Schwab US Small-Cap ETFSCHAETF
13F holders, Q3 2024 (September 30)1,071holders +19
76new positions
59sold out
3famous investors
$50.04avg. 13F price*
At the end of Q3 2024, 1,071 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 19 from Q2 2024. 76 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.1B), Empower Advisory Group, LLC ($633.4M) and Sei Investments Co. ($377.0M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $68.5M |
| Exits | 59 | $4.2B |
All 13F filers, Q2 2024 → Q3 2024: 8,474,438 shares bought and 95,110,205 shares sold, net −86,635,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,071 holders
| Bank of America Corp. | 0.10% | Add +0.1% | 22,130,398 | $1.1B |
| Empower Advisory Group, LLC | 2.14% | Add +2.9% | 12,298,227 | $633.4M |
| Sei Investments Co. | 0.49% | Reduce -0.5% | 7,320,867 | $377.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.8% | 2,683,418 | $138.2M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +1.5% | 2,626,011 | $133.7M |
| Creative Planning | 0.12% | Reduce -1.4% | 2,333,310 | $120.2M |
| Cerity Partners LLC | 0.26% | Add +16.6% | 2,260,557 | $116.4M |
| Advisory Alpha, LLC | 3.95% | Add +3.3% | 2,159,419 | $111.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.4% | 1,993,825 | $102.7M |
| UBS Group AG | 0.03% | Add +2.5% | 1,776,518 | $91.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.4% | 1,578,689 | $81.3M |
| Mercer Global Advisors Inc. | 0.18% | Add +105.1% | 2,992,324 | $76.4M |
| Mariner, LLC | 0.13% | Add +0.6% | 1,454,287 | $74.9M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.2% | 1,406,613 | $72.4M |
| HighTower Advisors, LLC | 0.10% | Reduce -8.4% | 1,262,250 | $65.1M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,156,039 | $59.5M |
| LPL Financial LLC | 0.03% | Reduce -4.4% | 1,127,132 | $58.0M |
| Marcum Wealth, LLC | 5.30% | Reduce -1.8% | 1,106,494 | $57.0M |
| Savant Capital, LLC | 0.44% | Reduce -7.6% | 1,024,416 | $52.8M |
| Rainey & Randall Wealth Advisors Inc. | 9.20% | Reduce -2.7% | 832,280 | $42.9M |
| Steele Capital Management, Inc. | 2.16% | Add +11.5% | 800,413 | $41.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -59.4% | 722,139 | $37.2M |
| Moneta Group Investment Advisors LLC | 0.53% | Add +105.2% | 1,417,477 | $36.5M |
| Gemmer Asset Management LLC | 3.50% | Add +1.2% | 678,464 | $34.9M |
| Klingenstein Fields & Co. LP | 1.36% | Reduce -4.5% | 663,482 | $34.2M |
| Corient Private Wealth LP | 0.05% | Add +5.7% | 592,191 | $30.3M |
| RKL Wealth Management LLC | 2.71% | Reduce -2.9% | 581,175 | $29.9M |
| Focus Partners Wealth | 0.09% | Add +283.6% | 562,589 | $29.0M |
| Mokosak Advisory Group, LLC | 8.56% | Add +4.5% | 553,921 | $28.5M |
| Summit Financial Strategies, Inc. | 3.20% | Add +6.1% | 552,016 | $28.4M |
| Legacy Wealth Management, LLC | 1.84% | Reduce -1.3% | 550,598 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Add +3.7% | 523,318 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 470,419 | $24.2M |
| Foundations Investment Advisors, LLC | 0.49% | Add +7.7% | 457,446 | $23.6M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -6.3% | 454,470 | $23.4M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 451,539 | $23.3M |
| BlueSky Wealth Advisors, LLC | 3.55% | Add +5.8% | 443,653 | $22.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -3.8% | 440,003 | $22.7M |
| First International Bank & Trust | 7.08% | Reduce -0.8% | 428,713 | $22.1M |
| Kohmann Bosshard Financial Services, LLC | 2.74% | Add +8.7% | 427,902 | $22.0M |
| Noble Family Wealth, LLC | 5.90% | Add +0.9% | 425,920 | $21.9M |
| FIDELIS iM, LLC | 9.82% | Add +3.9% | 420,297 | $21.6M |
| ForthRight Wealth Management, LLC | 6.92% | Add +2.8% | 403,530 | $20.8M |
| Marshall Financial Group Inc. | 6.11% | Reduce -1.2% | 393,032 | $20.2M |
| Cetera Investment Advisers | 0.04% | Add +3.1% | 390,907 | $20.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +225.6% | 705,754 | $19.7M |
| Dynamic Advisor Solutions LLC | 0.59% | Reduce -6.1% | 380,556 | $19.6M |
| Strategic Financial Planning, Inc. | 12.55% | Reduce -3.0% | 368,690 | $19.0M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 368,282 | $19.0M |
| Visionary Wealth Advisors | 1.09% | Reduce -4.2% | 346,554 | $17.8M |
| Jones Financial Companies LLLP | 0.02% | Add +4.8% | 345,774 | $17.8M |
| Sage Financial Group Inc. | 1.43% | Add +0.2% | 340,620 | $17.5M |
| CoreCap Advisors, LLC | 0.82% | New | 339,384 | $17.5M |
| Charles Schwab Trust Co | 1.47% | Add +13.2% | 329,592 | $17.0M |
| Riversedge Advisors, LLC | 3.80% | Add +1.7% | 325,384 | $16.8M |
| MML Investors Services, LLC | 0.06% | Add +1.3% | 322,672 | $16.6M |
| TruNorth Capital Management, LLC | 4.91% | Add +3.4% | 321,601 | $16.6M |
| Bangor Savings Bank | 1.54% | Reduce -0.6% | 317,864 | $16.4M |
| Old National Bancorp | 0.38% | Add +15.9% | 315,491 | $16.2M |
| Joule Financial, LLC | 5.78% | Add +0.9% | 308,534 | $15.9M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.8% | 304,127 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.2% | 300,912 | $15.5M |
| Ascension Capital Advisors, Inc. | 7.09% | Add +6.8% | 295,027 | $15.2M |
| Burt Wealth Advisors | 3.74% | Reduce -1.8% | 294,942 | $15.2M |
| Summit Wealth & Retirement Planning, Inc. | 4.84% | Add +2.5% | 294,282 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.9% | 290,938 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.7% | 285,186 | $14.7M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -3.8% | 284,262 | $14.6M |
| Meridian Management Co. | 3.70% | Reduce -3.8% | 282,760 | $14.6M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -1.1% | 281,858 | $14.5M |
| Curi Capital, LLC | 0.32% | Reduce -1.4% | 270,273 | $13.9M |
| Matrix Trust Co | 2.57% | Add +43.5% | 266,525 | $13.7M |
| ZynergyRetirementPlanningLLC | 9.64% | Add +0.2% | 265,573 | $13.7M |
| Clearwater Capital Advisors, LLC | 1.33% | Add +2.5% | 265,107 | $13.7M |
| Buckingham Capital Management, Inc. | 1.50% | Reduce -0.1% | 254,172 | $13.1M |
| Main Street Financial Solutions, LLC | 1.19% | Add +1.3% | 251,154 | $12.9M |
| First National Corp. /Ma/ | 2.88% | Add +5.0% | 251,094 | $12.9M |
| New York Life Investment Management LLC | 0.13% | Reduce -21.1% | 250,127 | $12.9M |
| North Star Asset Management Inc. | 0.53% | Add +0.4% | 227,723 | $11.7M |
| Chicago Partners Investment Group LLC | 0.42% | Add +112.2% | 456,738 | $11.7M |
| Tiller Private Wealth, Inc. | 4.82% | Add +3.2% | 225,838 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -1.4% | 225,229 | $11.6M |
| Souders Financial Advisors | 1.61% | Add +3.0% | 223,805 | $11.5M |
| IMA Advisory Services, Inc. | 2.51% | New | 223,728 | $11.5M |
| HHM Wealth Advisors, LLC | 1.60% | Reduce -4.6% | 218,773 | $11.3M |
| Tradition Wealth Management, LLC | 1.00% | Reduce -0.2% | 217,682 | $11.2M |
| Meridian Wealth Management, LLC | 0.55% | New | 217,567 | $11.2M |
| Northwest Investment Counselors, LLC | 2.52% | Reduce -0.1% | 216,223 | $11.1M |
| St. Johns Investment Management Company, LLC | 5.19% | Reduce -1.1% | 214,563 | $11.0M |
| Appleton Partners Inc. | 0.81% | Add +0.7% | 213,677 | $11.0M |
| Focus Financial Network, Inc. | 0.44% | Reduce -2.2% | 210,306 | $10.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.08% | Reduce -2.2% | 209,486 | $10.8M |
| Essex LLC | 2.20% | Add +8.2% | 208,557 | $10.7M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +4.5% | 207,758 | $10.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Add +0.5% | 204,918 | $10.6M |
| Alliance Wealth Management Group | 2.78% | Add +4.8% | 202,881 | $10.4M |
| Towercrest Capital Management | 1.68% | Add +4.8% | 202,881 | $10.4M |
| American Financial Advisors, LLC | 1.33% | Reduce -1.8% | 189,448 | $9.8M |
| Integrated Wealth Concepts LLC | 0.12% | Add +1.5% | 189,316 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -44.7% | 186,955 | $9.6M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -5.0% | 186,927 | $9.6M |
| Missouri Trust & Investment Co | 3.33% | Add +8.8% | 185,208 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 180,540 | $9.3M |
| Strategic Family Wealth Counselors, L.L.C. | 3.23% | Add +3.2% | 179,244 | $9.2M |
| Curbstone Financial Management Corp | 1.93% | Reduce -4.3% | 175,372 | $9.0M |
| Sightline Wealth Advisors, LLC | 4.88% | Add +1.3% | 172,041 | $8.9M |
| Bouchey Financial Group, Ltd. | 0.78% | Reduce -0.9% | 170,115 | $8.8M |
| Seneca Financial Advisors LLC | 4.26% | Add +6.8% | 169,918 | $8.8M |
| Courage Miller Partners, LLC | 2.88% | Add +0.5% | 166,200 | $8.6M |
| Patriot Investment Management Group, Inc. | 0.62% | Reduce -2.5% | 164,796 | $8.5M |
| Salem Investment Counselors Inc. | 0.25% | Reduce -1.9% | 163,515 | $8.4M |
| Lutz Financial Services LLC | 0.68% | Reduce -0.9% | 163,234 | $8.4M |
| Athena Investment Management | 4.74% | Add +0.2% | 161,488 | $8.3M |
| Financial Counselors Inc. | 0.12% | No change | 161,361 | $8.3M |
| Whittier Trust Co. | 0.11% | Add +2.6% | 158,037 | $8.1M |
| Mather Group, Llc. | 0.10% | Reduce -3.0% | 155,823 | $8.0M |
| St. Louis Trust Co | 1.13% | No change | 155,790 | $8.0M |
| Sunbelt Securities, Inc. | 0.78% | Add +1.3% | 154,133 | $7.9M |
| HB Wealth Management, LLC | 0.08% | Add +7.9% | 153,022 | $7.9M |
| Whittier Trust Co. of Nevada Inc. | 0.20% | Reduce -2.5% | 148,704 | $7.7M |
| Betterment LLC | 0.02% | Add +44.4% | 148,357 | $7.6M |
| Creekside Partners | 3.94% | Add +0.0% | 148,162 | $7.6M |
| Diversify Wealth Management, LLC | 0.72% | Add +3939.9% | 291,963 | $7.5M |
| CW Advisors, LLC | 0.10% | Add +1.7% | 144,426 | $7.4M |
| Wealthspire Advisors, LLC | 0.08% | Add +2.2% | 144,268 | $7.4M |
| Morris Financial Concepts, Inc. | 3.18% | Add +2.5% | 143,805 | $7.4M |
| Advisors Capital Management, LLC | 0.12% | Reduce -9.8% | 142,291 | $7.3M |
| Black Diamond Financial, LLC | 1.23% | Reduce -2.7% | 141,075 | $7.3M |
| Valley Forge Investment Consultants Inc. Adv | 2.52% | Add +0.6% | 140,225 | $7.2M |
| Debussy Capital Management LP | 2.09% | Add +115.2% | 139,667 | $7.2M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -10.5% | 136,661 | $7.0M |
| Geneos Wealth Management Inc. | 0.27% | Add +25.1% | 135,854 | $7.0M |
| Asset Dedication, LLC | 0.47% | Reduce -1.9% | 134,887 | $6.9M |
| Hart & Patterson Financial Group LLC | 3.28% | Reduce -2.9% | 134,612 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 134,071 | $6.9M |
| Asset Management Group, Inc. | 0.97% | Reduce -5.4% | 133,710 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +31.1% | 132,218 | $6.8M |
| Integrated Advisors Network LLC | 0.32% | Add +0.7% | 130,849 | $6.7M |
| Townsquare Capital LLC | 0.08% | Add +6.9% | 129,778 | $6.7M |
| Marquette Asset Management, LLC | 1.06% | Reduce -0.2% | 129,433 | $6.7M |
| IFS Advisors, LLC | 5.25% | Add +0.7% | 128,785 | $6.6M |
| Bell Investment Advisors, Inc | 1.21% | Add +8.8% | 127,879 | $6.6M |
| Horizon Financial Services, LLC | 3.91% | Add +3.3% | 127,678 | $6.6M |
| Gill Capital Partners, LLC | 2.29% | Reduce -0.2% | 124,455 | $6.4M |
| Royal Bank of Canada | 0.00% | Reduce -41.7% | 123,414 | $6.4M |
| Friedenthal Financial | 3.69% | Add +0.8% | 122,337 | $6.3M |
| Moneywise, Inc. | 3.10% | Reduce -38.9% | 122,283 | $6.3M |
| Councilor Wealth, LLC | 3.05% | Add +11.8% | 121,277 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.28% | Add +40.2% | 120,359 | $6.2M |
| Garde Capital, Inc. | 0.40% | Reduce -7.6% | 118,296 | $6.1M |
| Cwm, LLC | 0.03% | Add +2.6% | 117,765 | $6.1M |
| Planned Solutions, Inc. | 2.46% | Add +4.5% | 117,190 | $6.0M |
| Provident Wealth Management, LLC | 2.05% | Add +8.5% | 116,541 | $6.0M |
| Fort Point Capital Partners LLC | 0.75% | Add +3.2% | 116,373 | $6.0M |
| Compass Financial Group, INC | 1.17% | Add +7.2% | 115,773 | $6.0M |
| Orgel Wealth Management, LLC | 0.15% | Add +0.0% | 115,740 | $6.0M |
| Dodds Wealth, LLC | 1.99% | Add +104.8% | 234,981 | $6.0M |
| Kavar Capital Partners Group, LLC | 0.91% | Add +1.6% | 111,159 | $5.7M |
| Texas Yale Capital Corp. | 0.25% | Add +0.2% | 110,686 | $5.7M |
| Copperwynd Financial, LLC | 1.70% | Add +6.2% | 109,487 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +45.5% | 109,259 | $5.6M |
| FMR LLC | 0.00% | Add +18.9% | 108,598 | $5.6M |
| Brand Asset Management Group, Inc. | 2.19% | Add +1.2% | 108,495 | $5.6M |
| Retirement Guys Formula LLC | 2.59% | Reduce -27.6% | 108,069 | $5.6M |
| Arbor Trust Wealth Advisors, LLC | 2.92% | No change | 116,767 | $5.6M |
| Chilton Capital Management LLC | 0.23% | Add +3.0% | 106,568 | $5.5M |
| Modera Wealth Management, LLC | 0.07% | Reduce -1.2% | 106,260 | $5.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -19.9% | 105,550 | $5.4M |
| Carolina Wealth Advisors, LLC | 2.74% | Reduce -2.6% | 104,742 | $5.4M |
| IHT Wealth Management, LLC | 0.15% | Add +65.0% | 104,841 | $5.4M |
| MAI Capital Management | 0.05% | Reduce -3.2% | 103,938 | $5.4M |
| Cambridge Financial Group, LLC | 2.20% | Reduce -2.6% | 102,671 | $5.3M |
| Tortoise Investment Management, LLC | 0.55% | Reduce -1.7% | 102,536 | $5.3M |
| Ausdal Financial Partners, Inc. | 0.55% | Reduce -7.0% | 102,487 | $5.3M |
| Compound Planning, Inc. | 0.33% | Add +4.3% | 102,169 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.0% | 98,238 | $5.1M |
| Cornerstone Wealth Group, LLC | 0.41% | Reduce -0.8% | 96,990 | $5.0M |
| Fortis Capital Management LLC | 1.00% | Reduce -2.7% | 96,239 | $5.0M |
| Blue Bell Private Wealth Management, LLC | 0.93% | Reduce -0.3% | 94,657 | $4.9M |
| Wealthspire Retirement, LLC | 0.39% | Reduce -17.1% | 94,346 | $4.9M |
| Koshinski Asset Management, Inc. | 0.42% | Reduce -1.7% | 94,325 | $4.9M |
| Brown Wealth Management, LLC | 1.75% | Add +6.4% | 94,321 | $4.9M |
| Evergreen Capital Management LLC | 0.16% | Add +0.0% | 93,906 | $4.8M |
| Fifth Third Securities, Inc. | 0.46% | Reduce -1.0% | 93,392 | $4.8M |
| Upper Left Wealth Management, LLC | 4.21% | Add +18.8% | 94,011 | $4.8M |
| Meeder Advisory Services, Inc. | 0.31% | Add +7.0% | 91,984 | $4.7M |
| James J. Burns & Company, LLC | 0.85% | Add +1.0% | 91,582 | $4.7M |
| Ballast Advisors LLC | 1.46% | Add +0.1% | 91,468 | $4.7M |
| Guerra Pan Advisors, LLC | 3.76% | Add +15.4% | 91,379 | $4.7M |
| Cedrus LLC | 1.74% | Add +6.7% | 91,116 | $4.7M |
| Raymond James & Associates | 0.00% | Add +8.7% | 91,104 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 1.11% | Add +102.4% | 178,219 | $4.6M |
| Valley National Advisers Inc. | 0.83% | Add +12.4% | 89,046 | $4.6M |
| IFP Advisors, Inc | 0.17% | Add +6.3% | 88,969 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Add +11.1% | 88,226 | $4.5M |
| Nikulski Financial, Inc. | 1.36% | Add +1.5% | 88,136 | $4.5M |
| WBH Advisory Inc. | 0.43% | Reduce -3.8% | 87,427 | $4.5M |
| Powers Advisory Group, LLC | 2.21% | Add +2.2% | 86,154 | $4.4M |
| Davis Capital Management | 3.50% | Add +3.1% | 85,995 | $4.4M |
| Mission Wealth Management, LP | 0.11% | Add +7.8% | 82,799 | $4.3M |
| Anchor Investment Management, LLC | 0.40% | Reduce -0.6% | 82,438 | $4.2M |
| Anfield Capital Management, LLC | 1.61% | Add +4.4% | 164,314 | $4.2M |
| Chesapeake Wealth Management | 1.44% | Add +1.4% | 81,813 | $4.2M |
| Game Plan Financial Advisors, LLC | 2.25% | Add +1.3% | 81,805 | $4.2M |
| Gordian Advisors LLC | 3.34% | Reduce -7.5% | 81,207 | $4.2M |
| Consilium Wealth Advisory, LLC | 2.26% | Reduce -4.5% | 80,439 | $4.1M |
| Safeguard Financial, LLC | 0.97% | Add +4.7% | 79,815 | $4.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.01% | Reduce -2.7% | 78,942 | $4.1M |
| Embree Financial Group | 0.72% | Reduce -0.5% | 78,874 | $4.1M |
| Cutler Investment Counsel LLC | 0.51% | Reduce -1.8% | 78,572 | $4.0M |
| Prosperity Consulting Group, LLC | 0.32% | Reduce -15.0% | 78,464 | $4.0M |
| Cahill Financial Advisors Inc. | 0.55% | Add +0.1% | 78,335 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.47% | Reduce -1.3% | 78,308 | $4.0M |
| Diligent Investors, LLC | 0.93% | Add +0.4% | 77,990 | $4.0M |
| Stevens Capital Partners | 1.88% | Add +6.7% | 76,607 | $3.9M |
| Lodestar Private Asset Management LLC | 0.49% | Add +0.7% | 74,663 | $3.8M |
| PrairieView Partners, LLC | 0.40% | Reduce -6.7% | 74,637 | $3.8M |
| ProVise Management Group, LLC | 0.30% | Reduce -16.6% | 74,073 | $3.8M |
| Adams Wealth Management | 0.81% | Add +6.5% | 73,645 | $3.8M |
| CacheTech Inc. | 0.81% | Add +6.5% | 73,645 | $3.8M |
| Pittenger & Anderson Inc. | 0.14% | Reduce -9.3% | 73,629 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.47% | Reduce -6.8% | 73,594 | $3.8M |
| FF Advisors,LLC | 2.43% | Add +102.7% | 143,739 | $3.7M |
| Berger Financial Group, Inc | 0.27% | Reduce -73.2% | 71,807 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.81% | Add +0.4% | 71,562 | $3.7M |
| LVW Advisors, LLC | 0.46% | Reduce -47.1% | 69,869 | $3.6M |
| Campbell Wealth Management | 0.32% | New | 69,691 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -1.5% | 68,930 | $3.5M |
| DHJJ Financial Advisors, Ltd. | 1.39% | Add +0.7% | 68,028 | $3.5M |
| Leisure Capital Management | 1.50% | Add +2.4% | 68,002 | $3.5M |
| Community Bank, N.A. | 0.44% | Reduce -2.9% | 67,771 | $3.5M |
| NBT Bank, N.A. | 0.23% | Reduce -5.0% | 67,247 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +36.1% | 67,140 | $3.5M |
| Destination Wealth Management | 0.11% | Reduce -2.1% | 67,054 | $3.5M |
| Capital Insight Partners, LLC | 0.60% | Reduce -1.6% | 66,818 | $3.4M |
| Wealth Architects, LLC | 0.39% | Add +0.1% | 66,670 | $3.4M |
| Outfitters Financial LLC | 2.83% | Reduce -0.8% | 66,633 | $3.4M |
| Creegan & Nassoura Financial Group, LLC | 2.16% | Reduce -0.0% | 66,487 | $3.4M |
| Carmichael Hill & Associates, Inc. | 1.25% | Add +1.1% | 65,666 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -1.2% | 65,459 | $3.4M |
| Sunburst Financial Group, LLC | 0.85% | Reduce -1.3% | 65,058 | $3.4M |
| Petra Financial Advisors Inc. | 2.19% | Add +2.8% | 64,544 | $3.3M |
| Elser Financial Planning, Inc | 4.77% | Add +1.6% | 63,871 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.91% | Reduce -7.7% | 63,601 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +21.2% | 63,298 | $3.3M |
| Blair William & Co. | 0.01% | Add +23.6% | 62,961 | $3.2M |
| Lido Advisors, LLC | 0.02% | Reduce -8.6% | 62,875 | $3.2M |
| Values Added Financial LLC | 2.02% | Add +43.4% | 62,296 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.8% | 61,998 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +4.2% | 61,786 | $3.2M |
| Next Capital Management LLC | 1.29% | Add +2.3% | 61,426 | $3.2M |
| WR Wealth Planners, LLC | 0.87% | Add +7760.3% | 60,917 | $3.1M |
| Paces Ferry Wealth Advisors, LLC | 1.80% | Reduce -0.6% | 60,667 | $3.1M |
| Broadleaf Partners, LLC | 0.73% | Add +0.1% | 60,036 | $3.1M |
| Sensible Money, LLC | 1.34% | Reduce -0.0% | 59,456 | $3.1M |
| Comerica Bank | 0.01% | Reduce -13.1% | 59,140 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +8.6% | 58,917 | $3.0M |
| Gleason Group, Inc. | 0.55% | Add +2.2% | 58,589 | $3.0M |
| Phillips Financial Management, LLC | 0.23% | Add +3.0% | 58,393 | $3.0M |
| Vision Capital Management, Inc. | 0.42% | Reduce -0.8% | 58,096 | $3.0M |
| Smithbridge Asset Management Inc. | 0.51% | Reduce -1.2% | 57,873 | $3.0M |
| Element Wealth, LLC | 1.55% | Reduce -1.3% | 56,985 | $2.9M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.1% | 56,926 | $2.9M |
| Harbor Group, Inc. | 0.68% | Reduce -8.3% | 56,882 | $2.9M |
| Pinnacle Associates Ltd. | 0.05% | Add +5.2% | 61,443 | $2.9M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -10.2% | 55,939 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +3.3% | 55,870 | $2.9M |
| Arcataur Capital Management LLC | 0.97% | Reduce -0.1% | 55,535 | $2.9M |
| Liberty Capital Management, Inc. | 0.63% | Add +21.7% | 55,497 | $2.9M |
| BNC Wealth Management, LLC | 1.05% | Add +452.6% | 55,408 | $2.9M |
| Family Firm, Inc. | 0.62% | Add +1.4% | 55,352 | $2.9M |
| Northeast Financial Group, Inc. | 1.09% | Add +33.4% | 55,046 | $2.8M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -39.4% | 55,044 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.1% | 55,009 | $2.8M |
| Garrison Asset Management, LLC | 1.41% | Reduce -0.0% | 54,003 | $2.8M |
| Larson Financial Group LLC | 0.16% | Reduce -4.8% | 53,818 | $2.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -9.1% | 53,191 | $2.7M |
| Citizens Financial Group Inc. | 0.05% | Add +5.5% | 52,312 | $2.7M |
| WealthShield Partners, LLC | 0.36% | Add +0.1% | 52,181 | $2.7M |
| Clayton Financial Group LLC | 1.00% | Add +24.9% | 51,995 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.29% | Reduce -1.1% | 51,937 | $2.7M |
| Tradewinds Capital Management, LLC | 0.71% | Reduce -91.6% | 51,601 | $2.7M |
| International Assets Investment Management, LLC | 0.22% | Add +7824.4% | 42,950 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.48% | Reduce -0.9% | 51,147 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -1.1% | 51,076 | $2.6M |
| McAdam, LLC | 0.15% | Add +2.9% | 51,053 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -2.6% | 51,450 | $2.6M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -3.5% | 50,559 | $2.6M |
| Exchange Capital Management, Inc. | 0.41% | Reduce -26.1% | 50,124 | $2.6M |
| Bensler, LLC | 0.32% | Reduce -7.6% | 49,708 | $2.6M |
| Everhart Financial Group, Inc. | 0.57% | Reduce -0.9% | 49,675 | $2.6M |
| Triangle Securities Wealth Management | 0.66% | Add +0.8% | 49,328 | $2.5M |
| AQR Capital Management | 0.00% | Add +2.8% | 49,296 | $2.5M |
| Revolve Wealth Partners, LLC | 0.39% | Reduce -3.6% | 48,980 | $2.5M |
| Investors Research Corp | 0.55% | No change | 48,421 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.15% | Reduce -2.1% | 48,283 | $2.5M |
| Callan Capital, LLC | 0.17% | Add +24.7% | 47,784 | $2.5M |
| Transform Wealth, LLC | 0.16% | Reduce -3.1% | 47,533 | $2.4M |
| Veery Capital, LLC | 0.92% | Reduce -66.3% | 47,506 | $2.4M |
| Foster Group, Inc. | 0.09% | Reduce -1.9% | 47,199 | $2.4M |
| Lee Financial Co | 0.34% | Add +1.0% | 46,877 | $2.4M |
| HC Advisors, LLC | 1.98% | Add +0.4% | 46,669 | $2.4M |
| MADDEN SECURITIES Corp | 1.04% | Reduce -0.0% | 46,650 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 46,297 | $2.4M |
| Caprock Group, LLC | 0.09% | Add +0.1% | 46,125 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -34.5% | 45,974 | $2.4M |
| Eagle Harbor Asset Management Inc. | 2.35% | Reduce -1.3% | 45,947 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -16.8% | 45,387 | $2.3M |
| Centerpoint Advisors, LLC | 0.81% | No change | 45,000 | $2.3M |
| Sage Financial Management Group, Inc. | 0.89% | New | 44,801 | $2.3M |
| 1834 Investment Advisors Co. | 0.27% | New | 44,785 | $2.3M |
| Strategic Financial Concepts, LLC | 0.73% | Reduce -98.0% | 44,501 | $2.3M |
| Boltwood Capital Management | 0.67% | Add +2.6% | 44,008 | $2.3M |
| Jackson Creek Investment Advisors LLC | 0.67% | Add +9.5% | 43,784 | $2.3M |
| Berkshire Asset Management LLC | 0.11% | No change | 47,068 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.9% | 43,170 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | Add +3.2% | 42,965 | $2.2M |
| Denver PWM, LLC | 0.84% | Reduce -78.2% | 42,879 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -7.7% | 42,800 | $2.2M |
| Moller Wealth Partners | 0.55% | Reduce -0.6% | 42,555 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +11.3% | 83,078 | $2.2M |
| Dakota Wealth Management | 0.05% | Reduce -0.2% | 41,592 | $2.1M |
| Csenge Advisory Group | 0.11% | Add +111.8% | 82,824 | $2.1M |
| Code Waechter LLC | 2.04% | — | 41,474 | $2.1M |
| Patten & Patten Inc. | 0.14% | Add +82.2% | 41,396 | $2.1M |
| Bogart Wealth, LLC | 0.10% | Add +1.3% | 41,206 | $2.1M |
| C M Bidwell & Associates Ltd. | 1.29% | Reduce -0.7% | 41,086 | $2.1M |
| Wealth Group Ltd | 0.61% | Reduce -0.7% | 40,871 | $2.1M |
| Von Berge Wealth Management Group, LLC | 1.30% | Add +57.8% | 76,472 | $2.1M |
| JFS Wealth Advisors, LLC | 0.14% | Add +5.5% | 40,662 | $2.1M |
| Accelerate Investment Advisors LLC | 2.04% | — | 40,598 | $2.1M |
| Independent Solutions Wealth Management, LLC | 0.47% | Reduce -4.9% | 40,560 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.4% | 40,039 | $2.1M |
| Firestone Capital Management | 0.52% | Add +17.5% | 39,967 | $2.1M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -0.6% | 39,839 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -3.2% | 39,754 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.8% | 39,338 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +3.8% | 39,338 | $2.0M |
| American Investment Services, Inc. | 0.34% | Reduce -0.1% | 39,212 | $2.0M |
| Breed's Hill Capital LLC | 1.63% | No change | 38,628 | $2.0M |
| Aspen Investment Management Inc | 0.92% | Add +3.9% | 38,182 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -18.9% | 37,842 | $1.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +620.0% | 75,245 | $1.9M |
| Compass Advisory Group LLC | 0.75% | Add +1.8% | 37,332 | $1.9M |
| Whelan Financial | 0.79% | Reduce -1.8% | 37,279 | $1.9M |
| Bailard, Inc. | 0.05% | Reduce -3.9% | 36,131 | $1.9M |
| EWG Elevate Inc. | 0.73% | Reduce -35.6% | 35,475 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 35,307 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +27.0% | 35,238 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -1.0% | 34,797 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -12.6% | 34,771 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +12.5% | 34,501 | $1.8M |
| Hanseatic Management Services Inc. | 2.52% | Reduce -5.4% | 34,470 | $1.8M |
| Barden Capital Management, Inc. | 1.55% | Add +6.6% | 34,347 | $1.8M |
| SWS Partners | 0.56% | Reduce -4.8% | 34,229 | $1.8M |
| Krilogy Financial LLC | 0.12% | Reduce -1.5% | 34,006 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.30% | Reduce -2.1% | 33,596 | $1.7M |
| Duncker Streett & Co. Inc. | 0.32% | Reduce -2.9% | 33,524 | $1.7M |
| Capital Analysts, LLC | 0.07% | Add +4.2% | 33,495 | $1.7M |
| Abound Wealth Management | 0.57% | Add +0.5% | 33,175 | $1.7M |
| Northwest Capital Management Inc | 0.61% | Add +3.2% | 32,933 | $1.7M |
| Guardian Financial Partners, LLC | 1.05% | Add +8.1% | 32,492 | $1.7M |
| LTG Capital LLC | 1.38% | Add +0.4% | 32,255 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -2.6% | 32,164 | $1.7M |
| Oakwell Private Wealth Management, LLC | 0.47% | Reduce -7.1% | 32,038 | $1.6M |
| Arcadia Investment Advisors LLC | 0.88% | Reduce -0.3% | 31,758 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Reduce -5.5% | 31,403 | $1.6M |
| Financial Advisors, LLC | 0.31% | Add +0.7% | 31,374 | $1.6M |
| CRA Financial Services, LLC | 0.30% | Reduce -2.4% | 31,326 | $1.6M |
| Aspen Grove Capital, LLC | 0.36% | Reduce -1.1% | 31,250 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -7.0% | 31,104 | $1.6M |
| West Paces Advisors Inc. | 0.39% | Reduce -2.3% | 31,056 | $1.6M |
| Savvy Advisors, Inc. | 0.32% | Add +13.9% | 30,888 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.9% | 30,705 | $1.6M |
| Spinnaker Investment Group, LLC | 0.39% | Reduce -1.6% | 30,674 | $1.6M |
| Cape Investment Advisory, Inc. | 0.64% | Reduce -1.7% | 30,443 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Reduce -1.5% | 30,372 | $1.6M |
| Strategic Equity Management | 0.74% | Add +101.3% | 30,146 | $1.6M |
| Allen Capital Group, LLC | 0.20% | Add +5.1% | 30,117 | $1.6M |
| Asset Allocation Strategies LLC | 0.44% | Add +491.8% | 29,916 | $1.5M |
| Sage Investment Advisers LLC | 1.60% | Add +4.7% | 29,693 | $1.5M |
| Cedar Wealth Management, LLC | 0.47% | Add +4.9% | 29,540 | $1.5M |
| Milestone Investment Advisors LLC | 0.42% | No change | 29,450 | $1.5M |
| Greenhouse Wealth Management, LLC | 1.02% | Add +0.1% | 29,343 | $1.5M |
| PFG Advisors | 0.09% | Add +4.2% | 28,686 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -8.4% | 28,457 | $1.5M |
| Elmwood Wealth Management, Inc. | 0.60% | Add +0.2% | 28,280 | $1.5M |
| Ironwood Wealth Management, LLC. | 0.44% | Reduce -1.1% | 28,189 | $1.5M |
| Panoramic Investment Advisors, LLC | 1.00% | — | 28,078 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.26% | No change | 27,804 | $1.4M |
| Belpointe Asset Management LLC | 0.09% | Add +9.6% | 27,751 | $1.4M |
| ARK & TLK Investments, LLC | 0.51% | No change | 27,590 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +366.4% | 27,481 | $1.4M |
| Cambridge Advisors Inc. | 0.31% | Reduce -0.8% | 27,453 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.5% | 27,386 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -0.6% | 27,326 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.6% | 27,249 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.77% | Reduce -0.3% | 27,228 | $1.4M |
| BCK Partners, Inc. | 0.67% | Reduce -1.2% | 27,223 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -1.4% | 27,128 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -9.7% | 27,042 | $1.4M |
| Armor Investment Advisors, LLC | 0.57% | Reduce -0.3% | 26,928 | $1.4M |
| Fonville Wealth Management LLC | 0.48% | Reduce -7.1% | 26,909 | $1.4M |
| Passive Capital Management, LLC. | 0.48% | Add +0.9% | 26,891 | $1.4M |
| Joseph Group Capital Management | 0.53% | Reduce -1.4% | 26,811 | $1.4M |
| Opus Capital Group, LLC | 0.17% | Add +0.1% | 26,313 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.4% | 26,264 | $1.4M |
| Scarborough Advisors, LLC | 0.22% | New | 26,203 | $1.3M |
| Enclave Advisors LLC | 0.23% | — | 26,178 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Reduce -0.3% | 25,959 | $1.3M |
| Paulson Wealth Management Inc. | 0.35% | Reduce -10.0% | 25,753 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | Reduce -0.5% | 25,690 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +3.5% | 25,554 | $1.3M |
| Sculati Wealth Management, LLC | 0.52% | Reduce -54.8% | 25,385 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.72% | Reduce -2.3% | 25,175 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +80.7% | 25,170 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.26% | Reduce -3.5% | 25,092 | $1.3M |
| Omega Financial Group, LLC | 0.49% | Reduce -10.1% | 25,050 | $1.3M |
| Great Waters Wealth Management | 0.17% | Reduce -1.8% | 24,753 | $1.3M |
| Blossom Wealth Management | 2.57% | Add +4.6% | 24,729 | $1.3M |
| Vise Technologies, Inc. | 0.16% | Add +10.4% | 24,709 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -1.1% | 24,576 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.90% | Add +0.7% | 24,487 | $1.3M |
| NorthRock Partners, LLC | 0.04% | Add +8.8% | 24,362 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 24,289 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 24,016 | $1.2M |
| Custos Family Office, LLC | 0.45% | No change | 24,003 | $1.2M |
| Laraway Financial Advisors Inc | 0.98% | Reduce -1.1% | 23,950 | $1.2M |
| Cynosure Group, LLC | 0.18% | Add +0.1% | 23,909 | $1.2M |
| Smith Thornton Advisors LLC | 0.81% | Reduce -0.1% | 23,838 | $1.2M |
| TPG Advisors LLC | 0.96% | Reduce -1.0% | 23,779 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -84.8% | 23,563 | $1.2M |
| Collective Family Office LLC | 0.33% | Reduce -13.5% | 23,534 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.83% | Reduce -4.5% | 23,505 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.2% | 23,282 | $1.2M |
| Warwick Investment Management, Inc. | 0.28% | Add +2.0% | 23,162 | $1.2M |
| Summit Asset Management, LLC | 0.14% | Reduce -0.6% | 23,156 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.0% | 22,921 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.63% | Reduce -3.4% | 22,814 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +0.9% | 22,757 | $1.2M |
| Private Capital Management LLC | 0.21% | Reduce -5.8% | 22,727 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -1.1% | 22,684 | $1.2M |
| Hengehold Capital Management LLC | 0.11% | Reduce -6.5% | 22,478 | $1.2M |
| Crescent Sterling, Ltd. | 1.10% | Reduce -16.1% | 22,440 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -7.9% | 22,439 | $1.2M |
| Nicollet Investment Management, Inc. | 0.40% | Add +0.1% | 22,348 | $1.2M |
| Diversify Advisory Services, LLC | 0.06% | Add +270.9% | 44,555 | $1.1M |
| Advisor OS, LLC | 0.11% | Add +0.2% | 22,199 | $1.1M |
| Elm Partners Management LLC | 0.08% | Add +54.0% | 44,317 | $1.1M |
| Wisconsin Capital Management LLC | 0.59% | Reduce -18.5% | 22,000 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +8.0% | 21,850 | $1.1M |
| Family Investment Center, Inc. | 0.28% | Reduce -2.3% | 21,831 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.37% | Reduce -7.5% | 21,811 | $1.1M |
| MilWealth Group LLC | 0.33% | No change | 21,763 | $1.1M |
| Holderness Investments Co. | 0.24% | Add +20.9% | 21,715 | $1.1M |
| Gradient Capital Advisors, LLC | 0.37% | Reduce -3.9% | 21,513 | $1.1M |
| Berkeley, Inc | 0.32% | Add +99.5% | 21,460 | $1.1M |
| Mendel Capital Management LLC | 0.68% | Add +8.4% | 21,431 | $1.1M |
| Wiser Advisor Group LLC | 1.61% | Add +0.5% | 20,965 | $1.1M |
| Econ Financial Services Corp | 0.60% | Reduce -18.5% | 20,886 | $1.1M |
| Red Tortoise LLC | 0.54% | Add +0.3% | 20,874 | $1.1M |
| Oldfather Financial Services, LLC | 0.41% | Reduce -7.9% | 20,794 | $1.1M |
| Claro Advisors Inc. | 0.14% | Add +2.2% | 20,784 | $1.1M |
| Ironwood Financial, llc | 0.22% | Reduce -3.0% | 20,686 | $1.1M |
| Rede Wealth, LLC | 0.41% | Reduce -1.2% | 20,654 | $1.1M |
| Kades & Cheifetz LLC | 0.61% | Add +4.9% | 20,603 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +6.4% | 20,574 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +4.0% | 20,450 | $1.1M |
| Brighton Jones LLC | 0.04% | Reduce -32.1% | 20,448 | $1.1M |
| Axiom Advisory, LLC | 0.01% | Add +2.0% | 21,057 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 20,229 | $1.0M |
| Oarsman Capital, Inc. | 0.19% | Reduce -1.4% | 20,127 | $1.0M |
| BLB&B Advisors, LLC | 0.05% | Reduce -1.7% | 20,031 | $1.0M |
| Eley Financial Management, Inc | 0.41% | Reduce -0.6% | 19,825 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.50% | Reduce -2.4% | 19,823 | $1.0M |
| Ifrah Financial Services, Inc. | 0.28% | Add +0.9% | 19,821 | $1.0M |
| Bristlecone Advisors, LLC | 0.08% | Add +4.5% | 19,767 | $1.0M |
| Mengis Capital Management, Inc. | 0.20% | Reduce -11.2% | 19,697 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.2% | 19,461 | $1.0M |
| Elevation Wealth Partners, LLC | 0.43% | Add +1.5% | 19,343 | $996K |
| Harbour Investments, Inc. | 0.03% | Add +9.2% | 19,131 | $985K |
| Fulcrum Equity Management | 0.83% | Add +8.9% | 19,115 | $984K |
| Plancorp, LLC | 0.04% | Add +1.8% | 19,108 | $984K |
| Strategic Investment Solutions, Inc. | 0.29% | Add +58.5% | 19,093 | $983K |
| Cozad Asset Management Inc. | 0.09% | No change | 19,004 | $979K |
| Hilltop Partners LLC | 0.33% | Reduce -5.6% | 18,994 | $978K |
| Market Street Wealth Management Advisors LLC | 0.16% | No change | 18,900 | $973K |
| Concurrent Investment Advisors, LLC | 0.03% | New | 18,873 | $972K |
| MBL Wealth, LLC | 0.10% | No change | 18,850 | $971K |
| World Investment Advisors | 0.03% | Add +20.3% | 18,666 | $961K |
| Roundview Capital LLC | 0.07% | Add +4.8% | 18,351 | $945K |
| Litman Gregory Wealth Management LLC | 0.08% | No change | 18,319 | $943K |
| Roberts Wealth Advisors, LLC | 0.30% | No change | 18,518 | $940K |
| Clear Point Advisors Inc. | 0.72% | Reduce -1.5% | 18,073 | $931K |
| Finer Wealth Management, Inc. | 0.57% | Add +53.3% | 18,059 | $930K |
| FinDec Wealth Services, Inc. | 0.54% | Add +0.6% | 18,027 | $928K |
| S.A. Mason LLC | 0.49% | Add +0.9% | 17,984 | $926K |
| Donaldson Capital Management, LLC | 0.04% | Reduce -41.2% | 17,860 | $920K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 17,800 | $917K |
| Tidal Investments LLC | 0.01% | New | 17,629 | $908K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -2.3% | 17,624 | $908K |
| Virtue Capital Management, LLC | 0.18% | Reduce -4.0% | 17,570 | $905K |
| Coastwise Capital Group, LLC | 0.74% | Add +6.0% | 17,419 | $897K |
| Voisard Asset Management Group, Inc. | 0.37% | Reduce -2.2% | 17,377 | $895K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -0.2% | 17,232 | $887K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.7% | 17,126 | $882K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -3.9% | 17,034 | $877K |
| Leverty Financial Group, LLC | 0.48% | Add +25.3% | 16,958 | $873K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +84.1% | 16,911 | $871K |
| Tempus Wealth Planning, LLC | 0.32% | Add +0.1% | 16,838 | $867K |
| Nwam LLC | 0.05% | New | 16,746 | $862K |
| WealthPLAN Partners, LLC | 0.12% | Add +1.0% | 16,683 | $859K |
| Lowery Thomas, LLC | 0.58% | Add +1.9% | 16,654 | $858K |
| American Century Companies Inc. | 0.00% | Reduce -76.5% | 16,335 | $841K |
| AlphaCore Capital LLC | 0.18% | Add +0.1% | 15,728 | $810K |
| YHB Investment Advisors, Inc. | 0.07% | Add +4.8% | 15,726 | $810K |
| Facet Wealth, Inc. | 0.02% | Add +95.0% | 31,444 | $806K |
| Clearview Wealth Advisors LLC | 0.62% | Add +11.6% | 15,608 | $804K |
| Bond & Devick Financial Network, Inc. | 0.34% | No change | 15,561 | $801K |
| Myecfo, LLC | 0.43% | Add +30.4% | 15,481 | $799K |
| Glass Jacobson Investment Advisors llc | 0.26% | Add +3.5% | 15,513 | $799K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 15,478 | $797K |
| Paradigm, Strategies in Wealth Management, LLC | 0.52% | Reduce -8.0% | 15,443 | $795K |
| Wooster Corthell Wealth Management, Inc. | 0.17% | Reduce -24.2% | 15,324 | $789K |
| Twele Capital Management, Inc. | 0.16% | Reduce -1.5% | 15,139 | $780K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -53.8% | 15,128 | $779K |
| CWA Asset Management Group, LLC | 0.04% | — | 15,121 | $779K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -45.0% | 15,099 | $778K |
| Asset Planning Services Inc. /La/ | 0.38% | Add +4.1% | 15,036 | $774K |
| Madison Wealth Partners, Inc | 0.23% | Reduce -5.6% | 14,992 | $772K |
| StoneX Group Inc. | 0.06% | Reduce -0.1% | 14,972 | $771K |
| Ieq Capital, LLC | 0.01% | Reduce -5.3% | 14,966 | $771K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 14,875 | $766K |
| Parsons Capital Management Inc. | 0.05% | Add +38.2% | 14,822 | $763K |
| Pegasus Asset Management, Inc. | 0.23% | No change | 14,783 | $761K |
| Aspire Capital Advisors LLC | 0.23% | Reduce -5.9% | 14,747 | $759K |
| Summit Financial Wealth Advisors, LLC | 0.14% | Add +127.9% | 14,726 | $758K |
| Bluespring Wealth Management, LLC | 0.08% | Reduce -1.6% | 14,645 | $754K |
| LifePlan Financial, LLC | 0.64% | Reduce -2.0% | 14,536 | $749K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Add +99.8% | 29,000 | $746K |
| Advisory Services Network, LLC | 0.02% | No change | 15,361 | $729K |
| CVA Family Office, LLC | 0.12% | Reduce -3.1% | 14,041 | $723K |
| Evermay Wealth Management LLC | 0.12% | No change | 14,019 | $722K |
| CAP Partners, LLC | 0.54% | Reduce -5.1% | 13,944 | $718K |
| Nemes Rush Group LLC | 0.10% | Reduce -0.6% | 14,504 | $714K |
| Mutual Advisors, LLC | 0.02% | Add +99.3% | 27,681 | $710K |
| FSM Wealth Advisors, LLC | 0.19% | No change | 13,684 | $705K |
| Burkett Financial Services, LLC | 0.29% | Reduce -3.6% | 13,673 | $704K |
| Jacobi Capital Management LLC | 0.05% | New | 13,623 | $702K |
| Arrowroot Family Office, LLC | 0.41% | Add +0.7% | 13,594 | $700K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.4% | 13,472 | $694K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Reduce -10.4% | 13,410 | $691K |
| Vanguard Capital Wealth Advisors | 0.72% | New | 13,318 | $686K |
| Valeo Financial Advisors, LLC | 0.02% | Add +37.4% | 13,283 | $684K |
| Madden Advisory Services, Inc. | 0.31% | Add +9.8% | 13,258 | $683K |
| Brass Tax Wealth Management, Inc. | 0.14% | New | 13,148 | $677K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +11.5% | 12,954 | $667K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -25.5% | 12,937 | $666K |
| Luminvest Wealth Management LLC | 0.28% | No change | 12,888 | $664K |
| Vanguard Group Inc. | 0.00% | Add +25.6% | 12,882 | $663K |
| Davidson Trust Co. | 0.34% | No change | 12,794 | $659K |
| Prudential Financial Inc. | 0.00% | Reduce -4.4% | 12,747 | $656K |
| Pinnacle Wealth Management, LLC | 0.77% | Add +71.4% | 12,583 | $648K |
| Baldwin Investment Management, LLC | 0.08% | Reduce -7.9% | 12,420 | $640K |
| Almanack Investment Partners, LLC. | 0.10% | Add +2.1% | 12,378 | $637K |
| Retirement Planning Group, LLC | 0.03% | New | 12,225 | $630K |
| Acropolis Investment Management, LLC | 0.04% | No change | 12,198 | $628K |
| Pacific Sage Partners, LLC | 0.15% | Reduce -6.2% | 12,196 | $628K |
| Wedmont Private Capital | 0.04% | No change | 12,380 | $628K |
| John W. Brooker & Co., CPAs | 0.29% | Add +0.0% | 12,149 | $626K |
| Legacy Bridge, LLC | 0.34% | No change | 12,080 | $622K |
| Integral Investment Advisors, Inc. | 0.17% | Reduce -5.7% | 12,053 | $621K |
| Everstar Asset Management, LLC | 0.42% | — | 12,000 | $618K |
| Cooksen Wealth, LLC | 0.58% | Reduce -8.0% | 11,968 | $616K |
| Warner Financial, Inc. | 0.27% | Add +2.1% | 11,966 | $616K |
| Kelleher Financial Advisors | 0.23% | No change | 11,924 | $614K |
| Money Concepts Capital Corp. | 0.05% | Add +3.7% | 11,888 | $612K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 11,873 | $611K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -3.9% | 11,677 | $601K |
| DHK Financial Advisors, Inc. | 0.37% | Reduce -5.8% | 11,673 | $601K |
| Pacific Sun Financial Corp | 0.33% | Reduce -1.4% | 11,670 | $601K |
| Clear Investment Research, LLC | 0.78% | Reduce -5.2% | 11,654 | $600K |
| &partners | 0.01% | Add +43.2% | 11,736 | $600K |
| Choreo, LLC | 0.01% | Add +9.3% | 11,804 | $600K |
| Weaver Capital Management LLC | 0.18% | Reduce -3.3% | 11,638 | $599K |
| Tiaa Trust, National Association | 0.00% | Add +8.6% | 11,554 | $595K |
| AE Wealth Management LLC | 0.01% | Reduce -6.2% | 11,510 | $593K |
| One Capital Management, LLC | 0.02% | Reduce -4.1% | 11,498 | $592K |
| Capital Advantage, Inc. | 0.11% | Add +4.8% | 11,448 | $590K |
| Acorn Wealth Advisors, LLC | 0.25% | Reduce -0.4% | 11,368 | $585K |
| Dechtman Wealth Management, LLC | 0.12% | Add +0.7% | 11,349 | $584K |
| Forte Capital LLC | 0.07% | Reduce -1.7% | 11,347 | $584K |
| Hendershot Investments Inc. | 0.08% | Reduce -1.8% | 11,310 | $582K |
| Level Four Advisory Services, LLC | 0.02% | Add +99.2% | 22,795 | $581K |
| Citigroup Inc. | 0.00% | Reduce -23.8% | 11,266 | $580K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -2.5% | 11,249 | $579K |
| Bigelow Investment Advisors, LLC | 0.26% | Reduce -2.7% | 11,160 | $575K |
| Park Avenue Securities LLC | 0.01% | Add +4.8% | 11,146 | $574K |
| Creative Financial Designs Inc. | 0.05% | Reduce -3.0% | 11,116 | $572K |
| Zhang Financial LLC | 0.04% | Reduce -5.8% | 11,089 | $571K |
| Evernest Financial Advisors, LLC | 0.15% | Add +38.1% | 11,044 | $569K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 11,044 | $569K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -0.2% | 10,985 | $566K |
| Condor Capital Management | 0.05% | Reduce -1.7% | 10,979 | $565K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,961 | $564K |
| Howe & Rusling Inc. | 0.05% | Add +1.2% | 10,946 | $564K |
| Long Island Wealth Management, Inc. | 0.37% | Add +0.4% | 10,935 | $563K |
| Compass Ion Advisors, LLC | 0.07% | New | 10,758 | $554K |
| Mitchell Capital Management Co. | 0.10% | Reduce -2.5% | 10,746 | $553K |
| Cornerstone Wealth Advisors, Inc. | 0.15% | Add +0.5% | 10,713 | $552K |
| Benjamin Edwards Inc. | 0.01% | New | 10,631 | $548K |
| Mgo One Seven LLC | 0.02% | Reduce -3.8% | 10,569 | $544K |
| Sawgrass Asset Management LLC | 0.06% | Add +58.9% | 10,443 | $538K |
| Acas, LLC | 0.44% | Reduce -4.6% | 10,372 | $534K |
| Keel Point, LLC | 0.04% | Add +0.1% | 10,366 | $534K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -8.4% | 10,348 | $533K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -4.1% | 10,274 | $529K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.0% | 10,239 | $527K |
| Capital Management Associates, Inc | 0.21% | New | 10,103 | $520K |
| Planning Directions Inc. | 0.31% | Add +4.5% | 10,097 | $520K |
| Aire Advisors, LLC | 0.11% | No change | 10,000 | $515K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -1.4% | 9,973 | $514K |
| Sage Rhino Capital LLC | 0.11% | Add +0.1% | 9,968 | $513K |
| Addison Capital Co | 0.21% | Reduce -1.9% | 9,958 | $513K |
| Evanson Asset Management, LLC | 0.04% | Add +14.6% | 9,923 | $511K |
| RE Dickinson Investment Advisors, LLC | 0.29% | Add +38.6% | 9,877 | $509K |
| Clarity Capital Advisors, LLC | 0.36% | Add +0.7% | 9,876 | $509K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -4.7% | 9,827 | $506K |
| Waterloo Capital, L.P. | 0.06% | Reduce -17.0% | 9,798 | $505K |
| CWC Advisors, LLC. | 0.50% | — | 9,790 | $504K |
| Tiemann Investment Advisors, LLC | 0.22% | No change | 9,776 | $503K |
| Bluestem Financial Advisors, LLC | 0.23% | Add +0.0% | 9,770 | $503K |
| Fca Corp. | 0.15% | Reduce -34.3% | 9,761 | $503K |
| Bridgewater Advisors Inc. | 0.05% | New | 19,395 | $502K |
| West Coast Financial LLC | 0.06% | Add +36.3% | 9,744 | $502K |
| Independent Wealth Network Inc. | 0.22% | New | 9,640 | $496K |
| Abacus Planning Group, Inc. | 0.09% | Reduce -0.3% | 9,592 | $494K |
| Rock Point Advisors, LLC | 0.13% | Add +0.8% | 9,583 | $494K |
| Stockman Wealth Management, Inc. | 0.08% | Add +2.3% | 9,522 | $490K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -36.3% | 9,493 | $489K |
| Red Door Wealth Management, LLC | 0.08% | Add +1.3% | 9,473 | $488K |
| Silver Oak Securities, Incorporated | 0.05% | Add +161.7% | 9,409 | $484K |
| Lynx Investment Advisory | 0.35% | Add +7.1% | 9,329 | $480K |
| Curtis Advisory Group, LLC | 0.14% | Add +2.6% | 9,312 | $480K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -0.8% | 9,304 | $479K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.1% | 9,244 | $476K |
| Tritonpoint Wealth, LLC | 0.04% | Add +0.0% | 9,233 | $475K |
| Providence First Trust Co | 0.20% | Reduce -83.5% | 9,144 | $471K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Add +3.2% | 9,138 | $471K |
| Westmount Partners, LLC | 0.14% | Add +5.4% | 9,096 | $468K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +0.6% | 9,092 | $468K |
| Waterfront Wealth Inc. | 0.11% | Add +100.0% | 18,104 | $468K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.8% | 9,081 | $468K |
| Parkside Financial Bank & Trust | 0.07% | Add +6.0% | 9,033 | $465K |
| Forefront Analytics, LLC | 0.22% | Add +0.7% | 9,012 | $464K |
| Capital Investment Counsel, LLC | 0.08% | Reduce -95.2% | 8,952 | $461K |
| NorthCoast Asset Management LLC | 0.00% | Add +52.2% | 11,106 | $460K |
| Tranquility Partners, LLC | 0.17% | No change | 8,893 | $458K |
| Fortitude Advisory Group L.L.C. | 0.29% | Add +3.2% | 8,826 | $455K |
| Worth Asset Management, LLC | 0.24% | New | 8,729 | $450K |
| HUB Investment Partners, LLC | 0.02% | Add +20.1% | 8,712 | $449K |
| Trellis Wealth Advisors LLC | 0.22% | No change | 8,708 | $448K |
| Ellevest, Inc. | 0.02% | Reduce -5.4% | 8,668 | $446K |
| Evensky & Katz LLC | 0.03% | Add +0.6% | 8,662 | $446K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +73.7% | 8,653 | $446K |
| Carret Asset Management, LLC | 0.05% | No change | 8,618 | $444K |
| Argent Financial Group, Inc. | 0.05% | — | 8,600 | $443K |
| Freestone Capital Holdings, LLC | 0.02% | Add +4.1% | 8,591 | $442K |
| Pine Haven Investment Counsel, Inc | 0.36% | No change | 8,520 | $439K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.0% | 8,516 | $439K |
| Haverford Trust Co | 0.00% | No change | 8,501 | $438K |
| Ruggaard & Associates LLC | 0.19% | Reduce -0.8% | 8,493 | $437K |
| Prepared Retirement Institute LLC | 0.26% | Add +8.8% | 8,486 | $437K |
| Roger Wittlin Investment Advisory, LLC | 0.25% | Reduce -30.9% | 8,455 | $435K |
| MeadowBrook Investment Advisors LLC | 0.40% | Add +1.6% | 8,437 | $435K |
| MJP Associates Inc. | 0.08% | Add +0.7% | 8,407 | $433K |
| Principal Securities, Inc. | 0.01% | Add +5.7% | 8,404 | $433K |
| Chatham Capital Group, Inc. | 0.07% | No change | 8,328 | $429K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -7.3% | 8,307 | $428K |
| FLC Capital Advisors | 0.10% | Add +1.1% | 8,295 | $427K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -0.2% | 8,232 | $424K |
| Columbia Advisory Partners LLC | 0.40% | Reduce -47.2% | 8,176 | $421K |
| Gray Wealth Management Inc. | 0.17% | Add +4.2% | 8,150 | $420K |
| Sovereign Financial Group, Inc. | 0.10% | Add +2.7% | 8,122 | $418K |
| BIP Wealth, LLC | 0.03% | Reduce -6.9% | 8,041 | $414K |
| Stone Summit Wealth LLC | 0.13% | No change | 8,023 | $413K |
| Mirador Capital Partners LP | 0.07% | Reduce -1.5% | 8,017 | $413K |
| Signature Resources Capital Management, LLC | 0.38% | Reduce -3.8% | 8,001 | $412K |
| Criterion Capital Advisors, LLC | 0.26% | No change | 8,637 | $410K |
| Sharkey, Howes & Javer | 0.06% | Reduce -1.8% | 7,924 | $408K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -25.6% | 7,867 | $405K |
| Natixis Advisors, LLC | 0.00% | Add +10.9% | 15,645 | $403K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +0.5% | 7,791 | $401K |
| Vishria Bird Financial Group, LLC | 0.15% | New | 7,747 | $399K |
| First Hawaiian Bank | 0.01% | No change | 7,740 | $399K |
| Fort Vancouver Investment Management, LLC | 0.34% | Reduce -3.6% | 7,731 | $398K |
| Moneco Advisors, LLC | 0.05% | Reduce -28.8% | 7,693 | $396K |
| Skyline Advisors, Inc. | 0.16% | Add +0.6% | 7,688 | $396K |
| Planning Alternatives Ltd. | 0.06% | Reduce -5.3% | 7,675 | $395K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -1.4% | 7,651 | $394K |
| FineMark National Bank & Trust | 0.01% | Add +57.9% | 7,609 | $392K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 7,600 | $391K |
| Jeppson Wealth Management, LLC | 0.14% | No change | 7,573 | $390K |
| Principle Wealth Partners LLC | 0.03% | No change | 7,571 | $390K |
| Pennsylvania Capital Management Inc. | 0.14% | No change | 7,551 | $389K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -16.7% | 7,542 | $388K |
| Sentinel Pension Advisors, LLC | 0.07% | Reduce -29.1% | 7,504 | $386K |
| Thrive Wealth Management, LLC | 0.07% | Add +0.3% | 7,491 | $386K |
| Commerce Bank | 0.00% | Reduce -0.3% | 7,488 | $386K |
| Brookstone Capital Management | 0.01% | Add +3.1% | 7,453 | $384K |
| River Wealth Advisors LLC | 0.05% | Add +1.1% | 7,414 | $382K |
| United Advisor Group, LLC | 0.09% | Reduce -43.5% | 7,375 | $380K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.1% | 7,294 | $376K |
| Fiduciary Alliance LLC | 0.05% | Add +12.5% | 7,277 | $375K |
| QRG Capital Management, Inc. | 0.00% | Add +48.0% | 7,272 | $375K |
| Geometric Wealth Advisors | 0.07% | Add +12.4% | 7,271 | $374K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -14.7% | 7,264 | $374K |
| Aurora Private Wealth, Inc. | 0.29% | Add +0.6% | 7,172 | $369K |
| Seven Mile Advisory | 0.24% | No change | 7,000 | $361K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.1% | 6,994 | $360K |
| CreativeOne Wealth, LLC | 0.01% | Add +44.7% | 6,923 | $357K |
| Sierra Summit Advisors LLC | 0.08% | No change | 6,906 | $356K |
| Sonora Investment Management Group, LLC | 0.03% | Add +43.4% | 6,897 | $355K |
| Hardin Capital Partners, LLC | 0.20% | Add +0.1% | 6,975 | $354K |
| Adero Partners, LLC | 0.02% | No change | 6,870 | $354K |
| Cordant, Inc. | 0.18% | Reduce -0.5% | 6,868 | $354K |
| Spire Wealth Management | 0.01% | Reduce -7.4% | 6,848 | $353K |
| Front Row Advisors LLC | 0.13% | Reduce -10.6% | 6,822 | $351K |
| Kaizen Financial Strategies | 0.20% | Add +3.3% | 6,782 | $349K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +165.1% | 13,316 | $346K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +5.4% | 6,720 | $346K |
| Client 1ST Advisory Group, LLC | 0.14% | Reduce -25.9% | 6,718 | $346K |
| Flputnam Investment Management Co. | 0.01% | Add +1.9% | 6,661 | $343K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | No change | 6,660 | $343K |
| Laidlaw Wealth Management LLC | 0.17% | Add +23.5% | 6,633 | $342K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,622 | $341K |
| Glaxis Capital Management, LLC | 1.33% | Add +0.7% | 6,591 | $339K |
| Western Wealth Management, LLC | 0.02% | Reduce -4.8% | 6,583 | $339K |
| Fisher Asset Management | 0.00% | Reduce -31.3% | 6,581 | $339K |
| Somerset Group LLC | 0.31% | No change | 6,539 | $337K |
| Sfmg, LLC | 0.03% | Reduce -2.6% | 6,537 | $337K |
| Jentner Corp | 0.10% | Reduce -0.2% | 6,525 | $336K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -2.1% | 6,507 | $335K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -10.5% | 6,501 | $335K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.5% | 6,487 | $334K |
| Perissos Private Wealth Management, LLC | 0.27% | Reduce -17.1% | 6,469 | $333K |
| Holistic Financial Partners | 0.16% | Add +0.6% | 6,461 | $333K |
| Stewardship Advisors, LLC | 0.09% | New | 6,431 | $331K |
| Sendero Wealth Management, LLC | 0.05% | No change | 6,400 | $330K |
| Composition Wealth, LLC | 0.01% | Reduce -13.2% | 6,398 | $330K |
| Bison Wealth, LLC | 0.05% | Add +0.4% | 6,375 | $328K |
| Lifeworks Advisors, LLC | 0.06% | New | 6,373 | $328K |
| Apella Capital, LLC | 0.01% | New | 6,445 | $327K |
| Stordahl Capital Management, Inc. | 0.08% | Add +0.1% | 6,414 | $326K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +27.8% | 6,328 | $326K |
| Fagan Associates, Inc. | 0.05% | Add +2.6% | 6,288 | $324K |
| Cascade Investment Advisors, Inc. | 0.21% | Reduce -3.1% | 6,266 | $323K |
| Sandy Spring Bank | 0.01% | Add +2.6% | 6,250 | $322K |
| Foster & Motley Inc. | 0.02% | Add +7.7% | 6,225 | $321K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +7.4% | 6,199 | $319K |
| Clearstead Trust, LLC | 0.08% | No change | 6,191 | $319K |
| HCR Wealth Advisors | 0.04% | Add +25.8% | 6,189 | $319K |
| Mainstay Capital Management LLC | 0.05% | Reduce -59.3% | 6,179 | $318K |
| Baker Avenue Asset Management, LP | 0.01% | Add +10.3% | 6,164 | $317K |
| Grey Ledge Advisors, LLC | 0.08% | Reduce -8.7% | 6,133 | $316K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -18.8% | 6,105 | $314K |
| Sachetta, LLC | 0.12% | Reduce -0.6% | 6,076 | $313K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -0.9% | 6,033 | $311K |
| Bowman & Co S.C. | 0.16% | Add +0.7% | 6,004 | $309K |
| Nottingham Advisors, Inc. | 0.03% | No change | 6,000 | $309K |
| Triton Wealth Management, PLLC | 0.18% | Reduce -36.8% | 6,077 | $309K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -6.1% | 6,019 | $306K |
| RBA Wealth Management, LLC | 0.12% | Reduce -0.3% | 5,870 | $302K |
| Radnor Capital Management, LLC | 0.04% | New | 5,856 | $302K |
| Richardson Capital Management LLC | 0.21% | Add +0.7% | 5,833 | $300K |
| ETF Store, Inc. | 0.31% | Reduce -12.3% | 5,817 | $300K |
| Godshalk Welsh Capital Management, Inc. | 0.19% | No change | 5,800 | $299K |
| Wrenne Financial Planning LLC | 0.18% | Add +33.8% | 5,796 | $298K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -55.8% | 5,790 | $298K |
| Wealth Group, Ltd. | 0.20% | Add +5.5% | 5,794 | $298K |
| Edge Capital Group, LLC | 0.01% | No change | 5,767 | $297K |
| Smith Salley Wealth Management | 0.02% | New | 5,759 | $297K |
| William Howard & Co Financial Advisors Inc | 0.25% | Add +0.7% | 5,730 | $295K |
| Evoke Wealth, LLC | 0.01% | New | 5,705 | $294K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +12.7% | 5,651 | $291K |
| First Trust Direct Indexing L.P. | 0.02% | Add +12.1% | 5,637 | $290K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -0.6% | 5,606 | $289K |
| LifeSteps Financial, Inc. | 0.23% | Add +0.1% | 5,605 | $289K |
| Pioneer Trust Bank N A | 0.07% | No change | 5,600 | $288K |
| Hexagon Capital Partners LLC | 0.06% | Add +1.4% | 5,597 | $288K |
| BSW Wealth Partners | 0.04% | Reduce -5.2% | 5,539 | $285K |
| Flower City Capital | 0.17% | Reduce -1.5% | 5,496 | $283K |
| Alpha Financial Advisors, LLC | 0.13% | No change | 5,487 | $283K |
| Castle Wealth Management LLC | 0.11% | No change | 5,487 | $283K |
| Vawter Financial, Ltd. | 0.17% | No change | 5,456 | $281K |
| Executive Wealth Management, LLC | 0.02% | New | 5,401 | $278K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -22.3% | 5,333 | $275K |
| Cascade Financial Partners, LLC | 0.03% | Add +99.1% | 10,531 | $272K |
| Birchbrook, Inc. | 0.15% | No change | 5,260 | $271K |
| SignalPoint Asset Management, LLC | 0.06% | Add +8.0% | 5,257 | $270K |
| Core Wealth Partners LLC | 0.16% | New | 5,224 | $269K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 5,216 | $269K |
| Private Client Services, LLC | 0.14% | New | 5,199 | $268K |
| Prospera Financial Services Inc | 0.01% | New | 5,150 | $265K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.1% | 5,112 | $263K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.7% | 5,111 | $263K |
| Napatree Capital LLC | 0.18% | No change | 5,035 | $259K |
| Crestwood Advisors Group, LLC | 0.00% | Add +0.5% | 5,022 | $259K |
| SOL Capital Management CO | 0.03% | Reduce -6.2% | 4,989 | $257K |
| MCF Advisors LLC | 0.02% | Reduce -3.1% | 4,981 | $257K |
| Capital Advisors Inc. | 0.01% | Reduce -2.4% | 4,948 | $255K |
| Mayfair Advisory Group, LLC | 0.16% | Add +7.3% | 4,979 | $255K |
| Stokes Family Office, LLC | 0.03% | New | 4,940 | $254K |
| D.B. Root & Company, LLC | 0.08% | Reduce -1.6% | 4,917 | $253K |
| Cross Staff Investments Inc | 0.19% | Add +0.0% | 4,874 | $251K |
| Goepper Burkhardt LLC | 0.10% | Reduce -2.0% | 4,827 | $249K |
| Paragon Capital Management Ltd | 0.05% | No change | 4,813 | $248K |
| Simplicity Wealth,LLC | 0.02% | Reduce -96.8% | 4,801 | $247K |
| D.A. Davidson & Co. | 0.00% | New | 4,785 | $246K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 4,772 | $244K |
| Wedgewood Investors Inc. | 0.26% | No change | 4,672 | $241K |
| Heirloom Wealth Management | 0.07% | No change | 4,648 | $239K |
| Burton Enright Welch | 0.05% | No change | 4,634 | $239K |
| Builder Investment Group Inc. | 0.06% | No change | 4,629 | $238K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.2% | 4,625 | $238K |
| Pring Turner Capital Group Inc. | 0.15% | No change | 4,600 | $237K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 4,598 | $237K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +0.2% | 4,567 | $235K |
| Arq Wealth Advisors, LLC | 0.09% | New | 4,563 | $233K |
| MBE Wealth Management, LLC | 0.13% | New | 4,524 | $233K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +100.4% | 8,986 | $232K |
| Proffitt & Goodson Inc. | 0.04% | Reduce -24.4% | 4,495 | $231K |
| Obermeyer Wealth Partners | 0.01% | Add +3.8% | 4,477 | $231K |
| Modus Advisors, LLC | 0.08% | Reduce -8.4% | 4,471 | $230K |
| Bordeaux Wealth Advisors LLC | 0.04% | Reduce -6.5% | 4,464 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 4,436 | $228K |
| High Probability Advisors, LLC | 0.04% | No change | 4,420 | $228K |
| Continuum Advisory, LLC | 0.03% | Add +60.5% | 8,379 | $226K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +5.5% | 4,384 | $226K |
| Peak Financial Management, Inc. | 0.07% | Add +1.2% | 4,377 | $225K |
| Columbus Macro, LLC | 0.08% | Add +0.2% | 4,490 | $225K |
| Farnam Financial LLC | 0.25% | — | 4,352 | $224K |
| Continuum Wealth Advisors, LLC | 0.12% | No change | 4,348 | $224K |
| Apriem Advisors | 0.03% | Add +0.5% | 4,340 | $224K |
| Dearborn Partners LLC | 0.01% | New | 4,284 | $221K |
| Kozak & Associates, Inc. | 0.05% | Add +96.7% | 8,351 | $220K |
| Williams Financial, LLC | 0.14% | Reduce -1.2% | 4,274 | $220K |
| Fusion Capital, LLC | 0.09% | Reduce -1.5% | 4,263 | $220K |
| Leeward Financial Partners, LLC | 0.08% | No change | 4,243 | $219K |
| Emergent Wealth Advisors, LLC | 0.16% | Reduce -0.8% | 4,236 | $218K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 4,227 | $218K |
| Old Mission Capital LLC | 0.00% | New | 4,219 | $217K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 4,187 | $216K |
| Pathstone Holdings, LLC | 0.00% | New | 4,179 | $215K |
| Horizons Wealth Management | 0.17% | No change | 4,173 | $215K |
| Gainplan LLC | 0.10% | No change | 4,529 | $215K |
| Becker Capital Management Inc. | 0.01% | New | 4,163 | $214K |
| Simon Quick Advisors, LLC | 0.01% | New | 4,134 | $213K |
| Verdence Capital Advisors LLC | 0.02% | New | 4,127 | $213K |
| Lafayette Investments, Inc. | 0.04% | New | 4,104 | $211K |
| Carmel Capital Management L.L.C. | 0.08% | New | 4,094 | $211K |
| Sebold Capital Management, Inc. | 0.14% | Reduce -3.3% | 4,086 | $210K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.6% | 4,078 | $210K |
| Biltmore Family Office, LLC | 0.04% | New | 4,074 | $210K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.4% | 4,067 | $209K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.2% | 4,064 | $209K |
| Accurate Wealth Management, LLC | 0.04% | Add +83.0% | 8,002 | $208K |
| Brown Advisory Inc. | 0.00% | New | 4,034 | $208K |
| Keybank National Association | 0.00% | Reduce -8.8% | 4,008 | $206K |
| Bantamac Capital, LLC | 0.10% | New | 4,000 | $206K |
| Connecticut Wealth Management, LLC | 0.01% | New | 3,994 | $206K |
| Broadview Financial Management, LLC | 0.14% | New | 3,945 | $203K |
| Strategic Financial Services, Inc. | 0.01% | New | 3,932 | $202K |
| Diversified, LLC | 0.02% | Reduce -10.5% | 3,928 | $202K |
| Diversified Enterprises, LLC | 0.02% | — | 3,928 | $202K |
| Independent Advisor Alliance | 0.01% | Reduce -44.0% | 3,927 | $202K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,805 | $196K |
| Optimum Investment Advisors | 0.08% | Add +1.6% | 3,732 | $192K |
| Elgethun Capital Management | 0.04% | Add +0.3% | 3,583 | $185K |
| Granite Investment Partners, LLC | 0.01% | Add +1.5% | 3,556 | $183K |
| Palouse Capital Management, Inc. | 0.11% | Reduce -0.5% | 3,518 | $181K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -5.8% | 3,510 | $180K |
| Robinswood Financial LLC | 0.07% | Add +24.5% | 3,400 | $175K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -3.2% | 3,215 | $166K |
| Bfsg, LLC | 0.02% | Reduce -3.6% | 3,198 | $165K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,095 | $159K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 3,080 | $159K |
| Aspire Wealth Management Corp | 0.08% | Add +0.7% | 3,053 | $157K |
| Mitchell Sinkler & Starr | 0.04% | Add +100.0% | 3,000 | $155K |
| First Pacific Financial | 0.03% | Add +0.7% | 2,729 | $141K |
| Tucker Asset Management LLC | 0.03% | Add +3.1% | 2,671 | $138K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,500 | $129K |
| Key Financial Inc | 0.03% | No change | 2,482 | $128K |
| Blue Trust, Inc. | 0.00% | Add +33.2% | 2,675 | $127K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 2,400 | $123K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 2,373 | $122K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,253 | $116K |
| Ancora Advisors LLC | 0.00% | No change | 2,240 | $115K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.6% | 2,194 | $113K |
| Thompson Investment Management, Inc. | 0.02% | No change | 2,100 | $108K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,080 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,076 | $107K |
| First Community Trust NA | 0.08% | No change | 2,000 | $103K |
| Syntrinsic LLC | 0.03% | No change | 2,000 | $103K |
| Planning Capital Management Corp | 0.07% | Add +3.8% | 1,985 | $102K |
| Claris Advisors, LLC / Mo / | 0.04% | New | 1,964 | $101K |
| Smithfield Trust Co | 0.00% | No change | 1,823 | $94K |
| Caldwell Trust Co | 0.01% | No change | 1,820 | $94K |
| GW&K Investment Management, LLC | 0.00% | Add +0.6% | 1,802 | $93K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -4.3% | 1,775 | $91K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -13.9% | 1,726 | $89K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.9% | 1,700 | $88K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +0.2% | 1,691 | $87K |
| Trust Co. of Vermont | 0.00% | New | 1,638 | $84K |
| Guardian Wealth Management, Inc. | 0.06% | Add +0.3% | 1,635 | $84K |
| Advantage Trust Co | 0.06% | No change | 1,600 | $82K |
| EnRich Financial Partners LLC | 0.03% | No change | 1,589 | $82K |
| Breakwater Investment Management | 0.03% | New | 1,579 | $81K |
| Raleigh Capital Management Inc. | 0.03% | Add +9.9% | 1,569 | $81K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 1,569 | $81K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,566 | $81K |
| Fairman Group, LLC | 0.07% | Add +0.2% | 1,487 | $77K |
| Global Wealth Strategies & Associates | 0.03% | Add +60.2% | 1,480 | $76K |
| Pflug Koory, LLC | 0.01% | — | 1,468 | $76K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -6.8% | 1,411 | $73K |
| Barrett & Company, Inc. | 0.03% | No change | 1,331 | $69K |
| Avion Wealth | 0.02% | No change | 1,327 | $68K |
| UMB Bank, n.a. | 0.00% | Reduce -34.3% | 1,300 | $67K |
| PDS Planning, Inc | 0.01% | Add +88.6% | 1,271 | $65K |
| Painted Porch Advisors LLC | 0.03% | Reduce -1.4% | 1,258 | $65K |
| TFC Financial Management, Inc. | 0.01% | Add +0.1% | 1,256 | $65K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 1,230 | $63K |
| McIlrath & Eck, LLC | 0.01% | Add +43.5% | 1,208 | $62K |
| Costello Asset Management, INC | 0.04% | Add +0.1% | 1,203 | $62K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,135 | $58K |
| Westside Investment Management, Inc. | 0.01% | Add +186.7% | 1,124 | $58K |
| Assetmark, Inc. | 0.00% | Add +5.9% | 1,118 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,112 | $57K |
| New Potomac Partners, LLC | 0.03% | New | 1,095 | $56K |
| Evolution Advisers, Inc. | 0.03% | Reduce -4.2% | 1,078 | $55K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,016 | $52K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $52K |
| Glenmede Trust Co. NA | 0.00% | No change | 988 | $51K |
| Islay Capital Management, LLC | 0.03% | No change | 980 | $50K |
| Castleview Partners, LLC | 0.03% | Add +54.0% | 972 | $50K |
| Studio Investment Management LLC | 0.01% | No change | 973 | $50K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 928 | $48K |
| Versant Capital Management, Inc | 0.01% | Add +18.4% | 916 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | Add +1.2% | 901 | $46K |
| Operose Advisors LLC | 0.01% | Add +65.1% | 900 | $46K |
| Robbins Farley | 0.02% | Reduce -4.8% | 893 | $46K |
| GeoWealth Management, LLC | 0.00% | New | 887 | $46K |
| Motco | 0.00% | No change | 882 | $45K |
| Rice Partnership, LLC | 0.01% | Add +776.0% | 841 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +604.3% | 824 | $42K |
| Contravisory Investment Management, Inc. | 0.01% | Add +2.6% | 816 | $42K |
| First Horizon Advisors, Inc. | 0.00% | No change | 801 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 794 | $41K |
| Ridgewood Investments LLC | 0.02% | No change | 748 | $39K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -86.6% | 698 | $36K |
| Fifth Third Bancorp | 0.00% | Add +39.3% | 698 | $36K |
| Glassman Wealth Services | 0.01% | Reduce -93.9% | 650 | $33K |
| SouthState Bank Corp | 0.00% | No change | 650 | $33K |
| Earned Wealth Advisors, LLC | 0.01% | New | 648 | $33K |
| Beacon Capital Management, LLC | 0.00% | New | 626 | $32K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 615 | $32K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +1.0% | 596 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 590 | $30K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 585 | $30K |
| Gables Capital Management Inc. | 0.02% | New | 1,162 | $30K |
| Rothschild Investment LLC | 0.00% | Add +64.9% | 577 | $30K |
| Family Asset Management, LLC | 0.02% | Reduce -8.2% | 561 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.6% | 538 | $28K |
| Barclays PLC | 0.00% | No change | 536 | $28K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 532 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -77.6% | 512 | $26K |
| M&R Capital Management Inc. | 0.01% | Add +0.8% | 503 | $26K |
| Pacifica Partners Inc. | 0.01% | Reduce -2.9% | 499 | $26K |
| Main Street Group, LTD | 0.01% | Add +0.2% | 496 | $26K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 478 | $25K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 455 | $23K |
| Halpern Financial, Inc. | 0.01% | No change | 450 | $23K |
| ORG Partners LLC | 0.00% | No change | 442 | $23K |
| Wagner Wealth Management, LLC | 0.01% | Add +4.0% | 415 | $21K |
| WFA of San Diego, LLC | 0.02% | Add +0.5% | 400 | $21K |
| American Capital Advisory, LLC | 0.01% | Reduce -13.4% | 400 | $21K |
| Aspect Partners, LLC | 0.01% | No change | 398 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 398 | $20K |
| Tsfg, LLC | 0.00% | No change | 395 | $20K |
| Archer Investment Corp | 0.01% | Add +154.9% | 362 | $19K |
| BlackRock, Inc. | 0.00% | — | 349 | $18K |
| Piscataqua Savings Bank | 0.02% | No change | 344 | $18K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 326 | $17K |
| Dagco, Inc. | 0.01% | No change | 321 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -4.5% | 320 | $16K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -45.2% | 312 | $16K |
| First Financial Corp. | 0.01% | Reduce -59.5% | 298 | $15K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Add +100.0% | 524 | $14K |
| GAMMA Investing LLC | 0.00% | Add +600.0% | 266 | $14K |
| Adirondack Trust Co. | 0.01% | No change | 262 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 250 | $13K |
| JNBA Financial Advisors | 0.00% | New | 250 | $13K |
| Uncommon Cents Investing LLC | 0.00% | New | 246 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 240 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 235 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 225 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | Add +19.0% | 232 | $12K |
| First Personal Financial Services | 0.00% | New | 228 | $12K |
| Flaharty Asset Management, LLC | 0.00% | New | 224 | $12K |
| Franklin Resources Inc. | 0.00% | No change | 420 | $11K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 202 | $10K |
| Pineridge Advisors LLC | 0.00% | Reduce -19.2% | 202 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 200 | $10K |
| GS Investments, Inc. | 0.00% | No change | 200 | $10K |
| NWK Group, Inc. | 0.00% | No change | 196 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 192 | $10K |
| Bray Capital Advisors | 0.00% | No change | 190 | $10K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 188 | $10K |
| Bokf, NA | 0.00% | No change | 186 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 176 | $9K |
| GoalVest Advisory LLC | 0.00% | New | 173 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 163 | $8K |
| FSA Wealth Management LLC | 0.00% | — | 161 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -50.5% | 148 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 148 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 142 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 140 | $7K |
| West Oak Capital, LLC | 0.00% | Add +51.0% | 13,877 | $7K |
| Hemington Wealth Management | 0.00% | New | 292 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +350.0% | 135 | $7K |
| WASHINGTON TRUST Co | 0.00% | No change | 120 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 119 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -84.3% | 115 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.6% | 103 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 99 | $5K |
| CNB Bank | 0.00% | No change | 98 | $5K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 100 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 94 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Add +370.0% | 94 | $5K |
| Albion Financial Group | 0.00% | Add +80.0% | 90 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 88 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 80 | $4K |
| Godsey & Gibb, Inc. | 0.00% | No change | 78 | $4K |
| City State Bank | 0.00% | Add +102.7% | 75 | $4K |
| Truvestments Capital LLC | 0.00% | New | 74 | $4K |
| Arax Advisory Partners | 0.00% | No change | 55 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Add +264.3% | 51 | $3K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 48 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 46 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 41 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 38 | $2K |
| Hoey Investments, Inc. | 0.00% | No change | 40 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +125.0% | 36 | $2K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 28 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | New | 27 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 26 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 18 | $927 |
| Macroview Investment Management LLC | 0.00% | No change | 15 | $763 |
| Peterson Financial Group, Inc. | 0.00% | New | 12 | $620 |
| Mendota Financial Group, LLC | 0.00% | No change | 12 | $618 |
| Ascentis Independent Advisors | 0.00% | New | 11 | $566 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $412 |
| Global Trust Asset Management, LLC | 0.00% | No change | 8 | $412 |
| Atticus Wealth Management, LLC | 0.00% | No change | 2 | $108 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $103 |
| Reston Wealth Management LLC | 0.00% | New | 1 | $55 |
| Balentine LLC | 0.00% | No change | 1 | $52 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $51 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.