Schwab US Small-Cap ETFSCHAETF
13F holders, Q4 2024 (December 31)1,169holders +98
77new positions
48sold out
3famous investors
$25.90avg. 13F price*
At the end of Q4 2024, 1,169 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 98 from Q3 2024. 77 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.2B), Empower Advisory Group, LLC ($655.2M) and Sei Investments Co. ($355.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $55.7M |
| Exits | 48 | $48.9M |
All 13F filers, Q3 2024 → Q4 2024: 12,617,126 shares bought and 16,980,816 shares sold, net −4,363,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| Bank of America Corp. | 0.11% | Add +4.7% | 46,334,067 | $1.2B |
| Empower Advisory Group, LLC | 2.21% | Add +3.0% | 25,335,420 | $655.2M |
| Sei Investments Co. | 0.46% | Reduce -6.0% | 13,755,837 | $355.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +58.1% | 6,306,514 | $163.1M |
| Financial Engines Advisors L.L.C. | 0.28% | Reduce -2.9% | 5,099,991 | $131.9M |
| Cerity Partners LLC | 0.26% | Add +2.8% | 4,646,799 | $120.2M |
| Creative Planning | 0.11% | Reduce -3.0% | 4,524,557 | $117.0M |
| Advisory Alpha, LLC | 3.90% | Reduce -2.0% | 4,232,965 | $109.5M |
| UBS Group AG | 0.02% | Add +3.4% | 3,674,882 | $95.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.6% | 3,429,894 | $88.7M |
| Mariner, LLC | 0.13% | Add +1.2% | 2,944,405 | $76.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -45.6% | 2,918,922 | $75.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.5% | 2,854,815 | $73.8M |
| HighTower Advisors, LLC | 0.09% | Add +3.6% | 2,616,584 | $67.7M |
| LPL Financial LLC | 0.03% | Add +6.7% | 2,405,263 | $62.2M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -59.9% | 2,398,866 | $62.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 2,295,764 | $59.4M |
| Marcum Wealth, LLC | 4.70% | Reduce -5.4% | 2,092,926 | $54.1M |
| Savant Capital, LLC | 0.38% | Reduce -7.9% | 1,886,204 | $48.8M |
| Steele Capital Management, Inc. | 2.16% | Add +0.4% | 1,607,261 | $41.6M |
| Moneta Group Investment Advisors LLC | 0.52% | Reduce -49.4% | 1,435,140 | $37.1M |
| Sims Investment Management, LLC | 20.67% | — | 1,413,610 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.4% | 1,438,724 | $36.1M |
| Gemmer Asset Management LLC | 3.41% | Reduce -1.1% | 1,341,613 | $34.7M |
| Focus Partners Wealth | 0.09% | Add +15.7% | 1,301,309 | $33.7M |
| Rainey & Randall Wealth Advisors Inc. | 6.39% | Reduce -25.1% | 1,246,176 | $32.2M |
| Klingenstein Fields & Co. LP | 1.26% | Reduce -8.7% | 1,211,020 | $31.3M |
| Corient Private Wealth LP | 0.05% | Reduce -1.3% | 1,169,439 | $30.2M |
| Mokosak Advisory Group, LLC | 8.61% | Add +0.2% | 1,110,523 | $28.7M |
| Summit Financial Strategies, Inc. | 3.12% | Reduce -0.9% | 1,094,246 | $28.3M |
| Legacy Wealth Management, LLC | 1.79% | Reduce -2.0% | 1,079,434 | $27.9M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 1,050,496 | $27.1M |
| Kohmann Bosshard Financial Services, LLC | 3.25% | Add +22.2% | 1,045,716 | $27.0M |
| RKL Wealth Management LLC | 2.34% | Reduce -12.4% | 1,017,671 | $26.3M |
| Foundations Investment Advisors, LLC | 0.47% | Add +3.5% | 946,574 | $24.5M |
| BlueSky Wealth Advisors, LLC | 3.70% | Add +3.3% | 916,130 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 913,328 | $23.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 900,057 | $23.3M |
| First International Bank & Trust | 7.44% | Add +3.6% | 888,471 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -2.5% | 886,128 | $22.9M |
| Noble Family Wealth, LLC | 6.17% | Add +1.8% | 867,146 | $22.4M |
| ForthRight Wealth Management, LLC | 7.08% | Add +1.7% | 821,140 | $21.2M |
| Cetera Investment Advisers | 0.04% | Add +3.4% | 808,231 | $20.9M |
| Jones Financial Companies LLLP | 0.02% | Add +15.4% | 798,230 | $20.6M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -10.8% | 784,539 | $20.3M |
| Marshall Financial Group Inc. | 6.13% | Reduce -1.4% | 775,429 | $20.1M |
| CoreCap Advisors, LLC | 0.91% | Add +13.4% | 769,426 | $19.9M |
| Captrust Financial Advisors | 0.06% | Add +4.2% | 767,559 | $19.8M |
| FIDELIS iM, LLC | 9.70% | Reduce -9.1% | 764,326 | $19.8M |
| Strategic Financial Planning, Inc. | 13.41% | Add +3.2% | 760,942 | $19.7M |
| Raymond James Financial Inc. | 0.01% | — | 728,474 | $18.8M |
| White & Co Financial Planning Inc | 15.30% | — | 697,698 | $18.0M |
| TruNorth Capital Management, LLC | 4.85% | Add +6.6% | 685,790 | $17.7M |
| Charles Schwab Trust Co | 1.49% | Add +1.7% | 670,493 | $17.3M |
| Joule Financial, LLC | 6.10% | Add +8.2% | 667,432 | $17.3M |
| Sage Financial Group Inc. | 1.38% | Reduce -2.5% | 664,526 | $17.2M |
| Riversedge Advisors, LLC | 3.77% | Reduce -0.8% | 645,618 | $16.7M |
| MML Investors Services, LLC | 0.06% | Reduce -0.3% | 643,183 | $16.6M |
| Bangor Savings Bank | 1.54% | No change | 635,493 | $16.4M |
| Waterford Advisors, LLC | 8.25% | New | 626,777 | $16.2M |
| Visionary Wealth Advisors | 0.94% | Reduce -10.3% | 621,660 | $16.1M |
| Old National Bancorp | 0.38% | Reduce -2.1% | 617,950 | $16.0M |
| Johnson Investment Counsel Inc. | 0.15% | Add +1.1% | 615,010 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.4% | 609,961 | $15.8M |
| Ascension Capital Advisors, Inc. | 6.85% | Add +3.1% | 608,112 | $15.7M |
| Burt Wealth Advisors | 3.89% | Add +0.4% | 592,315 | $15.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.73% | Add +0.4% | 590,903 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.7% | 585,883 | $15.2M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -60.4% | 558,501 | $15.1M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.6% | 572,459 | $14.8M |
| Tradewinds Capital Management, LLC | 3.79% | Add +437.7% | 554,960 | $14.4M |
| Curi Capital, LLC | 0.33% | Add +1.8% | 550,366 | $14.2M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -3.5% | 548,859 | $14.2M |
| Clearwater Capital Advisors, LLC | 1.37% | Add +2.4% | 542,868 | $14.0M |
| Matrix Trust Co | 2.39% | No change | 532,878 | $13.8M |
| ZynergyRetirementPlanningLLC | 9.64% | Reduce -50.0% | 265,573 | $13.7M |
| Main Street Financial Solutions, LLC | 1.34% | Add +4.4% | 524,465 | $13.6M |
| First National Corp. /Ma/ | 3.07% | Add +4.4% | 524,178 | $13.6M |
| Chicago Partners Investment Group LLC | 0.42% | Reduce -46.5% | 488,433 | $12.7M |
| Buckingham Capital Management, Inc. | 1.45% | Reduce -3.6% | 490,214 | $12.7M |
| Meridian Management Co. | 3.30% | Reduce -14.3% | 484,640 | $12.5M |
| Tiller Private Wealth, Inc. | 5.08% | Add +2.5% | 463,201 | $12.0M |
| US Bancorp \de | 0.02% | Add +1.0% | 455,027 | $11.8M |
| North Star Asset Management Inc. | 0.52% | Reduce -0.1% | 454,963 | $11.8M |
| IMA Advisory Services, Inc. | 1.41% | Add +1.5% | 454,218 | $11.7M |
| MAI Capital Management | 0.09% | Add +114.5% | 445,902 | $11.5M |
| HHM Wealth Advisors, LLC | 1.56% | Add +1.7% | 444,827 | $11.5M |
| Betterment LLC | 0.03% | Add +49.4% | 443,404 | $11.5M |
| Tradition Wealth Management, LLC | 0.99% | No change | 435,482 | $11.3M |
| Appleton Partners Inc. | 0.83% | Add +1.2% | 432,409 | $11.2M |
| Christensen, King & Associates Investment Services, Inc. | 5.22% | Add +1.4% | 424,716 | $11.1M |
| St. Johns Investment Management Company, LLC | 5.16% | No change | 428,941 | $11.1M |
| Souders Financial Advisors | 1.52% | Reduce -5.9% | 421,280 | $10.9M |
| New York Life Investment Management LLC | 0.11% | Reduce -16.0% | 420,188 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +0.8% | 419,022 | $10.8M |
| Focus Financial Network, Inc. | 0.43% | Reduce -1.4% | 414,602 | $10.7M |
| Essex LLC | 2.22% | Reduce -2.2% | 408,079 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -1.7% | 402,867 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.1% | 378,178 | $10.3M |
| Alliance Wealth Management Group | 2.73% | Reduce -2.7% | 394,651 | $10.2M |
| Towercrest Capital Management | 1.65% | Reduce -2.7% | 394,651 | $10.2M |
| American Financial Advisors, LLC | 1.40% | Add +1.6% | 385,126 | $10.0M |
| Meridian Wealth Management, LLC | 0.47% | Reduce -11.8% | 383,958 | $9.9M |
| Missouri Trust & Investment Co | 3.46% | Add +2.8% | 380,829 | $9.8M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -0.3% | 377,665 | $9.8M |
| Sightline Wealth Advisors, LLC | 5.16% | Add +7.6% | 370,084 | $9.6M |
| Strategic Family Wealth Counselors, L.L.C. | 3.10% | Add +2.6% | 367,870 | $9.5M |
| Seneca Financial Advisors LLC | 4.58% | Add +4.9% | 356,515 | $9.2M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -5.5% | 353,112 | $9.1M |
| Curbstone Financial Management Corp | 1.93% | Add +0.6% | 352,742 | $9.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 348,824 | $9.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +20.6% | 348,121 | $9.0M |
| Courage Miller Partners, LLC | 2.95% | Add +0.3% | 333,401 | $8.6M |
| Anfield Capital Management, LLC | 3.12% | Add +1.2% | 332,606 | $8.6M |
| Bouchey Financial Group, Ltd. | 0.75% | Reduce -2.5% | 331,734 | $8.6M |
| St. Louis Trust Co | 1.22% | Add +6.3% | 331,189 | $8.6M |
| Lutz Financial Services LLC | 0.69% | Add +0.6% | 328,270 | $8.5M |
| Fort Point Capital Partners LLC | 0.95% | Add +40.7% | 327,369 | $8.5M |
| Financial Counselors Inc. | 0.12% | Add +1.4% | 327,142 | $8.5M |
| Patriot Investment Management Group, Inc. | 0.63% | Reduce -0.8% | 327,097 | $8.5M |
| Athena Investment Management | 4.88% | Add +0.8% | 325,496 | $8.4M |
| Advisors Capital Management, LLC | 0.13% | Add +13.9% | 324,047 | $8.4M |
| Salem Investment Counselors Inc. | 0.27% | Reduce -4.0% | 314,089 | $8.1M |
| Whittier Trust Co. | 0.11% | Reduce -1.4% | 311,551 | $8.1M |
| Mather Group, Llc. | 0.10% | Reduce -3.0% | 302,278 | $7.8M |
| Creekside Partners | 4.04% | Add +1.9% | 301,821 | $7.8M |
| HB Wealth Management, LLC | 0.08% | Reduce -2.4% | 298,629 | $7.7M |
| Whittier Trust Co. of Nevada Inc. | 0.19% | Reduce -0.3% | 296,598 | $7.7M |
| CW Advisors, LLC | 0.10% | Add +2.1% | 295,006 | $7.6M |
| Debussy Capital Management LP | 1.17% | Add +2.3% | 285,649 | $7.6M |
| Morris Financial Concepts, Inc. | 3.25% | Add +2.0% | 293,265 | $7.6M |
| Diversify Wealth Management, LLC | 0.58% | Reduce -49.5% | 294,719 | $7.5M |
| Sunbelt Securities, Inc. | 0.65% | Reduce -7.8% | 284,333 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +14.9% | 283,709 | $7.3M |
| Black Diamond Financial, LLC | 1.09% | Reduce -0.6% | 280,391 | $7.3M |
| Integrated Advisors Network LLC | 0.34% | Add +3.7% | 271,388 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 269,057 | $7.0M |
| Asset Management Group, Inc. | 1.24% | Add +0.5% | 268,835 | $7.0M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -2.8% | 264,095 | $6.8M |
| Horizon Financial Services, LLC | 3.82% | Add +2.9% | 262,724 | $6.8M |
| Asset Dedication, LLC | 0.53% | Reduce -3.3% | 260,853 | $6.7M |
| Valley Forge Investment Consultants Inc. Adv | 2.30% | Reduce -7.8% | 258,570 | $6.7M |
| Bell Investment Advisors, Inc | 1.25% | Add +1.0% | 258,315 | $6.7M |
| Marquette Asset Management, LLC | 1.08% | Reduce -0.7% | 256,971 | $6.6M |
| Hart & Patterson Financial Group LLC | 3.18% | Reduce -5.9% | 253,224 | $6.5M |
| Dodds Wealth, LLC | 2.10% | Reduce -48.2% | 243,378 | $6.5M |
| IFS Advisors, LLC | 5.12% | Reduce -2.2% | 251,924 | $6.5M |
| Gill Capital Partners, LLC | 2.32% | Add +0.5% | 250,115 | $6.5M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -10.7% | 244,066 | $6.3M |
| Friedenthal Financial | 3.67% | Reduce -0.7% | 243,078 | $6.3M |
| Arbor Trust Wealth Advisors, LLC | 2.94% | Add +4.0% | 242,918 | $6.3M |
| Townsquare Capital LLC | 0.07% | Reduce -7.5% | 240,094 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.28% | Reduce -0.4% | 239,781 | $6.2M |
| Compass Financial Group, INC | 1.17% | Add +3.4% | 239,375 | $6.2M |
| Cwm, LLC | 0.03% | Add +0.8% | 237,437 | $6.1M |
| FMR LLC | 0.00% | Add +9.1% | 236,955 | $6.1M |
| Fortis Capital Management LLC | 1.14% | Add +23.0% | 236,683 | $6.1M |
| Councilor Wealth, LLC | 2.87% | Reduce -3.7% | 233,623 | $6.0M |
| Copperwynd Financial, LLC | 1.65% | Add +5.4% | 230,715 | $6.0M |
| Garde Capital, Inc. | 0.39% | Reduce -3.2% | 228,981 | $5.9M |
| Guerra Pan Advisors, LLC | 4.22% | Add +23.4% | 225,576 | $5.8M |
| Orgel Wealth Management, LLC | 0.15% | Reduce -2.7% | 225,271 | $5.8M |
| Texas Yale Capital Corp. | 0.23% | Add +0.4% | 222,244 | $5.7M |
| Kavar Capital Partners Group, LLC | 0.97% | Reduce -0.2% | 221,963 | $5.7M |
| Brand Asset Management Group, Inc. | 2.29% | Add +0.3% | 217,659 | $5.6M |
| BCS Wealth Management | 1.39% | New | 216,294 | $5.6M |
| Compound Planning, Inc. | 0.28% | Add +3.7% | 211,947 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.47% | Add +3.4% | 211,924 | $5.5M |
| Chilton Capital Management LLC | 0.23% | Reduce -0.7% | 211,697 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +57.3% | 211,200 | $5.5M |
| Arax Advisory Partners | 0.34% | Add +190590.9% | 209,760 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.2% | 208,279 | $5.4M |
| Bernard Wealth Management Corp. | 2.52% | — | 207,103 | $5.4M |
| Modera Wealth Management, LLC | 0.06% | Reduce -3.3% | 205,607 | $5.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -3.3% | 204,214 | $5.3M |
| Tortoise Investment Management, LLC | 0.55% | Reduce -2.3% | 200,354 | $5.2M |
| Wealthspire Retirement, LLC | 0.41% | Add +5.2% | 198,539 | $5.1M |
| Cornerstone Wealth Group, LLC | 0.42% | Add +1.2% | 196,304 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.1% | 196,185 | $5.1M |
| Meeder Advisory Services, Inc. | 0.32% | Add +6.5% | 195,954 | $5.1M |
| Fifth Third Securities, Inc. | 0.43% | Add +3.7% | 193,725 | $5.0M |
| Cambridge Financial Group, LLC | 2.13% | Reduce -6.1% | 192,868 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +513.2% | 191,863 | $5.0M |
| Brown Wealth Management, LLC | 1.74% | Add +0.8% | 190,062 | $4.9M |
| Upper Left Wealth Management, LLC | 4.20% | Add +0.9% | 189,704 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +7.3% | 189,416 | $4.9M |
| Barden Capital Management, Inc. | 4.20% | Add +175.5% | 189,238 | $4.9M |
| Carolina Wealth Advisors, LLC | 2.63% | Reduce -9.9% | 188,711 | $4.9M |
| Blue Bell Private Wealth Management, LLC | 0.93% | Reduce -0.5% | 188,444 | $4.9M |
| Wilkins Miller Wealth Management, LLC | 5.08% | — | 187,892 | $4.9M |
| Evergreen Capital Management LLC | 0.16% | Reduce -0.7% | 186,562 | $4.8M |
| Womack Financial LLC | 4.24% | — | 184,837 | $4.8M |
| Ballast Advisors LLC | 1.46% | Add +0.1% | 183,142 | $4.7M |
| James J. Burns & Company, LLC | 0.82% | Reduce -0.1% | 182,958 | $4.7M |
| Cobblestone Asset Management LLC | 3.08% | New | 182,757 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 1.21% | Reduce -48.8% | 182,481 | $4.7M |
| Valley National Advisers Inc. | 0.84% | Add +1.6% | 180,924 | $4.7M |
| Nikulski Financial, Inc. | 1.36% | Add +1.9% | 179,538 | $4.6M |
| Floyd Financial Group LLC | 3.79% | — | 181,002 | $4.6M |
| IFP Advisors, Inc | 0.15% | Add +0.1% | 178,144 | $4.6M |
| Moneywise, Inc. | 2.30% | Reduce -27.6% | 177,190 | $4.6M |
| Game Plan Financial Advisors, LLC | 2.41% | Add +7.4% | 175,715 | $4.5M |
| Powers Advisory Group, LLC | 2.26% | Add +1.5% | 174,841 | $4.5M |
| WBH Advisory Inc. | 0.42% | Reduce -1.0% | 173,159 | $4.5M |
| Davis Capital Management | 3.63% | No change | 172,116 | $4.5M |
| Safeguard Financial, LLC | 0.96% | Add +6.6% | 170,211 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +1.5% | 168,696 | $4.4M |
| Koshinski Asset Management, Inc. | 0.37% | Reduce -11.8% | 166,385 | $4.3M |
| Cutler Investment Counsel LLC | 0.53% | Add +5.3% | 165,420 | $4.3M |
| Chesapeake Wealth Management | 1.44% | Reduce -0.7% | 162,440 | $4.2M |
| Anchor Investment Management, LLC | 0.39% | Reduce -2.0% | 161,548 | $4.2M |
| Stevens Capital Partners | 1.86% | Add +3.9% | 159,131 | $4.1M |
| Embree Financial Group | 0.70% | Add +0.6% | 158,672 | $4.1M |
| Consilium Wealth Advisory, LLC | 1.95% | Reduce -1.5% | 158,463 | $4.1M |
| Diligent Investors, LLC | 0.93% | Add +0.2% | 156,262 | $4.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.98% | Reduce -1.3% | 155,795 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.47% | Reduce -0.6% | 155,700 | $4.0M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -1.5% | 154,537 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -29.3% | 154,438 | $4.0M |
| Lighthouse Wealth Management Inc. | 3.64% | — | 153,794 | $4.0M |
| Campbell Wealth Management | 0.36% | Add +10.2% | 153,540 | $4.0M |
| Blair William & Co. | 0.01% | Add +21.6% | 153,082 | $4.0M |
| Lodestar Private Asset Management LLC | 0.49% | Add +2.5% | 152,989 | $4.0M |
| Cahill Financial Advisors Inc. | 0.53% | Reduce -2.8% | 152,285 | $3.9M |
| Gordian Advisors LLC | 3.08% | Reduce -7.2% | 150,749 | $3.9M |
| Adams Wealth Management | 0.74% | Add +1.0% | 148,813 | $3.8M |
| CacheTech Inc. | 0.72% | Add +1.0% | 148,813 | $3.8M |
| Pittenger & Anderson Inc. | 0.14% | Reduce -0.9% | 145,976 | $3.8M |
| Lido Advisors, LLC | 0.02% | Add +15.9% | 145,810 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.39% | Reduce -1.8% | 144,518 | $3.7M |
| Foster Victor Wealth Advisors, LLC | 0.29% | New | 140,400 | $3.7M |
| Independent Advisor Alliance | 0.05% | Add +1726.9% | 143,482 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.80% | Add +0.1% | 143,326 | $3.7M |
| FF Advisors,LLC | 2.52% | Reduce -52.9% | 135,410 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Add +11.3% | 140,935 | $3.6M |
| Berger Financial Group, Inc | 0.25% | Reduce -2.1% | 140,546 | $3.6M |
| Mission Wealth Management, LP | 0.09% | Reduce -15.7% | 139,610 | $3.6M |
| Leisure Capital Management | 1.41% | Add +2.1% | 138,846 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.1% | 138,047 | $3.6M |
| LVW Advisors, LLC | 0.43% | Reduce -1.8% | 137,284 | $3.6M |
| ProVise Management Group, LLC | 0.30% | Reduce -8.6% | 135,341 | $3.5M |
| PrairieView Partners, LLC | 0.36% | Reduce -10.0% | 134,377 | $3.5M |
| Capital Insight Partners, LLC | 0.60% | Add +0.3% | 134,086 | $3.5M |
| Community Bank, N.A. | 0.44% | Reduce -1.2% | 133,918 | $3.5M |
| K2 Financial Inc. | 3.44% | — | 135,253 | $3.5M |
| Wealth Architects, LLC | 0.39% | No change | 133,224 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.5% | 130,231 | $3.4M |
| Outfitters Financial LLC | 2.74% | Reduce -0.6% | 132,436 | $3.4M |
| DHJJ Financial Advisors, Ltd. | 1.33% | Reduce -2.7% | 132,425 | $3.4M |
| NBT Bank, N.A. | 0.24% | Reduce -1.6% | 132,405 | $3.4M |
| Values Added Financial LLC | 1.98% | Add +6.2% | 132,294 | $3.4M |
| Petra Financial Advisors Inc. | 2.32% | Add +2.4% | 132,154 | $3.4M |
| Allworth Financial LP | 0.02% | Add +39.3% | 126,452 | $3.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -12.6% | 131,476 | $3.4M |
| Creegan & Nassoura Financial Group, LLC | 2.25% | Reduce -2.7% | 129,386 | $3.3M |
| Destination Wealth Management | 0.10% | Reduce -4.2% | 128,505 | $3.3M |
| Elm Partners Management LLC | 0.23% | Add +45.0% | 128,479 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.88% | Reduce -0.2% | 126,901 | $3.3M |
| Patten & Patten Inc. | 0.21% | Add +51.6% | 125,488 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +13.9% | 125,378 | $3.2M |
| Next Capital Management LLC | 1.30% | Reduce -0.5% | 122,198 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +3.5% | 121,942 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +6.6% | 121,338 | $3.1M |
| Paces Ferry Wealth Advisors, LLC | 1.52% | Reduce -0.3% | 120,913 | $3.1M |
| Gleason Group, Inc. | 0.55% | Add +2.6% | 120,247 | $3.1M |
| Winthrop Capital Management, LLC | 0.83% | New | 120,050 | $3.1M |
| Elser Financial Planning, Inc | 0.18% | Reduce -6.9% | 118,919 | $3.1M |
| Broadleaf Partners, LLC | 0.72% | Reduce -1.2% | 118,632 | $3.1M |
| Sensible Money, LLC | 1.34% | Reduce -0.5% | 118,271 | $3.1M |
| Northeast Financial Group, Inc. | 1.17% | Add +7.3% | 118,178 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +4.5% | 116,781 | $3.0M |
| BNC Wealth Management, LLC | 0.99% | Add +5.3% | 116,641 | $3.0M |
| Phillips Financial Management, LLC | 0.24% | Reduce -0.5% | 116,234 | $3.0M |
| Larson Financial Group LLC | 0.16% | Add +7.8% | 116,054 | $3.0M |
| Vision Capital Management, Inc. | 0.44% | Reduce -0.5% | 115,564 | $3.0M |
| Asset Allocation Strategies LLC | 0.72% | Add +89.3% | 113,237 | $3.0M |
| Element Wealth, LLC | 1.54% | Reduce -0.4% | 113,562 | $2.9M |
| Leavell Investment Management, Inc. | 0.14% | Add +1.1% | 113,117 | $2.9M |
| Harbor Group, Inc. | 0.66% | Reduce -0.9% | 112,778 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -8.8% | 112,122 | $2.9M |
| Liberty Capital Management, Inc. | 0.64% | Add +0.4% | 111,396 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -10.1% | 111,081 | $2.9M |
| Family Firm, Inc. | 0.64% | No change | 110,656 | $2.9M |
| Signal Advisors Wealth, LLC | 0.32% | New | 110,379 | $2.9M |
| Strategic Financial Concepts, LLC | 0.55% | Add +23.9% | 110,281 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.3% | 110,019 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.1% | 109,898 | $2.8M |
| Arcataur Capital Management LLC | 0.95% | Reduce -1.4% | 109,536 | $2.8M |
| Sunburst Financial Group, LLC | 0.70% | Reduce -16.1% | 109,140 | $2.8M |
| Frisco Financial Planning LLC | 2.78% | — | 108,730 | $2.8M |
| Tme Financial, Inc. | 2.62% | — | 54,374 | $2.8M |
| Clayton Financial Group LLC | 0.99% | Add +2.0% | 106,052 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +3.0% | 106,012 | $2.7M |
| IHT Wealth Management, LLC | 0.09% | Reduce -49.9% | 105,135 | $2.7M |
| WealthShield Partners, LLC | 0.39% | Add +0.7% | 105,102 | $2.7M |
| Bank of Montreal | 0.00% | Add +13.0% | 104,620 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.50% | Add +0.4% | 102,710 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -1.8% | 101,964 | $2.6M |
| AQR Capital Management | 0.00% | Add +3.4% | 101,958 | $2.6M |
| Triangle Securities Wealth Management | 0.68% | Add +3.1% | 101,761 | $2.6M |
| HC Advisors, LLC | 2.09% | Add +7.8% | 100,604 | $2.6M |
| Revolve Wealth Partners, LLC | 0.38% | Add +2.1% | 100,044 | $2.6M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -1.2% | 99,908 | $2.6M |
| McAdam, LLC | 0.14% | Reduce -2.4% | 99,711 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Reduce -5.1% | 99,335 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.14% | Reduce -3.2% | 98,904 | $2.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +224.3% | 97,925 | $2.5M |
| Caprock Group, LLC | 0.08% | Add +6.0% | 97,757 | $2.5M |
| Investors Research Corp | 0.55% | Reduce -0.7% | 96,133 | $2.5M |
| Foster Group, Inc. | 0.09% | Add +1.4% | 95,759 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.10% | Reduce -1.0% | 95,570 | $2.5M |
| Berkshire Asset Management LLC | 0.12% | Reduce -2.7% | 91,552 | $2.5M |
| Callan Capital, LLC | 0.18% | Reduce -1.5% | 94,155 | $2.4M |
| Transform Wealth, LLC | 0.14% | Reduce -1.1% | 94,033 | $2.4M |
| Lee Financial Co | 0.34% | Reduce -0.6% | 93,152 | $2.4M |
| Jackson Creek Investment Advisors LLC | 0.72% | Add +5.8% | 92,607 | $2.4M |
| Bensler, LLC | 0.28% | Reduce -7.3% | 92,109 | $2.4M |
| Eagle Harbor Asset Management Inc. | 2.38% | No change | 91,881 | $2.4M |
| Murphy & Mullick Capital Management Corp | 2.18% | — | 91,596 | $2.4M |
| MADDEN SECURITIES Corp | 0.95% | Reduce -2.0% | 91,475 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +94.6% | 90,625 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.9% | 90,418 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +14.9% | 90,418 | $2.3M |
| Centerpoint Advisors, LLC | 0.81% | No change | 90,000 | $2.3M |
| L.K. Benson & Company, P.C. | 1.62% | — | 88,865 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.6% | 88,608 | $2.3M |
| Sage Financial Management Group, Inc. | 0.85% | Reduce -1.4% | 88,311 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +81.1% | 87,969 | $2.3M |
| Comerica Bank | 0.01% | Reduce -25.9% | 87,674 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.15% | Add +1.9% | 87,561 | $2.3M |
| Boltwood Capital Management | 0.69% | Reduce -0.7% | 87,446 | $2.3M |
| Archer Investment Management, LLC | 1.39% | — | 87,198 | $2.3M |
| Csenge Advisory Group | 0.12% | Reduce -47.7% | 86,598 | $2.2M |
| Firestone Capital Management | 0.55% | Add +6.8% | 85,344 | $2.2M |
| Accelerate Investment Advisors LLC | 1.94% | Add +4.5% | 84,861 | $2.2M |
| Dakota Wealth Management | 0.05% | Add +1.7% | 84,599 | $2.2M |
| Denver PWM, LLC | 0.84% | Reduce -2.1% | 83,967 | $2.2M |
| Ameritas Advisory Services, LLC | 0.07% | Add +4.9% | 83,610 | $2.2M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -2.5% | 83,479 | $2.2M |
| Code Waechter LLC | 1.86% | Reduce -0.4% | 82,633 | $2.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -22.5% | 82,485 | $2.1M |
| C M Bidwell & Associates Ltd. | 1.29% | No change | 82,215 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -10.8% | 81,991 | $2.1M |
| Bogart Wealth, LLC | 0.10% | Reduce -0.6% | 81,892 | $2.1M |
| Exchange Capital Management, Inc. | 0.34% | Reduce -18.4% | 81,789 | $2.1M |
| Wealth Group Ltd | 0.61% | Reduce -0.6% | 81,261 | $2.1M |
| Certior Financial Group, LLC | 1.87% | — | 81,231 | $2.1M |
| Von Berge Wealth Management Group, LLC | 1.25% | Reduce -49.8% | 76,835 | $2.1M |
| Everhart Financial Group, Inc. | 0.42% | Reduce -20.5% | 78,991 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +141.4% | 78,873 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.8% | 78,630 | $2.0M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -12.5% | 78,383 | $2.0M |
| Breed's Hill Capital LLC | 1.04% | No change | 77,256 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -2.9% | 77,189 | $2.0M |
| Aspen Investment Management Inc | 0.92% | Add +0.7% | 76,862 | $2.0M |
| Moller Wealth Partners | 0.52% | Reduce -10.6% | 76,116 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +10.1% | 75,956 | $2.0M |
| American Investment Services, Inc. | 0.35% | Reduce -3.7% | 75,526 | $2.0M |
| Whelan Financial | 0.76% | Reduce -0.4% | 74,265 | $1.9M |
| Guardian Financial Partners, LLC | 1.14% | Add +14.1% | 74,165 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -2.5% | 73,763 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -9.7% | 73,441 | $1.9M |
| Independent Solutions Wealth Management, LLC | 0.41% | Reduce -10.4% | 72,708 | $1.9M |
| EWG Elevate Inc. | 0.57% | Add +2.4% | 72,667 | $1.9M |
| Bailard, Inc. | 0.05% | Reduce -0.7% | 71,743 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.3% | 71,560 | $1.9M |
| SWS Partners | 0.56% | Add +4.0% | 71,201 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +0.2% | 70,596 | $1.8M |
| VSM Wealth Advisory, LLC | 0.65% | — | 70,487 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -0.2% | 69,433 | $1.8M |
| Abound Wealth Management | 0.57% | Add +3.5% | 68,701 | $1.8M |
| Summit Financial, LLC | 0.06% | Add +56.2% | 68,267 | $1.8M |
| Duncker Streett & Co. Inc. | 0.32% | Add +0.6% | 67,459 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +4.8% | 67,425 | $1.7M |
| Madison Park Capital Advisors, LLC | 1.39% | Add +0.2% | 67,342 | $1.7M |
| Hanseatic Management Services Inc. | 2.21% | Reduce -2.5% | 67,228 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -3.8% | 66,883 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +121.0% | 66,850 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | New | 66,271 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +121.4% | 66,270 | $1.7M |
| Columbus Macro, LLC | 0.24% | Add +633.6% | 65,879 | $1.7M |
| Milestone Investment Advisors LLC | 0.45% | Add +9.8% | 64,659 | $1.7M |
| Compass Advisory Group LLC | 0.60% | Reduce -13.5% | 64,556 | $1.7M |
| LTG Capital LLC | 1.40% | No change | 64,522 | $1.7M |
| Oakwell Private Wealth Management, LLC | 0.46% | No change | 64,045 | $1.7M |
| Savvy Advisors, Inc. | 0.20% | Add +3.3% | 63,802 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -27.7% | 64,400 | $1.6M |
| Aspen Grove Capital, LLC | 0.34% | Add +0.6% | 62,848 | $1.6M |
| Arcadia Investment Advisors LLC | 0.89% | Reduce -1.1% | 62,843 | $1.6M |
| Financial Advisors, LLC | 0.31% | No change | 62,792 | $1.6M |
| CRA Financial Services, LLC | 0.28% | No change | 62,665 | $1.6M |
| Renaissance Technologies | 0.00% | New | 62,400 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Reduce -1.4% | 61,953 | $1.6M |
| Allen Capital Group, LLC | 0.19% | Add +1.3% | 61,025 | $1.6M |
| Capital Analysts, LLC | 0.06% | Reduce -9.1% | 60,922 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -1.0% | 60,161 | $1.6M |
| Spinnaker Investment Group, LLC | 0.37% | Reduce -3.3% | 59,341 | $1.5M |
| Cape Investment Advisory, Inc. | 0.60% | Reduce -3.1% | 59,016 | $1.5M |
| Greenhouse Wealth Management, LLC | 1.01% | Add +0.4% | 58,914 | $1.5M |
| Pettyjohn, Wood & White, Inc. | 0.28% | Add +5.9% | 58,908 | $1.5M |
| Generation Capital Management LLC | 1.30% | — | 58,878 | $1.5M |
| West Paces Advisors Inc. | 0.37% | Reduce -6.6% | 58,033 | $1.5M |
| Envision Financial LLC | 1.20% | — | 57,767 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +41.1% | 57,719 | $1.5M |
| Panoramic Investment Advisors, LLC | 0.97% | Add +2.7% | 57,696 | $1.5M |
| Planned Solutions, Inc. | 0.60% | Reduce -75.8% | 56,845 | $1.5M |
| Summit Financial Wealth Advisors, LLC | 0.29% | Add +88.7% | 55,587 | $1.5M |
| Nestegg Advisors, Inc. | 1.47% | — | 54,564 | $1.5M |
| Northwest Capital Management Inc | 0.62% | Reduce -15.4% | 55,740 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -10.6% | 55,586 | $1.4M |
| Cambridge Advisors Inc. | 0.32% | Add +1.1% | 55,519 | $1.4M |
| Belpointe Asset Management LLC | 0.09% | Reduce -49.5% | 28,027 | $1.4M |
| WR Wealth Planners, LLC | 0.46% | Reduce -54.5% | 55,375 | $1.4M |
| ARK & TLK Investments, LLC | 0.50% | No change | 55,180 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.5% | 54,752 | $1.4M |
| Ironwood Wealth Management, LLC. | 0.44% | Reduce -3.0% | 54,696 | $1.4M |
| Quadrature Capital Ltd | 0.03% | New | 54,700 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.80% | Add +0.2% | 54,580 | $1.4M |
| PFG Advisors | 0.09% | Reduce -5.0% | 54,491 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | No change | 54,299 | $1.4M |
| Krilogy Financial LLC | 0.09% | Reduce -20.5% | 54,051 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -1.7% | 53,703 | $1.4M |
| Passive Capital Management, LLC. | 0.49% | Reduce -0.3% | 53,601 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.0% | 53,561 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +36.9% | 53,286 | $1.4M |
| Bravias Capital Group, LLC | 1.11% | — | 51,217 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.55% | Reduce -6.6% | 52,849 | $1.4M |
| Armor Investment Advisors, LLC | 0.56% | Reduce -2.0% | 52,798 | $1.4M |
| Smith Thornton Advisors LLC | 0.86% | Add +10.7% | 52,790 | $1.4M |
| Opus Capital Group, LLC | 0.17% | Reduce -0.6% | 52,322 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +1.9% | 52,061 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.9% | 51,550 | $1.3M |
| Vise Technologies, Inc. | 0.11% | Add +4.6% | 51,709 | $1.3M |
| Fonville Wealth Management LLC | 0.44% | Reduce -4.8% | 51,241 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | Reduce -1.2% | 50,784 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.5% | 50,678 | $1.3M |
| Private Capital Management LLC | 0.26% | Add +11.2% | 50,564 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.74% | Add +0.2% | 50,450 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.09% | Add +1.7% | 49,986 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Reduce -4.3% | 49,676 | $1.3M |
| Omega Financial Group, LLC | 0.48% | Reduce -1.2% | 49,481 | $1.3M |
| Blossom Wealth Management | 2.45% | Reduce -0.3% | 49,283 | $1.3M |
| BCK Partners, Inc. | 0.78% | Reduce -9.6% | 49,245 | $1.3M |
| Enclave Advisors LLC | 0.21% | Reduce -6.3% | 49,083 | $1.3M |
| NorthRock Partners, LLC | 0.04% | Add +0.5% | 48,987 | $1.3M |
| Ironwood Financial, llc | 0.26% | Add +17.6% | 48,635 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.86% | Reduce -0.8% | 48,607 | $1.3M |
| Joseph Group Capital Management | 0.49% | Reduce -9.4% | 48,561 | $1.3M |
| Climber Capital SA | 1.03% | — | 51,164 | $1.3M |
| Sculati Wealth Management, LLC | 0.50% | Reduce -4.8% | 48,343 | $1.3M |
| Great Waters Wealth Management | 0.16% | Reduce -2.6% | 48,229 | $1.2M |
| Cynosure Group, LLC | 0.19% | Add +0.6% | 48,110 | $1.2M |
| Custos Family Office, LLC | 0.43% | No change | 48,006 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.23% | Reduce -4.3% | 48,002 | $1.2M |
| Laraway Financial Advisors Inc | 0.95% | Reduce -0.2% | 47,823 | $1.2M |
| TPG Advisors LLC | 0.96% | Add +0.4% | 47,745 | $1.2M |
| Paulson Wealth Management Inc. | 0.34% | Reduce -7.8% | 47,509 | $1.2M |
| Mendel Capital Management LLC | 0.74% | Add +9.6% | 46,978 | $1.2M |
| United Advisor Group, LLC | 0.24% | Add +216.6% | 46,692 | $1.2M |
| Milestone Asset Management Group, LLC | 1.07% | — | 46,369 | $1.2M |
| Advisor OS, LLC | 0.14% | Add +4.3% | 46,326 | $1.2M |
| Warwick Investment Management, Inc. | 0.25% | Reduce -0.2% | 46,221 | $1.2M |
| Scarborough Advisors, LLC | 0.17% | Reduce -12.0% | 46,095 | $1.2M |
| Intellus Advisors LLC | 0.21% | — | 46,003 | $1.2M |
| Summit Asset Management, LLC | 0.21% | Reduce -1.8% | 45,500 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.66% | Reduce -0.4% | 45,448 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.83% | Reduce -3.4% | 45,419 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -1.0% | 45,388 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Add +1.0% | 45,328 | $1.2M |
| Strategic Equity Management | 0.49% | Reduce -25.2% | 45,123 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.29% | Reduce -1.1% | 45,037 | $1.2M |
| North Forty Two & Co. | 1.34% | — | 45,002 | $1.2M |
| Hengehold Capital Management LLC | 0.11% | No change | 44,913 | $1.2M |
| Holderness Investments Co. | 0.26% | Add +3.1% | 44,760 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -1.6% | 44,634 | $1.2M |
| Nicollet Investment Management, Inc. | 0.39% | Reduce -0.5% | 44,464 | $1.1M |
| OneAscent Financial Services LLC | 0.10% | New | 44,323 | $1.1M |
| Wisconsin Capital Management LLC | 0.63% | No change | 44,000 | $1.1M |
| MilWealth Group LLC | 0.31% | No change | 43,525 | $1.1M |
| Finer Wealth Management, Inc. | 0.64% | Add +20.1% | 43,373 | $1.1M |
| Crescent Sterling, Ltd. | 1.14% | Reduce -4.7% | 42,787 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +3.5% | 42,334 | $1.1M |
| Collective Family Office LLC | 0.30% | Reduce -10.2% | 42,256 | $1.1M |
| Wiser Advisor Group LLC | 1.58% | Add +0.5% | 42,132 | $1.1M |
| Claro Advisors Inc. | 0.15% | Add +1.1% | 42,029 | $1.1M |
| Red Tortoise LLC | 0.57% | Reduce -4.4% | 39,912 | $1.1M |
| Oldfather Financial Services, LLC | 0.41% | Add +0.6% | 41,842 | $1.1M |
| Rede Wealth, LLC | 0.41% | Add +1.3% | 41,832 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 41,822 | $1.1M |
| Phil A. Younker & Associates, Ltd. | 1.08% | — | 41,798 | $1.1M |
| Ifrah Financial Services, Inc. | 0.29% | Add +2.5% | 40,638 | $1.1M |
| Econ Financial Services Corp | 0.60% | Reduce -3.3% | 40,397 | $1.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.30% | Reduce -7.5% | 40,360 | $1.0M |
| Gradient Capital Advisors, LLC | 0.33% | Reduce -6.9% | 40,070 | $1.0M |
| Bristlecone Advisors, LLC | 0.08% | Add +0.9% | 39,908 | $1.0M |
| Family Investment Center, Inc. | 0.26% | Reduce -9.5% | 39,506 | $1.0M |
| Fulcrum Equity Management | 1.01% | Add +3.0% | 39,391 | $1.0M |
| Oarsman Capital, Inc. | 0.18% | Reduce -2.3% | 39,347 | $1.0M |
| Eley Financial Management, Inc | 0.39% | Reduce -1.5% | 39,064 | $1.0M |
| Plancorp, LLC | 0.04% | Add +1.7% | 38,852 | $1.0M |
| Mengis Capital Management, Inc. | 0.21% | Reduce -1.5% | 38,796 | $1.0M |
| Myecfo, LLC | 0.54% | Add +24.6% | 38,591 | $998K |
| Cozad Asset Management Inc. | 0.09% | No change | 38,007 | $983K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.7% | 37,996 | $983K |
| Strategic Investment Solutions, Inc. | 0.33% | Reduce -1.0% | 37,812 | $978K |
| Roberts Wealth Advisors, LLC | 0.30% | Add +0.3% | 37,136 | $977K |
| MBL Wealth, LLC | 0.10% | No change | 37,700 | $975K |
| Hilltop Partners LLC | 0.33% | Reduce -0.9% | 37,646 | $974K |
| Elevation Wealth Partners, LLC | 0.41% | Reduce -3.3% | 37,396 | $967K |
| Kades & Cheifetz LLC | 0.49% | Reduce -9.5% | 37,282 | $964K |
| Grantvest Financial Group LLC | 1.07% | — | 37,147 | $961K |
| Leverty Financial Group, LLC | 0.48% | Add +8.4% | 36,771 | $951K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -2.9% | 36,703 | $949K |
| Litman Gregory Wealth Management LLC | 0.08% | No change | 36,638 | $947K |
| Roundview Capital LLC | 0.07% | Reduce -0.9% | 36,375 | $941K |
| World Investment Advisors | 0.03% | Reduce -2.7% | 36,321 | $939K |
| Donaldson Capital Management, LLC | 0.04% | Add +1.5% | 36,246 | $937K |
| Clear Point Advisors Inc. | 0.80% | Add +0.2% | 36,212 | $936K |
| S.A. Mason LLC | 0.49% | Add +0.5% | 36,130 | $934K |
| Stark Wealth Management LLC | 0.69% | — | 36,026 | $932K |
| Coastwise Capital Group, LLC | 0.74% | Add +3.0% | 35,883 | $928K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 35,600 | $921K |
| Harbour Investments, Inc. | 0.03% | Reduce -7.5% | 35,398 | $915K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -0.9% | 34,922 | $903K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.5% | 34,430 | $890K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.42% | Reduce -13.4% | 34,315 | $887K |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -0.5% | 34,284 | $887K |
| Tempus Wealth Planning, LLC | 0.27% | Add +1.8% | 34,271 | $886K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.5% | 34,240 | $885K |
| Lowery Thomas, LLC | 0.57% | Add +1.7% | 33,880 | $876K |
| Virtue Capital Management, LLC | 0.18% | Reduce -4.2% | 33,670 | $871K |
| BLB&B Advisors, LLC | 0.04% | Reduce -16.0% | 33,659 | $870K |
| Nwam LLC | 0.05% | Reduce -0.4% | 33,364 | $863K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -1.6% | 33,290 | $861K |
| Windsor Advisory Group, LLC | 0.99% | New | 33,069 | $855K |
| Pinnacle Wealth Management, LLC | 0.94% | Add +29.3% | 32,540 | $841K |
| Clearview Wealth Advisors LLC | 0.62% | Add +1.1% | 31,568 | $816K |
| Facet Wealth, Inc. | 0.02% | Reduce -51.5% | 30,491 | $812K |
| Twele Capital Management, Inc. | 0.17% | Add +2.4% | 31,017 | $802K |
| Glass Jacobson Investment Advisors llc | 0.26% | No change | 31,006 | $802K |
| Bond & Devick Financial Network, Inc. | 0.34% | Reduce -50.0% | 15,561 | $801K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 30,928 | $800K |
| Advisory Services Network, LLC | 0.01% | Add +0.5% | 30,862 | $798K |
| StoneX Group Inc. | 0.04% | Add +2.8% | 30,769 | $796K |
| Paradigm, Strategies in Wealth Management, LLC | 0.52% | Reduce -0.7% | 30,662 | $793K |
| Asset Planning Services Inc. /La/ | 0.39% | Add +1.8% | 30,622 | $792K |
| Vanguard Capital Wealth Advisors | 0.87% | Add +14.9% | 30,614 | $792K |
| FSM Wealth Advisors, LLC | 0.19% | Add +9.1% | 29,849 | $789K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -3.1% | 30,489 | $788K |
| Parsons Capital Management Inc. | 0.04% | Add +2.5% | 30,385 | $786K |
| CWA Asset Management Group, LLC | 0.04% | No change | 30,232 | $782K |
| Park Avenue Securities LLC | 0.01% | Add +34.5% | 29,993 | $776K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.29% | Reduce -50.4% | 28,777 | $775K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Add +124.8% | 29,943 | $774K |
| Nemes Rush Group LLC | 0.09% | No change | 29,008 | $750K |
| Madison Wealth Partners, Inc | 0.21% | Reduce -3.4% | 28,965 | $749K |
| Blue Sky Capital Consultants Group, Inc. | 0.45% | — | 28,945 | $749K |
| Tiaa Trust, National Association | 0.00% | Add +25.2% | 28,932 | $748K |
| Westmount Partners, LLC | 0.22% | Add +56.7% | 28,503 | $737K |
| Wooster Corthell Wealth Management, Inc. | 0.16% | Reduce -7.5% | 28,346 | $733K |
| Synovus Financial Corp. | 0.01% | Reduce -43.8% | 28,299 | $732K |
| West Oak Capital, LLC | 0.39% | Add +1.9% | 28,270 | $731K |
| Voisard Asset Management Group, Inc. | 0.24% | Reduce -19.2% | 28,072 | $726K |
| Vanguard Group Inc. | 0.00% | Add +8.6% | 27,981 | $724K |
| Arrowroot Family Office, LLC | 0.37% | Add +2.5% | 27,870 | $721K |
| Round Rock Advisors LLC | 0.15% | New | 27,745 | $717K |
| CAP Partners, LLC | 0.51% | Reduce -0.6% | 27,717 | $717K |
| Evermay Wealth Management LLC | 0.11% | Reduce -1.2% | 27,690 | $716K |
| WealthPlan Investment Management, LLC | 0.07% | New | 27,661 | $715K |
| Aspire Capital Advisors LLC | 0.20% | Reduce -6.6% | 27,536 | $712K |
| AlphaCore Capital LLC | 0.15% | Reduce -13.1% | 27,345 | $707K |
| CVA Family Office, LLC | 0.11% | Reduce -2.7% | 27,327 | $707K |
| LifePlan Financial, LLC | 0.62% | Reduce -6.4% | 27,215 | $704K |
| Burkett Financial Services, LLC | 0.29% | Reduce -0.7% | 27,165 | $702K |
| Jacobi Capital Management LLC | 0.05% | Reduce -1.2% | 26,930 | $696K |
| &partners | 0.01% | Add +12.5% | 26,406 | $693K |
| Luminvest Wealth Management LLC | 0.28% | Add +4.0% | 26,794 | $693K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -9.0% | 26,666 | $690K |
| Yoffe Investment Management, LLC | 1.02% | — | 26,537 | $686K |
| Brass Tax Wealth Management, Inc. | 0.14% | Add +0.9% | 26,527 | $686K |
| Madden Advisory Services, Inc. | 0.32% | Reduce -0.5% | 26,397 | $683K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +102.4% | 26,256 | $679K |
| Capital Advisors Wealth Management, LLC | 0.12% | New | 26,080 | $674K |
| Warner Financial, Inc. | 0.29% | Add +9.0% | 26,079 | $674K |
| Mutual Advisors, LLC | 0.02% | Reduce -54.1% | 25,402 | $671K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.3% | 25,801 | $667K |
| Davidson Trust Co. | 0.34% | No change | 25,588 | $662K |
| Signaturefd, LLC | 0.01% | Reduce -14.1% | 25,562 | $661K |
| Evoke Wealth, LLC | 0.02% | Add +124.0% | 25,557 | $661K |
| NorthCoast Asset Management LLC | 0.00% | Add +14.8% | 25,502 | $659K |
| Apex Wealth Management, LLC | 0.57% | — | 25,476 | $659K |
| One Capital Management, LLC | 0.02% | Add +10.7% | 25,454 | $658K |
| Carret Asset Management, LLC | 0.07% | Add +45.7% | 25,111 | $649K |
| Quadcap Wealth Management, LLC | 0.09% | Add +114.9% | 24,887 | $644K |
| Delta Investment Management, LLC | 0.12% | New | 24,806 | $641K |
| HUB Investment Partners, LLC | 0.03% | Add +41.4% | 24,628 | $637K |
| Integral Investment Advisors, Inc. | 0.21% | Add +1.8% | 24,549 | $635K |
| Pegasus Asset Management, Inc. | 0.24% | Reduce -17.1% | 24,502 | $634K |
| Acropolis Investment Management, LLC | 0.04% | No change | 24,396 | $631K |
| Wedmont Private Capital | 0.03% | No change | 24,759 | $630K |
| John W. Brooker & Co., CPAs | 0.27% | No change | 24,296 | $628K |
| Legacy Bridge, LLC | 0.33% | No change | 24,160 | $625K |
| Nautilus Advisors LLC | 0.50% | — | 24,108 | $623K |
| AE Wealth Management LLC | 0.01% | Add +4.7% | 24,091 | $623K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -10.7% | 24,075 | $623K |
| Everstar Asset Management, LLC | 0.44% | Reduce -0.1% | 23,974 | $620K |
| Baldwin Investment Management, LLC | 0.08% | Reduce -3.8% | 23,907 | $618K |
| Kelleher Financial Advisors | 0.23% | No change | 23,848 | $617K |
| Money Concepts Capital Corp. | 0.05% | No change | 23,790 | $615K |
| Sawgrass Asset Management LLC | 0.07% | Add +11.6% | 23,312 | $603K |
| Clear Investment Research, LLC | 0.77% | Reduce -0.1% | 23,280 | $602K |
| Weaver Capital Management LLC | 0.17% | No change | 23,276 | $602K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.5% | 23,245 | $601K |
| Pacific Sun Financial Corp | 0.33% | Reduce -0.4% | 23,240 | $601K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -10.4% | 23,202 | $600K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -59.6% | 22,993 | $595K |
| Choreo, LLC | 0.01% | Reduce -2.7% | 22,981 | $594K |
| Hendershot Investments Inc. | 0.08% | Add +1.5% | 22,957 | $594K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +10.8% | 22,925 | $593K |
| Forte Capital LLC | 0.07% | No change | 22,696 | $587K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -14.8% | 22,636 | $585K |
| Dechtman Wealth Management, LLC | 0.11% | Reduce -0.5% | 22,582 | $584K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -0.8% | 22,318 | $577K |
| Freestone Capital Holdings, LLC | 0.02% | Add +29.0% | 22,160 | $573K |
| Brucke Financial, Inc. | 0.49% | — | 21,417 | $572K |
| American Trust | 0.04% | New | 22,087 | $571K |
| Condor Capital Management | 0.05% | Add +0.2% | 21,995 | $569K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -11.3% | 21,968 | $568K |
| Howe & Rusling Inc. | 0.05% | Add +0.3% | 21,955 | $568K |
| Armbruster Capital Management, Inc. | 0.12% | Reduce -0.2% | 21,930 | $567K |
| Long Island Wealth Management, Inc. | 0.35% | Add +0.3% | 21,930 | $567K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 21,922 | $567K |
| Pacific Sage Partners, LLC | 0.13% | Reduce -10.2% | 21,901 | $566K |
| Acas, LLC | 0.42% | Add +0.6% | 20,876 | $562K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -52.5% | 21,638 | $560K |
| Acorn Wealth Advisors, LLC | 0.23% | Reduce -5.8% | 21,416 | $554K |
| Capital Advantage, Inc. | 0.10% | Reduce -6.7% | 21,359 | $552K |
| Berkeley, Inc | 0.28% | Reduce -50.5% | 21,257 | $550K |
| Bigelow Investment Advisors, LLC | 0.26% | Reduce -5.2% | 21,158 | $547K |
| Glenmede Trust Co. NA | 0.00% | Add +969.4% | 21,132 | $546K |
| Zhang Financial LLC | 0.03% | Reduce -5.3% | 20,994 | $543K |
| Capital Management Associates, Inc | 0.20% | Add +3.9% | 20,989 | $543K |
| Mitchell Capital Management Co. | 0.09% | Reduce -3.0% | 20,838 | $539K |
| JPL Wealth Management, LLC | 0.15% | — | 20,732 | $536K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -6.5% | 20,653 | $534K |
| Keel Point, LLC | 0.04% | Reduce -0.7% | 20,586 | $532K |
| Cooksen Wealth, LLC | 0.49% | Reduce -14.0% | 20,586 | $532K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.3% | 20,571 | $532K |
| Townsend Asset Management Corp. /NC/ | 0.19% | No change | 20,483 | $530K |
| Cornerstone Wealth Advisors, Inc. | 0.15% | Reduce -4.6% | 20,447 | $529K |
| Mgo One Seven LLC | 0.02% | Reduce -3.5% | 20,407 | $528K |
| Creative Financial Designs Inc. | 0.04% | Reduce -8.6% | 20,329 | $526K |
| Planning Directions Inc. | 0.30% | Add +0.5% | 20,291 | $525K |
| William Mack & Associates, Inc. | 0.54% | — | 20,098 | $520K |
| Aire Advisors, LLC | 0.11% | No change | 20,000 | $517K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -7.2% | 19,966 | $516K |
| Sage Rhino Capital LLC | 0.11% | No change | 19,954 | $516K |
| Addison Capital Co | 0.21% | Add +0.2% | 19,954 | $516K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 19,951 | $516K |
| Evanson Asset Management, LLC | 0.04% | Add +0.5% | 19,950 | $516K |
| Clarity Capital Advisors, LLC | 0.34% | Add +0.4% | 19,836 | $513K |
| Thrive Wealth Management, LLC | 0.09% | Add +32.4% | 19,830 | $513K |
| CWC Advisors, LLC. | 0.51% | Add +0.8% | 19,730 | $510K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -4.5% | 19,615 | $507K |
| Bluestem Financial Advisors, LLC | 0.24% | No change | 19,542 | $505K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -0.8% | 19,492 | $504K |
| Tiemann Investment Advisors, LLC | 0.22% | Reduce -0.3% | 19,492 | $504K |
| West Coast Financial LLC | 0.06% | No change | 19,488 | $504K |
| Fca Corp. | 0.16% | Reduce -0.6% | 19,402 | $502K |
| Capital Planning LLC | 0.13% | New | 19,392 | $501K |
| Silver Oak Securities, Incorporated | 0.05% | Add +2.7% | 19,326 | $499K |
| Principal Securities, Inc. | 0.01% | Add +14.8% | 19,299 | $499K |
| Worth Asset Management, LLC | 0.26% | Add +9.5% | 19,113 | $494K |
| Baird Financial Group, Inc. | 0.00% | Add +4.3% | 18,952 | $490K |
| Compass Capital Corp. /Ma/ | 0.19% | — | 18,887 | $488K |
| Tritonpoint Wealth, LLC | 0.04% | Add +2.2% | 18,869 | $488K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +2.4% | 18,623 | $482K |
| Three Magnolias Financial Advisors, LLC | 0.51% | — | 18,590 | $481K |
| Stockman Wealth Management, Inc. | 0.08% | Reduce -2.6% | 18,556 | $480K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 18,525 | $479K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -0.4% | 18,540 | $479K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -52.4% | 18,458 | $477K |
| DHK Financial Advisors, Inc. | 0.29% | Reduce -21.5% | 18,325 | $474K |
| Rialto Wealth Management, LLC | 0.16% | — | 18,285 | $473K |
| Altfest L J & Co. Inc. | 0.06% | Add +15.8% | 18,214 | $471K |
| QRG Capital Management, Inc. | 0.00% | Add +24.6% | 18,127 | $469K |
| Waterfront Wealth Inc. | 0.11% | Reduce -50.0% | 18,104 | $468K |
| Lynx Investment Advisory | 0.32% | Reduce -3.5% | 18,011 | $466K |
| Fortitude Advisory Group L.L.C. | 0.28% | Add +1.5% | 17,923 | $463K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -0.8% | 17,921 | $463K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -4.2% | 17,834 | $461K |
| Tranquility Partners, LLC | 0.17% | No change | 17,786 | $460K |
| Veery Capital, LLC | 0.18% | Reduce -81.4% | 17,702 | $458K |
| Moneco Advisors, LLC | 0.05% | Add +14.3% | 17,579 | $455K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +15.8% | 17,470 | $452K |
| Ellevest, Inc. | 0.03% | Add +0.7% | 17,464 | $452K |
| Trellis Wealth Advisors LLC | 0.23% | No change | 17,416 | $450K |
| Evensky & Katz LLC | 0.03% | Add +0.3% | 17,373 | $449K |
| Gray Wealth Management Inc. | 0.17% | Add +6.1% | 17,300 | $447K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Reduce -5.4% | 17,281 | $447K |
| Sovereign Financial Group, Inc. | 0.10% | Add +6.3% | 17,267 | $447K |
| River Wealth Advisors LLC | 0.06% | Add +16.4% | 17,254 | $446K |
| Fisher Asset Management | 0.00% | Add +30.7% | 17,208 | $445K |
| PFG Investments, LLC | 0.03% | New | 17,200 | $445K |
| Heritage Trust Co | 0.05% | — | 17,200 | $445K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -0.9% | 17,145 | $443K |
| MJP Associates Inc. | 0.08% | Add +2.0% | 17,143 | $443K |
| Waterloo Capital, L.P. | 0.05% | Reduce -12.8% | 17,090 | $442K |
| Pine Haven Investment Counsel, Inc | 0.36% | No change | 17,040 | $441K |
| Roger Wittlin Investment Advisory, LLC | 0.25% | Add +0.6% | 17,014 | $440K |
| Haverford Trust Co | 0.00% | No change | 17,001 | $440K |
| Abacus Planning Group, Inc. | 0.08% | Reduce -11.4% | 16,996 | $440K |
| Fermata Advisors, LLC | 0.08% | New | 16,982 | $439K |
| Geometric Wealth Advisors | 0.08% | Add +16.4% | 16,933 | $438K |
| Ruggaard & Associates LLC | 0.19% | Reduce -0.5% | 16,896 | $437K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -10.8% | 16,895 | $437K |
| Chatham Capital Group, Inc. | 0.07% | No change | 16,655 | $431K |
| Cabot Wealth Management Inc. | 0.05% | No change | 16,465 | $426K |
| MeadowBrook Investment Advisors LLC | 0.38% | Reduce -2.4% | 16,464 | $426K |
| Two Sigma Investments, LP | 0.00% | New | 16,400 | $424K |
| Columbia Advisory Partners LLC | 0.39% | No change | 16,348 | $423K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -1.9% | 16,295 | $421K |
| Prudent Investors Network, Inc. | 0.12% | New | 16,167 | $418K |
| Evernest Financial Advisors, LLC | 0.11% | Reduce -27.2% | 16,082 | $416K |
| Signature Resources Capital Management, LLC | 0.37% | Reduce -0.2% | 15,975 | $413K |
| Michels Family Financial, LLC | 0.38% | — | 15,948 | $412K |
| BIP Wealth, LLC | 0.03% | Reduce -1.0% | 15,922 | $412K |
| Criterion Capital Advisors, LLC | 0.26% | Reduce -50.0% | 8,637 | $410K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +4.8% | 15,834 | $409K |
| Blue Trust, Inc. | 0.01% | Add +190.9% | 15,566 | $403K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 15,494 | $401K |
| First Hawaiian Bank | 0.01% | No change | 15,480 | $400K |
| Principle Wealth Partners LLC | 0.03% | Add +2.2% | 15,477 | $400K |
| Stonebridge Financial Group, LLC | 0.04% | — | 15,454 | $400K |
| FinDec Wealth Services, Inc. | 0.28% | Reduce -57.3% | 15,400 | $398K |
| FLC Capital Advisors | 0.09% | Reduce -7.5% | 15,352 | $397K |
| Kelman-Lazarov, Inc. | 0.07% | No change | 15,302 | $396K |
| Prepared Retirement Institute LLC | 0.22% | Reduce -10.3% | 15,222 | $394K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.1% | 14,607 | $394K |
| Fort Vancouver Investment Management, LLC | 0.33% | Reduce -1.6% | 15,214 | $393K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 15,200 | $393K |
| Stewardship Advisors, LLC | 0.11% | Add +18.1% | 15,186 | $393K |
| Fiduciary Alliance LLC | 0.04% | Add +3.5% | 15,063 | $390K |
| Jeppson Wealth Management, LLC | 0.14% | Reduce -0.6% | 15,056 | $389K |
| Sentinel Pension Advisors, LLC | 0.07% | No change | 15,015 | $388K |
| Prospera Financial Services Inc | 0.01% | Add +45.6% | 15,001 | $388K |
| Commerce Bank | 0.00% | Reduce -0.3% | 14,936 | $386K |
| Vermillion Wealth Management, Inc. | 0.20% | — | 14,909 | $386K |
| Carolinas Wealth Consulting LLC | 0.08% | Reduce -4.3% | 14,905 | $385K |
| Planning Alternatives Ltd. | 0.06% | Reduce -3.1% | 14,878 | $385K |
| Medallion Wealth Advisors, LLC | 0.19% | — | 14,880 | $383K |
| Dravo Bay LLC | 0.19% | New | 14,763 | $382K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -13.4% | 14,746 | $381K |
| Stone Summit Wealth LLC | 0.13% | Reduce -8.6% | 14,663 | $379K |
| FineMark National Bank & Trust | 0.01% | Reduce -4.0% | 14,610 | $378K |
| Callan Family Office, LLC | 0.02% | New | 14,548 | $376K |
| Pure Financial Advisors, LLC | 0.01% | No change | 14,519 | $375K |
| Mirador Capital Partners LP | 0.07% | Reduce -9.4% | 14,518 | $375K |
| Sonora Investment Management Group, LLC | 0.03% | Add +4.2% | 14,368 | $372K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.6% | 14,350 | $371K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +10.2% | 14,339 | $371K |
| Sierra Summit Advisors LLC | 0.07% | Add +3.4% | 14,277 | $369K |
| Genesee Capital Advisors, LLC | 0.17% | New | 14,222 | $368K |
| Compass Investment Advisers LLC | 1.05% | — | 14,038 | $363K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.3% | 14,033 | $363K |
| Seven Mile Advisory | 0.23% | No change | 14,000 | $362K |
| Spire Wealth Management | 0.01% | Add +2.2% | 13,993 | $362K |
| Perissos Private Wealth Management, LLC | 0.27% | Add +8.0% | 13,975 | $361K |
| Kaizen Financial Strategies | 0.21% | Add +2.9% | 13,962 | $361K |
| Adero Partners, LLC | 0.02% | No change | 13,740 | $355K |
| Brookstone Capital Management | 0.01% | Reduce -7.9% | 13,735 | $355K |
| Dana Investment Advisors, Inc. | 0.01% | Add +5.5% | 13,711 | $355K |
| Farnam Financial LLC | 0.37% | Add +57.0% | 13,669 | $353K |
| Providence First Trust Co | 0.13% | Reduce -25.3% | 13,662 | $353K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +7.9% | 13,659 | $353K |
| Aspiring Ventures, LLC | 0.22% | — | 13,291 | $353K |
| Cordant, Inc. | 0.19% | Reduce -0.8% | 13,624 | $352K |
| Hardin Capital Partners, LLC | 0.21% | Reduce -2.7% | 13,572 | $351K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.6% | 13,519 | $350K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +9.0% | 13,517 | $350K |
| Sharkey, Howes & Javer | 0.05% | Reduce -15.0% | 13,471 | $348K |
| Front Row Advisors LLC | 0.12% | Reduce -1.8% | 13,404 | $347K |
| Stordahl Capital Management, Inc. | 0.08% | Add +4.2% | 13,368 | $346K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -49.9% | 13,355 | $345K |
| Glaxis Capital Management, LLC | 0.95% | Add +0.8% | 13,282 | $343K |
| Laidlaw Wealth Management LLC | 0.15% | No change | 13,274 | $343K |
| Alteri Wealth LLC | 0.09% | — | 13,256 | $343K |
| Sfmg, LLC | 0.03% | Add +0.6% | 13,154 | $340K |
| Skyline Advisors, Inc. | 0.13% | Reduce -15.2% | 13,034 | $337K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -51.5% | 13,020 | $337K |
| Lionshead Wealth Management, LLC | 0.24% | — | 12,976 | $336K |
| Holistic Financial Partners | 0.17% | No change | 12,931 | $334K |
| Triton Wealth Management, PLLC | 0.17% | No change | 12,150 | $334K |
| Apella Capital, LLC | 0.01% | No change | 12,899 | $334K |
| Sendero Wealth Management, LLC | 0.05% | No change | 12,800 | $331K |
| Regal Investment Advisors LLC | 0.02% | Reduce -68.9% | 12,795 | $331K |
| SageView Advisory Group, LLC | 0.01% | New | 12,785 | $331K |
| BankPlus Wealth Management LLC | 0.24% | — | 12,706 | $329K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -33.2% | 12,691 | $328K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +12.1% | 12,672 | $328K |
| Core Wealth Partners LLC | 0.19% | Add +21.2% | 12,662 | $327K |
| Somerset Group LLC | 0.30% | Reduce -3.5% | 12,624 | $326K |
| Bison Wealth, LLC | 0.07% | Reduce -1.4% | 12,578 | $325K |
| Fagan Associates, Inc. | 0.05% | No change | 12,576 | $325K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.2% | 12,494 | $323K |
| First Trust Advisors LP | 0.00% | New | 12,471 | $322K |
| Cascade Investment Advisors, Inc. | 0.21% | Reduce -0.5% | 12,464 | $322K |
| Sandy Spring Bank | 0.01% | Reduce -0.8% | 12,400 | $321K |
| HCR Wealth Advisors | 0.04% | No change | 12,384 | $320K |
| Bowman & Co S.C. | 0.17% | Add +3.1% | 12,383 | $320K |
| Aurora Private Wealth, Inc. | 0.24% | Reduce -13.7% | 12,375 | $320K |
| Edge Capital Group, LLC | 0.01% | Reduce -20.8% | 9,134 | $316K |
| Wrenne Financial Planning LLC | 0.18% | Add +4.7% | 12,131 | $314K |
| Northern Trust Corp. | 0.00% | New | 12,116 | $313K |
| Park Capital Management, LLC / WI | 0.37% | — | 12,108 | $313K |
| Sachetta, LLC | 0.12% | Reduce -0.9% | 12,042 | $311K |
| Citigroup Inc. | 0.00% | Reduce -46.7% | 12,016 | $311K |
| Western Wealth Management, LLC | 0.02% | Reduce -9.3% | 11,945 | $309K |
| Centaurus Financial, Inc. | 0.02% | New | 11,897 | $308K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -2.7% | 11,742 | $304K |
| WPG Advisers, LLC | 0.28% | — | 11,741 | $304K |
| J2 Capital Management Inc | 0.28% | — | 11,724 | $303K |
| BSW Wealth Partners | 0.04% | Add +5.1% | 11,639 | $301K |
| Fairway Financial, LLC | 0.27% | — | 11,630 | $301K |
| Executive Wealth Management, LLC | 0.02% | Add +7.6% | 11,621 | $301K |
| William Howard & Co Financial Advisors Inc | 0.27% | Reduce -1.0% | 11,347 | $293K |
| Selective Wealth Management, Inc. | 0.12% | Reduce -5.9% | 11,330 | $293K |
| Keystone Wealth Services, LLC | 0.08% | No change | 11,204 | $290K |
| Pioneer Trust Bank N A | 0.07% | No change | 11,200 | $290K |
| Access Financial Services, Inc. | 0.13% | New | 11,193 | $289K |
| RBA Wealth Management, LLC | 0.11% | Reduce -4.9% | 11,169 | $289K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -17.6% | 11,070 | $286K |
| Parkshore Wealth Management, Inc. | 0.17% | — | 11,032 | $285K |
| Curio Wealth, LLC | 0.15% | — | 10,996 | $284K |
| Alpha Financial Advisors, LLC | 0.13% | No change | 10,974 | $284K |
| Castle Wealth Management LLC | 0.11% | No change | 10,974 | $284K |
| ETF Store, Inc. | 0.35% | Reduce -5.8% | 10,962 | $283K |
| Delta Financial Group, Inc. | 0.07% | New | 10,962 | $283K |
| Vawter Financial, Ltd. | 0.17% | No change | 10,912 | $282K |
| Wealth Group, Ltd. | 0.18% | Reduce -6.1% | 10,882 | $281K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.2% | 10,837 | $280K |
| Fortis Group Advisors, LLC | 0.05% | New | 10,831 | $280K |
| Foster & Motley Inc. | 0.02% | Reduce -13.2% | 10,810 | $280K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -4.2% | 10,725 | $277K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 10,665 | $276K |
| Burton Enright Welch | 0.06% | Add +15.0% | 10,656 | $276K |
| LifeSteps Financial, Inc. | 0.21% | Reduce -5.3% | 10,621 | $275K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -50.0% | 10,534 | $272K |
| Mayfair Advisory Group, LLC | 0.16% | Add +5.8% | 10,533 | $272K |
| Birchbrook, Inc. | 0.15% | No change | 10,520 | $272K |
| Grant Private Wealth Management Inc | 0.29% | — | 10,512 | $272K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -41.7% | 10,440 | $270K |
| Mainstay Capital Management LLC | 0.04% | Reduce -15.6% | 10,434 | $270K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 10,432 | $270K |
| Private Client Services, LLC | 0.14% | Add +0.2% | 10,419 | $269K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.3% | 10,257 | $265K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -19.8% | 10,218 | $264K |
| Heirloom Wealth Management | 0.08% | Add +9.8% | 10,203 | $264K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -50.0% | 5,111 | $263K |
| Dearborn Partners LLC | 0.01% | Add +18.2% | 10,128 | $262K |
| Golden State Wealth Management, LLC | 0.04% | — | 10,072 | $260K |
| Napatree Capital LLC | 0.15% | No change | 10,070 | $260K |
| Stokes Family Office, LLC | 0.03% | Add +1.2% | 9,996 | $258K |
| SOL Capital Management CO | 0.03% | No change | 9,978 | $258K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.9% | 9,955 | $257K |
| SignalPoint Asset Management, LLC | 0.06% | Reduce -5.5% | 9,936 | $257K |
| MCF Advisors LLC | 0.02% | Reduce -0.3% | 9,934 | $257K |
| Builder Investment Group Inc. | 0.07% | Add +7.0% | 9,902 | $256K |
| Rock Point Advisors, LLC | 0.07% | Reduce -48.4% | 9,896 | $256K |
| Factor Wealth Management LTD | 0.08% | — | 9,870 | $255K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.5% | 9,850 | $255K |
| Cross Staff Investments Inc | 0.18% | Add +0.6% | 9,809 | $254K |
| D.B. Root & Company, LLC | 0.08% | Reduce -0.5% | 9,790 | $253K |
| Financial Management Network Inc. | 0.05% | Add +0.6% | 9,602 | $252K |
| Grant/GrossMendelsohn, LLC | 0.13% | New | 9,743 | $252K |
| Paragon Capital Management Ltd | 0.05% | No change | 9,626 | $249K |
| Godshalk Welsh Capital Management, Inc. | 0.16% | Reduce -17.2% | 9,600 | $248K |
| Lafayette Investments, Inc. | 0.05% | Add +16.9% | 9,598 | $248K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +5.1% | 9,597 | $248K |
| Westbourne Investments, Inc. | 0.15% | — | 9,580 | $248K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -20.4% | 9,549 | $247K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 9,546 | $247K |
| Smith, Moore & Co. | 0.02% | New | 9,519 | $246K |
| Kathleen S. Wright Associates Inc. | 0.10% | Add +6.6% | 9,346 | $242K |
| Wedgewood Investors Inc. | 0.28% | No change | 9,344 | $242K |
| Whipplewood Advisors, LLC | 0.14% | — | 9,275 | $240K |
| Pring Turner Capital Group Inc. | 0.16% | No change | 9,200 | $238K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 9,196 | $238K |
| Quantinno Capital Management LP | 0.00% | New | 9,152 | $237K |
| Simplicity Wealth,LLC | 0.05% | Reduce -5.2% | 9,105 | $235K |
| Continuum Advisory, LLC | 0.03% | Reduce -45.8% | 9,085 | $235K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +7.0% | 9,066 | $234K |
| MBE Wealth Management, LLC | 0.13% | No change | 9,050 | $234K |
| Richardson Capital Management LLC | 0.15% | Reduce -22.5% | 9,041 | $234K |
| IFG Advisory, LLC | 0.01% | New | 9,022 | $233K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -49.9% | 9,011 | $233K |
| Gainplan LLC | 0.09% | Reduce -0.7% | 8,992 | $233K |
| Proffitt & Goodson Inc. | 0.04% | No change | 8,990 | $232K |
| CFC Planning Co LLC | 0.25% | — | 8,989 | $232K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 8,973 | $232K |
| Obermeyer Wealth Partners | 0.01% | No change | 8,954 | $232K |
| Modus Advisors, LLC | 0.07% | Reduce -0.3% | 8,920 | $231K |
| Pathstone Holdings, LLC | 0.00% | Add +3.3% | 8,637 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 8,871 | $229K |
| Evelyn Partners Asset Management Ltd | 0.06% | — | 8,858 | $229K |
| High Probability Advisors, LLC | 0.04% | No change | 8,840 | $229K |
| Seneca House Advisors | 0.09% | New | 8,753 | $226K |
| Flower City Capital | 0.14% | Reduce -20.5% | 8,734 | $226K |
| Continuum Wealth Advisors, LLC | 0.11% | No change | 8,696 | $225K |
| Apriem Advisors | 0.03% | No change | 8,680 | $224K |
| Capital Advisors Inc. | 0.00% | Reduce -12.3% | 8,676 | $224K |
| Williams Financial, LLC | 0.14% | Add +0.6% | 8,599 | $222K |
| Peak Financial Management, Inc. | 0.07% | Reduce -2.0% | 8,579 | $222K |
| Fusion Capital, LLC | 0.09% | Add +0.3% | 8,556 | $221K |
| Golden Bell Financial Planning LLC | 0.22% | — | 8,520 | $220K |
| Kozak & Associates, Inc. | 0.05% | Reduce -50.0% | 8,350 | $219K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -0.3% | 8,465 | $219K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 8,454 | $219K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +31.5% | 8,453 | $219K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 8,385 | $217K |
| Horizons Wealth Management | 0.17% | No change | 8,346 | $216K |
| Becker Capital Management Inc. | 0.01% | No change | 8,325 | $215K |
| JFG Wealth Management, LLC | 0.05% | New | 8,305 | $215K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.4% | 8,300 | $215K |
| Coordinated Financial Services, Inc. | 0.17% | — | 8,286 | $214K |
| TruWealth Advisors, LLC | 0.01% | New | 8,248 | $214K |
| Arq Wealth Advisors, LLC | 0.08% | Reduce -9.5% | 8,256 | $214K |
| Avity Investment Management Inc. | 0.02% | New | 8,245 | $213K |
| Keybank National Association | 0.00% | Add +2.2% | 8,194 | $212K |
| Carnegie Investment Counsel | 0.01% | Add +0.1% | 8,165 | $211K |
| Bordeaux Wealth Advisors LLC | 0.03% | Reduce -8.6% | 8,162 | $211K |
| Biltmore Family Office, LLC | 0.04% | No change | 8,148 | $211K |
| Total Investment Management Inc. | 0.03% | New | 8,147 | $211K |
| Bessemer Group Inc. | 0.00% | New | 8,040 | $208K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -2.6% | 8,036 | $208K |
| Bantamac Capital, LLC | 0.09% | No change | 8,000 | $207K |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 7,978 | $206K |
| Goepper Burkhardt LLC | 0.08% | Reduce -17.4% | 7,974 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 7,974 | $206K |
| Maia Wealth LLC | 0.04% | New | 7,699 | $205K |
| Journey Beyond Wealth, LLC | 0.19% | — | 7,881 | $204K |
| Strategic Financial Services, Inc. | 0.01% | No change | 7,864 | $203K |
| Diversified Enterprises, LLC | 0.02% | No change | 7,863 | $203K |
| Optima Capital LLC | 0.14% | — | 7,859 | $203K |
| Sebold Capital Management, Inc. | 0.14% | Reduce -4.2% | 7,831 | $203K |
| First Foundation Advisors | 0.01% | New | 7,823 | $202K |
| Broadview Financial Management, LLC | 0.14% | Reduce -1.1% | 7,805 | $202K |
| Jentner Corp | 0.06% | Reduce -40.5% | 7,769 | $201K |
| Hidden Cove Wealth Management, LLC | 0.16% | — | 7,734 | $200K |
| Granite Investment Partners, LLC | 0.01% | Add +7.8% | 7,667 | $198K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 7,610 | $197K |
| Optimum Investment Advisors | 0.09% | Reduce -0.2% | 7,449 | $193K |
| Topsail Wealth Management, LLC | 0.04% | — | 7,409 | $192K |
| Elgethun Capital Management | 0.05% | Add +3.1% | 7,386 | $191K |
| Palouse Capital Management, Inc. | 0.12% | Add +2.6% | 7,217 | $187K |
| Breakwater Investment Management | 0.08% | Add +124.6% | 7,094 | $183K |
| Robinswood Financial LLC | 0.07% | No change | 6,800 | $176K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +2.9% | 6,368 | $165K |
| Bfsg, LLC | 0.02% | Reduce -2.8% | 6,220 | $161K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -11.8% | 6,188 | $160K |
| Tucker Asset Management LLC | 0.04% | Add +15.7% | 6,182 | $160K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 6,160 | $159K |
| Hurley Capital, LLC | 0.12% | — | 5,670 | $149K |
| First Pacific Financial | 0.03% | Add +0.6% | 5,491 | $142K |
| Mitchell Sinkler & Starr | 0.04% | Reduce -10.0% | 5,400 | $140K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +138.2% | 5,298 | $137K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $129K |
| Key Financial Inc | 0.03% | No change | 4,964 | $128K |
| TD Private Client Wealth LLC | 0.00% | Add +244050.0% | 4,883 | $126K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 4,746 | $123K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,506 | $117K |
| Thompson Investment Management, Inc. | 0.02% | Add +6.9% | 4,488 | $116K |
| Richards, Merrill & Peterson, Inc. | 0.06% | — | 4,480 | $116K |
| Ancora Advisors LLC | 0.00% | No change | 4,480 | $116K |
| Mission Creek Capital Partners, Inc. | 0.03% | New | 17,505 | $115K |
| NBZ Investment Advisors LLC | 0.06% | — | 4,392 | $114K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -0.6% | 4,364 | $113K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.0% | 4,195 | $108K |
| Johnson Financial Group, Inc. | 0.01% | New | 4,041 | $108K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,160 | $108K |
| EnRich Financial Partners LLC | 0.04% | Add +29.1% | 4,102 | $106K |
| First Community Trust NA | 0.07% | No change | 4,000 | $103K |
| BlackRock, Inc. | 0.00% | Add +457.9% | 3,894 | $101K |
| Fairway Wealth LLC | 0.04% | New | 3,686 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,664 | $95K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $94K |
| GW&K Investment Management, LLC | 0.00% | Add +0.5% | 3,621 | $94K |
| SJS Investment Consulting Inc. | 0.02% | No change | 3,550 | $92K |
| Caldwell Trust Co | 0.01% | Reduce -3.2% | 3,523 | $91K |
| Clearstead Trust, LLC | 0.02% | Reduce -71.9% | 3,483 | $90K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,452 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 3,400 | $88K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -2.4% | 3,300 | $85K |
| Capital A Wealth Management, LLC | 0.14% | — | 3,294 | $85K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 3,223 | $83K |
| Advantage Trust Co | 0.05% | No change | 3,200 | $83K |
| Raleigh Capital Management Inc. | 0.03% | Add +0.6% | 3,156 | $82K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -0.7% | 3,110 | $80K |
| Greenline Partners, LLC | 0.01% | New | 3,103 | $80K |
| Guardian Wealth Management, Inc. | 0.05% | Reduce -7.5% | 3,023 | $78K |
| Fairman Group, LLC | 0.06% | Add +0.2% | 2,981 | $77K |
| Global Wealth Strategies & Associates | 0.02% | Add +0.2% | 2,967 | $77K |
| Pflug Koory, LLC | 0.01% | No change | 2,936 | $76K |
| Costello Asset Management, INC | 0.05% | Add +20.7% | 2,905 | $75K |
| Sound Income Strategies, LLC | 0.00% | Add +73.3% | 2,856 | $74K |
| Promus Capital, LLC | 0.05% | — | 2,700 | $70K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $69K |
| UMB Bank, n.a. | 0.00% | No change | 2,600 | $67K |
| Avion Wealth | 0.02% | Reduce -1.7% | 2,608 | $67K |
| PDS Planning, Inc | 0.01% | Add +0.3% | 2,550 | $66K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,516 | $65K |
| TFC Financial Management, Inc. | 0.01% | No change | 2,511 | $65K |
| Integrity Financial Corp | 0.04% | New | 2,510 | $65K |
| Assetmark, Inc. | 0.00% | Add +10.6% | 2,474 | $64K |
| Lee Danner & Bass Inc. | 0.01% | New | 2,471 | $64K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 2,469 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,438 | $63K |
| McIlrath & Eck, LLC | 0.01% | Add +0.4% | 2,426 | $63K |
| Aspect Partners, LLC | 0.04% | Add +201.0% | 2,396 | $62K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $60K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,270 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,248 | $58K |
| Operose Advisors LLC | 0.02% | Add +24.5% | 2,241 | $58K |
| Synergy Investment Management, LLC | 0.02% | — | 2,178 | $56K |
| Evolution Advisers, Inc. | 0.03% | No change | 2,156 | $55K |
| Wingate Wealth Advisors, Inc. | 0.05% | — | 2,084 | $54K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $53K |
| Montag A & Associates Inc. | 0.00% | No change | 2,000 | $52K |
| Studio Investment Management LLC | 0.01% | No change | 1,945 | $50K |
| Pinney & Scofield, Inc. | 0.04% | — | 1,920 | $50K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,856 | $48K |
| Versant Capital Management, Inc | 0.01% | No change | 1,833 | $47K |
| Robbins Farley | 0.02% | Add +2.5% | 1,830 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -4.1% | 1,728 | $45K |
| Contravisory Investment Management, Inc. | 0.01% | Add +5.4% | 1,720 | $44K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,602 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,588 | $41K |
| Motco | 0.00% | Reduce -13.7% | 1,523 | $39K |
| Salomon & Ludwin, LLC | 0.00% | Add +3.4% | 1,444 | $37K |
| SIMA Wealth Partners, LLC | 0.03% | Reduce -49.0% | 1,439 | $37K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 1,339 | $35K |
| Rothschild Investment LLC | 0.00% | Add +14.2% | 1,318 | $34K |
| Glassman Wealth Services | 0.01% | No change | 1,300 | $34K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Add +21.5% | 1,293 | $33K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,252 | $32K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,230 | $32K |
| Castleview Partners, LLC | 0.02% | Reduce -37.2% | 1,220 | $32K |
| Morling Financial Advisors, LLC | 0.01% | New | 1,200 | $31K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.2% | 1,154 | $30K |
| JDM Financial Group LLC | 0.02% | Add +125.8% | 1,129 | $29K |
| Ridgewood Investments LLC | 0.01% | Reduce -26.7% | 1,096 | $28K |
| Barclays PLC | 0.00% | No change | 1,072 | $28K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Reduce -11.5% | 1,055 | $27K |
| Mainstream Capital Management LLC | 0.02% | New | 1,054 | $27K |
| Putney Financial Group LLC | 0.02% | — | 1,016 | $26K |
| Accredited Wealth Management, LLC | 0.02% | — | 1,002 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -28.2% | 1,002 | $26K |
| Main Street Group, LTD | 0.01% | Add +0.8% | 1,000 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 998 | $26K |
| McClarren Financial Advisors, Inc. | 0.07% | New | 989 | $25K |
| Bellevue Asset Management, LLC | 0.01% | Add +225.7% | 964 | $25K |
| TD Capital Management LLC | 0.00% | Add +0.2% | 958 | $25K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 910 | $24K |
| Islay Capital Management, LLC | 0.02% | Reduce -54.1% | 900 | $23K |
| Wagner Wealth Management, LLC | 0.01% | Add +7.8% | 895 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | New | 886 | $23K |
| ORG Partners LLC | 0.00% | Reduce -1.6% | 870 | $23K |
| American Capital Advisory, LLC | 0.01% | Add +5.0% | 840 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 840 | $22K |
| Tsfg, LLC | 0.00% | Add +2.5% | 810 | $21K |
| Crowley Wealth Management, Inc. | 0.02% | — | 800 | $21K |
| Global Financial Private Client, LLC | 0.01% | No change | 796 | $21K |
| Keystone Financial Group, Inc. | 0.02% | — | 776 | $20K |
| Archer Investment Corp | 0.01% | Add +0.4% | 727 | $19K |
| Piscataqua Savings Bank | 0.02% | No change | 688 | $18K |
| Ameriflex Group, Inc. | 0.01% | — | 634 | $17K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 652 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $17K |
| Mattson Financial Services, LLC | 0.01% | New | 314 | $16K |
| First Command Advisory Services, Inc. | 0.00% | No change | 624 | $16K |
| First Financial Corp. | 0.01% | No change | 596 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +24.0% | 583 | $15K |
| Decker Retirement Planning Inc. | 0.01% | — | 574 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -44.8% | 565 | $15K |
| Pillar Financial Advisors, LLC | 0.01% | — | 562 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.9% | 535 | $14K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Reduce -50.0% | 524 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 532 | $14K |
| Adirondack Trust Co. | 0.01% | No change | 524 | $14K |
| FPC Investment Advisory, Inc. | 0.01% | New | 498 | $13K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $13K |
| Hopwood Financial Services, Inc. | 0.01% | — | 496 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 480 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -0.4% | 462 | $12K |
| Russell Investments Group, Ltd. | 0.00% | New | 420 | $11K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 406 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +0.3% | 405 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $10K |
| GS Investments, Inc. | 0.00% | No change | 400 | $10K |
| NWK Group, Inc. | 0.00% | No change | 392 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $10K |
| Bray Capital Advisors | 0.00% | No change | 380 | $10K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 376 | $10K |
| Bokf, NA | 0.00% | No change | 372 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $9K |
| Orion Capital Management LLC | 0.00% | New | 348 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 338 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 296 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 284 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 280 | $7K |
| Independence Bank of Kentucky | 0.00% | New | 274 | $7K |
| Hemington Wealth Management | 0.00% | Reduce -50.0% | 292 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 270 | $7K |
| WASHINGTON TRUST Co | 0.00% | No change | 240 | $6K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Add +21.2% | 23,944 | $6K |
| NFSG Corp | 0.00% | New | 205 | $5K |
| Financial Perspectives, Inc | 0.00% | Add +1.0% | 200 | $5K |
| CNB Bank | 0.00% | No change | 196 | $5K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -22.7% | 184 | $5K |
| Rice Partnership, LLC | 0.00% | Reduce -88.6% | 192 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 188 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -0.5% | 187 | $5K |
| Albion Financial Group | 0.00% | Add +0.6% | 181 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 180 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 180 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 176 | $5K |
| Menard Financial Group LLC | 0.00% | New | 176 | $5K |
| FSA Wealth Management LLC | 0.00% | Reduce -48.8% | 165 | $4K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 163 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -32.2% | 156 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 160 | $4K |
| Chapman Financial Group, LLC | 0.00% | — | 156 | $4K |
| High Note Wealth, LLC | 0.00% | New | 152 | $4K |
| City State Bank | 0.00% | No change | 150 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 148 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 136 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 124 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $3K |
| BNP Paribas Financial Markets | 0.00% | Add +38.9% | 100 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 96 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 91 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 82 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 92 | $2K |
| Graney & King, LLC | 0.00% | — | 76 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 76 | $2K |
| United Community Bank | 0.00% | New | 58 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 54 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 52 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 52 | $1K |
| St Germain D J Co. Inc. | 0.00% | New | 48 | $1K |
| Sittner & Nelson, LLC | 0.00% | New | 44 | $1K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 36 | $931 |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $931 |
| Peachtree Investment Partners, LLC | 0.00% | New | 33 | $853 |
| Headlands Technologies LLC | 0.00% | New | 25 | $647 |
| Investment Counsel Co. of Nevada | 0.00% | — | 24 | $621 |
| Mendota Financial Group, LLC | 0.00% | No change | 24 | $621 |
| GeoWealth Management, LLC | 0.00% | Reduce -98.8% | 21 | $554 |
| Global Trust Asset Management, LLC | 0.00% | No change | 16 | $414 |
| Financially Speaking Inc | 0.00% | — | 6 | $155 |
| Atticus Wealth Management, LLC | 0.00% | No change | 4 | $107 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $103 |
| Balentine LLC | 0.00% | No change | 2 | $52 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $43 |
| Roble, Belko & Company, Inc | 0.00% | Add +5.6% | 19 | $0 |
| Keener Financial Planning LLC | 0.00% | New | 11 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 32 | $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.