Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2025 (March 31)1,139holders −30
63new positions
78sold out
4famous investors
$23.43avg. 13F price*
At the end of Q1 2025, 1,139 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, down 30 from Q4 2024. 63 opened new positions and 78 sold out. The largest holders were Empower Advisory Group, LLC ($618.4M), Bank of America Corp. ($423.1M) and Sei Investments Co. ($335.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $50.3M |
| Exits | 78 | $35.3M |
All 13F filers, Q4 2024 → Q1 2025: 14,051,648 shares bought and 41,774,806 shares sold, net −27,723,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Empower Advisory Group, LLC | 2.02% | Add +4.2% | 26,393,000 | $618.4M |
| Bank of America Corp. | 0.04% | Reduce -61.0% | 18,056,833 | $423.1M |
| Sei Investments Co. | 0.43% | Add +4.2% | 14,336,581 | $335.9M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -0.0% | 5,098,334 | $119.5M |
| Cerity Partners LLC | 0.23% | Add +3.0% | 4,783,873 | $112.1M |
| Creative Planning | 0.10% | Add +0.6% | 4,549,705 | $106.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +19.0% | 4,082,538 | $95.7M |
| UBS Group AG | 0.02% | Add +5.4% | 3,873,486 | $90.8M |
| Advisory Alpha, LLC | 3.03% | Reduce -10.2% | 3,799,951 | $89.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -44.7% | 3,488,801 | $81.7M |
| Mariner, LLC | 0.11% | Reduce -0.1% | 2,940,431 | $68.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.6% | 2,842,325 | $66.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -2.5% | 2,782,555 | $65.2M |
| HighTower Advisors, LLC | 0.09% | Add +6.3% | 2,781,634 | $65.2M |
| Natixis Advisors, LLC | 0.11% | Add +1165.9% | 2,428,826 | $56.9M |
| LPL Financial LLC | 0.02% | Reduce -1.1% | 2,379,704 | $55.8M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -3.6% | 2,313,118 | $54.2M |
| Marcum Wealth, LLC | 4.20% | Reduce -1.0% | 2,072,513 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -15.7% | 1,934,964 | $45.3M |
| Sims Investment Management, LLC | 18.97% | Add +28.2% | 1,811,711 | $42.4M |
| Savant Capital, LLC | 0.34% | Reduce -10.0% | 1,697,716 | $39.8M |
| Steele Capital Management, Inc. | 1.98% | Add +1.0% | 1,623,361 | $38.1M |
| Moneta Group Investment Advisors LLC | 0.49% | Add +5.0% | 1,507,532 | $35.3M |
| Gemmer Asset Management LLC | 3.12% | Reduce -0.6% | 1,334,111 | $31.3M |
| Focus Partners Wealth | 0.08% | Add +0.9% | 1,313,246 | $30.8M |
| CoreCap Advisors, LLC | 1.31% | Add +65.5% | 1,273,004 | $29.8M |
| Betterment LLC | 0.07% | Add +181.0% | 1,246,030 | $29.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.70% | Reduce -0.2% | 1,243,442 | $29.1M |
| Kohmann Bosshard Financial Services, LLC | 3.35% | Add +16.3% | 1,216,608 | $28.4M |
| Klingenstein Fields & Co. LP | 1.20% | Reduce -0.9% | 1,199,566 | $28.1M |
| Corient Private Wealth LP | 0.05% | Add +1.2% | 1,183,618 | $27.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -21.0% | 1,136,757 | $26.6M |
| Mokosak Advisory Group, LLC | 8.21% | Add +2.2% | 1,134,492 | $26.6M |
| Legacy Wealth Management, LLC | 1.73% | Add +2.8% | 1,109,511 | $26.0M |
| Summit Financial Strategies, Inc. | 2.50% | Reduce -3.4% | 1,057,514 | $24.8M |
| Golden Reserve Retirement LLC | 9.43% | — | 1,012,047 | $23.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 1,010,340 | $23.7M |
| Jones Financial Companies LLLP | 0.02% | Add +23.4% | 984,998 | $23.1M |
| BlueSky Wealth Advisors, LLC | 3.45% | Add +3.6% | 949,083 | $22.2M |
| Dynamic Advisor Solutions LLC | 0.73% | New | 943,056 | $22.1M |
| Captrust Financial Advisors | 0.06% | Add +22.6% | 941,078 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 925,623 | $21.7M |
| Cetera Investment Advisers | 0.04% | Add +13.2% | 914,666 | $21.4M |
| Noble Family Wealth, LLC | 5.85% | Add +4.5% | 906,377 | $21.2M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 903,752 | $21.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.4% | 855,785 | $20.1M |
| ForthRight Wealth Management, LLC | 6.58% | Add +2.1% | 838,818 | $19.7M |
| Strategic Financial Planning, Inc. | 12.30% | Add +0.1% | 761,450 | $17.8M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +36.0% | 746,525 | $17.5M |
| Marshall Financial Group Inc. | 5.50% | Reduce -3.7% | 746,505 | $17.5M |
| TruNorth Capital Management, LLC | 4.27% | Add +6.8% | 732,525 | $17.2M |
| FIDELIS iM, LLC | 7.91% | Reduce -4.6% | 728,939 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Reduce 0.0% | 728,453 | $17.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +100.6% | 698,188 | $16.4M |
| White & Co Financial Planning Inc | 13.94% | Reduce -1.3% | 688,800 | $16.2M |
| Charles Schwab Trust Co | 1.35% | Add +2.6% | 687,855 | $16.1M |
| Sage Financial Group Inc. | 1.29% | Add +2.5% | 681,411 | $16.0M |
| Johnson Investment Counsel Inc. | 0.15% | Add +7.8% | 662,863 | $15.5M |
| Joule Financial, LLC | 5.42% | Reduce -1.2% | 659,619 | $15.5M |
| RKL Wealth Management LLC | 1.45% | Reduce -35.5% | 656,074 | $15.4M |
| Waterford Advisors, LLC | 6.20% | Add +1.8% | 638,087 | $15.0M |
| Old National Bancorp | 0.39% | Add +2.5% | 633,126 | $14.8M |
| Bangor Savings Bank | 1.39% | Reduce -0.9% | 629,681 | $14.8M |
| Visionary Wealth Advisors | 0.87% | Reduce -0.9% | 615,787 | $14.4M |
| Summit Wealth & Retirement Planning, Inc. | 4.42% | Add +4.2% | 615,552 | $14.4M |
| Ascension Capital Advisors, Inc. | 6.58% | Add +1.2% | 615,272 | $14.4M |
| Waverly Advisors, LLC | 0.17% | Add +630.6% | 602,610 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.7% | 599,499 | $14.0M |
| Burt Wealth Advisors | 3.52% | Add +1.1% | 599,009 | $14.0M |
| ZynergyRetirementPlanningLLC | 9.74% | Add +100.0% | 531,114 | $13.7M |
| Chicago Partners Investment Group LLC | 0.45% | Add +19.0% | 581,232 | $13.5M |
| Clearwater Capital Advisors, LLC | 1.28% | Add +3.8% | 563,441 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.5% | 559,360 | $13.1M |
| Main Street Financial Solutions, LLC | 1.13% | Add +6.0% | 555,687 | $13.0M |
| MML Investors Services, LLC | 0.04% | Reduce -14.6% | 549,223 | $12.9M |
| First National Corp. /Ma/ | 2.83% | Add +4.5% | 547,808 | $12.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.4% | 544,960 | $12.8M |
| Matrix Trust Co | 2.10% | Reduce -0.1% | 532,238 | $12.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +19.9% | 453,554 | $11.7M |
| IMA Advisory Services, Inc. | 1.30% | Add +2.6% | 465,890 | $10.9M |
| Tiller Private Wealth, Inc. | 4.50% | Reduce -0.5% | 461,121 | $10.8M |
| North Star Asset Management Inc. | 0.49% | Add +0.3% | 456,521 | $10.7M |
| MAI Capital Management | 0.08% | Add +0.8% | 449,422 | $10.5M |
| Appleton Partners Inc. | 0.81% | Add +3.7% | 448,597 | $10.5M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 448,149 | $10.5M |
| New York Life Investment Management LLC | 0.11% | Add +5.9% | 445,006 | $10.4M |
| Christensen, King & Associates Investment Services, Inc. | 4.92% | Add +0.0% | 424,723 | $10.4M |
| HHM Wealth Advisors, LLC | 1.39% | Reduce -1.2% | 439,415 | $10.3M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -23.4% | 438,332 | $10.3M |
| Meridian Management Co. | 3.15% | Reduce -10.4% | 434,175 | $10.2M |
| Tradition Wealth Management, LLC | 0.89% | Reduce -0.5% | 433,479 | $10.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +6.9% | 430,514 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.0% | 423,335 | $9.9M |
| Focus Financial Network, Inc. | 0.39% | Reduce -1.1% | 410,221 | $9.6M |
| St. Johns Investment Management Company, LLC | 4.70% | Reduce -5.5% | 405,310 | $9.5M |
| Seneca Financial Advisors LLC | 4.53% | Add +11.9% | 398,980 | $9.3M |
| Missouri Trust & Investment Co | 3.20% | Add +2.3% | 389,493 | $9.1M |
| Essex LLC | 1.94% | Reduce -6.2% | 382,705 | $9.0M |
| Alliance Wealth Management Group | 2.41% | Reduce -3.2% | 381,997 | $9.0M |
| Towercrest Capital Management | 1.70% | Reduce -3.2% | 381,997 | $9.0M |
| Sightline Wealth Advisors, LLC | 4.70% | Add +2.8% | 380,429 | $8.9M |
| Curi Capital, LLC | 0.22% | Reduce -31.1% | 379,238 | $8.9M |
| St. Louis Trust Co | 1.28% | Add +14.3% | 378,580 | $8.9M |
| American Financial Advisors, LLC | 1.28% | Reduce -2.4% | 375,811 | $8.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.81% | Add +0.4% | 369,254 | $8.7M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -5.8% | 355,926 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 350,799 | $8.2M |
| Courage Miller Partners, LLC | 2.76% | Add +4.1% | 347,080 | $8.1M |
| Curbstone Financial Management Corp | 1.71% | Reduce -2.1% | 345,442 | $8.1M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -2.5% | 344,187 | $8.1M |
| Lutz Financial Services LLC | 0.64% | Add +1.2% | 332,165 | $7.8M |
| Financial Counselors Inc. | 0.12% | Add +0.8% | 329,777 | $7.7M |
| Athena Investment Management | 4.55% | Reduce -1.5% | 320,605 | $7.5M |
| Patriot Investment Management Group, Inc. | 0.56% | Reduce -2.4% | 319,300 | $7.5M |
| Salem Investment Counselors Inc. | 0.26% | Add +1.5% | 318,662 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 314,680 | $7.4M |
| Whittier Trust Co. | 0.10% | Reduce -0.9% | 308,695 | $7.2M |
| CW Advisors, LLC | 0.09% | Add +3.7% | 306,041 | $7.2M |
| HB Wealth Management, LLC | 0.06% | Add +2.0% | 304,696 | $7.1M |
| Creekside Partners | 3.72% | Add +0.4% | 303,055 | $7.1M |
| Diversify Wealth Management, LLC | 0.53% | Add +4.5% | 308,104 | $7.1M |
| Bouchey Financial Group, Ltd. | 0.62% | Reduce -10.9% | 295,594 | $6.9M |
| Morris Financial Concepts, Inc. | 2.90% | Add +0.4% | 294,525 | $6.9M |
| Riversedge Advisors, LLC | 1.53% | Reduce -54.6% | 293,045 | $6.9M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Reduce -1.7% | 291,675 | $6.8M |
| Cresset Asset Management, LLC | 0.03% | Add +39.3% | 284,483 | $6.7M |
| Debussy Capital Management LP | 1.05% | Reduce -2.3% | 279,072 | $6.5M |
| Sunbelt Securities, Inc. | 0.58% | Reduce -2.1% | 278,217 | $6.5M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -27.6% | 277,791 | $6.5M |
| Fort Point Capital Partners LLC | 0.73% | Reduce -15.4% | 276,907 | $6.5M |
| Integrated Advisors Network LLC | 0.32% | Reduce -0.0% | 271,285 | $6.4M |
| Black Diamond Financial, LLC | 0.95% | Reduce -3.5% | 270,716 | $6.3M |
| Asset Management Group, Inc. | 1.17% | Add +0.1% | 269,181 | $6.3M |
| Texas Yale Capital Corp. | 0.25% | Add +18.2% | 262,609 | $6.2M |
| FMR LLC | 0.00% | Add +10.5% | 261,882 | $6.1M |
| Dodds Wealth, LLC | 2.00% | Add +7.4% | 261,356 | $6.1M |
| Asset Dedication, LLC | 0.49% | Reduce -0.6% | 259,290 | $6.1M |
| Bell Investment Advisors, Inc | 1.12% | Add +0.0% | 258,319 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 256,772 | $6.0M |
| Compass Financial Group, INC | 1.13% | Add +6.9% | 255,797 | $6.0M |
| Marquette Asset Management, LLC | 1.06% | Reduce -0.6% | 255,541 | $6.0M |
| IFS Advisors, LLC | 4.85% | Add +1.2% | 255,019 | $6.0M |
| Horizon Financial Services, LLC | 3.29% | Reduce -4.0% | 252,123 | $5.9M |
| Bleakley Financial Group, LLC | 0.19% | Add +2.1% | 249,209 | $5.8M |
| Arbor Trust Wealth Advisors, LLC | 2.71% | Add +1.7% | 247,029 | $5.8M |
| Mather Group, Llc. | 0.07% | Reduce -19.0% | 244,868 | $5.7M |
| Gill Capital Partners, LLC | 1.98% | Reduce -2.7% | 243,465 | $5.7M |
| Arax Advisory Partners | 0.36% | Add +15.2% | 241,669 | $5.7M |
| Copperwynd Financial, LLC | 1.56% | Add +4.6% | 241,382 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +15.5% | 240,577 | $5.6M |
| Townsquare Capital LLC | 0.06% | Reduce -0.3% | 239,393 | $5.6M |
| Friedenthal Financial | 3.27% | Reduce -3.8% | 233,784 | $5.5M |
| Kavar Capital Partners Group, LLC | 0.91% | Add +4.9% | 232,748 | $5.5M |
| Allworth Financial LP | 0.03% | Add +87.2% | 236,718 | $5.4M |
| Bernard Wealth Management Corp. | 2.62% | Add +10.7% | 229,331 | $5.4M |
| Orgel Wealth Management, LLC | 0.14% | Add +0.5% | 226,320 | $5.3M |
| Tortoise Investment Management, LLC | 0.55% | Add +12.9% | 226,248 | $5.3M |
| Cwm, LLC | 0.02% | Reduce -5.0% | 225,592 | $5.3M |
| Garde Capital, Inc. | 0.30% | Reduce -1.8% | 224,982 | $5.3M |
| Guerra Pan Advisors, LLC | 4.07% | Reduce -1.8% | 221,607 | $5.2M |
| Brand Asset Management Group, Inc. | 2.16% | Add +1.6% | 221,206 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.23% | Reduce -7.8% | 221,143 | $5.2M |
| Victrix Investment Advisors | 2.70% | New | 227,542 | $5.1M |
| Meeder Advisory Services, Inc. | 0.30% | Add +9.6% | 214,739 | $5.0M |
| Cobblestone Asset Management LLC | 2.92% | Add +16.6% | 213,194 | $5.0M |
| Councilor Wealth, LLC | 2.44% | Reduce -10.6% | 208,886 | $4.9M |
| Wealthspire Retirement, LLC | 0.39% | Add +4.6% | 207,605 | $4.9M |
| Chilton Capital Management LLC | 0.21% | Reduce -2.0% | 207,429 | $4.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.16% | Add +30.6% | 203,395 | $4.8M |
| Cambridge Financial Group, LLC | 2.02% | Add +5.2% | 202,942 | $4.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +81.0% | 201,116 | $4.7M |
| BCS Wealth Management | 1.21% | Reduce -7.1% | 200,902 | $4.7M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -24.1% | 200,566 | $4.7M |
| Modera Wealth Management, LLC | 0.06% | Reduce -2.7% | 200,033 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.35% | Reduce -6.2% | 198,789 | $4.7M |
| Compound Planning, Inc. | 0.21% | Reduce -6.2% | 198,728 | $4.7M |
| Fifth Third Securities, Inc. | 0.39% | Add +2.5% | 198,630 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.4% | 195,528 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 194,874 | $4.6M |
| Barden Capital Management, Inc. | 4.06% | Add +2.9% | 194,751 | $4.6M |
| Ballast Advisors LLC | 1.43% | Add +4.5% | 191,477 | $4.5M |
| Stevens Capital Partners | 2.10% | Add +19.6% | 190,345 | $4.5M |
| Womack Financial LLC | 4.06% | Add +2.5% | 189,471 | $4.4M |
| Carolina Wealth Advisors, LLC | 2.39% | Add +0.2% | 189,063 | $4.4M |
| Blue Bell Private Wealth Management, LLC | 0.84% | Add +0.1% | 188,705 | $4.4M |
| Wealth Architects, LLC | 0.48% | Add +39.7% | 186,091 | $4.4M |
| Valley Forge Investment Consultants Inc. Adv | 1.55% | Reduce -28.1% | 185,940 | $4.4M |
| Brown Wealth Management, LLC | 1.50% | Reduce -2.2% | 185,890 | $4.4M |
| Fortis Capital Management LLC | 0.84% | Reduce -21.8% | 185,004 | $4.3M |
| Safeguard Financial, LLC | 0.95% | Add +8.7% | 184,998 | $4.3M |
| Upper Left Wealth Management, LLC | 3.10% | Reduce -2.6% | 184,669 | $4.3M |
| Wilkins Miller Wealth Management, LLC | 3.25% | Reduce -1.7% | 184,635 | $4.3M |
| James J. Burns & Company, LLC | 0.77% | Add +0.4% | 183,683 | $4.3M |
| Evergreen Capital Management LLC | 0.14% | Reduce -1.6% | 183,614 | $4.3M |
| Cornerstone Wealth Group, LLC | 0.35% | Reduce -7.4% | 181,768 | $4.3M |
| IFP Advisors, Inc | 0.13% | Add +2.0% | 181,711 | $4.3M |
| Nikulski Financial, Inc. | 1.28% | Add +0.8% | 180,892 | $4.2M |
| Powers Advisory Group, LLC | 2.02% | Add +3.4% | 180,726 | $4.2M |
| Davis Capital Management | 3.31% | Add +2.9% | 177,050 | $4.1M |
| Game Plan Financial Advisors, LLC | 2.31% | Reduce -0.3% | 175,208 | $4.1M |
| First International Bank & Trust | 1.27% | Reduce -80.7% | 171,781 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +20.6% | 170,010 | $4.0M |
| Blair William & Co. | 0.01% | Add +11.0% | 169,869 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +0.3% | 169,279 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.9% | 166,773 | $3.9M |
| Chesapeake Wealth Management | 1.37% | Add +1.1% | 164,138 | $3.8M |
| Anchor Investment Management, LLC | 0.36% | Add +1.4% | 163,863 | $3.8M |
| Cutler Investment Counsel LLC | 0.46% | Reduce -1.0% | 163,750 | $3.8M |
| WBH Advisory Inc. | 0.36% | Reduce -5.8% | 163,176 | $3.8M |
| Koshinski Asset Management, Inc. | 0.32% | Reduce -2.5% | 162,243 | $3.8M |
| Adams Wealth Management | 0.75% | Add +8.9% | 161,992 | $3.8M |
| CacheTech Inc. | 0.74% | Add +8.9% | 161,992 | $3.8M |
| Lodestar Private Asset Management LLC | 0.47% | Add +3.5% | 158,279 | $3.7M |
| Lighthouse Wealth Management Inc. | 3.35% | Add +1.6% | 156,206 | $3.7M |
| Moneywise, Inc. | 1.92% | Reduce -12.5% | 155,036 | $3.6M |
| Global Strategic Investment Solutions, LLC | 0.42% | Reduce -0.7% | 154,595 | $3.6M |
| Newman Dignan & Sheerar, Inc. | 0.99% | Reduce -15.5% | 154,216 | $3.6M |
| Embree Financial Group | 0.60% | Reduce -2.9% | 154,063 | $3.6M |
| Atria Investments, Inc | 0.05% | Reduce -0.7% | 153,360 | $3.6M |
| Gordian Advisors LLC | 2.77% | Reduce -1.2% | 148,881 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +2.0% | 148,674 | $3.5M |
| Prosperity Consulting Group, LLC | 0.27% | Reduce -5.1% | 146,716 | $3.4M |
| Pittenger & Anderson Inc. | 0.13% | Add +0.1% | 146,145 | $3.4M |
| Valley National Advisers Inc. | 0.62% | Reduce -19.3% | 145,990 | $3.4M |
| Cahill Financial Advisors Inc. | 0.46% | Reduce -4.4% | 145,622 | $3.4M |
| K2 Financial Inc. | 3.35% | Add +18.1% | 159,785 | $3.4M |
| Juncture Wealth Strategies, LLC | 1.31% | Reduce -0.6% | 143,647 | $3.4M |
| Leisure Capital Management | 1.37% | Add +2.7% | 142,549 | $3.3M |
| FF Advisors,LLC | 1.90% | Add +5.2% | 142,458 | $3.3M |
| Diligent Investors, LLC | 0.81% | Reduce -9.7% | 141,092 | $3.3M |
| Cornerstone Advisors Asset Management, LLC | 0.67% | Reduce -2.1% | 140,373 | $3.3M |
| Merit Financial Group, LLC | 0.05% | New | 136,740 | $3.2M |
| Community Bank, N.A. | 0.43% | Add +1.5% | 135,914 | $3.2M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -1.7% | 135,718 | $3.2M |
| Outfitters Financial LLC | 2.82% | Add +1.1% | 133,921 | $3.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +9.8% | 133,900 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | New | 133,377 | $3.1M |
| Certior Financial Group, LLC | 2.55% | Add +62.4% | 131,948 | $3.1M |
| Mission Wealth Management, LP | 0.08% | Reduce -6.2% | 130,946 | $3.1M |
| DHJJ Financial Advisors, Ltd. | 1.23% | Reduce -1.4% | 130,614 | $3.1M |
| Creegan & Nassoura Financial Group, LLC | 2.02% | No change | 129,386 | $3.0M |
| Patten & Patten Inc. | 0.20% | Add +2.5% | 128,592 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.3% | 127,230 | $3.0M |
| Koesten, Hirschmann & Crabtree, INC. | 1.70% | Reduce -0.6% | 126,179 | $3.0M |
| Destination Wealth Management | 0.09% | Reduce -1.9% | 125,994 | $3.0M |
| PrairieView Partners, LLC | 0.31% | Reduce -6.2% | 125,998 | $3.0M |
| Liberty Capital Management, Inc. | 0.66% | Add +12.9% | 125,821 | $2.9M |
| Northeast Financial Group, Inc. | 1.10% | Add +6.1% | 125,372 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +18.0% | 125,072 | $2.9M |
| Values Added Financial LLC | 1.62% | Reduce -5.6% | 124,943 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Add +2.6% | 124,556 | $2.9M |
| Asset Allocation Strategies LLC | 0.72% | Add +9.8% | 124,338 | $2.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -2.1% | 122,715 | $2.9M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -6.7% | 122,624 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +10.9% | 121,853 | $2.9M |
| Consilium Wealth Advisory, LLC | 1.42% | Reduce -23.6% | 121,055 | $2.8M |
| Broadleaf Partners, LLC | 0.74% | Add +1.3% | 120,149 | $2.8M |
| ProVise Management Group, LLC | 0.24% | Reduce -11.4% | 119,948 | $2.8M |
| Winthrop Capital Management, LLC | 0.77% | Reduce -0.2% | 119,787 | $2.8M |
| Paces Ferry Wealth Advisors, LLC | 1.40% | Reduce -1.0% | 119,704 | $2.8M |
| Sensible Money, LLC | 1.19% | Add +0.5% | 118,818 | $2.8M |
| Next Capital Management LLC | 1.33% | Reduce -2.9% | 118,714 | $2.8M |
| Frisco Financial Planning LLC | 2.68% | Add +8.7% | 118,166 | $2.8M |
| Strategic Financial Concepts, LLC | 0.51% | Add +5.2% | 116,048 | $2.7M |
| Elser Financial Planning, Inc | 3.74% | Reduce -3.1% | 115,188 | $2.7M |
| Vision Capital Management, Inc. | 0.39% | Reduce -0.8% | 114,625 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -2.0% | 114,452 | $2.7M |
| Phillips Financial Management, LLC | 0.21% | Reduce -1.9% | 114,074 | $2.7M |
| Capital Insight Partners, LLC | 0.46% | Reduce -15.2% | 113,653 | $2.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +14.0% | 111,636 | $2.6M |
| Element Wealth, LLC | 1.40% | Reduce -2.1% | 111,128 | $2.6M |
| Gleason Group, Inc. | 0.47% | Reduce -7.7% | 110,997 | $2.6M |
| Harbor Group, Inc. | 0.52% | Reduce -1.6% | 110,984 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +259.4% | 110,909 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -85.9% | 110,774 | $2.6M |
| Tradewinds Capital Management, LLC | 0.69% | Reduce -80.1% | 110,509 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.6% | 110,376 | $2.6M |
| NBT Bank, N.A. | 0.19% | Reduce -16.9% | 109,966 | $2.6M |
| Arcataur Capital Management LLC | 0.88% | Add +0.4% | 109,952 | $2.6M |
| AQR Capital Management | 0.00% | Add +7.7% | 109,798 | $2.6M |
| Family Firm, Inc. | 0.57% | Reduce -1.1% | 109,446 | $2.6M |
| Clayton Financial Group LLC | 0.93% | Add +2.0% | 108,182 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +22.0% | 108,074 | $2.5M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -4.7% | 107,802 | $2.5M |
| WealthShield Partners, LLC | 0.32% | Add +2.1% | 107,285 | $2.5M |
| Smithbridge Asset Management Inc. | 0.46% | — | 105,184 | $2.5M |
| Signal Advisors Wealth, LLC | 0.24% | Reduce -5.3% | 104,522 | $2.4M |
| Triangle Securities Wealth Management | 0.63% | Add +2.5% | 104,326 | $2.4M |
| Larson Financial Group LLC | 0.12% | Reduce -10.5% | 103,857 | $2.4M |
| Alpha Omega Wealth Management LLC | 0.46% | Add +0.6% | 103,310 | $2.4M |
| HC Advisors, LLC | 1.79% | Add +1.6% | 102,214 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -3.0% | 102,024 | $2.4M |
| HBK Sorce Advisory LLC | 0.07% | Add +1.8% | 101,715 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 101,625 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.8% | 101,069 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +11.8% | 101,069 | $2.4M |
| Sunburst Financial Group, LLC | 0.58% | Reduce -7.9% | 100,481 | $2.4M |
| Lee Financial Co | 0.36% | Add +7.4% | 100,042 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.26% | Reduce -2.0% | 99,889 | $2.3M |
| Smith Thornton Advisors LLC | 1.46% | Add +89.2% | 99,858 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +2604.9% | 99,106 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Reduce -0.4% | 98,976 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.13% | Reduce -0.4% | 98,503 | $2.3M |
| Revolve Wealth Partners, LLC | 0.33% | Reduce -1.6% | 98,477 | $2.3M |
| Caprock Group, LLC | 0.07% | Add +0.2% | 97,919 | $2.3M |
| Foster Group, Inc. | 0.08% | Add +1.1% | 96,848 | $2.3M |
| LVW Advisors, LLC | 0.27% | Reduce -30.0% | 96,040 | $2.3M |
| Berkshire Asset Management LLC | 0.11% | Add +3.8% | 95,022 | $2.3M |
| Code Waechter LLC | 1.85% | Add +15.9% | 95,764 | $2.2M |
| Boltwood Capital Management | 0.68% | Add +9.5% | 95,738 | $2.2M |
| Investors Research Corp | 0.49% | Reduce -0.4% | 95,709 | $2.2M |
| Jackson Creek Investment Advisors LLC | 0.71% | Add +3.1% | 95,437 | $2.2M |
| 1834 Investment Advisors Co. | 0.29% | Add +20.5% | 94,434 | $2.2M |
| Callan Capital, LLC | 0.16% | Add +0.0% | 94,156 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 1.01% | Reduce -1.7% | 93,964 | $2.2M |
| Csenge Advisory Group | 0.12% | Add +16.1% | 100,556 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.20% | Add +0.8% | 92,585 | $2.2M |
| C M Bidwell & Associates Ltd. | 1.30% | Add +11.9% | 92,027 | $2.2M |
| MADDEN SECURITIES Corp | 0.83% | Reduce -0.2% | 91,331 | $2.1M |
| Centerpoint Advisors, LLC | 0.78% | No change | 90,000 | $2.1M |
| Murphy & Mullick Capital Management Corp | 2.03% | Reduce -2.5% | 89,355 | $2.1M |
| L.K. Benson & Company, P.C. | 1.44% | Add +0.1% | 88,949 | $2.1M |
| Breed's Hill Capital LLC | 1.11% | Add +13.6% | 87,742 | $2.1M |
| Elm Partners Management LLC | 0.13% | Reduce -31.7% | 87,723 | $2.1M |
| Firestone Capital Management | 0.54% | Add +2.8% | 87,710 | $2.1M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Reduce -0.5% | 87,123 | $2.0M |
| Comerica Bank | 0.01% | Reduce -0.8% | 86,937 | $2.0M |
| Rinkey Investments | 0.64% | New | 86,323 | $2.0M |
| Accelerate Investment Advisors LLC | 1.69% | Add +1.6% | 86,208 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.3% | 83,398 | $2.0M |
| Transform Wealth, LLC | 0.12% | Reduce -8.4% | 86,167 | $2.0M |
| McAdam, LLC | 0.12% | Reduce -14.1% | 85,706 | $2.0M |
| Sage Financial Management Group, Inc. | 0.71% | Reduce -4.8% | 84,036 | $2.0M |
| Denver PWM, LLC | 0.71% | Reduce -0.3% | 83,752 | $2.0M |
| Guardian Financial Partners, LLC | 0.93% | Add +11.3% | 82,528 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +3.0% | 81,030 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.2% | 80,972 | $1.9M |
| Bensler, LLC | 0.24% | Reduce -12.7% | 80,443 | $1.9M |
| Wealth Group Ltd | 0.55% | Reduce -1.6% | 79,973 | $1.9M |
| Everhart Financial Group, Inc. | 0.25% | Add +0.6% | 79,440 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Add +3.9% | 78,887 | $1.8M |
| Independent Solutions Wealth Management, LLC | 0.41% | Add +7.6% | 78,211 | $1.8M |
| American Investment Services, Inc. | 0.32% | Add +3.5% | 78,142 | $1.8M |
| Aspen Investment Management Inc | 0.83% | Add +0.3% | 77,102 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -8.9% | 77,074 | $1.8M |
| Von Berge Wealth Management Group, LLC | 1.14% | Add +1.4% | 77,917 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -2.1% | 75,580 | $1.8M |
| Moller Wealth Partners | 0.44% | Reduce -1.3% | 75,114 | $1.8M |
| EWG Elevate Inc. | 0.66% | Add +3.0% | 74,879 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +223.8% | 74,443 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -16.1% | 73,800 | $1.7M |
| Whelan Financial | 0.66% | Reduce -1.9% | 72,844 | $1.7M |
| Abound Wealth Management | 0.57% | Add +5.5% | 72,451 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -1.9% | 72,387 | $1.7M |
| Bailard, Inc. | 0.04% | Add +0.1% | 71,844 | $1.7M |
| Exchange Capital Management, Inc. | 0.27% | Reduce -12.4% | 71,649 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Add +2.0% | 70,816 | $1.7M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 70,540 | $1.7M |
| VSM Wealth Advisory, LLC | 0.59% | Reduce -0.7% | 70,024 | $1.6M |
| SWS Partners | 0.53% | Reduce -2.6% | 69,366 | $1.6M |
| Summit Financial, LLC | 0.05% | Add +1.5% | 69,313 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.51% | Add +11.7% | 69,198 | $1.6M |
| Columbus Macro, LLC | 0.21% | Add +4.4% | 68,752 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +3.4% | 68,533 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 68,430 | $1.6M |
| Duncker Streett & Co. Inc. | 0.31% | Add +0.0% | 67,476 | $1.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -4.7% | 67,261 | $1.6M |
| CRA Financial Services, LLC | 0.27% | Add +6.9% | 67,011 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 66,928 | $1.6M |
| Souders Financial Advisors | 0.22% | Reduce -84.2% | 66,737 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.2% | 66,730 | $1.6M |
| Allen Capital Group, LLC | 0.18% | Add +9.3% | 66,685 | $1.6M |
| Savvy Advisors, Inc. | 0.16% | Add +4.4% | 66,609 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.35% | Reduce -2.2% | 65,836 | $1.5M |
| Milestone Investment Advisors LLC | 0.42% | Reduce -0.6% | 64,282 | $1.5M |
| Compass Advisory Group LLC | 0.52% | Reduce -0.5% | 64,245 | $1.5M |
| LTG Capital LLC | 1.37% | Reduce -0.7% | 64,059 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.41% | No change | 64,045 | $1.5M |
| Aspen Grove Capital, LLC | 0.28% | Add +0.0% | 62,876 | $1.5M |
| Financial Advisors, LLC | 0.29% | Add +0.0% | 62,809 | $1.5M |
| Krilogy Financial LLC | 0.09% | Add +15.4% | 62,402 | $1.5M |
| BNC Wealth Management, LLC | 0.52% | Reduce -47.1% | 61,668 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +84.0% | 61,262 | $1.4M |
| Ieq Capital, LLC | 0.01% | Reduce -7.9% | 61,038 | $1.4M |
| Arcadia Investment Advisors LLC | 0.79% | Reduce -4.0% | 60,305 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +7.7% | 59,868 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -0.6% | 59,782 | $1.4M |
| Summit Financial Wealth Advisors, LLC | 0.28% | Add +7.5% | 59,781 | $1.4M |
| Archer Investment Management, LLC | 0.97% | Reduce -31.6% | 59,646 | $1.4M |
| Panoramic Investment Advisors, LLC | 0.93% | Add +2.2% | 58,990 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -1.4% | 58,108 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +5.7% | 57,886 | $1.4M |
| Capital Analysts, LLC | 0.05% | Reduce -5.9% | 57,312 | $1.3M |
| Spinnaker Investment Group, LLC | 0.30% | Reduce -4.0% | 56,983 | $1.3M |
| Mendel Capital Management LLC | 0.81% | Add +21.3% | 56,959 | $1.3M |
| Greenhouse Wealth Management, LLC | 1.00% | Reduce -3.4% | 56,930 | $1.3M |
| PFG Advisors | 0.07% | Add +4.4% | 56,878 | $1.3M |
| Envision Financial LLC | 1.00% | Reduce -1.8% | 56,745 | $1.3M |
| Planned Solutions, Inc. | 0.54% | Reduce -1.0% | 56,262 | $1.3M |
| Cape Investment Advisory, Inc. | 0.52% | Reduce -5.5% | 55,760 | $1.3M |
| Cambridge Advisors Inc. | 0.28% | Reduce -0.2% | 55,417 | $1.3M |
| United Advisor Group, LLC | 0.27% | Add +18.5% | 55,333 | $1.3M |
| ARK & TLK Investments, LLC | 0.45% | Reduce -0.3% | 55,000 | $1.3M |
| Nestegg Advisors, Inc. | 1.36% | Add +0.2% | 54,690 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +1.3% | 54,377 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -0.1% | 54,220 | $1.3M |
| Ironwood Wealth Management, LLC. | 0.39% | Reduce -0.9% | 54,218 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.6% | 54,141 | $1.3M |
| FSM Wealth Advisors, LLC | 0.28% | Add +80.2% | 53,781 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.71% | Add +6.5% | 53,750 | $1.3M |
| Passive Capital Management, LLC. | 0.40% | Reduce -0.1% | 53,519 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.9% | 61,271 | $1.3M |
| Brighton Jones LLC | 0.04% | Reduce -7.7% | 53,303 | $1.2M |
| Warwick Investment Management, Inc. | 0.26% | Add +14.3% | 52,838 | $1.2M |
| Armor Investment Advisors, LLC | 0.51% | No change | 52,798 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.50% | Reduce -0.9% | 52,374 | $1.2M |
| Opus Capital Group, LLC | 0.16% | Add +0.1% | 52,350 | $1.2M |
| Seek First Inc. | 1.09% | — | 52,231 | $1.2M |
| Advisor OS, LLC | 0.14% | Add +12.2% | 51,971 | $1.2M |
| Marks Group Wealth Management, Inc | 0.12% | New | 51,720 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | Add +3.8% | 51,550 | $1.2M |
| Bravias Capital Group, LLC | 0.97% | Add +0.1% | 51,260 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 50,678 | $1.2M |
| Cooper/Haims Advisors, LLC | 0.64% | Reduce -7.7% | 50,368 | $1.2M |
| North Forty Two & Co. | 1.29% | Add +10.7% | 49,827 | $1.2M |
| West Paces Advisors Inc. | 0.27% | Reduce -14.2% | 49,768 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.21% | Add +2.9% | 49,378 | $1.2M |
| Northwest Capital Management Inc | 0.47% | Reduce -11.6% | 49,258 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -8.2% | 49,192 | $1.2M |
| Blossom Wealth Management | 2.31% | Reduce -0.4% | 49,073 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.4% | 49,035 | $1.1M |
| BCK Partners, Inc. | 0.72% | Reduce -0.5% | 48,990 | $1.1M |
| Milestone Asset Management Group, LLC | 1.04% | Add +5.5% | 48,916 | $1.1M |
| Fulton Breakefield Broenniman LLC | 0.08% | Reduce -2.5% | 48,730 | $1.1M |
| Custos Family Office, LLC | 0.40% | Add +1.3% | 48,640 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -38.7% | 48,362 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +7.2% | 48,280 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Add +6.3% | 48,269 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.3% | 48,235 | $1.1M |
| Cynosure Group, LLC | 0.16% | Add +0.2% | 48,223 | $1.1M |
| Ironwood Financial, llc | 0.24% | Reduce -1.2% | 48,071 | $1.1M |
| Great Waters Wealth Management | 0.16% | Reduce -0.3% | 48,060 | $1.1M |
| Laraway Financial Advisors Inc | 0.89% | Add +0.2% | 47,913 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.71% | Reduce -1.6% | 47,818 | $1.1M |
| Plancorp, LLC | 0.04% | Add +22.9% | 47,766 | $1.1M |
| Fonville Wealth Management LLC | 0.33% | Reduce -4.7% | 48,838 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -43.3% | 47,333 | $1.1M |
| Intellus Advisors LLC | 0.19% | Add +1.9% | 46,902 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +4.8% | 46,434 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Add +2.0% | 46,232 | $1.1M |
| TPG Advisors LLC | 0.85% | Reduce -3.4% | 46,110 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +3.1% | 46,002 | $1.1M |
| Joseph Group Capital Management | 0.41% | Reduce -5.6% | 45,833 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.4% | 45,774 | $1.1M |
| SouthState Bank Corp | 0.05% | New | 45,370 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.59% | Reduce -1.3% | 44,843 | $1.1M |
| Omega Financial Group, LLC | 0.40% | Reduce -9.8% | 44,651 | $1.0M |
| Oldfather Financial Services, LLC | 0.40% | Add +6.5% | 44,574 | $1.0M |
| Westmount Partners, LLC | 0.32% | Add +56.0% | 44,473 | $1.0M |
| Nicollet Investment Management, Inc. | 0.37% | Reduce 0.0% | 44,462 | $1.0M |
| Wisconsin Capital Management LLC | 0.66% | No change | 44,000 | $1.0M |
| Rede Wealth, LLC | 0.36% | Add +4.8% | 43,852 | $1.0M |
| Climber Capital SA | 0.80% | Add +8.6% | 55,574 | $1.0M |
| MilWealth Group LLC | 0.28% | No change | 43,525 | $1.0M |
| Paulson Wealth Management Inc. | 0.29% | Reduce -8.8% | 43,321 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Add +2.1% | 43,234 | $1.0M |
| Capital Management Associates, Inc | 0.22% | Add +100.5% | 42,078 | $986K |
| Sculati Wealth Management, LLC | 0.40% | Reduce -13.1% | 42,033 | $985K |
| Phil A. Younker & Associates, Ltd. | 0.97% | Add +0.3% | 41,902 | $982K |
| Claro Advisors Inc. | 0.13% | Reduce -0.4% | 41,874 | $981K |
| Wilson & Boucher Capital Management, LLC | 0.73% | Reduce -8.1% | 41,723 | $978K |
| Crescent Sterling, Ltd. | 0.99% | Reduce -3.5% | 41,291 | $967K |
| Scarborough Advisors, LLC | 0.14% | Reduce -11.0% | 41,025 | $961K |
| Strategic Equity Management | 0.40% | Reduce -9.3% | 40,927 | $959K |
| Wiser Advisor Group LLC | 1.41% | Reduce -3.3% | 40,736 | $954K |
| Bogart Wealth, LLC | 0.04% | Reduce -50.3% | 40,718 | $954K |
| Ifrah Financial Services, Inc. | 0.27% | Reduce -0.1% | 40,599 | $951K |
| NorthRock Partners, LLC | 0.03% | Reduce -17.2% | 40,567 | $950K |
| Collective Family Office LLC | 0.26% | Reduce -4.4% | 40,398 | $947K |
| Gradient Capital Advisors, LLC | 0.31% | Add +0.1% | 40,113 | $940K |
| Econ Financial Services Corp | 0.50% | Reduce -0.8% | 40,088 | $939K |
| BankPlus Wealth Management LLC | 0.69% | Add +214.8% | 39,995 | $937K |
| Bristlecone Advisors, LLC | 0.08% | Reduce -0.6% | 39,679 | $930K |
| Summit Asset Management, LLC | 0.16% | Reduce -13.3% | 39,438 | $924K |
| Finer Wealth Management, Inc. | 0.55% | Reduce -9.4% | 39,275 | $920K |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Reduce -2.8% | 39,215 | $919K |
| Mengis Capital Management, Inc. | 0.19% | Add +0.6% | 39,019 | $914K |
| Virtue Capital Management, LLC | 0.11% | Add +15.4% | 38,841 | $910K |
| Fulcrum Equity Management | 0.99% | Reduce -1.7% | 38,705 | $907K |
| Eley Financial Management, Inc | 0.36% | Reduce -1.8% | 38,375 | $901K |
| Enclave Advisors LLC | 0.15% | Reduce -22.3% | 38,147 | $894K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.4% | 38,133 | $893K |
| Myecfo, LLC | 0.47% | Reduce -1.2% | 38,131 | $893K |
| Cozad Asset Management Inc. | 0.09% | No change | 38,007 | $890K |
| Peterson Wealth Advisors, LLC | 0.17% | New | 42,428 | $890K |
| Red Tortoise LLC | 0.46% | Reduce -4.9% | 37,941 | $889K |
| MBL Wealth, LLC | 0.09% | No change | 37,700 | $883K |
| Donaldson Capital Management, LLC | 0.03% | Add +4.0% | 37,679 | $883K |
| Elevation Wealth Partners, LLC | 0.38% | Reduce -0.4% | 37,253 | $873K |
| Family Investment Center, Inc. | 0.21% | Reduce -5.8% | 37,208 | $872K |
| Oarsman Capital, Inc. | 0.16% | Reduce -5.7% | 37,114 | $870K |
| Jane Street Group, LLC | 0.00% | New | 36,992 | $867K |
| Market Street Wealth Management Advisors LLC | 0.15% | No change | 36,703 | $860K |
| Roundview Capital LLC | 0.06% | Add +0.6% | 36,588 | $857K |
| Roberts Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 36,160 | $847K |
| S.A. Mason LLC | 0.45% | Reduce -0.3% | 36,008 | $844K |
| Coastwise Capital Group, LLC | 0.71% | Reduce -0.1% | 35,843 | $840K |
| Clear Point Advisors Inc. | 0.75% | Reduce -1.0% | 35,835 | $840K |
| Litman Gregory Wealth Management LLC | 0.07% | Reduce -2.5% | 35,706 | $837K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 35,600 | $834K |
| Harbour Investments, Inc. | 0.02% | Add +0.5% | 35,586 | $834K |
| Parsons Capital Management Inc. | 0.05% | Add +16.8% | 35,501 | $832K |
| Wedmont Private Capital | 0.04% | Add +55.3% | 38,459 | $831K |
| Hengehold Capital Management LLC | 0.08% | Reduce -21.3% | 35,368 | $829K |
| Tempus Wealth Planning, LLC | 0.25% | Add +2.6% | 35,148 | $824K |
| Hilltop Partners LLC | 0.28% | Reduce -6.7% | 35,134 | $823K |
| Woodmont Investment Counsel LLC | 0.06% | Add +0.0% | 34,290 | $803K |
| Glass Jacobson Investment Advisors llc | 0.26% | No change | 31,006 | $802K |
| Index Fund Advisors, Inc. | 0.05% | Reduce -0.7% | 34,185 | $801K |
| StoneX Group Inc. | 0.04% | Add +10.3% | 33,949 | $795K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.36% | Reduce -1.4% | 33,834 | $794K |
| Nwam LLC | 0.07% | Add +0.9% | 33,663 | $789K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -2.8% | 33,289 | $780K |
| BLB&B Advisors, LLC | 0.04% | Reduce -1.2% | 33,259 | $779K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +10.8% | 33,176 | $777K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -96.5% | 33,062 | $775K |
| Lowery Thomas, LLC | 0.53% | Reduce -2.4% | 33,059 | $775K |
| Grantvest Financial Group LLC | 0.63% | Reduce -11.1% | 33,033 | $774K |
| Leverty Financial Group, LLC | 0.32% | Reduce -10.3% | 32,991 | $773K |
| Calton & Associates, Inc. | 0.17% | New | 32,380 | $759K |
| AlphaCore Capital LLC | 0.06% | Add +18.2% | 32,332 | $758K |
| Clearview Wealth Advisors LLC | 0.56% | Add +2.2% | 32,253 | $756K |
| Paradigm, Strategies in Wealth Management, LLC | 0.51% | Add +4.6% | 32,083 | $752K |
| Strategic Investment Solutions, Inc. | 0.22% | Reduce -15.2% | 32,069 | $751K |
| Twele Capital Management, Inc. | 0.15% | Add +0.4% | 31,149 | $730K |
| Bond & Devick Financial Network, Inc. | 0.26% | Add +100.0% | 31,122 | $729K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -66.3% | 30,544 | $716K |
| Asset Planning Services Inc. /La/ | 0.36% | Reduce -1.0% | 30,322 | $710K |
| CWA Asset Management Group, LLC | 0.03% | No change | 30,232 | $708K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -0.9% | 30,226 | $708K |
| Park Avenue Securities LLC | 0.01% | Add +0.2% | 30,055 | $704K |
| Blue Sky Capital Consultants Group, Inc. | 0.44% | Add +0.4% | 29,048 | $681K |
| Nemes Rush Group LLC | 0.09% | No change | 29,008 | $680K |
| LifePlan Financial, LLC | 0.59% | Add +6.5% | 28,984 | $679K |
| World Investment Advisors | 0.02% | Reduce -20.9% | 28,732 | $673K |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 28,532 | $668K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.9% | 28,392 | $665K |
| West Oak Capital, LLC | 0.37% | Reduce -0.5% | 28,125 | $659K |
| Cooksen Wealth, LLC | 0.67% | Reduce -35.1% | 13,361 | $658K |
| Diversified Enterprises, LLC | 0.05% | Add +252.9% | 27,747 | $650K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -0.8% | 27,427 | $643K |
| Aspire Capital Advisors LLC | 0.19% | Reduce -0.7% | 27,349 | $641K |
| &partners | 0.01% | Add +4.7% | 27,640 | $640K |
| Warner Financial, Inc. | 0.28% | Add +4.7% | 27,297 | $640K |
| Voisard Asset Management Group, Inc. | 0.19% | Reduce -3.2% | 27,169 | $637K |
| Jacobi Capital Management LLC | 0.05% | Add +0.2% | 26,991 | $632K |
| CVA Family Office, LLC | 0.10% | Reduce -1.3% | 26,961 | $632K |
| Long Island Wealth Management, Inc. | 0.38% | Add +22.8% | 26,923 | $631K |
| Evermay Wealth Management LLC | 0.08% | Reduce -3.7% | 26,658 | $625K |
| Apex Wealth Management, LLC | 0.56% | Add +4.6% | 26,647 | $624K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Add +0.0% | 28,788 | $624K |
| Yoffe Investment Management, LLC | 0.91% | Reduce 0.0% | 26,536 | $622K |
| Wooster Corthell Wealth Management, Inc. | 0.13% | Reduce -6.8% | 26,425 | $619K |
| Holderness Investments Co. | 0.14% | Reduce -41.6% | 26,117 | $612K |
| Luminvest Wealth Management LLC | 0.25% | Reduce -2.7% | 26,063 | $611K |
| Burkett Financial Services, LLC | 0.25% | Reduce -4.3% | 26,003 | $609K |
| Vanguard Group Inc. | 0.00% | Reduce -7.2% | 25,969 | $608K |
| CAP Partners, LLC | 0.44% | Reduce -6.5% | 25,923 | $607K |
| Madden Advisory Services, Inc. | 0.28% | Reduce -2.2% | 25,825 | $605K |
| Davidson Trust Co. | 0.29% | No change | 25,588 | $600K |
| Evoke Wealth, LLC | 0.02% | No change | 25,557 | $599K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.5% | 25,147 | $589K |
| Facet Wealth, Inc. | 0.02% | Reduce -17.5% | 25,143 | $588K |
| Carret Asset Management, LLC | 0.07% | Reduce -0.5% | 24,986 | $585K |
| Pacific Sun Financial Corp | 0.33% | Add +6.9% | 24,843 | $582K |
| Red Door Wealth Management, LLC | 0.09% | Add +45.8% | 24,627 | $577K |
| Integral Investment Advisors, Inc. | 0.18% | Add +0.0% | 24,550 | $575K |
| Baird Financial Group, Inc. | 0.00% | Add +29.3% | 24,504 | $574K |
| Pegasus Asset Management, Inc. | 0.23% | No change | 24,502 | $574K |
| Acropolis Investment Management, LLC | 0.03% | No change | 24,396 | $572K |
| Nautilus Advisors LLC | 0.47% | Add +1.0% | 24,358 | $571K |
| Tudor Investment Corporation | 0.01% | New | 24,303 | $569K |
| Brass Tax Wealth Management, Inc. | 0.12% | Reduce -8.6% | 24,234 | $568K |
| WP Advisors, LLC | 0.19% | New | 24,008 | $563K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.4% | 24,543 | $558K |
| John W. Brooker & Co., CPAs | 0.23% | Reduce -2.4% | 23,719 | $556K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -9.8% | 23,693 | $555K |
| Hendershot Investments Inc. | 0.08% | Add +3.0% | 23,643 | $554K |
| Capital Advantage, Inc. | 0.10% | No change | 21,359 | $552K |
| Zhang Financial LLC | 0.03% | Add +11.5% | 23,401 | $548K |
| Weaver Capital Management LLC | 0.15% | No change | 23,276 | $545K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 23,260 | $545K |
| Clear Investment Research, LLC | 0.73% | Reduce -0.1% | 23,247 | $545K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -0.1% | 23,176 | $543K |
| Brucke Financial, Inc. | 0.47% | Add +10.5% | 23,671 | $540K |
| Everstar Asset Management, LLC | 0.36% | Reduce -4.2% | 22,974 | $538K |
| Legacy Bridge, LLC | 0.30% | Reduce -5.0% | 22,960 | $538K |
| Money Concepts Capital Corp. | 0.04% | Reduce -3.5% | 22,959 | $538K |
| Northern Trust Corp. | 0.00% | Add +88.2% | 22,806 | $534K |
| Howe & Rusling Inc. | 0.04% | Add +3.8% | 22,791 | $534K |
| Forte Capital LLC | 0.06% | Add +0.4% | 22,784 | $534K |
| Choreo, LLC | 0.01% | Reduce -1.0% | 22,759 | $533K |
| Glenmede Trust Co. NA | 0.00% | Add +6.8% | 22,561 | $529K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.5% | 22,534 | $528K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +0.9% | 22,512 | $527K |
| AE Wealth Management LLC | 0.00% | Reduce -7.5% | 22,278 | $522K |
| Two Sigma Securities, LLC | 0.08% | New | 22,202 | $520K |
| Altfest L J & Co. Inc. | 0.07% | Add +21.8% | 22,183 | $520K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -16.9% | 22,153 | $519K |
| Mgo One Seven LLC | 0.02% | Add +8.5% | 22,134 | $519K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.4% | 21,931 | $514K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 21,930 | $514K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 21,922 | $514K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +4.8% | 21,634 | $507K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -10.5% | 21,553 | $505K |
| Bigelow Investment Advisors, LLC | 0.24% | Add +1.6% | 21,508 | $504K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +0.2% | 21,464 | $503K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +563.1% | 21,372 | $501K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 19,319 | $500K |
| Stockman Wealth Management, Inc. | 0.07% | Add +14.3% | 21,212 | $497K |
| Advisor Resource Council | 0.04% | New | 22,929 | $495K |
| Centaurus Financial, Inc. | 0.03% | Add +77.3% | 21,088 | $494K |
| Condor Capital Management | 0.05% | Reduce -5.9% | 20,692 | $485K |
| Pacific Sage Partners, LLC | 0.11% | Reduce -6.4% | 20,508 | $480K |
| Acas, LLC | 0.36% | Add +0.0% | 20,881 | $479K |
| Creative Financial Designs Inc. | 0.04% | Add +0.5% | 20,439 | $479K |
| Mitchell Capital Management Co. | 0.09% | Reduce -2.4% | 20,345 | $477K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Reduce -0.7% | 20,332 | $476K |
| Planning Directions Inc. | 0.20% | Add +0.2% | 20,327 | $476K |
| Sage Rhino Capital LLC | 0.11% | Add +1.0% | 20,147 | $472K |
| William Mack & Associates, Inc. | 0.40% | Add +0.2% | 20,146 | $472K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 20,075 | $470K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.3% | 20,070 | $470K |
| Pacific Point Advisors, LLC | 0.26% | New | 20,000 | $469K |
| Aire Advisors, LLC | 0.10% | No change | 20,000 | $469K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -13.2% | 19,891 | $466K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -0.9% | 19,766 | $463K |
| Cornerstone Wealth Advisors, Inc. | 0.13% | Reduce -3.4% | 19,756 | $463K |
| One Capital Management, LLC | 0.02% | Reduce -22.5% | 19,718 | $462K |
| CWC Advisors, LLC. | 0.26% | Reduce -0.3% | 19,676 | $461K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -68.9% | 20,031 | $460K |
| Fermata Advisors, LLC | 0.08% | Add +15.0% | 19,526 | $457K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -23.5% | 19,500 | $457K |
| Tiemann Investment Advisors, LLC | 0.21% | No change | 19,492 | $457K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -0.6% | 19,489 | $457K |
| West Coast Financial LLC | 0.05% | No change | 19,488 | $457K |
| Meritage Portfolio Management | 0.03% | New | 19,484 | $457K |
| HUB Investment Partners, LLC | 0.02% | Reduce -21.1% | 19,439 | $455K |
| Parkside Financial Bank & Trust | 0.06% | Add +7.6% | 19,285 | $452K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +3.2% | 19,223 | $450K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.19% | Add +10.1% | 19,031 | $446K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.9% | 18,949 | $445K |
| Bluestem Financial Advisors, LLC | 0.21% | Reduce -3.5% | 18,867 | $442K |
| Fca Corp. | 0.14% | Reduce -2.9% | 18,836 | $441K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -46.1% | 18,809 | $441K |
| Berkeley, Inc | 0.21% | Reduce -11.9% | 18,717 | $439K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -15.8% | 18,650 | $437K |
| Keel Point, LLC | 0.03% | Reduce -9.4% | 18,640 | $437K |
| SCS Capital Management LLC | 0.01% | New | 18,585 | $435K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -1.6% | 18,565 | $435K |
| Addison Capital Co | 0.17% | Reduce -7.4% | 18,470 | $433K |
| Waterloo Capital, L.P. | 0.04% | Add +8.0% | 18,453 | $432K |
| Rialto Wealth Management, LLC | 0.13% | Add +0.1% | 18,306 | $429K |
| Revisor Wealth Management LLC | 0.19% | New | 18,208 | $427K |
| Ahl Investment Management, Inc. | 0.29% | New | 18,164 | $426K |
| Moneco Advisors, LLC | 0.04% | Add +3.2% | 18,140 | $425K |
| Waterfront Wealth Inc. | 0.10% | Add +0.2% | 18,134 | $425K |
| Capital Advisors Wealth Management, LLC | 0.07% | Reduce -30.7% | 18,069 | $423K |
| Stewardship Advisors, LLC | 0.11% | Add +17.9% | 17,904 | $419K |
| Lynx Investment Advisory | 0.28% | Reduce -0.7% | 17,888 | $419K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -2.3% | 18,041 | $414K |
| Haverford Trust Co | 0.00% | Add +3.9% | 17,660 | $414K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -1.0% | 17,648 | $413K |
| Kaizen Financial Strategies | 0.24% | Add +26.1% | 17,604 | $412K |
| Retirement Planning Group, LLC | 0.02% | New | 17,542 | $411K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -84.1% | 17,485 | $410K |
| Ellevest, Inc. | 0.03% | Add +0.1% | 17,484 | $410K |
| Trellis Wealth Advisors LLC | 0.20% | No change | 17,416 | $408K |
| Evensky & Katz LLC | 0.03% | Add +0.2% | 17,409 | $408K |
| Sovereign Financial Group, Inc. | 0.09% | Add +0.6% | 17,363 | $407K |
| Fiduciary Alliance LLC | 0.04% | Add +14.9% | 17,310 | $406K |
| Astoria Portfolio Advisors LLC. | 0.14% | Add +101.2% | 18,131 | $403K |
| Heritage Trust Co | 0.05% | No change | 17,200 | $403K |
| Tranquility Partners, LLC | 0.16% | Reduce -3.4% | 17,189 | $403K |
| Signaturefd, LLC | 0.01% | Reduce -32.8% | 17,177 | $402K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +0.0% | 17,149 | $402K |
| Berger Financial Group, Inc | 0.03% | Reduce -87.8% | 17,133 | $401K |
| Roger Wittlin Investment Advisory, LLC | 0.23% | Add +0.2% | 17,054 | $400K |
| Benjamin Edwards Inc. | 0.01% | Reduce -17.1% | 17,051 | $400K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.0% | 17,044 | $399K |
| MJP Associates Inc. | 0.07% | Reduce -0.6% | 17,037 | $399K |
| Pure Financial Advisors, LLC | 0.01% | Add +17.3% | 17,031 | $399K |
| PFG Investments, LLC | 0.03% | Reduce -1.2% | 17,001 | $398K |
| Petra Financial Advisors Inc. | 0.33% | Reduce -87.2% | 16,970 | $398K |
| Geometric Wealth Advisors | 0.07% | Add +0.0% | 16,939 | $397K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.2% | 16,909 | $396K |
| Kelman-Lazarov, Inc. | 0.07% | Add +10.3% | 16,879 | $395K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -9.2% | 16,838 | $395K |
| BIP Wealth, LLC | 0.03% | Add +5.0% | 16,713 | $392K |
| Chatham Capital Group, Inc. | 0.07% | No change | 16,655 | $390K |
| DHK Financial Advisors, Inc. | 0.21% | Reduce -9.3% | 16,627 | $390K |
| Meridian Wealth Partners, LLC | 0.06% | Reduce -15.0% | 16,562 | $388K |
| Fortitude Advisory Group L.L.C. | 0.28% | Reduce -0.3% | 17,879 | $387K |
| MeadowBrook Investment Advisors LLC | 0.37% | Add +0.1% | 16,481 | $386K |
| Fortis Capital Advisors, LLC | 0.08% | New | 16,360 | $383K |
| Belpointe Asset Management LLC | 0.02% | Reduce -41.6% | 16,360 | $383K |
| Ruggaard & Associates LLC | 0.17% | Reduce -3.4% | 16,326 | $383K |
| Pine Haven Investment Counsel, Inc | 0.32% | Reduce -4.2% | 16,320 | $382K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -4.5% | 16,238 | $380K |
| Hardin Capital Partners, LLC | 0.23% | Add +19.5% | 16,213 | $380K |
| Prudent Investors Network, Inc. | 0.11% | No change | 16,167 | $379K |
| Brookstone Capital Management | 0.01% | Add +17.6% | 16,159 | $379K |
| Evernest Financial Advisors, LLC | 0.14% | Add +0.2% | 16,107 | $377K |
| Michels Family Financial, LLC | 0.34% | Add +0.2% | 15,983 | $374K |
| Signature Resources Capital Management, LLC | 0.32% | No change | 15,975 | $374K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +11.3% | 15,955 | $374K |
| Columbia Advisory Partners LLC | 0.32% | Reduce -2.7% | 15,908 | $373K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -19.9% | 15,888 | $372K |
| JPL Wealth Management, LLC | 0.11% | Reduce -23.4% | 15,884 | $372K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +0.1% | 15,856 | $372K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -37.1% | 15,656 | $367K |
| Stone Summit Wealth LLC | 0.12% | Add +6.0% | 15,542 | $364K |
| Vishria Bird Financial Group, LLC | 0.12% | No change | 15,494 | $363K |
| Principle Wealth Partners LLC | 0.03% | No change | 15,477 | $363K |
| Cabot Wealth Management Inc. | 0.05% | Reduce -6.4% | 15,417 | $361K |
| FLC Capital Advisors | 0.08% | No change | 15,352 | $360K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -6.3% | 15,265 | $358K |
| Medallion Wealth Advisors, LLC | 0.16% | Add +2.3% | 15,222 | $357K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 15,200 | $356K |
| Capital Investment Advisors, LLC | 0.01% | Add +53.6% | 15,133 | $355K |
| Jeppson Wealth Management, LLC | 0.13% | No change | 15,056 | $353K |
| Chesley Taft & Associates LLC | 0.02% | New | 15,052 | $353K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.2% | 14,933 | $350K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.8% | 14,895 | $349K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.9% | 14,740 | $345K |
| Commerce Bank | 0.00% | Reduce -1.6% | 14,691 | $344K |
| Fisher Asset Management | 0.00% | Reduce -15.2% | 14,596 | $342K |
| Sierra Summit Advisors LLC | 0.07% | Add +2.2% | 14,589 | $342K |
| Prepared Retirement Institute LLC | 0.22% | Reduce -4.4% | 14,557 | $341K |
| Callan Family Office, LLC | 0.03% | No change | 14,548 | $341K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -3.3% | 14,522 | $340K |
| Mirador Capital Partners LP | 0.06% | No change | 14,518 | $340K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.1% | 14,615 | $338K |
| BlackRock, Inc. | 0.00% | Add +270.6% | 14,430 | $338K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.9% | 14,334 | $336K |
| Compass Capital Corp. /Ma/ | 0.18% | Reduce -16.2% | 15,824 | $335K |
| Genesee Capital Advisors, LLC | 0.17% | Add +0.2% | 14,256 | $334K |
| Dearborn Partners LLC | 0.02% | Add +40.1% | 14,194 | $333K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.4% | 14,088 | $330K |
| Quantinno Capital Management LP | 0.00% | Add +53.7% | 14,066 | $330K |
| Adero Partners, LLC | 0.02% | Add +2.2% | 14,048 | $329K |
| Clarity Capital Advisors, LLC | 0.22% | Reduce -29.3% | 14,031 | $329K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +29.3% | 14,009 | $328K |
| Seven Mile Advisory | 0.22% | No change | 14,000 | $328K |
| Pathstone Holdings, LLC | 0.00% | Add +61.2% | 13,926 | $326K |
| Skyline Advisors, Inc. | 0.13% | Add +6.1% | 13,830 | $324K |
| Fort Vancouver Investment Management, LLC | 0.25% | Reduce -9.1% | 13,825 | $324K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.1% | 13,796 | $323K |
| Farnam Financial LLC | 0.33% | Add +0.0% | 13,675 | $320K |
| Providence First Trust Co | 0.13% | No change | 13,662 | $320K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +0.0% | 13,660 | $320K |
| Capital Investment Counsel, LLC | 0.05% | Add +30.5% | 13,626 | $319K |
| River Wealth Advisors LLC | 0.04% | Reduce -21.4% | 13,566 | $318K |
| Fairway Financial, LLC | 0.29% | Add +16.4% | 13,535 | $317K |
| Front Row Advisors LLC | 0.12% | Add +0.9% | 13,529 | $317K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -6.0% | 13,502 | $316K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +1.0% | 13,489 | $316K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -1.6% | 13,301 | $312K |
| Glaxis Capital Management, LLC | 1.20% | Add +0.1% | 13,294 | $311K |
| Diversified Portfolios, Inc. | 0.03% | New | 13,283 | $311K |
| Sfmg, LLC | 0.02% | Add +0.7% | 13,243 | $310K |
| Vermillion Wealth Management, Inc. | 0.09% | Reduce -11.8% | 13,150 | $308K |
| Aspiring Ventures, LLC | 0.18% | Reduce -0.8% | 13,186 | $306K |
| Perissos Private Wealth Management, LLC | 0.28% | Reduce -6.7% | 13,042 | $306K |
| SageView Advisory Group, LLC | 0.01% | Add +1.8% | 13,015 | $305K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -5.2% | 13,001 | $305K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -11.9% | 12,996 | $304K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.8% | 12,921 | $303K |
| Stordahl Capital Management, Inc. | 0.07% | Reduce -4.1% | 12,822 | $300K |
| Sendero Wealth Management, LLC | 0.04% | No change | 12,800 | $300K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -36.5% | 12,686 | $297K |
| Core Wealth Partners LLC | 0.17% | Add +0.2% | 12,685 | $297K |
| Alteri Wealth LLC | 0.13% | Reduce -4.6% | 12,650 | $296K |
| Hexagon Capital Partners LLC | 0.06% | Add +17.7% | 12,619 | $296K |
| Fagan Associates, Inc. | 0.05% | No change | 12,576 | $295K |
| Sandy Spring Bank | 0.01% | Add +1.2% | 12,549 | $294K |
| Wrenne Financial Planning LLC | 0.16% | Add +3.3% | 12,530 | $294K |
| Flputnam Investment Management Co. | 0.01% | No change | 12,494 | $293K |
| Cascade Investment Advisors, Inc. | 0.20% | No change | 12,464 | $292K |
| Bowman & Co S.C. | 0.14% | Add +0.2% | 12,411 | $291K |
| HCR Wealth Advisors | 0.04% | Add +0.0% | 12,386 | $290K |
| Regal Investment Advisors LLC | 0.02% | Reduce -3.5% | 12,349 | $289K |
| Veery Capital, LLC | 0.11% | Reduce -30.8% | 12,252 | $287K |
| Granite Investment Partners, LLC | 0.01% | Add +58.7% | 12,167 | $285K |
| Somerset Group LLC | 0.26% | Reduce -3.7% | 12,154 | $285K |
| Curio Wealth, LLC | 0.15% | Reduce -100.0% | 3 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +3.2% | 12,119 | $284K |
| Cordant, Inc. | 0.15% | Reduce -11.5% | 12,062 | $283K |
| Vawter Financial, Ltd. | 0.16% | Add +10.3% | 12,032 | $282K |
| Wealth Group, Ltd. | 0.18% | Add +9.2% | 11,882 | $278K |
| Stratos Investment Management, LLC | 0.01% | New | 11,768 | $276K |
| J2 Capital Management Inc | 0.25% | No change | 11,724 | $275K |
| Round Rock Advisors LLC | 0.05% | Reduce -57.8% | 11,712 | $274K |
| Spire Wealth Management | 0.01% | Reduce -16.5% | 11,684 | $274K |
| Kelleher Financial Advisors | 0.11% | Reduce -51.6% | 11,550 | $271K |
| Three Magnolias Financial Advisors, LLC | 0.23% | Reduce -37.9% | 11,537 | $270K |
| Keystone Financial Services, LLC | 0.23% | New | 11,493 | $269K |
| Delta Financial Group, Inc. | 0.06% | No change | 10,962 | $269K |
| Bison Wealth, LLC | 0.03% | New | 11,707 | $267K |
| Burton Enright Welch | 0.05% | Add +7.0% | 11,402 | $267K |
| William Howard & Co Financial Advisors Inc | 0.25% | Add +0.2% | 11,374 | $266K |
| Pinnacle Financial Partners Inc | 0.01% | Add +101.3% | 10,286 | $266K |
| ETF Store, Inc. | 0.33% | Add +3.4% | 11,332 | $266K |
| RBA Wealth Management, LLC | 0.10% | Add +1.4% | 11,324 | $265K |
| BSW Wealth Partners | 0.04% | Reduce -3.2% | 11,266 | $264K |
| Sachetta, LLC | 0.11% | Reduce -6.8% | 11,219 | $263K |
| Pioneer Trust Bank N A | 0.07% | No change | 11,200 | $262K |
| Access Financial Services, Inc. | 0.11% | Add +0.0% | 11,194 | $262K |
| Sapient Capital LLC | 0.01% | New | 11,126 | $261K |
| Camelot Portfolios, LLC | 0.16% | New | 11,100 | $260K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 11,070 | $259K |
| Parkshore Wealth Management, Inc. | 0.15% | Add +0.0% | 11,036 | $259K |
| Delta Investment Management, LLC | 0.05% | Reduce -55.8% | 10,973 | $257K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -13.5% | 10,962 | $257K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.3% | 10,956 | $257K |
| Kathmere Capital Management, LLC | 0.02% | Add +5.8% | 10,849 | $254K |
| Foster & Motley Inc. | 0.02% | Add +0.3% | 10,837 | $254K |
| Allium Financial Advisors, LLC | 0.23% | — | 10,682 | $250K |
| Dravo Bay LLC | 0.13% | Reduce -27.7% | 10,673 | $250K |
| Marshall Wace, LLP | 0.00% | New | 10,640 | $249K |
| Mayfair Advisory Group, LLC | 0.14% | Add +0.2% | 10,555 | $247K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -65.9% | 10,540 | $247K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.0% | 10,535 | $247K |
| Birchbrook, Inc. | 0.14% | No change | 10,520 | $246K |
| Napatree Capital LLC | 0.14% | Add +4.0% | 10,470 | $245K |
| Apella Capital, LLC | 0.01% | Reduce -15.0% | 10,960 | $245K |
| Quadrature Capital Ltd | 0.01% | Reduce -81.0% | 10,422 | $244K |
| Vanguard Capital Wealth Advisors | 0.30% | Reduce -66.2% | 10,355 | $243K |
| Grant Private Wealth Management Inc | 0.26% | Reduce -1.9% | 10,312 | $242K |
| Citigroup Inc. | 0.00% | Reduce -14.7% | 10,255 | $240K |
| IFG Advisory, LLC | 0.01% | Add +13.2% | 10,212 | $239K |
| Heirloom Wealth Management | 0.07% | No change | 10,203 | $239K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -2.6% | 10,162 | $238K |
| Alpha Financial Advisors, LLC | 0.11% | Reduce -7.5% | 10,156 | $238K |
| Crestwood Advisors Group, LLC | 0.00% | Add +1.7% | 10,122 | $237K |
| D.A. Davidson & Co. | 0.00% | Add +5.7% | 10,090 | $236K |
| Factor Wealth Management LTD | 0.07% | Add +2.0% | 10,068 | $236K |
| Prospera Financial Services Inc | 0.01% | Reduce -33.2% | 10,025 | $235K |
| Stokes Family Office, LLC | 0.03% | No change | 9,996 | $234K |
| SOL Capital Management CO | 0.03% | Add +0.0% | 9,979 | $234K |
| Mainstay Capital Management LLC | 0.03% | Reduce -4.5% | 9,970 | $234K |
| MCF Advisors LLC | 0.02% | Add +0.1% | 9,941 | $233K |
| Builder Investment Group Inc. | 0.07% | No change | 9,902 | $232K |
| Rock Point Advisors, LLC | 0.07% | No change | 9,896 | $232K |
| Holistic Financial Partners | 0.11% | Reduce -23.6% | 9,883 | $232K |
| D.B. Root & Company, LLC | 0.07% | Add +0.9% | 9,876 | $231K |
| Selective Wealth Management, Inc. | 0.10% | Reduce -5.9% | 10,660 | $230K |
| Lafayette Investments, Inc. | 0.05% | Add +2.4% | 9,824 | $230K |
| Cross Staff Investments Inc | 0.17% | Add +0.0% | 9,810 | $230K |
| Grant/GrossMendelsohn, LLC | 0.13% | Add +3.2% | 10,052 | $230K |
| Castle Wealth Management LLC | 0.09% | Reduce -11.1% | 9,758 | $229K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -3.6% | 9,709 | $227K |
| Root Financial Partners, LLC | 0.02% | New | 9,702 | $227K |
| LifeSteps Financial, Inc. | 0.18% | Reduce -8.7% | 9,698 | $227K |
| Russell Investments Group, Ltd. | 0.00% | Add +2196.9% | 9,647 | $226K |
| Trexquant Investment LP | 0.00% | New | 9,639 | $226K |
| Composition Wealth, LLC | 0.00% | New | 9,630 | $226K |
| Paragon Capital Management Ltd | 0.05% | No change | 9,626 | $226K |
| Nottingham Advisors, Inc. | 0.03% | Add +0.7% | 9,616 | $225K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | No change | 9,600 | $225K |
| FinDec Wealth Services, Inc. | 0.22% | Reduce -37.8% | 9,577 | $224K |
| Private Client Services, LLC | 0.11% | Reduce -8.5% | 9,535 | $223K |
| Wedgewood Investors Inc. | 0.26% | Add +1.6% | 9,490 | $222K |
| Total Investment Management Inc. | 0.03% | Add +15.6% | 9,419 | $221K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -16.0% | 9,416 | $221K |
| FPC Investment Advisory, Inc. | 0.15% | Add +1785.1% | 9,388 | $219K |
| Pring Turner Capital Group Inc. | 0.14% | Add +1.8% | 9,362 | $219K |
| Sharkey, Howes & Javer | 0.03% | Reduce -30.5% | 9,357 | $219K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +10.5% | 9,338 | $219K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +2.5% | 9,290 | $218K |
| Simplicity Wealth,LLC | 0.02% | Add +1.9% | 9,276 | $217K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -3.8% | 9,234 | $216K |
| Whipplewood Advisors, LLC | 0.13% | Add +610.6% | 65,913 | $216K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 9,196 | $215K |
| Independent Advisor Alliance | 0.01% | Reduce -93.6% | 9,188 | $215K |
| WPG Advisers, LLC | 0.20% | Reduce -21.8% | 9,180 | $215K |
| MBE Wealth Management, LLC | 0.10% | Add +1.4% | 9,174 | $215K |
| Palisade Asset Management, LLC | 0.02% | New | 9,140 | $214K |
| Kathleen S. Wright Associates Inc. | 0.09% | Reduce -3.0% | 9,065 | $212K |
| Fusion Capital, LLC | 0.08% | Add +5.9% | 9,062 | $212K |
| Accredited Investors Inc. | 0.01% | New | 9,009 | $211K |
| CFC Planning Co LLC | 0.23% | Reduce -0.3% | 8,966 | $210K |
| Obermeyer Wealth Partners | 0.01% | No change | 8,954 | $210K |
| Highland Capital Management, LLC | 0.01% | New | 8,936 | $209K |
| Connecticut Wealth Management, LLC | 0.01% | New | 8,904 | $209K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 8,858 | $208K |
| High Probability Advisors, LLC | 0.03% | No change | 8,840 | $207K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 8,865 | $207K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -62.2% | 8,821 | $207K |
| Sigma Planning Corp | 0.01% | New | 8,763 | $205K |
| Flower City Capital | 0.13% | No change | 8,734 | $205K |
| Coordinated Financial Services, Inc. | 0.16% | — | 8,703 | $204K |
| Gainplan LLC | 0.13% | Reduce -3.2% | 8,701 | $204K |
| Continuum Wealth Advisors, LLC | 0.10% | No change | 8,696 | $204K |
| Apriem Advisors | 0.02% | No change | 8,680 | $203K |
| Avity Investment Management Inc. | 0.02% | Add +5.0% | 8,660 | $203K |
| Keybank National Association | 0.00% | Add +5.5% | 8,646 | $203K |
| Peak Financial Management, Inc. | 0.06% | Add +0.7% | 8,637 | $202K |
| Tme Financial, Inc. | 0.18% | Reduce -84.1% | 8,626 | $202K |
| Modus Advisors, LLC | 0.07% | Reduce -3.4% | 8,619 | $202K |
| Financial Management Network Inc. | 0.05% | Add +0.2% | 9,624 | $202K |
| Arq Wealth Advisors, LLC | 0.07% | Add +4.0% | 8,590 | $201K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -70.4% | 8,579 | $201K |
| Horizons Wealth Management | 0.15% | Add +0.8% | 8,410 | $197K |
| Biltmore Family Office, LLC | 0.03% | No change | 8,148 | $191K |
| Elgethun Capital Management | 0.04% | Add +9.9% | 8,121 | $190K |
| MJT & Associates Financial Advisory Group, Inc. | 0.18% | — | 7,900 | $185K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -7.4% | 7,829 | $183K |
| Kozak & Associates, Inc. | 0.05% | No change | 8,350 | $183K |
| Bessemer Group Inc. | 0.00% | Reduce -3.5% | 7,760 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.9% | 7,664 | $180K |
| TD Private Client Wealth LLC | 0.00% | Add +56.9% | 7,663 | $180K |
| North Star Investment Management Corp. | 0.01% | Reduce -8.8% | 7,651 | $179K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 7,610 | $178K |
| Optimum Investment Advisors | 0.08% | Add +1.6% | 7,568 | $177K |
| Topsail Wealth Management, LLC | 0.04% | No change | 7,409 | $174K |
| Continuum Advisory, LLC | 0.02% | Reduce -19.1% | 7,347 | $172K |
| Ancora Advisors LLC | 0.00% | Add +61.2% | 7,220 | $169K |
| Financial Connections Group, Inc. | 0.07% | New | 7,085 | $166K |
| Nalls Sherbakoff Group, LLC | 0.13% | — | 6,965 | $163K |
| Robinswood Financial LLC | 0.06% | No change | 6,800 | $159K |
| Richardson Capital Management LLC | 0.10% | Reduce -25.0% | 6,782 | $159K |
| Palouse Capital Management, Inc. | 0.11% | Reduce -6.3% | 6,764 | $158K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 6,368 | $149K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 6,160 | $144K |
| Breakwater Investment Management | 0.06% | Reduce -13.9% | 6,108 | $143K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -34.0% | 5,933 | $139K |
| Anfield Capital Management, LLC | 0.05% | Reduce -98.3% | 5,602 | $131K |
| Bfsg, LLC | 0.02% | Reduce -10.6% | 5,563 | $130K |
| Tucker Asset Management LLC | 0.04% | Reduce -10.3% | 5,545 | $130K |
| First Pacific Financial | 0.03% | Add +0.2% | 5,504 | $129K |
| Fairway Wealth LLC | 0.05% | Add +46.6% | 5,404 | $127K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +27.4% | 5,343 | $125K |
| Key Financial Inc | 0.03% | Add +4.7% | 5,197 | $122K |
| DecisionPoint Financial, LLC | 0.03% | Add +949.4% | 5,037 | $118K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $117K |
| Johnson Financial Group, Inc. | 0.01% | Add +13.3% | 4,577 | $107K |
| Richards, Merrill & Peterson, Inc. | 0.06% | Add +1.1% | 4,530 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,506 | $106K |
| Hurley Capital, LLC | 0.08% | Reduce -20.8% | 4,492 | $105K |
| Thompson Investment Management, Inc. | 0.02% | No change | 4,488 | $105K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,364 | $102K |
| NBZ Investment Advisors LLC | 0.06% | Reduce -0.7% | 4,360 | $102K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -11.0% | 4,226 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,160 | $97K |
| First Community Trust NA | 0.08% | No change | 4,000 | $94K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $85K |
| GW&K Investment Management, LLC | 0.00% | Add +0.2% | 3,629 | $85K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,550 | $83K |
| Caldwell Trust Co | 0.01% | No change | 3,523 | $83K |
| Clearstead Trust, LLC | 0.02% | No change | 3,483 | $82K |
| CENTRAL TRUST Co | 0.00% | No change | 3,400 | $80K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,333 | $78K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +0.7% | 3,322 | $78K |
| Fairman Group, LLC | 0.07% | Add +0.1% | 2,983 | $77K |
| Morling Financial Advisors, LLC | 0.03% | Add +169.2% | 3,230 | $76K |
| Advantage Trust Co | 0.05% | No change | 3,200 | $75K |
| Raffa Wealth Management, LLC | 0.02% | No change | 3,110 | $73K |
| Greenline Partners, LLC | 0.01% | Reduce -59.8% | 1,249 | $73K |
| Guardian Wealth Management, Inc. | 0.05% | Add +0.0% | 3,024 | $71K |
| N.E.W. Advisory Services LLC | 0.01% | New | 3,000 | $70K |
| Assetmark, Inc. | 0.00% | Add +20.9% | 2,990 | $70K |
| Costello Asset Management, INC | 0.03% | Add +1.4% | 2,947 | $69K |
| Avion Wealth | 0.02% | No change | 2,608 | $67K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.3% | 2,790 | $65K |
| Blue Trust, Inc. | 0.00% | Reduce -82.3% | 2,754 | $65K |
| Cardiff Park Advisors, LLC | 0.01% | Add +10.7% | 2,734 | $64K |
| Promus Capital, LLC | 0.05% | No change | 2,700 | $63K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $62K |
| Pflug Koory, LLC | 0.03% | Reduce -9.8% | 2,648 | $62K |
| UMB Bank, n.a. | 0.00% | No change | 2,600 | $61K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -12.4% | 2,598 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Add +61.6% | 2,589 | $61K |
| Painted Porch Advisors LLC | 0.02% | No change | 2,516 | $59K |
| TFC Financial Management, Inc. | 0.01% | Add +0.0% | 2,512 | $59K |
| Mission Creek Capital Partners, Inc. | 0.01% | Reduce -11.4% | 15,505 | $59K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 2,430 | $57K |
| Aspect Partners, LLC | 0.03% | Add +0.7% | 2,412 | $57K |
| Lindbrook Capital, LLC | 0.01% | Add +2.9% | 2,335 | $55K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $54K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -6.3% | 2,284 | $54K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,248 | $53K |
| Operose Advisors LLC | 0.02% | No change | 2,241 | $53K |
| Contravisory Investment Management, Inc. | 0.01% | Add +27.9% | 2,200 | $52K |
| Synergy Investment Management, LLC | 0.02% | No change | 2,178 | $51K |
| Evolution Advisers, Inc. | 0.03% | No change | 2,156 | $50K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $48K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | — | 2,000 | $47K |
| Montag A & Associates Inc. | 0.00% | No change | 2,000 | $47K |
| Robbins Farley | 0.02% | Add +8.6% | 1,987 | $47K |
| Studio Investment Management LLC | 0.01% | No change | 1,945 | $46K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.1% | 1,922 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -45.4% | 1,886 | $44K |
| St Germain D J Co. Inc. | 0.00% | Add +3800.0% | 1,872 | $44K |
| Versant Capital Management, Inc | 0.01% | No change | 1,833 | $43K |
| Woodside Wealth Management LLC | 0.04% | — | 1,786 | $42K |
| PDS Planning, Inc | 0.00% | Reduce -32.2% | 1,728 | $40K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -0.9% | 1,712 | $40K |
| GeoWealth Management, LLC | 0.00% | Add +7533.3% | 1,603 | $38K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,588 | $37K |
| Wayfinding Financial, LLC | 0.02% | New | 1,596 | $37K |
| Compass Financial Services Inc | 0.02% | New | 1,578 | $37K |
| Integrity Financial Corp | 0.02% | Reduce -37.2% | 1,576 | $37K |
| Motco | 0.00% | No change | 1,523 | $36K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,497 | $35K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,444 | $34K |
| Rothschild Investment LLC | 0.00% | Add +3.0% | 1,358 | $32K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 1,339 | $31K |
| Glassman Wealth Services | 0.01% | No change | 1,300 | $30K |
| Grey Ledge Advisors, LLC | 0.01% | New | 1,273 | $30K |
| Rossby Financial, LCC | 0.01% | New | 1,300 | $30K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,252 | $29K |
| Columbia River Financial Group, LLC | 0.02% | New | 1,270 | $29K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,230 | $29K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 1,129 | $26K |
| Bokf, NA | 0.00% | Add +199.5% | 1,114 | $26K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -23.4% | 1,103 | $26K |
| Barclays PLC | 0.00% | No change | 1,072 | $25K |
| Hamilton Point Investment Advisors, LLC | 0.00% | Reduce -17.7% | 1,064 | $25K |
| Putney Financial Group LLC | 0.03% | No change | 1,016 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | New | 1,002 | $23K |
| Accredited Wealth Management, LLC | 0.02% | No change | 1,002 | $23K |
| Main Street Group, LTD | 0.01% | Add +0.2% | 1,002 | $23K |
| Wagner Wealth Management, LLC | 0.01% | Add +9.8% | 983 | $23K |
| Bellevue Asset Management, LLC | 0.01% | No change | 964 | $23K |
| TD Capital Management LLC | 0.00% | No change | 958 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 998 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 918 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 910 | $21K |
| Islay Capital Management, LLC | 0.01% | No change | 900 | $21K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -94.3% | 884 | $21K |
| ORG Partners LLC | 0.01% | No change | 870 | $20K |
| Franklin Resources Inc. | 0.00% | No change | 840 | $20K |
| Tsfg, LLC | 0.00% | No change | 810 | $19K |
| Crowley Wealth Management, Inc. | 0.02% | No change | 800 | $19K |
| American Capital Advisory, LLC | 0.01% | Reduce -4.8% | 800 | $19K |
| Global Financial Private Client, LLC | 0.01% | No change | 796 | $19K |
| Keystone Financial Group, Inc. | 0.01% | Add +0.3% | 778 | $18K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 764 | $18K |
| Abound Financial, LLC | 0.01% | New | 736 | $17K |
| Archer Investment Corp | 0.00% | Add +0.1% | 728 | $17K |
| Independence Bank of Kentucky | 0.00% | Add +165.0% | 726 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -28.1% | 720 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 688 | $16K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 652 | $15K |
| Dagco, Inc. | 0.00% | New | 642 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 634 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.0% | 633 | $15K |
| First Command Advisory Services, Inc. | 0.00% | No change | 624 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.6% | 608 | $14K |
| First Financial Corp. | 0.01% | No change | 596 | $14K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 562 | $13K |
| Valued Wealth Advisors LLC | 0.01% | Add +198.4% | 558 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.4% | 537 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 532 | $12K |
| Adirondack Trust Co. | 0.00% | No change | 524 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 496 | $12K |
| Dunhill Financial, LLC | 0.00% | New | 430 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $9K |
| GS Investments, Inc. | 0.00% | No change | 400 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -36.9% | 368 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $8K |
| Orion Capital Management LLC | 0.00% | No change | 348 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 338 | $8K |
| Bridge Generations Wealth Management LLC | 0.00% | Add +100.6% | 327 | $8K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 270 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -37.0% | 291 | $7K |
| Brooklyn Investment Group | 0.00% | New | 284 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 280 | $7K |
| NWK Group, Inc. | 0.00% | Reduce -29.1% | 278 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -13.5% | 256 | $6K |
| Hemington Wealth Management | 0.00% | No change | 292 | $6K |
| WASHINGTON TRUST Co | 0.00% | No change | 240 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -80.9% | 220 | $5K |
| CX Institutional | 0.00% | New | 218 | $5K |
| MTM Investment Management, LLC | 0.00% | New | 212 | $5K |
| Compass Wealth Management LLC | 0.00% | New | 212 | $5K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 201 | $5K |
| CNB Bank | 0.00% | No change | 196 | $5K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -94.2% | 192 | $4K |
| Rice Partnership, LLC | 0.00% | No change | 192 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 188 | $4K |
| Albion Financial Group | 0.00% | No change | 181 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 180 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 176 | $4K |
| Hanson & Doremus Investment Management | 0.00% | No change | 184 | $4K |
| FSA Wealth Management LLC | 0.00% | Add +0.6% | 166 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 160 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 152 | $4K |
| City State Bank | 0.00% | No change | 150 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +59.3% | 145 | $3K |
| Ridgewood Investments LLC | 0.00% | Reduce -86.9% | 144 | $3K |
| Crewe Advisors LLC | 0.00% | New | 143 | $3K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -62.8% | 140 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -95.6% | 140 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 126 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -69.1% | 125 | $3K |
| North Capital, Inc. | 0.00% | — | 124 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 116 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 98 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +14.6% | 94 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.1% | 93 | $2K |
| Graney & King, LLC | 0.00% | No change | 76 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 76 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 54 | $1K |
| NFSG Corp | 0.00% | Reduce -74.6% | 52 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 52 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 52 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $1K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -93.4% | 38 | $890 |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $844 |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 36 | $843 |
| Peachtree Investment Partners, LLC | 0.00% | No change | 33 | $775 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 32 | $750 |
| IAG Wealth Partners, LLC | 0.00% | New | 30 | $703 |
| Citadel Advisors | 0.00% | New | 28 | $656 |
| Global Trust Asset Management, LLC | 0.00% | No change | 16 | $375 |
| Legacy Wealth Managment, LLC | 0.00% | New | 12 | $282 |
| Atticus Wealth Management, LLC | 0.00% | No change | 4 | $97 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $94 |
| Balentine LLC | 0.00% | No change | 2 | $47 |
| Simplex Trading, LLC | 0.00% | New | 27 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 19 | $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.