Vanguard Ftse All-World Ex-UVEUETF

13F holders, Q2 2026 (June 30)
1,634holders +59
114new positions
49sold out
5famous investors
$83.41avg. 13F price*

At the end of Q2 2026, 1,634 institutions reported holding Vanguard Ftse All-World Ex-U (VEU) in their 13F filings, up 59 from Q1 2026. 114 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($2.9B), Morgan Stanley ($2.0B) and Northern Trust Corp. ($1.5B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions114$137.8M
Exits49$124.7M

All 13F filers, Q1 2026 → Q2 2026: 20,591,409 shares bought and 14,444,736 shares sold, net +6,146,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,634 holders

Bank of America Corp. 0.19% Reduce -0.1% 34,544,341 $2.9B
Morgan Stanley 0.10% Reduce -7.4% 23,422,899 $2.0B
Northern Trust Corp. 0.17% Reduce -0.2% 17,501,234 $1.5B
Envestnet Asset Management Inc. 0.22% Add +1.6% 10,993,333 $920.7M
Wells Fargo & Company 0.14% Reduce -1.7% 9,345,031 $782.6M
UBS Group AG 0.12% Add +5.8% 8,848,212 $741.0M
PNC Financial Services Group, Inc. 0.35% Add +1.6% 8,377,441 $701.6M
Sanders Capital, LLC 0.66% Reduce -21.4% 7,839,638 $656.6M
Forvis Mazars Wealth Advisors, LLC 10.70% Add +1.3% 7,647,741 $640.5M
Raymond James Financial Inc. 0.14% Reduce -8.0% 6,038,102 $505.7M
Diversified Trust Co. 7.60% Add +2.3% 5,663,893 $474.4M
CBIZ Investment Advisory Services, LLC 14.69% No change 5,351,291 $401.9M
Cresset Asset Management, LLC 1.46% Add +4.0% 4,774,332 $399.9M
CIBC Asset Management Inc 0.87% Reduce -2.8% 4,722,854 $395.5M
Blair William & Co. 0.98% Add +7.5% 4,479,218 $375.1M
Jane Street Group, LLC 0.23% Add +16818.4% 4,225,027 $353.8M
Baird Financial Group, Inc. 0.48% Add +9.6% 4,175,467 $349.7M
LPL Financial LLC 0.08% Add +7.6% 4,002,385 $335.2M
Cerity Partners LLC 0.40% Add +9.5% 3,923,687 $328.6M
Janney Montgomery Scott LLC 0.63% Reduce -3.8% 3,867,900 $323.9M
Jones Financial Companies LLLP 0.12% Add +7.0% 3,710,153 $306.9M
HighTower Advisors, LLC 0.29% Reduce -1.0% 3,617,288 $302.9M
Stifel Financial Corp. 0.25% Add +1.2% 3,605,788 $302.0M
WestEnd Advisors, LLC 6.71% Reduce -5.3% 3,595,668 $301.1M
Summit Financial, LLC 3.22% Add +1.7% 3,511,693 $294.1M
Vanguard Advisers Inc. 0.99% Reduce -0.9% 3,482,258 $291.6M
Lincoln National Corp. 7.06% Reduce -0.6% 3,294,439 $275.9M
Kestra Investment Management, LLC 5.29% Reduce -32.5% 3,263,559 $273.3M
Euclidean Capital LLC 61.76% No change 3,243,484 $271.6M
Choate Investment Advisors 4.77% Add +4.4% 3,242,810 $271.6M
Goldman Sachs Group Inc. 0.03% Add +3.5% 3,120,596 $261.3M
Brown Advisory Inc. 0.39% Add +5.5% 3,026,677 $253.5M
Johnson Investment Counsel Inc. 1.76% Add +3.1% 2,877,438 $241.0M
Royal Bank of Canada 0.03% Add +4.5% 2,381,092 $199.4M
Howland Capital Management LLC 6.61% Add +1.8% 2,188,030 $183.2M
Captrust Financial Advisors 0.27% Add +0.5% 2,142,078 $179.4M
Rockefeller Capital Management L.P. 0.27% Reduce -0.3% 2,125,680 $178.0M
Victory Capital Management Inc. 0.10% Reduce -9.2% 2,052,412 $171.9M
Truist Financial Corp. 0.20% Reduce -4.6% 1,970,429 $165.0M
Osborne Partners Capital Management, LLC 8.55% Reduce -0.3% 1,836,963 $153.8M
JPMorgan Chase & Co. 0.01% Add +25.3% 1,817,910 $151.3M
Commonwealth Equity Services, LLC 0.18% Add +3.9% 1,681,317 $140.8M
Voya Financial Advisors, Inc. 12.22% Add +12.6% 1,668,213 $138.8M
Accredited Investors Inc. 5.96% Add +933.7% 1,648,027 $138.0M
Corient Private Wealth LP 0.18% Add +1.4% 1,588,463 $133.0M
Northwestern Mutual Wealth Management Co. 0.07% Add +38.3% 1,549,459 $129.8M
Creative Planning 0.07% Add +1.8% 1,497,894 $125.4M
US Bancorp \de 0.14% Add +1.7% 1,495,923 $125.3M
Laird Norton Wetherby Trust Company, LLC 2.39% Reduce -0.7% 1,483,276 $124.2M
Osaic Holdings, Inc. 0.15% Add +13.5% 1,480,459 $124.0M
Assetmark, Inc. 0.20% Add +95.7% 1,356,911 $113.6M
Wealthspire Advisors, LLC 0.63% Add +6.9% 1,355,390 $113.5M
Strid Group, LLC 12.41% Reduce -12.5% 1,335,201 $111.8M
Cetera Investment Advisers 0.10% Add +3.7% 1,322,127 $110.7M
Means Investment Co., Inc. 7.95% Reduce -0.7% 1,256,007 $105.2M
Glassman Wealth Services 11.70% Add +0.9% 1,165,916 $97.6M
Arax Advisory Partners 0.64% Add +4818.6% 1,147,363 $96.1M
HB Wealth Management, LLC 0.54% Add +11.4% 1,139,409 $95.4M
Ameriprise Financial Inc. 0.02% Add +2.6% 1,105,563 $92.6M
Pinnacle Associates Ltd. 0.99% Add +2.2% 1,081,105 $90.5M
J.Safra Asset Management Corp 4.17% Reduce -0.6% 1,080,367 $90.5M
Waverly Advisors, LLC 0.50% Add +18.0% 1,034,551 $86.6M
MML Investors Services, LLC 0.17% Add +20.6% 966,392 $80.9M
Mercer Global Advisors Inc. 0.10% Add +83.4% 942,675 $78.9M
Wealthcare Capital Management LLC 7.36% Reduce -2.5% 926,244 $77.6M
NewSquare Capital LLC 5.74% Add +4.0% 921,792 $77.2M
Cardinal Point Capital Management ULC 4.36% Add +1.5% 918,218 $76.9M
Karpus Management, Inc. 2.20% Reduce -6.6% 911,846 $76.4M
Wharton Business Group, LLC 2.47% Add +0.0% 881,721 $73.8M
Flower City Capital 30.49% Add +1.1% 826,889 $69.3M
Basecamp Wealth Advisors LLC 12.88% Reduce -2.9% 826,521 $69.2M
Nicholas Hoffman & Company, LLC. 1.46% Add +0.3% 825,291 $69.1M
Patriot Investment Management Group, Inc. 3.83% Reduce -0.3% 789,158 $66.1M
Savant Capital, LLC 0.19% Add +102.8% 816,019 $64.9M
Madison Asset Management, LLC 0.76% Add +2.8% 758,447 $63.5M
Sage Financial Group Inc. 3.49% Add +3.8% 752,152 $63.0M
Cullen/Frost Bankers, Inc. 0.62% Add +3.5% 747,233 $62.6M
Moneta Group Investment Advisors LLC 0.46% Add +0.2% 736,879 $61.7M
Evercore Wealth Management, LLC 0.87% Add +22.3% 735,314 $61.6M
Nisa Investment Advisors, LLC 0.19% No change 729,000 $61.1M
Dunhill Financial, LLC 12.47% Add +0.0% 728,761 $61.0M
F/m Investments LLC 3.10% Add +1.0% 728,304 $61.0M
Compton Wealth Advisory Group, LLC 12.22% Reduce -1.9% 731,842 $60.5M
Cornerstone Advisors Asset Management, LLC 7.91% Add +19.9% 722,555 $60.5M
Mather Group, Llc. 0.51% Reduce -2.6% 703,974 $59.0M
BIP Wealth, LLC 1.63% Add +15.3% 687,071 $57.5M
Blankinship & Foster, LLC 11.45% Add +1.8% 677,192 $56.7M
Fort Washington Investment Advisors Inc. 0.28% Reduce -7.6% 666,830 $55.8M
Bridges Investment Management Inc. 0.66% Reduce -2.2% 647,813 $54.3M
Pasadena Private Wealth, LLC 6.92% Add +0.8% 644,290 $54.0M
Verus Financial Partners, Inc. 4.61% Reduce -0.1% 642,970 $53.8M
Cambridge Investment Research Advisors, Inc. 0.12% Add +18.3% 641,976 $53.8M
Topsail Wealth Management, LLC 6.76% Reduce -1.8% 632,426 $53.0M
Federation des caisses Desjardins du Quebec 0.16% Add +2.7% 626,665 $52.5M
AQR Capital Management 0.02% Add +28.9% 618,221 $51.8M
Fifth Third Bancorp 0.08% Reduce -1.7% 612,861 $51.3M
Focus Partners Wealth 0.05% Reduce -3.8% 607,137 $50.8M
Henshaw Capital LLC 1.62% Reduce -0.6% 592,813 $49.6M
Wrenne Financial Planning LLC 16.75% Add +4.6% 592,109 $49.6M
Valmark Advisers, Inc. 0.53% Reduce -7.8% 590,635 $49.5M
Bank of Montreal 0.02% Add +4.3% 569,179 $47.7M
Pinnacle Wealth Management Advisory Group, LLC 2.75% Add +4.9% 551,579 $46.2M
MilWealth Group LLC 9.81% Reduce -1.3% 549,176 $46.0M
Vanguard National Trust Co 2.51% Reduce -0.1% 549,020 $46.0M
Bailard, Inc. 0.93% Add +1.3% 547,454 $45.8M
Stonehage Fleming Financial Services Holdings Ltd 1.54% Add +66.9% 537,491 $45.0M
Caprock Group, LLC 0.86% Reduce -1.5% 535,806 $44.9M
Performa Ltd (US), LLC 7.21% Add +3.0% 533,277 $44.7M
Davis R M Inc. 0.70% Reduce -0.6% 528,051 $44.2M
LRI Investments, LLC 3.53% Add +1.9% 525,305 $44.0M
Threadgill Financial, LLC 17.92% Add +2.9% 519,246 $43.5M
5th Street Advisors, LLC 16.62% Reduce -3.0% 512,510 $42.9M
Standpoint Asset Management, LLC 8.95% Add +3.5% 509,600 $42.7M
Mariner, LLC 0.04% Add +0.7% 499,018 $41.8M
AllGen Financial Advisors, Inc. 8.83% Reduce -4.4% 482,791 $40.4M
Stonebridge Capital Advisors LLC 2.57% Add +1.2% 480,527 $40.2M
Sentinel Trust Co. Lba 3.51% Reduce -2.9% 473,829 $39.7M
Bank of New York Mellon Corp 0.01% Add +10.1% 470,251 $39.4M
M&T Bank Corp 0.11% Reduce -1.9% 465,659 $39.0M
Luminvest Wealth Management LLC 8.92% Reduce -1.1% 462,478 $38.4M
Avion Wealth 7.12% Add +10.7% 457,003 $38.3M
Kestra Advisory Services, LLC 0.12% Reduce -12.6% 450,875 $37.8M
Sage Financial Management Group, Inc. 10.25% Add +1.0% 445,596 $37.3M
Albion Financial Group 2.16% Add +0.5% 444,352 $37.2M
United Capital Financial Advisors, LLC 0.20% Add +0.1% 436,427 $36.5M
Alliancebernstein L.P. 0.01% Add +4.0% 486,369 $36.5M
Mullooly Asset Management, Inc. 11.06% Reduce -0.4% 428,963 $35.9M
Pathstone Holdings, LLC 0.10% Add +15.3% 428,053 $35.8M
Boxwood Ventures, Inc. 21.36% New 427,241 $35.8M
Bluestem Financial Advisors, LLC 12.49% Reduce -2.4% 425,716 $35.7M
Wealthcare Advisory Partners LLC 0.67% Add +7.9% 421,784 $35.3M
Roble, Belko & Company, Inc 3.77% Add +0.9% 416,876 $34.9M
Destination Wealth Management 0.80% Add +3.8% 406,507 $34.0M
Associated Banc-Corp 0.80% Add +5.0% 404,746 $33.9M
FMR LLC 0.00% Add +3.9% 395,161 $33.1M
Somnio Financial Group, LLC 19.53% Reduce -0.5% 393,517 $33.0M
FC Advisory LLC 8.67% Reduce -1.4% 390,746 $32.7M
Granby Capital Management, LLC 17.04% No change 390,000 $32.7M
Leonard Rickey Investment Advisors P.L.L.C. 5.13% Reduce -15.5% 389,761 $32.6M
Avior Wealth Management, LLC 0.86% Reduce -0.7% 389,362 $32.6M
First Horizon Corp. 1.25% Add +4.5% 388,857 $32.6M
Envestnet Portfolio Solutions, Inc. 0.15% Add +10.9% 386,084 $32.3M
Stratos Investment Management, LLC 1.13% Add +1.2% 374,128 $31.3M
Cambient Family Office, LLC 3.83% Reduce -0.4% 371,365 $31.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +1.3% 370,087 $30.9M
Citizens Financial Group Inc. 0.37% Add +4.5% 366,569 $30.7M
DAVENPORT & Co LLC 0.16% Add +14.1% 366,231 $30.7M
Agf Management Ltd. 0.12% Reduce -3.5% 364,881 $30.6M
Van Cleef Asset Management,Inc 3.11% Add +0.2% 363,890 $30.5M
Thrivent Financial for Lutherans 0.05% Add +2.2% 362,143 $30.3M
Telos Capital Management, Inc. 2.66% Add +1.1% 359,801 $30.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.38% Add +19.1% 346,950 $29.1M
River Wealth Advisors LLC 3.04% Add +5.8% 346,676 $29.0M
&partners 0.12% Reduce -0.8% 345,090 $28.9M
BLB&B Advisors, LLC 1.05% Add +2.6% 341,617 $28.6M
Main Management LLC 1.90% Add +0.9% 337,364 $28.3M
Bessemer Group Inc. 0.04% Reduce -0.5% 331,976 $27.8M
Whittier Trust Co. 0.27% Reduce -3.5% 329,660 $27.8M
Aspiriant, LLC 0.69% Reduce -0.4% 331,741 $27.8M
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 5.37% — 331,700 $27.8M
Optas, LLC 3.85% Add +0.3% 327,959 $27.5M
Newton One Investments LLC 6.85% Reduce -1.7% 324,654 $27.2M
Coldstream Capital Management Inc. 0.34% Add +32.9% 324,485 $27.2M
Natixis Advisors, LLC 0.03% Add +5.5% 320,764 $26.9M
Kestra Private Wealth Services, LLC 0.29% Add +34.6% 318,728 $26.7M
Clear Harbor Asset Management, LLC 1.67% Add +4.4% 318,315 $26.7M
Trust Co. of Vermont 0.98% — 314,394 $26.3M
OpenArc Corporate Advisory, LLC 0.31% Add +38.8% 307,490 $25.8M
Firestone Capital Management 4.78% Add +5.0% 306,762 $25.7M
Wedmont Private Capital 0.70% Add +60.7% 304,741 $25.4M
Define Financial, LLC 11.59% Add +5.2% 301,273 $25.2M
Hall Capital Management Co. Inc. 7.74% Add +7.0% 296,782 $24.9M
Boston Standard Wealth Management, LLC 3.57% Add +1.7% 296,966 $24.6M
Tolleson Wealth Management, Inc. 3.30% Reduce -0.1% 291,927 $24.4M
First American Trust, FSB 1.47% Reduce -13.7% 291,762 $24.4M
Allworth Financial LP 0.10% Reduce -14.9% 283,440 $23.7M
CKW Financial Group 2.32% Add +0.3% 285,301 $23.6M
Sandy Cove Advisors, LLC 5.87% Add +4.4% 280,218 $23.5M
Five Pine Wealth Management 13.12% Add +0.6% 276,897 $23.2M
NewEdge Wealth, LLC 0.23% Add +11.7% 276,012 $23.1M
Beacon Pointe Advisors, LLC 0.11% Add +17.7% 274,906 $23.0M
Berkshire Asset Management LLC 0.90% Add +1.0% 272,741 $22.8M
Bartlett & Co. Wealth Management LLC 0.28% Add +0.9% 271,049 $22.7M
Mb, Levis & Associates, LLC 8.27% Add +0.8% 267,836 $22.4M
Chesley Taft & Associates LLC 0.86% Add +0.7% 263,320 $22.1M
Beacon Wealthcare LLC 7.02% Reduce -0.3% 261,507 $21.9M
Park Avenue Securities LLC 0.13% Reduce -11.5% 256,459 $21.5M
Ballentine Partners, LLC 0.26% Add +0.5% 255,832 $21.4M
Coston, McIsaac & Partners 4.30% Add +8.2% 255,461 $21.4M
DRW Securities, LLC 1.27% Add +13.1% 254,595 $21.3M
Joel Isaacson & Co., LLC 0.61% Add +1.3% 251,892 $21.1M
Stephens Inc. 0.24% Reduce -1.3% 250,969 $21.0M
TL Private Wealth 7.67% Reduce -5.5% 252,301 $20.9M
WASHINGTON TRUST Co 0.65% Add +14.8% 248,411 $20.8M
Lido Advisors, LLC 0.07% Reduce -1.5% 247,293 $20.7M
Ballast, Inc. 3.90% Add +1.3% 247,007 $20.7M
ETF Portfolio Partners, Inc. 4.86% Reduce -3.9% 243,958 $20.4M
Evergreen Capital Management LLC 0.35% Add +6.1% 239,373 $20.0M
MAI Capital Management 0.08% Add +13.4% 238,420 $20.0M
Woodmont Investment Counsel LLC 1.08% Add +0.3% 235,499 $19.7M
Sanctuary Advisors, LLC 0.09% Add +20.3% 234,017 $19.6M
Empower Advisory Group, LLC 0.05% Reduce -5.2% 231,183 $19.4M
Pinnacle Financial Partners, Inc. 0.13% Add +12.0% 229,929 $19.3M
Quantinno Capital Management LP 0.02% Add +19.4% 229,445 $19.2M
SouthState Bank Corp 0.80% Add +2.0% 228,940 $19.2M
Wealthfront Advisers LLC 0.04% Add +11.9% 224,294 $18.8M
Cary Street Partners Financial LLC 0.41% Add +87.3% 223,924 $18.8M
BlackRock, Inc. 0.00% Add +56.1% 222,534 $18.6M
Main Street Group, LTD 4.61% Add +43.6% 220,971 $18.5M
Baltimore-Washington Financial Advisors, Inc. 0.69% Add +4.8% 218,293 $18.3M
Dakota Wealth Management 0.35% Add +1.5% 215,796 $18.1M
Hegarty Advisors, LLC 12.38% Add +0.9% 214,818 $18.0M
Scissortail Wealth Management, LLC 3.43% Add +0.8% 213,024 $17.8M
CIBC Bancorp USA Inc. 0.02% Add +34.6% 212,158 $17.8M
JMG Financial Group, Ltd. 0.43% Reduce -1.1% 212,142 $17.8M
LaSalle St. Investment Advisors, LLC 2.16% Add +1.8% 211,138 $17.7M
Axis Capital Holdings Ltd. 5.61% No change 207,150 $17.3M
Financial Solutions Advisory Group, Inc. 2.18% Add +0.1% 207,756 $17.3M
Wesbanco Bank Inc. 0.43% Reduce -7.7% 205,590 $17.2M
Clearstead Advisors, LLC 0.16% Reduce -1.1% 205,073 $17.2M
Avalon Advisory Group 6.27% Add +1.2% 202,723 $17.0M
Strategic Wealth Investment Group, LLC 2.05% Add +171.0% 202,266 $16.9M
NewEdge Advisors, LLC 0.05% Reduce -6.1% 199,350 $16.7M
Williams Financial, LLC 8.59% Add +4.3% 198,449 $16.6M
Hillcrest Wealth Advisors - NY, LLC 5.84% Add +0.9% 194,800 $16.3M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -0.7% 194,736 $16.3M
Astoria Strategic Wealth, Inc. 3.71% Reduce -3.7% 194,175 $16.3M
Triune Financial Partners, LLC 3.38% Reduce -0.8% 193,062 $16.2M
Circle Wealth Management, LLC 0.20% No change 192,702 $16.1M
AlphaCore Capital LLC 0.30% Reduce -1.6% 192,424 $16.1M
Compass Planning Associates Inc 8.69% Add +5.2% 191,910 $16.1M
Journey Beyond Wealth, LLC 12.46% Reduce -9.4% 190,483 $16.0M
First National Bank of Omaha 0.44% Reduce -3.5% 188,684 $15.7M
Berkeley Capital Partners, LLC 3.21% Add +2.0% 186,294 $15.6M
Prospera Capital Management, LLC 4.83% Add +214.9% 183,325 $15.5M
D.A. Davidson & Co. 0.08% Add +1.5% 181,942 $15.2M
Twelve Points Wealth Management LLC 3.03% Add +5.3% 180,384 $15.1M
Stratos Wealth Advisors, LLC 0.83% Reduce -1.6% 179,938 $15.1M
Discipline Wealth Solutions, LLC 1.31% Add +28.9% 179,693 $15.0M
Pinnacle Financial Group, LLC / IL 3.67% Add +3.3% 179,439 $15.0M
Central Valley Advisors, LLC 3.83% New 178,176 $14.9M
SCS Capital Management LLC 0.14% Reduce -1.2% 176,861 $14.8M
Northeast Investment Management 0.53% Add +33.8% 173,226 $14.5M
AMG National Trust Bank 0.30% Reduce -13.4% 172,648 $14.5M
BNP Paribas Financial Markets 0.01% Add +14.4% 171,029 $14.3M
Curi Capital, LLC 0.22% Add +0.5% 169,041 $14.2M
Idaho Trust Co 4.08% Add +3.3% 166,650 $14.0M
VERITY Wealth Advisors 8.35% Add +2.2% 165,088 $13.8M
Atria Investments, Inc 0.14% Add +14.2% 161,989 $13.6M
Ifrah Financial Services, Inc. 3.26% Reduce -0.3% 159,267 $13.3M
Allspring Global Investments Holdings, LLC 0.02% Add +0.7% 160,065 $13.2M
Heritage Investors Management Corp. 0.36% Reduce -1.7% 155,619 $13.0M
Seeds Investor LLC 1.33% Reduce -0.3% 154,891 $13.0M
Retirement Financial Solutions, LLC 3.18% Add +7.8% 154,686 $13.0M
BBR Partners, LLC 0.61% Add +88.0% 154,608 $12.9M
Gotham Asset Management 0.03% Add +0.9% 153,993 $12.9M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -40.2% 153,666 $12.9M
VSM Wealth Advisory, LLC 3.39% Reduce -1.2% 152,541 $12.8M
Bahl & Gaynor LLC 0.06% Reduce -1.1% 152,193 $12.7M
Stone Loft Wealth Management LLC 7.12% Add +0.5% 150,508 $12.5M
Commerce Bank 0.05% Add +18.9% 147,484 $12.4M
Quest Investment Management LLC 1.42% Reduce -14.3% 145,461 $12.2M
OLIO Financial Planning 3.02% Reduce -0.3% 145,173 $12.2M
Chatham Capital Group, Inc. 1.54% Add +2.1% 143,745 $12.0M
Whittier Trust Co. of Nevada Inc. 0.22% Reduce -0.2% 144,647 $12.0M
Tiff Advisory Services, LLC 2.94% Reduce -5.8% 143,115 $12.0M
Financial Engines Advisors L.L.C. 0.02% Add +2.7% 141,009 $11.8M
Cherry Tree Wealth Management, LLC 2.18% Reduce -0.6% 138,239 $11.6M
Balanced Wealth Group LLC 3.62% Add +0.9% 136,852 $11.5M
Pure Financial Advisors, LLC 0.15% Reduce -3.2% 136,797 $11.5M
Focus Partners Advisor Solutions, LLC 0.10% Add +34.8% 135,531 $11.4M
Brighton Jones LLC 0.20% Add +2.5% 131,417 $11.0M
Coastal Bridge Advisors, LLC 0.68% Add +2.0% 131,103 $11.0M
Financial Management Professionals, Inc. 1.04% Add +1.4% 130,752 $11.0M
Lodestar Private Asset Management LLC 0.92% Reduce -1.2% 126,697 $10.6M
Steward Partners Investment Advisory, LLC 0.05% Reduce -10.0% 126,253 $10.6M
Daniel Investment Group, Inc. 6.23% — 125,639 $10.5M
Beaird Harris Wealth Management, LLC 0.66% Reduce -1.4% 125,282 $10.5M
Migdal Insurance & Financial Holdings Ltd. 0.07% Reduce -5.7% 125,005 $10.5M
Asset Allocation & Management Company, LLC 3.38% Add +82.7% 123,225 $10.3M
Kraft, Davis & Associates, LLC 2.15% Add +0.2% 125,122 $10.3M
Equitable Holdings, Inc. 0.06% Reduce -18.9% 122,035 $10.2M
Modern Wealth Management, LLC 0.12% Add +33.2% 121,874 $10.2M
OneDigital Investment Advisors LLC 0.09% Reduce -38.5% 121,129 $10.1M
Quaker Wealth Management, LLC 2.94% Add +4530.2% 120,709 $10.1M
Wealthspire Retirement, LLC 0.55% Add +36.9% 120,498 $10.1M
Brave Asset Management Inc. 2.15% Add +13.8% 120,228 $10.1M
One Capital Management, LLC 0.28% No change 133,088 $10.0M
Quantum Capital Management, LLC / NJ 1.23% Reduce -1.4% 117,604 $9.8M
Sequoia Financial Advisors, LLC 0.05% Reduce -4.1% 117,596 $9.8M
WBH Advisory Inc. 0.66% Add +4.3% 117,122 $9.8M
Welch & Forbes LLC 0.12% Add +4.0% 117,094 $9.8M
Perigon Wealth Management, LLC 0.16% Add +0.0% 116,961 $9.8M
Apella Capital, LLC 0.14% Reduce -1.3% 117,953 $9.8M
Lam Group, Inc. 4.75% No change 114,192 $9.6M
Columbia River Financial Group, LLC 5.09% Add +3.7% 113,062 $9.5M
PFG Advisors 0.47% Add +7.4% 112,436 $9.4M
Balentine LLC 0.33% Reduce -0.0% 112,010 $9.4M
Topor & Co. Korea 7.36% Reduce -24.1% 111,424 $9.3M
PDS Planning, Inc 0.54% Add +2.0% 111,098 $9.3M
Ti-Trust, Inc. 4.98% Reduce -6.8% 110,683 $9.3M
Mission Wealth Management, LP 0.12% Add +182.1% 110,364 $9.2M
Advisory Services Network, LLC 0.10% Reduce -2.3% 109,694 $9.2M
Grange Capital, LLC 8.47% Add +3.2% 109,676 $9.2M
QRG Capital Management, Inc. 0.07% Add +11.0% 109,096 $9.1M
Burling Wealth Partners, LLC 1.32% Add +20.6% 107,355 $9.0M
First PREMIER Bank 1.45% Add +136.3% 107,203 $9.0M
Turtle Creek Wealth Advisors, LLC 0.47% Add +42.3% 107,387 $9.0M
Advisor OS, LLC 0.60% Add +66.4% 107,061 $9.0M
Cary Street Partners Investment Advisory LLC 1.81% Add +119.8% 107,023 $9.0M
Twin Focus Capital Partners, LLC 0.91% Add +1.1% 106,634 $8.9M
Marex Group Ltd 0.07% New 106,593 $8.9M
Barrett & Company, Inc. 2.48% Add +4.5% 105,924 $8.9M
Advocate Group LLC 1.32% Add +3.9% 104,980 $8.8M
Baker Avenue Asset Management, LP 0.17% Add +0.2% 104,770 $8.8M
ASL Financial, LLC 6.14% Add +2.0% 104,108 $8.7M
Liberty Wealth Management LLC 1.08% No change 114,712 $8.6M
Kiley Juergens Wealth Management, LLC 1.34% Add +0.1% 102,085 $8.5M
Hartmann Taylor Wealth Management, LLC 5.62% Reduce -0.3% 113,021 $8.5M
Altura Wealth Advisors Inc. 2.86% Add +7.3% 101,131 $8.5M
Farther Finance Advisors, LLC 0.07% Reduce -34.8% 100,659 $8.4M
Avidian Wealth Enterprises, LLC 0.23% Add +2.9% 100,476 $8.4M
Apollon Wealth Management, LLC 0.10% Add +16.9% 99,520 $8.3M
Chilton Investment Co. Inc. 0.20% Add +0.2% 99,492 $8.3M
Agate Pass Investment Management, LLC 3.07% Reduce -2.2% 99,457 $8.3M
Fee-Only Financial Planning, L.C. 4.45% Reduce -1.0% 99,219 $8.3M
Junk Investment Group, LLC 3.67% Add +1.9% 99,129 $8.3M
Franklin Resources Inc. 0.00% Add +6.8% 98,423 $8.2M
Trust Point Inc. 0.70% Reduce -0.3% 98,093 $8.2M
Goldstone Financial Group, LLC 0.75% Reduce -5.9% 97,751 $8.2M
TD Waterhouse Canada Inc. 0.02% Add +10.2% 98,291 $8.1M
Citigroup Inc. 0.00% Add +10.5% 96,516 $8.1M
Hughes Financial Services, LLC 1.07% Reduce -2.8% 96,411 $8.1M
Axxcess Wealth Management, LLC 0.13% New 96,343 $8.1M
AlTi Global, Inc. 0.17% Add +0.6% 95,930 $8.0M
GreatBanc Trust CO 4.97% Add +4.6% 95,645 $8.0M
MorganRosel Wealth Management, LLC 2.69% Add +1.9% 95,133 $8.0M
Freestone Capital Holdings, LLC 0.21% Reduce -3.0% 94,344 $7.9M
Industrial Alliance Investment Management Inc. 3.71% No change 94,136 $7.9M
Sightline Wealth Advisors, LLC 2.88% Add +7.1% 94,044 $7.9M
Nwam LLC 0.39% Add +4.2% 94,009 $7.9M
Breakwater Investment Management 2.67% Reduce -0.6% 93,654 $7.8M
Simon Quick Advisors, LLC 0.32% Reduce -0.2% 93,526 $7.8M
IFP Advisors, Inc 0.14% Add +0.3% 92,360 $7.7M
Sykon Capital LLC 2.37% New 91,905 $7.7M
Zions Bancorporation, National Association 0.46% Reduce -9.9% 91,629 $7.7M
Platt Investment Counsel, LLC 5.13% Add +0.9% 91,376 $7.7M
North Star Asset Management Inc. 0.30% Reduce -0.9% 91,111 $7.6M
Indie Asset Partners, LLC 7.30% Add +3.6% 91,049 $7.6M
Phillips Financial Management, LLC 0.55% Reduce -8.9% 90,360 $7.6M
Beaumont Asset Management, L.L.C. 2.94% Add +8.7% 90,297 $7.6M
CacheTech Inc. 1.22% Add +0.2% 90,002 $7.5M
Tower Bridge Advisors 0.68% Reduce -5.6% 89,898 $7.5M
Virtue Capital Management, LLC 1.00% Reduce -4.1% 89,671 $7.5M
Kovack Advisors, Inc. 0.36% Reduce -36.0% 90,457 $7.5M
Archvest Wealth Advisors, Inc. 4.33% Reduce -8.7% 89,438 $7.5M
City of London Investment Management Co. Ltd. 0.44% Add +526.4% 87,700 $7.3M
Integrated Advisors Network LLC 0.34% Add +0.2% 86,995 $7.3M
Arkadios Wealth Advisors 0.11% Add +2.3% 86,128 $7.2M
Parsons Capital Management Inc. 0.33% Add +23.9% 86,051 $7.2M
Tennessee Valley Asset Management Partners 0.79% Reduce -0.4% 85,947 $7.2M
Fiduciary Financial Group, LLC 0.81% Add +23.3% 85,758 $7.2M
Raffa Wealth Management, LLC 0.90% Add +182.8% 84,885 $7.1M
MeadowBrook Investment Advisors LLC 5.63% Reduce -0.7% 83,376 $7.0M
Adams Wealth Management 1.34% Reduce -2.0% 83,265 $7.0M
Peapack Gladstone Financial Corp. 0.08% Add +5.5% 82,095 $6.9M
Argent Trust Co 0.20% Add +200.7% 81,112 $6.8M
Arbor Wealth Management LLC\AZ 5.85% Add +0.3% 78,628 $6.6M
Black Diamond Financial, LLC 0.58% Add +3.8% 78,583 $6.6M
Facet Wealth, Inc. 0.09% Add +3.8% 78,228 $6.6M
Wilson & Boucher Capital Management, LLC 3.83% Add +3.9% 77,963 $6.5M
HSBC Holdings PLC 0.00% Reduce -2.6% 77,681 $6.5M
Vise Technologies, Inc. 0.07% Add +25.9% 77,285 $6.5M
CGN Advisors LLC 0.47% Add +2.9% 76,896 $6.4M
Sawgrass Asset Management LLC 0.84% Add +15.5% 76,161 $6.4M
Compass Ion Advisors, LLC 0.55% Reduce -1.6% 75,998 $6.4M
Gladwyn Financial Advisors, Inc. 3.90% Add +1.9% 74,389 $6.2M
Concurrent Investment Advisors, LLC 0.05% Reduce -1.9% 74,298 $6.2M
Tilia Fiduciary Partners, Inc. 2.95% Add +71.0% 74,212 $6.2M
Absolute Capital Management, LLC 1.54% No change 73,500 $6.2M
Value Investment Professionals, LLC 5.14% New 73,032 $6.1M
Cannon Advisors, Inc. 3.72% Add +195.1% 73,784 $6.1M
3Chopt Investment Partners, LLC 1.15% Add +1.6% 72,912 $6.1M
FAS Wealth Partners, Inc. 0.32% Add +18.4% 72,547 $6.1M
Harding Loevner LP 0.06% Reduce -94.8% 73,137 $6.1M
Pine Valley Investments Ltd Liability Co 0.26% Reduce -0.2% 71,959 $6.0M
Bluespring Wealth Management, LLC 0.12% Add +19.7% 71,492 $6.0M
PW Nova Financial Services LLC 1.28% Add +0.0% 71,461 $6.0M
Howe & Rusling Inc. 0.35% Add +35.6% 71,232 $6.0M
Addis & Hill, Inc 3.26% Add +4.0% 70,564 $5.9M
Kingsview Wealth Management, LLC 0.07% Add +3.1% 70,428 $5.9M
Valley Financial Group, Inc. 2.90% Reduce -1.6% 70,308 $5.9M
HUB Investment Partners, LLC 0.11% Add +2.4% 70,120 $5.9M
Private Advisor Group, LLC 0.03% Reduce -7.1% 69,199 $5.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +11.8% 68,887 $5.8M
Disciplined Investors, L.L.C. 2.88% Add +0.3% 68,701 $5.8M
Fiducient Advisors LLC 0.82% Add +5.6% 68,613 $5.7M
Indivisible Partners 0.32% New 68,334 $5.7M
Simplicity Wealth,LLC 0.19% Add +2.8% 68,034 $5.7M
Creekside Partners 2.06% Add +3.2% 67,974 $5.7M
Lanark Financial, Inc. 0.39% Add +4.5% 67,856 $5.7M
Ramiah Investment Group 4.33% Add +6.2% 67,798 $5.7M
Trilogy Capital Inc. 0.22% Add +1.8% 67,445 $5.6M
Rwa Wealth Partners, LLC 0.05% Add +0.3% 67,337 $5.6M
Cadence Wealth Management LLC 2.52% Add +1.5% 67,064 $5.6M
Richmond Investment Services, LLC 1.77% Reduce -39.6% 66,721 $5.6M
Ieq Capital, LLC 0.03% Add +34.7% 66,687 $5.6M
IMA Advisory Services, Inc. 0.35% Reduce -17.8% 66,425 $5.6M
Portland Global Advisors LLC 0.53% Reduce -0.3% 66,327 $5.6M
Ritholtz Wealth Management 0.08% Add +0.8% 66,017 $5.5M
Schroder Investment Management Group 0.00% Reduce -96.3% 65,800 $5.5M
Vaquero Private Wealth, Ltd. 1.13% — 65,772 $5.5M
Next Level Wealth Planning, LLC 2.42% Reduce -2.2% 65,618 $5.5M
Fiduciary Trust Co 0.06% Add +3.7% 65,466 $5.5M
Graves Light Lenhart Wealth, Inc. 0.51% Reduce -3.5% 65,393 $5.5M
McKinley Carter Wealth Services, Inc. 0.28% Reduce -9.0% 64,553 $5.4M
Valpey Financial Services, LLC 3.20% Reduce -9.6% 64,102 $5.4M
M3 Wealth Management, LLC 3.45% Add +10.7% 63,513 $5.3M
Cibc World Market Inc. 0.01% Add +15.0% 63,175 $5.3M
Watershed Asset Management, L.L.C. 4.73% Reduce -16.7% 63,091 $5.3M
Kelsey Financial, LLC 4.00% Add +1.2% 62,894 $5.3M
Coastline Trust Co 0.47% Add +2.4% 62,841 $5.3M
Roundview Capital LLC 0.28% Add +2.6% 60,930 $5.1M
Headinvest, LLC 0.95% Add +180.0% 60,667 $5.1M
Webster Bank, N. A. 0.44% Add +17.2% 60,067 $5.0M
Prospera Financial Services Inc 0.07% Reduce -0.1% 60,017 $5.0M
Alta Advisers Ltd 1.14% Reduce -4.8% 59,988 $5.0M
DF Dent & Co. Inc. 0.10% Add +5.0% 59,879 $5.0M
Centennial Bank 1.61% Reduce -44.0% 59,717 $5.0M
Merit Financial Group, LLC 0.03% Add +14.5% 59,611 $5.0M
Dorsey & Whitney Trust CO LLC 0.24% Add +0.1% 59,037 $4.9M
National Bank of Canada 0.00% Add +2.6% 58,872 $4.9M
Professional Financial Advisors, LLC 0.84% Add +4.0% 58,100 $4.9M
Northstar Group, Inc. 0.65% Add +1.8% 58,087 $4.9M
Kendall Capital Management 0.81% Add +23.1% 58,062 $4.9M
Howard Wealth Management, LLC 1.79% Add +13.7% 57,874 $4.8M
Mosaic Advisors LLC 6.48% No change 57,705 $4.8M
Foundation Wealth Management, LLC\PA 1.45% Reduce -1.0% 57,376 $4.8M
Allegiance Financial Group Advisory Services LLC 0.83% Reduce -10.5% 57,019 $4.8M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.1% 56,977 $4.8M
Alpine Bank Wealth Management 0.60% No change 55,705 $4.7M
Daymark Wealth Partners, LLC 0.11% Add +7.9% 54,981 $4.6M
Newman Dignan & Sheerar, Inc. 0.88% Add +3.6% 54,802 $4.6M
JNBA Financial Advisors 0.35% Reduce -0.2% 54,755 $4.6M
Kingswood Wealth Advisors, LLC 0.18% Add +0.7% 54,572 $4.6M
Insigneo Advisory Services, LLC 0.17% Add +1.1% 54,373 $4.6M
Summit Trail Advisors, LLC 0.06% Reduce -0.1% 54,115 $4.5M
Clark Asset Management, LLC 0.36% Add +3.1% 54,060 $4.5M
Fiduciary Advisors, Inc. 3.03% Reduce -0.7% 53,740 $4.5M
VestGen Advisors, LLC 0.13% Reduce -42.7% 53,642 $4.5M
Allen Investment Management, LLC 0.05% Reduce -1.9% 53,608 $4.5M
Plancorp, LLC 0.11% Add +139.5% 54,714 $4.5M
Algorithmic Investment Models, LLC 5.19% Reduce -2.5% 53,560 $4.5M
TrueWealth Financial Partners 1.85% No change 53,320 $4.5M
Carret Asset Management, LLC 0.39% Add +2.3% 53,009 $4.4M
RFG Advisory, LLC 0.07% Add +52.6% 52,912 $4.4M
Values Added Financial LLC 1.59% No change 52,632 $4.4M
Keybank National Association 0.01% Add +0.9% 52,216 $4.4M
W1M Asset Management Ltd 0.04% Add +2.5% 52,161 $4.4M
Sage Mountain Advisors LLC 0.27% Add +0.0% 51,920 $4.3M
Integrated Wealth Concepts LLC 0.03% Add +3.8% 51,901 $4.3M
Bleakley Financial Group, LLC 0.06% Add +10.5% 51,817 $4.3M
Farnam Financial LLC 3.14% Add +3.4% 51,429 $4.3M
Aufman Associates Inc 1.72% Reduce -1.6% 51,428 $4.3M
Greenleaf Trust 0.04% Reduce -8.3% 51,423 $4.3M
Parallel Advisors, LLC 0.07% Reduce -0.3% 50,977 $4.3M
Great Valley Advisor Group, Inc. 0.07% Add +4.8% 50,857 $4.3M
Beacon Bank & Trust 0.81% Add +2.6% 50,702 $4.2M
Evanson Financial, LLC 0.21% — 50,630 $4.2M
Sandhill Capital Partners LLC 0.34% Add +230.8% 50,355 $4.2M
Washington Growth Strategies LLC 2.34% No change 50,329 $4.2M
Secure Asset Management, LLC 0.59% New 50,093 $4.2M
Wealthcare Capital Partners, LLC 1.73% Add +0.4% 50,016 $4.2M
Intrepid Family Office LLC 3.86% No change 50,000 $4.2M
J.W. Cole Advisors, Inc. 0.07% New 49,929 $4.2M
Abacus Planning Group, Inc. 0.52% Add +0.3% 49,823 $4.2M
Wilmington Savings Fund Society, FSB 0.09% No change 49,498 $4.1M
Mgo One Seven LLC 0.07% Add +2.8% 49,117 $4.1M
TD Private Client Wealth LLC 0.07% Reduce -5.1% 48,476 $4.1M
Patten Group, Inc. 0.63% Add +8.1% 48,181 $4.0M
First Heartland Consultants, Inc. 0.26% Add +9.4% 47,921 $4.0M
Benchmark Financial Wealth Advisors, LLC 0.99% Add +0.7% 47,792 $4.0M
Principia Wealth Advisory, LLC 2.00% Reduce -20.5% 47,765 $4.0M
Klingman & Associates, LLC 0.17% Add +0.3% 47,724 $4.0M
Cloud Capital Management, LLC 1.43% Add +0.0% 46,757 $3.9M
Ironwood Financial, llc 0.61% Add +5.1% 47,619 $3.9M
Sigma Planning Corp 0.10% Reduce -1.8% 46,154 $3.9M
Upper Left Wealth Management, LLC 2.12% Reduce -3.9% 45,703 $3.8M
Security Financial Services, INC. 0.53% Reduce -1.5% 45,503 $3.8M
NYL Investors LLC 1.46% Add +7.8% 45,484 $3.8M
Lansing Street Advisors 0.81% Add +1.5% 45,421 $3.8M
Flagship Harbor Advisors, LLC 0.14% Add +0.4% 45,032 $3.8M
Blake Schutter Theil Wealth Advisors, LLC 2.55% Add +19.3% 45,012 $3.8M
SVRN Asset Management, LLC 1.94% No change 44,976 $3.8M
Richard P Slaughter Associates Inc 0.74% Add +5.3% 44,816 $3.8M
Carnegie Investment Counsel 0.07% Add +0.7% 44,318 $3.7M
Fermata Advisors, LLC 0.75% Reduce -12.7% 44,306 $3.7M
Columbus Macro, LLC 0.36% Add +0.8% 44,047 $3.7M
Tortoise Investment Management, LLC 0.27% Reduce -0.6% 43,984 $3.7M
Mayflower Financial Advisors, LLC 0.32% Reduce -1.3% 43,532 $3.6M
St. Louis Trust Co 0.41% Reduce -1.2% 715,450 $3.6M
Lumbard & Kellner, LLC 1.09% Add +1.4% 42,889 $3.6M
Atlas Capital Advisors Inc. 0.39% Add +0.0% 42,714 $3.6M
Family Wealth Partners, LLC 1.09% Reduce -2.0% 42,532 $3.6M
Oppenheimer & Co. Inc. 0.04% Reduce -0.7% 42,433 $3.6M
Bradley Foster & Sargent Inc. 0.05% Reduce -0.1% 42,217 $3.5M
Spire Wealth Management 0.11% Add +0.6% 42,083 $3.5M
Atlantic Private Wealth, LLC 2.16% Reduce -0.4% 42,073 $3.5M
Solstein Capital, LLC 1.20% Add +90.3% 41,931 $3.5M
Financial Advisory Corp 0.46% Add +1.0% 41,811 $3.5M
Compass Advisory Group LLC 0.83% Add +1.4% 41,782 $3.5M
Gibraltar Capital Management, Inc. 0.54% No change 41,485 $3.5M
Gibson Wealth Advisors LLC 2.16% Reduce -1.1% 41,345 $3.5M
Meridian Wealth Management, LLC 0.11% Reduce -5.0% 41,331 $3.5M
Tred Avon Family Wealth, LLC 1.06% Add +3.5% 41,134 $3.4M
Synergy Asset Management, LLC 0.32% Add +16.0% 41,109 $3.4M
Redwood Family Wealth LLC 3.04% Add +71.5% 41,011 $3.4M
Thompson Siegel & Walmsley LLC 0.06% Reduce -0.5% 40,941 $3.4M
StoneX Group Inc. 0.14% Add +3.9% 40,838 $3.4M
Navigate Wealth Management, LLC 2.12% Add +9.9% 41,853 $3.4M
Harbour Investments, Inc. 0.05% Add +0.0% 40,401 $3.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -30.2% 39,926 $3.3M
Global Wealth Management, LLC 1.70% Add +3.1% 39,895 $3.3M
Leavell Investment Management, Inc. 0.12% Reduce -2.8% 39,577 $3.3M
Financial Planning Navigators CORP 1.23% Add +8.5% 39,339 $3.3M
Parkwoods Wealth Partners, LLC 0.53% New 39,111 $3.3M
Main Street Financial Solutions, LLC 0.21% Add +8.6% 38,619 $3.2M
Vigilare Wealth Management 0.99% New 38,388 $3.2M
Legacy Wealth Advisors, LLC 1.39% Add +22.6% 38,344 $3.2M
Markin Asset Management, LP 2.73% Add +935.1% 38,124 $3.2M
Belpointe Asset Management LLC 0.10% Add +196.7% 37,994 $3.2M
Evergreen Wealth Management, LLC 1.49% Add +2.6% 37,853 $3.2M
Cornerstone Advisory, LLC 0.26% Add +17.2% 37,526 $3.1M
Gilman Hill Asset Management, LLC 0.43% Add +3.9% 37,022 $3.1M
West Bancorporation Inc. 1.32% Reduce -7.4% 36,958 $3.1M
EP Wealth Advisors, LLC 0.01% Add +28.3% 36,865 $3.1M
Factor Wealth Management LTD 0.46% Reduce -15.0% 36,636 $3.1M
Beacon Investment Advisory Services, Inc. 0.11% Reduce -0.8% 36,331 $3.0M
Snowden Capital Advisors LLC 0.07% No change 36,315 $3.0M
Archer Investment Management, LLC 1.04% Reduce -2.6% 36,260 $3.0M
Lowe Brockenbrough & Co. Inc. 0.13% No change 35,970 $3.0M
Flputnam Investment Management Co. 0.04% Reduce -0.8% 35,933 $3.0M
R. W. Roge & Company, Inc. 1.27% Add +43.4% 35,681 $3.0M
Bank of New Hampshire 0.62% Reduce -7.7% 35,261 $3.0M
Moisand Fitzgerald Tamayo, LLC 0.29% Add +0.0% 35,107 $2.9M
Strategic Advisors LLC 0.64% Reduce -5.0% 34,862 $2.9M
SWP Financial LLC 1.34% Reduce -5.9% 34,529 $2.9M
Caitlin John, LLC 1.58% Add +95.9% 34,392 $2.9M
Shaker Investments LLC 1.03% Add +0.6% 34,333 $2.9M
Composition Wealth, LLC 0.03% Reduce -2.8% 34,207 $2.9M
Harfst & Associates, Inc. 0.44% Add +3.3% 33,758 $2.8M
Post Resch Tallon Group Inc. 1.95% Reduce -1.1% 33,644 $2.8M
IPG Investment Advisors LLC 0.40% No change 33,472 $2.8M
Monograph Wealth Advisors, LLC 0.23% Add +2.5% 33,368 $2.8M
Cowa, LLC 0.75% Add +0.0% 33,268 $2.8M
Cardiff Park Advisors, LLC 0.22% Reduce -0.1% 33,191 $2.8M
Falcon Wealth Planning 0.17% Reduce -5.5% 32,906 $2.8M
Red Mountain Financial, LLC 2.28% Reduce -0.1% 32,516 $2.7M
Myecfo, LLC 1.03% Reduce -0.1% 32,445 $2.7M
Modera Wealth Management, LLC 0.03% Add +48.2% 32,440 $2.7M
Hamrick Investment Counsel, llc 1.80% Reduce -10.3% 32,400 $2.7M
Betterment LLC 0.00% Reduce -11.0% 32,330 $2.7M
Koshinski Asset Management, Inc. 0.14% Add +17.6% 32,299 $2.7M
CORDA Investment Management, LLC. 0.17% Reduce -0.1% 32,212 $2.7M
Minot DeBlois Advisors LLC 2.31% Reduce -0.8% 32,155 $2.7M
Silvercrest Asset Management Group LLC 0.02% Add +115.7% 32,123 $2.7M
Truepoint, Inc. 0.06% Reduce -1.4% 32,106 $2.7M
Staley Capital Advisers Inc. 0.10% No change 32,015 $2.7M
DT Investment Partners, LLC 0.20% Reduce -0.0% 31,942 $2.7M
Midwest Trust Co 0.03% Reduce -0.0% 31,910 $2.7M
Alpha Capital Advisors Inc. 2.29% Add +0.5% 31,708 $2.7M
Baker Ellis Asset Management LLC 0.27% Reduce -3.1% 31,626 $2.6M
Mine & Arao Wealth Creation & Management, LLC. 0.96% Add +0.4% 31,501 $2.6M
Kanawha Capital Management LLC 0.17% Reduce -0.2% 31,495 $2.6M
Grove Street Fiduciary, LLC 1.11% Reduce -0.8% 31,331 $2.6M
Unconventional Investor, LLC 1.09% Reduce -0.6% 31,323 $2.6M
Carroll Advisory Group, LLC 0.86% Reduce -0.5% 31,294 $2.6M
S&co Inc. 0.15% No change 31,256 $2.6M
Smartleaf Asset Management LLC 0.09% No change 31,415 $2.6M
Ashton Thomas Private Wealth, LLC 0.05% Add +0.0% 31,124 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Add +1.8% 30,884 $2.6M
Burke & Herbert Bank & Trust Co. 0.64% Reduce -1.2% 30,865 $2.6M
Charis Legacy Partners, LLC 3.11% Reduce -0.5% 30,203 $2.5M
Boston Family Office LLC 0.15% Add +3.1% 30,012 $2.5M
Shoker Investment Counsel, Inc. 0.63% Add +0.1% 29,942 $2.5M
Trustmark Bank Trust Department 0.15% Reduce -8.9% 29,897 $2.5M
Joule Financial, LLC 0.67% Add +19.1% 29,635 $2.5M
Purpose Unlimited Inc. 0.10% No change 29,596 $2.5M
Baron Silver Stevens Financial Advisors, LLC 0.31% Reduce -5.9% 29,481 $2.5M
Benjamin Edwards Inc. 0.02% Add +784.1% 29,386 $2.5M
Tobias Financial Advisors, Inc. 0.31% Reduce -2.0% 29,359 $2.5M
Spinnaker Trust 0.12% Reduce -2.1% 29,349 $2.5M
Milestone Asset Management Group, LLC 1.24% Add +1.7% 29,335 $2.5M
AdvisorNet Financial, Inc 0.11% Add +18.6% 29,302 $2.5M
Meridian Wealth Partners, LLC 0.30% Reduce -1.1% 29,289 $2.5M
MBA Advisors LLC 0.83% Add +6.3% 29,245 $2.4M
CENTRAL TRUST Co 0.04% Reduce -0.2% 28,828 $2.4M
Common Fund for Nonprofit Organizations 0.22% Add +0.5% 28,805 $2.4M
Journey Advisory Group, LLC 0.18% Add +1.0% 28,785 $2.4M
Harbor Investment Advisory, LLC 0.17% Add +4.6% 28,560 $2.4M
True Link Financial Advisors, LLC 0.14% Reduce -14.6% 28,556 $2.4M
Manchester Capital Management LLC 0.31% Reduce -0.3% 28,343 $2.4M
Capital Investment Advisory Services, LLC 0.15% Add +19.0% 28,136 $2.4M
Family CFO Inc 0.91% Reduce -1.5% 28,128 $2.4M
Savvy Advisors, Inc. 0.05% Add +8.9% 28,125 $2.4M
Hancock Whitney Corp. 0.04% No change 28,117 $2.4M
MCF Advisors LLC 0.08% Add +3.4% 27,955 $2.3M
National Philanthropic Trust 0.03% Reduce -0.1% 27,900 $2.3M
Operose Advisors LLC 0.45% No change 27,876 $2.3M
Boltwood Capital Management 0.53% Reduce -0.1% 27,619 $2.3M
Sjbenen Advisory, LLC 1.37% Add +16.7% 27,418 $2.3M
FF Advisors,LLC 0.85% No change 27,260 $2.3M
Relyea Zuckerberg Hanson LLC 0.19% Add +8.7% 27,234 $2.3M
Moulton Wealth Management, Inc. 1.49% Add +15.8% 27,356 $2.3M
American Capital Advisory, LLC 0.83% Reduce -0.4% 27,071 $2.3M
James Investment Research, Inc. 0.23% Add +17.0% 26,953 $2.3M
Whitegate Investment Counselors, Inc. 0.64% Add +3.3% 26,823 $2.2M
GTS Financial, LLC 1.63% Add +4.0% 33,297 $2.2M
Warner Financial, Inc. 0.66% Add +0.3% 26,617 $2.2M
Harpswell Capital Advisors, LLC 1.43% Add +17.7% 26,600 $2.2M
Montecito Bank & Trust 0.33% No change 26,516 $2.2M
Mayport, LLC 0.34% Add +0.7% 26,381 $2.2M
Chapin Davis, Inc. 0.39% Reduce -8.4% 26,347 $2.2M
Mutual Advisors, LLC 0.04% Reduce -25.2% 26,260 $2.2M
Cozad Asset Management Inc. 0.14% Add +6.0% 25,969 $2.2M
Mengis Capital Management, Inc. 0.33% Reduce -0.5% 25,778 $2.2M
Continental Investors Services, Inc. 1.69% Add +6.0% 25,518 $2.2M
Stokes Family Office, LLC 0.25% Reduce -35.7% 25,725 $2.2M
Tocqueville Asset Management L.P. 0.03% No change 25,499 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -2.1% 25,443 $2.1M
Guardsman Private Capital Management, Inc. 1.49% Add +1.1% 25,322 $2.1M
Partners in Financial Planning 0.32% Reduce -5.8% 25,217 $2.1M
Sage Rhino Capital LLC 0.35% Add +0.1% 25,183 $2.1M
New England Private Wealth Advisors LLC 0.20% Add +0.3% 25,680 $2.1M
Anderson Hoagland & Co. 0.16% Reduce -14.2% 24,648 $2.1M
Smithfield Trust Co 0.08% Reduce -0.3% 24,687 $2.1M
Grandfield & Dodd, LLC 0.11% Reduce -21.8% 24,455 $2.0M
GeoWealth Management, LLC 0.06% Add +173.8% 24,436 $2.0M
RS Crum Inc. 0.38% Reduce -1.8% 24,430 $2.0M
Anchor Investment Management, LLC 0.15% Add +1.0% 24,372 $2.0M
Brown, Lisle/Cummings, Inc. 0.46% Add +7.0% 24,356 $2.0M
Financial Insights, Inc. 0.55% No change 24,238 $2.0M
Long Island Wealth Management, Inc. 0.84% Add +0.0% 24,230 $2.0M
Caliber Wealth Management, LLC / KS 0.19% Reduce -5.7% 24,027 $2.0M
Semitam Bonam LLC 1.48% Add +1.1% 23,986 $2.0M
HM Payson & Co. 0.03% Add +0.0% 23,899 $2.0M
Bedel Financial Consulting, Inc. 0.19% No change 23,849 $2.0M
Visionary Wealth Advisors 0.08% Reduce -0.8% 23,818 $2.0M
Venture Visionary Partners LLC 0.06% Reduce -0.6% 23,780 $2.0M
Ridgewood Investments LLC 0.74% Add +5.8% 23,651 $2.0M
Frankly Finances, LLC 1.55% Add +0.7% 23,448 $2.0M
LexAurum Advisors, LLC 0.23% Add +15.4% 23,290 $2.0M
Gateway Wealth Partners, LLC 0.12% Reduce -42.0% 23,178 $1.9M
Atlas Brown,Inc. 0.52% Reduce -1.1% 23,115 $1.9M
Colter Lewis Investment Partners LLC 0.86% Add +44.0% 22,988 $1.9M
Brown Brothers Harriman & Co. 0.01% No change 22,976 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -88.5% 22,909 $1.9M
Transcend Capital Advisors, LLC 0.13% Reduce -1.8% 22,900 $1.9M
Fifth Third Securities, Inc. 0.11% Add +50.5% 22,815 $1.9M
WealthCollab, LLC 0.69% Add +2.2% 22,763 $1.9M
Saxon Interests, Inc. 0.52% Reduce -7.8% 22,647 $1.9M
Rothschild Wealth LLC 0.15% Reduce -28.1% 22,603 $1.9M
Capital Advisors, Ltd. LLC 0.19% Reduce -1.1% 22,507 $1.9M
Sand Hill Global Advisors, LLC 0.06% No change 22,506 $1.9M
Atlantic Union Bankshares Corp 0.03% Add +0.7% 22,493 $1.9M
BOK Financial Private Wealth, Inc. 0.10% Add +5.5% 22,415 $1.9M
Americana Partners, LLC 0.04% Add +0.1% 22,339 $1.9M
Bank of Nova Scotia 0.00% New 22,300 $1.9M
Harrell Investment Partners, LLC 0.40% Add +1.3% 22,292 $1.9M
Bill Few Associates, Inc. 0.40% Add +42.3% 22,275 $1.9M
GC Wealth Management RIA, LLC 0.11% New 22,264 $1.9M
Orcam Financial Group 0.90% Add +7.6% 22,050 $1.8M
Three Bearings Fiduciary Advisors, Inc. 1.65% Reduce -5.4% 22,022 $1.8M
Sax Wealth Advisors, LLC 0.07% Add +53.8% 24,423 $1.8M
White Lighthouse Investment Management Inc. 0.23% Add +1.6% 21,733 $1.8M
Ascent Group, LLC 0.05% Add +3.7% 21,599 $1.8M
Meeder Advisory Services, Inc. 0.07% New 21,459 $1.8M
Hill Island Financial LLC 0.38% No change 21,394 $1.8M
Camelot Portfolios, LLC 1.26% Reduce -3.1% 21,224 $1.8M
Avestar Capital, LLC 0.11% Add +0.0% 21,212 $1.8M
Florida Trust Wealth Management Co 0.04% Reduce -0.9% 21,160 $1.8M
Phillips Wealth Planners LLC 1.31% Add +3.0% 21,325 $1.8M
Chicago Partners Investment Group LLC 0.04% Add +7.7% 21,501 $1.8M
RVW Wealth, LLC 0.12% Add +176.2% 20,936 $1.8M
Northwest Wealth Management, LLC 0.23% Reduce -4.0% 20,888 $1.7M
Briggs Wealth Management, Inc 1.58% Add +0.0% 20,713 $1.7M
Greenhouse Wealth Management, LLC 1.22% Add +0.3% 20,680 $1.7M
WealthBridge Investment Counsel Inc. 0.46% Add +3.9% 20,561 $1.7M
Shelton Capital Management 0.03% Reduce -4.3% 20,551 $1.7M
Cypress Point Wealth Management, LLC 0.35% Reduce -42.2% 20,478 $1.7M
Shepherd Financial Partners LLC 0.14% No change 20,439 $1.7M
Gradient Capital Advisors, LLC 0.39% Reduce -2.4% 20,332 $1.7M
Susquehanna Advisors Group, Inc. 0.07% No change 20,250 $1.7M
Connecticut Wealth Management, LLC 0.06% Reduce -1.7% 20,076 $1.7M
RBF Capital, LLC 0.07% No change 20,000 $1.7M
Asempa Wealth Advisors 1.28% Reduce -0.0% 19,994 $1.7M
Wedbush Securities Inc. 0.04% Reduce -5.6% 19,987 $1.7M
Regions Financial Corp. 0.01% Reduce -2.6% 19,909 $1.7M
City State Bank 0.38% No change 19,892 $1.7M
Elm Partners Management LLC 0.06% No change 19,868 $1.7M
Novak & Powell Financial Services, Inc. 0.78% Add +0.6% 19,712 $1.7M
Curbstone Financial Management Corp 0.28% Reduce -2.0% 19,628 $1.6M
Washington Capital Management, Inc. 1.08% Add +34.3% 19,570 $1.6M
Lyell Wealth Management, LP 0.10% No change 19,570 $1.6M
Aries Wealth Management 0.32% No change 19,547 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Add +4.1% 19,464 $1.6M
DV Trading LLC 0.13% Add +191.6% 19,400 $1.6M
Garde Capital, Inc. 0.07% Add +19.5% 19,399 $1.6M
Appleton Partners Inc. 0.10% Reduce -1.0% 19,278 $1.6M
SkyOak Wealth, LLC 0.26% Add +1.1% 19,218 $1.6M
WFA of San Diego, LLC 1.32% Reduce -7.3% 18,703 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -3.3% 19,091 $1.6M
Westfuller Advisors, LLC 0.58% Reduce -0.5% 19,090 $1.6M
Sargent Investment Group, LLC 0.19% No change 19,013 $1.6M
Stockman Wealth Management, Inc. 0.16% Reduce -5.2% 18,942 $1.6M
Midland Wealth Advisors, LLC 0.07% No change 18,859 $1.6M
UMB Bank, n.a. 0.02% Reduce -3.3% 18,842 $1.6M
First Interstate Bank 0.08% Reduce -5.2% 18,780 $1.6M
Retirement Income Solutions, Inc. 0.27% No change 20,926 $1.6M
Foster Dykema Cabot & Partners, LLC 0.09% No change 18,599 $1.6M
Smith Partners Wealth Management, LLC 1.23% Reduce -16.2% 18,477 $1.5M
J. Safra Sarasin Holding AG 0.02% No change 20,562 $1.5M
Keystone Financial Group 0.09% Reduce -3.3% 18,434 $1.5M
Novem Group 0.15% Add +0.0% 18,151 $1.5M
Texas Bank & Trust Co 0.50% Reduce -6.8% 18,041 $1.5M
Pallas Capital Advisors LLC 0.05% Reduce -0.1% 18,031 $1.5M
Calamos Wealth Management LLC 0.05% Add +83.0% 18,004 $1.5M
Advus Financial Partners, LLC 0.34% Add +12.8% 17,851 $1.5M
MontVue Capital Management, Inc. 0.86% Reduce -0.6% 17,774 $1.5M
IFC & Insurance Marketing, Inc. 1.31% Reduce -6.6% 17,728 $1.5M
GLOBALT Investments LLC / GA 0.05% Reduce -14.1% 17,710 $1.5M
Xcelsior Advisor Partners LLC 0.19% Add +17.0% 17,615 $1.5M
Archer Investment Corp 0.28% Reduce -21.7% 17,595 $1.5M
Lynx Investment Advisory 0.48% Add +515.5% 17,491 $1.5M
Index Fund Advisors, Inc. 0.06% Add +0.5% 17,489 $1.5M
CoreCap Advisors, LLC 0.04% Reduce -3.2% 17,355 $1.5M
Glen Eagle Advisors, LLC 0.18% Add +1.1% 17,095 $1.4M
1492 Capital Management LLC 0.42% Reduce -10.1% 17,047 $1.4M
Mesirow Financial Investment Management, Inc. 0.02% Add +0.1% 16,963 $1.4M
Parthenon LLC 0.15% No change 16,928 $1.4M
Norris Perne & French LLP 0.06% Reduce -4.0% 16,911 $1.4M
HighPoint Advisor Group LLC 0.05% Add +2.4% 16,850 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -77.6% 16,782 $1.4M
Nicolet Bankshares Inc. 0.04% Add +13.3% 16,735 $1.4M
Global Retirement Partners, LLC 0.02% — 16,765 $1.4M
Greenwich Wealth Management LLC 0.05% No change 16,758 $1.4M
Kohmann Bosshard Financial Services, LLC 0.12% No change 16,683 $1.4M
BWM Planning, LLC 0.32% No change 16,632 $1.4M
Capital International Investors 0.00% Add +27.0% 16,716 $1.4M
JFS Wealth Advisors, LLC 0.07% No change 16,569 $1.4M
ProVise Management Group, LLC 0.09% Add +3.8% 16,481 $1.4M
Coppell Advisory Solutions LLC 0.11% New 15,554 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +114.1% 16,192 $1.4M
Investment Management Trust, LLC 1.21% Reduce -7.1% 16,056 $1.3M
TCI Wealth Advisors, Inc. 0.06% Add +49.2% 15,981 $1.3M
Allegheny Financial Group 0.14% Add +0.5% 15,840 $1.3M
Andrews Advisory Associates, LLC 0.64% No change 15,812 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +1.7% 15,748 $1.3M
Brewster Financial Planning LLC 0.72% Reduce -0.8% 15,731 $1.3M
Syverson Strege & Co 0.29% No change 15,718 $1.3M
Destiny Wealth Partners, LLC 0.19% Add +6.2% 15,871 $1.3M
Boston Research & Management Inc. 0.29% No change 15,681 $1.3M
Union Savings Bank 0.53% Add +3.9% 15,680 $1.3M
Vicus Capital 0.08% Reduce -0.2% 15,558 $1.3M
Cassia Capital Partners, LLC 0.63% Add +2.8% 15,395 $1.3M
Causeway Capital Management LLC 0.01% Add +148.6% 15,389 $1.3M
Zhang Financial LLC 0.04% Reduce -20.6% 15,383 $1.3M
Signaturefd, LLC 0.02% Add +1.3% 15,361 $1.3M
Root Financial Partners, LLC 0.05% Add +3.7% 15,284 $1.3M
Capstone Wealth Management, Inc. 0.96% Reduce -3.3% 15,404 $1.3M
Eclectic Associates Inc. 0.15% No change 15,220 $1.3M
Oak Wealth Advisors LLC 0.61% No change 15,203 $1.3M
Signature Estate & Investment Advisors LLC 0.02% Add +3.2% 15,199 $1.3M
Snider Financial Group 0.32% Reduce -12.8% 15,166 $1.3M
Petredis Investment Advisors LLC 0.09% Reduce -1.6% 15,160 $1.3M
New Perspectives, Inc 0.39% Reduce -6.1% 15,155 $1.3M
Brandywine Oak Private Wealth LLC 0.10% Add +42.9% 15,136 $1.3M
New Covenant Trust Company, N.A. 0.95% No change 15,113 $1.3M
ArborFi Advisors, LLC 0.92% Add +0.8% 15,078 $1.3M
Keb Asset Management, LLC 0.20% No change 15,061 $1.3M
Sheets Smith Wealth Management 0.13% Add +0.0% 15,027 $1.3M
Up Strategic Wealth Investment Advisors LLC 0.75% No change 14,858 $1.3M
Insight Advisors, LLC/ PA 0.22% Reduce -2.0% 15,001 $1.3M
Scotia Capital Inc. 0.00% Reduce -10.1% 15,000 $1.3M
Englebert Financial Advisers, LLC 1.24% Reduce -3.7% 14,979 $1.3M
Financial Alternatives, Inc 0.61% Reduce -4.4% 14,845 $1.2M
Pioneer Wealth Management Group 0.30% No change 14,821 $1.2M
OneAscent Financial Services LLC 0.06% Reduce -12.3% 14,776 $1.2M
Smith & Howard Wealth Management, LLC 0.25% Reduce -1.2% 14,490 $1.2M
Cascade Investment Advisors, Inc. 0.66% Add +7.0% 14,469 $1.2M
Walkner Condon Financial Advisors LLC 0.14% Add +26.0% 14,432 $1.2M
Ellenbecker Investment Group 0.14% Reduce -5.7% 14,405 $1.2M
Procyon Advisors, LLC 0.05% Reduce -4.3% 14,392 $1.2M
Gould Asset Management LLC 0.19% Reduce -0.4% 14,275 $1.2M
Krilogy Financial LLC 0.04% Reduce -0.0% 14,263 $1.2M
Private Wealth Asset Management, LLC 0.12% No change 14,255 $1.2M
Johnson Financial Group, Inc. 0.04% Reduce -15.7% 14,250 $1.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Reduce -26.0% 14,211 $1.2M
Pension & Wealth Management Advisors, Inc. 0.32% No change 14,175 $1.2M
Wealth Architects, LLC 0.09% Reduce -0.4% 14,124 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.25% Reduce -2.4% 14,111 $1.2M
GSG Advisors LLC 0.26% Add +0.3% 14,087 $1.2M
Rik Saylor Financial, Inc. 0.78% Add +0.0% 14,010 $1.2M
Oxford Financial Group, LTD. LLC 0.06% No change 13,945 $1.2M
Davis Capital Management 0.69% Reduce -0.4% 13,913 $1.2M
Life Planning Partners, Inc 0.86% Reduce -6.1% 13,886 $1.2M
Manske Wealth Management 0.29% Add +0.2% 13,879 $1.2M
Chemistry Wealth Management LLC 0.19% No change 13,848 $1.2M
HBK Sorce Advisory LLC 0.02% Reduce -1.5% 13,529 $1.1M
Nuveen, LLC 0.00% New 13,636 $1.1M
One Degree Advisors Inc 0.25% Reduce -2.5% 13,796 $1.1M
Painted Porch Advisors LLC 0.49% Add +0.1% 13,459 $1.1M
Skyline Advisors, Inc. 0.35% Add +0.0% 13,414 $1.1M
Choreo, LLC 0.01% Reduce -2.0% 13,396 $1.1M
First Manhattan Co. Llc. 0.00% Add +0.8% 13,257 $1.1M
Western Wealth Management, LLC 0.04% Reduce -19.9% 13,226 $1.1M
Worth Asset Management, LLC 0.35% Add +84.2% 13,216 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -0.6% 13,208 $1.1M
Private Trust Co. NA 0.09% Add +254.9% 13,204 $1.1M
Occidental Asset Management, LLC 0.11% Add +10.9% 13,148 $1.1M
World Investment Advisors 0.02% Add +10.6% 13,844 $1.1M
Summit Financial Strategies, Inc. 0.08% No change 13,002 $1.1M
McCarter Private Wealth Services LLC 0.38% New 13,000 $1.1M
Fifth Third Wealth Advisors LLC 0.03% Add +7.5% 12,986 $1.1M
Wescott Financial Advisory Group, LLC 0.08% Reduce -12.4% 12,963 $1.1M
Noble Family Wealth, LLC 0.19% Reduce -1.0% 12,949 $1.1M
Heirloom Wealth Management 0.16% Reduce -0.6% 12,894 $1.1M
Sepio Capital, LP 0.05% Reduce -44.2% 12,859 $1.1M
WCG Wealth Advisors LLC 0.03% Reduce -2.2% 12,823 $1.1M
IFG Advisory, LLC 0.04% New 12,782 $1.1M
Principal Securities, Inc. 0.01% Add +13.9% 12,771 $1.1M
Trevian Wealth Management LLC 0.45% Add +0.0% 12,722 $1.1M
Zacks Investment Management 0.01% Add +3.5% 12,661 $1.1M
Richard C. Young & CO., LTD. 0.08% Reduce -0.0% 12,646 $1.1M
Proficio Capital Partners LLC 0.04% Add +0.2% 12,559 $1.1M
MBL Wealth, LLC 0.07% Reduce -3.4% 12,522 $1.0M
Quattro Financial Advisors LLC 0.22% No change 12,500 $1.0M
Brookstone Capital Management 0.01% Add +7.7% 12,483 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +8.2% 12,453 $1.0M
Grey Fox Wealth Advisors, LLC 0.16% Reduce -0.9% 12,407 $1.0M
Farrell Financial LLC 0.56% Add +2.5% 12,377 $1.0M
Winthrop Advisory Group LLC 0.07% New 12,310 $1.0M
Roberts Glore & Co. Inc. 0.25% Add +6.1% 12,307 $1.0M
Waystone Advisors LLC 0.77% Add +76.5% 12,294 $1.0M
Ascentis Independent Advisors 2.76% Reduce -73.1% 12,241 $1.0M
McClarren Financial Advisors, Inc. 0.53% Reduce -6.3% 12,174 $1.0M
ESL Trust Services, LLC 0.17% Add +13.8% 12,130 $1.0M
Rebalance, LLC 0.05% Add +1.3% 12,105 $1.0M
Phraction Management LLC 0.26% No change 12,062 $1.0M
Factory Mutual Insurance Co. 0.01% No change 12,000 $1.0M
Smith, Moore & Co. 0.07% Add +17.3% 11,973 $1.0M
First Citizens Bank & Trust Co. 0.01% Reduce -12.7% 11,884 $995K
Faithward Advisors, LLC 0.12% New 11,839 $992K
Forza Wealth Management, LLC 0.30% No change 11,820 $990K
IHT Wealth Management, LLC 0.02% Reduce -4.7% 11,755 $984K
DiNuzzo Private Wealth, Inc. 0.10% Add +1.4% 11,754 $984K
Summit Wealth Partners, LLC 0.14% Reduce -2.7% 11,719 $982K
KDT Advisors, LLC 1.36% No change 11,705 $980K
WealthShield Partners, LLC 0.15% Reduce -40.2% 11,701 $980K
One Day In July LLC 0.07% No change 11,610 $972K
Marble Wealth, LLC 0.15% Add +0.1% 11,567 $969K
Rathbones Group PLC 0.00% Add +7.5% 11,533 $966K
Solidarity Wealth, LLC 0.17% No change 11,490 $962K
Checchi Capital Advisers, LLC 0.06% Add +186.3% 11,482 $962K
Old National Bancorp 0.02% Reduce -4.3% 11,474 $961K
Busey Bank 0.02% Reduce -1.1% 11,431 $957K
Glaxis Capital Management, LLC 1.92% No change 6,185 $954K
Stonebridge Financial Group, LLC 0.07% Add +3.4% 11,369 $952K
Bull Street Advisors, LLC 0.43% Add +8.8% 11,368 $952K
Cornerstone Wealth Management, LLC 0.04% New 11,268 $944K
Traveka Wealth, LLC 0.31% No change 11,232 $941K
Highland Investment Advisors LLC 0.41% — 11,216 $939K
Eastern Bank 0.01% No change 11,200 $938K
Cannell & Spears LLC 0.02% Reduce -0.7% 11,200 $938K
Capital City Trust Co. 0.19% Add +1.9% 11,175 $936K
Probity Advisors, Inc. 0.13% Reduce -0.2% 11,120 $931K
Trace Wealth Advisors, LLC 0.61% No change 11,114 $931K
Allstreet Capital Advisors LLC 0.60% No change 11,061 $926K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.0% 11,022 $923K
AIMZ Investment Advisors, LLC 0.25% Reduce -3.7% 11,008 $922K
Vilga Financial Planning LLC 0.70% No change 11,000 $921K
Retirement Planning Group, LLC 0.02% Reduce -3.0% 10,970 $919K
Beaumont Financial Advisors, LLC 0.06% Reduce -2.9% 10,943 $916K
Northstar Financial Companies, Inc. 0.61% Add +66.5% 10,860 $910K
Dagco, Inc. 0.17% New 10,825 $907K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -2.7% 10,748 $900K
Bridgewater Advisors Inc. 0.05% Reduce -1.1% 10,811 $900K
NorthRock Partners, LLC 0.01% Reduce -2.7% 10,707 $897K
WealthTrak Capital Management LLC 0.59% Add +24.5% 10,682 $895K
OMNI 360 Wealth, Inc. 0.41% Reduce -0.8% 10,572 $885K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -65.8% 10,561 $884K
Private Capital Management, LLC 0.08% Add +0.4% 10,523 $881K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.3% 10,522 $881K
Oak Family Advisors, LLC 0.25% Reduce -1.9% 10,511 $880K
Almanack Investment Partners, LLC. 0.11% New 10,510 $880K
Personal Cfo Solutions, LLC 0.13% Reduce -0.2% 10,494 $879K
Manufacturers Life Insurance Company, The 0.00% New 11,277 $879K
Jefferies Financial Group Inc. 0.01% Add +0.4% 10,469 $877K
Howard Financial Services, LTD. 0.09% Add +0.0% 10,453 $875K
Citadel Advisors 0.00% Reduce -13.9% 10,448 $875K
Annex Advisory Services, LLC 0.01% Add +10.3% 10,426 $873K
Asset Dedication, LLC 0.05% Reduce -6.0% 10,396 $871K
Carr Financial Group Corp 0.20% No change 10,318 $864K
71 West Capital Partners 0.03% Add +5.0% 10,291 $862K
Lantern Wealth Advisors, LLC 0.39% Add +11.7% 10,289 $862K
Sierra Capital LLC 0.08% Add +0.4% 10,240 $858K
Pitcairn Wealth Advisors LLC 0.09% Add +0.4% 10,205 $855K
Opulen Financial Group LLC 0.54% Add +0.4% 10,183 $853K
Investment Research & Advisory Group, Inc. 0.26% Add +0.5% 9,549 $850K
Ellevest, Inc. 0.10% Add +224.8% 10,038 $841K
Scharf Investments, LLC 0.03% New 10,034 $840K
Summit Global Investments 0.05% No change 9,966 $835K
Summit Wealth Group LLC / Co. 0.07% No change 9,953 $834K
Evergreen Advisors, LLC 0.18% Add +0.5% 9,877 $827K
TrustWell Financial Advisors, LLC 0.70% Add +2.4% 9,861 $826K
Barnes Pettey Financial Advisors, LLC 0.26% Reduce -12.7% 9,857 $826K
Rossby Financial, LCC 0.15% Reduce -26.4% 9,813 $822K
Cape Ann Savings Bank 0.39% Reduce -18.8% 9,811 $822K
Neuberger Berman Group LLC 0.00% Reduce -5.1% 9,810 $822K
N.E.W. Advisory Services LLC 0.05% Reduce -3.5% 9,781 $819K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.9% 9,772 $818K
HTG Investment Advisors, Inc. 0.21% No change 9,766 $818K
Valued Retirements, Inc. 0.73% No change 9,719 $814K
PCG Asset Management, LLC 0.58% No change 9,696 $812K
RTD Financial Advisors, Inc. 0.09% Reduce -2.1% 9,686 $811K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -2.4% 9,725 $809K
Ausdal Financial Partners, Inc. 0.03% Add +13.4% 9,652 $808K
Quadrant Capital Group LLC 0.02% No change 9,636 $807K
Catalyst Financial Partners LLC 0.08% No change 9,621 $806K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.2% 9,603 $804K
Squarepoint Ops LLC 0.00% Reduce -84.4% 9,535 $799K
AE Wealth Management LLC 0.00% Add +21.9% 9,505 $796K
Clarendon Private LLC 0.51% Add +0.5% 9,439 $790K
Barometer Capital Management Inc. 0.22% New 9,300 $779K
Slow Capital, Inc. 0.09% Reduce -14.2% 9,271 $776K
Eagle Harbor Asset Management Inc. 0.61% No change 10,888 $776K
HORAN Wealth, LLC 0.10% Reduce -51.1% 9,231 $773K
Capital Investment Advisors, LLC 0.01% Reduce -2.1% 9,212 $771K
Fullerton Advisors, LLC 0.72% Reduce -0.3% 9,174 $768K
Sageworth Trust Co 0.03% No change 9,151 $766K
Christensen, King & Associates Investment Services, Inc. 0.30% No change 9,070 $760K
LMG Wealth Partners, LLC 0.12% Reduce -0.2% 9,018 $755K
Sun Financial Inc 0.36% Reduce -0.3% 8,902 $755K
Innovative Asset Advisors Group, LLC 0.33% Reduce -8.4% 8,991 $753K
Anson Capital, Inc. 0.49% Reduce -1.6% 8,988 $753K
Legacy Wealth Partners, LLC 0.17% Reduce -1.1% 8,984 $752K
Ellis Investment Partners, LLC 0.11% Add +0.1% 8,944 $749K
Lakewood Asset Management LLC 0.41% Add +0.1% 8,905 $746K
Berman McAleer LLC 0.09% Reduce -0.7% 8,875 $743K
Hall Laurie J Trustee 0.23% No change 8,861 $742K
First American Bank 0.04% New 8,839 $740K
Smith Salley Wealth Management 0.03% No change 8,824 $739K
Equita Financial Network, Inc. 0.20% Add +0.5% 8,794 $737K
Carrera Capital Advisors 0.11% Add +4.8% 8,753 $733K
Ameritas Advisory Services, LLC 0.01% Reduce -24.3% 8,723 $731K
EagleClaw Capital Managment, LLC 0.10% No change 8,700 $729K
Miller Investment Management, LP 0.07% No change 8,685 $727K
Davidson Kahn Capital Management, LLC 0.31% No change 8,667 $726K
10Elms LLP 0.33% Add +6.2% 8,658 $725K
Parker Financial LLC 0.26% Reduce -0.4% 8,644 $724K
Black Swift Group, LLC 0.10% New 8,600 $720K
Sei Investments Co. 0.00% Add +88.4% 8,594 $720K
Daybright Advisory Services, Inc. 0.17% Add +0.5% 8,686 $720K
Kagan Cocozza Asset Management 0.45% Reduce -2.2% 8,556 $717K
Bay Capital Advisors, LLC 0.38% Reduce -5.2% 8,541 $715K
Sierra Summit Advisors LLC 0.08% Reduce -7.1% 8,537 $715K
Duncker Streett & Co. Inc. 0.12% Add +0.3% 8,444 $707K
Argyle Capital Partners, LLC 0.44% Add +1.5% 8,421 $705K
Martel Wealth Advisors LLC 0.11% Add +0.5% 8,395 $703K
Empowered Funds, LLC 0.00% Add +1.8% 8,351 $699K
Collective Family Office LLC 0.14% Reduce -1.5% 8,335 $698K
Ferguson Wellman Capital Management, Inc. 0.01% Add +5.8% 8,323 $697K
Ancora Advisors LLC 0.01% Reduce -1.8% 8,309 $696K
Fortress Private Ledger, LLC 0.19% Add +27.4% 8,303 $695K
Libra Wealth LLC 0.18% No change 8,271 $693K
Gleason Group, Inc. 0.06% Add +0.5% 8,270 $693K
Waddell & Associates, LLC 0.03% No change 8,263 $692K
Geneos Wealth Management Inc. 0.01% Add +2.9% 8,251 $691K
Bouchey Financial Group, Ltd. 0.04% No change 8,228 $689K
GAMMA Investing LLC 0.03% Add +9.0% 8,227 $689K
Donaldson Capital Management, LLC 0.02% Reduce -0.5% 8,221 $689K
Whalerock Point Partners, LLC 0.12% No change 8,150 $683K
LMCG Investments, LLC 0.04% No change 8,128 $681K
YHB Investment Advisors, Inc. 0.04% Reduce -0.0% 8,096 $678K
Sowell Financial Services LLC 0.02% Add +3.9% 8,052 $674K
XY Planning Network, Inc. 0.08% New 8,046 $674K
Alpha Omega Wealth Management LLC 0.10% Reduce -0.6% 8,027 $672K
Portfolio Resources Advisor Group, Inc. 0.57% Reduce -5.3% 8,015 $671K
Grove Bank & Trust 0.07% Reduce -0.3% 8,011 $671K
SeaCrest Wealth Management, LLC 0.07% Add +0.2% 8,011 $671K
Strategic Blueprint, LLC 0.03% Add +131.9% 7,990 $669K
Serenity Investment Advisors 0.28% No change 7,866 $669K
Cassaday & Co Wealth Management LLC 0.01% No change 7,961 $667K
Strategies Wealth Advisors, LLC 0.06% Reduce -1.6% 7,949 $666K
Csenge Advisory Group 0.03% Add +2.4% 7,942 $665K
Plum Street Advisors, LLC 0.21% No change 7,926 $664K
CVA Family Office, LLC 0.06% Add +0.5% 7,918 $663K
Seven Springs Wealth Group, LLC 0.15% Reduce -2.0% 7,850 $657K
Madison Wealth Partners, Inc 0.08% Add +3.0% 7,832 $656K
Robinswood Financial LLC 0.19% Reduce -5.1% 7,814 $654K
Soltis Investment Advisors LLC 0.04% Add +1.8% 7,812 $654K
Livet Wealth, LLC 0.38% Add +0.2% 7,812 $654K
Level Four Advisory Services, LLC 0.02% Add +30.0% 7,790 $652K
Clifford Swan Investment Counsel LLC 0.02% No change 7,775 $651K
Prosperity Consulting Group, LLC 0.02% Reduce -28.3% 7,774 $651K
Smallwood Wealth Investment Management, LLC 0.28% Reduce -0.6% 7,702 $645K
Realta Investment Advisors 0.20% No change 7,700 $645K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -0.1% 7,686 $644K
Droms Strauss Advisors Inc. /Mo/ 0.15% No change 7,672 $642K
Elevation Point Wealth Partners, LLC 0.01% Reduce -4.8% 7,665 $642K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -4.8% 7,665 $642K
Sentry LLC 0.18% No change 7,654 $641K
Cascade Investment Group, Inc. 0.36% No change 7,651 $641K
SFE Investment Counsel 0.09% Reduce -16.4% 7,647 $640K
Gerber Kawasaki Wealth & Investment Management 0.02% New 7,631 $639K
Boston Trust Walden Corp 0.00% No change 7,571 $634K
Diversified Management Inc. 0.14% Add +4.5% 7,548 $632K
Pine Haven Investment Counsel, Inc 0.42% No change 7,534 $631K
Fairway Wealth LLC 0.14% Add +0.3% 7,503 $628K
Ryan Investment Management, Inc. 0.28% Add +44.1% 7,486 $627K
Charles Schwab Trust Co 0.03% No change 7,480 $626K
SHP Wealth Management 0.04% Reduce -24.7% 7,463 $625K
Capstone Wealth Management Group, LLC 0.22% Add +0.5% 7,431 $622K
Westmount Partners, LLC 0.14% No change 7,360 $616K
GWN Securities Inc. 0.10% Reduce -13.6% 7,356 $616K
Canal Capital Management, LLC 0.08% Reduce -10.3% 7,352 $616K
Armbruster Capital Management, Inc. 0.09% No change 7,351 $616K
Single Point Partners, LLC 0.11% Reduce -0.8% 7,349 $615K
Fort Point Capital Partners LLC 0.07% Add +1.3% 7,304 $612K
Ashton Thomas Securities, LLC 0.09% Reduce -3.6% 7,269 $609K
Independent Wealth Advisors LLC 0.55% Add +5.9% 7,239 $606K
Palatine Hill Wealth Management, LLC 0.49% No change 7,220 $605K
Nia Impact Advisors, LLC 0.25% No change 7,212 $604K
Detalus Advisors, LLC 0.12% Add +1.4% 7,177 $601K
Independent Financial Group, LLC 0.01% Add +12.7% 7,174 $601K
Murphy Pohlad Asset Management LLC 0.21% Reduce -35.8% 7,154 $599K
Northern Capital Management, Inc. 0.26% No change 7,148 $599K
Ironwood Investment Counsel, LLC 0.08% Add +2.3% 7,093 $594K
Silver Oak Advisory Group, Inc. 0.23% Add +0.2% 7,064 $591K
First Trust Advisors LP 0.00% Reduce -9.4% 7,046 $590K
Fidelis Capital Partners, LLC 0.03% No change 7,030 $589K
CRA Financial Services, LLC 0.07% No change 6,973 $584K
Quantify Chaos Advisors, LLC 1.64% Add +0.5% 6,961 $583K
First Growth Capital LLC 0.44% No change 6,956 $583K
Mathes Company, Inc. 0.18% No change 6,950 $582K
Cranbrook Wealth Management, LLC 0.11% Reduce -3.2% 6,922 $580K
Keebeck Wealth Management 0.06% No change 6,907 $579K
Cornerstone Financial Group, LLC 0.36% Reduce -2.3% 6,887 $577K
Range Advisory, LLC 0.07% Add +36.3% 6,862 $575K
ZynergyRetirementPlanningLLC 0.31% No change 6,854 $574K
Barnes Wealth Management Group, Inc 0.26% Reduce -0.3% 6,767 $567K
Orgel Wealth Management, LLC 0.01% No change 6,750 $565K
Riverbend Wealth Management, LLC 0.29% Reduce -0.2% 6,747 $565K
GFS Advisors, LLC 0.06% Add +9.5% 69,581 $564K
Clarity Capital Advisors, LLC 0.24% Add +0.5% 6,708 $562K
Portland Financial Advisors Inc 1.02% No change 6,693 $561K
Northeast Planning Associates, Inc. / NH / 0.42% No change 6,685 $560K
Pekin Hardy Strauss, Inc. 0.05% Add +6.0% 6,674 $559K
Passive Capital Management, LLC. 0.17% No change 7,587 $558K
Pittenger & Anderson Inc. 0.02% Add +0.6% 6,637 $556K
Townsquare Capital LLC 0.10% No change 6,624 $555K
Compound Planning, Inc. 0.01% Add +11.9% 6,604 $553K
LifePlan Financial, LLC 0.39% Reduce -3.1% 6,603 $553K
Rockwood Wealth Management, LLC 0.04% Add +5.5% 6,602 $553K
McGlone Suttner Wealth Management, Inc. 0.06% No change 6,584 $551K
Fusion Capital, LLC 0.13% Add +0.2% 6,582 $551K
Bradley & Co. Private Wealth Management, LLC 0.26% No change 6,563 $550K
Wiser Wealth Management, Inc 0.11% Reduce -8.1% 6,559 $549K
Jacobi Capital Management LLC 0.03% Reduce -2.7% 6,554 $549K
Pine Harbor Wealth Management, LLC 0.15% Add +1.1% 6,547 $548K
NorthLanding Financial Partners, LLC 0.38% No change 6,520 $546K
Pillar Financial Advisors, LLC 0.29% No change 6,516 $546K
Argent Advisors, Inc. 0.14% No change 6,500 $544K
Orion Porfolio Solutions, LLC 0.00% Reduce -47.7% 6,484 $543K
Carolina Wealth Management Inc 0.25% — 6,440 $539K
Moneco Advisors, LLC 0.03% Add +2.8% 6,386 $535K
Liberty Capital Management, Inc. 0.09% — 6,372 $534K
Cambria Investment Management, L.P. 0.03% Add +22.5% 6,344 $531K
Porter White Investment Advisors, Inc. 0.20% Add +0.5% 6,314 $529K
Integrity Alliance, Llc. 0.02% Add +23.5% 6,249 $523K
Topel & Distasi Wealth Management, LLC 0.25% Reduce -9.4% 6,245 $523K
Hantz Financial Services, Inc. 0.01% Add +4.4% 6,220 $521K
Tactive Advisors, LLC 0.13% Reduce -6.7% 6,212 $520K
Mitchell Sinkler & Starr 0.22% No change 6,194 $519K
Nicholas Wealth, LLC. 0.28% Add +48.9% 6,170 $517K
Balboa Wealth Partners 0.07% Reduce -1.5% 6,150 $515K
C M Bidwell & Associates Ltd. 0.21% No change 6,145 $515K
First Nebraska Trust Co 0.04% No change 6,139 $514K
WNY Asset Management, LLC 0.05% Add +30.8% 6,102 $511K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.40% Add +0.1% 6,074 $509K
Tannin Capital LLC 0.33% Add +19.9% 6,064 $508K
Hamilton Wealth, LLC 0.09% Reduce -4.6% 6,029 $505K
Stuart Investment Advisors, Inc. 0.20% Add +0.5% 5,997 $502K
Safe Harbor Family Capital, LLC 0.33% Add +0.5% 5,937 $497K
Gross & Hartman Investments LLC 0.22% Add +0.5% 5,937 $497K
Cherrydale Wealth Management, LLC 0.13% Add +0.5% 5,908 $495K
Claro Advisors Inc. 0.05% Reduce -8.0% 5,878 $492K
Compass Financial Group, INC 0.06% Reduce -6.7% 5,856 $490K
Avise Financial Cooperative, Inc. 0.35% Add +0.5% 5,842 $489K
Prairie Advisory, LLC 0.12% — 5,825 $488K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +1.1% 5,795 $485K
Pathway Financial Advisors LLC 0.06% No change 5,782 $480K
Plante Moran Financial Advisors, LLC 0.02% Add +3.5% 5,720 $479K
Lazari Capital Management, Inc. 0.15% Add +4.4% 5,708 $478K
Waterloo Capital, L.P. 0.03% Reduce -80.2% 5,690 $477K
Stordahl Capital Management, Inc. 0.09% Reduce -7.2% 5,682 $476K
McLean Asset Management Corp 0.06% No change 5,730 $475K
Wimmer Associates 1, LLC 0.21% Reduce -20.6% 5,657 $474K
NORTHSTAR ASSET MANAGEMENT Co 0.09% New 5,798 $473K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.3% 5,649 $473K
Capital Asset Advisory Services LLC 0.02% Reduce -3.1% 5,647 $473K
Grant Street Asset Management, Inc. 0.08% Add +0.2% 5,637 $472K
MB Generational Wealth, LLC 0.23% No change 5,635 $472K
GoalFusion Wealth Management, LLC 0.19% No change 5,625 $471K
Capital Wealth Alliance, LLC 0.22% No change 5,612 $470K
Mission Financial Group, LLC 0.39% — 5,597 $469K
Sapient Capital LLC 0.01% No change 5,586 $468K
Roman Butler Fullerton & Co. 0.11% No change 5,700 $467K
Lazard Asset Management LLC 0.00% Reduce -28.4% 5,561 $466K
Purkiss Capital Advisors LLC 0.18% No change 5,550 $465K
Ehrenkranz Partners L.P. 0.27% Reduce -9.9% 5,544 $464K
Hanover Advisors Inc. 0.16% Add +1.1% 5,451 $457K
Aspire Capital Advisors LLC 0.09% Add +0.2% 5,437 $455K
Waller Financial Planning Group, Inc. 0.09% Reduce -1.6% 5,419 $454K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.9% 5,386 $451K
PFG Investments, LLC 0.02% Reduce -26.5% 5,377 $450K
Hirtle & Co., LLC 0.02% No change 5,369 $450K
Carmel Capital Partners, LLC 0.15% No change 5,334 $447K
Polaris Investment Advisors, LLC 0.29% No change 5,329 $446K
4WEALTH Advisors, Inc. 0.34% Add +12.4% 5,357 $446K
Clark Capital Management Group, Inc. 0.00% Reduce -0.9% 5,315 $445K
High Net Worth Advisory Group LLC 0.09% No change 5,300 $444K
Fairman Group, LLC 0.35% Add +20.1% 5,300 $444K
Central Pacific Bank - Trust Division 0.05% No change 5,290 $443K
Manuka Financial, LLC 0.23% Reduce -0.4% 5,287 $443K
Blue Trust, Inc. 0.00% Add +0.5% 5,276 $442K
Van Hulzen Asset Management, LLC 0.03% No change 5,249 $440K
BKM Wealth Management, LLC 0.16% No change 5,247 $439K
55 North Private Wealth, LLC 0.09% No change 5,200 $436K
TBH Global Asset Management, LLC 0.08% Reduce -26.9% 5,190 $435K
Capstone Financial Advisors, Inc. 0.02% No change 5,177 $434K
First Merchants Corp. 0.02% Add +4.2% 5,164 $432K
Courage Miller Partners, LLC 0.11% Reduce -0.6% 5,157 $432K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.9% 5,139 $430K
Williams Jones Wealth Management, LLC. 0.00% No change 5,138 $430K
Innova Wealth Partners 0.18% Add +0.0% 5,067 $424K
Syon Capital LLC 0.02% Add +0.1% 5,055 $423K
Vance Wealth, LLC 0.10% No change 5,054 $423K
Red Door Wealth Management, LLC 0.04% Add +0.0% 5,052 $423K
Entrewealth, LLC 0.16% Add +62.7% 4,980 $420K
Canvas Wealth Advisors, LLC 0.06% Reduce -16.7% 5,000 $419K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.5% 4,982 $417K
Fonville Wealth Management LLC 0.07% No change 4,976 $417K
Peterson Wealth Advisors, LLC 0.05% Reduce -0.0% 4,969 $416K
CreativeOne Wealth, LLC 0.01% New 4,959 $415K
Bluebird Wealth Management LLC 0.36% Add +13.4% 4,953 $415K
Texas Yale Capital Corp. 0.01% Add +0.2% 4,952 $415K
Diversify Advisory Services, LLC 0.01% New 5,049 $414K
Diversify Wealth Management, LLC 0.01% Add +2.6% 5,049 $414K
Calton & Associates, Inc. 0.06% Add +0.5% 4,893 $410K
S.A. Mason LLC 0.13% No change 4,881 $409K
Vision Capital Management, Inc. 0.05% Reduce -4.8% 4,862 $407K
Shayne & Jacobs, LLC 0.12% No change 4,860 $407K
Elmwood Wealth Management, Inc. 0.10% No change 4,831 $405K
Ethic Inc. 0.01% New 4,800 $402K
WealthPlan Investment Management, LLC 0.02% Reduce -0.8% 4,798 $402K
TD Capital Management LLC 0.03% Add +0.1% 4,791 $401K
Westbourne Investments, Inc. 0.16% Add +14.5% 4,785 $401K
Visionary Horizons, LLC 0.17% Add +5.4% 4,777 $400K
Investment Advisory Group, LLC 0.09% Add +1.1% 4,764 $399K
Fort Sheridan Advisors LLC 0.04% No change 4,763 $399K
Titleist Asset Management, LLC 0.03% Reduce -1.5% 4,756 $398K
Stone Summit Wealth LLC 0.10% No change 4,755 $398K
Old Mission Investment Co LLC 0.08% No change 4,754 $398K
Successful Portfolios LLC 0.19% Reduce -5.9% 4,752 $397K
Truefg, LLC 0.09% Add +0.0% 4,736 $397K
Bokf, NA 0.01% Reduce -36.1% 4,713 $395K
Caldwell Trust Co 0.03% Reduce -3.3% 4,686 $392K
Heartland Bank & Trust Co 0.08% No change 4,665 $391K
Mondrian Investment Partners LTD 0.01% Add +193.7% 4,664 $391K
DUTCH ASSET Corp 0.19% Reduce -6.0% 4,660 $390K
Strategic Financial Services, Inc. 0.02% Add +0.5% 4,643 $389K
Balance Wealth Partners LLC 0.10% Reduce -2.5% 4,636 $388K
Smith Chas P & Associates Pa Cpas 0.02% No change 4,635 $388K
MFA Wealth Services 0.23% Add +0.0% 4,626 $387K
Golden State Wealth Management, LLC 0.04% Add +0.8% 4,614 $386K
Hedges Asset Management LLC 0.25% — 4,600 $385K
Basepoint Wealth LLC 0.22% Add +0.3% 4,585 $384K
Baxter Bros Inc. 0.04% No change 4,585 $384K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -2.4% 4,564 $382K
Flatrock Wealth Partners LLC 0.15% No change 4,536 $380K
World Equity Group, Inc. 0.08% No change 4,528 $379K
Schiavi & Co LLC 0.10% No change 4,519 $378K
Planned Solutions, Inc. 0.11% No change 4,492 $376K
Southland Equity Partners LLC 0.07% Reduce -6.7% 4,483 $375K
Foundations Investment Advisors, LLC 0.00% Add +18.5% 4,481 $375K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -0.9% 4,474 $375K
Strategic Financial Partners, Ltd. 0.14% Add +0.6% 4,466 $374K
Brightwater Advisory LLC 0.24% No change 4,466 $374K
Symmetry Partners, LLC 0.02% Add +1.8% 4,461 $374K
Goelzer Investment Management, Inc. 0.02% No change 4,451 $373K
Acropolis Investment Management, LLC 0.01% Reduce -35.2% 4,436 $372K
Equitable Trust Co. 0.02% No change 4,418 $370K
Oarsman Capital, Inc. 0.04% Add +0.3% 4,391 $368K
MidAtlantic Capital Management, Inc. 0.23% Reduce -2.3% 4,385 $367K
Castleview Partners, LLC 0.16% Add +5.5% 4,377 $367K
Eagle Global Advisors LLC 0.01% No change 4,375 $366K
NBT Bank, N.A. 0.02% Reduce -14.9% 4,374 $366K
Petix & Botte Co 0.07% Add +100.3% 4,372 $366K
FSM Wealth Advisors, LLC 0.04% No change 4,365 $366K
Navellier & Associates Inc. 0.03% New 4,339 $363K
MJP Associates Inc. 0.04% Add +0.1% 4,332 $363K
Fisher Asset Management 0.00% Reduce -28.1% 4,322 $362K
Stephenson & Company, Inc. 0.17% Reduce -7.2% 4,314 $361K
Grandview Asset Management LLC 0.09% Add +27.7% 4,314 $361K
Guidance Capital, Inc. 0.08% No change 4,392 $361K
Pavion Blue Capital, LLC 0.15% No change 4,306 $361K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -16.5% 4,302 $360K
First Bancorp, Inc 0.14% New 4,270 $358K
Mosaic Family Wealth Partners, LLC 0.02% No change 4,270 $358K
German American Bancorp, Inc. 0.03% No change 4,233 $355K
Retirement Planning Co of New England, Inc. 0.13% No change 4,221 $354K
Resonant Capital Advisors, LLC 0.02% No change 4,197 $351K
BlueSky Wealth Advisors, LLC 0.04% No change 4,190 $351K
Callan Family Office, LLC 0.01% Reduce -59.8% 4,189 $351K
Radnor Capital Management, LLC 0.05% Reduce -1.5% 4,181 $350K
BCS Wealth Management 0.06% Reduce -0.6% 4,160 $348K
Swan Global Investments, LLC 0.02% No change 4,144 $347K
Hurley Capital, LLC 0.18% Add +8.0% 4,143 $347K
First Financial Bankshares Inc 0.01% No change 4,130 $346K
American Financial & Tax Strategies Inc. 0.16% No change 4,119 $345K
New Republic Capital, LLC 0.08% Add +0.4% 4,106 $344K
Park Edge Advisors, LLC 0.07% Add +2.6% 4,100 $343K
Elser Financial Planning, Inc 0.01% Reduce -1.5% 4,096 $343K
Bragg Financial Advisors, Inc 0.01% No change 4,079 $342K
Kathmere Capital Management, LLC 0.02% Reduce -12.2% 4,061 $340K
Vista Capital Partners, Inc. 0.03% Add +32.0% 4,055 $340K
Adirondack Capital Advisors, LLC 0.18% Add +0.5% 4,053 $339K
Rodgers & Associates, LTD 0.03% Add +3.9% 4,045 $339K
Fulton Bank, N.A. 0.01% No change 4,039 $338K
Icon Wealth Advisors, LLC 0.02% No change 4,024 $337K
Promethium Advisors,llc 0.16% No change 4,021 $337K
Compass Financial Group, Inc. (Ohio) 0.22% Reduce -3.7% 4,014 $336K
PKS Advisory Services, LLC 0.05% New 4,012 $336K
Ruggiero Investments, Inc. 0.28% No change 4,000 $335K
ArchPoint Investors 0.07% No change 4,000 $335K
Perennial Investment Advisors, LLC 0.02% New 3,992 $334K
Thornburg Investment Management Inc. 0.00% Add +10.8% 3,984 $334K
Sterling Group Wealth Management, LLC 0.14% Reduce -1.2% 3,961 $332K
LWM Advisors Inc. 0.28% Reduce -12.6% 3,950 $331K
First Bank & Trust 0.05% No change 3,950 $331K
Montag A & Associates Inc. 0.01% Add +6.3% 3,950 $331K
Cannon Financial Strategists, Inc. 0.04% No change 3,946 $330K
DMC Group, LLC 0.23% New 3,942 $330K
Forum Financial Management, LP 0.00% Reduce -51.4% 3,922 $328K
Barlow Wealth Partners, LLC 0.04% No change 3,971 $328K
Sunbeam Capital Management, LLC 0.15% Reduce -29.4% 3,908 $327K
Essex Financial Services, Inc. 0.02% Add +12.6% 3,908 $327K
Ssa Swiss Advisors AG 0.12% Reduce -14.0% 3,900 $327K
Tradition Wealth Management, LLC 0.02% No change 3,889 $326K
Arlington Financial Advisors, LLC 0.04% Reduce -3.2% 3,888 $326K
Werba Rubin Papier Wealth Management 0.04% Add +0.5% 3,888 $326K
LPWM LLC 0.07% Add +0.8% 3,834 $321K
Fortis Capital Management LLC 0.04% No change 3,824 $320K
Everstar Asset Management, LLC 0.15% New 462 $320K
Armstrong Advisory Group, Inc. 0.02% New 3,812 $319K
Sageworth Trust Co of South Dakota 0.20% No change 3,801 $318K
Courier Capital LLC 0.02% Add +26.6% 3,797 $318K
SpringVest Wealth Management LLC 0.20% Reduce -1.7% 3,792 $318K
RDA Financial Network 0.07% Reduce -2.1% 3,786 $317K
Regal Investment Advisors LLC 0.02% Add +5.1% 3,777 $316K
Colton Groome Financial Advisors, LLC 0.08% Add +6.7% 3,773 $316K
TLWM 0.05% No change 3,724 $312K
SBI Securities Co., Ltd. 0.01% Reduce -13.5% 3,721 $312K
Haverford Trust Co 0.00% No change 3,712 $311K
Parkside Financial Bank & Trust 0.02% Reduce -16.3% 3,693 $309K
Certified Advisory Corp 0.02% Add +8.1% 3,692 $309K
Traphagen Investment Advisors LLC 0.02% Add +0.4% 3,678 $308K
Catalyst Investment Management LLC 0.28% Reduce -39.5% 3,674 $308K
Bogart Wealth, LLC 0.01% Add +2.7% 3,669 $307K
Towneley Capital Management, Inc / DE 0.06% Add +0.0% 3,644 $305K
First National Advisers, LLC 0.04% Add +10.2% 3,627 $304K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% No change 3,626 $304K
Wealth Alliance, LLC 0.03% Add +23.8% 3,621 $303K
Nalls Sherbakoff Group, LLC 0.21% No change 3,588 $300K
Butensky & Cohen Financial Security, Inc. 0.07% Reduce -1.4% 3,585 $300K
Crews Bank & Trust 0.04% Add +1537.2% 3,569 $299K
Heritage Trust Co 0.03% No change 3,559 $298K
J. Derek Lewis & Associates Inc. 0.06% Add +0.6% 3,553 $298K
HF Advisory Group, LLC 0.09% Add +0.4% 3,541 $297K
CX Institutional 0.01% Add +0.1% 3,538 $296K
Financial Planning Hawaii, Inc. 0.16% No change 3,533 $296K
Hobbs Group Advisors, LLC 0.08% Add +0.0% 3,513 $294K
TCTC Holdings, LLC 0.01% No change 3,506 $294K
Interchange Capital Partners, LLC 0.06% Reduce -12.5% 3,500 $293K
Gradient Investments LLC 0.00% Add +0.1% 3,499 $293K
Trivant Custom Portfolio Group, LLC 0.16% Reduce -30.8% 3,490 $292K
Naples Global Advisors, LLC 0.02% No change 3,485 $292K
Thrive Capital Management, LLC 0.05% Reduce -5.1% 3,480 $291K
Petra Financial Advisors Inc. 0.13% Add +0.1% 3,414 $286K
Altiora Financial Group, LLC 0.04% No change 3,410 $286K
Gilbert & Cook, Inc. 0.03% Reduce -12.7% 3,400 $285K
Financial Management, Inc. 0.23% Add +0.5% 3,380 $283K
Brandes Investment Partners, LP 0.00% New 3,376 $283K
Optivise Advisory Services LLC 0.14% No change 3,371 $282K
CNB Bank 0.11% No change 3,370 $282K
Evolution Wealth Advisors, LLC 0.03% No change 3,352 $281K
Confluence Wealth Services, Inc. 0.01% Add +15.5% 3,351 $281K
Charter Research & Investment Group, Inc. 0.17% No change 3,350 $281K
Providence First Trust Co 0.08% Reduce -31.9% 3,317 $278K
Trek Financial, LLC 0.01% Reduce -3.6% 3,313 $277K
Pacific Sage Partners, LLC 0.04% No change 3,290 $276K
Tufton Capital Management 0.05% No change 3,270 $273K
Rockline Wealth Management, LLC 0.05% No change 3,248 $272K
Wealth Group Ltd 0.05% Add +0.1% 3,241 $271K
D L Carlson Investment Group Inc. 0.04% Add +1.9% 3,241 $271K
Dominguez Wealth Management Solutions, Inc. 0.15% Reduce -2.5% 3,229 $270K
Ariadne Wealth Management, LP 0.12% New 3,210 $269K
NovaPoint Capital, LLC 0.06% New 3,205 $268K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 3,201 $268K
Cypress Capital Group 0.03% No change 3,200 $268K
Gryphon Financial Partners LLC 0.02% Reduce -37.0% 3,192 $267K
Quarry Hill Advisors, LLC 0.10% No change 3,190 $267K
Mairs & Power Inc. 0.00% No change 3,178 $266K
Owen LaRue, LLC 0.09% No change 3,176 $266K
Rothschild Investment LLC 0.01% No change 3,175 $266K
EdgeRock Capital LLC 0.06% No change 3,170 $265K
Legacy Private Trust Co. 0.01% No change 3,168 $265K
Annis Gardner Whiting Capital Advisors, LLC 0.04% No change 3,121 $261K
Heartwood Wealth Advisors LLC 0.02% No change 3,118 $261K
Legacy Advisors, LLC 0.02% No change 3,116 $261K
LongView Wealth Management 0.07% Add +3.6% 3,114 $261K
Pinnacle Bancorp, Inc. 0.07% No change 3,112 $261K
Align Financial, LLC 0.13% No change 3,105 $260K
Aspiring Ventures, LLC 0.07% No change 3,100 $260K
apricus wealth, LLC 0.12% Add +14.8% 3,095 $259K
Liberty Atlantic Advisors LLC 0.19% No change 3,093 $259K
Independence Bank of Kentucky 0.03% No change 3,089 $259K
Sentinel Pension Advisors, LLC 0.03% Reduce -24.4% 3,166 $258K
Alliance Wealth Management Group 0.05% Add +7.7% 3,082 $258K
Towercrest Capital Management 0.04% Add +7.7% 3,082 $258K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 3,082 $258K
SilverOak Wealth Management LLC 0.03% No change 3,073 $257K
HHM Wealth Advisors, LLC 0.03% No change 3,058 $256K
Cooper/Haims Advisors, LLC 0.11% No change 3,056 $256K
Quadcap Wealth Management, LLC 0.02% No change 3,050 $255K
Bath Savings Trust Co 0.03% No change 3,045 $255K
CSM Advisors, LLC 0.01% Reduce -9.4% 3,036 $254K
Meridian Financial Partners LLC 0.09% Reduce -9.9% 3,051 $254K
Forbes J M & Co. LLP 0.02% No change 3,025 $253K
Compass Financial Management LLC 0.03% — 3,015 $253K
Chokshi & Queen Wealth Advisors, Inc 0.12% Reduce -1.1% 3,022 $253K
Fort Vancouver Investment Management, LLC 0.12% No change 3,010 $252K
Vista Investment Management 0.08% No change 3,008 $252K
Cornerstone Wealth Advisors, Inc. 0.05% No change 3,008 $252K
Family Investment Center, Inc. 0.04% Add +0.4% 3,005 $252K
Integral Investment Advisors, Inc. 0.06% No change 3,000 $251K
Traynor Capital Management, Inc. 0.01% Reduce -6.4% 2,983 $250K
Altus Wealth Group LLC 0.09% No change 2,969 $249K
SVB Wealth LLC 0.02% Reduce -0.1% 2,969 $249K
Colonial Trust Advisors 0.02% No change 2,966 $248K
Chesapeake Wealth Management 0.07% New 2,931 $245K
Tacita Capital Inc 0.13% No change 2,930 $245K
Balefire, LLC 0.04% Add +3.6% 2,902 $243K
Omega Financial Group, LLC 0.07% Reduce -4.1% 2,892 $242K
eCIO, Inc. 0.07% Reduce -10.4% 2,889 $242K
Key Financial Inc 0.04% No change 2,883 $241K
Paragon Advisors, LLC 0.05% Reduce -0.8% 2,882 $241K
Mystic Asset Management, Inc. 0.05% New 2,872 $241K
Brand Asset Management Group, Inc. 0.05% Reduce -7.0% 2,870 $240K
Atala Financial Inc 0.15% No change 2,854 $239K
O'ROURKE & COMPANY, Inc 0.08% New 2,850 $239K
Ardent Capital Management, Inc. 0.10% No change 2,850 $239K
Golden Reserve Retirement LLC 0.04% New 2,841 $238K
Continuum Advisory, LLC 0.02% Add +3.7% 2,840 $238K
BostonPremier Wealth LLC 0.10% Add +6.4% 2,840 $238K
Maseco LLP 0.01% Reduce -9.2% 2,833 $237K
Ackerman Capital Advisors, LLC 0.05% New 2,832 $237K
Wealthstar Advisors, LLC 0.12% Add +0.2% 2,813 $236K
CVFG LLC 0.02% Add +0.4% 2,813 $236K
Melfa Wealth Management, Inc. 0.13% Reduce -15.1% 2,807 $235K
Intelligent Financial Strategies 0.11% Add +7.1% 2,806 $235K
Cahill Financial Advisors Inc. 0.02% New 2,800 $235K
Breachway Investments LLC 0.35% No change 2,800 $235K
Capital Management Associates, Inc 0.05% No change 2,795 $234K
Tradewinds, LLC. 0.05% New 1,874 $234K
Advance Capital Management, Inc. 0.01% Reduce -7.1% 2,778 $233K
D.B. Root & Company, LLC 0.05% No change 2,775 $232K
Optima Capital LLC 0.09% Add +0.4% 2,773 $232K
Davidson Trust Co. 0.09% New 2,766 $232K
Northern Lights Advisors, Inc. 0.13% Add +0.3% 2,755 $231K
Santori & Peters, Inc. 0.06% No change 2,743 $230K
DSG Capital Advisors, LLC 0.03% Reduce -28.7% 2,771 $230K
Attessa Capital LLC 0.10% Add +0.5% 2,738 $229K
Retirement Planning Group, LLC / NY 0.12% Add +0.5% 2,731 $229K
American Trust 0.02% Reduce -43.2% 2,721 $228K
DeLarme Wealth Management, Inc. 0.13% No change 2,715 $227K
Chapman Financial Group, LLC 0.15% No change 2,711 $227K
TFO Wealth Partners, LLC 0.02% New 2,706 $227K
Crescent Grove Advisors, LLC 0.02% No change 2,704 $226K
Hubbell Strickland Wealth Management, LLC 0.08% New 2,694 $226K
LFA - Lugano Financial Advisors SA 0.14% No change 2,680 $224K
Founders Financial Alliance, LLC 0.03% Reduce -3.9% 2,670 $224K
Strategic Wealth Partners, Ltd. 0.01% Reduce -2.2% 2,662 $223K
Financial Perspectives, Inc 0.05% Add +23.5% 2,657 $223K
Douglass Winthrop Advisors, LLC 0.00% New 2,656 $222K
WP Advisors, LLC 0.05% New 2,651 $222K
Aegis Wealth Management LLC 0.10% New 2,650 $222K
American Money Management, LLC 0.03% New 2,648 $222K
Brickley Wealth Management 0.03% New 2,647 $222K
Triumph Capital Management 0.04% Reduce -45.6% 2,639 $221K
Parrish Capital LLC 0.21% New 2,621 $220K
Maple Capital Management, Inc. 0.01% New 2,616 $219K
MBE Wealth Management, LLC 0.08% New 2,615 $219K
Fulton Breakefield Broenniman LLC 0.01% Reduce -4.2% 2,601 $218K
CMH Wealth Management LLC 0.03% New 2,589 $217K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.5% 2,587 $217K
Green Ridge Wealth Planning LLC 0.09% New 2,584 $216K
Cassilly Financial Group LLC 0.16% New 2,582 $216K
Wellington-Altus USA Inc. 0.15% Reduce -55.7% 2,862 $215K
American State Bank (Iowa) 0.09% New 2,565 $215K
Thrive Wealth Management, LLC 0.03% New 2,565 $215K
Crestwood Advisors Group, LLC 0.00% New 2,554 $214K
Trivium Point Advisory, LLC 0.02% New 2,549 $213K
Acorn Wealth Advisors, LLC 0.05% New 2,547 $213K
Horizon Investments, LLC 0.00% Reduce -50.0% 1,820 $213K
Stock Yards Bank & Trust Co. 0.01% New 2,540 $213K
Fielder Capital Group LLC 0.05% New 2,524 $211K
Stonebridge Financial Planning Group, LLC 0.07% New 2,520 $211K
Earned Wealth Advisors, LLC 0.01% New 2,520 $211K
Hazlett, Burt & Watson, Inc. 0.06% Add +1.7% 2,517 $211K
Brown Financial Advisory 0.09% New 2,513 $210K
Rf&l Wealth Management, LLC 0.14% New 2,500 $209K
GW&K Investment Management, LLC 0.00% No change 2,495 $209K
Brookwood Investment Group LLC 0.02% New 2,480 $208K
Elevation Advisory Partners LLC 0.21% Reduce -80.5% 2,541 $206K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.07% — 2,455 $206K
Ballast Rock Private Wealth LLC 0.09% New 2,452 $205K
Berger Financial Group, Inc 0.01% New 2,440 $204K
Maia Wealth LLC 0.03% New 2,428 $203K
BetterWealth, LLC 0.04% New 2,426 $203K
Advisory Alpha, LLC 0.01% New 2,413 $202K
Edgemoor Investment Advisors, Inc. 0.01% New 2,412 $202K
Financial Discovery Group Inc. 0.43% New 2,413 $202K
Simmons Bank 0.01% New 2,408 $202K
Redwood Investment Management, LLC 0.02% New 2,403 $201K
Trust Co of the South 0.03% New 2,393 $200K
GK Wealth Management LLC 0.12% New 2,392 $200K
Cornerstone Planning Group LLC 0.02% Add +6.7% 2,246 $186K
TIAA Wealth Investment Management LLC 0.00% Add +21.8% 2,206 $184K
Pacifica Partners Inc. 0.05% Add +0.1% 2,143 $178K
Elevation Wealth Partners, LLC 0.05% Add +0.4% 2,048 $172K
Centaurus Financial, Inc. 0.01% Add +5.5% 2,014 $169K
Bollard Group LLC 0.01% Add +0.5% 2,006 $168K
Frazier Financial Advisors, LLC 0.08% No change 2,006 $168K
Timbuktu Capital Management, LLC 0.25% — 1,980 $166K
Russell Investments Group, Ltd. 0.00% Reduce -95.1% 1,969 $165K
MV Capital Management, Inc. 0.01% No change 1,948 $163K
Medallion Wealth Advisors, LLC 0.05% Reduce -22.6% 1,947 $163K
Center for Financial Planning, Inc. 0.01% No change 1,909 $160K
Versant Capital Management, Inc 0.01% Add +41.6% 1,905 $160K
Evermay Wealth Management LLC 0.02% Reduce -26.3% 1,791 $150K
USA Financial Formulas 0.03% — 1,777 $149K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,764 $148K
LGT Financial Advisors LLC 0.77% No change 1,745 $146K
Indiana Trust & Investment Management Co 0.04% No change 1,743 $146K
Provident Wealth Management, LLC 0.04% No change 1,666 $140K
Evolution Advisers, Inc. 0.05% No change 1,649 $138K
Meramec Financial Planners, LLC 0.05% Add +4.6% 1,654 $136K
Legacy Bridge, LLC 0.04% No change 1,552 $130K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -1.6% 1,516 $127K
Glass Jacobson Investment Advisors llc 0.04% Add +0.1% 1,491 $125K
Zeit Capital LLC 0.07% Add +0.1% 1,480 $124K
GHP Investment Advisors, Inc. 0.00% Add +6.9% 1,473 $123K
Institute for Wealth Management, LLC. 0.01% New 1,435 $120K
Frisco Financial Planning LLC 0.09% Add +0.4% 1,425 $119K
Beacon Financial Strategies CORP 0.06% Reduce -6.1% 1,422 $119K
First Pacific Financial 0.01% Add +0.5% 1,402 $117K
Fiduciary Financial Advisors 0.01% New 1,379 $115K
SWAN Capital LLC 0.04% No change 1,312 $110K
NCP Inc. 0.15% No change 1,300 $109K
Abound Wealth Management 0.02% Add +159.4% 1,284 $108K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,260 $106K
Strategic Investment Advisors / MI 0.01% Reduce -10.4% 1,253 $105K
Copia Wealth Management 0.06% No change 1,252 $105K
Murphy & Mullick Capital Management Corp 0.06% No change 1,248 $105K
TFC Financial Management, Inc. 0.01% No change 1,246 $104K
Heritage Wealth Advisors 0.00% Add +0.3% 1,230 $103K
Bear Mountain Capital, Inc. 0.03% No change 1,240 $103K
Larson Financial Group LLC 0.00% Reduce -34.1% 1,227 $103K
Ankerstar Wealth, LLC 0.09% Reduce -0.4% 1,218 $102K
International Assets Investment Management, LLC 0.01% Add +6.8% 1,181 $98K
Point Nemo Capital, LLC 0.05% New 1,146 $96K
Synergy Investment Management, LLC 0.02% No change 1,112 $93K
Biltmore Family Office, LLC 0.01% No change 1,105 $93K
Simplex Trading, LLC 0.00% Reduce -0.1% 1,075 $90K
LifeSteps Financial, Inc. 0.04% New 1,068 $89K
Bangor Savings Bank 0.01% No change 1,045 $88K
Planning Strategies Inc. 0.05% — 1,044 $87K
Community Bank, N.A. 0.01% No change 1,034 $87K
Mycio Wealth Partners, LLC 0.02% New 1,000 $84K
Trust Co. of Toledo NA 0.01% No change 1,000 $84K
Arlington Trust Co LLC 0.01% No change 955 $80K
Rosenberg Matthew Hamilton 0.01% No change 951 $80K
Westside Investment Management, Inc. 0.01% No change 948 $79K
Activest Wealth Management 0.02% Reduce -2.1% 947 $79K
Midway Capital Research & Management 0.06% No change 945 $79K
Crewe Advisors LLC 0.01% No change 936 $78K
Monetary Solutions, Ltd 0.07% No change 903 $76K
Family Manage LLC 0.01% Add +0.5% 900 $75K
Leo H. Evart, Inc. 0.06% Add +0.5% 894 $75K
Park National Corp. 0.00% Reduce -17.4% 869 $73K
Mascoma Wealth Management LLC 0.01% No change 839 $70K
Flagship Wealth Advisors, LLC 0.02% New 837 $70K
KERR FINANCIAL PLANNING Corp 0.08% No change 835 $70K
Global Trust Asset Management, LLC 0.02% No change 814 $68K
Private Wealth Management Group, LLC 0.02% No change 805 $67K
Salomon & Ludwin, LLC 0.01% No change 799 $66K
Adkins Seale Capital Management LLC 0.06% New 762 $64K
Clark Wealth Partners 0.04% No change 748 $63K
Toth Financial Advisory Corp. 0.01% No change 744 $62K
CDKV Holdings LLC 0.05% Reduce -7.7% 743 $62K
Tradewinds Capital Management, LLC 0.01% No change 737 $62K
Boreal Capital Management LLC 0.05% New 728 $61K
Princeton Global Asset Management LLC 0.01% Add +123.1% 725 $61K
Luminist Capital LLC 0.07% New 708 $59K
Graney & King, LLC 0.02% Add +3.0% 698 $58K
MPWM Advisory Solutions, LLC 0.03% Reduce -37.9% 689 $58K
Bullock Wealth Management Group 0.02% No change 693 $57K
Salem Investment Counselors Inc. 0.00% No change 682 $57K
Miller Capital Partners, Inc. 0.02% No change 674 $56K
Addison Advisors LLC 0.03% No change 671 $56K
Harbor Asset Planning, Inc. 0.04% Add +0.5% 644 $54K
Dorato Capital Management 0.04% No change 644 $54K
HighMark Wealth Management LLC 0.02% Add +31.2% 639 $54K
PFS Partners, LLC 0.02% Reduce -3.7% 617 $52K
Boyd Watterson Asset Management LLC 0.01% No change 607 $51K
Downshift Financial, LLC 0.02% New 604 $51K
Bfsg, LLC 0.00% No change 593 $50K
Kentucky Trust Co 0.02% No change 555 $46K
Greykasell Wealth Strategies, Inc. 0.02% Add +0.4% 519 $44K
Aventura Private Wealth, LLC 0.01% No change 513 $43K
Centerpoint Advisors, LLC 0.01% No change 500 $42K
Gables Capital Management Inc. 0.02% No change 500 $42K
Nvwm, LLC 0.01% Reduce -86.1% 481 $40K
Tsfg, LLC 0.01% No change 478 $40K
Barclays PLC 0.00% Reduce -50.0% 467 $39K
MidFirst Bank 0.00% Add +272.0% 465 $39K
Quest 10 Wealth Builders, Inc. 0.03% No change 457 $38K
Pioneer Family Office, LLC 0.02% Reduce -8.3% 442 $37K
Farmers & Merchants Investments Inc. 0.00% No change 435 $36K
Kimelman & Baird, LLC 0.00% No change 432 $36K
Blueline Advisors LLC 0.02% New 419 $35K
GGM Financial LLC 0.01% Add +0.5% 409 $34K
Pinney & Scofield, Inc. 0.02% Reduce -13.8% 405 $34K
St Germain D J Co. Inc. 0.00% Add +72.7% 404 $34K
Cheviot Value Management, LLC 0.00% No change 402 $34K
Kings Path Partners LLC 0.01% Reduce -0.5% 381 $32K
Trust Co 0.00% No change 371 $31K
Colonial Trust Co / SC 0.00% No change 350 $29K
Point72 Asset Management 0.00% New 349 $29K
Signature Resources Capital Management, LLC 0.01% New 331 $28K
Phillip James Consulting Co. 0.02% New 325 $27K
Summer Road LLC 0.02% Add +0.3% 321 $27K
City Holding Co. 0.00% Reduce -35.9% 300 $25K
Acumen Wealth Advisors, LLC 0.01% No change 288 $24K
Cornerstone Financial Management LLC 0.02% No change 282 $24K
Kroeger Financial Partners 0.02% — 280 $23K
Nemes Rush Group LLC 0.00% Add +0.4% 271 $23K
Legacies Wealth LLC 0.01% New 268 $22K
Keating Financial Advisory Services, Inc. 0.00% Reduce -42.1% 263 $22K
Ramirez Asset Management, Inc. 0.00% New 257 $22K
Fourth Dimension Wealth, LLC 0.01% No change 255 $21K
Gill Capital Partners, LLC 0.01% No change 252 $21K
Hanson & Doremus Investment Management 0.00% Reduce -63.6% 251 $21K
Security National Bank of Sioux City Iowa 0.01% New 250 $21K
McMillan Office, Inc. 0.00% No change 236 $20K
Anchor Bay Capital, Inc. 0.01% — 229 $19K
Ascentis Wealth Management, LLC 0.00% No change 231 $19K
Key Capital Management, INC 0.01% No change 228 $19K
Timmons Wealth Management, LLC 0.01% Reduce -23.6% 224 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -0.5% 223 $19K
United Community Bank 0.01% Reduce -40.4% 221 $19K
Richards, Merrill & Peterson, Inc. 0.01% No change 216 $18K
DB Fitzpatrick & Co, Inc 0.01% New 211 $18K
JDM Financial Group LLC 0.01% Add +0.5% 204 $17K
Piscataqua Savings Bank 0.01% No change 200 $17K
Tanglewood Legacy Advisors, LLC 0.01% New 200 $17K
Aberdeen Wealth Management LLC 0.01% No change 185 $15K
Quent Capital, LLC 0.00% Reduce -12.2% 180 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 178 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 175 $15K
GoalVest Advisory LLC 0.00% No change 166 $14K
Tucker Asset Management LLC 0.00% New 160 $13K
Ameriflex Group, Inc. 0.00% No change 140 $12K
Alerus Financial NA 0.00% No change 140 $12K
Vermillion Wealth Management, Inc. 0.00% Reduce -71.4% 138 $12K
Hartford Financial Management Inc. 0.00% No change 137 $11K
Philadelphia Investment Partners, LLC 0.01% Add +0.8% 132 $11K
Transamerica Financial Advisors, LLC 0.00% New 131 $11K
Marquette Associates, Inc. 0.01% New 129 $11K
Peoples Financial Services Corp. 0.00% No change 120 $10K
United Financial Planning Group LLC 0.00% No change 105 $9K
Manning & Napier Advisors LLC 0.00% No change 105 $9K
Holos Integrated Wealth LLC 0.00% Reduce -1.0% 101 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 100 $8K
Rialto Wealth Management, LLC 0.00% No change 99 $8K
SJS Investment Consulting Inc. 0.00% Reduce -8.5% 97 $8K
Creative Capital Management Investments LLC 0.00% No change 93 $8K
Signature Equity Partners, LLC 0.00% New 92 $8K
McGuire Capital Advisors Inc. 0.00% Reduce -38.6% 89 $7K
Darwin Wealth Management, LLC 0.00% No change 84 $7K
3 Factor Indexing, LLC 0.01% No change 76 $6K
PlanVest Financial, Inc 0.00% No change 71 $6K
Markowski Investments 0.00% — 66 $6K
IAG Wealth Partners, LLC 0.00% No change 61 $5K
1 North Wealth Services LLC 0.00% No change 58 $5K
Valued Wealth Advisors LLC 0.00% No change 50 $4K
Arvest Investments, Inc. 0.00% New 48 $4K
Steph & Co. 0.00% No change 44 $4K
Financial Consulate, Inc. 0.00% No change 44 $4K
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 $3K
Fairscale Capital, LLC 0.00% No change 31 $3K
Country Trust Bank 0.00% No change 30 $3K
DecisionPoint Financial, LLC 0.00% No change 30 $2K
Clearstead Trust, LLC 0.00% Reduce -99.0% 26 $2K
Wilkerson Advisory Group LLC 0.00% No change 18 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.6% 18 $2K
Washington Trust Advisors, Inc. 0.00% New 17 $1K
Essential Investment Partners LLC 0.00% No change 16 $1K
Wolff Wiese Magana LLC 0.00% New 10 $838
Rakuten Securities, Inc. 0.00% Reduce -99.3% 2 $168

"% 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.