Vanguard Ftse All-World Ex-UVEUETF
13F holders, Q3 2024 (September 30)1,241holders +30
90new positions
56sold out
4famous investors
$62.87avg. 13F price*
At the end of Q3 2024, 1,241 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 30 from Q2 2024. 90 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($1.3B) and Northern Trust Corp. ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $142.0M |
| Exits | 56 | $129.6M |
All 13F filers, Q2 2024 → Q3 2024: 20,156,216 shares bought and 13,740,258 shares sold, net +6,415,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,241 holders
| Bank of America Corp. | 0.12% | Add +38.0% | 21,372,665 | $1.3B |
| Morgan Stanley | 0.10% | Add +1.4% | 21,350,897 | $1.3B |
| Northern Trust Corp. | 0.17% | Reduce -0.2% | 16,061,769 | $1.0B |
| Sanders Capital, LLC | 1.25% | Reduce -3.1% | 13,716,687 | $864.2M |
| Envestnet Asset Management Inc. | 0.22% | Add +1.5% | 10,608,561 | $668.3M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -1.4% | 8,112,229 | $511.1M |
| Forvis Mazars Wealth Advisors, LLC | 9.39% | Add +2.6% | 6,474,752 | $407.9M |
| CIBC Asset Management Inc | 1.27% | Add +7.8% | 6,201,713 | $390.7M |
| Raymond James & Associates | 0.24% | Add +1.7% | 6,176,413 | $389.1M |
| Janney Montgomery Scott LLC | 1.05% | Reduce -1.2% | 5,949,431 | $374.8M |
| WestEnd Advisors, LLC | 9.15% | Add +1.9% | 5,920,542 | $373.0M |
| UBS Group AG | 0.10% | Add +0.4% | 5,888,347 | $371.0M |
| CBIZ Investment Advisory Services, LLC | 16.68% | Reduce -2.2% | 5,099,946 | $321.3M |
| Cresset Asset Management, LLC | 1.13% | Add +0.3% | 4,632,761 | $291.9M |
| Diversified Trust Co. | 6.07% | Add +2.2% | 3,823,013 | $240.8M |
| Truist Financial Corp. | 0.32% | Reduce -2.3% | 3,231,985 | $203.6M |
| Summit Financial, LLC | 7.98% | Reduce -1.9% | 3,229,808 | $203.5M |
| Lincoln National Corp. | 5.98% | Add +0.0% | 2,963,571 | $186.7M |
| JPMorgan Chase & Co. | 0.01% | Add +150.9% | 2,838,955 | $178.9M |
| Vanguard Group Inc. | 0.00% | Add +25.2% | 2,657,261 | $167.4M |
| Victory Capital Management Inc. | 0.16% | Add +10.0% | 2,655,927 | $167.3M |
| Howland Capital Management LLC | 6.99% | Add +1.7% | 2,557,570 | $161.1M |
| LPL Financial LLC | 0.07% | Add +4.4% | 2,442,324 | $153.9M |
| Baird Financial Group, Inc. | 0.29% | Reduce -1.8% | 2,391,442 | $150.7M |
| HighTower Advisors, LLC | 0.22% | Reduce -1.6% | 2,360,584 | $148.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -68.3% | 2,327,382 | $146.6M |
| Cerity Partners LLC | 0.32% | Add +9.6% | 2,262,390 | $142.5M |
| Jones Financial Companies LLLP | 0.14% | Add +5.7% | 2,192,350 | $138.9M |
| Stifel Financial Corp. | 0.14% | Add +59.7% | 2,121,029 | $133.6M |
| Blair William & Co. | 0.39% | Add +1.4% | 2,088,732 | $131.6M |
| Strid Group, LLC | 19.68% | Add +4.3% | 2,054,117 | $129.4M |
| Osborne Partners Capital Management, LLC | 7.19% | Add +0.9% | 2,013,084 | $126.8M |
| Royal Bank of Canada | 0.03% | Add +3.4% | 2,009,481 | $126.6M |
| Johnson Investment Counsel Inc. | 1.18% | Add +18.4% | 1,903,732 | $119.9M |
| Wells Fargo & Company | 0.03% | Reduce -5.0% | 1,867,375 | $117.6M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +4.6% | 1,857,781 | $117.0M |
| Captrust Financial Advisors | 0.34% | Add +0.1% | 1,841,774 | $116.0M |
| Kestra Investment Management, LLC | 4.43% | Add +157.8% | 1,637,976 | $103.2M |
| Brown Advisory Inc. | 0.13% | Add +366.7% | 1,632,136 | $102.8M |
| Rockefeller Capital Management L.P. | 0.27% | Reduce -7.6% | 1,593,686 | $100.4M |
| Commonwealth Equity Services, LLC | 0.14% | Add +1.4% | 1,517,101 | $95.6M |
| Voya Financial Advisors, Inc. | 9.67% | Add +1.9% | 1,414,305 | $89.6M |
| Laird Norton Wetherby Trust Company, LLC | 10.88% | Reduce -0.3% | 1,318,460 | $83.1M |
| US Bancorp \de | 0.11% | Reduce -1.0% | 1,307,504 | $82.4M |
| Accredited Investors Inc. | 4.69% | Reduce -0.9% | 1,300,211 | $81.9M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +0.6% | 1,230,918 | $77.5M |
| Creative Planning | 0.08% | Add +0.8% | 1,223,855 | $77.1M |
| United Services Automobile Association | 1.81% | Reduce -0.7% | 1,127,975 | $71.1M |
| Assetmark, Inc. | 0.20% | Reduce -1.7% | 1,121,853 | $70.7M |
| Cetera Investment Advisers | 0.15% | Reduce -5.3% | 1,105,041 | $69.6M |
| MML Investors Services, LLC | 0.25% | Add +13.9% | 1,087,811 | $68.5M |
| BNP Paribas Financial Markets | 0.07% | Add +83.2% | 1,063,366 | $67.0M |
| Wealthcare Capital Management LLC | 6.63% | Reduce -1.7% | 1,049,179 | $66.1M |
| Harding Loevner LP | 0.37% | Reduce -37.7% | 1,010,600 | $63.7M |
| HB Wealth Management, LLC | 0.67% | Reduce -1.5% | 991,442 | $62.5M |
| Wealthspire Advisors, LLC | 0.60% | Add +5.3% | 931,826 | $58.7M |
| Glassman Wealth Services | 9.83% | Add +4.3% | 915,649 | $57.7M |
| Wharton Business Group, LLC | 2.53% | Add +34.5% | 894,746 | $56.4M |
| Corient Private Wealth LP | 0.09% | Reduce -21.1% | 1,561,750 | $55.6M |
| Efficient Advisors, LLC | 3.47% | Add +0.3% | 878,614 | $55.4M |
| Moneta Group Investment Advisors LLC | 0.78% | Reduce -0.8% | 851,876 | $53.7M |
| Bridges Investment Management Inc. | 0.74% | Reduce -1.2% | 843,799 | $53.2M |
| Patriot Investment Management Group, Inc. | 3.87% | Add +0.0% | 836,948 | $52.7M |
| Nicholas Hoffman & Company, LLC. | 2.09% | Reduce -0.8% | 786,720 | $49.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.6% | 773,696 | $48.7M |
| Nisa Investment Advisors, LLC | 0.29% | No change | 769,800 | $48.5M |
| NewSquare Capital LLC | 3.83% | Add +4.2% | 787,015 | $48.1M |
| St. Louis Trust Co | 6.66% | Reduce -1.5% | 751,109 | $47.3M |
| DT Investment Partners, LLC | 3.82% | Add +6.8% | 748,261 | $47.1M |
| Compton Wealth Advisory Group, LLC | 11.86% | Add +0.3% | 745,376 | $47.0M |
| Pinnacle Associates Ltd. | 0.80% | Reduce -3.8% | 834,585 | $46.9M |
| Standpoint Asset Management, LLC | 8.68% | Add +15.0% | 727,300 | $45.8M |
| Means Investment Co., Inc. | 5.02% | Add +6.3% | 717,221 | $45.2M |
| Flower City Capital | 25.54% | Add +8.9% | 690,431 | $43.5M |
| Verus Financial Partners, Inc. | 4.76% | Reduce -1.7% | 691,355 | $43.5M |
| Savant Capital, LLC | 0.34% | Add +9.9% | 646,549 | $40.7M |
| Charter Oak Capital Management, LLC | 3.77% | Reduce -1.9% | 640,551 | $40.4M |
| First Horizon Advisors, Inc. | 1.11% | Add +1.5% | 631,925 | $39.8M |
| Pasadena Private Wealth, LLC | 8.45% | Reduce -0.6% | 630,241 | $39.7M |
| Blankinship & Foster, LLC | 9.32% | Add +0.2% | 605,318 | $38.1M |
| Cardinal Point Capital Management ULC | 6.32% | Add +0.1% | 602,054 | $37.9M |
| BIP Wealth, LLC | 2.48% | Add +17.2% | 577,236 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.4% | 574,447 | $36.2M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -1.7% | 570,225 | $35.9M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 568,726 | $35.8M |
| MilWealth Group LLC | 10.41% | Add +1.5% | 563,606 | $35.5M |
| Davis R M Inc. | 0.68% | Reduce -5.9% | 560,607 | $35.3M |
| Mather Group, Llc. | 0.45% | Add +286.0% | 552,512 | $34.8M |
| Buckingham Capital Management, Inc. | 3.98% | Reduce -4.5% | 552,073 | $34.8M |
| Valmark Advisers, Inc. | 0.54% | Add +1.6% | 549,541 | $34.6M |
| Cullen/Frost Bankers, Inc. | 0.47% | Reduce -0.5% | 543,921 | $34.3M |
| Bailard, Inc. | 0.87% | Add +0.6% | 529,497 | $33.4M |
| Caprock Group, LLC | 1.19% | Add +0.2% | 518,033 | $32.6M |
| Euclidean Capital LLC | 3.53% | New | 507,600 | $32.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -15.1% | 503,213 | $31.7M |
| 5th Street Advisors, LLC | 15.42% | Reduce -5.4% | 502,716 | $31.7M |
| Cwm, LLC | 0.13% | Reduce -0.6% | 492,771 | $31.0M |
| Fort Washington Investment Advisors Inc. | 0.19% | Add +3.7% | 490,799 | $30.9M |
| Sage Financial Group Inc. | 2.52% | Reduce -0.2% | 490,514 | $30.9M |
| National Bank of Canada | 0.04% | Reduce -48.8% | 489,715 | $30.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.91% | Reduce -0.7% | 482,963 | $30.4M |
| Fifth Third Bancorp | 0.10% | Reduce -2.8% | 458,884 | $28.9M |
| Albion Financial Group | 1.96% | Reduce -0.8% | 448,721 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.9% | 445,627 | $28.1M |
| Thrivent Financial for Lutherans | 0.05% | Add +3.2% | 443,240 | $27.9M |
| Bank of Montreal | 0.01% | Reduce -44.0% | 438,791 | $27.8M |
| Cornerstone Advisors Asset Management, LLC | 6.00% | Add +29.0% | 431,190 | $27.2M |
| Luminvest Wealth Management LLC | 11.19% | Reduce -1.2% | 431,200 | $27.0M |
| Roble, Belko & Company, Inc | 4.19% | Add +0.2% | 422,328 | $26.6M |
| Stratos Investment Management, LLC | 1.85% | Add +12.3% | 419,807 | $26.4M |
| Industrial Alliance Investment Management Inc. | 13.36% | Add +5.4% | 416,206 | $26.2M |
| Focus Partners Wealth | 0.08% | Reduce -27.8% | 412,371 | $26.0M |
| Greenleaf Trust | 0.23% | Add +1.0% | 408,837 | $25.8M |
| Avior Wealth Management, LLC | 1.01% | Add +1.6% | 403,984 | $25.5M |
| Citizens Financial Group Inc. | 0.50% | Reduce -1.6% | 394,918 | $24.9M |
| Bluestem Financial Advisors, LLC | 11.54% | Add +0.7% | 392,483 | $24.7M |
| Bessemer Group Inc. | 0.04% | Add +6.2% | 392,348 | $24.7M |
| Jane Street Group, LLC | 0.04% | Reduce -32.2% | 391,055 | $24.6M |
| Wrenne Financial Planning LLC | 14.42% | Add +10.4% | 384,066 | $24.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.31% | Add +4.2% | 383,277 | $24.1M |
| FC Advisory LLC | 8.10% | Add +3.1% | 382,381 | $24.1M |
| Agf Management Ltd. | 0.12% | Reduce -0.4% | 381,625 | $24.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +2.5% | 369,506 | $23.3M |
| Archvest Wealth Advisors, Inc. | 14.62% | Reduce -9.3% | 365,631 | $23.0M |
| OneDigital Investment Advisors LLC | 0.26% | Add +7.0% | 363,849 | $22.9M |
| Somnio Financial Group, LLC | 18.66% | Add +2.1% | 362,867 | $22.9M |
| Wealthcare Advisory Partners LLC | 0.65% | Reduce -15.5% | 361,096 | $22.7M |
| Van Cleef Asset Management,Inc | 2.51% | Reduce -0.2% | 359,553 | $22.7M |
| Sage Financial Management Group, Inc. | 8.66% | New | 354,631 | $22.3M |
| Sentinel Trust Co. Lba | 2.52% | Add +20.3% | 351,502 | $22.1M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -23.3% | 338,959 | $21.4M |
| Sweet Financial Partners, LLC | 4.47% | Reduce -2.7% | 327,798 | $20.7M |
| Newton One Investments LLC | 8.23% | Add +6.4% | 326,016 | $20.5M |
| Aspiriant, LLC | 0.78% | Add +0.1% | 324,521 | $20.4M |
| Optas, LLC | 4.65% | Add +0.7% | 320,823 | $20.2M |
| Whittier Trust Co. | 0.27% | Reduce -11.7% | 315,709 | $19.9M |
| Prio Wealth Limited Partnership | 0.58% | Add +0.1% | 313,816 | $19.8M |
| Empower Advisory Group, LLC | 0.07% | Reduce -4.0% | 307,963 | $19.4M |
| Tolleson Wealth Management, Inc. | 3.61% | Reduce -18.1% | 300,286 | $18.9M |
| Telos Capital Management, Inc. | 1.97% | Add +1.3% | 298,399 | $18.8M |
| Lido Advisors, LLC | 0.14% | Add +13.6% | 289,931 | $18.3M |
| Sollinda Capital Management LLC | 5.09% | Reduce -2.0% | 286,175 | $18.0M |
| Boston Standard Wealth Management, LLC | 3.36% | Add +5.7% | 273,929 | $17.3M |
| River Wealth Advisors LLC | 2.28% | Reduce -2.0% | 271,856 | $17.1M |
| Callan Capital, LLC | 1.19% | Reduce -1.5% | 271,312 | $17.1M |
| AllGen Financial Advisors, Inc. | 5.50% | New | 268,774 | $16.9M |
| TL Private Wealth | 7.43% | Add +0.5% | 264,223 | $16.6M |
| Citigroup Inc. | 0.02% | Add +0.5% | 260,794 | $16.4M |
| SouthState Bank Corp | 1.13% | Reduce -4.3% | 260,418 | $16.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.37% | Reduce -2.1% | 258,038 | $16.3M |
| Granby Capital Management, LLC | 8.41% | No change | 258,000 | $16.3M |
| Bartlett & Co. Wealth Management LLC | 0.23% | Add +1.4% | 255,124 | $16.1M |
| Mb, Levis & Associates, LLC | 7.90% | Reduce -0.7% | 254,165 | $16.0M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.4% | 252,631 | $15.9M |
| Firestone Capital Management | 3.98% | Reduce -0.6% | 251,789 | $15.9M |
| TrueWealth Financial Partners | 9.47% | Reduce -0.7% | 249,599 | $15.7M |
| Stephens Inc. | 0.22% | Reduce -12.0% | 248,367 | $15.6M |
| Ballast, Inc. | 4.38% | Add +1.7% | 244,856 | $15.4M |
| Chesley Taft & Associates LLC | 0.73% | Reduce -0.9% | 242,919 | $15.3M |
| Beacon Wealthcare LLC | 6.13% | Add +3.5% | 241,080 | $15.2M |
| BLB&B Advisors, LLC | 0.75% | Add +3.2% | 233,523 | $14.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -2.1% | 229,678 | $14.5M |
| Clear Harbor Asset Management, LLC | 1.18% | Add +2.8% | 227,878 | $14.4M |
| JMG Financial Group, Ltd. | 0.48% | Reduce -0.1% | 224,612 | $14.2M |
| Alta Advisers Ltd | 6.46% | Reduce -7.5% | 224,595 | $14.1M |
| Ballentine Partners, LLC | 0.24% | Add +2.5% | 222,163 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +5.0% | 220,467 | $13.9M |
| Woodmont Investment Counsel LLC | 1.04% | Add +0.3% | 220,170 | $13.9M |
| DAVENPORT & Co LLC | 0.08% | Add +0.2% | 214,416 | $13.5M |
| Coldstream Capital Management Inc. | 0.29% | Add +576.7% | 226,216 | $13.5M |
| Triune Financial Partners, LLC | 4.21% | Reduce -0.3% | 212,724 | $13.4M |
| Main Management LLC | 1.10% | Add +0.3% | 211,683 | $13.3M |
| Pathstone Holdings, LLC | 0.06% | Reduce -14.4% | 208,810 | $13.2M |
| Astoria Strategic Wealth, Inc. | 3.83% | Reduce -2.8% | 207,298 | $13.1M |
| Comerica Bank | 0.05% | Reduce -0.7% | 206,709 | $13.0M |
| Hillcrest Wealth Advisors - NY, LLC | 6.38% | Add +0.4% | 202,804 | $12.8M |
| Valley Financial Group, Inc. | 8.86% | Reduce -6.9% | 201,153 | $12.7M |
| &partners | 0.24% | Add +6.0% | 199,452 | $12.6M |
| Scissortail Wealth Management, LLC | 3.04% | Reduce -99.8% | 438 | $12.6M |
| Mariner, LLC | 0.02% | Reduce -2.4% | 194,953 | $12.3M |
| Evergreen Capital Management LLC | 0.41% | Add +13.3% | 193,024 | $12.2M |
| Country Club Bank | 0.81% | Reduce -4.3% | 191,696 | $12.1M |
| Berkshire Asset Management LLC | 0.61% | No change | 204,915 | $12.0M |
| Dakota Wealth Management | 0.27% | Add +0.7% | 190,075 | $12.0M |
| Clearstead Advisors, LLC | 0.19% | Reduce -2.3% | 189,898 | $12.0M |
| Madison Asset Management, LLC | 0.13% | Add +14.3% | 189,679 | $11.9M |
| Associated Banc-Corp | 0.35% | Add +11.2% | 186,443 | $11.7M |
| ETF Portfolio Partners, Inc. | 3.47% | Reduce -0.5% | 186,394 | $11.7M |
| Deane Retirement Strategies, Inc. | 5.69% | New | 185,357 | $11.7M |
| CKW Financial Group | 1.41% | Add +0.1% | 184,721 | $11.6M |
| Avalon Advisory Group | 5.26% | Reduce -0.6% | 184,236 | $11.6M |
| AMG National Trust Bank | 0.31% | Reduce -5.6% | 179,062 | $11.3M |
| Ifrah Financial Services, Inc. | 2.98% | Add +0.7% | 175,135 | $11.0M |
| D.A. Davidson & Co. | 0.09% | Add +1.0% | 171,813 | $10.8M |
| Heritage Investors Management Corp. | 0.35% | Reduce -1.6% | 169,072 | $10.7M |
| Seeds Investor LLC | 3.95% | Add +51.3% | 167,823 | $10.6M |
| Performa Ltd (US), LLC | 3.87% | Add +23.3% | 165,295 | $10.4M |
| WASHINGTON TRUST Co | 0.36% | Add +12.2% | 162,649 | $10.2M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | No change | 162,579 | $10.2M |
| Badgley Phelps Wealth Managers, LLC | 0.24% | Reduce -11.6% | 161,324 | $10.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.27% | Add +54.6% | 161,278 | $10.2M |
| M&T Bank Corp | 0.03% | Reduce -0.9% | 160,859 | $10.1M |
| Pinnacle Financial Partners Inc | 0.20% | Reduce -0.9% | 160,795 | $10.1M |
| Coston, McIsaac & Partners | 2.85% | Add +5.1% | 160,368 | $10.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.55% | Add +3.5% | 159,474 | $10.0M |
| FMR LLC | 0.00% | Add +31.3% | 156,774 | $9.9M |
| Waypoint Capital Advisors, LLC | 2.09% | Reduce -2.7% | 156,080 | $9.8M |
| Lake Street Advisors Group, LLC | 0.45% | Add +0.0% | 155,625 | $9.8M |
| VERITY Wealth Advisors | 6.82% | Add +0.2% | 153,914 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -3.9% | 153,904 | $9.7M |
| United Capital Financial Advisors, LLC | 0.08% | Add +1.2% | 153,120 | $9.6M |
| TrinityPoint Wealth, LLC | 1.36% | Add +4.2% | 149,755 | $9.4M |
| Phillips Financial Management, LLC | 0.73% | Reduce -3.7% | 149,423 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -12.3% | 148,435 | $9.4M |
| Cherry Tree Wealth Management, LLC | 2.21% | Add +0.1% | 148,003 | $9.3M |
| MAI Capital Management | 0.09% | Add +2.1% | 147,512 | $9.3M |
| Waverly Advisors, LLC | 0.17% | Add +0.1% | 146,882 | $9.3M |
| Axis Capital Holdings Ltd. | 4.05% | No change | 146,362 | $9.2M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -14.3% | 154,057 | $9.1M |
| Monterey Private Wealth, Inc. | 3.09% | Add +5.9% | 144,156 | $9.1M |
| Beaird Harris Wealth Management, LLC | 0.78% | Reduce -1.5% | 142,462 | $9.0M |
| NewEdge Wealth, LLC | 0.16% | Add +242.4% | 142,330 | $9.0M |
| Chatham Capital Group, Inc. | 1.46% | Add +1.5% | 141,875 | $8.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +4.0% | 141,660 | $8.9M |
| Manchester Capital Management LLC | 1.01% | No change | 136,405 | $8.6M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -0.1% | 134,954 | $8.5M |
| Atria Investments, Inc | 0.10% | Reduce -7.5% | 133,640 | $8.4M |
| Avidian Wealth Enterprises, LLC | 0.38% | Reduce -8.8% | 133,229 | $8.4M |
| Joel Isaacson & Co., LLC | 0.40% | Add +14.3% | 132,241 | $8.3M |
| Pinnacle Financial Group, LLC / IL | 3.26% | Add +5.8% | 132,044 | $8.3M |
| Dunhill Financial, LLC | 4.27% | Reduce -2.1% | 131,960 | $8.3M |
| Balanced Wealth Group LLC | 3.65% | Add +0.4% | 130,859 | $8.2M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Add +1.8% | 126,703 | $8.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -12.4% | 125,597 | $7.9M |
| Curi Capital, LLC | 0.18% | Reduce -0.8% | 125,358 | $7.9M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -11.4% | 125,346 | $7.9M |
| MorganRosel Wealth Management, LLC | 2.60% | Reduce -1.9% | 125,169 | $7.9M |
| Benchmark Wealth Management, LLC | 3.87% | Add +8.6% | 124,230 | $7.8M |
| Bahl & Gaynor LLC | 0.04% | Add +4.9% | 122,351 | $7.7M |
| Lam Group, Inc. | 5.44% | Reduce -0.1% | 121,907 | $7.7M |
| Berkeley Capital Partners, LLC | 2.18% | Reduce -26.5% | 121,061 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.72% | Reduce -5.4% | 120,002 | $7.6M |
| Stonebridge Capital Advisors LLC | 0.61% | Add +5.3% | 119,645 | $7.5M |
| Transcend Capital Advisors, LLC | 0.50% | Add +3.2% | 119,458 | $7.5M |
| SCS Capital Management LLC | 0.15% | Reduce -0.0% | 116,904 | $7.4M |
| Balentine LLC | 0.29% | Add +4.0% | 116,539 | $7.3M |
| PDS Planning, Inc | 0.66% | Reduce -3.8% | 116,080 | $7.3M |
| Park Avenue Securities LLC | 0.08% | Add +83.4% | 116,052 | $7.3M |
| Spinnaker Trust | 0.45% | Add +1.3% | 114,625 | $7.2M |
| Fiduciary Trust Co | 0.10% | Reduce -0.4% | 114,481 | $7.2M |
| Agate Pass Investment Management, LLC | 3.55% | Reduce -1.1% | 112,795 | $7.1M |
| Financial Management Professionals, Inc. | 0.87% | Reduce -1.3% | 111,762 | $7.0M |
| Freestone Capital Holdings, LLC | 0.24% | Reduce -5.9% | 111,326 | $7.0M |
| M Financial Asset Management, Inc. | 27.19% | Reduce -4.6% | 111,264 | $7.0M |
| HSBC Holdings PLC | 0.00% | Reduce -2.6% | 110,722 | $7.0M |
| Twin Focus Capital Partners, LLC | 1.09% | Reduce -1.6% | 109,869 | $6.9M |
| Lodestar Private Asset Management LLC | 0.87% | Add +4.1% | 109,030 | $6.9M |
| Ti-Trust, Inc. | 4.90% | Add +5.4% | 108,533 | $6.8M |
| Perigon Wealth Management, LLC | 0.18% | Add +8.1% | 107,255 | $6.8M |
| Allegiance Financial Group Advisory Services LLC | 2.33% | Reduce -2.9% | 106,311 | $6.7M |
| Nwam LLC | 0.41% | New | 105,690 | $6.7M |
| WBH Advisory Inc. | 0.63% | Add +7.7% | 105,288 | $6.6M |
| Wade Financial Advisory, Inc | 2.23% | Reduce -0.3% | 105,143 | $6.6M |
| F/m Investments LLC | 0.21% | No change | 105,080 | $6.6M |
| Fee-Only Financial Planning, L.C. | 4.22% | Add +0.4% | 104,492 | $6.6M |
| Idaho Trust Co | 3.16% | Reduce -0.5% | 103,772 | $6.5M |
| Liberty Wealth Management LLC | 1.09% | Add +0.9% | 102,213 | $6.4M |
| Welch & Forbes LLC | 0.08% | Reduce -9.0% | 102,115 | $6.4M |
| Breakwater Investment Management | 2.67% | Add +2.2% | 101,608 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -0.6% | 101,505 | $6.4M |
| Richard P Slaughter Associates Inc | 1.47% | Reduce -8.8% | 100,714 | $6.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.0% | 100,504 | $6.3M |
| Axiom Advisory, LLC | 0.06% | Add +2.4% | 104,926 | $6.3M |
| Kraft, Davis & Associates, LLC | 1.88% | Add +3.4% | 105,533 | $6.3M |
| First PREMIER Bank | 1.55% | Reduce -5.6% | 98,836 | $6.2M |
| IronBridge Private Wealth, LLC | 2.27% | Reduce -3.3% | 96,614 | $6.1M |
| QRG Capital Management, Inc. | 0.06% | Add +11.6% | 94,290 | $5.9M |
| North Star Asset Management Inc. | 0.27% | Reduce -1.2% | 94,143 | $5.9M |
| Commerce Bank | 0.04% | Add +4.5% | 93,139 | $5.9M |
| Trust Co. of Vermont | 0.29% | Reduce -1.0% | 92,865 | $5.9M |
| Wealthspire Retirement, LLC | 0.45% | Add +4.8% | 88,380 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -2.3% | 88,082 | $5.5M |
| Syntrinsic LLC | 1.85% | Add +0.9% | 88,338 | $5.5M |
| MeadowBrook Investment Advisors LLC | 5.09% | Add +19243.5% | 88,013 | $5.5M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -5.7% | 86,817 | $5.5M |
| OLIO Financial Planning | 2.24% | Add +0.1% | 94,922 | $5.3M |
| Bluespring Wealth Management, LLC | 0.53% | Reduce -7.2% | 84,220 | $5.3M |
| Integrated Advisors Network LLC | 0.25% | Reduce -6.3% | 83,022 | $5.2M |
| Simon Quick Advisors, LLC | 0.33% | Reduce -5.7% | 82,563 | $5.2M |
| Karpus Management, Inc. | 0.14% | Add +31.4% | 82,212 | $5.2M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Add +0.6% | 81,374 | $5.1M |
| Compass Ion Advisors, LLC | 0.62% | Reduce -7.8% | 80,263 | $5.1M |
| Raymond James Trust N.A. | 0.11% | Add +5.0% | 79,835 | $5.0M |
| Betterment LLC | 0.01% | Add +8.9% | 79,827 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +1.6% | 79,690 | $5.0M |
| Franklin Resources Inc. | 0.00% | Add +4.3% | 79,085 | $4.9M |
| Tennessee Valley Asset Management Partners | 0.81% | Reduce -4.2% | 78,487 | $4.9M |
| Pure Financial Advisors, LLC | 0.12% | Reduce -5.0% | 76,660 | $4.8M |
| Ritholtz Wealth Management | 0.14% | Reduce -1.2% | 76,251 | $4.8M |
| NorthCoast Asset Management LLC | 0.03% | Add +16.3% | 85,229 | $4.8M |
| GFS Advisors, LLC | 1.01% | Add +6431.9% | 75,117 | $4.7M |
| Barrett & Company, Inc. | 2.03% | Add +5.2% | 74,374 | $4.7M |
| Black Diamond Financial, LLC | 0.79% | Reduce -0.6% | 74,185 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 72,591 | $4.6M |
| DRW Securities, LLC | 0.25% | New | 72,024 | $4.5M |
| CGN Advisors LLC | 0.45% | Reduce -2.8% | 71,632 | $4.5M |
| Addis & Hill, Inc | 3.45% | Reduce -1.4% | 71,595 | $4.5M |
| Carret Asset Management, LLC | 0.49% | Add +77.1% | 71,513 | $4.5M |
| Portland Global Advisors LLC | 0.56% | Reduce -4.1% | 71,273 | $4.5M |
| Cadence Wealth Management LLC | 3.65% | Reduce -6.9% | 71,272 | $4.5M |
| Upper Left Wealth Management, LLC | 3.92% | Reduce -0.9% | 72,470 | $4.5M |
| Lansing Street Advisors | 1.63% | Add +0.4% | 70,408 | $4.4M |
| Graves Light Lenhart Wealth, Inc. | 0.54% | Add +2.8% | 70,115 | $4.4M |
| Sapient Capital LLC | 0.09% | No change | 69,661 | $4.4M |
| One Capital Management, LLC | 0.14% | Add +1.7% | 69,246 | $4.4M |
| Wesbanco Bank Inc. | 0.15% | Add +177.6% | 69,229 | $4.4M |
| Angeles Investment Advisors, LLC | 0.22% | No change | 68,899 | $4.3M |
| Advocate Group LLC | 0.78% | Add +0.0% | 68,189 | $4.3M |
| Kiley Juergens Wealth Management, LLC | 1.10% | Add +1.8% | 67,443 | $4.2M |
| SOL Capital Management CO | 0.47% | Reduce -7.4% | 67,190 | $4.2M |
| Sawgrass Asset Management LLC | 0.44% | No change | 66,793 | $4.2M |
| Zions Bancorporation, N.A. | 0.30% | Reduce -1.0% | 66,185 | $4.2M |
| Schroder Investment Management Group | 0.00% | No change | 65,800 | $4.1M |
| Smithfield Trust Co | 0.20% | Add +11.7% | 65,422 | $4.1M |
| Facet Wealth, Inc. | 0.12% | Add +0.3% | 67,636 | $4.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.8% | 64,583 | $4.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | Reduce -4.1% | 64,569 | $4.1M |
| Altura Wealth Advisors Inc. | 2.66% | Add +29.6% | 64,333 | $4.1M |
| Northeast Investment Management | 0.18% | Reduce -0.0% | 63,047 | $4.0M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -4.8% | 62,862 | $4.0M |
| CW Advisors, LLC | 0.05% | New | 62,815 | $4.0M |
| IFP Advisors, Inc | 0.14% | Add +34.4% | 62,615 | $3.9M |
| Wilson & Boucher Capital Management, LLC | 2.61% | Add +2.9% | 60,088 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.6% | 60,023 | $3.8M |
| Coastline Trust Co | 0.44% | No change | 59,900 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -8.2% | 59,573 | $3.8M |
| Alpine Bank Wealth Management | 0.60% | — | 59,402 | $3.7M |
| Algorithmic Investment Models, LLC | 2.74% | Add +1.7% | 59,194 | $3.7M |
| 3Chopt Investment Partners, LLC | 1.33% | Add +0.6% | 59,114 | $3.7M |
| Prospera Financial Services Inc | 0.09% | Add +4.6% | 57,984 | $3.7M |
| JNBA Financial Advisors | 0.37% | Reduce -1.2% | 57,671 | $3.6M |
| PFG Advisors | 0.23% | Add +1.3% | 57,504 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -16.3% | 56,968 | $3.6M |
| Flputnam Investment Management Co. | 0.06% | Reduce -10.4% | 56,920 | $3.6M |
| TD Private Client Wealth LLC | 0.10% | Reduce -4.0% | 56,694 | $3.6M |
| Elm Partners Management LLC | 0.25% | No change | 55,912 | $3.5M |
| Benchmark Financial Wealth Advisors, LLC | 1.17% | Reduce -7.5% | 55,668 | $3.5M |
| Parsons Capital Management Inc. | 0.22% | Add +5.1% | 54,710 | $3.4M |
| Meridian Wealth Management, LLC | 0.17% | New | 54,186 | $3.4M |
| Security Financial Services, INC. | 0.69% | Reduce -6.6% | 53,899 | $3.4M |
| Professional Financial Advisors, LLC | 0.87% | Add +6.8% | 53,401 | $3.4M |
| Lumbard & Kellner, LLC | 1.48% | Add +7.4% | 53,225 | $3.4M |
| Aufman Associates Inc | 2.14% | Reduce -4.1% | 52,808 | $3.3M |
| Values Added Financial LLC | 2.09% | Reduce -10.6% | 52,546 | $3.3M |
| Westwood Holdings Group Inc. | 0.03% | No change | 52,349 | $3.3M |
| DF Dent & Co. Inc. | 0.04% | No change | 51,522 | $3.2M |
| Bank of New Hampshire | 0.80% | Reduce -2.3% | 50,855 | $3.2M |
| Clark Asset Management, LLC | 0.69% | No change | 50,808 | $3.2M |
| Belpointe Asset Management LLC | 0.19% | Add +41.0% | 50,794 | $3.2M |
| Turtle Creek Wealth Advisors, LLC | 0.64% | Add +6.9% | 50,294 | $3.2M |
| Stokes Family Office, LLC | 0.34% | Reduce -1.3% | 49,714 | $3.1M |
| GYL Financial Synergies, LLC | 0.23% | Add +7.9% | 49,463 | $3.1M |
| Fiduciary Financial Group, LLC | 0.71% | Add +1.8% | 49,780 | $3.1M |
| Cynosure Group, LLC | 0.45% | Add +224.5% | 50,036 | $3.1M |
| Northeast Financial Consultants Inc | 0.13% | No change | 48,857 | $3.1M |
| Jmac Enterprises LLC | 0.49% | Add +3.2% | 48,539 | $3.1M |
| Providence First Trust Co | 1.30% | No change | 48,539 | $3.1M |
| Family Wealth Partners, LLC | 1.55% | Reduce -0.4% | 48,206 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +1.7% | 48,134 | $3.0M |
| Sage Mountain Advisors LLC | 0.26% | Reduce -11.7% | 47,881 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.17% | Reduce -5.0% | 47,748 | $3.0M |
| NYL Investors LLC | 0.19% | Add +1.1% | 47,500 | $3.0M |
| 9258 Wealth Management, LLC | 0.44% | Reduce -2.4% | 47,173 | $3.0M |
| Atlanta Consulting Group Advisors, LLC | 0.74% | New | 47,144 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | New | 47,120 | $3.0M |
| Trevian Wealth Management LLC | 2.43% | New | 47,117 | $3.0M |
| TBH Global Asset Management, LLC | 0.65% | Reduce -10.7% | 46,940 | $3.0M |
| Wolf Group Capital Advisors | 1.40% | Reduce -34.7% | 53,957 | $2.9M |
| Keybank National Association | 0.01% | Reduce -6.8% | 46,556 | $2.9M |
| Tortoise Investment Management, LLC | 0.31% | Reduce -1.4% | 46,518 | $2.9M |
| City of London Investment Management Co. Ltd. | 0.25% | Reduce -92.1% | 45,700 | $2.9M |
| Ascent Group, LLC | 0.22% | Reduce -2.8% | 45,425 | $2.9M |
| RBF Capital, LLC | 0.15% | No change | 45,000 | $2.8M |
| Fiducient Advisors LLC | 0.33% | Add +1.0% | 44,945 | $2.8M |
| Meridian Wealth Partners, LLC | 0.44% | Reduce -1.7% | 44,813 | $2.8M |
| Howe & Rusling Inc. | 0.24% | Add +2.1% | 44,682 | $2.8M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.09% | Reduce -7.9% | 44,369 | $2.8M |
| Mayflower Financial Advisors, LLC | 0.42% | Reduce -9.1% | 44,270 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +4.9% | 44,258 | $2.8M |
| McClarren Financial Advisors, Inc. | 0.35% | Add +948.8% | 9,838 | $2.8M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +1.5% | 43,726 | $2.8M |
| DHK Financial Advisors, Inc. | 1.69% | New | 43,720 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 43,050 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.7% | 42,936 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +19.4% | 42,836 | $2.7M |
| Kingsview Wealth Management, LLC | 0.06% | Add +0.3% | 42,691 | $2.7M |
| Pine Valley Investments Ltd Liability Co | 0.18% | Add +0.1% | 42,205 | $2.7M |
| AlTi Global, Inc. | 0.06% | Add +0.0% | 41,995 | $2.6M |
| Advisor OS, LLC | 0.26% | Add +1.4% | 41,564 | $2.6M |
| SWP Financial LLC | 1.59% | Add +1.0% | 41,281 | $2.6M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -4.3% | 41,077 | $2.6M |
| Northstar Group, Inc. | 0.47% | Add +5.6% | 41,035 | $2.6M |
| Fairhaven Wealth Management, LLC | 0.77% | Add +0.7% | 40,156 | $2.5M |
| Insigneo Advisory Services, LLC | 0.25% | Reduce -0.1% | 39,828 | $2.5M |
| Continental Investors Services, Inc. | 5.10% | Reduce -6.7% | 39,517 | $2.5M |
| Harrell Investment Partners, LLC | 0.70% | Reduce -63.4% | 39,180 | $2.5M |
| Gibson Wealth Advisors LLC | 2.00% | Add +7.6% | 39,063 | $2.5M |
| Anderson Hoagland & Co. | 0.25% | No change | 39,091 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -5.5% | 38,862 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.34% | Reduce -1.4% | 38,846 | $2.4M |
| First American Trust, FSB | 0.24% | Reduce -12.2% | 38,841 | $2.4M |
| Mission Wealth Management, LP | 0.06% | Reduce -9.7% | 38,168 | $2.4M |
| Simplicity Wealth,LLC | 0.22% | Reduce -53.0% | 38,055 | $2.4M |
| Americana Partners, LLC | 0.16% | No change | 37,750 | $2.4M |
| Gotham Asset Management | 0.02% | Add +18.0% | 37,701 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +37.0% | 37,523 | $2.4M |
| Journey Advisory Group, LLC | 0.28% | No change | 39,961 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -14.6% | 37,123 | $2.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -6.1% | 36,970 | $2.3M |
| Raffa Wealth Management, LLC | 0.56% | Reduce -0.2% | 36,916 | $2.3M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -4.7% | 36,915 | $2.3M |
| Beacon Investment Advisory Services, Inc. | 0.10% | Reduce -0.8% | 36,790 | $2.3M |
| Wedmont Private Capital | 0.13% | Reduce -1.1% | 36,699 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -43.0% | 36,392 | $2.3M |
| Falcon Wealth Planning | 0.27% | Add +0.7% | 36,341 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.6% | 36,228 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | Reduce -2.2% | 35,770 | $2.3M |
| Compass Advisory Group LLC | 0.87% | Reduce -4.9% | 35,667 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.52% | Reduce -0.7% | 35,595 | $2.2M |
| Tanglewood Wealth Management, Inc. | 0.26% | Reduce -26.9% | 35,460 | $2.2M |
| Boston Financial Mangement LLC | 0.07% | Add +0.6% | 35,294 | $2.2M |
| Ramiah Investment Group | 2.09% | Add +9.5% | 35,207 | $2.2M |
| Myecfo, LLC | 1.20% | Reduce -0.4% | 35,113 | $2.2M |
| Sightline Wealth Advisors, LLC | 1.21% | Add +0.3% | 34,918 | $2.2M |
| Atlas Capital Advisors Inc. | 0.34% | Reduce -3.6% | 34,865 | $2.2M |
| Creekside Partners | 1.13% | Add +0.3% | 34,785 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +14.8% | 34,721 | $2.2M |
| Unconventional Investor, LLC | 1.36% | Reduce -7.0% | 34,642 | $2.2M |
| Cowa, LLC | 1.04% | Reduce -0.6% | 34,603 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.8% | 35,607 | $2.2M |
| Baker Ellis Asset Management LLC | 0.31% | No change | 34,246 | $2.2M |
| Webster Bank, N. A. | 0.23% | Reduce -2.5% | 34,045 | $2.1M |
| Gateway Wealth Partners, LLC | 0.59% | Add +44.9% | 33,946 | $2.1M |
| Apella Capital, LLC | 0.09% | Add +1.3% | 33,789 | $2.1M |
| StoneX Group Inc. | 0.16% | Add +0.4% | 33,855 | $2.1M |
| Boltwood Capital Management | 0.63% | No change | 33,849 | $2.1M |
| Truepoint, Inc. | 0.06% | Reduce -0.6% | 33,798 | $2.1M |
| Beacon Bank & Trust | 0.50% | Add +46.7% | 33,706 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +604.1% | 33,684 | $2.1M |
| Hall Kathryn A. | 0.44% | Add +1.3% | 33,673 | $2.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.12% | Add +4.7% | 33,626 | $2.1M |
| Cannon Advisors, Inc. | 1.73% | — | 33,375 | $2.1M |
| Cobblestone Capital Advisors LLC | 0.12% | Reduce -1.6% | 33,529 | $2.1M |
| Red Mountain Financial, LLC | 2.23% | Add +0.6% | 33,335 | $2.1M |
| Shoker Investment Counsel, Inc. | 0.69% | Reduce -0.1% | 32,683 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.27% | No change | 32,565 | $2.1M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -0.4% | 32,539 | $2.0M |
| Capital Wealth Alliance, LLC | 1.19% | Reduce -38.5% | 32,504 | $2.0M |
| Sage Rhino Capital LLC | 0.45% | Add +0.0% | 32,388 | $2.0M |
| Kanawha Capital Management LLC | 0.15% | Reduce -0.6% | 32,325 | $2.0M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.93% | Reduce -1.9% | 31,874 | $2.0M |
| Boston Family Office LLC | 0.14% | Reduce -23.1% | 31,766 | $2.0M |
| Grandfield & Dodd, LLC | 0.12% | No change | 31,663 | $2.0M |
| Daymark Wealth Partners, LLC | 0.08% | Add +29.1% | 31,525 | $2.0M |
| Klingman & Associates, LLC | 0.12% | Reduce -4.0% | 31,488 | $2.0M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -1.0% | 31,442 | $2.0M |
| S&co Inc. | 0.13% | Reduce -0.5% | 31,256 | $2.0M |
| Family CFO Inc | 1.11% | Reduce -1.6% | 31,186 | $2.0M |
| Staley Capital Advisers Inc. | 0.09% | Reduce -0.3% | 30,959 | $2.0M |
| Gilman Hill Asset Management, LLC | 0.33% | Reduce -6.2% | 30,945 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.16% | No change | 30,849 | $1.9M |
| Plancorp, LLC | 0.08% | Reduce -1.2% | 30,777 | $1.9M |
| Cardiff Park Advisors, LLC | 0.17% | Add +0.1% | 30,658 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.24% | Reduce -6.5% | 30,498 | $1.9M |
| Miller Investment Management, LP | 0.20% | Reduce -56.9% | 30,486 | $1.9M |
| LRI Investments, LLC | 0.19% | Add +4362.2% | 32,440 | $1.9M |
| Sand Hill Global Advisors, LLC | 0.08% | Reduce -5.5% | 30,269 | $1.9M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -2.5% | 29,826 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | No change | 29,738 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -5.7% | 29,659 | $1.9M |
| Howard Wealth Management, LLC | 1.08% | Reduce -0.8% | 29,531 | $1.9M |
| Ironwood Financial, llc | 0.39% | Add +14.3% | 29,308 | $1.8M |
| Trust Point Inc. | 0.14% | Add +4.9% | 29,155 | $1.8M |
| Sabal Trust CO | 0.10% | Reduce -6.0% | 29,017 | $1.8M |
| Signet Financial Management, LLC | 0.23% | Reduce -3.2% | 28,860 | $1.8M |
| CORDA Investment Management, LLC. | 0.14% | Reduce -0.1% | 28,473 | $1.8M |
| Summit Trail Advisors, LLC | 0.04% | No change | 28,332 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -12.1% | 28,234 | $1.8M |
| Patten Group, Inc. | 0.39% | Add +10.3% | 28,096 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +7.2% | 27,887 | $1.8M |
| American Capital Advisory, LLC | 1.01% | Add +6.1% | 27,607 | $1.7M |
| Camelot Portfolios, LLC | 1.70% | Reduce -17.8% | 27,432 | $1.7M |
| Operose Advisors LLC | 0.56% | Add +122.2% | 27,272 | $1.7M |
| Allen Investment Management, LLC | 0.02% | No change | 27,227 | $1.7M |
| Brighton Jones LLC | 0.06% | Reduce -7.7% | 27,091 | $1.7M |
| Carmichael Hill & Associates, Inc. | 0.63% | Reduce -5.7% | 27,078 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.30% | Add +0.1% | 27,006 | $1.7M |
| Mgo One Seven LLC | 0.07% | Reduce -0.2% | 26,964 | $1.7M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -0.3% | 26,831 | $1.7M |
| Phillips Wealth Planners LLC | 1.61% | Add +1.2% | 27,235 | $1.7M |
| CX Institutional | 0.07% | Reduce -1.1% | 26,004 | $1.6M |
| Partners in Financial Planning | 0.33% | Add +11.3% | 25,996 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +24.4% | 25,942 | $1.6M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -1.1% | 25,928 | $1.6M |
| First Hawaiian Bank | 0.05% | Add +0.7% | 25,845 | $1.6M |
| Atlantic Private Wealth, LLC | 1.23% | No change | 25,712 | $1.6M |
| Northwest Wealth Management, LLC | 0.38% | Reduce -2.0% | 25,637 | $1.6M |
| Mengis Capital Management, Inc. | 0.32% | Reduce -4.1% | 25,540 | $1.6M |
| Montecito Bank & Trust | 0.27% | No change | 25,366 | $1.6M |
| Sheets Smith Wealth Management | 0.20% | Reduce -2.4% | 25,319 | $1.6M |
| Evergreen Wealth Management, LLC | 0.96% | Add +23.2% | 25,292 | $1.6M |
| RS Crum Inc. | 0.37% | No change | 25,260 | $1.6M |
| Oxford Financial Group, LTD. LLC | 0.10% | Add +16.5% | 24,660 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.31% | Add +0.3% | 24,630 | $1.6M |
| Financial Insights, Inc. | 0.50% | New | 24,433 | $1.5M |
| First Merchants Corp. | 0.06% | No change | 24,400 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +5.3% | 24,269 | $1.5M |
| Saxon Interests, Inc. | 0.70% | Reduce -0.5% | 24,263 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.9% | 24,244 | $1.5M |
| Long Island Wealth Management, Inc. | 0.99% | Reduce -0.2% | 24,010 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -3.3% | 23,972 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Add +3.2% | 23,908 | $1.5M |
| Abacus Planning Group, Inc. | 0.27% | Reduce -15.6% | 23,865 | $1.5M |
| Atlas Brown,Inc. | 0.52% | Add +0.3% | 23,705 | $1.5M |
| Warner Financial, Inc. | 0.66% | Add +0.5% | 23,684 | $1.5M |
| Roundview Capital LLC | 0.11% | Add +0.0% | 23,606 | $1.5M |
| Aveo Capital Partners, LLC | 0.16% | Reduce -0.1% | 23,599 | $1.5M |
| AQR Capital Management | 0.00% | Add +48.3% | 23,326 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 23,289 | $1.5M |
| Slow Capital, Inc. | 0.22% | Add +16.9% | 23,172 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.4% | 23,101 | $1.5M |
| Boston Research & Management Inc. | 0.34% | Add +5.5% | 23,073 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 23,050 | $1.5M |
| HM Payson & Co. | 0.02% | Reduce -8.2% | 23,013 | $1.4M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.2% | 23,002 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.4% | 22,952 | $1.4M |
| Quantinno Capital Management LP | 0.02% | Add +94.6% | 22,774 | $1.4M |
| Midland Wealth Advisors, LLC | 0.08% | Add +8.0% | 22,603 | $1.4M |
| Aries Wealth Management | 0.39% | Reduce -5.1% | 22,259 | $1.4M |
| Allworth Financial LP | 0.01% | Add +11.0% | 22,219 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -8.3% | 25,354 | $1.4M |
| Brave Asset Management Inc. | 0.35% | New | 22,132 | $1.4M |
| Appleton Partners Inc. | 0.10% | Reduce -1.7% | 22,124 | $1.4M |
| Chapin Davis, Inc. | 0.45% | Add +6.5% | 21,846 | $1.4M |
| Gould Asset Management LLC | 0.29% | Reduce -1.3% | 21,725 | $1.4M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -0.3% | 21,670 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.24% | Add +1.4% | 21,574 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Reduce -15.7% | 21,479 | $1.4M |
| RFG Advisory, LLC | 0.04% | Reduce -37.8% | 21,294 | $1.3M |
| Synergy Asset Management, LLC | 0.20% | Add +17.7% | 21,268 | $1.3M |
| Phraction Management LLC | 0.51% | No change | 21,155 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Add +4.6% | 21,098 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -61.1% | 21,040 | $1.3M |
| Farnam Financial LLC | 1.44% | — | 20,845 | $1.3M |
| Common Fund for Nonprofit Organizations | 0.16% | Add +44.1% | 20,627 | $1.3M |
| GLOBALT Investments LLC / GA | 0.05% | No change | 20,610 | $1.3M |
| Centennial Bank | 0.59% | Add +18.6% | 20,572 | $1.3M |
| Venture Visionary Partners LLC | 0.06% | Reduce -9.3% | 20,542 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +108.5% | 20,530 | $1.3M |
| Archer Investment Corp | 0.35% | Add +7.7% | 20,389 | $1.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -9.4% | 20,290 | $1.3M |
| Susquehanna Foundation | 0.38% | No change | 20,250 | $1.3M |
| Greenhouse Wealth Management, LLC | 0.86% | Reduce -0.8% | 20,189 | $1.3M |
| Roman Butler Fullerton & Co. | 0.38% | Reduce -0.4% | 20,575 | $1.3M |
| WealthCollab, LLC | 0.83% | No change | 20,019 | $1.3M |
| Ellenbecker Investment Group | 0.24% | Add +3.7% | 19,740 | $1.2M |
| Dentgroup LLC | 0.93% | Reduce -3.8% | 19,738 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.22% | Add +1.3% | 19,720 | $1.2M |
| Anchor Investment Management, LLC | 0.12% | Add +0.7% | 19,686 | $1.2M |
| Fermata Advisors, LLC | 0.25% | Add +119.5% | 19,654 | $1.2M |
| Solstein Capital, LLC | 0.65% | Add +751.5% | 19,609 | $1.2M |
| Washington Capital Management, Inc. | 0.95% | No change | 19,595 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +0.6% | 19,594 | $1.2M |
| New Perspectives, Inc | 0.66% | No change | 19,553 | $1.2M |
| Anson Capital, Inc. | 1.10% | Reduce -11.8% | 19,533 | $1.2M |
| Gradient Capital Advisors, LLC | 0.41% | Reduce -4.4% | 19,465 | $1.2M |
| Lane & Associates LLC | 0.67% | No change | 19,413 | $1.2M |
| Meritage Portfolio Management | 0.07% | Add +0.9% | 19,179 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Add +3.9% | 19,127 | $1.2M |
| Virtue Capital Management, LLC | 0.24% | Reduce -5.5% | 19,041 | $1.2M |
| Parthenon LLC | 0.14% | No change | 19,003 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -5.8% | 19,025 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 18,926 | $1.2M |
| Parker Financial LLC | 0.60% | Reduce -17.1% | 18,897 | $1.2M |
| City State Bank | 0.43% | Reduce -7.2% | 18,679 | $1.2M |
| Charles Schwab Trust Co | 0.10% | No change | 18,600 | $1.2M |
| MontVue Capital Management, Inc. | 0.90% | No change | 18,556 | $1.2M |
| MBA Advisors LLC | 0.56% | Reduce -0.0% | 18,468 | $1.2M |
| Orcam Financial Group | 1.12% | Add +61.4% | 18,424 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +15.1% | 18,324 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +0.8% | 18,285 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.4% | 18,136 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +5.3% | 18,123 | $1.1M |
| Avion Wealth | 0.30% | Add +758.0% | 17,959 | $1.1M |
| Shorepath Capital Management LLC | 0.81% | Add +1.0% | 17,614 | $1.1M |
| Norris Perne & French LLP | 0.08% | No change | 17,582 | $1.1M |
| 1492 Capital Management LLC | 0.55% | Reduce -8.7% | 17,477 | $1.1M |
| Financial Alternatives, Inc | 0.77% | Reduce -0.9% | 17,462 | $1.1M |
| Cornerstone Advisory, LLC | 0.14% | Add +5.9% | 17,365 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.46% | Reduce -3.6% | 17,847 | $1.1M |
| New Covenant Trust Company, N.A. | 1.05% | New | 17,068 | $1.1M |
| Greenwich Wealth Management LLC | 0.07% | No change | 16,969 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +9.4% | 16,947 | $1.1M |
| Smith & Howard Wealth Management, LLC | 0.30% | Reduce -1.2% | 16,854 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -74.6% | 16,839 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -2.1% | 16,824 | $1.1M |
| FF Advisors,LLC | 0.69% | No change | 16,910 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Reduce -0.9% | 16,756 | $1.1M |
| Index Fund Advisors, Inc. | 0.06% | Reduce -0.1% | 16,562 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 16,515 | $1.0M |
| One Degree Advisors Inc | 0.44% | Reduce -1.0% | 16,301 | $1.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.1% | 16,945 | $1.0M |
| Petredis Investment Advisors LLC | 0.11% | No change | 16,300 | $1.0M |
| AdvisorNet Financial, Inc | 0.08% | Add +23.9% | 16,234 | $1.0M |
| Vicus Capital | 0.09% | Reduce -6.4% | 16,189 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +3.0% | 16,267 | $1.0M |
| Whitegate Investment Counselors, Inc. | 0.27% | Add +0.7% | 16,173 | $1.0M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Add +0.1% | 16,173 | $1.0M |
| First Heartland Consultants, Inc. | 0.11% | Add +121.5% | 16,150 | $1.0M |
| Zhang Financial LLC | 0.06% | Reduce -4.2% | 15,813 | $996K |
| Garde Capital, Inc. | 0.07% | Reduce -0.3% | 15,751 | $992K |
| Syverson Strege & Co | 0.33% | No change | 15,718 | $990K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.6% | 15,656 | $986K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +1.0% | 15,655 | $986K |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 15,617 | $984K |
| Pioneer Wealth Management Group | 0.47% | Add +42.7% | 15,608 | $983K |
| Destiny Wealth Partners, LLC | 0.17% | No change | 15,535 | $979K |
| Eclectic Associates Inc. | 0.39% | No change | 15,514 | $977K |
| Asset Dedication, LLC | 0.07% | Reduce -3.0% | 15,412 | $971K |
| Ancora Advisors LLC | 0.02% | Reduce -21.3% | 15,411 | $971K |
| Lokken Investment Group LLC | 0.40% | Reduce -1.8% | 15,399 | $970K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +2.6% | 15,390 | $970K |
| Red Tortoise LLC | 0.49% | Add +0.4% | 15,331 | $966K |
| Ellevest, Inc. | 0.05% | No change | 15,313 | $965K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -5.7% | 15,292 | $963K |
| Life Planning Partners, Inc | 0.86% | Reduce -2.1% | 15,229 | $959K |
| Fortis Capital Advisors, LLC | 0.32% | No change | 15,187 | $957K |
| Ashton Thomas Securities, LLC | 0.19% | Add +5.9% | 15,170 | $956K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.23% | Reduce -2.8% | 15,162 | $955K |
| Galvin, Gaustad & Stein, LLC | 0.09% | No change | 15,098 | $951K |
| Sandy Spring Bank | 0.04% | Reduce -5.0% | 15,047 | $948K |
| Merriman Wealth Management, LLC | 0.04% | Reduce -0.1% | 14,969 | $943K |
| Allegheny Financial Group | 0.23% | Add +0.4% | 14,905 | $939K |
| Retirement Planning Group, LLC | 0.05% | Add +116.2% | 14,892 | $938K |
| Brewster Financial Planning LLC | 0.73% | Add +0.5% | 14,866 | $937K |
| Up Strategic Wealth Investment Advisors LLC | 1.05% | No change | 14,858 | $936K |
| Cypress Point Wealth Management, LLC | 0.37% | Add +0.4% | 14,806 | $933K |
| Novak & Powell Financial Services, Inc. | 0.54% | Add +10.0% | 14,765 | $930K |
| Keystone Financial Group | 0.12% | New | 14,750 | $929K |
| CENTRAL TRUST Co | 0.02% | Reduce -57.0% | 14,696 | $926K |
| Advisory Services Network, LLC | 0.02% | No change | 15,550 | $912K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -9.7% | 14,462 | $911K |
| BlackRock, Inc. | 0.00% | — | 14,357 | $904K |
| Summit Financial Strategies, Inc. | 0.10% | Reduce -2.6% | 14,331 | $903K |
| BluePointe Capital Management, LLC | 0.58% | No change | 14,310 | $902K |
| Davis Capital Management | 0.71% | Reduce -0.9% | 14,204 | $895K |
| GC Wealth Management RIA, LLC | 0.15% | No change | 14,020 | $883K |
| Signaturefd, LLC | 0.02% | Reduce -0.4% | 13,977 | $881K |
| Richard C. Young & CO., LTD. | 0.10% | Reduce -6.1% | 13,974 | $880K |
| Chemistry Wealth Management LLC | 0.21% | No change | 13,848 | $872K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | No change | 13,938 | $869K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.4% | 13,756 | $867K |
| Personal Cfo Solutions, LLC | 0.12% | Add +0.1% | 13,648 | $860K |
| Fort Point Capital Partners LLC | 0.11% | Add +0.8% | 13,600 | $857K |
| Insight Advisors, LLC/ PA | 0.15% | Reduce -1.1% | 13,474 | $849K |
| Rathbones Group PLC | 0.00% | Add +15.9% | 13,458 | $848K |
| Traveka Wealth, LLC | 0.43% | Reduce -9.8% | 13,429 | $846K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.3% | 13,318 | $839K |
| SkyOak Wealth, LLC | 0.18% | Add +1.7% | 13,251 | $835K |
| GSG Advisors LLC | 0.28% | Add +0.2% | 13,266 | $834K |
| Procyon Advisors, LLC | 0.06% | Add +0.3% | 13,216 | $833K |
| First Manhattan Co. Llc. | 0.00% | Add +1.1% | 13,209 | $832K |
| NBT Bank, N.A. | 0.06% | Reduce -0.1% | 13,205 | $832K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.4% | 13,131 | $827K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -13.4% | 13,131 | $827K |
| Argent Trust Co | 0.03% | No change | 13,126 | $827K |
| Probity Advisors, Inc. | 0.16% | Reduce -0.4% | 12,943 | $815K |
| Glen Eagle Advisors, LLC | 0.14% | Add +0.0% | 12,924 | $814K |
| Summit Wealth Partners, LLC | 0.15% | Add +0.0% | 12,736 | $802K |
| Rebalance, LLC | 0.06% | Reduce -0.3% | 12,664 | $798K |
| Westfuller Advisors, LLC | 0.57% | — | 12,570 | $792K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -1.4% | 12,552 | $791K |
| Graypoint LLC | 0.05% | Reduce -34.1% | 12,533 | $790K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.2% | 12,513 | $788K |
| Hilltop Holdings Inc. | 0.05% | New | 12,495 | $787K |
| RVW Wealth, LLC | 0.07% | No change | 12,424 | $783K |
| Root Financial Partners, LLC | 0.12% | Add +23.3% | 12,387 | $780K |
| Horan Securities, Inc. | 0.30% | Add +108.3% | 12,284 | $774K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.2% | 12,183 | $768K |
| Csenge Advisory Group | 0.04% | Add +10.4% | 12,250 | $765K |
| Busey Bank | 0.02% | No change | 12,096 | $762K |
| Coppell Advisory Solutions LLC | 0.11% | Reduce -82.0% | 12,004 | $761K |
| Factory Mutual Insurance Co. | 0.01% | No change | 12,000 | $756K |
| NorthRock Partners, LLC | 0.02% | Add +1.6% | 11,986 | $755K |
| Brown, Lisle/Cummings, Inc. | 0.23% | Reduce -1.6% | 11,900 | $750K |
| Forza Wealth Management, LLC | 0.34% | No change | 11,820 | $745K |
| Skyline Advisors, Inc. | 0.30% | Add +2.6% | 11,699 | $737K |
| IFG Advisory, LLC | 0.05% | Reduce -10.3% | 11,667 | $735K |
| Cannell & Spears LLC | 0.01% | Add +9.8% | 11,665 | $735K |
| Old North State Trust, LLC | 0.60% | No change | 11,627 | $733K |
| OMNI 360 Wealth, Inc. | 0.50% | Add +1.5% | 11,629 | $733K |
| DiNuzzo Private Wealth, Inc. | 0.09% | New | 11,595 | $730K |
| Ieq Capital, LLC | 0.01% | Add +16.4% | 11,592 | $730K |
| Brand Asset Management Group, Inc. | 0.28% | Reduce -5.3% | 11,526 | $726K |
| RTD Financial Advisors, Inc. | 0.09% | Reduce -1.6% | 11,504 | $725K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -11.0% | 11,472 | $723K |
| Sowell Financial Services LLC | 0.03% | Add +3.5% | 11,410 | $719K |
| Capital City Trust Co. | 0.18% | Reduce -0.3% | 11,389 | $718K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +6.7% | 11,301 | $712K |
| First National Bank of Omaha | 0.05% | No change | 11,250 | $709K |
| Barclays PLC | 0.00% | No change | 11,135 | $702K |
| Capital International Investors | 0.00% | Add +46.5% | 11,026 | $699K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 11,020 | $694K |
| Compass Financial Group, INC | 0.14% | Reduce -5.6% | 10,989 | $692K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -0.3% | 10,955 | $690K |
| Kwmg, LLC | 0.07% | Reduce -4.0% | 10,943 | $689K |
| Noble Family Wealth, LLC | 0.19% | Add +0.8% | 10,930 | $689K |
| Strategies Wealth Advisors, LLC | 0.09% | Reduce -1.5% | 10,889 | $686K |
| Sentry LLC | 0.13% | No change | 10,870 | $685K |
| Private Capital Management, LLC | 0.07% | Reduce -0.5% | 10,533 | $664K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 10,523 | $663K |
| Old National Bancorp | 0.02% | Reduce -12.1% | 10,452 | $658K |
| Wealth Architects, LLC | 0.07% | Reduce -0.1% | 10,404 | $655K |
| Forte Capital LLC | 0.07% | No change | 10,400 | $655K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.6% | 10,369 | $653K |
| Arista Wealth Management, LLC | 0.15% | Reduce -10.6% | 10,232 | $645K |
| Bull Street Advisors, LLC | 0.30% | Reduce -0.6% | 10,169 | $641K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 10,137 | $639K |
| Capasso Planning Partners LLC | 0.19% | Add +0.0% | 10,097 | $636K |
| Cranbrook Wealth Management, LLC | 0.14% | Reduce -3.9% | 10,070 | $634K |
| Barnes Pettey Financial Advisors, LLC | 0.51% | No change | 10,060 | $634K |
| Brown Brothers Harriman & Co. | 0.00% | Add +16.8% | 10,033 | $632K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -79.6% | 10,018 | $631K |
| Marcum Wealth, LLC | 0.06% | Add +1.6% | 9,963 | $628K |
| Causeway Capital Management LLC | 0.02% | Add +23.8% | 9,952 | $627K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.1% | 9,933 | $626K |
| Fisher Asset Management | 0.00% | Reduce -5.4% | 9,777 | $616K |
| Sierra Capital LLC | 0.07% | Add +0.4% | 9,740 | $614K |
| Valued Retirements, Inc. | 0.84% | No change | 9,719 | $612K |
| Etfidea, LLC | 0.19% | Reduce -1.5% | 9,679 | $610K |
| AIMZ Investment Advisors, LLC | 0.21% | Add +0.0% | 9,654 | $608K |
| Roberts Glore & Co. Inc. | 0.18% | Reduce -4.9% | 9,652 | $608K |
| Duncker Streett & Co. Inc. | 0.11% | Reduce -3.8% | 9,640 | $607K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.9% | 9,596 | $605K |
| WealthBridge Investment Counsel Inc. | 0.21% | Add +8.2% | 9,275 | $584K |
| Union Savings Bank | 0.29% | Reduce -16.8% | 9,249 | $583K |
| Horizon Family Wealth, Inc. | 0.41% | No change | 9,180 | $578K |
| Investment Research & Advisory Group, Inc. | 0.24% | No change | 9,147 | $576K |
| Collective Family Office LLC | 0.16% | Reduce -20.2% | 9,090 | $573K |
| Lazard Asset Management LLC | 0.00% | Add +6.8% | 9,084 | $572K |
| Silver Oak Advisory Group, Inc. | 0.29% | Add +0.1% | 9,055 | $570K |
| Trustmark Bank Trust Department | 0.04% | No change | 8,994 | $567K |
| Madison Wealth Partners, Inc | 0.17% | No change | 8,990 | $566K |
| SMI Advisory Services, LLC | 0.12% | Reduce -4.0% | 8,836 | $556K |
| Eagle Harbor Asset Management Inc. | 0.55% | No change | 10,489 | $554K |
| Accurate Wealth Management, LLC | 0.11% | Add +0.1% | 9,005 | $553K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -6.3% | 8,749 | $551K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.2% | 8,715 | $549K |
| Glaxis Capital Management, LLC | 2.14% | Add +0.4% | 4,354 | $548K |
| EagleClaw Capital Managment, LLC | 0.09% | No change | 8,700 | $548K |
| HTLF Bank | 0.06% | Reduce -9.4% | 8,655 | $545K |
| Smallwood Wealth Investment Management, LLC | 0.39% | No change | 8,651 | $545K |
| Kovack Advisors, Inc. | 0.06% | Add +14.5% | 8,602 | $542K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 8,596 | $542K |
| Annapolis Financial Services, LLC | 0.16% | Reduce -3.4% | 8,571 | $540K |
| Lindbrook Capital, LLC | 0.05% | No change | 8,540 | $538K |
| Nia Impact Advisors, LLC | 0.18% | No change | 8,528 | $537K |
| LifePlan Financial, LLC | 0.46% | Reduce -2.7% | 8,515 | $536K |
| Boston Trust Walden Corp | 0.00% | No change | 8,491 | $535K |
| Evergreen Advisors, LLC | 0.15% | Add +0.4% | 8,490 | $535K |
| First Trust Direct Indexing L.P. | 0.03% | Add +92.9% | 8,485 | $535K |
| WFA of San Diego, LLC | 0.45% | Reduce -1.2% | 8,485 | $535K |
| Grove Bank & Trust | 0.08% | Add +398.1% | 8,468 | $533K |
| Executive Wealth Management, LLC | 0.04% | New | 8,464 | $533K |
| West Bancorporation Inc. | 0.35% | Add +2.0% | 8,396 | $529K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -20.3% | 8,320 | $524K |
| Hall Laurie J Trustee | 0.17% | No change | 8,316 | $524K |
| Annex Advisory Services, LLC | 0.02% | Add +15.6% | 8,317 | $524K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.4% | 8,280 | $522K |
| Westmount Partners, LLC | 0.16% | No change | 8,274 | $521K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +19.0% | 8,239 | $519K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 8,228 | $518K |
| PrairieView Partners, LLC | 0.05% | Reduce -3.7% | 8,175 | $515K |
| Courage Miller Partners, LLC | 0.17% | Reduce -2.8% | 8,173 | $515K |
| Sierra Summit Advisors LLC | 0.12% | Add +13.1% | 8,165 | $514K |
| Soltis Investment Advisors LLC | 0.05% | Add +106.3% | 8,151 | $514K |
| Lakewood Asset Management LLC | 0.35% | Reduce -12.2% | 8,097 | $510K |
| Principal Securities, Inc. | 0.01% | Reduce -6.0% | 8,089 | $510K |
| Evoke Wealth, LLC | 0.01% | New | 8,070 | $508K |
| Harbor Investment Advisory, LLC | 0.05% | Add +0.9% | 8,062 | $508K |
| Debussy Capital Management LP | 0.15% | Reduce -1.0% | 8,062 | $508K |
| Petix & Botte Co | 0.14% | Add +0.2% | 8,049 | $507K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 8,040 | $507K |
| YHB Investment Advisors, Inc. | 0.04% | Add +0.0% | 8,036 | $506K |
| J. W. Coons Advisors, LLC | 0.09% | Reduce -0.1% | 7,956 | $501K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,220 | $501K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.4% | 7,951 | $500K |
| Gilbert & Cook, Inc. | 0.07% | Add +8.2% | 7,897 | $498K |
| InTrack Investment Management Inc | 0.35% | Add +0.1% | 7,858 | $495K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 7,851 | $495K |
| Seven Springs Wealth Group, LLC | 0.18% | No change | 7,850 | $495K |
| LMCG Investments, LLC | 0.03% | No change | 7,850 | $495K |
| Blue Barn Wealth, LLC | 0.25% | Add +0.3% | 7,813 | $492K |
| Jacobi Capital Management LLC | 0.04% | Add +3.8% | 7,809 | $492K |
| Gleason Group, Inc. | 0.09% | Add +0.4% | 7,783 | $490K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,775 | $490K |
| Smith Salley Wealth Management | 0.03% | No change | 7,772 | $490K |
| Capstone Wealth Management Group, LLC | 0.29% | Add +0.4% | 7,763 | $489K |
| Topel & Distasi Wealth Management, LLC | 0.20% | Add +1.2% | 7,754 | $489K |
| Cascade Investment Group, Inc. | 0.36% | Add +1.9% | 7,697 | $485K |
| Robinswood Financial LLC | 0.18% | Add +3.8% | 7,683 | $484K |
| Cahill Wealth Management, LLC | 0.25% | Reduce -4.3% | 7,681 | $484K |
| Mayport, LLC | 0.15% | Reduce -0.1% | 7,660 | $483K |
| Shakespeare Wealth Management, LLC | 0.13% | Reduce -5.4% | 4,683 | $482K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | Add +4.9% | 7,617 | $480K |
| Plum Street Advisors, LLC | 0.24% | No change | 7,609 | $479K |
| Austin Private Wealth, LLC | 0.05% | Add +8.5% | 7,600 | $479K |
| JGP Wealth Management, LLC | 0.06% | Add +0.1% | 7,595 | $478K |
| Passive Capital Management, LLC. | 0.17% | No change | 7,587 | $478K |
| Red Door Wealth Management, LLC | 0.08% | Add +24.9% | 7,571 | $477K |
| CVA Family Office, LLC | 0.08% | Add +1328.9% | 7,516 | $474K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.1% | 7,512 | $473K |
| Proficio Capital Partners LLC | 0.05% | No change | 7,505 | $473K |
| Johnson Financial Group, Inc. | 0.02% | Add +115.1% | 7,475 | $471K |
| Pine Haven Investment Counsel, Inc | 0.38% | No change | 7,463 | $470K |
| First National Corp. /Ma/ | 0.10% | Reduce -15.2% | 7,385 | $465K |
| ZynergyRetirementPlanningLLC | 0.32% | No change | 7,267 | $458K |
| Safeguard Financial, LLC | 0.11% | No change | 7,266 | $458K |
| Farrell Financial LLC | 0.32% | Add +2.5% | 7,559 | $456K |
| Wimmer Associates 1, LLC | 0.22% | Reduce -1.3% | 7,221 | $455K |
| Angeles Wealth Management, LLC | 0.04% | No change | 7,127 | $449K |
| Smith, Moore & Co. | 0.04% | New | 7,078 | $446K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.4% | 7,024 | $443K |
| Bill Few Associates, Inc. | 0.16% | Add +0.1% | 6,935 | $437K |
| Eagle Ridge Investment Management | 0.04% | Add +0.3% | 6,933 | $437K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 6,919 | $436K |
| Arkadios Wealth Advisors | 0.02% | Add +87.9% | 6,906 | $435K |
| Advisors Preferred, LLC | 0.07% | New | 6,900 | $434K |
| PFG Investments, LLC | 0.03% | Add +30.5% | 6,875 | $433K |
| Claro Advisors Inc. | 0.06% | Reduce -9.9% | 6,870 | $433K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -10.6% | 6,780 | $427K |
| Logan Capital Management Inc. | 0.02% | No change | 6,729 | $424K |
| Scotia Capital Inc. | 0.00% | Add +8.5% | 6,644 | $419K |
| Moneco Advisors, LLC | 0.05% | Reduce -1.5% | 6,615 | $417K |
| Pittenger & Anderson Inc. | 0.02% | No change | 6,600 | $416K |
| Strategic Financial Services, Inc. | 0.02% | Add +42.6% | 6,531 | $411K |
| Radnor Capital Management, LLC | 0.06% | New | 6,527 | $411K |
| NorthLanding Financial Partners, LLC | 0.41% | No change | 6,520 | $411K |
| LMG Wealth Partners, LLC | 0.09% | No change | 6,509 | $410K |
| Argent Advisors, Inc. | 0.15% | No change | 6,500 | $410K |
| Deutsche Bank AG | 0.00% | No change | 6,500 | $410K |
| MB Generational Wealth, LLC | 0.29% | No change | 6,403 | $403K |
| Waddell & Associates, LLC | 0.05% | No change | 6,400 | $403K |
| Unionview, LLC | 0.31% | Reduce -0.7% | 6,327 | $399K |
| Wellington Management Group LLP | 0.00% | Add +3.8% | 6,324 | $398K |
| Droms Strauss Advisors Inc. /Mo/ | 0.14% | No change | 6,311 | $398K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,285 | $396K |
| Sandy Cove Advisors, LLC | 0.16% | Reduce -18.5% | 6,267 | $395K |
| Financial Partners Group, LLC | 0.15% | No change | 6,260 | $394K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +1.4% | 6,232 | $393K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -0.2% | 6,160 | $388K |
| One Charles Private Wealth Services, LLC | 0.15% | Reduce -78.5% | 6,158 | $388K |
| Symmetry Partners, LLC | 0.09% | New | 6,092 | $384K |
| Synovus Financial Corp. | 0.00% | New | 6,080 | $383K |
| Arlington Financial Advisors, LLC | 0.08% | Reduce -5.7% | 6,047 | $381K |
| Advus Financial Partners, LLC | 0.11% | Add +0.7% | 6,027 | $380K |
| Towneley Capital Management, Inc / DE | 0.09% | Reduce -36.0% | 6,025 | $380K |
| Ironwood Investment Counsel, LLC | 0.06% | Reduce -1.6% | 6,022 | $379K |
| Murphy Pohlad Asset Management LLC | 0.16% | Add +24.2% | 5,991 | $377K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -52.0% | 5,923 | $373K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 5,914 | $373K |
| Fonville Wealth Management LLC | 0.13% | Reduce -10.3% | 5,860 | $369K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 5,902 | $369K |
| Vance Wealth, LLC | 0.14% | No change | 5,850 | $369K |
| BKM Wealth Management, LLC | 0.15% | No change | 5,843 | $368K |
| Clarity Capital Advisors, LLC | 0.26% | Add +0.4% | 5,830 | $367K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.0% | 5,754 | $363K |
| Southland Equity Partners LLC | 0.09% | Reduce -1.4% | 5,749 | $362K |
| Cherrydale Wealth Management, LLC | 0.15% | Add +0.4% | 5,747 | $362K |
| Compound Planning, Inc. | 0.02% | Add +0.2% | 5,730 | $361K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 5,709 | $360K |
| Millennium Management | 0.00% | Reduce -10.5% | 5,694 | $359K |
| Stuart Investment Advisors, Inc. | 0.20% | Add +0.4% | 5,678 | $358K |
| Evanson Asset Management, LLC | 0.03% | Add +18.2% | 5,677 | $358K |
| Banco Santander, S.A. | 0.00% | Reduce -9.2% | 5,649 | $356K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.7% | 5,582 | $352K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.0% | 5,576 | $348K |
| United Advisor Group, LLC | 0.08% | New | 5,504 | $347K |
| Vantage Investment Partners, LLC | 0.03% | No change | 5,493 | $346K |
| Caldwell Trust Co | 0.04% | Reduce -8.8% | 5,473 | $345K |
| Talisman Wealth Advisors LLC | 0.36% | No change | 5,441 | $345K |
| Petra Financial Advisors Inc. | 0.23% | Add +0.1% | 5,466 | $344K |
| Lantern Wealth Advisors, LLC | 0.24% | Reduce -3.5% | 5,449 | $343K |
| Summit X, LLC | 0.08% | No change | 5,851 | $343K |
| Olde Wealth Management, LLC | 0.12% | No change | 5,454 | $343K |
| Thornburg Investment Management Inc. | 0.00% | Reduce -8.5% | 5,414 | $341K |
| Pallas Capital Advisors LLC | 0.01% | No change | 5,595 | $341K |
| ARK & TLK Investments, LLC | 0.12% | Add +0.4% | 5,397 | $340K |
| Mathes Company, Inc. | 0.12% | No change | 5,400 | $340K |
| Transform Wealth, LLC | 0.02% | Add +0.0% | 5,393 | $340K |
| Francis Financial, Inc. | 0.09% | New | 5,377 | $339K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.9% | 5,340 | $336K |
| American Investment Services, Inc. | 0.06% | Reduce -32.0% | 5,324 | $335K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -49.2% | 5,311 | $335K |
| Strategic Financial Partners, Ltd. | 0.17% | Add +9.2% | 5,302 | $334K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 5,300 | $334K |
| Brookstone Capital Management | 0.00% | New | 5,292 | $333K |
| Legacy Private Trust Co. | 0.02% | No change | 5,251 | $331K |
| Ocean Park Asset Management, LLC | 0.01% | New | 5,239 | $330K |
| Exchange Traded Concepts, LLC | 0.01% | New | 5,239 | $330K |
| Convergence Financial, LLC | 0.07% | New | 5,227 | $329K |
| SWAN Capital LLC | 0.16% | No change | 5,212 | $328K |
| Pine Harbor Wealth Management, LLC | 0.16% | Add +7.1% | 5,202 | $328K |
| Capital Planning Advisors, LLC | 0.05% | No change | 5,164 | $325K |
| Old Mission Investment Co LLC | 0.10% | No change | 5,155 | $325K |
| Elser Financial Planning, Inc | 0.47% | Add +1.7% | 5,128 | $323K |
| Vision Capital Management, Inc. | 0.05% | No change | 5,105 | $322K |
| First Interstate Bank | 0.02% | No change | 5,100 | $321K |
| Brightwater Advisory LLC | 0.24% | Reduce -1.3% | 5,096 | $321K |
| Aspire Capital Advisors LLC | 0.10% | Add +22.1% | 5,094 | $321K |
| Strategic Blueprint, LLC | 0.02% | Add +7.5% | 5,072 | $320K |
| Altiora Financial Group, LLC | 0.07% | No change | 5,070 | $319K |
| Texas Yale Capital Corp. | 0.01% | Add +0.1% | 5,047 | $318K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +5.6% | 5,039 | $317K |
| GAMMA Investing LLC | 0.03% | Add +20.2% | 4,982 | $314K |
| Shayne & Jacobs, LLC | 0.08% | No change | 4,980 | $314K |
| Colonial Trust Advisors | 0.03% | Add +48.2% | 4,966 | $313K |
| WealthPlan Investment Management, LLC | 0.03% | New | 4,961 | $313K |
| Waller Financial Planning Group, Inc. | 0.08% | No change | 4,936 | $311K |
| Bokf, NA | 0.01% | Reduce -19.5% | 4,950 | $309K |
| Elmwood Wealth Management, Inc. | 0.13% | No change | 4,890 | $308K |
| S.A. Mason LLC | 0.16% | Reduce -29.1% | 4,866 | $307K |
| EPIQ Capital Group, LLC | 0.09% | Add +0.4% | 4,865 | $306K |
| Treynor Bancshares, Inc. | 0.31% | Reduce -26.6% | 4,855 | $306K |
| Baxter Bros Inc. | 0.04% | No change | 4,848 | $305K |
| TFB Advisors LLC | 0.09% | Add +2.9% | 4,843 | $305K |
| Tidal Investments LLC | 0.00% | New | 4,842 | $305K |
| Aspen Grove Capital, LLC | 0.07% | Add +25.3% | 4,837 | $305K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +0.2% | 4,836 | $305K |
| Investment Advisory Group, LLC | 0.10% | No change | 4,804 | $303K |
| Stone Summit Wealth LLC | 0.10% | No change | 4,755 | $300K |
| Choate Investment Advisors | 0.01% | No change | 4,740 | $299K |
| Butensky & Cohen Financial Security, Inc. | 0.09% | Reduce -8.7% | 4,735 | $298K |
| Cornerstone Wealth Advisors, Inc. | 0.08% | Add +0.6% | 4,730 | $298K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +0.4% | 4,729 | $298K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -20.2% | 4,699 | $296K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.5% | 4,895 | $294K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -11.6% | 4,668 | $294K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -16.1% | 4,980 | $293K |
| IHT Wealth Management, LLC | 0.01% | Reduce -24.2% | 4,642 | $292K |
| Acropolis Investment Management, LLC | 0.02% | Add +14.3% | 4,665 | $291K |
| Hedges Asset Management LLC | 0.19% | No change | 4,600 | $290K |
| American Financial & Tax Strategies Inc. | 0.15% | Reduce -2.6% | 4,591 | $289K |
| Sterling Group Wealth Management, LLC | 0.15% | No change | 4,591 | $289K |
| Detalus Advisors, LLC | 0.10% | Add +1.1% | 4,585 | $289K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -6.0% | 4,584 | $289K |
| Arrowroot Family Office, LLC | 0.17% | Add +0.0% | 4,582 | $289K |
| Schiavi & Co LLC | 0.10% | No change | 4,519 | $285K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +5.0% | 4,510 | $284K |
| Stephenson & Company, Inc. | 0.19% | No change | 4,507 | $284K |
| Presidio Capital Management, LLC | 0.18% | Reduce -39.2% | 4,447 | $280K |
| Basepoint Wealth LLC | 0.21% | No change | 4,437 | $280K |
| Sepio Capital, LP | 0.02% | Add +0.5% | 4,398 | $277K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 4,375 | $276K |
| RDA Financial Network | 0.09% | Reduce -0.6% | 4,368 | $275K |
| Occidental Asset Management, LLC | 0.04% | Add +0.1% | 4,364 | $275K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,347 | $274K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 4,328 | $273K |
| Townsquare Capital LLC | 0.00% | New | 4,331 | $273K |
| ESL Trust Services, LLC | 0.06% | Add +13.3% | 4,331 | $273K |
| FSM Wealth Advisors, LLC | 0.07% | Add +0.1% | 4,319 | $272K |
| L.M. Kohn & Company | 0.07% | New | 4,313 | $272K |
| Truefg, LLC | 0.09% | New | 4,308 | $271K |
| Pavion Blue Capital, LLC | 0.13% | No change | 4,306 | $271K |
| MJP Associates Inc. | 0.05% | Add +0.1% | 4,290 | $270K |
| Vestor Capital, LLC | 0.02% | No change | 4,281 | $270K |
| Salem Investment Counselors Inc. | 0.01% | No change | 4,268 | $269K |
| Northern Capital Management, Inc. | 0.17% | No change | 4,248 | $268K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,234 | $267K |
| Fairway Wealth LLC | 0.14% | New | 4,233 | $267K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 4,217 | $266K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 4,202 | $265K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 4,190 | $264K |
| Leo Wealth, LLC | 0.02% | Reduce -16.1% | 4,188 | $264K |
| HTG Investment Advisors, Inc. | 0.12% | New | 4,186 | $264K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +6.9% | 4,178 | $263K |
| Financial Planning & Information Services, Inc. | 0.04% | Add +7.7% | 4,166 | $262K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -3.8% | 4,144 | $261K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,140 | $261K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -0.0% | 4,132 | $260K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -71.6% | 4,088 | $258K |
| Forum Financial Management, LP | 0.00% | Reduce -11.3% | 4,086 | $257K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.6% | 4,045 | $255K |
| Promethium Advisors,llc | 0.18% | — | 4,021 | $253K |
| Bordeaux Wealth Advisors LLC | 0.05% | Add +3.5% | 4,017 | $253K |
| Interchange Capital Partners, LLC | 0.09% | No change | 4,000 | $252K |
| Clarius Group, LLC | 0.02% | New | 4,000 | $252K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 3,978 | $251K |
| Lanark Financial, Inc. | 0.02% | Add +0.3% | 3,969 | $250K |
| Headinvest, LLC | 0.05% | No change | 3,965 | $250K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 3,971 | $249K |
| First Bank & Trust | 0.05% | No change | 3,950 | $249K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 3,946 | $249K |
| Tyche Wealth Partners LLC | 0.06% | No change | 3,918 | $247K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 3,917 | $247K |
| Ridgewood Investments LLC | 0.12% | Add +145.4% | 3,911 | $246K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 3,902 | $245K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 3,886 | $245K |
| Lazari Capital Management, Inc. | 0.10% | Add +5.2% | 3,874 | $244K |
| Owen LaRue, LLC | 0.13% | Reduce -34.6% | 3,865 | $244K |
| Hirtle & Co., LLC | 0.01% | New | 3,861 | $243K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.9% | 3,860 | $243K |
| Hanover Advisors Inc. | 0.10% | Add +0.1% | 3,857 | $243K |
| WNY Asset Management, LLC | 0.03% | Reduce -11.7% | 3,847 | $242K |
| Kiely Wealth Advisory Group, Inc. | 0.15% | No change | 4,088 | $242K |
| World Equity Group, Inc. | 0.09% | New | 3,841 | $242K |
| Prepared Retirement Institute LLC | 0.15% | No change | 3,814 | $240K |
| Hurlow Wealth Management Group, Inc. | 0.07% | New | 3,814 | $240K |
| Sageworth Trust Co of South Dakota | 0.31% | Reduce -10.0% | 3,801 | $239K |
| Camelot Technology Advisors, Inc. | 0.21% | No change | 3,800 | $239K |
| Zacks Investment Management | 0.00% | Reduce -92.0% | 3,800 | $239K |
| HUB Investment Partners, LLC | 0.01% | Reduce -65.7% | 3,777 | $238K |
| Colton Groome Financial Advisors, LLC | 0.09% | Add +6.3% | 3,759 | $237K |
| Worth Asset Management, LLC | 0.13% | Reduce -76.8% | 3,745 | $236K |
| Paragon Advisors, LLC | 0.08% | New | 3,739 | $236K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,725 | $235K |
| Destination Wealth Management | 0.01% | New | 3,725 | $235K |
| Quarry Hill Advisors, LLC | 0.16% | Reduce -3.1% | 3,711 | $234K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 3,688 | $232K |
| Gray Wealth Management Inc. | 0.09% | Add +0.0% | 3,632 | $229K |
| TD Capital Management LLC | 0.02% | Add +0.2% | 3,627 | $229K |
| Copperleaf Capital, LLC | 0.17% | Add +3.0% | 3,624 | $228K |
| Nicolet Bankshares Inc. | 0.05% | Reduce -18.8% | 3,620 | $228K |
| HF Advisory Group, LLC | 0.11% | Add +0.4% | 3,618 | $228K |
| Private Portfolio Partners LLC | 0.04% | New | 3,617 | $228K |
| Cary Street Partners Asset Management LLC | 0.03% | Reduce -23.4% | 3,587 | $226K |
| Planned Solutions, Inc. | 0.09% | No change | 3,587 | $226K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 3,585 | $226K |
| Alliance Wealth Management Group | 0.06% | Reduce -3.4% | 3,576 | $225K |
| Towercrest Capital Management | 0.04% | Reduce -3.4% | 3,576 | $225K |
| Eagle Global Advisors LLC | 0.01% | No change | 3,555 | $224K |
| CNB Bank | 0.10% | No change | 3,532 | $223K |
| Pine Ridge Advisers LLC | 0.02% | Add +0.4% | 3,529 | $222K |
| Principle Wealth Partners LLC | 0.02% | Reduce -32.5% | 3,526 | $222K |
| TCTC Holdings, LLC | 0.01% | No change | 3,506 | $221K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 3,501 | $221K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 3,489 | $220K |
| Oarsman Capital, Inc. | 0.04% | New | 3,477 | $219K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -4.3% | 3,480 | $219K |
| West Michigan Advisors, LLC | 0.07% | Reduce -16.3% | 3,474 | $219K |
| Aspen Wealth Management LLC | 0.07% | Reduce -4.0% | 3,469 | $219K |
| Certuity, LLC | 0.02% | Reduce -45.4% | 3,457 | $218K |
| Jupiter Wealth Management LLC | 0.11% | New | 3,433 | $216K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -0.0% | 3,425 | $216K |
| Optivise Advisory Services LLC | 0.11% | No change | 3,424 | $216K |
| Dominguez Wealth Management Solutions, Inc. | 0.16% | Add +0.2% | 3,423 | $216K |
| Good Life Advisors, LLC | 0.01% | New | 3,409 | $215K |
| First National Advisers, LLC | 0.03% | New | 3,396 | $214K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 3,383 | $213K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -17.9% | 3,383 | $213K |
| Blue Trust, Inc. | 0.00% | Reduce -11.7% | 3,628 | $213K |
| Tacita Capital Inc | 0.14% | No change | 3,365 | $212K |
| Gradient Investments LLC | 0.00% | Reduce -31.0% | 3,352 | $211K |
| Charter Research & Investment Group, Inc. | 0.16% | New | 3,350 | $211K |
| CSM Advisors, LLC | 0.01% | New | 3,350 | $211K |
| Tradition Wealth Management, LLC | 0.02% | New | 3,322 | $209K |
| Aristotle Capital Management, LLC | 0.00% | Reduce -15.5% | 3,317 | $209K |
| Ingalls & Snyder LLC | 0.01% | New | 3,303 | $208K |
| USA Financial Formulas | 0.03% | Reduce -13.6% | 3,290 | $207K |
| AE Wealth Management LLC | 0.00% | Reduce -30.6% | 3,285 | $207K |
| LPWM LLC | 0.07% | New | 3,312 | $207K |
| Ascentis Independent Advisors | 0.03% | Reduce -4.2% | 3,277 | $206K |
| Latitude Advisors, LLC | 0.12% | Reduce -12.7% | 3,272 | $206K |
| Trek Financial, LLC | 0.02% | New | 3,272 | $206K |
| Tufton Capital Management | 0.04% | New | 3,270 | $206K |
| Kathmere Capital Management, LLC | 0.02% | New | 3,254 | $205K |
| MAS Advisors LLC | 0.44% | New | 3,241 | $204K |
| Gries Financial LLC | 0.04% | New | 3,240 | $204K |
| Guidance Capital, Inc. | 0.06% | New | 3,286 | $204K |
| New Republic Capital, LLC | 0.12% | New | 3,223 | $203K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -48.3% | 3,220 | $203K |
| Mitchell Sinkler & Starr | 0.05% | Reduce -30.5% | 3,215 | $203K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 3,212 | $202K |
| Edge Capital Group, LLC | 0.01% | New | 3,206 | $202K |
| Cypress Capital Group | 0.02% | New | 3,200 | $202K |
| FAS Wealth Partners, Inc. | 0.02% | Add +13.7% | 3,199 | $202K |
| Diligent Investors, LLC | 0.05% | New | 3,193 | $201K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,183 | $201K |
| Element Wealth, LLC | 0.11% | No change | 3,181 | $200K |
| Okabena Investment Services Inc. | 0.06% | New | 3,178 | $200K |
| Fort Vancouver Investment Management, LLC | 0.17% | No change | 3,175 | $200K |
| Rothschild Investment LLC | 0.01% | No change | 3,175 | $200K |
| NCP Inc. | 0.11% | Add +0.3% | 3,163 | $199K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 3,130 | $197K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,121 | $197K |
| Independence Bank of Kentucky | 0.04% | No change | 2,939 | $185K |
| MidAtlantic Capital Management, Inc. | 0.13% | No change | 2,801 | $176K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Reduce -37.2% | 2,740 | $173K |
| Wintrust Investments LLC | 0.11% | Reduce -90.8% | 2,451 | $154K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,440 | $154K |
| Evermay Wealth Management LLC | 0.02% | Reduce -11.7% | 2,421 | $153K |
| AllSquare Wealth Management LLC | 0.09% | Reduce -17.0% | 2,377 | $150K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.2% | 2,379 | $149K |
| Zeit Capital LLC | 0.11% | Reduce -14.3% | 2,350 | $148K |
| Optimum Investment Advisors | 0.06% | No change | 2,233 | $141K |
| Provident Wealth Management, LLC | 0.05% | New | 2,216 | $140K |
| Earned Wealth Advisors, LLC | 0.04% | New | 2,167 | $137K |
| Private Trust Co. NA | 0.01% | Add +18.2% | 2,101 | $132K |
| Headlands Technologies LLC | 0.01% | Add +0.7% | 2,074 | $131K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -19.8% | 2,029 | $129K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.4% | 1,940 | $122K |
| Evolution Advisers, Inc. | 0.07% | Add +16.7% | 1,925 | $121K |
| Frazier Financial Advisors, LLC | 0.09% | Add +0.4% | 1,911 | $120K |
| Intelligent Financial Strategies | 0.07% | Add +0.4% | 1,895 | $119K |
| LGT Financial Advisors LLC | 0.27% | No change | 1,745 | $110K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,743 | $110K |
| Bollard Group LLC | 0.00% | Add +0.4% | 1,709 | $108K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 1,711 | $108K |
| Larson Financial Group LLC | 0.01% | Reduce -29.0% | 1,709 | $108K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,682 | $106K |
| Northwest Capital Management Inc | 0.04% | No change | 1,640 | $103K |
| Versant Capital Management, Inc | 0.02% | No change | 1,594 | $100K |
| Mondrian Investment Partners LTD | 0.00% | Add +50.4% | 1,554 | $98K |
| Legacy Bridge, LLC | 0.05% | No change | 1,552 | $98K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,516 | $96K |
| Eagle Bay Advisors LLC | 0.04% | No change | 1,500 | $95K |
| Claris Advisors, LLC / Mo / | 0.04% | New | 1,419 | $89K |
| Pacifica Partners Inc. | 0.04% | Add +0.2% | 1,359 | $86K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +7.5% | 1,335 | $84K |
| Heritage Wealth Advisors | 0.00% | Add +0.2% | 1,322 | $83K |
| TruNorth Capital Management, LLC | 0.02% | No change | 1,297 | $82K |
| Jamison Private Wealth Management, Inc. | 0.01% | Add +0.4% | 1,275 | $80K |
| International Assets Investment Management, LLC | 0.01% | Add +50.1% | 1,256 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +10.9% | 1,214 | $77K |
| Financial Freedom, LLC | 0.04% | Add +0.3% | 1,213 | $76K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 1,240 | $76K |
| Washington Growth Strategies LLC | 2.78% | — | 4,577 | $73K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -15.4% | 1,140 | $69K |
| Bangor Savings Bank | 0.01% | No change | 1,045 | $66K |
| Horizons Wealth Management | 0.05% | No change | 1,014 | $64K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $63K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,000 | $63K |
| Belmont Capital, LLC | 0.01% | No change | 997 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 955 | $60K |
| Center for Financial Planning, Inc. | 0.01% | No change | 941 | $59K |
| Fortitude Family Office, LLC | 0.02% | Add +0.3% | 936 | $59K |
| Continuum Advisory, LLC | 0.01% | Add +4.5% | 1,002 | $59K |
| Family Manage LLC | 0.01% | Reduce -15.4% | 903 | $57K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 888 | $56K |
| Private Capital Management LLC | 0.01% | Reduce -16.0% | 847 | $53K |
| Darwin Wealth Management, LLC | 0.01% | New | 829 | $52K |
| Financial Perspectives, Inc | 0.02% | No change | 824 | $52K |
| Private Wealth Management Group, LLC | 0.02% | No change | 805 | $51K |
| Westside Investment Management, Inc. | 0.01% | Reduce -11.7% | 803 | $51K |
| Gables Capital Management Inc. | 0.03% | No change | 800 | $50K |
| Salomon & Ludwin, LLC | 0.01% | No change | 799 | $50K |
| Founders Financial Alliance, LLC | 0.01% | No change | 751 | $47K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 712 | $45K |
| Hemington Wealth Management | 0.01% | New | 744 | $44K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +23.0% | 696 | $44K |
| Abound Wealth Management | 0.01% | New | 683 | $43K |
| Parkside Financial Bank & Trust | 0.01% | No change | 679 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -77.1% | 677 | $43K |
| Addison Advisors LLC | 0.01% | No change | 671 | $42K |
| Halpern Financial, Inc. | 0.01% | No change | 648 | $41K |
| Key Financial Inc | 0.01% | No change | 629 | $40K |
| Crewe Advisors LLC | 0.00% | Reduce -51.2% | 627 | $40K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 625 | $39K |
| Fairman Group, LLC | 0.04% | Add +2.2% | 615 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 607 | $38K |
| Washington Trust Advisors, Inc. | 0.00% | Add +1718.2% | 600 | $38K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -15.5% | 600 | $38K |
| Bfsg, LLC | 0.00% | Add +4.0% | 593 | $37K |
| Guardian Wealth Management, Inc. | 0.02% | Add +4.2% | 523 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 516 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 510 | $32K |
| Nvwm, LLC | 0.01% | No change | 481 | $30K |
| Tsfg, LLC | 0.01% | No change | 478 | $30K |
| HighMark Wealth Management LLC | 0.02% | Add +0.4% | 463 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 435 | $27K |
| Reston Wealth Management LLC | 0.01% | New | 433 | $27K |
| Resources Management Corp. /CT/ | 0.00% | New | 411 | $26K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 408 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 402 | $25K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 401 | $25K |
| Mascoma Wealth Management LLC | 0.01% | No change | 391 | $25K |
| Stephens Consulting, LLC | 0.01% | No change | 372 | $23K |
| Kings Path Partners LLC | 0.01% | New | 370 | $23K |
| Northwest Investment Counselors, LLC | 0.01% | New | 365 | $23K |
| Hartford Financial Management Inc. | 0.00% | Reduce -11.3% | 355 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 350 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.3% | 339 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +59.9% | 315 | $20K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 311 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 308 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 300 | $19K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 295 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +178.9% | 265 | $17K |
| Atticus Wealth Management, LLC | 0.00% | Add +0.8% | 239 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +0.4% | 242 | $15K |
| Belvedere Trading LLC | 0.00% | New | 237 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 227 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 217 | $14K |
| Highline Wealth Partners LLC | 0.00% | Add +0.5% | 203 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $13K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 185 | $12K |
| Caitlin John, LLC | 0.01% | Add +0.5% | 186 | $11K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 174 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 160 | $10K |
| Quent Capital, LLC | 0.00% | New | 149 | $9K |
| Global Trust Asset Management, LLC | 0.00% | New | 132 | $8K |
| Marquette Associates, Inc. | 0.01% | No change | 129 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 125 | $8K |
| Peoples Financial Services Corp. | 0.00% | No change | 120 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | — | 125 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | — | 125 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 114 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 97 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 89 | $6K |
| ORG Partners LLC | 0.00% | No change | 80 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 64 | $4K |
| Keener Financial Planning LLC | 0.00% | No change | 70 | $4K |
| First Pacific Financial | 0.00% | New | 63 | $4K |
| McIlrath & Eck, LLC | 0.00% | Add +1375.0% | 59 | $4K |
| Concord Wealth Partners | 0.00% | No change | 41 | $3K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 40 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $3K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -55.7% | 39 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 37 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 35 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 32 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 31 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -92.9% | 21 | $1K |
| WR Wealth Planners, LLC | 0.00% | No change | 18 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 16 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 15 | $944 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -33.3% | 12 | $756 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 3 | $189 |
| Evergreen Private Wealth LLC | 0.00% | No change | 1 | $63 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.6% | 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.