Vanguard Real Estate ETFVNQETF

13F holders, Q1 2026 (March 31)
1,785holders +20
122new positions
103sold out
5famous investors
$86.36avg. 13F price*

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

InstitutionsTotal Value
New Positions122$175.8M
Exits103$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.