Vanguard Real Estate ETFVNQETF

13F holders, Q4 2024 (December 31)
1,738holders +78
92new positions
118sold out
7famous investors
$88.68avg. 13F price*

At the end of Q4 2024, 1,738 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 78 from Q3 2024. 92 opened new positions and 118 sold out. The largest holders were Creative Planning ($1.3B), Morgan Stanley ($1.1B) and Empower Advisory Group, LLC ($1.1B). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions92$429.4M
Exits118$508.3M

All 13F filers, Q3 2024 → Q4 2024: 15,012,070 shares bought and 21,510,080 shares sold, net −6,498,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,738 holders

Creative Planning 1.29% Reduce -7.8% 14,891,985 $1.3B
Morgan Stanley 0.08% Add +0.6% 12,373,632 $1.1B
Empower Advisory Group, LLC 3.54% Add +3.2% 11,793,797 $1.1B
Bank of America Corp. 0.08% Reduce -9.4% 10,288,071 $916.5M
JPMorgan Chase & Co. 0.07% Reduce -3.8% 9,596,796 $854.9M
Northwestern Mutual Wealth Management Co. 0.68% Add +6.4% 9,050,612 $806.2M
Wealthfront Advisers LLC 2.22% Add +5.3% 8,535,038 $760.3M
US Bancorp \de 0.66% Add +11.5% 5,665,065 $504.6M
Wells Fargo & Company 0.10% Add +5.1% 4,654,494 $414.6M
State of New Jersey Common Pension Fund D 1.65% No change 4,585,487 $408.5M
Prudential Financial Inc. 0.51% Reduce -5.0% 4,160,901 $370.7M
Goldman Sachs Group Inc. 0.06% Reduce -40.3% 3,517,899 $313.4M
Caisse de depot et placement du Quebec 0.62% New 3,358,900 $299.2M
Financial Engines Advisors L.L.C. 0.63% Reduce -1.6% 3,347,662 $298.2M
Envestnet Asset Management Inc. 0.08% Reduce -5.7% 2,699,600 $240.5M
Bank of New York Mellon Corp 0.04% Add +3.6% 2,270,349 $202.2M
Mariner, LLC 0.29% Reduce -0.1% 1,905,778 $169.8M
UBS Group AG 0.04% Add +18.6% 1,897,044 $169.0M
Pure Financial Advisors, LLC 3.56% Add +6.0% 1,759,601 $156.7M
Fifth Third Bancorp 0.56% Reduce -3.1% 1,739,438 $154.9M
Beacon Capital Management, Inc. 6.42% Reduce -2.5% 1,663,502 $148.2M
LPL Financial LLC 0.06% Add +7.7% 1,649,466 $146.9M
Manufacturers Life Insurance Company, The 0.11% Reduce -9.8% 1,425,091 $126.9M
Raymond James Financial Inc. 0.05% — 1,393,858 $124.2M
State of Tennessee, Department of Treasury 0.45% Reduce -40.2% 1,391,952 $124.0M
Royal Bank of Canada 0.03% Reduce -47.5% 1,355,498 $120.7M
PNC Financial Services Group, Inc. 0.08% Reduce -4.0% 1,289,388 $114.9M
Vista Capital Partners, Inc. 12.90% Add +3.0% 1,244,457 $110.9M
Gibson Capital, LLC 21.94% Reduce -1.3% 1,204,184 $107.3M
Cetera Investment Advisers 0.22% Reduce -1.2% 1,198,319 $106.7M
Ballentine Partners, LLC 1.83% Add +3.5% 1,196,218 $106.6M
Millburn Ridgefield LLC 2.60% Add +18.8% 1,166,146 $103.9M
Catalyst Capital Advisors LLC 2.21% Add +18.8% 1,166,146 $103.9M
Corient Private Wealth LP 0.17% Add +15.5% 1,139,659 $101.0M
Vanderbilt University 19.61% Add +1.0% 1,123,130 $100.0M
Ameriprise Financial Inc. 0.02% Reduce -0.7% 979,815 $87.3M
D. E. Shaw & Co. 0.10% Add +42.5% 901,700 $80.3M
United Capital Financial Advisors, LLC 0.67% Reduce -1.5% 894,569 $79.7M
Glenmede Trust Co. NA 0.41% Reduce -4.7% 894,475 $79.7M
Rebalance, LLC 5.89% Reduce -4.6% 884,507 $78.8M
Cerity Partners LLC 0.17% Reduce -0.2% 861,469 $76.8M
Healthcare of Ontario Pension Plan Trust Fund 0.16% Reduce -60.5% 850,000 $75.7M
Sand Hill Global Advisors, LLC 3.15% Add +1.6% 836,245 $74.5M
Avantax Advisory Services, Inc. 0.47% Add +2.1% 834,703 $74.4M
Seven Post Investment Office LP 27.60% Add +1.2% 809,447 $72.1M
Assetmark, Inc. 0.19% Add +0.1% 793,112 $70.7M
HighTower Advisors, LLC 0.10% Reduce -0.7% 790,563 $70.4M
Pathstone Holdings, LLC 0.30% Add +20.3% 763,932 $68.1M
Osaic Holdings, Inc. 0.15% Add +1.6% 751,441 $67.0M
Citadel Advisors 0.06% Add +7748.0% 739,207 $65.8M
Commonwealth Equity Services, LLC 0.09% Reduce -1.8% 728,590 $64.9M
LifeGuide Financial Advisors, LLC 25.40% Add +1.0% 664,726 $59.2M
Stifel Financial Corp. 0.06% Add +1.0% 645,322 $57.5M
Susquehanna International Group, LLP 0.08% Add +452.4% 618,875 $55.1M
Financial Counselors Inc. 0.80% Add +4.5% 617,581 $55.0M
1832 Asset Management L.P. 0.10% Add +5.5% 599,454 $53.4M
BNP Paribas Financial Markets 0.04% Reduce -40.3% 582,710 $51.9M
Victory Capital Management Inc. 0.05% Reduce -40.1% 554,118 $49.4M
First Command Advisory Services, Inc. 0.46% Add +2.6% 542,786 $48.4M
Citizens Financial Group Inc. 0.94% Reduce -2.1% 540,851 $48.2M
Sumitomo Life Insurance Co. 0.88% Add +168.6% 524,956 $46.8M
Passive Capital Management, LLC. 16.06% Add +0.9% 512,388 $45.6M
Efficient Advisors, LLC 2.88% Add +0.5% 501,257 $44.7M
Rockefeller Capital Management L.P. 0.11% Add +1.1% 479,365 $42.7M
Moneta Group Investment Advisors LLC 0.59% Reduce -2.1% 474,857 $42.3M
First Financial Bankshares Inc 0.91% Add +0.7% 471,699 $42.0M
Exchange Traded Concepts, LLC 0.81% Add +685.7% 445,162 $39.7M
Peapack Gladstone Financial Corp. 0.57% Add +7.1% 438,793 $39.1M
M&T Bank Corp 0.12% Reduce -0.3% 417,390 $37.2M
Quadrature Capital Ltd 0.73% New 407,820 $36.3M
Osborne Partners Capital Management, LLC 2.07% Add +0.5% 400,765 $35.7M
Capital Investment Advisors, LLC 0.72% Add +12.1% 395,850 $35.3M
Prime Capital Investment Advisors, LLC 0.50% Reduce -2.6% 387,304 $34.5M
Atria Wealth Solutions, Inc. 0.37% Add +39.0% 378,468 $33.7M
Chandler Asset Management, Inc. 6.36% Add +0.6% 373,858 $33.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.90% Reduce -4.5% 371,960 $33.1M
Principal Financial Group Inc. 0.02% Reduce -46.6% 365,851 $32.6M
Garde Capital, Inc. 2.06% Reduce -0.3% 351,251 $31.3M
Focus Partners Wealth 0.08% Add +20.2% 345,252 $30.8M
Baird Financial Group, Inc. 0.06% Add +19.4% 343,058 $30.6M
Wealth Enhancement Advisory Services, LLC 0.06% Add +0.7% 341,756 $30.4M
Kwmg, LLC 3.12% Add +0.1% 339,870 $30.3M
SCS Capital Management LLC 0.62% Reduce -0.8% 338,360 $30.1M
Disciplina Capital Management LLC 5.07% Add +4.0% 337,848 $30.1M
Comprehensive Financial Management LLC 0.81% No change 328,338 $29.2M
Glenview Trust Co 0.54% Add +24.2% 321,652 $28.7M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -1.4% 308,234 $27.5M
Evergreen Capital Management LLC 0.88% Reduce -1.9% 304,281 $27.1M
Falcon Wealth Planning 3.01% Add +4.8% 302,891 $27.0M
Cohen & Steers, Inc. 0.05% Add +1630.3% 298,535 $26.6M
Carlson Capital Management 1.16% Add +8.0% 297,951 $26.5M
Becker Capital Management Inc. 0.83% Add +8.2% 283,762 $25.3M
Pacific Life Fund Advisors LLC 2.61% Add +3.9% 282,219 $25.1M
MassMutual Private Wealth & Trust, FSB 0.70% Add +8.4% 280,020 $24.9M
Rockwood Wealth Management, LLC 2.69% Reduce -3.5% 282,426 $24.9M
Mercer Global Advisors Inc. 0.06% Add +294.9% 272,176 $24.2M
Virtu Financial LLC 1.28% Add +14.6% 271,852 $24.2M
Wealthspire Advisors, LLC 0.24% Add +8.0% 269,037 $24.0M
Pacific Capital Wealth Advisors, Inc. 3.99% Add +15.7% 267,986 $23.9M
HHM Wealth Advisors, LLC 3.22% Add +3.5% 265,615 $23.7M
Captrust Financial Advisors 0.07% Reduce -1.7% 260,779 $23.2M
Conservest Capital Advisors, Inc. 2.40% Reduce -8.4% 260,538 $23.2M
Foster & Motley Inc. 1.50% Reduce -4.6% 259,596 $23.1M
Whelan Financial 8.86% Add +0.7% 252,989 $22.5M
Omega Financial Group, LLC 8.43% Add +6.9% 250,005 $22.3M
Community Trust & Investment Co. 1.37% Add +3.2% 248,858 $22.2M
Hudson Bay Capital Management LP 0.16% Add +88.5% 245,000 $21.8M
State Street Corp. 0.00% Add +9.1% 239,684 $21.4M
PGIM Custom Harvest LLC 0.42% Add +24.0% 239,556 $21.3M
JMG Financial Group, Ltd. 0.70% Reduce -2.3% 229,208 $20.4M
McIlrath & Eck, LLC 2.60% Add +3.8% 228,591 $20.4M
Cypress Financial Planning LLC 7.45% Add +5.9% 227,828 $20.3M
Kohmann Bosshard Financial Services, LLC 2.41% Add +5.8% 225,884 $20.1M
Tanglewood Wealth Management, Inc. 2.31% Add +48.6% 224,820 $20.0M
Maryland State Retirement & Pension System 0.41% No change 214,500 $19.1M
Sachem Hill LLC 3.99% Add +1.0% 214,489 $19.1M
FMR LLC 0.00% Add +125.4% 210,657 $18.8M
Patriot Investment Management Group, Inc. 1.40% Add +0.4% 210,526 $18.8M
Fairfield University 9.79% Add +1.0% 205,407 $18.3M
Austin Asset Management Co Inc 3.78% Add +8.3% 203,806 $18.2M
Truist Financial Corp. 0.03% Reduce -1.0% 202,270 $18.0M
Comerica Bank 0.07% Add +9.8% 202,108 $18.0M
Rodgers & Associates, LTD 2.11% Add +9.4% 198,834 $17.7M
Valmark Advisers, Inc. 0.27% Add +12.7% 194,410 $17.3M
Neuberger Berman Group LLC 0.01% Add +23.3% 192,064 $17.1M
Moller Wealth Partners 4.50% Reduce -0.5% 192,027 $17.1M
Roble, Belko & Company, Inc 2.71% Add +13.2% 191,374 $17.0M
B & T Capital Management DBA Alpha Capital Management 3.09% Add +1.4% 188,943 $16.8M
Tiaa Trust, National Association 0.05% Reduce -14.3% 188,634 $16.8M
DecisionPoint Financial, LLC 5.13% Add +4.4% 188,435 $16.8M
MAI Capital Management 0.13% Add +82.9% 188,305 $16.8M
Presilium Private Wealth, LLC 3.85% Add +7.4% 187,894 $16.7M
Blair William & Co. 0.05% Reduce -1.8% 187,640 $16.7M
CreativeOne Wealth, LLC 0.51% Reduce -1.6% 185,538 $16.5M
Wealthcare Advisory Partners LLC 0.45% Reduce -4.4% 182,760 $16.3M
TCV Trust & Wealth Management, Inc. 1.48% Add +0.5% 179,441 $16.0M
Altfest L J & Co. Inc. 2.04% Add +1.6% 179,319 $16.0M
SWAN Capital LLC 7.75% Add +12.7% 178,231 $15.9M
Pacific Center for Financial Services 4.03% Add +2.5% 175,617 $15.6M
Define Financial, LLC 11.63% — 172,963 $15.4M
Tectonic Advisors LLC 1.01% Add +2.1% 172,904 $15.4M
Commerce Bank 0.09% Reduce -3.9% 169,561 $15.1M
Awm Capital, LLC 1.82% Reduce -4.5% 167,463 $14.9M
Alliancebernstein L.P. 0.00% Add +1.8% 163,210 $14.5M
TrueWealth Financial Partners 8.96% Add +0.7% 162,140 $14.4M
Sage Financial Group Inc. 1.16% Add +22.0% 162,018 $14.4M
Firestone Capital Management 3.58% Reduce -1.9% 161,756 $14.4M
Enterprise Bank & Trust Co 4.74% Add +5.2% 161,716 $14.4M
Focus Partners Advisor Solutions, LLC 0.24% Add +112.6% 161,122 $14.4M
Brown Advisory Inc. 0.02% Add +25.3% 160,435 $14.3M
Lake Street Advisors Group, LLC 0.66% Reduce -21.5% 160,015 $14.3M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -79.9% 159,819 $14.2M
Greenwood Gearhart LLC 0.96% Add +5.0% 155,824 $13.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -21.1% 155,758 $13.9M
Bailard, Inc. 0.35% Add +0.0% 153,335 $13.7M
Hurlow Wealth Management Group, Inc. 4.24% Add +2.5% 152,367 $13.6M
Cambridge Capital Management, LLC 8.68% Add +3.4% 152,065 $13.5M
Squarepoint Ops LLC 0.04% New 152,042 $13.5M
Nwam LLC 0.83% Reduce -0.3% 151,369 $13.5M
Ashton Thomas Private Wealth, LLC 0.52% Add +7.0% 150,968 $13.4M
RTD Financial Advisors, Inc. 1.71% Reduce -52.8% 149,476 $13.3M
Partners in Financial Planning 2.69% Reduce -3.9% 147,789 $13.2M
Gould Asset Management LLC 2.75% Add +7.7% 146,856 $13.1M
Ameritas Investment Partners, Inc. 0.42% Reduce -0.6% 145,972 $13.0M
Lido Advisors, LLC 0.08% Add +6.1% 145,742 $13.0M
Bluestem Financial Advisors, LLC 6.06% Add +0.8% 144,611 $12.9M
Johnson Financial Group, Inc. 0.60% Reduce -2.2% 141,269 $12.8M
Elm Partners Management LLC 0.87% Reduce -50.7% 143,362 $12.8M
Old Second National Bank of Aurora 2.90% Add +0.1% 142,957 $12.7M
Avion Wealth 3.20% Reduce -14.9% 139,869 $12.5M
LRI Investments, LLC 1.18% Add +0.3% 139,513 $12.4M
Fort Henry Capital, LLC 8.81% Reduce -3.0% 138,294 $12.3M
GTS Securities LLC 0.60% New 137,994 $12.3M
Bank of Montreal 0.01% Reduce -10.0% 137,370 $12.2M
Associated Banc-Corp 0.37% Reduce -4.3% 136,584 $12.2M
Heritage Wealth Management, Inc./Texas 7.12% Add +7.5% 135,799 $12.1M
Kestra Advisory Services, LLC 0.07% Reduce -7.7% 134,970 $12.0M
Phillips Financial Management, LLC 0.94% Reduce -28.7% 134,087 $11.9M
Ellevest, Inc. 0.69% Reduce -0.8% 133,416 $11.9M
Northern Trust Corp. 0.00% Add +2.1% 132,694 $11.8M
MML Investors Services, LLC 0.04% Reduce -1.0% 132,352 $11.8M
Private Advisor Group, LLC 0.07% Reduce -4.8% 131,821 $11.7M
Wrenne Financial Planning LLC 6.62% Add +7.3% 130,712 $11.6M
Exencial Wealth Advisors, LLC 0.42% Add +4.3% 127,437 $11.4M
Financial Advisory Corp 1.95% — 125,149 $11.1M
Johnson Financial Group, LLC 1.31% Reduce -4.5% 125,144 $11.1M
Rathbones Group PLC 0.05% Reduce -2.5% 124,554 $11.1M
Steward Partners Investment Advisory, LLC 0.10% Add +5.6% 123,914 $11.0M
Trilogy Capital Inc. 0.57% Add +0.9% 123,710 $11.0M
Vestor Capital, LLC 0.84% Reduce -0.6% 123,039 $11.0M
Ancora Advisors LLC 0.24% Add +2.6% 122,373 $10.9M
Sequoia Financial Advisors, LLC 0.10% Add +257.1% 122,229 $10.9M
Modera Wealth Management, LLC 0.13% Reduce -2.0% 122,137 $10.9M
Plancorp, LLC 0.45% Add +0.1% 121,638 $10.8M
Van Eck Associates Corp. 0.01% New 127,058 $10.5M
New Hampshire Trust 2.22% Reduce -1.1% 118,215 $10.5M
Navalign, LLC 3.09% Add +0.8% 118,108 $10.5M
Beacon Pointe Advisors, LLC 0.12% Reduce -4.3% 117,829 $10.5M
One Day In July LLC 1.09% Reduce -39.9% 116,364 $10.4M
Partners Capital Investment Group, LLP 0.28% Reduce -54.1% 115,159 $10.3M
GenTrust, LLC 0.45% Add +16.0% 114,856 $10.2M
BCR Wealth Strategies, LLC 4.77% Add +4.8% 114,592 $10.2M
Adaptive Financial Consulting, LLC 4.22% Reduce -0.6% 114,106 $10.2M
Somnio Financial Group, LLC 8.13% Add +3.8% 114,048 $10.2M
Cordant, Inc. 5.30% Reduce -1.2% 113,036 $10.1M
FC Advisory LLC 3.34% Add +3.1% 111,859 $10.0M
Wela Strategies, Inc. 4.27% Add +5.0% 111,304 $9.9M
Riverpoint Wealth Management Holdings, LLC 2.58% Add +2.2% 111,105 $9.9M
Kingsview Wealth Management, LLC 0.19% Add +65.4% 110,904 $9.9M
Stratos Wealth Partners, LTD. 0.14% Add +0.8% 110,324 $9.8M
Avior Wealth Management, LLC 0.36% Add +67.9% 109,937 $9.8M
Transamerica Financial Advisors, LLC 0.97% Reduce -1.5% 109,809 $9.8M
Foundation Wealth Management, LLC\PA 4.72% — 109,404 $9.7M
Invst, LLC 1.18% Add +0.8% 109,063 $9.7M
KCM Investment Advisors LLC 0.34% Reduce -4.0% 108,759 $9.7M
Horizons Wealth Management 7.44% Add +3.5% 107,646 $9.6M
Allodium Investment Consultants, LLC 8.00% — 107,573 $9.6M
Magnolia Wealth Management, LLC 6.52% Add +6.7% 105,263 $9.4M
Cardiff Park Advisors, LLC 0.89% Add +1.8% 105,035 $9.4M
Chilton Capital Management LLC 0.38% Add +13.4% 102,162 $9.1M
Bear Mountain Capital, Inc. 3.54% Add +1.6% 100,618 $9.1M
Peterson Wealth Advisors, LLC 1.64% Reduce -5.5% 101,606 $9.1M
Strategic Wealth Investment Group, LLC 0.50% Reduce -2.9% 101,652 $9.1M
Bokf, NA 0.15% Add +7.0% 104,928 $9.0M
Daiwa Securities Group Inc. 0.04% Reduce -15.0% 99,800 $8.9M
Brookstone Capital Management 0.13% Add +1.8% 99,719 $8.9M
Checchi Capital Advisers, LLC 0.66% Reduce -14.3% 99,438 $8.9M
NewEdge Advisors, LLC 0.05% Add +2.2% 98,710 $8.8M
NorthCoast Asset Management LLC 0.04% Add +489.0% 96,065 $8.6M
Industrial Alliance Investment Management Inc. 6.52% No change 94,190 $8.4M
Janney Montgomery Scott LLC 0.02% Add +9.2% 93,890 $8.4M
Cerity Partners OCIO LLC 0.55% No change 93,792 $8.4M
Dai-ichi Life Holdings, Inc. 9.16% Add +35.5% 93,985 $8.3M
Franklin Resources Inc. 0.00% Reduce -3.4% 93,593 $8.3M
LBMC Investment Advisors, LLC 0.66% Add +7.8% 93,427 $8.3M
EverSource Wealth Advisors, LLC 0.47% Add +5.4% 93,392 $8.3M
Man Group plc 0.03% Reduce -74.6% 92,222 $8.2M
HSBC Holdings PLC 0.01% Reduce -4.7% 92,200 $8.2M
Atmos Advisory, LLC 5.68% Add +3.1% 91,785 $8.2M
Empowered Funds, LLC 0.12% Add +19.5% 91,360 $8.1M
Blue Trust, Inc. 0.10% Reduce -49.0% 90,896 $8.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -4.3% 90,460 $8.1M
Flagstone Financial Management 2.66% Add +3.2% 90,030 $8.0M
Stephens Inc. 0.11% Add +1.8% 88,762 $7.9M
Shepherd Financial Partners LLC 0.94% Reduce -0.4% 88,715 $7.9M
Ted Buchan & Co 3.73% Reduce -0.5% 88,637 $7.9M
Parallel Advisors, LLC 0.17% Reduce -0.2% 86,907 $7.7M
Wealth Alliance, LLC 0.92% Reduce -29.3% 86,088 $7.7M
FFT Wealth Management LLC 0.58% Add +0.3% 85,878 $7.6M
Parkside Advisors LLC 1.80% Add +1.0% 85,822 $7.6M
REDW Wealth LLC 2.65% Reduce -9.1% 85,775 $7.6M
Mission Wealth Management, LP 0.18% Reduce -4.0% 85,712 $7.6M
PACK Private Wealth, LLC 4.41% Add +1.8% 84,393 $7.5M
Chicago Partners Investment Group LLC 0.25% Reduce -11.6% 85,308 $7.5M
Integrated Wealth Concepts LLC 0.09% Add +11.5% 83,720 $7.5M
Archvest Wealth Advisors, Inc. 5.40% Add +14.8% 83,551 $7.4M
Tide Cove Capital Partners LLC 6.38% — 84,786 $7.4M
Drystone LLC 7.36% — 82,775 $7.4M
Jane Street Group, LLC 0.01% Add +372.6% 82,566 $7.4M
Park National Corp. 0.27% Reduce -39.6% 82,434 $7.3M
United Bank 0.87% Add +0.1% 82,366 $7.3M
Quantitative Strategies, Inc. 3.90% Add +0.4% 81,788 $7.3M
FIDELIS iM, LLC 3.54% Add +879.7% 801,855 $7.2M
Richmond Brothers, Inc. 4.61% Add +12.8% 80,750 $7.2M
Manchester Capital Management LLC 0.83% Add +1.6% 80,113 $7.1M
Fairway Wealth LLC 3.20% Add +5.1% 79,846 $7.1M
Freestone Capital Holdings, LLC 0.24% Reduce -1.9% 79,236 $7.1M
Harbor Investment Advisory, LLC 0.66% Reduce -0.0% 78,987 $7.0M
Diversified Portfolios, Inc. 0.76% Add +4.0% 78,733 $7.0M
Silver Coast Investments LLC 2.65% Add +5.9% 78,625 $7.0M
Farther Finance Advisors, LLC 0.25% Reduce -20.5% 78,196 $7.0M
Kanawha Capital Management LLC 0.55% Reduce -0.4% 77,913 $6.9M
David Kennon Inc 2.74% Add +1.1% 77,908 $6.9M
Gray Private Wealth, LLC 4.07% Reduce -0.9% 76,649 $6.8M
Bayshore Asset Management, LLC 3.14% Reduce -0.0% 76,642 $6.8M
Grey Fox Wealth Advisors, LLC 1.86% Add +3.0% 76,314 $6.8M
Financial Futures Ltd Liability Co. 3.86% Reduce -0.2% 76,266 $6.8M
Ariston Services Group 5.87% Reduce -0.2% 76,025 $6.8M
CW Advisors, LLC 0.09% Add +26.8% 75,793 $6.8M
Campion Asset Management 5.02% Add +2.5% 74,692 $6.7M
Fairview Capital Investment Management, LLC 0.34% Add +1.1% 74,369 $6.6M
Natixis Advisors, LLC 0.01% Add +8.9% 74,124 $6.6M
Fiduciary Trust Co 0.09% Reduce -2.9% 73,880 $6.6M
Tower Research Capital LLC (TRC) 0.13% Reduce -56.3% 73,554 $6.6M
AlTi Global, Inc. 0.16% Reduce -17.6% 73,390 $6.5M
Northwest Quadrant Wealth Management, LLC 1.47% Add +0.6% 72,543 $6.5M
Willow Creek Wealth Management Inc. 0.65% Reduce -0.4% 71,467 $6.4M
Country Trust Bank 0.16% Add +1.6% 71,431 $6.4M
Hardy Reed LLC 0.56% Reduce -0.3% 71,199 $6.3M
Latigo Investments, LLC 3.22% No change 70,972 $6.3M
Essential Planning, LLC. 0.04% Add +2862.2% 66,886 $6.3M
Silver Oak Advisory Group, Inc. 3.33% Add +0.3% 70,615 $6.3M
Cambridge Advisors Inc. 1.40% Reduce -6.9% 70,553 $6.3M
American Investment Services, Inc. 1.11% Reduce -1.9% 70,199 $6.3M
Plimoth Trust Co. LLC 1.60% Add +1.6% 69,989 $6.2M
Cliffwater LLC 1.52% No change 69,923 $6.2M
Coldstream Capital Management Inc. 0.13% Add +9.2% 69,857 $6.2M
Total Wealth Planning, LLC 0.96% Reduce -2.0% 69,076 $6.2M
First National Corp. /Ma/ 1.39% Add +4.2% 68,962 $6.1M
Allie Family Office LLC 3.41% Add +5.1% 68,941 $6.1M
Prairiewood Capital, LLC 2.62% Add +3.7% 68,863 $6.1M
Red Wave Investments LLC 2.14% Reduce -0.0% 68,630 $6.1M
Rainwater Charitable Foundation 4.08% No change 68,428 $6.1M
Krilogy Financial LLC 0.40% Add +4.1% 67,521 $6.0M
Pinnacle Financial Partners Inc 0.12% Add +0.7% 66,477 $6.0M
Financial Advisors Network, Inc. 0.99% — 67,017 $6.0M
Family Firm, Inc. 1.32% Add +0.5% 299,075 $5.9M
WestHill Financial Advisors, Inc. 1.33% Add +1.9% 66,648 $5.9M
Capital Advisors Wealth Management, LLC 1.04% Add +2.3% 65,834 $5.9M
SVB Wealth LLC 0.11% Add +381.4% 65,622 $5.8M
Neumann Capital Management, LLC 1.94% Reduce -3.1% 65,503 $5.8M
JDM Financial Group LLC 3.02% Add +8.9% 65,236 $5.8M
LMG Wealth Partners, LLC 1.26% Add +1.2% 64,702 $5.8M
Agilis Partners LLC 1.72% Add +3.6% 64,137 $5.7M
Whittier Trust Co. 0.08% Add +4.5% 64,003 $5.7M
Regal Investment Advisors LLC 0.43% Reduce -12.5% 63,832 $5.7M
Dodds Wealth, LLC 1.83% Reduce -7.6% 63,309 $5.7M
Cresset Asset Management, LLC 0.03% Reduce -26.3% 62,911 $5.6M
Cambridge Associates LLC /Ma/ 0.18% Reduce -26.8% 62,903 $5.6M
CIBC Private Wealth Group LLC 0.01% Add +1.3% 63,711 $5.6M
United Bank 2.35% Add +32.2% 62,553 $5.6M
Waverly Advisors, LLC 0.08% Add +6.9% 61,533 $5.5M
Oppenheimer & Co. Inc. 0.08% Add +0.4% 60,815 $5.4M
Clearstead Advisors, LLC 0.08% Reduce -0.1% 60,541 $5.4M
PDS Planning, Inc 0.48% Add +2.7% 60,280 $5.4M
Balanced Wealth Group LLC 2.41% Reduce -45.9% 60,572 $5.4M
Fonville Wealth Management LLC 1.76% Add +15.7% 59,665 $5.3M
BlueSky Wealth Advisors, LLC 0.83% Add +8.2% 59,656 $5.3M
Citigroup Inc. 0.01% Reduce -77.7% 59,242 $5.3M
Baron Financial Group, LLC 3.24% Reduce -0.0% 58,681 $5.2M
Ashford Capital Management Inc. 0.61% Reduce -4.2% 58,254 $5.2M
LPWM LLC 1.64% Add +9.2% 57,479 $5.1M
Thrive Capital Management, LLC 2.34% Add +69.5% 57,243 $5.1M
Financial Alternatives, Inc 3.59% Add +0.2% 57,115 $5.1M
White Lighthouse Investment Management Inc. 0.89% Add +4.5% 56,995 $5.1M
Zhang Financial LLC 0.29% Add +1.8% 56,728 $5.1M
Aletheian Wealth Advisors LLC 2.94% Add +2.5% 55,883 $5.0M
River Street Advisors LLC 2.53% Add +7.4% 55,486 $4.9M
Stratos Wealth Advisors, LLC 0.24% Reduce -7.9% 55,267 $4.9M
Idaho Trust Co 2.48% Add +2.2% 55,203 $4.9M
SG Americas Securities, LLC 0.02% Reduce -0.1% 55,033 $4.9M
Crewe Advisors LLC 0.67% Add +0.1% 54,625 $4.9M
JFG Wealth Management, LLC 1.10% Add +5.1% 54,092 $4.8M
Sanctuary Advisors, LLC 0.03% Reduce -3.7% 52,840 $4.8M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -6.9% 53,271 $4.7M
Peak Retirement Planning, Inc. 3.20% — 53,129 $4.7M
UMB Bank, n.a. 0.07% Reduce -7.8% 53,047 $4.7M
Traveka Wealth, LLC 2.60% Add +3.3% 52,985 $4.7M
WealthCollab, LLC 3.02% Reduce -0.3% 52,845 $4.7M
Klingman & Associates, LLC 0.30% Reduce -1.8% 52,828 $4.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +91.9% 52,589 $4.7M
Choreo, LLC 0.07% Reduce -45.2% 52,301 $4.6M
Human Investing LLC 0.82% Add +5.1% 52,014 $4.6M
Sterling Wealth Management, Inc. 1.71% Reduce -7.6% 51,936 $4.6M
Tranquilli Financial Advisor LLC 2.93% Add +0.1% 51,913 $4.6M
Whittier Trust Co. of Nevada Inc. 0.11% Add +2.0% 51,769 $4.6M
Marotta Asset Management 0.96% Reduce -4.4% 51,850 $4.6M
Elwood & Goetz Wealth Advisory Group, LLC 1.11% Add +28.2% 51,262 $4.6M
Unconventional Investor, LLC 2.75% Add +8.1% 51,021 $4.5M
Atria Investments, Inc 0.06% Reduce -17.7% 50,952 $4.5M
First Citizens Bank & Trust Co. 0.08% Reduce -92.4% 50,765 $4.5M
MBL Wealth, LLC 0.45% Add +5.6% 50,634 $4.5M
Betterment LLC 0.01% Reduce -13.1% 50,502 $4.5M
Evanson Asset Management, LLC 0.31% Reduce -1.8% 50,144 $4.5M
Cherry Tree Wealth Management, LLC 1.10% Reduce -1.1% 50,002 $4.5M
Pine Ridge Advisers LLC 0.39% Add +1.8% 49,678 $4.4M
Grove Bank & Trust 0.60% Add +7.1% 48,727 $4.3M
First Foundation Advisors 0.16% Add +7.8% 48,582 $4.3M
Cascade Financial Partners, LLC 0.56% Reduce -1.4% 48,561 $4.3M
J.W. Cole Advisors, Inc. 0.17% Reduce -7.0% 48,479 $4.3M
CMH Wealth Management LLC 0.99% Add +2.4% 48,410 $4.3M
Zeit Capital LLC 3.30% Add +52.9% 46,756 $4.3M
Schechter Investment Advisors, LLC 0.33% Add +4.4% 48,219 $4.3M
HTLF Bank 0.49% Add +2.7% 48,211 $4.3M
Disciplined Investments, LLC 2.11% Reduce -0.9% 47,959 $4.3M
Cherrydale Wealth Management, LLC 1.62% Add +5.1% 47,087 $4.2M
Atlas Legacy Advisors, LLC 1.01% — 46,898 $4.2M
Conning Inc. 0.15% No change 46,835 $4.2M
Canandaigua National Bank & Trust Co. 0.41% Reduce -4.6% 46,606 $4.2M
Country Club Bank 0.28% Reduce -1.9% 46,603 $4.1M
Hancock Whitney Corp. 0.13% Add +24.0% 45,924 $4.1M
Legacy Financial Group, Inc. 1.31% Reduce -0.3% 45,806 $4.1M
LM Advisors LLC 0.74% Reduce -2.0% 45,790 $4.1M
Running Point Capital Advisors, LLC 1.40% Reduce -0.3% 45,741 $4.1M
Whitegate Investment Counselors, Inc. 1.40% Reduce -23.7% 45,691 $4.1M
Stokes Family Office, LLC 0.43% Reduce -0.3% 45,667 $4.1M
Advisory Services Network, LLC 0.08% Reduce -1.6% 45,268 $4.0M
Black Diamond Financial, LLC 0.60% Add +8.4% 44,957 $4.0M
Wolff Wiese Magana LLC 2.64% Add +0.1% 44,755 $4.0M
Beaird Harris Wealth Management, LLC 0.34% Reduce -0.6% 44,670 $4.0M
Waldron Private Wealth LLC 0.16% Reduce -3.1% 44,462 $4.0M
Waller Financial Planning Group, Inc. 1.00% Reduce -3.7% 44,390 $4.0M
Dakota Wealth Management 0.09% Reduce -1.0% 43,878 $3.9M
Marathon Strategic Advisors, LLC 4.22% Add +2.8% 43,781 $3.9M
Abound Wealth Management 1.24% Add +4.1% 43,474 $3.9M
Forefront Analytics, LLC 1.80% Add +52.4% 43,422 $3.9M
Flow Traders U.S. LLC 0.15% New 43,186 $3.8M
Arax Advisory Partners 0.24% Add +2.8% 43,097 $3.8M
St. Louis Trust Co 0.55% No change 43,053 $3.8M
Verdence Capital Advisors LLC 0.31% Add +7.3% 42,587 $3.8M
Savant Capital, LLC 0.03% Reduce -15.2% 42,484 $3.8M
Wedbush Securities Inc. 0.13% Add +5.1% 42,323 $3.8M
Global Endowment Management, LP 0.48% Reduce -73.8% 41,930 $3.7M
Evoke Wealth, LLC 0.10% Reduce -27.1% 41,726 $3.7M
VeraBank, N.A. 1.04% Add +8.8% 41,215 $3.7M
Compass Ion Advisors, LLC 0.43% Add +11.7% 41,157 $3.7M
Ameritas Advisory Services, LLC 0.13% Add +26.3% 40,993 $3.7M
Alhambra Investment Management LLC 1.87% Add +34.1% 40,960 $3.6M
Fi3 FINANCIAL ADVISORS, LLC 1.36% Add +182.2% 40,653 $3.6M
RFG Advisory, LLC 0.10% Add +6.5% 40,580 $3.6M
WESCAP Management Group, Inc. 0.88% New 40,504 $3.6M
ARK & TLK Investments, LLC 1.25% Add +3.1% 40,373 $3.6M
Frontier Asset Management, LLC 1.18% Reduce -26.6% 40,190 $3.6M
Monograph Wealth Advisors, LLC 0.47% Reduce -0.9% 40,159 $3.6M
Matrix Trust Co 0.62% Reduce -4.6% 40,153 $3.6M
Physician Wealth Advisors, Inc. 0.60% Add +6.4% 39,716 $3.5M
Farmers & Merchants Investments Inc. 0.11% Reduce -0.2% 39,622 $3.5M
VPR Management LLC 1.84% No change 39,600 $3.5M
Elevate Wealth Advisory, Inc. 2.64% Reduce -0.1% 40,046 $3.5M
Crews Bank & Trust 0.59% — 39,388 $3.5M
AA Financial Advisors, LLC 0.93% Add +7.9% 39,240 $3.5M
Asset Management Group, Inc. 0.62% Reduce -4.0% 39,230 $3.5M
MFA Wealth Services 2.79% — 39,001 $3.5M
Sigma Planning Corp 0.11% Reduce -6.7% 38,943 $3.5M
Freedom Investment Management, Inc. 0.29% Reduce -3.6% 38,858 $3.5M
Everhart Financial Group, Inc. 0.71% Add +7.5% 38,526 $3.4M
Aspiriant, LLC 0.12% Reduce -4.0% 38,281 $3.4M
Cassaday & Co Wealth Management LLC 0.09% Add +114.0% 38,142 $3.4M
IFG Advisors, LLC 0.67% Add +5.7% 37,972 $3.4M
Integrated Advisors Network LLC 0.16% Reduce -4.4% 37,760 $3.4M
SignalPoint Asset Management, LLC 0.82% Reduce -2.2% 37,647 $3.4M
Biltmore Family Office, LLC 0.56% Reduce -0.2% 37,445 $3.3M
D.A. Davidson & Co. 0.03% Reduce -21.6% 37,145 $3.3M
Sabal Trust CO 0.19% Add +16.1% 37,061 $3.3M
Houlihan Financial Resource Group, Ltd. 1.40% Reduce -2.4% 36,980 $3.3M
Note Advisors, LLC 2.91% — 36,883 $3.3M
Narwhal Capital Management 0.29% Reduce -21.7% 36,812 $3.3M
Pinnacle Associates Ltd. 0.04% Reduce -6.7% 36,688 $3.3M
Petix & Botte Co 0.85% Reduce -27.4% 36,465 $3.2M
BOS Asset Management, LLC 1.17% Add +5.0% 36,463 $3.2M
Kagan Cocozza Asset Management 2.69% — 36,370 $3.2M
Pinnacle Financial Group, LLC / IL 1.27% Add +2.6% 36,317 $3.2M
Retirement Planning Group, LLC 0.16% Reduce -26.5% 36,312 $3.2M
Family Legacy, Inc. 1.10% Add +0.9% 36,881 $3.2M
Tudor Investment Corporation 0.03% Reduce -50.8% 36,302 $3.2M
Factor Wealth Management LTD 1.07% — 36,289 $3.2M
Mgo One Seven LLC 0.12% Add +3.1% 36,168 $3.2M
Equitable Holdings, Inc. 0.03% Add +6.3% 36,129 $3.2M
Townsquare Capital LLC 0.04% Add +12.6% 36,117 $3.2M
Kickstand Ventures, Llc. 0.81% Add +4.6% 35,790 $3.2M
Soltis Investment Advisors LLC 0.29% Reduce -13.4% 35,482 $3.2M
Perbak Capital Partners LLP 1.69% New 35,428 $3.2M
Prudent Man Advisors, LLC 1.13% Reduce -14.1% 34,853 $3.1M
Intergy Private Wealth, LLC 1.16% Add +1.8% 34,784 $3.1M
Frisco Financial Planning LLC 3.06% — 34,768 $3.1M
UNIVEST FINANCIAL Corp 0.20% Add +781.2% 34,763 $3.1M
ArchPoint Investors 1.00% No change 34,136 $3.0M
Concourse Financial Group Securities, Inc. 0.17% Add +2.1% 33,779 $3.0M
Tillman Hartley LLC 0.87% Add +3.1% 33,924 $3.0M
Texas Yale Capital Corp. 0.12% Add +11.1% 33,796 $3.0M
First American Trust, FSB 0.30% Add +4.8% 33,654 $3.0M
World Investment Advisors 0.08% Add +3.0% 33,529 $3.0M
Websterrogers Financial Advisors, LLC 1.03% Add +1.0% 33,293 $3.0M
Sterling Financial Planning, Inc. 1.09% Add +4.8% 33,193 $3.0M
Merit Financial Group, LLC 0.05% Add +12.5% 33,078 $2.9M
Aspen Investment Management Inc 1.37% Add +8.1% 33,054 $2.9M
Payne Capital Management, LLC 1.27% — 32,968 $2.9M
Fort Point Capital Partners LLC 0.33% Add +10.9% 32,895 $2.9M
Creekside Partners 1.51% Add +0.7% 32,752 $2.9M
Sensible Financial Planning & Management, LLC. 0.60% Reduce -1.1% 32,496 $2.9M
Gilbert & Cook, Inc. 0.41% Reduce -33.7% 32,456 $2.9M
One Degree Advisors Inc 1.16% Reduce -11.8% 31,139 $2.9M
Tradition Wealth Management, LLC 0.25% Add +3.4% 32,056 $2.9M
Carnegie Investment Counsel 0.08% Add +26.3% 32,016 $2.9M
Compound Planning, Inc. 0.14% Add +5.5% 31,967 $2.8M
Synovus Financial Corp. 0.04% Reduce -21.8% 31,934 $2.8M
Colorado Capital Management, Inc. 1.35% Reduce -17.2% 31,237 $2.8M
Cahill Financial Advisors Inc. 0.38% Reduce -0.1% 31,149 $2.8M
Talon Private Wealth, LLC 0.58% Add +150.5% 31,086 $2.8M
Anchor Investment Management, LLC 0.26% Add +3.5% 31,033 $2.8M
Brighton Jones LLC 0.08% Add +59.5% 30,762 $2.7M
Encompass Wealth Advisors, LLC 1.11% Add +7.1% 30,750 $2.7M
My Personal CFO, LLC 1.40% Add +2.1% 30,724 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -3.0% 30,703 $2.7M
Callan Family Office, LLC 0.17% Add +2.1% 30,610 $2.7M
Horizon Bancorp Inc. 1.28% Reduce -4.1% 30,487 $2.7M
Global Retirement Partners, LLC 0.08% Add +3.4% 30,471 $2.7M
Lodestar Private Asset Management LLC 0.34% Add +5.0% 30,363 $2.7M
OneAscent Financial Services LLC 0.23% New 30,216 $2.7M
Quantitative Investment Management, LLC 0.20% New 29,935 $2.7M
Liberty Capital Management, Inc. 0.59% Add +1.0% 29,924 $2.7M
LBJ Family Wealth Advisors, Ltd. 1.58% Add +0.3% 29,749 $2.6M
Broadview Financial Management, LLC 1.89% Reduce -0.2% 29,706 $2.6M
Manhattan West Asset Management, LLC 0.71% Add +4.9% 29,648 $2.6M
Frank, Rimerman Advisors LLC 0.19% Add +5.8% 29,323 $2.6M
EP Wealth Advisors, LLC 0.02% Reduce -3.4% 29,163 $2.6M
Legacies Wealth LLC 2.01% Add +5.8% 29,075 $2.6M
Flagship Harbor Advisors, LLC 0.14% Add +3.9% 28,949 $2.6M
Perigon Wealth Management, LLC 0.06% Reduce -2.4% 28,691 $2.6M
Copperwynd Financial, LLC 0.71% Add +8.2% 28,844 $2.6M
Keel Point, LLC 0.21% Add +8.8% 28,838 $2.6M
Independent Financial Group, LLC 0.09% Reduce -18.8% 28,781 $2.6M
Wealthcare Capital Partners, LLC 1.33% — 28,670 $2.6M
BTC Capital Management, Inc. 0.24% No change 28,609 $2.5M
Allworth Financial LP 0.01% Add +9.8% 28,369 $2.5M
Axos Invest Inc. 1.85% Add +2.5% 28,540 $2.5M
Rialto Wealth Management, LLC 0.84% — 28,509 $2.5M
Quantbot Technologies LP 0.09% New 28,485 $2.5M
Independence Asset Advisors, LLC 11.73% New 28,598 $2.5M
First Horizon Advisors, Inc. 0.07% Reduce -20.3% 28,448 $2.5M
Retireful, LLC 1.42% New 28,382 $2.5M
Hemington Wealth Management 0.64% Add +1.0% 28,352 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.3% 25,606 $2.5M
Beirne Wealth Consulting Services, LLC 0.91% Add +1.6% 28,236 $2.5M
First Financial Bank - Trust Division 0.23% Reduce -2.0% 28,175 $2.5M
Unison Advisors LLC 0.30% Add +0.8% 28,152 $2.5M
TD Private Client Wealth LLC 0.07% Reduce -6.2% 28,112 $2.5M
Drucker Wealth 3.0, LLC 0.58% Add +20.1% 28,044 $2.5M
Infinity Wealth Counsel, LLC 2.65% — 27,860 $2.5M
Mill Creek Capital Advisors, LLC 0.06% No change 27,846 $2.5M
BTG Pactual Asset Management US LLC 0.32% Add +0.3% 26,249 $2.5M
Capital Group Private Client Services, Inc. 0.02% Add +2.0% 27,526 $2.5M
Financial & Tax Architects, LLC 0.62% Add +7.8% 27,500 $2.4M
Financial Management Network Inc. 0.51% Reduce -0.1% 27,232 $2.4M
Montag A & Associates Inc. 0.12% Reduce -8.2% 27,337 $2.4M
Consilium Wealth Advisory, LLC 1.16% Reduce -22.7% 27,330 $2.4M
Wedmont Private Capital 0.13% Add +5.4% 28,420 $2.4M
Jones Financial Companies LLLP 0.00% Add +63.4% 27,228 $2.4M
WBH Advisory Inc. 0.22% Reduce -4.8% 27,086 $2.4M
Waters Parkerson & Co., LLC 0.13% Add +0.8% 27,000 $2.4M
CENTRAL TRUST Co 0.06% Reduce -11.6% 26,986 $2.4M
Bay Rivers Group 1.16% Add +0.3% 26,947 $2.4M
Shepherd Kaplan Krochuk, LLC 2.00% Reduce -4.7% 26,923 $2.4M
Common Fund for Nonprofit Organizations 0.27% Add +967.3% 26,874 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Reduce -79.3% 26,817 $2.4M
Edmond DE Rothschild Holding S.A. 0.04% New 26,783 $2.4M
Keybank National Association 0.01% Reduce -0.9% 26,592 $2.4M
Rockland Trust Co. 0.12% Add +0.9% 26,548 $2.4M
Croban 2.32% — 26,535 $2.4M
Sound Income Strategies, LLC 0.15% Add +2.0% 26,429 $2.4M
Park Avenue Securities LLC 0.02% Reduce -15.8% 26,085 $2.3M
Ami Investment Management Inc. 0.75% Add +5.5% 26,035 $2.3M
Destination Wealth Management 0.07% Add +4.2% 25,910 $2.3M
Clarity Capital Advisors, LLC 1.54% Add +22.3% 25,763 $2.3M
Maryland Capital Advisors Inc. 1.06% Reduce -7.0% 25,629 $2.3M
Ashton Thomas Securities, LLC 0.63% Reduce -5.9% 25,629 $2.3M
Family Wealth Partners, LLC 1.08% Add +5.7% 25,424 $2.3M
Hall Capital Management Co. Inc. 1.05% — 25,356 $2.3M
NewEdge Wealth, LLC 0.04% Reduce -7.3% 25,350 $2.3M
Arete Wealth Advisors, LLC 0.16% Add +1.1% 25,105 $2.2M
Monterey Private Wealth, Inc. 0.73% Add +1.8% 24,944 $2.2M
Thrivent Financial for Lutherans 0.00% Add +0.1% 24,576 $2.2M
Millennium Management 0.00% Reduce -44.9% 24,791 $2.2M
Continuum Advisory, LLC 0.28% Add +1.0% 24,734 $2.2M
Quadrant Capital Group LLC 0.15% Reduce -1.2% 24,652 $2.2M
Seamount Financial Group Inc. 1.51% Reduce -5.7% 24,522 $2.2M
Gilman Hill Asset Management, LLC 0.38% Add +0.1% 24,370 $2.2M
Cutler Investment Counsel LLC 0.27% Add +15.5% 24,318 $2.2M
Bordeaux Wealth Advisors LLC 0.35% Reduce -2.0% 24,285 $2.2M
DAVENPORT & Co LLC 0.01% Add +5.4% 24,251 $2.2M
Scott & Selber, Inc. 0.65% New 24,241 $2.2M
Verus Capital Partners, LLC 0.21% Reduce -0.9% 24,219 $2.2M
Signature Estate & Investment Advisors LLC 0.05% Reduce -4.2% 24,182 $2.2M
FDx Advisors, Inc. 0.63% Reduce -3.0% 24,181 $2.2M
Westwind Capital 0.47% Reduce -6.8% 24,082 $2.1M
Regions Financial Corp. 0.02% Reduce -39.8% 24,029 $2.1M
Obsido Oy 1.92% — 23,964 $2.1M
DT Investment Partners, LLC 0.18% Add +8.3% 23,930 $2.1M
Deltec Asset Management LLC 0.42% No change 23,900 $2.1M
Flagstar Securities, Inc. 0.53% Add +1.3% 23,828 $2.1M
Novem Group 0.31% — 23,759 $2.1M
Bleakley Financial Group, LLC 0.06% Add +19.9% 23,634 $2.1M
Leavell Investment Management, Inc. 0.10% Add +1.2% 23,614 $2.1M
NorthCrest Asset Manangement, LLC 0.06% Reduce -7.6% 23,586 $2.1M
VERITY Wealth Advisors 1.52% Add +0.6% 23,576 $2.1M
Retirement Planning Co of New England, Inc. 1.02% Add +0.4% 23,573 $2.1M
NorthLanding Financial Partners, LLC 2.12% Add +1.4% 23,554 $2.1M
Nomura Asset Management Co. Ltd. 0.01% Reduce -36.8% 23,500 $2.1M
First Merchants Corp. 0.08% Reduce -0.1% 23,479 $2.1M
Safe Harbor Fiduciary, LLC 2.11% No change 23,211 $2.1M
Hansen & Associates Financial Group, Inc. 1.05% Reduce -75.6% 23,293 $2.1M
Patton Fund Management, Inc. 0.40% Add +0.3% 23,186 $2.1M
Aquire Wealth Advisors, LLC 0.64% Reduce -6.0% 23,184 $2.1M
First PREMIER Bank 0.52% Reduce -3.1% 23,101 $2.1M
GLOBALT Investments LLC / GA 0.08% Reduce -8.8% 22,900 $2.0M
Focus Financial Network, Inc. 0.08% Add +0.9% 22,787 $2.0M
Camelot Technology Advisors, Inc. 1.85% Add +3.3% 22,774 $2.0M
Impact Partnership Wealth, LLC 0.41% Add +4.8% 22,724 $2.0M
Breakwater Investment Management 0.86% Reduce -1.1% 22,653 $2.0M
Etesian Wealth Advisors, Inc. 0.89% Add +3.0% 22,630 $2.0M
Fifth Third Wealth Advisors LLC 0.11% Reduce -1.1% 22,458 $2.0M
Michael A. Dubis Financial Planning, LLC 1.93% — 22,397 $2.0M
Hardin Capital Partners, LLC 1.20% Add +4.0% 22,347 $2.0M
FSC Wealth Advisors, LLC 1.28% Add +18.6% 22,243 $2.0M
Rockbridge Investment Management, LCC 0.25% Reduce -25.2% 22,243 $2.0M
Adero Partners, LLC 0.13% Reduce -4.2% 22,241 $2.0M
Ifrah Financial Services, Inc. 0.55% Add +0.2% 22,240 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Add +113.8% 22,171 $2.0M
One Capital Management, LLC 0.06% Reduce -20.5% 22,018 $2.0M
AE Wealth Management LLC 0.02% Reduce -30.2% 22,009 $2.0M
Bangor Savings Bank 0.18% Reduce -9.3% 21,930 $2.0M
Marble Harbor Investment Counsel, LLC 0.21% Reduce -3.2% 21,900 $2.0M
Brooklyn FI, LLC 0.65% Add +7.5% 21,830 $1.9M
Stelac Advisory Services LLC 0.76% Add +2.1% 21,790 $1.9M
Corrado Advisors, LLC 1.26% Add +2.6% 21,750 $1.9M
Sax Wealth Advisors, LLC 0.15% Reduce -0.1% 21,638 $1.9M
Cwm, LLC 0.01% Reduce -0.8% 21,573 $1.9M
Highland Capital Management, LLC 0.11% Reduce -1.4% 21,500 $1.9M
Smithfield Trust Co 0.10% Add +9.6% 21,489 $1.9M
Sharper & Granite LLC 0.84% Add +9.6% 21,398 $1.9M
TCI Wealth Advisors, Inc. 0.16% Add +1.0% 21,350 $1.9M
Waterford Advisors, LLC 0.97% No change 21,329 $1.9M
Noble Wealth Management PBC 1.32% — 21,282 $1.9M
Inman Jager Wealth Management, LLC 1.47% — 21,216 $1.9M
Manning & Napier Advisors LLC 0.02% Reduce -19.6% 21,189 $1.9M
Debussy Capital Management LP 0.29% Add +12.4% 20,467 $1.9M
Consolidated Portfolio Review Corp 0.30% Reduce -1.7% 20,974 $1.9M
Montecito Bank & Trust 0.32% Add +100.9% 20,956 $1.9M
Lutz Financial Services LLC 0.15% Reduce -2.4% 20,891 $1.9M
Trustmark Bank Trust Department 0.14% Reduce -12.2% 20,798 $1.9M
First National Bank of Omaha 0.12% Reduce -4.4% 20,721 $1.8M
Truepoint, Inc. 0.05% Add +0.0% 20,712 $1.8M
Investment Partners, LTD. 0.75% Add +0.0% 20,463 $1.8M
Geneos Wealth Management Inc. 0.06% Reduce -10.8% 20,458 $1.8M
Stock Yards Bank & Trust Co. 0.06% Reduce -9.8% 20,446 $1.8M
Family CFO Inc 1.00% Reduce -0.1% 20,391 $1.8M
NBT Bank, N.A. 0.13% Reduce -1.7% 20,391 $1.8M
Moneco Advisors, LLC 0.19% Reduce -1.3% 20,354 $1.8M
Prime Buchholz LLC 0.59% — 20,213 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -4.4% 20,196 $1.8M
Capital Management Associates, Inc 0.67% Add +92.5% 20,172 $1.8M
Regatta Capital Group, LLC 0.35% Add +1.4% 20,056 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -18.6% 20,016 $1.8M
Riverview Trust Co 1.63% Reduce -0.0% 19,997 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.37% Reduce -16.6% 19,959 $1.8M
Kestra Private Wealth Services, LLC 0.03% Add +11.0% 19,913 $1.8M
HB Wealth Management, LLC 0.02% Reduce -6.2% 19,934 $1.8M
Full Sail Capital, LLC 0.11% Reduce -2.2% 19,792 $1.8M
Simmons Bank 0.13% Reduce -3.3% 19,707 $1.8M
Cornerstone Wealth Management, LLC 0.12% Reduce -2.3% 19,701 $1.8M
South Plains Financial, Inc. 1.34% — 19,664 $1.8M
Covenant Asset Management, LLC 0.39% Add +5.5% 19,644 $1.7M
Root Financial Partners, LLC 0.22% Add +45.8% 19,612 $1.7M
Dogwood Wealth Management LLC 0.91% Add +0.0% 19,413 $1.7M
Callan Capital, LLC 0.13% Reduce -0.7% 19,390 $1.7M
Juncture Wealth Strategies, LLC 0.64% Add +37.7% 19,346 $1.7M
Slow Capital, Inc. 0.24% Reduce -0.8% 19,338 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +4.4% 19,260 $1.7M
Vanguard Group Inc. 0.00% Add +3.7% 19,184 $1.7M
Austin Wealth Management, LLC 0.35% Reduce -0.4% 19,021 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -3.1% 19,122 $1.7M
Bessemer Group Inc. 0.00% Add +13.8% 19,096 $1.7M
GC Wealth Management RIA, LLC 0.30% Reduce -3.7% 19,018 $1.7M
Armbruster Capital Management, Inc. 0.34% Reduce -0.3% 18,922 $1.7M
Two Sigma Securities, LLC 0.30% Reduce -23.2% 18,877 $1.7M
Burton Enright Welch 0.35% Reduce -1.8% 18,784 $1.7M
Sherman Asset Management, Inc. 1.53% — 18,773 $1.7M
Centennial Bank 0.79% Reduce -8.3% 18,750 $1.7M
Hershey Financial Advisers, LLC 1.46% — 18,642 $1.7M
Larson Financial Group LLC 0.09% Reduce -9.8% 18,508 $1.6M
Diversify Wealth Management, LLC 0.13% Add +29.1% 19,111 $1.6M
BKM Wealth Management, LLC 0.67% No change 18,348 $1.6M
Haverford Trust Co 0.02% Reduce -0.3% 18,289 $1.6M
Hengehold Capital Management LLC 0.15% Add +26.2% 18,217 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.17% Reduce -8.7% 18,155 $1.6M
Insigneo Advisory Services, LLC 0.17% Reduce -4.8% 18,063 $1.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.71% New 18,000 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Reduce -42.1% 18,060 $1.6M
Field & Main Bank 0.56% Add +2.5% 17,989 $1.6M
CGN Advisors LLC 0.16% Add +3.5% 17,959 $1.6M
CWA Asset Management Group, LLC 0.08% Add +11.2% 17,926 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% No change 17,853 $1.6M
Boston Family Office LLC 0.11% Add +4.7% 17,809 $1.6M
Novak & Powell Financial Services, Inc. 0.94% Add +0.3% 17,665 $1.6M
Ieq Capital, LLC 0.02% Add +20.1% 17,643 $1.6M
YANKCOM Partnership 0.84% — 17,577 $1.6M
Oppenheimer Asset Management Inc. 0.02% Add +26.6% 17,565 $1.6M
American Financial & Tax Strategies Inc. 0.81% Reduce -0.2% 17,522 $1.6M
Jacobi Capital Management LLC 0.12% Add +53.1% 17,412 $1.6M
VSM Wealth Advisory, LLC 0.55% — 17,365 $1.5M
Arkadios Wealth Advisors 0.08% Add +6.6% 17,286 $1.5M
Palisades Hudson Asset Management, L.P. 0.65% Add +14.9% 17,276 $1.5M
IFG Advisory, LLC 0.09% Add +6.1% 17,148 $1.5M
First National Bank & Trust Co. of Newtown 0.32% Reduce -3.9% 17,139 $1.5M
Kingswood Wealth Advisors, LLC 0.11% Add +109.3% 17,132 $1.5M
Apeiron RIA LLC 0.43% Add +26.9% 17,095 $1.5M
Gradient Capital Advisors, LLC 0.49% Reduce -1.4% 17,038 $1.5M
United Community Bank 0.59% Add +0.3% 16,973 $1.5M
&partners 0.02% Add +24.1% 16,651 $1.5M
1834 Investment Advisors Co. 0.19% No change 16,766 $1.5M
F/m Investments LLC 0.06% Reduce -55.5% 16,759 $1.5M
Harbour Investments, Inc. 0.04% Reduce -4.6% 16,742 $1.5M
Sovran Advisors, LLC 0.21% — 17,015 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -49.3% 16,660 $1.5M
Main Street Financial Solutions, LLC 0.15% Add +18.5% 16,526 $1.5M
Independence Bank of Kentucky 0.23% Reduce -8.7% 16,508 $1.5M
Beaumont Financial Advisors, LLC 0.11% Reduce -0.3% 16,435 $1.5M
Spire Wealth Management 0.05% Reduce -72.4% 16,412 $1.5M
Investment Advisory Group, LLC 0.49% Add +0.1% 16,316 $1.5M
West Financial Advisors, LLC 0.28% Add +2.3% 16,316 $1.5M
Fund Evaluation Group, LLC 0.07% Add +0.1% 16,290 $1.5M
Roundview Capital LLC 0.10% Add +7.3% 16,290 $1.5M
Prospect Financial Group LLC 1.78% — 16,246 $1.4M
Future You Wealth LLC 1.02% — 16,241 $1.4M
Parsons Capital Management Inc. 0.08% Add +4.5% 16,220 $1.4M
First Nebraska Trust Co 0.14% Reduce -1.0% 16,139 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% New 16,133 $1.4M
Allianz Asset Management GmbH 0.00% Add +89477.8% 16,124 $1.4M
Texas Bank & Trust Co 0.59% — 16,107 $1.4M
Penobscot Wealth Management 0.66% Add +9.0% 16,096 $1.4M
Clayton Financial Group LLC 0.51% Add +6.2% 16,044 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Add +22.4% 16,044 $1.4M
Walkner Condon Financial Advisors LLC 0.29% Reduce -2.6% 16,025 $1.4M
Joel Isaacson & Co., LLC 0.06% Add +18.7% 15,967 $1.4M
Integris Wealth Management, LLC 0.40% Reduce -2.6% 15,889 $1.4M
Ti-Trust, Inc. 0.95% Reduce -1.0% 15,855 $1.4M
ICONIQ Capital, LLC 0.02% Add +223.9% 15,831 $1.4M
Hollencrest Capital Management 0.06% Add +14.7% 15,761 $1.4M
Stone Summit Wealth LLC 0.47% Add +1.9% 15,758 $1.4M
Praetorian Wealth Management, Inc. 0.34% New 15,756 $1.4M
Southland Equity Partners LLC 0.33% New 15,744 $1.4M
Prospera Financial Services Inc 0.03% Add +12.9% 15,490 $1.4M
Flaharty Asset Management, LLC 0.20% Add +1.7% 15,453 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Reduce -6.3% 15,429 $1.4M
Bramshill Investments, LLC 0.22% Add +105.4% 15,408 $1.4M
Lester Murray Antman dba SimplyRich 0.39% No change 15,344 $1.4M
Institute for Wealth Management, LLC. 0.17% Reduce -0.4% 15,250 $1.4M
National Philanthropic Trust 0.02% Add +11.2% 15,190 $1.4M
City Holding Co. 0.19% Add +0.3% 15,165 $1.4M
Mystic Asset Management, Inc. 0.36% Reduce -2.3% 15,130 $1.3M
SageView Advisory Group, LLC 0.06% Add +28.4% 15,032 $1.3M
Willis Johnson & Associates, Inc. 0.10% Reduce -1.8% 14,956 $1.3M
Choate Investment Advisors 0.03% Reduce -23.4% 14,836 $1.3M
Global Trust Asset Management, LLC 0.50% Reduce -1.2% 14,675 $1.3M
Optima Capital LLC 0.90% — 14,597 $1.3M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -0.8% 14,565 $1.3M
Independent Advisor Alliance 0.02% New 14,552 $1.3M
Rossmore Private Capital 0.16% Reduce -1.8% 14,522 $1.3M
Sepio Capital, LP 0.10% Reduce -2.6% 14,522 $1.3M
William Howard & Co Financial Advisors Inc 1.16% Add +2.8% 14,457 $1.3M
Howard Wealth Management, LLC 0.70% Reduce -1.2% 14,442 $1.3M
Galvin, Gaustad & Stein, LLC 0.12% Reduce -81.3% 14,347 $1.3M
Sentinel Pension Advisors, LLC 0.24% Reduce -1.7% 14,339 $1.3M
Sincerus Advisory, LLC 1.36% — 14,261 $1.3M
Rwa Wealth Partners, LLC 0.02% Add +2.3% 14,249 $1.3M
Meridian Wealth Management, LLC 0.06% Add +12.7% 14,243 $1.3M
Tortoise Investment Management, LLC 0.13% Add +20.9% 14,225 $1.3M
Mount Lucas Management LP 0.44% Add +0.5% 14,185 $1.3M
DBK Financial Counsel, LLC 1.27% Reduce -5.2% 14,160 $1.3M
Strategic Blueprint, LLC 0.07% Add +1.2% 14,111 $1.3M
L.K. Benson & Company, P.C. 0.88% — 14,088 $1.3M
Argyle Capital Partners, LLC 1.07% — 14,014 $1.2M
Telos Capital Management, Inc. 0.13% Reduce -0.7% 13,972 $1.2M
B&D White Capital Company, LLC 0.21% New 13,931 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +13.7% 13,923 $1.2M
Peoples Financial Services Corp. 0.57% Reduce -0.3% 13,911 $1.2M
Prostatis Group LLC 0.36% Reduce -7.0% 13,877 $1.2M
Vernal Point Advisors, LLC 0.84% No change 13,805 $1.2M
Oxford Financial Group, LTD. LLC 0.08% Add +2.1% 13,791 $1.2M
Warner Financial, Inc. 0.53% Add +10.3% 13,790 $1.2M
Rothschild Investment LLC 0.08% Reduce -0.3% 13,641 $1.2M
Visionary Wealth Advisors 0.07% Add +7.0% 13,557 $1.2M
Sanctuary Wealth Management, L.L.C. 0.80% Reduce -27.5% 13,504 $1.2M
Robinson Value Management, Ltd. 0.79% New 13,498 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -5.1% 13,487 $1.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.30% Add +20.4% 13,471 $1.2M
M Holdings Securities, Inc. 0.19% New 13,432 $1.2M
Motley Fool Wealth Management, LLC 0.06% Add +5.8% 13,470 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -88.5% 13,462 $1.2M
Trinity Legacy Partners, LLC 0.31% Add +0.0% 13,323 $1.2M
Bragg Financial Advisors, Inc 0.05% Add +1.2% 13,303 $1.2M
Cambridge Financial Group, LLC 0.50% Add +2.2% 13,256 $1.2M
Founders Grove Wealth Partners, LLC 0.34% — 13,226 $1.2M
Madden Advisory Services, Inc. 0.55% Add +0.7% 13,213 $1.2M
Private Portfolio Partners LLC 0.22% Add +0.9% 13,191 $1.2M
Windsor Capital Management, LLC 0.35% Reduce -0.5% 13,115 $1.2M
Coordinated Financial Services, Inc. 0.92% — 13,086 $1.2M
Curio Wealth, LLC 0.63% — 13,075 $1.2M
Wealth Dimensions Group, Ltd. 0.29% Add +2.4% 13,075 $1.2M
Apollon Wealth Management, LLC 0.03% Reduce -10.5% 13,068 $1.2M
Laidlaw Wealth Management LLC 0.51% Add +4.3% 13,056 $1.2M
Schneider Downs Wealth Management Advisors, LP 0.22% Add +0.4% 13,053 $1.2M
Orion Capital Management LLC 0.51% Add +14.3% 13,044 $1.2M
CRA Financial Services, LLC 0.20% Add +0.6% 13,017 $1.2M
Northwest Wealth Management, LLC 0.24% Reduce -7.1% 12,971 $1.2M
Eclectic Associates Inc. 0.34% Reduce -1.5% 12,966 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.34% New 12,955 $1.2M
Invesco Ltd. 0.00% Reduce -3.6% 12,937 $1.2M
Magnus Financial Group LLC 0.11% Add +9.5% 12,865 $1.1M
Sierra Capital LLC 0.14% Add +0.1% 12,833 $1.1M
Mather Group, Llc. 0.01% Add +15.8% 12,828 $1.1M
Asset Allocation Strategies LLC 0.27% Add +11.0% 12,511 $1.1M
First Western Trust Bank 0.05% No change 12,778 $1.1M
Verde Capital Management 0.32% Add +8.6% 12,771 $1.1M
Nicolet Advisory Services, LLC 0.10% Add +12.0% 13,291 $1.1M
KMG Fiduciary Partners, LLC 0.09% Reduce -1.1% 12,721 $1.1M
Roof Eidam Maycock Peralta, LLC 0.29% Add +0.1% 12,709 $1.1M
General Partner, Inc. 0.68% No change 12,632 $1.1M
American Trust 0.09% New 12,583 $1.1M
TAP Consulting, LLC 0.23% Add +4.0% 12,582 $1.1M
SMART Wealth LLC 0.40% Add +28.5% 12,542 $1.1M
Endowment Wealth Management, Inc. 0.75% Add +2.6% 12,529 $1.1M
WMS Partners, LLC 0.06% Reduce -0.3% 12,518 $1.1M
Dopkins Wealth Management, LLC 0.56% Add +458.9% 12,429 $1.1M
Ellis Investment Partners, LLC 0.22% Add +4.8% 12,414 $1.1M
Saxon Interests, Inc. 0.48% Add +2.6% 12,370 $1.1M
One Wealth Map LLC 0.67% Add +2.3% 12,015 $1.1M
Nestegg Advisors, Inc. 1.11% — 11,937 $1.1M
Kovack Advisors, Inc. 0.11% Add +6.5% 12,282 $1.1M
Concurrent Investment Advisors, LLC 0.03% Add +1.9% 12,195 $1.1M
Washington Trust Bank 0.10% Add +37.2% 12,180 $1.1M
Arkansas Financial Group, Inc. 0.18% No change 12,176 $1.1M
Hanover Advisors Inc. 0.45% Add +12.7% 12,101 $1.1M
Blue Barn Wealth, LLC 0.57% Add +0.8% 12,088 $1.1M
Foster Group, Inc. 0.04% Reduce -22.7% 12,080 $1.1M
KOM Wealth Management Group, LLC 0.79% Reduce -1.3% 12,038 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -5.5% 12,035 $1.1M
Intellectus Partners, LLC 0.24% Add +16.4% 12,014 $1.1M
Pinnacle Bancorp, Inc. 0.35% Add +13.2% 11,972 $1.1M
North Berkeley Wealth Management, LLC 1.08% — 11,944 $1.1M
Accretive Wealth Partners, LLC 0.45% Reduce -14.8% 11,943 $1.1M
Valley Financial Group, Inc. 0.74% Reduce -4.6% 11,939 $1.1M
Transcendent Capital Group LLC 0.55% Add +4.4% 11,923 $1.1M
Vermillion Wealth Management, Inc. 0.54% — 11,885 $1.1M
Verisail Partners, LLC 0.49% — 11,847 $1.1M
Martel Wealth Advisors LLC 0.21% Reduce -4.6% 11,796 $1.1M
Carolinas Wealth Consulting LLC 0.21% Add +1.5% 11,793 $1.1M
Summit Financial, LLC 0.04% Add +15.7% 11,783 $1.0M
Litman Gregory Wealth Management LLC 0.09% Add +5.4% 11,765 $1.0M
Tocqueville Asset Management L.P. 0.02% Add +26.1% 11,757 $1.0M
Summit Financial Wealth Advisors, LLC 0.20% Add +53.4% 11,590 $1.0M
Wesbanco Bank Inc. 0.04% Reduce -11.0% 11,743 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +6.5% 11,693 $1.0M
MAS Advisors LLC 1.75% Reduce -32.2% 11,692 $1.0M
Argent Trust Co 0.04% Add +8.6% 11,610 $1.0M
Ritholtz Wealth Management 0.03% Reduce -6.6% 11,588 $1.0M
New Republic Capital, LLC 0.67% Reduce -44.4% 11,586 $1.0M
Old National Bancorp 0.02% Reduce -36.7% 11,538 $1.0M
Parkside Financial Bank & Trust 0.14% Reduce -23.8% 11,490 $1.0M
Benchmark Investment Advisors LLC 0.66% Reduce -4.3% 11,410 $1.0M
Causey Wealth LLC 0.59% — 11,349 $1.0M
Bank Ozk 0.42% Reduce -3.1% 11,311 $1.0M
Brio Consultants, LLC 0.16% Add +7.1% 11,293 $1.0M
Integrity Wealth Solutions LLC 0.56% Add +3.2% 11,287 $1.0M
CoreCap Advisors, LLC 0.05% Add +55.2% 11,287 $1.0M
Composition Wealth, LLC 0.02% New 11,272 $1.0M
Matrix Private Capital Group LLC 0.57% No change 11,204 $998K
Orion Porfolio Solutions, LLC 0.01% Reduce -35.1% 11,186 $996K
Orion Portfolio Solutions, LLC 0.01% Reduce -35.1% 11,186 $996K
Voya Financial Advisors, Inc. 0.11% Add +48.4% 11,249 $993K
Curbstone Financial Management Corp 0.21% Reduce -2.6% 11,070 $986K
Piedmont Capital Management, LLC 0.59% Reduce -1.5% 11,093 $979K
ABLE Financial Group, LLC 0.29% Reduce -75.3% 10,990 $979K
Pacific Financial Group Inc. 0.73% Reduce -12.3% 10,987 $979K
Newman Dignan & Sheerar, Inc. 0.25% Reduce -1.9% 10,972 $977K
IHT Wealth Management, LLC 0.03% Reduce -26.2% 10,879 $969K
Acropolis Investment Management, LLC 0.06% Reduce -6.3% 10,871 $968K
Viawealth, LLC 0.58% Add +1.5% 10,839 $966K
Pure Portfolios Holdings LLC 0.36% Add +10.3% 10,767 $959K
Mosaic Family Wealth Partners, LLC 0.14% Reduce -14.4% 10,666 $950K
Simon Quick Advisors, LLC 0.06% Reduce -3.8% 10,658 $949K
North Star Investment Management Corp. 0.07% Add +35.1% 10,597 $944K
Fingerlakes Wealth Management, Inc. 0.76% Add +0.5% 10,585 $943K
Financial Advocates Investment Management 0.05% Add +26.4% 10,582 $943K
Retirement Financial Solutions, LLC 0.51% Reduce -35.6% 10,546 $939K
Edge Capital Group, LLC 0.04% Reduce -100.0% 4 $938K
Sowell Financial Services LLC 0.05% Reduce -78.3% 10,496 $935K
Bouchey Financial Group, Ltd. 0.08% Add +0.0% 10,434 $929K
TPG Advisors LLC 0.72% Add +6.2% 10,355 $922K
Independent Wealth Network Inc. 0.37% Add +6.2% 10,328 $920K
Guidance Capital, Inc. 0.28% Add +10.6% 10,117 $918K
Bluesphere Advisors LLC 0.45% Add +1.8% 10,293 $917K
Newport Capital Group, LLC 0.68% Add +14.4% 10,287 $916K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.35% No change 10,255 $914K
Mustard Seed Financial, LLC 0.74% Reduce -1.0% 10,199 $909K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +72.9% 10,196 $908K
Webster Bank, N. A. 0.10% Reduce -36.7% 10,097 $899K
Five Pine Wealth Management 0.75% — 10,018 $892K
Fsa Wealth Partners, Inc. 0.21% Add +1.4% 9,976 $889K
Forum Financial Management, LP 0.01% Add +1.4% 9,975 $889K
JFS Wealth Advisors, LLC 0.06% Reduce -6.4% 9,940 $885K
Onyx Bridge Wealth Group LLC 0.13% Reduce -2.1% 9,939 $885K
NWF Advisory Services Inc. 0.13% Reduce -15.2% 9,924 $884K
Kelleher Financial Advisors 0.33% Reduce -16.5% 9,881 $880K
Almanack Investment Partners, LLC. 0.13% Reduce -9.7% 9,775 $871K
Chapin Davis, Inc. 0.28% No change 8,906 $868K
L.M. Kohn & Company 0.22% Reduce -13.1% 9,663 $861K
Financial Perspectives, Inc 0.28% Add +4.1% 9,501 $846K
Medallion Wealth Advisors, LLC 0.42% — 9,475 $844K
American Financial Advisors, LLC 0.12% Reduce -1.1% 9,473 $844K
Bedel Financial Consulting, Inc. 0.12% Add +0.3% 9,199 $844K
Fifth Third Securities, Inc. 0.07% Reduce -9.5% 9,469 $844K
BlackRock, Inc. 0.00% Add +66.3% 9,464 $843K
First Financial Corp. 0.39% Add +8.6% 9,341 $832K
Gladstone Institutional Advisory LLC 0.04% Reduce -4.1% 9,323 $830K
Harbor Advisory Corp. 0.27% Reduce -10.0% 9,309 $829K
PFG Investments, LLC 0.05% Add +19.5% 9,305 $829K
Chesapeake Wealth Management 0.28% Add +1.9% 9,300 $828K
Silver Oak Securities, Incorporated 0.08% Add +31.0% 9,368 $827K
Index Fund Advisors, Inc. 0.04% Reduce -4.9% 9,272 $826K
Wealthcare Capital Management LLC 0.08% Reduce -4.3% 9,252 $824K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -17.8% 9,201 $820K
LYNX Capital Group Ltd. 0.47% Reduce -1.2% 9,191 $819K
Glass Jacobson Investment Advisors llc 0.27% Add +2.0% 9,161 $816K
Raab & Moskowitz Asset Management LLC 0.20% Reduce -2.3% 9,141 $814K
Hudock, Inc. 0.14% Reduce -0.8% 9,084 $809K
Dunhill Financial, LLC 0.38% Add +45.5% 9,070 $808K
Allegiance Financial Group Advisory Services LLC 0.26% Add +1.6% 9,030 $804K
Legacy PCG, LLC 0.57% Add +18.9% 9,001 $802K
Smith, Moore & Co. 0.07% Add +3.5% 8,968 $799K
Fairhaven Wealth Management, LLC 0.25% No change 8,951 $797K
City Center Advisors, LLC 0.89% Reduce -21.6% 8,925 $795K
McLean Asset Management Corp 0.24% Add +8.4% 8,919 $795K
Hilltop Holdings Inc. 0.05% Reduce -51.3% 8,808 $785K
Abacus Planning Group, Inc. 0.14% Add +5.3% 8,707 $776K
Hirtle & Co., LLC 0.04% No change 8,683 $773K
Flputnam Investment Management Co. 0.01% Add +0.7% 8,640 $770K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 8,595 $766K
Strata Wealth Advisors, LLC 0.24% Reduce -5.9% 8,557 $762K
Mayflower Financial Advisors, LLC 0.11% Reduce -0.3% 8,549 $762K
Capital Analysts, LLC 0.03% Reduce -0.1% 8,535 $760K
Smith Shellnut Wilson LLC 0.34% No change 8,529 $760K
Westfuller Advisors, LLC 0.48% Add +20.2% 8,515 $759K
San Luis Wealth Advisors LLC 0.14% Add +19.1% 8,504 $758K
Sara-Bay Financial 0.28% Add +0.2% 8,569 $757K
King Luther Capital Management Corp. 0.00% Add +1.7% 8,475 $755K
Ruedi Wealth Management, Inc. 0.24% Reduce -0.3% 8,461 $754K
Avantax Planning Partners, Inc. 0.03% Add +222.6% 8,456 $753K
Topel & Distasi Wealth Management, LLC 0.32% No change 8,414 $750K
Comprehensive Money Management Services LLC 0.61% — 8,348 $744K
Gries Financial LLC 0.13% Reduce -7.1% 8,320 $741K
Quantinno Capital Management LP 0.01% Reduce -1.1% 8,318 $741K
First Bancorp, Inc 0.51% Reduce -7.0% 8,313 $741K
Koshinski Asset Management, Inc. 0.06% Reduce -1.2% 7,011 $739K
Liberty Wealth Management LLC 0.12% Add +6.6% 8,283 $738K
Aptus Capital Advisors, LLC 0.01% Add +1585.3% 8,275 $737K
Fidato Wealth LLC 0.55% Add +0.8% 8,274 $737K
Carrera Capital Advisors 0.17% Add +7.8% 8,229 $733K
Raffa Wealth Management, LLC 0.17% Add +11.3% 8,211 $731K
Pinnacle Family Advisors, LLC 0.35% Add +5.3% 8,208 $731K
Carson Advisory Inc. 0.51% Reduce -1.2% 8,207 $731K
McDaniel Terry & Co. 0.06% Reduce -0.9% 8,200 $730K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -3.1% 8,173 $728K
SOL Capital Management CO 0.08% Reduce -0.2% 8,151 $726K
Upper Left Wealth Management, LLC 0.62% Add +28.9% 8,136 $725K
Godshalk Welsh Capital Management, Inc. 0.46% Reduce -3.0% 8,085 $720K
Gryphon Financial Partners LLC 0.10% Add +7.2% 8,059 $718K
Twin Focus Capital Partners, LLC 0.11% New 8,016 $714K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -11.0% 7,936 $707K
CVA Family Office, LLC 0.11% Add +0.1% 7,935 $707K
First National Bank Sioux Falls 0.30% No change 7,928 $706K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 7,920 $706K
BIP Wealth, LLC 0.05% Reduce -0.5% 7,919 $705K
Annex Advisory Services, LLC 0.02% Reduce -11.5% 7,906 $704K
Ameraudi Asset Management, Inc. 0.39% Add +104.7% 7,879 $702K
O'ROURKE & COMPANY, Inc 0.34% Add +3.5% 7,873 $701K
Daymark Wealth Partners, LLC 0.03% Reduce -4.6% 7,852 $699K
TD Waterhouse Canada Inc. 0.01% Add +54.9% 7,841 $698K
YHB Investment Advisors, Inc. 0.06% Add +1.3% 7,840 $698K
Evercore Wealth Management, LLC 0.01% No change 7,826 $697K
Apella Capital, LLC 0.03% Reduce -5.7% 7,799 $695K
Wealthspire Retirement, LLC 0.05% Add +3.9% 7,777 $693K
Capital Asset Advisory Services LLC 0.03% Reduce -28.1% 7,740 $692K
McElhenny Sheffield Capital Management, LLC 0.23% New 7,762 $691K
IFP Advisors, Inc 0.02% Add +37.4% 7,740 $690K
Sage Investment Counsel LLC 0.90% — 7,733 $689K
Duncker Streett & Co. Inc. 0.13% Reduce -4.7% 7,680 $684K
Werba Rubin Papier Wealth Management 0.16% Reduce -1.9% 7,676 $684K
Key Financial Inc 0.16% Reduce -3.7% 7,674 $684K
Mechanics Bank Trust Department 0.09% Reduce -5.0% 7,619 $679K
MetLife Investment Management, LLC 0.00% Reduce -31.5% 7,600 $677K
Revolve Wealth Partners, LLC 0.10% Add +267.6% 7,599 $677K
Rockingstone Advisors LLC 0.30% Reduce -10.4% 7,587 $676K
Clifford Swan Investment Counsel LLC 0.02% No change 7,556 $673K
Marco Investment Management LLC 0.06% Reduce -1.3% 7,507 $669K
WealthShield Partners, LLC 0.09% Add +8.3% 7,500 $668K
KG Capital Management 0.21% Add +1.4% 7,496 $668K
Trust Co 0.08% Reduce -2.3% 7,489 $667K
Salem Investment Counselors Inc. 0.02% Reduce -46.4% 7,440 $663K
Clifford Group, LLC 0.50% Add +6.4% 7,430 $662K
Cadent Capital Advisors, LLC 0.23% Reduce -17.1% 7,415 $661K
Westside Investment Management, Inc. 0.14% Add +1.6% 7,408 $660K
Vise Technologies, Inc. 0.05% Add +16.8% 7,358 $655K
Trust Co. of Vermont 0.03% Add +46.5% 7,355 $655K
AQR Capital Management 0.00% Add +12.0% 7,332 $653K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Add +6.3% 7,310 $651K
Loudon Investment Management, LLC 0.37% No change 7,295 $650K
Towerpoint Wealth, LLC 0.32% Reduce -0.2% 7,295 $650K
Caldwell Trust Co 0.07% Reduce -15.1% 7,281 $649K
Capital Insight Partners, LLC 0.11% Reduce -3.6% 7,268 $647K
Level Four Advisory Services, LLC 0.03% Add +5.4% 7,265 $647K
Kennebec Savings Bank 0.65% Reduce -0.0% 7,461 $646K
AMG National Trust Bank 0.02% Reduce -12.3% 7,305 $645K
Wiser Advisor Group LLC 0.94% Add +4.7% 7,223 $643K
Richardson Financial Services Inc. 0.45% Reduce -4.2% 7,280 $643K
Uptown Financial Advisors LLC 0.69% — 7,192 $641K
Mason Investment Advisory Services, Inc. 0.04% Add +4.6% 7,177 $639K
Central Bank & Trust Co. 0.10% No change 7,156 $637K
Certuity, LLC 0.07% Reduce -0.5% 7,153 $637K
Ascentis Independent Advisors 0.12% Reduce -3.6% 7,147 $637K
Private Trust Co. NA 0.07% Reduce -0.2% 7,146 $637K
International Assets Investment Management, LLC 0.05% Reduce -70.1% 7,205 $636K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -10.1% 7,095 $632K
Symmetry Partners, LLC 0.09% New 7,068 $630K
Bfsg, LLC 0.07% Reduce -5.0% 7,065 $629K
Advisors Capital Management, LLC 0.01% Add +2.7% 7,047 $628K
Western Wealth Management, LLC 0.03% Add +9.6% 7,014 $625K
Farmers Trust Co. 0.12% Add +32.6% 6,979 $622K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -15.2% 6,964 $620K
Wealth Effects LLC 0.22% Add +1.2% 6,960 $620K
Sandy Spring Bank 0.03% Reduce -4.3% 6,930 $617K
Mission Creek Capital Partners, Inc. 0.13% Add +7.9% 6,922 $617K
First National Bank of Hutchinson 0.37% No change 6,840 $609K
Greenleaf Trust 0.01% Reduce -0.0% 6,821 $608K
Watts Gwilliam & Co., LLC 0.13% Reduce -9.6% 6,942 $607K
Glen Eagle Advisors, LLC 0.10% Reduce -5.7% 6,808 $606K
Centaurus Financial, Inc. 0.04% Reduce -62.4% 6,804 $606K
First Hawaiian Bank 0.02% Reduce -11.4% 6,788 $605K
Allen Investment Management, LLC 0.01% No change 6,781 $604K
Titleist Asset Management, LLC 0.07% New 6,750 $601K
Mechanics Financial Corp 0.27% No change 6,724 $599K
TFB Advisors LLC 0.17% Add +11.7% 6,641 $592K
Community Bank, N.A. 0.08% Reduce -2.2% 6,640 $591K
BLB&B Advisors, LLC 0.03% Add +151.5% 6,636 $591K
Optimist Retirement Group LLC 0.28% Reduce -1.2% 6,632 $591K
Lantern Wealth Advisors, LLC 0.38% Reduce -0.0% 6,607 $589K
Fisher Asset Management 0.00% Add +37.7% 6,591 $587K
Piscataqua Savings Bank 0.50% Reduce -0.7% 6,592 $587K
Mutual Advisors, LLC 0.02% Reduce -19.6% 6,541 $587K
Arrow Financial Corp 0.06% Add +1.1% 6,579 $586K
Cypress Capital Group 0.07% Add +21.7% 6,565 $585K
Csenge Advisory Group 0.03% Reduce -19.8% 6,532 $582K
Certified Advisory Corp 0.06% Reduce -9.2% 6,531 $582K
Sovereign Financial Group, Inc. 0.13% Add +4.4% 6,497 $579K
Canandaigua National Trust Co of Florida 0.45% Reduce -2.2% 6,437 $573K
MainStreet Investment Advisors LLC 0.08% Add +3.6% 6,408 $571K
Heritage Trust Co 0.07% — 6,381 $568K
Farrell Financial LLC 0.41% Add +0.9% 6,378 $568K
Financial Life Planners 0.48% — 6,373 $568K
CJM Wealth Advisers, Ltd. 0.19% Add +9.4% 6,351 $566K
NCM Capital Management, LLC 0.25% Add +0.2% 6,293 $561K
Cushing Capital Partners, LLC 0.54% — 6,292 $560K
TABR Capital Management, LLC 0.49% — 6,269 $558K
Merriman Wealth Management, LLC 0.02% Add +5.5% 6,237 $556K
Portland Financial Advisors Inc 1.49% — 6,228 $555K
Belpointe Asset Management LLC 0.03% Add +1.1% 5,815 $552K
Bridges Investment Management Inc. 0.01% No change 6,178 $550K
Libra Wealth LLC 0.21% No change 6,165 $549K
Aprio Wealth Management, LLC 0.08% New 6,164 $549K
North Ridge Wealth Advisors, Inc. 0.38% Reduce -7.8% 6,158 $549K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.3% 6,130 $546K
Greenwich Wealth Management LLC 0.04% No change 6,134 $546K
Opus Capital Group, LLC 0.07% Reduce -0.7% 6,113 $545K
DF Dent & Co. Inc. 0.01% No change 6,079 $542K
Diligent Investors, LLC 0.12% Add +0.2% 6,079 $542K
Trust Co. of Oklahoma 0.17% Add +3.1% 6,038 $538K
Lam Group, Inc. 0.38% Add +3.0% 6,030 $537K
Jim Saulnier & Associates, LLC 0.46% Add +36.2% 6,022 $536K
Arbor Wealth Advisors LLC 0.48% No change 6,000 $534K
Advocate Group LLC 0.10% Reduce -19.5% 5,965 $531K
Founders Financial Securities LLC 0.05% Reduce -10.5% 5,964 $531K
Natixis 0.00% Reduce -0.2% 5,950 $530K
Rehmann Capital Advisory Group 0.03% Add +2.4% 5,931 $528K
Perkins Coie Trust Co 0.12% Add +43.3% 5,921 $527K
Principal Securities, Inc. 0.01% Reduce -34.0% 5,904 $526K
Quotient Wealth Partners, LLC 0.02% Add +6.8% 5,859 $522K
J. Safra Sarasin Holding AG 0.01% New 5,850 $521K
Money Concepts Capital Corp. 0.04% Add +21.2% 5,847 $521K
Cozad Asset Management Inc. 0.05% Add +2.2% 5,833 $520K
Farmers National Bank 0.15% — 5,808 $517K
Schnieders Capital Management LLC 0.10% No change 5,808 $517K
Riverbridge Partners LLC 0.01% New 5,791 $516K
S.A. Mason LLC 0.27% No change 5,767 $514K
Ironwood Investment Counsel, LLC 0.09% Reduce -8.3% 5,729 $510K
Bryant Woods Investment Advisors, LLC 0.25% Reduce -1.6% 5,712 $509K
Heritage Wealth Advisors 0.03% No change 5,709 $509K
First Interstate Bank 0.03% Reduce -10.9% 5,697 $507K
Barrett & Company, Inc. 0.21% Add +0.3% 5,681 $506K
Boltwood Capital Management 0.15% Reduce -1.7% 5,656 $504K
Parker Financial LLC 0.25% Reduce -22.2% 5,626 $501K
NorthRock Partners, LLC 0.02% Reduce -0.2% 5,626 $501K
Patton Albertson Miller Group, LLC 0.07% Reduce -0.0% 5,614 $500K
Diversify Advisory Services, LLC 0.03% Reduce -25.7% 5,838 $499K
Schonfeld Strategic Advisors LLC 0.00% New 5,580 $497K
Cardinal Point Capital Management ULC 0.08% Reduce -18.8% 5,578 $497K
Bank of Marin 0.39% Add +1.9% 5,577 $497K
Mayport, LLC 0.15% Add +41.2% 5,568 $496K
Elevation Wealth Partners, LLC 0.21% Add +2.0% 5,559 $495K
Quantum Financial Planning Services, Inc. 0.27% — 5,555 $495K
Jordan Park Trust Co LLC 0.41% — 5,517 $491K
Cladis Investment Advisory, LLC 0.35% New 5,509 $491K
Hillcrest Wealth Advisors - NY, LLC 0.23% No change 5,500 $490K
Simplicity Wealth,LLC 0.10% Reduce -60.9% 5,485 $489K
Motco 0.05% Reduce -0.1% 5,484 $489K
DKM Wealth Management, Inc. 0.46% — 5,476 $488K
Affinity Capital Advisors, LLC 0.09% Reduce -18.7% 5,543 $485K
Bray Capital Advisors 0.13% Add +0.2% 5,436 $484K
Canal Capital Management, LLC 0.08% No change 5,432 $484K
Clear Investment Research, LLC 0.61% Add +5.6% 5,353 $477K
Fiducient Advisors LLC 0.06% Reduce -59.1% 5,320 $474K
Estate Counselors, LLC 0.05% Reduce -92.5% 5,300 $472K
Brown Financial Advisory 0.34% No change 5,288 $471K
Avalon Trust Co 0.03% Reduce -1.5% 5,285 $471K
Balanced Rock Investment Advisors LLC 0.37% Reduce -58.8% 5,267 $469K
Jmac Enterprises LLC 0.07% Reduce -1.0% 5,254 $468K
Eagle Strategies LLC 0.08% Add +1.3% 5,244 $467K
ROI Financial Advisors, LLC 0.32% Reduce -2.8% 5,240 $467K
Exchange Bank 0.37% Reduce -10.7% 5,204 $464K
Modern Wealth Management, LLC 0.02% Add +7.5% 5,198 $463K
Quadrant Private Wealth Management, LLC 0.11% Add +0.5% 5,183 $462K
Invictus Private Wealth, LLC 0.04% Reduce -5.5% 5,169 $460K
Claro Advisors Inc. 0.06% Add +7.9% 5,167 $460K
Samalin Investment Counsel, LLC 0.20% Reduce -3.4% 5,151 $459K
Bradley Foster & Sargent Inc. 0.01% Reduce -18.7% 5,141 $458K
Greenland Capital Management LP 0.09% New 5,134 $457K
RS Crum Inc. 0.11% No change 5,130 $457K
Indiana Trust & Investment Management Co 0.16% Reduce -11.5% 5,118 $456K
True North Advisors, LLC 0.11% New 5,117 $456K
Opulen Financial Group LLC 0.41% — 5,116 $456K
Sage Capital Management, LLC 0.23% Add +1.5% 5,107 $455K
Stablepoint Partners, LLC 0.08% Add +2.7% 5,102 $454K
First Heartland Consultants, Inc. 0.05% Reduce -4.0% 5,094 $454K
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 0.46% Reduce -8.6% 5,082 $453K
Kearns & Associates LLC 0.29% Add +0.3% 5,069 $452K
MontVue Capital Management, Inc. 0.34% No change 5,069 $452K
GFS Advisors, LLC 0.07% New 5,060 $451K
Clarius Group, LLC 0.03% No change 5,057 $450K
Magnolia Private Wealth, LLC 0.40% — 5,042 $449K
Alexander Labrunerie & Co., Inc. 0.20% No change 5,036 $449K
Auour Investments LLC 0.16% Add +1.7% 4,936 $447K
Earned Wealth Advisors, LLC 0.14% Add +15.4% 5,014 $447K
Select Asset Management & Trust 0.17% No change 5,003 $446K
Edge Wealth Management LLC 0.09% No change 5,000 $445K
Foundations Investment Advisors, LLC 0.01% Reduce -1.2% 4,987 $444K
Pennington Partners & Co., LLC 0.22% — 4,972 $443K
Sunpointe, LLC 0.22% Add +42.8% 4,952 $441K
Keystone Financial Planning, Inc. 0.14% No change 4,942 $440K
Horan Securities, Inc. 0.17% Add +1.6% 4,939 $440K
Tompkins Financial Corp. 0.04% Reduce -3.9% 4,934 $440K
Northeast Investment Management 0.02% Reduce -1.0% 4,930 $439K
Essex Financial Services, Inc. 0.03% Add +6.7% 4,899 $436K
Nikulski Financial, Inc. 0.13% No change 4,878 $435K
James J. Burns & Company, LLC 0.08% Add +0.1% 4,878 $434K
E&G Advisors, LLC 0.12% Add +6.6% 4,867 $434K
XTX Topco Ltd 0.04% New 4,863 $433K
WorthPointe, LLC 0.18% New 4,859 $433K
Petra Financial Advisors Inc. 0.29% Add +0.1% 4,824 $430K
Red Mountain Financial, LLC 0.46% Reduce -4.2% 4,808 $428K
Partners Wealth Management, LLC 0.49% — 4,802 $428K
Vannoy Advisory Group, Inc. 0.32% Reduce -16.1% 4,794 $427K
Avidian Wealth Enterprises, LLC 0.02% Reduce -3.3% 4,789 $427K
Davis R M Inc. 0.01% Add +5.1% 4,783 $426K
Savvy Advisors, Inc. 0.05% Add +23.6% 4,782 $426K
Cobblestone Capital Advisors LLC 0.02% Add +4.8% 4,770 $425K
Mendel Money Management 0.19% Reduce -6.3% 4,764 $424K
Kuhn & Co Investment Counsel 0.36% Reduce -37.4% 4,751 $423K
First International Bank & Trust 0.14% No change 4,734 $422K
Sachetta, LLC 0.17% Reduce -4.3% 4,712 $420K
Tenret Co LLC 0.26% No change 4,710 $420K
Venture Visionary Partners LLC 0.02% Reduce -28.1% 4,702 $419K
Wilson & Boucher Capital Management, LLC 0.30% Reduce -2.1% 4,700 $419K
Colonial Trust Co / SC 0.06% Add +6.3% 4,675 $416K
Goelzer Investment Management, Inc. 0.02% Reduce -6.5% 4,672 $416K
Manske Wealth Management 0.17% — 4,662 $415K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -10.5% 4,659 $415K
McNaughton Wealth Management, LLC 0.20% Add +0.9% 4,651 $414K
Northwest Bancshares, Inc. 0.08% Reduce -0.4% 4,643 $414K
Patten Group, Inc. 0.09% Reduce -0.5% 4,639 $413K
Northern Capital Management, Inc. 0.25% No change 4,623 $412K
ProVise Management Group, LLC 0.04% Reduce -7.2% 4,619 $411K
Peak Financial Management, Inc. 0.12% Add +0.9% 4,606 $410K
Sava Infond d.o.o. 0.07% — 4,600 $410K
Legacy Capital Wealth Partners, LLC 0.10% Add +38.3% 4,555 $406K
Mosaic Financial Group, LLC 0.29% Add +2.4% 4,549 $405K
Ausdal Financial Partners, Inc. 0.03% Add +49.1% 4,532 $404K
Kirtland Hills Capital Management, LLC 0.26% Add +13.8% 4,527 $403K
Boston Trust Walden Corp 0.00% No change 4,522 $403K
Platform Technology Partners 0.12% Add +17.7% 4,508 $402K
Woodward Diversified Capital, LLC 0.30% Reduce -56.8% 4,508 $402K
Howard Financial Services, LTD. 0.05% Add +1.8% 4,506 $401K
New Century Financial Group, LLC 0.17% Reduce -1.5% 4,466 $399K
Crestwood Advisors Group, LLC 0.01% Reduce -59.9% 4,479 $399K
SteelPeak Wealth, LLC 0.02% Add +21.9% 4,464 $398K
Silverlake Wealth Management LLC 0.15% Reduce -0.4% 4,462 $397K
Next Capital Management LLC 0.16% Reduce -68.6% 4,460 $397K
Apollon Financial, LLC 0.10% New 4,457 $397K
Occidental Asset Management, LLC 0.06% Reduce -6.9% 4,453 $397K
XML Financial, LLC 0.04% No change 4,442 $396K
Fort Sheridan Advisors LLC 0.06% Reduce -29.3% 4,411 $393K
Angeles Wealth Management, LLC 0.03% Add +0.1% 4,407 $393K
Clark Asset Management, LLC 0.07% Add +43.2% 4,381 $390K
Benjamin Edwards Inc. 0.01% Add +0.6% 4,379 $390K
Strategic Financial Planning, Inc. 0.26% Add +0.1% 4,350 $387K
Hexagon Capital Partners LLC 0.07% Reduce -0.1% 4,348 $387K
Postrock Partners LLC 0.19% — 4,335 $386K
Cornerstone Select Advisors, LLC 0.37% — 4,313 $384K
USA Financial Formulas 0.06% Reduce -10.3% 4,306 $384K
Professional Advisory Services Inc. 0.05% No change 4,336 $383K
SlateStone Wealth, LLC 0.04% New 4,303 $383K
HM Payson & Co. 0.01% Reduce -3.9% 4,289 $382K
Fidelity D & D Bancorp Inc. 0.25% No change 4,270 $380K
Facet Wealth, Inc. 0.01% Reduce -19.2% 4,141 $379K
Davidson Trust Co. 0.20% No change 4,256 $379K
Private Client Services, LLC 0.20% Add +14.3% 4,254 $379K
Vawter Financial, Ltd. 0.23% Add +26.1% 4,250 $379K
Berkeley Capital Partners, LLC 0.11% Reduce -3.6% 4,245 $378K
Chatham Capital Group, Inc. 0.06% No change 4,245 $378K
First Commonwealth Financial Corp 0.09% No change 4,226 $376K
Paces Ferry Wealth Advisors, LLC 0.18% Add +1.5% 4,221 $376K
First National Trust Co 0.01% Add +1.5% 4,220 $376K
Trivium Point Advisory, LLC 0.05% New 4,209 $375K
Cascade Wealth Advisors, Inc 0.25% Reduce -10.4% 4,190 $373K
FineMark National Bank & Trust 0.01% No change 4,189 $373K
Latitude Advisors, LLC 0.21% Reduce -21.6% 4,177 $372K
Elevation Capital Advisory, LLC 0.16% New 4,164 $371K
Busey Bank 0.01% Reduce -1.6% 4,157 $370K
Wick Capital Partners, LLC 0.11% Reduce -1.2% 4,153 $370K
Ascent Group, LLC 0.03% Reduce -19.1% 4,141 $369K
Alpine Global Management, LLC 0.12% New 4,134 $368K
Cary Street Partners Financial LLC 0.01% — 4,122 $367K
B.O.S.S. Retirement Advisors, LLC 0.10% New 4,121 $367K
SWS Partners 0.11% Reduce -47.6% 4,096 $365K
SkyOak Wealth, LLC 0.08% No change 4,091 $364K
Regent Peak Wealth Advisors LLC 0.08% Reduce -3.5% 4,074 $363K
Roger Wittlin Investment Advisory, LLC 0.20% Add +1.8% 4,072 $363K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 4,060 $362K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +76.6% 4,057 $362K
Future Financial Wealth Managment LLC 0.26% Add +2.4% 4,027 $359K
Marino, Stram & Associates LLC 0.08% No change 4,024 $358K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.8% 4,014 $358K
Unionview, LLC 0.26% Add +0.7% 4,013 $358K
Logan Stone Capital, LLC 0.12% Reduce -93.4% 4,002 $356K
GAMCO Investors 0.00% Reduce -96.6% 4,000 $356K
Investor's Fiduciary Advisor Network, LLC 0.14% — 4,001 $356K
Jackson Creek Investment Advisors LLC 0.11% Reduce -5.0% 3,986 $355K
Orleans Capital Management Corp. 0.20% Reduce -6.7% 3,850 $354K
Greykasell Wealth Strategies, Inc. 0.20% — 3,956 $352K
Eagle Bluffs Wealth Management LLC 0.19% Reduce -11.0% 3,947 $352K
Essex LLC 0.07% Reduce -27.7% 3,939 $351K
Moloney Securities Asset Management, LLC 0.05% Add +0.1% 3,903 $348K
American National Bank & Trust 0.04% Reduce -24.3% 3,896 $347K
Seascape Capital Management 0.12% No change 3,862 $344K
Northwest Financial Advisors 0.28% Add +351.1% 3,857 $344K
RiverGlades Family Offices LLC 0.25% Add +9.7% 3,856 $343K
Madison Wealth Partners, Inc 0.10% Add +0.1% 3,853 $343K
Mainsail Financial Group, LLC 0.20% Reduce -31.4% 3,843 $342K
Objective Capital Management, LLC 0.23% Add +0.3% 3,834 $341K
Beckerman Institutional, LLC 0.27% Add +18.6% 3,818 $340K
Mattern Capital Management, LLC 0.04% No change 3,815 $340K
Jefferies Financial Group Inc. 0.00% No change 3,784 $337K
Oak Wealth Advisors LLC 0.26% — 3,770 $336K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -0.2% 3,765 $335K
Sage Mountain Advisors LLC 0.02% Add +1432.2% 3,754 $334K
Morris Financial Concepts, Inc. 0.14% Reduce -27.4% 3,750 $334K
Stratos Investment Management, LLC 0.02% Reduce -34.9% 3,733 $333K
Perissos Private Wealth Management, LLC 0.25% Add +0.1% 3,722 $332K
Faithward Advisors, LLC 0.06% Reduce -15.4% 3,706 $330K
Diversified Trust Co. 0.01% No change 3,706 $330K
TD Capital Management LLC 0.03% Add +1.8% 3,701 $330K
GWN Securities Inc. 0.09% — 3,634 $330K
Meridian Investment Counsel Inc. 0.10% No change 3,698 $329K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -6.4% 3,689 $329K
Wealthstream Advisors, Inc. 0.06% Add +0.6% 3,677 $328K
Windward Private Wealth Management Inc. 0.13% Reduce -3.8% 3,676 $327K
Marcum Wealth, LLC 0.03% Reduce -93.2% 3,652 $325K
Ballast, Inc. 0.09% No change 3,650 $325K
Forza Wealth Management, LLC 0.15% No change 3,643 $325K
Great Valley Advisor Group, Inc. 0.01% Reduce -18.1% 3,644 $324K
Burk Holdings LLC 0.26% — 3,628 $323K
Duncan Williams Asset Management, LLC 0.13% Add +10.6% 3,628 $323K
McGlone Suttner Wealth Management, Inc. 0.05% Add +29.7% 3,610 $322K
Prosperity Planning, Inc. 0.15% No change 3,608 $321K
Strategic Financial Partners, Ltd. 0.16% Add +0.2% 3,597 $320K
Stockman Wealth Management, Inc. 0.05% Add +3.1% 3,591 $320K
Moseley Investment Management Inc. 0.12% Add +3.9% 3,589 $320K
Poehling Capital Management, INC. 0.08% Add +1.8% 3,589 $320K
FAS Wealth Partners, Inc. 0.03% Reduce -57.0% 3,586 $319K
Fee-Only Financial Planning, L.C. 0.21% Reduce -10.0% 3,586 $319K
Atwater Malick LLC 0.11% No change 3,555 $317K
Guidance Point Advisors, LLC 0.09% Add +19.6% 3,550 $316K
Olde Wealth Management, LLC 0.11% No change 3,551 $316K
LaSalle St. Investment Advisors, LLC 0.10% Add +9.6% 3,553 $316K
Instrumental Wealth, LLC 0.30% Reduce -51.2% 3,427 $314K
Resolute Advisors LLC 0.06% Reduce -21.7% 3,524 $314K
First County Bank 0.17% Add +42.6% 3,505 $312K
PKS Advisory Services, LLC 0.08% — 3,500 $312K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +3.6% 3,499 $312K
Linscomb Wealth, Inc. 0.02% Reduce -0.8% 3,497 $312K
Gold Investment Management Ltd. 0.13% Add +0.7% 3,489 $311K
Coppell Advisory Solutions LLC 0.04% Add +17.8% 3,519 $311K
Wood Tarver Financial Group, LLC 0.10% — 3,480 $309K
RFP Financial Group LLC 0.12% Reduce -49.3% 3,465 $309K
IFC Advisors LLC 0.07% — 3,461 $308K
Capital City Trust Co. 0.08% No change 3,449 $307K
Elite Financial, Inc. 0.17% — 3,446 $307K
McNamara Financial Services, Inc. 0.07% Reduce -0.9% 3,440 $306K
Blossom Wealth Management 0.59% Add +7.3% 3,432 $306K
Ironwood Financial, llc 0.06% Reduce -6.8% 3,423 $305K
Financial Freedom, LLC 0.16% Add +0.9% 3,397 $303K
Embree Financial Group 0.05% Add +1.0% 3,395 $302K
IVC Wealth Advisors LLC 0.17% Reduce -1.2% 3,380 $301K
Evolution Wealth Advisors, LLC 0.05% Add +21.1% 3,360 $299K
Synergy Financial Group, LTD 0.25% No change 3,345 $298K
Headinvest, LLC 0.06% No change 3,332 $297K
Sound View Wealth Advisors Group, LLC 0.02% Add +45.5% 3,307 $295K
Arrowroot Family Office, LLC 0.15% Add +4.1% 3,303 $294K
AssuredPartners Investment Advisors, LLC 0.06% — 3,294 $293K
Charter Oak Capital Management, LLC 0.03% Reduce -8.2% 3,292 $293K
Pinney & Scofield, Inc. 0.22% — 3,278 $292K
Keystone Financial Group 0.03% Reduce -2.3% 3,275 $292K
Life Planning Partners, Inc 0.27% Add +0.1% 3,274 $292K
Financial Insights, Inc. 0.11% Reduce -23.4% 3,272 $291K
Anson Capital, Inc. 0.25% Reduce -8.3% 3,273 $291K
Burling Wealth Partners, LLC 0.06% — 3,260 $290K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $290K
M1 Capital Management LLC 0.16% — 3,255 $290K
Boston Financial Mangement LLC 0.01% New 3,244 $289K
Lowe Wealth Advisors, LLC 0.12% Add +31.9% 3,233 $288K
Cannon Financial Strategists, Inc. 0.05% Add +14.7% 3,231 $288K
Bar Harbor Wealth Management 0.02% Add +6.4% 3,229 $288K
Insight Advisors, LLC/ PA 0.05% Reduce -4.5% 3,245 $287K
T. Rowe Price Associates Inc. 0.00% Reduce -28.9% 3,204 $286K
Wealth Architects, LLC 0.03% Reduce -4.1% 3,209 $286K
Equita Financial Network, Inc. 0.10% Reduce -3.2% 3,199 $285K
Horan Capital Advisors, LLC. 0.10% No change 3,198 $285K
Stegent Equity Advisors, Inc. 0.29% Add +18.9% 3,188 $284K
Cooper/Haims Advisors, LLC 0.16% No change 3,163 $282K
Colony Family Offices, LLC 0.09% No change 3,159 $281K
Stonebridge Financial Group, LLC 0.03% — 3,159 $281K
StoneX Group Inc. 0.02% Add +44.4% 3,146 $280K
Fortis Capital Management LLC 0.05% New 3,145 $280K
Sage Rhino Capital LLC 0.06% No change 3,123 $278K
Anchor Capital Advisors LLC 0.01% No change 3,120 $278K
PBMares Wealth Management LLC 0.06% Reduce -0.7% 3,116 $278K
Tandem Capital Management Corp. 0.15% Reduce -8.3% 3,110 $277K
AllSquare Wealth Management LLC 0.16% Reduce -0.6% 3,107 $277K
Bard Associates Inc. 0.09% New 3,107 $277K
Oceanside Advisors LLC 0.21% Add +19.1% 3,098 $276K
Cassady Schiller Wealth Management, LLC 0.10% Reduce -9.8% 3,092 $275K
Valeo Financial Advisors, LLC 0.01% Reduce -13.1% 3,090 $275K
Tyler-Stone Wealth Management 0.05% Add +0.3% 3,084 $275K
Birchcreek Wealth Management, LLC 0.17% Add +0.1% 3,042 $271K
Paulson Wealth Management Inc. 0.07% Reduce -13.8% 3,039 $271K
Axis Wealth Partners, LLC 0.23% — 3,031 $270K
Hoxton Planning & Management, LLC 0.10% Add +5.4% 3,028 $270K
Columbia Bank 0.09% Add +2.1% 3,085 $270K
Paladin Advisory Group, LLC 0.21% Reduce -2.2% 3,023 $269K
Harbour Capital Advisors, LLC 0.06% No change 3,000 $268K
SFG Wealth Management, LLC. 0.14% Add +45.5% 3,000 $267K
Transatlantique Private Wealth LLC 0.10% No change 3,000 $267K
Lincoln Capital LLC 0.06% No change 3,000 $267K
Heritage Family Offices, LLP 0.13% Reduce -10.4% 2,998 $267K
Delta Capital Management LLC 0.15% New 3,000 $267K
American Money Management, LLC 0.05% Add +2.8% 2,994 $267K
TCP Asset Management, LLC 0.06% Reduce -96.6% 2,993 $267K
First Trust Advisors LP 0.00% New 2,992 $267K
Morton Brown Family Wealth, LLC 0.09% No change 2,984 $266K
Bristlecone Advisors, LLC 0.02% Reduce -19.1% 2,972 $265K
Seneschal Advisors, LLC 0.22% — 2,966 $264K
Sheets Smith Wealth Management 0.03% Reduce -14.8% 2,963 $264K
FreeGulliver LLC 0.14% Reduce -2.6% 2,937 $262K
Murphy & Mullick Capital Management Corp 0.24% — 2,933 $261K
Moors & Cabot, Inc. 0.01% Reduce -17.0% 2,930 $261K
Red Lighthouse Investment Management, LLC 0.10% No change 2,929 $261K
Perennial Investment Advisors, LLC 0.03% Add +19.1% 2,929 $261K
Granite FO LLC 0.15% No change 2,924 $260K
Iron Horse Wealth Management, LLC 0.09% Reduce -9.9% 2,915 $260K
German American Bancorp, Inc. 0.03% Reduce -3.3% 2,914 $260K
Wellington Shields Capital Management, LLC 0.05% Reduce -7.9% 2,900 $258K
Hopwood Financial Services, Inc. 0.20% — 2,895 $258K
Roehl & Yi Investment Advisors, LLC 0.14% — 9,201 $258K
Sprinkle Financial Consultants LLC 0.17% Add +1.8% 2,886 $257K
Knollwood Investment Advisory, LLC 0.03% No change 2,877 $256K
Affiance Financial, LLC 0.06% Reduce -21.1% 2,874 $256K
Jupiter Wealth Management LLC 0.13% No change 2,874 $256K
Inspirion Wealth Advisors, LLC 0.04% Reduce -20.1% 2,923 $256K
Davis Capital Management 0.21% Add +0.6% 2,870 $256K
Cranbrook Wealth Management, LLC 0.06% Reduce -1.7% 2,868 $255K
Leeward Financial Partners, LLC 0.09% Reduce -31.0% 2,864 $255K
Proffitt & Goodson Inc. 0.04% No change 2,861 $255K
Aua Capital Management, LLC 0.16% No change 2,845 $253K
Ade, LLC 0.16% Add +0.0% 2,842 $253K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -2.5% 2,837 $253K
Ignite Planners, LLC 0.06% Reduce -2.3% 2,823 $253K
Tobias Financial Advisors, Inc. 0.05% New 2,825 $252K
Alexander Randolph Advisory, Inc. 0.23% No change 2,821 $251K
Quad-Cities Investment Group, LLC 0.12% Add +30.2% 2,817 $251K
Cascade Investment Group, Inc. 0.18% Reduce -1.2% 2,813 $251K
ETF Store, Inc. 0.31% Add +2.5% 2,811 $250K
Phoenix Financial Ltd. 0.00% New 2,819 $250K
McAdam, LLC 0.01% Reduce -6.7% 2,795 $249K
RBA Wealth Management, LLC 0.09% Add +13.5% 2,791 $249K
Compass Financial Group, INC 0.05% Reduce -4.5% 2,790 $249K
Bensler, LLC 0.03% Add +2.1% 2,790 $249K
Landmark Wealth Management, LLC 0.11% Add +0.1% 2,782 $248K
Fort Washington Investment Advisors Inc. 0.00% No change 2,777 $247K
Safeguard Financial, LLC 0.05% Reduce -35.1% 2,758 $246K
Joseph P. Lucia & Associates, LLC 0.11% Add +6.7% 2,753 $245K
Melfa Wealth Management, Inc. 0.16% Add +3.2% 2,739 $244K
RDA Financial Network 0.07% Reduce -12.4% 2,738 $244K
MorganRosel Wealth Management, LLC 0.08% Add +1.1% 2,735 $244K
W.H. Cornerstone Investments Inc. 0.16% Add +1.7% 2,721 $242K
Ledyard National Bank 0.02% Reduce -3.5% 2,719 $242K
Van Hulzen Asset Management, LLC 0.02% Add +12.2% 2,715 $242K
Capstone Wealth Management Group LLC 0.18% — 2,701 $241K
Beacon Financial Group 0.03% No change 2,677 $238K
Center for Financial Planning, Inc. 0.03% No change 2,671 $238K
Capital Advisors Inc. 0.00% Add +9.4% 2,670 $238K
Keudell/Morrison Wealth Management 0.06% New 2,652 $236K
Old North State Trust, LLC 0.15% No change 2,645 $236K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 2,570 $236K
PFG Advisors 0.01% Reduce -9.8% 2,640 $235K
Vident Advisory, LLC 0.00% New 2,636 $235K
SC&H Financial Advisors, Inc. 0.05% Add +1.5% 2,635 $235K
Brickley Wealth Management 0.05% Add +9.0% 2,630 $234K
Gemmer Asset Management LLC 0.02% Add +1.8% 2,629 $234K
Covestor Ltd 0.15% Add +3.4% 2,621 $234K
SigFig Wealth Management, LLC 0.01% Add +9.9% 2,696 $233K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 2,614 $233K
Forum Private Client Group LLC 0.10% Reduce -8.1% 2,611 $233K
First National Advisers, LLC 0.04% New 2,595 $231K
Smith & Howard Wealth Management, LLC 0.07% No change 2,578 $230K
J.Safra Asset Management Corp 0.02% New 2,600 $230K
Kendall Capital Management 0.07% No change 2,574 $229K
Lokken Investment Group LLC 0.10% Reduce -0.5% 2,569 $229K
Trust Point Inc. 0.02% No change 2,554 $228K
QRG Capital Management, Inc. 0.00% Add +1.7% 2,546 $227K
Strategic Wealth Partners, Ltd. 0.02% New 2,456 $226K
Lee Danner & Bass Inc. 0.02% Add +9.4% 2,534 $226K
Pasadena Private Wealth, LLC 0.05% Add +0.5% 2,530 $225K
HBC Financial Services, PLLC 0.14% Add +0.1% 2,527 $225K
Panoramic Investment Advisors, LLC 0.15% Reduce -6.6% 2,524 $225K
SwitchPoint Financial Planning, LLC 0.21% — 2,508 $223K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 2,500 $223K
Courier Capital LLC 0.02% No change 2,500 $223K
Columbia River Financial Group, LLC 0.15% — 2,495 $222K
Allegheny Financial Group 0.06% Add +12.7% 2,490 $222K
Kraft Asset Management, LLC 0.17% Reduce -1.9% 2,523 $222K
Aspen Grove Capital, LLC 0.05% No change 2,480 $221K
Lodestone Wealth Management LLC 0.11% Reduce -5.0% 2,479 $221K
Aviso Wealth Management 0.11% No change 2,461 $219K
SevenBridge Financial Group, LLC 0.04% No change 2,383 $219K
BlueStem Wealth Partners, LLC 0.03% — 2,461 $219K
Citizens National Bank Trust Department 0.05% No change 2,460 $219K
Chesley Taft & Associates LLC 0.01% Add +2.6% 2,455 $219K
St Germain D J Co. Inc. 0.01% Reduce -1.2% 2,450 $218K
Valley National Advisers Inc. 0.04% No change 2,423 $215K
Romano Brothers and Company 0.03% Reduce -5.8% 2,412 $215K
Patten & Patten Inc. 0.01% No change 2,407 $214K
CGC Financial Services, LLC 0.09% Reduce -30.3% 2,405 $214K
Mine & Arao Wealth Creation & Management, LLC. 0.10% Reduce -20.6% 2,381 $212K
Hill Investment Group Partners, LLC 0.03% New 2,377 $212K
Weaver Consulting Group 0.06% New 2,370 $211K
Finward Bancorp 0.18% — 2,367 $211K
Von Berge Wealth Management Group, LLC 0.13% Add +0.4% 2,320 $211K
Aveo Capital Partners, LLC 0.02% Add +2.6% 2,357 $210K
Steph & Co. 0.07% New 2,336 $208K
Abacus Wealth Partners, LLC 0.03% No change 2,331 $208K
FSM Wealth Advisors, LLC 0.05% Add +3.5% 2,314 $208K
Westmount Partners, LLC 0.06% Reduce -4.0% 2,327 $207K
Vestia Personal Wealth Advisors 0.17% Add +2.6% 2,323 $207K
Sargent Investment Group, LLC 0.03% Add +0.0% 2,385 $207K
Armstrong Advisory Group, Inc. 0.02% No change 2,312 $206K
Oak Asset Management, LLC 0.08% Add +0.9% 2,303 $205K
Capital Advisors, Ltd. LLC 0.03% No change 2,304 $205K
Capital Square, LLC 0.12% Add +7.7% 2,255 $205K
Fairman Group, LLC 0.17% Add +1.5% 2,295 $204K
ZynergyRetirementPlanningLLC 0.14% No change 2,085 $203K
Asset Dedication, LLC 0.02% Reduce -9.8% 2,275 $203K
Atlanta Consulting Group Advisors, LLC 0.07% New 2,271 $202K
KDK Private Wealth Management, LLC 0.21% — 2,263 $202K
Horst & Graben Wealth Management LLC 0.04% Reduce -15.2% 2,248 $200K
MGB Wealth Management, LLC 0.06% No change 2,225 $198K
Mycio Wealth Partners, LLC 0.05% New 2,200 $196K
Greenline Partners, LLC 0.03% No change 2,166 $193K
Cape Investment Advisory, Inc. 0.08% Add +53.0% 2,164 $193K
Element Wealth, LLC 0.10% No change 2,163 $193K
Sellwood Investment Partners LLC 0.10% — 2,068 $184K
SouthState Bank Corp 0.01% No change 2,049 $183K
Moser Wealth Advisors, LLC 0.09% No change 2,000 $178K
AlphaCentric Advisors LLC 0.17% Add +4.1% 1,962 $175K
Ballast Advisors LLC 0.05% Add +0.8% 1,932 $172K
Ameriflex Group, Inc. 0.08% — 1,891 $171K
Advantage Trust Co 0.10% Reduce -31.1% 1,913 $170K
Archer Investment Corp 0.05% Add +0.2% 1,907 $170K
Icon Wealth Advisors, LLC 0.01% No change 1,905 $170K
Hilltop National Bank 0.05% Add +2.6% 1,876 $167K
Pension & Wealth Management Advisors, Inc. 0.07% New 1,850 $165K
Signaturefd, LLC 0.00% Add +32.0% 1,842 $164K
Salomon & Ludwin, LLC 0.02% Reduce -0.3% 1,841 $164K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,826 $163K
Runnymede Capital Advisors, Inc. 0.14% — 1,743 $155K
2UniFi Bank 0.10% — 1,708 $152K
Creative Financial Designs Inc. 0.01% Add +3.4% 1,676 $149K
Valued Wealth Advisors LLC 0.09% Reduce -11.0% 1,649 $147K
Keystone Financial Group, Inc. 0.12% — 1,648 $147K
Deutsche Bank AG 0.00% No change 1,605 $143K
Oakworth Capital, Inc. 0.01% Add +3.9% 1,594 $142K
MCF Advisors LLC 0.01% No change 1,588 $141K
Group One Trading LLC 0.00% New 1,588 $141K
Hanson & Doremus Investment Management 0.02% Add +12.3% 1,565 $139K
Accredited Wealth Management, LLC 0.12% — 1,500 $134K
Pingora Partners LLC 0.09% No change 1,500 $134K
Northwest Bank & Trust Co 0.10% No change 1,330 $131K
Bare Financial Services, Inc 0.05% No change 1,434 $128K
Cedar Mountain Advisors, LLC 0.03% Reduce -61.9% 1,401 $125K
Russell Investments Group, Ltd. 0.00% Add +47.9% 1,393 $124K
Realta Investment Advisors 0.05% Reduce -39.1% 1,384 $124K
Private Capital Management LLC 0.02% Add +324.5% 1,388 $124K
NFSG Corp 0.03% New 1,344 $120K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,338 $119K
Glassman Wealth Services 0.02% Reduce -27.4% 1,319 $118K
Marquette Asset Management, LLC 0.02% No change 1,300 $116K
Tsfg, LLC 0.02% Reduce -0.5% 1,290 $115K
Urban Financial Advisory Corp 0.06% No change 1,266 $113K
Topsail Wealth Management, LLC 0.02% — 1,260 $112K
Standard Family Office LLC 0.13% No change 1,232 $110K
Atala Financial Inc 0.08% — 1,225 $109K
Synergy Asset Management, LLC 0.01% New 1,116 $109K
Resources Management Corp. /CT/ 0.01% Reduce -15.3% 1,214 $108K
Graney & King, LLC 0.08% — 1,206 $107K
Morling Financial Advisors, LLC 0.04% Reduce -10.7% 1,182 $105K
SJS Investment Consulting Inc. 0.02% Reduce -20.4% 1,167 $104K
Mainstream Capital Management LLC 0.07% New 1,126 $100K
Park Place Capital Corp 0.03% Add +2.1% 1,124 $100K
Atwood & Palmer Inc. 0.01% No change 1,112 $99K
Union Savings Bank 0.05% No change 1,100 $98K
Armor Investment Advisors, LLC 0.04% Add +0.5% 1,092 $97K
Aspect Partners, LLC 0.06% Add +0.8% 1,089 $97K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,079 $96K
Bellevue Asset Management, LLC 0.05% No change 1,066 $95K
Toth Financial Advisory Corp. 0.01% Reduce -4.0% 1,065 $95K
Chapman Financial Group, LLC 0.08% — 1,053 $94K
Garland Capital Management Inc. 0.08% No change 1,049 $93K
Rosenberg Matthew Hamilton 0.02% No change 1,030 $92K
Howe & Rusling Inc. 0.01% Add +32.0% 997 $89K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 1,000 $88K
City State Bank 0.03% Reduce -20.0% 985 $88K
Cullen/Frost Bankers, Inc. 0.00% Add +81.2% 982 $87K
Fortitude Family Office, LLC 0.03% Add +22.4% 979 $87K
Elgethun Capital Management 0.02% Add +0.5% 973 $87K
Generali Asset Management SPA SGR 0.00% — 960 $86K
Barclays PLC 0.00% Reduce -99.8% 956 $85K
Capital Investment Advisory Services, LLC 0.01% Add +2.0% 952 $85K
Pacifica Partners Inc. 0.04% Reduce -17.9% 943 $83K
Hurley Capital, LLC 0.07% — 914 $82K
Washington Trust Advisors, Inc. 0.01% No change 903 $80K
ESL Trust Services, LLC 0.02% No change 888 $79K
Flagship Wealth Advisors, LLC 0.05% — 886 $79K
Jackson Hole Capital Partners, LLC 0.02% Add +0.6% 885 $79K
Integrity Financial Corp 0.04% Add +1.3% 877 $78K
Frazier Financial Advisors, LLC 0.06% Add +1.6% 821 $73K
AlphaMark Advisors, LLC 0.03% No change 785 $70K
Beacon Capital Management, LLC 0.01% Add +1.8% 746 $66K
AdvisorNet Financial, Inc 0.01% Add +0.1% 745 $66K
CNB Bank 0.03% No change 733 $65K
BankPlus Trust Department 0.02% — 728 $65K
Clearstead Trust, LLC 0.01% No change 692 $62K
Creative Capital Management Investments LLC 0.03% New 676 $60K
Sittner & Nelson, LLC 0.03% No change 674 $60K
Bogart Wealth, LLC 0.00% Reduce -7.2% 674 $60K
Kings Path Partners LLC 0.03% No change 672 $60K
FSA Wealth Management LLC 0.02% No change 668 $60K
EPG Wealth Management LLC 0.02% Reduce -0.9% 662 $59K
Brown, Lisle/Cummings, Inc. 0.02% Add +177.3% 649 $58K
Boyd Watterson Asset Management LLC 0.02% No change 634 $56K
Albion Financial Group 0.00% No change 627 $56K
Synergy Investment Management, LLC 0.02% — 616 $55K
FLP Wealth Management, LLC 0.14% — 600 $53K
Costello Asset Management, INC 0.04% No change 600 $53K
Main Street Group, LTD 0.02% No change 600 $53K
Oarsman Capital, Inc. 0.01% No change 598 $53K
Register Financial Advisors LLC 0.03% Add +531.2% 587 $52K
1620 Investment Advisors, Inc. 0.04% Add +6.4% 584 $52K
Sugarloaf Wealth Management, LLC 0.01% Add +1.9% 576 $51K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $51K
Princeton Global Asset Management LLC 0.01% Add +0.9% 566 $50K
Atlas Capital Advisors Inc. 0.01% Add +432.7% 554 $49K
Richard W. Paul & Associates, LLC 0.02% Reduce -0.4% 553 $49K
Founders Financial Alliance, LLC 0.01% Add +9.3% 551 $49K
Rice Partnership, LLC 0.01% No change 551 $49K
Lindbrook Capital, LLC 0.00% Add +70.0% 544 $48K
MPWM Advisory Solutions, LLC 0.04% — 538 $48K
Minot DeBlois Advisors LLC 0.04% — 514 $46K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.1% 510 $45K
Teachers Insurance & Annuity Association of America 0.06% No change 504 $45K
Stephens Consulting, LLC 0.01% Reduce -0.8% 500 $45K
Eagle Bay Advisors LLC 0.03% Add +0.6% 499 $44K
Providence First Trust Co 0.02% New 475 $42K
Creekmur Asset Management LLC 0.01% Add +1.8% 466 $42K
LGT Financial Advisors LLC 0.09% No change 465 $41K
Plante Moran Financial Advisors, LLC 0.00% Add +122.5% 465 $41K
Golden State Wealth Management, LLC 0.01% — 464 $41K
Cetera Trust Company, N.A 0.03% No change 450 $40K
Missouri Trust & Investment Co 0.01% Add +23.9% 440 $39K
GHP Investment Advisors, Inc. 0.00% No change 439 $39K
GAMMA Investing LLC 0.00% Reduce -39.7% 428 $38K
Roxbury Financial LLC 0.04% — 381 $37K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -6.3% 419 $37K
GeoWealth Management, LLC 0.00% Add +21.2% 411 $37K
Founders Capital Management 0.02% No change 400 $36K
Kathleen S. Wright Associates Inc. 0.01% No change 400 $36K
High Note Wealth, LLC 0.01% New 389 $35K
Laurel Wealth Advisors LLC 0.01% Add +73.1% 386 $34K
Promus Capital, LLC 0.03% — 373 $33K
Smartleaf Asset Management LLC 0.00% No change 370 $33K
Caldwell Sutter Capital, Inc. 0.01% No change 362 $32K
Pflug Koory, LLC 0.00% Add +1.4% 362 $32K
Castleview Partners, LLC 0.02% Reduce -1.1% 363 $32K
Hazlett, Burt & Watson, Inc. 0.01% No change 348 $31K
West Branch Capital LLC 0.01% Add +2.7% 339 $30K
GPS Wealth Strategies Group, LLC 0.00% Add +33.1% 322 $29K
Pathway Financial Advisers, LLC 0.01% No change 320 $29K
Wintrust Investments LLC 0.02% Reduce -30.9% 320 $28K
Colonial Trust Advisors 0.00% No change 312 $28K
Tidemark, LLC 0.01% Reduce -39.5% 310 $28K
Cornerstone Planning Group LLC 0.01% Add +1.0% 297 $27K
Nemes Rush Group LLC 0.00% New 305 $27K
Copia Wealth Management 0.03% — 304 $27K
CKW Financial Group 0.00% New 300 $27K
GW&K Investment Management, LLC 0.00% No change 300 $27K
Adirondack Trust Co. 0.01% No change 300 $27K
Decker Retirement Planning Inc. 0.02% — 297 $26K
Godsey & Gibb, Inc. 0.00% New 291 $26K
Howard Capital Management Group, LLC 0.00% New 288 $26K
Rise Advisors, LLC 0.01% Reduce -31.9% 278 $25K
Gen-Wealth Partners Inc 0.01% Add +0.7% 277 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 274 $24K
Balentine LLC 0.00% No change 272 $24K
Sterling Capital Management LLC 0.00% No change 272 $24K
Kestra Investment Management, LLC 0.00% New 261 $23K
JNBA Financial Advisors 0.00% Reduce -28.6% 260 $23K
Joseph Group Capital Management 0.01% Reduce -23.1% 256 $23K
Longview Financial Advisors LLC 0.02% — 254 $23K
Evermay Wealth Management LLC 0.00% No change 243 $22K
Tradewinds Capital Management, LLC 0.01% New 229 $20K
Quest 10 Wealth Builders, Inc. 0.02% — 227 $20K
SOA Wealth Advisors, LLC. 0.00% No change 227 $20K
Millstone Evans Group, LLC 0.01% — 225 $20K
MTM Investment Management, LLC 0.01% No change 225 $20K
Values First Advisors, Inc. 0.01% New 225 $20K
Optimum Investment Advisors 0.01% No change 220 $20K
Van Den Berg Management I, Inc. 0.01% No change 220 $20K
Sunbelt Securities, Inc. 0.00% Reduce -30.2% 220 $19K
Eukles Asset Management 0.01% Reduce -4.4% 218 $19K
ORG Partners LLC 0.00% Add +0.5% 209 $19K
Islay Capital Management, LLC 0.01% Reduce -1.4% 205 $18K
Legacy Bridge, LLC 0.01% No change 204 $18K
Solstein Capital, LLC 0.01% No change 200 $18K
Dakota Community Bank & Trust NA 0.08% No change 199 $18K
Transce3nd, LLC 0.01% — 199 $18K
Townsend Asset Management Corp. /NC/ 0.01% Reduce -24.8% 194 $17K
PSI Advisors, LLC 0.01% Reduce -25.9% 189 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $16K
Park Square Financial Group, LLC 0.01% — 175 $16K
S&T Bank 0.01% New 175 $16K
Measured Risk Portfolios, Inc. 0.02% — 171 $15K
Parkworth Wealth Management, Inc. 0.01% — 170 $15K
Ulland Investment Advisors, LLC 0.01% No change 170 $15K
Fortis Group Advisors, LLC 0.00% No change 167 $15K
TruNorth Capital Management, LLC 0.00% Reduce -38.8% 156 $14K
Coastline Trust Co 0.00% No change 150 $13K
Financial Gravity Companies, Inc. 0.00% Add +0.7% 148 $13K
Eastern Bank 0.00% Reduce -45.2% 148 $13K
Quent Capital, LLC 0.00% New 140 $12K
Sound Financial Strategies Group, LLC 0.01% No change 136 $12K
SRH Advisors, LLC 0.00% No change 134 $12K
New Wave Wealth Advisors LLC 0.00% New 133 $12K
EnRich Financial Partners LLC 0.00% No change 133 $12K
Chesapeake Asset Management LLC 0.01% Reduce -77.6% 130 $12K
WR Wealth Planners, LLC 0.00% No change 130 $12K
Capital Investment Counsel, Inc 0.00% No change 130 $12K
Pineridge Advisors LLC 0.00% Reduce -57.0% 129 $12K
Bridge Generations Wealth Management LLC 0.01% — 129 $11K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -80.3% 128 $11K
Delta Asset Management LLC 0.00% Add +1.6% 124 $11K
Bollard Group LLC 0.00% Add +1.7% 121 $11K
Arvest Investments, Inc. 0.00% Reduce -19.2% 122 $11K
Global Financial Private Client, LLC 0.00% No change 119 $11K
Northwest Capital Management Inc 0.00% No change 117 $10K
Christopher J. Hasenberg, Inc 0.00% No change 117 $10K
Friedenthal Financial 0.01% Reduce -92.1% 106 $9K
Evelyn Partners Investment Management Services Ltd 0.00% — 104 $9K
Kiely Wealth Advisory Group, Inc. 0.01% No change 92 $8K
Centricity Wealth Management, LLC 0.01% — 85 $8K
Tower View Wealth Management LLC 0.00% Add +2.5% 83 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 76 $7K
Sierra Ocean, LLC 0.01% — 77 $7K
Reyes Financial Architecture, Inc. 0.01% — 73 $7K
Winthrop Capital Management, LLC 0.00% New 57 $5K
Robinswood Financial LLC 0.00% Add +1.9% 53 $5K
Ridgewood Investments LLC 0.00% No change 53 $5K
Concord Wealth Partners 0.00% Add +2.0% 51 $5K
Hoese & Co LLP 0.00% New 50 $4K
IAG Wealth Partners, LLC 0.00% No change 49 $4K
Brooklyn Investment Group 0.00% New 49 $4K
Versant Capital Management, Inc 0.00% No change 49 $4K
GoalVest Advisory LLC 0.00% No change 44 $4K
GS Investments, Inc. 0.00% No change 43 $4K
Oliver Lagore Vanvalin Investment Group 0.00% Add +100.0% 40 $4K
Innovative Advisory Group, LLC 0.00% — 39 $3K
Brown Brothers Harriman & Co. 0.00% No change 35 $3K
Investors Research Corp 0.00% Add +9.7% 34 $3K
Security National Bank 0.00% New 34 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Coston, McIsaac & Partners 0.00% No change 36 $3K
MeadowBrook Investment Advisors LLC 0.00% No change 33 $3K
Mascoma Wealth Management LLC 0.00% New 33 $3K
Heck Capital Advisors, LLC 0.00% No change 31 $3K
IMG Wealth Management, Inc. 0.00% — 30 $3K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -6.7% 28 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 23 $2K
Investment Counsel Co. of Nevada 0.01% — 22 $2K
REAP Financial Group, LLC 0.00% No change 21 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Fairscale Capital, LLC 0.00% New 18 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 18 $2K
SYM FINANCIAL Corp 0.00% Reduce -99.9% 16 $1K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Legacy Investment Solutions, LLC 0.00% Reduce -97.7% 14 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -97.7% 14 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 11 $980
Mountain Hill Investment Partners Corp. 0.00% — 11 $947
Painted Porch Advisors LLC 0.00% Reduce -99.7% 11 $937
New Millennium Group LLC 0.00% New 8 $713
Activest Wealth Management 0.00% No change 7 $631
Lanark Financial, Inc. 0.05% — 6 $551
Prudent Man Investment Management, Inc. 0.00% — 6 $535
Macquarie Group Ltd. 0.00% Reduce -95.4% 5,827 $519
Addison Advisors LLC 0.00% Reduce -99.0% 4 $397
Signature Resources Capital Management, LLC 0.00% Reduce -94.5% 3 $243
Darwin Wealth Management, LLC 0.00% No change 2 $178
Strategic Investment Solutions, Inc. 0.00% No change 1 $62
Bellwether Advisors, LLC 0.00% New 1 $47
West Oak Capital, LLC 0.00% No change 1 $1
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -98.6% 6 $0

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