Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2024 (March 31)1,048holders
4famous investors
$49.23avg. 13F price*
At the end of Q1 2024, 1,048 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($3.8B), Bank of America Corp. ($1.1B) and Empower Advisory Group, LLC ($580.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Small-Cap ETF
- CUSIP
- 808524607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $32.9M |
| Exits | 64 | $144.0M |
Ownership 1,048 holders
| Charles Schwab Investment Advisory, Inc. | 5.17% | Add +2.3% | 76,381,367 | $3.8B |
| Bank of America Corp. | 0.10% | Add +117.8% | 21,329,867 | $1.1B |
| Empower Advisory Group, LLC | 2.17% | Reduce -3.8% | 11,786,207 | $580.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -5.5% | 8,609,629 | $423.9M |
| Sei Investments Co. | 0.53% | Reduce -6.6% | 7,373,640 | $363.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.6% | 3,512,301 | $172.9M |
| Financial Engines Advisors L.L.C. | 0.29% | Reduce -1.6% | 2,610,072 | $128.5M |
| Creative Planning | 0.13% | Reduce -3.7% | 2,419,539 | $119.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.8% | 2,210,392 | $108.8M |
| Advisory Alpha, LLC | 4.09% | Reduce -3.6% | 2,022,618 | $99.6M |
| Cerity Partners LLC | 0.25% | Reduce -88.6% | 1,911,857 | $94.1M |
| Osaic Holdings, Inc. | 0.20% | Add +0.4% | 1,776,047 | $87.5M |
| UBS Group AG | 0.03% | Reduce -4.0% | 1,688,398 | $83.1M |
| Mercer Global Advisors Inc. | 0.22% | Reduce -2.5% | 1,456,041 | $76.1M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +3.1% | 1,526,643 | $75.2M |
| Mariner, LLC | 0.14% | Reduce -4.8% | 1,417,348 | $69.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.1% | 1,394,441 | $68.7M |
| HighTower Advisors, LLC | 0.11% | Add +3.9% | 1,374,291 | $67.6M |
| LPL Financial LLC | 0.03% | Add +5.7% | 1,220,574 | $60.1M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 1,193,150 | $58.8M |
| Marcum Wealth, LLC | 5.80% | Reduce -2.2% | 1,161,010 | $57.2M |
| Savant Capital, LLC | 0.65% | Reduce -2.1% | 1,154,820 | $56.9M |
| Rainey & Randall Wealth Advisors Inc. | 9.73% | Add +1.5% | 845,371 | $41.6M |
| Steele Capital Management, Inc. | 2.04% | Reduce -0.8% | 720,160 | $35.5M |
| Klingenstein Fields & Co. LP | 1.45% | Reduce -2.7% | 709,144 | $34.9M |
| Moneta Group Investment Advisors LLC | 0.55% | Add +16.6% | 685,134 | $33.7M |
| Gemmer Asset Management LLC | 3.82% | Reduce -5.5% | 669,044 | $32.9M |
| Prime Capital Investment Advisors, LLC | 0.45% | Add +5.1% | 656,983 | $32.3M |
| RKL Wealth Management LLC | 2.91% | Add +0.1% | 596,218 | $29.4M |
| Legacy Wealth Management, LLC | 2.03% | Reduce -1.1% | 560,586 | $27.6M |
| Corient Private Wealth LP | 0.05% | Reduce -1.5% | 556,449 | $27.4M |
| Mokosak Advisory Group, LLC | 8.49% | Add +2.5% | 522,388 | $25.7M |
| Summit Financial Strategies, Inc. | 3.41% | Add +3.5% | 496,326 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.8% | 496,149 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -1.6% | 494,218 | $24.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 439,021 | $21.6M |
| First International Bank & Trust | 7.27% | Add +174.6% | 427,919 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 426,754 | $21.0M |
| Noble Family Wealth, LLC | 5.67% | Reduce -2.2% | 404,691 | $19.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +35.8% | 404,267 | $19.9M |
| FIDELIS iM, LLC | 9.82% | Add +1.4% | 397,259 | $19.6M |
| Visionary Wealth Advisors | 1.31% | Reduce -24.9% | 394,973 | $19.4M |
| Marshall Financial Group Inc. | 6.38% | Add +1.6% | 393,283 | $19.4M |
| Dynamic Advisor Solutions LLC | 0.65% | Add +5.8% | 389,461 | $19.2M |
| Foundations Investment Advisors, LLC | 0.50% | Add +11.4% | 389,100 | $19.2M |
| Janiczek Wealth Management, LLC | 3.84% | Add +4.2% | 366,380 | $18.0M |
| ForthRight Wealth Management, LLC | 6.47% | Add +1.9% | 365,981 | $18.0M |
| Cetera Investment Advisers | 0.04% | Add +479.7% | 364,808 | $18.0M |
| Captrust Financial Advisors | 0.07% | Reduce -18.7% | 364,395 | $17.9M |
| Strategic Financial Planning, Inc. | 12.95% | Add +4.0% | 351,508 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -9.7% | 339,765 | $16.7M |
| Sage Financial Group Inc. | 1.47% | Add +0.9% | 332,141 | $16.4M |
| Riversedge Advisors, LLC | 3.97% | Reduce -3.0% | 326,886 | $16.1M |
| Burt Wealth Advisors | 4.05% | Add +7.1% | 324,543 | $16.0M |
| Meridian Management Co. | 4.30% | Reduce -1.3% | 319,811 | $15.7M |
| MML Investors Services, LLC | 0.06% | Reduce -2.4% | 315,936 | $15.6M |
| Bangor Savings Bank | 1.58% | Reduce -1.7% | 313,776 | $15.5M |
| CoreCap Advisors, LLC | 0.78% | Add +8.7% | 300,479 | $14.8M |
| TruNorth Capital Management, LLC | 5.08% | — | 299,361 | $14.7M |
| Joule Financial, LLC | 6.04% | Add +13.5% | 297,610 | $14.7M |
| Waterford Advisors, LLC | 6.20% | Add +4.0% | 296,624 | $14.6M |
| Johnson Investment Counsel Inc. | 0.15% | Add +8.9% | 287,577 | $14.2M |
| Charles Schwab Trust Co | 1.31% | Add +16.1% | 282,063 | $13.9M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.0% | 281,729 | $13.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.88% | Add +8.8% | 278,074 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.7% | 277,237 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.5% | 272,192 | $13.4M |
| Curi Capital, LLC | 0.31% | Add +4415.1% | 271,131 | $13.4M |
| Ascension Capital Advisors, Inc. | 7.26% | Add +1.4% | 265,321 | $13.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.5% | 264,151 | $13.0M |
| New York Life Investment Management LLC | 0.13% | Add +4.0% | 263,041 | $13.0M |
| First National Corp. /Ma/ | 3.15% | Reduce -0.5% | 271,425 | $12.8M |
| Clearwater Capital Advisors, LLC | 1.37% | Add +1.6% | 260,146 | $12.8M |
| Old National Bancorp | 0.30% | Add +14.5% | 258,618 | $12.7M |
| Moneywise, Inc. | 6.84% | Reduce -18.3% | 255,630 | $12.6M |
| Buckingham Strategic Wealth, LLC | 0.13% | Reduce -0.6% | 249,094 | $12.3M |
| Buckingham Capital Management, Inc. | 1.50% | Add +1.6% | 248,374 | $12.2M |
| Hoylecohen, LLC | 0.93% | Add +17.2% | 247,921 | $12.2M |
| Jones Financial Companies LLLP | 0.02% | Add +27.8% | 240,801 | $11.9M |
| HHM Wealth Advisors, LLC | 1.90% | Reduce -1.2% | 234,724 | $11.6M |
| Main Street Financial Solutions, LLC | 1.23% | Add +1.3% | 233,580 | $11.5M |
| Berger Financial Group, Inc | 0.93% | Add +10.8% | 229,889 | $11.3M |
| US Bancorp \de | 0.02% | Reduce -4.4% | 229,687 | $11.3M |
| Kohmann Bosshard Financial Services, LLC | 1.57% | Add +38.0% | 228,581 | $11.3M |
| North Star Asset Management Inc. | 0.53% | Add +0.8% | 227,761 | $11.2M |
| Tradition Wealth Management, LLC | 1.11% | Reduce -0.3% | 223,457 | $11.0M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -30.9% | 222,210 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -4.0% | 220,028 | $10.8M |
| St. Johns Investment Management Company, LLC | 5.18% | Add +4.7% | 219,447 | $10.8M |
| Tiller Private Wealth, Inc. | 4.81% | Add +4.3% | 218,926 | $10.8M |
| Appleton Partners Inc. | 0.83% | Add +3.7% | 216,811 | $10.7M |
| Northwest Investment Counselors, LLC | 2.59% | Reduce -0.5% | 216,098 | $10.6M |
| Alliance Wealth Management Group | 3.09% | Reduce -4.9% | 213,716 | $10.5M |
| Towercrest Capital Management | 1.78% | Reduce -4.9% | 213,716 | $10.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.16% | Add +1.1% | 209,640 | $10.3M |
| Souders Financial Advisors | 1.63% | Add +3.0% | 209,225 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +96.5% | 208,594 | $10.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -1.8% | 204,636 | $10.1M |
| Focus Financial Network, Inc. | 0.47% | — | 214,054 | $9.7M |
| Essex LLC | 2.20% | Add +4.0% | 194,250 | $9.6M |
| American Financial Advisors, LLC | 1.31% | Add +2.3% | 189,220 | $9.3M |
| Matrix Trust Co | 2.09% | Reduce -2.4% | 187,697 | $9.2M |
| Truist Financial Corp. | 0.01% | Reduce -2.0% | 186,204 | $9.2M |
| Curbstone Financial Management Corp | 1.95% | Add +0.5% | 183,642 | $9.0M |
| Chicago Partners Investment Group LLC | 0.38% | Add +9.1% | 191,247 | $8.9M |
| Capital Investment Counsel, LLC | 1.88% | Add +71.3% | 178,168 | $8.8M |
| Lutz Financial Services LLC | 0.76% | Reduce -0.3% | 176,126 | $8.7M |
| Denver PWM, LLC | 3.32% | Add +1.2% | 180,028 | $8.6M |
| Bouchey Financial Group, Ltd. | 0.84% | Reduce -2.0% | 172,935 | $8.5M |
| Salem Investment Counselors Inc. | 0.28% | Add +2.0% | 170,352 | $8.4M |
| Patriot Investment Management Group, Inc. | 0.65% | Add +2.9% | 167,288 | $8.2M |
| Courage Miller Partners, LLC | 2.82% | Add +2.6% | 165,823 | $8.2M |
| Strategic Family Wealth Counselors, L.L.C. | 3.22% | Add +7.8% | 165,387 | $8.1M |
| Sightline Wealth Advisors, LLC | 5.36% | Add +4.5% | 165,196 | $8.1M |
| Financial Counselors Inc. | 0.13% | Reduce -1.2% | 161,377 | $7.9M |
| Athena Investment Management | 4.74% | Add +0.4% | 160,252 | $7.9M |
| Whittier Trust Co. of Nevada Inc. | 0.22% | Reduce -1.4% | 157,809 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +4.9% | 155,180 | $7.6M |
| Whittier Trust Co. | 0.11% | Reduce -7.5% | 155,123 | $7.6M |
| St. Louis Trust Co | 1.19% | Reduce -2.2% | 154,991 | $7.6M |
| Anfield Capital Management, LLC | 3.65% | Add +107.8% | 153,668 | $7.6M |
| Missouri Trust & Investment Co | 2.87% | Reduce -2.0% | 151,244 | $7.4M |
| Morris Financial Concepts, Inc. | 3.81% | Reduce -8.9% | 151,190 | $7.4M |
| Dravo Bay LLC | 4.43% | Add +6.7% | 151,140 | $7.4M |
| VCI Wealth Management LLC | 4.95% | Reduce -16.8% | 148,685 | $7.3M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -4.4% | 145,782 | $7.2M |
| Retirement Guys Formula LLC | 3.49% | Add +4.2% | 145,262 | $7.2M |
| Bleakley Financial Group, LLC | 0.21% | Add +2.7% | 145,040 | $7.1M |
| Simplicity Wealth,LLC | 0.17% | New | 144,908 | $7.1M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.9% | 144,688 | $7.1M |
| Veery Capital, LLC | 2.92% | Add +5.5% | 144,521 | $7.1M |
| CW Advisors, LLC | 0.12% | Add +0.6% | 143,323 | $7.1M |
| Mather Group, Llc. | 0.11% | Reduce -0.1% | 149,384 | $7.1M |
| Asset Dedication, LLC | 0.53% | Reduce -2.2% | 143,235 | $7.1M |
| Sunbelt Securities, Inc. | 0.78% | Add +10.8% | 142,404 | $7.0M |
| Asset Management Group, Inc. | 1.06% | Add +0.2% | 142,163 | $7.0M |
| Valley Forge Investment Consultants Inc. Adv | 2.70% | Add +2.6% | 140,455 | $6.9M |
| Garde Capital, Inc. | 0.48% | Reduce -4.5% | 140,212 | $6.9M |
| Hart & Patterson Financial Group LLC | 3.40% | Reduce -3.1% | 139,448 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.9% | 136,020 | $6.7M |
| Pacific Sage Partners, LLC | 1.70% | Add +0.2% | 133,419 | $6.6M |
| Bell Investment Advisors, Inc | 1.28% | Reduce -4.0% | 132,517 | $6.5M |
| Black Diamond Financial, LLC | 1.76% | No change | 137,773 | $6.5M |
| Integrated Advisors Network LLC | 0.33% | Add +2.8% | 130,900 | $6.4M |
| Marquette Asset Management, LLC | 1.11% | Reduce -0.3% | 129,715 | $6.4M |
| LVW Advisors, LLC | 1.06% | Add +10.2% | 127,002 | $6.3M |
| Valmark Advisers, Inc. | 0.11% | Add +1.0% | 126,614 | $6.2M |
| Seneca Financial Advisors LLC | 3.27% | Add +27.9% | 124,424 | $6.1M |
| IFS Advisors, LLC | 5.34% | Reduce -0.8% | 124,121 | $6.1M |
| Advisors Capital Management, LLC | 0.11% | Add +35.1% | 123,908 | $6.1M |
| Friedenthal Financial | 3.64% | Reduce -2.9% | 120,218 | $5.9M |
| Horizon Financial Services, LLC | 3.76% | Reduce -14.6% | 119,085 | $5.9M |
| Townsquare Capital LLC | 0.09% | Add +26.5% | 118,765 | $5.8M |
| Wealthspire Retirement, LLC | 0.50% | Reduce -4.2% | 118,657 | $5.8M |
| Consilium Wealth Advisory, LLC | 3.26% | Reduce -28.1% | 117,537 | $5.8M |
| Orgel Wealth Management, LLC | 0.16% | Reduce -15.5% | 117,101 | $5.8M |
| Sculati Wealth Management, LLC | 2.49% | Reduce -0.8% | 116,663 | $5.7M |
| BCS Wealth Management | 1.82% | Reduce -0.7% | 114,924 | $5.7M |
| Gill Capital Partners, LLC | 2.28% | Add +1.9% | 122,322 | $5.6M |
| Asset Advisors Investment Management, LLC | 0.63% | Reduce -12.9% | 113,467 | $5.6M |
| Planned Solutions, Inc. | 2.71% | Add +1.0% | 111,988 | $5.5M |
| Texas Yale Capital Corp. | 0.24% | Add +3.1% | 110,381 | $5.4M |
| Dodds Wealth, LLC | 2.20% | Add +20.5% | 110,086 | $5.4M |
| ProVise Management Group, LLC | 0.47% | Reduce -13.2% | 109,961 | $5.4M |
| Cambridge Financial Group, LLC | 2.57% | Add +1.4% | 109,731 | $5.4M |
| MAI Capital Management | 0.06% | Add +15.1% | 109,704 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.62% | Add +0.8% | 109,202 | $5.4M |
| Kavar Capital Partners Group, LLC | 0.99% | Reduce -49.6% | 109,105 | $5.4M |
| Prosperity Consulting Group, LLC | 0.67% | Reduce -10.5% | 108,772 | $5.4M |
| Arbor Trust Wealth Advisors, LLC | 2.93% | Add +5.5% | 112,684 | $5.3M |
| Councilor Wealth, LLC | 2.64% | Add +11.2% | 107,260 | $5.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.2% | 106,994 | $5.3M |
| Geneos Wealth Management Inc. | 0.24% | Add +2150.9% | 106,219 | $5.2M |
| Koshinski Asset Management, Inc. | 0.53% | Add +23.4% | 105,689 | $5.2M |
| Chilton Capital Management LLC | 0.24% | Add +25.0% | 103,385 | $5.1M |
| Brand Asset Management Group, Inc. | 2.19% | Add +2.1% | 103,255 | $5.1M |
| Fort Point Capital Partners LLC | 0.69% | Add +18.4% | 103,025 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.4% | 100,195 | $4.9M |
| Provident Wealth Management, LLC | 1.84% | Add +0.7% | 99,877 | $4.9M |
| Carolina Wealth Advisors, LLC | 2.63% | Add +1.5% | 98,558 | $4.9M |
| Fortis Capital Management LLC | 1.25% | Add +3.8% | 97,070 | $4.8M |
| Cornerstone Wealth Group, LLC | 0.44% | New | 96,566 | $4.8M |
| Blue Bell Private Wealth Management, LLC | 1.02% | Reduce -8.5% | 96,252 | $4.7M |
| Compass Financial Group, INC | 1.09% | Add +22.4% | 95,593 | $4.7M |
| Gordian Advisors LLC | 4.32% | Reduce -7.7% | 95,337 | $4.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.12% | Reduce -2.0% | 93,393 | $4.6M |
| Evergreen Capital Management LLC | 0.17% | Reduce -2.7% | 92,983 | $4.6M |
| Pittenger & Anderson Inc. | 0.19% | Add +1.1% | 92,977 | $4.6M |
| Tortoise Investment Management, LLC | 0.55% | Add +12.2% | 92,305 | $4.5M |
| Cedrus LLC | 2.48% | Reduce -19.7% | 92,088 | $4.5M |
| Apollon Wealth Management, LLC | 0.14% | Add +0.0% | 90,918 | $4.5M |
| Raymond James & Associates | 0.00% | Add +16.8% | 90,012 | $4.4M |
| WBH Advisory Inc. | 0.45% | Reduce -3.6% | 89,781 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.17% | Reduce -1.0% | 88,723 | $4.4M |
| Cwm, LLC | 0.02% | Add +0.5% | 88,437 | $4.4M |
| Fifth Third Securities, Inc. | 0.42% | Add +2.0% | 88,369 | $4.4M |
| Juncture Wealth Strategies, LLC | 1.86% | Add +1.9% | 87,727 | $4.3M |
| Ballast Advisors LLC | 1.45% | Add +7.3% | 87,465 | $4.3M |
| Copperwynd Financial, LLC | 1.55% | Add +8.1% | 87,404 | $4.3M |
| Brown Wealth Management, LLC | 1.77% | Reduce -0.2% | 87,012 | $4.3M |
| Nikulski Financial, Inc. | 1.41% | Add +0.5% | 86,524 | $4.3M |
| PrairieView Partners, LLC | 0.48% | Reduce -2.8% | 84,576 | $4.2M |
| Davis Capital Management | 3.64% | Add +1.4% | 83,632 | $4.1M |
| IFP Advisors, Inc | 0.18% | Reduce -9.7% | 82,813 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.37% | Reduce -2.3% | 85,267 | $4.0M |
| Game Plan Financial Advisors, LLC | 2.33% | Add +16.1% | 82,019 | $4.0M |
| Upper Left Wealth Management, LLC | 3.74% | Reduce -5.8% | 81,893 | $4.0M |
| Mission Wealth Management, LP | 0.11% | Add +6.8% | 81,444 | $4.0M |
| Chesapeake Wealth Management | 1.45% | Reduce -1.8% | 80,505 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.46% | Reduce -26.9% | 79,894 | $3.9M |
| Valley National Advisers Inc. | 0.59% | Add +11.9% | 79,902 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -22.4% | 79,826 | $3.9M |
| FMR LLC | 0.00% | Add +24.7% | 79,555 | $3.9M |
| Powers Advisory Group, LLC | 2.22% | Add +3.7% | 79,014 | $3.9M |
| Exchange Capital Management, Inc. | 0.63% | Reduce -16.4% | 78,643 | $3.9M |
| Diligent Investors, LLC | 0.97% | Reduce -2.7% | 78,411 | $3.9M |
| Cahill Financial Advisors Inc. | 0.53% | Add +2.5% | 78,183 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +45.6% | 78,164 | $3.8M |
| Embree Financial Group | 0.75% | Add +0.3% | 77,995 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +20.5% | 77,129 | $3.8M |
| Cutler Investment Counsel LLC | 0.51% | Add +14.4% | 76,475 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.0% | 74,663 | $3.7M |
| Lido Advisors, LLC | 0.03% | Add +1076.6% | 74,420 | $3.7M |
| Lodestar Private Asset Management LLC | 0.52% | Add +3.5% | 73,853 | $3.6M |
| Private Advisor Group, LLC | 0.03% | Add +4.6% | 73,690 | $3.6M |
| Safeguard Financial, LLC | 1.16% | Reduce -2.7% | 72,218 | $3.6M |
| Compound Planning, Inc. | 0.33% | Add +189.3% | 71,522 | $3.5M |
| Cornerstone Advisors Asset Management, LLC | 1.23% | Reduce -3.8% | 71,281 | $3.5M |
| NBT Bank, N.A. | 0.26% | Reduce -4.0% | 71,188 | $3.5M |
| Community Bank, N.A. | 0.46% | Reduce -1.6% | 71,127 | $3.5M |
| FF Advisors,LLC | 2.42% | Add +3.5% | 70,976 | $3.5M |
| Leavell Investment Management, Inc. | 0.20% | Reduce -0.1% | 70,450 | $3.5M |
| Destination Wealth Management | 0.11% | Reduce -33.2% | 69,917 | $3.4M |
| DHJJ Financial Advisors, Ltd. | 1.51% | Reduce -3.1% | 69,351 | $3.4M |
| Koesten, Hirschmann & Crabtree, INC. | 2.18% | Add +2.5% | 68,939 | $3.4M |
| Strategic Financial Concepts, LLC | 0.81% | Add +84.8% | 68,147 | $3.4M |
| Capital Insight Partners, LLC | 0.63% | Add +5.2% | 67,993 | $3.3M |
| Comerica Bank | 0.01% | Add +9.8% | 67,680 | $3.3M |
| Leisure Capital Management | 1.65% | Add +6.7% | 66,981 | $3.3M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -2.0% | 66,964 | $3.3M |
| Sunburst Financial Group, LLC | 0.93% | Reduce -3.2% | 67,560 | $3.3M |
| Creegan & Nassoura Financial Group, LLC | 2.19% | No change | 66,644 | $3.3M |
| Wealth Architects, LLC | 0.43% | Reduce 0.0% | 66,612 | $3.3M |
| Outfitters Financial LLC | 2.69% | Add +2.6% | 66,588 | $3.3M |
| Adams Wealth Management | 0.80% | Add +1.9% | 66,389 | $3.3M |
| Stevens Capital Partners | 1.92% | Add +27.6% | 65,397 | $3.2M |
| Carmichael Hill & Associates, Inc. | 1.32% | Reduce -0.3% | 64,981 | $3.2M |
| Anchor Investment Management, LLC | 0.33% | Add +1.6% | 64,804 | $3.2M |
| JPL Wealth Management, LLC | 1.75% | Add +22.1% | 64,511 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 2.00% | Reduce -33.1% | 63,415 | $3.1M |
| Harbor Group, Inc. | 0.81% | Reduce -0.7% | 62,601 | $3.1M |
| IHT Wealth Management, LLC | 0.12% | Add +40.9% | 62,214 | $3.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -59.5% | 61,792 | $3.0M |
| Sensible Money, LLC | 1.63% | Reduce -3.3% | 61,720 | $3.0M |
| Waverly Advisors, LLC | 0.07% | New | 61,623 | $3.0M |
| Bensler, LLC | 0.44% | Reduce -17.5% | 61,589 | $3.0M |
| Petra Financial Advisors Inc. | 2.21% | Reduce -1.2% | 61,525 | $3.0M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.7% | 61,042 | $3.0M |
| Debussy Capital Management LP | 0.87% | Add +7.2% | 62,148 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Add +0.6% | 60,434 | $3.0M |
| Broadleaf Partners, LLC | 0.75% | Add +4.3% | 59,489 | $2.9M |
| Focus Partners Wealth | 0.02% | Add +199.1% | 59,009 | $2.9M |
| Vision Capital Management, Inc. | 0.43% | Reduce -0.1% | 58,985 | $2.9M |
| Smithbridge Asset Management Inc. | 0.59% | Add +0.5% | 58,153 | $2.9M |
| Element Wealth, LLC | 1.67% | Reduce -0.3% | 58,104 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +127.9% | 57,693 | $2.8M |
| Meeder Advisory Services, Inc. | 0.29% | Add +2.0% | 57,225 | $2.8M |
| Gleason Group, Inc. | 0.59% | Add +3.5% | 56,905 | $2.8M |
| Arcataur Capital Management LLC | 0.99% | Reduce -0.8% | 55,963 | $2.8M |
| Larson Financial Group LLC | 0.21% | Reduce -11.3% | 55,881 | $2.8M |
| Providence First Trust Co | 1.18% | No change | 55,341 | $2.7M |
| Cedar Wealth Management, LLC | 0.89% | Add +6.5% | 55,096 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.5% | 55,071 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +22.3% | 55,028 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +2.1% | 54,934 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -4.6% | 54,795 | $2.7M |
| EWG Elevate Inc. | 1.03% | Reduce -10.0% | 54,768 | $2.7M |
| Family Firm, Inc. | 0.65% | Reduce -4.4% | 54,512 | $2.7M |
| HBK Sorce Advisory LLC | 0.09% | Add +6.2% | 54,433 | $2.7M |
| Garrison Asset Management, LLC | 1.40% | Reduce -3.1% | 54,029 | $2.7M |
| Phillips Financial Management, LLC | 0.22% | Add +2.6% | 53,971 | $2.7M |
| Guerra Pan Advisors, LLC | 2.46% | Add +248.0% | 53,940 | $2.7M |
| MADDEN SECURITIES Corp | 1.22% | Reduce -30.4% | 53,816 | $2.6M |
| Campbell Wealth Management | 0.26% | Add +57.9% | 53,272 | $2.6M |
| James J. Burns & Company, LLC | 0.91% | Reduce -38.8% | 54,518 | $2.6M |
| Next Capital Management LLC | 1.05% | Reduce -0.2% | 52,696 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.16% | Reduce -1.0% | 52,500 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.31% | Reduce -0.8% | 51,965 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.47% | Add +0.5% | 51,639 | $2.5M |
| WealthShield Partners, LLC | 0.41% | Add +4.2% | 51,573 | $2.5M |
| Foster Group, Inc. | 0.13% | Add +32.1% | 51,476 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.2% | 51,346 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.35% | Add +0.6% | 51,173 | $2.5M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -6.8% | 51,168 | $2.5M |
| Everhart Financial Group, Inc. | 0.72% | Reduce -1.3% | 50,443 | $2.5M |
| Revolve Wealth Partners, LLC | 0.42% | Reduce -0.5% | 50,429 | $2.5M |
| McAdam, LLC | 0.16% | Reduce -5.1% | 50,196 | $2.5M |
| Cedar Brook Financial Partners, LLC | 0.49% | Add +3.1% | 50,125 | $2.5M |
| Investors Research Corp | 0.57% | Reduce -1.6% | 49,327 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -4.0% | 48,952 | $2.4M |
| Eagle Harbor Asset Management Inc. | 2.56% | Reduce -2.6% | 48,824 | $2.4M |
| Triangle Securities Wealth Management | 0.68% | Add +2.0% | 48,688 | $2.4M |
| Von Berge Wealth Management Group, LLC | 1.54% | Add +22.5% | 48,517 | $2.4M |
| Citizens Financial Group Inc. | 0.08% | Reduce -13.5% | 48,511 | $2.4M |
| HC Advisors, LLC | 1.13% | Add +2.5% | 47,940 | $2.4M |
| AdvisorNet Financial, Inc | 0.23% | Add +0.6% | 47,878 | $2.4M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -9.6% | 47,846 | $2.4M |
| Dakota Wealth Management | 0.06% | Add +6.0% | 47,526 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 46,840 | $2.3M |
| Berkshire Asset Management LLC | 0.12% | Add +3.1% | 46,720 | $2.3M |
| Sage Financial Management Group, Inc. | 1.07% | Add +7.3% | 45,747 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -7.4% | 45,330 | $2.2M |
| Centerpoint Advisors, LLC | 0.83% | No change | 45,000 | $2.2M |
| Lee Financial Co | 0.37% | Add +0.1% | 44,750 | $2.2M |
| Boltwood Capital Management | 0.68% | Add +5.6% | 44,373 | $2.2M |
| Liberty Capital Management, Inc. | 0.53% | Add +13.6% | 43,898 | $2.2M |
| Moller Wealth Partners | 0.58% | Reduce -6.5% | 43,449 | $2.1M |
| Independent Solutions Wealth Management, LLC | 0.50% | Add +12.6% | 42,447 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.32% | Reduce -3.4% | 42,345 | $2.1M |
| Northeast Financial Group, Inc. | 0.92% | Reduce -53.3% | 42,314 | $2.1M |
| Tradewinds Capital Management, LLC | 0.56% | Add +6.2% | 41,518 | $2.0M |
| JFS Wealth Advisors, LLC | 0.16% | Reduce -0.3% | 41,508 | $2.0M |
| C M Bidwell & Associates Ltd. | 1.38% | Reduce -2.7% | 41,276 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | Reduce -5.2% | 41,031 | $2.0M |
| SageView Advisory Group, LLC | 0.10% | Add +399.4% | 32,930 | $2.0M |
| Transform Wealth, LLC | 0.19% | Add +9.5% | 40,751 | $2.0M |
| Bogart Wealth, LLC | 0.10% | Reduce -3.6% | 40,729 | $2.0M |
| Values Added Financial LLC | 1.54% | Add +5.8% | 40,224 | $2.0M |
| Bailard, Inc. | 0.05% | Reduce -0.9% | 39,888 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +1.4% | 39,883 | $2.0M |
| Clayton Financial Group LLC | 0.89% | Add +3.5% | 39,809 | $2.0M |
| American Investment Services, Inc. | 0.34% | Reduce -7.9% | 39,366 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.3% | 39,227 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.3% | 39,227 | $1.9M |
| SWS Partners | 0.57% | Add +25.6% | 38,944 | $1.9M |
| Breed's Hill Capital LLC | 1.75% | No change | 38,628 | $1.9M |
| Wealth Group Ltd | 0.58% | No change | 41,621 | $1.9M |
| Callan Capital, LLC | 0.17% | Add +0.0% | 38,359 | $1.9M |
| Hanseatic Management Services Inc. | 2.85% | Reduce -4.9% | 38,180 | $1.9M |
| Whelan Financial | 0.85% | Reduce -2.3% | 37,986 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -37.8% | 37,380 | $1.8M |
| Grey Street Capital, LLC | 0.25% | New | 37,320 | $1.8M |
| Compass Advisory Group LLC | 0.81% | Reduce -2.5% | 37,298 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +149.5% | 37,196 | $1.8M |
| Krilogy Financial LLC | 0.14% | Reduce -2.5% | 36,568 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -10.4% | 36,525 | $1.8M |
| Aspen Investment Management Inc | 0.91% | Add +1.0% | 36,474 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -9.3% | 42,858 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +12.0% | 35,610 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -0.2% | 35,143 | $1.7M |
| Duncker Streett & Co. Inc. | 0.34% | Add +0.0% | 34,792 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.61% | Add +14.2% | 34,745 | $1.7M |
| Oakwell Private Wealth Management, LLC | 0.52% | Reduce -0.5% | 34,566 | $1.7M |
| CRA Financial Services, LLC | 0.36% | Reduce -0.4% | 34,129 | $1.7M |
| Paulson Wealth Management Inc. | 0.49% | Reduce -5.0% | 34,009 | $1.7M |
| Abound Wealth Management | 0.63% | Add +2.9% | 33,621 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.58% | Reduce -3.6% | 33,141 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.40% | Add +1.5% | 32,718 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 32,644 | $1.6M |
| Cooper/Haims Advisors, LLC | 0.93% | Reduce -2.4% | 32,609 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.7% | 32,577 | $1.6M |
| Firestone Capital Management | 0.45% | Add +7.6% | 32,519 | $1.6M |
| Barden Capital Management, Inc. | 1.55% | Reduce -54.6% | 32,505 | $1.6M |
| Betterment LLC | 0.00% | Add +406.3% | 32,465 | $1.6M |
| Spinnaker Investment Group, LLC | 0.45% | Reduce -0.5% | 32,431 | $1.6M |
| Cape Investment Advisory, Inc. | 0.74% | Reduce -2.1% | 32,273 | $1.6M |
| Mainstay Capital Management LLC | 0.30% | Reduce -1.0% | 32,178 | $1.6M |
| Arcadia Investment Advisors LLC | 0.90% | Reduce -4.1% | 32,177 | $1.6M |
| LTG Capital LLC | 1.35% | Reduce -1.3% | 32,056 | $1.6M |
| West Paces Advisors Inc. | 0.41% | Add +0.6% | 31,779 | $1.6M |
| Aspen Grove Capital, LLC | 0.44% | Reduce -1.5% | 31,611 | $1.6M |
| Financial Advisors, LLC | 0.32% | Reduce -4.3% | 31,172 | $1.5M |
| Fonville Wealth Management LLC | 0.68% | Add +0.0% | 31,135 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.25% | Reduce -73.6% | 31,134 | $1.5M |
| Global Retirement Partners, LLC | 0.06% | Reduce -10.0% | 30,163 | $1.5M |
| Brighton Jones LLC | 0.05% | Reduce -0.1% | 29,582 | $1.5M |
| Milestone Investment Advisors LLC | 0.39% | Reduce -0.2% | 29,500 | $1.5M |
| Greenhouse Wealth Management, LLC | 1.08% | Add +0.1% | 29,361 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.61% | Add +230.9% | 28,862 | $1.4M |
| Avior Wealth Management, LLC | 0.07% | Add +1.4% | 28,799 | $1.4M |
| BCK Partners, Inc. | 0.75% | Reduce -6.2% | 28,550 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.0% | 28,481 | $1.4M |
| Guardian Financial Partners, LLC | 0.95% | Add +3.5% | 28,219 | $1.4M |
| Sage Investment Advisers LLC | 1.59% | Add +21.0% | 28,178 | $1.4M |
| Joseph Group Capital Management | 0.69% | Reduce -6.0% | 28,060 | $1.4M |
| Ironwood Wealth Management, LLC. | 0.45% | Reduce -2.8% | 28,029 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.27% | Add +6.3% | 28,004 | $1.4M |
| Omega Financial Group, LLC | 0.56% | Reduce -3.7% | 27,916 | $1.4M |
| ARK & TLK Investments, LLC | 0.53% | No change | 27,590 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +1.4% | 27,522 | $1.4M |
| Crescent Sterling, Ltd. | 1.24% | Add +3.2% | 27,522 | $1.4M |
| Cambridge Advisors Inc. | 0.32% | Add +0.5% | 27,420 | $1.4M |
| Capital Analysts, LLC | 0.06% | Reduce -4.2% | 27,221 | $1.3M |
| Armor Investment Advisors, LLC | 0.64% | Reduce -2.1% | 27,191 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -14.9% | 27,177 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.78% | Reduce -15.8% | 27,120 | $1.3M |
| Collective Family Office LLC | 0.43% | Reduce -2.5% | 27,097 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.31% | Reduce -20.6% | 27,095 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.2% | 27,060 | $1.3M |
| Wisconsin Capital Management LLC | 0.70% | No change | 27,000 | $1.3M |
| Allen Capital Group, LLC | 0.19% | Add +9.8% | 26,887 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +13.5% | 26,867 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.56% | Reduce -7.5% | 26,863 | $1.3M |
| Quadrant Capital Group LLC | 0.10% | Reduce -12.6% | 26,837 | $1.3M |
| Spire Wealth Management | 0.02% | Add +6.2% | 26,803 | $1.3M |
| Savvy Advisors, Inc. | 0.76% | Add +20.0% | 26,790 | $1.3M |
| Passive Capital Management, LLC. | 0.51% | Add +2.2% | 26,680 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -4.1% | 26,435 | $1.3M |
| Parallel Advisors, LLC | 0.04% | Add +0.3% | 26,375 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.22% | Reduce -1.1% | 26,350 | $1.3M |
| Family Investment Center, Inc. | 0.41% | Reduce -39.7% | 25,932 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +1.7% | 25,839 | $1.3M |
| Opus Capital Group, LLC | 0.19% | Reduce -0.1% | 25,833 | $1.3M |
| Sharkey, Howes & Javer | 0.21% | Add +18.1% | 25,830 | $1.3M |
| Great Waters Wealth Management | 0.21% | Reduce -1.7% | 25,779 | $1.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +18.6% | 25,849 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +308.2% | 25,599 | $1.3M |
| Panoramic Investment Advisors, LLC | 0.93% | Add +1.9% | 25,577 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Reduce -25.4% | 25,491 | $1.3M |
| Naples Global Advisors, LLC | 0.13% | Reduce -0.3% | 25,407 | $1.3M |
| Pillar Wealth Advisors, LLC | 0.94% | Reduce -8.9% | 25,341 | $1.2M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -2.3% | 25,186 | $1.2M |
| Econ Financial Services Corp | 0.77% | Reduce -24.5% | 25,102 | $1.2M |
| Private Capital Management LLC | 0.27% | Reduce -0.3% | 25,060 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +4.8% | 24,963 | $1.2M |
| Columbia Advisory Partners LLC | 1.24% | Add +37.1% | 24,791 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Reduce -76.0% | 24,272 | $1.2M |
| PFG Advisors | 0.09% | Add +9.1% | 24,208 | $1.2M |
| Prosperity Wealth Management, Inc. | 0.56% | Reduce -39.6% | 23,958 | $1.2M |
| Mengis Capital Management, Inc. | 0.18% | Add +3.5% | 23,903 | $1.2M |
| Hengehold Capital Management LLC | 0.13% | Reduce -1.7% | 23,872 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.68% | Reduce -0.8% | 23,753 | $1.2M |
| Laraway Financial Advisors Inc | 1.03% | Add +4.9% | 23,637 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | Reduce -7.0% | 23,520 | $1.2M |
| Warwick Investment Management, Inc. | 0.28% | Add +2.8% | 23,338 | $1.1M |
| Summit Asset Management, LLC | 0.14% | Reduce -15.8% | 23,307 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -2.5% | 22,854 | $1.1M |
| Nicollet Investment Management, Inc. | 0.41% | Reduce -17.6% | 22,751 | $1.1M |
| Oldfather Financial Services, LLC | 0.46% | Reduce -1.9% | 22,650 | $1.1M |
| Gradient Capital Advisors, LLC | 0.41% | Reduce -1.7% | 22,501 | $1.1M |
| Hilltop Partners LLC | 0.40% | Reduce -8.0% | 22,468 | $1.1M |
| Advisor OS, LLC | 0.13% | Add +2.8% | 22,143 | $1.1M |
| Wilson & Boucher Capital Management, LLC | 0.86% | Add +7.4% | 22,126 | $1.1M |
| Blossom Wealth Management | 2.62% | Add +4.0% | 22,071 | $1.1M |
| Almanack Investment Partners, LLC. | 0.18% | Reduce -89.5% | 21,941 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Add +78.0% | 21,931 | $1.1M |
| OneAscent Financial Services LLC | 0.12% | Reduce -9.1% | 21,909 | $1.1M |
| Nwam LLC | 0.09% | Reduce -4.9% | 22,309 | $1.1M |
| MilWealth Group LLC | 0.34% | No change | 21,763 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +186.5% | 21,696 | $1.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.64% | Reduce -10.9% | 21,566 | $1.1M |
| Ironwood Financial, llc | 0.24% | Reduce -0.5% | 21,531 | $1.1M |
| Vise Technologies, Inc. | 0.21% | Add +3.4% | 21,372 | $1.1M |
| Oarsman Capital, Inc. | 0.25% | Reduce -12.8% | 21,342 | $1.1M |
| Wiser Advisor Group LLC | 1.63% | Reduce -0.7% | 21,166 | $1.0M |
| Red Tortoise LLC | 0.58% | Reduce -0.2% | 21,076 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.87% | Reduce -0.9% | 20,580 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | New | 20,522 | $1.0M |
| Kiley Juergens Wealth Management, LLC | 0.31% | Reduce -1.2% | 20,417 | $1.0M |
| Eley Financial Management, Inc | 0.43% | Reduce -1.5% | 20,414 | $1.0M |
| Wooster Corthell Wealth Management, Inc. | 0.23% | Reduce -2.4% | 20,371 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +9.8% | 20,358 | $1.0M |
| Berkeley, Inc | 0.61% | Reduce -11.8% | 20,331 | $1.0M |
| Rede Wealth, LLC | 0.42% | Add +25.7% | 20,227 | $996K |
| Ifrah Financial Services, Inc. | 0.27% | Add +5.2% | 19,665 | $968K |
| Clearstead Advisors, LLC | 0.05% | Add +49.1% | 20,094 | $966K |
| Cooper Financial Group | 0.16% | Add +4.8% | 19,483 | $959K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -7.6% | 19,477 | $959K |
| Mendel Capital Management LLC | 0.63% | Add +6.0% | 19,432 | $957K |
| Roundview Capital LLC | 0.08% | Reduce -3.4% | 19,349 | $953K |
| GHP Investment Advisors, Inc. | 0.05% | Add +4.9% | 19,226 | $947K |
| Claro Advisors Inc. | 0.16% | Add +5.5% | 19,196 | $945K |
| Virtue Capital Management, LLC | 0.17% | New | 20,148 | $945K |
| Elevation Wealth Partners, LLC | 0.47% | Reduce -8.4% | 19,078 | $939K |
| Cozad Asset Management Inc. | 0.10% | Reduce -5.0% | 19,004 | $936K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -2.4% | 18,900 | $931K |
| MBL Wealth, LLC | 0.11% | No change | 18,875 | $929K |
| Kades & Cheifetz LLC | 0.59% | Add +6.2% | 18,712 | $921K |
| Renaissance Technologies | 0.00% | New | 18,700 | $921K |
| Coastwise Capital Group, LLC | 0.86% | Reduce -5.0% | 18,597 | $916K |
| Donaldson Capital Management, LLC | 0.04% | Add +10.6% | 18,526 | $912K |
| Plancorp, LLC | 0.04% | Reduce -0.6% | 18,440 | $908K |
| Clear Point Advisors Inc. | 0.74% | Reduce -2.1% | 18,355 | $904K |
| FinDec Wealth Services, Inc. | 0.57% | Reduce -0.1% | 18,355 | $904K |
| Harbour Investments, Inc. | 0.03% | Reduce -1.9% | 18,349 | $904K |
| Litman Gregory Wealth Management LLC | 0.08% | Add +11.8% | 18,319 | $902K |
| CVA Family Office, LLC | 0.16% | Reduce -5.8% | 18,165 | $894K |
| Bristlecone Advisors, LLC | 0.08% | Reduce -1.3% | 18,137 | $893K |
| Sigma Investment Counselors Inc. | 0.06% | Add +3.2% | 18,127 | $893K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.2% | 18,040 | $888K |
| Voisard Asset Management Group, Inc. | 0.50% | Reduce -0.2% | 18,034 | $888K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -1.1% | 17,939 | $883K |
| Principal Financial Group Inc. | 0.00% | Add +32.1% | 17,922 | $882K |
| Regal Investment Advisors LLC | 0.06% | Add +47.0% | 17,475 | $860K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.2% | 17,397 | $857K |
| Paradigm, Strategies in Wealth Management, LLC | 0.53% | Add +0.1% | 17,309 | $852K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 17,296 | $852K |
| Roberts Wealth Advisors, LLC | 0.32% | Reduce -10.0% | 18,518 | $851K |
| DDD Partners, LLC | 0.10% | Add +8.5% | 17,111 | $843K |
| Holderness Investments Co. | 0.21% | Add +72.0% | 17,103 | $842K |
| Roger Wittlin Investment Advisory, LLC | 0.59% | Reduce -1.5% | 17,076 | $841K |
| S.A. Mason LLC | 0.49% | Add +5.0% | 16,684 | $822K |
| Avantax Planning Partners, Inc. | 0.03% | Add +30.3% | 16,682 | $821K |
| Cynosure Group, LLC | 0.15% | Add +0.0% | 16,635 | $819K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -1.1% | 16,524 | $814K |
| Tempus Wealth Planning, LLC | 0.36% | Reduce -0.1% | 16,391 | $807K |
| United Advisor Group, LLC | 0.30% | Reduce -54.6% | 16,385 | $807K |
| Lowery Thomas, LLC | 0.61% | Reduce -3.3% | 16,308 | $803K |
| Bluespring Wealth Management, LLC | 0.09% | Reduce -8.8% | 16,252 | $800K |
| Patten & Patten Inc. | 0.06% | Add +35.6% | 16,134 | $794K |
| DHK Financial Advisors, Inc. | 0.56% | New | 16,131 | $794K |
| Aspire Capital Advisors LLC | 0.27% | Reduce -10.9% | 16,119 | $794K |
| World Investment Advisors | 0.11% | Add +162.7% | 16,052 | $790K |
| CAP Partners, LLC | 0.68% | Add +1.3% | 15,671 | $772K |
| Twele Capital Management, Inc. | 0.17% | Reduce -0.7% | 15,578 | $767K |
| Bond & Devick Financial Network, Inc. | 0.42% | No change | 15,561 | $766K |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -8.0% | 15,524 | $764K |
| Signaturefd, LLC | 0.02% | Add +22.0% | 15,501 | $763K |
| Crescent Grove Advisors, LLC | 0.08% | Add +0.8% | 15,478 | $762K |
| Pegasus Asset Management, Inc. | 0.23% | No change | 15,270 | $752K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +10.1% | 15,258 | $751K |
| Northwest Capital Management Inc | 0.24% | No change | 15,246 | $751K |
| Baldwin Investment Management, LLC | 0.10% | New | 15,231 | $750K |
| StoneX Group Inc. | 0.07% | Reduce -12.8% | 15,198 | $748K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.9% | 14,952 | $736K |
| Madison Wealth Partners, Inc | 0.27% | Add +4.8% | 14,904 | $734K |
| Centaurus Financial, Inc. | 0.05% | Reduce -5.8% | 14,822 | $730K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +1.7% | 14,710 | $724K |
| InterOcean Capital Group, LLC | 0.02% | Reduce -2.2% | 14,654 | $722K |
| CWA Asset Management Group, LLC | 0.04% | No change | 14,615 | $720K |
| Advisory Services Network, LLC | 0.02% | Reduce -6.0% | 14,537 | $716K |
| Evermay Wealth Management LLC | 0.11% | Add +1.0% | 14,522 | $715K |
| Nemes Rush Group LLC | 0.10% | No change | 14,504 | $714K |
| LifePlan Financial, LLC | 0.65% | Add +2.8% | 14,473 | $713K |
| WMS Partners, LLC | 0.05% | No change | 14,435 | $711K |
| Burkett Financial Services, LLC | 0.37% | Reduce -3.3% | 14,401 | $709K |
| Elm Partners Management LLC | 0.06% | Reduce -1.2% | 14,362 | $707K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.29% | Reduce -2.1% | 14,825 | $686K |
| Davidson Trust Co. | 0.40% | No change | 13,844 | $682K |
| Fca Corp. | 0.22% | Add +0.5% | 13,786 | $679K |
| AlphaCore Capital LLC | 0.18% | Add +2.7% | 13,780 | $679K |
| Money Concepts Capital Corp. | 0.06% | Add +3.8% | 13,739 | $677K |
| FSM Wealth Advisors, LLC | 0.24% | Reduce -2.6% | 13,683 | $674K |
| Asset Planning Services Inc. /La/ | 0.38% | Reduce -5.5% | 13,622 | $671K |
| Baird Financial Group, Inc. | 0.00% | Reduce -60.5% | 13,615 | $670K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +5.4% | 13,415 | $661K |
| Cooksen Wealth, LLC | 0.68% | Reduce -1.4% | 13,361 | $658K |
| Arrowroot Family Office, LLC | 0.42% | Add +10.3% | 13,222 | $651K |
| Citadel Advisors | 0.00% | New | 13,050 | $643K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1930.0% | 13,012 | $641K |
| Mitchell Capital Management Co. | 0.12% | Add +0.3% | 12,900 | $635K |
| Luminvest Wealth Management LLC | 0.40% | No change | 12,888 | $635K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -5.2% | 12,789 | $630K |
| One Capital Management, LLC | 0.02% | Reduce -7.2% | 12,789 | $630K |
| Prudential Financial Inc. | 0.00% | Reduce -29.3% | 12,706 | $626K |
| Level Four Advisory Services, LLC | 0.03% | No change | 13,215 | $624K |
| Moneco Advisors, LLC | 0.10% | Reduce -10.4% | 12,655 | $623K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +77.0% | 12,557 | $618K |
| Pacific Sun Financial Corp | 0.36% | Reduce -3.0% | 12,460 | $614K |
| Creative Financial Designs Inc. | 0.06% | Add +1.4% | 12,306 | $606K |
| Clear Investment Research, LLC | 0.81% | No change | 12,295 | $605K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -34.0% | 12,251 | $603K |
| Madden Advisory Services, Inc. | 0.32% | Add +4.9% | 12,210 | $601K |
| Acorn Wealth Advisors, LLC | 0.31% | Add +0.2% | 12,199 | $601K |
| Acropolis Investment Management, LLC | 0.04% | No change | 12,198 | $601K |
| Facet Wealth, Inc. | 0.02% | Add +6.4% | 12,517 | $601K |
| Forte Capital LLC | 0.07% | Add +27.3% | 12,173 | $599K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.1% | 12,156 | $599K |
| John W. Brooker & Co., CPAs | 0.32% | Reduce -2.6% | 12,144 | $598K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -1.5% | 12,127 | $597K |
| Legacy Bridge, LLC | 0.35% | Reduce -0.8% | 12,080 | $595K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -7.2% | 12,060 | $594K |
| Kelleher Financial Advisors | 0.24% | No change | 11,924 | $587K |
| Howe & Rusling Inc. | 0.06% | Add +15.4% | 11,872 | $585K |
| Weaver Capital Management LLC | 0.17% | Add +1.5% | 11,813 | $582K |
| Waterloo Capital, L.P. | 0.07% | Reduce -54.0% | 11,723 | $577K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.7% | 11,657 | $574K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +0.6% | 11,592 | $571K |
| Smith Anglin Financial, LLC | 0.06% | Add +19.1% | 11,573 | $570K |
| BNC Wealth Management, LLC | 0.24% | Add +75.5% | 11,483 | $565K |
| Bigelow Investment Advisors, LLC | 0.28% | Add +0.3% | 11,474 | $565K |
| Acas, LLC | 0.54% | Reduce -12.6% | 11,357 | $559K |
| Hendershot Investments Inc. | 0.08% | Add +1.7% | 11,298 | $556K |
| Dechtman Wealth Management, LLC | 0.13% | Reduce -29.3% | 11,272 | $555K |
| Condor Capital Management | 0.05% | Reduce -49.5% | 11,242 | $554K |
| Choreo, LLC | 0.01% | Add +33.7% | 11,157 | $549K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +5.0% | 11,150 | $549K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 11,025 | $543K |
| Synovus Financial Corp. | 0.01% | Add +32.0% | 10,974 | $541K |
| Cornerstone Wealth Advisors, Inc. | 0.17% | Reduce -3.4% | 10,970 | $540K |
| Meridian Wealth Partners, LLC | 0.10% | Reduce -1.1% | 10,946 | $539K |
| Long Island Wealth Management, Inc. | 0.38% | Reduce -4.3% | 10,896 | $536K |
| Leverty Financial Group, LLC | 0.32% | Add +5.3% | 10,792 | $531K |
| Aspire Wealth Management Corp | 0.32% | Add +0.3% | 10,778 | $531K |
| Tiaa Trust, National Association | 0.00% | Add +7.2% | 10,750 | $529K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +0.1% | 10,699 | $527K |
| Capital Advantage, Inc. | 0.11% | Reduce -3.1% | 10,919 | $525K |
| Westmount Partners, LLC | 0.19% | Reduce -13.6% | 10,630 | $523K |
| Natixis Advisors, LLC | 0.00% | Reduce -17.3% | 10,601 | $522K |
| First Hawaiian Bank | 0.02% | No change | 10,506 | $517K |
| Forefront Analytics, LLC | 0.25% | Add +0.2% | 10,424 | $513K |
| Bridgewater Advisors Inc. | 0.08% | Reduce -9.3% | 10,382 | $511K |
| Warner Financial, Inc. | 0.26% | Add +4.6% | 10,339 | $509K |
| AE Wealth Management LLC | 0.01% | Reduce -95.9% | 10,309 | $508K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -1.2% | 10,285 | $506K |
| Bluestem Financial Advisors, LLC | 0.26% | Add +1.7% | 10,249 | $505K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.0% | 10,235 | $504K |
| Perissos Private Wealth Management, LLC | 0.45% | — | 10,183 | $501K |
| D. E. Shaw & Co. | 0.00% | New | 10,127 | $499K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.0% | 10,117 | $498K |
| Client 1ST Advisory Group, LLC | 0.22% | Reduce -20.4% | 10,022 | $493K |
| Aire Advisors, LLC | 0.11% | No change | 10,000 | $492K |
| Sage Rhino Capital LLC | 0.12% | Add +0.0% | 9,958 | $490K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +1.2% | 9,911 | $488K |
| Myecfo, LLC | 0.29% | Add +25.9% | 9,871 | $486K |
| Meeder Asset Management Inc. | 0.03% | Add +3.0% | 9,841 | $485K |
| Western Wealth Management, LLC | 0.04% | Reduce -4.4% | 9,834 | $484K |
| Clarity Capital Advisors, LLC | 0.39% | Add +0.2% | 9,809 | $483K |
| Tiemann Investment Advisors, LLC | 0.22% | No change | 9,776 | $481K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -3.4% | 9,749 | $480K |
| Park Avenue Securities LLC | 0.01% | Reduce -17.3% | 9,748 | $480K |
| Triton Wealth Management, PLLC | 0.33% | Add +45.1% | 10,259 | $477K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.5% | 9,667 | $476K |
| West Oak Capital, LLC | 0.20% | Add +3.0% | 9,610 | $473K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.6% | 9,599 | $473K |
| ETF Store, Inc. | 0.27% | Reduce -16.1% | 9,481 | $467K |
| Rock Point Advisors, LLC | 0.14% | Add +0.3% | 9,410 | $463K |
| Addison Capital Co | 0.23% | New | 9,365 | $461K |
| Abacus Planning Group, Inc. | 0.09% | Add +0.2% | 9,265 | $456K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.1% | 9,241 | $455K |
| Red Door Wealth Management, LLC | 0.09% | Add +0.1% | 9,240 | $455K |
| Planning Directions Inc. | 0.31% | Add +0.2% | 9,136 | $450K |
| Criterion Capital Advisors, LLC | 0.30% | Reduce -0.5% | 9,052 | $446K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +0.1% | 9,041 | $445K |
| Vista Capital Partners, Inc. | 0.06% | Reduce -42.1% | 9,018 | $444K |
| Seven Mile Advisory | 0.34% | No change | 9,000 | $443K |
| Tranquility Partners, LLC | 0.17% | No change | 8,966 | $441K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -16.7% | 9,451 | $440K |
| Vanguard Group Inc. | 0.00% | Add +55.7% | 8,945 | $440K |
| Independent Advisor Alliance | 0.02% | Add +68.0% | 8,852 | $436K |
| Mgo One Seven LLC | 0.02% | Reduce -46.4% | 8,811 | $434K |
| Strategic Equity Management | 0.36% | New | 8,762 | $431K |
| Jeppson Wealth Management, LLC | 0.17% | Reduce -0.8% | 8,760 | $431K |
| Curtis Advisory Group, LLC | 0.17% | Add +27.0% | 8,710 | $429K |
| Trellis Wealth Advisors LLC | 0.24% | No change | 8,708 | $429K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.2% | 8,679 | $428K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 8,657 | $426K |
| Imprint Wealth LLC | 0.10% | New | 8,716 | $425K |
| Caprock Group, LLC | 0.02% | Reduce -0.8% | 8,601 | $424K |
| Heritage Trust Co | 0.06% | No change | 8,600 | $423K |
| Evensky & Katz LLC | 0.03% | Reduce -3.8% | 8,582 | $423K |
| Ruggaard & Associates LLC | 0.20% | Reduce -0.8% | 8,563 | $422K |
| Thrive Wealth Management, LLC | 0.09% | Reduce -11.1% | 8,540 | $421K |
| Leeward Financial Partners, LLC | 0.18% | Reduce -12.5% | 8,527 | $420K |
| Pine Haven Investment Counsel, Inc | 0.37% | Reduce -1.7% | 8,520 | $420K |
| Carret Asset Management, LLC | 0.05% | No change | 8,518 | $419K |
| Waterfront Wealth Inc. | 0.12% | Reduce -3.1% | 9,052 | $419K |
| BIP Wealth, LLC | 0.03% | Reduce -11.0% | 8,506 | $419K |
| Haverford Trust Co | 0.00% | No change | 8,501 | $419K |
| Cabot Wealth Management Inc. | 0.05% | No change | 8,463 | $417K |
| Stockman Wealth Management, Inc. | 0.07% | Add +0.9% | 8,458 | $416K |
| Summit Global Investments | 0.03% | Reduce -0.8% | 8,401 | $414K |
| Fortitude Advisory Group L.L.C. | 0.23% | Add +12.7% | 8,371 | $412K |
| MJP Associates Inc. | 0.09% | Reduce -0.1% | 8,350 | $411K |
| Chatham Capital Group, Inc. | 0.08% | Add +0.0% | 8,328 | $410K |
| Mirador Capital Partners LP | 0.08% | Add +23.2% | 8,322 | $410K |
| MeadowBrook Investment Advisors LLC | 0.39% | No change | 8,272 | $407K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -3.8% | 8,229 | $405K |
| Planning Alternatives Ltd. | 0.07% | Reduce -1.1% | 8,229 | $405K |
| Signature Resources Capital Management, LLC | 0.38% | Reduce -9.2% | 8,565 | $405K |
| Gray Wealth Management Inc. | 0.18% | Reduce -2.1% | 8,201 | $404K |
| Fulcrum Equity Management | 0.48% | New | 8,180 | $403K |
| Paragon Capital Management Ltd | 0.07% | New | 8,089 | $398K |
| Freestone Capital Holdings, LLC | 0.01% | Add +22.3% | 8,078 | $398K |
| Ellevest, Inc. | 0.02% | Reduce -8.0% | 8,071 | $397K |
| Stone Summit Wealth LLC | 0.14% | Add +21.5% | 8,053 | $397K |
| Kelman-Lazarov, Inc. | 0.08% | Add +4.6% | 8,010 | $394K |
| Tritonpoint Wealth, LLC | 0.04% | Add +31.6% | 10,850 | $390K |
| Summit Financial, LLC | 0.02% | Reduce -23.5% | 7,871 | $388K |
| Prepared Retirement Institute LLC | 0.29% | Reduce -5.5% | 7,797 | $384K |
| Sovereign Financial Group, Inc. | 0.10% | Add +6.1% | 7,769 | $383K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -0.4% | 8,355 | $382K |
| Carolinas Wealth Consulting LLC | 0.08% | Reduce -0.5% | 7,748 | $382K |
| Skyline Advisors, Inc. | 0.17% | Reduce -2.9% | 7,662 | $377K |
| Cordant, Inc. | 0.22% | No change | 7,650 | $377K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 7,620 | $375K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 7,600 | $374K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -42.7% | 7,575 | $373K |
| Principle Wealth Partners LLC | 0.03% | No change | 7,571 | $373K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +4.0% | 7,569 | $373K |
| Pennsylvania Capital Management Inc. | 0.15% | Reduce -43.9% | 7,551 | $372K |
| Principal Securities, Inc. | 0.01% | Reduce -2.8% | 7,490 | $369K |
| CreativeOne Wealth, LLC | 0.01% | Add +56.0% | 7,472 | $368K |
| Composition Wealth, LLC | 0.01% | Reduce -6.3% | 7,467 | $368K |
| Evernest Financial Advisors, LLC | 0.17% | Reduce -38.1% | 8,074 | $367K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -59.7% | 7,448 | $367K |
| Sierra Summit Advisors LLC | 0.10% | Add +9.4% | 7,435 | $366K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,430 | $366K |
| Aurora Private Wealth, Inc. | 0.32% | Reduce -11.9% | 7,489 | $365K |
| Front Row Advisors LLC | 0.13% | Add +0.9% | 7,336 | $361K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 7,315 | $360K |
| Integral Investment Advisors, Inc. | 0.15% | New | 7,301 | $358K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 7,266 | $358K |
| Brookstone Capital Management | 0.01% | Reduce -32.5% | 7,213 | $355K |
| West Coast Financial LLC | 0.04% | Add +38.8% | 7,150 | $352K |
| HUB Investment Partners, LLC | 0.02% | Reduce -21.2% | 7,088 | $349K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -18.2% | 6,965 | $343K |
| Lincoln National Corp. | 0.01% | Add +20.8% | 6,865 | $338K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +4.8% | 6,865 | $338K |
| Flputnam Investment Management Co. | 0.01% | Add +1.6% | 6,840 | $337K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 6,796 | $335K |
| Foster & Motley Inc. | 0.02% | Add +21.1% | 6,775 | $334K |
| Kaizen Financial Strategies | 0.23% | Add +0.2% | 6,744 | $332K |
| Zhang Financial LLC | 0.02% | Reduce -59.9% | 6,739 | $332K |
| River Wealth Advisors LLC | 0.05% | Reduce -10.9% | 6,730 | $331K |
| Grey Ledge Advisors, LLC | 0.09% | Add +1.0% | 6,702 | $330K |
| Sfmg, LLC | 0.03% | Add +0.3% | 6,701 | $330K |
| Valicenti Advisory Services Inc. | 0.09% | New | 6,682 | $329K |
| Arbor Capital Management Inc. | 0.31% | Add +5.9% | 6,803 | $328K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +14.9% | 6,647 | $327K |
| Pinnacle Wealth Management, LLC | 0.34% | Reduce -96.4% | 6,620 | $326K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -2.0% | 6,882 | $325K |
| Merit Financial Group, LLC | 0.01% | Add +5.9% | 6,845 | $324K |
| Jentner Corp | 0.11% | Reduce -7.8% | 6,558 | $323K |
| Glaxis Capital Management, LLC | 0.60% | Add +0.2% | 6,546 | $322K |
| Somerset Group LLC | 0.30% | Reduce -0.9% | 6,519 | $321K |
| Fiduciary Alliance LLC | 0.06% | Add +46.6% | 6,570 | $321K |
| Gratus Capital, LLC | 0.01% | Reduce -12.3% | 6,505 | $320K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -2.4% | 6,486 | $319K |
| Salomon & Ludwin, LLC | 0.03% | Add +287.1% | 6,473 | $319K |
| Cascade Investment Advisors, Inc. | 0.21% | New | 6,466 | $318K |
| Geometric Wealth Advisors | 0.07% | Add +3.0% | 6,423 | $316K |
| Holistic Financial Partners | 0.16% | Reduce -12.1% | 6,421 | $316K |
| Stordahl Capital Management, Inc. | 0.08% | No change | 6,411 | $316K |
| Sendero Wealth Management, LLC | 0.05% | No change | 6,400 | $315K |
| Sawgrass Asset Management LLC | 0.03% | Add +4.0% | 6,360 | $313K |
| Bison Wealth, LLC | 0.05% | Add +0.0% | 6,351 | $313K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.2% | 6,316 | $311K |
| RE Dickinson Investment Advisors, LLC | 0.19% | Reduce -22.6% | 6,271 | $309K |
| Commerce Bank | 0.00% | Reduce -0.4% | 6,226 | $307K |
| Sachetta, LLC | 0.15% | No change | 6,485 | $306K |
| Clearstead Trust, LLC | 0.08% | No change | 6,191 | $305K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -11.2% | 6,181 | $304K |
| Delta Financial Group, Inc. | 0.09% | New | 6,130 | $302K |
| Fagan Associates, Inc. | 0.06% | No change | 6,127 | $302K |
| Laidlaw Wealth Management LLC | 0.17% | New | 6,126 | $302K |
| TCI Wealth Advisors, Inc. | 0.03% | New | 6,123 | $301K |
| Fisher Asset Management | 0.00% | Reduce -0.2% | 6,067 | $299K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -5.2% | 6,000 | $295K |
| Sandy Spring Bank | 0.01% | Add +2.1% | 5,990 | $295K |
| Bowman & Co S.C. | 0.18% | Add +0.2% | 5,964 | $294K |
| FLC Capital Advisors | 0.07% | No change | 5,954 | $293K |
| Proffitt & Goodson Inc. | 0.05% | Reduce -23.0% | 5,950 | $293K |
| Baker Avenue Asset Management, LP | 0.01% | Add +6.3% | 5,939 | $292K |
| Finer Wealth Management, Inc. | 0.19% | New | 5,897 | $290K |
| Richardson Capital Management LLC | 0.23% | Add +31.2% | 5,832 | $287K |
| Ieq Capital, LLC | 0.00% | Add +6.5% | 5,809 | $286K |
| Godshalk Welsh Capital Management, Inc. | 0.19% | No change | 5,800 | $286K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +9.8% | 5,774 | $284K |
| Edge Capital Group, LLC | 0.01% | No change | 5,767 | $284K |
| Evoke Wealth, LLC | 0.01% | New | 5,705 | $281K |
| William Howard & Co Financial Advisors Inc | 0.26% | — | 5,692 | $280K |
| Verity & Verity, LLC | 0.03% | New | 5,662 | $279K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -12.9% | 5,643 | $278K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.0% | 5,601 | $276K |
| Pioneer Trust Bank N A | 0.08% | No change | 5,600 | $276K |
| Flower City Capital | 0.18% | Reduce -0.3% | 5,586 | $275K |
| Castle Wealth Management LLC | 0.14% | No change | 5,565 | $274K |
| Alpha Financial Advisors, LLC | 0.13% | No change | 5,559 | $274K |
| RBA Wealth Management, LLC | 0.11% | Add +3.0% | 5,558 | $274K |
| Aspiriant, LLC | 0.01% | Reduce -10.7% | 5,470 | $269K |
| Vawter Financial, Ltd. | 0.20% | No change | 5,456 | $269K |
| SOL Capital Management CO | 0.03% | Reduce -72.5% | 5,450 | $268K |
| Simon Quick Advisors, LLC | 0.02% | Add +3.8% | 5,429 | $267K |
| D.A. Davidson & Co. | 0.00% | New | 5,358 | $264K |
| Capital Planning LLC | 0.09% | New | 5,347 | $263K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -24.0% | 5,336 | $263K |
| Meritage Portfolio Management | 0.02% | Reduce -1.2% | 5,313 | $262K |
| Continuum Advisory, LLC | 0.04% | Reduce -81.6% | 5,425 | $262K |
| Strategic Blueprint, LLC | 0.02% | Reduce -49.1% | 5,293 | $261K |
| LifeSteps Financial, Inc. | 0.20% | Reduce -1.3% | 5,265 | $259K |
| Birchbrook, Inc. | 0.15% | No change | 5,260 | $259K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -7.2% | 5,216 | $257K |
| Hexagon Capital Partners LLC | 0.06% | Add +42.4% | 5,205 | $256K |
| FineMark National Bank & Trust | 0.01% | No change | 5,198 | $256K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 5,077 | $250K |
| Smartleaf Asset Management LLC | 0.05% | Add +305.2% | 5,093 | $250K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.1% | 5,055 | $249K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -32.8% | 5,035 | $248K |
| Equita Financial Network, Inc. | 0.11% | New | 4,986 | $246K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +142.5% | 4,984 | $245K |
| Cascade Financial Partners, LLC | 0.04% | — | 5,258 | $245K |
| MCF Advisors LLC | 0.02% | Add +0.1% | 4,972 | $245K |
| Citigroup Inc. | 0.00% | Add +232.9% | 4,963 | $244K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 4,949 | $244K |
| HCR Wealth Advisors | 0.04% | Reduce -0.5% | 4,921 | $242K |
| Adero Partners, LLC | 0.02% | No change | 4,890 | $241K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +10.9% | 4,884 | $240K |
| Modus Advisors, LLC | 0.09% | No change | 4,880 | $240K |
| Cross Staff Investments Inc | 0.20% | Add +2.6% | 4,853 | $239K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -11.6% | 4,809 | $237K |
| Goepper Burkhardt LLC | 0.11% | No change | 4,927 | $237K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +10.3% | 4,745 | $234K |
| Bordeaux Wealth Advisors LLC | 0.08% | Add +3.4% | 4,751 | $234K |
| Qube Research & Technologies Ltd | 0.00% | Add +20.8% | 4,746 | $234K |
| Summit Financial Wealth Advisors, LLC | 0.05% | New | 4,732 | $233K |
| Napatree Capital LLC | 0.22% | Reduce -0.6% | 5,035 | $232K |
| Heirloom Wealth Management | 0.08% | Reduce -10.9% | 4,648 | $229K |
| Sebold Capital Management, Inc. | 0.15% | No change | 4,641 | $229K |
| Patrick M Sweeney & Associates, Inc. | 0.19% | Add +9.5% | 4,638 | $228K |
| North Star Investment Management Corp. | 0.02% | Add +1.9% | 4,635 | $228K |
| Burton Enright Welch | 0.05% | No change | 4,634 | $228K |
| Builder Investment Group Inc. | 0.07% | No change | 4,621 | $228K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,603 | $227K |
| Pring Turner Capital Group Inc. | 0.17% | No change | 4,600 | $227K |
| Carnegie Investment Counsel | 0.01% | Reduce -64.2% | 4,599 | $226K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 4,598 | $226K |
| Financial Management Network Inc. | 0.06% | Add +0.2% | 4,742 | $226K |
| Gainplan LLC | 0.11% | Add +1.2% | 4,577 | $225K |
| Independent Wealth Network Inc. | 0.11% | Reduce -44.7% | 4,559 | $224K |
| Apriem Advisors | 0.03% | Add +6.5% | 4,559 | $224K |
| Mayfair Advisory Group, LLC | 0.16% | Add +3.5% | 4,556 | $224K |
| D.B. Root & Company, LLC | 0.08% | Reduce -17.7% | 4,520 | $223K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -1.6% | 4,514 | $222K |
| Fiduciary Group, LLC | 0.02% | Reduce -2.7% | 4,499 | $222K |
| QRG Capital Management, Inc. | 0.00% | Reduce -13.3% | 4,461 | $220K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -9.6% | 4,436 | $218K |
| High Probability Advisors, LLC | 0.04% | No change | 4,420 | $218K |
| Keybank National Association | 0.00% | New | 4,396 | $216K |
| Capital Advisors Inc. | 0.00% | New | 4,388 | $216K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.0% | 4,361 | $215K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -26.4% | 4,353 | $214K |
| Austin Private Wealth, LLC | 0.02% | Add +0.9% | 4,446 | $214K |
| Obermeyer Wealth Partners | 0.01% | No change | 4,315 | $212K |
| Peak Financial Management, Inc. | 0.07% | Reduce -3.6% | 4,311 | $212K |
| Capasso Planning Partners LLC | 0.09% | New | 4,309 | $212K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -1.0% | 4,293 | $211K |
| PFG Investments, LLC | 0.01% | New | 4,293 | $211K |
| Emergent Wealth Advisors, LLC | 0.18% | New | 4,252 | $209K |
| Brown Advisory Inc. | 0.00% | New | 4,248 | $209K |
| Fusion Capital, LLC | 0.10% | Reduce -23.4% | 4,223 | $208K |
| Horizons Wealth Management | 0.14% | No change | 4,396 | $208K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.2% | 4,215 | $208K |
| Kozak & Associates, Inc. | 0.06% | Add +0.2% | 4,231 | $206K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +0.1% | 4,484 | $206K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 4,182 | $206K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 4,161 | $205K |
| Sweet Financial Partners, LLC | 0.05% | New | 4,144 | $204K |
| Wealth Group, Ltd. | 0.15% | — | 4,151 | $204K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -6.2% | 4,215 | $202K |
| Coordinated Financial Services, Inc. | 0.18% | — | 4,101 | $202K |
| Carmel Capital Management L.L.C. | 0.08% | Reduce -4.8% | 4,094 | $202K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +5.2% | 3,900 | $192K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,805 | $187K |
| Optimum Investment Advisors | 0.08% | Reduce -0.1% | 3,620 | $178K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 3,578 | $176K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -52.9% | 3,509 | $173K |
| Palouse Capital Management, Inc. | 0.11% | Reduce -33.3% | 3,459 | $170K |
| Elgethun Capital Management | 0.04% | Add +2.8% | 3,468 | $170K |
| Bfsg, LLC | 0.02% | Reduce -1.6% | 3,383 | $167K |
| Ancora Advisors LLC | 0.00% | Add +50.5% | 3,340 | $164K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -2.3% | 3,334 | $164K |
| Palisade Asset Management, LLC | 0.02% | Reduce -76.8% | 3,322 | $164K |
| Granite Investment Partners, LLC | 0.01% | No change | 3,252 | $160K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 3,180 | $157K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -3.2% | 3,095 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +148.6% | 2,973 | $146K |
| UMB Bank, n.a. | 0.00% | Add +46.3% | 2,893 | $142K |
| First Pacific Financial | 0.04% | Add +3.1% | 2,788 | $137K |
| Tucker Asset Management LLC | 0.03% | No change | 2,507 | $123K |
| Key Financial Inc | 0.03% | Add +4.6% | 2,482 | $122K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +3.3% | 2,400 | $118K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +39066.7% | 2,350 | $116K |
| First Community Trust NA | 0.11% | No change | 2,300 | $113K |
| Sage Mountain Advisors LLC | 0.01% | Add +4445.8% | 2,182 | $107K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,159 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,144 | $106K |
| Harbor Investment Advisory, LLC | 0.01% | New | 2,080 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -17.8% | 2,076 | $102K |
| Blue Trust, Inc. | 0.00% | Reduce -57.0% | 2,004 | $99K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 2,004 | $99K |
| Syntrinsic LLC | 0.03% | No change | 2,000 | $98K |
| Evolution Advisers, Inc. | 0.06% | No change | 1,936 | $96K |
| Planning Capital Management Corp | 0.07% | Reduce -28.8% | 1,872 | $92K |
| SYM FINANCIAL Corp | 0.01% | Reduce -67.8% | 1,850 | $91K |
| Caldwell Trust Co | 0.01% | No change | 1,820 | $90K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -14.3% | 1,815 | $89K |
| Smithfield Trust Co | 0.00% | No change | 1,823 | $89K |
| Guardian Wealth Management, Inc. | 0.07% | Reduce -7.8% | 1,797 | $88K |
| GW&K Investment Management, LLC | 0.00% | New | 1,793 | $88K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -49.8% | 1,751 | $86K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.5% | 1,700 | $84K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -13.5% | 1,685 | $83K |
| Advantage Trust Co | 0.06% | No change | 1,600 | $79K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 1,569 | $77K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,566 | $77K |
| Realta Investment Advisors | 0.02% | New | 1,556 | $77K |
| EnRich Financial Partners LLC | 0.03% | New | 1,523 | $75K |
| Fairman Group, LLC | 0.07% | No change | 1,484 | $73K |
| Pflug Koory, LLC | 0.01% | Reduce -9.9% | 1,468 | $72K |
| Raleigh Capital Management Inc. | 0.03% | Add +1.5% | 1,427 | $70K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -80.3% | 1,408 | $69K |
| Castleview Partners, LLC | 0.04% | Add +5.2% | 1,382 | $68K |
| Empirical Asset Management, LLC | 0.03% | New | 24,816 | $66K |
| Barrett & Company, Inc. | 0.03% | No change | 1,331 | $66K |
| TFC Financial Management, Inc. | 0.01% | Add +2181.8% | 1,255 | $62K |
| Costello Asset Management, INC | 0.04% | Add +8.8% | 1,232 | $61K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.2% | 1,224 | $60K |
| WR Wealth Planners, LLC | 0.02% | New | 1,136 | $56K |
| Lindbrook Capital, LLC | 0.01% | Reduce -2.6% | 1,135 | $56K |
| Versant Capital Management, Inc | 0.02% | New | 1,098 | $54K |
| Grove Bank & Trust | 0.01% | No change | 1,040 | $51K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -11.3% | 1,040 | $51K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,016 | $50K |
| Montag A & Associates Inc. | 0.00% | New | 1,000 | $49K |
| Glenmede Trust Co. NA | 0.00% | No change | 988 | $49K |
| Islay Capital Management, LLC | 0.04% | No change | 980 | $48K |
| Impact Partnership Wealth, LLC | 0.02% | No change | 964 | $47K |
| Robbins Farley | 0.03% | Reduce -65.7% | 955 | $47K |
| Gables Capital Management Inc. | 0.03% | No change | 950 | $47K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Add +57.6% | 930 | $46K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 928 | $46K |
| Global Wealth Strategies & Associates | 0.02% | No change | 924 | $45K |
| Atlas Capital Advisors Inc. | 0.01% | Add +20.6% | 912 | $45K |
| Motco | 0.00% | Reduce -20.3% | 882 | $43K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 846 | $42K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 842 | $41K |
| First Horizon Advisors, Inc. | 0.00% | No change | 801 | $39K |
| Family Asset Management, LLC | 0.02% | Reduce -62.2% | 791 | $39K |
| Retirement Group, LLC | 0.01% | No change | 766 | $38K |
| PDS Planning, Inc | 0.00% | Reduce -16.1% | 703 | $35K |
| NFSG Corp | 0.01% | Add +0.1% | 692 | $34K |
| Fifth Third Bancorp | 0.00% | Reduce -72.0% | 691 | $34K |
| Contravisory Investment Management, Inc. | 0.01% | Add +23.8% | 639 | $31K |
| Gradient Investments LLC | 0.00% | Add +215.9% | 635 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 614 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +47.0% | 585 | $29K |
| FSA Wealth Management LLC | 0.01% | Reduce -29.1% | 577 | $28K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 550 | $27K |
| Operose Advisors LLC | 0.01% | Add +60.3% | 545 | $27K |
| Mascoma Wealth Management LLC | 0.01% | No change | 542 | $27K |
| Barclays PLC | 0.00% | No change | 536 | $26K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +0.4% | 535 | $26K |
| First Command Advisory Services, Inc. | 0.00% | New | 533 | $26K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 532 | $26K |
| M&R Capital Management Inc. | 0.01% | Reduce -46.6% | 499 | $25K |
| Main Street Group, LTD | 0.01% | Add +9.0% | 495 | $24K |
| TD Capital Management LLC | 0.00% | No change | 477 | $23K |
| Halpern Financial, Inc. | 0.01% | Reduce -2.2% | 450 | $22K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +0.5% | 421 | $21K |
| Franklin Resources Inc. | 0.00% | No change | 420 | $21K |
| WASHINGTON TRUST Co | 0.00% | No change | 408 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 400 | $20K |
| Aspect Partners, LLC | 0.02% | No change | 398 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 398 | $19K |
| American Capital Advisory, LLC | 0.02% | No change | 462 | $19K |
| Tsfg, LLC | 0.00% | Reduce -14.1% | 395 | $19K |
| National Bank of Canada | 0.00% | No change | 424 | $18K |
| Archer Investment Corp | 0.01% | Add +162.0% | 372 | $18K |
| Wagner Wealth Management, LLC | 0.01% | Add +6.3% | 353 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 344 | $17K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 326 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 330 | $16K |
| Simplex Trading, LLC | 0.00% | New | 337 | $16K |
| Dagco, Inc. | 0.01% | New | 321 | $16K |
| JDM Financial Group LLC | 0.01% | Add +24.4% | 311 | $15K |
| Mitchell Sinkler & Starr | 0.00% | Reduce -95.6% | 300 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -51.9% | 265 | $13K |
| Adirondack Trust Co. | 0.01% | No change | 262 | $13K |
| Tyler-Stone Wealth Management | 0.01% | Add +155.0% | 255 | $13K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 250 | $12K |
| Pineridge Advisors LLC | 0.00% | No change | 250 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 262 | $12K |
| Private Ocean, LLC | 0.00% | Add +6.4% | 250 | $12K |
| Headlands Technologies LLC | 0.00% | New | 246 | $12K |
| Glassman Wealth Services | 0.00% | Reduce -11.5% | 246 | $12K |
| HM Payson & Co. | 0.00% | Reduce -40.7% | 236 | $12K |
| DecisionPoint Financial, LLC | 0.00% | No change | 240 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -51.3% | 238 | $11K |
| Rise Advisors, LLC | 0.01% | No change | 200 | $10K |
| ICA Group Wealth Management, LLC | 0.00% | New | 200 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 200 | $10K |
| GS Investments, Inc. | 0.00% | Reduce -3.9% | 200 | $10K |
| NWK Group, Inc. | 0.00% | Reduce -7.5% | 196 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 196 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 192 | $9K |
| Bray Capital Advisors | 0.00% | No change | 190 | $9K |
| Bokf, NA | 0.00% | No change | 186 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 176 | $9K |
| BlackRock Inc. | 0.00% | Add +1844.4% | 175 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 174 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 170 | $8K |
| Rice Partnership, LLC | 0.00% | New | 167 | $8K |
| Trifecta Capital Advisors, LLC | 0.00% | Add +158.7% | 163 | $8K |
| Avion Wealth | 0.00% | No change | 147 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 167 | $8K |
| First Manhattan Co. Llc. | 0.00% | Add +1250.0% | 162 | $8K |
| CNB Bank | 0.00% | New | 158 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 148 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 140 | $7K |
| Capital Management Associates, Inc | 0.01% | Reduce -26.6% | 138 | $7K |
| Custom Portfolio Group LLC | 0.01% | No change | 140 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 119 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 120 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 119 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -43.5% | 117 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 111 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 108 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 103 | $5K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -81.1% | 100 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 99 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 97 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 94 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 90 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 88 | $4K |
| Atticus Wealth Management, LLC | 0.00% | Add +4150.0% | 85 | $4K |
| City State Bank | 0.00% | No change | 74 | $4K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -89.0% | 80 | $4K |
| Godsey & Gibb, Inc. | 0.00% | New | 78 | $4K |
| Founders Financial Alliance, LLC | 0.00% | Add +442.9% | 76 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 68 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 67 | $3K |
| West Branch Capital LLC | 0.00% | No change | 64 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 60 | $3K |
| Arax Advisory Partners | 0.00% | No change | 55 | $3K |
| Albion Financial Group | 0.00% | No change | 50 | $2K |
| Balentine LLC | 0.00% | Reduce -73.5% | 48 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 44 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 46 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 41 | $2K |
| GAMMA Investing LLC | 0.00% | New | 38 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 38 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 26 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 26 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 25 | $1K |
| Studio Investment Management LLC | 0.00% | New | 24 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 20 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $887 |
| Macroview Investment Management LLC | 0.00% | No change | 15 | $724 |
| Mendota Financial Group, LLC | 0.00% | No change | 12 | $591 |
| Johnson Financial Group, Inc. | 0.00% | Reduce -99.9% | 10 | $493 |
| Global Trust Asset Management, LLC | 0.00% | No change | 8 | $394 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 5 | $251 |
| Crewe Advisors LLC | 0.00% | No change | 2 | $99 |
| NewSquare Capital LLC | 0.00% | Reduce -87.5% | 2 | $98 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $50 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $33 |
| Roble, Belko & Company, Inc | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is SCHA's weight in each manager's 13F, not the share of Schwab US Small-Cap ETF the manager owns.