Vanguard Real Estate ETFVNQETF

13F holders, Q3 2025 (September 30)
1,679holders +6
82new positions
71sold out
7famous investors
$91.36avg. 13F price*

At the end of Q3 2025, 1,679 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 6 from Q2 2025. 82 opened new positions and 71 sold out. The largest holders were Empower Advisory Group, LLC ($1.4B), Creative Planning ($1.2B) and Northwestern Mutual Wealth Management Co. ($1.0B). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions82$94.8M
Exits71$70.1M

All 13F filers, Q2 2025 → Q3 2025: 12,605,451 shares bought and 26,343,162 shares sold, net −13,737,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,679 holders

Empower Advisory Group, LLC 3.81% Add +4.0% 15,016,360 $1.4B
Creative Planning 0.93% Reduce -3.0% 13,258,724 $1.2B
Northwestern Mutual Wealth Management Co. 0.67% Add +8.4% 10,960,194 $1.0B
Bank of America Corp. 0.07% Reduce -0.6% 10,120,931 $925.3M
Morgan Stanley 0.05% Add +0.7% 9,778,335 $893.9M
Wealthfront Advisers LLC 2.01% Add +6.4% 9,343,853 $854.2M
State of New Jersey Common Pension Fund D 2.89% No change 8,598,869 $786.1M
JPMorgan Chase & Co. 0.05% Add +6.2% 8,535,135 $780.3M
US Bancorp \de 0.56% Add +2.5% 5,176,306 $473.2M
Prudential Financial Inc. 0.51% Add +10.0% 4,680,225 $427.9M
Wells Fargo & Company 0.08% Reduce -0.7% 4,322,269 $395.1M
Financial Engines Advisors L.L.C. 0.58% Add +1.0% 3,317,631 $303.3M
Goldman Sachs Group Inc. 0.04% Reduce -26.8% 2,886,217 $263.9M
Bank of New York Mellon Corp 0.04% Reduce -3.3% 2,680,129 $245.0M
State of Tennessee, Department of Treasury 0.73% Add +13.8% 2,401,823 $219.6M
LPL Financial LLC 0.06% Add +6.9% 2,240,274 $204.8M
Envestnet Asset Management Inc. 0.06% Reduce -5.3% 2,179,523 $199.3M
Cetera Investment Advisers 0.22% Add +68.4% 2,035,927 $186.1M
Mariner, LLC 0.24% Add +0.3% 1,991,438 $182.1M
Pure Financial Advisors, LLC 2.89% Add +5.8% 1,985,217 $181.5M
UBS Group AG 0.03% Add +6.9% 1,905,764 $174.2M
Sand Hill Global Advisors, LLC 5.22% Add +89.5% 1,623,190 $148.4M
Manufacturers Life Insurance Company, The 0.12% Reduce -1.4% 1,584,208 $144.8M
Fifth Third Bancorp 0.45% Reduce -2.4% 1,526,134 $139.5M
Ballentine Partners, LLC 1.86% Add +6.4% 1,467,396 $134.1M
BNP Paribas Financial Markets 0.11% Add +39.2% 1,456,589 $133.2M
Royal Bank of Canada 0.02% Add +3.2% 1,449,498 $132.5M
Raymond James Financial Inc. 0.04% Add +3.5% 1,403,546 $128.3M
Vista Capital Partners, Inc. 12.13% Add +2.9% 1,304,029 $119.2M
Gibson Capital, LLC 21.01% Add +0.9% 1,245,704 $113.9M
Caisse de depot et placement du Quebec 0.20% Add +79.8% 1,223,000 $111.8M
PNC Financial Services Group, Inc. 0.07% Reduce -0.8% 1,195,946 $109.3M
Millburn Ridgefield LLC 2.56% No change 1,174,363 $107.4M
Catalyst Capital Advisors LLC 2.17% No change 1,174,363 $107.4M
Corient Private Wealth LP 0.15% Reduce -8.6% 1,015,189 $92.8M
D. E. Shaw & Co. 0.07% Add +50.3% 877,534 $80.2M
Beacon Capital Management, Inc. 3.81% Reduce -12.7% 873,653 $79.9M
Glenmede Investment Management, LP 0.38% Reduce -1.2% 865,398 $79.1M
Healthcare of Ontario Pension Plan Trust Fund 0.14% No change 850,000 $77.7M
Vanderbilt University 12.88% Add +1.0% 848,710 $77.6M
Assetmark, Inc. 0.16% Add +0.4% 835,874 $76.4M
Seven Post Investment Office LP 27.43% Add +0.9% 833,186 $76.2M
Ameriprise Financial Inc. 0.02% Add +17.3% 771,771 $70.6M
Citigroup Inc. 0.05% Reduce -28.6% 759,230 $69.4M
United Capital Financial Advisors, LLC 0.49% Reduce -5.2% 748,428 $68.4M
HighTower Advisors, LLC 0.08% Add +1.8% 745,685 $68.2M
Commonwealth Equity Services, LLC 0.08% Reduce -4.2% 716,191 $65.5M
Pathstone Holdings, LLC 0.24% Reduce -17.1% 695,489 $63.6M
Stifel Financial Corp. 0.06% Add +3.3% 679,222 $62.1M
1832 Asset Management L.P. 0.10% Add +4.8% 659,938 $60.3M
Osaic Holdings, Inc. 0.08% Add +41.0% 651,374 $59.7M
Midwest Trust Co 0.73% Add +2.6% 612,214 $56.0M
Cerity Partners LLC 0.09% Reduce -0.2% 603,729 $55.2M
First Command Advisory Services, Inc. 0.39% Add +1.6% 590,083 $53.9M
Efficient Advisors, LLC 3.04% Add +6.8% 589,426 $53.9M
Rebalance, LLC 3.21% Add +2.5% 582,765 $53.3M
Steward Partners Investment Advisory, LLC 0.28% Add +284.4% 539,743 $49.3M
Citizens Financial Group Inc. 0.62% Reduce -1.6% 498,828 $45.6M
Sumitomo Life Insurance Co. 1.42% Add +91.3% 498,771 $45.6M
Capital Investment Advisors, LLC 0.74% Add +6.5% 491,343 $44.9M
Rockefeller Capital Management L.P. 0.09% Add +0.8% 485,410 $44.4M
Glenview Trust Co 0.70% Add +9.2% 484,375 $44.3M
Wealthspire Advisors, LLC 0.23% Reduce -3.4% 478,140 $43.7M
Osborne Partners Capital Management, LLC 2.11% Add +5.0% 454,308 $41.5M
Moneta Group Investment Advisors LLC 0.32% Reduce -1.0% 441,915 $40.4M
Peapack Gladstone Financial Corp. 0.52% Add +2.8% 437,893 $40.0M
Passive Capital Management, LLC. 12.94% Reduce -13.2% 433,900 $39.7M
SCS Capital Management LLC 0.43% Reduce -2.7% 428,066 $39.1M
M&T Bank Corp 0.13% Add +1.5% 407,623 $37.3M
Mercer Global Advisors Inc. 0.06% Add +5.6% 405,046 $37.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.74% Add +3.9% 402,241 $36.8M
Chandler Asset Management, Inc. 5.96% Add +4.6% 397,448 $36.3M
Sequoia Financial Advisors, LLC 0.21% Reduce -2.0% 384,821 $35.2M
Baird Financial Group, Inc. 0.06% Add +16.4% 376,697 $34.4M
Falcon Wealth Planning 3.07% Add +10.2% 372,913 $34.1M
Evergreen Capital Management LLC 0.81% Add +3.4% 372,585 $34.1M
State Street Corp. 0.00% Reduce -77.2% 362,823 $33.2M
Prime Capital Investment Advisors, LLC 0.41% Reduce -2.5% 359,940 $32.9M
Garde Capital, Inc. 1.65% Add +3.6% 357,980 $32.7M
Focus Partners Wealth 0.05% Reduce -2.8% 328,836 $30.1M
Comprehensive Financial Management LLC 0.83% No change 328,338 $30.0M
Conservest Capital Advisors, Inc. 2.73% Reduce -1.1% 322,298 $29.5M
Becker Capital Management Inc. 0.85% Add +1.4% 319,685 $29.2M
MassMutual Private Wealth & Trust, FSB 0.74% Add +3.4% 316,240 $28.9M
HHM Wealth Advisors, LLC 3.23% Add +6.8% 304,991 $27.9M
Kwmg, LLC 2.41% Reduce -7.8% 300,356 $27.5M
Hudson Bay Capital Management LP 0.19% New 300,000 $27.4M
Comerica Bank 0.10% Add +1.5% 290,409 $26.5M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -2.4% 286,472 $25.8M
PGIM Custom Harvest LLC 0.38% Add +0.9% 278,350 $25.4M
Foster & Motley Inc. 1.34% Add +5.5% 272,352 $24.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +9.3% 272,275 $24.9M
FMR LLC 0.00% Add +1.8% 268,261 $24.5M
Principal Financial Group Inc. 0.01% Reduce -13.2% 268,001 $24.5M
Community Trust & Investment Co. 1.29% Add +4.8% 262,406 $24.0M
Sei Investments Co. 0.03% Add +99.1% 259,361 $23.7M
Nuveen, LLC 0.01% Add +63.5% 259,361 $23.7M
Whelan Financial 7.51% Add +1.8% 259,150 $23.7M
Cypress Financial Planning LLC 7.27% Add +3.4% 259,011 $23.7M
Omega Financial Group, LLC 7.72% Add +2.6% 250,941 $22.9M
Kohmann Bosshard Financial Services, LLC 2.35% Add +2.8% 249,550 $22.8M
Captrust Financial Advisors 0.05% Reduce -6.5% 249,066 $22.8M
JMG Financial Group, Ltd. 0.64% Reduce -1.2% 247,012 $22.6M
Presilium Private Wealth, LLC 4.26% Add +6.4% 245,637 $22.5M
MAI Capital Management 0.14% Add +32.6% 244,232 $22.3M
Focus Partners Advisor Solutions, LLC 0.25% Add +27.8% 245,018 $22.2M
Sage Financial Group Inc. 1.48% Add +13.7% 237,954 $21.8M
DecisionPoint Financial, LLC 5.01% Add +12.7% 234,548 $21.5M
Exchange Traded Concepts, LLC 0.20% Reduce -12.6% 233,653 $21.4M
Patriot Investment Management Group, Inc. 1.39% Add +2.9% 233,650 $21.4M
Neuberger Berman Group LLC 0.02% Add +10.1% 233,437 $21.3M
Strategic Wealth Investment Group, LLC 1.77% Add +2864.2% 230,344 $21.1M
Rodgers & Associates, LTD 2.11% Add +3.6% 223,386 $20.4M
Valmark Advisers, Inc. 0.26% Add +1.4% 222,528 $20.3M
McIlrath & Eck, LLC 2.09% Add +5.0% 220,981 $20.2M
Moller Wealth Partners 4.19% Add +1.5% 219,565 $20.1M
First Financial Bankshares Inc 0.41% Add +3.2% 216,099 $19.8M
Roble, Belko & Company, Inc 2.67% Add +6.9% 215,796 $19.7M
Austin Asset Management Co Inc 3.76% Add +3.6% 215,761 $19.7M
Fairfield University 9.58% Add +1.0% 211,566 $19.3M
B & T Capital Management DBA Alpha Capital Management 2.96% Add +1.4% 204,430 $18.7M
Tanglewood Wealth Management, Inc. 1.73% Add +0.8% 203,118 $18.6M
CreativeOne Wealth, LLC 0.42% Add +1.0% 190,370 $17.4M
Define Financial, LLC 10.35% Add +2.6% 188,606 $17.2M
Tectonic Advisors LLC 0.92% Add +3.3% 184,089 $16.8M
Bailard, Inc. 0.37% Add +19.8% 184,063 $16.8M
Wrenne Financial Planning LLC 7.18% Add +9.3% 183,663 $16.8M
Sachem Hill LLC 3.35% Reduce -4.2% 183,346 $16.8M
SWAN Capital LLC 6.79% Add +17.9% 183,162 $16.7M
Rockwood Wealth Management, LLC 1.33% Reduce -6.7% 182,436 $16.7M
TCV Trust & Wealth Management, Inc. 1.39% Add +0.9% 181,722 $16.6M
Pacific Capital Wealth Advisors, Inc. 2.84% Reduce -19.7% 179,695 $16.4M
Pacific Center for Financial Services 4.11% Add +1.1% 176,087 $16.1M
Firestone Capital Management 3.46% Add +3.2% 174,978 $16.0M
Cambridge Capital Management, LLC 7.34% Add +5.2% 167,425 $15.3M
Wealthcare Advisory Partners LLC 0.32% Add +1.1% 167,211 $15.3M
Private Wealth Asset Management, LLC 1.79% Add +0.1% 166,044 $15.2M
Awm Capital, LLC 1.38% Reduce -5.6% 166,029 $15.2M
Trilogy Capital Inc. 0.70% Reduce -17.5% 165,472 $15.1M
West Financial Advisors, LLC 2.48% Add +918.9% 163,903 $15.0M
Gould Asset Management LLC 2.74% Add +3.9% 161,662 $14.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -5.7% 159,807 $14.6M
Lido Advisors, LLC 0.06% Reduce -15.3% 157,139 $14.4M
Ashton Thomas Private Wealth, LLC 0.37% Add +39.3% 156,926 $14.3M
Bluestem Financial Advisors, LLC 5.57% Add +5.7% 155,579 $14.2M
Partners in Financial Planning 2.46% Add +1.3% 155,388 $14.2M
Greenwood Gearhart LLC 0.81% Add +2.1% 153,659 $14.0M
Brown Advisory Inc. 0.02% Add +0.1% 153,531 $14.0M
Commerce Bank 0.08% Reduce -3.2% 153,282 $14.0M
LRI Investments, LLC 1.14% Reduce -0.3% 152,780 $14.0M
Ameritas Investment Partners, Inc. 0.42% Add +5.3% 150,318 $13.7M
Fort Henry Capital, LLC 8.62% Add +2.4% 148,483 $13.6M
Tiaa Trust, National Association 0.03% Reduce -0.1% 146,705 $13.4M
Blair William & Co. 0.04% Reduce -6.5% 146,504 $13.4M
Avion Wealth 2.83% Reduce -0.0% 144,511 $13.2M
Alliancebernstein L.P. 0.00% Add +1.8% 141,873 $13.0M
Partners Capital Investment Group, LLP 0.52% Add +2.2% 141,786 $13.0M
MML Investors Services, LLC 0.03% Reduce -9.9% 141,275 $12.9M
Financial Advisory Corp 1.87% Add +3.8% 138,823 $12.7M
Hurlow Wealth Management Group, Inc. 3.28% Add +3.3% 138,480 $12.7M
Private Advisor Group, LLC 0.06% Add +1.7% 137,330 $12.6M
Farther Finance Advisors, LLC 0.19% Reduce -13.6% 135,442 $12.4M
Grove Bank & Trust 1.43% Add +8.1% 133,911 $12.2M
New Hampshire Trust 2.36% Add +3.8% 133,415 $12.2M
Johnson Financial Group, LLC 1.11% Add +3.5% 133,175 $12.2M
Truist Financial Corp. 0.02% Reduce -1.1% 133,110 $12.2M
Exencial Wealth Advisors, LLC 0.40% Add +0.8% 132,578 $12.1M
GenTrust, LLC 0.55% Add +6.5% 132,132 $12.1M
BCR Wealth Strategies, LLC 4.22% Add +5.9% 131,346 $12.0M
Somnio Financial Group, LLC 8.05% Add +3.5% 129,944 $11.9M
JDM Financial Group LLC 4.97% Add +86.5% 131,377 $11.9M
Allodium Investment Consultants, LLC 6.61% Add +5.2% 128,022 $11.7M
Nwam LLC 0.63% Add +2.0% 127,613 $11.7M
Van Eck Associates Corp. 0.01% Reduce -5.6% 127,193 $11.6M
Wela Strategies, Inc. 4.37% Add +6.0% 126,162 $11.5M
Plancorp, LLC 0.36% Add +0.9% 126,036 $11.5M
Vestor Capital, LLC 0.73% Add +19405.5% 124,055 $11.3M
Johnson Financial Group, Inc. 0.43% Reduce -2.2% 123,966 $11.3M
Bank of Montreal 0.00% Reduce -6.2% 123,887 $11.3M
Navalign, LLC 2.98% Add +3.3% 123,484 $11.3M
Cordant, Inc. 5.09% Add +6.6% 123,432 $11.3M
Wealth Alliance, LLC 1.15% Add +61.4% 122,004 $11.2M
Galvin, Gaustad & Stein, LLC 0.91% Add +4.0% 121,380 $11.1M
Northern Trust Corp. 0.00% Reduce -6.3% 120,624 $11.0M
Northeast Financial Group, Inc. 2.73% Add +159.5% 120,006 $11.0M
FC Advisory LLC 3.18% Add +2.0% 118,747 $10.9M
Modera Wealth Management, LLC 0.12% Reduce -0.3% 117,675 $10.8M
Peterson Wealth Advisors, LLC 1.60% Add +14.9% 118,582 $10.7M
Horizons Wealth Management 7.18% Add +2.1% 114,432 $10.5M
Beacon Pointe Advisors, LLC 0.09% Add +14.0% 113,276 $10.4M
TrueWealth Financial Partners 5.28% Reduce -20.9% 113,187 $10.3M
Asset Management One Co., Ltd. 0.03% New 112,610 $10.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% No change 112,470 $10.3M
Phillips Financial Management, LLC 0.68% Reduce -4.7% 112,418 $10.3M
Magnolia Wealth Management, LLC 6.35% Add +1.9% 112,268 $10.3M
Adaptive Financial Consulting, LLC 4.09% Add +2.7% 112,041 $10.2M
Riverpoint Wealth Management Holdings, LLC 2.23% Add +1.1% 110,877 $10.1M
Avior Wealth Management, LLC 0.33% Add +0.7% 110,693 $10.1M
Man Group plc 0.02% Add +290.8% 108,002 $9.9M
Flagstone Financial Management 2.59% Add +5.5% 107,483 $9.8M
BlackRock, Inc. 0.00% Add +7.6% 105,150 $9.6M
Kestra Advisory Services, LLC 0.04% Reduce -24.7% 105,009 $9.6M
Parallel Advisors, LLC 0.18% Add +1.9% 104,661 $9.6M
Mission Wealth Management, LP 0.19% Reduce -3.8% 103,987 $9.5M
Cardiff Park Advisors, LLC 0.73% Reduce -0.9% 103,304 $9.4M
Rathbones Group PLC 0.04% Reduce -16.3% 102,982 $9.4M
Checchi Capital Advisers, LLC 0.65% Add +13.4% 102,896 $9.4M
Ancora Advisors LLC 0.19% Reduce -1.1% 101,301 $9.3M
Archvest Wealth Advisors, Inc. 8.21% Add +6.7% 100,750 $9.2M
Daiwa Securities Group Inc. 0.03% Reduce -29.7% 100,300 $9.2M
Bokf, NA 0.14% Reduce -1.8% 100,169 $9.2M
Bear Mountain Capital, Inc. 3.06% Add +3.5% 99,381 $9.1M
Victory Capital Management Inc. 0.01% No change 99,002 $9.1M
Dai-ichi Life Holdings, Inc. 8.61% Add +52.6% 98,047 $8.9M
Connecticut Wealth Management, LLC 0.40% Reduce -9.8% 97,606 $8.9M
Ted Buchan & Co 3.45% Reduce -4.5% 96,218 $8.8M
Atmos Advisory, LLC 5.35% Add +1.7% 96,103 $8.8M
Stratos Wealth Partners, LTD. 0.10% Reduce -2.9% 95,964 $8.8M
KCM Investment Advisors LLC 0.28% Reduce -2.1% 94,965 $8.7M
PACK Private Wealth, LLC 4.08% Add +3.3% 94,737 $8.7M
Cambridge Associates LLC /Ma/ 0.16% Add +50.3% 94,533 $8.6M
Industrial Alliance Investment Management Inc. 5.20% No change 94,190 $8.6M
NewEdge Advisors, LLC 0.04% Add +5.3% 94,091 $8.6M
Evoke Wealth, LLC 0.18% Add +7.0% 93,524 $8.5M
Grey Fox Wealth Advisors, LLC 1.71% Add +8.1% 91,720 $8.4M
LBMC Investment Advisors, LLC 0.53% Add +0.7% 90,830 $8.3M
Krilogy Financial LLC 0.31% Add +28.1% 92,327 $8.2M
Stephens Inc. 0.10% Add +0.8% 88,869 $8.1M
Kingsview Wealth Management, LLC 0.12% Add +9.4% 88,352 $8.1M
Prairiewood Capital, LLC 2.65% Add +11.4% 87,340 $8.0M
Fairway Wealth LLC 2.24% Add +5.3% 218,200 $8.0M
Janney Montgomery Scott LLC 0.02% Reduce -14.4% 87,200 $8.0M
Gray Private Wealth, LLC 4.02% Add +1.5% 87,153 $8.0M
Associated Banc-Corp 0.21% Reduce -5.0% 86,472 $7.9M
Brookstone Capital Management 0.09% Add +0.3% 86,373 $7.9M
Tide Cove Capital Partners LLC 6.05% Add +1.0% 88,171 $7.9M
Cwm, LLC 0.02% Add +12.2% 83,793 $7.7M
HSBC Holdings PLC 0.00% Reduce -4.1% 83,765 $7.7M
Employees' Retirement Fund of the City of Fort Worth 3.55% New 83,000 $7.6M
Drystone LLC 6.82% Reduce -0.5% 82,851 $7.6M
Heritage Wealth Management, Inc./Texas 3.29% Add +2.1% 81,556 $7.5M
Silver Coast Investments LLC 2.54% Add +3.4% 81,027 $7.4M
Modern Wealth Management, LLC 0.15% Reduce -1.8% 80,953 $7.4M
Empowered Funds, LLC 0.07% Add +11.6% 80,150 $7.3M
Harbor Investment Advisory, LLC 0.60% Add +4.6% 79,867 $7.3M
Old Second National Bank of Aurora 1.50% Reduce -31.9% 79,632 $7.3M
Ariston Services Group 4.38% Add +3.9% 79,492 $7.3M
Chilton Capital Management LLC 0.24% Reduce -5.1% 79,468 $7.3M
Betterment LLC 0.01% Reduce -3.5% 79,238 $7.2M
David Kennon Inc 2.59% Reduce -0.7% 78,733 $7.2M
Fonville Wealth Management LLC 1.62% Add +3.1% 78,524 $7.2M
United Bank 0.85% Reduce -1.7% 77,784 $7.1M
Kanawha Capital Management LLC 0.49% Add +1.5% 77,757 $7.1M
Country Trust Bank 0.16% Add +1.7% 77,570 $7.1M
WestHill Financial Advisors, Inc. 1.38% Add +6.6% 77,092 $7.0M
Allworth Financial LP 0.03% Reduce -0.1% 77,058 $7.0M
Sone Capital Management, LLC 0.59% New 76,572 $7.0M
Cambridge Advisors Inc. 1.37% Add +4.8% 76,505 $7.0M
Bayshore Asset Management, LLC 2.99% Add +2.6% 76,350 $7.0M
Arkadios Wealth Advisors 0.17% Add +31.9% 76,101 $7.0M
Aprio Wealth Management, LLC 0.69% New 75,529 $6.9M
Diversified Portfolios, Inc. 0.61% Reduce -7.8% 75,517 $6.9M
Campion Asset Management 4.90% Reduce -0.9% 75,459 $6.9M
Fairview Capital Investment Management, LLC 0.35% Add +1.4% 74,764 $6.8M
Silver Oak Advisory Group, Inc. 3.09% Add +4.0% 74,696 $6.8M
Willow Creek Wealth Management Inc. 0.56% Add +3.1% 74,034 $6.8M
Tower Research Capital LLC (TRC) 0.18% Add +510.1% 73,117 $6.7M
First National Corp. /Ma/ 1.27% Reduce -0.0% 72,915 $6.7M
Financial Advisors Network, Inc. 0.93% Add +0.2% 71,959 $6.6M
My Personal CFO, LLC 2.55% Add +111.9% 71,956 $6.6M
Foundation Wealth Management, LLC\PA 2.55% Reduce -30.9% 71,956 $6.6M
Verdence Capital Advisors LLC 0.38% Add +39.7% 70,373 $6.5M
Capital Advisors Wealth Management, LLC 0.93% Add +3.1% 71,229 $6.5M
Latigo Investments, LLC 3.27% No change 70,972 $6.5M
Northwest Quadrant Wealth Management, LLC 1.36% Add +5.5% 70,478 $6.4M
American Investment Services, Inc. 1.55% Add +1.2% 70,411 $6.4M
Hardy Reed LLC 0.47% Reduce -0.3% 70,334 $6.4M
Cerity Partners OCIO LLC 0.33% No change 70,269 $6.4M
Cliffwater LLC 1.35% No change 69,923 $6.4M
Freestone Capital Holdings, LLC 0.20% Reduce -5.1% 69,565 $6.4M
Franklin Resources Inc. 0.00% Reduce -6.2% 69,242 $6.3M
Integrated Wealth Concepts LLC 0.06% Add +6.3% 69,214 $6.3M
Jane Street Group, LLC 0.01% Add +2867.6% 69,204 $6.3M
HB Wealth Management, LLC 0.04% Add +212.7% 68,990 $6.3M
Coldstream Capital Management Inc. 0.08% Add +4.1% 68,946 $6.3M
WealthCollab, LLC 2.90% Add +13.2% 68,841 $6.3M
Bard Associates Inc. 1.67% Add +1761.3% 68,479 $6.3M
Rainwater Charitable Foundation 3.92% No change 68,428 $6.3M
Merit Financial Group, LLC 0.06% Add +24.9% 68,407 $6.3M
Cohen & Steers, Inc. 0.01% Add +68.2% 68,413 $6.3M
SG Americas Securities, LLC 0.02% Add +15.7% 68,245 $6.2M
Total Wealth Planning, LLC 0.71% Reduce -0.4% 67,310 $6.2M
Aletheian Wealth Advisors LLC 2.84% Add +4.0% 66,807 $6.1M
WESCAP Management Group, Inc. 1.28% Add +18.7% 66,763 $6.1M
Elm Partners Management LLC 0.30% Add +6.6% 66,243 $6.1M
Natixis Advisors, LLC 0.01% Reduce -1.8% 66,126 $6.0M
Regal Investment Advisors LLC 0.39% Add +0.9% 66,089 $6.0M
Financial Futures Ltd Liability Co. 2.93% Reduce -17.0% 66,015 $6.0M
Idaho Trust Co 2.01% Add +2.8% 65,199 $6.0M
Moran Wealth Management, LLC 0.18% Reduce -1.4% 64,899 $5.9M
Americana Partners, LLC 0.18% Add +142.1% 64,856 $5.9M
Pinnacle Financial Partners Inc 0.14% Reduce -1.5% 64,718 $5.9M
LMG Wealth Partners, LLC 1.10% Add +0.4% 64,658 $5.9M
LPWM LLC 1.57% Add +2.3% 64,438 $5.9M
Fiduciary Trust Co 0.07% Reduce -5.5% 64,222 $5.9M
Chicago Partners Investment Group LLC 0.15% Reduce -9.5% 64,609 $5.9M
Neumann Capital Management, LLC 1.71% Reduce -0.4% 63,794 $5.8M
Waverly Advisors, LLC 0.06% Reduce -0.8% 63,262 $5.8M
Allie Family Office LLC 2.70% Reduce -16.0% 62,246 $5.7M
Common Fund for Nonprofit Organizations 0.49% Reduce -68.3% 62,066 $5.7M
Financial Alternatives, Inc 3.42% Add +1.6% 61,861 $5.7M
PDS Planning, Inc 0.39% Reduce -0.9% 61,629 $5.6M
White Lighthouse Investment Management Inc. 0.85% Reduce -7.7% 61,244 $5.6M
BlueSky Wealth Advisors, LLC 0.75% Reduce -3.4% 61,060 $5.6M
Nalls Sherbakoff Group, LLC 3.75% Reduce -3.6% 60,766 $5.6M
JFG Wealth Management, LLC 1.09% Add +2.5% 60,709 $5.6M
Red Wave Investments LLC 1.69% Add +0.8% 60,228 $5.5M
Hancock Whitney Corp. 0.10% Add +27.4% 60,033 $5.5M
Marathon Strategic Advisors, LLC 4.38% Add +27.1% 59,842 $5.5M
CIBC Private Wealth Group LLC 0.01% Add +2.9% 59,799 $5.5M
Baron Financial Group, LLC 2.97% Add +1.1% 59,239 $5.4M
United Financial Planning Group LLC 3.40% — 59,145 $5.4M
Whittier Trust Co. 0.06% Reduce -6.9% 58,970 $5.4M
Clearstead Advisors, LLC 0.08% Reduce -0.5% 58,620 $5.4M
IFG Advisors, LLC 0.86% Add +15.5% 57,760 $5.3M
Rakuten Investment Management, Inc. 0.02% — 56,817 $5.2M
Traveka Wealth, LLC 2.31% Reduce -2.9% 56,565 $5.2M
VeraBank, N.A. 0.96% Add +5.4% 56,312 $5.1M
Oppenheimer & Co. Inc. 0.06% Reduce -27.0% 56,228 $5.1M
Human Investing LLC 0.76% Add +5.5% 55,958 $5.1M
Crewe Advisors LLC 0.49% Reduce -0.7% 55,951 $5.1M
Unconventional Investor, LLC 2.56% Add +2.9% 55,833 $5.1M
AA Financial Advisors, LLC 1.00% Add +0.6% 55,602 $5.1M
Klingman & Associates, LLC 0.26% Add +1.9% 55,445 $5.1M
Sanctuary Advisors, LLC 0.03% Reduce -3.2% 55,297 $5.1M
Cassaday & Co Wealth Management LLC 0.12% Reduce -0.8% 54,789 $5.0M
Simplex Trading, LLC 0.11% Add +103.5% 54,486 $5.0M
Advisory Services Network, LLC 0.07% Reduce -1.9% 54,482 $5.0M
REDW Wealth LLC 1.87% Reduce -15.3% 54,209 $5.0M
Park National Corp. 0.15% Reduce -6.1% 54,208 $5.0M
Balanced Wealth Group LLC 2.17% Add +0.8% 55,171 $4.9M
Monograph Wealth Advisors, LLC 0.49% Add +6.4% 53,044 $4.8M
Everhart Financial Group, Inc. 0.48% Add +6.9% 52,768 $4.8M
Millennium Management 0.00% New 52,543 $4.8M
Marotta Asset Management 0.90% Add +5.6% 52,167 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -39.4% 52,095 $4.8M
One Day In July LLC 0.40% Reduce -14.1% 52,010 $4.8M
Pine Ridge Advisers LLC 0.32% Add +1.0% 51,167 $4.7M
MBL Wealth, LLC 0.41% Reduce -6.3% 51,133 $4.7M
Cherry Tree Wealth Management, LLC 1.02% Add +1.4% 50,885 $4.7M
Dodds Wealth, LLC 1.15% Add +5.7% 50,857 $4.6M
Stratos Wealth Advisors, LLC 0.22% Add +16.1% 50,355 $4.6M
Note Advisors, LLC 2.74% Add +14.6% 50,347 $4.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.88% Add +0.1% 50,302 $4.6M
Savant Capital, LLC 0.03% Add +16.0% 49,724 $4.5M
TFO Wealth Partners, LLC 0.73% Add +12.9% 49,187 $4.5M
Evanson Asset Management, LLC 0.25% Reduce -3.0% 49,158 $4.5M
Biltmore Family Office, LLC 0.64% Add +3.9% 48,972 $4.5M
Zeit Capital LLC 3.02% Reduce -0.2% 48,551 $4.4M
GTS Securities LLC 0.17% Add +12.6% 48,531 $4.4M
Forefront Wealth Partners, LLC 1.11% New 48,097 $4.4M
Black Diamond Financial, LLC 0.49% Add +21.0% 47,565 $4.3M
Leeward Financial Partners, LLC 1.23% Add +8.9% 47,124 $4.3M
Zhang Financial LLC 0.17% Reduce -12.7% 47,122 $4.3M
CMH Wealth Management LLC 0.92% Reduce -0.5% 46,998 $4.3M
LifeGuide Financial Advisors, LLC 1.58% No change 47,882 $4.3M
Cresset Asset Management, LLC 0.02% Add +0.1% 46,468 $4.2M
Disciplined Investments, LLC 1.69% Reduce -1.4% 46,461 $4.2M
Alhambra Investment Management LLC 2.01% Add +2.0% 46,198 $4.2M
Patton Fund Management, Inc. 0.75% Add +33.2% 45,749 $4.2M
Waller Financial Planning Group, Inc. 0.95% Add +0.8% 45,374 $4.1M
Country Club Bank 0.25% Reduce -0.8% 45,546 $4.1M
Choreo, LLC 0.05% Reduce -0.1% 45,297 $4.1M
Renaissance Technologies 0.01% Add +1185.7% 45,000 $4.1M
Legacy Financial Group, Inc. 1.13% Reduce -1.3% 44,936 $4.1M
Payne Capital Management, LLC 1.31% Add +20.6% 44,645 $4.1M
Warwick Investment Management, Inc. 0.70% Add +0.0% 44,314 $4.1M
Whitegate Investment Counselors, Inc. 1.33% Reduce -3.7% 44,243 $4.0M
ARK & TLK Investments, LLC 1.28% Add +1.6% 44,119 $4.0M
Factor Wealth Management LTD 1.00% Add +3.0% 43,852 $4.0M
BOS Asset Management, LLC 1.13% Add +8.0% 43,748 $4.0M
Kagan Cocozza Asset Management 3.02% Add +5.1% 43,655 $4.0M
Wolff Wiese Magana LLC 2.25% Reduce -0.5% 43,530 $4.0M
Jones Financial Companies LLLP 0.00% Add +13.0% 43,687 $4.0M
Cherrydale Wealth Management, LLC 1.24% Reduce -3.7% 43,029 $3.9M
Geneos Wealth Management Inc. 0.10% Reduce -3.9% 42,849 $3.9M
FIDELIS iM, LLC 2.43% Reduce -53.1% 38,409 $3.9M
Manchester Capital Management LLC 0.52% Reduce -23.6% 42,242 $3.9M
MFA Wealth Services 2.64% Add +4.0% 41,899 $3.8M
Canandaigua National Bank & Trust Co. 0.34% Reduce -3.6% 41,890 $3.8M
Running Point Capital Advisors, LLC 1.02% Reduce -0.5% 41,666 $3.8M
Mgo One Seven LLC 0.09% Add +10.8% 41,494 $3.8M
SMART Wealth LLC 1.43% Add +24.0% 41,419 $3.8M
Matrix Trust Co 0.59% Add +7.5% 41,414 $3.8M
Proffitt & Goodson Inc. 0.54% Reduce -0.9% 41,069 $3.8M
Abound Wealth Management 0.93% Reduce -0.3% 40,598 $3.7M
Conning Inc. 0.13% No change 40,350 $3.7M
Voya Financial Advisors, Inc. 0.36% Add +40.1% 40,446 $3.7M
Prudent Man Advisors, LLC 1.35% Add +2.4% 40,073 $3.7M
Independent Financial Group, LLC 0.09% Add +3.6% 39,977 $3.7M
Sigma Planning Corp 0.10% Add +0.8% 39,966 $3.7M
Summit Financial, LLC 0.06% Add +3.5% 39,605 $3.6M
Retirement Planning Group, LLC 0.13% Reduce -1.8% 39,521 $3.6M
Frisco Financial Planning LLC 3.02% Add +4.3% 38,754 $3.5M
Tradition Wealth Management, LLC 0.26% Add +0.3% 38,525 $3.5M
Richmond Brothers, Inc. 2.22% Reduce -0.9% 38,458 $3.5M
BTG Pactual Asset Management US LLC 0.41% Reduce -4.1% 39,163 $3.5M
Global Endowment Management, LP 0.43% No change 38,000 $3.5M
Compass Ion Advisors, LLC 0.33% Reduce -1.6% 37,941 $3.5M
Elevate Wealth Advisory, Inc. 2.51% Reduce -0.8% 37,768 $3.5M
Intergy Private Wealth, LLC 1.08% Add +5.9% 37,649 $3.4M
Sterling Wealth Management, Inc. 1.04% Reduce -10.4% 37,498 $3.4M
Family Wealth Partners, LLC 1.28% Add +17.0% 37,433 $3.4M
Frontier Asset Management, LLC 0.85% Add +11.8% 37,400 $3.4M
FDx Advisors, Inc. 1.02% Add +67.2% 38,295 $3.4M
Soltis Investment Advisors LLC 0.24% Add +10.0% 37,238 $3.4M
Impact Partnership Wealth, LLC 0.51% Add +15.1% 37,199 $3.4M
Aspen Investment Management Inc 1.31% Add +2.0% 37,180 $3.4M
CENTRAL TRUST Co 0.07% Add +56.4% 37,174 $3.4M
Aspiriant, LLC 0.10% Add +0.3% 37,118 $3.4M
First Foundation Advisors 0.13% Add +1.4% 37,071 $3.4M
&partners 0.02% Add +26.0% 37,116 $3.4M
Farmers & Merchants Investments Inc. 0.10% Reduce -5.4% 36,705 $3.4M
J.W. Cole Advisors, Inc. 0.06% Reduce -5.4% 36,693 $3.4M
Fort Point Capital Partners LLC 0.42% Reduce -0.7% 36,274 $3.3M
Encompass Wealth Advisors, LLC 1.13% Add +1.8% 36,260 $3.3M
Waldron Private Wealth LLC 0.13% Reduce -0.3% 36,226 $3.3M
One Degree Advisors Inc 1.01% Add +246.8% 36,077 $3.3M
RTD Financial Advisors, Inc. 0.40% Reduce -31.8% 35,965 $3.3M
Blueprint Investment Partners LLC 0.46% Add +6.6% 35,900 $3.3M
RFG Advisory, LLC 0.07% Add +20.1% 35,883 $3.3M
Wedmont Private Capital 0.12% Add +5.9% 36,300 $3.3M
Tillman Hartley LLC 0.85% Reduce -12.2% 35,782 $3.3M
Cascade Financial Partners, LLC 0.37% Reduce -2.4% 35,760 $3.3M
Wedbush Securities Inc. 0.11% Reduce -9.6% 35,747 $3.3M
Blueprint Financial Advisors LLC 0.71% Add +16.6% 35,690 $3.3M
Legacies Wealth LLC 2.10% Add +2.9% 35,685 $3.3M
Lodestar Private Asset Management LLC 0.34% Add +8.6% 35,608 $3.3M
Juncture Wealth Strategies, LLC 1.09% Add +0.7% 35,602 $3.3M
Asset Management Group, Inc. 0.53% Reduce -10.3% 35,458 $3.2M
Websterrogers Financial Advisors, LLC 0.97% Add +2.1% 35,373 $3.2M
Liberty Capital Management, Inc. 0.60% Add +8.3% 35,154 $3.2M
Webster Bank, N. A. 0.31% Add +270.9% 35,079 $3.2M
World Investment Advisors 0.07% Add +0.2% 34,936 $3.2M
Brighton Jones LLC 0.08% Add +12.2% 34,933 $3.2M
Texas Yale Capital Corp. 0.10% Add +2.3% 34,568 $3.2M
Ashford Capital Management Inc. 0.35% Reduce -25.8% 34,252 $3.1M
ArchPoint Investors 0.86% No change 34,136 $3.1M
Frank, Rimerman Advisors LLC 0.20% Add +27.4% 33,995 $3.1M
Pinnacle Financial Group, LLC / IL 0.94% Add +0.2% 33,859 $3.1M
Dynamic Advisor Solutions LLC 0.09% Add +11.0% 33,624 $3.1M
Integrated Advisors Network LLC 0.13% Reduce -1.2% 33,583 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -64.8% 33,566 $3.1M
Creekside Partners 1.34% Add +0.6% 33,387 $3.1M
FSC Wealth Advisors, LLC 1.76% Add +14.3% 33,320 $3.0M
Pinnacle Associates Ltd. 0.04% Reduce -3.8% 33,154 $3.0M
Transcendent Capital Group LLC 1.35% Add +159.0% 33,056 $3.0M
Compound Planning, Inc. 0.10% Add +6.5% 32,991 $3.0M
Keel Point, LLC 0.18% Add +6.0% 32,724 $3.0M
Anchor Investment Management, LLC 0.25% Reduce -2.0% 32,668 $3.0M
Manhattan West Asset Management, LLC 0.63% Add +2.2% 32,591 $3.0M
Wealthcare Capital Partners, LLC 1.36% Add +12.3% 32,396 $3.0M
UMB Bank, n.a. 0.04% Reduce -14.5% 32,054 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -27.3% 32,025 $2.9M
Torno Capital, LLC 0.39% Add +220.0% 32,000 $2.9M
Kure Advisory, LLC 1.80% Add +4.3% 31,842 $2.9M
Mesirow Financial Investment Management, Inc. 0.05% Add +37.5% 31,796 $2.9M
Thrive Capital Management, LLC 0.75% Reduce -43.8% 31,704 $2.9M
Callan Family Office, LLC 0.09% Add +1.9% 31,628 $2.9M
Praetorian Wealth Management, Inc. 0.59% Add +3.5% 31,597 $2.9M
Global Retirement Partners, LLC 0.06% Add +0.1% 31,500 $2.9M
First Citizens Bank & Trust Co. 0.06% Add +8.6% 31,327 $2.9M
Group One Trading LLC 0.09% Add +43.8% 31,198 $2.9M
Synovus Financial Corp. 0.03% Reduce -1.2% 31,176 $2.9M
Sterling Financial Planning, Inc. 0.89% Reduce -4.0% 30,992 $2.8M
Seamount Financial Group Inc. 1.34% Add +4.9% 30,966 $2.8M
Cahill Financial Advisors Inc. 0.32% Reduce -1.3% 30,784 $2.8M
Blue Trust, Inc. 0.03% Reduce -33.8% 30,269 $2.8M
Family Legacy, Inc. 0.84% Reduce -0.7% 30,211 $2.8M
Sensible Financial Planning & Management, LLC. 0.50% Reduce -3.6% 29,990 $2.7M
Destination Wealth Management 0.08% Add +3.5% 29,891 $2.7M
LBJ Family Wealth Advisors, Ltd. 1.49% Add +0.0% 29,854 $2.7M
Peak Retirement Planning, Inc. 0.77% Reduce -30.6% 29,783 $2.7M
Perigon Wealth Management, LLC 0.06% Add +5.7% 29,531 $2.7M
Rialto Wealth Management, LLC 0.68% Reduce -2.4% 28,926 $2.6M
Index Fund Advisors, Inc. 0.13% Add +228.3% 28,907 $2.6M
Infinity Wealth Counsel, LLC 2.56% Add +0.9% 28,784 $2.6M
Broadview Financial Management, LLC 1.77% Reduce -5.0% 28,740 $2.6M
Ami Investment Management Inc. 0.61% Add +1.6% 28,729 $2.6M
Johnson Wealth Management, LLC 1.44% — 28,638 $2.6M
BTC Capital Management, Inc. 0.18% No change 28,609 $2.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +0.2% 28,385 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.4% 28,352 $2.6M
Regatta Capital Group, LLC 0.41% Add +2.1% 28,195 $2.6M
Courier Capital LLC 0.15% Add +783.7% 28,190 $2.6M
Obsido Oy 1.71% Add +9.7% 28,160 $2.6M
Unison Advisors LLC 0.23% Reduce -1.2% 28,053 $2.6M
Capital Group Private Client Services, Inc. 0.04% Add +0.9% 28,049 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +93.5% 27,967 $2.6M
Clarity Capital Advisors, LLC 1.39% Add +3.9% 27,885 $2.5M
Independence Asset Advisors, LLC 1.07% Reduce -9.4% 27,685 $2.5M
NorthLanding Financial Partners, LLC 2.10% Add +4.8% 27,507 $2.5M
Corrado Advisors, LLC 1.34% Add +7.1% 27,305 $2.5M
Quadrant Capital Group LLC 0.08% Add +11.3% 27,299 $2.5M
Plimoth Trust Co. LLC 0.56% Reduce -22.2% 27,250 $2.5M
Colorado Capital Management, Inc. 0.96% Reduce -2.9% 27,234 $2.5M
Decker Retirement Planning Inc. 1.36% Reduce -5.7% 27,145 $2.5M
NewEdge Wealth, LLC 0.04% Add +1.0% 27,581 $2.5M
Horizon Bancorp Inc. 1.17% Reduce -5.8% 26,918 $2.5M
Petix & Botte Co 0.57% Reduce -11.3% 26,803 $2.5M
Quantinno Capital Management LP 0.01% Add +46.6% 26,704 $2.4M
Jacobi Capital Management LLC 0.15% Add +16.9% 26,647 $2.4M
Brooklyn FI, LLC 0.54% Add +1.7% 26,450 $2.4M
Carnegie Investment Counsel 0.05% Reduce -9.0% 26,445 $2.4M
Signature Estate & Investment Advisors LLC 0.05% Add +4.1% 26,440 $2.4M
Axos Invest Inc. 1.81% Add +1.3% 26,425 $2.4M
Atlas Legacy Advisors, LLC 0.47% Reduce -11.9% 26,345 $2.4M
WBH Advisory Inc. 0.18% Reduce -3.1% 26,279 $2.4M
Capital Management Associates, Inc 0.65% Add +0.6% 26,255 $2.4M
Waters Parkerson & Co., LLC 0.12% Reduce -1.8% 26,225 $2.4M
Novem Group 0.28% Add +0.7% 26,118 $2.4M
OneAscent Financial Services LLC 0.16% Reduce -5.5% 26,048 $2.4M
Hardin Capital Partners, LLC 1.28% Add +5.1% 26,010 $2.4M
Scott & Selber, Inc. 0.60% Add +4.2% 25,945 $2.4M
Stelac Advisory Services LLC 0.81% Add +6.4% 25,738 $2.4M
Logan Stone Capital, LLC 1.07% Reduce -24.7% 25,714 $2.4M
One Capital Management, LLC 0.08% Add +4.9% 25,706 $2.4M
Symmetry Partners, LLC 0.26% Add +1.9% 25,677 $2.3M
Ashton Thomas Securities, LLC 0.33% Add +0.5% 25,555 $2.3M
Bay Rivers Group 0.98% Reduce -0.5% 25,512 $2.3M
Flagship Harbor Advisors, LLC 0.10% Reduce -2.0% 25,332 $2.3M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -22.6% 25,331 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -6.5% 25,301 $2.3M
Keybank National Association 0.01% Reduce -8.8% 25,252 $2.3M
Equitable Holdings, Inc. 0.02% Reduce -2.4% 25,221 $2.3M
Truepoint, Inc. 0.05% Add +8.3% 25,112 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 24,902 $2.3M
Palisades Hudson Asset Management, L.P. 0.82% Add +3.6% 24,776 $2.3M
Atria Investments, Inc 0.03% Reduce -16.9% 24,674 $2.3M
Continuum Advisory, LLC 0.24% Add +0.6% 24,665 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Add +583.3% 24,600 $2.2M
VERITY Wealth Advisors 1.42% Add +3.1% 24,599 $2.2M
Cutler Investment Counsel LLC 0.24% Add +6.7% 24,586 $2.2M
Hemington Wealth Management 0.29% Reduce -1.7% 24,588 $2.2M
Arete Wealth Advisors, LLC 0.14% Add +11.5% 24,554 $2.2M
D.A. Davidson & Co. 0.01% Reduce -12.8% 24,378 $2.2M
Mill Creek Capital Advisors, LLC 0.05% Add +10.2% 24,176 $2.2M
Dakota Wealth Management 0.04% Add +7.2% 24,070 $2.2M
Oppenheimer Asset Management Inc. 0.02% Add +1.9% 23,799 $2.2M
Cabana LLC 13.28% Reduce -7.2% 23,740 $2.2M
Sax Wealth Advisors, LLC 0.12% Reduce -15.9% 23,708 $2.2M
Retirement Planning Co of New England, Inc. 0.86% Add +0.1% 23,507 $2.1M
GC Wealth Management RIA, LLC 0.07% Add +1.0% 23,454 $2.1M
Pioneer Wealth Management Group 0.69% Add +4.7% 23,388 $2.1M
Shepherd Kaplan Krochuk, LLC 1.75% Reduce -0.4% 23,369 $2.1M
M Holdings Securities, Inc. 0.45% New 23,361 $2.1M
Noble Wealth Management PBC 1.13% — 23,303 $2.1M
Fund Evaluation Group, LLC 0.08% Add +0.0% 23,275 $2.1M
AE Wealth Management LLC 0.01% Add +8.5% 23,250 $2.1M
River Street Advisors LLC 0.82% Reduce -51.9% 23,234 $2.1M
St Germain D J Co. Inc. 0.08% Add +815.4% 23,133 $2.1M
Smithfield Trust Co 0.09% Add +0.5% 22,982 $2.1M
Shepherd Financial Partners LLC 0.20% Reduce -13.5% 22,956 $2.1M
Investment Advisory Group, LLC 0.57% Add +40.3% 22,904 $2.1M
TD Private Client Wealth LLC 0.05% Reduce -4.6% 22,826 $2.1M
Sepio Capital, LP 0.12% Add +93.0% 22,597 $2.1M
Manning & Napier Advisors LLC 0.03% Reduce -2.5% 22,593 $2.1M
Focus Financial Network, Inc. 0.07% Add +2.7% 22,585 $2.1M
Pure Portfolios Holdings LLC 0.64% Add +5.9% 22,524 $2.1M
Montag A & Associates Inc. 0.09% Reduce -4.9% 22,447 $2.1M
Sound Income Strategies, LLC 0.11% Reduce -12.1% 22,724 $2.0M
Rockland Trust Co. 0.08% Add +1.2% 22,186 $2.0M
Breakwater Investment Management 0.75% Reduce -2.1% 22,183 $2.0M
Beaird Harris Wealth Management, LLC 0.14% Reduce -55.4% 22,175 $2.0M
Aquire Wealth Advisors, LLC 0.50% Reduce -1.9% 22,041 $2.0M
Etesian Wealth Advisors, Inc. 0.67% Reduce -8.1% 22,026 $2.0M
Financial Management Network Inc. 0.33% Reduce -19.0% 22,234 $2.0M
Marble Harbor Investment Counsel, LLC 0.21% No change 21,900 $2.0M
Vestmark Advisory Solutions, Inc. 0.04% New 21,872 $2.0M
Regions Financial Corp. 0.01% Reduce -3.3% 21,682 $2.0M
Penobscot Wealth Management 0.64% Add +10.3% 21,647 $2.0M
Sherman Asset Management, Inc. 1.69% Add +0.6% 21,441 $2.0M
Clayton Financial Group LLC 1.43% Add +294.6% 21,363 $2.0M
Hengehold Capital Management LLC 0.17% Add +8.4% 21,295 $1.9M
Consolidated Portfolio Review Corp 0.24% Add +2.9% 21,150 $1.9M
NorthCrest Asset Manangement, LLC 0.05% Add +0.1% 21,273 $1.9M
First National Bank of Omaha 0.12% Add +0.1% 20,910 $1.9M
Moneco Advisors, LLC 0.16% Add +13.5% 20,864 $1.9M
First PREMIER Bank 0.43% Reduce -8.9% 20,860 $1.9M
Park Avenue Securities LLC 0.01% Reduce -20.1% 20,806 $1.9M
Maryland Capital Advisors Inc. 0.68% Reduce -9.6% 20,751 $1.9M
Highland Capital Management, LLC 0.09% No change 20,740 $1.9M
Croban 1.26% Add +24.7% 20,704 $1.9M
Inman Jager Wealth Management, LLC 1.20% Reduce -2.9% 20,617 $1.9M
Choate Investment Advisors 0.04% Add +30.7% 20,518 $1.9M
Investment Partners, LTD. 0.66% Add +0.0% 20,466 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.2% 20,414 $1.9M
Ifrah Financial Services, Inc. 0.48% Add +0.3% 20,291 $1.9M
United Bank 0.64% Reduce -58.2% 20,254 $1.9M
Prime Buchholz LLC 1.02% Add +0.1% 20,253 $1.9M
BKM Wealth Management, LLC 0.68% Add +6.5% 20,203 $1.8M
Camelot Technology Advisors, Inc. 1.48% Add +4.2% 20,185 $1.8M
Family CFO Inc 0.85% No change 20,180 $1.8M
Full Sail Capital, LLC 0.10% Reduce -2.8% 20,154 $1.8M
Ascent Wealth Partners, LLC 0.21% Add +3.6% 20,147 $1.8M
Leavell Investment Management, Inc. 0.08% Reduce -16.8% 20,084 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.29% Reduce -1.9% 20,172 $1.8M
Elevation Point Wealth Partners, LLC 0.13% New 20,037 $1.8M
YANKCOM Partnership 0.82% Add +6.4% 19,988 $1.8M
Flagstar Securities, Inc. 0.56% Reduce -6.0% 19,900 $1.8M
Bessemer Group Inc. 0.00% Add +11.0% 19,888 $1.8M
Hall Capital Management Co. Inc. 0.71% Reduce -3.0% 19,766 $1.8M
Harbour Investments, Inc. 0.04% Add +13.3% 19,608 $1.8M
CWA Asset Management Group, LLC 0.07% Reduce -6.0% 19,431 $1.8M
Gryphon Financial Partners LLC 0.20% Reduce -6.2% 19,310 $1.8M
First Financial Bank - Trust Division 0.15% Reduce -4.5% 19,210 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -2.2% 19,208 $1.8M
TCI Wealth Advisors, Inc. 0.10% No change 19,130 $1.7M
Simmons Bank 0.12% Reduce -1.9% 19,114 $1.7M
CGN Advisors LLC 0.14% Reduce -8.8% 19,073 $1.7M
NBT Bank, N.A. 0.11% Reduce -9.3% 17,726 $1.7M
Cornerstone Wealth Management, LLC 0.10% Reduce -2.9% 18,946 $1.7M
Boston Family Office LLC 0.11% Add +0.6% 18,916 $1.7M
Field & Main Bank 0.50% Add +1.2% 18,649 $1.7M
Covenant Asset Management, LLC 0.32% Reduce -0.5% 18,644 $1.7M
Orion Capital Management LLC 0.59% Add +3.0% 18,635 $1.7M
AlphaCore Capital LLC 0.06% Add +2.3% 18,620 $1.7M
South Plains Financial, Inc. 1.06% Reduce -0.4% 18,615 $1.7M
Montecito Bank & Trust 0.26% — 18,558 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.1% 18,555 $1.7M
Alpine Bank Wealth Management 0.24% No change 18,535 $1.7M
Samalin Investment Counsel, LLC 0.58% Add +33.1% 18,346 $1.7M
Flaharty Asset Management, LLC 0.21% Add +4.3% 18,335 $1.7M
City Holding Co. 0.21% Add +0.1% 18,079 $1.7M
Nekton Capital Ltd. 3.32% New 17,957 $1.6M
Austin Wealth Management, LLC 0.26% Reduce -0.2% 17,781 $1.6M
Debussy Capital Management LP 0.23% Reduce -17.9% 17,914 $1.6M
Waterford Advisors, LLC 0.56% Add +383.5% 17,832 $1.6M
Stokes Family Office, LLC 0.15% Add +3.0% 17,737 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -3.8% 17,682 $1.6M
Vanguard Group Inc. 0.00% Reduce -0.8% 17,671 $1.6M
Gradient Capital Advisors, LLC 0.43% Add +2.2% 17,659 $1.6M
Burton Enright Welch 0.24% Reduce -3.3% 17,658 $1.6M
Rockbridge Investment Management, LCC 0.16% Reduce -7.5% 17,637 $1.6M
Westwind Capital 0.34% Reduce -32.9% 17,580 $1.6M
Insigneo Advisory Services, LLC 0.11% Add +2.4% 17,577 $1.6M
Vermillion Wealth Management, Inc. 0.44% Add +10.8% 17,560 $1.6M
Novak & Powell Financial Services, Inc. 0.84% Add +49.7% 17,433 $1.6M
Prospect Financial Group LLC 1.55% Add +3.3% 17,395 $1.6M
Prospera Financial Services Inc 0.03% Add +3.2% 17,293 $1.6M
Crews Bank & Trust 0.23% Reduce -20.3% 17,262 $1.6M
Valeo Financial Advisors, LLC 0.04% Reduce -9.2% 17,159 $1.6M
St. Louis Trust Co 0.20% No change 17,133 $1.6M
Sierra Capital LLC 0.17% Add +0.1% 17,058 $1.6M
Diversify Wealth Management, LLC 0.09% Reduce -1.2% 17,382 $1.5M
Ti-Trust, Inc. 0.97% Reduce -0.3% 16,892 $1.5M
Houlihan Financial Resource Group, Ltd. 1.36% Reduce -53.1% 16,892 $1.5M
Lutz Financial Services LLC 0.11% Reduce -0.1% 16,848 $1.5M
IFG Advisory, LLC 0.07% Add +2.3% 16,835 $1.5M
F/m Investments LLC 0.06% No change 16,759 $1.5M
GLOBALT Investments LLC / GA 0.06% Reduce -7.5% 16,750 $1.5M
1834 Investment Advisors Co. 0.19% No change 16,723 $1.5M
NerdWallet Wealth Partners, LLC 0.75% — 16,707 $1.5M
Trustmark Bank Trust Department 0.10% Reduce -1.8% 16,695 $1.5M
Hanover Advisors Inc. 0.59% Reduce -2.5% 16,649 $1.5M
Fsa Wealth Partners, Inc. 0.59% Add +76.0% 16,617 $1.5M
Tortoise Investment Management, LLC 0.13% Add +4.7% 16,551 $1.5M
Stock Yards Bank & Trust Co. 0.05% Add +27.8% 16,489 $1.5M
Root Financial Partners, LLC 0.09% Add +68.6% 16,456 $1.5M
North Berkeley Wealth Management, LLC 1.19% Reduce -0.2% 16,447 $1.5M
First National Bank & Trust Co. of Newtown 0.28% Reduce -1.9% 16,415 $1.5M
Slow Capital, Inc. 0.18% Add +2.1% 16,331 $1.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.32% Add +2.1% 16,288 $1.5M
First Nebraska Trust Co 0.13% Reduce -1.5% 16,241 $1.5M
Litman Gregory Wealth Management LLC 0.11% Add +1.0% 16,120 $1.5M
Centennial Bank 0.58% Reduce -1.1% 16,042 $1.5M
Joel Isaacson & Co., LLC 0.05% Add +0.5% 16,031 $1.5M
First Merchants Corp. 0.06% Reduce -6.0% 16,015 $1.5M
Beaumont Financial Advisors, LLC 0.10% Reduce -1.7% 15,970 $1.5M
IMC-Chicago, LLC 0.03% New 15,942 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -17.2% 15,910 $1.5M
Concurrent Investment Advisors, LLC 0.03% Add +2.9% 15,889 $1.5M
Roundview Capital LLC 0.09% Reduce -1.4% 15,852 $1.4M
Institute for Wealth Management, LLC. 0.15% Add +65.4% 15,792 $1.4M
DT Investment Partners, LLC 0.12% Reduce -7.2% 15,773 $1.4M
Dunhill Financial, LLC 0.48% Add +5.9% 15,780 $1.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.15% Reduce -0.8% 15,713 $1.4M
American Financial & Tax Strategies Inc. 0.71% Reduce -3.6% 15,631 $1.4M
Financial Counselors Inc. 1.90% Add +0.0% 15,592 $1.4M
Mount Lucas Management LP 0.64% Add +95.9% 15,575 $1.4M
Integris Wealth Management, LLC 0.34% Reduce -0.1% 15,345 $1.4M
CRA Financial Services, LLC 0.19% Reduce -0.2% 15,295 $1.4M
Main Street Financial Solutions, LLC 0.09% Reduce -5.0% 15,276 $1.4M
Oak Wealth Advisors LLC 0.81% Add +0.1% 15,254 $1.4M
Precision Wealth Strategies, LLC 0.45% Reduce -7.3% 15,239 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Add +0.9% 15,155 $1.4M
Rothschild Investment LLC 0.08% Reduce -1.4% 15,146 $1.4M
Lester Murray Antman dba SimplyRich 0.37% Reduce -1.7% 15,082 $1.4M
Verde Capital Management 0.30% Add +7.4% 15,038 $1.4M
William Howard & Co Financial Advisors Inc 1.17% Reduce -0.6% 14,996 $1.4M
Mystic Asset Management, Inc. 0.31% Reduce -1.0% 14,980 $1.4M
Bfsg, LLC 0.13% Add +121.4% 14,783 $1.4M
Medallion Wealth Advisors, LLC 0.48% Add +12.0% 14,778 $1.4M
Founders Grove Wealth Partners, LLC 0.32% Reduce -1.2% 14,719 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -3.4% 14,683 $1.3M
Rossmore Private Capital 0.14% Add +0.1% 14,551 $1.3M
Parsons Capital Management Inc. 0.08% Reduce -7.1% 14,527 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -17.1% 14,515 $1.3M
Coordinated Financial Services, Inc. 0.85% Add +0.7% 14,381 $1.3M
Axxcess Wealth Management, LLC 0.03% Add +1.2% 14,286 $1.3M
Telos Capital Management, Inc. 0.13% Reduce -4.2% 14,265 $1.3M
Wesbanco Bank Inc. 0.04% Add +2.0% 14,248 $1.3M
Howard Wealth Management, LLC 0.60% Add +1.0% 14,196 $1.3M
Fifth Third Wealth Advisors LLC 0.05% Add +0.5% 14,137 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -10.9% 14,135 $1.3M
Physician Wealth Advisors, Inc. 0.18% Reduce -61.2% 14,054 $1.3M
Financial Advocates Investment Management 0.72% Add +37.3% 14,009 $1.3M
AQR Capital Management 0.00% Add +41.6% 13,959 $1.3M
Acropolis Investment Management, LLC 0.06% Add +56.1% 14,310 $1.3M
Nordwand Advisors, LLC 0.20% No change 13,933 $1.3M
Willis Johnson & Associates, Inc. 0.08% Reduce -9.0% 13,904 $1.3M
Sincerus Advisory, LLC 1.09% Add +1.8% 13,886 $1.3M
North Star Investment Management Corp. 0.08% Add +9.9% 13,860 $1.3M
L.K. Benson & Company, P.C. 0.68% Reduce -0.2% 13,860 $1.3M
Sovran Advisors, LLC 0.11% Reduce -3.6% 14,213 $1.3M
Vernal Point Advisors, LLC 0.54% No change 13,805 $1.3M
Magnus Financial Group LLC 0.10% Reduce -0.8% 13,691 $1.3M
Hershey Financial Advisers, LLC 1.06% Add +2.4% 13,586 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.42% Reduce -20.1% 13,584 $1.2M
Roof Eidam Maycock Peralta, LLC 0.30% Add +5.6% 13,578 $1.2M
JFS Wealth Advisors, LLC 0.07% Add +56.2% 13,568 $1.2M
Robinson Value Management, Ltd. 0.72% Reduce -0.5% 13,567 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Add +35.4% 13,565 $1.2M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +8.1% 13,542 $1.2M
Visionary Wealth Advisors 0.06% Add +1.9% 13,293 $1.2M
Five Pine Wealth Management 0.81% Add +16.6% 13,150 $1.2M
Composition Wealth, LLC 0.02% Reduce -7.7% 13,077 $1.2M
Kovack Advisors, Inc. 0.11% Add +0.9% 13,068 $1.2M
Fiducient Advisors LLC 0.14% Add +144.8% 13,060 $1.2M
Ameritas Advisory Services, LLC 0.08% Reduce -62.8% 12,974 $1.2M
Texas Bank & Trust Co 0.45% Add +0.1% 12,964 $1.2M
Vise Technologies, Inc. 0.04% Reduce -14.3% 12,959 $1.2M
Wealth Dimensions Group, Ltd. 0.24% Add +1.0% 12,955 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -2.9% 12,943 $1.2M
Retirement Financial Solutions, LLC 0.37% Reduce -0.6% 12,933 $1.2M
Argent Trust Co 0.04% Add +0.3% 12,921 $1.2M
Kingswood Wealth Advisors, LLC 0.07% Add +60.2% 12,902 $1.2M
Apella Capital, LLC 0.03% Add +21.0% 13,021 $1.2M
Walkner Condon Financial Advisors LLC 0.19% Reduce -10.8% 12,906 $1.2M
Meridian Wealth Management, LLC 0.05% Add +7.6% 12,858 $1.2M
Bleakley Financial Group, LLC 0.03% Reduce -33.9% 12,850 $1.2M
Readystate Asset Management LP 0.11% New 12,752 $1.2M
Windsor Capital Management, LLC 0.32% Add +0.2% 12,720 $1.2M
Global Trust Asset Management, LLC 0.52% Reduce -6.4% 12,640 $1.2M
General Partner, Inc. 0.64% No change 12,632 $1.2M
One Wealth Map LLC 0.61% Reduce -1.9% 12,802 $1.2M
Madden Advisory Services, Inc. 0.48% Reduce -5.5% 12,586 $1.2M
KMG Fiduciary Partners, LLC 0.08% No change 12,507 $1.1M
Independence Bank of Kentucky 0.15% Reduce -2.9% 12,456 $1.1M
Deltec Asset Management LLC 0.19% No change 12,450 $1.1M
Lanark Financial, Inc. 0.09% Add +152.8% 12,441 $1.1M
NorthRock Partners, LLC 0.02% Add +9.7% 12,439 $1.1M
MAS Advisors LLC 1.80% Reduce -0.8% 12,429 $1.1M
Dogwood Wealth Management LLC 0.52% Add +0.8% 12,420 $1.1M
Larson Financial Group LLC 0.04% Reduce -14.0% 12,410 $1.1M
United Community Bank 0.35% Reduce -4.1% 12,406 $1.1M
Peoples Financial Services Corp. 0.51% Reduce -0.9% 12,388 $1.1M
Total Clarity Wealth Management, Inc. 0.30% Add +148.2% 12,323 $1.1M
NWF Advisory Services Inc. 0.12% Reduce -11.3% 12,319 $1.1M
Tranquilli Financial Advisor LLC 0.66% Reduce -28.9% 12,304 $1.1M
PFG Private Wealth Management, LLC 0.50% New 12,203 $1.1M
Integrity Wealth Solutions LLC 0.50% Add +5.8% 12,203 $1.1M
Eclectic Associates Inc. 0.20% Add +4.4% 12,200 $1.1M
First Horizon Corp. 0.05% — 12,200 $1.1M
Sweeney & Michel, LLC 0.37% Add +1.0% 12,607 $1.1M
Curran Financial Partners, LLC 0.22% Reduce -3.0% 12,142 $1.1M
Warner Financial, Inc. 0.41% Reduce -3.1% 12,129 $1.1M
Parkside Financial Bank & Trust 0.09% Reduce -1.9% 12,126 $1.1M
Silverlake Wealth Management LLC 0.27% Reduce -0.6% 12,121 $1.1M
Endowment Wealth Management, Inc. 0.50% Add +2.7% 12,105 $1.1M
Sentinel Pension Advisors, LLC 0.18% Reduce -6.8% 12,102 $1.1M
Independent Wealth Network Inc. 0.35% Add +3.8% 12,052 $1.1M
Arkansas Financial Group, Inc. 0.16% Add +0.1% 12,011 $1.1M
DBK Financial Counsel, LLC 0.92% Add +3.5% 12,005 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -6.1% 12,199 $1.1M
Nestegg Advisors, Inc. 0.97% Add +0.1% 11,954 $1.1M
Ritholtz Wealth Management 0.02% Reduce -4.1% 11,944 $1.1M
Level Four Advisory Services, LLC 0.04% Add +6.3% 11,942 $1.1M
Valley Financial Group, Inc. 0.62% Reduce -0.1% 11,921 $1.1M
Argyle Capital Partners, LLC 0.78% Add +1.2% 11,863 $1.1M
Causey Wealth LLC 0.53% Add +0.7% 11,859 $1.1M
KOM Wealth Management Group, LLC 0.82% Reduce -0.6% 11,826 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -6.6% 11,785 $1.1M
Newport Capital Group, LLC 0.67% Add +3.2% 11,739 $1.1M
Private Trust Co. NA 0.09% Add +44.7% 11,732 $1.1M
Blue Barn Wealth, LLC 0.47% Reduce -2.7% 11,678 $1.1M
Guidance Capital, Inc. 0.28% Add +17.4% 11,545 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -4.6% 11,646 $1.1M
Legacy PCG, LLC 0.64% Add +2.6% 11,609 $1.1M
Dopkins Wealth Management, LLC 0.45% Add +5.4% 11,572 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.13% Add +0.3% 11,568 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.42% Add +73.6% 11,554 $1.1M
NorthCoast Asset Management LLC 0.00% Add +19.9% 11,543 $1.1M
American Financial Advisors, LLC 0.13% Add +16.2% 11,401 $1.0M
Curio Wealth, LLC 0.42% Reduce -0.9% 11,322 $1.0M
Ellis Investment Partners, LLC 0.19% Reduce -5.4% 11,281 $1.0M
Westside Investment Management, Inc. 0.16% Add +5.2% 11,264 $1.0M
Florida Trust Wealth Management Co 0.03% Reduce -9.6% 11,208 $1.0M
Northwest Wealth Management, LLC 0.17% Reduce -2.1% 11,137 $1.0M
IFP Advisors, Inc 0.03% Reduce -27.7% 11,126 $1.0M
Macquarie Group Ltd. 0.00% Reduce -55.5% 10,976 $1.0M
Caliber Wealth Management, LLC / KS 0.11% Reduce -16.6% 10,970 $1.0M
Diversify Advisory Services, LLC 0.03% Add +18.4% 11,213 $998K
Westfuller Advisors, LLC 0.45% Add +29.9% 10,874 $994K
Federation des caisses Desjardins du Quebec 0.00% Add +18.4% 10,800 $987K
Nicolet Advisory Services, LLC 0.08% Add +0.1% 10,854 $979K
Mather Group, Llc. 0.01% Reduce -1.6% 10,713 $979K
Kirtland Hills Capital Management, LLC 0.39% Add +19.6% 10,699 $978K
First International Bank & Trust 0.34% No change 10,687 $977K
First Western Trust Bank 0.04% No change 10,669 $975K
Martel Wealth Advisors LLC 0.17% Reduce -8.5% 10,572 $967K
Koshinski Asset Management, Inc. 0.07% Add +11.1% 8,465 $963K
TPG Advisors LLC 0.63% Reduce -0.1% 10,526 $962K
Invesco Ltd. 0.00% Reduce -2.0% 10,524 $962K
Bouchey Financial Group, Ltd. 0.07% Reduce -0.0% 10,435 $954K
WASHINGTON TRUST Co 0.03% Reduce -6.1% 10,429 $953K
Ieq Capital, LLC 0.00% Reduce -23.9% 10,395 $950K
Beirne Wealth Consulting Services, LLC 0.23% Add +0.8% 10,321 $945K
Savvy Advisors, Inc. 0.04% Add +26.8% 10,335 $945K
Piedmont Capital Management, LLC 0.50% Reduce -4.2% 10,333 $945K
Capital Analysts, LLC 0.03% Add +6.8% 10,324 $944K
Mustard Seed Financial, LLC 0.61% Add +0.8% 10,309 $942K
Armbruster Capital Management, Inc. 0.16% Reduce -1.6% 10,306 $942K
American Trust 0.08% Reduce -5.8% 10,276 $939K
AlTi Global, Inc. 0.02% Reduce -7.5% 10,210 $933K
CoreCap Advisors, LLC 0.03% Add +57.9% 10,166 $929K
Thrivent Financial for Lutherans 0.00% Reduce -52.7% 10,150 $928K
Baker Ellis Asset Management LLC 0.11% New 10,102 $924K
Rwa Wealth Partners, LLC 0.01% Add +2.5% 10,086 $922K
Matrix Private Capital Group LLC 0.49% Add +4.1% 10,060 $920K
Bank Ozk 0.32% Reduce -0.6% 10,041 $918K
Motley Fool Wealth Management, LLC 0.06% Add +1.4% 10,023 $916K
Bramshill Investments, LLC 0.06% Reduce -33.3% 10,000 $914K
Forum Financial Management, LP 0.01% Add +3.5% 10,000 $914K
Principal Securities, Inc. 0.01% Add +30.3% 9,977 $912K
Wiser Advisor Group LLC 1.13% Add +3.6% 9,935 $908K
Sentinel Wealth Management, Inc. 0.79% Reduce -1.0% 9,908 $906K
Bangor Savings Bank 0.07% Reduce -1.2% 9,809 $897K
Trust Co 0.09% Add +19.6% 9,737 $890K
Brio Consultants, LLC 0.12% Reduce -5.6% 9,735 $890K
Intellectus Partners, LLC 0.17% Reduce -5.8% 9,725 $889K
Ruedi Wealth Management, Inc. 0.25% Reduce -2.7% 9,716 $888K
Aptus Capital Advisors, LLC 0.01% Reduce -1.7% 9,687 $886K
Curbstone Financial Management Corp 0.17% Reduce -1.0% 9,664 $883K
Washington Trust Bank 0.06% Reduce -22.0% 9,662 $883K
Chesapeake Wealth Management 0.27% Add +2.6% 9,658 $883K
Allegiance Financial Group Advisory Services LLC 0.20% Add +7.4% 9,646 $882K
Trinity Legacy Partners, LLC 0.20% Add +1.0% 9,860 $879K
Tocqueville Asset Management L.P. 0.01% Reduce -5.1% 9,585 $876K
Strategic Blueprint, LLC 0.04% Add +2.4% 9,561 $874K
Garner Asset Management Corp 0.35% Add +25.8% 9,514 $873K
Oxford Financial Group, LTD. LLC 0.05% Reduce -0.9% 9,542 $872K
Ameraudi Asset Management, Inc. 0.53% Reduce -12.4% 9,536 $872K
Comprehensive Money Management Services LLC 0.61% Add +9.7% 9,474 $866K
Viawealth, LLC 0.47% Add +0.8% 9,458 $865K
Simon Quick Advisors, LLC 0.04% Add +5.5% 9,413 $861K
Almanack Investment Partners, LLC. 0.13% Reduce -2.9% 9,393 $859K
PFG Investments, LLC 0.04% Reduce -6.7% 9,377 $857K
Mutual Advisors, LLC 0.02% Add +2.2% 9,288 $856K
Bedel Financial Consulting, Inc. 0.11% Add +0.3% 9,291 $849K
Carrera Capital Advisors 0.15% Add +3.2% 9,261 $847K
First American Trust, FSB 0.06% Reduce -58.3% 9,252 $846K
Foster Group, Inc. 0.03% Add +0.1% 9,230 $844K
Financial Perspectives, Inc 0.23% Add +0.0% 9,226 $843K
CVA Family Office, LLC 0.11% Add +0.3% 9,222 $843K
LYNX Capital Group Ltd. 0.39% No change 9,191 $840K
VSM Wealth Advisory, LLC 0.26% Reduce -19.0% 9,021 $825K
Kassira Wealth Management LLC 0.79% — 8,986 $822K
Berman McAleer LLC 0.11% — 8,979 $821K
Bridges Investment Management Inc. 0.01% Add +45.0% 8,955 $819K
Newman Dignan & Sheerar, Inc. 0.18% Reduce -6.8% 8,929 $816K
O'ROURKE & COMPANY, Inc 0.34% Add +7.4% 8,882 $812K
Fingerlakes Wealth Management, Inc. 0.53% Reduce -4.9% 8,875 $811K
King Luther Capital Management Corp. 0.00% Reduce -1.3% 8,862 $810K
Old National Bancorp 0.01% Reduce -5.8% 8,856 $810K
Pinnacle Bancorp, Inc. 0.24% Reduce -9.4% 8,839 $808K
Gibraltar Capital Management, Inc. 0.14% Reduce -64.6% 8,835 $808K
Hudock, Inc. 0.12% No change 8,823 $807K
Upper Left Wealth Management, LLC 0.50% Reduce -0.5% 8,772 $802K
Werba Rubin Papier Wealth Management 0.13% Add +7.2% 8,738 $799K
Richardson Financial Services Inc. 0.49% Add +1.2% 8,689 $794K
Gladstone Institutional Advisory LLC 0.03% Add +1.4% 8,687 $794K
Chapin Davis, Inc. 0.19% Reduce -0.8% 8,655 $791K
Apeiron RIA LLC 0.18% Reduce -3.8% 8,864 $787K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 8,595 $786K
Spire Wealth Management 0.03% Add +14.0% 8,562 $783K
Raab & Moskowitz Asset Management LLC 0.17% Reduce -0.5% 8,549 $782K
Flputnam Investment Management Co. 0.01% Reduce -2.6% 8,529 $780K
SFG Wealth Management, LLC. 0.34% Reduce -39.3% 8,528 $780K
McLean Asset Management Corp 0.16% Add +1.9% 8,547 $774K
Motco 0.07% Add +5.9% 8,460 $773K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -50.8% 8,458 $773K
First Financial Corp. 0.30% Add +0.5% 8,445 $772K
Sowell Financial Services LLC 0.03% Reduce -21.9% 8,403 $768K
Atlantic Union Bankshares Corp 0.01% Add +26.9% 8,340 $762K
Chilton Investment Co. Inc. 0.02% New 8,319 $761K
Mason Investment Advisory Services, Inc. 0.04% Add +8.8% 8,280 $757K
Ausdal Financial Partners, Inc. 0.04% Add +78.4% 8,246 $754K
LS Investment Advisors, LLC 0.11% Reduce -18.3% 8,235 $753K
New Republic Capital, LLC 0.23% No change 8,224 $752K
Citadel Advisors 0.00% New 8,224 $752K
Vestcor Inc 0.02% New 8,200 $750K
First Bancorp, Inc 0.40% Reduce -1.8% 8,198 $749K
Fidato Wealth LLC 0.49% Reduce -0.1% 8,140 $744K
SVB Wealth LLC 0.04% Reduce -46.3% 8,118 $742K
Clifford Group, LLC 0.58% Add +15.2% 8,087 $739K
Gries Financial LLC 0.12% Add +1.0% 8,080 $739K
Smith, Moore & Co. 0.06% Reduce -8.6% 8,068 $738K
Raffa Wealth Management, LLC 0.13% Reduce -2.1% 8,065 $737K
Moisand Fitzgerald Tamayo, LLC 0.09% Reduce -0.1% 8,042 $735K
Asset Allocation Strategies LLC 0.14% Reduce -16.2% 7,999 $731K
Summit Financial Wealth Advisors, LLC 0.11% Reduce -3.5% 7,983 $731K
Trust Co. of Vermont 0.03% Add +1.4% 7,985 $730K
BIP Wealth, LLC 0.04% Reduce -2.4% 7,980 $730K
Mayflower Financial Advisors, LLC 0.09% Reduce -2.6% 7,973 $729K
Godshalk Welsh Capital Management, Inc. 0.42% Add +6.0% 7,935 $725K
AMG National Trust Bank 0.02% Add +3.6% 7,900 $722K
Kelleher Financial Advisors 0.18% Reduce -27.2% 7,891 $721K
Cannon Financial Strategists, Inc. 0.10% Add +24.9% 7,827 $716K
Community Bank, N.A. 0.09% Reduce -3.3% 7,824 $715K
Mosaic Family Wealth Partners, LLC 0.08% Add +1.8% 7,850 $715K
Carson Advisory Inc. 0.38% Add +0.6% 7,803 $713K
Clifford Swan Investment Counsel LLC 0.02% Add +2.6% 7,753 $709K
Pinnacle Family Advisors, LLC 0.31% Reduce -2.3% 7,742 $708K
HORAN Wealth, LLC 0.11% Add +176.7% 7,741 $708K
Duncker Streett & Co. Inc. 0.12% No change 7,699 $704K
WealthShield Partners, LLC 0.08% Reduce -0.3% 7,686 $703K
Western Wealth Management, LLC 0.04% Reduce -3.6% 7,675 $702K
Stablepoint Partners, LLC 0.11% Add +48.9% 7,654 $700K
Wealthcare Capital Management LLC 0.07% Add +2.2% 7,610 $696K
Arrow Financial Corp 0.07% No change 7,564 $692K
Benchmark Investment Advisors LLC 0.40% — 7,556 $691K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +168.6% 7,550 $690K
Centaurus Financial, Inc. 0.03% Add +0.3% 7,529 $688K
BOK Financial Private Wealth, Inc. 0.04% Reduce -5.4% 7,510 $687K
Wealthspire Retirement, LLC 0.04% Reduce -1.1% 7,469 $683K
Jim Saulnier & Associates, LLC 0.38% Add +20.9% 7,462 $682K
L.M. Kohn & Company 0.82% Reduce -44.9% 7,457 $682K
Marco Investment Management LLC 0.05% Reduce -0.7% 7,457 $682K
Salem Investment Counselors Inc. 0.02% Reduce -0.2% 7,440 $680K
Kennebec Savings Bank 0.62% Add +0.4% 7,428 $679K
Knollwood Investment Advisory, LLC 0.06% Add +150.3% 7,402 $677K
Lantern Wealth Advisors, LLC 0.35% Add +10.7% 7,345 $671K
FSM Wealth Advisors, LLC 0.09% Add +0.3% 7,338 $671K
Uptown Financial Advisors LLC 0.59% Add +0.2% 7,312 $669K
SOL Capital Management CO 0.06% Reduce -0.5% 7,302 $668K
Loudon Investment Management, LLC 0.35% No change 7,295 $667K
Central Bank & Trust Co. 0.10% Reduce -2.7% 7,217 $660K
Ascentis Independent Advisors 0.11% Add +14.7% 7,170 $655K
SlateStone Wealth, LLC 0.06% Add +27.2% 7,149 $654K
Optima Capital LLC 0.32% Reduce -32.8% 7,140 $653K
Hilltop Holdings Inc. 0.03% Reduce -7.3% 7,100 $649K
KG Capital Management 0.18% Reduce -5.2% 7,014 $641K
Certuity, LLC 0.04% Reduce -2.1% 6,999 $640K
Y-Intercept (Hong Kong) Ltd 0.02% New 6,993 $639K
Myecfo, LLC 0.29% Add +5.1% 6,987 $639K
Caldwell Trust Co 0.06% Reduce -3.5% 6,974 $638K
Hirtle & Co., LLC 0.03% Reduce -6.3% 6,959 $636K
Advisors Capital Management, LLC 0.01% Add +0.7% 6,949 $635K
Baker Tilly Wealth Management, LLC 0.14% New 6,908 $632K
Bryant Woods Investment Advisors, LLC 0.25% Add +28.4% 6,904 $631K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -12.7% 6,900 $631K
Apollon Financial, LLC 0.10% Add +2.3% 6,868 $628K
First National Bank of Hutchinson 0.33% No change 6,867 $628K
Mission Creek Capital Partners, Inc. 0.12% Add +0.5% 6,845 $626K
Sage Investment Counsel LLC 0.69% Reduce -2.7% 6,834 $625K
Allen Investment Management, LLC 0.01% No change 6,781 $620K
Woodside Wealth Management LLC 0.48% Add +6.3% 6,656 $608K
City Center Advisors, LLC 0.59% Add +9.1% 6,648 $608K
Piscataqua Savings Bank 0.47% Reduce -1.0% 6,623 $605K
YHB Investment Advisors, Inc. 0.04% Reduce -1.5% 6,607 $604K
Smith Shellnut Wilson LLC 0.23% Reduce -23.2% 6,550 $599K
Mechanics Bank Trust Department 0.08% Reduce -1.2% 6,539 $598K
Altfest L J & Co. Inc. 0.07% Reduce -11.2% 6,498 $594K
Farrell Financial LLC 0.37% Add +2.1% 6,436 $588K
Bath Savings Trust Co 0.06% Reduce -1.3% 6,427 $588K
Elevation Wealth Partners, LLC 0.21% Add +3.4% 6,421 $587K
Charles Schwab Trust Co 0.04% Add +13.9% 6,417 $587K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -3.8% 6,414 $586K
International Assets Investment Management, LLC 0.05% No change 6,523 $585K
Strata Wealth Advisors, LLC 0.15% Reduce -8.6% 6,367 $582K
Optimist Retirement Group LLC 0.26% Add +0.5% 6,367 $582K
North Ridge Wealth Advisors, Inc. 0.33% Add +0.2% 6,341 $580K
KPP Advisory Services LLC 0.09% New 6,322 $578K
Ellevest, Inc. 0.08% Reduce -1.6% 6,267 $573K
Fisher Asset Management 0.00% Reduce -12.0% 6,235 $570K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +41.0% 6,235 $570K
Portland Financial Advisors Inc 1.21% No change 6,228 $569K
Advocate Group LLC 0.09% Reduce -0.2% 6,213 $568K
Facet Wealth, Inc. 0.01% Add +31.0% 6,193 $566K
Libra Wealth LLC 0.17% No change 6,165 $564K
Heritage Trust Co 0.06% No change 6,150 $562K
TD Waterhouse Canada Inc. 0.00% Add +4.7% 6,138 $562K
Level Financial Advisors 0.16% Reduce -0.3% 6,144 $562K
Money Concepts Capital Corp. 0.03% Add +7.9% 6,138 $561K
NCM Capital Management, LLC 0.22% Reduce -2.7% 6,137 $561K
Greenwich Wealth Management LLC 0.03% No change 6,133 $561K
Opus Capital Group, LLC 0.06% Add +0.6% 6,072 $555K
TABR Capital Management, LLC 0.38% Reduce -0.3% 6,072 $553K
Arbor Wealth Advisors LLC 0.41% No change 6,000 $549K
Twin Focus Capital Partners, LLC 0.07% No change 5,955 $544K
Ironwood Investment Counsel, LLC 0.08% Reduce -2.6% 5,931 $542K
Harbor Advisory Corp. 0.16% Reduce -2.5% 5,924 $542K
Annex Advisory Services, LLC 0.01% Reduce -9.3% 5,897 $539K
Fifth Third Securities, Inc. 0.04% Reduce -40.0% 5,882 $538K
Glass Jacobson Investment Advisors llc 0.19% Add +1.7% 5,868 $536K
Cozad Asset Management Inc. 0.04% No change 5,833 $533K
Cary Street Partners Financial LLC 0.01% Reduce -11.3% 5,817 $532K
Calton & Associates, Inc. 0.08% Add +31.9% 5,809 $531K
Riverbridge Partners LLC 0.01% No change 5,791 $529K
Washington Growth Strategies LLC 0.38% Reduce -2.2% 5,777 $528K
Rehmann Capital Advisory Group 0.03% Reduce -0.4% 5,730 $524K
Heritage Wealth Advisors 0.02% Add +0.3% 5,725 $523K
Nikulski Financial, Inc. 0.13% Add +0.5% 5,687 $520K
Wilmington Savings Fund Society, FSB 0.01% Reduce -60.7% 5,673 $519K
S.A. Mason LLC 0.23% No change 5,667 $518K
Boltwood Capital Management 0.14% No change 5,656 $517K
MainStreet Investment Advisors LLC 0.07% Reduce -2.2% 5,650 $517K
Schnieders Capital Management, Llc. 0.08% — 5,648 $516K
Sharper & Granite LLC 0.18% Reduce -73.1% 5,632 $515K
TFB Advisors LLC 0.15% Reduce -11.6% 5,744 $515K
Titleist Asset Management, LLC 0.05% Reduce -3.0% 5,622 $514K
Barrett & Company, Inc. 0.18% Add +0.1% 5,619 $514K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 5,585 $511K
Faithward Advisors, LLC 0.08% Add +7.1% 5,558 $508K
Fort Washington Investment Advisors Inc. 0.00% Add +122.9% 5,549 $507K
DF Dent & Co. Inc. 0.01% Reduce -0.3% 5,522 $505K
Jordan Park Trust Co LLC 0.49% No change 5,517 $504K
Bluesphere Advisors LLC 0.23% Reduce -12.2% 5,508 $504K
Watts Gwilliam & Co., LLC 0.08% Reduce -1.0% 5,485 $501K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -13.0% 5,480 $501K
Simplicity Wealth,LLC 0.03% Reduce -90.1% 5,463 $499K
Eagle Strategies LLC 0.07% Reduce -0.1% 5,441 $497K
Evercore Wealth Management, LLC 0.01% Add +1.7% 5,433 $497K
Cladis Investment Advisory, LLC 0.28% Reduce -2.2% 5,390 $493K
Natixis 0.00% Reduce -4.5% 5,385 $492K
Towerpoint Wealth, LLC 0.20% Add +5.8% 5,377 $492K
Legacy Capital Wealth Partners, LLC 0.11% Add +7.0% 5,372 $491K
VestGen Advisors, LLC 0.02% Add +8.4% 5,342 $488K
Canandaigua National Trust Co of Florida 0.38% Reduce -4.7% 5,315 $486K
Sovereign Financial Group, Inc. 0.09% Reduce -14.5% 5,313 $486K
Clear Investment Research, LLC 0.65% Add +9901.9% 5,301 $485K
Wealth Effects LLC 0.16% Reduce -0.3% 5,298 $484K
Abacus Planning Group, Inc. 0.07% Reduce -0.9% 5,293 $484K
Certified Advisory Corp 0.05% Reduce -11.7% 5,263 $481K
Heck Capital Advisors, LLC 0.04% No change 5,258 $481K
Capital Insight Partners, LLC 0.08% Reduce -3.4% 5,252 $480K
Sage Capital Management, LLC 0.22% Add +0.9% 5,240 $479K
Lowe Wealth Advisors, LLC 0.17% Add +4.7% 5,237 $479K
Base Wealth Management LLC 0.27% Reduce -12.6% 5,218 $477K
Invictus Private Wealth, LLC 0.03% Reduce -1.4% 5,215 $477K
Opulen Financial Group LLC 0.36% Add +0.8% 5,204 $476K
Kearns & Associates LLC 0.25% Add +3.7% 5,197 $475K
Greenleaf Trust 0.00% Reduce -9.8% 5,194 $475K
Canal Capital Management, LLC 0.07% Reduce -0.0% 5,182 $474K
Farmers National Bank 0.11% Reduce -1.3% 5,152 $471K
First Heartland Consultants, Inc. 0.04% Reduce -7.0% 5,146 $470K
Russell Investments Group, Ltd. 0.00% Add +6.3% 5,143 $470K
IVC Wealth Advisors LLC 0.21% Reduce -0.9% 5,131 $469K
ICONIQ Capital, LLC 0.01% Add +1.0% 5,125 $469K
Sachetta, LLC 0.17% Reduce -2.9% 5,119 $468K
Marino, Stram & Associates LLC 0.08% Add +27.1% 5,114 $468K
Curi Capital, LLC 0.01% Reduce -7.3% 5,104 $467K
Discipline Wealth Solutions, LLC 0.12% Add +110.8% 5,099 $466K
Brown Financial Advisory 0.24% No change 5,087 $465K
Invst, LLC 0.05% Reduce -73.1% 5,084 $465K
Northeast Investment Management 0.02% Add +6.3% 5,081 $465K
Clarius Group, LLC 0.03% No change 5,057 $462K
Alexander Labrunerie & Co., Inc. 0.17% No change 5,056 $462K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -7.3% 5,055 $462K
Headlands Technologies LLC 0.04% New 5,030 $460K
James J. Burns & Company, LLC 0.07% Add +2.9% 5,028 $460K
Sunpointe, LLC 0.17% Add +35.2% 5,020 $459K
Colonial Trust Co / SC 0.06% No change 5,017 $459K
E&G Advisors, LLC 0.11% Add +0.5% 5,016 $459K
Edge Wealth Management LLC 0.08% No change 5,000 $457K
Balentine LLC 0.02% Reduce -32.0% 4,995 $457K
Indiana Trust & Investment Management Co 0.14% No change 4,990 $456K
Great Hill Capital LLC 0.37% — 4,965 $454K
Trust Co. of Oklahoma 0.13% Reduce -0.8% 4,958 $453K
Founders Financial Securities LLC 0.03% Reduce -39.4% 4,946 $452K
Keystone Financial Planning, Inc. 0.13% No change 4,942 $452K
MontVue Capital Management, Inc. 0.30% No change 4,939 $452K
Coppell Advisory Solutions LLC 0.05% Add +46.0% 4,948 $451K
Glen Eagle Advisors, LLC 0.06% Reduce -1.4% 4,861 $444K
Petra Financial Advisors Inc. 0.26% Add +0.1% 4,834 $442K
Red Mountain Financial, LLC 0.45% Add +0.2% 4,834 $442K
GFS Advisors, LLC 0.06% Reduce -0.4% 4,827 $441K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 4,825 $441K
Tactive Advisors, LLC 0.12% Add +3.1% 4,809 $440K
Vawter Financial, Ltd. 0.20% New 4,804 $439K
Quad-Cities Investment Group, LLC 0.19% Add +6.0% 4,799 $439K
Northern Capital Management, Inc. 0.24% No change 4,788 $438K
Lyell Wealth Management, LP 0.03% Reduce -1.0% 4,780 $437K
Boston Trust Walden Corp 0.00% Add +5.4% 4,765 $436K
Summit Trail Advisors, LLC 0.01% Reduce -39.6% 4,763 $435K
Venture Visionary Partners LLC 0.01% Add +0.9% 4,744 $434K
Farmers Trust Co. 0.07% No change 4,732 $433K
Investor's Fiduciary Advisor Network, LLC 0.15% Add +15.0% 4,726 $432K
Vannoy Advisory Group, Inc. 0.28% No change 4,699 $430K
Earned Wealth Advisors, LLC 0.07% Reduce -4.5% 4,678 $428K
Howard Financial Services, LTD. 0.05% Add +1.0% 4,641 $424K
Goelzer Investment Management, Inc. 0.02% No change 4,639 $424K
First Interstate Bank 0.02% Reduce -5.4% 4,629 $423K
Mechanics Financial Corp 0.16% Reduce -1.9% 4,603 $421K
First Manhattan Co. Llc. 0.00% Reduce -11.0% 4,602 $421K
Manske Wealth Management 0.13% Reduce -2.1% 4,594 $420K
First County Bank 0.21% Add +17.3% 4,540 $415K
IHT Wealth Management, LLC 0.01% Reduce -0.8% 4,535 $415K
Chatham Capital Group, Inc. 0.06% No change 4,525 $414K
First Hawaiian Bank 0.05% Add +1.3% 4,525 $414K
Schroder Investment Management Group 0.00% Reduce -68.1% 4,537 $413K
Gilbert & Cook, Inc. 0.05% Reduce -44.1% 4,516 $413K
GWN Securities Inc. 0.10% Reduce -41.2% 4,509 $413K
Tompkins Financial Corp. 0.03% No change 4,501 $411K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -10.0% 4,500 $411K
Mosaic Financial Group, LLC 0.29% Add +0.2% 4,485 $410K
Financial Life Planners 0.27% Reduce -5.7% 4,466 $408K
Cobblestone Capital Advisors LLC 0.02% Add +8.1% 4,440 $406K
Occidental Asset Management, LLC 0.05% No change 4,437 $406K
SKY-Mountain Capital Management, Inc. 0.28% Reduce -5.6% 4,372 $403K
Platform Technology Partners 0.10% Reduce -3.1% 4,407 $403K
Wick Capital Partners, LLC 0.10% Reduce -86.5% 4,393 $402K
Narwhal Capital Management 0.03% Reduce -10.0% 4,389 $401K
Tudor Investment Corporation 0.00% Reduce -92.7% 4,384 $401K
Partners Wealth Management, LLC 0.40% Reduce -3.0% 4,381 $401K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -20.4% 4,373 $400K
Northwest Bancshares, Inc. 0.07% Reduce -1.2% 4,351 $398K
Outlook Wealth Advisors, LLC 0.10% New 4,348 $397K
DKM Wealth Management, Inc. 0.32% Reduce -18.7% 4,337 $396K
Postrock Partners LLC 0.18% No change 4,335 $396K
Professional Advisory Services Inc. 0.05% No change 4,336 $396K
FAS Wealth Partners, Inc. 0.03% Add +16.3% 4,325 $395K
GEN Financial Management, INC. 0.34% Add +8.9% 4,323 $395K
Strategic Financial Planning, Inc. 0.23% Reduce -0.6% 4,314 $394K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -2.1% 4,304 $393K
Wilson & Boucher Capital Management, LLC 0.26% No change 4,300 $393K
HM Payson & Co. 0.01% No change 4,289 $392K
Advantage Trust Co 0.18% No change 4,288 $392K
Lam Group, Inc. 0.24% Add +0.6% 4,285 $392K
Trivium Point Advisory, LLC 0.04% Reduce -9.6% 4,284 $392K
Pennington Partners & Co., LLC 0.18% Reduce -14.1% 4,268 $390K
Davidson Trust Co. 0.16% Reduce -7.6% 4,256 $389K
Essex LLC 0.07% Add +0.9% 4,243 $388K
First National Trust Co 0.01% Reduce -0.1% 4,215 $385K
Ballast, Inc. 0.09% No change 4,185 $383K
CJM Wealth Advisers, Ltd. 0.12% Reduce -33.0% 4,177 $382K
Balefire, LLC 0.08% Reduce -4.2% 4,165 $381K
Benjamin Edwards Inc. 0.00% Reduce -2.5% 4,164 $381K
RS Crum Inc. 0.08% No change 4,155 $380K
Affinity Capital Advisors, LLC 0.06% Reduce -6.2% 4,170 $380K
Patton Albertson Miller Group, LLC 0.05% No change 4,150 $379K
ROI Financial Advisors, LLC 0.23% Reduce -12.1% 4,147 $379K
Bank of Marin 0.27% Reduce -6.6% 4,140 $378K
Future Financial Wealth Managment LLC 0.24% Reduce -0.6% 4,112 $376K
Hansen & Associates Financial Group, Inc. 0.16% New 4,118 $376K
Burk Holdings LLC 0.20% Add +19.8% 4,104 $375K
Covestor Ltd 0.20% Add +8.5% 4,051 $370K
Harpswell Capital Advisors, LLC 0.35% — 4,030 $368K
First National Bank Sioux Falls 0.11% No change 4,017 $367K
SkyOak Wealth, LLC 0.07% No change 4,009 $367K
Beckerman Institutional, LLC 0.22% Add +0.0% 4,001 $366K
American National Bank & Trust 0.04% Add +5.6% 3,987 $364K
Sage Mountain Advisors LLC 0.02% Add +6.1% 3,983 $364K
McNaughton Wealth Management, LLC 0.15% Reduce -6.1% 3,982 $364K
Berkeley Capital Partners, LLC 0.09% Add +0.5% 3,980 $364K
Lansing Street Advisors 0.10% Add +2.8% 3,979 $364K
Rockingstone Advisors LLC 0.18% Add +3.9% 3,959 $362K
Jackson Thornton Wealth Management, LLC 0.04% No change 3,978 $357K
Inspirion Wealth Advisors, LLC 0.05% Add +24.9% 3,657 $356K
TD Capital Management LLC 0.03% Add +1.0% 3,879 $355K
Claro Advisors Inc. 0.05% Reduce -12.8% 3,873 $354K
Seascape Capital Management 0.10% No change 3,862 $353K
Equity Wealth Partners, LLC 0.29% — 3,856 $353K
Perkins Coie Trust Co 0.07% Reduce -4.1% 3,856 $353K
Balanced Rock Investment Advisors LLC 0.26% Reduce -17.1% 3,854 $352K
Avalon Trust Co 0.02% Reduce -2.5% 3,850 $352K
RiverGlades Family Offices LLC 0.21% Reduce -3.0% 3,849 $352K
ProVise Management Group, LLC 0.03% Reduce -4.0% 3,833 $350K
Mattern Capital Management, LLC 0.04% No change 3,815 $349K
Liberty Wealth Management LLC 0.05% Reduce -4.4% 3,813 $349K
XML Financial, LLC 0.03% Reduce -9.5% 3,793 $347K
Cadent Capital Advisors, LLC 0.09% Reduce -30.3% 3,790 $346K
ABLE Financial Group, LLC 0.07% Reduce -22.6% 3,786 $346K
Anchor Capital Advisors LLC 0.01% Add +23.5% 3,785 $346K
McClarren Financial Advisors, Inc. 0.21% Add +11.2% 3,221 $343K
Brand Asset Management Group, Inc. 0.10% New 3,743 $342K
Linscomb Wealth, Inc. 0.01% Add +8.0% 3,743 $342K
Peak Financial Management, Inc. 0.09% Reduce -9.1% 3,743 $342K
Patten Group, Inc. 0.07% Reduce -4.3% 3,734 $341K
Quotient Wealth Partners, LLC 0.01% Reduce -8.0% 3,730 $341K
Meridian Investment Counsel Inc. 0.08% No change 3,698 $338K
Wealthstream Advisors, Inc. 0.05% No change 3,690 $337K
Parker Financial LLC 0.14% Reduce -1.7% 3,671 $336K
Forza Wealth Management, LLC 0.13% No change 3,643 $333K
SigFig Wealth Management, LLC 0.01% Add +4.7% 3,646 $333K
Roger Wittlin Investment Advisory, LLC 0.18% Reduce -12.4% 3,639 $333K
StoneX Group Inc. 0.01% Add +29.8% 3,638 $333K
Legacy Private Trust Co. 0.02% No change 3,631 $332K
Bradley Foster & Sargent Inc. 0.00% Reduce -19.3% 3,614 $330K
Barclays PLC 0.00% Add +17.3% 3,610 $330K
AssuredPartners Investment Advisors, LLC 0.07% Add +10.0% 3,592 $328K
Fee-Only Financial Planning, L.C. 0.19% No change 3,586 $328K
BLB&B Advisors, LLC 0.01% Reduce -8.1% 3,581 $327K
Parkwoods Wealth Partners, LLC 0.11% New 3,577 $327K
Busey Bank 0.01% Reduce -1.8% 3,574 $327K
Essex Financial Services, Inc. 0.02% Add +3.3% 3,554 $325K
Avidian Wealth Enterprises, LLC 0.01% Reduce -26.3% 3,529 $323K
Paces Ferry Wealth Advisors, LLC 0.13% Add +0.9% 3,511 $321K
Old North State Trust, LLC 0.20% Add +32.7% 3,510 $321K
Moloney Securities Asset Management, LLC 0.04% Reduce -3.4% 3,508 $321K
Olde Wealth Management, LLC 0.10% — 3,556 $320K
Maridea Wealth Management LLC 0.05% New 3,474 $320K
Blossom Wealth Management 0.52% Reduce -5.0% 3,494 $319K
Gemmer Asset Management LLC 0.03% Add +29.3% 3,482 $318K
Stockman Wealth Management, Inc. 0.04% No change 3,482 $318K
Brookwood Investment Group LLC 0.04% Reduce -10.5% 3,470 $317K
McDaniel Terry & Co. 0.03% No change 3,467 $317K
Morris Financial Concepts, Inc. 0.11% Add +35.7% 3,448 $315K
Financial Freedom, LLC 0.16% Add +0.5% 3,446 $315K
Greykasell Wealth Strategies, Inc. 0.13% Reduce -0.5% 3,422 $313K
Key Financial Inc 0.06% Reduce -47.3% 3,412 $312K
Charter Oak Capital Management, LLC 0.02% Add +5.3% 3,399 $311K
Gold Investment Management Ltd. 0.10% Add +0.8% 3,359 $307K
SteelPeak Wealth, LLC 0.01% Add +0.5% 3,359 $307K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.0% 3,349 $306K
Eagle Bluffs Wealth Management LLC 0.13% Reduce -2.6% 3,348 $306K
Synergy Financial Group, LTD 0.21% No change 3,345 $306K
Headinvest, LLC 0.06% No change 3,332 $305K
Embree Financial Group 0.04% Add +0.0% 3,325 $304K
Silver Oak Securities, Incorporated 0.02% Reduce -43.9% 3,320 $303K
Clark Asset Management, LLC 0.04% Reduce -29.2% 3,309 $303K
Sage Rhino Capital LLC 0.06% Add +0.0% 3,307 $302K
Prosperity Planning, Inc. 0.11% Reduce -1.6% 3,304 $302K
M1 Capital Management LLC 0.13% Add +0.8% 3,285 $300K
Atwater Malick LLC 0.09% No change 3,285 $300K
Weaver Consulting Group 0.08% Add +3.2% 3,265 $298K
Capstone Wealth Management Group LLC 0.19% Add +21.1% 3,265 $298K
Pinney & Scofield, Inc. 0.19% Add +0.1% 3,262 $298K
Burling Wealth Partners, LLC 0.05% No change 3,260 $298K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $298K
Brown Brothers Harriman & Co. 0.00% Add +16.0% 3,259 $298K
Strategic Financial Partners, Ltd. 0.14% Reduce -5.8% 3,255 $298K
IFC Advisors LLC 0.05% No change 3,229 $295K
Life Planning Partners, Inc 0.22% Reduce -11.9% 3,222 $295K
Angeles Wealth Management, LLC 0.02% Reduce -1.1% 3,204 $293K
Select Asset Management & Trust 0.09% Add +1.7% 3,197 $292K
Security National Bank of So Dak 0.15% Reduce -0.8% 3,190 $292K
Financial Insights, Inc. 0.10% No change 3,183 $291K
Great Valley Advisor Group, Inc. 0.01% Reduce -12.2% 3,181 $291K
Cooper/Haims Advisors, LLC 0.14% Add +0.1% 3,179 $291K
Wealth Architects, LLC 0.03% No change 3,178 $291K
GeoWealth Management, LLC 0.01% Reduce -43.3% 3,173 $290K
Quadrant Private Wealth Management, LLC 0.05% Reduce -14.4% 3,172 $290K
USA Financial Formulas 0.05% New 3,164 $289K
Colony Family Offices, LLC 0.07% No change 3,159 $289K
McAdam, LLC 0.01% Reduce -4.5% 3,157 $289K
Capital Asset Advisory Services LLC 0.01% Reduce -0.7% 3,155 $288K
McNamara Financial Services, Inc. 0.05% Add +4.5% 3,135 $287K
Tandem Capital Management Corp. 0.13% No change 3,122 $285K
SwitchPoint Financial Planning, LLC 0.21% Add +0.7% 3,112 $285K
Core Wealth Advisors, Inc. 0.07% New 3,098 $283K
PBMares Wealth Management LLC 0.05% Add +5.3% 3,091 $283K
Avantax Planning Partners, Inc. 0.01% Reduce -1.1% 3,089 $282K
Heritage Family Offices, LLP 0.13% Add +1.9% 3,087 $282K
Oceanside Advisors LLC 0.18% Add +0.7% 3,072 $281K
RFP Financial Group LLC 0.11% Reduce -1.7% 3,147 $280K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.2% 3,061 $280K
Morton Brown Family Wealth, LLC 0.08% No change 3,052 $279K
AllSquare Wealth Management LLC 0.15% Reduce -0.7% 3,047 $279K
Iowa State Bank 0.05% No change 3,045 $278K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -20.5% 3,048 $278K
Keystone Financial Group 0.02% Add +0.2% 3,037 $278K
Resolute Advisors LLC 0.07% Reduce -0.0% 3,036 $278K
Arrowroot Family Office, LLC 0.11% Add +0.0% 3,021 $276K
Sheets Smith Wealth Management 0.03% Add +2.2% 3,017 $276K
Stonebridge Financial Group, LLC 0.02% No change 3,008 $275K
Davis R M Inc. 0.00% Reduce -4.3% 3,005 $275K
Birchcreek Wealth Management, LLC 0.14% Add +5.7% 3,005 $275K
Joseph P. Lucia & Associates, LLC 0.10% Add +9.1% 3,004 $275K
Alexander Randolph Advisory, Inc. 0.23% Add +2.5% 3,000 $274K
Transatlantique Private Wealth LLC 0.09% No change 3,000 $274K
Lincoln Capital LLC 0.05% No change 3,000 $274K
Hoxton Planning & Management, LLC 0.09% Reduce -2.8% 2,997 $274K
Delta Capital Management LLC 0.14% No change 3,000 $274K
Axis Wealth Partners, LLC 0.16% Add +0.6% 2,986 $273K
Bristlecone Advisors, LLC 0.02% No change 2,986 $273K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.3% 2,981 $273K
Calamos Wealth Management LLC 0.01% Add +7.7% 2,980 $272K
First Trust Advisors LP 0.00% Add +3.5% 2,980 $272K
Topel & Distasi Wealth Management, LLC 0.13% Reduce -3.9% 2,967 $271K
Harbour Capital Advisors, LLC 0.06% No change 3,000 $271K
New England Private Wealth Advisors LLC 0.04% Add +10.3% 2,950 $270K
Finward Bancorp 0.20% New 2,949 $270K
21 West Wealth Management LLC 0.26% Add +0.4% 2,949 $270K
First Commonwealth Financial Corp 0.05% Reduce -4.2% 2,948 $270K
MorganRosel Wealth Management, LLC 0.07% Add +3.4% 2,945 $269K
Evolution Wealth Advisors, LLC 0.04% No change 2,940 $269K
Red Lighthouse Investment Management, LLC 0.09% No change 2,929 $268K
Abich Financial Wealth Management LLC 0.10% — 2,927 $268K
Flywheel Private Wealth LLC 0.21% New 2,919 $267K
Haverford Trust Co 0.00% Reduce -83.6% 2,903 $265K
Hopwood Financial Services, Inc. 0.18% No change 2,895 $265K
Sprinkle Financial Consultants LLC 0.15% Add +0.8% 2,889 $264K
Seneschal Advisors, LLC 0.19% No change 2,886 $264K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -26.2% 2,885 $264K
Guidance Point Advisors, LLC 0.07% Add +0.7% 2,875 $263K
Jupiter Wealth Management LLC 0.12% No change 2,874 $263K
Landmark Wealth Management, LLC 0.10% Add +1.6% 2,872 $263K
Cascade Investment Group, Inc. 0.17% No change 2,867 $262K
Westmount Partners, LLC 0.07% Add +0.7% 2,861 $262K
Twelve Points Wealth Management LLC 0.07% Reduce -4.2% 2,861 $262K
Duncan Williams Asset Management, LLC 0.07% Reduce -9.0% 2,861 $262K
Melfa Wealth Management, Inc. 0.15% Add +0.6% 2,855 $261K
SWS Partners 0.06% Add +0.3% 2,850 $261K
Aua Capital Management, LLC 0.15% No change 2,845 $260K
Elite Financial, Inc. 0.12% Add +2.0% 2,883 $260K
Ade, LLC 0.13% Reduce -0.1% 2,834 $259K
Moseley Investment Management Inc. 0.08% No change 2,832 $259K
PFG Advisors 0.01% New 2,829 $259K
Fort Sheridan Advisors LLC 0.03% Reduce -32.1% 2,827 $258K
American Money Management, LLC 0.04% Reduce -3.3% 2,822 $258K
Ascent Group, LLC 0.01% Add +17.9% 2,814 $257K
Davis Capital Management 0.18% — 2,813 $257K
Obsidian Cio, LLC 0.03% New 2,811 $257K
Bensler, LLC 0.03% Add +0.2% 2,804 $256K
SC&H Financial Advisors, Inc. 0.04% Add +0.8% 2,802 $256K
Murphy & Mullick Capital Management Corp 0.19% No change 2,795 $255K
RDA Financial Network 0.06% Add +2.0% 2,792 $255K
PKS Advisory Services, LLC 0.06% Reduce -18.1% 2,792 $255K
Capital Advisory Group Advisory Services, LLC 0.08% Add +6.3% 2,781 $254K
Ignite Planners, LLC 0.04% Reduce -3.5% 2,779 $254K
ETF Store, Inc. 0.27% Add +1.6% 2,757 $252K
McElhenny Sheffield Capital Management, LLC 0.06% Reduce -56.3% 2,755 $252K
Compass Financial Group, INC 0.04% Add +0.5% 2,742 $251K
CBIZ Investment Advisory Services, LLC 0.01% Add +2.9% 2,738 $250K
Perennial Investment Advisors, LLC 0.02% Reduce -17.7% 2,728 $249K
Tenret Co LLC 0.13% No change 2,695 $246K
Citizens & Northern Corp. 0.06% New 2,683 $245K
Citizens National Bank Trust Department 0.04% No change 2,683 $245K
Cypress Capital Group 0.03% No change 2,661 $243K
Paladin Advisory Group, LLC 0.19% Reduce -5.0% 2,660 $243K
Diversified Trust Co. 0.00% Add +4.7% 2,659 $243K
Legacy Advisors, LLC 0.03% — 2,646 $242K
Brickley Wealth Management 0.04% No change 2,630 $240K
Allegheny Financial Group 0.04% Reduce -6.7% 2,629 $240K
MKT Advisors LLC 0.09% No change 2,623 $240K
Horst & Graben Wealth Management LLC 0.04% Add +1.0% 2,615 $239K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% No change 2,570 $238K
Atalanta Sosnoff Capital, LLC 0.00% New 2,601 $238K
Strategic Wealth Partners, Ltd. 0.02% Add +5.3% 2,585 $236K
Strengthening Families & Communities, LLC 0.05% New 2,584 $236K
Auour Investments LLC 0.08% Add +4.7% 2,579 $236K
Disciplina Capital Management LLC 0.03% Add +1.2% 2,574 $235K
TCP Asset Management, LLC 0.04% Reduce -0.2% 2,573 $235K
LM Advisors LLC 0.03% Reduce -93.7% 2,571 $235K
Kendall Capital Management 0.05% No change 2,570 $235K
Sageworth Trust Co 0.01% New 2,563 $234K
Van Hulzen Asset Management, LLC 0.02% Reduce -17.7% 2,560 $234K
Moors & Cabot, Inc. 0.01% No change 2,555 $234K
Trust Point Inc. 0.02% No change 2,554 $233K
Smith & Howard Wealth Management, LLC 0.05% No change 2,548 $233K
Wood Tarver Financial Group, LLC 0.07% No change 2,541 $232K
Aegis Wealth Management LLC 0.12% New 2,534 $232K
Lee Danner & Bass Inc. 0.02% No change 2,534 $232K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.9% 2,533 $232K
Atlantic Edge Private Wealth Management, LLC 0.06% No change 2,528 $231K
Latitude Advisors, LLC 0.11% Reduce -9.7% 2,525 $231K
Orleans Capital Management Corp. 0.15% Reduce -22.5% 2,520 $230K
Lion Street Advisors, LLC 0.08% New 2,107 $230K
Capital Square, LLC 0.12% Add +2.6% 2,504 $229K
Crestwood Advisors Group, LLC 0.00% Reduce -2.1% 2,502 $229K
Cadence Bank 0.01% New 2,489 $228K
Center for Financial Planning, Inc. 0.02% Reduce -7.0% 2,484 $227K
Oak Asset Management, LLC 0.08% No change 2,483 $227K
TOWER TRUST & INVESTMENT Co 0.15% Add +4.2% 2,482 $227K
Orin Green Financial, LLC 0.09% No change 2,459 $225K
Leigh Baldwin & Co., LLC 0.13% New 2,458 $225K
Private Client Services, LLC 0.08% Reduce -26.2% 2,458 $225K
Insight Advisors, LLC/ PA 0.03% Reduce -20.1% 2,452 $224K
Sellwood Investment Partners LLC 0.09% Add +5.9% 2,449 $224K
ZEGA Investments, LLC 0.05% Reduce -18.4% 2,448 $224K
Perissos Private Wealth Management, LLC 0.16% Reduce -29.7% 2,446 $224K
Panoramic Investment Advisors, LLC 0.13% Add +0.4% 2,444 $223K
Prostatis Group LLC 0.06% New 2,444 $223K
Lokken Investment Group LLC 0.08% Reduce -2.9% 2,442 $223K
RBA Wealth Management, LLC 0.08% Reduce -15.5% 2,427 $222K
Valley National Advisers Inc. 0.03% No change 2,423 $221K
CGC Financial Services, LLC 0.06% No change 2,405 $220K
Advyzon Investment Management, LLC 0.04% Add +4.0% 2,405 $220K
Naples Global Advisors, LLC 0.02% New 2,379 $217K
Ledyard National Bank 0.02% Reduce -12.9% 2,369 $217K
German American Bancorp, Inc. 0.02% No change 2,364 $216K
Columbia River Financial Group, LLC 0.13% Reduce -4.3% 2,397 $216K
Exchange Bank 0.15% Reduce -45.2% 2,358 $216K
Traynor Capital Management, Inc. 0.01% Reduce -5.2% 2,345 $214K
Beacon Financial Group 0.02% Add +3.3% 2,339 $214K
Sonora Investment Management Group, LLC 0.02% Reduce -0.8% 2,339 $214K
BlueStem Wealth Partners, LLC 0.02% Add +1.0% 2,336 $214K
Capital Advisors, Ltd. LLC 0.02% No change 2,304 $211K
Aviso Wealth Management 0.09% No change 2,307 $211K
W.H. Cornerstone Investments Inc. 0.13% New 2,304 $211K
Onyx Bridge Wealth Group LLC 0.02% Reduce -49.5% 2,301 $210K
Waterloo Capital, L.P. 0.02% Add +1.5% 2,297 $210K
Security National Bank of Sioux City Iowa 0.14% Add +0.2% 2,289 $209K
Lodestone Wealth Management LLC 0.09% Reduce -0.4% 2,287 $209K
Grove Street Fiduciary, LLC 0.10% Reduce -7.1% 2,273 $208K
Atlanta Consulting Group Advisors, LLC 0.05% No change 2,271 $208K
First Financial Group Corp 0.18% New 2,268 $207K
Cottage Street Advisors LLC 0.09% New 2,262 $207K
Jefferies Financial Group Inc. 0.00% No change 2,257 $206K
Fortis Capital Management LLC 0.03% No change 2,254 $206K
American State Bank (Iowa) 0.10% New 2,253 $206K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -8.3% 2,252 $206K
Old Mission Investment Co LLC 0.05% New 2,246 $205K
Windward Private Wealth Management Inc. 0.07% New 2,238 $205K
Catalyst Financial Partners LLC 0.02% New 2,238 $205K
North Star Asset Management Inc. 0.01% Reduce -6.8% 2,235 $204K
Drucker Wealth 3.0, LLC 0.04% Reduce -79.4% 2,230 $204K
MGB Wealth Management, LLC 0.06% Add +0.0% 2,228 $204K
AdvisorNet Financial, Inc 0.01% Add +1.2% 2,227 $204K
Dynamic Wealth Strategies, LLC 0.14% Add +0.9% 2,226 $204K
Romano Brothers and Company 0.02% Reduce -1.8% 2,222 $203K
Quest Investment Management LLC 0.02% New 2,219 $203K
SouthState Bank Corp 0.01% Reduce -11.9% 2,218 $203K
Ironwood Financial, llc 0.04% New 2,217 $203K
Integrity Alliance, Llc. 0.01% Reduce -11.1% 2,214 $202K
Magnolia Private Wealth, LLC 0.15% Reduce -36.6% 2,211 $202K
DecisionMap Wealth Management, LLC 0.13% New 2,208 $202K
Mycio Wealth Partners, LLC 0.05% No change 2,200 $201K
Ballast Advisors LLC 0.06% Add +5.0% 2,186 $200K
Greenline Partners, LLC 0.02% New 2,166 $198K
GW&K Investment Management, LLC 0.00% Add +608.3% 2,125 $194K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 2,000 $183K
Glassman Wealth Services 0.03% Reduce -5.3% 1,991 $182K
FSA Wealth Management LLC 0.06% Add +0.5% 1,957 $175K
Archer Investment Corp 0.04% Add +0.1% 1,911 $175K
Hilltop National Bank 0.04% No change 1,862 $170K
Pension & Wealth Management Advisors, Inc. 0.05% No change 1,850 $169K
N.E.W. Advisory Services LLC 0.01% No change 1,795 $164K
Hanson & Doremus Investment Management 0.02% Add +4.3% 1,738 $159K
Creative Financial Designs Inc. 0.01% Add +0.2% 1,707 $156K
LFA - Lugano Financial Advisors SA 0.08% No change 1,669 $153K
Asset Dedication, LLC 0.01% Reduce -30.0% 1,652 $151K
MJT & Associates Financial Advisory Group, Inc. 0.12% Reduce -1.0% 1,621 $148K
Deutsche Bank AG 0.00% No change 1,605 $147K
MCF Advisors LLC 0.01% No change 1,588 $145K
Capital Investment Advisory Services, LLC 0.01% Add +13.4% 1,568 $143K
Valued Wealth Advisors LLC 0.07% Reduce -2.4% 1,563 $143K
Accredited Wealth Management, LLC 0.11% Reduce -36.3% 955 $142K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,530 $139K
Oakworth Capital, Inc. 0.01% Add +0.7% 1,522 $139K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,511 $138K
Chapman Financial Group, LLC 0.10% Add +43.2% 1,508 $138K
Pingora Partners LLC 0.09% No change 1,500 $137K
Keystone Financial Group, Inc. 0.08% Reduce -7.4% 1,498 $137K
Bare Financial Services, Inc 0.04% No change 1,434 $131K
2UniFi Bank 0.06% No change 1,364 $125K
Trust Co. of Toledo NA 0.01% Reduce -3.6% 1,327 $121K
Signaturefd, LLC 0.00% Reduce -8.7% 1,304 $119K
Ameriflex Group, Inc. 0.04% Add +123.0% 1,302 $119K
Marquette Asset Management, LLC 0.02% No change 1,300 $119K
Cornerstone Planning Group LLC 0.02% Reduce -13.3% 262 $117K
LOM Asset Management Ltd 0.04% Reduce -33.0% 1,272 $116K
Urban Financial Advisory Corp 0.05% No change 1,266 $116K
Topsail Wealth Management, LLC 0.02% No change 1,260 $115K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,239 $113K
Knights of Columbus Asset Advisors LLC 0.01% Add +21.3% 1,229 $112K
KERR FINANCIAL PLANNING Corp 0.15% — 1,196 $107K
Granite FO LLC 0.06% No change 1,159 $106K
Graney & King, LLC 0.07% Add +0.2% 1,131 $103K
Atwood & Palmer Inc. 0.01% Reduce -11.6% 1,112 $102K
Park Place Capital Corp 0.02% No change 1,111 $102K
Aspect Partners, LLC 0.05% Add +0.5% 1,104 $101K
First Pacific Financial 0.01% Reduce -4.9% 1,084 $99K
Toth Financial Advisory Corp. 0.01% No change 1,065 $97K
Clearstead Trust, LLC 0.02% No change 1,064 $97K
CNB Bank 0.04% No change 1,003 $92K
Howe & Rusling Inc. 0.01% No change 982 $90K
City State Bank 0.03% Reduce -1.9% 966 $88K
Generali Asset Management SPA SGR 0.00% No change 960 $88K
Washington Trust Advisors, Inc. 0.01% Add +6.9% 929 $85K
Hurley Capital, LLC 0.05% No change 914 $84K
GAMMA Investing LLC 0.00% Add +11.1% 870 $80K
Creative Capital Management Investments LLC 0.03% Add +27.1% 859 $79K
Pacifica Partners Inc. 0.03% No change 852 $78K
Edmond DE Rothschild Holding S.A. 0.00% No change 850 $78K
Realta Investment Advisors 0.03% Add +6.3% 845 $77K
Fairman Group, LLC 0.06% Add +1.0% 822 $75K
Hollencrest Capital Management 0.00% No change 805 $74K
Salomon & Ludwin, LLC 0.01% No change 796 $73K
Flagship Wealth Advisors, LLC 0.02% No change 786 $72K
Alerus Financial NA 0.00% No change 786 $72K
Armor Investment Advisors, LLC 0.02% Reduce -28.0% 783 $72K
NBZ Investment Advisors LLC 0.04% New 760 $69K
Steigerwald, Gordon & Koch Inc. 0.01% New 748 $68K
Costello Asset Management, INC 0.02% Reduce -44.4% 744 $68K
Jackson Hole Capital Partners, LLC 0.01% Add +0.4% 736 $67K
Standard Family Office LLC 0.07% No change 704 $64K
EPG Wealth Management LLC 0.02% Add +2.4% 685 $63K
Aberdeen Wealth Management LLC 0.04% Add +0.1% 685 $63K
Sittner & Nelson, LLC 0.02% No change 674 $62K
Kings Path Partners LLC 0.02% No change 672 $61K
BLKBRD Asset Management, LP 0.02% New 667 $61K
Bogart Wealth, LLC 0.00% Reduce -18.6% 665 $61K
Founders Financial Alliance, LLC 0.01% Add +59.6% 648 $59K
Rosenberg Matthew Hamilton 0.01% No change 642 $59K
BankPlus Trust Department 0.02% No change 640 $59K
Pin Oak Investment Advisors Inc. 0.04% Add +736.8% 636 $58K
Financial Consulate, Inc. 0.01% New 630 $58K
Smallwood Wealth Investment Management, LLC 0.03% No change 630 $58K
Albion Financial Group 0.00% No change 627 $57K
Main Street Group, LTD 0.02% No change 600 $55K
Rossby Financial, LCC 0.02% Add +76.8% 594 $54K
Rice Partnership, LLC 0.01% Add +5.3% 580 $53K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $52K
MPWM Advisory Solutions, LLC 0.03% No change 538 $49K
Garland Capital Management Inc. 0.66% Reduce -36.8% 524 $48K
Heartwood Wealth Advisors LLC 0.00% New 515 $47K
Minot DeBlois Advisors LLC 0.04% No change 514 $47K
Corsicana & Co. 0.03% — 510 $47K
Wealth Watch Advisors, INC 0.02% New 510 $47K
Teachers Insurance & Annuity Association of America 0.06% No change 504 $46K
Thompson Investment Management, Inc. 0.01% New 488 $45K
Princeton Global Asset Management LLC 0.01% Reduce -15.4% 484 $44K
Transamerica Financial Advisors, LLC 0.00% Add +7.8% 482 $44K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -26.0% 480 $44K
Texas Capital Bancshares Inc 0.02% New 476 $44K
Bellevue Asset Management, LLC 0.02% Reduce -56.3% 466 $43K
LGT Financial Advisors LLC 0.09% No change 465 $43K
Boyd Watterson Asset Management LLC 0.01% No change 462 $42K
GHP Investment Advisors, Inc. 0.00% No change 439 $40K
Creekmur Asset Management LLC 0.01% Add +0.9% 438 $40K
ESL Trust Services, LLC 0.01% Reduce -14.8% 431 $39K
Integrity Financial Corp 0.02% Reduce -53.0% 408 $37K
Founders Capital Management 0.02% No change 400 $37K
Kathleen S. Wright Associates Inc. 0.01% No change 400 $37K
Cranbrook Wealth Management, LLC 0.01% Reduce -83.7% 399 $36K
Palisade Asset Management, LLC 0.00% New 393 $36K
Cullen/Frost Bankers, Inc. 0.00% Reduce -70.9% 390 $36K
Roxbury Financial LLC 0.03% Add +0.3% 388 $35K
Richard W. Paul & Associates, LLC 0.01% No change 382 $35K
Pflug Koory, LLC 0.02% Add +0.5% 369 $34K
Barnes Dennig Private Wealth Management LLC 0.04% No change 365 $33K
Smartleaf Asset Management LLC 0.00% Add +3.1% 366 $33K
Cedar Mountain Advisors, LLC 0.01% Reduce -74.0% 363 $33K
Operose Advisors LLC 0.01% New 360 $33K
Hazlett, Burt & Watson, Inc. 0.01% No change 348 $32K
Caldwell Sutter Capital, Inc. 0.01% Reduce -12.9% 337 $31K
Quest 10 Wealth Builders, Inc. 0.03% Add +0.6% 335 $31K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 334 $31K
1620 Investment Advisors, Inc. 0.02% Reduce -42.9% 333 $30K
Copia Wealth Management 0.02% No change 327 $30K
Pathway Financial Advisers, LLC 0.01% New 324 $30K
NFSG Corp 0.00% Reduce -33.0% 320 $29K
Tsfg, LLC 0.00% Reduce -3.0% 319 $29K
Hantz Financial Services, Inc. 0.00% No change 313 $29K
Nemes Rush Group LLC 0.00% Add +1.0% 315 $29K
Golden State Wealth Management, LLC 0.00% Add +1.0% 313 $29K
Colonial Trust Advisors 0.00% No change 312 $29K
Tidemark, LLC 0.01% No change 310 $28K
Resources Management Corp. /CT/ 0.00% Reduce -72.6% 305 $28K
Allspring Global Investments Holdings, LLC 0.00% No change 307 $28K
Adirondack Trust Co. 0.01% No change 300 $27K
CKW Financial Group 0.00% No change 300 $27K
Gen-Wealth Partners Inc 0.01% Add +2.1% 295 $27K
Godsey & Gibb, Inc. 0.00% No change 291 $27K
Caitlin John, LLC 0.02% New 285 $26K
Sterling Capital Management LLC 0.00% No change 272 $25K
Promus Capital, LLC 0.02% No change 268 $25K
Evelyn Partners Investment Management (Europe) Ltd 0.01% New 268 $25K
Consultiva Wealth Management, Corp. 0.07% No change 265 $24K
Cape Investment Advisory, Inc. 0.02% Reduce -81.9% 259 $24K
Longview Financial Advisors LLC 0.01% No change 254 $23K
Security National Bank 0.00% New 252 $23K
Missouri Trust & Investment Co 0.01% Reduce -9.1% 250 $23K
Joseph Group Capital Management 0.01% Reduce -2.3% 250 $23K
Legacy Bridge, LLC 0.01% No change 244 $22K
Evermay Wealth Management LLC 0.00% No change 243 $22K
Tradewinds Capital Management, LLC 0.01% Reduce -11.7% 241 $22K
Register Financial Advisors LLC 0.01% Reduce -17.2% 241 $22K
CX Institutional 0.00% Reduce -51.9% 237 $22K
SOA Wealth Advisors, LLC. 0.00% Reduce -19.2% 227 $21K
Millstone Evans Group, LLC 0.01% No change 225 $21K
Van Den Berg Management I, Inc. 0.01% Reduce -0.9% 220 $20K
Eukles Asset Management 0.01% No change 214 $20K
Islay Capital Management, LLC 0.01% No change 205 $19K
MTM Investment Management, LLC 0.01% No change 202 $18K
Richardson Capital Management LLC 0.01% New 201 $18K
Crowley Wealth Management, Inc. 0.01% No change 200 $18K
FWL Investment Management, LLC 0.00% No change 200 $18K
Rise Advisors, LLC 0.01% Reduce -34.4% 200 $18K
Dakota Community Bank & Trust NA 0.07% No change 199 $18K
Townsend Asset Management Corp. /NC/ 0.01% No change 194 $18K
Cary Street Partners Investment Advisory LLC 0.01% New 190 $17K
Ulland Investment Advisors, LLC 0.01% No change 170 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -69.1% 175 $16K
S&T Bank 0.00% No change 175 $16K
Plante Moran Financial Advisors, LLC 0.00% Reduce -30.8% 175 $16K
Guerra Advisors Inc 0.01% New 174 $16K
High Note Wealth, LLC 0.00% Reduce -25.1% 173 $16K
Fortis Group Advisors, LLC 0.00% No change 167 $15K
Compass Financial Services Inc 0.01% Add +1.2% 163 $15K
Harbor Asset Planning, Inc. 0.01% Add +0.6% 159 $15K
JPL Wealth Management, LLC 0.00% New 150 $14K
Coastline Trust Co 0.00% No change 150 $14K
IMA Advisory Services, Inc. 0.00% No change 136 $12K
Legacy Wealth Managment, LLC 0.01% Add +118.0% 133 $12K
Delta Asset Management LLC 0.00% Add +0.8% 128 $12K
SRH Advisors, LLC 0.00% No change 125 $11K
Bollard Group LLC 0.00% Add +1.6% 125 $11K
Fortitude Family Office, LLC 0.00% No change 117 $11K
Sunbelt Securities, Inc. 0.00% Reduce -48.2% 114 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +91.5% 113 $10K
Mountain Hill Investment Partners Corp. 0.01% Add +909.1% 111 $10K
Friedenthal Financial 0.01% No change 106 $10K
Painted Porch Advisors LLC 0.00% Reduce -13.3% 104 $10K
Main Management LLC 0.00% New 100 $9K
Kilter Group LLC 0.00% Reduce -1.0% 97 $9K
GPS Wealth Strategies Group, LLC 0.00% Reduce -64.4% 94 $9K
TruNorth Capital Management, LLC 0.00% Reduce -44.9% 86 $8K
Tower View Wealth Management LLC 0.00% No change 84 $8K
Foster Dykema Cabot & Partners, LLC 0.00% No change 78 $7K
Reyes Financial Architecture, Inc. 0.00% Reduce -80.2% 73 $7K
Family Legacy Financial Solutions, LLC 0.00% New 69 $6K
Frazier Financial Advisors, LLC 0.00% Reduce -92.7% 61 $6K
Chesapeake Asset Management LLC 0.00% No change 60 $5K
Proathlete Wealth Management LLC 0.00% Add +1.8% 57 $5K
Robinswood Financial LLC 0.00% No change 54 $5K
Winthrop Capital Management, LLC 0.00% No change 57 $5K
Concord Wealth Partners 0.00% Add +2.0% 52 $5K
Innovative Advisory Group, LLC 0.00% No change 50 $5K
Blume Capital Management, Inc. 0.00% New 50 $5K
IAG Wealth Partners, LLC 0.00% No change 50 $5K
GoalVest Advisory LLC 0.00% No change 44 $4K
Horizon Investments, LLC 0.00% New 44 $4K
Cloud Capital Management, LLC 0.00% New 46 $4K
POM Investment Strategies, LLC 0.00% New 42 $4K
Northwest Capital Management Inc 0.00% No change 37 $3K
HighMark Wealth Management LLC 0.00% New 36 $3K
Investors Research Corp 0.00% Add +2.9% 35 $3K
Financial Gravity Asset Management, Inc. 0.00% — 34 $3K
Coston, McIsaac & Partners 0.00% No change 37 $3K
ORG Partners LLC 0.00% No change 32 $3K
Hughes Financial Services, LLC 0.00% Reduce -74.8% 31 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 28 $3K
Fiduciary Advisors, Inc. 0.00% New 28 $3K
Allianz Asset Management GmbH 0.00% Add +8.0% 27 $2K
Eastern Bank 0.00% No change 22 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Cheviot Value Management, LLC 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% Add +6.7% 16 $1K
Broadwater Capital Management LLC 0.00% Reduce -98.9% 15 $1K
SJS Investment Consulting Inc. 0.00% No change 13 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Gould Capital, LLC 0.00% No change 11 $1K
Stephens Consulting, LLC 0.00% Reduce -97.8% 11 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Hoey Investments, Inc. 0.00% Add +28.6% 9 $823
Activest Wealth Management 0.00% No change 7 $651
Quaker Wealth Management, LLC 0.00% No change 7 $640
Wealth Preservation Advisors, LLC 0.00% No change 6 $549
Prudent Man Investment Management, Inc. 0.00% No change 6 $535
Addison Advisors LLC 0.00% No change 5 $419
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -100.0% 2 $182
Strategic Investment Solutions, Inc. 0.00% No change 1 $65
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.