Vanguard Ftse All-World Ex-UVEUETF
13F holders, Q4 2024 (December 31)1,292holders +51
76new positions
91sold out
5famous investors
$57.39avg. 13F price*
At the end of Q4 2024, 1,292 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 51 from Q3 2024. 76 opened new positions and 91 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($1.2B) and Northern Trust Corp. ($914.2M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $91.8M |
| Exits | 91 | $56.9M |
All 13F filers, Q3 2024 → Q4 2024: 16,696,512 shares bought and 22,971,986 shares sold, net −6,275,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,292 holders
| Morgan Stanley | 0.09% | Add +2.7% | 21,931,380 | $1.3B |
| Bank of America Corp. | 0.11% | Reduce -4.9% | 20,322,522 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -0.9% | 15,923,854 | $914.2M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -12.3% | 9,304,987 | $534.2M |
| PNC Financial Services Group, Inc. | 0.31% | Add +0.9% | 8,187,196 | $470.0M |
| Forvis Mazars Wealth Advisors, LLC | 8.85% | Add +3.3% | 6,687,928 | $384.0M |
| CIBC Asset Management Inc | 1.17% | No change | 6,201,713 | $356.0M |
| Raymond James Financial Inc. | 0.13% | — | 5,948,359 | $341.5M |
| UBS Group AG | 0.07% | Reduce -3.7% | 5,670,666 | $325.6M |
| CBIZ Investment Advisory Services, LLC | 15.92% | Add +9.0% | 5,556,922 | $319.0M |
| Sanders Capital, LLC | 0.44% | Reduce -61.5% | 5,273,708 | $302.8M |
| Cresset Asset Management, LLC | 1.26% | Reduce -1.9% | 4,546,333 | $261.0M |
| Janney Montgomery Scott LLC | 0.69% | Reduce -26.9% | 4,351,359 | $249.8M |
| WestEnd Advisors, LLC | 6.09% | Reduce -29.6% | 4,166,795 | $239.2M |
| Diversified Trust Co. | 5.36% | Add +0.2% | 3,831,457 | $220.0M |
| Harding Loevner LP | 1.45% | Add +269.8% | 3,737,079 | $214.5M |
| Vanguard Group Inc. | 0.00% | Add +32.8% | 3,528,479 | $202.6M |
| Summit Financial, LLC | 6.77% | Add +4.0% | 3,359,902 | $192.9M |
| Lincoln National Corp. | 5.71% | Add +4.4% | 3,093,326 | $177.6M |
| JPMorgan Chase & Co. | 0.01% | Add +6.2% | 3,013,569 | $173.0M |
| LPL Financial LLC | 0.06% | Add +6.8% | 2,608,751 | $149.8M |
| Howland Capital Management LLC | 6.43% | Reduce -0.1% | 2,555,953 | $146.7M |
| Truist Financial Corp. | 0.23% | Reduce -22.3% | 2,510,755 | $144.1M |
| HighTower Advisors, LLC | 0.20% | Add +5.5% | 2,489,615 | $142.9M |
| Baird Financial Group, Inc. | 0.27% | Add +4.0% | 2,486,425 | $142.7M |
| Cerity Partners LLC | 0.29% | Add +4.0% | 2,353,732 | $135.1M |
| Jones Financial Companies LLLP | 0.13% | Add +6.2% | 2,328,337 | $133.7M |
| Stifel Financial Corp. | 0.13% | Add +4.3% | 2,212,647 | $127.0M |
| Victory Capital Management Inc. | 0.12% | Reduce -20.5% | 2,110,853 | $121.2M |
| Strid Group, LLC | 18.72% | Add +1.7% | 2,089,258 | $119.9M |
| Osborne Partners Capital Management, LLC | 6.83% | Add +2.1% | 2,056,348 | $118.1M |
| Wells Fargo & Company | 0.03% | Add +8.5% | 2,025,321 | $116.3M |
| Johnson Investment Counsel Inc. | 1.13% | Add +5.7% | 2,012,696 | $115.5M |
| Blair William & Co. | 0.33% | Reduce -6.2% | 1,958,504 | $112.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.4% | 1,899,106 | $109.0M |
| Royal Bank of Canada | 0.02% | Reduce -5.9% | 1,891,590 | $108.6M |
| Captrust Financial Advisors | 0.31% | Add +2.2% | 1,883,036 | $108.1M |
| Allspring Global Investments Holdings, LLC | 0.17% | Reduce -1.3% | 1,833,241 | $104.9M |
| Kestra Investment Management, LLC | 4.06% | Add +10.0% | 1,801,697 | $103.4M |
| Rockefeller Capital Management L.P. | 0.23% | Reduce -1.4% | 1,572,155 | $90.3M |
| Voya Financial Advisors, Inc. | 9.26% | Add +4.8% | 1,482,531 | $85.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.3% | 1,482,528 | $85.1M |
| Corient Private Wealth LP | 0.14% | Reduce -3.3% | 1,510,553 | $82.0M |
| Brown Advisory Inc. | 0.10% | Reduce -14.5% | 1,395,003 | $80.1M |
| Laird Norton Wetherby Trust Company, LLC | 10.57% | Add +2.1% | 1,346,072 | $77.3M |
| Jane Street Group, LLC | 0.12% | Add +242.0% | 1,337,283 | $76.8M |
| US Bancorp \de | 0.10% | Reduce -2.0% | 1,281,828 | $73.6M |
| Creative Planning | 0.07% | Reduce -2.3% | 1,195,190 | $68.6M |
| MML Investors Services, LLC | 0.23% | Add +7.2% | 1,165,649 | $66.9M |
| BlackRock, Inc. | 0.00% | Add +7855.7% | 1,142,195 | $65.6M |
| United Services Automobile Association | 2.10% | Reduce -0.5% | 1,122,297 | $64.4M |
| Cetera Investment Advisers | 0.13% | Reduce -1.3% | 1,090,286 | $62.6M |
| Wealthcare Capital Management LLC | 6.26% | Add +3.1% | 1,081,631 | $62.1M |
| Euclidean Capital LLC | 7.90% | Add +99.7% | 1,013,434 | $58.2M |
| Wealthspire Advisors, LLC | 0.57% | Add +6.9% | 996,479 | $57.2M |
| HB Wealth Management, LLC | 0.58% | Reduce -0.3% | 988,722 | $56.8M |
| Glassman Wealth Services | 9.51% | Add +7.5% | 984,704 | $56.5M |
| Efficient Advisors, LLC | 3.46% | Add +6.4% | 934,682 | $53.7M |
| Wharton Business Group, LLC | 2.31% | Reduce -0.2% | 893,227 | $51.3M |
| Pinnacle Associates Ltd. | 0.69% | Add +6.3% | 887,369 | $50.9M |
| Patriot Investment Management Group, Inc. | 3.68% | Add +2.4% | 857,391 | $49.2M |
| Moneta Group Investment Advisors LLC | 0.68% | Reduce -0.7% | 845,635 | $48.5M |
| Bridges Investment Management Inc. | 0.68% | Reduce -0.1% | 842,526 | $48.4M |
| Assetmark, Inc. | 0.13% | Reduce -25.6% | 835,225 | $48.0M |
| NewSquare Capital LLC | 3.69% | Add +4.9% | 825,634 | $46.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.2% | 798,695 | $45.9M |
| Nicholas Hoffman & Company, LLC. | 1.82% | Add +0.6% | 791,210 | $45.4M |
| Osaic Holdings, Inc. | 0.10% | Add +35.9% | 780,881 | $44.8M |
| Nisa Investment Advisors, LLC | 0.17% | No change | 769,800 | $44.2M |
| Cwm, LLC | 0.18% | Add +55.6% | 766,774 | $44.0M |
| Means Investment Co., Inc. | 4.55% | Add +6.2% | 761,823 | $43.7M |
| St. Louis Trust Co | 6.21% | Add +0.7% | 756,517 | $43.4M |
| DT Investment Partners, LLC | 3.63% | Reduce -0.2% | 746,571 | $42.9M |
| Compton Wealth Advisory Group, LLC | 10.81% | Reduce -2.1% | 729,386 | $41.9M |
| Standpoint Asset Management, LLC | 8.05% | No change | 727,300 | $41.8M |
| Flower City Capital | 24.31% | Add +0.3% | 692,296 | $39.7M |
| Verus Financial Partners, Inc. | 4.30% | Reduce -2.2% | 676,428 | $38.3M |
| Fort Washington Investment Advisors Inc. | 0.23% | Add +33.8% | 656,782 | $37.7M |
| Cardinal Point Capital Management ULC | 5.86% | Add +6.8% | 642,829 | $36.9M |
| First Horizon Advisors, Inc. | 1.02% | Add +0.3% | 633,779 | $36.4M |
| Charter Oak Capital Management, LLC | 3.29% | Reduce -3.9% | 615,902 | $35.4M |
| Blankinship & Foster, LLC | 8.63% | Add +1.0% | 611,209 | $35.1M |
| BIP Wealth, LLC | 2.35% | Add +5.8% | 610,866 | $35.1M |
| Mather Group, Llc. | 0.45% | Add +8.2% | 597,905 | $34.3M |
| Pasadena Private Wealth, LLC | 7.02% | Reduce -5.6% | 595,017 | $34.2M |
| Savant Capital, LLC | 0.26% | Reduce -11.0% | 575,470 | $33.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.0% | 574,583 | $33.0M |
| MilWealth Group LLC | 8.96% | Add +1.4% | 571,742 | $32.8M |
| Cullen/Frost Bankers, Inc. | 0.44% | Add +3.3% | 561,937 | $32.3M |
| Valmark Advisers, Inc. | 0.50% | Add +1.9% | 559,829 | $32.1M |
| Buckingham Capital Management, Inc. | 3.66% | Add +0.8% | 556,242 | $31.9M |
| Accredited Investors Inc. | 1.87% | Reduce -57.3% | 555,152 | $31.9M |
| Davis R M Inc. | 0.62% | Reduce -1.4% | 552,908 | $31.7M |
| Bailard, Inc. | 0.81% | Add +4.4% | 552,812 | $31.7M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -3.2% | 552,093 | $31.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +5.5% | 530,845 | $30.5M |
| Sage Financial Group Inc. | 2.45% | Add +8.0% | 529,697 | $30.4M |
| 5th Street Advisors, LLC | 15.09% | Add +0.5% | 505,438 | $29.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.51% | Add +2.0% | 492,644 | $28.3M |
| Caprock Group, LLC | 0.90% | Reduce -7.5% | 479,176 | $27.5M |
| Cornerstone Advisors Asset Management, LLC | 5.80% | Add +8.4% | 467,546 | $26.8M |
| Sentinel Trust Co. Lba | 3.04% | Add +31.3% | 461,502 | $26.5M |
| Bank of Montreal | 0.01% | Add +4.5% | 458,447 | $26.3M |
| Fifth Third Bancorp | 0.09% | Reduce -0.6% | 455,936 | $26.2M |
| Focus Partners Wealth | 0.07% | Add +10.4% | 455,210 | $26.1M |
| Wrenne Financial Planning LLC | 14.85% | Add +18.4% | 454,642 | $26.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 443,956 | $25.5M |
| Albion Financial Group | 1.74% | Reduce -1.1% | 443,638 | $25.5M |
| Luminvest Wealth Management LLC | 9.89% | Reduce -1.0% | 426,823 | $24.5M |
| Roble, Belko & Company, Inc | 3.84% | Reduce -0.3% | 421,013 | $24.2M |
| Sage Financial Management Group, Inc. | 8.94% | Add +18.5% | 420,298 | $24.1M |
| Avior Wealth Management, LLC | 0.87% | Add +2.3% | 413,392 | $23.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +11.9% | 413,322 | $23.7M |
| Bluestem Financial Advisors, LLC | 11.09% | Add +4.6% | 410,443 | $23.6M |
| Granby Capital Management, LLC | 12.13% | Add +58.1% | 408,000 | $23.4M |
| Greenleaf Trust | 0.21% | Reduce -1.1% | 404,491 | $23.2M |
| Oppenheimer Asset Management Inc. | 0.28% | New | 403,807 | $23.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.14% | Add +3.9% | 398,208 | $22.9M |
| Citizens Financial Group Inc. | 0.44% | Add +0.4% | 396,644 | $22.8M |
| FC Advisory LLC | 7.60% | Add +3.3% | 395,124 | $22.7M |
| Somnio Financial Group, LLC | 17.74% | Add +6.5% | 386,293 | $22.2M |
| Bessemer Group Inc. | 0.04% | Reduce -4.3% | 375,675 | $21.6M |
| Agf Management Ltd. | 0.11% | Reduce -2.4% | 372,655 | $21.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +47.0% | 371,420 | $21.3M |
| Citigroup Inc. | 0.02% | Add +40.8% | 367,178 | $21.1M |
| Wealthcare Advisory Partners LLC | 0.58% | Add +0.6% | 363,276 | $20.9M |
| Newton One Investments LLC | 8.00% | Add +10.8% | 361,315 | $20.7M |
| Van Cleef Asset Management,Inc | 2.27% | Add +0.5% | 361,235 | $20.7M |
| Stratos Investment Management, LLC | 1.24% | Reduce -14.3% | 359,751 | $20.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +5.3% | 357,057 | $20.5M |
| Whittier Trust Co. | 0.26% | Add +9.7% | 346,413 | $19.9M |
| Optas, LLC | 4.01% | Add +1.1% | 324,375 | $18.6M |
| Aspiriant, LLC | 0.67% | Reduce -0.8% | 321,872 | $18.5M |
| Zions Bancorporation, N.A. | 1.15% | Add +378.7% | 316,842 | $18.2M |
| Telos Capital Management, Inc. | 1.91% | Add +4.7% | 312,352 | $17.9M |
| Topsail Wealth Management, LLC | 3.79% | — | 309,269 | $17.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -30.3% | 309,012 | $17.7M |
| Pathstone Holdings, LLC | 0.08% | Add +46.2% | 305,371 | $17.5M |
| Empower Advisory Group, LLC | 0.06% | Reduce -0.9% | 305,321 | $17.5M |
| Tolleson Wealth Management, Inc. | 3.55% | Add +0.4% | 301,496 | $17.3M |
| Allworth Financial LP | 0.09% | Add +1180.0% | 284,393 | $16.7M |
| ETF Portfolio Partners, Inc. | 4.89% | Add +52.3% | 283,856 | $16.3M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -22.2% | 282,961 | $16.2M |
| Sollinda Capital Management LLC | 4.43% | Reduce -1.9% | 280,666 | $16.1M |
| Lido Advisors, LLC | 0.10% | Reduce -3.9% | 278,731 | $16.0M |
| Boston Standard Wealth Management, LLC | 3.09% | Add +1.3% | 277,407 | $15.9M |
| TL Private Wealth | 6.98% | Add +2.6% | 271,066 | $15.6M |
| River Wealth Advisors LLC | 1.98% | Reduce -4.3% | 260,025 | $14.9M |
| Mb, Levis & Associates, LLC | 7.41% | Add +1.5% | 257,911 | $14.8M |
| Ballast, Inc. | 4.22% | Add +5.0% | 257,103 | $14.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.29% | Reduce -0.4% | 257,029 | $14.8M |
| Define Financial, LLC | 11.07% | — | 255,368 | $14.7M |
| BLB&B Advisors, LLC | 0.75% | Add +9.1% | 254,782 | $14.6M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -0.2% | 254,631 | $14.6M |
| Badgley Phelps Wealth Managers, LLC | 0.34% | Add +57.4% | 253,965 | $14.6M |
| Trust Point Inc. | 1.01% | Add +767.9% | 253,027 | $14.5M |
| TrueWealth Financial Partners | 8.93% | Add +0.5% | 250,715 | $14.4M |
| Stephens Inc. | 0.20% | Add +0.3% | 249,193 | $14.3M |
| &partners | 0.17% | Add +24.1% | 247,512 | $14.2M |
| Natixis Advisors, LLC | 0.03% | Add +7.3% | 246,469 | $14.2M |
| Beacon Wealthcare LLC | 5.70% | Add +1.5% | 244,666 | $14.0M |
| Chesley Taft & Associates LLC | 0.65% | Reduce -0.3% | 242,259 | $13.9M |
| SouthState Bank Corp | 0.91% | Reduce -7.1% | 241,903 | $13.9M |
| Firestone Capital Management | 3.44% | Reduce -4.2% | 241,332 | $13.9M |
| Five Pine Wealth Management | 11.56% | — | 238,823 | $13.7M |
| Clear Harbor Asset Management, LLC | 1.10% | Add +4.7% | 238,548 | $13.7M |
| Main Management LLC | 1.10% | Add +10.5% | 233,886 | $13.4M |
| Berkshire Asset Management LLC | 0.62% | Add +7.6% | 220,420 | $13.1M |
| AllGen Financial Advisors, Inc. | 4.37% | Reduce -15.6% | 226,848 | $13.0M |
| JMG Financial Group, Ltd. | 0.44% | Add +0.5% | 225,690 | $13.0M |
| Coldstream Capital Management Inc. | 0.27% | Reduce -0.8% | 224,344 | $12.9M |
| Mariner, LLC | 0.02% | Add +15.1% | 224,325 | $12.9M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +1.7% | 224,314 | $12.9M |
| Journey Beyond Wealth, LLC | 12.02% | — | 222,698 | $12.8M |
| Ballentine Partners, LLC | 0.22% | Reduce -0.9% | 220,099 | $12.6M |
| Callan Capital, LLC | 0.92% | Reduce -18.9% | 220,003 | $12.6M |
| Triune Financial Partners, LLC | 3.90% | Add +1.4% | 215,807 | $12.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.35% | Add +33.7% | 215,604 | $12.4M |
| Comerica Bank | 0.05% | Add +3.5% | 213,936 | $12.3M |
| Valley Financial Group, Inc. | 8.44% | Add +5.1% | 211,452 | $12.1M |
| Astoria Strategic Wealth, Inc. | 3.57% | Add +0.9% | 209,071 | $12.0M |
| DAVENPORT & Co LLC | 0.07% | Reduce -3.5% | 206,926 | $11.9M |
| Woodmont Investment Counsel LLC | 0.87% | Reduce -6.7% | 205,391 | $11.8M |
| Scissortail Wealth Management, LLC | 3.00% | Add +46489.3% | 204,061 | $11.7M |
| Hillcrest Wealth Advisors - NY, LLC | 5.48% | Reduce -1.0% | 200,804 | $11.5M |
| Madison Asset Management, LLC | 0.13% | Add +5.0% | 199,205 | $11.4M |
| Madison Investment Advisors, LLC | 0.13% | — | 199,205 | $11.4M |
| Karpus Management, Inc. | 0.34% | Add +142.0% | 198,928 | $11.4M |
| Independent Advisor Alliance | 0.15% | New | 198,113 | $11.4M |
| Associated Banc-Corp | 0.34% | Add +6.3% | 198,093 | $11.4M |
| Dakota Wealth Management | 0.26% | Add +4.1% | 197,784 | $11.4M |
| Country Club Bank | 0.75% | Add +2.0% | 195,510 | $11.2M |
| Evergreen Capital Management LLC | 0.36% | Add +1.2% | 195,266 | $11.2M |
| Avalon Advisory Group | 5.01% | Add +3.7% | 190,987 | $11.0M |
| Compass Planning Associates Inc | 11.02% | — | 189,109 | $10.9M |
| Clearstead Advisors, LLC | 0.16% | Reduce -2.0% | 186,170 | $10.7M |
| City of London Investment Management Co. Ltd. | 1.05% | Add +302.9% | 184,130 | $10.6M |
| Waverly Advisors, LLC | 0.16% | Add +24.9% | 183,509 | $10.5M |
| CKW Financial Group | 1.29% | Reduce -0.9% | 182,987 | $10.5M |
| AMG National Trust Bank | 0.28% | Add +0.4% | 179,836 | $10.3M |
| Atria Investments, Inc | 0.13% | Add +34.6% | 179,832 | $10.3M |
| Coston, McIsaac & Partners | 3.06% | Add +12.0% | 179,608 | $10.3M |
| MAI Capital Management | 0.08% | Add +21.0% | 178,457 | $10.2M |
| Ifrah Financial Services, Inc. | 2.83% | Add +1.9% | 178,394 | $10.2M |
| Performa Ltd (US), LLC | 3.59% | Add +7.3% | 177,379 | $10.2M |
| FMR LLC | 0.00% | Add +12.5% | 176,302 | $10.1M |
| D.A. Davidson & Co. | 0.08% | Add +2.4% | 175,954 | $10.1M |
| WASHINGTON TRUST Co | 0.36% | Add +7.2% | 174,276 | $10.0M |
| Seeds Investor LLC | 2.78% | Add +1.3% | 170,033 | $9.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +24.0% | 167,362 | $9.6M |
| Heritage Investors Management Corp. | 0.31% | Reduce -1.1% | 167,301 | $9.6M |
| Archer Investment Management, LLC | 5.88% | — | 166,331 | $9.5M |
| M&T Bank Corp | 0.03% | Add +2.7% | 165,157 | $9.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +2.0% | 162,750 | $9.3M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Add +0.1% | 162,692 | $9.3M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +4.5% | 160,881 | $9.2M |
| NewEdge Advisors, LLC | 0.06% | Add +7.8% | 160,061 | $9.2M |
| United Capital Financial Advisors, LLC | 0.08% | Add +2.9% | 157,526 | $9.0M |
| VSM Wealth Advisory, LLC | 3.20% | — | 156,179 | $9.0M |
| Joel Isaacson & Co., LLC | 0.40% | Add +17.0% | 154,710 | $8.9M |
| Lake Street Advisors Group, LLC | 0.41% | Reduce -0.9% | 154,235 | $8.9M |
| VERITY Wealth Advisors | 6.38% | Reduce 0.0% | 153,907 | $8.8M |
| Dunhill Financial, LLC | 4.11% | Add +16.6% | 153,876 | $8.8M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +8.0% | 152,968 | $8.8M |
| Avion Wealth | 2.24% | Add +745.1% | 151,769 | $8.7M |
| Cherry Tree Wealth Management, LLC | 2.09% | Reduce -0.7% | 146,997 | $8.4M |
| Axis Capital Holdings Ltd. | 3.63% | No change | 146,362 | $8.4M |
| Beaird Harris Wealth Management, LLC | 0.73% | Add +2.7% | 146,317 | $8.4M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -9.1% | 146,248 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -9.6% | 139,334 | $8.4M |
| Monterey Private Wealth, Inc. | 2.73% | Add +0.1% | 144,268 | $8.3M |
| Manchester Capital Management LLC | 0.95% | Add +4.6% | 142,647 | $8.2M |
| Wesbanco Bank Inc. | 0.28% | Add +105.3% | 142,132 | $8.2M |
| Chatham Capital Group, Inc. | 1.33% | Reduce -0.7% | 140,855 | $8.1M |
| Balanced Wealth Group LLC | 3.59% | Add +3.0% | 134,830 | $8.0M |
| Pinnacle Financial Group, LLC / IL | 3.11% | Add +4.8% | 138,435 | $7.9M |
| Principia Wealth Advisory, LLC | 7.35% | — | 136,233 | $7.8M |
| Archvest Wealth Advisors, Inc. | 5.67% | Reduce -62.8% | 136,145 | $7.8M |
| NewEdge Wealth, LLC | 0.13% | Reduce -5.0% | 135,252 | $7.8M |
| Columbia River Financial Group, LLC | 5.26% | — | 133,373 | $7.7M |
| Phillips Financial Management, LLC | 0.59% | Reduce -12.0% | 131,524 | $7.6M |
| Benchmark Wealth Management, LLC | 3.68% | Add +4.9% | 130,372 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.33% | Reduce -4.1% | 127,728 | $7.3M |
| Integrated Wealth Concepts LLC | 0.08% | Add +1.5% | 127,221 | $7.3M |
| OLIO Financial Planning | 2.54% | Add +32.7% | 125,986 | $7.2M |
| MorganRosel Wealth Management, LLC | 2.36% | Reduce -0.1% | 125,058 | $7.2M |
| Curi Capital, LLC | 0.17% | Reduce -0.6% | 124,595 | $7.2M |
| Cary Street Partners Financial LLC | 0.23% | — | 124,258 | $7.1M |
| Stonebridge Capital Advisors LLC | 0.57% | Add +2.5% | 122,586 | $7.0M |
| F/m Investments LLC | 0.26% | Add +16.3% | 122,151 | $7.0M |
| Lam Group, Inc. | 4.99% | No change | 121,907 | $7.0M |
| Berkeley Capital Partners, LLC | 1.94% | Add +0.6% | 121,765 | $7.0M |
| Kraft, Davis & Associates, LLC | 1.96% | Add +7.8% | 113,745 | $6.9M |
| SCS Capital Management LLC | 0.14% | Add +0.2% | 117,173 | $6.7M |
| PDS Planning, Inc | 0.60% | Add +0.7% | 116,931 | $6.7M |
| Financial Management Professionals, Inc. | 0.85% | Add +4.5% | 116,850 | $6.7M |
| Capital Investment Advisory Services, LLC | 0.64% | Reduce -3.2% | 116,122 | $6.7M |
| Bahl & Gaynor LLC | 0.04% | Reduce -5.5% | 115,614 | $6.6M |
| TrinityPoint Wealth, LLC | 0.93% | Reduce -22.9% | 115,446 | $6.6M |
| Fiduciary Trust Co | 0.09% | Reduce -0.2% | 114,241 | $6.6M |
| Lodestar Private Asset Management LLC | 0.81% | Add +4.0% | 113,375 | $6.5M |
| Balentine LLC | 0.26% | Reduce -3.9% | 112,037 | $6.4M |
| Spinnaker Trust | 0.41% | Reduce -2.3% | 111,979 | $6.4M |
| Ti-Trust, Inc. | 4.27% | Add +2.3% | 110,990 | $6.4M |
| Perigon Wealth Management, LLC | 0.16% | Add +2.9% | 110,370 | $6.4M |
| Idaho Trust Co | 3.18% | Add +6.0% | 110,020 | $6.3M |
| Twin Focus Capital Partners, LLC | 0.93% | No change | 109,869 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.7% | 109,712 | $6.3M |
| Hughes Financial Services, LLC | 1.29% | — | 109,144 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +5.6% | 107,225 | $6.2M |
| QRG Capital Management, Inc. | 0.06% | Add +12.9% | 106,499 | $6.1M |
| Freestone Capital Holdings, LLC | 0.21% | Reduce -4.9% | 105,872 | $6.1M |
| Liberty Wealth Management LLC | 1.01% | Add +3.5% | 105,797 | $6.1M |
| Allegiance Financial Group Advisory Services LLC | 1.96% | Reduce -0.8% | 105,460 | $6.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -9.3% | 105,307 | $6.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -16.8% | 104,481 | $6.0M |
| Wade Financial Advisory, Inc | 2.04% | Reduce -0.4% | 104,764 | $6.0M |
| Nwam LLC | 0.37% | Reduce -1.2% | 104,442 | $6.0M |
| WBH Advisory Inc. | 0.55% | Reduce -2.3% | 102,830 | $5.9M |
| Next Level Wealth Planning, LLC | 4.60% | — | 101,818 | $5.8M |
| Commerce Bank | 0.04% | Add +9.0% | 101,507 | $5.8M |
| Agate Pass Investment Management, LLC | 2.63% | Reduce -10.0% | 101,500 | $5.8M |
| Fee-Only Financial Planning, L.C. | 3.75% | Reduce -3.1% | 101,253 | $5.8M |
| Welch & Forbes LLC | 0.07% | Reduce -1.8% | 100,245 | $5.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.2% | 98,316 | $5.6M |
| Richard P Slaughter Associates Inc | 1.26% | Reduce -3.0% | 97,666 | $5.6M |
| Hall Capital Management Co. Inc. | 2.59% | — | 96,676 | $5.6M |
| Breakwater Investment Management | 2.35% | Reduce -5.1% | 96,403 | $5.5M |
| Trust Co. of Vermont | 0.27% | Add +3.6% | 96,240 | $5.5M |
| Industrial Alliance Investment Management Inc. | 4.28% | Reduce -77.0% | 95,873 | $5.5M |
| First PREMIER Bank | 1.39% | Reduce -4.1% | 94,749 | $5.4M |
| IFP Advisors, Inc | 0.18% | Add +49.5% | 93,600 | $5.4M |
| North Star Asset Management Inc. | 0.24% | Reduce -1.5% | 92,692 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Add +13.3% | 92,156 | $5.3M |
| NorthCoast Asset Management LLC | 0.03% | Add +4.1% | 88,750 | $5.1M |
| MeadowBrook Investment Advisors LLC | 4.58% | Add +0.6% | 88,498 | $5.1M |
| Transcend Capital Advisors, LLC | 0.37% | Reduce -26.2% | 88,183 | $5.1M |
| Wealthspire Retirement, LLC | 0.40% | Reduce -0.5% | 87,965 | $5.1M |
| M Financial Asset Management, Inc. | 23.93% | Reduce -23.0% | 85,644 | $4.9M |
| IMA Advisory Services, Inc. | 0.59% | New | 86,314 | $4.9M |
| Evercore Wealth Management, LLC | 0.07% | Reduce -1.3% | 85,673 | $4.9M |
| Integrated Advisors Network LLC | 0.23% | Reduce -0.3% | 82,746 | $4.8M |
| Simon Quick Advisors, LLC | 0.28% | Add +0.1% | 82,652 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -7.7% | 81,318 | $4.7M |
| Capital International Investors | 0.00% | Add +631.3% | 80,635 | $4.6M |
| Ritholtz Wealth Management | 0.13% | Add +4.0% | 79,310 | $4.6M |
| Compass Ion Advisors, LLC | 0.54% | Reduce -1.5% | 79,025 | $4.5M |
| Pure Financial Advisors, LLC | 0.10% | Add +2.5% | 78,608 | $4.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 76,777 | $4.4M |
| Advocate Group LLC | 0.83% | Add +12.6% | 76,751 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.73% | Reduce -3.1% | 76,055 | $4.4M |
| Barrett & Company, Inc. | 1.83% | Add +1.6% | 75,575 | $4.3M |
| GFS Advisors, LLC | 0.66% | Add +0.5% | 75,514 | $4.3M |
| Sapient Capital LLC | 0.08% | Add +7.9% | 75,139 | $4.3M |
| Addis & Hill, Inc | 3.12% | Add +2.6% | 73,444 | $4.2M |
| Black Diamond Financial, LLC | 0.63% | Reduce -1.2% | 73,311 | $4.2M |
| Bluespring Wealth Management, LLC | 0.43% | Reduce -13.3% | 73,020 | $4.2M |
| Advisor OS, LLC | 0.48% | Add +73.6% | 72,152 | $4.1M |
| Upper Left Wealth Management, LLC | 3.53% | Reduce -0.9% | 71,807 | $4.1M |
| Kiley Juergens Wealth Management, LLC | 1.03% | Add +5.8% | 71,365 | $4.1M |
| Portland Global Advisors LLC | 0.52% | No change | 71,273 | $4.1M |
| Alta Advisers Ltd | 2.58% | Reduce -68.4% | 71,034 | $4.1M |
| PFG Advisors | 0.25% | Add +22.2% | 70,293 | $4.0M |
| Graves Light Lenhart Wealth, Inc. | 0.50% | Add +0.1% | 70,156 | $4.0M |
| Cadence Wealth Management LLC | 2.65% | Reduce -2.1% | 69,805 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +15.2% | 69,129 | $4.0M |
| Connecticut Wealth Management, LLC | 0.19% | Add +205.9% | 82,065 | $3.9M |
| One Capital Management, LLC | 0.13% | Reduce -1.3% | 68,346 | $3.9M |
| CGN Advisors LLC | 0.38% | Reduce -4.9% | 68,135 | $3.9M |
| CW Advisors, LLC | 0.05% | Add +8.4% | 68,064 | $3.9M |
| HSBC Holdings PLC | 0.00% | Reduce -38.6% | 68,014 | $3.9M |
| Wealthcare Capital Partners, LLC | 2.00% | — | 66,907 | $3.8M |
| Lansing Street Advisors | 1.34% | Reduce -5.1% | 66,787 | $3.8M |
| BBR Partners, LLC | 0.27% | New | 66,511 | $3.8M |
| Sawgrass Asset Management LLC | 0.42% | Reduce -1.3% | 65,946 | $3.8M |
| Facet Wealth, Inc. | 0.10% | Reduce -6.4% | 63,278 | $3.8M |
| Schroder Investment Management Group | 0.00% | No change | 65,800 | $3.8M |
| SOL Capital Management CO | 0.42% | Reduce -2.2% | 65,690 | $3.8M |
| Disciplined Investors, L.L.C. | 3.59% | — | 65,854 | $3.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.18% | Add +0.2% | 64,674 | $3.7M |
| Tiaa Trust, National Association | 0.01% | Add +0.1% | 64,624 | $3.7M |
| Foundation Wealth Management, LLC\PA | 1.80% | — | 64,595 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.5% | 64,049 | $3.7M |
| Wedmont Private Capital | 0.19% | Add +74.9% | 64,176 | $3.6M |
| Pine Valley Investments Ltd Liability Co | 0.24% | Add +49.4% | 63,052 | $3.6M |
| Betterment LLC | 0.01% | Reduce -21.1% | 62,978 | $3.6M |
| Northeast Investment Management | 0.16% | Reduce -0.3% | 62,889 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.6% | 62,493 | $3.6M |
| 3Chopt Investment Partners, LLC | 1.23% | Add +5.5% | 62,372 | $3.6M |
| Algorithmic Investment Models, LLC | 2.72% | Add +4.0% | 61,559 | $3.5M |
| Wilson & Boucher Capital Management, LLC | 2.45% | Add +0.3% | 60,288 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Add +1.8% | 59,002 | $3.4M |
| Kingsview Wealth Management, LLC | 0.07% | Add +37.6% | 58,757 | $3.4M |
| Coastline Trust Co | 0.39% | Reduce -2.3% | 58,500 | $3.4M |
| Clark Asset Management, LLC | 0.63% | Add +15.1% | 58,474 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +1.8% | 57,966 | $3.3M |
| JNBA Financial Advisors | 0.34% | Reduce -0.6% | 57,337 | $3.3M |
| TD Private Client Wealth LLC | 0.09% | Add +0.9% | 57,179 | $3.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.05% | Add +2.6% | 57,102 | $3.3M |
| Dorsey & Whitney Trust CO LLC | 0.18% | New | 56,952 | $3.3M |
| Fiduciary Financial Group, LLC | 0.71% | Add +15.3% | 57,377 | $3.3M |
| Fiduciary Advisors, Inc. | 3.25% | — | 56,282 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +30.8% | 56,014 | $3.2M |
| Elm Partners Management LLC | 0.22% | No change | 55,912 | $3.2M |
| Altura Wealth Advisors Inc. | 2.36% | Reduce -13.4% | 55,682 | $3.2M |
| Belpointe Asset Management LLC | 0.19% | Reduce -0.1% | 50,745 | $3.1M |
| Security Financial Services, INC. | 0.63% | Add +0.2% | 54,016 | $3.1M |
| Professional Financial Advisors, LLC | 0.79% | Add +0.6% | 53,694 | $3.1M |
| Aufman Associates Inc | 2.07% | Add +0.9% | 53,293 | $3.1M |
| Lumbard & Kellner, LLC | 1.31% | Reduce -0.4% | 52,989 | $3.0M |
| Financial Advisory Corp | 0.53% | — | 52,914 | $3.0M |
| Values Added Financial LLC | 1.75% | No change | 52,546 | $3.0M |
| Westwood Holdings Group Inc. | 0.02% | No change | 52,349 | $3.0M |
| Sage Mountain Advisors LLC | 0.22% | Add +8.4% | 51,887 | $3.0M |
| DF Dent & Co. Inc. | 0.04% | No change | 51,522 | $3.0M |
| Wolf Group Capital Advisors | 1.42% | No change | 53,957 | $2.9M |
| Prospera Capital Management, LLC | 2.14% | — | 50,944 | $2.9M |
| NYL Investors LLC | 0.27% | Add +7.0% | 50,800 | $2.9M |
| Flputnam Investment Management Co. | 0.05% | Reduce -11.2% | 50,568 | $2.9M |
| Parsons Capital Management Inc. | 0.16% | Reduce -8.4% | 50,112 | $2.9M |
| Turtle Creek Wealth Advisors, LLC | 0.66% | Reduce -1.0% | 49,796 | $2.9M |
| Synergy Asset Management, LLC | 0.22% | Add +123.8% | 47,594 | $2.8M |
| Newman Dignan & Sheerar, Inc. | 0.73% | New | 49,391 | $2.8M |
| Northeast Financial Consultants Inc | 0.12% | Add +0.6% | 49,154 | $2.8M |
| Stokes Family Office, LLC | 0.30% | Reduce -1.3% | 49,087 | $2.8M |
| Jmac Enterprises LLC | 0.44% | Add +1.1% | 49,063 | $2.8M |
| Family Wealth Partners, LLC | 1.33% | Add +1.4% | 48,869 | $2.8M |
| Bank of New Hampshire | 0.72% | Reduce -4.1% | 48,790 | $2.8M |
| Sigma Planning Corp | 0.09% | Add +0.9% | 48,566 | $2.8M |
| Providence First Trust Co | 1.04% | Reduce -1.0% | 48,039 | $2.8M |
| TBH Global Asset Management, LLC | 0.63% | Reduce -1.1% | 46,446 | $2.7M |
| Strategic Financial Concepts, LLC | 0.51% | New | 46,219 | $2.7M |
| Sei Investments Co. | 0.00% | New | 46,199 | $2.7M |
| Fiducient Advisors LLC | 0.33% | Add +2.7% | 46,148 | $2.6M |
| Tortoise Investment Management, LLC | 0.28% | Reduce -2.0% | 45,563 | $2.6M |
| Trevian Wealth Management LLC | 1.93% | Reduce -3.5% | 45,472 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -3.8% | 45,353 | $2.6M |
| Keybank National Association | 0.01% | Reduce -3.2% | 45,080 | $2.6M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +2.0% | 44,593 | $2.6M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -6.7% | 44,551 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.38% | Add +0.4% | 44,429 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Add +3.1% | 44,371 | $2.5M |
| Howe & Rusling Inc. | 0.22% | Reduce -1.0% | 44,255 | $2.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.97% | Reduce -0.5% | 44,134 | $2.5M |
| DHK Financial Advisors, Inc. | 1.52% | Add +0.0% | 43,731 | $2.5M |
| Meridian Wealth Partners, LLC | 0.38% | Reduce -2.5% | 43,702 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -21.5% | 42,541 | $2.4M |
| Spire Wealth Management | 0.08% | Add +8.4% | 42,137 | $2.4M |
| AlTi Global, Inc. | 0.06% | Add +0.0% | 42,013 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.3% | 41,916 | $2.4M |
| Choreo, LLC | 0.03% | Add +120.3% | 41,913 | $2.4M |
| Bleakley Financial Group, LLC | 0.07% | Add +1.5% | 41,679 | $2.4M |
| Northstar Group, Inc. | 0.42% | Add +1.2% | 41,538 | $2.4M |
| SWP Financial LLC | 1.43% | Reduce -0.0% | 41,271 | $2.4M |
| Journey Advisory Group, LLC | 0.28% | No change | 39,961 | $2.3M |
| Ramiah Investment Group | 2.13% | Add +15.5% | 40,655 | $2.3M |
| Renaissance Technologies | 0.00% | New | 40,600 | $2.3M |
| Factor Wealth Management LTD | 0.77% | — | 40,369 | $2.3M |
| Fairhaven Wealth Management, LLC | 0.72% | No change | 40,156 | $2.3M |
| Klingman & Associates, LLC | 0.15% | Add +27.5% | 40,137 | $2.3M |
| RBF Capital, LLC | 0.12% | Reduce -11.1% | 40,000 | $2.3M |
| Continental Investors Services, Inc. | 4.55% | Add +1.1% | 39,973 | $2.3M |
| Carret Asset Management, LLC | 0.25% | Reduce -44.3% | 39,853 | $2.3M |
| Burling Wealth Partners, LLC | 0.46% | — | 39,016 | $2.2M |
| Gibson Wealth Advisors LLC | 1.85% | Reduce -0.2% | 38,985 | $2.2M |
| Post Resch Tallon Group Inc. | 2.16% | — | 39,063 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.31% | Reduce -0.9% | 38,487 | $2.2M |
| Raffa Wealth Management, LLC | 0.51% | Add +3.8% | 38,314 | $2.2M |
| Anderson Hoagland & Co. | 0.23% | Reduce -3.1% | 37,872 | $2.2M |
| Atlas Capital Advisors Inc. | 0.28% | Add +8.9% | 37,959 | $2.2M |
| CORDA Investment Management, LLC. | 0.17% | Add +32.8% | 37,821 | $2.2M |
| Insigneo Advisory Services, LLC | 0.22% | Reduce -5.3% | 37,703 | $2.2M |
| Gotham Asset Management | 0.02% | No change | 37,701 | $2.2M |
| Shepherd Financial Partners LLC | 0.26% | New | 37,309 | $2.1M |
| Daymark Wealth Partners, LLC | 0.09% | Add +17.7% | 37,118 | $2.1M |
| Beacon Investment Advisory Services, Inc. | 0.09% | Add +0.7% | 37,046 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.1% | 36,722 | $2.1M |
| Mission Wealth Management, LP | 0.05% | Reduce -3.9% | 36,666 | $2.1M |
| Hill Island Financial LLC | 0.61% | New | 36,572 | $2.1M |
| Boston Financial Mangement LLC | 0.06% | Add +3.3% | 36,467 | $2.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.12% | Add +7.3% | 36,076 | $2.1M |
| NFJ Investment Group, LLC | 0.07% | New | 35,772 | $2.1M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 35,770 | $2.1M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -3.5% | 35,641 | $2.0M |
| Beacon Bank & Trust | 0.48% | Add +5.6% | 35,602 | $2.0M |
| Falcon Wealth Planning | 0.23% | Reduce -2.2% | 35,534 | $2.0M |
| Tanglewood Wealth Management, Inc. | 0.23% | Add +0.0% | 35,473 | $2.0M |
| Cannon Advisors, Inc. | 1.73% | Add +6.2% | 35,456 | $2.0M |
| Gateway Wealth Partners, LLC | 0.53% | Add +4.5% | 35,455 | $2.0M |
| Red Mountain Financial, LLC | 2.18% | Add +5.7% | 35,243 | $2.0M |
| Truepoint, Inc. | 0.05% | Add +4.2% | 35,209 | $2.0M |
| Creekside Partners | 1.05% | Add +1.1% | 35,154 | $2.0M |
| Sightline Wealth Advisors, LLC | 1.09% | Add +0.5% | 35,090 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.0% | 35,057 | $2.0M |
| Burke & Herbert Bank & Trust Co. | 0.48% | Reduce -1.6% | 35,020 | $2.0M |
| Unconventional Investor, LLC | 1.21% | Add +1.0% | 35,002 | $2.0M |
| Webster Bank, N. A. | 0.22% | Add +2.4% | 34,873 | $2.0M |
| Myecfo, LLC | 1.08% | Reduce -0.9% | 34,803 | $2.0M |
| Cowa, LLC | 0.97% | Add +0.1% | 34,631 | $2.0M |
| Grove Street Fiduciary, LLC | 1.04% | — | 34,536 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -7.1% | 34,471 | $2.0M |
| Baker Ellis Asset Management LLC | 0.29% | No change | 34,246 | $2.0M |
| Brave Asset Management Inc. | 0.62% | Add +54.6% | 34,213 | $2.0M |
| Boltwood Capital Management | 0.59% | Reduce -0.6% | 33,649 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.10% | No change | 33,529 | $1.9M |
| Snider Financial Group | 0.59% | New | 33,284 | $1.9M |
| Carnegie Investment Counsel | 0.05% | Reduce -8.9% | 32,994 | $1.9M |
| Ironwood Financial, llc | 0.40% | Add +12.5% | 32,962 | $1.9M |
| Shoker Investment Counsel, Inc. | 0.64% | Add +0.4% | 32,827 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.25% | No change | 32,565 | $1.9M |
| Causeway Capital Management LLC | 0.04% | Add +227.0% | 32,541 | $1.9M |
| StoneX Group Inc. | 0.10% | Reduce -3.9% | 32,527 | $1.9M |
| LRI Investments, LLC | 0.18% | Add +0.3% | 32,522 | $1.9M |
| Compass Advisory Group LLC | 0.67% | Reduce -9.0% | 32,461 | $1.9M |
| Kanawha Capital Management LLC | 0.15% | Reduce -0.3% | 32,225 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Add +95.0% | 32,196 | $1.8M |
| First American Trust, FSB | 0.18% | Reduce -17.2% | 32,176 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.3% | 31,792 | $1.8M |
| Boston Family Office LLC | 0.13% | Reduce -0.1% | 31,746 | $1.8M |
| Howard Wealth Management, LLC | 0.99% | Add +7.4% | 31,724 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Add +2.1% | 31,611 | $1.8M |
| Abacus Planning Group, Inc. | 0.32% | Add +31.2% | 31,320 | $1.8M |
| S&co Inc. | 0.12% | No change | 31,256 | $1.8M |
| Grandfield & Dodd, LLC | 0.11% | Reduce -1.4% | 31,213 | $1.8M |
| Family CFO Inc | 0.99% | No change | 31,186 | $1.8M |
| Ascent Group, LLC | 0.13% | Reduce -31.4% | 31,149 | $1.8M |
| AQR Capital Management | 0.00% | Add +33.4% | 31,106 | $1.8M |
| Sage Rhino Capital LLC | 0.39% | Reduce -4.2% | 31,045 | $1.8M |
| Brighton Jones LLC | 0.05% | Add +14.6% | 31,032 | $1.8M |
| IronBridge Private Wealth, LLC | 0.65% | Reduce -67.9% | 31,023 | $1.8M |
| Minot DeBlois Advisors LLC | 1.63% | — | 30,994 | $1.8M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 30,849 | $1.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.81% | Reduce -3.5% | 30,749 | $1.8M |
| Apella Capital, LLC | 0.07% | Reduce -9.2% | 30,693 | $1.8M |
| Gilman Hill Asset Management, LLC | 0.30% | Reduce -1.5% | 30,480 | $1.7M |
| Miller Investment Management, LP | 0.19% | Reduce -0.1% | 30,455 | $1.7M |
| Smithfield Trust Co | 0.09% | Reduce -53.2% | 30,604 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.3% | 29,813 | $1.7M |
| Cardiff Park Advisors, LLC | 0.16% | Reduce -3.4% | 29,626 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +6.2% | 29,618 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -94.0% | 29,536 | $1.7M |
| Partners in Financial Planning | 0.34% | Add +12.8% | 29,330 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Add +99.1% | 29,257 | $1.7M |
| CX Institutional | 0.07% | Add +12.3% | 29,190 | $1.7M |
| Accredited Wealth Management, LLC | 1.46% | — | 29,075 | $1.7M |
| Signet Financial Management, LLC | 0.21% | Add +0.2% | 28,916 | $1.7M |
| Marcum Wealth, LLC | 0.14% | Add +190.0% | 28,895 | $1.7M |
| Centennial Bank | 0.78% | Add +40.3% | 28,866 | $1.7M |
| Sabal Trust CO | 0.10% | Reduce -0.6% | 28,850 | $1.7M |
| Quantinno Capital Management LP | 0.02% | Add +26.7% | 28,847 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.28% | Add +6.6% | 28,779 | $1.7M |
| Patten Group, Inc. | 0.37% | Add +2.4% | 28,770 | $1.7M |
| Thornburg Investment Management Inc. | 0.02% | Add +428.5% | 28,612 | $1.6M |
| Evergreen Wealth Management, LLC | 0.97% | Add +13.0% | 28,583 | $1.6M |
| Harrell Investment Partners, LLC | 0.46% | Reduce -27.2% | 28,511 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +5.4% | 28,425 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.20% | Reduce -7.2% | 28,293 | $1.6M |
| Old North State Trust, LLC | 1.03% | Add +142.2% | 28,165 | $1.6M |
| Charis Legacy Partners, LLC | 3.28% | — | 27,953 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Add +8.0% | 27,374 | $1.6M |
| Operose Advisors LLC | 0.54% | No change | 27,272 | $1.6M |
| Allen Investment Management, LLC | 0.02% | No change | 27,227 | $1.6M |
| Camelot Portfolios, LLC | 1.65% | Reduce -3.0% | 26,600 | $1.5M |
| First Merchants Corp. | 0.06% | Add +8.0% | 26,360 | $1.5M |
| First Hawaiian Bank | 0.05% | No change | 25,845 | $1.5M |
| Atlantic Private Wealth, LLC | 1.11% | Add +0.0% | 25,715 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +22.0% | 25,675 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.8% | 25,575 | $1.5M |
| Mengis Capital Management, Inc. | 0.30% | Reduce -0.1% | 25,521 | $1.5M |
| American Capital Advisory, LLC | 0.81% | Reduce -7.7% | 25,470 | $1.5M |
| Montecito Bank & Trust | 0.25% | No change | 25,366 | $1.5M |
| RS Crum Inc. | 0.36% | No change | 25,260 | $1.5M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -16.3% | 24,957 | $1.4M |
| Cambria Investment Management, L.P. | 0.09% | New | 24,887 | $1.4M |
| Empowered Funds, LLC | 0.02% | New | 24,887 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -16.4% | 24,802 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +15.8% | 24,663 | $1.4M |
| Northwest Wealth Management, LLC | 0.30% | Reduce -3.9% | 24,630 | $1.4M |
| Warner Financial, Inc. | 0.60% | Add +3.4% | 24,489 | $1.4M |
| M Holdings Securities, Inc. | 0.23% | New | 24,497 | $1.4M |
| Financial Insights, Inc. | 0.54% | Add +0.0% | 24,434 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.28% | Reduce -1.1% | 24,350 | $1.4M |
| Roundview Capital LLC | 0.10% | Add +3.0% | 24,306 | $1.4M |
| Midland Wealth Advisors, LLC | 0.08% | Add +7.5% | 24,298 | $1.4M |
| Saxon Interests, Inc. | 0.61% | Add +0.1% | 24,288 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Add +1.5% | 24,256 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -6.6% | 24,222 | $1.4M |
| Long Island Wealth Management, Inc. | 0.87% | Add +0.9% | 24,221 | $1.4M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -20.5% | 24,058 | $1.4M |
| Chapin Davis, Inc. | 0.45% | No change | 21,846 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.1% | 23,973 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -15.7% | 23,811 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +2.1% | 23,788 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -29.6% | 23,721 | $1.4M |
| Atlas Brown,Inc. | 0.46% | Reduce -0.3% | 23,631 | $1.4M |
| Slow Capital, Inc. | 0.19% | Add +1.8% | 23,587 | $1.4M |
| HM Payson & Co. | 0.02% | Add +0.7% | 23,163 | $1.3M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.3% | 23,082 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 23,050 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -7.6% | 22,792 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -13.0% | 22,559 | $1.3M |
| Composition Wealth, LLC | 0.03% | New | 22,555 | $1.3M |
| Boston Research & Management Inc. | 0.32% | Reduce -2.5% | 22,503 | $1.3M |
| Capital Wealth Alliance, LLC | 0.73% | Reduce -30.9% | 22,447 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +61.6% | 22,234 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.54% | — | 22,177 | $1.3M |
| Aries Wealth Management | 0.35% | Reduce -0.9% | 22,059 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -29.9% | 22,058 | $1.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | Reduce -8.7% | 21,881 | $1.3M |
| Appleton Partners Inc. | 0.09% | Reduce -1.5% | 21,785 | $1.3M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 21,670 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.5% | 21,607 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +38.4% | 21,524 | $1.2M |
| Farnam Financial LLC | 1.29% | Add +3.1% | 21,498 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -9.7% | 21,320 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.21% | Reduce -1.4% | 21,274 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Reduce -1.0% | 21,264 | $1.2M |
| Phraction Management LLC | 0.46% | No change | 21,155 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +7.1% | 20,992 | $1.2M |
| Common Fund for Nonprofit Organizations | 0.14% | Add +1.6% | 20,958 | $1.2M |
| Baron Wealth Management LLC | 0.56% | New | 20,815 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -51.6% | 20,799 | $1.2M |
| Texas Bank & Trust Co | 0.49% | — | 20,707 | $1.2M |
| Gould Asset Management LLC | 0.25% | Reduce -4.8% | 20,680 | $1.2M |
| GLOBALT Investments LLC / GA | 0.05% | No change | 20,610 | $1.2M |
| Relyea Zuckerberg Hanson LLC | 0.16% | New | 20,594 | $1.2M |
| Susquehanna Advisors Group, Inc. | 0.08% | — | 20,250 | $1.2M |
| Phillips Wealth Planners LLC | 1.16% | Reduce -25.0% | 20,425 | $1.2M |
| WealthCollab, LLC | 0.74% | Add +0.4% | 20,100 | $1.2M |
| Lane & Associates LLC | 0.60% | Reduce -0.0% | 19,408 | $1.2M |
| Archer Investment Corp | 0.31% | Reduce -1.6% | 20,061 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +239.8% | 20,054 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +51.8% | 20,054 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.21% | Add +1.6% | 20,045 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Add +4.7% | 20,017 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.39% | Add +23.7% | 20,012 | $1.1M |
| 1492 Capital Management LLC | 0.55% | Add +14.4% | 19,987 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -5.3% | 19,985 | $1.1M |
| ArborFi Advisors, LLC | 1.14% | — | 19,806 | $1.1M |
| Ellenbecker Investment Group | 0.20% | Add +0.1% | 19,762 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -4.1% | 19,691 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +15.6% | 19,590 | $1.1M |
| Anson Capital, Inc. | 0.98% | Add +0.5% | 19,639 | $1.1M |
| Solstein Capital, LLC | 0.63% | No change | 19,609 | $1.1M |
| Washington Capital Management, Inc. | 0.89% | No change | 19,595 | $1.1M |
| Gradient Capital Advisors, LLC | 0.36% | Add +0.7% | 19,594 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.74% | Reduce -3.0% | 19,578 | $1.1M |
| New Perspectives, Inc | 0.60% | Reduce -0.1% | 19,531 | $1.1M |
| Dentgroup LLC | 0.85% | Reduce -1.6% | 19,417 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -47.5% | 19,398 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -5.8% | 19,345 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -16.9% | 19,084 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +18.1% | 19,082 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -46.8% | 18,927 | $1.1M |
| Parthenon LLC | 0.13% | No change | 19,003 | $1.1M |
| MBA Advisors LLC | 0.55% | Add +2.5% | 18,926 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 18,926 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Reduce -3.9% | 18,921 | $1.1M |
| Orcam Financial Group | 1.04% | Add +1.9% | 18,780 | $1.1M |
| AdvisorNet Financial, Inc | 0.09% | Add +15.6% | 18,772 | $1.1M |
| Shorepath Capital Management LLC | 0.77% | Add +6.5% | 18,768 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +106.5% | 18,757 | $1.1M |
| OneAscent Financial Services LLC | 0.09% | New | 18,731 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +21.4% | 18,688 | $1.1M |
| City State Bank | 0.38% | Reduce -0.4% | 18,601 | $1.1M |
| Charles Schwab Trust Co | 0.09% | No change | 18,600 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 18,570 | $1.1M |
| MontVue Capital Management, Inc. | 0.81% | No change | 18,556 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +1.5% | 18,410 | $1.1M |
| Cornerstone Advisory, LLC | 0.12% | Reduce -0.8% | 17,234 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | Add +104.4% | 18,380 | $1.1M |
| Milestone Asset Management Group, LLC | 0.94% | — | 18,300 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 18,285 | $1.0M |
| SkyOak Wealth, LLC | 0.22% | Add +36.6% | 18,106 | $1.0M |
| Foster Dykema Cabot & Partners, LLC | 0.08% | Add +638.5% | 18,020 | $1.0M |
| Coppell Advisory Solutions LLC | 0.14% | Add +50.1% | 18,020 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -50.9% | 17,870 | $1.0M |
| Novem Group | 0.15% | — | 17,865 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.42% | No change | 17,847 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -12.5% | 17,754 | $1.0M |
| FF Advisors,LLC | 0.70% | No change | 16,910 | $1.0M |
| Regions Financial Corp. | 0.01% | Reduce -3.8% | 17,622 | $1.0M |
| Norris Perne & French LLP | 0.07% | No change | 17,582 | $1.0M |
| Financial Alternatives, Inc | 0.71% | Reduce -0.2% | 17,424 | $1.0M |
| Meritage Portfolio Management | 0.06% | Reduce -10.4% | 17,177 | $986K |
| New Covenant Trust Company, N.A. | 0.97% | No change | 17,068 | $980K |
| Greenwich Wealth Management LLC | 0.07% | No change | 16,969 | $974K |
| Index Fund Advisors, Inc. | 0.05% | Add +1.6% | 16,832 | $966K |
| Smith & Howard Wealth Management, LLC | 0.27% | Reduce -1.0% | 16,679 | $958K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +50.8% | 16,618 | $954K |
| Rathbones Group PLC | 0.00% | Add +22.3% | 16,458 | $945K |
| Harbor Investment Advisory, LLC | 0.09% | Add +103.3% | 16,391 | $941K |
| Townsquare Capital LLC | 0.01% | Add +277.7% | 16,360 | $939K |
| Fortis Capital Advisors, LLC | 0.32% | No change | 15,187 | $937K |
| Vicus Capital | 0.08% | Add +0.6% | 16,278 | $935K |
| Virtue Capital Management, LLC | 0.19% | Reduce -15.2% | 16,154 | $927K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -4.1% | 16,136 | $926K |
| SVB Wealth LLC | 0.02% | New | 16,108 | $925K |
| Grey Fox Wealth Advisors, LLC | 0.25% | Reduce -0.4% | 16,106 | $925K |
| Plancorp, LLC | 0.04% | Reduce -47.7% | 16,105 | $925K |
| One Degree Advisors Inc | 0.38% | Reduce -6.3% | 15,280 | $922K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.7% | 16,012 | $919K |
| Johnson Financial Group, Inc. | 0.04% | Add +107.0% | 15,475 | $919K |
| Root Financial Partners, LLC | 0.11% | Add +27.5% | 15,789 | $906K |
| Aspen Grove Capital, LLC | 0.19% | Add +225.8% | 15,761 | $905K |
| Syverson Strege & Co | 0.30% | No change | 15,718 | $902K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 15,617 | $897K |
| Red Tortoise LLC | 0.47% | Add +1.6% | 15,581 | $895K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.5% | 15,580 | $894K |
| Financial Counselors Inc. | 0.01% | Reduce -8.1% | 15,567 | $894K |
| Destiny Wealth Partners, LLC | 0.15% | No change | 15,535 | $892K |
| Eclectic Associates Inc. | 0.26% | No change | 15,514 | $891K |
| WealthShield Partners, LLC | 0.13% | Reduce -7.7% | 15,465 | $888K |
| Garde Capital, Inc. | 0.06% | Reduce -1.9% | 15,458 | $887K |
| Petredis Investment Advisors LLC | 0.09% | Reduce -5.5% | 15,400 | $884K |
| Ellevest, Inc. | 0.05% | No change | 15,313 | $879K |
| Procyon Advisors, LLC | 0.06% | Add +15.7% | 15,296 | $878K |
| Sheets Smith Wealth Management | 0.11% | Reduce -39.7% | 15,272 | $877K |
| Life Planning Partners, Inc | 0.81% | Add +0.1% | 15,238 | $875K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | No change | 15,162 | $870K |
| Allegheny Financial Group | 0.22% | Add +1.6% | 15,148 | $870K |
| Brewster Financial Planning LLC | 0.66% | Add +1.9% | 15,145 | $869K |
| Cypress Point Wealth Management, LLC | 0.27% | Add +1.6% | 15,048 | $864K |
| Sandy Spring Bank | 0.04% | No change | 15,047 | $864K |
| Merriman Wealth Management, LLC | 0.04% | No change | 14,969 | $859K |
| Up Strategic Wealth Investment Advisors LLC | 0.85% | No change | 14,858 | $853K |
| Parker Financial LLC | 0.42% | Reduce -21.7% | 14,796 | $849K |
| Asset Dedication, LLC | 0.07% | Reduce -4.9% | 14,657 | $841K |
| Keystone Financial Group | 0.08% | Reduce -1.1% | 14,581 | $837K |
| Elevation Point Wealth Partners, LLC | 0.07% | New | 14,524 | $834K |
| Fisher Asset Management | 0.00% | Add +48.0% | 14,474 | $831K |
| Ocean Park Asset Management, LLC | 0.03% | Add +176.1% | 14,464 | $830K |
| Exchange Traded Concepts, LLC | 0.02% | Add +176.1% | 14,464 | $830K |
| Lokken Investment Group LLC | 0.36% | Reduce -6.2% | 14,443 | $829K |
| Ashton Thomas Securities, LLC | 0.23% | Reduce -4.8% | 14,438 | $829K |
| BluePointe Capital Management, LLC | 0.47% | No change | 14,310 | $822K |
| Cynosure Group, LLC | 0.12% | Reduce -71.5% | 14,249 | $818K |
| Rik Saylor Financial, Inc. | 0.76% | — | 14,239 | $817K |
| Moulton Wealth Management, Inc. | 0.63% | New | 14,194 | $815K |
| Americana Partners, LLC | 0.03% | Reduce -62.4% | 14,185 | $814K |
| Davis Capital Management | 0.66% | Reduce -0.3% | 14,155 | $813K |
| Novak & Powell Financial Services, Inc. | 0.48% | Reduce -4.4% | 14,116 | $810K |
| Chemistry Wealth Management LLC | 0.19% | No change | 13,848 | $795K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | No change | 13,938 | $794K |
| Richard C. Young & CO., LTD. | 0.09% | Reduce -1.2% | 13,812 | $793K |
| Personal Cfo Solutions, LLC | 0.15% | Add +0.4% | 13,708 | $787K |
| Summit Financial Strategies, Inc. | 0.09% | Reduce -4.5% | 13,689 | $786K |
| West Bancorporation Inc. | 0.52% | Add +62.8% | 13,666 | $785K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 13,605 | $781K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +20.0% | 13,558 | $778K |
| Traveka Wealth, LLC | 0.43% | No change | 13,429 | $771K |
| Farther Finance Advisors, LLC | 0.03% | Add +17.0% | 13,427 | $771K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.6% | 13,391 | $769K |
| Signaturefd, LLC | 0.01% | Reduce -4.4% | 13,366 | $767K |
| Aristotle Capital Management, LLC | 0.00% | Add +296.7% | 13,158 | $755K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -2.5% | 13,140 | $754K |
| PCG Asset Management, LLC | 0.66% | — | 13,139 | $754K |
| NBT Bank, N.A. | 0.05% | Reduce -0.8% | 13,104 | $752K |
| Argent Trust Co | 0.03% | Reduce -0.7% | 13,031 | $748K |
| Kagan Cocozza Asset Management | 0.62% | — | 12,983 | $745K |
| Glen Eagle Advisors, LLC | 0.12% | Add +0.1% | 12,930 | $742K |
| Probity Advisors, Inc. | 0.14% | Reduce -0.3% | 12,902 | $741K |
| Rebalance, LLC | 0.06% | Add +1.4% | 12,837 | $737K |
| Journey Strategic Wealth LLC | 0.03% | New | 12,812 | $736K |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.3% | 12,805 | $735K |
| Westfuller Advisors, LLC | 0.47% | Add +1.6% | 12,767 | $733K |
| Summit Wealth Partners, LLC | 0.15% | Add +0.1% | 12,747 | $732K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +20.5% | 12,676 | $728K |
| Zhang Financial LLC | 0.04% | Reduce -20.0% | 12,656 | $727K |
| Capital Investment Advisors, LLC | 0.01% | Add +26.7% | 12,583 | $722K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -23.5% | 12,437 | $714K |
| Brown, Lisle/Cummings, Inc. | 0.21% | Add +3.6% | 12,329 | $708K |
| Cambiar Investors LLC | 0.03% | New | 12,300 | $706K |
| OMNI 360 Wealth, Inc. | 0.47% | Add +5.6% | 12,282 | $705K |
| NorthRock Partners, LLC | 0.02% | Add +1.8% | 12,200 | $700K |
| RVW Wealth, LLC | 0.07% | Reduce -2.1% | 12,162 | $698K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -3.5% | 12,118 | $696K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -0.8% | 12,081 | $694K |
| Busey Bank | 0.02% | Reduce -0.7% | 12,013 | $690K |
| Factory Mutual Insurance Co. | 0.01% | No change | 12,000 | $689K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -12.6% | 11,882 | $682K |
| Ancora Advisors LLC | 0.02% | Reduce -22.9% | 11,878 | $682K |
| Capital City Trust Co. | 0.17% | Add +4.2% | 11,863 | $681K |
| Forza Wealth Management, LLC | 0.31% | No change | 11,820 | $679K |
| IFG Advisory, LLC | 0.04% | Add +1.0% | 11,782 | $676K |
| Ieq Capital, LLC | 0.01% | Add +1.3% | 11,742 | $674K |
| Cannell & Spears LLC | 0.01% | Add +0.4% | 11,713 | $672K |
| Skyline Advisors, Inc. | 0.26% | Add +0.0% | 11,704 | $672K |
| Bay Capital Advisors, LLC | 0.54% | — | 11,611 | $667K |
| DiNuzzo Private Wealth, Inc. | 0.08% | No change | 11,595 | $666K |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -17.7% | 11,535 | $662K |
| Schechter Investment Advisors, LLC | 0.05% | Add +94.6% | 11,525 | $662K |
| RTD Financial Advisors, Inc. | 0.08% | Reduce -0.1% | 11,492 | $660K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 10,883 | $655K |
| 4WEALTH Advisors, Inc. | 0.67% | — | 11,381 | $653K |
| HUB Investment Partners, LLC | 0.03% | Add +201.3% | 11,380 | $653K |
| First National Bank of Omaha | 0.04% | No change | 11,250 | $646K |
| Barclays PLC | 0.00% | No change | 11,135 | $639K |
| Trace Wealth Advisors, LLC | 0.57% | — | 11,114 | $638K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -26.5% | 11,098 | $637K |
| Noble Family Wealth, LLC | 0.17% | Add +0.3% | 10,968 | $630K |
| Stonebridge Financial Group, LLC | 0.07% | — | 10,939 | $628K |
| Compass Financial Group, INC | 0.12% | Reduce -0.8% | 10,907 | $626K |
| Sentry LLC | 0.12% | No change | 10,870 | $624K |
| Michael A. Dubis Financial Planning, LLC | 0.60% | — | 10,877 | $624K |
| W1M Asset Management Ltd | 0.05% | New | 10,829 | $622K |
| Kwmg, LLC | 0.06% | Reduce -1.6% | 10,767 | $618K |
| Core Wealth Management, Inc. | 0.24% | New | 10,702 | $614K |
| Horan Securities, Inc. | 0.23% | Reduce -13.6% | 10,612 | $609K |
| Oak Wealth Advisors LLC | 0.47% | — | 10,568 | $607K |
| Private Capital Management, LLC | 0.06% | Add +0.3% | 10,563 | $606K |
| Annex Advisory Services, LLC | 0.02% | Add +26.3% | 10,505 | $603K |
| Forte Capital LLC | 0.07% | No change | 10,400 | $597K |
| GeoWealth Management, LLC | 0.02% | Reduce -38.5% | 10,363 | $595K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.0% | 10,333 | $593K |
| Hilltop Holdings Inc. | 0.04% | Reduce -17.7% | 10,282 | $590K |
| Sebold Capital Management, Inc. | 0.39% | New | 10,236 | $588K |
| Wealth Architects, LLC | 0.07% | Reduce -2.0% | 10,198 | $585K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 10,137 | $582K |
| Graypoint LLC | 0.04% | Reduce -19.3% | 10,113 | $581K |
| GSG Advisors LLC | 0.18% | Reduce -23.9% | 10,097 | $580K |
| Barnes Pettey Financial Advisors, LLC | 0.44% | No change | 10,060 | $578K |
| Bull Street Advisors, LLC | 0.28% | Reduce -2.0% | 9,965 | $572K |
| Napatree Capital LLC | 0.33% | New | 9,915 | $569K |
| Sierra Capital LLC | 0.07% | Add +1.5% | 9,886 | $568K |
| Cranbrook Wealth Management, LLC | 0.13% | Reduce -2.0% | 9,869 | $567K |
| Valued Retirements, Inc. | 0.75% | No change | 9,719 | $558K |
| Csenge Advisory Group | 0.03% | Reduce -21.1% | 9,660 | $555K |
| Roberts Glore & Co. Inc. | 0.16% | No change | 9,652 | $554K |
| Bill Few Associates, Inc. | 0.19% | Add +37.7% | 9,549 | $548K |
| Harbour Investments, Inc. | 0.02% | Add +26.9% | 9,536 | $547K |
| Clarendon Private LLC | 0.56% | — | 9,380 | $539K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -28.6% | 9,369 | $538K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -28.6% | 9,369 | $538K |
| WealthBridge Investment Counsel Inc. | 0.20% | Add +0.4% | 9,315 | $535K |
| AIMZ Investment Advisors, LLC | 0.18% | Reduce -4.0% | 9,271 | $532K |
| Horizon Family Wealth, Inc. | 0.35% | No change | 9,180 | $527K |
| Investment Research & Advisory Group, Inc. | 0.22% | No change | 9,147 | $525K |
| Collective Family Office LLC | 0.14% | No change | 9,090 | $522K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.9% | 9,057 | $520K |
| IHT Wealth Management, LLC | 0.02% | Add +94.9% | 9,049 | $519K |
| Silver Oak Advisory Group, Inc. | 0.27% | Reduce -0.3% | 9,028 | $518K |
| Madison Wealth Partners, Inc | 0.14% | No change | 8,990 | $516K |
| Innova Wealth Partners | 0.32% | New | 8,922 | $512K |
| Opulen Financial Group LLC | 0.46% | — | 8,885 | $510K |
| Glaxis Capital Management, LLC | 1.41% | Add +2.2% | 4,451 | $510K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +6.3% | 8,761 | $503K |
| SMI Advisory Services, LLC | 0.12% | Add +0.1% | 8,849 | $500K |
| EagleClaw Capital Managment, LLC | 0.08% | No change | 8,700 | $499K |
| Davidson Kahn Capital Management, LLC | 0.46% | — | 8,667 | $498K |
| HTLF Bank | 0.06% | No change | 8,655 | $497K |
| J. W. Coons Advisors, LLC | 0.13% | Add +8.7% | 8,651 | $497K |
| Smallwood Wealth Investment Management, LLC | 0.34% | Reduce -0.0% | 8,650 | $497K |
| JFS Wealth Advisors, LLC | 0.03% | Add +0.6% | 8,645 | $496K |
| Kovack Advisors, Inc. | 0.05% | Add +0.4% | 8,634 | $496K |
| Evergreen Advisors, LLC | 0.14% | Add +1.6% | 8,629 | $495K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | Add +11.8% | 8,512 | $493K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -14.4% | 8,573 | $492K |
| JGP Wealth Management, LLC | 0.06% | Add +12.8% | 8,571 | $492K |
| Single Point Partners, LLC | 0.11% | New | 8,568 | $492K |
| Lindbrook Capital, LLC | 0.04% | No change | 8,540 | $490K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -4.0% | 8,647 | $490K |
| Nia Impact Advisors, LLC | 0.16% | No change | 8,528 | $490K |
| Argyle Capital Partners, LLC | 0.41% | — | 8,422 | $483K |
| Jacobi Capital Management LLC | 0.04% | Add +7.7% | 8,413 | $483K |
| Compound Planning, Inc. | 0.02% | Add +46.7% | 8,407 | $483K |
| Fifth Third Securities, Inc. | 0.04% | New | 8,397 | $482K |
| Safeguard Financial, LLC | 0.10% | Add +15.0% | 8,356 | $480K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.4% | 8,312 | $477K |
| Hall Laurie J Trustee | 0.16% | No change | 8,316 | $477K |
| Swan Global Investments, LLC | 0.02% | New | 8,292 | $476K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -0.8% | 8,249 | $474K |
| First Trust Advisors LP | 0.00% | New | 8,243 | $473K |
| Eagle Harbor Asset Management Inc. | 0.47% | Reduce -5.7% | 9,888 | $473K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 8,228 | $472K |
| Westmount Partners, LLC | 0.14% | Reduce -0.9% | 8,200 | $471K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.0% | 8,171 | $469K |
| PrairieView Partners, LLC | 0.05% | No change | 8,175 | $469K |
| Lakewood Asset Management LLC | 0.32% | Add +0.5% | 8,137 | $467K |
| LMCG Investments, LLC | 0.03% | Add +3.5% | 8,128 | $467K |
| Executive Wealth Management, LLC | 0.04% | Reduce -4.4% | 8,089 | $464K |
| Martel Wealth Advisors LLC | 0.09% | Add +1.6% | 8,080 | $464K |
| Evoke Wealth, LLC | 0.01% | No change | 8,070 | $463K |
| YHB Investment Advisors, Inc. | 0.04% | Add +0.1% | 8,042 | $462K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 8,040 | $462K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -8.3% | 8,027 | $461K |
| ZynergyRetirementPlanningLLC | 0.32% | No change | 7,267 | $458K |
| Brand Asset Management Group, Inc. | 0.19% | Reduce -30.9% | 7,966 | $457K |
| Blue Barn Wealth, LLC | 0.24% | Add +1.4% | 7,925 | $455K |
| LifePlan Financial, LLC | 0.40% | Reduce -7.0% | 7,919 | $455K |
| Gleason Group, Inc. | 0.08% | Add +1.6% | 7,910 | $454K |
| Retirement Planning Group, LLC | 0.02% | Reduce -47.0% | 7,890 | $453K |
| Plum Street Advisors, LLC | 0.22% | Add +3.7% | 7,888 | $453K |
| Fermata Advisors, LLC | 0.08% | Reduce -60.0% | 7,862 | $451K |
| Capstone Wealth Management Group, LLC | 0.24% | Add +1.2% | 7,854 | $451K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 7,851 | $451K |
| Seven Springs Wealth Group, LLC | 0.17% | No change | 7,850 | $451K |
| Topel & Distasi Wealth Management, LLC | 0.19% | Add +0.6% | 7,804 | $448K |
| Claro Advisors Inc. | 0.06% | Add +13.3% | 7,782 | $447K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,775 | $446K |
| Cahill Wealth Management, LLC | 0.23% | Add +0.8% | 7,740 | $444K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 7,712 | $443K |
| Farrell Financial LLC | 0.32% | Add +2.0% | 7,708 | $443K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 7,707 | $442K |
| Symmetry Partners, LLC | 0.06% | Add +26.4% | 7,699 | $442K |
| Cascade Investment Group, Inc. | 0.32% | No change | 7,697 | $442K |
| Robinswood Financial LLC | 0.17% | Add +0.1% | 7,687 | $441K |
| Sierra Summit Advisors LLC | 0.09% | Reduce -6.0% | 7,673 | $441K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -2.9% | 7,665 | $440K |
| Grove Bank & Trust | 0.06% | Reduce -9.8% | 7,635 | $438K |
| CVA Family Office, LLC | 0.07% | Add +1.6% | 7,633 | $438K |
| Passive Capital Management, LLC. | 0.15% | No change | 7,587 | $436K |
| Red Door Wealth Management, LLC | 0.07% | Add +0.0% | 7,572 | $435K |
| FineMark National Bank & Trust | 0.02% | Reduce -27.1% | 7,557 | $434K |
| First Interstate Bank | 0.03% | Add +47.1% | 7,500 | $431K |
| Mayport, LLC | 0.13% | Reduce -2.5% | 7,470 | $429K |
| Austin Private Wealth, LLC | 0.04% | Reduce -1.8% | 7,465 | $429K |
| Pine Haven Investment Counsel, Inc | 0.35% | No change | 7,463 | $428K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -64.9% | 7,225 | $428K |
| Barnes Wealth Management Group, Inc | 0.29% | — | 7,424 | $426K |
| Boston Trust Walden Corp | 0.00% | Reduce -12.9% | 7,391 | $424K |
| Keebeck Wealth Management | 0.06% | New | 7,385 | $424K |
| Principal Securities, Inc. | 0.01% | Reduce -9.0% | 7,364 | $423K |
| Union Savings Bank | 0.21% | Reduce -21.1% | 7,301 | $419K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -14.0% | 7,070 | $418K |
| World Equity Group, Inc. | 0.09% | Add +89.6% | 7,284 | $418K |
| First National Corp. /Ma/ | 0.09% | Reduce -1.6% | 7,267 | $417K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -34.0% | 7,230 | $415K |
| Orgel Wealth Management, LLC | 0.01% | New | 7,180 | $412K |
| Angeles Wealth Management, LLC | 0.03% | No change | 7,127 | $409K |
| Cornerstone Financial Group, LLC | 0.40% | — | 7,119 | $409K |
| Petix & Botte Co | 0.11% | Reduce -11.6% | 7,116 | $409K |
| Pillar Financial Advisors, LLC | 0.31% | — | 7,102 | $408K |
| Smith Salley Wealth Management | 0.03% | Reduce -8.7% | 7,097 | $407K |
| GTS Securities LLC | 0.02% | New | 7,088 | $407K |
| Arkadios Wealth Advisors | 0.02% | Add +1.0% | 6,972 | $400K |
| Northeast Planning Associates, Inc. / NH / | 0.41% | — | 6,955 | $399K |
| Eagle Ridge Investment Management | 0.03% | Add +0.1% | 6,942 | $399K |
| Canal Capital Management, LLC | 0.06% | New | 6,940 | $398K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.4% | 6,925 | $398K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 6,919 | $397K |
| Wimmer Associates 1, LLC | 0.20% | Reduce -4.2% | 6,917 | $397K |
| Manuka Financial, LLC | 0.27% | — | 6,904 | $396K |
| Old National Bancorp | 0.01% | Reduce -34.1% | 6,886 | $395K |
| Smith, Moore & Co. | 0.04% | Reduce -3.5% | 6,832 | $392K |
| Nicolet Advisory Services, LLC | 0.04% | Add +23.3% | 6,874 | $390K |
| Florida Trust Wealth Management Co | 0.01% | No change | 6,780 | $389K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -16.8% | 6,778 | $389K |
| Bradley & Co. Private Wealth Management, LLC | 0.24% | — | 6,763 | $388K |
| Quadcap Wealth Management, LLC | 0.06% | Add +65.1% | 6,750 | $388K |
| Logan Capital Management Inc. | 0.02% | No change | 6,729 | $386K |
| Duncker Streett & Co. Inc. | 0.07% | Reduce -30.7% | 6,684 | $384K |
| Pittenger & Anderson Inc. | 0.01% | No change | 6,600 | $379K |
| PFG Investments, LLC | 0.02% | Reduce -4.5% | 6,569 | $377K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.7% | 6,277 | $376K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | New | 6,527 | $375K |
| NorthLanding Financial Partners, LLC | 0.38% | No change | 6,520 | $374K |
| Argent Advisors, Inc. | 0.14% | No change | 6,500 | $373K |
| Deutsche Bank AG | 0.00% | No change | 6,500 | $373K |
| LMG Wealth Partners, LLC | 0.08% | Reduce -0.3% | 6,492 | $373K |
| Scotia Capital Inc. | 0.00% | Reduce -2.4% | 6,486 | $372K |
| Unionview, LLC | 0.27% | Add +1.5% | 6,422 | $369K |
| Sandy Cove Advisors, LLC | 0.14% | Add +2.2% | 6,407 | $368K |
| MB Generational Wealth, LLC | 0.27% | No change | 6,403 | $368K |
| Waddell & Associates, LLC | 0.04% | No change | 6,400 | $367K |
| Proficio Capital Partners LLC | 0.03% | Reduce -14.7% | 6,400 | $367K |
| Sepio Capital, LP | 0.03% | Add +45.5% | 6,398 | $367K |
| Murphy Pohlad Asset Management LLC | 0.16% | Add +6.4% | 6,376 | $366K |
| Whalerock Point Partners, LLC | 0.09% | Add +1.4% | 6,375 | $366K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | No change | 6,311 | $362K |
| Financial Partners Group, LLC | 0.15% | No change | 6,260 | $359K |
| GAMMA Investing LLC | 0.03% | Add +25.6% | 6,258 | $359K |
| Moneco Advisors, LLC | 0.04% | Reduce -5.5% | 6,249 | $359K |
| Bokf, NA | 0.01% | Add +26.9% | 6,283 | $356K |
| Vance Wealth, LLC | 0.14% | Add +5.9% | 6,195 | $356K |
| HTG Investment Advisors, Inc. | 0.16% | Add +47.0% | 6,153 | $353K |
| GWN Securities Inc. | 0.09% | — | 6,081 | $352K |
| Savvy Advisors, Inc. | 0.04% | New | 6,035 | $346K |
| Ironwood Investment Counsel, LLC | 0.06% | No change | 6,022 | $346K |
| Chicago Capital, LLC | 0.01% | New | 6,011 | $345K |
| Destination Wealth Management | 0.01% | Add +60.4% | 5,975 | $343K |
| Clarity Capital Advisors, LLC | 0.23% | Add +1.6% | 5,925 | $340K |
| Advus Financial Partners, LLC | 0.10% | Reduce -2.0% | 5,908 | $339K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Add +25.4% | 5,891 | $338K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 5,875 | $337K |
| Fonville Wealth Management LLC | 0.11% | No change | 5,860 | $336K |
| Summit X, LLC | 0.07% | No change | 5,851 | $336K |
| BKM Wealth Management, LLC | 0.14% | No change | 5,843 | $335K |
| Ridgewood Investments LLC | 0.16% | Add +48.9% | 5,824 | $334K |
| Stuart Investment Advisors, Inc. | 0.18% | Add +1.6% | 5,771 | $331K |
| L.M. Kohn & Company | 0.09% | Add +33.8% | 5,771 | $331K |
| HBK Sorce Advisory LLC | 0.01% | Add +2.8% | 5,739 | $329K |
| Aureus Asset Management, LLC | 0.02% | New | 5,732 | $329K |
| Southland Equity Partners LLC | 0.08% | Reduce -0.5% | 5,719 | $328K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 5,709 | $328K |
| Cherrydale Wealth Management, LLC | 0.13% | Reduce -1.1% | 5,685 | $326K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -60.8% | 5,674 | $326K |
| Arlington Financial Advisors, LLC | 0.06% | Reduce -7.0% | 5,627 | $323K |
| LexAurum Advisors, LLC | 0.06% | New | 5,607 | $322K |
| Pallas Capital Advisors LLC | 0.01% | No change | 5,595 | $321K |
| Evanson Asset Management, LLC | 0.02% | Reduce -2.5% | 5,532 | $318K |
| Pine Harbor Wealth Management, LLC | 0.13% | Add +5.7% | 5,497 | $316K |
| Vantage Investment Partners, LLC | 0.03% | No change | 5,493 | $315K |
| ARK & TLK Investments, LLC | 0.11% | Add +1.6% | 5,484 | $315K |
| Guidance Capital, Inc. | 0.10% | Add +60.9% | 5,286 | $315K |
| Portland Financial Advisors Inc | 0.85% | — | 5,473 | $314K |
| Caldwell Trust Co | 0.03% | No change | 5,473 | $314K |
| Lantern Wealth Advisors, LLC | 0.20% | Add +0.2% | 5,458 | $313K |
| American Investment Services, Inc. | 0.06% | Add +1.9% | 5,428 | $312K |
| Mathes Company, Inc. | 0.11% | No change | 5,400 | $310K |
| Debussy Capital Management LP | 0.05% | Reduce -35.5% | 5,203 | $308K |
| Chokshi & Queen Wealth Advisors, Inc | 0.19% | — | 5,342 | $307K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +0.0% | 5,313 | $305K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 5,300 | $304K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 5,297 | $304K |
| Wealth Alliance, LLC | 0.04% | New | 5,295 | $304K |
| Navellier & Associates Inc. | 0.04% | New | 5,286 | $303K |
| Elser Financial Planning, Inc | 0.02% | Add +3.1% | 5,285 | $303K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 5,278 | $303K |
| Legacy Private Trust Co. | 0.02% | No change | 5,251 | $301K |
| Strategic Financial Partners, Ltd. | 0.15% | Reduce -1.0% | 5,248 | $301K |
| TD Capital Management LLC | 0.03% | Add +44.6% | 5,245 | $301K |
| Solidarity Wealth, LLC | 0.08% | New | 5,223 | $300K |
| SWAN Capital LLC | 0.15% | No change | 5,212 | $299K |
| Aspire Capital Advisors LLC | 0.09% | Add +1.6% | 5,177 | $297K |
| Capital Planning Advisors, LLC | 0.05% | No change | 5,164 | $296K |
| Old Mission Investment Co LLC | 0.09% | No change | 5,155 | $296K |
| Vision Capital Management, Inc. | 0.04% | No change | 5,105 | $293K |
| Shayne & Jacobs, LLC | 0.07% | No change | 4,980 | $286K |
| Colonial Trust Advisors | 0.03% | No change | 4,966 | $285K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.0% | 4,959 | $285K |
| Advisor Resource Council | 0.20% | New | 4,958 | $285K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,955 | $284K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.7% | 4,953 | $284K |
| EPIQ Capital Group, LLC | 0.07% | Add +1.6% | 4,944 | $284K |
| Texas Yale Capital Corp. | 0.01% | Reduce -2.8% | 4,908 | $282K |
| Centricity Wealth Management, LLC | 0.26% | — | 4,899 | $281K |
| Elmwood Wealth Management, Inc. | 0.11% | Add +0.0% | 4,892 | $281K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Add +0.8% | 4,874 | $280K |
| S.A. Mason LLC | 0.15% | No change | 4,866 | $279K |
| Baxter Bros Inc. | 0.04% | No change | 4,848 | $278K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +1.6% | 4,806 | $277K |
| Waller Financial Planning Group, Inc. | 0.07% | Reduce -2.4% | 4,819 | $277K |
| Brightwater Advisory LLC | 0.22% | Reduce -5.7% | 4,808 | $276K |
| Investment Advisory Group, LLC | 0.09% | No change | 4,804 | $276K |
| Grant Street Asset Management, Inc. | 0.07% | New | 4,791 | $275K |
| Stone Summit Wealth LLC | 0.09% | No change | 4,755 | $273K |
| Choate Investment Advisors | 0.01% | No change | 4,740 | $272K |
| Sterling Group Wealth Management, LLC | 0.14% | Add +2.8% | 4,718 | $271K |
| Shakespeare Wealth Management, LLC | 0.07% | Reduce -70.5% | 1,383 | $271K |
| Butensky & Cohen Financial Security, Inc. | 0.08% | Reduce -0.8% | 4,698 | $270K |
| SBI Securities Co., Ltd. | 0.01% | — | 4,671 | $268K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.1% | 4,665 | $268K |
| Detalus Advisors, LLC | 0.09% | Add +1.4% | 4,651 | $267K |
| Intellectus Partners, LLC | 0.06% | New | 4,640 | $266K |
| Hedges Asset Management LLC | 0.17% | No change | 4,600 | $264K |
| Truefg, LLC | 0.09% | Add +6.2% | 4,573 | $263K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -30.1% | 4,566 | $262K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -0.6% | 4,563 | $262K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +1.1% | 4,558 | $262K |
| LWM Advisors Inc. | 0.26% | — | 4,531 | $260K |
| Schiavi & Co LLC | 0.10% | No change | 4,519 | $259K |
| Stephenson & Company, Inc. | 0.17% | No change | 4,507 | $259K |
| Basepoint Wealth LLC | 0.20% | Add +1.0% | 4,480 | $257K |
| Retirement Planning Group, LLC / NY | 0.28% | — | 4,469 | $257K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -4.9% | 4,435 | $255K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +30.7% | 4,422 | $254K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -11.6% | 4,405 | $253K |
| Clark Capital Management Group, Inc. | 0.00% | Add +6.3% | 4,400 | $253K |
| RDA Financial Network | 0.07% | Add +0.3% | 4,379 | $251K |
| Occidental Asset Management, LLC | 0.04% | Add +0.2% | 4,372 | $251K |
| Riverbend Wealth Management, LLC | 0.22% | — | 4,347 | $250K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.3% | 4,334 | $250K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,347 | $250K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 4,328 | $248K |
| Pavion Blue Capital, LLC | 0.12% | No change | 4,306 | $247K |
| MJP Associates Inc. | 0.04% | Add +0.3% | 4,302 | $247K |
| Fairway Wealth LLC | 0.11% | Add +1.6% | 4,302 | $247K |
| Salem Investment Counselors Inc. | 0.01% | No change | 4,268 | $245K |
| Northern Capital Management, Inc. | 0.15% | No change | 4,248 | $244K |
| Golden State Wealth Management, LLC | 0.04% | — | 4,241 | $244K |
| Good Life Advisors, LLC | 0.02% | Add +24.2% | 4,234 | $243K |
| Olde Wealth Management, LLC | 0.09% | Reduce -22.3% | 4,238 | $243K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.5% | 4,198 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | Add +520.1% | 4,198 | $241K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -0.5% | 4,195 | $241K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 4,190 | $241K |
| Leo Wealth, LLC | 0.02% | Add +0.1% | 4,190 | $241K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.4% | 4,182 | $240K |
| BCS Wealth Management | 0.06% | New | 4,187 | $240K |
| Forum Financial Management, LP | 0.00% | Add +1.8% | 4,158 | $239K |
| Strategic Blueprint, LLC | 0.01% | Reduce -18.1% | 4,156 | $239K |
| ESL Trust Services, LLC | 0.05% | Reduce -4.1% | 4,154 | $238K |
| Retirement Planning Co of New England, Inc. | 0.12% | No change | 4,132 | $237K |
| Fusion Capital, LLC | 0.10% | New | 4,131 | $237K |
| MFA Wealth Services | 0.19% | — | 4,108 | $236K |
| MidAtlantic Capital Management, Inc. | 0.17% | Add +43.7% | 4,026 | $231K |
| Bordeaux Wealth Advisors LLC | 0.04% | Add +0.2% | 4,024 | $231K |
| Promethium Advisors,llc | 0.16% | No change | 4,021 | $231K |
| TFB Advisors LLC | 0.07% | Reduce -17.2% | 4,011 | $230K |
| Interchange Capital Partners, LLC | 0.08% | No change | 4,000 | $230K |
| Clarius Group, LLC | 0.02% | No change | 4,000 | $230K |
| Petra Financial Advisors Inc. | 0.16% | Reduce -27.1% | 3,985 | $229K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 3,978 | $228K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 3,971 | $228K |
| First Bank & Trust | 0.04% | No change | 3,950 | $227K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -58.9% | 3,947 | $227K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 3,946 | $227K |
| Wealth Management Nebraska | 0.04% | — | 3,946 | $227K |
| Lazari Capital Management, Inc. | 0.09% | Add +1.7% | 3,939 | $226K |
| Tyche Wealth Partners LLC | 0.05% | No change | 3,918 | $225K |
| Almanack Investment Partners, LLC. | 0.03% | No change | 3,917 | $225K |
| Talisman Wealth Advisors LLC | 0.24% | Reduce -28.2% | 3,907 | $224K |
| Adell Harriman & Carpenter Inc. | 0.02% | New | 3,903 | $224K |
| Cornerstone Wealth Advisors, Inc. | 0.06% | Reduce -18.4% | 3,862 | $222K |
| Hirtle & Co., LLC | 0.01% | No change | 3,861 | $222K |
| Towneley Capital Management, Inc / DE | 0.05% | Reduce -36.1% | 3,850 | $221K |
| WNY Asset Management, LLC | 0.03% | No change | 3,847 | $221K |
| Paragon Advisors, LLC | 0.08% | Add +2.5% | 3,833 | $220K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +0.3% | 3,826 | $220K |
| Coordinated Financial Services, Inc. | 0.17% | — | 3,823 | $219K |
| Bragg Financial Advisors, Inc | 0.01% | New | 3,810 | $219K |
| Sageworth Trust Co of South Dakota | 0.28% | No change | 3,801 | $218K |
| Camelot Technology Advisors, Inc. | 0.20% | No change | 3,800 | $218K |
| Zacks Investment Management | 0.00% | No change | 3,800 | $218K |
| Atala Financial Inc | 0.15% | — | 3,791 | $218K |
| Eagle Global Advisors LLC | 0.01% | Add +6.2% | 3,775 | $217K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -17.8% | 3,767 | $216K |
| InTrack Investment Management Inc | 0.15% | Reduce -51.9% | 3,782 | $215K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,725 | $214K |
| HF Advisory Group, LLC | 0.10% | Add +2.7% | 3,716 | $213K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.6% | 3,711 | $213K |
| Quarry Hill Advisors, LLC | 0.14% | No change | 3,711 | $213K |
| Hanover Advisors Inc. | 0.09% | Reduce -4.8% | 3,671 | $211K |
| Gray Wealth Management Inc. | 0.08% | Add +0.1% | 3,635 | $209K |
| World Investment Advisors | 0.01% | New | 3,632 | $209K |
| Copperleaf Capital, LLC | 0.13% | Add +0.1% | 3,626 | $208K |
| Nicolet Bankshares Inc. | 0.04% | No change | 3,620 | $208K |
| Private Portfolio Partners LLC | 0.04% | Reduce -0.6% | 3,597 | $207K |
| Worth Asset Management, LLC | 0.11% | Reduce -4.1% | 3,592 | $206K |
| Planned Solutions, Inc. | 0.08% | No change | 3,587 | $206K |
| Pine Ridge Advisers LLC | 0.02% | Add +1.6% | 3,586 | $206K |
| Headinvest, LLC | 0.04% | Reduce -9.6% | 3,585 | $206K |
| Presidio Capital Management, LLC | 0.11% | Reduce -19.4% | 3,584 | $206K |
| Independent Financial Group, LLC | 0.01% | Reduce -37.9% | 3,571 | $205K |
| Oarsman Capital, Inc. | 0.04% | Add +2.5% | 3,564 | $205K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -19.6% | 3,332 | $204K |
| Owen LaRue, LLC | 0.11% | Reduce -8.1% | 3,551 | $204K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -6.0% | 3,535 | $203K |
| AE Wealth Management LLC | 0.00% | Add +7.5% | 3,532 | $203K |
| Principle Wealth Partners LLC | 0.01% | No change | 3,526 | $202K |
| Melfa Wealth Management, Inc. | 0.13% | New | 3,507 | $201K |
| TCTC Holdings, LLC | 0.01% | No change | 3,506 | $201K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +0.4% | 3,503 | $201K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 3,501 | $201K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | New | 3,500 | $201K |
| Synovus Financial Corp. | 0.00% | Reduce -42.6% | 3,490 | $201K |
| CNB Bank | 0.09% | Reduce -4.6% | 3,370 | $193K |
| Tacita Capital Inc | 0.14% | No change | 3,365 | $193K |
| New Republic Capital, LLC | 0.12% | Add +1.2% | 3,263 | $187K |
| Central Pacific Bank - Trust Division | 0.03% | Add +89.2% | 3,237 | $186K |
| Mitchell Sinkler & Starr | 0.05% | No change | 3,215 | $185K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,183 | $183K |
| Fort Vancouver Investment Management, LLC | 0.15% | No change | 3,175 | $182K |
| Rothschild Investment LLC | 0.01% | No change | 3,175 | $182K |
| Element Wealth, LLC | 0.09% | Reduce -0.9% | 3,151 | $181K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -26.6% | 3,110 | $179K |
| Independence Bank of Kentucky | 0.03% | No change | 2,939 | $169K |
| NCP Inc. | 0.08% | Reduce -9.9% | 2,849 | $164K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -54.6% | 2,796 | $161K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -11.1% | 2,775 | $159K |
| Smartleaf Asset Management LLC | 0.02% | Add +36.5% | 2,769 | $159K |
| USA Financial Formulas | 0.02% | Reduce -16.1% | 2,762 | $159K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 2,740 | $157K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -14.6% | 2,732 | $157K |
| Chapman Financial Group, LLC | 0.12% | — | 2,711 | $156K |
| Optimum Investment Advisors | 0.07% | Add +17.9% | 2,633 | $151K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Add +750.0% | 2,550 | $146K |
| Larson Financial Group LLC | 0.01% | Add +48.4% | 2,536 | $146K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +6.0% | 2,521 | $145K |
| Medallion Wealth Advisors, LLC | 0.07% | — | 2,492 | $145K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Reduce -41.5% | 2,460 | $141K |
| Blue Trust, Inc. | 0.00% | Reduce -38.8% | 2,220 | $127K |
| Private Capital Management LLC | 0.03% | Add +162.0% | 2,219 | $127K |
| Wintrust Investments LLC | 0.11% | Reduce -11.3% | 2,175 | $124K |
| Kiely Wealth Advisory Group, Inc. | 0.08% | Reduce -50.0% | 2,044 | $123K |
| Synergy Investment Management, LLC | 0.05% | — | 2,080 | $119K |
| Elevation Wealth Partners, LLC | 0.05% | Add +1.6% | 1,971 | $113K |
| Frazier Financial Advisors, LLC | 0.09% | Add +1.7% | 1,943 | $112K |
| Intelligent Financial Strategies | 0.06% | Add +1.6% | 1,925 | $111K |
| AllSquare Wealth Management LLC | 0.06% | Reduce -19.1% | 1,924 | $110K |
| Evermay Wealth Management LLC | 0.02% | Reduce -21.7% | 1,895 | $109K |
| 10Elms LLP | 0.13% | — | 1,771 | $102K |
| LGT Financial Advisors LLC | 0.22% | No change | 1,745 | $100K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,743 | $100K |
| Bollard Group LLC | 0.00% | Add +1.6% | 1,737 | $100K |
| Northwest Capital Management Inc | 0.04% | No change | 1,640 | $94K |
| Evolution Advisers, Inc. | 0.05% | Reduce -14.3% | 1,649 | $94K |
| Mondrian Investment Partners LTD | 0.00% | Reduce -3.0% | 1,508 | $90K |
| Legacy Bridge, LLC | 0.05% | No change | 1,552 | $89K |
| Private Trust Co. NA | 0.01% | Reduce -27.0% | 1,534 | $88K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,516 | $87K |
| Abound Wealth Management | 0.03% | Add +119.2% | 1,497 | $86K |
| Zeit Capital LLC | 0.06% | Reduce -40.5% | 1,398 | $84K |
| Pacifica Partners Inc. | 0.03% | Add +0.7% | 1,369 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.3% | 1,352 | $78K |
| Versant Capital Management, Inc | 0.02% | Reduce -15.6% | 1,345 | $77K |
| Heritage Wealth Advisors | 0.00% | Add +1.1% | 1,336 | $77K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -13.3% | 1,300 | $75K |
| TruNorth Capital Management, LLC | 0.02% | No change | 1,297 | $74K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 1,240 | $73K |
| Financial Freedom, LLC | 0.04% | Add +1.6% | 1,233 | $71K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 1,216 | $70K |
| Quadrant Capital Group LLC | 0.00% | Reduce -32.0% | 1,144 | $66K |
| Hurley Capital, LLC | 0.05% | — | 1,124 | $65K |
| Human Investing LLC | 0.01% | New | 1,104 | $63K |
| Bangor Savings Bank | 0.01% | No change | 1,045 | $60K |
| Community Bank, N.A. | 0.01% | New | 1,034 | $59K |
| Horizons Wealth Management | 0.05% | No change | 1,014 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $57K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,000 | $57K |
| Belmont Capital, LLC | 0.01% | No change | 997 | $57K |
| Continuum Advisory, LLC | 0.01% | Reduce -2.7% | 975 | $56K |
| Arlington Trust Co LLC | 0.01% | No change | 955 | $55K |
| Fortitude Family Office, LLC | 0.02% | Add +1.7% | 952 | $55K |
| Center for Financial Planning, Inc. | 0.01% | No change | 941 | $54K |
| Copia Wealth Management | 0.05% | — | 929 | $53K |
| Graney & King, LLC | 0.04% | — | 906 | $52K |
| North Ridge Wealth Advisors, Inc. | 0.04% | New | 900 | $52K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 889 | $51K |
| Family Manage LLC | 0.01% | Reduce -4.1% | 866 | $50K |
| Mascoma Wealth Management LLC | 0.01% | Add +114.6% | 839 | $48K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 838 | $48K |
| Darwin Wealth Management, LLC | 0.02% | No change | 829 | $48K |
| Washington Trust Advisors, Inc. | 0.00% | Add +38.0% | 828 | $48K |
| Financial Perspectives, Inc | 0.02% | No change | 824 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +14.4% | 796 | $47K |
| Private Wealth Management Group, LLC | 0.02% | No change | 805 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 803 | $46K |
| Gables Capital Management Inc. | 0.02% | No change | 800 | $46K |
| Salomon & Ludwin, LLC | 0.00% | No change | 799 | $46K |
| Frisco Financial Planning LLC | 0.04% | — | 784 | $45K |
| Luminist Capital LLC | 0.08% | — | 779 | $45K |
| Founders Financial Alliance, LLC | 0.01% | No change | 751 | $43K |
| Hemington Wealth Management | 0.01% | No change | 744 | $42K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 712 | $41K |
| Parkside Financial Bank & Trust | 0.01% | No change | 679 | $39K |
| Addison Advisors LLC | 0.01% | No change | 671 | $39K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 652 | $37K |
| JDM Financial Group LLC | 0.02% | Add +1.6% | 635 | $36K |
| Kentucky Trust Co | 0.02% | — | 630 | $36K |
| Key Financial Inc | 0.01% | No change | 629 | $36K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -47.2% | 602 | $36K |
| Fairman Group, LLC | 0.03% | No change | 615 | $35K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 607 | $35K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 600 | $34K |
| Bfsg, LLC | 0.00% | No change | 593 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +8128.6% | 576 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 556 | $32K |
| Aventura Private Wealth, LLC | 0.02% | — | 538 | $31K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 523 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -1.4% | 503 | $29K |
| Nvwm, LLC | 0.01% | No change | 481 | $28K |
| HighMark Wealth Management LLC | 0.02% | Add +1.5% | 470 | $27K |
| Tsfg, LLC | 0.01% | No change | 478 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 435 | $25K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 408 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +584.8% | 404 | $23K |
| Stephens Consulting, LLC | 0.01% | No change | 372 | $21K |
| Kings Path Partners LLC | 0.01% | No change | 370 | $21K |
| Hartford Financial Management Inc. | 0.00% | No change | 355 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 350 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 350 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.3% | 340 | $20K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 326 | $19K |
| Citadel Advisors | 0.00% | New | 326 | $19K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 311 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 272 | $16K |
| Atticus Wealth Management, LLC | 0.00% | Add +7.1% | 256 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -50.6% | 255 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +1.6% | 246 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +0.4% | 228 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -29.2% | 223 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 217 | $12K |
| Pinney & Scofield, Inc. | 0.01% | — | 210 | $12K |
| Transce3nd, LLC | 0.00% | — | 207 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +1.5% | 206 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $11K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $11K |
| Caitlin John, LLC | 0.01% | Add +1.6% | 189 | $11K |
| Venturi Wealth Management, LLC | 0.00% | New | 185 | $11K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 185 | $11K |
| Arax Advisory Partners | 0.00% | Add +1.7% | 177 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 160 | $9K |
| Rialto Wealth Management, LLC | 0.00% | — | 156 | $9K |
| Keener Financial Planning LLC | 0.00% | Add +111.4% | 148 | $8K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 143 | $8K |
| Global Trust Asset Management, LLC | 0.00% | No change | 132 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 125 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 125 | $7K |
| Marquette Associates, Inc. | 0.01% | No change | 129 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 125 | $7K |
| Hopwood Financial Services, Inc. | 0.01% | — | 120 | $7K |
| Peoples Financial Services Corp. | 0.00% | No change | 120 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.9% | 108 | $6K |
| Holos Integrated Wealth LLC | 0.00% | — | 101 | $6K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 98 | $6K |
| Creative Capital Management Investments LLC | 0.00% | New | 93 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 89 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 84 | $5K |
| ORG Partners LLC | 0.00% | No change | 80 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.6% | 65 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -79.5% | 63 | $4K |
| Realta Investment Advisors | 0.00% | New | 50 | $3K |
| West Branch Capital LLC | 0.00% | New | 50 | $3K |
| Modus Advisors, LLC | 0.00% | New | 43 | $2K |
| Concord Wealth Partners | 0.00% | No change | 41 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| Gen-Wealth Partners Inc | 0.00% | No change | 39 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 37 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | Reduce -88.1% | 35 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 32 | $2K |
| PMV Capital Advisers, LLC | 0.00% | — | 31 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 31 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | — | 24 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 21 | $1K |
| WR Wealth Planners, LLC | 0.00% | Add +5.6% | 19 | $1K |
| Brooklyn Investment Group | 0.00% | New | 10 | $575 |
| Crewe Advisors LLC | 0.00% | Reduce -98.4% | 10 | $575 |
| Lanark Financial, Inc. | 0.02% | — | 4 | $231 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 3 | $172 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $57 |
"% 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.