Vanguard Real Estate ETFVNQETF

13F holders, Q2 2025 (June 30)
1,673holders −44
69new positions
112sold out
5famous investors
$81.40avg. 13F price*

At the end of Q2 2025, 1,673 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, down 44 from Q1 2025. 69 opened new positions and 112 sold out. The largest holders were Empower Advisory Group, LLC ($1.3B), Creative Planning ($1.2B) and Bank of America Corp. ($906.5M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions69$130.0M
Exits112$207.9M

All 13F filers, Q1 2025 → Q2 2025: 29,589,333 shares bought and 17,251,348 shares sold, net +12,337,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,673 holders

Empower Advisory Group, LLC 3.85% Add +4.2% 14,436,154 $1.3B
Creative Planning 1.04% Reduce -3.8% 13,676,143 $1.2B
Bank of America Corp. 0.07% Reduce -5.1% 10,178,006 $906.5M
Northwestern Mutual Wealth Management Co. 0.66% Add +6.0% 10,113,178 $900.7M
Morgan Stanley 0.06% Reduce -18.8% 9,713,083 $865.0M
Wealthfront Advisers LLC 2.01% Add +2.5% 8,778,198 $781.8M
State of New Jersey Common Pension Fund D 2.97% No change 8,598,869 $765.8M
JPMorgan Chase & Co. 0.05% Reduce -7.4% 8,037,129 $715.8M
US Bancorp \de 0.57% Add +0.2% 5,051,917 $449.9M
Wells Fargo & Company 0.09% Reduce -4.1% 4,350,706 $387.5M
Prudential Financial Inc. 0.49% Add +2.0% 4,256,152 $379.1M
Goldman Sachs Group Inc. 0.06% Reduce -16.0% 3,943,457 $351.2M
Financial Engines Advisors L.L.C. 0.58% Add +0.7% 3,285,391 $292.6M
Bank of New York Mellon Corp 0.05% Add +0.3% 2,772,100 $246.9M
Envestnet Asset Management Inc. 0.06% Reduce -14.4% 2,302,472 $205.0M
State of Tennessee, Department of Treasury 0.67% Add +2.8% 2,111,185 $188.0M
LPL Financial LLC 0.06% Add +20.9% 2,095,564 $186.6M
Mariner, LLC 0.26% Reduce -1.1% 1,986,264 $176.9M
Pure Financial Advisors, LLC 2.94% Add +2.8% 1,876,350 $167.1M
UBS Group AG 0.03% Add +9.7% 1,782,135 $158.7M
Manufacturers Life Insurance Company, The 0.13% Add +9.3% 1,606,565 $143.1M
State Street Corp. 0.01% Add +735.3% 1,592,905 $141.9M
Fifth Third Bancorp 0.48% Reduce -9.0% 1,563,702 $139.3M
Royal Bank of Canada 0.02% Reduce -5.9% 1,404,960 $125.1M
Ballentine Partners, LLC 1.85% Add +5.9% 1,378,736 $122.8M
Raymond James Financial Inc. 0.04% Add +0.3% 1,356,741 $120.8M
Vista Capital Partners, Inc. 12.36% Reduce -1.3% 1,267,394 $112.9M
Gibson Capital, LLC 21.71% Add +0.4% 1,234,677 $110.0M
Cetera Investment Advisers 0.18% Reduce -5.0% 1,208,803 $107.7M
PNC Financial Services Group, Inc. 0.07% Reduce -1.3% 1,205,350 $107.3M
Millburn Ridgefield LLC 2.52% Reduce -2.2% 1,174,363 $104.6M
Catalyst Capital Advisors LLC 2.11% Reduce -2.2% 1,174,363 $104.6M
Corient Private Wealth LP 0.13% Reduce -1.4% 1,110,314 $98.9M
Citigroup Inc. 0.07% Add +21.0% 1,064,081 $94.8M
BNP Paribas Financial Markets 0.07% Reduce -67.8% 1,046,098 $93.2M
Beacon Capital Management, Inc. 4.59% Add +1568.1% 1,001,170 $89.2M
Avantax Advisory Services, Inc. 0.46% Add +2.5% 936,792 $83.4M
Glenmede Investment Management, LP 0.39% — 875,642 $78.0M
Sand Hill Global Advisors, LLC 2.83% Add +1.4% 856,608 $76.3M
Healthcare of Ontario Pension Plan Trust Fund 0.15% No change 850,000 $75.7M
Vanderbilt University 14.13% Add +1.0% 840,610 $74.9M
Assetmark, Inc. 0.17% Add +5.2% 832,470 $74.1M
Seven Post Investment Office LP 27.69% Add +0.9% 825,347 $73.5M
United Capital Financial Advisors, LLC 0.57% Reduce -8.5% 789,646 $70.3M
Commonwealth Equity Services, LLC 0.09% Add +2.4% 747,315 $66.6M
HighTower Advisors, LLC 0.08% Reduce -1.3% 732,489 $65.2M
Pathstone Holdings, LLC 0.26% Add +23.2% 838,866 $64.9M
Caisse de depot et placement du Quebec 0.13% Reduce -19.5% 680,300 $60.6M
Ameriprise Financial Inc. 0.01% Reduce -13.0% 658,175 $58.7M
Stifel Financial Corp. 0.06% Add +0.1% 657,771 $58.6M
1832 Asset Management L.P. 0.10% Add +6.2% 629,800 $56.1M
Cerity Partners LLC 0.10% Reduce -30.0% 604,725 $53.9M
Midwest Trust Co 0.74% — 596,696 $53.1M
D. E. Shaw & Co. 0.06% Reduce -60.2% 583,837 $52.0M
First Command Advisory Services, Inc. 0.45% Add +2.5% 580,867 $51.7M
Rebalance, LLC 3.44% Reduce -33.0% 568,828 $50.7M
Efficient Advisors, LLC 2.93% Add +5.5% 551,718 $49.1M
Citizens Financial Group Inc. 0.73% Reduce -4.7% 507,095 $45.2M
Passive Capital Management, LLC. 13.95% Reduce -2.1% 499,595 $44.8M
Wealthspire Advisors, LLC 0.25% Reduce -4.5% 494,688 $44.1M
Rockefeller Capital Management L.P. 0.10% Reduce -1.6% 481,748 $43.3M
Capital Investment Advisors, LLC 0.73% Add +7.1% 461,305 $41.5M
Osaic Holdings, Inc. 0.07% Add +13.4% 461,883 $41.2M
Moneta Group Investment Advisors LLC 0.47% Reduce -3.4% 446,208 $39.7M
Glenview Trust Co 0.68% Add +24.4% 443,775 $39.5M
SCS Capital Management LLC 0.43% Add +1.8% 439,840 $39.2M
Osborne Partners Capital Management, LLC 2.05% Add +4.7% 432,617 $38.5M
Peapack Gladstone Financial Corp. 0.54% Reduce -4.6% 425,913 $37.9M
M&T Bank Corp 0.12% Reduce -5.5% 401,571 $35.8M
Sequoia Financial Advisors, LLC 0.24% Reduce -4.1% 392,598 $35.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.78% Add +1.5% 387,069 $34.5M
Mercer Global Advisors Inc. 0.08% Add +34.9% 383,482 $34.2M
Chandler Asset Management, Inc. 6.01% Add +0.4% 379,853 $33.8M
CW Advisors, LLC 0.33% Add +559.2% 377,695 $33.6M
Prime Capital Investment Advisors, LLC 0.44% Reduce -9.8% 369,145 $32.9M
Evergreen Capital Management LLC 0.97% Add +9.2% 360,192 $32.1M
Garde Capital, Inc. 1.65% Reduce -2.9% 345,582 $30.8M
Falcon Wealth Planning 3.04% Add +6.8% 338,312 $30.1M
Focus Partners Wealth 0.07% Add +5.2% 338,150 $30.1M
Comprehensive Financial Management LLC 0.82% No change 328,338 $29.2M
Conservest Capital Advisors, Inc. 2.87% Add +24.0% 325,849 $29.0M
Kwmg, LLC 2.72% Reduce -6.5% 325,786 $29.0M
Baird Financial Group, Inc. 0.05% Reduce -2.8% 323,666 $28.8M
Becker Capital Management Inc. 0.87% Add +0.6% 315,178 $28.1M
Principal Financial Group Inc. 0.01% Add +24.0% 308,678 $27.5M
MassMutual Private Wealth & Trust, FSB 0.73% Add +3.3% 305,984 $27.3M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -7.2% 293,565 $26.4M
Comerica Bank 0.10% Add +47.7% 286,220 $25.5M
HHM Wealth Advisors, LLC 3.02% Add +2.2% 285,678 $25.4M
PGIM Custom Harvest LLC 0.51% Add +9.5% 275,976 $24.6M
Exchange Traded Concepts, LLC 0.30% Reduce -60.6% 267,431 $23.8M
Captrust Financial Advisors 0.05% Add +3.3% 266,231 $23.7M
FMR LLC 0.00% Reduce -12.8% 263,403 $23.5M
Sumitomo Life Insurance Co. 1.57% New 260,707 $23.2M
Foster & Motley Inc. 1.33% Reduce -0.6% 258,238 $23.0M
Whelan Financial 8.20% Add +0.8% 254,697 $22.7M
Cypress Financial Planning LLC 7.33% Add +4.5% 250,590 $22.3M
Community Trust & Investment Co. 1.29% Reduce -0.1% 250,429 $22.3M
JMG Financial Group, Ltd. 0.67% Reduce -0.8% 249,911 $22.3M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -14.2% 249,157 $22.2M
Omega Financial Group, LLC 7.86% Reduce -2.5% 244,610 $21.8M
Kohmann Bosshard Financial Services, LLC 2.41% Add +3.6% 242,827 $21.6M
Presilium Private Wealth, LLC 4.21% Add +13.5% 230,808 $20.6M
Patriot Investment Management Group, Inc. 1.40% Add +3.6% 226,989 $20.2M
Pacific Capital Wealth Advisors, Inc. 3.66% Reduce -14.5% 223,781 $20.0M
Valmark Advisers, Inc. 0.27% Add +2.5% 219,340 $19.5M
Moller Wealth Partners 4.25% Add +5.7% 216,341 $19.3M
Rodgers & Associates, LTD 2.11% Add +2.1% 215,562 $19.2M
Neuberger Berman Group LLC 0.01% Add +0.1% 212,035 $18.9M
McIlrath & Eck, LLC 2.14% Add +3.9% 210,565 $18.8M
DecisionPoint Financial, LLC 4.77% Add +3.9% 208,194 $18.7M
Fairfield University 10.30% Add +1.0% 209,555 $18.7M
First Financial Bankshares Inc 0.42% Reduce -32.0% 209,468 $18.7M
Sage Financial Group Inc. 1.38% Add +7.4% 209,201 $18.6M
Austin Asset Management Co Inc 3.75% Add +3.2% 208,246 $18.5M
Roble, Belko & Company, Inc 2.62% Add +4.0% 201,828 $18.0M
Tanglewood Wealth Management, Inc. 1.77% Reduce -5.6% 201,578 $18.0M
B & T Capital Management DBA Alpha Capital Management 3.09% Add +2.0% 201,542 $17.9M
Trilogy Capital Inc. 0.87% Add +92.2% 200,677 $17.9M
Common Fund for Nonprofit Organizations 1.80% Add +623.1% 195,605 $17.4M
Rockwood Wealth Management, LLC 1.53% Reduce -27.2% 195,424 $17.4M
Focus Partners Advisor Solutions, LLC 0.23% Add +9.6% 191,773 $17.1M
Sachem Hill LLC 3.48% Reduce -11.3% 191,329 $17.0M
CreativeOne Wealth, LLC 0.44% Add +1.9% 188,467 $16.8M
Lido Advisors, LLC 0.09% Add +27.5% 185,434 $16.5M
MAI Capital Management 0.11% Reduce -0.6% 184,166 $16.4M
Define Financial, LLC 10.79% Add +3.3% 183,906 $16.4M
TCV Trust & Wealth Management, Inc. 1.40% Add +0.2% 180,051 $16.0M
Tectonic Advisors LLC 0.92% Add +1.8% 178,289 $15.9M
Awm Capital, LLC 1.65% Reduce -0.3% 175,828 $15.7M
Pacific Center for Financial Services 4.21% Reduce -0.6% 174,231 $15.5M
Proficio Capital Partners LLC 0.96% New 14,049,783 $15.5M
Firestone Capital Management 3.56% Add +2.6% 169,548 $15.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +12.2% 169,449 $15.1M
Wrenne Financial Planning LLC 7.00% Add +17.1% 167,957 $15.0M
Private Wealth Asset Management, LLC 1.96% Reduce -0.8% 165,852 $14.8M
Wealthcare Advisory Partners LLC 0.34% Reduce -1.4% 165,396 $14.7M
Cambridge Capital Management, LLC 7.61% Add +2.6% 159,229 $14.2M
Nuveen, LLC 0.00% New 158,583 $14.1M
Commerce Bank 0.08% Reduce -4.7% 158,312 $14.1M
Farther Finance Advisors, LLC 0.28% Reduce -4.0% 156,803 $14.0M
MML Investors Services, LLC 0.04% Add +5.4% 156,779 $14.0M
Blair William & Co. 0.04% Reduce -5.2% 156,634 $13.9M
Gould Asset Management LLC 2.71% Add +3.3% 155,628 $13.9M
SWAN Capital LLC 6.01% Reduce -16.3% 155,335 $13.8M
Bailard, Inc. 0.32% Add +0.7% 153,662 $13.7M
Brown Advisory Inc. 0.02% Reduce -1.7% 153,422 $13.7M
Partners in Financial Planning 2.52% Add +1.5% 153,331 $13.7M
LRI Investments, LLC 1.16% Reduce -1.8% 153,196 $13.6M
Greenwood Gearhart LLC 0.84% Add +2.2% 150,479 $13.4M
Bluestem Financial Advisors, LLC 5.62% Add +0.3% 147,167 $13.1M
Tiaa Trust, National Association 0.03% Reduce -22.1% 146,928 $13.1M
Fort Henry Capital, LLC 8.68% Add +1.6% 145,051 $12.9M
Avion Wealth 2.94% Add +3.3% 144,576 $12.9M
TrueWealth Financial Partners 7.03% Reduce -6.4% 143,056 $12.7M
Ameritas Investment Partners, Inc. 0.40% Reduce -1.5% 142,740 $12.7M
Daiwa Securities Group Inc. 0.05% Reduce -14.4% 142,690 $12.7M
Steward Partners Investment Advisory, LLC 0.10% Add +4.4% 140,428 $12.5M
Kestra Advisory Services, LLC 0.06% Add +2.0% 139,523 $12.4M
Alliancebernstein L.P. 0.00% Reduce -14.2% 139,346 $12.4M
Partners Capital Investment Group, LLP 0.50% Reduce -46.1% 138,725 $12.4M
Private Advisor Group, LLC 0.06% Reduce -1.7% 135,044 $12.0M
Van Eck Associates Corp. 0.01% Reduce -46.6% 134,774 $12.0M
Truist Financial Corp. 0.02% Reduce -9.8% 134,640 $12.0M
Hurlow Wealth Management Group, Inc. 3.37% Reduce -16.1% 134,073 $11.9M
Financial Advisory Corp 1.83% Add +1.0% 133,772 $11.9M
Bank of Montreal 0.01% Reduce -7.6% 132,000 $11.8M
Exencial Wealth Advisors, LLC 0.41% Reduce -3.6% 131,564 $11.7M
Sei Investments Co. 0.01% New 130,239 $11.6M
Northern Trust Corp. 0.00% Add +0.2% 128,808 $11.5M
Johnson Financial Group, LLC 1.09% Add +4.8% 128,681 $11.5M
New Hampshire Trust 2.39% Add +5.4% 128,495 $11.4M
Johnson Financial Group, Inc. 0.51% Reduce -8.1% 126,729 $11.3M
Somnio Financial Group, LLC 8.00% — 125,583 $11.2M
Nwam LLC 0.65% Add +330.6% 125,111 $11.1M
Plancorp, LLC 0.39% Add +0.3% 124,957 $11.1M
GenTrust, LLC 0.52% Add +2.6% 124,098 $11.1M
BCR Wealth Strategies, LLC 4.27% Add +6.6% 124,004 $11.0M
Grove Bank & Trust 1.38% Add +40.1% 123,937 $11.0M
Rathbones Group PLC 0.05% Reduce -0.6% 122,957 $11.0M
Allodium Investment Consultants, LLC 6.86% Add +3.6% 121,725 $10.8M
Navalign, LLC 2.94% Add +1.8% 119,533 $10.6M
Wela Strategies, Inc. 4.18% Add +2.2% 118,972 $10.6M
Modera Wealth Management, LLC 0.13% Reduce -0.6% 117,969 $10.5M
Phillips Financial Management, LLC 0.76% Reduce -2.0% 117,904 $10.5M
Atria Wealth Solutions, Inc. 0.24% Reduce -55.6% 116,987 $10.4M
Old Second National Bank of Aurora 2.27% Reduce -17.4% 116,842 $10.4M
Galvin, Gaustad & Stein, LLC 0.91% Add +1482.2% 116,717 $10.4M
FC Advisory LLC 3.20% Reduce -0.2% 116,358 $10.4M
Cordant, Inc. 4.98% Add +0.8% 115,773 $10.3M
Ashton Thomas Private Wealth, LLC 0.35% Reduce -25.6% 112,638 $10.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +24.3% 112,470 $10.0M
Horizons Wealth Management 7.22% Add +0.9% 112,080 $10.0M
Magnolia Wealth Management, LLC 6.40% Add +4.1% 110,151 $9.8M
Avior Wealth Management, LLC 0.34% Add +1.7% 109,959 $9.8M
Riverpoint Wealth Management Holdings, LLC 2.30% Reduce -1.7% 109,643 $9.8M
Adaptive Financial Consulting, LLC 4.06% Reduce -0.8% 109,117 $9.7M
Connecticut Wealth Management, LLC 0.46% Reduce -3.4% 108,257 $9.6M
Mission Wealth Management, LP 0.21% Add +24.0% 108,099 $9.6M
Cardiff Park Advisors, LLC 0.80% Reduce -4.0% 104,229 $9.3M
Foundation Wealth Management, LLC\PA 4.01% Reduce -2.2% 104,066 $9.3M
Peterson Wealth Advisors, LLC 1.52% Add +1.7% 103,179 $9.2M
Parallel Advisors, LLC 0.18% Add +12.3% 102,738 $9.1M
Ancora Advisors LLC 0.19% Reduce -12.8% 102,412 $9.1M
Bokf, NA 0.15% Reduce -0.2% 101,994 $9.1M
Flagstone Financial Management 2.60% Add +7.8% 101,899 $9.1M
Janney Montgomery Scott LLC 0.02% Add +0.7% 101,868 $9.1M
Ted Buchan & Co 3.57% Add +9.8% 100,746 $9.0M
Iyo Bank, Ltd. 3.59% Reduce -33.3% 99,733 $8.9M
Beacon Pointe Advisors, LLC 0.09% Reduce -5.8% 99,382 $8.9M
Victory Capital Management Inc. 0.01% No change 99,002 $8.8M
Stratos Wealth Partners, LTD. 0.12% Reduce -0.9% 98,796 $8.8M
BlackRock, Inc. 0.00% Add +889.9% 97,738 $8.7M
Bear Mountain Capital, Inc. 3.09% Reduce -6.5% 96,038 $8.6M
KCM Investment Advisors LLC 0.29% Reduce -2.5% 96,969 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -13.6% 95,278 $8.5M
Atmos Advisory, LLC 5.36% Add +8.7% 94,497 $8.4M
Archvest Wealth Advisors, Inc. 7.33% Add +6.1% 94,459 $8.4M
Industrial Alliance Investment Management Inc. 5.64% No change 94,190 $8.4M
PACK Private Wealth, LLC 4.33% Add +8.7% 91,756 $8.2M
Associated Banc-Corp 0.23% Reduce -27.1% 91,002 $8.1M
Checchi Capital Advisers, LLC 0.56% Add +1.4% 90,745 $8.1M
LBMC Investment Advisors, LLC 0.57% Reduce -3.4% 90,244 $8.0M
Parkside Advisors LLC 1.75% Add +1.9% 89,444 $8.0M
NewEdge Advisors, LLC 0.04% Reduce -17.2% 89,315 $8.0M
Tide Cove Capital Partners LLC 6.24% Add +2.2% 87,335 $7.9M
Stephens Inc. 0.11% Reduce -0.5% 88,120 $7.8M
Evoke Wealth, LLC 0.18% Add +10.9% 87,398 $7.8M
HSBC Holdings PLC 0.01% Reduce -1.8% 87,350 $7.8M
Brookstone Capital Management 0.10% Reduce -14.3% 86,147 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -43.1% 85,923 $7.7M
Gray Private Wealth, LLC 4.11% Add +4.2% 85,841 $7.6M
Grey Fox Wealth Advisors, LLC 1.80% Add +4.5% 84,860 $7.6M
Chilton Capital Management LLC 0.27% Reduce -5.5% 83,777 $7.5M
Drystone LLC 6.79% Reduce -0.5% 83,235 $7.4M
Fairway Wealth LLC 2.36% Add +154.7% 207,222 $7.4M
Modern Wealth Management, LLC 0.18% Add +1084.8% 82,416 $7.3M
Betterment LLC 0.02% Add +66.6% 82,158 $7.3M
FIDELIS iM, LLC 3.25% Reduce -0.7% 81,939 $7.3M
Diversified Portfolios, Inc. 0.70% Add +4.4% 81,905 $7.3M
Kingsview Wealth Management, LLC 0.12% Add +5.6% 80,736 $7.2M
Heritage Wealth Management, Inc./Texas 3.54% Reduce -23.4% 79,843 $7.1M
Financial Futures Ltd Liability Co. 3.80% Add +3.4% 79,555 $7.1M
David Kennon Inc 2.64% Add +0.8% 79,275 $7.1M
United Bank 0.84% Add +0.2% 79,124 $7.0M
Prairiewood Capital, LLC 2.59% Add +6.8% 78,364 $7.0M
Silver Coast Investments LLC 2.54% Add +1.7% 78,354 $7.0M
Allworth Financial LP 0.03% Add +179.5% 77,106 $6.9M
Oppenheimer & Co. Inc. 0.09% Add +10.7% 77,009 $6.9M
Kanawha Capital Management LLC 0.51% Reduce -0.8% 76,588 $6.8M
Ariston Services Group 4.85% Add +0.0% 76,531 $6.8M
Harbor Investment Advisory, LLC 0.61% Reduce -1.1% 76,381 $6.8M
Country Trust Bank 0.15% Reduce -0.7% 76,295 $6.8M
Campion Asset Management 5.09% Add +0.9% 76,184 $6.8M
Fonville Wealth Management LLC 1.72% Add +14.8% 76,146 $6.8M
Wealth Alliance, LLC 0.75% Reduce -12.4% 75,598 $6.7M
Cwm, LLC 0.02% Add +11.3% 74,678 $6.7M
Bayshore Asset Management, LLC 3.03% Reduce -3.6% 74,398 $6.6M
Allie Family Office LLC 3.27% Add +7.0% 74,110 $6.6M
Franklin Resources Inc. 0.00% Reduce -20.8% 73,793 $6.6M
Chicago Partners Investment Group LLC 0.19% Reduce -7.7% 71,356 $6.6M
Fairview Capital Investment Management, LLC 0.34% Reduce -0.9% 73,738 $6.6M
Freestone Capital Holdings, LLC 0.22% Reduce -11.7% 73,307 $6.5M
Cambridge Advisors Inc. 1.36% Add +3.5% 72,996 $6.5M
First National Corp. /Ma/ 1.31% Add +1.9% 72,920 $6.5M
WestHill Financial Advisors, Inc. 1.37% Reduce -0.2% 72,336 $6.4M
Krilogy Financial LLC 0.37% Add +2.8% 72,069 $6.4M
Empowered Funds, LLC 0.07% Reduce -26.8% 71,846 $6.4M
Financial Advisors Network, Inc. 0.97% Reduce -3.7% 71,835 $6.4M
Willow Creek Wealth Management Inc. 0.58% Add +3.7% 71,794 $6.4M
Silver Oak Advisory Group, Inc. 3.10% Add +1.5% 71,800 $6.4M
Latigo Investments, LLC 3.26% No change 70,972 $6.3M
Hardy Reed LLC 0.50% No change 70,572 $6.3M
JDM Financial Group LLC 2.96% Add +2.8% 70,441 $6.3M
Cerity Partners OCIO LLC 0.35% Reduce -25.1% 70,269 $6.3M
Cliffwater LLC 1.28% No change 69,923 $6.2M
American Investment Services, Inc. 1.58% Reduce -6.3% 69,597 $6.2M
Capital Advisors Wealth Management, LLC 0.97% Add +5.0% 69,088 $6.2M
Rainwater Charitable Foundation 3.60% No change 68,428 $6.1M
Fiduciary Trust Co 0.07% Reduce -6.4% 67,931 $6.0M
Total Wealth Planning, LLC 0.76% Reduce -1.7% 67,553 $6.0M
Family Firm, Inc. 1.45% Reduce -2.0% 67,538 $6.0M
Natixis Advisors, LLC 0.01% Reduce -12.6% 67,360 $6.0M
Northwest Quadrant Wealth Management, LLC 1.33% Reduce -1.9% 66,805 $5.9M
Norden Group LLC 0.64% New 66,652 $5.9M
White Lighthouse Investment Management Inc. 0.96% Add +8.9% 66,340 $5.9M
Coldstream Capital Management Inc. 0.10% Reduce -0.8% 66,235 $5.9M
Moran Wealth Management, LLC 0.18% New 65,801 $5.9M
Pinnacle Financial Partners Inc 0.12% Reduce -11.1% 65,694 $5.9M
Regal Investment Advisors LLC 0.44% Reduce -0.9% 65,523 $5.8M
Integrated Wealth Concepts LLC 0.06% Reduce -11.9% 65,145 $5.8M
LMG Wealth Partners, LLC 1.18% Add +0.5% 64,418 $5.7M
Aletheian Wealth Advisors LLC 2.81% Add +8.2% 64,249 $5.7M
Neumann Capital Management, LLC 1.79% Reduce -0.2% 64,069 $5.7M
REDW Wealth LLC 2.27% Reduce -22.4% 63,962 $5.7M
Dai-ichi Life Holdings, Inc. 6.65% Add +3.1% 64,236 $5.7M
Waverly Advisors, LLC 0.06% Add +0.2% 63,796 $5.7M
Idaho Trust Co 2.02% Add +33.5% 63,430 $5.6M
Whittier Trust Co. 0.07% Reduce -0.2% 63,360 $5.6M
BlueSky Wealth Advisors, LLC 0.82% Reduce -4.1% 63,229 $5.6M
Nalls Sherbakoff Group, LLC 4.09% Reduce -3.4% 63,036 $5.6M
LPWM LLC 1.64% Add +2.0% 62,998 $5.6M
Cambridge Associates LLC /Ma/ 0.12% No change 62,903 $5.6M
PDS Planning, Inc 0.41% Reduce -3.4% 62,187 $5.5M
Elm Partners Management LLC 0.32% Reduce -28.2% 62,123 $5.5M
Financial Alternatives, Inc 3.53% Add +3.2% 60,888 $5.4M
WealthCollab, LLC 3.04% Add +6.4% 60,795 $5.4M
One Day In July LLC 0.49% Reduce -27.7% 60,519 $5.4M
Tudor Investment Corporation 0.04% Add +485.5% 60,403 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 59,861 $5.3M
Red Wave Investments LLC 1.75% Reduce -5.9% 59,754 $5.3M
JFG Wealth Management, LLC 1.10% Add +0.9% 59,238 $5.3M
SG Americas Securities, LLC 0.02% Add +6.3% 59,000 $5.3M
Clearstead Advisors, LLC 0.07% Reduce -5.6% 58,903 $5.2M
Baron Financial Group, LLC 3.06% Reduce -0.4% 58,615 $5.2M
Traveka Wealth, LLC 2.75% Add +1.4% 58,262 $5.2M
CIBC Private Wealth Group LLC 0.01% Add +3.5% 58,105 $5.2M
Park National Corp. 0.17% Reduce -6.0% 57,741 $5.1M
Arkadios Wealth Advisors 0.15% Add +5.5% 57,716 $5.1M
Sanctuary Advisors, LLC 0.03% Add +11.5% 57,134 $5.1M
Thrive Capital Management, LLC 1.57% New 56,401 $5.0M
Crewe Advisors LLC 0.71% Reduce -1.7% 56,355 $5.0M
WESCAP Management Group, Inc. 1.14% Add +27.2% 56,260 $5.0M
Advisory Services Network, LLC 0.08% Add +19.7% 55,545 $5.0M
Simplicity Wealth,LLC 0.20% Add +196.6% 55,294 $4.9M
Manchester Capital Management LLC 0.65% Reduce -23.2% 55,284 $4.9M
AA Financial Advisors, LLC 1.06% Add +22.1% 55,271 $4.9M
Cassaday & Co Wealth Management LLC 0.12% Add +61.0% 55,202 $4.9M
Balanced Wealth Group LLC 2.12% Reduce -8.8% 54,733 $4.9M
Merit Financial Group, LLC 0.05% Add +12.5% 54,770 $4.9M
MBL Wealth, LLC 0.47% Add +3.9% 54,569 $4.9M
Klingman & Associates, LLC 0.27% Add +0.7% 54,397 $4.8M
Unconventional Investor, LLC 2.67% Add +0.8% 54,276 $4.8M
Zhang Financial LLC 0.22% Reduce -4.7% 53,963 $4.8M
VeraBank, N.A. 0.95% Add +18.8% 53,420 $4.8M
Human Investing LLC 0.74% Reduce -1.4% 53,050 $4.7M
RTD Financial Advisors, Inc. 0.60% Reduce -36.4% 52,754 $4.7M
Pine Ridge Advisers LLC 0.29% Add +1.0% 50,681 $4.5M
Evanson Asset Management, LLC 0.28% Add +0.9% 50,658 $4.5M
Verdence Capital Advisors LLC 0.31% Add +6.3% 50,378 $4.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.97% Reduce -6.0% 50,231 $4.5M
Cherry Tree Wealth Management, LLC 1.04% Reduce -1.7% 50,156 $4.5M
IFG Advisors, LLC 0.75% Add +20.6% 49,995 $4.5M
Monograph Wealth Advisors, LLC 0.55% Add +17.8% 49,843 $4.4M
Beaird Harris Wealth Management, LLC 0.34% Add +5.3% 49,687 $4.4M
Marotta Asset Management 0.88% Reduce -8.9% 49,402 $4.4M
Everhart Financial Group, Inc. 0.51% Add +10.9% 49,357 $4.4M
Arax Advisory Partners 0.20% Add +1.4% 44,038 $4.3M
Zeit Capital LLC 3.10% Add +0.7% 48,670 $4.3M
United Bank 1.65% Reduce -27.8% 48,454 $4.3M
River Street Advisors LLC 1.85% Reduce -15.0% 48,283 $4.3M
Dodds Wealth, LLC 1.15% Reduce -1.2% 48,104 $4.3M
LifeGuide Financial Advisors, LLC 1.57% Reduce -24.0% 47,882 $4.3M
CMH Wealth Management LLC 0.98% Reduce -4.6% 47,240 $4.2M
Biltmore Family Office, LLC 0.71% Add +19.2% 47,136 $4.2M
Disciplined Investments, LLC 1.78% Reduce -0.2% 47,121 $4.2M
Hancock Whitney Corp. 0.08% Add +116.6% 47,108 $4.2M
Marathon Strategic Advisors, LLC 3.90% Add +6.4% 47,082 $4.2M
Cresset Asset Management, LLC 0.02% Reduce -37.9% 46,404 $4.1M
Northeast Financial Group, Inc. 1.30% New 46,243 $4.1M
Ashford Capital Management Inc. 0.48% Reduce -32.3% 46,184 $4.1M
Whitegate Investment Counselors, Inc. 1.39% Add +3.5% 45,924 $4.1M
Perbak Capital Partners LLP 0.92% Add +83.8% 45,750 $4.1M
Blue Trust, Inc. 0.05% Reduce -22.2% 45,727 $4.1M
Country Club Bank 0.26% Reduce -0.6% 45,924 $4.1M
Legacy Financial Group, Inc. 1.20% Reduce -1.1% 45,503 $4.1M
Choreo, LLC 0.06% Reduce -10.3% 45,336 $4.0M
Alhambra Investment Management LLC 2.00% Add +0.8% 45,273 $4.0M
Waller Financial Planning Group, Inc. 0.97% Add +6.8% 45,026 $4.0M
Cherrydale Wealth Management, LLC 1.38% Add +2.0% 44,693 $4.0M
Geneos Wealth Management Inc. 0.10% Add +67.3% 44,599 $4.0M
Warwick Investment Management, Inc. 0.77% Add +1.1% 44,302 $3.9M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -1.8% 44,072 $3.9M
Note Advisors, LLC 2.71% Add +11.2% 43,933 $3.9M
Wolff Wiese Magana LLC 2.41% Reduce -0.7% 43,756 $3.9M
TFO Wealth Partners, LLC 0.68% Add +0.1% 43,548 $3.9M
Canandaigua National Bank & Trust Co. 0.36% Reduce -5.7% 43,446 $3.9M
ARK & TLK Investments, LLC 1.24% Add +0.7% 43,442 $3.9M
Stratos Wealth Advisors, LLC 0.20% Reduce -26.7% 43,385 $3.9M
Leeward Financial Partners, LLC 1.22% Add +8.0% 43,272 $3.9M
GTS Securities LLC 0.17% Add +243.5% 43,087 $3.8M
Peak Retirement Planning, Inc. 1.54% Reduce -31.2% 42,886 $3.8M
Savant Capital, LLC 0.03% Add +3.8% 42,868 $3.8M
Factor Wealth Management LTD 1.04% Add +9.8% 42,570 $3.8M
Running Point Capital Advisors, LLC 1.03% Reduce -5.6% 41,865 $3.7M
Sterling Wealth Management, Inc. 1.27% — 41,831 $3.7M
Kagan Cocozza Asset Management 2.84% Add +3.5% 41,549 $3.7M
Proffitt & Goodson Inc. 0.56% Add +1194.0% 41,459 $3.7M
LM Advisors LLC 0.47% Reduce -4.3% 40,976 $3.6M
BTG Pactual Asset Management US LLC 0.49% Add +2.3% 40,851 $3.6M
Tillman Hartley LLC 1.03% Add +26.1% 40,764 $3.6M
Abound Wealth Management 1.02% Reduce -8.5% 40,702 $3.6M
Cohen & Steers, Inc. 0.01% Add +1.9% 40,679 $3.6M
BOS Asset Management, LLC 1.16% Add +2.3% 40,511 $3.6M
Conning Inc. 0.13% Reduce -1.4% 40,350 $3.6M
MFA Wealth Services 2.70% Add +1.7% 40,300 $3.6M
Retirement Planning Group, LLC 0.15% Reduce -2.5% 40,244 $3.6M
Sigma Planning Corp 0.11% Add +1.9% 39,654 $3.5M
Wedbush Securities Inc. 0.12% Add +5.0% 39,547 $3.5M
Asset Management Group, Inc. 0.61% Reduce -0.1% 39,525 $3.5M
Black Diamond Financial, LLC 0.54% Reduce -14.2% 39,315 $3.5M
Wellington Management Group LLP 0.00% New 39,247 $3.5M
Prudent Man Advisors, LLC 1.11% Add +2.1% 39,149 $3.5M
Richmond Brothers, Inc. 2.26% Reduce -54.4% 38,820 $3.5M
J.W. Cole Advisors, Inc. 0.07% Reduce -1.9% 38,798 $3.5M
Farmers & Merchants Investments Inc. 0.10% Reduce -0.1% 38,798 $3.5M
Independent Financial Group, LLC 0.09% Add +22.0% 38,592 $3.4M
Compass Ion Advisors, LLC 0.37% Reduce -1.9% 38,550 $3.4M
Matrix Trust Co 0.55% Add +0.3% 38,513 $3.4M
Jones Financial Companies LLLP 0.00% Add +14.0% 38,647 $3.4M
Tradition Wealth Management, LLC 0.27% Add +7.3% 38,399 $3.4M
Summit Financial, LLC 0.08% Reduce -0.1% 38,273 $3.4M
Elevate Wealth Advisory, Inc. 2.41% Reduce -7.2% 38,092 $3.4M
Global Endowment Management, LP 0.45% Reduce -9.4% 38,000 $3.4M
UMB Bank, n.a. 0.05% Reduce -14.4% 37,487 $3.3M
Mgo One Seven LLC 0.11% Add +0.9% 37,435 $3.3M
Freedom Investment Management, Inc. 0.27% Reduce -2.3% 37,317 $3.3M
Frisco Financial Planning LLC 3.01% Add +0.9% 37,151 $3.3M
Aspiriant, LLC 0.10% Reduce -1.1% 37,013 $3.3M
Payne Capital Management, LLC 1.27% Add +6.3% 37,003 $3.3M
Cascade Financial Partners, LLC 0.39% Reduce -8.5% 36,628 $3.3M
First Foundation Advisors 0.12% Reduce -7.6% 36,573 $3.3M
Fort Point Capital Partners LLC 0.33% Add +16.8% 36,519 $3.3M
Aspen Investment Management Inc 1.36% Add +8.8% 36,434 $3.2M
Waldron Private Wealth LLC 0.14% Reduce -6.9% 36,318 $3.2M
Physician Wealth Advisors, Inc. 0.51% Reduce -1.9% 36,218 $3.2M
Houlihan Financial Resource Group, Ltd. 1.33% Reduce -1.5% 35,993 $3.2M
Encompass Wealth Advisors, LLC 1.16% Add +5.2% 35,605 $3.2M
Intergy Private Wealth, LLC 1.08% Add +1.8% 35,554 $3.2M
Juncture Wealth Strategies, LLC 1.12% Add +0.5% 35,364 $3.1M
Plimoth Trust Co. LLC 0.75% Reduce -33.0% 35,023 $3.1M
Ameritas Advisory Services, LLC 0.16% Reduce -6.3% 34,916 $3.1M
World Investment Advisors 0.07% Add +2.6% 34,873 $3.1M
Legacies Wealth LLC 2.05% Add +16.9% 34,675 $3.1M
Websterrogers Financial Advisors, LLC 0.98% Add +1.9% 34,660 $3.1M
Pinnacle Associates Ltd. 0.04% Reduce -5.4% 34,462 $3.1M
Wedmont Private Capital 0.13% Add +0.3% 34,291 $3.1M
Patton Fund Management, Inc. 0.67% Add +23.6% 34,338 $3.1M
ArchPoint Investors 0.89% No change 34,136 $3.0M
Logan Stone Capital, LLC 1.43% Reduce -53.0% 34,135 $3.0M
Integrated Advisors Network LLC 0.14% Reduce -0.8% 33,991 $3.0M
My Personal CFO, LLC 1.37% Add +10.1% 33,953 $3.0M
Soltis Investment Advisors LLC 0.24% Add +2.8% 33,848 $3.0M
Texas Yale Capital Corp. 0.10% Add +1.6% 33,803 $3.0M
Pinnacle Financial Group, LLC / IL 1.01% Reduce -4.6% 33,783 $3.0M
Blueprint Investment Partners LLC 0.53% New 33,669 $3.0M
Copperwynd Financial, LLC 0.75% New 33,624 $3.0M
Frontier Asset Management, LLC 0.81% Reduce -12.6% 33,458 $3.0M
SMART Wealth LLC 0.93% Add +149.4% 33,402 $3.0M
Anchor Investment Management, LLC 0.26% Add +5.1% 33,324 $3.0M
Creekside Partners 1.40% Add +0.7% 33,206 $3.0M
Lodestar Private Asset Management LLC 0.34% Add +2.2% 32,781 $2.9M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -42.0% 32,726 $2.9M
Liberty Capital Management, Inc. 0.58% Add +8.5% 32,449 $2.9M
Impact Partnership Wealth, LLC 0.53% Add +77.6% 32,325 $2.9M
Sterling Financial Planning, Inc. 0.96% Reduce -0.0% 32,296 $2.9M
Family Wealth Partners, LLC 1.14% Add +14.0% 31,995 $2.8M
Manhattan West Asset Management, LLC 0.66% Add +2.2% 31,895 $2.8M
Synovus Financial Corp. 0.03% Reduce -0.4% 31,555 $2.8M
Global Retirement Partners, LLC 0.07% — 31,479 $2.8M
Cahill Financial Advisors Inc. 0.34% Reduce -1.4% 31,180 $2.8M
Brighton Jones LLC 0.08% Add +6.5% 31,143 $2.8M
Sensible Financial Planning & Management, LLC. 0.53% Reduce -3.1% 31,097 $2.8M
Callan Family Office, LLC 0.09% Add +1.5% 31,031 $2.8M
Compound Planning, Inc. 0.10% Add +3.4% 30,967 $2.8M
Keel Point, LLC 0.18% Reduce -2.3% 30,862 $2.7M
Blueprint Financial Advisors LLC 0.87% New 30,613 $2.7M
Independence Asset Advisors, LLC 1.69% Reduce -3.1% 30,549 $2.7M
Kure Advisory, LLC 1.80% Add +9.9% 30,542 $2.7M
Praetorian Wealth Management, Inc. 0.63% Add +9.7% 30,521 $2.7M
Family Legacy, Inc. 0.88% Add +1.2% 30,431 $2.7M
Dynamic Advisor Solutions LLC 0.08% Reduce -11.0% 30,295 $2.7M
Broadview Financial Management, LLC 1.83% Add +0.5% 30,257 $2.7M
Petix & Botte Co 0.66% Reduce -6.2% 30,218 $2.7M
Atlas Legacy Advisors, LLC 0.59% Reduce -2.0% 29,913 $2.7M
RFG Advisory, LLC 0.06% Add +1.8% 29,874 $2.7M
LBJ Family Wealth Advisors, Ltd. 1.55% Add +0.0% 29,846 $2.7M
Atria Investments, Inc 0.03% Reduce -39.2% 29,691 $2.6M
Rialto Wealth Management, LLC 0.74% Add +4.8% 29,636 $2.6M
Seamount Financial Group Inc. 1.35% Add +17.1% 29,511 $2.6M
&partners 0.02% Add +33.4% 29,466 $2.6M
FSC Wealth Advisors, LLC 1.64% Add +5.8% 29,153 $2.6M
Carnegie Investment Counsel 0.05% Reduce -6.7% 29,053 $2.6M
Destination Wealth Management 0.08% Add +12.4% 28,873 $2.6M
First Citizens Bank & Trust Co. 0.05% Reduce -27.7% 28,859 $2.6M
Wealthcare Capital Partners, LLC 1.29% Add +4.6% 28,844 $2.6M
Decker Retirement Planning Inc. 1.49% Add +7007.9% 28,787 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Add +92.9% 28,757 $2.6M
Voya Financial Advisors, Inc. 0.26% Add +56.9% 28,862 $2.6M
BTC Capital Management, Inc. 0.21% No change 28,609 $2.5M
Horizon Bancorp Inc. 1.28% Add +3.2% 28,559 $2.5M
Infinity Wealth Counsel, LLC 2.57% Add +0.7% 28,539 $2.5M
Unison Advisors LLC 0.28% Add +1.5% 28,387 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +0.3% 28,318 $2.5M
Ami Investment Management Inc. 0.65% Add +4.7% 28,266 $2.5M
Sax Wealth Advisors, LLC 0.15% Add +3.0% 28,201 $2.5M
Colorado Capital Management, Inc. 1.07% Reduce -4.6% 28,046 $2.5M
D.A. Davidson & Co. 0.02% Add +2.7% 27,964 $2.5M
Perigon Wealth Management, LLC 0.06% Reduce -3.9% 27,943 $2.5M
Capital Group Private Client Services, Inc. 0.02% Add +0.8% 27,803 $2.5M
Financial Management Network Inc. 0.44% Add +2.1% 27,456 $2.5M
OneAscent Financial Services LLC 0.18% Reduce -57.3% 27,570 $2.5M
Keybank National Association 0.01% Reduce -7.2% 27,674 $2.5M
Man Group plc 0.01% Reduce -81.9% 27,640 $2.5M
Regatta Capital Group, LLC 0.42% Add +37.4% 27,608 $2.5M
NewEdge Wealth, LLC 0.04% Add +12.2% 27,309 $2.5M
WBH Advisory Inc. 0.21% Add +4.5% 27,125 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.1% 27,073 $2.4M
Clarity Capital Advisors, LLC 1.39% Add +1.6% 26,849 $2.4M
EP Wealth Advisors, LLC 0.02% Add +3.7% 26,799 $2.4M
Americana Partners, LLC 0.08% New 26,790 $2.4M
Simplex Trading, LLC 0.06% New 26,777 $2.4M
Waters Parkerson & Co., LLC 0.12% Reduce -1.1% 26,700 $2.4M
Frank, Rimerman Advisors LLC 0.16% Reduce -4.1% 26,684 $2.4M
Shepherd Financial Partners LLC 0.25% Reduce -20.2% 26,542 $2.4M
NorthLanding Financial Partners, LLC 2.07% Add +6.3% 26,251 $2.3M
Westwind Capital 0.48% Add +14.3% 26,192 $2.3M
Capital Management Associates, Inc 0.74% Reduce -40.1% 26,109 $2.3M
Axos Invest Inc. 1.75% Reduce -3.0% 26,100 $2.3M
Park Avenue Securities LLC 0.02% Reduce -5.3% 26,029 $2.3M
Brooklyn FI, LLC 0.59% Add +4.5% 26,019 $2.3M
Novem Group 0.29% Add +7.4% 25,935 $2.3M
Flagship Harbor Advisors, LLC 0.11% Reduce -0.8% 25,856 $2.3M
Sound Income Strategies, LLC 0.13% Reduce -4.6% 25,838 $2.3M
Equitable Holdings, Inc. 0.02% Reduce -6.6% 25,837 $2.3M
Obsido Oy 1.74% Add +4.5% 25,676 $2.3M
Bay Rivers Group 1.04% Reduce -5.1% 25,629 $2.3M
Cabana LLC 13.07% Reduce -5.7% 25,580 $2.3M
Corrado Advisors, LLC 1.39% Add +8.8% 25,501 $2.3M
Ashton Thomas Securities, LLC 0.55% Add +0.4% 25,436 $2.3M
Signature Estate & Investment Advisors LLC 0.05% Add +3.1% 25,396 $2.3M
Symmetry Partners, LLC 0.28% Add +53.7% 25,205 $2.2M
DAVENPORT & Co LLC 0.01% Add +2.5% 25,173 $2.2M
Hemington Wealth Management 0.32% Reduce -11.8% 25,012 $2.2M
Hardin Capital Partners, LLC 1.30% Add +8.5% 24,747 $2.2M
Scott & Selber, Inc. 0.62% No change 24,902 $2.2M
Macquarie Group Ltd. 0.00% Reduce -39.9% 24,675 $2.2M
Quadrant Capital Group LLC 0.08% No change 24,531 $2.2M
One Capital Management, LLC 0.08% Add +3.5% 24,507 $2.2M
Continuum Advisory, LLC 0.26% Add +1.9% 24,507 $2.2M
Stelac Advisory Services LLC 0.82% Add +0.1% 24,187 $2.2M
Leavell Investment Management, Inc. 0.10% Add +1.6% 24,150 $2.2M
Etesian Wealth Advisors, Inc. 0.80% Add +5.8% 23,974 $2.1M
TD Private Client Wealth LLC 0.05% Reduce -6.3% 23,928 $2.1M
Palisades Hudson Asset Management, L.P. 0.83% Add +41.3% 23,911 $2.1M
VERITY Wealth Advisors 1.43% Add +7.5% 23,852 $2.1M
CENTRAL TRUST Co 0.05% Reduce -5.1% 23,771 $2.1M
Montag A & Associates Inc. 0.10% Reduce -3.2% 23,607 $2.1M
Retirement Planning Co of New England, Inc. 0.93% Reduce -0.2% 23,482 $2.1M
Shepherd Kaplan Krochuk, LLC 1.82% Reduce -7.8% 23,458 $2.1M
Oppenheimer Asset Management Inc. 0.02% Add +27.4% 23,346 $2.1M
Fund Evaluation Group, LLC 0.08% Add +41.1% 23,269 $2.1M
GC Wealth Management RIA, LLC 0.17% Reduce -0.2% 23,213 $2.1M
Truepoint, Inc. 0.05% Add +6.8% 23,178 $2.1M
Manning & Napier Advisors LLC 0.02% Add +9.7% 23,175 $2.1M
Mesirow Financial Investment Management, Inc. 0.04% Add +48.5% 23,124 $2.1M
Cutler Investment Counsel LLC 0.23% Reduce -3.6% 23,054 $2.1M
Bordeaux Wealth Advisors LLC 0.26% Add +4.8% 23,031 $2.1M
Maryland Capital Advisors Inc. 0.80% Reduce -3.4% 22,963 $2.0M
FDx Advisors, Inc. 0.62% Reduce -0.7% 22,901 $2.0M
First PREMIER Bank 0.49% Reduce -0.6% 22,907 $2.0M
Smithfield Trust Co 0.10% Add +6.5% 22,872 $2.0M
Jacobi Capital Management LLC 0.13% Add +10.5% 22,798 $2.0M
Breakwater Investment Management 0.78% Reduce -0.1% 22,666 $2.0M
Aquire Wealth Advisors, LLC 0.54% Reduce -2.1% 22,472 $2.0M
Dakota Wealth Management 0.04% Reduce -47.8% 22,459 $2.0M
Regions Financial Corp. 0.01% Reduce -6.5% 22,411 $2.0M
Pioneer Wealth Management Group 0.74% Add +8.3% 22,344 $2.0M
First American Trust, FSB 0.16% Reduce -47.8% 22,177 $2.0M
HB Wealth Management, LLC 0.02% Reduce -28.3% 22,062 $2.0M
Arete Wealth Advisors, LLC 0.14% Reduce -2.9% 22,024 $2.0M
Focus Financial Network, Inc. 0.08% Reduce -3.8% 21,990 $2.0M
Mill Creek Capital Advisors, LLC 0.04% Add +0.1% 21,949 $2.0M
Rockland Trust Co. 0.10% Reduce -14.7% 21,928 $2.0M
Marble Harbor Investment Counsel, LLC 0.21% No change 21,900 $2.0M
Debussy Capital Management LP 0.29% Reduce -0.8% 21,834 $1.9M
Group One Trading LLC 0.06% Add +166.2% 21,690 $1.9M
Crews Bank & Trust 0.30% Reduce -31.5% 21,657 $1.9M
NorthCrest Asset Manangement, LLC 0.05% Reduce -5.4% 21,257 $1.9M
Thrivent Financial for Lutherans 0.00% Add +25.7% 21,467 $1.9M
AE Wealth Management LLC 0.01% Reduce -4.6% 21,421 $1.9M
Sherman Asset Management, Inc. 1.68% Add +18.5% 21,322 $1.9M
Pure Portfolios Holdings LLC 0.64% Add +78.1% 21,261 $1.9M
Inman Jager Wealth Management, LLC 1.28% Reduce -2.1% 21,240 $1.9M
Flagstar Securities, Inc. 0.52% Reduce -2.7% 21,164 $1.9M
Sharper & Granite LLC 0.72% Reduce -9.3% 20,953 $1.9M
Waterford Advisors, LLC 0.69% Reduce -82.4% 3,688 $1.9M
CGN Advisors LLC 0.17% Add +16.5% 20,901 $1.9M
First National Bank of Omaha 0.12% Add +0.8% 20,883 $1.9M
Highland Capital Management, LLC 0.10% Reduce -3.5% 20,740 $1.8M
Full Sail Capital, LLC 0.11% Add +8.2% 20,739 $1.8M
Safe Harbor Fiduciary, LLC 1.73% Reduce -8.9% 20,699 $1.8M
CWA Asset Management Group, LLC 0.08% Reduce -1.6% 20,665 $1.8M
Gryphon Financial Partners LLC 0.24% Add +175.5% 20,580 $1.8M
Consolidated Portfolio Review Corp 0.25% Reduce -1.8% 20,561 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.34% Add +1.3% 20,556 $1.8M
Investment Partners, LTD. 0.69% Add +0.0% 20,465 $1.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -1.6% 20,462 $1.8M
Hall Capital Management Co. Inc. 0.77% Reduce -0.5% 20,377 $1.8M
Ifrah Financial Services, Inc. 0.49% Reduce -0.2% 20,241 $1.8M
Prime Buchholz LLC 0.58% Add +0.1% 20,240 $1.8M
Family CFO Inc 0.90% Add +0.3% 20,180 $1.8M
First Financial Bank - Trust Division 0.16% Reduce -20.4% 20,104 $1.8M
Talon Private Wealth, LLC 0.24% Reduce -39.5% 19,713 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -3.1% 19,648 $1.7M
Hengehold Capital Management LLC 0.16% Add +12.2% 19,640 $1.7M
Penobscot Wealth Management 0.63% Add +10.7% 19,626 $1.7M
NBT Bank, N.A. 0.12% Reduce -0.9% 19,548 $1.7M
Cornerstone Wealth Management, LLC 0.11% Reduce -0.8% 19,503 $1.7M
Simmons Bank 0.12% Reduce -0.8% 19,489 $1.7M
Ascent Wealth Partners, LLC 0.21% Add +0.8% 19,455 $1.7M
Bleakley Financial Group, LLC 0.04% Add +20.5% 19,428 $1.7M
Camelot Technology Advisors, Inc. 1.49% Reduce -15.5% 19,368 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -0.6% 19,223 $1.7M
TCI Wealth Advisors, Inc. 0.12% Reduce -0.0% 19,130 $1.7M
Private Advisory Group LLC 0.16% New 19,075 $1.7M
Rockbridge Investment Management, LCC 0.18% Reduce -1.3% 19,065 $1.7M
BKM Wealth Management, LLC 0.66% Add +0.4% 18,973 $1.7M
Valeo Financial Advisors, LLC 0.04% Add +379.7% 18,889 $1.7M
First Horizon Advisors, Inc. 0.04% Reduce -7.4% 18,879 $1.7M
Invst, LLC 0.21% Reduce -4.3% 18,878 $1.7M
Boston Family Office LLC 0.11% Add +2.3% 18,801 $1.7M
YANKCOM Partnership 0.82% Add +7.2% 18,792 $1.7M
Covenant Asset Management, LLC 0.34% Reduce -3.0% 18,729 $1.7M
South Plains Financial, Inc. 1.17% Reduce -2.7% 18,696 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.6% 18,569 $1.7M
Alpine Bank Wealth Management 0.25% Add +34.5% 18,535 $1.7M
Field & Main Bank 0.53% Add +0.8% 18,434 $1.6M
Moneco Advisors, LLC 0.15% Add +6.0% 18,385 $1.6M
MetLife Investment Management, LLC 0.01% Add +21.9% 18,382 $1.6M
Burton Enright Welch 0.28% Reduce -3.1% 18,269 $1.6M
Quantinno Capital Management LP 0.01% Add +33.4% 18,214 $1.6M
AlphaCore Capital LLC 0.06% Add +2390.6% 18,206 $1.6M
GLOBALT Investments LLC / GA 0.06% Reduce -12.9% 18,100 $1.6M
Orion Capital Management LLC 0.61% Add +27.5% 18,083 $1.6M
City Holding Co. 0.21% Add +2.8% 18,065 $1.6M
Bessemer Group Inc. 0.00% Reduce -9.7% 17,915 $1.6M
Austin Wealth Management, LLC 0.28% Reduce -6.3% 17,815 $1.6M
Vanguard Group Inc. 0.00% Reduce -2.4% 17,811 $1.6M
Haverford Trust Co 0.01% Reduce -0.3% 17,721 $1.6M
Flaharty Asset Management, LLC 0.21% Add +4.5% 17,584 $1.6M
Diversify Wealth Management, LLC 0.10% Reduce -7.8% 17,596 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -17.8% 17,510 $1.6M
Harbour Investments, Inc. 0.04% Add +6.3% 17,302 $1.5M
Tranquilli Financial Advisor LLC 0.95% Reduce -67.4% 17,297 $1.5M
Gradient Capital Advisors, LLC 0.45% Reduce -2.0% 17,278 $1.5M
Stokes Family Office, LLC 0.16% Add +0.0% 17,224 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -4.7% 17,192 $1.5M
Insigneo Advisory Services, LLC 0.13% Reduce -5.2% 17,171 $1.5M
St. Louis Trust Co 0.20% No change 17,133 $1.5M
Hanover Advisors Inc. 0.62% Add +28.6% 17,074 $1.5M
Sierra Capital LLC 0.18% Add +25.9% 17,050 $1.5M
First Merchants Corp. 0.06% Reduce -16.6% 17,041 $1.5M
Trustmark Bank Trust Department 0.10% Reduce -15.4% 17,008 $1.5M
DT Investment Partners, LLC 0.14% Reduce -16.0% 16,999 $1.5M
Fi3 FINANCIAL ADVISORS, LLC 0.55% Reduce -38.6% 16,991 $1.5M
Ti-Trust, Inc. 1.01% Reduce -0.4% 16,939 $1.5M
Lutz Financial Services LLC 0.12% Reduce -4.9% 16,857 $1.5M
Prospect Financial Group LLC 1.57% Add +3.5% 16,840 $1.5M
Prospera Financial Services Inc 0.03% Add +4.9% 16,763 $1.5M
F/m Investments LLC 0.05% No change 16,759 $1.5M
First National Bank & Trust Co. of Newtown 0.30% Reduce -0.9% 16,724 $1.5M
1834 Investment Advisors Co. 0.19% No change 16,723 $1.5M
Croban 1.26% Add +2.1% 16,606 $1.5M
First Nebraska Trust Co 0.14% Add +3.8% 16,490 $1.5M
North Berkeley Wealth Management, LLC 1.35% Add +37.9% 16,483 $1.5M
IFG Advisory, LLC 0.07% Reduce -2.4% 16,462 $1.5M
Precision Wealth Strategies, LLC 0.48% New 16,442 $1.5M
Investment Advisory Group, LLC 0.44% Add +0.0% 16,322 $1.5M
Stone Summit Wealth LLC 0.45% Reduce -1.0% 16,260 $1.4M
Beaumont Financial Advisors, LLC 0.10% Reduce -1.2% 16,250 $1.4M
Centennial Bank 0.61% Reduce -9.2% 16,225 $1.4M
American Financial & Tax Strategies Inc. 0.75% Reduce -3.5% 16,222 $1.4M
West Financial Advisors, LLC 0.25% Add +3.8% 16,087 $1.4M
Roundview Capital LLC 0.10% Reduce -1.8% 16,085 $1.4M
Main Street Financial Solutions, LLC 0.10% Add +0.8% 16,075 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.74% Reduce -60.0% 16,000 $1.4M
Slow Capital, Inc. 0.17% Add +1.2% 15,988 $1.4M
Litman Gregory Wealth Management LLC 0.11% Add +7.2% 15,965 $1.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.32% Add +3.8% 15,957 $1.4M
Joel Isaacson & Co., LLC 0.06% Add +1.5% 15,948 $1.4M
BBR Partners, LLC 0.09% New 15,941 $1.4M
Future You Wealth LLC 0.77% Reduce -10.8% 15,937 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +2.5% 15,867 $1.4M
Vermillion Wealth Management, Inc. 0.67% Add +13.7% 15,842 $1.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.16% Reduce -10.8% 15,839 $1.4M
Tortoise Investment Management, LLC 0.13% Add +8.9% 15,816 $1.4M
Choate Investment Advisors 0.03% Add +5.8% 15,703 $1.4M
Parsons Capital Management Inc. 0.09% Add +0.5% 15,637 $1.4M
Financial Counselors Inc. 1.96% Reduce -97.5% 15,587 $1.4M
Concurrent Investment Advisors, LLC 0.03% Add +23.0% 15,440 $1.4M
IFP Advisors, Inc 0.04% Add +2.9% 15,394 $1.4M
Rothschild Investment LLC 0.09% Add +12.1% 15,364 $1.4M
Integris Wealth Management, LLC 0.36% Reduce -2.7% 15,355 $1.4M
Lester Murray Antman dba SimplyRich 0.38% No change 15,344 $1.4M
CRA Financial Services, LLC 0.21% Add +22.0% 15,322 $1.4M
Willis Johnson & Associates, Inc. 0.09% Add +0.6% 15,284 $1.4M
Oak Wealth Advisors LLC 0.87% Add +304.0% 15,232 $1.4M
Jaffetilchin Investment Partners, LLC 0.09% Add +5.4% 15,192 $1.4M
Vise Technologies, Inc. 0.06% — 15,130 $1.3M
Mystic Asset Management, Inc. 0.33% Reduce -0.1% 15,128 $1.3M
SVB Wealth LLC 0.07% New 15,120 $1.3M
William Howard & Co Financial Advisors Inc 1.17% Add +3.6% 15,086 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Reduce -7.8% 15,025 $1.3M
Bramshill Investments, LLC 0.14% Reduce -11.8% 15,000 $1.3M
Founders Grove Wealth Partners, LLC 0.33% Add +1.1% 14,894 $1.3M
Telos Capital Management, Inc. 0.14% Add +4.9% 14,891 $1.3M
Sovran Advisors, LLC 0.14% Reduce -11.1% 14,740 $1.3M
Rossmore Private Capital 0.15% Add +0.1% 14,541 $1.3M
Walkner Condon Financial Advisors LLC 0.24% Reduce -5.9% 14,461 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -2.9% 14,450 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Reduce -64.3% 14,441 $1.3M
Larson Financial Group LLC 0.05% Reduce -19.1% 14,437 $1.3M
Coordinated Financial Services, Inc. 0.89% — 14,282 $1.3M
Schroder Investment Management Group 0.00% Add +56.7% 14,221 $1.3M
Composition Wealth, LLC 0.02% Add +30.8% 14,171 $1.3M
Axxcess Wealth Management, LLC 0.03% Reduce -17.3% 14,113 $1.3M
Fifth Third Wealth Advisors LLC 0.05% Reduce -34.4% 14,065 $1.3M
SFG Wealth Management, LLC. 0.76% No change 14,056 $1.3M
Howard Wealth Management, LLC 0.63% Reduce -1.0% 14,056 $1.3M
Sincerus Advisory, LLC 1.18% Reduce -0.8% 13,642 $1.3M
Verde Capital Management 0.31% Add +7.0% 13,997 $1.2M
Dunhill Financial, LLC 0.36% Add +39.0% 14,899 $1.2M
Wesbanco Bank Inc. 0.04% Add +21.3% 13,963 $1.2M
Nordwand Advisors, LLC 0.19% New 13,933 $1.2M
L.K. Benson & Company, P.C. 0.76% Reduce -1.4% 13,889 $1.2M
NWF Advisory Services Inc. 0.15% Add +34.4% 13,886 $1.2M
North Dallas Bank & Trust Co. 0.94% — 13,865 $1.2M
Magnus Financial Group LLC 0.11% Add +1.3% 13,808 $1.2M
Vernal Point Advisors, LLC 0.72% No change 13,805 $1.2M
Samalin Investment Counsel, LLC 0.47% Add +26.4% 13,788 $1.2M
Ieq Capital, LLC 0.01% Reduce -26.5% 13,654 $1.2M
Robinson Value Management, Ltd. 0.76% No change 13,637 $1.2M
L.M. Kohn & Company 0.33% Add +10.5% 13,543 $1.2M
Global Trust Asset Management, LLC 0.64% Reduce -2.2% 13,505 $1.2M
Apollon Wealth Management, LLC 0.02% Add +1.6% 13,334 $1.2M
Madden Advisory Services, Inc. 0.51% Add +0.1% 13,315 $1.2M
Medallion Wealth Advisors, LLC 0.46% Add +12.7% 13,190 $1.2M
Hershey Financial Advisers, LLC 1.06% — 13,270 $1.2M
One Wealth Map LLC 0.65% Add +6.8% 13,056 $1.2M
Caliber Wealth Management, LLC / KS 0.13% Reduce -12.4% 13,145 $1.2M
Visionary Wealth Advisors 0.06% Add +1.1% 13,041 $1.2M
Retirement Financial Solutions, LLC 0.41% Reduce -10.8% 13,011 $1.2M
Sentinel Pension Advisors, LLC 0.19% Reduce -0.4% 12,992 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -1.1% 12,987 $1.2M
Cambridge Financial Group, LLC 0.43% Reduce -2.1% 12,973 $1.2M
Texas Bank & Trust Co 0.46% Reduce -17.6% 12,956 $1.2M
Kovack Advisors, Inc. 0.11% Add +1.1% 12,956 $1.2M
United Community Bank 0.39% Reduce -21.5% 12,939 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -26.1% 12,900 $1.1M
Argent Trust Co 0.04% Add +19.2% 12,883 $1.1M
Roof Eidam Maycock Peralta, LLC 0.28% Add +2.3% 12,856 $1.1M
Independence Bank of Kentucky 0.16% Reduce -4.7% 12,831 $1.1M
Wealth Dimensions Group, Ltd. 0.25% Reduce -2.4% 12,825 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -26.0% 12,620 $1.1M
Transcendent Capital Group LLC 0.58% Add +0.8% 12,763 $1.1M
Windsor Capital Management, LLC 0.33% Reduce -0.8% 12,695 $1.1M
General Partner, Inc. 0.66% Add +6216.0% 12,632 $1.1M
North Star Investment Management Corp. 0.08% Add +9.1% 12,613 $1.1M
Sweeney & Michel, LLC 0.40% Reduce -5.0% 12,487 $1.1M
MAS Advisors LLC 1.83% Add +6.2% 12,535 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +6.6% 12,525 $1.1M
Curran Financial Partners, LLC 0.25% New 12,521 $1.1M
Warner Financial, Inc. 0.46% Reduce -7.3% 12,519 $1.1M
KMG Fiduciary Partners, LLC 0.08% Reduce -2.3% 12,507 $1.1M
Peoples Financial Services Corp. 0.55% Reduce -10.1% 12,505 $1.1M
Ritholtz Wealth Management 0.02% Reduce -8.3% 12,453 $1.1M
Deltec Asset Management LLC 0.20% No change 12,450 $1.1M
Florida Trust Wealth Management Co 0.03% Reduce -26.2% 12,398 $1.1M
Washington Trust Bank 0.09% Reduce -1.6% 12,388 $1.1M
Parkside Financial Bank & Trust 0.12% Reduce -4.4% 12,358 $1.1M
Dogwood Wealth Management LLC 0.54% Reduce -36.5% 12,319 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -3.2% 12,211 $1.1M
Silverlake Wealth Management LLC 0.32% Add +140.9% 12,188 $1.1M
Arkansas Financial Group, Inc. 0.17% Add +0.0% 12,003 $1.1M
Blue Barn Wealth, LLC 0.50% Add +1.0% 11,998 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -54.4% 11,984 $1.1M
Meridian Wealth Management, LLC 0.05% Add +8.8% 11,950 $1.1M
Nestegg Advisors, Inc. 1.02% Reduce -3.2% 11,941 $1.1M
Valley Financial Group, Inc. 0.64% Add +2.0% 11,932 $1.1M
Ellis Investment Partners, LLC 0.21% Add +0.6% 11,920 $1.1M
KOM Wealth Management Group, LLC 0.84% Add +2.5% 11,892 $1.1M
Verisail Partners, LLC 0.45% No change 11,847 $1.1M
Endowment Wealth Management, Inc. 0.54% Reduce -2.5% 11,788 $1.0M
Causey Wealth LLC 0.54% Reduce -0.2% 11,778 $1.0M
Argyle Capital Partners, LLC 0.86% Reduce -15.0% 11,719 $1.0M
Sepio Capital, LP 0.07% Add +28.6% 11,706 $1.0M
Eclectic Associates Inc. 0.23% Reduce -3.0% 11,690 $1.0M
Novak & Powell Financial Services, Inc. 0.72% Reduce -31.9% 11,644 $1.0M
Independent Wealth Network Inc. 0.38% Add +7.1% 11,610 $1.0M
DBK Financial Counsel, LLC 0.93% Reduce -18.5% 11,600 $1.0M
Martel Wealth Advisors LLC 0.19% Add +0.1% 11,552 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.15% Reduce -4.3% 11,538 $1.0M
Integrity Wealth Solutions LLC 0.50% Add +0.8% 11,534 $1.0M
Curio Wealth, LLC 0.45% Add +23691.7% 11,420 $1.0M
Northwest Wealth Management, LLC 0.18% Reduce -4.9% 11,381 $1.0M
Newport Capital Group, LLC 0.69% Add +3.0% 11,375 $1.0M
Five Pine Wealth Management 0.75% Add +9.2% 11,280 $1.0M
NorthRock Partners, LLC 0.03% Add +83.8% 11,336 $1.0M
Legacy PCG, LLC 0.64% Add +15.3% 11,309 $1.0M
Level Four Advisory Services, LLC 0.04% Add +3.1% 11,230 $1.0M
VSM Wealth Advisory, LLC 0.33% Reduce -12.9% 11,143 $992K
WASHINGTON TRUST Co 0.04% Reduce -2.1% 11,103 $989K
AlTi Global, Inc. 0.02% Reduce -62.6% 11,032 $982K
Dopkins Wealth Management, LLC 0.44% Add +4.7% 10,982 $978K
American Trust 0.09% New 10,914 $972K
Mather Group, Llc. 0.01% Reduce -11.3% 10,889 $970K
Ameraudi Asset Management, Inc. 0.51% Add +28.9% 10,887 $970K
Drucker Wealth 3.0, LLC 0.19% Reduce -31.0% 10,826 $966K
Kelleher Financial Advisors 0.34% Add +9.7% 10,841 $965K
Maseco LLP 0.04% — 10,839 $965K
Nicolet Advisory Services, LLC 0.08% Reduce -5.3% 10,842 $964K
Apella Capital, LLC 0.03% Add +46.5% 10,764 $961K
Piedmont Capital Management, LLC 0.56% Add +0.7% 10,780 $960K
Sowell Financial Services LLC 0.04% Reduce -1.3% 10,765 $959K
Invesco Ltd. 0.00% Reduce -16.3% 10,740 $957K
Westside Investment Management, Inc. 0.18% Add +28.6% 10,710 $954K
First International Bank & Trust 0.33% Reduce -4.5% 10,687 $952K
First Western Trust Bank 0.04% No change 10,669 $950K
Optima Capital LLC 0.51% Reduce -23.5% 10,632 $947K
TPG Advisors LLC 0.68% Add +0.1% 10,535 $938K
Armbruster Capital Management, Inc. 0.17% Add +0.2% 10,472 $933K
Bouchey Financial Group, Ltd. 0.08% No change 10,436 $929K
One Degree Advisors Inc 0.33% Reduce -74.6% 10,404 $926K
Intellectus Partners, LLC 0.20% No change 10,325 $920K
Brio Consultants, LLC 0.13% Reduce -11.0% 10,311 $918K
Beirne Wealth Consulting Services, LLC 0.30% Reduce -63.9% 10,237 $913K
Mustard Seed Financial, LLC 0.66% Reduce -0.4% 10,223 $910K
Financial Advocates Investment Management 0.07% Reduce -4.9% 10,204 $909K
Bank Ozk 0.35% Add +0.3% 10,106 $900K
Tocqueville Asset Management L.P. 0.01% Reduce -2.7% 10,103 $900K
LS Investment Advisors, LLC 0.13% New 10,075 $897K
PFG Investments, LLC 0.05% Add +5.3% 10,055 $895K
Nations Financial Group Inc, /Ia/ 0.06% Add +7.5% 10,018 $892K
Sentinel Wealth Management, Inc. 0.84% — 10,005 $891K
Torno Capital, LLC 0.34% New 10,000 $891K
Ruedi Wealth Management, Inc. 0.26% Add +21.1% 9,986 $889K
Bangor Savings Bank 0.08% Reduce -9.5% 9,931 $884K
Motley Fool Wealth Management, LLC 0.05% Reduce -14.0% 9,882 $880K
AQR Capital Management 0.00% Add +14.4% 9,861 $878K
Aptus Capital Advisors, LLC 0.01% Add +5.1% 9,859 $878K
Trinity Legacy Partners, LLC 0.21% Reduce -0.5% 9,765 $877K
Rwa Wealth Partners, LLC 0.01% Reduce -20.6% 9,842 $877K
Guidance Capital, Inc. 0.25% Add +17.2% 9,834 $874K
American Financial Advisors, LLC 0.12% Add +0.1% 9,812 $874K
Fifth Third Securities, Inc. 0.07% Add +2.3% 9,803 $873K
Curbstone Financial Management Corp 0.18% Reduce -6.3% 9,764 $870K
Root Financial Partners, LLC 0.08% Reduce -36.5% 9,761 $869K
Pinnacle Bancorp, Inc. 0.27% Reduce -2.6% 9,759 $869K
Gibraltar Capital Management, Inc. 0.17% Add +172.7% 24,937 $865K
Almanack Investment Partners, LLC. 0.14% Reduce -1.8% 9,670 $861K
Capital Analysts, LLC 0.03% Add +2.7% 9,667 $861K
Forum Financial Management, LP 0.01% Reduce -1.3% 9,666 $861K
Matrix Private Capital Group LLC 0.51% Reduce -13.8% 9,660 $860K
NorthCoast Asset Management LLC 0.00% Add +21.8% 9,631 $858K
Oxford Financial Group, LTD. LLC 0.05% Add +1.9% 9,627 $857K
Wiser Advisor Group LLC 1.48% Add +1.2% 9,593 $854K
Newman Dignan & Sheerar, Inc. 0.20% Reduce -13.1% 9,583 $853K
Institute for Wealth Management, LLC. 0.09% Reduce -35.0% 9,550 $851K
Asset Allocation Strategies LLC 0.19% Reduce -25.8% 9,548 $850K
Peirce Capital Management, LLC 0.38% New 9,543 $850K
Diversify Advisory Services, LLC 0.03% Add +44.9% 9,469 $842K
Webster Bank, N. A. 0.09% Reduce -7.2% 9,458 $842K
Fsa Wealth Partners, Inc. 0.41% Reduce -1.3% 9,443 $841K
Koshinski Asset Management, Inc. 0.06% Add +1.2% 7,617 $840K
Chesapeake Wealth Management 0.28% Add +3.2% 9,410 $838K
Old National Bancorp 0.01% Reduce -4.5% 9,397 $837K
Viawealth, LLC 0.49% Reduce -8.7% 9,383 $836K
Mutual Advisors, LLC 0.02% Add +28.7% 9,090 $834K
Fingerlakes Wealth Management, Inc. 0.62% Reduce -10.2% 9,333 $831K
Strategic Blueprint, LLC 0.04% Reduce -31.8% 9,333 $831K
Bedel Financial Consulting, Inc. 0.11% Add +0.3% 9,262 $825K
Financial Perspectives, Inc 0.25% Reduce -3.0% 9,222 $821K
Foster Group, Inc. 0.03% Reduce -0.2% 9,216 $821K
Apeiron RIA LLC 0.21% Add +1.1% 9,214 $821K
CVA Family Office, LLC 0.12% Add +1.5% 9,199 $819K
LYNX Capital Group Ltd. 0.40% No change 9,191 $819K
Acropolis Investment Management, LLC 0.04% No change 9,166 $816K
Federation des caisses Desjardins du Quebec 0.00% Add +16.8% 9,125 $812K
Allegiance Financial Group Advisory Services LLC 0.21% Add +4.7% 8,978 $800K
Carrera Capital Advisors 0.16% Add +2.4% 8,977 $800K
King Luther Capital Management Corp. 0.00% Add +8.9% 8,975 $799K
Kirtland Hills Capital Management, LLC 0.37% Add +36.6% 8,944 $797K
Simon Quick Advisors, LLC 0.04% Reduce -7.4% 8,920 $794K
Hudock, Inc. 0.13% Reduce -2.1% 8,823 $786K
Smith, Moore & Co. 0.07% Reduce -2.1% 8,823 $786K
Upper Left Wealth Management, LLC 0.52% Add +8.3% 8,819 $785K
Index Fund Advisors, Inc. 0.04% Reduce -8.1% 8,805 $784K
Flputnam Investment Management Co. 0.01% Reduce -5.8% 8,760 $780K
Chapin Davis, Inc. 0.21% Reduce -1.6% 8,723 $777K
JFS Wealth Advisors, LLC 0.05% Reduce -13.2% 8,685 $773K
Richardson Financial Services Inc. 0.52% Add +17.6% 8,586 $770K
Comprehensive Money Management Services LLC 0.58% Add +3.6% 8,633 $769K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 8,595 $765K
Raab & Moskowitz Asset Management LLC 0.18% Reduce -0.8% 8,589 $765K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.7% 8,569 $763K
Smith Shellnut Wilson LLC 0.33% No change 8,529 $760K
McLean Asset Management Corp 0.20% Reduce -6.7% 8,390 $754K
First Financial Corp. 0.33% Reduce -6.1% 8,401 $748K
Marshall Wace, LLP 0.00% New 8,400 $748K
Westfuller Advisors, LLC 0.43% Reduce -10.1% 8,372 $746K
First Bancorp, Inc 0.43% Add +0.5% 8,350 $744K
Summit Financial Wealth Advisors, LLC 0.13% Add +0.3% 8,275 $737K
O'ROURKE & COMPANY, Inc 0.34% Add +0.6% 8,273 $737K
Raffa Wealth Management, LLC 0.15% Add +0.4% 8,238 $734K
New Republic Capital, LLC 0.26% Reduce -14.2% 8,224 $732K
Mayflower Financial Advisors, LLC 0.10% Reduce -0.6% 8,183 $729K
BIP Wealth, LLC 0.04% Reduce -6.0% 8,176 $728K
Founders Financial Securities LLC 0.06% Reduce -0.6% 8,156 $726K
Werba Rubin Papier Wealth Management 0.14% Add +34.9% 8,155 $726K
Savvy Advisors, Inc. 0.05% Add +11.6% 8,153 $726K
Fidato Wealth LLC 0.52% Reduce -0.7% 8,152 $726K
Trust Co 0.08% Add +4.9% 8,142 $725K
Private Trust Co. NA 0.07% Reduce -1.8% 8,109 $722K
Community Bank, N.A. 0.09% Reduce -0.8% 8,087 $720K
Gilbert & Cook, Inc. 0.10% Reduce -55.3% 8,076 $719K
Kingswood Wealth Advisors, LLC 0.06% Reduce -39.4% 8,054 $717K
Moisand Fitzgerald Tamayo, LLC 0.09% Reduce -0.9% 8,047 $717K
Gries Financial LLC 0.13% Add +1.2% 7,999 $712K
Motco 0.07% Add +18.4% 7,989 $712K
Western Wealth Management, LLC 0.04% Add +16.0% 7,966 $709K
Mount Lucas Management LP 0.34% Reduce -45.7% 7,949 $708K
BOK Financial Private Wealth, Inc. 0.05% Reduce -6.2% 7,939 $707K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -2.9% 7,905 $704K
Summit Trail Advisors, LLC 0.01% New 7,885 $702K
Pinnacle Family Advisors, LLC 0.34% Reduce -3.1% 7,925 $701K
Trust Co. of Vermont 0.03% Reduce -0.4% 7,871 $701K
Strategic Wealth Investment Group, LLC 1.00% Add +8.3% 7,771 $692K
Carson Advisory Inc. 0.44% Reduce -1.3% 7,755 $691K
Keystone Wealth Services, LLC 0.17% New 7,729 $688K
Mosaic Family Wealth Partners, LLC 0.09% Reduce -20.1% 7,709 $687K
WealthShield Partners, LLC 0.08% Add +1.4% 7,708 $686K
Duncker Streett & Co. Inc. 0.13% Add +0.3% 7,699 $686K
GWN Securities Inc. 0.13% Reduce -86.6% 7,668 $683K
Hilltop Holdings Inc. 0.04% Reduce -23.4% 7,660 $682K
Principal Securities, Inc. 0.01% Add +19.0% 7,656 $682K
Cardinal Point Capital Management ULC 0.05% Add +41.0% 7,628 $679K
AMG National Trust Bank 0.02% Add +0.6% 7,627 $679K
Mason Investment Advisory Services, Inc. 0.04% Add +4.3% 7,614 $678K
Arrow Financial Corp 0.07% No change 7,564 $674K
Garner Asset Management Corp 0.31% Add +13.1% 7,563 $674K
Clifford Swan Investment Counsel LLC 0.02% No change 7,556 $673K
Wealthspire Retirement, LLC 0.04% Add +1.0% 7,553 $673K
Centaurus Financial, Inc. 0.04% Reduce -0.8% 7,510 $669K
Spire Wealth Management 0.02% Reduce -35.8% 7,510 $669K
Marco Investment Management LLC 0.06% No change 7,507 $669K
Godshalk Welsh Capital Management, Inc. 0.41% Reduce -4.5% 7,485 $667K
Salem Investment Counselors Inc. 0.02% Add +0.2% 7,454 $664K
Wealthcare Capital Management LLC 0.07% Reduce -6.1% 7,443 $663K
Hirtle & Co., LLC 0.03% Reduce -14.0% 7,423 $661K
Central Bank & Trust Co. 0.11% Add +3.6% 7,417 $661K
Kennebec Savings Bank 0.65% Reduce -0.6% 7,400 $659K
KG Capital Management 0.19% Reduce -0.5% 7,398 $659K
SOL Capital Management CO 0.06% Reduce -1.8% 7,340 $654K
Balentine LLC 0.03% Reduce -24.1% 7,341 $654K
FSM Wealth Advisors, LLC 0.11% Add +4.2% 7,320 $653K
Altfest L J & Co. Inc. 0.08% Reduce -96.1% 7,319 $652K
Uptown Financial Advisors LLC 0.60% Reduce -0.8% 7,297 $650K
Loudon Investment Management, LLC 0.36% No change 7,295 $650K
Caldwell Trust Co 0.06% No change 7,225 $643K
Certuity, LLC 0.06% Reduce -0.7% 7,147 $636K
Fisher Asset Management 0.00% Reduce -26.4% 7,088 $631K
Sage Investment Counsel LLC 0.73% Reduce -6.8% 7,026 $626K
Clifford Group, LLC 0.51% Add +3.8% 7,021 $625K
Strata Wealth Advisors, LLC 0.17% Add +13.4% 6,964 $620K
Advisors Capital Management, LLC 0.01% Reduce -3.4% 6,898 $614K
First National Bank of Hutchinson 0.38% Add +0.4% 6,867 $612K
Mission Creek Capital Partners, Inc. 0.13% Add +0.3% 6,811 $607K
Allen Investment Management, LLC 0.01% No change 6,781 $604K
Apollon Financial, LLC 0.13% Add +0.4% 6,717 $598K
YHB Investment Advisors, Inc. 0.05% Reduce -13.3% 6,707 $597K
Hutchens & Kramer Investment Management Group, LLC 0.27% Add +110.1% 6,654 $597K
Piscataqua Savings Bank 0.50% No change 6,692 $596K
Bfsg, LLC 0.07% Reduce -5.5% 6,677 $595K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -3.6% 6,664 $593K
Myecfo, LLC 0.29% Reduce -1.5% 6,647 $592K
Lantern Wealth Advisors, LLC 0.35% — 6,634 $591K
Mechanics Bank Trust Department 0.08% Reduce -13.1% 6,619 $589K
Atlantic Union Bankshares Corp 0.01% New 6,574 $585K
Cary Street Partners Financial LLC 0.02% Add +57.0% 6,561 $584K
International Assets Investment Management, LLC 0.05% Reduce -7.6% 6,523 $581K
Bath Savings Trust Co 0.06% New 6,509 $580K
Annex Advisory Services, LLC 0.01% Add +0.5% 6,501 $579K
TFB Advisors LLC 0.15% Add +2.9% 6,498 $579K
Key Financial Inc 0.12% Reduce -8.5% 6,474 $577K
CoreCap Advisors, LLC 0.02% Reduce -45.0% 6,440 $574K
Ellevest, Inc. 0.09% Reduce -94.6% 6,368 $567K
Optimist Retirement Group LLC 0.27% Add +2.6% 6,338 $564K
North Ridge Wealth Advisors, Inc. 0.35% Add +2.8% 6,330 $564K
McElhenny Sheffield Capital Management, LLC 0.15% New 6,310 $562K
NCM Capital Management, LLC 0.23% Add +0.1% 6,306 $562K
Farrell Financial LLC 0.38% Reduce -0.8% 6,303 $561K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -4.6% 6,296 $561K
Bluesphere Advisors LLC 0.28% Reduce -19.2% 6,270 $558K
Cannon Financial Strategists, Inc. 0.09% Add +38.8% 6,264 $558K
Woodside Wealth Management LLC 0.48% Reduce -16.1% 6,259 $557K
Ascentis Independent Advisors 0.10% Reduce -0.4% 6,250 $557K
CJM Wealth Advisers, Ltd. 0.18% Reduce -3.5% 6,239 $556K
Portland Financial Advisors Inc 1.33% No change 6,228 $555K
Advocate Group LLC 0.10% No change 6,228 $555K
Sovereign Financial Group, Inc. 0.11% Add +1.9% 6,212 $553K
Elevation Wealth Partners, LLC 0.22% Add +9.9% 6,211 $553K
Bridges Investment Management Inc. 0.01% Reduce -10.1% 6,178 $550K
Jim Saulnier & Associates, LLC 0.37% Reduce -5.7% 6,170 $550K
Libra Wealth LLC 0.18% No change 6,165 $549K
Level Financial Advisors 0.17% Reduce -2.0% 6,160 $549K
Heritage Trust Co 0.06% Reduce -3.6% 6,150 $548K
Squarepoint Ops LLC 0.00% Reduce -86.4% 6,148 $548K
Greenwich Wealth Management LLC 0.03% No change 6,133 $546K
City Center Advisors, LLC 0.58% Reduce -2.1% 6,096 $543K
TABR Capital Management, LLC 0.47% Add +7.1% 6,090 $542K
Ironwood Investment Counsel, LLC 0.08% Reduce -8.9% 6,088 $542K
Harbor Advisory Corp. 0.17% Reduce -32.2% 6,074 $541K
Opus Capital Group, LLC 0.06% Add +2.6% 6,037 $538K
Arbor Wealth Advisors LLC 0.43% No change 6,000 $534K
Base Wealth Management LLC 0.34% Add +0.0% 5,969 $532K
Certified Advisory Corp 0.06% Add +5.1% 5,961 $531K
Twin Focus Capital Partners, LLC 0.07% Reduce -22.4% 5,955 $530K
Silver Oak Securities, Incorporated 0.04% Add +50.7% 5,913 $527K
Washington Growth Strategies LLC 0.40% — 5,906 $526K
TD Waterhouse Canada Inc. 0.00% Reduce -22.2% 5,864 $526K
Cozad Asset Management Inc. 0.05% No change 5,833 $519K
Titleist Asset Management, LLC 0.05% Reduce -3.6% 5,798 $516K
Riverbridge Partners LLC 0.01% No change 5,791 $516K
MainStreet Investment Advisors LLC 0.07% Reduce -0.8% 5,775 $514K
Glass Jacobson Investment Advisors llc 0.20% Reduce -37.0% 5,770 $514K
Greenleaf Trust 0.00% Add +2.8% 5,760 $513K
Rehmann Capital Advisory Group 0.03% Add +1.1% 5,751 $512K
Watts Gwilliam & Co., LLC 0.08% Reduce -19.0% 5,540 $511K
Heritage Wealth Advisors 0.02% No change 5,709 $508K
Money Concepts Capital Corp. 0.03% Reduce -9.3% 5,687 $506K
S.A. Mason LLC 0.24% No change 5,667 $505K
Nikulski Financial, Inc. 0.14% Add +16.0% 5,659 $504K
Boltwood Capital Management 0.14% No change 5,656 $504K
Schnieders Capital Management LLC 0.09% Reduce -1.1% 5,648 $503K
Natixis 0.00% Reduce -5.2% 5,641 $502K
Charles Schwab Trust Co 0.04% New 5,636 $502K
SlateStone Wealth, LLC 0.05% Add +7.7% 5,621 $501K
Barrett & Company, Inc. 0.19% Reduce -1.4% 5,611 $500K
GeoWealth Management, LLC 0.02% Reduce -42.2% 5,596 $498K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 5,585 $497K
Canandaigua National Trust Co of Florida 0.35% Reduce -0.6% 5,577 $497K
DF Dent & Co. Inc. 0.01% Add +28.4% 5,537 $493K
First Heartland Consultants, Inc. 0.04% Add +13.8% 5,534 $493K
Jordan Park Trust Co LLC 0.45% No change 5,517 $491K
Cladis Investment Advisory, LLC 0.31% Add +0.0% 5,513 $491K
Curi Capital, LLC 0.01% Add +66.8% 5,506 $490K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -54.2% 5,493 $489K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -10.4% 5,455 $486K
Eagle Strategies LLC 0.07% Reduce -1.4% 5,448 $485K
Capital Insight Partners, LLC 0.08% No change 5,439 $484K
Cadent Capital Advisors, LLC 0.16% Add +0.1% 5,434 $484K
Clayton Financial Group LLC 0.57% Reduce -64.9% 5,414 $482K
Bryant Woods Investment Advisors, LLC 0.21% Add +0.5% 5,379 $479K
Evercore Wealth Management, LLC 0.01% Reduce -29.2% 5,344 $476K
Abacus Planning Group, Inc. 0.07% Reduce -39.3% 5,340 $476K
DKM Wealth Management, Inc. 0.41% Reduce -0.7% 5,337 $475K
Fiducient Advisors LLC 0.06% Add +0.1% 5,335 $475K
Clear Investment Research, LLC 0.60% Reduce -99.0% 53 $475K
Wealth Effects LLC 0.18% Reduce -13.8% 5,313 $473K
Invictus Private Wealth, LLC 0.03% Add +6.3% 5,288 $471K
Sachetta, LLC 0.19% Add +8.3% 5,272 $470K
Heck Capital Advisors, LLC 0.04% Add +331.3% 5,258 $468K
Farmers National Bank 0.12% Reduce -9.4% 5,219 $465K
Sage Capital Management, LLC 0.22% Add +0.8% 5,195 $463K
Faithward Advisors, LLC 0.07% Add +21.9% 5,189 $462K
Canal Capital Management, LLC 0.07% No change 5,183 $462K
IVC Wealth Advisors LLC 0.22% Add +10.1% 5,179 $461K
First Manhattan Co. Llc. 0.00% New 5,169 $460K
Opulen Financial Group LLC 0.38% Reduce -0.2% 5,162 $460K
Stablepoint Partners, LLC 0.08% Reduce -0.7% 5,140 $458K
Axiom Financial Strategies, LLC 0.25% Reduce -5.0% 5,129 $457K
Brown Financial Advisory 0.25% Reduce -1.8% 5,087 $453K
Towerpoint Wealth, LLC 0.20% Reduce -5.7% 5,084 $453K
ICONIQ Capital, LLC 0.01% Add +1.0% 5,076 $452K
Clarius Group, LLC 0.03% No change 5,057 $450K
Alexander Labrunerie & Co., Inc. 0.19% Add +1.2% 5,056 $450K
Legacy Capital Wealth Partners, LLC 0.10% Add +6.3% 5,021 $447K
Colonial Trust Co / SC 0.07% No change 5,017 $447K
Kearns & Associates LLC 0.26% Reduce -1.3% 5,013 $446K
Horan Securities, Inc. 0.16% Add +1.4% 5,007 $446K
Lowe Wealth Advisors, LLC 0.17% Add +29.8% 5,004 $446K
Hillcrest Wealth Advisors - NY, LLC 0.21% Reduce -33.3% 5,000 $445K
Trust Co. of Oklahoma 0.14% Reduce -16.8% 5,000 $445K
Edge Wealth Management LLC 0.09% No change 5,000 $445K
Indiana Trust & Investment Management Co 0.15% Reduce -1.7% 4,990 $444K
E&G Advisors, LLC 0.12% Reduce -0.0% 4,990 $444K
True North Advisors, LLC 0.08% No change 4,971 $443K
Pennington Partners & Co., LLC 0.24% Reduce -0.2% 4,968 $442K
Total Clarity Wealth Management, Inc. 0.13% New 4,966 $442K
Keystone Financial Planning, Inc. 0.13% No change 4,942 $440K
MontVue Capital Management, Inc. 0.31% Reduce -1.3% 4,939 $440K
Glen Eagle Advisors, LLC 0.07% Reduce -20.3% 4,930 $439K
VestGen Advisors, LLC 0.02% Add +1.4% 4,928 $439K
Jump Financial, LLC 0.01% Reduce -65.5% 4,923 $438K
Lanark Financial, Inc. 0.04% Add +0.3% 4,922 $438K
Earned Wealth Advisors, LLC 0.09% Reduce -4.8% 4,898 $436K
ABLE Financial Group, LLC 0.11% Reduce -26.8% 4,893 $436K
First Interstate Bank 0.03% Reduce -12.8% 4,893 $436K
James J. Burns & Company, LLC 0.07% Add +0.1% 4,886 $435K
Narwhal Capital Management 0.03% Reduce -78.2% 4,877 $434K
GFS Advisors, LLC 0.06% Reduce -4.3% 4,845 $431K
Russell Investments Group, Ltd. 0.00% Add +84.9% 4,838 $431K
Petra Financial Advisors Inc. 0.27% Add +0.1% 4,831 $430K
Lyell Wealth Management, LP 0.03% New 4,830 $430K
Red Mountain Financial, LLC 0.48% Add +0.2% 4,825 $430K
Northern Capital Management, Inc. 0.25% No change 4,788 $426K
Avidian Wealth Enterprises, LLC 0.02% Reduce -3.5% 4,788 $426K
Northeast Investment Management 0.02% Reduce -0.3% 4,781 $426K
Trivium Point Advisory, LLC 0.05% Reduce -14.3% 4,737 $422K
Financial Life Planners 0.34% Reduce -18.0% 4,734 $422K
Farmers Trust Co. 0.08% Reduce -30.3% 4,732 $421K
Facet Wealth, Inc. 0.01% Add +22.1% 4,726 $421K
ROI Financial Advisors, LLC 0.27% Reduce -8.2% 4,718 $420K
Venture Visionary Partners LLC 0.02% No change 4,702 $419K
Vannoy Advisory Group, Inc. 0.29% Reduce -0.3% 4,699 $419K
Mendel Money Management 0.19% Add +1.5% 4,693 $418K
Mechanics Financial Corp 0.18% Reduce -1.1% 4,693 $418K
Manske Wealth Management 0.14% Reduce -1.6% 4,692 $418K
Csenge Advisory Group 0.02% Reduce -9.7% 4,670 $417K
Clark Asset Management, LLC 0.06% Reduce -14.0% 4,672 $416K
SKY-Mountain Capital Management, Inc. 0.28% Reduce -37.4% 4,631 $416K
Tactive Advisors, LLC 0.13% — 4,663 $415K
Balanced Rock Investment Advisors LLC 0.33% Reduce -13.3% 4,652 $414K
Goelzer Investment Management, Inc. 0.02% Reduce -0.0% 4,639 $413K
Ausdal Financial Partners, Inc. 0.03% Reduce -22.1% 4,622 $412K
Davidson Trust Co. 0.19% No change 4,606 $410K
Howard Financial Services, LTD. 0.05% Add +1.0% 4,597 $409K
Partners Wealth Management, LLC 0.47% Reduce -10.0% 4,516 $409K
IHT Wealth Management, LLC 0.01% Reduce -47.1% 4,574 $407K
Onyx Bridge Wealth Group LLC 0.05% Reduce -34.4% 4,557 $406K
Platform Technology Partners 0.11% Add +3.8% 4,550 $405K
Quad-Cities Investment Group, LLC 0.18% Add +21.1% 4,529 $403K
Chatham Capital Group, Inc. 0.06% Add +9.7% 4,525 $403K
Boston Trust Walden Corp 0.00% No change 4,522 $403K
Tompkins Financial Corp. 0.04% No change 4,501 $401K
Mosaic Financial Group, LLC 0.31% Add +0.2% 4,476 $399K
Bradley Foster & Sargent Inc. 0.01% Reduce -12.9% 4,476 $399K
First Hawaiian Bank 0.05% Add +0.4% 4,468 $398K
Affinity Capital Advisors, LLC 0.07% Reduce -8.4% 4,444 $396K
Claro Advisors Inc. 0.07% Reduce -6.1% 4,444 $396K
Occidental Asset Management, LLC 0.05% Reduce -0.7% 4,437 $395K
Bank of Marin 0.30% New 4,432 $395K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -6.2% 4,422 $394K
Calton & Associates, Inc. 0.07% Add +62.2% 4,403 $392K
Northwest Bancshares, Inc. 0.07% Reduce -1.9% 4,403 $392K
Badgley Phelps Wealth Managers, LLC 0.01% Add +9.6% 4,398 $392K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +6.1% 4,348 $388K
Balefire, LLC 0.08% New 4,347 $387K
Strategic Financial Planning, Inc. 0.24% Reduce -0.3% 4,338 $386K
Postrock Partners LLC 0.18% No change 4,335 $386K
Professional Advisory Services Inc. 0.05% No change 4,336 $386K
Exchange Bank 0.30% Reduce -12.0% 4,300 $383K
Wilson & Boucher Capital Management, LLC 0.27% No change 4,300 $383K
HM Payson & Co. 0.01% No change 4,289 $382K
Advantage Trust Co 0.19% Add +57.2% 4,288 $382K
Benjamin Edwards Inc. 0.00% Add +0.5% 4,269 $380K
Lam Group, Inc. 0.25% Reduce -0.9% 4,260 $379K
Wick Capital Partners, LLC 0.10% Add +641.9% 32,667 $379K
McNaughton Wealth Management, LLC 0.17% Reduce -11.4% 4,239 $378K
First National Trust Co 0.01% Reduce -0.1% 4,218 $376K
Essex LLC 0.07% Add +5.8% 4,206 $375K
XML Financial, LLC 0.03% Reduce -1.2% 4,193 $373K
Ballast, Inc. 0.10% No change 4,185 $373K
Fort Sheridan Advisors LLC 0.05% Reduce -5.6% 4,162 $371K
RS Crum Inc. 0.09% Reduce -19.0% 4,155 $370K
Roger Wittlin Investment Advisory, LLC 0.21% Add +1.0% 4,155 $370K
Patton Albertson Miller Group, LLC 0.05% Reduce -13.3% 4,150 $370K
Future Financial Wealth Managment LLC 0.25% Add +1.5% 4,137 $368K
Peak Financial Management, Inc. 0.10% Add +0.5% 4,116 $367K
Cobblestone Capital Advisors LLC 0.02% Reduce -1.4% 4,108 $366K
Investor's Fiduciary Advisor Network, LLC 0.14% Add +6.4% 4,109 $365K
Quotient Wealth Partners, LLC 0.01% Reduce -12.9% 4,054 $361K
Diligent Investors, LLC 0.09% Reduce -33.6% 4,034 $359K
Marino, Stram & Associates LLC 0.07% No change 4,024 $358K
Perkins Coie Trust Co 0.06% Reduce -4.9% 4,022 $358K
First National Bank Sioux Falls 0.13% No change 4,017 $358K
SkyOak Wealth, LLC 0.07% No change 4,009 $357K
Beckerman Institutional, LLC 0.24% No change 4,000 $356K
ProVise Management Group, LLC 0.03% Reduce -11.0% 3,993 $356K
Liberty Wealth Management LLC 0.06% Reduce -54.4% 3,987 $355K
Jackson Thornton Wealth Management, LLC 0.04% Add +23.3% 3,978 $355K
GEN Financial Management, INC. 0.29% Add +2.2% 3,969 $353K
RiverGlades Family Offices LLC 0.23% Add +1.7% 3,969 $353K
Berkeley Capital Partners, LLC 0.09% Add +0.4% 3,959 $353K
Avalon Trust Co 0.03% Reduce -12.7% 3,950 $352K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -8.9% 3,909 $348K
Patten Group, Inc. 0.07% Reduce -16.0% 3,900 $347K
BLB&B Advisors, LLC 0.02% Reduce -40.9% 3,897 $347K
Brookwood Investment Group LLC 0.06% Reduce -38.7% 3,877 $345K
First County Bank 0.19% Reduce -17.6% 3,870 $345K
Lansing Street Advisors 0.10% Add +0.1% 3,869 $345K
Seascape Capital Management 0.11% No change 3,862 $344K
TD Capital Management LLC 0.03% Add +0.9% 3,842 $342K
LaSalle St. Investment Advisors, LLC 0.09% Add +7.5% 3,836 $341K
Mattern Capital Management, LLC 0.04% No change 3,815 $340K
Rockingstone Advisors LLC 0.18% Reduce -2.8% 3,812 $339K
Jackson Creek Investment Advisors LLC 0.09% Reduce -2.6% 3,790 $338K
American National Bank & Trust 0.03% Reduce -3.0% 3,774 $336K
Sage Mountain Advisors LLC 0.02% No change 3,754 $334K
Covestor Ltd 0.20% Add +27.0% 3,735 $333K
Parker Financial LLC 0.14% Reduce -9.9% 3,736 $333K
FAS Wealth Partners, Inc. 0.02% Reduce -4.0% 3,720 $331K
Sunpointe, LLC 0.13% Add +0.9% 3,712 $330K
Quadrant Private Wealth Management, LLC 0.07% Add +61.5% 3,706 $330K
Meridian Investment Counsel Inc. 0.09% No change 3,698 $329K
Wealthstream Advisors, Inc. 0.05% No change 3,690 $329K
Blossom Wealth Management 0.58% Add +0.6% 3,680 $328K
Bard Associates Inc. 0.11% Add +12.3% 3,679 $328K
Life Planning Partners, Inc 0.26% Add +10.2% 3,658 $326K
Forza Wealth Management, LLC 0.13% No change 3,643 $324K
Busey Bank 0.01% Add +25.2% 3,639 $324K
Moloney Securities Asset Management, LLC 0.04% Reduce -0.8% 3,632 $323K
Legacy Private Trust Co. 0.02% No change 3,631 $323K
Great Valley Advisor Group, Inc. 0.01% Add +2.1% 3,624 $323K
QRG Capital Management, Inc. 0.00% Add +36.1% 3,618 $322K
Nomura Asset Management Co. Ltd. 0.00% Reduce -75.3% 3,600 $321K
Fee-Only Financial Planning, L.C. 0.20% No change 3,586 $319K
Renaissance Technologies 0.00% New 3,500 $312K
Magnolia Private Wealth, LLC 0.24% Reduce -15.0% 3,486 $310K
Stockman Wealth Management, Inc. 0.04% No change 3,482 $310K
Perissos Private Wealth Management, LLC 0.25% Add +0.1% 3,481 $310K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -15.9% 3,478 $310K
SigFig Wealth Management, LLC 0.01% Add +3.8% 3,484 $310K
Linscomb Wealth, Inc. 0.01% Reduce -0.1% 3,467 $309K
McDaniel Terry & Co. 0.03% Reduce -33.1% 3,467 $309K
Strategic Financial Partners, Ltd. 0.14% Reduce -8.6% 3,455 $308K
Greykasell Wealth Strategies, Inc. 0.15% Reduce -18.9% 3,440 $306K
Essex Financial Services, Inc. 0.02% No change 3,439 $306K
Eagle Bluffs Wealth Management LLC 0.15% Reduce -3.8% 3,438 $306K
Financial Freedom, LLC 0.16% Add +0.5% 3,430 $305K
Burk Holdings LLC 0.19% Reduce -7.9% 3,425 $305K
PKS Advisory Services, LLC 0.07% No change 3,408 $303K
Capital City Trust Co. 0.08% Reduce -14.1% 3,394 $302K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.8% 3,384 $301K
Coppell Advisory Solutions LLC 0.04% Reduce -4.4% 3,389 $300K
Prosperity Planning, Inc. 0.12% Reduce -6.9% 3,359 $299K
Gold Investment Management Ltd. 0.11% Reduce -5.5% 3,332 $299K
Synergy Financial Group, LTD 0.22% No change 3,345 $298K
SteelPeak Wealth, LLC 0.01% Reduce -31.7% 3,344 $298K
Tyler-Stone Wealth Management 0.05% Reduce -1.3% 3,341 $298K
Headinvest, LLC 0.06% No change 3,332 $297K
Private Client Services, LLC 0.12% Reduce -24.6% 3,331 $297K
Embree Financial Group 0.04% Add +0.9% 3,324 $296K
Perennial Investment Advisors, LLC 0.03% Reduce -3.2% 3,313 $295K
Sage Rhino Capital LLC 0.06% Add +0.1% 3,306 $294K
McAdam, LLC 0.02% Add +7.8% 3,304 $294K
Atwater Malick LLC 0.09% Reduce -4.9% 3,285 $293K
AssuredPartners Investment Advisors, LLC 0.07% Add +0.7% 3,266 $291K
Burling Wealth Partners, LLC 0.05% No change 3,260 $290K
M1 Capital Management LLC 0.15% Add +0.4% 3,259 $290K
Pinney & Scofield, Inc. 0.20% Add +0.1% 3,259 $290K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $290K
Orleans Capital Management Corp. 0.15% Reduce -2.3% 3,250 $289K
Angeles Wealth Management, LLC 0.02% Reduce -22.6% 3,240 $289K
IFC Advisors LLC 0.05% No change 3,229 $288K
Charter Oak Capital Management, LLC 0.02% Add +4.5% 3,228 $288K
Security National Bank of So Dak 0.16% Add +3.2% 3,215 $286K
RFP Financial Group LLC 0.12% Reduce -6.2% 3,202 $285K
Capital Asset Advisory Services LLC 0.01% Reduce -2.5% 3,178 $285K
Courier Capital LLC 0.02% No change 3,190 $284K
Financial Insights, Inc. 0.10% Reduce -2.8% 3,183 $283K
Wealth Architects, LLC 0.03% No change 3,178 $283K
Cooper/Haims Advisors, LLC 0.14% Add +0.4% 3,175 $283K
Weaver Consulting Group 0.08% No change 3,164 $282K
Colony Family Offices, LLC 0.07% No change 3,159 $281K
Duncan Williams Asset Management, LLC 0.09% No change 3,144 $280K
Select Asset Management & Trust 0.10% Reduce -37.2% 3,143 $280K
Davis R M Inc. 0.01% Reduce -2.7% 3,140 $280K
Keudell/Morrison Wealth Management 0.06% Add +12.1% 3,132 $279K
Kraft Asset Management, LLC 0.26% Add +0.1% 3,122 $278K
Tandem Capital Management Corp. 0.14% Add +0.4% 3,122 $278K
Avantax Planning Partners, Inc. 0.01% Reduce -66.1% 3,122 $278K
Van Hulzen Asset Management, LLC 0.02% Add +14.6% 3,111 $277K
SwitchPoint Financial Planning, LLC 0.23% Add +0.7% 3,091 $275K
Topel & Distasi Wealth Management, LLC 0.14% Reduce -57.5% 3,087 $275K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -7.5% 3,084 $275K
Hoxton Planning & Management, LLC 0.09% Add +3.6% 3,082 $274K
Barclays PLC 0.00% Add +215.6% 3,077 $274K
First Commonwealth Financial Corp 0.06% Reduce -3.4% 3,076 $274K
Insight Advisors, LLC/ PA 0.04% Reduce -4.7% 3,067 $273K
AllSquare Wealth Management LLC 0.15% No change 3,067 $273K
Anchor Capital Advisors LLC 0.01% Reduce -1.8% 3,065 $273K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -13.8% 3,054 $272K
Morton Brown Family Wealth, LLC 0.08% No change 3,052 $272K
Oceanside Advisors LLC 0.18% Add +0.7% 3,051 $272K
Heritage Family Offices, LLP 0.14% No change 3,029 $272K
Iowa State Bank 0.05% No change 3,045 $271K
Resolute Advisors LLC 0.07% Reduce -0.9% 3,037 $270K
Keystone Financial Group 0.02% Add +0.2% 3,030 $270K
Harbour Capital Advisors, LLC 0.06% No change 3,000 $270K
Arrowroot Family Office, LLC 0.12% — 3,020 $269K
Stonebridge Financial Group, LLC 0.03% No change 3,008 $268K
ZEGA Investments, LLC 0.07% Add +27.4% 3,002 $267K
Transatlantique Private Wealth LLC 0.10% No change 3,000 $267K
Lincoln Capital LLC 0.05% No change 3,000 $267K
McNamara Financial Services, Inc. 0.05% Reduce -6.0% 2,999 $267K
Delta Capital Management LLC 0.15% No change 3,000 $267K
Bristlecone Advisors, LLC 0.02% Add +0.5% 2,986 $266K
Twelve Points Wealth Management LLC 0.07% No change 2,985 $266K
Axis Wealth Partners, LLC 0.17% Reduce -2.6% 2,967 $264K
Knollwood Investment Advisory, LLC 0.03% No change 2,957 $263K
Sheets Smith Wealth Management 0.03% Reduce -0.3% 2,952 $263K
Evolution Wealth Advisors, LLC 0.04% Reduce -11.0% 2,940 $262K
PBMares Wealth Management LLC 0.05% Reduce -2.6% 2,936 $262K
21 West Wealth Management LLC 0.26% — 2,936 $261K
Inspirion Wealth Advisors, LLC 0.03% Add +0.1% 2,929 $261K
Red Lighthouse Investment Management, LLC 0.10% Reduce -1.8% 2,929 $261K
Alexander Randolph Advisory, Inc. 0.23% No change 2,927 $261K
American Money Management, LLC 0.05% Add +1.3% 2,917 $260K
WorthPointe, LLC 0.11% New 2,910 $259K
Ignite Planners, LLC 0.05% Add +2.1% 2,879 $259K
Jupiter Wealth Management LLC 0.13% No change 2,874 $258K
McClarren Financial Advisors, Inc. 0.17% Add +13.3% 2,897 $258K
Hopwood Financial Services, Inc. 0.20% No change 2,895 $258K
Iron Horse Wealth Management, LLC 0.08% Add +0.9% 2,891 $257K
Seneschal Advisors, LLC 0.20% Reduce -2.7% 2,886 $257K
First Trust Advisors LP 0.00% Reduce -50.2% 2,880 $256K
RBA Wealth Management, LLC 0.10% Add +4.6% 2,872 $256K
Cascade Investment Group, Inc. 0.18% Add +1.9% 2,867 $255K
Sprinkle Financial Consultants LLC 0.16% Add +1.0% 2,865 $255K
Guidance Point Advisors, LLC 0.07% Reduce -19.8% 2,856 $254K
MorganRosel Wealth Management, LLC 0.07% Add +1.2% 2,847 $254K
Aua Capital Management, LLC 0.15% No change 2,845 $253K
SWS Partners 0.07% Reduce -24.8% 2,843 $253K
Birchcreek Wealth Management, LLC 0.14% No change 2,843 $253K
Westmount Partners, LLC 0.07% Add +0.5% 2,842 $253K
Elite Financial, Inc. 0.12% Reduce -0.9% 2,827 $253K
Melfa Wealth Management, Inc. 0.16% Add +0.5% 2,838 $253K
Ade, LLC 0.13% Reduce -0.3% 2,836 $253K
Moseley Investment Management Inc. 0.09% Reduce -28.0% 2,832 $252K
Landmark Wealth Management, LLC 0.11% Add +5.3% 2,826 $252K
Allegheny Financial Group 0.06% Add +15.0% 2,817 $251K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -19.8% 2,811 $250K
Brown Brothers Harriman & Co. 0.00% No change 2,810 $250K
StoneX Group Inc. 0.01% New 2,803 $250K
Bensler, LLC 0.03% Add +0.1% 2,799 $249K
Paladin Advisory Group, LLC 0.19% Reduce -0.4% 2,799 $249K
HORAN Wealth, LLC 0.08% — 2,798 $249K
Murphy & Mullick Capital Management Corp 0.20% Reduce -4.7% 2,795 $249K
Latitude Advisors, LLC 0.13% Reduce -1.7% 2,796 $249K
SC&H Financial Advisors, Inc. 0.04% Add +6.0% 2,780 $248K
Calamos Wealth Management LLC 0.01% Add +11.1% 2,767 $246K
Joseph P. Lucia & Associates, LLC 0.10% Add +0.0% 2,754 $245K
RDA Financial Network 0.07% No change 2,738 $244K
Compass Financial Group, INC 0.04% Reduce -2.1% 2,729 $243K
Ledyard National Bank 0.02% No change 2,719 $242K
New England Private Wealth Advisors LLC 0.04% Add +0.1% 2,675 $242K
ETF Store, Inc. 0.28% Add +2.0% 2,714 $242K
Capstone Wealth Management Group LLC 0.17% Add +0.7% 2,696 $240K
Tenret Co LLC 0.13% Reduce -42.8% 2,695 $240K
Gemmer Asset Management LLC 0.02% Add +1.4% 2,693 $240K
Citizens National Bank Trust Department 0.05% No change 2,683 $239K
Center for Financial Planning, Inc. 0.03% No change 2,671 $238K
Cypress Capital Group 0.03% Reduce -6.4% 2,661 $237K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -6.9% 2,661 $237K
Old North State Trust, LLC 0.16% No change 2,645 $236K
MKT Advisors LLC 0.09% New 2,623 $235K
Brickley Wealth Management 0.05% No change 2,630 $234K
Capital Advisory Group Advisory Services, LLC 0.08% Add +1.3% 2,617 $233K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% No change 2,570 $232K
Revisor Wealth Management LLC 0.08% Add +1.2% 2,583 $232K
Horst & Graben Wealth Management LLC 0.04% Add +3.9% 2,590 $231K
TCP Asset Management, LLC 0.05% Reduce -10.1% 2,577 $229K
Kendall Capital Management 0.06% No change 2,570 $229K
Crestwood Advisors Group, LLC 0.00% Reduce -0.6% 2,557 $228K
Moors & Cabot, Inc. 0.01% Reduce -18.4% 2,555 $228K
Trust Point Inc. 0.02% Reduce -1.1% 2,554 $227K
Smith & Howard Wealth Management, LLC 0.06% Reduce -1.2% 2,548 $227K
Disciplina Capital Management LLC 0.03% Reduce -99.1% 2,543 $226K
Morris Financial Concepts, Inc. 0.09% Reduce -29.3% 2,541 $226K
Diversified Trust Co. 0.01% Reduce -31.5% 2,539 $226K
Wood Tarver Financial Group, LLC 0.07% Reduce -5.6% 2,541 $226K
Lee Danner & Bass Inc. 0.02% No change 2,534 $226K
Atlantic Edge Private Wealth Management, LLC 0.06% Reduce -3.3% 2,528 $225K
St Germain D J Co. Inc. 0.01% Add +7.8% 2,527 $225K
Columbia River Financial Group, LLC 0.15% Add +0.9% 2,504 $225K
SouthState Bank Corp 0.01% Reduce -26.1% 2,518 $224K
Lokken Investment Group LLC 0.09% Reduce -17.5% 2,515 $224K
Bryn Mawr Trust Advisors, LLC 0.01% New 2,510 $224K
Traynor Capital Management, Inc. 0.02% New 2,473 $222K
Integrity Alliance, Llc. 0.01% Reduce -27.8% 2,490 $222K
Fort Washington Investment Advisors Inc. 0.00% Reduce -25.5% 2,489 $222K
Oak Asset Management, LLC 0.08% Add +7.6% 2,483 $221K
Auour Investments LLC 0.08% Reduce -5.1% 2,463 $219K
Capital Square, LLC 0.12% Add +0.8% 2,441 $219K
Orin Green Financial, LLC 0.09% No change 2,459 $219K
Strategic Wealth Partners, Ltd. 0.02% — 2,455 $219K
Texas Capital Bank Wealth Management Services Inc 0.02% New 2,455 $219K
Grove Street Fiduciary, LLC 0.11% Reduce -8.3% 2,447 $218K
Cranbrook Wealth Management, LLC 0.05% Reduce -1.5% 2,440 $217K
Panoramic Investment Advisors, LLC 0.13% Add +0.4% 2,434 $217K
Discipline Wealth Solutions, LLC 0.08% New 2,419 $215K
Valley National Advisers Inc. 0.04% No change 2,423 $215K
Von Berge Wealth Management Group, LLC 0.12% Add +0.4% 2,338 $215K
Patten & Patten Inc. 0.01% No change 2,407 $214K
CGC Financial Services, LLC 0.07% No change 2,405 $214K
North Star Asset Management Inc. 0.01% New 2,398 $214K
Ascent Group, LLC 0.01% Reduce -23.1% 2,387 $213K
TOWER TRUST & INVESTMENT Co 0.15% Add +8.1% 2,382 $212K
German American Bancorp, Inc. 0.02% No change 2,364 $211K
FreeGulliver LLC 0.10% Reduce -19.5% 2,363 $210K
Vestia Personal Wealth Advisors 0.14% Add +0.8% 2,363 $210K
Asset Dedication, LLC 0.02% Add +3.5% 2,359 $210K
Sonora Investment Management Group, LLC 0.02% New 2,357 $210K
Everest Private Wealth 0.15% New 2,335 $208K
Jane Street Group, LLC 0.00% Reduce -96.5% 2,332 $208K
BlueStem Wealth Partners, LLC 0.03% Add +1.0% 2,313 $206K
Sellwood Investment Partners LLC 0.10% Reduce -12.7% 2,313 $206K
Advyzon Investment Management, LLC 0.05% New 2,312 $206K
Aviso Wealth Management 0.10% No change 2,307 $205K
Capital Advisors, Ltd. LLC 0.03% No change 2,304 $205K
Lodestone Wealth Management LLC 0.10% Reduce -5.3% 2,297 $205K
Security National Bank of Sioux City Iowa 0.14% Reduce -0.3% 2,284 $203K
Signal Advisors Wealth, LLC 0.02% New 2,283 $203K
Atlanta Consulting Group Advisors, LLC 0.06% No change 2,271 $202K
Beacon Financial Group 0.02% Reduce -13.4% 2,264 $202K
Waterloo Capital, L.P. 0.02% Add +0.3% 2,263 $202K
Romano Brothers and Company 0.02% No change 2,262 $201K
Brown Wealth Management, LLC 0.06% New 2,257 $201K
Jefferies Financial Group Inc. 0.00% No change 2,257 $201K
Chesley Taft & Associates LLC 0.01% No change 2,255 $201K
Fortis Capital Management LLC 0.03% Add +0.9% 2,254 $201K
MGB Wealth Management, LLC 0.07% Add +0.1% 2,227 $198K
Dynamic Wealth Strategies, LLC 0.14% Reduce -2.4% 2,207 $197K
AdvisorNet Financial, Inc 0.01% Add +159.6% 2,201 $196K
Mycio Wealth Partners, LLC 0.05% No change 2,200 $196K
Roehl & Yi Investment Advisors, LLC 0.10% Reduce -3.9% 10,431 $195K
Opal Wealth Advisors, LLC 0.05% Add +14.8% 2,146 $191K
Glassman Wealth Services 0.03% Reduce -6.0% 2,103 $187K
Ballast Advisors LLC 0.05% Add +4.0% 2,081 $185K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 2,000 $178K
Archer Investment Corp 0.04% Add +0.1% 1,910 $170K
LOM Asset Management Ltd 0.06% — 1,897 $169K
FSA Wealth Management LLC 0.06% Add +0.5% 1,948 $166K
Hilltop National Bank 0.04% — 1,862 $166K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -2.9% 1,850 $165K
N.E.W. Advisory Services LLC 0.02% No change 1,795 $160K
Creative Financial Designs Inc. 0.01% Reduce -0.1% 1,704 $152K
LFA - Lugano Financial Advisors SA 0.09% New 1,669 $149K
Hanson & Doremus Investment Management 0.02% Add +1.7% 1,666 $148K
MJT & Associates Financial Advisory Group, Inc. 0.18% Reduce -18.3% 1,637 $146K
Keystone Financial Group, Inc. 0.09% Add +7.0% 1,618 $146K
Deutsche Bank AG 0.00% No change 1,605 $143K
Valued Wealth Advisors LLC 0.07% Reduce -8.7% 1,602 $143K
MCF Advisors LLC 0.01% No change 1,588 $141K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,530 $135K
Oakworth Capital, Inc. 0.01% Reduce -5.1% 1,512 $135K
Armstrong Advisory Group, Inc. 0.01% Reduce -34.7% 1,510 $134K
Accredited Wealth Management, LLC 0.11% No change 1,500 $134K
Pingora Partners LLC 0.10% No change 1,500 $134K
Bare Financial Services, Inc 0.04% No change 1,434 $128K
Cape Investment Advisory, Inc. 0.05% Reduce -34.0% 1,432 $128K
Signaturefd, LLC 0.00% Reduce -6.0% 1,428 $127K
Cedar Mountain Advisors, LLC 0.03% Add +0.3% 1,396 $124K
Capital Investment Advisory Services, LLC 0.01% Add +1.2% 1,383 $123K
Trust Co. of Toledo NA 0.01% New 1,377 $123K
2UniFi Bank 0.07% Reduce -4.9% 1,364 $121K
Moser Wealth Advisors, LLC 0.06% Reduce -32.5% 1,350 $120K
Cullen/Frost Bankers, Inc. 0.00% Add +365.3% 1,340 $119K
Costello Asset Management, INC 0.04% Add +0.3% 1,337 $119K
Marquette Asset Management, LLC 0.02% No change 1,300 $116K
Gallagher Fiduciary Advisors, LLC 0.00% Add +8739.3% 5,717,725 $113K
Urban Financial Advisory Corp 0.06% No change 1,266 $113K
Topsail Wealth Management, LLC 0.02% No change 1,260 $112K
Atwood & Palmer Inc. 0.01% Add +13.1% 1,258 $112K
Elgethun Capital Management 0.02% Reduce -5.2% 1,248 $111K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -15.3% 1,239 $110K
Elequin Capital, LP 0.03% New 1,215 $108K
Granite FO LLC 0.06% No change 1,159 $103K
First Pacific Financial 0.01% New 1,140 $102K
Graney & King, LLC 0.07% Add +0.2% 1,129 $101K
Park Place Capital Corp 0.02% Reduce -1.2% 1,111 $100K
Resources Management Corp. /CT/ 0.01% No change 1,114 $99K
Aspect Partners, LLC 0.05% Add +0.5% 1,099 $98K
Armor Investment Advisors, LLC 0.04% Reduce -0.5% 1,087 $97K
Bellevue Asset Management, LLC 0.05% No change 1,066 $95K
Toth Financial Advisory Corp. 0.01% No change 1,065 $95K
Clearstead Trust, LLC 0.02% Add +53.8% 1,064 $95K
Chapman Financial Group, LLC 0.08% — 1,053 $94K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -6.1% 1,013 $90K
CNB Bank 0.04% Add +36.8% 1,003 $89K
City State Bank 0.03% No change 985 $88K
Howe & Rusling Inc. 0.01% Add +40.3% 982 $87K
Generali Asset Management SPA SGR 0.00% No change 960 $85K
Hurley Capital, LLC 0.06% Reduce -29.7% 914 $81K
Washington Trust Advisors, Inc. 0.01% Reduce -5.4% 869 $77K
Integrity Financial Corp 0.04% Reduce -2.1% 868 $77K
Edmond DE Rothschild Holding S.A. 0.00% No change 850 $76K
Pacifica Partners Inc. 0.03% Reduce -9.7% 852 $75K
Frazier Financial Advisors, LLC 0.05% Add +1.0% 837 $75K
Garland Capital Management Inc. 0.23% Reduce -21.0% 829 $74K
Bogart Wealth, LLC 0.00% Add +25.1% 817 $73K
Fairman Group, LLC 0.06% Reduce -32.5% 814 $72K
Hollencrest Capital Management 0.00% Add +2.7% 805 $72K
Salomon & Ludwin, LLC 0.01% Reduce -1.7% 796 $72K
Realta Investment Advisors 0.03% Reduce -7.0% 795 $71K
Flagship Wealth Advisors, LLC 0.03% No change 786 $70K
Alerus Financial NA 0.01% New 786 $70K
GAMMA Investing LLC 0.00% Add +43.1% 783 $70K
Jackson Hole Capital Partners, LLC 0.01% Reduce -16.9% 733 $65K
Beacon Capital Management, LLC 0.01% Add +0.6% 727 $65K
Standard Family Office LLC 0.07% No change 704 $63K
Aberdeen Wealth Management LLC 0.04% Add +56.2% 684 $61K
Creative Capital Management Investments LLC 0.02% No change 676 $60K
Sittner & Nelson, LLC 0.02% No change 674 $60K
Kings Path Partners LLC 0.02% No change 672 $60K
EPG Wealth Management LLC 0.02% Add +0.5% 669 $60K
Brown, Lisle/Cummings, Inc. 0.02% No change 649 $58K
Rosenberg Matthew Hamilton 0.01% Reduce -37.7% 642 $57K
BankPlus Trust Department 0.02% No change 640 $57K
Qube Research & Technologies Ltd 0.00% Reduce -98.6% 632 $56K
Smallwood Wealth Investment Management, LLC 0.03% No change 630 $56K
Albion Financial Group 0.00% No change 627 $56K
Union Savings Bank 0.02% No change 600 $53K
Main Street Group, LTD 0.02% No change 600 $53K
Vestor Capital, LLC 0.00% Reduce -99.5% 636 $53K
Berkshire Money Management, Inc. 0.01% New 592 $53K
1620 Investment Advisors, Inc. 0.04% Reduce -2.7% 583 $52K
Ameriflex Group, Inc. 0.03% Reduce -89.3% 584 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $51K
Princeton Global Asset Management LLC 0.01% Add +0.5% 572 $51K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Add +223.4% 566 $50K
Rice Partnership, LLC 0.01% No change 551 $49K
MPWM Advisory Solutions, LLC 0.03% No change 538 $48K
Minot DeBlois Advisors LLC 0.04% No change 514 $46K
Stephens Consulting, LLC 0.01% Add +2.0% 511 $46K
ESL Trust Services, LLC 0.01% No change 506 $45K
Teachers Insurance & Annuity Association of America 0.06% No change 504 $45K
CX Institutional 0.00% Add +133.7% 493 $44K
NFSG Corp 0.01% Reduce -35.9% 478 $43K
LGT Financial Advisors LLC 0.11% No change 465 $41K
Boyd Watterson Asset Management LLC 0.01% Reduce -27.1% 462 $41K
Cetera Trust Company, N.A 0.02% No change 450 $40K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.6% 447 $40K
GHP Investment Advisors, Inc. 0.00% No change 439 $39K
Creekmur Asset Management LLC 0.01% Reduce -7.9% 434 $39K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -7.7% 419 $37K
Founders Financial Alliance, LLC 0.01% Reduce -34.9% 406 $36K
Founders Capital Management 0.02% No change 400 $36K
Kathleen S. Wright Associates Inc. 0.01% No change 400 $36K
Caldwell Sutter Capital, Inc. 0.02% Add +6.9% 387 $34K
Roxbury Financial LLC 0.03% Add +1.0% 387 $34K
Richard W. Paul & Associates, LLC 0.01% Reduce -20.4% 382 $34K
Reyes Financial Architecture, Inc. 0.03% Add +405.5% 369 $33K
Pflug Koory, LLC 0.02% Add +0.8% 367 $33K
Barnes Dennig Private Wealth Management LLC 0.04% New 365 $33K
Smartleaf Asset Management LLC 0.00% Reduce -11.5% 355 $31K
Hazlett, Burt & Watson, Inc. 0.01% No change 348 $31K
Rossby Financial, LCC 0.01% Add +44.8% 336 $30K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +21.9% 334 $30K
Quest 10 Wealth Builders, Inc. 0.03% Add +19.8% 333 $30K
Copia Wealth Management 0.02% No change 327 $29K
Tsfg, LLC 0.01% Reduce -74.4% 329 $29K
Cohalo Advisory LLC 2.20% New 323 $29K
Hantz Financial Services, Inc. 0.00% Add +123.6% 313 $28K
Colonial Trust Advisors 0.00% No change 312 $28K
Nemes Rush Group LLC 0.00% Add +1.0% 312 $28K
Golden State Wealth Management, LLC 0.00% Reduce -8.3% 310 $28K
Tidemark, LLC 0.01% No change 310 $28K
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.6% 307 $27K
Cornerstone Planning Group LLC 0.01% Add +1.0% 302 $27K
Rise Advisors, LLC 0.01% Reduce -8.4% 305 $27K
CKW Financial Group 0.00% No change 300 $27K
GW&K Investment Management, LLC 0.00% No change 300 $27K
Adirondack Trust Co. 0.01% No change 300 $27K
Godsey & Gibb, Inc. 0.00% No change 291 $26K
Register Financial Advisors LLC 0.01% No change 291 $26K
Gen-Wealth Partners Inc 0.01% Add +2.5% 289 $26K
Brooklyn Investment Group 0.00% Add +80.6% 289 $26K
SOA Wealth Advisors, LLC. 0.00% Add +23.8% 281 $25K
Missouri Trust & Investment Co 0.01% No change 275 $24K
Tradewinds Capital Management, LLC 0.01% Add +10.5% 273 $24K
Sterling Capital Management LLC 0.00% No change 272 $24K
Promus Capital, LLC 0.02% Add +170.7% 268 $24K
Consultiva Wealth Management, Corp. 0.07% Add +51.4% 265 $24K
GPS Wealth Strategies Group, LLC 0.00% Add +0.4% 264 $23K
Joseph Group Capital Management 0.01% No change 256 $23K
Longview Financial Advisors LLC 0.01% No change 254 $23K
Plante Moran Financial Advisors, LLC 0.00% No change 253 $23K
Legacy Bridge, LLC 0.01% Reduce -14.7% 244 $22K
Evermay Wealth Management LLC 0.00% Reduce -2.4% 243 $22K
High Note Wealth, LLC 0.00% Reduce -35.6% 231 $21K
Twin Peaks Wealth Advisors, LLC 0.01% New 229 $20K
Millstone Evans Group, LLC 0.01% No change 225 $20K
Van Den Berg Management I, Inc. 0.01% No change 222 $20K
Sunbelt Securities, Inc. 0.00% Add +1733.3% 220 $20K
Optimum Investment Advisors 0.01% No change 220 $20K
Park Square Financial Group, LLC 0.01% Reduce -2.7% 219 $20K
Eukles Asset Management 0.01% No change 214 $19K
Islay Capital Management, LLC 0.01% No change 205 $18K
Parvin Asset Management, LLC 0.02% New 202 $18K
MTM Investment Management, LLC 0.01% No change 202 $18K
Crowley Wealth Management, Inc. 0.02% No change 200 $18K
Solstein Capital, LLC 0.01% No change 200 $18K
FWL Investment Management, LLC 0.01% New 200 $18K
Dakota Community Bank & Trust NA 0.08% No change 199 $18K
Townsend Asset Management Corp. /NC/ 0.01% No change 194 $17K
S&T Bank 0.00% No change 175 $16K
Ulland Investment Advisors, LLC 0.01% No change 170 $15K
Fortis Group Advisors, LLC 0.00% No change 167 $15K
Parkworth Wealth Management, Inc. 0.01% No change 167 $15K
Compass Financial Services Inc 0.01% Add +0.6% 161 $14K
Harbor Asset Planning, Inc. 0.01% — 158 $14K
TruNorth Capital Management, LLC 0.00% No change 156 $14K
West Paces Advisors Inc. 0.00% Add +614.3% 150 $13K
Coastline Trust Co 0.00% No change 150 $13K
Atticus Wealth Management, LLC 0.00% New 137 $12K
IMA Advisory Services, Inc. 0.00% No change 136 $12K
Capital Investment Counsel, Inc 0.00% No change 130 $12K
Delta Asset Management LLC 0.00% Add +0.8% 127 $11K
SRH Advisors, LLC 0.00% No change 125 $11K
Hughes Financial Services, LLC 0.00% Reduce -29.7% 123 $11K
Bollard Group LLC 0.00% Add +0.8% 123 $11K
Painted Porch Advisors LLC 0.00% Add +380.0% 120 $11K
Christopher J. Hasenberg, Inc 0.00% No change 117 $10K
Fortitude Family Office, LLC 0.00% Reduce -87.5% 117 $10K
Friedenthal Financial 0.01% No change 106 $9K
Atlas Capital Advisors Inc. 0.00% No change 104 $9K
Traub Capital Management LLC 0.01% — 100 $9K
Kilter Group LLC 0.00% New 98 $9K
Centricity Wealth Management, LLC 0.01% No change 85 $8K
Tower View Wealth Management LLC 0.00% Add +1.2% 84 $7K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -39.1% 78 $7K
Sierra Ocean, LLC 0.01% No change 77 $7K
Silicon Valley Capital Partners 0.00% New 75 $7K
Transce3nd, LLC 0.00% Add +2.8% 73 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 76 $6K
Legacy Investment Solutions, LLC 0.00% — 61 $5K
Legacy Wealth Managment, LLC 0.00% Add +335.7% 61 $5K
Chesapeake Asset Management LLC 0.00% No change 60 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% New 59 $5K
Proathlete Wealth Management LLC 0.00% New 56 $5K
Winthrop Capital Management, LLC 0.00% No change 57 $5K
Robinswood Financial LLC 0.00% Add +1.9% 54 $5K
Concord Wealth Partners 0.00% No change 51 $5K
Innovative Advisory Group, LLC 0.00% Add +6.4% 50 $4K
IAG Wealth Partners, LLC 0.00% No change 50 $4K
GoalVest Advisory LLC 0.00% No change 44 $4K
Northwest Capital Management Inc 0.00% Reduce -68.6% 37 $3K
Ridgewood Investments LLC 0.00% Reduce -30.2% 37 $3K
Financial Gravity Companies, Inc. 0.00% — 34 $3K
Investors Research Corp 0.00% No change 34 $3K
Navigoe, LLC 0.00% Add +94.7% 37 $3K
Coston, McIsaac & Partners 0.00% No change 37 $3K
ORG Partners LLC 0.00% No change 32 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 28 $2K
Allianz Asset Management GmbH 0.00% Reduce -99.8% 25 $2K
Eastern Bank 0.00% Reduce -88.7% 22 $2K
Cheviot Value Management, LLC 0.00% No change 20 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Fairscale Capital, LLC 0.00% No change 18 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 18 $2K
Pineridge Advisors LLC 0.00% Reduce -90.4% 15 $1K
Broadwater Capital Management LLC 0.00% Add +8806.7% 1,336 $1K
SJS Investment Consulting Inc. 0.00% Reduce -98.9% 13 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 11 $980
Mountain Hill Investment Partners Corp. 0.00% No change 11 $965
Activest Wealth Management 0.00% No change 7 $633
Quaker Wealth Management, LLC 0.00% — 7 $624
Hoey Investments, Inc. 0.00% Reduce -50.0% 7 $624
Prudent Man Investment Management, Inc. 0.00% No change 6 $535
Wealth Preservation Advisors, LLC 0.00% No change 6 $534
Luken Investment Analytics, LLC 0.00% New 6 $534
SYM FINANCIAL Corp 0.00% Reduce -28.6% 5 $477
JNBA Financial Advisors 0.00% Reduce -28.6% 5 $409
Addison Advisors LLC 0.00% Add +25.0% 5 $405
Arjuna Capital 0.00% No change 1 $90
Strategic Investment Solutions, Inc. 0.00% No change 1 $63
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.