Vanguard Real Estate ETFVNQETF

13F holders, Q1 2025 (March 31)
1,717holders −21
92new positions
93sold out
6famous investors
$90.51avg. 13F price*

At the end of Q1 2025, 1,717 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, down 21 from Q4 2024. 92 opened new positions and 93 sold out. The largest holders were Creative Planning ($1.3B), Empower Advisory Group, LLC ($1.3B) and Morgan Stanley ($1.1B). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions92$113.9M
Exits93$145.8M

All 13F filers, Q4 2024 → Q1 2025: 19,196,370 shares bought and 17,052,107 shares sold, net +2,144,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,717 holders

Creative Planning 1.21% Reduce -4.6% 14,212,091 $1.3B
Empower Advisory Group, LLC 4.10% Add +17.5% 13,858,639 $1.3B
Morgan Stanley 0.08% Reduce -3.3% 11,966,149 $1.1B
Bank of America Corp. 0.09% Add +4.3% 10,729,223 $971.4M
Northwestern Mutual Wealth Management Co. 0.71% Add +5.4% 9,543,037 $864.0M
JPMorgan Chase & Co. 0.06% Reduce -9.6% 8,676,078 $785.5M
State of New Jersey Common Pension Fund D 3.50% Add +87.5% 8,598,869 $778.5M
Wealthfront Advisers LLC 2.08% Add +0.3% 8,561,435 $775.2M
US Bancorp \de 0.61% Reduce -11.0% 5,041,643 $456.5M
Goldman Sachs Group Inc. 0.08% Add +33.5% 4,696,203 $425.2M
Wells Fargo & Company 0.10% Reduce -2.5% 4,537,086 $410.8M
Prudential Financial Inc. 0.54% Add +0.3% 4,173,632 $377.9M
Financial Engines Advisors L.L.C. 0.63% Reduce -2.6% 3,261,609 $295.3M
BNP Paribas Financial Markets 0.23% Add +458.2% 3,252,481 $294.5M
Bank of New York Mellon Corp 0.05% Add +21.7% 2,763,958 $250.2M
Envestnet Asset Management Inc. 0.08% Reduce -0.3% 2,690,870 $243.6M
State of Tennessee, Department of Treasury 0.71% Add +47.5% 2,052,898 $185.9M
Mariner, LLC 0.30% Add +5.3% 2,007,756 $181.8M
Pure Financial Advisors, LLC 3.46% Add +3.8% 1,825,973 $165.3M
LPL Financial LLC 0.06% Add +5.0% 1,732,679 $156.9M
Fifth Third Bancorp 0.59% Reduce -1.2% 1,718,024 $155.5M
UBS Group AG 0.03% Reduce -14.4% 1,624,503 $147.1M
Royal Bank of Canada 0.03% Add +10.1% 1,492,829 $135.2M
Manufacturers Life Insurance Company, The 0.13% Add +3.2% 1,470,551 $133.1M
D. E. Shaw & Co. 0.17% Add +62.5% 1,465,740 $132.7M
Raymond James Financial Inc. 0.05% Reduce -3.0% 1,352,303 $122.4M
Ballentine Partners, LLC 2.04% Add +8.8% 1,301,799 $117.9M
Vista Capital Partners, Inc. 14.12% Add +3.2% 1,284,432 $116.3M
Cetera Investment Advisers 0.22% Add +6.1% 1,271,933 $115.2M
Gibson Capital, LLC 23.44% Add +2.1% 1,229,683 $111.3M
PNC Financial Services Group, Inc. 0.06% Reduce -5.3% 1,220,747 $110.5M
Millburn Ridgefield LLC 2.63% Add +3.0% 1,201,208 $108.8M
Catalyst Capital Advisors LLC 2.23% Add +3.0% 1,201,208 $108.8M
Corient Private Wealth LP 0.17% Reduce -1.2% 1,125,764 $101.9M
Avantax Advisory Services, Inc. 0.50% Add +9.5% 914,342 $82.8M
Glenmede Trust Co. NA 0.43% Reduce -0.8% 887,317 $80.3M
Citigroup Inc. 0.06% Add +1384.8% 879,620 $79.6M
Cerity Partners LLC 0.16% Add +0.3% 863,748 $78.2M
United Capital Financial Advisors, LLC 0.67% Reduce -3.5% 863,419 $78.2M
Healthcare of Ontario Pension Plan Trust Fund 0.17% No change 850,000 $77.0M
Rebalance, LLC 5.66% Reduce -3.9% 849,687 $76.9M
Caisse de depot et placement du Quebec 0.16% Reduce -74.8% 845,100 $76.5M
Sand Hill Global Advisors, LLC 3.15% Add +1.0% 844,384 $76.5M
Vanderbilt University 14.39% Reduce -25.9% 832,260 $75.4M
Seven Post Investment Office LP 28.28% Add +1.0% 817,700 $74.0M
Assetmark, Inc. 0.20% Reduce -0.2% 791,535 $71.7M
Ameriprise Financial Inc. 0.02% Reduce -22.8% 756,475 $68.5M
HighTower Advisors, LLC 0.09% Reduce -6.1% 742,320 $67.2M
Commonwealth Equity Services, LLC 0.09% Add +0.2% 729,831 $66.1M
Pathstone Holdings, LLC 0.27% Reduce -10.8% 681,058 $61.6M
Exchange Traded Concepts, LLC 1.10% Add +52.7% 679,651 $61.5M
Stifel Financial Corp. 0.06% Add +1.8% 657,152 $59.5M
Financial Counselors Inc. 0.85% Add +0.1% 617,938 $55.9M
1832 Asset Management L.P. 0.10% Reduce -1.1% 592,878 $53.7M
First Command Advisory Services, Inc. 0.49% Add +4.4% 566,492 $51.3M
Citizens Financial Group Inc. 0.95% Reduce -1.6% 532,202 $48.2M
Efficient Advisors, LLC 3.08% Add +4.3% 522,760 $47.3M
Wealthspire Advisors, LLC 0.28% Add +92.6% 518,162 $46.9M
Passive Capital Management, LLC. 14.63% Reduce -0.4% 510,197 $46.2M
Rockefeller Capital Management L.P. 0.11% Add +2.1% 489,591 $44.3M
Moneta Group Investment Advisors LLC 0.58% Reduce -2.7% 462,086 $41.8M
Peapack Gladstone Financial Corp. 0.60% Add +1.7% 446,385 $40.4M
Quadrature Capital Ltd 0.90% Add +9.3% 445,840 $40.4M
SCS Capital Management LLC 0.50% Add +27.6% 431,908 $39.1M
Capital Investment Advisors, LLC 0.76% Add +8.8% 430,550 $39.0M
M&T Bank Corp 0.14% Add +1.8% 424,756 $38.5M
Osborne Partners Capital Management, LLC 2.16% Add +3.1% 413,208 $37.4M
Sequoia Financial Advisors, LLC 0.29% Add +235.0% 409,447 $37.1M
Prime Capital Investment Advisors, LLC 0.43% Add +5.7% 409,309 $37.1M
Osaic Holdings, Inc. 0.08% Reduce -45.8% 407,441 $36.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.89% Add +2.5% 381,335 $34.5M
Chandler Asset Management, Inc. 6.46% Add +1.2% 378,298 $34.3M
Glenview Trust Co 0.63% Add +10.9% 356,772 $32.3M
Garde Capital, Inc. 1.84% Add +1.3% 355,733 $32.2M
Kwmg, LLC 3.21% Add +2.5% 348,264 $31.5M
Baird Financial Group, Inc. 0.06% Reduce -3.0% 332,867 $30.1M
Evergreen Capital Management LLC 1.00% Add +8.4% 330,000 $29.9M
Comprehensive Financial Management LLC 0.94% No change 328,338 $29.7M
Focus Partners Wealth 0.07% Reduce -6.9% 321,443 $29.1M
Falcon Wealth Planning 3.19% Add +4.6% 316,911 $28.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -7.5% 316,169 $28.6M
Hudson Bay Capital Management LP 0.21% Add +28.6% 315,167 $28.5M
Becker Capital Management Inc. 0.94% Add +10.4% 313,331 $28.4M
First Financial Bankshares Inc 0.60% Reduce -34.7% 308,113 $27.9M
FMR LLC 0.00% Add +43.5% 302,188 $27.4M
Disciplina Capital Management LLC 3.92% Reduce -12.0% 297,348 $26.9M
MassMutual Private Wealth & Trust, FSB 0.78% Add +5.8% 296,335 $26.8M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -5.8% 290,451 $26.3M
Mercer Global Advisors Inc. 0.06% Add +4.4% 284,247 $25.7M
HHM Wealth Advisors, LLC 3.41% Add +5.3% 279,595 $25.3M
Rockwood Wealth Management, LLC 2.48% Reduce -5.0% 268,327 $24.3M
Atria Wealth Solutions, Inc. 0.29% Reduce -30.4% 263,278 $23.8M
Conservest Capital Advisors, Inc. 2.50% Add +0.9% 262,784 $23.8M
Pacific Capital Wealth Advisors, Inc. 4.10% Reduce -2.3% 261,724 $23.7M
Foster & Motley Inc. 1.48% Add +0.1% 259,735 $23.5M
Captrust Financial Advisors 0.06% Reduce -1.2% 257,695 $23.3M
Partners Capital Investment Group, LLP 0.39% Add +123.5% 257,341 $23.3M
Whelan Financial 8.89% Reduce -0.2% 252,566 $22.9M
Van Eck Associates Corp. 0.03% Add +98.5% 252,278 $22.8M
PGIM Custom Harvest LLC 0.55% Add +5.2% 252,083 $22.8M
JMG Financial Group, Ltd. 0.77% Add +9.9% 251,998 $22.8M
Gillson Capital LP 1.94% New 251,553 $22.8M
Omega Financial Group, LLC 8.71% Add +0.3% 250,767 $22.7M
Community Trust & Investment Co. 1.45% Add +0.7% 250,699 $22.7M
Principal Financial Group Inc. 0.01% Reduce -32.0% 248,868 $22.5M
Cypress Financial Planning LLC 7.83% Add +5.2% 239,716 $21.7M
Kohmann Bosshard Financial Services, LLC 2.50% Add +3.7% 234,302 $21.2M
Patriot Investment Management Group, Inc. 1.49% Add +4.1% 219,116 $19.8M
Sachem Hill LLC 3.83% Add +0.5% 215,590 $19.5M
Maryland State Retirement & Pension System 0.46% No change 214,500 $19.4M
Valmark Advisers, Inc. 0.29% Add +10.0% 213,929 $19.4M
Tanglewood Wealth Management, Inc. 2.18% Reduce -5.0% 213,588 $19.3M
Neuberger Berman Group LLC 0.02% Add +10.3% 211,821 $19.2M
Rodgers & Associates, LTD 2.33% Add +6.1% 211,029 $19.1M
Fairfield University 9.64% Add +1.0% 207,520 $18.8M
Moller Wealth Partners 4.58% Add +6.6% 204,780 $18.5M
Presilium Private Wealth, LLC 4.13% Add +8.3% 203,404 $18.4M
McIlrath & Eck, LLC 2.25% Reduce -11.4% 202,599 $18.3M
Austin Asset Management Co Inc 4.00% Reduce -1.0% 201,708 $18.3M
DecisionPoint Financial, LLC 5.26% Add +6.4% 200,427 $18.1M
B & T Capital Management DBA Alpha Capital Management 3.40% Add +4.6% 197,582 $17.9M
Sage Financial Group Inc. 1.42% Add +20.2% 194,788 $17.6M
Roble, Belko & Company, Inc 2.80% Add +1.4% 194,145 $17.6M
Comerica Bank 0.07% Reduce -4.1% 193,738 $17.5M
State Street Corp. 0.00% Reduce -20.4% 190,709 $17.3M
Altfest L J & Co. Inc. 2.14% Add +5.3% 188,746 $17.1M
Tiaa Trust, National Association 0.05% Reduce -0.0% 188,561 $17.1M
SWAN Capital LLC 7.76% Add +4.1% 185,580 $16.8M
MAI Capital Management 0.13% Reduce -1.7% 185,183 $16.8M
CreativeOne Wealth, LLC 0.50% Reduce -0.3% 185,038 $16.8M
Citadel Advisors 0.02% Reduce -75.6% 180,610 $16.4M
TCV Trust & Wealth Management, Inc. 1.51% Add +0.1% 179,625 $16.3M
Awm Capital, LLC 1.86% Add +5.3% 176,306 $16.0M
Pacific Center for Financial Services 4.21% Reduce -0.2% 175,286 $15.9M
Tectonic Advisors LLC 0.99% Add +1.3% 175,152 $15.9M
Focus Partners Advisor Solutions, LLC 0.24% Add +8.6% 174,906 $15.8M
Wealthcare Advisory Partners LLC 0.41% Reduce -8.2% 167,825 $15.2M
Private Wealth Asset Management, LLC 2.18% — 167,128 $15.1M
Daiwa Securities Group Inc. 0.06% Add +67.0% 166,710 $15.1M
Commerce Bank 0.10% Reduce -2.0% 166,089 $15.0M
Blair William & Co. 0.05% Reduce -11.9% 165,242 $15.0M
Firestone Capital Management 3.92% Add +2.1% 165,195 $15.0M
Define Financial, LLC 11.34% Add +2.9% 178,041 $14.9M
Farther Finance Advisors, LLC 0.38% Add +108.9% 163,317 $14.8M
Alliancebernstein L.P. 0.01% Reduce -0.5% 162,482 $14.7M
Hurlow Wealth Management Group, Inc. 4.52% Add +4.8% 159,703 $14.5M
Brown Advisory Inc. 0.02% Reduce -2.7% 156,082 $14.1M
LRI Investments, LLC 1.36% Add +11.8% 155,934 $14.1M
Cambridge Capital Management, LLC 8.88% Add +2.0% 155,141 $14.0M
Man Group plc 0.04% Add +65.8% 152,920 $13.8M
TrueWealth Financial Partners 8.36% Reduce -5.7% 152,845 $13.8M
Bailard, Inc. 0.36% Reduce -0.4% 152,656 $13.8M
Ashton Thomas Private Wealth, LLC 0.52% Add +0.3% 151,365 $13.7M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -5.5% 151,085 $13.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -3.0% 151,070 $13.7M
Partners in Financial Planning 2.75% Add +2.2% 151,063 $13.7M
Gould Asset Management LLC 2.81% Add +2.6% 150,617 $13.6M
Iyo Bank, Ltd. 4.36% New 149,600 $13.5M
Truist Financial Corp. 0.02% Reduce -26.2% 149,186 $13.5M
MML Investors Services, LLC 0.04% Add +12.3% 148,700 $13.5M
Greenwood Gearhart LLC 0.92% Reduce -5.5% 147,207 $13.3M
Bluestem Financial Advisors, LLC 6.22% Add +1.5% 146,797 $13.3M
Lido Advisors, LLC 0.08% Reduce -0.2% 145,486 $13.2M
Ameritas Investment Partners, Inc. 0.45% Reduce -0.7% 144,974 $13.1M
Wrenne Financial Planning LLC 6.90% Add +9.8% 143,455 $13.0M
Bank of Montreal 0.01% Add +4.0% 142,871 $12.9M
Fort Henry Capital, LLC 9.28% Add +3.2% 142,749 $12.9M
Old Second National Bank of Aurora 3.01% Reduce -1.1% 141,373 $12.8M
Johnson Financial Group, Inc. 0.61% Reduce -2.4% 137,894 $12.5M
Avion Wealth 3.20% Add +0.1% 139,969 $12.5M
Private Advisor Group, LLC 0.08% Add +4.2% 137,415 $12.4M
Kestra Advisory Services, LLC 0.06% Add +1.4% 136,803 $12.4M
Exencial Wealth Advisors, LLC 0.46% Add +7.1% 136,493 $12.4M
Steward Partners Investment Advisory, LLC 0.11% Add +8.6% 134,518 $12.2M
Financial Advisory Corp 1.99% Add +5.8% 132,472 $12.0M
Northern Trust Corp. 0.00% Reduce -3.1% 128,514 $11.6M
Associated Banc-Corp 0.34% Reduce -8.6% 124,846 $11.3M
Plancorp, LLC 0.45% Add +2.5% 124,625 $11.3M
Rathbones Group PLC 0.05% Reduce -0.7% 123,737 $11.2M
Johnson Financial Group, LLC 1.17% Reduce -1.9% 122,738 $11.1M
Vestor Capital, LLC 0.91% Reduce -0.5% 122,432 $11.1M
New Hampshire Trust 2.53% Add +3.2% 121,945 $11.0M
GenTrust, LLC 0.53% Add +5.3% 120,950 $11.0M
Phillips Financial Management, LLC 0.84% Reduce -10.3% 120,279 $10.9M
Modera Wealth Management, LLC 0.15% Reduce -2.9% 118,635 $10.7M
Ellevest, Inc. 0.71% Reduce -11.5% 118,117 $10.7M
Transamerica Financial Advisors, LLC 1.09% Add +7.3% 117,789 $10.7M
Navalign, LLC 3.03% Reduce -0.5% 117,470 $10.6M
Allodium Investment Consultants, LLC 7.85% Add +9.2% 117,470 $10.6M
Ancora Advisors LLC 0.24% Reduce -4.1% 117,407 $10.6M
FC Advisory LLC 3.57% Add +4.3% 116,642 $10.6M
Wela Strategies, Inc. 4.45% Add +4.6% 116,424 $10.5M
BCR Wealth Strategies, LLC 4.62% Add +1.5% 116,300 $10.5M
Cordant, Inc. 5.41% Add +1.6% 114,808 $10.4M
Connecticut Wealth Management, LLC 0.53% New 112,085 $10.1M
Riverpoint Wealth Management Holdings, LLC 2.61% Add +0.3% 111,498 $10.1M
Horizons Wealth Management 7.59% Add +3.2% 111,043 $10.1M
Susquehanna International Group, LLP 0.02% Reduce -82.2% 110,300 $10.0M
Adaptive Financial Consulting, LLC 4.27% Reduce -3.6% 110,047 $10.0M
Cardiff Park Advisors, LLC 0.95% Add +3.4% 108,578 $9.8M
Avior Wealth Management, LLC 0.37% Reduce -1.7% 108,107 $9.8M
NewEdge Advisors, LLC 0.06% Add +9.3% 107,874 $9.8M
Foundation Wealth Management, LLC\PA 4.59% Reduce -2.8% 106,398 $9.6M
Magnolia Wealth Management, LLC 6.87% Add +0.5% 105,794 $9.6M
Beacon Pointe Advisors, LLC 0.11% Reduce -10.5% 105,450 $9.5M
Trilogy Capital Inc. 0.50% Reduce -15.6% 104,424 $9.5M
Heritage Wealth Management, Inc./Texas 5.47% Reduce -23.2% 104,263 $9.4M
Bokf, NA 0.16% Reduce -2.6% 102,216 $9.3M
Janney Montgomery Scott LLC 0.03% Add +7.7% 101,140 $9.2M
Brookstone Capital Management 0.13% Add +0.8% 100,501 $9.1M
Bear Mountain Capital, Inc. 3.49% Add +2.0% 102,667 $9.0M
Stratos Wealth Partners, LTD. 0.14% Reduce -9.7% 99,648 $9.0M
KCM Investment Advisors LLC 0.33% Reduce -8.6% 99,441 $9.0M
Victory Capital Management Inc. 0.01% Reduce -82.1% 99,002 $9.0M
Empowered Funds, LLC 0.13% Add +7.4% 98,136 $8.9M
Flagstone Financial Management 2.76% Add +5.0% 94,508 $8.6M
Industrial Alliance Investment Management Inc. 6.80% No change 94,190 $8.5M
Cerity Partners OCIO LLC 0.48% No change 93,792 $8.5M
LBMC Investment Advisors, LLC 0.66% Reduce -0.1% 93,371 $8.5M
Franklin Resources Inc. 0.00% Reduce -0.5% 93,125 $8.4M
Enterprise Bank & Trust Co 3.22% Reduce -43.1% 92,028 $8.3M
Peterson Wealth Advisors, LLC 1.61% Reduce -0.1% 101,456 $8.3M
Ted Buchan & Co 3.93% Add +3.5% 91,715 $8.3M
Parallel Advisors, LLC 0.19% Add +5.2% 91,446 $8.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% No change 90,460 $8.2M
Checchi Capital Advisers, LLC 0.57% Reduce -10.0% 89,536 $8.1M
Archvest Wealth Advisors, Inc. 6.67% Add +6.5% 89,016 $8.1M
HSBC Holdings PLC 0.01% Reduce -3.6% 88,920 $8.1M
Chilton Capital Management LLC 0.35% Reduce -13.3% 88,624 $8.0M
Stephens Inc. 0.12% Reduce -0.3% 88,524 $8.0M
Grove Bank & Trust 1.07% Add +81.5% 88,458 $8.0M
Parkside Advisors LLC 1.91% Add +2.2% 87,738 $7.9M
Mission Wealth Management, LP 0.20% Add +1.7% 87,182 $7.9M
Atmos Advisory, LLC 5.28% Reduce -5.3% 86,920 $7.9M
Elm Partners Management LLC 0.50% Reduce -39.7% 86,477 $7.8M
Wealth Alliance, LLC 0.95% Add +0.3% 86,319 $7.8M
Tide Cove Capital Partners LLC 6.73% Add +0.8% 85,470 $7.7M
Richmond Brothers, Inc. 4.87% Add +5.3% 85,063 $7.7M
PACK Private Wealth, LLC 4.55% Add +0.0% 84,419 $7.6M
One Day In July LLC 0.76% Reduce -28.1% 83,690 $7.6M
Drystone LLC 7.58% Add +1.0% 83,638 $7.6M
Freestone Capital Holdings, LLC 0.28% Add +4.8% 82,996 $7.5M
RTD Financial Advisors, Inc. 1.01% Reduce -44.5% 82,910 $7.5M
FIDELIS iM, LLC 3.46% Reduce -89.7% 82,548 $7.5M
REDW Wealth LLC 2.78% Reduce -3.9% 82,434 $7.5M
Gray Private Wealth, LLC 4.49% Add +7.5% 82,367 $7.5M
Fairway Wealth LLC 2.72% Add +1.9% 81,367 $7.4M
Grey Fox Wealth Advisors, LLC 1.96% Add +6.5% 81,234 $7.4M
Polianta Ltd 3.47% New 79,300 $7.2M
United Bank 0.91% Reduce -4.1% 78,984 $7.2M
Evoke Wealth, LLC 0.19% Add +88.8% 78,773 $7.1M
David Kennon Inc 2.84% Add +1.0% 78,680 $7.1M
Diversified Portfolios, Inc. 0.75% Reduce -0.3% 78,469 $7.1M
Bayshore Asset Management, LLC 3.48% Add +0.8% 77,217 $7.0M
Harbor Investment Advisory, LLC 0.68% Reduce -2.3% 77,212 $7.0M
Kanawha Capital Management LLC 0.54% Reduce -0.9% 77,200 $7.0M
Silver Coast Investments LLC 2.65% Reduce -2.0% 77,052 $7.0M
Natixis Advisors, LLC 0.01% Add +3.9% 77,048 $7.0M
Financial Futures Ltd Liability Co. 3.95% Add +0.9% 76,932 $7.0M
Country Trust Bank 0.18% Add +7.5% 76,791 $7.0M
Ariston Services Group 5.79% Add +0.6% 76,505 $6.9M
Kingsview Wealth Management, LLC 0.13% Reduce -31.1% 76,422 $6.9M
Chicago Partners Investment Group LLC 0.23% Reduce -9.4% 77,292 $6.9M
Campion Asset Management 5.29% Add +1.1% 75,538 $6.8M
Cresset Asset Management, LLC 0.03% Add +18.7% 74,670 $6.8M
Financial Advisors Network, Inc. 1.12% Add +11.3% 74,618 $6.8M
Fairview Capital Investment Management, LLC 0.36% Add +0.0% 74,375 $6.7M
American Investment Services, Inc. 1.18% Add +5.9% 74,312 $6.7M
Integrated Wealth Concepts LLC 0.08% Reduce -11.7% 73,914 $6.7M
Pinnacle Financial Partners Inc 0.13% Add +11.2% 73,912 $6.7M
Prairiewood Capital, LLC 2.70% Add +6.5% 73,362 $6.6M
Logan Stone Capital, LLC 3.07% Add +1713.5% 72,577 $6.6M
Fiduciary Trust Co 0.09% Reduce -1.8% 72,553 $6.6M
WestHill Financial Advisors, Inc. 1.50% Add +8.8% 72,486 $6.6M
Manchester Capital Management LLC 0.80% Reduce -10.1% 71,987 $6.5M
First National Corp. /Ma/ 1.43% Add +3.7% 71,526 $6.5M
Latigo Investments, LLC 3.43% No change 70,972 $6.4M
Silver Oak Advisory Group, Inc. 3.40% Add +0.1% 70,716 $6.4M
Hardy Reed LLC 0.56% Reduce -0.9% 70,572 $6.4M
Cambridge Advisors Inc. 1.40% Reduce -0.0% 70,543 $6.4M
Krilogy Financial LLC 0.41% Add +3.9% 70,126 $6.3M
Cliffwater LLC 1.65% No change 69,923 $6.3M
Oppenheimer & Co. Inc. 0.10% Add +14.4% 69,565 $6.3M
Allie Family Office LLC 3.44% Add +0.5% 69,251 $6.3M
Willow Creek Wealth Management Inc. 0.61% Reduce -3.1% 69,244 $6.3M
Family Firm, Inc. 1.39% Reduce -77.0% 68,892 $6.2M
Total Wealth Planning, LLC 0.95% Reduce -0.5% 68,709 $6.2M
JDM Financial Group LLC 3.15% Add +5.0% 68,522 $6.2M
Rainwater Charitable Foundation 4.05% No change 68,428 $6.2M
Ashford Capital Management Inc. 0.80% Add +17.2% 68,262 $6.2M
Northwest Quadrant Wealth Management, LLC 1.45% Reduce -6.1% 68,133 $6.2M
United Bank 2.51% Add +7.3% 67,149 $6.1M
Cwm, LLC 0.02% Add +211.0% 67,101 $6.1M
HRT Financial LP 0.04% New 66,961 $6.1M
Coldstream Capital Management Inc. 0.13% Reduce -4.4% 66,803 $6.0M
Fonville Wealth Management LLC 1.77% Add +11.2% 66,328 $6.0M
Regal Investment Advisors LLC 0.48% Add +3.6% 66,118 $6.0M
BlueSky Wealth Advisors, LLC 0.93% Add +10.6% 65,961 $6.0M
Capital Advisors Wealth Management, LLC 1.05% Reduce -0.0% 65,806 $6.0M
Jane Street Group, LLC 0.01% Reduce -20.5% 65,633 $5.9M
Nalls Sherbakoff Group, LLC 4.80% — 65,226 $5.9M
Gallagher Fiduciary Advisors, LLC 0.19% New 64,685 $5.9M
OneAscent Financial Services LLC 0.38% Add +113.4% 64,486 $5.8M
PDS Planning, Inc 0.49% Add +6.7% 64,343 $5.8M
Neumann Capital Management, LLC 2.01% Reduce -2.0% 64,169 $5.8M
LMG Wealth Partners, LLC 1.29% Reduce -0.9% 64,094 $5.8M
Waverly Advisors, LLC 0.07% Add +3.4% 63,641 $5.8M
Red Wave Investments LLC 2.06% Reduce -7.4% 63,523 $5.8M
Whittier Trust Co. 0.08% Reduce -0.8% 63,460 $5.7M
LifeGuide Financial Advisors, LLC 2.33% Reduce -90.5% 63,030 $5.7M
Cambridge Associates LLC /Ma/ 0.16% No change 62,903 $5.7M
Clearstead Advisors, LLC 0.09% Add +3.1% 62,417 $5.7M
Peak Retirement Planning, Inc. 3.14% Add +17.3% 62,332 $5.6M
LPWM LLC 1.80% Add +7.5% 61,766 $5.6M
Dai-ichi Life Holdings, Inc. 6.27% Reduce -33.7% 62,292 $5.6M
Park National Corp. 0.20% Reduce -25.5% 61,408 $5.6M
White Lighthouse Investment Management Inc. 0.98% Add +6.9% 60,903 $5.5M
Balanced Wealth Group LLC 2.63% Reduce -1.0% 59,993 $5.4M
Beacon Capital Management, Inc. 0.27% Reduce -96.4% 60,019 $5.4M
Aletheian Wealth Advisors LLC 3.02% Add +6.3% 59,386 $5.4M
Stratos Wealth Advisors, LLC 0.29% Add +7.1% 59,186 $5.4M
Financial Alternatives, Inc 3.81% Add +3.3% 59,019 $5.3M
Baron Financial Group, LLC 3.35% Add +0.3% 58,835 $5.3M
Blue Trust, Inc. 0.07% Reduce -35.4% 58,760 $5.3M
Flow Traders U.S. LLC 0.22% Add +36.0% 58,748 $5.3M
JFG Wealth Management, LLC 1.21% Add +8.6% 58,719 $5.3M
Marotta Asset Management 1.04% Add +4.6% 54,248 $5.3M
Traveka Wealth, LLC 2.91% Add +8.4% 57,431 $5.2M
Crewe Advisors LLC 0.73% Add +5.0% 57,339 $5.2M
CW Advisors, LLC 0.06% Reduce -24.4% 57,296 $5.2M
WealthCollab, LLC 3.20% Add +8.1% 57,124 $5.2M
River Street Advisors LLC 2.55% Add +2.4% 56,814 $5.1M
Zhang Financial LLC 0.27% Reduce -0.2% 56,610 $5.1M
B. Riley Wealth Advisors, Inc. 0.16% Add +5.8% 56,371 $5.1M
GWN Securities Inc. 0.28% Add +1478.1% 57,349 $5.0M
SG Americas Securities, LLC 0.02% Add +0.8% 55,502 $5.0M
Arkadios Wealth Advisors 0.19% Add +216.6% 54,719 $5.0M
Klingman & Associates, LLC 0.30% Add +2.2% 54,000 $4.9M
Unconventional Investor, LLC 2.88% Add +5.5% 53,848 $4.9M
Human Investing LLC 0.86% Add +3.5% 53,824 $4.9M
Elwood & Goetz Wealth Advisory Group, LLC 1.18% Add +4.2% 53,421 $4.8M
Tranquilli Financial Advisor LLC 3.04% Add +2.1% 53,006 $4.8M
MBL Wealth, LLC 0.48% Add +3.8% 52,536 $4.8M
Plimoth Trust Co. LLC 1.23% Reduce -25.3% 52,309 $4.7M
Sanctuary Advisors, LLC 0.03% Reduce -3.0% 51,258 $4.6M
Cherry Tree Wealth Management, LLC 1.11% Add +2.1% 51,039 $4.6M
Choreo, LLC 0.07% Reduce -3.4% 50,516 $4.6M
Pine Ridge Advisers LLC 0.39% Add +1.0% 50,188 $4.5M
Evanson Asset Management, LLC 0.32% Add +0.1% 50,188 $4.5M
CMH Wealth Management LLC 1.12% Add +2.3% 49,523 $4.5M
CIBC Private Wealth Group LLC 0.01% Reduce -11.8% 56,161 $4.5M
Schechter Investment Advisors, LLC 0.37% Add +2.6% 49,467 $4.5M
Betterment LLC 0.01% Reduce -2.3% 49,327 $4.5M
Atria Investments, Inc 0.06% Reduce -4.2% 48,813 $4.4M
Merit Financial Group, LLC 0.07% Add +47.2% 48,680 $4.4M
Dodds Wealth, LLC 1.44% Reduce -23.1% 48,668 $4.4M
Zeit Capital LLC 3.37% Add +3.4% 48,349 $4.4M
Idaho Trust Co 1.75% Reduce -13.9% 47,509 $4.3M
Verdence Capital Advisors LLC 0.33% Add +11.3% 47,414 $4.3M
Disciplined Investments, LLC 1.96% Reduce -1.5% 47,232 $4.3M
Beaird Harris Wealth Management, LLC 0.36% Add +5.7% 47,200 $4.3M
Advisory Services Network, LLC 0.08% Add +2.5% 46,417 $4.2M
Canandaigua National Bank & Trust Co. 0.42% Reduce -1.1% 46,085 $4.2M
Legacy Financial Group, Inc. 1.34% Add +0.5% 46,020 $4.2M
Black Diamond Financial, LLC 0.62% Add +1.9% 45,821 $4.1M
Country Club Bank 0.28% Reduce -0.8% 46,216 $4.1M
AA Financial Advisors, LLC 1.00% Add +15.3% 45,254 $4.1M
Squarepoint Ops LLC 0.01% Reduce -70.3% 45,152 $4.1M
VeraBank, N.A. 1.14% Add +9.1% 44,954 $4.1M
Whittier Trust Co. of Nevada Inc. 0.10% Reduce -13.3% 44,900 $4.1M
Alhambra Investment Management LLC 2.09% Add +9.6% 44,894 $4.1M
Abound Wealth Management 1.34% Add +2.4% 44,496 $4.0M
Everhart Financial Group, Inc. 0.55% Add +15.5% 44,491 $4.0M
Whitegate Investment Counselors, Inc. 1.43% Reduce -2.9% 44,389 $4.0M
Running Point Capital Advisors, LLC 1.27% Reduce -3.0% 44,353 $4.0M
Marathon Strategic Advisors, LLC 4.31% Add +1.1% 44,258 $4.0M
WESCAP Management Group, Inc. 0.98% Add +9.2% 44,223 $4.0M
Wolff Wiese Magana LLC 2.72% Reduce -1.5% 44,068 $4.0M
Warwick Investment Management, Inc. 0.82% New 43,819 $4.0M
Cherrydale Wealth Management, LLC 1.57% Reduce -7.0% 43,807 $4.0M
UMB Bank, n.a. 0.07% Reduce -17.4% 43,804 $4.0M
Qube Research & Technologies Ltd 0.01% New 43,755 $4.0M
Capital Management Associates, Inc 0.89% Add +116.1% 43,589 $3.9M
TFO Wealth Partners, LLC 0.78% New 43,486 $3.9M
Arax Advisory Partners 0.25% Add +0.8% 43,425 $3.9M
ARK & TLK Investments, LLC 1.38% Add +6.9% 43,146 $3.9M
Dakota Wealth Management 0.09% Reduce -2.0% 43,005 $3.9M
LM Advisors LLC 0.70% Reduce -6.5% 42,814 $3.9M
Penserra Capital Management LLC 0.07% New 42,748 $3.9M
First American Trust, FSB 0.35% Add +26.2% 42,467 $3.8M
Monograph Wealth Advisors, LLC 0.52% Add +5.3% 42,296 $3.8M
Waller Financial Planning Group, Inc. 1.07% Reduce -5.0% 42,170 $3.8M
Global Endowment Management, LP 0.49% No change 41,930 $3.8M
IFG Advisors, LLC 0.72% Add +9.2% 41,458 $3.8M
Savant Capital, LLC 0.03% Reduce -2.8% 41,301 $3.7M
Retirement Planning Group, LLC 0.18% Add +13.6% 41,261 $3.7M
Elevate Wealth Advisory, Inc. 2.63% Add +2.5% 41,058 $3.7M
Macquarie Group Ltd. 0.00% Add +604.3% 41,042 $3.7M
Conning Inc. 0.14% Reduce -12.6% 40,944 $3.7M
One Degree Advisors Inc 1.53% Add +31.5% 40,934 $3.7M
Rakuten Investment Management, Inc. 0.02% — 40,826 $3.7M
Wilmington Savings Fund Society, FSB 0.07% Add +50.7% 40,411 $3.7M
Kagan Cocozza Asset Management 2.97% Add +10.3% 40,125 $3.6M
Leeward Financial Partners, LLC 1.35% Add +1298.5% 40,053 $3.6M
Cascade Financial Partners, LLC 0.46% Reduce -17.6% 40,026 $3.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.97% Add +122.2% 40,000 $3.6M
BTG Pactual Asset Management US LLC 0.47% Add +52.1% 39,920 $3.6M
First Citizens Bank & Trust Co. 0.09% Reduce -21.4% 39,912 $3.6M
Cohen & Steers, Inc. 0.01% Reduce -86.6% 39,908 $3.6M
MFA Wealth Services 2.95% Add +1.6% 39,616 $3.6M
BOS Asset Management, LLC 1.24% Add +8.6% 39,604 $3.6M
VPR Management LLC 1.74% No change 39,600 $3.6M
First Foundation Advisors 0.15% Reduce -18.5% 39,577 $3.6M
J.W. Cole Advisors, Inc. 0.11% Reduce -18.4% 39,549 $3.6M
Asset Management Group, Inc. 0.66% Add +0.8% 39,547 $3.6M
Biltmore Family Office, LLC 0.61% Add +5.6% 39,532 $3.6M
Note Advisors, LLC 2.95% Add +7.1% 39,509 $3.6M
Compass Ion Advisors, LLC 0.42% Reduce -4.5% 39,300 $3.6M
Waldron Private Wealth LLC 0.17% Reduce -12.2% 39,019 $3.5M
Sigma Planning Corp 0.11% Reduce -0.0% 38,932 $3.5M
Farmers & Merchants Investments Inc. 0.11% Reduce -1.9% 38,853 $3.5M
Factor Wealth Management LTD 1.08% Add +6.9% 38,787 $3.5M
Matrix Trust Co 0.59% Reduce -4.3% 38,416 $3.5M
Prudent Man Advisors, LLC 1.26% Add +10.0% 38,327 $3.5M
Summit Financial, LLC 0.10% Add +225.0% 38,297 $3.5M
Frontier Asset Management, LLC 1.01% Reduce -4.7% 38,285 $3.5M
Freedom Investment Management, Inc. 0.29% Reduce -1.7% 38,212 $3.5M
Wedbush Securities Inc. 0.13% Reduce -11.0% 37,649 $3.4M
Aspiriant, LLC 0.12% Reduce -2.2% 37,436 $3.4M
Ameritas Advisory Services, LLC 0.14% Reduce -9.2% 37,244 $3.4M
Mgo One Seven LLC 0.13% Add +2.6% 37,101 $3.4M
Physician Wealth Advisors, Inc. 0.58% Reduce -7.0% 36,920 $3.3M
Frisco Financial Planning LLC 3.23% Add +5.9% 36,819 $3.3M
Advisor Resource Council 0.27% New 37,102 $3.3M
Houlihan Financial Resource Group, Ltd. 1.49% Reduce -1.2% 36,540 $3.3M
Pinnacle Associates Ltd. 0.05% Reduce -0.7% 36,431 $3.3M
Tradition Wealth Management, LLC 0.28% Add +11.6% 35,775 $3.2M
Pinnacle Financial Group, LLC / IL 1.16% Reduce -2.5% 35,413 $3.2M
Juncture Wealth Strategies, LLC 1.24% Add +81.9% 35,186 $3.2M
Intergy Private Wealth, LLC 1.20% Add +0.4% 34,936 $3.2M
Payne Capital Management, LLC 1.34% Add +5.6% 34,824 $3.2M
Virtu Financial LLC 0.17% Reduce -87.3% 34,450 $3.1M
Cassaday & Co Wealth Management LLC 0.09% Reduce -10.1% 34,290 $3.1M
Integrated Advisors Network LLC 0.16% Reduce -9.3% 34,248 $3.1M
ArchPoint Investors 1.02% No change 34,136 $3.1M
Dynamic Advisor Solutions LLC 0.10% New 34,031 $3.1M
World Investment Advisors 0.08% Add +1.4% 34,000 $3.1M
Websterrogers Financial Advisors, LLC 1.05% Add +2.1% 33,997 $3.1M
Encompass Wealth Advisors, LLC 1.25% Add +10.1% 33,840 $3.1M
Jones Financial Companies LLLP 0.00% Add +24.5% 33,889 $3.0M
Aspen Investment Management Inc 1.40% Add +1.4% 33,500 $3.0M
Texas Yale Capital Corp. 0.12% Reduce -1.6% 33,261 $3.0M
Shepherd Financial Partners LLC 0.35% Reduce -62.5% 33,245 $3.0M
Creekside Partners 1.56% Add +0.7% 32,966 $3.0M
Soltis Investment Advisors LLC 0.27% Reduce -7.2% 32,920 $3.0M
Sabal Trust CO 0.17% Reduce -11.3% 32,882 $3.0M
Talon Private Wealth, LLC 0.40% Add +4.9% 32,609 $3.0M
Tillman Hartley LLC 0.85% Reduce -4.8% 32,314 $2.9M
Sterling Financial Planning, Inc. 1.06% Reduce -2.7% 32,302 $2.9M
Petix & Botte Co 0.77% Reduce -11.7% 32,209 $2.9M
Sensible Financial Planning & Management, LLC. 0.58% Reduce -1.3% 32,089 $2.9M
Lodestar Private Asset Management LLC 0.37% Add +5.6% 32,075 $2.9M
Anchor Investment Management, LLC 0.27% Add +2.2% 31,708 $2.9M
Synovus Financial Corp. 0.04% Reduce -0.8% 31,668 $2.9M
Independent Financial Group, LLC 0.10% Add +9.9% 31,638 $2.9M
Cahill Financial Advisors Inc. 0.39% Add +1.5% 31,617 $2.9M
Crews Bank & Trust 0.49% Reduce -19.8% 31,602 $2.9M
Keel Point, LLC 0.22% Add +9.5% 31,572 $2.9M
Wedmont Private Capital 0.15% Add +20.3% 34,176 $2.9M
Independence Asset Advisors, LLC 9.26% Add +10.3% 31,541 $2.9M
Fort Point Capital Partners LLC 0.32% Reduce -5.0% 31,257 $2.8M
Manhattan West Asset Management, LLC 0.72% Add +5.2% 31,201 $2.8M
My Personal CFO, LLC 1.41% Add +0.3% 30,826 $2.8M
HB Wealth Management, LLC 0.02% Add +54.4% 30,781 $2.8M
Callan Family Office, LLC 0.21% Reduce -0.1% 30,580 $2.8M
Atlas Legacy Advisors, LLC 0.70% Reduce -34.9% 30,532 $2.8M
Broadview Financial Management, LLC 2.03% Add +1.3% 30,103 $2.7M
Family Legacy, Inc. 0.93% Reduce -18.5% 30,072 $2.7M
Compound Planning, Inc. 0.12% Reduce -6.3% 29,945 $2.7M
Liberty Capital Management, Inc. 0.60% Reduce -0.1% 29,906 $2.7M
LBJ Family Wealth Advisors, Ltd. 1.72% Add +0.3% 29,837 $2.7M
Keybank National Association 0.01% Add +12.2% 29,827 $2.7M
Legacies Wealth LLC 1.99% Add +2.0% 29,672 $2.7M
AlTi Global, Inc. 0.07% Reduce -59.8% 29,537 $2.7M
Colorado Capital Management, Inc. 1.24% Reduce -5.9% 29,388 $2.7M
RFG Advisory, LLC 0.07% Reduce -27.7% 29,355 $2.7M
Brighton Jones LLC 0.09% Reduce -4.9% 29,251 $2.6M
Perigon Wealth Management, LLC 0.07% Add +1.4% 29,090 $2.6M
Nwam LLC 0.23% Reduce -80.8% 29,058 $2.6M
Financial & Tax Architects, LLC 0.66% Add +5.2% 28,918 $2.6M
BTC Capital Management, Inc. 0.24% No change 28,609 $2.6M
Beirne Wealth Consulting Services, LLC 0.92% Add +0.5% 28,385 $2.6M
Infinity Wealth Counsel, LLC 2.77% Add +1.8% 28,352 $2.6M
Hemington Wealth Management 0.40% No change 28,352 $2.6M
Rialto Wealth Management, LLC 0.80% Reduce -0.8% 28,282 $2.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +10.3% 28,239 $2.6M
Carnegie Investment Counsel 0.06% Reduce -2.7% 31,147 $2.6M
Family Wealth Partners, LLC 1.16% Add +10.4% 28,057 $2.5M
Unison Advisors LLC 0.32% Reduce -0.6% 27,974 $2.5M
Frank, Rimerman Advisors LLC 0.20% Reduce -5.1% 27,828 $2.5M
Praetorian Wealth Management, Inc. 0.61% Add +76.5% 27,812 $2.5M
Kure Advisory, LLC 1.90% — 27,794 $2.5M
Patton Fund Management, Inc. 0.61% Add +19.9% 27,792 $2.5M
Fi3 FINANCIAL ADVISORS, LLC 1.02% Reduce -31.9% 27,668 $2.5M
Horizon Bancorp Inc. 1.42% Reduce -9.2% 27,669 $2.5M
Equitable Holdings, Inc. 0.02% Reduce -23.4% 27,666 $2.5M
Wealthcare Capital Partners, LLC 1.28% Reduce -3.8% 27,583 $2.5M
Capital Group Private Client Services, Inc. 0.02% Add +0.2% 27,579 $2.5M
FSC Wealth Advisors, LLC 1.64% Add +23.9% 27,549 $2.5M
Park Avenue Securities LLC 0.03% Add +5.3% 27,481 $2.5M
Sax Wealth Advisors, LLC 0.18% Add +26.6% 27,389 $2.5M
D.A. Davidson & Co. 0.02% Reduce -26.7% 27,236 $2.5M
Cabana LLC 15.29% New 27,112 $2.5M
Sound Income Strategies, LLC 0.14% Add +2.5% 27,096 $2.5M
Common Fund for Nonprofit Organizations 0.27% Add +0.7% 27,051 $2.4M
Waters Parkerson & Co., LLC 0.13% No change 27,000 $2.4M
Bay Rivers Group 1.28% Add +0.2% 26,994 $2.4M
Ami Investment Management Inc. 0.79% Add +3.7% 26,989 $2.4M
Axos Invest Inc. 1.89% Reduce -5.7% 26,906 $2.4M
Geneos Wealth Management Inc. 0.08% Add +30.3% 26,664 $2.4M
Allworth Financial LP 0.01% Reduce -2.8% 27,590 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -49.6% 26,518 $2.4M
Clarity Capital Advisors, LLC 1.57% Add +2.6% 26,422 $2.4M
Tower Research Capital LLC (TRC) 0.07% Reduce -64.3% 26,262 $2.4M
Flagship Harbor Advisors, LLC 0.12% Reduce -10.0% 26,053 $2.4M
WBH Advisory Inc. 0.22% Reduce -4.2% 25,947 $2.3M
EP Wealth Advisors, LLC 0.02% Reduce -11.4% 25,838 $2.3M
Rockland Trust Co. 0.12% Reduce -3.2% 25,702 $2.3M
Destination Wealth Management 0.07% Reduce -0.9% 25,685 $2.3M
TD Private Client Wealth LLC 0.06% Reduce -9.2% 25,537 $2.3M
Shepherd Kaplan Krochuk, LLC 1.97% Reduce -5.5% 25,431 $2.3M
Ashton Thomas Securities, LLC 0.64% Reduce -1.1% 25,335 $2.3M
First Financial Bank - Trust Division 0.22% Reduce -10.3% 25,260 $2.3M
Seamount Financial Group Inc. 1.55% Add +2.7% 25,195 $2.3M
CENTRAL TRUST Co 0.06% Reduce -7.2% 25,041 $2.3M
Scott & Selber, Inc. 0.72% Add +2.7% 24,902 $2.3M
Perbak Capital Partners LLP 1.67% Reduce -29.7% 24,897 $2.3M
Brooklyn FI, LLC 0.70% Add +14.1% 24,897 $2.3M
Monterey Private Wealth, Inc. 0.66% Reduce -0.8% 24,736 $2.2M
NorthLanding Financial Partners, LLC 2.20% Add +4.9% 24,700 $2.2M
Signature Estate & Investment Advisors LLC 0.06% Add +1.9% 24,642 $2.2M
Obsido Oy 1.91% Add +2.5% 24,569 $2.2M
DAVENPORT & Co LLC 0.01% Add +1.3% 24,562 $2.2M
Quadrant Capital Group LLC 0.08% Reduce -0.5% 24,531 $2.2M
Montag A & Associates Inc. 0.11% Reduce -10.8% 24,385 $2.2M
Financial Management Network Inc. 0.50% Reduce -1.2% 26,895 $2.2M
NewEdge Wealth, LLC 0.04% Reduce -4.0% 24,346 $2.2M
Stelac Advisory Services LLC 0.90% Add +10.8% 24,151 $2.2M
Novem Group 0.31% Add +1.6% 24,148 $2.2M
Continuum Advisory, LLC 0.28% Reduce -2.7% 24,060 $2.2M
Regions Financial Corp. 0.02% Reduce -0.3% 23,957 $2.2M
Cutler Investment Counsel LLC 0.26% Reduce -1.7% 23,906 $2.2M
Leavell Investment Management, Inc. 0.11% Add +0.7% 23,781 $2.2M
Maryland Capital Advisors Inc. 0.95% Reduce -7.3% 23,769 $2.2M
One Capital Management, LLC 0.07% Add +7.6% 23,682 $2.1M
Retirement Planning Co of New England, Inc. 1.06% Reduce -0.2% 23,524 $2.1M
Corrado Advisors, LLC 1.42% Add +7.7% 23,433 $2.1M
GC Wealth Management RIA, LLC 0.39% Add +22.3% 23,261 $2.1M
Sharper & Granite LLC 0.86% Add +8.0% 23,100 $2.1M
FDx Advisors, Inc. 0.68% Reduce -4.6% 23,060 $2.1M
First PREMIER Bank 0.53% Reduce -0.2% 23,051 $2.1M
Aquire Wealth Advisors, LLC 0.64% Reduce -1.0% 22,959 $2.1M
Noble Wealth Management PBC 1.42% Add +7.9% 22,957 $2.1M
Camelot Technology Advisors, Inc. 1.92% Add +0.7% 22,928 $2.1M
Townsquare Capital LLC 0.02% Reduce -36.5% 22,923 $2.1M
Westwind Capital 0.52% Reduce -4.8% 22,920 $2.1M
Focus Financial Network, Inc. 0.08% Add +0.3% 22,856 $2.1M
Hardin Capital Partners, LLC 1.27% Add +2.1% 22,814 $2.1M
Michael A. Dubis Financial Planning, LLC 2.00% Add +1.6% 22,747 $2.1M
Safe Harbor Fiduciary, LLC 2.13% Reduce -2.1% 22,723 $2.1M
Breakwater Investment Management 0.88% Add +0.1% 22,677 $2.1M
Arete Wealth Advisors, LLC 0.16% Reduce -9.7% 22,670 $2.1M
Etesian Wealth Advisors, Inc. 0.88% Add +0.1% 22,648 $2.1M
NorthCrest Asset Manangement, LLC 0.06% Reduce -4.7% 22,481 $2.0M
AE Wealth Management LLC 0.02% Add +2.0% 22,447 $2.0M
Narwhal Capital Management 0.18% Reduce -39.4% 22,320 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Add +65.5% 22,278 $2.0M
VERITY Wealth Advisors 1.49% Reduce -5.8% 22,199 $2.0M
Debussy Capital Management LP 0.32% Add +7.5% 22,007 $2.0M
Bordeaux Wealth Advisors LLC 0.37% Reduce -9.5% 21,980 $2.0M
Mill Creek Capital Advisors, LLC 0.05% Reduce -21.2% 21,936 $2.0M
Marble Harbor Investment Counsel, LLC 0.22% No change 21,900 $2.0M
&partners 0.02% Add +32.6% 22,084 $2.0M
Hancock Whitney Corp. 0.06% Reduce -52.6% 21,747 $2.0M
Flagstar Securities, Inc. 0.50% Reduce -8.8% 21,743 $2.0M
Truepoint, Inc. 0.05% Add +4.8% 21,713 $2.0M
Inman Jager Wealth Management, LLC 1.47% Add +2.2% 21,686 $2.0M
Highland Capital Management, LLC 0.12% Reduce -0.1% 21,490 $1.9M
Smithfield Trust Co 0.10% Reduce -0.0% 21,483 $1.9M
Fifth Third Wealth Advisors LLC 0.10% Reduce -4.5% 21,439 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +90.3% 21,291 $1.9M
Orion Portfolio Solutions, LLC 0.02% Add +90.3% 21,291 $1.9M
Manning & Napier Advisors LLC 0.02% Reduce -0.3% 21,127 $1.9M
Adero Partners, LLC 0.12% Reduce -5.5% 21,019 $1.9M
CWA Asset Management Group, LLC 0.09% Add +17.2% 21,008 $1.9M
Consolidated Portfolio Review Corp 0.30% Reduce -0.2% 20,930 $1.9M
Waterford Advisors, LLC 0.79% Reduce -2.0% 20,907 $1.9M
Kestra Private Wealth Services, LLC 0.03% Add +4.5% 20,800 $1.9M
GLOBALT Investments LLC / GA 0.08% Reduce -9.3% 20,775 $1.9M
First National Bank of Omaha 0.13% No change 20,721 $1.9M
Jacobi Capital Management LLC 0.14% Add +18.5% 20,640 $1.9M
Pioneer Wealth Management Group 0.80% — 20,637 $1.9M
Hall Capital Management Co. Inc. 0.86% Reduce -19.3% 20,472 $1.9M
Investment Partners, LTD. 0.77% Add +0.0% 20,464 $1.9M
First Merchants Corp. 0.07% Reduce -12.9% 20,438 $1.9M
First Horizon Advisors, Inc. 0.05% Reduce -28.3% 20,388 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.38% Add +1.7% 20,294 $1.8M
Ifrah Financial Services, Inc. 0.53% Reduce -8.8% 20,278 $1.8M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -8.6% 20,268 $1.8M
DT Investment Partners, LLC 0.18% Reduce -15.4% 20,236 $1.8M
Prime Buchholz LLC 0.64% Add +0.1% 20,227 $1.8M
Family CFO Inc 1.00% Reduce -1.3% 20,122 $1.8M
Trustmark Bank Trust Department 0.13% Reduce -3.4% 20,102 $1.8M
Regatta Capital Group, LLC 0.35% Add +0.1% 20,087 $1.8M
Bessemer Group Inc. 0.00% Add +3.9% 19,834 $1.8M
NBT Bank, N.A. 0.13% Reduce -3.2% 19,734 $1.8M
Invst, LLC 0.24% Reduce -81.9% 19,730 $1.8M
Montecito Bank & Trust 0.32% Reduce -5.9% 19,712 $1.8M
Cornerstone Wealth Management, LLC 0.12% Reduce -0.3% 19,651 $1.8M
Simmons Bank 0.13% Reduce -0.3% 19,649 $1.8M
Dogwood Wealth Management LLC 0.92% Add +0.0% 19,416 $1.8M
Snowden Capital Advisors LLC 0.06% Add +1.1% 19,337 $1.8M
Covenant Asset Management, LLC 0.44% Reduce -1.7% 19,314 $1.7M
Rockbridge Investment Management, LCC 0.21% Reduce -13.2% 19,306 $1.7M
Ascent Wealth Partners, LLC 0.23% New 19,293 $1.7M
Readystate Asset Management LP 0.16% New 19,279 $1.7M
South Plains Financial, Inc. 1.36% Reduce -2.3% 19,216 $1.7M
Full Sail Capital, LLC 0.11% Reduce -3.2% 19,164 $1.7M
TCI Wealth Advisors, Inc. 0.14% Reduce -10.4% 19,137 $1.7M
BKM Wealth Management, LLC 0.70% Add +3.0% 18,895 $1.7M
Burton Enright Welch 0.35% Add +0.4% 18,851 $1.7M
Callan Capital, LLC 0.13% Reduce -3.5% 18,716 $1.7M
Simplicity Wealth,LLC 0.13% Add +239.8% 18,641 $1.7M
Ieq Capital, LLC 0.01% Add +5.3% 18,586 $1.7M
Diversify Wealth Management, LLC 0.12% Reduce -0.2% 19,079 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Add +3.4% 18,452 $1.7M
Boston Family Office LLC 0.12% Add +3.2% 18,378 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +4.4% 18,330 $1.7M
Two Sigma Securities, LLC 0.25% Reduce -3.0% 18,302 $1.7M
Austin Wealth Management, LLC 0.33% Reduce -0.1% 19,004 $1.7M
Field & Main Bank 0.58% Add +1.6% 18,284 $1.7M
Vanguard Group Inc. 0.00% Reduce -4.9% 18,252 $1.7M
Voya Financial Advisors, Inc. 0.18% Add +63.6% 18,401 $1.7M
Impact Partnership Wealth, LLC 0.35% Reduce -19.9% 18,205 $1.6M
Insigneo Advisory Services, LLC 0.17% Add +0.3% 18,113 $1.6M
Gilbert & Cook, Inc. 0.24% Reduce -44.3% 18,079 $1.6M
Nissay Asset Management Corp. /Japan 0.01% No change 18,060 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +11.8% 18,035 $1.6M
Sherman Asset Management, Inc. 1.56% Reduce -4.2% 17,992 $1.6M
CGN Advisors LLC 0.16% Reduce -0.1% 17,941 $1.6M
Future You Wealth LLC 1.04% Add +10.0% 17,867 $1.6M
Centennial Bank 0.77% Reduce -4.7% 17,875 $1.6M
Larson Financial Group LLC 0.08% Reduce -3.5% 17,851 $1.6M
Haverford Trust Co 0.02% Reduce -2.8% 17,771 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.18% Reduce -2.2% 17,749 $1.6M
Penobscot Wealth Management 0.68% Add +10.2% 17,733 $1.6M
Lutz Financial Services LLC 0.13% Reduce -15.1% 17,731 $1.6M
Gradient Capital Advisors, LLC 0.52% Add +3.5% 17,625 $1.6M
City Holding Co. 0.22% Add +15.9% 17,570 $1.6M
YANKCOM Partnership 0.87% Reduce -0.3% 17,525 $1.6M
Hengehold Capital Management LLC 0.15% Reduce -3.9% 17,509 $1.6M
Stock Yards Bank & Trust Co. 0.06% Reduce -14.6% 17,455 $1.6M
Moneco Advisors, LLC 0.16% Reduce -14.8% 17,341 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -30.5% 17,079 $1.6M
Stokes Family Office, LLC 0.18% Reduce -62.3% 17,218 $1.6M
St. Louis Trust Co 0.22% Reduce -60.2% 17,133 $1.6M
Novak & Powell Financial Services, Inc. 0.96% Reduce -3.2% 17,103 $1.5M
Axxcess Wealth Management, LLC 0.04% Reduce -11.4% 17,072 $1.5M
SageView Advisory Group, LLC 0.07% Add +13.5% 17,061 $1.5M
Ti-Trust, Inc. 1.02% Add +7.2% 17,001 $1.5M
Bramshill Investments, LLC 0.16% Add +10.3% 17,000 $1.5M
Palisades Hudson Asset Management, L.P. 0.70% Reduce -2.0% 16,923 $1.5M
IFG Advisory, LLC 0.08% Reduce -1.6% 16,873 $1.5M
First National Bank & Trust Co. of Newtown 0.32% Reduce -1.6% 16,869 $1.5M
Flaharty Asset Management, LLC 0.22% Add +8.9% 16,831 $1.5M
American Financial & Tax Strategies Inc. 0.82% Reduce -4.1% 16,805 $1.5M
Florida Trust Wealth Management Co 0.05% Reduce -16.1% 16,796 $1.5M
F/m Investments LLC 0.06% No change 16,759 $1.5M
1834 Investment Advisors Co. 0.20% Reduce -0.3% 16,723 $1.5M
Fund Evaluation Group, LLC 0.06% Add +1.3% 16,493 $1.5M
United Community Bank 0.56% Reduce -2.9% 16,479 $1.5M
Beaumont Financial Advisors, LLC 0.12% Add +0.1% 16,453 $1.5M
Stone Summit Wealth LLC 0.50% Add +4.2% 16,418 $1.5M
Symmetry Partners, LLC 0.21% Add +132.0% 16,395 $1.5M
Roundview Capital LLC 0.11% Add +0.6% 16,382 $1.5M
Investment Advisory Group, LLC 0.49% Add +0.0% 16,319 $1.5M
Thompson Siegel & Walmsley LLC 0.03% Add +1.6% 16,293 $1.5M
Prospect Financial Group LLC 1.88% Add +0.2% 16,272 $1.5M
Harbour Investments, Inc. 0.04% Reduce -2.8% 16,269 $1.5M
Croban 1.36% Reduce -38.7% 16,261 $1.5M
Bleakley Financial Group, LLC 0.05% Reduce -31.8% 16,124 $1.5M
Prospera Financial Services Inc 0.03% Add +3.1% 15,978 $1.4M
Main Street Financial Solutions, LLC 0.13% Reduce -3.5% 15,951 $1.4M
Sovran Advisors, LLC 0.19% Reduce -2.6% 16,571 $1.4M
First Nebraska Trust Co 0.14% Reduce -1.6% 15,887 $1.4M
Slow Capital, Inc. 0.19% Reduce -18.3% 15,797 $1.4M
Integris Wealth Management, LLC 0.41% Reduce -0.7% 15,777 $1.4M
Texas Bank & Trust Co 0.60% Reduce -2.4% 15,720 $1.4M
Joel Isaacson & Co., LLC 0.06% Reduce -1.6% 15,714 $1.4M
Drucker Wealth 3.0, LLC 0.31% Reduce -44.0% 15,697 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -6.5% 15,571 $1.4M
Parsons Capital Management Inc. 0.08% Reduce -4.1% 15,561 $1.4M
West Financial Advisors, LLC 0.27% Reduce -5.0% 15,494 $1.4M
Foundations Investment Advisors, LLC 0.03% Add +210.4% 15,482 $1.4M
Clayton Financial Group LLC 0.51% Reduce -3.8% 15,439 $1.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.33% Add +14.2% 15,377 $1.4M
Walkner Condon Financial Advisors LLC 0.28% Reduce -4.1% 15,369 $1.4M
Root Financial Partners, LLC 0.15% Reduce -21.7% 15,362 $1.4M
Lester Murray Antman dba SimplyRich 0.40% No change 15,344 $1.4M
Willis Johnson & Associates, Inc. 0.10% Add +1.6% 15,192 $1.4M
Mystic Asset Management, Inc. 0.36% Add +0.1% 15,149 $1.4M
MetLife Investment Management, LLC 0.01% Add +98.5% 15,082 $1.4M
Caliber Wealth Management, LLC / KS 0.19% — 14,999 $1.4M
IFP Advisors, Inc 0.04% Add +93.2% 14,955 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +7.1% 14,910 $1.3M
Litman Gregory Wealth Management LLC 0.12% Add +26.6% 14,896 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -26.3% 14,885 $1.3M
Choate Investment Advisors 0.03% No change 14,836 $1.3M
Founders Grove Wealth Partners, LLC 0.37% Add +11.4% 14,734 $1.3M
Institute for Wealth Management, LLC. 0.17% Reduce -3.7% 14,682 $1.3M
Mount Lucas Management LP 0.62% Add +3.3% 14,651 $1.3M
Nomura Asset Management Co. Ltd. 0.00% Reduce -37.9% 14,600 $1.3M
Retirement Financial Solutions, LLC 0.51% Add +38.4% 14,594 $1.3M
Walleye Capital LLC 0.02% New 14,571 $1.3M
William Howard & Co Financial Advisors Inc 1.24% Add +0.7% 14,563 $1.3M
Rossmore Private Capital 0.16% Add +0.1% 14,532 $1.3M
Tortoise Investment Management, LLC 0.14% Add +2.1% 14,525 $1.3M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -1.1% 14,412 $1.3M
Jump Financial, LLC 0.02% New 14,284 $1.3M
DBK Financial Counsel, LLC 1.29% Add +0.5% 14,234 $1.3M
Howard Wealth Management, LLC 0.72% Reduce -1.7% 14,202 $1.3M
Telos Capital Management, Inc. 0.14% Add +1.6% 14,197 $1.3M
Orion Capital Management LLC 0.54% Add +8.7% 14,184 $1.3M
L.K. Benson & Company, P.C. 0.88% Reduce -0.0% 14,087 $1.3M
SFG Wealth Management, LLC. 0.62% Add +368.5% 14,056 $1.3M
Vermillion Wealth Management, Inc. 0.38% Add +17.3% 13,936 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Add +149.7% 13,931 $1.3M
Peoples Financial Services Corp. 0.60% No change 13,911 $1.3M
Optima Capital LLC 0.80% Reduce -4.8% 13,891 $1.3M
Vernal Point Advisors, LLC 0.83% No change 13,805 $1.2M
Global Trust Asset Management, LLC 0.76% Reduce -5.9% 13,805 $1.2M
Argyle Capital Partners, LLC 1.07% Reduce -1.6% 13,785 $1.2M
Alpine Bank Wealth Management 0.20% — 13,785 $1.2M
Sincerus Advisory, LLC 1.31% Reduce -3.6% 13,754 $1.2M
Rothschild Investment LLC 0.08% Add +0.5% 13,704 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -3.1% 13,675 $1.2M
Quantinno Capital Management LP 0.01% Add +64.1% 13,652 $1.2M
Robinson Value Management, Ltd. 0.80% Add +1.0% 13,637 $1.2M
Magnus Financial Group LLC 0.12% Add +5.9% 13,626 $1.2M
Ritholtz Wealth Management 0.04% Add +17.3% 13,588 $1.2M
Sierra Capital LLC 0.15% Add +5.6% 13,547 $1.2M
Warner Financial, Inc. 0.54% Reduce -2.1% 13,502 $1.2M
Coordinated Financial Services, Inc. 0.95% — 13,482 $1.2M
Independence Bank of Kentucky 0.19% Reduce -18.5% 13,457 $1.2M
SMART Wealth LLC 0.43% Add +6.8% 13,393 $1.2M
Madden Advisory Services, Inc. 0.56% Add +0.6% 13,296 $1.2M
Kingswood Wealth Advisors, LLC 0.11% Reduce -22.5% 13,282 $1.2M
Hanover Advisors Inc. 0.52% Add +9.7% 13,275 $1.2M
Prostatis Group LLC 0.38% Reduce -4.9% 13,196 $1.2M
Cambridge Financial Group, LLC 0.51% No change 13,256 $1.2M
Wealth Dimensions Group, Ltd. 0.28% Add +0.4% 13,133 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -2.7% 13,125 $1.2M
Apollon Wealth Management, LLC 0.03% Add +0.4% 13,122 $1.2M
Verde Capital Management 0.34% Add +2.5% 13,087 $1.2M
Sentinel Pension Advisors, LLC 0.22% Reduce -9.0% 13,050 $1.2M
Parkside Financial Bank & Trust 0.15% Add +12.5% 12,928 $1.2M
Visionary Wealth Advisors 0.07% Reduce -4.9% 12,893 $1.2M
Curio Wealth, LLC 0.61% Reduce -99.6% 48 $1.2M
Asset Allocation Strategies LLC 0.29% Add +2.8% 12,863 $1.2M
Invesco Ltd. 0.00% Reduce -0.8% 12,829 $1.2M
Kovack Advisors, Inc. 0.12% Add +4.4% 12,820 $1.2M
KMG Fiduciary Partners, LLC 0.10% Add +0.6% 12,802 $1.2M
Windsor Capital Management, LLC 0.36% Reduce -2.4% 12,796 $1.2M
VSM Wealth Advisory, LLC 0.42% Reduce -26.3% 12,794 $1.2M
Transcendent Capital Group LLC 0.64% Add +6.2% 12,662 $1.1M
Bragg Financial Advisors, Inc 0.05% Reduce -5.2% 12,618 $1.1M
Washington Trust Bank 0.11% Add +3.4% 12,588 $1.1M
Clark Capital Management Group, Inc. 0.01% New 12,575 $1.1M
Roof Eidam Maycock Peralta, LLC 0.30% Reduce -1.1% 12,565 $1.1M
CRA Financial Services, LLC 0.19% Reduce -3.5% 12,563 $1.1M
Concurrent Investment Advisors, LLC 0.03% Add +2.9% 12,550 $1.1M
GTS Securities LLC 0.05% Reduce -90.9% 12,544 $1.1M
M Holdings Securities, Inc. 0.19% Reduce -6.7% 12,530 $1.1M
Deltec Asset Management LLC 0.24% Reduce -47.9% 12,450 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -13.0% 12,396 $1.1M
Nestegg Advisors, Inc. 1.19% Add +3.3% 12,331 $1.1M
Mather Group, Llc. 0.01% Reduce -4.3% 12,272 $1.1M
L.M. Kohn & Company 0.29% Add +26.8% 12,253 $1.1M
Riverview Trust Co 1.09% Reduce -39.0% 12,198 $1.1M
Endowment Wealth Management, Inc. 0.70% Reduce -3.5% 12,097 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.20% Reduce -7.6% 12,060 $1.1M
Eclectic Associates Inc. 0.29% Reduce -7.0% 12,054 $1.1M
Allianz Asset Management GmbH 0.00% Reduce -25.4% 12,024 $1.1M
Sound View Wealth Advisors Group, LLC 0.09% Add +262.5% 11,988 $1.1M
Northwest Wealth Management, LLC 0.22% Reduce -7.8% 11,964 $1.1M
North Berkeley Wealth Management, LLC 1.13% Add +0.0% 11,949 $1.1M
Kinloch Capital, LLC 0.52% New 11,945 $1.1M
Pure Portfolios Holdings LLC 0.40% Add +10.9% 11,937 $1.1M
Blue Barn Wealth, LLC 0.56% Reduce -1.7% 11,878 $1.1M
Ellis Investment Partners, LLC 0.22% Reduce -4.5% 11,852 $1.1M
Verisail Partners, LLC 0.49% No change 11,847 $1.1M
Carolinas Wealth Consulting LLC 0.23% Add +0.2% 11,813 $1.1M
MAS Advisors LLC 1.64% Add +1.0% 11,808 $1.1M
Causey Wealth LLC 0.60% Add +4.0% 11,806 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +0.5% 11,747 $1.1M
CoreCap Advisors, LLC 0.05% Add +3.8% 11,711 $1.1M
Medallion Wealth Advisors, LLC 0.48% Add +23.5% 11,705 $1.1M
Spire Wealth Management 0.03% Reduce -28.7% 11,695 $1.1M
Valley Financial Group, Inc. 0.70% Reduce -2.1% 11,692 $1.1M
KOM Wealth Management Group, LLC 0.92% Reduce -3.6% 11,607 $1.1M
Sweeney & Michel, LLC 0.46% — 13,148 $1.0M
Brio Consultants, LLC 0.16% Add +2.6% 11,586 $1.0M
North Star Investment Management Corp. 0.08% Add +9.1% 11,560 $1.0M
Martel Wealth Advisors LLC 0.21% Reduce -2.2% 11,537 $1.0M
Wesbanco Bank Inc. 0.04% Reduce -2.0% 11,508 $1.0M
Motley Fool Wealth Management, LLC 0.06% Reduce -14.7% 11,486 $1.0M
One Wealth Map LLC 0.69% Add +1.7% 12,220 $1.0M
Integrity Wealth Solutions LLC 0.56% Add +1.3% 11,438 $1.0M
WASHINGTON TRUST Co 0.04% Reduce -5.7% 11,344 $1.0M
Matrix Private Capital Group LLC 0.61% No change 11,204 $1.0M
First International Bank & Trust 0.32% Add +136.3% 11,187 $1.0M
Newport Capital Group, LLC 0.72% Add +7.3% 11,042 $1.0M
Newman Dignan & Sheerar, Inc. 0.27% Add +0.5% 11,031 $999K
Meridian Wealth Management, LLC 0.05% Reduce -22.9% 10,978 $994K
Bangor Savings Bank 0.09% Reduce -50.0% 10,974 $994K
Arkansas Financial Group, Inc. 0.17% Reduce -1.4% 12,002 $992K
Samalin Investment Counsel, LLC 0.40% Add +111.8% 10,912 $988K
Sowell Financial Services LLC 0.04% Add +3.9% 10,909 $988K
Level Four Advisory Services, LLC 0.04% Add +49.9% 10,888 $986K
Independent Wealth Network Inc. 0.39% Add +4.9% 10,838 $981K
Composition Wealth, LLC 0.02% Reduce -3.9% 10,833 $981K
Benchmark Investment Advisors LLC 0.64% Reduce -5.1% 10,824 $980K
Argent Trust Co 0.04% Reduce -6.9% 10,810 $979K
Financial Advocates Investment Management 0.07% Add +1.4% 10,731 $972K
Dunhill Financial, LLC 0.44% Add +18.2% 10,720 $971K
First Western Trust Bank 0.05% Reduce -16.5% 10,669 $966K
TPG Advisors LLC 0.75% Add +1.6% 10,521 $953K
Dopkins Wealth Management, LLC 0.48% Reduce -15.6% 10,490 $950K
Nicolet Advisory Services, LLC 0.09% Reduce -13.8% 11,453 $946K
Armbruster Capital Management, Inc. 0.19% Reduce -44.8% 10,447 $946K
Bouchey Financial Group, Ltd. 0.09% Add +0.0% 10,436 $945K
Curbstone Financial Management Corp 0.20% Reduce -5.8% 10,422 $944K
Fingerlakes Wealth Management, Inc. 0.80% Reduce -1.8% 10,395 $941K
Tocqueville Asset Management L.P. 0.02% Reduce -11.7% 10,383 $940K
Five Pine Wealth Management 0.76% Add +3.1% 10,334 $936K
NWF Advisory Services Inc. 0.13% Add +4.1% 10,334 $936K
Intellectus Partners, LLC 0.23% Reduce -14.1% 10,325 $935K
Mission Financial Group, LLC 0.86% — 10,538 $935K
Tudor Investment Corporation 0.01% Reduce -71.6% 10,316 $934K
Viawealth, LLC 0.57% Reduce -5.2% 10,275 $930K
Mustard Seed Financial, LLC 0.75% Add +0.7% 10,267 $930K
Webster Bank, N. A. 0.10% Add +1.0% 10,195 $923K
Millennium Management 0.00% Reduce -59.1% 10,132 $917K
Bank Ozk 0.38% Reduce -11.0% 10,071 $912K
Pinnacle Bancorp, Inc. 0.30% Reduce -16.3% 10,018 $907K
JFS Wealth Advisors, LLC 0.06% Add +0.6% 10,003 $906K
Hilltop Holdings Inc. 0.06% Add +13.5% 9,997 $905K
Kelleher Financial Advisors 0.36% No change 9,881 $895K
BlackRock, Inc. 0.00% Add +4.3% 9,874 $894K
Almanack Investment Partners, LLC. 0.18% Add +0.7% 9,844 $891K
Old National Bancorp 0.02% Reduce -14.7% 9,843 $891K
Legacy PCG, LLC 0.63% Add +9.0% 9,811 $888K
American Financial Advisors, LLC 0.13% Add +3.5% 9,805 $888K
Forum Financial Management, LP 0.01% Reduce -1.8% 9,793 $887K
GeoWealth Management, LLC 0.04% Add +2256.4% 9,685 $877K
Balentine LLC 0.04% Add +3455.5% 9,671 $876K
Mosaic Family Wealth Partners, LLC 0.12% Reduce -9.5% 9,649 $874K
Simon Quick Advisors, LLC 0.05% Reduce -9.6% 9,632 $872K
Fisher Asset Management 0.00% Add +46.1% 9,631 $872K
Trinity Legacy Partners, LLC 0.22% Reduce -26.3% 9,818 $869K
New Republic Capital, LLC 0.38% Reduce -17.3% 9,581 $867K
Fifth Third Securities, Inc. 0.07% Add +1.2% 9,580 $867K
Index Fund Advisors, Inc. 0.05% Add +3.3% 9,578 $867K
Fsa Wealth Partners, Inc. 0.33% Reduce -4.1% 9,567 $866K
PFG Investments, LLC 0.06% Add +2.6% 9,545 $864K
Financial Perspectives, Inc 0.29% Add +0.0% 9,505 $861K
Wiser Advisor Group LLC 1.27% Add +31.2% 9,476 $858K
Oxford Financial Group, LTD. LLC 0.06% Reduce -31.5% 9,451 $856K
Piedmont Capital Management, LLC 0.61% Reduce -3.5% 10,709 $854K
Capital Analysts, LLC 0.03% Add +10.3% 9,415 $853K
Aptus Capital Advisors, LLC 0.01% Add +13.4% 9,384 $850K
Nations Financial Group Inc, /Ia/ 0.06% Add +1.3% 9,323 $844K
Westfuller Advisors, LLC 0.56% Add +9.4% 9,313 $843K
Flputnam Investment Management Co. 0.02% Add +7.7% 9,301 $842K
Foster Group, Inc. 0.03% Reduce -23.5% 9,238 $836K
Avantax Planning Partners, Inc. 0.03% Add +9.1% 9,221 $835K
LYNX Capital Group Ltd. 0.43% No change 9,191 $832K
Acropolis Investment Management, LLC 0.05% Reduce -15.7% 9,166 $830K
Gibraltar Capital Management, Inc. 0.18% New 9,145 $828K
Chesapeake Wealth Management 0.29% Reduce -1.9% 9,122 $826K
Apeiron RIA LLC 0.25% Reduce -46.7% 9,115 $825K
Sepio Capital, LP 0.07% Reduce -37.3% 9,101 $824K
UNIVEST FINANCIAL Corp 0.05% Reduce -73.8% 9,099 $824K
CVA Family Office, LLC 0.13% Add +14.3% 9,066 $821K
Bedel Financial Consulting, Inc. 0.12% Add +0.4% 9,233 $820K
Smith, Moore & Co. 0.08% Add +0.5% 9,016 $816K
Glass Jacobson Investment Advisors llc 0.27% No change 9,161 $816K
Hudock, Inc. 0.14% Reduce -0.8% 9,010 $816K
Schroder Investment Management Group 0.00% New 9,074 $814K
Harbor Advisory Corp. 0.27% Reduce -3.8% 8,954 $811K
First Financial Corp. 0.39% Reduce -4.3% 8,944 $810K
Chapin Davis, Inc. 0.27% Reduce -0.4% 8,868 $803K
Gladstone Institutional Advisory LLC 0.04% Reduce -5.6% 8,804 $797K
Abacus Planning Group, Inc. 0.14% Add +1.0% 8,795 $796K
Carrera Capital Advisors 0.18% Add +6.6% 8,769 $794K
Liberty Wealth Management LLC 0.15% Add +5.7% 8,751 $792K
BIP Wealth, LLC 0.05% Add +9.8% 8,693 $787K
Raab & Moskowitz Asset Management LLC 0.20% Reduce -5.3% 8,660 $784K
Koshinski Asset Management, Inc. 0.07% Add +7.4% 7,527 $784K
IHT Wealth Management, LLC 0.02% Reduce -20.6% 8,641 $782K
Hirtle & Co., LLC 0.04% Reduce -0.6% 8,634 $782K
AQR Capital Management 0.00% Add +17.5% 8,616 $780K
Vestcor Inc 0.03% New 8,600 $779K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 8,595 $778K
Allegiance Financial Group Advisory Services LLC 0.24% Reduce -5.0% 8,574 $776K
Smith Shellnut Wilson LLC 0.35% No change 8,529 $772K
Sara-Bay Financial 0.34% Add +0.2% 8,584 $770K
BOK Financial Private Wealth, Inc. 0.06% Reduce -45.2% 8,461 $766K
Ameraudi Asset Management, Inc. 0.44% Add +7.2% 8,443 $764K
Comprehensive Money Management Services LLC 0.61% Reduce -0.2% 8,333 $754K
Westside Investment Management, Inc. 0.16% Add +12.4% 8,328 $754K
Guidance Capital, Inc. 0.23% Reduce -17.1% 8,392 $753K
First Bancorp, Inc 0.49% No change 8,313 $753K
Private Trust Co. NA 0.08% Add +15.6% 8,259 $748K
Summit Financial Wealth Advisors, LLC 0.15% Reduce -28.8% 8,253 $747K
Ruedi Wealth Management, Inc. 0.23% Reduce -2.5% 8,245 $747K
King Luther Capital Management Corp. 0.00% Reduce -2.8% 8,241 $746K
Mayflower Financial Advisors, LLC 0.11% Reduce -3.7% 8,235 $746K
O'ROURKE & COMPANY, Inc 0.37% Add +4.5% 8,226 $745K
Fidato Wealth LLC 0.57% Reduce -0.8% 8,208 $743K
Raffa Wealth Management, LLC 0.17% Reduce -0.1% 8,203 $743K
Pinnacle Family Advisors, LLC 0.40% Reduce -0.4% 8,178 $740K
Community Bank, N.A. 0.10% Add +22.8% 8,151 $738K
Group One Trading LLC 0.03% Add +413.1% 8,148 $738K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +14.8% 8,142 $737K
Upper Left Wealth Management, LLC 0.53% Add +0.1% 8,140 $737K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -0.7% 8,119 $735K
Founders Financial Securities LLC 0.06% Add +37.5% 8,201 $718K
Wealthcare Capital Management LLC 0.07% Reduce -14.3% 7,927 $718K
McLean Asset Management Corp 0.24% Add +0.8% 8,992 $717K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 7,920 $717K
NorthCoast Asset Management LLC 0.00% Reduce -91.8% 7,907 $716K
Gries Financial LLC 0.14% Reduce -5.0% 7,904 $716K
Trust Co. of Vermont 0.04% Add +7.5% 7,904 $716K
Carson Advisory Inc. 0.48% Reduce -4.3% 7,857 $711K
Godshalk Welsh Capital Management, Inc. 0.46% Reduce -3.1% 7,835 $709K
Federation des caisses Desjardins du Quebec 0.00% Add +1432.0% 7,813 $707K
Trust Co 0.08% Add +3.6% 7,760 $703K
Bluesphere Advisors LLC 0.40% Reduce -24.6% 7,759 $703K
YHB Investment Advisors, Inc. 0.06% Reduce -1.4% 7,731 $700K
Duncker Streett & Co. Inc. 0.14% No change 7,680 $695K
Twin Focus Capital Partners, LLC 0.11% Reduce -4.2% 7,678 $695K
Mechanics Bank Trust Department 0.09% No change 7,619 $690K
WealthShield Partners, LLC 0.09% Add +1.3% 7,598 $688K
AMG National Trust Bank 0.02% Add +3.8% 7,580 $686K
Centaurus Financial, Inc. 0.04% Add +11.3% 7,571 $685K
Arrow Financial Corp 0.08% Add +15.0% 7,564 $685K
Pacific Financial Group Inc. 0.55% Reduce -31.2% 7,557 $684K
Clifford Swan Investment Counsel LLC 0.03% No change 7,556 $684K
Evercore Wealth Management, LLC 0.01% Reduce -3.6% 7,544 $683K
TD Waterhouse Canada Inc. 0.01% Reduce -3.9% 7,536 $683K
Sage Investment Counsel LLC 0.87% Reduce -2.5% 7,538 $682K
Marco Investment Management LLC 0.06% No change 7,507 $680K
Hillcrest Wealth Advisors - NY, LLC 0.34% Add +36.4% 7,500 $679K
Wealthspire Retirement, LLC 0.05% Reduce -3.9% 7,476 $677K
Gryphon Financial Partners LLC 0.10% Reduce -7.3% 7,471 $676K
SOL Capital Management CO 0.07% Reduce -8.3% 7,471 $676K
Woodside Wealth Management LLC 0.63% — 7,459 $675K
Kennebec Savings Bank 0.71% Reduce -0.3% 7,442 $674K
Salem Investment Counselors Inc. 0.02% No change 7,440 $674K
KG Capital Management 0.22% Reduce -0.8% 7,432 $673K
SKY-Mountain Capital Management, Inc. 0.57% — 7,403 $670K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -48.6% 7,377 $668K
Uptown Financial Advisors LLC 0.69% Add +2.3% 7,356 $666K
Savvy Advisors, Inc. 0.07% Add +52.8% 7,307 $662K
Richardson Financial Services Inc. 0.50% Add +0.3% 7,303 $661K
Mason Investment Advisory Services, Inc. 0.04% Add +1.7% 7,298 $661K
Loudon Investment Management, LLC 0.38% No change 7,295 $660K
Topel & Distasi Wealth Management, LLC 0.31% Reduce -13.6% 7,269 $658K
Caldwell Trust Co 0.07% Reduce -0.8% 7,225 $654K
Certuity, LLC 0.07% Add +0.7% 7,200 $652K
Strategic Wealth Investment Group, LLC 1.13% Reduce -92.9% 7,176 $650K
Central Bank & Trust Co. 0.11% No change 7,156 $648K
Advisors Capital Management, LLC 0.01% Add +1.3% 7,140 $646K
Key Financial Inc 0.14% Reduce -7.8% 7,075 $641K
Bfsg, LLC 0.08% Reduce -0.0% 7,062 $639K
International Assets Investment Management, LLC 0.06% Reduce -2.0% 7,057 $639K
FSM Wealth Advisors, LLC 0.14% Add +203.6% 7,026 $636K
Sandy Spring Bank 0.03% Add +0.9% 6,992 $633K
Modern Wealth Management, LLC 0.02% Add +33.8% 6,956 $630K
Onyx Bridge Wealth Group LLC 0.09% Reduce -30.1% 6,943 $629K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -0.7% 6,914 $626K
Bridges Investment Management Inc. 0.01% Add +11.3% 6,875 $622K
Western Wealth Management, LLC 0.04% Reduce -2.1% 6,866 $622K
Apella Capital, LLC 0.02% Reduce -5.8% 7,349 $621K
Watts Gwilliam & Co., LLC 0.13% Reduce -1.4% 6,841 $619K
First National Bank of Hutchinson 0.41% No change 6,840 $619K
Mission Creek Capital Partners, Inc. 0.15% Reduce -1.9% 6,794 $615K
Farmers Trust Co. 0.12% Reduce -2.7% 6,793 $615K
Mutual Advisors, LLC 0.02% Add +8.0% 7,063 $615K
Allen Investment Management, LLC 0.01% No change 6,781 $614K
Clifford Group, LLC 0.57% Reduce -8.9% 6,765 $613K
Myecfo, LLC 0.32% New 6,747 $611K
Motco 0.06% Add +23.0% 6,747 $611K
Piscataqua Savings Bank 0.54% Add +1.5% 6,692 $606K
Apollon Financial, LLC 0.14% Add +50.1% 6,689 $606K
Ironwood Investment Counsel, LLC 0.10% Add +16.7% 6,685 $605K
ABLE Financial Group, LLC 0.17% Reduce -39.2% 6,685 $605K
Garner Asset Management Corp 0.27% New 6,685 $605K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -16.8% 6,602 $598K
BLB&B Advisors, LLC 0.03% Reduce -0.6% 6,597 $597K
Jim Saulnier & Associates, LLC 0.46% Add +8.7% 6,543 $592K
Annex Advisory Services, LLC 0.02% Reduce -18.1% 6,471 $586K
CJM Wealth Advisers, Ltd. 0.21% Add +1.8% 6,463 $585K
Heritage Trust Co 0.07% No change 6,381 $578K
Intrua Financial, LLC 0.09% New 6,358 $576K
Farrell Financial LLC 0.42% Reduce -0.4% 6,354 $575K
Diversify Advisory Services, LLC 0.04% Add +11.9% 6,535 $575K
Principal Securities, Inc. 0.01% Add +9.0% 6,434 $573K
Brookwood Investment Group LLC 0.10% — 6,326 $573K
TFB Advisors LLC 0.16% Reduce -4.9% 6,314 $572K
NCM Capital Management, LLC 0.26% Add +0.1% 6,300 $570K
Level Financial Advisors 0.19% New 6,285 $569K
Kirtland Hills Capital Management, LLC 0.35% Add +44.6% 6,545 $568K
Ascentis Independent Advisors 0.11% Reduce -12.2% 6,275 $568K
Money Concepts Capital Corp. 0.04% Add +7.3% 6,271 $568K
Portland Financial Advisors Inc 1.44% No change 6,228 $564K
Advocate Group LLC 0.10% Add +4.4% 6,228 $564K
City Center Advisors, LLC 0.66% Reduce -30.2% 6,226 $564K
Glen Eagle Advisors, LLC 0.09% Reduce -9.2% 6,185 $560K
Optimist Retirement Group LLC 0.28% Reduce -6.8% 6,180 $560K
NorthRock Partners, LLC 0.02% Add +9.6% 6,167 $558K
Wealth Effects LLC 0.23% Reduce -11.4% 6,166 $558K
Libra Wealth LLC 0.21% No change 6,165 $558K
North Ridge Wealth Advisors, Inc. 0.37% No change 6,158 $558K
Strata Wealth Advisors, LLC 0.17% Reduce -28.2% 6,143 $556K
Greenwich Wealth Management LLC 0.04% Reduce -0.0% 6,133 $555K
Sovereign Financial Group, Inc. 0.13% Reduce -6.1% 6,098 $552K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.7% 6,086 $551K
Diligent Investors, LLC 0.13% No change 6,079 $550K
Werba Rubin Papier Wealth Management 0.12% Reduce -21.3% 6,044 $547K
Titleist Asset Management, LLC 0.06% Reduce -10.9% 6,012 $544K
Trust Co. of Oklahoma 0.19% Reduce -0.5% 6,008 $544K
Arbor Wealth Advisors LLC 0.48% No change 6,000 $543K
Fiduciary Family Office, LLC 0.18% New 5,991 $542K
Base Wealth Management LLC 0.41% — 5,967 $540K
Natixis 0.00% Add +0.0% 5,951 $538K
Ausdal Financial Partners, Inc. 0.04% Add +30.9% 5,930 $537K
Opus Capital Group, LLC 0.07% Reduce -3.7% 5,886 $533K
Cozad Asset Management Inc. 0.05% No change 5,833 $528K
MainStreet Investment Advisors LLC 0.08% Reduce -9.1% 5,823 $527K
Riverbridge Partners LLC 0.01% No change 5,791 $524K
First Trust Advisors LP 0.00% Add +93.4% 5,786 $524K
Financial Life Planners 0.51% Reduce -9.4% 5,771 $523K
Farmers National Bank 0.15% Reduce -0.9% 5,758 $521K
Heritage Wealth Advisors 0.03% No change 5,709 $517K
Schnieders Capital Management LLC 0.11% Reduce -1.7% 5,708 $517K
Rehmann Capital Advisory Group 0.03% Reduce -4.0% 5,691 $515K
Barrett & Company, Inc. 0.22% Add +0.2% 5,691 $515K
TABR Capital Management, LLC 0.54% Reduce -9.3% 5,687 $515K
Certified Advisory Corp 0.06% Reduce -13.2% 5,670 $513K
S.A. Mason LLC 0.27% Reduce -1.7% 5,667 $513K
XTX Topco Ltd 0.03% Add +16.5% 5,664 $513K
Boltwood Capital Management 0.16% No change 5,656 $512K
Elevation Wealth Partners, LLC 0.22% Add +1.6% 5,650 $511K
Canandaigua National Trust Co of Florida 0.45% Reduce -12.8% 5,613 $508K
First Interstate Bank 0.03% Reduce -1.5% 5,612 $508K
Greenleaf Trust 0.00% Reduce -17.8% 5,604 $507K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -23.6% 5,585 $506K
Trivium Point Advisory, LLC 0.06% Add +31.3% 5,527 $500K
Eagle Strategies LLC 0.09% Add +5.3% 5,524 $500K
Jordan Park Trust Co LLC 0.47% No change 5,517 $500K
Cladis Investment Advisory, LLC 0.36% Add +0.0% 5,511 $499K
Ameriflex Group, Inc. 0.20% Add +189.1% 5,467 $495K
Capital Insight Partners, LLC 0.09% Reduce -25.2% 5,439 $492K
Clark Asset Management, LLC 0.08% Add +23.9% 5,430 $492K
Cadent Capital Advisors, LLC 0.19% Reduce -26.8% 5,426 $491K
Cardinal Point Capital Management ULC 0.04% Reduce -3.0% 5,408 $490K
Axiom Financial Strategies, LLC 0.29% New 5,396 $489K
Towerpoint Wealth, LLC 0.24% Reduce -26.1% 5,390 $488K
DKM Wealth Management, Inc. 0.47% Reduce -1.8% 5,376 $487K
Balanced Rock Investment Advisors LLC 0.39% Add +1.9% 5,368 $486K
Bryant Woods Investment Advisors, LLC 0.23% Reduce -6.3% 5,354 $485K
Fiducient Advisors LLC 0.06% Add +0.1% 5,328 $482K
Clear Investment Research, LLC 0.63% Reduce -2.1% 5,242 $475K
SlateStone Wealth, LLC 0.05% Add +21.3% 5,219 $473K
Canal Capital Management, LLC 0.08% Reduce -4.6% 5,183 $469K
McDaniel Terry & Co. 0.04% Reduce -36.8% 5,179 $469K
Brown Financial Advisory 0.30% Reduce -2.1% 5,178 $469K
Opulen Financial Group LLC 0.43% Add +1.1% 5,174 $468K
Stablepoint Partners, LLC 0.08% Add +1.4% 5,174 $468K
Sage Capital Management, LLC 0.25% Add +0.9% 5,154 $467K
Earned Wealth Advisors, LLC 0.10% Add +2.6% 5,147 $466K
Woodward Diversified Capital, LLC 0.33% Add +14.1% 5,143 $466K
Bradley Foster & Sargent Inc. 0.01% No change 5,141 $465K
ROI Financial Advisors, LLC 0.34% Reduce -1.9% 5,138 $465K
RS Crum Inc. 0.13% No change 5,130 $464K
Kearns & Associates LLC 0.30% Add +0.2% 5,077 $460K
Indiana Trust & Investment Management Co 0.17% Reduce -0.9% 5,074 $459K
Silverlake Wealth Management LLC 0.18% Add +13.4% 5,060 $458K
GFS Advisors, LLC 0.09% No change 5,060 $458K
Clarius Group, LLC 0.03% No change 5,057 $458K
ICONIQ Capital, LLC 0.01% Reduce -68.3% 5,027 $455K
Partners Wealth Management, LLC 0.52% Add +4.5% 5,019 $454K
Colonial Trust Co / SC 0.07% Add +7.3% 5,017 $454K
Select Asset Management & Trust 0.18% No change 5,003 $453K
MontVue Capital Management, Inc. 0.36% Reduce -1.3% 5,003 $453K
Edge Wealth Management LLC 0.09% No change 5,000 $453K
Alexander Labrunerie & Co., Inc. 0.20% Reduce -0.8% 4,996 $452K
E&G Advisors, LLC 0.13% Add +2.6% 4,992 $452K
Pennington Partners & Co., LLC 0.26% Add +0.1% 4,978 $451K
Belpointe Asset Management LLC 0.02% Reduce -14.4% 4,979 $450K
Invictus Private Wealth, LLC 0.04% Reduce -3.8% 4,975 $450K
True North Advisors, LLC 0.08% Reduce -2.9% 4,971 $450K
Avidian Wealth Enterprises, LLC 0.02% Add +3.6% 4,962 $449K
Csenge Advisory Group 0.03% Reduce -20.8% 5,172 $449K
Keystone Financial Planning, Inc. 0.13% No change 4,942 $447K
Horan Securities, Inc. 0.17% Add +0.0% 4,940 $447K
Lanark Financial, Inc. 0.04% — 4,907 $444K
SteelPeak Wealth, LLC 0.02% Add +9.7% 4,897 $443K
Exchange Bank 0.36% Reduce -6.1% 4,887 $442K
James J. Burns & Company, LLC 0.08% Add +0.1% 4,883 $442K
Nikulski Financial, Inc. 0.13% No change 4,878 $442K
Sachetta, LLC 0.18% Add +3.3% 4,866 $441K
VestGen Advisors, LLC 0.02% — 4,862 $440K
First Heartland Consultants, Inc. 0.05% Reduce -4.6% 4,861 $440K
Vawter Financial, Ltd. 0.25% Add +14.3% 4,857 $440K
Petra Financial Advisors Inc. 0.36% Add +0.1% 4,828 $437K
Red Mountain Financial, LLC 0.53% Add +0.2% 4,817 $436K
Northeast Investment Management 0.02% Reduce -2.7% 4,798 $434K
Northern Capital Management, Inc. 0.28% Add +3.6% 4,788 $434K
Patton Albertson Miller Group, LLC 0.06% Reduce -14.8% 4,785 $433K
McNaughton Wealth Management, LLC 0.21% Add +2.8% 4,782 $433K
Manske Wealth Management 0.16% Add +2.2% 4,766 $432K
Mechanics Financial Corp 0.19% Reduce -29.5% 4,743 $429K
Claro Advisors Inc. 0.06% Reduce -8.4% 4,734 $429K
Legacy Capital Wealth Partners, LLC 0.11% Add +3.6% 4,721 $427K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +1.2% 4,715 $427K
Vannoy Advisory Group, Inc. 0.32% Reduce -1.7% 4,711 $427K
Tenret Co LLC 0.26% No change 4,710 $426K
Quantum Financial Planning Services, Inc. 0.23% Reduce -15.3% 4,708 $426K
IVC Wealth Advisors LLC 0.23% Add +39.1% 4,702 $426K
Venture Visionary Partners LLC 0.02% No change 4,702 $426K
First County Bank 0.24% Add +34.0% 4,696 $425K
Quotient Wealth Partners, LLC 0.01% Reduce -20.5% 4,656 $422K
Patten Group, Inc. 0.10% Add +0.0% 4,641 $420K
Goelzer Investment Management, Inc. 0.02% Reduce -0.7% 4,640 $420K
Mendel Money Management 0.20% Reduce -3.0% 4,623 $419K
Davidson Trust Co. 0.20% Add +8.2% 4,606 $417K
Howard Financial Services, LTD. 0.06% Add +1.0% 4,552 $412K
Avalon Trust Co 0.03% Reduce -14.4% 4,526 $410K
Boston Trust Walden Corp 0.00% No change 4,522 $409K
Cannon Financial Strategists, Inc. 0.07% Add +39.6% 4,512 $409K
Hexagon Capital Partners LLC 0.08% Add +3.8% 4,511 $408K
Tompkins Financial Corp. 0.04% Reduce -8.8% 4,501 $408K
Northwest Bancshares, Inc. 0.07% Reduce -3.3% 4,490 $407K
ProVise Management Group, LLC 0.03% Reduce -2.9% 4,486 $406K
Affinity Capital Advisors, LLC 0.08% Reduce -12.5% 4,851 $406K
New Century Financial Group, LLC 0.47% Add +0.2% 4,475 $405K
Occidental Asset Management, LLC 0.06% Add +0.4% 4,469 $405K
Mosaic Financial Group, LLC 0.33% Reduce -1.8% 4,467 $404K
First Hawaiian Bank 0.06% Reduce -34.4% 4,452 $403K
Private Client Services, LLC 0.20% Add +3.8% 4,416 $400K
Fort Sheridan Advisors LLC 0.06% No change 4,411 $399K
Wick Capital Partners, LLC 0.12% Add +6.0% 4,403 $399K
Platform Technology Partners 0.12% Reduce -2.8% 4,384 $397K
Strategic Financial Planning, Inc. 0.27% Add +0.0% 4,351 $394K
Professional Advisory Services Inc. 0.05% No change 4,336 $393K
Postrock Partners LLC 0.19% No change 4,335 $392K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +6.3% 4,316 $391K
DF Dent & Co. Inc. 0.01% Reduce -29.1% 4,312 $390K
Wilson & Boucher Capital Management, LLC 0.29% Reduce -8.5% 4,300 $389K
Lam Group, Inc. 0.29% Reduce -28.7% 4,300 $389K
B.O.S.S. Retirement Advisors, LLC 0.11% Add +4.1% 4,290 $388K
HM Payson & Co. 0.01% No change 4,289 $388K
Fidelity D & D Bancorp Inc. 0.25% No change 4,270 $387K
Faithward Advisors, LLC 0.07% Add +14.9% 4,257 $385K
Benjamin Edwards Inc. 0.01% Reduce -3.0% 4,247 $385K
XML Financial, LLC 0.04% Reduce -4.5% 4,243 $384K
Greykasell Wealth Strategies, Inc. 0.20% Add +7.2% 4,242 $384K
Perkins Coie Trust Co 0.09% Reduce -28.5% 4,231 $383K
First National Trust Co 0.02% No change 4,220 $382K
Quantbot Technologies LP 0.01% Reduce -85.2% 4,206 $381K
Angeles Wealth Management, LLC 0.03% Reduce -5.0% 4,189 $379K
FineMark National Bank & Trust 0.01% No change 4,189 $379K
Ballast, Inc. 0.11% Add +14.7% 4,185 $379K
Cary Street Partners Financial LLC 0.01% Add +1.4% 4,178 $378K
Cobblestone Capital Advisors LLC 0.02% Reduce -12.6% 4,168 $377K
Parker Financial LLC 0.18% Reduce -26.3% 4,146 $375K
Paces Ferry Wealth Advisors, LLC 0.19% Reduce -2.0% 4,137 $375K
Chatham Capital Group, Inc. 0.06% Reduce -2.8% 4,125 $373K
Roger Wittlin Investment Advisory, LLC 0.22% Add +1.0% 4,114 $372K
Sheaff Brock Investment Advisors, LLC 0.03% Add +11.5% 4,112 $372K
Magnolia Private Wealth, LLC 0.31% Reduce -18.7% 4,101 $371K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +1.0% 4,097 $371K
Peak Financial Management, Inc. 0.11% Reduce -11.1% 4,096 $371K
Future Financial Wealth Managment LLC 0.27% Add +1.2% 4,077 $369K
USA Financial Formulas 0.06% Reduce -6.4% 4,029 $365K
Marino, Stram & Associates LLC 0.08% No change 4,024 $364K
Aprio Wealth Management, LLC 0.05% Reduce -34.8% 4,019 $364K
First National Bank Sioux Falls 0.15% Reduce -49.3% 4,017 $364K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,014 $363K
SkyOak Wealth, LLC 0.08% Reduce -2.0% 4,009 $363K
Beckerman Institutional, LLC 0.26% Add +4.8% 4,000 $362K
Essex LLC 0.08% Add +1.0% 3,977 $360K
Capital City Trust Co. 0.10% Add +14.5% 3,949 $358K
Berkeley Capital Partners, LLC 0.10% Reduce -7.1% 3,943 $357K
Valeo Financial Advisors, LLC 0.01% Add +27.4% 3,938 $357K
Moseley Investment Management Inc. 0.14% Add +9.5% 3,931 $356K
Rockingstone Advisors LLC 0.16% Reduce -48.3% 3,922 $355K
RiverGlades Family Offices LLC 0.25% Add +1.2% 3,904 $353K
American National Bank & Trust 0.04% Reduce -0.1% 3,892 $352K
Jackson Creek Investment Advisors LLC 0.11% Reduce -2.4% 3,891 $352K
Silver Oak Securities, Incorporated 0.03% Reduce -58.1% 3,923 $352K
GEN Financial Management, INC. 0.24% New 3,885 $352K
FAS Wealth Partners, Inc. 0.03% Add +8.0% 3,873 $351K
Lansing Street Advisors 0.12% New 3,867 $350K
Seascape Capital Management 0.12% No change 3,862 $350K
Northwest Financial Advisors 0.29% No change 3,857 $349K
Madison Wealth Partners, Inc 0.09% Add +0.1% 3,857 $349K
Lowe Wealth Advisors, LLC 0.15% Add +19.3% 3,856 $349K
Investor's Fiduciary Advisor Network, LLC 0.16% Reduce -3.5% 3,862 $349K
Facet Wealth, Inc. 0.01% Reduce -6.5% 3,872 $347K
Mattern Capital Management, LLC 0.04% No change 3,815 $345K
TD Capital Management LLC 0.03% Add +2.8% 3,806 $345K
McClarren Financial Advisors, Inc. 0.23% New 2,558 $343K
SWS Partners 0.11% Reduce -7.7% 3,782 $342K
Strategic Financial Partners, Ltd. 0.18% Add +5.1% 3,781 $342K
Oak Wealth Advisors LLC 0.25% No change 3,770 $341K
Mayport, LLC 0.09% Reduce -32.6% 3,754 $340K
Sage Mountain Advisors LLC 0.03% No change 3,754 $340K
Quad-Cities Investment Group, LLC 0.17% Add +32.8% 3,740 $339K
Burk Holdings LLC 0.25% Add +2.5% 3,717 $337K
Diversified Trust Co. 0.01% No change 3,706 $336K
Meridian Investment Counsel Inc. 0.10% No change 3,698 $335K
Wealthstream Advisors, Inc. 0.06% Add +0.3% 3,690 $334K
Sunpointe, LLC 0.18% Reduce -25.7% 3,679 $333K
Moloney Securities Asset Management, LLC 0.05% Reduce -6.2% 3,663 $332K
Blossom Wealth Management 0.67% Add +6.6% 3,660 $331K
Forza Wealth Management, LLC 0.15% No change 3,643 $330K
Marcum Wealth, LLC 0.03% Reduce -0.3% 3,643 $330K
Legacy Private Trust Co. 0.02% New 3,631 $329K
Poehling Capital Management, INC. 0.08% Add +1.0% 3,626 $328K
Prosperity Planning, Inc. 0.15% No change 3,608 $327K
Morris Financial Concepts, Inc. 0.14% Reduce -4.2% 3,594 $325K
EverSource Wealth Advisors, LLC 0.02% Reduce -96.2% 3,592 $325K
Fee-Only Financial Planning, L.C. 0.22% No change 3,586 $325K
Eagle Bluffs Wealth Management LLC 0.17% Reduce -9.5% 3,572 $323K
LaSalle St. Investment Advisors, LLC 0.08% Add +0.5% 3,570 $323K
Guidance Point Advisors, LLC 0.10% Add +0.3% 3,559 $322K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.6% 3,548 $321K
Olde Wealth Management, LLC 0.11% No change 3,551 $321K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -1.8% 3,545 $321K
Gold Investment Management Ltd. 0.14% Add +1.1% 3,527 $319K
Stockman Wealth Management, Inc. 0.05% Reduce -3.0% 3,482 $315K
D.B. Root & Company, LLC 0.10% New 3,481 $315K
Perissos Private Wealth Management, LLC 0.29% Reduce -6.6% 3,477 $315K
Linscomb Wealth, Inc. 0.02% Reduce -0.7% 3,472 $314K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.1% 3,503 $314K
Atwater Malick LLC 0.11% Reduce -2.8% 3,455 $313K
Coppell Advisory Solutions LLC 0.04% Add +0.8% 3,546 $312K
Integrity Alliance, Llc. 0.01% New 3,447 $312K
Essex Financial Services, Inc. 0.02% Reduce -29.8% 3,439 $311K
Perennial Investment Advisors, LLC 0.03% Add +16.9% 3,424 $310K
Financial Freedom, LLC 0.18% Add +0.5% 3,414 $309K
RFP Financial Group LLC 0.12% Reduce -1.5% 3,412 $309K
PKS Advisory Services, LLC 0.08% Reduce -2.6% 3,408 $309K
SouthState Bank Corp 0.01% Add +66.2% 3,406 $308K
Tyler-Stone Wealth Management 0.06% Add +9.7% 3,384 $306K
Synergy Financial Group, LTD 0.27% No change 3,345 $303K
Fort Washington Investment Advisors Inc. 0.00% Add +20.3% 3,340 $302K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -67.3% 3,334 $302K
Headinvest, LLC 0.06% No change 3,332 $302K
Orleans Capital Management Corp. 0.18% Reduce -13.6% 3,325 $301K
Life Planning Partners, Inc 0.27% Add +1.4% 3,319 $301K
Evolution Wealth Advisors, LLC 0.05% Reduce -1.6% 3,305 $299K
Sage Rhino Capital LLC 0.07% Add +5.8% 3,304 $299K
Curi Capital, LLC 0.01% New 3,301 $299K
Embree Financial Group 0.05% Reduce -3.0% 3,293 $298K
Capital Asset Advisory Services LLC 0.02% Reduce -57.9% 3,259 $297K
Bard Associates Inc. 0.11% Add +5.4% 3,276 $297K
Financial Insights, Inc. 0.12% Add +0.1% 3,276 $297K
Burling Wealth Partners, LLC 0.06% No change 3,260 $295K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $295K
Pinney & Scofield, Inc. 0.21% Reduce -0.6% 3,257 $295K
SigFig Wealth Management, LLC 0.01% Add +24.5% 3,356 $295K
M1 Capital Management LLC 0.18% Reduce -0.3% 3,247 $294K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -1.6% 3,242 $294K
IFC Advisors LLC 0.06% Reduce -6.7% 3,229 $292K
Davis R M Inc. 0.01% Reduce -32.5% 3,226 $292K
Insight Advisors, LLC/ PA 0.05% Reduce -0.8% 3,219 $291K
Proffitt & Goodson Inc. 0.05% Add +12.0% 3,204 $290K
Equita Financial Network, Inc. 0.10% Reduce -0.0% 3,198 $290K
Horan Capital Advisors, LLC. 0.10% No change 3,198 $290K
Courier Capital LLC 0.02% Add +27.6% 3,190 $289K
McNamara Financial Services, Inc. 0.06% Reduce -7.3% 3,189 $289K
First Commonwealth Financial Corp 0.07% Reduce -24.7% 3,183 $288K
Wealth Architects, LLC 0.03% Reduce -1.0% 3,178 $288K
Hutchens & Kramer Investment Management Group, LLC 0.16% New 3,167 $287K
Weaver Consulting Group 0.09% Add +33.5% 3,164 $286K
Cooper/Haims Advisors, LLC 0.16% No change 3,163 $286K
Colony Family Offices, LLC 0.09% No change 3,159 $286K
Duncan Williams Asset Management, LLC 0.10% Reduce -13.3% 3,144 $285K
Moors & Cabot, Inc. 0.01% Add +6.8% 3,130 $283K
Anchor Capital Advisors LLC 0.01% No change 3,120 $282K
Kraft Asset Management, LLC 0.26% Add +23.6% 3,119 $282K
Security National Bank of So Dak 0.16% New 3,115 $282K
Tandem Capital Management Corp. 0.16% No change 3,110 $282K
Ascent Group, LLC 0.01% Reduce -25.0% 3,104 $281K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -14.3% 3,227 $280K
Charter Oak Capital Management, LLC 0.03% Reduce -6.2% 3,088 $280K
SwitchPoint Financial Planning, LLC 0.26% Add +22.4% 3,069 $278K
AllSquare Wealth Management LLC 0.16% Reduce -1.3% 3,067 $278K
Resolute Advisors LLC 0.08% Reduce -13.1% 3,064 $277K
McAdam, LLC 0.02% Add +9.6% 3,064 $277K
Morton Brown Family Wealth, LLC 0.09% Add +2.3% 3,052 $276K
Lokken Investment Group LLC 0.12% Add +18.7% 3,050 $276K
Axis Wealth Partners, LLC 0.20% Add +0.5% 3,047 $276K
Iowa State Bank 0.06% New 3,045 $276K
Oceanside Advisors LLC 0.20% Reduce -2.2% 3,030 $274K
Heritage Family Offices, LLP 0.14% Add +1.0% 3,029 $274K
Keystone Financial Group 0.03% Reduce -7.7% 3,024 $274K
BLKBRD Asset Management, LP 0.33% New 3,013 $273K
PBMares Wealth Management LLC 0.05% Reduce -3.3% 3,013 $273K
Stonebridge Financial Group, LLC 0.03% Reduce -4.8% 3,008 $272K
Delta Capital Management LLC 0.16% No change 3,000 $272K
Transatlantique Private Wealth LLC 0.11% No change 3,000 $272K
Mainsail Financial Group, LLC 0.15% Reduce -22.3% 2,988 $271K
Twelve Points Wealth Management LLC 0.07% New 2,985 $270K
Hoxton Planning & Management, LLC 0.10% Reduce -1.8% 2,974 $269K
Bristlecone Advisors, LLC 0.02% No change 2,972 $269K
Cowa, LLC 0.11% New 803 $269K
Seneschal Advisors, LLC 0.23% No change 2,966 $269K
Sheets Smith Wealth Management 0.03% Reduce -0.1% 2,961 $268K
Knollwood Investment Advisory, LLC 0.03% Add +2.8% 2,957 $268K
Phoenix Financial Ltd. 0.00% Add +4.7% 2,951 $267K
Covestor Ltd 0.18% Add +12.2% 2,940 $266K
FreeGulliver LLC 0.13% No change 2,937 $266K
Murphy & Mullick Capital Management Corp 0.26% No change 2,933 $266K
Alexander Randolph Advisory, Inc. 0.26% Add +3.8% 2,927 $265K
Inspirion Wealth Advisors, LLC 0.04% Add +0.1% 2,926 $265K
Harbour Capital Advisors, LLC 0.07% No change 3,000 $264K
Busey Bank 0.01% Reduce -30.1% 2,906 $263K
Hopwood Financial Services, Inc. 0.20% No change 2,895 $262K
Stegent Equity Advisors, Inc. 0.27% Reduce -9.4% 2,887 $261K
American Money Management, LLC 0.05% Reduce -3.8% 2,880 $261K
Paulson Wealth Management Inc. 0.07% Reduce -5.3% 2,878 $261K
Lincoln Capital LLC 0.05% No change 3,000 $260K
Davis Capital Management 0.21% No change 2,870 $260K
Jupiter Wealth Management LLC 0.16% No change 2,874 $260K
TCP Asset Management, LLC 0.06% Reduce -4.2% 2,867 $260K
Iron Horse Wealth Management, LLC 0.08% Reduce -1.7% 2,866 $259K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.7% 2,857 $259K
Red Lighthouse Investment Management, LLC 0.11% Add +1.9% 2,984 $258K
Elite Financial, Inc. 0.14% Reduce -17.2% 2,853 $258K
Aua Capital Management, LLC 0.17% No change 2,845 $258K
Latitude Advisors, LLC 0.15% Reduce -31.9% 2,845 $258K
Ade, LLC 0.15% Add +0.0% 2,843 $257K
Birchcreek Wealth Management, LLC 0.16% Reduce -6.5% 2,843 $257K
Cypress Capital Group 0.03% Reduce -56.7% 2,842 $257K
Sprinkle Financial Consultants LLC 0.16% Reduce -1.7% 2,837 $257K
Westmount Partners, LLC 0.08% Add +21.6% 2,829 $256K
Melfa Wealth Management, Inc. 0.17% Add +3.1% 2,825 $256K
MorganRosel Wealth Management, LLC 0.08% Add +2.9% 2,814 $255K
Cascade Investment Group, Inc. 0.20% No change 2,813 $255K
Brown Brothers Harriman & Co. 0.00% Add +7928.6% 2,810 $254K
Paladin Advisory Group, LLC 0.20% Reduce -7.1% 2,809 $254K
Maven Securities LTD 0.06% New 2,800 $254K
Bensler, LLC 0.03% Add +0.2% 2,795 $253K
Keudell/Morrison Wealth Management 0.06% Add +5.3% 2,793 $253K
Compass Financial Group, INC 0.05% Reduce -0.1% 2,787 $252K
PFG Advisors 0.01% Add +4.8% 2,766 $250K
Ignite Planners, LLC 0.05% Reduce -0.1% 2,820 $250K
Greenland Capital Management LP 0.04% Reduce -46.3% 2,755 $249K
Joseph P. Lucia & Associates, LLC 0.11% No change 2,753 $249K
RBA Wealth Management, LLC 0.10% Reduce -1.6% 2,745 $249K
RDA Financial Network 0.07% No change 2,738 $248K
Bar Harbor Wealth Management 0.02% Reduce -15.2% 2,737 $248K
Advantage Trust Co 0.15% Add +42.6% 2,728 $247K
Clear Creek Financial Management, LLC 0.03% New 2,727 $247K
Ledyard National Bank 0.02% No change 2,719 $246K
Van Hulzen Asset Management, LLC 0.02% No change 2,715 $246K
Calton & Associates, Inc. 0.06% New 2,715 $246K
Wood Tarver Financial Group, LLC 0.08% Reduce -22.7% 2,691 $244K
Landmark Wealth Management, LLC 0.11% Reduce -3.6% 2,683 $243K
Citizens National Bank Trust Department 0.05% Add +9.1% 2,683 $243K
Capstone Wealth Management Group LLC 0.19% Reduce -0.9% 2,677 $242K
Center for Financial Planning, Inc. 0.03% No change 2,671 $242K
New England Private Wealth Advisors LLC 0.04% New 2,671 $242K
Grove Street Fiduciary, LLC 0.12% New 2,670 $242K
ETF Store, Inc. 0.30% Reduce -5.3% 2,661 $241K
QRG Capital Management, Inc. 0.00% Add +4.4% 2,658 $241K
Gemmer Asset Management LLC 0.02% Add +1.0% 2,656 $240K
Sellwood Investment Partners LLC 0.13% Add +28.1% 2,648 $240K
Brickley Wealth Management 0.05% No change 2,630 $238K
Safeguard Financial, LLC 0.05% Reduce -4.8% 2,626 $238K
SC&H Financial Advisors, Inc. 0.05% Reduce -0.5% 2,623 $238K
Russell Investments Group, Ltd. 0.00% Add +87.8% 2,616 $237K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 2,614 $237K
Beacon Financial Group 0.03% Reduce -2.4% 2,614 $237K
DecisionMap Wealth Management, LLC 0.18% New 2,611 $236K
Roehl & Yi Investment Advisors, LLC 0.13% Add +18.0% 10,855 $236K
Old North State Trust, LLC 0.15% No change 2,645 $236K
Headlands Technologies LLC 0.03% New 2,598 $235K
Stratos Investment Management, LLC 0.01% Reduce -30.7% 2,587 $234K
Capital Advisory Group Advisory Services, LLC 0.09% New 2,583 $234K
Trust Point Inc. 0.02% Add +1.1% 2,581 $234K
Smith & Howard Wealth Management, LLC 0.06% No change 2,578 $233K
Crestwood Advisors Group, LLC 0.00% Reduce -42.6% 2,572 $233K
Kendall Capital Management 0.07% Reduce -0.2% 2,570 $233K
Revisor Wealth Management LLC 0.10% New 2,553 $231K
Lee Danner & Bass Inc. 0.02% No change 2,534 $229K
Auour Investments LLC 0.08% Reduce -47.4% 2,596 $229K
Caprock Group, LLC 0.01% New 2,520 $228K
Tobias Financial Advisors, Inc. 0.04% Reduce -10.9% 2,518 $228K
Horst & Graben Wealth Management LLC 0.04% Add +10.9% 2,493 $226K
Calamos Wealth Management LLC 0.01% New 2,490 $225K
Aspen Grove Capital, LLC 0.04% No change 2,480 $225K
Cranbrook Wealth Management, LLC 0.05% Reduce -13.6% 2,478 $224K
Columbia River Financial Group, LLC 0.15% Reduce -0.5% 2,482 $224K
Aerodigm Wealth, LLC 0.12% New 2,471 $224K
Allegheny Financial Group 0.06% Reduce -1.6% 2,450 $222K
Cornerstone Select Advisors, LLC 0.21% Reduce -43.2% 2,449 $222K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 2,570 $220K
Lodestone Wealth Management LLC 0.12% Reduce -2.2% 2,425 $220K
Panoramic Investment Advisors, LLC 0.15% Reduce -4.0% 2,424 $219K
Capital Square, LLC 0.13% Add +7.4% 2,421 $219K
Valley National Advisers Inc. 0.04% No change 2,423 $219K
Instrumental Wealth, LLC 0.20% Reduce -26.6% 2,514 $219K
Patten & Patten Inc. 0.01% No change 2,407 $218K
CGC Financial Services, LLC 0.09% No change 2,405 $218K
Ssa Swiss Advisors AG 0.11% — 2,400 $217K
Pasadena Private Wealth, LLC 0.04% Reduce -5.2% 2,399 $217K
Sargent Investment Group, LLC 0.03% Add +0.3% 2,391 $216K
Cascade Wealth Advisors, Inc 0.15% Reduce -40.3% 2,500 $214K
German American Bancorp, Inc. 0.02% Reduce -18.9% 2,364 $214K
ZEGA Investments, LLC 0.06% New 2,357 $213K
St Germain D J Co. Inc. 0.01% Reduce -4.3% 2,345 $212K
Vestia Personal Wealth Advisors 0.17% Add +0.9% 2,345 $212K
Hill Investment Group Partners, LLC 0.03% Reduce -1.8% 2,334 $211K
Tru Independence Asset Management 2, LLC 0.16% New 2,329 $211K
Outlook Wealth Advisors, LLC 0.06% New 2,324 $210K
Windward Private Wealth Management Inc. 0.08% Reduce -37.1% 2,311 $209K
Orin Green Financial, LLC 0.10% New 2,459 $209K
Capital Advisors, Ltd. LLC 0.03% No change 2,304 $209K
Oak Asset Management, LLC 0.08% Add +0.2% 2,308 $209K
Aviso Wealth Management 0.11% Reduce -6.3% 2,307 $209K
Quadrant Private Wealth Management, LLC 0.05% Reduce -55.7% 2,295 $208K
BlueStem Wealth Partners, LLC 0.03% Reduce -6.9% 2,291 $207K
Security National Bank of Sioux City Iowa 0.15% New 2,290 $207K
Asset Dedication, LLC 0.02% Add +0.2% 2,280 $206K
Armstrong Advisory Group, Inc. 0.02% No change 2,312 $206K
Atlanta Consulting Group Advisors, LLC 0.06% No change 2,271 $206K
Romano Brothers and Company 0.03% Reduce -6.2% 2,262 $205K
Dynamic Wealth Strategies, LLC 0.17% New 2,261 $205K
Fairman Group, LLC 0.19% Reduce -47.5% 1,206 $204K
Jefferies Financial Group Inc. 0.00% Reduce -40.4% 2,257 $204K
Waterloo Capital, L.P. 0.02% New 2,256 $204K
Chesley Taft & Associates LLC 0.01% Reduce -8.2% 2,255 $204K
Mine & Arao Wealth Creation & Management, LLC. 0.10% Reduce -5.6% 2,247 $203K
First Financial Group Corp 0.23% New 2,244 $203K
Von Berge Wealth Management Group, LLC 0.13% Add +0.4% 2,329 $203K
Glassman Wealth Services 0.03% Add +69.7% 2,238 $203K
Catalyst Financial Partners LLC 0.04% New 2,234 $202K
Fortis Capital Management LLC 0.04% Reduce -29.0% 2,233 $202K
Citizens & Northern Corp. 0.06% New 2,226 $202K
MGB Wealth Management, LLC 0.07% No change 2,225 $201K
Great Lakes Advisors, LLC 0.00% Reduce -92.8% 2,216 $201K
Mycio Wealth Partners, LLC 0.05% No change 2,200 $199K
Cape Investment Advisory, Inc. 0.08% Add +0.3% 2,170 $197K
Greenline Partners, LLC 0.03% Reduce -62.6% 809 $196K
TOWER TRUST & INVESTMENT Co 0.16% — 2,203 $195K
MJT & Associates Financial Advisory Group, Inc. 0.17% — 2,003 $181K
Moser Wealth Advisors, LLC 0.09% No change 2,000 $181K
Ballast Advisors LLC 0.06% Add +3.5% 2,000 $181K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +100.0% 2,000 $179K
ZynergyRetirementPlanningLLC 0.13% Reduce -3.6% 2,010 $179K
Archer Investment Corp 0.04% Add +0.1% 1,908 $173K
Pension & Wealth Management Advisors, Inc. 0.06% Add +3.0% 1,906 $173K
Opal Wealth Advisors, LLC 0.05% New 1,869 $169K
N.E.W. Advisory Services LLC 0.01% New 1,795 $163K
FSA Wealth Management LLC 0.07% Add +190.3% 1,939 $160K
Valued Wealth Advisors LLC 0.10% Add +6.4% 1,755 $159K
Creative Financial Designs Inc. 0.01% Add +1.8% 1,706 $155K
Hanson & Doremus Investment Management 0.02% Add +4.7% 1,638 $148K
Deutsche Bank AG 0.00% No change 1,605 $145K
Oakworth Capital, Inc. 0.01% No change 1,594 $144K
MCF Advisors LLC 0.01% No change 1,588 $144K
Signaturefd, LLC 0.00% Reduce -17.5% 1,520 $138K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -16.2% 1,530 $137K
Accredited Wealth Management, LLC 0.11% No change 1,500 $136K
Pingora Partners LLC 0.10% No change 1,500 $136K
2UniFi Bank 0.09% Reduce -16.0% 1,434 $135K
Keystone Financial Group, Inc. 0.09% Reduce -8.3% 1,512 $134K
Halbert Hargrove Global Advisors, LLC 0.01% Add +9.3% 1,462 $132K
Bare Financial Services, Inc 0.05% No change 1,434 $130K
Cedar Mountain Advisors, LLC 0.03% Reduce -0.6% 1,392 $126K
Capital Investment Advisory Services, LLC 0.01% Add +43.5% 1,366 $124K
Costello Asset Management, INC 0.05% Add +122.2% 1,333 $121K
Elgethun Capital Management 0.03% Add +35.3% 1,316 $119K
Hurley Capital, LLC 0.09% Add +42.2% 1,300 $118K
Marquette Asset Management, LLC 0.02% No change 1,300 $118K
Tsfg, LLC 0.02% Reduce -0.2% 1,287 $117K
Urban Financial Advisory Corp 0.06% No change 1,266 $115K
Topsail Wealth Management, LLC 0.02% No change 1,260 $114K
eCIO, Inc. 0.04% — 1,223 $111K
Heck Capital Advisors, LLC 0.01% Add +3832.3% 1,219 $110K
Runnymede Capital Advisors, Inc. 0.10% Reduce -32.6% 1,175 $106K
SJS Investment Consulting Inc. 0.02% Reduce -0.3% 1,163 $105K
Morling Financial Advisors, LLC 0.04% Reduce -1.7% 1,162 $105K
Granite FO LLC 0.06% Reduce -60.4% 1,159 $105K
Graney & King, LLC 0.08% Reduce -6.5% 1,127 $102K
Park Place Capital Corp 0.03% No change 1,124 $102K
Atala Financial Inc 0.07% Reduce -8.5% 1,121 $101K
Resources Management Corp. /CT/ 0.01% Reduce -8.2% 1,114 $101K
Atwood & Palmer Inc. 0.01% No change 1,112 $101K
Aspect Partners, LLC 0.06% Add +0.5% 1,094 $99K
Armor Investment Advisors, LLC 0.04% No change 1,092 $99K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,079 $98K
Bellevue Asset Management, LLC 0.05% No change 1,066 $97K
Toth Financial Advisory Corp. 0.01% No change 1,065 $96K
Garland Capital Management Inc. 0.09% No change 1,049 $95K
Rosenberg Matthew Hamilton 0.02% No change 1,030 $93K
City State Bank 0.03% No change 985 $89K
Barclays PLC 0.00% Add +2.0% 975 $88K
Generali Asset Management SPA SGR 0.00% No change 960 $87K
Fortitude Family Office, LLC 0.03% Reduce -4.0% 940 $85K
Washington Trust Advisors, Inc. 0.01% Add +1.8% 919 $83K
Pacifica Partners Inc. 0.04% No change 943 $83K
Integrity Financial Corp 0.05% Add +1.1% 887 $80K
Jackson Hole Capital Partners, LLC 0.02% Reduce -0.3% 882 $80K
Realta Investment Advisors 0.04% Reduce -38.2% 855 $77K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -96.8% 850 $77K
AdvisorNet Financial, Inc 0.01% Add +13.8% 848 $77K
Frazier Financial Advisors, LLC 0.06% Add +1.0% 829 $75K
Salomon & Ludwin, LLC 0.01% Reduce -56.0% 810 $73K
Flagship Wealth Advisors, LLC 0.03% Reduce -11.3% 786 $71K
Hollencrest Capital Management 0.00% Reduce -95.0% 784 $71K
NFSG Corp 0.02% Reduce -44.5% 746 $68K
CNB Bank 0.03% No change 733 $66K
AlphaCore Capital LLC 0.01% New 731 $66K
Beacon Capital Management, LLC 0.01% Reduce -3.1% 723 $65K
Standard Family Office LLC 0.08% Reduce -42.9% 704 $64K
Howe & Rusling Inc. 0.01% Reduce -29.8% 700 $63K
Clearstead Trust, LLC 0.01% No change 692 $63K
Creative Capital Management Investments LLC 0.02% No change 676 $61K
Sittner & Nelson, LLC 0.03% No change 674 $61K
Kings Path Partners LLC 0.03% No change 672 $61K
EPG Wealth Management LLC 0.02% Add +0.6% 666 $60K
Bogart Wealth, LLC 0.00% Reduce -3.1% 653 $59K
Brown, Lisle/Cummings, Inc. 0.02% No change 649 $59K
BankPlus Trust Department 0.02% Reduce -12.1% 640 $58K
Boyd Watterson Asset Management LLC 0.02% No change 634 $57K
Smallwood Wealth Investment Management, LLC 0.04% New 630 $57K
Albion Financial Group 0.00% No change 627 $57K
Founders Financial Alliance, LLC 0.01% Add +13.3% 624 $56K
New Millennium Group LLC 0.04% Add +7562.5% 613 $56K
Main Street Group, LTD 0.02% No change 600 $54K
Union Savings Bank 0.03% Reduce -45.5% 600 $54K
1620 Investment Advisors, Inc. 0.04% Add +2.6% 599 $54K
Kestra Investment Management, LLC 0.00% Add +122.2% 580 $53K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $52K
Princeton Global Asset Management LLC 0.01% Add +0.5% 569 $52K
Rice Partnership, LLC 0.01% No change 551 $50K
GAMMA Investing LLC 0.00% Add +27.8% 547 $50K
Lindbrook Capital, LLC 0.00% No change 544 $49K
MPWM Advisory Solutions, LLC 0.04% No change 538 $49K
Minot DeBlois Advisors LLC 0.05% No change 514 $47K
ESL Trust Services, LLC 0.01% Reduce -43.0% 506 $46K
Teachers Insurance & Annuity Association of America 0.06% No change 504 $46K
Stephens Consulting, LLC 0.01% Add +0.2% 501 $45K
Olistico Wealth, LLC 0.03% New 487 $44K
Richard W. Paul & Associates, LLC 0.02% Reduce -13.2% 480 $43K
Creekmur Asset Management LLC 0.01% Add +1.1% 471 $43K
LGT Financial Advisors LLC 0.13% No change 465 $42K
Guardian Wealth Advisors, LLC / NC 0.00% Add +8.3% 454 $41K
Cetera Trust Company, N.A 0.03% No change 450 $41K
Anderson Financial Strategies, LLC 0.02% New 448 $41K
GHP Investment Advisors, Inc. 0.00% No change 439 $40K
Aberdeen Wealth Management LLC 0.03% New 438 $40K
Decker Retirement Planning Inc. 0.02% Add +36.4% 405 $37K
Founders Capital Management 0.02% No change 400 $36K
Kathleen S. Wright Associates Inc. 0.01% No change 400 $36K
Smartleaf Asset Management LLC 0.00% Add +8.4% 401 $36K
Roxbury Financial LLC 0.04% Add +0.5% 383 $36K
Laurel Wealth Advisors LLC 0.01% No change 386 $35K
Pflug Koory, LLC 0.02% Add +0.6% 364 $33K
Caldwell Sutter Capital, Inc. 0.02% No change 362 $33K
High Note Wealth, LLC 0.01% Reduce -7.7% 359 $33K
Hazlett, Burt & Watson, Inc. 0.01% No change 348 $32K
Golden State Wealth Management, LLC 0.00% Reduce -27.2% 338 $31K
Rise Advisors, LLC 0.01% Add +19.8% 333 $30K
Copia Wealth Management 0.03% Add +7.6% 327 $30K
Colonial Trust Advisors 0.00% No change 312 $28K
Tidemark, LLC 0.01% No change 310 $28K
Nemes Rush Group LLC 0.00% Add +1.3% 309 $28K
Synergy Investment Management, LLC 0.01% Reduce -51.0% 302 $27K
Adirondack Trust Co. 0.01% No change 300 $27K
CKW Financial Group 0.00% No change 300 $27K
GW&K Investment Management, LLC 0.00% No change 300 $27K
Godsey & Gibb, Inc. 0.00% No change 291 $26K
Register Financial Advisors LLC 0.01% Reduce -50.4% 291 $26K
Cullen/Frost Bankers, Inc. 0.00% Reduce -70.7% 288 $26K
Cornerstone Planning Group LLC 0.01% Add +0.7% 299 $26K
Legacy Bridge, LLC 0.01% Add +40.2% 286 $26K
Gen-Wealth Partners Inc 0.01% Add +1.8% 282 $26K
Quest 10 Wealth Builders, Inc. 0.03% Add +22.5% 278 $25K
Missouri Trust & Investment Co 0.01% Reduce -37.5% 275 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 274 $25K
Sterling Capital Management LLC 0.00% No change 272 $25K
GPS Wealth Strategies Group, LLC 0.00% Reduce -18.3% 263 $24K
Joseph Group Capital Management 0.01% No change 256 $23K
Longview Financial Advisors LLC 0.02% No change 254 $23K
Plante Moran Financial Advisors, LLC 0.00% Reduce -45.6% 253 $23K
Evermay Wealth Management LLC 0.00% Add +2.5% 249 $23K
Tradewinds Capital Management, LLC 0.01% Add +7.9% 247 $22K
SOA Wealth Advisors, LLC. 0.00% No change 227 $21K
Park Square Financial Group, LLC 0.02% Add +28.6% 225 $20K
Millstone Evans Group, LLC 0.01% No change 225 $20K
Rossby Financial, LCC 0.01% New 232 $20K
Van Den Berg Management I, Inc. 0.01% Add +0.9% 222 $20K
Optimum Investment Advisors 0.01% No change 220 $20K
Eukles Asset Management 0.01% Reduce -1.8% 214 $19K
CX Institutional 0.00% New 211 $19K
Islay Capital Management, LLC 0.01% No change 205 $19K
MTM Investment Management, LLC 0.01% Reduce -10.2% 202 $18K
Crowley Wealth Management, Inc. 0.02% New 200 $18K
General Partner, Inc. 0.01% Reduce -98.4% 200 $18K
Solstein Capital, LLC 0.01% No change 200 $18K
Dakota Community Bank & Trust NA 0.09% No change 199 $18K
Townsend Asset Management Corp. /NC/ 0.01% No change 194 $18K
Eastern Bank 0.00% Add +31.1% 194 $18K
Kiker Wealth Management, LLC 0.01% New 182 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $16K
Hughes Financial Services, LLC 0.00% New 175 $16K
S&T Bank 0.01% No change 175 $16K
Consultiva Wealth Management, Corp. 0.05% New 175 $16K
Fortis Group Advisors, LLC 0.00% No change 167 $15K
Parkworth Wealth Management, Inc. 0.01% Reduce -1.8% 167 $15K
Ulland Investment Advisors, LLC 0.01% No change 170 $15K
Compass Financial Services Inc 0.01% New 160 $14K
Brooklyn Investment Group 0.00% Add +226.5% 160 $14K
TruNorth Capital Management, LLC 0.00% No change 156 $14K
Pineridge Advisors LLC 0.01% Add +20.9% 156 $14K
Coastline Trust Co 0.00% No change 150 $14K
PSI Advisors, LLC 0.00% Reduce -23.3% 145 $13K
Hantz Financial Services, Inc. 0.00% New 140 $13K
Sound Financial Strategies Group, LLC 0.01% No change 136 $12K
IMA Advisory Services, Inc. 0.00% New 136 $12K
Capital Investment Counsel, Inc 0.00% No change 130 $12K
Bridge Generations Wealth Management LLC 0.01% No change 129 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 128 $12K
Delta Asset Management LLC 0.00% Add +1.6% 126 $11K
SRH Advisors, LLC 0.00% Reduce -6.7% 125 $11K
Bollard Group LLC 0.00% Add +0.8% 122 $11K
Absher Wealth Management, LLC 0.00% New 121 $11K
Global Financial Private Client, LLC 0.00% No change 119 $11K
Northwest Capital Management Inc 0.00% Add +0.8% 118 $11K
Christopher J. Hasenberg, Inc 0.00% No change 117 $11K
Friedenthal Financial 0.01% No change 106 $10K
Atlas Capital Advisors Inc. 0.00% Reduce -81.2% 104 $9K
Promus Capital, LLC 0.01% Reduce -73.5% 99 $9K
Centricity Wealth Management, LLC 0.01% No change 85 $8K
Tower View Wealth Management LLC 0.00% No change 83 $8K
Financial Gravity Asset Management, Inc. 0.00% — 80 $7K
Sierra Ocean, LLC 0.01% No change 77 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 76 $7K
Reyes Financial Architecture, Inc. 0.00% No change 73 $7K
Transce3nd, LLC 0.00% Reduce -64.3% 71 $6K
Chesapeake Asset Management LLC 0.01% Reduce -53.9% 60 $5K
Winthrop Capital Management, LLC 0.00% No change 57 $5K
Robinswood Financial LLC 0.00% No change 53 $5K
Ridgewood Investments LLC 0.00% No change 53 $5K
Concord Wealth Partners 0.00% No change 51 $5K
IAG Wealth Partners, LLC 0.00% Add +2.0% 50 $5K
Innovative Advisory Group, LLC 0.00% Add +20.5% 47 $4K
GoalVest Advisory LLC 0.00% No change 44 $4K
Inlight Wealth Management, LLC 0.00% New 38 $3K
Investors Research Corp 0.00% No change 34 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Coston, McIsaac & Partners 0.00% Add +2.8% 37 $3K
ORG Partners LLC 0.00% Reduce -84.7% 32 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 28 $3K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 27,000 $2K
Painted Porch Advisors LLC 0.00% Add +127.3% 25 $2K
West Paces Advisors Inc. 0.00% New 21 $2K
Capital A Wealth Management, LLC 0.00% New 21 $2K
Nova Wealth Management, Inc. 0.00% New 20 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Cheviot Value Management, LLC 0.00% New 20 $2K
Fairscale Capital, LLC 0.00% No change 18 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 18 $2K
Front Row Advisors LLC 0.00% New 17 $2K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Legacy Wealth Managment, LLC 0.00% No change 14 $1K
Hoey Investments, Inc. 0.00% New 14 $1K
Sunbelt Securities, Inc. 0.00% Reduce -94.5% 12 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Navigoe, LLC 0.00% New 19 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 11 $996
Mountain Hill Investment Partners Corp. 0.00% No change 11 $972
Activest Wealth Management 0.00% No change 7 $642
SYM FINANCIAL Corp 0.00% Reduce -56.3% 7 $634
JNBA Financial Advisors 0.00% Reduce -97.3% 7 $634
Wealth Preservation Advisors, LLC 0.00% — 6 $543
Washington Growth Strategies LLC 0.48% — 91 $535
Prudent Man Investment Management, Inc. 0.00% No change 6 $535
Addison Advisors LLC 0.00% No change 4 $408
PFG Private Wealth Management, LLC 0.00% New 3 $272
Family Manage LLC 0.00% New 3 $272
Darwin Wealth Management, LLC 0.00% No change 2 $178
Keystone Global Partners, LLC 0.00% — 1 $92
Arjuna Capital 0.00% New 1 $91
Strategic Investment Solutions, Inc. 0.00% No change 1 $64
Bellwether Advisors, LLC 0.00% No change 1 $48
West Oak Capital, LLC 0.00% No change 1 $1

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