Schwab Fndmntl US LRG Co. ETFFNDXETF
13F holders, Q3 2024 (September 30)568holders +33
67new positions
37sold out
4famous investors
$70.86avg. 13F price*
At the end of Q3 2024, 568 institutions reported holding Schwab Fndmntl US LRG Co. ETF (FNDX) in their 13F filings, up 33 from Q2 2024. 67 opened new positions and 37 sold out. The largest holders were Charles Schwab Investment Management Inc. ($9.4B), Captrust Financial Advisors ($333.1M) and Signature Estate & Investment Advisors LLC ($229.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Fndmntl US LRG Co. ETF
- CUSIP
- 808524771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $91.7M |
| Exits | 37 | $7.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,589,365 shares bought and 820,088 shares sold, net +6,769,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 568 holders
| Charles Schwab Investment Management Inc. | 1.79% | Add +0.2% | 130,624,355 | $9.4B |
| Captrust Financial Advisors | 0.99% | Add +7.2% | 4,641,312 | $333.1M |
| Signature Estate & Investment Advisors LLC | 5.29% | Add +18.6% | 3,196,535 | $229.4M |
| McAdam, LLC | 11.74% | Add +6.0% | 2,916,821 | $209.3M |
| Ameriprise Financial Inc. | 0.04% | Add +12.1% | 2,332,656 | $167.4M |
| Northwest Bancshares, Inc. | 25.34% | Reduce -1.3% | 2,073,044 | $148.8M |
| Steele Capital Management, Inc. | 7.45% | Add +0.5% | 1,985,873 | $142.5M |
| Glassman Wealth Services | 18.36% | Add +0.7% | 1,500,693 | $107.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.3% | 1,481,957 | $106.3M |
| Morgan Stanley | 0.01% | Add +5.6% | 1,269,402 | $91.1M |
| Callan Capital, LLC | 6.11% | Add +0.4% | 1,218,711 | $87.5M |
| Bank of America Corp. | 0.01% | Add +14.0% | 1,053,701 | $75.6M |
| Charles Schwab Trust Co | 5.57% | Add +5.6% | 898,580 | $64.5M |
| Lee Financial Co | 8.48% | Reduce -0.4% | 832,515 | $59.7M |
| Cetera Investment Advisers | 0.13% | Add +10.8% | 828,850 | $59.5M |
| Kelman-Lazarov, Inc. | 10.00% | Add +1.2% | 809,774 | $58.1M |
| Gemmer Asset Management LLC | 5.67% | Add +2.3% | 790,050 | $56.7M |
| UBS Group AG | 0.02% | Add +21.6% | 749,622 | $53.8M |
| Private Advisor Group, LLC | 0.31% | Reduce -0.4% | 692,174 | $49.7M |
| Bell Investment Advisors, Inc | 9.02% | Reduce -1.2% | 685,216 | $49.2M |
| Reston Wealth Management LLC | 17.51% | Add +2.9% | 674,082 | $48.4M |
| Ashford Advisors, LLC | 11.19% | Reduce -0.0% | 669,760 | $48.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -0.1% | 623,494 | $44.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -2.8% | 589,254 | $42.3M |
| Tanglewood Wealth Management, Inc. | 4.86% | Reduce -2.1% | 588,241 | $42.2M |
| Koesten, Hirschmann & Crabtree, INC. | 23.87% | Reduce -1.9% | 570,981 | $41.0M |
| HighTower Advisors, LLC | 0.05% | Add +4.2% | 515,495 | $37.0M |
| LPL Financial LLC | 0.02% | Add +8.6% | 512,446 | $36.8M |
| Clark Capital Management Group, Inc. | 0.24% | Add +4.5% | 490,037 | $35.2M |
| Alps Advisors Inc. | 0.23% | Reduce -1.4% | 484,335 | $34.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +13.2% | 479,885 | $34.4M |
| Kestra Advisory Services, LLC | 0.18% | Add +11.7% | 467,133 | $33.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.42% | Add +1.1% | 455,484 | $32.7M |
| Prairiewood Capital, LLC | 13.41% | Add +7.0% | 441,111 | $31.7M |
| Creative Planning | 0.03% | Add +1.7% | 440,284 | $31.6M |
| Kavar Capital Partners Group, LLC | 4.98% | Add +1.5% | 438,485 | $31.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.9% | 437,986 | $31.4M |
| Cornerstone Planning Group LLC | 8.26% | New | 1,309,618 | $31.3M |
| Resonant Capital Advisors, LLC | 2.13% | Add +3.5% | 402,996 | $28.9M |
| Oxford Financial Group, LTD. LLC | 1.76% | Reduce -4.0% | 387,365 | $27.8M |
| Mariner, LLC | 0.05% | Add +3.2% | 357,245 | $25.6M |
| Focus Partners Wealth | 0.08% | Add +34.5% | 350,414 | $25.1M |
| Planned Solutions, Inc. | 10.07% | Add +0.6% | 344,981 | $24.8M |
| Corient Private Wealth LP | 0.04% | Add +0.1% | 332,365 | $23.9M |
| Cahill Financial Advisors Inc. | 3.15% | Reduce -15.5% | 321,021 | $23.0M |
| Allen Wealth Management, LLC | 15.56% | New | 312,738 | $22.4M |
| Solitude Financial Services | 9.23% | Add +0.8% | 301,322 | $21.6M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +1.4% | 293,169 | $21.0M |
| Financial Strategies Group, Inc. | 4.79% | Add +202.2% | 843,310 | $20.4M |
| Haverford Trust Co | 0.20% | Add +1.0% | 282,371 | $20.3M |
| Washington Trust Advisors, Inc. | 1.67% | Reduce -4.3% | 270,150 | $19.4M |
| Moller Wealth Partners | 4.74% | Reduce -0.0% | 264,482 | $19.0M |
| Firestone Capital Management | 4.56% | Reduce -2.7% | 253,161 | $18.2M |
| Your Advocates Ltd., LLP | 6.86% | Reduce -2.1% | 243,361 | $17.5M |
| Elevation Wealth Partners, LLC | 7.49% | Add +1.1% | 243,280 | $17.5M |
| Quadcap Wealth Management, LLC | 2.69% | Add +25.2% | 239,635 | $17.2M |
| Cabot Wealth Management Inc. | 1.99% | Reduce -1.5% | 222,378 | $16.0M |
| Certified Advisory Corp | 1.67% | Add +18.9% | 210,187 | $15.1M |
| Burt Wealth Advisors | 3.60% | Reduce -2.4% | 203,696 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 201,280 | $14.4M |
| CPC Advisors, LLC | 2.13% | Add +0.1% | 199,334 | $14.3M |
| Strata Wealth Advisors, LLC | 4.59% | Add +0.5% | 198,772 | $14.3M |
| White Pine Investment CO | 3.83% | Add +1.0% | 194,435 | $14.0M |
| Systelligence, LLC | 3.46% | Reduce -0.7% | 194,255 | $13.9M |
| TruNorth Capital Management, LLC | 4.08% | Add +4.4% | 192,096 | $13.8M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -2.0% | 189,531 | $13.6M |
| Pasadena Private Wealth, LLC | 2.89% | Reduce -3.5% | 189,338 | $13.6M |
| Tradition Wealth Management, LLC | 1.17% | Add +2.7% | 182,263 | $13.1M |
| Wealth Forward, LLC | 8.65% | Reduce -0.6% | 171,814 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.5% | 169,424 | $12.2M |
| Opes Wealth Management LLC | 2.24% | Reduce -0.9% | 162,696 | $11.7M |
| Eagle Strategies LLC | 2.10% | Reduce -3.2% | 161,752 | $11.6M |
| Zimmermann Investment Management & Planning LLC | 3.46% | Add +129.8% | 157,279 | $11.3M |
| Cerity Partners LLC | 0.02% | Reduce -4.9% | 153,352 | $11.0M |
| Urban Financial Advisory Corp | 5.92% | Add +78.7% | 149,506 | $10.7M |
| Northland Capital Management LLC | 6.12% | Add +11.2% | 149,036 | $10.7M |
| U.S. Capital Wealth Advisors, LLC | 0.37% | Add +17.6% | 145,804 | $10.5M |
| Cobblestone Capital Advisors LLC | 0.59% | Reduce -2.8% | 145,740 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +14.6% | 145,425 | $10.4M |
| Manning & Napier Advisors LLC | 0.11% | Add +1103.7% | 144,442 | $10.4M |
| Cedar Point Capital Partners, LLC | 7.05% | Reduce -4.4% | 143,060 | $10.3M |
| RHS Financial, LLC | 5.16% | Reduce -4.9% | 142,881 | $10.3M |
| Aspire Wealth Management Corp | 5.51% | Add +12.2% | 142,682 | $10.2M |
| American Trust | 0.84% | Reduce -6.9% | 142,056 | $10.2M |
| Legend Financial Advisors, Inc. | 6.83% | Reduce -1.4% | 137,836 | $9.9M |
| Pallas Capital Advisors LLC | 0.42% | Add +189.4% | 409,395 | $9.8M |
| Sterling Financial Planning, Inc. | 3.59% | Reduce -0.2% | 135,810 | $9.7M |
| Masso Torrence Wealth Management Inc. | 5.17% | Reduce -0.8% | 133,536 | $9.6M |
| Nicholas Hoffman & Company, LLC. | 0.40% | Add +2.7% | 130,787 | $9.4M |
| Arlington Financial Advisors, LLC | 1.92% | Reduce -0.9% | 130,256 | $9.3M |
| Lakewood Asset Management LLC | 6.03% | Add +1.7% | 122,999 | $8.8M |
| Synovus Financial Corp. | 0.10% | Add +92.6% | 118,654 | $8.5M |
| Arete Wealth Advisors, LLC | 0.72% | Add +32.9% | 117,697 | $8.4M |
| Lowery Thomas, LLC | 5.68% | Add +7.2% | 116,638 | $8.4M |
| Bruce G. Allen Investments, LLC | 6.29% | Add +0.3% | 112,897 | $8.1M |
| Verum Partners LLC | 2.33% | Reduce -8.5% | 110,568 | $7.9M |
| Ironwood Investment Counsel, LLC | 1.31% | Add +17.3% | 109,387 | $7.8M |
| Schmidt P J Investment Management Inc. | 1.35% | Add +2.8% | 108,859 | $7.8M |
| Archford Capital Strategies, LLC | 1.16% | Add +211.6% | 317,740 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.2% | 106,168 | $7.6M |
| MAI Capital Management | 0.07% | Add +1.0% | 105,503 | $7.6M |
| AlTi Global, Inc. | 0.18% | Reduce -5.9% | 104,997 | $7.5M |
| Access Financial Services, Inc. | 3.46% | Add +3.3% | 104,962 | $7.5M |
| Milestone Investment Advisors LLC | 2.11% | Add +5.5% | 104,812 | $7.5M |
| Kingsview Wealth Management, LLC | 0.15% | Add +6.6% | 100,818 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.13% | New | 100,371 | $7.2M |
| Rollins Financial Advisors, LLC | 1.18% | Add +10.5% | 99,094 | $7.1M |
| MML Investors Services, LLC | 0.03% | Add +5.0% | 95,543 | $6.9M |
| Foster & Motley Inc. | 0.43% | Reduce -1.9% | 95,491 | $6.9M |
| AA Financial Advisors, LLC | 1.95% | Add +1.6% | 93,864 | $6.7M |
| Leavell Investment Management, Inc. | 0.33% | Add +7.3% | 93,317 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +2.8% | 91,770 | $6.6M |
| Principal Securities, Inc. | 0.16% | Add +15.6% | 90,291 | $6.5M |
| Journey Advisory Group, LLC | 0.75% | Reduce -3.1% | 93,641 | $6.3M |
| Signal Advisors Wealth, LLC | 0.89% | New | 87,048 | $6.2M |
| Cidel Asset Management Inc. | 0.44% | Add +2.3% | 86,831 | $6.2M |
| Pacific Wealth Strategies Group, Inc. | 4.62% | Add +7.2% | 86,507 | $6.2M |
| FMR LLC | 0.00% | Add +16.6% | 85,753 | $6.2M |
| Foguth Wealth Management, LLC. | 2.23% | Add +30.4% | 86,229 | $6.1M |
| Alhambra Investment Management LLC | 3.10% | Add +16.5% | 83,229 | $6.0M |
| Darrow Company, Inc. | 3.34% | Add +13.6% | 80,075 | $5.7M |
| Red Tortoise LLC | 2.67% | Add +0.9% | 73,965 | $5.3M |
| Guardian Financial Partners, LLC | 3.12% | Add +6.7% | 69,437 | $5.0M |
| Cowa, LLC | 2.33% | Add +93.6% | 68,133 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +178.7% | 204,095 | $4.9M |
| Tudor Investment Corporation | 0.05% | Add +105.2% | 67,495 | $4.8M |
| Collective Family Office LLC | 1.32% | Add +2.0% | 67,471 | $4.8M |
| CVA Family Office, LLC | 0.78% | Reduce -1.6% | 67,285 | $4.8M |
| Avidian Wealth Enterprises, LLC | 0.22% | Add +0.2% | 66,917 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -3.8% | 65,609 | $4.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.66% | Reduce -0.3% | 65,470 | $4.7M |
| Gotham Asset Management | 0.05% | Add +30.3% | 65,102 | $4.7M |
| Asset Allocation Strategies LLC | 1.31% | Add +459.0% | 64,252 | $4.6M |
| Shakespeare Wealth Management, LLC | 1.18% | Reduce -0.9% | 63,025 | $4.5M |
| Main Street Financial Solutions, LLC | 0.41% | Add +96.7% | 62,946 | $4.5M |
| Capasso Planning Partners LLC | 1.33% | Reduce -18.2% | 62,872 | $4.5M |
| Thoroughbred Financial Services, LLC | 0.29% | Add +3.7% | 62,521 | $4.5M |
| Stage Harbor Financial, LLC | 3.96% | Add +196.5% | 180,904 | $4.4M |
| R. W. Roge & Company, Inc. | 2.30% | Reduce -2.3% | 59,903 | $4.3M |
| Baker Ellis Asset Management LLC | 0.59% | Add +0.3% | 57,962 | $4.2M |
| Roof Eidam Maycock Peralta, LLC | 1.03% | Add +33.4% | 56,446 | $4.1M |
| Sebold Capital Management, Inc. | 2.57% | Reduce -4.2% | 54,280 | $3.9M |
| Pennsylvania Capital Management Inc. | 1.37% | Add +10.1% | 53,114 | $3.8M |
| AdvisorNet Financial, Inc | 0.28% | Add +1.1% | 53,006 | $3.8M |
| Trivium Point Advisory, LLC | 0.50% | Add +174.8% | 144,240 | $3.6M |
| Fca Corp. | 1.09% | Add +6.0% | 49,382 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +66.7% | 48,654 | $3.5M |
| Schrum Private Wealth Management LLC | 1.80% | Add +100.0% | 48,442 | $3.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.51% | Add +4.3% | 46,703 | $3.4M |
| Fifth Third Securities, Inc. | 0.31% | Add +1.0% | 45,868 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +96.7% | 45,323 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 44,368 | $3.2M |
| True North Advisors, LLC | 0.83% | Reduce -0.9% | 44,152 | $3.2M |
| Etfidea, LLC | 1.00% | Add +1.1% | 44,019 | $3.2M |
| Cambridge Advisors Inc. | 0.68% | Reduce -0.1% | 43,669 | $3.1M |
| Focus Financial Network, Inc. | 0.13% | Add +1.0% | 43,220 | $3.1M |
| Raymond James & Associates | 0.00% | Reduce -3.3% | 42,970 | $3.1M |
| Meridian Wealth Management, LLC | 0.15% | New | 42,429 | $3.0M |
| FRG Family Wealth Advisors LLC | 0.54% | Add +0.8% | 42,421 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Add +6.5% | 42,286 | $3.0M |
| Clearview Wealth Advisors LLC | 2.31% | Add +11.6% | 41,846 | $3.0M |
| Tempus Wealth Planning, LLC | 1.05% | Reduce -0.6% | 39,951 | $2.9M |
| Highline Wealth Partners LLC | 0.96% | Add +1097.6% | 39,820 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +28.9% | 39,542 | $2.8M |
| Midland Wealth Advisors, LLC | 0.17% | New | 39,258 | $2.8M |
| Lodestar Private Asset Management LLC | 0.35% | Add +1.1% | 37,858 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +1.7% | 37,653 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +7.4% | 35,506 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +2.3% | 35,500 | $2.5M |
| Austin Private Wealth, LLC | 0.24% | Reduce -5.9% | 34,419 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +9.3% | 34,170 | $2.5M |
| Savant Capital, LLC | 0.02% | Add +4.9% | 34,079 | $2.4M |
| &partners | 0.05% | Add +105.1% | 33,690 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 33,857 | $2.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -11.2% | 33,839 | $2.4M |
| Whitener Capital Management, Inc. | 0.67% | Reduce -1.7% | 33,158 | $2.4M |
| WealthCare Investment Partners, LLC | 1.03% | Add +79.8% | 32,956 | $2.3M |
| Warner Financial, Inc. | 1.02% | Add +16.8% | 31,927 | $2.3M |
| Savvy Advisors, Inc. | 0.46% | Add +7.0% | 31,280 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -23.6% | 31,094 | $2.2M |
| PFG Advisors | 0.14% | Add +7.9% | 31,080 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.8% | 30,644 | $2.2M |
| First National Corp. /Ma/ | 0.49% | Add +0.1% | 30,598 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.7% | 30,445 | $2.2M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -5.0% | 29,421 | $2.1M |
| Paradigm Capital Management, LLC | 1.99% | — | 28,663 | $2.1M |
| Kings Path Partners LLC | 0.86% | Reduce -1.9% | 28,578 | $2.1M |
| Johnson Bixby & Associates, LLC | 0.31% | Reduce -19.2% | 28,458 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +418.3% | 27,734 | $2.0M |
| Ieq Capital, LLC | 0.02% | Reduce -1.0% | 26,723 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 26,293 | $1.9M |
| Quadrant Capital Group LLC | 0.13% | Add +5.2% | 26,156 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +45.7% | 25,159 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +63.4% | 24,236 | $1.7M |
| Yoder Wealth Management, Inc. | 1.03% | Reduce -0.3% | 23,909 | $1.7M |
| SpiderRock Advisors, LLC | 0.04% | No change | 23,228 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.8% | 23,020 | $1.7M |
| LBMC Investment Advisors, LLC | 0.13% | Add +0.0% | 22,875 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.2% | 22,801 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -2.0% | 22,633 | $1.6M |
| Advisory Services Network, LLC | 0.03% | No change | 24,132 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -11.3% | 22,204 | $1.6M |
| Harbor Group, Inc. | 0.36% | Reduce -3.1% | 21,732 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.3% | 21,680 | $1.6M |
| Madison Asset Management, LLC | 0.02% | Reduce -3.7% | 20,951 | $1.5M |
| Cascades Capital Asset Management, LLC | 0.85% | — | 20,863 | $1.5M |
| Clear Point Advisors Inc. | 1.15% | Add +3.7% | 20,718 | $1.5M |
| Angeles Wealth Management, LLC | 0.13% | No change | 20,716 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | Add +4.9% | 20,450 | $1.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.18% | Add +14.0% | 20,432 | $1.5M |
| Boston Financial Mangement LLC | 0.04% | Add +1.1% | 20,348 | $1.5M |
| Asset Planning Corporation | 0.95% | Add +0.2% | 20,322 | $1.5M |
| Harbour Investment Management LLC | 0.63% | No change | 19,797 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +28.2% | 19,564 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.12% | New | 19,560 | $1.4M |
| Berger Financial Group, Inc | 0.10% | No change | 19,224 | $1.4M |
| Renaissance Technologies | 0.00% | Add +43.6% | 19,100 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -2.7% | 19,093 | $1.4M |
| Valley National Advisers Inc. | 0.25% | Reduce -29.4% | 19,014 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.40% | Reduce -2.6% | 18,983 | $1.4M |
| Addison Advisors LLC | 0.38% | No change | 18,885 | $1.4M |
| Arcadia Investment Advisors LLC | 0.70% | Reduce -10.5% | 18,178 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -17.1% | 17,981 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -6.4% | 17,772 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +121.3% | 17,450 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +31.4% | 17,160 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +31.4% | 17,160 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +2.4% | 17,114 | $1.2M |
| Wade Financial Advisory, Inc | 0.41% | No change | 17,088 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +122.3% | 16,975 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +4.1% | 16,831 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.87% | Add +3.1% | 16,617 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +63.6% | 16,528 | $1.2M |
| Capital Advantage, Inc. | 0.22% | New | 16,349 | $1.2M |
| Foster Victor Wealth Advisors, LLC | 0.09% | Reduce -8.3% | 16,344 | $1.2M |
| Lido Advisors, LLC | 0.01% | New | 16,042 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +4.2% | 15,963 | $1.1M |
| Next Capital Management LLC | 0.46% | Add +120.1% | 15,838 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +2.9% | 15,813 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +192.9% | 46,919 | $1.1M |
| Cedar Wealth Management, LLC | 0.35% | Add +69.5% | 15,582 | $1.1M |
| Legacy Financial Strategies, LLC | 0.24% | Add +12.8% | 15,470 | $1.1M |
| Consolidated Portfolio Review Corp | 0.24% | Add +2.0% | 15,063 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | New | 14,941 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 14,551 | $1.0M |
| Avestar Capital, LLC | 0.11% | No change | 14,511 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -22.0% | 14,107 | $1.0M |
| Private Capital Management LLC | 0.18% | Add +1.2% | 13,806 | $991K |
| Sheets Smith Wealth Management | 0.12% | Reduce -0.1% | 13,214 | $948K |
| Sanctuary Advisors, LLC | 0.01% | New | 38,117 | $946K |
| Beacon Financial Planning, Inc. | 0.57% | Add +102.5% | 12,957 | $930K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 12,976 | $928K |
| World Equity Group, Inc. | 0.33% | Reduce -45.0% | 12,876 | $924K |
| HB Wealth Management, LLC | 0.01% | Add +40.4% | 12,825 | $920K |
| Sage Financial Group Inc. | 0.07% | Add +0.3% | 12,326 | $885K |
| Mezzasalma Advisors, LLC | 0.35% | Add +17.3% | 12,231 | $878K |
| Alpha Omega Wealth Management LLC | 0.16% | Add +13.3% | 11,996 | $861K |
| Townsend Asset Management Corp. /NC/ | 0.32% | Add +0.2% | 11,919 | $855K |
| Apella Capital, LLC | 0.04% | Reduce -3.4% | 11,931 | $851K |
| Parallel Advisors, LLC | 0.02% | Add +66.3% | 11,815 | $848K |
| Wedmont Private Capital | 0.05% | No change | 11,857 | $843K |
| Clarity Capital Advisors, LLC | 0.60% | Add +0.9% | 11,715 | $841K |
| Integrated Advisors Network LLC | 0.04% | Add +9.8% | 11,685 | $839K |
| Sovereign Financial Group, Inc. | 0.19% | Add +10.7% | 11,567 | $830K |
| Vishria Bird Financial Group, LLC | 0.31% | New | 11,216 | $805K |
| Chilton Capital Management LLC | 0.03% | Reduce -0.9% | 10,997 | $789K |
| Evergreen Capital Management LLC | 0.03% | No change | 10,741 | $771K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 10,611 | $761K |
| Channel Wealth LLC | 0.24% | Add +0.0% | 10,313 | $740K |
| Wealthspire Retirement, LLC | 0.06% | Add +13.2% | 10,294 | $739K |
| Stifel Financial Corp. | 0.00% | Add +38.1% | 10,269 | $737K |
| Larson Financial Group LLC | 0.04% | Reduce -4.4% | 10,220 | $733K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 10,074 | $723K |
| Dechtman Wealth Management, LLC | 0.15% | Reduce -1.0% | 9,951 | $714K |
| Carnegie Investment Counsel | 0.02% | Add +5.6% | 9,936 | $713K |
| Prism Advisors, Inc. | 0.20% | Reduce -94.5% | 9,871 | $708K |
| Capital Advisors Inc. | 0.01% | Add +15.3% | 9,727 | $698K |
| Sigma Planning Corp | 0.02% | Reduce -52.9% | 9,695 | $696K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +23.1% | 9,577 | $687K |
| Archvest Wealth Advisors, Inc. | 0.43% | Add +0.4% | 9,499 | $682K |
| VitalStone Financial, LLC | 0.46% | Reduce -21.3% | 9,458 | $679K |
| HRC Wealth Management, LLC | 0.44% | Add +0.9% | 9,394 | $674K |
| Kuhn & Co Investment Counsel | 0.56% | Add +4.6% | 9,204 | $660K |
| SOL Capital Management CO | 0.07% | No change | 9,200 | $660K |
| Smith Salley Wealth Management | 0.04% | New | 9,157 | $657K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.4% | 8,972 | $644K |
| Nabity-Jensen Investment Management Inc | 0.49% | New | 8,846 | $635K |
| Evanson Asset Management, LLC | 0.04% | No change | 8,815 | $633K |
| Cwm, LLC | 0.00% | Add +14.8% | 8,800 | $631K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +96511.1% | 8,695 | $624K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 8,645 | $620K |
| Builder Investment Group Inc. | 0.16% | Add +0.4% | 8,528 | $612K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +30.8% | 8,470 | $608K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 8,456 | $607K |
| Koshinski Asset Management, Inc. | 0.05% | Add +40.8% | 8,446 | $606K |
| Appleton Partners Inc. | 0.04% | Reduce -0.9% | 8,387 | $602K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.5% | 8,310 | $596K |
| Francis Financial, Inc. | 0.16% | No change | 8,183 | $587K |
| Wellspring Financial Advisors, LLC | 0.07% | Add +0.9% | 8,142 | $584K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.9% | 8,133 | $584K |
| Curtis Advisory Group, LLC | 0.17% | Reduce -2.1% | 8,133 | $584K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 7,980 | $573K |
| J. L. Bainbridge & Co., Inc. | 0.06% | New | 7,916 | $568K |
| Western Wealth Management, LLC | 0.03% | Add +123.0% | 7,898 | $567K |
| Studio Investment Management LLC | 0.12% | Reduce -3.1% | 7,827 | $562K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 7,563 | $543K |
| Westover Capital Advisors, LLC | 0.10% | Add +95.5% | 7,528 | $540K |
| Regal Investment Advisors LLC | 0.04% | No change | 7,400 | $531K |
| WealthPLAN Partners, LLC | 0.07% | Add +6.0% | 7,358 | $528K |
| Debussy Capital Management LP | 0.15% | Reduce -6.5% | 7,349 | $527K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +37.2% | 7,339 | $527K |
| Creative Financial Designs Inc. | 0.04% | Add +0.9% | 7,299 | $524K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.9% | 7,281 | $522K |
| Howe & Rusling Inc. | 0.04% | Add +7.0% | 7,168 | $514K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +10.0% | 7,167 | $514K |
| QRG Capital Management, Inc. | 0.01% | Add +5.8% | 7,135 | $512K |
| Carolinas Wealth Consulting LLC | 0.09% | No change | 7,115 | $511K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,107 | $510K |
| Sonora Investment Management Group, LLC | 0.04% | Reduce -2.2% | 7,055 | $506K |
| WESPAC Advisors, LLC | 0.37% | Add +0.2% | 7,029 | $504K |
| US Bancorp \de | 0.00% | Add +60.1% | 6,915 | $496K |
| Councilor Wealth, LLC | 0.24% | Add +50.8% | 6,892 | $495K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +1.0% | 6,740 | $484K |
| Darwin Wealth Management, LLC | 0.13% | New | 6,727 | $483K |
| Brookstone Capital Management | 0.01% | Add +1.7% | 6,525 | $468K |
| Welch Group, LLC | 0.02% | No change | 6,512 | $467K |
| Lafayette Investments, Inc. | 0.10% | Add +3.2% | 6,492 | $466K |
| CGN Advisors LLC | 0.05% | New | 6,460 | $464K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Add +228.7% | 19,100 | $458K |
| Facet Wealth, Inc. | 0.01% | Add +347.5% | 19,350 | $458K |
| Worth Financial Advisory Group, LLC | 0.27% | Add +23.4% | 6,373 | $457K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -1.8% | 6,362 | $457K |
| Mengis Capital Management, Inc. | 0.09% | Add +18.5% | 6,333 | $454K |
| Choreo, LLC | 0.01% | Add +65.9% | 6,327 | $452K |
| HUB Investment Partners, LLC | 0.02% | Reduce -5.9% | 6,233 | $447K |
| JMG Financial Group, Ltd. | 0.02% | Add +11.7% | 6,221 | $446K |
| Empower Advisory Group, LLC | 0.00% | Reduce -17.6% | 6,160 | $442K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -19.4% | 6,087 | $437K |
| Embree Financial Group | 0.08% | Reduce -3.1% | 6,058 | $435K |
| Old Mission Capital LLC | 0.01% | New | 6,019 | $432K |
| Northern Trust Corp. | 0.00% | No change | 6,001 | $431K |
| Townsquare Capital LLC | 0.01% | Add +49.4% | 5,985 | $429K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 5,970 | $428K |
| Continuum Advisory, LLC | 0.05% | Add +160.2% | 17,464 | $428K |
| Meeder Advisory Services, Inc. | 0.03% | Add +22.6% | 5,946 | $427K |
| Executive Wealth Management, LLC | 0.03% | New | 5,881 | $422K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 5,763 | $414K |
| Breakwater Capital Group | 0.08% | New | 5,758 | $413K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.30% | — | 5,748 | $412K |
| Patten & Patten Inc. | 0.03% | No change | 5,606 | $402K |
| Prosperity Wealth Management, Inc. | 0.16% | New | 5,583 | $401K |
| Independent Financial Group, LLC | 0.01% | Add +23.1% | 5,543 | $398K |
| Mather Group, Llc. | 0.01% | Reduce -2.8% | 5,509 | $395K |
| Raymond James Trust N.A. | 0.01% | No change | 5,469 | $392K |
| HRT Financial LP | 0.00% | New | 5,276 | $378K |
| Members Trust Co | 0.01% | No change | 5,251 | $377K |
| Morris Financial Concepts, Inc. | 0.16% | Reduce -5.5% | 5,194 | $373K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 5,169 | $371K |
| Silver Oak Securities, Incorporated | 0.04% | Add +21.9% | 5,137 | $367K |
| Kowal Investment Group, LLC | 0.07% | Add +0.5% | 5,114 | $367K |
| Betterment LLC | 0.00% | Reduce -3.5% | 5,103 | $366K |
| Adero Partners, LLC | 0.02% | Reduce -0.9% | 5,061 | $363K |
| Comerica Bank | 0.00% | Add +259.7% | 5,000 | $359K |
| Ackerman Capital Advisors, LLC | 0.09% | Reduce -1.3% | 4,944 | $355K |
| Empirical Asset Management, LLC | 0.12% | Reduce -0.1% | 4,867 | $349K |
| Canandaigua National Trust Co of Florida | 0.30% | — | 4,840 | $347K |
| Values Added Financial LLC | 0.21% | New | 4,747 | $341K |
| Burford Brothers, Inc. | 0.18% | Add +0.9% | 4,719 | $339K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +2.4% | 4,660 | $333K |
| Abound Wealth Management | 0.11% | Add +0.5% | 4,625 | $332K |
| CapWealth Advisors, LLC | 0.04% | No change | 4,597 | $330K |
| Paragon Capital Management Ltd | 0.06% | No change | 4,575 | $328K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.7% | 4,511 | $324K |
| Advisor OS, LLC | 0.03% | Add +17.8% | 4,472 | $321K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.4% | 4,466 | $321K |
| Goodman Financial Corp | 0.07% | Add +0.5% | 4,429 | $318K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.3% | 4,418 | $317K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +37.8% | 4,402 | $316K |
| Roger Wittlin Investment Advisory, LLC | 0.18% | No change | 4,400 | $316K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,400 | $316K |
| Aufman Associates Inc | 0.20% | Reduce -2.5% | 4,387 | $315K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +1.3% | 4,381 | $314K |
| Flputnam Investment Management Co. | 0.01% | Add +3.4% | 4,352 | $312K |
| Capital Investment Counsel, LLC | 0.05% | New | 4,339 | $311K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,329 | $311K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +20.1% | 4,240 | $304K |
| Regions Financial Corp. | 0.00% | No change | 4,206 | $302K |
| Yousif Capital Management, LLC | 0.00% | New | 4,200 | $301K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.9% | 4,129 | $296K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.3% | 4,121 | $296K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.1% | 4,067 | $292K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +0.9% | 4,055 | $291K |
| Quantinno Capital Management LP | 0.00% | New | 4,050 | $291K |
| Anson Capital, Inc. | 0.26% | No change | 4,008 | $288K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 3,974 | $285K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +0.5% | 3,824 | $274K |
| Bordeaux Wealth Advisors LLC | 0.05% | New | 3,822 | $274K |
| Stone Summit Wealth LLC | 0.09% | No change | 3,755 | $269K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -23.9% | 3,748 | $269K |
| Creekside Partners | 0.14% | No change | 3,734 | $268K |
| MCF Advisors LLC | 0.02% | Reduce -4.5% | 3,726 | $267K |
| Simmons Bank | 0.02% | New | 3,692 | $265K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 3,643 | $261K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 3,617 | $260K |
| Allworth Financial LP | 0.00% | Add +53.9% | 3,617 | $260K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.9% | 3,619 | $259K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.9% | 3,565 | $256K |
| Paragon Capital Management LLC | 0.13% | New | 3,544 | $254K |
| SignalPoint Asset Management, LLC | 0.06% | No change | 3,526 | $252K |
| Atria Investments, Inc | 0.00% | Reduce -28.5% | 3,480 | $250K |
| Boyce & Associates Wealth Consulting, Inc. | 0.26% | No change | 3,454 | $248K |
| Sinecera Capital, LLC | 0.29% | No change | 3,384 | $243K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,376 | $242K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.2% | 3,350 | $240K |
| Castle Wealth Management LLC | 0.10% | No change | 3,320 | $238K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,307 | $237K |
| Elevate Wealth Advisory, Inc. | 0.17% | No change | 3,280 | $235K |
| Neuberger Berman Group LLC | 0.00% | New | 3,261 | $234K |
| Parthenon LLC | 0.03% | No change | 3,254 | $234K |
| Coastwise Capital Group, LLC | 0.19% | Add +0.7% | 3,244 | $233K |
| Mainstream Capital Management LLC | 0.20% | — | 3,204 | $230K |
| Maia Wealth LLC | 0.06% | Add +100.9% | 9,542 | $228K |
| Jane Street Group, LLC | 0.00% | Reduce -75.7% | 3,169 | $227K |
| Smithfield Trust Co | 0.01% | No change | 3,180 | $227K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.2% | 3,157 | $227K |
| Elios Financial Group Inc. | 0.10% | — | 3,145 | $226K |
| Advocate Group LLC | 0.04% | Reduce -5.1% | 3,135 | $225K |
| Sabal Trust CO | 0.01% | No change | 3,099 | $222K |
| True Link Financial Advisors, LLC | 0.02% | New | 3,084 | $221K |
| E&G Advisors, LLC | 0.06% | No change | 3,042 | $218K |
| Catalyst Financial Partners LLC | 0.04% | No change | 2,998 | $215K |
| Aspiriant, LLC | 0.01% | New | 2,994 | $215K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,900 | $214K |
| Condor Capital Management | 0.02% | New | 2,961 | $213K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +49.0% | 2,957 | $212K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -14.6% | 2,953 | $212K |
| Csenge Advisory Group | 0.01% | New | 8,751 | $211K |
| Destination Wealth Management | 0.01% | New | 2,919 | $209K |
| Founders Financial Securities LLC | 0.02% | Reduce -15.2% | 2,891 | $207K |
| Millennium Management | 0.00% | New | 2,888 | $207K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 2,866 | $206K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Reduce -62.9% | 2,827 | $203K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +0.0% | 2,813 | $202K |
| Plum Street Advisors, LLC | 0.10% | New | 2,802 | $201K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,798 | $201K |
| BOS Asset Management, LLC | 0.07% | New | 2,794 | $200K |
| SouthState Bank Corp | 0.01% | Reduce -16.6% | 2,770 | $199K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -49.8% | 2,603 | $187K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,562 | $184K |
| Rothschild Investment LLC | 0.01% | No change | 2,528 | $181K |
| Archer Investment Corp | 0.05% | Add +1443.9% | 2,393 | $172K |
| NorthRock Partners, LLC | 0.01% | No change | 2,382 | $171K |
| Voisard Asset Management Group, Inc. | 0.07% | New | 2,320 | $166K |
| Godsey & Gibb, Inc. | 0.02% | Add +28.6% | 2,303 | $165K |
| Caitlin John, LLC | 0.09% | Add +200.0% | 5,961 | $147K |
| Sandy Spring Bank | 0.01% | Add +7.5% | 2,036 | $146K |
| First Community Trust NA | 0.12% | New | 1,986 | $143K |
| Front Row Advisors LLC | 0.05% | No change | 1,889 | $136K |
| Breakwater Investment Management | 0.05% | No change | 1,796 | $129K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,775 | $127K |
| Centaurus Financial, Inc. | 0.01% | New | 1,767 | $127K |
| Rice Partnership, LLC | 0.02% | Add +824.3% | 1,562 | $112K |
| First Pacific Financial | 0.03% | Reduce -5.8% | 1,556 | $112K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,531 | $110K |
| McIlrath & Eck, LLC | 0.01% | Add +0.5% | 1,530 | $110K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,499 | $108K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,454 | $104K |
| Crewe Advisors LLC | 0.01% | No change | 1,420 | $102K |
| Citigroup Inc. | 0.00% | Reduce -13.6% | 1,399 | $100K |
| Arlington Trust Co LLC | 0.02% | No change | 1,295 | $93K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | Add +200.0% | 3,642 | $90K |
| Sound Income Strategies, LLC | 0.01% | Add +526.5% | 1,228 | $88K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,120 | $80K |
| CGC Financial Services, LLC | 0.03% | No change | 1,073 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.8% | 3,146 | $76K |
| Aspect Partners, LLC | 0.04% | No change | 1,002 | $72K |
| Marquette Asset Management, LLC | 0.01% | New | 987 | $71K |
| SYM FINANCIAL Corp | 0.01% | No change | 963 | $69K |
| BlackRock, Inc. | 0.00% | — | 906 | $65K |
| Asset Dedication, LLC | 0.00% | Reduce -16.0% | 851 | $61K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -34.5% | 841 | $60K |
| WR Wealth Planners, LLC | 0.02% | New | 830 | $60K |
| JNBA Financial Advisors | 0.01% | No change | 794 | $57K |
| Tsfg, LLC | 0.01% | No change | 713 | $51K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 709 | $51K |
| Indiana Trust & Investment Management Co | 0.02% | New | 697 | $50K |
| Tidemark, LLC | 0.02% | Add +0.8% | 596 | $43K |
| American Capital Advisory, LLC | 0.02% | Add +1.4% | 592 | $42K |
| Global Wealth Strategies & Associates | 0.01% | No change | 575 | $41K |
| Clearstead Advisors, LLC | 0.00% | Reduce -65.9% | 496 | $36K |
| Assetmark, Inc. | 0.00% | Add +30.2% | 457 | $33K |
| Castleview Partners, LLC | 0.02% | New | 451 | $32K |
| Dagco, Inc. | 0.01% | Add +0.9% | 451 | $32K |
| WealthShield Partners, LLC | 0.00% | Add +0.9% | 445 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -22.2% | 1,320 | $32K |
| Johnson Financial Group, Inc. | 0.00% | No change | 412 | $30K |
| Adirondack Trust Co. | 0.01% | No change | 385 | $28K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -6.1% | 370 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 364 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.5% | 342 | $25K |
| Investors Research Corp | 0.01% | No change | 339 | $24K |
| ORG Partners LLC | 0.00% | No change | 337 | $24K |
| Fortitude Family Office, LLC | 0.01% | Add +0.7% | 285 | $20K |
| M&R Capital Management Inc. | 0.00% | Add +1.1% | 279 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +384.2% | 276 | $20K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 274 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 265 | $19K |
| Bristlecone Advisors, LLC | 0.00% | New | 261 | $19K |
| Hemington Wealth Management | 0.00% | New | 798 | $18K |
| Key Financial Inc | 0.00% | No change | 250 | $18K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.8% | 244 | $18K |
| Main Management LLC | 0.00% | New | 240 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 233 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 215 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +283.3% | 207 | $15K |
| Wagner Wealth Management, LLC | 0.00% | Add +18.9% | 201 | $14K |
| Pflug Koory, LLC | 0.00% | — | 200 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 184 | $13K |
| Coston, McIsaac & Partners | 0.00% | New | 179 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 163 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 158 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -6.0% | 156 | $11K |
| WASHINGTON TRUST Co | 0.00% | No change | 136 | $10K |
| Element Wealth, LLC | 0.00% | No change | 129 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 129 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 127 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 125 | $9K |
| Ransom Advisory, Ltd | 0.00% | No change | 124 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 117 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 116 | $8K |
| Truvestments Capital LLC | 0.00% | New | 114 | $8K |
| LGT Financial Advisors LLC | 0.02% | Add +0.9% | 107 | $8K |
| Wiser Advisor Group LLC | 0.01% | Add +1.0% | 105 | $8K |
| EnRich Financial Partners LLC | 0.00% | No change | 102 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $7K |
| Evolution Advisers, Inc. | 0.00% | No change | 101 | $7K |
| Hexagon Capital Partners LLC | 0.00% | No change | 97 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 95 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 90 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 84 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 70 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 72 | $5K |
| Northwest Investment Counselors, LLC | 0.00% | New | 63 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 63 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 63 | $5K |
| PSI Advisors, LLC | 0.00% | Reduce -7.8% | 59 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 57 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 55 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 54 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 54 | $4K |
| FSA Wealth Management LLC | 0.00% | — | 49 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -85.7% | 48 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 46 | $3K |
| Blue Trust, Inc. | 0.00% | New | 43 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 38 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Add +3.2% | 32 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 31 | $2K |
| Avion Wealth | 0.00% | No change | 39 | $2K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 22 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 20 | $1K |
| Bokf, NA | 0.00% | New | 18 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 16 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 11 | $789 |
| BNP Paribas Financial Markets | 0.00% | New | 5 | $359 |
| Arvest Investments, Inc. | 0.00% | Reduce -93.8% | 5 | $358 |
| Bfsg, LLC | 0.00% | Reduce -97.6% | 4 | $288 |
| Kozak & Associates, Inc. | 0.00% | Reduce -96.9% | 2 | $45 |
"% of holder's portfolio" is FNDX's weight in each manager's 13F, not the share of Schwab Fndmntl US LRG Co. ETF the manager owns.