC 0.56% Reduce -4.3% 14,407 $1.4M
NorthCoast Asset Management LLC 0.01% Add +69.3% 16,311 $1.4M
Next Capital Management LLC 0.57% No change 14,224 $1.4M
SeaCrest Wealth Management, LLC 0.15% Reduce -4.0% 14,212 $1.4M
Mount Lucas Management LP 0.47% Add +2.9% 14,112 $1.4M
Telos Capital Management, Inc. 0.14% Reduce -0.7% 14,076 $1.4M
Rakuten Investment Management, Inc. 0.01% Add +1.0% 14,182 $1.4M
William Howard & Co Financial Advisors Inc 1.17% Add +11.2% 14,065 $1.4M
Juncture Wealth Strategies, LLC 0.53% Add +10.6% 14,052 $1.4M
Simplicity Wealth,LLC 0.13% Reduce -55.0% 14,044 $1.4M
Accretive Wealth Partners, LLC 0.57% Add +3.9% 14,016 $1.4M
Northwest Wealth Management, LLC 0.32% Add +1.8% 13,962 $1.4M
Peoples Financial Services Corp. 0.62% Reduce -1.2% 13,953 $1.4M
Main Street Financial Solutions, LLC 0.12% Reduce -1.8% 13,949 $1.4M
Strategic Blueprint, LLC 0.08% Add +0.6% 13,943 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +9.7% 13,934 $1.4M
Salem Investment Counselors Inc. 0.04% Add +5.5% 13,881 $1.4M
Vernal Point Advisors, LLC 1.05% No change 13,805 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +0.7% 13,880 $1.4M
Prospera Financial Services Inc 0.03% Reduce -13.2% 13,725 $1.3M
Hollencrest Capital Management 0.06% Reduce -9.8% 13,739 $1.3M
Rothschild Investment LLC 0.09% No change 13,686 $1.3M
National Philanthropic Trust 0.02% Reduce -9.8% 13,664 $1.3M
SVB Wealth LLC 1.13% Reduce -88.3% 13,630 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Reduce -27.3% 13,511 $1.3M
Apeiron RIA LLC 0.38% Add +38.4% 13,466 $1.3M
Root Financial Partners, LLC 0.21% Add +66.5% 13,449 $1.3M
Joel Isaacson & Co., LLC 0.06% Add +7.0% 13,449 $1.3M
Invesco Ltd. 0.00% Reduce -12.9% 13,427 $1.3M
&partners 0.03% Add +63.8% 13,421 $1.3M
Wesbanco Bank Inc. 0.04% Reduce -1.3% 13,196 $1.3M
Windsor Capital Management, LLC 0.37% Reduce -0.6% 13,180 $1.3M
Eclectic Associates Inc. 0.51% Add +14.2% 13,166 $1.3M
Bragg Financial Advisors, Inc 0.05% Reduce -0.3% 13,147 $1.3M
Fiducient Advisors LLC 0.15% Add +18.1% 13,024 $1.3M
Madden Advisory Services, Inc. 0.59% Add +3.3% 13,121 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Add +14.8% 13,108 $1.3M
Private Portfolio Partners LLC 0.24% New 13,076 $1.3M
Trinity Legacy Partners, LLC 0.33% Reduce -2.4% 13,322 $1.3M
Schneider Downs Wealth Management Advisors, LP 0.26% Add +0.3% 13,000 $1.3M
Cambridge Financial Group, LLC 0.53% No change 12,973 $1.3M
CRA Financial Services, LLC 0.23% Add +5.7% 12,944 $1.3M
Sweeney & Michel, LLC 0.49% Add +1.3% 12,871 $1.3M
KMG Fiduciary Partners, LLC 0.11% Reduce -0.4% 12,866 $1.3M
Sierra Capital LLC 0.15% Reduce -61.1% 12,825 $1.2M
First Western Trust Bank 0.06% No change 12,778 $1.2M
Balanced Rock Investment Advisors LLC 0.98% Reduce -3.1% 12,774 $1.2M
Wealth Dimensions Group, Ltd. 0.32% Reduce -0.1% 12,765 $1.2M
Motley Fool Wealth Management, LLC 0.06% Add +0.3% 12,738 $1.2M
WASHINGTON TRUST Co 0.04% Reduce -5.4% 12,736 $1.2M
Roof Eidam Maycock Peralta, LLC 0.31% Add +0.0% 12,702 $1.2M
Visionary Wealth Advisors 0.08% Add +2.3% 12,675 $1.2M
Meridian Wealth Management, LLC 0.06% New 12,637 $1.2M
General Partner, Inc. 0.76% Add +6216.0% 12,632 $1.2M
WMS Partners, LLC 0.07% Add +2.0% 12,558 $1.2M
Pacific Financial Group Inc. 0.90% New 12,529 $1.2M
Laidlaw Wealth Management LLC 0.60% Add +2.4% 12,522 $1.2M
Valley Financial Group, Inc. 0.85% Reduce -0.5% 12,514 $1.2M
Warner Financial, Inc. 0.54% Reduce -0.0% 12,500 $1.2M
Mosaic Family Wealth Partners, LLC 0.18% Reduce -42.4% 12,454 $1.2M
Talon Private Wealth, LLC 0.25% — 12,408 $1.2M
Ritholtz Wealth Management 0.04% Reduce -37.7% 12,402 $1.2M
Kinloch Capital, LLC 0.58% New 12,235 $1.2M
Endowment Wealth Management, Inc. 0.78% Add +2.5% 12,208 $1.2M
KOM Wealth Management Group, LLC 0.99% Reduce -7.9% 12,195 $1.2M
Arkansas Financial Group, Inc. 0.19% Add +0.1% 12,176 $1.2M
TAP Consulting, LLC 0.23% Add +8.9% 12,102 $1.2M
Martel Wealth Advisors LLC 0.24% Add +0.3% 12,366 $1.2M
Saxon Interests, Inc. 0.53% New 12,052 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +5.8% 12,247 $1.2M
Blue Barn Wealth, LLC 0.60% Add +0.1% 11,986 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +19.5% 11,967 $1.2M
Benchmark Investment Advisors LLC 0.83% Add +31.6% 11,920 $1.2M
Ellis Investment Partners, LLC 0.22% Reduce -0.9% 11,846 $1.2M
Kelleher Financial Advisors 0.44% No change 11,837 $1.2M
Tortoise Investment Management, LLC 0.12% Add +0.7% 11,763 $1.1M
Verde Capital Management 0.34% Add +1.4% 11,762 $1.1M
Magnus Financial Group LLC 0.12% Add +12.0% 11,753 $1.1M
Carolinas Wealth Consulting LLC 0.21% Reduce -12.8% 11,619 $1.1M
SageView Advisory Group, LLC 0.06% Reduce -48.2% 11,708 $1.1M
NWF Advisory Services Inc. 0.17% Add +69.6% 11,703 $1.1M
Bank Ozk 0.47% Reduce -4.2% 11,668 $1.1M
Nicolet Advisory Services, LLC 0.11% Add +0.4% 11,863 $1.1M
One Wealth Map LLC 0.67% Add +1.0% 11,748 $1.1M
Curran Financial Partners, LLC 0.32% New 11,620 $1.1M
Kovack Advisors, Inc. 0.12% Add +2.7% 11,533 $1.1M
Transcendent Capital Group LLC 0.57% Reduce -69.6% 11,424 $1.1M
Orion Capital Management LLC 0.54% Add +21.8% 11,410 $1.1M
Acropolis Investment Management, LLC 0.07% Reduce -0.8% 11,597 $1.1M
City Center Advisors, LLC 1.23% New 11,376 $1.1M
Jacobi Capital Management LLC 0.08% Reduce -4.8% 11,374 $1.1M
Curbstone Financial Management Corp 0.24% No change 11,370 $1.1M
Matrix Private Capital Group LLC 0.63% Reduce -3.5% 11,204 $1.1M
Asset Allocation Strategies LLC 0.31% Reduce -2.5% 11,271 $1.1M
Piedmont Capital Management, LLC 0.66% Reduce -76.5% 11,261 $1.1M
Nations Financial Group Inc, /Ia/ 0.08% Add +13.1% 11,192 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.27% Add +1.8% 11,186 $1.1M
Crestwood Advisors Group, LLC 0.02% Reduce -90.9% 11,170 $1.1M
Litman Gregory Wealth Management LLC 0.09% Add +1.2% 11,159 $1.1M
L.M. Kohn & Company 0.27% Add +8.4% 11,119 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -21.3% 11,100 $1.1M
Simon Quick Advisors, LLC 0.07% Reduce -14.7% 11,079 $1.1M
Mather Group, Llc. 0.01% Reduce -61.1% 11,074 $1.1M
Integrity Wealth Solutions LLC 0.63% Add +18.1% 10,937 $1.1M
Newman Dignan & Sheerar, Inc. 0.26% Add +3.7% 11,180 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +13.0% 10,982 $1.1M
Alpine Bank Wealth Management 0.17% — 10,963 $1.1M
Almanack Investment Partners, LLC. 0.17% Add +11.5% 10,829 $1.1M
Hanover Advisors Inc. 0.44% Add +45.5% 10,741 $1.0M
Argent Trust Co 0.04% No change 10,695 $1.0M
Viawealth, LLC 0.61% Add +2.5% 10,676 $1.0M
JFS Wealth Advisors, LLC 0.07% Add +1.2% 10,616 $1.0M
Pinnacle Bancorp, Inc. 0.28% Reduce -6.9% 10,579 $1.0M
Brio Consultants, LLC 0.16% Reduce -8.6% 10,546 $1.0M
Fingerlakes Wealth Management, Inc. 0.85% Add +0.0% 10,537 $1.0M
Capital Management Associates, Inc 0.42% Add +5.2% 10,479 $1.0M
Fifth Third Securities, Inc. 0.10% Reduce -10.1% 10,466 $1.0M
Bouchey Financial Group, Ltd. 0.09% No change 10,430 $1.0M
Woodward Diversified Capital, LLC 0.65% Reduce -8.0% 10,438 $1.0M
Capital Asset Advisory Services LLC 0.05% Reduce -11.7% 10,761 $1.0M
Montecito Bank & Trust 0.17% Add +23.0% 10,433 $1.0M
Intellectus Partners, LLC 0.26% No change 10,325 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% Reduce -0.6% 10,372 $1.0M
Harbor Advisory Corp. 0.33% Reduce -4.5% 10,344 $1.0M
Signal Advisors Wealth, LLC 0.14% New 10,326 $1.0M
Mustard Seed Financial, LLC 0.83% Reduce -2.2% 10,299 $1.0M
Summit Financial, LLC 0.04% Add +23.3% 10,181 $1.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.39% No change 10,255 $999K
Onyx Bridge Wealth Group LLC 0.15% Reduce -7.2% 10,150 $989K
Bluesphere Advisors LLC 0.49% Add +45.7% 10,110 $985K
Financial Advocates Investment Management 0.06% Reduce -12.5% 8,372 $981K
Fsa Wealth Partners, Inc. 0.23% Add +4.4% 9,842 $959K
Forum Financial Management, LP 0.02% Add +3.1% 9,836 $958K
SMART Wealth LLC 0.37% Add +34.4% 9,759 $951K
Pure Portfolios Holdings LLC 0.36% — 9,757 $951K
Index Fund Advisors, Inc. 0.05% Add +0.1% 9,750 $950K
TPG Advisors LLC 0.74% Add +1.1% 9,749 $950K
Independent Wealth Network Inc. 0.42% Reduce -3.1% 9,730 $948K
Gladstone Institutional Advisory LLC 0.05% Add +4.8% 9,718 $947K
Wealthcare Capital Management LLC 0.09% Reduce -8.3% 9,668 $942K
American Financial Advisors, LLC 0.13% Reduce -7.6% 9,575 $933K
Citadel Advisors 0.00% Reduce -71.0% 9,419 $918K
Raab & Moskowitz Asset Management LLC 0.23% Add +1.4% 9,354 $911K
Tocqueville Asset Management L.P. 0.01% Reduce -3.7% 9,327 $909K
LYNX Capital Group Ltd. 0.59% No change 9,302 $906K
Elevated Capital Advisors, LLC 0.24% Reduce -4.3% 9,240 $900K
Edge Capital Group, LLC 0.04% Add +46.0% 9,216 $898K
Bedel Financial Consulting, Inc. 0.13% Add +3.3% 9,174 $894K
Hudock, Inc. 0.15% Reduce -3.0% 9,157 $892K
Guidance Capital, Inc. 0.28% Add +20.5% 9,149 $892K
Chesapeake Wealth Management 0.30% Reduce -3.0% 9,127 $889K
Financial Perspectives, Inc 0.31% Reduce -0.9% 9,124 $889K
Strata Wealth Advisors, LLC 0.28% Add +1.4% 9,094 $886K
Newport Capital Group, LLC 0.65% Add +2.0% 8,989 $876K
Robertson Stephens Wealth Management, LLC 0.03% Add +9.6% 8,913 $876K
Glass Jacobson Investment Advisors llc 0.29% Reduce -0.5% 8,984 $875K
Gries Financial LLC 0.16% Add +20.0% 8,954 $872K
Fairhaven Wealth Management, LLC 0.27% Add +3.3% 8,951 $872K
Jump Financial, LLC 0.02% Reduce -15.3% 8,951 $872K
Cadent Capital Advisors, LLC 0.30% Add +185.5% 8,946 $872K
Principal Securities, Inc. 0.02% Add +63.2% 8,939 $871K
First Bancorp, Inc 0.61% No change 8,936 $871K
Annex Advisory Services, LLC 0.03% Reduce -3.0% 8,935 $870K
Chapin Davis, Inc. 0.28% Reduce -0.8% 8,906 $868K
Allegiance Financial Group Advisory Services LLC 0.30% Reduce -1.1% 8,891 $866K
Washington Trust Bank 0.08% Add +2.3% 8,880 $865K
Hirtle & Co., LLC 0.04% No change 8,683 $846K
Smith, Moore & Co. 0.08% Add +0.8% 8,667 $844K
First Financial Corp. 0.40% Reduce -3.7% 8,602 $838K
Franklin, Parlapiano, Turner & Welch, LLC 0.22% No change 8,595 $837K
Flputnam Investment Management Co. 0.01% Reduce -1.5% 8,583 $836K
Caldwell Trust Co 0.09% Add +19.2% 8,572 $835K
Mayflower Financial Advisors, LLC 0.13% Reduce -5.4% 8,570 $835K
Sara-Bay Financial 0.30% Reduce -23.3% 8,550 $833K
Capital Analysts, LLC 0.03% Add +1.5% 8,545 $832K
Smith Shellnut Wilson LLC 0.38% No change 8,529 $831K
Ruedi Wealth Management, Inc. 0.28% Reduce -11.3% 8,488 $827K
Rockingstone Advisors LLC 0.41% Reduce -7.3% 8,472 $825K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -4.6% 8,436 $822K
Topel & Distasi Wealth Management, LLC 0.34% Reduce -26.8% 8,414 $820K
Quantinno Capital Management LP 0.01% Add +52.0% 8,410 $819K
FAS Wealth Partners, Inc. 0.06% Reduce -6.4% 8,350 $813K
Godshalk Welsh Capital Management, Inc. 0.51% Add +7.1% 8,335 $812K
King Luther Capital Management Corp. 0.00% Add +1.1% 8,333 $812K
AMG National Trust Bank 0.02% Add +15.8% 8,328 $811K
Carson Advisory Inc. 0.51% Reduce -1.2% 8,307 $809K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -10.5% 8,214 $808K
McDaniel Terry & Co. 0.07% Add +0.9% 8,275 $806K
Abacus Planning Group, Inc. 0.14% No change 8,266 $805K
Daymark Wealth Partners, LLC 0.03% Add +0.6% 8,231 $802K
Fidato Wealth LLC 0.64% Reduce -2.0% 8,210 $800K
Apella Capital, LLC 0.03% Reduce -3.6% 8,274 $798K
Kingswood Wealth Advisors, LLC 0.06% Add +8.9% 8,187 $798K
SOL Capital Management CO 0.09% Reduce -6.2% 8,166 $796K
Mutual Advisors, LLC 0.02% Add +18.6% 8,132 $786K
Duncker Streett & Co. Inc. 0.14% No change 8,060 $785K
McLean Asset Management Corp 0.24% Add +0.3% 8,226 $782K
Mechanics Bank Trust Department 0.10% No change 8,019 $781K
Koshinski Asset Management, Inc. 0.07% Reduce -0.3% 7,098 $781K
Key Financial Inc 0.17% Reduce -0.5% 7,970 $776K
BIP Wealth, LLC 0.05% Add +47.1% 7,962 $776K
First National Bank Sioux Falls 0.35% Reduce -15.0% 7,928 $772K
Csenge Advisory Group 0.04% Add +14.8% 8,148 $772K
CVA Family Office, LLC 0.13% Reduce -2.9% 7,924 $772K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% Reduce -5.6% 7,920 $772K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +0.1% 7,896 $769K
North Star Investment Management Corp. 0.05% Add +3.4% 7,843 $764K
Werba Rubin Papier Wealth Management 0.18% Add +88.4% 7,828 $763K
Evercore Wealth Management, LLC 0.01% Reduce -24.2% 7,826 $762K
SWS Partners 0.24% Reduce -0.1% 7,823 $762K
Pinnacle Family Advisors, LLC 0.39% Reduce -2.1% 7,798 $760K
PFG Investments, LLC 0.05% Reduce -33.6% 7,787 $759K
Liberty Wealth Management LLC 0.13% Add +1.5% 7,770 $757K
YHB Investment Advisors, Inc. 0.06% Add +1.0% 7,739 $754K
Diversify Advisory Services, LLC 0.04% Add +0.8% 7,858 $752K
Carrera Capital Advisors 0.18% Reduce -2.7% 7,630 $750K
First Hawaiian Bank 0.02% Reduce -6.8% 7,665 $747K
Trust Co 0.09% Reduce -30.9% 7,661 $746K
Marco Investment Management LLC 0.06% Reduce -0.3% 7,607 $741K
O'ROURKE & COMPANY, Inc 0.37% Add +11.7% 7,606 $741K
Kuhn & Co Investment Counsel 0.63% Reduce -3.5% 7,587 $739K
Legacy PCG, LLC 0.52% Add +65.7% 7,570 $737K
Clifford Swan Investment Counsel LLC 0.03% No change 7,556 $736K
Summit Financial Wealth Advisors, LLC 0.14% Add +6.9% 7,555 $736K
Capital Insight Partners, LLC 0.13% No change 7,538 $734K
J. Goldman & Co LP 0.03% New 7,529 $733K
Voya Financial Advisors, Inc. 0.08% Add +1.6% 7,581 $733K
Gryphon Financial Partners LLC 0.10% Add +5.8% 7,518 $732K
Bramshill Investments, LLC 0.08% New 7,500 $731K
Wealthspire Retirement, LLC 0.06% Add +0.4% 7,489 $729K
Kennebec Savings Bank 0.72% — 7,464 $727K
Watts Gwilliam & Co., LLC 0.16% — 7,679 $725K
Bfsg, LLC 0.08% Reduce -2.6% 7,441 $725K
Ascentis Independent Advisors 0.11% Add +0.5% 7,413 $722K
Advocate Group LLC 0.13% No change 7,409 $722K
KG Capital Management 0.23% Reduce -4.2% 7,393 $720K
Raffa Wealth Management, LLC 0.17% Add +12.3% 7,377 $719K
Fiduciary Family Office, LLC 0.24% No change 7,349 $716K
Towerpoint Wealth, LLC 0.34% Add +6.8% 7,308 $712K
Loudon Investment Management, LLC 0.39% No change 7,295 $711K
Westside Investment Management, Inc. 0.15% Reduce -0.7% 7,288 $710K
CoreCap Advisors, LLC 0.03% New 7,272 $708K
Sandy Spring Bank 0.03% Reduce -11.9% 7,238 $705K
Parker Financial LLC 0.35% Reduce -17.3% 7,232 $704K
Glen Eagle Advisors, LLC 0.12% Reduce -6.1% 7,218 $703K
Certified Advisory Corp 0.08% Reduce -70.2% 7,192 $701K
Certuity, LLC 0.08% Reduce -1.2% 7,186 $700K
Private Trust Co. NA 0.07% Add +10.7% 7,159 $697K
Central Bank & Trust Co. 0.10% Reduce -54.7% 7,156 $697K
Westfuller Advisors, LLC 0.50% — 7,082 $696K
San Luis Wealth Advisors LLC 0.14% Add +36.7% 7,137 $695K
Silver Oak Securities, Incorporated 0.07% New 7,151 $691K
Clifford Group, LLC 0.53% Reduce -5.8% 6,982 $680K
WealthShield Partners, LLC 0.09% Add +6.8% 6,926 $677K
Cardinal Point Capital Management ULC 0.11% No change 6,871 $675K
Wiser Advisor Group LLC 1.00% Add +0.7% 6,896 $672K
Wealth Effects LLC 0.23% No change 6,880 $670K
Instrumental Wealth, LLC 0.65% Reduce -80.9% 7,028 $670K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Add +8.3% 6,880 $670K
Advisors Capital Management, LLC 0.01% Reduce -48.5% 6,863 $669K
Mason Investment Advisory Services, Inc. 0.04% Add +0.2% 6,861 $668K
First National Bank of Hutchinson 0.43% No change 6,840 $666K
RFP Financial Group LLC 0.22% Add +102.0% 6,832 $666K
Greenleaf Trust 0.01% Reduce -0.5% 6,822 $665K
Affinity Capital Advisors, LLC 0.13% Reduce -18.8% 6,821 $664K
Community Bank, N.A. 0.08% Reduce -5.1% 6,787 $661K
Allen Investment Management, LLC 0.01% No change 6,781 $661K
Mechanics Financial Corp 0.29% Reduce -10.9% 6,724 $655K
Optimist Retirement Group LLC 0.29% Add +0.3% 6,710 $654K
North Ridge Wealth Advisors, Inc. 0.44% Reduce -20.9% 6,679 $651K
Level Four Advisory Services, LLC 0.03% Reduce -0.6% 6,895 $649K
Founders Financial Securities LLC 0.06% Reduce -34.2% 6,662 $649K
Piscataqua Savings Bank 0.55% Reduce -0.6% 6,638 $647K
Lantern Wealth Advisors, LLC 0.45% Reduce -4.1% 6,608 $644K
Canandaigua National Trust Co of Florida 0.55% — 6,584 $641K
Richardson Financial Services Inc. 0.41% Add +2.0% 7,596 $638K
AQR Capital Management 0.00% New 6,545 $638K
Venture Visionary Partners LLC 0.03% Add +11.8% 6,543 $637K
Arrow Financial Corp 0.06% No change 6,505 $634K
FNY Investment Advisers, LLC 0.31% New 6,500 $633K
Mission Creek Capital Partners, Inc. 0.15% Add +47.6% 6,413 $625K
Western Wealth Management, LLC 0.04% Reduce -4.5% 6,402 $624K
First Interstate Bank 0.04% Reduce -1.3% 6,392 $623K
Argent Financial Group, Inc. 0.07% — 6,381 $622K
Bradley Foster & Sargent Inc. 0.01% No change 6,322 $616K
Vise Technologies, Inc. 0.08% Reduce -5.5% 6,300 $614K
NCM Capital Management, LLC 0.29% Add +0.1% 6,282 $612K
Ironwood Investment Counsel, LLC 0.10% Add +0.6% 6,249 $609K
Fort Sheridan Advisors LLC 0.09% Reduce -9.6% 6,239 $608K
Dunhill Financial, LLC 0.31% Add +1215.2% 6,234 $607K
Sovereign Financial Group, Inc. 0.14% Reduce -14.6% 6,222 $606K
Farrell Financial LLC 0.43% Add +1.2% 6,321 $606K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,210 $605K
MainStreet Investment Advisors LLC 0.08% Reduce -23.4% 6,183 $602K
Bridges Investment Management Inc. 0.01% No change 6,178 $602K
Libra Wealth LLC 0.24% No change 6,165 $601K
Upper Left Wealth Management, LLC 0.53% Add +0.3% 6,311 $600K
Opus Capital Group, LLC 0.07% Reduce -50.7% 6,157 $600K
Lanark Financial, Inc. 0.05% Reduce -1.2% 6,154 $599K
Greenwich Wealth Management LLC 0.04% No change 6,134 $598K
DF Dent & Co. Inc. 0.01% No change 6,079 $592K
Diligent Investors, LLC 0.14% No change 6,067 $591K
Arbor Wealth Advisors LLC 0.53% No change 6,000 $585K
Natixis 0.00% Add +0.2% 5,964 $581K
Merriman Wealth Management, LLC 0.02% Reduce -3.1% 5,914 $580K
TFB Advisors LLC 0.17% Reduce -1.6% 5,948 $579K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.3% 5,897 $574K
Trust Co. of Oklahoma 0.19% Reduce -2.3% 5,856 $570K
Lam Group, Inc. 0.40% Add +0.7% 5,855 $570K
Exchange Bank 0.46% Reduce -10.3% 5,826 $568K
Schnieders Capital Management LLC 0.11% Reduce -13.6% 5,808 $566K
CJM Wealth Advisers, Ltd. 0.19% Reduce -21.1% 5,803 $565K
Bryant Woods Investment Advisors, LLC 0.29% Add +3.4% 5,802 $565K
Rehmann Capital Advisory Group 0.04% Add +0.3% 5,791 $564K
Indiana Trust & Investment Management Co 0.19% Add +52.7% 5,782 $563K
S.A. Mason LLC 0.30% No change 5,767 $562K
Boltwood Capital Management 0.17% Add +1.8% 5,756 $561K
Belpointe Asset Management LLC 0.03% Add +8236.2% 5,752 $560K
Stratos Investment Management, LLC 0.04% New 5,735 $559K
Vannoy Advisory Group, Inc. 0.40% No change 5,712 $556K
Heritage Wealth Advisors 0.03% No change 5,709 $556K
Cozad Asset Management Inc. 0.05% Reduce -12.5% 5,708 $556K
BlackRock, Inc. 0.00% — 5,691 $554K
NorthRock Partners, LLC 0.02% Reduce -22.4% 5,636 $553K
Barrett & Company, Inc. 0.24% Add +2.1% 5,665 $552K
IFP Advisors, Inc 0.02% Reduce -31.6% 5,632 $549K
Patton Albertson Miller Group, LLC 0.07% Reduce -0.9% 5,616 $547K
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 0.54% No change 5,560 $542K
Hillcrest Wealth Advisors - NY, LLC 0.27% Add +22.2% 5,500 $536K
Motco 0.05% Add +6.5% 5,488 $535K
Quotient Wealth Partners, LLC 0.02% Reduce -15.4% 5,488 $535K
Bank of Marin 0.43% Reduce -5.3% 5,475 $533K
Invictus Private Wealth, LLC 0.04% Add +7.2% 5,472 $533K
Elevation Wealth Partners, LLC 0.23% Add +0.9% 5,450 $531K
Essex LLC 0.11% Add +0.4% 5,445 $530K
Mainsail Financial Group, LLC 0.31% Reduce -67.0% 5,598 $529K
Canal Capital Management, LLC 0.08% No change 5,432 $529K
Bray Capital Advisors 0.13% No change 5,426 $529K
Cypress Capital Group 0.06% Reduce -9.2% 5,395 $526K
ROI Financial Advisors, LLC 0.36% Add +1.5% 5,388 $525K
Avalon Trust Co 0.04% Add +2.7% 5,366 $523K
Samalin Investment Counsel, LLC 0.23% Add +2.5% 5,332 $519K
Latitude Advisors, LLC 0.29% Add +9.9% 5,331 $519K
Brophy Wealth Management, LLC 0.19% — 5,311 $517K
Jmac Enterprises LLC 0.08% Reduce -4.0% 5,308 $517K
First Heartland Consultants, Inc. 0.06% Reduce -7.0% 5,308 $517K
Brown Financial Advisory 0.36% No change 5,288 $515K
Farmers Trust Co. 0.10% Add +29.8% 5,264 $513K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -6.8% 5,207 $507K
Eagle Strategies LLC 0.09% Reduce -6.3% 5,177 $504K
Quadrant Private Wealth Management, LLC 0.13% Add +23.4% 5,159 $504K
Morris Financial Concepts, Inc. 0.22% Reduce -2.5% 5,162 $503K
American National Bank & Trust 0.06% Reduce -13.1% 5,149 $502K
Tompkins Financial Corp. 0.05% Reduce -2.1% 5,134 $500K
RS Crum Inc. 0.12% No change 5,130 $500K
Platte River Wealth Advisors, LLC 0.13% No change 5,126 $499K
Ascent Group, LLC 0.04% Reduce -4.4% 5,116 $498K
Mendel Money Management 0.21% Add +34.5% 5,082 $495K
Clear Investment Research, LLC 0.64% Reduce -89.6% 5,071 $494K
MontVue Capital Management, Inc. 0.38% Reduce -1.5% 5,069 $494K
Clarius Group, LLC 0.03% Add +5.2% 5,057 $493K
Kearns & Associates LLC 0.32% Add +0.2% 5,055 $492K
Foundations Investment Advisors, LLC 0.01% Add +19.1% 5,047 $492K
TD Waterhouse Canada Inc. 0.00% Add +41.9% 5,062 $491K
Alexander Labrunerie & Co., Inc. 0.23% No change 5,036 $491K
Sage Capital Management, LLC 0.24% Add +1.0% 5,030 $490K
Trust Co. of Vermont 0.02% Add +12.5% 5,019 $489K
Red Mountain Financial, LLC 0.52% Reduce -1.3% 5,016 $489K
Edge Wealth Management LLC 0.10% No change 5,000 $487K
Select Asset Management & Trust 0.18% New 5,003 $487K
Goelzer Investment Management, Inc. 0.03% Reduce -0.7% 4,997 $487K
ProVise Management Group, LLC 0.04% Reduce -4.2% 4,979 $485K
Northeast Investment Management 0.02% Reduce -0.6% 4,978 $485K
Stablepoint Partners, LLC 0.09% Add +3.8% 4,969 $484K
Avidian Wealth Enterprises, LLC 0.02% Reduce -26.2% 4,953 $482K
Carmichael Hill & Associates, Inc. 0.18% Add +0.0% 4,947 $482K
Keystone Financial Planning, Inc. 0.15% No change 4,942 $481K
Sachetta, LLC 0.19% Add +0.3% 4,925 $480K
Facet Wealth, Inc. 0.01% Add +30.9% 5,127 $477K
ICONIQ Capital, LLC 0.01% Reduce -2.5% 4,887 $476K
Nikulski Financial, Inc. 0.14% Reduce -7.2% 4,878 $475K
James J. Burns & Company, LLC 0.09% Add +3.5% 4,873 $475K
Horan Securities, Inc. 0.18% Reduce -7.4% 4,860 $473K
Simplex Trading, LLC 0.02% Reduce -78.6% 4,858 $473K
Modern Wealth Management, LLC 0.03% Reduce -4.3% 4,836 $471K
Money Concepts Capital Corp. 0.04% Add +5.1% 4,826 $470K
Petra Financial Advisors Inc. 0.31% Add +29.9% 4,821 $470K
Wilson & Boucher Capital Management, LLC 0.32% No change 4,800 $468K
USA Financial Formulas 0.07% Reduce -6.1% 4,800 $468K
Claro Advisors Inc. 0.06% Reduce -1.5% 4,788 $466K
Fisher Asset Management 0.00% Reduce -29.9% 4,787 $466K
Occidental Asset Management, LLC 0.08% Add +4.5% 4,781 $466K
Auour Investments LLC 0.17% Reduce -27.9% 4,852 $463K
First International Bank & Trust 0.15% No change 4,734 $461K
Tenret Co LLC 0.29% No change 4,710 $459K
Norris Perne & French LLP 0.03% No change 4,700 $458K
Cascade Wealth Advisors, Inc 0.33% Reduce -5.3% 4,678 $456K
Patten Group, Inc. 0.10% Add +1.6% 4,661 $454K
Northwest Bancshares, Inc. 0.08% Reduce -2.1% 4,660 $454K
Northern Capital Management, Inc. 0.28% No change 4,623 $450K
McNaughton Wealth Management, LLC 0.22% Reduce -2.8% 4,611 $449K
E&G Advisors, LLC 0.12% Add +21.3% 4,567 $445K
Peak Financial Management, Inc. 0.13% Add +9.9% 4,566 $445K
Davis R M Inc. 0.01% No change 4,551 $443K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.6% 4,550 $443K
Resolute Advisors LLC 0.09% Reduce -4.6% 4,503 $442K
New Century Financial Group, LLC 0.16% Reduce -4.5% 4,532 $442K
Boston Trust Walden Corp 0.00% No change 4,522 $441K
Essex Financial Services, Inc. 0.03% Reduce -30.6% 4,592 $440K
Personal Cfo Solutions, LLC 0.06% Add +2.8% 4,512 $440K
T. Rowe Price Associates Inc. 0.00% Add +30.7% 4,504 $439K
Silverlake Wealth Management LLC 0.17% Add +33.2% 4,481 $437K
Eagle Bluffs Wealth Management LLC 0.23% Reduce -8.6% 4,434 $436K
HM Payson & Co. 0.01% Reduce -13.9% 4,461 $435K
Mosaic Financial Group, LLC 0.31% Add +0.3% 4,442 $433K
Great Valley Advisor Group, Inc. 0.01% Add +19.9% 4,447 $433K
XML Financial, LLC 0.04% Add +10.8% 4,442 $433K
Howard Financial Services, LTD. 0.06% Reduce -15.1% 4,426 $431K
Jim Saulnier & Associates, LLC 0.42% — 4,421 $431K
Angeles Wealth Management, LLC 0.04% Add +0.1% 4,403 $429K
Berkeley Capital Partners, LLC 0.12% Add +1.0% 4,403 $429K
Colonial Trust Co / SC 0.07% Add +3.5% 4,400 $429K
Faithward Advisors, LLC 0.07% Add +50.0% 4,383 $427K
Benjamin Edwards Inc. 0.01% New 4,353 $424K
Hexagon Capital Partners LLC 0.08% Reduce -17.9% 4,352 $424K
Strategic Financial Planning, Inc. 0.28% Reduce -17.4% 4,346 $423K
Earned Wealth Advisors, LLC 0.13% Reduce -13.6% 4,344 $423K
Professional Advisory Services Inc. 0.05% No change 4,336 $422K
Financial Insights, Inc. 0.14% New 4,272 $416K
Fidelity D & D Bancorp Inc. 0.28% No change 4,270 $416K
Davidson Trust Co. 0.21% No change 4,256 $415K
Safeguard Financial, LLC 0.10% Add +42.4% 4,253 $414K
Chatham Capital Group, Inc. 0.07% Reduce -1.7% 4,245 $414K
First Commonwealth Financial Corp 0.10% Reduce -41.5% 4,226 $412K
Busey Bank 0.01% Reduce -23.9% 4,223 $411K
Regent Peak Wealth Advisors LLC 0.09% Reduce -10.5% 4,220 $411K
Wick Capital Partners, LLC 0.13% Reduce -5.1% 4,203 $409K
Jackson Creek Investment Advisors LLC 0.12% Reduce -21.1% 4,196 $409K
FineMark National Bank & Trust 0.01% Reduce -2.3% 4,189 $408K
Paces Ferry Wealth Advisors, LLC 0.23% Add +1.0% 4,160 $405K
First National Trust Co 0.02% Add +0.2% 4,157 $405K
Leeward Financial Partners, LLC 0.15% Reduce -3.3% 4,151 $404K
Perkins Coie Trust Co 0.09% No change 4,131 $402K
Orleans Capital Management Corp. 0.23% Add +2.6% 4,125 $402K
HBW Advisory Services LLC 0.06% New 4,124 $402K
Badgley Phelps Wealth Managers, LLC 0.01% Add +7.2% 4,088 $402K
SkyOak Wealth, LLC 0.09% No change 4,091 $399K
Baker Avenue Asset Management, LP 0.01% Reduce -8.7% 4,088 $398K
Marino, Stram & Associates LLC 0.09% No change 4,024 $392K
Roger Wittlin Investment Advisory, LLC 0.22% Add +1.3% 4,000 $390K
Fee-Only Financial Planning, L.C. 0.25% No change 3,986 $388K
Unionview, LLC 0.30% Add +0.5% 3,985 $388K
Kirtland Hills Capital Management, LLC 0.21% No change 3,978 $388K
UNIVEST FINANCIAL Corp 0.03% New 3,945 $384K
Sheaff Brock Investment Advisors, LLC 0.03% Add +0.2% 3,943 $384K
Mayport, LLC 0.12% Reduce -20.4% 3,943 $384K
Future Financial Wealth Managment LLC 0.27% Add +8.1% 3,934 $383K
Moloney Securities Asset Management, LLC 0.05% Reduce -1.8% 3,901 $380K
Savvy Advisors, Inc. 0.08% Reduce -29.7% 3,870 $377K
Seascape Capital Management 0.13% No change 3,862 $376K
Ameraudi Asset Management, Inc. 0.17% New 3,850 $375K
Madison Wealth Partners, Inc 0.11% New 3,848 $375K
Myecfo, LLC 0.20% New 3,837 $374K
Platform Technology Partners 0.12% Reduce -0.4% 3,830 $373K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -2.7% 3,825 $373K
Objective Capital Management, LLC 0.22% — 3,822 $372K
Windward Private Wealth Management Inc. 0.14% Reduce -6.8% 3,821 $372K
Mattern Capital Management, LLC 0.05% No change 3,815 $372K
Jefferies Financial Group Inc. 0.01% Reduce -88.8% 3,784 $369K
Jackson Thornton Wealth Management, LLC 0.05% Add +0.2% 3,773 $368K
Private Client Services, LLC 0.20% Add +1.4% 3,723 $363K
Perissos Private Wealth Management, LLC 0.29% Reduce -1.8% 3,717 $362K
Diversified Trust Co. 0.01% Add +8.8% 3,706 $361K
Meridian Investment Counsel Inc. 0.11% No change 3,698 $360K
SteelPeak Wealth, LLC 0.02% Add +0.4% 3,663 $360K
Strategic Financial Concepts, LLC 0.11% Reduce -99.2% 3,681 $359K
Cedar Mountain Advisors, LLC 0.08% Reduce -12.3% 3,673 $358K
Bristlecone Advisors, LLC 0.03% No change 3,672 $358K
Ironwood Financial, llc 0.08% Reduce -0.1% 3,671 $358K
Inspirion Wealth Advisors, LLC 0.05% Reduce -11.4% 3,657 $356K
Wealthstream Advisors, Inc. 0.06% Add +0.4% 3,655 $356K
Ballast, Inc. 0.10% No change 3,650 $356K
Forza Wealth Management, LLC 0.16% Reduce -0.0% 3,643 $355K
Affiance Financial, LLC 0.09% Reduce -19.4% 3,642 $355K
TD Capital Management LLC 0.04% Add +1.2% 3,636 $354K
Prosperity Planning, Inc. 0.16% Reduce -0.3% 3,608 $351K
Strategic Financial Partners, Ltd. 0.18% Reduce -3.3% 3,591 $350K
Charter Oak Capital Management, LLC 0.03% Add +10.5% 3,587 $349K
Olde Wealth Management, LLC 0.12% No change 3,551 $348K
Anson Capital, Inc. 0.31% Reduce -21.5% 3,569 $347K
Atwater Malick LLC 0.11% No change 3,555 $346K
Valeo Financial Advisors, LLC 0.01% Reduce -6.5% 3,554 $346K
Painted Porch Advisors LLC 0.17% Add +35280.0% 3,538 $345K
Moors & Cabot, Inc. 0.02% New 3,530 $344K
Linscomb Wealth, Inc. 0.02% Add +1.7% 3,527 $344K
Paulson Wealth Management Inc. 0.09% Reduce -1.1% 3,527 $344K
Poehling Capital Management, INC. 0.09% Add +1.2% 3,525 $343K
RiverGlades Family Offices LLC 0.25% Reduce -0.2% 3,516 $343K
Sunpointe, LLC 0.28% Reduce -12.6% 3,468 $341K
Stockman Wealth Management, Inc. 0.05% No change 3,482 $339K
Sheets Smith Wealth Management 0.04% Add +0.2% 3,476 $339K
McNamara Financial Services, Inc. 0.07% Reduce -10.6% 3,470 $338K
Gold Investment Management Ltd. 0.14% Reduce -6.6% 3,464 $337K
Moseley Investment Management Inc. 0.13% Add +5.9% 3,455 $337K
CGC Financial Services, LLC 0.13% No change 3,450 $336K
Capital City Trust Co. 0.08% New 3,449 $336K
Cassady Schiller Wealth Management, LLC 0.12% No change 3,429 $334K
IVC Wealth Advisors LLC 0.18% Add +5.7% 3,422 $333K
SpiderRock Advisors, LLC 0.01% New 3,408 $332K
Insight Advisors, LLC/ PA 0.06% Add +0.6% 3,399 $331K
Tandem Capital Management Corp. 0.17% No change 3,390 $330K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -7.4% 3,377 $329K
Vawter Financial, Ltd. 0.20% New 3,371 $328K
Financial Freedom, LLC 0.17% Reduce -1.1% 3,367 $328K
Embree Financial Group 0.06% Add +2.2% 3,360 $327K
Keystone Financial Group 0.04% New 3,352 $327K
Heritage Family Offices, LLP 0.17% Add +1.1% 3,346 $326K
Wealth Architects, LLC 0.04% Reduce -14.7% 3,345 $326K
Synergy Financial Group, LTD 0.31% Add +0.4% 3,345 $326K
Straight Path Wealth Management 0.14% New 3,332 $325K
Headinvest, LLC 0.06% Reduce -5.9% 3,332 $325K
Equita Financial Network, Inc. 0.12% Add +37.8% 3,305 $322K
Castle Rock Wealth Management, LLC 0.08% Add +2.6% 3,414 $322K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -19.9% 3,293 $321K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $320K
Duncan Williams Asset Management, LLC 0.18% New 3,281 $320K
Life Planning Partners, Inc 0.28% Add +1.1% 3,271 $319K
Iron Horse Wealth Management, LLC 0.11% Reduce -3.4% 3,234 $315K
LaSalle St. Investment Advisors, LLC 0.12% Add +4.4% 3,242 $315K
Capasso Planning Partners LLC 0.09% Add +23.9% 3,218 $314K
Beckerman Institutional, LLC 0.26% — 3,218 $313K
Sapient Capital LLC 0.01% New 3,177 $312K
Blossom Wealth Management 0.63% Add +2.6% 3,200 $312K
Horan Capital Advisors, LLC. 0.10% No change 3,198 $312K
Colony Family Offices, LLC 0.10% No change 3,159 $310K
Arrowroot Family Office, LLC 0.18% Reduce -2.9% 3,172 $309K
Cooper/Haims Advisors, LLC 0.17% Reduce -2.5% 3,163 $308K
Wellington Shields Capital Management, LLC 0.05% New 3,150 $307K
PBMares Wealth Management LLC 0.06% Reduce -31.4% 3,138 $306K
Keeler & Nadler Financial Planning & Wealth Management 0.15% Reduce -55.6% 3,131 $305K
AllSquare Wealth Management LLC 0.17% Reduce -1.4% 3,127 $305K
RDA Financial Network 0.09% No change 3,127 $305K
Sage Rhino Capital LLC 0.07% No change 3,123 $304K
Cibc World Market Inc. 0.00% New 3,124 $304K
Anchor Capital Advisors LLC 0.01% No change 3,120 $304K
Paladin Advisory Group, LLC 0.22% Reduce -6.9% 3,091 $301K
GYL Financial Synergies, LLC 0.02% No change 3,082 $300K
Tyler-Stone Wealth Management 0.06% Add +117.4% 3,076 $300K
Clark Asset Management, LLC 0.06% New 3,060 $298K
Birchcreek Wealth Management, LLC 0.19% Reduce -5.1% 3,040 $296K
Ausdal Financial Partners, Inc. 0.03% Reduce -2.2% 3,039 $296K
Bar Harbor Wealth Management 0.02% Add +3.7% 3,034 $296K
Columbia Bank 0.11% No change 3,021 $294K
FreeGulliver LLC 0.17% Reduce -9.6% 3,017 $294K
German American Bancorp, Inc. 0.03% Reduce -5.6% 3,014 $294K
Transatlantique Private Wealth LLC 0.11% New 3,000 $292K
Lincoln Capital LLC 0.06% No change 3,000 $292K
Mine & Arao Wealth Creation & Management, LLC. 0.14% Reduce -2.6% 3,000 $292K
Strengthening Families & Communities, LLC 0.07% Add +1.2% 2,996 $292K
McAdam, LLC 0.02% Reduce -9.7% 2,996 $292K
Allianz SE 0.01% No change 2,988 $291K
Morton Brown Family Wealth, LLC 0.10% Add +0.7% 2,984 $291K
Zega Financial, LLC 0.10% New 2,971 $289K
Guidance Point Advisors, LLC 0.09% Add +10.8% 2,968 $289K
Coppell Advisory Solutions LLC 0.04% Add +32.3% 2,987 $289K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.8% 2,911 $286K
Red Lighthouse Investment Management, LLC 0.11% Reduce -1.8% 2,929 $285K
PFG Advisors 0.02% Reduce -3.0% 2,927 $285K
Granite FO LLC 0.16% No change 2,924 $285K
Compass Financial Group, INC 0.06% Add +4.3% 2,922 $285K
Cranbrook Wealth Management, LLC 0.06% Reduce -0.2% 2,917 $284K
American Money Management, LLC 0.06% Reduce -5.5% 2,912 $284K
Harbour Capital Advisors, LLC 0.07% No change 3,000 $284K
Ignite Planners, LLC 0.06% Add +0.7% 2,888 $281K
Knollwood Investment Advisory, LLC 0.03% Add +4.0% 2,877 $280K
Jupiter Wealth Management LLC 0.14% No change 2,874 $280K
Hoxton Planning & Management, LLC 0.11% New 2,873 $280K
Proffitt & Goodson Inc. 0.05% No change 2,861 $279K
Davis Capital Management 0.22% Reduce -3.1% 2,853 $278K
Cascade Investment Group, Inc. 0.20% Reduce -1.8% 2,846 $277K
Aua Capital Management, LLC 0.16% No change 2,845 $277K
Ade, LLC 0.17% Add +0.1% 2,841 $277K
Forum Private Client Group LLC 0.12% Reduce -9.3% 2,840 $277K
Sprinkle Financial Consultants LLC 0.20% Add +1.3% 2,835 $276K
Alexander Randolph Advisory, Inc. 0.24% No change 2,821 $275K
Ledyard National Bank 0.03% Reduce -20.3% 2,819 $275K
Cannon Financial Strategists, Inc. 0.05% New 2,816 $274K
Brookmont Capital Management 0.14% Add +0.7% 2,801 $273K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -21.9% 2,783 $271K
Landmark Wealth Management, LLC 0.12% New 2,780 $271K
Advantage Trust Co 0.18% Add +128.1% 2,778 $271K
Fort Washington Investment Advisors Inc. 0.00% No change 2,777 $271K
Evolution Wealth Advisors, LLC 0.05% Reduce -27.9% 2,775 $270K
ETF Store, Inc. 0.28% Reduce -10.1% 2,743 $267K
Bensler, LLC 0.03% Add +0.3% 2,732 $266K
MorganRosel Wealth Management, LLC 0.09% Reduce -1.0% 2,704 $263K
Panoramic Investment Advisors, LLC 0.18% — 2,702 $263K
Edgestream Partners, L.P. 0.01% New 2,688 $262K
Stegent Equity Advisors, Inc. 0.29% New 2,681 $261K
W.H. Cornerstone Investments Inc. 0.18% Reduce -0.3% 2,676 $261K
Beacon Financial Group 0.03% No change 2,677 $261K
SMI Advisory Services, LLC 0.06% New 2,736 $260K
Center for Financial Planning, Inc. 0.04% Reduce -0.6% 2,671 $260K
Drive Wealth Management, LLC 0.07% Reduce -1.0% 2,647 $260K
Melfa Wealth Management, Inc. 0.17% Reduce -3.2% 2,653 $258K
Horst & Graben Wealth Management LLC 0.05% New 2,650 $258K
Old North State Trust, LLC 0.21% No change 2,645 $258K
BLB&B Advisors, LLC 0.01% Reduce -0.2% 2,639 $257K
Avantax Planning Partners, Inc. 0.01% Add +2.9% 2,621 $255K
LJI Wealth Management, LLC 0.05% Reduce -3.7% 2,619 $255K
Atlantic Edge Private Wealth Management, LLC 0.08% Add +3.4% 2,614 $255K
Lodestone Wealth Management LLC 0.13% Reduce -55.4% 2,610 $254K
Oceanside Advisors LLC 0.19% Reduce -8.2% 2,600 $253K
SC&H Financial Advisors, Inc. 0.06% Reduce -1.1% 2,597 $253K
Gemmer Asset Management LLC 0.03% Add +1.3% 2,583 $252K
Lokken Investment Group LLC 0.10% Reduce -0.1% 2,581 $251K
Joseph P. Lucia & Associates, LLC 0.12% New 2,580 $251K
Smith & Howard Wealth Management, LLC 0.07% No change 2,578 $251K
Griffin Asset Management, Inc. 0.03% Reduce -2.4% 2,577 $251K
Kendall Capital Management 0.08% Reduce -13.1% 2,574 $251K
Kraft Asset Management, LLC 0.20% No change 2,573 $251K
Romano Brothers and Company 0.03% No change 2,562 $250K
Trust Point Inc. 0.02% No change 2,554 $249K
Waterloo Capital, L.P. 0.03% Add +5.2% 2,552 $249K
Covestor Ltd 0.15% Reduce -4.0% 2,534 $247K
Plum Street Advisors, LLC 0.13% New 2,534 $247K
Asset Dedication, LLC 0.02% Reduce -11.4% 2,522 $246K
Common Fund for Nonprofit Organizations 0.03% New 2,518 $245K
Pasadena Private Wealth, LLC 0.05% Reduce -16.0% 2,517 $245K
QRG Capital Management, Inc. 0.00% New 2,504 $244K
Aspen Grove Capital, LLC 0.05% No change 2,480 $244K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 2,500 $244K
Courier Capital LLC 0.02% No change 2,500 $244K
Aspire Capital Advisors LLC 0.07% New 2,498 $243K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 2,570 $242K
St Germain D J Co. Inc. 0.01% Add +0.5% 2,479 $242K
HBC Financial Services, PLLC 0.15% Reduce -2.5% 2,525 $241K
Aviso Wealth Management 0.13% No change 2,461 $240K
RBA Wealth Management, LLC 0.09% Add +2.2% 2,460 $240K
Citizens National Bank Trust Department 0.05% No change 2,460 $240K
Orin Green Financial, LLC 0.10% Reduce -2.8% 2,459 $240K
Perennial Investment Advisors, LLC 0.03% Add +0.5% 2,459 $239K
First County Bank 0.12% New 2,457 $239K
Lowe Wealth Advisors, LLC 0.10% Reduce -3.9% 2,452 $239K
Capital Advisors Inc. 0.00% Reduce -6.1% 2,440 $238K
Westmount Partners, LLC 0.07% New 2,425 $236K
Valley National Advisers Inc. 0.04% No change 2,423 $236K
Van Hulzen Asset Management, LLC 0.02% New 2,420 $236K
Brickley Wealth Management 0.05% New 2,412 $235K
Prosperity Consulting Group, LLC 0.02% Reduce -25.9% 2,409 $235K
Patten & Patten Inc. 0.02% New 2,407 $234K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -26.7% 2,393 $233K
Chesley Taft & Associates LLC 0.01% No change 2,393 $233K
Sargent Investment Group, LLC 0.04% New 2,384 $232K
D.B. Root & Company, LLC 0.08% New 2,356 $230K
SevenBridge Financial Group, LLC 0.04% No change 2,383 $227K
Abacus Wealth Partners, LLC 0.03% Reduce -15.3% 2,331 $227K
Greenspring Advisors, LLC 0.05% New 2,331 $227K
Outlook Wealth Advisors, LLC 0.07% New 2,324 $226K
Lee Danner & Bass Inc. 0.02% New 2,316 $226K
Armstrong Advisory Group, Inc. 0.02% Reduce -0.5% 2,312 $225K
Discipline Wealth Solutions, LLC 0.12% Reduce -21.1% 2,309 $225K
Bank of Nova Scotia 0.00% New 2,305 $225K
Revisor Wealth Management LLC 0.14% New 2,304 $224K
Parallax Volatility Advisers, L.P. 0.01% Add +109.9% 2,303 $224K
Capital Advisors, Ltd. LLC 0.03% Reduce -48.2% 2,304 $224K
Aveo Capital Partners, LLC 0.02% Reduce -5.0% 2,297 $224K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +25.6% 2,297 $224K
SigFig Wealth Management, LLC 0.01% New 2,454 $223K
Carmel Capital Partners, LLC 0.09% New 2,288 $223K
Oak Asset Management, LLC 0.08% New 2,283 $222K
Old Port Advisors 0.06% New 2,283 $222K
Fairman Group, LLC 0.20% Add +1.0% 2,261 $222K
Sound View Wealth Advisors Group, LLC 0.02% New 2,272 $221K
Vestia Personal Wealth Advisors 0.21% Reduce -11.5% 2,264 $221K
Essential Planning, LLC. 0.09% New 2,258 $220K
Watershed Private Wealth LLC 0.09% New 2,237 $218K
FSM Wealth Advisors, LLC 0.06% New 2,236 $218K
Citizens & Northern Corp. 0.07% New 2,233 $218K
Realta Investment Advisors 0.10% Reduce -32.3% 2,274 $217K
MGB Wealth Management, LLC 0.08% Add +9.9% 2,225 $217K
Dopkins Wealth Management, LLC 0.17% New 2,224 $217K
Von Berge Wealth Management Group, LLC 0.13% New 2,311 $216K
Cowa, LLC 0.10% Reduce -27.8% 2,210 $215K
Allegheny Financial Group 0.05% New 2,209 $215K
Meridian Management Co. 0.05% New 2,205 $215K
Bath Savings Trust Co 0.02% Reduce -17.8% 2,205 $215K
StoneX Group Inc. 0.02% New 2,178 $214K
Capital Investment Counsel, LLC 0.04% Reduce -29.4% 2,178 $212K
Scotia Capital Inc. 0.00% New 2,176 $212K
Harbour Trust & Investment Management Co 0.02% Reduce -10.3% 2,168 $211K
Opal Wealth Advisors, LLC 0.07% Add +1.3% 2,167 $211K
Greenline Partners, LLC 0.03% New 2,166 $211K
Quad-Cities Investment Group, LLC 0.11% New 2,163 $211K
Element Wealth, LLC 0.11% Reduce -0.3% 2,163 $211K
Prepared Retirement Institute LLC 0.13% New 2,147 $209K
Summit Trail Advisors, LLC 0.01% New 2,117 $208K
Detalus Advisors, LLC 0.07% New 2,134 $208K
Obermeyer Wealth Partners 0.01% New 2,133 $208K
Chevy Chase Trust Holdings, LLC 0.00% New 2,122 $207K
Cidel Asset Management Inc. 0.01% New 2,112 $206K
PAX Financial Group, LLC 0.04% Reduce -14.9% 2,111 $206K
Spreng Capital Management, Inc. 0.10% Reduce -37.2% 2,110 $206K
Chicago Wealth Management, Inc. 0.11% New 2,105 $205K
Transcend Capital Advisors, LLC 0.01% New 2,102 $205K
American State Bank (Iowa) 0.12% Reduce -12.5% 2,102 $205K
Marshall Wace, LLP 0.00% New 2,100 $205K
Capital Square, LLC 0.12% New 2,094 $204K
ZynergyRetirementPlanningLLC 0.14% No change 2,085 $203K
LS Investment Advisors, LLC 0.03% New 2,075 $202K
Revolve Wealth Partners, LLC 0.03% New 2,067 $201K
Dynamic Wealth Strategies, LLC 0.16% No change 2,068 $201K
SFG Wealth Management, LLC. 0.11% New 2,062 $201K
OmniStar Financial Group, Inc. 0.15% Reduce -87.8% 2,051 $201K
Gray Wealth Management Inc. 0.08% New 2,058 $200K
Fernwood Investment Management, LLC 0.07% New 2,058 $200K
Lauterbach Financial Advisors, LLC 0.12% New 2,057 $200K
SouthState Bank Corp 0.01% Reduce -1.0% 2,049 $200K
Moser Wealth Advisors, LLC 0.10% No change 2,000 $195K
Ballast Advisors LLC 0.06% Reduce -7.6% 1,916 $187K
Icon Wealth Advisors, LLC 0.02% No change 1,905 $186K
Archer Investment Corp 0.05% Add +0.1% 1,904 $185K
Macroview Investment Management LLC 0.18% Reduce -16.0% 1,890 $184K
AlphaCentric Advisors LLC 0.14% Reduce -1.6% 1,884 $184K
Valued Wealth Advisors LLC 0.12% Add +0.6% 1,852 $181K
Alaska Wealth Advisors, LLC 0.03% Add +0.2% 1,847 $180K
Salomon & Ludwin, LLC 0.02% No change 1,847 $180K
Hilltop National Bank 0.05% Reduce -2.1% 1,828 $178K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -11.0% 1,826 $177K
Glassman Wealth Services 0.03% Reduce -34.0% 1,816 $177K
Creative Financial Designs Inc. 0.01% Add +22.1% 1,621 $158K
Deutsche Bank AG 0.00% No change 1,605 $156K
MCF Advisors LLC 0.01% No change 1,588 $155K
Oakworth Capital, Inc. 0.01% No change 1,534 $149K
Pingora Partners LLC 0.10% No change 1,500 $146K
SJS Investment Consulting Inc. 0.03% Reduce -30.9% 1,467 $143K
Resources Management Corp. /CT/ 0.02% Reduce -5.0% 1,434 $140K
Bare Financial Services, Inc 0.06% No change 1,434 $140K
Cape Investment Advisory, Inc. 0.06% No change 1,414 $138K
Hanson & Doremus Investment Management 0.02% Add +1.3% 1,393 $136K
Signaturefd, LLC 0.00% Add +47.0% 1,395 $136K
Friedenthal Financial 0.08% Add +1042.7% 1,337 $130K
Northwest Bank & Trust Co 0.10% Add +17.9% 1,330 $130K
Morling Financial Advisors, LLC 0.05% Add +15.3% 1,324 $129K
Marquette Asset Management, LLC 0.02% New 1,300 $127K
Tsfg, LLC 0.03% Reduce -0.9% 1,297 $126K
Annapolis Financial Services, LLC 0.04% Add +0.1% 1,280 $125K
Urban Financial Advisory Corp 0.07% New 1,266 $123K
Standard Family Office LLC 0.15% No change 1,232 $120K
City State Bank 0.04% Add +25.0% 1,231 $120K
Pacifica Partners Inc. 0.05% No change 1,149 $112K
Atwood & Palmer Inc. 0.01% No change 1,112 $108K
Toth Financial Advisory Corp. 0.01% No change 1,110 $108K
Park Place Capital Corp 0.03% Add +624.3% 1,101 $107K
Union Savings Bank 0.05% No change 1,100 $107K
Armor Investment Advisors, LLC 0.04% No change 1,087 $106K
Aspect Partners, LLC 0.06% Add +0.6% 1,080 $105K
Knights of Columbus Asset Advisors LLC 0.01% Add +62.8% 1,079 $105K
Bellevue Asset Management, LLC 0.05% No change 1,066 $104K
Garland Capital Management Inc. 0.08% No change 1,049 $102K
Rosenberg Matthew Hamilton 0.03% Reduce -8.4% 1,030 $100K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,000 $97K
Elgethun Capital Management 0.02% Add +0.4% 968 $94K
Russell Investments Group, Ltd. 0.00% Add +474.4% 942 $92K
Capital Investment Advisory Services, LLC 0.01% Add +16.3% 933 $91K
Caitlin John, LLC 0.06% New 938 $89K
Washington Trust Advisors, Inc. 0.01% No change 903 $88K
ESL Trust Services, LLC 0.02% Add +21.5% 888 $87K
Jackson Hole Capital Partners, LLC 0.02% Add +0.3% 880 $86K
Integrity Financial Corp 0.05% Reduce -8.2% 866 $84K
Northwest Financial Advisors 0.07% New 855 $83K
Frazier Financial Advisors, LLC 0.06% Add +1.1% 808 $79K
Family Asset Management, LLC 0.05% Reduce -50.1% 807 $79K
Fortitude Family Office, LLC 0.03% Add +1.3% 800 $78K
AlphaMark Advisors, LLC 0.03% No change 785 $76K
Howe & Rusling Inc. 0.01% Reduce -12.3% 755 $74K
AdvisorNet Financial, Inc 0.01% Reduce -25.9% 744 $73K
Beacon Capital Management, LLC 0.01% Add +66.2% 733 $71K
CNB Bank 0.03% Add +5.8% 733 $71K
Bogart Wealth, LLC 0.00% Add +0.3% 726 $71K
GAMMA Investing LLC 0.01% Add +236.5% 710 $69K
Clearstead Trust, LLC 0.02% Reduce -22.4% 692 $67K
Sittner & Nelson, LLC 0.03% Add +1.2% 674 $66K
Kings Path Partners LLC 0.03% No change 672 $65K
EPG Wealth Management LLC 0.02% Add +0.0% 668 $65K
FSA Wealth Management LLC 0.03% — 668 $65K
Foster Dykema Cabot & Partners, LLC 0.01% Add +228.8% 651 $64K
Boyd Watterson Asset Management LLC 0.02% No change 634 $62K
Albion Financial Group 0.00% No change 627 $61K
Federation des caisses Desjardins du Quebec 0.00% Add +23.0% 615 $60K
Costello Asset Management, INC 0.04% New 600 $58K
Main Street Group, LTD 0.03% No change 600 $58K
Oarsman Capital, Inc. 0.01% New 598 $58K
FinTrust Capital Advisors, LLC 0.01% No change 585 $57K
Chesapeake Asset Management LLC 0.05% Add +228.3% 581 $57K
Legacy Investment Solutions, LLC 0.03% — 596 $56K
Legacy Wealth Managment, LLC 0.03% — 596 $56K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $56K
Sugarloaf Wealth Management, LLC 0.01% Add +1.3% 565 $55K
Advisors Preferred, LLC 0.01% New 569 $55K
Princeton Global Asset Management LLC 0.01% Add +0.5% 561 $55K
Richard W. Paul & Associates, LLC 0.02% Add +0.2% 555 $54K
Fourpath Capital Management, LLC 0.01% New 553 $54K
Rice Partnership, LLC 0.01% No change 551 $54K
1620 Investment Advisors, Inc. 0.04% Add +0.9% 549 $53K
Cullen/Frost Bankers, Inc. 0.00% Add +88.2% 542 $53K
Tidemark, LLC 0.02% Add +0.4% 512 $50K
Founders Financial Alliance, LLC 0.01% Add +0.2% 504 $49K
Teachers Insurance & Annuity Association of America 0.07% — 504 $49K
Stephens Consulting, LLC 0.01% Reduce -15.3% 504 $49K
Eagle Bay Advisors LLC 0.02% New 496 $49K
Aptus Capital Advisors, LLC 0.00% Reduce -10.7% 491 $48K
LGT Financial Advisors LLC 0.11% Reduce -91.4% 465 $45K
Wintrust Investments LLC 0.03% Reduce -91.0% 463 $45K
Creekmur Asset Management LLC 0.01% Add +1.1% 458 $45K
Cetera Trust Company, N.A 0.03% No change 450 $44K
Guardian Wealth Advisors, LLC / NC 0.00% No change 447 $44K
Baldwin Wealth Partners LLC 0.00% No change 444 $43K
GHP Investment Advisors, Inc. 0.00% No change 439 $43K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +0.7% 431 $42K
Planning Capital Management Corp 0.03% Add +0.2% 414 $40K
Rise Advisors, LLC 0.02% Add +1.0% 408 $40K
Founders Capital Management 0.02% No change 400 $39K
Voisard Asset Management Group, Inc. 0.02% No change 400 $39K
Kathleen S. Wright Associates Inc. 0.02% Reduce -61.2% 400 $39K
Addison Advisors LLC 0.01% No change 387 $38K
Claris Advisors, LLC / Mo / 0.02% New 374 $36K
Smartleaf Asset Management LLC 0.00% Reduce -23.7% 370 $36K
Castleview Partners, LLC 0.02% Add +1.9% 367 $36K
JNBA Financial Advisors 0.00% Reduce -7.4% 364 $35K
Caldwell Sutter Capital, Inc. 0.02% Add +5.2% 362 $35K
Operose Advisors LLC 0.01% No change 361 $35K
Pflug Koory, LLC 0.00% — 357 $35K
Missouri Trust & Investment Co 0.01% Reduce -40.7% 355 $35K
VitalStone Financial, LLC 0.02% Add +6.3% 353 $34K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -48.8% 348 $34K
GeoWealth Management, LLC 0.00% Reduce -8.4% 339 $33K
Joseph Group Capital Management 0.01% Reduce -1.5% 333 $32K
West Branch Capital LLC 0.01% No change 330 $32K
Private Capital Management LLC 0.01% No change 327 $32K
Lindbrook Capital, LLC 0.00% Reduce -17.3% 320 $31K
Pathway Financial Advisers, LLC 0.01% No change 320 $31K
Sunbelt Securities, Inc. 0.00% Add +1.6% 315 $31K
Colonial Trust Advisors 0.00% No change 312 $30K
Adirondack Trust Co. 0.01% No change 300 $29K
Pineridge Advisors LLC 0.01% Add +20.5% 300 $29K
GW&K Investment Management, LLC 0.00% No change 300 $29K
Cornerstone Planning Group LLC 0.01% Add +0.3% 294 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -48.6% 274 $27K
Balentine LLC 0.00% No change 272 $26K
Sterling Capital Management LLC 0.00% — 272 $26K
Gen-Wealth Partners Inc 0.01% New 275 $26K
Eastern Bank 0.00% New 270 $26K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.4% 258 $25K
TruNorth Capital Management, LLC 0.01% No change 255 $25K
PSI Advisors, LLC 0.01% No change 255 $25K
Sage Mountain Advisors LLC 0.00% Reduce -48.4% 245 $24K
Evermay Wealth Management LLC 0.00% No change 243 $24K
GPS Wealth Strategies Group, LLC 0.00% Add +198.8% 242 $24K
Brown, Lisle/Cummings, Inc. 0.01% No change 234 $23K
Aspire Private Capital, LLC 0.01% No change 234 $23K
Eukles Asset Management 0.01% Reduce -40.5% 228 $22K
SOA Wealth Advisors, LLC. 0.00% No change 227 $22K
Laurel Wealth Advisors LLC 0.00% Reduce -47.5% 223 $22K
Optimum Investment Advisors 0.01% No change 220 $21K
Van Den Berg Management I, Inc. 0.01% No change 220 $21K
MTM Investment Management, LLC 0.01% No change 225 $21K
Syntrinsic LLC 0.01% Add +58.1% 215 $21K
ORG Partners LLC 0.00% Reduce -31.8% 208 $20K
Plante Moran Financial Advisors, LLC 0.00% Add +4.0% 209 $20K
Islay Capital Management, LLC 0.01% No change 208 $20K
Legacy Bridge, LLC 0.01% No change 204 $20K
Solstein Capital, LLC 0.01% No change 200 $19K
Dakota Community Bank & Trust NA 0.10% No change 199 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 199 $19K
First Pacific Financial 0.00% Add +251.8% 190 $19K
FWL Investment Management, LLC 0.01% New 188 $18K
Ulland Investment Advisors, LLC 0.01% No change 170 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $17K
Arlington Trust Co LLC 0.00% No change 171 $17K
Fortis Group Advisors, LLC 0.00% No change 167 $16K
Hantz Financial Services, Inc. 0.00% New 150 $15K
Arvest Investments, Inc. 0.00% No change 151 $15K
Dagco, Inc. 0.01% No change 150 $15K
Global Wealth Strategies & Associates 0.00% Reduce -3.9% 150 $15K
Coastline Trust Co 0.00% New 150 $15K
Financial Gravity Companies, Inc. 0.00% — 147 $14K
Sound Financial Strategies Group, LLC 0.01% No change 136 $13K
SRH Advisors, LLC 0.00% No change 134 $13K
EnRich Financial Partners LLC 0.00% New 133 $13K
WR Wealth Planners, LLC 0.00% No change 130 $13K
Capital Investment Counsel, Inc 0.00% No change 130 $13K
Bollard Group LLC 0.00% Add +1.7% 119 $12K
Delta Asset Management LLC 0.00% Add +0.8% 122 $12K
Abich Financial Wealth Management LLC 0.03% Reduce -86.2% 120 $12K
Global Financial Private Client, LLC 0.00% No change 119 $12K
Northwest Capital Management Inc 0.00% No change 117 $11K
CarsonAllaria Wealth Management, Ltd. 0.01% New 117 $11K
Cedar Wealth Management, LLC 0.00% New 114 $11K
Christopher J. Hasenberg, Inc 0.00% Add +216.2% 117 $11K
Aspire Wealth Management Corp 0.01% Add +0.9% 106 $10K
Atlas Capital Advisors Inc. 0.00% Reduce -81.1% 104 $10K
Northwest Investment Counselors, LLC 0.00% New 95 $9K
Register Financial Advisors LLC 0.00% No change 93 $9K
Kiely Wealth Advisory Group, Inc. 0.01% No change 92 $9K
Washington Growth Strategies LLC 0.31% — 784 $8K
Tower View Wealth Management LLC 0.00% No change 81 $8K
Pin Oak Investment Advisors Inc. 0.01% Reduce -57.1% 76 $7K
Signature Resources Capital Management, LLC 0.00% Reduce -47.6% 55 $5K
Ridgewood Investments LLC 0.00% Reduce -95.2% 53 $5K
Robinswood Financial LLC 0.00% Add +2.0% 52 $5K
Concord Wealth Partners 0.00% No change 50 $5K
IAG Wealth Partners, LLC 0.00% No change 49 $5K
Versant Capital Management, Inc 0.00% No change 49 $5K
GoalVest Advisory LLC 0.00% No change 44 $4K
GS Investments, Inc. 0.00% No change 43 $4K
Brown Brothers Harriman & Co. 0.00% New 35 $3K
MeadowBrook Investment Advisors LLC 0.00% Reduce -85.3% 33 $3K
Investors Research Corp 0.00% Reduce -93.0% 31 $3K
Heck Capital Advisors, LLC 0.00% No change 31 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Coston, McIsaac & Partners 0.00% Add +2.9% 36 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 30 $3K
Highline Wealth Partners LLC 0.00% New 29 $3K
Providence Capital Advisors, LLC 0.00% No change 28 $3K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -86.3% 23 $2K
REAP Financial Group, LLC 0.00% Reduce -4.5% 21 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 20 $2K
Cordgrass Capital Advisors, LLC 0.00% Reduce -84.8% 18 $2K
Allianz Asset Management GmbH 0.00% Add +20.0% 18 $2K
Trivant Custom Portfolio Group, LLC 0.00% New 15 $1K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Gould Capital, LLC 0.00% No change 11 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
PrairieView Partners, LLC 0.00% New 15 $1K
Activest Wealth Management 0.00% No change 7 $688
Darwin Wealth Management, LLC 0.00% New 2 $195
West Oak Capital, LLC 0.00% No change 1 $100
Strategic Investment Solutions, Inc. 0.00% Reduce -98.5% 1 $67

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