Vanguard Total Intl StockVXUSETF

13F holders, Q1 2026 (March 31)
1,728holders +76
169new positions
83sold out
6famous investors
$76.20avg. 13F price*

At the end of Q1 2026, 1,728 institutions reported holding Vanguard Total Intl Stock (VXUS) in their 13F filings, up 76 from Q4 2025. 169 opened new positions and 83 sold out. The largest holders were Vanguard Advisers Inc. ($6.7B), Rakuten Investment Management, Inc. ($2.2B) and Bank of America Corp. ($2.0B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Total Intl Stock
CUSIP
921909768
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions169$131.3M
Exits83$221.5M

All 13F filers, Q4 2025 → Q1 2026: 53,528,049 shares bought and 25,545,426 shares sold, net +27,982,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,728 holders

Vanguard Advisers Inc. 26.45% — 87,515,479 $6.7B
Rakuten Investment Management, Inc. 4.48% Add +100.0% 30,141,800 $2.2B
Bank of America Corp. 0.15% Add +31.4% 26,202,620 $2.0B
Narodna banka Slovenska 37.07% — 14,913,131 $1.1B
Morgan Stanley 0.07% Reduce -14.8% 14,053,165 $1.1B
Envestnet Asset Management Inc. 0.25% Add +2.3% 12,151,576 $937.0M
HB Wealth Management, LLC 4.01% Add +6.0% 8,063,098 $618.3M
Cetera Investment Advisers 0.54% Add +1.1% 6,609,737 $509.7M
Wealthspire Advisors, LLC 3.84% Add +7.7% 6,334,962 $488.5M
Susquehanna International Group, LLP 0.63% Add +884.7% 6,333,368 $488.4M
Cambridge Investment Research Advisors, Inc. 1.23% Reduce -2.8% 6,180,518 $476.6M
Aptus Capital Advisors, LLC 3.62% Add +8.3% 5,581,508 $430.4M
UBS Group AG 0.07% Add +30.9% 5,235,368 $403.7M
LPL Financial LLC 0.11% Add +17.1% 5,206,507 $401.5M
Signaturefd, LLC 6.15% Add +59.5% 5,202,759 $401.2M
Ameriprise Financial Inc. 0.09% Add +1.1% 4,932,706 $380.3M
Royal Bank of Canada 0.07% Add +12.2% 4,686,069 $361.3M
Wells Fargo & Company 0.07% Add +54.7% 4,655,610 $359.0M
Sageworth Trust Co 13.10% Reduce -5.8% 3,952,399 $304.8M
HighTower Advisors, LLC 0.30% Add +7.1% 3,671,074 $283.1M
Raymond James Financial Inc. 0.09% Add +24.4% 3,633,355 $280.2M
Janus Henderson Group PLC 0.11% Add +11.8% 2,961,440 $228.4M
Angeles Investment Advisors, LLC 15.26% Add +3.6% 2,943,879 $227.0M
Vanguard National Trust Co 11.56% — 2,379,228 $183.5M
Osaic Holdings, Inc. 0.26% Add +11.6% 2,308,735 $178.0M
Corient Private Wealth LP 0.24% Reduce -3.9% 2,145,556 $165.4M
UNIVEST FINANCIAL Corp 9.22% Add +1.3% 2,129,230 $164.2M
First American Financial Corp 43.90% Add +0.7% 2,105,410 $162.3M
Tidal Investments LLC 0.51% Add +5.5% 2,100,975 $162.0M
Zhang Financial LLC 5.55% Add +10.8% 2,082,582 $160.6M
Wealth Enhancement Advisory Services, LLC 0.34% Reduce -36.5% 2,026,689 $155.2M
Sei Investments Co. 0.13% Add +7.3% 1,890,884 $145.8M
Cerity Partners LLC 0.20% Add +13.1% 1,861,287 $143.7M
Captrust Financial Advisors 0.24% Add +25.9% 1,767,782 $136.3M
Vestmark Advisory Solutions, Inc. 1.49% Reduce -3.1% 1,743,723 $134.5M
Charter Oak Capital Management, LLC 10.03% Add +0.8% 1,676,714 $129.3M
Angeles Wealth Management, LLC 6.90% Add +18.0% 1,643,243 $126.7M
JPMorgan Chase & Co. 0.01% Add +13.3% 1,689,136 $126.1M
Focus Partners Wealth 0.14% Add +1.1% 1,622,955 $125.2M
Rockefeller Capital Management L.P. 0.21% Add +29.0% 1,507,462 $116.2M
Lincoln National Corp. 3.23% Reduce -2.1% 1,449,059 $111.7M
Global Endowment Management, LP 12.39% Add +20.8% 1,439,639 $111.0M
Greenwood Gearhart LLC 5.96% Add +45.8% 1,430,075 $110.3M
Sentinel Trust Co. Lba 10.82% Add +3.5% 1,412,213 $108.9M
Gleason Group, Inc. 10.14% Add +4.7% 1,327,474 $102.4M
Alliancebernstein L.P. 0.03% Add +1.9% 1,314,367 $99.2M
Allen Investment Management, LLC 1.15% Add +39.2% 1,203,056 $92.8M
St. Louis Trust Co 10.81% Reduce -0.4% 1,200,704 $92.6M
Envestnet Portfolio Solutions, Inc. 0.50% Reduce -22.3% 1,167,418 $90.0M
Capstone Financial Advisors, Inc. 4.78% Add +0.3% 1,149,849 $88.7M
Verus Financial Partners, Inc. 7.49% Reduce -0.6% 1,010,609 $83.5M
Stifel Financial Corp. 0.08% Add +9.6% 1,078,350 $83.2M
First National Bank of Omaha 2.53% Add +0.5% 1,099,375 $82.1M
Roble, Belko & Company, Inc 10.24% Add +12.4% 1,044,386 $80.5M
Dakota Wealth Management 1.71% Add +4.8% 1,025,006 $79.0M
Provenance Wealth Advisors, LLC 8.17% Reduce -2.6% 1,000,812 $77.2M
Northwestern Mutual Wealth Management Co. 0.05% Add +44.2% 1,000,041 $77.1M
Commonwealth Equity Services, LLC 0.11% Add +1.3% 991,433 $76.4M
Mesirow Financial Investment Management, Inc. 1.21% Add +53.1% 972,639 $75.0M
Ieq Capital, LLC 0.35% Add +0.4% 966,621 $74.5M
Creative Planning 0.05% Add +26.0% 947,319 $73.0M
AMG National Trust Bank 1.57% Add +10.9% 939,954 $72.5M
Luminvest Wealth Management LLC 18.92% Add +4.0% 926,464 $72.4M
Caprock Group, LLC 1.67% Add +0.6% 892,206 $68.8M
Private Advisor Group, LLC 0.30% Add +18.7% 834,375 $64.3M
Towneley Capital Management, Inc / DE 13.24% Reduce -0.7% 820,572 $63.3M
Flow Traders U.S. LLC 1.98% Reduce -92.7% 810,053 $62.5M
D.A. Davidson & Co. 0.36% Add +0.7% 777,797 $60.0M
Moneta Group Investment Advisors LLC 0.45% Add +6.3% 775,668 $59.8M
3EDGE Asset Management, LP 2.89% Reduce -38.4% 774,479 $59.7M
Obermeyer Wealth Partners 2.71% Add +5008.5% 762,643 $58.8M
Greenline Partners, LLC 6.21% Add +13.6% 749,731 $57.8M
Mariner, LLC 0.07% Add +32.1% 745,773 $57.5M
FMR LLC 0.00% Add +27.6% 739,473 $57.0M
Haverford Trust Co 0.52% Add +1.1% 735,394 $56.7M
Beacon Pointe Advisors, LLC 0.30% Add +14.1% 729,817 $56.3M
SAM Advisors, LLC 17.51% Add +0.3% 724,431 $55.9M
Equitable Holdings, Inc. 0.36% Add +2.0% 738,442 $55.7M
Bogart Wealth, LLC 2.15% Reduce -0.3% 722,219 $55.7M
25 LLC 16.93% Add +3.7% 712,542 $54.9M
Topsail Wealth Management, LLC 7.83% Add +2.0% 688,440 $53.1M
MML Investors Services, LLC 0.15% Reduce -14.8% 685,730 $52.9M
Fifth Third Bancorp 0.09% Add +14059.5% 665,073 $51.3M
Kestra Advisory Services, LLC 0.19% Add +10.5% 659,613 $50.9M
White Lighthouse Investment Management Inc. 6.89% Add +8.4% 643,659 $49.6M
Jones Financial Companies LLLP 0.02% Add +69.3% 645,976 $48.2M
Wealthfront Advisers LLC 0.10% Add +24.8% 608,493 $46.9M
Savant Capital, LLC 0.22% Add +142.5% 595,695 $45.9M
Peak Financial Management, Inc. 11.61% Reduce -0.3% 593,252 $45.7M
Joel Isaacson & Co., LLC 1.49% Add +14.1% 582,869 $44.9M
GeoWealth Management, LLC 1.61% Reduce -0.7% 580,473 $44.8M
James J. Burns & Company, LLC 6.03% Add +0.5% 576,420 $44.4M
Tenon Financial LLC 17.15% Add +12.7% 566,090 $43.7M
Northern Trust Corp. 0.01% Add +4.8% 560,317 $43.2M
N.E.W. Advisory Services LLC 3.12% Add +0.8% 541,563 $41.8M
Mill Creek Capital Advisors, LLC 0.84% Reduce 0.0% 529,718 $40.8M
McKinley Carter Wealth Services, Inc. 2.36% Reduce -61.6% 529,601 $40.8M
Estate Counselors, LLC 3.58% Reduce -1.1% 521,214 $40.2M
TRB Wealth Management, LLC 5.68% — 518,362 $40.0M
Souders Financial Advisors 4.52% Add +0.5% 513,391 $39.6M
Cahaba Wealth Management, Inc. 2.68% Add +0.8% 512,768 $39.5M
Efficient Advisors, LLC 2.80% Reduce -20.0% 511,013 $39.4M
Mercer Global Advisors Inc. 0.06% Add +0.3% 499,729 $38.5M
WBH Advisory Inc. 2.87% Add +2.2% 491,313 $38.3M
Goldman Sachs Group Inc. 0.01% Reduce -40.3% 489,616 $37.8M
Phillips Financial Management, LLC 2.72% Reduce -13.9% 486,052 $37.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1847.7% 482,590 $37.2M
Standpoint Asset Management, LLC 8.93% Reduce -3.4% 477,600 $36.8M
BlackRock, Inc. 0.00% Add +2.7% 469,323 $36.2M
Focus Financial Network, Inc. 1.29% Reduce -0.6% 468,336 $36.1M
Allworth Financial LP 0.14% Add +6.5% 451,672 $34.8M
Avantax Planning Partners, Inc. 0.95% Add +0.4% 449,329 $34.6M
Abacus Planning Group, Inc. 4.63% Reduce -2.5% 446,325 $34.4M
Pathstone Holdings, LLC 0.14% Add +6.0% 443,022 $34.2M
Bragg Financial Advisors, Inc 1.07% Add +1.5% 438,324 $33.8M
Betterment LLC 0.06% Add +13.8% 435,435 $33.6M
Connecticut Wealth Management, LLC 1.39% Reduce -4.5% 430,220 $33.2M
Prudential PLC 0.25% Reduce -13.8% 423,000 $32.6M
Bank of Montreal 0.01% Add +8.9% 416,367 $32.1M
Burrus Financial Services, Inc. 14.56% Add +8.1% 412,590 $31.8M
Pinnacle Financial Partners, Inc. 0.23% Add +15.4% 394,293 $30.4M
Okabena Investment Services Inc. 5.85% No change 393,566 $30.3M
Hardy Reed LLC 2.16% Reduce -0.6% 383,406 $29.6M
Stuart Investment Advisors, Inc. 12.67% Add +1.2% 376,108 $29.0M
Cibc World Market Inc. 0.05% Add +43.4% 373,899 $28.8M
Stratos Wealth Partners, LTD. 0.33% Add +1.7% 372,818 $28.7M
Sunflower Bank, N.A. 7.30% Add +0.1% 371,711 $28.7M
Joseph Group Capital Management 6.98% Reduce -1.7% 362,216 $27.9M
Manuka Financial, LLC 17.09% Add +3.7% 358,860 $27.7M
Prospera Capital Management, LLC 13.67% Add +1.5% 353,407 $27.2M
Annis Gardner Whiting Capital Advisors, LLC 4.28% Add +9.8% 346,238 $26.7M
Waverly Advisors, LLC 0.20% Add +8.3% 344,213 $26.5M
BOK Financial Private Wealth, Inc. 1.59% Reduce -1.7% 342,338 $26.4M
PNC Financial Services Group, Inc. 0.02% Add +10.1% 342,093 $26.4M
Truist Financial Corp. 0.04% Add +15.4% 341,066 $26.3M
Sanctuary Advisors, LLC 0.14% Add +6.6% 337,631 $26.0M
Curran Financial Partners, LLC 4.65% Add +10.1% 337,085 $26.0M
Brooklyn Investment Group 0.81% Add +100.5% 334,701 $25.8M
Juno Financial Group LLC 10.03% Add +1.8% 331,903 $25.6M
Leonard Rickey Investment Advisors P.L.L.C. 4.38% Add +3.8% 328,487 $25.3M
Capital Investment Management, Inc. 8.67% Reduce -7.4% 327,346 $25.2M
Cresset Asset Management, LLC 0.11% Reduce -19.9% 324,300 $25.0M
Professional Financial Advisors, LLC 5.08% Add +9.0% 323,626 $25.0M
Pacific Center for Financial Services 6.31% Add +1440.8% 322,650 $24.9M
MAI Capital Management 0.14% Add +3.9% 319,584 $24.6M
OneAscent Financial Services LLC 1.32% Add +635.1% 317,132 $24.5M
IMA Advisory Services, Inc. 2.38% Reduce -7.7% 316,105 $24.4M
Shelter Mutual Insurance Co 5.40% No change 314,823 $24.3M
Harbour Investments, Inc. 0.37% Add +21.0% 314,652 $24.3M
Baron Silver Stevens Financial Advisors, LLC 3.50% Add +4.3% 312,425 $24.1M
Arbor Wealth Advisors LLC 16.88% Add +0.5% 312,054 $24.1M
Cairn Investment Group, Inc. 11.79% Reduce -0.7% 307,719 $23.7M
Laird Norton Wetherby Trust Company, LLC 0.51% Add +37.1% 305,684 $23.6M
Scotia Capital Inc. 0.09% Add +118.0% 297,187 $22.9M
Brown Advisory Inc. 0.04% Add +103.7% 296,224 $22.8M
Seneca Financial Advisors LLC 6.59% Add +0.1% 291,754 $22.5M
Cambridge Associates LLC /Ma/ 0.36% Add +7.3% 291,594 $22.5M
Legacy Private Trust Co. 1.39% Reduce -2.2% 290,999 $22.4M
Aperture Investors, LLC 2.83% Reduce -14.2% 290,907 $22.4M
FIDELIS iM, LLC 8.43% Add +9.5% 289,026 $22.3M
Choate Investment Advisors 0.43% Reduce -0.6% 286,869 $22.1M
Stone Loft Wealth Management LLC 15.10% Add +37.9% 274,017 $21.1M
Family CFO Inc 9.39% Reduce -0.7% 271,855 $21.0M
OneDigital Investment Advisors LLC 0.20% Add +13.7% 271,409 $20.9M
Sykon Capital LLC 6.90% Add +2028.4% 268,436 $20.7M
Gotham Asset Management 0.06% Add +162.0% 267,642 $20.6M
Blair William & Co. 0.06% Add +58.4% 266,928 $20.6M
Clarity Wealth Advisors, LLC 4.10% Add +8.9% 258,238 $19.9M
Arax Advisory Partners 0.56% Reduce -37.5% 257,452 $19.9M
National Philanthropic Trust 0.21% No change 257,340 $19.8M
Cherrydale Wealth Management, LLC 5.99% Add +2.8% 251,310 $19.4M
Drystone LLC 17.25% Add +0.0% 248,107 $19.1M
BIP Wealth, LLC 0.77% Add +4.1% 246,586 $19.0M
Focus Partners Advisor Solutions, LLC 0.19% Reduce -9.1% 246,492 $19.0M
CSM Advisors, LLC 0.47% Add +4.6% 245,780 $19.0M
United Services Automobile Association 2.20% Add +14.4% 242,510 $18.7M
Prime Buchholz LLC 9.73% Add +25.4% 241,477 $18.6M
WealthCollab, LLC 7.54% Add +4.6% 237,498 $18.3M
PFG Advisors 0.89% Add +8.5% 237,446 $18.3M
Integrated Wealth Concepts LLC 0.14% Add +8.8% 233,976 $18.0M
Gibson Wealth Advisors LLC 12.06% Add +1.2% 233,431 $18.0M
David Kennon Inc 6.44% Add +10.6% 233,054 $18.0M
Breakwater Investment Management 6.59% Reduce -2.5% 229,707 $17.7M
Cardiff Park Advisors, LLC 1.41% Add +15.8% 228,438 $17.6M
EP Wealth Advisors, LLC 0.09% Add +37.1% 227,924 $17.6M
NewEdge Advisors, LLC 0.06% Add +7.6% 225,940 $17.4M
Index Fund Advisors, Inc. 0.78% Add +0.1% 225,620 $17.4M
Cornerstone Wealth Management, LLC 0.87% Reduce -1.7% 225,266 $17.4M
Sellwood Investment Partners LLC 6.71% Reduce -6.6% 220,965 $17.0M
Greenbush Financial Group, LLC 5.56% Add +1.1% 217,881 $16.8M
GuidedMoney, LLC 8.79% Add +0.8% 217,147 $16.7M
Apella Capital, LLC 0.25% Reduce -1.7% 199,519 $16.7M
Farther Finance Advisors, LLC 0.16% Reduce -17.6% 214,178 $16.7M
Ogorek Anthony Joseph /NY/ 4.51% Add +2.1% 213,651 $16.5M
Brooklyn FI, LLC 3.44% Add +2.3% 212,310 $16.4M
Quantinno Capital Management LP 0.03% Add +0.9% 211,440 $16.3M
Granville Capital, Inc. 8.51% Add +11.5% 211,060 $16.3M
Factor Wealth Management LTD 3.04% Add +37.0% 209,746 $16.2M
Shade Tree Advisors LLC 11.57% Add +12.1% 209,434 $16.1M
New England Private Wealth Advisors LLC 1.85% Add +16.1% 207,231 $16.0M
SYM FINANCIAL Corp 1.60% No change 207,396 $16.0M
Sage Mountain Advisors LLC 1.12% Add +1.3% 206,753 $15.9M
Berman McAleer LLC 2.13% Add +0.3% 202,512 $15.6M
Advisory Services Network, LLC 0.21% Add +17.2% 201,062 $15.5M
Mallini Complete Financial Planning LLC 13.35% Add +1.3% 200,583 $15.5M
Summit Financial, LLC 0.20% Add +87.8% 200,344 $15.4M
B.O.S.S. Retirement Advisors, LLC 4.68% Add +21.3% 199,053 $15.3M
CWS Financial Advisors, LLC 3.80% Reduce -0.3% 192,108 $14.8M
Tribridge Partners Financial LLC 6.11% Add +5.3% 190,612 $14.8M
Genesis Wealth Advisors, LLC 9.85% Add +4.5% 191,361 $14.8M
Swisher Financial Concepts, Inc. 8.21% Add +4.5% 190,255 $14.7M
Janney Montgomery Scott LLC 0.04% Add +1.5% 188,742 $14.6M
Oppenheimer & Co. Inc. 0.18% Add +16.3% 186,919 $14.4M
Sequoia Financial Advisors, LLC 0.08% Add +7.5% 186,431 $14.4M
BNP Paribas Financial Markets 0.01% Add +18.8% 183,785 $14.2M
Charis Legacy Partners, LLC 20.59% Add +3.0% 182,621 $14.1M
Madison Park Capital Advisors, LLC 11.03% Add +1.9% 181,979 $14.0M
Kestra Private Wealth Services, LLC 0.17% Add +5.6% 181,212 $14.0M
Callan Family Office, LLC 0.32% Add +4.1% 180,531 $13.9M
IFP Advisors, Inc 0.28% Add +18.0% 178,258 $13.7M
Diversified Trust Co. 0.25% Add +1.4% 177,419 $13.7M
TD Waterhouse Canada Inc. 0.04% Add +162.0% 174,937 $13.6M
CoreCap Advisors, LLC 0.46% Add +902.9% 175,732 $13.6M
Calydon Capital 2.19% Add +0.1% 173,835 $13.4M
AQR Capital Management 0.01% Add +39.8% 172,528 $13.3M
Dodds Wealth, LLC 3.24% Reduce -1.0% 171,066 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Add +12.6% 169,460 $13.1M
Arkadios Wealth Advisors 0.21% Add +3.6% 168,486 $13.0M
Sageworth Trust Co of South Dakota 10.26% Reduce -2.5% 167,895 $12.9M
L.K. Benson & Company, P.C. 4.26% Add +2.0% 166,972 $12.9M
Wetzel Investment Advisors, Inc. 5.04% Reduce -4.2% 163,993 $12.6M
Wrenne Financial Planning LLC 4.92% Add +1.7% 162,625 $12.5M
Clearstead Advisors, LLC 0.11% Add +115.4% 161,689 $12.5M
Bfsg, LLC 1.18% Add +22.1% 161,361 $12.4M
Barclays PLC 0.00% Add +1.1% 158,701 $12.2M
Dynamic Advisor Solutions LLC 0.38% Add +569.9% 158,225 $12.2M
St Germain D J Co. Inc. 0.48% Add +10.3% 156,459 $12.1M
Prime Capital Investment Advisors, LLC 0.14% Add +1.6% 153,648 $11.8M
Root Financial Partners, LLC 0.55% Reduce -1.7% 153,329 $11.8M
Atria Investments, Inc 0.13% Reduce -3.0% 152,663 $11.8M
Wedmont Private Capital 0.38% Add +9.3% 144,811 $11.8M
Resolute Capital, LLC 4.75% Add +5.8% 151,981 $11.7M
Brighton Jones LLC 0.26% Add +16.5% 151,312 $11.7M
Bank of Hawaii 0.61% Add +4.6% 150,206 $11.6M
AE Wealth Management LLC 0.06% Add +226.2% 149,510 $11.5M
Tenret Co LLC 5.56% Reduce -0.6% 149,344 $11.5M
Applied Capital LLC 4.28% Reduce -1.1% 148,516 $11.5M
Avior Wealth Management, LLC 0.32% Add +5.4% 144,438 $11.1M
Northstar Group, Inc. 1.60% Add +11.1% 141,883 $10.9M
Sunesis Advisors, LLC 4.93% Reduce -0.6% 141,415 $10.9M
Intelligent Financial Strategies 5.65% Add +1.2% 140,729 $10.9M
Exencial Wealth Advisors, LLC 0.34% Reduce -7.4% 139,809 $10.8M
XY Planning Network, Inc. 1.69% Reduce -2.5% 135,545 $10.6M
SVRN Asset Management, LLC 10.19% Reduce -26.6% 136,471 $10.5M
Fiduciary Advisors, Inc. 7.90% Add +5.4% 136,386 $10.5M
Gateway Wealth Partners, LLC 0.41% Add +178.2% 135,702 $10.5M
MontVue Capital Management, Inc. 7.02% Add +0.1% 133,671 $10.3M
Winthrop Advisory Group LLC 0.84% Add +10.4% 132,935 $10.3M
Pinnacle Wealth Management Group, Inc. 5.03% Add +63.4% 132,816 $10.2M
Elwood & Goetz Wealth Advisory Group, LLC 1.73% Reduce -1.9% 131,927 $10.2M
Center for Financial Planning, Inc. 1.06% Reduce -1.6% 131,262 $10.1M
Optas, LLC 1.52% Reduce -0.5% 130,236 $10.0M
Beacon Financial Strategies CORP 5.66% Add +1.4% 129,308 $10.0M
Nicholas Hoffman & Company, LLC. 0.23% Reduce -1.4% 128,503 $9.9M
New Covenant Trust Company, N.A. 8.78% Reduce -2.1% 127,568 $9.8M
Davidson Kahn Capital Management, LLC 5.21% Add +253.8% 125,244 $9.8M
US Bancorp \de 0.01% Add +22.6% 123,710 $9.5M
Clarity Capital Advisors, LLC 4.43% Add +12.6% 123,300 $9.5M
Independent Advisor Alliance 0.10% Add +65.1% 123,122 $9.5M
M Wealth Management, LLC 7.97% Add +2.0% 122,851 $9.5M
Cornerstone Financial Group, LLC 6.07% Add +8.0% 113,900 $9.5M
B&D White Capital Company, LLC 1.16% Add +4.2% 121,428 $9.4M
KMT Wealth Management, LLC 5.03% No change 120,171 $9.3M
Bank Hapoalim BM 1.51% New 119,514 $9.2M
Wealth Enhancement Trust Services, Inc. 1.11% Reduce -1.0% 119,417 $9.2M
Jane Street Group, LLC 0.01% Reduce -96.8% 118,959 $9.2M
Parallel Advisors, LLC 0.16% Add +4.7% 118,632 $9.1M
Ade, LLC 4.36% Reduce -0.2% 118,023 $9.1M
Trellis Wealth Advisors LLC 3.41% Reduce -1.3% 116,280 $9.0M
Burns J W & Co. Inc. 1.03% Add +16.8% 116,036 $8.9M
Legacy Advisors, LLC 1.05% Reduce -2.1% 115,171 $8.9M
Glenmede Trust Co. NA 0.04% Add +14.1% 114,989 $8.9M
Discipline Wealth Solutions, LLC 0.93% Add +714.5% 114,894 $8.9M
NewEdge Wealth, LLC 0.11% Add +34.5% 114,469 $8.8M
Downshift Financial, LLC 4.51% Add +14.7% 106,657 $8.7M
Vernal Point Advisors, LLC 3.54% Add +0.1% 113,067 $8.7M
Squarepoint Ops LLC 0.02% Add +573.8% 112,851 $8.7M
Brio Consultants, LLC 1.06% Reduce -5.0% 103,798 $8.7M
Vise Technologies, Inc. 0.17% No change 114,163 $8.6M
Geneos Wealth Management Inc. 0.20% Add +478.0% 111,367 $8.6M
Ssi Investment Management LLC 0.70% Reduce -39.3% 110,525 $8.5M
Modern Wealth Management, LLC 0.15% Reduce -3.4% 109,103 $8.5M
World Investment Advisors 0.14% Add +6.2% 110,241 $8.5M
Latigo Investments, LLC 4.23% No change 110,240 $8.5M
MRWM Advisors, LLC 4.61% Add +2.5% 110,205 $8.5M
Asset One Wealth Management LLC 0.94% New 103,252 $8.5M
San Luis Wealth Advisors LLC 1.38% Add +3.7% 107,916 $8.3M
Register Financial Advisors LLC 3.01% Add +3.1% 105,691 $8.1M
Gordian Advisors LLC 5.39% Reduce -0.3% 104,837 $8.1M
Spire Wealth Management 0.27% Add +34.1% 104,491 $8.1M
Freedom Day Solutions, LLC 2.14% Reduce -5.2% 103,565 $8.0M
Nwam LLC 0.45% Reduce -4.5% 101,750 $7.8M
Evoke Wealth, LLC 0.14% Add +4.0% 101,621 $7.8M
GFS Advisors, LLC 0.51% Add +2.2% 110,256 $7.8M
Merit Financial Group, LLC 0.06% Reduce -3.4% 101,259 $7.8M
Atlantic Private Wealth, LLC 4.97% Reduce -0.6% 98,622 $7.6M
Guardsman Private Capital Management, Inc. 5.94% Add +2.3% 98,516 $7.6M
GSG Advisors LLC 1.97% Add +3.4% 98,332 $7.6M
Leavell Investment Management, Inc. 0.31% Add +3.0% 98,328 $7.6M
RFG Advisory, LLC 0.14% Add +191.2% 97,542 $7.5M
Meriwether Wealth & Planning, LLC 4.10% New 97,026 $7.5M
McClarren Financial Advisors, Inc. 4.40% Add +320.3% 96,363 $7.4M
Briggs Wealth Management, Inc 7.84% Add +21.6% 95,808 $7.4M
CGN Advisors LLC 0.58% Add +11.9% 95,653 $7.4M
Altiora Financial Group, LLC 1.19% Add +6.3% 93,532 $7.2M
Bailard, Inc. 0.16% Add +1.9% 92,874 $7.2M
First Horizon Corp. 0.30% Add +4.5% 91,587 $7.1M
Hartmann Taylor Wealth Management, LLC 4.64% Add +5.7% 90,925 $7.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% — 89,422 $6.9M
First Heartland Consultants, Inc. 0.53% Add +4.6% 89,025 $6.9M
Greenhouse Wealth Management, LLC 4.23% Add +2.9% 88,837 $6.8M
Guardian Wealth Advisors, LLC / NC 0.43% Reduce -1.0% 88,555 $6.8M
Coyle Financial Counsel LLC 1.44% Reduce -0.4% 88,471 $6.8M
Independent Financial Group, LLC 0.15% Add +44.5% 88,038 $6.8M
Lowe Brockenbrough & Co. Inc. 0.34% Add +0.2% 87,554 $6.8M
Roundview Capital LLC 0.42% Add +8.4% 86,900 $6.7M
Rockbridge Investment Management, LCC 0.59% Add +186.1% 85,451 $6.6M
Composition Wealth, LLC 0.09% Add +2.7% 84,930 $6.5M
Cherry Tree Wealth Management, LLC 1.37% Reduce -2.1% 84,214 $6.5M
Fire Capital Management LLC 3.04% Add +12.9% 84,051 $6.5M
Dorsey & Whitney Trust CO LLC 0.36% Reduce -2.3% 83,677 $6.5M
Coastal Bridge Advisors, LLC 0.45% Add +11.0% 82,470 $6.4M
Main Management LLC 0.46% Reduce -55.3% 82,166 $6.3M
Parkside Financial Bank & Trust 0.49% Add +16.1% 81,927 $6.3M
Mustard Seed Financial, LLC 3.77% Reduce -0.3% 81,690 $6.3M
Roger Wittlin Investment Advisory, LLC 5.14% Add +73.9% 81,445 $6.3M
Evanson Asset Management, LLC 0.34% Reduce -1.3% 81,309 $6.3M
AlphaCore Capital LLC 0.15% Add +0.6% 81,013 $6.2M
Keeler & Nadler Financial Planning & Wealth Management 2.12% Add +240.6% 80,940 $6.2M
Winter & Associates, Inc. 5.44% Reduce -8.3% 79,666 $6.2M
Catalyst Private Wealth, LLC 3.36% Reduce -1.0% 80,348 $6.2M
Tanager Wealth Management LLP 0.60% No change 79,855 $6.2M
Valmark Advisers, Inc. 0.07% Reduce -0.1% 79,120 $6.1M
Prudent Man Advisors, LLC 1.82% Add +17.1% 78,493 $6.1M
JFS Wealth Advisors, LLC 0.34% Add +13.0% 78,207 $6.0M
Silver Oak Advisory Group, Inc. 2.60% Reduce -4.0% 78,176 $6.0M
Ames National Corp. 3.62% Reduce -0.6% 78,170 $6.0M
Rwa Wealth Partners, LLC 0.07% Add +42.3% 77,958 $6.0M
Summit Wealth Group, LLC 1.38% Reduce -0.9% 77,956 $6.0M
Sanders Morris Harris LLC 0.97% New 77,692 $6.0M
Robertson Stephens Wealth Management, LLC 0.17% Add +56.5% 77,400 $6.0M
North Star Investment Management Corp. 0.36% Add +15.3% 76,624 $5.9M
SageView Advisory Group, LLC 0.21% Reduce -2.9% 76,082 $5.9M
Global Trust Wealth Management LLC 4.43% Add +0.0% 75,892 $5.9M
Bokf, NA 0.09% Reduce -7.1% 75,815 $5.8M
M&T Bank Corp 0.02% Reduce -40.1% 75,501 $5.8M
CIBC Bancorp USA Inc. 0.01% — 75,284 $5.8M
Greenwich Wealth Management LLC 0.24% Reduce -0.7% 75,180 $5.8M
Mitchell McLeod Pugh & Williams Inc. 0.86% Add +6.7% 75,169 $5.8M
Tandem Investment Partners LLC 4.91% Reduce -4.2% 75,148 $5.8M
Warner Financial, Inc. 1.98% Add +1.8% 75,005 $5.8M
Integrity Wealth Solutions LLC 2.26% Reduce -0.7% 74,727 $5.8M
Valpey Financial Services, LLC 3.74% Reduce -6.9% 74,574 $5.8M
Range Advisory, LLC 1.06% Add +13.9% 74,392 $5.7M
O'shaughnessy Asset Management, LLC 0.03% Add +68.2% 74,291 $5.7M
Madden Advisory Services, Inc. 2.25% Reduce -1.0% 74,180 $5.7M
Flagship Harbor Advisors, LLC 0.25% Reduce -0.5% 74,027 $5.7M
Lido Advisors, LLC 0.02% Add +12.7% 73,397 $5.7M
Good Steward Wealth Advisors,LLC 3.64% Add +0.1% 73,367 $5.7M
Mgo One Seven LLC 0.11% Add +0.1% 72,968 $5.6M
Mayport, LLC 1.04% Add +10.7% 72,722 $5.6M
Wescott Financial Advisory Group, LLC 0.49% Reduce -1.2% 72,624 $5.6M
Brookstone Capital Management 0.06% Add +2.4% 72,587 $5.6M
Azimuth Capital Investment Management LLC 0.21% Add +1.3% 72,157 $5.6M
Shepherd Financial Partners LLC 0.53% Add +15.6% 72,040 $5.6M
Genesis Private Wealth, LLC 1.74% Reduce -1.5% 71,879 $5.5M
Main Street Financial Solutions, LLC 0.40% Add +7.1% 71,869 $5.5M
Centric Wealth Management 1.11% Add +73.8% 67,312 $5.5M
TABR Capital Management, LLC 5.08% Add +202.1% 71,590 $5.5M
Orcam Financial Group 3.90% Add +1.2% 71,151 $5.5M
Financial Architects, LLC 2.89% Reduce -3.0% 71,083 $5.5M
McAlister, Sweet & Associates, Inc. 3.38% New 70,401 $5.4M
Baird Financial Group, Inc. 0.01% Add +9.8% 70,082 $5.4M
D.B. Root & Company, LLC 1.29% Add +216.8% 70,009 $5.4M
Theory Financial LLC 1.89% Reduce -6.5% 69,927 $5.4M
Wayfinding Financial, LLC 2.33% Reduce -0.7% 69,587 $5.4M
Arista Wealth Management, LLC 0.65% Reduce -1.8% 69,536 $5.4M
Scott & Selber, Inc. 1.38% Add +3.3% 69,435 $5.4M
Basecamp Wealth Advisors LLC 1.11% No change 69,284 $5.3M
Laurel Oak Wealth Management, LLC 0.90% Reduce -0.4% 69,250 $5.3M
Integrated Wealthcare, LLC 4.46% Reduce -0.2% 69,079 $5.3M
Pinnacle Associates Ltd. 0.07% Reduce -2.4% 69,005 $5.3M
Disciplined Investors, L.L.C. 3.17% Add +7.5% 68,966 $5.3M
Red Wave Investments LLC 1.58% Reduce -8.6% 68,536 $5.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.64% New 68,429 $5.3M
Insigneo Advisory Services, LLC 0.37% Add +8.4% 68,221 $5.3M
Warwick Investment Management, Inc. 0.76% Add +0.9% 67,956 $5.2M
Mission Wealth Management, LP 0.11% Add +6.5% 67,669 $5.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.72% Add +9.9% 62,736 $5.2M
AdvisorNet Financial, Inc 0.27% Add +20.0% 66,851 $5.2M
Eclectic Associates Inc. 0.68% Add +2320.7% 66,812 $5.2M
Renaissance Technologies 0.01% New 66,667 $5.1M
Financial Symmetry Inc 1.82% Add +17.7% 61,846 $5.1M
Sterling Wealth Management, Inc. 1.41% Reduce -0.7% 66,566 $5.1M
TD Capital Management LLC 0.46% Reduce -0.6% 66,562 $5.1M
Van Strum & Towne Inc. 1.49% Add +18.8% 66,149 $5.1M
CreativeOne Wealth, LLC 0.12% Add +43.3% 66,020 $5.1M
Park Avenue Securities LLC 0.04% New 65,945 $5.1M
EverSource Wealth Advisors, LLC 0.16% Add +23.6% 65,936 $5.1M
WoodTrust Financial Corp 0.65% Reduce -15.6% 65,381 $5.0M
Modera Wealth Management, LLC 0.06% Reduce -7.0% 64,372 $5.0M
TFO Wealth Partners, LLC 0.67% Add +0.0% 64,166 $4.9M
Cynosure Group, LLC 0.62% Add +0.1% 63,930 $4.9M
Stonehage Fleming Financial Services Holdings Ltd 0.18% Add +13.1% 63,800 $4.9M
Sagace Wealth Management LLC 3.33% Reduce -0.6% 63,725 $4.9M
Unconventional Investor, LLC 2.32% Add +1.9% 63,322 $4.9M
Sage Investment Advisers LLC 3.59% Add +29.8% 62,128 $4.8M
Linscomb Wealth, Inc. 0.22% Reduce -10.5% 62,747 $4.8M
Assetmark, Inc. 0.01% Reduce -9.9% 62,691 $4.8M
Serenity Investment Advisors 2.26% Add +21.6% 57,065 $4.8M
Eschler Asset Management LLP 4.78% No change 62,218 $4.8M
Central Pacific Bank - Trust Division 0.64% Reduce -24.7% 62,013 $4.8M
NBT Bank, N.A. 0.31% Reduce -0.1% 61,895 $4.8M
Ausdal Financial Partners, Inc. 0.21% Add +4.2% 61,893 $4.8M
Valeo Financial Advisors, LLC 0.11% Add +2.7% 60,941 $4.7M
Steele Capital Management, Inc. 0.19% New 60,780 $4.7M
Fiduciary Group, LLC 0.40% Reduce -1.1% 60,601 $4.7M
Hoxton Planning & Management, LLC 1.40% Add +2.2% 60,584 $4.7M
Selective Wealth Management, Inc. 1.38% Add +22.4% 57,342 $4.7M
Sovereign Investment Advisors, LLC 0.98% Add +0.1% 60,268 $4.6M
Wedbush Securities Inc. 0.14% Add +31.8% 60,164 $4.6M
Bank of New York Mellon Corp 0.00% Add +5.8% 59,807 $4.6M
Twin Focus Capital Partners, LLC 0.53% No change 59,722 $4.6M
Ruggaard & Associates LLC 1.82% New 59,701 $4.6M
Kingswood Wealth Advisors, LLC 0.22% Add +7.7% 59,657 $4.6M
Crescent Grove Advisors, LLC 0.46% Add +0.2% 59,610 $4.6M
Revolve Wealth Partners, LLC 0.60% Reduce -6.6% 59,499 $4.6M
Sigma Planning Corp 0.13% Add +65.5% 59,421 $4.6M
Magnolia Capital Advisors LLC 0.89% Reduce -8.7% 59,012 $4.6M
Global Trust Asset Management, LLC 1.74% Add +10.6% 58,911 $4.5M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Reduce -2.8% 58,801 $4.5M
United Community Bank 1.51% Add +51.1% 58,756 $4.5M
Savvy Advisors, Inc. 0.12% Add +101.0% 57,554 $4.4M
MSH Capital Advisors LLC 0.93% New 57,088 $4.4M
Empirical Finance, LLC 0.21% No change 57,025 $4.4M
Mather Group, Llc. 0.04% Add +4.7% 56,965 $4.4M
Joel Adams & Associates, Inc. 3.26% Add +1.1% 56,938 $4.4M
Proffitt & Goodson Inc. 0.68% Add +3.0% 56,781 $4.4M
DAVENPORT & Co LLC 0.02% Add +23.5% 56,697 $4.4M
Cwm, LLC 0.01% Add +27.7% 56,594 $4.4M
Perigon Wealth Management, LLC 0.08% Add +1.6% 56,147 $4.3M
Gradient Capital Advisors, LLC 1.12% Reduce -4.3% 55,891 $4.3M
Columbia Asset Management 0.81% Add +58.1% 54,846 $4.2M
SBI Securities Co., Ltd. 0.12% Add +16.3% 54,573 $4.2M
Leelyn Smith, LLC 0.59% Add +13.4% 54,184 $4.2M
Caliber Wealth Management, LLC / KS 0.45% Reduce -0.6% 53,847 $4.2M
Kovack Advisors, Inc. 0.22% Add +410.0% 53,041 $4.1M
Cascade Investment Group, Inc. 2.67% Add +8.1% 52,555 $4.1M
BridgePort Financial Solutions, LLC 1.13% Reduce -1.6% 51,878 $4.0M
Everest Private Wealth 2.00% Add +4.9% 51,303 $4.0M
Cypress Capital, LLC 1.12% Reduce -1.7% 51,024 $3.9M
Trek Financial, LLC 0.21% Add +37.1% 50,846 $3.9M
Strategic Investment Solutions, Inc. 0.94% Reduce -12.2% 50,351 $3.9M
Atlas Legacy Advisors, LLC 0.71% Add +3.4% 50,163 $3.9M
Headland Capital, LLC 1.08% Reduce -2.4% 49,885 $3.8M
Principle Wealth Partners LLC 0.22% Add +0.2% 49,666 $3.8M
Diversified Management Inc. 0.66% No change 49,665 $3.8M
Lynch & Associates 0.72% Add +15.0% 49,638 $3.8M
Prosperity Bancshares Inc 3.05% Add +6.2% 49,380 $3.8M
Smith & Howard Wealth Management, LLC 0.82% Add +2.7% 49,140 $3.8M
Walker Financial Services, Inc. 1.30% Reduce -29.1% 49,119 $3.8M
Bath Savings Trust Co 0.40% Add +6.2% 48,918 $3.8M
Washington Trust Bank 0.28% Reduce -0.4% 48,588 $3.7M
Facet Wealth, Inc. 0.06% Reduce -10.3% 47,908 $3.7M
Cushing Capital Partners, LLC 2.82% Add +3.6% 47,601 $3.7M
Regal Investment Advisors LLC 0.21% Reduce -3.1% 47,403 $3.7M
Citigroup Inc. 0.00% Add +10167.1% 46,510 $3.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.19% Add +12.8% 46,017 $3.5M
Rothschild Wealth LLC 0.32% Reduce -5.3% 45,752 $3.5M
Nikulski Financial, Inc. 0.87% Add +58.8% 45,540 $3.5M
Signal Advisors Wealth, LLC 0.24% Add +597.5% 45,521 $3.5M
Westside Investment Management, Inc. 0.53% Add +2.3% 45,156 $3.5M
Principal Securities, Inc. 0.05% Add +32.7% 44,898 $3.5M
Friday Financial 1.19% Add +0.0% 44,857 $3.5M
Nicolet Bankshares Inc. 0.13% Add +43.5% 44,582 $3.4M
Chilton Investment Co. Inc. 0.08% Add +660.4% 44,714 $3.4M
Natixis Advisors, LLC 0.00% Add +16.3% 44,672 $3.4M
Essex Financial Services, Inc. 0.19% Add +8.3% 44,647 $3.4M
Great Valley Advisor Group, Inc. 0.06% Add +4.5% 44,618 $3.4M
Wealthspire Retirement, LLC 0.21% Reduce -1.0% 44,613 $3.4M
Smith Chas P & Associates Pa Cpas 0.19% No change 44,586 $3.4M
Fifth Third Securities, Inc. 0.22% Add +0.5% 44,501 $3.4M
Good Harbor Advisors, Inc. 3.74% Reduce -1.2% 44,390 $3.4M
Diversify Wealth Management, LLC 0.06% Add +1124.0% 42,080 $3.4M
Cypress Point Wealth Management, LLC 0.74% Add +0.1% 44,326 $3.4M
CRA Financial Services, LLC 0.44% Add +52.8% 43,831 $3.4M
Accredited Investors Inc. 0.18% Add +3.0% 43,728 $3.4M
Waddell & Associates, LLC 0.19% Reduce -0.1% 43,618 $3.4M
Beacon Advisors Holdings, LLC 1.78% Reduce -1.2% 43,201 $3.3M
Brookwood Investment Group LLC 0.42% Add +16.9% 43,181 $3.3M
Old Peak Finance LLC 1.94% Reduce -3.2% 43,108 $3.3M
Thrivent Financial for Lutherans 0.01% Add +32.1% 42,991 $3.3M
Everhart Financial Group, Inc. 0.28% Add +4.3% 42,826 $3.3M
Franklin Resources Inc. 0.00% Reduce -2.1% 42,654 $3.3M
Continuum Advisory, LLC 0.31% Add +9.7% 42,440 $3.3M
Cacti Asset Management LLC 0.20% Add +96.2% 42,392 $3.3M
Gold Investment Management Ltd. 1.01% Reduce -0.4% 42,151 $3.3M
Canvas Wealth Advisors, LLC 0.54% Add +2.5% 41,381 $3.2M
Alhambra Investment Management LLC 1.47% Reduce -3.0% 41,356 $3.2M
Penney Financial, LLC 1.22% Add +0.2% 41,340 $3.2M
Raab & Moskowitz Asset Management LLC 0.71% Add +37.2% 41,204 $3.2M
Belpointe Asset Management LLC 0.12% Add +5.6% 41,134 $3.2M
Advisors Management Group Inc. 0.58% New 40,982 $3.2M
Patriot Investment Management Group, Inc. 0.20% Add +1.0% 40,776 $3.1M
LifeWealth Investments, LLC 0.94% New 40,734 $3.1M
Carroll Advisory Group, LLC 1.22% Reduce -3.8% 40,602 $3.1M
Fort Henry Capital, LLC 1.89% Add +2.3% 40,496 $3.1M
Financial Planning Hawaii, Inc. 1.84% Add +3.9% 40,358 $3.1M
Mayflower Financial Advisors, LLC 0.38% Add +30.3% 40,267 $3.1M
RBF Capital, LLC 0.15% No change 40,000 $3.1M
Vilga Financial Planning LLC 2.73% No change 39,693 $3.1M
Gibraltar Capital Management, Inc. 0.53% Add +9.8% 39,619 $3.1M
New Republic Capital, LLC 1.03% Reduce -3.8% 39,538 $3.0M
Sicart Associates LLC 0.78% No change 39,326 $3.0M
Pacific Park Financial, Inc. 1.97% Add +3.5% 39,204 $3.0M
Signature Estate & Investment Advisors LLC 0.06% Add +13.0% 39,138 $3.0M
HUB Investment Partners, LLC 0.07% Add +646.3% 39,056 $3.0M
Aberdeen Wealth Management LLC 1.37% Reduce -0.6% 38,896 $3.0M
Comprehensive Financial Management LLC 0.10% No change 38,568 $3.0M
Clark Asset Management, LLC 0.28% Add +39.2% 38,480 $3.0M
Glassman Wealth Services 0.40% Add +0.0% 38,423 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +114.8% 38,265 $3.0M
Frank, Rimerman Advisors LLC 0.19% No change 38,234 $2.9M
Kastel Capital Advisors, LLC 1.81% No change 39,010 $2.9M
Cornerstone Planning, LLC 0.66% New 38,165 $2.9M
Retirement Guys Formula LLC 1.35% Reduce -6.6% 38,140 $2.9M
Wellspring Financial Advisors, LLC 0.22% No change 2,933,385 $2.9M
Leo Wealth, LLC 0.21% Reduce -17.6% 37,725 $2.9M
Curi Capital, LLC 0.05% Reduce -2.6% 37,603 $2.9M
Culbertson A N & Co. Inc. 0.38% Add +14.2% 37,545 $2.9M
Clayton Partners LLC 2.09% Add +0.4% 37,352 $2.9M
Coldstream Capital Management Inc. 0.04% Add +25.7% 36,808 $2.8M
Commerce Bank 0.01% Add +4.5% 36,796 $2.8M
Reality Financial Planning Services, LLC 2.73% Add +5.9% 36,630 $2.8M
Banco BTG Pactual S.A. 0.55% New 36,552 $2.8M
Chicago Partners Investment Group LLC 0.06% Add +12.6% 34,059 $2.8M
Fiducient Advisors LLC 0.37% Reduce -9.0% 36,239 $2.8M
Brandywine Oak Private Wealth LLC 0.23% Reduce -5.6% 36,103 $2.8M
Upper Left Wealth Management, LLC 1.64% Add +8.8% 35,917 $2.8M
Kathmere Capital Management, LLC 0.17% Add +5.3% 35,873 $2.8M
Truepoint, Inc. 0.06% Add +2.0% 34,815 $2.7M
Twin Peaks Wealth Advisors, LLC 0.67% Add +5.8% 34,646 $2.7M
Fortis Capital Advisors, LLC 0.35% Add +9.9% 34,346 $2.6M
Confluence Wealth Services, Inc. 0.10% Add +0.2% 34,275 $2.6M
Boston Family Office LLC 0.18% Add +6.9% 34,214 $2.6M
Lanark Financial, Inc. 0.20% Reduce -0.3% 33,900 $2.6M
Graney & King, LLC 1.39% Add +0.6% 33,511 $2.6M
Retirement Planning Group, LLC 0.08% Add +5.0% 33,336 $2.6M
Brady Martz Wealth Solutions, LLC 0.44% Add +0.1% 33,229 $2.6M
OmniStar Financial Group, Inc. 1.33% Add +0.1% 33,195 $2.6M
Keybank National Association 0.01% Reduce -62.3% 33,130 $2.6M
Woodside Wealth Management LLC 1.98% Reduce -14.6% 32,813 $2.5M
Roof Eidam Maycock Peralta, LLC 0.58% Add +1.8% 32,764 $2.5M
Summit Trail Advisors, LLC 0.04% No change 32,612 $2.5M
Howard Wealth Management, LLC 1.06% Add +3.1% 32,601 $2.5M
Family Investment Center, Inc. 0.48% Reduce -0.5% 32,553 $2.5M
Medallion Wealth Advisors, LLC 0.82% Add +3.6% 32,502 $2.5M
Choreo, LLC 0.03% Add +24.0% 32,441 $2.5M
Collective Family Office LLC 0.56% Add +0.4% 32,299 $2.5M
Ofc Financial Planning, LLC 2.44% Reduce -1.0% 32,233 $2.5M
Moors & Cabot, Inc. 0.11% Add +12.5% 32,233 $2.5M
Bricktown Capital, LLC 0.49% Reduce -21.9% 32,175 $2.5M
Ares Financial Consulting, LLC 1.95% Add +7.2% 31,749 $2.5M
M Holdings Securities, Inc. 0.17% Reduce -26.6% 29,140 $2.5M
Avalon Trust Co 0.17% Reduce -3.0% 32,000 $2.5M
Trinity Wealth Management, LLC 0.90% Add +26.7% 31,886 $2.5M
Cullen/Frost Bankers, Inc. 0.03% No change 31,829 $2.5M
Bluestem Financial Advisors, LLC 0.94% Reduce -1.3% 31,668 $2.4M
S&T Bank 0.91% No change 31,517 $2.4M
First Manhattan Co. Llc. 0.01% Add +6.1% 31,483 $2.4M
Waldron Private Wealth LLC 0.09% Add +13.9% 31,347 $2.4M
Ritholtz Wealth Management 0.04% Add +19.8% 31,343 $2.4M
Olde Wealth Management, LLC 0.76% Reduce -4.7% 31,110 $2.4M
Traynor Capital Management, Inc. 0.14% Add +7.2% 32,101 $2.4M
UMB Bank, n.a. 0.03% Reduce -0.6% 30,996 $2.4M
Hills Bank & Trust Co 0.12% Add +1.5% 30,987 $2.4M
National Bank of Canada 0.00% Add +4.0% 30,957 $2.4M
Brown Brothers Harriman & Co. 0.01% Add +9.2% 30,920 $2.4M
Serenus Wealth Advisors, LLC 0.47% No change 30,873 $2.4M
Capital Investment Advisory Services, LLC 0.17% Add +3.6% 30,778 $2.4M
Human Investing LLC 0.35% Reduce -0.9% 30,745 $2.4M
Comprehensive Financial Consultants Institutional, Inc. 0.70% New 30,509 $2.4M
Nvwm, LLC 0.52% Reduce -5.0% 30,415 $2.3M
Neuberger Berman Group LLC 0.00% Add +31.9% 30,299 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +0.2% 30,294 $2.3M
SilverOak Wealth Management LLC 0.37% Add +0.6% 30,252 $2.3M
Everstar Asset Management, LLC 1.24% Add +3.1% 30,167 $2.3M
Avalon Advisory Group 0.94% Reduce -0.3% 30,123 $2.3M
Fisher Asset Management 0.00% Add +25.4% 30,096 $2.3M
Consultiva Wealth Management, Corp. 6.71% Reduce -3.9% 29,997 $2.3M
Cornerstone Advisors Asset Management, LLC 0.36% Reduce -5.7% 29,908 $2.3M
Portside Wealth Group, LLC 0.31% Reduce -40.0% 29,897 $2.3M
&partners 0.01% Reduce -2.4% 30,219 $2.3M
Plancorp, LLC 0.07% Add +7.0% 28,337 $2.3M
Regions Financial Corp. 0.01% Add +2.2% 29,657 $2.3M
Bernicke Wealth Management, Ltd. 0.30% Add +0.1% 29,628 $2.3M
Wealthcare Advisory Partners LLC 0.04% Add +32.8% 29,468 $2.3M
Asset Advisory Group, Inc. 1.14% Add +2.8% 29,417 $2.3M
Prospera Financial Services Inc 0.04% Add +40.4% 29,286 $2.3M
Inkwell Capital LLC 2.30% Reduce -0.5% 29,230 $2.3M
Unify Financial Advisors 2.33% Add +3.0% 29,013 $2.2M
Alta Wealth Advisors LLC 0.73% No change 28,986 $2.2M
Cary Street Partners Financial LLC 0.06% Add +129.7% 28,886 $2.2M
Essex LLC 0.39% Add +10.4% 28,884 $2.2M
Concurrent Investment Advisors, LLC 0.02% Add +47.9% 28,816 $2.2M
JMG Financial Group, Ltd. 0.06% Add +241.2% 28,619 $2.2M
FCG Investment Co 0.97% — 28,595 $2.2M
Sendero Wealth Management, LLC 0.24% Add +0.1% 28,092 $2.2M
Hyposwiss Advisors SA 2.13% Add +0.1% 27,956 $2.2M
Pallas Capital Advisors LLC 0.08% New 27,946 $2.2M
Meridian Investment Counsel Inc. 0.51% Add +15.2% 27,902 $2.2M
Milestone Investment Advisors LLC 0.52% Add +62.5% 27,879 $2.1M
Strathmore Capital Advisors, Inc. 0.61% Add +13.3% 26,043 $2.1M
SwitchPoint Financial Planning, LLC 1.45% Add +0.9% 27,827 $2.1M
Hardin Capital Partners, LLC 0.99% Add +6.2% 27,709 $2.1M
Coordinated Financial Services, Inc. 1.24% Add +4.5% 27,627 $2.1M
Old Mission Capital LLC 0.05% Reduce -82.3% 27,605 $2.1M
Armstrong Advisory Group, Inc. 0.14% Add +31.5% 27,432 $2.1M
GWN Securities Inc. 0.40% Add +15.4% 27,403 $2.1M
CBIZ Investment Advisory Services, LLC 0.08% Add +1470.3% 27,307 $2.1M
West Financial Advisors, LLC 0.36% Reduce -7.2% 27,171 $2.1M
Troutman Wealth Management, LLC 1.73% Reduce -0.9% 26,832 $2.1M
KFA Private Wealth Group, LLC 0.50% Reduce -2.8% 26,819 $2.1M
Private Trust Co. NA 0.18% Add +1.6% 26,787 $2.1M
Titleist Asset Management, LLC 0.16% Add +117.5% 26,745 $2.1M
Advisor OS, LLC 0.15% New 26,633 $2.1M
Flagstar Securities, Inc. 0.74% Reduce -11.8% 26,561 $2.0M
Financial Engines Advisors L.L.C. 0.00% Reduce -16.6% 26,523 $2.0M
Westfuller Advisors, LLC 0.88% Add +2.7% 26,425 $2.0M
Successful Portfolios LLC 1.11% Reduce -0.3% 26,359 $2.0M
Wingate Wealth Advisors, Inc. 1.08% No change 26,106 $2.0M
Affiance Financial, LLC 0.33% No change 26,086 $2.0M
Empower Advisory Group, LLC 0.01% Add +11.6% 25,933 $2.0M
Family Wealth Partners, LLC 0.68% Reduce -1.6% 25,879 $2.0M
Cyndeo Wealth Partners, LLC 0.10% Add +40.3% 25,805 $2.0M
Ballentine Partners, LLC 0.03% Add +116.8% 25,804 $2.0M
LRI Investments, LLC 0.18% Add +23.6% 25,755 $2.0M
DSG Capital Advisors, LLC 0.32% No change 25,725 $2.0M
Strategic Financial Services, Inc. 0.09% No change 25,725 $2.0M
Retirement Investment Advisors, Inc. 0.16% Add +0.2% 26,243 $2.0M
Hollencrest Capital Management 0.07% Add +1.4% 25,674 $2.0M
Legacy Bridge, LLC 0.75% Add +0.1% 25,384 $2.0M
Lynch Asset Management, Inc. 0.65% No change 25,150 $1.9M
OLIO Financial Planning 0.54% Add +10.0% 25,118 $1.9M
Creekside Partners 0.79% Add +15.1% 24,974 $1.9M
Baldwin Investment Management, LLC 0.22% Reduce -3.2% 24,913 $1.9M
Elevation Point Wealth Partners, LLC 0.05% Add +426.5% 24,905 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -16.0% 24,855 $1.9M
North Star Asset Management Inc. 0.08% Add +74.7% 24,844 $1.9M
Integrity Alliance, Llc. 0.07% Add +43.8% 24,585 $1.9M
Ashton Thomas Private Wealth, LLC 0.04% Add +14.7% 24,224 $1.9M
Investment Advisory Group, LLC 0.47% Add +4.3% 24,152 $1.9M
Chicago Capital, LLC 0.05% No change 23,916 $1.8M
Bradley & Co. Private Wealth Management, LLC 0.97% Add +12.2% 23,843 $1.8M
Avidian Wealth Enterprises, LLC 0.06% Add +49.2% 23,753 $1.8M
Stratos Wealth Advisors, LLC 0.11% Reduce -84.8% 23,538 $1.8M
NorthCrest Asset Manangement, LLC 0.06% Reduce -37.7% 23,357 $1.8M
Apollon Financial, LLC 0.25% Add +1.5% 23,352 $1.8M
IHT Wealth Management, LLC 0.04% Add +8.6% 23,265 $1.8M
Alliance Wealth Advisors, LLC 0.39% Reduce -54.2% 23,165 $1.8M
TRUE Private Wealth Advisors 0.17% Add +241.2% 22,996 $1.8M
Wesbanco Bank Inc. 0.05% Add +3.3% 22,955 $1.8M
Cogent Strategic Wealth LLC 1.82% Reduce -2.3% 22,924 $1.8M
Cannon Financial Strategists, Inc. 0.23% Add +3.8% 22,854 $1.8M
Apollon Wealth Management, LLC 0.03% Add +83.8% 22,724 $1.8M
Compound Planning, Inc. 0.05% Add +81.5% 22,720 $1.8M
Atlas Capital Advisors Inc. 0.20% Add +0.8% 22,701 $1.8M
Calder Financial LLC 1.73% Add +1.0% 22,388 $1.7M
Adkins Seale Capital Management LLC 1.72% No change 22,586 $1.7M
M3 Advisory Group, LLC 1.07% Add +14.5% 22,573 $1.7M
FSA Investment Group, LLC 0.69% Add +0.0% 22,355 $1.7M
Sapient Capital LLC 0.03% Add +12.5% 22,337 $1.7M
GTS Securities LLC 0.06% Add +217.3% 22,320 $1.7M
Absolute Capital Management, LLC 0.57% Add +2.5% 22,301 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -8.5% 22,097 $1.7M
Fiduciary Trust Co 0.02% Add +18.7% 22,084 $1.7M
Arlington Trust Co LLC 0.15% No change 21,998 $1.7M
Meridian Wealth Management, LLC 0.06% Add +0.4% 21,941 $1.7M
Certior Financial Group, LLC 1.08% Reduce -38.8% 21,903 $1.7M
Pitti Group Wealth Management, LLC 1.37% Add +8.9% 21,863 $1.7M
BCS Wealth Management 0.34% Reduce -50.2% 21,853 $1.7M
North Capital, Inc. 1.41% Add +0.1% 21,509 $1.7M
Pension & Wealth Management Advisors, Inc. 0.49% Reduce -2.7% 21,489 $1.7M
NorthRock Partners, LLC 0.03% Reduce -21.8% 21,472 $1.7M
Steffes Financial, Ltd. 0.87% Add +215.5% 21,448 $1.7M
Cambridge Advisors Inc. 0.32% Add +0.8% 21,438 $1.7M
Davis R M Inc. 0.03% Add +0.9% 21,412 $1.7M
Nixon Peabody Trust Co. 0.13% Add +8.8% 21,383 $1.6M
IRON Financial LLC 0.72% Reduce -0.1% 21,271 $1.6M
SCS Capital Management LLC 0.02% Reduce -5.7% 21,257 $1.6M
CWA Asset Management Group, LLC 0.06% Add +76.7% 21,254 $1.6M
Flywheel Private Wealth LLC 0.93% Add +4.9% 21,139 $1.6M
Bessemer Group Inc. 0.00% Add +184.5% 21,053 $1.6M
Flower City Capital 0.81% Add +139.9% 21,037 $1.6M
Premier Path Wealth Partners, LLC 0.21% Add +445.3% 20,943 $1.6M
HBW Advisory Services LLC 0.17% Add +29.0% 20,913 $1.6M
Citizens Financial Group Inc. 0.02% Add +33.3% 20,849 $1.6M
Western Wealth Management, LLC 0.06% Add +56.0% 20,845 $1.6M
VestGen Advisors, LLC 0.04% Add +225.3% 18,931 $1.6M
Seed Wealth Management, Inc. 1.09% Reduce -2.9% 20,639 $1.6M
Foundations Investment Advisors, LLC 0.02% Add +24.8% 20,566 $1.6M
ATLas Financial Planning LLC 1.41% No change 20,414 $1.6M
United Financial Planning Group LLC 0.93% Reduce -24.8% 20,402 $1.6M
Hudock, Inc. 0.23% Add +17.0% 20,371 $1.6M
Safe Harbor Fiduciary, LLC 1.49% Add +3.8% 20,337 $1.6M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -0.9% 20,288 $1.6M
Bridgewater Advisors Inc. 0.09% Add +0.6% 18,362 $1.6M
Blue Trust, Inc. 0.02% Add +6.5% 20,258 $1.6M
Fiduciary Financial Group, LLC 0.21% Add +13.3% 20,203 $1.6M
Meridian Wealth Partners, LLC 0.21% Add +1.9% 20,191 $1.6M
Christine Messmer PC 1.00% Add +53.0% 20,185 $1.6M
SouthState Bank Corp 0.07% No change 20,034 $1.5M
United Bank 0.20% No change 20,000 $1.5M
DeDora Capital, Inc. 0.38% No change 19,930 $1.5M
Fonville Wealth Management LLC 0.29% Reduce -1.8% 19,927 $1.5M
Cora Capital Advisors LLC 0.51% Add +12.4% 19,925 $1.5M
Bleakley Financial Group, LLC 0.02% Reduce -0.9% 19,760 $1.5M
WealthPlan Investment Management, LLC 0.08% Add +324.6% 19,722 $1.5M
Novem Group 0.17% Add +0.6% 19,710 $1.5M
Verdence Capital Advisors LLC 0.09% Add +13.1% 19,694 $1.5M
Quadrant Private Wealth Management, LLC 0.23% Add +48.8% 19,505 $1.5M
Calamos Wealth Management LLC 0.05% Add +2.3% 19,470 $1.5M
Calamos Advisors LLC 0.01% New 19,470 $1.5M
Gridiron Partners, LLC 0.92% No change 19,427 $1.5M
Almanack Investment Partners, LLC. 0.25% Reduce -10.1% 19,342 $1.5M
BLB&B Advisors, LLC 0.06% Add +7.2% 19,278 $1.5M
Forum Financial Management, LP 0.02% Reduce -11.1% 19,112 $1.5M
DecisionPoint Financial, LLC 0.32% Reduce -0.1% 19,053 $1.5M
Smithfield Trust Co 0.06% Reduce -3.6% 18,958 $1.5M
Kintra Wealth, LLC 0.10% New 18,908 $1.5M
NorthLanding Financial Partners, LLC 1.17% Add +0.1% 18,797 $1.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +25.7% 18,731 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -8.3% 18,557 $1.4M
Partners in Financial Planning 0.24% Add +0.1% 18,531 $1.4M
Ellis Investment Partners, LLC 0.24% Add +12.9% 18,252 $1.4M
WCG Wealth Advisors LLC 0.04% Add +19.1% 18,172 $1.4M
Strategies Wealth Advisors, LLC 0.14% Reduce -3.4% 18,151 $1.4M
DiPaolo Financial Group, Inc. 1.01% Add +49.5% 18,048 $1.4M
VERITY Wealth Advisors 0.93% Add +58.2% 18,045 $1.4M
Wiser Wealth Management, Inc 0.30% Reduce -8.7% 18,042 $1.4M
Blankinship & Foster, LLC 0.31% Add +0.0% 18,010 $1.4M
Purpose Unlimited Inc. 0.06% New 18,000 $1.4M
Verity Asset Management, Inc. 0.58% Reduce -63.6% 17,955 $1.4M
First Community Trust NA 1.02% Reduce -5.0% 17,884 $1.4M
Capital City Trust Co. 0.32% Add +1.4% 17,883 $1.4M
Whittier Trust Co. 0.02% Add +3.0% 17,660 $1.4M
Elm Partners Management LLC 0.06% Reduce -0.0% 18,388 $1.4M
Sittner & Nelson, LLC 0.50% Add +17.7% 17,784 $1.4M
Smartleaf Asset Management LLC 0.05% Add +17.8% 18,265 $1.4M
Tortoise Investment Management, LLC 0.11% Reduce -1.6% 17,548 $1.4M
Werba Rubin Papier Wealth Management 0.19% Add +7.9% 17,454 $1.3M
HighPoint Advisor Group LLC 0.06% Reduce -3.1% 17,448 $1.3M
DT Investment Partners, LLC 0.11% Reduce -2.9% 17,422 $1.3M
Donalies Financial Planning, LLC 1.14% Reduce -1.6% 17,391 $1.3M
Exit Wealth Advisors, LLC. 0.69% Add +31.6% 17,317 $1.3M
Weik Capital Management 0.53% Add +3.0% 17,300 $1.3M
True Vision MN LLC 0.69% Reduce -8.2% 17,262 $1.3M
Entrust Financial LLC 0.93% Add +0.7% 17,199 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Add +0.3% 17,195 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.07% Add +289.3% 17,040 $1.3M
Innovative Asset Advisors Group, LLC 0.76% — 17,007 $1.3M
Lummis Asset Management, LP 0.78% Add +12.1% 16,908 $1.3M
Nations Financial Group Inc, /Ia/ 0.07% Add +14.1% 16,667 $1.3M
Raffa Wealth Management, LLC 0.20% Reduce -0.9% 16,645 $1.3M
Hall Laurie J Trustee 0.45% No change 16,629 $1.3M
Roehl & Yi Investment Advisors, LLC 0.48% Add +10.4% 24,963 $1.3M
Earned Wealth Advisors, LLC 0.09% Reduce -6.7% 16,573 $1.3M
Parsons Capital Management Inc. 0.06% Add +178.5% 16,503 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +103.1% 16,390 $1.3M
Berger Financial Group, Inc 0.07% Add +14.9% 16,384 $1.3M
Bedel Financial Consulting, Inc. 0.15% Add +0.1% 16,375 $1.3M
Bravera Wealth 0.57% Add +38.2% 16,325 $1.3M
Kaydan Wealth Management, Inc. 0.42% Add +7.9% 16,260 $1.3M
WMG Financial Advisors, LLC 0.52% Reduce -12.9% 16,208 $1.2M
Red Door Wealth Management, LLC 0.13% Add +0.2% 16,192 $1.2M
Ascent Group, LLC 0.04% Reduce -0.4% 16,173 $1.2M
Carter Financial, LLC 1.08% No change 16,169 $1.2M
Trueblood Wealth Management, LLC 0.49% Reduce -3.2% 16,143 $1.2M
Retirement Financial Solutions, LLC 0.36% Add +0.1% 16,125 $1.2M
Thoroughbred Financial Services, LLC 0.07% Reduce -0.2% 16,104 $1.2M
Financial Connections Group, Inc. 0.43% Reduce -15.7% 15,993 $1.2M
KCM Investment Advisors LLC 0.04% Add +99.3% 15,956 $1.2M
Endeavor Private Wealth, Inc. 0.35% Reduce -6.7% 15,847 $1.2M
Mission Creek Capital Partners, Inc. 0.24% Add +19.3% 15,821 $1.2M
Pinnacle Financial Group, LLC / IL 0.33% Reduce -3.1% 15,785 $1.2M
Independent Family Office, LLC 0.50% No change 15,774 $1.2M
Bison Wealth, LLC 0.12% Add +68.1% 14,259 $1.2M
Cura Wealth Advisors, LLC 0.54% Add +99.4% 15,659 $1.2M
O'ROURKE & COMPANY, Inc 0.48% Add +12.2% 15,636 $1.2M
Tilson Financial Group, Inc. 0.36% Reduce -0.3% 15,583 $1.2M
Duncan Williams Asset Management, LLC 0.33% Reduce -20.7% 15,513 $1.2M
Rothschild Investment LLC 0.06% Reduce -0.7% 15,470 $1.2M
Panoramic Investment Advisors, LLC 0.64% Reduce -0.1% 15,429 $1.2M
Nabity-Jensen Investment Management Inc 0.82% Add +0.5% 15,313 $1.2M
Vista Investment Partners Ii, LLC 0.53% Add +15.6% 15,238 $1.2M
Cardinal Point Capital Management ULC 0.07% New 15,168 $1.2M
Empowered Funds, LLC 0.01% New 15,160 $1.2M
Sunpointe, LLC 0.38% Add +71.7% 15,149 $1.2M
ProVise Management Group, LLC 0.08% No change 14,980 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.1% 14,954 $1.2M
Macroview Investment Management LLC 0.80% Add +0.1% 14,942 $1.2M
Bryant Woods Investment Advisors, LLC 0.42% Add +0.8% 14,937 $1.2M
Auxano Advisors, LLC 0.23% Add +0.1% 14,934 $1.2M
IMC-Chicago, LLC 0.02% New 14,879 $1.1M
Roberts Glore & Co. Inc. 0.32% Add +1.9% 14,866 $1.1M
Capital Wealth Alliance, LLC 0.52% Add +0.1% 14,780 $1.1M
Investment Research & Advisory Group, Inc. 0.40% Reduce -1.1% 14,705 $1.1M
Intrua Financial, LLC 0.12% Add +81.6% 14,692 $1.1M
SC&H Financial Advisors, Inc. 0.17% Reduce -5.6% 14,687 $1.1M
SKY-Mountain Capital Management, Inc. 0.81% Reduce -2.0% 14,683 $1.1M
Aufman Associates Inc 0.56% Add +0.1% 14,674 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.6% 14,630 $1.1M
Keystone Financial Group 0.08% Add +7.8% 14,625 $1.1M
Etesian Wealth Advisors, Inc. 0.36% No change 14,605 $1.1M
Tred Avon Family Wealth, LLC 0.37% Add +14.3% 14,590 $1.1M
Intrinsic Value Partners, LLC 0.86% Add +0.3% 14,467 $1.1M
Rooted Wealth Advisors, Inc. 0.29% Add +19.9% 13,355 $1.1M
Cambria Investment Management, L.P. 0.06% Reduce -9.0% 14,415 $1.1M
Regatta Capital Group, LLC 0.17% Add +25.6% 14,404 $1.1M
Hurley Capital, LLC 0.59% Add +1.0% 14,348 $1.1M
Old North State Wealth Management, LLC 0.51% Add +0.4% 14,314 $1.1M
Magnolia Private Wealth, LLC 0.74% No change 14,317 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -18.5% 14,276 $1.1M
StoneX Group Inc. 0.06% Reduce -15.8% 14,267 $1.1M
Procyon Advisors, LLC 0.05% Add +7.0% 14,266 $1.1M
VestGen Investment Management 0.61% Reduce -4.6% 14,244 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +258.4% 14,222 $1.1M
Maseco LLP 0.03% Add +13.8% 14,167 $1.1M
Innova Wealth Partners 0.52% Add +294.7% 14,129 $1.1M
Lebenthal Global Advisors, LLC 0.16% Add +1.6% 14,099 $1.1M
HRC Wealth Management, LLC 0.51% Reduce -2.7% 14,047 $1.1M
PFG Investments, LLC 0.05% Add +35.1% 14,009 $1.1M
Seamount Financial Group Inc. 0.48% Add +28.6% 13,871 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -1.3% 13,861 $1.1M
Harbor Investment Advisory, LLC 0.08% Add +38.2% 13,810 $1.1M
CNB Bank 0.45% Add +441.8% 13,778 $1.1M
Farnam Financial LLC 0.87% Add +1.9% 13,731 $1.1M
Mutual Advisors, LLC 0.02% Add +0.1% 13,728 $1.1M
Certified Advisory Corp 0.09% Add +12.6% 13,567 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.23% No change 13,551 $1.0M
Ervin Investment Management, LLC 0.61% No change 13,539 $1.0M
Koshinski Asset Management, Inc. 0.07% Add +0.0% 13,518 $1.0M
GMO 0.00% New 13,456 $1.0M
Flputnam Investment Management Co. 0.02% Reduce -49.6% 13,444 $1.0M
Stonekeep Investments, LLC 0.67% No change 13,428 $1.0M
Peoples Financial Services Corp. 0.49% Add +1.4% 13,413 $1.0M
Fulton Bank, N.A. 0.04% Reduce -0.3% 13,408 $1.0M
Tolleson Wealth Management, Inc. 0.15% Reduce -3.4% 13,365 $1.0M
Clear Creek Financial Management, LLC 0.08% Add +27.2% 13,335 $1.0M
Welch Group, LLC 0.04% No change 13,239 $1.0M
Valley Financial Group, Inc. 0.55% Add +12.3% 13,212 $1.0M
Diversified Portfolios, Inc. 0.08% Reduce -9.3% 13,066 $1.0M
Cambridge Financial Group, LLC 0.34% Reduce -13.9% 13,012 $1.0M
High Net Worth Advisory Group LLC 0.23% Add +10.9% 13,009 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -24.5% 12,959 $999K
Sax Wealth Advisors, LLC 0.05% No change 13,199 $996K
Federation des caisses Desjardins du Quebec 0.00% Add +21.6% 12,923 $996K
Silver Grove Financial Group, Inc. 0.79% Add +22.1% 12,793 $986K
Glass Jacobson Investment Advisors llc 0.34% Reduce -0.7% 12,766 $984K
Arkos Global Advisors 0.12% Reduce -5.7% 12,641 $975K
Wealth Architects, LLC 0.09% No change 12,626 $974K
Krilogy Financial LLC 0.03% Add +33.5% 11,781 $973K
Continental Investors Services, Inc. 0.92% Reduce -52.0% 11,410 $972K
Icon Wealth Advisors, LLC 0.06% Add +0.1% 11,962 $972K
Aurdan Capital Management, LLC 0.29% No change 12,498 $964K
Capital Investment Advisors, LLC 0.01% Add +11.2% 12,486 $963K
Key Capital Management, INC 0.63% Add +6737.9% 12,445 $960K
Melfa Wealth Management, Inc. 0.55% Reduce -0.2% 12,435 $959K
Great Hill Capital LLC 0.60% Add +74.8% 12,416 $957K
Morton Brown Family Wealth, LLC 0.25% Reduce -1.2% 12,385 $955K
Certuity, LLC 0.06% Reduce -2.8% 12,382 $955K
LPWM LLC 0.24% Add +9.0% 12,365 $953K
Rossmore Private Capital 0.08% Add +131.2% 12,335 $951K
Wealth Group Ltd 0.22% Reduce -1.1% 12,307 $948K
Drucker Wealth 3.0, LLC 0.17% Add +7.3% 12,283 $947K
Northern Lights Advisors, Inc. 0.64% No change 12,282 $947K
Bayban 0.82% Reduce -14.1% 12,181 $939K
Pathway Financial Advisers, LLC 0.27% New 12,162 $938K
McAdam, LLC 0.04% Add +1.3% 12,103 $933K
Anchor Investment Management, LLC 0.08% Add +11.1% 12,098 $933K
LMCG Investments, LLC 0.06% Add +44.2% 12,002 $925K
Chesley Taft & Associates LLC 0.04% Add +4.7% 11,995 $925K
B. Riley Wealth Advisors, Inc. 0.06% Add +0.7% 12,312 $919K
Meredith Wealth Planning 0.25% Reduce -0.2% 11,892 $917K
Midwest Trust Co 0.01% Add +13.1% 11,847 $914K
Accretive Wealth Partners, LLC 0.26% Add +89.3% 11,802 $910K
Sanchez Gaunt Capital Management, LLC 0.57% — 11,783 $909K
Agf Management Ltd. 0.00% No change 11,730 $905K
RKL Wealth Management LLC 0.08% Reduce -8.5% 11,696 $902K
Stratos Investment Management, LLC 0.04% Add +6.0% 11,669 $900K
Causey Wealth LLC 0.38% Add +12.7% 11,635 $897K
Traphagen Investment Advisors LLC 0.07% Add +0.1% 11,623 $896K
Kiley Juergens Wealth Management, LLC 0.16% Add +1.4% 11,622 $896K
Brooks, Moore & Associates, Inc. 0.45% Add +1.4% 11,579 $893K
Cassaday & Co Wealth Management LLC 0.02% Add +102.9% 11,564 $892K
Capital Group Private Client Services, Inc. 0.01% Reduce -22.7% 11,523 $889K
SJS Investment Consulting Inc. 0.11% Reduce -4.2% 11,500 $887K
Geometric Wealth Advisors 0.11% Add +32.4% 11,483 $885K
FC Advisory LLC 0.26% Reduce -9.0% 11,433 $882K
Tennessee Valley Asset Management Partners 0.12% Add +3.8% 11,372 $877K
Ascension Capital Advisors, Inc. 0.28% New 11,341 $875K
Ankerstar Wealth, LLC 0.92% Reduce -17.4% 11,326 $873K
Palisade Asset Management, LLC 0.09% Add +0.0% 11,262 $868K
Traveka Wealth, LLC 0.33% Reduce -0.8% 11,259 $868K
Creative Financial Designs Inc. 0.05% Add +62.2% 11,233 $866K
Gradient Investments LLC 0.01% Reduce -2.8% 11,229 $866K
Providence First Trust Co 0.30% Reduce -1.6% 11,214 $865K
Tradition Wealth Management, LLC 0.06% Add +3.2% 11,160 $861K
Amicus Financial Advisors, LLC 0.24% Add +0.8% 11,200 $860K
Kingsview Wealth Management, LLC 0.01% Add +5.7% 11,156 $860K
CFS Investment Advisory Services, LLC 0.06% Add +2.2% 10,256 $859K
Peak Retirement Planning, Inc. 0.17% Add +6.6% 11,136 $859K
Strategic Financial Concepts, LLC 0.21% New 11,142 $857K
Everpar Advisors LLC 0.29% New 11,079 $854K
Lionsbridge Wealth Management LLC 0.86% Reduce -48.7% 11,051 $852K
Onyx Bridge Wealth Group LLC 0.09% Add +0.6% 11,007 $849K
Vawter Financial, Ltd. 0.36% Add +4.1% 10,950 $844K
J.M. Arbour, LLC 0.81% Reduce -1.0% 10,914 $842K
Jupiter Wealth Management LLC 0.33% No change 9,865 $839K
Aspire Private Capital, LLC 0.19% Reduce -2.4% 10,877 $839K
Daviman Financial, LLC 0.50% No change 10,861 $837K
Transcend Capital Advisors, LLC 0.07% Add +62.5% 10,843 $836K
Semitam Bonam LLC 0.68% Add +0.0% 10,814 $834K
Summit Wealth Group LLC / Co. 0.09% Add +45.9% 10,736 $828K
Sheets Smith Wealth Management 0.09% New 10,730 $827K
Altfest L J & Co. Inc. 0.09% Add +6.3% 10,700 $825K
Quent Capital, LLC 0.06% Reduce -0.2% 10,677 $823K
Sloy Dahl & Holst, LLC 0.11% Add +6.8% 10,584 $816K
Silver Coast Investments LLC 0.26% New 10,570 $815K
Carson Advisory Inc. 0.42% Reduce -0.9% 10,502 $810K
Oak Family Advisors, LLC 0.25% Reduce -38.7% 10,502 $810K
Carl P. Sherr & Co., LLC 0.38% No change 10,500 $810K
Eastern Bank 0.01% No change 10,500 $810K
Ancora Advisors LLC 0.02% Add +11.0% 10,494 $809K
Becker Capital Management Inc. 0.02% Add +88.8% 10,493 $809K
Florida Trust Wealth Management Co 0.02% New 10,480 $808K
CVFG LLC 0.10% Add +0.4% 10,464 $807K
Tobias Financial Advisors, Inc. 0.11% Reduce -1.4% 10,454 $806K
Pasadena Private Wealth, LLC 0.11% Reduce -3.4% 10,377 $800K
Vermillion Wealth Management, Inc. 0.32% Add +1.0% 10,364 $799K
Sonoma Allocations LLC 0.28% Add +137.8% 10,261 $799K
NTV Asset Management LLC 0.09% Add +0.6% 10,344 $798K
Gerber, LLC 0.45% Add +0.0% 10,294 $794K
Burton Enright Welch 0.11% Add +0.5% 10,282 $793K
Cahill Financial Advisors Inc. 0.09% Add +0.1% 10,280 $793K
Ridgecrest Wealth Partners, LLC 0.44% Add +136.6% 10,275 $792K
Pettyjohn, Wood & White, Inc. 0.13% Add +1.3% 10,255 $791K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -0.7% 10,241 $790K
Falcon Wealth Planning 0.05% Reduce -0.2% 10,216 $788K
Essential Planning, LLC. 0.25% Reduce -9.5% 10,146 $783K
One Day In July LLC 0.06% Add +6.4% 10,146 $782K
Soltis Investment Advisors LLC 0.05% Add +61.0% 9,998 $771K
Wilmington Savings Fund Society, FSB 0.02% No change 9,978 $769K
Birchcreek Wealth Management, LLC 0.37% Add +0.4% 9,970 $769K
Grey Fox Wealth Advisors, LLC 0.15% Add +172.6% 9,905 $764K
Sovereign Financial Group, Inc. 0.13% Add +25.6% 9,884 $762K
Millstone Evans Group, LLC 0.46% Add +72.3% 9,872 $761K
Capital Asset Managemnet, LLC 0.85% Add +0.1% 9,844 $759K
HF Advisory Group, LLC 0.26% Add +29.0% 9,821 $757K
Riversedge Advisors, LLC 0.12% No change 9,816 $757K
Gryphon Financial Partners LLC 0.08% No change 9,784 $754K
Beacon Bridge Wealth Partners, LLC 0.25% Reduce -12.5% 9,779 $754K
Klingman & Associates, LLC 0.04% Reduce -2.1% 9,728 $750K
McIlrath & Eck, LLC 0.06% No change 9,726 $750K
Hantz Financial Services, Inc. 0.01% Add +7.5% 9,712 $749K
Aspiriant, LLC 0.02% Add +7.6% 9,690 $747K
PDS Planning, Inc 0.05% Add +32.3% 9,544 $736K
Destination Wealth Management 0.02% Reduce -4.3% 9,542 $736K
Freedom Investment Management, Inc. 0.22% Reduce -17.3% 9,536 $735K
Ewa, LLC 0.17% Add +5.5% 9,487 $732K
Independence Bank of Kentucky 0.09% Add +18.1% 9,484 $731K
Snowden Capital Advisors LLC 0.02% Add +35.2% 9,481 $731K
Strategic Financial Partners, Ltd. 0.31% Reduce -1.7% 9,441 $728K
Gladstone Institutional Advisory LLC 0.03% Add +80.3% 9,409 $726K
Florida Financial Advisors, LLC 0.17% New 9,390 $724K
Asset Management Group, Inc. 0.12% Add +0.1% 9,385 $724K
Wellington-Altus USA Inc. 0.43% Add +90.1% 8,450 $722K
Wallace Advisory Group, LLC 0.77% Reduce -41.4% 9,364 $722K
Novak & Powell Financial Services, Inc. 0.39% Add +0.0% 9,351 $721K
Laurel Wealth Planning LLC 0.38% Reduce -1.7% 9,280 $716K
Stephens Inc. 0.01% Reduce -28.4% 9,274 $715K
Ballast Rock Private Wealth LLC 0.40% Add +37.2% 9,268 $715K
Larson Financial Group LLC 0.02% Add +9.2% 9,257 $714K
Secured Retirement Advisors, LLC 0.40% Reduce -11.4% 9,211 $710K
HBK Sorce Advisory LLC 0.01% Add +16.0% 8,303 $709K
Allegheny Financial Group 0.10% Add +14.0% 9,189 $709K
FWG Investments, LLC. 0.45% Add +111.8% 9,189 $709K
Second Line Capital, LLC 0.13% Add +0.3% 8,525 $708K
Davis Investment Partners, LLC 0.25% Add +19.8% 9,168 $707K
Verum Partners LLC 0.13% Add +163.6% 9,131 $704K
Goldstein Advisors, LLC 0.08% Reduce -0.0% 9,111 $703K
Freestone Capital Holdings, LLC 0.02% Add +23.0% 9,045 $697K
Athena Investment Management 0.36% Add +14.1% 9,018 $695K
Pure Financial Advisors, LLC 0.01% Reduce -7.7% 8,998 $694K
Advisortrust Partners, LLC 0.29% New 8,976 $692K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -6.0% 8,826 $681K
RAM Investment Partners, LLC 0.12% No change 8,767 $676K
180 Wealth Advisors, LLC 0.08% Add +12.6% 8,750 $675K
Oak Wealth Advisors LLC 0.37% Reduce -2.7% 8,745 $674K
Hardworking Capital Advisors, LLC 0.63% No change 8,723 $673K
Caldwell Trust Co 0.06% Add +166.3% 8,670 $669K
Permanent Capital Management, LP 0.10% New 8,012 $665K
Ullmann Wealth Partners Group, LLC 0.07% No change 8,625 $665K
Quantum Financial Planning Services, Inc. 0.24% Add +0.8% 8,611 $664K
Brown, Lisle/Cummings, Inc. 0.17% Add +0.0% 8,596 $663K
49 Wealth Management, LLC 0.05% Reduce -0.1% 8,584 $662K
Johnson Financial Group, Inc. 0.02% Reduce -10.7% 8,581 $662K
Lane Brothers & Co. Inc. 0.48% No change 8,568 $661K
First Bank & Trust 0.11% No change 8,567 $661K
Marquette Associates, Inc. 0.72% No change 8,539 $658K
Evolution Advisers, Inc. 0.28% Reduce -4.0% 8,524 $657K
Boyd Wealth Management, LLC 0.28% No change 8,476 $654K
Jackson, Grant Investment Advisers, Inc. 0.22% Add +1447.0% 8,431 $650K
Williams Jones Wealth Management, LLC. 0.01% Add +103.5% 8,419 $649K
EdgeRock Capital LLC 0.17% Reduce -23.4% 8,373 $646K
SeaCrest Wealth Management, LLC 0.07% Add +32.8% 8,355 $644K
Russell Investments Group, Ltd. 0.00% Add +9.5% 8,332 $642K
HTG Investment Advisors, Inc. 0.18% Add +126.1% 8,293 $639K
Norden Group LLC 0.06% Reduce -55.5% 8,237 $635K
Elmwood Wealth Management, Inc. 0.18% Add +0.5% 8,215 $633K
Impact Capital Partners LLC 0.19% Add +11.4% 8,180 $631K
Paladin Advisory Group, LLC 0.48% Reduce -1.2% 8,176 $630K
PW Nova Financial Services LLC 0.17% New 8,152 $629K
Columbus Macro, LLC 0.07% No change 8,149 $628K
Burney Co./ 0.02% Add +106.7% 8,137 $627K
Heartwood Wealth Advisors LLC 0.05% Add +0.0% 8,134 $627K
Integris Wealth Management, LLC 0.14% No change 8,119 $626K
Financial Advisors Network, Inc. 0.09% Reduce -70.8% 8,112 $626K
Nicholas Wealth, LLC. 0.43% Add +104.5% 8,112 $625K
Proactive Wealth Strategies LLC 0.12% Add +77.7% 8,102 $625K
Kera Capital Partners, Inc. 0.08% No change 8,075 $623K
Atlantic Union Bankshares Corp 0.01% Add +6.5% 8,074 $623K
Advus Financial Partners, LLC 0.16% Reduce -4.8% 8,067 $622K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 8,050 $621K
Bryn Mawr Trust Advisors, LLC 0.03% No change 8,049 $621K
American Financial Advisors, LLC 0.08% Add +39.4% 8,045 $620K
Ascentis Independent Advisors 0.05% Add +176.0% 8,036 $620K
Beacon Capital Management, LLC 0.11% Add +59.5% 7,996 $617K
Chapman Financial Group, LLC 0.44% No change 7,933 $612K
Advisory Alpha, LLC 0.02% Reduce -20.3% 7,915 $610K
Wealth Effects LLC 0.22% No change 7,875 $607K
Dana Investment Advisors, Inc. 0.02% Add +3.8% 7,852 $605K
CFO4Life Group, LLC 0.09% Add +63.1% 7,849 $605K
German American Bancorp, Inc. 0.05% No change 7,844 $605K
Oxler Private Wealth LLC 0.19% Add +0.1% 7,823 $603K
Virtue Capital Management, LLC 0.09% Reduce -4.9% 8,054 $601K
Sage Financial Group Inc. 0.04% Add +10.2% 7,783 $600K
Security National Bank of Sioux City Iowa 0.35% New 7,777 $600K
JDH Wealth Management, LLC 0.40% Reduce -1.6% 7,755 $598K
Prosperity Planning, Inc. 0.22% Reduce -0.7% 7,746 $597K
Bartlett & Co. Wealth Management LLC 0.01% Add +8.1% 7,259 $597K
Kelleher Financial Advisors 0.15% No change 7,720 $595K
Baker Avenue Asset Management, LP 0.01% Reduce -2.8% 7,704 $594K
Rinkey Investments 0.15% Add +7.5% 7,702 $594K
Group One Trading LLC 0.02% Add +17.8% 7,661 $591K
Bridges Investment Management Inc. 0.01% Reduce -43.4% 7,622 $588K
Heritage Family Offices, LLP 0.26% Add +7.3% 7,584 $585K
Busey Bank 0.02% Reduce -10.5% 7,542 $582K
Sage Investment Counsel LLC 0.64% Add +4.0% 7,483 $577K
Naples Global Advisors, LLC 0.04% Reduce -0.1% 7,476 $576K
First Citizens Financial Corp 0.27% Add +0.1% 7,475 $576K
Whitcomb & Hess, Inc. 0.13% No change 7,473 $576K
Marks Group Wealth Management, Inc 0.06% New 7,450 $574K
Summit Asset Management, LLC 0.08% No change 7,385 $569K
SimpliFi, Inc. 0.24% Add +3.0% 7,384 $569K
Websterrogers Financial Advisors, LLC 0.16% No change 7,366 $568K
Westwood Holdings Group Inc. 0.00% Add +1.8% 7,328 $565K
Prepared Retirement Institute LLC 0.28% Add +0.0% 7,315 $564K
Hancock Whitney Corp. 0.01% No change 7,206 $564K
Symphony Financial, Ltd. Co. 0.07% Add +10.2% 7,406 $563K
Magnus Financial Group LLC 0.05% Add +9.1% 7,296 $563K
Jim Saulnier & Associates, LLC 0.27% Add +107.3% 7,296 $563K
Retirement Wealth Solutions LLC 0.35% Reduce -5.7% 7,277 $561K
Consolidated Portfolio Review Corp 0.05% No change 7,271 $561K
Pine Ridge Advisers LLC 0.04% No change 7,271 $561K
Colonial Trust Advisors 0.04% No change 7,240 $558K
Chesapeake Wealth Management 0.17% Reduce -3.1% 7,240 $558K
Riverview Trust Co 0.69% No change 7,239 $558K
S.A. Mason LLC 0.21% No change 7,235 $558K
Advisors Capital Management, LLC 0.01% Reduce -14.3% 7,219 $557K
Mayfair Advisory Group, LLC 0.19% Add +2.1% 7,213 $556K
BWM Planning, LLC 0.15% No change 7,211 $556K
Axis Wealth Partners, LLC 0.30% Reduce -3.5% 7,208 $556K
WP Advisors, LLC 0.14% Add +0.1% 7,188 $554K
Madison Wealth Partners, Inc 0.09% Add +10.2% 7,175 $553K
Lodestar Private Asset Management LLC 0.05% Add +5.4% 7,135 $550K
Keyes, Stange & Wooten Wealth Management, LLC 0.24% Reduce -1.0% 7,118 $549K
R.H. Investment Group, LLC 0.42% Add +132.5% 6,755 $549K
Strategic Investment Advisors / MI 0.04% Add +86.4% 7,110 $548K
Tsfg, LLC 0.08% Add +2.0% 7,080 $546K
Balboa Wealth Partners 0.09% Add +15.4% 7,070 $545K
Ally Invest Advisors Inc. 0.04% Add +3.5% 7,068 $545K
Walkner Condon Financial Advisors LLC 0.07% Reduce -13.9% 7,040 $543K
Headinvest, LLC 0.11% New 7,036 $543K
Rehmann Capital Advisory Group 0.03% Add +0.6% 7,029 $542K
Virtue Asset Management LLC 0.44% Reduce -12.9% 7,002 $540K
Elm3 Financial Group, LLC 0.46% No change 6,994 $539K
Saiph Capital, LLC 0.20% New 6,994 $539K
Hubbell Strickland Wealth Management, LLC 0.21% Add +11.3% 6,980 $538K
Greenspring Advisors, LLC 0.03% Add +5.6% 6,870 $530K
Jacobi Capital Management LLC 0.03% Add +0.0% 6,864 $529K
Rossby Financial, LCC 0.11% Add +0.3% 6,767 $528K
MOKAN Wealth Management Inc. 0.23% Add +0.1% 6,845 $528K
Carnegie Investment Counsel 0.01% Add +45.6% 6,840 $527K
Csenge Advisory Group 0.02% Reduce -58.4% 6,825 $526K
Maia Wealth LLC 0.09% Reduce -14.7% 6,815 $525K
Benningfield Financial Advisors, LLC 0.41% Add +87.3% 6,810 $525K
Praetorian Wealth Management, Inc. 0.10% New 6,462 $525K
Northwest Financial Advisors 1.01% No change 6,792 $524K
Money Concepts Capital Corp. 0.03% Add +21.0% 6,779 $523K
Hilltop Holdings Inc. 0.05% Reduce -76.7% 6,769 $522K
Integrated Wealth Management 0.60% Add +107.6% 6,765 $522K
Rolek Wealth Management LLC 0.37% Add +101.6% 6,662 $514K
McGrath & Associates, Inc. 0.75% Add +22.6% 6,685 $513K
Peterson Wealth Advisors, LLC 0.07% Reduce -43.3% 6,639 $512K
Trustmark Bank Trust Department 0.03% No change 6,626 $511K
Oregon Pacific Wealth Management, LLC 0.53% Add +0.8% 6,621 $511K
Morris Financial Concepts, Inc. 0.17% Add +0.1% 6,616 $510K
NWF Advisory Services Inc. 0.06% Reduce -1.3% 6,589 $508K
Milestone Asset Management Group, LLC 0.30% Add +0.1% 6,585 $508K
Lakewood Asset Management LLC 0.32% Reduce -0.9% 6,546 $505K
International Assets Investment Management, LLC 0.04% Add +13.6% 6,454 $503K
Colter Lewis Investment Partners LLC 0.47% Add +0.0% 6,528 $503K
Stockman Wealth Management, Inc. 0.06% Add +0.1% 6,511 $502K
Equita Financial Network, Inc. 0.16% Add +20.1% 6,506 $502K
Aletheian Wealth Advisors LLC 0.24% — 6,475 $499K
Newman Dignan & Sheerar, Inc. 0.11% Add +1.5% 6,470 $499K
Uptick Partners, LLC 0.10% Add +98.3% 6,435 $496K
Baker Tilly Wealth Management, LLC 0.12% Reduce -5.5% 6,433 $496K
QRG Capital Management, Inc. 0.01% Add +59.7% 6,412 $494K
GW&K Investment Management, LLC 0.00% No change 6,372 $491K
First City Capital Management, Inc. 0.26% Add +12.2% 6,333 $488K
LBJ Family Wealth Advisors, Ltd. 0.28% No change 6,502 $485K
AlTi Global, Inc. 0.01% Add +18.7% 6,286 $485K
Salus Financial Advisors, LLC 0.28% No change 6,222 $480K
Strategic Blueprint, LLC 0.03% New 6,185 $477K
Robinswood Financial LLC 0.15% Reduce -0.5% 6,175 $476K
Planning Directions Inc. 0.24% Add +0.1% 6,158 $475K
Gibbs Wealth Management 0.06% Add +20.9% 6,148 $474K
Matrix Trust Co 0.08% Reduce -56.2% 6,135 $473K
Clearstead Trust, LLC 0.08% Reduce -76.0% 6,129 $473K
Archer Investment Corp 0.10% Reduce -31.6% 6,114 $471K
Tradewinds, LLC. 0.15% Reduce -3.5% 5,665 $470K
Breakwater Capital Group 0.06% Add +2.2% 6,094 $470K
OpenArc Corporate Advisory, LLC 0.01% Reduce -2.3% 6,092 $470K
Plante Moran Financial Advisors, LLC 0.03% Add +227.7% 6,082 $469K
Sovran Advisors, LLC 0.04% Add +0.9% 5,645 $469K
Your Advocates Ltd., LLP 0.14% New 6,060 $467K
Bantamac Capital, LLC 0.34% Add +52.2% 6,051 $467K
Commerce Advisors, LLC 0.39% — 6,050 $467K
PCB Capital LLC 0.74% New 6,050 $467K
Versant Capital Management, Inc 0.05% New 6,040 $466K
Capital Asset Advisory Services LLC 0.02% Add +8.3% 5,510 $460K
Evergreen Capital Management LLC 0.01% New 5,960 $460K
Focused Alpha, LLC 0.14% Add +16.9% 5,949 $459K
Unison Advisors LLC 0.03% Add +0.8% 5,929 $457K
Richardson Financial Services Inc. 0.29% Reduce -10.6% 5,925 $457K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +8.7% 5,912 $456K
IFC & Insurance Marketing, Inc. 0.48% Add +187.4% 5,904 $455K
Sound View Wealth Advisors Group, LLC 0.03% Add +18.0% 5,903 $455K
Solidarity Wealth, LLC 0.09% Reduce -22.2% 5,891 $454K
Caerus Investment Advisors, LLC 0.19% No change 5,886 $454K
Sowell Financial Services LLC 0.02% Reduce -37.1% 5,862 $452K
Anson Capital, Inc. 0.31% Add +0.2% 5,838 $450K
Truvestments Capital LLC 0.08% New 5,834 $450K
Waycross Investment Management Co 0.43% No change 5,824 $449K
Gutierrez Wealth Advisory, LLC 0.28% Add +0.3% 5,823 $449K
Unique Wealth, LLC 0.06% Reduce -50.5% 5,809 $448K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +32.1% 5,750 $443K
TD Private Client Wealth LLC 0.01% Add +168.6% 5,722 $441K
Beaumont Financial Advisors, LLC 0.03% Add +3.9% 5,716 $441K
Annandale Capital, LLC 0.07% No change 5,700 $440K
Eldridge Investment Advisors, Inc. 0.10% No change 5,703 $440K
Note Advisors, LLC 0.22% No change 5,686 $438K
Moss Adams Wealth Advisors LLC 0.03% New 5,597 $432K
Courage Miller Partners, LLC 0.12% New 5,588 $431K
Hobbs Group Advisors, LLC 0.13% Add +0.0% 5,579 $430K
KOM Wealth Management Group, LLC 0.29% Add +5.4% 5,572 $430K
Main Line Retirement Advisors, LLC 0.21% Add +0.1% 5,571 $430K
Wealth Management Strategies, Inc. 0.19% Add +0.2% 5,561 $429K
Schrum Private Wealth Management LLC 0.33% Add +16.9% 5,555 $428K
Key Financial Inc 0.08% Add +19.4% 5,537 $427K
Marex Group Ltd 0.00% New 5,536 $427K
Pinnacle Bancorp, Inc. 0.13% Reduce -4.4% 5,518 $425K
Pennington Partners & Co., LLC 0.15% Add +98.8% 5,516 $425K
Glen Eagle Advisors, LLC 0.06% Add +259.3% 5,512 $425K
YHB Investment Advisors, Inc. 0.03% Add +0.3% 5,509 $425K
Jaffetilchin Investment Partners, LLC 0.03% Add +21.1% 5,491 $423K
Financial Freedom, LLC 0.21% Add +40.4% 5,489 $423K
Harbor Group, Inc. 0.06% New 5,477 $422K
Hopwood Financial Services, Inc. 0.28% Reduce -25.8% 5,471 $422K
Claro Advisors Inc. 0.05% No change 5,441 $420K
Libra Wealth LLC 0.12% No change 5,440 $419K
HT Partners LLC 0.13% No change 5,430 $419K
BTG Pactual Asset Management US LLC 0.04% Add +1.9% 5,429 $419K
Wimmer Associates 1, LLC 0.20% No change 5,420 $418K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -5.2% 5,420 $418K
McLean Asset Management Corp 0.07% No change 5,343 $412K
Financial Network Wealth Advisors LLC 0.42% Reduce -35.0% 5,329 $411K
Allium Financial Advisors, LLC 0.33% No change 5,329 $411K
Outbound Financial Inc 0.31% New 5,329 $411K
Charles Schwab Trust Co 0.03% Reduce -11.4% 5,324 $411K
Genesis Financial Group, LLC 0.28% Add +31.8% 5,321 $410K
FF Advisors,LLC 0.17% Add +60.3% 5,018 $410K
Basepoint Wealth LLC 0.23% Add +0.1% 5,318 $410K
Greenleaf Trust 0.00% New 5,312 $410K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.3% 5,277 $407K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.3% 5,269 $406K
Citrine Capital LLC 0.18% Add +2.0% 5,268 $406K
Daymark Wealth Partners, LLC 0.01% Add +3.1% 5,243 $404K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -31.9% 5,230 $403K
Monument Group Wealth Advisors, LLC 0.22% Reduce -2.1% 5,199 $401K
Cottage Street Advisors LLC 0.17% Add +0.1% 5,184 $400K
Cravens & Co Advisors, LLC 0.26% New 5,170 $399K
626 Financial, LLC 0.18% Add +2.7% 5,162 $398K
LaSalle St. Investment Advisors, LLC 0.06% New 5,161 $398K
Prairiewood Capital, LLC 0.11% Reduce -19.7% 5,147 $397K
FRG Family Wealth Advisors LLC 0.06% No change 5,113 $394K
Crews Bank & Trust 0.06% Reduce -4.7% 5,096 $393K
Kraft, Davis & Associates, LLC 0.08% Reduce -3.4% 4,710 $391K
Capital World Investors 0.00% Reduce -77.0% 5,212 $389K
Brown Miller Wealth Management, LLC 0.11% No change 5,039 $389K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -17.4% 5,038 $388K
Western Pacific Wealth Management, LP 0.39% No change 5,000 $386K
Gemmer Asset Management LLC 0.03% Add +18.8% 4,967 $383K
Mustico Financial Group, Inc. 0.27% No change 4,640 $383K
Level Wealth Management LLC 0.18% Add +0.5% 4,962 $383K
Foster Group, Inc. 0.01% Reduce -0.4% 4,958 $382K
Private Advisory Group LLC 0.03% New 4,955 $382K
Hurlow Wealth Management Group, Inc. 0.09% No change 4,947 $381K
Lansing Street Advisors 0.10% Reduce -3.9% 4,938 $381K
Prosperity Consulting Group, LLC 0.02% Reduce -46.6% 4,923 $380K
Highline Wealth Partners LLC 0.10% New 4,910 $379K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +13.4% 4,903 $378K
Wealthquest Corp 0.03% Add +47.1% 4,875 $376K
Bulltick Wealth Management, LLC 0.08% No change 4,866 $375K
Crumly & Associates Inc. 0.08% No change 4,838 $373K
Cordgrass Capital Advisors, LLC 0.09% Add +1.6% 4,833 $373K
Northwest Wealth Management, LLC 0.06% Reduce -0.9% 4,819 $372K
Beacon Financial Planning, Inc. 0.14% Add +15.7% 4,814 $371K
Relyea Zuckerberg Hanson LLC 0.04% Add +1.0% 4,806 $371K
Crestwood Advisors Group, LLC 0.01% No change 4,791 $369K
Rialto Wealth Management, LLC 0.08% No change 4,788 $369K
First PREMIER Bank 0.08% Add +6.8% 4,775 $368K
Duncker Streett & Co. Inc. 0.07% Add +30.7% 4,764 $367K
Ranch Capital Advisors Inc. 0.13% New 4,759 $367K
Centennial Advisors, LLC 0.47% New 4,757 $367K
Octavia Wealth Advisors, LLC 0.04% Add +67.5% 4,753 $367K
Moneco Advisors, LLC 0.03% New 4,747 $366K
Willis Johnson & Associates, Inc. 0.02% Reduce -47.6% 4,730 $365K
Capital Advantage, Inc. 0.05% Add +2.5% 4,693 $362K
Parkwoods Wealth Partners, LLC 0.09% Add +5.3% 4,690 $362K
Ariel Investments 0.00% New 4,685 $361K
Maripau Wealth Management LLC 0.16% New 4,683 $361K
Hoge Financial Services, LLC 0.19% Add +7.2% 4,683 $361K
Avestar Capital, LLC 0.02% No change 4,669 $360K
WorthPointe, LLC 0.10% Reduce -9.9% 4,665 $360K
Trust Co 0.03% No change 4,663 $360K
Kwmg, LLC 0.03% Reduce -6.5% 4,656 $359K
Checchi Capital Advisers, LLC 0.02% New 4,655 $359K
Walser Wealth Management Company, A Ltd Liability Co 0.16% Add +58.4% 4,652 $359K
Guyasuta Investment Advisors Inc. 0.02% Reduce -2.1% 4,646 $358K
Sepio Capital, LP 0.02% Add +0.1% 4,622 $356K
Johnson & White Wealth Management, LLC 0.15% Add +0.0% 4,596 $354K
Garde Capital, Inc. 0.02% Add +13.2% 4,591 $354K
MidFirst Bank 0.03% Reduce -20.4% 4,586 $354K
C M Bidwell & Associates Ltd. 0.16% No change 4,579 $353K
Triumph Capital Management 0.07% Add +975.2% 4,559 $352K
Argonautica Private Wealth Management, Inc. 0.11% Reduce -4.4% 4,552 $351K
Cohen Investment Advisors LLC 0.17% Add +4.6% 4,521 $349K
Rodgers & Associates, LTD 0.04% Reduce -12.6% 4,497 $347K
Northeast Planning Associates, Inc. / NH / 0.23% No change 4,491 $346K
Evergreen Wealth Management, LLC 0.18% Add +2.2% 4,470 $345K
Summit Investment Advisory Services, LLC 0.13% Add +0.1% 4,461 $344K
Regimen Wealth, LLC 0.10% Reduce -27.8% 4,454 $343K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -1.5% 4,443 $343K
Landaas & Co. /Wi 0.08% Add +13.2% 4,442 $343K
Weatherly Asset Management L. P. 0.03% Add +0.9% 4,440 $342K
Verus Capital Partners, LLC 0.02% Add +30.2% 4,438 $342K
EnRich Financial Partners LLC 0.09% Reduce -0.6% 4,436 $342K
May Hill Capital, LLC 0.09% New 4,430 $342K
Romano Brothers and Company 0.04% Add +1.7% 4,429 $342K
New World Advisors LLC 0.06% No change 4,398 $339K
Montis Financial, LLC 0.07% Add +39.8% 4,375 $337K
Dearborn Partners LLC 0.02% Add +4.8% 4,350 $335K
Cornerstone Wealth Group, LLC 0.02% New 4,077 $334K
Avise Financial Cooperative, Inc. 0.28% New 4,327 $334K
Golden State Wealth Management, LLC 0.04% No change 4,310 $332K
Osborne Partners Capital Management, LLC 0.02% Reduce -16.6% 4,295 $331K
World Equity Group, Inc. 0.09% Reduce -14.7% 4,280 $330K
FourThought Financial Partners, LLC 0.03% Reduce -13.3% 4,268 $329K
Bey-Douglas LLC 0.29% New 4,249 $328K
Montz Harcus Wealth Management LLC 0.13% Add +0.1% 4,247 $327K
Prudent Man Investment Management, Inc. 0.11% No change 4,333 $327K
Keating Financial Advisory Services, Inc. 0.05% No change 4,224 $326K
Urban Wealth Management, LLC 0.33% Reduce -68.4% 4,217 $325K
Fulcrum Wealth Advisors, LLC 0.27% New 4,202 $324K
NCM Capital Management, LLC 0.12% No change 4,192 $323K
Wrapmanager Inc. 0.11% No change 4,183 $323K
Farrell Financial LLC 0.19% Add +8.4% 4,174 $322K
TrustWell Financial Advisors, LLC 0.30% No change 4,168 $321K
Mountain Capital Investment Advisors Inc. 0.05% New 3,900 $321K
Vista Finance, LLC 0.25% New 4,160 $321K
Everett Harris & Co. 0.00% Reduce -5.9% 4,152 $320K
Davidson Investment Advisors 0.01% Reduce -20.3% 4,152 $320K
Independent Wealth Advisors LLC 0.31% Add +16.9% 4,150 $320K
Beaumont Asset Management, L.L.C. 0.14% Add +3.6% 4,150 $320K
Nova R Wealth, Inc. 0.10% Add +0.0% 4,133 $319K
Midwest Capital Advisors, LLC 0.15% No change 4,132 $319K
Clearbridge Investments, LLC 0.00% No change 4,130 $318K
Blue Chip Partners, LLC 0.02% Add +36.0% 4,129 $318K
Flagship Private Wealth, LLC 0.13% Reduce -1.0% 4,126 $318K
Sankala Group LLC 0.26% No change 4,225 $318K
ASL Financial, LLC 0.25% No change 4,119 $318K
Goldenstone Wealth Management LLC 0.23% No change 4,106 $317K
Tillman Hartley LLC 0.08% No change 4,106 $317K
Walleye Partners, LLC 0.39% Reduce -4.9% 4,101 $316K
Fermata Advisors, LLC 0.07% Reduce -53.0% 4,091 $315K
Welch & Forbes LLC 0.00% Add +9.6% 4,089 $315K
BetterWealth, LLC 0.06% Reduce -3.6% 4,065 $313K
Opus Financial Solutions LLC 0.29% Reduce -31.3% 4,061 $313K
United Advisor Group, LLC 0.04% Add +5.5% 4,052 $312K
Archford Capital Strategies, LLC 0.04% No change 4,047 $312K
Sound Income Strategies, LLC 0.02% Reduce -75.1% 4,000 $312K
Insight 2811, Inc. 0.13% No change 4,017 $310K
Pinion Investment Advisors, LLC 0.07% Add +1.1% 4,000 $308K
Granite Bay Wealth Management, LLC 0.07% No change 4,000 $308K
Rakuten Securities, Inc. 0.13% Reduce -0.6% 3,995 $308K
MCF Advisors LLC 0.01% Reduce -55.3% 3,994 $308K
Faithward Advisors, LLC 0.04% New 3,986 $307K
XML Financial, LLC 0.02% New 3,972 $306K
Arq Wealth Advisors, LLC 0.06% No change 3,964 $306K
Monograph Wealth Advisors, LLC 0.03% Add +14.1% 3,955 $305K
RiverFront Investment Group, LLC 0.00% No change 3,952 $305K
Lazari Capital Management, Inc. 0.11% Add +0.1% 3,938 $304K
Peapack Gladstone Financial Corp. 0.00% Add +5.4% 3,934 $303K
Forge Financial Services LLC 0.03% New 3,924 $303K
Global Wealth Management, LLC 0.16% New 3,918 $302K
Gould Capital, LLC 0.18% Add +4.8% 3,906 $301K
Security National Bank of So Dak 0.15% New 3,904 $301K
J Hagan Capital, Inc. 0.16% Reduce -12.7% 3,901 $301K
TFB Advisors LLC 0.16% Reduce -32.0% 3,901 $301K
IPG Investment Advisors LLC 0.05% No change 3,870 $298K
L. Roy Papp & Associates, LLP 0.03% No change 3,854 $297K
Pacific Point Advisors, LLC 0.16% New 3,850 $297K
Keel Point, LLC 0.02% Add +0.1% 3,849 $297K
BCS Private Wealth Management, Inc. 0.09% No change 3,843 $296K
Hobart Private Capital, LLC 0.06% No change 3,842 $296K
Oliver Luxxe Assets LLC 0.04% No change 3,841 $296K
Penobscot Wealth Management 0.09% Reduce -18.5% 3,840 $296K
J. R. Prunier Capital Management LLC 0.13% Add +0.0% 3,829 $295K
Fortis Advisors, LLC 0.15% Reduce -7.9% 3,823 $295K
Delta Investment Management, LLC 0.05% New 3,818 $294K
IFG Advisors, LLC 0.05% Add +2.5% 3,817 $294K
Black Diamond Financial, LLC 0.03% Add +4.0% 3,813 $294K
JBR Co Financial Management Inc 0.12% No change 3,890 $293K
Diversified Enterprises, LLC 0.02% Add +35.5% 3,801 $293K
Private Client Services, LLC 0.09% No change 3,798 $293K
Great Lakes Retirement, Inc. 0.03% Add +0.1% 3,791 $292K
Resurgent Financial Advisors LLC 0.11% New 3,788 $292K
Addison Advisors LLC 0.06% Add +3.5% 3,749 $289K
Embree Financial Group 0.03% Add +3.5% 3,745 $289K
Northern Capital Management, Inc. 0.14% New 3,744 $289K
Advyzon Investment Management, LLC 0.03% Add +35.7% 3,740 $288K
Vista Capital Partners, Inc. 0.03% Add +0.1% 3,735 $288K
Glenview Trust Co 0.00% Reduce -20.3% 3,733 $288K
Ring Mountain Capital, LLC 0.16% Add +0.4% 3,721 $287K
Sweeney & Michel, LLC 0.08% Add +0.1% 3,499 $287K
Baker Boyer National Bank 0.09% New 3,712 $286K
Inlet Private Wealth, LLC 0.07% Reduce -1.6% 3,700 $285K
Alkeme Wealth, LLC 0.12% Add +17.8% 3,699 $285K
Innovative Wealth Building LLC 0.20% New 3,699 $285K
PCM Encore, LLC 0.06% New 3,697 $285K
Parkshore Wealth Management, Inc. 0.10% New 3,691 $285K
TCI Wealth Advisors, Inc. 0.02% New 3,678 $284K
Alpha Financial Partners LLC 0.17% Reduce -1.1% 3,676 $283K
Sage Capital Advisors,llc 0.07% Add +12.3% 3,673 $283K
TPG Advisors LLC 0.18% No change 3,671 $283K
Bahl & Gaynor LLC 0.00% Reduce -32.2% 3,671 $283K
Miller Financial Services LLC 0.31% New 3,665 $283K
Princeton Global Asset Management LLC 0.05% Add +0.2% 3,661 $282K
Kennedy Investment Group, Inc. 0.11% Add +10.7% 3,657 $282K
Maimon Wealth Management LTD. 0.25% No change 3,775 $282K
Rockwood Wealth Management, LLC 0.02% Add +19.5% 3,649 $281K
Eagle Bay Advisors LLC 0.25% New 3,637 $280K
Morton Capital Management LLC 0.04% Add +25.2% 3,635 $280K
Parkway Wealth Management Group, LLC 0.04% New 3,447 $279K
Windsor Advisory Group, LLC 0.23% Reduce -14.5% 3,615 $279K
Fund Advisors of America Inc 0.28% Reduce -0.6% 3,584 $276K
Ashton Thomas Securities, LLC 0.03% No change 3,579 $276K
Armbruster Capital Management, Inc. 0.04% No change 3,560 $275K
Security Financial Services, INC. 0.04% Reduce -15.0% 3,559 $274K
Quarry Hill Advisors, LLC 0.11% No change 3,266 $274K
WealthBridge Capital Management, LLC 0.06% Add +20.5% 3,541 $273K
Aspen Capital Management, LLC 0.07% Reduce -0.2% 3,538 $273K
Navigate Wealth Management, LLC 0.19% — 3,332 $273K
Capital Squared Financial LLC 0.21% Add +0.1% 3,506 $270K
Foster & Motley Inc. 0.01% Add +21.9% 3,501 $270K
Mattern Wealth Management LLC 0.05% Reduce -3.1% 3,498 $270K
Per Stirling Capital Management, LLC. 0.03% Add +0.5% 3,496 $270K
American Investment Services, Inc. 0.06% Add +5.9% 3,485 $269K
Prevail Innovative Wealth Advisors, LLC 0.05% New 3,484 $269K
Patton Albertson Miller Group, LLC 0.03% No change 3,479 $268K
Maridea Wealth Management LLC 0.04% New 3,476 $268K
Latitude Advisors, LLC 0.12% Add +10.5% 3,458 $267K
Heritage Wealth Advisors 0.01% No change 3,449 $266K
LongView Wealth Management 0.07% Add +4.0% 3,206 $265K
Aviance Capital Partners, LLC 0.03% New 3,435 $265K
Ameritas Advisory Services, LLC 0.01% Add +12.2% 3,423 $264K
Brickley Wealth Management 0.05% New 3,422 $264K
Archvest Wealth Advisors, Inc. 0.17% Add +0.1% 3,416 $263K
IF Advisors, LLC 0.19% No change 3,406 $263K
Symmetry Partners, LLC 0.01% No change 3,406 $263K
First Pacific Financial 0.03% Add +0.1% 3,402 $262K
Capstone Wealth Management, LLC 0.18% No change 3,397 $262K
Five Pine Wealth Management 0.16% New 3,389 $261K
Steelhead Wealth Management LLC 0.13% — 3,393 $261K
Ferguson Wellman Capital Management, Inc. 0.00% New 3,379 $261K
Beacon Financial Advisory LLC 0.06% Add +13.7% 3,378 $260K
Townsquare Capital LLC 0.06% New 3,370 $260K
Poehling Capital Management, INC. 0.05% No change 3,370 $260K
BlueSky Wealth Advisors, LLC 0.03% New 3,354 $259K
BHK Investment Advisors, LLC 0.09% No change 3,350 $258K
RCS Financial Planning, LLC 0.13% Reduce -0.1% 3,347 $258K
Hamilton Point Investment Advisors, LLC 0.04% No change 3,347 $258K
WealthShield Partners, LLC 0.03% Add +1.0% 3,342 $258K
Synergy Financial Group, LTD 0.19% Reduce -20.4% 3,332 $257K
Pine Valley Investments Ltd Liability Co 0.01% New 3,331 $257K
Well Done, LLC 0.04% No change 3,322 $256K
National Wealth Management Group, LLC 0.10% Add +9.6% 3,311 $255K
Ignite Planners, LLC 0.04% No change 3,306 $255K
Stordahl Capital Management, Inc. 0.05% No change 3,304 $255K
Baker Ellis Asset Management LLC 0.03% No change 3,300 $254K
Reflection Asset Management 0.16% No change 3,091 $254K
Goelzer Investment Management, Inc. 0.01% New 3,290 $254K
True Link Financial Advisors, LLC 0.02% New 3,285 $253K
Capital Advisors Wealth Management, LLC 0.03% Add +4.1% 3,270 $252K
Reicon Wealth Advisors, LLC 0.19% New 3,258 $251K
First National Bank & Trust Co. of Newtown 0.05% Add +15.6% 3,257 $251K
Christensen, King & Associates Investment Services, Inc. 0.11% Reduce -1.5% 3,256 $251K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -50.1% 3,243 $250K
Ellevest, Inc. 0.03% Add +4.2% 3,229 $249K
Clearwave Capital, LLC 0.17% Add +0.1% 3,228 $249K
Bluespring Wealth Management, LLC 0.02% Reduce -1.5% 3,215 $248K
AAF Wealth Management, LLC 0.10% New 3,203 $247K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -30.6% 3,197 $247K
Hopwood Nicholas Hunter 0.08% New 3,183 $245K
Expressive Wealth LLC 0.23% New 2,836 $243K
Balanced Wealth Group LLC 0.09% New 3,123 $241K
Capital International Investors 0.00% Reduce -76.0% 3,220 $240K
Satovsky Asset Management LLC 0.04% Add +0.1% 3,114 $240K
Calton & Associates, Inc. 0.03% New 3,101 $239K
Emprise Bank 0.10% Reduce -2.5% 3,090 $238K
Wealth Watch Advisors, INC 0.10% Add +16.4% 3,087 $238K
Legacy Wealth Managment, LLC 0.12% Add +193.6% 3,083 $238K
Tiller Private Wealth, Inc. 0.08% No change 3,080 $237K
Invst, LLC 0.03% No change 3,069 $237K
My Personal CFO, LLC 0.10% Reduce -8.2% 3,063 $236K
Sand Hill Global Advisors, LLC 0.01% No change 3,057 $236K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Add +0.1% 3,048 $235K
Centaurus Financial, Inc. 0.01% Reduce -13.6% 3,049 $235K
Treasure Coast Financial Planning 0.12% No change 3,037 $234K
Legacy Financial Group, Inc. 0.06% Add +0.6% 3,033 $234K
OMNI 360 Wealth, Inc. 0.12% No change 3,030 $234K
Foster Victor Wealth Advisors, LLC 0.01% New 2,818 $233K
Opulen Financial Group LLC 0.16% Add +0.7% 3,020 $233K
LJI Wealth Management, LLC 0.04% Reduce -44.3% 3,014 $232K
Roth Financial Partners LLC 0.08% Reduce -5.6% 3,012 $232K
Fairman Group, LLC 0.20% Reduce -0.9% 3,008 $232K
Ballast Financial Advisors LLC 0.24% No change 3,007 $232K
Jmac Enterprises LLC 0.04% No change 3,000 $231K
Bank of Nova Scotia Trust Co. 0.02% No change 3,000 $231K
1832 Asset Management L.P. 0.00% No change 3,000 $231K
Stanley-Laman Group, Ltd. 0.03% Add +8.8% 2,986 $230K
Summit Financial Strategies, Inc. 0.02% Add +0.6% 2,977 $230K
Liberty Wealth Management LLC 0.03% New 2,966 $229K
Fairway Wealth LLC 0.06% Add +0.1% 2,947 $227K
SVB Wealth LLC 0.01% No change 2,944 $227K
Miller Capital Partners, Inc. 0.11% Add +0.7% 2,930 $226K
William Howard & Co Financial Advisors Inc 0.19% No change 2,926 $226K
Capital Research Global Investors 0.00% Reduce -76.2% 3,023 $226K
Atlas Brown,Inc. 0.07% New 2,924 $225K
Cannon Advisors, Inc. 0.17% Add +13.2% 2,921 $225K
Align Financial, LLC 0.13% Reduce -98.3% 2,918 $225K
AssuredPartners Investment Advisors, LLC 0.02% New 2,873 $224K
Community Bank, N.A. 0.03% Reduce -25.4% 2,898 $223K
Marathon Wealth Advisors LLC 0.09% Add +0.1% 2,893 $223K
Cascades Capital Asset Management, LLC 0.09% Add +76.6% 2,892 $223K
GoalVest Advisory LLC 0.04% Reduce -19.9% 2,885 $222K
Joule Financial, LLC 0.06% No change 2,878 $222K
Equity Wealth Partners, LLC 0.14% New 2,862 $221K
Silverlake Wealth Management LLC 0.05% Reduce -18.7% 2,851 $220K
Edge Wealth Management LLC 0.04% Add +4.6% 2,849 $220K
KPP Advisory Services LLC 0.03% New 2,846 $219K
Ami Investment Management Inc. 0.05% No change 2,837 $219K
City National Bank of Florida 0.13% No change 2,837 $219K
Cassilly Financial Group LLC 0.19% No change 2,836 $219K
Capital Analysts, LLC 0.01% Add +6.8% 2,835 $218K
Barry Investment Advisors, LLC 0.05% New 2,826 $218K
Optima Capital LLC 0.10% No change 2,819 $217K
Natural Investments, LLC 0.05% Reduce -17.7% 2,825 $217K
Catalina Capital Group, LLC 0.13% New 2,808 $217K
Conrad Siegel Investment Advisors, Inc. 0.04% Reduce -0.3% 2,792 $215K
Precedent Wealth Partners, LLC 0.04% Reduce -0.8% 2,773 $214K
Thrive Capital Management, LLC 0.05% Reduce -17.9% 2,762 $213K
Klein Pavlis & Peasley Financial, Inc. 0.12% New 2,760 $213K
Allen Capital Group, LLC 0.02% No change 2,757 $213K
BancFirst Trust & Investment Management 0.09% New 2,839 $212K
CM Wealth Advisors LLC 0.05% New 2,744 $212K
Mma Asset Management LLC 0.07% New 2,713 $209K
Strategic Wealth Partners, Ltd. 0.01% Add +10.3% 2,712 $209K
Darden Wealth Group Inc 0.11% New 2,709 $209K
Oak Harvest Investment Services 0.02% Reduce -5.5% 2,706 $209K
Carnegie Lake Advisors LLC 0.08% No change 2,705 $209K
Cornerstone Advisory, LLC 0.02% No change 2,700 $208K
Carr Financial Group Corp 0.05% Add +0.0% 2,699 $208K
17 Capital Partners, LLC 0.11% New 2,697 $208K
Barnes Pettey Financial Advisors, LLC 0.09% New 2,678 $207K
Financial Sense Advisors, Inc. 0.05% Reduce -0.1% 2,677 $206K
Kessler Investment Group, LLC 0.10% New 2,673 $206K
Kickstand Ventures, Llc. 0.04% Reduce -3.8% 2,671 $206K
waypoint wealth counsel 0.11% New 2,670 $206K
Rockline Wealth Management, LLC 0.04% New 2,663 $205K
Capstone Wealth Management Group, LLC 0.09% Add +0.1% 2,659 $205K
Pacific Asset Management, LLC 0.11% Add +0.1% 2,655 $205K
Paradigm Capital Management, LLC 0.19% Reduce -3.6% 2,650 $204K
Archer Investment Management, LLC 0.09% Reduce -52.2% 2,643 $204K
Northeast Financial Group, Inc. 0.05% Reduce -19.8% 2,635 $203K
Fee-Only Financial Planning, L.C. 0.12% New 2,631 $203K
Sawyer & Company, Inc 0.08% Add +166.9% 2,616 $202K
Cantor Fitzgerald Investment Advisors L.P. 0.01% New 2,612 $201K
Rockingstone Advisors LLC 0.09% New 2,600 $200K
Alerus Financial NA 0.01% Reduce -34.7% 2,586 $199K
Winch Advisory Services, LLC 0.04% Add +347.3% 2,545 $196K
Clarity Asset Management, Inc. 0.10% No change 2,544 $196K
Costello Asset Management, INC 0.07% New 2,495 $192K
Hanson & Doremus Investment Management 0.02% No change 2,491 $192K
Ameriflex Group, Inc. 0.10% Add +87.1% 2,483 $191K
MilWealth Group LLC 0.05% Reduce -22.2% 2,456 $189K
VSM Wealth Advisory, LLC 0.06% Add +13.1% 2,423 $187K
Conquis Financial LLC 0.15% No change 2,281 $186K
CoreFirst Bank & Trust 0.09% Reduce -7.2% 2,255 $174K
Sunbelt Securities, Inc. 0.01% Add +47.8% 2,218 $171K
Creative Capital Management Investments LLC 0.05% Add +3.0% 2,211 $170K
Steph & Co. 0.05% No change 2,116 $163K
TFC Financial Management, Inc. 0.02% Add +0.1% 2,116 $163K
Dunhill Financial, LLC 0.04% No change 2,069 $160K
Salem Investment Counselors Inc. 0.00% New 2,059 $159K
HighMark Wealth Management LLC 0.06% Add +57.5% 2,050 $158K
Gen-Wealth Partners Inc 0.05% Reduce -0.0% 156,499 $156K
Olistico Wealth, LLC 0.08% Add +23.7% 1,993 $154K
Financial Perspectives, Inc 0.04% Add +0.1% 1,961 $151K
CX Institutional 0.00% Reduce -1.6% 1,949 $150K
Caitlin John, LLC 0.09% Reduce -0.5% 1,938 $149K
CVA Family Office, LLC 0.02% Add +0.3% 1,914 $148K
HM Payson & Co. 0.00% No change 1,860 $143K
Trust Co. of Toledo NA 0.01% No change 1,843 $142K
Wellington Grp LLC 0.04% Reduce -61.6% 1,836 $142K
Oakworth Capital, Inc. 0.01% No change 1,764 $136K
Fairscale Capital, LLC 0.09% Reduce -22.6% 1,749 $135K
Hamrick Investment Counsel, llc 0.07% No change 1,741 $134K
Pillar Financial Advisors, LLC 0.08% Reduce -0.3% 1,731 $133K
Barrett & Company, Inc. 0.05% Add +79.0% 1,700 $131K
Strive Financial Group ,LLC 0.07% Add +18.3% 1,659 $128K
Obsidian Cio, LLC 0.11% New 1,632 $126K
Signature Equity Partners, LLC 0.07% Add +37.6% 1,611 $124K
Abound Wealth Management 0.03% Add +99.6% 1,603 $124K
Solstein Capital, LLC 0.05% No change 1,560 $120K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -13.5% 1,537 $119K
Valley National Advisers Inc. 0.01% Reduce -1.4% 1,498 $115K
Manchester Capital Management LLC 0.02% Reduce -0.4% 1,485 $114K
SHP Wealth Management 0.01% Add +83.2% 1,438 $111K
Coastline Trust Co 0.01% Add +20.6% 1,421 $110K
Leo H. Evart, Inc. 0.09% — 1,419 $109K
Pacifica Partners Inc. 0.04% Add +8.4% 1,400 $108K
Financial Consulate, Inc. 0.01% Add +9.2% 1,395 $108K
Frankly Finances, LLC 0.09% No change 1,350 $104K
IMG Wealth Management, Inc. 0.07% New 1,326 $102K
Asset Dedication, LLC 0.01% Reduce -21.1% 1,318 $102K
Cedar Mountain Advisors, LLC 0.02% Add +0.1% 1,311 $101K
CENTRAL TRUST Co 0.00% Add +13.4% 1,277 $98K
Godfrey Financial Associates, Inc. 0.08% No change 1,251 $96K
Destiny Wealth Partners, LLC 0.01% New 1,236 $95K
Pittenger & Anderson Inc. 0.00% Add +1517.3% 1,213 $94K
Teachers Insurance & Annuity Association of America 0.12% No change 1,209 $93K
Adirondack Trust Co. 0.03% Add +4.7% 1,195 $92K
John A. Wolfe & Associates, Inc. 0.14% New 1,191 $92K
YANKCOM Partnership 0.04% Add +43.7% 1,183 $91K
Coston, McIsaac & Partners 0.02% No change 1,176 $90K
Birchwood Financial Partners, Inc. 0.09% Add +0.1% 1,165 $90K
Curio Wealth, LLC 0.03% No change 1,140 $88K
Bell Investment Advisors, Inc 0.01% Reduce -55.8% 1,138 $88K
SRH Advisors, LLC 0.02% Add +771.1% 1,115 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +112.8% 1,094 $84K
CrossGen Wealth, LLC 0.07% New 1,048 $81K
Avion Wealth 0.02% Add +5.3% 1,037 $79K
Ramirez Asset Management, Inc. 0.01% Reduce -50.0% 1,000 $77K
Centerpoint Advisors, LLC 0.03% No change 1,000 $77K
MV Capital Management, Inc. 0.01% No change 899 $69K
Hilltop National Bank 0.02% No change 862 $66K
Elevated Capital Advisors, LLC 0.02% Add +1622.5% 844 $65K
Nepc LLC 0.00% No change 821 $63K
Caldwell Sutter Capital, Inc. 0.03% No change 803 $62K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 800 $62K
Comprehensive Financial Planning, Inc. 0.04% No change 793 $61K
Davis Capital Management 0.04% No change 793 $61K
Colonial Trust Co / SC 0.01% Add +0.1% 785 $59K
Tidemark, LLC 0.01% Reduce -19.4% 752 $58K
Minot DeBlois Advisors LLC 0.05% New 736 $57K
Investors Portfolio Services LLC 0.05% Add +0.1% 720 $56K
Quantum Capital Management, LLC / NJ 0.01% Reduce -2.6% 706 $54K
TIAA Wealth Investment Management LLC 0.00% — 726 $54K
Cetera Trust Company, N.A 0.03% No change 700 $54K
Hara Capital LLC 0.03% No change 700 $54K
Acumen Wealth Advisors, LLC 0.01% Reduce -52.8% 681 $53K
Legacies Wealth LLC 0.03% No change 674 $52K
CDKV Holdings LLC 0.04% No change 655 $51K
Murphy & Mullick Capital Management Corp 0.04% New 650 $50K
Transce3nd, LLC 0.43% No change 630 $49K
Washington Trust Advisors, Inc. 0.00% New 622 $48K
Raelipskie Partnership 0.02% New 615 $47K
Wiser Advisor Group LLC 0.06% Add +2.9% 604 $47K
GHP Investment Advisors, Inc. 0.00% New 602 $46K
Dorato Capital Management 0.03% No change 570 $46K
Vestor Capital, LLC 0.00% New 599 $46K
NorthAvenue LLC 0.04% Add +48.5% 591 $46K
Montag A & Associates Inc. 0.00% No change 583 $45K
Seneschal Advisors, LLC 0.03% Add +0.5% 579 $45K
Elevation Wealth Partners, LLC 0.02% No change 555 $43K
JNBA Financial Advisors 0.00% No change 555 $43K
Fortis Group Advisors, LLC 0.01% Add +654.8% 551 $42K
TopTier Wealth Management, LLC 0.03% New 540 $42K
NFSG Corp 0.01% Add +0.2% 536 $41K
Hartford Financial Management Inc. 0.01% No change 528 $41K
SOA Wealth Advisors, LLC. 0.01% Reduce -62.0% 527 $41K
City State Bank 0.01% Add +17.6% 502 $39K
Evolution Wealth Management Inc. 0.03% Add +5.3% 495 $38K
Private Wealth Management Group, LLC 0.01% Add +11.9% 489 $38K
Whittier Trust Co. of Nevada Inc. 0.00% No change 477 $37K
Timmons Wealth Management, LLC 0.03% Add +0.2% 474 $37K
Cornerstone Financial Management LLC 0.03% No change 458 $35K
Grove Bank & Trust 0.00% Reduce -7.1% 457 $35K
Harbor Asset Planning, Inc. 0.03% No change 446 $34K
Opal Wealth Advisors, LLC 0.01% New 432 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 402 $31K
Beacon Investment Advisory Services, Inc. 0.00% New 402 $31K
Frazier Financial Advisors, LLC 0.02% New 400 $31K
Torren Management, LLC 0.01% New 392 $30K
Strategic Wealth Advisors LLC 0.02% No change 400 $30K
Deutsche Bank AG 0.00% No change 386 $30K
Tower Research Capital LLC (TRC) 0.00% Reduce -11.9% 383 $30K
Bank of New Hampshire 0.01% Reduce -20.9% 379 $29K
Mountain Hill Investment Partners Corp. 0.02% Add +74.3% 373 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -51.6% 358 $28K
PlanVest Financial, Inc 0.02% — 347 $27K
Atwood & Palmer Inc. 0.00% Reduce -2.2% 315 $24K
CGC Financial Services, LLC 0.01% No change 310 $24K
Bay Harbor Wealth Management, LLC 0.01% No change 294 $23K
Scarborough Advisors, LLC 0.00% New 275 $21K
My Portfolio Guide, LLC 0.01% — 266 $21K
Missouri Trust & Investment Co 0.01% No change 262 $20K
Walsh & Associates, LLC 0.02% No change 262 $20K
Van Eck Associates Corp. 0.00% Add +1.2% 254 $20K
Global Wealth Strategies & Associates 0.00% New 250 $19K
Tower View Wealth Management LLC 0.01% New 232 $18K
Farmers & Merchants Investments Inc. 0.00% Add +12.4% 226 $17K
Anfield Capital Management, LLC 0.00% New 206 $16K
Monetary Management Group Inc. 0.00% New 200 $15K
Bellevue Asset Management, LLC 0.01% Add +0.6% 178 $14K
Accent Capital Management, LLC 0.01% New 174 $13K
Physician Wealth Advisors, Inc. 0.00% Add +6.2% 171 $13K
JDM Financial Group LLC 0.00% No change 163 $13K
North Ridge Wealth Advisors, Inc. 0.01% No change 155 $12K
Burkett Financial Services, LLC 0.00% No change 153 $12K
EFG International AG 0.00% No change 140 $11K
Advantage Trust Co 0.00% No change 137 $11K
GAMMA Investing LLC 0.00% New 127 $10K
Nova Wealth Management, Inc. 0.01% New 125 $10K
Twin Lakes Capital Management, LLC 0.00% No change 100 $8K
Thompson Investment Management, Inc. 0.00% No change 92 $7K
MBM Wealth Consultants, LLC 0.00% New 85 $7K
American Capital Advisory, LLC 0.00% No change 74 $6K
Aspect Partners, LLC 0.00% No change 67 $5K
Go Invest LLC 0.00% New 61 $5K
IAG Wealth Partners, LLC 0.00% New 59 $5K
Bare Financial Services, Inc 0.00% New 52 $4K
Resources Management Corp. /CT/ 0.00% New 54 $4K
Stone House Investment Management, LLC 0.00% New 51 $4K
Friedenthal Financial 0.00% New 50 $4K
City Holding Co. 0.00% No change 50 $4K
Merkkuri Wealth Advisors LLC 0.00% New 46 $4K
Essential Partners LLC 0.00% No change 44 $3K
Crewe Advisors LLC 0.00% New 40 $3K
Intentional Wealth Strategies, LLC 0.00% — 32 $2K
Kings Path Partners LLC 0.00% No change 28 $2K
Byrne Asset Management LLC 0.00% No change 21 $2K
Mb, Levis & Associates, LLC 0.00% No change 21 $2K
Game Plan Financial Advisors, LLC 0.00% No change 17 $1K
Wall Street Financial Group, Inc. 0.00% New 16 $1K
Essential Investment Partners LLC 0.00% No change 14 $1K
DHJJ Financial Advisors, Ltd. 0.00% New 14 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 14 $1K
1620 Investment Advisors, Inc. 0.00% No change 13 $1K
Principia Wealth Advisory, LLC 0.00% New 13 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Navigoe, LLC 0.00% No change 16 $1K
Piscataqua Savings Bank 0.00% New 12 $925
KERR FINANCIAL PLANNING Corp 0.00% Reduce -99.3% 3 $669
Birchbrook, Inc. 0.00% No change 7 $575
Tradewinds Capital Management, LLC 0.00% New 7 $540
Salomon & Ludwin, LLC 0.00% New 6 $465
Capital Advisor Network LLC 0.00% — 6 $463
Portus Wealth Advisors, LLC 0.00% New 6 $463
Gill Capital Partners, LLC 0.00% New 6 $463
PFS Partners, LLC 0.00% No change 3 $237
Cheviot Value Management, LLC 0.00% No change 2 $158
Valued Wealth Advisors LLC 0.00% No change 1 $78
Ulland Investment Advisors, LLC 0.00% New 2 $0

"% of holder's portfolio" is VXUS's weight in each manager's 13F, not the share of Vanguard Total Intl Stock the manager owns.