Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q2 2024 (June 30)
1,211holders +22
76new positions
57sold out
5famous investors
$58.64avg. 13F price*

At the end of Q2 2024, 1,211 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 22 from Q1 2024. 76 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($1.2B), Northern Trust Corp. ($943.6M) and Bank of America Corp. ($908.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions76$61.4M
Exits57$73.9M

All 13F filers, Q1 2024 → Q2 2024: 10,596,031 shares bought and 25,741,014 shares sold, net −15,144,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,211 holders

Morgan Stanley 0.10% Reduce -1.3% 21,060,058 $1.2B
Northern Trust Corp. 0.16% Reduce -1.1% 16,091,746 $943.6M
Bank of America Corp. 0.09% Reduce -1.2% 15,485,107 $908.0M
Sanders Capital, LLC 1.27% Reduce -3.5% 14,160,288 $830.4M
Envestnet Asset Management Inc. 0.21% Reduce -0.7% 10,454,368 $613.0M
PNC Financial Services Group, Inc. 0.32% Reduce -2.9% 8,226,168 $482.4M
Goldman Sachs Group Inc. 0.08% Reduce -0.0% 7,335,225 $430.1M
Forvis Mazars Wealth Advisors, LLC 9.24% Add +2.5% 6,310,696 $370.1M
Raymond James & Associates 0.23% Reduce -4.0% 6,075,667 $356.3M
Janney Montgomery Scott LLC 1.08% Reduce -9.5% 6,019,066 $353.0M
UBS Group AG 0.11% Add +0.9% 5,865,303 $343.9M
WestEnd Advisors, LLC 8.80% Reduce -4.1% 5,807,669 $340.6M
CIBC Asset Management Inc 1.20% No change 5,755,713 $337.5M
CBIZ Investment Advisory Services, LLC 17.19% Add +12.6% 5,212,296 $305.6M
Cresset Asset Management, LLC 1.15% Add +0.0% 4,617,653 $270.8M
Diversified Trust Co. 6.20% Add +2.8% 3,741,394 $219.4M
Truist Financial Corp. 0.30% Reduce -8.6% 3,308,749 $194.0M
Summit Financial, LLC 8.82% Reduce -1.7% 3,290,670 $193.0M
Lincoln National Corp. 5.87% Reduce -1.8% 2,963,128 $173.8M
Howland Capital Management LLC 7.05% Reduce -1.7% 2,514,887 $147.5M
Baird Financial Group, Inc. 0.30% Add +2.7% 2,436,011 $142.8M
Victory Capital Management Inc. 0.14% Reduce -3.4% 2,414,945 $141.6M
HighTower Advisors, LLC 0.22% Add +0.3% 2,399,433 $140.7M
LPL Financial LLC 0.07% Reduce -0.0% 2,338,885 $137.2M
Vanguard Group Inc. 0.00% Add +11.7% 2,122,078 $124.4M
Jones Financial Companies LLLP 0.14% Reduce -89.2% 2,074,943 $121.7M
Cerity Partners LLC 0.33% Add +11.3% 2,063,621 $121.0M
Blair William & Co. 0.37% Add +1.3% 2,060,284 $120.8M
Osborne Partners Capital Management, LLC 7.01% Add +1.1% 1,994,539 $117.0M
Corient Private Wealth LP 0.20% Reduce -4.0% 1,978,212 $116.0M
Strid Group, LLC 19.09% Add +25.8% 1,968,507 $115.4M
Wells Fargo & Company 0.03% Add +5.1% 1,964,825 $115.2M
Royal Bank of Canada 0.03% Add +1.2% 1,943,645 $114.0M
Captrust Financial Advisors 0.35% Reduce -0.3% 1,840,303 $107.9M
Allspring Global Investments Holdings, LLC 0.17% Reduce -28.8% 1,776,303 $104.2M
Rockefeller Capital Management L.P. 0.29% Reduce -12.6% 1,724,338 $101.1M
Harding Loevner LP 0.52% Add +164.1% 1,621,496 $95.1M
Johnson Investment Counsel Inc. 0.99% Add +3.2% 1,608,103 $94.3M
Commonwealth Equity Services, LLC 0.14% Add +5.3% 1,495,415 $87.7M
Voya Financial Advisors, Inc. 9.19% Add +2.6% 1,388,288 $81.3M
Stifel Financial Corp. 0.09% Add +35.3% 1,328,009 $77.9M
Laird Norton Wetherby Trust Company, LLC 10.94% Add +0.2% 1,323,139 $77.6M
US Bancorp \de 0.11% Add +3.0% 1,320,922 $77.5M
Accredited Investors Inc. 4.80% Add +15.8% 1,312,438 $77.0M
Raymond James Financial Services Advisors, Inc. 0.10% Add +1.5% 1,223,777 $71.8M
Creative Planning 0.08% Add +14.1% 1,213,707 $71.2M
Cetera Investment Advisers 0.16% Reduce -1.7% 1,166,610 $68.4M
Assetmark, Inc. 0.21% Reduce -1.9% 1,141,698 $66.9M
United Services Automobile Association 1.69% Reduce -5.5% 1,135,351 $66.6M
JPMorgan Chase & Co. 0.01% Add +24.0% 1,131,489 $66.4M
Wealthcare Capital Management LLC 6.64% Reduce -3.5% 1,067,262 $62.6M
HB Wealth Management, LLC 0.69% Reduce -4.2% 1,006,788 $59.0M
National Bank of Canada 0.09% Reduce -0.7% 956,708 $56.2M
MML Investors Services, LLC 0.23% Add +26.3% 955,364 $56.0M
Wealthspire Advisors, LLC 0.66% Add +17.4% 884,489 $51.9M
Glassman Wealth Services 9.49% Add +4.8% 878,191 $51.5M
Efficient Advisors, LLC 3.33% Add +0.8% 875,682 $51.3M
Pinnacle Associates Ltd. 0.80% Add +2.0% 867,933 $50.9M
Moneta Group Investment Advisors LLC 0.80% Add +0.5% 858,997 $50.4M
Bridges Investment Management Inc. 0.76% Add +31.2% 853,864 $50.1M
Patriot Investment Management Group, Inc. 3.84% Add +0.8% 836,834 $49.1M
Nicholas Hoffman & Company, LLC. 2.18% Add +0.2% 793,422 $46.5M
Bank of Montreal 0.01% Add +66.1% 783,138 $46.1M
Nisa Investment Advisors, LLC 0.28% No change 769,800 $45.1M
St. Louis Trust Co 6.84% Add +2.7% 762,216 $44.7M
Compton Wealth Advisory Group, LLC 11.62% Add +2.0% 743,513 $43.6M
Northwestern Mutual Wealth Management Co. 0.04% Add +1.3% 739,598 $43.4M
NewSquare Capital LLC 3.70% Add +8.3% 755,636 $43.0M
Verus Financial Partners, Inc. 4.79% Reduce -8.3% 703,006 $41.2M
DT Investment Partners, LLC 3.64% Add +3.0% 700,666 $41.1M
Means Investment Co., Inc. 4.73% Add +15.5% 675,043 $39.6M
Wharton Business Group, LLC 2.02% Add +0.0% 665,485 $39.0M
Charter Oak Capital Management, LLC 4.00% Reduce -4.7% 653,288 $38.3M
Ally Financial Inc. 4.73% No change 651,000 $38.2M
Kestra Investment Management, LLC 2.54% — 635,281 $37.3M
Flower City Capital 24.00% Add +4.2% 634,092 $37.2M
Pasadena Private Wealth, LLC 8.60% Add +1.2% 633,914 $37.2M
Standpoint Asset Management, LLC 8.48% Add +8.8% 632,400 $37.1M
First Horizon Advisors, Inc. 1.11% Add +1.6% 622,692 $36.5M
Blankinship & Foster, LLC 9.12% Add +1.5% 603,929 $35.4M
Cardinal Point Capital Management ULC 6.14% Add +2.4% 601,461 $35.3M
Davis R M Inc. 0.71% Reduce -3.6% 595,938 $34.9M
Wealth Enhancement Advisory Services, LLC 0.08% Add +4.8% 592,423 $34.7M
Savant Capital, LLC 0.35% Reduce -24.6% 588,418 $34.5M
Osaic Holdings, Inc. 0.08% Reduce -12.7% 582,645 $34.2M
BNP Paribas Financial Markets 0.04% Add +32.1% 580,481 $34.0M
Envestnet Portfolio Solutions, Inc. 0.12% Add +0.0% 580,236 $34.0M
Buckingham Capital Management, Inc. 4.06% Add +2.4% 577,971 $33.9M
City of London Investment Management Co. Ltd. 2.89% Add +2488.3% 577,194 $33.8M
Jane Street Group, LLC 0.04% Reduce -34.0% 577,144 $33.8M
Focus Partners Wealth 0.11% Add +1394.8% 570,892 $33.5M
Ameriprise Financial Inc. 0.01% Add +29.0% 558,746 $32.7M
MilWealth Group LLC 10.27% Add +0.7% 555,372 $32.6M
State of Wisconsin - Board of Commissioners of Public Lands 7.82% No change 554,938 $32.5M
Cullen/Frost Bankers, Inc. 0.46% Add +13.1% 546,361 $32.0M
Valmark Advisers, Inc. 0.54% Add +1.5% 540,913 $31.7M
5th Street Advisors, LLC 16.28% Reduce -1.5% 531,228 $31.2M
Bank of New York Mellon Corp 0.01% Add +1.5% 529,967 $31.1M
Bailard, Inc. 0.85% Reduce -2.3% 526,536 $30.9M
Caprock Group, LLC 1.23% Reduce -1.8% 517,017 $30.3M
Cwm, LLC 0.14% Reduce -4.4% 495,473 $29.1M
BIP Wealth, LLC 2.37% Reduce -9.9% 492,613 $28.9M
Sage Financial Group Inc. 2.50% Reduce -1.6% 491,654 $28.8M
Leonard Rickey Investment Advisors P.L.L.C. 6.84% Reduce -0.0% 486,525 $28.5M
Fort Washington Investment Advisors Inc. 0.18% Add +0.5% 473,211 $27.7M
Fifth Third Bancorp 0.11% Reduce -1.4% 472,045 $27.7M
Albion Financial Group 2.00% Reduce -0.2% 452,117 $26.5M
Luminvest Wealth Management LLC 12.22% Add +16.9% 436,576 $26.0M
Thrivent Financial for Lutherans 0.05% Add +2.2% 429,479 $25.2M
Wealthcare Advisory Partners LLC 0.78% Reduce -0.0% 427,300 $25.1M
Roble, Belko & Company, Inc 4.14% Reduce -15.0% 421,644 $24.7M
Greenleaf Trust 0.23% No change 404,825 $23.7M
Archvest Wealth Advisors, Inc. 15.69% Add +8.8% 403,084 $23.7M
Citizens Financial Group Inc. 0.52% Add +8.2% 401,540 $23.5M
Avior Wealth Management, LLC 1.00% Add +22945.7% 397,768 $23.3M
Kestra Advisory Services, LLC 0.13% Add +20.4% 442,165 $23.3M
Industrial Alliance Investment Management Inc. 13.13% Add +3.8% 394,905 $23.2M
Bluestem Financial Advisors, LLC 11.55% Add +7.5% 389,932 $22.9M
Agf Management Ltd. 0.13% Reduce -9.9% 383,078 $22.5M
Stratos Investment Management, LLC 1.82% Add +10.9% 373,911 $21.9M
FC Advisory LLC 7.97% Reduce -1.0% 370,696 $21.7M
Bessemer Group Inc. 0.04% Add +0.0% 369,396 $21.7M
Pinnacle Wealth Management Advisory Group, LLC 2.23% Add +7.1% 367,705 $21.6M
Tolleson Wealth Management, Inc. 4.24% Add +2.3% 366,460 $21.5M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -0.1% 360,443 $21.1M
Van Cleef Asset Management,Inc 2.65% Reduce -1.0% 360,228 $21.1M
Whittier Trust Co. 0.30% Reduce -1.3% 357,710 $21.0M
Somnio Financial Group, LLC 18.39% — 355,447 $20.8M
Brown Advisory Inc. 0.03% Reduce -6.8% 349,751 $20.5M
Wrenne Financial Planning LLC 14.06% Add +7.5% 347,762 $20.4M
OneDigital Investment Advisors LLC 0.25% Add +4.3% 340,180 $19.9M
Sweet Financial Partners, LLC 4.51% Add +0.8% 336,948 $19.8M
Cornerstone Advisors Asset Management, LLC 5.54% Add +11.6% 334,206 $19.6M
Independent Advisor Alliance 0.66% Reduce -0.8% 327,390 $19.2M
Aspiriant, LLC 0.78% Reduce -0.5% 324,298 $19.0M
Empower Advisory Group, LLC 0.07% Reduce -12.3% 320,813 $18.8M
Optas, LLC 4.81% Reduce -0.2% 318,724 $18.7M
Prio Wealth Limited Partnership 0.55% Reduce -8.3% 313,357 $18.4M
Newton One Investments LLC 7.74% Add +1.0% 306,319 $18.0M
Telos Capital Management, Inc. 1.91% Reduce -1.3% 294,603 $17.3M
Sentinel Trust Co. Lba 2.11% Reduce -0.0% 292,102 $17.1M
Sollinda Capital Management LLC 5.22% Add +69.6% 292,094 $17.1M
Stephens Inc. 0.25% Add +1.7% 282,234 $16.6M
River Wealth Advisors LLC 2.33% Reduce -11.2% 277,413 $16.3M
Callan Capital, LLC 1.33% Reduce -1.3% 275,499 $16.2M
TL Private Wealth 7.25% Reduce -0.4% 262,859 $16.0M
SouthState Bank Corp 1.17% Reduce -0.1% 272,166 $16.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.33% Reduce -4.7% 263,521 $15.5M
Citigroup Inc. 0.01% Add +337.3% 259,535 $15.2M
Boston Standard Wealth Management, LLC 3.34% Add +3.9% 259,208 $15.2M
Granby Capital Management, LLC 8.64% No change 258,000 $15.1M
Mercer Global Advisors Inc. 0.04% Reduce -5.4% 256,354 $15.0M
Mb, Levis & Associates, LLC 7.89% Reduce -0.3% 256,048 $15.0M
Lido Advisors, LLC 0.12% Reduce -4.0% 255,219 $15.0M
Firestone Capital Management 4.05% Reduce -1.1% 253,182 $14.8M
Bartlett & Co. Wealth Management LLC 0.22% Reduce -4.4% 251,683 $14.8M
TrueWealth Financial Partners 9.52% Add +9.4% 251,453 $14.7M
Chesley Taft & Associates LLC 0.72% Reduce -30.8% 245,114 $14.4M
Pathstone Holdings, LLC 0.06% Add +30.9% 243,967 $14.3M
Alta Advisers Ltd 6.85% Reduce -0.4% 242,720 $14.2M
Ballast, Inc. 4.34% Reduce -0.9% 240,711 $14.1M
Natixis Advisors, LLC 0.03% Add +5.7% 234,527 $13.8M
Beacon Wealthcare LLC 5.95% Add +3.9% 232,816 $13.7M
BLB&B Advisors, LLC 0.73% Add +5.1% 226,359 $13.3M
JMG Financial Group, Ltd. 0.49% Reduce -0.7% 224,854 $13.2M
Clear Harbor Asset Management, LLC 1.14% Add +3.6% 221,641 $13.0M
Woodmont Investment Counsel LLC 1.05% Add +2.0% 219,436 $12.9M
Ballentine Partners, LLC 0.23% Reduce -0.6% 216,663 $12.7M
Valley Financial Group, Inc. 9.31% Add +6.5% 215,986 $12.7M
DAVENPORT & Co LLC 0.08% Add +0.5% 214,028 $12.6M
Triune Financial Partners, LLC 4.29% Reduce -2.2% 213,418 $12.5M
Astoria Strategic Wealth, Inc. 3.87% Add +1.2% 213,232 $12.5M
Main Management LLC 1.02% Add +0.9% 211,022 $12.4M
Atria Wealth Solutions, Inc. 0.14% Add +0.3% 210,067 $12.3M
Comerica Bank 0.05% Add +0.9% 208,240 $12.2M
Berkshire Asset Management LLC 0.60% Add +0.0% 204,915 $12.0M
Oikos Holdings LLC 2.81% Reduce -1.1% 202,551 $11.9M
Hillcrest Wealth Advisors - NY, LLC 6.38% Reduce -1.0% 202,014 $11.8M
Scissortail Wealth Management, LLC 3.01% Add +0.8% 201,223 $11.8M
Country Club Bank 0.82% Reduce -1.7% 200,401 $11.7M
Mariner, LLC 0.02% Reduce -4.8% 199,741 $11.7M
Clearstead Advisors, LLC 0.19% Add +74.0% 194,374 $11.4M
AMG National Trust Bank 0.30% Add +7.0% 189,699 $11.1M
Dakota Wealth Management 0.26% Reduce -5.0% 188,677 $11.1M
&partners 0.48% Add +5.9% 188,254 $11.0M
ETF Portfolio Partners, Inc. 3.44% Add +9.7% 187,279 $11.0M
Avalon Advisory Group 5.18% Add +2.8% 185,333 $10.9M
CKW Financial Group 1.38% Reduce -21.4% 184,449 $10.8M
Badgley Phelps Wealth Managers, LLC 0.26% Add +0.3% 182,560 $10.7M
Sanctuary Advisors, LLC 0.08% — 179,764 $10.4M
Ifrah Financial Services, Inc. 2.89% Reduce -3.0% 173,905 $10.2M
Heritage Investors Management Corp. 0.35% Add +0.5% 171,787 $10.1M
Evergreen Capital Management LLC 0.36% Add +0.7% 170,432 $10.0M
D.A. Davidson & Co. 0.09% Reduce -2.3% 170,053 $10.0M
NewEdge Advisors, LLC 0.07% Add +16.6% 169,186 $9.9M
Associated Banc-Corp 0.31% Add +33.9% 167,607 $9.8M
Madison Asset Management, LLC 0.12% Reduce -44.0% 165,936 $9.7M
Berkeley Capital Partners, LLC 2.91% Reduce -1.0% 164,694 $9.7M
Whittier Trust Co. of Nevada Inc. 0.27% Reduce -2.4% 162,579 $9.5M
M&T Bank Corp 0.03% Reduce -0.5% 162,293 $9.5M
Pinnacle Financial Partners Inc 0.20% Reduce -2.3% 162,271 $9.5M
Waypoint Capital Advisors, LLC 2.35% No change 160,462 $9.4M
Beacon Pointe Advisors, LLC 0.11% Reduce -17.5% 160,107 $9.4M
Lake Street Advisors Group, LLC 0.44% Add +0.0% 155,624 $9.1M
Phillips Financial Management, LLC 0.75% Reduce -0.9% 155,235 $9.1M
Baltimore-Washington Financial Advisors, Inc. 0.53% Add +3.5% 154,110 $9.0M
VERITY Wealth Advisors 6.75% Add +2.4% 153,566 $9.0M
Coston, McIsaac & Partners 2.82% Add +6.9% 152,618 $8.9M
United Capital Financial Advisors, LLC 0.08% Add +23.3% 151,256 $8.9M
Cherry Tree Wealth Management, LLC 2.18% Add +0.2% 147,843 $8.7M
Waverly Advisors, LLC 0.17% Add +1.1% 146,667 $8.6M
Axis Capital Holdings Ltd. 3.98% No change 146,362 $8.6M
Avidian Wealth Enterprises, LLC 0.41% Reduce -8.4% 146,132 $8.6M
CIBC Private Wealth Group LLC 0.02% Reduce -1.8% 143,303 $8.6M
WASHINGTON TRUST Co 0.31% Add +8.2% 144,997 $8.5M
Beaird Harris Wealth Management, LLC 0.80% Reduce -2.6% 144,620 $8.5M
MAI Capital Management 0.08% Add +1.4% 144,528 $8.5M
Atria Investments, Inc 0.11% Add +1.1% 144,444 $8.5M
TrinityPoint Wealth, LLC 1.32% Reduce -1.4% 143,657 $8.4M
Mather Group, Llc. 0.10% Add +124.6% 143,152 $8.4M
Integrated Wealth Concepts LLC 0.11% Add +2.1% 141,515 $8.3M
Chatham Capital Group, Inc. 1.43% Add +9.9% 139,805 $8.2M
Manchester Capital Management LLC 0.96% No change 136,405 $8.0M
Federation des caisses Desjardins du Quebec 0.04% Reduce -5.8% 136,145 $8.0M
Monterey Private Wealth, Inc. 2.98% Add +0.7% 136,138 $8.0M
Avantax Advisory Services, Inc. 0.06% Add +4.8% 135,030 $7.9M
Dunhill Financial, LLC 4.91% Reduce -1.0% 134,754 $7.9M
Performa Ltd (US), LLC 3.23% Add +29.9% 134,012 $7.9M
Balanced Wealth Group LLC 3.48% Reduce -6.6% 130,380 $7.7M
Buckingham Strategic Wealth, LLC 0.08% Reduce -0.5% 128,955 $7.6M
MorganRosel Wealth Management, LLC 2.64% Reduce -0.6% 127,618 $7.5M
Capital Investment Advisory Services, LLC 0.77% Add +26.6% 126,849 $7.4M
Curi Capital, LLC 0.18% Reduce -12.3% 126,434 $7.4M
Pinnacle Financial Group, LLC / IL 3.13% Add +2.1% 124,840 $7.3M
Cary Street Partners Investment Advisory LLC 0.29% Add +4.3% 124,437 $7.3M
Lam Group, Inc. 6.03% No change 122,032 $7.2M
PDS Planning, Inc 0.71% Add +3.0% 120,650 $7.1M
FMR LLC 0.00% Add +23.1% 119,441 $7.0M
Freestone Capital Holdings, LLC 0.25% Add +19.5% 118,258 $6.9M
SCS Capital Management LLC 0.14% Reduce -0.5% 116,936 $6.9M
M Financial Asset Management, Inc. 26.37% Reduce -34.2% 116,680 $6.8M
Bahl & Gaynor LLC 0.04% Add +2.2% 116,641 $6.8M
Joel Isaacson & Co., LLC 0.36% Add +5.0% 115,735 $6.8M
Transcend Capital Advisors, LLC 0.49% Reduce -3.0% 115,706 $6.8M
Fiduciary Trust Co 0.10% Reduce -0.1% 114,939 $6.7M
Benchmark Wealth Management, LLC 3.57% Add +4.9% 114,357 $6.7M
Agate Pass Investment Management, LLC 3.56% Reduce -0.7% 114,028 $6.7M
Welch & Forbes LLC 0.09% Reduce -14.2% 112,200 $6.7M
Henshaw Capital LLC 0.30% No change 114,000 $6.7M
HSBC Holdings PLC 0.00% Reduce -0.3% 113,691 $6.7M
Stonebridge Capital Advisors LLC 0.59% Add +1.2% 113,584 $6.7M
Financial Management Professionals, Inc. 0.91% Add +1.6% 113,259 $6.6M
Spinnaker Trust 0.43% Add +0.7% 113,203 $6.6M
Balentine LLC 0.30% No change 112,010 $6.6M
Twin Focus Capital Partners, LLC 1.05% Add +2.7% 111,599 $6.5M
Seeds Investor LLC 3.33% New 110,940 $6.5M
Richard P Slaughter Associates Inc 1.53% Reduce -0.7% 110,384 $6.5M
Allegiance Financial Group Advisory Services LLC 2.46% Add +1.0% 109,502 $6.4M
Harrell Investment Partners, LLC 1.82% Reduce -40.3% 106,985 $6.3M
Wade Financial Advisory, Inc 2.22% Add +0.0% 105,402 $6.2M
F/m Investments LLC 0.22% New 105,080 $6.2M
Lodestar Private Asset Management LLC 0.85% Add +2.0% 104,708 $6.1M
First PREMIER Bank 1.64% Add +0.8% 104,654 $6.1M
Stonehage Fleming Financial Services Holdings Ltd 0.16% New 104,347 $6.1M
Idaho Trust Co 3.12% New 104,270 $6.1M
Fee-Only Financial Planning, L.C. 4.11% Add +0.7% 104,066 $6.1M
Kraft, Davis & Associates, LLC 1.83% Add +1.8% 102,036 $6.0M
Ti-Trust, Inc. 4.65% Add +6.0% 102,982 $6.0M
Point72 Europe (London) LLP 0.51% New 102,600 $6.0M
Axiom Advisory, LLC 0.07% New 102,486 $6.0M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.7% 102,069 $6.0M
Sequoia Financial Advisors, LLC 0.07% Add +0.6% 101,474 $6.0M
Liberty Wealth Management LLC 1.09% Add +1.4% 101,310 $5.9M
IronBridge Private Wealth, LLC 2.20% Reduce -1.1% 99,942 $5.9M
Breakwater Investment Management 2.61% Add +1.9% 99,419 $5.8M
Perigon Wealth Management, LLC 0.17% Add +12.7% 99,262 $5.8M
WBH Advisory Inc. 0.58% Reduce -0.5% 97,764 $5.7M
North Star Asset Management Inc. 0.27% Reduce -3.0% 95,298 $5.6M
Trust Co. of Vermont 0.30% Reduce -0.7% 93,803 $5.5M
Hall Capital Management Co. Inc. 2.60% Add +2.8% 92,838 $5.4M
Evercore Wealth Management, LLC 0.09% Reduce -10.0% 92,046 $5.4M
OLIO Financial Planning 2.25% Reduce -0.1% 94,872 $5.3M
Bluespring Wealth Management, LLC 0.57% Reduce -3.9% 90,764 $5.3M
Focus Partners Advisor Solutions, LLC 0.14% Add +105.5% 90,111 $5.3M
Commerce Bank 0.03% Reduce -0.0% 89,125 $5.2M
Integrated Advisors Network LLC 0.27% Reduce -1.0% 88,617 $5.2M
Simon Quick Advisors, LLC 0.36% Reduce -0.4% 87,517 $5.1M
Syntrinsic LLC 1.70% Add +0.3% 87,522 $5.1M
Compass Ion Advisors, LLC 0.73% No change 87,078 $5.1M
QRG Capital Management, Inc. 0.06% Add +10.1% 84,501 $5.0M
Wealthspire Retirement, LLC 0.41% Reduce -6.2% 84,325 $4.9M
Wolf Group Capital Advisors 1.91% Add +53.1% 82,609 $4.8M
Tennessee Valley Asset Management Partners 0.90% Add +127.4% 81,915 $4.8M
McKinley Carter Wealth Services, Inc. 0.30% Reduce -1.9% 80,895 $4.7M
Simplicity Wealth,LLC 0.11% Add +2.9% 80,892 $4.7M
Pure Financial Advisors, LLC 0.13% Reduce -2.0% 80,664 $4.7M
Prudential Financial Inc. 0.01% Reduce -3.9% 78,425 $4.6M
Ritholtz Wealth Management 0.15% Reduce -4.2% 77,169 $4.5M
Cadence Wealth Management LLC 3.14% Reduce -4.6% 76,552 $4.5M
Raymond James Trust N.A. 0.10% Reduce -1.9% 76,037 $4.5M
Franklin Resources Inc. 0.00% Reduce -0.5% 75,827 $4.4M
Old Mission Capital LLC 0.12% Add +63.9% 75,025 $4.4M
Black Diamond Financial, LLC 0.84% Reduce -0.9% 74,608 $4.4M
GFS Advisors, LLC 0.70% Reduce -98.4% 1,150 $4.4M
Portland Global Advisors LLC 0.59% Reduce -1.1% 74,308 $4.4M
CGN Advisors LLC 0.50% Add +7.2% 73,725 $4.3M
Betterment LLC 0.01% Add +367.7% 73,324 $4.3M
NorthCoast Asset Management LLC 0.04% Reduce -8.1% 73,258 $4.3M
Upper Left Wealth Management, LLC 3.88% Reduce -4.2% 73,095 $4.3M
Addis & Hill, Inc 3.57% Add +3.0% 72,630 $4.3M
SOL Capital Management CO 0.51% Reduce -1.2% 72,590 $4.3M
Barrett & Company, Inc. 1.88% Add +1.3% 70,712 $4.1M
Miller Investment Management, LP 0.50% Reduce -1.3% 70,693 $4.1M
Lansing Street Advisors 1.71% Reduce -1.0% 70,130 $4.1M
Sapient Capital LLC 0.09% No change 69,661 $4.1M
Angeles Investment Advisors, LLC 0.21% New 68,899 $4.0M
Graves Light Lenhart Wealth, Inc. 0.46% Reduce -3.0% 68,194 $4.0M
Advocate Group LLC 0.80% Add +0.7% 68,166 $4.0M
One Capital Management, LLC 0.14% Add +3.3% 68,090 $4.0M
Facet Wealth, Inc. 0.12% Add +1.8% 67,459 $4.0M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.1% 68,032 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -0.5% 67,341 $3.9M
Zions Bancorporation, N.A. 0.31% Reduce -13.7% 66,880 $3.9M
Sawgrass Asset Management LLC 0.42% Reduce -2.3% 66,793 $3.9M
Coppell Advisory Solutions LLC 0.64% — 66,672 $3.9M
GeoWealth Management, LLC 0.17% Reduce -24.4% 66,279 $3.9M
Kiley Juergens Wealth Management, LLC 1.08% Add +0.5% 66,269 $3.9M
Apollon Wealth Management, LLC 0.12% Reduce -77.9% 66,008 $3.9M
Tiaa Trust, National Association 0.01% Add +4.8% 65,747 $3.9M
Schroder Investment Management Group 0.00% No change 65,800 $3.9M
Stratos Wealth Partners, LTD. 0.06% Add +1.6% 64,916 $3.8M
Two Sigma Securities, LLC 0.18% Add +105.7% 63,900 $3.7M
Stratos Wealth Advisors, LLC 0.19% Reduce -54.8% 63,798 $3.7M
Flputnam Investment Management Co. 0.07% Add +20.0% 63,528 $3.7M
Park Avenue Securities LLC 0.05% Add +18.4% 63,290 $3.7M
Northeast Investment Management 0.17% Reduce -1.2% 63,059 $3.7M
Karpus Management, Inc. 0.10% Reduce -26.8% 62,575 $3.7M
Benchmark Financial Wealth Advisors, LLC 1.31% Reduce -12.2% 60,164 $3.5M
Coastline Trust Co 0.41% Reduce -3.6% 59,900 $3.5M
Steward Partners Investment Advisory, LLC 0.04% Reduce -12.4% 59,666 $3.5M
TD Private Client Wealth LLC 0.11% Reduce -1.0% 59,063 $3.5M
3Chopt Investment Partners, LLC 1.05% Add +24.5% 58,749 $3.4M
Values Added Financial LLC 2.48% No change 58,741 $3.4M
Smithfield Trust Co 0.18% Add +6.4% 58,585 $3.4M
Wilson & Boucher Capital Management, LLC 2.62% Add +5.3% 58,388 $3.4M
JNBA Financial Advisors 0.36% Reduce -1.3% 58,352 $3.4M
Algorithmic Investment Models, LLC 2.67% Reduce -1.6% 58,185 $3.4M
Security Financial Services, INC. 0.74% Reduce -3.4% 57,723 $3.4M
PFG Advisors 0.23% Reduce -1.5% 56,790 $3.3M
BlackRock Inc. 0.00% Add +294.9% 56,706 $3.3M
Elm Partners Management LLC 0.25% No change 55,912 $3.3M
Prospera Financial Services Inc 0.09% Reduce -0.0% 55,413 $3.2M
Aufman Associates Inc 2.30% Add +0.6% 55,062 $3.2M
Sage Mountain Advisors LLC 0.29% Reduce -0.0% 54,214 $3.2M
Global Retirement Partners, LLC 0.10% Add +3.5% 54,085 $3.2M
Newman Dignan & Sheerar, Inc. 0.82% Add +1.4% 53,879 $3.2M
Capital Wealth Alliance, LLC 1.77% Reduce -8.2% 52,843 $3.1M
TBH Global Asset Management, LLC 0.68% Reduce -21.4% 52,565 $3.1M
Westwood Holdings Group Inc. 0.03% No change 52,349 $3.1M
Parsons Capital Management Inc. 0.21% Reduce -0.4% 52,074 $3.1M
Bank of New Hampshire 0.79% Reduce -0.1% 52,025 $3.1M
DF Dent & Co. Inc. 0.04% Reduce -1.0% 51,522 $3.0M
Fiduciary Financial Group, LLC 0.72% — 48,906 $3.0M
Clark Asset Management, LLC 0.83% Add +0.1% 50,808 $3.0M
Stokes Family Office, LLC 0.35% Reduce -11.8% 50,351 $3.0M
Flagship Harbor Advisors, LLC 0.18% Reduce -6.2% 50,288 $2.9M
Professional Financial Advisors, LLC 0.81% Add +1.3% 50,010 $2.9M
Keybank National Association 0.01% Reduce -5.4% 49,962 $2.9M
Altura Wealth Advisors Inc. 2.87% Add +134.6% 49,645 $2.9M
Lumbard & Kellner, LLC 1.37% Add +4.8% 49,541 $2.9M
Ameritas Advisory Services, LLC 0.11% Reduce -9.2% 49,138 $2.9M
Northeast Financial Consultants Inc 0.13% Reduce -9.4% 48,857 $2.9M
Mayflower Financial Advisors, LLC 0.47% Reduce -0.3% 48,697 $2.9M
Tanglewood Wealth Management, Inc. 0.35% Reduce -0.9% 48,542 $2.8M
Providence First Trust Co 1.28% No change 48,539 $2.8M
Family Wealth Partners, LLC 1.47% Add +4.4% 48,380 $2.8M
9258 Wealth Management, LLC 0.44% Reduce -2.5% 48,334 $2.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.17% Reduce -39.5% 48,169 $2.8M
Zacks Investment Management 0.03% Add +1147.3% 47,397 $2.8M
Sigma Planning Corp 0.09% Reduce -2.4% 47,338 $2.8M
Tortoise Investment Management, LLC 0.32% Reduce -0.5% 47,168 $2.8M
Turtle Creek Wealth Advisors, LLC 0.64% No change 47,066 $2.8M
Jmac Enterprises LLC 0.48% Add +2.1% 47,014 $2.8M
NYL Investors LLC 0.20% Add +2.2% 47,000 $2.8M
Ascent Group, LLC 0.22% Reduce -16.0% 46,728 $2.7M
IFP Advisors, Inc 0.11% Reduce -9.9% 46,607 $2.7M
GYL Financial Synergies, LLC 0.21% Add +3.4% 45,824 $2.7M
Meridian Wealth Partners, LLC 0.47% Reduce -7.9% 45,596 $2.7M
RBF Capital, LLC 0.15% No change 45,000 $2.6M
Fiducient Advisors LLC 0.36% Add +131.3% 44,516 $2.6M
First American Trust, FSB 0.26% Add +48.4% 44,253 $2.6M
Howe & Rusling Inc. 0.23% Reduce -5.4% 43,757 $2.6M
Exencial Wealth Advisors, LLC 0.10% Reduce -33.4% 43,489 $2.6M
Thompson Siegel & Walmsley LLC 0.04% Add +6.1% 43,097 $2.5M
Rwa Wealth Partners, LLC 0.03% Reduce -0.6% 43,050 $2.5M
Bleakley Financial Group, LLC 0.07% Reduce -18.0% 42,938 $2.5M
Russell Investments Group, Ltd. 0.00% Add +0.0% 42,651 $2.5M
Kingsview Wealth Management, LLC 0.06% Add +0.0% 42,580 $2.5M
Continental Investors Services, Inc. 5.53% Reduce -6.0% 42,363 $2.5M
Mission Wealth Management, LP 0.07% Reduce -2.6% 42,258 $2.5M
Private Advisor Group, LLC 0.02% Add +1.9% 42,197 $2.5M
Pine Valley Investments Ltd Liability Co 0.18% Add +0.1% 42,149 $2.5M
AlTi Global, Inc. 0.07% Add +0.6% 41,991 $2.5M
NewEdge Wealth, LLC 0.05% Reduce -24.2% 41,572 $2.4M
Boston Family Office LLC 0.17% Add +1.1% 41,326 $2.4M
Spire Wealth Management 0.09% Add +1.3% 41,110 $2.4M
Advisor OS, LLC 0.26% Reduce -0.8% 40,973 $2.4M
SWP Financial LLC 1.58% Reduce -7.3% 40,874 $2.4M
Carret Asset Management, LLC 0.28% Reduce -0.3% 40,388 $2.4M
Journey Advisory Group, LLC 0.28% Reduce -0.3% 39,961 $2.3M
Fairhaven Wealth Management, LLC 0.77% Reduce -0.1% 39,861 $2.3M
Anderson Hoagland & Co. 0.24% Reduce -9.1% 39,091 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -0.3% 39,405 $2.3M
Oppenheimer & Co. Inc. 0.04% Add +3.1% 39,384 $2.3M
Northstar Group, Inc. 0.45% Reduce -2.3% 38,843 $2.3M
Leavell Investment Management, Inc. 0.13% No change 38,740 $2.3M
Wedmont Private Capital 0.14% Add +8.5% 37,125 $2.3M
Insigneo Advisory Services, LLC 0.25% Add +11.5% 39,851 $2.3M
Americana Partners, LLC 0.17% No change 37,750 $2.2M
Compass Advisory Group LLC 0.98% Reduce -9.5% 37,499 $2.2M
Unconventional Investor, LLC 1.54% Reduce -7.9% 37,255 $2.2M
Carnegie Investment Counsel 0.07% Add +0.1% 37,211 $2.2M
Beacon Investment Advisory Services, Inc. 0.09% Reduce -6.9% 37,091 $2.2M
Raffa Wealth Management, LLC 0.62% Add +0.8% 36,985 $2.2M
Lowe Brockenbrough & Co. Inc. 0.14% No change 36,570 $2.1M
Gibson Wealth Advisors LLC 1.99% Reduce -1.5% 36,295 $2.1M
Atlas Capital Advisors Inc. 0.28% Add +63.0% 36,180 $2.1M
Mutual Advisors, LLC 0.06% Reduce -5.2% 35,877 $2.1M
Falcon Wealth Planning 0.28% Reduce -11.2% 36,105 $2.1M
Belpointe Asset Management LLC 0.15% Reduce -6.3% 36,038 $2.1M
Wealthfront Advisers LLC 0.01% Add +60.7% 35,890 $2.1M
Burke & Herbert Bank & Trust Co. 0.51% New 35,835 $2.1M
Myecfo, LLC 1.19% Reduce -3.6% 35,263 $2.1M
Citadel Advisors 0.00% New 35,104 $2.1M
Boston Financial Mangement LLC 0.07% Reduce -0.0% 35,084 $2.1M
Webster Bank, N. A. 0.22% Add +4.5% 34,902 $2.0M
Cowa, LLC 1.09% Add +0.0% 34,817 $2.0M
Sightline Wealth Advisors, LLC 1.27% Add +4.2% 34,811 $2.0M
Creekside Partners 1.13% — 34,696 $2.0M
RFG Advisory, LLC 0.07% Add +34.1% 34,253 $2.0M
Baker Ellis Asset Management LLC 0.30% No change 34,246 $2.0M
CENTRAL TRUST Co 0.05% No change 34,215 $2.0M
Cobblestone Capital Advisors LLC 0.12% Reduce -3.8% 34,077 $2.0M
Truepoint, Inc. 0.06% Reduce -0.2% 34,006 $2.0M
Apella Capital, LLC 0.09% Add +7.2% 33,346 $2.0M
Boltwood Capital Management 0.62% Reduce -3.3% 33,849 $2.0M
StoneX Group Inc. 0.16% Add +5.6% 33,730 $2.0M
Coldstream Capital Management Inc. 0.05% Reduce -16.4% 33,429 $2.0M
Camelot Portfolios, LLC 1.11% Add +12.9% 33,387 $2.0M
Hall Kathryn A. 0.45% No change 33,250 $1.9M
Red Mountain Financial, LLC 2.34% — 33,144 $1.9M
Gilman Hill Asset Management, LLC 0.35% Reduce -6.1% 33,000 $1.9M
Klingman & Associates, LLC 0.13% No change 32,788 $1.9M
Shoker Investment Counsel, Inc. 0.68% Reduce -6.8% 32,714 $1.9M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.1% 32,669 $1.9M
Capital Advisors, Ltd. LLC 0.25% Reduce -2.9% 32,632 $1.9M
Monograph Wealth Advisors, LLC 0.28% No change 32,565 $1.9M
Kanawha Capital Management LLC 0.15% Add +0.7% 32,525 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.93% Add +2.5% 32,480 $1.9M
Sage Rhino Capital LLC 0.45% Add +0.3% 32,380 $1.9M
Ramiah Investment Group 1.84% Add +2.8% 32,156 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.12% Add +2.0% 32,131 $1.9M
Parallel Advisors, LLC 0.05% Reduce -0.2% 32,116 $1.9M
Sand Hill Global Advisors, LLC 0.09% Add +72.6% 32,024 $1.9M
Gotham Asset Management 0.02% No change 31,939 $1.9M
BOK Financial Private Wealth, Inc. 0.14% Reduce -1.6% 31,773 $1.9M
Family CFO Inc 1.14% Reduce -0.7% 31,691 $1.9M
Grandfield & Dodd, LLC 0.12% No change 31,663 $1.9M
Strategic Financial Concepts, LLC 1.07% Add +178.5% 96,931 $1.8M
Wedbush Securities Inc. 0.07% Reduce -8.1% 31,440 $1.8M
S&co Inc. 0.13% No change 31,424 $1.8M
Plancorp, LLC 0.08% Reduce -5.5% 31,164 $1.8M
Staley Capital Advisers Inc. 0.08% Add +0.1% 31,039 $1.8M
Sabal Trust CO 0.11% Reduce -13.7% 30,870 $1.8M
Litman Gregory Wealth Management LLC 0.16% No change 30,849 $1.8M
Cardiff Park Advisors, LLC 0.17% Reduce -6.0% 30,628 $1.8M
Main Street Financial Solutions, LLC 0.17% Reduce -14.8% 30,574 $1.8M
Great Valley Advisor Group, Inc. 0.05% Add +1.0% 30,255 $1.8M
Signet Financial Management, LLC 0.24% Reduce -5.8% 29,803 $1.7M
Howard Wealth Management, LLC 1.38% Add +1.8% 29,760 $1.7M
Snowden Capital Advisors LLC 0.05% Add +0.3% 29,738 $1.7M
Brighton Jones LLC 0.06% Reduce -5.4% 29,334 $1.7M
Carmichael Hill & Associates, Inc. 0.69% Reduce -0.3% 28,717 $1.7M
One Charles Private Wealth Services, LLC 0.70% Reduce -6.2% 28,678 $1.7M
CORDA Investment Management, LLC. 0.14% Reduce -0.8% 28,493 $1.7M
Summit Trail Advisors, LLC 0.04% No change 28,332 $1.7M
Abacus Planning Group, Inc. 0.32% Add +17.8% 28,281 $1.7M
Trust Point Inc. 0.13% Reduce -27.2% 27,798 $1.6M
Phillips Wealth Planners LLC 1.71% Add +0.2% 26,921 $1.6M
Financial Advocates Investment Management 0.10% Add +114.6% 27,634 $1.6M
Equitable Holdings, Inc. 0.02% Add +76.1% 27,389 $1.6M
Allen Investment Management, LLC 0.02% Add +0.4% 27,227 $1.6M
Mondrian Investment Partners LTD 0.02% Reduce -59.6% 1,033 $1.6M
Mgo One Seven LLC 0.08% Add +35.6% 27,013 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.30% Reduce -4.8% 26,972 $1.6M
Connecticut Wealth Management, LLC 0.08% Reduce -2.7% 26,906 $1.6M
Wintrust Investments LLC 0.13% Add +9.8% 26,704 $1.6M
Mengis Capital Management, Inc. 0.32% Reduce -1.4% 26,626 $1.6M
CX Institutional 0.07% Reduce -0.9% 26,300 $1.5M
Valeo Financial Advisors, LLC 0.05% Reduce -16.8% 26,217 $1.5M
Northwest Wealth Management, LLC 0.40% Reduce -1.7% 26,171 $1.5M
Cibc World Market Inc. 0.00% Add +29.7% 26,012 $1.5M
Sheets Smith Wealth Management 0.18% Reduce -0.0% 25,948 $1.5M
Atlantic Private Wealth, LLC 1.23% No change 25,712 $1.5M
First Hawaiian Bank 0.05% Reduce -48.7% 25,671 $1.5M
Ironwood Financial, llc 0.34% Add +5.5% 25,652 $1.5M
Patten Group, Inc. 0.35% No change 25,483 $1.5M
Cozad Asset Management Inc. 0.15% Reduce -3.5% 25,469 $1.5M
Montecito Bank & Trust 0.30% No change 25,366 $1.5M
RS Crum Inc. 0.39% Reduce -9.2% 25,260 $1.5M
HM Payson & Co. 0.03% Reduce -3.3% 25,063 $1.5M
Wesbanco Bank Inc. 0.05% Reduce -0.9% 24,941 $1.5M
American Capital Advisory, LLC 1.04% Add +23.6% 26,023 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -2.7% 24,798 $1.5M
Tobias Financial Advisors, Inc. 0.31% Add +0.6% 24,562 $1.4M
Daymark Wealth Partners, LLC 0.07% Add +395.4% 24,419 $1.4M
First Merchants Corp. 0.06% No change 24,400 $1.4M
Saxon Interests, Inc. 0.68% Add +1.2% 24,388 $1.4M
Long Island Wealth Management, Inc. 1.00% Reduce -1.0% 24,058 $1.4M
Atlas Brown,Inc. 0.50% Add +0.2% 23,625 $1.4M
Aveo Capital Partners, LLC 0.16% Add +0.0% 23,623 $1.4M
Roundview Capital LLC 0.11% Reduce -1.1% 23,601 $1.4M
TD Waterhouse Canada Inc. 0.01% Add +0.8% 23,563 $1.4M
Warner Financial, Inc. 0.67% Add +1.6% 23,560 $1.4M
Aries Wealth Management 0.43% Reduce -1.2% 23,459 $1.4M
Gateway Wealth Partners, LLC 0.42% Add +3.5% 23,434 $1.4M
Partners in Financial Planning 0.30% Add +0.9% 23,358 $1.4M
Concurrent Investment Advisors, LLC 0.05% Add +37.7% 23,284 $1.4M
Visionary Wealth Advisors 0.09% Add +4.1% 23,171 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Add +136.8% 23,058 $1.4M
Parker Financial LLC 0.74% Reduce -8.4% 22,796 $1.4M
Tocqueville Asset Management L.P. 0.02% No change 23,050 $1.4M
Beacon Bank & Trust 0.34% Add +23.9% 22,973 $1.3M
New England Private Wealth Advisors LLC 0.23% Add +0.3% 22,964 $1.3M
Venture Visionary Partners LLC 0.06% Reduce -10.2% 22,635 $1.3M
Appleton Partners Inc. 0.10% Reduce -1.9% 22,499 $1.3M
Merit Financial Group, LLC 0.03% Reduce -22.3% 22,396 $1.3M
Anson Capital, Inc. 1.28% Reduce -0.2% 22,143 $1.3M
Gould Asset Management LLC 0.30% Reduce -1.6% 22,015 $1.3M
Boston Research & Management Inc. 0.32% Add +3.1% 21,863 $1.3M
Private Ocean, LLC 0.11% Add +30.7% 21,862 $1.3M
Atlantic Union Bankshares Corp 0.08% Reduce -9.8% 21,731 $1.3M
SVB Wealth LLC 0.03% Reduce -41.4% 21,574 $1.3M
White Lighthouse Investment Management Inc. 0.24% Reduce -0.4% 21,271 $1.2M
Roman Butler Fullerton & Co. 0.40% Add +10.2% 20,650 $1.2M
Oxford Financial Group, LTD. LLC 0.08% Reduce -11.7% 21,172 $1.2M
Phraction Management LLC 0.50% No change 21,155 $1.2M
Midland Wealth Advisors, LLC 0.07% Add +3.1% 20,923 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -10.0% 20,857 $1.2M
GLOBALT Investments LLC / GA 0.05% No change 20,610 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -15.0% 20,548 $1.2M
Evergreen Wealth Management, LLC 0.80% No change 20,527 $1.2M
Virtue Capital Management, LLC 0.21% Reduce -0.4% 20,148 $1.2M
Dentgroup LLC 0.97% Reduce -10.9% 20,516 $1.2M
Chapin Davis, Inc. 0.41% Add +0.8% 20,511 $1.2M
Gradient Capital Advisors, LLC 0.43% Reduce -11.7% 20,352 $1.2M
Greenhouse Wealth Management, LLC 0.87% Add +0.6% 20,345 $1.2M
Allworth Financial LP 0.01% Add +99.1% 20,025 $1.2M
Susquehanna Foundation 0.36% No change 20,250 $1.2M
Choreo, LLC 0.02% Add +101.0% 20,197 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +0.7% 20,174 $1.2M
City State Bank 0.48% No change 20,129 $1.2M
WealthCollab, LLC 0.84% Add +0.5% 20,019 $1.2M
Slow Capital, Inc. 0.19% Reduce -5.1% 19,813 $1.2M
Washington Capital Management, Inc. 0.97% No change 19,595 $1.1M
Ancora Advisors LLC 0.03% Reduce -54.3% 19,571 $1.1M
New Perspectives, Inc 0.61% Reduce -2.7% 19,553 $1.1M
Anchor Investment Management, LLC 0.12% Add +10.0% 19,542 $1.1M
J.W. Cole Advisors, Inc. 0.05% Reduce -3.9% 19,474 $1.1M
Lane & Associates LLC 0.67% Add +0.0% 19,413 $1.1M
1492 Capital Management LLC 0.64% Reduce -5.6% 19,131 $1.1M
Ellenbecker Investment Group 0.22% Add +6.6% 19,040 $1.1M
Meritage Portfolio Management 0.07% Add +0.4% 19,009 $1.1M
Graypoint LLC 0.08% Reduce -35.8% 19,009 $1.1M
Parthenon LLC 0.14% Reduce -2.1% 19,003 $1.1M
Archer Investment Corp 0.33% Reduce -0.8% 18,928 $1.1M
National Philanthropic Trust 0.02% Reduce -47.3% 18,926 $1.1M
FRG Family Wealth Advisors LLC 0.21% Add +57.8% 19,474 $1.1M
Charles Schwab Trust Co 0.10% Add +36.8% 18,600 $1.1M
MontVue Capital Management, Inc. 0.87% No change 18,556 $1.1M
Maxwell Wealth Strategies Inc. 0.53% No change 18,509 $1.1M
MBA Advisors LLC 0.55% Add +3.7% 18,470 $1.1M
ProVise Management Group, LLC 0.09% Reduce -5.6% 18,417 $1.1M
UMB Bank, n.a. 0.02% No change 18,138 $1.1M
Synergy Asset Management, LLC 0.17% Add +30.9% 18,075 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Add +0.5% 18,070 $1.1M
HRT Financial LP 0.01% Add +222.4% 18,052 $1.1M
Financial Alternatives, Inc 0.78% Reduce -6.5% 17,613 $1.0M
Norris Perne & French LLP 0.07% Reduce -2.7% 17,582 $1.0M
Shorepath Capital Management LLC 0.79% No change 17,437 $1.0M
Centennial Bank 0.50% Reduce -1.6% 17,342 $1.0M
Vicus Capital 0.09% Reduce -9.6% 17,303 $1.0M
Alliancebernstein L.P. 0.00% Reduce -0.3% 17,216 $1.0M
Beaumont Financial Advisors, LLC 0.08% Reduce -7.1% 17,188 $1.0M
Smith & Howard Wealth Management, LLC 0.30% Reduce -5.0% 17,053 $1000K
Greenwich Wealth Management LLC 0.07% No change 16,969 $995K
Chicago Partners Investment Group LLC 0.04% Add +9.6% 16,769 $992K
FF Advisors,LLC 0.70% No change 16,910 $992K
WealthShield Partners, LLC 0.15% Add +29.9% 16,907 $991K
Index Fund Advisors, Inc. 0.06% Add +0.8% 16,578 $972K
Zhang Financial LLC 0.07% Add +1.0% 16,508 $968K
One Degree Advisors Inc 0.47% Reduce -0.4% 16,463 $965K
Cornerstone Advisory, LLC 0.14% Add +3.3% 16,399 $962K
Petredis Investment Advisors LLC 0.11% No change 16,300 $956K
Dynamic Advisor Solutions LLC 0.03% Reduce -14.9% 16,249 $953K
Signature Estate & Investment Advisors LLC 0.02% Add +130.7% 16,224 $951K
Grey Fox Wealth Advisors, LLC 0.33% Reduce -1.8% 16,153 $947K
Worth Asset Management, LLC 0.56% Add +17.9% 16,139 $946K
Whitegate Investment Counselors, Inc. 0.27% Add +2.2% 16,064 $942K
Bristlecone Advisors, LLC 0.08% Reduce -27.9% 16,013 $939K
Regions Financial Corp. 0.01% Add +1.2% 15,916 $933K
Asset Dedication, LLC 0.06% Reduce -2.2% 15,881 $931K
Sandy Spring Bank 0.04% Add +504.7% 15,844 $929K
Garde Capital, Inc. 0.06% Add +3.5% 15,790 $926K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -46.5% 15,786 $926K
AQR Capital Management 0.00% Reduce -12.5% 15,734 $923K
Syverson Strege & Co 0.31% No change 15,718 $922K
Lokken Investment Group LLC 0.43% Reduce -3.6% 15,684 $920K
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -1.6% 15,617 $916K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.24% No change 15,598 $915K
Life Planning Partners, Inc 0.83% Add +0.0% 15,561 $913K
Advisory Services Network, LLC 0.02% Reduce -0.3% 15,550 $912K
Destiny Wealth Partners, LLC 0.16% No change 15,535 $911K
Eclectic Associates Inc. 0.40% No change 15,514 $910K
Sound View Wealth Advisors Group, LLC 0.09% Reduce -2.1% 15,504 $909K
Financial Counselors Inc. 0.01% Add +33.1% 15,487 $908K
Cynosure Group, LLC 0.15% No change 15,420 $904K
Janiczek Wealth Management, LLC 0.19% Reduce -7.5% 15,413 $904K
Ellevest, Inc. 0.05% Add +3.4% 15,313 $898K
Red Tortoise LLC 0.49% Add +0.8% 15,271 $895K
Fortis Capital Advisors, LLC 0.32% No change 15,187 $891K
Orion Porfolio Solutions, LLC 0.01% Add +14.4% 15,159 $889K
Orion Portfolio Solutions, LLC 0.01% Add +14.4% 15,159 $889K
Galvin, Gaustad & Stein, LLC 0.08% No change 15,098 $885K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Add +82.9% 14,994 $879K
Merriman Wealth Management, LLC 0.04% Add +1.0% 14,986 $879K
Richard C. Young & CO., LTD. 0.11% Reduce -1.9% 14,887 $873K
Traveka Wealth, LLC 0.43% Reduce -3.0% 14,879 $873K
Up Strategic Wealth Investment Advisors LLC 1.32% No change 14,858 $871K
Allegheny Financial Group 0.25% New 14,846 $871K
Qube Research & Technologies Ltd 0.00% Add +386.2% 14,805 $868K
Brewster Financial Planning LLC 0.73% Reduce -0.2% 14,798 $868K
Cypress Point Wealth Management, LLC 0.41% Add +0.8% 14,748 $865K
Summit Financial Strategies, Inc. 0.11% Reduce -4.5% 14,714 $863K
Ashton Thomas Securities, LLC 0.21% — 14,319 $854K
Modera Wealth Management, LLC 0.01% Add +3.2% 14,537 $852K
Quadcap Wealth Management, LLC 0.15% New 14,389 $844K
Davis Capital Management 0.73% No change 14,332 $842K
Common Fund for Nonprofit Organizations 0.12% Reduce -8.2% 14,315 $839K
BluePointe Capital Management, LLC 0.56% No change 14,310 $839K
Certus Wealth Management, LLC 0.63% Add +4.4% 14,081 $826K
Signaturefd, LLC 0.02% Reduce -8.6% 14,037 $823K
GC Wealth Management RIA, LLC 0.16% Reduce -1.9% 14,020 $822K
Chemistry Wealth Management LLC 0.21% No change 13,848 $812K
Harel Insurance Investments & Financial Services Ltd. 0.02% New 13,938 $811K
Personal Cfo Solutions, LLC 0.12% Reduce -2.0% 13,633 $799K
Insight Advisors, LLC/ PA 0.15% Reduce -1.9% 13,624 $799K
Fort Point Capital Partners LLC 0.10% Reduce -0.9% 13,488 $791K
Novak & Powell Financial Services, Inc. 0.49% Add +0.6% 13,426 $787K
Mesirow Financial Investment Management, Inc. 0.02% Add +0.3% 13,357 $783K
GSG Advisors LLC 0.27% Add +0.5% 13,236 $777K
NBT Bank, N.A. 0.06% Reduce -1.7% 13,223 $776K
Prostatis Group LLC 0.27% Reduce -3.6% 13,193 $774K
Procyon Advisors, LLC 0.06% Add +7.5% 13,179 $773K
Argent Trust Co 0.03% Reduce -19.0% 13,126 $770K
AdvisorNet Financial, Inc 0.07% Add +7.3% 13,106 $769K
First Manhattan Co. Llc. 0.00% Reduce -2.6% 13,059 $766K
SkyOak Wealth, LLC 0.18% Add +1.3% 13,035 $764K
IFG Advisory, LLC 0.05% Reduce -3.7% 13,012 $763K
Probity Advisors, Inc. 0.16% No change 12,999 $762K
Glen Eagle Advisors, LLC 0.14% Add +1.2% 12,922 $758K
Farther Finance Advisors, LLC 0.04% Add +75.6% 12,886 $757K
Koshinski Asset Management, Inc. 0.07% Add +19.7% 12,539 $748K
Summit Wealth Partners, LLC 0.15% Reduce -2.6% 12,733 $747K
N.E.W. Advisory Services LLC 0.08% Reduce -2.5% 12,729 $746K
Rebalance, LLC 0.06% Reduce -0.5% 12,702 $745K
RVW Wealth, LLC 0.07% Add +0.1% 12,424 $729K
Schechter Investment Advisors, LLC 0.05% Add +107.3% 12,347 $724K
Operose Advisors LLC 0.25% Add +0.2% 12,272 $720K
Brand Asset Management Group, Inc. 0.30% No change 12,174 $714K
Wescott Financial Advisory Group, LLC 0.08% Reduce -0.6% 12,163 $713K
Brown, Lisle/Cummings, Inc. 0.23% Reduce -4.4% 12,099 $709K
Busey Bank 0.02% No change 12,096 $709K
Factory Mutual Insurance Co. 0.01% No change 12,000 $704K
Old National Bancorp 0.02% Reduce -32.1% 11,894 $697K
Forza Wealth Management, LLC 0.36% No change 11,820 $693K
NorthRock Partners, LLC 0.03% Reduce -7.5% 11,797 $692K
Quantinno Capital Management LP 0.01% Reduce -5.9% 11,703 $686K
RTD Financial Advisors, Inc. 0.09% Reduce -0.4% 11,688 $685K
Compass Financial Group, INC 0.15% Add +1.8% 11,641 $683K
Old North State Trust, LLC 0.59% No change 11,627 $682K
Rathbones Group PLC 0.00% No change 11,610 $681K
OMNI 360 Wealth, Inc. 0.51% Reduce -2.3% 11,460 $672K
Arista Wealth Management, LLC 0.18% New 11,440 $671K
Capital City Trust Co. 0.18% No change 11,422 $670K
Orcam Financial Group 0.72% No change 11,414 $669K
Skyline Advisors, Inc. 0.29% No change 11,406 $669K
Kwmg, LLC 0.07% Reduce -4.1% 11,405 $669K
Collective Family Office LLC 0.20% Reduce -3.0% 11,390 $668K
First National Bank of Omaha 0.04% No change 11,250 $660K
Barclays PLC 0.00% No change 11,135 $653K
Union Savings Bank 0.34% Reduce -13.3% 11,113 $652K
Csenge Advisory Group 0.04% Reduce -1.8% 11,091 $650K
Strategies Wealth Advisors, LLC 0.09% Reduce -0.4% 11,057 $648K
HUB Investment Partners, LLC 0.03% New 11,026 $647K
Sowell Financial Services LLC 0.03% Reduce -10.2% 11,023 $646K
Ellis Investment Partners, LLC 0.14% Add +2.3% 10,991 $644K
Pioneer Wealth Management Group 0.34% Reduce -0.1% 10,938 $641K
Sentry LLC 0.12% No change 10,870 $637K
Noble Family Wealth, LLC 0.18% Add +1.1% 10,849 $636K
Cannell & Spears LLC 0.01% No change 10,626 $623K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +7.6% 10,592 $621K
Private Capital Management, LLC 0.07% Add +0.7% 10,583 $621K
FineMark National Bank & Trust 0.02% Add +2.8% 10,534 $618K
UNIVEST FINANCIAL Corp 0.17% No change 10,523 $617K
Cranbrook Wealth Management, LLC 0.15% Reduce -8.0% 10,474 $614K
Capstone Financial Advisors, Inc. 0.04% Add +0.4% 10,446 $613K
Alpha Omega Wealth Management LLC 0.12% Reduce -2.1% 10,433 $612K
Wealth Architects, LLC 0.07% No change 10,416 $611K
Forte Capital LLC 0.07% No change 10,400 $610K
Fisher Asset Management 0.00% Add +49.7% 10,339 $606K
Bull Street Advisors, LLC 0.29% Reduce -0.2% 10,226 $600K
Sharp Wealth Advisory, LLC 0.51% New 10,203 $598K
Williams Jones Wealth Management, LLC. 0.01% No change 10,196 $598K
Roberts Glore & Co. Inc. 0.18% Add +65.0% 10,152 $595K
TCI Wealth Advisors, Inc. 0.06% No change 10,137 $594K
Capasso Planning Partners LLC 0.19% Add +38.9% 10,096 $592K
Barnes Pettey Financial Advisors, LLC 0.51% Reduce -2.1% 10,060 $590K
Root Financial Partners, LLC 0.14% New 10,045 $589K
Duncker Streett & Co. Inc. 0.11% Reduce -21.7% 10,023 $588K
Ieq Capital, LLC 0.01% Reduce -38.0% 9,955 $584K
Western Wealth Management, LLC 0.04% Reduce -19.8% 9,844 $577K
Etfidea, LLC 0.19% Add +1.6% 9,828 $576K
Marcum Wealth, LLC 0.06% Reduce -13.0% 9,802 $575K
Valued Retirements, Inc. 0.86% No change 9,719 $570K
Sierra Capital LLC 0.08% Reduce -29.8% 9,704 $569K
AIMZ Investment Advisors, LLC 0.20% Reduce -17.5% 9,650 $566K
HTLF Bank 0.06% New 9,550 $560K
Towneley Capital Management, Inc / DE 0.13% Reduce -52.8% 9,421 $552K
SMI Advisory Services, LLC 0.14% New 9,202 $549K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -36.2% 9,335 $547K
Hyman Charles D 0.03% No change 9,336 $547K
Accurate Wealth Management, LLC 0.13% New 8,999 $546K
Lakewood Asset Management LLC 0.38% Reduce -1.8% 9,223 $541K
Horizon Family Wealth, Inc. 0.41% No change 9,180 $538K
Investment Research & Advisory Group, Inc. 0.24% Reduce -1.2% 9,147 $536K
Silver Oak Advisory Group, Inc. 0.29% Add +0.2% 9,042 $530K
Trustmark Bank Trust Department 0.04% No change 8,994 $527K
Madison Wealth Partners, Inc 0.18% No change 8,990 $527K
Fermata Advisors, LLC 0.12% Reduce -0.7% 8,955 $525K
Cahill Financial Advisors Inc. 0.07% Reduce -1.7% 8,925 $523K
Annapolis Financial Services, LLC 0.17% Reduce -8.6% 8,874 $520K
Eagle Harbor Asset Management Inc. 0.55% Reduce -3.5% 10,489 $518K
Axxcess Wealth Management, LLC 0.01% Add +0.3% 8,820 $517K
LifePlan Financial, LLC 0.47% Add +2.7% 8,752 $513K
First National Corp. /Ma/ 0.12% Add +8.7% 8,711 $511K
EagleClaw Capital Managment, LLC 0.09% No change 8,700 $510K
Glaxis Capital Management, LLC 0.88% Add +0.7% 4,335 $509K
Smallwood Wealth Investment Management, LLC 0.39% Reduce -0.1% 8,651 $507K
Principal Securities, Inc. 0.01% Add +20.9% 8,603 $504K
JFS Wealth Advisors, LLC 0.04% Reduce -17.0% 8,596 $504K
Brown Brothers Harriman & Co. 0.00% Add +240.8% 8,588 $504K
WFA of San Diego, LLC 0.45% — 8,585 $503K
WealthBridge Investment Counsel Inc. 0.19% Reduce -1.5% 8,575 $503K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -50.3% 8,220 $501K
Lindbrook Capital, LLC 0.05% Reduce -23.0% 8,540 $501K
Nia Impact Advisors, LLC 0.18% No change 8,528 $500K
Lazard Asset Management LLC 0.00% Add +63.8% 8,509 $499K
Boston Trust Walden Corp 0.00% Reduce -1.6% 8,491 $498K
PrairieView Partners, LLC 0.06% Reduce -0.2% 8,491 $497K
Evergreen Advisors, LLC 0.15% Add +0.8% 8,457 $496K
Capital Investment Advisors, LLC 0.01% Add +9.1% 8,409 $493K
Courage Miller Partners, LLC 0.18% Reduce -2.5% 8,408 $493K
Hall Laurie J Trustee 0.17% Add +8.8% 8,316 $488K
Westmount Partners, LLC 0.16% No change 8,274 $486K
Harbour Investments, Inc. 0.02% Add +3.4% 8,267 $485K
SeaCrest Wealth Management, LLC 0.06% Reduce -8.8% 8,250 $484K
West Bancorporation Inc. 0.36% Add +41.7% 8,233 $483K
Bouchey Financial Group, Ltd. 0.05% No change 8,228 $482K
Debussy Capital Management LP 0.14% Add +0.1% 8,144 $478K
Ciovacco Capital Management LLC 0.31% Reduce -10.8% 8,081 $474K
Crescent Grove Advisors, LLC 0.05% No change 8,040 $471K
Causeway Capital Management LLC 0.01% Add +90.3% 8,039 $471K
Shakespeare Wealth Management, LLC 0.14% Add +41.9% 4,948 $471K
Petix & Botte Co 0.13% Reduce -30.8% 8,036 $471K
YHB Investment Advisors, Inc. 0.04% Add +0.0% 8,035 $471K
Cahill Wealth Management, LLC 0.28% Add +0.8% 8,027 $471K
Harbor Investment Advisory, LLC 0.05% Reduce -45.4% 7,986 $468K
J. W. Coons Advisors, LLC 0.09% Add +12.8% 7,960 $467K
Martel Wealth Advisors LLC 0.10% Add +0.8% 7,919 $464K
InTrack Investment Management Inc 0.33% New 7,853 $460K
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% No change 7,835 $459K
Blue Barn Wealth, LLC 0.25% Reduce -2.0% 7,786 $457K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.5% 7,775 $456K
Smith Salley Wealth Management 0.03% Reduce -27.6% 7,772 $456K
Gleason Group, Inc. 0.09% Add +0.8% 7,752 $455K
Capstone Wealth Management Group, LLC 0.30% Add +0.8% 7,733 $453K
Sandy Cove Advisors, LLC 0.20% Reduce -22.7% 7,687 $451K
Mayport, LLC 0.16% No change 7,670 $450K
Topel & Distasi Wealth Management, LLC 0.20% Add +0.8% 7,664 $449K
Claro Advisors Inc. 0.07% Reduce -45.8% 7,628 $447K
Plum Street Advisors, LLC 0.26% No change 7,609 $446K
JGP Wealth Management, LLC 0.06% Reduce -15.5% 7,588 $445K
Passive Capital Management, LLC. 0.17% No change 7,587 $445K
Florida Trust Wealth Management Co 0.02% No change 7,587 $445K
Cascade Investment Group, Inc. 0.35% Reduce -8.5% 7,557 $443K
Jacobi Capital Management LLC 0.04% Reduce -8.4% 7,521 $441K
Capital International Investors 0.00% Add +24.9% 7,528 $441K
Kovack Advisors, Inc. 0.05% New 7,510 $440K
Proficio Capital Partners LLC 0.05% Reduce -5.9% 7,505 $440K
Pine Haven Investment Counsel, Inc 0.38% No change 7,463 $438K
WealthPLAN Partners, LLC 0.05% Reduce -1.1% 7,421 $435K
Robinswood Financial LLC 0.18% Add +13.4% 7,402 $434K
Farrell Financial LLC 0.34% Add +0.7% 7,373 $432K
Wimmer Associates 1, LLC 0.22% Add +5.6% 7,319 $429K
Presidio Capital Management, LLC 0.30% Reduce -82.8% 7,319 $429K
Gilbert & Cook, Inc. 0.06% Reduce -3.2% 7,302 $428K
First Heartland Consultants, Inc. 0.04% Add +3.7% 7,290 $427K
ZynergyRetirementPlanningLLC 0.33% — 7,267 $426K
Safeguard Financial, LLC 0.12% Reduce -12.7% 7,266 $426K
Christensen, King & Associates Investment Services, Inc. 0.21% Add +1.2% 7,260 $426K
Sierra Summit Advisors LLC 0.10% Add +19.2% 7,220 $423K
Annex Advisory Services, LLC 0.01% Reduce -4.9% 7,192 $422K
Angeles Wealth Management, LLC 0.04% No change 7,127 $418K
Austin Private Wealth, LLC 0.04% No change 7,002 $411K
Geneos Wealth Management Inc. 0.02% Add +1.7% 6,998 $410K
Bill Few Associates, Inc. 0.16% Reduce -8.7% 6,931 $406K
Fifth Third Wealth Advisors LLC 0.03% Add +66.0% 6,924 $406K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.4% 6,919 $406K
Eagle Ridge Investment Management 0.04% Add +16.9% 6,911 $405K
Retirement Planning Group, LLC 0.03% Add +29.6% 6,887 $404K
S.A. Mason LLC 0.23% Add +6.1% 6,866 $403K
Bradley & Co. Private Wealth Management, LLC 0.29% No change 6,763 $397K
Logan Capital Management Inc. 0.02% No change 6,729 $395K
Moneco Advisors, LLC 0.06% Reduce -9.0% 6,717 $394K
Treynor Bancshares, Inc. 0.41% Reduce -54.4% 6,614 $388K
Pittenger & Anderson Inc. 0.02% No change 6,600 $387K
Fonville Wealth Management LLC 0.15% No change 6,529 $383K
NorthLanding Financial Partners, LLC 0.40% No change 6,520 $382K
LMG Wealth Partners, LLC 0.10% No change 6,509 $382K
Argent Advisors, Inc. 0.15% No change 6,500 $381K
Deutsche Bank AG 0.00% No change 6,500 $381K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.4% 6,439 $378K
Arlington Financial Advisors, LLC 0.08% Reduce -11.3% 6,411 $376K
MB Generational Wealth, LLC 0.29% Add +15.9% 6,403 $375K
Waddell & Associates, LLC 0.05% No change 6,400 $375K
Unionview, LLC 0.31% Add +9.2% 6,371 $374K
Millennium Management 0.00% Reduce -72.6% 6,361 $373K
Certuity, LLC 0.03% Add +56.3% 6,330 $371K
Droms Strauss Advisors Inc. /Mo/ 0.13% No change 6,311 $370K
Whalerock Point Partners, LLC 0.10% No change 6,285 $369K
Financial Partners Group, LLC 0.14% Reduce -0.9% 6,260 $367K
49 Wealth Management, LLC 0.07% Reduce -4.4% 6,228 $366K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.9% 6,223 $365K
Banco Santander, S.A. 0.00% Reduce -6.4% 6,219 $365K
Van Hulzen Asset Management, LLC 0.02% Add +4.2% 6,170 $362K
Bokf, NA 0.01% Add +24.2% 6,147 $360K
Bedel Financial Consulting, Inc. 0.05% No change 6,144 $360K
IHT Wealth Management, LLC 0.01% Add +0.5% 6,126 $359K
Ironwood Investment Counsel, LLC 0.06% Add +17.2% 6,123 $359K
Scotia Capital Inc. 0.00% Reduce -1.0% 6,121 $359K
HBK Sorce Advisory LLC 0.01% Reduce -0.0% 6,111 $358K
Wellington Management Group LLP 0.00% Add +5.3% 6,094 $357K
Icon Wealth Advisors, LLC 0.03% Reduce -0.2% 5,914 $356K
Red Door Wealth Management, LLC 0.06% Add +10.2% 6,059 $355K
Caldwell Trust Co 0.04% Reduce -1.3% 5,998 $352K
Independent Financial Group, LLC 0.01% Add +28.3% 5,997 $352K
Advus Financial Partners, LLC 0.11% Add +12.2% 5,987 $351K
Trivium Point Advisory, LLC 0.05% New 5,935 $348K
Thornburg Investment Management Inc. 0.00% New 5,917 $347K
Owen LaRue, LLC 0.21% Reduce -29.7% 5,908 $346K
Horan Securities, Inc. 0.15% Add +44.7% 5,896 $346K
O'shaughnessy Asset Management, LLC 0.00% Add +60.9% 5,896 $346K
Summit X, LLC 0.08% No change 5,851 $343K
Vance Wealth, LLC 0.14% No change 5,850 $343K
BKM Wealth Management, LLC 0.16% No change 5,843 $343K
Southland Equity Partners LLC 0.10% Reduce -1.2% 5,828 $342K
Clarity Capital Advisors, LLC 0.26% Add +0.8% 5,807 $340K
Nicolet Advisory Services, LLC 0.03% Reduce -5.5% 5,574 $336K
Cherrydale Wealth Management, LLC 0.15% Add +0.8% 5,724 $336K
Pallas Capital Advisors LLC 0.02% No change 5,595 $335K
Compound Planning, Inc. 0.02% New 5,717 $335K
Goelzer Investment Management, Inc. 0.02% No change 5,709 $335K
Stuart Investment Advisors, Inc. 0.21% Add +0.8% 5,656 $332K
Lantern Wealth Advisors, LLC 0.24% Add +0.1% 5,647 $331K
McGlone Suttner Wealth Management, Inc. 0.07% No change 5,891 $331K
LexAurum Advisors, LLC 0.08% Add +0.8% 5,592 $328K
Nottingham Advisors, Inc. 0.04% New 5,500 $323K
Vantage Investment Partners, LLC 0.03% No change 5,493 $322K
Petra Financial Advisors Inc. 0.23% Add +0.3% 5,458 $320K
Talisman Wealth Advisors LLC 0.37% Add +0.3% 5,441 $319K
Olde Wealth Management, LLC 0.12% New 5,454 $319K
Mathes Company, Inc. 0.12% No change 5,400 $317K
Transform Wealth, LLC 0.02% Add +0.1% 5,391 $316K
ARK & TLK Investments, LLC 0.12% Add +0.8% 5,376 $315K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $311K
Navellier & Associates Inc. 0.04% No change 5,286 $310K
Walkner Condon Financial Advisors LLC 0.07% Add +28.7% 5,283 $310K
PFG Investments, LLC 0.02% New 5,267 $309K
Legacy Private Trust Co. 0.02% No change 5,251 $308K
Principle Wealth Partners LLC 0.02% No change 5,226 $306K
SWAN Capital LLC 0.17% No change 5,212 $306K
Butensky & Cohen Financial Security, Inc. 0.10% Reduce -13.7% 5,186 $304K
Brightwater Advisory LLC 0.23% Reduce -1.4% 5,164 $303K
Capital Planning Advisors, LLC 0.05% No change 5,164 $303K
Old Mission Investment Co LLC 0.10% No change 5,155 $302K
Level Four Advisory Services, LLC 0.01% Reduce -27.2% 5,127 $301K
Vision Capital Management, Inc. 0.04% No change 5,105 $299K
First Interstate Bank 0.02% No change 5,100 $299K
Altiora Financial Group, LLC 0.07% No change 5,070 $297K
Elser Financial Planning, Inc 0.05% — 5,042 $296K
Texas Yale Capital Corp. 0.01% New 5,040 $296K
Leo Wealth, LLC 0.03% Reduce -1.0% 4,992 $293K
Trexquant Investment LP 0.00% New 4,988 $292K
Shayne & Jacobs, LLC 0.08% No change 4,980 $292K
Waller Financial Planning Group, Inc. 0.08% No change 4,936 $289K
Elmwood Wealth Management, Inc. 0.13% Add +0.1% 4,890 $287K
Plante Moran Financial Advisors, LLC 0.03% Add +10.2% 4,879 $286K
NFJ Investment Group, LLC 0.01% New 4,861 $285K
Pine Harbor Wealth Management, LLC 0.17% Add +8.6% 4,858 $285K
Strategic Financial Partners, Ltd. 0.16% Reduce -15.9% 4,854 $285K
Gradient Investments LLC 0.01% Reduce -0.8% 4,855 $285K
Baxter Bros Inc. 0.04% Reduce -12.6% 4,848 $284K
EPIQ Capital Group, LLC 0.10% Add +0.8% 4,845 $284K
Pettyjohn, Wood & White, Inc. 0.06% Add +0.3% 4,827 $283K
Murphy Pohlad Asset Management LLC 0.12% New 4,822 $283K
Investment Advisory Group, LLC 0.11% No change 4,804 $282K
Evanson Asset Management, LLC 0.02% Add +0.5% 4,804 $282K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.0% 4,784 $281K
Ausdal Financial Partners, Inc. 0.03% Reduce -0.5% 4,773 $280K
Stone Summit Wealth LLC 0.10% No change 4,755 $279K
Choate Investment Advisors 0.01% No change 4,740 $278K
AE Wealth Management LLC 0.00% Add +37.1% 4,737 $278K
Strategic Blueprint, LLC 0.02% Reduce -15.7% 4,720 $277K
American Financial & Tax Strategies Inc. 0.15% Reduce -0.2% 4,714 $276K
Peterson Wealth Advisors, LLC 0.06% Add +0.8% 4,710 $276K
TFB Advisors LLC 0.09% Add +3.4% 4,709 $276K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -4.0% 4,702 $276K
Cary Street Partners Asset Management LLC 0.04% New 4,686 $275K
Omega Financial Group, LLC 0.11% Add +0.6% 4,661 $273K
Mitchell Sinkler & Starr 0.07% Add +3.8% 4,624 $273K
Forum Financial Management, LP 0.00% Reduce -70.8% 4,609 $270K
Hedges Asset Management LLC 0.19% No change 4,600 $270K
Sterling Group Wealth Management, LLC 0.15% — 4,591 $269K
Strategic Financial Services, Inc. 0.02% Reduce -1.9% 4,581 $269K
Arrowroot Family Office, LLC 0.17% Add +0.1% 4,580 $269K
Coastwise Capital Group, LLC 0.26% No change 4,540 $266K
Detalus Advisors, LLC 0.09% Reduce -0.6% 4,536 $266K
Schiavi & Co LLC 0.10% No change 4,519 $265K
Stephenson & Company, Inc. 0.20% No change 4,507 $264K
Correct Capital Wealth Management 0.06% Reduce -78.5% 4,488 $263K
Nicolet Bankshares Inc. 0.05% Reduce -37.8% 4,460 $262K
Basepoint Wealth LLC 0.21% No change 4,437 $260K
First Trust Direct Indexing L.P. 0.02% Add +3.7% 4,399 $258K
RDA Financial Network 0.08% Reduce -1.1% 4,395 $258K
Sepio Capital, LP 0.02% Add +0.7% 4,376 $257K
Retirement Income Solutions, Inc. 0.06% No change 4,375 $257K
Financial Engines Advisors L.L.C. 0.00% New 4,368 $256K
Occidental Asset Management, LLC 0.04% Reduce -4.4% 4,362 $256K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -0.6% 4,362 $256K
WNY Asset Management, LLC 0.03% No change 4,357 $255K
Capital Group Private Client Services, Inc. 0.00% No change 4,347 $255K
Beacon Harbor Wealth Advisors, Inc. 0.07% No change 4,328 $254K
FSM Wealth Advisors, LLC 0.08% Add +0.2% 4,316 $253K
Strategic Wealth Partners, Ltd. 0.03% Reduce -1.4% 4,308 $253K
Pavion Blue Capital, LLC 0.12% No change 4,306 $253K
Carolinas Wealth Consulting LLC 0.05% Add +0.5% 4,294 $252K
MJP Associates Inc. 0.05% Add +0.1% 4,287 $251K
Vestor Capital, LLC 0.02% New 4,281 $251K
Salem Investment Counselors Inc. 0.01% Reduce -1.0% 4,268 $250K
Northern Capital Management, Inc. 0.17% No change 4,248 $249K
Pinnacle Bancorp, Inc. 0.07% No change 4,234 $248K
Sageworth Trust Co of South Dakota 0.36% No change 4,224 $248K
Prosperity Consulting Group, LLC 0.03% New 4,217 $247K
Cassady Schiller Wealth Management, LLC 0.10% Reduce -1.7% 4,202 $246K
Fulton Breakefield Broenniman LLC 0.02% New 4,191 $246K
BlueSky Wealth Advisors, LLC 0.04% New 4,190 $246K
Aspire Capital Advisors LLC 0.08% Add +0.4% 4,173 $245K
West Michigan Advisors, LLC 0.08% Reduce -3.0% 4,152 $243K
GAMMA Investing LLC 0.03% Add +14.3% 4,145 $243K
Retirement Planning Co of New England, Inc. 0.13% Reduce -2.4% 4,133 $242K
Freedom Investment Management, Inc. 0.02% New 4,118 $242K
Blue Trust, Inc. 0.00% No change 4,107 $241K
Uptick Partners, LLC 0.18% No change 4,096 $240K
EverSource Wealth Advisors, LLC 0.02% Add +20.6% 3,983 $239K
Wealth Advisors of Iowa, LLC 0.13% New 5,312 $239K
Acropolis Investment Management, LLC 0.02% Add +4.3% 4,080 $239K
Kiely Wealth Advisory Group, Inc. 0.13% No change 4,088 $237K
Interchange Capital Partners, LLC 0.09% New 4,000 $235K
Barlow Wealth Partners, LLC 0.03% No change 3,971 $234K
Mosaic Family Wealth Partners, LLC 0.04% No change 3,978 $233K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -6.4% 3,976 $233K
Headinvest, LLC 0.05% Reduce -6.8% 3,965 $233K
First Bank & Trust 0.05% No change 3,950 $232K
Soltis Investment Advisors LLC 0.02% Reduce -56.7% 3,950 $232K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $231K
Lanark Financial, Inc. 0.02% Add +0.8% 3,955 $231K
Aristotle Capital Management, LLC 0.00% New 3,924 $230K
Tyche Wealth Partners LLC 0.06% No change 3,918 $230K
Almanack Investment Partners, LLC. 0.04% No change 3,917 $230K
Wealth Dimensions Group, Ltd. 0.07% Add +0.2% 3,907 $229K
Thoroughbred Financial Services, LLC 0.02% New 3,902 $228K
Bordeaux Wealth Advisors LLC 0.04% Add +0.1% 3,883 $228K
Integral Investment Advisors, Inc. 0.08% No change 3,886 $228K
Financial Planning & Information Services, Inc. 0.03% No change 3,867 $227K
Aspen Grove Capital, LLC 0.05% New 3,859 $226K
Hanover Advisors Inc. 0.10% Reduce -4.0% 3,854 $226K
Quarry Hill Advisors, LLC 0.15% Reduce -24.9% 3,829 $225K
Coordinated Financial Services, Inc. 0.19% Add +0.0% 3,821 $224K
ESL Trust Services, LLC 0.05% Add +28.8% 3,821 $224K
Prepared Retirement Institute LLC 0.15% New 3,814 $224K
USA Financial Formulas 0.04% Reduce -10.1% 3,807 $223K
Camelot Technology Advisors, Inc. 0.21% No change 3,800 $223K
Confluence Wealth Services, Inc. 0.02% Add +3.0% 3,782 $222K
Latitude Advisors, LLC 0.13% Reduce -27.5% 3,748 $220K
Naples Global Advisors, LLC 0.02% No change 3,725 $218K
Alliance Wealth Management Group 0.06% Reduce -5.1% 3,702 $217K
Towercrest Capital Management 0.04% Reduce -5.1% 3,702 $217K
Checchi Capital Advisers, LLC 0.02% Add +4.6% 3,688 $216K
Lazari Capital Management, Inc. 0.10% New 3,684 $216K
Arkadios Wealth Advisors 0.01% New 3,676 $216K
Becker Capital Management Inc. 0.01% New 3,651 $214K
Arete Wealth Advisors, LLC 0.02% New 3,635 $213K
Gray Wealth Management Inc. 0.09% Add +0.0% 3,631 $213K
TD Capital Management LLC 0.02% Add +0.4% 3,620 $212K
Aspen Wealth Management LLC 0.07% Reduce -13.2% 3,612 $212K
HF Advisory Group, LLC 0.11% New 3,605 $211K
Planned Solutions, Inc. 0.10% No change 3,587 $210K
Pekin Hardy Strauss, Inc. 0.03% Reduce -2.0% 3,585 $210K
Wealth Alliance, LLC 0.03% New 3,585 $210K
Eagle Global Advisors LLC 0.01% New 3,555 $208K
Opal Wealth Advisors, LLC 0.07% Add +8.1% 3,545 $208K
Colton Groome Financial Advisors, LLC 0.08% No change 3,535 $207K
SilverOak Wealth Management LLC 0.05% No change 3,533 $207K
CNB Bank 0.10% Reduce -12.4% 3,532 $207K
SageView Advisory Group, LLC 0.01% Reduce -17.9% 3,528 $207K
Copperleaf Capital, LLC 0.17% No change 3,519 $206K
Pine Ridge Advisers LLC 0.02% New 3,515 $206K
TCTC Holdings, LLC 0.01% Add +0.2% 3,506 $206K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% Reduce -26.4% 3,501 $205K
Johnson Financial Group, Inc. 0.01% Reduce -22.3% 3,475 $204K
Resonant Capital Advisors, LLC 0.02% New 3,426 $201K
Optivise Advisory Services LLC 0.11% — 3,424 $201K
Ascentis Independent Advisors 0.04% — 3,421 $201K
Dominguez Wealth Management Solutions, Inc. 0.15% Reduce -4.5% 3,416 $200K
Tacita Capital Inc 0.14% Reduce -37.5% 3,365 $197K
Colonial Trust Advisors 0.02% No change 3,350 $196K
Realta Investment Advisors 0.04% Reduce -6.9% 3,335 $196K
HHM Wealth Advisors, LLC 0.03% Add +2446.4% 3,183 $187K
Element Wealth, LLC 0.10% Reduce -11.2% 3,181 $187K
Fort Vancouver Investment Management, LLC 0.18% — 3,175 $186K
Rothschild Investment LLC 0.01% Add +192.6% 3,175 $186K
NCP Inc. 0.12% Add +0.5% 3,154 $185K
Hobbs Group Advisors, LLC 0.07% — 3,130 $184K
Rosenberg Matthew Hamilton 0.05% Add +202.7% 3,121 $183K
Aptus Capital Advisors, LLC 0.00% Reduce -28.9% 2,951 $173K
Independence Bank of Kentucky 0.05% No change 2,939 $172K
AllSquare Wealth Management LLC 0.10% Reduce -20.1% 2,865 $168K
FAS Wealth Partners, Inc. 0.01% Add +0.3% 2,814 $165K
MidAtlantic Capital Management, Inc. 0.14% No change 2,801 $164K
Zeit Capital LLC 0.13% No change 2,743 $161K
Evermay Wealth Management LLC 0.03% Add +13.3% 2,742 $161K
Smartleaf Asset Management LLC 0.02% Add +68.4% 2,530 $148K
Larson Financial Group LLC 0.01% Add +34.7% 2,406 $141K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.5% 2,375 $138K
Solstein Capital, LLC 0.09% Add +15.3% 2,303 $135K
Optimum Investment Advisors 0.06% No change 2,233 $131K
Avion Wealth 0.03% Add +0.1% 2,093 $122K
Headlands Technologies LLC 0.01% New 2,059 $121K
Elevation Wealth Partners, LLC 0.05% Add +0.8% 1,932 $113K
Frazier Financial Advisors, LLC 0.09% Add +0.8% 1,904 $112K
Intelligent Financial Strategies 0.07% No change 1,887 $111K
Private Trust Co. NA 0.01% Reduce -3.7% 1,777 $104K
LGT Financial Advisors LLC 0.22% No change 1,745 $102K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $102K
Central Pacific Bank - Trust Division 0.01% No change 1,711 $100K
Bollard Group LLC 0.00% Add +0.8% 1,702 $100K
Grove Bank & Trust 0.02% No change 1,700 $100K
Quadrant Capital Group LLC 0.01% No change 1,682 $99K
Northwest Capital Management Inc 0.04% Reduce -46.8% 1,640 $96K
Evolution Advisers, Inc. 0.06% No change 1,649 $96K
Ridgewood Investments LLC 0.05% New 1,594 $93K
Versant Capital Management, Inc 0.02% No change 1,594 $93K
Legacy Bridge, LLC 0.05% No change 1,552 $91K
DHJJ Financial Advisors, Ltd. 0.04% Add +3.1% 1,516 $89K
Eagle Bay Advisors LLC 0.05% No change 1,500 $88K
Pacifica Partners Inc. 0.03% Add +0.3% 1,356 $81K
Heritage Wealth Advisors 0.00% Add +0.5% 1,319 $77K
TruNorth Capital Management, LLC 0.02% No change 1,297 $76K
Cornerstone Planning Group LLC 0.02% Reduce -58.3% 1,347 $76K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $76K
Crewe Advisors LLC 0.01% No change 1,285 $75K
Jamison Private Wealth Management, Inc. 0.01% Add +0.8% 1,270 $74K
GPS Wealth Strategies Group, LLC 0.01% Add +7662.5% 1,242 $73K
Financial Freedom, LLC 0.04% Add +0.8% 1,209 $71K
Planning Capital Management Corp 0.05% Add +0.8% 1,176 $69K
MeadowBrook Investment Advisors LLC 0.07% Reduce -99.5% 455 $68K
Glass Jacobson Investment Advisors llc 0.02% Reduce -32.2% 1,095 $64K
Family Manage LLC 0.01% New 1,067 $63K
Bangor Savings Bank 0.01% Reduce -3.2% 1,045 $61K
Horizons Wealth Management 0.05% Add +219.9% 1,014 $60K
Private Capital Management LLC 0.01% Add +0.1% 1,008 $59K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,000 $59K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $59K
Belmont Capital, LLC 0.01% No change 997 $58K
Continuum Advisory, LLC 0.01% Add +0.6% 959 $56K
Arlington Trust Co LLC 0.01% No change 955 $56K
Center for Financial Planning, Inc. 0.01% No change 941 $55K
Fortitude Family Office, LLC 0.03% Add +0.9% 933 $55K
Innealta Capital, LLC 0.02% New 915 $54K
Westside Investment Management, Inc. 0.01% No change 909 $53K
Bogart Wealth, LLC 0.00% No change 887 $52K
International Assets Investment Management, LLC 0.00% New 837 $49K
Financial Perspectives, Inc 0.02% No change 824 $48K
Institutional & Family Asset Management, LLC 0.01% No change 815 $48K
Private Wealth Management Group, LLC 0.02% No change 805 $47K
Gables Capital Management Inc. 0.02% No change 800 $47K
Salomon & Ludwin, LLC 0.01% 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
RFP Financial Group LLC 0.02% Reduce -16.5% 746 $44K
LRI Investments, LLC 0.00% No change 727 $43K
Lowe Wealth Advisors, LLC 0.02% New 712 $42K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -11.3% 710 $42K
Provenance Wealth Advisors, LLC 0.01% Reduce -24.9% 709 $42K
Parkside Financial Bank & Trust 0.01% No change 679 $40K
Addison Advisors LLC 0.01% No change 671 $39K
Halpern Financial, Inc. 0.01% No change 648 $38K
Key Financial Inc 0.01% No change 629 $37K
JDM Financial Group LLC 0.02% Add +0.8% 622 $36K
Boyd Watterson Asset Management LLC 0.01% No change 607 $36K
Fairman Group, LLC 0.04% Add +17.6% 602 $35K
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 +0.4% 526 $31K
SOA Wealth Advisors, LLC. 0.01% No change 516 $30K
Vermillion & White Wealth Management Group, LLC 0.02% No change 510 $30K
Guardian Wealth Management, Inc. 0.02% Add +0.2% 502 $29K
Hantz Financial Services, Inc. 0.00% Add +6857.1% 487 $29K
Nvwm, LLC 0.01% No change 481 $28K
Tsfg, LLC 0.01% No change 478 $28K
Financial Gravity Asset Management, Inc. 0.01% Reduce -1.3% 469 $28K
HighMark Wealth Management LLC 0.02% Add +0.9% 461 $27K
Farmers & Merchants Investments Inc. 0.00% Add +190.0% 435 $26K
RE Dickinson Investment Advisors, LLC 0.01% No change 408 $24K
Creative Financial Designs Inc. 0.00% No change 402 $24K
Rain Capital Management, LLC 0.02% No change 396 $24K
FinTrust Capital Advisors, LLC 0.00% No change 401 $24K
Hartford Financial Management Inc. 0.01% No change 400 $23K
Baldwin Wealth Partners LLC 0.00% No change 400 $23K
Mascoma Wealth Management LLC 0.01% No change 391 $23K
Stephens Consulting, LLC 0.01% No change 372 $22K
Colonial Trust Co / SC 0.00% No change 350 $21K
Sugarloaf Wealth Management, LLC 0.00% No change 338 $20K
Wetzel Investment Advisors, Inc. 0.01% No change 321 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 311 $18K
Clearstead Trust, LLC 0.00% No change 308 $18K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 300 $18K
Raleigh Capital Management Inc. 0.01% Add +854.8% 296 $17K
Sanctuary Wealth Management, L.L.C. 0.01% No change 295 $17K
Naples Money Management LLC 0.01% New 258 $15K
Financial Connections Group, Inc. 0.01% New 241 $14K
Atticus Wealth Management, LLC 0.00% Add +20.3% 237 $14K
Cubist Systematic Strategies, LLC 0.00% New 231 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +0.4% 227 $13K
Oakworth Capital, Inc. 0.00% No change 217 $13K
Highline Wealth Partners LLC 0.00% Add +0.5% 202 $12K
Piscataqua Savings Bank 0.01% No change 200 $12K
Sound Income Strategies, LLC 0.00% Reduce -52.5% 197 $12K
Hanson & Doremus Investment Management 0.00% No change 190 $11K
Caitlin John, LLC 0.01% Add +0.5% 185 $11K
Aberdeen Wealth Management LLC 0.01% No change 185 $11K
Arax Advisory Partners 0.00% Add +0.6% 173 $10K
Tucker Asset Management LLC 0.00% No change 160 $9K
Marquette Associates, Inc. 0.01% No change 129 $8K
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
ICA Group Wealth Management, LLC 0.00% Reduce -55.6% 100 $6K
Triad Wealth Partners, LLC 0.00% New 100 $6K
St Germain D J Co. Inc. 0.00% New 97 $6K
Beacon Capital Management, LLC 0.00% New 95 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.7% 95 $6K
Sunbelt Securities, Inc. 0.00% New 89 $5K
Gen-Wealth Partners Inc 0.00% No change 88 $5K
ORG Partners LLC 0.00% New 80 $5K
Keener Financial Planning LLC 0.00% No change 70 $4K
Strategic Investment Solutions, Inc. 0.00% — 64 $4K
Concord Wealth Partners 0.00% No change 41 $2K
Redmont Wealth Advisors LLC 0.00% New 40 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $2K
Family Firm, Inc. 0.00% New 39 $2K
Transcendent Capital Group LLC 0.00% No change 37 $2K
Marquette Asset Management, LLC 0.00% No change 35 $2K
Rakuten Securities, Inc. 0.00% New 35 $2K
Washington Trust Advisors, Inc. 0.00% New 33 $2K
Fairscale Capital, LLC 0.00% — 31 $2K
Ramirez Asset Management, Inc. 0.00% New 32 $2K
WR Wealth Planners, LLC 0.00% New 18 $1K
Hexagon Capital Partners LLC 0.00% Reduce -60.0% 18 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +23.1% 32 $1K
Montag A & Associates Inc. 0.00% No change 15 $875
First Command Advisory Services, Inc. 0.00% No change 13 $762
McClarren Financial Advisors, Inc. 0.01% Reduce -91.2% 938 $610
McIlrath & Eck, LLC 0.00% No change 4 $235
New England Capital Financial Advisors LLC 0.00% New 2 $118
Evergreen Private Wealth LLC 0.00% New 1 $59

"% 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.