Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q3 2025 (September 30)
1,394holders +37
96new positions
47sold out
4famous investors
$71.36avg. 13F price*

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

InstitutionsTotal Value
New Positions96$190.4M
Exits47$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.