Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q4 2025 (December 31)
1,537holders +143
100new positions
38sold out
4famous investors
$73.53avg. 13F price*

At the end of Q4 2025, 1,537 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 143 from Q3 2025. 100 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($2.4B), Morgan Stanley ($1.7B) and Northern Trust Corp. ($1.3B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions100$185.7M
Exits38$70.6M

All 13F filers, Q3 2025 → Q4 2025: 35,446,623 shares bought and 9,939,725 shares sold, net +25,506,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,537 holders

Bank of America Corp. 0.18% Add +38.1% 33,091,149 $2.4B
Morgan Stanley 0.10% Reduce -2.5% 22,631,718 $1.7B
Northern Trust Corp. 0.16% Add +2.1% 17,025,160 $1.3B
Envestnet Asset Management Inc. 0.22% Add +2.8% 10,198,089 $750.2M
Wells Fargo & Company 0.13% Add +2.6% 8,924,696 $656.5M
PNC Financial Services Group, Inc. 0.32% Add +4.2% 8,008,451 $589.1M
Forvis Mazars Wealth Advisors, LLC 10.32% Add +3.5% 7,430,169 $546.6M
UBS Group AG 0.10% Reduce -1.6% 6,715,001 $494.0M
Sanders Capital, LLC 0.55% Reduce -28.5% 6,463,079 $475.4M
Raymond James Financial Inc. 0.14% Add +1.4% 6,275,046 $461.6M
CBIZ Investment Advisory Services, LLC 14.98% Add +0.9% 5,384,662 $396.1M
Diversified Trust Co. 7.10% Add +16.9% 5,240,708 $385.5M
CIBC Asset Management Inc 0.84% Reduce -1.2% 4,717,816 $347.0M
Cresset Asset Management, LLC 1.42% Add +10.6% 4,542,145 $334.1M
Jane Street Group, LLC 0.40% Add +221.5% 4,503,611 $331.3M
Janney Montgomery Scott LLC 0.68% Reduce -0.2% 4,038,583 $297.1M
Vanguard Group Inc. 0.00% Reduce -1.4% 3,921,637 $288.5M
WestEnd Advisors, LLC 6.41% Reduce -1.8% 3,741,888 $275.3M
HighTower Advisors, LLC 0.30% Reduce -9.8% 3,681,575 $270.8M
Baird Financial Group, Inc. 0.39% Add +6.9% 3,438,614 $252.9M
LPL Financial LLC 0.07% Add +2.4% 3,425,295 $252.0M
Stifel Financial Corp. 0.22% Add +8.9% 3,392,150 $249.5M
Lincoln National Corp. 7.28% Add +1.7% 3,387,018 $249.1M
Summit Financial, LLC 3.61% Add +2.0% 3,339,132 $245.6M
Cerity Partners LLC 0.34% Add +12.3% 3,124,733 $229.9M
Euclidean Capital LLC 59.53% Add +16.0% 2,990,084 $220.0M
Choate Investment Advisors 4.30% Add +14241.4% 2,976,271 $218.9M
Jones Financial Companies LLLP 0.13% Add +7.3% 2,891,080 $212.7M
Kestra Investment Management, LLC 5.19% Add +9.6% 2,886,475 $212.3M
Johnson Investment Counsel Inc. 1.64% Add +8.1% 2,723,302 $200.3M
Blair William & Co. 0.54% Add +19.6% 2,711,435 $199.5M
Brown Advisory Inc. 0.27% Add +62.4% 2,648,382 $194.8M
Truist Financial Corp. 0.22% Reduce -1.2% 2,259,439 $166.2M
Goldman Sachs Group Inc. 0.02% Reduce -4.5% 2,258,124 $166.1M
Victory Capital Management Inc. 0.09% Reduce -0.5% 2,195,410 $161.5M
Captrust Financial Advisors 0.30% Add +3.8% 2,140,987 $157.5M
Royal Bank of Canada 0.03% Reduce -7.8% 2,058,802 $151.4M
Howland Capital Management LLC 5.67% Add +3.0% 2,026,675 $149.1M
Rockefeller Capital Management L.P. 0.26% Add +2.9% 1,975,224 $145.3M
Harding Loevner LP 1.24% Add +128.2% 1,918,731 $141.1M
Osborne Partners Capital Management, LLC 7.03% Reduce -2.8% 1,855,761 $136.5M
United Services Automobile Association 7.87% Add +53.6% 1,690,359 $124.3M
Strid Group, LLC 15.29% Add +0.8% 1,670,250 $122.9M
Commonwealth Equity Services, LLC 0.16% Add +1.5% 1,647,797 $121.2M
Corient Private Wealth LP 0.16% Add +50.5% 1,627,002 $118.3M
Voya Financial Advisors, Inc. 10.33% Add +1.9% 1,458,886 $107.6M
Laird Norton Wetherby Trust Company, LLC 2.16% Add +69.5% 1,411,428 $103.8M
Creative Planning 0.07% Add +4.0% 1,401,087 $103.1M
US Bancorp \de 0.12% Add +2.2% 1,369,464 $100.7M
Cetera Investment Advisers 0.10% Reduce -1.9% 1,274,607 $93.8M
Means Investment Co., Inc. 7.86% Add +2.6% 1,268,790 $93.3M
JPMorgan Chase & Co. 0.01% Reduce -15.7% 1,231,566 $90.6M
Wealthspire Advisors, LLC 0.71% Reduce -44.7% 1,219,478 $89.7M
Glassman Wealth Services 11.35% Add +3.0% 1,143,369 $84.1M
J.Safra Asset Management Corp 4.04% Add +3.4% 1,046,633 $77.0M
HB Wealth Management, LLC 0.49% Reduce -1.2% 1,025,935 $75.5M
Pinnacle Associates Ltd. 0.96% Add +2.4% 1,016,807 $74.8M
Northwestern Mutual Wealth Management Co. 0.05% Add +3.4% 994,257 $73.1M
Schroder Investment Management Group 0.05% Add +1302.9% 976,096 $72.1M
Wharton Business Group, LLC 2.72% Add +0.0% 974,254 $71.7M
M Holdings Securities, Inc. 5.12% Add +2769.6% 972,309 $71.5M
Wealthcare Capital Management LLC 7.01% Reduce -2.6% 960,114 $70.6M
Ameriprise Financial Inc. 0.02% Add +15.4% 945,492 $69.5M
Karpus Management, Inc. 2.09% Add +24.4% 923,254 $67.9M
MML Investors Services, LLC 0.16% Add +2.7% 916,068 $67.4M
Efficient Advisors, LLC 3.78% Reduce -1.2% 880,541 $64.8M
Cwm, LLC 0.17% Add +8.4% 876,974 $64.5M
NewSquare Capital LLC 5.65% Reduce -10.5% 870,639 $64.0M
Osaic Holdings, Inc. 0.09% Reduce -16.9% 868,539 $63.9M
Waverly Advisors, LLC 0.50% Add +7.9% 840,955 $61.9M
Patriot Investment Management Group, Inc. 3.90% Reduce -1.2% 836,435 $61.5M
Nicholas Hoffman & Company, LLC. 1.39% Add +3.4% 816,339 $60.0M
Cardinal Point Capital Management ULC 3.92% Add +4.5% 814,585 $59.9M
Flower City Capital 29.83% Add +3.3% 795,236 $58.5M
Compton Wealth Advisory Group, LLC 12.18% Reduce -1.5% 757,342 $55.7M
Basecamp Wealth Advisors LLC 11.76% — 750,558 $55.2M
Moneta Group Investment Advisors LLC 0.42% Reduce -0.1% 746,676 $54.9M
Mather Group, Llc. 0.56% Add +0.8% 743,007 $54.7M
Nisa Investment Advisors, LLC 0.18% Add +1.1% 736,821 $54.2M
St. Louis Trust Co 6.19% Reduce -2.5% 733,279 $53.9M
Cullen/Frost Bankers, Inc. 0.59% Add +24.4% 729,561 $53.7M
Pasadena Private Wealth, LLC 7.24% Add +2.8% 717,517 $52.8M
Assetmark, Inc. 0.11% Add +6.8% 715,363 $52.6M
Federation des caisses Desjardins du Quebec 0.19% Add +1.3% 690,557 $50.8M
Verus Financial Partners, Inc. 4.63% Reduce -0.5% 647,314 $50.3M
Fort Washington Investment Advisors Inc. 0.27% Add +0.6% 680,341 $50.0M
Sage Financial Group Inc. 3.24% Add +7.0% 664,829 $48.9M
Dunhill Financial, LLC 15.12% Add +11.1% 651,491 $47.9M
BlackRock, Inc. 0.00% Add +1198.7% 651,166 $47.9M
Topsail Wealth Management, LLC 6.99% Add +99.3% 648,987 $47.7M
Blankinship & Foster, LLC 10.29% Add +1.7% 647,240 $47.6M
Bridges Investment Management Inc. 0.60% Add +1.2% 643,712 $47.4M
Valmark Advisers, Inc. 0.58% Add +0.6% 643,535 $47.3M
BIP Wealth, LLC 1.67% Add +3.3% 641,374 $47.2M
Focus Partners Wealth 0.05% Add +21.8% 604,332 $44.4M
Cornerstone Advisors Asset Management, LLC 7.12% Add +3.2% 596,366 $43.9M
Henshaw Capital LLC 1.58% Add +0.6% 596,273 $43.9M
MilWealth Group LLC 9.87% Reduce -0.5% 563,899 $41.5M
Cambridge Investment Research Advisors, Inc. 0.11% Add +7.1% 551,219 $40.5M
Zions Bancorporation, National Association 1.86% Reduce -0.4% 547,144 $40.2M
Select Equity Group, L.P. 0.19% New 546,590 $40.2M
Wrenne Financial Planning LLC 16.33% Add +5.1% 545,724 $40.1M
Bailard, Inc. 0.88% Add +4.0% 540,697 $39.8M
Wealth Enhancement Advisory Services, LLC 0.05% Add +15.7% 517,743 $39.2M
Davis R M Inc. 0.66% Reduce -1.6% 518,114 $38.1M
AllGen Financial Advisors, Inc. 8.96% Add +3.4% 513,639 $37.8M
Charter Oak Capital Management, LLC 2.88% Reduce -4.5% 513,222 $37.8M
Caprock Group, LLC 0.79% Add +3.8% 511,070 $37.6M
Standpoint Asset Management, LLC 8.57% Reduce -3.9% 510,200 $37.5M
5th Street Advisors, LLC 17.51% Reduce -0.5% 509,693 $37.5M
LRI Investments, LLC 3.01% Add +3.6% 508,833 $37.4M
Mercer Global Advisors Inc. 0.06% Add +3.9% 507,301 $37.3M
Madison Asset Management, LLC 0.42% Add +7.4% 497,130 $36.6M
Pinnacle Wealth Management Advisory Group, LLC 2.51% Add +4.0% 495,262 $36.4M
Sentinel Trust Co. Lba 3.54% Reduce -0.4% 488,238 $35.9M
Bank of Montreal 0.01% Reduce -3.6% 471,613 $34.7M
Leonard Rickey Investment Advisors P.L.L.C. 6.21% Reduce -1.6% 466,879 $34.3M
Luminvest Wealth Management LLC 9.43% Add +0.1% 461,852 $34.0M
Bank of New York Mellon Corp 0.01% Add +6.1% 456,838 $33.6M
Fifth Third Bancorp 0.11% Reduce -0.0% 453,761 $33.4M
Sage Financial Management Group, Inc. 10.01% Add +2.0% 445,459 $32.8M
Albion Financial Group 2.01% Reduce -2.9% 439,470 $32.3M
Mullooly Asset Management, Inc. 11.70% Add +3.3% 434,782 $32.0M
Bluestem Financial Advisors, LLC 12.21% Add +0.2% 429,601 $31.6M
AQR Capital Management 0.02% Add +168.8% 428,497 $31.5M
Roble, Belko & Company, Inc 4.10% Add +0.1% 425,102 $31.3M
Envestnet Portfolio Solutions, Inc. 0.11% Add +1.4% 424,788 $31.2M
United Capital Financial Advisors, LLC 0.19% Add +11.1% 423,648 $31.2M
M&T Bank Corp 0.10% Reduce -2.4% 416,465 $30.6M
Lanham O'Dell & Company, Inc. 8.73% Add +16.9% 412,046 $30.3M
Granby Capital Management, LLC 16.01% No change 408,000 $30.0M
FC Advisory LLC 8.49% Add +0.2% 401,551 $29.5M
Savant Capital, LLC 0.17% Reduce -5.2% 398,083 $29.3M
Mariner, LLC 0.03% Add +25.1% 397,838 $29.3M
Avior Wealth Management, LLC 0.91% Reduce -0.9% 396,591 $29.2M
Somnio Financial Group, LLC 19.27% Add +0.2% 396,342 $29.2M
Performa Ltd (US), LLC 7.29% Add +8.3% 390,601 $28.7M
Kestra Advisory Services, LLC 0.12% Add +5.1% 387,277 $28.5M
Evercore Wealth Management, LLC 0.41% Add +28.0% 383,246 $28.2M
Stratos Investment Management, LLC 1.12% Add +3.7% 378,472 $27.8M
Agf Management Ltd. 0.12% Add +8.8% 376,684 $27.7M
Stonebridge Capital Advisors LLC 1.90% Add +2.5% 373,260 $27.5M
Avion Wealth 5.71% Add +10.2% 369,840 $27.2M
Newton One Investments LLC 7.96% Reduce -1.7% 366,632 $27.0M
Van Cleef Asset Management,Inc 2.73% Reduce -0.3% 366,513 $27.0M
Citizens Financial Group Inc. 0.36% Add +4.2% 361,264 $26.6M
Threadgill Financial, LLC 10.76% New 354,958 $26.1M
Pathstone Holdings, LLC 0.10% Add +0.6% 353,197 $26.0M
Telos Capital Management, Inc. 2.42% Add +1.6% 352,707 $25.9M
Bessemer Group Inc. 0.04% Reduce -0.7% 344,987 $25.4M
Whittier Trust Co. 0.27% Reduce -1.2% 333,495 $25.3M
Aspiriant, LLC 0.70% Add +1.5% 333,057 $24.5M
Wealthcare Advisory Partners LLC 0.48% Reduce -2.2% 332,769 $24.5M
First Horizon Corp. 1.09% Add +13.1% 332,545 $24.5M
&partners 0.13% Add +9.4% 327,213 $24.3M
Associated Banc-Corp 0.62% Add +12.8% 329,094 $24.2M
Allworth Financial LP 0.10% Add +12.8% 328,208 $24.1M
BLB&B Advisors, LLC 1.01% Add +2.4% 327,033 $24.1M
Optas, LLC 3.75% Add +0.1% 325,625 $24.0M
Harel Insurance Investments & Financial Services Ltd. 0.20% No change 320,238 $23.5M
Cambient Family Office, LLC 3.29% — 313,507 $23.1M
Clear Harbor Asset Management, LLC 1.52% Add +1.1% 303,062 $22.3M
FMR LLC 0.00% Add +6.8% 300,044 $22.1M
Empower Advisory Group, LLC 0.06% Add +8.4% 297,847 $21.9M
Boston Standard Wealth Management, LLC 3.61% Add +1.0% 297,682 $21.9M
DAVENPORT & Co LLC 0.12% Add +3.5% 297,113 $21.9M
Tolleson Wealth Management, Inc. 3.15% Reduce -2.8% 296,830 $21.8M
Natixis Advisors, LLC 0.03% Add +5.1% 290,901 $21.4M
CKW Financial Group 2.32% Reduce -0.1% 290,287 $21.4M
Define Financial, LLC 11.77% Add +2.8% 282,321 $20.8M
TL Private Wealth 7.92% Add +1.9% 270,978 $20.6M
Five Pine Wealth Management 13.16% Add +4.5% 278,892 $20.5M
Firestone Capital Management 4.33% Add +9.3% 277,408 $20.4M
Old Mission Capital LLC 0.79% New 276,349 $20.3M
Mb, Levis & Associates, LLC 8.22% Reduce -0.1% 265,497 $19.5M
Lido Advisors, LLC 0.08% Add +1.6% 270,676 $19.4M
Chesley Taft & Associates LLC 0.76% Add +7.5% 261,925 $19.3M
Beacon Wealthcare LLC 6.59% Add +0.6% 260,925 $19.2M
Bartlett & Co. Wealth Management LLC 0.25% Add +1.2% 256,064 $18.8M
Berkshire Asset Management LLC 0.82% Add +1.1% 253,369 $18.6M
Stonehage Fleming Financial Services Holdings Ltd 0.57% Reduce -16.6% 252,132 $18.5M
Stephens Inc. 0.23% Reduce -3.5% 251,497 $18.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.28% Add +0.5% 250,606 $18.4M
Main Management LLC 1.32% Add +3.8% 248,909 $18.3M
River Wealth Advisors LLC 2.05% Add +0.5% 248,722 $18.3M
ETF Portfolio Partners, Inc. 4.72% Add +2.1% 248,592 $18.3M
OneDigital Investment Advisors LLC 0.18% Reduce -18.4% 247,597 $18.2M
Joel Isaacson & Co., LLC 0.60% Add +46.2% 246,178 $18.1M
Ballast, Inc. 4.18% Reduce -2.5% 243,075 $17.9M
Journey Beyond Wealth, LLC 14.22% Reduce -7.0% 243,036 $17.9M
Park Avenue Securities LLC 0.15% Add +46.0% 241,513 $17.8M
Sandy Cove Advisors, LLC 5.25% Add +3297.9% 241,116 $17.7M
SouthState Bank Corp 0.79% Add +1.6% 239,394 $17.6M
Allspring Global Investments Holdings, LLC 0.03% No change 230,800 $17.2M
Hall Capital Management Co. Inc. 6.65% Add +21.6% 234,225 $17.2M
Ballentine Partners, LLC 0.24% Reduce -1.9% 233,742 $17.2M
Woodmont Investment Counsel LLC 1.08% Add +2.1% 233,351 $17.2M
NewEdge Advisors, LLC 0.06% Add +14.9% 228,755 $16.8M
Coston, McIsaac & Partners 3.85% Add +12.7% 225,730 $16.6M
Coldstream Capital Management Inc. 0.21% Reduce -3.8% 222,300 $16.4M
Evergreen Capital Management LLC 0.36% Reduce -0.8% 221,226 $16.3M
Wesbanco Bank Inc. 0.45% Add +2.6% 221,221 $16.3M
JMG Financial Group, Ltd. 0.46% Reduce -1.2% 220,615 $16.2M
Scissortail Wealth Management, LLC 3.69% Add +1.8% 220,218 $16.2M
Triune Financial Partners, LLC 3.69% Reduce -2.6% 203,294 $15.8M
LaSalle St. Investment Advisors, LLC 2.47% Add +1.3% 208,816 $15.4M
Astoria Strategic Wealth, Inc. 3.83% Reduce -4.2% 206,890 $15.2M
MAI Capital Management 0.09% Add +2.2% 204,282 $15.0M
First National Bank of Omaha 0.44% Add +1694.0% 201,830 $14.9M
John S. & James L. Knight Foundation, Inc. 11.37% — 202,601 $14.9M
Hegarty Advisors, LLC 12.92% — 202,351 $14.9M
NewEdge Wealth, LLC 0.17% Add +12.0% 201,160 $14.8M
D.A. Davidson & Co. 0.09% Add +2.6% 200,437 $14.7M
Sanctuary Advisors, LLC 0.08% Add +50.3% 198,330 $14.6M
AlphaCore Capital LLC 0.33% Reduce -6.7% 197,988 $14.6M
Badgley Phelps Wealth Managers, LLC 0.27% Reduce -4.0% 197,001 $14.5M
Avalon Advisory Group 5.88% Reduce -3.9% 195,924 $14.4M
Dakota Wealth Management 0.26% Add +19.4% 195,513 $14.4M
Comerica Bank 0.06% Add +4.0% 194,447 $14.3M
Williams Financial, LLC 8.22% New 193,124 $14.2M
WASHINGTON TRUST Co 0.46% Add +4.8% 193,049 $14.2M
Hillcrest Wealth Advisors - NY, LLC 6.11% Reduce -1.9% 193,029 $14.2M
Baltimore-Washington Financial Advisors, Inc. 0.59% Add +6.9% 193,015 $14.2M
Circle Wealth Management, LLC 0.22% New 192,702 $14.2M
Thrivent Financial for Lutherans 0.03% New 187,628 $13.8M
AMG National Trust Bank 0.32% Add +1.4% 183,847 $13.5M
SCS Capital Management LLC 0.14% Reduce -0.9% 181,298 $13.3M
Stratos Wealth Advisors, LLC 0.64% Reduce -2.2% 180,066 $13.2M
Twelve Points Wealth Management LLC 2.85% Reduce -5.6% 166,706 $12.7M
Seeds Investor LLC 2.40% Add +1.3% 169,935 $12.5M
Compass Planning Associates Inc 8.63% Add +4.3% 169,371 $12.5M
Ifrah Financial Services, Inc. 3.14% Reduce -2.7% 166,219 $12.2M
Quest Investment Management LLC 1.31% Add +7.2% 164,865 $12.1M
VERITY Wealth Advisors 7.47% Add +0.0% 163,509 $12.0M
Curi Capital, LLC 0.21% Add +1.4% 162,557 $12.0M
Heritage Investors Management Corp. 0.34% Add +0.1% 160,619 $11.8M
Pinnacle Financial Group, LLC / IL 3.42% Add +5.3% 160,152 $11.8M
Topor & Co. Korea 8.76% — 158,059 $11.6M
VSM Wealth Advisory, LLC 3.42% Add +0.3% 154,702 $11.4M
Atria Investments, Inc 0.13% Add +37.8% 154,062 $11.3M
Whittier Trust Co. of Nevada Inc. 0.23% Add +1.1% 147,403 $11.2M
Quantinno Capital Management LP 0.02% Add +24.2% 151,182 $11.1M
Idaho Trust Co 3.65% Add +13.9% 149,812 $11.0M
Accredited Investors Inc. 0.58% Reduce -1.7% 149,560 $11.0M
Pinnacle Financial Partners, Inc. 0.08% — 149,298 $11.0M
TruWealth Advisors, LLC 0.53% Reduce -1.5% 148,471 $10.9M
Oppenheimer Asset Management Inc. 0.13% New 147,120 $10.8M
Kestra Private Wealth Services, LLC 0.13% Add +10.7% 146,705 $10.8M
Axis Capital Holdings Ltd. 3.78% No change 146,362 $10.8M
OLIO Financial Planning 2.96% Add +2.0% 143,360 $10.5M
Wealthfront Advisers LLC 0.02% Add +29.6% 142,739 $10.5M
Cherry Tree Wealth Management, LLC 2.20% Reduce -0.2% 141,377 $10.4M
Bahl & Gaynor LLC 0.05% Add +7.3% 141,187 $10.4M
Trust Point Inc. 0.81% Add +28.6% 139,998 $10.3M
Stone Loft Wealth Management LLC 9.64% — 139,652 $10.3M
Chatham Capital Group, Inc. 1.46% Add +2.6% 139,255 $10.2M
Pure Financial Advisors, LLC 0.15% Reduce -2.5% 138,188 $10.2M
Farther Finance Advisors, LLC 0.11% Add +15.8% 138,069 $10.2M
Equitable Holdings, Inc. 0.07% Add +6.0% 137,836 $10.1M
Financial Engines Advisors L.L.C. 0.02% Add +1.3% 137,482 $10.1M
Richmond Investment Services, LLC 1.73% Add +11.2% 136,398 $10.0M
Trust Co. of Vermont 0.42% Add +18.7% 136,295 $10.0M
One Capital Management, LLC 0.30% Add +8.6% 135,244 $9.9M
Beaird Harris Wealth Management, LLC 0.67% Reduce -2.5% 132,119 $9.7M
Berkeley Capital Partners, LLC 2.29% Add +1.5% 131,951 $9.7M
Balanced Wealth Group LLC 3.52% Reduce -0.3% 133,831 $9.6M
Financial Management Professionals, Inc. 0.98% Reduce -4.9% 129,779 $9.5M
Coastal Bridge Advisors, LLC 0.70% Add +6.0% 128,038 $9.4M
Goldstone Financial Group, LLC 1.05% Add +9.5% 127,849 $9.4M
F/m Investments LLC 0.36% Add +2.9% 127,211 $9.4M
Brighton Jones LLC 0.34% Add +0.1% 126,743 $9.3M
Kraft, Davis & Associates, LLC 2.09% Add +2.3% 122,107 $9.3M
BNP Paribas Financial Markets 0.01% Reduce -38.3% 126,465 $9.3M
Steward Partners Investment Advisory, LLC 0.05% Add +58.3% 125,152 $9.2M
Quantum Capital Management, LLC / NJ 1.05% Add +59.6% 122,891 $9.0M
Apella Capital, LLC 0.18% Add +237.0% 121,875 $9.0M
Lodestar Private Asset Management LLC 0.88% Add +4.1% 119,002 $8.8M
Ti-Trust, Inc. 5.36% Reduce -0.5% 118,070 $8.7M
Commerce Bank 0.05% Add +5.1% 118,029 $8.7M
DRW Securities, LLC 0.65% Reduce -30.9% 116,406 $8.6M
Beacon Pointe Advisors, LLC 0.06% Add +12.3% 116,400 $8.6M
Liberty Wealth Management LLC 1.10% Add +4.4% 116,174 $8.5M
Phillips Financial Management, LLC 0.55% Reduce -1.6% 116,054 $8.5M
Perigon Wealth Management, LLC 0.15% Reduce -2.3% 115,723 $8.5M
Cary Street Partners Financial LLC 0.21% Add +6.4% 114,834 $8.4M
Lam Group, Inc. 4.81% Reduce -0.7% 114,192 $8.4M
WBH Advisory Inc. 0.61% Reduce -0.1% 112,219 $8.3M
Balentine LLC 0.31% Add +0.0% 112,028 $8.2M
Welch & Forbes LLC 0.10% Add +0.0% 110,812 $8.2M
Hartmann Taylor Wealth Management, LLC 5.43% Add +2.1% 109,380 $8.0M
CIBC Private Wealth Group LLC 0.01% Add +4.0% 107,908 $7.9M
MorganRosel Wealth Management, LLC 1.98% Reduce -1.1% 107,361 $7.9M
PDS Planning, Inc 0.53% Reduce -1.4% 106,832 $7.9M
Archvest Wealth Advisors, Inc. 5.00% Add +0.1% 106,457 $7.8M
Twin Focus Capital Partners, LLC 0.89% Add +0.0% 105,434 $7.8M
Columbia River Financial Group, LLC 4.76% Reduce -4.2% 105,390 $7.8M
Advisory Services Network, LLC 0.11% Add +33.6% 104,761 $7.7M
Agate Pass Investment Management, LLC 2.81% Add +2.4% 102,824 $7.6M
PFG Advisors 0.36% Add +6.5% 102,201 $7.5M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -57.3% 101,252 $7.4M
Grange Capital, LLC 7.10% Add +5.3% 100,526 $7.4M
Brave Asset Management Inc. 1.74% Add +0.0% 100,487 $7.4M
Fee-Only Financial Planning, L.C. 4.31% Reduce -0.5% 100,413 $7.4M
Alliancebernstein L.P. 0.00% Add +411.3% 99,705 $7.3M
Freestone Capital Holdings, LLC 0.22% Add +1.4% 99,699 $7.3M
Hughes Financial Services, LLC 1.15% Reduce -0.4% 99,521 $7.3M
Simon Quick Advisors, LLC 0.32% Add +0.0% 99,088 $7.3M
Sequoia Financial Advisors, LLC 0.04% Add +1.1% 99,033 $7.3M
Barrett & Company, Inc. 2.42% Add +4.3% 98,635 $7.3M
Avidian Wealth Enterprises, LLC 0.26% Reduce -0.1% 98,425 $7.2M
Modern Wealth Management, LLC 0.13% Reduce -2.0% 97,614 $7.2M
Wedmont Private Capital 0.25% Reduce -20.8% 93,946 $7.1M
Kiley Juergens Wealth Management, LLC 1.53% Add +8.9% 96,156 $7.1M
OpenArc Corporate Advisory, LLC 0.12% — 94,930 $7.0M
IFP Advisors, Inc 0.16% Reduce -0.0% 94,811 $7.0M
Altura Wealth Advisors Inc. 2.99% Add +11.7% 94,280 $6.9M
Industrial Alliance Investment Management Inc. 3.93% Add +2.7% 94,136 $6.9M
Breakwater Investment Management 2.49% Reduce -0.1% 93,522 $6.9M
Archer Investment Management, LLC 3.70% Reduce -26.7% 93,449 $6.9M
QRG Capital Management, Inc. 0.08% Add +6.0% 92,640 $6.8M
Nwam LLC 0.38% Reduce -1.8% 90,451 $6.8M
ASL Financial, LLC 5.33% — 90,213 $6.8M
North Star Asset Management Inc. 0.27% Reduce -0.1% 91,491 $6.7M
CacheTech Inc. 1.25% Reduce -1.4% 91,427 $6.7M
Advocate Group LLC 1.07% Add +5.7% 89,914 $6.6M
Centennial Bank 2.61% Add +39.9% 89,380 $6.6M
Franklin Resources Inc. 0.00% Add +3.7% 89,051 $6.6M
Adams Wealth Management 1.37% Reduce -2.6% 87,183 $6.4M
GreatBanc Trust CO 4.50% Reduce -7.9% 86,830 $6.4M
Clearstead Advisors, LLC 0.08% Add +7.8% 85,806 $6.3M
Integrated Advisors Network LLC 0.28% Add +0.1% 85,094 $6.3M
AlTi Global, Inc. 0.13% Reduce -10.2% 84,145 $6.2M
Tennessee Valley Asset Management Partners 0.80% Add +2.5% 84,081 $6.2M
BBR Partners, LLC 0.33% Reduce -0.4% 83,740 $6.2M
MeadowBrook Investment Advisors LLC 5.28% Add +0.5% 82,805 $6.1M
McKinley Carter Wealth Services, Inc. 0.34% Reduce -8.1% 82,473 $6.1M
Wealthspire Retirement, LLC 0.36% Add +2.8% 81,621 $6.0M
Indie Asset Partners, LLC 6.63% Add +0.5% 80,817 $5.9M
IMA Advisory Services, Inc. 0.57% Add +23.3% 80,177 $5.9M
HSBC Holdings PLC 0.00% Add +22.7% 80,079 $5.9M
Facet Wealth, Inc. 0.10% Add +6.1% 72,878 $5.7M
Arbor Wealth Management LLC\AZ 4.46% — 77,878 $5.7M
Compass Ion Advisors, LLC 0.54% Reduce -0.2% 77,758 $5.7M
Citigroup Inc. 0.00% Reduce -55.5% 76,605 $5.6M
Peapack Gladstone Financial Corp. 0.07% Add +18.1% 76,610 $5.6M
CGN Advisors LLC 0.44% Add +0.0% 76,143 $5.6M
Gladwyn Financial Advisors, Inc. 3.93% Add +2.5% 76,032 $5.6M
Watershed Asset Management, L.L.C. 5.20% — 75,739 $5.6M
Valpey Financial Services, LLC 3.52% Reduce -1.0% 75,033 $5.5M
Northeast Investment Management 0.22% Add +4.5% 74,954 $5.5M
GFS Advisors, LLC 0.65% Reduce -1.6% 74,910 $5.5M
Burling Wealth Partners, LLC 0.85% Reduce -3.3% 74,223 $5.5M
Valley Financial Group, Inc. 3.06% Reduce -70.2% 74,146 $5.5M
Allegiance Financial Group Advisory Services LLC 1.13% Reduce -4.5% 72,896 $5.4M
Migdal Insurance & Financial Holdings Ltd. 0.05% Add +9.3% 72,392 $5.3M
Next Level Wealth Planning, LLC 2.83% Add +0.4% 72,176 $5.3M
Principia Wealth Advisory, LLC 3.32% Reduce -11.0% 72,152 $5.3M
Wilson & Boucher Capital Management, LLC 3.47% Add +13.5% 71,738 $5.3M
Black Diamond Financial, LLC 0.55% Reduce -0.1% 71,497 $5.3M
Turtle Creek Wealth Advisors, LLC 0.41% Add +8.0% 71,049 $5.2M
Kelsey Financial, LLC 4.49% — 71,040 $5.2M
3Chopt Investment Partners, LLC 1.17% Add +3.7% 70,718 $5.2M
Pine Valley Investments Ltd Liability Co 0.26% Reduce -0.9% 70,700 $5.2M
Private Advisor Group, LLC 0.02% Add +57.4% 70,033 $5.2M
Gotham Asset Management 0.02% Add +37.3% 68,693 $5.1M
Fiducient Advisors LLC 0.62% Add +1.2% 68,459 $5.0M
Disciplined Investors, L.L.C. 3.29% Add +0.8% 68,184 $5.0M
Kingsview Wealth Management, LLC 0.07% Add +0.7% 68,091 $5.0M
Graves Light Lenhart Wealth, Inc. 0.53% Reduce -0.3% 68,052 $5.0M
Ritholtz Wealth Management 0.09% Add +10.2% 67,561 $5.0M
Addis & Hill, Inc 2.99% Reduce -3.7% 67,191 $4.9M
Strategic Wealth Investment Group, LLC 0.61% Reduce -15.4% 67,074 $4.9M
Portland Global Advisors LLC 0.53% Add +5.5% 66,552 $4.9M
Cadence Wealth Management LLC 2.36% Reduce -5.5% 66,377 $4.9M
Sawgrass Asset Management LLC 0.61% No change 65,991 $4.9M
Alta Advisers Ltd 1.75% No change 65,757 $4.8M
Fiduciary Financial Group, LLC 0.68% Add +1.1% 65,720 $4.8M
First American Trust, FSB 0.33% Add +11.9% 64,925 $4.8M
Virtue Capital Management, LLC 0.74% Add +1984.3% 63,924 $4.8M
Axxcess Wealth Management, LLC 0.08% Add +24.9% 64,262 $4.7M
Fiduciary Trust Co 0.05% Reduce -2.4% 63,974 $4.7M
Beaumont Asset Management, L.L.C. 2.34% Reduce -0.2% 63,586 $4.7M
Sightline Wealth Advisors, LLC 1.97% Add +47.2% 62,686 $4.6M
Simplicity Wealth,LLC 0.27% Add +8.3% 62,610 $4.6M
Creekside Partners 1.92% Add +19.9% 61,790 $4.5M
Rwa Wealth Partners, LLC 0.05% Add +2.1% 61,645 $4.5M
Concurrent Investment Advisors, LLC 0.05% Add +103.2% 61,508 $4.5M
Vise Technologies, Inc. 0.09% Add +132.9% 61,405 $4.5M
Ramiah Investment Group 3.89% Add +8.4% 61,007 $4.5M
Bluespring Wealth Management, LLC 0.39% Reduce -2.6% 60,867 $4.5M
Spinnaker Trust 0.24% Add +2.2% 60,515 $4.5M
Tiaa Trust, National Association 0.01% Reduce -0.7% 60,444 $4.4M
Apollon Wealth Management, LLC 0.08% Reduce -0.7% 60,423 $4.4M
Coastline Trust Co 0.42% Add +0.6% 60,350 $4.4M
Foundation Wealth Management, LLC\PA 1.60% Reduce -0.4% 59,952 $4.4M
Washington Growth Strategies LLC 2.83% No change 59,419 $4.4M
Advisor OS, LLC 0.35% Reduce -4.8% 58,975 $4.3M
Greenleaf Trust 0.04% Reduce -46.3% 58,947 $4.3M
DF Dent & Co. Inc. 0.06% Add +5.4% 58,418 $4.3M
PW Nova Financial Services LLC 1.62% — 57,227 $4.3M
Lanark Financial, Inc. 0.32% Add +16.1% 57,970 $4.3M
Asset Allocation & Management Company, LLC 1.71% Add +11.0% 57,853 $4.3M
Mosaic Advisors LLC 8.19% Add +10.3% 57,705 $4.2M
Prospera Capital Management, LLC 2.14% Reduce -42.5% 57,636 $4.2M
SOL Capital Management CO 0.38% Add +1.5% 57,430 $4.2M
Dorsey & Whitney Trust CO LLC 0.22% No change 57,283 $4.2M
Prospera Financial Services Inc 0.07% Add +1.6% 56,377 $4.1M
Algorithmic Investment Models, LLC 5.10% Reduce -3.4% 56,269 $4.1M
Alpine Bank Wealth Management 0.58% No change 55,705 $4.1M
Ieq Capital, LLC 0.01% Add +11.9% 55,701 $4.1M
JNBA Financial Advisors 0.36% Reduce -1.1% 55,390 $4.1M
Professional Financial Advisors, LLC 0.83% Add +0.7% 55,218 $4.1M
Kingswood Wealth Advisors, LLC 0.20% Add +14.4% 54,925 $4.0M
Absolute Capital Management, LLC 1.47% Add +27.7% 54,800 $4.0M
Parsons Capital Management Inc. 0.22% Add +7.8% 54,117 $4.0M
Fiduciary Advisors, Inc. 3.02% Add +2.2% 54,036 $4.0M
Stratos Wealth Partners, LTD. 0.05% Add +6.6% 53,827 $4.0M
Northstar Group, Inc. 0.56% Add +11.0% 53,574 $3.9M
Benchmark Financial Wealth Advisors, LLC 1.12% Add +1.8% 53,091 $3.9M
Aufman Associates Inc 2.00% Add +1.6% 52,933 $3.9M
Cibc World Market Inc. 0.01% Add +8.4% 52,914 $3.9M
Values Added Financial LLC 1.63% Reduce -0.1% 52,632 $3.9M
Factor Wealth Management LTD 0.83% Add +11.4% 52,460 $3.9M
First PREMIER Bank 0.88% Reduce -0.1% 52,314 $3.8M
M3 Wealth Management, LLC 3.12% — 52,033 $3.8M
Clark Asset Management, LLC 0.40% Add +1.1% 51,984 $3.8M
Sage Mountain Advisors LLC 0.20% Add +1.5% 51,898 $3.8M
Klingman & Associates, LLC 0.18% Reduce -0.1% 51,657 $3.8M
Beacon Bank & Trust 0.77% Add +2.0% 51,523 $3.8M
Upper Left Wealth Management, LLC 2.30% Reduce -6.0% 51,309 $3.8M
Daymark Wealth Partners, LLC 0.12% Reduce -3.1% 50,415 $3.7M
National Bank of Canada 0.00% Reduce -91.3% 50,364 $3.7M
Cary Street Partners Investment Advisory LLC 1.00% Add +49156.9% 50,242 $3.7M
Newman Dignan & Sheerar, Inc. 0.77% Reduce -3.4% 50,133 $3.7M
Intrepid Family Office LLC 3.54% No change 50,000 $3.7M
Wealthcare Capital Partners, LLC 1.71% Reduce -0.1% 49,735 $3.7M
Arkadios Wealth Advisors 0.07% Add +57.9% 49,537 $3.6M
Roundview Capital LLC 0.22% Add +10.8% 49,189 $3.6M
NYL Investors LLC 1.22% Reduce -0.8% 48,889 $3.6M
Wilmington Savings Fund Society, FSB 0.08% No change 48,863 $3.6M
W1M Asset Management Ltd 0.04% Add +149.1% 48,601 $3.6M
Mgo One Seven LLC 0.07% Add +11.0% 48,425 $3.6M
Farnam Financial LLC 2.67% Add +119.8% 48,289 $3.6M
TD Waterhouse Canada Inc. 0.02% Add +1.8% 48,195 $3.5M
Cloud Capital Management, LLC 1.66% Add +1.9% 47,804 $3.5M
Security Financial Services, INC. 0.55% Reduce -3.0% 47,382 $3.5M
Howe & Rusling Inc. 0.23% Reduce -2.8% 47,333 $3.5M
Carret Asset Management, LLC 0.33% Add +13.5% 47,300 $3.5M
Bleakley Financial Group, LLC 0.06% Reduce -0.0% 46,725 $3.4M
RFG Advisory, LLC 0.06% Add +7.8% 46,407 $3.4M
Howard Wealth Management, LLC 1.49% Add +21.1% 46,315 $3.4M
Evanson Asset Management, LLC 0.18% Reduce -0.4% 46,293 $3.4M
Stokes Family Office, LLC 0.31% Reduce -4.7% 46,004 $3.4M
Sigma Planning Corp 0.09% Add +1.2% 45,925 $3.4M
Atlas Capital Advisors Inc. 0.38% — 45,846 $3.4M
Carnegie Investment Counsel 0.06% Add +5.1% 45,790 $3.4M
Lansing Street Advisors 0.85% Reduce -21.8% 45,147 $3.3M
Webster Bank, N. A. 0.31% Add +14.5% 45,074 $3.3M
SVRN Asset Management, LLC 2.73% — 44,976 $3.3M
Tortoise Investment Management, LLC 0.29% Add +0.9% 44,975 $3.3M
Keybank National Association 0.01% Reduce -0.9% 44,952 $3.3M
Parallel Advisors, LLC 0.06% Add +96.6% 44,832 $3.3M
TD Private Client Wealth LLC 0.07% Reduce -5.9% 44,742 $3.3M
Richard P Slaughter Associates Inc 0.68% Reduce -2.5% 44,290 $3.3M
Thompson Siegel & Walmsley LLC 0.05% Reduce -0.1% 44,143 $3.2M
Family Wealth Partners, LLC 1.16% Reduce -0.7% 43,782 $3.2M
Mayflower Financial Advisors, LLC 0.39% Reduce -0.3% 43,700 $3.2M
Flagship Harbor Advisors, LLC 0.15% Add +1.6% 43,620 $3.2M
Ironwood Financial, llc 0.54% Add +2.8% 41,378 $3.2M
Meridian Wealth Management, LLC 0.11% Add +1.6% 42,984 $3.2M
Patten Group, Inc. 0.58% Add +9.5% 42,967 $3.2M
Integrated Wealth Concepts LLC 0.04% Reduce -19.4% 42,685 $3.1M
Atlantic Private Wealth, LLC 1.98% Reduce -5.2% 42,071 $3.1M
U.S. Capital Wealth Advisors, LLC 0.08% Add +14.2% 42,065 $3.1M
Bradley Foster & Sargent Inc. 0.05% Add +0.0% 42,065 $3.1M
Gibson Wealth Advisors LLC 2.12% Add +0.2% 42,049 $3.1M
Spire Wealth Management 0.10% Reduce -0.2% 41,960 $3.1M
Consolidated Portfolio Review Corp 0.27% New 41,848 $3.1M
Pine Ridge Advisers LLC 0.21% No change 41,848 $3.1M
Lumbard & Kellner, LLC 1.07% Add +0.1% 41,659 $3.1M
Columbus Macro, LLC 0.33% Add +6.7% 41,524 $3.1M
Great Valley Advisor Group, Inc. 0.06% Add +8.8% 41,506 $3.1M
Gibraltar Capital Management, Inc. 0.52% No change 41,485 $3.1M
Financial Advisory Corp 0.44% Add +0.9% 41,357 $3.0M
Merit Financial Group, LLC 0.02% Add +11.2% 39,145 $2.9M
O'shaughnessy Asset Management, LLC 0.02% Add +37.8% 39,054 $2.9M
Insigneo Advisory Services, LLC 0.20% Add +2.3% 38,778 $2.9M
SWP Financial LLC 1.43% Reduce -0.1% 38,602 $2.8M
Capital International Investors 0.00% Add +129.9% 38,364 $2.8M
Bank of New Hampshire 0.63% Reduce -11.6% 38,213 $2.8M
Compass Advisory Group LLC 0.76% Add +7.5% 38,198 $2.8M
Evergreen Wealth Management, LLC 1.41% Reduce -4.2% 38,092 $2.8M
Abacus Planning Group, Inc. 0.37% Add +18.4% 37,937 $2.8M
First Heartland Consultants, Inc. 0.21% Add +7.2% 37,897 $2.8M
FRG Family Wealth Advisors LLC 0.43% Add +34.2% 37,655 $2.8M
Beacon Investment Advisory Services, Inc. 0.11% Add +1.4% 37,549 $2.8M
Flputnam Investment Management Co. 0.04% Add +0.2% 37,314 $2.7M
Kendall Capital Management 0.56% Add +182.4% 36,695 $2.7M
Mutual Advisors, LLC 0.06% Add +3.5% 36,594 $2.7M
Snowden Capital Advisors LLC 0.07% No change 36,333 $2.7M
Summit Trail Advisors, LLC 0.05% Add +0.1% 36,088 $2.7M
Leavell Investment Management, Inc. 0.11% Add +1.3% 36,070 $2.7M
Lowe Brockenbrough & Co. Inc. 0.13% Add +0.8% 36,050 $2.7M
Post Resch Tallon Group Inc. 2.23% Reduce -0.9% 35,967 $2.6M
Raffa Wealth Management, LLC 0.41% Add +0.1% 35,959 $2.6M
Moisand Fitzgerald Tamayo, LLC 0.30% Reduce -2.0% 35,874 $2.6M
Cypress Point Wealth Management, LLC 0.57% Add +0.7% 35,429 $2.6M
MGB Wealth Management, LLC 0.74% Add +10.1% 35,219 $2.6M
Camelot Portfolios, LLC 1.61% Reduce -23.7% 35,244 $2.6M
StoneX Group Inc. 0.11% Reduce -53.0% 34,903 $2.6M
Main Street Financial Solutions, LLC 0.19% Add +3.2% 34,692 $2.6M
Falcon Wealth Planning 0.21% Reduce -1.0% 34,474 $2.5M
Mission Wealth Management, LP 0.05% Reduce -2.2% 34,202 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +118.2% 34,123 $2.5M
Gilman Hill Asset Management, LLC 0.39% Add +0.3% 34,022 $2.5M
Ashton Thomas Private Wealth, LLC 0.06% Add +65.5% 33,984 $2.5M
Hamrick Investment Counsel, llc 1.85% — 33,900 $2.5M
Tred Avon Family Wealth, LLC 0.81% No change 33,734 $2.5M
True Link Financial Advisors, LLC 0.15% No change 33,452 $2.5M
Financial Planning Navigators CORP 1.13% — 33,357 $2.5M
Markin Asset Management, LP 2.69% — 33,309 $2.5M
Cowa, LLC 0.74% Reduce -0.3% 33,257 $2.4M
Cardiff Park Advisors, LLC 0.20% Add +6.7% 33,179 $2.4M
Betterment LLC 0.00% Reduce -0.7% 33,043 $2.4M
Myecfo, LLC 1.03% Reduce -3.0% 32,835 $2.4M
Minot DeBlois Advisors LLC 2.16% Add +4.8% 32,729 $2.4M
Truepoint, Inc. 0.05% Reduce -0.3% 32,715 $2.4M
Baker Ellis Asset Management LLC 0.29% Reduce -5.8% 32,626 $2.4M
Monograph Wealth Advisors, LLC 0.24% No change 32,565 $2.4M
Red Mountain Financial, LLC 2.35% Reduce -9.7% 32,562 $2.4M
Carroll Advisory Group, LLC 1.03% — 32,519 $2.4M
West Bancorporation Inc. 1.24% Add +16.6% 32,273 $2.4M
Kanawha Capital Management LLC 0.16% Add +1.2% 32,185 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.34% No change 32,135 $2.4M
Staley Capital Advisers Inc. 0.10% Add +0.0% 32,115 $2.4M
IPG Investment Advisors LLC 0.41% No change 32,000 $2.4M
Belpointe Asset Management LLC 0.08% Reduce -18.8% 31,904 $2.3M
Composition Wealth, LLC 0.03% Add +0.2% 31,832 $2.3M
Susquehanna International Group, LLP 0.00% New 31,820 $2.3M
Alpha Capital Advisors Inc. 2.17% — 30,673 $2.3M
CORDA Investment Management, LLC. 0.17% Add +5.2% 31,793 $2.3M
Journey Advisory Group, LLC 0.20% Reduce -2.2% 31,730 $2.3M
Rothschild Wealth LLC 0.22% New 31,705 $2.3M
Unconventional Investor, LLC 1.11% Add +1.5% 31,669 $2.3M
Grove Street Fiduciary, LLC 0.97% Reduce -0.1% 31,547 $2.3M
Meridian Wealth Partners, LLC 0.32% Reduce -3.8% 31,433 $2.3M
Mine & Arao Wealth Creation & Management, LLC. 0.90% Add +1.0% 31,342 $2.3M
Grandfield & Dodd, LLC 0.13% No change 31,282 $2.3M
S&co Inc. 0.14% No change 31,256 $2.3M
Burke & Herbert Bank & Trust Co. 0.63% Reduce -17.1% 31,240 $2.3M
Solstein Capital, LLC 0.92% Add +335.5% 31,193 $2.3M
Trek Financial, LLC 0.13% Add +844.0% 30,886 $2.3M
Charis Legacy Partners, LLC 3.32% Reduce -5.6% 30,565 $2.2M
Financially in Tune, LLC 2.08% — 30,262 $2.2M
Caliber Wealth Management, LLC / KS 0.24% Reduce -16.8% 30,103 $2.2M
Shoker Investment Counsel, Inc. 0.65% Reduce -7.3% 30,045 $2.2M
Purpose Unlimited Inc. 0.10% — 29,596 $2.2M
Harbour Investments, Inc. 0.04% Reduce -5.5% 29,151 $2.1M
Exencial Wealth Advisors, LLC 0.07% Reduce -7.7% 28,969 $2.1M
CENTRAL TRUST Co 0.04% Reduce -12.1% 28,834 $2.1M
Anderson Hoagland & Co. 0.18% Reduce -14.1% 28,814 $2.1M
Family CFO Inc 0.95% Reduce -0.2% 28,765 $2.1M
Boston Family Office LLC 0.13% Reduce -1.2% 28,641 $2.1M
Common Fund for Nonprofit Organizations 0.17% Add +1.7% 28,627 $2.1M
Modera Wealth Management, LLC 0.02% Reduce -6.1% 28,586 $2.1M
Synergy Asset Management, LLC 0.22% Reduce -72.2% 28,511 $2.1M
Manchester Capital Management LLC 0.28% Add +0.1% 28,424 $2.1M
Allen Investment Management, LLC 0.02% No change 28,293 $2.1M
Boltwood Capital Management 0.54% Reduce -3.3% 28,204 $2.1M
Atlantic Union Bankshares Corp 0.04% Reduce -17.5% 28,174 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -39.7% 28,152 $2.1M
Hancock Whitney Corp. 0.04% Reduce -0.5% 28,117 $2.1M
National Philanthropic Trust 0.02% Add +47.5% 27,919 $2.1M
Litman Gregory Wealth Management LLC 0.15% Reduce -0.2% 27,737 $2.0M
Operose Advisors LLC 0.47% Add +1.5% 27,671 $2.0M
Brown Brothers Harriman & Co. 0.01% Add +173.7% 27,611 $2.0M
Milestone Asset Management Group, LLC 1.15% Add +25.1% 27,603 $2.0M
Transcend Capital Advisors, LLC 0.16% Reduce -66.3% 27,562 $2.0M
American Capital Advisory, LLC 0.87% Add +5.6% 27,310 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +18.0% 27,195 $2.0M
Partners in Financial Planning 0.34% Reduce -5.7% 27,125 $2.0M
Smartleaf Asset Management LLC 0.08% Add +988.6% 26,921 $2.0M
Strategic Advisors LLC 0.31% Add +44.7% 26,896 $2.0M
AdvisorNet Financial, Inc 0.11% Add +0.8% 26,835 $2.0M
Squarepoint Ops LLC 0.00% Reduce -34.3% 26,609 $2.0M
Guardsman Private Capital Management, Inc. 1.56% — 26,547 $2.0M
Midwest Trust Co 0.02% Add +48.1% 26,442 $1.9M
Tobias Financial Advisors, Inc. 0.27% Add +2.0% 26,406 $1.9M
FF Advisors,LLC 0.86% Add +26.8% 26,325 $1.9M
Whitegate Investment Counselors, Inc. 0.60% Add +0.9% 26,269 $1.9M
Cornerstone Advisory, LLC 0.18% Add +6.7% 26,268 $1.9M
Sepio Capital, LP 0.10% Add +105.9% 25,902 $1.9M
Mayport, LLC 0.38% Add +81.9% 25,881 $1.9M
Mengis Capital Management, Inc. 0.34% Add +0.3% 25,804 $1.9M
New England Private Wealth Advisors LLC 0.23% Add +0.2% 25,658 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.09% Reduce -12.4% 25,571 $1.9M
MCF Advisors LLC 0.10% New 25,560 $1.9M
Chapin Davis, Inc. 0.44% Add +1.4% 25,555 $1.9M
Continental Investors Services, Inc. 2.42% Reduce -19.0% 24,179 $1.9M
Warner Financial, Inc. 0.65% Add +0.5% 25,541 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +0.1% 25,519 $1.9M
Montecito Bank & Trust 0.30% No change 25,366 $1.9M
Cannon Advisors, Inc. 1.31% Reduce -6.2% 24,306 $1.9M
HM Payson & Co. 0.03% Add +0.9% 25,285 $1.9M
EP Wealth Advisors, LLC 0.01% — 25,151 $1.9M
Sage Rhino Capital LLC 0.35% Add +0.8% 25,042 $1.8M
Sollinda Capital Management LLC 0.47% Add +541.2% 25,026 $1.8M
RS Crum Inc. 0.37% No change 25,005 $1.8M
Harbor Investment Advisory, LLC 0.14% Add +21.8% 24,920 $1.8M
Cozad Asset Management Inc. 0.14% Add +1.0% 24,915 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 24,892 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.22% Reduce -0.9% 24,657 $1.8M
Smithfield Trust Co 0.08% Add +0.1% 24,771 $1.8M
Three Bearings Fiduciary Advisors, Inc. 1.69% — 23,278 $1.8M
Saxon Interests, Inc. 0.64% Reduce -0.6% 24,588 $1.8M
MBA Advisors LLC 0.73% Add +9.7% 24,509 $1.8M
Caitlin John, LLC 1.17% Reduce -24.4% 24,375 $1.8M
Trustmark Bank Trust Department 0.11% Add +17.7% 24,276 $1.8M
Financial Insights, Inc. 0.60% Reduce -0.8% 24,238 $1.8M
Lake Street Private Wealth, LLC 0.22% Add +14.1% 24,050 $1.8M
Capital Investment Advisory Services, LLC 0.13% Reduce -2.2% 24,035 $1.8M
Bedel Financial Consulting, Inc. 0.19% Add +278.4% 23,834 $1.8M
Visionary Wealth Advisors 0.08% Add +0.4% 23,739 $1.7M
Semitam Bonam LLC 1.44% Add +4.9% 23,453 $1.7M
Thornburg Investment Management Inc. 0.02% Add +522.7% 23,356 $1.7M
Capital Advisors, Ltd. LLC 0.19% Add +0.1% 23,341 $1.7M
Frankly Finances, LLC 1.62% — 23,294 $1.7M
Archer Investment Corp 0.38% Reduce -6.8% 23,054 $1.7M
Ascent Group, LLC 0.06% Reduce -0.8% 23,022 $1.7M
Two Sigma Securities, LLC 0.23% Add +461.1% 22,947 $1.7M
Tilia Fiduciary Partners, Inc. 0.93% Add +292.1% 22,859 $1.7M
WealthCollab, LLC 0.69% Add +2.4% 22,808 $1.7M
Smith Partners Wealth Management, LLC 1.54% — 22,778 $1.7M
Snider Financial Group 0.45% Reduce -28.6% 22,767 $1.7M
Relyea Zuckerberg Hanson LLC 0.17% Add +4.0% 22,656 $1.7M
Phillips Wealth Planners LLC 1.33% Add +3.5% 21,710 $1.7M
Northwest Wealth Management, LLC 0.26% Reduce -2.6% 22,586 $1.7M
Plancorp, LLC 0.05% Reduce -0.3% 22,576 $1.7M
Atlas Brown,Inc. 0.49% Reduce -1.7% 22,513 $1.7M
Sand Hill Global Advisors, LLC 0.06% No change 22,506 $1.7M
Signet Financial Management, LLC 0.18% Reduce -3.5% 22,101 $1.6M
Koshinski Asset Management, Inc. 0.10% Add +16.6% 22,018 $1.6M
Long Island Wealth Management, Inc. 0.76% Add +0.0% 21,950 $1.6M
Hilltop Holdings Inc. 0.10% Add +5.3% 21,814 $1.6M
First Interstate Bank 0.09% Add +0.5% 21,612 $1.6M
Savvy Advisors, Inc. 0.05% Add +22.1% 21,556 $1.6M
Brown, Lisle/Cummings, Inc. 0.39% Add +0.6% 21,555 $1.6M
UMB Bank, n.a. 0.02% Add +37.6% 21,500 $1.6M
Gradient Capital Advisors, LLC 0.41% Reduce -4.3% 21,422 $1.6M
White Lighthouse Investment Management Inc. 0.22% Reduce -0.2% 21,422 $1.6M
Hill Island Financial LLC 0.38% No change 21,394 $1.6M
Wedbush Securities Inc. 0.05% Add +0.3% 21,367 $1.6M
Shepherd Financial Partners LLC 0.15% No change 21,309 $1.6M
Florida Trust Wealth Management Co 0.04% Add +164.8% 21,238 $1.6M
BOK Financial Private Wealth, Inc. 0.10% No change 21,236 $1.6M
Avestar Capital, LLC 0.11% No change 21,211 $1.6M
Asempa Wealth Advisors 1.34% — 21,166 $1.6M
Fermata Advisors, LLC 0.37% Add +21.4% 21,134 $1.6M
Regions Financial Corp. 0.01% Reduce -1.8% 20,967 $1.5M
J.W. Cole Advisors, Inc. 0.04% Reduce -22.8% 37,527 $1.5M
Connecticut Wealth Management, LLC 0.07% Reduce -5.4% 20,830 $1.5M
Greenhouse Wealth Management, LLC 0.90% Add +0.8% 20,797 $1.5M
GLOBALT Investments LLC / GA 0.06% No change 20,610 $1.5M
Briggs Wealth Management, Inc 1.62% — 20,465 $1.5M
Anchor Investment Management, LLC 0.12% Reduce -3.9% 20,419 $1.5M
James Investment Research, Inc. 0.16% Add +29.0% 20,334 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -5.4% 20,254 $1.5M
Susquehanna Advisors Group, Inc. 0.06% No change 20,250 $1.5M
WFA of San Diego, LLC 1.09% Add +0.5% 20,191 $1.5M
Texas Bank & Trust Co 0.54% No change 20,058 $1.5M
Appleton Partners Inc. 0.10% Reduce -1.4% 20,053 $1.5M
Stockman Wealth Management, Inc. 0.17% Add +0.0% 20,029 $1.5M
Curbstone Financial Management Corp 0.28% Add +1.3% 20,028 $1.5M
RBF Capital, LLC 0.07% No change 20,000 $1.5M
IFC & Insurance Marketing, Inc. 1.46% — 19,956 $1.5M
Global Retirement Partners, LLC 0.03% Add +20.8% 19,883 $1.5M
Orcam Financial Group 1.09% Add +0.9% 19,816 $1.5M
Midland Wealth Advisors, LLC 0.08% Reduce -7.5% 19,804 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% Add +2.8% 19,782 $1.5M
Aries Wealth Management 0.32% No change 19,609 $1.4M
Lyell Wealth Management, LP 0.10% No change 19,570 $1.4M
Novak & Powell Financial Services, Inc. 0.75% Add +27.8% 19,560 $1.4M
City State Bank 0.39% Add +3.7% 19,542 $1.4M
WealthShield Partners, LLC 0.16% Add +0.3% 19,322 $1.4M
Keystone Financial Group 0.11% Reduce -0.1% 19,306 $1.4M
1492 Capital Management LLC 0.56% No change 19,212 $1.4M
Sargent Investment Group, LLC 0.18% New 19,013 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +0.3% 18,046 $1.4M
WealthBridge Investment Counsel Inc. 0.42% Add +8.7% 18,840 $1.4M
SkyOak Wealth, LLC 0.25% Add +0.6% 18,823 $1.4M
Kovack Advisors, Inc. 0.07% Add +93.9% 18,815 $1.4M
CoreCap Advisors, LLC 0.05% Reduce -1.4% 18,718 $1.4M
Harpswell Capital Advisors, LLC 1.09% Add +19.6% 18,654 $1.4M
Motley Fool Wealth Management, LLC 0.11% New 18,620 $1.4M
Foster Dykema Cabot & Partners, LLC 0.08% Reduce -0.5% 18,599 $1.4M
MontVue Capital Management, Inc. 0.91% No change 18,554 $1.4M
Americana Partners, LLC 0.04% Reduce -18.9% 18,459 $1.4M
Novem Group 0.15% Add +0.1% 18,147 $1.3M
Pioneer Wealth Management Group 0.40% Reduce -25.1% 18,085 $1.3M
Glen Eagle Advisors, LLC 0.18% Add +3.5% 18,081 $1.3M
Gateway Wealth Partners, LLC 0.15% Add +5.8% 18,053 $1.3M
Pallas Capital Advisors LLC 0.04% Add +220.3% 17,923 $1.3M
Meritage Portfolio Management 0.09% Add +2.3% 17,783 $1.3M
Norris Perne & French LLP 0.09% No change 17,621 $1.3M
Shaker Investments LLC 0.53% New 17,384 $1.3M
Index Fund Advisors, Inc. 0.06% Add +1.7% 17,380 $1.3M
Argent Trust Co 0.04% Add +35.1% 17,278 $1.3M
Parthenon LLC 0.13% Reduce -2.3% 16,928 $1.2M
DT Investment Partners, LLC 0.10% Reduce -56.9% 16,928 $1.2M
Capstone Wealth Management, Inc. 1.09% — 16,713 $1.2M
Venture Visionary Partners LLC 0.04% Add +0.3% 16,913 $1.2M
Johnson Financial Group, Inc. 0.05% Reduce -3.0% 16,900 $1.2M
New Perspectives, Inc 0.43% No change 16,740 $1.2M
ProVise Management Group, LLC 0.09% Add +3.7% 16,734 $1.2M
Retirement Income Solutions, Inc. 0.21% Add +19.5% 16,650 $1.2M
BWM Planning, LLC 0.33% Add +5.3% 16,632 $1.2M
Greenwich Wealth Management LLC 0.05% Reduce -2.2% 16,600 $1.2M
MBL Wealth, LLC 0.10% New 16,596 $1.2M
JFS Wealth Advisors, LLC 0.07% Add +16.9% 16,569 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Add +0.2% 16,466 $1.2M
Englebert Financial Advisers, LLC 1.38% — 16,290 $1.2M
Destiny Wealth Partners, LLC 0.14% No change 15,299 $1.2M
Red Tortoise LLC 0.51% Add +1.7% 16,088 $1.2M
First Citizens Bank & Trust Co. 0.02% Reduce -1.7% 16,084 $1.2M
Ellenbecker Investment Group 0.17% Reduce -1.3% 16,033 $1.2M
Discipline Wealth Solutions, LLC 0.22% Add +174.6% 16,000 $1.2M
Up Strategic Wealth Investment Advisors LLC 0.85% No change 14,858 $1.2M
New Covenant Trust Company, N.A. 1.06% No change 15,751 $1.2M
Sax Wealth Advisors, LLC 0.06% Reduce -15.1% 15,876 $1.2M
Garde Capital, Inc. 0.07% Add +0.5% 15,865 $1.2M
Brewster Financial Planning LLC 0.72% Add +1.5% 15,854 $1.2M
Andrews Advisory Associates, LLC 0.62% — 15,801 $1.2M
Syverson Strege & Co 0.27% No change 15,718 $1.2M
Allegheny Financial Group 0.17% Add +2.1% 15,700 $1.2M
Boston Research & Management Inc. 0.27% Reduce -7.7% 15,681 $1.2M
Kohmann Bosshard Financial Services, LLC 0.10% No change 15,617 $1.1M
Vicus Capital 0.09% No change 15,593 $1.1M
Financial Alternatives, Inc 0.67% Reduce -4.8% 15,579 $1.1M
Petredis Investment Advisors LLC 0.09% No change 15,400 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +31263.3% 15,368 $1.1M
Ocean Park Asset Management, LLC 0.05% New 15,338 $1.1M
Arax Advisory Partners 0.03% New 15,309 $1.1M
R. W. Roge & Company, Inc. 0.55% Add +133.8% 15,241 $1.1M
Eclectic Associates Inc. 0.17% No change 15,220 $1.1M
Oak Wealth Advisors LLC 0.64% No change 15,203 $1.1M
Slow Capital, Inc. 0.13% Reduce -2.4% 15,191 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Reduce -14.9% 15,179 $1.1M
Root Financial Partners, LLC 0.06% Reduce -7.4% 15,148 $1.1M
Keb Asset Management, LLC 0.23% New 15,124 $1.1M
Sheets Smith Wealth Management 0.12% Reduce -0.3% 15,122 $1.1M
Gould Asset Management LLC 0.20% Reduce -16.4% 15,120 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.6% 15,088 $1.1M
ArborFi Advisors, LLC 0.90% Reduce -2.1% 15,081 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +4.3% 15,068 $1.1M
Signaturefd, LLC 0.02% Add +4.3% 14,982 $1.1M
Life Planning Partners, Inc 0.84% Reduce -1.8% 14,974 $1.1M
Trevian Wealth Management LLC 0.52% Reduce -0.2% 14,913 $1.1M
Xcelsior Advisor Partners LLC 0.53% — 14,909 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +25.8% 14,854 $1.1M
Bill Few Associates, Inc. 0.27% Add +14.7% 14,850 $1.1M
HighPoint Advisor Group LLC 0.02% New 14,839 $1.1M
Smith & Howard Wealth Management, LLC 0.25% Reduce -4.0% 14,810 $1.1M
Advus Financial Partners, LLC 0.26% Add +3.3% 14,758 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.25% No change 14,714 $1.1M
Procyon Advisors, LLC 0.05% Reduce -0.5% 14,698 $1.1M
HUB Investment Partners, LLC 0.03% Add +4.8% 14,603 $1.1M
Washington Capital Management, Inc. 0.87% Reduce -25.6% 14,570 $1.1M
Causeway Capital Management LLC 0.01% Add +49.9% 14,484 $1.1M
Valeo Financial Advisors, LLC 0.02% Add +0.8% 14,445 $1.1M
OneAscent Financial Services LLC 0.10% Reduce -1.3% 14,301 $1.1M
Private Wealth Asset Management, LLC 0.11% No change 14,255 $1.0M
Davis Capital Management 0.72% Add +1.2% 14,247 $1.0M
DUTCH ASSET Corp 0.80% — 14,210 $1.0M
Wealth Architects, LLC 0.09% Reduce -0.8% 14,186 $1.0M
Pension & Wealth Management Advisors, Inc. 0.31% Add +0.0% 14,174 $1.0M
One Degree Advisors Inc 0.29% Reduce -5.0% 14,160 $1.0M
Choreo, LLC 0.01% Add +0.2% 14,068 $1.0M
Asset Dedication, LLC 0.07% Reduce -21.0% 14,108 $1.0M
Rik Saylor Financial, Inc. 0.76% Reduce -3.0% 14,056 $1.0M
Allstreet Capital Advisors LLC 0.75% — 14,028 $1.0M
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.5% 13,955 $1.0M
Waterloo Capital, L.P. 0.07% Add +78.4% 13,945 $1.0M
First Manhattan Co. Llc. 0.00% Add +0.8% 13,885 $1.0M
Manske Wealth Management 0.30% No change 13,849 $1.0M
Chemistry Wealth Management LLC 0.19% No change 13,848 $1.0M
Coppell Advisory Solutions LLC 0.10% Add +8.2% 13,619 $1.0M
Noble Family Wealth, LLC 0.21% Add +1.1% 13,475 $991K
Skyline Advisors, Inc. 0.33% Add +0.0% 13,412 $987K
Quadrant Private Wealth Management, LLC 0.16% Add +43.4% 13,386 $985K
Quadrature Capital Ltd 0.01% New 13,381 $984K
Summit Financial Strategies, Inc. 0.08% No change 13,334 $981K
Vestmark Advisory Solutions, Inc. 0.01% Add +140.8% 13,329 $980K
Insight Advisors, LLC/ PA 0.15% Add +1.1% 13,255 $975K
McClarren Financial Advisors, Inc. 0.57% Reduce -85.9% 1,667 $954K
BCR Wealth Strategies, LLC 0.32% New 12,924 $950K
IFG Advisory, LLC 0.04% Add +8.8% 12,879 $947K
Harrell Investment Partners, LLC 0.22% Add +1.6% 12,740 $937K
Richard C. Young & CO., LTD. 0.08% Add +1.6% 12,730 $936K
Zhang Financial LLC 0.03% Add +0.1% 12,701 $934K
Neuberger Berman Group LLC 0.00% Reduce -84.8% 12,586 $926K
WCG Wealth Advisors LLC 0.03% New 12,552 $923K
Proficio Capital Partners LLC 0.06% Add +95.6% 12,521 $921K
Quattro Financial Advisors LLC 0.27% New 12,500 $920K
Ameritas Advisory Services, LLC 0.03% Add +96.3% 12,494 $919K
Glaxis Capital Management, LLC 1.57% Add +2.3% 6,380 $914K
Probity Advisors, Inc. 0.15% Reduce -2.8% 12,362 $909K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -12.0% 12,361 $909K
SHP Wealth Management 0.07% — 12,301 $905K
Farrell Financial LLC 0.53% Add +2.4% 12,229 $900K
Old National Bancorp 0.01% Add +61.2% 12,051 $886K
Summit Wealth Partners, LLC 0.16% Add +0.1% 12,043 $886K
Factory Mutual Insurance Co. 0.01% No change 12,000 $883K
Zacks Investment Management 0.01% Add +229.0% 11,993 $882K
Phraction Management LLC 0.25% Reduce -28.8% 11,965 $880K
Rathbones Group PLC 0.00% Reduce -15.7% 11,963 $880K
Rebalance, LLC 0.05% No change 11,954 $879K
Westfuller Advisors, LLC 0.35% Add +1.7% 11,827 $870K
Forza Wealth Management, LLC 0.31% No change 11,820 $869K
Bay Capital Advisors, LLC 0.53% Add +0.4% 11,783 $867K
Manufacturers Life Insurance Company, The 0.00% Reduce -20.4% 11,610 $866K
Fifth Third Wealth Advisors LLC 0.03% Add +9.3% 11,763 $865K
Edge Financial Advisors LLC 0.36% Reduce -0.9% 11,719 $862K
KDT Advisors, LLC 1.21% Add +46.3% 11,705 $861K
One Day In July LLC 0.07% New 11,613 $854K
DiNuzzo Private Wealth, Inc. 0.09% No change 11,595 $853K
Cannell & Spears LLC 0.02% Add +1.4% 11,558 $850K
Marble Wealth, LLC 0.12% — 11,557 $850K
Dentgroup LLC 0.58% Reduce -24.2% 11,556 $850K
Busey Bank 0.02% Reduce -2.9% 11,554 $850K
AIMZ Investment Advisors, LLC 0.24% Add +47.8% 11,533 $848K
Nicolet Bankshares Inc. 0.14% Add +5.8% 11,533 $848K
IHT Wealth Management, LLC 0.02% Add +8.0% 11,512 $847K
VestGen Investment Management 0.47% New 11,496 $846K
Beaumont Financial Advisors, LLC 0.06% Reduce -16.2% 11,398 $838K
Callan Family Office, LLC 0.02% New 11,310 $832K
Annex Advisory Services, LLC 0.02% Reduce -0.8% 11,288 $830K
Barnes Pettey Financial Advisors, LLC 0.41% Add +2.8% 11,272 $829K
Roberts Glore & Co. Inc. 0.22% Add +20.7% 11,267 $829K
Occidental Asset Management, LLC 0.10% Add +33.1% 11,259 $828K
Traveka Wealth, LLC 0.34% Reduce -9.9% 11,232 $826K
Bridgewater Advisors Inc. 0.05% Add +5.4% 10,771 $825K
Eastern Bank 0.01% Reduce -29.6% 11,200 $824K
Trace Wealth Advisors, LLC 0.59% No change 11,114 $818K
Galvin, Gaustad & Stein, LLC 0.06% No change 11,098 $816K
OMNI 360 Wealth, Inc. 0.42% Add +0.2% 10,648 $815K
Lazard Asset Management LLC 0.00% Reduce -8.0% 14,522 $815K
Ascentis Independent Advisors 0.13% New 11,069 $814K
Stonebridge Financial Group, LLC 0.07% Add +1.4% 11,047 $813K
Vilga Financial Planning LLC 0.78% — 11,000 $809K
Capital City Trust Co. 0.18% Reduce -0.4% 10,968 $807K
Clarendon Private LLC 0.68% Add +16.3% 10,913 $803K
Principal Securities, Inc. 0.01% Add +7.7% 10,891 $801K
TCI Wealth Advisors, Inc. 0.04% Add +7.3% 10,877 $800K
Sentry LLC 0.22% No change 10,870 $800K
Prosperity Consulting Group, LLC 0.04% Reduce -0.5% 10,838 $797K
Brookstone Capital Management 0.01% Reduce -24.0% 10,833 $797K
Bokf, NA 0.01% Add +6.4% 10,721 $789K
New Millennium Group LLC 0.34% New 10,633 $782K
Citadel Advisors 0.00% Reduce -96.9% 10,572 $778K
Colter Lewis Investment Partners LLC 0.90% — 10,532 $775K
UNIVEST FINANCIAL Corp 0.04% No change 10,523 $774K
Personal Cfo Solutions, LLC 0.12% Reduce -0.1% 10,479 $771K
World Investment Advisors 0.01% Add +52.2% 10,469 $770K
Scotia Capital Inc. 0.00% Add +9.0% 10,462 $769K
Jefferies Financial Group Inc. 0.01% Add +1.7% 10,407 $766K
GSG Advisors LLC 0.20% Add +1.6% 10,397 $765K
N.E.W. Advisory Services LLC 0.06% Reduce -7.8% 10,342 $761K
Carr Financial Group Corp 0.20% New 10,318 $759K
Bull Street Advisors, LLC 0.35% Add +0.5% 10,306 $758K
Murphy Pohlad Asset Management LLC 0.29% Add +26.9% 10,303 $758K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 9,570 $756K
Private Capital Management, LLC 0.07% Add +0.0% 10,251 $754K
Brandywine Oak Private Wealth LLC 0.06% Add +0.3% 10,189 $749K
Sierra Capital LLC 0.08% Add +1.6% 10,183 $749K
PCG Asset Management, LLC 0.60% Reduce -6.6% 10,031 $748K
Pitcairn Wealth Advisors LLC 0.07% — 10,162 $748K
Capital Investment Advisors, LLC 0.01% Reduce -1.9% 10,162 $747K
Investment Research & Advisory Group, Inc. 0.25% Add +1.7% 9,490 $743K
Grey Fox Wealth Advisors, LLC 0.15% Reduce -0.9% 10,087 $742K
Compound Planning, Inc. 0.02% Add +19.8% 10,030 $738K
Orion Porfolio Solutions, LLC 0.01% Add +29.1% 9,975 $734K
Summit Global Investments 0.04% Reduce -2.1% 9,966 $733K
Summit Wealth Group LLC / Co. 0.10% New 9,953 $732K
VestGen Advisors, LLC 0.03% Reduce -77.6% 9,947 $732K
RTD Financial Advisors, Inc. 0.09% Reduce -5.6% 9,896 $728K
Western Wealth Management, LLC 0.03% Add +10.5% 9,865 $726K
Calamos Wealth Management LLC 0.03% Reduce -7.5% 9,840 $724K
Evergreen Advisors, LLC 0.18% — 9,816 $722K
Valued Retirements, Inc. 0.70% No change 9,719 $715K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.8% 9,673 $712K
Opulen Financial Group LLC 0.52% Add +0.2% 9,670 $711K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.8% 9,666 $711K
Quadrant Capital Group LLC 0.02% Add +670.3% 9,636 $709K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.7% 9,489 $698K
71 West Capital Partners 0.03% — 9,480 $697K
TrustWell Financial Advisors, LLC 0.67% — 9,439 $694K
HORAN Wealth, LLC 0.11% Add +13.3% 9,432 $694K
Sun Financial Inc 0.38% — 9,339 $687K
GeoWealth Management, LLC 0.03% Reduce -1.4% 9,323 $686K
LMG Wealth Partners, LLC 0.13% No change 9,290 $683K
Cassia Capital Partners, LLC 0.37% Reduce -6.1% 9,289 $683K
Parker Financial LLC 0.28% Reduce -1.6% 9,286 $683K
Kwmg, LLC 0.06% Reduce -0.4% 9,257 $681K
Carrera Capital Advisors 0.11% Add +12.0% 9,251 $680K
Eagle Harbor Asset Management Inc. 0.56% No change 10,888 $680K
Sierra Summit Advisors LLC 0.10% Add +0.1% 9,236 $679K
Evoke Wealth, LLC 0.01% No change 9,230 $679K
First Trust Advisors LP 0.00% Reduce -13.8% 9,182 $675K
Anson Capital, Inc. 0.49% Reduce -0.4% 9,181 $675K
Elm Partners Management LLC 0.03% Add +65.8% 9,162 $674K
Sageworth Trust Co 0.03% No change 9,151 $673K
Legacy Wealth Partners, LLC 0.17% — 9,094 $669K
Fullerton Advisors, LLC 0.67% — 9,050 $666K
Collective Family Office LLC 0.15% Reduce -5.8% 8,960 $659K
Canal Capital Management, LLC 0.09% Add +4.2% 8,957 $659K
Berman McAleer LLC 0.09% Reduce -1.1% 8,935 $657K
Walkner Condon Financial Advisors LLC 0.09% Add +21.9% 8,928 $657K
SeaCrest Wealth Management, LLC 0.07% Add +0.5% 8,686 $655K
Nvwm, LLC 0.14% Add +1.1% 8,870 $652K
Hall Laurie J Trustee 0.22% Add +2.4% 8,861 $652K
GWN Securities Inc. 0.13% Add +45.3% 8,809 $648K
Fifth Third Securities, Inc. 0.04% Add +2.9% 8,741 $643K
Equita Financial Network, Inc. 0.19% New 8,741 $643K
Oak Family Advisors, LLC 0.20% Add +19.3% 8,734 $642K
EagleClaw Capital Managment, LLC 0.09% No change 8,700 $640K
Miller Investment Management, LP 0.06% Reduce -71.3% 8,685 $639K
Davidson Kahn Capital Management, LLC 0.33% No change 8,667 $638K
Daybright Advisory Services, Inc. 0.17% — 8,632 $635K
Kagan Cocozza Asset Management 0.45% Reduce -1.8% 8,632 $635K
Christensen, King & Associates Investment Services, Inc. 0.27% Reduce -0.2% 8,621 $634K
Strategies Wealth Advisors, LLC 0.06% Reduce -2.6% 8,464 $623K
Prime Capital Investment Advisors, LLC 0.01% Add +48.3% 8,461 $622K
Ancora Advisors LLC 0.01% Reduce -0.8% 8,427 $620K
Portfolio Resources Advisor Group, Inc. 0.62% — 8,427 $620K
Soltis Investment Advisors LLC 0.04% Reduce -7.5% 8,400 $618K
BCS Wealth Management 0.06% Add +100.0% 8,374 $616K
Aristotle Capital Management, LLC 0.00% New 8,347 $614K
Martel Wealth Advisors LLC 0.10% Add +1.7% 8,343 $614K
Rossby Financial, LCC 0.19% New 8,339 $613K
Union Savings Bank 0.27% — 8,324 $612K
Argyle Capital Partners, LLC 0.45% Reduce -0.5% 8,309 $611K
Libra Wealth LLC 0.17% No change 8,271 $608K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -11.7% 8,250 $607K
Qube Research & Technologies Ltd 0.00% Add +1220.8% 8,242 $606K
Bouchey Financial Group, Ltd. 0.05% No change 8,228 $605K
Robinswood Financial LLC 0.19% Reduce -3.5% 8,225 $605K
Lakewood Asset Management LLC 0.36% Add +0.7% 8,217 $604K
Headinvest, LLC 0.12% Add +39.1% 8,200 $603K
Matrix Trust Co 0.10% Reduce -78.1% 8,184 $602K
Cranbrook Wealth Management, LLC 0.12% Reduce -1.2% 8,177 $601K
Gleason Group, Inc. 0.06% Add +1.7% 8,170 $601K
Alpha Omega Wealth Management LLC 0.10% Reduce -0.2% 8,166 $601K
RVW Wealth, LLC 0.05% No change 8,156 $600K
Smallwood Wealth Investment Management, LLC 0.31% Reduce -4.3% 8,140 $599K
GAMMA Investing LLC 0.03% Add +12.0% 8,132 $598K
LMCG Investments, LLC 0.03% No change 8,128 $598K
CRA Financial Services, LLC 0.08% Add +16.5% 8,121 $597K
YHB Investment Advisors, Inc. 0.04% Add +0.0% 8,111 $597K
Cape Ann Savings Bank 0.30% Add +1.1% 8,060 $593K
Csenge Advisory Group 0.03% Reduce -8.9% 8,055 $592K
Grove Bank & Trust 0.07% Add +7.6% 8,036 $591K
Seven Springs Wealth Group, LLC 0.17% Add +2.1% 8,013 $589K
Sowell Financial Services LLC 0.02% Reduce -2.3% 8,007 $589K
Waddell & Associates, LLC 0.04% No change 7,990 $588K
Plum Street Advisors, LLC 0.21% No change 7,926 $583K
Geneos Wealth Management Inc. 0.01% Add +3.2% 7,886 $580K
CVA Family Office, LLC 0.07% Add +1.6% 7,871 $579K
Livet Wealth, LLC 0.36% — 7,848 $577K
NCP Inc. 0.46% Add +4.3% 7,838 $577K
Clifford Swan Investment Counsel LLC 0.02% No change 7,775 $572K
Lantern Wealth Advisors, LLC 0.30% Add +25.4% 7,714 $567K
Mill Creek Capital Advisors, LLC 0.01% No change 7,712 $567K
Droms Strauss Advisors Inc. /Mo/ 0.15% Add +0.0% 7,672 $564K
First Growth Capital LLC 0.50% — 6,956 $564K
Retirement Planning Group, LLC 0.02% Add +0.6% 7,662 $564K
Realta Investment Advisors 0.18% No change 7,653 $563K
Cascade Investment Group, Inc. 0.38% No change 7,651 $563K
Krilogy Financial LLC 0.02% Reduce -1.2% 7,225 $562K
NorthRock Partners, LLC 0.01% Reduce -4.7% 7,604 $559K
Madison Wealth Partners, Inc 0.10% Add +0.1% 7,605 $559K
LifePlan Financial, LLC 0.43% Reduce -3.7% 7,603 $559K
Keebeck Wealth Management 0.06% Add +1.6% 7,602 $559K
10Elms LLP 0.59% Add +2.2% 7,601 $559K
Passive Capital Management, LLC. 0.17% No change 7,587 $558K
Forum Financial Management, LP 0.01% Reduce -2.9% 7,576 $557K
Ashton Thomas Securities, LLC 0.11% Reduce -1.1% 7,572 $557K
Pine Haven Investment Counsel, Inc 0.39% Add +0.0% 7,534 $554K
ESL Trust Services, LLC 0.11% Add +40.8% 7,531 $554K
Nia Impact Advisors, LLC 0.19% Reduce -11.7% 7,528 $554K
Fort Point Capital Partners LLC 0.07% Add +10.0% 7,210 $553K
Fairway Wealth LLC 0.15% Add +1.0% 7,476 $550K
Legacy Wealth Advisors, LLC 0.36% — 7,434 $547K
Ellis Investment Partners, LLC 0.10% Add +0.7% 7,421 $546K
Single Point Partners, LLC 0.11% Reduce -0.2% 7,413 $545K
Boston Trust Walden Corp 0.00% No change 7,391 $544K
Capstone Wealth Management Group, LLC 0.23% Add +1.7% 7,384 $543K
Westmount Partners, LLC 0.14% Reduce -3.9% 7,360 $541K
Armbruster Capital Management, Inc. 0.09% Reduce -1.0% 7,351 $541K
Palatine Hill Wealth Management, LLC 0.44% — 7,339 $540K
Waystone Advisors LLC 0.46% — 7,333 $539K
XTX Topco Ltd 0.01% New 7,330 $539K
EverSource Wealth Advisors, LLC 0.02% Add +195.3% 7,275 $535K
DV Trading LLC 0.05% — 7,225 $531K
Tactive Advisors, LLC 0.16% Reduce -24.9% 7,197 $529K
Worth Asset Management, LLC 0.22% Add +8.9% 7,184 $528K
TBH Global Asset Management, LLC 0.09% Reduce -9.5% 7,175 $528K
Northern Capital Management, Inc. 0.28% No change 7,148 $526K
Wimmer Associates 1, LLC 0.24% Add +3.3% 7,127 $524K
Aspire Capital Advisors LLC 0.12% Reduce -2.3% 7,075 $520K
Diversified Management Inc. 0.12% — 7,059 $519K
Silver Oak Advisory Group, Inc. 0.23% No change 7,044 $518K
Cornerstone Financial Group, LLC 0.36% Reduce -1.0% 7,020 $516K
Compass Financial Group, INC 0.07% Reduce -5.6% 6,955 $512K
Topel & Distasi Wealth Management, LLC 0.25% Reduce -1.3% 6,953 $511K
Mathes Company, Inc. 0.18% No change 6,950 $511K
Detalus Advisors, LLC 0.12% Reduce -9.2% 6,938 $510K
PFG Investments, LLC 0.02% Add +1.6% 6,933 $510K
Quantify Chaos Advisors, LLC 1.54% — 6,919 $509K
Donaldson Capital Management, LLC 0.02% Add +122.5% 6,903 $508K
Elevation Point Wealth Partners, LLC 0.02% Reduce -6.8% 6,893 $507K
Townsquare Capital LLC 0.11% No change 6,864 $505K
Riverbend Wealth Management, LLC 0.32% Add +29.9% 6,860 $505K
ZynergyRetirementPlanningLLC 0.31% No change 6,854 $504K
Duncker Streett & Co. Inc. 0.09% Add +1.0% 6,816 $501K
Smith, Moore & Co. 0.04% Add +1.6% 6,803 $500K
Pillar Financial Advisors, LLC 0.30% No change 6,802 $500K
Angeles Wealth Management, LLC 0.03% No change 6,777 $499K
Jacobi Capital Management LLC 0.03% Add +0.4% 6,727 $495K
Austin Private Wealth, LLC 0.04% Reduce -10.2% 6,705 $493K
Wincap Financial LLC 0.34% Add +4.2% 6,705 $493K
Portland Financial Advisors Inc 1.05% Add +12.2% 6,693 $492K
Northeast Planning Associates, Inc. / NH / 0.35% No change 6,685 $492K
Independent Wealth Advisors LLC 0.51% — 6,673 $491K
Clarity Capital Advisors, LLC 0.25% Add +1.6% 6,666 $490K
MassMutual Private Wealth & Trust, FSB 0.01% Add +321.0% 6,606 $486K
Pittenger & Anderson Inc. 0.02% No change 6,600 $485K
Orgel Wealth Management, LLC 0.01% No change 6,592 $485K
Aureus Asset Management, LLC 0.03% New 6,584 $484K
McGlone Suttner Wealth Management, Inc. 0.07% Add +11.8% 6,584 $484K
Bradley & Co. Private Wealth Management, LLC 0.26% No change 6,563 $483K
Ironwood Investment Counsel, LLC 0.07% Add +3.4% 6,520 $480K
NorthLanding Financial Partners, LLC 0.39% No change 6,520 $480K
Argent Advisors, Inc. 0.13% No change 6,500 $478K
Capital Advantage, Inc. 0.06% New 6,495 $478K
Hamilton Wealth, LLC 0.09% Add +2.5% 6,487 $477K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.45% — 6,467 $476K
Pine Harbor Wealth Management, LLC 0.15% Add +12.8% 6,463 $475K
Barnes Wealth Management Group, Inc 0.25% Add +5.5% 6,395 $470K
Whalerock Point Partners, LLC 0.09% No change 6,375 $469K
Balboa Wealth Partners 0.08% Reduce -1.4% 6,300 $463K
Rockwood Wealth Management, LLC 0.03% New 6,254 $460K
Capital Asset Advisory Services LLC 0.02% Add +3.8% 6,034 $457K
Moneco Advisors, LLC 0.04% Reduce -0.0% 6,205 $456K
Net Worth Advisory Group 0.09% New 6,185 $455K
Ausdal Financial Partners, Inc. 0.02% Reduce -11.4% 6,162 $453K
HTG Investment Advisors, Inc. 0.14% No change 6,153 $453K
HBK Sorce Advisory LLC 0.01% Add +4.8% 5,709 $452K
C M Bidwell & Associates Ltd. 0.21% No change 6,145 $452K
First Nebraska Trust Co 0.04% New 6,139 $452K
Stordahl Capital Management, Inc. 0.09% No change 6,122 $450K
Capital Wealth Alliance, LLC 0.19% Reduce -24.5% 5,612 $450K
FineMark National Bank & Trust 0.01% Reduce -4.7% 6,071 $447K
AE Wealth Management LLC 0.00% Add +45.7% 6,041 $444K
SMI Advisory Services, LLC 0.08% Reduce -28.7% 5,774 $443K
Nicolet Advisory Services, LLC 0.03% Add +3.7% 5,770 $442K
Roman Butler Fullerton & Co. 0.12% No change 5,700 $439K
McLean Asset Management Corp 0.08% No change 5,730 $439K
Stuart Investment Advisors, Inc. 0.40% Add +1.7% 5,961 $438K
Pathway Financial Advisors LLC 0.06% Reduce -2.5% 5,782 $438K
Range Advisory, LLC 0.11% — 5,914 $435K
Fidelis Capital Partners, LLC 0.03% New 5,890 $433K
Cherrydale Wealth Management, LLC 0.13% Add +1.7% 5,871 $432K
Van Hulzen Asset Management, LLC 0.03% Add +21.4% 5,866 $432K
SFE Investment Counsel 0.07% New 5,816 $428K
Traynor Capital Management, Inc. 0.02% Add +16.1% 5,807 $427K
Ehrenkranz Partners L.P. 0.48% Add +1.7% 5,779 $425K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +0.5% 5,729 $421K
Trilogy Capital Inc. 0.02% Reduce -1.9% 5,707 $420K
Claro Advisors Inc. 0.06% Reduce -6.4% 5,689 $418K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -13.2% 5,663 $417K
Tower Research Capital LLC (TRC) 0.01% Add +1973.3% 5,660 $416K
Prostatis Group LLC 0.10% Add +20.1% 5,653 $416K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Add +43.9% 5,636 $415K
Mitchell Sinkler & Starr 0.19% Reduce -20.6% 5,634 $414K
Northstar Financial Companies, Inc. 0.33% New 5,629 $414K
Grant Street Asset Management, Inc. 0.08% Add +0.8% 5,620 $413K
Sapient Capital LLC 0.01% Add +0.6% 5,586 $413K
Aptus Capital Advisors, LLC 0.00% Reduce -10.0% 5,594 $411K
Vance Wealth, LLC 0.12% No change 5,578 $410K
Purkiss Capital Advisors LLC 0.19% No change 5,550 $408K
Fusion Capital, LLC 0.11% Add +33.5% 5,521 $406K
Vantage Investment Partners, LLC 0.03% No change 5,493 $404K
Acropolis Investment Management, LLC 0.02% Reduce -4.1% 5,479 $403K
Waller Financial Planning Group, Inc. 0.09% Reduce -0.3% 5,467 $402K
Lazari Capital Management, Inc. 0.14% Add +0.1% 5,466 $402K
Providence First Trust Co 0.14% Reduce -88.6% 5,429 $399K
Smith Salley Wealth Management 0.02% No change 5,347 $393K
Gladstone Institutional Advisory LLC 0.01% Add +2.8% 5,345 $393K
Carmel Capital Partners, LLC 0.14% Reduce -1.0% 5,334 $392K
Polaris Investment Advisors, LLC 0.28% — 5,329 $392K
Manuka Financial, LLC 0.24% Add +0.6% 5,305 $390K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $390K
Central Pacific Bank - Trust Division 0.05% Add +63.4% 5,290 $389K
Courage Miller Partners, LLC 0.12% Reduce -1.2% 5,278 $388K
Successful Portfolios LLC 0.20% Add +25.8% 5,076 $386K
Solidarity Wealth, LLC 0.08% No change 5,223 $384K
SWAN Capital LLC 0.15% Reduce -0.1% 5,212 $383K
55 North Private Wealth, LLC 0.10% — 5,200 $383K
Leo Wealth, LLC 0.03% Add +24.6% 5,195 $382K
Capstone Financial Advisors, Inc. 0.02% No change 5,177 $381K
Westbourne Investments, Inc. 0.18% Add +33.4% 5,170 $380K
Ryan Investment Management, Inc. 0.21% Reduce -33.2% 5,166 $380K
GoalFusion Wealth Management, LLC 0.17% Add +28.1% 5,125 $377K
NBT Bank, N.A. 0.02% Reduce -3.4% 2,029 $376K
Vision Capital Management, Inc. 0.05% No change 5,105 $376K
Adirondack Trust Co. 0.12% No change 5,105 $376K
Cambria Investment Management, L.P. 0.02% No change 5,096 $375K
Nations Financial Group Inc, /Ia/ 0.02% Add +18.0% 5,091 $375K
Innova Wealth Partners 0.19% Reduce -38.4% 5,065 $373K
Strategic Financial Services, Inc. 0.02% Add +21.4% 4,700 $372K
Syon Capital LLC 0.02% No change 5,050 $371K
Fonville Wealth Management LLC 0.08% No change 5,029 $370K
Southland Equity Partners LLC 0.07% Reduce -7.0% 5,012 $369K
Colonial Trust Advisors 0.03% No change 4,966 $365K
Peterson Wealth Advisors, LLC 0.05% Add +1.7% 4,962 $365K
Fisher Asset Management 0.00% Reduce -49.2% 4,947 $364K
Plante Moran Financial Advisors, LLC 0.02% Add +34.6% 4,945 $364K
Texas Yale Capital Corp. 0.01% Add +0.7% 4,939 $363K
MB Generational Wealth, LLC 0.19% Reduce -21.8% 4,933 $363K
Hanover Advisors Inc. 0.14% Add +0.3% 4,929 $363K
Caldwell Trust Co 0.03% Reduce -9.9% 4,927 $362K
Strategic Financial Partners, Ltd. 0.16% Add +0.1% 4,920 $362K
Independent Financial Group, LLC 0.01% Add +68.1% 4,920 $362K
Clark Capital Management Group, Inc. 0.00% New 4,905 $361K
Arlington Financial Advisors, LLC 0.05% Reduce -1.0% 4,894 $360K
TD Capital Management LLC 0.03% Reduce -13.9% 4,886 $359K
S.A. Mason LLC 0.14% No change 4,866 $358K
Shayne & Jacobs, LLC 0.11% No change 4,860 $358K
WealthPlan Investment Management, LLC 0.02% No change 4,837 $356K
Elmwood Wealth Management, Inc. 0.11% Add +0.0% 4,837 $356K
Integrity Alliance, Llc. 0.01% New 4,815 $354K
Truefg, LLC 0.09% Add +0.1% 4,787 $352K
Red Door Wealth Management, LLC 0.04% Add +0.0% 4,783 $352K
Ssa Swiss Advisors AG 0.16% No change 4,760 $350K
Stone Summit Wealth LLC 0.09% No change 4,755 $350K
Old Mission Investment Co LLC 0.08% Reduce -7.8% 4,754 $350K
Pettyjohn, Wood & White, Inc. 0.05% Reduce -4.8% 4,671 $344K
Investment Advisory Group, LLC 0.09% Add +2.2% 4,664 $343K
First Merchants Corp. 0.01% No change 4,623 $340K
Guidance Capital, Inc. 0.08% Reduce -3.1% 4,399 $339K
Hedges Asset Management LLC 0.24% No change 4,600 $338K
Basepoint Wealth LLC 0.20% Add +1.0% 4,568 $336K
Golden State Wealth Management, LLC 0.04% Add +1.5% 4,566 $336K
Flatrock Wealth Partners LLC 0.16% — 4,530 $333K
World Equity Group, Inc. 0.09% No change 4,528 $333K
MFA Wealth Services 0.22% Add +0.2% 4,522 $333K
Schiavi & Co LLC 0.11% No change 4,519 $332K
LWM Advisors Inc. 0.29% No change 4,517 $332K
Stephenson & Company, Inc. 0.18% No change 4,507 $332K
Paragon Advisors, LLC 0.09% Add +10.8% 4,503 $331K
Brightwater Advisory LLC 0.22% Reduce -2.6% 4,492 $330K
Planned Solutions, Inc. 0.11% No change 4,492 $330K
MidAtlantic Capital Management, Inc. 0.21% Add +2.0% 4,490 $330K
Baxter Bros Inc. 0.04% No change 4,478 $329K
Goelzer Investment Management, Inc. 0.02% No change 4,451 $327K
BKM Wealth Management, LLC 0.12% No change 4,447 $327K
Swan Global Investments, LLC 0.02% Reduce -31.7% 4,431 $326K
Equitable Trust Co. 0.01% No change 4,418 $325K
Parkside Financial Bank & Trust 0.02% Reduce -4.7% 4,413 $325K
Hirtle & Co., LLC 0.01% No change 4,371 $322K
FSM Wealth Advisors, LLC 0.04% Add +0.4% 4,365 $321K
Petix & Botte Co 0.07% Reduce -20.9% 4,364 $321K
Capital Group Private Client Services, Inc. 0.01% No change 4,347 $320K
MJP Associates Inc. 0.04% Reduce -8.0% 4,327 $318K
Elser Financial Planning, Inc 0.23% Add +0.6% 4,327 $318K
Smith Chas P & Associates Pa Cpas 0.02% Add +16.1% 4,325 $318K
Eagle Global Advisors LLC 0.01% Add +2.4% 4,325 $318K
Journey Strategic Wealth LLC 0.01% Reduce -59.3% 4,318 $318K
Pavion Blue Capital, LLC 0.13% No change 4,306 $317K
Oarsman Capital, Inc. 0.04% Add +3.8% 4,289 $315K
SVB Wealth LLC 0.02% Reduce -0.3% 4,279 $315K
Joule Financial, LLC 0.09% Reduce -1.3% 4,277 $315K
Symmetry Partners, LLC 0.02% Reduce -5.5% 4,215 $310K
BlueSky Wealth Advisors, LLC 0.04% No change 4,190 $308K
Compass Financial Group, Inc. (Ohio) 0.22% — 4,170 $307K
Icon Wealth Advisors, LLC 0.02% Reduce -0.4% 4,161 $306K
Cooper/Haims Advisors, LLC 0.14% Add +38.4% 4,153 $305K
Shakespeare Wealth Management, LLC 0.07% No change 1,383 $304K
American Financial & Tax Strategies Inc. 0.15% Reduce -5.7% 4,119 $303K
Barlow Wealth Partners, LLC 0.03% No change 3,971 $302K
4WEALTH Advisors, Inc. 0.26% Reduce -1.6% 4,086 $301K
New Republic Capital, LLC 0.08% Add +419.2% 4,086 $301K
Bragg Financial Advisors, Inc 0.01% Add +7.1% 4,079 $300K
Retirement Planning Co of New England, Inc. 0.12% Add +6.5% 4,071 $299K
Sterling Group Wealth Management, LLC 0.14% Reduce -0.1% 4,062 $299K
Resonant Capital Advisors, LLC 0.02% Add +9.4% 4,060 $299K
Sjbenen Advisory, LLC 0.31% — 27,543 $298K
Edgestream Partners, L.P. 0.01% Reduce -1.6% 4,045 $298K
DSG Capital Advisors, LLC 0.05% New 3,876 $297K
Gilbert & Cook, Inc. 0.04% Reduce -20.8% 4,037 $297K
Blue Trust, Inc. 0.00% Add +56.5% 4,036 $297K
Fulton Bank, N.A. 0.01% New 4,035 $297K
Adirondack Capital Advisors, LLC 0.20% — 4,028 $296K
Promethium Advisors,llc 0.16% No change 4,021 $296K
CX Institutional 0.01% Add +0.1% 4,010 $295K
Ruggiero Investments, Inc. 0.27% — 4,000 $294K
ArchPoint Investors 0.07% New 4,000 $294K
Charles Schwab Trust Co 0.02% Reduce -55.6% 4,000 $294K
Clarius Group, LLC 0.02% No change 4,000 $294K
Mosaic Family Wealth Partners, LLC 0.03% No change 3,978 $293K
TFB Advisors LLC 0.08% Reduce -0.9% 3,962 $291K
First Bank & Trust 0.05% No change 3,950 $291K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $290K
Redwood Family Wealth LLC 0.29% — 3,941 $290K
Tradition Wealth Management, LLC 0.02% Reduce -0.1% 3,933 $289K
HF Advisory Group, LLC 0.10% Add +12.0% 3,929 $289K
Fortis Capital Management LLC 0.04% New 3,902 $287K
Rodgers & Associates, LTD 0.03% New 3,894 $286K
RDA Financial Network 0.07% Reduce -6.7% 3,880 $285K
Jim Saulnier & Associates, LLC 0.15% New 3,877 $285K
Meridian Financial Partners LLC 0.11% No change 3,708 $284K
Revisor Wealth Management LLC 0.08% Add +30.1% 3,720 $284K
SpringVest Wealth Management LLC 0.20% Add +14.5% 3,856 $284K
SBI Securities Co., Ltd. 0.01% Add +0.8% 3,837 $282K
Wealth Alliance, LLC 0.03% Reduce -8.1% 3,831 $282K
Hurlow Wealth Management Group, Inc. 0.07% No change 3,826 $281K
Sageworth Trust Co of South Dakota 0.23% No change 3,801 $280K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -2.5% 3,789 $279K
Atlanta Consulting Group Advisors, LLC 0.06% Add +23.6% 3,775 $278K
Debussy Capital Management LP 0.04% Reduce -24.9% 3,736 $275K
Mondrian Investment Partners LTD 0.00% Reduce -47.9% 3,718 $273K
Werba Rubin Papier Wealth Management 0.07% Add +1.0% 3,662 $269K
Private Trust Co. NA 0.02% Reduce -16.2% 3,642 $268K
Towneley Capital Management, Inc / DE 0.06% Reduce -2.0% 3,637 $268K
Sei Investments Co. 0.00% Add +19.0% 3,632 $267K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% No change 3,626 $267K
Radnor Capital Management, LLC 0.04% No change 3,611 $266K
Advisory Alpha, LLC 0.01% New 3,604 $265K
Level Four Advisory Services, LLC 0.01% Add +9.2% 3,600 $265K
Nalls Sherbakoff Group, LLC 0.19% No change 3,588 $264K
Balance Wealth Partners LLC 0.08% New 3,563 $262K
TLWM 0.05% No change 3,554 $261K
Fortress Financial Solutions, LLC 0.27% New 3,544 $261K
Colton Groome Financial Advisors, LLC 0.07% No change 3,535 $260K
Aurora Private Wealth, Inc. 0.17% — 3,583 $260K
Financial Planning Hawaii, Inc. 0.15% — 3,533 $260K
J. Derek Lewis & Associates Inc. 0.06% — 3,532 $260K
Quarry Hill Advisors, LLC 0.12% Reduce -0.4% 3,528 $260K
Hobbs Group Advisors, LLC 0.08% Add +0.1% 3,512 $258K
Melfa Wealth Management, Inc. 0.15% No change 3,507 $258K
TCTC Holdings, LLC 0.01% No change 3,506 $258K
Interchange Capital Partners, LLC 0.05% No change 3,500 $257K
Gradient Investments LLC 0.00% Add +4.1% 3,489 $257K
Foundations Investment Advisors, LLC 0.00% Reduce -14.6% 3,488 $257K
Naples Global Advisors, LLC 0.02% No change 3,485 $256K
GM Advisory Group, LLC 0.01% Add +7.6% 3,473 $255K
Essex Financial Services, Inc. 0.01% Add +7.4% 3,468 $255K
Thrive Capital Management, LLC 0.06% Add +1.5% 3,462 $255K
Aspen Grove Capital, LLC 0.04% Add +21.1% 3,443 $253K
Capital Planning Advisors, LLC 0.03% No change 3,440 $253K
LPWM LLC 0.06% Add +0.3% 3,421 $252K
Certified Advisory Corp 0.02% Add +3.6% 3,414 $251K
Altiora Financial Group, LLC 0.04% No change 3,410 $251K
Petra Financial Advisors Inc. 0.15% Add +0.4% 3,408 $251K
Optivise Advisory Services LLC 0.14% No change 3,371 $248K
CNB Bank 0.10% No change 3,370 $248K
Tacita Capital Inc 0.14% No change 3,365 $248K
Pekin Hardy Strauss, Inc. 0.02% New 3,361 $247K
Kathmere Capital Management, LLC 0.02% Reduce -0.9% 3,361 $247K
Financial Management, Inc. 0.23% — 3,359 $247K
Maseco LLP 0.01% New 3,355 $247K
Charter Research & Investment Group, Inc. 0.16% No change 3,350 $246K
Alpha Financial Advisors, LLC 0.08% No change 3,349 $246K
CSM Advisors, LLC 0.01% No change 3,350 $246K
Montag A & Associates Inc. 0.01% New 3,340 $246K
Liberty Atlantic Advisors LLC 0.24% — 3,335 $245K
Traphagen Investment Advisors LLC 0.02% New 3,333 $245K
Checchi Capital Advisers, LLC 0.02% Reduce -9.0% 3,327 $245K
Titleist Asset Management, LLC 0.02% Add +8.5% 3,309 $243K
Dominguez Wealth Management Solutions, Inc. 0.15% Reduce -1.6% 3,308 $243K
Pacific Sage Partners, LLC 0.04% No change 3,290 $242K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +19.9% 3,284 $242K
First National Advisers, LLC 0.03% Add +12.0% 3,263 $240K
Tufton Capital Management 0.04% No change 3,270 $240K
eCIO, Inc. 0.11% Add +1.7% 3,256 $239K
Wealth Group Ltd 0.05% No change 3,238 $238K
Brand Asset Management Group, Inc. 0.07% No change 3,209 $236K
Cypress Capital Group 0.03% No change 3,200 $235K
BSW Wealth Partners 0.03% Add +1.3% 3,199 $235K
Gryphon Financial Partners LLC 0.03% Reduce -4.7% 3,192 $235K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -13.3% 3,182 $234K
Mairs & Power Inc. 0.00% No change 3,178 $234K
Rothschild Investment LLC 0.01% Reduce -2.4% 3,175 $234K
Owen LaRue, LLC 0.09% Add +0.6% 3,174 $233K
EdgeRock Capital LLC 0.06% New 3,170 $233K
LongView Wealth Management 0.06% New 3,041 $233K
Legacy Private Trust Co. 0.01% No change 3,168 $233K
Sentinel Pension Advisors, LLC 0.04% No change 3,166 $233K
GK Wealth Management LLC 0.17% Reduce -0.7% 3,155 $232K
Confluence Wealth Services, Inc. 0.01% No change 3,141 $231K
D L Carlson Investment Group Inc. 0.04% Add +1.4% 3,128 $230K
Legacy Advisors, LLC 0.02% New 3,116 $229K
Morton Capital Management LLC 0.04% Add +1.8% 3,113 $229K
Pinnacle Bancorp, Inc. 0.07% No change 3,112 $229K
Align Financial, LLC 0.13% — 228,404 $228K
Golden Reserve Retirement LLC 0.04% New 3,105 $228K
Aspiring Ventures, LLC 0.08% No change 3,100 $228K
Fort Vancouver Investment Management, LLC 0.12% Reduce -0.2% 3,093 $228K
Ellevest, Inc. 0.03% No change 3,091 $227K
Independence Bank of Kentucky 0.03% Reduce -10.2% 3,089 $227K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -1.6% 3,082 $227K
SilverOak Wealth Management LLC 0.04% No change 3,073 $226K
HHM Wealth Advisors, LLC 0.03% No change 3,058 $225K
Quadcap Wealth Management, LLC 0.03% No change 3,050 $224K
Diversify Wealth Management, LLC 0.01% Add +5.0% 2,940 $224K
Bath Savings Trust Co 0.02% No change 3,045 $224K
Mason Investment Advisory Services, Inc. 0.01% Add +0.2% 3,035 $223K
Hurley Capital, LLC 0.12% Add +167.6% 3,024 $222K
Bluebird Wealth Management LLC 0.21% — 3,024 $222K
Element Wealth, LLC 0.09% No change 3,015 $222K
Cornerstone Wealth Advisors, Inc. 0.05% Reduce -0.8% 3,008 $221K
Integral Investment Advisors, Inc. 0.05% No change 3,000 $221K
Courier Capital LLC 0.01% No change 3,000 $221K
August Group Capital Ltd 0.24% — 2,995 $220K
Element Pointe Advisors, LLC 0.04% New 2,990 $220K
Advance Capital Management, Inc. 0.01% New 2,990 $220K
Jessup Wealth Management, Inc 0.07% Add +0.2% 2,980 $219K
Long Run Wealth Advisors, LLC 0.04% New 2,977 $219K
Altus Wealth Group LLC 0.09% No change 2,969 $218K
Omega Financial Group, LLC 0.07% Add +1.4% 2,956 $217K
Trivium Point Advisory, LLC 0.02% Reduce -21.6% 2,923 $215K
Attessa Capital LLC 0.12% No change 2,920 $215K
KFA Private Wealth Group, LLC 0.05% No change 2,917 $215K
Evolution Wealth Advisors, LLC 0.02% Add +0.5% 2,903 $214K
Vista Investment Management 0.07% No change 2,898 $213K
Sterling Investment Counsel, LLC 0.06% Add +0.5% 2,894 $213K
Castleview Partners, LLC 0.11% New 2,892 $213K
Key Financial Inc 0.04% No change 2,883 $212K
Wellington-Altus USA Inc. 0.16% — 2,862 $211K
SageView Advisory Group, LLC 0.01% New 2,854 $210K
Atala Financial Inc 0.13% No change 2,854 $210K
Ardent Capital Management, Inc. 0.08% No change 2,850 $210K
Santori & Peters, Inc. 0.07% Reduce -3.2% 2,837 $209K
Wealthstar Advisors, LLC 0.11% New 2,805 $206K
Breachway Investments LLC 0.22% — 2,800 $206K
Francis Financial, Inc. 0.04% New 2,798 $206K
Capital Management Associates, Inc 0.05% New 2,795 $206K
Cambiar Investors LLC 0.01% New 2,794 $206K
Optima Capital LLC 0.09% New 2,759 $203K
TPG Financial Advisors, LLC 0.07% New 2,753 $203K
Fulton Breakefield Broenniman LLC 0.01% New 2,752 $202K
Rockline Wealth Management, LLC 0.04% New 2,739 $201K
Clearstead Trust, LLC 0.03% Reduce -1.3% 2,721 $200K
Chapman Financial Group, LLC 0.14% No change 2,711 $199K
LFA - Lugano Financial Advisors SA 0.10% No change 2,680 $197K
Strategic Wealth Partners, Ltd. 0.01% Add +14.5% 2,676 $197K
Ares Financial Consulting, LLC 0.19% — 2,661 $196K
Fairman Group, LLC 0.16% Add +252.3% 2,642 $194K
Quaker Wealth Management, LLC 0.06% Add +1.2% 2,605 $192K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +69.1% 2,571 $189K
Medallion Wealth Advisors, LLC 0.06% Reduce -0.1% 2,536 $187K
GW&K Investment Management, LLC 0.00% No change 2,495 $184K
New England Asset Management Inc. 0.03% New 2,500 $184K
Hazlett, Burt & Watson, Inc. 0.06% Add +60.6% 2,475 $183K
Intelligent Financial Strategies 0.09% Add +5.9% 2,474 $182K
Cornerstone Planning Group LLC 0.03% Reduce -99.3% 2,220 $175K
Sound Income Strategies, LLC 0.01% Add +34.1% 2,247 $172K
Horizon Investments, LLC 0.00% New 1,820 $171K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 2,200 $162K
Copeland Capital Management, LLC 0.00% New 2,171 $160K
Larson Financial Group LLC 0.01% Add +1.6% 2,106 $155K
Atomic Invest LLC 0.09% — 2,052 $152K
Elevation Wealth Partners, LLC 0.05% Add +1.7% 2,035 $150K
Frazier Financial Advisors, LLC 0.09% Add +1.7% 2,006 $148K
Evermay Wealth Management LLC 0.02% No change 1,995 $147K
Financial Perspectives, Inc 0.04% Add +22.5% 1,972 $145K
MV Capital Management, Inc. 0.01% No change 1,948 $143K
USA Financial Formulas 0.03% Reduce -86.2% 1,923 $141K
Centaurus Financial, Inc. 0.01% Add +21.4% 1,919 $141K
Center for Financial Planning, Inc. 0.01% No change 1,909 $140K
Bogart Wealth, LLC 0.01% Add +69.3% 1,872 $138K
Bollard Group LLC 0.00% Add +1.8% 1,794 $132K
Garton & Associates Financial Advisors LLC 0.08% — 1,790 $132K
LGT Financial Advisors LLC 0.79% No change 1,745 $128K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $128K
KERR FINANCIAL PLANNING Corp 0.17% Add +100.0% 1,670 $126K
Meramec Financial Planners, LLC 0.05% — 1,579 $125K
Provident Wealth Management, LLC 0.04% No change 1,666 $123K
Evolution Advisers, Inc. 0.05% No change 1,649 $121K
Heritage Wealth Advisors 0.00% Add +0.9% 1,608 $118K
FAS Wealth Partners, Inc. 0.01% No change 1,554 $114K
Legacy Bridge, LLC 0.05% No change 1,552 $114K
Zeit Capital LLC 0.08% Add +0.5% 1,546 $114K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,516 $112K
Beacon Financial Strategies CORP 0.06% New 1,514 $111K
Frisco Financial Planning LLC 0.09% Add +1.6% 1,416 $104K
First Pacific Financial 0.01% New 1,393 $102K
GHP Investment Advisors, Inc. 0.00% New 1,376 $101K
Glass Jacobson Investment Advisors llc 0.04% Add +0.2% 1,363 $100K
Pacifica Partners Inc. 0.04% Add +0.8% 1,339 $100K
Versant Capital Management, Inc 0.01% No change 1,345 $99K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $95K
Financial Freedom, LLC 0.05% Add +1.7% 1,269 $93K
Halbert Hargrove Global Advisors, LLC 0.00% New 1,260 $93K
TFC Financial Management, Inc. 0.01% No change 1,246 $92K
Ankerstar Wealth, LLC 0.09% — 1,223 $90K
Hantz Financial Services, Inc. 0.00% Add +176.8% 1,215 $89K
Copia Wealth Management 0.06% No change 1,152 $85K
Biltmore Family Office, LLC 0.01% New 1,105 $81K
Wealth Watch Advisors, INC 0.03% New 1,102 $81K
Bangor Savings Bank 0.01% No change 1,045 $77K
Community Bank, N.A. 0.01% No change 1,034 $76K
Horizons Wealth Management 0.05% No change 1,014 $75K
Murphy & Mullick Capital Management Corp 0.05% No change 998 $73K
International Assets Investment Management, LLC 0.00% New 982 $72K
Activest Wealth Management 0.01% No change 967 $71K
Arlington Trust Co LLC 0.01% No change 955 $70K
Clayton Financial Group LLC 0.04% No change 947 $70K
Crewe Advisors LLC 0.01% No change 936 $69K
Trust Co. of Toledo NA 0.01% No change 935 $69K
Barclays PLC 0.00% Reduce -91.6% 935 $69K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 910 $67K
Monetary Solutions, Ltd 0.07% — 903 $66K
North Ridge Wealth Advisors, Inc. 0.04% No change 900 $66K
Family Manage LLC 0.01% Add +1.8% 895 $66K
Mascoma Wealth Management LLC 0.01% No change 839 $62K
Vermillion Wealth Management, Inc. 0.03% Add +0.1% 839 $62K
ORG Partners LLC 0.01% Add +945.0% 836 $62K
Salomon & Ludwin, LLC 0.01% No change 799 $60K
CDKV Holdings LLC 0.05% — 805 $59K
Private Wealth Management Group, LLC 0.02% No change 805 $59K
Westside Investment Management, Inc. 0.01% No change 803 $59K
Gables Capital Management Inc. 0.02% No change 800 $59K
Pandora Wealth, Inc. 0.04% No change 795 $58K
Luminist Capital LLC 0.07% No change 779 $57K
CoreFirst Bank & Trust 0.03% New 774 $57K
Founders Financial Alliance, LLC 0.01% Reduce -27.9% 751 $55K
Clark Wealth Partners 0.03% No change 748 $55K
Toth Financial Advisory Corp. 0.01% Reduce -21.2% 744 $55K
Bullock Wealth Management Group 0.02% — 693 $51K
Rosenberg Matthew Hamilton 0.01% No change 685 $50K
Miller Capital Partners, Inc. 0.03% — 674 $50K
Addison Advisors LLC 0.01% No change 671 $49K
Dorato Capital Management 0.04% — 644 $49K
Vermillion & White Wealth Management Group, LLC 0.03% Add +5.3% 669 $49K
MPWM Advisory Solutions, LLC 0.03% No change 652 $48K
PFS Partners, LLC 0.02% Add +41.9% 640 $47K
Harbor Asset Planning, Inc. 0.04% Add +1.8% 640 $47K
Abound Wealth Management 0.01% Reduce -12.2% 628 $46K
Boyd Watterson Asset Management LLC 0.01% No change 607 $45K
Graney & King, LLC 0.03% No change 601 $44K
Bfsg, LLC 0.00% No change 593 $44K
Washington Trust Advisors, Inc. 0.00% Add +141.4% 589 $43K
Triumph Capital Management 0.01% New 560 $41K
Kentucky Trust Co 0.02% No change 555 $41K
Greykasell Wealth Strategies, Inc. 0.01% Add +1.6% 516 $38K
United Community Bank 0.01% New 513 $38K
Aventura Private Wealth, LLC 0.01% No change 513 $38K
Centerpoint Advisors, LLC 0.01% No change 500 $37K
HighMark Wealth Management LLC 0.01% Add +1.7% 486 $36K
Pioneer Family Office, LLC 0.02% — 481 $35K
Tsfg, LLC 0.01% No change 478 $35K
Pinney & Scofield, Inc. 0.02% No change 470 $35K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -0.2% 459 $34K
Farmers & Merchants Investments Inc. 0.00% No change 435 $32K
Cheviot Value Management, LLC 0.00% No change 402 $32K
GGM Financial LLC 0.01% Add +1.8% 406 $30K
Bernzott Capital Advisors 0.01% New 400 $29K
Kings Path Partners LLC 0.01% Add +1.6% 382 $28K
Stephens Consulting, LLC 0.01% No change 372 $27K
Trust Co 0.00% New 371 $27K
Colonial Trust Co / SC 0.00% No change 350 $26K
Princeton Global Asset Management LLC 0.00% New 325 $24K
Summer Road LLC 0.02% New 319 $23K
Timmons Wealth Management, LLC 0.02% — 292 $21K
Cornerstone Financial Management LLC 0.02% — 282 $21K
Nemes Rush Group LLC 0.00% Add +1.9% 270 $20K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 260 $19K
McGuire Capital Advisors Inc. 0.01% — 255 $19K
Fourth Dimension Wealth, LLC 0.01% Reduce -3.0% 255 $19K
SOA Wealth Advisors, LLC. 0.00% No change 255 $19K
Financial Connections Group, Inc. 0.01% Add +1.6% 254 $18K
NorthAvenue LLC 0.01% — 241 $18K
McMillan Office, Inc. 0.00% — 236 $17K
Crews Bank & Trust 0.00% New 218 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 216 $16K
Quent Capital, LLC 0.00% New 205 $15K
JDM Financial Group LLC 0.01% Reduce -68.5% 203 $15K
Piscataqua Savings Bank 0.01% No change 200 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 178 $14K
Hanson & Doremus Investment Management 0.00% No change 190 $14K
Aberdeen Wealth Management LLC 0.01% No change 185 $14K
Westend Capital Management, LLC 0.00% No change 185 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 175 $13K
GoalVest Advisory LLC 0.00% No change 166 $12K
Tucker Asset Management LLC 0.00% New 160 $12K
Ascentis Wealth Management, LLC 0.00% No change 151 $11K
Alerus Financial NA 0.00% No change 140 $10K
St Germain D J Co. Inc. 0.00% No change 140 $10K
Hartford Financial Management Inc. 0.00% No change 137 $10K
Motiv8 Investments LLC 0.01% New 131 $10K
SJS Investment Consulting Inc. 0.00% No change 135 $10K
Global Trust Asset Management, LLC 0.00% No change 132 $10K
Legacy Wealth Managment, LLC 0.00% No change 125 $9K
MidFirst Bank 0.00% — 125 $9K
Peoples Financial Services Corp. 0.00% No change 120 $9K
Richardson Financial Services Inc. 0.00% New 112 $8K
Manning & Napier Advisors LLC 0.00% No change 105 $8K
United Financial Planning Group LLC 0.00% Add +1.9% 105 $8K
Holos Integrated Wealth LLC 0.00% No change 101 $8K
Key Capital Management, INC 0.01% — 100 $7K
Rialto Wealth Management, LLC 0.00% No change 99 $7K
Creative Capital Management Investments LLC 0.00% No change 93 $7K
Sunbelt Securities, Inc. 0.00% No change 89 $7K
Darwin Wealth Management, LLC 0.00% Add +1.2% 84 $6K
Delos Wealth Advisors, LLC 0.00% No change 76 $6K
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
Steph & Co. 0.00% New 44 $3K
Financial Consulate, Inc. 0.00% Reduce -57.3% 44 $3K
Redmont Wealth Advisors LLC 0.00% No change 40 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $3K
Keating Financial Advisory Services, Inc. 0.00% — 40 $3K
Gen-Wealth Partners Inc 0.00% No change 39 $3K
Strategic Advocates LLC 0.00% Add +140.0% 36 $3K
Turning Point Benefit Group, Inc. 0.00% New 36 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 31 $2K
Fairscale Capital, LLC 0.00% No change 31 $2K
DecisionPoint Financial, LLC 0.00% No change 30 $2K
Country Trust Bank 0.00% No change 30 $2K
Navigoe, LLC 0.00% No change 33 $2K
Wilkerson Advisory Group LLC 0.00% — 18 $1K
Merited Wealth, LLC 0.00% — 18 $1K
Essential Investment Partners LLC 0.00% — 16 $1K
Rakuten Securities, Inc. 0.00% Add +233.3% 10 $736
McIlrath & Eck, LLC 0.00% No change 4 $294

"% 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.