Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q1 2026 (March 31)
1,575holders +38
101new positions
61sold out
4famous investors
$75.09avg. 13F price*

At the end of Q1 2026, 1,575 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 38 from Q4 2025. 101 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($1.9B) 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions101$154.8M
Exits61$196.1M

All 13F filers, Q4 2025 → Q1 2026: 32,157,737 shares bought and 12,493,257 shares sold, net +19,664,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,575 holders

Bank of America Corp. 0.19% Add +4.5% 34,569,513 $2.6B
Morgan Stanley 0.11% Add +11.7% 25,285,044 $1.9B
Northern Trust Corp. 0.17% Add +3.0% 17,534,310 $1.3B
Envestnet Asset Management Inc. 0.22% Add +6.0% 10,815,549 $812.2M
Sanders Capital, LLC 0.89% Add +54.4% 9,979,709 $749.5M
Wells Fargo & Company 0.14% Add +6.5% 9,507,838 $714.0M
UBS Group AG 0.11% Add +24.5% 8,360,920 $627.9M
PNC Financial Services Group, Inc. 0.36% Add +3.0% 8,246,925 $619.3M
Forvis Mazars Wealth Advisors, LLC 10.77% Add +1.6% 7,552,483 $567.2M
Raymond James Financial Inc. 0.15% Add +4.6% 6,562,158 $492.8M
Diversified Trust Co. 7.71% Add +5.6% 5,535,204 $415.7M
CBIZ Investment Advisory Services, LLC 14.69% Reduce -0.6% 5,351,291 $401.9M
CIBC Asset Management Inc 0.89% Add +3.0% 4,857,276 $364.8M
Kestra Investment Management, LLC 6.26% Add +67.5% 4,836,410 $363.2M
Cresset Asset Management, LLC 1.49% Add +1.1% 4,590,646 $344.8M
Blair William & Co. 0.90% Add +53.7% 4,168,625 $313.1M
Janney Montgomery Scott LLC 0.75% Reduce -0.5% 4,019,221 $301.8M
Baird Financial Group, Inc. 0.45% Add +10.8% 3,810,156 $286.1M
WestEnd Advisors, LLC 6.88% Add +1.5% 3,796,683 $285.1M
LPL Financial LLC 0.07% Add +8.6% 3,720,350 $279.4M
HighTower Advisors, LLC 0.29% Reduce -0.8% 3,652,492 $274.3M
Cerity Partners LLC 0.38% Add +14.7% 3,584,206 $269.2M
Stifel Financial Corp. 0.25% Add +5.1% 3,564,351 $267.7M
Vanguard Advisers Inc. 1.03% — 3,512,355 $263.8M
Summit Financial, LLC 3.30% Add +3.4% 3,452,220 $259.3M
Jones Financial Companies LLLP 0.12% Add +20.0% 3,468,500 $253.1M
Lincoln National Corp. 7.21% Reduce -2.1% 3,315,704 $249.0M
Euclidean Capital LLC 62.09% Add +8.5% 3,243,484 $243.6M
Choate Investment Advisors 4.56% Add +4.3% 3,104,806 $233.2M
Goldman Sachs Group Inc. 0.03% Add +33.6% 3,015,894 $226.5M
Brown Advisory Inc. 0.35% Add +8.4% 2,869,966 $215.5M
Johnson Investment Counsel Inc. 1.70% Add +2.5% 2,791,551 $209.6M
Royal Bank of Canada 0.03% Add +10.7% 2,279,616 $171.2M
Victory Capital Management Inc. 0.11% Add +3.0% 2,260,151 $169.7M
Howland Capital Management LLC 6.38% Add +6.1% 2,149,705 $161.4M
Rockefeller Capital Management L.P. 0.28% Add +7.9% 2,132,086 $160.1M
Captrust Financial Advisors 0.28% Reduce -0.5% 2,131,346 $160.1M
Truist Financial Corp. 0.21% Reduce -8.6% 2,066,356 $155.2M
Osborne Partners Capital Management, LLC 7.31% Reduce -0.8% 1,841,563 $138.3M
Schroder Investment Management Group 0.11% Add +84.7% 1,802,320 $131.1M
Commonwealth Equity Services, LLC 0.17% Reduce -1.8% 1,618,530 $121.6M
Strid Group, LLC 14.20% Reduce -8.7% 1,525,762 $114.6M
Laird Norton Wetherby Trust Company, LLC 2.45% Add +5.8% 1,493,141 $112.1M
US Bancorp \de 0.13% Add +7.5% 1,471,557 $110.5M
Creative Planning 0.07% Add +5.0% 1,470,885 $110.5M
Corient Private Wealth LP 0.16% Reduce -3.7% 1,567,158 $110.0M
Voya Financial Advisors, Inc. 10.76% Add +1.6% 1,482,215 $107.9M
JPMorgan Chase & Co. 0.01% Add +17.8% 1,451,207 $105.6M
Harding Loevner LP 1.08% Reduce -27.1% 1,399,374 $105.1M
Osaic Holdings, Inc. 0.14% Add +50.2% 1,304,680 $98.0M
Cetera Investment Advisers 0.10% Add +0.1% 1,275,498 $95.8M
Wealthspire Advisors, LLC 0.75% Add +4.0% 1,267,763 $95.2M
Means Investment Co., Inc. 8.29% Reduce -0.3% 1,264,718 $95.0M
Glassman Wealth Services 11.80% Add +1.0% 1,155,257 $86.8M
Northwestern Mutual Wealth Management Co. 0.05% Add +12.7% 1,120,386 $84.1M
J.Safra Asset Management Corp 4.40% Add +3.9% 1,087,264 $81.7M
Ameriprise Financial Inc. 0.02% Add +13.9% 1,077,047 $80.4M
Pinnacle Associates Ltd. 1.02% Add +4.0% 1,057,394 $79.4M
HB Wealth Management, LLC 0.50% Reduce -0.3% 1,022,660 $76.8M
M Holdings Securities, Inc. 5.03% Reduce -7.8% 896,343 $74.3M
Karpus Management, Inc. 2.29% Add +5.8% 976,719 $73.4M
Wealthcare Capital Management LLC 7.13% Reduce -1.1% 949,678 $71.3M
Cwm, LLC 0.19% Add +6.9% 937,620 $70.4M
Cardinal Point Capital Management ULC 4.17% Add +11.1% 904,871 $68.0M
NewSquare Capital LLC 5.80% Add +1.8% 886,209 $66.6M
Wharton Business Group, LLC 2.50% Reduce -9.5% 881,720 $66.2M
Waverly Advisors, LLC 0.49% Add +4.2% 876,458 $65.8M
Basecamp Wealth Advisors LLC 13.22% Add +13.4% 850,997 $63.9M
Nicholas Hoffman & Company, LLC. 1.43% Add +0.8% 822,511 $61.8M
Flower City Capital 30.83% Add +2.9% 818,248 $61.5M
MML Investors Services, LLC 0.17% Reduce -12.5% 801,535 $60.2M
Patriot Investment Management Group, Inc. 3.80% Reduce -5.3% 791,802 $59.5M
Compton Wealth Advisory Group, LLC 12.64% Reduce -1.5% 745,670 $56.7M
Madison Asset Management, LLC 0.69% Add +48.4% 737,912 $55.4M
Moneta Group Investment Advisors LLC 0.42% Reduce -1.5% 735,263 $55.2M
Nisa Investment Advisors, LLC 0.20% Reduce -1.1% 729,000 $54.7M
Sage Financial Group Inc. 3.54% Add +9.0% 724,907 $54.4M
St. Louis Trust Co 6.35% Reduce -1.2% 724,403 $54.4M
Efficient Advisors, LLC 3.86% Reduce -17.8% 723,486 $54.3M
Mather Group, Llc. 0.54% Reduce -2.8% 722,611 $54.3M
Cullen/Frost Bankers, Inc. 0.62% Reduce -1.0% 721,960 $54.2M
Fort Washington Investment Advisors Inc. 0.30% Add +6.0% 721,405 $54.2M
F/m Investments LLC 3.60% Add +466.9% 721,102 $54.2M
Dunhill Financial, LLC 12.76% Add +11.8% 728,621 $54.1M
Assetmark, Inc. 0.11% Reduce -3.0% 693,556 $52.1M
Verus Financial Partners, Inc. 4.65% Reduce -0.6% 643,775 $51.8M
Blankinship & Foster, LLC 11.05% Add +2.8% 665,214 $50.0M
Bridges Investment Management Inc. 0.67% Add +2.9% 662,141 $49.7M
Topsail Wealth Management, LLC 7.14% Reduce -0.7% 644,313 $48.4M
Valmark Advisers, Inc. 0.57% Reduce -0.5% 640,486 $48.1M
Pasadena Private Wealth, LLC 6.69% Reduce -10.9% 639,169 $48.0M
Focus Partners Wealth 0.05% Add +4.4% 630,988 $47.4M
Fifth Third Bancorp 0.09% Add +37.4% 623,527 $46.8M
Federation des caisses Desjardins du Quebec 0.16% Reduce -11.7% 609,926 $45.8M
Cornerstone Advisors Asset Management, LLC 6.99% Add +1.1% 602,821 $45.3M
Evercore Wealth Management, LLC 0.71% Add +56.9% 601,164 $45.1M
Henshaw Capital LLC 1.66% No change 596,273 $44.8M
BIP Wealth, LLC 1.82% Reduce -7.0% 596,151 $44.8M
Wrenne Financial Planning LLC 16.66% Add +3.7% 565,858 $42.5M
MilWealth Group LLC 9.95% Reduce -1.3% 556,531 $41.8M
Vanguard National Trust Co 2.60% — 549,612 $41.3M
Bank of Montreal 0.02% Add +15.7% 545,595 $41.0M
Caprock Group, LLC 0.99% Add +6.5% 544,179 $40.9M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.6% 542,494 $40.7M
Bailard, Inc. 0.93% Reduce -0.1% 540,192 $40.6M
Davis R M Inc. 0.71% Add +2.5% 531,338 $39.9M
5th Street Advisors, LLC 17.20% Add +3.6% 528,196 $39.7M
Pinnacle Wealth Management Advisory Group, LLC 2.70% Add +6.2% 525,948 $39.5M
Performa Ltd (US), LLC 8.80% Add +32.6% 517,813 $38.9M
Kestra Advisory Services, LLC 0.15% Add +33.3% 516,112 $38.8M
LRI Investments, LLC 3.43% Add +1.3% 515,285 $38.7M
Mercer Global Advisors Inc. 0.06% Add +1.3% 513,918 $38.6M
AllGen Financial Advisors, Inc. 9.00% Reduce -1.7% 504,977 $37.9M
Threadgill Financial, LLC 11.01% Add +42.1% 504,564 $37.9M
Mariner, LLC 0.04% Add +24.6% 495,702 $37.2M
Standpoint Asset Management, LLC 8.97% Reduce -3.5% 492,300 $37.0M
Sentinel Trust Co. Lba 3.64% Reduce -0.0% 488,175 $36.7M
AQR Capital Management 0.02% Add +11.9% 479,517 $36.0M
Luminvest Wealth Management LLC 9.40% Add +1.3% 467,861 $35.9M
Charter Oak Capital Management, LLC 2.77% Reduce -7.5% 474,940 $35.7M
Stonebridge Capital Advisors LLC 2.50% Add +27.2% 474,757 $35.7M
M&T Bank Corp 0.12% Add +14.0% 474,613 $35.6M
Leonard Rickey Investment Advisors P.L.L.C. 5.99% Reduce -1.2% 461,115 $34.6M
Alliancebernstein L.P. 0.01% Add +369.3% 467,878 $34.4M
Albion Financial Group 2.14% Add +0.7% 442,365 $33.2M
Sage Financial Management Group, Inc. 10.18% Reduce -1.0% 441,125 $33.1M
Bluestem Financial Advisors, LLC 12.65% Add +1.5% 436,044 $32.7M
United Capital Financial Advisors, LLC 0.20% Add +2.9% 435,838 $32.7M
Mullooly Asset Management, Inc. 11.94% Reduce -0.9% 430,756 $32.3M
Bank of New York Mellon Corp 0.01% Reduce -6.5% 427,083 $32.1M
Roble, Belko & Company, Inc 3.94% Reduce -2.8% 413,033 $31.0M
Avion Wealth 6.41% Add +11.6% 412,871 $31.0M
Savant Capital, LLC 0.15% Add +1.1% 402,318 $30.2M
FC Advisory LLC 8.69% Reduce -1.3% 396,434 $29.8M
Somnio Financial Group, LLC 19.51% Reduce -0.2% 395,432 $29.7M
Avior Wealth Management, LLC 0.84% Reduce -1.1% 392,275 $29.5M
Destination Wealth Management 0.76% New 391,607 $29.4M
Wealthcare Advisory Partners LLC 0.57% Add +17.5% 391,062 $29.4M
Granby Capital Management, LLC 16.79% Reduce -4.4% 390,000 $29.3M
Associated Banc-Corp 0.77% Add +17.1% 385,308 $28.9M
FMR LLC 0.00% Add +26.8% 380,330 $28.6M
Agf Management Ltd. 0.13% Add +0.3% 377,979 $28.4M
Cambient Family Office, LLC 3.91% Add +18.9% 372,903 $28.0M
First Horizon Corp. 1.17% Add +11.9% 372,204 $28.0M
Pathstone Holdings, LLC 0.11% Add +5.1% 371,264 $27.9M
Stratos Investment Management, LLC 1.11% Reduce -2.3% 369,852 $27.8M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -29.4% 365,300 $27.6M
Van Cleef Asset Management,Inc 2.94% Reduce -0.9% 363,150 $27.3M
Telos Capital Management, Inc. 2.56% Add +0.9% 355,790 $26.7M
Thrivent Financial for Lutherans 0.05% Add +88.8% 354,203 $26.6M
Citizens Financial Group Inc. 0.37% Reduce -2.9% 350,933 $26.4M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -18.1% 348,047 $26.1M
&partners 0.13% Add +6.3% 347,817 $26.1M
Whittier Trust Co. 0.29% Add +2.5% 341,669 $26.0M
First American Trust, FSB 1.71% Add +420.7% 338,073 $25.4M
Main Management LLC 1.83% Add +34.3% 334,264 $25.1M
Bessemer Group Inc. 0.04% Reduce -3.3% 333,706 $25.1M
Allworth Financial LP 0.10% Add +1.5% 333,193 $25.0M
Aspiriant, LLC 0.71% Reduce -0.0% 332,975 $25.0M
BLB&B Advisors, LLC 1.03% Add +1.8% 332,907 $25.0M
Newton One Investments LLC 6.73% Reduce -10.0% 330,131 $24.8M
River Wealth Advisors LLC 2.83% Add +31.8% 327,769 $24.6M
Optas, LLC 3.72% Add +0.4% 327,071 $24.6M
Stonehage Fleming Financial Services Holdings Ltd 0.88% Add +27.7% 321,991 $24.2M
DAVENPORT & Co LLC 0.13% Add +8.0% 320,974 $24.1M
Clear Harbor Asset Management, LLC 1.59% Add +0.6% 304,965 $22.9M
Natixis Advisors, LLC 0.03% Add +4.5% 304,030 $22.8M
Hall Capital Management Co. Inc. 8.02% Add +18.4% 277,276 $22.4M
Boston Standard Wealth Management, LLC 3.64% Reduce -1.9% 292,105 $22.2M
Tolleson Wealth Management, Inc. 3.20% Reduce -1.6% 292,129 $21.9M
Firestone Capital Management 4.57% Add +5.3% 292,117 $21.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.32% Add +16.3% 291,331 $21.9M
Park Avenue Securities LLC 0.17% Add +19.9% 289,692 $21.8M
CKW Financial Group 2.36% Reduce -2.1% 284,316 $21.6M
Bartlett & Co. Wealth Management LLC 0.28% Add +4.9% 268,687 $21.5M
Define Financial, LLC 11.67% Add +1.4% 286,389 $21.5M
TL Private Wealth 8.34% Reduce -1.5% 266,878 $21.1M
Five Pine Wealth Management 12.84% Reduce -1.3% 275,154 $20.7M
Berkshire Asset Management LLC 0.87% Add +6.6% 270,017 $20.3M
Sandy Cove Advisors, LLC 6.03% Add +11.3% 268,309 $20.2M
Mb, Levis & Associates, LLC 8.33% Add +0.1% 265,807 $20.0M
Beacon Wealthcare LLC 6.94% Add +0.5% 262,154 $19.7M
Chesley Taft & Associates LLC 0.82% Reduce -0.1% 261,536 $19.6M
Harel Insurance Investments & Financial Services Ltd. 0.13% Reduce -19.7% 257,145 $19.3M
Ballentine Partners, LLC 0.27% Add +9.0% 254,680 $19.1M
Stephens Inc. 0.24% Add +1.1% 254,340 $19.1M
ETF Portfolio Partners, Inc. 5.01% Add +2.2% 253,957 $19.1M
Lido Advisors, LLC 0.07% Reduce -7.2% 251,081 $18.9M
Joel Isaacson & Co., LLC 0.62% Add +1.0% 248,724 $18.7M
NewEdge Wealth, LLC 0.22% Add +22.9% 247,158 $18.6M
Coldstream Capital Management Inc. 0.23% Add +9.8% 244,190 $18.3M
Empower Advisory Group, LLC 0.05% Reduce -18.1% 243,932 $18.3M
Ballast, Inc. 4.23% Add +0.3% 243,788 $18.3M
Kestra Private Wealth Services, LLC 0.22% Add +61.4% 236,763 $17.8M
Coston, McIsaac & Partners 4.00% Add +4.6% 236,130 $17.7M
Woodmont Investment Counsel LLC 1.09% Add +0.7% 234,917 $17.6M
Beacon Pointe Advisors, LLC 0.09% Add +100.7% 233,609 $17.5M
Evergreen Capital Management LLC 0.37% Add +2.0% 225,690 $16.9M
DRW Securities, LLC 0.92% Add +93.3% 225,062 $16.9M
SouthState Bank Corp 0.79% Reduce -6.3% 224,406 $16.9M
Wesbanco Bank Inc. 0.46% Add +0.7% 222,804 $16.7M
OpenArc Corporate Advisory, LLC 0.24% Add +133.3% 221,523 $16.6M
WASHINGTON TRUST Co 0.55% Add +12.1% 216,408 $16.3M
JMG Financial Group, Ltd. 0.44% Reduce -2.8% 214,457 $16.1M
Hegarty Advisors, LLC 12.60% Add +5.2% 212,817 $16.0M
Dakota Wealth Management 0.35% Add +8.7% 212,526 $16.0M
NewEdge Advisors, LLC 0.06% Reduce -7.2% 212,296 $15.9M
Scissortail Wealth Management, LLC 3.19% Reduce -4.1% 211,226 $15.9M
Journey Beyond Wealth, LLC 13.56% Reduce -13.5% 210,246 $15.8M
MAI Capital Management 0.09% Add +2.9% 210,158 $15.8M
Baltimore-Washington Financial Advisors, Inc. 0.68% Add +8.0% 208,402 $15.7M
Financial Solutions Advisory Group, Inc. 2.15% — 207,467 $15.6M
LaSalle St. Investment Advisors, LLC 2.19% Reduce -0.7% 207,374 $15.6M
Clearstead Advisors, LLC 0.14% Add +141.7% 207,361 $15.6M
Axis Capital Holdings Ltd. 5.75% Add +41.5% 207,150 $15.6M
Pinnacle Financial Partners, Inc. 0.12% Add +37.5% 205,295 $15.4M
Independent Advisor Alliance 0.16% New 201,882 $15.2M
Astoria Strategic Wealth, Inc. 3.84% Reduce -2.5% 201,616 $15.1M
Wealthfront Advisers LLC 0.03% Add +40.4% 200,407 $15.1M
Avalon Advisory Group 6.07% Add +2.3% 200,400 $15.1M
Wedmont Private Capital 0.48% Add +101.8% 189,589 $15.0M
Susquehanna International Group, LLP 0.02% Add +528.2% 199,889 $15.0M
AMG National Trust Bank 0.33% Add +8.5% 199,451 $15.0M
OneDigital Investment Advisors LLC 0.14% Reduce -20.4% 197,018 $14.8M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -0.5% 196,053 $14.7M
AlphaCore Capital LLC 0.35% Reduce -1.2% 195,603 $14.7M
Triune Financial Partners, LLC 3.47% Reduce -4.3% 194,556 $14.6M
Sanctuary Advisors, LLC 0.08% Reduce -1.9% 194,479 $14.6M
Hillcrest Wealth Advisors - NY, LLC 5.87% Reduce -0.0% 192,979 $14.5M
Circle Wealth Management, LLC 0.21% No change 192,702 $14.5M
Quantinno Capital Management LP 0.02% Add +27.1% 192,211 $14.4M
Williams Financial, LLC 8.32% Reduce -1.5% 190,265 $14.3M
First National Bank of Omaha 0.44% Reduce -3.1% 195,581 $14.3M
Stratos Wealth Advisors, LLC 0.85% Add +1.6% 182,943 $13.7M
Berkeley Capital Partners, LLC 3.18% Add +38.4% 182,629 $13.7M
Compass Planning Associates Inc 8.76% Add +7.7% 182,408 $13.7M
D.A. Davidson & Co. 0.08% Reduce -10.6% 179,196 $13.5M
SCS Capital Management LLC 0.14% Reduce -1.3% 178,938 $13.4M
Pinnacle Financial Group, LLC / IL 3.58% Add +8.5% 173,767 $13.0M
Twelve Points Wealth Management LLC 2.83% Add +2.8% 171,305 $12.9M
Quest Investment Management LLC 1.49% Add +3.0% 169,766 $12.7M
Curi Capital, LLC 0.23% Add +3.5% 168,204 $12.6M
Seeds Investor LLC 1.71% Reduce -8.6% 155,390 $12.5M
VERITY Wealth Advisors 8.10% Reduce -1.2% 161,483 $12.1M
Idaho Trust Co 3.94% Add +7.7% 161,358 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -31.1% 159,024 $12.1M
Ifrah Financial Services, Inc. 3.17% Reduce -3.9% 159,816 $12.0M
Accredited Investors Inc. 0.65% Add +6.6% 159,436 $12.0M
Heritage Investors Management Corp. 0.36% Reduce -1.4% 158,323 $11.9M
CIBC Bancorp USA Inc. 0.02% — 157,596 $11.8M
Farther Finance Advisors, LLC 0.11% Add +11.9% 154,444 $11.8M
VSM Wealth Advisory, LLC 3.46% Reduce -0.2% 154,388 $11.6M
Main Street Group, LTD 3.69% New 153,921 $11.6M
Bahl & Gaynor LLC 0.06% Add +9.0% 153,844 $11.6M
Gotham Asset Management 0.04% Add +122.1% 152,538 $11.5M
Tiff Advisory Services, LLC 2.57% New 152,013 $11.4M
Stone Loft Wealth Management LLC 8.04% Add +7.3% 149,800 $11.2M
BNP Paribas Financial Markets 0.01% Add +18.2% 149,432 $11.2M
Equitable Holdings, Inc. 0.07% Add +9.2% 150,488 $11.1M
Topor & Co. Korea 9.32% Reduce -7.1% 146,777 $11.0M
Whittier Trust Co. of Nevada Inc. 0.23% Reduce -1.7% 144,924 $11.0M
OLIO Financial Planning 3.03% Add +1.6% 145,683 $10.9M
Retirement Financial Solutions, LLC 3.08% New 143,460 $10.8M
TruWealth Advisors, LLC 0.52% Reduce -3.6% 143,078 $10.7M
Kovack Advisors, Inc. 0.58% Add +650.9% 141,288 $10.7M
BlackRock, Inc. 0.00% Reduce -78.1% 142,576 $10.7M
Atria Investments, Inc 0.12% Reduce -7.9% 141,823 $10.7M
Pure Financial Advisors, LLC 0.15% Add +2.3% 141,311 $10.6M
Chatham Capital Group, Inc. 1.53% Add +1.1% 140,755 $10.6M
Steward Partners Investment Advisory, LLC 0.05% Add +12.0% 140,224 $10.5M
Discipline Wealth Solutions, LLC 1.10% Add +771.5% 139,436 $10.5M
Cherry Tree Wealth Management, LLC 2.21% Reduce -1.6% 139,109 $10.4M
Financial Engines Advisors L.L.C. 0.02% Reduce -0.1% 137,339 $10.3M
Balanced Wealth Group LLC 3.65% Add +1.4% 135,689 $10.2M
Kraft, Davis & Associates, LLC 2.15% Add +2.3% 124,865 $10.1M
One Capital Management, LLC 0.27% Reduce -1.6% 133,088 $10.0M
Migdal Insurance & Financial Holdings Ltd. 0.09% Add +83.1% 132,561 $10.0M
Apella Capital, LLC 0.14% Reduce -2.0% 119,446 $9.8M
Northeast Investment Management 0.40% Add +72.7% 129,441 $9.7M
Financial Management Professionals, Inc. 1.09% Reduce -0.6% 129,012 $9.7M
Coastal Bridge Advisors, LLC 0.68% Add +0.3% 128,474 $9.6M
Brighton Jones LLC 0.21% Add +1.2% 128,257 $9.6M
Lodestar Private Asset Management LLC 0.95% Add +7.7% 128,205 $9.6M
Beaird Harris Wealth Management, LLC 0.65% Reduce -3.8% 127,128 $9.5M
Commerce Bank 0.05% Add +5.1% 124,070 $9.3M
Sequoia Financial Advisors, LLC 0.05% Add +23.9% 122,649 $9.2M
Cary Street Partners Financial LLC 0.22% Add +4.1% 119,587 $9.0M
Quantum Capital Management, LLC / NJ 1.15% Reduce -3.0% 119,269 $9.0M
Ti-Trust, Inc. 5.30% Add +0.6% 118,749 $8.9M
Perigon Wealth Management, LLC 0.16% Add +1.0% 116,912 $8.8M
Liberty Wealth Management LLC 1.08% Reduce -1.3% 114,712 $8.6M
Lam Group, Inc. 4.71% No change 114,192 $8.6M
WBH Advisory Inc. 0.64% Add +0.1% 112,282 $8.5M
Hartmann Taylor Wealth Management, LLC 5.63% Add +3.6% 113,372 $8.5M
Welch & Forbes LLC 0.11% Add +1.6% 112,579 $8.5M
Advisory Services Network, LLC 0.11% Add +7.2% 112,312 $8.4M
Balentine LLC 0.34% No change 112,028 $8.4M
Richmond Investment Services, LLC 1.34% Reduce -19.0% 110,427 $8.3M
Columbia River Financial Group, LLC 4.75% Add +3.5% 109,075 $8.2M
PDS Planning, Inc 0.54% Add +1.9% 108,870 $8.2M
Centennial Bank 2.87% Add +19.2% 106,571 $8.0M
Grange Capital, LLC 7.95% Add +5.7% 106,297 $8.0M
Brave Asset Management Inc. 1.89% Add +5.1% 105,611 $7.9M
Twin Focus Capital Partners, LLC 0.91% No change 105,434 $7.9M
PFG Advisors 0.38% Add +2.4% 104,683 $7.9M
Baker Avenue Asset Management, LP 0.18% New 104,518 $7.8M
Goldstone Financial Group, LLC 0.85% Reduce -18.7% 103,907 $7.8M
VestGen Advisors, LLC 0.22% Add +840.8% 93,579 $7.7M
ASL Financial, LLC 6.12% Add +13.1% 102,068 $7.7M
Kiley Juergens Wealth Management, LLC 1.35% Add +6.0% 101,964 $7.7M
Agate Pass Investment Management, LLC 2.99% Reduce -1.1% 101,740 $7.6M
Zions Bancorporation, National Association 0.49% Reduce -81.4% 101,664 $7.6M
Barrett & Company, Inc. 2.62% Add +2.8% 101,353 $7.6M
Advocate Group LLC 1.19% Add +12.3% 101,008 $7.6M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -0.7% 100,567 $7.6M
Fee-Only Financial Planning, L.C. 4.54% Reduce -0.2% 100,181 $7.5M
Chilton Investment Co. Inc. 0.18% New 99,290 $7.5M
Phillips Financial Management, LLC 0.54% Reduce -14.5% 99,230 $7.5M
Hughes Financial Services, LLC 1.14% Reduce -0.4% 99,157 $7.4M
Trust Point Inc. 0.64% Reduce -29.7% 98,431 $7.4M
QRG Capital Management, Inc. 0.08% Add +6.1% 98,280 $7.4M
Archvest Wealth Advisors, Inc. 4.74% Reduce -8.0% 97,926 $7.4M
Avidian Wealth Enterprises, LLC 0.23% Reduce -0.8% 97,606 $7.3M
Junk Investment Group, LLC 3.83% — 97,316 $7.3M
Freestone Capital Holdings, LLC 0.22% Reduce -2.5% 97,224 $7.3M
AlTi Global, Inc. 0.16% Add +13.3% 95,328 $7.2M
Tower Bridge Advisors 0.69% New 95,235 $7.2M
Altura Wealth Advisors Inc. 3.09% Reduce -0.0% 94,267 $7.1M
Breakwater Investment Management 2.63% Add +0.7% 94,192 $7.1M
Industrial Alliance Investment Management Inc. 4.23% No change 94,136 $7.1M
Simon Quick Advisors, LLC 0.32% Reduce -5.4% 93,753 $7.0M
MorganRosel Wealth Management, LLC 2.77% Reduce -13.0% 93,360 $7.0M
Modern Wealth Management, LLC 0.12% Reduce -6.3% 91,494 $7.0M
Franklin Resources Inc. 0.00% Add +3.5% 92,185 $6.9M
IFP Advisors, Inc 0.14% Reduce -2.9% 92,086 $6.9M
North Star Asset Management Inc. 0.30% Add +0.5% 91,941 $6.9M
GreatBanc Trust CO 4.80% Add +5.3% 91,430 $6.9M
Virtue Capital Management, LLC 1.03% Add +46.3% 93,497 $6.8M
Platt Investment Counsel, LLC 5.24% New 90,544 $6.8M
TD Waterhouse Canada Inc. 0.02% Add +85.1% 89,206 $6.8M
Nwam LLC 0.39% Reduce -0.2% 90,260 $6.8M
CacheTech Inc. 1.30% Reduce -1.8% 89,822 $6.7M
Burling Wealth Partners, LLC 1.08% Add +19.9% 89,032 $6.7M
Wealthspire Retirement, LLC 0.40% Add +7.8% 88,029 $6.6M
Indie Asset Partners, LLC 7.52% Add +8.7% 87,855 $6.6M
Sightline Wealth Advisors, LLC 2.79% Add +40.1% 87,829 $6.6M
Citigroup Inc. 0.00% Add +14.0% 87,364 $6.6M
Integrated Advisors Network LLC 0.34% Add +2.1% 86,854 $6.5M
Tennessee Valley Asset Management Partners 0.86% Add +2.6% 86,269 $6.5M
Apollon Wealth Management, LLC 0.10% Add +40.9% 85,160 $6.4M
Adams Wealth Management 1.40% Reduce -2.5% 84,996 $6.4M
Arkadios Wealth Advisors 0.10% Add +70.0% 84,206 $6.3M
MeadowBrook Investment Advisors LLC 5.69% Add +1.4% 83,984 $6.3M
Beaumont Asset Management, L.L.C. 2.81% Add +30.7% 83,081 $6.2M
BBR Partners, LLC 0.34% Reduce -1.8% 82,258 $6.2M
IMA Advisory Services, Inc. 0.59% Add +0.8% 80,837 $6.1M
HSBC Holdings PLC 0.00% Reduce -0.3% 79,799 $6.0M
Arbor Wealth Management LLC\AZ 5.80% Add +0.7% 78,415 $5.9M
Peapack Gladstone Financial Corp. 0.07% Add +1.6% 77,797 $5.8M
Old Mission Capital LLC 0.14% Reduce -72.0% 77,479 $5.8M
Compass Ion Advisors, LLC 0.55% Reduce -0.7% 77,206 $5.8M
Watershed Asset Management, L.L.C. 5.89% No change 75,739 $5.7M
Black Diamond Financial, LLC 0.62% Add +5.9% 75,733 $5.7M
Concurrent Investment Advisors, LLC 0.06% Add +23.1% 75,722 $5.7M
Turtle Creek Wealth Advisors, LLC 0.43% Add +6.2% 75,451 $5.7M
Facet Wealth, Inc. 0.10% Add +3.4% 75,356 $5.7M
Wilson & Boucher Capital Management, LLC 3.74% Add +4.6% 75,013 $5.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +200.8% 74,874 $5.6M
CGN Advisors LLC 0.44% Reduce -1.8% 74,757 $5.6M
Strategic Wealth Investment Group, LLC 0.71% Add +11.3% 74,635 $5.6M
Private Advisor Group, LLC 0.03% Add +6.3% 74,475 $5.6M
Absolute Capital Management, LLC 1.83% Add +34.1% 73,500 $5.5M
Gladwyn Financial Advisors, Inc. 3.82% Reduce -3.9% 73,036 $5.5M
Pine Valley Investments Ltd Liability Co 0.26% Add +1.9% 72,078 $5.4M
3Chopt Investment Partners, LLC 1.23% Add +1.5% 71,784 $5.4M
PW Nova Financial Services LLC 1.46% Add +24.8% 71,430 $5.4M
Valley Financial Group, Inc. 2.89% Reduce -3.7% 71,423 $5.4M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -14.0% 70,956 $5.3M
Valpey Financial Services, LLC 3.46% Reduce -5.5% 70,891 $5.3M
Fiduciary Financial Group, LLC 0.69% Add +5.9% 69,569 $5.2M
Parsons Capital Management Inc. 0.24% Add +28.4% 69,468 $5.2M
HUB Investment Partners, LLC 0.13% Add +369.0% 68,483 $5.1M
Disciplined Investors, L.L.C. 3.06% Add +0.4% 68,459 $5.1M
Kingsview Wealth Management, LLC 0.07% Add +0.3% 68,309 $5.1M
Addis & Hill, Inc 3.10% Add +0.9% 67,828 $5.1M
Graves Light Lenhart Wealth, Inc. 0.53% Reduce -0.5% 67,749 $5.1M
Asset Allocation & Management Company, LLC 1.89% Add +16.6% 67,440 $5.1M
Rwa Wealth Partners, LLC 0.06% Add +8.9% 67,139 $5.0M
Next Level Wealth Planning, LLC 2.59% Reduce -7.0% 67,118 $5.0M
Portland Global Advisors LLC 0.53% No change 66,552 $5.0M
Trilogy Capital Inc. 0.22% Add +1060.8% 66,248 $5.0M
Simplicity Wealth,LLC 0.28% Add +5.7% 66,174 $5.0M
Cadence Wealth Management LLC 2.07% Reduce -0.4% 66,097 $5.0M
Sawgrass Asset Management LLC 0.75% Reduce -0.1% 65,953 $5.0M
Creekside Partners 2.04% Add +6.6% 65,890 $4.9M
Ritholtz Wealth Management 0.09% Reduce -3.1% 65,461 $4.9M
Fiducient Advisors LLC 0.64% Reduce -5.1% 64,992 $4.9M
Lanark Financial, Inc. 0.37% Add +12.0% 64,952 $4.9M
Advisor OS, LLC 0.35% Add +9.1% 64,355 $4.8M
Ramiah Investment Group 4.19% Add +4.7% 63,873 $4.8M
Allegiance Financial Group Advisory Services LLC 0.95% Reduce -12.6% 63,691 $4.8M
GFS Advisors, LLC 0.31% Reduce -15.2% 63,562 $4.8M
Fiduciary Trust Co 0.06% Reduce -1.3% 63,156 $4.7M
Alta Advisers Ltd 1.71% Reduce -4.1% 63,036 $4.7M
Kelsey Financial, LLC 4.08% Reduce -12.5% 62,172 $4.7M
Mosaic Advisors LLC 6.97% No change 57,705 $4.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 61,629 $4.6M
Coastline Trust Co 0.46% Add +1.7% 61,350 $4.6M
FAS Wealth Partners, Inc. 0.29% Add +3844.5% 61,297 $4.6M
Squarepoint Ops LLC 0.01% Add +129.1% 60,972 $4.6M
Vise Technologies, Inc. 0.09% No change 61,405 $4.5M
Prospera Financial Services Inc 0.07% Add +6.5% 60,055 $4.5M
Principia Wealth Advisory, LLC 2.55% Reduce -16.8% 60,055 $4.5M
Bluespring Wealth Management, LLC 0.39% Reduce -1.9% 59,721 $4.5M
Roundview Capital LLC 0.28% Add +20.7% 59,374 $4.5M
Dorsey & Whitney Trust CO LLC 0.24% Add +3.0% 59,007 $4.4M
Prospera Capital Management, LLC 2.19% Add +1.0% 58,210 $4.4M
Foundation Wealth Management, LLC\PA 1.53% Reduce -3.4% 57,933 $4.4M
National Bank of Canada 0.00% Add +14.0% 57,400 $4.3M
M3 Wealth Management, LLC 3.32% Add +10.3% 57,390 $4.3M
O'shaughnessy Asset Management, LLC 0.02% Add +46.5% 57,213 $4.3M
Stratos Wealth Partners, LTD. 0.05% Add +6.0% 57,058 $4.3M
Northstar Group, Inc. 0.63% Add +6.5% 57,053 $4.3M
DF Dent & Co. Inc. 0.08% Reduce -2.4% 57,018 $4.3M
Greenleaf Trust 0.04% Reduce -4.9% 56,085 $4.2M
Professional Financial Advisors, LLC 0.85% Add +1.2% 55,879 $4.2M
Alpine Bank Wealth Management 0.61% No change 55,705 $4.2M
Cibc World Market Inc. 0.01% Add +3.8% 54,948 $4.1M
Algorithmic Investment Models, LLC 5.09% Reduce -2.4% 54,939 $4.1M
JNBA Financial Advisors 0.34% Reduce -1.0% 54,858 $4.1M
HRT Financial LP 0.01% New 54,725 $4.1M
Allen Investment Management, LLC 0.05% Add +93.1% 54,625 $4.1M
Kingswood Wealth Advisors, LLC 0.19% Reduce -1.3% 54,201 $4.1M
Summit Trail Advisors, LLC 0.06% Add +50.0% 54,148 $4.1M
Fiduciary Advisors, Inc. 3.05% Add +0.1% 54,119 $4.1M
Insigneo Advisory Services, LLC 0.29% Add +38.6% 53,754 $4.0M
TrueWealth Financial Partners 1.60% New 53,320 $4.0M
Newman Dignan & Sheerar, Inc. 0.84% Add +5.5% 52,878 $4.0M
Values Added Financial LLC 1.66% No change 52,632 $4.0M
Howe & Rusling Inc. 0.26% Add +11.0% 52,520 $3.9M
Clark Asset Management, LLC 0.37% Add +0.9% 52,442 $3.9M
Aufman Associates Inc 1.93% Reduce -1.3% 52,248 $3.9M
Merit Financial Group, LLC 0.03% Add +33.0% 52,044 $3.9M
Sage Mountain Advisors LLC 0.27% Add +0.0% 51,903 $3.9M
Carret Asset Management, LLC 0.38% Add +9.5% 51,802 $3.9M
Keybank National Association 0.01% Add +15.2% 51,765 $3.9M
Webster Bank, N. A. 0.36% Add +13.7% 51,248 $3.8M
Parallel Advisors, LLC 0.07% Add +14.1% 51,143 $3.8M
TD Private Client Wealth LLC 0.08% Add +14.2% 51,097 $3.8M
Daymark Wealth Partners, LLC 0.12% Add +1.1% 50,971 $3.8M
Howard Wealth Management, LLC 1.61% Add +9.9% 50,913 $3.8M
W1M Asset Management Ltd 0.04% Add +4.7% 50,886 $3.8M
Fermata Advisors, LLC 0.86% Add +140.1% 50,732 $3.8M
Evanson Asset Management, LLC 0.20% Add +9.0% 50,441 $3.8M
Washington Growth Strategies LLC 2.47% Reduce -15.3% 50,329 $3.8M
Intrepid Family Office LLC 3.27% No change 50,000 $3.8M
Integrated Wealth Concepts LLC 0.03% Add +17.1% 49,994 $3.8M
Wealthcare Capital Partners, LLC 1.75% Add +0.1% 49,809 $3.7M
Farnam Financial LLC 3.07% Add +3.0% 49,730 $3.7M
Abacus Planning Group, Inc. 0.50% Add +31.0% 49,690 $3.7M
Ieq Capital, LLC 0.02% Reduce -11.1% 49,514 $3.7M
Wilmington Savings Fund Society, FSB 0.09% Add +1.3% 49,498 $3.7M
Beacon Bank & Trust 0.76% Reduce -4.1% 49,433 $3.7M
Cary Street Partners Investment Advisory LLC 0.93% Reduce -3.1% 48,703 $3.7M
Great Valley Advisor Group, Inc. 0.07% Add +17.0% 48,547 $3.6M
Mgo One Seven LLC 0.07% Reduce -1.4% 47,771 $3.6M
Klingman & Associates, LLC 0.17% Reduce -7.9% 47,597 $3.6M
Upper Left Wealth Management, LLC 2.11% Reduce -7.3% 47,561 $3.6M
Benchmark Financial Wealth Advisors, LLC 0.99% Reduce -10.6% 47,456 $3.6M
Kendall Capital Management 0.73% Add +28.5% 47,147 $3.5M
Sigma Planning Corp 0.10% Add +2.4% 47,018 $3.5M
Bleakley Financial Group, LLC 0.06% Add +0.4% 46,909 $3.5M
Cloud Capital Management, LLC 1.53% Reduce -2.2% 46,745 $3.5M
Security Financial Services, INC. 0.55% Reduce -2.5% 46,179 $3.5M
Ascentis Independent Advisors 0.26% Add +311.0% 45,492 $3.4M
First PREMIER Bank 0.79% Reduce -13.3% 45,372 $3.4M
Ironwood Financial, llc 0.59% Add +9.5% 45,311 $3.4M
SVRN Asset Management, LLC 3.27% No change 44,976 $3.4M
Flagship Harbor Advisors, LLC 0.15% Add +2.8% 44,847 $3.4M
Lansing Street Advisors 0.85% Reduce -0.9% 44,746 $3.4M
Patten Group, Inc. 0.58% Add +3.7% 44,557 $3.3M
Tortoise Investment Management, LLC 0.27% Reduce -1.6% 44,249 $3.3M
Mayflower Financial Advisors, LLC 0.40% Add +0.9% 44,083 $3.3M
Carnegie Investment Counsel 0.06% Reduce -3.9% 44,022 $3.3M
First Heartland Consultants, Inc. 0.25% Add +15.5% 43,787 $3.3M
Columbus Macro, LLC 0.35% Add +5.2% 43,688 $3.3M
Meridian Wealth Management, LLC 0.12% Add +1.2% 43,511 $3.3M
Tilia Fiduciary Partners, Inc. 1.79% Add +89.9% 43,411 $3.3M
Family Wealth Partners, LLC 1.11% Reduce -0.9% 43,402 $3.3M
Factor Wealth Management LTD 0.61% Reduce -17.8% 43,110 $3.2M
Oppenheimer & Co. Inc. 0.04% Add +25.3% 42,740 $3.2M
Atlas Capital Advisors Inc. 0.37% Reduce -6.8% 42,713 $3.2M
Richard P Slaughter Associates Inc 0.69% Reduce -3.9% 42,565 $3.2M
FRG Family Wealth Advisors LLC 0.52% Add +12.5% 42,350 $3.2M
Lumbard & Kellner, LLC 1.10% Add +1.5% 42,302 $3.2M
Bradley Foster & Sargent Inc. 0.05% Add +0.5% 42,264 $3.2M
Atlantic Private Wealth, LLC 2.07% Add +0.4% 42,257 $3.2M
NYL Investors LLC 1.20% Reduce -13.7% 42,199 $3.2M
Spire Wealth Management 0.11% Reduce -0.3% 41,853 $3.1M
Consolidated Portfolio Review Corp 0.29% No change 41,848 $3.1M
Pine Ridge Advisers LLC 0.22% No change 41,848 $3.1M
Gibson Wealth Advisors LLC 2.10% Reduce -0.6% 41,786 $3.1M
Gibraltar Capital Management, Inc. 0.54% No change 41,485 $3.1M
Financial Advisory Corp 0.43% Add +0.1% 41,391 $3.1M
Compass Advisory Group LLC 0.83% Add +7.9% 41,204 $3.1M
Thompson Siegel & Walmsley LLC 0.05% Reduce -6.8% 41,164 $3.1M
Leavell Investment Management, Inc. 0.13% Add +12.9% 40,710 $3.1M
Navigate Wealth Management, LLC 2.13% — 38,087 $3.0M
Harbour Investments, Inc. 0.05% Add +38.5% 40,388 $3.0M
Stokes Family Office, LLC 0.31% Reduce -13.0% 40,004 $3.0M
Russell Investments Group, Ltd. 0.00% Add +42.0% 39,990 $3.0M
Gateway Wealth Partners, LLC 0.12% Add +121.5% 39,985 $3.0M
West Bancorporation Inc. 1.50% Add +23.7% 39,911 $3.0M
Tred Avon Family Wealth, LLC 0.99% Add +17.8% 39,734 $3.0M
StoneX Group Inc. 0.16% Add +12.7% 39,323 $3.0M
Mission Wealth Management, LP 0.06% Add +14.4% 39,129 $2.9M
Global Wealth Management, LLC 1.58% New 38,709 $2.9M
Two Sigma Securities, LLC 0.33% Add +67.2% 38,377 $2.9M
Bank of New Hampshire 0.66% No change 38,213 $2.9M
Blake Schutter Theil Wealth Advisors, LLC 2.31% Add +569.3% 37,724 $2.8M
Archer Investment Management, LLC 1.18% Reduce -60.1% 37,241 $2.8M
Evergreen Wealth Management, LLC 1.43% Reduce -3.2% 36,882 $2.8M
SWP Financial LLC 1.41% Reduce -5.0% 36,686 $2.8M
Strategic Advisors LLC 0.46% Add +36.4% 36,681 $2.8M
Beacon Investment Advisory Services, Inc. 0.11% Reduce -2.4% 36,634 $2.8M
Betterment LLC 0.01% Add +9.9% 36,328 $2.7M
Snowden Capital Advisors LLC 0.07% Reduce -0.1% 36,315 $2.7M
Financial Planning Navigators CORP 1.19% Add +8.7% 36,269 $2.7M
Flputnam Investment Management Co. 0.04% Reduce -2.9% 36,221 $2.7M
Hamrick Investment Counsel, llc 1.50% Add +6.6% 36,136 $2.7M
Quadrant Private Wealth Management, LLC 0.42% Add +169.4% 36,056 $2.7M
Lowe Brockenbrough & Co. Inc. 0.13% Reduce -0.2% 35,970 $2.7M
Gilman Hill Asset Management, LLC 0.40% Add +4.7% 35,632 $2.7M
Main Street Financial Solutions, LLC 0.20% Add +2.5% 35,564 $2.7M
Cypress Point Wealth Management, LLC 0.57% Add +0.1% 35,452 $2.7M
Synergy Asset Management, LLC 0.28% Add +24.3% 35,438 $2.7M
Composition Wealth, LLC 0.04% Add +10.6% 35,193 $2.6M
Moisand Fitzgerald Tamayo, LLC 0.28% Reduce -2.1% 35,104 $2.6M
Mutual Advisors, LLC 0.06% Reduce -4.1% 35,093 $2.6M
Falcon Wealth Planning 0.18% Add +1.0% 34,827 $2.6M
RFG Advisory, LLC 0.05% Reduce -25.3% 34,680 $2.6M
Post Resch Tallon Group Inc. 2.10% Reduce -5.4% 34,014 $2.6M
Shaker Investments LLC 1.17% Add +96.2% 34,113 $2.6M
IPG Investment Advisors LLC 0.43% Add +4.6% 33,472 $2.5M
True Link Financial Advisors, LLC 0.16% No change 33,452 $2.5M
Cowa, LLC 0.73% Add +0.0% 33,260 $2.5M
Cardiff Park Advisors, LLC 0.20% Add +0.1% 33,229 $2.5M
Trustmark Bank Trust Department 0.16% Add +35.3% 32,835 $2.5M
Harfst & Associates, Inc. 0.44% New 32,677 $2.5M
Baker Ellis Asset Management LLC 0.29% No change 32,626 $2.5M
Truepoint, Inc. 0.05% Reduce -0.4% 32,578 $2.4M
Monograph Wealth Advisors, LLC 0.23% No change 32,565 $2.4M
Red Mountain Financial, LLC 2.30% Reduce -0.0% 32,557 $2.4M
Myecfo, LLC 1.02% Reduce -1.0% 32,495 $2.4M
Minot DeBlois Advisors LLC 2.21% Reduce -1.0% 32,412 $2.4M
CORDA Investment Management, LLC. 0.17% Add +1.4% 32,249 $2.4M
Cornerstone Advisory, LLC 0.23% Add +21.9% 32,021 $2.4M
Staley Capital Advisers Inc. 0.10% Reduce -0.3% 32,015 $2.4M
DT Investment Partners, LLC 0.20% Add +88.7% 31,948 $2.4M
Midwest Trust Co 0.03% Add +20.7% 31,921 $2.4M
Grove Street Fiduciary, LLC 1.05% Add +0.2% 31,601 $2.4M
Kanawha Capital Management LLC 0.17% Reduce -2.0% 31,545 $2.4M
Alpha Capital Advisors Inc. 2.25% Add +2.8% 31,540 $2.4M
Unconventional Investor, LLC 1.12% Reduce -0.5% 31,518 $2.4M
Carroll Advisory Group, LLC 0.92% Reduce -3.3% 31,454 $2.4M
Rothschild Wealth LLC 0.21% Reduce -0.9% 31,433 $2.4M
Mine & Arao Wealth Creation & Management, LLC. 0.99% Add +0.1% 31,380 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.34% Reduce -2.5% 31,342 $2.4M
Legacy Wealth Advisors, LLC 1.20% Add +320.9% 31,289 $2.3M
Grandfield & Dodd, LLC 0.13% No change 31,282 $2.3M
S&co Inc. 0.15% No change 31,256 $2.3M
Burke & Herbert Bank & Trust Co. 0.65% No change 31,240 $2.3M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -8.4% 31,118 $2.3M
Ascent Advisors, LLC 4.28% — 30,207 $2.3M
Financially in Tune, LLC 2.00% Add +2.5% 31,007 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +25.4% 30,922 $2.3M
Smartleaf Asset Management LLC 0.08% Add +16.7% 31,415 $2.3M
Charis Legacy Partners, LLC 3.34% Reduce -0.7% 30,365 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Add +11.5% 30,327 $2.3M
Raffa Wealth Management, LLC 0.35% Reduce -16.5% 30,016 $2.3M
Spinnaker Trust 0.12% Reduce -50.5% 29,975 $2.3M
Tobias Financial Advisors, Inc. 0.31% Add +13.4% 29,950 $2.2M
Shoker Investment Counsel, Inc. 0.67% Reduce -0.5% 29,901 $2.2M
Meridian Wealth Partners, LLC 0.31% Reduce -5.8% 29,606 $2.2M
Purpose Unlimited Inc. 0.09% No change 29,596 $2.2M
Boston Family Office LLC 0.15% Add +1.7% 29,121 $2.2M
FF Advisors,LLC 0.88% Add +3.5% 27,260 $2.2M
CENTRAL TRUST Co 0.04% Add +0.2% 28,880 $2.2M
Milestone Asset Management Group, LLC 1.27% Add +4.5% 28,840 $2.2M
Chapin Davis, Inc. 0.48% Add +12.5% 28,752 $2.2M
EP Wealth Advisors, LLC 0.01% Add +14.2% 28,732 $2.2M
Anderson Hoagland & Co. 0.19% Reduce -0.3% 28,714 $2.2M
Waterloo Capital, L.P. 0.15% Add +105.7% 28,681 $2.2M
Common Fund for Nonprofit Organizations 0.21% Add +0.1% 28,669 $2.2M
Family CFO Inc 0.96% Reduce -0.7% 28,567 $2.1M
Journey Advisory Group, LLC 0.18% Reduce -10.2% 28,508 $2.1M
Manchester Capital Management LLC 0.31% No change 28,424 $2.1M
Hancock Whitney Corp. 0.04% No change 28,117 $2.1M
National Philanthropic Trust 0.02% No change 27,919 $2.1M
Operose Advisors LLC 0.49% Add +0.7% 27,876 $2.1M
Boltwood Capital Management 0.53% Reduce -2.0% 27,644 $2.1M
MBA Advisors LLC 0.79% Add +12.3% 27,521 $2.1M
Koshinski Asset Management, Inc. 0.13% Add +24.7% 27,460 $2.1M
Harbor Investment Advisory, LLC 0.16% Add +9.6% 27,307 $2.1M
American Capital Advisory, LLC 0.83% Reduce -0.5% 27,188 $2.0M
MCF Advisors LLC 0.09% Add +5.8% 27,039 $2.0M
Argent Trust Co 0.07% Add +56.1% 26,972 $2.0M
Partners in Financial Planning 0.33% Reduce -1.3% 26,774 $2.0M
Exencial Wealth Advisors, LLC 0.06% Reduce -7.8% 26,717 $2.0M
Continental Investors Services, Inc. 1.89% Reduce -0.4% 24,079 $2.0M
Warner Financial, Inc. 0.68% Add +3.9% 26,527 $2.0M
Montecito Bank & Trust 0.33% Add +4.5% 26,516 $2.0M
Mayport, LLC 0.37% Add +1.2% 26,188 $2.0M
Signet Financial Management, LLC 0.22% Add +17.9% 26,051 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +74.9% 25,982 $2.0M
Whitegate Investment Counselors, Inc. 0.62% Reduce -1.1% 25,974 $2.0M
Mengis Capital Management, Inc. 0.34% Add +0.4% 25,902 $1.9M
GTS Financial, LLC 1.54% — 32,004 $1.9M
Savvy Advisors, Inc. 0.05% Add +19.9% 25,834 $1.9M
New England Private Wealth Advisors LLC 0.22% Reduce -0.2% 25,607 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -0.1% 25,499 $1.9M
Caliber Wealth Management, LLC / KS 0.21% Reduce -15.4% 25,467 $1.9M
Sage Rhino Capital LLC 0.35% Add +0.5% 25,170 $1.9M
Relyea Zuckerberg Hanson LLC 0.19% Add +10.6% 25,049 $1.9M
Guardsman Private Capital Management, Inc. 1.47% Reduce -5.7% 25,040 $1.9M
Cannon Advisors, Inc. 1.39% Add +2.9% 25,007 $1.9M
Jane Street Group, LLC 0.00% Reduce -99.5% 24,973 $1.9M
R. W. Roge & Company, Inc. 0.89% Add +63.3% 24,891 $1.9M
Joule Financial, LLC 0.54% Add +481.8% 24,885 $1.9M
RS Crum Inc. 0.36% Reduce -0.6% 24,865 $1.9M
AdvisorNet Financial, Inc 0.10% Reduce -8.0% 24,696 $1.9M
Smithfield Trust Co 0.08% Reduce -0.1% 24,757 $1.9M
Saxon Interests, Inc. 0.64% Reduce -0.0% 24,577 $1.8M
Cozad Asset Management Inc. 0.14% Reduce -1.6% 24,511 $1.8M
Financial Insights, Inc. 0.59% No change 24,238 $1.8M
Long Island Wealth Management, Inc. 0.84% Add +10.4% 24,228 $1.8M
Anchor Investment Management, LLC 0.15% Add +18.2% 24,136 $1.8M
Plancorp, LLC 0.05% Add +1.2% 22,845 $1.8M
Visionary Wealth Advisors 0.08% Add +1.1% 23,998 $1.8M
Venture Visionary Partners LLC 0.06% Add +41.5% 23,930 $1.8M
Redwood Family Wealth LLC 1.76% Add +506.9% 23,917 $1.8M
HM Payson & Co. 0.03% Reduce -5.5% 23,896 $1.8M
Bedel Financial Consulting, Inc. 0.21% Add +0.1% 23,849 $1.8M
Semitam Bonam LLC 1.46% Add +1.2% 23,736 $1.8M
Moulton Wealth Management, Inc. 1.21% New 23,619 $1.8M
Capital Investment Advisory Services, LLC 0.13% Reduce -1.6% 23,643 $1.8M
Sjbenen Advisory, LLC 1.48% Reduce -14.7% 23,492 $1.8M
Atlas Brown,Inc. 0.53% Add +3.8% 23,369 $1.8M
Arax Advisory Partners 0.05% Add +52.4% 23,327 $1.8M
Transcend Capital Advisors, LLC 0.14% Reduce -15.4% 23,318 $1.8M
Frankly Finances, LLC 1.58% No change 23,294 $1.7M
Three Bearings Fiduciary Advisors, Inc. 1.69% Add +0.0% 23,283 $1.7M
Sepio Capital, LP 0.09% Reduce -11.0% 23,045 $1.7M
James Investment Research, Inc. 0.19% Add +13.3% 23,035 $1.7M
Brown Brothers Harriman & Co. 0.01% Reduce -16.8% 22,976 $1.7M
Phillips Wealth Planners LLC 1.30% Reduce -4.7% 20,696 $1.7M
Capital Advisors, Ltd. LLC 0.19% Reduce -2.5% 22,752 $1.7M
Brown, Lisle/Cummings, Inc. 0.43% Add +5.6% 22,755 $1.7M
Harpswell Capital Advisors, LLC 1.26% Add +21.1% 22,596 $1.7M
Sand Hill Global Advisors, LLC 0.06% No change 22,506 $1.7M
Archer Investment Corp 0.36% Reduce -2.5% 22,474 $1.7M
Ridgewood Investments LLC 0.69% — 22,353 $1.7M
Atlantic Union Bankshares Corp 0.03% Reduce -20.7% 22,343 $1.7M
Americana Partners, LLC 0.04% Add +20.9% 22,319 $1.7M
WealthCollab, LLC 0.69% Reduce -2.3% 22,282 $1.7M
Smith Partners Wealth Management, LLC 1.48% Reduce -3.2% 22,055 $1.7M
Solstein Capital, LLC 0.68% Reduce -29.4% 22,035 $1.7M
Harrell Investment Partners, LLC 0.39% Add +72.8% 22,016 $1.7M
Camelot Portfolios, LLC 1.24% Reduce -37.9% 21,895 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -23.4% 21,885 $1.6M
Northwest Wealth Management, LLC 0.25% Reduce -3.7% 21,753 $1.6M
Headinvest, LLC 0.33% Add +164.2% 21,665 $1.6M
Shelton Capital Management 0.04% New 21,480 $1.6M
Hill Island Financial LLC 0.39% No change 21,394 $1.6M
White Lighthouse Investment Management Inc. 0.22% Reduce -0.2% 21,387 $1.6M
Florida Trust Wealth Management Co 0.04% Add +0.6% 21,360 $1.6M
Chicago Partners Investment Group LLC 0.04% Add +10.6% 19,957 $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
Wedbush Securities Inc. 0.05% Reduce -0.9% 21,169 $1.6M
Retirement Income Solutions, Inc. 0.27% Add +25.7% 20,926 $1.6M
Gradient Capital Advisors, LLC 0.41% Reduce -2.7% 20,839 $1.6M
Ascent Group, LLC 0.05% Reduce -9.6% 20,822 $1.6M
Briggs Wealth Management, Inc 1.65% Add +1.2% 20,705 $1.6M
Greenhouse Wealth Management, LLC 0.96% Reduce -0.8% 20,620 $1.5M
GLOBALT Investments LLC / GA 0.06% No change 20,610 $1.5M
J. Safra Sarasin Holding AG 0.03% New 20,562 $1.5M
Orcam Financial Group 1.09% Add +3.4% 20,498 $1.5M
Regions Financial Corp. 0.01% Reduce -2.5% 20,444 $1.5M
Shepherd Financial Partners LLC 0.15% Reduce -4.1% 20,439 $1.5M
Connecticut Wealth Management, LLC 0.06% Reduce -1.9% 20,432 $1.5M
Asempa Wealth Advisors 1.33% Reduce -5.5% 19,997 $1.5M
Susquehanna Advisors Group, Inc. 0.10% No change 20,250 $1.5M
LexAurum Advisors, LLC 0.20% — 20,175 $1.5M
WFA of San Diego, LLC 1.22% Reduce -0.1% 20,173 $1.5M
Curbstone Financial Management Corp 0.29% No change 20,028 $1.5M
RBF Capital, LLC 0.07% No change 20,000 $1.5M
Stockman Wealth Management, Inc. 0.17% Reduce -0.2% 19,985 $1.5M
City State Bank 0.39% Add +1.8% 19,892 $1.5M
First Interstate Bank 0.08% Reduce -8.3% 19,812 $1.5M
WealthBridge Investment Counsel Inc. 0.45% Add +5.0% 19,786 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -2.5% 19,745 $1.5M
Novak & Powell Financial Services, Inc. 0.79% Add +0.1% 19,588 $1.5M
Lyell Wealth Management, LP 0.11% No change 19,570 $1.5M
WealthShield Partners, LLC 0.16% Add +1.3% 19,564 $1.5M
Aries Wealth Management 0.32% Reduce -0.3% 19,547 $1.5M
Appleton Partners Inc. 0.10% Reduce -2.9% 19,478 $1.5M
UMB Bank, n.a. 0.02% Reduce -9.4% 19,474 $1.5M
Zhang Financial LLC 0.05% Add +52.5% 19,373 $1.5M
Texas Bank & Trust Co 0.55% Reduce -3.5% 19,365 $1.5M
Elm Partners Management LLC 0.06% Add +116.8% 19,868 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Reduce -24.9% 19,196 $1.4M
Westfuller Advisors, LLC 0.62% Add +62.3% 19,194 $1.4M
Keystone Financial Group 0.10% Reduce -1.2% 19,071 $1.4M
SkyOak Wealth, LLC 0.26% Add +1.0% 19,013 $1.4M
Sargent Investment Group, LLC 0.19% No change 19,013 $1.4M
IFC & Insurance Marketing, Inc. 1.49% Reduce -4.9% 18,981 $1.4M
1492 Capital Management LLC 0.54% Reduce -1.3% 18,962 $1.4M
Midland Wealth Advisors, LLC 0.07% Reduce -4.8% 18,859 $1.4M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -5.5% 18,700 $1.4M
Foster Dykema Cabot & Partners, LLC 0.09% No change 18,599 $1.4M
HORAN Wealth, LLC 0.13% Add +100.0% 18,864 $1.4M
Novem Group 0.16% Add +0.0% 18,148 $1.4M
Pallas Capital Advisors LLC 0.05% Add +0.7% 18,043 $1.4M
CoreCap Advisors, LLC 0.05% Reduce -4.2% 17,931 $1.3M
MontVue Capital Management, Inc. 0.92% Reduce -3.6% 17,884 $1.3M
Norris Perne & French LLP 0.06% No change 17,621 $1.3M
Caitlin John, LLC 0.79% Reduce -28.0% 17,554 $1.3M
Index Fund Advisors, Inc. 0.06% Add +0.1% 17,406 $1.3M
Snider Financial Group 0.39% Reduce -23.6% 17,396 $1.3M
Oppenheimer Asset Management Inc. 0.01% Reduce -88.2% 17,376 $1.3M
Investment Management Trust, LLC 1.26% — 17,281 $1.3M
Evoke Wealth, LLC 0.02% Add +85.3% 17,101 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +2.9% 16,937 $1.3M
Parthenon LLC 0.15% No change 16,928 $1.3M
Glen Eagle Advisors, LLC 0.18% Reduce -6.5% 16,909 $1.3M
Johnson Financial Group, Inc. 0.05% No change 16,900 $1.3M
OneAscent Financial Services LLC 0.07% Add +17.8% 16,843 $1.3M
Greenwich Wealth Management LLC 0.05% Add +0.9% 16,758 $1.3M
Kohmann Bosshard Financial Services, LLC 0.12% Add +6.8% 16,683 $1.3M
Scotia Capital Inc. 0.01% Add +59.4% 16,678 $1.3M
BWM Planning, LLC 0.33% No change 16,632 $1.2M
JFS Wealth Advisors, LLC 0.07% No change 16,569 $1.2M
Western Wealth Management, LLC 0.05% Add +67.3% 16,506 $1.2M
HighPoint Advisor Group LLC 0.05% Add +10.9% 16,462 $1.2M
Up Strategic Wealth Investment Advisors LLC 0.77% No change 14,858 $1.2M
Garde Capital, Inc. 0.07% Add +2.3% 16,233 $1.2M
New Perspectives, Inc 0.42% Reduce -3.6% 16,140 $1.2M
Red Tortoise LLC 0.51% Add +0.1% 16,112 $1.2M
Capstone Wealth Management, Inc. 1.03% Reduce -4.7% 15,927 $1.2M
BCR Wealth Strategies, LLC 0.38% Add +23.6% 15,967 $1.2M
Colter Lewis Investment Partners LLC 1.13% Add +51.5% 15,958 $1.2M
ProVise Management Group, LLC 0.09% Reduce -5.1% 15,883 $1.2M
Brewster Financial Planning LLC 0.72% No change 15,854 $1.2M
Advus Financial Partners, LLC 0.30% Add +7.3% 15,833 $1.2M
Andrews Advisory Associates, LLC 0.63% Add +0.1% 15,812 $1.2M
Allegheny Financial Group 0.16% Add +0.4% 15,765 $1.2M
Syverson Strege & Co 0.28% No change 15,718 $1.2M
Boston Research & Management Inc. 0.28% No change 15,681 $1.2M
Bill Few Associates, Inc. 0.28% Add +5.4% 15,658 $1.2M
Vicus Capital 0.09% No change 15,593 $1.2M
Englebert Financial Advisers, LLC 1.33% Reduce -4.5% 15,553 $1.2M
Sax Wealth Advisors, LLC 0.06% No change 15,876 $1.2M
Financial Alternatives, Inc 0.63% Reduce -0.3% 15,534 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +2.8% 15,483 $1.2M
Petredis Investment Advisors LLC 0.09% No change 15,400 $1.2M
Insight Advisors, LLC/ PA 0.22% Add +15.4% 15,303 $1.1M
Krilogy Financial LLC 0.04% Add +97.4% 14,265 $1.1M
Ellenbecker Investment Group 0.15% Reduce -4.7% 15,282 $1.1M
HBK Sorce Advisory LLC 0.02% Add +140.7% 13,739 $1.1M
Sandhill Capital Partners LLC 0.10% New 15,224 $1.1M
Eclectic Associates Inc. 0.15% No change 15,220 $1.1M
Oak Wealth Advisors LLC 0.63% No change 15,203 $1.1M
Signaturefd, LLC 0.02% Add +1.2% 15,166 $1.1M
Fifth Third Securities, Inc. 0.07% Add +73.4% 15,154 $1.1M
New Covenant Trust Company, N.A. 1.01% Reduce -4.0% 15,113 $1.1M
Union Savings Bank 0.50% Add +81.4% 15,098 $1.1M
Keb Asset Management, LLC 0.22% Reduce -0.4% 15,061 $1.1M
Xcelsior Advisor Partners LLC 0.43% Add +1.0% 15,058 $1.1M
Procyon Advisors, LLC 0.06% Add +2.3% 15,035 $1.1M
Sheets Smith Wealth Management 0.13% Reduce -0.7% 15,022 $1.1M
Cassia Capital Partners, LLC 0.58% Add +61.2% 14,973 $1.1M
ArborFi Advisors, LLC 0.92% Reduce -0.8% 14,953 $1.1M
Destiny Wealth Partners, LLC 0.12% Reduce -2.3% 14,949 $1.1M
Silvercrest Asset Management Group LLC 0.01% New 14,894 $1.1M
Nicolet Bankshares Inc. 0.04% Add +28.1% 14,771 $1.1M
Pioneer Wealth Management Group 0.31% Reduce -18.1% 14,821 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Reduce -2.5% 14,804 $1.1M
Life Planning Partners, Inc 0.85% Reduce -1.3% 14,783 $1.1M
Root Financial Partners, LLC 0.05% Reduce -2.7% 14,735 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -2.4% 14,728 $1.1M
Smith & Howard Wealth Management, LLC 0.24% Reduce -0.9% 14,669 $1.1M
Washington Capital Management, Inc. 0.93% No change 14,570 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.26% Reduce -1.7% 14,464 $1.1M
Gould Asset Management LLC 0.19% Reduce -5.2% 14,335 $1.1M
Private Wealth Asset Management, LLC 0.11% No change 14,255 $1.1M
Wealth Architects, LLC 0.10% No change 14,186 $1.1M
Pension & Wealth Management Advisors, Inc. 0.32% Add +0.0% 14,175 $1.1M
One Degree Advisors Inc 0.28% Reduce -0.1% 14,143 $1.1M
GSG Advisors LLC 0.27% Add +35.1% 14,045 $1.1M
My Portfolio Guide, LLC 0.58% — 14,034 $1.1M
Rik Saylor Financial, Inc. 0.80% Reduce -0.4% 14,006 $1.1M
City of London Investment Management Co. Ltd. 0.08% New 14,000 $1.1M
Davis Capital Management 0.71% Reduce -1.9% 13,972 $1.0M
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.1% 13,945 $1.0M
Manske Wealth Management 0.29% No change 13,849 $1.0M
Chemistry Wealth Management LLC 0.18% No change 13,848 $1.0M
Elevation Advisory Partners LLC 0.96% — 13,010 $1.0M
Choreo, LLC 0.01% Reduce -2.8% 13,669 $1.0M
First Citizens Bank & Trust Co. 0.02% Reduce -15.4% 13,607 $1.0M
Cascade Investment Advisors, Inc. 0.60% New 13,517 $1.0M
Rossby Financial, LCC 0.21% Add +60.0% 13,341 $1.0M
Painted Porch Advisors LLC 0.48% New 13,441 $1.0M
Skyline Advisors, Inc. 0.35% Add +0.0% 13,413 $1.0M
Valeo Financial Advisors, LLC 0.02% Reduce -8.0% 13,286 $998K
First Manhattan Co. Llc. 0.00% Reduce -5.3% 13,151 $988K
WCG Wealth Advisors LLC 0.03% Add +4.4% 13,108 $984K
Noble Family Wealth, LLC 0.20% Reduce -2.9% 13,080 $982K
Summit Financial Strategies, Inc. 0.08% Reduce -2.5% 13,002 $976K
McClarren Financial Advisors, Inc. 0.58% Add +679.4% 12,993 $976K
Heirloom Wealth Management 0.18% New 12,968 $974K
MBL Wealth, LLC 0.07% Reduce -21.9% 12,964 $974K
Belpointe Asset Management LLC 0.04% Reduce -59.9% 12,807 $962K
Capital International Investors 0.00% Reduce -65.7% 13,159 $958K
Trevian Wealth Management LLC 0.47% Reduce -14.7% 12,721 $955K
Richard C. Young & CO., LTD. 0.08% Reduce -0.6% 12,649 $950K
Proficio Capital Partners LLC 0.05% Add +0.1% 12,530 $941K
World Investment Advisors 0.02% Add +19.6% 12,519 $940K
Grey Fox Wealth Advisors, LLC 0.18% Add +24.1% 12,517 $940K
Quattro Financial Advisors LLC 0.28% No change 12,500 $939K
Orion Porfolio Solutions, LLC 0.01% Add +24.3% 12,396 $931K
IHT Wealth Management, LLC 0.02% Add +7.1% 12,328 $926K
Zacks Investment Management 0.01% Add +2.0% 12,231 $919K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +20.3% 11,513 $912K
Citadel Advisors 0.00% Add +14.8% 12,137 $911K
Fifth Third Wealth Advisors LLC 0.03% Add +2.7% 12,082 $907K
Cape Ann Savings Bank 0.46% Add +49.9% 12,080 $907K
Bridgewater Advisors Inc. 0.05% Add +1.5% 10,933 $907K
Farrell Financial LLC 0.54% Reduce -1.3% 12,073 $907K
Phraction Management LLC 0.25% Add +0.8% 12,062 $906K
Summit Wealth Partners, LLC 0.14% Add +0.0% 12,044 $905K
Glaxis Capital Management, LLC 1.13% Reduce -3.1% 6,185 $902K
Factory Mutual Insurance Co. 0.01% No change 12,000 $901K
Old National Bancorp 0.02% Reduce -0.5% 11,996 $901K
Collaborative Fund Advisors, LLC 0.56% — 11,986 $900K
Rebalance, LLC 0.05% Reduce -0.0% 11,953 $898K
Occidental Asset Management, LLC 0.11% Add +5.3% 11,859 $891K
Forza Wealth Management, LLC 0.31% No change 11,820 $888K
KDT Advisors, LLC 1.40% No change 11,705 $879K
One Day In July LLC 0.07% Reduce -0.0% 11,610 $872K
Roberts Glore & Co. Inc. 0.24% Add +2.9% 11,597 $871K
DiNuzzo Private Wealth, Inc. 0.09% No change 11,595 $871K
Brookstone Capital Management 0.01% Add +7.0% 11,593 $871K
Marble Wealth, LLC 0.15% Add +0.0% 11,559 $868K
Busey Bank 0.02% No change 11,554 $868K
Ameritas Advisory Services, LLC 0.03% Reduce -7.8% 11,515 $865K
Solidarity Wealth, LLC 0.17% Add +120.0% 11,490 $863K
Walkner Condon Financial Advisors LLC 0.11% Add +28.3% 11,453 $860K
AIMZ Investment Advisors, LLC 0.27% Reduce -0.9% 11,433 $859K
Retirement Planning Group, LLC 0.03% Add +47.6% 11,306 $849K
Barnes Pettey Financial Advisors, LLC 0.37% Add +0.2% 11,296 $848K
Cannell & Spears LLC 0.02% Reduce -2.4% 11,280 $847K
Beaumont Financial Advisors, LLC 0.06% Reduce -1.1% 11,271 $846K
Traveka Wealth, LLC 0.32% No change 11,232 $844K
Principal Securities, Inc. 0.01% Add +2.9% 11,208 $842K
Eastern Bank 0.01% No change 11,200 $841K
Murphy Pohlad Asset Management LLC 0.30% Add +8.2% 11,149 $837K
Probity Advisors, Inc. 0.13% Reduce -9.9% 11,138 $836K
Trace Wealth Advisors, LLC 0.63% No change 11,114 $835K
Asset Dedication, LLC 0.06% Reduce -21.6% 11,066 $831K
Allstreet Capital Advisors LLC 0.61% Reduce -21.1% 11,061 $831K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -0.5% 11,048 $830K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -10.8% 11,021 $828K
NorthRock Partners, LLC 0.01% Add +44.7% 11,003 $826K
Vilga Financial Planning LLC 0.74% No change 11,000 $826K
Stonebridge Financial Group, LLC 0.07% Reduce -0.5% 10,997 $826K
Prime Capital Investment Advisors, LLC 0.01% Add +30.0% 10,996 $826K
Capital City Trust Co. 0.19% No change 10,968 $824K
Prosperity Consulting Group, LLC 0.04% No change 10,838 $814K
Slow Capital, Inc. 0.11% Reduce -28.8% 10,811 $812K
Rathbones Group PLC 0.00% Reduce -10.3% 10,731 $806K
Oak Family Advisors, LLC 0.25% Add +22.7% 10,715 $805K
TCI Wealth Advisors, Inc. 0.04% Reduce -1.5% 10,711 $804K
ESL Trust Services, LLC 0.15% Add +41.6% 10,661 $801K
OMNI 360 Wealth, Inc. 0.41% Add +0.1% 10,654 $800K
Sagespring Wealth Partners, LLC 0.01% Add +9.8% 10,613 $797K
Brandywine Oak Private Wealth LLC 0.07% Add +4.0% 10,596 $796K
Personal Cfo Solutions, LLC 0.11% Add +0.3% 10,513 $789K
Leo Wealth, LLC 0.06% Add +102.1% 10,498 $788K
Private Capital Management, LLC 0.08% Add +2.3% 10,483 $787K
Howard Financial Services, LTD. 0.09% New 10,452 $785K
Bull Street Advisors, LLC 0.39% Add +1.4% 10,446 $784K
Callan Family Office, LLC 0.02% Reduce -7.8% 10,432 $783K
Jefferies Financial Group Inc. 0.01% Add +0.1% 10,423 $783K
Neuberger Berman Group LLC 0.00% Reduce -17.9% 10,335 $776K
Carr Financial Group Corp 0.20% No change 10,318 $775K
Smith, Moore & Co. 0.06% Add +50.1% 10,210 $767K
Sierra Capital LLC 0.08% Add +0.1% 10,197 $766K
Opulen Financial Group LLC 0.54% Add +4.9% 10,141 $762K
N.E.W. Advisory Services LLC 0.06% Reduce -1.9% 10,140 $761K
Investment Research & Advisory Group, Inc. 0.27% Add +0.1% 9,504 $760K
Summit Global Investments 0.04% No change 9,966 $748K
Pitcairn Wealth Advisors LLC 0.07% No change 10,162 $748K
Summit Wealth Group LLC / Co. 0.08% No change 9,953 $747K
SHP Wealth Management 0.06% Reduce -19.4% 9,915 $745K
RTD Financial Advisors, Inc. 0.09% Add +0.0% 9,899 $743K
Sun Financial Inc 0.37% Reduce -4.4% 8,928 $740K
Calamos Wealth Management LLC 0.03% No change 9,840 $739K
Calamos Advisors LLC 0.00% New 9,840 $739K
Evergreen Advisors, LLC 0.17% Add +0.1% 9,831 $738K
Innovative Asset Advisors Group, LLC 0.43% — 9,814 $737K
71 West Capital Partners 0.03% Add +3.4% 9,799 $736K
HTG Investment Advisors, Inc. 0.21% Add +58.7% 9,766 $733K
Valued Retirements, Inc. 0.71% No change 9,719 $730K
PCG Asset Management, LLC 0.58% Reduce -3.3% 9,696 $728K
B. Riley Wealth Advisors, Inc. 0.05% Add +5.0% 9,964 $725K
Quadrant Capital Group LLC 0.02% No change 9,636 $724K
TrustWell Financial Advisors, LLC 0.68% Add +2.0% 9,631 $723K
Catalyst Financial Partners LLC 0.09% New 9,621 $723K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.5% 9,621 $723K
Annex Advisory Services, LLC 0.01% Reduce -16.2% 9,456 $710K
Capital Investment Advisors, LLC 0.01% Reduce -7.4% 9,410 $707K
Clarendon Private LLC 0.54% Reduce -13.9% 9,394 $706K
Eagle Harbor Asset Management Inc. 0.60% No change 10,888 $698K
Lantern Wealth Advisors, LLC 0.35% Add +19.5% 9,215 $692K
Fullerton Advisors, LLC 0.72% Add +1.7% 9,200 $691K
Sierra Summit Advisors LLC 0.10% Reduce -0.5% 9,189 $690K
Sageworth Trust Co 0.03% No change 9,151 $687K
SFE Investment Counsel 0.11% Add +57.3% 9,147 $687K
Anson Capital, Inc. 0.47% Reduce -0.6% 9,130 $686K
Legacy Wealth Partners, LLC 0.17% Reduce -0.1% 9,082 $682K
Christensen, King & Associates Investment Services, Inc. 0.29% Add +5.2% 9,070 $681K
LMG Wealth Partners, LLC 0.12% Reduce -2.7% 9,037 $679K
Bay Capital Advisors, LLC 0.42% Reduce -23.5% 9,012 $677K
Berman McAleer LLC 0.09% No change 8,935 $671K
Ellis Investment Partners, LLC 0.12% Add +20.4% 8,934 $671K
GeoWealth Management, LLC 0.02% Reduce -4.3% 8,925 $670K
Lakewood Asset Management LLC 0.43% Add +8.2% 8,893 $668K
Hall Laurie J Trustee 0.23% No change 8,861 $665K
Smith Salley Wealth Management 0.03% Add +65.0% 8,824 $663K
Equita Financial Network, Inc. 0.21% Add +0.1% 8,754 $657K
Kagan Cocozza Asset Management 0.46% Add +1.3% 8,747 $657K
EagleClaw Capital Managment, LLC 0.09% No change 8,700 $653K
Miller Investment Management, LP 0.06% No change 8,685 $652K
Parker Financial LLC 0.26% Reduce -6.5% 8,678 $652K
Davidson Kahn Capital Management, LLC 0.35% No change 8,667 $651K
Bouchey Financial Group, Ltd. 0.05% No change 8,228 $650K
Daybright Advisory Services, Inc. 0.18% Add +0.1% 8,645 $649K
Serenity Investment Advisors 0.30% New 7,866 $648K
WealthTrak Capital Management LLC 0.46% New 8,580 $644K
Ausdal Financial Partners, Inc. 0.03% Add +38.2% 8,514 $639K
GWN Securities Inc. 0.12% Reduce -3.4% 8,511 $639K
Ancora Advisors LLC 0.01% Add +0.4% 8,463 $636K
Portfolio Resources Advisor Group, Inc. 0.63% Add +0.4% 8,461 $635K
Collective Family Office LLC 0.14% Reduce -5.6% 8,460 $635K
Duncker Streett & Co. Inc. 0.12% Add +23.5% 8,417 $632K
Martel Wealth Advisors LLC 0.11% Add +0.2% 8,356 $628K
Carrera Capital Advisors 0.10% Reduce -9.7% 8,352 $627K
Argyle Capital Partners, LLC 0.45% Reduce -0.2% 8,293 $623K
Libra Wealth LLC 0.17% No change 8,271 $621K
Donaldson Capital Management, LLC 0.02% Add +19.7% 8,264 $621K
Waddell & Associates, LLC 0.04% Add +3.4% 8,263 $621K
Fortress Financial Solutions, LLC 0.65% Add +132.4% 8,236 $619K
Robinswood Financial LLC 0.19% Add +0.1% 8,231 $618K
Gleason Group, Inc. 0.06% Add +0.8% 8,232 $618K
Empowered Funds, LLC 0.00% New 8,205 $616K
Canal Capital Management, LLC 0.08% Reduce -8.5% 8,198 $616K
10Elms LLP 0.42% Add +7.2% 8,151 $612K
Whalerock Point Partners, LLC 0.12% Add +27.8% 8,150 $612K
LMCG Investments, LLC 0.04% No change 8,128 $610K
YHB Investment Advisors, Inc. 0.04% Reduce -0.2% 8,098 $608K
Strategies Wealth Advisors, LLC 0.06% Reduce -4.6% 8,078 $607K
Alpha Omega Wealth Management LLC 0.10% Reduce -1.1% 8,076 $607K
Forum Financial Management, LP 0.01% Add +6.6% 8,076 $607K
Elevation Point Wealth Partners, LLC 0.01% Add +16.9% 8,055 $605K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -39.6% 8,055 $605K
Grove Bank & Trust 0.07% No change 8,036 $604K
Geneos Wealth Management Inc. 0.01% Add +1.7% 8,018 $602K
Seven Springs Wealth Group, LLC 0.14% No change 8,013 $602K
SeaCrest Wealth Management, LLC 0.06% Reduce -8.0% 7,992 $600K
Cassaday & Co Wealth Management LLC 0.01% New 7,961 $598K
Plum Street Advisors, LLC 0.21% No change 7,926 $595K
CVA Family Office, LLC 0.06% Add +0.1% 7,882 $592K
Ferguson Wellman Capital Management, Inc. 0.01% New 7,868 $591K
AE Wealth Management LLC 0.00% Add +29.1% 7,800 $586K
Livet Wealth, LLC 0.37% Reduce -0.7% 7,797 $586K
First Trust Advisors LP 0.00% Reduce -15.3% 7,778 $584K
Clifford Swan Investment Counsel LLC 0.02% No change 7,775 $584K
Csenge Advisory Group 0.03% Reduce -3.7% 7,757 $583K
Sowell Financial Services LLC 0.02% Reduce -3.2% 7,748 $582K
Smallwood Wealth Investment Management, LLC 0.31% Reduce -4.8% 7,746 $582K
Mill Creek Capital Advisors, LLC 0.01% No change 7,712 $579K
Realta Investment Advisors 0.20% Add +0.6% 7,700 $578K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -6.8% 7,691 $578K
Soltis Investment Advisors LLC 0.04% Reduce -8.6% 7,674 $576K
Droms Strauss Advisors Inc. /Mo/ 0.15% No change 7,672 $576K
Sentry LLC 0.18% Reduce -29.6% 7,654 $575K
Cascade Investment Group, Inc. 0.38% No change 7,651 $575K
Madison Wealth Partners, Inc 0.09% Add +0.0% 7,606 $571K
Cornerstone Financial Group, LLC 0.37% Add +0.4% 7,051 $570K
Passive Capital Management, LLC. 0.17% No change 7,587 $570K
RVW Wealth, LLC 0.04% Reduce -7.0% 7,581 $569K
Boston Trust Walden Corp 0.00% Add +2.4% 7,571 $569K
Aptus Capital Advisors, LLC 0.00% Add +35.2% 7,564 $568K
GAMMA Investing LLC 0.03% Reduce -7.2% 7,548 $567K
Ashton Thomas Securities, LLC 0.07% Reduce -0.4% 7,539 $566K
Pine Haven Investment Counsel, Inc 0.42% No change 7,534 $566K
Chickasaw Capital Management LLC 0.02% New 7,500 $563K
Fairway Wealth LLC 0.15% Add +0.1% 7,482 $562K
Charles Schwab Trust Co 0.04% Add +87.0% 7,480 $562K
Single Point Partners, LLC 0.11% Reduce -0.1% 7,405 $556K
Capstone Wealth Management Group, LLC 0.23% Add +0.2% 7,396 $555K
Bokf, NA 0.01% Reduce -31.2% 7,380 $554K
Westmount Partners, LLC 0.14% No change 7,360 $553K
Armbruster Capital Management, Inc. 0.09% No change 7,351 $552K
PFG Investments, LLC 0.03% Add +5.5% 7,314 $549K
Diversified Management Inc. 0.09% Add +2.4% 7,226 $543K
Palatine Hill Wealth Management, LLC 0.47% Reduce -1.6% 7,220 $542K
Nia Impact Advisors, LLC 0.24% Reduce -4.2% 7,212 $542K
Fort Point Capital Partners LLC 0.07% No change 7,210 $541K
Wellington-Altus USA Inc. 0.32% Add +125.5% 6,455 $541K
Worth Asset Management, LLC 0.20% Reduce -0.1% 7,175 $539K
Cranbrook Wealth Management, LLC 0.11% Reduce -12.6% 7,149 $537K
Northern Capital Management, Inc. 0.27% No change 7,148 $537K
Wiser Wealth Management, Inc 0.12% New 7,138 $536K
Wimmer Associates 1, LLC 0.26% No change 7,127 $535K
TBH Global Asset Management, LLC 0.11% Reduce -1.0% 7,105 $534K
Detalus Advisors, LLC 0.12% Add +2.0% 7,080 $532K
First Growth Capital LLC 0.48% No change 6,956 $529K
Silver Oak Advisory Group, Inc. 0.23% Add +0.1% 7,049 $529K
Fidelis Capital Partners, LLC 0.04% Add +19.4% 7,030 $528K
CRA Financial Services, LLC 0.07% Reduce -14.1% 6,973 $524K
Waystone Advisors LLC 0.47% Reduce -5.0% 6,965 $523K
Mathes Company, Inc. 0.19% No change 6,950 $522K
Wincap Financial LLC 0.35% Add +3.6% 6,948 $522K
Ironwood Investment Counsel, LLC 0.07% Add +6.3% 6,933 $521K
Quantify Chaos Advisors, LLC 1.62% Add +0.1% 6,929 $520K
Keebeck Wealth Management 0.06% Reduce -9.1% 6,907 $519K
Topel & Distasi Wealth Management, LLC 0.27% Reduce -0.9% 6,893 $518K
ZynergyRetirementPlanningLLC 0.31% No change 6,854 $515K
Acropolis Investment Management, LLC 0.02% Add +24.9% 6,842 $514K
Independent Wealth Advisors LLC 0.50% Add +2.4% 6,835 $513K
LifePlan Financial, LLC 0.38% Reduce -10.4% 6,813 $512K
Barnes Wealth Management Group, Inc 0.26% Add +6.2% 6,789 $510K
Riverbend Wealth Management, LLC 0.32% Reduce -1.4% 6,763 $508K
Orgel Wealth Management, LLC 0.01% Add +2.4% 6,750 $507K
Jacobi Capital Management LLC 0.03% Add +0.1% 6,736 $506K
Hexagon Capital Partners LLC 0.07% New 6,699 $503K
Portland Financial Advisors Inc 1.05% No change 6,693 $503K
Northeast Planning Associates, Inc. / NH / 0.34% No change 6,685 $502K
Clarity Capital Advisors, LLC 0.23% Add +0.1% 6,676 $501K
Tactive Advisors, LLC 0.14% Reduce -7.5% 6,659 $500K
Capital Advantage, Inc. 0.07% Add +2.5% 6,659 $500K
DV Trading LLC 0.05% Reduce -7.9% 6,654 $500K
Townsquare Capital LLC 0.11% Reduce -3.5% 6,624 $497K
Pittenger & Anderson Inc. 0.02% No change 6,600 $496K
Catalyst Investment Management LLC 0.55% New 6,070 $495K
McGlone Suttner Wealth Management, Inc. 0.07% No change 6,584 $494K
Fusion Capital, LLC 0.13% Add +19.0% 6,569 $493K
Bradley & Co. Private Wealth Management, LLC 0.26% No change 6,563 $493K
Northstar Financial Companies, Inc. 0.39% Add +15.9% 6,522 $490K
Fortress Private Ledger, LLC 0.15% New 6,520 $490K
NorthLanding Financial Partners, LLC 0.39% No change 6,520 $490K
Pillar Financial Advisors, LLC 0.29% Reduce -4.2% 6,516 $489K
Argent Advisors, Inc. 0.13% No change 6,500 $488K
Pine Harbor Wealth Management, LLC 0.15% Add +0.1% 6,473 $486K
Claro Advisors Inc. 0.06% Add +12.3% 6,387 $480K
Independent Financial Group, LLC 0.01% Add +29.4% 6,368 $478K
Hamilton Wealth, LLC 0.09% Reduce -2.6% 6,320 $475K
Capital Asset Advisory Services LLC 0.02% Reduce -3.4% 5,828 $474K
Brooklyn Investment Group 0.01% New 6,306 $474K
Pekin Hardy Strauss, Inc. 0.05% Add +87.3% 6,297 $473K
Porter White Investment Advisors, Inc. 0.19% New 6,284 $472K
Compass Financial Group, INC 0.07% Reduce -9.8% 6,276 $471K
Rockwood Wealth Management, LLC 0.03% Add +0.0% 6,255 $470K
Balboa Wealth Partners 0.08% Reduce -0.9% 6,246 $469K
Net Worth Advisory Group 0.10% Add +0.7% 6,229 $468K
Moneco Advisors, LLC 0.04% Add +0.1% 6,213 $467K
Mitchell Sinkler & Starr 0.21% Add +9.9% 6,194 $465K
Causeway Capital Management LLC 0.01% Reduce -57.3% 6,191 $465K
Ehrenkranz Partners L.P. 0.37% Add +6.4% 6,151 $462K
C M Bidwell & Associates Ltd. 0.22% No change 6,145 $461K
First Nebraska Trust Co 0.04% No change 6,139 $461K
Stordahl Capital Management, Inc. 0.09% No change 6,122 $460K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.41% Reduce -6.2% 6,069 $456K
Roman Butler Fullerton & Co. 0.12% No change 5,700 $451K
Fisher Asset Management 0.00% Add +21.5% 6,010 $451K
Canvas Wealth Advisors, LLC 0.08% New 6,000 $451K
Level Four Advisory Services, LLC 0.01% Add +66.4% 5,992 $450K
Stuart Investment Advisors, Inc. 0.20% Add +0.1% 5,970 $448K
Hantz Financial Services, Inc. 0.01% Add +390.4% 5,959 $448K
Safe Harbor Family Capital, LLC 0.35% New 5,909 $444K
Gross & Hartman Investments LLC 0.23% New 5,909 $444K
Compound Planning, Inc. 0.01% Reduce -41.1% 5,903 $443K
Cherrydale Wealth Management, LLC 0.14% Add +0.1% 5,880 $442K
Pathway Financial Advisors LLC 0.05% No change 5,782 $437K
Avise Financial Cooperative, Inc. 0.36% New 5,815 $437K
Lazard Asset Management LLC 0.00% Reduce -46.5% 7,772 $436K
McLean Asset Management Corp 0.08% No change 5,730 $430K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 5,729 $430K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 5,663 $425K
MB Generational Wealth, LLC 0.23% Add +14.2% 5,635 $423K
GoalFusion Wealth Management, LLC 0.19% Add +9.8% 5,625 $422K
Grant Street Asset Management, Inc. 0.08% Add +0.1% 5,624 $422K
Capital Wealth Alliance, LLC 0.19% No change 5,612 $421K
Sapient Capital LLC 0.01% No change 5,586 $420K
Purkiss Capital Advisors LLC 0.18% No change 5,550 $417K
Sunbeam Capital Management, LLC 0.24% New 5,533 $416K
Plante Moran Financial Advisors, LLC 0.03% Add +11.8% 5,529 $415K
Waller Financial Planning Group, Inc. 0.09% Add +0.7% 5,507 $414K
Vantage Investment Partners, LLC 0.03% No change 5,493 $413K
Lazari Capital Management, Inc. 0.14% No change 5,466 $410K
Gladstone Institutional Advisory LLC 0.02% Add +1.7% 5,437 $408K
Aspire Capital Advisors LLC 0.09% Reduce -23.3% 5,425 $407K
Hanover Advisors Inc. 0.16% Add +9.3% 5,389 $405K
Hirtle & Co., LLC 0.02% Add +22.8% 5,369 $403K
Clark Capital Management Group, Inc. 0.00% Add +9.3% 5,363 $403K
Carmel Capital Partners, LLC 0.14% No change 5,334 $401K
Polaris Investment Advisors, LLC 0.29% No change 5,329 $400K
Manuka Financial, LLC 0.25% Add +0.1% 5,308 $399K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $398K
Central Pacific Bank - Trust Division 0.05% No change 5,290 $397K
Blue Trust, Inc. 0.00% Add +30.1% 5,252 $394K
Van Hulzen Asset Management, LLC 0.03% Reduce -10.5% 5,249 $394K
BKM Wealth Management, LLC 0.14% Add +18.0% 5,247 $394K
55 North Private Wealth, LLC 0.10% No change 5,200 $391K
Ryan Investment Management, Inc. 0.22% Add +0.6% 5,195 $390K
Courage Miller Partners, LLC 0.11% Reduce -1.7% 5,190 $390K
Diversify Wealth Management, LLC 0.01% Add +67.3% 4,919 $389K
Cambria Investment Management, L.P. 0.02% Add +1.6% 5,180 $389K
Capstone Financial Advisors, Inc. 0.02% No change 5,177 $389K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -22.0% 5,152 $387K
NBT Bank, N.A. 0.03% Add +153.4% 5,142 $386K
Williams Jones Wealth Management, LLC. 0.00% New 5,138 $386K
Vision Capital Management, Inc. 0.05% No change 5,105 $383K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.1% 5,094 $383K
Innova Wealth Partners 0.18% Add +0.0% 5,066 $380K
Gryphon Financial Partners LLC 0.04% Add +58.6% 5,064 $380K
Integrity Alliance, Llc. 0.01% Add +5.1% 5,059 $380K
Tannin Capital LLC 0.28% New 5,057 $380K
Vance Wealth, LLC 0.11% Reduce -9.4% 5,054 $380K
Red Door Wealth Management, LLC 0.04% Add +5.6% 5,051 $379K
Syon Capital LLC 0.02% No change 5,050 $379K
Successful Portfolios LLC 0.21% Reduce -0.5% 5,052 $379K
Trivant Custom Portfolio Group, LLC 0.21% New 5,041 $379K
Range Advisory, LLC 0.07% Reduce -14.8% 5,036 $378K
EverSource Wealth Advisors, LLC 0.01% Reduce -31.2% 5,007 $376K
Fonville Wealth Management LLC 0.07% Reduce -1.1% 4,976 $374K
Peterson Wealth Advisors, LLC 0.05% Add +0.2% 4,970 $373K
First Merchants Corp. 0.01% Add +7.2% 4,957 $372K
DUTCH ASSET Corp 0.25% Reduce -65.1% 4,955 $372K
Texas Yale Capital Corp. 0.01% Add +0.1% 4,942 $371K
S.A. Mason LLC 0.14% Add +0.3% 4,881 $367K
Providence First Trust Co 0.13% Reduce -10.3% 4,872 $366K
Calton & Associates, Inc. 0.05% New 4,869 $366K
Shayne & Jacobs, LLC 0.11% No change 4,860 $365K
Triumph Capital Management 0.07% Add +766.3% 4,851 $364K
Caldwell Trust Co 0.03% Reduce -1.6% 4,846 $364K
WealthPlan Investment Management, LLC 0.02% No change 4,837 $363K
Elmwood Wealth Management, Inc. 0.10% Reduce -0.1% 4,831 $363K
Titleist Asset Management, LLC 0.03% Add +46.0% 4,830 $363K
Southland Equity Partners LLC 0.07% Reduce -4.2% 4,804 $361K
American Trust 0.03% New 4,790 $360K
TD Capital Management LLC 0.03% Reduce -2.0% 4,787 $360K
Fort Sheridan Advisors LLC 0.04% New 4,763 $358K
Stone Summit Wealth LLC 0.10% No change 4,755 $357K
Balance Wealth Partners LLC 0.11% Add +33.5% 4,755 $357K
Old Mission Investment Co LLC 0.08% No change 4,754 $357K
Guidance Capital, Inc. 0.08% Reduce -0.2% 4,392 $357K
Truefg, LLC 0.09% Reduce -1.1% 4,735 $356K
Investment Advisory Group, LLC 0.09% Add +1.1% 4,714 $354K
Prostatis Group LLC 0.09% Reduce -17.2% 4,679 $351K
Pettyjohn, Wood & White, Inc. 0.06% Add +0.1% 4,674 $351K
WNY Asset Management, LLC 0.04% — 4,666 $350K
Heartland Bank & Trust Co 0.08% New 4,665 $350K
Stephenson & Company, Inc. 0.19% Add +3.1% 4,647 $349K
Horizon Investments, LLC 0.00% Add +100.0% 3,640 $348K
Smith Chas P & Associates Pa Cpas 0.02% Add +7.2% 4,635 $348K
Kathmere Capital Management, LLC 0.02% Add +37.6% 4,626 $347K
MFA Wealth Services 0.23% Add +2.3% 4,624 $347K
Strategic Financial Services, Inc. 0.02% Reduce -1.7% 4,621 $347K
4WEALTH Advisors, Inc. 0.30% Add +16.6% 4,765 $347K
Baxter Bros Inc. 0.04% Add +2.4% 4,585 $344K
Golden State Wealth Management, LLC 0.04% Add +0.3% 4,579 $344K
Basepoint Wealth LLC 0.20% Add +0.1% 4,573 $343K
Sei Investments Co. 0.00% Add +25.6% 4,561 $343K
Flatrock Wealth Partners LLC 0.15% Add +0.1% 4,536 $341K
Ssa Swiss Advisors AG 0.16% Reduce -4.7% 4,535 $341K
Visionary Horizons, LLC 0.17% New 4,531 $340K
World Equity Group, Inc. 0.09% No change 4,528 $340K
Schiavi & Co LLC 0.10% No change 4,519 $339K
LWM Advisors Inc. 0.29% No change 4,517 $339K
Atlanta Consulting Group Advisors, LLC 0.07% Add +19.6% 4,515 $339K
Planned Solutions, Inc. 0.11% No change 4,492 $337K
MidAtlantic Capital Management, Inc. 0.23% No change 4,490 $337K
Brightwater Advisory LLC 0.22% Reduce -0.6% 4,466 $335K
Goelzer Investment Management, Inc. 0.02% No change 4,451 $334K
Strategic Financial Partners, Ltd. 0.14% Reduce -9.8% 4,440 $333K
Equitable Trust Co. 0.02% No change 4,418 $332K
Parkside Financial Bank & Trust 0.03% No change 4,413 $331K
Fairman Group, LLC 0.28% Add +67.0% 4,412 $331K
Symmetry Partners, LLC 0.02% Add +4.0% 4,384 $329K
Oarsman Capital, Inc. 0.04% Add +2.1% 4,378 $329K
Eagle Global Advisors LLC 0.01% Add +1.2% 4,375 $329K
Bluebird Wealth Management LLC 0.34% Add +44.5% 4,369 $328K
FSM Wealth Advisors, LLC 0.04% No change 4,365 $328K
MJP Associates Inc. 0.04% Add +0.0% 4,328 $325K
Barlow Wealth Partners, LLC 0.04% No change 3,971 $324K
Pavion Blue Capital, LLC 0.14% No change 4,306 $323K
SBI Securities Co., Ltd. 0.01% Add +12.1% 4,300 $323K
Mosaic Family Wealth Partners, LLC 0.03% Add +7.3% 4,270 $321K
Radnor Capital Management, LLC 0.05% Add +17.6% 4,246 $319K
Icon Wealth Advisors, LLC 0.02% Reduce -3.3% 4,024 $318K
German American Bancorp, Inc. 0.03% New 4,233 $318K
Retirement Planning Co of New England, Inc. 0.13% Add +3.7% 4,221 $317K
Resonant Capital Advisors, LLC 0.02% Add +3.4% 4,197 $315K
BlueSky Wealth Advisors, LLC 0.04% No change 4,190 $315K
Sentinel Pension Advisors, LLC 0.05% Add +32.3% 4,188 $315K
BCS Wealth Management 0.06% Reduce -50.0% 4,187 $314K
Westbourne Investments, Inc. 0.15% Reduce -19.1% 4,180 $314K
Compass Financial Group, Inc. (Ohio) 0.23% No change 4,170 $313K
Elser Financial Planning, Inc 0.02% Reduce -3.9% 4,159 $312K
Castleview Partners, LLC 0.16% Add +43.5% 4,149 $312K
Nicholas Wealth, LLC. 0.21% New 4,145 $311K
Swan Global Investments, LLC 0.02% Reduce -6.5% 4,144 $311K
First Financial Bankshares Inc 0.01% New 4,130 $310K
American Financial & Tax Strategies Inc. 0.15% No change 4,119 $309K
New Republic Capital, LLC 0.10% Add +0.1% 4,091 $307K
Bragg Financial Advisors, Inc 0.01% No change 4,079 $306K
Fulton Bank, N.A. 0.01% Add +0.1% 4,039 $303K
Adirondack Capital Advisors, LLC 0.19% Add +0.1% 4,034 $303K
Adell Harriman & Carpenter Inc. 0.02% New 4,029 $303K
Promethium Advisors,llc 0.16% No change 4,021 $302K
Arlington Financial Advisors, LLC 0.04% Reduce -17.9% 4,018 $302K
Checchi Capital Advisers, LLC 0.02% Add +20.5% 4,010 $301K
Sterling Group Wealth Management, LLC 0.14% Reduce -1.3% 4,008 $301K
Ruggiero Investments, Inc. 0.29% No change 4,000 $300K
ArchPoint Investors 0.07% No change 4,000 $300K
Park Edge Advisors, LLC 0.07% New 3,996 $300K
First Bank & Trust 0.05% No change 3,950 $297K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $296K
Gilbert & Cook, Inc. 0.04% Reduce -3.5% 3,896 $293K
Rodgers & Associates, LTD 0.03% No change 3,894 $292K
Tradition Wealth Management, LLC 0.02% Reduce -1.1% 3,889 $292K
DSG Capital Advisors, LLC 0.05% Add +0.2% 3,885 $292K
Werba Rubin Papier Wealth Management 0.04% Add +5.7% 3,870 $291K
RDA Financial Network 0.07% Reduce -0.4% 3,866 $290K
SpringVest Wealth Management LLC 0.20% No change 3,856 $290K
Hurley Capital, LLC 0.15% Add +26.8% 3,835 $288K
Fortis Capital Management LLC 0.04% Reduce -2.0% 3,824 $287K
Francis Financial, Inc. 0.05% Add +36.1% 3,808 $286K
Debussy Capital Management LP 0.04% Add +1.9% 3,807 $286K
LPWM LLC 0.07% Add +11.1% 3,802 $286K
Sageworth Trust Co of South Dakota 0.23% No change 3,801 $285K
Foundations Investment Advisors, LLC 0.00% Add +8.4% 3,780 $284K
TLWM 0.05% Add +4.8% 3,724 $280K
Private Trust Co. NA 0.03% Add +2.1% 3,720 $279K
Montag A & Associates Inc. 0.01% Add +11.2% 3,715 $279K
Haverford Trust Co 0.00% New 3,712 $279K
Markin Asset Management, LP 0.30% Reduce -88.9% 3,683 $277K
Thrive Capital Management, LLC 0.06% Add +5.9% 3,666 $275K
Traphagen Investment Advisors LLC 0.02% Add +9.9% 3,664 $275K
Towneley Capital Management, Inc / DE 0.06% Add +0.2% 3,643 $274K
Butensky & Cohen Financial Security, Inc. 0.07% Reduce -4.0% 3,637 $273K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% No change 3,626 $272K
Thornburg Investment Management Inc. 0.00% Reduce -84.6% 3,594 $270K
Regal Investment Advisors LLC 0.02% New 3,593 $270K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -91.5% 3,592 $270K
Nalls Sherbakoff Group, LLC 0.20% No change 3,588 $269K
GM Advisory Group, LLC 0.01% Add +2.9% 3,574 $268K
Bogart Wealth, LLC 0.01% Add +90.9% 3,574 $268K
Heritage Trust Co 0.03% New 3,559 $267K
Colton Groome Financial Advisors, LLC 0.08% No change 3,535 $265K
Financial Planning Hawaii, Inc. 0.16% No change 3,533 $265K
J. Derek Lewis & Associates Inc. 0.06% Add +0.0% 3,533 $265K
CX Institutional 0.01% Reduce -11.9% 3,534 $265K
HF Advisory Group, LLC 0.09% Reduce -10.2% 3,527 $265K
Hobbs Group Advisors, LLC 0.08% No change 3,512 $264K
TCTC Holdings, LLC 0.01% No change 3,506 $263K
Gradient Investments LLC 0.00% Add +0.2% 3,496 $263K
Naples Global Advisors, LLC 0.02% No change 3,485 $262K
Essex Financial Services, Inc. 0.01% Add +0.1% 3,470 $261K
Quarry Hill Advisors, LLC 0.11% Reduce -9.6% 3,190 $260K
Nvwm, LLC 0.06% Reduce -61.1% 3,451 $259K
Strategic Blueprint, LLC 0.01% New 3,445 $259K
Capital Planning Advisors, LLC 0.04% No change 3,440 $258K
Trek Financial, LLC 0.01% Reduce -88.9% 3,437 $258K
Meridian Financial Partners LLC 0.10% Reduce -8.7% 3,386 $257K
Certified Advisory Corp 0.02% Add +0.0% 3,415 $257K
Altiora Financial Group, LLC 0.04% No change 3,410 $256K
Petra Financial Advisors Inc. 0.16% Add +0.1% 3,410 $256K
Grandview Asset Management LLC 0.07% New 3,378 $254K
Optivise Advisory Services LLC 0.15% No change 3,371 $253K
CNB Bank 0.11% No change 3,370 $253K
Financial Management, Inc. 0.24% Add +0.2% 3,365 $253K
CSM Advisors, LLC 0.01% No change 3,350 $252K
Evolution Wealth Advisors, LLC 0.03% Add +15.5% 3,352 $252K
Charter Research & Investment Group, Inc. 0.17% No change 3,350 $252K
Benjamin Edwards Inc. 0.00% New 3,324 $250K
Morton Capital Management LLC 0.04% Add +6.4% 3,311 $249K
Dominguez Wealth Management Solutions, Inc. 0.15% Add +0.1% 3,310 $249K
Melfa Wealth Management, Inc. 0.14% Reduce -5.7% 3,307 $248K
First National Advisers, LLC 0.04% Add +0.9% 3,292 $247K
Pacific Sage Partners, LLC 0.04% No change 3,290 $247K
Tufton Capital Management 0.04% No change 3,270 $245K
Rockline Wealth Management, LLC 0.05% Add +18.6% 3,248 $244K
Wealth Group Ltd 0.06% No change 3,238 $243K
Interchange Capital Partners, LLC 0.08% Add +14.3% 4,000 $243K
LongView Wealth Management 0.06% Reduce -1.1% 3,006 $243K
eCIO, Inc. 0.11% Reduce -1.0% 3,223 $242K
Angeles Wealth Management, LLC 0.01% Reduce -52.6% 3,213 $241K
Cypress Capital Group 0.03% No change 3,200 $240K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.2% 3,187 $239K
D L Carlson Investment Group Inc. 0.04% Add +1.6% 3,179 $239K
Mairs & Power Inc. 0.00% No change 3,178 $239K
Owen LaRue, LLC 0.09% Add +0.1% 3,176 $238K
Rothschild Investment LLC 0.01% No change 3,175 $238K
EdgeRock Capital LLC 0.06% No change 3,170 $238K
Legacy Private Trust Co. 0.01% No change 3,168 $238K
KFA Private Wealth Group, LLC 0.06% Add +8.6% 3,167 $238K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -5.0% 3,121 $234K
Maseco LLP 0.01% Reduce -7.0% 3,120 $234K
Heartwood Wealth Advisors LLC 0.02% New 3,118 $234K
Legacy Advisors, LLC 0.03% No change 3,116 $234K
Pinnacle Bancorp, Inc. 0.07% No change 3,112 $234K
Align Financial, LLC 0.13% Reduce -98.6% 3,105 $233K
Aspiring Ventures, LLC 0.08% No change 3,100 $233K
Liberty Atlantic Advisors LLC 0.20% Reduce -7.3% 3,093 $232K
Ellevest, Inc. 0.03% No change 3,091 $232K
Emerald Investment Advisers, LLC 0.02% — 3,090 $232K
Independence Bank of Kentucky 0.03% No change 3,089 $232K
Traynor Capital Management, Inc. 0.01% Reduce -45.1% 3,186 $232K
Brand Asset Management Group, Inc. 0.06% Reduce -3.9% 3,085 $232K
Sterling Investment Counsel, LLC 0.06% Add +6.6% 3,084 $232K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 3,082 $231K
SilverOak Wealth Management LLC 0.04% No change 3,073 $231K
Vista Capital Partners, Inc. 0.02% New 3,071 $231K
Entrewealth, LLC 0.10% New 3,061 $230K
HHM Wealth Advisors, LLC 0.03% No change 3,058 $230K
Cooper/Haims Advisors, LLC 0.11% Reduce -26.4% 3,056 $230K
Chokshi & Queen Wealth Advisors, Inc 0.12% New 3,055 $229K
Quadcap Wealth Management, LLC 0.03% No change 3,050 $229K
Bath Savings Trust Co 0.02% No change 3,045 $229K
Forbes J M & Co. LLP 0.02% New 3,025 $227K
Omega Financial Group, LLC 0.07% Add +2.0% 3,016 $226K
Fort Vancouver Investment Management, LLC 0.11% Reduce -2.7% 3,010 $226K
Vista Investment Management 0.08% Add +3.8% 3,008 $226K
Cornerstone Wealth Advisors, Inc. 0.05% No change 3,008 $226K
Integral Investment Advisors, Inc. 0.06% No change 3,000 $225K
Courier Capital LLC 0.01% No change 3,000 $225K
Family Investment Center, Inc. 0.04% New 2,992 $225K
Element Pointe Advisors, LLC 0.04% No change 2,990 $225K
Advance Capital Management, Inc. 0.01% No change 2,990 $225K
SVB Wealth LLC 0.01% Reduce -30.5% 2,972 $223K
Jessup Wealth Management, Inc 0.08% Reduce -0.3% 2,970 $223K
Altus Wealth Group LLC 0.09% No change 2,969 $223K
Colonial Trust Advisors 0.02% Reduce -40.3% 2,966 $223K
Tacita Capital Inc 0.13% Reduce -12.9% 2,930 $220K
Wealth Alliance, LLC 0.02% Reduce -23.6% 2,925 $220K
Paragon Advisors, LLC 0.06% Reduce -35.5% 2,905 $218K
Confluence Wealth Services, Inc. 0.01% Reduce -7.6% 2,901 $218K
Atala Financial Inc 0.15% No change 2,854 $217K
Key Financial Inc 0.04% No change 2,883 $217K
Ingalls & Snyder LLC 0.01% New 2,864 $215K
Alliance Wealth Management Group 0.05% New 2,861 $215K
Towercrest Capital Management 0.03% New 2,861 $215K
Ardent Capital Management, Inc. 0.09% No change 2,850 $214K
Lynx Investment Advisory 0.10% New 2,842 $213K
Breachway Investments LLC 0.20% No change 2,800 $213K
Wealthstar Advisors, LLC 0.13% Add +0.1% 2,807 $211K
CVFG LLC 0.03% New 2,803 $211K
Balefire, LLC 0.04% New 2,801 $210K
Capital Management Associates, Inc 0.05% No change 2,795 $210K
Founders Financial Alliance, LLC 0.04% Add +269.9% 2,778 $209K
D.B. Root & Company, LLC 0.05% New 2,775 $208K
Lake Street Private Wealth, LLC 0.03% Reduce -88.5% 2,762 $207K
Optima Capital LLC 0.10% Add +0.1% 2,762 $207K
North Ridge Wealth Advisors, Inc. 0.12% Add +205.6% 2,750 $207K
Northern Lights Advisors, Inc. 0.14% New 2,748 $206K
Arrowroot Family Office, LLC 0.07% New 2,746 $206K
Santori & Peters, Inc. 0.06% Reduce -3.3% 2,743 $206K
Continuum Advisory, LLC 0.02% New 2,738 $206K
Attessa Capital LLC 0.11% Reduce -6.7% 2,725 $205K
Strategic Wealth Partners, Ltd. 0.01% Add +1.7% 2,721 $204K
Clearstead Trust, LLC 0.03% No change 2,721 $204K
Retirement Planning Group, LLC / NY 0.13% New 2,718 $204K
Fulton Breakefield Broenniman LLC 0.01% Reduce -1.3% 2,716 $204K
DeLarme Wealth Management, Inc. 0.13% New 2,715 $204K
Chapman Financial Group, LLC 0.15% No change 2,711 $204K
Crescent Grove Advisors, LLC 0.02% New 2,704 $203K
Ares Financial Consulting, LLC 0.16% Add +0.1% 2,665 $203K
apricus wealth, LLC 0.10% New 2,695 $202K
Sollinda Capital Management LLC 0.05% Reduce -89.2% 2,692 $202K
LFA - Lugano Financial Advisors SA 0.10% No change 2,680 $201K
BostonPremier Wealth LLC 0.10% New 2,670 $201K
Intelligent Financial Strategies 0.10% Add +5.9% 2,619 $197K
Quaker Wealth Management, LLC 0.06% Add +0.1% 2,607 $196K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +0.2% 2,575 $193K
Medallion Wealth Advisors, LLC 0.06% Reduce -0.8% 2,516 $189K
GW&K Investment Management, LLC 0.00% No change 2,495 $187K
Hazlett, Burt & Watson, Inc. 0.06% No change 2,475 $186K
Evermay Wealth Management LLC 0.02% Add +21.9% 2,431 $183K
Cornerstone Planning Group LLC 0.02% Reduce -5.1% 2,106 $171K
Petix & Botte Co 0.07% Reduce -50.0% 2,183 $164K
Financial Perspectives, Inc 0.05% Add +9.1% 2,152 $162K
Pacifica Partners Inc. 0.05% Add +59.8% 2,140 $161K
Elevation Wealth Partners, LLC 0.05% Add +0.2% 2,039 $153K
Frazier Financial Advisors, LLC 0.08% No change 2,006 $151K
Bollard Group LLC 0.00% Add +11.3% 1,997 $150K
Sound Income Strategies, LLC 0.01% Reduce -13.6% 1,941 $148K
MV Capital Management, Inc. 0.01% No change 1,948 $146K
Center for Financial Planning, Inc. 0.01% No change 1,909 $143K
Centaurus Financial, Inc. 0.01% Reduce -0.5% 1,909 $143K
Larson Financial Group LLC 0.00% Reduce -11.6% 1,862 $140K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -19.8% 1,764 $132K
TIAA Wealth Investment Management LLC 0.00% — 1,811 $132K
LGT Financial Advisors LLC 0.67% No change 1,745 $131K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $131K
Meramec Financial Planners, LLC 0.05% Add +0.1% 1,581 $128K
Provident Wealth Management, LLC 0.04% No change 1,666 $125K
USA Financial Formulas 0.02% Reduce -14.8% 1,639 $123K
Evolution Advisers, Inc. 0.05% No change 1,649 $123K
Qube Research & Technologies Ltd 0.00% Reduce -80.5% 1,610 $121K
Mondrian Investment Partners LTD 0.00% Reduce -57.3% 1,588 $119K
Legacy Bridge, LLC 0.04% No change 1,552 $117K
DHJJ Financial Advisors, Ltd. 0.04% Add +1.6% 1,541 $116K
Beacon Financial Strategies CORP 0.06% Add +0.1% 1,515 $114K
Glass Jacobson Investment Advisors llc 0.04% Add +9.3% 1,490 $112K
Zeit Capital LLC 0.07% Reduce -4.4% 1,478 $111K
Frisco Financial Planning LLC 0.09% Add +0.2% 1,419 $107K
Strategic Investment Advisors / MI 0.01% New 1,398 $105K
First Pacific Financial 0.01% Add +0.1% 1,395 $105K
GHP Investment Advisors, Inc. 0.00% Add +0.1% 1,378 $104K
Versant Capital Management, Inc 0.01% No change 1,345 $101K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $101K
SWAN Capital LLC 0.04% Reduce -74.8% 1,312 $99K
NCP Inc. 0.16% Reduce -83.4% 1,300 $98K
Financial Freedom, LLC 0.05% Add +0.2% 1,271 $95K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,260 $95K
Copia Wealth Management 0.06% Add +8.7% 1,252 $94K
Murphy & Mullick Capital Management Corp 0.07% Add +25.1% 1,248 $94K
TFC Financial Management, Inc. 0.01% No change 1,246 $94K
Heritage Wealth Advisors 0.00% Reduce -23.8% 1,226 $92K
Ankerstar Wealth, LLC 0.10% No change 1,223 $92K
International Assets Investment Management, LLC 0.01% Add +12.6% 1,106 $84K
Scarborough Advisors, LLC 0.01% New 1,115 $84K
Synergy Investment Management, LLC 0.03% New 1,112 $84K
MPWM Advisory Solutions, LLC 0.04% Add +70.1% 1,109 $83K
Biltmore Family Office, LLC 0.01% No change 1,105 $83K
Simplex Trading, LLC 0.00% New 1,076 $81K
Park National Corp. 0.00% New 1,052 $79K
Bangor Savings Bank 0.01% No change 1,045 $78K
Community Bank, N.A. 0.01% No change 1,034 $78K
Horizons Wealth Management 0.05% No change 1,014 $76K
Trust Co. of Toledo NA 0.01% Add +7.0% 1,000 $75K
Activest Wealth Management 0.01% No change 967 $73K
Arlington Trust Co LLC 0.01% No change 955 $72K
Rosenberg Matthew Hamilton 0.01% Add +38.8% 951 $71K
Westside Investment Management, Inc. 0.01% Add +18.1% 948 $71K
Clayton Financial Group LLC 0.04% No change 947 $71K
Midway Capital Research & Management 0.07% New 945 $71K
Crewe Advisors LLC 0.01% No change 936 $70K
Barclays PLC 0.00% No change 935 $70K
Monetary Solutions, Ltd 0.07% No change 903 $68K
Family Manage LLC 0.01% Add +0.1% 896 $67K
Leo H. Evart, Inc. 0.06% — 890 $67K
KERR FINANCIAL PLANNING Corp 0.05% Reduce -50.0% 835 $67K
Twin Peaks Wealth Advisors, LLC 0.02% New 871 $65K
Mascoma Wealth Management LLC 0.01% No change 839 $63K
Global Trust Asset Management, LLC 0.02% Add +516.7% 814 $61K
CDKV Holdings LLC 0.05% No change 805 $60K
Private Wealth Management Group, LLC 0.02% No change 805 $60K
Salomon & Ludwin, LLC 0.01% No change 799 $60K
CoreFirst Bank & Trust 0.03% No change 774 $58K
Clark Wealth Partners 0.04% No change 748 $56K
Toth Financial Advisory Corp. 0.01% No change 744 $56K
Tradewinds Capital Management, LLC 0.01% New 737 $55K
Bullock Wealth Management Group 0.03% No change 693 $53K
Hanson & Doremus Investment Management 0.01% Add +263.2% 690 $52K
Salem Investment Counselors Inc. 0.00% New 682 $51K
Dorato Capital Management 0.04% No change 644 $51K
Graney & King, LLC 0.03% Add +12.8% 678 $51K
Miller Capital Partners, Inc. 0.02% No change 674 $51K
Addison Advisors LLC 0.01% No change 671 $50K
PFS Partners, LLC 0.02% Add +0.2% 641 $48K
Harbor Asset Planning, Inc. 0.04% Add +0.2% 641 $48K
Boyd Watterson Asset Management LLC 0.01% No change 607 $46K
Bfsg, LLC 0.00% No change 593 $45K
Kentucky Trust Co 0.02% No change 555 $42K
Greykasell Wealth Strategies, Inc. 0.02% Add +0.2% 517 $39K
Aventura Private Wealth, LLC 0.01% No change 513 $39K
Centerpoint Advisors, LLC 0.01% No change 500 $38K
Gables Capital Management Inc. 0.02% Reduce -37.5% 500 $38K
Abound Wealth Management 0.01% Reduce -21.2% 495 $37K
HighMark Wealth Management LLC 0.01% Add +0.2% 487 $37K
Vermillion Wealth Management, Inc. 0.01% Reduce -42.4% 483 $36K
Pioneer Family Office, LLC 0.03% Add +0.2% 482 $36K
Tsfg, LLC 0.01% No change 478 $36K
Pinney & Scofield, Inc. 0.02% No change 470 $35K
City Holding Co. 0.00% New 468 $35K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -0.4% 457 $34K
Keating Financial Advisory Services, Inc. 0.01% Add +1035.0% 454 $34K
Farmers & Merchants Investments Inc. 0.00% No change 435 $33K
Kimelman & Baird, LLC 0.00% New 432 $32K
Cordgrass Capital Advisors, LLC 0.01% New 430 $32K
GGM Financial LLC 0.01% Add +0.3% 407 $31K
Cheviot Value Management, LLC 0.00% No change 402 $30K
Kings Path Partners LLC 0.01% Add +0.3% 383 $29K
United Community Bank 0.01% Reduce -27.7% 371 $28K
Trust Co 0.00% No change 371 $28K
Colonial Trust Co / SC 0.00% No change 350 $26K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.1% 332 $25K
Princeton Global Asset Management LLC 0.00% No change 325 $24K
Summer Road LLC 0.02% Add +0.3% 320 $24K
Rakuten Securities, Inc. 0.01% Add +2920.0% 302 $23K
Timmons Wealth Management, LLC 0.02% Add +0.3% 293 $22K
Acumen Wealth Advisors, LLC 0.01% New 288 $22K
Cornerstone Financial Management LLC 0.02% No change 282 $21K
Nemes Rush Group LLC 0.00% No change 270 $20K
Fourth Dimension Wealth, LLC 0.01% No change 255 $19K
Financial Connections Group, Inc. 0.01% No change 254 $19K
Gill Capital Partners, LLC 0.01% New 252 $19K
Intentional Wealth Strategies, LLC 0.02% — 250 $19K
NorthAvenue LLC 0.01% No change 241 $18K
McMillan Office, Inc. 0.00% No change 236 $18K
St Germain D J Co. Inc. 0.00% Add +67.1% 234 $18K
Ascentis Wealth Management, LLC 0.00% Add +53.0% 231 $17K
Key Capital Management, INC 0.01% Add +128.0% 228 $17K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -13.8% 224 $17K
Crews Bank & Trust 0.00% No change 218 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 216 $16K
Quent Capital, LLC 0.00% No change 205 $15K
JDM Financial Group LLC 0.01% No change 203 $15K
Piscataqua Savings Bank 0.01% No change 200 $15K
Aberdeen Wealth Management LLC 0.01% No change 185 $14K
Longview Financial Advisors, Inc. 0.01% New 176 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 175 $13K
Pin Oak Investment Advisors Inc. 0.01% No change 178 $13K
GoalVest Advisory LLC 0.00% No change 166 $12K
Merkkuri Wealth Advisors LLC 0.01% New 151 $11K
McGuire Capital Advisors Inc. 0.01% Reduce -43.1% 145 $11K
Ameriflex Group, Inc. 0.01% New 140 $11K
Alerus Financial NA 0.00% No change 140 $11K
Hartford Financial Management Inc. 0.00% No change 137 $10K
Philadelphia Investment Partners, LLC 0.01% — 131 $10K
Legacy Wealth Managment, LLC 0.00% No change 125 $9K
MidFirst Bank 0.00% No change 125 $9K
Peoples Financial Services Corp. 0.00% No change 120 $9K
SJS Investment Consulting Inc. 0.00% Reduce -21.5% 106 $8K
Manning & Napier Advisors LLC 0.00% No change 105 $8K
United Financial Planning Group LLC 0.00% No change 105 $8K
Holos Integrated Wealth LLC 0.00% Add +1.0% 102 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -89.0% 100 $8K
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
TopTier Wealth Management, LLC 0.00% New 88 $7K
Darwin Wealth Management, LLC 0.00% No change 84 $6K
3 Factor Indexing, LLC 0.01% — 76 $6K
PlanVest Financial, Inc 0.00% — 71 $5K
IAG Wealth Partners, LLC 0.00% No change 61 $5K
1 North Wealth Services LLC 0.00% No change 58 $4K
Valued Wealth Advisors LLC 0.00% No change 50 $4K
Financial Consulate, Inc. 0.00% No change 44 $3K
Steph & Co. 0.00% No change 44 $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% 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
Reyes Financial Architecture, Inc. 0.00% New 29 $2K
Navigoe, LLC 0.00% No change 33 $2K
Wilkerson Advisory Group LLC 0.00% No change 18 $1K
Essential Investment Partners LLC 0.00% No change 16 $1K

"% 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.