Vanguard Real Estate ETFVNQETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,785 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 20 from Q4 2025. 122 opened new positions and 103 sold out. The largest holders were Empower Advisory Group, LLC ($1.5B), Northwestern Mutual Wealth Management Co. ($1.1B) and Creative Planning ($1.1B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Real Estate ETF
- CUSIP
- 922908553
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $175.8M |
| Exits | 103 | $83.6M |
All 13F filers, Q4 2025 → Q1 2026: 18,766,747 shares bought and 9,787,873 shares sold, net +8,978,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,785 holders
| Empower Advisory Group, LLC | 3.89% | Add +4.5% | 16,879,079 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 0.70% | Add +7.0% | 12,831,491 | $1.1B |
| Creative Planning | 0.76% | Reduce -2.4% | 12,560,585 | $1.1B |
| Bank of America Corp. | 0.07% | Reduce -2.1% | 10,115,744 | $897.3M |
| Wealthfront Advisers LLC | 1.96% | Add +0.3% | 10,070,180 | $893.2M |
| Morgan Stanley | 0.05% | Reduce -1.1% | 9,780,002 | $867.5M |
| State of New Jersey Common Pension Fund D | 2.94% | No change | 8,598,869 | $762.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -9.4% | 7,350,880 | $642.0M |
| US Bancorp \de | 0.60% | Add +7.7% | 5,521,305 | $493.2M |
| Prudential Financial Inc. | 0.46% | Reduce -13.5% | 4,196,621 | $372.2M |
| Wells Fargo & Company | 0.07% | Reduce -1.6% | 4,138,334 | $367.1M |
| Two Sigma Investments, LP | 0.28% | Add +2.4% | 3,660,600 | $324.7M |
| Bank of New York Mellon Corp | 0.06% | Add +27.3% | 3,431,398 | $304.4M |
| Financial Engines Advisors L.L.C. | 0.60% | Reduce -0.3% | 3,358,966 | $297.9M |
| Cetera Investment Advisers | 0.22% | Add +13.3% | 2,362,887 | $209.6M |
| LPL Financial LLC | 0.05% | Add +3.2% | 2,277,005 | $202.0M |
| State of Tennessee, Department of Treasury | 0.67% | Reduce -1.8% | 2,234,023 | $198.2M |
| Pure Financial Advisors, LLC | 2.84% | Add +4.7% | 2,212,485 | $196.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +30.0% | 2,154,411 | $191.1M |
| Mariner, LLC | 0.22% | Add +6.7% | 2,120,019 | $188.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -31.2% | 1,748,564 | $155.1M |
| Sand Hill Global Advisors, LLC | 5.20% | Add +4.7% | 1,741,408 | $154.5M |
| Fifth Third Bancorp | 0.27% | Add +11.6% | 1,677,694 | $148.8M |
| Royal Bank of Canada | 0.03% | Add +1.3% | 1,568,908 | $139.2M |
| Ballentine Partners, LLC | 1.92% | Add +3.5% | 1,558,678 | $138.3M |
| UBS Group AG | 0.02% | Add +7.5% | 1,500,954 | $133.1M |
| Vista Capital Partners, Inc. | 12.92% | Add +3.4% | 1,448,406 | $128.5M |
| Millburn Ridgefield LLC | 2.66% | Add +18.6% | 1,393,147 | $123.6M |
| Catalyst Capital Advisors LLC | 2.30% | Add +18.6% | 1,393,147 | $123.6M |
| Gibson Capital, LLC | 22.91% | Add +5.1% | 1,387,610 | $123.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -13.4% | 1,280,054 | $113.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.8% | 1,037,111 | $92.0M |
| Beacon Capital Management, Inc. | 5.10% | Add +31.1% | 1,022,472 | $90.7M |
| Corient Private Wealth LP | 0.13% | Reduce -9.4% | 1,008,565 | $88.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +228.4% | 950,636 | $84.5M |
| Vanderbilt University | 14.58% | Add +1.1% | 865,645 | $76.8M |
| Assetmark, Inc. | 0.16% | Add +0.3% | 864,880 | $76.7M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -6.2% | 861,206 | $76.4M |
| Seven Post Investment Office LP | 24.36% | Add +1.1% | 849,940 | $75.4M |
| Jefferies Financial Group Inc. | 0.90% | Add +123.0% | 802,137 | $71.1M |
| Glenmede Trust Co. NA | 0.34% | Reduce -8.7% | 781,794 | $69.3M |
| Evergreen Capital Management LLC | 1.46% | Add +7.2% | 759,691 | $67.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Reduce -12.5% | 700,000 | $62.1M |
| Capital Investment Advisors, LLC | 0.90% | Add +5.4% | 693,670 | $61.5M |
| Stifel Financial Corp. | 0.06% | Add +0.4% | 691,627 | $61.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.8% | 689,478 | $61.2M |
| Pathstone Holdings, LLC | 0.24% | Reduce -1.5% | 679,688 | $60.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -7.8% | 666,318 | $59.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.4% | 660,811 | $58.6M |
| Bank of Montreal | 0.02% | Reduce -2.2% | 640,886 | $56.8M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +2.8% | 637,628 | $56.6M |
| Cerity Partners LLC | 0.08% | Add +5.0% | 626,007 | $55.5M |
| Osaic Holdings, Inc. | 0.08% | Add +6.4% | 622,778 | $55.3M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -11.0% | 605,036 | $53.7M |
| Pennsylvania State University | 27.46% | No change | 592,234 | $52.5M |
| Rebalance, LLC | 3.01% | Add +1.9% | 584,295 | $51.8M |
| First Command Advisory Services, Inc. | 0.34% | Reduce -5.1% | 570,841 | $50.6M |
| Glenview Trust Co | 0.76% | Add +10.3% | 544,563 | $48.3M |
| Efficient Advisors, LLC | 3.39% | Reduce -11.3% | 537,829 | $47.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.2% | 509,075 | $45.2M |
| Citizens Financial Group Inc. | 0.60% | Add +1.0% | 486,852 | $43.2M |
| Osborne Partners Capital Management, LLC | 2.28% | Add +6.8% | 485,471 | $43.1M |
| Peapack Gladstone Financial Corp. | 0.54% | Add +1.2% | 477,833 | $42.4M |
| SCS Capital Management LLC | 0.45% | Add +6.3% | 474,337 | $42.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Add +6.1% | 455,462 | $40.4M |
| Moneta Group Investment Advisors LLC | 0.30% | Add +3.8% | 452,995 | $40.2M |
| Falcon Wealth Planning | 2.67% | Add +10.9% | 442,545 | $39.3M |
| Passive Capital Management, LLC. | 11.49% | Add +0.0% | 433,750 | $38.5M |
| M&T Bank Corp | 0.12% | Add +0.5% | 428,238 | $38.0M |
| Captrust Financial Advisors | 0.06% | Add +54.1% | 417,129 | $37.0M |
| Mercer Global Advisors Inc. | 0.05% | Add +2.8% | 416,776 | $37.0M |
| PGIM Custom Harvest LLC | 0.57% | Add +7.5% | 414,124 | $36.7M |
| Nuveen, LLC | 0.01% | Add +28.8% | 412,638 | $36.6M |
| Baird Financial Group, Inc. | 0.06% | Add +4.5% | 408,541 | $36.2M |
| Sei Investments Co. | 0.03% | Add +23.7% | 398,867 | $35.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.8% | 392,376 | $34.8M |
| Focus Partners Wealth | 0.04% | Reduce -2.3% | 375,047 | $33.4M |
| Garde Capital, Inc. | 2.00% | Add +0.6% | 375,869 | $33.3M |
| Midwest Trust Co | 0.42% | Reduce -39.8% | 375,744 | $33.3M |
| Chandler Asset Management, Inc. | 4.82% | Reduce -14.4% | 358,258 | $31.8M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce 0.0% | 349,940 | $31.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +7.2% | 334,104 | $29.6M |
| Comprehensive Financial Management LLC | 0.97% | No change | 328,338 | $29.1M |
| HHM Wealth Advisors, LLC | 3.11% | Add +5.3% | 304,249 | $27.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +11.1% | 303,877 | $27.0M |
| Becker Capital Management Inc. | 0.79% | Add +2.1% | 303,513 | $26.9M |
| Foster & Motley Inc. | 1.37% | Add +4.2% | 299,616 | $26.6M |
| First Financial Bankshares Inc | 0.53% | Reduce -2.1% | 298,357 | $26.5M |
| Sage Financial Group Inc. | 1.67% | Add +11.8% | 289,964 | $25.7M |
| Presilium Private Wealth, LLC | 4.35% | Add +4.2% | 278,196 | $24.7M |
| Kohmann Bosshard Financial Services, LLC | 2.40% | Add +3.6% | 277,909 | $24.7M |
| Neuberger Berman Group LLC | 0.02% | Add +9.5% | 276,709 | $24.5M |
| DecisionPoint Financial, LLC | 5.16% | Add +3.6% | 269,715 | $23.9M |
| Common Fund for Nonprofit Organizations | 2.29% | Reduce -1.7% | 266,709 | $23.7M |
| MAI Capital Management | 0.13% | Add +1.8% | 266,673 | $23.7M |
| Sumitomo Life Insurance Co. | 0.55% | Reduce -51.6% | 266,083 | $23.6M |
| FMR LLC | 0.00% | Add +1.5% | 264,959 | $23.5M |
| Whelan Financial | 7.28% | Add +1.9% | 264,486 | $23.5M |
| Community Trust & Investment Co. | 1.26% | Add +2.1% | 262,380 | $23.3M |
| State Street Corp. | 0.00% | Reduce -0.7% | 256,699 | $22.8M |
| JMG Financial Group, Ltd. | 0.62% | Add +3.1% | 255,079 | $22.6M |
| Kwmg, LLC | 1.88% | Reduce -1.1% | 254,075 | $22.5M |
| GTS Securities LLC | 0.80% | New | 253,269 | $22.5M |
| Roble, Belko & Company, Inc | 2.85% | Add +11.0% | 252,337 | $22.4M |
| Patriot Investment Management Group, Inc. | 1.41% | Add +1.9% | 248,732 | $22.1M |
| Empowered Funds, LLC | 0.14% | New | 245,563 | $21.8M |
| Moller Wealth Partners | 4.21% | Add +5.9% | 240,633 | $21.3M |
| Rodgers & Associates, LTD | 2.17% | Add +3.1% | 240,523 | $21.3M |
| McIlrath & Eck, LLC | 1.59% | Add +2.2% | 238,042 | $21.1M |
| Austin Asset Management Co Inc | 3.54% | Add +6.9% | 236,628 | $21.0M |
| B & T Capital Management DBA Alpha Capital Management | 3.01% | Add +14.3% | 234,294 | $20.8M |
| Ameritas Advisory Services, LLC | 0.81% | Add +19.5% | 233,851 | $20.7M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -4.5% | 227,724 | $20.2M |
| Tectonic Advisors LLC | 1.06% | Add +5.1% | 226,342 | $20.1M |
| Tanglewood Wealth Management, Inc. | 1.66% | Add +5538.6% | 225,487 | $20.0M |
| SWAN Capital LLC | 7.26% | Add +11.0% | 222,529 | $19.7M |
| Define Financial, LLC | 10.46% | Add +6.2% | 217,260 | $19.3M |
| Fairfield University | 9.59% | Add +1.1% | 215,774 | $19.1M |
| CreativeOne Wealth, LLC | 0.43% | Add +0.8% | 210,031 | $18.6M |
| Johnson Financial Group, LLC | 1.24% | Reduce -1.0% | 209,248 | $18.6M |
| Wrenne Financial Planning LLC | 7.24% | Add +4.2% | 208,089 | $18.5M |
| Trilogy Capital Inc. | 0.80% | Reduce -14.1% | 202,225 | $17.9M |
| MassMutual Private Wealth & Trust, FSB | 0.49% | Reduce -34.1% | 201,596 | $17.9M |
| Omega Financial Group, LLC | 5.89% | Add +5.7% | 201,443 | $17.9M |
| Conservest Capital Advisors, Inc. | 1.59% | Reduce -37.3% | 198,127 | $17.6M |
| Sachem Hill LLC | 3.39% | Add +2.5% | 197,319 | $17.5M |
| Citadel Advisors | 0.01% | Add +1865.0% | 196,543 | $17.4M |
| Cypress Financial Planning LLC | 4.84% | Add +2.5% | 195,683 | $17.4M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +213.3% | 195,158 | $17.3M |
| TCV Trust & Wealth Management, Inc. | 1.42% | Add +1.0% | 190,395 | $16.9M |
| Tobias Financial Advisors, Inc. | 2.32% | Add +6.8% | 187,509 | $16.6M |
| Cambridge Capital Management, LLC | 7.08% | Add +5.6% | 185,254 | $16.4M |
| Lido Advisors, LLC | 0.06% | Add +17.6% | 183,400 | $16.3M |
| Daiwa Securities Group Inc. | 0.05% | Add +6.3% | 182,890 | $16.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +68.2% | 182,621 | $16.2M |
| Evoke Wealth, LLC | 0.30% | Add +31.8% | 182,211 | $16.2M |
| Strategic Wealth Investment Group, LLC | 2.05% | Add +2.5% | 182,200 | $16.2M |
| Farther Finance Advisors, LLC | 0.15% | Add +33.4% | 178,898 | $15.9M |
| Firestone Capital Management | 3.28% | Add +0.3% | 177,707 | $15.8M |
| Choreo, LLC | 0.19% | Add +302.5% | 177,240 | $15.7M |
| Rockwood Wealth Management, LLC | 1.12% | Reduce -1.8% | 175,751 | $15.6M |
| Gould Asset Management LLC | 2.70% | Add +0.6% | 175,363 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +20.1% | 174,117 | $15.4M |
| West Financial Advisors, LLC | 2.57% | Add +1.3% | 170,379 | $15.1M |
| Fort Henry Capital, LLC | 8.89% | Add +3.8% | 165,683 | $14.7M |
| Greenwood Gearhart LLC | 0.79% | Add +3.7% | 165,548 | $14.7M |
| LRI Investments, LLC | 1.29% | Reduce -2.1% | 164,784 | $14.6M |
| Commerce Bank | 0.07% | Add +2.9% | 161,275 | $14.3M |
| Valmark Advisers, Inc. | 0.17% | Reduce -2.2% | 158,608 | $14.1M |
| Allodium Investment Consultants, LLC | 6.72% | Add +6.8% | 158,129 | $14.0M |
| Partners in Financial Planning | 2.32% | Add +1.1% | 157,522 | $14.0M |
| Bluestem Financial Advisors, LLC | 5.37% | Add +0.7% | 156,811 | $13.9M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +16.4% | 156,113 | $13.8M |
| Cwm, LLC | 0.04% | Add +6.9% | 155,424 | $13.8M |
| Private Wealth Asset Management, LLC | 1.46% | Reduce -5.4% | 154,378 | $13.7M |
| Ameritas Investment Partners, Inc. | 0.42% | Add +0.1% | 152,650 | $13.5M |
| Navalign, LLC | 3.39% | Add +14.1% | 151,588 | $13.4M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Reduce -1.3% | 151,010 | $13.4M |
| MML Investors Services, LLC | 0.04% | Reduce -7.3% | 149,913 | $13.3M |
| Awm Capital, LLC | 1.19% | Reduce -5.3% | 148,445 | $13.2M |
| BCR Wealth Strategies, LLC | 4.08% | Add +5.5% | 146,803 | $13.0M |
| Partners Capital Investment Group, LLP | 0.48% | Add +1.1% | 144,944 | $12.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 144,972 | $12.8M |
| Plancorp, LLC | 0.36% | Add +3.6% | 137,161 | $12.8M |
| Financial Advisory Corp | 1.74% | Add +0.8% | 141,434 | $12.5M |
| Van Eck Associates Corp. | 0.01% | Add +5.8% | 141,261 | $12.5M |
| Somnio Financial Group, LLC | 8.23% | Add +3.0% | 141,214 | $12.5M |
| GenTrust, LLC | 0.53% | Reduce -35.9% | 140,179 | $12.4M |
| Cordant, Inc. | 5.03% | Add +5.9% | 139,753 | $12.4M |
| Bard Associates Inc. | 3.10% | Add +0.2% | 139,167 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +89.1% | 138,369 | $12.3M |
| AA Financial Advisors, LLC | 1.71% | Add +72.9% | 137,077 | $12.2M |
| BlackRock, Inc. | 0.00% | Add +14.4% | 135,786 | $12.0M |
| Northeast Financial Group, Inc. | 3.16% | Add +2.7% | 133,902 | $11.9M |
| Hurlow Wealth Management Group, Inc. | 2.80% | Reduce -1.0% | 132,612 | $11.8M |
| Blair William & Co. | 0.03% | Reduce -3.0% | 130,414 | $11.6M |
| Hudson Bay Capital Management LP | 0.08% | Add +30.0% | 130,000 | $11.5M |
| Cardiff Park Advisors, LLC | 0.92% | Add +25.5% | 129,455 | $11.5M |
| Nwam LLC | 0.66% | Add +2.0% | 128,627 | $11.4M |
| Galvin, Gaustad & Stein, LLC | 0.92% | Add +5.0% | 127,600 | $11.3M |
| FC Advisory LLC | 3.29% | Add +3.6% | 127,103 | $11.3M |
| Adaptive Financial Consulting, LLC | 4.30% | Add +7.6% | 126,476 | $11.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.7% | 124,286 | $11.0M |
| Truist Financial Corp. | 0.01% | Reduce -38.0% | 124,032 | $11.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.04% | — | 123,768 | $11.0M |
| Magnolia Wealth Management, LLC | 6.31% | Add +3.1% | 122,076 | $10.8M |
| Vestor Capital, LLC | 0.78% | Add +73570.3% | 121,556 | $10.8M |
| Asset Management One Co., Ltd. | 0.03% | Add +2.4% | 121,180 | $10.7M |
| Act Wealth Management, LLC | 3.58% | Add +19.9% | 120,199 | $10.7M |
| Grey Fox Wealth Advisors, LLC | 2.05% | Add +23.4% | 119,666 | $10.6M |
| Krane Financial Solutions LLC | 7.10% | — | 117,761 | $10.4M |
| Flagstone Financial Management | 2.58% | Add +4.7% | 117,361 | $10.4M |
| Johnson Financial Group, Inc. | 0.38% | Reduce -2.3% | 117,194 | $10.4M |
| Horizons Wealth Management | 6.91% | Add +1.6% | 117,118 | $10.4M |
| Bear Mountain Capital, Inc. | 3.12% | Add +7.4% | 106,878 | $10.4M |
| Rakuten Investment Management, Inc. | 0.02% | Add +100.0% | 113,634 | $10.3M |
| Ancora Advisors LLC | 0.22% | Add +13.9% | 116,248 | $10.3M |
| Brown Advisory Inc. | 0.02% | Reduce -19.6% | 115,790 | $10.3M |
| TrueWealth Financial Partners | 4.06% | New | 114,788 | $10.2M |
| Exchange Traded Concepts, LLC | 0.08% | Add +253.6% | 114,760 | $10.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | No change | 114,556 | $10.2M |
| Atmos Advisory, LLC | 5.76% | Add +10.4% | 114,420 | $10.1M |
| Krilogy Financial LLC | 0.33% | Add +6.0% | 106,605 | $10.1M |
| Summit Financial, LLC | 0.13% | Add +183.2% | 114,306 | $10.1M |
| Riverpoint Wealth Management Holdings, LLC | 2.15% | Reduce -0.1% | 114,145 | $10.1M |
| Avior Wealth Management, LLC | 0.29% | Add +0.9% | 114,083 | $10.1M |
| Modera Wealth Management, LLC | 0.12% | Reduce -0.8% | 113,440 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -67.5% | 112,620 | $10.0M |
| JDM Financial Group LLC | 3.84% | Add +5.9% | 140,723 | $10.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -21.0% | 112,270 | $10.0M |
| Archvest Wealth Advisors, Inc. | 6.34% | Add +6.5% | 110,740 | $9.8M |
| NorthRock Partners, LLC | 0.16% | Add +0.5% | 109,381 | $9.7M |
| Checchi Capital Advisers, LLC | 0.66% | Add +4.3% | 108,858 | $9.7M |
| Chilton Capital Management LLC | 0.34% | Reduce -49.8% | 108,633 | $9.6M |
| University of Illinois Foundation | 1.97% | New | 107,990 | $9.6M |
| Gillson Capital LP | 0.78% | New | 107,900 | $9.6M |
| Stephens Inc. | 0.12% | Add +13.8% | 107,594 | $9.5M |
| Prairiewood Capital, LLC | 2.75% | Add +8.5% | 107,316 | $9.5M |
| New Hampshire Trust | 1.91% | Reduce -19.6% | 106,821 | $9.5M |
| Parallel Advisors, LLC | 0.17% | Reduce -0.3% | 106,527 | $9.4M |
| Cercano Management LLC | 0.41% | New | 106,191 | $9.4M |
| Ted Buchan & Co | 3.40% | Add +3.3% | 105,489 | $9.4M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 103,616 | $9.2M |
| PACK Private Wealth, LLC | 4.15% | Add +3.9% | 101,903 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -2.7% | 101,816 | $9.0M |
| Keudell/Morrison Wealth Management | 1.84% | Add +1.4% | 101,501 | $9.0M |
| Kingsview Wealth Management, LLC | 0.12% | Add +5.3% | 100,988 | $9.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 101,482 | $8.9M |
| Peterson Wealth Advisors, LLC | 1.19% | Reduce -19.7% | 100,600 | $8.9M |
| Discipline Wealth Solutions, LLC | 0.93% | Add +747.7% | 99,406 | $8.8M |
| Brookstone Capital Management | 0.10% | Add +6.2% | 99,248 | $8.8M |
| Victory Capital Management Inc. | 0.01% | No change | 99,002 | $8.8M |
| Arkadios Wealth Advisors | 0.14% | Add +9.1% | 97,887 | $8.7M |
| Perbak Capital Partners LLP | 2.13% | New | 97,504 | $8.6M |
| Avion Wealth | 1.79% | Reduce -0.5% | 97,399 | $8.6M |
| NewEdge Advisors, LLC | 0.03% | Add +0.2% | 97,376 | $8.6M |
| Callan Family Office, LLC | 0.20% | Add +17.5% | 97,277 | $8.6M |
| TFO Wealth Partners, LLC | 1.16% | Add +51.9% | 95,970 | $8.5M |
| Waverly Advisors, LLC | 0.06% | Add +33.5% | 95,720 | $8.5M |
| Heritage Wealth Management, Inc./Texas | 3.59% | Add +2.8% | 94,672 | $8.4M |
| Cambridge Associates LLC /Ma/ | 0.13% | No change | 94,533 | $8.4M |
| Industrial Alliance Investment Management Inc. | 4.99% | No change | 94,190 | $8.4M |
| Millennium Management | 0.01% | Add +3267.0% | 93,602 | $8.3M |
| Gray Private Wealth, LLC | 4.15% | Add +3.2% | 93,133 | $8.3M |
| Elm Partners Management LLC | 0.36% | Reduce -2.1% | 93,988 | $8.2M |
| LBMC Investment Advisors, LLC | 0.50% | Reduce -0.5% | 92,164 | $8.2M |
| Bailard, Inc. | 0.19% | Reduce -29.6% | 91,987 | $8.2M |
| Bokf, NA | 0.12% | Reduce -1.7% | 91,492 | $8.1M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +1.0% | 90,969 | $8.1M |
| Savant Capital, LLC | 0.04% | Add +24.6% | 89,308 | $7.9M |
| Tide Cove Capital Partners LLC | 5.35% | Reduce -12.8% | 82,649 | $7.9M |
| Financial Advisors Network, Inc. | 1.08% | Add +19.4% | 88,439 | $7.8M |
| Silver Coast Investments LLC | 2.50% | Add +9.0% | 88,250 | $7.8M |
| Connecticut Wealth Management, LLC | 0.32% | Reduce -7.8% | 86,251 | $7.7M |
| BluePrint Investing LLC | 6.78% | Reduce -0.1% | 85,979 | $7.6M |
| Fairway Wealth LLC | 2.00% | Reduce -59.7% | 85,545 | $7.6M |
| WESCAP Management Group, Inc. | 1.49% | Add +15.5% | 85,428 | $7.6M |
| Mission Wealth Management, LP | 0.16% | Reduce -8.0% | 85,279 | $7.6M |
| Fonville Wealth Management LLC | 1.43% | Add +0.3% | 84,970 | $7.5M |
| Modern Wealth Management, LLC | 0.13% | Reduce -0.4% | 84,590 | $7.5M |
| Cambridge Advisors Inc. | 1.46% | Add +0.0% | 84,729 | $7.5M |
| KCM Investment Advisors LLC | 0.25% | Reduce -10.7% | 84,283 | $7.5M |
| David Kennon Inc | 2.68% | Add +2.5% | 84,232 | $7.5M |
| Marathon Strategic Advisors, LLC | 5.34% | Add +9.7% | 83,720 | $7.4M |
| Tower Research Capital LLC (TRC) | 0.19% | New | 83,495 | $7.4M |
| Harbor Investment Advisory, LLC | 0.58% | Add +4.4% | 83,484 | $7.4M |
| Country Trust Bank | 0.14% | Add +5.8% | 83,152 | $7.4M |
| Employees' Retirement Fund of the City of Fort Worth | 3.19% | No change | 83,000 | $7.4M |
| Americana Partners, LLC | 0.19% | Add +6.8% | 82,450 | $7.3M |
| WestHill Financial Advisors, Inc. | 1.40% | Add +5.4% | 82,390 | $7.3M |
| Silver Oak Advisory Group, Inc. | 3.15% | Add +8.9% | 82,284 | $7.3M |
| WealthCollab, LLC | 3.00% | Add +8.4% | 82,125 | $7.3M |
| Phillips Financial Management, LLC | 0.53% | Reduce -24.8% | 81,612 | $7.2M |
| FIDELIS iM, LLC | 2.74% | Reduce -10.5% | 81,604 | $7.2M |
| Campion Asset Management | 4.91% | Add +2.6% | 81,542 | $7.2M |
| Rathbones Group PLC | 0.03% | Reduce -2.9% | 81,509 | $7.2M |
| Drystone LLC | 6.50% | Add +0.1% | 81,280 | $7.2M |
| Betterment LLC | 0.01% | Add +0.2% | 81,141 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +25.9% | 80,729 | $7.2M |
| United Bank | 0.92% | Add +3.4% | 80,710 | $7.2M |
| Kanawha Capital Management LLC | 0.50% | Add +0.9% | 80,342 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.3% | 79,351 | $7.0M |
| Group One Trading LLC | 0.23% | Reduce -20.8% | 79,064 | $7.0M |
| Amicus Financial Advisors, LLC | 1.92% | Add +2.6% | 78,538 | $7.0M |
| Wealth Alliance, LLC | 0.68% | Add +14.3% | 77,937 | $6.9M |
| Bayshore Asset Management, LLC | 2.69% | Reduce -0.7% | 76,114 | $6.8M |
| Financial Futures Ltd Liability Co. | 2.96% | Add +8.8% | 75,841 | $6.7M |
| Verdence Capital Advisors LLC | 0.39% | Add +7.2% | 74,783 | $6.6M |
| Coldstream Capital Management Inc. | 0.08% | Add +7.4% | 72,507 | $6.4M |
| Regal Investment Advisors LLC | 0.37% | Add +8.8% | 72,163 | $6.4M |
| American Investment Services, Inc. | 1.41% | Add +1.0% | 71,349 | $6.3M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 71,310 | $6.3M |
| Capital Advisors Wealth Management, LLC | 0.85% | Add +1.1% | 71,225 | $6.3M |
| IFG Advisors, LLC | 1.03% | Add +11.6% | 71,220 | $6.3M |
| Latigo Investments, LLC | 3.14% | No change | 70,972 | $6.3M |
| Hardy Reed LLC | 0.46% | No change | 70,572 | $6.3M |
| Clearstead Advisors, LLC | 0.06% | Add +15.2% | 70,237 | $6.2M |
| Cliffwater LLC | 1.64% | No change | 69,923 | $6.2M |
| Richmond Brothers, Inc. | 4.11% | Add +94.2% | 69,588 | $6.2M |
| Patton Fund Management, Inc. | 1.04% | Add +24.7% | 68,856 | $6.1M |
| United Financial Planning Group LLC | 3.61% | Add +11.0% | 68,853 | $6.1M |
| Financial Alternatives, Inc | 3.28% | Add +4.1% | 68,616 | $6.1M |
| Rainwater Charitable Foundation | 3.13% | No change | 68,428 | $6.1M |
| Freestone Capital Holdings, LLC | 0.18% | Reduce -1.0% | 67,013 | $5.9M |
| LMG Wealth Partners, LLC | 1.07% | Add +2.3% | 66,389 | $5.9M |
| PDS Planning, Inc | 0.39% | Add +3.0% | 66,220 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +31.0% | 66,106 | $5.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -12.4% | 65,817 | $5.8M |
| Estate Counselors, LLC | 0.52% | New | 65,755 | $5.8M |
| LPWM LLC | 1.47% | Reduce -1.2% | 65,645 | $5.8M |
| Idaho Trust Co | 1.89% | Add +5.8% | 65,599 | $5.8M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.2% | 65,407 | $5.8M |
| Everhart Financial Group, Inc. | 0.49% | Add +8.7% | 65,368 | $5.8M |
| CMH Wealth Management LLC | 0.99% | Add +38.0% | 65,301 | $5.8M |
| Allworth Financial LP | 0.02% | Reduce -30.4% | 65,108 | $5.8M |
| Biltmore Family Office, LLC | 0.81% | Add +3.5% | 65,100 | $5.8M |
| Allie Family Office LLC | 2.51% | Reduce -1.3% | 64,919 | $5.8M |
| Aletheian Wealth Advisors LLC | 2.80% | — | 64,763 | $5.7M |
| UMB Bank, n.a. | 0.08% | Reduce -3.0% | 64,165 | $5.7M |
| Baron Financial Group, LLC | 3.05% | Add +2.7% | 63,655 | $5.6M |
| Cassaday & Co Wealth Management LLC | 0.12% | Reduce -2.4% | 63,615 | $5.6M |
| Aprio Wealth Management, LLC | 0.31% | Reduce -10.8% | 63,359 | $5.6M |
| Virtu Financial LLC | 0.23% | Add +95.5% | 62,284 | $5.5M |
| Neumann Capital Management, LLC | 1.63% | Reduce -1.9% | 62,257 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +23.9% | 62,943 | $5.5M |
| SG Americas Securities, LLC | 0.01% | Add +4.9% | 61,600 | $5.5M |
| Cohen & Steers, Inc. | 0.01% | Reduce -82.5% | 61,486 | $5.5M |
| Fiduciary Trust Co | 0.06% | Reduce -1.7% | 61,338 | $5.4M |
| Note Advisors, LLC | 2.71% | Add +3.1% | 61,033 | $5.4M |
| VeraBank, N.A. | 0.97% | Add +2.7% | 59,978 | $5.3M |
| Investment Planning Advisors, Inc. | 1.46% | New | 59,726 | $5.3M |
| World Investment Advisors | 0.09% | Add +17.1% | 59,678 | $5.3M |
| White Lighthouse Investment Management Inc. | 0.73% | Reduce -0.6% | 59,363 | $5.3M |
| Crewe Advisors LLC | 0.44% | Reduce -2.4% | 58,720 | $5.2M |
| Whittier Trust Co. | 0.06% | Reduce -4.1% | 57,320 | $5.2M |
| Alliance Wealth Advisors, LLC | 1.12% | New | 58,364 | $5.2M |
| Klingman & Associates, LLC | 0.25% | Add +1.1% | 58,289 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +1.5% | 58,246 | $5.2M |
| Three Bearings Fiduciary Advisors, Inc. | 4.96% | Add +1.4% | 57,769 | $5.1M |
| One Degree Advisors Inc | 1.34% | Add +109.9% | 57,672 | $5.1M |
| Factor Wealth Management LTD | 0.96% | Add +20.5% | 57,578 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Add +0.3% | 56,953 | $5.1M |
| Unconventional Investor, LLC | 2.40% | Add +1.4% | 56,910 | $5.0M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -9.3% | 52,823 | $5.0M |
| Red Wave Investments LLC | 1.49% | Reduce -8.2% | 56,136 | $5.0M |
| Traveka Wealth, LLC | 1.90% | Reduce -0.8% | 56,090 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -93.5% | 55,929 | $5.0M |
| Voya Financial Advisors, Inc. | 0.49% | Add +15.7% | 56,489 | $4.9M |
| Balanced Wealth Group LLC | 1.74% | Reduce -2.3% | 54,798 | $4.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.82% | Reduce -9.4% | 54,581 | $4.8M |
| Cherry Tree Wealth Management, LLC | 1.02% | Add +4.7% | 54,227 | $4.8M |
| ARK & TLK Investments, LLC | 1.30% | Add +12.3% | 54,141 | $4.8M |
| Monograph Wealth Advisors, LLC | 0.45% | Add +2.6% | 54,006 | $4.8M |
| Peak Retirement Planning, Inc. | 0.95% | Add +13.1% | 53,681 | $4.8M |
| SVRN Asset Management, LLC | 4.59% | Add +0.5% | 53,492 | $4.7M |
| Kagan Cocozza Asset Management | 3.34% | Add +12.3% | 53,438 | $4.7M |
| Zeit Capital LLC | 3.17% | Add +15.3% | 53,414 | $4.7M |
| Northwest Quadrant Wealth Management, LLC | 0.98% | Reduce -14.7% | 53,293 | $4.7M |
| KRM Wealth Management L.L.C. | 2.45% | Add +4.4% | 52,990 | $4.7M |
| &partners | 0.02% | Reduce -1.0% | 52,367 | $4.7M |
| Consolidated Portfolio Review Corp | 0.42% | Add +1.1% | 52,185 | $4.6M |
| Pine Ridge Advisers LLC | 0.33% | Add +1.1% | 52,185 | $4.6M |
| Diversified Portfolios, Inc. | 0.38% | Reduce -14.5% | 52,100 | $4.6M |
| Park National Corp. | 0.14% | Add +5.8% | 52,089 | $4.6M |
| Hancock Whitney Corp. | 0.08% | Reduce -22.7% | 49,673 | $4.6M |
| Whitegate Investment Counselors, Inc. | 1.44% | Add +0.7% | 50,934 | $4.5M |
| Dodds Wealth, LLC | 1.10% | Add +3.9% | 50,630 | $4.5M |
| Alhambra Investment Management LLC | 2.06% | Add +4.2% | 50,189 | $4.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.74% | Reduce -71.3% | 49,705 | $4.4M |
| Nalls Sherbakoff Group, LLC | 3.24% | Reduce -5.9% | 49,702 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.1% | 49,685 | $4.4M |
| MBL Wealth, LLC | 0.33% | Add +5.5% | 49,614 | $4.4M |
| Black Diamond Financial, LLC | 0.48% | Add +1.0% | 49,561 | $4.4M |
| 111 Capital | 1.08% | New | 49,458 | $4.4M |
| BOS Asset Management, LLC | 1.11% | Add +3.7% | 49,007 | $4.3M |
| Thrive Capital Management, LLC | 0.94% | Reduce -1.0% | 48,437 | $4.3M |
| Evanson Asset Management, LLC | 0.23% | Reduce -0.4% | 48,378 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Add +21.4% | 48,326 | $4.3M |
| Human Investing LLC | 0.62% | Reduce -16.6% | 48,158 | $4.3M |
| REDW Wealth LLC | 1.70% | Reduce -10.0% | 48,010 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -62.1% | 47,941 | $4.3M |
| Conning Inc. | 0.15% | Add +4.7% | 47,789 | $4.2M |
| GK Wealth Management LLC | 3.67% | New | 48,353 | $4.2M |
| DWR Wealth Management, LLC | 3.67% | Reduce -5.1% | 48,353 | $4.2M |
| LifeGuide Financial Advisors, LLC | 1.34% | Reduce -1.1% | 47,420 | $4.2M |
| Marotta Asset Management | 0.77% | Reduce -2.6% | 47,172 | $4.2M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -26.7% | 46,141 | $4.1M |
| Payne Capital Management, LLC | 1.24% | Reduce -0.5% | 46,117 | $4.1M |
| Arax Advisory Partners | 0.12% | Reduce -10.1% | 46,098 | $4.1M |
| Mgo One Seven LLC | 0.08% | Add +4.4% | 45,614 | $4.0M |
| Impact Partnership Wealth, LLC | 0.50% | Add +74.4% | 45,430 | $4.0M |
| Greenspring Advisors, LLC | 0.24% | Add +16.6% | 45,229 | $4.0M |
| Financial & Tax Architects, LLC | 0.89% | Add +17.1% | 45,088 | $4.0M |
| Sigma Planning Corp | 0.11% | Add +7.4% | 44,884 | $4.0M |
| Keel Point, LLC | 0.26% | Add +26.6% | 44,489 | $3.9M |
| Disciplined Investments, LLC | 1.41% | Add +0.1% | 44,391 | $3.9M |
| Elevate Wealth Advisory, Inc. | 2.47% | Add +8.0% | 44,109 | $3.9M |
| Wolff Wiese Magana LLC | 2.13% | Reduce -4.3% | 43,615 | $3.9M |
| Legacy Financial Group, Inc. | 1.02% | Reduce -1.7% | 43,613 | $3.9M |
| Matrix Trust Co | 0.64% | Add +0.5% | 43,589 | $3.9M |
| MFA Wealth Services | 2.55% | Add +3.0% | 43,494 | $3.9M |
| Apella Capital, LLC | 0.06% | Add +4.6% | 39,885 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +115.2% | 43,303 | $3.8M |
| Farmers & Merchants Investments Inc. | 0.11% | Add +2.2% | 42,957 | $3.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -36.1% | 42,888 | $3.8M |
| Tillman Hartley LLC | 0.95% | Add +17.7% | 42,865 | $3.8M |
| Cordoba Advisory Partners LLC | 1.05% | Add +3.3% | 42,861 | $3.8M |
| Independent Financial Group, LLC | 0.09% | Add +4.6% | 42,752 | $3.8M |
| Family Wealth Partners, LLC | 1.29% | Add +11.4% | 42,620 | $3.8M |
| Cherrydale Wealth Management, LLC | 1.16% | Reduce -0.3% | 42,424 | $3.8M |
| Zhang Financial LLC | 0.13% | Add +0.1% | 42,264 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -35.6% | 42,007 | $3.7M |
| Manchester Capital Management LLC | 0.53% | Reduce -7.3% | 41,803 | $3.7M |
| Vise Technologies, Inc. | 0.07% | No change | 41,695 | $3.7M |
| Integrated Advisors Network LLC | 0.19% | Add +9.2% | 41,358 | $3.7M |
| Wedmont Private Capital | 0.12% | Add +17.6% | 39,604 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +10.7% | 41,077 | $3.6M |
| Grove Bank & Trust | 0.41% | Reduce -70.9% | 41,013 | $3.6M |
| IF Advisors, LLC | 2.57% | Reduce -2.4% | 40,981 | $3.6M |
| Abound Wealth Management | 0.82% | Add +2.8% | 40,819 | $3.6M |
| Warwick Investment Management, Inc. | 0.52% | Reduce -6.4% | 40,667 | $3.6M |
| Axxcess Wealth Management, LLC | 0.12% | Add +5.3% | 40,636 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Add +40.1% | 40,595 | $3.6M |
| First Foundation Advisors | 0.14% | Add +7.3% | 40,542 | $3.6M |
| Proffitt & Goodson Inc. | 0.56% | Reduce -0.1% | 40,484 | $3.6M |
| Keewaydin Investments LLC | 1.13% | Reduce -42.6% | 40,468 | $3.6M |
| RFG Advisory, LLC | 0.07% | Add +1.2% | 40,073 | $3.6M |
| SMART Wealth LLC | 1.04% | Add +3.9% | 39,965 | $3.5M |
| Finhabits Advisors LLC | 3.24% | Add +2.9% | 39,621 | $3.5M |
| BTG Pactual Asset Management US LLC | 0.35% | Add +0.4% | 39,469 | $3.5M |
| Praetorian Wealth Management, Inc. | 0.66% | Add +4.6% | 37,941 | $3.5M |
| Intergy Private Wealth, LLC | 1.02% | Add +1.9% | 39,340 | $3.5M |
| Lodestar Private Asset Management LLC | 0.34% | Add +7.6% | 39,321 | $3.5M |
| South Dakota Investment Council | 0.07% | Add +2.0% | 38,780 | $3.4M |
| Associated Banc-Corp | 0.09% | Reduce -30.2% | 38,573 | $3.4M |
| Tranquilli Financial Advisor LLC | 2.00% | Add +224.4% | 38,536 | $3.4M |
| FDx Advisors, Inc. | 1.09% | Reduce -1.9% | 38,406 | $3.4M |
| Frisco Financial Planning LLC | 2.80% | Reduce -0.5% | 38,325 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +50.0% | 38,283 | $3.4M |
| River's Edge Wealth Management, LLC | 3.19% | Add +3.9% | 35,618 | $3.4M |
| Fort Point Capital Partners LLC | 0.44% | Add +0.6% | 38,219 | $3.4M |
| Tradition Wealth Management, LLC | 0.24% | Add +0.1% | 37,875 | $3.4M |
| Websterrogers Financial Advisors, LLC | 0.96% | Add +5.3% | 37,832 | $3.4M |
| Addison Capital Co | 0.59% | New | 37,710 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -1.1% | 37,704 | $3.3M |
| Croban | 1.57% | Add +3.9% | 37,653 | $3.3M |
| Blueline Advisors LLC | 2.57% | Add +21.7% | 37,306 | $3.3M |
| Wedbush Securities Inc. | 0.10% | Reduce -2.3% | 37,288 | $3.3M |
| Transcendent Capital Group LLC | 1.50% | Add +9.0% | 37,198 | $3.3M |
| Aspiriant, LLC | 0.09% | Reduce -2.2% | 37,162 | $3.3M |
| Texas Yale Capital Corp. | 0.09% | Add +2.0% | 36,988 | $3.3M |
| OpenArc Corporate Advisory, LLC | 0.05% | Add +127.4% | 36,980 | $3.3M |
| Kure Advisory, LLC | 1.78% | Add +6.5% | 36,935 | $3.3M |
| Bleakley Financial Group, LLC | 0.05% | Add +141.7% | 36,834 | $3.3M |
| Truepoint, Inc. | 0.07% | Add +1.9% | 36,692 | $3.3M |
| Prudent Man Advisors, LLC | 0.97% | Reduce -7.4% | 36,594 | $3.2M |
| Encompass Wealth Advisors, LLC | 1.11% | Reduce -0.3% | 36,025 | $3.2M |
| Flow Traders U.S. LLC | 0.10% | Add +10.0% | 35,842 | $3.2M |
| Moran Wealth Management, LLC | 0.10% | Add +0.6% | 35,694 | $3.2M |
| Frontier Asset Management, LLC | 0.66% | Reduce -0.9% | 35,690 | $3.2M |
| Independence Asset Advisors, LLC | 1.14% | Add +66.3% | 35,421 | $3.1M |
| Asset Management Group, Inc. | 0.51% | Add +0.5% | 35,391 | $3.1M |
| Compass Ion Advisors, LLC | 0.30% | Reduce -3.8% | 35,366 | $3.1M |
| Houlihan Financial Resource Group, Ltd. | 1.21% | Reduce -0.3% | 35,082 | $3.1M |
| Pacific Center for Financial Services | 0.79% | Reduce -80.1% | 35,052 | $3.1M |
| Cascade Financial Partners, LLC | 0.32% | Add +1.5% | 34,949 | $3.1M |
| Waldron Private Wealth LLC | 0.12% | Reduce -3.8% | 34,893 | $3.1M |
| TMB Capital Partners, LLC | 1.04% | Add +5.0% | 34,859 | $3.1M |
| E&R Wealth Management, LLC | 3.05% | Add +9.0% | 34,501 | $3.1M |
| Canandaigua National Corp. | 0.27% | — | 34,311 | $3.0M |
| Brindle & Bay Financial Advisors, LLC | 1.86% | Add +7.4% | 34,200 | $3.0M |
| My Personal CFO, LLC | 1.33% | Add +1.9% | 34,199 | $3.0M |
| Anchor Investment Management, LLC | 0.25% | Add +1.6% | 34,184 | $3.0M |
| Decker Retirement Planning Inc. | 1.37% | Add +13.3% | 34,154 | $3.0M |
| ArchPoint Investors | 0.72% | No change | 34,136 | $3.0M |
| One Day In July LLC | 0.24% | Reduce -8.1% | 34,053 | $3.0M |
| Brighton Jones LLC | 0.07% | New | 34,040 | $3.0M |
| Seamount Financial Group Inc. | 1.36% | Add +8.2% | 34,021 | $3.0M |
| Compound Planning, Inc. | 0.09% | Reduce -5.5% | 33,982 | $3.0M |
| Destination Wealth Management | 0.08% | Add +11.6% | 33,930 | $3.0M |
| Frank, Rimerman Advisors LLC | 0.20% | Reduce -9.9% | 33,890 | $3.0M |
| OneAscent Financial Services LLC | 0.16% | Add +103.1% | 33,877 | $3.0M |
| Obsido Oy | 1.81% | Add +7.1% | 33,767 | $3.0M |
| Clarity Capital Advisors, LLC | 1.39% | Add +10.4% | 33,702 | $3.0M |
| Creekside Partners | 1.21% | Reduce -1.7% | 33,022 | $2.9M |
| Soltis Investment Advisors LLC | 0.19% | Add +2.5% | 32,962 | $2.9M |
| Manhattan West Asset Management, LLC | 0.57% | Add +9.7% | 32,924 | $2.9M |
| Webster Bank, N. A. | 0.28% | Reduce -4.7% | 32,850 | $2.9M |
| Plus Group Wealth Advisors LLC | 3.20% | Add +20.5% | 32,829 | $2.9M |
| Family Legacy, Inc. | 0.87% | Add +5.9% | 32,551 | $2.9M |
| Ami Investment Management Inc. | 0.65% | Add +1.5% | 32,508 | $2.9M |
| Blueprint Investment Partners LLC | 0.29% | Add +0.0% | 32,504 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -1.1% | 31,793 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +2.8% | 32,258 | $2.9M |
| Sterling Wealth Management, Inc. | 0.78% | Reduce -2.6% | 32,213 | $2.9M |
| Blueprint Financial Advisors LLC | 0.42% | Reduce -0.0% | 32,069 | $2.8M |
| Sterling Financial Planning, Inc. | 0.84% | Add +1.9% | 31,916 | $2.8M |
| Global Endowment Management, LP | 0.32% | Reduce -16.1% | 31,900 | $2.8M |
| Asset Advisory Group, Inc. | 1.42% | Add +4.7% | 31,842 | $2.8M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -2.0% | 31,801 | $2.8M |
| Nest Investments, LLC | 2.29% | Add +7.8% | 31,762 | $2.8M |
| Retirement Planning Group, LLC | 0.09% | Reduce -5.7% | 31,758 | $2.8M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +21.2% | 31,730 | $2.8M |
| Symmetry Partners, LLC | 0.16% | Add +10.9% | 31,563 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +17.3% | 31,333 | $2.8M |
| Atlas Legacy Advisors, LLC | 0.51% | Add +0.0% | 31,301 | $2.8M |
| Carter Financial, LLC | 2.41% | Reduce -10.8% | 31,197 | $2.8M |
| Composition Wealth, LLC | 0.04% | Add +75.8% | 31,178 | $2.8M |
| Root Financial Partners, LLC | 0.13% | Add +45.7% | 31,055 | $2.8M |
| First Citizens Bank & Trust Co. | 0.06% | Add +3.1% | 30,718 | $2.7M |
| Fsa Wealth Partners, Inc. | 1.29% | Add +14.2% | 30,582 | $2.7M |
| Pinnacle Financial Group, LLC / IL | 0.74% | Reduce -6.2% | 30,477 | $2.7M |
| Infinity Wealth Counsel, LLC | 2.46% | Add +0.1% | 30,238 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | Add +70.4% | 27,741 | $2.6M |
| Index Fund Advisors, Inc. | 0.12% | Add +3.5% | 29,614 | $2.6M |
| Aureum Wealth Management, LLC | 1.82% | Add +15.1% | 29,545 | $2.6M |
| Broadview Financial Management, LLC | 1.78% | Add +0.3% | 29,456 | $2.6M |
| LBJ Family Wealth Advisors, Ltd. | 1.53% | Add +0.0% | 29,867 | $2.6M |
| Kinloch Capital, LLC | 1.06% | New | 29,193 | $2.6M |
| Axos Invest Inc. | 1.96% | Add +2.9% | 29,187 | $2.6M |
| Cutler Investment Counsel LLC | 0.27% | Add +17.1% | 29,058 | $2.6M |
| Courier Capital LLC | 0.14% | Add +0.7% | 28,977 | $2.6M |
| Prosperity Bancshares Inc | 2.06% | Add +13.6% | 28,931 | $2.6M |
| Unison Advisors LLC | 0.19% | Add +1.8% | 28,844 | $2.6M |
| Boston Family Office LLC | 0.17% | Add +42.1% | 28,745 | $2.5M |
| Regatta Capital Group, LLC | 0.39% | Add +9.1% | 28,715 | $2.5M |
| BTC Capital Management, Inc. | 0.17% | No change | 28,609 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.5% | 28,586 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.2% | 28,433 | $2.5M |
| Wealth Advisory Solutions, LLC | 0.56% | New | 28,213 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.1% | 28,198 | $2.5M |
| Novem Group | 0.29% | Add +2.6% | 28,165 | $2.5M |
| Clayton Financial Group LLC | 1.28% | Add +5.5% | 28,141 | $2.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -20.6% | 28,091 | $2.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -2.4% | 28,060 | $2.5M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +22.6% | 27,992 | $2.5M |
| Johnson Wealth Management, LLC | 1.20% | Add +1.1% | 27,982 | $2.5M |
| Westwind Capital | 0.59% | Add +34.5% | 27,743 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -7.0% | 27,639 | $2.5M |
| Harbour Investments, Inc. | 0.04% | Add +22.6% | 27,611 | $2.4M |
| Arete Wealth Advisors, LLC | 0.18% | Add +3.9% | 27,545 | $2.4M |
| Savvy Advisors, Inc. | 0.07% | Reduce -2.8% | 27,473 | $2.4M |
| Rialto Wealth Management, LLC | 0.54% | Reduce -7.9% | 27,285 | $2.4M |
| Cahill Financial Advisors Inc. | 0.26% | Reduce -9.2% | 27,135 | $2.4M |
| Scott & Selber, Inc. | 0.62% | Add +3.3% | 26,948 | $2.4M |
| Continuum Advisory, LLC | 0.23% | Add +5.0% | 26,873 | $2.4M |
| One Capital Management, LLC | 0.07% | Reduce -3.0% | 26,785 | $2.4M |
| Old Second National Bank of Aurora | 0.49% | Reduce -63.2% | 26,776 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 26,749 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -0.4% | 26,683 | $2.4M |
| Foundation Wealth Management, LLC\PA | 0.83% | Reduce -20.8% | 26,644 | $2.4M |
| M Holdings Securities, Inc. | 0.16% | Reduce -15.3% | 26,242 | $2.4M |
| Vertex Investment Solutions Co., Ltd. | 2.71% | Reduce -72.3% | 26,836 | $2.3M |
| Colorado Capital Management, Inc. | 0.87% | Reduce -2.1% | 26,235 | $2.3M |
| Waters Parkerson & Co., LLC | 0.12% | Reduce -0.6% | 26,141 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +2.8% | 26,446 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +23.5% | 26,002 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.3% | 25,911 | $2.3M |
| Bay Rivers Group | 0.96% | Add +2.3% | 25,885 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -0.7% | 25,840 | $2.3M |
| Moneco Advisors, LLC | 0.18% | Reduce -2.2% | 25,822 | $2.3M |
| Man Group plc | 0.00% | Reduce -75.5% | 25,735 | $2.3M |
| Hardin Capital Partners, LLC | 1.06% | Reduce -0.1% | 25,734 | $2.3M |
| Keybank National Association | 0.01% | Reduce -1.0% | 25,691 | $2.3M |
| Carnegie Investment Counsel | 0.04% | Add +2.1% | 25,435 | $2.3M |
| Sherman Asset Management, Inc. | 2.07% | Add +9.7% | 25,377 | $2.3M |
| Capital Management Associates, Inc | 0.51% | Reduce -1.7% | 25,257 | $2.2M |
| WBH Advisory Inc. | 0.17% | Reduce -1.7% | 25,058 | $2.2M |
| Dakota Wealth Management | 0.05% | Reduce -1.1% | 25,101 | $2.2M |
| Frankly Finances, LLC | 2.01% | Add +12.2% | 25,084 | $2.2M |
| Marble Harbor Investment Counsel, LLC | 0.24% | Add +2.1% | 25,025 | $2.2M |
| Vermillion Wealth Management, Inc. | 0.88% | Add +37.1% | 25,015 | $2.2M |
| Stelac Advisory Services LLC | 0.45% | Add +9.6% | 24,861 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -2.4% | 24,748 | $2.2M |
| YANKCOM Partnership | 0.90% | Add +16.4% | 24,703 | $2.2M |
| Shepherd Kaplan Krochuk, LLC | 1.84% | Reduce -3.9% | 24,691 | $2.2M |
| AQR Capital Management | 0.00% | Add +29.9% | 24,632 | $2.2M |
| Manning & Napier Advisors LLC | 0.03% | Add +2.4% | 24,568 | $2.2M |
| Pioneer Wealth Management Group | 0.60% | Add +0.2% | 24,064 | $2.1M |
| Mascoma Wealth Management LLC | 0.44% | New | 24,061 | $2.1M |
| Proficio Capital Partners LLC | 0.11% | Reduce -1.3% | 24,015 | $2.1M |
| Two Sigma Securities, LLC | 0.25% | Add +46.5% | 23,999 | $2.1M |
| Southern Capital Services Inc. | 1.37% | Reduce -0.7% | 23,967 | $2.1M |
| St Germain D J Co. Inc. | 0.08% | Add +5.5% | 23,956 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.0% | 23,794 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Add +1.3% | 23,704 | $2.1M |
| Ascent Wealth Partners, LLC | 0.24% | Add +12.3% | 23,677 | $2.1M |
| Safe Harbor Fiduciary, LLC | 2.00% | Add +3.1% | 23,663 | $2.1M |
| BKM Wealth Management, LLC | 0.76% | Add +9.5% | 23,613 | $2.1M |
| Camelot Technology Advisors, Inc. | 1.53% | Add +16.9% | 23,526 | $2.1M |
| Waller Financial Planning Group, Inc. | 0.46% | Reduce -42.2% | 23,469 | $2.1M |
| Retirement Planning Co of New England, Inc. | 0.85% | Add +0.7% | 23,424 | $2.1M |
| Talon Private Wealth, LLC | 0.27% | — | 23,315 | $2.1M |
| Nikulski Financial, Inc. | 0.51% | Add +107.5% | 23,238 | $2.1M |
| Private Advisory Group LLC | 0.14% | New | 23,077 | $2.0M |
| Titleist Asset Management, LLC | 0.15% | Add +348.6% | 23,068 | $2.0M |
| VERITY Wealth Advisors | 1.35% | Reduce -7.5% | 22,848 | $2.0M |
| Beirne Wealth Consulting Services, LLC | 0.57% | Add +117.3% | 22,805 | $2.0M |
| First National Bank of Omaha | 0.06% | Reduce -66.4% | 22,956 | $2.0M |
| First PREMIER Bank | 0.47% | Add +8.1% | 22,777 | $2.0M |
| Family CFO Inc | 0.90% | Add +4.6% | 22,671 | $2.0M |
| Investment Advisory Group, LLC | 0.51% | Reduce -2.2% | 22,626 | $2.0M |
| Rockland Trust Co. | 0.08% | Reduce -4.3% | 22,547 | $2.0M |
| Hansen & Associates Financial Group, Inc. | 1.06% | Add +268.1% | 21,808 | $2.0M |
| TD Private Client Wealth LLC | 0.04% | Reduce -1.3% | 22,033 | $2.0M |
| Hall Capital Management Co. Inc. | 0.70% | Reduce -0.3% | 20,262 | $2.0M |
| Prime Buchholz LLC | 1.02% | Add +8.6% | 22,004 | $2.0M |
| Financial Management Network Inc. | 0.30% | Add +5.3% | 20,983 | $1.9M |
| Quadrant Capital Group LLC | 0.06% | Add +0.2% | 21,943 | $1.9M |
| Strategic Wealth Advisors LLC | 1.56% | Add +1.1% | 21,935 | $1.9M |
| Silverlake Wealth Management LLC | 0.41% | Add +80.8% | 21,861 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | New | 21,444 | $1.9M |
| CGN Advisors LLC | 0.15% | Add +5.1% | 21,418 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.6% | 21,401 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.5% | 21,398 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Add +170.9% | 21,357 | $1.9M |
| Aspen Investment Management Inc | 0.58% | Add +6.2% | 21,345 | $1.9M |
| Flaharty Asset Management, LLC | 0.23% | Add +5.7% | 21,253 | $1.9M |
| Inman Jager Wealth Management, LLC | 1.10% | Add +0.4% | 21,239 | $1.9M |
| Sound Income Strategies, LLC | 0.09% | Reduce -2.8% | 21,156 | $1.9M |
| Peddock Capital Advisors, LLC | 0.41% | Add +53.3% | 21,155 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.04% | Reduce -1.4% | 20,936 | $1.9M |
| Sepio Capital, LP | 0.10% | Reduce -4.2% | 20,750 | $1.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.38% | Add +12.0% | 20,739 | $1.8M |
| GC Wealth Management RIA, LLC | 0.08% | Add +4.1% | 20,662 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -17.6% | 20,536 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.57% | Add +2.1% | 20,477 | $1.8M |
| Investment Partners, LTD. | 0.65% | Add +0.0% | 20,468 | $1.8M |
| Smithfield Trust Co | 0.08% | Reduce -10.3% | 20,410 | $1.8M |
| AdvisorNet Financial, Inc | 0.09% | Add +735.0% | 20,374 | $1.8M |
| Montecito Bank & Trust | 0.30% | Add +11.9% | 20,300 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +1.1% | 18,747 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Reduce -26.6% | 19,860 | $1.8M |
| Roundview Capital LLC | 0.11% | Add +5.3% | 19,850 | $1.8M |
| Orion Capital Management LLC | 0.61% | Add +3.9% | 19,845 | $1.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.26% | Reduce -0.5% | 19,827 | $1.8M |
| Shepherd Financial Partners LLC | 0.17% | Reduce -7.2% | 19,739 | $1.8M |
| CWA Asset Management Group, LLC | 0.06% | Add +16.2% | 19,704 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -1.3% | 19,696 | $1.7M |
| Opus Financial Solutions LLC | 1.64% | Reduce -2.0% | 19,651 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +18.1% | 19,584 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.9% | 19,425 | $1.7M |
| Five Pine Wealth Management | 1.07% | Add +15.2% | 19,334 | $1.7M |
| Brooklyn FI, LLC | 0.36% | Reduce -2.4% | 19,306 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.55% | Reduce -5.1% | 19,297 | $1.7M |
| Samalin Investment Counsel, LLC | 0.61% | Add +1.3% | 19,235 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +108.9% | 19,133 | $1.7M |
| Gradient Capital Advisors, LLC | 0.44% | Reduce -1.4% | 19,131 | $1.7M |
| Field & Main Bank | 0.49% | Add +1.1% | 19,024 | $1.7M |
| Debussy Capital Management LP | 0.23% | Add +1.4% | 18,994 | $1.7M |
| Palisades Hudson Asset Management, L.P. | 0.65% | Add +10.2% | 18,878 | $1.7M |
| Noble Wealth Management PBC | 0.86% | Reduce -14.4% | 18,881 | $1.7M |
| IMC-Chicago, LLC | 0.03% | Reduce -56.0% | 18,837 | $1.7M |
| Simmons Bank | 0.11% | Reduce -0.8% | 18,811 | $1.7M |
| Advisor OS, LLC | 0.12% | New | 18,755 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -20.8% | 18,665 | $1.7M |
| Covenant Asset Management, LLC | 0.34% | Reduce -0.4% | 18,600 | $1.6M |
| Kirtland Hills Capital Management, LLC | 0.52% | Add +7.9% | 17,473 | $1.6M |
| Motley Fool Wealth Management, LLC | 0.19% | Reduce -3.2% | 18,575 | $1.6M |
| HRT Financial LP | 0.00% | New | 18,516 | $1.6M |
| Dunhill Financial, LLC | 0.39% | Add +17.4% | 18,501 | $1.6M |
| Sax Wealth Advisors, LLC | 0.08% | No change | 18,525 | $1.6M |
| Blue Trust, Inc. | 0.02% | Reduce -31.3% | 18,480 | $1.6M |
| Jacobi Capital Management LLC | 0.09% | Add +41.4% | 18,445 | $1.6M |
| Penobscot Wealth Management | 0.47% | Reduce -20.9% | 18,099 | $1.6M |
| South Plains Financial, Inc. | 0.93% | Reduce -2.8% | 18,060 | $1.6M |
| NBT Bank, N.A. | 0.10% | Add +1.9% | 18,032 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.9% | 18,067 | $1.6M |
| Breakwater Investment Management | 0.59% | Reduce -11.7% | 18,014 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -23.2% | 18,013 | $1.6M |
| Ifrah Financial Services, Inc. | 0.42% | Reduce -10.6% | 17,980 | $1.6M |
| Alpine Bank Wealth Management | 0.23% | Add +1.8% | 17,966 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Add +10.2% | 17,905 | $1.6M |
| Prospect Financial Group LLC | 1.47% | Add +0.4% | 17,889 | $1.6M |
| Financial Solutions Advisory Group, Inc. | 0.22% | — | 17,781 | $1.6M |
| St. Louis Trust Co | 0.18% | Add +2.0% | 17,485 | $1.6M |
| Parsons Capital Management Inc. | 0.07% | Add +6.7% | 17,482 | $1.6M |
| North Star Investment Management Corp. | 0.09% | Add +14.3% | 17,459 | $1.5M |
| Ti-Trust, Inc. | 0.91% | Add +2.3% | 17,326 | $1.5M |
| Cerity Partners Retirement Plan Advisors LLC | 0.78% | — | 17,550 | $1.5M |
| Novak & Powell Financial Services, Inc. | 0.82% | Reduce -0.8% | 17,250 | $1.5M |
| Tiaa Trust, National Association | 0.09% | Reduce -88.0% | 17,244 | $1.5M |
| Epiq Partners, LLC | 0.73% | Add +5.1% | 17,225 | $1.5M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -0.8% | 17,211 | $1.5M |
| Vestcor Inc | 0.04% | Add +132.2% | 17,155 | $1.5M |
| Slow Capital, Inc. | 0.20% | Reduce -0.8% | 17,149 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.35% | Add +16.4% | 17,140 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.50% | Add +7.4% | 17,118 | $1.5M |
| Sierra Capital LLC | 0.17% | Add +0.3% | 17,111 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -16.2% | 17,101 | $1.5M |
| Sylvest Advisors, LLC | 0.81% | New | 17,088 | $1.5M |
| First Financial Bank - Trust Division | 0.12% | Reduce -8.3% | 17,058 | $1.5M |
| AlphaCore Capital LLC | 0.04% | Reduce -8.6% | 17,028 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +52.1% | 16,992 | $1.5M |
| Graetz Wealth LLC | 1.34% | Add +6.9% | 16,882 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Add +7.6% | 16,851 | $1.5M |
| Cooke Wealth Management, LLC | 1.32% | Add +6.9% | 16,756 | $1.5M |
| GLOBALT Investments LLC / GA | 0.05% | No change | 16,750 | $1.5M |
| Verde Capital Management | 0.32% | Add +3.3% | 16,749 | $1.5M |
| Burton Enright Welch | 0.20% | Reduce -3.5% | 16,742 | $1.5M |
| Insigneo Advisory Services, LLC | 0.11% | Reduce -7.2% | 16,728 | $1.5M |
| 1834 Investment Advisors Co. | 0.19% | No change | 16,723 | $1.5M |
| Hershey Financial Advisers, LLC | 1.28% | Add +27.1% | 16,677 | $1.5M |
| Gryphon Financial Partners LLC | 0.15% | Add +1.2% | 16,656 | $1.5M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -0.3% | 16,632 | $1.5M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -7.1% | 16,622 | $1.5M |
| Aquire Wealth Advisors, LLC | 0.39% | Reduce -14.7% | 16,600 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Add +10.6% | 16,590 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.49% | Reduce -49.5% | 16,587 | $1.5M |
| Retirement Financial Solutions, LLC | 0.42% | Reduce -2.3% | 16,551 | $1.5M |
| Choate Investment Advisors | 0.03% | Add +1.3% | 16,519 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +5.1% | 16,489 | $1.5M |
| Waterford Advisors, LLC | 0.46% | New | 16,743 | $1.5M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -4.4% | 16,482 | $1.5M |
| Lutz Financial Services LLC | 0.10% | Reduce -3.2% | 16,269 | $1.4M |
| North Berkeley Wealth Management, LLC | 0.76% | Reduce -0.9% | 16,192 | $1.4M |
| First Nebraska Trust Co | 0.13% | Add +0.2% | 16,186 | $1.4M |
| Garner Asset Management Corp | 0.56% | Add +0.8% | 16,184 | $1.4M |
| William Howard & Co Financial Advisors Inc | 1.23% | Add +6.6% | 16,054 | $1.4M |
| Centennial Bank | 0.51% | Add +0.9% | 16,034 | $1.4M |
| Eclectic Associates Inc. | 0.19% | Add +1.1% | 15,995 | $1.4M |
| Austin Wealth Management, LLC | 0.32% | Reduce -11.7% | 15,686 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.30% | Reduce -1.7% | 15,938 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +6.1% | 15,822 | $1.4M |
| Flagstar Securities, Inc. | 0.51% | Reduce -5.2% | 15,745 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.90% | New | 15,684 | $1.4M |
| Marquette Associates, Inc. | 1.51% | New | 15,659 | $1.4M |
| One Wealth Map LLC | 0.68% | Reduce -3.2% | 14,434 | $1.4M |
| Rothschild Investment LLC | 0.07% | Reduce -2.5% | 15,596 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -5.4% | 15,475 | $1.4M |
| HORAN Wealth, LLC | 0.13% | Add +100.0% | 15,484 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -2.3% | 15,346 | $1.4M |
| River Street Advisors LLC | 0.46% | Reduce -18.6% | 15,363 | $1.4M |
| Ritholtz Wealth Management | 0.02% | Add +26.8% | 15,252 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 15,203 | $1.3M |
| Briggs Wealth Management, Inc | 1.42% | No change | 15,118 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.6% | 15,085 | $1.3M |
| Lester Murray Antman dba SimplyRich | 0.34% | No change | 15,082 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Add +6.1% | 15,007 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -53.2% | 14,974 | $1.3M |
| Mystic Asset Management, Inc. | 0.31% | Reduce -0.1% | 14,962 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.7% | 14,953 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -53.0% | 14,930 | $1.3M |
| Fund Evaluation Group, LLC | 0.04% | No change | 14,861 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -30.8% | 14,496 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Reduce -28.9% | 14,743 | $1.3M |
| Plimoth Trust Co. LLC | 0.29% | Reduce -7.0% | 14,742 | $1.3M |
| Kovack Advisors, Inc. | 0.07% | Reduce -32.1% | 14,607 | $1.3M |
| Argent Trust Co | 0.04% | Add +17.5% | 14,645 | $1.3M |
| Hanover Advisors Inc. | 0.53% | Reduce -11.1% | 14,627 | $1.3M |
| Rossmore Private Capital | 0.11% | Add +0.1% | 14,570 | $1.3M |
| Integris Wealth Management, LLC | 0.30% | Reduce -5.3% | 14,527 | $1.3M |
| Andrews Advisory Associates, LLC | 0.68% | Reduce -47.9% | 14,524 | $1.3M |
| Ascentis Independent Advisors | 0.10% | Add +101.1% | 14,459 | $1.3M |
| Newport Capital Group, LLC | 0.78% | Add +9.7% | 14,456 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +6.1% | 14,337 | $1.3M |
| Sovran Advisors, LLC | 0.10% | Reduce -2.2% | 13,170 | $1.3M |
| City Holding Co. | 0.16% | Reduce -20.2% | 14,299 | $1.3M |
| UNIVEST FINANCIAL Corp | 0.07% | Reduce -68.9% | 14,280 | $1.3M |
| Hengehold Capital Management LLC | 0.11% | Reduce -40.3% | 14,231 | $1.3M |
| Howard Wealth Management, LLC | 0.53% | Reduce -1.2% | 14,119 | $1.3M |
| Sweeney & Michel, LLC | 0.37% | Add +1.1% | 13,397 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.29% | Add +0.0% | 14,095 | $1.3M |
| Westside Investment Management, Inc. | 0.19% | Add +0.6% | 14,037 | $1.2M |
| DT Investment Partners, LLC | 0.10% | Reduce -2.8% | 13,826 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.17% | Add +0.4% | 13,824 | $1.2M |
| North Dallas Bank & Trust Co. | 0.83% | Reduce -0.4% | 13,815 | $1.2M |
| Vernal Point Advisors, LLC | 0.50% | No change | 13,805 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.59% | Reduce -5.7% | 13,701 | $1.2M |
| Vanguard National Trust Co | 0.08% | — | 13,679 | $1.2M |
| Kassira Wealth Management LLC | 1.11% | Add +12.7% | 13,655 | $1.2M |
| Texas Bank & Trust Co | 0.45% | Add +4.7% | 13,624 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +10.2% | 13,601 | $1.2M |
| Sincerus Advisory, LLC | 0.91% | Reduce -0.6% | 13,594 | $1.2M |
| Faithward Advisors, LLC | 0.17% | Add +61.8% | 13,582 | $1.2M |
| Trustmark Bank Trust Department | 0.08% | Reduce -17.3% | 13,435 | $1.2M |
| Dopkins Wealth Management, LLC | 0.48% | Reduce -4.7% | 13,369 | $1.2M |
| Telos Capital Management, Inc. | 0.11% | Reduce -7.2% | 13,362 | $1.2M |
| Nordwand Advisors, LLC | 0.21% | Reduce -4.4% | 13,318 | $1.2M |
| Acropolis Investment Management, LLC | 0.05% | No change | 13,298 | $1.2M |
| Larson Financial Group LLC | 0.04% | Reduce -2.6% | 13,278 | $1.2M |
| Stokes Family Office, LLC | 0.12% | Reduce -6.4% | 13,265 | $1.2M |
| Beaird Harris Wealth Management, LLC | 0.08% | Reduce -21.9% | 13,258 | $1.2M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -3.8% | 13,224 | $1.2M |
| Red Reef Advisors LLC | 1.23% | Add +3.1% | 13,215 | $1.2M |
| Integrity Wealth Solutions LLC | 0.46% | Add +2.9% | 13,195 | $1.2M |
| Hudson Oak Wealth Advisory LLC | 1.02% | Add +2.6% | 13,185 | $1.2M |
| DBK Financial Counsel, LLC | 0.89% | Add +5.5% | 13,183 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -5.5% | 13,165 | $1.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.34% | Reduce -2.5% | 13,119 | $1.2M |
| Endowment Wealth Management, Inc. | 0.51% | Add +1.9% | 13,040 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.19% | Add +15.1% | 12,966 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -10.7% | 12,895 | $1.1M |
| Arkansas Financial Group, Inc. | 0.16% | Add +3.3% | 12,408 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -0.5% | 12,879 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.8% | 12,874 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +5.2% | 12,867 | $1.1M |
| Donalies Financial Planning, LLC | 0.97% | Add +3.4% | 12,828 | $1.1M |
| RTD Financial Advisors, Inc. | 0.14% | Add +2.0% | 12,803 | $1.1M |
| Trinity Legacy Partners, LLC | 0.25% | Add +19.5% | 12,015 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.19% | Add +19.6% | 12,743 | $1.1M |
| Quantbot Technologies LP | 0.05% | Add +41.9% | 12,719 | $1.1M |
| Meramec Financial Planners, LLC | 0.45% | Add +1.6% | 11,606 | $1.1M |
| Woodward Diversified Capital, LLC | 0.51% | New | 11,644 | $1.1M |
| Independent Advisor Alliance | 0.01% | Add +12.3% | 12,681 | $1.1M |
| General Partner, Inc. | 0.68% | No change | 12,632 | $1.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.10% | Reduce -17.3% | 12,620 | $1.1M |
| Ameraudi Asset Management, Inc. | 0.61% | Add +15.3% | 12,596 | $1.1M |
| Robinson Value Management, Ltd. | 0.62% | Reduce -7.7% | 12,479 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -12.5% | 12,465 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -0.8% | 12,429 | $1.1M |
| Warner Financial, Inc. | 0.38% | Add +1.3% | 12,418 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -0.9% | 12,217 | $1.1M |
| First Merchants Corp. | 0.04% | Reduce -15.0% | 12,200 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.21% | Reduce -0.8% | 12,139 | $1.1M |
| Brio Consultants, LLC | 0.13% | Reduce -3.8% | 11,226 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -42.3% | 12,100 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -1.5% | 12,063 | $1.1M |
| Magnus Financial Group LLC | 0.09% | Reduce -0.1% | 12,018 | $1.1M |
| Sentinel Pension Advisors, LLC | 0.16% | Reduce -0.8% | 11,999 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +2.9% | 11,907 | $1.1M |
| CVA Family Office, LLC | 0.11% | Add +7.1% | 11,899 | $1.1M |
| Windsor Capital Management, LLC | 0.31% | Reduce -4.4% | 11,878 | $1.1M |
| Precision Wealth Strategies, LLC | 0.35% | Reduce -14.2% | 11,870 | $1.1M |
| Southern Michigan Bank & Trust | 0.40% | — | 11,868 | $1.1M |
| Madden Advisory Services, Inc. | 0.41% | Reduce -5.9% | 11,828 | $1.0M |
| Main Street Financial Solutions, LLC | 0.08% | Add +2.3% | 11,793 | $1.0M |
| Curran Financial Partners, LLC | 0.19% | Reduce -3.4% | 11,781 | $1.0M |
| Causey Wealth LLC | 0.44% | Add +0.9% | 11,748 | $1.0M |
| Coordinated Financial Services, Inc. | 0.60% | Reduce -19.1% | 11,666 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Add +0.3% | 11,629 | $1.0M |
| Almanack Investment Partners, LLC. | 0.17% | Add +23.7% | 11,625 | $1.0M |
| Independence Bank of Kentucky | 0.13% | Reduce -2.1% | 11,621 | $1.0M |
| Parkside Financial Bank & Trust | 0.08% | Reduce -0.5% | 11,614 | $1.0M |
| Logan Stone Capital, LLC | 0.29% | New | 11,587 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.7% | 11,580 | $1.0M |
| L.K. Benson & Company, P.C. | 0.34% | Reduce -8.6% | 11,535 | $1.0M |
| CRA Financial Services, LLC | 0.13% | Reduce -21.7% | 11,527 | $1.0M |
| Petix & Botte Co | 0.46% | Reduce -53.9% | 11,460 | $1.0M |
| Hyundai Investments Co., Ltd. | 1.15% | Add +108.4% | 11,639 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Add +364.6% | 11,457 | $1.0M |
| First Horizon Corp. | 0.04% | Reduce -6.2% | 11,450 | $1.0M |
| Curio Wealth, LLC | 0.35% | Add +1.1% | 11,440 | $1.0M |
| Livet Wealth, LLC | 0.65% | Add +1.9% | 11,439 | $1.0M |
| Maseco LLP | 0.03% | Add +1.1% | 11,439 | $1.0M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -1.2% | 11,410 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Add +0.8% | 11,386 | $1.0M |
| Winthrop Partners - WNY, LLC | 0.54% | Reduce -2.5% | 11,357 | $1.0M |
| American Financial Advisors, LLC | 0.13% | Add +3.4% | 11,355 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -27.4% | 11,347 | $1.0M |
| Peoples Financial Services Corp. | 0.48% | Reduce -1.7% | 11,316 | $1.0M |
| Xcelsior Advisor Partners LLC | 0.38% | Add +4.6% | 11,275 | $1.0M |
| Emerald Investment Advisers, LLC | 0.09% | — | 11,239 | $997K |
| SageView Advisory Group, LLC | 0.04% | Add +1.5% | 11,204 | $994K |
| Principal Securities, Inc. | 0.01% | Add +13.9% | 11,095 | $984K |
| Crews Bank & Trust | 0.14% | Reduce -12.2% | 11,091 | $984K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.1% | 11,056 | $981K |
| XTX Topco Ltd | 0.02% | New | 10,965 | $973K |
| Wealth Enhancement Trust Services, Inc. | 0.12% | Reduce -15.0% | 10,964 | $973K |
| Reality Financial Planning Services, LLC | 0.93% | Reduce -5.6% | 10,914 | $968K |
| Bouchey Financial Group, Ltd. | 0.07% | No change | 10,425 | $967K |
| O'ROURKE & COMPANY, Inc | 0.38% | Add +14.1% | 10,865 | $964K |
| Argyle Capital Partners, LLC | 0.69% | Reduce -5.1% | 10,853 | $963K |
| Sargent Investment Group, LLC | 0.13% | Reduce -1.8% | 10,824 | $960K |
| TPG Advisors LLC | 0.60% | Add +2.0% | 10,817 | $959K |
| Nicolet Bankshares Inc. | 0.04% | New | 10,764 | $958K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.5% | 8,474 | $957K |
| Nestegg Advisors, Inc. | 0.84% | Reduce -10.6% | 10,786 | $957K |
| Sowell Financial Services LLC | 0.04% | Reduce -6.1% | 10,700 | $949K |
| WASHINGTON TRUST Co | 0.03% | Add +2.7% | 10,667 | $946K |
| Foster Group, Inc. | 0.03% | Reduce -24.1% | 10,621 | $942K |
| Martel Wealth Advisors LLC | 0.16% | Reduce -1.4% | 10,572 | $938K |
| Powerhouse Assets LLC | 0.81% | Add +8.4% | 10,539 | $935K |
| IFP Advisors, Inc | 0.02% | Reduce -8.7% | 10,464 | $928K |
| Piedmont Capital Management, LLC | 0.47% | Reduce -0.5% | 10,244 | $927K |
| NWF Advisory Services Inc. | 0.10% | Reduce -16.9% | 10,418 | $924K |
| Invesco Ltd. | 0.00% | Add +2.6% | 10,356 | $919K |
| Newman Dignan & Sheerar, Inc. | 0.19% | Add +11.5% | 10,300 | $914K |
| Bank Ozk | 0.32% | Add +0.9% | 10,296 | $913K |
| Forum Financial Management, LP | 0.01% | Reduce -1.4% | 10,287 | $912K |
| Mustard Seed Financial, LLC | 0.55% | Reduce -0.1% | 10,272 | $911K |
| American Trust | 0.08% | Reduce -6.4% | 10,263 | $910K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 10,243 | $909K |
| Matrix Private Capital Group LLC | 0.44% | Add +1.4% | 10,202 | $905K |
| Great Hill Capital LLC | 0.56% | Add +84.3% | 10,134 | $899K |
| Trust Co | 0.08% | Add +2.0% | 10,130 | $899K |
| Private Trust Co. NA | 0.08% | Add +0.4% | 9,535 | $898K |
| Genesis Financial Group, LLC | 0.60% | Add +18.3% | 10,098 | $896K |
| Simon Quick Advisors, LLC | 0.04% | No change | 10,071 | $893K |
| Comprehensive Money Management Services LLC | 0.58% | Add +2.8% | 9,896 | $878K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 9,857 | $874K |
| Curbstone Financial Management Corp | 0.17% | Add +1.6% | 9,814 | $871K |
| Apeiron RIA LLC | 0.20% | Add +4.6% | 9,795 | $869K |
| Sentinel Wealth Management, Inc. | 0.69% | Reduce -0.7% | 9,794 | $869K |
| BLB&B Advisors, LLC | 0.04% | Add +54.3% | 9,766 | $866K |
| Chesapeake Wealth Management | 0.27% | Reduce -0.2% | 9,761 | $866K |
| FSM Wealth Advisors, LLC | 0.11% | Add +11.5% | 9,733 | $863K |
| Intellectus Partners, LLC | 0.18% | No change | 9,725 | $863K |
| Old National Bancorp | 0.01% | Add +17.6% | 9,724 | $863K |
| Upper Left Wealth Management, LLC | 0.51% | Reduce -0.2% | 9,672 | $858K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -8.3% | 9,595 | $851K |
| BlueSky Wealth Advisors, LLC | 0.11% | Reduce -84.8% | 9,595 | $851K |
| Westfuller Advisors, LLC | 0.37% | Add +8.8% | 9,582 | $850K |
| Mayport, LLC | 0.16% | New | 9,565 | $848K |
| Allegiance Financial Group Advisory Services LLC | 0.17% | Reduce -4.8% | 9,559 | $848K |
| Werba Rubin Papier Wealth Management | 0.12% | Add +6.8% | 9,558 | $848K |
| Lexington Hill Partners, LLC | 0.48% | Reduce -8.1% | 9,557 | $848K |
| SlateStone Wealth, LLC | 0.07% | Reduce -1.0% | 9,552 | $847K |
| Ruedi Wealth Management, Inc. | 0.22% | Reduce -2.4% | 9,544 | $847K |
| Oakmont Advisory Group, LLC | 0.86% | Add +28.2% | 9,514 | $844K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +23.1% | 9,508 | $843K |
| Armbruster Capital Management, Inc. | 0.14% | Reduce -6.7% | 9,481 | $841K |
| Bucket List Wealth Management, LLC | 0.51% | Add +0.5% | 9,466 | $840K |
| Mather Group, Llc. | 0.01% | Reduce -2.5% | 9,450 | $838K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -7.8% | 9,439 | $837K |
| Uptown Financial Advisors LLC | 0.67% | Add +16.0% | 9,394 | $833K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -54.2% | 9,376 | $832K |
| Eagle Bay Advisors LLC | 0.73% | New | 9,362 | $830K |
| AMG National Trust Bank | 0.02% | Add +15.7% | 9,352 | $830K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.3% | 9,351 | $829K |
| Wiser Advisor Group LLC | 1.00% | Reduce -6.8% | 9,313 | $826K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.5% | 9,278 | $823K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.20% | No change | 8,595 | $821K |
| LYNX Capital Group Ltd. | 0.38% | No change | 9,236 | $819K |
| True North Advisors, LLC | 0.09% | Add +84.3% | 9,181 | $814K |
| Financial Perspectives, Inc | 0.23% | Add +0.0% | 9,168 | $813K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -31.2% | 9,170 | $813K |
| Clifford Group, LLC | 0.62% | Add +6.8% | 9,143 | $811K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +12.6% | 9,142 | $811K |
| DV Trading LLC | 0.07% | Add +46.1% | 9,122 | $809K |
| Gibraltar Capital Management, Inc. | 0.14% | No change | 9,070 | $805K |
| KOM Wealth Management Group, LLC | 0.55% | Reduce -23.9% | 9,036 | $801K |
| Bramshill Investments, LLC | 0.07% | Reduce -10.0% | 9,000 | $798K |
| Knollwood Investment Advisory, LLC | 0.08% | Add +0.7% | 8,989 | $797K |
| Pinnacle Bancorp, Inc. | 0.23% | Add +0.5% | 8,952 | $794K |
| Winter & Associates, Inc. | 0.69% | Reduce -16.8% | 8,755 | $791K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -18.3% | 8,911 | $790K |
| Jim Saulnier & Associates, LLC | 0.38% | Add +9.3% | 8,845 | $785K |
| PFG Investments, LLC | 0.04% | Reduce -1.1% | 8,819 | $782K |
| Richardson Financial Services Inc. | 0.49% | Add +0.9% | 8,782 | $779K |
| Stablepoint Partners, LLC | 0.12% | Add +12.8% | 8,737 | $775K |
| Atlantic Union Bankshares Corp | 0.01% | Add +5.2% | 8,662 | $768K |
| Summit Wealth Group LLC / Co. | 0.08% | New | 8,607 | $767K |
| New Republic Capital, LLC | 0.26% | Reduce -38.0% | 8,588 | $762K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Add +2.0% | 8,587 | $762K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 8,518 | $756K |
| Outlook Wealth Advisors, LLC | 0.18% | Add +51.2% | 8,571 | $752K |
| Worth Asset Management, LLC | 0.28% | New | 8,467 | $751K |
| United Community Bank | 0.25% | Reduce -29.0% | 8,467 | $751K |
| Motco | 0.07% | Reduce -0.3% | 8,430 | $748K |
| King Luther Capital Management Corp. | 0.00% | Reduce -5.8% | 8,415 | $746K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -31.8% | 8,380 | $746K |
| AlTi Global, Inc. | 0.02% | Reduce -2.0% | 8,400 | $745K |
| Berman McAleer LLC | 0.10% | Reduce -6.7% | 8,379 | $743K |
| Carrera Capital Advisors | 0.11% | Reduce -12.8% | 8,376 | $743K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -2.7% | 8,358 | $741K |
| First Financial Corp. | 0.29% | Reduce -8.2% | 8,284 | $735K |
| Fingerlakes Wealth Management, Inc. | 0.49% | Reduce -5.0% | 8,250 | $732K |
| Farmers National Bank | 0.16% | Add +4.3% | 8,179 | $725K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -2.2% | 8,147 | $723K |
| KPP Advisory Services LLC | 0.10% | No change | 8,128 | $721K |
| Sunpointe, LLC | 0.24% | Add +23.4% | 8,096 | $718K |
| Godshalk Welsh Capital Management, Inc. | 0.42% | No change | 8,085 | $717K |
| Hudock, Inc. | 0.11% | Reduce -8.3% | 8,074 | $716K |
| Lantern Wealth Advisors, LLC | 0.37% | Add +2.0% | 8,069 | $716K |
| Dogwood Wealth Management LLC | 0.31% | Reduce -35.0% | 8,051 | $714K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -19.4% | 8,019 | $711K |
| Spire Wealth Management | 0.02% | Add +5.1% | 7,991 | $709K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.6% | 7,985 | $708K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -42.5% | 7,979 | $708K |
| Kelleher Financial Advisors | 0.18% | No change | 7,966 | $707K |
| Smith Partners Wealth Management, LLC | 0.63% | Reduce -23.0% | 7,962 | $706K |
| Caldwell Trust Co | 0.06% | Reduce -1.3% | 7,953 | $705K |
| Fidato Wealth LLC | 0.46% | Reduce -1.0% | 7,931 | $703K |
| NerdWallet Wealth Partners, LLC | 0.31% | Reduce -52.9% | 7,901 | $701K |
| Canal Capital Management, LLC | 0.09% | Add +52.0% | 7,874 | $698K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -0.0% | 7,869 | $698K |
| Fisher Asset Management | 0.00% | Reduce -15.6% | 7,864 | $698K |
| Pinnacle Family Advisors, LLC | 0.33% | Add +0.2% | 7,798 | $692K |
| First Bancorp, Inc | 0.34% | Reduce -0.7% | 7,773 | $689K |
| Cardinal Point Capital Management ULC | 0.04% | Add +4.9% | 7,762 | $688K |
| Brooklyn Investment Group | 0.02% | New | 7,754 | $688K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -54.1% | 7,752 | $688K |
| Mutual Advisors, LLC | 0.01% | Reduce -20.6% | 7,705 | $683K |
| McLean Asset Management Corp | 0.12% | Add +0.7% | 7,705 | $683K |
| Jacobs Equity LLC | 0.61% | Add +2.0% | 7,016 | $681K |
| VestGen Advisors, LLC | 0.02% | Add +10.1% | 7,041 | $681K |
| Advisors Capital Management, LLC | 0.01% | Add +8.0% | 7,674 | $681K |
| Legacy Financial Independent Advisors LLC | 0.35% | — | 7,660 | $679K |
| Carson Advisory Inc. | 0.35% | No change | 7,637 | $677K |
| Bryant Woods Investment Advisors, LLC | 0.25% | Add +8.5% | 7,634 | $677K |
| First American Trust, FSB | 0.05% | Add +1.8% | 7,629 | $677K |
| Chapin Davis, Inc. | 0.15% | Reduce -4.3% | 7,616 | $675K |
| Daybright Advisory Services, Inc. | 0.19% | Add +48.5% | 7,607 | $675K |
| Duncker Streett & Co. Inc. | 0.13% | Reduce -1.7% | 7,570 | $671K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.7% | 7,564 | $671K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,556 | $670K |
| Raffa Wealth Management, LLC | 0.10% | Reduce -0.6% | 7,550 | $670K |
| BOK Financial Private Wealth, Inc. | 0.04% | Add +0.0% | 7,480 | $663K |
| Mount Lucas Management LP | 0.24% | Reduce -53.9% | 7,477 | $663K |
| Hirtle & Co., LLC | 0.03% | Add +7.2% | 7,459 | $662K |
| Marco Investment Management LLC | 0.05% | No change | 7,457 | $661K |
| Myecfo, LLC | 0.28% | No change | 7,427 | $659K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -11.1% | 7,409 | $657K |
| City Center Advisors, LLC | 0.60% | Add +1.8% | 7,351 | $652K |
| Loudon Investment Management, LLC | 0.35% | No change | 7,345 | $652K |
| WealthShield Partners, LLC | 0.07% | Reduce -0.5% | 7,334 | $650K |
| BIP Wealth, LLC | 0.03% | Reduce -8.3% | 7,292 | $647K |
| Benchmark Investment Advisors LLC | 0.37% | — | 7,245 | $643K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -32.9% | 7,232 | $641K |
| Central Bank & Trust Co. | 0.10% | Reduce -0.1% | 7,210 | $640K |
| Certuity, LLC | 0.04% | Add +0.3% | 7,157 | $635K |
| International Assets Investment Management, LLC | 0.04% | Add +7.6% | 7,111 | $633K |
| Calton & Associates, Inc. | 0.09% | Add +2.1% | 7,058 | $626K |
| S.A. Mason LLC | 0.23% | Reduce -0.4% | 7,054 | $626K |
| Simplex Trading, LLC | 0.02% | Reduce -48.7% | 7,047 | $625K |
| Viawealth, LLC | 0.35% | Reduce -18.0% | 7,016 | $622K |
| Farrell Financial LLC | 0.37% | Add +2.5% | 6,998 | $621K |
| NorthLanding Financial Partners, LLC | 0.50% | Reduce -76.0% | 6,995 | $620K |
| Range Advisory, LLC | 0.11% | Add +62.4% | 6,952 | $617K |
| Optimist Retirement Group LLC | 0.27% | Add +8.4% | 6,931 | $615K |
| Apollon Financial, LLC | 0.09% | Add +0.5% | 6,924 | $614K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -6.8% | 6,881 | $610K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +11.9% | 6,871 | $609K |
| First National Bank of Hutchinson | 0.39% | No change | 6,867 | $609K |
| Community Bank, N.A. | 0.07% | Reduce -10.6% | 6,787 | $602K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -9.6% | 6,785 | $602K |
| Allen Investment Management, LLC | 0.01% | No change | 6,781 | $601K |
| Bath Savings Trust Co | 0.06% | Add +9.9% | 6,771 | $601K |
| FAS Wealth Partners, Inc. | 0.04% | Add +18.3% | 6,766 | $600K |
| Troutman Wealth Management, LLC | 0.50% | Reduce -0.4% | 6,759 | $599K |
| Sage Investment Counsel LLC | 0.66% | Add +1.6% | 6,756 | $599K |
| Del-Sette Capital Management, LLC | 0.36% | No change | 6,745 | $598K |
| Elevation Wealth Partners, LLC | 0.21% | Add +0.5% | 6,709 | $595K |
| Leeward Financial Partners, LLC | 0.18% | Reduce -86.0% | 6,707 | $595K |
| Fifth Third Securities, Inc. | 0.04% | Add +3.2% | 6,672 | $592K |
| Cannon Financial Strategists, Inc. | 0.08% | Add +0.7% | 6,636 | $589K |
| Diesslin Group, Inc. | 0.27% | Add +13.8% | 6,635 | $589K |
| Bangor Savings Bank | 0.05% | Reduce -30.8% | 6,628 | $588K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Reduce -2.6% | 6,625 | $588K |
| Fiducient Advisors LLC | 0.08% | Add +0.1% | 6,594 | $585K |
| Piscataqua Savings Bank | 0.41% | No change | 6,591 | $585K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -0.5% | 6,586 | $584K |
| Fort Sheridan Advisors LLC | 0.07% | Add +154.6% | 6,563 | $582K |
| Smith Shellnut Wilson LLC | 0.25% | No change | 6,550 | $581K |
| Valley Financial Group, Inc. | 0.31% | Add +0.4% | 6,539 | $580K |
| Summit Wealth Partners, LLC | 0.09% | New | 6,508 | $577K |
| Mechanics Bank Trust Department | 0.08% | No change | 6,489 | $576K |
| VSM Wealth Advisory, LLC | 0.17% | Reduce -14.6% | 6,411 | $569K |
| Money Concepts Capital Corp. | 0.03% | Reduce -4.6% | 6,406 | $568K |
| Cladis Investment Advisory, LLC | 0.31% | No change | 6,390 | $567K |
| North Ridge Wealth Advisors, Inc. | 0.32% | Add +0.1% | 6,376 | $566K |
| Smith, Moore & Co. | 0.04% | Reduce -10.7% | 6,367 | $565K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -29.4% | 6,365 | $565K |
| TABR Capital Management, LLC | 0.52% | Reduce -8.0% | 6,332 | $562K |
| Curi Capital, LLC | 0.01% | Add +11.7% | 6,309 | $560K |
| Signal Advisors Wealth, LLC | 0.04% | Add +102.2% | 6,281 | $557K |
| Portland Financial Advisors Inc | 1.16% | No change | 6,275 | $557K |
| Ellevest, Inc. | 0.08% | Reduce -0.3% | 6,176 | $548K |
| NCM Capital Management, LLC | 0.20% | Add +0.1% | 6,166 | $547K |
| Libra Wealth LLC | 0.15% | No change | 6,165 | $547K |
| Arrow Financial Corp | 0.06% | Reduce -6.4% | 6,164 | $547K |
| Harpswell Capital Advisors, LLC | 0.41% | Add +0.4% | 6,155 | $546K |
| Invested Advisors | 0.55% | Add +4.0% | 6,127 | $543K |
| Bridges Investment Management Inc. | 0.01% | Reduce -9.9% | 6,093 | $540K |
| Churchill Financial Advisors, LLC | 0.11% | Add +2.4% | 6,090 | $540K |
| Farmers Trust Co. | 0.08% | Add +2.2% | 6,087 | $540K |
| Benjamin Edwards Inc. | 0.01% | Add +3.5% | 6,065 | $538K |
| Crusonia Wealth Advisors LLC | 0.11% | New | 6,038 | $536K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +90.4% | 6,031 | $535K |
| Oak Wealth Advisors LLC | 0.29% | Add +0.0% | 6,028 | $535K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.5% | 6,018 | $534K |
| Invictus Private Wealth, LLC | 0.03% | Add +15.5% | 6,012 | $533K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +30.6% | 6,003 | $532K |
| Arbor Wealth Advisors LLC | 0.37% | No change | 6,000 | $532K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 5,955 | $528K |
| KG Capital Management | 0.38% | Reduce -14.0% | 5,949 | $528K |
| Bfsg, LLC | 0.05% | Reduce -3.8% | 5,935 | $526K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.3% | 5,927 | $526K |
| Box Hill Private Wealth LLC | 0.52% | Reduce -65.1% | 5,921 | $525K |
| Strata Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 5,905 | $524K |
| MJT & Associates Financial Advisory Group, Inc. | 0.38% | Add +62.0% | 5,894 | $523K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -2.9% | 5,857 | $520K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.4% | 5,852 | $519K |
| Kennebec Savings Bank | 0.46% | Reduce -27.3% | 5,831 | $517K |
| Dala Group, LLC | 0.43% | Reduce -75.3% | 5,793 | $514K |
| Riverbridge Partners LLC | 0.01% | No change | 5,791 | $514K |
| Founders Financial Securities LLC | 0.03% | Reduce -33.2% | 5,480 | $508K |
| Elevated Financial Group LLC | 0.17% | Reduce -7.1% | 5,732 | $508K |
| Opus Capital Group, LLC | 0.05% | Reduce -2.9% | 5,696 | $505K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -6.7% | 5,693 | $505K |
| CoreCap Advisors, LLC | 0.02% | Reduce -37.5% | 5,681 | $504K |
| Boltwood Capital Management | 0.13% | No change | 5,656 | $502K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -4.5% | 5,649 | $501K |
| Integrity Alliance, Llc. | 0.02% | Add +11.9% | 5,647 | $501K |
| Cozad Asset Management Inc. | 0.04% | No change | 5,635 | $500K |
| Barrett & Company, Inc. | 0.17% | No change | 5,627 | $499K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +12.9% | 5,588 | $496K |
| Charles Schwab Trust Co | 0.03% | Reduce -11.1% | 5,567 | $494K |
| Hilltop Holdings Inc. | 0.04% | Reduce -21.7% | 5,540 | $491K |
| Petra Financial Advisors Inc. | 0.30% | Add +14.4% | 5,535 | $491K |
| DF Dent & Co. Inc. | 0.01% | No change | 5,522 | $490K |
| Jordan Park Trust Co LLC | 0.37% | No change | 5,517 | $489K |
| First Western Trust Bank | 0.02% | Reduce -45.8% | 5,515 | $489K |
| Optima Capital LLC | 0.23% | Reduce -1.3% | 5,504 | $488K |
| Saratoga Research & Investment Management | 0.03% | New | 5,414 | $480K |
| Clear Investment Research, LLC | 0.75% | Reduce -2.0% | 5,401 | $479K |
| Colonial Trust Co / SC | 0.07% | No change | 5,388 | $478K |
| Gotham Asset Management | 0.00% | New | 5,383 | $477K |
| Cpwa, LLC | 0.57% | — | 4,933 | $477K |
| Opulen Financial Group LLC | 0.34% | Add +1.1% | 5,374 | $477K |
| Washington Growth Strategies LLC | 0.31% | Reduce -7.2% | 5,364 | $476K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,344 | $474K |
| Eagle Strategies LLC | 0.06% | Reduce -2.4% | 5,338 | $473K |
| Brookwood Investment Group LLC | 0.06% | Add +50.3% | 5,322 | $472K |
| Pursuit Wealth Strategies, LLC | 0.66% | Add +1.5% | 5,319 | $472K |
| Schnieders Capital Management, Llc. | 0.07% | No change | 5,298 | $470K |
| Bluesphere Advisors LLC | 0.17% | Reduce -2.6% | 5,284 | $469K |
| Heck Capital Advisors, LLC | 0.03% | Add +0.5% | 5,283 | $469K |
| ICONIQ Capital, LLC | 0.01% | Add +1.1% | 5,228 | $464K |
| Kearns & Associates LLC | 0.25% | Add +0.2% | 5,212 | $462K |
| PW Nova Financial Services LLC | 0.13% | Add +4.5% | 5,202 | $461K |
| Sage Investment Advisers LLC | 0.34% | Add +3.6% | 5,176 | $461K |
| Old Peak Finance LLC | 0.27% | Reduce -12.3% | 5,174 | $459K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -0.9% | 5,150 | $457K |
| Heritage Trust Co | 0.05% | No change | 5,135 | $455K |
| Parkwoods Wealth Partners, LLC | 0.11% | Reduce -0.0% | 5,131 | $455K |
| Trust Co. of Oklahoma | 0.13% | Reduce -0.1% | 5,108 | $453K |
| SigFig Wealth Management, LLC | 0.01% | Add +13.9% | 5,079 | $452K |
| Northeast Investment Management | 0.02% | Reduce -1.6% | 5,079 | $451K |
| Towerpoint Wealth, LLC | 0.18% | Add +0.1% | 5,061 | $449K |
| Alexander Labrunerie & Co., Inc. | 0.17% | No change | 5,056 | $448K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +22.5% | 5,024 | $446K |
| Vickerman Investment Advisors, Inc. | 0.09% | Add +32.4% | 5,017 | $445K |
| E&G Advisors, LLC | 0.10% | No change | 5,016 | $445K |
| Wealth Effects LLC | 0.16% | Reduce -4.8% | 5,008 | $444K |
| Edge Wealth Management LLC | 0.08% | No change | 5,000 | $444K |
| Hunter Perkins Capital Management, LLC | 0.10% | New | 4,994 | $443K |
| Trek Financial, LLC | 0.02% | New | 4,979 | $442K |
| Canandaigua National Trust Co of Florida | 0.35% | Reduce -6.8% | 4,977 | $441K |
| Simplicity Wealth,LLC | 0.03% | Add +22.8% | 4,975 | $441K |
| James J. Burns & Company, LLC | 0.06% | Reduce -14.8% | 4,951 | $439K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.6% | 4,949 | $439K |
| Greenleaf Trust | 0.00% | No change | 4,944 | $439K |
| Keystone Financial Planning, Inc. | 0.12% | No change | 4,942 | $438K |
| Asset One Wealth Management LLC | 0.05% | Add +12.0% | 4,595 | $438K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -3.1% | 4,927 | $437K |
| Security National Bank of So Dak | 0.21% | Add +53.9% | 4,910 | $436K |
| Zinnia Wealth Advisory, LLC | 0.48% | Add +98.0% | 4,877 | $433K |
| MontVue Capital Management, Inc. | 0.29% | Reduce -1.6% | 4,860 | $431K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -4.7% | 4,830 | $428K |
| Antonelli Financial Advisors, LLC | 0.30% | New | 4,825 | $428K |
| Summit Global Investments | 0.03% | New | 4,804 | $426K |
| Northern Capital Management, Inc. | 0.21% | No change | 4,788 | $425K |
| Narwhal Capital Management | 0.03% | Add +21.4% | 4,781 | $424K |
| Covestor Ltd | 0.29% | Add +4.0% | 4,758 | $422K |
| Indiana Trust & Investment Management Co | 0.13% | Reduce -2.3% | 4,715 | $418K |
| WJ Financial Advisors LLC | 0.34% | Add +54.2% | 4,710 | $418K |
| Auour Investments LLC | 0.13% | No change | 4,683 | $415K |
| Vannoy Advisory Group, Inc. | 0.26% | No change | 4,680 | $415K |
| Banco BTG Pactual S.A. | 0.08% | New | 4,675 | $415K |
| Tactive Advisors, LLC | 0.12% | Reduce -0.8% | 4,669 | $414K |
| Adkins Seale Capital Management LLC | 0.41% | No change | 4,649 | $412K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -2.0% | 4,648 | $412K |
| Independent Wealth Network Inc. | 0.12% | Reduce -60.1% | 4,645 | $412K |
| Occidental Asset Management, LLC | 0.05% | Add +4.5% | 4,637 | $411K |
| Certified Advisory Corp | 0.04% | Reduce -12.4% | 4,631 | $411K |
| GeoWealth Management, LLC | 0.01% | New | 4,625 | $410K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -13.9% | 4,618 | $410K |
| First Interstate Bank | 0.02% | Add +6.5% | 4,611 | $409K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +25.7% | 4,606 | $409K |
| Sage Capital Management, LLC | 0.19% | Reduce -12.7% | 4,599 | $408K |
| Manske Wealth Management | 0.11% | No change | 4,594 | $407K |
| Mechanics Financial Corp | 0.17% | Add +0.4% | 4,583 | $407K |
| Security National Bank of Sioux City Iowa | 0.24% | Add +99.4% | 4,555 | $404K |
| Woodside Wealth Management LLC | 0.32% | Reduce -26.4% | 4,546 | $403K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.1% | 4,529 | $402K |
| Chatham Capital Group, Inc. | 0.06% | No change | 4,525 | $401K |
| Boston Trust Walden Corp | 0.00% | No change | 4,522 | $401K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Reduce -3.7% | 4,519 | $400K |
| Hillcrest Wealth Advisors - NY, LLC | 0.16% | No change | 4,500 | $399K |
| Marex Group Ltd | 0.00% | Add +80.5% | 4,486 | $398K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -64.8% | 4,480 | $397K |
| MainStreet Investment Advisors LLC | 0.06% | Reduce -3.4% | 4,451 | $395K |
| Mosaic Financial Group, LLC | 0.28% | Reduce -1.3% | 4,435 | $393K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,423 | $392K |
| SVB Wealth LLC | 0.03% | Reduce -23.1% | 4,414 | $392K |
| Invst, LLC | 0.04% | Reduce -1.8% | 4,407 | $391K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +18.7% | 4,324 | $391K |
| Basecamp Wealth Advisors LLC | 0.08% | No change | 4,396 | $390K |
| Balefire, LLC | 0.07% | Add +2.4% | 4,371 | $388K |
| Maridea Wealth Management LLC | 0.06% | Add +8.9% | 4,358 | $387K |
| Professional Advisory Services Inc. | 0.05% | No change | 4,336 | $385K |
| Advisory Alpha, LLC | 0.01% | New | 4,339 | $385K |
| GWN Securities Inc. | 0.07% | Add +3.6% | 4,337 | $385K |
| Postrock Partners LLC | 0.18% | No change | 4,335 | $385K |
| XY Planning Network, Inc. | 0.06% | Add +66.5% | 4,318 | $384K |
| Balanced Rock Investment Advisors LLC | 0.27% | Add +3.8% | 4,325 | $384K |
| Essex LLC | 0.07% | Add +1.1% | 4,325 | $384K |
| Future Financial Wealth Managment LLC | 0.25% | No change | 4,068 | $384K |
| First National Bank Sioux Falls | 0.10% | No change | 4,017 | $382K |
| Clark Asset Management, LLC | 0.04% | Reduce -47.5% | 4,309 | $382K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -8.2% | 4,308 | $382K |
| Tompkins Financial Corp. | 0.03% | Reduce -4.3% | 4,308 | $382K |
| Fullerton Advisors, LLC | 0.40% | Reduce -0.9% | 4,300 | $381K |
| Wick Capital Partners, LLC | 0.07% | Reduce -2.3% | 4,293 | $381K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,276 | $379K |
| Maripau Wealth Management LLC | 0.17% | Add +39.9% | 4,259 | $378K |
| Davidson Trust Co. | 0.16% | No change | 4,256 | $378K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +46.6% | 4,255 | $377K |
| Financial Life Planners | 0.29% | Add +1.1% | 4,233 | $376K |
| Vista Investment Management | 0.13% | Add +51.3% | 4,230 | $375K |
| Calamos Wealth Management LLC | 0.01% | Add +52.7% | 4,221 | $374K |
| Calamos Advisors LLC | 0.00% | New | 4,221 | $374K |
| Berkeley Capital Partners, LLC | 0.09% | Reduce -84.0% | 4,220 | $374K |
| Integrity Investment Advisors, LLC | 0.20% | Reduce -6.1% | 4,215 | $374K |
| Ballast, Inc. | 0.09% | No change | 4,185 | $371K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -17.9% | 4,179 | $371K |
| Cornerstone Select Advisors, LLC | 0.23% | New | 4,170 | $370K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 3,978 | $370K |
| RS Crum Inc. | 0.07% | No change | 4,155 | $369K |
| PEAK6 LLC | 0.01% | New | 4,148 | $368K |
| Synergy Financial Group, LTD | 0.28% | Add +23.9% | 4,145 | $368K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.0% | 4,136 | $367K |
| Red Mountain Financial, LLC | 0.34% | Reduce -0.1% | 4,124 | $366K |
| Aegis Wealth Management LLC | 0.21% | Add +11.8% | 4,119 | $365K |
| Ashton Thomas Securities, LLC | 0.05% | Reduce -14.6% | 4,091 | $363K |
| Beckerman Institutional, LLC | 0.19% | Add +2.2% | 4,089 | $363K |
| Lam Group, Inc. | 0.20% | Reduce -4.9% | 4,070 | $361K |
| Claro Advisors Inc. | 0.04% | Add +3.1% | 4,025 | $357K |
| Marino, Stram & Associates LLC | 0.06% | No change | 4,024 | $357K |
| SkyOak Wealth, LLC | 0.07% | No change | 4,009 | $356K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.8% | 4,003 | $355K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 4,000 | $355K |
| Fortress Financial Group, LLC | 0.26% | New | 3,993 | $354K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -3.8% | 3,985 | $354K |
| GFS Advisors, LLC | 0.02% | Reduce -18.0% | 3,958 | $351K |
| TD Capital Management LLC | 0.03% | Add +1.1% | 3,956 | $351K |
| IHT Wealth Management, LLC | 0.01% | Reduce -10.6% | 3,907 | $347K |
| RiverGlades Family Offices LLC | 0.20% | — | 3,904 | $346K |
| Vilga Financial Planning LLC | 0.31% | No change | 3,893 | $345K |
| Partners Wealth Management, LLC | 0.36% | Reduce -9.3% | 3,888 | $345K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -22.9% | 3,875 | $344K |
| Seascape Capital Management | 0.10% | No change | 3,862 | $343K |
| Rockingstone Advisors LLC | 0.16% | Reduce -2.0% | 3,854 | $342K |
| ROI Financial Advisors, LLC | 0.20% | Reduce -2.3% | 3,851 | $342K |
| Avalon Trust Co | 0.02% | No change | 3,850 | $341K |
| Essex Financial Services, Inc. | 0.02% | Reduce -4.9% | 3,840 | $341K |
| Perkins Coie Trust Co | 0.07% | No change | 3,839 | $341K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -5.0% | 3,835 | $340K |
| ProVise Management Group, LLC | 0.02% | No change | 3,833 | $340K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -6.9% | 3,816 | $338K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -58.4% | 3,867 | $338K |
| Base Wealth Management LLC | 0.19% | Reduce -9.8% | 3,805 | $337K |
| Gilpin Wealth Management, LLC | 0.27% | No change | 3,800 | $337K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +21.1% | 3,781 | $335K |
| Platform Technology Partners | 0.06% | Reduce -6.9% | 3,768 | $334K |
| Smithbridge Asset Management Inc. | 0.05% | New | 3,756 | $333K |
| American National Bank & Trust | 0.03% | Reduce -5.1% | 3,740 | $332K |
| Quest Investment Management LLC | 0.04% | New | 3,734 | $331K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -1.5% | 3,728 | $331K |
| First National Trust Co | 0.01% | No change | 3,713 | $329K |
| GEN Financial Management, INC. | 0.20% | Reduce -12.1% | 3,709 | $329K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,698 | $328K |
| HCR Wealth Advisors | 0.03% | Reduce -10.7% | 3,696 | $328K |
| S Harris Financial Group, LLC | 0.30% | Reduce -2.7% | 3,667 | $325K |
| McClarren Financial Advisors, Inc. | 0.19% | Add +126.7% | 3,650 | $324K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,649 | $324K |
| Capital Square, LLC | 0.15% | Add +45.0% | 3,396 | $324K |
| Traynor Capital Management, Inc. | 0.02% | Add +63.4% | 3,705 | $324K |
| Bayban | 0.28% | Add +0.2% | 3,641 | $323K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -19.2% | 3,624 | $321K |
| Global Trust Asset Management, LLC | 0.12% | Add +3.4% | 3,620 | $321K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.1% | 3,598 | $319K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -15.8% | 3,594 | $319K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | Add +1.1% | 3,581 | $318K |
| HM Payson & Co. | 0.00% | Add +0.5% | 3,563 | $316K |
| Stevens Capital Partners | 0.08% | New | 3,556 | $315K |
| Blossom Wealth Management | 0.47% | Add +3.5% | 3,543 | $314K |
| Oath Planning, LLC | 0.28% | Add +1.1% | 3,536 | $314K |
| StoneX Group Inc. | 0.02% | Add +5.8% | 3,516 | $312K |
| Keystone Financial Group | 0.02% | Add +26.3% | 3,513 | $312K |
| Busey Bank | 0.01% | Add +1.9% | 3,512 | $312K |
| Wealthcare Capital Partners, LLC | 0.15% | Reduce -84.8% | 3,511 | $311K |
| Key Financial Inc | 0.06% | Reduce -4.1% | 3,492 | $310K |
| Parker Financial LLC | 0.12% | Reduce -5.3% | 3,469 | $308K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,467 | $308K |
| Morris Financial Concepts, Inc. | 0.10% | Add +0.2% | 3,466 | $307K |
| Jackson, Grant Investment Advisers, Inc. | 0.10% | Add +2953.1% | 3,450 | $306K |
| XML Financial, LLC | 0.02% | Reduce -13.9% | 3,448 | $306K |
| Financial Insights, Inc. | 0.10% | Add +3.0% | 3,434 | $305K |
| Financial Freedom, LLC | 0.15% | Reduce -1.1% | 3,424 | $304K |
| Harbour Capital Advisors, LLC | 0.06% | Add +4.6% | 3,200 | $302K |
| Gold Investment Management Ltd. | 0.09% | Add +0.7% | 3,410 | $302K |
| Embree Financial Group | 0.04% | Reduce -0.2% | 3,409 | $302K |
| Greykasell Wealth Strategies, Inc. | 0.12% | Reduce -0.2% | 3,405 | $302K |
| Colony Family Offices, LLC | 0.07% | Add +7.2% | 3,387 | $300K |
| Fee-Only Financial Planning, L.C. | 0.18% | Reduce -5.6% | 3,386 | $300K |
| McAdam, LLC | 0.01% | Add +7.1% | 3,383 | $300K |
| Landmark Wealth Management, LLC | 0.08% | Add +13.5% | 3,362 | $298K |
| Olde Wealth Management, LLC | 0.09% | Reduce -5.7% | 3,355 | $297K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -6.1% | 3,348 | $297K |
| Headinvest, LLC | 0.06% | No change | 3,332 | $296K |
| PFG Advisors | 0.01% | Reduce -2.6% | 3,330 | $295K |
| Sharper & Granite LLC | 0.10% | Reduce -35.5% | 3,317 | $294K |
| McNaughton Wealth Management, LLC | 0.12% | No change | 3,307 | $293K |
| Prosperity Planning, Inc. | 0.11% | No change | 3,304 | $293K |
| Atwater Malick LLC | 0.08% | No change | 3,285 | $291K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 3,282 | $291K |
| 21 West Wealth Management LLC | 0.27% | Add +7.2% | 3,280 | $291K |
| 1015 Capital Partners, LLC | 0.28% | Add +24.3% | 3,268 | $290K |
| Pinney & Scofield, Inc. | 0.16% | Add +0.1% | 3,268 | $290K |
| Weaver Consulting Group | 0.07% | No change | 3,265 | $290K |
| Avantax Planning Partners, Inc. | 0.01% | Add +19.5% | 3,262 | $289K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | No change | 3,255 | $289K |
| Vawter Financial, Ltd. | 0.12% | Reduce -15.6% | 3,253 | $289K |
| Peak Financial Management, Inc. | 0.07% | Reduce -13.2% | 3,248 | $288K |
| Bank of Marin | 0.21% | Reduce -21.1% | 3,234 | $287K |
| Strategic Financial Partners, Ltd. | 0.12% | Reduce -7.7% | 3,232 | $287K |
| IFC Advisors LLC | 0.04% | No change | 3,229 | $286K |
| Life Planning Partners, Inc | 0.22% | Add +0.1% | 3,225 | $286K |
| Gateway Wealth Partners, LLC | 0.01% | New | 3,216 | $285K |
| M1 Capital Management LLC | 0.13% | Add +0.4% | 3,210 | $285K |
| Jane Street Group, LLC | 0.00% | New | 3,207 | $284K |
| Hoxton Planning & Management, LLC | 0.09% | Add +6.4% | 3,205 | $284K |
| Select Asset Management & Trust | 0.09% | No change | 3,197 | $284K |
| Signaturefd, LLC | 0.00% | Add +126.0% | 3,196 | $284K |
| Cypress Capital Group | 0.03% | Add +20.0% | 3,193 | $283K |
| Elite Financial, Inc. | 0.13% | Add +10.6% | 3,195 | $283K |
| Baker Tilly Wealth Management, LLC | 0.07% | Reduce -8.2% | 3,170 | $281K |
| Iowa State Bank | 0.05% | Add +4.0% | 3,168 | $281K |
| Burk Holdings LLC | 0.12% | Reduce -31.0% | 3,167 | $281K |
| Sheets Smith Wealth Management | 0.03% | Reduce -0.2% | 3,165 | $281K |
| Heritage Family Offices, LLP | 0.12% | Add +1.1% | 3,148 | $279K |
| Lyell Wealth Management, LP | 0.02% | Reduce -34.2% | 3,145 | $279K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -23.0% | 3,140 | $279K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Add +4.0% | 3,140 | $279K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 3,140 | $279K |
| MCF Advisors LLC | 0.01% | No change | 3,138 | $278K |
| Cooper/Haims Advisors, LLC | 0.13% | Reduce -0.8% | 3,136 | $278K |
| DecisionMap Wealth Management, LLC | 0.18% | Add +21.3% | 3,125 | $277K |
| Moseley Investment Management Inc. | 0.09% | Add +10.3% | 3,124 | $277K |
| Tandem Capital Management Corp. | 0.14% | No change | 3,122 | $277K |
| D.B. Root & Company, LLC | 0.07% | Add +25.7% | 3,121 | $277K |
| Davis R M Inc. | 0.00% | Add +3.8% | 3,120 | $277K |
| Sage Rhino Capital LLC | 0.05% | Reduce -1.7% | 3,117 | $277K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -1.0% | 3,100 | $275K |
| Birchcreek Wealth Management, LLC | 0.13% | Add +1.1% | 3,094 | $274K |
| Liberty Wealth Management LLC | 0.03% | Reduce -17.6% | 3,092 | $274K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.9% | 3,088 | $274K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.7% | 3,081 | $273K |
| Oceanside Advisors LLC | 0.16% | Add +0.6% | 3,078 | $273K |
| Wealth Architects, LLC | 0.02% | Reduce -1.0% | 3,078 | $273K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.3% | 3,075 | $273K |
| Axis Wealth Partners, LLC | 0.14% | Reduce -0.8% | 3,070 | $272K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +0.0% | 3,053 | $271K |
| McNamara Financial Services, Inc. | 0.05% | Add +2.5% | 3,048 | $270K |
| DKM Wealth Management, Inc. | 0.19% | Reduce -29.3% | 3,020 | $268K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,008 | $267K |
| Resolute Advisors LLC | 0.11% | Reduce -0.8% | 3,006 | $267K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 3,000 | $266K |
| Lincoln Capital LLC | 0.05% | No change | 3,000 | $266K |
| Banque Transatlantique SA | 0.01% | New | 3,000 | $266K |
| Delta Capital Management LLC | 0.15% | No change | 3,000 | $266K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 2,799 | $265K |
| Flywheel Private Wealth LLC | 0.15% | Reduce -9.1% | 2,984 | $265K |
| North Star Asset Management Inc. | 0.01% | Add +0.4% | 2,983 | $265K |
| Pennington Partners & Co., LLC | 0.09% | Reduce -14.9% | 2,979 | $264K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -6.7% | 2,977 | $264K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -3.0% | 2,962 | $263K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 2,951 | $262K |
| Gemmer Asset Management LLC | 0.02% | Add +7.9% | 2,949 | $262K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | New | 2,948 | $261K |
| Sprinkle Financial Consultants LLC | 0.12% | Add +1.0% | 2,941 | $261K |
| Barclays PLC | 0.00% | Add +157.2% | 2,940 | $261K |
| Verus Capital Partners, LLC | 0.02% | Add +25.0% | 2,936 | $260K |
| Capstone Wealth Management Group LLC | 0.16% | Add +0.1% | 2,914 | $258K |
| Stockman Wealth Management, Inc. | 0.03% | Reduce -16.3% | 2,914 | $258K |
| Advyzon Investment Management, LLC | 0.02% | New | 2,894 | $257K |
| First Trust Advisors LP | 0.00% | Reduce -2.2% | 2,889 | $256K |
| Seneschal Advisors, LLC | 0.19% | No change | 2,886 | $256K |
| TOWER TRUST & INVESTMENT Co | 0.17% | Add +4.7% | 2,880 | $255K |
| Capula Management Ltd | 0.00% | New | 2,875 | $255K |
| Allegheny Financial Group | 0.03% | Add +0.7% | 2,872 | $255K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.7% | 2,855 | $254K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 2,862 | $254K |
| Kendall Capital Management | 0.05% | Add +11.3% | 2,860 | $254K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -0.1% | 2,855 | $253K |
| Edgestream Partners, L.P. | 0.01% | New | 2,855 | $253K |
| Cascade Investment Group, Inc. | 0.17% | Reduce -0.8% | 2,853 | $253K |
| Melfa Wealth Management, Inc. | 0.15% | Reduce -0.2% | 2,849 | $253K |
| Westmount Partners, LLC | 0.06% | Add +0.3% | 2,847 | $253K |
| Aua Capital Management, LLC | 0.13% | No change | 2,845 | $252K |
| Tred Avon Family Wealth, LLC | 0.08% | New | 2,837 | $252K |
| Ascent Group, LLC | 0.01% | Add +1.2% | 2,836 | $252K |
| Hopwood Financial Services, Inc. | 0.17% | Reduce -2.1% | 2,835 | $251K |
| Abacus Planning Group, Inc. | 0.03% | Reduce -6.3% | 2,831 | $251K |
| Cadent Capital Advisors, LLC | 0.07% | New | 2,826 | $251K |
| Ade, LLC | 0.12% | Reduce -0.4% | 2,823 | $250K |
| Bensler, LLC | 0.03% | Add +0.2% | 2,813 | $250K |
| Finward Bancorp | 0.20% | Reduce -1.8% | 2,812 | $249K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | No change | 2,809 | $249K |
| MorganRosel Wealth Management, LLC | 0.10% | Reduce -1.9% | 2,806 | $249K |
| QRG Capital Management, Inc. | 0.00% | New | 2,800 | $248K |
| Crestwood Advisors Group, LLC | 0.00% | Add +12.0% | 2,790 | $247K |
| RBA Wealth Management, LLC | 0.09% | Reduce -0.3% | 2,782 | $247K |
| PKS Advisory Services, LLC | 0.06% | Reduce -0.1% | 2,781 | $247K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -1.8% | 2,781 | $247K |
| Level Financial Advisors | 0.06% | Reduce -20.5% | 2,781 | $247K |
| Haverford Trust Co | 0.00% | Add +2.3% | 2,779 | $246K |
| SwitchPoint Financial Planning, LLC | 0.17% | Add +0.7% | 2,776 | $246K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.3% | 2,773 | $246K |
| Compass Financial Group, INC | 0.03% | Add +0.6% | 2,773 | $246K |
| Sellwood Investment Partners LLC | 0.10% | Add +0.2% | 2,769 | $246K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 2,765 | $245K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -67.5% | 2,761 | $245K |
| SWS Partners | 0.06% | Add +0.2% | 2,760 | $245K |
| Rossby Financial, LCC | 0.05% | Add +51.1% | 2,748 | $245K |
| ETF Store, Inc. | 0.24% | Add +0.8% | 2,731 | $242K |
| Advantage Trust Co | 0.11% | No change | 2,728 | $242K |
| TrustBank | 0.09% | New | 2,726 | $242K |
| Focused Alpha, LLC | 0.07% | Reduce -4.8% | 2,722 | $241K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.9% | 2,719 | $241K |
| First Commonwealth Financial Corp | 0.04% | Reduce -12.4% | 2,718 | $241K |
| First Hawaiian Bank | 0.03% | No change | 2,705 | $240K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -15.2% | 2,466 | $239K |
| Tenret Co LLC | 0.12% | No change | 2,695 | $239K |
| Citizens & Northern Corp. | 0.06% | No change | 2,683 | $238K |
| Equity Wealth Partners, LLC | 0.15% | Reduce -7.2% | 2,676 | $237K |
| Columbia River Financial Group, LLC | 0.14% | Add +14.3% | 2,677 | $237K |
| Davis Capital Management | 0.16% | Reduce -5.0% | 2,660 | $236K |
| Ignite Planners, LLC | 0.04% | Reduce -0.8% | 2,654 | $235K |
| Steelhead Wealth Management LLC | 0.12% | — | 2,656 | $235K |
| Legacy Advisors, LLC | 0.03% | Reduce -3.0% | 2,646 | $235K |
| RDA Financial Network | 0.06% | Reduce -5.0% | 2,644 | $235K |
| Procyon Advisors, LLC | 0.01% | New | 2,636 | $234K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -0.2% | 2,632 | $233K |
| Disciplina Capital Management LLC | 0.02% | Add +1.1% | 2,625 | $233K |
| 3 Factor Indexing, LLC | 0.22% | — | 2,622 | $233K |
| Atalanta Sosnoff Capital, LLC | 0.01% | No change | 2,601 | $231K |
| Pathfinder Wealth Consulting, Inc. | 0.15% | No change | 2,589 | $230K |
| RCW Management, LLC | 0.24% | Reduce -3.6% | 2,586 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -12.7% | 2,583 | $229K |
| American Money Management, LLC | 0.04% | Reduce -8.4% | 2,569 | $228K |
| Bank of Nova Scotia | 0.00% | New | 2,565 | $228K |
| German American Bancorp, Inc. | 0.02% | Add +8.5% | 2,564 | $227K |
| Arwa LLC | 0.11% | Reduce -13.0% | 2,448 | $227K |
| Burling Wealth Partners, LLC | 0.04% | No change | 2,560 | $227K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.0% | 2,560 | $227K |
| Paladin Advisory Group, LLC | 0.17% | Add +0.5% | 2,560 | $227K |
| Cassady Wealth & Retirement Planning, LLC | 0.12% | Add +0.4% | 2,353 | $227K |
| Trust Point Inc. | 0.02% | Reduce -7.4% | 2,554 | $227K |
| Strengthening Families & Communities, LLC | 0.06% | New | 2,551 | $226K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -33.8% | 2,551 | $226K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 2,548 | $226K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -11.3% | 2,542 | $225K |
| Harbor Advisory Corp. | 0.07% | Reduce -52.1% | 2,539 | $225K |
| Lee Danner & Bass Inc. | 0.01% | No change | 2,534 | $225K |
| Horizon Bancorp Inc. | 0.11% | Reduce -90.6% | 2,519 | $223K |
| Drucker Wealth 3.0, LLC | 0.04% | Add +6.9% | 2,511 | $223K |
| Chickasaw Capital Management LLC | 0.01% | New | 2,500 | $222K |
| Patten Group, Inc. | 0.04% | Reduce -3.2% | 2,489 | $221K |
| Curtis Advisory Group, LLC | 0.05% | Add +2.1% | 2,487 | $221K |
| Luminvest Wealth Management LLC | 0.06% | New | 2,472 | $219K |
| TCP Asset Management, LLC | 0.03% | Reduce -2.3% | 2,466 | $219K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -12.9% | 2,462 | $218K |
| Orin Green Financial, LLC | 0.09% | No change | 2,459 | $218K |
| USA Financial Formulas | 0.04% | Reduce -14.2% | 2,450 | $217K |
| Orleans Capital Management Corp. | 0.15% | No change | 2,445 | $217K |
| MKT Advisors LLC | 0.07% | No change | 2,394 | $217K |
| American State Bank (Iowa) | 0.10% | Add +1.0% | 2,428 | $215K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,428 | $215K |
| Ballast Rock Private Wealth LLC | 0.12% | New | 2,414 | $214K |
| Valley National Advisers Inc. | 0.03% | No change | 2,423 | $214K |
| CGC Financial Services, LLC | 0.06% | No change | 2,405 | $213K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -27.1% | 2,403 | $213K |
| United Advisor Group, LLC | 0.03% | New | 2,394 | $212K |
| BlueStem Wealth Partners, LLC | 0.02% | Add +1.1% | 2,382 | $211K |
| Gilbert & Cook, Inc. | 0.03% | Reduce -18.3% | 2,378 | $211K |
| Oarsman Capital, Inc. | 0.03% | New | 2,373 | $210K |
| Ledyard National Bank | 0.02% | No change | 2,369 | $210K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +0.1% | 2,367 | $210K |
| Downshift Financial, LLC | 0.11% | New | 1,399 | $209K |
| Brickley Wealth Management | 0.04% | Reduce -10.8% | 2,352 | $209K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -54.2% | 2,350 | $208K |
| Oak Asset Management, LLC | 0.07% | Add +0.4% | 2,348 | $208K |
| Waterloo Capital, L.P. | 0.01% | Add +2.5% | 2,338 | $207K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -6.5% | 2,332 | $207K |
| Warren Street Wealth Advisors, LLC | 0.05% | Reduce -16.0% | 2,327 | $206K |
| Townsend Financial Planning, LLC | 0.20% | Add +0.6% | 2,311 | $205K |
| Sjbenen Advisory, LLC | 0.17% | New | 2,300 | $204K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,304 | $204K |
| Fairman Group, LLC | 0.17% | Add +44.3% | 2,291 | $203K |
| Lynx Investment Advisory | 0.10% | New | 2,280 | $202K |
| Accredited Investors Inc. | 0.01% | New | 2,278 | $202K |
| Grove Street Fiduciary, LLC | 0.09% | No change | 2,273 | $202K |
| J.Safra Asset Management Corp | 0.01% | Add +0.6% | 2,265 | $201K |
| Lodestone Wealth Management LLC | 0.08% | Reduce -0.9% | 2,262 | $201K |
| Nicholas Hoffman & Company, LLC. | 0.00% | New | 2,261 | $201K |
| Fortis Capital Management LLC | 0.03% | Reduce -18.5% | 2,258 | $200K |
| Panoramic Investment Advisors, LLC | 0.11% | New | 2,257 | $200K |
| Ballast Advisors LLC | 0.06% | Reduce -3.6% | 2,253 | $200K |
| Obsidian Cio, LLC | 0.18% | Add +0.2% | 2,229 | $198K |
| Dynamic Wealth Strategies, LLC | 0.11% | Reduce -3.2% | 2,215 | $196K |
| Mycio Wealth Partners, LLC | 0.04% | No change | 2,200 | $195K |
| Hilltop National Bank | 0.05% | Reduce -0.9% | 2,160 | $192K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,125 | $188K |
| SouthState Bank Corp | 0.01% | Reduce -83.6% | 2,079 | $184K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +20.7% | 2,078 | $184K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +8.0% | 2,026 | $180K |
| Hollencrest Capital Management | 0.01% | Add +151.0% | 2,023 | $179K |
| Quaker Wealth Management, LLC | 0.06% | Add +28571.4% | 2,007 | $178K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -19.3% | 2,004 | $178K |
| Citizens National Bank Trust Department | 0.03% | No change | 1,960 | $174K |
| Twin Tree Management, LP | 0.04% | New | 1,955 | $173K |
| Global Assets Advisory, LLC | 0.05% | New | 1,125 | $163K |
| Asset Dedication, LLC | 0.01% | Add +11.7% | 1,837 | $163K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,795 | $159K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -3.8% | 1,710 | $152K |
| MidFirst Bank | 0.01% | No change | 1,700 | $151K |
| Valued Wealth Advisors LLC | 0.06% | Add +6.5% | 1,694 | $150K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 1,669 | $148K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +8502.0% | 6,081,260 | $146K |
| EFG International AG | 0.00% | No change | 1,640 | $145K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,615 | $143K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -11.6% | 1,488 | $142K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +258.5% | 1,588 | $141K |
| Keystone Financial Group, Inc. | 0.07% | Add +1.0% | 1,525 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 1,515 | $134K |
| Chapman Financial Group, LLC | 0.10% | No change | 1,508 | $134K |
| Pingora Partners LLC | 0.08% | No change | 1,500 | $133K |
| Deutsche Bank AG | 0.00% | Reduce -6.5% | 1,500 | $133K |
| Paladin Partners, LLC | 0.10% | No change | 1,494 | $133K |
| Oakworth Capital, Inc. | 0.01% | Reduce -1.8% | 1,494 | $133K |
| Jupiter Wealth Management LLC | 0.05% | No change | 1,374 | $132K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,482 | $131K |
| Bare Financial Services, Inc | 0.03% | No change | 1,434 | $127K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -1.0% | 1,405 | $125K |
| First Pacific Financial | 0.02% | Reduce -11.6% | 1,359 | $121K |
| Trust Co. of Toledo NA | 0.01% | Reduce -2.3% | 1,297 | $115K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +3.4% | 1,281 | $114K |
| 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 | $112K |
| Retiremitten Financial LLC | 0.05% | — | 1,254 | $111K |
| Marquette Asset Management, LLC | 0.02% | Reduce -3.9% | 1,250 | $111K |
| Sachetta, LLC | 0.06% | Reduce -46.3% | 1,213 | $108K |
| Miller Global Investments, LLC | 0.10% | Reduce -6.2% | 1,203 | $107K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -3.2% | 1,190 | $106K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -21.2% | 1,205 | $105K |
| Basepoint Wealth LLC | 0.06% | Add +1.1% | 1,186 | $105K |
| Teachers Insurance & Annuity Association of America | 0.13% | No change | 1,182 | $105K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Reduce -53.3% | 1,091 | $104K |
| Intentional Wealth Strategies, LLC | 0.10% | — | 1,151 | $102K |
| Roehl & Yi Investment Advisors, LLC | 0.04% | New | 11,334 | $101K |
| Balentine LLC | 0.00% | Add +22.6% | 1,137 | $101K |
| Bravera Wealth | 0.05% | New | 1,130 | $100K |
| 2UniFi Bank | 0.05% | Reduce -0.6% | 1,121 | $99K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,112 | $99K |
| Park Place Capital Corp | 0.02% | No change | 1,111 | $99K |
| Creative Financial Designs Inc. | 0.01% | Add +2.4% | 1,106 | $98K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 1,100 | $98K |
| Sava Infond d.o.o. | 0.01% | New | 1,100 | $98K |
| Hickory Point Bank & Trust | 0.06% | New | 1,097 | $97K |
| AlphaCentric Advisors LLC | 0.10% | Reduce -53.6% | 1,075 | $95K |
| Clearstead Trust, LLC | 0.02% | No change | 1,064 | $94K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 1,015 | $90K |
| Howe & Rusling Inc. | 0.01% | No change | 982 | $87K |
| Archer Investment Corp | 0.02% | Reduce -44.8% | 978 | $87K |
| City State Bank | 0.02% | No change | 966 | $86K |
| CNB Bank | 0.04% | No change | 963 | $85K |
| Generali Asset Management SPA SGR | 0.00% | No change | 960 | $85K |
| Phillip James Consulting Co. | 0.06% | New | 735 | $84K |
| My Portfolio Guide, LLC | 0.05% | — | 942 | $84K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 929 | $82K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +1.5% | 922 | $82K |
| Glassman Wealth Services | 0.01% | No change | 921 | $82K |
| Realta Investment Advisors | 0.03% | Reduce -2.1% | 918 | $81K |
| Cornerstone Financial Management LLC | 0.07% | No change | 898 | $80K |
| Hurley Capital, LLC | 0.04% | No change | 891 | $79K |
| Rosenberg Matthew Hamilton | 0.02% | Add +61.8% | 880 | $78K |
| Pacifica Partners Inc. | 0.03% | No change | 852 | $76K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 850 | $75K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 849 | $75K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 860 | $75K |
| Ameriflex Group, Inc. | 0.04% | Reduce -17.1% | 846 | $75K |
| Toth Financial Advisory Corp. | 0.01% | No change | 810 | $72K |
| Salomon & Ludwin, LLC | 0.01% | No change | 796 | $72K |
| Graney & King, LLC | 0.04% | Add +0.3% | 792 | $70K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 786 | $70K |
| Aberdeen Wealth Management LLC | 0.03% | Add +0.1% | 787 | $70K |
| Alerus Financial NA | 0.00% | No change | 786 | $70K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +144.9% | 752 | $67K |
| NBZ Investment Advisors LLC | 0.03% | No change | 760 | $67K |
| GHP Investment Advisors, Inc. | 0.00% | Add +72.9% | 759 | $67K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 748 | $66K |
| Triumph Capital Management | 0.01% | No change | 746 | $66K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +325.7% | 745 | $66K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +0.4% | 741 | $66K |
| Standard Family Office LLC | 0.06% | No change | 704 | $62K |
| Sunbelt Securities, Inc. | 0.00% | Add +537.6% | 695 | $62K |
| Portfolio Resources Advisor Group, Inc. | 0.06% | No change | 692 | $61K |
| Costello Asset Management, INC | 0.02% | Reduce -18.8% | 683 | $61K |
| Creative Capital Management Investments LLC | 0.02% | No change | 676 | $60K |
| Sittner & Nelson, LLC | 0.02% | No change | 674 | $60K |
| Corsicana & Co. | 0.04% | Add +153.8% | 660 | $60K |
| Kings Path Partners LLC | 0.02% | No change | 672 | $60K |
| Financial Consulate, Inc. | 0.01% | No change | 668 | $59K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 665 | $59K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.5% | 644 | $57K |
| BankPlus Trust Department | 0.02% | No change | 640 | $57K |
| Colonial Trust Advisors | 0.00% | No change | 639 | $57K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 636 | $56K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 630 | $56K |
| Albion Financial Group | 0.00% | No change | 627 | $56K |
| EPG Wealth Management LLC | 0.01% | Reduce -1.3% | 614 | $54K |
| Founders Financial Alliance, LLC | 0.01% | Add +44.4% | 605 | $54K |
| Main Street Group, LTD | 0.02% | New | 600 | $53K |
| Aspect Partners, LLC | 0.02% | Reduce -46.7% | 591 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +3.0% | 590 | $52K |
| 4Thought Financial Group Inc. | 0.03% | Add +9.2% | 584 | $52K |
| PlanVest Financial, Inc | 0.04% | — | 583 | $52K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +146.7% | 560 | $50K |
| Rice Partnership, LLC | 0.01% | No change | 551 | $49K |
| Armor Investment Advisors, LLC | 0.02% | No change | 532 | $47K |
| SHP Wealth Management | 0.00% | Reduce -5.5% | 519 | $46K |
| Islay Capital Management, LLC | 0.02% | Add +139.5% | 491 | $44K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 488 | $43K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -26.9% | 488 | $43K |
| Thompson Investment Management, Inc. | 0.01% | No change | 488 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 480 | $43K |
| Wellington-Altus USA Inc. | 0.02% | No change | 434 | $42K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 470 | $42K |
| Bellevue Asset Management, LLC | 0.02% | No change | 467 | $41K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 462 | $41K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 459 | $41K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -11.7% | 430 | $38K |
| GAMMA Investing LLC | 0.00% | Add +29.2% | 425 | $38K |
| Founders Capital Management | 0.02% | No change | 400 | $35K |
| Tower View Wealth Management LLC | 0.02% | Add +320.0% | 399 | $35K |
| Roxbury Financial LLC | 0.03% | Add +0.5% | 392 | $35K |
| Integrity Financial Corp | 0.02% | Reduce -4.5% | 383 | $34K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -0.5% | 382 | $34K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +15.9% | 378 | $34K |
| Pflug Koory, LLC | 0.02% | Add +0.8% | 375 | $33K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.1% | 370 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 365 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Add +14.0% | 359 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -20.9% | 348 | $31K |
| CX Institutional | 0.00% | Reduce -57.2% | 354 | $31K |
| Hara Capital LLC | 0.02% | New | 344 | $31K |
| Evermay Wealth Management LLC | 0.00% | Reduce -4.8% | 339 | $30K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 338 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 334 | $30K |
| Copia Wealth Management | 0.02% | No change | 327 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 326 | $29K |
| True Link Financial Advisors, LLC | 0.00% | New | 323 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -15.9% | 322 | $29K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.9% | 320 | $28K |
| Tsfg, LLC | 0.00% | Reduce -4.5% | 319 | $28K |
| Tidemark, LLC | 0.01% | No change | 310 | $27K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.3% | 307 | $27K |
| Peterson Wealth Management | 0.02% | New | 302 | $27K |
| Adirondack Trust Co. | 0.01% | No change | 300 | $27K |
| ESL Trust Services, LLC | 0.01% | Reduce -30.4% | 300 | $27K |
| Angeles Wealth Management, LLC | 0.00% | Add +34.5% | 300 | $27K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 295 | $26K |
| Godsey & Gibb, Inc. | 0.00% | No change | 291 | $26K |
| Caitlin John, LLC | 0.02% | Add +1.0% | 291 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -22.5% | 289 | $26K |
| Joseph Group Capital Management | 0.01% | No change | 289 | $26K |
| Sterling Capital Management LLC | 0.00% | No change | 272 | $24K |
| Evolution Wealth Management Inc. | 0.02% | New | 271 | $24K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 268 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 265 | $24K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -16.4% | 255 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -27.4% | 257 | $23K |
| Longview Financial Advisors LLC | 0.01% | No change | 254 | $23K |
| Synergy Investment Management, LLC | 0.01% | New | 254 | $23K |
| Missouri Trust & Investment Co | 0.01% | No change | 250 | $22K |
| Legacy Bridge, LLC | 0.01% | Add +1.6% | 248 | $22K |
| Sage Mountain Advisors LLC | 0.00% | No change | 245 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 241 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 229 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 225 | $20K |
| MBM Wealth Consultants, LLC | 0.00% | New | 212 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -12.8% | 211 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 202 | $18K |
| Richardson Capital Management LLC | 0.01% | No change | 201 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -62.9% | 195 | $17K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 192 | $17K |
| Ankerstar Wealth, LLC | 0.02% | No change | 189 | $17K |
| Eukles Asset Management | 0.01% | No change | 187 | $17K |
| Advisortrust Partners, LLC | 0.01% | New | 185 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 175 | $16K |
| S&T Bank | 0.01% | No change | 175 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 170 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 167 | $15K |
| Union Savings Bank | 0.01% | No change | 165 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 164 | $15K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.6% | 162 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -10.6% | 161 | $14K |
| Activest Wealth Management | 0.00% | Add +2566.7% | 160 | $14K |
| Networth Advisors, LLC | 0.01% | Reduce -25.1% | 158 | $14K |
| High Note Wealth, LLC | 0.00% | Reduce -9.3% | 157 | $14K |
| Dorato Capital Management | 0.01% | No change | 150 | $14K |
| Mosley Wealth Management | 0.01% | New | 147 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 150 | $13K |
| Coastline Trust Co | 0.00% | No change | 150 | $13K |
| IMA Advisory Services, Inc. | 0.00% | No change | 136 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | Add +450.0% | 132 | $12K |
| Delta Asset Management LLC | 0.00% | Add +0.8% | 130 | $12K |
| Proathlete Wealth Management LLC | 0.00% | Add +34.0% | 130 | $12K |
| Capital Investment Counsel, Inc | 0.00% | No change | 130 | $12K |
| NFSG Corp | 0.00% | Reduce -60.1% | 129 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 125 | $11K |
| Bollard Group LLC | 0.00% | Add +0.8% | 127 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 117 | $10K |
| Walsh & Associates, LLC | 0.01% | No change | 115 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | New | 115 | $10K |
| Strive Financial Group ,LLC | 0.01% | Add +67.2% | 107 | $10K |
| Vision Retirement, LLC | 0.00% | Add +1237.5% | 107 | $9K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 104 | $9K |
| Monetary Management Group Inc. | 0.00% | No change | 101 | $9K |
| High Point Wealth Management, LLC | 0.01% | New | 100 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -44.8% | 100 | $9K |
| Kilter Group LLC | 0.00% | No change | 97 | $9K |
| Benson Wealth Management INC | 0.01% | Reduce -1.0% | 96 | $9K |
| Chesapeake Asset Management LLC | 0.01% | Add +33.8% | 91 | $8K |
| Financial Connections Group, Inc. | 0.00% | New | 97 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 83 | $7K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 83 | $7K |
| Monetary Solutions, Ltd | 0.01% | No change | 75 | $7K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 73 | $6K |
| Vanguard Advisers Inc. | 0.00% | — | 63 | $6K |
| IAG Wealth Partners, LLC | 0.00% | Add +24.0% | 62 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 61 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 58 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 57 | $5K |
| Winthrop Capital Management, LLC | 0.00% | No change | 57 | $5K |
| Robinswood Financial LLC | 0.00% | Add +1.8% | 56 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 56 | $5K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.01% | — | 14 | $4K |
| Key Capital Management, INC | 0.00% | Add +4400.0% | 45 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 44 | $4K |
| POM Investment Strategies, LLC | 0.00% | Reduce -86.5% | 43 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 42 | $4K |
| Eastern Bank | 0.00% | Reduce -97.1% | 40 | $4K |
| Cambient Family Office, LLC | 0.00% | New | 36 | $3K |
| Investors Research Corp | 0.00% | No change | 35 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 35 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 38 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | New | 32 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 31 | $3K |
| Gill Capital Partners, LLC | 0.00% | New | 29 | $3K |
| LM Advisors LLC | 0.01% | No change | 228 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -80.0% | 25 | $2K |
| Allianz Asset Management GmbH | 0.00% | Reduce -17.9% | 23 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 20 | $2K |
| Bullock Wealth Management Group | 0.00% | No change | 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% | No change | 18 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 16 | $1K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 16 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 12 | $1K |
| Navigoe, LLC | 0.00% | Reduce -67.4% | 15 | $1K |
| Evolution Advisers, Inc. | 0.00% | Reduce -82.8% | 20 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Reduce -90.1% | 11 | $990 |
| Gould Capital, LLC | 0.00% | No change | 11 | $976 |
| Operose Advisors LLC | 0.00% | New | 10 | $922 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $799 |
| Destiny Wealth Partners, LLC | 0.00% | New | 8 | $710 |
| Leo H. Evart, Inc. | 0.00% | — | 6 | $532 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 6 | $531 |
| Addison Advisors LLC | 0.00% | No change | 5 | $415 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +25.0% | 5 | $402 |
| Viewpoint Capital Management LLC | 0.00% | New | 3 | $266 |
| Strategic Advisory Partners, LLC | 0.00% | New | 2 | $177 |
| PMV Capital Advisers, LLC | 0.00% | New | 2 | $160 |
| Truvestments Capital LLC | 0.00% | New | 1 | $89 |
| Scarborough Advisors, LLC | 0.00% | New | 1 | $79 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 1 | $65 |
| Legacies Wealth LLC | 0.00% | Reduce -100.0% | 1 | $49 |
"% of holder's portfolio" is VNQ's weight in each manager's 13F, not the share of Vanguard Real Estate ETF the manager owns.