Vanguard Ftse All-World Ex-UVEUETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,394 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 37 from Q2 2025. 96 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($1.7B), Morgan Stanley ($1.7B) and Northern Trust Corp. ($1.2B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Ftse All-World Ex-U
- CUSIP
- 922042775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $190.4M |
| Exits | 47 | $78.6M |
All 13F filers, Q2 2025 → Q3 2025: 31,849,927 shares bought and 8,707,394 shares sold, net +23,142,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,394 holders
| Bank of America Corp. | 0.13% | Add +18.7% | 23,964,732 | $1.7B |
| Morgan Stanley | 0.10% | Add +3.0% | 23,202,018 | $1.7B |
| Northern Trust Corp. | 0.15% | Add +2.9% | 16,670,811 | $1.2B |
| Envestnet Asset Management Inc. | 0.20% | Reduce -1.9% | 9,922,978 | $708.2M |
| Sanders Capital, LLC | 0.79% | Add +184.8% | 9,042,229 | $645.3M |
| Wells Fargo & Company | 0.13% | Add +316.1% | 8,696,007 | $620.6M |
| PNC Financial Services Group, Inc. | 0.33% | Add +0.4% | 7,684,416 | $548.4M |
| Forvis Mazars Wealth Advisors, LLC | 10.17% | Add +3.7% | 7,176,678 | $512.2M |
| UBS Group AG | 0.10% | Add +2.4% | 6,823,285 | $487.0M |
| Raymond James Financial Inc. | 0.14% | Add +1.6% | 6,187,082 | $441.6M |
| CBIZ Investment Advisory Services, LLC | 14.91% | Reduce -3.1% | 5,335,658 | $380.8M |
| CIBC Asset Management Inc | 0.99% | Reduce -1.1% | 4,775,575 | $340.8M |
| Diversified Trust Co. | 6.39% | Add +4.8% | 4,481,475 | $319.8M |
| Cresset Asset Management, LLC | 1.29% | Add +3.3% | 4,105,579 | $293.0M |
| HighTower Advisors, LLC | 0.33% | Add +9.0% | 4,082,224 | $291.3M |
| Janney Montgomery Scott LLC | 0.68% | Reduce -3.5% | 4,046,680 | $288.8M |
| Vanguard Group Inc. | 0.00% | Reduce -20.5% | 3,979,242 | $284.0M |
| WestEnd Advisors, LLC | 6.36% | Reduce -4.2% | 3,808,858 | $271.8M |
| LPL Financial LLC | 0.07% | Add +17.4% | 3,345,374 | $238.8M |
| Lincoln National Corp. | 6.78% | Add +1.4% | 3,330,427 | $237.7M |
| Summit Financial, LLC | 3.57% | Reduce -4.6% | 3,272,155 | $233.5M |
| Baird Financial Group, Inc. | 0.37% | Add +10.9% | 3,217,001 | $229.6M |
| Stifel Financial Corp. | 0.20% | Add +4.0% | 3,115,615 | $222.4M |
| Cerity Partners LLC | 0.32% | Add +8.2% | 2,782,956 | $198.6M |
| Jones Financial Companies LLLP | 0.13% | Add +4.7% | 2,694,026 | $190.7M |
| Kestra Investment Management, LLC | 5.05% | Add +12.1% | 2,634,839 | $188.0M |
| Euclidean Capital LLC | 77.31% | Add +20.3% | 2,578,184 | $184.0M |
| Johnson Investment Counsel Inc. | 1.50% | Add +9.0% | 2,518,779 | $179.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.6% | 2,364,842 | $168.8M |
| Truist Financial Corp. | 0.22% | Reduce -5.2% | 2,287,015 | $163.2M |
| Blair William & Co. | 0.43% | Add +10.3% | 2,266,265 | $161.7M |
| Royal Bank of Canada | 0.03% | Add +13.5% | 2,232,372 | $159.3M |
| Victory Capital Management Inc. | 0.09% | Add +3.3% | 2,206,585 | $157.5M |
| Wealthspire Advisors, LLC | 0.82% | Add +6.0% | 2,204,742 | $157.4M |
| Captrust Financial Advisors | 0.30% | Add +1.7% | 2,062,619 | $147.2M |
| Howland Capital Management LLC | 5.35% | Reduce -0.5% | 1,967,766 | $140.4M |
| Rockefeller Capital Management L.P. | 0.27% | Add +2.5% | 1,919,814 | $137.0M |
| Osborne Partners Capital Management, LLC | 6.92% | Reduce -0.9% | 1,909,825 | $136.3M |
| Strid Group, LLC | 15.03% | Reduce -0.5% | 1,657,660 | $118.3M |
| Brown Advisory Inc. | 0.15% | Add +2.3% | 1,631,226 | $116.4M |
| Commonwealth Equity Services, LLC | 0.15% | Add +4.0% | 1,623,206 | $115.8M |
| JPMorgan Chase & Co. | 0.01% | Add +21.8% | 1,459,990 | $104.2M |
| Voya Financial Advisors, Inc. | 9.82% | Add +3.5% | 1,431,389 | $101.8M |
| Jane Street Group, LLC | 0.12% | Add +609.6% | 1,400,782 | $100.0M |
| Creative Planning | 0.07% | Reduce -2.1% | 1,347,842 | $96.2M |
| US Bancorp \de | 0.11% | Add +1.0% | 1,339,400 | $95.6M |
| Cetera Investment Advisers | 0.11% | Add +15.1% | 1,299,013 | $92.7M |
| Means Investment Co., Inc. | 7.64% | Add +6.0% | 1,236,490 | $88.2M |
| Glassman Wealth Services | 11.13% | Add +2.1% | 1,110,062 | $79.2M |
| United Services Automobile Association | 5.49% | Reduce -6.1% | 1,100,299 | $78.5M |
| Corient Private Wealth LP | 0.12% | Reduce -26.4% | 1,080,840 | $76.5M |
| HB Wealth Management, LLC | 0.50% | Add +10.1% | 1,038,532 | $74.1M |
| Osaic Holdings, Inc. | 0.10% | Add +15.7% | 1,045,257 | $73.5M |
| J.Safra Asset Management Corp | 4.39% | New | 1,011,916 | $72.2M |
| Pinnacle Associates Ltd. | 0.94% | Add +4.6% | 993,120 | $70.9M |
| Wealthcare Capital Management LLC | 7.14% | Add +0.1% | 985,589 | $70.3M |
| Wharton Business Group, LLC | 3.04% | Add +9.1% | 973,980 | $69.5M |
| NewSquare Capital LLC | 4.71% | Add +3.5% | 972,487 | $69.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.6% | 962,042 | $68.7M |
| MML Investors Services, LLC | 0.17% | Reduce -1.1% | 892,342 | $63.7M |
| Efficient Advisors, LLC | 3.59% | Add +3.4% | 891,577 | $63.6M |
| Patriot Investment Management Group, Inc. | 3.94% | Reduce -2.4% | 846,486 | $60.4M |
| Harding Loevner LP | 0.44% | Add +29.5% | 840,898 | $60.0M |
| Laird Norton Wetherby Trust Company, LLC | 10.21% | Reduce -9.1% | 832,463 | $59.4M |
| Ameriprise Financial Inc. | 0.01% | Add +12.3% | 819,419 | $58.5M |
| Cwm, LLC | 0.17% | Add +11.3% | 808,939 | $57.7M |
| Nicholas Hoffman & Company, LLC. | 1.36% | Add +4.6% | 789,613 | $56.4M |
| Waverly Advisors, LLC | 0.55% | Add +2.2% | 779,155 | $55.6M |
| Cardinal Point Capital Management ULC | 3.89% | Add +7.8% | 779,705 | $55.6M |
| Flower City Capital | 29.54% | Add +2.6% | 769,900 | $54.9M |
| Compton Wealth Advisory Group, LLC | 12.70% | Add +1.2% | 768,807 | $54.9M |
| St. Louis Trust Co | 6.69% | Add +0.0% | 752,178 | $53.7M |
| Moneta Group Investment Advisors LLC | 0.42% | Add +9.6% | 747,377 | $53.3M |
| Karpus Management, Inc. | 1.68% | Add +16.1% | 742,033 | $53.0M |
| Mather Group, Llc. | 0.53% | Add +18.4% | 736,985 | $52.6M |
| Nisa Investment Advisors, LLC | 0.20% | No change | 729,000 | $52.0M |
| Pasadena Private Wealth, LLC | 7.19% | Add +11.2% | 697,835 | $49.8M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +0.2% | 681,845 | $48.7M |
| Fort Washington Investment Advisors Inc. | 0.26% | Add +1.3% | 676,527 | $48.3M |
| Assetmark, Inc. | 0.10% | Reduce -18.4% | 669,927 | $47.8M |
| Verus Financial Partners, Inc. | 4.46% | Reduce -0.4% | 650,332 | $46.4M |
| Valmark Advisers, Inc. | 0.59% | Reduce -1.2% | 639,957 | $45.7M |
| Blankinship & Foster, LLC | 9.93% | Add +4.3% | 636,554 | $45.4M |
| Bridges Investment Management Inc. | 0.58% | Reduce -18.9% | 636,169 | $45.4M |
| Sage Financial Group Inc. | 3.02% | Add +0.2% | 621,621 | $44.4M |
| BIP Wealth, LLC | 2.19% | Reduce -1.1% | 620,904 | $44.3M |
| Henshaw Capital LLC | 1.58% | New | 592,813 | $42.3M |
| Dunhill Financial, LLC | 14.07% | Add +30.6% | 586,647 | $41.9M |
| Cullen/Frost Bankers, Inc. | 0.49% | Reduce -3.0% | 586,523 | $41.9M |
| National Bank of Canada | 0.05% | Add +0.3% | 581,870 | $41.5M |
| Cornerstone Advisors Asset Management, LLC | 7.21% | Add +4.6% | 578,016 | $41.3M |
| MilWealth Group LLC | 9.86% | Reduce -0.6% | 566,700 | $40.4M |
| Capitolis Liquid Global Markets LLC | 0.32% | Reduce -48.3% | 563,400 | $40.2M |
| Zions Bancorporation, National Association | 1.94% | Add +0.1% | 549,543 | $39.2M |
| Charter Oak Capital Management, LLC | 3.01% | Reduce -1.9% | 537,169 | $38.3M |
| Standpoint Asset Management, LLC | 8.56% | Reduce -16.4% | 530,700 | $37.9M |
| Davis R M Inc. | 0.66% | Reduce -1.1% | 526,689 | $37.6M |
| Bailard, Inc. | 0.81% | Add +1.4% | 520,027 | $37.1M |
| Wrenne Financial Planning LLC | 15.85% | Add +1.8% | 519,349 | $37.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.1% | 514,628 | $36.7M |
| 5th Street Advisors, LLC | 18.09% | Add +1.6% | 511,993 | $36.5M |
| AllGen Financial Advisors, Inc. | 8.71% | Add +5.9% | 496,776 | $35.5M |
| Focus Partners Wealth | 0.06% | Add +4.0% | 496,223 | $35.4M |
| LRI Investments, LLC | 2.87% | Add +5.1% | 491,087 | $35.0M |
| Sentinel Trust Co. Lba | 3.57% | No change | 490,375 | $35.0M |
| Bank of Montreal | 0.01% | Add +5.7% | 489,059 | $34.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -15.8% | 488,224 | $34.8M |
| Caprock Group, LLC | 0.84% | — | 492,473 | $34.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.55% | Add +7.4% | 476,216 | $34.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.38% | Reduce -0.6% | 474,628 | $33.9M |
| Madison Asset Management, LLC | 0.36% | Add +23.2% | 462,706 | $33.0M |
| Luminvest Wealth Management LLC | 10.74% | Add +4.2% | 461,600 | $32.9M |
| Fifth Third Bancorp | 0.10% | Reduce -0.1% | 453,785 | $32.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.7% | 447,562 | $32.3M |
| Albion Financial Group | 1.95% | Add +0.7% | 452,471 | $32.3M |
| Sage Financial Management Group, Inc. | 9.95% | Add +3.1% | 436,799 | $31.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 430,630 | $30.7M |
| Bluestem Financial Advisors, LLC | 11.97% | Add +3.5% | 428,697 | $30.6M |
| M&T Bank Corp | 0.10% | Add +0.6% | 426,711 | $30.5M |
| Roble, Belko & Company, Inc | 4.11% | Add +0.6% | 424,667 | $30.3M |
| Mullooly Asset Management, Inc. | 11.52% | Add +1.6% | 420,809 | $30.0M |
| Savant Capital, LLC | 0.18% | Reduce -3.4% | 419,709 | $30.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -15.4% | 419,020 | $29.9M |
| Granby Capital Management, LLC | 15.46% | No change | 408,000 | $29.1M |
| FC Advisory LLC | 8.37% | Reduce -0.2% | 400,901 | $28.6M |
| Avior Wealth Management, LLC | 0.92% | Reduce -1.0% | 400,144 | $28.6M |
| Somnio Financial Group, LLC | 19.15% | Reduce -1.7% | 395,712 | $28.2M |
| United Capital Financial Advisors, LLC | 0.20% | Add +17.4% | 381,467 | $27.2M |
| Newton One Investments LLC | 7.88% | Reduce -0.8% | 372,909 | $26.6M |
| Kestra Advisory Services, LLC | 0.12% | Add +4.0% | 368,394 | $26.3M |
| Van Cleef Asset Management,Inc | 2.67% | Add +0.8% | 367,468 | $26.2M |
| Stratos Investment Management, LLC | 1.08% | Add +1.5% | 365,086 | $26.1M |
| Stonebridge Capital Advisors LLC | 1.85% | Add +1.5% | 364,088 | $26.0M |
| Performa Ltd (US), LLC | 6.82% | Add +28.2% | 360,536 | $25.7M |
| Lanham O'Dell & Company, Inc. | 8.01% | Add +1.1% | 352,429 | $25.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -11.6% | 351,123 | $25.1M |
| Bessemer Group Inc. | 0.04% | Reduce -0.4% | 347,508 | $24.8M |
| Telos Capital Management, Inc. | 2.37% | Add +2.4% | 347,085 | $24.8M |
| Citizens Financial Group Inc. | 0.34% | Add +1.0% | 346,803 | $24.8M |
| Agf Management Ltd. | 0.11% | Add +0.3% | 346,302 | $24.7M |
| Whittier Trust Co. | 0.28% | Add +0.3% | 337,463 | $24.5M |
| Citadel Advisors | 0.02% | Add +1665.6% | 341,960 | $24.4M |
| Wealthcare Advisory Partners LLC | 0.51% | Reduce -1.4% | 340,199 | $24.3M |
| Avion Wealth | 5.14% | Add +7.5% | 335,486 | $23.9M |
| Aspiriant, LLC | 0.72% | Add +0.1% | 328,250 | $23.4M |
| Topsail Wealth Management, LLC | 3.94% | Reduce -0.3% | 325,670 | $23.2M |
| Optas, LLC | 3.94% | Add +0.1% | 325,303 | $23.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.21% | Add +15.7% | 320,238 | $22.8M |
| BLB&B Advisors, LLC | 0.98% | Add +20.8% | 319,502 | $22.8M |
| Mariner, LLC | 0.03% | Add +16.9% | 318,086 | $22.7M |
| Tolleson Wealth Management, Inc. | 3.37% | Add +2.4% | 305,507 | $21.8M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.5% | 303,505 | $21.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.61% | Add +0.9% | 302,158 | $21.6M |
| Clear Harbor Asset Management, LLC | 1.51% | Add +2.5% | 299,618 | $21.4M |
| Evercore Wealth Management, LLC | 0.31% | Add +187.9% | 299,421 | $21.4M |
| &partners | 0.14% | Add +6.2% | 298,974 | $21.4M |
| Boston Standard Wealth Management, LLC | 3.54% | Reduce -0.3% | 294,861 | $21.0M |
| First Horizon Corp. | 0.99% | — | 294,043 | $21.0M |
| CKW Financial Group | 2.28% | Add +56.2% | 290,635 | $20.9M |
| Associated Banc-Corp | 0.55% | Add +12.8% | 291,640 | $20.8M |
| Allworth Financial LP | 0.09% | Reduce -2.4% | 290,853 | $20.8M |
| DAVENPORT & Co LLC | 0.11% | Add +41.9% | 286,976 | $20.5M |
| FMR LLC | 0.00% | Add +23.9% | 281,026 | $20.1M |
| Natixis Advisors, LLC | 0.03% | Add +3.2% | 276,773 | $19.8M |
| Define Financial, LLC | 11.77% | Add +1.3% | 274,769 | $19.6M |
| Empower Advisory Group, LLC | 0.05% | Reduce -1.5% | 274,709 | $19.6M |
| Five Pine Wealth Management | 12.88% | Add +2.6% | 266,944 | $19.1M |
| Lido Advisors, LLC | 0.08% | Add +897.8% | 266,473 | $19.0M |
| Mb, Levis & Associates, LLC | 8.21% | Add +2.0% | 265,845 | $19.0M |
| TL Private Wealth | 7.60% | Reduce -3.6% | 265,913 | $18.9M |
| Journey Beyond Wealth, LLC | 15.35% | Reduce -2.5% | 261,482 | $18.7M |
| Stephens Inc. | 0.24% | Add +2.6% | 260,618 | $18.6M |
| Beacon Wealthcare LLC | 6.50% | Add +2.3% | 259,443 | $18.5M |
| Firestone Capital Management | 3.92% | Add +2.3% | 253,906 | $18.1M |
| Bartlett & Co. Wealth Management LLC | 0.24% | Add +0.8% | 253,054 | $18.1M |
| Cornerstone Planning Group LLC | 2.89% | Add +15382.9% | 295,259 | $18.0M |
| Berkshire Asset Management LLC | 0.76% | Add +7.7% | 250,726 | $17.9M |
| Ballast, Inc. | 4.33% | Add +1.0% | 249,328 | $17.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.28% | Reduce -1.6% | 249,326 | $17.8M |
| Valley Financial Group, Inc. | 10.06% | Add +2.7% | 248,715 | $17.8M |
| River Wealth Advisors LLC | 2.07% | Add +1.1% | 247,484 | $17.7M |
| Chesley Taft & Associates LLC | 0.74% | Reduce -0.1% | 243,531 | $17.4M |
| ETF Portfolio Partners, Inc. | 4.62% | Reduce -3.3% | 243,450 | $17.4M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Add +47.9% | 237,196 | $17.4M |
| Main Management LLC | 1.25% | Add +0.6% | 239,879 | $17.1M |
| Ballentine Partners, LLC | 0.24% | Add +4.4% | 238,197 | $17.0M |
| SouthState Bank Corp | 0.77% | Reduce -1.4% | 235,529 | $16.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -85.5% | 230,800 | $16.6M |
| Coldstream Capital Management Inc. | 0.22% | Add +2.4% | 231,080 | $16.5M |
| Woodmont Investment Counsel LLC | 1.08% | Add +2.0% | 228,569 | $16.3M |
| JMG Financial Group, Ltd. | 0.45% | Reduce -0.8% | 223,232 | $15.9M |
| Evergreen Capital Management LLC | 0.38% | Add +4.1% | 223,100 | $15.9M |
| Scissortail Wealth Management, LLC | 3.37% | Add +1.1% | 216,317 | $15.4M |
| Astoria Strategic Wealth, Inc. | 3.90% | Reduce -2.4% | 215,900 | $15.4M |
| Wesbanco Bank Inc. | 0.43% | Add +23.1% | 215,693 | $15.4M |
| AlphaCore Capital LLC | 0.51% | Reduce -0.6% | 212,120 | $15.1M |
| Triune Financial Partners, LLC | 3.75% | Reduce -0.5% | 208,692 | $14.9M |
| LaSalle St. Investment Advisors, LLC | 2.64% | New | 206,130 | $14.7M |
| Badgley Phelps Wealth Managers, LLC | 0.31% | Add +0.1% | 205,180 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Add +79.8% | 205,029 | $14.6M |
| Avalon Advisory Group | 5.89% | Add +0.2% | 203,782 | $14.5M |
| Coston, McIsaac & Partners | 3.40% | Add +3.3% | 200,346 | $14.3M |
| MAI Capital Management | 0.09% | Add +6.0% | 199,878 | $14.3M |
| NewEdge Advisors, LLC | 0.06% | Add +11.3% | 199,082 | $14.2M |
| Hillcrest Wealth Advisors - NY, LLC | 6.32% | Reduce -1.3% | 196,829 | $14.0M |
| D.A. Davidson & Co. | 0.09% | Add +4.8% | 195,392 | $13.9M |
| Country Club Bank | 0.82% | Reduce -0.7% | 194,171 | $13.8M |
| Hall Capital Management Co. Inc. | 5.42% | Add +13.6% | 192,618 | $13.7M |
| Comerica Bank | 0.05% | Reduce -3.8% | 187,049 | $13.3M |
| WASHINGTON TRUST Co | 0.43% | Add +2.1% | 184,297 | $13.2M |
| Stratos Wealth Advisors, LLC | 0.63% | Reduce -2.6% | 184,187 | $13.1M |
| SCS Capital Management LLC | 0.14% | Add +0.8% | 182,894 | $13.1M |
| NewEdge Wealth, LLC | 0.19% | Add +141.1% | 179,575 | $13.0M |
| AMG National Trust Bank | 0.32% | No change | 181,281 | $12.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.55% | Add +5.6% | 180,562 | $12.9M |
| Twelve Points Wealth Management LLC | 3.14% | Reduce -6.2% | 176,623 | $12.6M |
| Citigroup Inc. | 0.01% | Add +2.9% | 172,327 | $12.3M |
| Ifrah Financial Services, Inc. | 3.16% | Reduce -1.1% | 170,899 | $12.2M |
| DRW Securities, LLC | 0.62% | Add +116.5% | 168,486 | $12.0M |
| Joel Isaacson & Co., LLC | 0.43% | Add +1.9% | 168,357 | $12.0M |
| Seeds Investor LLC | 2.53% | Add +0.0% | 167,718 | $12.0M |
| Park Avenue Securities LLC | 0.09% | Add +10.4% | 165,368 | $11.8M |
| Dakota Wealth Management | 0.24% | Reduce -3.2% | 163,765 | $11.7M |
| VERITY Wealth Advisors | 7.37% | Reduce -0.1% | 163,468 | $11.7M |
| Compass Planning Associates Inc | 10.63% | Reduce -18.6% | 162,429 | $11.6M |
| Heritage Investors Management Corp. | 0.34% | Reduce -0.3% | 160,411 | $11.4M |
| Curi Capital, LLC | 0.21% | Reduce -10.9% | 160,286 | $11.4M |
| AQR Capital Management | 0.01% | Add +130.5% | 159,423 | $11.4M |
| VSM Wealth Advisory, LLC | 3.42% | Reduce -0.5% | 154,179 | $11.0M |
| Quest Investment Management LLC | 1.15% | Add +0.4% | 153,750 | $11.0M |
| Accredited Investors Inc. | 0.61% | Reduce -1.2% | 152,139 | $10.9M |
| Pinnacle Financial Group, LLC / IL | 3.28% | Add +4.9% | 152,058 | $10.9M |
| TruWealth Advisors, LLC | 0.54% | Reduce -0.4% | 150,725 | $10.8M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Reduce -1.0% | 145,852 | $10.6M |
| Axis Capital Holdings Ltd. | 3.96% | No change | 146,362 | $10.4M |
| Pinnacle Financial Partners Inc | 0.25% | Add +0.5% | 145,640 | $10.4M |
| Pure Financial Advisors, LLC | 0.16% | Add +4.9% | 141,728 | $10.1M |
| Cherry Tree Wealth Management, LLC | 2.22% | Reduce -0.4% | 141,659 | $10.1M |
| OLIO Financial Planning | 2.94% | Reduce -4.6% | 140,572 | $10.0M |
| Financial Management Professionals, Inc. | 1.01% | Add +1.7% | 136,430 | $9.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.5% | 135,764 | $9.7M |
| Chatham Capital Group, Inc. | 1.39% | Reduce -1.5% | 135,745 | $9.7M |
| Beaird Harris Wealth Management, LLC | 0.69% | Reduce -2.1% | 135,480 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +19.0% | 132,545 | $9.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -7.7% | 131,971 | $9.4M |
| Bahl & Gaynor LLC | 0.05% | Add +1.4% | 131,570 | $9.4M |
| Idaho Trust Co | 3.16% | Add +11.8% | 131,551 | $9.4M |
| Equitable Holdings, Inc. | 0.07% | Add +1.8% | 129,989 | $9.3M |
| Berkeley Capital Partners, LLC | 2.20% | Add +1.7% | 129,969 | $9.3M |
| Archer Investment Management, LLC | 5.59% | Reduce -2.3% | 127,414 | $9.1M |
| Brighton Jones LLC | 0.22% | Add +33.8% | 126,586 | $9.0M |
| Balanced Wealth Group LLC | 3.96% | Reduce -0.2% | 134,289 | $9.0M |
| One Capital Management, LLC | 0.28% | Add +47.8% | 124,509 | $8.9M |
| F/m Investments LLC | 0.34% | Reduce -7.0% | 123,611 | $8.8M |
| Richmond Investment Services, LLC | 1.63% | Reduce -3.1% | 122,647 | $8.8M |
| Kraft, Davis & Associates, LLC | 2.12% | Add +1.9% | 119,415 | $8.7M |
| NorthCoast Asset Management LLC | 0.03% | Add +27.2% | 121,817 | $8.7M |
| Quantinno Capital Management LP | 0.02% | Reduce -28.9% | 121,739 | $8.7M |
| Coastal Bridge Advisors, LLC | 0.65% | Reduce -0.2% | 120,738 | $8.6M |
| Wedmont Private Capital | 0.32% | Add +29.8% | 118,682 | $8.6M |
| Farther Finance Advisors, LLC | 0.13% | Add +351.6% | 119,201 | $8.5M |
| Ti-Trust, Inc. | 5.33% | Add +0.3% | 118,710 | $8.5M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -1.6% | 118,479 | $8.5M |
| Phillips Financial Management, LLC | 0.56% | Reduce -6.6% | 117,967 | $8.4M |
| Goldstone Financial Group, LLC | 0.99% | Add +14.4% | 116,759 | $8.3M |
| Lam Group, Inc. | 5.09% | Reduce -4.8% | 114,997 | $8.2M |
| Trust Co. of Vermont | 0.36% | Add +14.5% | 114,858 | $8.2M |
| Lodestar Private Asset Management LLC | 0.85% | Add +0.8% | 114,297 | $8.2M |
| Columbia River Financial Group, LLC | 4.97% | Add +3.2% | 110,015 | $8.1M |
| WBH Advisory Inc. | 0.61% | Reduce -1.3% | 112,393 | $8.0M |
| Commerce Bank | 0.04% | Reduce -12.2% | 112,256 | $8.0M |
| Balentine LLC | 0.29% | No change | 112,027 | $8.0M |
| Atria Investments, Inc | 0.09% | Add +13.7% | 111,810 | $8.0M |
| Liberty Wealth Management LLC | 1.12% | Reduce -1.4% | 111,246 | $7.9M |
| Welch & Forbes LLC | 0.10% | Add +0.4% | 110,797 | $7.9M |
| Wealthfront Advisers LLC | 0.02% | Add +15.2% | 110,136 | $7.9M |
| Greenleaf Trust | 0.07% | Reduce -61.7% | 109,757 | $7.8M |
| Trust Point Inc. | 0.63% | Reduce -3.4% | 108,835 | $7.8M |
| MorganRosel Wealth Management, LLC | 2.01% | Reduce -3.8% | 108,589 | $7.7M |
| PDS Planning, Inc | 0.53% | Add +0.4% | 108,296 | $7.7M |
| Cary Street Partners Financial LLC | 0.20% | Add +2.1% | 107,933 | $7.7M |
| Hartmann Taylor Wealth Management, LLC | 5.49% | Add +10.8% | 107,116 | $7.6M |
| Archvest Wealth Advisors, Inc. | 6.77% | Reduce -6.7% | 106,409 | $7.6M |
| Twin Focus Capital Partners, LLC | 0.96% | Add +0.0% | 105,424 | $7.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +6.1% | 103,707 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -30.4% | 103,616 | $7.4M |
| Hughes Financial Services, LLC | 1.16% | Reduce -1.6% | 99,950 | $7.3M |
| Fee-Only Financial Planning, L.C. | 4.20% | Reduce -0.9% | 100,955 | $7.2M |
| Agate Pass Investment Management, LLC | 2.73% | Reduce -0.6% | 100,450 | $7.2M |
| Prospera Capital Management, LLC | 3.46% | Add +88.7% | 100,167 | $7.1M |
| Modern Wealth Management, LLC | 0.14% | Reduce -0.3% | 99,571 | $7.1M |
| Synergy Asset Management, LLC | 0.26% | Add +253.4% | 102,498 | $7.1M |
| Simon Quick Advisors, LLC | 0.32% | Add +20.7% | 99,069 | $7.1M |
| Brave Asset Management Inc. | 1.73% | Add +0.7% | 100,452 | $7.1M |
| Avidian Wealth Enterprises, LLC | 0.27% | Reduce -21.0% | 98,532 | $7.0M |
| Freestone Capital Holdings, LLC | 0.22% | Reduce -4.3% | 98,272 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -4.6% | 97,923 | $7.0M |
| PFG Advisors | 0.28% | New | 95,935 | $6.8M |
| Grange Capital, LLC | 6.59% | Add +2.3% | 95,508 | $6.8M |
| IFP Advisors, Inc | 0.18% | Add +2.8% | 94,850 | $6.8M |
| Barrett & Company, Inc. | 2.31% | Add +23.1% | 94,589 | $6.8M |
| GreatBanc Trust CO | 4.61% | — | 94,302 | $6.7M |
| AlTi Global, Inc. | 0.16% | Add +1.9% | 93,675 | $6.7M |
| Breakwater Investment Management | 2.46% | Reduce -3.0% | 93,569 | $6.7M |
| Nwam LLC | 0.36% | Reduce -5.1% | 92,139 | $6.6M |
| CacheTech Inc. | 1.33% | Reduce -13.9% | 92,723 | $6.6M |
| Industrial Alliance Investment Management Inc. | 3.95% | Reduce -4.4% | 91,671 | $6.5M |
| North Star Asset Management Inc. | 0.27% | Reduce -0.1% | 91,549 | $6.5M |
| McKinley Carter Wealth Services, Inc. | 0.34% | Reduce -1.0% | 89,786 | $6.4M |
| Adams Wealth Management | 1.37% | Reduce -16.9% | 89,512 | $6.4M |
| Kiley Juergens Wealth Management, LLC | 1.39% | Add +6.1% | 88,274 | $6.3M |
| QRG Capital Management, Inc. | 0.08% | Add +2.4% | 87,396 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +7.3% | 85,899 | $6.1M |
| Advocate Group LLC | 1.00% | Add +4.2% | 85,104 | $6.1M |
| Integrated Advisors Network LLC | 0.25% | Add +0.0% | 85,009 | $6.1M |
| Altura Wealth Advisors Inc. | 2.87% | Add +11.6% | 84,395 | $6.0M |
| BBR Partners, LLC | 0.35% | No change | 84,045 | $6.0M |
| Neuberger Berman Group LLC | 0.00% | New | 82,817 | $5.9M |
| MeadowBrook Investment Advisors LLC | 5.14% | Reduce -0.3% | 82,413 | $5.9M |
| Tennessee Valley Asset Management Partners | 0.79% | Add +84.1% | 82,047 | $5.9M |
| Transcend Capital Advisors, LLC | 0.41% | Reduce -3.9% | 81,664 | $5.8M |
| Principia Wealth Advisory, LLC | 4.13% | Reduce -40.5% | 81,054 | $5.8M |
| Indie Asset Partners, LLC | 7.64% | Add +1.4% | 80,445 | $5.7M |
| Clearstead Advisors, LLC | 0.08% | Reduce -33.4% | 79,576 | $5.7M |
| Wealthspire Retirement, LLC | 0.36% | Reduce -0.7% | 79,420 | $5.7M |
| Strategic Wealth Investment Group, LLC | 0.48% | New | 79,248 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +20.2% | 79,049 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Reduce -9.7% | 78,387 | $5.6M |
| Compass Ion Advisors, LLC | 0.54% | Reduce 0.0% | 77,935 | $5.6M |
| Quantum Capital Management, LLC / NJ | 0.60% | Reduce -0.7% | 76,991 | $5.5M |
| Burling Wealth Partners, LLC | 0.91% | Add +60.8% | 76,747 | $5.5M |
| Allegiance Financial Group Advisory Services LLC | 1.25% | Reduce -8.6% | 76,313 | $5.4M |
| CGN Advisors LLC | 0.45% | Add +2.4% | 76,123 | $5.4M |
| GFS Advisors, LLC | 0.69% | Reduce -3.5% | 76,090 | $5.4M |
| Valpey Financial Services, LLC | 3.54% | Reduce -2.8% | 75,789 | $5.4M |
| StoneX Group Inc. | 0.23% | Add +125.5% | 74,203 | $5.3M |
| Gladwyn Financial Advisors, Inc. | 3.80% | Add +3.1% | 74,151 | $5.3M |
| Next Level Wealth Planning, LLC | 2.90% | Add +1.8% | 71,885 | $5.1M |
| Northeast Investment Management | 0.21% | Add +11.8% | 71,743 | $5.1M |
| Black Diamond Financial, LLC | 0.57% | Add +6.7% | 71,580 | $5.1M |
| Pine Valley Investments Ltd Liability Co | 0.27% | Add +0.4% | 71,336 | $5.1M |
| Addis & Hill, Inc | 3.06% | Reduce -2.1% | 69,792 | $5.0M |
| Cadence Wealth Management LLC | 2.63% | Add +2.1% | 70,234 | $5.0M |
| Schroder Investment Management Group | 0.00% | No change | 69,576 | $5.0M |
| Facet Wealth, Inc. | 0.10% | Add +0.3% | 68,691 | $4.9M |
| Graves Light Lenhart Wealth, Inc. | 0.54% | Reduce -0.3% | 68,260 | $4.9M |
| 3Chopt Investment Partners, LLC | 1.11% | Add +1.6% | 68,206 | $4.9M |
| Disciplined Investors, L.L.C. | 3.44% | Reduce -1.2% | 67,674 | $4.8M |
| Fiducient Advisors LLC | 0.56% | Add +2.7% | 67,647 | $4.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +15.8% | 67,599 | $4.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +8.1% | 66,260 | $4.7M |
| Sawgrass Asset Management LLC | 0.58% | Add +0.1% | 65,991 | $4.7M |
| Turtle Creek Wealth Advisors, LLC | 0.42% | Add +31.8% | 65,787 | $4.7M |
| Alta Advisers Ltd | 1.44% | Reduce -3.8% | 65,757 | $4.7M |
| Fiduciary Trust Co | 0.05% | Reduce -1.4% | 65,576 | $4.7M |
| HSBC Holdings PLC | 0.00% | Reduce -15.1% | 65,287 | $4.7M |
| Fiduciary Financial Group, LLC | 0.73% | Add +1.0% | 65,040 | $4.6M |
| IMA Advisory Services, Inc. | 0.47% | Reduce -29.2% | 65,011 | $4.6M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -4.4% | 64,887 | $4.6M |
| Centennial Bank | 1.79% | Add +5.2% | 63,906 | $4.6M |
| Beaumont Asset Management, L.L.C. | 2.29% | Reduce -0.1% | 63,711 | $4.5M |
| Wilson & Boucher Capital Management, LLC | 2.96% | Add +0.7% | 63,188 | $4.5M |
| Portland Global Advisors LLC | 0.50% | Reduce -1.9% | 63,056 | $4.5M |
| Bluespring Wealth Management, LLC | 0.39% | Reduce -2.9% | 62,489 | $4.5M |
| Advisor OS, LLC | 0.38% | Reduce -15.2% | 61,926 | $4.4M |
| Ritholtz Wealth Management | 0.09% | Reduce -0.6% | 61,305 | $4.4M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.0% | 60,842 | $4.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +1.8% | 60,821 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Add +2.4% | 60,352 | $4.3M |
| My Personal CFO, LLC | 1.66% | New | 60,193 | $4.3M |
| Foundation Wealth Management, LLC\PA | 1.66% | Reduce -2.4% | 60,193 | $4.3M |
| Park Edge Advisors, LLC | 0.99% | Reduce -1.1% | 60,011 | $4.3M |
| Coastline Trust Co | 0.46% | Add +2.5% | 59,969 | $4.3M |
| Washington Growth Strategies LLC | 3.02% | Reduce -4.7% | 59,419 | $4.2M |
| Spinnaker Trust | 0.23% | Add +0.8% | 59,231 | $4.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Reduce -0.0% | 59,006 | $4.2M |
| TrueWealth Financial Partners | 2.13% | Reduce -65.1% | 58,611 | $4.2M |
| Algorithmic Investment Models, LLC | 2.76% | Reduce -6.0% | 58,245 | $4.2M |
| First American Trust, FSB | 0.30% | Add +9.7% | 57,998 | $4.1M |
| Simplicity Wealth,LLC | 0.24% | Reduce -59.9% | 57,786 | $4.1M |
| Lansing Street Advisors | 1.09% | Reduce -24.6% | 57,758 | $4.1M |
| Dorsey & Whitney Trust CO LLC | 0.22% | Add +0.6% | 57,283 | $4.1M |
| SOL Capital Management CO | 0.36% | Reduce -0.9% | 56,590 | $4.0M |
| Ramiah Investment Group | 3.56% | Add +62.6% | 56,251 | $4.0M |
| JNBA Financial Advisors | 0.36% | Reduce -0.6% | 56,019 | $4.0M |
| Alpine Bank Wealth Management | 0.56% | Reduce -1.8% | 55,705 | $4.0M |
| Prospera Financial Services Inc | 0.07% | Reduce -7.6% | 55,519 | $4.0M |
| DF Dent & Co. Inc. | 0.05% | Add +5.7% | 55,415 | $4.0M |
| Professional Financial Advisors, LLC | 0.82% | Add +75.3% | 54,826 | $3.9M |
| Upper Left Wealth Management, LLC | 2.45% | Reduce -10.7% | 54,572 | $3.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.3% | 52,931 | $3.8M |
| Fiduciary Advisors, Inc. | 3.05% | Reduce -7.9% | 52,890 | $3.8M |
| Values Added Financial LLC | 1.67% | Add +0.3% | 52,700 | $3.8M |
| First PREMIER Bank | 0.85% | Add +0.1% | 52,364 | $3.7M |
| Mosaic Advisors LLC | 9.05% | New | 52,336 | $3.7M |
| Benchmark Financial Wealth Advisors, LLC | 1.12% | Add +0.2% | 52,156 | $3.7M |
| Asset Allocation & Management Company, LLC | 1.58% | Add +9.7% | 52,108 | $3.7M |
| Aufman Associates Inc | 2.09% | Reduce -0.9% | 52,086 | $3.7M |
| Daymark Wealth Partners, LLC | 0.13% | Reduce -0.8% | 52,029 | $3.7M |
| Newman Dignan & Sheerar, Inc. | 0.80% | Add +2.1% | 51,918 | $3.7M |
| Klingman & Associates, LLC | 0.19% | Add +1.1% | 51,710 | $3.7M |
| Creekside Partners | 1.62% | Add +1.1% | 51,556 | $3.7M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -55.8% | 51,472 | $3.7M |
| Clark Asset Management, LLC | 0.43% | Reduce -0.1% | 51,396 | $3.7M |
| Sage Mountain Advisors LLC | 0.21% | Add +0.0% | 51,117 | $3.6M |
| Beacon Bank & Trust | 0.78% | Add +3.3% | 50,513 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -21.6% | 50,507 | $3.6M |
| Parsons Capital Management Inc. | 0.20% | Add +0.5% | 50,191 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +951.4% | 50,139 | $3.6M |
| Gotham Asset Management | 0.02% | Add +24.4% | 50,046 | $3.6M |
| Intrepid Family Office LLC | 3.23% | No change | 50,000 | $3.6M |
| Lanark Financial, Inc. | 0.28% | Add +1145.8% | 49,931 | $3.6M |
| Wealthcare Capital Partners, LLC | 1.63% | Reduce -2.4% | 49,782 | $3.6M |
| Ieq Capital, LLC | 0.01% | Add +37.8% | 49,768 | $3.6M |
| NYL Investors LLC | 1.21% | Add +3.4% | 49,265 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.08% | Add +1.0% | 48,863 | $3.5M |
| Security Financial Services, INC. | 0.56% | Reduce -4.7% | 48,847 | $3.5M |
| Cibc World Market Inc. | 0.01% | Add +17.6% | 48,807 | $3.5M |
| Howe & Rusling Inc. | 0.24% | Add +10.3% | 48,695 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +1.4% | 48,630 | $3.5M |
| Stokes Family Office, LLC | 0.33% | Reduce -12.6% | 48,258 | $3.4M |
| Northstar Group, Inc. | 0.52% | Add +2.0% | 48,246 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +75.5% | 48,002 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.1% | 47,338 | $3.4M |
| Providence First Trust Co | 1.18% | No change | 47,649 | $3.4M |
| TD Private Client Wealth LLC | 0.08% | Reduce -14.1% | 47,537 | $3.4M |
| Factor Wealth Management LTD | 0.84% | Add +2.9% | 47,101 | $3.4M |
| Cloud Capital Management, LLC | 1.76% | Reduce -9.6% | 46,891 | $3.3M |
| Bleakley Financial Group, LLC | 0.08% | Add +2.4% | 46,740 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +172.8% | 46,704 | $3.3M |
| Evanson Asset Management, LLC | 0.19% | Add +33.5% | 46,477 | $3.3M |
| Camelot Portfolios, LLC | 1.96% | Reduce -0.5% | 46,214 | $3.3M |
| Richard P Slaughter Associates Inc | 0.70% | Reduce -8.6% | 45,435 | $3.2M |
| Sigma Planning Corp | 0.09% | Reduce -1.1% | 45,397 | $3.2M |
| Keybank National Association | 0.01% | Add +1.6% | 45,340 | $3.2M |
| Tortoise Investment Management, LLC | 0.28% | No change | 44,583 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.7% | 44,489 | $3.2M |
| Roundview Capital LLC | 0.20% | Add +2.7% | 44,407 | $3.2M |
| Atlantic Private Wealth, LLC | 2.05% | Add +0.0% | 44,371 | $3.2M |
| VestGen Advisors, LLC | 0.11% | Add +97.7% | 44,360 | $3.2M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +0.6% | 44,193 | $3.2M |
| Family Wealth Partners, LLC | 1.18% | Reduce -0.8% | 44,105 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.39% | Reduce -1.9% | 43,848 | $3.1M |
| Mgo One Seven LLC | 0.07% | Add +53.2% | 43,641 | $3.1M |
| Carnegie Investment Counsel | 0.06% | Add +0.4% | 43,558 | $3.1M |
| Bank of New Hampshire | 0.71% | Reduce -3.6% | 43,203 | $3.1M |
| RFG Advisory, LLC | 0.06% | Reduce -2.8% | 43,045 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -1.7% | 42,927 | $3.1M |
| Absolute Capital Management, LLC | 1.31% | New | 42,900 | $3.1M |
| Sightline Wealth Advisors, LLC | 1.37% | Add +6.2% | 42,596 | $3.0M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -0.6% | 42,316 | $3.0M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +1.9% | 42,053 | $3.0M |
| Spire Wealth Management | 0.10% | Add +3.6% | 42,043 | $3.0M |
| Gibson Wealth Advisors LLC | 2.13% | Add +0.4% | 41,967 | $3.0M |
| Pine Ridge Advisers LLC | 0.20% | Reduce -24.3% | 41,848 | $3.0M |
| Carret Asset Management, LLC | 0.29% | Reduce -0.4% | 41,660 | $3.0M |
| Lumbard & Kellner, LLC | 1.09% | Add +8.4% | 41,610 | $3.0M |
| Gibraltar Capital Management, Inc. | 0.53% | No change | 41,485 | $3.0M |
| Financial Advisory Corp | 0.43% | Reduce -6.0% | 40,983 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Add +35.1% | 40,491 | $2.9M |
| Ironwood Financial, llc | 0.51% | Add +13.8% | 40,250 | $2.9M |
| Evergreen Wealth Management, LLC | 1.49% | Reduce -8.7% | 39,761 | $2.8M |
| Webster Bank, N. A. | 0.27% | Add +4.6% | 39,353 | $2.8M |
| Belpointe Asset Management LLC | 0.11% | Reduce -37.7% | 39,278 | $2.8M |
| DT Investment Partners, LLC | 0.24% | Reduce -93.5% | 39,267 | $2.8M |
| Patten Group, Inc. | 0.55% | Add +6.4% | 39,246 | $2.8M |
| Columbus Macro, LLC | 0.32% | Add +1.0% | 38,932 | $2.8M |
| SWP Financial LLC | 1.40% | Reduce -0.7% | 38,654 | $2.8M |
| Howard Wealth Management, LLC | 1.25% | Add +22.8% | 38,251 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +5.3% | 38,151 | $2.7M |
| Insigneo Advisory Services, LLC | 0.19% | Add +0.6% | 37,923 | $2.7M |
| Burke & Herbert Bank & Trust Co. | 0.58% | Reduce -0.3% | 37,690 | $2.7M |
| Matrix Trust Co | 0.42% | Reduce -6.3% | 37,378 | $2.7M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.5% | 37,251 | $2.7M |
| Beacon Investment Advisory Services, Inc. | 0.11% | Reduce -1.0% | 37,019 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | New | 36,851 | $2.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.31% | Reduce -0.6% | 36,596 | $2.6M |
| Apella Capital, LLC | 0.06% | Reduce -5.1% | 36,164 | $2.6M |
| Snowden Capital Advisors LLC | 0.07% | No change | 36,333 | $2.6M |
| Post Resch Tallon Group Inc. | 2.30% | Reduce -1.0% | 36,312 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.29% | Reduce -35.3% | 36,158 | $2.6M |
| Summit Trail Advisors, LLC | 0.04% | Add +1.3% | 36,067 | $2.6M |
| Red Mountain Financial, LLC | 2.61% | Add +0.1% | 36,065 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Add +5.8% | 35,340 | $2.6M |
| Raffa Wealth Management, LLC | 0.46% | Reduce -0.5% | 35,935 | $2.6M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 35,770 | $2.6M |
| Leavell Investment Management, Inc. | 0.11% | Add +0.0% | 35,598 | $2.5M |
| Compass Advisory Group LLC | 0.71% | Add +4.4% | 35,517 | $2.5M |
| First Heartland Consultants, Inc. | 0.20% | Add +9.5% | 35,355 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +0.3% | 35,192 | $2.5M |
| Cypress Point Wealth Management, LLC | 0.51% | Add +76.4% | 35,168 | $2.5M |
| Mission Wealth Management, LP | 0.05% | Reduce -0.6% | 34,973 | $2.5M |
| Falcon Wealth Planning | 0.22% | Reduce -0.9% | 34,817 | $2.5M |
| Baker Ellis Asset Management LLC | 0.30% | Reduce -1.4% | 34,626 | $2.5M |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -1.3% | 34,155 | $2.4M |
| Gilman Hill Asset Management, LLC | 0.38% | Add +6.9% | 33,920 | $2.4M |
| M Holdings Securities, Inc. | 0.51% | New | 33,883 | $2.4M |
| Myecfo, LLC | 1.10% | Add +3.7% | 33,845 | $2.4M |
| Tred Avon Family Wealth, LLC | 0.83% | — | 33,734 | $2.4M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -1.4% | 33,618 | $2.4M |
| Anderson Hoagland & Co. | 0.21% | Reduce -4.6% | 33,526 | $2.4M |
| True Link Financial Advisors, LLC | 0.15% | Add +0.6% | 33,452 | $2.4M |
| Cowa, LLC | 0.84% | Reduce -0.1% | 33,342 | $2.4M |
| Betterment LLC | 0.00% | Reduce -1.3% | 33,262 | $2.4M |
| Truepoint, Inc. | 0.05% | Reduce -3.1% | 32,824 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Add +20.8% | 32,814 | $2.3M |
| Meridian Wealth Partners, LLC | 0.32% | Reduce -9.1% | 32,677 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.24% | No change | 32,565 | $2.3M |
| Journey Advisory Group, LLC | 0.17% | Reduce -1.3% | 32,435 | $2.3M |
| Shoker Investment Counsel, Inc. | 0.68% | Add +0.1% | 32,392 | $2.3M |
| Charis Legacy Partners, LLC | 3.45% | Add +2.6% | 32,381 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.11% | No change | 32,294 | $2.3M |
| Caitlin John, LLC | 1.60% | Add +3.8% | 32,237 | $2.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.34% | Add +0.1% | 32,135 | $2.3M |
| Staley Capital Advisers Inc. | 0.09% | Add +0.3% | 32,112 | $2.3M |
| Abacus Planning Group, Inc. | 0.32% | Add +3.0% | 32,052 | $2.3M |
| IPG Investment Advisors LLC | 0.41% | New | 32,000 | $2.3M |
| MGB Wealth Management, LLC | 0.64% | Reduce -2.2% | 31,986 | $2.3M |
| Snider Financial Group | 0.62% | Reduce -5.1% | 31,885 | $2.3M |
| Kanawha Capital Management LLC | 0.16% | Reduce -0.4% | 31,815 | $2.3M |
| Composition Wealth, LLC | 0.03% | Add +10.6% | 31,772 | $2.3M |
| Grove Street Fiduciary, LLC | 1.07% | Reduce -2.0% | 31,573 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -3.1% | 31,396 | $2.2M |
| Arkadios Wealth Advisors | 0.05% | Add +8.5% | 31,383 | $2.2M |
| Grandfield & Dodd, LLC | 0.13% | No change | 31,282 | $2.2M |
| S&co Inc. | 0.14% | No change | 31,256 | $2.2M |
| Minot DeBlois Advisors LLC | 2.02% | Reduce -2.3% | 31,220 | $2.2M |
| Unconventional Investor, LLC | 1.12% | Reduce -2.5% | 31,201 | $2.2M |
| Cardiff Park Advisors, LLC | 0.17% | Add +8.1% | 31,091 | $2.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.90% | Add +0.2% | 31,024 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Add +6.0% | 30,841 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.6% | 30,439 | $2.2M |
| Miller Investment Management, LP | 0.22% | No change | 30,290 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +8.8% | 30,270 | $2.2M |
| CORDA Investment Management, LLC. | 0.15% | Add +0.3% | 30,229 | $2.2M |
| Continental Investors Services, Inc. | 3.20% | Reduce -16.1% | 29,853 | $2.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.10% | No change | 29,191 | $2.1M |
| Boltwood Capital Management | 0.55% | Reduce -2.5% | 29,179 | $2.1M |
| Boston Family Office LLC | 0.13% | Reduce -1.1% | 28,976 | $2.1M |
| Family CFO Inc | 0.95% | Reduce -4.2% | 28,834 | $2.1M |
| Partners in Financial Planning | 0.35% | Reduce -0.8% | 28,778 | $2.1M |
| Manchester Capital Management LLC | 0.28% | Reduce -0.2% | 28,390 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +27.7% | 28,338 | $2.0M |
| Allen Investment Management, LLC | 0.02% | No change | 28,293 | $2.0M |
| Hancock Whitney Corp. | 0.04% | Reduce -0.5% | 28,247 | $2.0M |
| Moulton Wealth Management, Inc. | 1.46% | Reduce -29.1% | 28,220 | $2.0M |
| Common Fund for Nonprofit Organizations | 0.17% | Add +0.5% | 28,147 | $2.0M |
| FRG Family Wealth Advisors LLC | 0.32% | Add +38.6% | 28,065 | $2.0M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 27,784 | $2.0M |
| West Bancorporation Inc. | 1.10% | Add +41.0% | 27,674 | $2.0M |
| Operose Advisors LLC | 0.49% | No change | 27,272 | $1.9M |
| AdvisorNet Financial, Inc | 0.11% | Add +16.4% | 26,608 | $1.9M |
| Cannon Advisors, Inc. | 1.27% | Add +21.1% | 25,919 | $1.9M |
| Vise Technologies, Inc. | 0.07% | Add +22.3% | 26,365 | $1.9M |
| Whitegate Investment Counselors, Inc. | 0.61% | Reduce -6.5% | 26,025 | $1.9M |
| Accredited Wealth Management, LLC | 1.38% | Reduce -97.4% | 700 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.28% | Reduce -0.1% | 25,880 | $1.8M |
| American Capital Advisory, LLC | 0.86% | Add +5.5% | 25,865 | $1.8M |
| Mengis Capital Management, Inc. | 0.36% | Add +0.1% | 25,714 | $1.8M |
| New England Private Wealth Advisors LLC | 0.24% | Add +10.7% | 25,615 | $1.8M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 25,499 | $1.8M |
| Lokken Investment Group LLC | 0.62% | Add +7.7% | 25,418 | $1.8M |
| Warner Financial, Inc. | 0.68% | Add +3.6% | 25,419 | $1.8M |
| Montecito Bank & Trust | 0.28% | — | 25,366 | $1.8M |
| Chapin Davis, Inc. | 0.44% | Add +0.4% | 25,192 | $1.8M |
| HM Payson & Co. | 0.03% | Add +2.4% | 25,065 | $1.8M |
| RS Crum Inc. | 0.40% | Reduce -0.3% | 25,005 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +72.6% | 24,885 | $1.8M |
| Sage Rhino Capital LLC | 0.34% | Add +0.3% | 24,841 | $1.8M |
| Archer Investment Corp | 0.40% | Add +0.5% | 24,747 | $1.8M |
| Cozad Asset Management Inc. | 0.14% | Add +8.6% | 24,675 | $1.8M |
| Cornerstone Advisory, LLC | 0.17% | Add +12.7% | 24,623 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.14% | Reduce -6.2% | 24,567 | $1.8M |
| Smithfield Trust Co | 0.08% | Reduce -6.4% | 24,756 | $1.8M |
| Financial Insights, Inc. | 0.58% | No change | 24,434 | $1.7M |
| Pioneer Wealth Management Group | 0.56% | Reduce -18.1% | 24,147 | $1.7M |
| Saxon Interests, Inc. | 0.67% | Add +1.5% | 24,746 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Reduce -3.5% | 23,652 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Add +8.1% | 23,307 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +1.8% | 23,210 | $1.7M |
| Northwest Wealth Management, LLC | 0.27% | Reduce -0.9% | 23,185 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +10.7% | 23,054 | $1.6M |
| Atlas Brown,Inc. | 0.48% | Add +1.0% | 22,911 | $1.6M |
| Signet Financial Management, LLC | 0.19% | Reduce -1.4% | 22,911 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -17.8% | 22,803 | $1.6M |
| Americana Partners, LLC | 0.05% | Add +21.3% | 22,765 | $1.6M |
| Plancorp, LLC | 0.05% | Add +9.0% | 22,642 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -6.5% | 22,506 | $1.6M |
| Gradient Capital Advisors, LLC | 0.43% | Add +8.5% | 22,385 | $1.6M |
| Semitam Bonam LLC | 1.43% | Add +1.4% | 22,352 | $1.6M |
| MBA Advisors LLC | 0.68% | Add +11.6% | 22,347 | $1.6M |
| WealthCollab, LLC | 0.73% | Add +0.8% | 22,282 | $1.6M |
| Milestone Asset Management Group, LLC | 0.99% | Add +4.9% | 22,057 | $1.6M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -0.5% | 22,020 | $1.6M |
| Farnam Financial LLC | 1.22% | Add +0.2% | 21,966 | $1.6M |
| Long Island Wealth Management, Inc. | 0.76% | Add +0.0% | 21,946 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +7.3% | 21,794 | $1.6M |
| First Interstate Bank | 0.08% | Add +330.2% | 21,512 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.23% | Reduce -4.3% | 21,472 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.39% | Add +0.0% | 21,417 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -3.3% | 21,406 | $1.5M |
| Midland Wealth Advisors, LLC | 0.08% | Add +1.1% | 21,402 | $1.5M |
| Phillips Wealth Planners LLC | 1.27% | Reduce -1.6% | 20,970 | $1.5M |
| Hill Island Financial LLC | 0.38% | No change | 21,394 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -3.6% | 21,340 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Reduce -4.9% | 21,314 | $1.5M |
| Shepherd Financial Partners LLC | 0.14% | No change | 21,309 | $1.5M |
| Anchor Investment Management, LLC | 0.13% | Add +5.4% | 21,243 | $1.5M |
| BOK Financial Private Wealth, Inc. | 0.10% | No change | 21,236 | $1.5M |
| Avestar Capital, LLC | 0.11% | No change | 21,211 | $1.5M |
| Lake Street Private Wealth, LLC | 0.19% | Add +11.1% | 21,077 | $1.5M |
| FF Advisors,LLC | 0.71% | No change | 20,770 | $1.5M |
| Choate Investment Advisors | 0.03% | Add +267.5% | 20,753 | $1.5M |
| Hilltop Holdings Inc. | 0.08% | Add +94.6% | 20,715 | $1.5M |
| Greenhouse Wealth Management, LLC | 0.88% | Reduce -0.4% | 20,632 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | Add +4.1% | 20,631 | $1.5M |
| GLOBALT Investments LLC / GA | 0.05% | No change | 20,610 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +98.4% | 20,535 | $1.5M |
| Harbor Investment Advisory, LLC | 0.12% | Add +1.8% | 20,463 | $1.5M |
| Appleton Partners Inc. | 0.10% | Reduce -2.5% | 20,340 | $1.5M |
| Susquehanna Advisors Group, Inc. | 0.06% | No change | 20,250 | $1.4M |
| WFA of San Diego, LLC | 0.98% | Reduce -2.8% | 20,082 | $1.4M |
| Texas Bank & Trust Co | 0.54% | Reduce -0.0% | 20,058 | $1.4M |
| Stockman Wealth Management, Inc. | 0.18% | New | 20,024 | $1.4M |
| RBF Capital, LLC | 0.07% | No change | 20,000 | $1.4M |
| Curbstone Financial Management Corp | 0.27% | Add +56.9% | 19,778 | $1.4M |
| Orcam Financial Group | 1.13% | Add +0.3% | 19,631 | $1.4M |
| Aries Wealth Management | 0.33% | Reduce -4.7% | 19,609 | $1.4M |
| Washington Capital Management, Inc. | 1.00% | Reduce -0.1% | 19,570 | $1.4M |
| Lyell Wealth Management, LP | 0.10% | No change | 19,570 | $1.4M |
| W1M Asset Management Ltd | 0.10% | Add +2.9% | 19,511 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +30.3% | 19,501 | $1.4M |
| Keystone Financial Group | 0.11% | Reduce -1.8% | 19,332 | $1.4M |
| WealthShield Partners, LLC | 0.16% | Reduce -7.8% | 19,258 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.0% | 19,247 | $1.4M |
| 1492 Capital Management LLC | 0.56% | No change | 19,212 | $1.4M |
| Ridgewood Investments LLC | 0.57% | Add +27.1% | 19,030 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Reduce -1.5% | 18,982 | $1.4M |
| National Philanthropic Trust | 0.02% | No change | 18,926 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Add +20.1% | 18,875 | $1.3M |
| City State Bank | 0.39% | Reduce -0.4% | 18,851 | $1.3M |
| SkyOak Wealth, LLC | 0.25% | Add +0.7% | 18,707 | $1.3M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -45.8% | 18,707 | $1.3M |
| Foster Dykema Cabot & Partners, LLC | 0.09% | No change | 18,690 | $1.3M |
| Strategic Advisors LLC | 0.21% | Add +216.4% | 18,584 | $1.3M |
| MontVue Capital Management, Inc. | 0.89% | No change | 18,554 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.3% | 17,998 | $1.3M |
| Novem Group | 0.15% | Add +0.5% | 18,136 | $1.3M |
| Gould Asset Management LLC | 0.24% | Reduce -4.7% | 18,085 | $1.3M |
| Asset Dedication, LLC | 0.09% | Add +15.7% | 17,857 | $1.3M |
| Midwest Trust Co | 0.02% | Add +3.1% | 17,854 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +10.1% | 17,829 | $1.3M |
| Savvy Advisors, Inc. | 0.06% | Add +12.8% | 17,649 | $1.3M |
| Norris Perne & French LLP | 0.09% | No change | 17,621 | $1.3M |
| Glen Eagle Advisors, LLC | 0.17% | Add +1.9% | 17,475 | $1.2M |
| Johnson Financial Group, Inc. | 0.05% | No change | 17,420 | $1.2M |
| Fermata Advisors, LLC | 0.32% | Add +13.6% | 17,407 | $1.2M |
| Meritage Portfolio Management | 0.08% | Reduce -0.6% | 17,392 | $1.2M |
| WealthBridge Investment Counsel Inc. | 0.38% | Add +19.0% | 17,327 | $1.2M |
| Parthenon LLC | 0.14% | Reduce -5.8% | 17,328 | $1.2M |
| Index Fund Advisors, Inc. | 0.06% | Add +0.5% | 17,087 | $1.2M |
| Gateway Wealth Partners, LLC | 0.16% | Add +29.2% | 17,059 | $1.2M |
| Boston Research & Management Inc. | 0.27% | Reduce -8.3% | 16,981 | $1.2M |
| Greenwich Wealth Management LLC | 0.06% | No change | 16,969 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -18.0% | 16,863 | $1.2M |
| Phraction Management LLC | 0.37% | No change | 16,805 | $1.2M |
| New Perspectives, Inc | 0.53% | Reduce -8.5% | 16,740 | $1.2M |
| Capital International Investors | 0.00% | Reduce -9.3% | 16,689 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +7.9% | 16,458 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.4% | 16,435 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -10.0% | 16,369 | $1.2M |
| Financial Alternatives, Inc | 0.71% | No change | 16,368 | $1.2M |
| Root Financial Partners, LLC | 0.07% | Add +67.1% | 16,361 | $1.2M |
| Ellenbecker Investment Group | 0.17% | Reduce -4.4% | 16,239 | $1.2M |
| Copperleaf Capital, LLC | 0.55% | No change | 16,205 | $1.2M |
| ProVise Management Group, LLC | 0.08% | Reduce -18.5% | 16,131 | $1.2M |
| Eastern Bank | 0.02% | New | 15,916 | $1.1M |
| Red Tortoise LLC | 0.50% | Add +0.5% | 15,817 | $1.1M |
| BWM Planning, LLC | 0.34% | Add +1.8% | 15,800 | $1.1M |
| Garde Capital, Inc. | 0.06% | Reduce -9.7% | 15,793 | $1.1M |
| James Investment Research, Inc. | 0.12% | Add +20.4% | 15,762 | $1.1M |
| New Covenant Trust Company, N.A. | 1.05% | Reduce -7.7% | 15,751 | $1.1M |
| Syverson Strege & Co | 0.27% | No change | 15,718 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.9% | 15,638 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -8.6% | 15,626 | $1.1M |
| Brewster Financial Planning LLC | 0.70% | Reduce -0.1% | 15,625 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 15,617 | $1.1M |
| Harpswell Capital Advisors, LLC | 1.06% | — | 15,604 | $1.1M |
| Vicus Capital | 0.09% | Reduce -1.6% | 15,593 | $1.1M |
| Slow Capital, Inc. | 0.13% | Add +1.7% | 15,571 | $1.1M |
| Smith & Howard Wealth Management, LLC | 0.26% | Reduce -0.7% | 15,435 | $1.1M |
| Petredis Investment Advisors LLC | 0.09% | No change | 15,400 | $1.1M |
| ArborFi Advisors, LLC | 0.89% | Reduce -6.6% | 15,399 | $1.1M |
| Allegheny Financial Group | 0.21% | Add +0.5% | 15,380 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.57% | Reduce -4.0% | 15,304 | $1.1M |
| Destiny Wealth Partners, LLC | 0.13% | No change | 15,299 | $1.1M |
| Life Planning Partners, Inc | 0.79% | Add +0.0% | 15,248 | $1.1M |
| Dentgroup LLC | 0.70% | Reduce -0.2% | 15,244 | $1.1M |
| Eclectic Associates Inc. | 0.20% | Reduce -1.9% | 15,220 | $1.1M |
| Oak Wealth Advisors LLC | 0.63% | No change | 15,203 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.0% | 15,175 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | No change | 15,172 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 0.80% | No change | 14,858 | $1.1M |
| Trevian Wealth Management LLC | 0.57% | Reduce -63.5% | 14,949 | $1.1M |
| One Degree Advisors Inc | 0.33% | Reduce -1.2% | 14,902 | $1.1M |
| Procyon Advisors, LLC | 0.06% | Add +0.8% | 14,777 | $1.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Reduce -3.0% | 14,714 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.4% | 14,583 | $1.0M |
| OneAscent Financial Services LLC | 0.07% | Reduce -18.8% | 14,494 | $1.0M |
| Rik Saylor Financial, Inc. | 0.76% | Add +0.0% | 14,485 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.7% | 14,440 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +2.6% | 14,369 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -9.7% | 14,325 | $1.0M |
| Wealth Architects, LLC | 0.10% | No change | 14,303 | $1.0M |
| Advus Financial Partners, LLC | 0.24% | Add +13.5% | 14,284 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +129.4% | 14,261 | $1.0M |
| Private Wealth Asset Management, LLC | 0.12% | Reduce -0.6% | 14,255 | $1.0M |
| Mayport, LLC | 0.22% | Add +0.7% | 14,225 | $1.0M |
| Rathbones Group PLC | 0.00% | Reduce -5.3% | 14,191 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.32% | Add +24.6% | 14,172 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Add +3.5% | 14,171 | $1.0M |
| Davis Capital Management | 0.70% | — | 14,083 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.0% | 14,052 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -34.6% | 14,038 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 14,020 | $1.0M |
| Retirement Income Solutions, Inc. | 0.17% | Add +3.7% | 13,930 | $994K |
| HUB Investment Partners, LLC | 0.04% | Add +23.9% | 13,928 | $994K |
| USA Financial Formulas | 0.17% | Add +514.9% | 13,909 | $993K |
| Manske Wealth Management | 0.30% | No change | 13,849 | $988K |
| Chemistry Wealth Management LLC | 0.19% | No change | 13,848 | $988K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.2% | 13,782 | $984K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -2.2% | 13,599 | $971K |
| Skyline Advisors, Inc. | 0.33% | Add +2.0% | 13,408 | $957K |
| Summit Financial Strategies, Inc. | 0.08% | Reduce -1.1% | 13,334 | $952K |
| Noble Family Wealth, LLC | 0.21% | Reduce -0.1% | 13,327 | $951K |
| Insight Advisors, LLC/ PA | 0.14% | Reduce -0.0% | 13,110 | $936K |
| Kendall Capital Management | 0.21% | New | 12,994 | $927K |
| Bill Few Associates, Inc. | 0.24% | Add +18.4% | 12,952 | $924K |
| Argent Trust Co | 0.03% | Add +1.2% | 12,788 | $913K |
| Probity Advisors, Inc. | 0.15% | Reduce -0.5% | 12,711 | $907K |
| Zhang Financial LLC | 0.04% | Reduce -2.6% | 12,688 | $906K |
| Sepio Capital, LP | 0.05% | Add +3.5% | 12,578 | $898K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -0.2% | 12,586 | $895K |
| Harrell Investment Partners, LLC | 0.21% | Reduce -1.3% | 12,542 | $895K |
| Richard C. Young & CO., LTD. | 0.08% | Reduce -5.6% | 12,534 | $895K |
| Traveka Wealth, LLC | 0.40% | Reduce -6.3% | 12,465 | $890K |
| Glaxis Capital Management, LLC | 1.48% | Add +39.4% | 6,239 | $889K |
| Lazard Asset Management LLC | 0.00% | Reduce -3.2% | 15,790 | $886K |
| McClarren Financial Advisors, Inc. | 0.53% | Reduce -3.4% | 11,844 | $875K |
| GTS Securities LLC | 0.03% | Reduce -4.3% | 12,148 | $867K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -0.4% | 12,031 | $859K |
| Factory Mutual Insurance Co. | 0.01% | No change | 12,000 | $856K |
| Rebalance, LLC | 0.05% | Reduce -2.0% | 11,954 | $853K |
| Farrell Financial LLC | 0.53% | Reduce -1.1% | 11,939 | $852K |
| Busey Bank | 0.02% | No change | 11,897 | $849K |
| IFG Advisory, LLC | 0.04% | Add +1.3% | 11,841 | $845K |
| Edge Financial Advisors LLC | 0.38% | Add +0.1% | 11,821 | $844K |
| Forza Wealth Management, LLC | 0.32% | No change | 11,820 | $844K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +58.7% | 11,810 | $843K |
| Bay Capital Advisors, LLC | 0.55% | Add +0.1% | 11,736 | $838K |
| Westfuller Advisors, LLC | 0.38% | Reduce -18.6% | 11,627 | $830K |
| Cannell & Spears LLC | 0.02% | No change | 11,397 | $813K |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.7% | 11,377 | $812K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 11,595 | $804K |
| First National Bank of Omaha | 0.05% | No change | 11,250 | $803K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.5% | 11,223 | $801K |
| Barclays PLC | 0.00% | No change | 11,135 | $795K |
| Trace Wealth Advisors, LLC | 0.59% | No change | 11,114 | $793K |
| Galvin, Gaustad & Stein, LLC | 0.07% | No change | 11,098 | $792K |
| Capital City Trust Co. | 0.19% | Reduce -4.1% | 11,013 | $786K |
| Barnes Pettey Financial Advisors, LLC | 0.43% | Add +7.6% | 10,966 | $783K |
| Nicolet Bankshares Inc. | 0.13% | Add +12.1% | 10,901 | $778K |
| Stonebridge Financial Group, LLC | 0.07% | No change | 10,897 | $778K |
| Prosperity Consulting Group, LLC | 0.04% | Add +174.1% | 10,895 | $778K |
| Sentry LLC | 0.19% | No change | 10,870 | $776K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +5.8% | 10,757 | $768K |
| PCG Asset Management, LLC | 0.62% | Reduce -5.6% | 10,736 | $766K |
| IHT Wealth Management, LLC | 0.02% | Add +0.6% | 10,655 | $760K |
| First Trust Advisors LP | 0.00% | Add +109.7% | 10,651 | $760K |
| Calamos Wealth Management LLC | 0.03% | New | 10,640 | $759K |
| OMNI 360 Wealth, Inc. | 0.42% | Reduce -1.3% | 10,622 | $758K |
| Journey Strategic Wealth LLC | 0.02% | New | 10,617 | $758K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 10,523 | $751K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -3.7% | 10,495 | $749K |
| RTD Financial Advisors, Inc. | 0.09% | Reduce -0.3% | 10,483 | $748K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.8% | 10,478 | $748K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.2% | 10,361 | $739K |
| Bridgewater Advisors Inc. | 0.05% | Add +23.9% | 10,223 | $738K |
| GSG Advisors LLC | 0.19% | Add +0.4% | 10,229 | $736K |
| Bull Street Advisors, LLC | 0.34% | Add +56.8% | 10,259 | $732K |
| Private Capital Management, LLC | 0.07% | Add +0.4% | 10,247 | $731K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.5% | 10,234 | $730K |
| Grey Fox Wealth Advisors, LLC | 0.15% | Reduce -0.7% | 10,177 | $726K |
| Summit Global Investments | 0.04% | New | 10,177 | $726K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +0.1% | 10,155 | $725K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 10,137 | $723K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 10,111 | $722K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,088 | $720K |
| Bokf, NA | 0.01% | Add +103.6% | 10,080 | $719K |
| Financial Advocates Investment Management | 0.40% | Reduce -34.9% | 10,030 | $716K |
| Sierra Capital LLC | 0.08% | Add +0.5% | 10,024 | $715K |
| Cassia Capital Partners, LLC | 0.39% | New | 9,888 | $706K |
| Wealth Dimensions Group, Ltd. | 0.14% | Reduce -0.3% | 9,754 | $696K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,570 | $696K |
| Fisher Asset Management | 0.00% | Reduce -0.6% | 9,742 | $695K |
| Kovack Advisors, Inc. | 0.07% | Add +0.0% | 9,702 | $692K |
| Investment Research & Advisory Group, Inc. | 0.23% | Add +0.5% | 9,330 | $692K |
| Causeway Capital Management LLC | 0.01% | Add +8.2% | 9,660 | $689K |
| Opulen Financial Group LLC | 0.52% | Add +0.8% | 9,651 | $689K |
| Bridge Creek Capital Management LLC | 0.19% | Add +153.4% | 9,630 | $687K |
| Scotia Capital Inc. | 0.00% | Add +56.4% | 9,597 | $685K |
| Tactive Advisors, LLC | 0.19% | Add +53.2% | 9,587 | $684K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.6% | 9,553 | $682K |
| Collective Family Office LLC | 0.16% | Add +3.2% | 9,510 | $679K |
| GeoWealth Management, LLC | 0.02% | Reduce -6.8% | 9,456 | $675K |
| Parker Financial LLC | 0.28% | Reduce -3.1% | 9,442 | $674K |
| Clarendon Private LLC | 0.61% | No change | 9,380 | $669K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +11.7% | 9,346 | $667K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -6.1% | 9,338 | $666K |
| Roberts Glore & Co. Inc. | 0.18% | No change | 9,332 | $666K |
| Kwmg, LLC | 0.06% | Reduce -1.7% | 9,297 | $664K |
| LMG Wealth Partners, LLC | 0.12% | Add +44.0% | 9,290 | $663K |
| Evoke Wealth, LLC | 0.01% | No change | 9,230 | $659K |
| Sierra Summit Advisors LLC | 0.10% | Reduce -2.0% | 9,222 | $658K |
| Anson Capital, Inc. | 0.49% | Add +3.4% | 9,216 | $658K |
| Valued Retirements, Inc. | 0.74% | No change | 9,719 | $653K |
| Sageworth Trust Co | 0.03% | New | 9,151 | $653K |
| Eagle Harbor Asset Management Inc. | 0.57% | Add +10.1% | 10,888 | $652K |
| Soltis Investment Advisors LLC | 0.04% | Add +4.2% | 9,083 | $648K |
| Berman McAleer LLC | 0.09% | — | 9,035 | $645K |
| Charles Schwab Trust Co | 0.04% | No change | 9,000 | $642K |
| Western Wealth Management, LLC | 0.03% | Reduce -10.2% | 8,927 | $637K |
| Focused Wealth Management, Inc | 0.07% | New | 8,911 | $636K |
| Csenge Advisory Group | 0.03% | Reduce -9.3% | 8,843 | $631K |
| Kagan Cocozza Asset Management | 0.47% | Reduce -31.0% | 8,790 | $627K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +0.7% | 8,642 | $627K |
| Nvwm, LLC | 0.14% | Add +6.8% | 8,777 | $626K |
| EagleClaw Capital Managment, LLC | 0.09% | No change | 8,700 | $621K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -3.9% | 8,689 | $620K |
| Davidson Kahn Capital Management, LLC | 0.34% | No change | 8,667 | $619K |
| Hall Laurie J Trustee | 0.20% | No change | 8,652 | $617K |
| Christensen, King & Associates Investment Services, Inc. | 0.26% | Add +1.4% | 8,637 | $616K |
| Canal Capital Management, LLC | 0.09% | Reduce -1.8% | 8,599 | $614K |
| Nia Impact Advisors, LLC | 0.20% | No change | 8,528 | $609K |
| Robinswood Financial LLC | 0.20% | Add +0.1% | 8,526 | $609K |
| Smallwood Wealth Investment Management, LLC | 0.31% | No change | 8,508 | $607K |
| Fifth Third Securities, Inc. | 0.04% | No change | 8,497 | $606K |
| Ancora Advisors LLC | 0.01% | Reduce -0.4% | 8,495 | $606K |
| Occidental Asset Management, LLC | 0.08% | Add +71.2% | 8,459 | $604K |
| Compound Planning, Inc. | 0.02% | Add +0.7% | 8,372 | $598K |
| Argyle Capital Partners, LLC | 0.43% | Add +2.2% | 8,348 | $596K |
| HORAN Wealth, LLC | 0.09% | New | 8,325 | $594K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -15.8% | 8,275 | $591K |
| Libra Wealth LLC | 0.18% | No change | 8,271 | $590K |
| Carrera Capital Advisors | 0.11% | Add +28.3% | 8,262 | $590K |
| SMI Advisory Services, LLC | 0.11% | Reduce -0.9% | 8,097 | $588K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 8,228 | $587K |
| Innova Wealth Partners | 0.32% | No change | 8,223 | $587K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.5% | 8,203 | $585K |
| Sowell Financial Services LLC | 0.02% | Reduce -1.9% | 8,196 | $585K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -0.2% | 8,179 | $584K |
| Lakewood Asset Management LLC | 0.35% | Reduce -0.0% | 8,163 | $583K |
| RVW Wealth, LLC | 0.05% | Reduce -1.5% | 8,156 | $582K |
| LMCG Investments, LLC | 0.03% | No change | 8,128 | $580K |
| Murphy Pohlad Asset Management LLC | 0.23% | Add +10.6% | 8,116 | $579K |
| YHB Investment Advisors, Inc. | 0.04% | Add +0.0% | 8,110 | $579K |
| Gleason Group, Inc. | 0.06% | Add +0.5% | 8,031 | $573K |
| Florida Trust Wealth Management Co | 0.02% | Add +14.0% | 8,020 | $572K |
| KDT Advisors, LLC | 0.84% | Reduce -0.7% | 8,000 | $571K |
| Waddell & Associates, LLC | 0.05% | No change | 7,990 | $570K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.5% | 7,980 | $570K |
| Cape Ann Savings Bank | 0.30% | New | 7,975 | $569K |
| TBH Global Asset Management, LLC | 0.11% | New | 7,929 | $566K |
| Plum Street Advisors, LLC | 0.22% | Add +0.5% | 7,926 | $566K |
| LifePlan Financial, LLC | 0.45% | Reduce -7.0% | 7,897 | $564K |
| Seven Springs Wealth Group, LLC | 0.14% | No change | 7,850 | $560K |
| Waterloo Capital, L.P. | 0.04% | New | 7,818 | $558K |
| AIMZ Investment Advisors, LLC | 0.17% | Reduce -12.2% | 7,803 | $557K |
| Forum Financial Management, LP | 0.01% | Reduce -0.5% | 7,798 | $557K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,775 | $555K |
| CVA Family Office, LLC | 0.07% | Add +0.5% | 7,744 | $553K |
| Ryan Investment Management, Inc. | 0.31% | Reduce -2.7% | 7,734 | $552K |
| Blue Barn Wealth, LLC | 0.24% | Reduce -0.3% | 7,727 | $551K |
| Westmount Partners, LLC | 0.14% | Reduce -2.1% | 7,662 | $551K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.0% | 7,724 | $551K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 7,712 | $550K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Reduce -0.1% | 7,671 | $548K |
| Ashton Thomas Securities, LLC | 0.08% | Reduce -20.4% | 7,657 | $546K |
| Realta Investment Advisors | 0.18% | Add +0.7% | 7,653 | $546K |
| Cascade Investment Group, Inc. | 0.36% | No change | 7,651 | $546K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.0% | 7,641 | $545K |
| Detalus Advisors, LLC | 0.14% | Add +0.9% | 7,637 | $545K |
| Retirement Planning Group, LLC | 0.02% | Add +1.1% | 7,613 | $543K |
| Madison Wealth Partners, Inc | 0.11% | Add +0.0% | 7,594 | $542K |
| Passive Capital Management, LLC. | 0.18% | No change | 7,587 | $541K |
| Pine Haven Investment Counsel, Inc | 0.39% | Add +0.9% | 7,533 | $538K |
| NCP Inc. | 0.40% | Add +62.8% | 7,517 | $536K |
| First National Corp. /Ma/ | 0.10% | Reduce -1.6% | 7,456 | $536K |
| Keebeck Wealth Management | 0.06% | Add +0.4% | 7,486 | $534K |
| Old National Bancorp | 0.01% | No change | 7,477 | $534K |
| Grove Bank & Trust | 0.06% | No change | 7,469 | $533K |
| Austin Private Wealth, LLC | 0.04% | No change | 7,465 | $533K |
| 10Elms LLP | 0.55% | Add +14.4% | 7,438 | $531K |
| Capital Wealth Alliance, LLC | 0.26% | Reduce -55.4% | 7,429 | $530K |
| Armbruster Capital Management, Inc. | 0.09% | Reduce -2.9% | 7,426 | $530K |
| Single Point Partners, LLC | 0.11% | Add +0.1% | 7,425 | $530K |
| Krilogy Financial LLC | 0.02% | New | 7,316 | $530K |
| Fairway Wealth LLC | 0.15% | Add +0.3% | 7,401 | $528K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 7,399 | $528K |
| Boston Trust Walden Corp | 0.00% | No change | 7,391 | $527K |
| Ellis Investment Partners, LLC | 0.10% | Add +2.6% | 7,369 | $526K |
| Compass Financial Group, INC | 0.08% | Reduce -4.3% | 7,366 | $526K |
| Oak Family Advisors, LLC | 0.17% | Add +0.0% | 7,324 | $523K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +25.5% | 7,323 | $523K |
| GAMMA Investing LLC | 0.03% | Add +7.4% | 7,262 | $518K |
| Capstone Wealth Management Group, LLC | 0.22% | Reduce -2.9% | 7,260 | $518K |
| Aspire Capital Advisors LLC | 0.13% | Add +4.8% | 7,240 | $517K |
| Solstein Capital, LLC | 0.23% | Add +211.0% | 7,163 | $511K |
| Northern Capital Management, Inc. | 0.28% | No change | 7,148 | $510K |
| Mondrian Investment Partners LTD | 0.01% | — | 7,140 | $510K |
| Sandy Cove Advisors, LLC | 0.16% | Add +11.5% | 7,096 | $506K |
| Mitchell Sinkler & Starr | 0.23% | Reduce -2.7% | 7,094 | $506K |
| Cornerstone Financial Group, LLC | 0.39% | Reduce -3.8% | 7,088 | $506K |
| Topel & Distasi Wealth Management, LLC | 0.25% | No change | 7,046 | $503K |
| Silver Oak Advisory Group, Inc. | 0.23% | Reduce -1.7% | 7,044 | $502K |
| CRA Financial Services, LLC | 0.07% | No change | 6,973 | $498K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +41.2% | 6,955 | $496K |
| Mathes Company, Inc. | 0.18% | No change | 6,950 | $496K |
| Wimmer Associates 1, LLC | 0.24% | Add +0.4% | 6,897 | $492K |
| World Investment Advisors | 0.01% | Add +39.5% | 6,878 | $491K |
| Townsquare Capital LLC | 0.07% | Reduce -7.6% | 6,864 | $490K |
| ZynergyRetirementPlanningLLC | 0.31% | No change | 6,854 | $489K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 6,822 | $487K |
| Pillar Financial Advisors, LLC | 0.30% | No change | 6,802 | $485K |
| Angeles Wealth Management, LLC | 0.03% | No change | 6,777 | $484K |
| Duncker Streett & Co. Inc. | 0.08% | Add +0.3% | 6,746 | $481K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.0% | 6,702 | $478K |
| Smith, Moore & Co. | 0.04% | Add +3.4% | 6,693 | $478K |
| Northeast Planning Associates, Inc. / NH / | 0.40% | No change | 6,685 | $477K |
| Pittenger & Anderson Inc. | 0.02% | No change | 6,600 | $471K |
| Worth Asset Management, LLC | 0.21% | Reduce -4.5% | 6,594 | $471K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,592 | $470K |
| Clarity Capital Advisors, LLC | 0.26% | Add +0.4% | 6,563 | $468K |
| Bradley & Co. Private Wealth Management, LLC | 0.26% | Reduce -3.0% | 6,563 | $468K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -44.6% | 6,557 | $468K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 6,527 | $466K |
| NorthLanding Financial Partners, LLC | 0.39% | No change | 6,520 | $465K |
| R. W. Roge & Company, Inc. | 0.24% | New | 6,520 | $465K |
| Argent Advisors, Inc. | 0.14% | No change | 6,500 | $464K |
| Swan Global Investments, LLC | 0.02% | Add +15.3% | 6,485 | $463K |
| Wincap Financial LLC | 0.32% | Add +15.5% | 6,437 | $459K |
| Proficio Capital Partners LLC | 0.03% | No change | 6,400 | $457K |
| Balboa Wealth Partners | 0.08% | Add +4.5% | 6,388 | $456K |
| Whalerock Point Partners, LLC | 0.09% | No change | 6,375 | $455K |
| FineMark National Bank & Trust | 0.01% | Reduce -4.1% | 6,369 | $455K |
| Ameritas Advisory Services, LLC | 0.03% | Add +40.1% | 6,365 | $454K |
| Hamilton Wealth, LLC | 0.09% | Add +74.0% | 6,329 | $452K |
| MB Generational Wealth, LLC | 0.29% | — | 6,307 | $450K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +4.4% | 6,306 | $450K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +0.1% | 6,299 | $450K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.3% | 6,216 | $444K |
| Moneco Advisors, LLC | 0.04% | Add +0.4% | 6,207 | $443K |
| HTG Investment Advisors, Inc. | 0.15% | No change | 6,153 | $439K |
| Lantern Wealth Advisors, LLC | 0.23% | Add +0.0% | 6,151 | $439K |
| C M Bidwell & Associates Ltd. | 0.21% | New | 6,145 | $439K |
| Stordahl Capital Management, Inc. | 0.09% | Add +7.7% | 6,122 | $437K |
| Claro Advisors Inc. | 0.06% | Reduce -3.8% | 6,077 | $434K |
| GWN Securities Inc. | 0.10% | Reduce -66.1% | 6,063 | $434K |
| Barnes Wealth Management Group, Inc | 0.24% | Reduce -1.6% | 6,060 | $432K |
| Portland Financial Advisors Inc | 0.91% | No change | 5,963 | $426K |
| Pathway Financial Advisors LLC | 0.06% | Add +16.8% | 5,929 | $423K |
| Headinvest, LLC | 0.09% | Add +12.9% | 5,895 | $421K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 5,891 | $420K |
| Stuart Investment Advisors, Inc. | 0.39% | Add +0.5% | 5,860 | $418K |
| Roman Butler Fullerton & Co. | 0.11% | No change | 5,700 | $418K |
| McLean Asset Management Corp | 0.09% | No change | 5,730 | $417K |
| Tilia Fiduciary Partners, Inc. | 0.24% | New | 5,830 | $416K |
| Discipline Wealth Solutions, LLC | 0.11% | Add +92.4% | 5,826 | $416K |
| Trilogy Capital Inc. | 0.02% | No change | 5,817 | $415K |
| Capital Asset Advisory Services LLC | 0.02% | New | 5,816 | $415K |
| Cherrydale Wealth Management, LLC | 0.13% | Add +0.5% | 5,772 | $412K |
| Pine Harbor Wealth Management, LLC | 0.13% | Add +0.5% | 5,729 | $409K |
| Bristlecone Advisors, LLC | 0.03% | No change | 5,707 | $407K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 5,706 | $407K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.4% | 5,702 | $407K |
| Ehrenkranz Partners L.P. | 0.36% | — | 5,682 | $405K |
| TD Capital Management LLC | 0.04% | Add +0.3% | 5,677 | $405K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -15.9% | 5,566 | $402K |
| Pallas Capital Advisors LLC | 0.01% | No change | 5,595 | $399K |
| Vance Wealth, LLC | 0.12% | Reduce -6.7% | 5,578 | $398K |
| Grant Street Asset Management, Inc. | 0.08% | Add +0.2% | 5,575 | $398K |
| Purkiss Capital Advisors LLC | 0.19% | New | 5,550 | $396K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,535 | $395K |
| Sapient Capital LLC | 0.01% | Reduce -92.6% | 5,553 | $395K |
| Elm Partners Management LLC | 0.02% | New | 5,526 | $394K |
| Petix & Botte Co | 0.09% | Reduce -10.2% | 5,514 | $394K |
| HBK Sorce Advisory LLC | 0.01% | Add +23.4% | 5,450 | $392K |
| Vantage Investment Partners, LLC | 0.03% | No change | 5,493 | $392K |
| Waller Financial Planning Group, Inc. | 0.09% | Add +0.8% | 5,484 | $391K |
| Caldwell Trust Co | 0.04% | Reduce -5.2% | 5,466 | $390K |
| Lazari Capital Management, Inc. | 0.13% | Add +0.0% | 5,463 | $390K |
| Southland Equity Partners LLC | 0.08% | Reduce -3.9% | 5,391 | $385K |
| Carmel Capital Partners, LLC | 0.16% | No change | 5,390 | $385K |
| Acropolis Investment Management, LLC | 0.02% | Add +27.4% | 5,715 | $384K |
| ESL Trust Services, LLC | 0.07% | Add +21.7% | 5,349 | $382K |
| Smith Salley Wealth Management | 0.02% | No change | 5,347 | $382K |
| Courage Miller Partners, LLC | 0.11% | Reduce -23.9% | 5,344 | $381K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 5,300 | $378K |
| Riverbend Wealth Management, LLC | 0.26% | Add +4.4% | 5,283 | $377K |
| Manuka Financial, LLC | 0.23% | Add +0.2% | 5,276 | $377K |
| Solidarity Wealth, LLC | 0.08% | No change | 5,223 | $373K |
| SWAN Capital LLC | 0.15% | Add +0.1% | 5,220 | $373K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 5,201 | $371K |
| Barometer Capital Management Inc. | 0.08% | Reduce -10.3% | 5,200 | $371K |
| Capstone Financial Advisors, Inc. | 0.02% | No change | 5,177 | $370K |
| NBT Bank, N.A. | 0.02% | Reduce -71.9% | 2,101 | $368K |
| Old Mission Investment Co LLC | 0.09% | No change | 5,155 | $368K |
| Vision Capital Management, Inc. | 0.04% | No change | 5,105 | $364K |
| Adirondack Trust Co. | 0.12% | New | 5,105 | $364K |
| Cambria Investment Management, L.P. | 0.02% | Add +1.4% | 5,096 | $364K |
| Empowered Funds, LLC | 0.00% | Add +1.4% | 5,096 | $364K |
| Gilbert & Cook, Inc. | 0.05% | Reduce -7.0% | 5,095 | $364K |
| Syon Capital LLC | 0.02% | No change | 5,050 | $360K |
| Fonville Wealth Management LLC | 0.08% | Reduce -0.8% | 5,029 | $359K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -12.8% | 5,000 | $357K |
| Debussy Capital Management LP | 0.05% | Add +0.1% | 4,973 | $355K |
| Colonial Trust Advisors | 0.03% | No change | 4,966 | $354K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -0.6% | 4,944 | $353K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +0.5% | 4,879 | $352K |
| Strategic Financial Partners, Ltd. | 0.16% | Reduce -3.9% | 4,916 | $351K |
| Hanover Advisors Inc. | 0.14% | Add +0.6% | 4,912 | $351K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +0.3% | 4,909 | $350K |
| Texas Yale Capital Corp. | 0.01% | Reduce -0.4% | 4,907 | $350K |
| S.A. Mason LLC | 0.15% | No change | 4,866 | $347K |
| Shayne & Jacobs, LLC | 0.11% | No change | 4,860 | $347K |
| Security National Bank | 0.05% | New | 4,846 | $346K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.3% | 4,837 | $345K |
| Elmwood Wealth Management, Inc. | 0.12% | Reduce -0.5% | 4,835 | $345K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +9.3% | 4,831 | $345K |
| Red Door Wealth Management, LLC | 0.04% | No change | 4,781 | $341K |
| Truefg, LLC | 0.09% | Reduce -0.9% | 4,780 | $341K |
| Stone Summit Wealth LLC | 0.10% | No change | 4,755 | $339K |
| Ssa Swiss Advisors AG | 0.16% | No change | 4,760 | $339K |
| Prostatis Group LLC | 0.08% | Add +6.9% | 4,708 | $336K |
| MJP Associates Inc. | 0.04% | Add +9.1% | 4,702 | $336K |
| Brookwood Investment Group LLC | 0.04% | Reduce -65.3% | 4,657 | $332K |
| Guidance Capital, Inc. | 0.09% | Add +0.0% | 4,540 | $331K |
| WNY Asset Management, LLC | 0.03% | Add +0.1% | 4,643 | $331K |
| Parkside Financial Bank & Trust | 0.03% | Add +39.6% | 4,628 | $330K |
| First Merchants Corp. | 0.01% | Add +10.4% | 4,623 | $330K |
| Brightwater Advisory LLC | 0.23% | No change | 4,612 | $329K |
| Hedges Asset Management LLC | 0.25% | No change | 4,600 | $328K |
| Virtue Capital Management, LLC | 0.05% | Reduce -82.7% | 3,067 | $327K |
| Investment Advisory Group, LLC | 0.09% | Reduce -5.0% | 4,564 | $326K |
| Retirement Planning Group, LLC / NY | 0.24% | Add +0.5% | 4,538 | $324K |
| World Equity Group, Inc. | 0.07% | No change | 4,528 | $323K |
| Basepoint Wealth LLC | 0.23% | Add +0.3% | 4,521 | $323K |
| Schiavi & Co LLC | 0.11% | No change | 4,519 | $323K |
| LWM Advisors Inc. | 0.29% | Reduce -0.1% | 4,517 | $322K |
| MFA Wealth Services | 0.22% | Add +3.3% | 4,515 | $322K |
| Stephenson & Company, Inc. | 0.18% | No change | 4,507 | $322K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.1% | 4,497 | $321K |
| Planned Solutions, Inc. | 0.11% | No change | 4,492 | $321K |
| Baxter Bros Inc. | 0.04% | Reduce -1.5% | 4,478 | $320K |
| Symmetry Partners, LLC | 0.03% | Add +5.8% | 4,461 | $318K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 4,451 | $318K |
| BKM Wealth Management, LLC | 0.12% | Reduce -24.4% | 4,447 | $317K |
| Equitable Trust Co. | 0.01% | Add +39.6% | 4,418 | $315K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 4,403 | $314K |
| Hirtle & Co., LLC | 0.01% | No change | 4,371 | $312K |
| American Financial & Tax Strategies Inc. | 0.16% | Reduce -3.6% | 4,368 | $312K |
| FSM Wealth Advisors, LLC | 0.04% | Add +0.1% | 4,349 | $310K |
| Elser Financial Planning, Inc | 0.37% | Reduce -28.7% | 4,302 | $310K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 4,347 | $310K |
| Private Trust Co. NA | 0.03% | Add +4.9% | 4,346 | $310K |
| Joule Financial, LLC | 0.09% | New | 4,335 | $309K |
| Navellier & Associates Inc. | 0.03% | New | 4,333 | $309K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.2% | 4,316 | $308K |
| Pavion Blue Capital, LLC | 0.13% | No change | 4,306 | $307K |
| SVB Wealth LLC | 0.02% | Reduce -30.5% | 4,291 | $306K |
| Eagle Global Advisors LLC | 0.01% | Add +6.3% | 4,225 | $302K |
| Fusion Capital, LLC | 0.09% | Add +0.1% | 4,135 | $300K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 4,190 | $299K |
| BCS Wealth Management | 0.07% | No change | 4,187 | $299K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,383 | $298K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 4,179 | $298K |
| Leo Wealth, LLC | 0.04% | No change | 4,171 | $298K |
| Wealth Alliance, LLC | 0.03% | New | 4,170 | $298K |
| RDA Financial Network | 0.07% | Reduce -13.1% | 4,157 | $297K |
| 4WEALTH Advisors, Inc. | 0.27% | Add +37.1% | 4,154 | $296K |
| AE Wealth Management LLC | 0.00% | Reduce -5.6% | 4,145 | $296K |
| Oarsman Capital, Inc. | 0.04% | Add +6.6% | 4,132 | $295K |
| Edgestream Partners, L.P. | 0.01% | New | 4,110 | $293K |
| Two Sigma Securities, LLC | 0.04% | Reduce -36.1% | 4,090 | $292K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,082 | $291K |
| Sterling Group Wealth Management, LLC | 0.14% | Reduce -3.9% | 4,067 | $290K |
| Paragon Advisors, LLC | 0.07% | Add +1.2% | 4,064 | $290K |
| Successful Portfolios LLC | 0.17% | Add +8.1% | 4,034 | $288K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 3,971 | $287K |
| Promethium Advisors,llc | 0.16% | No change | 4,021 | $287K |
| CX Institutional | 0.01% | Add +6.5% | 4,007 | $286K |
| GoalFusion Wealth Management, LLC | 0.14% | New | 4,000 | $285K |
| Clarius Group, LLC | 0.02% | No change | 4,000 | $285K |
| TFB Advisors LLC | 0.08% | Reduce -16.8% | 3,997 | $285K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 3,978 | $283K |
| First Bank & Trust | 0.05% | No change | 3,950 | $282K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 3,946 | $282K |
| Westbourne Investments, Inc. | 0.13% | New | 3,875 | $282K |
| Tradition Wealth Management, LLC | 0.02% | Add +16.8% | 3,938 | $281K |
| TFO Wealth Partners, LLC | 0.05% | Add +2.2% | 3,930 | $280K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.28% | New | 3,918 | $280K |
| Sollinda Capital Management LLC | 0.08% | Reduce -78.4% | 3,903 | $279K |
| Butensky & Cohen Financial Security, Inc. | 0.08% | Reduce -1.3% | 3,887 | $277K |
| Kelman-Lazarov, Inc. | 0.04% | New | 3,883 | $277K |
| Strategic Financial Services, Inc. | 0.01% | Reduce -9.9% | 3,873 | $276K |
| LexAurum Advisors, LLC | 0.04% | Add +0.1% | 3,850 | $275K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 3,826 | $273K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -4.1% | 3,821 | $273K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,810 | $272K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -14.8% | 3,805 | $272K |
| Sageworth Trust Co of South Dakota | 0.26% | No change | 3,801 | $271K |
| Meridian Financial Partners LLC | 0.11% | New | 3,708 | $269K |
| Thornburg Investment Management Inc. | 0.00% | Add +2.0% | 3,751 | $268K |
| Trivium Point Advisory, LLC | 0.03% | Add +0.7% | 3,729 | $266K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 3,725 | $266K |
| Towneley Capital Management, Inc / DE | 0.06% | Reduce -0.7% | 3,711 | $265K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -0.5% | 3,710 | $265K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +5.0% | 3,675 | $262K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.5% | 3,672 | $262K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 3,657 | $261K |
| Zacks Investment Management | 0.00% | New | 3,645 | $260K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 3,626 | $259K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +0.3% | 3,625 | $259K |
| Gries Financial LLC | 0.04% | Add +11.6% | 3,615 | $258K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,611 | $258K |
| Arete Wealth Advisors, LLC | 0.02% | Add +1.0% | 3,597 | $257K |
| Nalls Sherbakoff Group, LLC | 0.17% | No change | 3,588 | $256K |
| Coordinated Financial Services, Inc. | 0.17% | Add +1.5% | 3,576 | $255K |
| TLWM | 0.05% | New | 3,554 | $254K |
| Quarry Hill Advisors, LLC | 0.13% | Reduce -3.9% | 3,542 | $253K |
| Colton Groome Financial Advisors, LLC | 0.08% | No change | 3,535 | $252K |
| Hobbs Group Advisors, LLC | 0.08% | Add +7.3% | 3,510 | $250K |
| HF Advisory Group, LLC | 0.09% | Add +0.4% | 3,509 | $250K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 3,507 | $250K |
| TCTC Holdings, LLC | 0.01% | No change | 3,506 | $250K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | Add +0.0% | 3,505 | $250K |
| Interchange Capital Partners, LLC | 0.05% | No change | 3,500 | $250K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,485 | $249K |
| Capital Planning Advisors, LLC | 0.03% | No change | 3,440 | $246K |
| Independence Bank of Kentucky | 0.03% | Add +17.0% | 3,439 | $245K |
| Thrive Capital Management, LLC | 0.06% | Add +0.4% | 3,412 | $243K |
| LPWM LLC | 0.06% | Add +3.3% | 3,410 | $243K |
| Altiora Financial Group, LLC | 0.04% | No change | 3,410 | $243K |
| Petra Financial Advisors Inc. | 0.14% | Add +0.1% | 3,393 | $242K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -0.1% | 3,392 | $242K |
| Optivise Advisory Services LLC | 0.14% | No change | 3,371 | $241K |
| CNB Bank | 0.10% | No change | 3,370 | $241K |
| SpringVest Wealth Management LLC | 0.18% | No change | 3,369 | $240K |
| Tacita Capital Inc | 0.15% | No change | 3,365 | $240K |
| Dominguez Wealth Management Solutions, Inc. | 0.15% | Add +0.3% | 3,361 | $240K |
| MAS Advisors LLC | 0.38% | Add +1.9% | 3,358 | $240K |
| Gradient Investments LLC | 0.00% | No change | 3,353 | $239K |
| Charter Research & Investment Group, Inc. | 0.17% | No change | 3,350 | $239K |
| Alpha Financial Advisors, LLC | 0.08% | Add +0.5% | 3,349 | $239K |
| CSM Advisors, LLC | 0.01% | No change | 3,350 | $239K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -13.0% | 3,349 | $239K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,296 | $235K |
| Certified Advisory Corp | 0.02% | New | 3,296 | $235K |
| Pacific Sage Partners, LLC | 0.04% | New | 3,290 | $235K |
| Trek Financial, LLC | 0.01% | No change | 3,272 | $234K |
| Tufton Capital Management | 0.04% | No change | 3,270 | $233K |
| Rothschild Investment LLC | 0.01% | Add +2.5% | 3,253 | $232K |
| Wealth Group Ltd | 0.05% | New | 3,238 | $231K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 3,237 | $231K |
| GM Advisory Group, LLC | 0.01% | Add +1.4% | 3,229 | $230K |
| Essex Financial Services, Inc. | 0.01% | Add +0.3% | 3,229 | $230K |
| Brand Asset Management Group, Inc. | 0.06% | No change | 3,209 | $229K |
| eCIO, Inc. | 0.09% | Reduce -1.3% | 3,201 | $228K |
| Cypress Capital Group | 0.03% | No change | 3,200 | $228K |
| Mairs & Power Inc. | 0.00% | No change | 3,178 | $227K |
| GK Wealth Management LLC | 0.17% | New | 3,178 | $227K |
| Legacy Private Trust Co. | 0.01% | No change | 3,168 | $226K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 3,166 | $226K |
| BSW Wealth Partners | 0.03% | Add +1.8% | 3,159 | $225K |
| Owen LaRue, LLC | 0.09% | Add +0.2% | 3,155 | $225K |
| Confluence Wealth Services, Inc. | 0.01% | New | 3,141 | $224K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +3.2% | 3,131 | $223K |
| Synovus Financial Corp. | 0.00% | Reduce -7.2% | 3,114 | $223K |
| Talisman Wealth Advisors LLC | 0.18% | Reduce -3.7% | 3,112 | $222K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +0.1% | 3,112 | $222K |
| Lion Street Advisors, LLC | 0.08% | New | 3,537 | $222K |
| Donaldson Capital Management, LLC | 0.01% | Add +0.1% | 3,102 | $221K |
| Aspiring Ventures, LLC | 0.08% | No change | 3,100 | $221K |
| Fort Vancouver Investment Management, LLC | 0.12% | Reduce -0.6% | 3,098 | $221K |
| Ellevest, Inc. | 0.03% | No change | 3,091 | $221K |
| D L Carlson Investment Group Inc. | 0.04% | New | 3,086 | $220K |
| SilverOak Wealth Management LLC | 0.04% | Add +2.9% | 3,073 | $219K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,058 | $218K |
| Morton Capital Management LLC | 0.04% | Add +0.5% | 3,058 | $218K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | No change | 3,055 | $218K |
| Sei Investments Co. | 0.00% | New | 3,052 | $218K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 3,050 | $218K |
| Titleist Asset Management, LLC | 0.02% | No change | 3,049 | $218K |
| Bath Savings Trust Co | 0.02% | No change | 3,045 | $217K |
| Cornerstone Wealth Advisors, Inc. | 0.05% | No change | 3,033 | $216K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 3,029 | $216K |
| Element Wealth, LLC | 0.09% | No change | 3,015 | $215K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 3,000 | $214K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 3,000 | $214K |
| Courier Capital LLC | 0.01% | No change | 3,000 | $214K |
| Jessup Wealth Management, Inc | 0.08% | New | 2,974 | $212K |
| Altus Wealth Group LLC | 0.09% | Reduce -2.2% | 2,969 | $212K |
| Santori & Peters, Inc. | 0.07% | Reduce -1.8% | 2,931 | $209K |
| Independent Financial Group, LLC | 0.01% | Reduce -33.9% | 2,927 | $209K |
| Alliance Wealth Management Group | 0.05% | Reduce -12.7% | 2,925 | $209K |
| Towercrest Capital Management | 0.03% | Reduce -12.7% | 2,925 | $209K |
| Attessa Capital LLC | 0.12% | New | 2,920 | $208K |
| KFA Private Wealth Group, LLC | 0.06% | New | 2,917 | $208K |
| Omega Financial Group, LLC | 0.07% | New | 2,916 | $208K |
| First National Advisers, LLC | 0.03% | New | 2,913 | $208K |
| Key Financial Inc | 0.04% | Add +358.4% | 2,883 | $207K |
| Vista Investment Management | 0.07% | New | 2,898 | $207K |
| Evolution Wealth Advisors, LLC | 0.03% | New | 2,889 | $206K |
| Revisor Wealth Management LLC | 0.07% | New | 2,859 | $206K |
| Sterling Investment Counsel, LLC | 0.07% | New | 2,879 | $205K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,801 | $204K |
| Atala Financial Inc | 0.13% | New | 2,854 | $204K |
| Ardent Capital Management, Inc. | 0.09% | New | 2,850 | $203K |
| Aspen Grove Capital, LLC | 0.03% | Reduce -6.0% | 2,842 | $203K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 2,831 | $202K |
| Clearstead Trust, LLC | 0.03% | Add +4277.8% | 2,758 | $197K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Reduce -18.4% | 2,740 | $196K |
| Chapman Financial Group, LLC | 0.13% | No change | 2,711 | $193K |
| LFA - Lugano Financial Advisors SA | 0.10% | Add +64.8% | 2,680 | $191K |
| Optimum Investment Advisors | 0.07% | No change | 2,633 | $188K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +92.9% | 2,596 | $185K |
| Blue Trust, Inc. | 0.00% | Add +16.2% | 2,579 | $184K |
| Quaker Wealth Management, LLC | 0.06% | Add +0.3% | 2,575 | $184K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 2,538 | $181K |
| GW&K Investment Management, LLC | 0.00% | New | 2,495 | $178K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -78.7% | 2,473 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 2,464 | $176K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -26.3% | 2,338 | $167K |
| Intelligent Financial Strategies | 0.08% | Add +6.3% | 2,337 | $167K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 2,200 | $157K |
| North Capital, Inc. | 0.12% | Reduce -10.1% | 2,174 | $155K |
| Larson Financial Group LLC | 0.01% | Reduce -43.6% | 2,072 | $148K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.5% | 2,001 | $143K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,995 | $142K |
| Frazier Financial Advisors, LLC | 0.09% | Add +0.5% | 1,972 | $141K |
| MV Capital Management, Inc. | 0.01% | No change | 1,948 | $139K |
| Center for Financial Planning, Inc. | 0.01% | Add +102.9% | 1,909 | $136K |
| EMC Capital Management | 0.06% | New | 1,900 | $136K |
| Bollard Group LLC | 0.00% | Add +0.5% | 1,763 | $126K |
| LGT Financial Advisors LLC | 0.27% | No change | 1,745 | $125K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,743 | $124K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 1,718 | $123K |
| AllSquare Wealth Management LLC | 0.06% | No change | 1,700 | $121K |
| Sound Income Strategies, LLC | 0.01% | Add +23.3% | 1,675 | $120K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,666 | $119K |
| Evolution Advisers, Inc. | 0.05% | No change | 1,649 | $118K |
| Financial Perspectives, Inc | 0.03% | Add +30.9% | 1,610 | $115K |
| Heritage Wealth Advisors | 0.01% | Add +0.3% | 1,593 | $114K |
| Centaurus Financial, Inc. | 0.01% | Add +0.3% | 1,581 | $113K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,569 | $112K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.2% | 1,541 | $111K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -56.1% | 1,554 | $111K |
| Legacy Bridge, LLC | 0.05% | No change | 1,552 | $111K |
| Zeit Capital LLC | 0.07% | Add +0.3% | 1,539 | $110K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.5% | 1,520 | $108K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,516 | $108K |
| Frisco Financial Planning LLC | 0.08% | Add +0.5% | 1,393 | $99K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +6.8% | 1,360 | $97K |
| Versant Capital Management, Inc | 0.01% | No change | 1,345 | $96K |
| Pacifica Partners Inc. | 0.03% | Add +0.2% | 1,328 | $96K |
| TruNorth Capital Management, LLC | 0.02% | No change | 1,297 | $93K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 1,240 | $90K |
| Quadrant Capital Group LLC | 0.00% | New | 1,251 | $89K |
| Financial Freedom, LLC | 0.04% | Add +0.5% | 1,248 | $89K |
| TFC Financial Management, Inc. | 0.01% | Reduce -48.0% | 1,246 | $89K |
| Copia Wealth Management | 0.06% | Add +4.2% | 1,152 | $82K |
| Hurley Capital, LLC | 0.05% | Add +0.2% | 1,130 | $81K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 1,106 | $79K |
| Bangor Savings Bank | 0.01% | No change | 1,045 | $75K |
| Founders Financial Alliance, LLC | 0.01% | Add +38.6% | 1,041 | $74K |
| Community Bank, N.A. | 0.01% | No change | 1,034 | $74K |
| Horizons Wealth Management | 0.05% | No change | 1,014 | $72K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 998 | $71K |
| Activest Wealth Management | 0.01% | Add +0.0% | 967 | $69K |
| Arlington Trust Co LLC | 0.01% | No change | 955 | $68K |
| Clayton Financial Group LLC | 0.05% | New | 947 | $68K |
| Toth Financial Advisory Corp. | 0.01% | New | 944 | $67K |
| Crewe Advisors LLC | 0.01% | No change | 936 | $67K |
| Trust Co. of Toledo NA | 0.01% | Add +4.5% | 935 | $67K |
| North Ridge Wealth Advisors, Inc. | 0.04% | No change | 900 | $64K |
| Family Manage LLC | 0.01% | Add +0.5% | 879 | $63K |
| KERR FINANCIAL PLANNING Corp | 0.09% | — | 835 | $61K |
| Mascoma Wealth Management LLC | 0.01% | No change | 839 | $60K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 838 | $60K |
| Salomon & Ludwin, LLC | 0.01% | No change | 799 | $58K |
| Private Wealth Management Group, LLC | 0.02% | No change | 805 | $57K |
| Westside Investment Management, Inc. | 0.01% | No change | 803 | $57K |
| Gables Capital Management Inc. | 0.02% | No change | 800 | $57K |
| Pandora Wealth, Inc. | 0.03% | No change | 795 | $57K |
| New Republic Capital, LLC | 0.02% | No change | 787 | $56K |
| Luminist Capital LLC | 0.05% | No change | 779 | $56K |
| Clark Wealth Partners | 0.03% | New | 748 | $55K |
| Fairman Group, LLC | 0.04% | Add +1.5% | 750 | $53K |
| Hemington Wealth Management | 0.01% | No change | 744 | $53K |
| Abound Wealth Management | 0.01% | Reduce -8.2% | 715 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 712 | $51K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 685 | $49K |
| Addison Advisors LLC | 0.01% | No change | 671 | $48K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 652 | $47K |
| JDM Financial Group LLC | 0.02% | Add +0.5% | 644 | $46K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +7.5% | 635 | $45K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.5% | 629 | $45K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.2% | 624 | $45K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 623 | $44K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 607 | $43K |
| Graney & King, LLC | 0.03% | No change | 601 | $43K |
| Bfsg, LLC | 0.00% | No change | 593 | $42K |
| Kentucky Trust Co | 0.02% | Reduce -11.9% | 555 | $40K |
| Northwest Capital Management Inc | 0.04% | Reduce -57.9% | 546 | $39K |
| Aventura Private Wealth, LLC | 0.01% | No change | 513 | $37K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 508 | $36K |
| Centerpoint Advisors, LLC | 0.01% | New | 500 | $36K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 478 | $34K |
| Tsfg, LLC | 0.01% | No change | 478 | $34K |
| Pinney & Scofield, Inc. | 0.02% | Add +123.8% | 470 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -11.5% | 460 | $33K |
| PFS Partners, LLC | 0.02% | Add +0.5% | 451 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 435 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +69.5% | 439 | $31K |
| Cheviot Value Management, LLC | 0.00% | No change | 402 | $30K |
| GGM Financial LLC | 0.01% | New | 399 | $29K |
| Kings Path Partners LLC | 0.01% | Add +0.5% | 376 | $27K |
| Stephens Consulting, LLC | 0.01% | No change | 372 | $27K |
| Colonial Trust Co / SC | 0.00% | No change | 350 | $25K |
| Hopwood Financial Services, Inc. | 0.02% | Reduce -8.4% | 326 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +40.7% | 273 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 268 | $19K |
| Nemes Rush Group LLC | 0.00% | Add +0.4% | 265 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -3.3% | 263 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 255 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -23.8% | 244 | $17K |
| Financial Connections Group, Inc. | 0.01% | Add +0.8% | 250 | $17K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 216 | $15K |
| Painted Porch Advisors LLC | 0.01% | New | 206 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $14K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 185 | $13K |
| Westend Capital Management, LLC | 0.00% | New | 185 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +0.0% | 178 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 175 | $12K |
| GoalVest Advisory LLC | 0.00% | Add +0.6% | 166 | $12K |
| Ascentis Wealth Management, LLC | 0.00% | New | 151 | $11K |
| Vestia Personal Wealth Advisors | 0.01% | New | 10,058 | $10K |
| Keener Financial Planning LLC | 0.00% | No change | 148 | $10K |
| Alerus Financial NA | 0.00% | New | 140 | $10K |
| St Germain D J Co. Inc. | 0.00% | New | 140 | $10K |
| Hartford Financial Management Inc. | 0.00% | Reduce -61.4% | 137 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -3.6% | 135 | $10K |
| Global Trust Asset Management, LLC | 0.00% | No change | 132 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 125 | $9K |
| Silicon Valley Capital Partners | 0.00% | New | 125 | $9K |
| Peoples Financial Services Corp. | 0.00% | No change | 120 | $9K |
| Manning & Napier Advisors LLC | 0.00% | New | 105 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 103 | $7K |
| United Financial Planning Group LLC | 0.00% | — | 103 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -3.8% | 102 | $7K |
| Holos Integrated Wealth LLC | 0.00% | No change | 101 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 99 | $7K |
| Creative Capital Management Investments LLC | 0.00% | No change | 93 | $7K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 90 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 89 | $6K |
| Darwin Wealth Management, LLC | 0.00% | No change | 83 | $6K |
| ORG Partners LLC | 0.00% | No change | 80 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 76 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 61 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 58 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 50 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -93.6% | 49 | $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 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | Reduce -44.6% | 31 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 31 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 30 | $2K |
| Country Trust Bank | 0.00% | No change | 30 | $2K |
| Navigoe, LLC | 0.00% | No change | 33 | $2K |
| Strategic Advocates LLC | 0.00% | New | 15 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 4 | $285 |
| Rakuten Securities, Inc. | 0.00% | Reduce -40.0% | 3 | $214 |
"% 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.