Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q2 2025 (June 30)
1,357holders +63
112new positions
46sold out
4famous investors
$67.21avg. 13F price*

At the end of Q2 2025, 1,357 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 63 from Q1 2025. 112 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($1.5B), Bank of America Corp. ($1.4B) and Northern Trust Corp. ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions112$179.9M
Exits46$48.5M

All 13F filers, Q1 2025 → Q2 2025: 19,005,480 shares bought and 12,349,656 shares sold, net +6,655,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,357 holders

Morgan Stanley 0.10% Add +4.5% 22,517,204 $1.5B
Bank of America Corp. 0.11% Add +1.2% 20,191,112 $1.4B
Northern Trust Corp. 0.15% Add +3.0% 16,204,640 $1.1B
Envestnet Asset Management Inc. 0.20% Add +3.1% 10,115,902 $680.0M
PNC Financial Services Group, Inc. 0.33% Add +1.0% 7,656,203 $514.6M
Forvis Mazars Wealth Advisors, LLC 10.04% Add +2.5% 6,922,513 $465.3M
UBS Group AG 0.09% Add +6.4% 6,662,747 $447.9M
Raymond James Financial Inc. 0.14% Add +2.2% 6,092,301 $409.5M
CBIZ Investment Advisory Services, LLC 16.40% Reduce -2.1% 5,508,749 $370.3M
Vanguard Group Inc. 0.01% Add +29.0% 5,007,831 $336.6M
CIBC Asset Management Inc 1.02% Add +0.2% 4,831,180 $324.8M
Diversified Trust Co. 6.38% Add +10.1% 4,276,978 $287.5M
Janney Montgomery Scott LLC 0.74% Add +4.0% 4,193,154 $281.9M
WestEnd Advisors, LLC 6.63% Reduce -1.7% 3,977,486 $267.4M
Cresset Asset Management, LLC 1.34% Reduce -0.5% 3,974,449 $267.2M
HighTower Advisors, LLC 0.32% Add +46.3% 3,745,687 $251.8M
Summit Financial, LLC 5.22% Add +2.7% 3,430,347 $230.6M
Lincoln National Corp. 6.70% Add +6.7% 3,285,744 $220.9M
Sanders Capital, LLC 0.29% Reduce -40.4% 3,175,284 $213.4M
Stifel Financial Corp. 0.20% Add +6.4% 2,995,789 $201.4M
Baird Financial Group, Inc. 0.34% Add +8.2% 2,901,214 $195.0M
LPL Financial LLC 0.06% Add +13.3% 2,848,868 $191.5M
Cerity Partners LLC 0.31% Add +2.4% 2,571,824 $172.9M
Jones Financial Companies LLLP 0.13% Add +5.3% 2,572,625 $172.6M
Goldman Sachs Group Inc. 0.03% Add +2.5% 2,452,896 $164.9M
Truist Financial Corp. 0.24% Reduce -0.8% 2,411,756 $162.1M
Kestra Investment Management, LLC 4.79% Reduce -45.1% 2,349,882 $158.0M
Johnson Investment Counsel Inc. 1.40% Add +5.9% 2,310,042 $155.3M
Euclidean Capital LLC 47.11% Add +7.6% 2,142,684 $144.0M
Victory Capital Management Inc. 0.09% Add +17.8% 2,136,404 $143.6M
Wells Fargo & Company 0.03% Add +9.0% 2,089,623 $140.5M
Wealthspire Advisors, LLC 0.79% Add +0.9% 2,079,868 $139.8M
Blair William & Co. 0.38% Add +2.7% 2,055,577 $138.2M
Captrust Financial Advisors 0.30% Add +6.3% 2,028,672 $136.4M
Howland Capital Management LLC 5.42% Add +0.4% 1,978,324 $133.0M
Royal Bank of Canada 0.03% Add +1.6% 1,967,121 $132.2M
Osborne Partners Capital Management, LLC 6.89% Reduce -7.2% 1,926,907 $129.5M
Rockefeller Capital Management L.P. 0.28% Add +15.9% 1,872,406 $127.1M
Strid Group, LLC 15.75% Reduce -21.8% 1,666,152 $112.0M
Brown Advisory Inc. 0.14% Reduce -1.2% 1,593,877 $107.1M
Allspring Global Investments Holdings, LLC 0.18% Reduce -6.8% 1,593,270 $107.1M
Commonwealth Equity Services, LLC 0.14% Add +1.3% 1,560,204 $104.9M
Corient Private Wealth LP 0.13% Add +5.3% 1,469,579 $98.8M
Voya Financial Advisors, Inc. 9.35% Reduce -9.5% 1,382,348 $92.7M
Creative Planning 0.08% Add +1.4% 1,376,609 $92.5M
US Bancorp \de 0.11% Add +0.3% 1,325,936 $89.1M
JPMorgan Chase & Co. 0.01% Add +13.7% 1,198,975 $80.6M
United Services Automobile Association 8.18% Reduce -1.4% 1,171,715 $78.8M
Means Investment Co., Inc. 7.43% Add +2.7% 1,166,389 $78.4M
Cetera Investment Advisers 0.13% Add +3.3% 1,128,197 $75.8M
Capitolis Liquid Global Markets LLC 0.54% Add +116.5% 1,089,100 $73.2M
Glassman Wealth Services 11.19% Add +3.2% 1,086,820 $73.1M
Wealthcare Capital Management LLC 7.00% Reduce -7.9% 984,996 $66.2M
Northwestern Mutual Wealth Management Co. 0.05% Add +20.0% 967,468 $65.0M
Pinnacle Associates Ltd. 0.92% Add +5.4% 949,121 $63.8M
HB Wealth Management, LLC 0.51% Reduce -3.1% 943,219 $63.4M
NewSquare Capital LLC 4.58% Add +6.2% 940,028 $61.7M
Laird Norton Wetherby Trust Company, LLC 8.46% Reduce -13.8% 916,012 $61.6M
MML Investors Services, LLC 0.18% Reduce -6.7% 902,503 $60.7M
Osaic Holdings, Inc. 0.11% Add +3.9% 903,289 $60.1M
Wharton Business Group, LLC 2.53% Reduce -0.0% 893,094 $60.0M
Patriot Investment Management Group, Inc. 4.03% Reduce -0.5% 867,006 $58.3M
Efficient Advisors, LLC 3.45% Reduce -4.7% 861,940 $57.9M
Assetmark, Inc. 0.13% Add +1.4% 820,634 $55.2M
Bridges Investment Management Inc. 0.71% Reduce -0.6% 784,671 $52.7M
Waverly Advisors, LLC 0.56% Add +2.7% 762,109 $51.2M
Compton Wealth Advisory Group, LLC 12.92% Add +0.9% 759,796 $51.1M
Nicholas Hoffman & Company, LLC. 1.31% Add +0.4% 754,621 $50.7M
St. Louis Trust Co 6.73% Add +0.6% 752,025 $50.6M
Flower City Capital 29.75% Add +2.7% 750,406 $50.4M
Ameriprise Financial Inc. 0.01% Reduce -28.6% 729,727 $49.1M
Nisa Investment Advisors, LLC 0.22% Reduce -5.3% 729,000 $49.0M
Cwm, LLC 0.17% Add +6.0% 727,063 $48.9M
Cardinal Point Capital Management ULC 3.85% Add +10.1% 723,104 $48.6M
Moneta Group Investment Advisors LLC 0.55% Add +1.0% 681,756 $45.8M
Federation des caisses Desjardins du Quebec 0.20% Add +372.9% 680,291 $45.7M
First Horizon Advisors, Inc. 1.17% Add +4.0% 668,916 $45.0M
Fort Washington Investment Advisors Inc. 0.26% Reduce -0.7% 668,182 $44.9M
Verus Financial Partners, Inc. 4.49% Reduce -1.0% 653,201 $44.1M
Harding Loevner LP 0.29% Reduce -29.6% 649,338 $43.6M
Valmark Advisers, Inc. 0.61% Add +1.3% 647,907 $43.6M
Karpus Management, Inc. 1.39% Add +28.2% 639,394 $43.0M
Standpoint Asset Management, LLC 8.72% Reduce -15.8% 634,500 $42.7M
BIP Wealth, LLC 2.60% Reduce -1.5% 627,906 $42.2M
Pasadena Private Wealth, LLC 7.23% Add +3.5% 627,591 $42.2M
Mather Group, Llc. 0.45% Reduce -0.3% 622,577 $41.8M
Sage Financial Group Inc. 3.08% Add +2.2% 620,182 $41.7M
Blankinship & Foster, LLC 9.60% Add +2.2% 610,106 $41.0M
Cullen/Frost Bankers, Inc. 0.51% Add +2.0% 604,707 $40.6M
DT Investment Partners, LLC 3.64% Reduce -3.5% 602,218 $40.5M
Mercer Global Advisors Inc. 0.09% Add +10.8% 580,146 $39.0M
National Bank of Canada 0.04% Add +65.0% 580,120 $39.0M
MilWealth Group LLC 9.87% Reduce -1.4% 570,071 $38.3M
Cornerstone Advisors Asset Management, LLC 7.15% Add +8.6% 552,570 $37.1M
Zions Bancorporation, National Association 1.98% Add +685.7% 548,781 $36.9M
Charter Oak Capital Management, LLC 3.11% Reduce -6.2% 547,596 $36.8M
Davis R M Inc. 0.66% Reduce -0.2% 532,707 $35.8M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -0.2% 513,836 $34.5M
Bailard, Inc. 0.80% Reduce -1.1% 512,822 $34.5M
Wrenne Financial Planning LLC 16.04% Add +3.1% 510,196 $34.3M
5th Street Advisors, LLC 16.82% Add +0.1% 503,888 $33.9M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -8.3% 495,406 $33.3M
Sentinel Trust Co. Lba 3.58% Reduce -2.8% 490,375 $33.0M
Leonard Rickey Investment Advisors P.L.L.C. 6.41% Reduce -0.1% 477,262 $32.1M
Focus Partners Wealth 0.07% Add +1.8% 477,037 $32.1M
AllGen Financial Advisors, Inc. 8.47% Add +71.3% 469,078 $31.5M
LRI Investments, LLC 2.67% Add +6.1% 467,099 $31.4M
Bank of Montreal 0.02% Add +1.6% 462,607 $31.1M
Fifth Third Bancorp 0.11% Reduce -0.4% 454,002 $30.5M
Albion Financial Group 1.97% Add +0.4% 449,168 $30.2M
Dunhill Financial, LLC 8.74% Add +184.5% 449,134 $30.2M
Luminvest Wealth Management LLC 10.71% Add +4.3% 443,063 $29.9M
Pinnacle Wealth Management Advisory Group, LLC 2.47% Add +6.3% 443,356 $29.8M
Savant Capital, LLC 0.21% Reduce -1.9% 434,521 $29.2M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -10.1% 431,699 $29.2M
Bank of New York Mellon Corp 0.01% Add +1.5% 428,716 $28.8M
M&T Bank Corp 0.10% Add +157.1% 424,250 $28.5M
Sage Financial Management Group, Inc. 9.85% Reduce -5.5% 423,761 $28.5M
Roble, Belko & Company, Inc 4.13% Add +0.8% 422,097 $28.4M
Bluestem Financial Advisors, LLC 11.93% Reduce -2.1% 414,126 $27.8M
Mullooly Asset Management, Inc. 11.68% Add +1.3% 414,007 $27.8M
Granby Capital Management, LLC 15.31% No change 408,000 $27.4M
Avior Wealth Management, LLC 0.94% Reduce -0.9% 404,359 $27.2M
Somnio Financial Group, LLC 19.37% — 402,732 $27.1M
FC Advisory LLC 8.34% Reduce -1.1% 401,641 $27.0M
Pathstone Holdings, LLC 0.10% Add +19.7% 397,015 $25.5M
Newton One Investments LLC 7.95% Reduce -1.7% 375,757 $25.3M
Madison Asset Management, LLC 0.27% Add +80.3% 375,448 $25.2M
Van Cleef Asset Management,Inc 2.64% Reduce -0.5% 364,732 $24.5M
Stratos Investment Management, LLC 1.11% Add +3.2% 359,836 $24.2M
Stonebridge Capital Advisors LLC 1.83% Add +4.1% 358,858 $24.1M
Kestra Advisory Services, LLC 0.12% Add +9.3% 354,120 $23.8M
Bessemer Group Inc. 0.04% Reduce -0.5% 348,848 $23.4M
Lanham O'Dell & Company, Inc. 9.89% New 348,618 $23.4M
Agf Management Ltd. 0.11% Add +1.0% 345,135 $23.2M
Wealthcare Advisory Partners LLC 0.53% Add +14.9% 345,128 $23.2M
Citizens Financial Group Inc. 0.37% Reduce -12.3% 343,250 $23.1M
Telos Capital Management, Inc. 2.32% Add +5.1% 338,827 $22.8M
Whittier Trust Co. 0.27% Reduce -1.7% 336,383 $22.6M
Aspiriant, LLC 0.70% Add +0.9% 327,792 $22.0M
Topsail Wealth Management, LLC 4.01% Add +5.3% 326,646 $22.0M
United Capital Financial Advisors, LLC 0.18% Add +93.5% 325,010 $21.8M
Optas, LLC 4.15% Reduce -50.0% 324,883 $21.8M
Avion Wealth 4.78% Add +104.9% 311,953 $21.0M
OneDigital Investment Advisors LLC 0.23% Add +1.7% 308,109 $20.7M
Stonehage Fleming Financial Services Holdings Ltd 0.58% Reduce -4.6% 299,573 $20.1M
Tolleson Wealth Management, Inc. 3.43% Add +0.0% 298,280 $20.1M
Allworth Financial LP 0.10% Add +4.4% 297,998 $20.0M
Boston Standard Wealth Management, LLC 3.58% Add +14.1% 295,689 $19.9M
CW Advisors, LLC 0.19% Add +332.1% 293,515 $19.7M
Clear Harbor Asset Management, LLC 1.48% Add +2.1% 292,235 $19.6M
Myriad Asset Management US LP 12.87% Reduce -84.0% 289,084 $19.4M
Greenleaf Trust 0.17% Reduce -25.3% 286,400 $19.3M
&partners 0.15% Add +11.9% 281,412 $18.9M
Performa Ltd (US), LLC 5.70% Add +17.2% 281,226 $18.9M
Empower Advisory Group, LLC 0.06% Reduce -4.4% 278,820 $18.7M
Harel Insurance Investments & Financial Services Ltd. 0.21% Add +1885.5% 276,738 $18.6M
TL Private Wealth 7.65% Add +1.4% 275,971 $18.4M
Mariner, LLC 0.03% Add +23.2% 271,990 $18.3M
Define Financial, LLC 12.01% Reduce -0.7% 271,174 $18.2M
Journey Beyond Wealth, LLC 15.21% Add +27.1% 268,293 $18.0M
Natixis Advisors, LLC 0.03% Add +6.2% 268,261 $18.0M
BLB&B Advisors, LLC 0.83% Add +1.4% 264,599 $17.8M
Mb, Levis & Associates, LLC 7.69% Add +0.9% 260,575 $17.5M
Five Pine Wealth Management 12.95% Add +4.3% 260,193 $17.5M
Associated Banc-Corp 0.49% Add +16.6% 258,561 $17.4M
Stephens Inc. 0.23% Add +1.1% 254,009 $17.1M
Beacon Wealthcare LLC 6.43% Add +1.5% 253,527 $17.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.29% Add +11.1% 253,498 $17.0M
ETF Portfolio Partners, Inc. 4.69% Add +0.6% 251,634 $16.9M
Bartlett & Co. Wealth Management LLC 0.24% Reduce -0.3% 251,073 $16.9M
Firestone Capital Management 3.93% Add +3.1% 248,306 $16.7M
Ballast, Inc. 4.34% Reduce -4.6% 246,864 $16.6M
River Wealth Advisors LLC 2.05% Reduce -1.8% 244,830 $16.5M
Chesley Taft & Associates LLC 0.73% Add +2.9% 243,654 $16.4M
Valley Financial Group, Inc. 9.86% Add +3.7% 242,165 $16.3M
SouthState Bank Corp 0.70% Reduce -1.3% 238,994 $16.1M
Main Management LLC 1.26% Add +1.7% 238,435 $16.0M
Berkshire Asset Management LLC 0.71% Add +0.5% 232,843 $15.7M
Ballentine Partners, LLC 0.23% Add +3.8% 228,079 $15.3M
FMR LLC 0.00% Add +2.3% 226,747 $15.2M
Coldstream Capital Management Inc. 0.25% Reduce -2.4% 225,773 $15.2M
JMG Financial Group, Ltd. 0.46% Reduce -2.2% 224,959 $15.1M
Woodmont Investment Counsel LLC 0.99% Reduce -0.3% 224,053 $15.1M
Astoria Strategic Wealth, Inc. 4.02% Add +7.1% 221,161 $14.9M
Evergreen Capital Management LLC 0.43% Reduce -0.8% 214,247 $14.4M
Scissortail Wealth Management, LLC 3.46% Add +1.6% 213,960 $14.4M
AlphaCore Capital LLC 0.55% Add +971.3% 213,434 $14.3M
Triune Financial Partners, LLC 3.88% Reduce -1.2% 209,735 $14.1M
Badgley Phelps Wealth Managers, LLC 0.31% Reduce -5.6% 205,026 $13.8M
Avalon Advisory Group 5.87% Add +2.6% 203,413 $13.7M
DAVENPORT & Co LLC 0.08% Add +8.9% 202,247 $13.6M
Toronto Dominion Bank 0.03% New 200,000 $13.4M
Compass Planning Associates Inc 12.31% Reduce -1.9% 199,583 $13.4M
Hillcrest Wealth Advisors - NY, LLC 6.30% Reduce -0.4% 199,429 $13.4M
Jane Street Group, LLC 0.02% New 197,413 $13.3M
Country Club Bank 0.83% Reduce -0.2% 195,591 $13.1M
Comerica Bank 0.05% Reduce -2.9% 194,333 $13.1M
Coston, McIsaac & Partners 3.38% Add +3.4% 193,910 $13.0M
Stratos Wealth Advisors, LLC 0.67% Add +2517.3% 189,046 $12.7M
MAI Capital Management 0.09% Add +3.0% 188,542 $12.7M
Twelve Points Wealth Management LLC 3.41% New 188,242 $12.7M
D.A. Davidson & Co. 0.09% Add +3.5% 186,425 $12.5M
CKW Financial Group 1.44% Reduce -2.8% 186,026 $12.5M
Thrivent Financial for Lutherans 0.03% New 181,715 $12.2M
SCS Capital Management LLC 0.14% Reduce -0.2% 181,485 $12.2M
AMG National Trust Bank 0.32% No change 181,281 $12.2M
WASHINGTON TRUST Co 0.43% Add +0.1% 180,553 $12.1M
Curi Capital, LLC 0.23% Add +31.4% 179,810 $12.1M
NewEdge Advisors, LLC 0.06% Add +5.9% 178,892 $12.0M
Wesbanco Bank Inc. 0.35% Add +4.7% 175,172 $11.8M
Ifrah Financial Services, Inc. 3.17% Reduce -1.3% 172,854 $11.6M
Quantinno Capital Management LP 0.05% Add +18.0% 171,157 $11.5M
Baltimore-Washington Financial Advisors, Inc. 0.54% Add +5.1% 170,926 $11.5M
Hall Capital Management Co. Inc. 4.81% Add +56.0% 169,530 $11.4M
Dakota Wealth Management 0.24% Reduce -17.4% 169,155 $11.4M
TrueWealth Financial Partners 6.22% Reduce -22.2% 167,849 $11.3M
Seeds Investor LLC 2.65% Add +0.2% 167,698 $11.3M
Citigroup Inc. 0.01% Reduce -56.6% 167,551 $11.3M
Joel Isaacson & Co., LLC 0.45% Add +4.2% 165,155 $11.1M
VERITY Wealth Advisors 7.39% Add +6.4% 163,591 $11.0M
Heritage Investors Management Corp. 0.34% Reduce -2.8% 160,895 $10.8M
Focus Partners Advisor Solutions, LLC 0.14% Add +91.2% 160,398 $10.8M
VSM Wealth Advisory, LLC 3.44% Reduce -0.3% 155,019 $10.4M
Accredited Investors Inc. 0.61% Reduce -3.6% 154,016 $10.4M
Quest Investment Management LLC 1.13% Add +26.9% 153,121 $10.3M
TruWealth Advisors, LLC 0.56% New 151,396 $10.2M
Park Avenue Securities LLC 0.09% Add +2.8% 149,814 $10.1M
Beacon Pointe Advisors, LLC 0.10% Reduce -8.1% 148,771 $10.0M
OLIO Financial Planning 3.12% Add +3.3% 147,294 $9.9M
Whittier Trust Co. of Nevada Inc. 0.22% Reduce -6.2% 147,265 $9.9M
Axis Capital Holdings Ltd. 4.02% No change 146,362 $9.8M
Pinnacle Financial Partners Inc 0.20% Reduce -1.1% 144,958 $9.7M
Pinnacle Financial Group, LLC / IL 3.26% Add +0.4% 144,925 $9.7M
Simplicity Wealth,LLC 0.40% Add +364.6% 143,996 $9.7M
Sanctuary Advisors, LLC 0.06% Reduce -2.1% 142,942 $9.6M
Cherry Tree Wealth Management, LLC 2.22% Reduce -3.2% 142,249 $9.6M
Beaird Harris Wealth Management, LLC 0.72% Reduce -1.8% 138,458 $9.3M
Chatham Capital Group, Inc. 1.41% Reduce -0.6% 137,795 $9.3M
Principia Wealth Advisory, LLC 7.77% Reduce -11.3% 136,154 $9.2M
Benchmark Wealth Management, LLC 4.04% Reduce -0.2% 135,384 $9.1M
Pure Financial Advisors, LLC 0.16% Add +69.5% 135,158 $9.1M
Financial Management Professionals, Inc. 1.01% Add +2.7% 134,168 $9.0M
Balanced Wealth Group LLC 3.89% Reduce -1.1% 134,559 $9.0M
F/m Investments LLC 0.32% Add +7.4% 132,907 $8.9M
Avantax Advisory Services, Inc. 0.05% Reduce -20.2% 132,336 $8.9M
Financial Engines Advisors L.L.C. 0.02% Add +2722.4% 131,157 $8.8M
Archer Investment Management, LLC 6.36% Reduce -22.1% 130,442 $8.8M
Bahl & Gaynor LLC 0.04% Add +16.3% 129,805 $8.7M
Commerce Bank 0.05% Add +18.7% 127,852 $8.6M
Berkeley Capital Partners, LLC 2.18% Add +4.2% 127,773 $8.6M
Equitable Holdings, Inc. 0.07% Add +25.4% 127,701 $8.6M
Richmond Investment Services, LLC 1.80% New 126,524 $8.5M
Phillips Financial Management, LLC 0.62% Reduce -1.2% 126,344 $8.5M
Avidian Wealth Enterprises, LLC 0.34% Add +0.3% 124,720 $8.4M
Ridgepath Capital Management LLC 3.77% New 122,139 $8.2M
Coastal Bridge Advisors, LLC 0.68% New 120,931 $8.1M
Lam Group, Inc. 5.43% Reduce -0.7% 120,847 $8.1M
Perigon Wealth Management, LLC 0.19% Add +3.1% 120,364 $8.1M
Clearstead Advisors, LLC 0.11% Reduce -0.2% 119,563 $8.0M
Ti-Trust, Inc. 5.33% Add +0.6% 118,291 $8.0M
Kraft, Davis & Associates, LLC 2.18% Add +1.2% 117,175 $7.9M
Idaho Trust Co 2.83% Add +4.8% 117,683 $7.9M
Axxcess Wealth Management, LLC 0.19% Add +329.3% 116,539 $7.8M
BNP Paribas Financial Markets 0.01% Reduce -68.0% 114,003 $7.7M
Archvest Wealth Advisors, Inc. 6.68% Reduce -10.3% 113,999 $7.7M
WBH Advisory Inc. 0.65% Add +7.2% 113,912 $7.7M
Lodestar Private Asset Management LLC 0.88% Reduce -0.3% 113,432 $7.6M
MorganRosel Wealth Management, LLC 2.07% Reduce -5.6% 112,816 $7.6M
Liberty Wealth Management LLC 1.19% New 112,794 $7.6M
Trust Point Inc. 0.71% Add +41.7% 112,615 $7.6M
Balentine LLC 0.29% No change 112,027 $7.5M
Kestra Private Wealth Services, LLC 0.11% Add +2.3% 111,406 $7.5M
Welch & Forbes LLC 0.09% Add +18.4% 110,382 $7.4M
PDS Planning, Inc 0.54% Reduce -3.3% 107,862 $7.3M
Adams Wealth Management 1.38% Add +4.7% 107,752 $7.2M
CacheTech Inc. 1.33% Add +4.7% 107,752 $7.2M
Columbia River Financial Group, LLC 4.63% Reduce -15.3% 106,604 $7.2M
Cary Street Partners Financial LLC 0.20% Reduce -0.4% 105,677 $7.1M
Twin Focus Capital Partners, LLC 0.99% Reduce -3.9% 105,404 $7.1M
Evercore Wealth Management, LLC 0.11% Add +23.2% 104,017 $7.0M
Freestone Capital Holdings, LLC 0.23% Reduce -0.5% 102,709 $6.9M
Sequoia Financial Advisors, LLC 0.05% Reduce -1.4% 102,647 $6.9M
Goldstone Financial Group, LLC 0.91% Add +108.2% 102,022 $6.9M
Hughes Financial Services, LLC 1.18% Reduce -5.7% 101,537 $6.9M
Fee-Only Financial Planning, L.C. 4.24% Add +1.0% 101,844 $6.8M
Agate Pass Investment Management, LLC 2.79% Add +1.4% 101,004 $6.8M
Trust Co. of Vermont 0.32% Add +2.6% 100,321 $6.7M
Atria Wealth Solutions, Inc. 0.15% Reduce -54.5% 99,748 $6.7M
Brave Asset Management Inc. 1.83% Reduce -28.2% 99,808 $6.7M
Modern Wealth Management, LLC 0.17% Add +4.5% 99,904 $6.7M
Atria Investments, Inc 0.08% Add +0.6% 98,329 $6.6M
CIBC Private Wealth Group LLC 0.01% Reduce -2.5% 97,739 $6.6M
Nwam LLC 0.38% Add +182.0% 97,087 $6.5M
Hartmann Taylor Wealth Management, LLC 5.41% Add +16.2% 96,647 $6.5M
Breakwater Investment Management 2.51% Reduce -0.3% 96,482 $6.5M
Industrial Alliance Investment Management Inc. 4.33% No change 95,873 $6.4M
NorthCoast Asset Management LLC 0.03% Reduce -14.0% 95,787 $6.4M
Wealthfront Advisers LLC 0.02% Add +33.0% 95,600 $6.4M
Brighton Jones LLC 0.17% Add +176.4% 94,582 $6.4M
Grange Capital, LLC 6.56% Add +1915.7% 93,327 $6.3M
City of London Investment Management Co. Ltd. 0.58% Add +44.4% 93,320 $6.3M
IFP Advisors, Inc 0.18% Reduce -5.7% 92,306 $6.2M
AlTi Global, Inc. 0.15% Reduce -10.0% 91,928 $6.2M
Wedmont Private Capital 0.26% Add +9.6% 91,446 $6.2M
North Star Asset Management Inc. 0.26% Add +0.3% 91,660 $6.2M
IMA Advisory Services, Inc. 0.66% Reduce -2.4% 91,842 $6.2M
McKinley Carter Wealth Services, Inc. 0.34% Add +10.5% 90,733 $6.1M
Advisory Services Network, LLC 0.09% Add +178.9% 86,809 $5.8M
QRG Capital Management, Inc. 0.05% Add +0.4% 85,352 $5.7M
Transcend Capital Advisors, LLC 0.44% Reduce -4.4% 84,992 $5.7M
Integrated Advisors Network LLC 0.26% Add +1.3% 84,990 $5.7M
One Capital Management, LLC 0.20% Add +8.2% 84,229 $5.7M
BBR Partners, LLC 0.35% Reduce -1.0% 84,045 $5.6M
Allegiance Financial Group Advisory Services LLC 1.49% Reduce -13.5% 83,469 $5.6M
Kiley Juergens Wealth Management, LLC 1.29% Add +9.6% 83,186 $5.6M
MeadowBrook Investment Advisors LLC 5.04% Reduce -6.5% 82,628 $5.6M
Simon Quick Advisors, LLC 0.28% Add +0.0% 82,104 $5.5M
Advocate Group LLC 0.98% Add +1.6% 81,671 $5.5M
Franklin Resources Inc. 0.00% Reduce -11.7% 80,094 $5.4M
Wealthspire Retirement, LLC 0.36% Add +4.1% 79,947 $5.4M
Indie Asset Partners, LLC 9.70% New 79,311 $5.3M
GFS Advisors, LLC 0.73% Reduce -2.5% 78,835 $5.3M
Compass Ion Advisors, LLC 0.57% Add +2.4% 77,938 $5.2M
Valpey Financial Services, LLC 3.62% — 77,935 $5.2M
DRW Securities, LLC 0.37% New 77,809 $5.2M
Quantum Capital Management, LLC / NJ 0.56% Add +43.9% 77,556 $5.2M
HSBC Holdings PLC 0.00% Reduce -6.9% 76,886 $5.2M
Barrett & Company, Inc. 1.94% Add +5.0% 76,869 $5.2M
Lansing Street Advisors 1.53% Add +17.2% 76,572 $5.1M
NewEdge Wealth, LLC 0.08% Reduce -41.3% 74,479 $5.1M
Altura Wealth Advisors Inc. 2.84% Reduce -4.7% 75,614 $5.1M
Sapient Capital LLC 0.09% Reduce -1.4% 75,121 $5.0M
CGN Advisors LLC 0.45% Reduce -0.6% 74,331 $5.0M
Advisor OS, LLC 0.48% Add +19.6% 73,012 $4.9M
Gladwyn Financial Advisors, Inc. 3.74% — 71,911 $4.8M
Addis & Hill, Inc 3.13% Reduce -1.0% 71,313 $4.8M
Pine Valley Investments Ltd Liability Co 0.28% Add +1.6% 71,039 $4.8M
Next Level Wealth Planning, LLC 3.04% Reduce -14.3% 70,638 $4.7M
Schroder Investment Management Group 0.00% Add +5.7% 69,576 $4.7M
AQR Capital Management 0.00% Add +90.9% 69,175 $4.6M
Cadence Wealth Management LLC 3.06% Add +0.7% 68,763 $4.6M
Disciplined Investors, L.L.C. 3.59% Add +4.7% 68,480 $4.6M
Graves Light Lenhart Wealth, Inc. 0.55% Reduce -2.0% 68,457 $4.6M
Alta Advisers Ltd 1.63% Reduce -2.6% 68,328 $4.6M
Peapack Gladstone Financial Corp. 0.06% Add +9.4% 67,856 $4.6M
Facet Wealth, Inc. 0.10% Add +6.2% 68,464 $4.6M
Black Diamond Financial, LLC 0.70% Reduce -7.0% 67,111 $4.5M
3Chopt Investment Partners, LLC 1.08% Add +1.9% 67,109 $4.5M
Fiduciary Trust Co 0.06% Reduce -0.1% 66,503 $4.5M
Sawgrass Asset Management LLC 0.50% No change 65,946 $4.4M
Fiducient Advisors LLC 0.54% Add +23.8% 65,862 $4.4M
Steward Partners Investment Advisory, LLC 0.03% Reduce -16.3% 65,765 $4.4M
Fiduciary Financial Group, LLC 0.78% Add +0.8% 64,401 $4.3M
Stratos Wealth Partners, LTD. 0.06% Add +5.0% 64,398 $4.3M
Bluespring Wealth Management, LLC 0.41% Add +0.2% 64,356 $4.3M
Portland Global Advisors LLC 0.51% Add +4.1% 64,290 $4.3M
Northeast Investment Management 0.18% Add +3.2% 64,165 $4.3M
Beaumont Asset Management, L.L.C. 2.30% New 63,777 $4.3M
Belpointe Asset Management LLC 0.18% Add +159.1% 63,092 $4.2M
Wilson & Boucher Capital Management, LLC 2.94% Add +6.3% 62,783 $4.2M
Washington Growth Strategies LLC 3.20% — 62,322 $4.2M
Algorithmic Investment Models, LLC 2.85% Add +19.6% 61,964 $4.2M
Foundation Wealth Management, LLC\PA 1.79% Reduce -2.7% 61,667 $4.1M
Ritholtz Wealth Management 0.09% Add +0.6% 61,641 $4.1M
Migdal Insurance & Financial Holdings Ltd. 0.05% Reduce -2.5% 61,274 $4.1M
Upper Left Wealth Management, LLC 2.74% Reduce -0.5% 61,092 $4.1M
Tiaa Trust, National Association 0.01% Reduce -1.6% 60,848 $4.1M
Centennial Bank 1.71% Add +63.0% 60,755 $4.1M
Park Edge Advisors, LLC 1.05% New 60,683 $4.1M
Prospera Financial Services Inc 0.08% Add +6.5% 60,089 $4.0M
Apollon Wealth Management, LLC 0.08% Reduce -8.6% 59,726 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.18% — 59,010 $4.0M
Rwa Wealth Partners, LLC 0.05% Reduce -0.9% 58,948 $4.0M
Spinnaker Trust 0.24% Reduce -5.4% 58,742 $3.9M
Coastline Trust Co 0.45% No change 58,500 $3.9M
Kingsview Wealth Management, LLC 0.07% Add +0.7% 58,387 $3.9M
Fiduciary Advisors, Inc. 3.40% Add +1.0% 57,450 $3.9M
SOL Capital Management CO 0.37% Reduce -0.5% 57,115 $3.8M
Dorsey & Whitney Trust CO LLC 0.20% No change 56,952 $3.8M
Alpine Bank Wealth Management 0.58% Reduce -1.2% 56,702 $3.8M
JNBA Financial Advisors 0.36% Add +1.3% 56,339 $3.8M
Caliber Wealth Management, LLC / KS 0.40% Reduce -14.1% 55,858 $3.8M
TD Private Client Wealth LLC 0.09% Reduce -2.0% 55,363 $3.7M
Pine Ridge Advisers LLC 0.24% Reduce -2.8% 55,242 $3.7M
Stokes Family Office, LLC 0.39% Add +10.0% 55,207 $3.7M
Prospera Capital Management, LLC 1.97% Add +4.2% 53,072 $3.6M
First American Trust, FSB 0.28% Add +25.9% 52,865 $3.6M
Aufman Associates Inc 2.18% Reduce -0.7% 52,586 $3.5M
Values Added Financial LLC 1.71% No change 52,546 $3.5M
DF Dent & Co. Inc. 0.04% Add +1.8% 52,452 $3.5M
Daymark Wealth Partners, LLC 0.13% Add +41.1% 52,422 $3.5M
First PREMIER Bank 0.85% Reduce -7.2% 52,283 $3.5M
Integrated Wealth Concepts LLC 0.04% Reduce -7.3% 52,246 $3.5M
Benchmark Financial Wealth Advisors, LLC 1.16% Add +0.3% 52,065 $3.5M
Marquette Associates, Inc. 3.43% No change 51,971 $3.5M
Cloud Capital Management, LLC 2.17% Reduce -0.5% 51,853 $3.5M
Clark Asset Management, LLC 0.47% Add +0.4% 51,459 $3.5M
Security Financial Services, INC. 0.61% Reduce -0.1% 51,256 $3.4M
Klingman & Associates, LLC 0.19% No change 51,137 $3.4M
Sage Mountain Advisors LLC 0.22% Add +3.1% 51,104 $3.4M
Wealthcare Capital Partners, LLC 1.72% Add +14.8% 50,985 $3.4M
Creekside Partners 1.63% Add +32.9% 50,974 $3.4M
Newman Dignan & Sheerar, Inc. 0.79% Add +2.6% 50,836 $3.4M
Intrepid Family Office LLC 3.63% Add +100.0% 50,000 $3.4M
Parsons Capital Management Inc. 0.21% Reduce -0.3% 49,959 $3.4M
Turtle Creek Wealth Advisors, LLC 0.40% No change 49,901 $3.4M
Richard P Slaughter Associates Inc 0.68% Reduce -13.9% 49,706 $3.3M
Northeast Financial Consultants Inc 0.13% No change 49,044 $3.3M
Beacon Bank & Trust 0.75% Add +14.5% 48,895 $3.3M
Wilmington Savings Fund Society, FSB 0.06% Add +0.4% 48,393 $3.3M
J.W. Cole Advisors, Inc. 0.07% Add +87.9% 47,969 $3.2M
TD Waterhouse Canada Inc. 0.02% Add +72.3% 47,885 $3.2M
Burling Wealth Partners, LLC 0.59% Add +23.4% 47,716 $3.2M
Providence First Trust Co 1.13% No change 47,649 $3.2M
NYL Investors LLC 0.92% Add +4.3% 47,644 $3.2M
Asset Allocation & Management Company, LLC 1.49% New 47,500 $3.2M
Northstar Group, Inc. 0.51% Add +2.1% 47,290 $3.2M
Private Advisor Group, LLC 0.02% Add +9.0% 47,193 $3.2M
Camelot Portfolios, LLC 1.87% Reduce -0.3% 46,453 $3.1M
Atlas Capital Advisors Inc. 0.38% Add +17.2% 46,186 $3.1M
Sigma Planning Corp 0.09% Reduce -4.2% 45,901 $3.1M
Factor Wealth Management LTD 0.84% Add +8.0% 45,780 $3.1M
Bleakley Financial Group, LLC 0.08% Add +11.1% 45,654 $3.1M
Bank of New Hampshire 0.75% Reduce -6.0% 44,819 $3.0M
Mayflower Financial Advisors, LLC 0.42% Add +0.2% 44,714 $3.0M
Keybank National Association 0.01% Add +0.0% 44,611 $3.0M
Tortoise Investment Management, LLC 0.29% Reduce -0.6% 44,583 $3.0M
Tennessee Valley Asset Management Partners 0.76% Reduce -43.1% 44,558 $3.0M
Family Wealth Partners, LLC 1.20% Reduce -7.4% 44,449 $3.0M
Atlantic Private Wealth, LLC 2.00% Add +72.5% 44,370 $3.0M
RFG Advisory, LLC 0.07% Reduce -3.8% 44,305 $3.0M
Howe & Rusling Inc. 0.22% Add +7.2% 44,131 $3.0M
Thompson Siegel & Walmsley LLC 0.05% Add +0.8% 43,938 $3.0M
DHK Financial Advisors, Inc. 1.69% Add +0.0% 43,738 $2.9M
Flagship Harbor Advisors, LLC 0.14% Reduce -0.3% 43,675 $2.9M
Financial Advisory Corp 0.45% Reduce -4.1% 43,624 $2.9M
Carnegie Investment Counsel 0.06% Add +9.0% 43,387 $2.9M
Evergreen Wealth Management, LLC 1.63% Reduce -1.8% 43,568 $2.9M
Roundview Capital LLC 0.19% Add +55.2% 43,225 $2.9M
Meridian Wealth Management, LLC 0.12% Add +1.3% 42,551 $2.9M
Carret Asset Management, LLC 0.30% Add +0.7% 41,831 $2.8M
Gibson Wealth Advisors LLC 2.09% Add +3.6% 41,809 $2.8M
Cibc World Market Inc. 0.01% Add +27.3% 41,491 $2.8M
Gibraltar Capital Management, Inc. 0.54% Reduce -0.0% 41,485 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +31.5% 41,263 $2.8M
Trevian Wealth Management LLC 1.68% Reduce -5.4% 40,991 $2.8M
Spire Wealth Management 0.10% Reduce -3.0% 40,565 $2.7M
Gotham Asset Management 0.02% Add +4.8% 40,222 $2.7M
Sightline Wealth Advisors, LLC 1.30% Add +5.5% 40,099 $2.7M
Moulton Wealth Management, Inc. 2.03% New 39,783 $2.7M
Matrix Trust Co 0.43% New 39,879 $2.7M
SWP Financial LLC 1.44% Reduce -5.5% 38,909 $2.6M
Columbus Macro, LLC 0.32% Add +16.7% 38,560 $2.6M
Lumbard & Kellner, LLC 1.12% Reduce -31.1% 38,376 $2.6M
Apella Capital, LLC 0.07% Add +25.9% 38,114 $2.5M
Burke & Herbert Bank & Trust Co. 0.57% Reduce -3.2% 37,790 $2.5M
Insigneo Advisory Services, LLC 0.22% Add +2.3% 37,696 $2.5M
Webster Bank, N. A. 0.26% Add +6.7% 37,629 $2.5M
Flputnam Investment Management Co. 0.04% Reduce -18.9% 37,425 $2.5M
Beacon Investment Advisory Services, Inc. 0.11% Reduce -1.2% 37,394 $2.5M
Patten Group, Inc. 0.52% Add +16.5% 36,885 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.31% Reduce -2.5% 36,833 $2.5M
Post Resch Tallon Group Inc. 2.39% Reduce -3.5% 36,695 $2.5M
Snowden Capital Advisors LLC 0.07% No change 36,333 $2.4M
Great Valley Advisor Group, Inc. 0.05% Add +1.2% 36,230 $2.4M
Raffa Wealth Management, LLC 0.49% Reduce -2.4% 36,125 $2.4M
Ieq Capital, LLC 0.01% Add +55.9% 36,107 $2.4M
Red Mountain Financial, LLC 2.69% Reduce -0.2% 36,023 $2.4M
Meridian Wealth Partners, LLC 0.35% Reduce -4.0% 35,954 $2.4M
Lowe Brockenbrough & Co. Inc. 0.14% No change 35,770 $2.4M
Summit Trail Advisors, LLC 0.04% New 35,613 $2.4M
Continental Investors Services, Inc. 4.30% Reduce -6.6% 35,600 $2.4M
Leavell Investment Management, Inc. 0.11% Reduce -0.1% 35,595 $2.4M
Mission Wealth Management, LP 0.05% Reduce -3.4% 35,196 $2.4M
Anderson Hoagland & Co. 0.23% Reduce -5.9% 35,154 $2.4M
Falcon Wealth Planning 0.24% Add +1.0% 35,143 $2.4M
Baker Ellis Asset Management LLC 0.32% No change 35,126 $2.4M
Merit Financial Group, LLC 0.03% Add +115.5% 35,069 $2.4M
Evanson Asset Management, LLC 0.15% Add +528.4% 34,813 $2.3M
Atlantic Union Bankshares Corp 0.05% Add +59.5% 34,593 $2.3M
Ramiah Investment Group 2.50% Reduce -2.4% 34,590 $2.3M
Sax Wealth Advisors, LLC 0.14% Add +0.5% 34,537 $2.3M
Main Street Financial Solutions, LLC 0.17% Add +15.3% 34,100 $2.3M
Mutual Advisors, LLC 0.06% Add +1.2% 33,401 $2.3M
Compass Advisory Group LLC 0.72% Add +1.0% 34,008 $2.3M
Truepoint, Inc. 0.06% Reduce -1.7% 33,867 $2.3M
Betterment LLC 0.00% Reduce -11.7% 33,684 $2.3M
Snider Financial Group 0.65% Add +0.3% 33,589 $2.3M
Cowa, LLC 0.85% Add +0.1% 33,361 $2.2M
True Link Financial Advisors, LLC 0.15% Reduce -2.2% 33,267 $2.2M
StoneX Group Inc. 0.11% Add +0.3% 32,904 $2.2M
Journey Advisory Group, LLC 0.17% Reduce -8.9% 32,874 $2.2M
MGB Wealth Management, LLC 0.72% New 32,711 $2.2M
Myecfo, LLC 1.08% Reduce -3.0% 32,643 $2.2M
Monograph Wealth Advisors, LLC 0.27% No change 32,565 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -6.9% 32,386 $2.2M
Shoker Investment Counsel, Inc. 0.68% Reduce -1.3% 32,352 $2.2M
Cobblestone Capital Advisors LLC 0.11% Reduce -1.1% 32,294 $2.2M
First Heartland Consultants, Inc. 0.19% Add +38.1% 32,292 $2.2M
Grove Street Fiduciary, LLC 1.04% Reduce -7.1% 32,232 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.35% No change 32,105 $2.2M
Staley Capital Advisers Inc. 0.09% Add +1.3% 32,012 $2.2M
Unconventional Investor, LLC 1.19% Reduce -3.3% 31,990 $2.2M
Minot DeBlois Advisors LLC 2.03% Add +2.4% 31,960 $2.1M
Kanawha Capital Management LLC 0.16% Reduce -0.2% 31,943 $2.1M
Ironwood Financial, llc 0.46% No change 35,366 $2.1M
Gilman Hill Asset Management, LLC 0.35% Reduce -1.0% 31,725 $2.1M
Charis Legacy Partners, LLC 3.49% Add +1.2% 31,559 $2.1M
Grandfield & Dodd, LLC 0.12% Add +0.2% 31,282 $2.1M
Professional Financial Advisors, LLC 0.49% Reduce -42.0% 31,274 $2.1M
S&co Inc. 0.13% No change 31,256 $2.1M
Howard Wealth Management, LLC 1.06% Add +6.2% 31,142 $2.1M
Abacus Planning Group, Inc. 0.31% Reduce -0.5% 31,109 $2.1M
Caitlin John, LLC 1.90% Add +142.7% 31,052 $2.1M
Mine & Arao Wealth Creation & Management, LLC. 0.93% Add +0.5% 30,972 $2.1M
Modera Wealth Management, LLC 0.03% Add +0.7% 30,607 $2.1M
Miller Investment Management, LP 0.21% No change 30,290 $2.0M
CORDA Investment Management, LLC. 0.15% Add +0.7% 30,153 $2.0M
Family CFO Inc 1.01% Reduce -3.5% 30,109 $2.0M
Squarepoint Ops LLC 0.00% Add +711.4% 29,973 $2.0M
Boltwood Capital Management 0.57% Reduce -6.3% 29,944 $2.0M
Pioneer Wealth Management Group 0.73% Add +56.3% 29,467 $2.0M
Boston Family Office LLC 0.13% Reduce -0.6% 29,285 $2.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.11% Reduce -10.5% 29,191 $2.0M
Harbour Investments, Inc. 0.05% Add +111.5% 29,108 $2.0M
Synergy Asset Management, LLC 0.22% Reduce -1.5% 28,999 $1.9M
Partners in Financial Planning 0.36% Add +0.8% 28,996 $1.9M
Arkadios Wealth Advisors 0.06% Add +320.4% 28,933 $1.9M
Cardiff Park Advisors, LLC 0.17% Add +0.7% 28,770 $1.9M
Composition Wealth, LLC 0.03% Add +28.3% 28,716 $1.9M
Siligmueller & Norvid Wealth Advisors LLC 0.75% Add +28.6% 28,627 $1.9M
Mgo One Seven LLC 0.06% Reduce -70.6% 28,483 $1.9M
Manchester Capital Management LLC 0.25% Reduce -79.2% 28,436 $1.9M
Hancock Whitney Corp. 0.04% New 28,384 $1.9M
Allen Investment Management, LLC 0.02% No change 28,293 $1.9M
L.M. Kohn & Company 0.51% Add +215.3% 28,010 $1.9M
Common Fund for Nonprofit Organizations 0.19% Reduce -25.3% 28,010 $1.9M
Whitegate Investment Counselors, Inc. 0.64% Reduce -3.7% 27,822 $1.9M
Concurrent Investment Advisors, LLC 0.04% Add +53.3% 27,815 $1.9M
Litman Gregory Wealth Management LLC 0.15% Reduce -2.3% 27,784 $1.9M
Parallel Advisors, LLC 0.04% Add +17.4% 27,726 $1.9M
Kingswood Wealth Advisors, LLC 0.15% Add +19.7% 27,356 $1.8M
Operose Advisors LLC 0.52% No change 27,272 $1.8M
CENTRAL TRUST Co 0.04% Add +26.1% 27,161 $1.8M
Accredited Wealth Management, LLC 1.46% Reduce -5.2% 26,844 $1.8M
Lido Advisors, LLC 0.01% Reduce -89.7% 26,705 $1.8M
Farther Finance Advisors, LLC 0.04% Add +18.8% 26,396 $1.8M
Capital Investment Advisory Services, LLC 0.14% Reduce -84.0% 26,179 $1.8M
Smithfield Trust Co 0.08% Add +1.7% 26,442 $1.8M
Tobias Financial Advisors, Inc. 0.30% Add +0.5% 25,894 $1.7M
Mengis Capital Management, Inc. 0.37% Reduce -0.2% 25,686 $1.7M
Tocqueville Asset Management L.P. 0.03% Add +10.6% 25,499 $1.7M
Chapin Davis, Inc. 0.47% Add +0.6% 25,087 $1.7M
RS Crum Inc. 0.40% Reduce -0.7% 25,075 $1.7M
Sage Rhino Capital LLC 0.35% Reduce -17.6% 24,777 $1.7M
Archer Investment Corp 0.40% Add +11.7% 24,628 $1.7M
Warner Financial, Inc. 0.68% Add +0.1% 24,529 $1.6M
American Capital Advisory, LLC 0.82% Reduce -1.7% 24,527 $1.6M
Visionary Wealth Advisors 0.08% Add +0.8% 24,515 $1.6M
HM Payson & Co. 0.03% Add +2.6% 24,467 $1.6M
Financial Insights, Inc. 0.60% No change 24,434 $1.6M
Sand Hill Global Advisors, LLC 0.06% No change 24,058 $1.6M
Lokken Investment Group LLC 0.61% Add +54.2% 23,596 $1.6M
Northwest Wealth Management, LLC 0.28% Reduce -0.6% 23,394 $1.6M
Signet Financial Management, LLC 0.20% Reduce -5.8% 23,228 $1.6M
New England Private Wealth Advisors LLC 0.23% Add +0.2% 23,134 $1.6M
EP Wealth Advisors, LLC 0.01% Add +11.7% 22,887 $1.5M
AdvisorNet Financial, Inc 0.10% Add +14.7% 22,864 $1.5M
Ascent Group, LLC 0.06% Reduce -9.4% 22,798 $1.5M
Cozad Asset Management Inc. 0.13% Add +7.6% 22,725 $1.5M
Atlas Brown,Inc. 0.49% Reduce -0.1% 22,683 $1.5M
White Lighthouse Investment Management Inc. 0.25% Add +5.5% 22,434 $1.5M
VestGen Advisors, LLC 0.06% Add +334.7% 22,433 $1.5M
Wedbush Securities Inc. 0.05% Reduce -5.0% 22,411 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +17.8% 22,193 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -0.3% 22,146 $1.5M
Regions Financial Corp. 0.01% Add +38.9% 22,135 $1.5M
Connecticut Wealth Management, LLC 0.07% Reduce -5.8% 22,120 $1.5M
WealthCollab, LLC 0.83% Add +9.9% 22,094 $1.5M
Semitam Bonam LLC 1.39% — 22,033 $1.5M
Saxon Interests, Inc. 0.69% No change 24,371 $1.5M
Long Island Wealth Management, Inc. 0.77% Reduce -10.4% 21,945 $1.5M
Farnam Financial LLC 1.33% Add +1.5% 21,932 $1.5M
Cornerstone Advisory, LLC 0.16% Add +3.0% 21,844 $1.5M
Capital Advisors, Ltd. LLC 0.18% Reduce -10.5% 21,571 $1.4M
Vise Technologies, Inc. 0.06% — 21,551 $1.4M
Choreo, LLC 0.02% Reduce -48.3% 21,475 $1.4M
Brown, Lisle/Cummings, Inc. 0.38% Add +72.3% 21,416 $1.4M
Cannon Advisors, Inc. 1.16% Reduce -39.4% 21,410 $1.4M
Hill Island Financial LLC 0.40% No change 21,394 $1.4M
Shepherd Financial Partners LLC 0.15% No change 21,309 $1.4M
Phillips Wealth Planners LLC 1.30% Add +3.4% 21,315 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Reduce -3.7% 21,236 $1.4M
Avestar Capital, LLC 0.10% New 21,211 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -4.8% 21,159 $1.4M
Milestone Asset Management Group, LLC 1.05% Add +13.6% 21,027 $1.4M
Retireful, LLC 0.97% New 20,958 $1.4M
WealthShield Partners, LLC 0.17% Add +42.6% 20,899 $1.4M
Appleton Partners Inc. 0.10% Reduce -4.1% 20,850 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +3.2% 20,828 $1.4M
Plancorp, LLC 0.05% Add +29.0% 20,780 $1.4M
FF Advisors,LLC 0.72% No change 20,770 $1.4M
Greenhouse Wealth Management, LLC 0.90% Add +10.5% 20,709 $1.4M
WFA of San Diego, LLC 1.03% — 20,656 $1.4M
Gradient Capital Advisors, LLC 0.41% Add +3.7% 20,633 $1.4M
GLOBALT Investments LLC / GA 0.05% No change 20,610 $1.4M
Aries Wealth Management 0.36% Reduce -6.2% 20,584 $1.4M
Venture Visionary Partners LLC 0.05% Reduce -1.9% 20,564 $1.4M
Relyea Zuckerberg Hanson LLC 0.16% Reduce -4.7% 20,308 $1.4M
FRG Family Wealth Advisors LLC 0.24% Add +4.9% 20,250 $1.4M
Susquehanna Advisors Group, Inc. 0.09% No change 20,250 $1.4M
Anchor Investment Management, LLC 0.12% Add +2.2% 20,149 $1.4M
Harbor Investment Advisory, LLC 0.12% Reduce -7.9% 20,103 $1.4M
Texas Bank & Trust Co 0.54% Reduce -3.1% 20,064 $1.3M
MBA Advisors LLC 0.62% Add +0.7% 20,019 $1.3M
RBF Capital, LLC 0.07% Reduce -50.0% 20,000 $1.3M
Cypress Point Wealth Management, LLC 0.33% Add +32.1% 19,939 $1.3M
Trustmark Bank Trust Department 0.09% Add +3.8% 19,818 $1.3M
ProVise Management Group, LLC 0.11% Reduce -0.1% 19,803 $1.3M
Keystone Financial Group 0.12% Add +34.7% 19,695 $1.3M
West Bancorporation Inc. 0.83% Reduce -1.3% 19,632 $1.3M
Washington Capital Management, Inc. 0.98% No change 19,595 $1.3M
Orcam Financial Group 1.14% Add +3.3% 19,578 $1.3M
Lyell Wealth Management, LP 0.10% New 19,570 $1.3M
Citadel Advisors 0.00% Add +55.0% 19,368 $1.3M
CoreCap Advisors, LLC 0.05% Reduce -2.9% 19,271 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.0% 19,245 $1.3M
1492 Capital Management LLC 0.60% Reduce -1.1% 19,212 $1.3M
Summit Wealth Group LLC / Co. 0.32% — 18,993 $1.3M
Gould Asset Management LLC 0.25% Reduce -7.6% 18,970 $1.3M
Lake Street Private Wealth, LLC 0.18% New 18,970 $1.3M
W1M Asset Management Ltd 0.10% Add +5.1% 18,956 $1.3M
National Philanthropic Trust 0.02% No change 18,926 $1.3M
City State Bank 0.40% Add +2.4% 18,921 $1.3M
Shorepath Capital Management LLC 1.04% No change 18,768 $1.3M
Americana Partners, LLC 0.04% Add +29.1% 18,762 $1.3M
Foster Dykema Cabot & Partners, LLC 0.09% No change 18,690 $1.3M
Chicago Partners Investment Group LLC 0.04% Add +0.5% 18,060 $1.2M
SkyOak Wealth, LLC 0.25% Add +1.0% 18,569 $1.2M
MontVue Capital Management, Inc. 0.89% No change 18,554 $1.2M
Boston Research & Management Inc. 0.30% Reduce -8.6% 18,523 $1.2M
Parthenon LLC 0.14% Reduce -3.2% 18,403 $1.2M
Capital International Investors 0.00% Add +61.3% 18,409 $1.2M
New Perspectives, Inc 0.61% Reduce -1.3% 18,296 $1.2M
First Citizens Bank & Trust Co. 0.02% Reduce -10.5% 18,186 $1.2M
Sollinda Capital Management LLC 0.32% Reduce -95.3% 18,084 $1.2M
Novem Group 0.15% Add +0.7% 18,049 $1.2M
GWN Securities Inc. 0.22% Add +39.3% 17,888 $1.2M
OneAscent Financial Services LLC 0.09% Reduce -49.2% 17,857 $1.2M
Virtue Capital Management, LLC 0.22% Add +10.8% 17,697 $1.2M
Norris Perne & French LLP 0.08% Add +0.4% 17,621 $1.2M
Garde Capital, Inc. 0.06% Add +17.5% 17,495 $1.2M
Meritage Portfolio Management 0.07% Add +2.2% 17,490 $1.2M
Johnson Financial Group, Inc. 0.05% Add +5.8% 17,420 $1.2M
Midwest Trust Co 0.02% — 17,323 $1.2M
Glen Eagle Advisors, LLC 0.18% Add +29.4% 17,149 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -49.5% 17,122 $1.2M
UMB Bank, n.a. 0.02% Reduce -6.5% 17,093 $1.1M
New Covenant Trust Company, N.A. 1.02% No change 17,068 $1.1M
Index Fund Advisors, Inc. 0.06% Reduce -0.6% 17,004 $1.1M
Ellenbecker Investment Group 0.18% Reduce -13.5% 16,991 $1.1M
Greenwich Wealth Management LLC 0.06% No change 16,969 $1.1M
Phraction Management LLC 0.38% Reduce -20.6% 16,805 $1.1M
Capital Wealth Alliance, LLC 0.60% Reduce -1.1% 16,653 $1.1M
ArborFi Advisors, LLC 0.98% Reduce -7.6% 16,495 $1.1M
Financial Alternatives, Inc 0.72% Reduce -1.2% 16,368 $1.1M
Lazard Asset Management LLC 0.00% Add +109.6% 16,316 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +21.4% 16,209 $1.1M
Copperleaf Capital, LLC 0.55% Reduce -0.8% 16,205 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Add +43.8% 16,199 $1.1M
Novak & Powell Financial Services, Inc. 0.74% Add +9.7% 15,942 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +10.9% 15,862 $1.1M
Vicus Capital 0.09% Add +0.3% 15,842 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -8.6% 15,788 $1.1M
Red Tortoise LLC 0.52% Add +0.7% 15,739 $1.1M
Syverson Strege & Co 0.25% No change 15,718 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +10.7% 15,716 $1.1M
Savvy Advisors, Inc. 0.07% Reduce -0.5% 15,645 $1.1M
Brewster Financial Planning LLC 0.71% Add +3.3% 15,639 $1.1M
Kohmann Bosshard Financial Services, LLC 0.12% No change 15,617 $1.0M
Smith & Howard Wealth Management, LLC 0.27% Reduce -4.8% 15,539 $1.0M
BWM Planning, LLC 0.36% Add +320.6% 15,519 $1.0M
Eclectic Associates Inc. 0.23% No change 15,514 $1.0M
Asset Dedication, LLC 0.08% Add +3.8% 15,441 $1.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -35.8% 15,410 $1.0M
Financial Advocates Investment Management 0.08% Reduce -15.7% 15,408 $1.0M
Petredis Investment Advisors LLC 0.09% No change 15,400 $1.0M
Fermata Advisors, LLC 0.28% Add +19.1% 15,324 $1.0M
Slow Capital, Inc. 0.13% Reduce -7.5% 15,314 $1.0M
Allegheny Financial Group 0.23% Add +0.7% 15,304 $1.0M
Destiny Wealth Partners, LLC 0.14% No change 15,299 $1.0M
Dentgroup LLC 0.71% Reduce -11.7% 15,271 $1.0M
Global Retirement Partners, LLC 0.03% — 15,259 $1.0M
Life Planning Partners, Inc 0.82% Add +0.0% 15,245 $1.0M
Oak Wealth Advisors LLC 0.66% No change 15,203 $1.0M
Fortis Capital Advisors, LLC 0.18% Reduce -0.0% 15,181 $1.0M
Sheets Smith Wealth Management 0.12% No change 15,172 $1.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.22% No change 15,162 $1.0M
One Degree Advisors Inc 0.36% Reduce -1.2% 15,087 $1.0M
Rathbones Group PLC 0.00% Reduce -8.2% 14,982 $1.0M
Ridgewood Investments LLC 0.44% Add +54.0% 14,976 $1.0M
Alliancebernstein L.P. 0.00% Reduce -18.9% 14,971 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Reduce -7.2% 14,882 $1.0M
Up Strategic Wealth Investment Advisors LLC 0.78% No change 14,858 $999K
Procyon Advisors, LLC 0.09% Add +3.9% 14,657 $985K
WealthBridge Investment Counsel Inc. 0.32% Add +20.5% 14,560 $979K
Rik Saylor Financial, Inc. 0.75% Add +0.1% 14,480 $973K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +0.1% 14,418 $969K
Private Wealth Asset Management, LLC 0.13% Add +33.2% 14,335 $964K
Wealth Architects, LLC 0.10% Reduce -5.3% 14,303 $961K
Westfuller Advisors, LLC 0.55% Add +11.5% 14,279 $960K
Mayport, LLC 0.23% Add +94.0% 14,125 $949K
Dynamic Advisor Solutions LLC 0.03% Reduce -0.4% 14,056 $945K
Sound View Wealth Advisors Group, LLC 0.07% Add +3.6% 14,051 $945K
Oxford Financial Group, LTD. LLC 0.06% Reduce -38.5% 14,020 $942K
Signaturefd, LLC 0.02% Add +2.5% 14,001 $941K
Beaumont Financial Advisors, LLC 0.07% Reduce -3.9% 13,900 $934K
Manske Wealth Management 0.31% No change 13,849 $931K
Chemistry Wealth Management LLC 0.20% No change 13,848 $931K
First Manhattan Co. Llc. 0.00% Add +3.5% 13,811 $928K
JFS Wealth Advisors, LLC 0.06% Add +58.5% 13,699 $921K
Ocean Park Asset Management, LLC 0.03% No change 15,062 $914K
Summit Financial Strategies, Inc. 0.08% Reduce -0.5% 13,477 $906K
Retirement Income Solutions, Inc. 0.17% New 13,433 $903K
Brookwood Investment Group LLC 0.15% New 13,401 $901K
Noble Family Wealth, LLC 0.22% Add +17.5% 13,345 $897K
WCG Wealth Advisors LLC 0.06% New 13,311 $895K
Traveka Wealth, LLC 0.47% Reduce -0.5% 13,306 $894K
Richard C. Young & CO., LTD. 0.09% Reduce -2.1% 13,272 $892K
Gateway Wealth Partners, LLC 0.17% Reduce -63.9% 13,204 $888K
Skyline Advisors, Inc. 0.33% Add +12.3% 13,140 $883K
Insight Advisors, LLC/ PA 0.14% Add +0.0% 13,111 $881K
James Investment Research, Inc. 0.10% Add +7.8% 13,095 $880K
Zhang Financial LLC 0.04% Add +2.9% 13,034 $876K
Probity Advisors, Inc. 0.15% Reduce -0.3% 12,770 $858K
Kagan Cocozza Asset Management 0.66% Reduce -1.8% 12,739 $856K
Harrell Investment Partners, LLC 0.22% Reduce -8.1% 12,706 $854K
GTS Securities LLC 0.04% New 12,693 $853K
Argent Trust Co 0.03% No change 12,631 $849K
Curbstone Financial Management Corp 0.17% New 12,608 $848K
Advus Financial Partners, LLC 0.22% Add +118.1% 12,588 $846K
Coppell Advisory Solutions LLC 0.10% Reduce -58.8% 12,613 $846K
McClarren Financial Advisors, Inc. 0.54% Add +23.1% 12,263 $824K
Rebalance, LLC 0.06% Reduce -1.7% 12,202 $820K
Sepio Capital, LP 0.06% Add +20.3% 12,148 $817K
Summit Wealth Partners, LLC 0.15% Reduce -3.5% 12,078 $812K
Farrell Financial LLC 0.54% Add +1.8% 12,073 $811K
Factory Mutual Insurance Co. 0.01% No change 12,000 $807K
Busey Bank 0.02% Reduce -1.0% 11,897 $800K
Fort Point Capital Partners LLC 0.08% Reduce -0.8% 11,837 $796K
Forza Wealth Management, LLC 0.33% No change 11,820 $795K
Edge Financial Advisors LLC 0.42% Add +15.8% 11,810 $794K
Bay Capital Advisors, LLC 0.60% Add +0.9% 11,723 $788K
IFG Advisory, LLC 0.04% Reduce -0.6% 11,695 $786K
Annex Advisory Services, LLC 0.02% Add +17.0% 11,692 $786K
DiNuzzo Private Wealth, Inc. 0.09% No change 11,595 $779K
Smartleaf Asset Management LLC 0.07% Add +45.2% 11,614 $779K
Capital Investment Advisors, LLC 0.01% Reduce -4.0% 11,535 $775K
Capital City Trust Co. 0.20% Reduce -5.4% 11,484 $772K
Cannell & Spears LLC 0.02% Add +5.1% 11,397 $766K
N.E.W. Advisory Services LLC 0.07% Reduce -11.2% 11,393 $766K
PCG Asset Management, LLC 0.66% Reduce -6.1% 11,372 $764K
Pension & Wealth Management Advisors, Inc. 0.26% Add +19.9% 11,371 $764K
First National Bank of Omaha 0.05% No change 11,250 $756K
HUB Investment Partners, LLC 0.03% Reduce -0.1% 11,240 $756K
Barclays PLC 0.00% No change 11,135 $748K
Trace Wealth Advisors, LLC 0.61% No change 11,114 $747K
Galvin, Gaustad & Stein, LLC 0.07% No change 11,098 $746K
Bill Few Associates, Inc. 0.21% Add +6.1% 10,942 $736K
Stonebridge Financial Group, LLC 0.07% Reduce -0.8% 10,897 $732K
Personal Cfo Solutions, LLC 0.14% Reduce -20.8% 10,895 $732K
Sentry LLC 0.15% No change 10,870 $731K
OMNI 360 Wealth, Inc. 0.45% Reduce -2.5% 10,760 $723K
Hilltop Holdings Inc. 0.05% Add +1.3% 10,646 $716K
IHT Wealth Management, LLC 0.02% Reduce -3.1% 10,593 $712K
UNIVEST FINANCIAL Corp 0.04% No change 10,523 $707K
RTD Financial Advisors, Inc. 0.09% Reduce -1.4% 10,509 $706K
Forte Capital LLC 0.08% No change 10,400 $699K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -48.5% 10,351 $696K
Grey Fox Wealth Advisors, LLC 0.16% Reduce -35.3% 10,245 $689K
Private Capital Management, LLC 0.07% Reduce -3.6% 10,205 $686K
Barnes Pettey Financial Advisors, LLC 0.46% No change 10,193 $685K
GSG Advisors LLC 0.20% Add +0.6% 10,186 $685K
Jefferies Financial Group Inc. 0.01% New 10,184 $685K
Fifth Third Wealth Advisors LLC 0.03% Add +14.0% 10,164 $683K
GeoWealth Management, LLC 0.03% Add +0.5% 10,147 $682K
Brandywine Oak Private Wealth LLC 0.06% Add +129.4% 10,144 $682K
TCI Wealth Advisors, Inc. 0.05% No change 10,137 $681K
Principal Securities, Inc. 0.01% Add +37.4% 10,119 $680K
Brown Brothers Harriman & Co. 0.00% Add +0.6% 10,088 $678K
Sierra Capital LLC 0.08% Add +0.7% 9,979 $671K
Sebold Capital Management, Inc. 0.41% No change 9,960 $670K
Quadrant Private Wealth Management, LLC 0.14% New 9,948 $669K
Western Wealth Management, LLC 0.04% Reduce -1.4% 9,941 $668K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -23.7% 9,909 $666K
Evergreen Advisors, LLC 0.18% Add +0.7% 9,899 $665K
Cranbrook Wealth Management, LLC 0.14% Reduce -0.5% 9,824 $660K
Fisher Asset Management 0.00% Add +87.8% 9,801 $659K
Root Financial Partners, LLC 0.06% Reduce -39.6% 9,790 $658K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.2% 9,785 $658K
Parker Financial LLC 0.28% Reduce -12.9% 9,748 $655K
Nicolet Bankshares Inc. 0.11% Add +27.2% 9,726 $654K
Valued Retirements, Inc. 0.74% No change 9,719 $653K
Kovack Advisors, Inc. 0.06% Add +0.0% 9,699 $652K
Ashton Thomas Securities, LLC 0.16% Reduce -1.4% 9,620 $647K
Opulen Financial Group LLC 0.53% Reduce -1.8% 9,576 $644K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 9,570 $643K
Sagespring Wealth Partners, LLC 0.01% Reduce -17.2% 9,546 $642K
Kwmg, LLC 0.06% Reduce -9.4% 9,460 $636K
Csenge Advisory Group 0.03% Reduce -1.9% 9,747 $636K
Sierra Summit Advisors LLC 0.11% Add +1.8% 9,414 $633K
Clarendon Private LLC 0.61% No change 9,380 $631K
Roberts Glore & Co. Inc. 0.18% Reduce -1.1% 9,332 $627K
Investment Research & Advisory Group, Inc. 0.23% Reduce -0.8% 9,284 $624K
Graypoint LLC 0.04% Reduce -1.8% 9,256 $622K
Evoke Wealth, LLC 0.01% No change 9,230 $620K
Collective Family Office LLC 0.16% Add +1.4% 9,215 $619K
Fulton Breakefield Broenniman LLC 0.04% New 9,153 $615K
Strategies Wealth Advisors, LLC 0.07% Reduce -7.4% 9,043 $608K
Charles Schwab Trust Co 0.05% Add +80.0% 9,000 $605K
Glaxis Capital Management, LLC 0.80% Add +0.6% 4,476 $602K
Causeway Capital Management LLC 0.01% Add +32.0% 8,926 $600K
Anson Capital, Inc. 0.48% Reduce -6.5% 8,910 $599K
J. W. Coons Advisors, LLC 0.14% No change 8,909 $599K
AIMZ Investment Advisors, LLC 0.20% Reduce -4.2% 8,882 $597K
JGP Wealth Management, LLC 0.07% Add +2.7% 8,806 $592K
PrairieView Partners, LLC 0.06% Add +14.1% 8,784 $590K
Canal Capital Management, LLC 0.09% Reduce -1.4% 8,754 $588K
Soltis Investment Advisors LLC 0.05% Add +7.5% 8,720 $586K
EagleClaw Capital Managment, LLC 0.09% No change 8,700 $585K
Davidson Kahn Capital Management, LLC 0.37% No change 8,667 $583K
Hall Laurie J Trustee 0.19% Add +4.0% 8,652 $582K
SeaCrest Wealth Management, LLC 0.06% Add +2.5% 8,585 $577K
Orion Porfolio Solutions, LLC 0.00% Reduce -28.6% 8,578 $577K
Nia Impact Advisors, LLC 0.20% No change 8,528 $573K
Ancora Advisors LLC 0.01% Reduce -21.5% 8,528 $573K
Christensen, King & Associates Investment Services, Inc. 0.26% Reduce -0.1% 8,515 $572K
Robinswood Financial LLC 0.20% Add +1.2% 8,513 $572K
Smallwood Wealth Investment Management, LLC 0.33% No change 8,508 $572K
Fifth Third Securities, Inc. 0.04% Add +1.2% 8,497 $571K
LifePlan Financial, LLC 0.47% Add +0.0% 8,493 $571K
Eagle Harbor Asset Management Inc. 0.54% No change 9,888 $564K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +9.8% 8,371 $563K
Sowell Financial Services LLC 0.02% Reduce -8.4% 8,351 $561K
Compound Planning, Inc. 0.02% Reduce -4.3% 8,318 $559K
Bridgewater Advisors Inc. 0.04% Add +0.7% 8,253 $558K
RVW Wealth, LLC 0.05% Add +1.0% 8,280 $557K
Libra Wealth LLC 0.18% New 8,271 $556K
NorthRock Partners, LLC 0.01% Reduce -30.9% 8,268 $556K
Horan Securities, Inc. 0.20% Reduce -22.4% 8,260 $555K
Bouchey Financial Group, Ltd. 0.05% Reduce -0.4% 8,228 $553K
Innova Wealth Partners 0.32% Reduce -7.8% 8,223 $553K
Nvwm, LLC 0.13% Add +47.9% 8,219 $552K
Alpha Omega Wealth Management LLC 0.10% Reduce -0.6% 8,192 $551K
Argyle Capital Partners, LLC 0.45% Reduce -7.5% 8,169 $549K
Lakewood Asset Management LLC 0.37% Add +0.2% 8,165 $549K
Martel Wealth Advisors LLC 0.10% Add +0.7% 8,162 $549K
SMI Advisory Services, LLC 0.11% Reduce -1.4% 8,174 $548K
LMCG Investments, LLC 0.03% No change 8,128 $546K
YHB Investment Advisors, Inc. 0.04% Reduce -0.0% 8,108 $545K
KDT Advisors, LLC 0.87% No change 8,059 $542K
Gleason Group, Inc. 0.06% Add +0.7% 7,992 $537K
Waddell & Associates, LLC 0.06% No change 7,990 $537K
Ryan Investment Management, Inc. 0.34% — 7,952 $535K
Plum Street Advisors, LLC 0.23% No change 7,888 $530K
Seven Springs Wealth Group, LLC 0.13% No change 7,850 $528K
Forum Financial Management, LP 0.01% Add +0.5% 7,839 $527K
Westmount Partners, LLC 0.14% No change 7,823 $526K
Clifford Swan Investment Counsel LLC 0.02% No change 7,775 $523K
Blue Barn Wealth, LLC 0.25% Add +0.6% 7,750 $521K
Breed's Hill Capital LLC 0.25% Reduce -0.8% 7,729 $520K
Mill Creek Capital Advisors, LLC 0.01% No change 7,712 $518K
CVA Family Office, LLC 0.07% Add +0.7% 7,708 $518K
Compass Financial Group, INC 0.08% Reduce -7.3% 7,700 $518K
Droms Strauss Advisors Inc. /Mo/ 0.16% Add +21.6% 7,677 $516K
Cascade Investment Group, Inc. 0.36% Reduce -0.6% 7,651 $514K
Armbruster Capital Management, Inc. 0.09% Reduce -2.5% 7,651 $514K
Realta Investment Advisors 0.20% No change 7,603 $511K
Madison Wealth Partners, Inc 0.11% Reduce -14.7% 7,591 $510K
Passive Capital Management, LLC. 0.16% No change 7,587 $510K
First National Corp. /Ma/ 0.10% Add +1.1% 7,575 $509K
Detalus Advisors, LLC 0.15% Add +0.2% 7,565 $509K
Union Savings Bank 0.23% Add +4.2% 7,604 $506K
Retirement Planning Group, LLC 0.02% Reduce -1.2% 7,528 $506K
Old National Bancorp 0.01% Reduce -1.1% 7,477 $503K
Capstone Wealth Management Group, LLC 0.48% Add +0.7% 7,475 $502K
NBT Bank, N.A. 0.03% Reduce -43.0% 7,472 $502K
Grove Bank & Trust 0.06% Reduce -2.2% 7,469 $502K
Austin Private Wealth, LLC 0.04% No change 7,465 $502K
Pine Haven Investment Counsel, Inc 0.39% No change 7,463 $502K
Keebeck Wealth Management 0.07% Reduce -2.6% 7,453 $501K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.8% 7,442 $500K
Townsquare Capital LLC 0.05% Reduce -35.8% 7,430 $499K
Single Point Partners, LLC 0.11% Reduce -1.4% 7,418 $499K
Boston Trust Walden Corp 0.00% No change 7,391 $497K
Fairway Wealth LLC 0.16% Add +0.4% 7,379 $496K
Cornerstone Financial Group, LLC 0.42% Add +6.7% 7,370 $495K
Geneos Wealth Management Inc. 0.01% Add +6.7% 7,349 $494K
Murphy Pohlad Asset Management LLC 0.21% No change 7,341 $493K
Oak Family Advisors, LLC 0.18% New 7,323 $492K
Mitchell Sinkler & Starr 0.23% Add +37.8% 7,294 $490K
Ellis Investment Partners, LLC 0.09% Add +0.6% 7,182 $483K
Silver Oak Advisory Group, Inc. 0.23% Add +0.3% 7,169 $481K
Northern Capital Management, Inc. 0.28% No change 7,148 $480K
Topel & Distasi Wealth Management, LLC 0.25% Reduce -6.9% 7,046 $474K
Florida Trust Wealth Management Co 0.01% No change 7,033 $473K
Courage Miller Partners, LLC 0.15% Reduce -14.0% 7,024 $472K
CRA Financial Services, LLC 0.07% No change 6,973 $469K
Mathes Company, Inc. 0.17% No change 6,950 $467K
Jacobi Capital Management LLC 0.03% Reduce -1.9% 6,912 $465K
Aspire Capital Advisors LLC 0.13% Add +33.5% 6,910 $464K
Worth Asset Management, LLC 0.23% Add +25.3% 6,901 $464K
Wimmer Associates 1, LLC 0.24% No change 6,867 $462K
ZynergyRetirementPlanningLLC 0.31% No change 6,854 $461K
PFG Investments, LLC 0.03% Reduce -3.2% 6,804 $457K
Pillar Financial Advisors, LLC 0.32% No change 6,802 $457K
Angeles Wealth Management, LLC 0.03% No change 6,777 $456K
Bradley & Co. Private Wealth Management, LLC 0.28% No change 6,763 $455K
GAMMA Investing LLC 0.03% Add +17.7% 6,759 $454K
Duncker Streett & Co. Inc. 0.08% Add +0.4% 6,726 $452K
Northeast Planning Associates, Inc. / NH / 0.41% No change 6,685 $449K
FineMark National Bank & Trust 0.02% Reduce -6.5% 6,644 $447K
Pittenger & Anderson Inc. 0.02% No change 6,600 $444K
Orgel Wealth Management, LLC 0.01% Reduce -8.2% 6,592 $443K
Centricity Wealth Management, LLC 0.35% Add +17.3% 6,560 $441K
Bull Street Advisors, LLC 0.21% Add +1.3% 6,544 $440K
Clarity Capital Advisors, LLC 0.26% Add +9.9% 6,534 $439K
Nicolet Advisory Services, LLC 0.04% Reduce -14.2% 6,615 $439K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 6,527 $439K
NorthLanding Financial Partners, LLC 0.39% No change 6,520 $438K
10Elms LLP 0.48% Add +127.1% 6,503 $437K
Argent Advisors, Inc. 0.14% No change 6,500 $437K
Smith, Moore & Co. 0.04% Reduce -1.6% 6,476 $435K
LMG Wealth Partners, LLC 0.09% No change 6,452 $434K
Carrera Capital Advisors 0.09% Add +18.6% 6,441 $433K
Two Sigma Securities, LLC 0.05% New 6,404 $430K
Proficio Capital Partners LLC 0.03% No change 6,400 $430K
Whalerock Point Partners, LLC 0.10% No change 6,375 $429K
Sandy Cove Advisors, LLC 0.15% Add +0.2% 6,362 $428K
Claro Advisors Inc. 0.07% Reduce -20.0% 6,319 $425K
Bedel Financial Consulting, Inc. 0.06% Add +0.2% 6,296 $423K
Financial Partners Group, LLC 0.15% No change 6,260 $421K
Tactive Advisors, LLC 0.14% — 6,256 $421K
Brookstone Capital Management 0.01% Add +18.2% 6,217 $418K
Moneco Advisors, LLC 0.04% Reduce -5.3% 6,180 $415K
SVB Wealth LLC 0.02% New 6,172 $415K
Barnes Wealth Management Group, Inc 0.24% Reduce -13.3% 6,159 $414K
HTG Investment Advisors, Inc. 0.15% No change 6,153 $414K
Lantern Wealth Advisors, LLC 0.25% — 6,149 $413K
Petix & Botte Co 0.10% Add +2.0% 6,142 $413K
Scotia Capital Inc. 0.00% Add +19.3% 6,136 $412K
Balboa Wealth Partners 0.08% New 6,112 $411K
XTX Topco Ltd 0.02% New 6,097 $410K
Ironwood Investment Counsel, LLC 0.06% Add +0.3% 6,041 $406K
Net Worth Advisory Group 0.09% New 6,041 $406K
Elser Financial Planning, Inc 0.51% Add +4.2% 6,036 $406K
Vance Wealth, LLC 0.14% Reduce -6.2% 5,981 $402K
Portland Financial Advisors Inc 0.96% Add +8.9% 5,963 $401K
McGlone Suttner Wealth Management, Inc. 0.06% No change 5,891 $396K
BKM Wealth Management, LLC 0.15% Add +0.7% 5,886 $396K
Strategic Advisors LLC 0.08% New 5,873 $395K
Summit X, LLC 0.07% No change 5,851 $393K
Walkner Condon Financial Advisors LLC 0.07% Add +21.2% 5,836 $392K
Stuart Investment Advisors, Inc. 0.20% Add +0.7% 5,831 $392K
Trilogy Capital Inc. 0.02% Add +24.6% 5,817 $391K
Roman Butler Fullerton & Co. 0.12% Reduce -22.0% 5,700 $391K
Barometer Capital Management Inc. 0.11% New 5,800 $390K
Caldwell Trust Co 0.04% Reduce -8.9% 5,766 $388K
Prime Capital Investment Advisors, LLC 0.01% Reduce -40.8% 5,751 $387K
McLean Asset Management Corp 0.10% New 5,730 $386K
Cherrydale Wealth Management, LLC 0.13% Add +0.7% 5,744 $386K
Traynor Capital Management, Inc. 0.03% Add +21.8% 5,731 $385K
Bristlecone Advisors, LLC 0.03% Add +0.6% 5,707 $384K
Pine Harbor Wealth Management, LLC 0.13% Add +0.7% 5,701 $383K
Stordahl Capital Management, Inc. 0.08% New 5,682 $382K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -0.7% 5,678 $382K
TD Capital Management LLC 0.04% Add +0.4% 5,660 $380K
Choate Investment Advisors 0.01% Add +1.9% 5,647 $380K
Swan Global Investments, LLC 0.02% No change 5,623 $378K
Southland Equity Partners LLC 0.08% Reduce -1.9% 5,610 $377K
Pallas Capital Advisors LLC 0.01% No change 5,595 $376K
Wincap Financial LLC 0.30% Add +15.9% 5,574 $375K
Grant Street Asset Management, Inc. 0.08% Add +10.1% 5,562 $374K
ARK & TLK Investments, LLC 0.12% Add +0.7% 5,540 $372K
Vantage Investment Partners, LLC 0.03% No change 5,493 $369K
Gilbert & Cook, Inc. 0.05% Reduce -22.3% 5,478 $368K
Lazari Capital Management, Inc. 0.14% Add +39.2% 5,462 $367K
Waller Financial Planning Group, Inc. 0.09% Add +13.1% 5,441 $366K
Aptus Capital Advisors, LLC 0.00% Reduce -0.5% 5,393 $363K
Carmel Capital Partners, LLC 0.13% New 5,390 $362K
Freedom Investment Management, Inc. 0.03% Reduce -3.4% 5,377 $361K
Smith Salley Wealth Management 0.02% Reduce -24.7% 5,347 $359K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $356K
Manuka Financial, LLC 0.19% Add +0.2% 5,267 $354K
Bordeaux Wealth Advisors LLC 0.05% Add +52.1% 5,249 $353K
Solidarity Wealth, LLC 0.08% No change 5,223 $351K
Headinvest, LLC 0.07% Add +10.6% 5,220 $351K
SWAN Capital LLC 0.15% No change 5,212 $350K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.2% 5,201 $350K
Capstone Financial Advisors, Inc. 0.02% Reduce -2.6% 5,177 $348K
Old Mission Investment Co LLC 0.10% No change 5,155 $347K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -13.5% 5,124 $344K
Strategic Financial Partners, Ltd. 0.16% Reduce -2.6% 5,113 $344K
Vision Capital Management, Inc. 0.05% No change 5,105 $343K
First Trust Advisors LP 0.00% Reduce -35.9% 5,080 $341K
Pathway Financial Advisors LLC 0.05% New 5,078 $341K
Fonville Wealth Management LLC 0.09% No change 5,069 $341K
Riverbend Wealth Management, LLC 0.26% Add +17.1% 5,059 $340K
Syon Capital LLC 0.02% New 5,050 $339K
Cambria Investment Management, L.P. 0.02% New 5,024 $338K
Empowered Funds, LLC 0.00% New 5,024 $338K
First Interstate Bank 0.02% Add +6.4% 5,000 $336K
Arlington Financial Advisors, LLC 0.05% Reduce -9.2% 4,974 $334K
Debussy Capital Management LP 0.05% Reduce -4.5% 4,970 $334K
Colonial Trust Advisors 0.03% Reduce -64.4% 4,966 $334K
Bokf, NA 0.01% No change 4,950 $333K
Occidental Asset Management, LLC 0.05% Add +8.3% 4,942 $332K
World Investment Advisors 0.01% Add +7.7% 4,929 $331K
Texas Yale Capital Corp. 0.01% Add +0.3% 4,927 $331K
Ausdal Financial Partners, Inc. 0.02% Reduce -8.1% 4,926 $331K
Econ Financial Services Corp 0.17% New 4,901 $329K
Pettyjohn, Wood & White, Inc. 0.06% Add +0.3% 4,897 $329K
Ssa Swiss Advisors AG 0.16% No change 4,760 $329K
Hanover Advisors Inc. 0.13% Reduce -13.4% 4,882 $328K
S.A. Mason LLC 0.16% No change 4,866 $327K
Shayne & Jacobs, LLC 0.11% No change 4,860 $327K
Elmwood Wealth Management, Inc. 0.13% Add +0.8% 4,858 $327K
Peterson Wealth Advisors, LLC 0.05% Add +0.7% 4,855 $326K
WealthPlan Investment Management, LLC 0.02% Reduce -1.1% 4,853 $326K
Truefg, LLC 0.10% Add +1.5% 4,824 $324K
TFB Advisors LLC 0.08% Add +20.9% 4,805 $323K
Investment Advisory Group, LLC 0.10% No change 4,804 $323K
Red Door Wealth Management, LLC 0.04% Reduce -34.8% 4,781 $321K
RDA Financial Network 0.09% Add +10.9% 4,781 $321K
BlackRock, Inc. 0.00% Add +216.5% 4,769 $321K
Stone Summit Wealth LLC 0.10% No change 4,755 $320K
WNY Asset Management, LLC 0.03% Add +20.5% 4,637 $312K
NCP Inc. 0.29% Add +2.5% 4,617 $310K
Brightwater Advisory LLC 0.22% Reduce -1.7% 4,612 $310K
Hedges Asset Management LLC 0.25% No change 4,600 $309K
Baxter Bros Inc. 0.04% Reduce -6.2% 4,548 $306K
Ameritas Advisory Services, LLC 0.02% Reduce -39.3% 4,542 $305K
American Financial & Tax Strategies Inc. 0.16% Add +0.0% 4,530 $305K
World Equity Group, Inc. 0.08% Add +24.3% 4,528 $304K
LWM Advisors Inc. 0.34% No change 4,523 $304K
Schiavi & Co LLC 0.10% No change 4,519 $304K
Retirement Planning Group, LLC / NY 0.27% Add +0.7% 4,515 $304K
Basepoint Wealth LLC 0.23% Add +0.5% 4,508 $303K
Stephenson & Company, Inc. 0.18% No change 4,507 $303K
Planned Solutions, Inc. 0.12% Add +25.2% 4,492 $302K
Golden State Wealth Management, LLC 0.04% Add +0.1% 4,491 $302K
Acropolis Investment Management, LLC 0.02% Add +0.5% 4,485 $301K
Guidance Capital, Inc. 0.09% Reduce -14.2% 4,538 $301K
SBI Securities Co., Ltd. 0.01% Reduce -12.1% 4,464 $300K
Goelzer Investment Management, Inc. 0.02% Reduce -22.0% 4,451 $299K
Independent Financial Group, LLC 0.01% Add +16.5% 4,427 $298K
Van Hulzen Asset Management, LLC 0.02% Add +28.3% 4,421 $297K
HBK Sorce Advisory LLC 0.01% Reduce -1.9% 4,416 $297K
MidAtlantic Capital Management, Inc. 0.21% Reduce -1.1% 4,403 $296K
Prostatis Group LLC 0.08% New 4,403 $296K
ESL Trust Services, LLC 0.06% Add +6.0% 4,394 $295K
AE Wealth Management LLC 0.00% Reduce -16.5% 4,390 $295K
Hirtle & Co., LLC 0.01% Add +11.5% 4,371 $294K
MFA Wealth Services 0.22% Add +0.1% 4,369 $294K
Capital Group Private Client Services, Inc. 0.00% No change 4,347 $292K
Beacon Harbor Wealth Advisors, Inc. 0.07% No change 4,328 $291K
FSM Wealth Advisors, LLC 0.05% Add +0.2% 4,344 $290K
MJP Associates Inc. 0.04% Add +0.1% 4,310 $290K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.3% 4,306 $289K
Pavion Blue Capital, LLC 0.13% No change 4,306 $289K
Strategic Financial Services, Inc. 0.02% Reduce -9.5% 4,298 $289K
Good Life Advisors, LLC 0.02% Reduce -11.4% 4,236 $285K
Sterling Group Wealth Management, LLC 0.16% Add +2.0% 4,234 $285K
Symmetry Partners, LLC 0.03% Reduce -43.0% 4,216 $283K
Shakespeare Wealth Management, LLC 0.08% No change 1,383 $283K
BlueSky Wealth Advisors, LLC 0.04% No change 4,190 $282K
First Merchants Corp. 0.01% Add +5.7% 4,189 $282K
BCS Wealth Management 0.06% No change 4,187 $281K
Icon Wealth Advisors, LLC 0.02% Reduce -1.0% 4,179 $281K
Leo Wealth, LLC 0.02% Add +0.0% 4,171 $280K
Private Trust Co. NA 0.03% Add +112.2% 4,142 $278K
Fusion Capital, LLC 0.10% Add +0.1% 4,133 $278K
Susquehanna International Group, LLP 0.00% Reduce -98.2% 4,048 $272K
Promethium Advisors,llc 0.16% No change 4,021 $270K
Paragon Advisors, LLC 0.07% Add +1.7% 4,015 $270K
Lanark Financial, Inc. 0.02% Add +2.8% 4,008 $269K
Clarius Group, LLC 0.02% No change 4,000 $269K
Barlow Wealth Partners, LLC 0.03% No change 3,971 $268K
Retirement Planning Co of New England, Inc. 0.12% Reduce -3.6% 3,983 $268K
Mosaic Family Wealth Partners, LLC 0.03% No change 3,978 $267K
Prosperity Consulting Group, LLC 0.02% No change 3,975 $267K
Eagle Global Advisors LLC 0.01% No change 3,975 $267K
First Bank & Trust 0.05% No change 3,950 $266K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $265K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -11.9% 3,939 $265K
JT Stratford LLC 0.04% New 3,890 $261K
Oarsman Capital, Inc. 0.04% Add +8.4% 3,877 $261K
Gryphon Financial Partners LLC 0.03% No change 3,849 $259K
LexAurum Advisors, LLC 0.04% Reduce -20.1% 3,847 $259K
TFO Wealth Partners, LLC 0.05% New 3,847 $259K
Birch Hill Investment Advisors LLC 0.01% No change 3,834 $258K
Hurlow Wealth Management Group, Inc. 0.07% No change 3,826 $257K
Bragg Financial Advisors, Inc 0.01% No change 3,810 $256K
Sageworth Trust Co of South Dakota 0.28% No change 3,801 $256K
Bridge Creek Capital Management LLC 0.07% New 3,800 $255K
CX Institutional 0.01% Reduce -80.0% 3,761 $253K
Towneley Capital Management, Inc / DE 0.06% Reduce -3.2% 3,738 $251K
Successful Portfolios LLC 0.15% New 3,733 $251K
Resonant Capital Advisors, LLC 0.02% New 3,730 $251K
Trivium Point Advisory, LLC 0.03% Reduce -11.8% 3,702 $249K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +11.9% 3,692 $248K
Quarry Hill Advisors, LLC 0.14% Reduce -0.7% 3,686 $248K
Thornburg Investment Management Inc. 0.00% Add +7.9% 3,676 $247K
Larson Financial Group LLC 0.01% Reduce -2.3% 3,671 $247K
Checchi Capital Advisers, LLC 0.02% Reduce -0.6% 3,657 $246K
Hamilton Wealth, LLC 0.05% New 3,638 $245K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% No change 3,626 $244K
Radnor Capital Management, LLC 0.04% Add +9.6% 3,611 $243K
Werba Rubin Papier Wealth Management 0.05% Add +3.0% 3,614 $243K
Maseco LLP 0.01% — 3,604 $242K
Nalls Sherbakoff Group, LLC 0.18% No change 3,588 $241K
Arete Wealth Advisors, LLC 0.02% Reduce -2.6% 3,560 $239K
FAS Wealth Partners, Inc. 0.02% Add +126.1% 3,543 $238K
Colton Groome Financial Advisors, LLC 0.08% No change 3,535 $238K
Coordinated Financial Services, Inc. 0.17% — 3,524 $237K
Melfa Wealth Management, Inc. 0.15% No change 3,507 $236K
TCTC Holdings, LLC 0.01% No change 3,506 $236K
Chokshi & Queen Wealth Advisors, Inc 0.13% Reduce -36.9% 3,504 $236K
Interchange Capital Partners, LLC 0.05% Reduce -12.5% 3,500 $235K
Plante Moran Financial Advisors, LLC 0.02% Reduce -3.2% 3,499 $235K
HF Advisory Group, LLC 0.09% Reduce -7.7% 3,496 $235K
Naples Global Advisors, LLC 0.02% Reduce -5.4% 3,485 $234K
Cynosure Group, LLC 0.03% Reduce -75.6% 3,472 $233K
Capital Planning Advisors, LLC 0.03% Reduce -33.4% 3,440 $231K
Altiora Financial Group, LLC 0.04% No change 3,410 $229K
Thrive Capital Management, LLC 0.07% Reduce -89.7% 3,397 $228K
Kathmere Capital Management, LLC 0.02% Reduce -0.8% 3,395 $228K
Petra Financial Advisors Inc. 0.14% No change 3,389 $228K
Tradition Wealth Management, LLC 0.02% No change 3,372 $227K
Optivise Advisory Services LLC 0.12% No change 3,371 $227K
CNB Bank 0.11% No change 3,370 $227K
SpringVest Wealth Management LLC 0.18% No change 3,369 $226K
Tacita Capital Inc 0.15% No change 3,365 $226K
Synovus Financial Corp. 0.00% Reduce -4.2% 3,355 $226K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +22.6% 3,358 $226K
Gradient Investments LLC 0.00% Add +0.0% 3,353 $225K
Dominguez Wealth Management Solutions, Inc. 0.16% Add +0.4% 3,351 $225K
Alliance Wealth Management Group 0.06% New 3,351 $225K
Towercrest Capital Management 0.04% New 3,351 $225K
Charter Research & Investment Group, Inc. 0.17% No change 3,350 $225K
CSM Advisors, LLC 0.01% No change 3,350 $225K
Alpha Financial Advisors, LLC 0.09% New 3,333 $224K
Parkside Financial Bank & Trust 0.02% No change 3,316 $223K
LPWM LLC 0.06% No change 3,300 $222K
MAS Advisors LLC 0.36% New 3,294 $221K
Trek Financial, LLC 0.01% New 3,272 $220K
Hobbs Group Advisors, LLC 0.08% New 3,272 $220K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +1690.7% 3,259 $219K
Tufton Capital Management 0.04% New 3,270 $219K
eCIO, Inc. 0.09% Reduce -11.8% 3,242 $218K
Gries Financial LLC 0.04% New 3,240 $218K
Central Pacific Bank - Trust Division 0.03% No change 3,237 $218K
Talisman Wealth Advisors LLC 0.20% Reduce -10.5% 3,231 $217K
Essex Financial Services, Inc. 0.01% Reduce -2.4% 3,220 $216K
Brand Asset Management Group, Inc. 0.08% Reduce -59.7% 3,209 $216K
Cypress Capital Group 0.03% New 3,200 $215K
GM Advisory Group, LLC 0.01% New 3,186 $214K
Mairs & Power Inc. 0.00% Reduce -5.9% 3,178 $214K
Rothschild Investment LLC 0.01% No change 3,175 $213K
Strategic Wealth Partners, Ltd. 0.02% — 3,172 $213K
Legacy Private Trust Co. 0.01% Reduce -39.7% 3,168 $213K
Sentinel Pension Advisors, LLC 0.04% New 3,166 $213K
Equitable Trust Co. 0.01% New 3,165 $213K
Owen LaRue, LLC 0.09% New 3,149 $212K
Fort Vancouver Investment Management, LLC 0.14% Reduce -1.6% 3,118 $210K
Pinnacle Bancorp, Inc. 0.06% No change 3,110 $209K
Strategic Financial Concepts, LLC 0.03% Reduce -93.3% 3,105 $209K
BSW Wealth Partners 0.03% New 3,104 $209K
Aspiring Ventures, LLC 0.10% New 3,100 $208K
Donaldson Capital Management, LLC 0.01% New 3,100 $208K
Ellevest, Inc. 0.03% New 3,091 $208K
HHM Wealth Advisors, LLC 0.02% No change 3,058 $206K
Atlanta Consulting Group Advisors, LLC 0.06% New 3,055 $205K
Quadcap Wealth Management, LLC 0.03% New 3,050 $205K
Titleist Asset Management, LLC 0.02% New 3,049 $205K
Bath Savings Trust Co 0.02% New 3,045 $205K
Morton Capital Management LLC 0.04% New 3,043 $205K
Crescent Grove Advisors, LLC 0.02% New 3,040 $204K
Altus Wealth Group LLC 0.09% New 3,036 $204K
Texas Capital Bank Wealth Management Services Inc 0.02% New 3,034 $204K
Cornerstone Wealth Advisors, Inc. 0.05% New 3,033 $204K
4WEALTH Advisors, Inc. 0.21% New 3,030 $204K
Discipline Wealth Solutions, LLC 0.08% New 3,028 $204K
Aspen Grove Capital, LLC 0.03% Reduce -33.9% 3,025 $203K
Element Wealth, LLC 0.09% New 3,015 $203K
CreativeOne Wealth, LLC 0.01% Reduce -42.1% 3,008 $202K
Cooper/Haims Advisors, LLC 0.10% New 3,000 $202K
Integral Investment Advisors, Inc. 0.06% New 3,000 $202K
Courier Capital LLC 0.01% New 3,000 $202K
SilverOak Wealth Management LLC 0.04% New 2,987 $201K
Santori & Peters, Inc. 0.07% New 2,985 $201K
Independence Bank of Kentucky 0.03% No change 2,939 $198K
Chapman Financial Group, LLC 0.15% — 2,711 $182K
Optimum Investment Advisors 0.08% No change 2,633 $177K
Quaker Wealth Management, LLC 0.06% — 2,566 $172K
Medallion Wealth Advisors, LLC 0.07% Reduce -1.9% 2,538 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -53.3% 2,484 $167K
North Capital, Inc. 0.14% Add +6.6% 2,418 $163K
TFC Financial Management, Inc. 0.02% New 2,396 $161K
Solstein Capital, LLC 0.08% No change 2,303 $155K
USA Financial Formulas 0.03% Reduce -36.9% 2,262 $152K
Blue Trust, Inc. 0.00% No change 2,220 $149K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 2,200 $148K
Intelligent Financial Strategies 0.08% Add +14.6% 2,199 $148K
Evermay Wealth Management LLC 0.02% No change 1,995 $134K
Elevation Wealth Partners, LLC 0.05% Add +0.7% 1,991 $134K
Arax Advisory Partners 0.01% Add +32.9% 368 $134K
Frazier Financial Advisors, LLC 0.09% Add +0.7% 1,962 $132K
MV Capital Management, Inc. 0.01% No change 1,948 $131K
Cornerstone Planning Group LLC 0.03% Reduce -8.6% 1,907 $128K
Bollard Group LLC 0.00% Add +0.8% 1,755 $118K
LGT Financial Advisors LLC 0.30% No change 1,745 $117K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $117K
AllSquare Wealth Management LLC 0.06% No change 1,700 $114K
Provident Wealth Management, LLC 0.04% New 1,666 $112K
Evolution Advisers, Inc. 0.05% No change 1,649 $110K
LFA - Lugano Financial Advisors SA 0.06% New 1,626 $109K
Heritage Wealth Advisors 0.01% Reduce -7.8% 1,589 $107K
Centaurus Financial, Inc. 0.01% New 1,576 $106K
MassMutual Private Wealth & Trust, FSB 0.00% Add +56.9% 1,569 $105K
Legacy Bridge, LLC 0.05% No change 1,552 $104K
Hazlett, Burt & Watson, Inc. 0.04% Add +44.8% 1,538 $104K
Zeit Capital LLC 0.07% No change 1,535 $103K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,516 $102K
Jackson, Grant Investment Advisers, Inc. 0.04% New 1,512 $102K
Frisco Financial Planning LLC 0.08% Add +76.3% 1,386 $93K
Sound Income Strategies, LLC 0.01% Add +781.8% 1,358 $91K
GPS Wealth Strategies Group, LLC 0.01% Add +0.5% 1,346 $91K
Versant Capital Management, Inc 0.01% No change 1,345 $90K
Pacifica Partners Inc. 0.04% Reduce -3.4% 1,325 $89K
Northwest Capital Management Inc 0.05% Reduce -2.5% 1,297 $87K
TruNorth Capital Management, LLC 0.02% No change 1,297 $87K
Glass Jacobson Investment Advisors llc 0.03% Add +4.7% 1,273 $86K
Financial Freedom, LLC 0.04% Add +0.7% 1,242 $83K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $83K
Financial Perspectives, Inc 0.03% Add +49.3% 1,230 $83K
Hurley Capital, LLC 0.05% Add +0.3% 1,128 $76K
Copia Wealth Management 0.06% Add +19.1% 1,106 $74K
Bogart Wealth, LLC 0.00% Add +24.3% 1,105 $74K
Bangor Savings Bank 0.01% No change 1,045 $70K
Community Bank, N.A. 0.01% No change 1,034 $70K
Horizons Wealth Management 0.05% No change 1,014 $68K
Belmont Capital, LLC 0.01% No change 997 $67K
Murphy & Mullick Capital Management Corp 0.05% Add +918.4% 998 $66K
Arlington Trust Co LLC 0.01% No change 955 $64K
Center for Financial Planning, Inc. 0.01% No change 941 $63K
Crewe Advisors LLC 0.01% Add +1027.7% 936 $63K
North Ridge Wealth Advisors, Inc. 0.04% No change 900 $60K
Trust Co. of Toledo NA 0.01% New 895 $60K
Family Manage LLC 0.01% Add +0.7% 875 $59K
Mascoma Wealth Management LLC 0.01% No change 839 $56K
Vermillion Wealth Management, Inc. 0.03% No change 838 $56K
Private Wealth Management Group, LLC 0.02% No change 805 $54K
Westside Investment Management, Inc. 0.01% No change 803 $54K
Salomon & Ludwin, LLC 0.01% No change 799 $54K
Gables Capital Management Inc. 0.03% No change 800 $54K
Pandora Wealth, Inc. 0.03% No change 795 $53K
Iron Horse Wealth Management, LLC 0.02% Add +126.3% 792 $53K
New Republic Capital, LLC 0.02% No change 787 $53K
Luminist Capital LLC 0.05% No change 779 $52K
Abound Wealth Management 0.01% Add +0.5% 779 $52K
Exchange Traded Concepts, LLC 0.00% Reduce -94.9% 763 $51K
Founders Financial Alliance, LLC 0.01% No change 751 $50K
Hemington Wealth Management 0.01% No change 744 $50K
Fairman Group, LLC 0.04% Add +4.7% 739 $50K
Lowe Wealth Advisors, LLC 0.02% No change 712 $48K
Beacon Capital Management, LLC 0.01% Add +0.7% 690 $46K
Rosenberg Matthew Hamilton 0.01% Reduce -75.3% 685 $46K
Addison Advisors LLC 0.01% No change 671 $45K
MPWM Advisory Solutions, LLC 0.03% No change 652 $44K
JDM Financial Group LLC 0.02% Add +0.6% 641 $43K
Kentucky Trust Co 0.02% No change 630 $42K
Key Financial Inc 0.01% No change 629 $42K
Twin Peaks Wealth Advisors, LLC 0.01% New 612 $42K
Harbor Asset Planning, Inc. 0.04% — 626 $42K
Qube Research & Technologies Ltd 0.00% New 625 $42K
Nordwand Advisors, LLC 0.01% New 616 $41K
Boyd Watterson Asset Management LLC 0.01% No change 607 $41K
Graney & King, LLC 0.03% New 601 $40K
Bfsg, LLC 0.00% No change 593 $40K
Vermillion & White Wealth Management Group, LLC 0.03% No change 591 $40K
Quest 10 Wealth Builders, Inc. 0.03% No change 520 $35K
Aventura Private Wealth, LLC 0.01% No change 513 $34K
Traub Capital Management LLC 0.03% — 485 $33K
Tsfg, LLC 0.01% No change 478 $32K
HighMark Wealth Management LLC 0.02% Add +0.6% 475 $32K
Avalon Trust Co 0.00% No change 470 $32K
PFS Partners, LLC 0.02% Add +0.9% 449 $30K
Farmers & Merchants Investments Inc. 0.00% No change 435 $29K
Cheviot Value Management, LLC 0.00% No change 402 $28K
Kings Path Partners LLC 0.01% Add +0.8% 374 $25K
Stephens Consulting, LLC 0.01% No change 372 $25K
Hopwood Financial Services, Inc. 0.02% No change 356 $24K
Hartford Financial Management Inc. 0.01% No change 355 $24K
Colonial Trust Co / SC 0.00% No change 350 $24K
Washington Trust Advisors, Inc. 0.00% Add +13.9% 320 $22K
Atticus Wealth Management, LLC 0.01% Add +21.9% 317 $21K
Fourth Dimension Wealth, LLC 0.01% No change 272 $18K
Salem Investment Counselors Inc. 0.00% Reduce -88.2% 268 $18K
Nemes Rush Group LLC 0.00% Add +0.8% 264 $18K
SOA Wealth Advisors, LLC. 0.00% No change 255 $17K
Hantz Financial Services, Inc. 0.00% No change 259 $17K
Brooklyn Investment Group 0.00% New 252 $17K
Financial Connections Group, Inc. 0.01% Add +0.4% 248 $16K
Pinney & Scofield, Inc. 0.01% No change 210 $14K
Highline Wealth Partners LLC 0.00% Add +1.0% 209 $14K
Piscataqua Savings Bank 0.01% No change 200 $13K
Tower Research Capital LLC (TRC) 0.00% New 194 $13K
Hanson & Doremus Investment Management 0.00% No change 190 $13K
Aberdeen Wealth Management LLC 0.01% No change 185 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 175 $12K
GoalVest Advisory LLC 0.00% Add +0.6% 165 $11K
SJS Investment Consulting Inc. 0.00% New 140 $9K
Keener Financial Planning LLC 0.00% No change 148 $9K
Wood Tarver Financial Group, LLC 0.00% No change 143 $9K
Global Trust Asset Management, LLC 0.00% No change 132 $9K
Legacy Investment Solutions, LLC 0.00% — 125 $8K
Legacy Wealth Managment, LLC 0.00% No change 125 $8K
Peoples Financial Services Corp. 0.00% No change 120 $8K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -87.3% 106 $7K
Holos Integrated Wealth LLC 0.00% No change 101 $7K
Rialto Wealth Management, LLC 0.00% Reduce -36.5% 99 $7K
Creative Capital Management Investments LLC 0.00% No change 93 $6K
Darwin Wealth Management, LLC 0.00% Reduce -90.0% 83 $6K
ORG Partners LLC 0.00% No change 80 $5K
Delos Wealth Advisors, LLC 0.00% New 76 $5K
Sunbelt Securities, Inc. 0.00% No change 89 $5K
Midwest Capital Advisors, LLC 0.00% New 69 $5K
Clearstead Trust, LLC 0.00% Reduce -93.9% 63 $4K
IAG Wealth Partners, LLC 0.00% No change 61 $4K
1 North Wealth Services LLC 0.00% Reduce -96.9% 58 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -62.2% 56 $4K
Valued Wealth Advisors LLC 0.00% New 50 $3K
Redmont Wealth Advisors LLC 0.00% No change 40 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $3K
Gen-Wealth Partners Inc 0.00% No change 39 $3K
True Wealth Design, LLC 0.00% New 38 $3K
Nova Wealth Management, Inc. 0.00% New 36 $2K
Aventus Investment Advisors, Inc. 0.00% — 49 $2K
Fairscale Capital, LLC 0.00% No change 31 $2K
Country Trust Bank 0.00% No change 30 $2K
Navigoe, LLC 0.00% New 33 $2K
Rakuten Securities, Inc. 0.00% Reduce -58.3% 5 $336
McIlrath & Eck, LLC 0.00% No change 4 $269
Morton Brown Family Wealth, LLC 0.00% No change 3 $202
Total Investment Management Inc. 0.00% New 1 $43

"% 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.