Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q2 2026 (June 30)879holders +54
94new positions
38sold out
3famous investors
$52.74avg. 13F price*
At the end of Q2 2026, 879 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 54 from Q1 2026. 94 opened new positions and 38 sold out. The largest holders were Charles Schwab Investment Management Inc. ($7.4B), Wealth Enhancement Advisory Services, LLC ($858.6M) and Regions Financial Corp. ($523.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $115.1M |
| Exits | 38 | $40.6M |
All 13F filers, Q1 2026 → Q2 2026: 15,224,666 shares bought and 7,345,732 shares sold, net +7,878,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 879 holders
| Charles Schwab Investment Management Inc. | 0.99% | Reduce -1.4% | 141,104,114 | $7.4B |
| Wealth Enhancement Advisory Services, LLC | 1.44% | Add +12.4% | 16,409,142 | $858.6M |
| Regions Financial Corp. | 3.13% | Add +7.4% | 9,930,317 | $523.9M |
| Bank of America Corp. | 0.03% | Add +4.1% | 8,674,147 | $457.6M |
| Morgan Stanley | 0.02% | Add +5.6% | 7,264,805 | $383.3M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +3.3% | 6,322,811 | $333.6M |
| Wells Fargo & Company | 0.05% | Reduce -1.9% | 5,808,291 | $306.4M |
| Captrust Financial Advisors | 0.34% | Add +4.1% | 4,210,160 | $222.1M |
| Ameriprise Financial Inc. | 0.03% | Add +2.0% | 3,179,304 | $168.7M |
| Mountain Capital Investment Advisors Inc. | 21.95% | Add +0.4% | 2,921,147 | $154.1M |
| Victory Capital Management Inc. | 0.09% | No change | 2,914,968 | $153.8M |
| LPL Financial LLC | 0.03% | Add +7.6% | 2,878,360 | $151.9M |
| Auto-Owners Insurance Co | 3.22% | Reduce -25.7% | 2,703,000 | $142.6M |
| Boulay Financial Advisors, LLC | 12.93% | Reduce -2.8% | 2,647,681 | $139.7M |
| Foster & Motley Inc. | 6.17% | Add +4.0% | 2,540,904 | $134.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.4% | 2,496,264 | $131.7M |
| Corient Private Wealth LP | 0.14% | Reduce -11.6% | 1,852,977 | $97.8M |
| UBS Group AG | 0.01% | Add +8.5% | 1,718,340 | $90.7M |
| Cetera Investment Advisers | 0.08% | Add +2.2% | 1,680,462 | $88.7M |
| StoneX Group Inc. | 3.38% | Add +5.2% | 1,590,033 | $83.9M |
| HighTower Advisors, LLC | 0.08% | Add +7.2% | 1,481,192 | $78.1M |
| Savant Capital, LLC | 0.23% | Add +214.0% | 1,490,561 | $77.9M |
| AlphaCore Capital LLC | 1.39% | Reduce -4.0% | 1,433,644 | $75.6M |
| CVA Family Office, LLC | 6.63% | Add +2.7% | 1,388,139 | $73.2M |
| Osaic Holdings, Inc. | 0.08% | Add +38.1% | 1,328,711 | $70.1M |
| Alps Advisors Inc. | 0.32% | Add +11.1% | 1,308,474 | $69.0M |
| FMR LLC | 0.00% | Reduce -29.1% | 1,225,873 | $64.7M |
| Raymond James Financial Inc. | 0.02% | Add +7.5% | 1,199,965 | $63.3M |
| Nadler Financial Group, Inc. | 5.23% | Add +2.6% | 1,169,805 | $61.7M |
| Strata Wealth Advisors, LLC | 14.86% | Reduce -2.2% | 1,155,134 | $60.9M |
| Trust Co | 5.31% | Reduce -2.1% | 1,115,088 | $58.8M |
| Capital Advantage, Inc. | 7.08% | Reduce -0.5% | 1,100,538 | $58.1M |
| Capital Advisors Wealth Management, LLC | 6.64% | Add +1.8% | 1,070,071 | $56.5M |
| Hardy Reed LLC | 3.55% | Reduce -1.7% | 1,048,812 | $55.3M |
| Orion Porfolio Solutions, LLC | 0.42% | Reduce -3.8% | 1,029,944 | $54.3M |
| Charles Schwab Trust Co | 3.01% | Reduce -0.8% | 1,021,787 | $53.9M |
| Verde Capital Management | 9.90% | Add +2.3% | 1,015,065 | $53.6M |
| Canandaigua National Bank & Trust Co. | 4.51% | — | 1,014,722 | $53.5M |
| Mariner, LLC | 0.06% | Add +6.4% | 1,006,537 | $53.1M |
| Jane Street Group, LLC | 0.03% | Add +3992.5% | 1,000,000 | $52.8M |
| Focus Partners Wealth | 0.05% | Add +2.6% | 936,764 | $49.4M |
| Johnson Bixby & Associates, LLC | 5.26% | Add +2.0% | 892,902 | $47.1M |
| Mfa Wealth Advisors, LLC | 7.78% | Reduce -4.2% | 864,797 | $45.6M |
| Barry Investment Advisors, LLC | 9.10% | Add +3.2% | 824,655 | $43.5M |
| Focus Financial Network, Inc. | 1.34% | Add +5.8% | 821,704 | $43.4M |
| EP Wealth Advisors, LLC | 0.17% | Add +627.8% | 820,057 | $43.3M |
| Pallas Capital Advisors LLC | 1.31% | Add +5.2% | 809,830 | $42.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.2% | 805,459 | $42.5M |
| Unison Advisors LLC | 2.89% | Reduce -0.5% | 784,702 | $41.4M |
| Leavell Investment Management, Inc. | 1.47% | Add +4.0% | 763,756 | $40.3M |
| Dynamic Advisor Solutions LLC | 1.14% | Add +4.7% | 759,479 | $40.1M |
| Arlington Financial Advisors, LLC | 5.07% | Reduce -0.4% | 756,692 | $39.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 704,804 | $37.1M |
| MAI Capital Management | 0.14% | Add +13.9% | 682,536 | $36.0M |
| Royal Bank of Canada | 0.01% | Reduce -6.5% | 677,623 | $35.8M |
| Maia Wealth LLC | 5.20% | Add +23.8% | 667,648 | $35.2M |
| Bell Investment Advisors, Inc | 5.09% | Add +1.9% | 656,318 | $34.6M |
| Geneos Wealth Management Inc. | 0.70% | Add +4.9% | 654,333 | $34.5M |
| WESCAP Management Group, Inc. | 6.32% | Reduce -1.8% | 641,812 | $33.9M |
| Resonant Capital Advisors, LLC | 1.59% | Reduce -1.3% | 631,809 | $33.3M |
| Vise Technologies, Inc. | 0.36% | Add +33.2% | 602,570 | $31.8M |
| Creative Planning | 0.02% | Add +2.3% | 597,099 | $31.5M |
| Cerity Partners LLC | 0.04% | Add +49.4% | 583,345 | $31.0M |
| Cabot Wealth Management Inc. | 3.11% | Add +4.7% | 579,556 | $30.6M |
| Solitude Financial Services | 8.42% | Add +1.1% | 576,347 | $30.4M |
| Prairiewood Capital, LLC | 7.76% | Add +1.1% | 567,414 | $29.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.49% | Add +2.3% | 566,686 | $29.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.4% | 556,835 | $29.4M |
| Seven Springs Wealth Group, LLC | 6.22% | Add +4.7% | 529,390 | $27.9M |
| Opus Capital Group, LLC | 2.59% | Reduce -0.7% | 506,615 | $26.7M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +4.7% | 505,042 | $26.6M |
| Arax Advisory Partners | 0.17% | Add +3988.7% | 488,766 | $25.8M |
| Tradition Wealth Management, LLC | 1.54% | Reduce -3.3% | 476,515 | $25.1M |
| Capital Wealth Management, LLC | 6.03% | Add +2.6% | 475,448 | $25.1M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -3.8% | 464,688 | $24.5M |
| BIP Wealth, LLC | 0.69% | New | 458,391 | $24.2M |
| Howard Financial Services, LTD. | 2.38% | Add +8.7% | 451,265 | $23.8M |
| CENTRAL TRUST Co | 0.41% | Add +11.3% | 433,927 | $22.9M |
| Affinity Wealth LLC | 12.29% | Add +2.7% | 433,901 | $22.9M |
| &partners | 0.09% | Add +25.5% | 430,642 | $22.7M |
| Beacon Financial Planning, Inc. | 7.44% | Add +0.3% | 415,135 | $21.9M |
| Verum Partners LLC | 3.26% | Add +2.6% | 408,446 | $21.5M |
| Quantinno Capital Management LP | 0.03% | Add +31.0% | 402,882 | $21.3M |
| Moller Wealth Partners | 3.71% | Add +0.8% | 388,978 | $20.5M |
| Latko Wealth Management, Ltd. | 8.68% | Reduce -5.9% | 387,366 | $20.4M |
| Studio Investment Management LLC | 3.41% | Reduce -1.8% | 382,858 | $20.2M |
| HHM Wealth Advisors, LLC | 2.03% | Add +11.5% | 381,584 | $20.1M |
| Insight Wealth Strategies, LLC | 1.95% | New | 383,655 | $20.0M |
| JNBA Financial Advisors | 1.51% | Add +2.2% | 378,322 | $20.0M |
| MML Investors Services, LLC | 0.04% | Add +23.9% | 366,458 | $19.3M |
| Cerro Pacific Wealth Advisors LLC | 4.30% | Add +20.4% | 360,671 | $19.0M |
| Sound Portfolio Advisors, LLC | 13.45% | Reduce -6.4% | 359,334 | $19.0M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Reduce -1.6% | 339,982 | $17.9M |
| Certified Advisory Corp | 1.44% | Add +0.9% | 339,284 | $17.9M |
| Penserra Capital Management LLC | 0.14% | Reduce -7.6% | 334,646 | $17.7M |
| Mosley Wealth Management | 5.61% | Add +1835.8% | 333,920 | $17.6M |
| JHP Wealth Management, LLC | 14.33% | Add +2.3% | 331,675 | $17.5M |
| Keybank National Association | 0.06% | Add +1805.0% | 330,681 | $17.4M |
| Visionary Horizons, LLC | 7.06% | Add +21.9% | 320,357 | $16.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -21.8% | 314,269 | $16.6M |
| Cahill Financial Advisors Inc. | 1.51% | Add +2.4% | 297,892 | $15.7M |
| Flatrock Wealth Partners LLC | 6.06% | Add +8.3% | 292,260 | $15.4M |
| Jones Financial Companies LLLP | 0.01% | Add +37.9% | 292,147 | $15.4M |
| SOA Wealth Advisors, LLC. | 2.57% | Add +3.6% | 289,623 | $15.3M |
| William Mack & Associates, Inc. | 5.38% | Add +61.8% | 289,123 | $15.3M |
| Alpha Omega Wealth Management LLC | 2.31% | Add +2.5% | 287,876 | $15.2M |
| Pennsylvania Capital Management Inc. | 3.84% | Add +3.7% | 286,731 | $15.1M |
| Westover Capital Advisors, LLC | 2.50% | Add +0.4% | 285,332 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +57.4% | 284,942 | $15.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +13.8% | 281,960 | $14.9M |
| Aspiriant, LLC | 0.36% | Add +2.9% | 275,501 | $14.5M |
| Collective Family Office LLC | 2.96% | Add +1.7% | 274,401 | $14.5M |
| KRM Wealth Management L.L.C. | 6.25% | Add +4.4% | 269,162 | $14.2M |
| BlueSky Wealth Advisors, LLC | 1.57% | Reduce -8.7% | 256,826 | $13.6M |
| Keudell/Morrison Wealth Management | 2.49% | Reduce -42.7% | 250,158 | $13.2M |
| Financial Consulate, Inc. | 1.46% | Add +2.7% | 247,859 | $13.1M |
| NewEdge Advisors, LLC | 0.04% | Add +38.2% | 247,052 | $13.0M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +5.7% | 246,517 | $13.0M |
| 1900 Wealth Management LLC | 0.72% | Add +0.1% | 244,316 | $12.9M |
| NorthCrest Asset Manangement, LLC | 0.33% | Add +12.4% | 241,460 | $12.7M |
| Your Advocates Ltd., LLP | 3.56% | Reduce -4.2% | 236,163 | $12.5M |
| J.E. Simmons & Co., P.C. | 6.90% | Reduce -1.6% | 232,199 | $12.3M |
| Arq Wealth Advisors, LLC | 1.50% | Reduce -7.0% | 225,837 | $12.1M |
| Oppenheimer & Co. Inc. | 0.13% | Add +6.3% | 228,342 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Add +1.6% | 223,355 | $11.8M |
| Cherry Tree Wealth Management, LLC | 2.22% | Add +0.5% | 223,333 | $11.8M |
| Aprio Wealth Management, LLC | 0.58% | Add +49.0% | 222,963 | $11.8M |
| RHS Financial, LLC | 4.68% | Add +16.3% | 219,742 | $11.6M |
| Access Financial Services, Inc. | 3.72% | Reduce -0.6% | 215,023 | $11.3M |
| Arcadia Investment Advisors LLC | 4.76% | Reduce -1.5% | 213,972 | $11.3M |
| Lee Financial Co | 1.43% | Add +4.2% | 212,081 | $11.2M |
| FAS Wealth Partners, Inc. | 0.58% | Reduce -0.5% | 212,016 | $11.2M |
| Forefront Wealth Partners, LLC | 3.44% | Add +3.1% | 210,176 | $11.1M |
| Summit Financial, LLC | 0.12% | Add +2.6% | 209,904 | $11.1M |
| Bruce G. Allen Investments, LLC | 6.98% | Reduce -7.1% | 207,635 | $11.0M |
| Nicholas Hoffman & Company, LLC. | 0.23% | Add +31.8% | 206,843 | $10.9M |
| AQR Capital Management | 0.00% | Add +19.3% | 205,857 | $10.9M |
| Asset Allocation Strategies LLC | 1.66% | Add +0.7% | 203,871 | $10.8M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -1.0% | 202,815 | $10.7M |
| Towne Trust Company, N.A | 3.25% | Add +6.4% | 202,696 | $10.7M |
| IFG Advisory, LLC | 0.37% | New | 200,933 | $10.6M |
| Journey Advisory Group, LLC | 0.79% | Reduce -0.7% | 195,847 | $10.3M |
| McKinley Carter Wealth Services, Inc. | 0.53% | Reduce -2.5% | 193,864 | $10.2M |
| Principal Securities, Inc. | 0.12% | Reduce -15.6% | 193,524 | $10.2M |
| Firestone Capital Management | 1.87% | Add +5.9% | 190,638 | $10.1M |
| Washington Trust Advisors, Inc. | 0.75% | Reduce -0.4% | 190,518 | $10.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.84% | Reduce -2.0% | 188,870 | $10.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.9% | 188,211 | $9.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +2.3% | 186,924 | $9.9M |
| Sound Stewardship, LLC | 4.03% | Add +2.1% | 184,993 | $9.8M |
| Northland Capital Management LLC | 5.17% | Add +22.0% | 181,790 | $9.6M |
| Beacon Financial Group | 0.86% | Reduce -12.4% | 179,312 | $9.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +12.3% | 178,716 | $9.4M |
| Wingate Wealth Advisors, Inc. | 4.10% | Add +32.0% | 176,471 | $9.3M |
| Williams Financial, LLC | 4.76% | Add +3.2% | 174,572 | $9.2M |
| Ackerman Capital Advisors, LLC | 1.86% | Reduce -0.3% | 174,369 | $9.2M |
| IFP Advisors, Inc | 0.16% | Add +4.7% | 167,367 | $8.8M |
| Assetmark, Inc. | 0.01% | Reduce -19.8% | 163,362 | $8.6M |
| January Capital Advisors LLC | 7.15% | Add +335.7% | 162,267 | $8.6M |
| MorganRosel Wealth Management, LLC | 2.86% | Add +3.3% | 160,413 | $8.5M |
| WealthCare Investment Partners, LLC | 2.05% | Add +15.1% | 160,155 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.1% | 157,791 | $8.3M |
| Diversify Advisory Services, LLC | 0.14% | New | 156,019 | $8.3M |
| Diversify Wealth Management, LLC | 0.14% | Reduce -6.3% | 156,019 | $8.3M |
| Hengehold Capital Management LLC | 0.61% | Add +0.6% | 149,303 | $7.9M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +6.4% | 149,215 | $7.9M |
| Ritholtz Wealth Management | 0.12% | Add +10.7% | 147,277 | $7.8M |
| Richard P Slaughter Associates Inc | 1.53% | Add +48.3% | 146,321 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +3.4% | 142,384 | $7.5M |
| Occidental Asset Management, LLC | 0.73% | Add +8.6% | 139,456 | $7.4M |
| Guardian Financial Partners, LLC | 2.86% | Reduce -2.7% | 139,326 | $7.4M |
| Kuhn & Co Investment Counsel | 4.24% | Reduce -0.0% | 139,213 | $7.3M |
| Benjamin Edwards Inc. | 0.07% | Reduce -2.8% | 137,403 | $7.2M |
| Brooks, Moore & Associates, Inc. | 3.24% | Reduce -0.8% | 137,010 | $7.2M |
| Atria Investments, Inc | 0.07% | Add +393.4% | 134,724 | $7.1M |
| Kavar Capital Partners Group, LLC | 0.87% | Reduce -1.4% | 134,489 | $7.1M |
| Total Clarity Wealth Management, Inc. | 1.38% | Add +1.3% | 134,454 | $7.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -1.2% | 133,002 | $7.0M |
| Estate Counselors, LLC | 0.60% | Add +5.7% | 131,656 | $6.9M |
| BCS Wealth Management | 1.25% | Add +31.5% | 131,634 | $6.9M |
| Ifrah Financial Services, Inc. | 1.67% | Reduce -2.4% | 129,921 | $6.9M |
| Waterfront Wealth Inc. | 1.01% | Add +6.7% | 123,091 | $6.5M |
| Sovran Advisors, LLC | 0.48% | Add +10.1% | 120,796 | $6.4M |
| Sowell Financial Services LLC | 0.21% | Add +43.5% | 119,139 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 116,272 | $6.1M |
| Ballast Financial Advisors LLC | 5.53% | Reduce -4.4% | 115,801 | $6.1M |
| Asio Capital, LLC | 0.78% | Add +151.9% | 115,232 | $6.1M |
| NorthCoast Asset Management LLC | 0.13% | Add +25.2% | 115,231 | $6.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +7.5% | 114,661 | $6.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +3.2% | 113,855 | $6.0M |
| Oath Planning, LLC | 4.27% | Add +12.0% | 108,997 | $5.8M |
| Wealthspan Partners, LLC | 1.81% | Add +13.1% | 108,833 | $5.7M |
| Birchwood Financial Partners, Inc. | 4.63% | Add +5.2% | 107,344 | $5.7M |
| Alhambra Investment Management LLC | 2.45% | Reduce -13.1% | 106,271 | $5.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -33.7% | 105,990 | $5.6M |
| Cooke Wealth Management, LLC | 4.54% | Reduce -2.7% | 105,037 | $5.5M |
| HB Wealth Management, LLC | 0.03% | Add +1386.0% | 104,410 | $5.5M |
| Alesco Advisors, LLC, An ESL Co | 0.13% | Reduce -5.9% | 103,581 | $5.5M |
| Empowered Funds, LLC | 0.03% | New | 99,794 | $5.3M |
| Timmons Wealth Management, LLC | 3.72% | Reduce -4.7% | 96,491 | $5.1M |
| Merit Financial Group, LLC | 0.03% | Reduce -5.0% | 96,223 | $5.1M |
| Sax Wealth Advisors, LLC | 0.20% | Add +0.1% | 102,873 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -0.1% | 94,391 | $5.0M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +32.2% | 93,917 | $5.0M |
| IFC & Insurance Marketing, Inc. | 4.33% | Add +7.2% | 93,214 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +131.7% | 92,863 | $4.9M |
| First Pacific Financial | 0.58% | Add +10.6% | 91,639 | $4.8M |
| NewEdge Wealth, LLC | 0.05% | Reduce -5.0% | 91,515 | $4.8M |
| Rollins Financial Advisors, LLC | 0.62% | Add +68.0% | 89,469 | $4.7M |
| Cornerstone Wealth, LLC | 2.37% | Add +41.2% | 88,142 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 87,069 | $4.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +1.4% | 86,056 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +116.8% | 85,909 | $4.5M |
| Nicolet Bankshares Inc. | 0.14% | No change | 85,514 | $4.5M |
| Bleakley Financial Group, LLC | 0.06% | Add +4.6% | 84,907 | $4.5M |
| Essential Partners LLC | 2.06% | Add +12.2% | 84,832 | $4.5M |
| Lunt Capital Management, Inc. | 1.62% | Reduce -1.7% | 83,698 | $4.4M |
| Mendel Capital Management LLC | 1.98% | Add +1.0% | 83,364 | $4.4M |
| Wealth Enhancement Trust Services, Inc. | 0.48% | Add +44.5% | 82,547 | $4.4M |
| BFI Wealth Solutions, LLC | 3.22% | Reduce -1.9% | 82,356 | $4.3M |
| Ieq Capital, LLC | 0.02% | Add +0.8% | 82,191 | $4.3M |
| Brightwater Advisory LLC | 2.74% | Reduce -2.2% | 82,120 | $4.3M |
| Princeton Global Asset Management LLC | 0.60% | Add +3.4% | 79,064 | $4.2M |
| Roehl & Yi Investment Advisors, LLC | 1.36% | Add +29.4% | 83,417 | $4.1M |
| Rossby Financial, LCC | 0.74% | Add +26.9% | 77,089 | $4.1M |
| Novem Group | 0.41% | Add +6.4% | 76,828 | $4.1M |
| Keystone Wealth Services, LLC | 0.75% | Add +7.1% | 76,471 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -2.5% | 76,191 | $4.0M |
| Castle Wealth Management LLC | 1.19% | Reduce -2.6% | 75,835 | $4.0M |
| Gotham Asset Management | 0.01% | Add +2.3% | 74,280 | $3.9M |
| Auxano Advisors, LLC | 0.74% | Add +8.6% | 73,848 | $3.9M |
| Lakewood Asset Management LLC | 2.12% | Add +24.1% | 73,369 | $3.9M |
| Copper Harbor Investment Advisors, LLC | 0.82% | — | 73,262 | $3.9M |
| American Financial & Tax Strategies Inc. | 1.74% | Reduce -1.1% | 73,119 | $3.9M |
| Allworth Financial LP | 0.02% | Add +38.9% | 72,886 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 70,924 | $3.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.5% | 70,505 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +8.6% | 70,425 | $3.7M |
| Savvy Advisors, Inc. | 0.08% | Add +37.2% | 70,046 | $3.7M |
| CIBC Bancorp USA Inc. | 0.00% | Add +56.5% | 70,030 | $3.7M |
| Mission Wealth Management, LP | 0.05% | Add +307.4% | 68,750 | $3.6M |
| JB Capital LLC | 0.13% | Reduce -14.8% | 68,732 | $3.6M |
| Kaizen Financial Strategies | 1.43% | Add +223.9% | 69,451 | $3.6M |
| Ameritas Advisory Services, LLC | 0.07% | Add +640.0% | 68,624 | $3.6M |
| Level Four Advisory Services, LLC | 0.10% | New | 66,474 | $3.5M |
| Apollon Wealth Management, LLC | 0.04% | Add +7.2% | 64,885 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +16.9% | 64,590 | $3.4M |
| Centurion Wealth Management LLC | 0.80% | Reduce -8.8% | 63,285 | $3.3M |
| Sigma Planning Corp | 0.08% | Add +0.5% | 63,200 | $3.3M |
| True North Advisors, LLC | 0.32% | Reduce -5.2% | 62,576 | $3.3M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -3.4% | 62,482 | $3.3M |
| Carrera Capital Advisors | 0.48% | Reduce -0.5% | 61,949 | $3.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -20.2% | 61,578 | $3.2M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -0.7% | 59,316 | $3.2M |
| Quantum Portfolio Management LLC | 1.16% | Add +21.1% | 61,082 | $3.2M |
| Capital Square, LLC | 1.40% | Add +1.2% | 59,975 | $3.2M |
| Cathy Pareto & Associates, Inc. | 1.84% | Add +37.6% | 59,325 | $3.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -3.2% | 58,763 | $3.1M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -33.7% | 58,479 | $3.1M |
| Cutler Investment Counsel LLC | 0.29% | Add +10.5% | 58,028 | $3.1M |
| Kathmere Capital Management, LLC | 0.16% | Reduce -2.0% | 57,755 | $3.0M |
| Curtis Advisory Group, LLC | 0.59% | Add +10.3% | 57,335 | $3.0M |
| Basso Capital Management, L.P. | 0.74% | New | 57,114 | $3.0M |
| Lido Advisors, LLC | 0.01% | Reduce -13.9% | 56,505 | $3.0M |
| Tempus Wealth Planning, LLC | 0.58% | Add +2.8% | 56,495 | $3.0M |
| Triad Wealth Partners, LLC | 0.18% | Reduce -27.0% | 54,787 | $3.0M |
| LongView Wealth Management | 0.75% | Reduce -35.1% | 55,584 | $2.9M |
| Dahring | Cusmano LLC | 1.51% | Add +10.1% | 54,380 | $2.9M |
| Heritage Wealth Management, Inc. | 0.71% | New | 54,177 | $2.9M |
| Everest Financial Group LLC | 0.39% | New | 54,013 | $2.8M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -0.0% | 53,186 | $2.8M |
| Traub Capital Management LLC | 2.49% | Add +1.3% | 52,983 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +1.8% | 52,931 | $2.8M |
| Integrity Alliance, Llc. | 0.09% | Reduce -1.5% | 52,923 | $2.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -4.0% | 52,796 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.27% | Add +0.1% | 52,656 | $2.8M |
| Sonoma Private Wealth LLC | 2.90% | Reduce -1.0% | 51,238 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.72% | Reduce -4.3% | 50,786 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.4% | 50,707 | $2.7M |
| Whipplewood Advisors, LLC | 1.79% | Reduce -11.7% | 50,512 | $2.7M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -3.5% | 50,385 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.0% | 49,066 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +1.4% | 48,656 | $2.6M |
| Aspiring Ventures, LLC | 0.67% | Reduce -0.9% | 48,057 | $2.5M |
| Haven Private, LLC | 0.96% | Reduce -0.7% | 47,776 | $2.5M |
| Wealthfront Advisers LLC | 0.00% | Add +13.7% | 47,568 | $2.5M |
| Nvest Wealth Strategies, Inc. | 1.57% | Reduce -0.2% | 47,472 | $2.5M |
| Betterment LLC | 0.00% | Add +2.3% | 47,086 | $2.5M |
| L.K. Benson & Company, P.C. | 0.74% | Add +0.1% | 46,656 | $2.5M |
| Ciovacco Capital Management LLC | 1.08% | Add +0.1% | 45,925 | $2.4M |
| Family Legacy, Inc. | 0.65% | Reduce -0.1% | 45,906 | $2.4M |
| Belpointe Asset Management LLC | 0.08% | Add +5.6% | 45,256 | $2.4M |
| Mason Investment Advisory Services, Inc. | 0.09% | No change | 44,934 | $2.4M |
| Arista Wealth Management, LLC | 0.25% | Reduce -2.6% | 44,691 | $2.4M |
| Argos Wealth Advisors, LLC | 0.61% | Add +0.8% | 43,913 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 42,709 | $2.3M |
| Bristlecone Value Partners, LLC | 1.80% | Add +0.3% | 42,398 | $2.2M |
| Rf&l Wealth Management, LLC | 1.51% | Reduce -1.8% | 42,205 | $2.2M |
| Stage Harbor Financial, LLC | 1.24% | Reduce -8.3% | 40,732 | $2.1M |
| Ethos Financial Group, LLC | 0.14% | Add +2.3% | 40,499 | $2.1M |
| Simplicity Wealth,LLC | 0.07% | Add +622.9% | 40,439 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +437.9% | 40,400 | $2.1M |
| Essential Investment Partners LLC | 1.67% | Add +27.8% | 39,476 | $2.1M |
| Dupree Financial Group, LLC | 0.77% | Add +0.1% | 39,048 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.9% | 38,843 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.0% | 38,721 | $2.0M |
| Western Wealth Management, LLC | 0.07% | Add +7.2% | 38,588 | $2.0M |
| Composition Wealth, LLC | 0.02% | Reduce -8.7% | 38,585 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.48% | Reduce -0.3% | 38,502 | $2.0M |
| Red Reef Advisors LLC | 1.87% | Add +0.6% | 38,473 | $2.0M |
| Calton & Associates, Inc. | 0.30% | Add +32.3% | 38,309 | $2.0M |
| Directional Asset Management | 1.92% | Add +0.9% | 38,181 | $2.0M |
| Magnolia Private Wealth, LLC | 1.11% | Reduce -4.8% | 38,171 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +437.0% | 37,791 | $2.0M |
| Westmount Partners, LLC | 0.44% | Add +0.1% | 37,598 | $2.0M |
| McGrath & Associates, Inc. | 2.58% | Reduce -1.1% | 37,480 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.62% | Reduce -2.4% | 37,389 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.7% | 36,971 | $2.0M |
| Beto Financial Group, LLC | 1.02% | Reduce -2.8% | 36,895 | $1.9M |
| Cidel Asset Management Inc. | 0.09% | No change | 36,535 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -6.3% | 36,530 | $1.9M |
| Silver Oak Securities, Incorporated | 0.12% | Add +13.8% | 36,064 | $1.9M |
| Bank of Montreal | 0.00% | Add +19.3% | 35,449 | $1.9M |
| Warner Financial, Inc. | 0.55% | Add +0.4% | 35,399 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | Add +66.8% | 35,109 | $1.9M |
| Main Street Financial Solutions, LLC | 0.12% | No change | 34,911 | $1.8M |
| JT Stratford LLC | 0.20% | Add +8.5% | 34,200 | $1.8M |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.4% | 33,926 | $1.8M |
| Meridian Investment Counsel Inc. | 0.38% | Add +1.6% | 33,587 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -28.5% | 33,408 | $1.8M |
| Patten Group, Inc. | 0.27% | Add +4.2% | 33,325 | $1.8M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -8.8% | 33,325 | $1.8M |
| Creekside Partners | 0.63% | Add +0.1% | 33,091 | $1.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.21% | Add +5.5% | 33,023 | $1.7M |
| Montag A & Associates Inc. | 0.07% | Reduce -0.1% | 32,890 | $1.7M |
| Northwest Wealth Management, LLC | 0.23% | Add +0.7% | 32,797 | $1.7M |
| Mayfair Advisory Group, LLC | 0.52% | Add +40.5% | 32,639 | $1.7M |
| Argent Trust Co | 0.05% | Add +51.8% | 32,456 | $1.7M |
| Phil A. Younker & Associates, Ltd. | 1.12% | No change | 31,530 | $1.7M |
| Lutz Financial Services LLC | 0.10% | Reduce -0.7% | 31,486 | $1.7M |
| US Bancorp \de | 0.00% | Add +47.5% | 31,250 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -97.0% | 30,918 | $1.6M |
| Carter Financial, LLC | 1.22% | Add +44.4% | 30,914 | $1.6M |
| Index Technologies Group LLC | 1.30% | Add +20.1% | 30,761 | $1.6M |
| Compass Financial Group, INC | 0.19% | New | 30,646 | $1.6M |
| Trivium Point Advisory, LLC | 0.14% | Add +93.4% | 30,275 | $1.6M |
| Brand Asset Management Group, Inc. | 0.35% | Reduce -0.9% | 30,218 | $1.6M |
| Bokf, NA | 0.02% | Add +42.9% | 30,026 | $1.6M |
| Solstein Capital, LLC | 0.54% | Add +0.6% | 29,700 | $1.6M |
| Elevation Wealth Partners, LLC | 0.47% | Reduce -6.2% | 29,484 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +33.2% | 29,237 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +21.5% | 29,192 | $1.5M |
| OMNI 360 Wealth, Inc. | 0.71% | Add +6.4% | 29,036 | $1.5M |
| N.E.W. Advisory Services LLC | 0.10% | Add +22.8% | 28,999 | $1.5M |
| Eagle Strategies LLC | 0.15% | Add +2.6% | 28,591 | $1.5M |
| Marshall Financial Group, LLC | 0.22% | Reduce -1.9% | 28,417 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | New | 28,403 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 28,212 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.22% | No change | 28,136 | $1.5M |
| Archvest Wealth Advisors, Inc. | 0.85% | Add +1.4% | 27,789 | $1.5M |
| SteelPeak Wealth, LLC | 0.04% | New | 27,753 | $1.5M |
| Ceera Investments, LLC | 0.62% | New | 27,520 | $1.5M |
| City Center Advisors, LLC | 1.17% | Add +3.8% | 27,360 | $1.4M |
| Advus Financial Partners, LLC | 0.33% | Reduce -0.3% | 27,347 | $1.4M |
| Archford Capital Strategies, LLC | 0.15% | Reduce -2.8% | 27,273 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +8.8% | 26,688 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.38% | Add +0.1% | 25,092 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +16.3% | 24,719 | $1.3M |
| Wealth Advisory Team LLC | 1.05% | — | 24,510 | $1.3M |
| Nuveen, LLC | 0.00% | New | 24,465 | $1.3M |
| Financial Perspectives, Inc | 0.31% | No change | 24,230 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +1.7% | 24,218 | $1.3M |
| Synergy Investment Management, LLC | 0.31% | Add +20.0% | 24,120 | $1.3M |
| KM Capital Management Ltd. | 0.59% | New | 23,956 | $1.3M |
| Menlo Advisors LLC | 0.55% | No change | 23,846 | $1.3M |
| Dickmeyer Boyce Financial Management, Inc. | 0.65% | Add +27.6% | 23,677 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -10.6% | 23,144 | $1.2M |
| Arwa LLC | 0.51% | New | 23,042 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -54.0% | 22,913 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 22,658 | $1.2M |
| Madison Wealth Partners, Inc | 0.15% | New | 22,597 | $1.2M |
| Balentine LLC | 0.04% | Reduce -13.2% | 22,589 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +14.7% | 22,495 | $1.2M |
| Maseco LLP | 0.03% | Reduce -3.1% | 22,153 | $1.2M |
| Evanson Financial, LLC | 0.06% | — | 22,082 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +14.7% | 22,014 | $1.2M |
| Invst, LLC | 0.11% | Reduce -5.3% | 21,876 | $1.2M |
| Compound Planning, Inc. | 0.03% | Add +47.6% | 21,639 | $1.1M |
| Altfest L J & Co. Inc. | 0.11% | Add +2.6% | 21,414 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.46% | Add +59.8% | 21,399 | $1.1M |
| Whitener Capital Management, Inc. | 0.24% | Add +3.1% | 21,049 | $1.1M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.38% | — | 21,048 | $1.1M |
| Asset Management Group, Inc. | 0.16% | Reduce -0.9% | 20,416 | $1.1M |
| Flagship Wealth Advisors, LLC | 0.24% | New | 20,391 | $1.1M |
| Worth Asset Management, LLC | 0.34% | Add +21.2% | 20,286 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -22.5% | 20,154 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +22.3% | 20,076 | $1.1M |
| Riverchase Wealth Management, LLC | 0.49% | Reduce -0.5% | 19,818 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.4% | 19,581 | $1.0M |
| Tumwater Wealth Management, LLC | 0.37% | No change | 19,571 | $1.0M |
| CPC Advisors, LLC | 0.14% | Reduce -10.3% | 19,410 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | — | 19,208 | $1.0M |
| Everhart Financial Group, Inc. | 0.06% | Reduce -2.6% | 19,139 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.3% | 19,036 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 20,357 | $996K |
| Bulwark Capital Corp | 0.56% | Add +0.8% | 18,724 | $988K |
| Clearstead Advisors, LLC | 0.01% | Add +43.2% | 18,474 | $975K |
| First County Bank | 0.46% | Reduce -20.7% | 18,452 | $974K |
| Brighton Jones LLC | 0.02% | Add +13.8% | 18,401 | $971K |
| Larson Financial Group LLC | 0.03% | Reduce -6.1% | 18,247 | $963K |
| LVW Advisors, LLC | 0.08% | Reduce -6.2% | 18,215 | $961K |
| Diversified Portfolios, Inc. | 0.07% | No change | 18,116 | $956K |
| Detalus Advisors, LLC | 0.18% | Add +39.9% | 17,960 | $948K |
| Colonial Trust Co / SC | 0.12% | No change | 17,813 | $940K |
| Revisor Wealth Management LLC | 0.22% | New | 17,332 | $914K |
| Kings Path Partners LLC | 0.24% | No change | 17,200 | $907K |
| Embree Financial Group | 0.09% | Add +82.1% | 17,110 | $903K |
| Natixis Advisors, LLC | 0.00% | New | 17,003 | $897K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -10.0% | 16,992 | $896K |
| Truist Financial Corp. | 0.00% | Add +6.6% | 16,931 | $893K |
| Eq Wealth Advisors, LLC | 0.49% | Add +0.8% | 16,867 | $890K |
| Francis Financial, Inc. | 0.14% | No change | 16,654 | $879K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 16,597 | $876K |
| Perissos Private Wealth Management, LLC | 0.59% | Add +37.9% | 16,532 | $872K |
| Keystone Financial Group | 0.05% | Reduce -6.8% | 16,488 | $870K |
| Stone Summit Wealth LLC | 0.22% | No change | 16,455 | $868K |
| Glass Jacobson Investment Advisors llc | 0.27% | Add +11.4% | 16,409 | $866K |
| Harbour Investments, Inc. | 0.01% | Add +4.2% | 16,402 | $865K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 16,321 | $861K |
| Triangle Securities Wealth Management | 0.17% | Reduce -0.5% | 16,273 | $859K |
| Pacific Park Financial, Inc. | 0.49% | Reduce -44.3% | 16,130 | $851K |
| Kelman-Lazarov, Inc. | 0.11% | Add +0.0% | 16,103 | $850K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.4% | 16,089 | $849K |
| United Capital Financial Advisors, LLC | 0.00% | Add +51.2% | 16,072 | $845K |
| Mgo One Seven LLC | 0.01% | Reduce -17.9% | 16,006 | $844K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +0.8% | 15,701 | $828K |
| Range Advisory, LLC | 0.10% | Add +2.7% | 15,620 | $824K |
| Appleton Partners Inc. | 0.05% | Add +9.1% | 15,601 | $823K |
| Keyvantage Wealth, LLC | 0.31% | No change | 15,589 | $822K |
| Skyline Advisors, Inc. | 0.26% | Reduce -3.4% | 15,491 | $817K |
| AE Wealth Management LLC | 0.00% | Add +27.9% | 15,490 | $817K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | No change | 15,408 | $813K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.6% | 15,374 | $811K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +14.0% | 15,360 | $810K |
| Creative Financial Designs Inc. | 0.04% | Add +21.3% | 15,342 | $809K |
| Clarity Capital Advisors, LLC | 0.34% | Add +0.6% | 15,245 | $804K |
| PCA Investment Advisory Services Inc. | 0.22% | Reduce -18.0% | 15,218 | $803K |
| Strategic Blueprint, LLC | 0.04% | Reduce -24.8% | 15,106 | $797K |
| Strategic Family Wealth Counselors, L.L.C. | 0.18% | No change | 14,968 | $790K |
| JMG Financial Group, Ltd. | 0.02% | Add +42.0% | 14,949 | $789K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +28.3% | 14,817 | $782K |
| NorthRock Partners, LLC | 0.01% | Reduce -39.0% | 14,727 | $777K |
| Bluedoor Private Wealth, LLC | 0.32% | No change | 14,601 | $770K |
| BOS Asset Management, LLC | 0.18% | New | 14,347 | $757K |
| G2 Capital Management, LLC / Oh | 0.16% | Reduce -1.9% | 14,298 | $754K |
| Gambit Capital Management, LLC | 0.44% | Reduce -1.2% | 14,168 | $748K |
| Red Mountain Financial, LLC | 0.62% | Add +1.3% | 14,079 | $743K |
| PDS Planning, Inc | 0.04% | Add +0.1% | 14,014 | $739K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -11.0% | 13,887 | $733K |
| Van Den Berg Management I, Inc. | 0.15% | Reduce -5.8% | 13,849 | $731K |
| Kane Investment Management, Inc. | 0.31% | New | 13,792 | $728K |
| Summit Trail Advisors, LLC | 0.01% | Add +39.5% | 13,754 | $726K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 13,738 | $725K |
| Victory Financial Group, LLC | 0.08% | Reduce -21.3% | 13,730 | $724K |
| Downshift Financial, LLC | 0.33% | Add +0.0% | 13,720 | $724K |
| Asset Dedication, LLC | 0.04% | Add +29.4% | 13,461 | $710K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +8.0% | 13,455 | $710K |
| Members Trust Co | 0.02% | No change | 13,439 | $709K |
| Vanguard Advisers Inc. | 0.00% | Add +16.3% | 13,416 | $708K |
| WESPAC Advisors, LLC | 0.34% | No change | 13,398 | $707K |
| Kiley Juergens Wealth Management, LLC | 0.11% | No change | 13,334 | $704K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -11.6% | 13,250 | $699K |
| HUB Investment Partners, LLC | 0.01% | Add +11.5% | 13,242 | $699K |
| Csenge Advisory Group | 0.03% | Reduce -4.8% | 13,075 | $690K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -2.0% | 12,978 | $685K |
| Swisher Financial Concepts, Inc. | 0.43% | Reduce -44.9% | 12,955 | $684K |
| 17 Capital Partners, LLC | 0.31% | Reduce -4.6% | 12,917 | $682K |
| Root Financial Partners, LLC | 0.03% | Reduce -2.4% | 12,914 | $681K |
| Lodestar Private Asset Management LLC | 0.06% | Add +8.9% | 12,817 | $676K |
| Wedmont Private Capital | 0.02% | Reduce -17.4% | 12,643 | $671K |
| Avior Wealth Management, LLC | 0.02% | Reduce -16.8% | 12,665 | $668K |
| Monetary Solutions, Ltd | 0.58% | Add +15.1% | 12,659 | $668K |
| J. Derek Lewis & Associates Inc. | 0.12% | Reduce -0.9% | 12,388 | $654K |
| Values Added Financial LLC | 0.23% | No change | 12,201 | $644K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.9% | 12,169 | $642K |
| Davidson Kahn Capital Management, LLC | 0.27% | Reduce -0.6% | 12,052 | $636K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +54.0% | 11,995 | $633K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +10.1% | 11,989 | $632K |
| Facet Wealth, Inc. | 0.01% | Add +1.8% | 11,820 | $624K |
| Security Financial Services, INC. | 0.09% | Reduce -5.6% | 11,765 | $621K |
| Millstone Evans Group, LLC | 0.33% | Reduce -5.8% | 11,677 | $616K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,644 | $614K |
| Accredited Investors Inc. | 0.03% | Add +1.0% | 11,550 | $609K |
| CoreCap Advisors, LLC | 0.02% | Reduce -22.0% | 11,540 | $609K |
| Seed Wealth Management, Inc. | 0.39% | No change | 11,530 | $608K |
| Ehrlich Financial Group | 0.31% | Reduce -1.8% | 11,527 | $608K |
| James Investment Research, Inc. | 0.06% | Add +0.7% | 11,371 | $600K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.1% | 11,370 | $600K |
| Avantra Family Wealth, Inc. | 0.38% | Add +1.6% | 11,188 | $590K |
| NBT Bank, N.A. | 0.04% | Add +1.4% | 11,121 | $587K |
| DDD Partners, LLC | 0.04% | Reduce -65.8% | 11,076 | $584K |
| Mutual Advisors, LLC | 0.01% | Add +15.3% | 11,052 | $583K |
| Spartan Wealth Advisory Services LLC | 0.05% | Add +14.7% | 10,928 | $577K |
| Sei Investments Co. | 0.00% | Add +1.7% | 10,898 | $575K |
| PNC Financial Services Group, Inc. | 0.00% | Add +185.2% | 10,862 | $573K |
| Capital Analysts, LLC | 0.01% | Reduce -4.1% | 10,852 | $573K |
| Evergreen Capital Management LLC | 0.01% | Add +0.3% | 10,784 | $569K |
| Huntington National Bank | 0.00% | Reduce -7.7% | 10,783 | $569K |
| D'Orazio & Associates, Inc. | 0.07% | No change | 10,782 | $569K |
| Private Wealth Management Group, LLC | 0.13% | No change | 10,771 | $568K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -11.5% | 10,769 | $568K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -5.3% | 10,591 | $557K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.4% | 10,491 | $554K |
| Lynx Investment Advisory | 0.18% | New | 10,399 | $549K |
| Brown Advisory Inc. | 0.00% | Add +6.4% | 10,279 | $542K |
| Choreo, LLC | 0.01% | Add +18.5% | 10,212 | $539K |
| Peregrine Asset Advisers, Inc. | 0.12% | New | 10,094 | $533K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -3.6% | 10,070 | $531K |
| Partners Wealth Management, LLC | 0.52% | Add +16.9% | 9,990 | $527K |
| Round Rock Advisors LLC | 0.07% | No change | 9,978 | $526K |
| Linscomb Wealth, Inc. | 0.02% | New | 9,964 | $526K |
| Parallel Advisors, LLC | 0.01% | Add +21.5% | 9,949 | $525K |
| Ellevest, Inc. | 0.06% | Add +11.6% | 10,014 | $520K |
| Crusonia Wealth Advisors LLC | 0.09% | Add +8.3% | 9,849 | $520K |
| GeoWealth Management, LLC | 0.02% | Reduce -9.2% | 9,586 | $506K |
| Diversified Management Inc. | 0.11% | No change | 9,578 | $505K |
| Ballast, Inc. | 0.09% | New | 9,500 | $501K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.9% | 9,497 | $501K |
| Rothschild Investment LLC | 0.02% | Add +2454.7% | 9,478 | $500K |
| Evolution Advisers, Inc. | 0.18% | New | 9,453 | $498K |
| Chicago Partners Investment Group LLC | 0.01% | Add +26.6% | 9,307 | $493K |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.5% | 9,331 | $492K |
| Frankly Finances, LLC | 0.38% | No change | 9,214 | $486K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +0.6% | 9,196 | $485K |
| KCM Investment Advisors LLC | 0.01% | Add +1.1% | 9,184 | $485K |
| WealthCollab, LLC | 0.18% | Add +48.7% | 9,163 | $483K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 9,114 | $481K |
| Selective Wealth Management, Inc. | 0.13% | No change | 9,088 | $479K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +20.1% | 9,073 | $479K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +78.3% | 8,990 | $474K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.2% | 8,921 | $471K |
| Security National Bank of So Dak | 0.22% | Add +20.4% | 8,899 | $470K |
| Lanark Financial, Inc. | 0.03% | Add +0.0% | 8,816 | $465K |
| Foguth Wealth Management, LLC. | 0.05% | Add +72.7% | 8,813 | $462K |
| Cambridge Financial Group, LLC | 0.14% | Reduce -28.1% | 8,723 | $460K |
| Freestone Capital Holdings, LLC | 0.01% | Add +11.8% | 8,670 | $457K |
| GK Wealth Management LLC | 0.28% | New | 8,666 | $457K |
| SouthState Bank Corp | 0.02% | Add +0.0% | 8,584 | $453K |
| PFG Advisors | 0.02% | Reduce -12.8% | 8,551 | $451K |
| International Assets Investment Management, LLC | 0.03% | No change | 8,564 | $448K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 8,466 | $447K |
| Texas Yale Capital Corp. | 0.01% | No change | 8,461 | $446K |
| Apella Capital, LLC | 0.01% | Add +2.8% | 8,211 | $435K |
| World Investment Advisors | 0.01% | Reduce -7.7% | 8,677 | $434K |
| Ascent Group, LLC | 0.01% | New | 8,116 | $428K |
| Advisory Alpha, LLC | 0.01% | Add +4.0% | 8,080 | $426K |
| Atlantic Union Bankshares Corp | 0.01% | Add +12.3% | 8,064 | $425K |
| Valmark Advisers, Inc. | 0.00% | Reduce -7.8% | 7,961 | $420K |
| Rwa Wealth Partners, LLC | 0.00% | Add +15.3% | 7,946 | $419K |
| Global Assets Advisory, LLC | 0.09% | New | 8,008 | $418K |
| William Howard & Co Financial Advisors Inc | 0.32% | Add +0.6% | 7,866 | $415K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +2.1% | 7,832 | $413K |
| Plan A Wealth LLC | 0.17% | Reduce -3.3% | 7,709 | $407K |
| Independent Advisor Alliance | 0.01% | Reduce -53.4% | 7,704 | $406K |
| Clarkston Capital Partners, LLC | 0.03% | Reduce -83.7% | 7,664 | $404K |
| Canal Capital Management, LLC | 0.05% | Add +42.9% | 7,643 | $403K |
| Clark Asset Management, LLC | 0.03% | Add +9.9% | 7,631 | $403K |
| Vision Retirement, LLC | 0.10% | Add +3.9% | 7,583 | $400K |
| Harbour Investment Management LLC | 0.21% | No change | 7,539 | $398K |
| Signaturefd, LLC | 0.01% | Add +5.1% | 7,521 | $397K |
| Crescent Sterling, Ltd. | 0.35% | Add +1.4% | 7,498 | $396K |
| Wealth Forward, LLC | 0.20% | Add +5.8% | 7,468 | $394K |
| Lauterbach Financial Advisors, LLC | 0.17% | Reduce -6.6% | 7,449 | $393K |
| Financial Life Planners | 0.25% | Add +1346.8% | 7,422 | $392K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -1.8% | 7,343 | $387K |
| First Horizon Corp. | 0.01% | Reduce -8.1% | 7,327 | $387K |
| KLCM Advisors, Inc. | 0.03% | Reduce -2.4% | 7,291 | $385K |
| Caerus Investment Advisors, LLC | 0.13% | No change | 7,270 | $384K |
| Glenview Trust Co | 0.01% | No change | 7,244 | $382K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.7% | 7,193 | $379K |
| First Financial Bankshares Inc | 0.01% | New | 7,155 | $377K |
| Oarsman Capital, Inc. | 0.04% | Reduce -8.1% | 7,122 | $376K |
| Tactive Advisors, LLC | 0.09% | Add +26.9% | 7,120 | $376K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -9.7% | 7,069 | $373K |
| BXM Wealth LLC | 0.20% | New | 7,041 | $371K |
| Condor Capital Management | 0.03% | Add +0.0% | 6,996 | $369K |
| Seven Mile Advisory | 0.25% | No change | 6,980 | $368K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +6.3% | 6,966 | $368K |
| Curi Capital, LLC | 0.01% | Reduce -58.6% | 6,949 | $367K |
| Redhawk Wealth Advisors, Inc. | 0.04% | New | 6,945 | $366K |
| Regal Investment Advisors LLC | 0.02% | Reduce -29.3% | 6,941 | $366K |
| Bell Bank | 0.01% | No change | 6,940 | $366K |
| Front Row Advisors LLC | 0.11% | Add +11.8% | 6,624 | $365K |
| Brio Consultants, LLC | 0.04% | Reduce -12.4% | 6,913 | $365K |
| MCF Advisors LLC | 0.01% | Add +6.3% | 6,893 | $364K |
| RFG Advisory, LLC | 0.01% | Reduce -0.1% | 6,884 | $363K |
| Ade, LLC | 0.15% | Add +1.1% | 6,724 | $355K |
| Compass Financial Management LLC | 0.04% | — | 6,718 | $355K |
| Elgethun Capital Management | 0.05% | Reduce -0.1% | 6,720 | $355K |
| Opus Financial Solutions LLC | 0.29% | No change | 6,706 | $354K |
| Spectrum Planning & Advisory Services Inc. | 0.16% | Reduce -40.3% | 6,676 | $352K |
| Wetzel Investment Advisors, Inc. | 0.12% | New | 6,647 | $351K |
| Vanguard National Trust Co | 0.02% | No change | 6,593 | $348K |
| Catalyst Investment Management LLC | 0.31% | No change | 6,526 | $344K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 6,500 | $343K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.5% | 6,492 | $343K |
| MBE Wealth Management, LLC | 0.12% | Reduce -0.1% | 6,478 | $342K |
| Brookstone Capital Management | 0.00% | Reduce -11.8% | 6,457 | $341K |
| Advyzon Investment Management, LLC | 0.02% | New | 6,445 | $340K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.3% | 6,435 | $340K |
| 6th Street Advisors, LLC | 0.19% | No change | 6,336 | $334K |
| Squarepoint Ops LLC | 0.00% | Reduce -68.0% | 6,287 | $332K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 6,257 | $330K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +31.4% | 6,250 | $330K |
| Manuka Financial, LLC | 0.17% | No change | 6,214 | $328K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.8% | 6,203 | $327K |
| Elite Financial, Inc. | 0.13% | Add +0.2% | 6,212 | $327K |
| Tortoise Investment Management, LLC | 0.02% | No change | 6,196 | $327K |
| Evercore Wealth Management, LLC | 0.00% | No change | 6,186 | $326K |
| Gradient Investments LLC | 0.00% | Reduce -1.6% | 6,178 | $326K |
| Empower Advisory Group, LLC | 0.00% | Reduce -11.6% | 6,126 | $323K |
| CFO4Life Group, LLC | 0.04% | Add +0.6% | 6,118 | $323K |
| Whittier Trust Co. | 0.00% | No change | 6,021 | $322K |
| Axxcess Wealth Management, LLC | 0.01% | Add +35.5% | 6,078 | $321K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.0% | 5,955 | $314K |
| Soltis Investment Advisors LLC | 0.02% | Add +3.8% | 5,950 | $314K |
| Leuthold Group, LLC | 0.03% | Add +1.4% | 5,860 | $309K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -9.7% | 5,851 | $309K |
| XY Planning Network, Inc. | 0.04% | New | 5,845 | $308K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +15.6% | 5,843 | $308K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -85.4% | 5,804 | $306K |
| Quadrant Capital Group LLC | 0.01% | New | 5,722 | $302K |
| Sfmg, LLC | 0.02% | Add +0.3% | 5,690 | $300K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 5,658 | $300K |
| Principia Wealth Advisory, LLC | 0.15% | Reduce -55.2% | 5,671 | $299K |
| WealthBridge Capital Management, LLC | 0.06% | New | 5,657 | $298K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -2.9% | 5,620 | $297K |
| Hidden Cove Wealth Management, LLC | 0.16% | New | 5,613 | $296K |
| Fisher Asset Management | 0.00% | Reduce -24.3% | 5,596 | $295K |
| Coastwise Capital Group, LLC | 0.17% | Add +0.6% | 5,591 | $295K |
| Phillip James Consulting Co. | 0.20% | New | 5,590 | $295K |
| McCartney Wealth Management LLC | 0.22% | Reduce -0.2% | 5,560 | $293K |
| Caprock Group, LLC | 0.01% | Add +0.1% | 5,491 | $290K |
| Channel Wealth LLC | 0.06% | Reduce -3.5% | 5,460 | $288K |
| Tenon Financial LLC | 0.09% | Add +4.8% | 5,363 | $283K |
| Milestone Investment Advisors LLC | 0.06% | No change | 5,253 | $277K |
| Patten & Patten Inc. | 0.01% | No change | 5,208 | $275K |
| Addison Advisors LLC | 0.13% | Reduce -42.6% | 5,152 | $272K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -18.1% | 5,140 | $271K |
| Confluence Wealth Services, Inc. | 0.01% | New | 5,060 | $267K |
| Lafayette Investments, Inc. | 0.05% | Reduce -0.6% | 5,046 | $266K |
| West Wealth Group, LLC | 0.04% | Reduce -30.6% | 5,007 | $264K |
| Wilkins Miller Wealth Management, LLC | 0.14% | Add +0.4% | 4,997 | $264K |
| Empirical Asset Management, LLC | 0.06% | Add +0.6% | 4,982 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.7% | 4,988 | $262K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 4,961 | $262K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -1.8% | 4,925 | $260K |
| Versant Capital Management, Inc | 0.02% | Reduce -28.8% | 4,770 | $252K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +13.4% | 4,737 | $250K |
| Red Door Wealth Management, LLC | 0.02% | Add +14.2% | 4,735 | $250K |
| BetterWealth, LLC | 0.04% | Reduce -10.4% | 4,731 | $250K |
| Destination Wealth Management | 0.01% | Reduce -13.6% | 4,715 | $249K |
| Hutchinson Capital Management | 0.04% | No change | 4,700 | $248K |
| Krilogy Financial LLC | 0.01% | Reduce -7.4% | 4,651 | $245K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 4,646 | $245K |
| Acorn Wealth Advisors, LLC | 0.06% | New | 4,641 | $245K |
| Fortune Financial Advisors, LLC | 0.10% | Add +0.1% | 4,638 | $245K |
| Elevation Wealth Management LLC | 0.18% | Reduce -1.3% | 4,635 | $245K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -37.0% | 4,633 | $244K |
| Fortis Advisors, LLC | 0.11% | Add +2.1% | 4,606 | $243K |
| Ancora Advisors LLC | 0.00% | Add +4.2% | 4,585 | $242K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 4,575 | $241K |
| Kintra Wealth, LLC | 0.01% | No change | 4,338 | $241K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 4,510 | $238K |
| Parsons Capital Management Inc. | 0.01% | New | 4,500 | $237K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +2.5% | 4,497 | $237K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,488 | $237K |
| 5T Wealth, LLC | 0.09% | Reduce -66.0% | 4,461 | $235K |
| TD Capital Management LLC | 0.02% | Add +346.1% | 4,461 | $235K |
| Shum Financial Group, Inc. | 0.14% | New | 4,448 | $235K |
| Index Fund Advisors, Inc. | 0.01% | No change | 4,445 | $235K |
| Oakworth Capital, Inc. | 0.01% | Add +4.0% | 4,392 | $231K |
| VestGen Advisors, LLC | 0.01% | Reduce -12.7% | 4,323 | $228K |
| Park National Corp. | 0.01% | No change | 4,291 | $226K |
| Abound Wealth Management | 0.04% | Reduce -7.3% | 4,269 | $225K |
| Range Financial Group LLC | 0.06% | New | 4,241 | $224K |
| Tempo Wealth, LLC | 0.03% | No change | 4,238 | $224K |
| Avantax Planning Partners, Inc. | 0.01% | New | 4,235 | $223K |
| LMG Wealth Partners, LLC | 0.04% | No change | 4,225 | $223K |
| Advisor OS, LLC | 0.01% | Add +0.1% | 4,221 | $223K |
| Town Capital LLC | 0.14% | New | 4,201 | $222K |
| Beacon Bridge Wealth Partners, LLC | 0.06% | No change | 4,193 | $221K |
| Franklin Resources Inc. | 0.00% | No change | 4,190 | $221K |
| Concentrum Wealth Management | 0.05% | New | 4,145 | $219K |
| Southern Capital Advisors, LLC | 0.09% | No change | 4,127 | $218K |
| Calamos Wealth Management LLC | 0.01% | New | 4,105 | $217K |
| Spinnaker Investment Group, LLC | 0.03% | New | 4,103 | $217K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 4,045 | $213K |
| Smithfield Trust Co | 0.01% | No change | 4,040 | $213K |
| MJP Associates Inc. | 0.02% | New | 4,001 | $211K |
| Simon Quick Advisors, LLC | 0.01% | New | 4,000 | $211K |
| Howe & Rusling Inc. | 0.01% | No change | 3,988 | $210K |
| 5th Street Advisors, LLC | 0.08% | New | 3,960 | $209K |
| Harbor Asset Planning, Inc. | 0.16% | Add +0.6% | 3,938 | $208K |
| GC Wealth Management RIA, LLC | 0.01% | New | 3,915 | $207K |
| Private Trust Co. NA | 0.02% | Add +0.1% | 3,912 | $206K |
| HRT Financial LP | 0.00% | New | 3,800 | $200K |
| Anchor Investment Management, LLC | 0.01% | Add +27.1% | 3,761 | $198K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,621 | $191K |
| Peak Retirement Planning, Inc. | 0.03% | New | 3,613 | $191K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,524 | $186K |
| Gill Capital Partners, LLC | 0.05% | Add +37.5% | 3,402 | $179K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.6% | 3,317 | $175K |
| Colonial Trust Advisors | 0.01% | Add +0.0% | 3,232 | $171K |
| Breakwater Investment Management | 0.06% | No change | 3,101 | $164K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,104 | $163K |
| Archer Investment Corp | 0.03% | Add +0.6% | 2,988 | $158K |
| Arlington Trust Co LLC | 0.01% | No change | 2,713 | $143K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -7.3% | 2,545 | $134K |
| Brooklyn FI, LLC | 0.02% | New | 2,504 | $134K |
| RMG Wealth Management LLC | 0.01% | Add +161.2% | 2,390 | $132K |
| Pflug Koory, LLC | 0.05% | Add +0.4% | 2,462 | $130K |
| Ashton Thomas Securities, LLC | 0.02% | Add +761.2% | 2,420 | $128K |
| UMB Bank, n.a. | 0.00% | Add +47.0% | 2,398 | $127K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +353.1% | 2,374 | $125K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -12.0% | 2,279 | $122K |
| Key Financial Inc | 0.02% | Add +102.2% | 2,238 | $118K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.1% | 2,205 | $116K |
| Activest Wealth Management | 0.02% | Add +0.5% | 2,100 | $111K |
| GHP Investment Advisors, Inc. | 0.00% | Add +35.0% | 2,091 | $110K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 2,075 | $109K |
| Burk Holdings LLC | 0.04% | Reduce -22.7% | 2,047 | $108K |
| Cascades Capital Asset Management, LLC | 0.04% | New | 2,002 | $106K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +135.1% | 1,977 | $104K |
| Continuum Advisory, LLC | 0.01% | New | 1,963 | $104K |
| Glassman Wealth Services | 0.01% | Add +8.4% | 1,947 | $103K |
| Integrity Financial Corp | 0.05% | No change | 1,941 | $102K |
| 1 North Wealth Services LLC | 0.03% | Reduce -20.7% | 1,915 | $101K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | Add +159.1% | 1,899 | $100K |
| Financial Network Wealth Advisors LLC | 0.10% | No change | 1,791 | $94K |
| PlanVest Financial, Inc | 0.06% | No change | 1,775 | $94K |
| Dunhill Financial, LLC | 0.02% | Add +7.7% | 1,746 | $92K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,746 | $92K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,719 | $91K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,709 | $90K |
| Networth Advisors, LLC | 0.05% | Add +121.6% | 1,700 | $90K |
| Fiduciary Financial Advisors | 0.01% | New | 1,695 | $89K |
| North Star Investment Management Corp. | 0.00% | New | 1,566 | $83K |
| Parvin Asset Management, LLC | 0.07% | No change | 1,557 | $82K |
| Fairway Wealth LLC | 0.02% | No change | 1,510 | $80K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,500 | $79K |
| Leo H. Evart, Inc. | 0.06% | Add +0.5% | 1,493 | $79K |
| Caitlin John, LLC | 0.04% | No change | 1,493 | $79K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -25.5% | 1,463 | $77K |
| Weaver Capital Management LLC | 0.02% | No change | 1,571 | $77K |
| Signature Resources Capital Management, LLC | 0.03% | Add +1.1% | 1,416 | $75K |
| Operose Advisors LLC | 0.01% | No change | 1,339 | $71K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 1,327 | $70K |
| Wilkerson Advisory Group LLC | 0.02% | No change | 1,296 | $68K |
| Avion Wealth | 0.01% | Add +424.5% | 1,306 | $68K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +63.3% | 1,257 | $66K |
| CKW Financial Group | 0.01% | New | 1,261 | $66K |
| SHP Wealth Management | 0.00% | No change | 1,245 | $66K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,200 | $63K |
| Hoey Investments, Inc. | 0.01% | Reduce -2.1% | 1,182 | $62K |
| Family Capital Trust Co | 0.02% | No change | 1,160 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,114 | $59K |
| Parkside Financial Bank & Trust | 0.00% | Add +7821.4% | 1,109 | $58K |
| Aspect Partners, LLC | 0.02% | No change | 1,077 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.0% | 1,067 | $56K |
| Spire Wealth Management | 0.00% | Add +0.3% | 1,057 | $56K |
| American National Bank & Trust | 0.00% | No change | 1,046 | $55K |
| Security National Bank | 0.01% | No change | 1,036 | $55K |
| Oakmont Advisory Group, LLC | 0.04% | New | 1,009 | $53K |
| Adirondack Trust Co. | 0.01% | No change | 951 | $50K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 941 | $50K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -6.1% | 920 | $49K |
| Phillips Financial Management, LLC | 0.00% | New | 902 | $48K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -11.4% | 901 | $48K |
| HM Payson & Co. | 0.00% | No change | 808 | $43K |
| PFS Partners, LLC | 0.02% | No change | 800 | $42K |
| NFSG Corp | 0.01% | New | 786 | $41K |
| Owl Creek Wealth Partners LLC | 0.01% | Reduce -33.6% | 766 | $40K |
| Allied Private Wealth LLC | 0.03% | — | 759 | $40K |
| CDKV Holdings LLC | 0.03% | No change | 736 | $39K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 725 | $38K |
| Quent Capital, LLC | 0.00% | New | 725 | $38K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 724 | $38K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.6% | 723 | $38K |
| Crewe Advisors LLC | 0.00% | Add +1.2% | 669 | $35K |
| Tompkins Financial Corp. | 0.00% | No change | 632 | $33K |
| Oxford Financial Group, LTD. LLC | 0.00% | Add +0.2% | 621 | $33K |
| Motco | 0.00% | No change | 619 | $33K |
| JPL Wealth Management, LLC | 0.01% | No change | 613 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.3% | 572 | $30K |
| True Wealth Design, LLC | 0.01% | Reduce -85.9% | 572 | $30K |
| Citigroup Inc. | 0.00% | Reduce -6.0% | 567 | $30K |
| JDM Financial Group LLC | 0.01% | No change | 560 | $30K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.5% | 558 | $29K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 556 | $29K |
| High Note Wealth, LLC | 0.00% | Reduce -72.1% | 509 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 494 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 491 | $26K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 483 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 452 | $24K |
| Intelligent Financial Strategies | 0.01% | Reduce -30.2% | 451 | $24K |
| CrossGen Wealth, LLC | 0.02% | New | 446 | $24K |
| Buck Wealth Strategies, LLC | 0.00% | New | 441 | $23K |
| MidFirst Bank | 0.00% | No change | 426 | $22K |
| Paladin Advisory Group, LLC | 0.01% | No change | 401 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -95.2% | 396 | $21K |
| GAMMA Investing LLC | 0.00% | New | 393 | $21K |
| Wagner Wealth Management, LLC | 0.00% | No change | 347 | $18K |
| Triumph Capital Management | 0.00% | Reduce -36.6% | 347 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +146.1% | 347 | $18K |
| Robinswood Financial LLC | 0.01% | No change | 338 | $18K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.3% | 334 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 323 | $17K |
| Godsey & Gibb, Inc. | 0.00% | No change | 322 | $17K |
| Rialto Wealth Management, LLC | 0.00% | No change | 321 | $17K |
| Lodestone Wealth Management LLC | 0.01% | No change | 316 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 295 | $16K |
| Tower View Wealth Management LLC | 0.01% | New | 261 | $14K |
| Kozak & Associates, Inc. | 0.00% | Add +0.4% | 261 | $14K |
| Harborfront Financial Group LLC | 0.05% | — | 252 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 245 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | New | 243 | $13K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 232 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 230 | $12K |
| Napier Financial, LLC | 0.00% | New | 214 | $11K |
| FWL Investment Management, LLC | 0.00% | No change | 213 | $11K |
| LifeSteps Financial, Inc. | 0.01% | New | 209 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 192 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 186 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 185 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 168 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 157 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 152 | $8K |
| Bessemer Group Inc. | 0.00% | New | 144 | $8K |
| Anchor Bay Capital, Inc. | 0.00% | — | 145 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 149 | $8K |
| Ameriflex Group, Inc. | 0.00% | New | 142 | $7K |
| Wiser Advisor Group LLC | 0.01% | Add +0.7% | 140 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 138 | $7K |
| Manchester Capital Management LLC | 0.00% | New | 136 | $7K |
| CX Institutional | 0.00% | New | 127 | $7K |
| Trust Co. of Vermont | 0.00% | — | 110 | $6K |
| Noble Wealth Management PBC | 0.00% | Reduce -61.4% | 100 | $5K |
| Main Street Group, LTD | 0.00% | No change | 100 | $5K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 93 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 86 | $5K |
| Cordant, Inc. | 0.00% | New | 83 | $4K |
| SYM FINANCIAL Corp | 0.00% | New | 80 | $4K |
| Prosperity Bancshares Inc | 0.00% | No change | 78 | $4K |
| RHL Group, LLC | 0.00% | New | 75 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -42.5% | 61 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $3K |
| 3 Factor Indexing, LLC | 0.00% | Reduce -72.1% | 55 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 51 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $3K |
| Graney & King, LLC | 0.00% | No change | 49 | $3K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 40 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 38 | $2K |
| Meramec Financial Planners, LLC | 0.00% | New | 37 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -79.0% | 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% | No change | 32 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | — | 32 | $2K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +55.6% | 28 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 21 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +33.3% | 20 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 19 | $1K |
| Basepoint Wealth LLC | 0.00% | New | 16 | $849 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 8 | $424 |
| Simplex Trading, LLC | 0.00% | New | 5 | $263 |
| 10Elms LLP | 0.00% | No change | 2 | $106 |
| Logan Capital Management Inc. | 0.00% | — | 1 | $36 |
| GW&K Investment Management, LLC | 0.00% | New | 7 | $0 |
"% 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.