Schwab US Small-Cap ETFSCHAETF
13F holders, Q2 2024 (June 30)1,052holders +4
55new positions
58sold out
6famous investors
$46.98avg. 13F price*
At the end of Q2 2024, 1,052 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 4 from Q1 2024. 55 opened new positions and 58 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Bank of America Corp. ($1.0B) and Empower Advisory Group, LLC ($567.0M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $39.9M |
| Exits | 58 | $39.8M |
All 13F filers, Q1 2024 → Q2 2024: 86,065,384 shares bought and 4,500,648 shares sold, net +81,564,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,052 holders
| Charles Schwab Investment Management Inc. | 0.79% | Add +911.2% | 87,060,710 | $4.1B |
| Bank of America Corp. | 0.10% | Add +3.6% | 22,098,687 | $1.0B |
| Empower Advisory Group, LLC | 2.10% | Add +1.4% | 11,949,232 | $567.0M |
| Sei Investments Co. | 0.49% | Reduce -0.2% | 7,359,458 | $349.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -24.2% | 2,661,109 | $126.3M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -0.9% | 2,587,713 | $123.2M |
| Creative Planning | 0.12% | Reduce -2.2% | 2,365,513 | $112.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.7% | 2,226,251 | $105.6M |
| Advisory Alpha, LLC | 3.91% | Add +3.4% | 2,091,432 | $99.2M |
| Cerity Partners LLC | 0.25% | Add +1.4% | 1,939,391 | $92.0M |
| Osaic Holdings, Inc. | 0.20% | Add +0.0% | 1,776,517 | $84.3M |
| UBS Group AG | 0.03% | Add +2.6% | 1,732,321 | $82.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.5% | 1,526,979 | $72.5M |
| Mercer Global Advisors Inc. | 0.19% | Add +0.2% | 1,458,686 | $69.2M |
| Mariner, LLC | 0.13% | Add +2.0% | 1,445,227 | $68.6M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -8.0% | 1,403,917 | $66.6M |
| HighTower Advisors, LLC | 0.10% | Add +0.3% | 1,377,910 | $65.3M |
| LPL Financial LLC | 0.03% | Reduce -3.4% | 1,179,383 | $56.0M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 1,152,938 | $54.7M |
| Marcum Wealth, LLC | 5.36% | Reduce -3.0% | 1,126,707 | $53.5M |
| Savant Capital, LLC | 0.53% | Reduce -4.0% | 1,108,278 | $52.6M |
| Rainey & Randall Wealth Advisors Inc. | 9.61% | Add +1.2% | 855,552 | $40.7M |
| Steele Capital Management, Inc. | 1.91% | Reduce -0.3% | 718,047 | $34.2M |
| Klingenstein Fields & Co. LP | 1.37% | Reduce -2.0% | 695,008 | $33.0M |
| Moneta Group Investment Advisors LLC | 0.52% | Add +0.8% | 690,673 | $32.8M |
| Gemmer Asset Management LLC | 3.40% | Add +0.2% | 670,550 | $31.8M |
| Tradewinds Capital Management, LLC | 8.63% | Add +1384.9% | 616,492 | $29.3M |
| RKL Wealth Management LLC | 2.74% | Add +0.4% | 598,771 | $28.4M |
| Corient Private Wealth LP | 0.05% | Add +0.7% | 560,428 | $26.6M |
| Legacy Wealth Management, LLC | 1.92% | Reduce -0.5% | 557,856 | $26.5M |
| Mokosak Advisory Group, LLC | 8.31% | Add +1.5% | 530,032 | $25.2M |
| Summit Financial Strategies, Inc. | 3.07% | Add +4.8% | 520,301 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 504,499 | $23.9M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -1.8% | 485,171 | $23.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +730.9% | 457,576 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 444,608 | $21.1M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 440,501 | $20.9M |
| First International Bank & Trust | 7.05% | Add +0.9% | 431,959 | $20.5M |
| Foundations Investment Advisors, LLC | 0.49% | Add +9.2% | 424,691 | $20.2M |
| Noble Family Wealth, LLC | 5.77% | Add +4.3% | 422,157 | $20.0M |
| BlueSky Wealth Advisors, LLC | 3.35% | New | 419,469 | $19.9M |
| Dynamic Advisor Solutions LLC | 0.61% | Add +4.0% | 405,193 | $19.2M |
| FIDELIS iM, LLC | 9.42% | Add +1.8% | 404,458 | $19.2M |
| Marshall Financial Group Inc. | 6.13% | Add +1.2% | 397,983 | $18.9M |
| Kohmann Bosshard Financial Services, LLC | 2.52% | Add +72.3% | 393,777 | $18.7M |
| ForthRight Wealth Management, LLC | 6.70% | Add +7.3% | 392,674 | $18.6M |
| Strategic Financial Planning, Inc. | 13.00% | Add +8.1% | 380,031 | $18.0M |
| Cetera Investment Advisers | 0.04% | Add +4.0% | 379,209 | $18.0M |
| Visionary Wealth Advisors | 1.12% | Reduce -8.4% | 361,746 | $17.2M |
| Captrust Financial Advisors | 0.06% | Reduce -0.9% | 361,124 | $17.1M |
| Sage Financial Group Inc. | 1.40% | Add +2.4% | 340,051 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -0.6% | 337,879 | $16.0M |
| Jones Financial Companies LLLP | 0.02% | Add +37.0% | 329,798 | $15.6M |
| Riversedge Advisors, LLC | 3.70% | Reduce -2.1% | 320,057 | $15.2M |
| Bangor Savings Bank | 1.52% | Add +1.9% | 319,608 | $15.2M |
| MML Investors Services, LLC | 0.06% | Add +0.8% | 318,583 | $15.1M |
| New York Life Investment Management LLC | 0.15% | Add +20.5% | 316,858 | $15.0M |
| TruNorth Capital Management, LLC | 4.79% | Add +4.0% | 311,178 | $14.8M |
| Joule Financial, LLC | 5.92% | Add +2.8% | 305,864 | $14.6M |
| Burt Wealth Advisors | 3.76% | Reduce -7.5% | 300,318 | $14.3M |
| Waterford Advisors, LLC | 5.95% | Add +0.9% | 299,281 | $14.2M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.9% | 295,907 | $14.0M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -55.0% | 295,355 | $14.0M |
| Meridian Management Co. | 3.83% | Reduce -8.1% | 293,969 | $13.9M |
| Charles Schwab Trust Co | 1.28% | Add +3.2% | 291,131 | $13.8M |
| Summit Wealth & Retirement Planning, Inc. | 4.64% | Add +3.2% | 287,082 | $13.6M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.2% | 285,004 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 280,620 | $13.3M |
| Ascension Capital Advisors, Inc. | 6.96% | Add +4.1% | 276,105 | $13.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.9% | 274,616 | $13.0M |
| Curi Capital, LLC | 0.31% | Add +1.1% | 274,236 | $13.0M |
| Old National Bancorp | 0.30% | Add +5.3% | 272,251 | $12.9M |
| Berger Financial Group, Inc | 1.01% | Add +16.5% | 267,798 | $12.7M |
| ZynergyRetirementPlanningLLC | 9.62% | — | 264,951 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.6% | 262,475 | $12.5M |
| Clearwater Capital Advisors, LLC | 1.30% | Reduce -0.6% | 258,689 | $12.3M |
| Buckingham Capital Management, Inc. | 1.44% | Add +2.4% | 254,387 | $12.1M |
| Hoylecohen, LLC | 0.90% | Add +1.0% | 250,461 | $11.9M |
| Main Street Financial Solutions, LLC | 1.11% | Add +6.1% | 247,837 | $11.8M |
| Buckingham Strategic Wealth, LLC | 0.12% | Reduce -2.6% | 242,582 | $11.5M |
| First National Corp. /Ma/ | 2.70% | Reduce -11.9% | 239,190 | $11.3M |
| Chicago Partners Investment Group LLC | 0.43% | Add +12.6% | 215,253 | $11.0M |
| Focus Financial Network, Inc. | 0.47% | Add +0.5% | 215,104 | $11.0M |
| HHM Wealth Advisors, LLC | 1.64% | Reduce -2.3% | 229,326 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 228,449 | $10.8M |
| North Star Asset Management Inc. | 0.51% | Reduce -0.5% | 226,733 | $10.8M |
| Tiller Private Wealth, Inc. | 4.56% | Reduce -0.0% | 218,896 | $10.4M |
| Tradition Wealth Management, LLC | 1.00% | Reduce -2.4% | 218,067 | $10.3M |
| Souders Financial Advisors | 1.55% | Add +3.8% | 217,175 | $10.3M |
| St. Johns Investment Management Company, LLC | 4.89% | Reduce -1.2% | 216,869 | $10.3M |
| Northwest Investment Counselors, LLC | 2.57% | Add +0.2% | 216,475 | $10.3M |
| Christensen, King & Associates Investment Services, Inc. | 5.01% | Add +2.2% | 214,185 | $10.2M |
| Sanctuary Advisors, LLC | 0.07% | — | 216,785 | $10.1M |
| Appleton Partners Inc. | 0.78% | Reduce -2.1% | 212,228 | $10.1M |
| VCI Wealth Management LLC | 4.97% | Add +42.5% | 211,853 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 211,820 | $10.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Reduce -0.3% | 203,979 | $9.7M |
| Moneywise, Inc. | 5.03% | Reduce -21.7% | 200,201 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -9.7% | 198,718 | $9.4M |
| Denver PWM, LLC | 3.73% | Add +9.3% | 196,789 | $9.3M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -11.5% | 196,666 | $9.3M |
| Alliance Wealth Management Group | 2.62% | Reduce -9.4% | 193,615 | $9.2M |
| Towercrest Capital Management | 1.51% | Reduce -9.4% | 193,615 | $9.2M |
| American Financial Advisors, LLC | 1.30% | Add +1.9% | 192,875 | $9.2M |
| Essex LLC | 2.04% | Reduce -0.8% | 192,694 | $9.1M |
| Capital Investment Counsel, LLC | 1.75% | Add +5.6% | 188,066 | $8.9M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -53.9% | 186,577 | $8.9M |
| Matrix Trust Co | 1.99% | Reduce -1.0% | 185,745 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -1.3% | 183,722 | $8.7M |
| Curbstone Financial Management Corp | 1.89% | Reduce -0.2% | 183,212 | $8.7M |
| Strategic Family Wealth Counselors, L.L.C. | 3.14% | Add +5.1% | 173,755 | $8.2M |
| Bouchey Financial Group, Ltd. | 0.77% | Reduce -0.7% | 171,703 | $8.1M |
| Missouri Trust & Investment Co | 3.04% | Add +12.6% | 170,233 | $8.1M |
| Sightline Wealth Advisors, LLC | 5.01% | Add +2.8% | 169,766 | $8.1M |
| Patriot Investment Management Group, Inc. | 0.63% | Add +1.0% | 168,933 | $8.0M |
| Salem Investment Counselors Inc. | 0.26% | Reduce -2.2% | 166,658 | $7.9M |
| Mather Group, Llc. | 0.10% | Add +7.5% | 160,590 | $7.9M |
| Courage Miller Partners, LLC | 2.82% | Reduce -0.2% | 165,425 | $7.8M |
| Lutz Financial Services LLC | 0.68% | Reduce -6.5% | 164,766 | $7.8M |
| Dravo Bay LLC | 4.29% | Add +7.8% | 162,889 | $7.7M |
| Financial Counselors Inc. | 0.12% | Reduce -0.0% | 161,361 | $7.7M |
| Athena Investment Management | 4.64% | Add +0.6% | 161,146 | $7.6M |
| Seneca Financial Advisors LLC | 3.91% | Add +27.8% | 159,061 | $7.5M |
| Advisors Capital Management, LLC | 0.13% | Add +27.3% | 157,692 | $7.5M |
| Anfield Capital Management, LLC | 3.63% | Add +2.5% | 157,430 | $7.5M |
| St. Louis Trust Co | 1.13% | Add +0.5% | 155,790 | $7.4M |
| D. E. Shaw & Co. | 0.01% | Add +1434.0% | 155,349 | $7.4M |
| Whittier Trust Co. | 0.10% | Reduce -0.7% | 153,988 | $7.3M |
| Bleakley Financial Group, LLC | 0.21% | Add +5.3% | 152,658 | $7.2M |
| Whittier Trust Co. of Nevada Inc. | 0.20% | Reduce -3.3% | 152,568 | $7.2M |
| Simplicity Wealth,LLC | 0.16% | Add +5.3% | 152,522 | $7.2M |
| Sunbelt Securities, Inc. | 0.74% | Add +6.9% | 152,230 | $7.2M |
| Retirement Guys Formula LLC | 3.40% | Add +2.8% | 149,331 | $7.1M |
| Creekside Partners | 3.89% | — | 148,146 | $7.0M |
| Focus Partners Wealth | 0.02% | Add +148.6% | 146,672 | $7.0M |
| Black Diamond Financial, LLC | 1.33% | Add +5.2% | 144,973 | $6.9M |
| CW Advisors, LLC | 0.11% | Reduce -0.9% | 142,016 | $6.7M |
| HB Wealth Management, LLC | 0.08% | Reduce -2.0% | 141,854 | $6.7M |
| Asset Management Group, Inc. | 1.02% | Reduce -0.6% | 141,332 | $6.7M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -3.2% | 141,118 | $6.7M |
| Veery Capital, LLC | 2.71% | Reduce -2.5% | 140,931 | $6.7M |
| Morris Financial Concepts, Inc. | 3.19% | Reduce -7.3% | 140,234 | $6.7M |
| Valley Forge Investment Consultants Inc. Adv | 2.50% | Reduce -0.8% | 139,378 | $6.6M |
| Hart & Patterson Financial Group LLC | 3.26% | Reduce -0.6% | 138,651 | $6.6M |
| Asset Dedication, LLC | 0.45% | Reduce -4.0% | 137,538 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Reduce -3.1% | 131,803 | $6.3M |
| LVW Advisors, LLC | 0.92% | Add +4.0% | 132,068 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -14.9% | 131,975 | $6.3M |
| Integrated Advisors Network LLC | 0.32% | Reduce -0.8% | 129,882 | $6.2M |
| Marquette Asset Management, LLC | 1.05% | No change | 129,715 | $6.2M |
| Garde Capital, Inc. | 0.42% | Reduce -8.7% | 127,994 | $6.1M |
| IFS Advisors, LLC | 5.12% | Add +3.0% | 127,903 | $6.1M |
| Gill Capital Partners, LLC | 2.29% | Add +2.0% | 124,752 | $5.9M |
| Horizon Financial Services, LLC | 3.71% | Add +3.8% | 123,613 | $5.9M |
| Friedenthal Financial | 3.59% | Add +1.0% | 121,417 | $5.8M |
| Townsquare Capital LLC | 0.08% | Add +2.2% | 121,360 | $5.8M |
| Bell Investment Advisors, Inc | 1.09% | Reduce -11.3% | 117,515 | $5.6M |
| Arbor Trust Wealth Advisors, LLC | 2.92% | Add +3.6% | 116,767 | $5.6M |
| Orgel Wealth Management, LLC | 0.15% | Reduce -1.2% | 115,688 | $5.5M |
| Cwm, LLC | 0.03% | Add +29.8% | 114,767 | $5.4M |
| Wealthspire Retirement, LLC | 0.45% | Reduce -4.1% | 113,841 | $5.4M |
| Dodds Wealth, LLC | 2.10% | Add +4.2% | 114,713 | $5.4M |
| Fort Point Capital Partners LLC | 0.69% | Add +9.5% | 112,784 | $5.4M |
| Planned Solutions, Inc. | 2.62% | Add +0.2% | 112,195 | $5.3M |
| Copperwynd Financial, LLC | 1.73% | Add +17.9% | 103,089 | $5.3M |
| Texas Yale Capital Corp. | 0.25% | Add +0.1% | 110,435 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.56% | Add +0.9% | 110,162 | $5.2M |
| Kavar Capital Partners Group, LLC | 0.94% | Add +0.3% | 109,448 | $5.2M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.3% | 108,623 | $5.2M |
| Councilor Wealth, LLC | 2.66% | Add +1.1% | 108,491 | $5.1M |
| Compass Financial Group, INC | 1.11% | Add +13.0% | 108,022 | $5.1M |
| Modera Wealth Management, LLC | 0.08% | Add +0.5% | 107,562 | $5.1M |
| Carolina Wealth Advisors, LLC | 2.50% | Add +9.1% | 107,546 | $5.1M |
| Provident Wealth Management, LLC | 1.86% | Add +7.6% | 107,445 | $5.1M |
| MAI Capital Management | 0.05% | Reduce -2.1% | 107,407 | $5.1M |
| Brand Asset Management Group, Inc. | 2.15% | Add +3.8% | 107,177 | $5.1M |
| Cambridge Financial Group, LLC | 2.29% | Reduce -3.9% | 105,426 | $5.0M |
| Tortoise Investment Management, LLC | 0.56% | Add +13.0% | 104,322 | $5.0M |
| Chilton Capital Management LLC | 0.22% | Add +0.1% | 103,518 | $4.9M |
| Betterment LLC | 0.01% | Add +216.4% | 102,734 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +29.0% | 100,814 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 100,227 | $4.8M |
| Fortis Capital Management LLC | 1.00% | Add +1.9% | 98,912 | $4.7M |
| Compound Planning, Inc. | 0.34% | Add +37.0% | 97,975 | $4.6M |
| Cornerstone Wealth Group, LLC | 0.41% | Add +1.3% | 97,788 | $4.6M |
| Koshinski Asset Management, Inc. | 0.42% | Reduce -9.2% | 95,941 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.93% | Reduce -1.4% | 94,907 | $4.5M |
| Fifth Third Securities, Inc. | 0.41% | Add +6.7% | 94,305 | $4.5M |
| Evergreen Capital Management LLC | 0.16% | Add +0.9% | 93,867 | $4.5M |
| Foster Victor Wealth Advisors, LLC | 0.37% | Add +1.1% | 86,205 | $4.4M |
| Prosperity Consulting Group, LLC | 0.59% | Reduce -15.1% | 92,322 | $4.4M |
| Ballast Advisors LLC | 1.38% | Add +4.5% | 91,386 | $4.3M |
| FMR LLC | 0.00% | Add +14.8% | 91,296 | $4.3M |
| WBH Advisory Inc. | 0.44% | Add +1.2% | 90,882 | $4.3M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -0.2% | 90,775 | $4.3M |
| James J. Burns & Company, LLC | 0.85% | Add +66.4% | 90,695 | $4.3M |
| ProVise Management Group, LLC | 0.36% | Reduce -19.3% | 88,771 | $4.2M |
| Brown Wealth Management, LLC | 1.70% | Add +1.9% | 88,634 | $4.2M |
| Newman Dignan & Sheerar, Inc. | 1.08% | Reduce -0.8% | 88,034 | $4.2M |
| Gordian Advisors LLC | 4.02% | Reduce -7.9% | 87,838 | $4.2M |
| Nikulski Financial, Inc. | 1.31% | Add +0.4% | 86,872 | $4.1M |
| Meeder Advisory Services, Inc. | 0.29% | Add +50.3% | 86,002 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +788.0% | 85,848 | $4.1M |
| Cedrus LLC | 2.03% | Reduce -7.3% | 85,414 | $4.1M |
| Powers Advisory Group, LLC | 2.18% | Add +6.7% | 84,275 | $4.0M |
| Consilium Wealth Advisory, LLC | 2.18% | Reduce -28.4% | 84,200 | $4.0M |
| Raymond James & Associates | 0.00% | Reduce -6.9% | 83,805 | $4.0M |
| IFP Advisors, Inc | 0.16% | Add +1.1% | 83,709 | $4.0M |
| Anchor Investment Management, LLC | 0.40% | Add +28.0% | 82,926 | $3.9M |
| Davis Capital Management | 3.41% | Reduce -0.2% | 83,429 | $3.9M |
| Pittenger & Anderson Inc. | 0.16% | Reduce -12.7% | 81,206 | $3.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.09% | Reduce -13.1% | 81,138 | $3.9M |
| Game Plan Financial Advisors, LLC | 2.11% | Reduce -1.6% | 80,734 | $3.8M |
| Chesapeake Wealth Management | 1.39% | Add +0.2% | 80,664 | $3.8M |
| Cutler Investment Counsel LLC | 0.52% | Add +4.6% | 80,001 | $3.8M |
| PrairieView Partners, LLC | 0.43% | Reduce -5.5% | 79,958 | $3.8M |
| Private Advisor Group, LLC | 0.03% | Add +7.8% | 79,416 | $3.8M |
| Global Strategic Investment Solutions, LLC | 0.45% | Reduce -0.7% | 79,332 | $3.8M |
| Embree Financial Group | 0.72% | Add +1.6% | 79,261 | $3.8M |
| Valley National Advisers Inc. | 0.56% | Reduce -0.8% | 79,238 | $3.8M |
| Guerra Pan Advisors, LLC | 3.14% | Add +46.8% | 79,156 | $3.8M |
| Upper Left Wealth Management, LLC | 3.40% | Reduce -3.4% | 79,131 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.57% | Reduce -10.0% | 78,950 | $3.7M |
| Cahill Financial Advisors Inc. | 0.51% | Add +0.1% | 78,269 | $3.7M |
| Diligent Investors, LLC | 0.91% | Reduce -0.9% | 77,686 | $3.7M |
| Mission Wealth Management, LP | 0.10% | Reduce -5.7% | 76,820 | $3.6M |
| Safeguard Financial, LLC | 1.01% | Add +5.6% | 76,249 | $3.6M |
| Atria Investments, Inc | 0.05% | Reduce -2.6% | 75,109 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +244.0% | 74,639 | $3.5M |
| Lodestar Private Asset Management LLC | 0.48% | Add +0.4% | 74,147 | $3.5M |
| JPL Wealth Management, LLC | 1.71% | Add +14.3% | 73,736 | $3.5M |
| Stevens Capital Partners | 1.76% | Add +9.8% | 71,794 | $3.4M |
| Koesten, Hirschmann & Crabtree, INC. | 2.18% | No change | 68,939 | $3.4M |
| Cornerstone Advisors Asset Management, LLC | 0.96% | Reduce -0.0% | 71,249 | $3.4M |
| FF Advisors,LLC | 2.37% | Reduce -0.1% | 70,920 | $3.4M |
| NBT Bank, N.A. | 0.24% | Reduce -0.6% | 70,789 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -12.1% | 70,164 | $3.3M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -6.3% | 69,962 | $3.3M |
| Community Bank, N.A. | 0.44% | Reduce -1.8% | 69,822 | $3.3M |
| American Century Companies Inc. | 0.00% | Add +20.4% | 69,444 | $3.3M |
| Adams Wealth Management | 0.76% | Add +4.2% | 69,143 | $3.3M |
| CacheTech Inc. | 0.76% | — | 69,143 | $3.3M |
| Lido Advisors, LLC | 0.03% | Reduce -7.6% | 68,789 | $3.3M |
| Destination Wealth Management | 0.11% | Reduce -2.0% | 68,493 | $3.3M |
| Comerica Bank | 0.01% | Add +0.5% | 68,019 | $3.2M |
| Capital Insight Partners, LLC | 0.61% | Reduce -0.1% | 67,932 | $3.2M |
| Exchange Capital Management, Inc. | 0.52% | Reduce -13.7% | 67,845 | $3.2M |
| DHJJ Financial Advisors, Ltd. | 1.35% | Reduce -2.6% | 67,568 | $3.2M |
| Outfitters Financial LLC | 2.65% | Add +0.9% | 67,183 | $3.2M |
| Wealth Architects, LLC | 0.39% | No change | 66,612 | $3.2M |
| Creegan & Nassoura Financial Group, LLC | 2.17% | Reduce -0.2% | 66,499 | $3.2M |
| Leisure Capital Management | 1.47% | Reduce -0.8% | 66,415 | $3.2M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -1.1% | 66,228 | $3.1M |
| Sunburst Financial Group, LLC | 0.85% | Reduce -2.5% | 65,886 | $3.1M |
| Carmichael Hill & Associates, Inc. | 1.25% | Reduce -0.0% | 64,967 | $3.1M |
| Debussy Capital Management LP | 0.88% | Add +4.5% | 64,913 | $3.1M |
| IHT Wealth Management, LLC | 0.11% | Add +2.1% | 63,526 | $3.0M |
| Elser Financial Planning, Inc | 0.50% | — | 62,837 | $3.0M |
| Petra Financial Advisors Inc. | 2.14% | Add +2.0% | 62,768 | $3.0M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -11.5% | 62,323 | $3.0M |
| Harbor Group, Inc. | 0.75% | Reduce -0.9% | 62,050 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | New | 61,245 | $2.9M |
| Paces Ferry Wealth Advisors, LLC | 1.75% | Reduce -3.7% | 61,054 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +704.2% | 60,920 | $2.9M |
| Citadel Advisors | 0.00% | Add +363.5% | 60,483 | $2.9M |
| Next Capital Management LLC | 1.20% | Add +14.0% | 60,056 | $2.8M |
| Broadleaf Partners, LLC | 0.69% | Add +0.8% | 59,957 | $2.8M |
| Sensible Money, LLC | 1.38% | Reduce -3.6% | 59,475 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -4.0% | 59,299 | $2.8M |
| Smithbridge Asset Management Inc. | 0.58% | Add +0.7% | 58,583 | $2.8M |
| Vision Capital Management, Inc. | 0.41% | Reduce -0.7% | 58,554 | $2.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -5.0% | 58,539 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -4.3% | 58,387 | $2.8M |
| Element Wealth, LLC | 1.54% | Reduce -0.6% | 57,738 | $2.7M |
| Valmark Advisers, Inc. | 0.05% | Reduce -54.5% | 57,575 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -0.5% | 54,530 | $2.7M |
| Gleason Group, Inc. | 0.55% | Add +0.7% | 57,315 | $2.7M |
| Phillips Financial Management, LLC | 0.22% | Add +5.0% | 56,696 | $2.7M |
| Larson Financial Group LLC | 0.18% | Add +1.2% | 56,554 | $2.7M |
| Sculati Wealth Management, LLC | 1.14% | Reduce -51.9% | 56,111 | $2.7M |
| Arcataur Capital Management LLC | 0.94% | Reduce -0.6% | 55,617 | $2.6M |
| Providence First Trust Co | 1.18% | No change | 55,341 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.2% | 55,049 | $2.6M |
| EWG Elevate Inc. | 0.95% | Add +0.6% | 55,084 | $2.6M |
| Family Firm, Inc. | 0.58% | Add +0.1% | 54,562 | $2.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +13.3% | 54,233 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | New | 54,084 | $2.6M |
| Garrison Asset Management, LLC | 1.35% | Reduce -0.0% | 54,009 | $2.6M |
| Bensler, LLC | 0.34% | Reduce -12.6% | 53,814 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +23.3% | 52,828 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.28% | Add +1.1% | 52,512 | $2.5M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -3.8% | 52,365 | $2.5M |
| WealthShield Partners, LLC | 0.38% | Add +1.1% | 52,112 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.1% | 52,215 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -1.7% | 51,631 | $2.4M |
| Alpha Omega Wealth Management LLC | 0.47% | Reduce -0.0% | 51,621 | $2.4M |
| Blair William & Co. | 0.01% | Add +12.4% | 50,942 | $2.4M |
| Revolve Wealth Partners, LLC | 0.40% | Add +0.8% | 50,834 | $2.4M |
| Everhart Financial Group, Inc. | 0.62% | Reduce -0.7% | 50,107 | $2.4M |
| Citizens Financial Group Inc. | 0.05% | Add +2.2% | 49,561 | $2.4M |
| McAdam, LLC | 0.14% | Reduce -1.1% | 49,640 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +142.3% | 49,336 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 1.20% | Reduce -3.6% | 49,314 | $2.3M |
| Transform Wealth, LLC | 0.18% | Add +20.4% | 49,067 | $2.3M |
| Triangle Securities Wealth Management | 0.66% | Add +0.6% | 48,958 | $2.3M |
| Investors Research Corp | 0.54% | Reduce -1.8% | 48,421 | $2.3M |
| Foster Group, Inc. | 0.09% | Reduce -6.5% | 48,138 | $2.3M |
| Von Berge Wealth Management Group, LLC | 1.45% | Reduce -0.1% | 48,460 | $2.3M |
| AQR Capital Management | 0.00% | New | 47,955 | $2.3M |
| Berkshire Asset Management LLC | 0.11% | Add +0.7% | 47,068 | $2.2M |
| MADDEN SECURITIES Corp | 0.98% | Reduce -13.3% | 46,667 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 46,660 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -4.7% | 46,666 | $2.2M |
| Lee Financial Co | 0.36% | Add +3.8% | 46,429 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.37% | Reduce -4.6% | 46,571 | $2.2M |
| HC Advisors, LLC | 2.03% | Reduce -3.0% | 46,480 | $2.2M |
| AdvisorNet Financial, Inc | 0.20% | Reduce -3.1% | 46,387 | $2.2M |
| Caprock Group, LLC | 0.09% | Add +435.6% | 46,071 | $2.2M |
| Liberty Capital Management, Inc. | 0.51% | Add +3.9% | 45,602 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -11.6% | 45,401 | $2.2M |
| Centerpoint Advisors, LLC | 0.77% | No change | 45,000 | $2.1M |
| Values Added Financial LLC | 1.49% | Add +8.0% | 43,445 | $2.1M |
| Clayton Financial Group LLC | 0.89% | Add +4.6% | 41,640 | $2.1M |
| Boltwood Capital Management | 0.64% | Reduce -3.3% | 42,903 | $2.0M |
| Moller Wealth Partners | 0.54% | Reduce -1.5% | 42,810 | $2.0M |
| Independent Solutions Wealth Management, LLC | 0.46% | Add +0.5% | 42,660 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Add +1.4% | 41,622 | $2.0M |
| Dakota Wealth Management | 0.05% | Reduce -12.3% | 41,676 | $2.0M |
| C M Bidwell & Associates Ltd. | 1.31% | Add +0.2% | 41,367 | $2.0M |
| Northeast Financial Group, Inc. | 0.84% | Reduce -2.5% | 41,258 | $2.0M |
| Wealth Group Ltd | 0.59% | Reduce -1.1% | 41,172 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.29% | Reduce -3.0% | 41,057 | $1.9M |
| Bogart Wealth, LLC | 0.10% | Reduce -0.1% | 40,669 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +0.8% | 40,203 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +7.8% | 40,080 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.69% | Add +15.1% | 39,999 | $1.9M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -22.2% | 39,789 | $1.9M |
| American Investment Services, Inc. | 0.33% | Reduce -0.3% | 39,241 | $1.9M |
| Csenge Advisory Group | 0.11% | Add +9.8% | 39,113 | $1.9M |
| Breed's Hill Capital LLC | 1.62% | No change | 38,628 | $1.8M |
| Janiczek Wealth Management, LLC | 0.38% | Reduce -89.5% | 38,459 | $1.8M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -7.2% | 38,536 | $1.8M |
| Callan Capital, LLC | 0.15% | Reduce -0.1% | 38,315 | $1.8M |
| Whelan Financial | 0.80% | Reduce -0.0% | 37,972 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.4% | 37,899 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.4% | 37,899 | $1.8M |
| Bailard, Inc. | 0.05% | Reduce -5.7% | 37,608 | $1.8M |
| Compass Advisory Group LLC | 0.78% | Reduce -1.7% | 36,664 | $1.7M |
| Aspen Investment Management Inc | 0.87% | Add +0.8% | 36,752 | $1.7M |
| Hanseatic Management Services Inc. | 2.59% | Reduce -4.6% | 36,423 | $1.7M |
| SWS Partners | 0.51% | Reduce -7.7% | 35,960 | $1.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.6% | 35,273 | $1.7M |
| Venture Visionary Partners LLC | 0.08% | Reduce -0.0% | 35,137 | $1.7M |
| Duncker Streett & Co. Inc. | 0.32% | Reduce -0.7% | 34,540 | $1.6M |
| Krilogy Financial LLC | 0.12% | Reduce -5.6% | 34,521 | $1.6M |
| Oakwell Private Wealth Management, LLC | 0.46% | Reduce -0.2% | 34,503 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.36% | Add +4.9% | 34,334 | $1.6M |
| Firestone Capital Management | 0.44% | Add +4.6% | 34,013 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -8.5% | 33,436 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.54% | Add +0.3% | 33,225 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +9.4% | 33,009 | $1.6M |
| Abound Wealth Management | 0.58% | Reduce -1.9% | 32,999 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.5% | 32,748 | $1.6M |
| Barden Capital Management, Inc. | 1.44% | Reduce -0.9% | 32,218 | $1.5M |
| Capital Analysts, LLC | 0.07% | Add +18.1% | 32,149 | $1.5M |
| LTG Capital LLC | 1.38% | Add +0.2% | 32,134 | $1.5M |
| CRA Financial Services, LLC | 0.31% | Reduce -6.0% | 32,090 | $1.5M |
| Northwest Capital Management Inc | 0.55% | Add +109.4% | 31,920 | $1.5M |
| Arcadia Investment Advisors LLC | 0.86% | Reduce -1.1% | 31,839 | $1.5M |
| West Paces Advisors Inc. | 0.39% | No change | 31,779 | $1.5M |
| Aspen Grove Capital, LLC | 0.35% | No change | 31,611 | $1.5M |
| Spinnaker Investment Group, LLC | 0.41% | Reduce -3.9% | 31,183 | $1.5M |
| Financial Advisors, LLC | 0.30% | No change | 31,172 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -4.8% | 31,084 | $1.5M |
| Cape Investment Advisory, Inc. | 0.66% | Reduce -4.0% | 30,970 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Reduce -1.0% | 30,826 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +52.6% | 30,671 | $1.5M |
| Donaldson Capital Management, LLC | 0.06% | Add +63.9% | 30,355 | $1.4M |
| Brighton Jones LLC | 0.05% | Add +1.7% | 30,095 | $1.4M |
| Guardian Financial Partners, LLC | 0.95% | Add +6.5% | 30,061 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Add +4.0% | 29,939 | $1.4M |
| Milestone Investment Advisors LLC | 0.37% | Reduce -0.2% | 29,450 | $1.4M |
| Greenhouse Wealth Management, LLC | 1.02% | Reduce -0.2% | 29,306 | $1.4M |
| Fonville Wealth Management LLC | 0.55% | Reduce -7.0% | 28,959 | $1.4M |
| Elm Partners Management LLC | 0.10% | Add +100.4% | 28,787 | $1.4M |
| Allen Capital Group, LLC | 0.19% | Add +6.6% | 28,661 | $1.4M |
| Paulson Wealth Management Inc. | 0.40% | Reduce -15.8% | 28,624 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 28,665 | $1.4M |
| Ironwood Wealth Management, LLC. | 0.44% | Add +1.6% | 28,491 | $1.4M |
| Sage Investment Advisers LLC | 1.52% | Add +0.6% | 28,348 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.60% | Reduce -2.2% | 28,230 | $1.3M |
| Cedar Wealth Management, LLC | 0.43% | Reduce -48.9% | 28,171 | $1.3M |
| Omega Financial Group, LLC | 0.54% | Reduce -0.1% | 27,876 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -0.7% | 27,804 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +3.3% | 27,742 | $1.3M |
| Cambridge Advisors Inc. | 0.31% | Add +0.9% | 27,673 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | No change | 27,522 | $1.3M |
| ARK & TLK Investments, LLC | 0.49% | No change | 27,590 | $1.3M |
| BCK Partners, Inc. | 0.68% | Reduce -3.5% | 27,566 | $1.3M |
| PFG Advisors | 0.09% | Add +13.7% | 27,535 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +4.4% | 27,498 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.73% | Reduce -16.2% | 27,317 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +6.3% | 27,472 | $1.3M |
| Collective Family Office LLC | 0.38% | Add +0.4% | 27,203 | $1.3M |
| Joseph Group Capital Management | 0.67% | Reduce -3.1% | 27,200 | $1.3M |
| Savvy Advisors, Inc. | 0.42% | Add +1.2% | 27,108 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.1% | 27,090 | $1.3M |
| Armor Investment Advisors, LLC | 0.59% | Reduce -0.6% | 27,019 | $1.3M |
| Wisconsin Capital Management LLC | 0.65% | No change | 27,000 | $1.3M |
| Crescent Sterling, Ltd. | 1.22% | Reduce -2.8% | 26,740 | $1.3M |
| Passive Capital Management, LLC. | 0.47% | Reduce -0.1% | 26,654 | $1.3M |
| Opus Capital Group, LLC | 0.18% | Add +1.7% | 26,280 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +2.5% | 26,048 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.27% | Reduce -4.1% | 25,989 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Reduce -3.8% | 25,810 | $1.2M |
| Summit Place Financial Advisors, LLC | 0.72% | Reduce -5.0% | 25,770 | $1.2M |
| Econ Financial Services Corp | 0.75% | Add +2.1% | 25,626 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.7% | 25,411 | $1.2M |
| Belpointe Asset Management LLC | 0.08% | New | 25,320 | $1.2M |
| Great Waters Wealth Management | 0.18% | Reduce -2.3% | 25,199 | $1.2M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -1.3% | 24,858 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -6.4% | 24,684 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.89% | Add +11.2% | 24,601 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -7.3% | 24,500 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Add +0.4% | 24,374 | $1.2M |
| Sprinkle Financial Consultants LLC | 0.91% | Add +18.2% | 24,318 | $1.2M |
| Laraway Financial Advisors Inc | 0.98% | Add +2.4% | 24,204 | $1.1M |
| Private Capital Management LLC | 0.23% | Reduce -3.7% | 24,128 | $1.1M |
| Hengehold Capital Management LLC | 0.12% | Add +0.8% | 24,053 | $1.1M |
| TPG Advisors LLC | 0.97% | — | 24,016 | $1.1M |
| Custos Family Office, LLC | 0.45% | New | 24,003 | $1.1M |
| Cynosure Group, LLC | 0.18% | Add +43.6% | 23,888 | $1.1M |
| Smith Thornton Advisors LLC | 0.83% | — | 23,850 | $1.1M |
| Blossom Wealth Management | 2.44% | Add +7.1% | 23,638 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.65% | Reduce -0.6% | 23,614 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.41% | Reduce -12.3% | 23,572 | $1.1M |
| Pillar Wealth Advisors, LLC | 1.34% | Reduce -7.4% | 23,456 | $1.1M |
| Summit Asset Management, LLC | 0.13% | Reduce -0.1% | 23,289 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -2.5% | 22,924 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.3% | 22,919 | $1.1M |
| Patten & Patten Inc. | 0.08% | Add +40.9% | 22,724 | $1.1M |
| Warwick Investment Management, Inc. | 0.25% | Reduce -2.8% | 22,696 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +74.4% | 22,696 | $1.1M |
| Oldfather Financial Services, LLC | 0.44% | Reduce -0.3% | 22,577 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +10.5% | 22,561 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -9.8% | 22,516 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +25.4% | 22,473 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -12.2% | 22,391 | $1.1M |
| Gradient Capital Advisors, LLC | 0.38% | Reduce -0.5% | 22,384 | $1.1M |
| Vise Technologies, Inc. | 0.19% | Add +4.7% | 22,382 | $1.1M |
| Family Investment Center, Inc. | 0.32% | Reduce -13.9% | 22,336 | $1.1M |
| Nicollet Investment Management, Inc. | 0.40% | Reduce -1.9% | 22,328 | $1.1M |
| Mengis Capital Management, Inc. | 0.21% | Reduce -7.2% | 22,192 | $1.1M |
| Advisor OS, LLC | 0.12% | Add +0.1% | 22,156 | $1.1M |
| MilWealth Group LLC | 0.33% | No change | 21,763 | $1.0M |
| Ironwood Financial, llc | 0.23% | Reduce -0.9% | 21,333 | $1.0M |
| Strategic Financial Concepts, LLC | 0.58% | Add +3222.1% | 2,263,925 | $997K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -23.0% | 20,929 | $995K |
| Rede Wealth, LLC | 0.91% | Add +3.3% | 20,896 | $992K |
| Wiser Advisor Group LLC | 1.56% | Reduce -1.4% | 20,862 | $990K |
| Red Tortoise LLC | 0.54% | Reduce -1.2% | 20,817 | $988K |
| Axiom Advisory, LLC | 0.01% | New | 20,650 | $979K |
| Oarsman Capital, Inc. | 0.21% | Reduce -4.4% | 20,407 | $968K |
| BLB&B Advisors, LLC | 0.05% | Reduce -7.1% | 20,383 | $967K |
| Claro Advisors Inc. | 0.15% | Add +5.9% | 20,330 | $965K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.53% | Reduce -5.8% | 20,318 | $964K |
| Summit Financial, LLC | 0.04% | Add +157.0% | 20,226 | $963K |
| Wooster Corthell Wealth Management, Inc. | 0.22% | Reduce -0.7% | 20,226 | $960K |
| Hilltop Partners LLC | 0.35% | Reduce -10.5% | 20,116 | $954K |
| Eley Financial Management, Inc | 0.40% | Reduce -2.3% | 19,952 | $947K |
| Mendel Capital Management LLC | 0.61% | Add +1.7% | 19,763 | $938K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.8% | 19,688 | $934K |
| GHP Investment Advisors, Inc. | 0.05% | Add +2.3% | 19,662 | $933K |
| Virtue Capital Management, LLC | 0.16% | Reduce -9.2% | 18,299 | $933K |
| Kades & Cheifetz LLC | 0.59% | Add +5.0% | 19,645 | $932K |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -0.1% | 19,638 | $932K |
| Cooper Financial Group | 0.14% | Add +0.5% | 19,579 | $929K |
| Regal Investment Advisors LLC | 0.06% | Add +10.7% | 19,336 | $917K |
| Strategic Investment Solutions, Inc. | 0.29% | — | 12,046 | $906K |
| Elevation Wealth Partners, LLC | 0.43% | Reduce -0.1% | 19,057 | $904K |
| Cozad Asset Management Inc. | 0.09% | No change | 19,004 | $902K |
| Bristlecone Advisors, LLC | 0.08% | Add +4.3% | 18,917 | $898K |
| Market Street Wealth Management Advisors LLC | 0.15% | No change | 18,900 | $897K |
| MBL Wealth, LLC | 0.10% | Reduce -0.1% | 18,850 | $894K |
| Plancorp, LLC | 0.04% | Add +1.8% | 18,776 | $891K |
| Clear Point Advisors Inc. | 0.72% | No change | 18,355 | $871K |
| Roberts Wealth Advisors, LLC | 0.30% | No change | 18,518 | $870K |
| Litman Gregory Wealth Management LLC | 0.08% | No change | 18,319 | $869K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -0.5% | 18,031 | $856K |
| Holderness Investments Co. | 0.20% | Add +5.0% | 17,965 | $852K |
| FinDec Wealth Services, Inc. | 0.54% | Reduce -2.3% | 17,929 | $851K |
| S.A. Mason LLC | 0.48% | Add +6.8% | 17,824 | $846K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -8.6% | 17,800 | $845K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -70.7% | 17,727 | $844K |
| Voisard Asset Management Group, Inc. | 0.41% | Reduce -1.4% | 17,774 | $843K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.1% | 17,665 | $838K |
| Fulcrum Equity Management | 0.75% | Add +114.6% | 17,556 | $833K |
| Harbour Investments, Inc. | 0.03% | Reduce -4.5% | 17,521 | $831K |
| Roundview Capital LLC | 0.07% | Reduce -9.5% | 17,515 | $831K |
| Avantax Planning Partners, Inc. | 0.03% | Add +4.1% | 17,370 | $824K |
| Facet Wealth, Inc. | 0.03% | Add +28.8% | 16,127 | $824K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -3.7% | 17,273 | $820K |
| Renaissance Technologies | 0.00% | Reduce -8.6% | 17,100 | $811K |
| Index Fund Advisors, Inc. | 0.05% | Reduce -2.3% | 17,000 | $807K |
| Tempus Wealth Planning, LLC | 0.33% | Add +2.6% | 16,821 | $798K |
| Paradigm, Strategies in Wealth Management, LLC | 0.49% | Reduce -3.0% | 16,793 | $797K |
| WealthPLAN Partners, LLC | 0.08% | Add +0.0% | 16,525 | $784K |
| Coastwise Capital Group, LLC | 0.75% | Reduce -11.6% | 16,435 | $780K |
| Lowery Thomas, LLC | 0.57% | Add +0.2% | 16,342 | $775K |
| Madison Wealth Partners, Inc | 0.26% | Add +6.5% | 15,875 | $753K |
| Ieq Capital, LLC | 0.01% | Add +171.9% | 15,796 | $750K |
| AlphaCore Capital LLC | 0.18% | Add +14.0% | 15,715 | $748K |
| Aspire Capital Advisors LLC | 0.24% | Reduce -2.7% | 15,679 | $744K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.29% | Reduce -2.1% | 14,517 | $742K |
| Bond & Devick Financial Network, Inc. | 0.40% | No change | 15,561 | $738K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 15,478 | $737K |
| World Investment Advisors | 0.05% | Reduce -3.3% | 15,519 | $736K |
| Columbia Advisory Partners LLC | 0.72% | Reduce -37.5% | 15,498 | $735K |
| Twele Capital Management, Inc. | 0.17% | Reduce -1.3% | 15,375 | $730K |
| Advisory Services Network, LLC | 0.02% | Add +5.7% | 15,361 | $729K |
| Mainstay Capital Management LLC | 0.13% | Reduce -52.9% | 15,162 | $719K |
| Prosperity Wealth Management, Inc. | 0.35% | Reduce -37.0% | 15,085 | $716K |
| StoneX Group Inc. | 0.06% | Reduce -1.4% | 14,983 | $713K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -3.4% | 15,004 | $712K |
| Glass Jacobson Investment Advisors llc | 0.26% | Add +11.7% | 14,983 | $711K |
| Strategic Equity Management | 0.46% | Add +70.9% | 14,978 | $711K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +1.7% | 14,960 | $710K |
| Bluespring Wealth Management, LLC | 0.08% | Reduce -8.4% | 14,884 | $709K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.1% | 13,888 | $709K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 14,898 | $707K |
| Fca Corp. | 0.23% | Add +7.8% | 14,861 | $705K |
| LifePlan Financial, LLC | 0.65% | Add +2.5% | 14,835 | $704K |
| Signaturefd, LLC | 0.01% | Reduce -4.4% | 14,816 | $703K |
| Citigroup Inc. | 0.00% | Add +198.0% | 14,791 | $702K |
| Pegasus Asset Management, Inc. | 0.22% | Reduce -3.2% | 14,783 | $701K |
| CAP Partners, LLC | 0.57% | Reduce -6.3% | 14,687 | $697K |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.1% | 14,661 | $696K |
| Nemes Rush Group LLC | 0.10% | Add +0.6% | 14,588 | $692K |
| CVA Family Office, LLC | 0.12% | Reduce -20.2% | 14,497 | $688K |
| Asset Planning Services Inc. /La/ | 0.36% | Add +6.0% | 14,446 | $685K |
| Burkett Financial Services, LLC | 0.35% | Reduce -1.5% | 14,190 | $673K |
| Natixis Advisors, LLC | 0.00% | Add +33.1% | 14,109 | $669K |
| Evermay Wealth Management LLC | 0.11% | Reduce -3.5% | 14,019 | $667K |
| Clearview Wealth Advisors LLC | 0.58% | New | 13,984 | $664K |
| Synovus Financial Corp. | 0.01% | Add +26.9% | 13,928 | $661K |
| FSM Wealth Advisors, LLC | 0.22% | Add +0.0% | 13,684 | $649K |
| Leverty Financial Group, LLC | 0.38% | Add +25.4% | 13,538 | $642K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.8% | 13,531 | $642K |
| Arrowroot Family Office, LLC | 0.41% | Add +2.1% | 13,502 | $641K |
| Baldwin Investment Management, LLC | 0.09% | Reduce -11.5% | 13,481 | $640K |
| Prudential Financial Inc. | 0.00% | Add +5.0% | 13,337 | $633K |
| Quadcap Wealth Management, LLC | 0.11% | Add +8.0% | 13,093 | $621K |
| United Advisor Group, LLC | 0.19% | Reduce -20.3% | 13,064 | $620K |
| Cooksen Wealth, LLC | 0.62% | Reduce -2.7% | 13,006 | $617K |
| Pacific Sage Partners, LLC | 0.15% | Reduce -90.3% | 13,001 | $617K |
| Wedmont Private Capital | 0.04% | New | 12,380 | $612K |
| Luminvest Wealth Management LLC | 0.29% | No change | 12,888 | $612K |
| Davidson Trust Co. | 0.42% | Reduce -7.6% | 12,794 | $607K |
| Integral Investment Advisors, Inc. | 0.22% | Add +75.1% | 12,782 | $604K |
| DHK Financial Advisors, Inc. | 0.41% | Reduce -23.1% | 12,398 | $590K |
| Clear Investment Research, LLC | 0.76% | Add +0.0% | 12,297 | $583K |
| AE Wealth Management LLC | 0.01% | Add +19.0% | 12,269 | $582K |
| Roger Wittlin Investment Advisory, LLC | 0.37% | Reduce -28.4% | 12,229 | $580K |
| Acropolis Investment Management, LLC | 0.04% | No change | 12,198 | $579K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -5.0% | 12,144 | $576K |
| John W. Brooker & Co., CPAs | 0.29% | No change | 12,144 | $576K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -44.8% | 12,118 | $575K |
| Legacy Bridge, LLC | 0.34% | No change | 12,080 | $573K |
| Madden Advisory Services, Inc. | 0.29% | Reduce -1.1% | 12,076 | $573K |
| Weaver Capital Management LLC | 0.18% | Add +1.9% | 12,034 | $571K |
| One Capital Management, LLC | 0.02% | Reduce -6.3% | 11,990 | $569K |
| Kelleher Financial Advisors | 0.23% | No change | 11,924 | $566K |
| Diversify Advisory Services, LLC | 0.03% | New | 12,011 | $564K |
| Myecfo, LLC | 0.32% | Add +20.3% | 11,871 | $563K |
| Pacific Sun Financial Corp | 0.33% | Reduce -5.1% | 11,830 | $561K |
| Waterloo Capital, L.P. | 0.07% | Add +0.7% | 11,802 | $560K |
| Acas, LLC | 0.49% | Reduce -4.2% | 10,875 | $559K |
| Finer Wealth Management, Inc. | 0.36% | Add +99.7% | 11,777 | $559K |
| Zhang Financial LLC | 0.04% | Add +74.7% | 11,774 | $559K |
| Warner Financial, Inc. | 0.27% | Add +13.4% | 11,723 | $556K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -5.2% | 11,617 | $551K |
| Formidable Asset Management, LLC | 0.09% | New | 11,548 | $548K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -0.4% | 11,542 | $548K |
| Forte Capital LLC | 0.07% | Reduce -5.2% | 11,541 | $548K |
| Hendershot Investments Inc. | 0.08% | Add +1.9% | 11,518 | $547K |
| Bigelow Investment Advisors, LLC | 0.26% | No change | 11,474 | $544K |
| Money Concepts Capital Corp. | 0.05% | Reduce -16.6% | 11,459 | $544K |
| Creative Financial Designs Inc. | 0.05% | Reduce -6.9% | 11,456 | $543K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -13.4% | 11,446 | $543K |
| Acorn Wealth Advisors, LLC | 0.27% | Reduce -6.4% | 11,415 | $542K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -3.1% | 11,296 | $536K |
| Dechtman Wealth Management, LLC | 0.12% | No change | 11,272 | $535K |
| Condor Capital Management | 0.05% | Reduce -0.6% | 11,172 | $530K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -8.4% | 11,044 | $524K |
| Mitchell Capital Management Co. | 0.09% | Reduce -14.6% | 11,023 | $523K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -0.1% | 11,010 | $522K |
| Mgo One Seven LLC | 0.02% | Add +24.7% | 10,989 | $521K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +69.0% | 10,961 | $520K |
| Long Island Wealth Management, Inc. | 0.36% | Reduce -0.0% | 10,895 | $517K |
| Capital Advantage, Inc. | 0.11% | Add +0.1% | 10,926 | $516K |
| Howe & Rusling Inc. | 0.05% | Reduce -8.9% | 10,818 | $513K |
| Moneco Advisors, LLC | 0.08% | Reduce -14.7% | 10,801 | $513K |
| Berkeley, Inc | 0.32% | Reduce -47.1% | 10,755 | $510K |
| Parsons Capital Management Inc. | 0.03% | Reduce -11.8% | 10,725 | $509K |
| Choreo, LLC | 0.01% | Reduce -3.2% | 10,799 | $508K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -7.5% | 10,710 | $508K |
| Glassman Wealth Services | 0.09% | Add +4241.1% | 10,679 | $507K |
| Cornerstone Wealth Advisors, Inc. | 0.15% | Reduce -2.8% | 10,665 | $506K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -4.5% | 10,649 | $505K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.1% | 10,636 | $504K |
| Park Avenue Securities LLC | 0.01% | Add +9.1% | 10,630 | $504K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -1.1% | 10,580 | $502K |
| Altfest L J & Co. Inc. | 0.07% | Add +2.9% | 10,579 | $502K |
| Keel Point, LLC | 0.05% | New | 10,357 | $501K |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.6% | 10,540 | $500K |
| Aptus Capital Advisors, LLC | 0.01% | Add +8.9% | 10,450 | $496K |
| Triton Wealth Management, PLLC | 0.29% | Reduce -6.3% | 9,616 | $491K |
| Meridian Wealth Partners, LLC | 0.09% | Reduce -5.8% | 10,306 | $489K |
| Vanguard Group Inc. | 0.00% | Add +14.6% | 10,253 | $487K |
| Townsend Asset Management Corp. /NC/ | 0.19% | No change | 10,235 | $486K |
| Addison Capital Co | 0.21% | Add +8.4% | 10,151 | $482K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 10,117 | $480K |
| BNC Wealth Management, LLC | 0.18% | Reduce -12.7% | 10,027 | $476K |
| Aire Advisors, LLC | 0.11% | No change | 10,000 | $475K |
| Sage Rhino Capital LLC | 0.11% | No change | 9,958 | $472K |
| ICONIQ Capital, LLC | 0.01% | New | 9,916 | $471K |
| Clarity Capital Advisors, LLC | 0.36% | No change | 9,809 | $465K |
| Tiemann Investment Advisors, LLC | 0.21% | No change | 9,776 | $464K |
| Bluestem Financial Advisors, LLC | 0.23% | Reduce -4.7% | 9,769 | $464K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.3% | 9,671 | $459K |
| Planning Directions Inc. | 0.31% | Add +5.7% | 9,660 | $458K |
| Abacus Planning Group, Inc. | 0.09% | Add +3.8% | 9,621 | $457K |
| Fisher Asset Management | 0.00% | Add +57.9% | 9,577 | $454K |
| Rock Point Advisors, LLC | 0.14% | Add +1.0% | 9,508 | $451K |
| Arete Wealth Advisors, LLC | 0.04% | New | 9,536 | $450K |
| Asset Advisors Investment Management, LLC | 0.05% | Reduce -91.7% | 9,417 | $447K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 9,379 | $445K |
| Red Door Wealth Management, LLC | 0.08% | Add +1.2% | 9,354 | $444K |
| Stockman Wealth Management, Inc. | 0.08% | Add +10.0% | 9,307 | $442K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -14.9% | 9,230 | $439K |
| West Oak Capital, LLC | 0.18% | Reduce -4.4% | 9,187 | $436K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Reduce -5.8% | 9,184 | $436K |
| Ellevest, Inc. | 0.03% | Add +13.6% | 9,167 | $435K |
| Curtis Advisory Group, LLC | 0.15% | Add +4.2% | 9,077 | $431K |
| Client 1ST Advisory Group, LLC | 0.19% | Reduce -9.6% | 9,060 | $430K |
| Waterfront Wealth Inc. | 0.12% | No change | 9,052 | $430K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.3% | 9,052 | $429K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 9,041 | $429K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -0.6% | 8,966 | $425K |
| Forefront Analytics, LLC | 0.20% | Reduce -14.1% | 8,951 | $425K |
| Tranquility Partners, LLC | 0.16% | Reduce -0.8% | 8,893 | $422K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | New | 8,854 | $422K |
| Tudor Investment Corporation | 0.00% | New | 8,729 | $414K |
| Lynx Investment Advisory | 0.31% | — | 8,711 | $413K |
| Trellis Wealth Advisors LLC | 0.23% | No change | 8,708 | $413K |
| Evanson Asset Management, LLC | 0.03% | No change | 8,657 | $411K |
| Criterion Capital Advisors, LLC | 0.26% | Reduce -4.6% | 8,637 | $410K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.0% | 8,634 | $410K |
| BIP Wealth, LLC | 0.03% | Add +1.5% | 8,633 | $410K |
| Carret Asset Management, LLC | 0.05% | Add +1.2% | 8,618 | $409K |
| Heritage Trust Co | 0.05% | No change | 8,600 | $408K |
| Evensky & Katz LLC | 0.03% | Add +0.3% | 8,609 | $408K |
| Ruggaard & Associates LLC | 0.19% | No change | 8,563 | $406K |
| Westmount Partners, LLC | 0.13% | Reduce -18.8% | 8,632 | $406K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +2.2% | 8,554 | $406K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -7.8% | 8,522 | $404K |
| Pine Haven Investment Counsel, Inc | 0.35% | No change | 8,520 | $404K |
| Pure Financial Advisors, LLC | 0.01% | Add +34.9% | 8,520 | $404K |
| Rockbridge Investment Management, LCC | 0.06% | Add +3.5% | 8,515 | $404K |
| Haverford Trust Co | 0.00% | No change | 8,501 | $403K |
| Summit Global Investments | 0.03% | Add +0.2% | 8,420 | $400K |
| MJP Associates Inc. | 0.08% | No change | 8,350 | $396K |
| Chatham Capital Group, Inc. | 0.07% | No change | 8,328 | $395K |
| Signature Resources Capital Management, LLC | 0.33% | Reduce -2.9% | 8,320 | $395K |
| MeadowBrook Investment Advisors LLC | 0.38% | Add +0.4% | 8,307 | $394K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.2% | 8,253 | $392K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -2.5% | 8,249 | $391K |
| FLC Capital Advisors | 0.10% | Add +37.8% | 8,204 | $389K |
| &partners | 0.02% | New | 8,198 | $389K |
| Mirador Capital Partners LP | 0.07% | Reduce -2.2% | 8,142 | $386K |
| Planning Alternatives Ltd. | 0.06% | Reduce -1.6% | 8,101 | $384K |
| Sharkey, Howes & Javer | 0.06% | Reduce -68.8% | 8,069 | $383K |
| Stone Summit Wealth LLC | 0.14% | Reduce -0.4% | 8,023 | $381K |
| Fort Vancouver Investment Management, LLC | 0.37% | — | 8,022 | $381K |
| Evernest Financial Advisors, LLC | 0.17% | Reduce -1.0% | 7,996 | $379K |
| Principal Securities, Inc. | 0.01% | Add +6.1% | 7,950 | $377K |
| Sovereign Financial Group, Inc. | 0.09% | Add +1.8% | 7,908 | $375K |
| Gray Wealth Management Inc. | 0.16% | Reduce -4.6% | 7,821 | $371K |
| Perissos Private Wealth Management, LLC | 0.33% | Reduce -23.4% | 7,805 | $370K |
| Prepared Retirement Institute LLC | 0.25% | No change | 7,797 | $370K |
| Brookstone Capital Management | 0.01% | Add +0.3% | 7,232 | $369K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +0.0% | 7,749 | $369K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -3.1% | 7,759 | $368K |
| First Hawaiian Bank | 0.01% | Reduce -26.3% | 7,740 | $367K |
| Front Row Advisors LLC | 0.13% | Add +4.0% | 7,632 | $363K |
| Skyline Advisors, Inc. | 0.16% | Reduce -0.2% | 7,646 | $363K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 7,600 | $361K |
| Jeppson Wealth Management, LLC | 0.14% | Reduce -13.6% | 7,573 | $359K |
| Principle Wealth Partners LLC | 0.03% | No change | 7,571 | $359K |
| Pennsylvania Capital Management Inc. | 0.14% | No change | 7,551 | $358K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +69.6% | 7,522 | $357K |
| Commerce Bank | 0.00% | Add +20.7% | 7,513 | $356K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -12.5% | 7,471 | $355K |
| Spire Wealth Management | 0.01% | Reduce -72.4% | 7,392 | $351K |
| Composition Wealth, LLC | 0.01% | Reduce -1.3% | 7,372 | $350K |
| Pinnacle Wealth Management, LLC | 0.44% | Add +10.9% | 7,343 | $348K |
| River Wealth Advisors LLC | 0.05% | Add +9.0% | 7,333 | $348K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.8% | 7,297 | $346K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -3.8% | 7,283 | $346K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 7,266 | $345K |
| HUB Investment Partners, LLC | 0.02% | Add +2.4% | 7,257 | $344K |
| Arbor Capital Management Inc. | 0.31% | Add +6.3% | 7,234 | $340K |
| West Coast Financial LLC | 0.04% | No change | 7,150 | $339K |
| Diversify Wealth Management, LLC | 0.04% | — | 7,227 | $339K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -4.2% | 7,136 | $339K |
| RE Dickinson Investment Advisors, LLC | 0.21% | Add +13.6% | 7,126 | $338K |
| Aurora Private Wealth, Inc. | 0.30% | Reduce -4.8% | 7,129 | $338K |
| Kaizen Financial Strategies | 0.21% | Reduce -2.6% | 6,565 | $335K |
| Portside Wealth Group, LLC | 0.06% | New | 7,065 | $335K |
| Independent Advisor Alliance | 0.01% | Reduce -20.8% | 7,007 | $332K |
| Seven Mile Advisory | 0.24% | Reduce -22.2% | 7,000 | $332K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +38.7% | 6,985 | $331K |
| Hardin Capital Partners, LLC | 0.22% | — | 6,971 | $331K |
| Western Wealth Management, LLC | 0.02% | Reduce -29.7% | 6,916 | $328K |
| Sierra Summit Advisors LLC | 0.08% | Reduce -7.1% | 6,906 | $328K |
| Cordant, Inc. | 0.18% | Reduce -9.8% | 6,903 | $328K |
| Adero Partners, LLC | 0.02% | Add +40.5% | 6,870 | $326K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 6,865 | $326K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.3% | 6,719 | $319K |
| Sfmg, LLC | 0.03% | Add +0.2% | 6,714 | $319K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -8.9% | 6,660 | $316K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,647 | $315K |
| ETF Store, Inc. | 0.32% | Reduce -30.0% | 6,633 | $315K |
| Bison Wealth, LLC | 0.05% | No change | 6,351 | $313K |
| Sachetta, LLC | 0.14% | Reduce -5.8% | 6,112 | $312K |
| Sawgrass Asset Management LLC | 0.03% | Add +3.4% | 6,573 | $312K |
| Glaxis Capital Management, LLC | 0.54% | No change | 6,546 | $311K |
| Jentner Corp | 0.10% | Reduce -0.3% | 6,541 | $310K |
| Somerset Group LLC | 0.28% | Add +0.3% | 6,539 | $310K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.5% | 6,535 | $310K |
| Gratus Capital, LLC | 0.01% | No change | 6,505 | $309K |
| Geometric Wealth Advisors | 0.06% | Add +0.7% | 6,469 | $307K |
| Cascade Investment Advisors, Inc. | 0.21% | No change | 6,466 | $307K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +36.5% | 6,461 | $307K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -15.3% | 6,456 | $306K |
| Fiduciary Alliance LLC | 0.05% | Reduce -1.5% | 6,470 | $305K |
| Holistic Financial Partners | 0.15% | No change | 6,421 | $305K |
| Stordahl Capital Management, Inc. | 0.08% | No change | 6,411 | $304K |
| Sendero Wealth Management, LLC | 0.05% | No change | 6,400 | $304K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +4.2% | 6,378 | $303K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -6.9% | 6,407 | $301K |
| Clearstead Trust, LLC | 0.07% | No change | 6,191 | $294K |
| Fagan Associates, Inc. | 0.05% | No change | 6,127 | $291K |
| Sandy Spring Bank | 0.01% | Add +1.7% | 6,091 | $289K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -1.5% | 6,086 | $289K |
| Capital Planning LLC | 0.09% | Add +11.8% | 5,980 | $285K |
| Nottingham Advisors, Inc. | 0.03% | No change | 6,000 | $285K |
| Bowman & Co S.C. | 0.16% | No change | 5,964 | $283K |
| Proffitt & Goodson Inc. | 0.05% | No change | 5,950 | $282K |
| SageView Advisory Group, LLC | 0.02% | Reduce -82.0% | 5,920 | $281K |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 5,892 | $280K |
| RBA Wealth Management, LLC | 0.11% | Add +5.9% | 5,888 | $279K |
| BSW Wealth Partners | 0.05% | Reduce -14.0% | 5,844 | $277K |
| Godshalk Welsh Capital Management, Inc. | 0.18% | No change | 5,800 | $275K |
| Richardson Capital Management LLC | 0.21% | Reduce -0.7% | 5,793 | $275K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 5,774 | $275K |
| Foster & Motley Inc. | 0.02% | Reduce -14.7% | 5,782 | $274K |
| Edge Capital Group, LLC | 0.01% | No change | 5,767 | $274K |
| Camelot Portfolios, LLC | 0.15% | New | 5,725 | $272K |
| Power Wealth Management LLC | 0.13% | New | 5,721 | $271K |
| William Howard & Co Financial Advisors Inc | 0.25% | No change | 5,692 | $270K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.7% | 5,638 | $268K |
| Aspiriant, LLC | 0.01% | Add +2.8% | 5,623 | $267K |
| LifeSteps Financial, Inc. | 0.22% | Add +6.4% | 5,602 | $266K |
| Pioneer Trust Bank N A | 0.07% | No change | 5,600 | $266K |
| Flower City Capital | 0.17% | Reduce -0.1% | 5,578 | $266K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -5.9% | 5,589 | $265K |
| Hexagon Capital Partners LLC | 0.06% | Add +6.1% | 5,521 | $262K |
| Castle Wealth Management LLC | 0.13% | Reduce -1.4% | 5,487 | $261K |
| Wealth Group, Ltd. | 0.19% | Add +32.3% | 5,491 | $261K |
| Alpha Financial Advisors, LLC | 0.13% | Reduce -1.3% | 5,487 | $260K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -39.9% | 5,023 | $259K |
| Vawter Financial, Ltd. | 0.18% | No change | 5,456 | $259K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -3.9% | 5,423 | $257K |
| Laidlaw Wealth Management LLC | 0.14% | Reduce -12.3% | 5,371 | $255K |
| SOL Capital Management CO | 0.03% | Reduce -2.4% | 5,320 | $252K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.6% | 5,290 | $251K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 5,077 | $250K |
| Birchbrook, Inc. | 0.15% | No change | 5,260 | $250K |
| Continuum Advisory, LLC | 0.04% | Reduce -3.7% | 5,222 | $248K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,216 | $247K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -19.8% | 5,193 | $246K |
| MCF Advisors LLC | 0.02% | Add +3.4% | 5,139 | $244K |
| Kathmere Capital Management, LLC | 0.03% | Add +1.0% | 5,107 | $242K |
| Capital Advisors Inc. | 0.01% | Add +15.5% | 5,067 | $240K |
| Asset Allocation Strategies LLC | 0.08% | New | 5,055 | $240K |
| Napatree Capital LLC | 0.19% | No change | 5,035 | $239K |
| First Trust Direct Indexing L.P. | 0.01% | New | 5,028 | $239K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +5.7% | 5,015 | $238K |
| D.B. Root & Company, LLC | 0.08% | Add +10.6% | 4,998 | $237K |
| Crestwood Advisors Group, LLC | 0.00% | Add +1.0% | 4,998 | $237K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 4,809 | $237K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +2.0% | 4,982 | $236K |
| Patrick M Sweeney & Associates, Inc. | 0.19% | Add +6.8% | 4,953 | $235K |
| Goepper Burkhardt LLC | 0.11% | No change | 4,927 | $234K |
| HCR Wealth Advisors | 0.03% | No change | 4,921 | $234K |
| QRG Capital Management, Inc. | 0.00% | Add +10.1% | 4,912 | $233K |
| Modus Advisors, LLC | 0.08% | No change | 4,880 | $232K |
| Cross Staff Investments Inc | 0.19% | Add +0.4% | 4,873 | $231K |
| SignalPoint Asset Management, LLC | 0.06% | New | 4,867 | $231K |
| Mayfair Advisory Group, LLC | 0.16% | Add +1.8% | 4,640 | $229K |
| FineMark National Bank & Trust | 0.01% | Reduce -7.3% | 4,818 | $229K |
| Paragon Capital Management Ltd | 0.04% | Reduce -40.5% | 4,813 | $228K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -36.0% | 4,785 | $227K |
| Bordeaux Wealth Advisors LLC | 0.04% | Add +0.5% | 4,775 | $227K |
| Merit Financial Group, LLC | 0.01% | Reduce -30.6% | 4,749 | $225K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 4,757 | $223K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.5% | 4,680 | $222K |
| Wedgewood Investors Inc. | 0.26% | — | 4,672 | $222K |
| Heirloom Wealth Management | 0.07% | No change | 4,648 | $221K |
| Burton Enright Welch | 0.05% | No change | 4,634 | $220K |
| Builder Investment Group Inc. | 0.06% | Add +0.2% | 4,629 | $220K |
| Accurate Wealth Management, LLC | 0.05% | New | 4,373 | $219K |
| Pring Turner Capital Group Inc. | 0.15% | No change | 4,600 | $218K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 4,598 | $218K |
| Jamison Private Wealth Management, Inc. | 0.04% | Reduce -8.6% | 4,557 | $216K |
| Gainplan LLC | 0.10% | Reduce -1.1% | 4,529 | $215K |
| Fiduciary Group, LLC | 0.02% | Reduce -0.2% | 4,488 | $213K |
| Astoria Portfolio Advisors LLC. | 0.08% | No change | 4,484 | $213K |
| Maia Wealth LLC | 0.06% | — | 4,244 | $213K |
| Columbus Macro, LLC | 0.08% | New | 4,482 | $213K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -16.9% | 4,436 | $210K |
| High Probability Advisors, LLC | 0.04% | No change | 4,420 | $210K |
| Keybank National Association | 0.00% | No change | 4,396 | $209K |
| Diversified, LLC | 0.02% | New | 4,391 | $208K |
| Horizons Wealth Management | 0.17% | Reduce -5.1% | 4,173 | $208K |
| Continuum Wealth Advisors, LLC | 0.11% | Reduce -3.7% | 4,348 | $206K |
| Wrenne Financial Planning LLC | 0.14% | New | 4,332 | $206K |
| Fusion Capital, LLC | 0.09% | Add +2.5% | 4,328 | $205K |
| Peak Financial Management, Inc. | 0.06% | Add +0.4% | 4,327 | $205K |
| Williams Financial, LLC | 0.14% | New | 4,326 | $205K |
| Apriem Advisors | 0.03% | Reduce -5.2% | 4,320 | $205K |
| Obermeyer Wealth Partners | 0.01% | No change | 4,315 | $205K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.2% | 4,300 | $204K |
| Carnegie Investment Counsel | 0.01% | Reduce -7.1% | 4,273 | $203K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +0.5% | 4,271 | $203K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -50.2% | 4,243 | $201K |
| Sebold Capital Management, Inc. | 0.14% | Reduce -8.9% | 4,227 | $201K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -3.1% | 4,227 | $201K |
| Kozak & Associates, Inc. | 0.05% | Add +0.3% | 4,246 | $201K |
| North Star Investment Management Corp. | 0.01% | Reduce -9.8% | 4,182 | $198K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +6.6% | 4,156 | $197K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,805 | $181K |
| Coppell Advisory Solutions LLC | 0.03% | — | 3,728 | $177K |
| Optimum Investment Advisors | 0.08% | Add +1.5% | 3,675 | $174K |
| Silver Oak Securities, Incorporated | 0.03% | Add +2.5% | 3,596 | $171K |
| Elgethun Capital Management | 0.04% | Add +3.0% | 3,572 | $170K |
| Palouse Capital Management, Inc. | 0.11% | Add +2.2% | 3,535 | $168K |
| Granite Investment Partners, LLC | 0.01% | Add +7.7% | 3,502 | $166K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.6% | 3,438 | $163K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -0.4% | 3,320 | $158K |
| Bfsg, LLC | 0.02% | Reduce -1.9% | 3,318 | $157K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,095 | $147K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -3.1% | 3,080 | $146K |
| Aspire Wealth Management Corp | 0.08% | Reduce -71.9% | 3,033 | $144K |
| Robinswood Financial LLC | 0.05% | Add +3974.6% | 2,730 | $130K |
| First Pacific Financial | 0.03% | Reduce -2.8% | 2,710 | $129K |
| Tucker Asset Management LLC | 0.03% | Add +3.4% | 2,591 | $123K |
| Key Financial Inc | 0.03% | No change | 2,482 | $118K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 2,400 | $113K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +128.2% | 2,373 | $113K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -55.2% | 2,283 | $108K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.1% | 2,253 | $107K |
| Ancora Advisors LLC | 0.00% | Reduce -32.9% | 2,240 | $106K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,182 | $104K |
| Thompson Investment Management, Inc. | 0.02% | New | 2,100 | $100K |
| CENTRAL TRUST Co | 0.00% | Add +23.4% | 2,097 | $100K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 2,008 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,080 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,076 | $99K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,063 | $98K |
| Cardinal Strategic Wealth Guidance | 0.03% | New | 2,010 | $95K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 2,004 | $95K |
| First Community Trust NA | 0.08% | Reduce -13.0% | 2,000 | $95K |
| Syntrinsic LLC | 0.03% | No change | 2,000 | $95K |
| UMB Bank, n.a. | 0.00% | Reduce -31.6% | 1,978 | $94K |
| Realta Investment Advisors | 0.02% | Add +25.8% | 1,958 | $93K |
| Planning Capital Management Corp | 0.06% | Add +2.1% | 1,912 | $91K |
| SJS Investment Consulting Inc. | 0.02% | Add +2.2% | 1,855 | $88K |
| Caldwell Trust Co | 0.01% | No change | 1,820 | $86K |
| Smithfield Trust Co | 0.00% | No change | 1,823 | $86K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.1% | 1,791 | $85K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +0.1% | 1,687 | $80K |
| Guardian Wealth Management, Inc. | 0.06% | Reduce -9.2% | 1,631 | $77K |
| Advantage Trust Co | 0.05% | No change | 1,600 | $76K |
| EnRich Financial Partners LLC | 0.03% | Add +4.3% | 1,589 | $75K |
| Mitchell Sinkler & Starr | 0.02% | Add +400.0% | 1,500 | $75K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 1,569 | $74K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,566 | $74K |
| SIMA Wealth Partners, LLC | 0.07% | — | 1,514 | $72K |
| Fairman Group, LLC | 0.07% | No change | 1,484 | $71K |
| Raleigh Capital Management Inc. | 0.03% | No change | 1,427 | $68K |
| Barrett & Company, Inc. | 0.03% | No change | 1,331 | $63K |
| Avion Wealth | 0.02% | Add +802.7% | 1,327 | $62K |
| Painted Porch Advisors LLC | 0.03% | New | 1,276 | $61K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,255 | $60K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,224 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +367.2% | 1,112 | $57K |
| Costello Asset Management, INC | 0.04% | Reduce -2.4% | 1,202 | $57K |
| Cultivar Capital, Inc. | 0.05% | New | 1,200 | $57K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,135 | $54K |
| Evolution Advisers, Inc. | 0.03% | Reduce -41.9% | 1,125 | $53K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.0% | 1,092 | $52K |
| Assetmark, Inc. | 0.00% | New | 1,056 | $50K |
| Grove Bank & Trust | 0.01% | No change | 1,040 | $49K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,016 | $48K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $48K |
| Glenmede Trust Co. NA | 0.00% | No change | 988 | $47K |
| Islay Capital Management, LLC | 0.03% | No change | 980 | $47K |
| Studio Investment Management LLC | 0.01% | Add +3954.2% | 973 | $46K |
| Robbins Farley | 0.02% | Reduce -1.8% | 938 | $45K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 928 | $44K |
| Global Wealth Strategies & Associates | 0.02% | No change | 924 | $44K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -2.4% | 890 | $42K |
| Motco | 0.00% | No change | 882 | $42K |
| McIlrath & Eck, LLC | 0.01% | No change | 842 | $40K |
| First Horizon Advisors, Inc. | 0.00% | No change | 801 | $38K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 794 | $38K |
| Contravisory Investment Management, Inc. | 0.01% | Add +24.4% | 795 | $38K |
| Private Ocean, LLC | 0.00% | Add +212.0% | 780 | $37K |
| WR Wealth Planners, LLC | 0.01% | Reduce -31.8% | 775 | $37K |
| Versant Capital Management, Inc | 0.01% | Reduce -29.5% | 774 | $37K |
| Triad Wealth Partners, LLC | 0.02% | New | 768 | $36K |
| Ridgewood Investments LLC | 0.02% | New | 748 | $35K |
| First Financial Corp. | 0.02% | New | 735 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -58.3% | 730 | $35K |
| PDS Planning, Inc | 0.00% | Reduce -4.1% | 674 | $32K |
| SouthState Bank Corp | 0.00% | New | 650 | $31K |
| Castleview Partners, LLC | 0.02% | Reduce -54.3% | 631 | $30K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +0.2% | 615 | $29K |
| Family Asset Management, LLC | 0.02% | Reduce -22.8% | 611 | $29K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Reduce -36.6% | 590 | $28K |
| Operose Advisors LLC | 0.01% | No change | 545 | $26K |
| Mascoma Wealth Management LLC | 0.01% | No change | 542 | $26K |
| International Assets Investment Management, LLC | 0.00% | New | 542 | $26K |
| Barclays PLC | 0.00% | No change | 536 | $25K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 535 | $25K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 532 | $25K |
| Pacifica Partners Inc. | 0.01% | New | 514 | $24K |
| Fifth Third Bancorp | 0.00% | Reduce -27.5% | 501 | $24K |
| M&R Capital Management Inc. | 0.01% | No change | 499 | $24K |
| Main Street Group, LTD | 0.01% | No change | 495 | $23K |
| TD Capital Management LLC | 0.00% | No change | 477 | $23K |
| American Capital Advisory, LLC | 0.02% | No change | 462 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +82.0% | 455 | $22K |
| Halpern Financial, Inc. | 0.01% | No change | 450 | $21K |
| ORG Partners LLC | 0.00% | New | 442 | $21K |
| Franklin Resources Inc. | 0.00% | No change | 420 | $20K |
| Gradient Investments LLC | 0.00% | Reduce -36.9% | 401 | $19K |
| Tsfg, LLC | 0.00% | No change | 395 | $19K |
| Wagner Wealth Management, LLC | 0.01% | Add +13.0% | 399 | $19K |
| Aspect Partners, LLC | 0.01% | No change | 398 | $19K |
| Global Financial Private Client, LLC | 0.01% | No change | 398 | $19K |
| WFA of San Diego, LLC | 0.02% | — | 398 | $19K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 392 | $19K |
| AlphaMark Advisors, LLC | 0.01% | New | 364 | $17K |
| First Command Advisory Services, Inc. | 0.00% | Add +6.8% | 569 | $17K |
| Rothschild Investment LLC | 0.00% | Add +288.9% | 350 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 344 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -42.7% | 335 | $16K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 326 | $15K |
| Dagco, Inc. | 0.01% | No change | 321 | $15K |
| Dogwood Wealth Management LLC | 0.01% | New | 300 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -9.4% | 299 | $14K |
| BlackRock Inc. | 0.00% | Add +68.0% | 294 | $14K |
| SYM FINANCIAL Corp | 0.00% | Reduce -85.1% | 275 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 262 | $13K |
| Adirondack Trust Co. | 0.01% | No change | 262 | $12K |
| DecisionPoint Financial, LLC | 0.00% | No change | 240 | $12K |
| Tyler-Stone Wealth Management | 0.01% | No change | 255 | $12K |
| ICA Group Wealth Management, LLC | 0.01% | Add +25.0% | 250 | $12K |
| JDM Financial Group LLC | 0.01% | Reduce -19.6% | 250 | $12K |
| Pineridge Advisors LLC | 0.00% | No change | 250 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +116.7% | 234 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -15.1% | 225 | $11K |
| Rise Advisors, LLC | 0.01% | No change | 200 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 200 | $9K |
| GS Investments, Inc. | 0.00% | No change | 200 | $9K |
| NWK Group, Inc. | 0.00% | No change | 196 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +101.0% | 195 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 192 | $9K |
| Bray Capital Advisors | 0.00% | No change | 190 | $9K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -86.7% | 188 | $9K |
| Bokf, NA | 0.00% | No change | 186 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 174 | $8K |
| Horrell Capital Management, Inc. | 0.00% | No change | 176 | $8K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 163 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 148 | $7K |
| Transcendent Capital Group LLC | 0.00% | New | 142 | $7K |
| Archer Investment Corp | 0.00% | Reduce -61.8% | 142 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 140 | $7K |
| Chris Bulman Inc | 0.00% | — | 136 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 119 | $6K |
| Custom Portfolio Group LLC | 0.00% | No change | 140 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $6K |
| WASHINGTON TRUST Co | 0.00% | Reduce -70.6% | 120 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 117 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 100 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -67.7% | 109 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 103 | $5K |
| NFSG Corp | 0.00% | Reduce -85.3% | 102 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 99 | $5K |
| CNB Bank | 0.00% | Reduce -38.0% | 98 | $5K |
| Rice Partnership, LLC | 0.00% | Reduce -42.5% | 96 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 94 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 88 | $4K |
| Providence Capital Advisors, LLC | 0.00% | No change | 80 | $4K |
| Godsey & Gibb, Inc. | 0.00% | No change | 78 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 68 | $3K |
| New Millennium Group LLC | 0.00% | New | 66 | $3K |
| West Branch Capital LLC | 0.00% | No change | 64 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 60 | $3K |
| Arax Advisory Partners | 0.00% | No change | 55 | $3K |
| Albion Financial Group | 0.00% | No change | 50 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 46 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 41 | $2K |
| Hoey Investments, Inc. | 0.00% | Reduce -33.3% | 40 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 38 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 38 | $2K |
| Princeton Global Asset Management LLC | 0.00% | New | 38 | $2K |
| City State Bank | 0.00% | Reduce -50.0% | 37 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 30 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 26 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 25 | $1K |
| Tidemark, LLC | 0.00% | New | 25 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 20 | $970 |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $855 |
| BNP Paribas Financial Markets | 0.00% | New | 16 | $759 |
| Macroview Investment Management LLC | 0.00% | No change | 15 | $698 |
| Founders Financial Alliance, LLC | 0.00% | Reduce -81.6% | 14 | $664 |
| Mendota Financial Group, LLC | 0.00% | No change | 12 | $570 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 8 | $380 |
| Global Trust Asset Management, LLC | 0.00% | No change | 8 | $380 |
| Private Wealth Management Group, LLC | 0.00% | New | 5 | $238 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -97.7% | 2 | $99 |
| Hershey Financial Advisers, LLC | 0.00% | — | 2 | $95 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $95 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $48 |
| Balentine LLC | 0.00% | Reduce -97.9% | 1 | $47 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -66.3% | 142 | $23 |
| Roble, Belko & Company, Inc | 0.00% | Add +50.0% | 9 | $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.