Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q1 2025 (March 31)
1,294holders +2
83new positions
66sold out
6famous investors
$60.64avg. 13F price*

At the end of Q1 2025, 1,294 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 2 from Q4 2024. 83 opened new positions and 66 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($1.2B) and Northern Trust Corp. ($954.2M). 6 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 Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions83$228.1M
Exits66$168.4M

All 13F filers, Q4 2024 → Q1 2025: 19,760,886 shares bought and 18,403,353 shares sold, net +1,357,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,294 holders

Morgan Stanley 0.09% Reduce -1.8% 21,546,583 $1.3B
Bank of America Corp. 0.11% Reduce -1.8% 19,955,714 $1.2B
Northern Trust Corp. 0.14% Reduce -1.2% 15,731,017 $954.2M
Envestnet Asset Management Inc. 0.19% Add +5.5% 9,815,725 $595.4M
PNC Financial Services Group, Inc. 0.24% Reduce -7.4% 7,582,196 $459.9M
Forvis Mazars Wealth Advisors, LLC 9.83% Add +1.0% 6,756,743 $409.9M
UBS Group AG 0.08% Add +10.4% 6,259,442 $379.7M
Raymond James Financial Inc. 0.14% Add +0.2% 5,961,465 $361.6M
CBIZ Investment Advisory Services, LLC 16.72% Add +1.3% 5,626,970 $341.3M
Sanders Capital, LLC 0.48% Add +1.0% 5,328,719 $323.2M
CIBC Asset Management Inc 0.97% Reduce -22.3% 4,822,140 $292.5M
Kestra Investment Management, LLC 5.01% Add +137.8% 4,283,844 $259.9M
WestEnd Advisors, LLC 6.51% Reduce -2.9% 4,046,391 $245.5M
Janney Montgomery Scott LLC 0.69% Reduce -7.3% 4,031,790 $244.6M
Cresset Asset Management, LLC 1.22% Reduce -12.1% 3,995,155 $242.3M
Diversified Trust Co. 5.83% Add +1.4% 3,883,147 $235.6M
Vanguard Group Inc. 0.00% Add +10.0% 3,882,876 $235.5M
Summit Financial, LLC 5.68% Reduce -0.6% 3,340,457 $202.6M
Lincoln National Corp. 6.02% Reduce -0.4% 3,080,713 $186.9M
Stifel Financial Corp. 0.18% Add +27.3% 2,815,871 $170.8M
Baird Financial Group, Inc. 0.31% Add +7.9% 2,682,452 $162.7M
HighTower Advisors, LLC 0.21% Add +2.8% 2,560,128 $155.3M
LPL Financial LLC 0.06% Reduce -3.6% 2,515,411 $152.6M
Cerity Partners LLC 0.31% Add +6.7% 2,512,379 $152.4M
Jones Financial Companies LLLP 0.13% Add +4.9% 2,442,915 $149.0M
Truist Financial Corp. 0.24% Reduce -3.1% 2,431,752 $147.5M
Goldman Sachs Group Inc. 0.03% Add +26.1% 2,394,320 $145.2M
Johnson Investment Counsel Inc. 1.28% Add +8.4% 2,181,104 $132.3M
Strid Group, LLC 20.07% Add +2.0% 2,131,000 $129.3M
Osborne Partners Capital Management, LLC 7.26% Add +1.0% 2,077,105 $126.0M
Wealthspire Advisors, LLC 0.75% Add +106.9% 2,061,456 $125.0M
Blair William & Co. 0.37% Add +2.2% 2,001,576 $121.4M
Euclidean Capital LLC 45.40% Add +96.5% 1,991,884 $120.8M
Howland Capital Management LLC 5.33% Reduce -22.9% 1,970,170 $119.5M
Royal Bank of Canada 0.03% Add +2.3% 1,935,308 $117.4M
Wells Fargo & Company 0.03% Reduce -5.3% 1,917,096 $116.3M
Captrust Financial Advisors 0.29% Add +1.4% 1,909,354 $115.8M
Victory Capital Management Inc. 0.11% Reduce -14.1% 1,813,195 $110.0M
Myriad Asset Management US LP 46.16% New 1,808,599 $109.7M
Allspring Global Investments Holdings, LLC 0.18% Reduce -6.7% 1,710,381 $104.1M
Rockefeller Capital Management L.P. 0.24% Add +2.8% 1,616,120 $98.0M
Brown Advisory Inc. 0.14% Add +15.6% 1,612,768 $97.8M
Commonwealth Equity Services, LLC 0.13% Add +3.9% 1,540,752 $93.5M
Voya Financial Advisors, Inc. 10.28% Add +3.0% 1,527,311 $93.2M
Corient Private Wealth LP 0.14% Reduce -7.7% 1,394,933 $84.6M
Creative Planning 0.08% Add +13.6% 1,358,100 $82.4M
US Bancorp \de 0.11% Add +3.1% 1,321,964 $80.2M
United Services Automobile Association 2.22% Add +5.9% 1,188,515 $72.1M
Means Investment Co., Inc. 7.32% Add +49.1% 1,135,655 $68.9M
Cetera Investment Advisers 0.13% Add +0.2% 1,092,303 $66.3M
Wealthcare Capital Management LLC 6.58% Reduce -1.1% 1,069,144 $64.9M
Laird Norton Wetherby Trust Company, LLC 10.38% Reduce -21.0% 1,063,304 $64.5M
JPMorgan Chase & Co. 0.00% Reduce -65.0% 1,054,842 $64.0M
Glassman Wealth Services 10.69% Add +7.0% 1,053,223 $63.9M
Ameriprise Financial Inc. 0.02% Add +77.9% 1,022,326 $62.0M
HB Wealth Management, LLC 0.50% Reduce -1.5% 973,811 $59.1M
MML Investors Services, LLC 0.20% Reduce -17.1% 966,834 $58.6M
Harding Loevner LP 0.43% Reduce -75.3% 922,513 $56.0M
Efficient Advisors, LLC 3.57% Reduce -3.3% 904,069 $54.8M
Pinnacle Associates Ltd. 0.80% Add +1.5% 900,651 $54.6M
Wharton Business Group, LLC 2.45% Reduce -0.0% 893,152 $54.2M
Patriot Investment Management Group, Inc. 3.97% Add +1.6% 871,189 $52.8M
Osaic Holdings, Inc. 0.12% Add +11.3% 869,398 $52.7M
NewSquare Capital LLC 4.27% Add +7.2% 884,832 $52.3M
Assetmark, Inc. 0.13% Reduce -3.1% 808,939 $49.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.9% 806,283 $48.9M
Bridges Investment Management Inc. 0.69% Reduce -6.3% 789,642 $47.9M
Nisa Investment Advisors, LLC 0.23% No change 769,800 $46.7M
Standpoint Asset Management, LLC 8.43% Add +3.7% 753,900 $45.7M
Compton Wealth Advisory Group, LLC 12.67% Add +3.2% 752,982 $45.7M
Nicholas Hoffman & Company, LLC. 1.73% Reduce -5.0% 751,603 $45.6M
St. Louis Trust Co 6.57% Reduce -1.1% 747,867 $45.4M
Waverly Advisors, LLC 0.55% Add +304.6% 742,392 $45.0M
Flower City Capital 29.08% Add +5.6% 730,944 $44.3M
Cwm, LLC 0.17% Reduce -10.6% 685,613 $41.6M
Moneta Group Investment Advisors LLC 0.56% Reduce -20.2% 675,036 $40.9M
Fort Washington Investment Advisors Inc. 0.25% Add +2.5% 672,979 $40.8M
Cardinal Point Capital Management ULC 3.66% Add +2.2% 656,961 $39.9M
Optas, LLC 6.86% Add +100.4% 650,066 $39.4M
Verus Financial Partners, Inc. 4.48% Reduce -2.4% 660,018 $39.3M
First Horizon Advisors, Inc. 1.10% Add +1.5% 643,456 $39.0M
Valmark Advisers, Inc. 0.59% Add +14.2% 639,472 $38.8M
BIP Wealth, LLC 2.52% Add +4.4% 637,521 $38.7M
Mather Group, Llc. 0.44% Add +4.4% 624,302 $37.9M
DT Investment Partners, LLC 3.65% Reduce -16.4% 624,025 $37.9M
Sage Financial Group Inc. 2.97% Add +14.6% 606,927 $36.8M
Pasadena Private Wealth, LLC 7.10% Add +1.9% 606,514 $36.8M
Blankinship & Foster, LLC 9.14% Reduce -2.3% 597,039 $36.2M
Cullen/Frost Bankers, Inc. 0.50% Add +5.5% 592,690 $36.0M
Charter Oak Capital Management, LLC 3.25% Reduce -5.2% 583,653 $35.4M
MilWealth Group LLC 9.66% Add +1.1% 577,974 $35.1M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -2.1% 540,535 $32.8M
Davis R M Inc. 0.65% Reduce -3.5% 533,727 $32.4M
Mercer Global Advisors Inc. 0.07% Add +41.0% 523,849 $31.8M
Bailard, Inc. 0.81% Reduce -6.2% 518,295 $31.4M
Cambridge Investment Research Advisors, Inc. 0.11% Add +24.6% 515,036 $31.2M
Cornerstone Advisors Asset Management, LLC 6.33% Add +8.9% 509,064 $30.9M
Sentinel Trust Co. Lba 3.61% Add +9.3% 504,317 $30.6M
5th Street Advisors, LLC 14.73% Reduce -0.4% 503,479 $30.5M
Capitolis Liquid Global Markets LLC 0.27% New 503,100 $30.5M
Karpus Management, Inc. 0.98% Add +150.7% 498,627 $30.2M
Wrenne Financial Planning LLC 15.95% Add +8.9% 495,019 $30.0M
Caprock Group, LLC 0.89% Add +0.7% 482,739 $29.3M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -9.6% 479,914 $29.1M
Focus Partners Wealth 0.07% Add +3.0% 468,660 $28.4M
Leonard Rickey Investment Advisors P.L.L.C. 6.10% Reduce -3.0% 477,712 $28.3M
Fifth Third Bancorp 0.11% Reduce 0.0% 455,914 $27.7M
Bank of Montreal 0.01% Reduce -0.6% 455,543 $27.6M
Sage Financial Management Group, Inc. 9.87% Add +6.6% 448,210 $27.2M
Albion Financial Group 1.92% Add +0.8% 447,282 $27.1M
Savant Capital, LLC 0.23% Reduce -23.0% 442,864 $26.9M
LRI Investments, LLC 2.58% Add +1254.0% 440,358 $26.7M
Luminvest Wealth Management LLC 10.61% Reduce -0.5% 424,607 $25.8M
Bluestem Financial Advisors, LLC 12.01% Add +3.1% 423,139 $25.7M
Bank of New York Mellon Corp 0.01% Reduce -4.8% 422,479 $25.6M
Roble, Belko & Company, Inc 4.05% Reduce -0.6% 418,577 $25.4M
Pinnacle Wealth Management Advisory Group, LLC 2.36% Add +4.7% 416,881 $25.3M
Mullooly Asset Management, Inc. 11.25% — 408,675 $24.8M
Avior Wealth Management, LLC 0.94% Reduce -1.3% 408,157 $24.8M
Granby Capital Management, LLC 13.34% No change 408,000 $24.7M
FC Advisory LLC 8.32% Add +2.8% 406,011 $24.6M
Citizens Financial Group Inc. 0.47% Reduce -1.4% 391,186 $23.7M
Sollinda Capital Management LLC 6.52% Add +37.7% 386,512 $23.4M
Citigroup Inc. 0.02% Add +5.0% 385,719 $23.4M
Greenleaf Trust 0.21% Reduce -5.3% 383,223 $23.2M
Newton One Investments LLC 8.29% Add +5.8% 382,223 $23.2M
Van Cleef Asset Management,Inc 2.51% Add +1.5% 366,543 $22.2M
BNP Paribas Financial Markets 0.02% Add +224.9% 356,499 $21.6M
National Bank of Canada 0.03% Add +1090.0% 351,483 $21.3M
Bessemer Group Inc. 0.04% Reduce -6.7% 350,600 $21.3M
Stratos Investment Management, LLC 1.13% Reduce -3.1% 348,609 $21.1M
Stonebridge Capital Advisors LLC 1.70% Add +181.2% 344,653 $20.9M
Whittier Trust Co. 0.29% Reduce -1.2% 342,124 $20.7M
Agf Management Ltd. 0.11% Reduce -8.3% 341,738 $20.7M
Pathstone Holdings, LLC 0.09% Add +8.6% 331,590 $20.1M
Aspiriant, LLC 0.68% Add +0.9% 324,744 $19.7M
Kestra Advisory Services, LLC 0.10% Reduce -9.2% 324,145 $19.7M
Telos Capital Management, Inc. 2.13% Add +3.2% 322,317 $19.6M
Stonehage Fleming Financial Services Holdings Ltd 0.67% Add +45.6% 313,972 $19.0M
Topsail Wealth Management, LLC 3.83% Add +0.3% 310,073 $18.8M
OneDigital Investment Advisors LLC 0.22% Add +7.0% 302,916 $18.4M
Wealthcare Advisory Partners LLC 0.49% Reduce -17.3% 300,305 $18.2M
Tolleson Wealth Management, Inc. 3.49% Reduce -1.1% 298,150 $18.1M
Empower Advisory Group, LLC 0.06% Reduce -4.5% 291,540 $17.7M
Allworth Financial LP 0.10% Add +0.3% 285,373 $17.6M
Clear Harbor Asset Management, LLC 1.38% Add +19.9% 286,088 $17.4M
AllGen Financial Advisors, Inc. 4.92% Add +20.8% 273,917 $16.6M
Define Financial, LLC 12.19% Add +7.0% 273,160 $16.0M
BLB&B Advisors, LLC 0.81% Add +2.4% 260,971 $15.8M
Lido Advisors, LLC 0.09% Reduce -7.1% 259,063 $15.7M
Ballast, Inc. 4.44% Add +0.6% 258,698 $15.7M
Mb, Levis & Associates, LLC 7.27% Add +0.1% 258,269 $15.7M
&partners 0.16% Add +1.6% 251,558 $15.5M
Natixis Advisors, LLC 0.03% Add +2.5% 252,545 $15.3M
Bartlett & Co. Wealth Management LLC 0.23% Reduce -1.1% 251,710 $15.3M
Stephens Inc. 0.22% Add +0.9% 251,353 $15.2M
Boston Standard Wealth Management, LLC 3.34% Reduce -6.6% 259,208 $15.2M
ETF Portfolio Partners, Inc. 4.56% Reduce -11.9% 250,026 $15.2M
Beacon Wealthcare LLC 6.16% Add +2.0% 249,683 $15.1M
Five Pine Wealth Management 12.32% Add +4.5% 249,524 $15.1M
River Wealth Advisors LLC 2.10% Reduce -4.2% 249,218 $15.1M
TL Private Wealth 7.30% Add +0.4% 272,041 $14.7M
SouthState Bank Corp 0.67% Add +0.1% 242,204 $14.7M
Firestone Capital Management 3.83% Reduce -0.2% 240,766 $14.6M
Berkshire Asset Management LLC 0.70% Add +5.1% 231,606 $14.6M
Performa Ltd (US), LLC 4.84% Add +35.3% 239,899 $14.6M
Chesley Taft & Associates LLC 0.69% Reduce -2.2% 236,884 $14.4M
Main Management LLC 1.25% Add +0.2% 234,421 $14.2M
Valley Financial Group, Inc. 9.40% Add +10.4% 233,441 $14.2M
Coldstream Capital Management Inc. 0.30% Add +3.1% 231,400 $14.0M
JMG Financial Group, Ltd. 0.47% Add +1.9% 230,044 $14.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.26% Reduce -11.2% 228,176 $13.8M
Woodmont Investment Counsel LLC 0.98% Add +9.4% 224,770 $13.6M
Associated Banc-Corp 0.41% Add +12.0% 221,822 $13.5M
FMR LLC 0.00% Add +25.7% 221,659 $13.4M
Mariner, LLC 0.02% Reduce -1.6% 220,715 $13.4M
Ballentine Partners, LLC 0.23% Reduce -0.1% 219,793 $13.3M
Atria Wealth Solutions, Inc. 0.16% Reduce -2.2% 219,336 $13.3M
Susquehanna International Group, LLP 0.02% Add +756.7% 219,112 $13.3M
Badgley Phelps Wealth Managers, LLC 0.32% Reduce -14.4% 217,265 $13.2M
Evergreen Capital Management LLC 0.44% Add +10.6% 215,888 $13.1M
TrueWealth Financial Partners 7.90% Reduce -14.0% 215,674 $13.1M
Triune Financial Partners, LLC 4.09% Reduce -1.7% 212,234 $12.9M
Callan Capital, LLC 0.95% Reduce -3.6% 212,032 $12.9M
Journey Beyond Wealth, LLC 11.97% Reduce -5.2% 211,113 $12.8M
Scissortail Wealth Management, LLC 3.28% Add +3.2% 210,645 $12.8M
Madison Asset Management, LLC 0.14% Add +4.5% 208,218 $12.6M
Astoria Strategic Wealth, Inc. 3.68% Reduce -1.2% 206,555 $12.5M
Dakota Wealth Management 0.29% Add +3.6% 204,924 $12.4M
Compass Planning Associates Inc 12.47% Add +7.6% 203,402 $12.3M
Hillcrest Wealth Advisors - NY, LLC 6.02% Reduce -0.3% 200,304 $12.2M
Comerica Bank 0.05% Reduce -6.5% 200,081 $12.1M
Avalon Advisory Group 5.67% Add +3.8% 198,329 $12.0M
Country Club Bank 0.81% Add +0.2% 195,964 $12.0M
CKW Financial Group 1.46% Add +4.6% 191,402 $11.6M
Coston, McIsaac & Partners 3.32% Add +4.4% 187,575 $11.4M
DAVENPORT & Co LLC 0.07% Reduce -10.3% 185,706 $11.3M
Deane Retirement Strategies, Inc. 5.35% New 184,958 $11.2M
MAI Capital Management 0.08% Add +2.6% 183,052 $11.1M
SCS Capital Management LLC 0.14% Add +55.1% 181,799 $11.0M
AMG National Trust Bank 0.31% Add +0.8% 181,281 $11.0M
WASHINGTON TRUST Co 0.42% Add +3.5% 180,417 $10.9M
D.A. Davidson & Co. 0.09% Add +2.4% 180,115 $10.9M
Ifrah Financial Services, Inc. 3.05% Reduce -1.8% 175,186 $10.6M
NewEdge Advisors, LLC 0.06% Add +5.6% 168,981 $10.3M
United Capital Financial Advisors, LLC 0.09% Add +6.6% 167,937 $10.2M
Archer Investment Management, LLC 7.03% Add +0.7% 167,499 $10.2M
Seeds Investor LLC 2.85% Reduce -1.5% 167,421 $10.2M
Wesbanco Bank Inc. 0.35% Add +17.7% 167,294 $10.1M
Avantax Advisory Services, Inc. 0.06% Reduce -0.9% 165,858 $10.1M
Heritage Investors Management Corp. 0.34% Reduce -1.0% 165,583 $10.0M
M&T Bank Corp 0.04% Reduce -0.1% 165,038 $10.0M
Capital Investment Advisory Services, LLC 0.89% Add +40.9% 163,663 $9.9M
Baltimore-Washington Financial Advisors, Inc. 0.53% Reduce -0.1% 162,589 $9.9M
Beacon Pointe Advisors, LLC 0.11% Add +0.6% 161,892 $9.8M
Accredited Investors Inc. 0.60% Reduce -71.2% 159,831 $9.7M
Joel Isaacson & Co., LLC 0.44% Add +2.5% 158,550 $9.6M
Dunhill Financial, LLC 4.35% Add +2.6% 157,847 $9.6M
Whittier Trust Co. of Nevada Inc. 0.24% Reduce -3.5% 156,940 $9.5M
VSM Wealth Advisory, LLC 3.39% Reduce -0.5% 155,479 $9.4M
VERITY Wealth Advisors 6.91% Reduce -0.1% 153,730 $9.3M
Monterey Private Wealth, Inc. 2.63% Add +2.0% 147,127 $8.9M
Principia Wealth Advisory, LLC 8.60% Add +12.7% 153,468 $8.9M
Cherry Tree Wealth Management, LLC 2.15% Reduce -0.0% 146,952 $8.9M
Pinnacle Financial Partners Inc 0.18% Add +0.2% 146,555 $8.9M
Axis Capital Holdings Ltd. 3.84% No change 146,362 $8.9M
Sanctuary Advisors, LLC 0.06% Add +4.8% 145,999 $8.9M
Park Avenue Securities LLC 0.11% Add +38.4% 145,717 $8.8M
Quantinno Capital Management LP 0.06% Add +402.9% 145,082 $8.8M
Pinnacle Financial Group, LLC / IL 3.18% Add +4.3% 144,358 $8.8M
Avion Wealth 2.24% Add +0.3% 152,224 $8.7M
Federation des caisses Desjardins du Quebec 0.04% Reduce -6.0% 143,871 $8.7M
OLIO Financial Planning 2.99% Add +13.2% 142,548 $8.6M
Beaird Harris Wealth Management, LLC 0.73% Reduce -3.7% 140,937 $8.5M
Brave Asset Management Inc. 2.65% Add +306.2% 138,980 $8.4M
Chatham Capital Group, Inc. 1.40% Reduce -1.6% 138,565 $8.4M
Curi Capital, LLC 0.20% Add +9.8% 136,803 $8.3M
Manchester Capital Management LLC 1.02% Reduce -4.3% 136,448 $8.3M
Balanced Wealth Group LLC 3.99% Add +1.0% 136,119 $8.3M
Benchmark Wealth Management, LLC 3.98% Add +4.0% 135,632 $8.2M
Financial Management Professionals, Inc. 1.01% Add +11.8% 130,616 $7.9M
LaSalle St. Investment Advisors, LLC 1.86% New 130,265 $7.9M
Phillips Financial Management, LLC 0.60% Reduce -2.8% 127,883 $7.8M
Archvest Wealth Advisors, Inc. 6.38% Reduce -6.7% 127,092 $7.7M
NewEdge Wealth, LLC 0.14% Reduce -6.2% 126,868 $7.7M
Columbia River Financial Group, LLC 5.10% Reduce -5.7% 125,835 $7.6M
Avidian Wealth Enterprises, LLC 0.34% Reduce -2.6% 124,381 $7.5M
F/m Investments LLC 0.30% Add +1.3% 123,736 $7.5M
Berkeley Capital Partners, LLC 2.05% Add +0.7% 122,619 $7.4M
Lam Group, Inc. 5.43% Reduce -0.2% 121,647 $7.4M
Quest Investment Management LLC 0.91% New 120,636 $7.3M
Clearstead Advisors, LLC 0.11% Reduce -35.6% 119,833 $7.3M
MorganRosel Wealth Management, LLC 2.20% Reduce -4.5% 119,496 $7.2M
Ti-Trust, Inc. 4.72% Add +5.9% 117,557 $7.1M
Perigon Wealth Management, LLC 0.18% Add +5.8% 116,792 $7.1M
Kraft, Davis & Associates, LLC 2.27% Add +1.8% 115,752 $7.0M
Lodestar Private Asset Management LLC 0.87% Add +0.3% 113,743 $6.9M
Idaho Trust Co 2.78% Add +2.1% 112,341 $6.8M
Balentine LLC 0.28% Reduce -0.0% 112,027 $6.8M
Bahl & Gaynor LLC 0.03% Reduce -3.5% 111,584 $6.8M
PDS Planning, Inc 0.57% Reduce -4.6% 111,502 $6.8M
NorthCoast Asset Management LLC 0.03% Add +25.5% 111,355 $6.8M
Twin Focus Capital Partners, LLC 1.03% Reduce -0.1% 109,727 $6.7M
Kestra Private Wealth Services, LLC 0.11% Add +1.6% 108,942 $6.6M
Hall Capital Management Co. Inc. 3.05% Add +12.4% 108,644 $6.6M
Hughes Financial Services, LLC 1.28% Reduce -1.3% 107,716 $6.6M
Commerce Bank 0.04% Add +6.1% 107,672 $6.5M
WBH Advisory Inc. 0.60% Add +3.4% 106,276 $6.4M
Cary Street Partners Financial LLC 0.20% Reduce -14.6% 106,111 $6.4M
Wolf Group Capital Advisors 2.15% Add +95.7% 105,618 $6.4M
Sequoia Financial Advisors, LLC 0.05% Add +5.9% 104,127 $6.3M
Freestone Capital Holdings, LLC 0.23% Reduce -2.5% 103,194 $6.3M
Adams Wealth Management 1.23% New 102,899 $6.2M
CacheTech Inc. 1.22% New 102,899 $6.2M
AlTi Global, Inc. 0.16% Add +143.1% 102,151 $6.2M
Equitable Holdings, Inc. 0.06% Add +177.2% 101,809 $6.2M
Fee-Only Financial Planning, L.C. 4.18% Reduce -0.4% 100,841 $6.1M
Agate Pass Investment Management, LLC 2.58% Reduce -1.9% 99,591 $6.0M
Wade Financial Advisory, Inc 2.05% Reduce -5.8% 98,700 $6.0M
IFP Advisors, Inc 0.18% Add +4.6% 97,898 $5.9M
Trust Co. of Vermont 0.30% Add +1.6% 97,773 $5.9M
Atria Investments, Inc 0.08% Reduce -45.6% 97,736 $5.9M
Mgo One Seven LLC 0.23% Add +240.7% 96,847 $5.9M
Breakwater Investment Management 2.51% Add +0.4% 96,824 $5.9M
Allegiance Financial Group Advisory Services LLC 1.78% Reduce -8.4% 96,546 $5.9M
Industrial Alliance Investment Management Inc. 4.64% No change 95,873 $5.8M
Modern Wealth Management, LLC 0.19% New 95,625 $5.8M
IMA Advisory Services, Inc. 0.68% Add +9.0% 94,113 $5.7M
Welch & Forbes LLC 0.07% Reduce -7.0% 93,247 $5.7M
PFG Advisors 0.31% Add +30.9% 91,978 $5.6M
North Star Asset Management Inc. 0.25% Reduce -1.4% 91,415 $5.5M
Franklin Resources Inc. 0.00% Add +18.1% 90,694 $5.5M
CIBC Private Wealth Group LLC 0.01% Reduce -4.1% 100,236 $5.4M
Transcend Capital Advisors, LLC 0.39% Add +0.8% 88,871 $5.4M
MeadowBrook Investment Advisors LLC 5.10% Reduce -0.1% 88,383 $5.4M
QRG Capital Management, Inc. 0.05% Reduce -20.2% 84,995 $5.2M
BBR Partners, LLC 0.36% Add +27.7% 84,911 $5.2M
Evercore Wealth Management, LLC 0.08% Reduce -1.5% 84,420 $5.1M
Focus Partners Advisor Solutions, LLC 0.08% Add +3.2% 83,912 $5.1M
Integrated Advisors Network LLC 0.26% Add +1.4% 83,870 $5.1M
Advisor Resource Council 0.41% Add +1583.1% 83,447 $5.1M
Hartmann Taylor Wealth Management, LLC 4.52% — 83,173 $5.0M
HSBC Holdings PLC 0.00% Add +21.4% 82,576 $5.0M
Next Level Wealth Planning, LLC 3.79% Reduce -19.0% 82,455 $5.0M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -10.9% 82,091 $5.0M
Simon Quick Advisors, LLC 0.28% Reduce -0.7% 82,071 $5.0M
GFS Advisors, LLC 0.98% Add +7.1% 80,857 $4.9M
Wedmont Private Capital 0.25% Add +30.0% 83,445 $4.9M
Advocate Group LLC 0.89% Add +4.7% 80,383 $4.9M
Pure Financial Advisors, LLC 0.10% Add +1.4% 79,716 $4.8M
Trust Point Inc. 0.44% Reduce -68.6% 79,463 $4.8M
Altura Wealth Advisors Inc. 3.19% Add +42.5% 79,346 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Add +13.6% 78,558 $4.8M
Tennessee Valley Asset Management Partners 0.78% Add +3.0% 78,352 $4.8M
One Capital Management, LLC 0.16% Add +13.9% 77,829 $4.7M
Wealthspire Retirement, LLC 0.37% Reduce -12.7% 76,815 $4.7M
Sapient Capital LLC 0.09% Add +1.4% 76,199 $4.6M
Compass Ion Advisors, LLC 0.54% Reduce -3.7% 76,100 $4.6M
Kiley Juergens Wealth Management, LLC 1.23% Add +6.4% 75,924 $4.6M
CGN Advisors LLC 0.44% Add +9.7% 74,748 $4.5M
Barrett & Company, Inc. 1.91% Reduce -3.1% 73,246 $4.4M
Black Diamond Financial, LLC 0.66% Reduce -1.5% 72,194 $4.4M
Addis & Hill, Inc 3.05% Reduce -1.9% 72,064 $4.4M
Wealthfront Advisers LLC 0.01% Add +28.4% 71,897 $4.4M
Alta Advisers Ltd 1.81% Reduce -1.2% 70,172 $4.3M
Pine Valley Investments Ltd Liability Co 0.27% Add +10.8% 69,892 $4.2M
Graves Light Lenhart Wealth, Inc. 0.52% Reduce -0.4% 69,860 $4.2M
Zions Bancorporation, National Association 0.27% — 69,848 $4.2M
Cadence Wealth Management LLC 3.06% Reduce -2.2% 68,280 $4.1M
CW Advisors, LLC 0.05% Reduce -0.2% 67,923 $4.1M
Facet Wealth, Inc. 0.11% Add +1.9% 64,481 $4.1M
Fiduciary Trust Co 0.05% Reduce -41.7% 66,563 $4.0M
Sawgrass Asset Management LLC 0.49% No change 65,946 $4.0M
3Chopt Investment Partners, LLC 1.05% Add +5.6% 65,856 $4.0M
Schroder Investment Management Group 0.00% No change 65,800 $4.0M
Disciplined Investors, L.L.C. 3.58% Reduce -0.7% 65,379 $4.0M
Apollon Wealth Management, LLC 0.09% Add +4.6% 65,354 $4.0M
Lansing Street Advisors 1.33% Reduce -2.2% 65,343 $4.0M
Caliber Wealth Management, LLC / KS 0.54% — 64,992 $3.9M
City of London Investment Management Co. Ltd. 0.42% Reduce -64.9% 64,620 $3.9M
Bluespring Wealth Management, LLC 0.40% Reduce -12.1% 64,204 $3.9M
Foundation Wealth Management, LLC\PA 1.83% Reduce -1.9% 63,391 $3.8M
Migdal Insurance & Financial Holdings Ltd. 0.05% New 62,846 $3.8M
Northeast Investment Management 0.18% Reduce -1.2% 62,152 $3.8M
Spinnaker Trust 0.25% Reduce -44.5% 62,101 $3.8M
Peapack Gladstone Financial Corp. 0.06% Add +7.0% 62,034 $3.8M
Tiaa Trust, National Association 0.01% Reduce -4.3% 61,853 $3.8M
Portland Global Advisors LLC 0.47% Reduce -13.4% 61,746 $3.7M
Upper Left Wealth Management, LLC 2.67% Reduce -14.5% 61,418 $3.7M
Stratos Wealth Partners, LTD. 0.06% Reduce -4.2% 61,353 $3.7M
Ritholtz Wealth Management 0.11% Reduce -22.7% 61,279 $3.7M
Advisor OS, LLC 0.42% Reduce -15.4% 61,072 $3.7M
Fiduciary Financial Group, LLC 0.79% Add +11.4% 63,909 $3.6M
Rwa Wealth Partners, LLC 0.05% Add +34.0% 59,481 $3.6M
Wilson & Boucher Capital Management, LLC 2.67% Reduce -2.0% 59,083 $3.6M
Coastline Trust Co 0.44% No change 58,500 $3.5M
Kingsview Wealth Management, LLC 0.07% Reduce -1.3% 57,997 $3.5M
Richard P Slaughter Associates Inc 0.82% Reduce -40.9% 57,735 $3.5M
SOL Capital Management CO 0.38% Reduce -12.6% 57,415 $3.5M
Alpine Bank Wealth Management 0.56% — 57,371 $3.5M
Dorsey & Whitney Trust CO LLC 0.20% No change 56,952 $3.5M
Fiduciary Advisors, Inc. 3.41% Add +1.1% 56,890 $3.5M
Pine Ridge Advisers LLC 0.30% Add +1484.5% 56,822 $3.4M
TD Private Client Wealth LLC 0.09% Reduce -1.1% 56,519 $3.4M
Prospera Financial Services Inc 0.08% Reduce -4.4% 56,422 $3.4M
Integrated Wealth Concepts LLC 0.04% Reduce -55.7% 56,347 $3.4M
First PREMIER Bank 0.87% Reduce -40.6% 56,316 $3.4M
Lumbard & Kellner, LLC 1.49% Add +5.1% 55,700 $3.4M
JNBA Financial Advisors 0.35% Reduce -3.0% 55,637 $3.4M
Professional Financial Advisors, LLC 0.83% Add +0.5% 53,950 $3.3M
Quantum Capital Management, LLC / NJ 0.34% New 53,903 $3.3M
Fiducient Advisors LLC 0.40% Add +15.3% 53,197 $3.2M
Aufman Associates Inc 2.21% Reduce -0.6% 52,962 $3.2M
Values Added Financial LLC 1.77% No change 52,546 $3.2M
Cloud Capital Management, LLC 2.24% — 52,093 $3.2M
Marquette Associates, Inc. 3.15% Add +40187.6% 51,971 $3.2M
Benchmark Financial Wealth Advisors, LLC 1.19% Reduce -9.1% 51,915 $3.1M
Algorithmic Investment Models, LLC 2.32% Reduce -15.8% 51,830 $3.1M
DF Dent & Co. Inc. 0.04% No change 51,522 $3.1M
Security Financial Services, INC. 0.62% Reduce -5.0% 51,323 $3.1M
Clark Asset Management, LLC 0.52% Reduce -12.3% 51,260 $3.1M
Klingman & Associates, LLC 0.19% Add +27.4% 51,137 $3.1M
Prospera Capital Management, LLC 1.99% Add +0.0% 50,957 $3.1M
Stokes Family Office, LLC 0.34% Add +2.3% 50,207 $3.0M
Parsons Capital Management Inc. 0.17% Add +0.0% 50,114 $3.0M
Turtle Creek Wealth Advisors, LLC 0.45% Add +0.2% 49,901 $3.0M
Sage Mountain Advisors LLC 0.22% Reduce -4.4% 49,587 $3.0M
Newman Dignan & Sheerar, Inc. 0.82% Add +0.3% 49,531 $3.0M
Northeast Financial Consultants Inc 0.13% Reduce -0.2% 49,044 $3.0M
Goldstone Financial Group, LLC 0.45% New 49,002 $3.0M
Wilmington Savings Fund Society, FSB 0.05% Add +6.2% 48,183 $2.9M
Family Wealth Partners, LLC 1.33% Reduce -1.7% 48,021 $2.9M
Sigma Planning Corp 0.09% Reduce -1.3% 47,928 $2.9M
Bank of New Hampshire 0.76% Reduce -2.3% 47,677 $2.9M
Providence First Trust Co 1.17% Reduce -0.8% 47,649 $2.9M
Camelot Portfolios, LLC 1.75% Add +75.2% 46,601 $2.8M
Northstar Group, Inc. 0.48% Add +11.5% 46,322 $2.8M
Flputnam Investment Management Co. 0.05% Reduce -8.8% 46,139 $2.8M
Strategic Financial Concepts, LLC 0.52% Reduce -0.3% 46,084 $2.8M
RFG Advisory, LLC 0.08% Add +86.8% 46,072 $2.8M
NYL Investors LLC 0.18% Reduce -10.0% 45,700 $2.8M
Financial Advisory Corp 0.46% Reduce -14.0% 45,499 $2.8M
Tortoise Investment Management, LLC 0.28% Reduce -1.6% 44,838 $2.7M
Mayflower Financial Advisors, LLC 0.41% Add +0.4% 44,606 $2.7M
Keybank National Association 0.01% Reduce -1.1% 44,602 $2.7M
Wealthcare Capital Partners, LLC 1.39% Reduce -33.6% 44,427 $2.7M
Evergreen Wealth Management, LLC 1.61% Add +55.2% 44,362 $2.7M
Westwood Holdings Group Inc. 0.02% Reduce -15.7% 44,157 $2.7M
Flagship Harbor Advisors, LLC 0.14% Reduce -1.6% 43,830 $2.7M
DHK Financial Advisors, Inc. 1.46% Add +0.0% 43,733 $2.7M
Thompson Siegel & Walmsley LLC 0.04% Reduce -2.3% 43,575 $2.6M
Trevian Wealth Management LLC 1.87% Reduce -4.7% 43,341 $2.6M
Private Advisor Group, LLC 0.02% Add +3.3% 43,307 $2.6M
Beacon Bank & Trust 0.63% Add +19.9% 42,688 $2.6M
Factor Wealth Management LTD 0.79% Add +5.0% 42,378 $2.6M
Meridian Wealth Management, LLC 0.12% Reduce -1.3% 42,007 $2.5M
First American Trust, FSB 0.23% Add +30.5% 42,003 $2.5M
Spire Wealth Management 0.08% Reduce -0.8% 41,819 $2.5M
Carret Asset Management, LLC 0.28% Add +4.3% 41,553 $2.5M
Choreo, LLC 0.04% Reduce -1.0% 41,503 $2.5M
Gibraltar Capital Management, Inc. 0.54% New 41,489 $2.5M
Howe & Rusling Inc. 0.21% Reduce -7.0% 41,166 $2.5M
SWP Financial LLC 1.52% Reduce -0.3% 41,150 $2.5M
Bleakley Financial Group, LLC 0.08% Reduce -1.4% 41,106 $2.5M
Gibson Wealth Advisors LLC 1.96% Add +3.5% 40,362 $2.4M
RBF Capital, LLC 0.15% No change 40,000 $2.4M
Atlas Capital Advisors Inc. 0.30% Add +3.8% 39,402 $2.4M
Burke & Herbert Bank & Trust Co. 0.57% Add +11.5% 39,052 $2.4M
Burling Wealth Partners, LLC 0.49% Reduce -0.9% 38,656 $2.3M
Creekside Partners 1.22% Add +9.2% 38,369 $2.3M
Gotham Asset Management 0.02% Add +1.8% 38,365 $2.3M
Betterment LLC 0.01% Reduce -39.4% 38,151 $2.3M
Continental Investors Services, Inc. 4.59% Reduce -4.6% 38,118 $2.3M
Sightline Wealth Advisors, LLC 1.22% Add +8.4% 38,027 $2.3M
Post Resch Tallon Group Inc. 2.37% Reduce -2.6% 38,047 $2.3M
Beacon Investment Advisory Services, Inc. 0.11% Add +2.1% 37,836 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.32% Reduce -1.8% 37,784 $2.3M
Common Fund for Nonprofit Organizations 0.25% Add +78.8% 37,477 $2.3M
Meridian Wealth Partners, LLC 0.36% Reduce -14.3% 37,462 $2.3M
Centennial Bank 1.08% Add +29.1% 37,276 $2.3M
Daymark Wealth Partners, LLC 0.10% Add +0.1% 37,145 $2.3M
Raffa Wealth Management, LLC 0.51% Reduce -3.4% 37,013 $2.2M
Insigneo Advisory Services, LLC 0.23% Reduce -2.2% 36,866 $2.2M
Gateway Wealth Partners, LLC 0.50% Add +3.2% 36,595 $2.2M
Carnegie Investment Counsel 0.05% Add +20.6% 39,802 $2.2M
Mission Wealth Management, LP 0.06% Reduce -0.7% 36,416 $2.2M
Snowden Capital Advisors LLC 0.07% Add +21.9% 36,333 $2.2M
AQR Capital Management 0.00% Add +16.5% 36,240 $2.2M
Red Mountain Financial, LLC 2.67% Add +2.5% 36,107 $2.2M
Journey Advisory Group, LLC 0.18% Reduce -9.7% 36,101 $2.2M
Great Valley Advisor Group, Inc. 0.05% Add +2.1% 35,812 $2.2M
Lowe Brockenbrough & Co. Inc. 0.14% No change 35,770 $2.2M
Leavell Investment Management, Inc. 0.11% Reduce -0.0% 35,635 $2.2M
Ramiah Investment Group 2.06% Reduce -12.9% 35,427 $2.1M
Ironwood Financial, llc 0.46% Add +7.3% 35,366 $2.1M
Cannon Advisors, Inc. 1.97% Reduce -0.5% 35,298 $2.1M
Webster Bank, N. A. 0.24% Add +1.2% 35,284 $2.1M
OneAscent Financial Services LLC 0.14% Add +87.6% 35,146 $2.1M
Baker Ellis Asset Management LLC 0.31% Add +2.6% 35,126 $2.1M
Falcon Wealth Planning 0.23% Reduce -2.0% 34,804 $2.1M
Exencial Wealth Advisors, LLC 0.08% Add +0.9% 34,778 $2.1M
Grove Street Fiduciary, LLC 1.07% Add +0.5% 34,692 $2.1M
Truepoint, Inc. 0.06% Reduce -2.2% 34,440 $2.1M
Nwam LLC 0.18% Reduce -67.0% 34,429 $2.1M
Sax Wealth Advisors, LLC 0.15% New 34,369 $2.1M
Brighton Jones LLC 0.07% Add +10.3% 34,215 $2.1M
True Link Financial Advisors, LLC 0.15% New 34,013 $2.1M
Russell Investments Group, Ltd. 0.00% Add +62.9% 33,887 $2.1M
Compass Advisory Group LLC 0.71% Add +3.8% 33,681 $2.0M
Mutual Advisors, LLC 0.06% Add +74.4% 33,013 $2.0M
Myecfo, LLC 1.08% Reduce -3.3% 33,653 $2.0M
Snider Financial Group 0.66% Add +0.6% 33,482 $2.0M
Anderson Hoagland & Co. 0.24% Reduce -1.3% 37,376 $2.0M
Cowa, LLC 0.86% Reduce -3.8% 33,321 $2.0M
Unconventional Investor, LLC 1.19% Reduce -5.5% 33,068 $2.0M
Columbus Macro, LLC 0.26% New 33,050 $2.0M
Shoker Investment Counsel, Inc. 0.67% Reduce -0.1% 32,792 $2.0M
StoneX Group Inc. 0.11% Add +0.8% 32,789 $2.0M
Cobblestone Capital Advisors LLC 0.11% Reduce -2.6% 32,654 $2.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.12% Reduce -9.6% 32,606 $2.0M
Cibc World Market Inc. 0.00% Add +10.0% 32,592 $2.0M
Monograph Wealth Advisors, LLC 0.27% No change 32,565 $2.0M
Baron Silver Stevens Financial Advisors, LLC 0.34% Add +11.6% 32,105 $1.9M
Gilman Hill Asset Management, LLC 0.34% Add +5.1% 32,040 $1.9M
Kanawha Capital Management LLC 0.15% Reduce -0.7% 32,015 $1.9M
Boltwood Capital Management 0.59% Reduce -5.0% 31,974 $1.9M
Patten Group, Inc. 0.44% Add +10.0% 31,656 $1.9M
Staley Capital Advisers Inc. 0.09% No change 31,611 $1.9M
Coppell Advisory Solutions LLC 0.26% Add +69.7% 30,587 $1.9M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.3% 31,373 $1.9M
Abacus Planning Group, Inc. 0.33% Reduce -0.2% 31,260 $1.9M
S&co Inc. 0.13% No change 31,256 $1.9M
Minot DeBlois Advisors LLC 1.89% Add +0.7% 31,223 $1.9M
Grandfield & Dodd, LLC 0.12% No change 31,213 $1.9M
Family CFO Inc 1.04% No change 31,186 $1.9M
Charis Legacy Partners, LLC 3.58% Add +11.5% 31,176 $1.9M
Advisory Services Network, LLC 0.04% Add +44.6% 31,126 $1.9M
Simplicity Wealth,LLC 0.15% New 30,991 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.91% Add +0.3% 30,828 $1.9M
Modera Wealth Management, LLC 0.02% Add +36.7% 30,403 $1.8M
Miller Investment Management, LP 0.20% Reduce -0.5% 30,290 $1.8M
Sage Rhino Capital LLC 0.42% Reduce -3.2% 30,055 $1.8M
CORDA Investment Management, LLC. 0.14% Reduce -20.9% 29,935 $1.8M
Main Street Financial Solutions, LLC 0.16% Add +18.5% 29,571 $1.8M
Boston Family Office LLC 0.13% Reduce -7.2% 29,470 $1.8M
Synergy Asset Management, LLC 0.23% Reduce -38.1% 29,445 $1.8M
Howard Wealth Management, LLC 0.99% Reduce -7.6% 29,321 $1.8M
Tanglewood Wealth Management, Inc. 0.20% Reduce -17.4% 29,319 $1.8M
Apella Capital, LLC 0.06% Reduce -1.4% 30,268 $1.8M
Whitegate Investment Counselors, Inc. 0.62% Add +44.4% 28,898 $1.8M
Sabal Trust CO 0.10% Add +0.1% 28,884 $1.8M
Marcum Wealth, LLC 0.15% Reduce -0.3% 28,795 $1.7M
Partners in Financial Planning 0.35% Reduce -1.9% 28,778 $1.7M
Cardiff Park Advisors, LLC 0.17% Reduce -3.6% 28,567 $1.7M
Litman Gregory Wealth Management LLC 0.15% Reduce -7.8% 28,449 $1.7M
Accredited Wealth Management, LLC 1.45% Reduce -2.6% 28,317 $1.7M
Allen Investment Management, LLC 0.02% Add +3.9% 28,293 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +15.9% 27,797 $1.7M
Roundview Capital LLC 0.12% Add +14.6% 27,844 $1.7M
Operose Advisors LLC 0.55% No change 27,272 $1.7M
M Holdings Securities, Inc. 0.28% Add +11.3% 27,255 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +199.7% 27,146 $1.6M
Old North State Trust, LLC 1.03% No change 28,165 $1.6M
BluePointe Capital Management, LLC 0.60% Add +81.6% 25,981 $1.6M
Tobias Financial Advisors, Inc. 0.30% Add +5.8% 25,765 $1.6M
Smithfield Trust Co 0.08% Reduce -15.0% 26,004 $1.6M
Mengis Capital Management, Inc. 0.33% Add +0.9% 25,748 $1.6M
Atlantic Private Wealth, LLC 1.15% No change 25,715 $1.6M
J.W. Cole Advisors, Inc. 0.05% Add +21.6% 25,531 $1.5M
Thrive Capital Management, LLC 0.92% New 32,965 $1.5M
Montecito Bank & Trust 0.27% No change 25,366 $1.5M
RS Crum Inc. 0.41% No change 25,260 $1.5M
Ascent Group, LLC 0.07% Reduce -19.2% 25,160 $1.5M
Intrepid Family Office LLC 2.26% New 25,000 $1.5M
American Capital Advisory, LLC 0.82% Reduce -2.0% 24,956 $1.5M
Chapin Davis, Inc. 0.52% Add +14.2% 24,938 $1.5M
Engineers Gate Manager LP 0.03% New 24,824 $1.5M
Signet Financial Management, LLC 0.20% Reduce -14.7% 24,659 $1.5M
Long Island Wealth Management, Inc. 0.91% Add +1.2% 24,505 $1.5M
Warner Financial, Inc. 0.66% Add +0.1% 24,502 $1.5M
Financial Insights, Inc. 0.59% No change 24,434 $1.5M
Saxon Interests, Inc. 0.69% Add +0.3% 24,371 $1.5M
Belpointe Asset Management LLC 0.08% Reduce -52.0% 24,348 $1.5M
Visionary Wealth Advisors 0.09% Add +0.3% 24,320 $1.5M
Capital Advisors, Ltd. LLC 0.19% Reduce -14.8% 24,111 $1.5M
Sand Hill Global Advisors, LLC 0.06% No change 24,058 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +11.1% 24,007 $1.5M
HM Payson & Co. 0.03% Add +2.9% 23,840 $1.4M
Parallel Advisors, LLC 0.03% Reduce -0.8% 23,614 $1.4M
Wedbush Securities Inc. 0.05% Reduce -4.9% 23,579 $1.4M
Northwest Wealth Management, LLC 0.28% Reduce -4.4% 23,539 $1.4M
Connecticut Wealth Management, LLC 0.07% Reduce -71.4% 23,487 $1.4M
First Heartland Consultants, Inc. 0.15% Add +22.6% 23,386 $1.4M
Ieq Capital, LLC 0.01% Add +97.2% 23,154 $1.4M
New England Private Wealth Advisors LLC 0.22% Add +0.1% 23,098 $1.4M
Siligmueller & Norvid Wealth Advisors LLC 0.59% Add +0.3% 22,254 $1.4M
Tocqueville Asset Management L.P. 0.02% No change 23,050 $1.4M
Kingswood Wealth Advisors, LLC 0.13% Reduce -3.7% 22,847 $1.4M
Oxford Financial Group, LTD. LLC 0.10% No change 22,792 $1.4M
Atlas Brown,Inc. 0.48% Reduce -3.9% 22,700 $1.4M
Composition Wealth, LLC 0.03% Reduce -0.8% 22,376 $1.4M
Farther Finance Advisors, LLC 0.03% Add +65.5% 22,216 $1.4M
Cornerstone Advisory, LLC 0.16% Add +23.1% 21,213 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -8.5% 22,235 $1.3M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +1.5% 22,209 $1.3M
BOK Financial Private Wealth, Inc. 0.10% No change 22,058 $1.3M
Archer Investment Corp 0.35% Add +9.9% 22,045 $1.3M
Aries Wealth Management 0.36% Reduce -0.5% 21,939 $1.3M
Harbor Investment Advisory, LLC 0.13% Add +33.2% 21,836 $1.3M
Appleton Partners Inc. 0.10% Reduce -0.2% 21,744 $1.3M
Atlantic Union Bankshares Corp 0.08% Add +0.1% 21,685 $1.3M
FF Advisors,LLC 0.75% Add +22.8% 20,770 $1.3M
Farnam Financial LLC 1.33% Add +0.5% 21,612 $1.3M
CENTRAL TRUST Co 0.03% Reduce -26.4% 21,544 $1.3M
Hill Island Financial LLC 0.38% Reduce -41.5% 21,394 $1.3M
Shepherd Financial Partners LLC 0.15% Reduce -42.9% 21,309 $1.3M
Relyea Zuckerberg Hanson LLC 0.17% Add +3.5% 21,304 $1.3M
White Lighthouse Investment Management Inc. 0.23% Add +0.0% 21,275 $1.3M
Millennium Management 0.00% New 21,172 $1.3M
Phraction Management LLC 0.46% No change 21,155 $1.3M
Cozad Asset Management Inc. 0.13% Reduce -0.7% 21,120 $1.3M
Venture Visionary Partners LLC 0.05% Add +8.4% 20,962 $1.3M
Texas Bank & Trust Co 0.53% No change 20,707 $1.3M
GLOBALT Investments LLC / GA 0.05% No change 20,610 $1.3M
Gould Asset Management LLC 0.26% Reduce -0.7% 20,540 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -9.2% 20,493 $1.2M
First Citizens Bank & Trust Co. 0.03% Add +1.6% 20,310 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +8.0% 20,183 $1.2M
Boston Research & Management Inc. 0.30% Reduce -9.9% 20,273 $1.2M
Susquehanna Advisors Group, Inc. 0.11% No change 20,250 $1.2M
WealthCollab, LLC 0.76% Reduce -0.0% 20,096 $1.2M
Ashton Thomas Private Wealth, LLC 0.05% Add +9.1% 20,086 $1.2M
AdvisorNet Financial, Inc 0.09% Add +6.2% 19,938 $1.2M
AlphaCore Capital LLC 0.10% New 19,923 $1.2M
Phillips Wealth Planners LLC 1.28% Add +0.9% 20,618 $1.2M
Gradient Capital Advisors, LLC 0.39% Add +1.5% 19,893 $1.2M
MBA Advisors LLC 0.60% Add +5.1% 19,883 $1.2M
West Bancorporation Inc. 0.82% Add +45.5% 19,880 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -16.6% 19,849 $1.2M
ProVise Management Group, LLC 0.10% Reduce -1.0% 19,815 $1.2M
Anchor Investment Management, LLC 0.11% Add +4.2% 19,711 $1.2M
Ellenbecker Investment Group 0.21% Reduce -0.6% 19,648 $1.2M
Washington Capital Management, Inc. 0.96% No change 19,595 $1.2M
1492 Capital Management LLC 0.64% Reduce -2.8% 19,419 $1.2M
FRG Family Wealth Advisors LLC 0.23% Reduce -3.7% 19,305 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Add +15.8% 19,241 $1.2M
Trustmark Bank Trust Department 0.09% Add +3.9% 19,099 $1.2M
Lane & Associates LLC 0.62% Reduce -1.7% 19,072 $1.2M
Parthenon LLC 0.14% No change 19,003 $1.2M
Orcam Financial Group 1.08% Add +1.0% 18,960 $1.2M
National Philanthropic Trust 0.02% No change 18,926 $1.1M
CX Institutional 0.04% Reduce -35.4% 18,856 $1.1M
Pioneer Wealth Management Group 0.49% — 18,851 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -6.0% 18,841 $1.1M
Shorepath Capital Management LLC 0.86% No change 18,768 $1.1M
Greenhouse Wealth Management, LLC 0.85% Reduce -4.3% 18,740 $1.1M
Chicago Partners Investment Group LLC 0.04% Reduce -8.3% 17,965 $1.1M
Foster Dykema Cabot & Partners, LLC 0.09% Add +3.7% 18,690 $1.1M
MontVue Capital Management, Inc. 0.90% Reduce -0.0% 18,554 $1.1M
New Perspectives, Inc 0.60% Reduce -5.1% 18,531 $1.1M
Milestone Asset Management Group, LLC 1.01% Add +1.1% 18,503 $1.1M
City State Bank 0.37% Reduce -0.7% 18,481 $1.1M
Alliancebernstein L.P. 0.00% Reduce -0.6% 18,463 $1.1M
SkyOak Wealth, LLC 0.24% Add +1.5% 18,384 $1.1M
UMB Bank, n.a. 0.02% No change 18,285 $1.1M
Financial Advocates Investment Management 0.08% Reduce -33.3% 18,267 $1.1M
Concurrent Investment Advisors, LLC 0.03% Reduce -4.9% 18,141 $1.1M
W1M Asset Management Ltd 0.09% Add +66.6% 18,037 $1.1M
Novem Group 0.15% Add +0.3% 17,925 $1.1M
ArborFi Advisors, LLC 1.08% Reduce -9.9% 17,850 $1.1M
Norris Perne & French LLP 0.08% Reduce -0.2% 17,545 $1.1M
Elevation Point Wealth Partners, LLC 0.09% Add +19.2% 17,307 $1.0M
Dentgroup LLC 0.79% Reduce -10.9% 17,303 $1.0M
Oppenheimer & Co. Inc. 0.02% Reduce -10.9% 17,278 $1.0M
New Covenant Trust Company, N.A. 1.10% No change 17,068 $1.0M
Meritage Portfolio Management 0.07% Reduce -0.4% 17,112 $1.0M
Index Fund Advisors, Inc. 0.06% Add +1.7% 17,111 $1.0M
Greenwich Wealth Management LLC 0.08% No change 16,969 $1.0M
Capital Wealth Alliance, LLC 0.61% Reduce -24.9% 16,847 $1.0M
Financial Alternatives, Inc 0.72% Reduce -4.9% 16,573 $1.0M
Slow Capital, Inc. 0.13% Reduce -29.8% 16,562 $1.0M
Johnson Financial Group, Inc. 0.05% Add +6.4% 16,470 $999K
Financial Counselors Inc. 0.02% Add +5.7% 16,457 $998K
Copperleaf Capital, LLC 0.59% Add +350.6% 16,340 $991K
Smith & Howard Wealth Management, LLC 0.27% Reduce -2.1% 16,329 $991K
Rathbones Group PLC 0.00% Reduce -0.9% 16,315 $990K
Merit Financial Group, LLC 0.01% Reduce -8.3% 16,273 $987K
Root Financial Partners, LLC 0.10% Add +2.7% 16,213 $983K
Plancorp, LLC 0.04% No change 16,105 $977K
Signature Estate & Investment Advisors LLC 0.03% Add +0.1% 16,033 $973K
Virtue Capital Management, LLC 0.11% Reduce -1.1% 15,975 $969K
Regions Financial Corp. 0.01% Reduce -9.5% 15,942 $967K
Grey Fox Wealth Advisors, LLC 0.26% Reduce -1.8% 15,823 $960K
Vicus Capital 0.09% Reduce -3.0% 15,798 $958K
Savvy Advisors, Inc. 0.10% Add +160.5% 15,722 $954K
Syverson Strege & Co 0.31% No change 15,718 $953K
Red Tortoise LLC 0.49% Add +0.3% 15,629 $948K
Kohmann Bosshard Financial Services, LLC 0.11% No change 15,617 $947K
Eclectic Associates Inc. 0.25% No change 15,514 $941K
Petredis Investment Advisors LLC 0.10% No change 15,400 $934K
Lokken Investment Group LLC 0.39% Add +6.0% 15,306 $928K
Destiny Wealth Partners, LLC 0.15% Reduce -1.5% 15,299 $928K
One Degree Advisors Inc 0.38% Reduce -0.1% 15,272 $926K
Life Planning Partners, Inc 0.84% Add +0.0% 15,240 $924K
Oak Wealth Advisors LLC 0.68% Add +43.9% 15,203 $922K
Allegheny Financial Group 0.24% Add +0.3% 15,194 $922K
Fortis Capital Advisors, LLC 0.19% Reduce -0.0% 15,182 $921K
Sheets Smith Wealth Management 0.11% Reduce -0.7% 15,172 $920K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.23% No change 15,162 $920K
Brewster Financial Planning LLC 0.68% No change 15,145 $919K
Wealth Architects, LLC 0.10% Add +48.1% 15,103 $916K
Cypress Point Wealth Management, LLC 0.29% Add +0.3% 15,097 $916K
Ocean Park Asset Management, LLC 0.03% Add +4.1% 15,062 $914K
Exchange Traded Concepts, LLC 0.02% Add +4.1% 15,062 $914K
Sandy Spring Bank 0.04% No change 15,047 $913K
Garde Capital, Inc. 0.05% Reduce -3.7% 14,886 $903K
Asset Dedication, LLC 0.07% Add +1.4% 14,870 $902K
Up Strategic Wealth Investment Advisors LLC 0.80% No change 14,858 $901K
WealthShield Partners, LLC 0.11% Reduce -5.2% 14,660 $889K
Keystone Financial Group 0.09% Add +0.3% 14,622 $887K
Americana Partners, LLC 0.03% Add +2.5% 14,537 $882K
Novak & Powell Financial Services, Inc. 0.55% Add +2.9% 14,529 $881K
Rik Saylor Financial, Inc. 0.77% Add +1.6% 14,473 $878K
Beaumont Financial Advisors, LLC 0.07% Reduce -10.3% 14,467 $878K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +6.3% 14,411 $874K
Valeo Financial Advisors, LLC 0.02% Reduce -41.0% 14,302 $868K
Cynosure Group, LLC 0.12% No change 14,249 $864K
Koshinski Asset Management, Inc. 0.07% Add +10.9% 14,196 $861K
Dynamic Advisor Solutions LLC 0.03% New 14,112 $856K
Procyon Advisors, LLC 0.05% Reduce -7.8% 14,110 $856K
Davis Capital Management 0.68% Reduce -0.3% 14,108 $856K
Colonial Trust Advisors 0.08% Add +181.2% 13,966 $847K
Manske Wealth Management 0.32% New 13,849 $840K
Chemistry Wealth Management LLC 0.20% No change 13,848 $840K
Harrell Investment Partners, LLC 0.25% Reduce -51.5% 13,818 $838K
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 13,938 $838K
Harbour Investments, Inc. 0.02% Add +44.4% 13,766 $835K
Personal Cfo Solutions, LLC 0.17% Add +0.3% 13,751 $834K
Signaturefd, LLC 0.02% Add +2.2% 13,663 $829K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -12.9% 13,565 $823K
Richard C. Young & CO., LTD. 0.09% Reduce -1.8% 13,564 $823K
Summit Financial Strategies, Inc. 0.08% Reduce -1.1% 13,544 $822K
Traveka Wealth, LLC 0.45% Reduce -0.5% 13,369 $811K
First Manhattan Co. Llc. 0.00% Reduce -33.4% 13,351 $810K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.3% 13,351 $810K
Glen Eagle Advisors, LLC 0.13% Add +2.5% 13,257 $804K
NBT Bank, N.A. 0.06% Add +0.1% 13,116 $796K
Insight Advisors, LLC/ PA 0.14% Reduce -0.2% 13,108 $795K
GWN Securities Inc. 0.04% Add +111.2% 12,842 $791K
B. Riley Wealth Advisors, Inc. 0.02% Add +4.5% 12,994 $788K
Kagan Cocozza Asset Management 0.64% Reduce -0.1% 12,977 $787K
Fermata Advisors, LLC 0.14% Add +63.6% 12,863 $780K
N.E.W. Advisory Services LLC 0.06% Add +5.8% 12,827 $778K
Probity Advisors, Inc. 0.15% Reduce -0.7% 12,815 $777K
Westfuller Advisors, LLC 0.52% Add +0.3% 12,807 $777K
Caitlin John, LLC 0.76% Add +6670.4% 12,796 $776K
Zhang Financial LLC 0.04% Add +0.1% 12,663 $768K
Argent Trust Co 0.03% Reduce -3.1% 12,631 $766K
Summit Wealth Partners, LLC 0.15% Reduce -1.8% 12,521 $760K
Citadel Advisors 0.00% Add +3733.4% 12,497 $758K
Brown, Lisle/Cummings, Inc. 0.22% Add +0.8% 12,430 $754K
Rebalance, LLC 0.06% Reduce -3.3% 12,414 $753K
James Investment Research, Inc. 0.09% New 12,147 $737K
Capital City Trust Co. 0.20% Add +2.4% 12,142 $737K
PCG Asset Management, LLC 0.69% Reduce -7.8% 12,110 $735K
WealthBridge Investment Counsel Inc. 0.27% Add +29.7% 12,080 $733K
Orion Porfolio Solutions, LLC 0.01% Add +28.3% 12,019 $729K
Orion Portfolio Solutions, LLC 0.01% Add +28.3% 12,019 $729K
Capital Investment Advisors, LLC 0.01% Reduce -4.5% 12,016 $729K
Busey Bank 0.02% No change 12,013 $729K
Factory Mutual Insurance Co. 0.01% No change 12,000 $728K
NorthRock Partners, LLC 0.02% Reduce -2.0% 11,960 $726K
Fort Point Capital Partners LLC 0.08% Add +0.4% 11,928 $724K
Farrell Financial LLC 0.52% Add +53.8% 11,855 $719K
Forza Wealth Management, LLC 0.32% No change 11,820 $717K
IFG Advisory, LLC 0.04% Reduce -0.2% 11,763 $714K
Skyline Advisors, Inc. 0.28% No change 11,704 $710K
Bay Capital Advisors, LLC 0.59% Add +0.1% 11,623 $705K
DiNuzzo Private Wealth, Inc. 0.09% No change 11,595 $703K
Townsquare Capital LLC 0.01% Reduce -29.3% 11,570 $702K
Sagespring Wealth Partners, LLC 0.02% Add +49.6% 11,533 $700K
Capital International Investors 0.00% Reduce -85.8% 11,411 $696K
Noble Family Wealth, LLC 0.19% Add +3.5% 11,357 $689K
Wescott Financial Advisory Group, LLC 0.07% Reduce -6.8% 11,262 $683K
HUB Investment Partners, LLC 0.03% Reduce -1.1% 11,251 $682K
First National Bank of Omaha 0.05% No change 11,250 $682K
Parker Financial LLC 0.33% Reduce -24.3% 11,198 $679K
Barclays PLC 0.00% No change 11,135 $675K
Trace Wealth Advisors, LLC 0.60% No change 11,114 $674K
Galvin, Gaustad & Stein, LLC 0.06% No change 11,098 $673K
OMNI 360 Wealth, Inc. 0.45% Reduce -10.2% 11,032 $669K
Stonebridge Financial Group, LLC 0.07% Add +0.4% 10,985 $666K
IHT Wealth Management, LLC 0.02% Add +20.8% 10,927 $663K
Michael A. Dubis Financial Planning, LLC 0.64% Add +0.0% 10,878 $660K
Sentry LLC 0.13% No change 10,870 $659K
Ancora Advisors LLC 0.01% Reduce -8.6% 10,863 $659K
Cannell & Spears LLC 0.01% Reduce -7.4% 10,847 $658K
Private Wealth Asset Management, LLC 0.09% — 10,765 $653K
Core Wealth Management, Inc. 0.25% No change 10,702 $649K
RTD Financial Advisors, Inc. 0.09% Reduce -7.3% 10,654 $646K
Horan Securities, Inc. 0.24% Add +0.3% 10,642 $646K
Private Capital Management, LLC 0.07% Add +0.3% 10,590 $642K
UNIVEST FINANCIAL Corp 0.04% Reduce -17.0% 10,523 $638K
Hilltop Holdings Inc. 0.04% Add +2.2% 10,505 $637K
Kwmg, LLC 0.06% Reduce -3.0% 10,447 $634K
Forte Capital LLC 0.07% No change 10,400 $631K
McClarren Financial Advisors, Inc. 0.42% New 9,961 $629K
Bill Few Associates, Inc. 0.22% Add +8.0% 10,314 $626K
Edge Financial Advisors LLC 0.39% New 10,198 $619K
Barnes Pettey Financial Advisors, LLC 0.48% Add +1.3% 10,193 $618K
TCI Wealth Advisors, Inc. 0.05% No change 10,137 $615K
GeoWealth Management, LLC 0.02% Reduce -2.5% 10,102 $613K
Sepio Capital, LP 0.05% Add +57.8% 10,095 $612K
Western Wealth Management, LLC 0.04% Reduce -48.8% 10,084 $612K
Brown Brothers Harriman & Co. 0.00% Reduce -2.9% 10,033 $609K
Annex Advisory Services, LLC 0.02% Reduce -4.8% 9,996 $606K
Sebold Capital Management, Inc. 0.40% Reduce -2.7% 9,960 $604K
Napatree Capital LLC 0.34% No change 9,915 $601K
Sierra Capital LLC 0.07% Add +0.3% 9,914 $601K
Cranbrook Wealth Management, LLC 0.14% No change 9,869 $599K
Evergreen Advisors, LLC 0.17% Add +13.9% 9,830 $596K
Wealth Dimensions Group, Ltd. 0.14% Add +133.5% 9,802 $595K
Csenge Advisory Group 0.03% Add +2.9% 9,936 $594K
Ashton Thomas Securities, LLC 0.16% Reduce -32.4% 9,761 $592K
Strategies Wealth Advisors, LLC 0.07% Reduce -10.3% 9,761 $592K
Opulen Financial Group LLC 0.54% Add +9.8% 9,751 $591K
Ridgewood Investments LLC 0.28% Add +67.0% 9,725 $590K
Valued Retirements, Inc. 0.78% No change 9,719 $590K
Prime Capital Investment Advisors, LLC 0.01% Add +40.5% 9,719 $590K
GSG Advisors LLC 0.19% Add +0.3% 10,124 $588K
Kovack Advisors, Inc. 0.06% Add +12.3% 9,695 $588K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +35.4% 9,570 $584K
Anson Capital, Inc. 0.50% Reduce -51.5% 9,531 $578K
Pension & Wealth Management Advisors, Inc. 0.21% Add +171.0% 9,486 $575K
Roberts Glore & Co. Inc. 0.17% Reduce -2.3% 9,432 $572K
Graypoint LLC 0.04% Reduce -6.8% 9,426 $572K
Clarendon Private LLC 0.60% No change 9,380 $569K
Investment Research & Advisory Group, Inc. 0.24% Add +2.3% 9,356 $568K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -31.5% 9,319 $565K
AIMZ Investment Advisors, LLC 0.20% Add +0.0% 9,274 $563K
Sierra Summit Advisors LLC 0.12% Add +20.6% 9,252 $561K
Evoke Wealth, LLC 0.01% Add +14.4% 9,230 $560K
Sowell Financial Services LLC 0.03% New 9,117 $553K
Collective Family Office LLC 0.15% No change 9,090 $551K
Innova Wealth Partners 0.34% No change 8,922 $541K
Fifth Third Wealth Advisors LLC 0.03% Add +1.8% 8,914 $541K
J. W. Coons Advisors, LLC 0.14% Add +3.0% 8,909 $540K
Madison Wealth Partners, Inc 0.13% Reduce -1.0% 8,898 $540K
L.M. Kohn & Company 0.14% Add +54.0% 8,885 $539K
Canal Capital Management, LLC 0.09% Add +28.0% 8,883 $539K
Argyle Capital Partners, LLC 0.46% Add +4.8% 8,828 $535K
Christensen, King & Associates Investment Services, Inc. 0.25% Add +0.1% 8,521 $531K
EagleClaw Capital Managment, LLC 0.08% No change 8,700 $528K
Compound Planning, Inc. 0.02% Add +3.4% 8,692 $527K
Davidson Kahn Capital Management, LLC 0.41% No change 8,667 $526K
JFS Wealth Advisors, LLC 0.04% No change 8,645 $524K
JGP Wealth Management, LLC 0.07% No change 8,571 $520K
Nia Impact Advisors, LLC 0.19% No change 8,528 $517K
Smallwood Wealth Investment Management, LLC 0.33% Reduce -1.6% 8,508 $516K
LifePlan Financial, LLC 0.45% Add +7.2% 8,492 $515K
Glaxis Capital Management, LLC 1.99% No change 4,451 $515K
Bridgewater Advisors Inc. 0.04% New 8,200 $512K
Robinswood Financial LLC 0.19% Add +9.4% 8,412 $510K
Fifth Third Securities, Inc. 0.04% No change 8,397 $509K
SeaCrest Wealth Management, LLC 0.06% Add +0.8% 8,374 $508K
Hall Laurie J Trustee 0.18% No change 8,316 $504K
Compass Financial Group, INC 0.10% Reduce -23.8% 8,307 $504K
Eagle Harbor Asset Management Inc. 0.51% No change 9,888 $503K
Bouchey Financial Group, Ltd. 0.05% Add +0.4% 8,263 $501K
Alpha Omega Wealth Management LLC 0.10% Reduce -0.1% 8,240 $500K
RVW Wealth, LLC 0.05% Reduce -32.6% 8,201 $497K
Courage Miller Partners, LLC 0.17% No change 8,171 $496K
Safeguard Financial, LLC 0.11% Reduce -2.4% 8,156 $495K
Lakewood Asset Management LLC 0.33% Add +0.1% 8,147 $494K
LMCG Investments, LLC 0.03% No change 8,128 $493K
Soltis Investment Advisors LLC 0.04% Add +19.7% 8,115 $492K
YHB Investment Advisors, Inc. 0.04% Add +0.8% 8,110 $492K
Martel Wealth Advisors LLC 0.10% Add +0.3% 8,105 $492K
KDT Advisors, LLC 0.72% New 8,059 $489K
Smartleaf Asset Management LLC 0.05% Add +188.8% 7,997 $488K
Waddell & Associates, LLC 0.06% Add +24.8% 7,990 $485K
Brand Asset Management Group, Inc. 0.20% No change 7,966 $483K
Gleason Group, Inc. 0.09% Add +0.3% 7,934 $481K
First Trust Advisors LP 0.00% Reduce -3.9% 7,924 $481K
Claro Advisors Inc. 0.06% Add +1.5% 7,898 $479K
Plum Street Advisors, LLC 0.23% No change 7,888 $478K
Armbruster Capital Management, Inc. 0.10% No change 7,851 $476K
Seven Springs Wealth Group, LLC 0.17% No change 7,850 $476K
Westmount Partners, LLC 0.14% Reduce -4.6% 7,823 $475K
Forum Financial Management, LP 0.01% Add +87.5% 7,798 $473K
Breed's Hill Capital LLC 0.25% New 7,793 $473K
Lazard Asset Management LLC 0.00% Reduce -58.5% 7,786 $472K
Clifford Swan Investment Counsel LLC 0.02% No change 7,775 $472K
Mill Creek Capital Advisors, LLC 0.01% No change 7,712 $468K
Blue Barn Wealth, LLC 0.24% Reduce -2.8% 7,701 $467K
PrairieView Partners, LLC 0.05% Reduce -5.8% 7,699 $467K
Cascade Investment Group, Inc. 0.36% No change 7,697 $467K
Mission Financial Group, LLC 0.43% — 6,200 $466K
Keebeck Wealth Management 0.07% Add +3.7% 7,656 $464K
CVA Family Office, LLC 0.07% Add +0.3% 7,655 $464K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -5.0% 7,626 $464K
Nicolet Bankshares Inc. 0.09% Add +111.2% 7,645 $464K
Grove Bank & Trust 0.06% No change 7,635 $463K
Retirement Planning Group, LLC 0.02% Reduce -3.4% 7,621 $462K
Realta Investment Advisors 0.21% Add +15106.0% 7,603 $461K
Passive Capital Management, LLC. 0.15% No change 7,587 $460K
Topel & Distasi Wealth Management, LLC 0.21% Reduce -3.1% 7,565 $459K
Old National Bancorp 0.01% Add +9.8% 7,559 $459K
Detalus Advisors, LLC 0.14% Add +62.4% 7,552 $458K
Cahill Wealth Management, LLC 0.23% Reduce -2.6% 7,542 $457K
Single Point Partners, LLC 0.11% Reduce -12.2% 7,523 $456K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 7,498 $455K
First National Corp. /Ma/ 0.10% Add +3.1% 7,494 $455K
Austin Private Wealth, LLC 0.04% No change 7,465 $453K
Pine Haven Investment Counsel, Inc 0.38% No change 7,463 $453K
SMI Advisory Services, LLC 0.10% Reduce -6.3% 8,291 $453K
Capstone Wealth Management Group, LLC 0.26% Reduce -5.5% 7,422 $450K
Symmetry Partners, LLC 0.06% Reduce -4.0% 7,392 $448K
Boston Trust Walden Corp 0.00% No change 7,391 $448K
Fairway Wealth LLC 0.16% Add +70.8% 7,349 $446K
Murphy Pohlad Asset Management LLC 0.19% Add +15.1% 7,341 $445K
Red Door Wealth Management, LLC 0.07% Reduce -3.2% 7,332 $445K
Union Savings Bank 0.22% No change 7,301 $443K
Cornerstone Financial Group, LLC 0.40% Reduce -2.9% 6,910 $443K
Mayport, LLC 0.12% Reduce -2.5% 7,280 $442K
Wimmer Associates 1, LLC 0.23% Reduce -0.7% 6,867 $441K
Nicolet Advisory Services, LLC 0.04% Add +12.1% 7,707 $440K
Stratos Wealth Advisors, LLC 0.02% Reduce -59.6% 7,223 $438K
Orgel Wealth Management, LLC 0.01% No change 7,180 $436K
Roman Butler Fullerton & Co. 0.17% Add +1.2% 7,311 $435K
Ameritas Advisory Services, LLC 0.02% Reduce -12.8% 7,477 $434K
Almanack Investment Partners, LLC. 0.09% Add +82.7% 7,158 $434K
Northern Capital Management, Inc. 0.28% Add +68.3% 7,148 $434K
Ellis Investment Partners, LLC 0.09% Reduce -1.2% 7,142 $433K
Silver Oak Advisory Group, Inc. 0.23% Reduce -20.9% 7,146 $433K
Barnes Wealth Management Group, Inc 0.28% Reduce -4.3% 7,106 $431K
FineMark National Bank & Trust 0.02% Reduce -6.0% 7,102 $431K
Smith Salley Wealth Management 0.03% No change 7,097 $430K
Gilbert & Cook, Inc. 0.06% Reduce -8.1% 7,047 $427K
Jacobi Capital Management LLC 0.03% Reduce -16.3% 7,046 $427K
Florida Trust Wealth Management Co 0.01% Add +3.7% 7,033 $427K
PFG Investments, LLC 0.03% Add +7.0% 7,029 $426K
Andina Capital Management, LLC 0.30% New 7,023 $426K
CRA Financial Services, LLC 0.07% New 6,973 $423K
Principal Securities, Inc. 0.01% No change 7,364 $423K
Mathes Company, Inc. 0.17% Add +28.7% 6,950 $422K
Geneos Wealth Management Inc. 0.01% Reduce -0.5% 6,888 $418K
Arkadios Wealth Advisors 0.02% Reduce -1.3% 6,882 $417K
Logan Capital Management Inc. 0.02% Add +2.0% 6,864 $416K
Pillar Financial Advisors, LLC 0.31% Reduce -4.2% 6,802 $413K
Angeles Wealth Management, LLC 0.03% Reduce -4.9% 6,777 $411K
Bradley & Co. Private Wealth Management, LLC 0.28% No change 6,763 $410K
Causeway Capital Management LLC 0.01% Reduce -79.2% 6,763 $410K
Duncker Streett & Co. Inc. 0.08% Add +0.2% 6,698 $406K
Northeast Planning Associates, Inc. / NH / 0.34% Reduce -3.9% 6,685 $406K
Pittenger & Anderson Inc. 0.01% No change 6,600 $400K
Bedel Financial Consulting, Inc. 0.06% Add +0.1% 6,286 $400K
Smith, Moore & Co. 0.04% Reduce -3.6% 6,583 $399K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 6,527 $396K
Moneco Advisors, LLC 0.04% Add +4.4% 6,524 $396K
NorthLanding Financial Partners, LLC 0.39% No change 6,520 $395K
Argent Advisors, Inc. 0.13% No change 6,500 $394K
Deutsche Bank AG 0.00% No change 6,500 $394K
ZynergyRetirementPlanningLLC 0.28% Reduce -5.7% 6,854 $393K
Bull Street Advisors, LLC 0.19% Reduce -35.2% 6,460 $392K
LMG Wealth Partners, LLC 0.09% Reduce -0.6% 6,452 $391K
Proficio Capital Partners LLC 0.03% No change 6,400 $388K
Vance Wealth, LLC 0.15% Add +2.9% 6,375 $387K
Whalerock Point Partners, LLC 0.09% No change 6,375 $387K
Sandy Cove Advisors, LLC 0.15% Reduce -0.9% 6,348 $385K
Caldwell Trust Co 0.04% Add +15.7% 6,333 $384K
Droms Strauss Advisors Inc. /Mo/ 0.13% No change 6,311 $383K
Financial Partners Group, LLC 0.16% No change 6,260 $380K
HTG Investment Advisors, Inc. 0.16% No change 6,153 $373K
MB Generational Wealth, LLC 0.27% Reduce -5.6% 6,043 $367K
Petix & Botte Co 0.10% Reduce -15.3% 6,024 $365K
Ironwood Investment Counsel, LLC 0.06% No change 6,022 $365K
Clarity Capital Advisors, LLC 0.24% Add +0.3% 5,943 $360K
Mitchell McLeod Pugh & Williams Inc. 0.07% New 5,924 $359K
McGlone Suttner Wealth Management, Inc. 0.06% No change 5,891 $357K
Summit X, LLC 0.07% No change 5,851 $355K
BKM Wealth Management, LLC 0.15% No change 5,843 $354K
Elser Financial Planning, Inc 0.49% Add +9.6% 5,794 $351K
Stuart Investment Advisors, Inc. 0.20% Add +0.3% 5,789 $351K
Advus Financial Partners, LLC 0.10% Reduce -2.3% 5,772 $350K
GAMMA Investing LLC 0.03% Reduce -8.2% 5,743 $348K
Southland Equity Partners LLC 0.08% Reduce -0.0% 5,718 $347K
Moody LYNN Lieberson & Walker, LLC 0.02% New 5,718 $347K
Maple Capital Management, Inc. 0.03% New 5,716 $347K
Goelzer Investment Management, Inc. 0.02% No change 5,709 $346K
Cherrydale Wealth Management, LLC 0.14% Add +0.3% 5,703 $346K
Bristlecone Advisors, LLC 0.03% No change 5,674 $344K
Pine Harbor Wealth Management, LLC 0.14% Add +3.0% 5,662 $343K
Hanover Advisors Inc. 0.15% Add +53.5% 5,636 $342K
TD Capital Management LLC 0.03% Add +7.4% 5,635 $342K
Swan Global Investments, LLC 0.02% Reduce -32.2% 5,623 $341K
Centricity Wealth Management, LLC 0.31% Add +14.2% 5,595 $339K
Pallas Capital Advisors LLC 0.01% No change 5,595 $339K
Freedom Investment Management, Inc. 0.03% New 5,564 $338K
Nvwm, LLC 0.09% Add +1055.1% 5,556 $337K
Chokshi & Queen Wealth Advisors, Inc 0.22% Add +3.9% 5,552 $337K
Evanson Asset Management, LLC 0.02% Add +0.1% 5,540 $336K
Choate Investment Advisors 0.01% Add +16.9% 5,540 $336K
Guidance Capital, Inc. 0.10% No change 5,286 $335K
Worth Asset Management, LLC 0.18% Add +53.3% 5,506 $334K
ARK & TLK Investments, LLC 0.12% Add +0.3% 5,501 $334K
Vantage Investment Partners, LLC 0.03% No change 5,493 $333K
Arlington Financial Advisors, LLC 0.06% Reduce -2.6% 5,480 $332K
Portland Financial Advisors Inc 0.85% No change 5,473 $332K
Carrera Capital Advisors 0.07% New 5,429 $329K
Aptus Capital Advisors, LLC 0.00% Add +29.1% 5,420 $329K
Ausdal Financial Partners, Inc. 0.02% Add +8.2% 5,358 $325K
Gladstone Institutional Advisory LLC 0.01% New 5,318 $323K
Capstone Financial Advisors, Inc. 0.02% Add +0.0% 5,315 $322K
EverSource Wealth Advisors, LLC 0.02% Add +27.1% 5,314 $322K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $321K
Mitchell Sinkler & Starr 0.09% Add +64.7% 5,294 $321K
Brookstone Capital Management 0.00% Reduce -0.7% 5,260 $319K
AE Wealth Management LLC 0.00% Add +48.9% 5,258 $319K
Manuka Financial, LLC 0.21% Reduce -23.9% 5,255 $319K
Legacy Private Trust Co. 0.02% No change 5,251 $319K
Strategic Financial Partners, Ltd. 0.17% Add +0.0% 5,249 $318K
American Investment Services, Inc. 0.06% Reduce -3.7% 5,225 $317K
Solidarity Wealth, LLC 0.08% No change 5,223 $317K
Fisher Asset Management 0.00% Reduce -64.0% 5,218 $317K
SWAN Capital LLC 0.15% No change 5,212 $316K
Debussy Capital Management LP 0.05% Add +0.0% 5,205 $316K
CreativeOne Wealth, LLC 0.01% Add +4.8% 5,192 $315K
Aspire Capital Advisors LLC 0.09% No change 5,177 $314K
Capital Planning Advisors, LLC 0.05% No change 5,164 $313K
VestGen Advisors, LLC 0.01% — 5,161 $313K
Old Mission Investment Co LLC 0.09% No change 5,155 $313K
Scotia Capital Inc. 0.00% Reduce -20.7% 5,145 $312K
Vision Capital Management, Inc. 0.04% No change 5,105 $310K
Fonville Wealth Management LLC 0.09% Reduce -13.5% 5,069 $308K
SBI Securities Co., Ltd. 0.01% Add +8.7% 5,076 $308K
Grant Street Asset Management, Inc. 0.07% Add +5.5% 5,054 $307K
Charles Schwab Trust Co 0.03% Reduce -73.1% 5,000 $303K
Bokf, NA 0.01% Reduce -21.2% 4,950 $300K
Texas Yale Capital Corp. 0.01% Add +0.1% 4,914 $298K
WealthPlan Investment Management, LLC 0.03% Reduce -1.1% 4,907 $298K
Pettyjohn, Wood & White, Inc. 0.06% Add +0.1% 4,881 $296K
S.A. Mason LLC 0.16% No change 4,866 $295K
Shayne & Jacobs, LLC 0.07% Reduce -2.4% 4,860 $295K
Baxter Bros Inc. 0.04% No change 4,848 $294K
Elmwood Wealth Management, Inc. 0.12% Reduce -1.4% 4,822 $293K
Walkner Condon Financial Advisors LLC 0.06% Add +3.2% 4,815 $292K
LexAurum Advisors, LLC 0.06% Reduce -14.1% 4,814 $292K
Waller Financial Planning Group, Inc. 0.08% Reduce -0.1% 4,812 $292K
Wincap Financial LLC 0.28% New 4,811 $292K
Investment Advisory Group, LLC 0.10% No change 4,804 $291K
Good Life Advisors, LLC 0.02% Add +12.9% 4,781 $290K
Ssa Swiss Advisors AG 0.15% — 4,760 $289K
Stone Summit Wealth LLC 0.10% No change 4,755 $288K
Truefg, LLC 0.09% Add +3.9% 4,751 $288K
Strategic Financial Services, Inc. 0.02% Add +4.0% 4,748 $288K
LWM Advisors Inc. 0.35% Reduce -0.2% 4,523 $287K
Headinvest, LLC 0.06% Add +31.7% 4,720 $286K
Traynor Capital Management, Inc. 0.02% New 4,704 $285K
First Interstate Bank 0.02% Reduce -37.3% 4,700 $285K
Brightwater Advisory LLC 0.23% Reduce -2.4% 4,692 $285K
Trilogy Capital Inc. 0.01% New 4,670 $283K
Financial Engines Advisors L.L.C. 0.00% New 4,647 $282K
Grange Capital, LLC 0.33% New 4,630 $281K
Hedges Asset Management LLC 0.18% No change 4,600 $279K
World Investment Advisors 0.01% Add +26.1% 4,578 $278K
Aspen Grove Capital, LLC 0.05% Reduce -71.0% 4,575 $278K
Carolinas Wealth Consulting LLC 0.06% Add +0.2% 4,566 $277K
Occidental Asset Management, LLC 0.04% Add +4.4% 4,563 $277K
American Financial & Tax Strategies Inc. 0.15% Reduce -0.8% 4,528 $275K
Schiavi & Co LLC 0.10% No change 4,519 $274K
Stephenson & Company, Inc. 0.18% No change 4,507 $273K
NCP Inc. 0.37% Add +58.1% 4,504 $273K
HBK Sorce Advisory LLC 0.01% Reduce -21.6% 4,500 $273K
Basepoint Wealth LLC 0.21% Add +0.2% 4,488 $272K
Golden State Wealth Management, LLC 0.04% Add +5.8% 4,488 $272K
Retirement Planning Group, LLC / NY 0.28% Add +0.3% 4,483 $272K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -4.9% 4,469 $271K
Acropolis Investment Management, LLC 0.02% Add +0.7% 4,464 $271K
MidAtlantic Capital Management, Inc. 0.21% Add +10.5% 4,450 $270K
Shakespeare Wealth Management, LLC 0.07% No change 1,383 $268K
Brandywine Oak Private Wealth LLC 0.03% No change 4,422 $268K
MFA Wealth Services 0.22% Add +6.3% 4,367 $265K
Capital Group Private Client Services, Inc. 0.00% No change 4,347 $264K
Peterson Wealth Advisors, LLC 0.05% Add +0.3% 4,821 $263K
FSM Wealth Advisors, LLC 0.06% Add +0.1% 4,337 $263K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 4,328 $263K
Riverbend Wealth Management, LLC 0.23% Reduce -0.6% 4,319 $262K
RDA Financial Network 0.08% Reduce -1.6% 4,311 $262K
Pavion Blue Capital, LLC 0.12% No change 4,306 $261K
MJP Associates Inc. 0.05% Add +0.1% 4,304 $261K
DMC Group, LLC 0.21% New 4,296 $261K
Nations Financial Group Inc, /Ia/ 0.02% New 4,292 $260K
Olde Wealth Management, LLC 0.09% No change 4,238 $257K
Icon Wealth Advisors, LLC 0.02% Reduce -28.1% 4,223 $256K
Trivium Point Advisory, LLC 0.03% Reduce -4.7% 4,198 $255K
BlueSky Wealth Advisors, LLC 0.04% No change 4,190 $254K
BCS Wealth Management 0.07% No change 4,187 $254K
Leo Wealth, LLC 0.04% Reduce -0.5% 4,170 $253K
Sterling Group Wealth Management, LLC 0.14% Reduce -12.0% 4,152 $252K
ESL Trust Services, LLC 0.06% Reduce -0.2% 4,144 $251K
Retirement Planning Co of New England, Inc. 0.12% No change 4,132 $251K
Fusion Capital, LLC 0.10% No change 4,131 $251K
Barlow Wealth Partners, LLC 0.03% No change 3,971 $246K
Promethium Advisors,llc 0.16% No change 4,021 $244K
Interchange Capital Partners, LLC 0.07% No change 4,000 $243K
Clarius Group, LLC 0.02% No change 4,000 $243K
Renaissance Technologies 0.00% Reduce -90.2% 4,000 $243K
Mosaic Family Wealth Partners, LLC 0.03% No change 3,978 $241K
TFB Advisors LLC 0.07% Reduce -0.9% 3,975 $241K
Prosperity Consulting Group, LLC 0.02% Reduce -5.2% 3,975 $241K
Eagle Global Advisors LLC 0.01% Add +5.3% 3,975 $241K
First Merchants Corp. 0.01% Reduce -85.0% 3,963 $240K
First Bank & Trust 0.05% No change 3,950 $240K
Paragon Advisors, LLC 0.09% Add +3.0% 3,947 $239K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $239K
Lazari Capital Management, Inc. 0.10% Reduce -0.4% 3,923 $238K
Hirtle & Co., LLC 0.01% Add +1.6% 3,921 $238K
Tyche Wealth Partners LLC 0.05% No change 3,918 $238K
Lanark Financial, Inc. 0.02% — 3,899 $236K
Towneley Capital Management, Inc / DE 0.05% Add +0.3% 3,862 $234K
Gryphon Financial Partners LLC 0.03% New 3,849 $233K
WNY Asset Management, LLC 0.03% No change 3,847 $233K
Capital Management Associates, Inc 0.05% New 3,846 $233K
Birch Hill Investment Advisors LLC 0.01% New 3,834 $233K
Hurlow Wealth Management Group, Inc. 0.07% No change 3,826 $232K
Chicago Capital, LLC 0.01% Reduce -36.4% 3,823 $232K
Bragg Financial Advisors, Inc 0.01% No change 3,810 $231K
Sageworth Trust Co of South Dakota 0.28% No change 3,801 $231K
Camelot Technology Advisors, Inc. 0.21% No change 3,800 $231K
Independent Financial Group, LLC 0.01% Add +6.4% 3,800 $230K
HF Advisory Group, LLC 0.10% Add +1.9% 3,788 $230K
Larson Financial Group LLC 0.01% Add +48.1% 3,757 $228K
Strategic Blueprint, LLC 0.01% Reduce -9.8% 3,747 $227K
Wealth Management Nebraska 0.03% No change 3,946 $227K
Coordinated Financial Services, Inc. 0.18% — 3,723 $226K
Quarry Hill Advisors, LLC 0.15% No change 3,711 $225K
Squarepoint Ops LLC 0.00% Reduce -88.5% 3,694 $224K
BWM Planning, LLC 0.09% New 3,690 $224K
Naples Global Advisors, LLC 0.02% Reduce -1.1% 3,685 $224K
Checchi Capital Advisers, LLC 0.02% Reduce -0.8% 3,680 $223K
eCIO, Inc. 0.09% — 3,675 $223K
Arete Wealth Advisors, LLC 0.02% New 3,657 $222K
World Equity Group, Inc. 0.06% Reduce -50.0% 3,642 $221K
Colton Groome Financial Advisors, LLC 0.09% No change 3,535 $220K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +3.6% 3,626 $220K
Plante Moran Financial Advisors, LLC 0.02% Reduce -4.0% 3,615 $219K
Talisman Wealth Advisors LLC 0.22% Reduce -7.6% 3,610 $219K
Nalls Sherbakoff Group, LLC 0.18% — 3,588 $218K
Planned Solutions, Inc. 0.09% No change 3,587 $218K
USA Financial Formulas 0.04% Add +29.8% 3,585 $217K
Oarsman Capital, Inc. 0.04% Add +0.3% 3,576 $217K
Lindbrook Capital, LLC 0.02% Reduce -58.5% 3,540 $215K
Werba Rubin Papier Wealth Management 0.05% Add +0.2% 3,509 $213K
Melfa Wealth Management, Inc. 0.14% No change 3,507 $213K
TCTC Holdings, LLC 0.01% No change 3,506 $213K
Synovus Financial Corp. 0.00% Add +0.4% 3,503 $212K
Bordeaux Wealth Advisors LLC 0.04% Reduce -14.3% 3,450 $209K
Van Hulzen Asset Management, LLC 0.02% Add +23.3% 3,446 $209K
Kathmere Capital Management, LLC 0.02% New 3,423 $208K
Altiora Financial Group, LLC 0.04% New 3,410 $207K
Thornburg Investment Management Inc. 0.00% Reduce -88.1% 3,408 $207K
Petra Financial Advisors Inc. 0.17% Reduce -15.0% 3,389 $206K
Mairs & Power Inc. 0.00% New 3,378 $205K
Tradition Wealth Management, LLC 0.02% New 3,372 $205K
Optivise Advisory Services LLC 0.11% New 3,371 $204K
CNB Bank 0.10% No change 3,370 $204K
SpringVest Wealth Management LLC 0.17% New 3,369 $204K
Tacita Capital Inc 0.15% No change 3,365 $204K
Gradient Investments LLC 0.00% New 3,352 $203K
Charter Research & Investment Group, Inc. 0.16% New 3,350 $203K
CSM Advisors, LLC 0.01% New 3,350 $203K
Dominguez Wealth Management Solutions, Inc. 0.15% New 3,338 $202K
Parkside Financial Bank & Trust 0.03% Add +388.4% 3,316 $201K
LPWM LLC 0.06% New 3,300 $200K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 3,298 $200K
Essex Financial Services, Inc. 0.01% New 3,298 $200K
Radnor Capital Management, LLC 0.03% New 3,296 $200K
Central Pacific Bank - Trust Division 0.03% No change 3,237 $196K
Rothschild Investment LLC 0.01% No change 3,175 $193K
Fort Vancouver Investment Management, LLC 0.15% Reduce -0.2% 3,169 $192K
Pinnacle Bancorp, Inc. 0.06% No change 3,110 $189K
HHM Wealth Advisors, LLC 0.03% Reduce -3.9% 3,058 $185K
Independence Bank of Kentucky 0.03% No change 2,939 $178K
10Elms LLP 0.21% Add +61.7% 2,864 $174K
Atala Financial Inc 0.13% Reduce -24.7% 2,854 $173K
Rosenberg Matthew Hamilton 0.04% No change 2,775 $168K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 2,740 $166K
Optimum Investment Advisors 0.08% No change 2,633 $160K
Medallion Wealth Advisors, LLC 0.07% Add +3.9% 2,588 $157K
Solstein Capital, LLC 0.08% Reduce -88.3% 2,303 $140K
North Capital, Inc. 0.13% — 2,268 $138K
Salem Investment Counselors Inc. 0.00% Reduce -46.9% 2,268 $138K
Blue Trust, Inc. 0.00% No change 2,220 $135K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -13.7% 2,200 $133K
Cornerstone Planning Group LLC 0.03% Add +246.5% 2,086 $127K
Continuum Advisory, LLC 0.02% Add +114.8% 2,094 $127K
Evermay Wealth Management LLC 0.02% Add +5.3% 1,995 $121K
Elevation Wealth Partners, LLC 0.05% Add +0.3% 1,977 $120K
Private Trust Co. NA 0.01% Add +27.3% 1,952 $118K
Frazier Financial Advisors, LLC 0.09% Add +0.3% 1,948 $118K
MV Capital Management, Inc. 0.01% New 1,948 $118K
Intelligent Financial Strategies 0.06% Reduce -0.3% 1,919 $116K
1 North Wealth Services LLC 0.05% New 1,851 $112K
Bollard Group LLC 0.00% Add +0.3% 1,742 $106K
LGT Financial Advisors LLC 0.32% No change 1,745 $106K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $106K
Heritage Wealth Advisors 0.01% Add +29.0% 1,723 $104K
AllSquare Wealth Management LLC 0.06% Reduce -11.6% 1,700 $103K
Evolution Advisers, Inc. 0.05% No change 1,649 $100K
FAS Wealth Partners, Inc. 0.01% Reduce -42.6% 1,567 $95K
Legacy Bridge, LLC 0.05% No change 1,552 $94K
Zeit Capital LLC 0.07% Add +9.8% 1,535 $93K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,516 $92K
BlackRock, Inc. 0.00% Reduce -99.9% 1,507 $91K
Pacifica Partners Inc. 0.04% Add +0.1% 1,371 $82K
Versant Capital Management, Inc 0.01% No change 1,345 $82K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.0% 1,339 $81K
Northwest Capital Management Inc 0.03% Reduce -18.9% 1,330 $81K
TruNorth Capital Management, LLC 0.02% No change 1,297 $79K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $77K
Mondrian Investment Partners LTD 0.00% Reduce -16.5% 1,259 $76K
Financial Freedom, LLC 0.04% No change 1,233 $75K
Glass Jacobson Investment Advisors llc 0.02% No change 1,216 $70K
Quadrant Capital Group LLC 0.00% No change 1,144 $69K
Hurley Capital, LLC 0.05% Add +0.1% 1,125 $68K
Synergy Investment Management, LLC 0.03% Reduce -46.5% 1,112 $67K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -57.9% 1,062 $65K
Bangor Savings Bank 0.01% No change 1,045 $63K
Clearstead Trust, LLC 0.01% Add +1541.3% 1,034 $63K
Community Bank, N.A. 0.01% No change 1,034 $63K
Horizons Wealth Management 0.05% No change 1,014 $62K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,000 $61K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $61K
Belmont Capital, LLC 0.01% No change 997 $60K
Arlington Trust Co LLC 0.01% No change 955 $58K
Fortitude Family Office, LLC 0.02% Add +0.2% 954 $58K
Center for Financial Planning, Inc. 0.01% No change 941 $57K
Copia Wealth Management 0.05% No change 929 $56K
New Millennium Group LLC 0.04% New 914 $55K
North Ridge Wealth Advisors, Inc. 0.04% No change 900 $55K
Bogart Wealth, LLC 0.00% No change 889 $54K
Family Manage LLC 0.01% Add +0.3% 869 $53K
Mascoma Wealth Management LLC 0.01% No change 839 $51K
Vermillion Wealth Management, Inc. 0.02% No change 838 $51K
Cary Street Partners Investment Advisory LLC 0.03% Add +673.1% 835 $51K
Financial Perspectives, Inc 0.02% No change 824 $50K
Private Wealth Management Group, LLC 0.02% No change 805 $49K
Westside Investment Management, Inc. 0.01% No change 803 $49K
Gables Capital Management Inc. 0.02% No change 800 $49K
Salomon & Ludwin, LLC 0.01% No change 799 $48K
Pandora Wealth, Inc. 0.03% — 795 $48K
New Republic Capital, LLC 0.02% Reduce -75.9% 787 $48K
Frisco Financial Planning LLC 0.05% Add +0.3% 786 $48K
Darwin Wealth Management, LLC 0.02% No change 829 $48K
Luminist Capital LLC 0.05% No change 779 $47K
Abound Wealth Management 0.02% Reduce -48.2% 775 $47K
Founders Financial Alliance, LLC 0.01% No change 751 $46K
Hemington Wealth Management 0.01% No change 744 $45K
Lowe Wealth Advisors, LLC 0.02% No change 712 $43K
Beacon Capital Management, LLC 0.01% New 685 $42K
Addison Advisors LLC 0.01% No change 671 $41K
MPWM Advisory Solutions, LLC 0.03% No change 652 $40K
JDM Financial Group LLC 0.02% Add +0.3% 637 $39K
Kentucky Trust Co 0.02% No change 630 $38K
Key Financial Inc 0.01% No change 629 $38K
Boyd Watterson Asset Management LLC 0.01% No change 607 $37K
Bfsg, LLC 0.00% No change 593 $36K
Vermillion & White Wealth Management Group, LLC 0.03% Add +17.5% 591 $36K
Fairman Group, LLC 0.03% Add +14.8% 706 $35K
NFJ Investment Group, LLC 0.00% Reduce -98.4% 562 $34K
Guardian Wealth Management, Inc. 0.02% Add +4.0% 544 $33K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -6.5% 520 $32K
Aventura Private Wealth, LLC 0.02% Reduce -4.7% 513 $31K
Tsfg, LLC 0.01% No change 478 $29K
HighMark Wealth Management LLC 0.02% Add +0.4% 472 $29K
Avalon Trust Co 0.00% New 470 $29K
PFS Partners, LLC 0.01% New 445 $27K
Farmers & Merchants Investments Inc. 0.00% No change 435 $26K
Cheviot Value Management, LLC 0.00% New 402 $26K
Stephens Consulting, LLC 0.01% No change 372 $23K
Kings Path Partners LLC 0.01% Add +0.3% 371 $23K
Hopwood Financial Services, Inc. 0.02% Add +196.7% 356 $22K
Hartford Financial Management Inc. 0.00% No change 355 $22K
Iron Horse Wealth Management, LLC 0.01% No change 350 $21K
Colonial Trust Co / SC 0.00% No change 350 $21K
Washington Trust Advisors, Inc. 0.00% Reduce -66.1% 281 $17K
Arax Advisory Partners 0.00% Add +56.5% 277 $17K
Fourth Dimension Wealth, LLC 0.01% No change 272 $16K
Hantz Financial Services, Inc. 0.00% Reduce -55.0% 259 $16K
Nemes Rush Group LLC 0.00% New 262 $16K
Atticus Wealth Management, LLC 0.01% Add +1.6% 260 $16K
SOA Wealth Advisors, LLC. 0.00% No change 255 $15K
Financial Connections Group, Inc. 0.01% Add +0.4% 247 $14K
Oakworth Capital, Inc. 0.00% No change 217 $13K
Pinney & Scofield, Inc. 0.01% No change 210 $13K
Highline Wealth Partners LLC 0.00% Add +0.5% 207 $13K
Piscataqua Savings Bank 0.01% No change 200 $12K
Hanson & Doremus Investment Management 0.00% No change 190 $12K
Aberdeen Wealth Management LLC 0.01% No change 185 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 182 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -23.3% 175 $11K
GoalVest Advisory LLC 0.00% New 164 $10K
Rialto Wealth Management, LLC 0.00% No change 156 $9K
Sound Income Strategies, LLC 0.00% Reduce -30.9% 154 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 148 $9K
Wood Tarver Financial Group, LLC 0.00% No change 143 $9K
Global Trust Asset Management, LLC 0.00% No change 132 $8K
Keener Financial Planning LLC 0.01% No change 148 $8K
Legacy Wealth Managment, LLC 0.01% No change 125 $8K
Peoples Financial Services Corp. 0.00% No change 120 $7K
Safe Harbor Fiduciary, LLC 0.01% New 115 $7K
Holos Integrated Wealth LLC 0.00% No change 101 $6K
Murphy & Mullick Capital Management Corp 0.01% No change 98 $6K
Creative Capital Management Investments LLC 0.00% No change 93 $6K
Sunbelt Securities, Inc. 0.00% No change 89 $5K
Flagship Wealth Advisors, LLC 0.00% No change 84 $5K
Y.D. More Investments Ltd 0.00% New 84 $5K
Crewe Advisors LLC 0.00% Add +730.0% 83 $5K
ORG Partners LLC 0.00% No change 80 $5K
Strategic Investment Solutions, Inc. 0.00% No change 65 $4K
Washington Growth Strategies LLC 3.39% — 61 $4K
IAG Wealth Partners, LLC 0.00% Reduce -51.2% 61 $4K
Simplex Trading, LLC 0.00% New 52 $3K
Binnacle Investments Inc 0.00% — 46 $3K
Redmont Wealth Advisors LLC 0.00% New 40 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $2K
Gen-Wealth Partners Inc 0.00% No change 39 $2K
Truvestments Capital LLC 0.00% New 37 $2K
Fairscale Capital, LLC 0.00% No change 31 $2K
Country Trust Bank 0.00% New 30 $2K
Rakuten Securities, Inc. 0.00% Add +1100.0% 12 $728
McIlrath & Eck, LLC 0.00% Reduce -99.0% 4 $243
Morton Brown Family Wealth, LLC 0.00% No change 3 $182

"% 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.