Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q4 2025 (December 31)772holders +81
65new positions
28sold out
5famous investors
$45.32avg. 13F price*
At the end of Q4 2025, 772 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 81 from Q3 2025. 65 opened new positions and 28 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.6B), Wealth Enhancement Advisory Services, LLC ($855.8M) and Regions Financial Corp. ($414.2M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Fndmn Intl LRG Co. ETF
- CUSIP
- 808524755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $177.9M |
| Exits | 28 | $19.6M |
All 13F filers, Q3 2025 → Q4 2025: 16,696,550 shares bought and 6,522,701 shares sold, net +10,173,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Charles Schwab Investment Management Inc. | 1.03% | Reduce -0.5% | 146,483,938 | $6.6B |
| Wealth Enhancement Advisory Services, LLC | 1.16% | Add +3.5% | 18,458,748 | $855.8M |
| Regions Financial Corp. | 2.65% | Add +0.6% | 9,160,980 | $414.2M |
| Morgan Stanley | 0.02% | Add +39.2% | 8,650,706 | $391.1M |
| Bank of America Corp. | 0.03% | Add +12.2% | 8,100,126 | $366.2M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Reduce -0.1% | 6,032,995 | $272.8M |
| Wells Fargo & Company | 0.05% | Add +1.2% | 5,983,471 | $270.5M |
| Auto-Owners Insurance Co | 3.46% | Add +34.7% | 3,640,000 | $164.7M |
| Captrust Financial Advisors | 0.29% | Add +7.5% | 3,399,322 | $153.7M |
| Victory Capital Management Inc. | 0.08% | No change | 3,242,688 | $146.6M |
| Mountain Capital Investment Advisors Inc. | 20.56% | Add +1.5% | 2,644,572 | $127.4M |
| Ameriprise Financial Inc. | 0.03% | Add +5.2% | 2,596,530 | $117.4M |
| Foster & Motley Inc. | 6.01% | Reduce -0.2% | 2,491,559 | $112.6M |
| LPL Financial LLC | 0.03% | Add +8.7% | 2,481,686 | $112.2M |
| Boulay Financial Advisors, LLC | 13.08% | New | 2,461,305 | $111.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +4.3% | 2,201,679 | $99.5M |
| FMR LLC | 0.00% | Reduce -30.5% | 1,848,887 | $83.6M |
| AlphaCore Capital LLC | 1.63% | Reduce -7.3% | 1,602,045 | $72.4M |
| Cetera Investment Advisers | 0.08% | Add +3.5% | 1,584,577 | $71.6M |
| UBS Group AG | 0.01% | Add +2.6% | 1,413,995 | $63.9M |
| Susquehanna International Group, LLP | 0.08% | Add +648.2% | 1,345,522 | $60.8M |
| StoneX Group Inc. | 2.64% | Add +0.1% | 1,344,284 | $60.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -3.4% | 1,337,904 | $60.5M |
| Orion Porfolio Solutions, LLC | 0.42% | Reduce -3.8% | 1,254,403 | $56.7M |
| HighTower Advisors, LLC | 0.06% | Add +22.2% | 1,248,393 | $56.4M |
| Strata Wealth Advisors, LLC | 15.61% | Reduce -4.5% | 1,241,026 | $56.1M |
| CVA Family Office, LLC | 6.21% | Add +14.7% | 1,195,046 | $54.0M |
| Trust Co | 4.87% | Reduce -0.4% | 1,149,491 | $52.0M |
| Alps Advisors Inc. | 0.30% | Reduce -2.3% | 1,131,219 | $51.1M |
| Capital Advantage, Inc. | 6.73% | Add +4.0% | 1,103,954 | $49.9M |
| Capital Advisors Wealth Management, LLC | 6.61% | Add +6.9% | 1,072,904 | $48.5M |
| Nadler Financial Group, Inc. | 4.49% | Add +3.0% | 1,068,140 | $48.3M |
| Hardy Reed LLC | 3.43% | Add +2.4% | 1,063,427 | $48.1M |
| Canandaigua National Bank & Trust Co. | 4.29% | Add +0.6% | 1,057,708 | $47.8M |
| Charles Schwab Trust Co | 3.11% | Add +1.3% | 1,045,570 | $47.3M |
| Private Advisor Group, LLC | 0.22% | Add +1.9% | 1,030,345 | $46.6M |
| Citadel Advisors | 0.03% | Add +6353.6% | 1,009,015 | $45.6M |
| Verde Capital Management | 9.46% | Add +4.3% | 981,015 | $44.4M |
| Raymond James Financial Inc. | 0.01% | Add +17.3% | 922,533 | $41.7M |
| Mariner, LLC | 0.05% | Add +3.8% | 902,587 | $40.8M |
| Mfa Wealth Advisors, LLC | 8.57% | Add +0.7% | 896,932 | $40.6M |
| Pallas Capital Advisors LLC | 1.27% | Add +6.7% | 854,093 | $38.6M |
| Johnson Bixby & Associates, LLC | 4.77% | Add +4.3% | 851,372 | $38.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +1.3% | 823,303 | $37.2M |
| Jane Street Group, LLC | 0.04% | Reduce -50.8% | 820,159 | $37.1M |
| Arlington Financial Advisors, LLC | 5.24% | Add +2.2% | 808,487 | $36.6M |
| Barry Investment Advisors, LLC | 7.99% | Reduce -0.0% | 793,737 | $35.9M |
| Cwm, LLC | 0.10% | Add +87.7% | 782,249 | $35.4M |
| Unison Advisors LLC | 3.09% | Add +2.5% | 781,514 | $35.3M |
| Resonant Capital Advisors, LLC | 1.85% | Add +8.0% | 746,700 | $33.8M |
| Opes Wealth Management LLC | 5.49% | Add +1.7% | 714,490 | $32.3M |
| Dynamic Advisor Solutions LLC | 1.04% | Add +3.8% | 713,497 | $32.3M |
| Leavell Investment Management, Inc. | 1.32% | Add +2.3% | 701,768 | $31.7M |
| Bell Investment Advisors, Inc | 4.90% | Add +1.7% | 685,355 | $31.0M |
| Focus Financial Network, Inc. | 1.03% | Add +6.8% | 657,138 | $29.7M |
| Royal Bank of Canada | 0.01% | Add +13.4% | 639,619 | $28.9M |
| WESCAP Management Group, Inc. | 5.84% | Reduce -4.3% | 637,395 | $28.8M |
| JPMorgan Chase & Co. | 0.00% | Add +41.0% | 632,632 | $28.6M |
| Geneos Wealth Management Inc. | 0.70% | Reduce -0.6% | 631,222 | $28.5M |
| Exencial Wealth Advisors, LLC | 0.87% | Reduce -1.4% | 610,738 | $27.6M |
| Solitude Financial Services | 8.59% | Reduce -2.4% | 576,304 | $26.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.4% | 566,899 | $25.6M |
| Prairiewood Capital, LLC | 7.71% | Add +5.0% | 549,436 | $24.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.59% | Add +7.1% | 548,291 | $24.8M |
| Opus Capital Group, LLC | 2.65% | Add +1.3% | 540,769 | $24.4M |
| MAI Capital Management | 0.14% | Add +12.3% | 532,648 | $24.1M |
| Cabot Wealth Management Inc. | 2.65% | Add +4.8% | 530,689 | $24.0M |
| Focus Partners Wealth | 0.03% | Add +4.4% | 521,126 | $22.8M |
| Creative Planning | 0.02% | Add +9.4% | 494,307 | $22.3M |
| Tradition Wealth Management, LLC | 1.58% | Reduce -1.9% | 486,927 | $22.0M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -1.3% | 486,816 | $22.0M |
| Savant Capital, LLC | 0.12% | Reduce -2.9% | 478,997 | $21.7M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +3.2% | 472,655 | $21.4M |
| Red Tortoise LLC | 8.88% | Add +8.7% | 457,602 | $20.7M |
| Seven Springs Wealth Group, LLC | 6.03% | Reduce -0.7% | 456,135 | $20.6M |
| Vise Technologies, Inc. | 0.40% | New | 452,251 | $20.4M |
| McKinley Carter Wealth Services, Inc. | 1.13% | Reduce -22.1% | 445,359 | $20.1M |
| Maia Wealth LLC | 3.44% | Add +24.9% | 393,522 | $20.1M |
| Keudell/Morrison Wealth Management | 4.12% | — | 433,575 | $19.6M |
| Capital Wealth Management, LLC | 6.22% | Add +1.1% | 426,086 | $19.3M |
| Studio Investment Management LLC | 3.26% | Reduce -0.8% | 394,842 | $17.9M |
| Howard Financial Services, LTD. | 2.07% | Add +3.4% | 391,467 | $17.7M |
| Verum Partners LLC | 3.55% | Add +3.9% | 388,938 | $17.6M |
| JNBA Financial Advisors | 1.53% | Reduce -1.4% | 386,322 | $17.5M |
| Sound Portfolio Advisors, LLC | 14.64% | — | 385,611 | $17.4M |
| Moller Wealth Partners | 3.64% | Reduce -4.7% | 383,993 | $17.4M |
| Latko Wealth Management, Ltd. | 8.31% | Add +113.8% | 375,490 | $17.0M |
| Certified Advisory Corp | 1.51% | Add +1.2% | 365,336 | $16.5M |
| MML Investors Services, LLC | 0.04% | Reduce -1.4% | 355,454 | $16.1M |
| U.S. Capital Wealth Advisors, LLC | 0.41% | Reduce -0.5% | 345,119 | $15.6M |
| Beacon Financial Planning, Inc. | 7.14% | Add +4.2% | 327,436 | $14.8M |
| BlueSky Wealth Advisors, LLC | 1.94% | Reduce -1.2% | 325,924 | $14.7M |
| HHM Wealth Advisors, LLC | 1.72% | Reduce -0.5% | 322,126 | $14.6M |
| JHP Wealth Management, LLC | 13.34% | — | 304,816 | $13.8M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -31.7% | 296,660 | $13.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -16.0% | 291,873 | $13.3M |
| Cahill Financial Advisors Inc. | 1.41% | Add +7.1% | 284,332 | $12.9M |
| SOA Wealth Advisors, LLC. | 2.09% | Add +1.6% | 280,290 | $12.7M |
| Westover Capital Advisors, LLC | 2.30% | Add +0.2% | 279,246 | $12.6M |
| CENTRAL TRUST Co | 0.24% | Add +20.9% | 276,292 | $12.5M |
| Clarkston Capital Partners, LLC | 0.29% | Add +150.3% | 274,126 | $12.4M |
| Pennsylvania Capital Management Inc. | 3.30% | Add +5.0% | 266,240 | $12.0M |
| Collective Family Office LLC | 2.74% | Add +7.9% | 264,541 | $12.0M |
| Alpha Omega Wealth Management LLC | 1.97% | Add +2.5% | 262,329 | $11.9M |
| J.E. Simmons & Co., P.C. | 7.57% | — | 258,276 | $11.7M |
| Aspiriant, LLC | 0.33% | Add +2.0% | 257,403 | $11.6M |
| KRM Wealth Management L.L.C. | 6.36% | — | 256,713 | $11.6M |
| 1900 Wealth Management LLC | 0.71% | Reduce -0.5% | 244,129 | $11.0M |
| Your Advocates Ltd., LLP | 3.55% | Reduce -1.3% | 240,610 | $10.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +120.6% | 239,671 | $10.8M |
| Financial Consulate, Inc. | 1.45% | Reduce -2.3% | 234,290 | $10.6M |
| Cerro Pacific Wealth Advisors LLC | 2.84% | Add +5.1% | 233,097 | $10.5M |
| Cherry Tree Wealth Management, LLC | 2.22% | Add +1.3% | 232,481 | $10.5M |
| MorganRosel Wealth Management, LLC | 2.62% | Add +12.4% | 231,875 | $10.5M |
| Bruce G. Allen Investments, LLC | 7.04% | Reduce -0.3% | 230,138 | $10.4M |
| Arcadia Investment Advisors LLC | 4.84% | Reduce -2.9% | 230,042 | $10.4M |
| &partners | 0.05% | Add +3.1% | 228,493 | $10.3M |
| FAS Wealth Partners, Inc. | 0.65% | Add +0.7% | 223,694 | $10.1M |
| Flatrock Wealth Partners LLC | 4.85% | — | 223,534 | $10.1M |
| Assetmark, Inc. | 0.02% | Add +13.3% | 215,993 | $9.8M |
| Corient Private Wealth LP | 0.01% | Reduce -90.8% | 214,815 | $9.7M |
| Quantinno Capital Management LP | 0.02% | Add +41.3% | 212,448 | $9.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +13.8% | 208,259 | $9.4M |
| Beacon Financial Group | 0.93% | Add +143.6% | 207,130 | $9.4M |
| Visionary Horizons, LLC | 4.81% | Add +21.1% | 205,534 | $9.3M |
| Summit Financial, LLC | 0.14% | Reduce -0.7% | 205,465 | $9.3M |
| Asset Allocation Strategies LLC | 1.68% | Add +5.6% | 201,114 | $9.1M |
| Lee Financial Co | 1.22% | Reduce -2.1% | 200,285 | $9.1M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +14.9% | 198,621 | $9.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Reduce -1.0% | 197,812 | $8.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.86% | Add +0.8% | 196,261 | $8.9M |
| Washington Trust Advisors, Inc. | 0.66% | Add +1.8% | 192,361 | $8.7M |
| Oppenheimer & Co. Inc. | 0.12% | Add +5.0% | 191,032 | $8.6M |
| IFG Advisory, LLC | 0.38% | Add +1.8% | 190,834 | $8.6M |
| Sound Stewardship, LLC | 4.06% | Reduce -0.8% | 187,448 | $8.5M |
| Principal Securities, Inc. | 0.13% | Add +10.5% | 186,582 | $8.4M |
| Towne Trust Company, N.A | 2.59% | Add +25.0% | 183,454 | $8.3M |
| William Mack & Associates, Inc. | 3.77% | Add +45.7% | 176,996 | $8.0M |
| Firestone Capital Management | 1.68% | Add +2.9% | 175,287 | $7.9M |
| Northland Capital Management LLC | 4.42% | Add +29.5% | 174,585 | $7.9M |
| Diversify Wealth Management, LLC | 0.37% | Add +131.7% | 168,169 | $7.8M |
| Williams Financial, LLC | 4.51% | New | 172,386 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +5.4% | 168,458 | $7.6M |
| IFP Advisors, Inc | 0.17% | Add +21.2% | 166,112 | $7.5M |
| Ackerman Capital Advisors, LLC | 1.49% | Reduce -7.9% | 164,114 | $7.4M |
| Journey Advisory Group, LLC | 0.62% | New | 163,205 | $7.4M |
| RHS Financial, LLC | 3.59% | Add +7.4% | 162,806 | $7.4M |
| NewEdge Advisors, LLC | 0.03% | Add +58.8% | 157,673 | $7.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -8.7% | 157,384 | $7.1M |
| Guardian Financial Partners, LLC | 3.00% | Reduce -4.4% | 157,183 | $7.1M |
| LongView Wealth Management | 1.63% | Add +2.4% | 144,144 | $6.8M |
| Hengehold Capital Management LLC | 0.57% | Reduce -9.2% | 148,796 | $6.7M |
| Canandaigua National Trust Co of Florida | 4.14% | Reduce -0.4% | 146,417 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +35.5% | 145,334 | $6.6M |
| WealthCare Investment Partners, LLC | 1.91% | Reduce -0.9% | 142,784 | $6.6M |
| Ritholtz Wealth Management | 0.12% | Reduce -3.3% | 144,404 | $6.5M |
| Kavar Capital Partners Group, LLC | 0.89% | Reduce -2.7% | 143,281 | $6.5M |
| Benjamin Edwards Inc. | 0.07% | Add +3.9% | 142,253 | $6.4M |
| Forefront Wealth Partners, LLC | 3.04% | Add +2.9% | 142,059 | $6.4M |
| BCS Wealth Management | 0.64% | Add +256.9% | 140,338 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +26.6% | 139,195 | $6.3M |
| Ifrah Financial Services, Inc. | 1.60% | Reduce -2.1% | 138,224 | $6.2M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +8.4% | 134,933 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +1.9% | 133,668 | $6.0M |
| Kuhn & Co Investment Counsel | 3.98% | Add +3.0% | 131,947 | $6.0M |
| AQR Capital Management | 0.00% | Add +101.2% | 131,674 | $6.0M |
| Valmark Advisers, Inc. | 0.07% | Reduce -1.1% | 131,519 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +456.6% | 126,325 | $5.7M |
| Estate Counselors, LLC | 0.47% | Add +9.8% | 125,025 | $5.7M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Reduce -2.3% | 124,682 | $5.6M |
| Ballast Financial Advisors LLC | 5.69% | — | 122,177 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.5% | 121,111 | $5.5M |
| Alhambra Investment Management LLC | 2.55% | Reduce -2.9% | 121,098 | $5.5M |
| Aprio Wealth Management, LLC | 0.31% | Add +37.9% | 86,589 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.1% | 117,608 | $5.3M |
| Park Avenue Securities LLC | 0.04% | Add +14.0% | 117,309 | $5.3M |
| Cooke Wealth Management, LLC | 4.58% | — | 111,143 | $5.2M |
| Total Clarity Wealth Management, Inc. | 1.26% | Add +11.7% | 114,976 | $5.2M |
| Occidental Asset Management, LLC | 0.62% | Add +1.3% | 113,598 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +26.8% | 113,357 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +0.8% | 111,502 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 110,429 | $5.0M |
| Wingate Wealth Advisors, Inc. | 2.76% | Add +5.4% | 109,272 | $4.9M |
| EP Wealth Advisors, LLC | 0.03% | — | 107,413 | $4.9M |
| Timmons Wealth Management, LLC | 4.78% | — | 107,380 | $4.9M |
| Access Financial Services, Inc. | 1.71% | Add +1.0% | 103,772 | $4.7M |
| Sax Wealth Advisors, LLC | 0.22% | New | 102,718 | $4.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -48.5% | 101,278 | $4.6M |
| Sovran Advisors, LLC | 0.39% | Add +859.8% | 96,277 | $4.5M |
| Waterfront Wealth Inc. | 0.86% | Add +4.4% | 93,914 | $4.5M |
| Birchwood Financial Partners, Inc. | 4.48% | — | 99,889 | $4.5M |
| MIdWestOne Financial Group, Inc. | 0.48% | No change | 94,731 | $4.3M |
| Wealthspan Partners, LLC | 1.52% | Add +3.4% | 92,560 | $4.2M |
| Oath Planning, LLC | 4.06% | — | 91,092 | $4.1M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -1.6% | 90,994 | $4.1M |
| Lunt Capital Management, Inc. | 1.54% | Reduce -5.7% | 90,837 | $4.1M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +15.2% | 87,942 | $4.1M |
| First Pacific Financial | 0.49% | Add +7.0% | 83,645 | $3.8M |
| True North Advisors, LLC | 0.48% | New | 82,890 | $3.7M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -1.7% | 81,969 | $3.7M |
| BFI Wealth Solutions, LLC | 3.48% | — | 80,845 | $3.7M |
| Debussy Capital Management LP | 0.49% | Add +8.4% | 80,045 | $3.6M |
| Castle Wealth Management LLC | 1.18% | Reduce -1.8% | 79,112 | $3.6M |
| Brightwater Advisory LLC | 2.41% | Add +3.4% | 78,974 | $3.6M |
| National Bank of Canada | 0.00% | Add +214.7% | 78,673 | $3.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.7% | 78,550 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +15.9% | 78,534 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -4.6% | 76,766 | $3.5M |
| American Financial & Tax Strategies Inc. | 1.72% | Reduce -2.6% | 76,404 | $3.5M |
| JB Capital LLC | 0.14% | Add +30.9% | 76,335 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +7.9% | 79,036 | $3.4M |
| Ieq Capital, LLC | 0.01% | Add +12.0% | 74,878 | $3.4M |
| Gotham Asset Management | 0.01% | No change | 74,583 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +450.0% | 74,102 | $3.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 71,831 | $3.2M |
| Mather Group, Llc. | 0.03% | Reduce -1.0% | 71,330 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +409.5% | 70,636 | $3.2M |
| IFC & Insurance Marketing, Inc. | 3.13% | — | 69,792 | $3.2M |
| Sigma Planning Corp | 0.08% | Add +43.9% | 66,050 | $3.0M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -2.9% | 59,479 | $3.0M |
| Novem Group | 0.34% | Reduce -11.8% | 64,441 | $2.9M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -8.3% | 63,117 | $2.9M |
| Princeton Global Asset Management LLC | 0.46% | Add +0.1% | 62,800 | $2.8M |
| Essential Partners LLC | 0.86% | Add +5.9% | 61,424 | $2.8M |
| Centurion Wealth Management LLC | 0.61% | Add +7.3% | 61,105 | $2.8M |
| Carrera Capital Advisors | 0.46% | Reduce -1.2% | 61,019 | $2.8M |
| Triad Wealth Partners, LLC | 0.26% | Add +19.2% | 60,151 | $2.7M |
| Whipplewood Advisors, LLC | 1.74% | Reduce -5.2% | 59,819 | $2.7M |
| Savvy Advisors, Inc. | 0.09% | Add +114.1% | 59,294 | $2.7M |
| Kathmere Capital Management, LLC | 0.18% | Add +3.0% | 58,490 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.39% | Add +518.6% | 58,068 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 0.77% | Reduce -1.3% | 57,705 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Add +9.1% | 56,172 | $2.5M |
| Tempus Wealth Planning, LLC | 0.57% | Add +1.8% | 54,910 | $2.5M |
| Quadcap Wealth Management, LLC | 0.28% | Add +0.2% | 54,552 | $2.5M |
| Lakewood Asset Management LLC | 1.42% | Add +4.8% | 53,561 | $2.4M |
| Curtis Advisory Group, LLC | 0.51% | Add +15.3% | 53,252 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | New | 53,014 | $2.4M |
| Roehl & Yi Investment Advisors, LLC | 0.96% | Add +13.4% | 57,751 | $2.4M |
| Haven Private, LLC | 1.03% | Reduce -1.8% | 52,295 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | No change | 51,987 | $2.4M |
| Heritage Wealth Management, Inc. | 0.65% | Add +28.9% | 51,669 | $2.3M |
| Quadrature Capital Ltd | 0.02% | New | 51,477 | $2.3M |
| Aspiring Ventures, LLC | 0.84% | Add +2.4% | 51,437 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.0% | 51,391 | $2.3M |
| Capital Square, LLC | 1.14% | Add +5.3% | 49,391 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -15.9% | 49,180 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.4% | 49,049 | $2.2M |
| Traub Capital Management LLC | 2.10% | Add +4.6% | 48,302 | $2.2M |
| L.K. Benson & Company, P.C. | 1.09% | Add +0.4% | 48,127 | $2.2M |
| Cutler Investment Counsel LLC | 0.22% | Add +7.2% | 47,642 | $2.2M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +25.4% | 47,596 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 47,333 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +12.6% | 47,045 | $2.1M |
| Composition Wealth, LLC | 0.03% | Reduce -1.1% | 46,307 | $2.1M |
| Nvest Wealth Strategies, Inc. | 1.54% | — | 46,154 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -5.0% | 45,800 | $2.1M |
| Clearview Wealth Advisors LLC | 1.31% | Reduce -1.0% | 45,634 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +6.4% | 45,521 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +4.6% | 47,354 | $2.0M |
| Mason Investment Advisory Services, Inc. | 0.10% | Add +2.5% | 44,934 | $2.0M |
| Rollins Financial Advisors, LLC | 0.30% | Reduce -6.3% | 44,807 | $2.0M |
| Sowell Financial Services LLC | 0.07% | New | 44,096 | $2.0M |
| Rf&l Wealth Management, LLC | 1.11% | Reduce -7.1% | 43,674 | $2.0M |
| Brooks, Moore & Associates, Inc. | 0.97% | Add +39.7% | 43,661 | $2.0M |
| McGrath & Associates, Inc. | 2.78% | Reduce -3.7% | 43,308 | $2.0M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -6.8% | 43,106 | $1.9M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -5.1% | 42,812 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.33% | Add +2.6% | 42,537 | $1.9M |
| Betterment LLC | 0.00% | Reduce -4.9% | 42,125 | $1.9M |
| Dupree Financial Group, LLC | 0.69% | Reduce -2.4% | 41,823 | $1.9M |
| Bristlecone Value Partners, LLC | 2.14% | — | 41,002 | $1.9M |
| Magnolia Private Wealth, LLC | 1.29% | Reduce -1.6% | 40,843 | $1.8M |
| Stage Harbor Financial, LLC | 1.23% | No change | 40,424 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +26.6% | 40,264 | $1.8M |
| Liberty Square Wealth Partners LLC | 0.51% | Reduce -3.8% | 39,897 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | Reduce -6.3% | 39,177 | $1.8M |
| Argos Wealth Advisors, LLC | 0.48% | — | 39,165 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +105.2% | 38,993 | $1.8M |
| Almanack Investment Partners, LLC. | 0.30% | Add +42.1% | 38,712 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +5.4% | 38,712 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +17.9% | 37,632 | $1.7M |
| Westmount Partners, LLC | 0.42% | Add +0.3% | 37,577 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 37,049 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.56% | Reduce -0.1% | 36,991 | $1.7M |
| Silver Oak Securities, Incorporated | 0.11% | Add +36.9% | 36,451 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | — | 36,562 | $1.7M |
| Cidel Asset Management Inc. | 0.12% | Reduce -3.6% | 36,535 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Add +8.3% | 36,387 | $1.6M |
| Red Reef Advisors LLC | 1.65% | — | 35,792 | $1.6M |
| Directional Asset Management | 1.40% | — | 35,313 | $1.6M |
| Stokes Family Office, LLC | 0.14% | Reduce -77.2% | 35,067 | $1.6M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -0.3% | 34,911 | $1.6M |
| Archvest Wealth Advisors, Inc. | 0.98% | Add +2.1% | 33,848 | $1.5M |
| Montag A & Associates Inc. | 0.07% | New | 33,440 | $1.5M |
| Lutz Financial Services LLC | 0.10% | Reduce -1.3% | 33,329 | $1.5M |
| Creekside Partners | 0.63% | Add +0.3% | 33,075 | $1.5M |
| Elevation Wealth Partners, LLC | 0.52% | Reduce -4.5% | 32,726 | $1.5M |
| Northwest Wealth Management, LLC | 0.23% | Add +0.1% | 32,559 | $1.5M |
| Essential Investment Partners LLC | 1.38% | — | 32,535 | $1.5M |
| JT Stratford LLC | 0.19% | Reduce -4.1% | 32,473 | $1.5M |
| 17 Capital Partners, LLC | 0.76% | Reduce -1.4% | 32,283 | $1.5M |
| DDD Partners, LLC | 0.09% | Add +3.4% | 32,175 | $1.5M |
| Warner Financial, Inc. | 0.50% | Add +20.0% | 31,571 | $1.4M |
| Brand Asset Management Group, Inc. | 0.38% | Reduce -19.5% | 30,383 | $1.4M |
| WealthShield Partners, LLC | 0.15% | Reduce -20.6% | 30,355 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +236.2% | 30,194 | $1.4M |
| Renaissance Technologies | 0.00% | New | 30,000 | $1.4M |
| Marshall Financial Group, LLC | 0.26% | Reduce -6.4% | 29,705 | $1.3M |
| Solstein Capital, LLC | 0.54% | Add +30036.7% | 29,534 | $1.3M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | — | 29,450 | $1.3M |
| Phil A. Younker & Associates, Ltd. | 0.92% | No change | 29,230 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.67% | Add +3.1% | 27,866 | $1.3M |
| Trivium Point Advisory, LLC | 0.13% | Reduce -0.5% | 29,058 | $1.3M |
| Allworth Financial LP | 0.01% | Add +336.9% | 28,558 | $1.3M |
| Bank of Montreal | 0.00% | Add +11.6% | 28,246 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.22% | Reduce -1.9% | 28,136 | $1.3M |
| Meridian Investment Counsel Inc. | 0.31% | Add +6.0% | 28,054 | $1.3M |
| Eagle Strategies LLC | 0.16% | Add +1.2% | 27,747 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.20% | Reduce -1.5% | 27,151 | $1.2M |
| Pacific Park Financial, Inc. | 0.76% | — | 26,748 | $1.2M |
| KM Capital Management Ltd. | 0.62% | No change | 26,690 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | Reduce -29.3% | 26,523 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.3% | 26,508 | $1.2M |
| Quantum Portfolio Management LLC | 0.52% | Reduce -41.2% | 26,284 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -2.0% | 26,165 | $1.2M |
| Balentine LLC | 0.04% | Reduce -1.4% | 26,088 | $1.2M |
| Patten Group, Inc. | 0.21% | New | 25,549 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.38% | Reduce -2.6% | 25,070 | $1.1M |
| Wealth Advisory Team LLC | 0.97% | — | 24,380 | $1.1M |
| First County Bank | 0.58% | No change | 24,277 | $1.1M |
| Invst, LLC | 0.12% | Add +16.0% | 24,241 | $1.1M |
| Financial Perspectives, Inc | 0.30% | No change | 24,230 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +12.5% | 24,200 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -25.1% | 24,095 | $1.1M |
| Maseco LLP | 0.05% | New | 24,076 | $1.1M |
| Swisher Financial Concepts, Inc. | 0.61% | Reduce -3.0% | 23,916 | $1.1M |
| Menlo Advisors LLC | 0.48% | Add +0.3% | 23,846 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Add +106.6% | 23,795 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -18.4% | 23,499 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 22,657 | $1.0M |
| LVW Advisors, LLC | 0.10% | Reduce -1.9% | 22,262 | $1.0M |
| CPC Advisors, LLC | 0.10% | Reduce -1.4% | 22,233 | $1.0M |
| Principia Wealth Advisory, LLC | 0.63% | Reduce -22.8% | 22,142 | $1.0M |
| Mayfair Advisory Group, LLC | 0.38% | Add +8.2% | 21,459 | $985K |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 21,616 | $977K |
| Kaizen Financial Strategies | 0.43% | No change | 21,443 | $969K |
| Advus Financial Partners, LLC | 0.23% | No change | 21,330 | $964K |
| Asset Dedication, LLC | 0.06% | Add +0.0% | 20,639 | $933K |
| Altfest L J & Co. Inc. | 0.10% | Add +1.3% | 20,632 | $933K |
| Integrated Advisors Network LLC | 0.04% | Reduce -80.9% | 20,613 | $932K |
| Asset Management Group, Inc. | 0.15% | Add +2.9% | 20,594 | $931K |
| Arax Advisory Partners | 0.03% | New | 20,558 | $929K |
| Neuberger Berman Group LLC | 0.00% | Add +7.9% | 20,539 | $929K |
| Flagship Wealth Advisors, LLC | 0.27% | No change | 20,391 | $922K |
| Beto Financial Group, LLC | 0.61% | — | 18,681 | $911K |
| Riverchase Wealth Management, LLC | 0.49% | No change | 19,908 | $900K |
| Tumwater Wealth Management, LLC | 0.36% | No change | 19,571 | $885K |
| Mosley Wealth Management | 0.40% | — | 20,242 | $882K |
| Davidson Kahn Capital Management, LLC | 0.46% | Add +0.5% | 19,437 | $879K |
| Comerica Bank | 0.00% | Reduce -12.7% | 19,401 | $877K |
| Bulwark Capital Corp | 0.62% | Add +60.3% | 19,301 | $873K |
| Larson Financial Group LLC | 0.03% | Reduce -23.2% | 19,152 | $866K |
| Everhart Financial Group, Inc. | 0.08% | Add +19.1% | 19,109 | $864K |
| Whitener Capital Management, Inc. | 0.20% | Add +4.2% | 19,033 | $860K |
| NorthRock Partners, LLC | 0.01% | Add +14.5% | 18,909 | $855K |
| BlackRock, Inc. | 0.00% | Add +27.6% | 18,797 | $850K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.8% | 18,700 | $845K |
| Boyce & Associates Wealth Consulting, Inc. | 0.70% | Add +1.7% | 18,483 | $836K |
| Diversified Portfolios, Inc. | 0.07% | No change | 18,116 | $819K |
| Capital Investment Advisors, LLC | 0.01% | Add +29.7% | 18,031 | $815K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 17,801 | $805K |
| Kings Path Partners LLC | 0.28% | No change | 17,742 | $802K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -33.8% | 17,696 | $800K |
| US Bancorp \de | 0.00% | Reduce -5.5% | 17,666 | $799K |
| Two Sigma Securities, LLC | 0.11% | Add +52.6% | 17,529 | $792K |
| Atria Investments, Inc | 0.01% | Add +1.9% | 17,509 | $792K |
| Mgo One Seven LLC | 0.02% | Add +165.1% | 17,388 | $786K |
| Mission Wealth Management, LP | 0.02% | Reduce -17.7% | 16,962 | $767K |
| PCA Investment Advisory Services Inc. | 0.27% | Reduce -9.9% | 16,886 | $763K |
| Stone Summit Wealth LLC | 0.21% | Reduce -9.0% | 16,882 | $763K |
| Francis Financial, Inc. | 0.15% | No change | 16,654 | $753K |
| Triangle Securities Wealth Management | 0.16% | Add +8.5% | 16,648 | $753K |
| Eq Wealth Advisors, LLC | 0.44% | Add +20.6% | 16,627 | $752K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 16,321 | $738K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,316 | $738K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -0.2% | 16,102 | $728K |
| Evanson Asset Management, LLC | 0.04% | Add +0.4% | 16,052 | $726K |
| Colonial Trust Co / SC | 0.10% | No change | 16,029 | $725K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +1.6% | 15,875 | $718K |
| Wedmont Private Capital | 0.02% | Reduce -5.5% | 15,311 | $706K |
| Keyvantage Wealth, LLC | 0.30% | No change | 15,589 | $705K |
| Strategic Family Wealth Counselors, L.L.C. | 0.16% | No change | 14,968 | $699K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -2.6% | 15,408 | $697K |
| Clarity Capital Advisors, LLC | 0.34% | Add +3.0% | 15,159 | $685K |
| Truist Financial Corp. | 0.00% | Add +4.5% | 15,153 | $685K |
| Vanguard Group Inc. | 0.00% | Add +35.9% | 15,051 | $680K |
| Keystone Financial Group | 0.05% | Add +1.9% | 15,041 | $680K |
| Van Den Berg Management I, Inc. | 0.16% | Add +7.2% | 15,033 | $680K |
| Appleton Partners Inc. | 0.04% | Reduce -0.7% | 14,656 | $663K |
| Bluedoor Private Wealth, LLC | 0.30% | — | 14,601 | $660K |
| G2 Capital Management, LLC / Oh | 0.16% | No change | 14,580 | $659K |
| City Center Advisors, LLC | 0.60% | Add +5.2% | 14,525 | $657K |
| Bokf, NA | 0.01% | Reduce -37.5% | 14,471 | $654K |
| Synergy Investment Management, LLC | 0.23% | Add +56.0% | 14,426 | $652K |
| Strategic Blueprint, LLC | 0.04% | Add +31.1% | 14,364 | $649K |
| Revolve Wealth Partners, LLC | 0.08% | No change | 14,239 | $644K |
| Detalus Advisors, LLC | 0.16% | Add +7.1% | 14,193 | $642K |
| Index Technologies Group LLC | 0.67% | — | 14,116 | $638K |
| PDS Planning, Inc | 0.04% | Add +0.4% | 14,002 | $633K |
| Independent Advisor Alliance | 0.02% | Add +136.0% | 13,932 | $630K |
| Downshift Financial, LLC | 0.39% | — | 12,852 | $628K |
| Kiley Juergens Wealth Management, LLC | 0.14% | No change | 13,841 | $626K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +6.1% | 13,732 | $621K |
| Independent Financial Group, LLC | 0.01% | Add +17.3% | 13,610 | $615K |
| James Investment Research, Inc. | 0.07% | Reduce -9.8% | 13,541 | $612K |
| 5T Wealth, LLC | 0.24% | No change | 13,119 | $593K |
| Red Mountain Financial, LLC | 0.58% | Reduce -6.5% | 13,118 | $593K |
| Creative Financial Designs Inc. | 0.04% | Add +12.9% | 12,963 | $586K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.7% | 12,913 | $584K |
| Keybank National Association | 0.00% | Add +156.1% | 12,759 | $577K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.2% | 12,700 | $574K |
| Johnson Investment Counsel Inc. | 0.00% | Add +13.8% | 12,571 | $568K |
| Victory Financial Group, LLC | 0.07% | Reduce -0.5% | 12,508 | $565K |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.9% | 12,422 | $562K |
| J. Derek Lewis & Associates Inc. | 0.13% | — | 12,257 | $554K |
| Values Added Financial LLC | 0.23% | No change | 12,201 | $552K |
| Security Financial Services, INC. | 0.09% | Add +2.6% | 12,186 | $551K |
| Range Advisory, LLC | 0.14% | — | 11,989 | $542K |
| Argent Trust Co | 0.02% | Reduce -18.6% | 11,970 | $541K |
| Cadence Bank | 0.03% | New | 11,687 | $528K |
| Compound Planning, Inc. | 0.02% | Add +1.4% | 11,621 | $525K |
| Seed Wealth Management, Inc. | 0.36% | No change | 11,549 | $522K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +3.9% | 11,548 | $522K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.2% | 11,502 | $520K |
| Cambridge Financial Group, LLC | 0.18% | Add +3.0% | 15,625 | $519K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.4% | 11,361 | $514K |
| Csenge Advisory Group | 0.02% | Add +1.0% | 11,355 | $513K |
| GeoWealth Management, LLC | 0.02% | Add +17.9% | 11,206 | $507K |
| SouthState Bank Corp | 0.02% | Reduce -11.8% | 11,144 | $504K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -4.5% | 11,086 | $501K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -48.8% | 11,025 | $498K |
| Accredited Investors Inc. | 0.03% | Reduce -3.0% | 11,017 | $498K |
| Root Financial Partners, LLC | 0.03% | Add +97.6% | 10,998 | $497K |
| AE Wealth Management LLC | 0.00% | Add +17.6% | 10,976 | $496K |
| NBT Bank, N.A. | 0.03% | Reduce -0.1% | 10,970 | $496K |
| Private Wealth Management Group, LLC | 0.13% | No change | 10,907 | $493K |
| Capital Analysts, LLC | 0.01% | Add +5.5% | 10,887 | $492K |
| HUB Investment Partners, LLC | 0.01% | Add +5.7% | 10,866 | $491K |
| Qube Research & Technologies Ltd | 0.00% | Add +7247.6% | 10,801 | $488K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -14.7% | 10,796 | $488K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 10,782 | $487K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,751 | $486K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -46.6% | 10,732 | $485K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.3% | 10,696 | $483K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +0.1% | 10,643 | $481K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 10,619 | $480K |
| CoreCap Advisors, LLC | 0.02% | Reduce -22.0% | 10,499 | $475K |
| SigFig Wealth Management, LLC | 0.01% | Add +3.8% | 10,452 | $473K |
| Prospera Financial Services Inc | 0.01% | New | 10,404 | $470K |
| JMG Financial Group, Ltd. | 0.01% | Add +21.8% | 10,313 | $466K |
| Alpha Cubed Investments, LLC | 0.02% | Add +65.8% | 10,206 | $461K |
| Ehrlich Financial Group | 0.26% | Add +68.1% | 10,120 | $458K |
| Mutual Advisors, LLC | 0.01% | Add +11.3% | 10,022 | $453K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.1% | 10,009 | $453K |
| Round Rock Advisors LLC | 0.07% | No change | 9,979 | $451K |
| Regal Investment Advisors LLC | 0.03% | Add +3.5% | 9,901 | $448K |
| Monetary Solutions, Ltd | 0.44% | — | 9,791 | $443K |
| Avantra Family Wealth, Inc. | 0.32% | Add +7.5% | 9,764 | $441K |
| Freestone Capital Holdings, LLC | 0.01% | Add +4.0% | 9,761 | $441K |
| Selective Wealth Management, Inc. | 0.13% | No change | 9,088 | $428K |
| Diversified Management Inc. | 0.10% | — | 9,368 | $424K |
| International Assets Investment Management, LLC | 0.03% | Add +36.3% | 9,257 | $419K |
| Sei Investments Co. | 0.00% | New | 9,234 | $417K |
| Frankly Finances, LLC | 0.40% | — | 9,214 | $417K |
| World Investment Advisors | 0.01% | Add +51.0% | 9,192 | $416K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.6% | 9,162 | $414K |
| Gambit Capital Management, LLC | 0.30% | — | 9,148 | $414K |
| Werba Rubin Papier Wealth Management | 0.11% | No change | 9,144 | $413K |
| Western Wealth Management, LLC | 0.02% | Reduce -4.9% | 9,099 | $411K |
| Crusonia Wealth Advisors LLC | 0.09% | — | 9,094 | $411K |
| Addison Advisors LLC | 0.09% | No change | 9,035 | $408K |
| Arkadios Wealth Advisors | 0.01% | Add +13.1% | 9,006 | $407K |
| Canvas Wealth Advisors, LLC | 0.07% | No change | 8,915 | $403K |
| WESPAC Advisors, LLC | 0.22% | Reduce -53.7% | 8,858 | $400K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.0% | 8,848 | $400K |
| Vision Retirement, LLC | 0.11% | — | 8,826 | $399K |
| Obsidian Cio, LLC | 0.59% | New | 8,811 | $398K |
| Foundations Investment Advisors, LLC | 0.01% | Add +23.1% | 8,764 | $396K |
| Ellevest, Inc. | 0.05% | No change | 8,673 | $392K |
| NewEdge Wealth, LLC | 0.00% | No change | 8,511 | $385K |
| Texas Yale Capital Corp. | 0.01% | No change | 8,461 | $383K |
| Parallel Advisors, LLC | 0.01% | Reduce -23.5% | 8,309 | $376K |
| Lauterbach Financial Advisors, LLC | 0.18% | Reduce -1.3% | 8,225 | $372K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -63.7% | 8,205 | $371K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.7% | 8,135 | $368K |
| Lanark Financial, Inc. | 0.03% | Add +60.2% | 8,107 | $367K |
| Choreo, LLC | 0.00% | Reduce -20.0% | 7,948 | $361K |
| Noesis Capital Mangement Corp. | 0.05% | Add +4.8% | 7,954 | $360K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.2% | 7,922 | $358K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -1.4% | 7,825 | $354K |
| William Howard & Co Financial Advisors Inc | 0.30% | Add +3.0% | 7,822 | $354K |
| Partners Wealth Management, LLC | 0.37% | Add +27.2% | 7,762 | $351K |
| Perissos Private Wealth Management, LLC | 0.30% | Add +27.6% | 7,757 | $351K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.5% | 7,754 | $351K |
| Factor Wealth Management LTD | 0.08% | Add +2.7% | 7,747 | $350K |
| KLCM Advisors, Inc. | 0.03% | New | 7,736 | $350K |
| KCM Investment Advisors LLC | 0.01% | No change | 7,715 | $349K |
| SageView Advisory Group, LLC | 0.01% | Add +3.3% | 7,686 | $347K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.6% | 7,584 | $343K |
| Brio Consultants, LLC | 0.04% | Add +51.7% | 7,573 | $342K |
| First Horizon Corp. | 0.02% | Reduce -22.2% | 7,558 | $342K |
| Harbour Investment Management LLC | 0.18% | No change | 7,539 | $341K |
| Auxano Advisors, LLC | 0.07% | Add +54.0% | 7,528 | $340K |
| Opus Financial Solutions LLC | 0.32% | — | 7,499 | $339K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.4% | 7,478 | $338K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -15.8% | 7,013 | $337K |
| Facet Wealth, Inc. | 0.01% | Add +27.2% | 6,912 | $337K |
| Cresset Asset Management, LLC | 0.00% | Add +12.2% | 7,445 | $337K |
| Elgethun Capital Management | 0.06% | Add +1.1% | 7,367 | $333K |
| Apella Capital, LLC | 0.01% | New | 7,298 | $330K |
| Caerus Investment Advisors, LLC | 0.11% | Add +0.6% | 7,270 | $329K |
| Vermillion Wealth Management, Inc. | 0.13% | New | 7,240 | $327K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,229 | $327K |
| Brown Advisory Inc. | 0.00% | No change | 7,227 | $327K |
| Millstone Evans Group, LLC | 0.19% | New | 7,190 | $325K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.7% | 7,183 | $325K |
| Curi Capital, LLC | 0.01% | New | 7,175 | $324K |
| Plan A Wealth LLC | 0.16% | Add +0.2% | 7,100 | $321K |
| Condor Capital Management | 0.03% | Reduce -0.2% | 6,997 | $316K |
| Bell Bank | 0.01% | Reduce -1.6% | 6,994 | $316K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +45.0% | 6,981 | $316K |
| Seven Mile Advisory | 0.06% | Reduce -12.8% | 6,980 | $316K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -41.8% | 6,950 | $314K |
| Clark Asset Management, LLC | 0.03% | No change | 6,944 | $314K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,864 | $310K |
| PFG Advisors | 0.02% | Add +26.0% | 6,858 | $310K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,773 | $306K |
| Empower Advisory Group, LLC | 0.00% | Reduce -40.6% | 6,767 | $306K |
| Asio Capital, LLC | 0.04% | Add +26.4% | 6,726 | $304K |
| West Wealth Group, LLC | 0.06% | Reduce -1.5% | 6,676 | $302K |
| Ade, LLC | 0.15% | No change | 6,653 | $301K |
| Hilltop Holdings Inc. | 0.02% | Add +17.9% | 6,645 | $300K |
| Crescent Sterling, Ltd. | 0.30% | Add +3.6% | 6,554 | $296K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -1.9% | 6,550 | $296K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.4% | 6,504 | $296K |
| Catalyst Investment Management LLC | 0.28% | — | 6,526 | $295K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -2.8% | 6,503 | $294K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 6,500 | $294K |
| MCF Advisors LLC | 0.02% | Add +2.9% | 6,485 | $293K |
| Global Assets Advisory, LLC | 0.08% | Add +22.2% | 6,480 | $293K |
| Versant Capital Management, Inc | 0.04% | Reduce -48.4% | 6,432 | $291K |
| Signaturefd, LLC | 0.00% | No change | 6,386 | $289K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 6,257 | $283K |
| Manuka Financial, LLC | 0.17% | No change | 6,214 | $281K |
| Tortoise Investment Management, LLC | 0.02% | No change | 6,196 | $280K |
| Elite Financial, Inc. | 0.13% | Add +1.1% | 6,199 | $280K |
| Evercore Wealth Management, LLC | 0.00% | No change | 6,186 | $280K |
| Glenview Trust Co | 0.00% | No change | 6,179 | $279K |
| Gradient Investments LLC | 0.00% | No change | 6,178 | $279K |
| Whittier Trust Co. | 0.00% | No change | 6,021 | $279K |
| WealthCollab, LLC | 0.11% | Add +708.8% | 6,163 | $279K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -0.8% | 6,088 | $275K |
| CFO4Life Group, LLC | 0.04% | Add +3.0% | 6,084 | $275K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.2% | 5,961 | $269K |
| Front Row Advisors LLC | 0.09% | Add +3.7% | 5,924 | $268K |
| Members Trust Co | 0.01% | No change | 5,873 | $266K |
| Leuthold Group, LLC | 0.03% | No change | 5,781 | $261K |
| Soltis Investment Advisors LLC | 0.02% | New | 5,731 | $259K |
| XTX Topco Ltd | 0.01% | New | 5,721 | $259K |
| Wealth Forward, LLC | 0.15% | Add +9.3% | 5,718 | $259K |
| Sfmg, LLC | 0.02% | New | 5,676 | $257K |
| Channel Wealth LLC | 0.06% | Add +0.1% | 5,666 | $256K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 5,658 | $256K |
| Motco | 0.02% | No change | 5,613 | $254K |
| Sonoma Private Wealth LLC | 0.31% | New | 5,607 | $253K |
| HB Wealth Management, LLC | 0.00% | Add +7.5% | 5,580 | $252K |
| McCartney Wealth Management LLC | 0.22% | — | 5,570 | $252K |
| Coastwise Capital Group, LLC | 0.13% | Add +2.5% | 5,560 | $251K |
| Summitry LLC | 0.01% | New | 5,494 | $248K |
| Fisher Asset Management | 0.00% | Reduce -60.8% | 5,487 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +36.7% | 5,477 | $248K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.5% | 5,473 | $247K |
| Brookstone Capital Management | 0.00% | Reduce -5.3% | 5,430 | $245K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -4.5% | 5,413 | $245K |
| Cadia Private Client LLC | 0.19% | — | 5,384 | $243K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Reduce -12.3% | 5,353 | $242K |
| Caprock Group, LLC | 0.01% | Reduce -0.2% | 5,350 | $242K |
| Patten & Patten Inc. | 0.01% | No change | 5,208 | $235K |
| Carter Financial, LLC | 0.21% | — | 5,183 | $234K |
| Lafayette Investments, Inc. | 0.04% | No change | 5,076 | $229K |
| MBE Wealth Management, LLC | 0.10% | Reduce -3.6% | 5,071 | $229K |
| Tactive Advisors, LLC | 0.07% | New | 5,063 | $229K |
| Empirical Asset Management, LLC | 0.06% | Add +2.9% | 5,047 | $228K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.3% | 5,003 | $226K |
| Advisor OS, LLC | 0.02% | Reduce -5.5% | 4,998 | $226K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.9% | 4,992 | $226K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 4,982 | $225K |
| Wilkins Miller Wealth Management, LLC | 0.13% | Reduce -8.9% | 4,975 | $225K |
| VestGen Advisors, LLC | 0.01% | New | 4,968 | $225K |
| High Falls Advisors, Inc | 0.04% | Reduce -30.0% | 4,900 | $222K |
| Embree Financial Group | 0.03% | New | 4,864 | $220K |
| Howe & Rusling Inc. | 0.01% | Reduce -2.8% | 4,857 | $220K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.2% | 4,837 | $219K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 4,812 | $218K |
| MJP Associates Inc. | 0.03% | Reduce -5.8% | 4,778 | $216K |
| Destination Wealth Management | 0.01% | Add +1.8% | 4,765 | $215K |
| Founders Financial Securities LLC | 0.01% | New | 4,756 | $215K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -8.3% | 4,752 | $215K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.4% | 4,651 | $214K |
| Elevation Wealth Management LLC | 0.21% | — | 4,743 | $214K |
| Hutchinson Capital Management | 0.04% | No change | 4,700 | $212K |
| Silverlake Wealth Management LLC | 0.05% | New | 4,678 | $211K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 4,646 | $210K |
| Fortune Financial Group, Inc. | 0.21% | — | 4,303 | $209K |
| Tenon Financial LLC | 0.09% | New | 4,608 | $208K |
| Private Wealth Asset Management, LLC | 0.02% | New | 4,569 | $207K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 4,510 | $204K |
| Simplicity Wealth,LLC | 0.01% | Reduce -10.8% | 4,509 | $204K |
| Tiaa Trust, National Association | 0.00% | New | 4,489 | $203K |
| Crescent Grove Advisors, LLC | 0.02% | New | 4,488 | $203K |
| Fortune Financial Advisors, LLC | 0.14% | New | 4,455 | $201K |
| Oakworth Capital, Inc. | 0.01% | Reduce -1.3% | 4,222 | $191K |
| Franklin Resources Inc. | 0.00% | New | 4,190 | $189K |
| Smithfield Trust Co | 0.01% | No change | 4,040 | $183K |
| Harbor Asset Planning, Inc. | 0.16% | Reduce -0.2% | 4,037 | $183K |
| Ancora Advisors LLC | 0.00% | Add +126.9% | 4,027 | $182K |
| Abound Wealth Management | 0.04% | Add +20.5% | 3,792 | $171K |
| Sound Income Strategies, LLC | 0.01% | Add +1.8% | 3,617 | $171K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -18.9% | 3,621 | $164K |
| Integrity Financial Corp | 0.08% | Reduce -11.3% | 3,553 | $161K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +98.9% | 3,541 | $160K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,361 | $152K |
| Breakwater Investment Management | 0.05% | No change | 3,329 | $151K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Add +60.7% | 3,299 | $149K |
| McIlrath & Eck, LLC | 0.01% | Add +3.5% | 3,271 | $148K |
| Colonial Trust Advisors | 0.01% | New | 3,231 | $146K |
| Archer Investment Corp | 0.03% | Reduce -16.7% | 2,971 | $134K |
| Planning Project LLC | 0.03% | — | 2,900 | $131K |
| Woodside Wealth Management LLC | 0.09% | No change | 2,800 | $127K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,745 | $124K |
| Fifth Third Bancorp | 0.00% | New | 2,745 | $124K |
| Arlington Trust Co LLC | 0.01% | Add +51.9% | 2,713 | $123K |
| Pflug Koory, LLC | 0.05% | Add +1.3% | 2,453 | $111K |
| 1 North Wealth Services LLC | 0.04% | Add +8.3% | 2,391 | $108K |
| Russell Investments Group, Ltd. | 0.00% | Add +533.4% | 2,331 | $105K |
| Cornerstone Planning Group LLC | 0.02% | Add +73.4% | 2,109 | $103K |
| Valley National Advisers Inc. | 0.01% | No change | 2,230 | $100K |
| Fairway Wealth LLC | 0.03% | Reduce -9.5% | 2,210 | $100K |
| Private Trust Co. NA | 0.01% | Add +10.7% | 2,209 | $100K |
| Activest Wealth Management | 0.02% | New | 2,086 | $94K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -1.8% | 1,963 | $89K |
| Anchor Investment Management, LLC | 0.01% | Add +105.2% | 1,960 | $89K |
| High Note Wealth, LLC | 0.02% | New | 1,822 | $82K |
| Glassman Wealth Services | 0.01% | No change | 1,796 | $81K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 1,791 | $81K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,746 | $79K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,719 | $78K |
| Clean Yield Group | 0.02% | No change | 1,693 | $77K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,656 | $75K |
| Dunhill Financial, LLC | 0.02% | No change | 1,621 | $73K |
| Daytona Street Capital LLC | 0.06% | — | 1,590 | $72K |
| Weaver Capital Management LLC | 0.01% | No change | 1,571 | $71K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,557 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -2.3% | 1,549 | $70K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,544 | $70K |
| Bessemer Group Inc. | 0.00% | No change | 1,548 | $70K |
| Windsor Advisory Group, LLC | 0.06% | New | 1,510 | $68K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,500 | $68K |
| Caitlin John, LLC | 0.04% | No change | 1,493 | $67K |
| UMB Bank, n.a. | 0.00% | New | 1,425 | $64K |
| Operose Advisors LLC | 0.01% | No change | 1,339 | $61K |
| Wilkerson Advisory Group LLC | 0.02% | — | 1,296 | $59K |
| Spire Wealth Management | 0.00% | Add +22.8% | 1,266 | $57K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +121.4% | 1,262 | $57K |
| Triumph Capital Management | 0.01% | New | 1,233 | $56K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,200 | $54K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,193 | $54K |
| Hoey Investments, Inc. | 0.01% | No change | 1,182 | $53K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,177 | $53K |
| Family Capital Trust Co | 0.02% | Reduce -16.7% | 1,149 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -11.0% | 1,114 | $50K |
| Key Financial Inc | 0.01% | No change | 1,107 | $50K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,091 | $49K |
| HighMark Wealth Management LLC | 0.02% | New | 1,090 | $49K |
| Aspect Partners, LLC | 0.02% | No change | 1,077 | $49K |
| American National Bank & Trust | 0.00% | No change | 1,046 | $47K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -7.3% | 1,017 | $46K |
| Adirondack Trust Co. | 0.01% | Add +25.6% | 951 | $43K |
| Phillips Financial Management, LLC | 0.00% | Add +220.3% | 948 | $43K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 941 | $43K |
| North Star Investment Management Corp. | 0.00% | No change | 905 | $41K |
| Team Financial Group, LLC | 0.02% | Reduce -20.2% | 895 | $40K |
| Quattro Advisors LLC | 0.03% | — | 820 | $37K |
| PFS Partners, LLC | 0.02% | No change | 800 | $36K |
| TD Capital Management LLC | 0.00% | New | 788 | $36K |
| CDKV Holdings LLC | 0.03% | — | 736 | $33K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 725 | $33K |
| Bellevue Asset Management, LLC | 0.01% | Add +2.9% | 719 | $33K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.8% | 688 | $31K |
| Crewe Advisors LLC | 0.00% | No change | 661 | $30K |
| Intelligent Financial Strategies | 0.01% | No change | 646 | $29K |
| Tompkins Financial Corp. | 0.00% | No change | 632 | $29K |
| Rialto Wealth Management, LLC | 0.01% | Add +95.6% | 628 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Add +76.5% | 607 | $27K |
| Navalign, LLC | 0.01% | New | 568 | $26K |
| JDM Financial Group LLC | 0.01% | No change | 560 | $25K |
| Pinney & Scofield, Inc. | 0.01% | Add +2.6% | 555 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 543 | $24K |
| HM Payson & Co. | 0.00% | No change | 528 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +67.7% | 503 | $23K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 494 | $22K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 470 | $21K |
| Delta Asset Management LLC | 0.00% | Add +28.4% | 452 | $20K |
| Rossby Financial, LCC | 0.01% | Add +8.6% | 444 | $20K |
| MidFirst Bank | 0.00% | — | 426 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 401 | $18K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 386 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 371 | $17K |
| Godsey & Gibb, Inc. | 0.00% | Add +51.9% | 363 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 356 | $16K |
| Citigroup Inc. | 0.00% | Reduce -72.6% | 350 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 338 | $15K |
| ORG Partners LLC | 0.00% | No change | 337 | $15K |
| Noble Wealth Management PBC | 0.01% | No change | 334 | $15K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +3.1% | 333 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 323 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 317 | $14K |
| Lodestone Wealth Management LLC | 0.01% | New | 316 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 295 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 281 | $13K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -15.3% | 276 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Add +32.4% | 245 | $11K |
| Avion Wealth | 0.00% | Reduce -29.7% | 249 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 230 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $10K |
| Optima Capital LLC | 0.00% | New | 195 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 186 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 185 | $8K |
| MV Capital Management, Inc. | 0.00% | No change | 168 | $8K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 157 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 152 | $7K |
| Wiser Advisor Group LLC | 0.01% | Add +3.0% | 139 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 138 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +95.8% | 141 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 112 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 102 | $5K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 93 | $4K |
| Eastern Bank | 0.00% | No change | 84 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 78 | $4K |
| Greenline Wealth Management LLC | 0.00% | — | 79 | $4K |
| Prosperity Bancshares Inc | 0.00% | — | 78 | $4K |
| Quent Capital, LLC | 0.00% | New | 70 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 66 | $3K |
| Curio Wealth, LLC | 0.00% | No change | 64 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 53 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +3.9% | 53 | $2K |
| Key Capital Management, INC | 0.00% | — | 52 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 51 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $2K |
| Graney & King, LLC | 0.00% | Add +4.3% | 49 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 35 | $2K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -94.8% | 34 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 32 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 27 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 21 | $949 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $656 |
| Blue Trust, Inc. | 0.00% | Reduce -99.3% | 13 | $588 |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $362 |
| WFA of San Diego, LLC | 0.00% | No change | 7 | $316 |
| 10Elms LLP | 0.00% | No change | 2 | $90 |
"% of holder's portfolio" is FNDF's weight in each manager's 13F, not the share of Schwab Fndmn Intl LRG Co. ETF the manager owns.