Vanguard Real Estate ETFVNQETF

13F holders, Q4 2025 (December 31)
1,765holders +86
104new positions
95sold out
6famous investors
$88.50avg. 13F price*

At the end of Q4 2025, 1,765 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 86 from Q3 2025. 104 opened new positions and 95 sold out. The largest holders were Empower Advisory Group, LLC ($1.4B), Creative Planning ($1.1B) and Northwestern Mutual Wealth Management Co. ($1.1B). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions104$417.0M
Exits95$256.9M

All 13F filers, Q3 2025 → Q4 2025: 15,395,084 shares bought and 11,933,400 shares sold, net +3,461,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,765 holders

Empower Advisory Group, LLC 3.86% Add +7.6% 16,150,941 $1.4B
Creative Planning 0.82% Reduce -2.9% 12,870,569 $1.1B
Northwestern Mutual Wealth Management Co. 0.67% Add +9.4% 11,994,193 $1.1B
Bank of America Corp. 0.07% Add +2.0% 10,328,207 $913.9M
Wealthfront Advisers LLC 1.99% Add +7.4% 10,039,327 $888.4M
Morgan Stanley 0.05% Add +1.1% 9,890,313 $875.2M
State of New Jersey Common Pension Fund D 2.75% No change 8,598,869 $760.9M
JPMorgan Chase & Co. 0.05% Reduce -4.9% 8,113,376 $718.0M
US Bancorp \de 0.53% Reduce -0.9% 5,128,192 $453.8M
Prudential Financial Inc. 0.52% Add +3.7% 4,852,876 $433.0M
Wells Fargo & Company 0.07% Reduce -2.7% 4,205,539 $372.1M
Two Sigma Investments, LP 0.50% New 3,573,400 $316.2M
Financial Engines Advisors L.L.C. 0.57% Add +1.6% 3,370,746 $298.3M
Bank of New York Mellon Corp 0.04% Add +0.6% 2,695,086 $238.5M
Goldman Sachs Group Inc. 0.03% Reduce -11.9% 2,542,082 $224.9M
State of Tennessee, Department of Treasury 0.66% Reduce -5.3% 2,273,759 $206.5M
LPL Financial LLC 0.05% Reduce -1.5% 2,207,178 $195.3M
Pure Financial Advisors, LLC 2.80% Add +6.5% 2,114,060 $187.1M
Cetera Investment Advisers 0.20% Add +2.4% 2,084,736 $184.5M
Mariner, LLC 0.21% Reduce -0.3% 1,986,060 $175.8M
Sand Hill Global Advisors, LLC 5.14% Add +2.5% 1,663,150 $147.2M
Envestnet Asset Management Inc. 0.04% Reduce -24.0% 1,657,240 $146.6M
Royal Bank of Canada 0.02% Add +6.8% 1,548,730 $137.0M
Ballentine Partners, LLC 1.87% Add +2.6% 1,506,199 $133.3M
Fifth Third Bancorp 0.42% Reduce -1.5% 1,503,310 $133.0M
Raymond James Financial Inc. 0.04% Add +5.4% 1,478,811 $130.9M
Vista Capital Partners, Inc. 12.24% Add +7.5% 1,401,156 $124.0M
UBS Group AG 0.02% Reduce -26.7% 1,396,701 $123.6M
Gibson Capital, LLC 21.43% Add +6.0% 1,320,172 $116.8M
Millburn Ridgefield LLC 2.48% No change 1,174,363 $103.9M
Catalyst Capital Advisors LLC 2.14% No change 1,174,363 $103.9M
Corient Private Wealth LP 0.14% Add +9.7% 1,113,400 $100.4M
PNC Financial Services Group, Inc. 0.05% Reduce -12.5% 1,046,044 $92.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -42.1% 917,799 $81.2M
Assetmark, Inc. 0.16% Add +3.1% 861,933 $76.3M
Citigroup Inc. 0.05% Add +13.3% 860,210 $76.1M
Vanderbilt University 12.94% Add +0.9% 856,425 $75.8M
Glenmede Trust Co. NA 0.36% — 855,932 $75.7M
Seven Post Investment Office LP 26.61% Add +0.9% 841,036 $74.4M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -5.9% 800,000 $70.8M
Beacon Capital Management, Inc. 3.69% Reduce -10.8% 779,768 $69.0M
Ameriprise Financial Inc. 0.02% Reduce -2.1% 755,682 $66.9M
HighTower Advisors, LLC 0.07% Reduce -3.0% 723,048 $64.0M
Evergreen Capital Management LLC 1.40% Add +90.2% 708,773 $62.7M
Pathstone Holdings, LLC 0.24% Reduce -0.8% 690,220 $61.1M
Stifel Financial Corp. 0.05% Add +1.4% 688,621 $60.9M
United Capital Financial Advisors, LLC 0.36% Reduce -9.2% 679,714 $60.1M
Commonwealth Equity Services, LLC 0.08% Reduce -8.1% 658,393 $58.3M
Capital Investment Advisors, LLC 0.89% Add +34.0% 658,360 $58.3M
Bank of Montreal 0.02% Add +428.8% 655,107 $58.0M
Midwest Trust Co 0.69% Add +2.0% 624,194 $55.2M
Steward Partners Investment Advisory, LLC 0.30% Add +14.9% 620,337 $54.9M
Efficient Advisors, LLC 3.13% Add +2.9% 606,676 $53.7M
First Command Advisory Services, Inc. 0.37% Add +1.9% 601,250 $53.2M
Cerity Partners LLC 0.08% Reduce -1.3% 596,195 $52.8M
Pennsylvania State University 27.16% — 592,234 $52.4M
Osaic Holdings, Inc. 0.08% Reduce -10.1% 585,466 $51.8M
Rebalance, LLC 2.97% Reduce -1.6% 573,616 $50.8M
Sumitomo Life Insurance Co. 1.33% Add +10.2% 549,762 $48.6M
Rockefeller Capital Management L.P. 0.08% Add +3.6% 502,938 $44.5M
Glenview Trust Co 0.67% Add +1.9% 493,799 $43.7M
Citizens Financial Group Inc. 0.57% Reduce -3.3% 482,194 $42.7M
Peapack Gladstone Financial Corp. 0.53% Add +7.8% 472,134 $41.8M
Osborne Partners Capital Management, LLC 2.07% Add +0.0% 454,327 $40.2M
SCS Capital Management LLC 0.42% Add +4.3% 446,251 $39.5M
Moneta Group Investment Advisors LLC 0.29% Reduce -1.3% 436,406 $38.6M
Passive Capital Management, LLC. 12.00% Reduce -0.1% 433,672 $38.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.68% Add +6.7% 429,304 $38.0M
M&T Bank Corp 0.12% Add +4.6% 426,207 $37.7M
Chandler Asset Management, Inc. 5.86% Add +5.3% 418,418 $37.0M
Principal Financial Group Inc. 0.02% Add +53.9% 412,316 $36.5M
Mercer Global Advisors Inc. 0.05% Add +0.1% 405,308 $35.8M
Falcon Wealth Planning 2.97% Add +7.0% 399,028 $35.3M
Baird Financial Group, Inc. 0.05% Add +3.8% 390,977 $34.6M
PGIM Custom Harvest LLC 0.50% Add +38.4% 385,146 $34.1M
Focus Partners Wealth 0.04% Add +16.7% 383,726 $34.0M
Garde Capital, Inc. 1.96% Add +4.3% 373,549 $33.1M
Jefferies Financial Group Inc. 0.27% Add +15839.6% 359,757 $31.8M
Cohen & Steers, Inc. 0.06% Add +414.0% 351,614 $31.2M
Prime Capital Investment Advisors, LLC 0.38% Reduce -2.8% 349,943 $31.0M
Sequoia Financial Advisors, LLC 0.17% Reduce -9.9% 346,678 $30.7M
Comprehensive Financial Management LLC 0.88% No change 328,338 $29.1M
Sei Investments Co. 0.03% Add +24.3% 322,411 $28.5M
Nuveen, LLC 0.01% Add +23.5% 320,298 $28.3M
Conservest Capital Advisors, Inc. 2.52% Reduce -2.0% 315,791 $27.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +14.5% 311,655 $27.6M
MassMutual Private Wealth & Trust, FSB 0.70% Reduce -3.3% 305,842 $27.1M
First Financial Bankshares Inc 0.54% Add +41.0% 304,772 $27.0M
Becker Capital Management Inc. 0.75% Reduce -7.0% 297,141 $26.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +1.0% 289,464 $25.9M
HHM Wealth Advisors, LLC 3.02% Reduce -5.3% 288,893 $25.6M
Foster & Motley Inc. 1.36% Add +5.6% 287,636 $25.5M
Beacon Pointe Advisors, LLC 0.17% Add +141.4% 273,445 $24.2M
Common Fund for Nonprofit Organizations 1.95% Add +337.2% 271,334 $24.0M
Captrust Financial Advisors 0.05% Add +8.7% 270,663 $24.0M
Presilium Private Wealth, LLC 4.32% Add +8.7% 267,055 $23.6M
Kohmann Bosshard Financial Services, LLC 2.14% Add +7.5% 268,176 $23.5M
MAI Capital Management 0.13% Add +7.2% 261,910 $23.2M
FMR LLC 0.00% Reduce -2.7% 261,078 $23.1M
DecisionPoint Financial, LLC 5.07% Add +11.0% 260,291 $23.0M
Whelan Financial 7.17% Add +0.1% 259,514 $23.0M
Sage Financial Group Inc. 1.52% Add +9.0% 259,358 $23.0M
State Street Corp. 0.00% Reduce -28.8% 258,371 $22.9M
Kwmg, LLC 1.96% Reduce -14.4% 257,017 $22.7M
Community Trust & Investment Co. 1.20% Reduce -2.1% 256,930 $22.7M
Neuberger Berman Group LLC 0.02% Add +8.2% 252,674 $22.4M
JMG Financial Group, Ltd. 0.62% Add +0.2% 247,483 $21.9M
Patriot Investment Management Group, Inc. 1.37% Add +4.4% 243,968 $21.6M
Wealthspire Advisors, LLC 0.17% Reduce -50.1% 238,520 $21.1M
Trilogy Capital Inc. 0.93% Add +42.2% 235,353 $20.8M
Rodgers & Associates, LTD 2.09% Add +4.4% 233,219 $20.6M
McIlrath & Eck, LLC 1.91% Add +5.4% 232,840 $20.6M
Moller Wealth Partners 4.21% Add +3.5% 227,292 $20.1M
Roble, Belko & Company, Inc 2.64% Add +5.3% 227,248 $20.1M
Austin Asset Management Co Inc 3.35% Add +2.6% 221,295 $19.6M
GenTrust, LLC 0.84% Add +65.4% 218,546 $19.3M
Chilton Capital Management LLC 0.66% Add +172.3% 216,398 $19.1M
Tectonic Advisors LLC 1.00% Add +17.0% 215,313 $19.1M
Fairfield University 9.51% Add +0.9% 213,478 $18.9M
Johnson Financial Group, LLC 1.16% Add +58.7% 211,364 $18.7M
CreativeOne Wealth, LLC 0.45% Add +9.4% 208,267 $18.4M
B & T Capital Management DBA Alpha Capital Management 2.56% Add +0.3% 205,005 $18.1M
Define Financial, LLC 10.26% Add +8.4% 204,498 $18.1M
SWAN Capital LLC 6.90% Add +9.5% 200,514 $17.7M
Truist Financial Corp. 0.02% Add +50.2% 199,882 $17.7M
Wrenne Financial Planning LLC 7.19% Add +8.8% 199,732 $17.7M
Comerica Bank 0.07% Reduce -31.6% 198,720 $17.6M
Ameritas Advisory Services, LLC 0.65% Add +1408.6% 195,728 $17.3M
Sachem Hill LLC 3.31% Add +5.0% 192,461 $17.0M
Cypress Financial Planning LLC 4.76% Reduce -26.3% 190,871 $17.0M
Omega Financial Group, LLC 5.61% Reduce -24.1% 190,512 $16.9M
TCV Trust & Wealth Management, Inc. 1.35% Add +3.7% 188,493 $16.7M
D. E. Shaw & Co. 0.01% Reduce -78.9% 184,811 $16.4M
Pacific Center for Financial Services 4.11% No change 176,087 $16.1M
Rockwood Wealth Management, LLC 1.18% Reduce -1.9% 179,054 $15.8M
Strategic Wealth Investment Group, LLC 1.93% Reduce -22.9% 177,670 $15.7M
Firestone Capital Management 3.33% Add +1.3% 177,243 $15.7M
Tobias Financial Advisors, Inc. 2.20% New 175,612 $15.5M
Cambridge Capital Management, LLC 6.97% Add +4.8% 175,394 $15.5M
Gould Asset Management LLC 2.73% Add +7.8% 174,332 $15.4M
Pacific Capital Wealth Advisors, Inc. 2.63% Reduce -3.5% 173,384 $15.3M
Daiwa Securities Group Inc. 0.05% Add +71.5% 172,020 $15.2M
LRI Investments, LLC 1.20% Add +10.1% 168,257 $14.9M
West Financial Advisors, LLC 2.51% Add +2.6% 168,126 $14.9M
Private Wealth Asset Management, LLC 1.57% Reduce -1.7% 163,244 $14.4M
Valmark Advisers, Inc. 0.18% Reduce -27.1% 162,166 $14.4M
MML Investors Services, LLC 0.03% Add +14.5% 161,805 $14.3M
Lido Advisors, LLC 0.06% Reduce -0.7% 156,007 $14.2M
Fort Henry Capital, LLC 8.65% Add +7.5% 159,603 $14.1M
Greenwood Gearhart LLC 0.78% Add +3.9% 159,589 $14.1M
Awm Capital, LLC 1.26% Reduce -5.5% 156,829 $13.9M
Commerce Bank 0.08% Add +2.3% 156,747 $13.9M
Partners in Financial Planning 2.33% Add +0.2% 155,736 $13.8M
Bluestem Financial Advisors, LLC 5.32% Add +0.1% 155,732 $13.8M
Ashton Thomas Private Wealth, LLC 0.33% Reduce -2.5% 152,933 $13.5M
Ameritas Investment Partners, Inc. 0.41% Add +1.4% 152,439 $13.5M
Allodium Investment Consultants, LLC 6.64% Add +15.6% 147,991 $13.1M
Alliancebernstein L.P. 0.00% Add +3.1% 146,239 $12.9M
Cwm, LLC 0.03% Add +73.5% 145,426 $12.9M
Stratos Wealth Partners, LTD. 0.15% Add +51.1% 144,980 $12.8M
Brown Advisory Inc. 0.02% Reduce -6.2% 144,095 $12.8M
Tiaa Trust, National Association 0.03% Reduce -2.0% 143,698 $12.7M
Partners Capital Investment Group, LLP 0.47% Add +1.1% 143,402 $12.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -11.1% 142,065 $12.6M
Grove Bank & Trust 1.40% Add +5.2% 140,802 $12.5M
Financial Advisory Corp 1.81% Add +1.1% 140,366 $12.4M
BCR Wealth Strategies, LLC 4.08% Add +6.0% 139,206 $12.3M
Bard Associates Inc. 3.16% Add +102.9% 138,935 $12.3M
Evoke Wealth, LLC 0.24% Add +47.8% 138,211 $12.2M
Somnio Financial Group, LLC 8.02% Add +5.5% 137,089 $12.1M
Blair William & Co. 0.03% Reduce -8.2% 134,460 $11.9M
Exencial Wealth Advisors, LLC 0.38% Add +1.2% 134,176 $11.9M
Farther Finance Advisors, LLC 0.13% Reduce -0.9% 134,161 $11.9M
Hurlow Wealth Management Group, Inc. 2.90% Reduce -3.3% 133,952 $11.9M
Van Eck Associates Corp. 0.01% Add +5.0% 133,498 $11.8M
New Hampshire Trust 2.29% Reduce -0.4% 132,871 $11.8M
Navalign, LLC 2.88% Add +7.6% 132,823 $11.8M
Plancorp, LLC 0.35% Add +5.1% 132,425 $11.7M
Cordant, Inc. 4.89% Add +6.9% 131,914 $11.7M
Bailard, Inc. 0.26% Reduce -29.0% 130,662 $11.6M
Private Advisor Group, LLC 0.05% Reduce -5.0% 130,422 $11.5M
Northeast Financial Group, Inc. 2.90% Add +8.6% 130,366 $11.5M
Nwam LLC 0.63% Reduce -1.2% 126,096 $11.2M
Wealthcare Advisory Partners LLC 0.22% Reduce -24.3% 126,626 $11.2M
Peterson Wealth Advisors, LLC 1.48% Add +5.6% 125,232 $11.1M
FC Advisory LLC 3.12% Add +3.3% 122,655 $10.9M
Galvin, Gaustad & Stein, LLC 0.85% Add +0.1% 121,472 $10.7M
Johnson Financial Group, Inc. 0.40% Reduce -3.3% 119,909 $10.6M
Asset Management One Co., Ltd. 0.03% Add +5.1% 118,330 $10.5M
BlackRock, Inc. 0.00% Add +12.9% 118,674 $10.5M
Magnolia Wealth Management, LLC 6.26% Add +5.5% 118,427 $10.5M
Adaptive Financial Consulting, LLC 4.05% Add +4.9% 117,555 $10.4M
Horizons Wealth Management 6.79% Add +0.8% 115,286 $10.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +1.9% 114,556 $10.1M
Modera Wealth Management, LLC 0.12% Reduce -2.9% 114,317 $10.1M
Riverpoint Wealth Management Holdings, LLC 2.17% Add +3.1% 114,296 $10.1M
Avior Wealth Management, LLC 0.31% Add +2.1% 113,065 $10.0M
Flagstone Financial Management 2.55% Add +4.3% 112,150 $9.9M
NorthRock Partners, LLC 0.16% Add +774.8% 108,817 $9.6M
Kestra Advisory Services, LLC 0.04% Add +3.4% 108,546 $9.6M
Phillips Financial Management, LLC 0.62% Reduce -3.5% 108,458 $9.6M
Parallel Advisors, LLC 0.17% Add +2.1% 106,868 $9.5M
Man Group plc 0.02% Reduce -2.7% 105,094 $9.3M
Envestnet Portfolio Solutions, Inc. 0.03% Add +100.9% 104,640 $9.3M
Checchi Capital Advisers, LLC 0.63% Add +1.5% 104,399 $9.2M
JDM Financial Group LLC 3.58% Add +1.2% 132,920 $9.2M
Archvest Wealth Advisors, Inc. 5.87% Add +3.2% 103,951 $9.2M
Atmos Advisory, LLC 5.31% Add +7.8% 103,634 $9.2M
Cardiff Park Advisors, LLC 0.75% Reduce -0.2% 103,120 $9.1M
Bear Mountain Capital, Inc. 2.94% Add +0.1% 99,490 $9.1M
Krilogy Financial LLC 0.31% Add +8.9% 100,594 $9.1M
Northern Trust Corp. 0.00% Reduce -15.2% 102,255 $9.0M
Ted Buchan & Co 3.32% Add +6.2% 102,132 $9.0M
Ancora Advisors LLC 0.19% Add +0.7% 102,019 $9.0M
Act Wealth Management, LLC 2.90% New 100,239 $8.9M
Keudell/Morrison Wealth Management 1.86% — 100,090 $8.9M
Hudson Bay Capital Management LP 0.06% Reduce -66.7% 100,000 $8.8M
Group One Trading LLC 0.26% Add +219.8% 99,764 $8.8M
Victory Capital Management Inc. 0.01% No change 99,002 $8.8M
Prairiewood Capital, LLC 2.72% Add +13.2% 98,900 $8.8M
Tide Cove Capital Partners LLC 6.04% Add +7.5% 94,756 $8.7M
PACK Private Wealth, LLC 3.97% Add +3.5% 98,091 $8.7M
Avion Wealth 1.82% Reduce -32.3% 97,860 $8.7M
Vertex Investment Solutions Co., Ltd. 8.57% — 97,036 $8.6M
NewEdge Advisors, LLC 0.03% Add +3.2% 97,141 $8.6M
Grey Fox Wealth Advisors, LLC 1.76% Add +5.7% 96,961 $8.6M
Elm Partners Management LLC 0.39% Add +45.0% 96,023 $8.5M
Kingsview Wealth Management, LLC 0.12% Add +8.6% 95,937 $8.5M
Stephens Inc. 0.10% Add +6.4% 94,565 $8.4M
Cambridge Associates LLC /Ma/ 0.14% No change 94,533 $8.4M
KCM Investment Advisors LLC 0.27% Reduce -0.6% 94,411 $8.4M
Industrial Alliance Investment Management Inc. 4.73% No change 94,190 $8.3M
Connecticut Wealth Management, LLC 0.36% Reduce -4.1% 93,589 $8.3M
Allworth Financial LP 0.03% Add +21.3% 93,502 $8.3M
Brookstone Capital Management 0.09% Add +8.2% 93,434 $8.3M
Bokf, NA 0.13% Reduce -7.1% 93,062 $8.2M
Mission Wealth Management, LP 0.17% Reduce -10.9% 92,682 $8.2M
LBMC Investment Advisors, LLC 0.51% Add +2.0% 92,654 $8.2M
BNP Paribas Financial Markets 0.01% Reduce -93.7% 92,193 $8.2M
Heritage Wealth Management, Inc./Texas 3.54% Add +13.0% 92,128 $8.2M
FIDELIS iM, LLC 3.13% Add +137.5% 91,216 $8.1M
Gray Private Wealth, LLC 3.90% Add +3.5% 90,235 $8.0M
Renaissance Technologies 0.01% Add +100.4% 90,200 $8.0M
Pinnacle Financial Partners, Inc. 0.06% — 90,031 $8.0M
Arkadios Wealth Advisors 0.16% Add +17.9% 89,741 $7.9M
BluePrint Investing LLC 6.83% — 86,090 $7.6M
Fairway Wealth LLC 2.05% Reduce -2.7% 212,396 $7.6M
Modern Wealth Management, LLC 0.14% Add +4.9% 84,893 $7.5M
Cambridge Advisors Inc. 1.43% Add +10.7% 84,718 $7.5M
Fonville Wealth Management LLC 1.53% Add +7.8% 84,692 $7.5M
Rathbones Group PLC 0.03% Reduce -18.5% 83,976 $7.4M
Employees' Retirement Fund of the City of Fort Worth 3.29% No change 83,000 $7.3M
Callan Family Office, LLC 0.16% Add +161.8% 82,814 $7.3M
David Kennon Inc 2.59% Add +4.4% 82,207 $7.3M
Drystone LLC 6.46% Reduce -1.9% 81,233 $7.2M
Silver Coast Investments LLC 2.47% Reduce -0.0% 80,991 $7.2M
Betterment LLC 0.01% Add +2.2% 80,987 $7.2M
Harbor Investment Advisory, LLC 0.53% Add +0.1% 79,959 $7.1M
Kanawha Capital Management LLC 0.49% Add +2.4% 79,653 $7.0M
Campion Asset Management 4.88% Add +5.3% 79,444 $7.0M
AA Financial Advisors, LLC 1.30% Add +42.6% 79,286 $7.0M
Ariston Services Group 4.11% Reduce -0.3% 79,270 $7.0M
Country Trust Bank 0.13% Add +1.3% 78,586 $7.0M
WestHill Financial Advisors, Inc. 1.31% Add +1.4% 78,143 $6.9M
United Bank 0.91% Add +0.3% 78,059 $6.9M
Janney Montgomery Scott LLC 0.02% Reduce -11.0% 77,576 $6.9M
Americana Partners, LLC 0.19% Add +19.0% 77,182 $6.8M
Bayshore Asset Management, LLC 2.77% Add +0.4% 76,626 $6.8M
Amicus Financial Advisors, LLC 1.89% — 76,563 $6.8M
Marathon Strategic Advisors, LLC 5.16% Add +27.6% 76,341 $6.8M
WealthCollab, LLC 2.74% Add +10.0% 75,742 $6.7M
Silver Oak Advisory Group, Inc. 3.02% Add +1.1% 75,532 $6.7M
Sanctuary Advisors, LLC 0.04% Add +36.0% 75,178 $6.7M
Financial Advisors Network, Inc. 0.90% Add +2.9% 74,045 $6.6M
WESCAP Management Group, Inc. 1.33% Add +10.8% 73,986 $6.5M
Susquehanna International Group, LLP 0.01% Add +118.0% 73,183 $6.5M
Old Second National Bank of Aurora 1.29% Reduce -8.5% 72,842 $6.4M
Waverly Advisors, LLC 0.05% Add +13.4% 71,720 $6.3M
Savant Capital, LLC 0.04% Add +44.2% 71,707 $6.3M
Aprio Wealth Management, LLC 0.36% Reduce -5.9% 71,059 $6.3M
Latigo Investments, LLC 3.09% No change 70,972 $6.3M
Franklin Resources Inc. 0.00% Add +2.4% 70,888 $6.3M
Gallagher Fiduciary Advisors, LLC 0.20% New 70,696 $6.3M
American Investment Services, Inc. 1.45% Add +0.4% 70,674 $6.3M
Hardy Reed LLC 0.45% Add +0.3% 70,572 $6.2M
Keewaydin Investments LLC 1.66% — 70,465 $6.2M
Capital Advisors Wealth Management, LLC 0.85% Reduce -1.1% 70,442 $6.2M
Cerity Partners OCIO LLC 0.34% No change 70,269 $6.2M
Cliffwater LLC 1.30% No change 69,923 $6.2M
Verdence Capital Advisors LLC 0.37% Reduce -0.9% 69,747 $6.2M
Financial Futures Ltd Liability Co. 2.86% Add +5.6% 69,736 $6.2M
CIBC Private Wealth Group LLC 0.01% Add +15.4% 69,012 $6.1M
First National Bank of Omaha 0.18% Add +227.0% 68,371 $6.1M
Rainwater Charitable Foundation 3.57% No change 68,428 $6.1M
Wealth Alliance, LLC 0.59% Reduce -44.1% 68,214 $6.0M
Freestone Capital Holdings, LLC 0.18% Reduce -2.7% 67,697 $6.0M
Coldstream Capital Management Inc. 0.08% Reduce -2.0% 67,532 $6.0M
HB Wealth Management, LLC 0.04% Reduce -2.7% 67,099 $5.9M
LPWM LLC 1.48% Add +3.1% 66,439 $5.9M
Regal Investment Advisors LLC 0.35% Add +0.4% 66,347 $5.9M
UMB Bank, n.a. 0.08% Add +106.3% 66,117 $5.9M
Financial Alternatives, Inc 3.39% Add +6.6% 65,930 $5.8M
Allie Family Office LLC 2.72% Add +5.7% 65,760 $5.8M
Merit Financial Group, LLC 0.05% Reduce -4.2% 65,531 $5.8M
HSBC Holdings PLC 0.00% Reduce -22.1% 65,283 $5.8M
Cassaday & Co Wealth Management LLC 0.12% Add +18.9% 65,148 $5.8M
LMG Wealth Partners, LLC 1.07% Add +0.3% 64,885 $5.7M
PDS Planning, Inc 0.38% Add +4.4% 64,320 $5.7M
Hancock Whitney Corp. 0.10% Add +7.0% 64,257 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 64,143 $5.7M
IFG Advisors, LLC 0.94% Add +10.4% 63,794 $5.6M
Neumann Capital Management, LLC 1.62% Reduce -0.6% 63,432 $5.6M
TFO Wealth Partners, LLC 0.84% Add +28.4% 63,181 $5.6M
Fairview Capital Investment Management, LLC 0.29% Reduce -15.8% 62,938 $5.6M
BlueSky Wealth Advisors, LLC 0.73% Add +3.0% 62,904 $5.6M
Biltmore Family Office, LLC 0.77% Add +28.4% 62,883 $5.6M
Northwest Quadrant Wealth Management, LLC 1.14% Reduce -11.3% 62,504 $5.5M
Fiduciary Trust Co 0.06% Reduce -2.9% 62,377 $5.5M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -74.6% 62,299 $5.5M
United Financial Planning Group LLC 3.33% Add +4.8% 62,007 $5.5M
Baron Financial Group, LLC 2.94% Add +4.7% 61,992 $5.5M
Idaho Trust Co 1.82% Reduce -4.9% 61,983 $5.5M
Red Wave Investments LLC 1.61% Add +1.5% 61,134 $5.4M
Note Advisors, LLC 2.77% Add +17.6% 59,199 $5.4M
Clearstead Advisors, LLC 0.07% Add +4.0% 60,955 $5.4M
Diversified Portfolios, Inc. 0.45% Reduce -19.3% 60,945 $5.4M
Whittier Trust Co. 0.06% Add +1.4% 59,770 $5.3M
Elwood & Goetz Wealth Advisory Group, LLC 0.94% Add +19.7% 60,216 $5.3M
Everhart Financial Group, Inc. 0.49% Add +14.0% 60,166 $5.3M
Crewe Advisors LLC 0.47% Add +7.5% 60,147 $5.3M
White Lighthouse Investment Management Inc. 0.74% Reduce -2.5% 59,746 $5.3M
Chicago Partners Investment Group LLC 0.13% Reduce -9.8% 58,265 $5.3M
SG Americas Securities, LLC 0.01% Reduce -13.9% 58,735 $5.2M
Three Bearings Fiduciary Advisors, Inc. 4.84% — 56,994 $5.2M
Rakuten Investment Management, Inc. 0.02% No change 56,817 $5.2M
VeraBank, N.A. 0.94% Add +3.7% 58,389 $5.2M
Balanced Wealth Group LLC 1.88% Add +1.7% 56,089 $5.1M
Human Investing LLC 0.72% Add +3.2% 57,756 $5.1M
Klingman & Associates, LLC 0.25% Add +3.9% 57,629 $5.1M
Cresset Asset Management, LLC 0.02% Add +23.5% 57,390 $5.1M
Advisory Services Network, LLC 0.07% Add +4.2% 56,776 $5.0M
Traveka Wealth, LLC 2.04% Reduce -0.0% 56,551 $5.0M
Unconventional Investor, LLC 2.36% Add +0.5% 56,114 $5.0M
Associated Banc-Corp 0.13% Reduce -36.1% 55,234 $4.9M
Patton Fund Management, Inc. 0.65% Add +20.7% 55,204 $4.9M
REDW Wealth LLC 1.80% Reduce -1.6% 53,359 $4.7M
SVRN Asset Management, LLC 3.88% — 53,254 $4.7M
&partners 0.02% Add +42.5% 52,884 $4.7M
Nalls Sherbakoff Group, LLC 3.37% Reduce -13.0% 52,841 $4.7M
Monograph Wealth Advisors, LLC 0.46% Reduce -0.8% 52,612 $4.7M
Cherry Tree Wealth Management, LLC 0.97% Add +1.8% 51,804 $4.6M
Consolidated Portfolio Review Corp 0.39% Add +144.1% 51,629 $4.6M
Pine Ridge Advisers LLC 0.31% Add +0.9% 51,629 $4.6M
DWR Wealth Management, LLC 4.22% — 50,930 $4.5M
Arax Advisory Partners 0.13% New 51,256 $4.5M
World Investment Advisors 0.07% Add +45.9% 50,980 $4.5M
Jones Financial Companies LLLP 0.00% Add +16.3% 50,791 $4.5M
KRM Wealth Management L.L.C. 2.46% — 50,776 $4.5M
Whitegate Investment Counselors, Inc. 1.40% Add +14.3% 50,589 $4.5M
Integrated Wealth Concepts LLC 0.05% Reduce -27.1% 50,449 $4.5M
Park National Corp. 0.14% Reduce -9.2% 49,232 $4.4M
Voya Financial Advisors, Inc. 0.42% Add +20.7% 48,834 $4.3M
Black Diamond Financial, LLC 0.46% Add +3.1% 49,052 $4.3M
Thrive Capital Management, LLC 0.96% Add +54.3% 48,920 $4.3M
Dodds Wealth, LLC 1.06% Reduce -4.2% 48,739 $4.3M
Evanson Asset Management, LLC 0.23% Reduce -1.2% 48,580 $4.3M
Marotta Asset Management 0.79% Reduce -7.2% 48,439 $4.3M
ARK & TLK Investments, LLC 1.17% Add +9.3% 48,226 $4.3M
Alhambra Investment Management LLC 1.98% Add +4.3% 48,171 $4.3M
Leeward Financial Partners, LLC 1.19% Add +1.8% 47,973 $4.2M
LifeGuide Financial Advisors, LLC 1.41% Add +0.1% 47,950 $4.2M
Factor Wealth Management LTD 0.91% Add +9.0% 47,791 $4.2M
Kagan Cocozza Asset Management 3.00% Add +9.1% 47,607 $4.2M
Peak Retirement Planning, Inc. 0.98% Add +59.4% 47,473 $4.2M
CMH Wealth Management LLC 0.90% Add +0.7% 47,317 $4.2M
BOS Asset Management, LLC 1.12% Add +8.1% 47,273 $4.2M
MBL Wealth, LLC 0.33% Reduce -8.0% 47,047 $4.2M
Zeit Capital LLC 2.77% Reduce -4.5% 46,342 $4.1M
Payne Capital Management, LLC 1.29% Add +3.8% 46,333 $4.1M
UNIVEST FINANCIAL Corp 0.22% New 45,922 $4.1M
Conning Inc. 0.14% Add +13.1% 45,628 $4.0M
Wolff Wiese Magana LLC 2.21% Add +4.7% 45,590 $4.0M
Manchester Capital Management LLC 0.54% Add +6.8% 45,105 $4.0M
Choreo, LLC 0.05% Reduce -2.8% 44,034 $3.9M
Legacy Financial Group, Inc. 1.03% Reduce -1.2% 44,387 $3.9M
Disciplined Investments, LLC 1.51% Reduce -4.6% 44,326 $3.9M
Mgo One Seven LLC 0.08% Add +5.3% 43,698 $3.9M
Warwick Investment Management, Inc. 0.59% Reduce -1.9% 43,460 $3.8M
Matrix Trust Co 0.63% Add +4.8% 43,390 $3.8M
IMC-Chicago, LLC 0.07% Add +168.4% 42,785 $3.8M
Legacies Wealth LLC 2.13% Add +19.5% 42,628 $3.8M
Cherrydale Wealth Management, LLC 1.14% Reduce -1.1% 42,562 $3.8M
Sigma Planning Corp 0.10% Add +4.6% 41,792 $3.7M
Zhang Financial LLC 0.14% Reduce -10.4% 42,229 $3.7M
MFA Wealth Services 2.52% Add +0.8% 42,229 $3.7M
Farmers & Merchants Investments Inc. 0.10% Add +14.5% 42,036 $3.7M
IF Advisors, LLC 3.02% — 41,985 $3.7M
Vise Technologies, Inc. 0.07% Add +221.8% 41,695 $3.7M
Cordoba Advisory Partners LLC 0.91% — 41,490 $3.7M
Independent Financial Group, LLC 0.08% Add +2.2% 40,862 $3.6M
Elevate Wealth Advisory, Inc. 2.47% Add +8.2% 40,855 $3.6M
Waller Financial Planning Group, Inc. 0.80% Reduce -10.5% 40,622 $3.6M
Proffitt & Goodson Inc. 0.50% Reduce -1.4% 40,514 $3.6M
Summit Financial, LLC 0.05% Add +1.9% 40,369 $3.6M
CENTRAL TRUST Co 0.07% Add +7.0% 39,795 $3.5M
Abound Wealth Management 0.82% Reduce -2.2% 39,718 $3.5M
RFG Advisory, LLC 0.07% Add +10.3% 39,594 $3.5M
Prudent Man Advisors, LLC 1.28% Reduce -1.3% 39,535 $3.5M
Macquarie Group Ltd. 0.02% Add +258.2% 39,316 $3.5M
BTG Pactual Asset Management US LLC 0.39% Add +0.4% 39,303 $3.5M
Fort Point Capital Partners LLC 0.42% Add +4.8% 38,005 $3.5M
FDx Advisors, Inc. 1.77% Add +2.2% 39,138 $3.5M
Greenspring Advisors, LLC 0.21% New 38,775 $3.4M
Canandaigua National Bank & Trust Co. 0.31% Reduce -7.7% 38,681 $3.4M
Intergy Private Wealth, LLC 1.03% Add +2.6% 38,619 $3.4M
Axxcess Wealth Management, LLC 0.06% Add +170.2% 38,594 $3.4M
Financial & Tax Architects, LLC 0.77% New 38,508 $3.4M
Frisco Financial Planning LLC 2.85% Reduce -0.7% 38,501 $3.4M
Finhabits Advisors LLC 3.20% — 38,493 $3.4M
SMART Wealth LLC 1.04% Reduce -7.2% 38,449 $3.4M
Family Wealth Partners, LLC 1.22% Add +2.2% 38,269 $3.4M
Wedbush Securities Inc. 0.10% Add +6.7% 38,158 $3.4M
Apella Capital, LLC 0.07% Add +192.8% 38,131 $3.4M
Geneos Wealth Management Inc. 0.08% Reduce -11.0% 38,120 $3.4M
Global Endowment Management, LP 0.42% No change 38,000 $3.4M
South Dakota Investment Council 0.06% New 38,000 $3.4M
Aspiriant, LLC 0.10% Add +2.3% 37,981 $3.4M
Integrated Advisors Network LLC 0.15% Add +12.8% 37,875 $3.4M
Tradition Wealth Management, LLC 0.24% Reduce -1.8% 37,850 $3.3M
First Foundation Advisors 0.13% Add +1.9% 37,795 $3.3M
Frank, Rimerman Advisors LLC 0.21% Add +10.7% 37,628 $3.3M
Stratos Wealth Advisors, LLC 0.16% Reduce -25.3% 37,625 $3.3M
Running Point Capital Advisors, LLC 0.90% Reduce -10.8% 37,186 $3.3M
Vestmark Advisory Solutions, Inc. 0.04% Add +69.6% 37,100 $3.3M
One Day In July LLC 0.27% Reduce -28.8% 37,048 $3.3M
Compass Ion Advisors, LLC 0.31% Reduce -3.1% 36,757 $3.3M
River's Edge Wealth Management, LLC 3.16% — 34,280 $3.2M
Lodestar Private Asset Management LLC 0.32% Add +2.6% 36,550 $3.2M
Tillman Hartley LLC 0.81% Add +1.8% 36,420 $3.2M
Praetorian Wealth Management, Inc. 0.64% Add +14.8% 36,286 $3.2M
Waldron Private Wealth LLC 0.13% Add +0.1% 36,263 $3.2M
Texas Yale Capital Corp. 0.10% Add +4.9% 36,263 $3.2M
Croban 1.55% Add +75.1% 36,257 $3.2M
Encompass Wealth Advisors, LLC 1.09% Reduce -0.3% 36,137 $3.2M
Frontier Asset Management, LLC 0.74% Reduce -3.7% 36,010 $3.2M
Truepoint, Inc. 0.07% Add +43.3% 35,990 $3.2M
Compound Planning, Inc. 0.09% Add +9.0% 35,964 $3.2M
Websterrogers Financial Advisors, LLC 0.92% Add +1.5% 35,913 $3.2M
Richmond Brothers, Inc. 2.02% Reduce -6.8% 35,842 $3.2M
Global Retirement Partners, LLC 0.06% Add +13.2% 35,664 $3.2M
Houlihan Financial Resource Group, Ltd. 1.22% Add +108.2% 35,169 $3.1M
Moran Wealth Management, LLC 0.10% Reduce -45.3% 35,480 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +39.9% 35,396 $3.1M
Asset Management Group, Inc. 0.50% Reduce -0.7% 35,215 $3.1M
Keel Point, LLC 0.19% Add +7.3% 35,128 $3.1M
Carter Financial, LLC 2.73% — 34,961 $3.1M
Kure Advisory, LLC 1.72% Add +8.9% 34,683 $3.1M
Webster Bank, N. A. 0.29% Reduce -1.8% 34,461 $3.0M
Cascade Financial Partners, LLC 0.31% Reduce -3.7% 34,423 $3.0M
ArchPoint Investors 0.72% No change 34,136 $3.0M
Transcendent Capital Group LLC 1.37% Add +3.3% 34,133 $3.0M
Wedmont Private Capital 0.10% Reduce -7.2% 33,688 $3.0M
Retirement Planning Group, LLC 0.10% Reduce -14.8% 33,680 $3.0M
Anchor Investment Management, LLC 0.24% Add +3.0% 33,641 $3.0M
Foundation Wealth Management, LLC\PA 1.08% Reduce -53.3% 33,629 $3.0M
Creekside Partners 1.26% Add +0.6% 33,580 $3.0M
My Personal CFO, LLC 1.24% Reduce -53.3% 33,579 $3.0M
J.W. Cole Advisors, Inc. 0.07% Reduce -5.2% 34,769 $3.0M
TMB Capital Partners, LLC 1.00% — 33,201 $2.9M
Sterling Wealth Management, Inc. 0.84% Reduce -11.8% 33,086 $2.9M
Juncture Wealth Strategies, LLC 0.96% Reduce -7.8% 32,841 $2.9M
Liberty Capital Management, Inc. 0.54% Reduce -6.8% 32,762 $2.9M
Flow Traders U.S. LLC 0.10% New 32,586 $2.9M
Pinnacle Financial Group, LLC / IL 0.83% Reduce -4.0% 32,499 $2.9M
Blueprint Investment Partners LLC 0.31% Reduce -9.5% 32,496 $2.9M
Exchange Traded Concepts, LLC 0.02% Reduce -86.1% 32,454 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Add +0.3% 32,131 $2.9M
Perigon Wealth Management, LLC 0.05% Add +9.8% 32,441 $2.9M
Soltis Investment Advisors LLC 0.19% Reduce -13.7% 32,155 $2.8M
Blueprint Financial Advisors LLC 0.43% Reduce -10.1% 32,080 $2.8M
Ami Investment Management Inc. 0.64% Add +11.4% 32,019 $2.8M
Natixis Advisors, LLC 0.00% Reduce -51.6% 31,997 $2.8M
Virtu Financial LLC 0.11% New 31,866 $2.8M
Brindle & Bay Financial Advisors, LLC 1.88% — 31,844 $2.8M
Laird Norton Wetherby Trust Company, LLC 0.06% New 31,792 $2.8M
E&R Wealth Management, LLC 2.92% — 31,648 $2.8M
Obsido Oy 1.71% Add +12.0% 31,529 $2.8M
Seamount Financial Group Inc. 1.26% Add +1.5% 31,442 $2.8M
Dynamic Advisor Solutions LLC 0.09% Reduce -6.7% 31,370 $2.8M
Sterling Financial Planning, Inc. 0.84% Add +1.1% 31,331 $2.8M
Atlas Legacy Advisors, LLC 0.49% Add +18.8% 31,299 $2.8M
M Holdings Securities, Inc. 0.20% Add +32.6% 30,969 $2.7M
Family Legacy, Inc. 0.81% Add +1.8% 30,739 $2.7M
Csenge Advisory Group 0.12% New 30,699 $2.7M
Blueline Advisors LLC 2.21% — 30,660 $2.7M
Clarity Capital Advisors, LLC 1.35% Add +9.5% 30,526 $2.7M
Asset Advisory Group, Inc. 1.34% — 30,422 $2.7M
Destination Wealth Management 0.07% Add +1.7% 30,411 $2.7M
Infinity Wealth Counsel, LLC 2.44% Add +5.0% 30,224 $2.7M
Decker Retirement Planning Inc. 1.33% Add +11.1% 30,157 $2.7M
Manhattan West Asset Management, LLC 0.54% Reduce -7.9% 30,002 $2.7M
Cahill Financial Advisors Inc. 0.29% Reduce -2.9% 29,887 $2.6M
LBJ Family Wealth Advisors, Ltd. 1.45% Add +0.0% 29,862 $2.6M
First Citizens Bank & Trust Co. 0.06% Reduce -4.8% 29,807 $2.6M
Pinnacle Associates Ltd. 0.03% Reduce -10.3% 29,728 $2.6M
Rialto Wealth Management, LLC 0.63% Add +2.4% 29,620 $2.6M
O'shaughnessy Asset Management, LLC 0.01% Add +4.4% 29,612 $2.6M
Nest Investments, LLC 2.18% — 29,474 $2.6M
Broadview Financial Management, LLC 1.74% Add +2.2% 29,363 $2.6M
NorthLanding Financial Partners, LLC 2.07% Add +5.9% 29,129 $2.6M
Corrado Advisors, LLC 1.29% Add +6.5% 29,082 $2.6M
Quantinno Capital Management LP 0.01% Add +8.5% 28,977 $2.6M
NewEdge Wealth, LLC 0.03% Add +4.3% 28,768 $2.5M
Courier Capital LLC 0.14% Add +2.0% 28,766 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +1.2% 28,736 $2.5M
BTC Capital Management, Inc. 0.18% No change 28,609 $2.5M
Index Fund Advisors, Inc. 0.12% Reduce -1.1% 28,603 $2.5M
Symmetry Partners, LLC 0.15% Add +10.8% 28,447 $2.5M
Axos Invest Inc. 1.85% Add +7.4% 28,374 $2.5M
Unison Advisors LLC 0.22% Add +1.0% 28,346 $2.5M
Savvy Advisors, Inc. 0.08% Add +173.6% 28,276 $2.5M
Andrews Advisory Associates, LLC 1.31% — 27,899 $2.5M
Johnson Wealth Management, LLC 1.22% Reduce -3.3% 27,681 $2.4M
One Capital Management, LLC 0.07% Add +7.4% 27,612 $2.4M
Novem Group 0.28% Add +5.2% 27,463 $2.4M
One Degree Advisors Inc 0.67% Reduce -23.9% 27,471 $2.4M
Pure Portfolios Holdings LLC 0.73% Add +21.3% 27,318 $2.4M
Plus Group Wealth Advisors LLC 2.67% — 27,246 $2.4M
Western Wealth Management, LLC 0.11% Add +252.8% 27,075 $2.4M
Blue Trust, Inc. 0.03% Reduce -11.1% 26,909 $2.4M
Horizon Bancorp Inc. 1.16% Reduce -0.3% 26,839 $2.4M
Colorado Capital Management, Inc. 0.89% Reduce -1.6% 26,799 $2.4M
Fsa Wealth Partners, Inc. 0.85% Add +61.2% 26,783 $2.4M
Signature Estate & Investment Advisors LLC 0.05% Add +1.3% 26,781 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +12.2% 26,709 $2.4M
Clayton Financial Group LLC 1.20% Add +24.9% 26,674 $2.4M
DAVENPORT & Co LLC 0.01% Add +7.1% 26,660 $2.4M
Arete Wealth Advisors, LLC 0.16% Add +8.0% 26,505 $2.3M
Berkeley Capital Partners, LLC 0.55% Add +564.3% 26,437 $2.3M
Moneco Advisors, LLC 0.19% Add +26.5% 26,396 $2.3M
Regatta Capital Group, LLC 0.35% Reduce -6.7% 26,320 $2.3M
Waters Parkerson & Co., LLC 0.11% Add +0.3% 26,301 $2.3M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -17.6% 26,183 $2.3M
Scott & Selber, Inc. 0.58% Add +0.6% 26,095 $2.3M
Impact Partnership Wealth, LLC 0.30% Reduce -30.0% 26,055 $2.3M
Flagship Harbor Advisors, LLC 0.11% Add +2.7% 26,008 $2.3M
Bessemer Group Inc. 0.00% Add +30.7% 25,999 $2.3M
Keybank National Association 0.01% Add +2.7% 25,944 $2.3M
Hardin Capital Partners, LLC 1.08% Reduce -1.0% 25,748 $2.3M
B. Riley Wealth Advisors, Inc. 0.11% Add +1.6% 25,723 $2.3M
Shepherd Kaplan Krochuk, LLC 1.88% Add +9.9% 25,687 $2.3M
Capital Management Associates, Inc 0.50% Reduce -2.2% 25,687 $2.3M
Aureum Wealth Management, LLC 2.11% — 25,678 $2.3M
Continuum Advisory, LLC 0.23% Add +3.8% 25,600 $2.3M
Atria Investments, Inc 0.03% Add +3.4% 25,516 $2.3M
WBH Advisory Inc. 0.17% Reduce -3.0% 25,482 $2.3M
Prosperity Bancshares Inc 2.04% — 25,479 $2.3M
Dakota Wealth Management 0.04% Add +5.4% 25,370 $2.2M
Rwa Wealth Partners, LLC 0.02% Add +151.3% 25,344 $2.2M
Bay Rivers Group 0.91% Reduce -0.8% 25,304 $2.2M
EP Wealth Advisors, LLC 0.01% — 24,926 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -55.7% 24,916 $2.2M
Carnegie Investment Counsel 0.04% Reduce -5.8% 24,906 $2.2M
Petix & Botte Co 0.50% Reduce -7.3% 24,843 $2.2M
Cutler Investment Counsel LLC 0.23% Add +0.9% 24,817 $2.2M
VERITY Wealth Advisors 1.36% Add +0.5% 24,712 $2.2M
Nomura Asset Management Co. Ltd. 0.01% No change 24,600 $2.2M
Marble Harbor Investment Counsel, LLC 0.23% Add +11.9% 24,500 $2.2M
Proficio Capital Partners LLC 0.15% New 24,320 $2.2M
Manning & Napier Advisors LLC 0.03% Add +6.2% 23,985 $2.1M
Southern Capital Services Inc. 1.35% — 24,142 $2.1M
Pioneer Wealth Management Group 0.65% Add +2.7% 24,021 $2.1M
Hengehold Capital Management LLC 0.18% Add +12.0% 23,843 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +15.8% 23,634 $2.1M
AE Wealth Management LLC 0.01% Add +1.3% 23,561 $2.1M
Rockland Trust Co. 0.08% Add +6.2% 23,556 $2.1M
Focus Financial Network, Inc. 0.07% Add +3.8% 23,453 $2.1M
Dala Group, LLC 1.80% — 23,439 $2.1M
Montag A & Associates Inc. 0.09% Add +4.3% 23,411 $2.1M
Retirement Planning Co of New England, Inc. 0.83% Reduce -1.1% 23,261 $2.1M
Sherman Asset Management, Inc. 1.73% Add +7.9% 23,144 $2.0M
Investment Advisory Group, LLC 0.53% Add +1.0% 23,133 $2.0M
Wealthcare Capital Partners, LLC 0.96% Reduce -28.6% 23,132 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -17.4% 23,105 $2.0M
Safe Harbor Fiduciary, LLC 1.79% — 22,946 $2.0M
D.A. Davidson & Co. 0.01% Reduce -6.0% 22,916 $2.0M
Penobscot Wealth Management 0.63% Add +5.7% 22,878 $2.0M
Capital Group Private Client Services, Inc. 0.03% Reduce -18.6% 22,838 $2.0M
Sound Income Strategies, LLC 0.10% Reduce -4.2% 21,771 $2.0M
Smithfield Trust Co 0.09% Reduce -0.9% 22,765 $2.0M
St Germain D J Co. Inc. 0.08% Reduce -1.8% 22,718 $2.0M
Stelac Advisory Services LLC 0.71% Reduce -11.9% 22,679 $2.0M
Harbour Investments, Inc. 0.04% Add +14.8% 22,515 $2.0M
Frankly Finances, LLC 1.88% — 22,355 $2.0M
TD Private Client Wealth LLC 0.04% Reduce -2.2% 22,325 $2.0M
Noble Wealth Management PBC 0.98% Reduce -5.4% 22,049 $2.0M
Quadrant Capital Group LLC 0.06% Reduce -19.8% 21,896 $1.9M
Strategic Wealth Advisors LLC 1.64% — 21,697 $1.9M
Family CFO Inc 0.86% Add +7.4% 21,676 $1.9M
Retireful, LLC 2.40% New 21,491 $1.9M
Sepio Capital, LP 0.10% Reduce -4.2% 21,652 $1.9M
BKM Wealth Management, LLC 0.70% Add +6.8% 21,570 $1.9M
Kovack Advisors, Inc. 0.09% Add +64.6% 21,514 $1.9M
Root Financial Partners, LLC 0.10% Add +29.5% 21,316 $1.9M
Independence Asset Advisors, LLC 1.04% Reduce -23.1% 21,298 $1.9M
Shepherd Financial Partners LLC 0.17% Reduce -7.3% 21,274 $1.9M
Mill Creek Capital Advisors, LLC 0.04% Reduce -12.2% 21,226 $1.9M
YANKCOM Partnership 0.80% Add +6.1% 21,215 $1.9M
Inman Jager Wealth Management, LLC 1.15% Add +2.6% 21,158 $1.9M
Ascent Wealth Partners, LLC 0.21% Add +4.6% 21,081 $1.9M
First PREMIER Bank 0.43% Add +1.0% 21,076 $1.9M
Park Avenue Securities LLC 0.02% Add +1.2% 21,057 $1.9M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.6% 20,944 $1.9M
MetLife Investment Management, LLC 0.01% Add +18.7% 20,982 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.26% Reduce -1.3% 19,916 $1.8M
Highland Capital Management, LLC 0.09% No change 20,740 $1.8M
Westwind Capital 0.37% Add +17.3% 20,624 $1.8M
TCI Wealth Advisors, Inc. 0.10% Add +7.1% 20,482 $1.8M
Investment Partners, LTD. 0.63% Add +0.0% 20,467 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Add +6.3% 20,410 $1.8M
Breakwater Investment Management 0.65% Reduce -8.0% 20,403 $1.8M
CGN Advisors LLC 0.14% Add +6.8% 20,375 $1.8M
Etesian Wealth Advisors, Inc. 0.56% Reduce -7.7% 20,325 $1.8M
Hall Capital Management Co. Inc. 0.69% Add +2.8% 20,312 $1.8M
Prime Buchholz LLC 1.06% Add +0.1% 20,265 $1.8M
Boston Family Office LLC 0.11% Add +7.0% 20,234 $1.8M
Concurrent Investment Advisors, LLC 0.02% Add +26.6% 20,120 $1.8M
Camelot Technology Advisors, Inc. 1.34% Reduce -0.3% 20,118 $1.8M
CORDA Investment Management, LLC. 0.13% New 20,110 $1.8M
Flaharty Asset Management, LLC 0.22% Add +9.7% 20,106 $1.8M
Ifrah Financial Services, Inc. 0.46% Reduce -0.9% 20,105 $1.8M
Aspen Investment Management Inc 0.54% Reduce -45.9% 20,098 $1.8M
Hutchens & Kramer Investment Management Group, LLC 0.61% Add +73.5% 20,049 $1.8M
Opus Financial Solutions LLC 1.67% — 20,047 $1.8M
Regions Financial Corp. 0.01% Reduce -7.9% 19,963 $1.8M
Financial Management Network Inc. 0.28% Reduce -10.4% 19,929 $1.8M
GC Wealth Management RIA, LLC 0.06% Reduce -15.4% 19,848 $1.8M
Equitable Holdings, Inc. 0.01% Reduce -21.4% 19,829 $1.8M
Brooklyn FI, LLC 0.37% Reduce -25.2% 19,777 $1.8M
Maryland Capital Advisors Inc. 0.59% Reduce -5.3% 19,640 $1.7M
Aquire Wealth Advisors, LLC 0.45% Reduce -11.7% 19,462 $1.7M
Gradient Capital Advisors, LLC 0.44% Add +9.9% 19,401 $1.7M
Motley Fool Wealth Management, LLC 0.13% Add +91.4% 19,182 $1.7M
Orion Capital Management LLC 0.57% Add +2.5% 19,099 $1.7M
Samalin Investment Counsel, LLC 0.60% Add +3.5% 18,991 $1.7M
NBT Bank, N.A. 0.11% Reduce -0.2% 17,691 $1.7M
AQR Capital Management 0.00% Add +35.8% 18,961 $1.7M
Simmons Bank 0.11% Reduce -0.8% 18,961 $1.7M
River Street Advisors LLC 0.63% Reduce -18.7% 18,881 $1.7M
Roundview Capital LLC 0.10% Add +18.9% 18,851 $1.7M
Field & Main Bank 0.48% Add +0.9% 18,809 $1.7M
Legacy PCG, LLC 1.03% Add +61.4% 18,731 $1.7M
Debussy Capital Management LP 0.23% Add +4.5% 18,722 $1.7M
Covenant Asset Management, LLC 0.32% Add +0.2% 18,682 $1.7M
AlphaCore Capital LLC 0.04% Add +0.0% 18,622 $1.6M
First Financial Bank - Trust Division 0.14% Reduce -3.2% 18,599 $1.6M
South Plains Financial, Inc. 0.98% Reduce -0.2% 18,585 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.1% 18,544 $1.6M
Sax Wealth Advisors, LLC 0.08% Reduce -21.9% 18,525 $1.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.34% Add +13.7% 18,515 $1.6M
Vermillion Wealth Management, Inc. 0.66% Add +3.9% 18,241 $1.6M
Value Investment Professionals, LLC 1.69% — 18,196 $1.6M
Montecito Bank & Trust 0.26% Reduce -2.2% 18,144 $1.6M
Insigneo Advisory Services, LLC 0.11% Add +2.5% 18,018 $1.6M
Austin Wealth Management, LLC 0.23% Reduce -0.1% 17,769 $1.6M
IFG Advisory, LLC 0.07% Add +6.5% 17,930 $1.6M
City Holding Co. 0.20% Reduce -0.9% 17,924 $1.6M
Leavell Investment Management, Inc. 0.07% Reduce -10.9% 17,888 $1.6M
Thrivent Financial for Lutherans 0.00% Add +75.7% 17,834 $1.6M
Prospect Financial Group LLC 1.47% Add +2.5% 17,821 $1.6M
Composition Wealth, LLC 0.02% Add +35.6% 17,733 $1.6M
Alpine Bank Wealth Management 0.22% Reduce -4.8% 17,650 $1.6M
Novak & Powell Financial Services, Inc. 0.80% Reduce -0.3% 17,385 $1.5M
Tortoise Investment Management, LLC 0.13% Add +4.9% 17,355 $1.5M
Burton Enright Welch 0.22% Reduce -1.8% 17,347 $1.5M
Slow Capital, Inc. 0.18% Add +5.8% 17,279 $1.5M
Rockbridge Investment Management, LCC 0.14% Reduce -2.3% 17,238 $1.5M
Summit Trail Advisors, LLC 0.03% Add +260.2% 17,157 $1.5M
St. Louis Trust Co 0.17% No change 17,133 $1.5M
Palisades Hudson Asset Management, L.P. 0.59% Reduce -30.9% 17,132 $1.5M
Sierra Capital LLC 0.16% Add +0.0% 17,061 $1.5M
Beaird Harris Wealth Management, LLC 0.10% Reduce -23.4% 16,982 $1.5M
Box Hill Private Wealth LLC 1.52% — 16,980 $1.5M
CWA Asset Management Group, LLC 0.05% Reduce -12.7% 16,956 $1.5M
Retirement Financial Solutions, LLC 0.44% Add +31.0% 16,940 $1.5M
Ti-Trust, Inc. 0.92% Add +0.2% 16,930 $1.5M
Valeo Financial Advisors, LLC 0.03% Reduce -1.5% 16,903 $1.5M
Lutz Financial Services LLC 0.10% Reduce -0.2% 16,813 $1.5M
Five Pine Wealth Management 0.95% Add +27.7% 16,790 $1.5M
NerdWallet Wealth Partners, LLC 0.67% Add +0.4% 16,778 $1.5M
GLOBALT Investments LLC / GA 0.05% No change 16,750 $1.5M
1834 Investment Advisors Co. 0.19% No change 16,723 $1.5M
Joel Isaacson & Co., LLC 0.05% Add +4.1% 16,690 $1.5M
OneAscent Financial Services LLC 0.14% Reduce -36.0% 16,683 $1.5M
Flagstar Securities, Inc. 0.49% Reduce -16.5% 16,608 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +53.6% 16,590 $1.5M
Diversify Wealth Management, LLC 0.07% Reduce -6.3% 16,283 $1.5M
Gryphon Financial Partners LLC 0.16% Reduce -14.8% 16,455 $1.5M
Hanover Advisors Inc. 0.56% Reduce -1.2% 16,445 $1.5M
Epiq Partners, LLC 0.70% New 16,396 $1.5M
Parsons Capital Management Inc. 0.08% Add +12.8% 16,387 $1.5M
Two Sigma Securities, LLC 0.20% New 16,382 $1.4M
Cornerstone Wealth Management, LLC 0.08% Reduce -13.7% 16,358 $1.4M
North Berkeley Wealth Management, LLC 0.85% Reduce -0.7% 16,338 $1.4M
Choate Investment Advisors 0.03% Reduce -20.5% 16,311 $1.4M
OpenArc Corporate Advisory, LLC 0.02% — 16,262 $1.4M
Institute for Wealth Management, LLC. 0.15% Add +2.9% 16,246 $1.4M
Trustmark Bank Trust Department 0.09% Reduce -2.8% 16,235 $1.4M
Mount Lucas Management LP 0.64% Add +4.2% 16,234 $1.4M
Verde Capital Management 0.31% Add +7.9% 16,222 $1.4M
First National Bank & Trust Co. of Newtown 0.26% Reduce -1.2% 16,213 $1.4M
Kirtland Hills Capital Management, LLC 0.50% Add +51.4% 16,196 $1.4M
First Nebraska Trust Co 0.13% Reduce -0.6% 16,147 $1.4M
Cooke Wealth Management, LLC 1.24% — 15,676 $1.4M
Garner Asset Management Corp 0.55% Add +68.8% 16,059 $1.4M
Litman Gregory Wealth Management LLC 0.10% Reduce -0.7% 16,011 $1.4M
Rothschild Investment LLC 0.08% Add +5.6% 15,990 $1.4M
Medallion Wealth Advisors, LLC 0.47% Add +7.9% 15,941 $1.4M
Centennial Bank 0.56% Reduce -0.9% 15,892 $1.4M
Plimoth Trust Co. LLC 0.31% Reduce -41.8% 15,854 $1.4M
Eclectic Associates Inc. 0.22% Add +29.7% 15,823 $1.4M
Graetz Wealth LLC 1.27% — 15,789 $1.4M
Dunhill Financial, LLC 0.44% Reduce -0.2% 15,755 $1.4M
Prospera Financial Services Inc 0.02% Reduce -9.2% 15,708 $1.4M
Jaffetilchin Investment Partners, LLC 0.08% Add +6.9% 15,690 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +61.6% 15,656 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +150.6% 15,626 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -2.4% 15,533 $1.4M
Creegan & Nassoura Financial Group, LLC 0.88% New 15,370 $1.4M
Financial Counselors Inc. 1.89% Reduce -1.4% 15,369 $1.4M
Integris Wealth Management, LLC 0.31% Reduce -0.1% 15,334 $1.4M
North Star Investment Management Corp. 0.09% Add +10.2% 15,276 $1.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.14% Reduce -2.9% 15,262 $1.4M
Bleakley Financial Group, LLC 0.02% Add +18.6% 15,241 $1.3M
One Wealth Map LLC 0.68% Add +16.5% 14,918 $1.3M
Briggs Wealth Management, Inc 1.44% — 15,118 $1.3M
Lester Murray Antman dba SimplyRich 0.35% No change 15,082 $1.3M
William Howard & Co Financial Advisors Inc 1.12% Add +0.4% 15,054 $1.3M
Lanark Financial, Inc. 0.10% Add +20.6% 15,005 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -25.1% 14,999 $1.3M
Mystic Asset Management, Inc. 0.30% Add +0.0% 14,983 $1.3M
Nations Financial Group Inc, /Ia/ 0.07% Add +10.0% 14,918 $1.3M
Fund Evaluation Group, LLC 0.04% Reduce -36.1% 14,861 $1.3M
CRA Financial Services, LLC 0.17% Reduce -3.7% 14,727 $1.3M
Founders Grove Wealth Partners, LLC 0.29% Add +0.0% 14,725 $1.3M
Rossmore Private Capital 0.12% Add +0.1% 14,560 $1.3M
American Financial & Tax Strategies Inc. 0.64% Reduce -7.1% 14,523 $1.3M
Beaumont Financial Advisors, LLC 0.08% Reduce -9.6% 14,436 $1.3M
Coordinated Financial Services, Inc. 0.74% Add +0.3% 14,418 $1.3M
Telos Capital Management, Inc. 0.12% Add +0.9% 14,398 $1.3M
First Merchants Corp. 0.05% Reduce -10.4% 14,351 $1.3M
Howard Wealth Management, LLC 0.55% Add +0.7% 14,296 $1.3M
Willis Johnson & Associates, Inc. 0.08% Add +2.4% 14,241 $1.3M
DT Investment Partners, LLC 0.10% Reduce -9.8% 14,223 $1.3M
Stokes Family Office, LLC 0.11% Reduce -20.1% 14,170 $1.3M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +4.4% 14,142 $1.3M
Roof Eidam Maycock Peralta, LLC 0.28% Add +3.8% 14,091 $1.2M
Vanguard Group Inc. 0.00% Reduce -20.4% 14,060 $1.2M
Dopkins Wealth Management, LLC 0.51% Add +21.3% 14,031 $1.2M
Sweeney & Michel, LLC 0.37% Add +5.1% 13,255 $1.2M
Foster Group, Inc. 0.04% Add +51.5% 13,984 $1.2M
Westside Investment Management, Inc. 0.20% Add +23.9% 13,957 $1.2M
Nordwand Advisors, LLC 0.22% No change 13,933 $1.2M
Sovran Advisors, LLC 0.10% Reduce -5.2% 13,472 $1.2M
Wesbanco Bank Inc. 0.03% Reduce -2.3% 13,928 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Reduce -1.8% 13,878 $1.2M
North Dallas Bank & Trust Co. 0.80% — 13,865 $1.2M
New Republic Capital, LLC 0.33% Add +68.5% 13,859 $1.2M
Precision Wealth Strategies, LLC 0.40% Reduce -9.2% 13,833 $1.2M
Vernal Point Advisors, LLC 0.50% No change 13,805 $1.2M
Peddock Capital Advisors, LLC 0.26% New 13,798 $1.2M
Physician Wealth Advisors, Inc. 0.17% Reduce -2.0% 13,773 $1.2M
Cambria Investment Management, L.P. 0.07% New 13,746 $1.2M
Simplex Trading, LLC 0.03% Reduce -74.8% 13,744 $1.2M
Sincerus Advisory, LLC 0.97% Reduce -1.5% 13,682 $1.2M
Larson Financial Group LLC 0.04% Add +9.9% 13,636 $1.2M
Robinson Value Management, Ltd. 0.65% Reduce -0.4% 13,513 $1.2M
Walkner Condon Financial Advisors LLC 0.17% Add +4.7% 13,507 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.36% Reduce -1.0% 13,449 $1.2M
Thompson Siegel & Walmsley LLC 0.02% Reduce -12.1% 13,327 $1.2M
Acropolis Investment Management, LLC 0.05% Reduce -7.1% 13,298 $1.2M
Newport Capital Group, LLC 0.71% Add +12.2% 13,175 $1.2M
Hershey Financial Advisers, LLC 0.98% Reduce -3.5% 13,116 $1.2M
Level Four Advisory Services, LLC 0.04% Add +9.8% 13,110 $1.2M
LCW Services, LLC 0.62% — 13,071 $1.2M
Jacobi Capital Management LLC 0.07% Reduce -51.0% 13,046 $1.2M
Sapient Capital LLC 0.02% New 12,919 $1.2M
Texas Bank & Trust Co 0.42% Add +0.4% 13,014 $1.2M
Visionary Wealth Advisors 0.05% Reduce -2.6% 12,949 $1.1M
Wealth Enhancement Trust Services, Inc. 0.14% — 12,900 $1.1M
Hudson Oak Wealth Advisory LLC 1.00% — 12,851 $1.1M
Integrity Wealth Solutions LLC 0.45% Add +5.1% 12,828 $1.1M
Red Reef Advisors LLC 1.16% — 12,820 $1.1M
Endowment Wealth Management, Inc. 0.52% Add +5.7% 12,795 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.3% 12,724 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -2.1% 12,676 $1.1M
SouthState Bank Corp 0.05% Add +471.2% 12,670 $1.1M
General Partner, Inc. 0.63% No change 12,632 $1.1M
Crews Bank & Trust 0.16% Reduce -26.8% 12,631 $1.1M
L.K. Benson & Company, P.C. 0.56% Reduce -8.9% 12,623 $1.1M
Madden Advisory Services, Inc. 0.45% Reduce -0.1% 12,567 $1.1M
RTD Financial Advisors, Inc. 0.14% Reduce -65.1% 12,549 $1.1M
NWF Advisory Services Inc. 0.12% Add +1.7% 12,531 $1.1M
Patton Albertson Miller Group, LLC 0.13% Add +201.9% 12,528 $1.1M
DBK Financial Counsel, LLC 0.85% Add +4.0% 12,490 $1.1M
Diversify Advisory Services, LLC 0.04% Add +6.4% 11,931 $1.1M
Facet Wealth, Inc. 0.02% Add +99.4% 12,347 $1.1M
Argent Trust Co 0.04% Reduce -3.5% 12,467 $1.1M
Windsor Capital Management, LLC 0.32% Reduce -2.3% 12,425 $1.1M
Donalies Financial Planning, LLC 0.94% — 12,411 $1.1M
Dogwood Wealth Management LLC 0.48% Reduce -0.2% 12,395 $1.1M
KMG Fiduciary Partners, LLC 0.08% Reduce -1.4% 12,326 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +100.2% 12,285 $1.1M
Warner Financial, Inc. 0.38% Add +1.1% 12,258 $1.1M
SeaCrest Wealth Management, LLC 0.11% Add +0.4% 12,247 $1.1M
Wealth Dimensions Group, Ltd. 0.21% Reduce -5.5% 12,238 $1.1M
Meridian Wealth Management, LLC 0.04% Reduce -4.9% 12,231 $1.1M
Curran Financial Partners, LLC 0.21% Add +0.5% 12,201 $1.1M
First Horizon Corp. 0.05% No change 12,200 $1.1M
Kassira Wealth Management LLC 1.02% Add +34.9% 12,120 $1.1M
Sentinel Pension Advisors, LLC 0.16% Reduce -0.0% 12,099 $1.1M
Silverlake Wealth Management LLC 0.24% Reduce -0.2% 12,094 $1.1M
Nestegg Advisors, Inc. 0.91% Add +0.9% 12,066 $1.1M
Magnus Financial Group LLC 0.08% Reduce -12.1% 12,036 $1.1M
Ritholtz Wealth Management 0.02% Add +0.7% 12,031 $1.1M
Flputnam Investment Management Co. 0.02% Add +41.0% 12,028 $1.1M
Arkansas Financial Group, Inc. 0.15% Add +0.0% 12,012 $1.1M
United Community Bank 0.40% Reduce -3.9% 11,928 $1.1M
Meramec Financial Planners, LLC 0.41% — 11,426 $1.1M
Tranquilli Financial Advisor LLC 0.61% Reduce -3.5% 11,880 $1.1M
Independence Bank of Kentucky 0.13% Reduce -4.7% 11,876 $1.1M
KOM Wealth Management Group, LLC 0.74% Add +0.4% 11,874 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.50% New 3,328 $1.0M
Discipline Wealth Solutions, LLC 0.19% Add +130.0% 11,727 $1.0M
Parkside Financial Bank & Trust 0.08% Reduce -3.8% 11,671 $1.0M
Brio Consultants, LLC 0.13% Add +19.9% 11,669 $1.0M
Independent Wealth Network Inc. 0.32% Reduce -3.4% 11,646 $1.0M
Winthrop Partners - WNY, LLC 0.55% — 11,642 $1.0M
Causey Wealth LLC 0.47% Reduce -1.9% 11,639 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.12% Add +0.2% 11,596 $1.0M
Kingswood Wealth Advisors, LLC 0.05% Reduce -10.3% 11,575 $1.0M
Reality Financial Planning Services, LLC 0.98% — 11,566 $1.0M
Bragg Financial Advisors, Inc 0.03% Reduce -0.8% 11,551 $1.0M
Main Street Financial Solutions, LLC 0.08% Reduce -24.6% 11,523 $1.0M
Peoples Financial Services Corp. 0.47% Reduce -7.1% 11,510 $1.0M
IFP Advisors, Inc 0.02% Add +3.1% 11,466 $1.0M
Deltec Asset Management LLC 0.17% Reduce -8.0% 11,450 $1.0M
Argyle Capital Partners, LLC 0.74% Reduce -3.6% 11,434 $1.0M
Sowell Financial Services LLC 0.04% Add +35.6% 11,399 $1.0M
Curio Wealth, LLC 0.36% Reduce -0.1% 11,311 $1.0M
Maseco LLP 0.04% New 11,314 $1.0M
Ellis Investment Partners, LLC 0.17% Add +0.1% 11,298 $1000K
Independent Advisor Alliance 0.02% New 11,292 $999K
Laurel Oak Wealth Management, LLC 0.17% — 11,269 $997K
F/m Investments LLC 0.04% Reduce -32.9% 11,239 $995K
Livet Wealth, LLC 0.61% — 11,229 $994K
Nikulski Financial, Inc. 0.24% Add +96.9% 11,200 $991K
Koshinski Asset Management, Inc. 0.06% Add +3.7% 8,780 $990K
Ieq Capital, LLC 0.00% Add +7.5% 11,172 $989K
CVA Family Office, LLC 0.11% Add +20.5% 11,112 $983K
SageView Advisory Group, LLC 0.03% Reduce -6.4% 11,036 $977K
Sargent Investment Group, LLC 0.12% New 11,022 $975K
American Financial Advisors, LLC 0.13% Reduce -3.7% 10,983 $972K
American Trust 0.08% Add +6.7% 10,962 $970K
Ameraudi Asset Management, Inc. 0.53% Add +14.6% 10,927 $967K
Northwest Wealth Management, LLC 0.15% Reduce -2.0% 10,911 $965K
Nicolet Advisory Services, LLC 0.06% Reduce -1.4% 10,698 $958K
Xcelsior Advisor Partners LLC 0.46% — 10,777 $954K
Oxford Financial Group, LTD. LLC 0.05% Add +12.9% 10,777 $954K
Martel Wealth Advisors LLC 0.16% Add +1.4% 10,721 $949K
Canvas Wealth Advisors, LLC 0.16% New 10,654 $943K
TPG Advisors LLC 0.58% Add +0.7% 10,602 $938K
Winter & Associates, Inc. 0.86% — 10,527 $932K
Beirne Wealth Consulting Services, LLC 0.27% Add +1.7% 10,496 $931K
Stock Yards Bank & Trust Co. 0.03% Reduce -36.5% 10,464 $926K
Forum Financial Management, LP 0.01% Add +4.3% 10,432 $923K
Bouchey Financial Group, Ltd. 0.07% Reduce -0.1% 10,425 $923K
Lexington Hill Partners, LLC 0.69% — 10,401 $920K
WASHINGTON TRUST Co 0.03% Reduce -0.4% 10,388 $919K
Smith Partners Wealth Management, LLC 0.84% — 10,343 $915K
Piedmont Capital Management, LLC 0.46% Reduce -0.4% 10,292 $911K
Mustard Seed Financial, LLC 0.57% Reduce -0.3% 10,278 $910K
Florida Trust Wealth Management Co 0.03% Reduce -8.7% 10,239 $906K
Capital Analysts, LLC 0.03% Reduce -0.9% 10,228 $905K
Bank Ozk 0.32% Add +1.7% 10,208 $903K
First Western Trust Bank 0.04% Reduce -4.6% 10,175 $900K
Armbruster Capital Management, Inc. 0.15% Reduce -1.4% 10,166 $900K
Invesco Ltd. 0.00% Reduce -4.1% 10,090 $893K
Simon Quick Advisors, LLC 0.04% Add +7.0% 10,071 $891K
Matrix Private Capital Group LLC 0.45% No change 10,060 $890K
Trinity Legacy Partners, LLC 0.20% Add +2.0% 10,053 $890K
Allegiance Financial Group Advisory Services LLC 0.19% Add +4.1% 10,041 $889K
Citadel Advisors 0.00% Add +21.6% 10,002 $885K
Bramshill Investments, LLC 0.05% No change 10,000 $885K
Wiser Advisor Group LLC 1.01% Add +0.5% 9,987 $884K
Tocqueville Asset Management L.P. 0.01% Add +3.8% 9,946 $880K
Trust Co 0.08% Add +2.0% 9,929 $879K
Sentinel Wealth Management, Inc. 0.72% Reduce -0.4% 9,865 $873K
Baker Ellis Asset Management LLC 0.10% Reduce -2.4% 9,857 $872K
Chesapeake Wealth Management 0.26% Add +1.2% 9,778 $865K
Ruedi Wealth Management, Inc. 0.23% Add +0.6% 9,775 $865K
Principal Securities, Inc. 0.01% Reduce -2.4% 9,740 $862K
Intellectus Partners, LLC 0.17% No change 9,725 $861K
Powerhouse Assets LLC 0.76% — 9,723 $860K
Mutual Advisors, LLC 0.02% Add +4.5% 9,707 $859K
Mather Group, Llc. 0.01% Reduce -9.5% 9,696 $858K
Upper Left Wealth Management, LLC 0.52% Add +10.4% 9,689 $857K
Curbstone Financial Management Corp 0.16% No change 9,664 $855K
SlateStone Wealth, LLC 0.07% Add +35.0% 9,649 $854K
Comprehensive Money Management Services LLC 0.59% Add +1.7% 9,631 $852K
Carrera Capital Advisors 0.14% Add +3.7% 9,602 $850K
Bangor Savings Bank 0.07% Reduce -2.3% 9,582 $848K
O'ROURKE & COMPANY, Inc 0.33% Add +7.2% 9,522 $843K
Apeiron RIA LLC 0.17% Add +5.7% 9,368 $841K
Private Trust Co. NA 0.07% Reduce -19.1% 9,496 $840K
Bucket List Wealth Management, LLC 0.50% — 9,421 $834K
Almanack Investment Partners, LLC. 0.14% Add +0.1% 9,401 $832K
Bedel Financial Consulting, Inc. 0.09% Add +1.0% 9,380 $830K
Smartleaf Asset Management LLC 0.03% Add +2437.7% 9,288 $829K
Strategic Blueprint, LLC 0.05% Reduce -2.4% 9,328 $825K
Fisher Asset Management 0.00% Add +49.4% 9,314 $824K
National Philanthropic Trust 0.01% New 9,259 $819K
Newman Dignan & Sheerar, Inc. 0.17% Add +3.5% 9,239 $818K
LYNX Capital Group Ltd. 0.37% Add +0.5% 9,236 $817K
Hazelview Securities Inc. 0.16% New 9,180 $813K
Financial Perspectives, Inc 0.22% Reduce -0.7% 9,164 $811K
Great Valley Advisor Group, Inc. 0.02% Add +187.9% 9,159 $810K
CoreCap Advisors, LLC 0.03% Reduce -10.6% 9,084 $804K
Gibraltar Capital Management, Inc. 0.14% Add +2.7% 9,070 $803K
First Financial Corp. 0.30% Add +6.8% 9,021 $798K
Caliber Wealth Management, LLC / KS 0.09% Reduce -17.8% 9,016 $798K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 8,595 $796K
Berman McAleer LLC 0.11% No change 8,979 $795K
Quantbot Technologies LP 0.03% New 8,964 $793K
Werba Rubin Papier Wealth Management 0.21% Add +2.4% 8,947 $792K
King Luther Capital Management Corp. 0.00% Add +0.8% 8,936 $791K
Richardson Financial Services Inc. 0.26% Add +0.1% 8,700 $791K
Knollwood Investment Advisory, LLC 0.07% Add +20.6% 8,926 $790K
PFG Investments, LLC 0.04% Reduce -4.9% 8,918 $789K
Pinnacle Bancorp, Inc. 0.23% Add +0.8% 8,905 $788K
Hudock, Inc. 0.11% Reduce -0.2% 8,808 $780K
Westfuller Advisors, LLC 0.32% Reduce -19.1% 8,803 $779K
FSM Wealth Advisors, LLC 0.11% Add +19.0% 8,730 $773K
Fingerlakes Wealth Management, Inc. 0.49% Reduce -2.2% 8,680 $768K
JFS Wealth Advisors, LLC 0.04% Reduce -36.5% 8,622 $763K
Mission Creek Capital Partners, Inc. 0.15% Add +25.4% 8,587 $760K
AlTi Global, Inc. 0.02% Reduce -16.0% 8,573 $759K
Clifford Group, LLC 0.58% Add +5.8% 8,558 $757K
Viawealth, LLC 0.43% Reduce -9.5% 8,557 $757K
Genesis Financial Group, LLC 0.44% — 8,535 $755K
SFG Wealth Management, LLC. 0.30% No change 8,528 $755K
Wealthcare Capital Management LLC 0.07% Add +11.5% 8,487 $751K
Motco 0.07% Reduce -0.0% 8,457 $748K
Raab & Moskowitz Asset Management LLC 0.16% Reduce -1.5% 8,417 $745K
Washington Trust Bank 0.05% Reduce -13.0% 8,406 $744K
Faithward Advisors, LLC 0.11% Add +51.1% 8,396 $743K
Chilton Investment Co. Inc. 0.02% Add +0.2% 8,332 $737K
Mason Investment Advisory Services, Inc. 0.04% Add +0.6% 8,329 $737K
ATX Financial Planning, LLC 0.57% — 8,310 $735K
Old National Bancorp 0.01% Reduce -6.6% 8,272 $732K
Atlantic Union Bankshares Corp 0.01% Reduce -1.3% 8,232 $728K
Founders Financial Securities LLC 0.04% Add +65.9% 8,204 $726K
Clark Asset Management, LLC 0.08% Add +147.9% 8,202 $726K
KPP Advisory Services LLC 0.10% Add +28.6% 8,128 $719K
Ausdal Financial Partners, Inc. 0.03% Reduce -1.5% 8,121 $719K
Uptown Financial Advisors LLC 0.61% Add +10.8% 8,101 $717K
Jim Saulnier & Associates, LLC 0.37% Add +8.5% 8,094 $716K
Godshalk Welsh Capital Management, Inc. 0.41% Add +1.9% 8,085 $715K
AMG National Trust Bank 0.02% Add +2.3% 8,081 $715K
Caldwell Trust Co 0.06% Add +15.6% 8,061 $713K
Kennebec Savings Bank 0.61% Add +8.0% 8,025 $710K
Fidato Wealth LLC 0.45% Reduce -1.6% 8,010 $709K
Kelleher Financial Advisors 0.16% Add +0.9% 7,966 $705K
Chapin Davis, Inc. 0.17% Reduce -8.0% 7,961 $704K
BIP Wealth, LLC 0.02% Reduce -0.4% 7,951 $704K
Wealthspire Retirement, LLC 0.04% Add +6.3% 7,938 $702K
Lantern Wealth Advisors, LLC 0.37% Add +7.8% 7,914 $700K
Centaurus Financial, Inc. 0.03% Add +4.7% 7,884 $698K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -2.1% 7,871 $697K
McLean Asset Management Corp 0.12% Reduce -10.5% 7,651 $695K
Farmers National Bank 0.15% Add +52.1% 7,838 $694K
First Bancorp, Inc 0.37% Reduce -4.5% 7,828 $693K
Pinnacle Family Advisors, LLC 0.30% Add +0.5% 7,783 $689K
Stablepoint Partners, LLC 0.11% Add +1.2% 7,747 $686K
HORAN Wealth, LLC 0.11% Add +0.0% 7,742 $685K
Mayflower Financial Advisors, LLC 0.08% Reduce -3.1% 7,723 $683K
Duncker Streett & Co. Inc. 0.12% No change 7,699 $681K
Carson Advisory Inc. 0.35% Reduce -2.1% 7,637 $676K
Gladstone Institutional Advisory LLC 0.03% Reduce -12.3% 7,617 $674K
Spire Wealth Management 0.02% Reduce -11.2% 7,602 $673K
Community Bank, N.A. 0.08% Reduce -2.9% 7,595 $672K
Raffa Wealth Management, LLC 0.10% Reduce -5.8% 7,593 $672K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.5% 7,556 $669K
VSM Wealth Advisory, LLC 0.20% Reduce -16.8% 7,510 $665K
Asset Allocation Strategies LLC 0.12% Reduce -6.1% 7,509 $664K
First American Trust, FSB 0.05% Reduce -19.0% 7,496 $663K
BOK Financial Private Wealth, Inc. 0.04% Reduce -0.4% 7,477 $662K
Marco Investment Management LLC 0.05% No change 7,457 $660K
Myecfo, LLC 0.28% Add +6.3% 7,427 $657K
Oakmont Advisory Group, LLC 0.70% — 7,423 $657K
Cardinal Point Capital Management ULC 0.04% New 7,400 $655K
Vestcor Inc 0.02% Reduce -9.9% 7,389 $654K
Salem Investment Counselors Inc. 0.02% Reduce -0.8% 7,381 $653K
WealthShield Partners, LLC 0.07% Reduce -4.1% 7,374 $653K
Loudon Investment Management, LLC 0.34% Add +0.7% 7,345 $650K
City Center Advisors, LLC 0.59% Add +8.6% 7,222 $639K
Central Bank & Trust Co. 0.10% No change 7,217 $639K
Ascentis Independent Advisors 0.10% Add +0.3% 7,189 $636K
Trust Co. of Vermont 0.03% Reduce -10.0% 7,184 $636K
SOL Capital Management CO 0.06% Reduce -2.1% 7,151 $633K
Certuity, LLC 0.04% Add +2.0% 7,138 $632K
Smith, Moore & Co. 0.05% Reduce -11.6% 7,131 $631K
Advisors Capital Management, LLC 0.01% Add +2.2% 7,105 $629K
S.A. Mason LLC 0.25% Add +25.0% 7,084 $627K
Hilltop Holdings Inc. 0.04% Reduce -0.3% 7,079 $626K
Bryant Woods Investment Advisors, LLC 0.24% Add +1.9% 7,038 $623K
Hirtle & Co., LLC 0.02% No change 6,959 $616K
KG Capital Management 0.16% Reduce -1.3% 6,921 $612K
Calton & Associates, Inc. 0.09% Add +18.9% 6,910 $611K
Apollon Financial, LLC 0.09% Add +0.3% 6,890 $610K
TABR Capital Management, LLC 0.41% Add +13.4% 6,885 $609K
Jacobs Equity LLC 0.59% — 6,880 $609K
First National Bank of Hutchinson 0.36% No change 6,867 $608K
Farrell Financial LLC 0.36% Add +6.1% 6,829 $604K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -13.3% 6,805 $602K
Troutman Wealth Management, LLC 0.50% — 6,786 $600K
Allen Investment Management, LLC 0.01% No change 6,781 $600K
Bridges Investment Management Inc. 0.01% Reduce -24.5% 6,760 $598K
Del-Sette Capital Management, LLC 0.37% New 6,745 $597K
Money Concepts Capital Corp. 0.03% Add +9.4% 6,717 $594K
Elevation Wealth Partners, LLC 0.21% Add +4.0% 6,675 $591K
Cambridge Financial Group, LLC 0.20% New 6,622 $590K
Sage Investment Counsel LLC 0.65% Reduce -2.7% 6,649 $588K
YHB Investment Advisors, Inc. 0.04% Add +0.1% 6,616 $585K
International Assets Investment Management, LLC 0.04% Add +1.3% 6,609 $585K
Piscataqua Savings Bank 0.41% Reduce -0.5% 6,591 $583K
Cannon Financial Strategists, Inc. 0.08% Reduce -15.8% 6,589 $583K
Fiducient Advisors LLC 0.07% Reduce -49.6% 6,586 $583K
Arrow Financial Corp 0.06% Reduce -13.0% 6,584 $583K
Sunpointe, LLC 0.19% Add +30.7% 6,560 $580K
Smith Shellnut Wilson LLC 0.22% No change 6,550 $580K
LS Investment Advisors, LLC 0.08% Reduce -20.5% 6,550 $580K
Valley Financial Group, Inc. 0.32% Reduce -45.4% 6,511 $576K
McElhenny Sheffield Capital Management, LLC 0.14% Add +135.9% 6,498 $575K
Mechanics Bank Trust Department 0.08% Reduce -0.8% 6,489 $574K
Fifth Third Securities, Inc. 0.04% Add +9.9% 6,465 $572K
Optimist Retirement Group LLC 0.26% Add +0.4% 6,395 $566K
VestGen Advisors, LLC 0.02% Add +19.7% 6,395 $566K
Cladis Investment Advisory, LLC 0.31% Add +18.6% 6,390 $565K
North Ridge Wealth Advisors, Inc. 0.32% Add +0.4% 6,368 $563K
BLB&B Advisors, LLC 0.02% Add +76.8% 6,331 $560K
Hansen & Associates Financial Group, Inc. 0.30% Add +43.9% 5,925 $556K
Portland Financial Advisors Inc 1.18% Add +0.8% 6,275 $555K
Charles Schwab Trust Co 0.04% Reduce -2.4% 6,262 $554K
Cary Street Partners Financial LLC 0.01% Add +7.6% 6,259 $554K
DV Trading LLC 0.05% — 6,244 $553K
Ellevest, Inc. 0.08% Reduce -1.2% 6,193 $548K
Woodside Wealth Management LLC 0.41% Reduce -7.2% 6,178 $547K
Bfsg, LLC 0.05% Reduce -58.3% 6,169 $546K
Elevated Financial Group LLC 0.19% — 6,168 $546K
Libra Wealth LLC 0.15% No change 6,165 $546K
Bath Savings Trust Co 0.05% Reduce -4.1% 6,161 $545K
NCM Capital Management, LLC 0.20% Add +0.4% 6,159 $545K
Legacy Capital Wealth Partners, LLC 0.12% Add +14.3% 6,142 $544K
Harpswell Capital Advisors, LLC 0.43% Add +52.1% 6,130 $542K
Robertson Stephens Wealth Management, LLC 0.02% Add +11.4% 6,103 $540K
Strata Wealth Advisors, LLC 0.15% Reduce -4.8% 6,059 $536K
Greenwich Wealth Management LLC 0.02% Reduce -1.6% 6,033 $534K
Oak Wealth Advisors LLC 0.31% Reduce -60.5% 6,027 $533K
Arbor Wealth Advisors LLC 0.38% No change 6,000 $531K
Farmers Trust Co. 0.09% Add +25.9% 5,958 $527K
Twin Focus Capital Partners, LLC 0.06% No change 5,955 $527K
Churchill Financial Advisors, LLC 0.16% — 5,949 $526K
Rehmann Capital Advisory Group 0.03% Add +3.3% 5,916 $524K
Old Peak Finance LLC 0.32% — 5,902 $522K
Invested Advisors 0.54% New 5,889 $521K
Opus Capital Group, LLC 0.06% Reduce -3.4% 5,863 $519K
Benjamin Edwards Inc. 0.01% Add +40.7% 5,858 $518K
Diesslin Group, Inc. 0.21% — 5,832 $516K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -31.3% 5,814 $515K
James J. Burns & Company, LLC 0.07% Add +15.6% 5,810 $514K
Riverbridge Partners LLC 0.01% No change 5,791 $512K
Washington Growth Strategies LLC 0.33% No change 5,777 $511K
Guidance Capital, Inc. 0.12% Reduce -51.0% 5,656 $511K
Quarry LP 0.09% New 5,750 $509K
SVB Wealth LLC 0.03% Reduce -29.3% 5,737 $508K
TFB Advisors LLC 0.14% Reduce -0.2% 5,730 $507K
FAS Wealth Partners, Inc. 0.03% Add +32.2% 5,718 $506K
Outlook Wealth Advisors, LLC 0.11% Add +30.4% 5,669 $502K
Boltwood Capital Management 0.13% No change 5,656 $500K
Curi Capital, LLC 0.01% Add +10.7% 5,649 $500K
Cozad Asset Management Inc. 0.04% Reduce -3.4% 5,635 $499K
Hyundai Investments Co., Ltd. 0.49% New 5,584 $498K
Barrett & Company, Inc. 0.17% Add +0.1% 5,627 $498K
Optima Capital LLC 0.21% Reduce -21.9% 5,575 $493K
DF Dent & Co. Inc. 0.01% No change 5,522 $489K
Jordan Park Trust Co LLC 0.33% No change 5,517 $488K
Clear Investment Research, LLC 0.81% Add +3.9% 5,509 $488K
Great Hill Capital LLC 0.34% Add +10.8% 5,500 $487K
Eagle Strategies LLC 0.06% Add +0.5% 5,469 $484K
Bluesphere Advisors LLC 0.21% Reduce -1.5% 5,424 $480K
Colonial Trust Co / SC 0.06% Add +7.4% 5,388 $477K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -22.3% 5,364 $475K
Evercore Wealth Management, LLC 0.01% Reduce -1.6% 5,344 $473K
Canandaigua National Trust Co of Florida 0.30% Add +0.4% 5,337 $472K
Opulen Financial Group LLC 0.34% Add +2.1% 5,316 $470K
Harbor Advisory Corp. 0.14% Reduce -10.6% 5,299 $469K
Schnieders Capital Management, Llc. 0.07% Reduce -6.2% 5,298 $469K
Certified Advisory Corp 0.04% Add +0.5% 5,288 $468K
Sage Capital Management, LLC 0.22% Add +0.5% 5,268 $467K
Heck Capital Advisors, LLC 0.03% No change 5,258 $465K
Wealth Effects LLC 0.15% Reduce -0.8% 5,258 $465K
Pursuit Wealth Strategies, LLC 0.65% — 5,242 $464K
Invictus Private Wealth, LLC 0.03% Reduce -0.2% 5,205 $461K
Kearns & Associates LLC 0.24% Add +0.1% 5,203 $460K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -19.0% 5,196 $460K
Canal Capital Management, LLC 0.07% No change 5,182 $459K
Clarius Group, LLC 0.03% Add +2.3% 5,175 $458K
ICONIQ Capital, LLC 0.01% Add +0.9% 5,172 $458K
Northeast Investment Management 0.02% Add +1.6% 5,160 $457K
Sharper & Granite LLC 0.16% Reduce -8.6% 5,147 $455K
Titleist Asset Management, LLC 0.04% Reduce -8.5% 5,142 $455K
Heritage Trust Co 0.05% Reduce -16.5% 5,135 $454K
Parkwoods Wealth Partners, LLC 0.13% Add +43.5% 5,133 $454K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -26.6% 5,130 $454K
Daybright Advisory Services, Inc. 0.12% — 5,121 $453K
Trust Co. of Oklahoma 0.13% Add +3.1% 5,114 $453K
Coppell Advisory Solutions LLC 0.04% Add +2.3% 5,063 $452K
Glass Jacobson Investment Advisors llc 0.16% Reduce -13.3% 5,088 $450K
Brown Financial Advisory 0.23% No change 5,087 $450K
IVC Wealth Advisors LLC 0.20% Reduce -0.9% 5,083 $450K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -32.9% 5,069 $449K
Alexander Labrunerie & Co., Inc. 0.16% No change 5,056 $447K
Towerpoint Wealth, LLC 0.18% Reduce -6.0% 5,054 $447K
Integrity Alliance, Llc. 0.02% Add +127.9% 5,046 $447K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -10.0% 5,027 $445K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.5% 5,028 $445K
E&G Advisors, LLC 0.10% No change 5,016 $444K
Edge Wealth Management LLC 0.08% No change 5,000 $442K
Sage Investment Advisers LLC 0.33% — 4,995 $442K
PW Nova Financial Services LLC 0.17% — 4,977 $441K
True North Advisors, LLC 0.06% New 4,981 $441K
Quad-Cities Investment Group, LLC 0.18% Add +3.1% 4,950 $438K
Greenleaf Trust 0.00% Reduce -4.8% 4,944 $437K
Foundations Investment Advisors, LLC 0.01% Reduce -65.0% 4,943 $437K
Keystone Financial Planning, Inc. 0.13% No change 4,942 $437K
MontVue Capital Management, Inc. 0.29% No change 4,939 $437K
Petra Financial Advisors Inc. 0.25% Add +0.1% 4,837 $428K
GFS Advisors, LLC 0.05% No change 4,827 $427K
Indiana Trust & Investment Management Co 0.13% Reduce -3.3% 4,825 $427K
Ashton Thomas Securities, LLC 0.08% Reduce -81.3% 4,788 $424K
Northern Capital Management, Inc. 0.22% No change 4,788 $424K
Lyell Wealth Management, LP 0.03% No change 4,780 $423K
Glen Eagle Advisors, LLC 0.06% Reduce -2.4% 4,745 $420K
Tactive Advisors, LLC 0.12% Reduce -2.1% 4,706 $416K
Northwest Bancshares, Inc. 0.08% Add +7.9% 4,693 $415K
Investor's Fiduciary Advisor Network, LLC 0.09% Reduce -0.7% 4,692 $415K
Auour Investments LLC 0.13% Add +81.6% 4,683 $414K
Vannoy Advisory Group, Inc. 0.26% Reduce -0.4% 4,680 $414K
Adkins Seale Capital Management LLC 0.41% — 4,649 $411K
MainStreet Investment Advisors LLC 0.06% Reduce -18.4% 4,609 $408K
EverSource Wealth Advisors, LLC 0.01% Add +37.3% 4,598 $407K
Manske Wealth Management 0.12% No change 4,594 $407K
Annex Advisory Services, LLC 0.01% Reduce -22.2% 4,590 $406K
Burk Holdings LLC 0.19% Add +11.8% 4,587 $406K
Covestor Ltd 0.21% Add +12.9% 4,575 $405K
Mechanics Financial Corp 0.15% Reduce -0.8% 4,564 $404K
Venture Visionary Partners LLC 0.01% Reduce -4.5% 4,532 $401K
Chatham Capital Group, Inc. 0.06% No change 4,525 $400K
Boston Trust Walden Corp 0.00% Reduce -5.1% 4,522 $400K
Tompkins Financial Corp. 0.03% No change 4,501 $398K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 4,500 $398K
Mosaic Financial Group, LLC 0.27% Add +0.2% 4,493 $398K
Integrity Investment Advisors, LLC 0.22% New 4,488 $397K
Invst, LLC 0.04% Reduce -11.7% 4,488 $397K
Sovereign Financial Group, Inc. 0.07% Reduce -15.6% 4,485 $397K
Total Wealth Planning, LLC 0.85% Reduce -93.3% 4,479 $396K
SigFig Wealth Management, LLC 0.01% Add +22.3% 4,458 $396K
Occidental Asset Management, LLC 0.05% No change 4,437 $393K
Badgley Phelps Wealth Managers, LLC 0.01% Add +2.8% 4,423 $391K
Basecamp Wealth Advisors LLC 0.08% — 4,396 $389K
Wick Capital Partners, LLC 0.07% No change 4,393 $389K
IHT Wealth Management, LLC 0.01% Reduce -3.6% 4,370 $387K
Professional Advisory Services Inc. 0.05% No change 4,336 $384K
Fullerton Advisors, LLC 0.38% — 4,338 $384K
Postrock Partners LLC 0.17% No change 4,335 $384K
First Interstate Bank 0.02% Reduce -6.5% 4,330 $383K
Strategic Financial Planning, Inc. 0.22% Add +0.0% 4,315 $382K
Partners Wealth Management, LLC 0.40% Reduce -2.1% 4,288 $379K
Range Advisory, LLC 0.10% — 4,282 $379K
Lam Group, Inc. 0.22% Reduce -0.1% 4,280 $379K
Essex LLC 0.07% Add +0.8% 4,278 $379K
Goelzer Investment Management, Inc. 0.02% Reduce -7.8% 4,276 $378K
DKM Wealth Management, Inc. 0.28% Reduce -1.5% 4,271 $378K
Howard Financial Services, LTD. 0.04% Reduce -8.0% 4,271 $378K
Quotient Wealth Partners, LLC 0.01% Add +14.5% 4,271 $378K
Balefire, LLC 0.07% Add +2.5% 4,268 $378K
FSC Wealth Advisors, LLC 0.61% Reduce -87.2% 4,259 $377K
Davidson Trust Co. 0.16% No change 4,256 $377K
GEN Financial Management, INC. 0.24% Reduce -2.4% 4,221 $374K
Base Wealth Management LLC 0.20% Reduce -19.2% 4,216 $373K
Financial Life Planners 0.27% Reduce -6.2% 4,189 $371K
GWN Securities Inc. 0.07% Reduce -7.1% 4,187 $371K
Ballast, Inc. 0.09% No change 4,185 $370K
Future Financial Wealth Managment LLC 0.25% Reduce -1.1% 4,068 $370K
Balanced Rock Investment Advisors LLC 0.26% Add +8.2% 4,168 $369K
Asset One Wealth Management LLC 0.05% — 4,104 $369K
RS Crum Inc. 0.07% No change 4,155 $368K
Altfest L J & Co. Inc. 0.04% Reduce -36.2% 4,144 $367K
HCR Wealth Advisors 0.04% New 4,139 $366K
Red Mountain Financial, LLC 0.36% Reduce -14.7% 4,126 $365K
Strategic Wealth Partners, Ltd. 0.02% Add +58.7% 4,102 $363K
Bank of Marin 0.25% Reduce -1.0% 4,099 $363K
Cypress Wealth Services, LLC 0.05% New 4,097 $363K
SteelPeak Wealth, LLC 0.01% Add +21.9% 4,095 $362K
First County Bank 0.19% Reduce -9.8% 4,094 $362K
Joseph P. Lucia & Associates, LLC 0.13% Add +35.8% 4,079 $361K
Simplicity Wealth,LLC 0.02% Reduce -25.9% 4,051 $358K
Platform Technology Partners 0.08% Reduce -8.1% 4,049 $358K
Essex Financial Services, Inc. 0.02% Add +13.6% 4,036 $357K
Wilmington Savings Fund Society, FSB 0.01% Reduce -28.9% 4,035 $357K
Marino, Stram & Associates LLC 0.06% Reduce -21.3% 4,024 $356K
Jackson Thornton Wealth Management, LLC 0.03% No change 3,978 $356K
First National Bank Sioux Falls 0.11% No change 4,017 $355K
Brand Asset Management Group, Inc. 0.10% Add +7.1% 4,010 $355K
SkyOak Wealth, LLC 0.06% No change 4,009 $355K
XML Financial, LLC 0.03% Add +5.6% 4,007 $355K
Maridea Wealth Management LLC 0.05% Add +15.2% 4,001 $354K
Beckerman Institutional, LLC 0.20% No change 4,001 $354K
Wilson & Boucher Capital Management, LLC 0.23% Reduce -7.0% 4,000 $354K
Tanglewood Wealth Management, Inc. 0.03% Reduce -98.0% 3,999 $354K
ROI Financial Advisors, LLC 0.20% Reduce -4.9% 3,942 $349K
American National Bank & Trust 0.03% Reduce -1.1% 3,942 $349K
Earned Wealth Advisors, LLC 0.02% Reduce -15.8% 3,941 $349K
Narwhal Capital Management 0.03% Reduce -10.2% 3,940 $349K
Rockingstone Advisors LLC 0.16% Reduce -0.6% 3,934 $348K
TD Capital Management LLC 0.03% Add +0.9% 3,914 $346K
Claro Advisors Inc. 0.05% Add +0.8% 3,903 $345K
Vilga Financial Planning LLC 0.33% — 3,893 $344K
Capital Insight Partners, LLC 0.07% Reduce -26.4% 3,867 $342K
Seascape Capital Management 0.10% No change 3,862 $342K
Trivium Point Advisory, LLC 0.03% Reduce -10.0% 3,854 $341K
Vawter Financial, Ltd. 0.14% Reduce -19.8% 3,854 $341K
Avalon Trust Co 0.02% No change 3,850 $341K
Perkins Coie Trust Co 0.06% Reduce -0.4% 3,839 $340K
ProVise Management Group, LLC 0.02% No change 3,833 $339K
Mattern Capital Management, LLC 0.04% No change 3,815 $338K
Gilpin Wealth Management, LLC 0.27% — 3,800 $336K
Vickerman Investment Advisors, Inc. 0.07% New 3,790 $335K
Anchor Capital Advisors LLC 0.01% No change 3,785 $335K
S Harris Financial Group, LLC 0.32% — 3,769 $333K
Liberty Wealth Management LLC 0.04% Reduce -1.6% 3,753 $332K
Peak Financial Management, Inc. 0.09% No change 3,743 $331K
First National Trust Co 0.01% Reduce -11.9% 3,713 $329K
First Heartland Consultants, Inc. 0.02% Reduce -27.9% 3,712 $328K
Meridian Investment Counsel Inc. 0.08% No change 3,698 $327K
Aegis Wealth Management LLC 0.18% Add +45.5% 3,686 $326K
Parker Financial LLC 0.13% Reduce -0.2% 3,664 $324K
CJM Wealth Advisers, Ltd. 0.10% Reduce -12.3% 3,663 $324K
Bradley Foster & Sargent Inc. 0.00% Add +1.0% 3,649 $323K
AssuredPartners Investment Advisors, LLC 0.05% Add +1.4% 3,644 $322K
Key Financial Inc 0.06% Add +6.8% 3,643 $322K
MJT & Associates Financial Advisory Group, Inc. 0.24% Add +124.5% 3,639 $322K
Bayban 0.28% — 3,634 $322K
McClarren Financial Advisors, Inc. 0.19% Reduce -50.0% 1,610 $320K
Fee-Only Financial Planning, L.C. 0.18% No change 3,586 $317K
Affinity Capital Advisors, LLC 0.04% Reduce -14.5% 3,566 $316K
Olde Wealth Management, LLC 0.10% Add +0.1% 3,559 $314K
HM Payson & Co. 0.00% Reduce -17.4% 3,545 $314K
Paces Ferry Wealth Advisors, LLC 0.13% Add +0.9% 3,543 $314K
Brookwood Investment Group LLC 0.04% Add +2.0% 3,541 $313K
Old North State Trust, LLC 0.18% No change 3,510 $311K
Russell Investments Group, Ltd. 0.00% Reduce -31.9% 3,505 $310K
Strategic Financial Partners, Ltd. 0.13% Add +7.6% 3,503 $310K
Pennington Partners & Co., LLC 0.12% Reduce -18.0% 3,501 $310K
Global Trust Asset Management, LLC 0.12% Reduce -72.3% 3,500 $310K
Oath Planning, LLC 0.31% — 3,498 $310K
Level Financial Advisors 0.08% Reduce -43.1% 3,498 $310K
Stockman Wealth Management, Inc. 0.04% No change 3,482 $308K
Linscomb Wealth, Inc. 0.01% Reduce -7.4% 3,467 $307K
Financial Freedom, LLC 0.15% Add +0.5% 3,462 $306K
Morris Financial Concepts, Inc. 0.11% Add +0.3% 3,459 $306K
Baker Tilly Wealth Management, LLC 0.08% Reduce -50.0% 3,454 $306K
Busey Bank 0.01% Reduce -3.6% 3,445 $305K
Blossom Wealth Management 0.50% Reduce -2.1% 3,422 $303K
PFG Advisors 0.01% Add +20.9% 3,419 $303K
Embree Financial Group 0.04% Add +2.7% 3,415 $302K
Greykasell Wealth Strategies, Inc. 0.12% Reduce -0.3% 3,412 $302K
Gold Investment Management Ltd. 0.10% Add +0.8% 3,385 $299K
Synergy Financial Group, LTD 0.21% No change 3,345 $296K
Financial Insights, Inc. 0.10% Add +4.7% 3,334 $295K
Headinvest, LLC 0.06% No change 3,332 $295K
Silver Oak Securities, Incorporated 0.02% Reduce -0.7% 3,298 $294K
StoneX Group Inc. 0.01% Reduce -8.7% 3,323 $294K
McNaughton Wealth Management, LLC 0.12% Reduce -16.9% 3,307 $293K
Prosperity Planning, Inc. 0.11% No change 3,304 $292K
Atwater Malick LLC 0.08% No change 3,285 $291K
Flywheel Private Wealth LLC 0.18% Add +12.5% 3,284 $291K
Strathmore Capital Advisors, Inc. 0.10% New 3,284 $291K
Weaver Consulting Group 0.07% No change 3,265 $289K
Pinney & Scofield, Inc. 0.16% Add +0.1% 3,265 $289K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $288K
WorthPointe, LLC 0.08% New 3,249 $288K
IFC Advisors LLC 0.04% No change 3,229 $286K
Life Planning Partners, Inc 0.22% Add +0.0% 3,223 $285K
Select Asset Management & Trust 0.09% No change 3,197 $283K
M1 Capital Management LLC 0.12% Reduce -2.7% 3,196 $283K
New England Private Wealth Advisors LLC 0.04% Add +8.2% 3,192 $282K
Security National Bank of So Dak 0.14% No change 3,190 $282K
Sage Rhino Capital LLC 0.05% Reduce -4.1% 3,172 $281K
Sheets Smith Wealth Management 0.03% Add +5.1% 3,170 $281K
Avidian Wealth Enterprises, LLC 0.01% Reduce -10.3% 3,167 $280K
Cooper/Haims Advisors, LLC 0.13% Reduce -0.5% 3,163 $280K
Colony Family Offices, LLC 0.07% No change 3,159 $280K
McAdam, LLC 0.01% Add +0.1% 3,159 $280K
MCF Advisors LLC 0.02% Add +97.6% 3,138 $278K
LaSalle St. Investment Advisors, LLC 0.04% Add +2.7% 3,131 $277K
Tandem Capital Management Corp. 0.13% No change 3,122 $276K
Ironwood Investment Counsel, LLC 0.04% Reduce -47.4% 3,121 $276K
Heritage Family Offices, LLP 0.13% Add +0.9% 3,115 $276K
Quadrant Private Wealth Management, LLC 0.05% Reduce -1.9% 3,111 $275K
Wealth Architects, LLC 0.02% Reduce -2.1% 3,110 $275K
Signal Advisors Wealth, LLC 0.02% New 3,106 $275K
First Commonwealth Financial Corp 0.05% Add +5.3% 3,103 $275K
Axis Wealth Partners, LLC 0.15% Add +3.6% 3,095 $274K
Sendero Wealth Management, LLC 0.03% New 3,095 $274K
Keebeck Wealth Management 0.03% New 3,088 $273K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.2% 3,067 $271K
Birchcreek Wealth Management, LLC 0.13% Add +1.9% 3,062 $271K
Oceanside Advisors LLC 0.16% Reduce -0.4% 3,060 $271K
Harbour Capital Advisors, LLC 0.06% Add +1.9% 3,058 $271K
21 West Wealth Management LLC 0.25% Add +3.7% 3,059 $271K
WJ Financial Advisors LLC 0.24% New 3,054 $270K
Morton Brown Family Wealth, LLC 0.07% No change 3,052 $270K
Fidelis Capital Partners, LLC 0.02% New 3,052 $270K
Iowa State Bank 0.05% No change 3,045 $269K
Maripau Wealth Management LLC 0.12% New 3,044 $269K
Resolute Advisors LLC 0.09% Reduce -0.2% 3,029 $268K
Abacus Planning Group, Inc. 0.04% Reduce -42.9% 3,022 $267K
Topel & Distasi Wealth Management, LLC 0.13% Add +1.8% 3,020 $267K
Hoxton Planning & Management, LLC 0.08% Add +0.5% 3,012 $267K
Stonebridge Financial Group, LLC 0.02% No change 3,008 $266K
Davis R M Inc. 0.00% No change 3,005 $266K
Alexander Randolph Advisory, Inc. 0.22% No change 3,000 $265K
Transatlantique Private Wealth LLC 0.08% No change 3,000 $265K
Lincoln Capital LLC 0.05% No change 3,000 $265K
Delta Capital Management LLC 0.15% No change 3,000 $265K
McNamara Financial Services, Inc. 0.05% Reduce -5.1% 2,975 $263K
North Star Asset Management Inc. 0.01% Add +32.9% 2,970 $263K
Landmark Wealth Management, LLC 0.10% Add +3.2% 2,963 $262K
HighPoint Advisor Group LLC 0.01% New 2,958 $262K
First Trust Advisors LP 0.00% Reduce -0.9% 2,953 $261K
Capital Asset Advisory Services LLC 0.01% Reduce -7.9% 2,907 $260K
Brown Brothers Harriman & Co. 0.00% Reduce -10.6% 2,914 $258K
Sprinkle Financial Consultants LLC 0.13% Add +0.8% 2,913 $258K
Capstone Wealth Management Group LLC 0.16% Reduce -10.8% 2,911 $258K
Duncan Williams Asset Management, LLC 0.06% Reduce -1.1% 2,831 $258K
Gilbert & Cook, Inc. 0.03% Reduce -35.6% 2,909 $257K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -2.6% 2,903 $257K
Hopwood Financial Services, Inc. 0.18% No change 2,895 $256K
Twelve Points Wealth Management LLC 0.06% Reduce -0.1% 2,857 $256K
Seneschal Advisors, LLC 0.19% No change 2,886 $255K
Strategic Family Wealth Counselors, L.L.C. 0.06% New 2,809 $255K
Equity Wealth Partners, LLC 0.17% Reduce -25.3% 2,882 $255K
Elite Financial, Inc. 0.12% Add +0.2% 2,888 $255K
Cascade Investment Group, Inc. 0.17% Add +0.3% 2,875 $254K
Charter Oak Capital Management, LLC 0.02% Reduce -15.7% 2,867 $254K
Red Lighthouse Investment Management, LLC 0.09% Reduce -2.3% 2,862 $253K
Finward Bancorp 0.20% Reduce -3.0% 2,862 $253K
MorganRosel Wealth Management, LLC 0.06% Reduce -2.9% 2,859 $253K
Focused Alpha, LLC 0.07% — 2,858 $253K
USA Financial Formulas 0.05% Reduce -9.7% 2,856 $253K
Melfa Wealth Management, Inc. 0.15% No change 2,855 $253K
Allegheny Financial Group 0.04% Add +8.5% 2,852 $252K
Aua Capital Management, LLC 0.13% No change 2,845 $252K
Guidance Point Advisors, LLC 0.06% Reduce -1.4% 2,836 $252K
Westmount Partners, LLC 0.06% Reduce -0.8% 2,837 $251K
Ade, LLC 0.12% No change 2,834 $251K
Moseley Investment Management Inc. 0.08% Add +0.0% 2,833 $251K
Pekin Hardy Strauss, Inc. 0.02% New 2,826 $250K
Arwa LLC 0.15% — 2,814 $249K
Bensler, LLC 0.02% Add +0.1% 2,808 $248K
American Money Management, LLC 0.04% Reduce -0.6% 2,805 $248K
Ascent Group, LLC 0.01% Reduce -0.4% 2,803 $248K
Davis Capital Management 0.17% Reduce -0.5% 2,799 $248K
Vista Investment Management 0.08% New 2,795 $247K
RBA Wealth Management, LLC 0.08% Add +15.0% 2,790 $247K
RDA Financial Network 0.06% Reduce -0.3% 2,783 $246K
PKS Advisory Services, LLC 0.06% Reduce -0.3% 2,783 $246K
Keystone Financial Group 0.02% Reduce -8.4% 2,782 $246K
Capital Advisory Group Advisory Services, LLC 0.07% No change 2,781 $246K
Millennium Management 0.00% Reduce -94.7% 2,780 $246K
Berger Financial Group, Inc 0.01% New 2,773 $245K
Fortis Capital Management LLC 0.03% Add +22.9% 2,771 $245K
Warren Street Wealth Advisors, LLC 0.07% New 2,769 $245K
Texas Capital Bank Wealth Management Services Inc 0.01% Add +22.8% 2,765 $245K
Calamos Wealth Management LLC 0.01% Reduce -7.2% 2,765 $245K
SC&H Financial Advisors, Inc. 0.04% Reduce -1.4% 2,764 $245K
Sellwood Investment Partners LLC 0.10% Add +12.9% 2,764 $245K
Trust Point Inc. 0.02% Add +8.0% 2,759 $244K
Compass Financial Group, INC 0.03% Add +0.5% 2,756 $244K
SwitchPoint Financial Planning, LLC 0.17% Reduce -11.4% 2,756 $244K
SWS Partners 0.06% Reduce -3.4% 2,754 $244K
TOWER TRUST & INVESTMENT Co 0.15% Add +10.8% 2,750 $243K
Ignite Planners, LLC 0.04% Reduce -3.8% 2,674 $243K
Gemmer Asset Management LLC 0.02% Reduce -21.5% 2,732 $242K
Legacy Advisors, LLC 0.03% Add +3.1% 2,729 $241K
Avantax Planning Partners, Inc. 0.01% Reduce -11.7% 2,729 $241K
Advantage Trust Co 0.11% Reduce -36.4% 2,728 $241K
Haverford Trust Co 0.00% Reduce -6.4% 2,717 $240K
ETF Store, Inc. 0.24% Reduce -1.7% 2,709 $240K
First Hawaiian Bank 0.03% Reduce -40.2% 2,705 $239K
Tenret Co LLC 0.12% No change 2,695 $238K
RCW Management, LLC 0.24% — 2,683 $237K
Citizens & Northern Corp. 0.06% No change 2,683 $237K
Cypress Capital Group 0.03% No change 2,661 $235K
Perennial Investment Advisors, LLC 0.02% Reduce -3.3% 2,638 $233K
Brickley Wealth Management 0.04% Add +0.3% 2,638 $233K
Onyx Bridge Wealth Group LLC 0.02% Add +14.3% 2,629 $233K
1015 Capital Partners, LLC 0.23% — 2,629 $233K
Van Hulzen Asset Management, LLC 0.02% Add +2.0% 2,612 $231K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% Add +1.4% 2,607 $231K
Atalanta Sosnoff Capital, LLC 0.00% No change 2,601 $230K
Disciplina Capital Management LLC 0.03% Add +0.9% 2,597 $230K
XY Planning Network, Inc. 0.04% New 2,593 $229K
Pathfinder Wealth Consulting, Inc. 0.14% — 2,589 $229K
Fort Sheridan Advisors LLC 0.03% Reduce -8.8% 2,578 $228K
DecisionMap Wealth Management, LLC 0.14% Add +16.7% 2,576 $228K
Patten Group, Inc. 0.04% Reduce -31.1% 2,572 $228K
Kendall Capital Management 0.05% No change 2,570 $227K
Burling Wealth Partners, LLC 0.04% Reduce -21.5% 2,560 $227K
Smith & Howard Wealth Management, LLC 0.05% No change 2,548 $225K
Paladin Advisory Group, LLC 0.16% Reduce -4.2% 2,548 $225K
Lee Danner & Bass Inc. 0.02% No change 2,534 $224K
TCP Asset Management, LLC 0.04% Reduce -1.9% 2,524 $223K
ABLE Financial Group, LLC 0.04% Reduce -33.8% 2,506 $222K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 2,498 $221K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -1.5% 2,495 $221K
Crestwood Advisors Group, LLC 0.00% Reduce -0.4% 2,492 $221K
Marex Group Ltd 0.00% New 2,486 $220K
Center for Financial Planning, Inc. 0.02% No change 2,484 $220K
D.B. Root & Company, LLC 0.05% New 2,483 $220K
Inspirion Wealth Advisors, LLC 0.03% Reduce -32.4% 2,471 $219K
Core Wealth Advisors, Inc. 0.06% Reduce -20.3% 2,469 $218K
Pallas Capital Advisors LLC 0.01% New 2,466 $218K
Wood Tarver Financial Group, LLC 0.06% Reduce -2.7% 2,472 $218K
Zinnia Wealth Advisory, LLC 0.24% — 2,463 $218K
Orin Green Financial, LLC 0.09% No change 2,459 $218K
Orleans Capital Management Corp. 0.13% Reduce -3.0% 2,445 $216K
Hegarty Advisors, LLC 0.19% — 2,445 $216K
AdvisorNet Financial, Inc 0.01% Add +9.6% 2,440 $216K
Curtis Advisory Group, LLC 0.05% New 2,435 $215K
Columbia Bank 0.06% New 2,429 $215K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -4.0% 2,428 $215K
Valley National Advisers Inc. 0.03% No change 2,423 $214K
American State Bank (Iowa) 0.10% Add +6.8% 2,405 $213K
CGC Financial Services, LLC 0.06% No change 2,405 $213K
MKT Advisors LLC 0.07% Reduce -8.7% 2,394 $212K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 2,395 $212K
Aviso Wealth Management 0.09% Add +3.3% 2,383 $211K
KERR FINANCIAL PLANNING Corp 0.29% Add +95.2% 2,334 $211K
River Wealth Advisors LLC 0.02% New 2,378 $210K
Ledyard National Bank 0.02% No change 2,369 $210K
Sageworth Trust Co 0.01% Reduce -7.7% 2,366 $209K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -13.6% 2,365 $209K
ASL Financial, LLC 0.16% — 2,382 $209K
German American Bancorp, Inc. 0.02% No change 2,364 $209K
BlueStem Wealth Partners, LLC 0.02% Add +0.9% 2,357 $209K
TrustWell Financial Advisors, LLC 0.20% — 2,353 $208K
Drucker Wealth 3.0, LLC 0.04% Add +5.3% 2,349 $208K
WealthCare Investment Partners, LLC 0.06% New 2,348 $208K
Verus Capital Partners, LLC 0.01% New 2,348 $208K
Cassady Wealth & Retirement Planning, LLC 0.14% — 2,343 $207K
Capital Square, LLC 0.11% Reduce -6.5% 2,342 $207K
Columbia River Financial Group, LLC 0.13% Reduce -2.3% 2,342 $207K
WESPAC Advisors, LLC 0.11% New 2,339 $207K
Oak Asset Management, LLC 0.07% Reduce -5.8% 2,338 $207K
Ballast Advisors LLC 0.06% Add +7.0% 2,338 $207K
AlphaCentric Advisors LLC 0.20% — 2,319 $205K
Welch Group, LLC 0.01% New 2,315 $205K
Capital Advisors, Ltd. LLC 0.02% No change 2,304 $204K
Navis Wealth Advisors, LLC 0.09% New 2,300 $204K
Townsend Financial Planning, LLC 0.20% — 2,298 $203K
Latitude Advisors, LLC 0.09% Reduce -9.1% 2,295 $203K
Dynamic Wealth Strategies, LLC 0.12% Add +2.8% 2,288 $202K
Security National Bank of Sioux City Iowa 0.13% Reduce -0.2% 2,284 $202K
Lodestone Wealth Management LLC 0.08% Reduce -0.2% 2,283 $202K
Waterloo Capital, L.P. 0.01% Reduce -0.7% 2,280 $202K
Grove Street Fiduciary, LLC 0.08% No change 2,273 $201K
Insight Advisors, LLC/ PA 0.03% Reduce -7.3% 2,273 $201K
Traynor Capital Management, Inc. 0.01% Reduce -3.3% 2,268 $201K
Sachetta, LLC 0.11% Reduce -55.9% 2,258 $200K
J.Safra Asset Management Corp 0.01% New 2,251 $199K
Obsidian Cio, LLC 0.29% Reduce -20.9% 2,224 $197K
Mycio Wealth Partners, LLC 0.04% No change 2,200 $195K
Planning Project LLC 0.05% — 2,198 $194K
Hilltop National Bank 0.05% Add +17.0% 2,179 $193K
GW&K Investment Management, LLC 0.00% No change 2,125 $188K
Citizens National Bank Trust Department 0.03% Reduce -26.9% 1,960 $173K
Pinnacle Wealth Planning Services, Inc. 0.02% New 1,876 $166K
Elyxium Wealth, LLC 0.04% New 1,825 $161K
Rossby Financial, LCC 0.05% Add +206.2% 1,819 $161K
N.E.W. Advisory Services LLC 0.01% No change 1,795 $159K
Hanson & Doremus Investment Management 0.02% Add +2.2% 1,777 $157K
Archer Investment Corp 0.04% Reduce -7.3% 1,772 $157K
Capital Investment Advisory Services, LLC 0.01% Add +9.8% 1,721 $152K
Cornerstone Planning Group LLC 0.02% Add +542.8% 1,684 $151K
MidFirst Bank 0.01% — 1,700 $150K
LFA - Lugano Financial Advisors SA 0.08% No change 1,669 $148K
Asset Dedication, LLC 0.01% Reduce -0.5% 1,644 $145K
EFG International AG 0.00% — 1,640 $145K
Deutsche Bank AG 0.00% No change 1,605 $142K
Valued Wealth Advisors LLC 0.06% Add +1.7% 1,590 $141K
Fairman Group, LLC 0.11% Add +93.2% 1,588 $141K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,530 $137K
First Pacific Financial 0.02% Add +41.8% 1,537 $136K
Arbor Wealth Management LLC\AZ 0.11% — 1,529 $135K
Oakworth Capital, Inc. 0.01% No change 1,522 $135K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,513 $134K
Keystone Financial Group, Inc. 0.07% Add +0.8% 1,510 $134K
Chapman Financial Group, LLC 0.09% No change 1,508 $133K
Pingora Partners LLC 0.08% No change 1,500 $133K
Paladin Partners, LLC 0.10% — 1,494 $132K
Cape Investment Advisory, Inc. 0.04% Add +462.9% 1,458 $129K
Jupiter Wealth Management LLC 0.06% Reduce -52.2% 1,374 $128K
Bare Financial Services, Inc 0.04% No change 1,434 $127K
Elevated Capital Advisors, LLC 0.03% New 1,419 $126K
Signaturefd, LLC 0.00% Add +8.4% 1,414 $125K
Eastern Bank 0.00% Add +6140.9% 1,373 $121K
Trust Co. of Toledo NA 0.01% No change 1,327 $117K
eCIO, Inc. 0.05% New 1,320 $117K
Marquette Asset Management, LLC 0.02% No change 1,300 $115K
Miller Global Investments, LLC 0.10% — 1,282 $113K
LOM Asset Management Ltd 0.03% No change 1,272 $113K
Urban Financial Advisory Corp 0.04% No change 1,266 $112K
Topsail Wealth Management, LLC 0.02% No change 1,260 $111K
Heritage Wealth Advisors 0.00% Reduce -78.2% 1,246 $110K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,239 $110K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,229 $109K
Teachers Insurance & Annuity Association of America 0.12% Add +134.5% 1,182 $105K
Basepoint Wealth LLC 0.06% New 1,173 $104K
Granite FO LLC 0.05% No change 1,159 $103K
Barclays PLC 0.00% Reduce -68.3% 1,143 $101K
2UniFi Bank 0.05% Reduce -17.3% 1,128 $100K
Atwood & Palmer Inc. 0.01% No change 1,112 $98K
Park Place Capital Corp 0.02% No change 1,111 $98K
Aspect Partners, LLC 0.04% Add +0.4% 1,108 $98K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -40.5% 1,100 $97K
Creative Financial Designs Inc. 0.01% Reduce -36.7% 1,080 $96K
Clearstead Trust, LLC 0.01% No change 1,064 $94K
Ameriflex Group, Inc. 0.05% Reduce -21.6% 1,021 $90K
Howe & Rusling Inc. 0.01% No change 982 $87K
City State Bank 0.02% No change 966 $85K
CNB Bank 0.03% Reduce -4.0% 963 $85K
Generali Asset Management SPA SGR 0.00% No change 960 $85K
Realta Investment Advisors 0.03% Add +11.0% 938 $83K
Washington Trust Advisors, Inc. 0.01% No change 929 $82K
Balentine LLC 0.00% Reduce -81.4% 927 $82K
Glassman Wealth Services 0.01% Reduce -53.7% 921 $82K
Godfrey Financial Associates, Inc. 0.07% — 908 $80K
Cornerstone Financial Management LLC 0.07% — 898 $79K
Hurley Capital, LLC 0.04% Reduce -2.5% 891 $79K
Pacifica Partners Inc. 0.03% No change 852 $75K
Edmond DE Rothschild Holding S.A. 0.00% No change 850 $75K
Murphy & Mullick Capital Management Corp 0.05% Reduce -69.6% 849 $75K
Costello Asset Management, INC 0.02% Add +13.0% 841 $74K
CX Institutional 0.00% Add +248.9% 827 $73K
Toth Financial Advisory Corp. 0.01% Reduce -23.9% 810 $72K
Hollencrest Capital Management 0.00% Add +0.1% 806 $71K
Salomon & Ludwin, LLC 0.01% No change 796 $71K
Graney & King, LLC 0.04% Reduce -30.1% 790 $70K
Flagship Wealth Advisors, LLC 0.02% No change 786 $70K
Alerus Financial NA 0.00% No change 786 $70K
Aberdeen Wealth Management LLC 0.03% Add +14.7% 786 $70K
NBZ Investment Advisors LLC 0.03% No change 760 $67K
Steigerwald, Gordon & Koch Inc. 0.01% No change 748 $66K
Triumph Capital Management 0.01% New 746 $66K
Jackson Hole Capital Partners, LLC 0.01% Add +0.3% 738 $65K
Standard Family Office LLC 0.07% No change 704 $62K
Sittner & Nelson, LLC 0.02% No change 674 $62K
Portfolio Resources Advisor Group, Inc. 0.06% — 692 $61K
Creative Capital Management Investments LLC 0.02% Reduce -21.3% 676 $60K
Kings Path Partners LLC 0.02% No change 672 $59K
Financial Consulate, Inc. 0.01% Add +6.0% 668 $59K
Kingdom Financial Group LLC. 0.02% New 668 $59K
Pin Oak Investment Advisors Inc. 0.04% No change 636 $59K
Keating Financial Advisory Services, Inc. 0.01% — 665 $59K
Bogart Wealth, LLC 0.00% Reduce -1.6% 654 $58K
BankPlus Trust Department 0.01% No change 640 $57K
Colonial Trust Advisors 0.00% Add +104.8% 639 $57K
Smallwood Wealth Investment Management, LLC 0.03% No change 630 $56K
Albion Financial Group 0.00% No change 627 $55K
EPG Wealth Management LLC 0.01% Reduce -9.2% 622 $55K
DHJJ Financial Advisors, Ltd. 0.02% No change 573 $51K
Rice Partnership, LLC 0.01% Reduce -5.0% 551 $49K
SHP Wealth Management 0.00% — 549 $49K
Wealth Watch Advisors, INC 0.02% Add +7.1% 546 $48K
Rosenberg Matthew Hamilton 0.01% Reduce -15.3% 544 $48K
4Thought Financial Group Inc. 0.02% New 535 $47K
Armor Investment Advisors, LLC 0.02% Reduce -32.1% 532 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +26150.0% 525 $47K
Thompson Investment Management, Inc. 0.01% No change 488 $43K
Princeton Global Asset Management LLC 0.01% Add +0.6% 487 $43K
Brown, Lisle/Cummings, Inc. 0.01% No change 480 $42K
Bellevue Asset Management, LLC 0.01% Add +0.2% 467 $41K
Boyd Watterson Asset Management LLC 0.01% No change 462 $41K
Cullen/Frost Bankers, Inc. 0.00% Add +13.6% 443 $39K
Hazlett, Burt & Watson, Inc. 0.01% Add +26.4% 440 $39K
GHP Investment Advisors, Inc. 0.00% No change 439 $39K
Wellington-Altus USA Inc. 0.03% — 434 $38K
Camelot Portfolios, LLC 0.02% New 431 $38K
ESL Trust Services, LLC 0.01% No change 431 $38K
Founders Financial Alliance, LLC 0.01% Reduce -35.3% 419 $37K
Pittenger & Anderson Inc. 0.00% New 410 $36K
Integrity Financial Corp 0.02% Reduce -1.7% 401 $35K
Founders Capital Management 0.02% No change 400 $35K
Roxbury Financial LLC 0.03% Add +0.5% 390 $35K
Laurel Wealth Advisors LLC 0.00% New 386 $34K
Richard W. Paul & Associates, LLC 0.01% Add +0.5% 384 $34K
Caldwell Sutter Capital, Inc. 0.01% Add +13.7% 383 $34K
Quest 10 Wealth Builders, Inc. 0.03% Add +11.3% 373 $33K
Pflug Koory, LLC 0.02% Add +0.8% 372 $33K
Cedar Mountain Advisors, LLC 0.01% Add +0.8% 366 $32K
Barnes Dennig Private Wealth Management LLC 0.03% No change 365 $32K
NorthAvenue LLC 0.03% — 364 $32K
Evermay Wealth Management LLC 0.00% Add +46.5% 356 $32K
Hantz Financial Services, Inc. 0.00% Add +13.1% 354 $31K
Tsfg, LLC 0.00% Add +4.7% 334 $30K
MPWM Advisory Solutions, LLC 0.02% Reduce -37.2% 338 $30K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 334 $30K
GAMMA Investing LLC 0.00% Reduce -62.2% 329 $29K
Copia Wealth Management 0.02% No change 327 $29K
Transamerica Financial Advisors, LLC 0.00% Reduce -32.4% 326 $29K
1620 Investment Advisors, Inc. 0.02% Reduce -2.1% 326 $29K
NFSG Corp 0.00% Add +0.9% 323 $29K
POM Investment Strategies, LLC 0.01% Add +659.5% 319 $28K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 317 $28K
Golden State Wealth Management, LLC 0.00% Add +0.6% 315 $28K
Tidemark, LLC 0.01% No change 310 $27K
Allspring Global Investments Holdings, LLC 0.00% No change 307 $27K
Gen-Wealth Partners Inc 0.01% Add +3.7% 306 $27K
Resources Management Corp. /CT/ 0.00% No change 305 $27K
CKW Financial Group 0.00% No change 300 $27K
Adirondack Trust Co. 0.01% No change 300 $27K
IMG Wealth Management, Inc. 0.02% New 295 $26K
Evelyn Partners Investment Management LLP 0.00% New 295 $26K
Godsey & Gibb, Inc. 0.00% No change 291 $26K
Joseph Group Capital Management 0.01% Add +15.6% 289 $26K
Caitlin John, LLC 0.02% Add +1.1% 288 $25K
Sterling Capital Management LLC 0.00% No change 272 $24K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 268 $24K
Consultiva Wealth Management, Corp. 0.07% No change 265 $23K
Corsicana & Co. 0.01% Reduce -49.0% 260 $23K
Longview Financial Advisors LLC 0.01% No change 254 $22K
Missouri Trust & Investment Co 0.01% No change 250 $22K
Qube Research & Technologies Ltd 0.00% New 248 $22K
Sage Mountain Advisors LLC 0.00% Reduce -93.8% 245 $22K
Legacy Bridge, LLC 0.01% No change 244 $22K
Tradewinds Capital Management, LLC 0.00% Add +0.4% 242 $21K
Register Financial Advisors LLC 0.01% No change 241 $21K
SOA Wealth Advisors, LLC. 0.00% No change 227 $20K
Millstone Evans Group, LLC 0.01% No change 225 $20K
Angeles Wealth Management, LLC 0.00% Reduce -93.0% 223 $20K
Networth Advisors, LLC 0.01% — 211 $19K
Islay Capital Management, LLC 0.01% No change 205 $18K
MTM Investment Management, LLC 0.01% No change 202 $18K
Richardson Capital Management LLC 0.01% No change 201 $18K
FWL Investment Management, LLC 0.00% No change 200 $18K
Dakota Community Bank & Trust NA 0.06% No change 199 $18K
Ankerstar Wealth, LLC 0.02% — 189 $17K
Eukles Asset Management 0.01% Reduce -12.6% 187 $17K
Cranbrook Wealth Management, LLC 0.00% Reduce -54.6% 181 $16K
Motiv8 Investments LLC 0.01% New 181 $16K
McGuire Capital Advisors Inc. 0.01% — 180 $16K
S&T Bank 0.00% No change 175 $15K
Plante Moran Financial Advisors, LLC 0.00% No change 175 $15K
High Note Wealth, LLC 0.00% No change 173 $15K
Ulland Investment Advisors, LLC 0.01% No change 170 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 175 $15K
Fortis Group Advisors, LLC 0.00% No change 167 $15K
Union Savings Bank 0.01% — 165 $15K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -13.7% 164 $15K
Carolina Wealth Advisors, LLC 0.01% New 162 $14K
Harbor Asset Planning, Inc. 0.01% Add +1.3% 161 $14K
Dorato Capital Management 0.01% — 150 $14K
Coastline Trust Co 0.00% No change 150 $13K
Raleigh Capital Management Inc. 0.00% New 137 $12K
IMA Advisory Services, Inc. 0.00% No change 136 $12K
Capital Investment Counsel, Inc 0.00% New 130 $12K
Delta Asset Management LLC 0.00% Add +0.8% 129 $11K
SRH Advisors, LLC 0.00% No change 125 $11K
Van Den Berg Management I, Inc. 0.00% Reduce -43.2% 125 $11K
Bollard Group LLC 0.00% Add +0.8% 126 $11K
Vestor Capital, LLC 0.00% Reduce -99.9% 165 $11K
Fortitude Family Office, LLC 0.00% No change 117 $10K
Walsh & Associates, LLC 0.01% — 115 $10K
Evolution Advisers, Inc. 0.00% Add +480.0% 116 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 113 $10K
Mountain Hill Investment Partners Corp. 0.01% No change 111 $10K
Sunbelt Securities, Inc. 0.00% Reduce -4.4% 109 $10K
Atlas Capital Advisors Inc. 0.00% — 104 $9K
Monetary Management Group Inc. 0.00% New 101 $9K
Proathlete Wealth Management LLC 0.00% Add +70.2% 97 $9K
Benson Wealth Management INC 0.01% — 97 $9K
Kilter Group LLC 0.00% No change 97 $9K
Tower View Wealth Management LLC 0.00% Add +13.1% 95 $8K
Beacon Financial Strategies CORP 0.00% New 85 $8K
Hamilton Point Investment Advisors, LLC 0.00% New 83 $7K
Compass Financial Services Inc 0.00% Reduce -49.7% 82 $7K
Atomic Invest LLC 0.00% — 77 $7K
Monetary Solutions, Ltd 0.01% — 75 $7K
Reyes Financial Architecture, Inc. 0.00% No change 73 $6K
Chesapeake Asset Management LLC 0.01% Add +13.3% 68 $6K
IFC & Insurance Marketing, Inc. 0.01% — 63 $6K
Strive Financial Group ,LLC 0.00% — 64 $6K
Frazier Financial Advisors, LLC 0.00% No change 61 $5K
Horizon Financial Services, LLC 0.00% New 58 $5K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -25.6% 58 $5K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -70.6% 57 $5K
Winthrop Capital Management, LLC 0.00% No change 57 $5K
Robinswood Financial LLC 0.00% Add +1.9% 55 $5K
Innovative Advisory Group, LLC 0.00% No change 50 $4K
IAG Wealth Partners, LLC 0.00% No change 50 $4K
Sunrise Financial Services, LLC 0.00% — 47 $4K
Navigoe, LLC 0.00% New 46 $4K
GoalVest Advisory LLC 0.00% No change 44 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 42 $4K
Concord Wealth Partners 0.00% Reduce -25.0% 39 $3K
HighMark Wealth Management LLC 0.00% Add +5.6% 38 $3K
Jessup Wealth Management, Inc 0.00% New 36 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -93.2% 35 $3K
Investors Research Corp 0.00% No change 35 $3K
Coston, McIsaac & Partners 0.00% Add +2.7% 38 $3K
ORG Partners LLC 0.00% No change 32 $3K
Hughes Financial Services, LLC 0.00% No change 31 $3K
LM Advisors LLC 0.01% Reduce -91.1% 228 $3K
Allianz Asset Management GmbH 0.00% Add +3.7% 28 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 28 $2K
Arvest Investments, Inc. 0.00% New 25 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -82.0% 24 $2K
Financial Management Professionals, Inc. 0.00% No change 20 $2K
Bullock Wealth Management Group 0.00% — 19 $2K
Fairscale Capital, LLC 0.00% No change 18 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 18 $2K
Ares Financial Consulting, LLC 0.00% — 18 $2K
Highline Wealth Partners LLC 0.00% New 16 $1K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Parvin Asset Management, LLC 0.00% New 14 $1K
Cresta Advisors, Ltd. 0.00% New 12 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Stephens Consulting, LLC 0.00% No change 11 $974
Gould Capital, LLC 0.00% No change 11 $973
Hoey Investments, Inc. 0.00% No change 9 $797
Vision Retirement, LLC 0.00% — 8 $708
Horizon Investments, LLC 0.00% Reduce -81.8% 8 $708
Quaker Wealth Management, LLC 0.00% No change 7 $620
Wealth Preservation Advisors, LLC 0.00% No change 6 $531
Prudent Man Investment Management, Inc. 0.00% No change 6 $531
Activest Wealth Management 0.00% Reduce -14.3% 6 $531
Addison Advisors LLC 0.00% No change 5 $410
Financial Gravity Asset Management, Inc. 0.00% Reduce -88.2% 4 $397
MGB Wealth Management, LLC 0.00% Reduce -99.9% 3 $278
Private Wealth Management Group, LLC 0.00% New 1 $89
Key Capital Management, INC 0.00% — 1 $88
Strategic Investment Solutions, Inc. 0.00% No change 1 $64

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