Schwab Fndmntl US LRG Co. ETFFNDXETF
13F holders, Q2 2026 (June 30)840holders +55
101new positions
42sold out
4famous investors
$31.09avg. 13F price*
At the end of Q2 2026, 840 institutions reported holding Schwab Fndmntl US LRG Co. ETF (FNDX) in their 13F filings, up 55 from Q1 2026. 101 opened new positions and 42 sold out. The largest holders were Charles Schwab Investment Management Inc. ($11.7B), Captrust Financial Advisors ($897.1M) and Keybank National Association ($474.9M). 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 Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $58.9M |
| Exits | 42 | $19.0M |
All 13F filers, Q1 2026 → Q2 2026: 24,674,354 shares bought and 52,753,295 shares sold, net −28,078,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 840 holders
| Charles Schwab Investment Management Inc. | 1.55% | Reduce -10.6% | 374,969,727 | $11.7B |
| Captrust Financial Advisors | 1.37% | Add +4.9% | 28,845,768 | $897.1M |
| Keybank National Association | 1.56% | Add +22.6% | 15,268,868 | $474.9M |
| McAdam, LLC | 13.13% | Add +16.7% | 10,931,518 | $340.0M |
| Boulay Financial Advisors, LLC | 28.06% | Add +1.8% | 9,744,092 | $303.0M |
| Ameriprise Financial Inc. | 0.05% | Add +4.6% | 8,536,435 | $265.5M |
| Signature Estate & Investment Advisors LLC | 4.18% | Reduce -11.3% | 7,473,354 | $232.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.3% | 7,039,245 | $218.9M |
| Steele Capital Management, Inc. | 7.35% | Add +2.0% | 6,423,407 | $199.8M |
| LPL Financial LLC | 0.04% | Add +7.5% | 6,260,653 | $194.7M |
| Morgan Stanley | 0.01% | Add +8.7% | 5,908,781 | $183.8M |
| Glassman Wealth Services | 17.17% | Reduce -1.3% | 4,609,229 | $143.3M |
| Cetera Investment Advisers | 0.12% | Add +5.8% | 4,116,304 | $128.0M |
| Charles Schwab Trust Co | 6.26% | Add +12.1% | 3,606,725 | $112.2M |
| Northwest Bancshares, Inc. | 19.27% | Reduce -13.4% | 3,442,130 | $107.1M |
| Bank of America Corp. | 0.01% | Add +7.7% | 3,386,660 | $105.3M |
| Bank of New York Mellon Corp | 0.02% | Add +21.6% | 3,196,711 | $99.4M |
| AlphaCore Capital LLC | 1.67% | Reduce -4.2% | 2,922,172 | $90.9M |
| Quadrant Capital Group LLC | 2.31% | Add +0.1% | 2,707,265 | $84.2M |
| Gemmer Asset Management LLC | 5.62% | Add +0.2% | 2,688,126 | $83.6M |
| Clark Capital Management Group, Inc. | 0.46% | Add +7.6% | 2,684,676 | $83.5M |
| Reston Wealth Management LLC | 19.83% | Add +1.6% | 2,366,034 | $73.6M |
| BlueStem Wealth Partners, LLC | 7.31% | Add +188.2% | 2,361,445 | $73.4M |
| Kelman-Lazarov, Inc. | 9.58% | Reduce -0.9% | 2,350,202 | $73.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +4.8% | 2,278,635 | $70.9M |
| HighTower Advisors, LLC | 0.07% | Add +11.3% | 2,254,293 | $70.1M |
| Bell Investment Advisors, Inc | 10.06% | Add +1.1% | 2,202,691 | $68.5M |
| Creative Planning | 0.04% | Add +0.5% | 2,178,826 | $67.8M |
| Lee Financial Co | 8.65% | Reduce -0.3% | 2,177,038 | $67.7M |
| True North Advisors, LLC | 6.37% | Add +3.2% | 2,140,879 | $66.6M |
| UBS Group AG | 0.01% | Reduce -3.8% | 2,064,745 | $64.2M |
| Osaic Holdings, Inc. | 0.07% | Add +57.3% | 2,046,010 | $63.6M |
| Prairiewood Capital, LLC | 15.91% | Add +3.1% | 1,973,737 | $61.4M |
| DAVENPORT & Co LLC | 0.31% | Add +77.3% | 1,959,498 | $60.9M |
| Ashford Advisors, LLC | 11.73% | Reduce -0.4% | 1,828,254 | $56.9M |
| Eagle Strategies LLC | 5.61% | Add +73.2% | 1,814,296 | $56.4M |
| Cornerstone Planning Group LLC | 6.94% | Add +2.8% | 1,742,873 | $55.1M |
| Tanglewood Wealth Management, Inc. | 4.55% | Add +1.0% | 1,719,646 | $53.5M |
| Koesten, Hirschmann & Crabtree, INC. | 21.94% | Reduce -0.6% | 1,694,633 | $52.7M |
| Kavar Capital Partners Group, LLC | 6.33% | Add +3.5% | 1,650,796 | $51.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.47% | Add +2.0% | 1,530,215 | $47.6M |
| Focus Partners Wealth | 0.05% | Reduce -0.7% | 1,464,987 | $45.6M |
| Resonant Capital Advisors, LLC | 2.12% | Reduce -2.8% | 1,424,766 | $44.3M |
| Urban Financial Advisory Corp | 10.36% | Add +12.1% | 1,208,406 | $37.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.4% | 1,152,222 | $35.8M |
| Fortis Capital Advisors, LLC | 4.02% | Add +0.3% | 1,148,343 | $35.7M |
| Belpointe Asset Management LLC | 1.17% | Add +0.3% | 1,148,343 | $35.7M |
| PTM Wealth Management, LLC | 15.78% | Add +5.7% | 1,111,614 | $35.0M |
| Great Valley Advisor Group, Inc. | 0.55% | Reduce -1.6% | 1,119,658 | $34.8M |
| Wealthspire Retirement, LLC | 1.89% | Add +16.3% | 1,110,024 | $34.5M |
| Mariner, LLC | 0.04% | Reduce -13.1% | 1,092,003 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Add +54.2% | 1,061,498 | $33.0M |
| Planned Solutions, Inc. | 9.25% | Reduce -0.9% | 1,034,102 | $32.2M |
| Richardson Capital Management LLC | 13.72% | Add +2.5% | 1,032,253 | $32.1M |
| EP Wealth Advisors, LLC | 0.12% | Add +87.4% | 1,009,735 | $31.4M |
| Allen Wealth Management, LLC | 15.23% | Add +4.5% | 1,005,844 | $31.3M |
| Berman McAleer LLC | 3.55% | Reduce -0.2% | 985,797 | $30.7M |
| Certified Advisory Corp | 2.46% | Add +11.1% | 979,820 | $30.5M |
| Royal Bank of Canada | 0.01% | Add +38.6% | 960,732 | $29.9M |
| Moller Wealth Partners | 5.39% | Reduce -0.3% | 958,661 | $29.8M |
| Financial Strategies Group, Inc. | 4.74% | Add +1.6% | 942,592 | $29.8M |
| TruNorth Capital Management, LLC | 4.74% | Add +6.8% | 949,267 | $29.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +27.8% | 948,393 | $29.5M |
| Solitude Financial Services | 8.15% | Add +1.1% | 945,622 | $29.4M |
| NorthCoast Asset Management LLC | 0.62% | Add +9.8% | 893,291 | $27.8M |
| Pasadena Private Wealth, LLC | 3.46% | Reduce -0.5% | 868,323 | $27.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +173.3% | 865,941 | $26.9M |
| Haverford Trust Co | 0.23% | Reduce -6.8% | 838,768 | $26.1M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Reduce -4.5% | 834,467 | $26.0M |
| CPC Advisors, LLC | 3.48% | Reduce -1.0% | 828,961 | $25.8M |
| Quantinno Capital Management LP | 0.03% | Add +19.9% | 805,802 | $25.1M |
| Firestone Capital Management | 4.54% | Add +0.9% | 783,413 | $24.4M |
| Arax Advisory Partners | 0.16% | Add +3305.2% | 781,859 | $24.3M |
| Tudor Investment Corporation | 0.10% | Add +104.1% | 778,467 | $24.2M |
| MAI Capital Management | 0.09% | Add +7.8% | 761,166 | $23.7M |
| Your Advocates Ltd., LLP | 6.71% | Reduce -1.7% | 754,822 | $23.5M |
| Elevation Wealth Partners, LLC | 6.97% | Add +0.9% | 747,950 | $23.3M |
| Washington Trust Advisors, Inc. | 1.70% | Reduce -0.3% | 737,035 | $22.9M |
| Cabot Wealth Management Inc. | 2.31% | Reduce -0.7% | 729,227 | $22.7M |
| Aufman Associates Inc | 8.67% | Add +3.0% | 699,040 | $21.7M |
| Pennsylvania Capital Management Inc. | 5.51% | Add +3.4% | 698,020 | $21.7M |
| Oxford Financial Group, LTD. LLC | 1.09% | Reduce -9.9% | 693,012 | $21.6M |
| Gotham Asset Management | 0.05% | Add +17.9% | 689,872 | $21.5M |
| MML Investors Services, LLC | 0.04% | Add +25.0% | 680,293 | $21.2M |
| Johnson Bixby & Associates, LLC | 2.29% | Add +3.6% | 660,586 | $20.5M |
| Highline Wealth Partners LLC | 4.19% | Add +20.2% | 659,630 | $20.5M |
| Tradition Wealth Management, LLC | 1.21% | Add +3.4% | 635,786 | $19.8M |
| Peapack Gladstone Financial Corp. | 0.22% | Add +29.8% | 625,180 | $19.4M |
| Principal Securities, Inc. | 0.23% | Add +3.3% | 624,073 | $19.4M |
| Cahill Financial Advisors Inc. | 1.85% | Add +0.7% | 619,666 | $19.3M |
| Wealth Forward, LLC | 9.59% | Add +10.2% | 619,404 | $19.3M |
| Envision Financial LLC | 8.86% | Reduce -4.0% | 618,699 | $19.2M |
| White Pine Investment CO | 4.09% | Add +2.1% | 617,762 | $19.2M |
| Strata Wealth Advisors, LLC | 4.68% | Add +3.9% | 617,597 | $19.2M |
| VVR Holdings LLC | 8.30% | Reduce -4.1% | 617,012 | $19.2M |
| Northland Capital Management LLC | 10.19% | Add +1.1% | 608,030 | $18.9M |
| Cerity Partners LLC | 0.02% | Reduce -8.2% | 596,100 | $18.5M |
| Asset Allocation Strategies LLC | 2.73% | Add +1.1% | 569,600 | $17.7M |
| Ironwood Investment Counsel, LLC | 2.30% | Add +8.1% | 563,849 | $17.5M |
| AQR Capital Management | 0.01% | Add +12.5% | 560,117 | $17.4M |
| Sellwood Investment Partners LLC | 6.11% | Reduce -8.4% | 557,233 | $17.3M |
| FMR LLC | 0.00% | Add +7.6% | 555,274 | $17.3M |
| Williams Financial, LLC | 8.89% | Add +4.1% | 553,422 | $17.2M |
| Jones Financial Companies LLLP | 0.01% | Add +21.4% | 544,483 | $16.9M |
| Savant Capital, LLC | 0.05% | Add +206.0% | 542,991 | $16.5M |
| Two Sigma Investments, LP | 0.01% | New | 525,500 | $16.3M |
| Access Financial Services, Inc. | 5.14% | Add +2.0% | 504,385 | $15.7M |
| Equity Wealth Partners, LLC | 5.40% | Add +6.3% | 483,474 | $15.0M |
| Systelligence, LLC | 2.37% | Add +10.0% | 456,698 | $14.2M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.2% | 455,404 | $14.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +15.3% | 452,039 | $14.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +45.7% | 440,070 | $13.8M |
| Merit Financial Group, LLC | 0.08% | Reduce -42.3% | 432,693 | $13.5M |
| Cedar Point Capital Partners, LLC | 7.57% | Add +2.9% | 423,019 | $13.2M |
| Leavell Investment Management, Inc. | 0.48% | Add +10.5% | 422,705 | $13.1M |
| Sterling Financial Planning, Inc. | 3.54% | Reduce -1.4% | 418,339 | $13.0M |
| Archford Capital Strategies, LLC | 1.31% | Add +2.1% | 416,168 | $12.9M |
| Timmons Wealth Management, LLC | 9.38% | Reduce -2.7% | 412,264 | $12.8M |
| J.E. Simmons & Co., P.C. | 7.17% | Reduce -1.8% | 409,362 | $12.7M |
| Arcadia Investment Advisors LLC | 5.36% | Add +3.7% | 409,014 | $12.7M |
| Pallas Capital Advisors LLC | 0.39% | Reduce -0.3% | 408,034 | $12.7M |
| Park Avenue Securities LLC | 0.08% | Add +7.1% | 404,248 | $12.6M |
| Nicholson Meyer Capital Management, Inc. | 8.33% | Reduce -4.0% | 401,950 | $12.5M |
| Lakewood Asset Management LLC | 6.79% | Add +7.3% | 397,708 | $12.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.50% | Add +211.4% | 396,028 | $12.3M |
| Alhambra Investment Management LLC | 5.36% | Reduce -8.1% | 394,513 | $12.3M |
| Collective Family Office LLC | 2.50% | Add +7.6% | 392,961 | $12.2M |
| Corient Private Wealth LP | 0.02% | Reduce -60.9% | 392,321 | $12.2M |
| Legend Financial Advisors, Inc. | 6.72% | Reduce -0.6% | 380,221 | $11.8M |
| Bristlecone Value Partners, LLC | 9.30% | Reduce -0.9% | 371,784 | $11.6M |
| Lowery Thomas, LLC | 5.60% | Reduce -1.9% | 368,588 | $11.5M |
| American Trust | 0.86% | Reduce -6.1% | 358,274 | $11.1M |
| Milestone Investment Advisors LLC | 2.37% | Add +1.7% | 352,730 | $11.0M |
| Bruce G. Allen Investments, LLC | 6.99% | Add +0.6% | 352,655 | $11.0M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -1.0% | 347,638 | $10.8M |
| Arlington Financial Advisors, LLC | 1.37% | Reduce -1.5% | 347,092 | $10.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.5% | 342,977 | $10.7M |
| Breakwater Capital Group | 1.22% | Add +5.6% | 326,127 | $10.1M |
| AlTi Global, Inc. | 0.21% | Reduce -1.8% | 325,797 | $10.1M |
| Foster & Motley Inc. | 0.46% | Add +1.0% | 322,194 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 318,135 | $9.9M |
| Guardian Financial Partners, LLC | 3.79% | Reduce -1.1% | 313,049 | $9.7M |
| Gross & Hartman Investments LLC | 4.21% | Add +1.8% | 306,501 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +2502.7% | 306,438 | $9.5M |
| RHS Financial, LLC | 3.74% | Reduce -9.1% | 297,927 | $9.3M |
| Darrow Company, Inc. | 3.55% | Add +0.4% | 294,344 | $9.2M |
| Payne Capital LLC | 7.50% | Add +59.6% | 289,355 | $9.0M |
| Quadcap Wealth Management, LLC | 0.87% | Reduce -4.1% | 286,161 | $8.9M |
| Wingate Wealth Advisors, Inc. | 3.87% | Add +3.2% | 282,455 | $8.8M |
| IFC & Insurance Marketing, Inc. | 7.71% | Add +6.4% | 281,542 | $8.8M |
| BCS Wealth Management | 1.57% | Add +3.8% | 280,104 | $8.7M |
| Rollins Financial Advisors, LLC | 1.14% | Add +2.8% | 278,468 | $8.7M |
| Wilmington Savings Fund Society, FSB | 0.19% | No change | 277,989 | $8.6M |
| BIP Wealth, LLC | 0.24% | Add +1140.1% | 273,674 | $8.5M |
| Novem Group | 0.85% | Add +20.9% | 269,946 | $8.4M |
| Flatrock Wealth Partners LLC | 3.28% | Add +13.8% | 268,507 | $8.4M |
| Integrity Alliance, Llc. | 0.24% | Reduce -1.7% | 247,381 | $7.7M |
| Boyce & Associates Wealth Consulting, Inc. | 5.24% | Add +3.0% | 243,240 | $7.6M |
| Aberdeen Wealth Management LLC | 3.59% | Add +25.5% | 240,514 | $7.5M |
| Cowa, LLC | 2.01% | Add +0.3% | 239,072 | $7.4M |
| Journey Advisory Group, LLC | 0.56% | Add +1.3% | 234,993 | $7.3M |
| BFI Wealth Solutions, LLC | 5.33% | Add +38.8% | 231,563 | $7.2M |
| AE Wealth Management LLC | 0.03% | Add +5.1% | 231,227 | $7.2M |
| Eq Wealth Advisors, LLC | 3.94% | Add +0.8% | 230,580 | $7.2M |
| Argos Wealth Advisors, LLC | 1.89% | Add +0.4% | 229,163 | $7.1M |
| Schmidt P J Investment Management Inc. | 1.10% | Reduce -1.3% | 226,934 | $7.1M |
| Avant Capital LLC | 4.40% | Add +0.1% | 225,589 | $7.0M |
| Csenge Advisory Group | 0.28% | Add +2.7% | 219,963 | $6.8M |
| Baker Ellis Asset Management LLC | 0.70% | Reduce -0.9% | 215,491 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Add +23.8% | 214,708 | $6.7M |
| Capital Advantage, Inc. | 0.81% | Add +19.6% | 214,467 | $6.7M |
| Blair William & Co. | 0.02% | Add +6.5% | 210,807 | $6.6M |
| Bravera Wealth | 2.50% | Add +9.3% | 209,549 | $6.5M |
| Main Street Financial Solutions, LLC | 0.42% | Add +16.2% | 208,983 | $6.5M |
| Mission Wealth Management, LP | 0.08% | Add +1431.1% | 207,214 | $6.4M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +1.4% | 205,599 | $6.4M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -1.1% | 201,590 | $6.3M |
| Ieq Capital, LLC | 0.03% | Add +9.7% | 197,961 | $6.2M |
| Arq Wealth Advisors, LLC | 0.75% | Reduce -50.0% | 191,841 | $6.1M |
| IMA Advisory Services, Inc. | 0.37% | Reduce -7.1% | 192,405 | $6.0M |
| CVA Family Office, LLC | 0.53% | Add +0.0% | 189,250 | $5.9M |
| Verum Partners LLC | 0.88% | Reduce -8.0% | 186,856 | $5.8M |
| Wilkins Miller Wealth Management, LLC | 3.16% | Add +5.5% | 184,571 | $5.7M |
| Allworth Financial LP | 0.02% | Reduce -1.8% | 181,401 | $5.6M |
| Focus Financial Network, Inc. | 0.17% | Add +5.1% | 179,678 | $5.6M |
| Stage Harbor Financial, LLC | 3.21% | Reduce -0.5% | 178,629 | $5.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.60% | Add +3.4% | 174,935 | $5.4M |
| QRG Capital Management, Inc. | 0.04% | Reduce -2.6% | 171,170 | $5.3M |
| &partners | 0.02% | Add +8.3% | 170,961 | $5.3M |
| Yanni & Associates Investment Advisors, LLC | 4.87% | Reduce -1.1% | 169,794 | $5.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.20% | Reduce -2.5% | 169,687 | $5.3M |
| Blueprint Investment Partners LLC | 0.44% | Add +0.8% | 168,153 | $5.2M |
| Lido Advisors, LLC | 0.02% | Add +8.3% | 167,628 | $5.2M |
| Shakespeare Wealth Management, LLC | 1.38% | No change | 167,354 | $5.2M |
| Blueprint Financial Advisors LLC | 0.58% | Reduce -0.2% | 166,468 | $5.2M |
| BlackRock, Inc. | 0.00% | Add +18.6% | 166,169 | $5.2M |
| Tempus Wealth Planning, LLC | 1.01% | Add +9.5% | 165,667 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +3.3% | 164,436 | $5.1M |
| RFG - Bristol Wealth Advisors, LLC | 1.20% | Add +2.0% | 159,917 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | New | 159,508 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +67.1% | 156,872 | $4.9M |
| Western Wealth Management, LLC | 0.16% | Add +28.9% | 156,756 | $4.9M |
| Fortitude Family Office, LLC | 0.95% | Reduce -0.9% | 156,641 | $4.9M |
| Cidel Asset Management Inc. | 0.23% | No change | 155,097 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +2.5% | 154,510 | $4.8M |
| Vise Technologies, Inc. | 0.05% | Add +29.1% | 154,216 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 154,001 | $4.8M |
| Thoroughbred Financial Services, LLC | 0.22% | Reduce -6.1% | 150,148 | $4.7M |
| Cathy Pareto & Associates, Inc. | 2.73% | Add +3.5% | 149,823 | $4.7M |
| Safe Harbor Family Capital, LLC | 3.03% | Add +0.3% | 145,829 | $4.5M |
| Prospera Financial Services Inc | 0.07% | Add +31.1% | 145,745 | $4.5M |
| Next Capital Management LLC | 1.21% | Add +12.6% | 144,153 | $4.5M |
| IFP Advisors, Inc | 0.08% | Add +11.6% | 142,262 | $4.4M |
| Valmark Advisers, Inc. | 0.05% | Add +16.6% | 141,614 | $4.4M |
| Fca Corp. | 1.07% | Add +0.8% | 139,092 | $4.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +23.4% | 136,979 | $4.3M |
| Carnegie Investment Counsel | 0.08% | Add +13.3% | 132,510 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 132,349 | $4.1M |
| Magnolia Private Wealth, LLC | 2.24% | Reduce -18.6% | 131,420 | $4.1M |
| Cresset Asset Management, LLC | 0.01% | Add +871.7% | 130,775 | $4.1M |
| Cambridge Advisors Inc. | 0.68% | Reduce -3.1% | 127,243 | $4.0M |
| Warner Financial, Inc. | 1.15% | Add +4.1% | 125,438 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -23.5% | 125,122 | $3.9M |
| Succession Financial, Inc. | 3.75% | — | 124,191 | $3.9M |
| Prostatis Group LLC | 0.89% | Add +9.1% | 123,343 | $3.8M |
| Lodestar Private Asset Management LLC | 0.33% | Reduce -2.5% | 121,702 | $3.8M |
| Mattern Wealth Management LLC | 0.61% | New | 120,000 | $3.7M |
| Wellspring Financial Advisors, LLC | 0.25% | Add +19.3% | 119,966 | $3.7M |
| Meridian Wealth Management, LLC | 0.12% | Add +0.0% | 119,609 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -94.2% | 117,208 | $3.6M |
| Cutler Investment Counsel LLC | 0.33% | Add +47.7% | 112,177 | $3.5M |
| Savvy Advisors, Inc. | 0.07% | Add +2.2% | 111,288 | $3.5M |
| Roof Eidam Maycock Peralta, LLC | 0.68% | Add +1.9% | 110,558 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +0.9% | 110,049 | $3.4M |
| HUB Investment Partners, LLC | 0.06% | Add +253.7% | 108,397 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.1% | 106,891 | $3.3M |
| Cascades Capital Asset Management, LLC | 1.20% | Add +0.4% | 103,835 | $3.2M |
| Whitener Capital Management, Inc. | 0.68% | Reduce -2.4% | 103,246 | $3.2M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -2.4% | 103,049 | $3.2M |
| Kings Path Partners LLC | 0.83% | Reduce -0.6% | 99,912 | $3.1M |
| SteelPeak Wealth, LLC | 0.08% | New | 99,464 | $3.1M |
| Signal Tree Financial Partners LLC | 2.02% | No change | 98,187 | $3.1M |
| Ameritas Advisory Services, LLC | 0.06% | Add +438.0% | 97,487 | $3.0M |
| Betterment LLC | 0.01% | Add +16.3% | 95,873 | $3.0M |
| Bleakley Financial Group, LLC | 0.04% | Add +77.7% | 95,451 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.8% | 95,387 | $3.0M |
| Klingenstein Fields & Co. LP | 0.10% | New | 94,791 | $2.9M |
| Sax Wealth Advisors, LLC | 0.12% | Add +0.5% | 104,729 | $2.9M |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.6% | 93,233 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -0.6% | 92,877 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.5% | 92,241 | $2.9M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.1% | 89,094 | $2.8M |
| World Equity Group, Inc. | 0.61% | Add +3.6% | 87,295 | $2.7M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -4.1% | 85,836 | $2.7M |
| Riverchase Wealth Management, LLC | 1.24% | Reduce -0.3% | 85,748 | $2.7M |
| PFG Advisors | 0.13% | Reduce -7.1% | 83,967 | $2.6M |
| Global Retirement Partners, LLC | 0.04% | — | 83,625 | $2.6M |
| Silver Oak Securities, Incorporated | 0.16% | Add +887.1% | 82,966 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 82,103 | $2.6M |
| Asset Advisory Group, Inc. | 1.11% | Reduce -0.2% | 81,671 | $2.5M |
| Curtis Advisory Group, LLC | 0.49% | Add +698.1% | 81,603 | $2.5M |
| Westmount Partners, LLC | 0.55% | No change | 79,721 | $2.5M |
| R. W. Roge & Company, Inc. | 1.05% | Reduce -1.1% | 79,260 | $2.5M |
| Mezzasalma Advisors, LLC | 0.49% | Add +3.8% | 86,912 | $2.4M |
| Maseco LLP | 0.07% | Reduce -2.5% | 78,421 | $2.4M |
| Bank of Montreal | 0.00% | Add +10.7% | 76,481 | $2.4M |
| Alpha Omega Wealth Management LLC | 0.35% | Add +9.0% | 74,556 | $2.3M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.1% | 74,519 | $2.3M |
| WealthCare Investment Partners, LLC | 0.55% | Add +2.6% | 72,834 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.21% | Add +0.9% | 71,330 | $2.2M |
| Briggs Wealth Management, Inc | 2.02% | Add +3.6% | 71,026 | $2.2M |
| Colonial Trust Co / SC | 0.28% | No change | 71,017 | $2.2M |
| Angeles Wealth Management, LLC | 0.10% | No change | 70,728 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.2% | 70,083 | $2.2M |
| Sheets Smith Wealth Management | 0.21% | Add +5.2% | 68,427 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 68,264 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.3% | 67,766 | $2.1M |
| Bearing Point Capital, LLC | 0.28% | No change | 65,900 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Add +0.1% | 65,586 | $2.0M |
| Harbor Asset Planning, Inc. | 1.53% | Reduce -3.6% | 65,443 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +6.8% | 65,017 | $2.0M |
| YHB Investment Advisors, Inc. | 0.13% | New | 65,000 | $2.0M |
| Harbor Group, Inc. | 0.24% | Add +0.0% | 64,945 | $2.0M |
| Aspiring Ventures, LLC | 0.54% | No change | 64,926 | $2.0M |
| Nabity-Jensen Investment Management Inc | 1.23% | Add +2.7% | 64,624 | $2.0M |
| Bulwark Capital Corp | 1.12% | Reduce -0.8% | 63,961 | $2.0M |
| Compass Financial Group, INC | 0.23% | New | 63,157 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -15.2% | 63,050 | $2.0M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -1.3% | 62,937 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +13.7% | 61,621 | $1.9M |
| Berger Financial Group, Inc | 0.10% | Reduce -0.8% | 61,733 | $1.9M |
| InTrack Investment Management Inc | 0.95% | Add +321.1% | 61,589 | $1.9M |
| Madison Asset Management, LLC | 0.02% | No change | 60,771 | $1.9M |
| Harbour Investment Management LLC | 0.95% | No change | 59,391 | $1.8M |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.2% | 59,097 | $1.8M |
| LBMC Investment Advisors, LLC | 0.10% | No change | 58,923 | $1.8M |
| Go Invest LLC | 0.43% | Add +40.8% | 58,586 | $1.8M |
| Directional Asset Management | 1.74% | Add +4.0% | 58,524 | $1.8M |
| Foguth Wealth Management, LLC. | 0.21% | Reduce -46.4% | 57,851 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +0.3% | 58,026 | $1.8M |
| Whipplewood Advisors, LLC | 1.21% | Reduce -2.3% | 57,624 | $1.8M |
| Spartan Wealth Advisory Services LLC | 0.15% | Add +11.3% | 57,025 | $1.8M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -8.1% | 56,978 | $1.8M |
| Perryman Financial Advisory Inc. | 0.23% | Add +6.0% | 55,937 | $1.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.16% | No change | 54,749 | $1.7M |
| Citizens National Bank Trust Department | 0.25% | Add +13.4% | 54,677 | $1.7M |
| Schrum Private Wealth Management LLC | 1.73% | Reduce -64.8% | 26,351 | $1.7M |
| Brand Asset Management Group, Inc. | 0.37% | Reduce -1.4% | 54,228 | $1.7M |
| Jacobi Capital Management LLC | 0.08% | Add +0.4% | 53,944 | $1.7M |
| Larson Financial Group LLC | 0.04% | Reduce -24.5% | 53,588 | $1.7M |
| Avestar Capital, LLC | 0.10% | No change | 52,552 | $1.6M |
| MidAtlantic Capital Management, Inc. | 0.99% | Reduce -4.9% | 51,342 | $1.6M |
| Capasso Planning Partners LLC | 0.79% | Reduce -2.1% | 50,920 | $1.6M |
| Gryphon Financial Partners LLC | 0.14% | Add +5.7% | 50,766 | $1.6M |
| Yoder Wealth Management, Inc. | 0.60% | Reduce -11.8% | 49,722 | $1.5M |
| Values Added Financial LLC | 0.56% | No change | 49,704 | $1.5M |
| Red Reef Advisors LLC | 1.42% | Add +0.4% | 49,520 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +2.0% | 48,999 | $1.5M |
| McGrath & Associates, Inc. | 1.97% | Reduce -12.6% | 48,615 | $1.5M |
| Ami Investment Management Inc. | 0.32% | No change | 48,309 | $1.5M |
| Financial Planning Hawaii, Inc. | 0.81% | Add +10.9% | 48,296 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +62.4% | 48,302 | $1.5M |
| US Bancorp \de | 0.00% | Add +19.6% | 48,207 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -13.7% | 47,675 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.7% | 47,546 | $1.5M |
| Birchwood Financial Partners, Inc. | 1.19% | Add +0.3% | 46,888 | $1.5M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -7.3% | 46,500 | $1.4M |
| Valley National Advisers Inc. | 0.16% | Reduce -0.2% | 45,820 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +1.0% | 45,718 | $1.4M |
| Kuhn & Co Investment Counsel | 0.82% | No change | 45,507 | $1.4M |
| Diversified Management Inc. | 0.30% | Add +19.8% | 45,475 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | Add +53.6% | 45,243 | $1.4M |
| Ballast Financial Advisors LLC | 1.25% | Reduce -3.1% | 44,248 | $1.4M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -9.4% | 44,246 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +13.8% | 44,127 | $1.4M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -5.7% | 43,829 | $1.4M |
| Root Financial Partners, LLC | 0.05% | Add +244.9% | 43,793 | $1.4M |
| KCM Investment Advisors LLC | 0.04% | Add +0.9% | 42,652 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.41% | Reduce -7.2% | 42,269 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -56.6% | 42,080 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +4.7% | 41,568 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.4% | 41,190 | $1.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +42.5% | 41,187 | $1.3M |
| Beacon Financial Planning, Inc. | 0.42% | Add +0.7% | 39,741 | $1.2M |
| Creative Financial Designs Inc. | 0.06% | Add +3.3% | 38,934 | $1.2M |
| Vanguard Advisers Inc. | 0.00% | Reduce -1.4% | 38,516 | $1.2M |
| Wedmont Private Capital | 0.03% | Reduce -13.5% | 37,527 | $1.2M |
| Vanguard National Trust Co | 0.06% | No change | 37,643 | $1.2M |
| Continuum Advisory, LLC | 0.09% | Add +1.5% | 37,481 | $1.2M |
| Apella Capital, LLC | 0.02% | Add +2.1% | 36,798 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Add +8.5% | 36,821 | $1.1M |
| Sage Financial Group Inc. | 0.06% | No change | 36,808 | $1.1M |
| Auxano Advisors, LLC | 0.21% | Add +25.8% | 36,388 | $1.1M |
| Clarity Capital Advisors, LLC | 0.47% | Add +0.4% | 36,217 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +24.5% | 36,133 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.1% | 36,040 | $1.1M |
| Heritage Wealth Management, Inc. | 0.28% | New | 35,826 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.9% | 35,717 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 35,627 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +39.6% | 35,536 | $1.1M |
| Clear Point Advisors Inc. | 0.97% | Add +0.3% | 35,326 | $1.1M |
| Catalyst Financial Partners LLC | 0.11% | No change | 35,210 | $1.1M |
| Platt Wealth Management LLC | 0.87% | Reduce -4.2% | 34,913 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.6% | 34,339 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +36.4% | 34,023 | $1.1M |
| Addison Advisors LLC | 0.49% | Reduce -38.6% | 33,107 | $1.0M |
| Councilor Wealth, LLC | 0.41% | Reduce -10.9% | 32,623 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 32,509 | $1.0M |
| CoreCap Advisors, LLC | 0.03% | Reduce -16.9% | 32,447 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.72% | Add +0.1% | 32,408 | $1.0M |
| HRC Wealth Management, LLC | 0.41% | Add +0.4% | 32,254 | $1.0M |
| Sei Investments Co. | 0.00% | Add +2.3% | 32,245 | $1.0M |
| Facet Wealth, Inc. | 0.01% | Reduce -11.3% | 31,759 | $988K |
| Townsend Asset Management Corp. /NC/ | 0.31% | Add +1.3% | 31,331 | $974K |
| Sigma Planning Corp | 0.02% | Add +10.2% | 31,293 | $973K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -8.2% | 31,179 | $970K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 31,118 | $968K |
| Crusonia Wealth Advisors LLC | 0.16% | Add +2.0% | 31,034 | $965K |
| Millstone Evans Group, LLC | 0.51% | Reduce -26.9% | 30,384 | $945K |
| Appleton Partners Inc. | 0.06% | Add +9.5% | 29,565 | $919K |
| Trust Point Inc. | 0.08% | Add +12.8% | 28,609 | $890K |
| Integrated Advisors Network LLC | 0.04% | Reduce -15.5% | 28,220 | $878K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.1% | 28,202 | $877K |
| Monetary Solutions, Ltd | 0.75% | Add +0.1% | 28,114 | $874K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.3% | 28,005 | $871K |
| Nuveen, LLC | 0.00% | New | 27,805 | $865K |
| Montag A & Associates Inc. | 0.04% | Add +5.5% | 27,800 | $865K |
| Wealth Advisory Team LLC | 0.70% | — | 27,682 | $861K |
| Baird Financial Group, Inc. | 0.00% | Add +5.9% | 27,531 | $856K |
| Natixis Advisors, LLC | 0.00% | Add +49.1% | 27,545 | $856K |
| Compound Planning, Inc. | 0.02% | Add +111.3% | 27,175 | $845K |
| Capital Analysts, LLC | 0.02% | Reduce -4.4% | 27,187 | $845K |
| Clark Asset Management, LLC | 0.07% | Add +8.4% | 26,851 | $835K |
| L.K. Benson & Company, P.C. | 0.25% | Add +0.3% | 26,818 | $834K |
| KLCM Advisors, Inc. | 0.07% | Reduce -0.5% | 26,682 | $830K |
| Evanson Financial, LLC | 0.04% | — | 26,442 | $822K |
| Studio Investment Management LLC | 0.14% | Reduce -6.3% | 25,908 | $806K |
| JMG Financial Group, Ltd. | 0.02% | Add +13.6% | 25,600 | $796K |
| Mengis Capital Management, Inc. | 0.12% | Add +3.5% | 25,568 | $795K |
| Compass Financial Management LLC | 0.10% | — | 25,436 | $791K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 25,367 | $789K |
| Essential Investment Partners LLC | 0.63% | Add +10.2% | 25,309 | $787K |
| Phil A. Younker & Associates, Ltd. | 0.53% | No change | 25,306 | $787K |
| Midwest Trust Co | 0.01% | Add +36.0% | 25,295 | $787K |
| Howe & Rusling Inc. | 0.04% | No change | 24,873 | $774K |
| Builder Investment Group Inc. | 0.15% | Reduce -0.4% | 24,862 | $773K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +29.2% | 24,684 | $768K |
| Arete Wealth Advisors, LLC | 0.05% | Add +3.4% | 24,680 | $768K |
| Parallel Advisors, LLC | 0.01% | Add +17.1% | 24,289 | $755K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.6% | 23,898 | $743K |
| Peregrine Asset Advisers, Inc. | 0.16% | New | 23,829 | $741K |
| Stonebridge Financial Group, LLC | 0.10% | — | 23,831 | $741K |
| Keyvantage Wealth, LLC | 0.28% | No change | 23,787 | $740K |
| Lafayette Investments, Inc. | 0.14% | Reduce -0.3% | 23,675 | $736K |
| Global Assets Advisory, LLC | 0.16% | New | 23,609 | $736K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +15.3% | 23,562 | $733K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | Add +10.6% | 23,113 | $719K |
| WealthPLAN Partners, LLC | 0.14% | Add +12.1% | 22,899 | $712K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.3% | 22,894 | $712K |
| Plan A Wealth LLC | 0.30% | Add +1.6% | 22,772 | $708K |
| National Bank of Canada | 0.00% | No change | 22,120 | $687K |
| Tenon Financial LLC | 0.22% | New | 22,050 | $686K |
| Capital Advisors Inc. | 0.01% | Add +2.7% | 21,950 | $683K |
| Chilton Capital Management LLC | 0.02% | Reduce -6.5% | 21,712 | $675K |
| Tactive Advisors, LLC | 0.16% | Add +22.9% | 21,503 | $669K |
| Level Four Advisory Services, LLC | 0.02% | New | 21,477 | $668K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.8% | 21,053 | $655K |
| MSA Advisors, LLC | 0.17% | No change | 20,952 | $652K |
| First National Trust Co | 0.02% | No change | 20,860 | $649K |
| Legacy Financial Strategies, LLC | 0.10% | Reduce -33.7% | 20,769 | $646K |
| Fund Evaluation Group, LLC | 0.02% | No change | 20,286 | $631K |
| Two Sigma Securities, LLC | 0.05% | Reduce -2.0% | 20,069 | $624K |
| Summit Wealth Group LLC / Co. | 0.05% | No change | 20,061 | $624K |
| IFG Advisory, LLC | 0.02% | New | 19,956 | $621K |
| Dahring | Cusmano LLC | 0.33% | Reduce -1.6% | 19,905 | $619K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.6% | 19,846 | $617K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.2% | 19,760 | $615K |
| Welch Group, LLC | 0.02% | No change | 19,536 | $608K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +0.4% | 19,518 | $607K |
| Range Advisory, LLC | 0.07% | Add +51.1% | 19,516 | $607K |
| Independent Advisor Alliance | 0.01% | Reduce -55.8% | 19,169 | $596K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Reduce -3.3% | 19,131 | $595K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +27.6% | 18,952 | $589K |
| Traub Capital Management LLC | 0.52% | Add +2.5% | 18,879 | $587K |
| Mather Group, Llc. | 0.01% | Add +7.8% | 18,835 | $586K |
| Cary Street Partners Financial LLC | 0.01% | New | 18,817 | $585K |
| Everest Financial Group LLC | 0.08% | Reduce -2.9% | 18,766 | $584K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.8% | 18,476 | $575K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +43.9% | 18,412 | $573K |
| Principia Wealth Advisory, LLC | 0.28% | Reduce -2.6% | 18,301 | $569K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.7% | 17,998 | $560K |
| Tobias Financial Advisors, Inc. | 0.07% | No change | 17,910 | $557K |
| Assetmark, Inc. | 0.00% | Add +12.7% | 17,661 | $549K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.3% | 17,349 | $540K |
| Embree Financial Group | 0.05% | Add +2.6% | 17,279 | $537K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -0.9% | 17,246 | $536K |
| Wedbush Securities Inc. | 0.01% | Add +128.5% | 17,100 | $532K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.36% | No change | 17,099 | $532K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +73.4% | 17,085 | $531K |
| XTX Topco Ltd | 0.01% | New | 16,800 | $522K |
| Brookstone Capital Management | 0.01% | Reduce -7.3% | 16,779 | $522K |
| Red Door Wealth Management, LLC | 0.05% | Add +17.9% | 16,763 | $521K |
| Westbourne Investments, Inc. | 0.21% | Add +0.4% | 16,673 | $519K |
| Brown Advisory Inc. | 0.00% | Add +85.0% | 16,465 | $512K |
| Flagship Wealth Advisors, LLC | 0.11% | New | 16,364 | $509K |
| Destination Wealth Management | 0.01% | Reduce -25.9% | 16,212 | $504K |
| BXM Wealth LLC | 0.27% | New | 16,192 | $504K |
| Abound Wealth Management | 0.10% | Add +1.8% | 16,115 | $501K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.3% | 16,112 | $501K |
| FSM Wealth Advisors, LLC | 0.05% | New | 16,050 | $499K |
| Market Street Wealth Management Advisors LLC | 0.07% | New | 15,993 | $497K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -28.8% | 15,761 | $493K |
| Modera Wealth Management, LLC | 0.01% | Add +21.1% | 15,834 | $492K |
| Capital Asset Advisory Services LLC | 0.02% | New | 15,731 | $489K |
| Argyle Capital Partners, LLC | 0.31% | No change | 15,713 | $489K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 15,675 | $487K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -1.0% | 15,612 | $486K |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.4% | 15,504 | $482K |
| Signature Equity Partners, LLC | 0.22% | Add +1.0% | 15,339 | $477K |
| Franklin Resources Inc. | 0.00% | No change | 15,199 | $473K |
| Channel Wealth LLC | 0.11% | Add +0.0% | 15,066 | $469K |
| Patten & Patten Inc. | 0.02% | No change | 15,017 | $467K |
| Fisher Asset Management | 0.00% | New | 14,939 | $465K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.1% | 14,800 | $460K |
| Advisor OS, LLC | 0.03% | Reduce -66.8% | 14,768 | $459K |
| Curi Capital, LLC | 0.01% | Reduce -39.7% | 14,734 | $458K |
| Brown Financial Advisory | 0.19% | Reduce -26.9% | 14,733 | $458K |
| Arbor Investment Advisors, LLC | 0.05% | Add +0.1% | 14,652 | $456K |
| Burford Brothers, Inc. | 0.17% | Add +0.4% | 14,627 | $455K |
| CRA Financial Services, LLC | 0.05% | No change | 14,600 | $454K |
| WESPAC Advisors, LLC | 0.22% | Reduce -6.4% | 14,566 | $453K |
| Smith Salley Wealth Management | 0.02% | No change | 14,252 | $443K |
| Vident Advisory, LLC | 0.00% | No change | 14,243 | $443K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +0.3% | 14,240 | $443K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.3% | 14,203 | $442K |
| Sensenig Capital Advisors, Inc | 0.40% | No change | 14,187 | $441K |
| Morris Financial Concepts, Inc. | 0.13% | Reduce -0.8% | 14,104 | $439K |
| Evergreen Capital Management LLC | 0.01% | Add +0.2% | 14,047 | $437K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -21.8% | 14,036 | $437K |
| Empirical Asset Management, LLC | 0.10% | Reduce -1.0% | 14,025 | $436K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 14,003 | $435K |
| Maridea Wealth Management LLC | 0.05% | Reduce -0.1% | 13,979 | $435K |
| Ashton Thomas Securities, LLC | 0.06% | New | 13,959 | $434K |
| Partners in Financial Planning | 0.07% | Reduce -0.6% | 13,823 | $430K |
| Members Trust Co | 0.01% | No change | 13,767 | $428K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.2% | 13,597 | $423K |
| Darwin Wealth Management, LLC | 0.12% | Add +0.4% | 13,557 | $422K |
| Apollon Wealth Management, LLC | 0.01% | Add +26.6% | 13,510 | $420K |
| Whittier Trust Co. | 0.00% | No change | 13,158 | $413K |
| Texas Yale Capital Corp. | 0.01% | No change | 13,200 | $411K |
| Weatherly Asset Management L. P. | 0.03% | No change | 13,142 | $409K |
| MCF Advisors LLC | 0.01% | Add +2.3% | 13,083 | $407K |
| CGN Advisors LLC | 0.03% | Reduce -3.4% | 13,020 | $405K |
| Bluespring Wealth Management, LLC | 0.01% | Add +35.1% | 12,906 | $401K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -4.5% | 12,852 | $400K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +1.6% | 12,850 | $400K |
| Westco Advisory Services Inc. | 0.24% | Reduce -0.4% | 12,847 | $400K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | No change | 12,844 | $399K |
| Roger Wittlin Investment Advisory, LLC | 0.31% | Add +0.4% | 12,690 | $395K |
| Coastwise Capital Group, LLC | 0.23% | Add +0.4% | 12,657 | $394K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.4% | 12,600 | $392K |
| Brighton Jones LLC | 0.01% | Reduce -6.3% | 12,574 | $391K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 12,540 | $390K |
| Trexquant Investment LP | 0.00% | New | 12,458 | $387K |
| Composition Wealth, LLC | 0.00% | Add +3.7% | 12,382 | $385K |
| First Pacific Financial | 0.05% | Add +15.4% | 12,334 | $384K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -3.5% | 12,216 | $380K |
| ATX Financial Planning, LLC | 0.25% | Reduce -2.1% | 12,193 | $379K |
| Anson Capital, Inc. | 0.24% | No change | 12,025 | $374K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -3.7% | 11,967 | $372K |
| Procyon Advisors, LLC | 0.02% | No change | 11,904 | $370K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.4% | 11,892 | $370K |
| World Investment Advisors | 0.01% | Add +2.3% | 12,691 | $364K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -13.7% | 11,684 | $363K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.4% | 11,622 | $361K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -14.9% | 11,581 | $360K |
| Money Concepts Capital Corp. | 0.02% | Reduce -1.0% | 11,430 | $355K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -11.8% | 11,429 | $355K |
| Index Fund Advisors, Inc. | 0.01% | No change | 11,325 | $352K |
| Roehl & Yi Investment Advisors, LLC | 0.12% | New | 11,245 | $350K |
| Creekside Partners | 0.13% | No change | 11,202 | $348K |
| Kane Investment Management, Inc. | 0.15% | New | 11,173 | $347K |
| Independence Wealth Advisors, LLC | 0.17% | Add +2.8% | 11,105 | $345K |
| Clarkston Capital Partners, LLC | 0.03% | Reduce -86.9% | 11,079 | $345K |
| Simmons Bank | 0.02% | No change | 11,076 | $344K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -20.9% | 11,033 | $343K |
| Elevate Wealth Advisory, Inc. | 0.20% | Add +38.6% | 10,995 | $342K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 10,961 | $341K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +30.9% | 10,936 | $340K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,628 | $336K |
| Diversify Wealth Management, LLC | 0.01% | Add +13.6% | 10,628 | $336K |
| Zhang Financial LLC | 0.01% | No change | 10,797 | $336K |
| Russell Investments Group, Ltd. | 0.00% | Add +26.6% | 10,688 | $332K |
| BetterWealth, LLC | 0.06% | Reduce -11.8% | 10,652 | $331K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 10,637 | $331K |
| Keenan, LLC | 0.23% | Add +0.1% | 10,600 | $330K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 10,575 | $329K |
| Invested Advisors | 0.29% | Reduce -21.1% | 10,527 | $327K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 10,346 | $322K |
| Atlantic Union Bankshares Corp | 0.01% | Add +63.4% | 10,324 | $321K |
| Regal Investment Advisors LLC | 0.02% | Reduce -46.5% | 10,259 | $319K |
| Hancock Whitney Corp. | 0.01% | No change | 10,228 | $318K |
| Ancora Advisors LLC | 0.01% | No change | 10,173 | $316K |
| Caerus Investment Advisors, LLC | 0.11% | No change | 10,017 | $312K |
| Investment Planning Advisors, Inc. | 0.07% | No change | 9,992 | $311K |
| NovaPoint Capital, LLC | 0.06% | New | 9,868 | $307K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -1.3% | 9,862 | $307K |
| Archvest Wealth Advisors, Inc. | 0.18% | Add +6.0% | 9,841 | $306K |
| Parthenon LLC | 0.03% | No change | 9,762 | $304K |
| WealthBridge Capital Management, LLC | 0.06% | New | 9,669 | $301K |
| Summit Asset Management, LLC | 0.04% | No change | 9,624 | $299K |
| Smithfield Trust Co | 0.01% | No change | 9,540 | $297K |
| Flputnam Investment Management Co. | 0.00% | Add +3.2% | 9,482 | $295K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.5% | 9,476 | $295K |
| Fifth Third Bancorp | 0.00% | Reduce -13.1% | 9,420 | $293K |
| Advocate Group LLC | 0.04% | No change | 9,405 | $292K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 9,267 | $288K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -12.6% | 9,249 | $288K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 9,194 | $286K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -1.6% | 9,135 | $284K |
| E&G Advisors, LLC | 0.05% | No change | 9,126 | $284K |
| Red Mountain Financial, LLC | 0.24% | New | 9,048 | $281K |
| Simon Quick Advisors, LLC | 0.01% | New | 9,016 | $280K |
| Integrity Investment Advisors, LLC | 0.12% | Add +0.4% | 8,926 | $278K |
| Citizens Financial Group Inc. | 0.00% | No change | 8,873 | $276K |
| Warner Group LLC | 0.07% | New | 8,866 | $276K |
| Regions Financial Corp. | 0.00% | Reduce -40.6% | 8,852 | $275K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -21.2% | 8,851 | $275K |
| RFG Advisory, LLC | 0.00% | Reduce -56.4% | 8,832 | $275K |
| Trilogy Capital Inc. | 0.01% | Reduce -55.3% | 8,794 | $273K |
| Castle Wealth Management LLC | 0.08% | Reduce -4.1% | 8,785 | $273K |
| Choreo, LLC | 0.00% | Add +0.1% | 8,720 | $271K |
| Jeter Robert S II | 0.26% | No change | 8,604 | $270K |
| Americana Partners, LLC | 0.01% | Add +0.4% | 8,672 | $270K |
| Accredited Investors Inc. | 0.01% | New | 8,643 | $269K |
| SouthState Bank Corp | 0.01% | Reduce -3.7% | 8,632 | $268K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.0% | 8,481 | $267K |
| Calton & Associates, Inc. | 0.04% | No change | 8,557 | $266K |
| Main Street Research LLC | 0.01% | No change | 8,541 | $266K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 8,517 | $265K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,462 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -0.2% | 8,454 | $263K |
| Financial Management, Inc. | 0.21% | Add +0.4% | 8,396 | $261K |
| Garde Capital, Inc. | 0.01% | No change | 8,334 | $259K |
| Retirement Planning Group, LLC | 0.01% | New | 8,319 | $259K |
| HC Advisors, LLC | 0.16% | No change | 8,304 | $258K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,261 | $257K |
| Luminvest Wealth Management LLC | 0.06% | No change | 8,259 | $257K |
| Condor Capital Management | 0.02% | Add +11.5% | 8,243 | $256K |
| Aspiriant, LLC | 0.01% | No change | 8,199 | $255K |
| WealthCollab, LLC | 0.09% | No change | 8,157 | $254K |
| Diversified Portfolios, Inc. | 0.02% | No change | 8,154 | $254K |
| Vestia Personal Wealth Advisors | 0.10% | New | 247,158 | $254K |
| Brio Consultants, LLC | 0.03% | Add +10.1% | 8,125 | $253K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +2.1% | 8,110 | $252K |
| VestGen Advisors, LLC | 0.01% | Reduce -17.1% | 8,108 | $252K |
| Old National Bancorp | 0.01% | Reduce -99.3% | 8,061 | $251K |
| Wealth Architects, LLC | 0.02% | New | 8,047 | $250K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | No change | 8,007 | $249K |
| Ketron Financial | 0.08% | New | 8,005 | $249K |
| Klingman & Associates, LLC | 0.01% | No change | 7,999 | $249K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 7,969 | $248K |
| Norden Group LLC | 0.02% | Add +0.4% | 7,955 | $247K |
| Indivisible Partners | 0.01% | Reduce -19.5% | 7,946 | $247K |
| Paragon Capital Management Ltd | 0.05% | Reduce -38.7% | 7,922 | $246K |
| Summit Financial, LLC | 0.00% | Reduce -0.5% | 7,866 | $245K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 7,830 | $244K |
| JB Capital LLC | 0.01% | Add +7.0% | 7,793 | $242K |
| Advisory Alpha, LLC | 0.01% | Reduce -11.2% | 7,758 | $241K |
| Advus Financial Partners, LLC | 0.05% | No change | 7,725 | $240K |
| Brooklyn FI, LLC | 0.04% | New | 7,571 | $239K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -45.2% | 7,627 | $239K |
| Stratos Investment Management, LLC | 0.01% | No change | 7,690 | $239K |
| Frank, Rimerman Advisors LLC | 0.01% | No change | 7,677 | $239K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +5.5% | 7,660 | $238K |
| Palisade Asset Management, LLC | 0.02% | No change | 7,611 | $237K |
| Valley Brook Capital Group, Inc. | 0.13% | No change | 7,578 | $236K |
| Foundry Financial LLC | 0.08% | No change | 7,510 | $234K |
| Chapin Davis, Inc. | 0.04% | No change | 7,494 | $233K |
| First Heartland Consultants, Inc. | 0.02% | New | 7,494 | $233K |
| Fragasso Financial Advisors Inc | 0.01% | No change | 7,429 | $231K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 7,424 | $231K |
| Archer Investment Corp | 0.04% | Add +0.4% | 7,397 | $230K |
| Oak Wealth Advisors LLC | 0.11% | Reduce -6.2% | 7,326 | $228K |
| Arkadios Wealth Advisors | 0.00% | Reduce -33.1% | 7,304 | $227K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -4.6% | 7,304 | $227K |
| Abacus Planning Group, Inc. | 0.03% | No change | 7,301 | $227K |
| Farringdon Capital, Ltd. | 0.11% | New | 7,200 | $224K |
| German American Bancorp, Inc. | 0.02% | New | 7,137 | $222K |
| Moneco Advisors, LLC | 0.01% | New | 7,119 | $221K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,100 | $221K |
| Goelzer Investment Management, Inc. | 0.01% | New | 7,050 | $219K |
| CWA Asset Management Group, LLC | 0.01% | New | 7,049 | $219K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 7,009 | $218K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,993 | $217K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,979 | $217K |
| GTS Securities LLC | 0.00% | New | 6,937 | $216K |
| Nova Wealth Management, Inc. | 0.12% | Reduce -47.8% | 6,925 | $215K |
| MBE Wealth Management, LLC | 0.08% | New | 6,917 | $215K |
| Stone Summit Wealth LLC | 0.05% | New | 6,917 | $215K |
| HBK Sorce Advisory LLC | 0.00% | New | 6,655 | $215K |
| Crewe Advisors LLC | 0.02% | No change | 6,785 | $211K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 6,771 | $211K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 6,758 | $210K |
| First Foundation Advisors | 0.01% | New | 6,722 | $209K |
| Wulff, Hansen & Co. | 0.16% | New | 6,714 | $209K |
| Front Row Advisors LLC | 0.06% | Add +10.3% | 6,432 | $208K |
| Mainstream Capital Management LLC | 0.12% | New | 6,662 | $207K |
| Theory Financial LLC | 0.07% | New | 6,657 | $207K |
| Cardinal Point Capital Management ULC | 0.01% | New | 6,637 | $206K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 6,527 | $205K |
| ATLas Financial Planning LLC | 0.16% | New | 6,538 | $203K |
| Cloud Capital Management, LLC | 0.07% | New | 6,562 | $203K |
| Sprinkle Financial Consultants LLC | 0.08% | New | 6,525 | $203K |
| Morton Capital Management LLC | 0.03% | New | 6,503 | $202K |
| Bragg Financial Advisors, Inc | 0.01% | New | 6,450 | $201K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 6,438 | $200K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -4.8% | 6,239 | $194K |
| Burk Holdings LLC | 0.07% | Reduce -32.2% | 6,186 | $192K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 5,979 | $186K |
| Caitlin John, LLC | 0.10% | No change | 5,961 | $185K |
| Asset Dedication, LLC | 0.01% | Reduce -25.8% | 5,897 | $183K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,832 | $181K |
| Gill Capital Partners, LLC | 0.05% | Reduce -2.8% | 5,823 | $181K |
| Centaurus Financial, Inc. | 0.01% | Add +4.7% | 5,795 | $180K |
| High Note Wealth, LLC | 0.03% | Reduce -26.4% | 5,561 | $173K |
| Spire Wealth Management | 0.01% | Add +0.3% | 5,454 | $170K |
| Breakwater Investment Management | 0.06% | No change | 5,388 | $168K |
| Fairway Wealth LLC | 0.04% | No change | 4,932 | $153K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,860 | $151K |
| Smartleaf Asset Management LLC | 0.00% | No change | 4,699 | $146K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.6% | 4,671 | $145K |
| Activest Wealth Management | 0.03% | Add +0.4% | 4,223 | $131K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 4,159 | $129K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 4,026 | $125K |
| Integrity Financial Corp | 0.06% | No change | 3,987 | $124K |
| Arlington Trust Co LLC | 0.01% | No change | 3,885 | $121K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.4% | 3,741 | $116K |
| SHP Wealth Management | 0.01% | No change | 3,684 | $115K |
| Cape Investment Advisory, Inc. | 0.03% | New | 3,555 | $111K |
| Adirondack Trust Co. | 0.03% | No change | 3,387 | $105K |
| Fairscale Capital, LLC | 0.06% | No change | 3,375 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,360 | $104K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +77.9% | 3,320 | $103K |
| Key Capital Management, INC | 0.05% | Reduce -8.8% | 3,096 | $96K |
| First Community Trust NA | 0.04% | No change | 2,979 | $93K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 2,922 | $91K |
| Tidemark, LLC | 0.02% | Add +0.2% | 2,919 | $91K |
| SYM FINANCIAL Corp | 0.01% | No change | 2,889 | $90K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,773 | $86K |
| MidFirst Bank | 0.01% | No change | 2,661 | $83K |
| Hoey Investments, Inc. | 0.01% | Reduce -2.2% | 2,586 | $80K |
| WealthShield Partners, LLC | 0.01% | Add +1.5% | 2,584 | $80K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +15.0% | 2,557 | $80K |
| CDKV Holdings LLC | 0.06% | No change | 2,373 | $74K |
| Hantz Financial Services, Inc. | 0.00% | Add +34.7% | 2,324 | $72K |
| UMB Bank, n.a. | 0.00% | No change | 2,286 | $71K |
| JNBA Financial Advisors | 0.01% | No change | 2,277 | $71K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -2.3% | 2,256 | $70K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.3% | 2,254 | $70K |
| PFS Partners, LLC | 0.03% | No change | 2,232 | $69K |
| Powell Investment Advisors, LLC | 0.02% | New | 2,217 | $69K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.4% | 2,101 | $65K |
| NFSG Corp | 0.01% | No change | 2,100 | $65K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +167.3% | 2,085 | $65K |
| Dunhill Financial, LLC | 0.01% | No change | 2,049 | $64K |
| First Bancorp, Inc | 0.02% | New | 2,026 | $63K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,969 | $61K |
| Tsfg, LLC | 0.01% | No change | 1,905 | $59K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,888 | $59K |
| Bogart Wealth, LLC | 0.00% | Add +13.7% | 1,848 | $57K |
| Graney & King, LLC | 0.02% | No change | 1,823 | $57K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,818 | $57K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +82.2% | 1,747 | $54K |
| Signature Resources Capital Management, LLC | 0.02% | Add +26.8% | 1,669 | $52K |
| Tounjian Advisory Partners, LLC | 0.02% | New | 1,626 | $51K |
| Private Trust Co. NA | 0.00% | Add +41.2% | 1,589 | $49K |
| FWL Investment Management, LLC | 0.01% | New | 1,569 | $49K |
| Fiduciary Financial Advisors | 0.00% | New | 1,543 | $48K |
| Eukles Asset Management | 0.02% | No change | 1,500 | $47K |
| Pinney & Scofield, Inc. | 0.02% | Add +0.3% | 1,426 | $44K |
| Mosley Wealth Management | 0.01% | New | 1,413 | $44K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +54.8% | 1,347 | $42K |
| Key Financial Inc | 0.01% | No change | 1,346 | $42K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,329 | $41K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 1,281 | $40K |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 1,276 | $40K |
| Downshift Financial, LLC | 0.02% | New | 1,217 | $38K |
| Blue Trust, Inc. | 0.00% | Reduce -0.9% | 1,194 | $37K |
| GGM Financial LLC | 0.01% | New | 1,166 | $36K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,080 | $34K |
| Valued Wealth Advisors LLC | 0.01% | No change | 1,092 | $34K |
| CrossGen Wealth, LLC | 0.02% | New | 1,015 | $32K |
| Rialto Wealth Management, LLC | 0.01% | No change | 969 | $30K |
| Harborfront Financial Group LLC | 0.11% | — | 940 | $29K |
| Richardson Financial Services Inc. | 0.02% | Add +219.8% | 857 | $27K |
| True Wealth Design, LLC | 0.01% | Reduce -94.1% | 839 | $26K |
| Rossby Financial, LCC | 0.00% | Add +48.8% | 829 | $26K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 807 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 790 | $25K |
| CKW Financial Group | 0.00% | New | 762 | $24K |
| Bessemer Group Inc. | 0.00% | Add +81.4% | 762 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 769 | $24K |
| HM Payson & Co. | 0.00% | No change | 753 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 724 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 710 | $22K |
| Main Management LLC | 0.00% | No change | 720 | $22K |
| Accordant Advisory Group Inc | 0.01% | No change | 704 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 701 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 699 | $22K |
| Cordant, Inc. | 0.01% | New | 697 | $22K |
| Osbon Capital Management LLC | 0.02% | No change | 660 | $21K |
| Kozak & Associates, Inc. | 0.00% | Add +0.3% | 647 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 645 | $20K |
| Midwest Capital Advisors, LLC | 0.01% | New | 634 | $20K |
| Paladin Advisory Group, LLC | 0.01% | No change | 630 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -3.6% | 622 | $19K |
| Pflug Koory, LLC | 0.01% | Add +0.5% | 605 | $19K |
| Financial Consulate, Inc. | 0.00% | No change | 597 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 586 | $18K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 555 | $17K |
| Versant Capital Management, Inc | 0.00% | New | 546 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 518 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 516 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 537 | $16K |
| CX Institutional | 0.00% | No change | 500 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 507 | $16K |
| Highland Investment Advisors LLC | 0.01% | — | 502 | $16K |
| Ameriflex Group, Inc. | 0.01% | New | 498 | $15K |
| Sage Mountain Advisors LLC | 0.00% | New | 483 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -21.6% | 461 | $14K |
| Maryland Capital Advisors Inc. | 0.00% | — | 460 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 441 | $14K |
| Trust Co. of Vermont | 0.00% | — | 431 | $13K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 424 | $13K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 382 | $12K |
| First United Bank & Trust | 0.00% | No change | 380 | $12K |
| Anchor Bay Capital, Inc. | 0.01% | — | 354 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 369 | $11K |
| Allied Private Wealth LLC | 0.01% | — | 357 | $11K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 348 | $11K |
| Quent Capital, LLC | 0.00% | New | 333 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 327 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 312 | $10K |
| Triumph Capital Management | 0.00% | Reduce -56.1% | 295 | $9K |
| Main Street Group, LTD | 0.00% | No change | 288 | $9K |
| Wiser Advisor Group LLC | 0.01% | Add +0.3% | 286 | $9K |
| Crews Bank & Trust | 0.00% | New | 286 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 285 | $9K |
| Solstein Capital, LLC | 0.00% | No change | 279 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 250 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 238 | $7K |
| Cheviot Value Management, LLC | 0.00% | New | 222 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 210 | $7K |
| Noble Wealth Management PBC | 0.00% | Reduce -59.2% | 200 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 189 | $6K |
| RHL Group, LLC | 0.00% | New | 189 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 165 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 162 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 149 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 144 | $4K |
| Quaker Wealth Management, LLC | 0.00% | No change | 117 | $4K |
| Rice Partnership, LLC | 0.00% | Reduce -82.0% | 111 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 100 | $3K |
| Avion Wealth | 0.00% | No change | 117 | $3K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 88 | $3K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 88 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 83 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 78 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 73 | $2K |
| Bokf, NA | 0.00% | New | 54 | $2K |
| Prosperity Bancshares Inc | 0.00% | No change | 51 | $2K |
| Basepoint Wealth LLC | 0.00% | Reduce -98.6% | 44 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 42 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 39 | $1K |
| GW&K Investment Management, LLC | 0.00% | New | 24 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 32 | $995 |
| Simplex Trading, LLC | 0.00% | New | 22 | $684 |
| Arvest Investments, Inc. | 0.00% | No change | 15 | $466 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 13 | $404 |
"% 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.