Vanguard Real Estate ETFVNQETF

13F holders, Q2 2026 (June 30)
1,809holders +24
121new positions
86sold out
8famous investors
$96.60avg. 13F price*

At the end of Q2 2026, 1,809 institutions reported holding Vanguard Real Estate ETF (VNQ) in their 13F filings, up 24 from Q1 2026. 121 opened new positions and 86 sold out. The largest holders were Empower Advisory Group, LLC ($1.7B), Northwestern Mutual Wealth Management Co. ($1.6B) and Creative Planning ($1.2B). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions121$401.8M
Exits86$162.5M

All 13F filers, Q1 2026 → Q2 2026: 18,044,208 shares bought and 18,555,767 shares sold, net −511,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,809 holders

Empower Advisory Group, LLC 4.05% Add +4.2% 17,590,235 $1.7B
Northwestern Mutual Wealth Management Co. 0.87% Add +32.1% 16,949,846 $1.6B
Creative Planning 0.69% Reduce -2.9% 12,196,894 $1.2B
Wealthfront Advisers LLC 1.88% Add +0.9% 10,163,867 $980.1M
Bank of America Corp. 0.06% Reduce -2.8% 9,829,110 $947.8M
Morgan Stanley 0.05% Reduce -5.0% 9,292,120 $896.0M
State of New Jersey Common Pension Fund D 2.83% No change 8,598,869 $829.2M
JPMorgan Chase & Co. 0.04% Add +3.0% 7,569,539 $743.0M
US Bancorp \de 0.53% Reduce -8.9% 5,030,439 $485.1M
Prudential Financial Inc. 0.52% Add +17.2% 4,918,706 $474.3M
Wells Fargo & Company 0.07% Reduce -3.6% 3,989,579 $384.7M
Bank of New York Mellon Corp 0.05% Reduce -0.0% 3,430,993 $330.9M
Financial Engines Advisors L.L.C. 0.57% Reduce -0.0% 3,358,164 $323.8M
Cetera Investment Advisers 0.21% Add +3.2% 2,439,239 $235.2M
LPL Financial LLC 0.05% Add +2.4% 2,331,612 $224.8M
Pure Financial Advisors, LLC 2.83% Add +3.3% 2,286,335 $220.5M
Mariner, LLC 0.22% Add +4.8% 2,222,799 $214.4M
Envestnet Asset Management Inc. 0.05% Add +2.5% 2,209,295 $213.0M
State of Tennessee, Department of Treasury 0.62% Reduce -2.4% 2,181,157 $210.3M
Goldman Sachs Group Inc. 0.02% Add +1.0% 1,765,974 $170.3M
Sand Hill Global Advisors, LLC 5.09% Add +0.8% 1,754,412 $169.2M
Fifth Third Bancorp 0.26% Reduce -2.0% 1,644,829 $158.6M
Ballentine Partners, LLC 1.90% Add +3.3% 1,609,924 $155.2M
Royal Bank of Canada 0.03% Add +1.4% 1,591,558 $153.5M
Vista Capital Partners, Inc. 12.71% Add +4.0% 1,506,976 $145.3M
UBS Group AG 0.02% Add +0.4% 1,506,577 $145.3M
Ameriprise Financial Inc. 0.03% Add +118.0% 1,502,969 $144.9M
Gibson Capital, LLC 22.07% Add +0.6% 1,395,282 $134.5M
Millburn Ridgefield LLC 2.52% Reduce -1.1% 1,378,575 $132.9M
Catalyst Capital Advisors LLC 2.21% Reduce -1.1% 1,378,575 $132.9M
Assetmark, Inc. 0.22% Add +56.3% 1,351,459 $130.3M
T. Rowe Price Associates Inc. 0.01% New 1,300,407 $125.4M
Raymond James Financial Inc. 0.03% Reduce -1.6% 1,259,888 $121.5M
Manufacturers Life Insurance Company, The 0.08% Add +23.1% 1,059,730 $102.2M
PNC Financial Services Group, Inc. 0.05% Reduce -0.9% 1,027,667 $99.1M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -1.4% 937,292 $89.8M
Beacon Capital Management, Inc. 5.23% Reduce -12.3% 896,485 $86.4M
SBI Okasan Asset Management Co.Ltd. 2.75% New 853,650 $83.8M
Seven Post Investment Office LP 23.47% Add +0.9% 857,363 $82.7M
Bank of Montreal 0.03% Add +31.4% 842,116 $81.2M
Jefferies Financial Group Inc. 0.76% Add +3.6% 831,143 $80.1M
Evergreen Capital Management LLC 1.32% Add +2.9% 781,642 $75.4M
Glenmede Trust Co. NA 0.33% Reduce -0.8% 775,853 $74.8M
Cerity Partners LLC 0.09% Add +23.2% 771,016 $74.4M
HighTower Advisors, LLC 0.07% Add +11.2% 741,178 $71.5M
Capital Investment Advisors, LLC 0.93% Add +5.3% 730,166 $70.4M
Pathstone Holdings, LLC 0.20% Add +6.8% 726,100 $70.0M
Corient Private Wealth LP 0.10% Reduce -28.7% 719,290 $69.4M
Stifel Financial Corp. 0.06% Add +3.9% 718,232 $69.3M
Osaic Holdings, Inc. 0.08% Add +14.0% 710,144 $68.5M
Sumitomo Life Insurance Co. 1.06% Add +152.5% 671,894 $64.8M
Commonwealth Equity Services, LLC 0.08% Reduce -4.5% 631,341 $60.9M
Rebalance, LLC 3.10% Add +5.0% 613,696 $59.2M
Pennsylvania State University 22.98% No change 592,234 $57.1M
United Capital Financial Advisors, LLC 0.31% Reduce -3.5% 584,158 $56.3M
Glenview Trust Co 0.75% Add +3.8% 564,978 $54.5M
State Street Corp. 0.00% Add +104.3% 524,486 $50.6M
D. E. Shaw & Co. 0.03% New 523,931 $50.5M
Rockefeller Capital Management L.P. 0.08% Add +2.0% 519,210 $50.1M
Citizens Financial Group Inc. 0.57% Add +1.2% 492,781 $47.5M
Peapack Gladstone Financial Corp. 0.54% Add +2.6% 490,211 $47.3M
Savant Capital, LLC 0.14% Add +444.8% 486,552 $46.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.68% Add +5.4% 479,864 $46.3M
SCS Capital Management LLC 0.43% Reduce -0.3% 473,126 $45.6M
MAI Capital Management 0.17% Add +76.8% 471,382 $45.5M
Moneta Group Investment Advisors LLC 0.34% Add +3.8% 470,354 $45.4M
Osborne Partners Capital Management, LLC 2.49% Reduce -4.3% 464,333 $44.8M
Falcon Wealth Planning 2.83% Add +4.7% 463,481 $44.7M
M&T Bank Corp 0.12% Add +0.4% 429,929 $41.5M
Nuveen, LLC 0.01% Add +3.7% 427,805 $41.3M
Captrust Financial Advisors 0.06% Add +2.0% 425,480 $41.0M
PGIM Custom Harvest LLC 0.51% Add +2.4% 424,203 $40.9M
Baird Financial Group, Inc. 0.05% Add +1.4% 414,149 $39.9M
Sei Investments Co. 0.03% Add +0.3% 399,883 $38.6M
Empowered Funds, LLC 0.20% Add +62.5% 399,081 $38.5M
Passive Capital Management, LLC. 12.00% Reduce -0.0% 433,672 $38.4M
Cambridge Investment Research Advisors, Inc. 0.08% Add +17.5% 392,604 $37.9M
First Command Advisory Services, Inc. 0.22% Reduce -32.6% 384,757 $37.1M
Garde Capital, Inc. 1.66% Add +2.4% 384,725 $37.1M
St. Louis Trust Co 4.12% No change 17,485 $36.1M
Focus Partners Wealth 0.04% Reduce -1.9% 368,036 $35.5M
Prime Capital Investment Advisors, LLC 0.34% Add +3.4% 361,861 $34.9M
Chandler Asset Management, Inc. 4.78% Reduce -1.7% 352,018 $33.9M
Ameritas Advisory Services, LLC 0.67% Add +46.5% 342,483 $33.0M
Kestra Advisory Services, LLC 0.10% Add +80.8% 330,263 $31.8M
Comprehensive Financial Management LLC 1.04% No change 328,338 $31.7M
HHM Wealth Advisors, LLC 3.09% Add +4.6% 318,158 $30.7M
1832 Asset Management L.P. 0.04% New 315,651 $30.4M
Foster & Motley Inc. 1.39% Add +4.4% 312,740 $30.2M
Steward Partners Investment Advisory, LLC 0.15% Reduce -51.4% 309,861 $29.9M
Sage Financial Group Inc. 1.63% Add +5.5% 305,846 $29.5M
First Financial Bankshares Inc 0.55% Add +1.3% 302,072 $29.1M
Becker Capital Management Inc. 0.78% Reduce -0.7% 301,372 $29.1M
Principal Financial Group Inc. 0.01% Reduce -23.6% 299,656 $28.9M
Beacon Pointe Advisors, LLC 0.13% Reduce -2.7% 295,599 $28.5M
DecisionPoint Financial, LLC 5.26% Add +8.7% 293,151 $28.4M
Kohmann Bosshard Financial Services, LLC 2.40% Add +5.6% 293,410 $28.3M
Presilium Private Wealth, LLC 4.29% Add +4.1% 289,502 $27.9M
Employees' Retirement Fund of the City of Fort Worth 9.74% Add +241.0% 283,000 $27.3M
Man Group plc 0.05% Add +997.2% 282,369 $27.2M
Two Sigma Investments, LP 0.02% Reduce -92.3% 280,100 $27.0M
Mercer Global Advisors Inc. 0.03% Reduce -34.3% 274,051 $26.4M
FMR LLC 0.00% Reduce -0.5% 263,601 $25.4M
Community Trust & Investment Co. 1.29% Reduce -1.4% 258,648 $24.9M
Roble, Belko & Company, Inc 2.69% Add +2.1% 257,749 $24.9M
Patriot Investment Management Group, Inc. 1.44% Add +3.3% 256,816 $24.8M
JMG Financial Group, Ltd. 0.59% Reduce -0.0% 254,989 $24.6M
Tanglewood Wealth Management, Inc. 2.08% Add +12.7% 254,209 $24.5M
Kwmg, LLC 1.76% Reduce -0.8% 251,953 $24.3M
Whelan Financial 6.45% Reduce -7.1% 245,744 $23.7M
Rodgers & Associates, LTD 2.14% Add +1.6% 244,354 $23.6M
B & T Capital Management DBA Alpha Capital Management 3.08% Add +4.1% 243,879 $23.5M
Austin Asset Management Co Inc 3.34% Add +2.5% 242,559 $23.4M
Tectonic Advisors LLC 1.09% Add +3.9% 235,265 $22.7M
SWAN Capital LLC 7.60% Add +3.5% 230,437 $22.2M
Define Financial, LLC 10.11% Add +5.1% 228,368 $22.0M
Wealthspire Advisors, LLC 0.12% Reduce -1.3% 224,731 $21.7M
CreativeOne Wealth, LLC 0.46% Add +6.1% 222,806 $21.5M
Wrenne Financial Planning LLC 7.13% Add +5.3% 219,084 $21.1M
Fairfield University 8.50% Add +0.9% 217,653 $21.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.07% Add +73.6% 214,880 $20.7M
Omega Financial Group, LLC 6.13% Add +3.7% 208,874 $20.1M
Sachem Hill LLC 3.40% Add +0.5% 198,214 $19.1M
Cypress Financial Planning LLC 4.67% Add +0.9% 197,512 $19.0M
TCV Trust & Wealth Management, Inc. 1.40% Add +0.8% 191,852 $18.5M
Elm Partners Management LLC 0.66% Add +103.7% 191,483 $18.5M
Tobias Financial Advisors, Inc. 2.33% Add +1.4% 190,223 $18.3M
Cambridge Capital Management, LLC 6.95% Add +2.4% 189,599 $18.3M
Carrera Capital Advisors 2.71% Add +2160.2% 189,317 $18.3M
Gould Asset Management LLC 2.83% Add +6.3% 186,503 $18.0M
Focus Partners Advisor Solutions, LLC 0.15% Reduce -4.6% 186,201 $18.0M
CIBC Bancorp USA Inc. 0.02% Add +81.3% 184,011 $17.7M
Conservest Capital Advisors, Inc. 1.40% Reduce -7.8% 182,572 $17.6M
Lido Advisors, LLC 0.06% Reduce -0.6% 182,318 $17.6M
Choreo, LLC 0.19% Add +2.7% 182,060 $17.6M
Firestone Capital Management 3.23% Add +1.4% 180,112 $17.4M
MML Investors Services, LLC 0.03% Add +18.4% 177,418 $17.1M
AA Financial Advisors, LLC 2.03% Add +27.7% 175,093 $16.9M
Trilogy Capital Inc. 0.66% Reduce -13.5% 174,951 $16.9M
West Financial Advisors, LLC 2.56% Add +2.5% 174,613 $16.8M
Renaissance Technologies 0.02% New 174,467 $16.8M
Greenwood Gearhart LLC 0.78% Add +4.7% 173,367 $16.7M
Farther Finance Advisors, LLC 0.13% Reduce -3.8% 172,137 $16.6M
Rockwood Wealth Management, LLC 1.05% Reduce -2.2% 171,815 $16.6M
Avior Wealth Management, LLC 0.43% Add +49.9% 170,953 $16.5M
Commerce Bank 0.07% Add +4.4% 168,401 $16.2M
Act Wealth Management, LLC 4.75% Add +39.4% 167,524 $16.2M
Fort Henry Capital, LLC 8.85% Add +0.6% 166,661 $16.1M
LRI Investments, LLC 1.26% Reduce -0.8% 163,496 $15.8M
Partners in Financial Planning 2.36% Add +2.4% 161,235 $15.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -77.1% 160,000 $15.4M
BlackRock, Inc. 0.00% Add +17.6% 159,738 $15.4M
University of Illinois Foundation 2.74% Add +47.5% 159,230 $15.4M
Valmark Advisers, Inc. 0.16% Reduce -1.5% 156,168 $15.1M
Bluestem Financial Advisors, LLC 5.27% Reduce -0.5% 155,978 $15.0M
BCR Wealth Strategies, LLC 4.21% Add +5.7% 155,236 $15.0M
Ameritas Investment Partners, Inc. 0.40% Add +1.1% 154,317 $14.9M
Navalign, LLC 3.45% Add +1.4% 153,717 $14.8M
Allodium Investment Consultants, LLC 6.30% Reduce -2.8% 153,716 $14.8M
Ashton Thomas Private Wealth, LLC 0.31% Add +1.7% 153,632 $14.8M
TFO Wealth Partners, LLC 1.56% Add +54.5% 148,271 $14.3M
GenTrust, LLC 0.54% Add +4.6% 146,619 $14.1M
Cordant, Inc. 5.06% Add +4.3% 145,779 $14.1M
Private Wealth Asset Management, LLC 1.35% Reduce -5.8% 145,492 $14.0M
Somnio Financial Group, LLC 8.23% Add +2.0% 144,002 $13.9M
Plancorp, LLC 0.34% Add +3.2% 141,551 $13.8M
Partners Capital Investment Group, LLP 0.49% Reduce -1.0% 143,539 $13.8M
Van Eck Associates Corp. 0.01% No change 141,261 $13.6M
Alliancebernstein L.P. 0.00% Add +5.4% 152,846 $13.6M
Bard Associates Inc. 2.98% Add +0.1% 139,298 $13.4M
Magnolia Wealth Management, LLC 6.88% Add +11.7% 136,305 $13.1M
Grey Fox Wealth Advisors, LLC 2.00% Add +10.6% 132,329 $12.8M
Blair William & Co. 0.03% Add +1.2% 131,992 $12.7M
Brown Advisory Inc. 0.02% Add +13.9% 131,842 $12.7M
Hurlow Wealth Management Group, Inc. 2.62% Reduce -1.4% 130,770 $12.6M
Hudson Bay Capital Management LP 0.07% No change 130,000 $12.5M
Discipline Wealth Solutions, LLC 1.09% Add +30.8% 129,993 $12.5M
Adaptive Financial Consulting, LLC 4.38% Add +2.4% 129,548 $12.5M
FC Advisory LLC 3.27% Add +0.8% 128,154 $12.4M
Galvin, Gaustad & Stein, LLC 0.90% Reduce -1.7% 125,384 $12.1M
Krane Financial Solutions LLC 7.41% Add +6.0% 124,803 $12.0M
Nwam LLC 0.60% Reduce -4.0% 123,491 $11.9M
Cardiff Park Advisors, LLC 0.92% Reduce -5.0% 123,030 $11.9M
Financial Advisory Corp 1.55% Reduce -14.0% 121,596 $11.7M
Archvest Wealth Advisors, Inc. 6.78% Add +9.7% 121,526 $11.7M
Asset Management One Co., Ltd. 0.03% No change 121,180 $11.7M
Flagstone Financial Management 2.61% Add +3.0% 120,870 $11.7M
Truist Financial Corp. 0.01% Reduce -3.0% 120,377 $11.6M
Summit Financial, LLC 0.13% Add +4.5% 119,408 $11.5M
Johnson Financial Group, Inc. 0.37% Add +0.6% 117,946 $11.4M
TrueWealth Financial Partners 4.63% Add +1.3% 116,270 $11.2M
Riverpoint Wealth Management Holdings, LLC 2.06% Add +1.9% 116,267 $11.2M
Atmos Advisory, LLC 5.84% Add +1.4% 115,960 $11.2M
Strategic Wealth Investment Group, LLC 1.34% Reduce -36.9% 115,029 $11.1M
JDM Financial Group LLC 3.75% Add +16.4% 163,751 $11.0M
Omnia Family Wealth, LLC 2.93% New 113,260 $10.9M
Modera Wealth Management, LLC 0.12% Reduce -0.8% 112,522 $10.9M
Advisory Solutions Group, LLC 3.71% — 112,305 $10.8M
Bear Mountain Capital, Inc. 3.11% Add +3.1% 110,199 $10.8M
Ancora Advisors LLC 0.21% Reduce -4.3% 111,254 $10.7M
Prairiewood Capital, LLC 2.78% Add +3.6% 111,195 $10.7M
Stephens Inc. 0.12% Add +3.1% 110,974 $10.7M
NorthRock Partners, LLC 0.15% Add +0.3% 109,713 $10.6M
Wealth Alliance, LLC 0.88% Add +39.7% 108,862 $10.5M
Modern Wealth Management, LLC 0.13% Add +28.3% 108,533 $10.5M
Parallel Advisors, LLC 0.16% Add +1.8% 108,437 $10.5M
Envestnet Portfolio Solutions, Inc. 0.05% Add +6.3% 108,270 $10.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -3.6% 108,242 $10.4M
Krilogy Financial LLC 0.31% Add +1.1% 107,825 $10.4M
Moller Wealth Partners 1.87% Reduce -55.4% 107,370 $10.4M
Checchi Capital Advisers, LLC 0.66% Reduce -1.5% 107,222 $10.3M
Markowski Investments 2.28% — 107,210 $10.3M
Ted Buchan & Co 3.38% Add +1.5% 107,090 $10.3M
Awm Capital, LLC 0.81% Reduce -28.9% 105,517 $10.2M
Daiwa Securities Group Inc. 0.02% Reduce -42.5% 105,100 $10.1M
Brookstone Capital Management 0.10% Add +4.9% 104,079 $10.0M
Sequoia Financial Advisors, LLC 0.05% Reduce -8.0% 103,610 $10.0M
Weiss Asset Management LP 0.17% New 103,000 $9.9M
Bokf, NA 0.14% Add +12.3% 102,779 $9.9M
Chilton Capital Management LLC 0.31% Reduce -5.8% 102,381 $9.9M
Peterson Wealth Advisors, LLC 1.16% Add +1.2% 101,806 $9.8M
Keudell/Morrison Wealth Management 1.85% Add +0.1% 101,570 $9.8M
PACK Private Wealth, LLC 4.01% Reduce -1.4% 100,455 $9.7M
NewEdge Advisors, LLC 0.03% Add +2.5% 99,833 $9.6M
WESCAP Management Group, Inc. 1.79% Add +16.3% 99,373 $9.6M
Victory Capital Management Inc. 0.01% No change 99,002 $9.5M
Waverly Advisors, LLC 0.06% Add +3.1% 98,701 $9.5M
Gray Private Wealth, LLC 4.11% Add +5.8% 98,520 $9.5M
Callan Family Office, LLC 0.18% Add +0.5% 97,711 $9.4M
Heritage Wealth Management, Inc./Texas 3.55% Add +1.0% 95,612 $9.2M
Avion Wealth 1.72% Reduce -1.8% 95,604 $9.2M
Northern Trust Corp. 0.00% Reduce -7.9% 95,452 $9.2M
Cambridge Associates LLC /Ma/ 0.13% No change 94,533 $9.1M
Industrial Alliance Investment Management Inc. 4.28% No change 94,190 $9.1M
Mission Wealth Management, LP 0.11% Add +10.0% 93,823 $9.0M
Vertex Investment Solutions Co., Ltd. 6.08% Add +241.8% 91,736 $9.0M
Jones Financial Companies LLLP 0.00% Add +43.8% 90,487 $8.9M
Arkadios Wealth Advisors 0.14% Reduce -5.9% 92,135 $8.9M
BNP Paribas Financial Markets 0.00% Add +84.9% 91,867 $8.9M
Cambridge Advisors Inc. 1.49% Add +6.3% 90,075 $8.7M
Pinnacle Financial Partners, Inc. 0.06% Reduce -1.4% 89,724 $8.7M
Marathon Strategic Advisors, LLC 4.87% Add +6.9% 89,500 $8.6M
Stratos Wealth Partners, LTD. 0.09% Reduce -48.8% 89,198 $8.6M
Franklin Resources Inc. 0.00% Add +24.9% 89,094 $8.6M
Midwest Trust Co 0.10% Reduce -76.3% 89,025 $8.6M
LBMC Investment Advisors, LLC 0.47% Reduce -3.4% 88,993 $8.6M
Americana Partners, LLC 0.19% Add +7.2% 88,379 $8.5M
Rakuten Investment Management, Inc. 0.02% Reduce -24.2% 86,124 $8.5M
Private Advisor Group, LLC 0.04% Reduce -29.8% 87,314 $8.4M
Bailard, Inc. 0.17% Reduce -5.9% 86,581 $8.3M
Fonville Wealth Management LLC 1.36% Add +1.5% 86,280 $8.3M
Silver Coast Investments LLC 2.47% Reduce -2.3% 86,197 $8.3M
WealthCollab, LLC 3.00% Add +4.5% 85,799 $8.3M
Tide Cove Capital Partners LLC 5.34% Add +1.0% 83,481 $8.3M
Moran Wealth Management, LLC 0.22% Add +138.1% 84,968 $8.2M
Financial Advisors Network, Inc. 1.00% Reduce -4.2% 84,755 $8.2M
United Bank 0.96% Add +5.0% 84,748 $8.2M
BluePrint Investing LLC 6.85% Reduce -1.7% 84,499 $8.1M
KCM Investment Advisors LLC 0.24% Add +0.2% 84,422 $8.1M
Harbor Investment Advisory, LLC 0.57% Add +1.0% 84,289 $8.1M
Country Trust Bank 0.14% Add +1.3% 84,205 $8.1M
David Kennon Inc 2.68% Reduce -0.2% 84,031 $8.1M
Fairway Wealth LLC 1.84% Reduce -2.3% 83,601 $8.1M
Campion Asset Management 4.89% Add +1.9% 83,062 $8.0M
Silver Oak Advisory Group, Inc. 3.16% Add +0.9% 83,058 $8.0M
Betterment LLC 0.01% Add +1.6% 82,417 $7.9M
Janney Montgomery Scott LLC 0.02% Add +3.4% 82,063 $7.9M
WestHill Financial Advisors, Inc. 1.35% Reduce -0.5% 82,017 $7.9M
Kanawha Capital Management LLC 0.51% Add +1.1% 81,206 $7.8M
Connecticut Wealth Management, LLC 0.29% Reduce -5.9% 81,166 $7.8M
Financial Futures Ltd Liability Co. 2.95% Add +6.1% 80,451 $7.8M
SG Americas Securities, LLC 0.00% Add +30.5% 80,391 $7.8M
Drystone LLC 6.34% Reduce -1.7% 79,918 $7.7M
Ariston Services Group 4.24% Add +0.0% 79,763 $7.7M
Amicus Financial Advisors, LLC 1.84% Reduce -1.3% 77,523 $7.5M
Verdence Capital Advisors LLC 0.39% Add +3.2% 77,202 $7.4M
Regal Investment Advisors LLC 0.38% Add +4.8% 75,666 $7.3M
Integrated Wealth Concepts LLC 0.05% Add +13.0% 74,680 $7.2M
Clearstead Advisors, LLC 0.07% Add +3.8% 72,915 $7.0M
Sanctuary Advisors, LLC 0.03% Add +10.6% 72,802 $7.0M
Everhart Financial Group, Inc. 0.45% Add +11.2% 72,654 $7.0M
Aletheian Wealth Advisors LLC 2.97% Add +11.3% 72,104 $7.0M
Bayshore Asset Management, LLC 2.47% Reduce -5.7% 71,809 $6.9M
American Investment Services, Inc. 1.46% Add +0.3% 71,580 $6.9M
Peak Retirement Planning, Inc. 1.09% Add +33.2% 71,525 $6.9M
Proficio Capital Partners LLC 0.25% Add +196.9% 71,310 $6.9M
Freestone Capital Holdings, LLC 0.18% Add +6.4% 71,291 $6.9M
Patton Fund Management, Inc. 1.49% Add +3.5% 71,281 $6.9M
United Financial Planning Group LLC 3.48% Add +3.2% 71,064 $6.9M
Latigo Investments, LLC 3.05% No change 70,972 $6.8M
Hardy Reed LLC 0.44% No change 70,572 $6.8M
Coldstream Capital Management Inc. 0.09% Reduce -3.0% 70,347 $6.8M
Alliance Wealth Advisors, LLC 1.28% Add +20.2% 70,147 $6.8M
Financial Alternatives, Inc 3.33% Add +2.1% 70,071 $6.8M
Arax Advisory Partners 0.04% Add +51.9% 70,043 $6.8M
Cliffwater LLC 1.68% No change 69,923 $6.7M
LMG Wealth Partners, LLC 1.08% Add +5.3% 69,875 $6.7M
Capital Advisors Wealth Management, LLC 0.79% Reduce -2.0% 69,791 $6.7M
Gallagher Fiduciary Advisors, LLC 0.22% Reduce -98.9% 69,532 $6.7M
Cresset Asset Management, LLC 0.02% Add +18.8% 69,198 $6.7M
CMH Wealth Management LLC 1.01% Add +5.0% 68,560 $6.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -40.2% 68,516 $6.6M
Rainwater Charitable Foundation 2.20% No change 68,428 $6.6M
Factor Wealth Management LTD 0.99% Add +18.3% 68,134 $6.6M
DAVENPORT & Co LLC 0.03% Add +153.9% 67,920 $6.5M
PDS Planning, Inc 0.37% Reduce -0.3% 66,024 $6.4M
Biltmore Family Office, LLC 0.83% Add +0.5% 65,448 $6.3M
FIDELIS iM, LLC 2.15% Reduce -20.0% 65,284 $6.3M
LPWM LLC 1.40% Reduce -0.7% 65,210 $6.3M
Investment Planning Advisors, Inc. 1.45% Add +9.0% 65,096 $6.3M
Millennium Management 0.00% Reduce -30.5% 65,045 $6.3M
Hancock Whitney Corp. 0.10% Add +30.9% 65,019 $6.3M
Allie Family Office LLC 2.33% Add +0.2% 65,026 $6.3M
VeraBank, N.A. 1.03% Add +7.3% 64,350 $6.2M
Frontier Asset Management, LLC 1.10% Add +79.3% 63,976 $6.2M
Cassaday & Co Wealth Management LLC 0.12% Reduce -0.1% 63,575 $6.1M
Baron Financial Group, LLC 2.91% Reduce -0.5% 63,343 $6.1M
Merit Financial Group, LLC 0.04% Reduce -4.6% 62,402 $6.0M
Aprio Wealth Management, LLC 0.29% Reduce -2.3% 61,925 $6.0M
Neumann Capital Management, LLC 3.94% Reduce -0.8% 61,792 $6.0M
Note Advisors, LLC 2.57% Add +0.6% 61,419 $5.9M
Red Wave Investments LLC 1.50% Add +9.3% 61,327 $5.9M
Kingsview Wealth Management, LLC 0.07% Reduce -39.5% 61,102 $5.9M
Whittier Trust Co. 0.06% Add +5.1% 60,258 $5.9M
Fiduciary Trust Co 0.06% Reduce -1.1% 60,656 $5.8M
Phillips Financial Management, LLC 0.42% Reduce -26.9% 59,658 $5.8M
One Degree Advisors Inc 1.28% Add +2.4% 59,074 $5.7M
Crewe Advisors LLC 0.41% Add +0.1% 58,758 $5.7M
Thrive Capital Management, LLC 1.07% Add +21.2% 58,703 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -27.3% 58,661 $5.7M
Allworth Financial LP 0.02% Reduce -10.2% 58,476 $5.6M
Kagan Cocozza Asset Management 3.50% Add +8.4% 57,936 $5.6M
CENTRAL TRUST Co 0.10% Add +19.8% 57,870 $5.6M
Three Bearings Fiduciary Advisors, Inc. 4.99% Add +0.1% 57,804 $5.6M
KRM Wealth Management L.L.C. 2.45% Add +8.8% 57,680 $5.6M
Klingman & Associates, LLC 0.24% Reduce -1.1% 57,654 $5.6M
Idaho Trust Co 1.62% Reduce -12.3% 57,550 $5.5M
Unconventional Investor, LLC 2.29% Add +1.1% 57,533 $5.5M
&partners 0.02% Add +9.0% 57,079 $5.5M
Traveka Wealth, LLC 1.80% Add +0.3% 56,268 $5.4M
Monograph Wealth Advisors, LLC 0.45% Add +4.1% 56,244 $5.4M
Cavalier Investments, LLC 2.00% New 56,240 $5.4M
ARK & TLK Investments, LLC 1.32% Add +2.4% 55,444 $5.3M
Citigroup Inc. 0.00% Reduce -1.1% 55,342 $5.3M
Advisory Services Network, LLC 0.06% Reduce -3.1% 55,163 $5.3M
UMB Bank, n.a. 0.07% Reduce -14.2% 55,027 $5.3M
Vise Technologies, Inc. 0.06% Add +31.6% 54,885 $5.3M
Chicago Partners Investment Group LLC 0.11% Add +1.4% 53,541 $5.3M
Cherry Tree Wealth Management, LLC 0.99% Add +0.6% 54,571 $5.3M
White Lighthouse Investment Management Inc. 0.65% Reduce -8.5% 54,317 $5.2M
Zeit Capital LLC 3.14% Add +1.2% 54,065 $5.2M
IFG Advisors, LLC 0.72% Reduce -24.1% 54,019 $5.2M
Northwest Quadrant Wealth Management, LLC 0.96% Add +0.9% 53,782 $5.2M
Johnson Financial Group, LLC 0.28% Reduce -74.5% 53,417 $5.2M
Black Diamond Financial, LLC 0.45% Add +7.6% 53,345 $5.1M
MBL Wealth, LLC 0.35% Add +7.5% 53,333 $5.1M
Balanced Wealth Group LLC 1.62% Reduce -3.3% 52,980 $5.1M
Quantinno Capital Management LP 0.01% Add +30.2% 52,860 $5.1M
World Investment Advisors 0.08% Reduce -5.3% 56,540 $5.1M
Consolidated Portfolio Review Corp 0.42% Add +0.9% 52,639 $5.1M
Pine Ridge Advisers LLC 0.31% Add +0.9% 52,639 $5.1M
BOS Asset Management, LLC 1.17% Add +6.2% 52,025 $5.0M
Financial & Tax Architects, LLC 1.05% Add +14.7% 51,718 $5.0M
Keel Point, LLC 0.29% Add +16.0% 51,627 $5.0M
Dodds Wealth, LLC 1.12% Add +1.7% 51,489 $5.0M
Whitegate Investment Counselors, Inc. 1.41% Add +0.7% 51,277 $4.9M
AE Wealth Management LLC 0.02% Add +172.5% 50,870 $4.9M
Integrated Advisors Network LLC 0.22% Add +20.5% 49,818 $4.8M
Alhambra Investment Management LLC 2.07% Reduce -1.9% 49,241 $4.7M
Concurrent Investment Advisors, LLC 0.04% Add +13.4% 49,089 $4.7M
Park National Corp. 0.13% Reduce -6.4% 48,778 $4.7M
Greenspring Advisors, LLC 0.26% Add +7.1% 48,451 $4.7M
Evanson Financial, LLC 0.23% — 48,160 $4.6M
Human Investing LLC 0.60% Reduce -0.2% 48,043 $4.6M
Voya Financial Advisors, Inc. 0.41% Reduce -16.5% 47,161 $4.6M
Conning Inc. 0.14% No change 47,789 $4.6M
Cibc World Market Inc. 0.01% New 47,476 $4.6M
SVRN Asset Management, LLC 2.34% Reduce -11.7% 47,234 $4.6M
Nalls Sherbakoff Group, LLC 3.24% Reduce -5.0% 47,193 $4.6M
Elevate Wealth Advisory, Inc. 2.59% Add +6.8% 47,112 $4.5M
Tillman Hartley LLC 1.02% Add +9.5% 46,925 $4.5M
Vestcor Inc 0.11% Add +173.5% 46,915 $4.5M
Wolff Wiese Magana LLC 2.08% Add +7.3% 46,807 $4.5M
LifeGuide Financial Advisors, LLC 1.28% Reduce -1.4% 46,733 $4.5M
AlphaCore Capital LLC 0.08% Add +173.9% 46,636 $4.5M
Payne Capital Management, LLC 1.19% Add +0.3% 46,244 $4.5M
Mgo One Seven LLC 0.07% Reduce -0.0% 45,607 $4.4M
Fairview Capital Investment Management, LLC 0.23% Reduce -2.1% 45,153 $4.4M
Sigma Planning Corp 0.11% Add +0.5% 45,097 $4.3M
Cordoba Advisory Partners LLC 0.92% Add +4.9% 44,977 $4.3M
REDW Wealth LLC 1.54% Reduce -7.0% 44,670 $4.3M
Wealthcare Advisory Partners LLC 0.08% Reduce -6.8% 44,657 $4.3M
Family Wealth Partners, LLC 1.31% Add +4.0% 44,311 $4.3M
Fort Point Capital Partners LLC 0.46% Add +15.9% 44,305 $4.3M
Disciplined Investments, LLC 1.38% Reduce -0.3% 44,281 $4.3M
Marotta Asset Management 0.71% Reduce -6.9% 43,927 $4.3M
Atria Investments, Inc 0.04% Add +14.9% 44,000 $4.2M
Manchester Capital Management LLC 0.55% Add +5.1% 43,925 $4.2M
DWR Wealth Management, LLC 3.17% Reduce -10.8% 43,130 $4.2M
MFA Wealth Services 2.53% Add +0.9% 43,880 $4.2M
Matrix Trust Co 0.61% Add +0.3% 43,717 $4.2M
Elwood & Goetz Wealth Advisory Group, LLC 0.62% Reduce -20.7% 43,304 $4.2M
Legacy Financial Group, Inc. 0.97% Reduce -0.8% 43,243 $4.2M
Cherrydale Wealth Management, LLC 1.09% Add +1.7% 43,134 $4.2M
Farmers & Merchants Investments Inc. 0.10% Reduce -0.1% 42,901 $4.1M
Independent Financial Group, LLC 0.08% Reduce -0.2% 42,676 $4.1M
Meridian Wealth Management, LLC 0.13% Add +231.6% 42,668 $4.1M
Diversified Portfolios, Inc. 0.30% Reduce -18.2% 42,614 $4.1M
Tower Research Capital LLC (TRC) 0.10% Reduce -49.3% 42,341 $4.1M
OpenArc Corporate Advisory, LLC 0.05% Add +14.4% 42,317 $4.1M
IF Advisors, LLC 2.66% Add +2.4% 41,960 $4.0M
Apella Capital, LLC 0.06% Add +2.6% 40,918 $4.0M
First Foundation Advisors 0.14% Add +2.6% 41,597 $4.0M
Common Fund for Nonprofit Organizations 0.37% Reduce -84.5% 41,481 $4.0M
Brindle & Bay Financial Advisors, LLC 2.00% Add +21.1% 41,420 $4.0M
Lodestar Private Asset Management LLC 0.34% Add +4.8% 41,198 $4.0M
Intergy Private Wealth, LLC 0.91% Add +4.4% 41,061 $4.0M
Keewaydin Investments LLC 1.14% Add +1.3% 40,985 $4.0M
Finhabits Advisors LLC 3.31% Add +2.9% 40,782 $3.9M
HB Wealth Management, LLC 0.02% Reduce -5.2% 40,678 $3.9M
Abound Wealth Management 0.78% Reduce -0.8% 40,502 $3.9M
Blueline Advisors LLC 2.69% Add +8.1% 40,308 $3.9M
Websterrogers Financial Advisors, LLC 0.99% Add +6.3% 40,215 $3.9M
Grove Bank & Trust 0.38% Reduce -2.5% 39,987 $3.9M
Proffitt & Goodson Inc. 0.53% Reduce -1.3% 39,956 $3.9M
Axxcess Wealth Management, LLC 0.06% Reduce -1.9% 39,857 $3.8M
BTG Pactual Asset Management US LLC 0.29% Add +0.3% 39,582 $3.8M
HSBC Holdings PLC 0.00% Reduce -5.8% 39,560 $3.8M
Tradition Wealth Management, LLC 0.23% Add +4.4% 39,541 $3.8M
Decker Retirement Planning Inc. 1.29% Add +15.3% 39,378 $3.8M
Zhang Financial LLC 0.11% Reduce -7.0% 39,319 $3.8M
Kure Advisory, LLC 1.79% Add +6.1% 39,189 $3.8M
Group One Trading LLC 0.11% Reduce -50.6% 39,050 $3.8M
Praetorian Wealth Management, Inc. 0.65% Add +2.7% 38,950 $3.8M
South Dakota Investment Council 0.06% No change 38,780 $3.7M
Neuberger Berman Group LLC 0.00% Reduce -86.0% 38,603 $3.7M
Transcendent Capital Group LLC 1.44% Add +3.4% 38,454 $3.7M
Point72 Asset Management 0.01% New 38,396 $3.7M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -7.0% 38,192 $3.7M
Aspiriant, LLC 0.09% Add +2.8% 38,183 $3.7M
Prudent Man Advisors, LLC 0.84% Add +4.3% 38,160 $3.7M
River's Edge Wealth Management, LLC 3.23% Add +5.5% 37,571 $3.7M
Addison Capital Co 0.60% Add +1.1% 38,121 $3.7M
Frisco Financial Planning LLC 2.77% Reduce -0.6% 38,084 $3.7M
E&R Wealth Management, LLC 3.11% Add +10.1% 37,996 $3.7M
Wedbush Securities Inc. 0.09% Add +0.9% 37,624 $3.6M
Toronto Dominion Bank 0.01% New 37,265 $3.6M
FDx Advisors, Inc. 1.08% Reduce -3.5% 37,047 $3.6M
Susquehanna International Group, LLP 0.00% Reduce -73.2% 37,041 $3.6M
Blueprint Investment Partners LLC 0.30% Add +13.8% 37,001 $3.6M
RFG Advisory, LLC 0.06% Reduce -7.8% 36,967 $3.6M
Texas Yale Capital Corp. 0.08% Reduce -0.1% 36,955 $3.6M
Tranquilli Financial Advisor LLC 1.91% Reduce -4.7% 36,744 $3.5M
Independence Asset Advisors, LLC 0.92% Add +3.7% 36,716 $3.5M
Truepoint, Inc. 0.07% Reduce -0.1% 36,673 $3.5M
TMB Capital Partners, LLC 1.10% Add +5.2% 36,659 $3.5M
Waldron Private Wealth LLC 0.12% Add +4.6% 36,494 $3.5M
Exchange Traded Concepts, LLC 0.02% Reduce -68.2% 36,448 $3.5M
J.W. Cole Advisors, Inc. 0.06% New 36,222 $3.5M
Associated Banc-Corp 0.08% Reduce -6.3% 36,148 $3.5M
Manhattan West Asset Management, LLC 0.58% Add +9.1% 35,934 $3.5M
Blueprint Financial Advisors LLC 0.38% Add +11.6% 35,790 $3.5M
Plus Group Wealth Advisors LLC 3.24% Add +9.0% 35,770 $3.4M
Encompass Wealth Advisors, LLC 1.05% Reduce -1.1% 35,621 $3.4M
Global Retirement Partners, LLC 0.05% — 35,557 $3.4M
OneAscent Financial Services LLC 0.16% Add +4.0% 35,230 $3.4M
Soltis Investment Advisors LLC 0.20% Add +6.5% 35,091 $3.4M
Compound Planning, Inc. 0.09% Add +3.0% 35,017 $3.4M
GFS Advisors, LLC 0.36% Reduce -68.8% 1,235 $3.4M
Brighton Jones LLC 0.06% Add +2.1% 34,755 $3.4M
Cascade Financial Partners, LLC 0.29% Reduce -0.6% 34,731 $3.3M
Seamount Financial Group Inc. 1.35% Add +2.0% 34,714 $3.3M
Ami Investment Management Inc. 0.71% Add +6.2% 34,523 $3.3M
Pacific Center for Financial Services 0.74% Reduce -1.5% 34,513 $3.3M
Compass Ion Advisors, LLC 0.29% Reduce -2.6% 34,455 $3.3M
Canandaigua National Bank & Trust Co. 0.28% — 34,394 $3.3M
Obsido Oy 1.77% Add +1.5% 34,260 $3.3M
My Personal CFO, LLC 1.29% Add +0.1% 34,247 $3.3M
Oppenheimer Asset Management Inc. 0.03% Add +9.1% 34,178 $3.3M
Prosperity Bancshares Inc 2.15% Add +18.1% 34,160 $3.3M
Asset Advisory Group, Inc. 1.44% Add +7.1% 34,112 $3.3M
Two Sigma Securities, LLC 0.28% Add +41.4% 33,940 $3.3M
Destination Wealth Management 0.08% Reduce -0.1% 33,906 $3.3M
Frank, Rimerman Advisors LLC 0.19% No change 33,890 $3.3M
Vigilare Wealth Management 1.00% New 33,825 $3.3M
Fsa Wealth Partners, Inc. 0.82% Add +10.6% 33,815 $3.3M
Wealth Advisory Solutions, LLC 0.67% Add +19.8% 33,787 $3.3M
111 Capital 0.56% Reduce -32.1% 33,560 $3.2M
Symmetry Partners, LLC 0.17% Add +6.3% 33,558 $3.2M
Houlihan Financial Resource Group, Ltd. 1.15% Reduce -4.5% 33,493 $3.2M
Aureum Wealth Management, LLC 2.00% Add +13.2% 33,443 $3.2M
SMART Wealth LLC 0.69% Reduce -16.5% 33,365 $3.2M
Liberty Capital Management, Inc. 0.55% — 33,360 $3.2M
Cutler Investment Counsel LLC 0.30% Add +14.7% 33,322 $3.2M
Wedmont Private Capital 0.09% Reduce -16.7% 32,996 $3.2M
Index Fund Advisors, Inc. 0.13% Add +12.2% 33,232 $3.2M
Creekside Partners 1.16% Add +0.6% 33,208 $3.2M
Bleakley Financial Group, LLC 0.04% Reduce -9.9% 33,187 $3.2M
Asset Management Group, Inc. 0.47% Reduce -6.7% 33,017 $3.2M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -83.6% 33,009 $3.2M
Anchor Investment Management, LLC 0.24% Reduce -3.8% 32,878 $3.2M
Camelot Technology Advisors, Inc. 2.16% Add +39.2% 32,756 $3.2M
Mesirow Financial Investment Management, Inc. 0.05% Add +3.2% 32,754 $3.2M
Family Legacy, Inc. 0.83% Reduce -0.4% 32,422 $3.1M
Nest Investments, LLC 2.37% Add +1.9% 32,353 $3.1M
Pacific Capital Wealth Advisors, Inc. 0.47% Reduce -35.2% 32,209 $3.1M
NewEdge Wealth, LLC 0.03% Add +13.1% 32,155 $3.1M
Virtu Financial LLC 0.10% Reduce -48.5% 32,110 $3.1M
Apollon Wealth Management, LLC 0.04% Add +176.8% 32,050 $3.1M
Diversify Advisory Services, LLC 0.05% New 30,600 $3.1M
Diversify Wealth Management, LLC 0.05% Add +10.3% 30,600 $3.1M
Faithward Advisors, LLC 0.37% Add +134.3% 31,817 $3.1M
EP Wealth Advisors, LLC 0.01% Add +12.7% 31,771 $3.1M
Aspen Investment Management Inc 0.82% Add +48.2% 31,632 $3.0M
Webster Bank, N. A. 0.26% Reduce -4.1% 31,500 $3.0M
Infinity Wealth Counsel, LLC 2.44% Add +3.5% 31,310 $3.0M
Atlas Legacy Advisors, LLC 0.45% Add +0.0% 31,306 $3.0M
Impact Partnership Wealth, LLC 0.29% Reduce -31.1% 31,306 $3.0M
Sterling Financial Planning, Inc. 0.82% Reduce -2.2% 31,228 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -4.1% 30,485 $3.0M
Dynamic Advisor Solutions LLC 0.09% Reduce -3.6% 31,087 $3.0M
Cohen & Steers, Inc. 0.00% Reduce -49.5% 31,018 $3.0M
Perigon Wealth Management, LLC 0.05% Reduce -3.0% 30,858 $3.0M
Pinnacle Financial Group, LLC / IL 0.73% Add +1.1% 30,818 $3.0M
Lynx Investment Advisory 0.97% Add +1247.7% 30,728 $3.0M
ArchPoint Investors 0.62% Reduce -10.6% 30,522 $2.9M
LBJ Family Wealth Advisors, Ltd. 1.49% Add +0.0% 29,870 $2.9M
One Day In July LLC 0.20% Reduce -10.9% 30,325 $2.9M
Regatta Capital Group, LLC 0.39% Add +3.9% 29,832 $2.9M
Boston Family Office LLC 0.17% Add +3.8% 29,824 $2.9M
Unison Advisors LLC 0.20% Add +3.3% 29,806 $2.9M
Courier Capital LLC 0.14% Add +2.4% 29,671 $2.9M
Broadview Financial Management, LLC 1.74% Add +0.2% 29,528 $2.8M
Clark Capital Management Group, Inc. 0.02% New 29,500 $2.8M
Park Avenue Securities LLC 0.02% Add +12.9% 29,367 $2.8M
Root Financial Partners, LLC 0.11% Reduce -5.6% 29,328 $2.8M
Novem Group 0.28% Add +3.5% 29,149 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +1.6% 28,500 $2.8M
Richmond Brothers, Inc. 1.44% Reduce -58.6% 28,796 $2.8M
Carter Financial, LLC 2.08% Reduce -7.8% 28,749 $2.8M
Vermillion Wealth Management, Inc. 0.66% Add +14.5% 28,645 $2.8M
BTC Capital Management, Inc. 0.17% No change 28,609 $2.8M
B. Riley Wealth Advisors, Inc. 0.15% Add +6.2% 28,081 $2.8M
Westwind Capital 0.65% Add +2.9% 28,560 $2.8M
Frankly Finances, LLC 2.17% Add +13.7% 28,518 $2.7M
Harbour Investments, Inc. 0.04% Add +2.9% 28,418 $2.7M
Axos Invest Inc. 2.00% Reduce -2.8% 28,357 $2.7M
Sterling Wealth Management, Inc. 0.68% Reduce -12.1% 28,327 $2.7M
Continuum Advisory, LLC 0.22% Add +5.0% 28,218 $2.7M
Retirement Planning Group, LLC 0.07% Reduce -11.3% 28,170 $2.7M
Arete Wealth Advisors, LLC 0.18% Add +1.9% 28,080 $2.7M
Clayton Financial Group LLC 1.49% Reduce -0.7% 27,953 $2.7M
AQR Capital Management 0.00% Add +13.3% 27,920 $2.7M
Capital Group Private Client Services, Inc. 0.04% Reduce -0.5% 27,851 $2.7M
Clarity Capital Advisors, LLC 1.12% Reduce -17.6% 27,770 $2.7M
Hardin Capital Partners, LLC 1.24% Add +6.6% 27,441 $2.7M
YANKCOM Partnership 0.95% Add +11.0% 27,417 $2.6M
Talon Private Wealth, LLC 0.31% Add +16.8% 27,226 $2.6M
Warwick Investment Management, Inc. 0.29% Reduce -33.1% 27,207 $2.6M
Scott & Selber, Inc. 0.55% No change 26,948 $2.6M
Pinnacle Associates Ltd. 0.03% Reduce -2.7% 26,887 $2.6M
Private Advisory Group LLC 0.14% Add +16.4% 26,854 $2.6M
Keybank National Association 0.01% Add +4.5% 26,844 $2.6M
Compass Financial Management LLC 0.32% — 26,536 $2.6M
Fund Evaluation Group, LLC 0.07% Add +79.2% 26,637 $2.6M
Mascoma Wealth Management LLC 0.47% Add +9.4% 26,330 $2.5M
First Citizens Bank & Trust Co. 0.04% Reduce -14.5% 26,273 $2.5M
Waters Parkerson & Co., LLC 0.12% Add +0.4% 26,255 $2.5M
Peddock Capital Advisors, LLC 0.50% Add +24.0% 26,230 $2.5M
Cahill Financial Advisors Inc. 0.24% Reduce -4.4% 25,939 $2.5M
Johnson Investment Counsel Inc. 0.02% Add +20.9% 25,919 $2.5M
Savvy Advisors, Inc. 0.05% Reduce -6.0% 25,838 $2.5M
Flagship Harbor Advisors, LLC 0.09% Reduce -0.5% 25,713 $2.5M
Rialto Wealth Management, LLC 0.49% Reduce -6.5% 25,505 $2.5M
Moneco Advisors, LLC 0.15% Reduce -1.7% 25,376 $2.4M
Manning & Napier Advisors LLC 0.03% Add +1.2% 24,866 $2.4M
Daymark Wealth Partners, LLC 0.06% New 25,279 $2.4M
Capital Management Associates, Inc 0.49% No change 25,257 $2.4M
Geneos Wealth Management Inc. 0.05% Reduce -33.0% 25,250 $2.4M
Old Second National Bank of Aurora 0.46% Reduce -6.0% 25,173 $2.4M
Pioneer Wealth Management Group 0.59% Add +4.5% 25,154 $2.4M
Signature Estate & Investment Advisors LLC 0.04% Reduce -5.9% 25,115 $2.4M
Stelac Advisory Services LLC 0.45% Add +1.0% 25,100 $2.4M
Southern Capital Services Inc. 1.34% Add +3.7% 24,846 $2.4M
Marble Harbor Investment Counsel, LLC 0.24% Reduce -1.0% 24,775 $2.4M
Ieq Capital, LLC 0.01% Add +45.7% 24,751 $2.4M
Prime Buchholz LLC 0.86% Add +12.1% 24,676 $2.4M
St Germain D J Co. Inc. 0.09% Add +2.9% 24,660 $2.4M
One Capital Management, LLC 0.07% No change 26,785 $2.4M
OneDigital Investment Advisors LLC 0.02% Add +3.5% 24,630 $2.4M
Composition Wealth, LLC 0.03% Reduce -21.3% 24,529 $2.4M
Shepherd Kaplan Krochuk, LLC 1.88% Reduce -0.7% 24,511 $2.4M
Bessemer Group Inc. 0.00% Reduce -5.8% 24,413 $2.4M
Lester Murray Antman dba SimplyRich 0.55% Add +448.8% 82,768 $2.4M
WBH Advisory Inc. 0.16% Reduce -2.6% 24,407 $2.4M
Rwa Wealth Partners, LLC 0.02% Reduce -1.7% 24,331 $2.3M
First PREMIER Bank 0.38% Add +5.9% 24,122 $2.3M
Ascent Wealth Partners, LLC 0.23% Add +1.4% 24,018 $2.3M
Titleist Asset Management, LLC 0.16% Add +4.1% 24,010 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -16.4% 23,908 $2.3M
Colorado Capital Management, Inc. 0.79% Reduce -9.0% 23,884 $2.3M
Nikulski Financial, Inc. 0.49% Add +2.2% 23,746 $2.3M
Montag A & Associates Inc. 0.10% Add +0.0% 23,710 $2.3M
Bellwether Advisors, LLC 0.34% New 23,453 $2.3M
Consilium Wealth Advisory, LLC 0.67% New 23,406 $2.3M
Carnegie Investment Counsel 0.04% Reduce -8.7% 23,222 $2.2M
Beirne Wealth Consulting Services, LLC 0.44% Add +1.2% 23,072 $2.2M
Investment Advisory Group, LLC 0.48% Add +2.0% 23,078 $2.2M
Retirement Planning Co of New England, Inc. 0.80% Reduce -1.6% 23,051 $2.2M
VERITY Wealth Advisors 1.34% Add +0.8% 23,020 $2.2M
Johnson Wealth Management, LLC 0.93% Reduce -18.5% 22,815 $2.2M
Family CFO Inc 0.84% Add +0.3% 22,729 $2.2M
Financial Management Network Inc. 0.31% Add +3.8% 21,782 $2.2M
Value Investment Professionals, LLC 1.83% New 22,550 $2.2M
Quadrant Capital Group LLC 0.06% Add +2.3% 22,442 $2.2M
TD Private Client Wealth LLC 0.04% Add +1.1% 22,287 $2.1M
Sherman Asset Management, Inc. 1.66% Reduce -12.5% 22,209 $2.1M
Rockland Trust Co. 0.08% Reduce -2.3% 22,032 $2.1M
Silverlake Wealth Management LLC 0.40% Add +0.1% 21,892 $2.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.40% Add +5.1% 21,795 $2.1M
Narwhal Capital Management 0.14% Add +353.1% 21,665 $2.1M
Hutchens & Kramer Investment Management Group, LLC 0.56% Add +5.6% 21,624 $2.1M
Hansen & Associates Financial Group, Inc. 1.19% Reduce -1.8% 21,413 $2.1M
Inman Jager Wealth Management, LLC 1.10% Add +1.3% 21,508 $2.1M
Sax Wealth Advisors, LLC 0.08% Add +25.8% 23,299 $2.1M
Brooklyn FI, LLC 0.38% Add +8.0% 20,843 $2.1M
Dunhill Financial, LLC 0.42% Add +15.2% 21,320 $2.1M
Roundview Capital LLC 0.11% Add +7.6% 21,361 $2.1M
GC Wealth Management RIA, LLC 0.12% Add +3.2% 21,326 $2.1M
Montecito Bank & Trust 0.31% Add +4.9% 21,294 $2.1M
D.A. Davidson & Co. 0.01% Reduce -0.8% 21,225 $2.0M
Dakota Wealth Management 0.04% Reduce -15.5% 21,215 $2.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.2% 21,143 $2.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% New 21,000 $2.0M
Hall Capital Management Co. Inc. 0.63% Add +3.6% 20,987 $2.0M
CGN Advisors LLC 0.15% Reduce -2.4% 20,902 $2.0M
First National Bank of Omaha 0.06% Reduce -9.9% 20,692 $2.0M
Sound Income Strategies, LLC 0.09% Reduce -2.3% 20,669 $2.0M
Five Pine Wealth Management 1.13% Add +6.7% 20,633 $2.0M
Foundation Wealth Management, LLC\PA 0.60% Reduce -22.8% 20,559 $2.0M
BKM Wealth Management, LLC 0.70% Reduce -13.1% 20,528 $2.0M
Orion Capital Management LLC 0.61% Add +3.4% 20,524 $2.0M
Investment Partners, LTD. 0.62% Add +0.0% 20,471 $2.0M
Verition Fund Management LLC 0.02% New 20,434 $2.0M
AdvisorNet Financial, Inc 0.09% Reduce -0.6% 20,257 $2.0M
Centaurus Financial, Inc. 0.08% Reduce -5.2% 20,240 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +1.5% 20,118 $1.9M
Smithfield Trust Co 0.08% Reduce -2.4% 19,929 $1.9M
Petix & Botte Co 0.39% Add +74.0% 19,940 $1.9M
Strategic Wealth Advisors LLC 1.64% Reduce -1.1% 21,697 $1.9M
Opus Financial Solutions LLC 1.55% Add +1.2% 19,892 $1.9M
Samalin Investment Counsel, LLC 0.61% Add +3.1% 19,828 $1.9M
Great Valley Advisor Group, Inc. 0.03% Add +3.0% 19,701 $1.9M
Field & Main Bank 0.39% Add +2.6% 19,524 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.5% 19,479 $1.9M
Equitable Holdings, Inc. 0.01% Add +6.7% 19,284 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 19,259 $1.9M
Gradient Capital Advisors, LLC 0.43% Add +0.1% 19,152 $1.8M
Natixis Advisors, LLC 0.00% Add +26.6% 18,950 $1.8M
Simplicity Wealth,LLC 0.06% Add +280.8% 18,944 $1.8M
Palisades Hudson Asset Management, L.P. 0.63% Reduce -0.5% 18,782 $1.8M
Simmons Bank 0.10% Reduce -0.5% 18,711 $1.8M
Penobscot Wealth Management 0.48% Add +3.3% 18,696 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.7% 18,613 $1.8M
Jacobi Capital Management LLC 0.09% Reduce -0.1% 18,427 $1.8M
Cedar Point Capital Partners, LLC 1.02% Add +17.2% 18,379 $1.8M
Tiaa Trust, National Association 0.10% Add +6.1% 18,298 $1.8M
Medallion Wealth Advisors, LLC 0.55% Add +5.8% 18,115 $1.7M
Sylvest Advisors, LLC 0.79% Add +5.8% 18,074 $1.7M
Epiq Partners, LLC 0.76% Add +4.8% 18,058 $1.7M
Graetz Wealth LLC 1.38% Add +6.7% 18,004 $1.7M
Kelleher Financial Advisors 0.25% Add +125.7% 17,979 $1.7M
Ifrah Financial Services, Inc. 0.42% Reduce -0.2% 17,940 $1.7M
Prospect Financial Group LLC 1.39% Add +0.2% 17,928 $1.7M
Parsons Capital Management Inc. 0.08% Add +2.2% 17,864 $1.7M
Ti-Trust, Inc. 0.93% Add +3.0% 17,852 $1.7M
Garner Asset Management Corp 0.56% Add +10.2% 17,831 $1.7M
Maryland Capital Advisors Inc. 0.55% — 17,685 $1.7M
Alpine Bank Wealth Management 0.22% Reduce -1.8% 17,650 $1.7M
Focus Financial Network, Inc. 0.05% Reduce -2.0% 17,643 $1.7M
Elevation Point Wealth Partners, LLC 0.03% Add +16.7% 17,600 $1.7M
North Star Investment Management Corp. 0.09% Add +0.3% 17,504 $1.7M
Tortoise Investment Management, LLC 0.13% Add +1.5% 17,474 $1.7M
Kirtland Hills Capital Management, LLC 0.48% Reduce -0.0% 17,470 $1.7M
Western Wealth Management, LLC 0.06% Reduce -12.3% 17,421 $1.7M
QRG Capital Management, Inc. 0.01% Add +521.5% 17,403 $1.7M
Waller Financial Planning Group, Inc. 0.35% Reduce -25.9% 17,388 $1.7M
Mount Lucas Management LP 0.60% Add +132.5% 17,385 $1.7M
Financial Solutions Advisory Group, Inc. 0.21% Reduce -3.1% 17,234 $1.7M
Novak & Powell Financial Services, Inc. 0.79% Add +0.4% 17,316 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -15.7% 17,305 $1.7M
Etesian Wealth Advisors, Inc. 0.49% Reduce -10.4% 17,291 $1.7M
Verde Capital Management 0.31% Add +3.2% 17,282 $1.7M
CWA Asset Management Group, LLC 0.05% Reduce -12.3% 17,275 $1.7M
Lanark Financial, Inc. 0.11% Add +3.8% 17,220 $1.7M
Slow Capital, Inc. 0.19% Add +0.2% 17,190 $1.7M
Insigneo Advisory Services, LLC 0.06% Add +2.4% 17,121 $1.7M
Sierra Capital LLC 0.16% Add +0.0% 17,114 $1.7M
Breakwater Investment Management 0.56% Reduce -5.5% 17,017 $1.6M
Noble Wealth Management PBC 0.75% Reduce -9.9% 17,009 $1.6M
Aptus Capital Advisors, LLC 0.01% Add +0.8% 16,977 $1.6M
NBT Bank, N.A. 0.11% Reduce -6.3% 16,897 $1.6M
Joel Isaacson & Co., LLC 0.05% Add +1.3% 16,843 $1.6M
Cooke Wealth Management, LLC 1.33% Add +0.3% 16,804 $1.6M
Newport Capital Group, LLC 0.91% Add +16.2% 16,794 $1.6M
Waterford Advisors, LLC 0.44% Add +0.0% 16,744 $1.6M
1834 Investment Advisors Co. 0.18% No change 16,723 $1.6M
Aquire Wealth Advisors, LLC 0.37% Add +0.7% 16,722 $1.6M
Gryphon Financial Partners LLC 0.14% No change 16,656 $1.6M
Founders Grove Wealth Partners, LLC 0.32% Reduce -2.9% 16,640 $1.6M
Leavell Investment Management, Inc. 0.06% Reduce -0.1% 16,608 $1.6M
First Nebraska Trust Co 0.13% Add +2.3% 16,550 $1.6M
Covenant Asset Management, LLC 0.28% Reduce -11.2% 16,526 $1.6M
Choate Investment Advisors 0.03% No change 16,519 $1.6M
Sepio Capital, LP 0.08% Reduce -20.5% 16,499 $1.6M
First Financial Bank - Trust Division 0.11% Reduce -3.9% 16,389 $1.6M
Rockbridge Investment Management, LCC 0.13% Reduce -0.7% 16,371 $1.6M
GLOBALT Investments LLC / GA 0.05% Reduce -2.4% 16,350 $1.6M
Nations Financial Group Inc, /Ia/ 0.08% Add +3.0% 16,298 $1.6M
Regions Financial Corp. 0.01% Reduce -17.3% 16,295 $1.6M
Lutz Financial Services LLC 0.10% Add +0.0% 16,270 $1.6M
Prospera Financial Services Inc 0.02% Add +5.7% 16,214 $1.6M
Austin Wealth Management, LLC 0.33% Reduce -0.3% 15,646 $1.6M
FAS Wealth Partners, Inc. 0.08% Add +138.3% 16,121 $1.6M
MetLife Investment Management, LLC 0.01% Add +33.1% 16,100 $1.6M
William Howard & Co Financial Advisors Inc 1.20% Reduce -0.1% 16,038 $1.5M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +5.3% 15,803 $1.5M
Rothschild Investment LLC 0.06% Add +1.3% 15,799 $1.5M
North Berkeley Wealth Management, LLC 0.61% Reduce -2.9% 15,721 $1.5M
Eclectic Associates Inc. 0.17% Reduce -1.8% 15,709 $1.5M
Ritholtz Wealth Management 0.02% Add +3.0% 15,710 $1.5M
Qube Research & Technologies Ltd 0.00% New 15,650 $1.5M
Yakira Capital Management, Inc. 0.45% New 15,598 $1.5M
Hershey Financial Advisers, LLC 1.08% Reduce -6.9% 15,526 $1.5M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -9.3% 15,506 $1.5M
Bramshill Investments, LLC 0.11% Add +72.2% 15,500 $1.5M
One Wealth Map LLC 0.70% Add +2.8% 14,842 $1.5M
Principal Securities, Inc. 0.02% Add +39.3% 15,450 $1.5M
Retirement Financial Solutions, LLC 0.36% Reduce -7.8% 15,263 $1.5M
Burton Enright Welch 0.17% Reduce -9.5% 15,157 $1.5M
Flagstar Securities, Inc. 0.44% Reduce -3.9% 15,133 $1.5M
Wesbanco Bank Inc. 0.04% Add +14.7% 15,102 $1.5M
Kovack Advisors, Inc. 0.07% Add +2.7% 15,001 $1.5M
First Horizon Corp. 0.06% Add +31.4% 15,048 $1.5M
Cornerstone Wealth Management, LLC 0.06% Reduce -3.3% 14,966 $1.4M
Hanover Advisors Inc. 0.52% Add +1.6% 14,861 $1.4M
Snowden Capital Advisors LLC 0.03% Reduce -0.7% 14,849 $1.4M
Shepherd Financial Partners LLC 0.12% Reduce -25.0% 14,799 $1.4M
First National Bank & Trust Co. of Newtown 0.29% Reduce -9.7% 14,389 $1.4M
Briggs Wealth Management, Inc 1.30% Reduce -2.6% 14,729 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +0.1% 14,512 $1.4M
Xcelsior Advisor Partners LLC 0.18% Add +28.8% 14,522 $1.4M
Kassira Wealth Management LLC 1.12% Add +5.5% 14,412 $1.4M
Highland Capital Management, LLC 0.06% Reduce -2.4% 14,383 $1.4M
Jim Saulnier & Associates, LLC 0.56% Add +62.5% 14,374 $1.4M
GTS Securities LLC 0.03% Reduce -94.3% 14,373 $1.4M
Farnam Financial LLC 1.01% New 14,295 $1.4M
IFP Advisors, Inc 0.02% Add +36.5% 14,282 $1.4M
Hengehold Capital Management LLC 0.11% Reduce -0.0% 14,225 $1.4M
Cambria Investment Management, L.P. 0.07% Add +7.0% 14,156 $1.4M
Westside Investment Management, Inc. 0.18% Add +0.8% 14,153 $1.4M
Roof Eidam Maycock Peralta, LLC 0.27% Add +0.0% 14,099 $1.4M
Walkner Condon Financial Advisors LLC 0.16% Reduce -1.6% 14,105 $1.4M
Howard Wealth Management, LLC 0.50% Reduce -0.5% 14,056 $1.4M
Integrity Wealth Solutions LLC 0.50% Add +6.3% 14,024 $1.4M
North Dallas Bank & Trust Co. 0.80% Add +1.4% 14,015 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -50.1% 14,008 $1.4M
Rossmore Private Capital 0.11% Reduce -4.1% 13,979 $1.3M
IFG Advisory, LLC 0.05% New 13,927 $1.3M
Hudson Oak Wealth Advisory LLC 1.03% Add +5.3% 13,888 $1.3M
Plimoth Trust Co. LLC 0.27% Reduce -5.9% 13,870 $1.3M
Vernal Point Advisors, LLC 0.45% No change 13,805 $1.3M
Sweeney & Michel, LLC 0.35% Add +0.9% 13,515 $1.3M
Sovran Advisors, LLC 0.10% Add +0.1% 13,177 $1.3M
Sincerus Advisory, LLC 0.90% Add +1.2% 13,755 $1.3M
River Street Advisors LLC 0.39% Reduce -10.5% 13,753 $1.3M
Integris Wealth Management, LLC 0.27% Reduce -5.4% 13,740 $1.3M
American Financial & Tax Strategies Inc. 0.60% No change 13,701 $1.3M
Visionary Wealth Advisors 0.05% Add +5.8% 13,632 $1.3M
Woodward Financial Advisors, Inc. 0.44% — 13,626 $1.3M
Marquette Associates, Inc. 0.95% Reduce -13.3% 13,579 $1.3M
Argent Trust Co 0.04% Reduce -7.3% 13,570 $1.3M
Level Four Advisory Services, LLC 0.04% Add +4.7% 13,476 $1.3M
DT Investment Partners, LLC 0.10% Reduce -3.0% 13,416 $1.3M
Physician Wealth Advisors, Inc. 0.15% Reduce -3.0% 13,409 $1.3M
Texas Bank & Trust Co 0.42% Reduce -1.9% 13,358 $1.3M
Rathbones Group PLC 0.00% Reduce -83.6% 13,333 $1.3M
Acropolis Investment Management, LLC 0.05% No change 13,298 $1.3M
Dopkins Wealth Management, LLC 0.46% Reduce -1.2% 13,214 $1.3M
Endowment Wealth Management, Inc. 0.49% Add +1.2% 13,199 $1.3M
Institute for Wealth Management, LLC. 0.11% Reduce -26.4% 13,176 $1.3M
Red Reef Advisors LLC 1.17% Reduce -0.6% 13,137 $1.3M
Blue Trust, Inc. 0.01% Reduce -29.0% 13,117 $1.3M
Kingswood Wealth Advisors, LLC 0.05% Add +9.3% 13,008 $1.3M
Global Endowment Management, LP 0.13% Reduce -59.3% 13,000 $1.3M
Warner Financial, Inc. 0.37% Add +4.6% 12,993 $1.3M
Laurel Oak Wealth Management, LLC 0.18% Reduce -0.2% 12,943 $1.2M
Beaumont Financial Advisors, LLC 0.08% No change 12,895 $1.2M
Trustmark Bank Trust Department 0.07% Reduce -4.1% 12,888 $1.2M
Vanguard National Trust Co 0.07% Reduce -6.2% 12,836 $1.2M
First Merchants Corp. 0.04% Add +4.3% 12,727 $1.2M
Mystic Asset Management, Inc. 0.26% Reduce -15.0% 12,714 $1.2M
Quadrature Capital Ltd 0.01% New 12,665 $1.2M
General Partner, Inc. 0.66% No change 12,632 $1.2M
Almanack Investment Partners, LLC. 0.15% Add +7.9% 12,544 $1.2M
Upper Left Wealth Management, LLC 0.67% Add +29.5% 12,521 $1.2M
Trinity Legacy Partners, LLC 0.24% Reduce -0.1% 12,006 $1.2M
Simon Quick Advisors, LLC 0.05% Add +23.6% 12,449 $1.2M
UNIVEST FINANCIAL Corp 0.06% Reduce -12.8% 12,447 $1.2M
Sentinel Pension Advisors, LLC 0.16% No change 11,999 $1.2M
Patton Albertson Miller Group, LLC 0.12% No change 12,429 $1.2M
KMG Fiduciary Partners, LLC 0.11% Add +1.7% 12,425 $1.2M
New Hampshire Trust 0.22% Reduce -88.5% 12,331 $1.2M
Donalies Financial Planning, LLC 0.88% Reduce -4.0% 12,319 $1.2M
Precision Wealth Strategies, LLC 0.36% Add +3.7% 12,304 $1.2M
Larson Financial Group LLC 0.03% Reduce -7.3% 12,304 $1.2M
Meramec Financial Planners, LLC 0.43% Add +1.6% 11,796 $1.2M
Arkansas Financial Group, Inc. 0.15% Reduce -1.0% 12,288 $1.2M
South Plains Financial, Inc. 0.64% Reduce -32.1% 12,270 $1.2M
RTD Financial Advisors, Inc. 0.13% Reduce -4.3% 12,254 $1.2M
Beaird Harris Wealth Management, LLC 0.07% Reduce -7.6% 12,250 $1.2M
S.A. Mason LLC 0.36% Add +73.0% 12,200 $1.2M
IMA Advisory Services, Inc. 0.07% Add +8827.2% 12,141 $1.2M
Wealth Dimensions Group, Ltd. 0.21% Reduce -0.0% 12,137 $1.2M
WASHINGTON TRUST Co 0.04% Add +13.1% 12,066 $1.2M
Curio Wealth, LLC 0.36% Add +4.2% 11,923 $1.1M
Main Street Financial Solutions, LLC 0.07% Add +0.9% 11,894 $1.1M
Parkside Financial Bank & Trust 0.08% Add +2.3% 11,886 $1.1M
Telos Capital Management, Inc. 0.10% Reduce -11.2% 11,871 $1.1M
CVA Family Office, LLC 0.10% Reduce -0.8% 11,800 $1.1M
Nordwand Advisors, LLC 0.17% Reduce -11.4% 11,793 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -21.1% 11,777 $1.1M
O'ROURKE & COMPANY, Inc 0.39% Add +7.8% 11,717 $1.1M
Curran Financial Partners, LLC 0.17% Reduce -0.6% 11,710 $1.1M
CRA Financial Services, LLC 0.13% Add +1.5% 11,698 $1.1M
Madden Advisory Services, Inc. 0.40% Reduce -1.1% 11,696 $1.1M
Stokes Family Office, LLC 0.13% Reduce -11.9% 11,692 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -3.1% 11,689 $1.1M
Causey Wealth LLC 0.44% Reduce -0.6% 11,682 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.11% Add +0.2% 11,657 $1.1M
Winthrop Partners - WNY, LLC 0.55% Add +2.3% 11,616 $1.1M
Windsor Capital Management, LLC 0.29% Reduce -2.6% 11,573 $1.1M
DBK Financial Counsel, LLC 0.94% Reduce -12.3% 11,559 $1.1M
Robinson Value Management, Ltd. 0.59% Reduce -7.8% 11,511 $1.1M
Peoples Financial Services Corp. 0.48% Add +1.7% 11,508 $1.1M
Maseco LLP 0.03% Add +0.1% 11,450 $1.1M
Sargent Investment Group, LLC 0.13% Add +5.7% 11,440 $1.1M
Brio Consultants, LLC 0.13% Add +1.9% 11,438 $1.1M
Ellis Investment Partners, LLC 0.17% Add +0.0% 11,387 $1.1M
Livet Wealth, LLC 0.63% Reduce -0.5% 11,384 $1.1M
L.K. Benson & Company, P.C. 0.33% Reduce -1.6% 11,348 $1.1M
Willis Johnson & Associates, Inc. 0.06% Reduce -9.5% 11,281 $1.1M
American Financial Advisors, LLC 0.13% Reduce -0.9% 11,255 $1.1M
Emerald Investment Advisers, LLC 0.07% No change 11,239 $1.1M
American Trust 0.08% Add +9.5% 11,237 $1.1M
AMG National Trust Bank 0.02% Add +19.9% 11,209 $1.1M
DV Trading LLC 0.09% Add +22.7% 11,193 $1.1M
Martel Wealth Advisors LLC 0.17% Add +4.9% 11,089 $1.1M
Crews Bank & Trust 0.14% Reduce -0.6% 11,021 $1.1M
Foster Group, Inc. 0.03% Add +3.7% 11,014 $1.1M
Sowell Financial Services LLC 0.03% Add +2.2% 10,938 $1.1M
Andrews Advisory Associates, LLC 0.51% Reduce -24.8% 10,928 $1.1M
Flputnam Investment Management Co. 0.01% Reduce -1.2% 10,927 $1.1M
Koshinski Asset Management, Inc. 0.06% Reduce -2.3% 8,281 $1.0M
Nestegg Advisors, Inc. 0.74% Add +0.5% 10,842 $1.0M
Werba Rubin Papier Wealth Management 0.12% Add +11.5% 10,656 $1.0M
Invesco Ltd. 0.00% Add +2.0% 10,568 $1.0M
Mission Financial Group, LLC 0.84% — 10,537 $1.0M
Trust Co 0.09% Add +3.4% 10,478 $1.0M
Magnus Financial Group LLC 0.07% Reduce -12.9% 10,462 $1.0M
Nicolet Bankshares Inc. 0.03% Reduce -3.7% 10,367 $1.0M
NWF Advisory Services Inc. 0.09% Add +0.1% 10,431 $1.0M
Independence Bank of Kentucky 0.11% Reduce -10.3% 10,426 $1.0M
Bouchey Financial Group, Ltd. 0.06% No change 10,425 $1.0M
Orcam Financial Group 0.49% New 10,413 $1.0M
Thompson Siegel & Walmsley LLC 0.02% Add +13.3% 10,392 $1.0M
SageView Advisory Group, LLC 0.03% Reduce -7.4% 10,370 $1000K
Genesis Financial Group, LLC 0.65% Add +2.2% 10,321 $995K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -6.1% 10,300 $993K
Woodward Diversified Capital, LLC 0.44% Reduce -11.7% 10,279 $991K
Bank Ozk 0.29% Reduce -0.4% 10,256 $989K
Apeiron RIA LLC 0.25% Add +4.5% 10,231 $987K
Mustard Seed Financial, LLC 0.51% Reduce -0.4% 10,230 $986K
Bragg Financial Advisors, Inc 0.03% Reduce -10.8% 10,179 $982K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -19.7% 10,134 $977K
Tudor Investment Corporation 0.00% New 10,092 $973K
BBR Partners, LLC 0.05% New 10,053 $969K
Sunpointe, LLC 0.28% Add +24.1% 10,044 $969K
SlateStone Wealth, LLC 0.07% Add +5.2% 10,052 $969K
Piedmont Capital Management, LLC 0.49% Reduce -3.0% 9,934 $966K
Pallas Capital Advisors LLC 0.03% Reduce -12.9% 9,984 $963K
Newman Dignan & Sheerar, Inc. 0.18% Reduce -3.1% 9,976 $962K
Baker Ellis Asset Management LLC 0.10% Add +1.0% 9,957 $960K
FSM Wealth Advisors, LLC 0.10% Add +1.8% 9,909 $956K
Matrix Private Capital Group LLC 0.41% Reduce -3.3% 9,863 $951K
Capital Analysts, LLC 0.02% Reduce -3.8% 9,850 $950K
Oakmont Advisory Group, LLC 0.80% Add +3.5% 9,850 $950K
Comprehensive Money Management Services LLC 0.60% Reduce -0.5% 9,846 $949K
Armbruster Capital Management, Inc. 0.14% Add +3.6% 9,826 $948K
Sentinel Wealth Management, Inc. 0.67% No change 9,794 $944K
Reality Financial Planning Services, LLC 0.91% Reduce -10.4% 9,781 $943K
Chesapeake Wealth Management 0.26% Reduce -0.2% 9,742 $939K
Intellectus Partners, LLC 0.16% No change 9,725 $938K
Mayflower Financial Advisors, LLC 0.08% Add +1.7% 9,666 $932K
Bedel Financial Consulting, Inc. 0.09% Add +3.1% 9,640 $930K
Curbstone Financial Management Corp 0.16% Reduce -2.0% 9,614 $927K
Invictus Private Wealth, LLC 0.05% Add +59.6% 9,598 $926K
Mayport, LLC 0.14% Add +0.2% 9,588 $925K
Great Hill Capital LLC 0.45% Reduce -5.4% 9,584 $924K
Ruedi Wealth Management, Inc. 0.22% Add +0.4% 9,579 $924K
Uptown Financial Advisors LLC 0.67% Add +1.1% 9,499 $916K
Bucket List Wealth Management, LLC 0.45% Add +0.1% 9,480 $914K
MJT & Associates Financial Advisory Group, Inc. 0.60% Add +60.8% 9,479 $914K
Powerhouse Assets LLC 0.74% Reduce -10.4% 9,443 $911K
Curi Capital, LLC 0.01% Add +48.3% 9,359 $903K
Old National Bancorp 0.02% Reduce -3.8% 9,352 $902K
Westfuller Advisors, LLC 0.33% Reduce -2.5% 9,339 $901K
Allegiance Financial Group Advisory Services LLC 0.16% Reduce -2.7% 9,304 $897K
Wiser Advisor Group LLC 0.98% Reduce -0.1% 9,301 $897K
Foundations Investment Advisors, LLC 0.01% Add +58.6% 9,280 $895K
LYNX Capital Group Ltd. 0.36% No change 9,236 $891K
Clark Asset Management, LLC 0.07% Add +114.2% 9,231 $890K
Strategic Blueprint, LLC 0.04% Reduce -0.6% 9,227 $890K
Facet Wealth, Inc. 0.01% Reduce -32.3% 9,205 $888K
Financial Perspectives, Inc 0.22% Add +0.0% 9,171 $884K
Pinnacle Bancorp, Inc. 0.23% Add +2.3% 9,160 $883K
Forum Financial Management, LP 0.01% Reduce -11.2% 9,137 $881K
Quarry LP 0.14% New 9,130 $880K
Stablepoint Partners, LLC 0.12% Add +4.4% 9,120 $879K
Raab & Moskowitz Asset Management LLC 0.18% Add +6.0% 9,101 $878K
Gladstone Institutional Advisory LLC 0.03% Add +19.4% 9,031 $871K
City Holding Co. 0.10% Reduce -36.9% 9,024 $870K
Florida Trust Wealth Management Co 0.02% Reduce -5.9% 8,879 $856K
Northwest Wealth Management, LLC 0.11% Reduce -1.0% 8,825 $851K
New Republic Capital, LLC 0.20% Add +2.6% 8,812 $850K
Atlantic Union Bankshares Corp 0.01% Add +1.4% 8,788 $847K
Ausdal Financial Partners, Inc. 0.03% Reduce -4.2% 8,761 $845K
Summit Wealth Group LLC / Co. 0.07% Add +1.7% 8,756 $844K
Private Trust Co. NA 0.07% Reduce -8.4% 8,729 $842K
Trust Co. of Vermont 0.03% — 8,725 $841K
Motco 0.07% Add +3.3% 8,706 $840K
Avidian Wealth Enterprises, LLC 0.02% Add +43.5% 8,656 $835K
Croban 0.37% Reduce -77.1% 8,627 $832K
JFS Wealth Advisors, LLC 0.04% Add +1.0% 8,600 $829K
Franklin, Parlapiano, Turner & Welch, LLC 0.19% No change 8,595 $829K
TPG Advisors LLC 0.45% Reduce -20.6% 8,583 $828K
TD Waterhouse Canada Inc. 0.00% Add +1.7% 8,525 $825K
Richardson Financial Services Inc. 0.47% Reduce -2.8% 8,535 $823K
Outlook Wealth Advisors, LLC 0.18% Reduce -1.0% 8,483 $818K
Robertson Stephens Wealth Management, LLC 0.02% Add +48.5% 8,453 $815K
King Luther Capital Management Corp. 0.00% Add +0.3% 8,443 $814K
Hirtle & Co., LLC 0.03% Add +13.0% 8,429 $813K
Daybright Advisory Services, Inc. 0.19% Add +7.8% 8,199 $811K
PFG Investments, LLC 0.03% Reduce -4.9% 8,385 $809K
United Community Bank 0.25% Reduce -1.8% 8,313 $802K
BIP Wealth, LLC 0.02% Add +13.9% 8,309 $801K
Fingerlakes Wealth Management, Inc. 0.43% Add +0.5% 8,292 $800K
Clifford Group, LLC 0.55% Reduce -9.7% 8,254 $796K
Talisman Wealth Advisors LLC 0.59% New 9,212 $794K
Mason Investment Advisory Services, Inc. 0.03% Add +0.6% 8,194 $790K
Godshalk Welsh Capital Management, Inc. 0.43% Add +1.2% 8,185 $789K
Hyundai Investments Co., Ltd. 0.85% Reduce -31.0% 8,033 $788K
Stock Yards Bank & Trust Co. 0.02% Reduce -14.8% 8,176 $788K
Wealthspire Retirement, LLC 0.04% Add +2.1% 8,156 $786K
Tocqueville Asset Management L.P. 0.01% Add +1.6% 8,147 $786K
Centennial Bank 0.25% Reduce -49.3% 8,129 $784K
KPP Advisory Services LLC 0.10% No change 8,128 $784K
Lantern Wealth Advisors, LLC 0.36% Add +0.6% 8,119 $783K
Hudock, Inc. 0.10% Reduce -0.0% 8,073 $779K
Canal Capital Management, LLC 0.09% Add +2.0% 8,032 $775K
First Financial Corp. 0.27% Reduce -3.5% 7,994 $771K
Mission Creek Capital Partners, Inc. 0.14% Reduce -4.5% 7,986 $770K
AlTi Global, Inc. 0.02% Reduce -5.0% 7,982 $770K
Signal Advisors Wealth, LLC 0.04% Add +26.5% 7,946 $766K
TCI Wealth Advisors, Inc. 0.03% Reduce -15.3% 7,941 $766K
Argyle Capital Partners, LLC 0.48% Reduce -26.9% 7,939 $766K
Carson Advisory Inc. 0.35% Add +3.1% 7,871 $759K
HORAN Wealth, LLC 0.09% Reduce -49.2% 7,869 $759K
Mather Group, Llc. 0.01% Reduce -17.0% 7,846 $757K
Moisand Fitzgerald Tamayo, LLC 0.07% Reduce -0.4% 7,841 $756K
Diesslin Group, Inc. 0.29% Add +17.1% 7,769 $749K
Myecfo, LLC 0.28% Add +3.6% 7,697 $742K
City Center Advisors, LLC 0.60% Add +4.4% 7,674 $740K
Cardinal Point Capital Management ULC 0.04% Reduce -1.2% 7,670 $740K
Clifford Swan Investment Counsel LLC 0.02% Add +1.3% 7,656 $738K
Ellevest, Inc. 0.09% Add +43.2% 8,844 $738K
First Bancorp, Inc 0.29% Reduce -1.7% 7,643 $737K
Timbuktu Capital Management, LLC 1.11% — 7,629 $736K
Bryant Woods Investment Advisors, LLC 0.20% Reduce -0.2% 7,620 $735K
Pinnacle Family Advisors, LLC 0.31% Reduce -2.7% 7,587 $732K
Raffa Wealth Management, LLC 0.09% Add +0.4% 7,578 $731K
Duncker Streett & Co. Inc. 0.12% No change 7,570 $730K
Mutual Advisors, LLC 0.01% Reduce -1.8% 7,565 $729K
Legacy Financial Independent Advisors LLC 0.34% Reduce -1.3% 7,558 $729K
First American Trust, FSB 0.04% Reduce -1.0% 7,552 $728K
Farmers National Bank 0.15% Reduce -7.7% 7,547 $728K
Farrell Financial LLC 0.39% Add +7.4% 7,517 $725K
McLean Asset Management Corp 0.10% Reduce -4.9% 7,325 $725K
Marco Investment Management LLC 0.05% No change 7,457 $719K
Fifth Third Wealth Advisors LLC 0.02% Reduce -6.7% 7,448 $718K
Headlands Technologies LLC 0.08% New 7,429 $716K
Chilton Investment Co. Inc. 0.02% No change 7,409 $714K
Caldwell Trust Co 0.06% Reduce -7.4% 7,366 $710K
Legacy Capital Wealth Partners, LLC 0.14% Add +7.1% 7,360 $710K
Loudon Investment Management, LLC 0.35% No change 7,345 $708K
Quad-Cities Investment Group, LLC 0.25% Add +31.2% 7,330 $707K
Security National Bank of Sioux City Iowa 0.29% Add +60.8% 7,323 $706K
NerdWallet Wealth Partners, LLC 0.24% Reduce -7.8% 7,287 $702K
Central Bank & Trust Co. 0.10% No change 7,210 $695K
KOM Wealth Management Group, LLC 0.42% Reduce -20.4% 7,195 $694K
Spire Wealth Management 0.02% Reduce -10.3% 7,170 $691K
Benchmark Investment Advisors LLC 0.30% Reduce -1.3% 7,152 $690K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -37.1% 7,139 $688K
BOK Financial Private Wealth, Inc. 0.04% Reduce -4.6% 7,136 $688K
Stash Investments, LLC 0.22% New 7,108 $685K
IMC-Chicago, LLC 0.01% Reduce -62.3% 7,104 $685K
BLB&B Advisors, LLC 0.02% Reduce -27.7% 7,062 $681K
Apollon Financial, LLC 0.08% Add +1.7% 7,041 $679K
VestGen Advisors, LLC 0.02% Reduce -0.1% 7,034 $678K
Elevation Wealth Partners, LLC 0.20% Add +4.3% 6,997 $675K
Advisors Capital Management, LLC 0.01% Reduce -8.8% 6,996 $675K
Harpswell Capital Advisors, LLC 0.43% Add +13.4% 6,980 $673K
Viawealth, LLC 0.34% Reduce -0.9% 6,950 $670K
Jacobs Equity LLC 0.46% Reduce -1.0% 6,947 $670K
Optimist Retirement Group LLC 0.26% Reduce -0.2% 6,920 $667K
Gibraltar Capital Management, Inc. 0.10% Reduce -23.8% 6,910 $666K
Salem Investment Counselors Inc. 0.02% No change 6,881 $664K
First National Bank of Hutchinson 0.36% Reduce -0.4% 6,840 $660K
International Assets Investment Management, LLC 0.04% Reduce -4.5% 6,794 $658K
Certuity, LLC 0.03% Reduce -5.2% 6,783 $654K
NorthLanding Financial Partners, LLC 0.45% Reduce -3.0% 6,783 $654K
Allen Investment Management, LLC 0.01% No change 6,781 $654K
Oak Wealth Advisors LLC 0.31% Add +12.1% 6,756 $651K
Troutman Wealth Management, LLC 0.50% Reduce -0.1% 6,754 $651K
Community Bank, N.A. 0.07% Reduce -0.5% 6,752 $651K
Del-Sette Capital Management, LLC 0.38% No change 6,745 $650K
Sage Investment Counsel LLC 0.65% Reduce -0.5% 6,723 $648K
Mosaic Family Wealth Partners, LLC 0.04% Add +1.3% 6,714 $647K
Greenleaf Trust 0.01% Add +35.6% 6,702 $646K
Invested Advisors 0.57% Add +9.1% 6,683 $644K
Fisher Asset Management 0.00% Reduce -15.1% 6,679 $644K
YHB Investment Advisors, Inc. 0.04% Add +0.8% 6,636 $640K
Fiducient Advisors LLC 0.09% Add +0.1% 6,602 $637K
Worth Asset Management, LLC 0.20% Reduce -22.2% 6,587 $635K
TABR Capital Management, LLC 0.54% Add +3.8% 6,575 $634K
Smith Shellnut Wilson LLC 0.24% No change 6,550 $632K
Mechanics Bank Trust Department 0.08% No change 6,489 $626K
Bangor Savings Bank 0.05% Reduce -2.3% 6,478 $625K
Summit Wealth Partners, LLC 0.09% Reduce -0.5% 6,478 $625K
Fidato Wealth LLC 0.36% Reduce -18.7% 6,450 $622K
Fifth Third Securities, Inc. 0.04% Reduce -4.1% 6,398 $617K
Cladis Investment Advisory, LLC 0.29% No change 6,390 $616K
Smith, Moore & Co. 0.04% Add +0.1% 6,375 $615K
Valley Financial Group, Inc. 0.30% Reduce -3.0% 6,342 $612K
Leeward Financial Partners, LLC 0.16% Reduce -6.1% 6,297 $607K
Piscataqua Savings Bank 0.41% Reduce -4.5% 6,291 $607K
Asset Allocation Strategies LLC 0.09% Reduce -7.8% 6,257 $603K
Badgley Phelps Wealth Managers, LLC 0.01% Add +40.9% 6,230 $601K
Portland Financial Advisors Inc 1.09% Reduce -0.9% 6,221 $600K
Churchill Financial Advisors, LLC 0.12% Add +1.6% 6,190 $597K
NCM Capital Management, LLC 0.18% Add +0.1% 6,172 $595K
Libra Wealth LLC 0.15% No change 6,165 $594K
Arrow Financial Corp 0.05% No change 6,164 $594K
Summit Global Investments 0.03% Add +28.0% 6,151 $593K
KG Capital Management 0.35% Add +1.8% 6,056 $584K
Gotham Asset Management 0.00% Add +12.5% 6,056 $584K
Cary Street Partners Financial LLC 0.01% Add +1.9% 6,037 $582K
Arbor Wealth Advisors LLC 0.35% No change 6,000 $579K
Bfsg, LLC 0.05% Add +0.6% 5,971 $576K
Twin Focus Capital Partners, LLC 0.06% No change 5,955 $574K
Box Hill Private Wealth LLC 0.46% Add +0.5% 5,952 $574K
Bridges Investment Management Inc. 0.01% Reduce -3.1% 5,902 $569K
XY Planning Network, Inc. 0.07% Add +36.3% 5,884 $567K
Greenwich Wealth Management LLC 0.02% Add +0.0% 5,858 $565K
Bluesphere Advisors LLC 0.17% Add +10.7% 5,849 $564K
Trek Financial, LLC 0.03% Add +16.8% 5,813 $561K
Riverbridge Partners LLC 0.02% No change 5,791 $558K
DF Dent & Co. Inc. 0.01% Add +4.6% 5,777 $557K
Oxford Financial Group, LTD. LLC 0.03% Reduce -20.4% 5,756 $555K
Cannon Financial Strategists, Inc. 0.06% Reduce -13.6% 5,737 $553K
VSM Wealth Advisory, LLC 0.15% Reduce -11.1% 5,700 $550K
Rehmann Capital Advisory Group 0.03% Add +0.9% 5,699 $550K
Caliber Wealth Management, LLC / KS 0.05% Reduce -10.6% 5,693 $549K
Southern Michigan Bank & Trust 0.19% Reduce -52.2% 5,676 $547K
Boltwood Capital Management 0.13% Add +0.1% 5,660 $546K
Y-Intercept (Hong Kong) Ltd 0.01% Add +140.4% 5,649 $545K
Juncture Wealth Strategies, LLC 0.14% Reduce -66.0% 5,636 $543K
CJM Wealth Advisers, Ltd. 0.14% Add +22.0% 5,619 $542K
Valeo Financial Advisors, LLC 0.01% Reduce -27.8% 5,601 $540K
Integrity Alliance, Llc. 0.02% Reduce -1.2% 5,581 $538K
Charles Schwab Trust Co 0.03% No change 5,567 $537K
Hilltop Holdings Inc. 0.04% No change 5,540 $534K
Petra Financial Advisors Inc. 0.25% Add +0.1% 5,538 $534K
Cozad Asset Management Inc. 0.03% Reduce -1.8% 5,535 $534K
Jordan Park Trust Co LLC 0.37% No change 5,517 $532K
First Western Trust Bank 0.03% Add +0.0% 5,516 $532K
BlueSky Wealth Advisors, LLC 0.06% Reduce -42.6% 5,503 $531K
Elevated Financial Group LLC 0.15% Reduce -4.1% 5,497 $530K
Strategic Wealth Partners, Ltd. 0.03% Add +9.3% 5,493 $530K
Opulen Financial Group LLC 0.33% Add +1.8% 5,470 $528K
Parkwoods Wealth Partners, LLC 0.08% Add +5.8% 5,429 $524K
Benjamin Edwards Inc. 0.00% Reduce -10.5% 5,429 $524K
Saratoga Research & Investment Management 0.03% No change 5,414 $522K
Evercore Wealth Management, LLC 0.01% Add +1.0% 5,396 $520K
Towerpoint Wealth, LLC 0.18% Add +6.5% 5,389 $520K
Wealth Effects LLC 0.14% Add +7.5% 5,383 $519K
Banco BTG Pactual S.A. 0.07% Add +15.0% 5,375 $518K
Clear Investment Research, LLC 0.81% Reduce -0.7% 5,364 $517K
Smith Partners Wealth Management, LLC 0.41% Reduce -32.7% 5,360 $517K
Seeds Investor LLC 0.05% New 5,358 $517K
Pursuit Wealth Strategies, LLC 0.67% Add +0.5% 5,347 $516K
Knollwood Investment Advisory, LLC 0.05% Reduce -40.5% 5,346 $516K
Founders Financial Securities LLC 0.03% Reduce -2.5% 5,343 $515K
Hunter Perkins Capital Management, LLC 0.12% Add +6.8% 5,336 $515K
Tactive Advisors, LLC 0.13% Add +13.9% 5,319 $513K
Optima Capital LLC 0.20% Reduce -3.9% 5,289 $510K
Eagle Strategies LLC 0.05% Reduce -1.0% 5,286 $510K
ICONIQ Capital, LLC 0.01% Add +0.9% 5,274 $509K
Barrett & Company, Inc. 0.14% Reduce -6.3% 5,274 $509K
Schnieders Capital Management, Llc. 0.07% Reduce -0.5% 5,273 $508K
Strata Wealth Advisors, LLC 0.12% Reduce -11.0% 5,254 $507K
Kearns & Associates LLC 0.24% Add +0.6% 5,245 $506K
CoreCap Advisors, LLC 0.01% Reduce -8.4% 5,204 $502K
PW Nova Financial Services LLC 0.11% Reduce -0.3% 5,188 $500K
Sage Investment Advisers LLC 0.33% Reduce -0.3% 5,163 $498K
Security National Bank of So Dak 0.23% Add +5.1% 5,162 $498K
SigFig Wealth Management, LLC 0.01% Reduce -0.8% 5,037 $495K
Northeast Investment Management 0.02% Add +0.5% 5,105 $492K
Washington Growth Strategies LLC 0.27% Reduce -5.0% 5,098 $492K
Vickerman Investment Advisors, Inc. 0.10% Add +1.2% 5,077 $490K
True North Advisors, LLC 0.05% Reduce -44.9% 5,058 $488K
Alexander Labrunerie & Co., Inc. 0.17% No change 5,056 $488K
Asset One Wealth Management LLC 0.05% Add +8.4% 4,981 $487K
James J. Burns & Company, LLC 0.05% Add +2.1% 5,055 $487K
Quantum Financial Partners LLC 0.25% — 5,039 $486K
Opus Capital Group, LLC 0.05% Reduce -11.8% 5,027 $485K
Edge Wealth Management LLC 0.08% No change 5,000 $482K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5,000 $482K
Brookwood Investment Group LLC 0.06% Reduce -6.2% 4,992 $481K
RiverGlades Family Offices LLC 0.22% Add +27.8% 4,991 $481K
Cpwa, LLC 0.56% Add +0.9% 4,977 $480K
E&G Advisors, LLC 0.09% Reduce -0.9% 4,971 $479K
Keystone Financial Planning, Inc. 0.12% No change 4,942 $477K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.3% 4,934 $476K
Covestor Ltd 0.27% Add +3.3% 4,917 $474K
Heritage Trust Co 0.04% Reduce -4.5% 4,904 $473K
MainStreet Investment Advisors LLC 0.06% Add +9.4% 4,870 $470K
MontVue Capital Management, Inc. 0.27% No change 4,860 $469K
Maripau Wealth Management LLC 0.17% Add +13.4% 4,832 $466K
Trust Co. of Oklahoma 0.12% Reduce -5.4% 4,831 $466K
WealthShield Partners, LLC 0.07% Reduce -34.2% 4,827 $465K
Fort Sheridan Advisors LLC 0.05% Reduce -26.5% 4,826 $465K
Northern Capital Management, Inc. 0.20% No change 4,788 $462K
Old Peak Finance LLC 0.22% Reduce -7.9% 4,766 $460K
Auour Investments LLC 0.13% Add +1.1% 4,733 $456K
Indiana Trust & Investment Management Co 0.12% No change 4,715 $455K
Independent Wealth Network Inc. 0.12% Add +1.4% 4,709 $454K
Oarsman Capital, Inc. 0.05% Add +98.4% 4,709 $454K
Davidson Trust Co. 0.18% Add +10.1% 4,686 $452K
Sage Capital Management, LLC 0.18% Add +1.7% 4,676 $451K
Vannoy Advisory Group, Inc. 0.26% No change 4,680 $451K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -3.3% 4,673 $451K
Pacific Excel Wealth Advisors, Inc. 0.17% New 4,656 $449K
Heritage Family Offices, LLP 0.17% Add +47.9% 4,656 $449K
Colter Lewis Investment Partners LLC 0.20% New 4,649 $448K
Adkins Seale Capital Management LLC 0.40% No change 4,649 $448K
Occidental Asset Management, LLC 0.04% No change 4,637 $447K
Glen Eagle Advisors, LLC 0.06% Reduce -0.6% 4,619 $445K
IHT Wealth Management, LLC 0.01% Add +18.1% 4,613 $445K
First Interstate Bank 0.02% No change 4,611 $445K
Manske Wealth Management 0.11% No change 4,594 $443K
Burk Holdings LLC 0.16% Add +44.7% 4,583 $442K
Mechanics Financial Corp 0.16% No change 4,583 $442K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -11.2% 4,575 $441K
Woodside Wealth Management LLC 0.31% Add +0.4% 4,566 $440K
EverSource Wealth Advisors, LLC 0.01% Reduce -24.0% 4,563 $440K
Venture Visionary Partners LLC 0.01% Add +0.3% 4,543 $438K
Berman McAleer LLC 0.05% Reduce -46.0% 4,524 $436K
Boston Trust Walden Corp 0.00% No change 4,522 $436K
Invst, LLC 0.04% Add +2.4% 4,512 $435K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 4,500 $434K
HUB Investment Partners, LLC 0.01% New 4,482 $432K
Mosaic Financial Group, LLC 0.27% Add +0.2% 4,443 $428K
WJ Financial Advisors LLC 0.31% Reduce -6.3% 4,412 $425K
Crusonia Wealth Advisors LLC 0.07% Reduce -27.0% 4,406 $425K
GWN Securities Inc. 0.07% Add +1.4% 4,397 $424K
Basecamp Wealth Advisors LLC 0.08% No change 4,396 $424K
AssuredPartners Investment Advisors, LLC 0.04% Add +1.7% 4,396 $424K
Maridea Wealth Management LLC 0.05% Add +0.8% 4,395 $424K
Coppell Advisory Solutions LLC 0.04% New 6,173 $422K
Wick Capital Partners, LLC 0.06% Add +1.6% 4,363 $421K
Vista Investment Management 0.13% Add +3.0% 4,356 $420K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -6.0% 4,341 $419K
Certified Advisory Corp 0.03% Reduce -6.3% 4,341 $419K
Fullerton Advisors, LLC 0.39% Add +0.9% 4,338 $418K
Postrock Partners LLC 0.17% No change 4,335 $418K
Professional Advisory Services Inc. 0.05% No change 4,336 $418K
IVC Wealth Advisors LLC 0.16% Reduce -12.3% 4,322 $417K
Tompkins Financial Corp. 0.03% No change 4,308 $415K
Advantage Trust Co 0.15% Add +57.2% 4,288 $413K
Goelzer Investment Management, Inc. 0.02% No change 4,276 $412K
Advisory Alpha, LLC 0.01% Reduce -1.9% 4,256 $411K
Balefire, LLC 0.07% Reduce -3.1% 4,237 $409K
Financial Life Planners 0.26% Add +0.1% 4,235 $408K
Balanced Rock Investment Advisors LLC 0.25% Reduce -2.1% 4,232 $408K
Integrity Investment Advisors, LLC 0.18% No change 4,215 $406K
SteelPeak Wealth, LLC 0.01% Add +1.8% 4,210 $406K
GeoWealth Management, LLC 0.01% Reduce -9.3% 4,194 $405K
Equity Wealth Partners, LLC 0.15% Add +56.8% 4,196 $405K
Ballast, Inc. 0.08% No change 4,185 $404K
Aegis Wealth Management LLC 0.19% Add +1.4% 4,176 $403K
Cornerstone Select Advisors, LLC 0.17% Reduce -0.1% 4,166 $402K
Future Financial Wealth Managment LLC 0.25% No change 4,068 $401K
Berkeley Capital Partners, LLC 0.08% Reduce -1.4% 4,159 $401K
Traynor Capital Management, Inc. 0.02% Add +12.1% 4,153 $400K
Glass Jacobson Investment Advisors llc 0.12% Reduce -0.7% 4,148 $400K
Synergy Financial Group, LTD 0.29% No change 4,145 $400K
Northwest Bancshares, Inc. 0.07% Reduce -3.9% 4,141 $399K
First National Trust Co 0.01% Add +11.2% 4,130 $398K
Antonelli Financial Advisors, LLC 0.27% Reduce -14.8% 4,110 $396K
Paces Ferry Wealth Advisors, LLC 0.15% Add +14.6% 4,102 $396K
ROI Financial Advisors, LLC 0.20% Add +6.5% 4,102 $396K
RS Crum Inc. 0.07% Reduce -1.4% 4,095 $395K
Ashton Thomas Securities, LLC 0.06% Add +0.0% 4,092 $395K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.9% 4,088 $394K
Beckerman Institutional, LLC 0.19% No change 4,089 $394K
Bill Few Associates, Inc. 0.08% New 4,077 $393K
Meridian Investment Counsel Inc. 0.08% Add +10.1% 4,073 $393K
Lam Group, Inc. 0.19% No change 4,070 $392K
Chatham Capital Group, Inc. 0.05% Reduce -10.5% 4,050 $391K
Quest Investment Management LLC 0.05% Add +8.3% 4,044 $390K
Essex LLC 0.06% Reduce -6.7% 4,037 $389K
Cypress Wealth Services, LLC 0.05% Add +5.6% 4,029 $388K
Marino, Stram & Associates LLC 0.06% No change 4,024 $388K
SkyOak Wealth, LLC 0.06% No change 4,009 $387K
Wilson & Boucher Capital Management, LLC 0.23% No change 4,000 $386K
TD Capital Management LLC 0.03% Add +0.9% 3,990 $385K
Money Concepts Capital Corp. 0.02% Reduce -37.8% 3,986 $384K
Jackson Thornton Wealth Management, LLC 0.03% No change 3,978 $384K
First National Bank Sioux Falls 0.10% No change 4,017 $382K
SVB Wealth LLC 0.02% Reduce -10.7% 3,943 $380K
Smartleaf Asset Management LLC 0.01% No change 3,867 $380K
Donaldson Capital Management, LLC 0.01% New 3,910 $377K
Red Mountain Financial, LLC 0.32% Reduce -5.3% 3,907 $377K
Vilga Financial Planning LLC 0.28% No change 3,893 $375K
McAdam, LLC 0.01% Add +14.6% 3,876 $374K
Strategic Financial Planning, Inc. 0.19% New 3,866 $373K
Claro Advisors Inc. 0.04% Reduce -4.1% 3,859 $372K
Seascape Capital Management 0.09% No change 3,862 $372K
Essex Financial Services, Inc. 0.02% No change 3,840 $370K
Perkins Coie Trust Co 0.06% No change 3,839 $370K
Wilmington Savings Fund Society, FSB 0.01% No change 3,835 $370K
Altfest L J & Co. Inc. 0.04% Reduce -4.2% 3,819 $368K
Rockingstone Advisors LLC 0.15% Reduce -1.3% 3,804 $367K
Gilpin Wealth Management, LLC 0.25% No change 3,800 $366K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -15.9% 3,799 $366K
Wellington Shields Capital Management, LLC 0.05% New 3,767 $363K
Smithbridge Asset Management Inc. 0.05% No change 3,756 $362K
Calamos Wealth Management LLC 0.01% Reduce -11.1% 3,752 $362K
Annex Advisory Services, LLC 0.01% Reduce -6.5% 3,742 $361K
American National Bank & Trust 0.03% No change 3,740 $361K
HCR Wealth Advisors 0.03% Add +0.3% 3,707 $357K
Base Wealth Management LLC 0.17% Reduce -2.6% 3,706 $357K
Busey Bank 0.01% Add +4.4% 3,666 $354K
StoneX Group Inc. 0.01% Add +4.2% 3,665 $353K
Bradley Foster & Sargent Inc. 0.01% No change 3,649 $352K
Slagle Financial, LLC 0.10% New 3,635 $351K
S Harris Financial Group, LLC 0.27% Reduce -1.1% 3,628 $350K
McClarren Financial Advisors, Inc. 0.18% Reduce -0.7% 3,624 $350K
Signaturefd, LLC 0.00% Add +13.3% 3,621 $349K
ProVise Management Group, LLC 0.02% Reduce -5.6% 3,619 $349K
Fairman Group, LLC 0.27% Add +57.2% 3,601 $347K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +977.5% 3,599 $347K
Blossom Wealth Management 0.49% Add +1.5% 3,596 $347K
Bayban 0.27% Reduce -1.6% 3,582 $345K
Davis R M Inc. 0.01% Add +14.4% 3,568 $344K
Oath Planning, LLC 0.26% Add +0.9% 3,567 $344K
Wealthcare Capital Partners, LLC 0.14% Add +1.4% 3,561 $343K
TRB Wealth Management, LLC 0.05% New 3,559 $343K
HM Payson & Co. 0.00% Reduce -0.5% 3,546 $342K
Fiduciary Financial Group, LLC 0.04% New 3,534 $341K
Vawter Financial, Ltd. 0.13% Add +7.6% 3,501 $338K
Partners Wealth Management, LLC 0.33% Reduce -9.9% 3,501 $338K
Advyzon Investment Management, LLC 0.02% Add +21.0% 3,501 $338K
Stonebridge Financial Group, LLC 0.03% Add +16.3% 3,498 $337K
Key Financial Inc 0.06% No change 3,492 $337K
Ironwood Investment Counsel, LLC 0.04% Reduce -7.9% 3,481 $336K
LaSalle St. Investment Advisors, LLC 0.04% Add +12.0% 3,471 $335K
Parker Financial LLC 0.12% No change 3,469 $335K
Linscomb Wealth, Inc. 0.01% No change 3,467 $334K
Colonial Trust Co / SC 0.04% Reduce -35.8% 3,459 $334K
Trivium Point Advisory, LLC 0.03% Add +35.4% 3,453 $333K
Gold Investment Management Ltd. 0.09% Add +1.2% 3,452 $333K
XML Financial, LLC 0.02% Add +0.0% 3,449 $333K
Elevate Capital Advisors, LLC 0.18% New 3,448 $332K
Financial Freedom, LLC 0.15% Add +0.4% 3,439 $332K
Landmark Wealth Management, LLC 0.08% Add +2.2% 3,436 $331K
Financial Insights, Inc. 0.09% Add +0.0% 3,435 $331K
First Heartland Consultants, Inc. 0.02% Reduce -4.6% 3,433 $331K
Embree Financial Group 0.03% Reduce -0.1% 3,404 $328K
Colony Family Offices, LLC 0.07% No change 3,387 $327K
Sharper & Granite LLC 0.10% Add +2.0% 3,382 $326K
Kendall Capital Management 0.05% Add +17.8% 3,370 $325K
MCF Advisors LLC 0.01% Add +7.0% 3,359 $324K
Atlanta Consulting Group Advisors, LLC 0.05% New 3,340 $322K
Quotient Wealth Partners, LLC 0.01% Reduce -7.2% 3,335 $322K
Headinvest, LLC 0.06% No change 3,332 $321K
Dogwood Wealth Management LLC 0.13% Reduce -58.6% 3,330 $321K
Cullen/Frost Bankers, Inc. 0.00% Add +109.4% 3,325 $321K
Anchor Capital Advisors LLC 0.01% Reduce -10.8% 3,324 $321K
21 West Wealth Management LLC 0.27% Add +1.3% 3,322 $320K
Greykasell Wealth Strategies, Inc. 0.12% Reduce -2.5% 3,319 $320K
Birchcreek Wealth Management, LLC 0.12% Add +7.3% 3,319 $320K
McNaughton Wealth Management, LLC 0.11% No change 3,307 $319K
Prosperity Planning, Inc. 0.10% No change 3,304 $319K
Capital Square, LLC 0.14% Reduce -3.6% 3,272 $318K
Bank of Nova Scotia 0.00% Add +28.3% 3,290 $317K
Olde Wealth Management, LLC 0.09% Reduce -1.9% 3,291 $317K
Asset Dedication, LLC 0.02% Add +78.3% 3,276 $316K
Pinney & Scofield, Inc. 0.15% Add +0.1% 3,270 $315K
Weaver Consulting Group 0.06% No change 3,265 $315K
Peak Financial Management, Inc. 0.07% Add +0.3% 3,258 $314K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 3,255 $314K
Strategic Financial Partners, Ltd. 0.12% Add +0.3% 3,243 $313K
Bank of Marin 0.22% No change 3,234 $312K
Affinity Capital Advisors, LLC 0.04% Reduce -4.3% 3,203 $311K
Harbour Capital Advisors, LLC 0.06% No change 3,200 $311K
IFC Advisors LLC 0.04% No change 3,229 $311K
Life Planning Partners, Inc 0.23% Add +0.0% 3,226 $311K
Hoxton Planning & Management, LLC 0.08% Add +0.7% 3,226 $311K
M1 Capital Management LLC 0.11% Add +0.3% 3,221 $311K
New England Private Wealth Advisors LLC 0.03% Add +3.9% 3,093 $311K
Sjbenen Advisory, LLC 0.18% Add +39.1% 3,200 $310K
Elite Financial, Inc. 0.12% Add +0.2% 3,200 $308K
Select Asset Management & Trust 0.09% No change 3,197 $308K
Cypress Capital Group 0.03% No change 3,193 $308K
Kathmere Capital Management, LLC 0.02% New 3,180 $307K
Ascent Group, LLC 0.01% Add +11.8% 3,170 $306K
Iowa State Bank 0.05% No change 3,168 $305K
Williams Jones Wealth Management, LLC. 0.00% Add +0.9% 3,167 $305K
Morris Financial Concepts, Inc. 0.09% Reduce -8.7% 3,166 $305K
Sheets Smith Wealth Management 0.03% No change 3,165 $305K
Gateway Wealth Partners, LLC 0.02% Reduce -2.0% 3,150 $304K
Avantax Planning Partners, Inc. 0.01% Reduce -3.6% 3,145 $303K
Lyell Wealth Management, LP 0.02% No change 3,145 $303K
Wealth Architects, LLC 0.02% Add +2.1% 3,144 $303K
Joseph P. Lucia & Associates, LLC 0.09% Add +0.0% 3,141 $303K
Cooper/Haims Advisors, LLC 0.13% No change 3,136 $302K
Allegheny Financial Group 0.03% Add +8.8% 3,125 $301K
Sage Rhino Capital LLC 0.05% Add +0.0% 3,118 $301K
Performance Wealth Partners, LLC 0.01% New 3,115 $300K
Castellan Group 0.03% New 3,105 $299K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Reduce -20.0% 3,100 $299K
Brown Brothers Harriman & Co. 0.00% No change 3,081 $297K
Oceanside Advisors LLC 0.15% Add +0.1% 3,080 $297K
Topel & Distasi Wealth Management, LLC 0.14% Reduce -2.0% 3,076 $297K
Atwater Malick LLC 0.06% Reduce -6.4% 3,075 $297K
Range Advisory, LLC 0.04% Reduce -55.8% 3,070 $296K
Morton Brown Family Wealth, LLC 0.07% No change 3,053 $294K
Kiley Juergens Wealth Management, LLC 0.05% Reduce -7.5% 3,037 $293K
McNamara Financial Services, Inc. 0.05% Reduce -0.5% 3,032 $292K
PYA Waltman Capital, LLC 0.07% New 3,024 $292K
DKM Wealth Management, Inc. 0.19% No change 3,020 $291K
Platform Technology Partners 0.05% Reduce -19.9% 3,017 $291K
Tandem Capital Management Corp. 0.12% Reduce -3.8% 3,002 $289K
Lincoln Capital LLC 0.05% No change 3,000 $289K
Banque Transatlantique SA 0.01% No change 3,000 $289K
Delta Capital Management LLC 0.13% No change 3,000 $289K
Axis Wealth Partners, LLC 0.14% Reduce -2.5% 2,992 $288K
Macquarie Group Ltd. 0.00% New 2,989 $288K
Flywheel Private Wealth LLC 0.14% No change 2,984 $288K
Bensler, LLC 0.03% Add +5.6% 2,971 $287K
McGlone Suttner Wealth Management, Inc. 0.03% Reduce -3.4% 2,970 $286K
DecisionMap Wealth Management, LLC 0.16% Reduce -5.1% 2,966 $286K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.5% 2,964 $286K
Sprinkle Financial Consultants LLC 0.11% Add +0.7% 2,962 $286K
Fidelis Capital Partners, LLC 0.02% No change 2,962 $286K
Gemmer Asset Management LLC 0.02% Add +0.4% 2,961 $285K
Tenet Wealth Partners, LLC 0.21% — 2,836 $285K
Avalon Trust Co 0.02% Reduce -23.4% 2,950 $284K
Accurate Wealth Management, LLC 0.03% New 2,917 $284K
D.B. Root & Company, LLC 0.06% Reduce -6.1% 2,931 $283K
RDA Financial Network 0.06% Add +10.7% 2,926 $282K
Global Trust Asset Management, LLC 0.09% Reduce -19.3% 2,920 $282K
Winter & Associates, Inc. 0.21% Reduce -66.8% 2,910 $281K
Cascade Investment Group, Inc. 0.16% Add +1.8% 2,905 $280K
Hopwood Financial Services, Inc. 0.16% Add +2.1% 2,895 $279K
Seneschal Advisors, LLC 0.19% No change 2,886 $278K
First Trust Advisors LP 0.00% Reduce -0.2% 2,882 $278K
Baker Tilly Wealth Management, LLC 0.06% Reduce -9.3% 2,876 $277K
Guidance Point Advisors, LLC 0.06% Add +0.1% 2,857 $276K
Strategic Family Wealth Counselors, L.L.C. 0.06% Add +1.9% 2,863 $276K
Red Lighthouse Investment Management, LLC 0.08% No change 2,862 $276K
Oxbow Advisors, LLC 0.02% New 2,862 $276K
Twelve Points Wealth Management LLC 0.06% No change 2,855 $275K
Westmount Partners, LLC 0.06% Add +0.2% 2,852 $275K
Aua Capital Management, LLC 0.13% No change 2,845 $274K
Liberty Wealth Management LLC 0.03% No change 3,092 $274K
Capstone Wealth Management Group, Inc. 0.17% — 2,843 $274K
Abacus Planning Group, Inc. 0.03% Add +0.3% 2,841 $274K
Focused Alpha, LLC 0.07% Add +4.3% 2,839 $274K
Tred Avon Family Wealth, LLC 0.08% No change 2,837 $274K
Cadent Capital Advisors, LLC 0.06% Add +0.3% 2,833 $273K
Keystone Financial Group 0.02% Reduce -19.7% 2,822 $272K
Horst & Graben Wealth Management LLC 0.04% Add +0.4% 2,810 $272K
Perennial Investment Advisors, LLC 0.02% Add +7.1% 2,819 $272K
Resolute Advisors LLC 0.07% Reduce -6.3% 2,815 $271K
Ade, LLC 0.11% Reduce -0.3% 2,815 $271K
Ethic Inc. 0.00% New 2,796 $270K
PKS Advisory Services, LLC 0.04% Add +0.5% 2,796 $269K
SwitchPoint Financial Planning, LLC 0.16% Add +0.6% 2,792 $269K
SC&H Financial Advisors, Inc. 0.04% Add +0.3% 2,781 $268K
Heck Capital Advisors, LLC 0.02% Reduce -47.4% 2,778 $268K
Sellwood Investment Partners LLC 0.09% Add +0.1% 2,773 $267K
MorganRosel Wealth Management, LLC 0.09% Reduce -1.3% 2,769 $267K
SWS Partners 0.06% Add +0.2% 2,766 $267K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 2,765 $267K
American State Bank (Iowa) 0.11% Add +13.7% 2,760 $266K
ETF Store, Inc. 0.22% Add +0.6% 2,748 $265K
TrustBank 0.09% No change 2,726 $263K
First Commonwealth Financial Corp 0.04% No change 2,718 $262K
Sovereign Financial Group, Inc. 0.04% Reduce -25.2% 2,711 $261K
Haverford Trust Co 0.00% Reduce -2.5% 2,710 $261K
First Hawaiian Bank 0.03% No change 2,705 $261K
Ballast Advisors LLC 0.06% Add +19.8% 2,698 $260K
1015 Capital Partners, LLC 0.22% Reduce -17.5% 2,697 $260K
Anchor Bay Capital, Inc. 0.14% — 2,667 $259K
Citizens & Northern Corp. 0.06% No change 2,683 $259K
Alpine Global Management, LLC 0.04% New 2,681 $259K
Crestwood Advisors Group, LLC 0.00% Reduce -4.0% 2,679 $258K
Columbia River Financial Group, LLC 0.14% Add +0.2% 2,682 $258K
Integrity Advisory Solutions, LLC 0.03% New 2,655 $256K
Zinnia Wealth Advisory, LLC 0.26% Reduce -45.8% 2,644 $255K
Scarborough Advisors, LLC 0.03% Add +258400.0% 2,585 $255K
Compass Financial Group, INC 0.03% Reduce -4.9% 2,637 $254K
Davis Capital Management 0.15% Reduce -0.9% 2,636 $254K
Procyon Advisors, LLC 0.01% No change 2,636 $254K
Bath Savings Trust Co 0.03% Reduce -61.4% 2,614 $252K
Vestor Capital, LLC 0.02% Reduce -99.3% 833 $252K
Atalanta Sosnoff Capital, LLC 0.00% No change 2,601 $251K
Melfa Wealth Management, Inc. 0.13% Reduce -8.9% 2,594 $250K
RCW Management, LLC 0.22% No change 2,586 $249K
AlphaCentric Advisors LLC 0.21% Add +140.3% 2,583 $249K
Disciplina Capital Management LLC 0.03% Reduce -1.6% 2,582 $249K
Entrewealth, LLC 0.09% New 2,525 $248K
German American Bancorp, Inc. 0.02% No change 2,564 $247K
Burling Wealth Partners, LLC 0.04% No change 2,560 $247K
Van Hulzen Asset Management, LLC 0.02% No change 2,560 $247K
Trust Point Inc. 0.02% No change 2,554 $246K
RBA Wealth Management, LLC 0.09% Reduce -8.6% 2,544 $245K
Smith & Howard Wealth Management, LLC 0.05% Reduce -0.4% 2,537 $245K
Lee Danner & Bass Inc. 0.01% No change 2,534 $244K
Finward Bancorp 0.19% Reduce -10.0% 2,532 $244K
Level Financial Advisors 0.05% Reduce -9.0% 2,531 $244K
Pennington Partners & Co., LLC 0.08% Reduce -15.1% 2,530 $244K
Ignite Planners, LLC 0.03% Reduce -4.7% 2,529 $244K
Horizon Bancorp Inc. 0.11% No change 2,519 $243K
Indivisible Partners 0.01% New 2,499 $241K
Barclays PLC 0.00% Reduce -15.1% 2,495 $241K
Marex Group Ltd 0.00% Reduce -44.5% 2,488 $240K
Luminvest Wealth Management LLC 0.06% Add +0.7% 2,488 $240K
Curtis Advisory Group, LLC 0.05% No change 2,487 $240K
Strengthening Families & Communities, LLC 0.05% Reduce -2.5% 2,487 $240K
Gilbert & Cook, Inc. 0.03% Add +4.3% 2,480 $239K
Kingdom Financial Group LLC. 0.06% Add +407.0% 2,474 $239K
Pekin Hardy Strauss, Inc. 0.02% Add +0.0% 2,463 $237K
Silver Oak Securities, Incorporated 0.01% Add +2.5% 2,462 $237K
Patten Group, Inc. 0.04% Reduce -1.2% 2,460 $237K
Orin Green Financial, LLC 0.09% No change 2,459 $237K
TCP Asset Management, LLC 0.03% Reduce -0.5% 2,453 $237K
Waterloo Capital, L.P. 0.01% Add +4.6% 2,445 $236K
Orleans Capital Management Corp. 0.12% No change 2,445 $236K
North Star Asset Management Inc. 0.01% Reduce -18.3% 2,438 $235K
Onyx Bridge Wealth Group LLC 0.02% New 2,428 $234K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 2,428 $234K
Tru Independence Asset Management 2, LLC 0.13% New 2,428 $234K
Navis Wealth Advisors, LLC 0.09% New 2,425 $234K
Valley National Advisers Inc. 0.03% No change 2,423 $234K
CGC Financial Services, LLC 0.05% No change 2,405 $232K
BlueStem Wealth Partners, LLC 0.02% Add +0.9% 2,403 $232K
Capital Asset Advisory Services LLC 0.01% Reduce -2.6% 2,401 $232K
Oak Asset Management, LLC 0.07% Add +1.9% 2,393 $231K
Paladin Advisory Group, LLC 0.15% Reduce -6.8% 2,387 $230K
WorthPointe, LLC 0.06% New 2,374 $229K
Ledyard National Bank 0.02% No change 2,369 $228K
Brickley Wealth Management 0.03% No change 2,352 $227K
Eagle Bluffs Wealth Management LLC 0.08% New 2,348 $226K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.5% 2,344 $226K
Duncan Williams Asset Management, LLC 0.05% Reduce -16.0% 2,335 $225K
Townsend Financial Planning, LLC 0.19% Add +0.0% 2,312 $223K
Mine & Arao Wealth Creation & Management, LLC. 0.08% New 2,309 $223K
Members Trust Co 0.01% New 2,307 $222K
Sensible Money, LLC 0.06% New 2,304 $222K
Capital Advisors, Ltd. LLC 0.02% No change 2,304 $222K
Bar Harbor Wealth Management 0.01% New 2,300 $222K
Independent Advisor Alliance 0.01% Reduce -82.0% 2,288 $221K
HighPoint Advisor Group LLC 0.01% Reduce -11.5% 2,286 $220K
Chapin Davis, Inc. 0.04% Reduce -70.2% 2,272 $219K
USA Financial Formulas 0.04% — 2,265 $218K
Panoramic Investment Advisors, LLC 0.10% Add +0.3% 2,264 $218K
Nicholas Hoffman & Company, LLC. 0.00% Add +0.0% 2,262 $218K
Fortis Capital Management LLC 0.02% No change 2,258 $218K
Prospera Capital Management, LLC 0.07% New 2,232 $217K
Paulson Wealth Management Inc. 0.05% New 2,250 $217K
Old Mission Investment Co LLC 0.05% New 2,250 $217K
First Citizens Asset Management, Inc. 0.07% New 2,245 $216K
Obsidian Cio, LLC 0.16% Add +0.5% 2,241 $216K
Berger Financial Group, Inc 0.01% Reduce -18.4% 2,219 $214K
Tempo Wealth, LLC 0.03% New 2,218 $214K
ASL Financial, LLC 0.15% New 2,216 $214K
Wood Tarver Financial Group, LLC 0.05% New 2,218 $213K
Lauterbach Financial Advisors, LLC 0.09% New 2,204 $213K
Mycio Wealth Partners, LLC 0.04% No change 2,200 $212K
Drucker Wealth 3.0, LLC 0.03% Reduce -12.5% 2,197 $212K
Legacy Private Trust Co. 0.01% New 2,190 $211K
W.H. Cornerstone Investments Inc. 0.12% New 2,186 $211K
Catalyst Financial Partners LLC 0.02% New 2,179 $210K
CBIZ Investment Advisory Services, LLC 0.01% No change 2,367 $210K
Ironwood Financial, llc 0.03% New 2,146 $210K
Greenline Partners, LLC 0.02% New 2,166 $209K
Heartland Bank & Trust Co 0.04% New 2,163 $209K
Carolina Wealth Management Inc 0.10% — 2,160 $208K
Hilltop National Bank 0.04% No change 2,160 $208K
Lodestone Wealth Management LLC 0.07% Reduce -4.5% 2,160 $208K
Element Wealth, LLC 0.08% New 2,152 $208K
Triad Wealth Partners, LLC 0.01% New 2,094 $207K
Legacy Financial Strategies, LLC 0.03% New 2,149 $207K
3 Factor Indexing, LLC 0.17% Reduce -18.3% 2,143 $207K
Dynamic Wealth Strategies, LLC 0.11% Reduce -3.3% 2,143 $207K
TOWER TRUST & INVESTMENT Co 0.13% Reduce -25.7% 2,141 $206K
Approach Retirement Advisors, LLC 0.15% New 2,137 $206K
Wealthspan Partners, LLC 0.06% New 2,137 $206K
Cottage Street Advisors LLC 0.08% New 2,132 $206K
GW&K Investment Management, LLC 0.00% No change 2,125 $205K
Hegarty Advisors, LLC 0.14% New 2,123 $205K
United Advisor Group, LLC 0.02% Reduce -11.5% 2,119 $204K
Moss Adams Wealth Advisors LLC 0.01% New 2,118 $204K
Cidel Asset Management Inc. 0.01% New 2,112 $204K
Chicago Wealth Management, Inc. 0.07% New 2,105 $203K
PFG Advisors 0.01% Reduce -36.9% 2,100 $203K
Ballast Rock Private Wealth LLC 0.09% Reduce -13.1% 2,097 $202K
Alaska Wealth Advisors, LLC 0.02% New 2,083 $201K
WealthCare Investment Partners, LLC 0.05% New 2,080 $201K
SouthState Bank Corp 0.01% Reduce -1.1% 2,056 $198K
Citizens National Bank Trust Department 0.03% No change 1,960 $189K
Teachers Insurance & Annuity Association of America 0.20% Add +60.6% 1,898 $183K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -7.4% 1,876 $181K
Center for Financial Planning, Inc. 0.02% Reduce -6.7% 1,869 $180K
Cambient Family Office, LLC 0.02% Add +4975.0% 1,827 $176K
N.E.W. Advisory Services LLC 0.01% No change 1,795 $173K
MidFirst Bank 0.01% No change 1,700 $164K
EFG International AG 0.00% No change 1,640 $158K
Capital Investment Advisory Services, LLC 0.01% Reduce -22.7% 1,606 $155K
Valued Wealth Advisors LLC 0.06% Reduce -5.7% 1,598 $154K
Keystone Financial Group, Inc. 0.08% Add +0.8% 1,538 $148K
Allspring Global Investments Holdings, LLC 0.00% Add +102.4% 1,522 $147K
Cornerstone Planning Group LLC 0.02% Reduce -0.1% 1,486 $147K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,517 $146K
Chapman Financial Group, LLC 0.10% No change 1,508 $145K
Glassman Wealth Services 0.02% Add +63.6% 1,507 $145K
Pingora Partners LLC 0.08% No change 1,500 $145K
Deutsche Bank AG 0.00% No change 1,500 $145K
Activest Wealth Management 0.03% Add +833.8% 1,494 $144K
Rossby Financial, LCC 0.03% Reduce -45.7% 1,491 $144K
Oakworth Capital, Inc. 0.01% Reduce -0.7% 1,483 $143K
CX Institutional 0.00% Add +318.4% 1,481 $143K
Paladin Partners, LLC 0.09% Reduce -0.9% 1,481 $143K
Russell Investments Group, Ltd. 0.00% Reduce -52.9% 1,455 $140K
Bare Financial Services, Inc 0.03% No change 1,434 $138K
Cape Investment Advisory, Inc. 0.04% New 1,434 $138K
Elevated Capital Advisors, LLC 0.04% Add +0.7% 1,415 $136K
First Pacific Financial 0.02% Add +0.8% 1,370 $132K
Hollencrest Capital Management 0.01% Reduce -34.2% 1,331 $128K
Downshift Financial, LLC 0.06% Reduce -5.2% 1,327 $128K
Atlatl Advisers LLC 0.03% New 1,320 $127K
Quest 10 Wealth Builders, Inc. 0.10% Add +355.7% 1,317 $127K
Caitlin John, LLC 0.07% Add +347.4% 1,302 $126K
Trust Co. of Toledo NA 0.01% No change 1,297 $125K
Golden State Wealth Management, LLC 0.01% Add +255.2% 1,275 $123K
LOM Asset Management Ltd 0.03% No change 1,272 $123K
Urban Financial Advisory Corp 0.03% No change 1,266 $122K
Topsail Wealth Management, LLC 0.02% No change 1,260 $122K
Hills Bank & Trust Co 0.01% New 1,254 $121K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -2.3% 1,251 $121K
Marquette Asset Management, LLC 0.02% No change 1,250 $121K
Sachetta, LLC 0.06% Add +3.0% 1,249 $120K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,205 $118K
Basepoint Wealth LLC 0.07% Add +2.0% 1,210 $117K
Miller Global Investments, LLC 0.10% No change 1,203 $116K
Ascentis Independent Advisors 0.31% Reduce -91.8% 1,186 $114K
Archer Investment Corp 0.02% Add +20.1% 1,175 $113K
Creative Financial Designs Inc. 0.01% Add +4.8% 1,159 $112K
Owl Creek Wealth Partners LLC 0.03% Add +12.7% 1,144 $110K
Roehl & Yi Investment Advisors, LLC 0.04% No change 11,334 $109K
NBH Bank 0.05% — 1,121 $108K
Atwood & Palmer Inc. 0.01% No change 1,112 $107K
Park Place Capital Corp 0.02% No change 1,111 $107K
Hanson & Doremus Investment Management 0.01% Reduce -35.0% 1,112 $107K
Outlook Capital Management, LLC 0.03% — 1,102 $106K
KERR FINANCIAL PLANNING Corp 0.12% Add +0.9% 1,101 $106K
Pension & Wealth Management Advisors, Inc. 0.03% No change 1,100 $106K
Sava Infond d.o.o. 0.01% No change 1,100 $106K
Hickory Point Bank & Trust 0.06% No change 1,097 $106K
Fiduciary Financial Advisors 0.01% New 1,014 $98K
SHP Wealth Management 0.01% Add +89.4% 983 $95K
Howe & Rusling Inc. 0.01% No change 982 $95K
City State Bank 0.02% No change 966 $93K
CNB Bank 0.04% No change 963 $93K
Generali Asset Management SPA SGR 0.00% No change 960 $93K
McDonald Partners LLC 0.02% New 947 $91K
Washington Trust Advisors, Inc. 0.01% No change 929 $90K
J.Safra Asset Management Corp 0.00% Reduce -60.3% 900 $87K
Nomura Asset Management Co. Ltd. 0.00% New 900 $87K
Cornerstone Financial Management LLC 0.07% No change 898 $87K
Hurley Capital, LLC 0.04% No change 891 $86K
Truvestments Capital LLC 0.01% Add +88100.0% 882 $85K
Rosenberg Matthew Hamilton 0.02% No change 880 $85K
Sage Mountain Advisors LLC 0.01% Add +255.1% 870 $84K
Godfrey Financial Associates, Inc. 0.06% Reduce -6.1% 866 $84K
Pacifica Partners Inc. 0.03% No change 852 $84K
Ameriflex Group, Inc. 0.03% Add +0.7% 852 $82K
Clearstead Trust, LLC 0.01% Reduce -20.7% 844 $81K
Realta Investment Advisors 0.02% Reduce -9.4% 832 $80K
Toth Financial Advisory Corp. 0.01% No change 810 $78K
Salomon & Ludwin, LLC 0.01% No change 796 $77K
Graney & King, LLC 0.03% Add +0.1% 793 $76K
Sittner & Nelson, LLC 0.02% Add +17.1% 789 $76K
Alerus Financial NA 0.00% No change 786 $76K
Creative Capital Management Investments LLC 0.02% Add +13.8% 769 $74K
NBZ Investment Advisors LLC 0.03% No change 760 $73K
Triumph Capital Management 0.01% Reduce -2.5% 727 $70K
Brown, Lisle/Cummings, Inc. 0.02% Add +46.9% 705 $68K
Standard Family Office LLC 0.06% No change 704 $68K
Portfolio Resources Advisor Group, Inc. 0.06% Reduce -2.2% 677 $65K
GHP Investment Advisors, Inc. 0.00% Reduce -11.3% 673 $65K
Kings Path Partners LLC 0.02% No change 672 $65K
Keating Financial Advisory Services, Inc. 0.01% No change 665 $64K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -14.4% 640 $62K
BankPlus Trust Department 0.01% No change 640 $62K
Colonial Trust Advisors 0.00% No change 639 $62K
Aberdeen Wealth Management LLC 0.03% Reduce -18.9% 638 $61K
Pin Oak Investment Advisors Inc. 0.04% No change 636 $61K
Smallwood Wealth Investment Management, LLC 0.03% No change 630 $61K
Albion Financial Group 0.00% No change 627 $60K
EPG Wealth Management LLC 0.01% Add +0.5% 617 $60K
Financial Consulate, Inc. 0.01% Reduce -7.8% 616 $59K
Founders Financial Alliance, LLC 0.01% No change 605 $58K
Main Street Group, LTD 0.01% No change 600 $58K
Aspect Partners, LLC 0.02% No change 591 $57K
Networth Advisors, LLC 0.03% Add +272.8% 589 $57K
PlanVest Financial, Inc 0.04% No change 583 $56K
4Thought Financial Group Inc. 0.03% Reduce -1.5% 575 $55K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -2.9% 573 $55K
SOA Wealth Advisors, LLC. 0.01% No change 560 $54K
Rice Partnership, LLC 0.01% No change 551 $53K
Murphy & Mullick Capital Management Corp 0.03% Reduce -37.6% 530 $51K
Bogart Wealth, LLC 0.00% Reduce -20.0% 515 $50K
Flagship Wealth Advisors, LLC 0.01% Reduce -35.2% 509 $49K
Costello Asset Management, INC 0.01% Reduce -26.6% 501 $48K
Armor Investment Advisors, LLC 0.02% Reduce -6.0% 500 $48K
Vanguard Advisers Inc. 0.00% Add +692.1% 499 $48K
Islay Capital Management, LLC 0.02% No change 491 $47K
Thompson Investment Management, Inc. 0.01% No change 488 $47K
Beacon Investment Advisory Services, Inc. 0.00% No change 470 $45K
Bellevue Asset Management, LLC 0.02% No change 467 $45K
Boyd Watterson Asset Management LLC 0.01% No change 462 $45K
Union Savings Bank 0.02% Add +174.6% 453 $44K
Princeton Global Asset Management LLC 0.01% Add +0.7% 433 $42K
GAMMA Investing LLC 0.00% No change 425 $41K
Tower View Wealth Management LLC 0.02% Add +0.8% 402 $39K
Caldwell Sutter Capital, Inc. 0.01% Add +24.8% 402 $39K
Point Nemo Capital, LLC 0.02% New 400 $39K
Founders Capital Management 0.02% No change 400 $39K
Richard W. Paul & Associates, LLC 0.01% Add +4.7% 400 $39K
Wellington-Altus USA Inc. 0.03% No change 434 $38K
Roxbury Financial LLC 0.03% Add +0.5% 394 $38K
Integrity Financial Corp 0.02% Add +0.3% 384 $37K
Plante Moran Financial Advisors, LLC 0.00% Reduce -49.0% 380 $37K
Pflug Koory, LLC 0.01% Add +0.5% 377 $36K
Lavaca Capital LLC 0.00% New 371 $36K
Cedar Mountain Advisors, LLC 0.01% No change 370 $36K
LifeSteps Financial, Inc. 0.02% New 367 $35K
Barnes Dennig Private Wealth Management LLC 0.03% No change 365 $35K
Hazlett, Burt & Watson, Inc. 0.01% No change 348 $34K
Angeles Wealth Management, LLC 0.00% Add +17.3% 352 $34K
1 North Wealth Services LLC 0.01% New 350 $34K
Game Plan Financial Advisors, LLC 0.01% New 347 $33K
MPWM Advisory Solutions, LLC 0.01% No change 338 $33K
Evermay Wealth Management LLC 0.00% Reduce -1.8% 333 $32K
Copia Wealth Management 0.02% No change 327 $32K
1620 Investment Advisors, Inc. 0.02% No change 326 $31K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +0.9% 323 $31K
Gen-Wealth Partners Inc 0.01% Add +1.9% 313 $30K
Tsfg, LLC 0.00% Reduce -3.8% 307 $30K
Tidemark, LLC 0.01% No change 310 $30K
Peterson Wealth Management 0.01% Add +0.7% 304 $29K
ESL Trust Services, LLC 0.00% No change 300 $29K
Godsey & Gibb, Inc. 0.00% No change 291 $28K
StrongBox Wealth, LLC 0.01% New 290 $28K
Joseph Group Capital Management 0.01% No change 289 $28K
Kennebec Savings Bank 0.02% Reduce -95.1% 284 $27K
Adirondack Trust Co. 0.01% Reduce -9.0% 273 $26K
Balentine LLC 0.00% Reduce -76.1% 272 $26K
Sterling Capital Management LLC 0.00% No change 272 $26K
Evolution Wealth Management Inc. 0.02% No change 271 $26K
Transamerica Financial Advisors, LLC 0.00% Reduce -30.4% 263 $25K
Corsicana & Co. 0.01% Reduce -61.1% 257 $25K
Longview Financial Advisors LLC 0.01% No change 254 $24K
Synergy Investment Management, LLC 0.01% Reduce -0.8% 252 $24K
Hantz Financial Services, Inc. 0.00% Reduce -2.3% 251 $24K
Legacy Bridge, LLC 0.01% No change 248 $24K
Register Financial Advisors LLC 0.01% No change 241 $23K
NFSG Corp 0.00% Add +83.0% 236 $23K
Zions Bancorporation, National Association 0.00% New 230 $22K
Millstone Evans Group, LLC 0.01% No change 225 $22K
Lloyd Advisory Services, LLC. 0.01% Reduce -55.5% 217 $21K
Buck Wealth Strategies, LLC 0.00% New 216 $21K
Consultiva Wealth Management, Corp. 0.05% Reduce -18.9% 215 $21K
Tradewinds Capital Management, LLC 0.00% No change 211 $20K
Atlas Capital Advisors Inc. 0.00% Add +96.2% 204 $20K
MTM Investment Management, LLC 0.01% Add +0.5% 203 $20K
Richardson Capital Management LLC 0.01% No change 201 $19K
Windsor Advisory Group, LLC 0.01% New 200 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 195 $19K
Eukles Asset Management 0.01% No change 187 $18K
Ankerstar Wealth, LLC 0.01% Reduce -6.3% 177 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 175 $17K
Signature Resources Capital Management, LLC 0.01% Add +47.0% 169 $16K
Fortis Group Advisors, LLC 0.00% No change 167 $16K
Ulland Investment Advisors, LLC 0.01% No change 170 $16K
Harbor Asset Planning, Inc. 0.01% Add +1.2% 164 $16K
McGuire Capital Advisors Inc. 0.01% No change 161 $16K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -2.4% 160 $15K
Proathlete Wealth Management LLC 0.00% Add +17.7% 153 $15K
Mosley Wealth Management 0.00% Add +3.4% 152 $15K
Dorato Capital Management 0.01% No change 150 $15K
High Note Wealth, LLC 0.00% Reduce -3.8% 151 $15K
JPL Wealth Management, LLC 0.00% No change 150 $14K
Coastline Trust Co 0.00% No change 150 $14K
Delta Asset Management LLC 0.00% Add +1.5% 132 $13K
Capital Investment Counsel, Inc 0.00% No change 130 $13K
Highline Wealth Partners LLC 0.00% Add +700.0% 128 $12K
Bollard Group LLC 0.00% Add +0.8% 128 $12K
SRH Advisors, LLC 0.00% Reduce -5.6% 118 $11K
Fortitude Family Office, LLC 0.00% No change 117 $11K
Walsh & Associates, LLC 0.01% No change 115 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -96.7% 113 $11K
Planning Strategies Inc. 0.01% — 107 $10K
High Point Wealth Management, LLC 0.01% No change 100 $10K
Cranbrook Wealth Management, LLC 0.00% No change 100 $10K
Kilter Group LLC 0.00% No change 97 $9K
Benson Wealth Management INC 0.01% No change 96 $9K
Minot DeBlois Advisors LLC 0.01% Add +174.3% 96 $9K
Chesapeake Asset Management LLC 0.01% No change 91 $9K
Hamilton Point Investment Advisors, LLC 0.00% No change 83 $8K
Turtle Creek Wealth Advisors, LLC 0.00% No change 83 $8K
Vision Retirement, LLC 0.00% Reduce -22.4% 83 $8K
Gleason Group, Inc. 0.00% New 82 $8K
Monetary Solutions, Ltd 0.01% No change 75 $7K
Commonwealth Retirement Investments LLC 0.00% New 72 $7K
IAG Wealth Partners, LLC 0.00% No change 62 $6K
Frazier Financial Advisors, LLC 0.00% No change 61 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 58 $6K
Townsend Asset Management Corp. /NC/ 0.00% No change 57 $5K
Robinswood Financial LLC 0.00% No change 56 $5K
Bruce G. Allen Investments, LLC 0.00% No change 56 $5K
Winthrop Capital Management, LLC 0.00% No change 57 $5K
Reicon Wealth Advisors, LLC 0.00% New 51 $5K
Key Capital Management, INC 0.00% Add +13.3% 51 $5K
Hager Investment Management Services, LLC 0.00% New 50 $5K
GoalVest Advisory LLC 0.00% Add +13.6% 50 $5K
TIAA Wealth Investment Management LLC 0.00% Reduce -94.5% 47 $5K
POM Investment Strategies, LLC 0.00% No change 43 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 42 $4K
Eastern Bank 0.00% No change 40 $4K
Concord Wealth Partners 0.00% New 40 $4K
Financial Network Wealth Advisors LLC 0.00% New 37 $4K
Investors Research Corp 0.00% No change 35 $3K
Community Financial Services Group, LLC 0.00% New 33 $3K
Ascentis Wealth Management, LLC 0.00% No change 32 $3K
Hughes Financial Services, LLC 0.00% No change 31 $3K
Gill Capital Partners, LLC 0.00% No change 29 $3K
Van Den Berg Management I, Inc. 0.00% No change 25 $2K
Silver Grove Financial Group, Inc. 0.00% New 21 $2K
Financial Management Professionals, Inc. 0.00% Add +5.0% 21 $2K
Horizon Investments, LLC 0.00% Add +25.0% 20 $2K
Bullock Wealth Management Group 0.00% No change 19 $2K
Strive Financial Group ,LLC 0.00% Reduce -82.2% 19 $2K
Fairscale Capital, LLC 0.00% No change 18 $2K
Signature Equity Partners, LLC 0.00% New 18 $2K
Ares Financial Consulting, LLC 0.00% No change 18 $2K
Broadwater Capital Management LLC 0.00% No change 15 $1K
Allianz Asset Management GmbH 0.00% Reduce -34.8% 15 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $1K
Gould Capital, LLC 0.00% No change 11 $1K
Operose Advisors LLC 0.00% No change 10 $1K
Navigoe, LLC 0.00% No change 15 $1K
Evolution Advisers, Inc. 0.00% No change 20 $1K
Hoey Investments, Inc. 0.00% No change 9 $868
Quaker Wealth Management, LLC 0.00% Reduce -99.7% 7 $676
Leo H. Evart, Inc. 0.00% No change 6 $579
Prudent Man Investment Management, Inc. 0.00% No change 6 $531
Addison Advisors LLC 0.00% No change 5 $455
Financial Gravity Companies, Inc. 0.00% — 5 $441
NorthAvenue LLC 0.00% New 3 $290
LM Advisors LLC 0.00% Add +947.8% 2,389 $230
Strategic Investment Solutions, Inc. 0.00% No change 1 $71
Legacies Wealth LLC 0.00% No change 1 $53

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