Vanguard Ftse All-World Ex-UVEUETF
13F holders, Q2 2026 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $137.8M |
| Exits | 49 | $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.