Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q1 2026 (March 31)825holders +53
91new positions
40sold out
3famous investors
$48.92avg. 13F price*
At the end of Q1 2026, 825 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 53 from Q4 2025. 91 opened new positions and 40 sold out. The largest holders were Charles Schwab Investment Management Inc. ($7.0B), Wealth Enhancement Advisory Services, LLC ($707.7M) and Regions Financial Corp. ($452.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $122.6M |
| Exits | 40 | $132.8M |
All 13F filers, Q4 2025 → Q1 2026: 13,331,852 shares bought and 16,095,118 shares sold, net −2,763,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 825 holders
| Charles Schwab Investment Management Inc. | 1.07% | Reduce -2.4% | 143,031,375 | $7.0B |
| Wealth Enhancement Advisory Services, LLC | 1.56% | Reduce -20.9% | 14,592,927 | $707.7M |
| Regions Financial Corp. | 2.94% | Add +0.9% | 9,245,351 | $452.4M |
| Bank of America Corp. | 0.03% | Add +2.8% | 8,329,856 | $407.6M |
| Morgan Stanley | 0.02% | Reduce -20.5% | 6,879,535 | $336.6M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +1.4% | 6,120,157 | $299.5M |
| Wells Fargo & Company | 0.06% | Reduce -1.1% | 5,917,776 | $289.6M |
| Captrust Financial Advisors | 0.35% | Add +19.0% | 4,043,914 | $197.8M |
| Auto-Owners Insurance Co | 3.66% | No change | 3,640,000 | $174.7M |
| Ameriprise Financial Inc. | 0.04% | Add +20.0% | 3,116,513 | $152.5M |
| Mountain Capital Investment Advisors Inc. | 22.00% | Add +10.0% | 2,908,890 | $148.2M |
| Victory Capital Management Inc. | 0.09% | Reduce -10.1% | 2,914,968 | $142.6M |
| Boulay Financial Advisors, LLC | 15.30% | Add +10.7% | 2,725,199 | $133.3M |
| LPL Financial LLC | 0.03% | Add +7.8% | 2,674,647 | $130.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.4% | 2,583,725 | $126.4M |
| Foster & Motley Inc. | 6.17% | Reduce -1.9% | 2,442,949 | $119.5M |
| Corient Private Wealth LP | 0.15% | Add +876.2% | 2,097,119 | $102.6M |
| FMR LLC | 0.00% | Reduce -6.5% | 1,729,437 | $84.6M |
| Cetera Investment Advisers | 0.09% | Add +3.7% | 1,643,572 | $80.4M |
| UBS Group AG | 0.01% | Add +12.0% | 1,583,101 | $77.5M |
| StoneX Group Inc. | 3.98% | Add +12.4% | 1,511,055 | $73.9M |
| AlphaCore Capital LLC | 1.73% | Reduce -6.8% | 1,492,540 | $73.0M |
| HighTower Advisors, LLC | 0.07% | Add +10.7% | 1,381,502 | $67.6M |
| CVA Family Office, LLC | 6.96% | Add +13.1% | 1,351,127 | $66.1M |
| Strata Wealth Advisors, LLC | 15.84% | Reduce -4.8% | 1,180,899 | $57.8M |
| Alps Advisors Inc. | 0.27% | Add +4.1% | 1,177,789 | $57.6M |
| Nadler Financial Group, Inc. | 5.38% | Add +6.8% | 1,140,191 | $55.8M |
| Trust Co | 5.22% | Reduce -0.9% | 1,138,725 | $55.7M |
| Raymond James Financial Inc. | 0.02% | Add +20.9% | 1,115,777 | $54.6M |
| Capital Advantage, Inc. | 7.07% | Add +0.1% | 1,105,584 | $54.1M |
| Canandaigua National Corp. | 4.70% | — | 1,073,617 | $52.5M |
| Orion Porfolio Solutions, LLC | 0.45% | Reduce -14.6% | 1,071,013 | $52.4M |
| Hardy Reed LLC | 3.81% | Add +0.3% | 1,066,749 | $52.2M |
| Capital Advisors Wealth Management, LLC | 6.91% | Reduce -2.0% | 1,051,665 | $51.5M |
| Private Advisor Group, LLC | 0.24% | Add +1.0% | 1,040,452 | $50.9M |
| Charles Schwab Trust Co | 3.27% | Reduce -1.5% | 1,029,589 | $50.4M |
| Verde Capital Management | 10.38% | Add +1.1% | 992,254 | $48.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -28.1% | 962,137 | $47.1M |
| Mariner, LLC | 0.05% | Add +4.8% | 945,862 | $46.3M |
| Focus Partners Wealth | 0.05% | Add +75.1% | 912,654 | $44.7M |
| Mfa Wealth Advisors, LLC | 8.69% | Add +0.7% | 902,933 | $44.2M |
| Johnson Bixby & Associates, LLC | 5.31% | Add +2.9% | 875,644 | $42.8M |
| Cwm, LLC | 0.10% | Add +4.0% | 813,465 | $39.8M |
| Barry Investment Advisors, LLC | 8.62% | Add +0.7% | 799,398 | $39.1M |
| Unison Advisors LLC | 2.93% | Add +0.9% | 788,242 | $38.6M |
| Focus Financial Network, Inc. | 1.36% | Add +18.1% | 776,400 | $38.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -6.1% | 773,051 | $37.8M |
| Pallas Capital Advisors LLC | 1.42% | Reduce -9.9% | 769,625 | $37.7M |
| Arlington Financial Advisors, LLC | 5.30% | Reduce -6.0% | 759,867 | $37.2M |
| JPMorgan Chase & Co. | 0.00% | Add +21.4% | 767,887 | $36.5M |
| Leavell Investment Management, Inc. | 1.47% | Add +4.6% | 734,098 | $35.9M |
| Dynamic Advisor Solutions LLC | 1.12% | Add +1.6% | 725,123 | $35.5M |
| Royal Bank of Canada | 0.01% | Add +13.3% | 724,407 | $35.4M |
| Opes Wealth Management LLC | 5.96% | Reduce -0.1% | 713,937 | $34.9M |
| WESCAP Management Group, Inc. | 6.30% | Add +2.5% | 653,504 | $32.0M |
| Bell Investment Advisors, Inc | 4.93% | Reduce -6.0% | 644,359 | $31.5M |
| Resonant Capital Advisors, LLC | 1.65% | Reduce -14.3% | 640,326 | $31.3M |
| Geneos Wealth Management Inc. | 0.71% | Reduce -1.2% | 623,669 | $30.5M |
| Solitude Financial Services | 8.68% | Reduce -1.0% | 570,283 | $29.4M |
| MAI Capital Management | 0.17% | Add +12.5% | 599,335 | $29.3M |
| Creative Planning | 0.02% | Add +18.1% | 583,727 | $28.6M |
| Exencial Wealth Advisors, LLC | 0.88% | Reduce -4.9% | 580,582 | $28.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.7% | 576,513 | $28.2M |
| Prairiewood Capital, LLC | 7.94% | Add +2.2% | 561,451 | $27.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.20% | Add +1.1% | 554,239 | $27.1M |
| Cabot Wealth Management Inc. | 3.12% | Add +4.4% | 553,828 | $27.1M |
| Maia Wealth LLC | 4.46% | Add +37.0% | 539,122 | $26.4M |
| Opus Capital Group, LLC | 2.68% | Reduce -5.7% | 509,963 | $25.0M |
| Seven Springs Wealth Group, LLC | 5.83% | Add +10.9% | 505,861 | $24.8M |
| Tradition Wealth Management, LLC | 1.72% | Add +1.2% | 492,801 | $24.1M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -0.8% | 482,871 | $23.6M |
| Great Valley Advisor Group, Inc. | 0.43% | Add +2.0% | 482,179 | $23.6M |
| Savant Capital, LLC | 0.11% | Reduce -0.9% | 474,735 | $23.2M |
| Capital Wealth Management, LLC | 6.13% | Add +8.8% | 463,396 | $22.7M |
| Red Tortoise LLC | 9.37% | Reduce -0.3% | 456,225 | $22.3M |
| Keudell/Morrison Wealth Management | 4.37% | Add +0.7% | 436,651 | $21.4M |
| Affinity Wealth LLC | 13.20% | New | 422,599 | $20.7M |
| Vise Technologies, Inc. | 0.40% | No change | 452,251 | $20.4M |
| Howard Financial Services, LTD. | 2.29% | Add +6.0% | 414,982 | $20.3M |
| Beacon Financial Planning, Inc. | 7.84% | Add +26.4% | 413,737 | $20.2M |
| Latko Wealth Management, Ltd. | 9.82% | Add +9.7% | 411,801 | $20.1M |
| Cerity Partners LLC | 0.03% | Add +253.5% | 390,393 | $19.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +37.7% | 401,882 | $19.7M |
| U.S. Capital Wealth Advisors, LLC | 0.49% | Add +15.5% | 398,760 | $19.5M |
| Verum Partners LLC | 3.70% | Add +2.4% | 398,220 | $19.5M |
| Studio Investment Management LLC | 3.44% | Reduce -1.2% | 389,963 | $19.1M |
| CENTRAL TRUST Co | 0.38% | Add +41.1% | 389,889 | $19.1M |
| Moller Wealth Partners | 3.73% | Add +0.5% | 385,828 | $18.9M |
| Sound Portfolio Advisors, LLC | 15.26% | Reduce -0.4% | 383,937 | $18.8M |
| JNBA Financial Advisors | 1.51% | Reduce -4.2% | 370,177 | $18.1M |
| Penserra Capital Management LLC | 0.21% | New | 362,054 | $17.7M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +16.5% | 345,577 | $16.9M |
| &partners | 0.08% | Add +50.2% | 343,105 | $16.8M |
| HHM Wealth Advisors, LLC | 1.93% | Add +6.3% | 342,266 | $16.7M |
| Certified Advisory Corp | 1.48% | Reduce -8.0% | 336,079 | $16.4M |
| JHP Wealth Management, LLC | 15.17% | Add +6.4% | 324,274 | $15.9M |
| Quantinno Capital Management LP | 0.03% | Add +44.8% | 307,522 | $15.0M |
| Cerro Pacific Wealth Advisors LLC | 3.84% | Add +28.5% | 299,490 | $14.7M |
| MML Investors Services, LLC | 0.04% | Reduce -16.8% | 295,827 | $14.5M |
| Cahill Financial Advisors Inc. | 1.54% | Add +2.3% | 290,873 | $14.2M |
| Westover Capital Advisors, LLC | 2.56% | Add +1.8% | 284,226 | $13.9M |
| BlueSky Wealth Advisors, LLC | 1.77% | Reduce -13.7% | 281,416 | $13.8M |
| Alpha Omega Wealth Management LLC | 2.23% | Add +7.1% | 280,867 | $13.7M |
| SOA Wealth Advisors, LLC. | 2.58% | Reduce -0.2% | 279,631 | $13.7M |
| Pennsylvania Capital Management Inc. | 3.88% | Add +3.9% | 276,562 | $13.5M |
| Flatrock Wealth Partners LLC | 5.94% | Add +20.8% | 269,908 | $13.2M |
| Collective Family Office LLC | 2.97% | Add +2.0% | 269,769 | $13.2M |
| Aspiriant, LLC | 0.37% | Add +4.0% | 267,783 | $13.1M |
| Visionary Horizons, LLC | 6.34% | Add +27.9% | 262,905 | $12.9M |
| KRM Wealth Management L.L.C. | 6.57% | Add +0.5% | 257,900 | $12.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.4% | 247,840 | $12.1M |
| Your Advocates Ltd., LLP | 3.68% | Add +2.5% | 246,557 | $12.1M |
| 1900 Wealth Management LLC | 0.77% | No change | 244,129 | $11.9M |
| Arq Wealth Advisors, LLC | 2.14% | New | 242,839 | $11.9M |
| Financial Consulate, Inc. | 1.47% | Add +3.0% | 241,299 | $11.8M |
| J.E. Simmons & Co., P.C. | 7.72% | Reduce -8.6% | 235,980 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +12.0% | 233,218 | $11.4M |
| Principal Securities, Inc. | 0.16% | Add +22.8% | 229,178 | $11.2M |
| Bruce G. Allen Investments, LLC | 7.15% | Reduce -2.9% | 223,450 | $10.9M |
| Cherry Tree Wealth Management, LLC | 2.30% | Reduce -4.4% | 222,204 | $10.9M |
| Baird Financial Group, Inc. | 0.02% | Add +64.4% | 219,779 | $10.8M |
| Arcadia Investment Advisors LLC | 5.02% | Reduce -5.5% | 217,309 | $10.6M |
| Access Financial Services, Inc. | 3.75% | Add +108.4% | 216,248 | $10.6M |
| NorthCrest Asset Manangement, LLC | 0.33% | Add +144.3% | 214,845 | $10.6M |
| Oppenheimer & Co. Inc. | 0.13% | Add +12.4% | 214,823 | $10.5M |
| Nearwater Capital Markets, Ltd | 0.25% | New | 214,000 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | New | 213,315 | $10.4M |
| FAS Wealth Partners, Inc. | 0.65% | Reduce -4.8% | 213,032 | $10.4M |
| Jones Financial Companies LLLP | 0.00% | Add +45.8% | 211,840 | $10.0M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +3.1% | 204,777 | $10.0M |
| Beacon Financial Group | 1.00% | Reduce -1.2% | 204,727 | $10.0M |
| Summit Financial, LLC | 0.13% | Reduce -0.4% | 204,584 | $10.0M |
| Forefront Wealth Partners, LLC | 4.17% | Add +43.4% | 203,770 | $10.0M |
| Assetmark, Inc. | 0.02% | Reduce -5.7% | 203,633 | $10.0M |
| Lee Financial Co | 1.40% | Add +1.6% | 203,513 | $10.0M |
| Asset Allocation Strategies LLC | 1.76% | Add +0.6% | 202,410 | $9.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | — | 200,000 | $9.8M |
| McKinley Carter Wealth Services, Inc. | 0.56% | Reduce -55.3% | 198,892 | $9.7M |
| Journey Advisory Group, LLC | 0.83% | Add +20.9% | 197,258 | $9.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.90% | Reduce -1.8% | 192,672 | $9.4M |
| Washington Trust Advisors, Inc. | 0.76% | Reduce -0.5% | 191,340 | $9.4M |
| Towne Trust Company, N.A | 3.00% | Add +3.8% | 190,489 | $9.3M |
| RHS Financial, LLC | 4.38% | Add +16.1% | 188,974 | $9.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Reduce -7.6% | 182,750 | $8.9M |
| Sound Stewardship, LLC | 4.06% | Reduce -3.3% | 181,199 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +7.4% | 180,998 | $8.9M |
| Firestone Capital Management | 1.83% | Add +2.7% | 180,045 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +13.4% | 178,749 | $8.7M |
| William Mack & Associates, Inc. | 5.00% | Add +0.9% | 178,654 | $8.7M |
| Ackerman Capital Advisors, LLC | 1.75% | Add +6.6% | 174,963 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +24.1% | 172,771 | $8.5M |
| AQR Capital Management | 0.00% | Add +31.1% | 172,631 | $8.4M |
| Diversify Wealth Management, LLC | 0.15% | Reduce -0.9% | 166,588 | $8.4M |
| Williams Financial, LLC | 4.82% | Reduce -1.9% | 169,098 | $8.3M |
| IFP Advisors, Inc | 0.16% | Reduce -3.8% | 159,787 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +35.3% | 159,110 | $7.8M |
| Nicholas Hoffman & Company, LLC. | 0.18% | Add +229.6% | 156,896 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.6% | 156,097 | $7.6M |
| MorganRosel Wealth Management, LLC | 3.00% | Reduce -33.0% | 155,349 | $7.6M |
| Aprio Wealth Management, LLC | 0.40% | Add +72.8% | 149,648 | $7.3M |
| Northland Capital Management LLC | 3.99% | Reduce -14.7% | 148,983 | $7.3M |
| Hengehold Capital Management LLC | 0.63% | Reduce -0.3% | 148,429 | $7.3M |
| Equitable Holdings, Inc. | 0.05% | Add +1.6% | 159,961 | $7.2M |
| Guardian Financial Partners, LLC | 2.96% | Reduce -8.9% | 143,230 | $7.0M |
| Benjamin Edwards Inc. | 0.07% | Reduce -0.7% | 141,335 | $6.9M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +3.9% | 140,190 | $6.9M |
| Kuhn & Co Investment Counsel | 4.39% | Add +5.5% | 139,236 | $6.8M |
| WealthCare Investment Partners, LLC | 1.88% | Reduce -2.5% | 139,168 | $6.8M |
| Brooks, Moore & Associates, Inc. | 3.39% | Add +216.2% | 138,056 | $6.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +21.4% | 137,663 | $6.7M |
| Kavar Capital Partners Group, LLC | 0.84% | Reduce -4.8% | 136,439 | $6.7M |
| Park Avenue Securities LLC | 0.05% | Add +14.7% | 134,558 | $6.6M |
| Canandaigua National Trust Co of Florida | 5.26% | Reduce -8.5% | 133,987 | $6.6M |
| Wingate Wealth Advisors, Inc. | 3.50% | Add +22.4% | 133,723 | $6.5M |
| Ifrah Financial Services, Inc. | 1.72% | Reduce -3.7% | 133,146 | $6.5M |
| Ritholtz Wealth Management | 0.11% | Reduce -7.8% | 133,089 | $6.5M |
| Total Clarity Wealth Management, Inc. | 1.53% | Add +15.5% | 132,781 | $6.5M |
| Occidental Asset Management, LLC | 0.74% | Add +13.1% | 128,462 | $6.3M |
| Estate Counselors, LLC | 0.54% | Reduce -0.4% | 124,560 | $6.1M |
| Alhambra Investment Management LLC | 2.76% | Add +0.9% | 122,240 | $6.0M |
| Ballast Financial Advisors LLC | 6.08% | Reduce -0.8% | 121,167 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 118,955 | $5.8M |
| Sovran Advisors, LLC | 0.45% | Add +14.0% | 109,725 | $5.7M |
| Waterfront Wealth Inc. | 1.04% | Add +22.9% | 115,386 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +4.9% | 112,680 | $5.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +56.1% | 110,298 | $5.5M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Reduce -11.7% | 110,066 | $5.4M |
| Cooke Wealth Management, LLC | 4.68% | Reduce -2.8% | 108,001 | $5.3M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +35.8% | 106,620 | $5.2M |
| Birchwood Financial Partners, Inc. | 4.81% | Add +2.1% | 102,010 | $5.0M |
| Merit Financial Group, LLC | 0.04% | Add +0.0% | 101,302 | $5.0M |
| Timmons Wealth Management, LLC | 4.70% | Reduce -5.7% | 101,270 | $5.0M |
| BCS Wealth Management | 1.00% | Reduce -28.7% | 100,113 | $4.9M |
| Richard P Slaughter Associates Inc | 1.04% | New | 98,674 | $4.8M |
| Oath Planning, LLC | 4.23% | Add +6.8% | 97,323 | $4.8M |
| NewEdge Wealth, LLC | 0.06% | Add +1032.3% | 96,367 | $4.7M |
| Wealthspan Partners, LLC | 1.66% | Add +4.0% | 96,264 | $4.7M |
| Sax Wealth Advisors, LLC | 0.23% | No change | 102,718 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -15.3% | 94,479 | $4.6M |
| NorthCoast Asset Management LLC | 0.10% | Add +45.8% | 92,010 | $4.5M |
| LongView Wealth Management | 1.11% | Reduce -40.6% | 85,648 | $4.4M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -3.0% | 88,225 | $4.3M |
| IFC & Insurance Marketing, Inc. | 4.44% | Add +24.6% | 86,964 | $4.3M |
| Nicolet Bankshares Inc. | 0.15% | New | 85,514 | $4.2M |
| BFI Wealth Solutions, LLC | 4.00% | Add +3.8% | 83,951 | $4.2M |
| Lunt Capital Management, Inc. | 1.60% | Reduce -6.3% | 85,161 | $4.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +8.1% | 84,885 | $4.2M |
| Brightwater Advisory LLC | 2.72% | Add +6.3% | 83,985 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Add +88.2% | 82,992 | $4.1M |
| First Pacific Financial | 0.52% | Reduce -1.0% | 82,825 | $4.1M |
| Mendel Capital Management LLC | 2.03% | — | 82,565 | $4.0M |
| Ieq Capital, LLC | 0.02% | Add +8.8% | 81,500 | $4.0M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -1.0% | 81,160 | $4.0M |
| JB Capital LLC | 0.16% | Add +5.7% | 80,715 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +5.5% | 78,141 | $3.8M |
| Castle Wealth Management LLC | 1.23% | Reduce -1.6% | 77,840 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +0.5% | 77,164 | $3.8M |
| Debussy Capital Management LP | 0.52% | Reduce -3.9% | 76,923 | $3.8M |
| Princeton Global Asset Management LLC | 0.61% | Add +21.7% | 76,454 | $3.7M |
| Essential Partners LLC | 1.24% | Add +23.0% | 75,579 | $3.7M |
| Triad Wealth Partners, LLC | 0.29% | Add +24.8% | 75,068 | $3.7M |
| American Financial & Tax Strategies Inc. | 1.76% | Reduce -3.2% | 73,938 | $3.6M |
| Gotham Asset Management | 0.01% | Reduce -2.7% | 72,588 | $3.6M |
| Novem Group | 0.41% | Add +12.1% | 72,226 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2024.3% | 71,399 | $3.5M |
| Keystone Wealth Services, LLC | 0.75% | New | 71,385 | $3.5M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -1.1% | 71,055 | $3.5M |
| Mather Group, Llc. | 0.03% | Reduce -0.7% | 70,868 | $3.5M |
| Centurion Wealth Management LLC | 0.77% | Add +13.6% | 69,407 | $3.4M |
| Auxano Advisors, LLC | 0.66% | Add +803.0% | 67,980 | $3.3M |
| True North Advisors, LLC | 0.37% | Reduce -20.4% | 65,982 | $3.2M |
| Lido Advisors, LLC | 0.01% | Add +38.6% | 65,623 | $3.2M |
| HBK Sorce Advisory LLC | 0.06% | Add +0.4% | 59,729 | $3.2M |
| Cornerstone Wealth, LLC | 1.79% | — | 62,404 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +42.4% | 64,826 | $3.2M |
| Salem Investment Counselors Inc. | 0.09% | Add +51.0% | 64,650 | $3.2M |
| Sigma Planning Corp | 0.09% | Reduce -4.8% | 62,891 | $3.1M |
| Carrera Capital Advisors | 0.47% | Add +2.1% | 62,284 | $3.0M |
| Capital Square, LLC | 1.39% | Add +20.0% | 59,271 | $3.0M |
| Rossby Financial, LCC | 0.63% | Add +13578.4% | 60,732 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +29.0% | 60,685 | $3.0M |
| Apollon Wealth Management, LLC | 0.05% | Add +23.1% | 60,554 | $3.0M |
| Roehl & Yi Investment Advisors, LLC | 1.09% | Add +11.6% | 64,476 | $2.9M |
| Lakewood Asset Management LLC | 1.85% | Add +10.4% | 59,134 | $2.9M |
| Kathmere Capital Management, LLC | 0.18% | Add +0.7% | 58,921 | $2.9M |
| Whipplewood Advisors, LLC | 1.45% | Reduce -4.3% | 57,232 | $2.8M |
| Wealth Enhancement Trust Services, Inc. | 0.34% | Add +94.0% | 57,125 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +49.1% | 55,233 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Reduce -2.1% | 55,001 | $2.7M |
| Tempus Wealth Planning, LLC | 0.62% | Add +0.1% | 54,941 | $2.7M |
| Integrity Alliance, Llc. | 0.10% | New | 53,706 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Reduce -9.4% | 52,624 | $2.6M |
| Rollins Financial Advisors, LLC | 0.41% | Add +18.9% | 53,253 | $2.6M |
| Quadcap Wealth Management, LLC | 0.30% | Reduce -2.5% | 53,190 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 0.77% | Reduce -8.1% | 53,044 | $2.6M |
| Cutler Investment Counsel LLC | 0.26% | Add +10.2% | 52,495 | $2.6M |
| Allworth Financial LP | 0.01% | Add +83.7% | 52,462 | $2.6M |
| Traub Capital Management LLC | 2.54% | Add +8.3% | 52,307 | $2.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.6% | 52,235 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | No change | 51,987 | $2.5M |
| Curtis Advisory Group, LLC | 0.55% | Reduce -2.4% | 51,982 | $2.5M |
| Sonoma Private Wealth LLC | 3.12% | Add +823.1% | 51,759 | $2.5M |
| Savvy Advisors, Inc. | 0.07% | Reduce -13.9% | 51,063 | $2.5M |
| Quantum Portfolio Management LLC | 1.08% | Add +92.0% | 50,451 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -36.7% | 49,830 | $2.4M |
| Dahring | Cusmano LLC | 1.49% | New | 49,381 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 49,049 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +340.4% | 48,550 | $2.4M |
| Aspiring Ventures, LLC | 0.80% | Reduce -5.7% | 48,507 | $2.4M |
| Haven Private, LLC | 1.03% | Reduce -8.0% | 48,110 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +4.8% | 47,979 | $2.3M |
| Nvest Wealth Strategies, Inc. | 1.64% | Add +3.0% | 47,553 | $2.3M |
| Clarkston Capital Partners, LLC | 0.18% | Reduce -82.9% | 46,977 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +93.0% | 46,710 | $2.3M |
| L.K. Benson & Company, P.C. | 0.75% | Reduce -3.1% | 46,622 | $2.3M |
| Betterment LLC | 0.00% | Add +9.3% | 46,021 | $2.3M |
| Family Legacy, Inc. | 0.68% | New | 45,959 | $2.2M |
| Ciovacco Capital Management LLC | 1.31% | New | 45,897 | $2.2M |
| Arista Wealth Management, LLC | 0.27% | New | 45,884 | $2.2M |
| Asio Capital, LLC | 0.31% | Add +580.1% | 45,741 | $2.2M |
| Mason Investment Advisory Services, Inc. | 0.10% | No change | 44,934 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 44,733 | $2.2M |
| Stage Harbor Financial, LLC | 1.44% | Add +9.9% | 44,408 | $2.2M |
| Argos Wealth Advisors, LLC | 0.61% | Add +11.2% | 43,545 | $2.1M |
| Cathy Pareto & Associates, Inc. | 1.42% | Add +1.4% | 43,123 | $2.1M |
| Rf&l Wealth Management, LLC | 1.57% | Reduce -1.6% | 42,979 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | Add +6.5% | 42,874 | $2.1M |
| Heirloom Wealth Management | 0.38% | New | 42,619 | $2.1M |
| Bristlecone Value Partners, LLC | 1.82% | Add +3.1% | 42,288 | $2.1M |
| Composition Wealth, LLC | 0.03% | Reduce -8.7% | 42,268 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +11.2% | 41,849 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +6.4% | 41,197 | $2.0M |
| Beto Financial Group, LLC | 1.16% | Add +103.2% | 37,964 | $2.0M |
| Magnolia Private Wealth, LLC | 1.31% | Reduce -1.8% | 40,093 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +248.4% | 40,073 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 39,728 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.07% | New | 39,628 | $1.9M |
| Ethos Financial Group, LLC | 0.14% | Add +1.0% | 39,583 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +6.7% | 39,001 | $1.9M |
| Dupree Financial Group, LLC | 0.77% | Reduce -6.8% | 38,996 | $1.9M |
| Liberty Square Wealth Partners LLC | 0.53% | Reduce -3.2% | 38,615 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.61% | Add +3.5% | 38,289 | $1.9M |
| Red Reef Advisors LLC | 1.96% | Add +6.9% | 38,255 | $1.9M |
| McGrath & Associates, Inc. | 2.73% | Reduce -12.5% | 37,876 | $1.9M |
| Directional Asset Management | 1.69% | Add +7.1% | 37,831 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -20.5% | 37,622 | $1.8M |
| Westmount Partners, LLC | 0.45% | No change | 37,577 | $1.8M |
| January Capital Advisors LLC | 2.46% | — | 37,244 | $1.8M |
| Almanack Investment Partners, LLC. | 0.30% | Reduce -5.6% | 36,538 | $1.8M |
| Cidel Asset Management Inc. | 0.10% | No change | 36,535 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +295.6% | 35,995 | $1.8M |
| Warner Financial, Inc. | 0.59% | Add +11.7% | 35,271 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Reduce -4.4% | 34,772 | $1.7M |
| Main Street Financial Solutions, LLC | 0.12% | No change | 34,911 | $1.7M |
| Creekside Partners | 0.67% | No change | 33,075 | $1.6M |
| Meridian Investment Counsel Inc. | 0.39% | Add +17.8% | 33,049 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Reduce -1.5% | 32,935 | $1.6M |
| Northwest Wealth Management, LLC | 0.24% | No change | 32,559 | $1.6M |
| DDD Partners, LLC | 0.11% | Add +0.8% | 32,438 | $1.6M |
| Patten Group, Inc. | 0.27% | Add +25.2% | 31,983 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -13.0% | 31,701 | $1.6M |
| Lutz Financial Services LLC | 0.10% | Reduce -4.9% | 31,694 | $1.6M |
| JT Stratford LLC | 0.20% | Reduce -2.9% | 31,530 | $1.5M |
| Phil A. Younker & Associates, Ltd. | 1.03% | Add +7.9% | 31,530 | $1.5M |
| Elevation Wealth Partners, LLC | 0.55% | Reduce -3.9% | 31,445 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.16% | Add +69.4% | 31,307 | $1.5M |
| Essential Investment Partners LLC | 1.40% | Reduce -5.1% | 30,882 | $1.5M |
| Brand Asset Management Group, Inc. | 0.39% | Add +0.4% | 30,491 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.7% | 30,128 | $1.5M |
| Bank of Montreal | 0.00% | Add +5.2% | 29,710 | $1.5M |
| WealthShield Partners, LLC | 0.16% | Reduce -2.4% | 29,621 | $1.4M |
| Solstein Capital, LLC | 0.59% | No change | 29,534 | $1.4M |
| Marshall Financial Group, LLC | 0.23% | Reduce -2.4% | 28,979 | $1.4M |
| Calton & Associates, Inc. | 0.20% | Add +21.6% | 28,947 | $1.4M |
| Pacific Park Financial, Inc. | 0.92% | Add +8.2% | 28,932 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | No change | 28,136 | $1.4M |
| Archford Capital Strategies, LLC | 0.16% | Reduce -34.9% | 28,056 | $1.4M |
| Eagle Strategies LLC | 0.16% | Add +0.4% | 27,853 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +1.1% | 27,463 | $1.3M |
| Advus Financial Partners, LLC | 0.34% | Add +28.6% | 27,419 | $1.3M |
| Archvest Wealth Advisors, Inc. | 0.87% | Reduce -19.0% | 27,418 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +56.0% | 27,306 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.69% | Reduce -2.0% | 27,296 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +42.5% | 26,776 | $1.3M |
| City Center Advisors, LLC | 1.19% | Add +81.4% | 26,349 | $1.3M |
| Balentine LLC | 0.05% | Reduce -0.3% | 26,011 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 26,010 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +7.4% | 25,880 | $1.3M |
| Index Technologies Group LLC | 1.37% | Add +81.5% | 25,620 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.41% | No change | 25,070 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.13% | New | 24,541 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -97.0% | 24,435 | $1.2M |
| Financial Perspectives, Inc | 0.33% | No change | 24,230 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Add +27.6% | 24,133 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +76.5% | 24,021 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -9.0% | 23,804 | $1.2M |
| N.E.W. Advisory Services LLC | 0.09% | Add +0.5% | 23,613 | $1.2M |
| Swisher Financial Concepts, Inc. | 0.64% | Reduce -1.7% | 23,518 | $1.2M |
| First County Bank | 0.61% | Reduce -4.1% | 23,277 | $1.1M |
| Mayfair Advisory Group, LLC | 0.40% | Add +8.2% | 23,226 | $1.1M |
| Invst, LLC | 0.13% | Reduce -4.8% | 23,090 | $1.1M |
| Maseco LLP | 0.04% | Reduce -5.0% | 22,863 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.0% | 22,658 | $1.1M |
| Kaizen Financial Strategies | 0.47% | No change | 21,443 | $1.1M |
| Menlo Advisors LLC | 0.48% | No change | 23,846 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +148.0% | 21,944 | $1.1M |
| CPC Advisors, LLC | 0.17% | Reduce -2.7% | 21,642 | $1.1M |
| Carter Financial, LLC | 0.91% | Add +312.9% | 21,403 | $1.0M |
| Argent Trust Co | 0.04% | Add +78.6% | 21,383 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +3.1% | 21,250 | $1.0M |
| US Bancorp \de | 0.00% | Add +19.9% | 21,191 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +18.9% | 21,046 | $1.0M |
| Bokf, NA | 0.02% | Add +45.2% | 21,015 | $1.0M |
| Altfest L J & Co. Inc. | 0.11% | Add +1.2% | 20,880 | $1.0M |
| Asset Management Group, Inc. | 0.16% | No change | 20,594 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,539 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -5.3% | 20,478 | $1.0M |
| Whitener Capital Management, Inc. | 0.23% | Add +7.3% | 20,420 | $999K |
| One Capital Management, LLC | 0.03% | New | 20,357 | $996K |
| Synergy Investment Management, LLC | 0.32% | Add +39.3% | 20,096 | $983K |
| Strategic Blueprint, LLC | 0.06% | Add +39.8% | 20,078 | $982K |
| Riverchase Wealth Management, LLC | 0.51% | No change | 19,908 | $974K |
| Squarepoint Ops LLC | 0.00% | Reduce -34.9% | 19,663 | $962K |
| Everhart Financial Group, Inc. | 0.08% | Add +2.8% | 19,648 | $961K |
| Fifth Third Bancorp | 0.00% | Add +614.3% | 19,608 | $959K |
| Tumwater Wealth Management, LLC | 0.39% | No change | 19,571 | $958K |
| Mgo One Seven LLC | 0.02% | Add +12.2% | 19,500 | $954K |
| Larson Financial Group LLC | 0.03% | Add +1.4% | 19,427 | $951K |
| LVW Advisors, LLC | 0.09% | Reduce -12.7% | 19,425 | $950K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.5% | 19,196 | $939K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.0% | 18,879 | $924K |
| Bulwark Capital Corp | 0.56% | Reduce -3.8% | 18,577 | $909K |
| PCA Investment Advisory Services Inc. | 0.30% | Add +9.9% | 18,556 | $908K |
| Dickmeyer Boyce Financial Management, Inc. | 0.53% | — | 18,549 | $908K |
| Diversified Portfolios, Inc. | 0.07% | No change | 18,116 | $886K |
| Colonial Trust Co / SC | 0.12% | Add +11.1% | 17,813 | $872K |
| Keystone Financial Group | 0.06% | Add +17.6% | 17,689 | $866K |
| Brooklyn Investment Group | 0.03% | New | 17,643 | $863K |
| Victory Financial Group, LLC | 0.10% | Add +39.5% | 17,448 | $854K |
| Arkadios Wealth Advisors | 0.01% | Add +92.9% | 17,375 | $850K |
| Keybank National Association | 0.00% | Add +36.0% | 17,359 | $849K |
| Kings Path Partners LLC | 0.29% | Reduce -3.0% | 17,200 | $842K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.5% | 16,875 | $826K |
| Curi Capital, LLC | 0.01% | Add +133.7% | 16,769 | $821K |
| Worth Asset Management, LLC | 0.31% | New | 16,734 | $819K |
| Eq Wealth Advisors, LLC | 0.48% | Add +0.6% | 16,727 | $818K |
| Francis Financial, Inc. | 0.15% | No change | 16,654 | $815K |
| Independent Advisor Alliance | 0.01% | Add +18.7% | 16,541 | $809K |
| Stone Summit Wealth LLC | 0.22% | Reduce -2.5% | 16,455 | $805K |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.8% | 16,415 | $803K |
| Stokes Family Office, LLC | 0.08% | Reduce -53.3% | 16,369 | $801K |
| Triangle Securities Wealth Management | 0.18% | Reduce -1.8% | 16,347 | $800K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 16,321 | $799K |
| Pathstone Holdings, LLC | 0.00% | No change | 16,316 | $798K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 15,571 | $792K |
| Brighton Jones LLC | 0.02% | New | 16,174 | $791K |
| Kelman-Lazarov, Inc. | 0.11% | No change | 16,102 | $788K |
| Wedmont Private Capital | 0.03% | No change | 15,311 | $786K |
| Evanson Asset Management, LLC | 0.04% | No change | 16,052 | $785K |
| Skyline Advisors, Inc. | 0.27% | New | 16,041 | $785K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 15,883 | $777K |
| Harbour Investments, Inc. | 0.01% | Add +98.8% | 15,745 | $770K |
| Trivium Point Advisory, LLC | 0.14% | Reduce -46.1% | 15,655 | $766K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -1.7% | 15,607 | $764K |
| Keyvantage Wealth, LLC | 0.34% | No change | 15,589 | $763K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | No change | 15,408 | $754K |
| Avior Wealth Management, LLC | 0.02% | New | 15,216 | $745K |
| Range Advisory, LLC | 0.14% | Add +26.9% | 15,216 | $745K |
| Clarity Capital Advisors, LLC | 0.35% | No change | 15,159 | $742K |
| Mosley Wealth Management | 0.34% | Reduce -14.8% | 17,250 | $741K |
| Revolve Wealth Partners, LLC | 0.10% | Add +5.3% | 14,987 | $733K |
| Strategic Family Wealth Counselors, L.L.C. | 0.19% | No change | 14,968 | $732K |
| CoreCap Advisors, LLC | 0.02% | Add +40.9% | 14,792 | $724K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +37.2% | 14,727 | $721K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -2.3% | 14,694 | $719K |
| Compound Planning, Inc. | 0.02% | Add +26.1% | 14,656 | $717K |
| Bluedoor Private Wealth, LLC | 0.33% | No change | 14,601 | $714K |
| G2 Capital Management, LLC / Oh | 0.17% | No change | 14,580 | $713K |
| Gambit Capital Management, LLC | 0.50% | Add +56.7% | 14,337 | $702K |
| Appleton Partners Inc. | 0.05% | Reduce -2.4% | 14,299 | $700K |
| Downshift Financial, LLC | 0.36% | Add +6.7% | 13,715 | $698K |
| OneDigital Investment Advisors LLC | 0.01% | Add +40.2% | 14,031 | $687K |
| PDS Planning, Inc | 0.05% | No change | 14,002 | $685K |
| Red Mountain Financial, LLC | 0.64% | Add +6.0% | 13,904 | $680K |
| Csenge Advisory Group | 0.03% | Add +21.0% | 13,737 | $672K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.2% | 13,706 | $671K |
| 17 Capital Partners, LLC | 0.34% | Reduce -58.1% | 13,535 | $662K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.1% | 13,477 | $659K |
| Members Trust Co | 0.02% | Add +128.8% | 13,439 | $658K |
| WESPAC Advisors, LLC | 0.36% | Add +51.3% | 13,398 | $656K |
| Security National Bank of Sioux City Iowa | 0.39% | New | 13,390 | $655K |
| Kiley Juergens Wealth Management, LLC | 0.12% | Reduce -3.7% | 13,334 | $652K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +95.5% | 13,243 | $648K |
| Root Financial Partners, LLC | 0.03% | Add +20.3% | 13,231 | $647K |
| 5T Wealth, LLC | 0.25% | Add +0.1% | 13,127 | $642K |
| Clearstead Advisors, LLC | 0.01% | Add +3.9% | 12,901 | $631K |
| Detalus Advisors, LLC | 0.14% | Reduce -9.6% | 12,838 | $628K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.4% | 12,653 | $619K |
| Principia Wealth Advisory, LLC | 0.35% | Reduce -42.9% | 12,646 | $619K |
| J. Derek Lewis & Associates Inc. | 0.14% | Add +2.0% | 12,501 | $612K |
| Security Financial Services, INC. | 0.10% | Add +2.3% | 12,465 | $610K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +15.4% | 12,455 | $609K |
| Millstone Evans Group, LLC | 0.36% | Add +72.4% | 12,397 | $607K |
| Values Added Financial LLC | 0.25% | No change | 12,201 | $597K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +14.6% | 12,171 | $596K |
| Cambridge Financial Group, LLC | 0.20% | Reduce -22.3% | 12,136 | $594K |
| Davidson Kahn Capital Management, LLC | 0.32% | Reduce -37.6% | 12,121 | $593K |
| AE Wealth Management LLC | 0.00% | Add +10.3% | 12,107 | $592K |
| Perissos Private Wealth Management, LLC | 0.51% | Add +54.6% | 11,990 | $587K |
| Arax Advisory Partners | 0.02% | Reduce -41.9% | 11,954 | $585K |
| HUB Investment Partners, LLC | 0.01% | Add +9.3% | 11,880 | $581K |
| GM Advisory Group, LLC | 0.02% | New | 11,875 | $581K |
| Stuart Investment Advisors, Inc. | 0.25% | New | 11,855 | $580K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.9% | 11,832 | $579K |
| Lodestar Private Asset Management LLC | 0.06% | Add +51.8% | 11,772 | $576K |
| Ehrlich Financial Group | 0.33% | Add +16.0% | 11,742 | $575K |
| Huntington National Bank | 0.00% | New | 11,687 | $572K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.8% | 11,644 | $570K |
| Facet Wealth, Inc. | 0.01% | Add +68.0% | 11,611 | $568K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 11,548 | $565K |
| Vanguard Advisers Inc. | 0.00% | — | 11,538 | $565K |
| Seed Wealth Management, Inc. | 0.39% | Reduce -0.2% | 11,530 | $564K |
| Accredited Investors Inc. | 0.03% | Add +3.8% | 11,436 | $560K |
| Aviance Capital Partners, LLC | 0.07% | No change | 11,361 | $556K |
| Capital Analysts, LLC | 0.01% | Add +4.0% | 11,318 | $553K |
| James Investment Research, Inc. | 0.06% | Reduce -16.6% | 11,297 | $553K |
| SigFig Wealth Management, LLC | 0.02% | Add +7.1% | 11,190 | $548K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | New | 11,189 | $547K |
| Avantra Family Wealth, Inc. | 0.40% | Add +12.7% | 11,008 | $539K |
| Monetary Solutions, Ltd | 0.52% | Add +12.3% | 10,994 | $538K |
| NBT Bank, N.A. | 0.04% | No change | 10,970 | $537K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.8% | 10,885 | $532K |
| D'Orazio & Associates, Inc. | 0.07% | No change | 10,782 | $528K |
| Private Wealth Management Group, LLC | 0.14% | Reduce -1.3% | 10,771 | $527K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,751 | $526K |
| Sei Investments Co. | 0.00% | Add +16.1% | 10,717 | $524K |
| United Capital Financial Advisors, LLC | 0.00% | Add +54.9% | 10,629 | $520K |
| GeoWealth Management, LLC | 0.02% | Reduce -5.8% | 10,558 | $517K |
| JMG Financial Group, Ltd. | 0.01% | Add +2.1% | 10,526 | $515K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -1.9% | 10,445 | $511K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -5.8% | 10,443 | $511K |
| Asset Dedication, LLC | 0.04% | Reduce -49.6% | 10,401 | $509K |
| Round Rock Advisors LLC | 0.07% | Reduce -0.0% | 9,978 | $488K |
| Summit Trail Advisors, LLC | 0.01% | New | 9,860 | $482K |
| Regal Investment Advisors LLC | 0.03% | Reduce -0.9% | 9,811 | $480K |
| PFG Advisors | 0.02% | Add +43.0% | 9,805 | $480K |
| GatePass Capital, LLC | 0.24% | New | 9,761 | $478K |
| Two Sigma Securities, LLC | 0.06% | Reduce -44.8% | 9,684 | $474K |
| Brown Advisory Inc. | 0.00% | Add +33.7% | 9,661 | $473K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.4% | 9,585 | $469K |
| Diversified Management Inc. | 0.08% | Add +2.2% | 9,578 | $469K |
| Spartan Wealth Advisory Services LLC | 0.04% | — | 9,528 | $466K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 9,409 | $460K |
| World Investment Advisors | 0.01% | Add +2.3% | 9,404 | $460K |
| Selective Wealth Management, Inc. | 0.14% | No change | 9,088 | $460K |
| Embree Financial Group | 0.05% | Add +93.2% | 9,397 | $460K |
| Ameritas Advisory Services, LLC | 0.02% | Add +13.0% | 9,274 | $454K |
| Frankly Finances, LLC | 0.41% | No change | 9,214 | $451K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 9,144 | $447K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 9,100 | $445K |
| Crusonia Wealth Advisors LLC | 0.09% | No change | 9,094 | $445K |
| KCM Investment Advisors LLC | 0.01% | Add +17.8% | 9,088 | $445K |
| Ellevest, Inc. | 0.06% | Add +3.4% | 8,971 | $439K |
| Addison Advisors LLC | 0.10% | Reduce -0.7% | 8,970 | $439K |
| Visionary Wealth Advisors | 0.02% | New | 8,938 | $437K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.9% | 8,930 | $437K |
| Canvas Wealth Advisors, LLC | 0.07% | No change | 8,915 | $436K |
| Lanark Financial, Inc. | 0.03% | Add +8.7% | 8,813 | $431K |
| International Assets Investment Management, LLC | 0.03% | Reduce -7.5% | 8,564 | $423K |
| Valmark Advisers, Inc. | 0.01% | Reduce -93.4% | 8,633 | $422K |
| Choreo, LLC | 0.01% | Add +8.4% | 8,617 | $422K |
| SouthState Bank Corp | 0.02% | Reduce -23.0% | 8,581 | $420K |
| Partners Wealth Management, LLC | 0.43% | Add +10.1% | 8,548 | $418K |
| Apella Capital, LLC | 0.01% | Add +9.5% | 7,989 | $415K |
| Texas Yale Capital Corp. | 0.01% | No change | 8,461 | $414K |
| Brio Consultants, LLC | 0.05% | Add +4.3% | 7,895 | $411K |
| Vermillion Wealth Management, Inc. | 0.16% | Add +13.6% | 8,226 | $402K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 8,190 | $401K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -3.0% | 7,976 | $390K |
| Plan A Wealth LLC | 0.19% | Add +12.3% | 7,975 | $390K |
| First Horizon Corp. | 0.02% | Add +5.5% | 7,973 | $390K |
| MidAtlantic Capital Management, Inc. | 0.26% | No change | 7,825 | $383K |
| William Howard & Co Financial Advisors Inc | 0.33% | No change | 7,822 | $383K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +67.5% | 7,791 | $381K |
| Advisory Alpha, LLC | 0.01% | New | 7,771 | $380K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -20.5% | 7,756 | $380K |
| Oarsman Capital, Inc. | 0.05% | New | 7,753 | $379K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.8% | 7,351 | $377K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -5.7% | 7,669 | $375K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +1.0% | 7,553 | $370K |
| Harbour Investment Management LLC | 0.20% | No change | 7,539 | $369K |
| Cresset Asset Management, LLC | 0.00% | Add +0.9% | 7,510 | $367K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -6.0% | 7,476 | $366K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.5% | 7,470 | $366K |
| KLCM Advisors, Inc. | 0.03% | Reduce -3.4% | 7,470 | $365K |
| Fisher Asset Management | 0.00% | Add +34.8% | 7,395 | $362K |
| Security National Bank of So Dak | 0.17% | New | 7,394 | $362K |
| Crescent Sterling, Ltd. | 0.35% | Add +12.8% | 7,391 | $362K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,358 | $360K |
| Brookstone Capital Management | 0.00% | Add +34.8% | 7,320 | $358K |
| Vision Retirement, LLC | 0.10% | Reduce -17.3% | 7,296 | $357K |
| Caerus Investment Advisors, LLC | 0.15% | No change | 7,270 | $356K |
| Glenview Trust Co | 0.01% | Add +17.2% | 7,244 | $354K |
| West Wealth Group, LLC | 0.07% | Add +8.0% | 7,213 | $353K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 7,183 | $351K |
| Signaturefd, LLC | 0.01% | Add +12.0% | 7,154 | $350K |
| Wealth Forward, LLC | 0.19% | Add +23.4% | 7,055 | $345K |
| Prospera Financial Services Inc | 0.01% | Reduce -32.4% | 7,037 | $344K |
| HB Wealth Management, LLC | 0.00% | Add +25.9% | 7,026 | $344K |
| Condor Capital Management | 0.03% | Reduce -0.0% | 6,995 | $342K |
| Seven Mile Advisory | 0.25% | No change | 6,980 | $342K |
| Clark Asset Management, LLC | 0.03% | No change | 6,944 | $340K |
| Bell Bank | 0.01% | Reduce -0.8% | 6,940 | $340K |
| Catalyst Investment Management LLC | 0.38% | No change | 6,526 | $339K |
| Empower Advisory Group, LLC | 0.00% | Add +2.4% | 6,929 | $339K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -4.7% | 6,891 | $337K |
| RFG Advisory, LLC | 0.01% | New | 6,888 | $337K |
| Elgethun Capital Management | 0.05% | Reduce -8.7% | 6,730 | $329K |
| Opus Financial Solutions LLC | 0.31% | Reduce -10.6% | 6,706 | $328K |
| Versant Capital Management, Inc | 0.03% | Add +4.2% | 6,701 | $328K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -6.8% | 6,478 | $328K |
| Ade, LLC | 0.16% | No change | 6,653 | $326K |
| Vanguard National Trust Co | 0.02% | — | 6,593 | $323K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 6,550 | $320K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 6,500 | $318K |
| MCF Advisors LLC | 0.01% | No change | 6,485 | $317K |
| MBE Wealth Management, LLC | 0.13% | Add +27.8% | 6,483 | $317K |
| SageView Advisory Group, LLC | 0.01% | Reduce -17.0% | 6,379 | $312K |
| 6th Street Advisors, LLC | 0.20% | — | 6,336 | $310K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +32.8% | 6,309 | $309K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -3.4% | 6,279 | $307K |
| Gradient Investments LLC | 0.00% | Add +1.6% | 6,279 | $307K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 6,257 | $306K |
| Manuka Financial, LLC | 0.19% | No change | 6,214 | $304K |
| Tortoise Investment Management, LLC | 0.03% | No change | 6,196 | $303K |
| Elite Financial, Inc. | 0.14% | No change | 6,199 | $303K |
| Evercore Wealth Management, LLC | 0.00% | No change | 6,186 | $303K |
| WealthCollab, LLC | 0.12% | No change | 6,163 | $302K |
| Whittier Trust Co. | 0.00% | No change | 6,021 | $299K |
| CFO4Life Group, LLC | 0.05% | No change | 6,084 | $298K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.1% | 5,953 | $291K |
| Front Row Advisors LLC | 0.10% | No change | 5,924 | $290K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -4.9% | 5,787 | $283K |
| Leuthold Group, LLC | 0.03% | No change | 5,781 | $283K |
| Soltis Investment Advisors LLC | 0.02% | No change | 5,731 | $280K |
| Sfmg, LLC | 0.02% | No change | 5,676 | $278K |
| Foguth Wealth Management, LLC. | 0.03% | New | 5,103 | $278K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -18.8% | 5,667 | $277K |
| Channel Wealth LLC | 0.07% | Reduce -0.1% | 5,661 | $277K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 5,658 | $277K |
| Tactive Advisors, LLC | 0.08% | Add +10.8% | 5,609 | $274K |
| Simplicity Wealth,LLC | 0.02% | Add +24.1% | 5,594 | $274K |
| McCartney Wealth Management LLC | 0.23% | No change | 5,570 | $273K |
| Coastwise Capital Group, LLC | 0.15% | No change | 5,560 | $272K |
| Summitry LLC | 0.01% | No change | 5,494 | $269K |
| Caprock Group, LLC | 0.01% | Add +2.5% | 5,483 | $268K |
| Destination Wealth Management | 0.01% | Add +14.5% | 5,456 | $267K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,388 | $264K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.3% | 4,952 | $262K |
| Canal Capital Management, LLC | 0.04% | New | 5,347 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.2% | 5,304 | $260K |
| Krilogy Financial LLC | 0.01% | New | 5,022 | $259K |
| BetterWealth, LLC | 0.05% | New | 5,281 | $258K |
| GTS Securities LLC | 0.01% | New | 5,281 | $258K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -3.0% | 5,253 | $257K |
| Patten & Patten Inc. | 0.02% | No change | 5,208 | $255K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 5,160 | $252K |
| Tenon Financial LLC | 0.10% | Add +11.1% | 5,117 | $250K |
| Lafayette Investments, Inc. | 0.05% | No change | 5,076 | $248K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 5,053 | $247K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,041 | $247K |
| Silverlake Wealth Management LLC | 0.05% | Add +7.2% | 5,014 | $245K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.2% | 4,994 | $244K |
| Wilkins Miller Wealth Management, LLC | 0.15% | No change | 4,975 | $243K |
| Empirical Asset Management, LLC | 0.06% | Reduce -1.9% | 4,952 | $242K |
| Affinity Capital Advisors, LLC | 0.03% | New | 4,877 | $239K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +34.3% | 4,756 | $233K |
| Hutchinson Capital Management | 0.04% | No change | 4,700 | $230K |
| Elevation Wealth Management LLC | 0.21% | Reduce -1.0% | 4,696 | $230K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 4,646 | $227K |
| Fortune Financial Advisors, LLC | 0.12% | Add +4.0% | 4,633 | $227K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.6% | 4,764 | $226K |
| Abound Wealth Management | 0.05% | Add +21.5% | 4,607 | $225K |
| Private Wealth Asset Management, LLC | 0.02% | Add +0.1% | 4,575 | $224K |
| Signet Financial Management, LLC | 0.03% | New | 4,569 | $224K |
| Fortis Advisors, LLC | 0.11% | New | 4,513 | $221K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 4,510 | $221K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,488 | $220K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,487 | $220K |
| Index Fund Advisors, Inc. | 0.01% | New | 4,445 | $217K |
| Ancora Advisors LLC | 0.00% | Add +9.3% | 4,402 | $215K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +247.5% | 4,386 | $215K |
| Kintra Wealth, LLC | 0.01% | New | 4,338 | $212K |
| Fortune Financial Group, Inc. | 0.19% | No change | 4,303 | $211K |
| Park National Corp. | 0.01% | New | 4,291 | $210K |
| Tempo Wealth, LLC | 0.04% | New | 4,238 | $207K |
| LMG Wealth Partners, LLC | 0.04% | New | 4,225 | $207K |
| Oakworth Capital, Inc. | 0.01% | No change | 4,222 | $207K |
| Advisor OS, LLC | 0.01% | Reduce -15.6% | 4,219 | $206K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | New | 4,193 | $205K |
| Franklin Resources Inc. | 0.00% | No change | 4,190 | $205K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,177 | $204K |
| Red Door Wealth Management, LLC | 0.02% | New | 4,146 | $203K |
| Southern Capital Advisors, LLC | 0.09% | New | 4,127 | $202K |
| True Wealth Design, LLC | 0.06% | New | 4,065 | $199K |
| Smithfield Trust Co | 0.01% | No change | 4,040 | $197K |
| Howe & Rusling Inc. | 0.01% | Reduce -17.9% | 3,988 | $195K |
| Harbor Asset Planning, Inc. | 0.16% | Reduce -3.0% | 3,915 | $192K |
| Private Trust Co. NA | 0.02% | Add +77.0% | 3,909 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.3% | 3,808 | $186K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,621 | $177K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 3,524 | $172K |
| Townsend Asset Management Corp. /NC/ | 0.06% | No change | 3,299 | $161K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,271 | $160K |
| Colonial Trust Advisors | 0.01% | No change | 3,231 | $158K |
| Breakwater Investment Management | 0.06% | Reduce -6.8% | 3,101 | $152K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -52.3% | 3,104 | $148K |
| Archer Investment Corp | 0.03% | No change | 2,971 | $145K |
| Anchor Investment Management, LLC | 0.01% | Add +51.0% | 2,960 | $145K |
| Cornerstone Planning Group LLC | 0.02% | Add +22.9% | 2,591 | $135K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,745 | $134K |
| Arlington Trust Co LLC | 0.01% | No change | 2,713 | $133K |
| Burk Holdings LLC | 0.06% | New | 2,649 | $130K |
| Gill Capital Partners, LLC | 0.03% | New | 2,474 | $121K |
| Advisortrust Partners, LLC | 0.05% | New | 2,473 | $121K |
| Pflug Koory, LLC | 0.06% | No change | 2,453 | $120K |
| 1 North Wealth Services LLC | 0.04% | Add +1.0% | 2,415 | $118K |
| Sound Income Strategies, LLC | 0.01% | Reduce -35.3% | 2,340 | $116K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.5% | 2,319 | $113K |
| Valley National Advisers Inc. | 0.01% | No change | 2,230 | $109K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.6% | 2,093 | $102K |
| Activest Wealth Management | 0.02% | Add +0.1% | 2,089 | $102K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 2,075 | $102K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,963 | $96K |
| Integrity Financial Corp | 0.05% | Reduce -45.4% | 1,941 | $95K |
| Retiremitten Financial LLC | 0.04% | — | 1,830 | $90K |
| High Note Wealth, LLC | 0.02% | No change | 1,822 | $89K |
| Glassman Wealth Services | 0.01% | No change | 1,796 | $88K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 1,791 | $88K |
| PlanVest Financial, Inc | 0.07% | — | 1,775 | $87K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,746 | $85K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,719 | $84K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,709 | $84K |
| UMB Bank, n.a. | 0.00% | Add +14.5% | 1,631 | $80K |
| Dunhill Financial, LLC | 0.02% | No change | 1,621 | $79K |
| Daytona Street Capital LLC | 0.06% | No change | 1,590 | $79K |
| Weaver Capital Management LLC | 0.02% | No change | 1,571 | $77K |
| Parvin Asset Management, LLC | 0.06% | No change | 1,557 | $76K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,544 | $76K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,549 | $76K |
| Fairway Wealth LLC | 0.02% | Reduce -31.7% | 1,510 | $74K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,500 | $73K |
| Caitlin John, LLC | 0.04% | No change | 1,493 | $73K |
| Leo H. Evart, Inc. | 0.06% | — | 1,485 | $73K |
| Signature Resources Capital Management, LLC | 0.03% | Add +17.4% | 1,401 | $69K |
| Operose Advisors LLC | 0.02% | No change | 1,339 | $66K |
| Beacon Capital Management, Inc. | 0.00% | New | 1,327 | $65K |
| Wilkerson Advisory Group LLC | 0.02% | No change | 1,296 | $63K |
| SHP Wealth Management | 0.00% | New | 1,245 | $61K |
| Hoey Investments, Inc. | 0.01% | Add +2.1% | 1,207 | $59K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,200 | $59K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,114 | $57K |
| Family Capital Trust Co | 0.02% | Add +1.0% | 1,160 | $57K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 1,154 | $56K |
| Key Financial Inc | 0.01% | No change | 1,107 | $54K |
| Aspect Partners, LLC | 0.02% | No change | 1,077 | $53K |
| Spire Wealth Management | 0.00% | Reduce -16.8% | 1,054 | $52K |
| American National Bank & Trust | 0.00% | No change | 1,046 | $51K |
| Security National Bank | 0.01% | New | 1,036 | $51K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,017 | $50K |
| TD Capital Management LLC | 0.00% | Add +26.9% | 1,000 | $49K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -40.8% | 980 | $48K |
| Adirondack Trust Co. | 0.02% | No change | 951 | $47K |
| RMG Wealth Management LLC | 0.01% | New | 915 | $46K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 941 | $46K |
| Team Financial Group, LLC | 0.02% | No change | 895 | $44K |
| Godfrey Financial Associates, Inc. | 0.04% | Add +1174.2% | 841 | $41K |
| HM Payson & Co. | 0.00% | Add +53.0% | 808 | $40K |
| PFS Partners, LLC | 0.02% | No change | 800 | $39K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +116.3% | 770 | $38K |
| Networth Advisors, LLC | 0.03% | New | 767 | $38K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 752 | $37K |
| CDKV Holdings LLC | 0.03% | No change | 736 | $36K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | Add +89.9% | 733 | $36K |
| Protective Life Corp. | 0.12% | New | 732 | $36K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 725 | $35K |
| Nalls Sherbakoff Group, LLC | 0.03% | Reduce -38.5% | 724 | $35K |
| Bellevue Asset Management, LLC | 0.02% | No change | 719 | $35K |
| Crewe Advisors LLC | 0.00% | No change | 661 | $32K |
| Intelligent Financial Strategies | 0.02% | No change | 646 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 632 | $31K |
| Oxford Financial Group, LTD. LLC | 0.00% | Add +31.9% | 620 | $30K |
| Motco | 0.00% | Reduce -89.0% | 619 | $30K |
| JPL Wealth Management, LLC | 0.01% | New | 613 | $30K |
| Citigroup Inc. | 0.00% | Add +72.3% | 603 | $30K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -6.1% | 570 | $28K |
| JDM Financial Group LLC | 0.01% | No change | 560 | $27K |
| Pinney & Scofield, Inc. | 0.01% | No change | 555 | $27K |
| Triumph Capital Management | 0.01% | Reduce -55.6% | 547 | $27K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 524 | $26K |
| Financial Life Planners | 0.02% | New | 513 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 494 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -9.6% | 491 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 452 | $22K |
| MidFirst Bank | 0.00% | No change | 426 | $21K |
| Paladin Advisory Group, LLC | 0.01% | No change | 401 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 371 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -30.4% | 350 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +554.7% | 347 | $17K |
| Robinswood Financial LLC | 0.01% | No change | 338 | $17K |
| Ascentis Independent Advisors | 0.00% | New | 337 | $16K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 333 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 323 | $16K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -11.3% | 322 | $16K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -48.9% | 321 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 317 | $16K |
| Lodestone Wealth Management LLC | 0.01% | No change | 316 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 295 | $14K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 281 | $14K |
| Global Wealth Strategies & Associates | 0.00% | No change | 276 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 260 | $13K |
| Noble Wealth Management PBC | 0.01% | Reduce -22.5% | 259 | $13K |
| Avion Wealth | 0.00% | No change | 249 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 245 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 230 | $11K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 232 | $11K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $10K |
| 3 Factor Indexing, LLC | 0.01% | — | 197 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 185 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 192 | $9K |
| MV Capital Management, Inc. | 0.00% | No change | 168 | $8K |
| Key Capital Management, INC | 0.01% | Add +221.2% | 167 | $8K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 157 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 152 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 149 | $7K |
| Hantz Financial Services, Inc. | 0.00% | No change | 141 | $7K |
| West Branch Capital LLC | 0.00% | New | 141 | $7K |
| Wiser Advisor Group LLC | 0.01% | No change | 139 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 138 | $7K |
| Blue Trust, Inc. | 0.00% | Add +753.9% | 111 | $5K |
| Signature Equity Partners, LLC | 0.00% | New | 106 | $5K |
| Main Street Group, LTD | 0.00% | New | 100 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 97 | $5K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 93 | $5K |
| Prosperity Bancshares Inc | 0.00% | No change | 78 | $4K |
| Curio Wealth, LLC | 0.00% | No change | 64 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $3K |
| Creative Capital Management Investments LLC | 0.00% | Add +587.5% | 55 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 51 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $2K |
| Graney & King, LLC | 0.00% | No change | 49 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 38 | $2K |
| Portus Wealth Advisors, LLC | 0.00% | New | 35 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 35 | $2K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 34 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 32 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 21 | $1K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -97.2% | 19 | $930 |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 18 | $881 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 15 | $734 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $710 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -89.7% | 8 | $397 |
| WFA of San Diego, LLC | 0.00% | No change | 7 | $343 |
| 10Elms LLP | 0.00% | No change | 2 | $98 |
| Strategic Advisory Partners, LLC | 0.00% | New | 1 | $38 |
"% 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.