Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q1 2024 (March 31)
1,189holders
5famous investors
$58.66avg. 13F price*

At the end of Q1 2024, 1,189 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings. The largest holders were Morgan Stanley ($1.3B), Jones Financial Companies LLLP ($1.1B) and Northern Trust Corp. ($954.6M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Ftse All-World Ex-U
CUSIP
922042775
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions62$69.9M
Exits64$161.2M

Ownership 1,189 holders

Morgan Stanley 0.10% Reduce -6.5% 21,337,367 $1.3B
Jones Financial Companies LLLP 1.53% Reduce -1.7% 19,137,778 $1.1B
Northern Trust Corp. 0.17% Reduce -2.7% 16,276,212 $954.6M
Bank of America Corp. 0.09% Add +4.0% 15,673,137 $919.2M
Sanders Capital, LLC 1.44% Add +2.6% 14,670,844 $860.4M
Envestnet Asset Management Inc. 0.23% Reduce -3.3% 10,528,043 $617.5M
PNC Financial Services Group, Inc. 0.35% Add +3.0% 8,472,438 $496.9M
Goldman Sachs Group Inc. 0.09% Reduce -2.3% 7,338,502 $430.4M
Janney Montgomery Scott LLC 1.16% Add +4.7% 6,654,177 $390.3M
Raymond James & Associates 0.25% Add +4.3% 6,326,829 $371.1M
Forvis Mazars Wealth Advisors, LLC 9.18% Add +3.4% 6,154,549 $361.0M
WestEnd Advisors, LLC 9.20% Add +6.0% 6,055,249 $355.1M
UBS Group AG 0.11% Add +5.1% 5,814,934 $341.0M
CIBC Asset Management Inc 1.17% No change 5,755,713 $337.6M
CBIZ Investment Advisory Services, LLC 18.87% Add +5.1% 4,628,647 $271.5M
Cresset Asset Management, LLC 1.32% Reduce -6.1% 4,616,299 $270.7M
Diversified Trust Co. 6.43% Add +5.1% 3,638,744 $213.4M
Truist Financial Corp. 0.32% Reduce -5.6% 3,621,144 $212.4M
Summit Financial, LLC 11.64% Add +1.1% 3,348,249 $196.4M
Lincoln National Corp. 2.76% Add +0.8% 3,018,595 $177.0M
Howland Capital Management LLC 7.24% Reduce -4.3% 2,559,217 $150.1M
Victory Capital Management Inc. 0.15% Add +17.2% 2,498,991 $146.6M
Allspring Global Investments Holdings, LLC 0.23% Add +1.1% 2,493,807 $146.3M
HighTower Advisors, LLC 0.23% Add +11.9% 2,393,028 $140.4M
Baird Financial Group, Inc. 0.29% Add +4.9% 2,371,824 $139.1M
LPL Financial LLC 0.07% Reduce -0.7% 2,339,615 $137.2M
Corient Private Wealth LP 0.22% Reduce -0.1% 2,060,661 $120.9M
Blair William & Co. 0.37% Add +4.4% 2,033,358 $119.3M
Rockefeller Capital Management L.P. 0.34% Add +9.2% 1,971,963 $115.7M
Osborne Partners Capital Management, LLC 7.13% Add +2.3% 1,971,885 $115.7M
Royal Bank of Canada 0.03% Reduce -0.6% 1,920,284 $112.6M
Vanguard Group Inc. 0.00% Add +34.0% 1,899,452 $111.4M
Wells Fargo & Company 0.03% Add +9.6% 1,869,993 $109.7M
Cerity Partners LLC 0.29% Reduce -26.1% 1,853,310 $108.6M
Captrust Financial Advisors 0.40% Add +55.8% 1,846,025 $108.3M
Strid Group, LLC 16.49% Add +10.1% 1,564,288 $91.7M
Johnson Investment Counsel Inc. 0.99% Add +2.4% 1,557,611 $91.4M
Commonwealth Equity Services, LLC 0.14% Add +1.6% 1,420,378 $83.3M
Voya Financial Advisors, Inc. 9.06% Add +5.0% 1,352,489 $79.4M
Laird Norton Wetherby Trust Company, LLC 10.49% Add +4.9% 1,320,730 $77.5M
US Bancorp \de 0.10% Add +2.2% 1,282,158 $75.2M
Raymond James Financial Services Advisors, Inc. 0.10% Add +3.0% 1,205,419 $70.7M
United Services Automobile Association 1.73% Reduce -4.4% 1,201,037 $70.4M
Cetera Investment Advisers 0.16% Add +767.0% 1,187,320 $69.6M
Assetmark, Inc. 0.22% Add +5.3% 1,163,636 $68.2M
Accredited Investors Inc. 4.27% Add +52.9% 1,133,887 $66.5M
Wealthcare Capital Management LLC 7.20% Reduce -1.0% 1,105,407 $64.8M
Creative Planning 0.07% Reduce -3.4% 1,063,980 $62.4M
HB Wealth Management, LLC 0.78% Reduce -4.1% 1,050,980 $61.6M
Stifel Financial Corp. 0.07% Add +49.9% 981,691 $57.6M
National Bank of Canada 0.10% Add +3.2% 963,677 $57.2M
JPMorgan Chase & Co. 0.00% Reduce -11.1% 912,666 $53.5M
Jane Street Group, LLC 0.07% Reduce -76.4% 874,171 $51.3M
Efficient Advisors, LLC 3.27% Add +3.5% 869,146 $51.0M
Moneta Group Investment Advisors LLC 0.82% Reduce -11.8% 855,112 $50.2M
Pinnacle Associates Ltd. 0.79% Add +2.0% 851,014 $49.9M
Glassman Wealth Services 9.93% Add +1.8% 838,185 $49.2M
Patriot Investment Management Group, Inc. 3.85% Add +27.6% 830,463 $48.7M
Nicholas Hoffman & Company, LLC. 2.36% Add +0.3% 791,994 $46.5M
Savant Capital, LLC 0.53% Reduce -9.4% 780,473 $45.8M
Nisa Investment Advisors, LLC 0.29% No change 769,800 $45.1M
Verus Financial Partners, Inc. 5.27% Reduce -2.7% 766,530 $45.0M
MML Investors Services, LLC 0.18% Add +7.1% 756,313 $44.4M
Wealthspire Advisors, LLC 0.59% Add +7.3% 753,365 $44.2M
St. Louis Trust Co 6.80% Add +1.1% 742,253 $43.5M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -3.3% 729,996 $42.8M
Compton Wealth Advisory Group, LLC 11.70% Reduce -0.2% 728,906 $42.8M
Charter Oak Capital Management, LLC 4.31% Reduce -3.2% 685,144 $40.2M
DT Investment Partners, LLC 4.03% Add +0.9% 679,955 $39.9M
NewSquare Capital LLC 3.50% Add +9.9% 697,766 $39.6M
Osaic Holdings, Inc. 0.09% Reduce -26.1% 667,132 $39.1M
Wharton Business Group, LLC 1.88% Add +63.5% 665,418 $39.0M
Ally Financial Inc. 5.15% No change 651,000 $38.2M
Bridges Investment Management Inc. 1.19% Reduce -0.6% 650,627 $38.2M
Pasadena Private Wealth, LLC 8.46% Reduce -1.8% 626,651 $36.8M
Davis R M Inc. 0.76% Reduce -1.7% 618,495 $36.3M
Harding Loevner LP 0.22% Add +40.2% 614,065 $36.0M
First Horizon Advisors, Inc. 1.11% Add +4.5% 612,568 $35.9M
Flower City Capital 23.72% Add +10.6% 608,677 $35.7M
Blankinship & Foster, LLC 9.14% Add +3.7% 594,776 $34.9M
Cardinal Point Capital Management ULC 6.56% Add +4.4% 587,671 $34.5M
Means Investment Co., Inc. 4.43% Add +21.3% 584,364 $34.3M
Standpoint Asset Management, LLC 8.88% Add +7.3% 581,100 $34.1M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -7.4% 580,153 $34.0M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.8% 565,264 $33.2M
Buckingham Capital Management, Inc. 4.06% Add +2.6% 564,414 $33.1M
State of Wisconsin - Board of Commissioners of Public Lands 7.74% No change 554,938 $32.5M
MilWealth Group LLC 10.31% Add +0.1% 551,520 $32.3M
BIP Wealth, LLC 2.34% Add +6.9% 546,658 $32.1M
5th Street Advisors, LLC 17.92% Reduce -5.2% 539,221 $31.6M
Bailard, Inc. 0.87% Reduce -0.8% 538,902 $31.6M
Valmark Advisers, Inc. 0.54% Add +2.6% 532,788 $31.2M
Caprock Group, LLC 1.77% Reduce -1.3% 526,219 $30.9M
Bank of New York Mellon Corp 0.01% Reduce -2.4% 522,074 $30.6M
Cwm, LLC 0.15% Add +8.8% 518,375 $30.4M
Sage Financial Group Inc. 2.64% Reduce -2.0% 499,727 $29.3M
Roble, Belko & Company, Inc 4.99% Reduce -0.5% 496,008 $29.1M
Leonard Rickey Investment Advisors P.L.L.C. 7.37% Reduce -0.4% 486,584 $28.5M
Cullen/Frost Bankers, Inc. 0.42% Reduce -26.6% 483,001 $28.3M
Fifth Third Bancorp 0.11% Reduce -6.2% 478,686 $28.1M
Bank of Montreal 0.01% Reduce -3.1% 471,546 $27.7M
Fort Washington Investment Advisors Inc. 0.18% Reduce -0.3% 470,931 $27.6M
Albion Financial Group 2.05% Reduce -0.3% 453,162 $26.6M
BNP Paribas Financial Markets 0.03% Add +987.5% 439,312 $25.8M
Ameriprise Financial Inc. 0.01% Reduce -38.0% 433,075 $25.2M
Wealthcare Advisory Partners LLC 0.82% Add +7.5% 427,459 $25.1M
Agf Management Ltd. 0.14% Reduce -1.4% 425,193 $24.9M
Thrivent Financial for Lutherans 0.05% Reduce -8.1% 420,411 $24.7M
Greenleaf Trust 0.22% Reduce -0.6% 404,825 $23.7M
Luminvest Wealth Management LLC 14.54% Add +0.2% 373,365 $23.1M
Industrial Alliance Investment Management Inc. 16.07% Add +0.4% 380,527 $22.3M
Brown Advisory Inc. 0.03% Reduce -17.1% 375,150 $22.0M
FC Advisory LLC 8.09% Add +0.9% 374,556 $22.0M
Citizens Financial Group Inc. 0.73% Reduce -5.1% 371,130 $21.8M
Archvest Wealth Advisors, Inc. 15.32% Add +4.6% 370,586 $21.7M
Bessemer Group Inc. 0.04% Add +11.0% 369,262 $21.7M
Kestra Advisory Services, LLC 0.14% Add +19.0% 367,087 $21.5M
Empower Advisory Group, LLC 0.08% Reduce -5.9% 365,763 $21.5M
Van Cleef Asset Management,Inc 2.70% Add +0.3% 363,798 $21.3M
Bluestem Financial Advisors, LLC 10.99% Add +13.7% 362,674 $21.3M
Whittier Trust Co. 0.31% Reduce -0.7% 362,284 $21.2M
Cambridge Investment Research Advisors, Inc. 0.08% Add +5.0% 360,828 $21.2M
Tolleson Wealth Management, Inc. 4.11% Add +11.4% 358,242 $21.0M
Chesley Taft & Associates LLC 1.06% Reduce -1.1% 354,415 $20.8M
Pinnacle Wealth Management Advisory Group, LLC 2.16% Add +5.2% 343,334 $20.1M
Prio Wealth Limited Partnership 0.58% Add +11.9% 341,803 $20.0M
Stratos Investment Management, LLC 1.93% Add +7.9% 337,176 $19.8M
Sweet Financial Partners, LLC 4.52% Add +6.5% 334,164 $19.6M
Independent Advisor Alliance 0.70% Reduce -50.8% 329,994 $19.4M
OneDigital Investment Advisors LLC 0.30% Add +5.2% 326,194 $19.1M
Aspiriant, LLC 0.79% Add +0.9% 325,969 $19.1M
Wrenne Financial Planning LLC 14.03% Add +5.5% 323,482 $19.0M
Squarepoint Ops LLC 0.08% New 323,326 $19.0M
Optas, LLC 5.11% Reduce -4.3% 319,287 $18.7M
River Wealth Advisors LLC 2.66% Reduce -11.3% 312,451 $18.3M
Sage Financial Management Group, Inc. 8.48% Add +5.9% 305,516 $17.9M
Newton One Investments LLC 7.82% Reduce -0.4% 303,404 $17.8M
Cornerstone Advisors Asset Management, LLC 6.18% Add +8.2% 299,453 $17.6M
Apollon Wealth Management, LLC 0.55% Add +11.7% 298,660 $17.5M
Telos Capital Management, Inc. 1.97% Add +0.8% 298,487 $17.5M
Madison Asset Management, LLC 0.21% Reduce -33.0% 296,507 $17.4M
Sentinel Trust Co. Lba 2.21% Reduce -26.2% 292,165 $17.1M
Callan Capital, LLC 1.44% Reduce -0.9% 279,130 $16.4M
Stephens Inc. 0.25% Add +10.8% 277,603 $16.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.37% Reduce -5.6% 276,496 $16.2M
SouthState Bank Corp 1.25% Reduce -4.7% 272,527 $16.0M
Mercer Global Advisors Inc. 0.05% Add +13.6% 270,869 $15.9M
InterOcean Capital Group, LLC 0.37% Add +1.7% 266,784 $15.6M
Lido Advisors, LLC 0.14% Reduce -49.5% 265,731 $15.6M
TL Private Wealth 7.65% Add +3.4% 263,800 $15.5M
Bartlett & Co. Wealth Management LLC 0.24% Reduce -1.1% 263,250 $15.4M
Granby Capital Management, LLC 7.39% No change 258,000 $15.1M
Mb, Levis & Associates, LLC 8.09% Add +0.6% 256,871 $15.1M
Firestone Capital Management 4.18% Add +2.1% 256,119 $15.0M
Boston Standard Wealth Management, LLC 3.31% Add +2.9% 249,561 $14.6M
Alta Advisers Ltd 7.08% Reduce -5.0% 243,639 $14.3M
Ballast, Inc. 4.50% Add +1.4% 242,997 $14.3M
CKW Financial Group 1.79% Reduce -54.7% 234,735 $13.7M
TrueWealth Financial Partners 9.46% Add +1.8% 229,870 $13.5M
JMG Financial Group, Ltd. 0.51% Reduce -0.1% 226,496 $13.3M
Beacon Wealthcare LLC 6.00% Add +1.7% 224,148 $13.1M
Natixis Advisors, LLC 0.03% Reduce -0.3% 221,791 $13.0M
Triune Financial Partners, LLC 4.44% Reduce -1.4% 218,231 $12.8M
Ballentine Partners, LLC 0.24% Add +5.0% 217,998 $12.8M
BLB&B Advisors, LLC 0.71% Add +4.5% 215,389 $12.6M
Woodmont Investment Counsel LLC 1.06% Reduce -0.1% 215,091 $12.6M
Clear Harbor Asset Management, LLC 1.11% Add +6.3% 213,848 $12.5M
DAVENPORT & Co LLC 0.08% Reduce -1.1% 212,997 $12.5M
Astoria Strategic Wealth, Inc. 3.91% Reduce -0.3% 210,647 $12.4M
Mariner, LLC 0.03% Add +3.2% 209,721 $12.3M
Atria Wealth Solutions, Inc. 0.14% Add +3.0% 209,513 $12.3M
Main Management LLC 1.05% Add +2.2% 209,143 $12.3M
Comerica Bank 0.05% Reduce -12.7% 206,361 $12.1M
M Financial Asset Management, Inc. 33.50% Add +11.2% 177,223 $12.0M
Berkshire Asset Management LLC 0.64% Add +2.8% 204,872 $12.0M
Oikos Holdings LLC 3.06% Reduce -0.7% 204,806 $12.0M
Hillcrest Wealth Advisors - NY, LLC 6.48% Reduce -7.0% 203,989 $12.0M
Country Club Bank 0.84% Reduce -1.6% 203,861 $12.0M
Valley Financial Group, Inc. 9.05% Add +7.5% 202,806 $11.9M
Scissortail Wealth Management, LLC 3.10% New 199,731 $11.7M
Dakota Wealth Management 0.29% Add +3.2% 198,511 $11.6M
Beacon Pointe Advisors, LLC 0.13% Reduce -2.4% 193,965 $11.4M
Pathstone Holdings, LLC 0.05% Add +11.3% 186,349 $10.9M
Badgley Phelps Wealth Managers, LLC 0.27% Reduce -44.6% 181,930 $10.7M
Avalon Advisory Group 5.12% Add +0.5% 180,362 $10.6M
Harrell Investment Partners, LLC 3.12% Reduce -7.4% 179,298 $10.5M
Ifrah Financial Services, Inc. 2.95% Add +1.8% 179,213 $10.5M
AMG National Trust Bank 0.30% Reduce -0.8% 177,279 $10.4M
&partners 1.43% Add +73.3% 177,757 $10.4M
D.A. Davidson & Co. 0.09% Add +9.5% 173,992 $10.2M
Sollinda Capital Management LLC 3.16% Reduce -17.7% 172,193 $10.1M
Heritage Investors Management Corp. 0.35% Reduce -1.5% 170,899 $10.0M
ETF Portfolio Partners, Inc. 3.17% New 170,680 $10.0M
Evergreen Capital Management LLC 0.38% Add +2.1% 169,220 $9.9M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -3.3% 166,606 $9.8M
Berkeley Capital Partners, LLC 2.98% Reduce -8.9% 166,396 $9.8M
Pinnacle Financial Partners Inc 0.21% Reduce -22.7% 166,141 $9.7M
M&T Bank Corp 0.03% Reduce -20.8% 163,093 $9.6M
Waypoint Capital Advisors, LLC 2.46% No change 160,462 $9.4M
Avidian Wealth Enterprises, LLC 0.50% Reduce -11.4% 159,591 $9.4M
Phillips Financial Management, LLC 0.75% Reduce -3.9% 156,615 $9.2M
Lake Street Advisors Group, LLC 0.43% No change 155,622 $9.1M
VERITY Wealth Advisors 6.75% Add +1.1% 149,983 $8.8M
Baltimore-Washington Financial Advisors, Inc. 0.55% Add +1.2% 148,916 $8.7M
Beaird Harris Wealth Management, LLC 0.85% Reduce -0.5% 148,477 $8.7M
Cherry Tree Wealth Management, LLC 2.18% Add +1.0% 147,574 $8.7M
Axis Capital Holdings Ltd. 4.14% No change 146,362 $8.6M
TrinityPoint Wealth, LLC 1.41% Add +5.2% 145,665 $8.5M
CIBC Private Wealth Group LLC 0.02% Reduce -12.0% 145,925 $8.5M
Waverly Advisors, LLC 0.20% Add +3835.2% 145,053 $8.5M
NewEdge Advisors, LLC 0.07% Add +5.0% 145,039 $8.5M
Federation des caisses Desjardins du Quebec 0.06% Add +18.7% 144,560 $8.5M
Curi Capital, LLC 0.20% Reduce -0.1% 144,217 $8.5M
Atria Investments, Inc 0.12% Reduce -6.1% 142,839 $8.4M
Coston, McIsaac & Partners 2.69% Add +6.0% 142,792 $8.4M
MAI Capital Management 0.09% Add +267.3% 142,522 $8.4M
Stratos Wealth Advisors, LLC 0.49% New 141,271 $8.3M
Balanced Wealth Group LLC 3.69% Add +10.5% 139,621 $8.3M
Integrated Wealth Concepts LLC 0.12% Reduce -16.4% 138,647 $8.1M
Manchester Capital Management LLC 0.99% No change 136,405 $8.0M
Dunhill Financial, LLC 5.93% Add +2.2% 136,168 $8.0M
Monterey Private Wealth, Inc. 3.18% Reduce -1.0% 135,234 $7.9M
WASHINGTON TRUST Co 0.29% Add +22.5% 134,030 $7.9M
Welch & Forbes LLC 0.11% Add +15.3% 130,718 $7.7M
Buckingham Strategic Wealth, LLC 0.08% Reduce -6.8% 129,550 $7.6M
Avantax Advisory Services, Inc. 0.07% Reduce -0.5% 128,786 $7.6M
MorganRosel Wealth Management, LLC 2.69% Reduce -4.5% 128,382 $7.5M
Chatham Capital Group, Inc. 1.37% Add +1.2% 127,204 $7.5M
Associated Banc-Corp 0.23% Add +7.3% 125,152 $7.3M
United Capital Financial Advisors, LLC 0.06% Add +0.2% 122,640 $7.2M
Pinnacle Financial Group, LLC / IL 3.15% Add +12.2% 122,265 $7.2M
Lam Group, Inc. 5.84% Add +0.1% 122,032 $7.2M
Cary Street Partners Investment Advisory LLC 0.30% Add +4.0% 119,265 $7.0M
Transcend Capital Advisors, LLC 0.56% Add +6.1% 119,238 $7.0M
SCS Capital Management LLC 0.15% Reduce -1.0% 117,559 $6.9M
PDS Planning, Inc 0.72% Reduce -4.2% 117,156 $6.9M
Fiduciary Trust Co 0.10% Reduce -1.4% 115,005 $6.7M
Agate Pass Investment Management, LLC 3.61% Reduce -5.4% 114,809 $6.7M
Bahl & Gaynor LLC 0.04% Reduce -7.8% 114,113 $6.7M
HSBC Holdings PLC 0.00% Add +2.0% 114,020 $6.7M
Henshaw Capital LLC 0.31% No change 114,000 $6.7M
Clearstead Advisors, LLC 0.33% Add +7.1% 111,699 $6.6M
Spinnaker Trust 0.43% Add +4.6% 112,371 $6.6M
Stonebridge Capital Advisors LLC 0.59% Add +22.7% 112,213 $6.6M
Balentine LLC 0.20% No change 112,010 $6.6M
Financial Management Professionals, Inc. 0.96% Add +2.5% 111,534 $6.5M
Richard P Slaughter Associates Inc 1.58% Reduce -17.4% 111,120 $6.5M
Joel Isaacson & Co., LLC 0.35% Add +3.4% 110,253 $6.5M
Benchmark Wealth Management, LLC 3.48% Add +10.2% 109,009 $6.4M
Twin Focus Capital Partners, LLC 1.21% Reduce -1.8% 108,644 $6.4M
Allegiance Financial Group Advisory Services LLC 2.60% Reduce -1.3% 108,465 $6.4M
Wade Financial Advisory, Inc 2.25% Reduce -0.3% 105,371 $6.2M
First PREMIER Bank 1.61% Add +0.9% 103,856 $6.1M
Ziegler Capital Management, LLC 0.23% Add +35.5% 103,797 $6.1M
Fee-Only Financial Planning, L.C. 4.09% Reduce -0.5% 103,336 $6.1M
Performa Ltd (US), LLC 2.66% Add +24.7% 103,165 $6.1M
Kestra Private Wealth Services, LLC 0.14% Add +8.5% 102,744 $6.0M
Lodestar Private Asset Management LLC 0.86% Add +1.2% 102,695 $6.0M
Evercore Wealth Management, LLC 0.09% Reduce -0.8% 102,261 $6.0M
Kraft, Davis & Associates, LLC 1.80% Reduce -0.1% 100,192 $6.0M
IronBridge Private Wealth, LLC 2.46% Reduce -3.6% 101,034 $5.9M
Sequoia Financial Advisors, LLC 0.07% Reduce -5.3% 100,824 $5.9M
Capital Investment Advisory Services, LLC 0.63% Reduce -56.2% 100,197 $5.9M
Liberty Wealth Management LLC 1.14% Add +11629.3% 99,934 $5.9M
Freestone Capital Holdings, LLC 0.22% Reduce -4.0% 98,987 $5.8M
North Star Asset Management Inc. 0.27% Reduce -2.4% 98,288 $5.8M
WBH Advisory Inc. 0.59% Reduce -0.5% 98,206 $5.8M
Breakwater Investment Management 2.63% — 97,523 $5.7M
Ti-Trust, Inc. 4.18% Add +3.4% 97,107 $5.7M
FMR LLC 0.00% Add +66.0% 96,990 $5.7M
Bluespring Wealth Management, LLC 0.61% Reduce -5.3% 94,476 $5.5M
Trust Co. of Vermont 0.31% Add +1.1% 94,463 $5.5M
OLIO Financial Planning 2.24% Reduce -0.3% 94,922 $5.3M
Hall Capital Management Co. Inc. 2.61% Add +0.1% 90,322 $5.3M
Wealthspire Retirement, LLC 0.45% Add +6.4% 89,866 $5.3M
Integrated Advisors Network LLC 0.27% Reduce -3.5% 89,500 $5.2M
Commerce Bank 0.03% Add +348.8% 89,134 $5.2M
MeadowBrook Investment Advisors LLC 4.90% Add +0.2% 88,143 $5.2M
Perigon Wealth Management, LLC 0.16% Add +10.4% 88,096 $5.2M
Simon Quick Advisors, LLC 0.39% Reduce -4.3% 87,882 $5.2M
GeoWealth Management, LLC 0.20% Reduce -10.4% 87,734 $5.1M
Compass Ion Advisors, LLC 0.73% Add +0.5% 87,078 $5.1M
Syntrinsic LLC 1.71% Add +1.3% 87,259 $5.1M
Karpus Management, Inc. 0.14% Reduce -11.5% 85,443 $5.0M
McKinley Carter Wealth Services, Inc. 0.32% Reduce -4.1% 82,416 $4.8M
Pure Financial Advisors, LLC 0.15% Reduce -5.3% 82,303 $4.8M
Prudential Financial Inc. 0.01% Add +4.7% 81,604 $4.8M
Ritholtz Wealth Management 0.16% Reduce -0.9% 80,515 $4.7M
Cadence Wealth Management LLC 4.84% Reduce -0.2% 80,232 $4.7M
NorthCoast Asset Management LLC 0.06% Add +0.7% 79,740 $4.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.93% Reduce -17.5% 79,639 $4.7M
Coppell Advisory Solutions Corp. 0.87% — 79,009 $4.6M
Simplicity Wealth,LLC 0.11% Add +285.9% 78,644 $4.6M
Raymond James Trust N.A. 0.11% Add +4.4% 77,483 $4.5M
Zions Bancorporation, N.A. 0.33% Reduce -69.8% 77,464 $4.5M
QRG Capital Management, Inc. 0.06% Add +6.6% 76,775 $4.5M
Upper Left Wealth Management, LLC 4.15% Reduce -1.2% 76,258 $4.5M
Franklin Resources Inc. 0.00% Add +10.6% 76,176 $4.5M
Portland Global Advisors LLC 0.60% Reduce -0.6% 75,133 $4.4M
SOL Capital Management CO 0.54% Reduce -3.7% 73,490 $4.3M
GFS Advisors, LLC 0.71% Add +9.7% 73,082 $4.3M
Black Diamond Financial, LLC 1.14% No change 75,322 $4.2M
Miller Investment Management, LP 0.54% Reduce -0.6% 71,650 $4.2M
Lansing Street Advisors 1.87% Reduce -3.2% 70,824 $4.2M
Addis & Hill, Inc 3.52% Reduce -12.6% 70,549 $4.1M
Graves Light Lenhart Wealth, Inc. 0.48% Add +0.0% 70,312 $4.1M
Barrett & Company, Inc. 1.94% Add +0.7% 69,839 $4.1M
Sapient Capital LLC 0.09% No change 69,661 $4.1M
Nwam LLC 0.33% Reduce -28.0% 68,990 $4.1M
CGN Advisors LLC 0.51% Add +20.1% 68,774 $4.0M
Benchmark Financial Wealth Advisors, LLC 1.54% Reduce -0.9% 68,515 $4.0M
Sawgrass Asset Management LLC 0.44% Reduce -5.7% 68,376 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +0.3% 68,148 $4.0M
Peapack Gladstone Financial Corp. 0.06% Add +0.5% 68,119 $4.0M
Advocate Group LLC 0.79% Add +0.5% 67,704 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.19% Add +0.9% 67,680 $4.0M
TBH Global Asset Management, LLC 0.78% Reduce -20.6% 66,921 $3.9M
Facet Wealth, Inc. 0.13% No change 66,302 $3.9M
Kiley Juergens Wealth Management, LLC 1.20% Add +3.0% 65,955 $3.9M
One Capital Management, LLC 0.14% Add +4.0% 65,944 $3.9M
Schroder Investment Management Group 0.00% No change 65,800 $3.9M
Exencial Wealth Advisors, LLC 0.14% Add +0.7% 65,338 $3.8M
Stratos Wealth Partners, LTD. 0.06% Reduce -0.4% 63,912 $3.7M
Northeast Investment Management 0.18% Reduce -0.2% 63,820 $3.7M
Tiaa Trust, National Association 0.01% Add +5.7% 62,733 $3.7M
Coastline Trust Co 0.44% Reduce -15.8% 62,150 $3.6M
Mather Group, Llc. 0.06% Reduce -2.0% 63,749 $3.6M
Security Financial Services, INC. 0.79% Reduce -2.7% 59,731 $3.5M
TD Private Client Wealth LLC 0.11% Reduce -11.5% 59,644 $3.5M
Citigroup Inc. 0.00% Reduce -31.7% 59,353 $3.5M
Algorithmic Investment Models, LLC 2.55% Reduce -1.0% 59,129 $3.5M
JNBA Financial Advisors 0.36% Reduce -1.8% 59,089 $3.5M
Values Added Financial LLC 2.69% No change 58,741 $3.4M
PFG Advisors 0.25% Reduce -1.9% 57,675 $3.4M
Capital Wealth Alliance, LLC 2.00% Reduce -0.7% 57,586 $3.4M
Stokes Family Office, LLC 0.42% Reduce -8.8% 57,107 $3.3M
Elm Partners Management LLC 0.26% No change 55,912 $3.3M
Ascent Group, LLC 0.29% Reduce -0.4% 55,649 $3.3M
Wilson & Boucher Capital Management, LLC 2.56% Add +4.7% 55,438 $3.3M
Prospera Financial Services Inc 0.10% Reduce -0.5% 55,432 $3.3M
Smithfield Trust Co 0.17% Reduce -0.0% 55,073 $3.2M
Aufman Associates Inc 2.26% Reduce -2.3% 54,710 $3.2M
NewEdge Wealth, LLC 0.07% Add +1.4% 54,868 $3.2M
Sage Mountain Advisors LLC 0.33% Reduce -1.1% 54,226 $3.2M
Ameritas Advisory Services, LLC 0.13% Reduce -13.7% 54,109 $3.2M
Northeast Financial Consultants Inc 0.16% Add +9.9% 53,902 $3.2M
Flagship Harbor Advisors, LLC 0.20% Reduce -4.6% 53,629 $3.1M
Park Avenue Securities LLC 0.04% Add +16.6% 53,439 $3.1M
Newman Dignan & Sheerar, Inc. 0.83% Reduce -7.6% 53,137 $3.1M
Flputnam Investment Management Co. 0.07% Reduce -6.5% 52,934 $3.1M
Keybank National Association 0.01% Add +0.8% 52,789 $3.1M
Bleakley Financial Group, LLC 0.09% Reduce -8.5% 52,353 $3.1M
Westwood Holdings Group Inc. 0.02% New 52,349 $3.1M
Parsons Capital Management Inc. 0.21% Reduce -6.0% 52,279 $3.1M
Global Retirement Partners, LLC 0.11% Reduce -3.4% 52,233 $3.1M
Bank of New Hampshire 0.80% Reduce -5.0% 52,077 $3.1M
DF Dent & Co. Inc. 0.04% No change 52,022 $3.1M
IFP Advisors, Inc 0.13% Add +38.2% 51,720 $3.0M
Clark Asset Management, LLC 0.91% Reduce -5.4% 50,752 $3.0M
First Hawaiian Bank 0.09% Reduce -20.7% 50,063 $2.9M
Wolf Group Capital Advisors 1.40% No change 53,957 $2.9M
9258 Wealth Management, LLC 0.45% Add +0.1% 49,590 $2.9M
Meridian Wealth Partners, LLC 0.52% Add +0.9% 49,509 $2.9M
Professional Financial Advisors, LLC 0.83% Add +241.5% 49,360 $2.9M
Tanglewood Wealth Management, Inc. 0.35% Reduce -0.7% 48,985 $2.9M
Mayflower Financial Advisors, LLC 0.48% Add +0.0% 48,837 $2.9M
Providence First Trust Co 1.23% No change 48,539 $2.8M
Sigma Planning Corp 0.09% Add +815.8% 48,475 $2.8M
Tortoise Investment Management, LLC 0.34% Reduce -5.1% 47,418 $2.8M
Lumbard & Kellner, LLC 1.35% Add +0.5% 47,251 $2.8M
3Chopt Investment Partners, LLC 1.14% Add +6.9% 47,189 $2.8M
Trevian Wealth Management LLC 1.88% Add +20.2% 47,116 $2.8M
Turtle Creek Wealth Advisors, LLC 0.68% Reduce -2.6% 47,066 $2.8M
Family Wealth Partners, LLC 1.54% Reduce -9.7% 46,354 $2.7M
Howe & Rusling Inc. 0.26% Add +7.0% 46,271 $2.7M
Jmac Enterprises LLC 0.50% Add +4.9% 46,037 $2.7M
NYL Investors LLC 0.10% Reduce -8.0% 46,000 $2.7M
Old Mission Capital LLC 0.07% Reduce -56.0% 45,763 $2.7M
HC Advisors, LLC 1.26% Add +5.5% 45,172 $2.6M
RBF Capital, LLC 0.15% No change 45,000 $2.6M
Continental Investors Services, Inc. 6.24% Add +0.3% 45,073 $2.6M
GYL Financial Synergies, LLC 0.20% Add +7.6% 44,298 $2.6M
SWP Financial LLC 1.81% Add +4.1% 44,107 $2.6M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -26.0% 43,856 $2.6M
Mission Wealth Management, LP 0.07% Add +1.5% 43,394 $2.5M
CSM Advisors, LLC 0.17% No change 43,350 $2.5M
Rwa Wealth Partners, LLC 0.03% Reduce -0.4% 43,328 $2.5M
Ancora Advisors LLC 0.06% Reduce -27.7% 42,853 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 42,646 $2.5M
Kingsview Wealth Management, LLC 0.06% Reduce -4.5% 42,571 $2.5M
Presidio Capital Management, LLC 1.82% Reduce -5.8% 42,528 $2.5M
Anderson Hoagland & Co. 0.28% Reduce -3.3% 42,995 $2.5M
Pine Valley Investments Ltd Liability Co 0.19% Add +4.9% 42,095 $2.5M
AlTi Global, Inc. 0.07% Reduce -2.3% 41,757 $2.4M
Compass Advisory Group LLC 1.07% Add +5.0% 41,428 $2.4M
Private Advisor Group, LLC 0.02% Add +4.3% 41,389 $2.4M
Advisor OS, LLC 0.28% Add +1.8% 41,291 $2.4M
Boston Family Office LLC 0.17% Reduce -2.5% 40,888 $2.4M
Falcon Wealth Planning 0.38% Reduce -12.1% 40,668 $2.4M
Thompson Siegel & Walmsley LLC 0.04% Add +0.7% 40,613 $2.4M
Spire Wealth Management 0.04% Add +2.8% 40,585 $2.4M
Carret Asset Management, LLC 0.28% Add +0.0% 40,498 $2.4M
Unconventional Investor, LLC 1.71% Reduce -0.1% 40,444 $2.4M
Journey Advisory Group, LLC 0.29% Reduce -2.7% 40,088 $2.4M
Coldstream Capital Management Inc. 0.06% Add +13.6% 39,978 $2.3M
Fairhaven Wealth Management, LLC 0.80% Reduce -21.6% 39,884 $2.3M
Beacon Investment Advisory Services, Inc. 0.10% Add +5.6% 39,841 $2.3M
Northstar Group, Inc. 0.48% Add +0.7% 39,757 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -0.9% 39,531 $2.3M
Leavell Investment Management, Inc. 0.13% Reduce -3.5% 38,740 $2.3M
Belpointe Asset Management LLC 0.17% Reduce -12.1% 38,467 $2.3M
Oppenheimer & Co. Inc. 0.04% Add +2.8% 38,208 $2.2M
Focus Partners Wealth 0.02% Add +0.6% 38,193 $2.2M
Summit Financial Group, Inc. 0.80% Reduce -1.8% 38,165 $2.2M
Trust Point Inc. 0.18% Reduce -6.5% 38,163 $2.2M
Mutual Advisors, LLC 0.07% Reduce -3.2% 37,833 $2.2M
Americana Partners, LLC 0.19% No change 37,750 $2.2M
Carnegie Investment Counsel 0.07% Reduce -5.5% 37,186 $2.2M
Gibson Wealth Advisors LLC 2.08% — 36,864 $2.2M
SVB Wealth LLC 0.05% Add +7.3% 36,827 $2.2M
Raffa Wealth Management, LLC 0.64% Reduce -1.2% 36,704 $2.2M
Myecfo, LLC 1.26% Reduce -4.7% 36,583 $2.1M
Lowe Brockenbrough & Co. Inc. 0.14% No change 36,570 $2.1M
Tennessee Valley Asset Management Partners 0.51% Add +0.4% 36,029 $2.1M
National Philanthropic Trust 0.05% Reduce -4.6% 35,920 $2.1M
Main Street Financial Solutions, LLC 0.22% Reduce -5.4% 35,872 $2.1M
Sabal Trust CO 0.12% Add +3.3% 35,786 $2.1M
Insigneo Advisory Services, LLC 0.25% Add +1.4% 35,744 $2.1M
Cobblestone Capital Advisors LLC 0.13% No change 35,412 $2.1M
Gilman Hill Asset Management, LLC 0.37% Reduce -2.5% 35,135 $2.1M
Boston Financial Mangement LLC 0.07% Add +0.4% 35,096 $2.1M
Boltwood Capital Management 0.64% Reduce -6.7% 35,009 $2.1M
Shoker Investment Counsel, Inc. 0.73% Reduce -0.0% 35,105 $2.1M
Cowa, LLC 1.20% Reduce -3.6% 34,804 $2.0M
Strategic Financial Concepts, LLC 0.49% Add +5.5% 34,802 $2.0M
Wedmont Private Capital 0.15% Add +0.3% 34,210 $2.0M
Baker Ellis Asset Management LLC 0.30% Add +5.8% 34,246 $2.0M
Wedbush Securities Inc. 0.07% Add +70.2% 34,224 $2.0M
CENTRAL TRUST Co 0.05% No change 34,215 $2.0M
Truepoint, Inc. 0.06% Reduce -4.2% 34,086 $2.0M
Capital Advisors, Ltd. LLC 0.26% Add +0.7% 33,588 $2.0M
Sightline Wealth Advisors, LLC 1.29% Add +1.1% 33,409 $2.0M
Webster Bank, N. A. 0.22% Add +12.7% 33,390 $2.0M
Bradley Foster & Sargent Inc. 0.04% Reduce -17.4% 33,374 $2.0M
Hall Kathryn A. 0.45% No change 33,250 $2.0M
DHK Financial Advisors, Inc. 1.38% Add +1.4% 33,126 $1.9M
Plancorp, LLC 0.08% Add +1.2% 32,960 $1.9M
Klingman & Associates, LLC 0.14% No change 32,788 $1.9M
Cardiff Park Advisors, LLC 0.18% Add +53.7% 32,569 $1.9M
Monograph Wealth Advisors, LLC 0.28% No change 32,565 $1.9M
Kanawha Capital Management LLC 0.15% Reduce -1.3% 32,300 $1.9M
BOK Financial Private Wealth, Inc. 0.14% Reduce -3.1% 32,298 $1.9M
Sage Rhino Capital LLC 0.45% Reduce -0.4% 32,291 $1.9M
Parallel Advisors, LLC 0.05% Reduce -2.0% 32,167 $1.9M
StoneX Group Inc. 0.17% Add +5.0% 31,950 $1.9M
Gotham Asset Management 0.03% Add +86.3% 31,939 $1.9M
Family CFO Inc 1.16% No change 31,909 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.92% Reduce -0.7% 31,691 $1.9M
Grandfield & Dodd, LLC 0.12% No change 31,663 $1.9M
Signet Financial Management, LLC 0.26% Reduce -0.3% 31,655 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.11% Add +14.0% 31,491 $1.8M
S&co Inc. 0.13% No change 31,424 $1.8M
Ramiah Investment Group 1.73% Add +8.4% 31,292 $1.8M
Apella Capital, LLC 0.09% Add +6.0% 31,105 $1.8M
Two Sigma Securities, LLC 0.09% Add +109.3% 31,064 $1.8M
Brighton Jones LLC 0.07% Add +22.6% 31,009 $1.8M
Staley Capital Advisers Inc. 0.08% No change 30,998 $1.8M
Litman Gregory Wealth Management LLC 0.16% Add +20.6% 30,849 $1.8M
Valeo Financial Advisors, LLC 0.06% Add +4.0% 31,501 $1.8M
One Charles Private Wealth Services, LLC 0.78% Add +3.7% 30,583 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -22.6% 30,109 $1.8M
Great Valley Advisor Group, Inc. 0.05% Add +3.0% 29,944 $1.8M
First American Trust, FSB 0.18% Add +124.8% 29,813 $1.7M
Snowden Capital Advisors LLC 0.06% Add +272.4% 29,658 $1.7M
Graypoint LLC 0.13% Reduce -3.9% 29,587 $1.7M
Camelot Portfolios, LLC 1.70% Reduce -21.1% 29,583 $1.7M
Howard Wealth Management, LLC 1.39% Reduce -0.5% 29,221 $1.7M
Carmichael Hill & Associates, Inc. 0.70% Add +5.8% 28,816 $1.7M
Merit Financial Group, LLC 0.04% Reduce -17.6% 28,809 $1.7M
CORDA Investment Management, LLC. 0.13% Reduce -1.5% 28,715 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.32% No change 28,337 $1.7M
Summit Trail Advisors, LLC 0.04% No change 28,332 $1.7M
RS Crum Inc. 0.44% Reduce -0.7% 27,805 $1.6M
M Holdings Securities, Inc. 0.27% Reduce -9.8% 27,781 $1.6M
Connecticut Wealth Management, LLC 0.09% Add +0.0% 27,651 $1.6M
Allen Investment Management, LLC 0.02% Add +1.2% 27,125 $1.6M
Mengis Capital Management, Inc. 0.25% Add +0.4% 27,018 $1.6M
Northwest Wealth Management, LLC 0.43% Reduce -5.6% 26,617 $1.6M
CX Institutional 0.07% Add +4.1% 26,527 $1.6M
Cozad Asset Management Inc. 0.16% Add +1.8% 26,389 $1.5M
B. Riley Wealth Advisors, Inc. 0.04% Add +116.2% 29,534 $1.5M
Sheets Smith Wealth Management 0.17% Reduce -0.0% 25,950 $1.5M
HM Payson & Co. 0.03% Add +7.0% 25,913 $1.5M
Phillips Wealth Planners LLC 1.74% Add +6.2% 26,856 $1.5M
Atlantic Private Wealth, LLC 1.25% Reduce -3.8% 25,712 $1.5M
Flow Traders U.S. LLC 0.08% Reduce -75.2% 25,676 $1.5M
RFG Advisory, LLC 0.05% Add +110.3% 25,545 $1.5M
Patten Group, Inc. 0.37% Reduce -0.3% 25,483 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Add +0.3% 25,483 $1.5M
Montecito Bank & Trust 0.30% No change 25,366 $1.5M
Venture Visionary Partners LLC 0.07% Reduce -82.6% 25,194 $1.5M
Wesbanco Bank Inc. 0.06% Reduce -0.2% 25,166 $1.5M
Parker Financial LLC 0.83% Reduce -9.2% 24,890 $1.5M
OneAscent Financial Services LLC 0.16% Add +1.4% 24,653 $1.4M
Tobias Financial Advisors, Inc. 0.32% Reduce -2.0% 24,412 $1.4M
First Merchants Corp. 0.11% No change 24,400 $1.4M
Wintrust Investments LLC 0.13% Reduce -1.8% 24,315 $1.4M
Ironwood Financial, llc 0.33% Add +1.3% 24,311 $1.4M
Long Island Wealth Management, Inc. 1.01% Reduce -1.7% 24,292 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +10.4% 24,169 $1.4M
Saxon Interests, Inc. 0.67% Add +6.2% 24,089 $1.4M
Atlantic Union Bankshares Corp 0.12% Reduce -0.2% 24,084 $1.4M
Abacus Planning Group, Inc. 0.28% Reduce -3.1% 24,001 $1.4M
Oxford Financial Group, LTD. LLC 0.10% Reduce -6.1% 23,970 $1.4M
Roundview Capital LLC 0.11% Add +1.0% 23,852 $1.4M
Aries Wealth Management 0.45% Add +3.8% 23,735 $1.4M
Aveo Capital Partners, LLC 0.15% Add +1.5% 23,619 $1.4M
TD Waterhouse Canada Inc. 0.01% Reduce -1.1% 23,364 $1.4M
Atlas Brown,Inc. 0.50% Add +46.0% 23,582 $1.4M
Millennium Management 0.00% Reduce -45.6% 23,211 $1.4M
Warner Financial, Inc. 0.68% Add +1.2% 23,190 $1.4M
EP Wealth Advisors, LLC 0.02% Reduce -1.6% 23,179 $1.4M
Partners in Financial Planning 0.30% Add +0.1% 23,154 $1.4M
Tocqueville Asset Management L.P. 0.02% No change 23,050 $1.4M
Gradient Capital Advisors, LLC 0.50% Reduce -8.1% 23,035 $1.4M
Dentgroup LLC 1.12% Reduce -18.4% 23,020 $1.4M
Appleton Partners Inc. 0.10% Reduce -6.0% 22,935 $1.3M
New England Private Wealth Advisors LLC 0.24% Add +0.1% 22,890 $1.3M
Gateway Wealth Partners, LLC 0.48% Reduce -6.1% 22,637 $1.3M
Gould Asset Management LLC 0.32% Reduce -2.6% 22,365 $1.3M
Wealthfront Advisers LLC 0.00% Add +32.4% 22,329 $1.3M
City of London Investment Management Co. Ltd. 0.11% New 22,300 $1.3M
Visionary Wealth Advisors 0.09% Add +10.5% 22,261 $1.3M
Bristlecone Advisors, LLC 0.11% Reduce -25.9% 22,208 $1.3M
Anson Capital, Inc. 1.87% Add +0.3% 22,197 $1.3M
Atlas Capital Advisors Inc. 0.20% Reduce -25.2% 22,192 $1.3M
Eudaimonia Partners, LLC 0.30% Add +1.5% 21,846 $1.3M
White Lighthouse Investment Management Inc. 0.25% Reduce -4.4% 21,360 $1.3M
Braun-Bostich & Associates Inc. 1.04% Reduce -25.8% 21,273 $1.2M
Boston Research & Management Inc. 0.31% Reduce -0.9% 21,199 $1.2M
Altura Wealth Advisors Inc. 1.46% New 21,163 $1.2M
Phraction Management LLC 0.52% Add +60.8% 21,155 $1.2M
Eudaimonia Advisors LLC 0.65% Add +5.3% 20,949 $1.2M
Slow Capital, Inc. 0.20% Add +4.9% 20,882 $1.2M
Correct Capital Wealth Management 0.28% Reduce -19.0% 20,828 $1.2M
GLOBALT Investments LLC / GA 0.05% No change 20,610 $1.2M
Evergreen Wealth Management, LLC 0.81% No change 20,527 $1.2M
Chapin Davis, Inc. 0.44% Add +0.4% 20,352 $1.2M
Midland Wealth Advisors, LLC 0.07% Reduce -8.3% 20,298 $1.2M
1492 Capital Management LLC 0.66% Add +1.2% 20,265 $1.2M
Susquehanna Foundation 0.39% No change 20,250 $1.2M
J.W. Cole Advisors, Inc. 0.06% Reduce -1.4% 20,258 $1.2M
Greenhouse Wealth Management, LLC 0.89% Reduce -0.0% 20,225 $1.2M
City State Bank 0.52% Add +2.0% 20,129 $1.2M
New Perspectives, Inc 0.65% — 20,093 $1.2M
Cibc World Market Inc. 0.00% Reduce -33.3% 20,052 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +78.3% 20,025 $1.2M
Towneley Capital Management, Inc / DE 0.29% Add +0.1% 19,950 $1.2M
WealthCollab, LLC 0.86% Add +1.1% 19,929 $1.2M
Mgo One Seven LLC 0.06% Add +7.4% 19,914 $1.2M
Virtue Capital Management, LLC 0.21% Reduce -42.7% 20,229 $1.2M
Washington Capital Management, Inc. 0.93% No change 19,595 $1.1M
ProVise Management Group, LLC 0.10% Reduce -16.9% 19,514 $1.1M
Parthenon LLC 0.14% Reduce -5.4% 19,415 $1.1M
Lane & Associates LLC 0.72% New 19,408 $1.1M
Fiducient Advisors LLC 0.22% No change 19,246 $1.1M
American Capital Advisory, LLC 0.98% Reduce -19.1% 21,058 $1.1M
Vicus Capital 0.10% Reduce -19.5% 19,143 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +20.2% 19,104 $1.1M
Archer Investment Corp 0.34% Add +7.8% 19,091 $1.1M
Meritage Portfolio Management 0.07% Reduce -0.3% 18,934 $1.1M
Financial Alternatives, Inc 0.85% Reduce -2.6% 18,839 $1.1M
Maxwell Wealth Strategies Inc. 0.56% Reduce -9.5% 18,509 $1.1M
MontVue Capital Management, Inc. 0.96% No change 18,556 $1.1M
Sand Hill Global Advisors, LLC 0.05% Add +0.0% 18,555 $1.1M
Beacon Bank & Trust 0.27% Add +65.7% 18,545 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +0.3% 18,494 $1.1M
MAS Advisors LLC 1.24% No change 18,322 $1.1M
SageView Advisory Group, LLC 0.05% Add +9.7% 4,296 $1.1M
Roman Butler Fullerton & Co. 0.40% Add +0.1% 18,738 $1.1M
UMB Bank, n.a. 0.02% No change 18,138 $1.1M
Norris Perne & French LLP 0.08% No change 18,072 $1.1M
AQR Capital Management 0.00% New 17,990 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Add +0.7% 17,973 $1.1M
Smith & Howard Wealth Management, LLC 0.33% Add +0.7% 17,956 $1.1M
Ellenbecker Investment Group 0.22% Reduce -2.1% 17,867 $1.0M
MBA Advisors LLC 0.54% Add +3.5% 17,813 $1.0M
Anchor Investment Management, LLC 0.11% Add +4.0% 17,761 $1.0M
Centennial Bank 0.53% Reduce -9.2% 17,618 $1.0M
Old National Bancorp 0.02% Reduce -2.9% 17,516 $1.0M
Shorepath Capital Management LLC 0.81% Add +3.5% 17,437 $1.0M
Alliancebernstein L.P. 0.00% Add +0.2% 17,277 $1.0M
Greenwich Wealth Management LLC 0.08% No change 16,969 $995K
FF Advisors,LLC 0.69% No change 16,910 $992K
Concurrent Investment Advisors, LLC 0.04% Add +0.9% 16,905 $991K
Private Ocean, LLC 0.10% Reduce -24.7% 16,727 $981K
Janiczek Wealth Management, LLC 0.21% No change 16,654 $977K
One Degree Advisors Inc 0.48% Add +0.2% 16,526 $970K
Index Fund Advisors, Inc. 0.05% Add +0.9% 16,450 $965K
Grey Fox Wealth Advisors, LLC 0.36% Reduce -1.4% 16,449 $965K
Zhang Financial LLC 0.07% Reduce -4.1% 16,341 $958K
Petredis Investment Advisors LLC 0.11% No change 16,300 $956K
Lokken Investment Group LLC 0.48% Reduce -3.6% 16,276 $955K
Asset Dedication, LLC 0.07% Add +6.7% 16,231 $953K
Argent Trust Co 0.04% Add +23.5% 16,209 $951K
Ieq Capital, LLC 0.01% Add +44.0% 16,053 $942K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 16,534 $940K
Cornerstone Advisory, LLC 0.13% Reduce -1.9% 15,876 $931K
Kohmann Bosshard Financial Services, LLC 0.13% No change 15,872 $931K
Sound View Wealth Advisors Group, LLC 0.10% Reduce -5.3% 15,833 $929K
Forum Financial Management, LP 0.02% No change 15,766 $925K
Whitegate Investment Counselors, Inc. 0.26% Add +0.0% 15,721 $922K
Regions Financial Corp. 0.01% Add +15.9% 15,721 $922K
Syverson Strege & Co 0.33% No change 15,718 $922K
Betterment LLC 0.00% Reduce -16.9% 15,679 $920K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.23% Add +131.6% 15,598 $915K
Advisory Services Network, LLC 0.02% Add +0.2% 15,592 $914K
Common Fund for Nonprofit Organizations 0.16% Add +242.1% 15,588 $914K
Life Planning Partners, Inc 0.91% Add +0.0% 15,557 $912K
Equitable Holdings, Inc. 0.01% Add +22.9% 15,552 $912K
Destiny Wealth Partners, LLC 0.16% Reduce -1.3% 15,535 $911K
Eclectic Associates Inc. 0.42% No change 15,514 $910K
Cynosure Group, LLC 0.16% Add +0.3% 15,420 $904K
Summit Financial Strategies, Inc. 0.13% Reduce -0.3% 15,402 $903K
Relative Value Partners Group, LLC 0.06% Reduce -7.5% 16,325 $901K
Signaturefd, LLC 0.02% Add +6.5% 15,353 $900K
Traveka Wealth, LLC 0.42% Add +0.3% 15,338 $900K
Apollon Financial, LLC 0.31% Add +2.9% 15,273 $896K
Garde Capital, Inc. 0.06% Reduce -0.1% 15,260 $894K
Fortis Capital Advisors, LLC 0.37% No change 15,187 $891K
Richard C. Young & CO., LTD. 0.11% Reduce -0.2% 15,181 $890K
Red Tortoise LLC 0.50% Add +0.4% 15,152 $889K
Galvin, Gaustad & Stein, LLC 0.08% No change 15,098 $885K
Keystone Financial Group 0.13% Reduce -0.6% 15,092 $885K
Chicago Partners Investment Group LLC 0.04% Reduce -68.5% 15,304 $878K
Up Strategic Wealth Investment Advisors LLC 1.43% No change 14,858 $871K
Merriman Wealth Management, LLC 0.04% Add +0.0% 14,837 $870K
Brewster Financial Planning LLC 0.75% No change 14,832 $870K
Ellevest, Inc. 0.05% Add +2.4% 14,810 $869K
Cypress Point Wealth Management, LLC 0.44% New 14,634 $858K
Harbor Investment Advisory, LLC 0.09% Reduce -46.6% 14,632 $858K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +100.0% 14,622 $858K
Treynor Bancshares, Inc. 0.49% Add +1.8% 14,500 $850K
BlackRock Inc. 0.00% Reduce -12.1% 14,358 $842K
BluePointe Capital Management, LLC 0.58% No change 14,310 $839K
Davis Capital Management 0.75% Reduce -0.7% 14,332 $838K
GC Wealth Management RIA, LLC 0.17% New 14,285 $838K
Modera Wealth Management, LLC 0.01% Reduce -4.3% 14,086 $826K
Claro Advisors Inc. 0.14% Reduce -15.2% 14,071 $825K
Personal Cfo Solutions, LLC 0.13% Reduce -4.2% 13,908 $816K
Insight Advisors, LLC/ PA 0.16% Reduce -0.3% 13,892 $815K
Chemistry Wealth Management LLC 0.22% Reduce -2.9% 13,848 $812K
Sierra Capital LLC 0.11% Add +0.4% 13,826 $811K
Synergy Asset Management, LLC 0.14% Add +35.1% 13,804 $810K
Prostatis Group LLC 0.30% New 13,688 $803K
Worth Asset Management, LLC 0.49% Reduce -49.2% 13,686 $803K
W1M Asset Management Ltd 0.06% Add +32.5% 13,675 $802K
Fort Point Capital Partners LLC 0.11% Reduce -10.2% 13,615 $799K
Charles Schwab Trust Co 0.08% Reduce -51.4% 13,600 $798K
IFG Advisory, LLC 0.06% Add +0.2% 13,517 $793K
Certus Wealth Management, LLC 0.63% Add +14.6% 13,493 $791K
NBT Bank, N.A. 0.06% Reduce -5.0% 13,457 $789K
First Manhattan Co. Llc. 0.00% Reduce -7.7% 13,409 $786K
Novak & Powell Financial Services, Inc. 0.59% Add +1.5% 13,343 $783K
Mesirow Financial Investment Management, Inc. 0.02% Add +17.4% 13,324 $781K
Orion Porfolio Solutions, LLC 0.01% Add +24.2% 13,248 $777K
Orion Portfolio Solutions, LLC 0.01% Add +24.2% 13,248 $777K
GSG Advisors LLC 0.28% Reduce -10.7% 13,176 $771K
Summit Wealth Partners, LLC 0.16% Reduce -4.7% 13,069 $766K
N.E.W. Advisory Services LLC 0.08% Reduce -1.1% 13,056 $766K
WealthShield Partners, LLC 0.12% Reduce -23.3% 13,017 $763K
Probity Advisors, Inc. 0.16% No change 12,999 $762K
Financial Advocates Investment Management 0.04% Add +2.9% 12,879 $756K
CoreCap Advisors, LLC 0.04% Add +5.8% 12,886 $756K
SkyOak Wealth, LLC 0.18% Add +1.7% 12,865 $755K
Union Savings Bank 0.39% Reduce -2.1% 12,813 $751K
Duncker Streett & Co. Inc. 0.15% Reduce -15.6% 12,798 $751K
Glen Eagle Advisors, LLC 0.14% Add +1.2% 12,764 $749K
Rebalance, LLC 0.06% Reduce -1.9% 12,764 $749K
NorthRock Partners, LLC 0.03% Add +6.4% 12,752 $748K
Brown, Lisle/Cummings, Inc. 0.25% Reduce -0.6% 12,657 $742K
Strategic Wealth Partners Group, LLC 0.08% Reduce -12.6% 12,514 $734K
Quantinno Capital Management LP 0.02% Reduce -28.4% 12,432 $729K
RVW Wealth, LLC 0.07% Add +7.8% 12,418 $728K
Sowell Financial Services LLC 0.03% Add +8.4% 12,280 $720K
Western Wealth Management, LLC 0.06% Reduce -41.7% 12,267 $719K
Procyon Advisors, LLC 0.06% Reduce -5.6% 12,265 $719K
Operose Advisors LLC 0.24% No change 12,249 $718K
Wescott Financial Advisory Group, LLC 0.09% Add +129.1% 12,230 $717K
AdvisorNet Financial, Inc 0.07% Add +202.2% 12,219 $717K
Brand Asset Management Group, Inc. 0.31% Reduce -41.6% 12,174 $714K
Busey Bank 0.03% Reduce -3.4% 12,096 $709K
FRG Family Wealth Advisors LLC 0.14% Add +38.8% 12,344 $706K
Factory Mutual Insurance Co. 0.01% No change 12,000 $704K
Kwmg, LLC 0.08% Reduce -16.9% 11,893 $698K
Forza Wealth Management, LLC 0.36% No change 11,820 $693K
Collective Family Office LLC 0.22% Reduce -2.1% 11,740 $689K
RTD Financial Advisors, Inc. 0.09% Reduce -10.7% 11,734 $688K
OMNI 360 Wealth, Inc. 0.57% Add +9.5% 11,731 $688K
AIMZ Investment Advisors, LLC 0.26% Add +0.0% 11,694 $686K
First National Bank of Omaha 0.05% No change 11,250 $682K
Financial Counselors Inc. 0.01% Add +2.7% 11,633 $682K
Old North State Trust, LLC 0.58% — 11,627 $682K
Iams Wealth Management, LLC 0.42% Add +54.2% 11,996 $682K
Rathbones Group PLC 0.00% Reduce -2.1% 11,610 $681K
Petix & Botte Co 0.17% Add +45.1% 11,610 $681K
Compass Financial Group, INC 0.16% Reduce -6.8% 11,437 $671K
Capital City Trust Co. 0.19% Reduce -0.3% 11,422 $670K
Orcam Financial Group 0.73% New 11,414 $669K
Skyline Advisors, Inc. 0.30% No change 11,406 $669K
Cranbrook Wealth Management, LLC 0.17% Reduce -2.1% 11,388 $668K
Csenge Advisory Group 0.04% Add +11.7% 11,294 $662K
Marcum Wealth, LLC 0.07% Add +0.9% 11,267 $661K
Barclays PLC 0.00% No change 11,135 $653K
Strategies Wealth Advisors, LLC 0.10% Add +11.1% 11,106 $651K
Lindbrook Capital, LLC 0.06% Add +3240.4% 11,090 $650K
Pioneer Wealth Management Group 0.37% Reduce -0.5% 10,949 $642K
Sentry LLC 0.12% No change 10,870 $638K
Ellis Investment Partners, LLC 0.14% Add +1.8% 10,743 $630K
Smith Salley Wealth Management 0.05% Add +2.3% 10,736 $630K
Noble Family Wealth, LLC 0.18% Add +1.9% 10,733 $629K
McClarren Financial Advisors, Inc. 0.45% Add +0.4% 10,643 $625K
Alpha Omega Wealth Management LLC 0.12% Add +0.1% 10,655 $625K
Cannell & Spears LLC 0.01% No change 10,626 $623K
Verus Capital Partners, LLC 0.07% Add +2.2% 10,541 $618K
UNIVEST FINANCIAL Corp 0.17% Reduce -9.1% 10,523 $617K
Private Capital Management, LLC 0.07% Reduce -1.5% 10,515 $617K
Koshinski Asset Management, Inc. 0.06% Add +178.9% 10,474 $614K
Wealth Architects, LLC 0.08% Reduce -0.5% 10,416 $611K
Capstone Financial Advisors, Inc. 0.04% Add +0.1% 10,402 $610K
Forte Capital LLC 0.08% No change 10,400 $610K
JFS Wealth Advisors, LLC 0.05% No change 10,355 $607K
Barnes Pettey Financial Advisors, LLC 0.52% No change 10,274 $603K
Bull Street Advisors, LLC 0.29% Add +3.2% 10,247 $601K
FineMark National Bank & Trust 0.02% Reduce -5.2% 10,246 $601K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.0% 10,196 $598K
TCI Wealth Advisors, Inc. 0.06% No change 10,137 $595K
Allworth Financial LP 0.00% Add +101.5% 10,058 $590K
Choreo, LLC 0.02% Reduce -0.2% 10,051 $589K
Sandy Cove Advisors, LLC 0.27% Reduce -29.2% 9,947 $583K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +5.9% 9,845 $577K
U.S. Capital Wealth Advisors, LLC 0.02% No change 9,737 $571K
Valued Retirements, Inc. 0.91% No change 9,719 $570K
Annapolis Financial Services, LLC 0.19% Add +12.7% 9,713 $570K
Etfidea, LLC 0.19% Add +3.8% 9,674 $567K
Executive Wealth Management, LLC 0.05% Reduce -96.5% 9,600 $561K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Add +0.8% 9,569 $561K
Lakewood Asset Management LLC 0.37% Add +0.3% 9,392 $551K
Hyman Charles D 0.03% Add +1.8% 9,336 $548K
Eagle Harbor Asset Management Inc. 0.58% Reduce -10.1% 10,874 $546K
Investment Research & Advisory Group, Inc. 0.25% No change 9,255 $543K
Horizon Family Wealth, Inc. 0.42% No change 9,180 $538K
Cedar Brook Financial Partners, LLC 0.11% Add +0.3% 9,146 $536K
Soltis Investment Advisors LLC 0.06% Add +131.8% 9,124 $535K
Cahill Financial Advisors Inc. 0.07% Add +3.0% 9,077 $532K
Ciovacco Capital Management LLC 0.36% Reduce -70.0% 9,061 $531K
SeaCrest Wealth Management, LLC 0.06% Reduce -10.9% 9,041 $530K
Silver Oak Advisory Group, Inc. 0.30% Add +0.8% 9,025 $530K
Fermata Advisors, LLC 0.12% Reduce -6.9% 9,015 $529K
Trustmark Bank Trust Department 0.04% No change 8,994 $527K
Madison Wealth Partners, Inc 0.19% No change 8,990 $527K
JGP Wealth Management, LLC 0.08% Add +14.7% 8,980 $527K
Axxcess Wealth Management, LLC 0.01% Reduce -83.4% 8,798 $516K
WealthBridge Investment Counsel Inc. 0.19% Add +5.1% 8,705 $511K
EagleClaw Capital Managment, LLC 0.09% No change 8,700 $510K
Single Point Partners, LLC 0.12% Add +7.3% 8,692 $510K
Smallwood Wealth Investment Management, LLC 0.39% Add +0.0% 8,656 $508K
Boston Trust Walden Corp 0.00% Add +3.3% 8,627 $506K
Courage Miller Partners, LLC 0.17% Reduce -0.4% 8,622 $506K
Glaxis Capital Management, LLC 0.94% No change 4,304 $503K
Nia Impact Advisors, LLC 0.20% — 8,528 $500K
LifePlan Financial, LLC 0.46% Add +5.2% 8,519 $500K
PrairieView Partners, LLC 0.06% Reduce -0.3% 8,506 $499K
Owen LaRue, LLC 0.31% Reduce -15.1% 8,402 $493K
Evergreen Advisors, LLC 0.15% Add +0.4% 8,391 $492K
Safeguard Financial, LLC 0.16% Add +2.5% 8,321 $488K
Westmount Partners, LLC 0.17% Reduce -3.5% 8,274 $485K
Cascade Investment Group, Inc. 0.36% Reduce -7.9% 8,257 $484K
Debussy Capital Management LP 0.14% Reduce -32.7% 8,140 $483K
Bouchey Financial Group, Ltd. 0.05% No change 8,228 $483K
Jacobi Capital Management LLC 0.04% Add +10.1% 8,211 $482K
Hartline Investment Corp./ 0.08% New 8,199 $481K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -1.0% 8,199 $481K
Plum Street Advisors, LLC 0.24% No change 7,609 $479K
Evoke Wealth, LLC 0.01% New 8,070 $473K
Crescent Grove Advisors, LLC 0.05% No change 8,040 $472K
YHB Investment Advisors, Inc. 0.04% Add +0.0% 8,032 $471K
Harbour Investments, Inc. 0.02% Add +5.3% 7,995 $469K
Proficio Capital Partners LLC 0.05% No change 7,972 $468K
Cahill Wealth Management, LLC 0.27% Reduce -6.2% 7,967 $467K
Blue Barn Wealth, LLC 0.26% Reduce -13.7% 7,942 $466K
Martel Wealth Advisors LLC 0.10% Add +0.4% 7,858 $461K
Armbruster Capital Management, Inc. 0.10% No change 7,851 $460K
Seven Springs Wealth Group, LLC 0.18% No change 7,850 $460K
LMCG Investments, LLC 0.03% No change 7,850 $460K
American Investment Services, Inc. 0.08% Reduce -9.3% 7,835 $460K
Clifford Swan Investment Counsel LLC 0.02% Add +0.0% 7,810 $458K
Capital Investment Advisors, LLC 0.01% Add +9.3% 7,705 $452K
Gleason Group, Inc. 0.09% Add +0.4% 7,692 $451K
First National Corp. /Ma/ 0.11% No change 8,016 $450K
Capstone Wealth Management Group, LLC 0.32% Add +0.4% 7,673 $450K
Mayport, LLC 0.17% Add +2.5% 7,670 $450K
Hall Laurie J Trustee 0.16% No change 7,646 $448K
Topel & Distasi Wealth Management, LLC 0.20% Reduce -1.9% 7,604 $446K
Bill Few Associates, Inc. 0.18% Reduce -3.1% 7,590 $445K
Passive Capital Management, LLC. 0.17% No change 7,587 $445K
Florida Trust Wealth Management Co 0.02% Add +8.7% 7,587 $445K
Annex Advisory Services, LLC 0.02% Reduce -65.8% 7,563 $444K
Gilbert & Cook, Inc. 0.06% Reduce -24.1% 7,545 $443K
WealthPLAN Partners, LLC 0.05% No change 7,506 $440K
Pine Haven Investment Counsel, Inc 0.39% No change 7,463 $438K
Moneco Advisors, LLC 0.07% Reduce -0.0% 7,378 $433K
Farrell Financial LLC 0.35% Add +11.7% 7,323 $430K
Farther Finance Advisors, LLC 0.03% Reduce -6.0% 7,337 $429K
Capasso Planning Partners LLC 0.18% Reduce -21.6% 7,267 $426K
Arlington Financial Advisors, LLC 0.09% Reduce -79.9% 7,232 $424K
Christensen, King & Associates Investment Services, Inc. 0.21% Reduce -0.2% 7,177 $421K
Nicolet Bankshares Inc. 0.09% Add +95.1% 7,166 $420K
Prime Capital Investment Advisors, LLC 0.01% Add +11.7% 7,159 $420K
Angeles Wealth Management, LLC 0.04% Reduce -11.2% 7,127 $418K
Principal Securities, Inc. 0.01% Add +0.8% 7,115 $417K
J. W. Coons Advisors, LLC 0.07% No change 7,060 $414K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.2% 7,032 $412K
First Heartland Consultants, Inc. 0.04% Reduce -36.0% 7,032 $412K
Austin Private Wealth, LLC 0.05% Reduce -0.8% 7,002 $410K
Wimmer Associates 1, LLC 0.21% Add +20.9% 6,933 $407K
Fisher Asset Management 0.00% Reduce -12.4% 6,908 $405K
Geneos Wealth Management Inc. 0.02% Reduce -1.9% 6,878 $403K
Bradley & Co. Private Wealth Management, LLC 0.32% No change 6,763 $397K
Level Four Advisory Services, LLC 0.02% No change 7,044 $395K
Logan Capital Management Inc. 0.02% Add +0.3% 6,729 $395K
World Equity Group, Inc. 0.08% No change 6,722 $394K
Banco Santander, S.A. 0.00% Reduce -16.0% 6,646 $390K
Pittenger & Anderson Inc. 0.02% Reduce -51.5% 6,600 $387K
Oppenheimer Asset Management Inc. 0.01% Reduce -97.9% 6,532 $383K
Fonville Wealth Management LLC 0.17% New 6,529 $383K
NorthLanding Financial Partners, LLC 0.42% No change 6,520 $382K
LMG Wealth Partners, LLC 0.10% No change 6,509 $382K
Robinswood Financial LLC 0.16% Reduce -3.7% 6,525 $382K
Argent Advisors, Inc. 0.15% No change 6,500 $381K
Deutsche Bank AG 0.00% Reduce -73.3% 6,500 $381K
49 Wealth Management, LLC 0.08% Reduce -9.0% 6,513 $381K
S.A. Mason LLC 0.23% Reduce -13.4% 6,471 $380K
MB Generational Wealth, LLC 0.29% Reduce -13.7% 5,523 $376K
Waddell & Associates, LLC 0.05% No change 6,400 $375K
Financial Partners Group, LLC 0.14% No change 6,320 $371K
Droms Strauss Advisors Inc. /Mo/ 0.14% No change 6,311 $370K
Whalerock Point Partners, LLC 0.10% Add +3.5% 6,285 $369K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -12.9% 6,283 $368K
Scotia Capital Inc. 0.00% Add +0.2% 6,182 $363K
Roberts Glore & Co. Inc. 0.11% No change 6,153 $361K
Bedel Financial Consulting, Inc. 0.06% No change 6,144 $360K
HBK Sorce Advisory LLC 0.01% Add +0.0% 6,112 $358K
IHT Wealth Management, LLC 0.01% Add +50.0% 6,098 $358K
Caldwell Trust Co 0.04% No change 6,077 $356K
Sierra Summit Advisors LLC 0.10% Reduce -4.5% 6,055 $355K
Capital International Investors 0.00% Reduce -51.3% 6,029 $354K
Butensky & Cohen Financial Security, Inc. 0.11% Reduce -2.9% 6,007 $352K
Schechter Investment Advisors, LLC 0.03% Reduce -49.8% 5,957 $349K
Icon Wealth Advisors, LLC 0.03% Add +0.2% 5,927 $348K
Van Hulzen Asset Management, LLC 0.02% Reduce -4.0% 5,920 $347K
Eagle Ridge Investment Management 0.03% Add +0.5% 5,911 $347K
Nicolet Advisory Services, LLC 0.04% Reduce -42.6% 5,896 $346K
Southland Equity Partners LLC 0.10% Reduce -1.2% 5,897 $346K
McGlone Suttner Wealth Management, Inc. 0.06% No change 5,891 $346K
Summit X, LLC 0.09% Reduce -1.9% 5,851 $343K
Vance Wealth, LLC 0.14% Add +3.4% 5,850 $343K
BKM Wealth Management, LLC 0.15% Reduce -92.8% 5,843 $343K
Unionview, LLC 0.28% Add +0.4% 5,837 $342K
West Bancorporation Inc. 0.22% Add +8.5% 5,809 $341K
Wellington Management Group LLP 0.00% No change 5,785 $339K
Strategic Financial Partners, Ltd. 0.19% Reduce -1.8% 5,774 $339K
Clarity Capital Advisors, LLC 0.27% Reduce -8.1% 5,762 $338K
Goelzer Investment Management, Inc. 0.02% No change 5,709 $335K
Cherrydale Wealth Management, LLC 0.16% Add +0.4% 5,679 $333K
Lantern Wealth Advisors, LLC 0.23% Add +0.0% 5,642 $331K
Stuart Investment Advisors, Inc. 0.21% Add +0.4% 5,612 $329K
Strategic Blueprint, LLC 0.02% Add +7.8% 5,596 $328K
Pallas Capital Advisors LLC 0.01% New 5,595 $328K
HRT Financial LP 0.00% New 5,600 $328K
Fidelis Capital Partners, LLC 0.05% New 5,568 $327K
LexAurum Advisors, LLC 0.08% Reduce -6.7% 5,550 $325K
Baxter Bros Inc. 0.04% No change 5,548 $325K
Red Door Wealth Management, LLC 0.06% Add +0.0% 5,498 $322K
Vantage Investment Partners, LLC 0.03% Reduce -3.1% 5,493 $322K
Petra Financial Advisors Inc. 0.23% Add +0.1% 5,442 $319K
Talisman Wealth Advisors LLC 0.40% Add +0.1% 5,422 $318K
Mathes Company, Inc. 0.12% New 5,400 $317K
One Day In July LLC 0.04% Add +1.6% 5,389 $316K
Transform Wealth, LLC 0.03% Add +0.0% 5,386 $316K
Tacita Capital Inc 0.22% Reduce -13.4% 5,382 $316K
Tudor Investment Corporation 0.00% New 5,380 $316K
Advus Financial Partners, LLC 0.10% Reduce -14.9% 5,338 $313K
ARK & TLK Investments, LLC 0.12% Add +0.4% 5,335 $313K
Retirement Planning Group, LLC 0.02% Add +23.2% 5,316 $312K
High Net Worth Advisory Group LLC 0.10% No change 5,300 $311K
Navellier & Associates Inc. 0.04% New 5,286 $310K
Legacy Private Trust Co. 0.02% New 5,251 $308K
Brightwater Advisory LLC 0.25% Add +2.3% 5,239 $307K
Principle Wealth Partners LLC 0.02% New 5,226 $307K
Ironwood Investment Counsel, LLC 0.05% Add +15.1% 5,225 $306K
SWAN Capital LLC 0.17% New 5,212 $306K
Lazard Asset Management LLC 0.00% Reduce -40.0% 5,194 $304K
Latitude Advisors, LLC 0.19% Reduce -10.2% 5,170 $303K
Capital Planning Advisors, LLC 0.05% Reduce -5.1% 5,164 $303K
Old Mission Investment Co LLC 0.10% Reduce -4.0% 5,155 $302K
Vision Capital Management, Inc. 0.04% No change 5,105 $299K
Stewart & Patten Co. LLC 0.04% No change 5,100 $299K
First Interstate Bank 0.02% Reduce -0.2% 5,100 $299K
Quarry Hill Advisors, LLC 0.22% Add +0.1% 5,095 $299K
Altiora Financial Group, LLC 0.08% No change 5,070 $297K
Leo Wealth, LLC 0.03% No change 5,044 $296K
Shayne & Jacobs, LLC 0.08% No change 4,980 $292K
Waller Financial Planning Group, Inc. 0.08% No change 4,936 $289K
Bokf, NA 0.01% No change 4,950 $289K
Daymark Wealth Partners, LLC 0.02% Add +1.3% 4,929 $289K
Sterling Group Wealth Management, LLC 17.72% Reduce -61.8% 4,920 $289K
Bank of Nova Scotia 0.00% New 4,905 $288K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -2.4% 4,898 $287K
Gradient Investments LLC 0.01% Reduce -48.5% 4,896 $287K
Elmwood Wealth Management, Inc. 0.12% New 4,884 $286K
Kingswood Wealth Advisors, LLC 0.03% New 4,831 $283K
Pettyjohn, Wood & White, Inc. 0.06% Add +1.8% 4,810 $282K
EPIQ Capital Group, LLC 0.11% Add +0.4% 4,808 $282K
Investment Advisory Group, LLC 0.12% No change 4,804 $282K
Ausdal Financial Partners, Inc. 0.03% No change 4,795 $281K
Evanson Asset Management, LLC 0.02% Add +0.2% 4,781 $280K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 4,760 $279K
Stone Summit Wealth LLC 0.10% No change 4,755 $279K
Choate Investment Advisors 0.01% New 4,740 $278K
Private Portfolio Partners LLC 0.06% Reduce -6.2% 4,735 $278K
Denver PWM, LLC 0.11% Add +0.4% 4,756 $277K
American Financial & Tax Strategies Inc. 0.15% Reduce -0.9% 4,722 $277K
Peterson Wealth Advisors, LLC 0.06% Add +0.4% 4,674 $274K
Independent Financial Group, LLC 0.01% Add +11.8% 4,673 $274K
Strategic Financial Services, Inc. 0.02% Add +2.0% 4,671 $274K
Omega Financial Group, LLC 0.11% Add +0.3% 4,632 $272K
Hedges Asset Management LLC 0.19% No change 4,600 $270K
Arrowroot Family Office, LLC 0.17% No change 4,577 $268K
Occidental Asset Management, LLC 0.05% Reduce -4.9% 4,564 $268K
Detalus Advisors, LLC 0.10% Add +4.2% 4,561 $268K
CWA Asset Management Group, LLC 0.02% Reduce -9.9% 4,560 $267K
Coastwise Capital Group, LLC 0.25% No change 4,540 $266K
Schiavi & Co LLC 0.10% No change 4,519 $265K
Stephenson & Company, Inc. 0.19% No change 4,507 $264K
Stonebrook Private Inc. 0.08% Reduce -31.7% 4,483 $263K
Pine Harbor Wealth Management, LLC 0.17% Add +4.0% 4,473 $262K
Johnson Financial Group, Inc. 0.01% Add +28.6% 4,470 $262K
Mitchell Sinkler & Starr 0.07% Reduce -80.4% 4,454 $261K
RDA Financial Network 0.09% Reduce -0.3% 4,445 $261K
TFB Advisors LLC 0.09% New 4,554 $260K
Basepoint Wealth LLC 0.20% No change 4,437 $260K
Plante Moran Financial Advisors, LLC 0.03% Reduce -16.4% 4,428 $260K
Texas Capital Bancshares Inc 0.12% No change 4,392 $258K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +170.5% 4,387 $257K
Retirement Income Solutions, Inc. 0.06% New 4,375 $257K
Strategic Wealth Partners, Ltd. 0.03% Reduce -11.4% 4,367 $256K
WNY Asset Management, LLC 0.04% No change 4,357 $256K
Capital Group Private Client Services, Inc. 0.00% No change 4,347 $255K
Sepio Capital, LP 0.02% Add +0.4% 4,347 $255K
Beacon Harbor Wealth Advisors, Inc. 0.07% No change 4,328 $254K
Aerodigm Wealth, LLC 0.10% New 4,318 $253K
Salem Investment Counselors Inc. 0.01% No change 4,310 $253K
FSM Wealth Advisors, LLC 0.09% Reduce -2.9% 4,308 $253K
Pavion Blue Capital, LLC 0.12% No change 4,306 $253K
MJP Associates Inc. 0.05% No change 4,281 $251K
West Michigan Advisors, LLC 0.08% New 4,281 $251K
Cassady Schiller Wealth Management, LLC 0.11% Reduce -0.0% 4,276 $251K
Carolinas Wealth Consulting LLC 0.05% Add +0.3% 4,271 $250K
Hamilton Wealth, LLC 0.08% New 4,266 $250K
BCS Wealth Management 0.08% No change 4,269 $250K
Headinvest, LLC 0.05% No change 4,255 $250K
Northern Capital Management, Inc. 0.17% Add +16.3% 4,248 $249K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.3% 4,246 $249K
First Trust Direct Indexing L.P. 0.02% New 4,243 $249K
Pinnacle Bancorp, Inc. 0.07% No change 4,234 $248K
USA Financial Formulas 0.04% Reduce -14.8% 4,233 $248K
Retirement Planning Co of New England, Inc. 0.14% Reduce -5.1% 4,233 $248K
Causeway Capital Management LLC 0.01% Reduce -61.5% 4,225 $248K
Sageworth Trust Co of South Dakota 0.38% Add +11.1% 4,224 $248K
Fifth Third Wealth Advisors LLC 0.04% Reduce -0.7% 4,171 $245K
Aspen Wealth Management LLC 0.09% Reduce -13.6% 4,160 $244K
Aspire Capital Advisors LLC 0.08% Add +0.2% 4,155 $244K
Aptus Capital Advisors, LLC 0.01% Add +273.0% 4,148 $243K
Discipline Wealth Solutions, LLC 0.22% Reduce -44.3% 4,143 $242K
Blue Trust, Inc. 0.00% Add +13.8% 4,107 $241K
Walkner Condon Financial Advisors LLC 0.05% Reduce -0.4% 4,106 $241K
Uptick Partners, LLC 0.18% Reduce -14.5% 4,096 $240K
Horan Securities, Inc. 0.11% Reduce -19.7% 4,074 $239K
Certuity, LLC 0.02% Add +4.9% 4,051 $237K
Kiely Wealth Advisory Group, Inc. 0.13% No change 4,088 $236K
CNB Bank 0.12% No change 4,031 $236K
Hanover Advisors Inc. 0.10% Add +7.6% 4,014 $235K
Mosaic Family Wealth Partners, LLC 0.04% No change 3,978 $233K
First Bank & Trust 0.05% No change 3,950 $232K
Cannon Financial Strategists, Inc. 0.05% No change 3,946 $231K
Lanark Financial, Inc. 0.02% Reduce -3.4% 3,925 $231K
Tyche Wealth Partners LLC 0.06% Reduce -9.6% 3,918 $230K
Almanack Investment Partners, LLC. 0.04% New 3,917 $230K
Acropolis Investment Management, LLC 0.01% Reduce -2.5% 3,910 $229K
Alliance Wealth Management Group 0.07% Reduce -1.3% 3,901 $229K
Towercrest Capital Management 0.04% Reduce -1.3% 3,901 $229K
Wealth Dimensions Group, Ltd. 0.07% Add +0.1% 3,900 $229K
Integral Investment Advisors, Inc. 0.09% New 3,886 $228K
Bordeaux Wealth Advisors LLC 0.08% Reduce -43.3% 3,880 $228K
Financial Planning & Information Services, Inc. 0.03% No change 3,867 $227K
Barlow Wealth Partners, LLC 0.03% No change 3,971 $227K
Kathmere Capital Management, LLC 0.03% Add +0.6% 3,840 $225K
Coordinated Financial Services, Inc. 0.20% — 3,820 $224K
Camelot Technology Advisors, Inc. 0.21% No change 3,800 $223K
Zacks Investment Management 0.00% No change 3,800 $223K
Synovus Financial Corp. 0.00% Add +0.2% 3,730 $219K
Naples Global Advisors, LLC 0.02% Reduce -0.7% 3,725 $218K
Edgestream Partners, L.P. 0.01% New 3,700 $217K
Townsquare Capital LLC 0.00% Reduce -84.0% 3,683 $216K
Confluence Wealth Services, Inc. 0.02% New 3,673 $215K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.2% 3,665 $215K
Gries Financial LLC 0.04% New 3,664 $215K
Pekin Hardy Strauss, Inc. 0.03% Reduce -20.6% 3,660 $215K
Gray Wealth Management Inc. 0.10% Add +0.0% 3,630 $213K
GAMMA Investing LLC 0.04% Add +793.6% 3,628 $213K
American Trust 0.02% Reduce -3.5% 3,623 $212K
TD Capital Management LLC 0.02% Add +0.2% 3,606 $212K
Gordian Advisors LLC 0.19% No change 3,606 $211K
Paragon Advisors, LLC 0.08% Reduce -71.6% 3,588 $210K
AllSquare Wealth Management LLC 0.12% Reduce -20.6% 3,587 $210K
Planned Solutions, Inc. 0.10% No change 3,587 $210K
Realta Investment Advisors 0.04% Reduce -6.3% 3,582 $210K
Element Wealth, LLC 0.12% Reduce -4.7% 3,581 $210K
Dominguez Wealth Management Solutions, Inc. 0.17% Add +0.2% 3,579 $210K
Colton Groome Financial Advisors, LLC 0.08% New 3,535 $207K
SilverOak Wealth Management LLC 0.05% New 3,533 $207K
Checchi Capital Advisers, LLC 0.02% Reduce -7.7% 3,526 $207K
Copperleaf Capital, LLC 0.18% New 3,519 $206K
TCTC Holdings, LLC 0.01% No change 3,500 $205K
Shakespeare Wealth Management, LLC 0.06% New 3,487 $205K
AE Wealth Management LLC 0.00% Reduce -84.8% 3,456 $203K
Werba Rubin Papier Wealth Management 0.06% Reduce -70.2% 3,441 $202K
Radnor Capital Management, LLC 0.03% New 3,406 $200K
CreativeOne Wealth, LLC 0.01% New 3,410 $200K
Colonial Trust Advisors 0.02% No change 3,350 $196K
Opal Wealth Advisors, LLC 0.07% New 3,280 $192K
Cornerstone Planning Group LLC 0.06% Reduce -13.1% 3,231 $189K
EverSource Wealth Advisors, LLC 0.01% Add +45.6% 3,302 $189K
NCP Inc. 0.13% — 3,137 $184K
Northwest Capital Management Inc 0.06% No change 3,082 $181K
Qube Research & Technologies Ltd 0.00% Reduce -80.7% 3,045 $179K
ESL Trust Services, LLC 0.05% New 2,966 $174K
Independence Bank of Kentucky 0.05% No change 2,939 $172K
FAS Wealth Partners, Inc. 0.01% Add +3.2% 2,807 $165K
MidAtlantic Capital Management, Inc. 0.14% No change 2,801 $164K
Zeit Capital LLC 0.13% Reduce -10.9% 2,743 $161K
Sandy Spring Bank 0.01% Add +0.1% 2,620 $154K
Mondrian Investment Partners LTD 0.00% Add +92.0% 2,558 $150K
Brown Brothers Harriman & Co. 0.00% No change 2,520 $148K
Evermay Wealth Management LLC 0.02% No change 2,421 $142K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.2% 2,364 $138K
Optimum Investment Advisors 0.06% Add +1.4% 2,233 $131K
Tower Research Capital LLC (TRC) 0.00% New 2,220 $130K
Avion Wealth 0.03% Add +0.1% 2,092 $123K
Solstein Capital, LLC 0.08% Add +54.0% 1,997 $117K
Elevation Wealth Partners, LLC 0.06% Add +0.4% 1,917 $112K
Frazier Financial Advisors, LLC 0.09% Add +0.4% 1,889 $111K
Intelligent Financial Strategies 0.07% Add +0.4% 1,887 $111K
Private Trust Co. NA 0.01% Reduce -16.4% 1,846 $108K
Centaurus Financial, Inc. 0.01% No change 1,810 $106K
Larson Financial Group LLC 0.01% Add +0.2% 1,786 $105K
LGT Financial Advisors LLC 0.12% No change 1,745 $102K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $102K
Avior Wealth Management, LLC 0.00% Add +327.2% 1,726 $101K
Central Pacific Bank - Trust Division 0.01% — 1,711 $100K
Grove Bank & Trust 0.02% No change 1,700 $100K
Bollard Group LLC 0.00% Add +0.4% 1,689 $99K
Quadrant Capital Group LLC 0.01% No change 1,682 $99K
Evolution Advisers, Inc. 0.06% Reduce -28.5% 1,649 $97K
Glass Jacobson Investment Advisors llc 0.04% Reduce -60.4% 1,614 $95K
Versant Capital Management, Inc 0.03% Reduce -26.2% 1,594 $93K
Legacy Bridge, LLC 0.05% No change 1,552 $91K
Smartleaf Asset Management LLC 0.02% Add +57.9% 1,502 $88K
Eagle Bay Advisors LLC 0.06% No change 1,500 $88K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,470 $86K
Pacifica Partners Inc. 0.03% Add +0.9% 1,352 $79K
Heritage Wealth Advisors 0.00% Add +182.8% 1,312 $77K
TruNorth Capital Management, LLC 0.03% — 1,297 $76K
Crewe Advisors LLC 0.01% Reduce -1.0% 1,285 $75K
Jamison Private Wealth Management, Inc. 0.01% Add +0.3% 1,260 $74K
Financial Freedom, LLC 0.04% Add +0.3% 1,199 $70K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $70K
Planning Capital Management Corp 0.05% Reduce -41.1% 1,167 $68K
Rothschild Investment LLC 0.00% No change 1,085 $64K
Bangor Savings Bank 0.01% Add +3.4% 1,080 $63K
LifeSteps Financial, Inc. 0.05% New 1,058 $62K
Rosenberg Matthew Hamilton 0.02% No change 1,031 $60K
Private Capital Management LLC 0.01% Add +8.4% 1,007 $59K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -39.9% 1,000 $59K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $59K
Belmont Capital, LLC 0.02% No change 997 $58K
Continuum Advisory, LLC 0.01% Reduce -85.7% 953 $56K
Arlington Trust Co LLC 0.01% No change 955 $56K
Provenance Wealth Advisors, LLC 0.01% New 944 $55K
Center for Financial Planning, Inc. 0.01% No change 941 $55K
Fortitude Family Office, LLC 0.04% Add +0.3% 925 $54K
Westside Investment Management, Inc. 0.01% Reduce -10.9% 909 $53K
RFP Financial Group LLC 0.02% No change 893 $52K
Bogart Wealth, LLC 0.00% Add +0.1% 887 $52K
Financial Perspectives, Inc 0.02% No change 824 $48K
Institutional & Family Asset Management, LLC 0.01% Reduce -93.7% 815 $48K
Private Wealth Management Group, LLC 0.02% No change 805 $47K
Gables Capital Management Inc. 0.03% No change 800 $47K
Dixon Mitchell Investment Counsel Inc. 0.00% New 800 $47K
Salomon & Ludwin, LLC 0.00% No change 799 $47K
Spotlight Asset Group, Inc. 0.03% No change 795 $47K
Founders Financial Alliance, LLC 0.01% No change 751 $44K
Tyler-Stone Wealth Management 0.02% No change 748 $44K
LRI Investments, LLC 0.01% — 727 $43K
Parkside Financial Bank & Trust 0.01% No change 679 $40K
Addison Advisors LLC 0.01% Reduce -61.5% 671 $39K
Bromfield Sneider Wealth Advisors 0.02% No change 670 $39K
Halpern Financial, Inc. 0.01% No change 648 $38K
Retirement Group, LLC 0.01% Add +0.5% 637 $37K
Key Financial Inc 0.01% No change 629 $37K
JDM Financial Group LLC 0.03% Add +0.3% 617 $36K
Boyd Watterson Asset Management LLC 0.01% No change 607 $36K
Bfsg, LLC 0.00% No change 570 $33K
Concourse Financial Group Securities, Inc. 0.00% No change 566 $33K
CVA Family Office, LLC 0.01% Add +0.2% 524 $31K
SOA Wealth Advisors, LLC. 0.01% Add +97.7% 516 $30K
Fairman Group, LLC 0.03% New 512 $30K
Vermillion & White Wealth Management Group, LLC 0.02% New 510 $30K
Guardian Wealth Management, Inc. 0.02% Add +0.2% 501 $29K
Global Assets Advisory, LLC 0.02% New 500 $29K
Nvwm, LLC 0.01% No change 481 $28K
Tsfg, LLC 0.01% Reduce -43.7% 478 $28K
HighMark Wealth Management LLC 0.02% Add +75.8% 457 $27K
Financial Gravity Asset Management, Inc. 0.01% No change 475 $27K
Sound Income Strategies, LLC 0.00% Reduce -70.3% 415 $24K
RE Dickinson Investment Advisors, LLC 0.01% No change 408 $24K
Creative Financial Designs Inc. 0.00% No change 402 $24K
FinTrust Capital Advisors, LLC 0.00% Add +285.6% 401 $24K
Hartford Financial Management Inc. 0.01% No change 400 $23K
Baldwin Wealth Partners LLC 0.00% No change 400 $23K
Rain Capital Management, LLC 0.02% Add +0.3% 396 $23K
Mascoma Wealth Management LLC 0.01% No change 391 $23K
Stephens Consulting, LLC 0.01% No change 372 $22K
Northwest Investment Counselors, LLC 0.01% New 365 $21K
Colonial Trust Co / SC 0.00% Reduce -36.4% 350 $21K
Sugarloaf Wealth Management, LLC 0.00% Add +0.3% 338 $20K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 311 $18K
Clearstead Trust, LLC 0.00% Add +1084.6% 308 $18K
Wetzel Investment Advisors, Inc. 0.01% No change 321 $18K
Horizons Wealth Management 0.01% No change 317 $18K
Sanctuary Wealth Management, L.L.C. 0.01% No change 295 $17K
Clean Yield Group 0.01% Add +0.0% 260 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 226 $13K
ICA Group Wealth Management, LLC 0.00% No change 225 $13K
Oakworth Capital, Inc. 0.00% No change 217 $13K
Highline Wealth Partners LLC 0.00% Add +0.5% 201 $12K
Piscataqua Savings Bank 0.01% Reduce -50.0% 200 $12K
Atticus Wealth Management, LLC 0.00% No change 197 $12K
Hanson & Doremus Investment Management 0.00% Add +21.0% 190 $11K
Cambridge Trust Co. 0.00% No change 186 $11K
Aberdeen Wealth Management LLC 0.01% No change 185 $11K
Caitlin John, LLC 0.01% Reduce -31.3% 184 $11K
Arax Advisory Partners 0.00% Reduce -79.2% 172 $10K
VitalStone Financial, LLC 0.01% New 172 $10K
Tucker Asset Management LLC 0.00% No change 160 $9K
Farmers & Merchants Investments Inc. 0.00% No change 150 $9K
Marquette Associates, Inc. 0.01% Reduce -40.0% 129 $8K
HHM Wealth Advisors, LLC 0.00% New 125 $7K
IAG Wealth Partners, LLC 0.00% No change 125 $7K
Peoples Financial Services Corp. 0.00% No change 120 $7K
Sittner & Nelson, LLC 0.00% No change 114 $7K
Gen-Wealth Partners Inc 0.00% — 88 $5K
Keener Financial Planning LLC 0.00% New 70 $5K
Future Financial Wealth Managment LLC 0.00% New 65 $4K
Creative Capital Management Investments LLC 0.00% New 57 $3K
Hexagon Capital Partners LLC 0.00% No change 45 $3K
Concord Wealth Partners 0.00% Reduce -10.9% 41 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $2K
Transcendent Capital Group LLC 0.00% No change 37 $2K
Marquette Asset Management, LLC 0.00% No change 35 $2K
Benjamin Edwards Inc. 0.00% No change 26 $2K
Raleigh Capital Management Inc. 0.00% Add +47.6% 31 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -90.0% 26 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 16 $938
Montag A & Associates Inc. 0.00% No change 15 $869
First Command Advisory Services, Inc. 0.00% No change 13 $762
McIlrath & Eck, LLC 0.00% No change 4 $235
Hantz Financial Services, Inc. 0.00% No change 7 $0

"% of holder's portfolio" is VEU's weight in each manager's 13F, not the share of Vanguard Ftse All-World Ex-U the manager owns.