Schwab US Small-Cap ETFSCHAETF
13F holders, Q2 2025 (June 30)1,139holders
82new positions
82sold out
4famous investors
$25.39avg. 13F price*
At the end of Q2 2025, 1,139 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, unchanged from Q1 2025. 82 opened new positions and 82 sold out. The largest holders were Empower Advisory Group, LLC ($846.1M), Bank of America Corp. ($481.2M) and Sei Investments Co. ($391.7M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Small-Cap ETF
- CUSIP
- 808524607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $46.9M |
| Exits | 82 | $51.8M |
All 13F filers, Q1 2025 → Q2 2025: 23,442,626 shares bought and 15,055,646 shares sold, net +8,386,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| Empower Advisory Group, LLC | 2.53% | Add +26.7% | 33,442,998 | $846.1M |
| Bank of America Corp. | 0.04% | Add +5.3% | 19,019,095 | $481.2M |
| Sei Investments Co. | 0.45% | Add +8.0% | 15,481,401 | $391.7M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +7.6% | 5,484,059 | $138.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +21.1% | 4,944,338 | $125.1M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +67.2% | 4,652,197 | $121.3M |
| Creative Planning | 0.10% | Add +3.1% | 4,689,773 | $118.7M |
| Cerity Partners LLC | 0.18% | Reduce -18.7% | 3,890,531 | $98.4M |
| UBS Group AG | 0.02% | Reduce -1.2% | 3,825,354 | $96.8M |
| Advisory Alpha, LLC | 2.90% | Reduce -3.2% | 3,676,968 | $93.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.7% | 2,976,874 | $75.3M |
| HighTower Advisors, LLC | 0.09% | Add +3.9% | 2,888,753 | $73.1M |
| Mariner, LLC | 0.10% | Reduce -3.5% | 2,838,326 | $71.8M |
| LPL Financial LLC | 0.02% | Add +1.9% | 2,425,130 | $61.4M |
| Steele Capital Management, Inc. | 2.77% | Add +40.4% | 2,279,747 | $57.7M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -4.8% | 2,203,032 | $55.7M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 1,912,202 | $48.4M |
| Moneta Group Investment Advisors LLC | 0.58% | Add +26.7% | 1,909,449 | $48.3M |
| Sims Investment Management, LLC | 18.70% | Add +1.5% | 1,838,196 | $46.5M |
| Savant Capital, LLC | 0.29% | Reduce -7.7% | 1,567,810 | $39.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -44.9% | 1,567,085 | $39.6M |
| Betterment LLC | 0.08% | Add +24.5% | 1,551,114 | $39.2M |
| RMG Wealth Management LLC | 5.54% | — | 1,378,321 | $36.0M |
| CoreCap Advisors, LLC | 1.43% | Add +10.1% | 1,401,590 | $35.5M |
| Gemmer Asset Management LLC | 2.94% | Reduce -1.7% | 1,311,482 | $33.2M |
| Focus Partners Wealth | 0.07% | Reduce -1.8% | 1,289,071 | $32.6M |
| Kohmann Bosshard Financial Services, LLC | 3.60% | Add +4.7% | 1,273,785 | $32.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.66% | Reduce -1.7% | 1,222,162 | $30.9M |
| Jones Financial Companies LLLP | 0.02% | Add +23.2% | 1,213,909 | $30.7M |
| Mokosak Advisory Group, LLC | 8.40% | Add +3.5% | 1,173,734 | $29.7M |
| Klingenstein Fields & Co. LP | 1.15% | Reduce -4.5% | 1,144,969 | $29.0M |
| Golden Reserve Retirement LLC | 9.29% | Add +13.1% | 1,144,529 | $28.9M |
| Legacy Wealth Management, LLC | 1.78% | Add +1.8% | 1,129,803 | $28.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -2.4% | 1,109,465 | $28.1M |
| Summit Financial Strategies, Inc. | 2.41% | Reduce -2.6% | 1,030,250 | $26.1M |
| Dynamic Advisor Solutions LLC | 0.78% | Add +6.3% | 1,002,784 | $25.4M |
| Cetera Investment Advisers | 0.04% | Add +9.1% | 997,761 | $25.2M |
| BlueSky Wealth Advisors, LLC | 3.61% | Add +3.6% | 982,950 | $24.9M |
| Captrust Financial Advisors | 0.05% | Add +2.5% | 964,881 | $24.4M |
| Noble Family Wealth, LLC | 5.95% | Add +6.2% | 962,531 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 939,529 | $23.8M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 938,079 | $23.7M |
| ForthRight Wealth Management, LLC | 7.23% | Add +9.2% | 916,117 | $23.2M |
| TruNorth Capital Management, LLC | 4.85% | Add +17.7% | 862,366 | $21.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Add +311.5% | 827,634 | $20.9M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -4.3% | 818,622 | $20.7M |
| Joule Financial, LLC | 6.69% | Add +23.5% | 814,902 | $20.6M |
| Strategic Financial Planning, Inc. | 12.02% | Add +0.2% | 762,757 | $19.3M |
| White & Co Financial Planning Inc | 15.10% | Add +8.5% | 747,217 | $18.9M |
| FIDELIS iM, LLC | 8.27% | Add +0.8% | 734,894 | $18.6M |
| Marshall Financial Group Inc. | 5.52% | Reduce -2.3% | 729,019 | $18.4M |
| Visionary Wealth Advisors | 0.94% | Add +18.1% | 727,304 | $18.4M |
| Old National Bancorp | 0.32% | Add +12.0% | 709,035 | $17.9M |
| Charles Schwab Trust Co | 1.32% | Add +1.3% | 697,105 | $17.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 691,657 | $17.5M |
| Sage Financial Group Inc. | 1.29% | Add +1.4% | 690,750 | $17.5M |
| Johnson Investment Counsel Inc. | 0.16% | Add +3.0% | 682,705 | $17.3M |
| Waterford Advisors, LLC | 6.25% | Reduce -93.6% | 40,803 | $16.9M |
| Chicago Partners Investment Group LLC | 0.48% | Add +7.3% | 623,632 | $16.5M |
| Bangor Savings Bank | 1.42% | Reduce -0.3% | 627,780 | $15.9M |
| Ascension Capital Advisors, Inc. | 6.56% | Add +0.9% | 620,787 | $15.7M |
| Burt Wealth Advisors | 3.48% | Add +0.5% | 601,692 | $15.2M |
| Clearwater Capital Advisors, LLC | 1.39% | Add +6.5% | 600,161 | $15.2M |
| Summit Wealth & Retirement Planning, Inc. | 4.07% | Reduce -2.6% | 599,619 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +6.8% | 597,667 | $15.1M |
| RKL Wealth Management LLC | 1.32% | Reduce -9.4% | 594,508 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.3% | 585,917 | $14.8M |
| Main Street Financial Solutions, LLC | 1.07% | Add +4.9% | 583,102 | $14.8M |
| Tower Research Capital LLC (TRC) | 0.39% | Add +481.6% | 576,440 | $14.6M |
| First National Corp. /Ma/ | 2.94% | Add +5.1% | 575,874 | $14.6M |
| ZynergyRetirementPlanningLLC | 9.62% | Add +6.7% | 566,783 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +76.4% | 555,189 | $14.0M |
| Waverly Advisors, LLC | 0.15% | Reduce -8.2% | 553,255 | $14.0M |
| Matrix Trust Co | 2.17% | Add +1.3% | 539,098 | $13.6M |
| New York Life Investment Management LLC | 0.13% | Add +20.7% | 537,089 | $13.6M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -28.1% | 536,870 | $13.6M |
| Tidal Investments LLC | 0.08% | New | 489,345 | $12.4M |
| HHM Wealth Advisors, LLC | 1.45% | Add +9.9% | 482,914 | $12.2M |
| St. Louis Trust Co | 1.62% | Add +26.9% | 480,606 | $12.2M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -13.1% | 473,626 | $12.0M |
| IMA Advisory Services, Inc. | 1.28% | Add +1.1% | 471,014 | $11.9M |
| MML Investors Services, LLC | 0.03% | Reduce -15.9% | 461,740 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +5.9% | 455,753 | $11.5M |
| North Star Asset Management Inc. | 0.48% | Reduce -1.9% | 447,720 | $11.3M |
| Tiller Private Wealth, Inc. | 4.29% | Reduce -3.3% | 445,992 | $11.3M |
| Appleton Partners Inc. | 0.79% | Reduce -1.6% | 441,378 | $11.2M |
| MAI Capital Management | 0.08% | Reduce -2.6% | 437,763 | $11.1M |
| Focus Financial Network, Inc. | 0.43% | Add +5.2% | 431,489 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -3.8% | 431,299 | $10.9M |
| Alliance Wealth Management Group | 2.73% | Add +10.9% | 423,636 | $10.7M |
| Towercrest Capital Management | 1.91% | Add +10.9% | 423,636 | $10.7M |
| Christensen, King & Associates Investment Services, Inc. | 4.87% | Reduce -1.1% | 420,054 | $10.6M |
| St. Johns Investment Management Company, LLC | 4.86% | Add +3.2% | 418,282 | $10.6M |
| Tradition Wealth Management, LLC | 0.84% | Reduce -3.8% | 416,828 | $10.5M |
| Lutz Financial Services LLC | 0.82% | Add +25.3% | 416,181 | $10.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -6.9% | 407,961 | $10.3M |
| Seneca Financial Advisors LLC | 3.96% | Add +1.9% | 406,343 | $10.3M |
| Merit Financial Group, LLC | 0.11% | Add +188.7% | 394,720 | $10.0M |
| Missouri Trust & Investment Co | 3.25% | Add +0.9% | 393,084 | $9.9M |
| Sightline Wealth Advisors, LLC | 4.74% | Add +2.1% | 388,420 | $9.8M |
| Essex LLC | 1.91% | Add +0.2% | 383,537 | $9.7M |
| American Financial Advisors, LLC | 1.34% | Add +0.8% | 378,799 | $9.6M |
| Courage Miller Partners, LLC | 3.03% | Add +9.0% | 378,178 | $9.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.70% | Add +1.6% | 375,000 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 356,205 | $9.0M |
| Arax Advisory Partners | 0.41% | Add +45.5% | 351,595 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | New | 350,000 | $8.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -3.3% | 344,153 | $8.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -51.2% | 340,847 | $8.6M |
| Curi Capital, LLC | 0.16% | Reduce -11.1% | 337,220 | $8.5M |
| Fort Point Capital Partners LLC | 0.84% | Add +19.3% | 330,358 | $8.4M |
| Midwest Trust Co | 0.12% | — | 329,413 | $8.3M |
| Diversify Wealth Management, LLC | 0.51% | Add +0.6% | 309,945 | $8.2M |
| CW Advisors, LLC | 0.08% | Add +5.0% | 321,415 | $8.1M |
| Athena Investment Management | 4.53% | Reduce -0.0% | 320,575 | $8.1M |
| Patriot Investment Management Group, Inc. | 0.56% | Reduce -0.5% | 317,695 | $8.0M |
| Curbstone Financial Management Corp | 1.65% | Reduce -8.2% | 317,292 | $8.0M |
| Whittier Trust Co. | 0.10% | Add +2.5% | 316,464 | $8.0M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +328.0% | 315,848 | $8.0M |
| Creekside Partners | 3.64% | Add +0.1% | 303,380 | $7.7M |
| Corient Private Wealth LP | 0.01% | Reduce -74.9% | 296,705 | $7.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -14.1% | 295,553 | $7.5M |
| Bouchey Financial Group, Ltd. | 0.62% | Reduce -0.7% | 293,419 | $7.4M |
| Morris Financial Concepts, Inc. | 2.93% | Reduce -1.1% | 291,408 | $7.4M |
| Salem Investment Counselors Inc. | 0.23% | Reduce -8.8% | 290,580 | $7.4M |
| Sunbelt Securities, Inc. | 0.65% | Add +2.1% | 284,197 | $7.3M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Reduce -3.4% | 281,682 | $7.1M |
| Tudor Investment Corporation | 0.05% | Add +1057.8% | 281,391 | $7.1M |
| HB Wealth Management, LLC | 0.06% | Reduce -8.7% | 278,250 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -34.3% | 278,228 | $7.0M |
| Texas Yale Capital Corp. | 0.23% | Add +5.4% | 276,695 | $7.0M |
| Bleakley Financial Group, LLC | 0.17% | Add +9.2% | 272,046 | $6.9M |
| Compass Financial Group, INC | 1.12% | Add +5.8% | 270,734 | $6.8M |
| Integrated Advisors Network LLC | 0.31% | Reduce -1.6% | 266,923 | $6.8M |
| Copperwynd Financial, LLC | 1.65% | Add +8.2% | 261,078 | $6.6M |
| Lido Advisors, LLC | 0.04% | Add +75.6% | 261,078 | $6.6M |
| Black Diamond Financial, LLC | 1.01% | Reduce -4.9% | 257,390 | $6.5M |
| Asset Dedication, LLC | 0.47% | Reduce -1.2% | 256,140 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -74.7% | 255,819 | $6.5M |
| Marquette Asset Management, LLC | 1.08% | No change | 255,541 | $6.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.39% | Add +25.3% | 254,900 | $6.4M |
| Asset Management Group, Inc. | 1.12% | Reduce -5.3% | 254,871 | $6.4M |
| FMR LLC | 0.00% | Reduce -3.3% | 253,178 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 251,771 | $6.4M |
| Friedenthal Financial | 3.46% | Add +6.8% | 249,737 | $6.3M |
| Bell Investment Advisors, Inc | 1.08% | Reduce -3.7% | 248,828 | $6.3M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -10.7% | 248,163 | $6.3M |
| Gill Capital Partners, LLC | 2.02% | Add +1.7% | 247,663 | $6.3M |
| Tortoise Investment Management, LLC | 0.60% | Add +9.2% | 247,141 | $6.3M |
| Orgel Wealth Management, LLC | 0.15% | Add +8.8% | 246,306 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 246,005 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -46.0% | 245,022 | $6.2M |
| Meridian Management Co. | 1.69% | Reduce -44.6% | 240,450 | $6.2M |
| Kavar Capital Partners Group, LLC | 0.89% | Add +4.9% | 244,183 | $6.2M |
| Horizon Financial Services, LLC | 3.26% | Reduce -3.7% | 242,681 | $6.1M |
| Debussy Capital Management LP | 0.91% | Reduce -14.0% | 239,964 | $6.1M |
| BCS Wealth Management | 1.26% | Add +15.4% | 231,865 | $5.9M |
| Mather Group, Llc. | 0.06% | Reduce -5.4% | 231,661 | $5.9M |
| Allworth Financial LP | 0.03% | Reduce -2.2% | 231,612 | $5.9M |
| Brown Wealth Management, LLC | 1.74% | Add +19.0% | 221,188 | $5.6M |
| Victrix Investment Advisors | 2.47% | Reduce -3.2% | 220,297 | $5.6M |
| Bernard Wealth Management Corp. | 2.55% | Reduce -5.3% | 217,150 | $5.5M |
| Arbor Trust Wealth Advisors, LLC | 2.68% | Reduce -12.2% | 216,933 | $5.5M |
| Brand Asset Management Group, Inc. | 2.04% | Reduce -2.2% | 216,428 | $5.5M |
| Meeder Advisory Services, Inc. | 0.28% | Reduce -0.6% | 213,419 | $5.4M |
| Garde Capital, Inc. | 0.29% | Reduce -5.2% | 213,264 | $5.4M |
| Stevens Capital Partners | 1.90% | Add +7.5% | 204,578 | $5.3M |
| Cwm, LLC | 0.02% | Reduce -7.4% | 208,804 | $5.3M |
| Chilton Capital Management LLC | 0.19% | No change | 207,429 | $5.2M |
| Guerra Pan Advisors, LLC | 3.40% | Reduce -8.0% | 203,809 | $5.2M |
| Geneos Wealth Management Inc. | 0.13% | Add +1.1% | 202,829 | $5.1M |
| Plancorp, LLC | 0.18% | Add +323.1% | 202,093 | $5.1M |
| Fifth Third Securities, Inc. | 0.38% | Add +0.9% | 200,471 | $5.1M |
| Lodestar Private Asset Management LLC | 0.58% | Add +26.6% | 200,424 | $5.1M |
| Ausdal Financial Partners, Inc. | 0.34% | Reduce -0.1% | 198,534 | $5.0M |
| Womack Financial LLC | 4.18% | Add +4.7% | 198,387 | $5.0M |
| Riversedge Advisors, LLC | 0.98% | Reduce -32.4% | 198,224 | $5.0M |
| Valley Forge Investment Consultants Inc. Adv | 1.60% | Add +6.3% | 197,647 | $5.0M |
| Cambridge Financial Group, LLC | 1.88% | Reduce -2.6% | 197,599 | $5.0M |
| Councilor Wealth, LLC | 2.32% | Reduce -6.0% | 196,417 | $5.0M |
| Modera Wealth Management, LLC | 0.06% | Reduce -2.4% | 195,324 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 195,239 | $4.9M |
| Mission Wealth Management, LP | 0.11% | Add +46.8% | 192,161 | $4.9M |
| Nikulski Financial, Inc. | 1.33% | Add +6.1% | 191,864 | $4.9M |
| Advisory Services Network, LLC | 0.08% | Add +69.9% | 188,415 | $4.9M |
| Family Legacy Financial Solutions, LLC | 4.08% | — | 190,269 | $4.8M |
| Carolina Wealth Advisors, LLC | 2.37% | Add +0.3% | 189,532 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.6% | 188,522 | $4.8M |
| IFP Advisors, Inc | 0.14% | Add +3.4% | 187,801 | $4.8M |
| Powers Advisory Group, LLC | 2.07% | Add +3.2% | 186,476 | $4.7M |
| Ballast Advisors LLC | 1.39% | Reduce -2.7% | 186,387 | $4.7M |
| James J. Burns & Company, LLC | 0.77% | Add +1.4% | 186,232 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.78% | Reduce -1.7% | 185,560 | $4.7M |
| Evergreen Capital Management LLC | 0.14% | Add +0.1% | 183,783 | $4.6M |
| Compound Planning, Inc. | 0.18% | Reduce -7.7% | 183,484 | $4.6M |
| Cutler Investment Counsel LLC | 0.51% | Add +11.6% | 182,741 | $4.6M |
| Fortis Capital Management LLC | 0.72% | Reduce -1.6% | 182,064 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -36.5% | 180,525 | $4.6M |
| Opus Capital Group, LLC | 0.55% | Add +244.4% | 180,301 | $4.6M |
| Upper Left Wealth Management, LLC | 3.00% | Reduce -3.7% | 177,791 | $4.5M |
| Wilkins Miller Wealth Management, LLC | 3.03% | Reduce -4.8% | 175,775 | $4.4M |
| Capital Analysts, LLC | 0.15% | Add +204.3% | 174,377 | $4.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +28.3% | 171,835 | $4.3M |
| Cornerstone Wealth Group, LLC | 0.32% | Reduce -6.8% | 169,359 | $4.3M |
| Game Plan Financial Advisors, LLC | 1.86% | Reduce -4.1% | 168,014 | $4.3M |
| K2 Financial Inc. | 3.73% | Add +3.2% | 164,965 | $4.2M |
| Anchor Investment Management, LLC | 0.37% | Add +1.9% | 167,046 | $4.2M |
| Chesapeake Wealth Management | 1.41% | Add +1.6% | 166,817 | $4.2M |
| Adams Wealth Management | 0.80% | Add +2.5% | 165,993 | $4.2M |
| CacheTech Inc. | 0.77% | Add +2.5% | 165,993 | $4.2M |
| Values Added Financial LLC | 1.96% | Add +28.1% | 160,034 | $4.0M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -3.1% | 157,258 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.0% | 156,807 | $4.0M |
| Wealthspire Retirement, LLC | 0.26% | Reduce -25.8% | 154,119 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -10.6% | 152,013 | $3.8M |
| Lighthouse Wealth Management Inc. | 3.27% | Reduce -4.4% | 149,392 | $3.8M |
| Certior Financial Group, LLC | 2.90% | Add +13.1% | 149,263 | $3.8M |
| Rinkey Investments | 1.12% | Add +70.8% | 147,477 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -14.0% | 146,149 | $3.7M |
| Embree Financial Group | 0.56% | Reduce -5.3% | 145,858 | $3.7M |
| Leisure Capital Management | 1.39% | Add +2.3% | 145,790 | $3.7M |
| WBH Advisory Inc. | 0.31% | Reduce -10.8% | 145,569 | $3.7M |
| Pittenger & Anderson Inc. | 0.13% | Reduce -1.0% | 144,660 | $3.7M |
| FF Advisors,LLC | 1.89% | Add +1.2% | 144,123 | $3.6M |
| Cahill Financial Advisors Inc. | 0.45% | Reduce -1.1% | 144,045 | $3.6M |
| Wealth Architects, LLC | 0.37% | Reduce -22.9% | 143,570 | $3.6M |
| Gordian Advisors LLC | 2.57% | Reduce -4.7% | 141,882 | $3.6M |
| Global Strategic Investment Solutions, LLC | 0.38% | Reduce -8.4% | 141,621 | $3.6M |
| Asset Allocation Strategies LLC | 0.79% | Add +13.3% | 140,939 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.69% | Add +0.3% | 140,718 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -17.3% | 139,941 | $3.5M |
| Prosperity Consulting Group, LLC | 0.25% | Reduce -6.5% | 137,237 | $3.5M |
| Moneywise, Inc. | 1.62% | Reduce -12.0% | 136,445 | $3.5M |
| Valpey Financial Services, LLC | 2.39% | — | 136,441 | $3.5M |
| Abound Wealth Management | 0.97% | Add +87.4% | 135,752 | $3.4M |
| DHJJ Financial Advisors, Ltd. | 1.24% | Add +3.8% | 135,622 | $3.4M |
| Outfitters Financial LLC | 2.91% | Add +0.8% | 134,951 | $3.4M |
| Diligent Investors, LLC | 0.81% | Reduce -4.7% | 134,442 | $3.4M |
| Newman Dignan & Sheerar, Inc. | 0.77% | Reduce -14.0% | 132,589 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -2.5% | 132,267 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Add +3.9% | 132,206 | $3.3M |
| PrairieView Partners, LLC | 0.32% | Add +3.7% | 130,701 | $3.3M |
| Broadleaf Partners, LLC | 0.73% | Add +8.6% | 130,501 | $3.3M |
| Liberty Capital Management, Inc. | 0.67% | Add +3.6% | 130,351 | $3.3M |
| Creegan & Nassoura Financial Group, LLC | 2.13% | Reduce -0.1% | 129,186 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.66% | Add +0.7% | 127,119 | $3.2M |
| Community Bank, N.A. | 0.42% | Reduce -6.5% | 127,064 | $3.2M |
| Apollon Wealth Management, LLC | 0.06% | Add +2.8% | 126,148 | $3.2M |
| Valley National Advisers Inc. | 0.52% | Reduce -13.6% | 126,124 | $3.2M |
| AQR Capital Management | 0.00% | Add +14.3% | 125,548 | $3.2M |
| Patten & Patten Inc. | 0.21% | Reduce -2.5% | 125,314 | $3.2M |
| Gleason Group, Inc. | 0.34% | Add +12.3% | 124,698 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +0.0% | 124,597 | $3.2M |
| Frisco Financial Planning LLC | 2.84% | Add +4.6% | 123,613 | $3.1M |
| First International Bank & Trust | 1.08% | Reduce -28.5% | 122,760 | $3.1M |
| Destination Wealth Management | 0.09% | Reduce -3.5% | 121,574 | $3.1M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.9% | 121,548 | $3.1M |
| Tradewinds Capital Management, LLC | 0.77% | Add +8.9% | 120,375 | $3.0M |
| Sensible Money, LLC | 1.14% | Add +0.1% | 118,912 | $3.0M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Add +35.8% | 118,330 | $3.0M |
| Next Capital Management LLC | 1.10% | Reduce -1.1% | 117,399 | $3.0M |
| AlphaCore Capital LLC | 0.11% | Add +261.4% | 116,848 | $3.0M |
| Phillips Financial Management, LLC | 0.21% | Add +2.2% | 116,583 | $2.9M |
| Paces Ferry Wealth Advisors, LLC | 1.34% | Reduce -3.4% | 115,607 | $2.9M |
| Winthrop Capital Management, LLC | 0.74% | Reduce -3.8% | 115,261 | $2.9M |
| Elser Financial Planning, Inc | 3.62% | Reduce -0.3% | 114,815 | $2.9M |
| Triangle Securities Wealth Management | 0.71% | Add +10.0% | 114,768 | $2.9M |
| Vision Capital Management, Inc. | 0.38% | Reduce -0.5% | 114,052 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -2.9% | 111,184 | $2.8M |
| Leavell Investment Management, Inc. | 0.13% | Add +2.3% | 110,309 | $2.8M |
| Boltwood Capital Management | 0.79% | Add +15.0% | 110,065 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.4% | 109,948 | $2.8M |
| Arcataur Capital Management LLC | 0.87% | Reduce -0.1% | 109,881 | $2.8M |
| Family Firm, Inc. | 0.67% | Add +0.4% | 109,874 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.8% | 108,885 | $2.8M |
| Element Wealth, LLC | 1.27% | Reduce -2.2% | 108,699 | $2.8M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -11.0% | 108,502 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +33.9% | 108,377 | $2.7M |
| United Advisor Group, LLC | 0.47% | Add +94.5% | 107,648 | $2.7M |
| Harbor Group, Inc. | 0.48% | Reduce -3.4% | 107,250 | $2.7M |
| NBT Bank, N.A. | 0.19% | Reduce -2.8% | 106,856 | $2.7M |
| WealthShield Partners, LLC | 0.32% | Reduce -1.0% | 106,246 | $2.7M |
| Bank of Montreal | 0.00% | Add +4.2% | 105,931 | $2.7M |
| Csenge Advisory Group | 0.14% | Add +9.4% | 109,984 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.47% | Add +1.0% | 104,383 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.14% | Add +5.9% | 104,271 | $2.6M |
| Lee Financial Co | 0.38% | Add +3.6% | 103,678 | $2.6M |
| ProVise Management Group, LLC | 0.21% | Reduce -14.3% | 102,837 | $2.6M |
| HC Advisors, LLC | 1.83% | Reduce -0.1% | 102,148 | $2.6M |
| Smith Thornton Advisors LLC | 1.48% | Add +2.1% | 101,946 | $2.6M |
| FSM Wealth Advisors, LLC | 0.42% | Add +86.3% | 100,197 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +420.1% | 101,411 | $2.6M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -1.8% | 99,876 | $2.5M |
| Larson Financial Group LLC | 0.10% | Reduce -3.9% | 99,830 | $2.5M |
| Foster Group, Inc. | 0.09% | Add +2.8% | 99,598 | $2.5M |
| Sunburst Financial Group, LLC | 0.56% | Reduce -0.9% | 99,569 | $2.5M |
| Citizens Financial Group Inc. | 0.04% | Add +0.2% | 99,147 | $2.5M |
| Summit Financial, LLC | 0.06% | Add +41.1% | 97,822 | $2.5M |
| Jackson Creek Investment Advisors LLC | 0.67% | Add +2.5% | 97,781 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.27% | Reduce -2.5% | 97,347 | $2.5M |
| C M Bidwell & Associates Ltd. | 1.27% | Add +5.1% | 96,707 | $2.4M |
| Investors Research Corp | 0.47% | Reduce -0.4% | 95,297 | $2.4M |
| 1834 Investment Advisors Co. | 0.30% | Add +0.1% | 94,480 | $2.4M |
| Ironwood Wealth Management, LLC. | 0.86% | Add +72.7% | 93,624 | $2.4M |
| Northeast Financial Group, Inc. | 0.74% | Reduce -26.4% | 92,257 | $2.3M |
| Guardian Financial Partners, LLC | 1.05% | Add +11.6% | 92,061 | $2.3M |
| Accelerate Investment Advisors LLC | 1.73% | Add +6.7% | 91,941 | $2.3M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -17.7% | 91,844 | $2.3M |
| MADDEN SECURITIES Corp | 0.79% | Add +0.6% | 91,831 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -96.2% | 91,826 | $2.3M |
| Berkshire Asset Management LLC | 0.10% | Reduce -4.0% | 91,171 | $2.3M |
| Murphy & Mullick Capital Management Corp | 1.86% | Reduce -0.5% | 88,943 | $2.3M |
| Eagle Harbor Asset Management Inc. | 2.20% | Reduce -2.6% | 90,159 | $2.3M |
| Code Waechter LLC | 1.62% | Reduce -5.9% | 90,079 | $2.3M |
| Centerpoint Advisors, LLC | 0.77% | No change | 90,000 | $2.3M |
| McAdam, LLC | 0.12% | Add +4.7% | 89,719 | $2.3M |
| GTS Securities LLC | 0.10% | New | 89,284 | $2.3M |
| L.K. Benson & Company, P.C. | 1.38% | Add +0.1% | 89,064 | $2.3M |
| Revolve Wealth Partners, LLC | 0.29% | Reduce -9.8% | 88,818 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +22.6% | 88,769 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.91% | Reduce -6.5% | 87,844 | $2.2M |
| Breed's Hill Capital LLC | 1.07% | No change | 87,742 | $2.2M |
| Flow Traders U.S. LLC | 0.08% | New | 86,711 | $2.2M |
| Vise Technologies, Inc. | 0.09% | — | 86,087 | $2.2M |
| Juncture Wealth Strategies, LLC | 0.77% | Reduce -40.5% | 85,408 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +5.4% | 85,403 | $2.2M |
| Consilium Wealth Advisory, LLC | 0.91% | Reduce -29.5% | 85,362 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -16.6% | 85,051 | $2.2M |
| Independent Solutions Wealth Management, LLC | 0.41% | Add +6.7% | 83,441 | $2.1M |
| Denver PWM, LLC | 0.64% | Reduce -2.8% | 81,392 | $2.1M |
| Bluestem Financial Advisors, LLC | 0.88% | Add +329.7% | 81,074 | $2.1M |
| EWG Elevate Inc. | 0.63% | Add +8.2% | 81,031 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +8.5% | 80,801 | $2.0M |
| Von Berge Wealth Management Group, LLC | 1.15% | Reduce -0.1% | 77,875 | $2.0M |
| Comerica Bank | 0.01% | Reduce -7.4% | 80,524 | $2.0M |
| Firestone Capital Management | 0.48% | Reduce -8.6% | 80,196 | $2.0M |
| Aspen Investment Management Inc | 0.85% | Add +3.5% | 79,769 | $2.0M |
| American Investment Services, Inc. | 0.51% | Add +1.4% | 79,232 | $2.0M |
| Wealth Group Ltd | 0.51% | Reduce -1.2% | 79,017 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -22.3% | 78,560 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +27.6% | 77,855 | $2.0M |
| Citadel Advisors | 0.00% | Add +277842.9% | 77,824 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -64.8% | 77,734 | $2.0M |
| Everhart Financial Group, Inc. | 0.23% | Reduce -2.2% | 77,693 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.6% | 77,644 | $2.0M |
| Columbus Macro, LLC | 0.24% | Add +12.6% | 77,415 | $2.0M |
| Sage Financial Management Group, Inc. | 0.68% | Reduce -8.0% | 77,293 | $2.0M |
| Compass Advisory Group LLC | 0.61% | Add +18.9% | 76,396 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.6% | 75,786 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -0.8% | 74,956 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -40.5% | 74,438 | $1.9M |
| Whelan Financial | 0.66% | Reduce -0.3% | 72,648 | $1.8M |
| LVW Advisors, LLC | 0.21% | Reduce -24.4% | 72,640 | $1.8M |
| Moller Wealth Partners | 0.40% | Reduce -4.1% | 72,068 | $1.8M |
| JFS Wealth Advisors, LLC | 0.12% | Add +1.6% | 71,674 | $1.8M |
| Venture Visionary Partners LLC | 0.07% | Add +1.0% | 71,510 | $1.8M |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -38.6% | 71,225 | $1.8M |
| SWS Partners | 0.48% | Add +2.4% | 71,014 | $1.8M |
| Savvy Advisors, Inc. | 0.12% | Add +6.4% | 70,851 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.8% | 69,085 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -10.5% | 68,991 | $1.7M |
| Bailard, Inc. | 0.04% | Reduce -4.4% | 68,694 | $1.7M |
| Cynosure Group, LLC | 0.20% | Add +42.4% | 68,651 | $1.7M |
| CRA Financial Services, LLC | 0.26% | Add +1.4% | 67,948 | $1.7M |
| World Investment Advisors | 0.04% | Add +135.3% | 67,618 | $1.7M |
| Allen Capital Group, LLC | 0.18% | Add +0.9% | 67,306 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +15.7% | 66,994 | $1.7M |
| Capital Insight Partners, LLC | 0.29% | Reduce -41.1% | 66,967 | $1.7M |
| Advisor OS, LLC | 0.17% | Add +28.2% | 66,620 | $1.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | Add +8.2% | 66,277 | $1.7M |
| Panoramic Investment Advisors, LLC | 1.02% | Add +11.6% | 65,833 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.7% | 65,242 | $1.7M |
| Madison Park Capital Advisors, LLC | 1.38% | Reduce -1.4% | 64,890 | $1.6M |
| LTG Capital LLC | 1.40% | Add +1.3% | 64,885 | $1.6M |
| VSM Wealth Advisory, LLC | 0.54% | Reduce -7.5% | 64,794 | $1.6M |
| Bensler, LLC | 0.18% | Reduce -19.6% | 64,644 | $1.6M |
| Vista Capital Partners, Inc. | 0.18% | Add +323.0% | 64,574 | $1.6M |
| Oakwell Private Wealth Management, LLC | 0.37% | Add +0.3% | 64,253 | $1.6M |
| Kelman-Lazarov, Inc. | 0.26% | Add +278.6% | 63,901 | $1.6M |
| Warwick Investment Management, Inc. | 0.31% | Add +20.7% | 63,775 | $1.6M |
| Exchange Capital Management, Inc. | 0.24% | Reduce -11.4% | 63,477 | $1.6M |
| Financial Advisors, LLC | 0.30% | Add +0.0% | 62,833 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.28% | Add +4.1% | 62,240 | $1.6M |
| Duncker Streett & Co. Inc. | 0.29% | Reduce -8.1% | 62,047 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -7.4% | 61,768 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +2.6% | 61,349 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +12.3% | 61,085 | $1.5M |
| Oldfather Financial Services, LLC | 0.53% | Add +36.8% | 60,966 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +0.2% | 59,973 | $1.5M |
| Arcadia Investment Advisors LLC | 0.78% | Reduce -0.9% | 59,777 | $1.5M |
| Greenhouse Wealth Management, LLC | 0.97% | Add +4.4% | 59,455 | $1.5M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +174.7% | 58,701 | $1.5M |
| Tenret Co LLC | 0.81% | New | 58,580 | $1.5M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -0.9% | 57,608 | $1.5M |
| BNC Wealth Management, LLC | 0.43% | Reduce -7.4% | 57,125 | $1.4M |
| Brighton Jones LLC | 0.04% | Add +6.7% | 56,873 | $1.4M |
| Envision Financial LLC | 0.95% | Reduce -1.1% | 56,138 | $1.4M |
| Milestone Investment Advisors LLC | 0.37% | Reduce -13.2% | 55,772 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +2.0% | 55,290 | $1.4M |
| Cape Investment Advisory, Inc. | 0.51% | Reduce -1.1% | 55,146 | $1.4M |
| ARK & TLK Investments, LLC | 0.45% | No change | 55,000 | $1.4M |
| Krilogy Financial LLC | 0.08% | Reduce -12.0% | 54,933 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 54,830 | $1.4M |
| Nestegg Advisors, Inc. | 1.32% | Reduce -0.6% | 54,385 | $1.4M |
| Naples Global Advisors, LLC | 0.12% | Add +5.4% | 54,336 | $1.4M |
| Cambridge Advisors Inc. | 0.29% | Reduce -2.0% | 54,295 | $1.4M |
| Mendel Capital Management LLC | 0.78% | Reduce -5.4% | 53,884 | $1.4M |
| Passive Capital Management, LLC. | 0.42% | Reduce -0.4% | 53,301 | $1.4M |
| Summit Place Financial Advisors, LLC | 0.68% | Reduce -0.1% | 53,675 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +181.6% | 63,455 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -20.9% | 53,170 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.31% | Add +10.1% | 53,160 | $1.3M |
| Bravias Capital Group, LLC | 0.99% | Add +3.5% | 53,065 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +9.5% | 52,976 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +274.2% | 52,636 | $1.3M |
| Climber Capital SA | 0.85% | No change | 55,574 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 51,418 | $1.3M |
| Seek First Inc. | 1.05% | Reduce -1.6% | 51,396 | $1.3M |
| Blossom Wealth Management | 2.30% | Add +4.7% | 51,388 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.51% | Reduce -2.9% | 50,874 | $1.3M |
| OneAscent Financial Services LLC | 0.09% | Add +9.4% | 50,812 | $1.3M |
| North Forty Two & Co. | 1.37% | Add +1.9% | 50,777 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 50,678 | $1.3M |
| Armor Investment Advisors, LLC | 0.48% | Reduce -4.5% | 50,404 | $1.3M |
| IFS Advisors, LLC | 0.96% | Reduce -80.3% | 50,356 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.63% | Reduce -0.0% | 50,352 | $1.3M |
| Choreo, LLC | 0.02% | Add +118.6% | 49,756 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 49,729 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.9% | 49,698 | $1.3M |
| West Paces Advisors Inc. | 0.27% | Reduce -0.5% | 49,528 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.76% | Add +3.1% | 49,320 | $1.2M |
| MilWealth Group LLC | 0.32% | Add +13.0% | 49,198 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +1.8% | 49,078 | $1.2M |
| Milestone Asset Management Group, LLC | 0.92% | Add +0.2% | 49,027 | $1.2M |
| Aspen Grove Capital, LLC | 0.21% | Reduce -22.2% | 48,914 | $1.2M |
| BCK Partners, Inc. | 0.72% | Reduce -0.7% | 48,640 | $1.2M |
| Custos Family Office, LLC | 0.39% | No change | 48,640 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +121.5% | 48,568 | $1.2M |
| Intellus Advisors LLC | 0.18% | Add +2.8% | 48,232 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.18% | Reduce -2.8% | 48,002 | $1.2M |
| Fonville Wealth Management LLC | 0.31% | Reduce -1.8% | 47,955 | $1.2M |
| Fulton Breakefield Broenniman LLC | 0.08% | Reduce -1.6% | 47,945 | $1.2M |
| XY Planning Network, Inc. | 0.41% | New | 47,856 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -0.9% | 47,817 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -5.1% | 46,681 | $1.2M |
| Laraway Financial Advisors Inc | 0.89% | Reduce -2.7% | 46,628 | $1.2M |
| Planned Solutions, Inc. | 0.45% | Reduce -17.3% | 46,536 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +0.0% | 46,003 | $1.2M |
| Great Waters Wealth Management | 0.15% | Reduce -4.8% | 45,763 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +37.6% | 45,501 | $1.2M |
| Joseph Group Capital Management | 0.39% | Reduce -1.1% | 45,332 | $1.1M |
| TPG Advisors LLC | 0.83% | Reduce -1.8% | 45,261 | $1.1M |
| Rede Wealth, LLC | 0.41% | Add +2.0% | 44,749 | $1.1M |
| Westmount Partners, LLC | 0.31% | Add +0.2% | 44,570 | $1.1M |
| Ironwood Financial, llc | 0.24% | No change | 48,071 | $1.1M |
| Midwestern Financial, LLC | 1.06% | — | 44,517 | $1.1M |
| Silverlake Wealth Management LLC | 0.33% | New | 44,290 | $1.1M |
| Omega Financial Group, LLC | 0.40% | Reduce -1.4% | 44,045 | $1.1M |
| Wisconsin Capital Management LLC | 0.61% | No change | 44,000 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.18% | Add +3.4% | 43,871 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -5.2% | 43,843 | $1.1M |
| Wedmont Private Capital | 0.05% | Add +10.0% | 42,316 | $1.1M |
| Gradient Capital Advisors, LLC | 0.33% | Add +8.4% | 43,502 | $1.1M |
| Paulson Wealth Management Inc. | 0.28% | Reduce -0.5% | 43,102 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.5% | 43,037 | $1.1M |
| Nicollet Investment Management, Inc. | 0.36% | Reduce -3.3% | 42,981 | $1.1M |
| Bogart Wealth, LLC | 0.05% | Add +5.3% | 42,870 | $1.1M |
| Archer Investment Management, LLC | 0.79% | Reduce -28.3% | 42,746 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Reduce -13.1% | 42,601 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +10.5% | 42,120 | $1.1M |
| Claro Advisors Inc. | 0.18% | Add +0.6% | 42,119 | $1.1M |
| Phil A. Younker & Associates, Ltd. | 1.05% | No change | 41,902 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.59% | No change | 44,843 | $1.1M |
| Virtue Capital Management, LLC | 0.19% | Add +6.6% | 41,407 | $1.0M |
| Econ Financial Services Corp | 0.54% | Add +3.3% | 41,398 | $1.0M |
| Wilson & Boucher Capital Management, LLC | 0.73% | Reduce -0.9% | 41,327 | $1.0M |
| Nwam LLC | 0.06% | Add +19.6% | 40,260 | $1.0M |
| Collective Family Office LLC | 0.27% | Add +1.1% | 40,824 | $1.0M |
| Wiser Advisor Group LLC | 1.79% | Add +0.1% | 40,770 | $1.0M |
| Smithbridge Asset Management Inc. | 0.18% | Reduce -61.4% | 40,645 | $1.0M |
| Ifrah Financial Services, Inc. | 0.28% | Reduce -0.4% | 40,453 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.11% | Add +295.5% | 40,190 | $1.0M |
| Summit Asset Management, LLC | 0.17% | Add +1.7% | 40,119 | $1.0M |
| Donaldson Capital Management, LLC | 0.04% | Add +6.2% | 40,005 | $1.0M |
| Hurlow Wealth Management Group, Inc. | 0.28% | Reduce -43.0% | 39,442 | $998K |
| NorthRock Partners, LLC | 0.03% | Reduce -4.1% | 38,915 | $985K |
| Souders Financial Advisors | 0.12% | Reduce -42.0% | 38,738 | $980K |
| Mengis Capital Management, Inc. | 0.21% | Reduce -1.2% | 38,555 | $975K |
| Cozad Asset Management Inc. | 0.08% | No change | 38,007 | $962K |
| Bristlecone Advisors, LLC | 0.08% | Reduce -4.3% | 37,960 | $960K |
| Elevation Wealth Partners, LLC | 0.38% | Add +1.8% | 37,915 | $959K |
| MBL Wealth, LLC | 0.09% | No change | 37,700 | $954K |
| Coastwise Capital Group, LLC | 0.76% | Add +5.1% | 37,669 | $953K |
| Tempus Wealth Planning, LLC | 0.24% | Add +6.9% | 37,587 | $951K |
| Red Tortoise LLC | 0.46% | Reduce -1.1% | 37,544 | $950K |
| Sculati Wealth Management, LLC | 0.36% | Reduce -10.9% | 37,457 | $948K |
| Capital Squared Financial LLC | 1.10% | — | 37,348 | $945K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -55.2% | 37,329 | $944K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.8% | 37,178 | $941K |
| Myecfo, LLC | 0.46% | Reduce -2.6% | 37,131 | $939K |
| Harbour Investments, Inc. | 0.02% | Add +3.2% | 36,709 | $938K |
| Eley Financial Management, Inc | 0.36% | Reduce -3.5% | 37,049 | $937K |
| StoneX Group Inc. | 0.05% | Add +8.6% | 36,873 | $933K |
| Northern Trust Corp. | 0.00% | Add +61.5% | 36,823 | $932K |
| Market Street Wealth Management Advisors LLC | 0.15% | No change | 36,703 | $929K |
| S.A. Mason LLC | 0.45% | Add +0.9% | 36,349 | $920K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 35,600 | $901K |
| Roberts Wealth Advisors, LLC | 0.26% | Reduce -1.7% | 35,559 | $900K |
| Tiaa Trust, National Association | 0.00% | Add +25.0% | 35,488 | $898K |
| Sigma Investment Counselors Inc. | 0.05% | Add +88.6% | 35,478 | $898K |
| Grantvest Financial Group LLC | 0.66% | Add +6.9% | 35,315 | $893K |
| Finer Wealth Management, Inc. | 0.48% | Reduce -10.3% | 35,231 | $891K |
| Park Avenue Securities LLC | 0.01% | Add +17.0% | 35,168 | $890K |
| Stark Wealth Management LLC | 1.27% | New | 40,194 | $890K |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | Reduce -10.6% | 35,068 | $887K |
| Crescent Sterling, Ltd. | 0.98% | Reduce -16.4% | 34,536 | $874K |
| Spinnaker Investment Group, LLC | 0.21% | Reduce -39.4% | 34,525 | $873K |
| Clear Point Advisors Inc. | 0.74% | Reduce -3.7% | 34,510 | $873K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.3% | 34,285 | $867K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -0.2% | 34,210 | $866K |
| Centaurus Financial, Inc. | 0.05% | Add +62.0% | 34,153 | $864K |
| Atria Investments, Inc | 0.01% | Reduce -77.8% | 34,120 | $863K |
| Parsons Capital Management Inc. | 0.05% | Reduce -4.0% | 34,094 | $863K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.34% | Add +0.6% | 34,024 | $861K |
| TD Private Client Wealth LLC | 0.02% | Add +341.8% | 33,853 | $856K |
| Roundview Capital LLC | 0.06% | Reduce -7.5% | 33,828 | $856K |
| Brown Brothers Harriman & Co. | 0.01% | New | 33,784 | $855K |
| SouthState Bank Corp | 0.04% | Reduce -26.0% | 33,585 | $850K |
| Clearview Wealth Advisors LLC | 0.59% | Add +3.7% | 33,432 | $846K |
| Hilltop Partners LLC | 0.26% | Reduce -5.1% | 33,342 | $844K |
| Oarsman Capital, Inc. | 0.13% | Reduce -10.2% | 33,341 | $844K |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 33,289 | $842K |
| Strategic Equity Management | 0.31% | Reduce -19.7% | 32,861 | $831K |
| Diversified Enterprises, LLC | 0.06% | Add +17.9% | 32,712 | $828K |
| YHB Investment Advisors, Inc. | 0.06% | Add +7.3% | 32,449 | $821K |
| Family Investment Center, Inc. | 0.19% | Reduce -12.9% | 32,408 | $820K |
| Twele Capital Management, Inc. | 0.16% | Add +2.7% | 31,989 | $809K |
| Strategic Investment Solutions, Inc. | 0.24% | Reduce -0.4% | 31,947 | $808K |
| Paradigm, Strategies in Wealth Management, LLC | 0.52% | Reduce -1.5% | 31,602 | $800K |
| BLB&B Advisors, LLC | 0.04% | Reduce -5.3% | 31,501 | $797K |
| Atlas Capital Advisors Inc. | 0.10% | Add +1724.0% | 31,227 | $790K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 31,122 | $787K |
| Enclave Advisors LLC | 0.13% | Reduce -18.4% | 31,108 | $787K |
| Long Island Wealth Management, Inc. | 0.41% | Add +15.3% | 31,044 | $785K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | New | 31,021 | $785K |
| Elm Partners Management LLC | 0.05% | Reduce -64.7% | 30,957 | $783K |
| BankPlus Wealth Management LLC | 0.52% | Reduce -22.8% | 30,880 | $781K |
| Baird Financial Group, Inc. | 0.00% | Add +25.2% | 30,671 | $776K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -35.3% | 30,637 | $775K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -1.7% | 30,017 | $772K |
| Howe & Rusling Inc. | 0.06% | Add +33.7% | 30,480 | $771K |
| CWA Asset Management Group, LLC | 0.03% | Add +0.7% | 30,439 | $770K |
| HRT Financial LP | 0.00% | New | 29,985 | $758K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -9.9% | 29,889 | $756K |
| AE Wealth Management LLC | 0.01% | Add +33.0% | 29,618 | $749K |
| Brookstone Capital Management | 0.01% | Add +82.3% | 29,465 | $745K |
| LifePlan Financial, LLC | 0.61% | Add +0.1% | 29,009 | $734K |
| Hengehold Capital Management LLC | 0.07% | Reduce -18.3% | 28,895 | $731K |
| CVA Family Office, LLC | 0.10% | Add +7.0% | 28,853 | $730K |
| Warner Financial, Inc. | 0.30% | Add +5.3% | 28,732 | $727K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 28,570 | $723K |
| Asset Planning Services Inc. /La/ | 0.33% | Reduce -6.3% | 28,425 | $719K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Reduce -4.1% | 27,604 | $719K |
| FAS Wealth Partners, Inc. | 0.05% | Add +21.9% | 28,361 | $718K |
| West Oak Capital, LLC | 0.36% | Add +0.4% | 28,245 | $715K |
| Blue Sky Capital Consultants Group, Inc. | 0.36% | Reduce -4.4% | 27,781 | $703K |
| Brass Tax Wealth Management, Inc. | 0.13% | Add +13.8% | 27,567 | $697K |
| Essential Partners LLC | 0.28% | — | 27,564 | $697K |
| American Trust | 0.07% | New | 27,507 | $696K |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 26,895 | $680K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -2.3% | 26,796 | $678K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -60.0% | 26,764 | $677K |
| Voisard Asset Management Group, Inc. | 0.17% | Reduce -1.6% | 26,749 | $677K |
| Yoffe Investment Management, LLC | 0.92% | Add +0.0% | 26,537 | $671K |
| Facet Wealth, Inc. | 0.02% | Add +2.4% | 25,739 | $663K |
| Level Four Advisory Services, LLC | 0.02% | Add +19.3% | 26,163 | $662K |
| Aspire Capital Advisors LLC | 0.18% | Reduce -4.9% | 26,006 | $658K |
| Madden Advisory Services, Inc. | 0.28% | Add +0.6% | 25,976 | $657K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +20.4% | 25,949 | $657K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.8% | 25,851 | $654K |
| Davidson Trust Co. | 0.30% | No change | 25,588 | $647K |
| Evoke Wealth, LLC | 0.02% | No change | 25,557 | $647K |
| Luminvest Wealth Management LLC | 0.23% | Reduce -2.0% | 25,544 | $646K |
| Wooster Corthell Wealth Management, Inc. | 0.12% | Reduce -3.8% | 25,426 | $643K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.7% | 24,375 | $642K |
| Holderness Investments Co. | 0.14% | Reduce -4.0% | 25,080 | $635K |
| Burkett Financial Services, LLC | 0.23% | Reduce -3.6% | 25,057 | $634K |
| Integral Investment Advisors, Inc. | 0.18% | Add +0.1% | 24,576 | $622K |
| Hendershot Investments Inc. | 0.08% | Add +3.9% | 24,575 | $622K |
| Pegasus Asset Management, Inc. | 0.21% | No change | 24,502 | $620K |
| Money Concepts Capital Corp. | 0.04% | Add +6.7% | 24,497 | $620K |
| Brucke Financial, Inc. | 0.43% | Add +3.4% | 24,468 | $619K |
| Nautilus Advisors LLC | 0.45% | Add +0.4% | 24,458 | $619K |
| Acropolis Investment Management, LLC | 0.03% | No change | 24,396 | $617K |
| Carret Asset Management, LLC | 0.07% | Reduce -2.4% | 24,386 | $617K |
| WP Advisors, LLC | 0.17% | Add +0.3% | 24,087 | $609K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +3.7% | 24,039 | $608K |
| Altfest L J & Co. Inc. | 0.07% | Add +7.7% | 23,888 | $604K |
| Forte Capital LLC | 0.06% | Add +4.3% | 23,768 | $601K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -3.6% | 23,745 | $601K |
| Pacific Sun Financial Corp | 0.31% | Reduce -4.7% | 23,673 | $599K |
| Northwest Capital Management Inc | 0.32% | Reduce -52.1% | 23,589 | $597K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.21% | Add +23.1% | 23,431 | $593K |
| Weaver Capital Management LLC | 0.14% | No change | 23,276 | $589K |
| &partners | 0.00% | Reduce -16.9% | 22,969 | $581K |
| CAP Partners, LLC | 0.37% | Reduce -11.4% | 22,962 | $581K |
| Legacy Bridge, LLC | 0.28% | No change | 22,960 | $581K |
| Glenmede Investment Management, LP | 0.00% | — | 22,854 | $578K |
| Clear Investment Research, LLC | 0.73% | Reduce -1.9% | 22,798 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.5% | 22,771 | $576K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.7% | 21,563 | $569K |
| Fiduciary Alliance LLC | 0.04% | Add +29.6% | 22,439 | $568K |
| Bluespring Wealth Management, LLC | 0.05% | Add +0.5% | 22,261 | $563K |
| Acas, LLC | 0.37% | Reduce -1.2% | 20,638 | $556K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 21,930 | $555K |
| Zhang Financial LLC | 0.03% | Reduce -6.8% | 21,809 | $552K |
| Creative Financial Designs Inc. | 0.04% | Add +6.3% | 21,718 | $549K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -39.4% | 21,637 | $547K |
| Bigelow Investment Advisors, LLC | 0.24% | Reduce -0.0% | 21,503 | $544K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +0.1% | 21,486 | $544K |
| Sovereign Financial Group, Inc. | 0.11% | Add +21.8% | 21,148 | $535K |
| Ellevest, Inc. | 0.09% | Add +20.8% | 21,112 | $534K |
| Capital Management Associates, Inc | 0.17% | Reduce -49.8% | 21,108 | $534K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -0.7% | 21,062 | $533K |
| Evermay Wealth Management LLC | 0.07% | Reduce -21.2% | 21,012 | $532K |
| Cornerstone Wealth Advisors, Inc. | 0.14% | Add +5.7% | 20,890 | $529K |
| PFG Investments, LLC | 0.03% | Add +22.8% | 20,877 | $528K |
| Tactive Advisors, LLC | 0.17% | — | 20,854 | $528K |
| Jacobi Capital Management LLC | 0.03% | Reduce -23.0% | 20,774 | $526K |
| Cooksen Wealth, LLC | 0.42% | Add +54.4% | 20,630 | $522K |
| Everstar Asset Management, LLC | 0.32% | Reduce -10.2% | 20,629 | $522K |
| Stone Summit Wealth LLC | 0.16% | Add +32.1% | 20,529 | $519K |
| Principal Securities, Inc. | 0.01% | Add +5.9% | 20,451 | $517K |
| Pacific Sage Partners, LLC | 0.10% | Reduce -0.4% | 20,428 | $517K |
| Condor Capital Management | 0.04% | Reduce -1.3% | 20,417 | $517K |
| William Mack & Associates, Inc. | 0.32% | Add +0.3% | 20,213 | $511K |
| Sage Rhino Capital LLC | 0.11% | Add +0.1% | 20,158 | $510K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 20,131 | $509K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Reduce -1.4% | 20,057 | $507K |
| Aire Advisors, LLC | 0.10% | No change | 20,000 | $506K |
| Fermata Advisors, LLC | 0.13% | Add +1.6% | 19,836 | $502K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 19,766 | $500K |
| CWC Advisors, LLC. | 0.26% | Reduce -0.3% | 19,626 | $497K |
| Lynx Investment Advisory | 0.32% | Add +9.7% | 19,614 | $496K |
| Petra Financial Advisors Inc. | 0.31% | Add +14.4% | 19,408 | $491K |
| Mainstay Capital Management LLC | 0.02% | Add +94.5% | 19,388 | $491K |
| Tiemann Investment Advisors, LLC | 0.20% | Reduce -0.8% | 19,332 | $489K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.0% | 19,288 | $488K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -18.6% | 19,275 | $488K |
| BlackRock, Inc. | 0.00% | Add +33.4% | 19,245 | $487K |
| Revisor Wealth Management LLC | 0.17% | Add +1.5% | 18,481 | $485K |
| Stewardship Advisors, LLC | 0.12% | Add +6.9% | 19,135 | $484K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -12.1% | 19,025 | $481K |
| Curtis Advisory Group, LLC | 0.12% | Add +7.5% | 18,965 | $480K |
| Two Sigma Securities, LLC | 0.06% | Reduce -14.7% | 18,943 | $479K |
| Leverty Financial Group, LLC | 0.14% | Reduce -42.9% | 18,844 | $477K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.8% | 18,804 | $476K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -5.9% | 18,718 | $474K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -2.9% | 18,665 | $472K |
| Berkeley, Inc | 0.17% | Reduce -0.8% | 18,559 | $470K |
| Fortitude Advisory Group L.L.C. | 0.27% | Add +3.4% | 18,493 | $468K |
| Addison Capital Co | 0.16% | Add +0.0% | 18,471 | $467K |
| MJP Associates Inc. | 0.07% | Add +7.6% | 18,334 | $464K |
| Rialto Wealth Management, LLC | 0.13% | Add +0.1% | 18,321 | $464K |
| Moneco Advisors, LLC | 0.04% | Add +0.8% | 18,295 | $463K |
| Busey Bank | 0.01% | New | 18,270 | $462K |
| Simplicity Wealth,LLC | 0.02% | Add +96.5% | 18,230 | $461K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -2.2% | 17,641 | $461K |
| Dearborn Partners LLC | 0.02% | Add +28.3% | 18,216 | $461K |
| Calton & Associates, Inc. | 0.08% | Reduce -43.8% | 18,184 | $460K |
| Ahl Investment Management, Inc. | 0.31% | No change | 18,164 | $460K |
| HUB Investment Partners, LLC | 0.02% | Reduce -6.6% | 18,148 | $459K |
| Waterfront Wealth Inc. | 0.10% | Add +0.0% | 18,135 | $459K |
| Retirement Planning Group, LLC | 0.02% | Add +2.4% | 17,970 | $455K |
| One Day In July LLC | 0.04% | New | 17,878 | $452K |
| Prospera Financial Services Inc | 0.01% | Add +76.4% | 17,681 | $447K |
| Thrive Wealth Management, LLC | 0.07% | Add +10.8% | 17,600 | $445K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -5.8% | 17,488 | $442K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -10.3% | 17,487 | $442K |
| Keel Point, LLC | 0.03% | Reduce -6.4% | 17,454 | $442K |
| Trellis Wealth Advisors LLC | 0.19% | No change | 17,416 | $441K |
| One Capital Management, LLC | 0.02% | Reduce -11.9% | 17,366 | $439K |
| Lowery Thomas, LLC | 0.28% | Reduce -47.7% | 17,289 | $437K |
| Meridian Wealth Partners, LLC | 0.06% | Add +3.6% | 17,160 | $434K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +0.0% | 17,154 | $434K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.1% | 17,116 | $433K |
| Chesley Taft & Associates LLC | 0.02% | Add +13.7% | 17,114 | $433K |
| Roger Wittlin Investment Advisory, LLC | 0.24% | Add +0.3% | 17,110 | $433K |
| Benjamin Edwards Inc. | 0.01% | Add +0.1% | 17,062 | $432K |
| Haverford Trust Co | 0.00% | Reduce -3.4% | 17,059 | $432K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -83.7% | 17,039 | $431K |
| Evensky & Katz LLC | 0.03% | Reduce -2.6% | 16,963 | $429K |
| Fca Corp. | 0.13% | Reduce -10.0% | 16,944 | $429K |
| Tranquility Partners, LLC | 0.15% | Reduce -2.0% | 16,847 | $426K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -0.1% | 16,826 | $426K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +5.8% | 16,773 | $424K |
| Evernest Financial Advisors, LLC | 0.14% | Add +3.5% | 16,673 | $422K |
| Chatham Capital Group, Inc. | 0.06% | No change | 16,655 | $421K |
| MeadowBrook Investment Advisors LLC | 0.38% | No change | 16,481 | $417K |
| Russell Investments Group, Ltd. | 0.00% | Add +70.6% | 16,460 | $416K |
| Hardin Capital Partners, LLC | 0.24% | Add +0.2% | 16,240 | $415K |
| Citigroup Inc. | 0.00% | Add +59.8% | 16,383 | $414K |
| Aurora Private Wealth, Inc. | 0.31% | New | 16,322 | $413K |
| Compass Capital Corp. /Ma/ | 0.19% | Add +1.1% | 15,995 | $412K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +17.8% | 16,255 | $411K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.0% | 16,240 | $411K |
| Berger Financial Group, Inc | 0.03% | Reduce -6.1% | 16,084 | $407K |
| Michels Family Financial, LLC | 0.35% | Add +0.3% | 16,032 | $406K |
| Ruggaard & Associates LLC | 0.16% | Reduce -2.0% | 16,006 | $405K |
| Aspiring Ventures, LLC | 0.19% | Add +20.8% | 15,932 | $403K |
| Pine Haven Investment Counsel, Inc | 0.32% | Reduce -2.5% | 15,920 | $403K |
| Columbia Advisory Partners LLC | 0.30% | Reduce -0.1% | 15,886 | $402K |
| Waterloo Capital, L.P. | 0.03% | Reduce -14.7% | 15,734 | $398K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 15,656 | $396K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -4.5% | 15,615 | $395K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.5% | 15,615 | $395K |
| Boyum Wealth Architects LLC | 0.29% | New | 15,612 | $395K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 15,510 | $392K |
| Vishria Bird Financial Group, LLC | 0.13% | No change | 15,494 | $392K |
| Principle Wealth Partners LLC | 0.02% | No change | 15,477 | $392K |
| Connecticut Wealth Management, LLC | 0.02% | Add +73.6% | 15,459 | $391K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.6% | 15,457 | $391K |
| Farnam Financial LLC | 0.35% | Add +12.9% | 15,445 | $391K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -3.6% | 15,380 | $389K |
| XTX Topco Ltd | 0.02% | New | 15,272 | $386K |
| Triton Wealth Management, PLLC | 0.16% | — | 14,725 | $386K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 15,200 | $385K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 15,051 | $381K |
| Geometric Wealth Advisors | 0.06% | Reduce -11.2% | 15,048 | $381K |
| Signaturefd, LLC | 0.01% | Reduce -12.7% | 14,989 | $379K |
| Clark Asset Management, LLC | 0.05% | New | 14,987 | $379K |
| BIP Wealth, LLC | 0.02% | Reduce -10.7% | 14,932 | $378K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +2.3% | 14,850 | $376K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.5% | 14,818 | $375K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -1.8% | 14,792 | $374K |
| Milestones Private Investment Advisors LLC | 0.28% | — | 14,733 | $373K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.4% | 14,675 | $371K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.1% | 14,626 | $370K |
| Callan Family Office, LLC | 0.01% | No change | 14,548 | $368K |
| Hexagon Capital Partners LLC | 0.08% | Add +14.7% | 14,476 | $366K |
| Mirador Capital Partners LP | 0.06% | Reduce -0.6% | 14,438 | $365K |
| Heritage Trust Co | 0.04% | Reduce -16.7% | 14,329 | $363K |
| Genesee Capital Advisors, LLC | 0.16% | Add +0.3% | 14,303 | $362K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +7.4% | 14,291 | $362K |
| DHK Financial Advisors, Inc. | 0.21% | Reduce -14.2% | 14,273 | $361K |
| Fairway Financial, LLC | 0.30% | Add +4.5% | 14,137 | $358K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -8.3% | 14,137 | $358K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.3% | 14,132 | $358K |
| Clarity Capital Advisors, LLC | 0.21% | Add +0.3% | 14,077 | $356K |
| Continuum Advisory, LLC | 0.04% | Add +91.2% | 14,046 | $355K |
| Seven Mile Advisory | 0.21% | No change | 14,000 | $354K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -18.2% | 13,934 | $353K |
| Planning Directions Inc. | 0.20% | Reduce -31.8% | 13,865 | $351K |
| Sierra Summit Advisors LLC | 0.06% | Reduce -5.0% | 13,857 | $351K |
| Providence First Trust Co | 0.12% | Add +1.0% | 13,802 | $349K |
| SageView Advisory Group, LLC | 0.01% | Add +1.8% | 13,244 | $348K |
| Fort Vancouver Investment Management, LLC | 0.24% | Reduce -0.8% | 13,709 | $347K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -0.1% | 13,618 | $345K |
| Sonora Investment Management Group, LLC | 0.03% | Add +0.7% | 13,602 | $344K |
| Wrenne Financial Planning LLC | 0.16% | Add +8.5% | 13,597 | $344K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -27.5% | 13,523 | $342K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.2% | 13,517 | $342K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Reduce -4.0% | 13,107 | $342K |
| Pathway Financial Advisors LLC | 0.05% | New | 13,427 | $340K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -12.8% | 13,280 | $339K |
| Ritholtz Wealth Management | 0.01% | New | 13,385 | $339K |
| Glaxis Capital Management, LLC | 0.45% | Add +0.3% | 13,338 | $337K |
| RMR Wealth Builders | 0.03% | New | 13,317 | $337K |
| Sfmg, LLC | 0.03% | Add +0.5% | 13,309 | $337K |
| JPL Wealth Management, LLC | 0.09% | Reduce -16.4% | 13,280 | $336K |
| Summit Trail Advisors, LLC | 0.01% | New | 13,242 | $335K |
| FineMark National Bank & Trust | 0.01% | Reduce -7.9% | 13,202 | $334K |
| Perissos Private Wealth Management, LLC | 0.26% | Add +0.2% | 13,064 | $331K |
| Front Row Advisors LLC | 0.11% | Reduce -3.5% | 13,049 | $330K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 13,001 | $329K |
| Keystone Financial Services, LLC | 0.25% | Add +13.0% | 12,986 | $329K |
| Signature Resources Capital Management, LLC | 0.20% | Reduce -18.9% | 12,960 | $328K |
| Prepared Retirement Institute LLC | 0.19% | Reduce -11.4% | 12,897 | $326K |
| Crestwood Advisors Group, LLC | 0.01% | Add +27.2% | 12,873 | $326K |
| Stordahl Capital Management, Inc. | 0.07% | No change | 12,822 | $324K |
| Sendero Wealth Management, LLC | 0.04% | No change | 12,800 | $324K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 12,691 | $321K |
| Fagan Associates, Inc. | 0.05% | No change | 12,576 | $318K |
| QRG Capital Management, Inc. | 0.00% | Reduce -26.2% | 12,572 | $318K |
| Cascade Investment Advisors, Inc. | 0.20% | No change | 12,464 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -66.3% | 12,450 | $315K |
| SOL Capital Management CO | 0.03% | Add +24.2% | 12,395 | $314K |
| HCR Wealth Advisors | 0.04% | Add +0.0% | 12,389 | $313K |
| Granite Investment Partners, LLC | 0.01% | Add +0.0% | 12,168 | $308K |
| Somerset Group LLC | 0.26% | No change | 12,154 | $307K |
| Focused Wealth Management, Inc | 0.04% | New | 12,121 | $307K |
| Cordant, Inc. | 0.15% | No change | 12,062 | $305K |
| RBA Wealth Management, LLC | 0.11% | Add +5.7% | 11,966 | $303K |
| Atlantic Union Bankshares Corp | 0.01% | New | 11,855 | $300K |
| NewEdge Wealth, LLC | 0.00% | New | 11,618 | $300K |
| LifeSteps Financial, Inc. | 0.21% | Add +22.1% | 11,837 | $299K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -9.0% | 11,826 | $299K |
| Accurate Wealth Management, LLC | 0.05% | New | 11,357 | $298K |
| Kathmere Capital Management, LLC | 0.02% | Add +8.3% | 11,755 | $297K |
| ETF Store, Inc. | 0.34% | Add +3.6% | 11,738 | $297K |
| Round Rock Advisors LLC | 0.05% | Add +0.2% | 11,736 | $297K |
| J2 Capital Management Inc | 0.24% | No change | 11,724 | $297K |
| Bordeaux Wealth Advisors LLC | 0.04% | New | 11,669 | $295K |
| Vermillion Wealth Management, Inc. | 0.14% | Reduce -11.5% | 11,643 | $295K |
| Kelleher Financial Advisors | 0.10% | No change | 11,550 | $292K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Add +0.0% | 11,542 | $292K |
| Cary Street Partners Financial LLC | 0.01% | New | 11,495 | $291K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +4.8% | 11,489 | $291K |
| Sigma Planning Corp | 0.01% | Add +30.9% | 11,466 | $290K |
| William Howard & Co Financial Advisors Inc | 0.25% | Add +0.3% | 11,411 | $289K |
| IFG Advisory, LLC | 0.01% | Add +10.5% | 11,288 | $286K |
| Sachetta, LLC | 0.11% | Add +0.0% | 11,222 | $284K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 10,962 | $282K |
| Camelot Portfolios, LLC | 0.17% | No change | 11,100 | $281K |
| Curio Wealth, LLC | 0.12% | Add +366433.3% | 10,996 | $278K |
| Bison Wealth, LLC | 0.02% | Reduce -8.5% | 10,709 | $278K |
| Delta Investment Management, LLC | 0.05% | Add +0.0% | 10,974 | $278K |
| D.A. Davidson & Co. | 0.00% | Add +8.7% | 10,966 | $277K |
| Selective Wealth Management, Inc. | 0.10% | Reduce -0.5% | 10,610 | $277K |
| Access Financial Services, Inc. | 0.10% | Reduce -2.3% | 10,936 | $277K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -51.8% | 10,851 | $275K |
| Alteri Wealth LLC | 0.11% | Reduce -14.7% | 10,788 | $273K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.9% | 10,750 | $272K |
| Kaizen Financial Strategies | 0.14% | Reduce -39.0% | 10,730 | $271K |
| Allium Financial Advisors, LLC | 0.24% | Add +0.3% | 10,715 | $271K |
| Flputnam Investment Management Co. | 0.00% | Reduce -15.1% | 10,614 | $269K |
| Fisher Asset Management | 0.00% | Reduce -27.4% | 10,603 | $268K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 10,540 | $267K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.0% | 10,537 | $267K |
| Birchbrook, Inc. | 0.14% | No change | 10,520 | $266K |
| CFC Planning Co LLC | 0.26% | Add +17.2% | 10,508 | $266K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -25.7% | 10,409 | $263K |
| Investment Planning Advisors, Inc. | 0.09% | New | 10,345 | $262K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 10,311 | $261K |
| Quotient Wealth Partners, LLC | 0.01% | New | 10,306 | $261K |
| Brown Advisory Inc. | 0.00% | New | 10,277 | $260K |
| Parkshore Wealth Management, Inc. | 0.13% | Reduce -7.0% | 10,260 | $260K |
| Foster & Motley Inc. | 0.01% | Reduce -5.7% | 10,218 | $259K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -7.7% | 10,218 | $259K |
| Sapient Capital LLC | 0.00% | Reduce -8.3% | 10,202 | $258K |
| Whipplewood Advisors, LLC | 0.14% | Reduce -84.5% | 10,198 | $258K |
| Factor Wealth Management LTD | 0.07% | Add +1.0% | 10,165 | $257K |
| Cathy Pareto & Associates, Inc. | 0.21% | New | 10,118 | $256K |
| Rock Point Advisors, LLC | 0.07% | Add +2.0% | 10,096 | $255K |
| Stokes Family Office, LLC | 0.03% | No change | 9,996 | $253K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1476.3% | 9,978 | $252K |
| FPC Investment Advisory, Inc. | 0.16% | Add +2.8% | 9,646 | $252K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 9,654 | $252K |
| MCF Advisors LLC | 0.02% | Reduce -0.1% | 9,934 | $251K |
| Veery Capital, LLC | 0.09% | Reduce -18.9% | 9,933 | $251K |
| Builder Investment Group Inc. | 0.06% | No change | 9,902 | $251K |
| Burton Enright Welch | 0.04% | Reduce -13.2% | 9,894 | $250K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 9,885 | $250K |
| Peak Financial Management, Inc. | 0.07% | Add +14.4% | 9,884 | $250K |
| BSW Wealth Partners | 0.03% | Reduce -12.4% | 9,874 | $250K |
| Keybank National Association | 0.00% | Add +14.0% | 9,858 | $249K |
| Scott Marsh Financial, LLC | 0.09% | — | 9,852 | $249K |
| Holistic Financial Partners | 0.11% | Reduce -0.3% | 9,851 | $249K |
| Lafayette Investments, Inc. | 0.05% | No change | 9,824 | $249K |
| Cross Staff Investments Inc | 0.18% | Add +0.0% | 9,811 | $248K |
| Heirloom Wealth Management | 0.07% | Reduce -4.2% | 9,778 | $247K |
| Capital Advantage, Inc. | 0.04% | Reduce -54.3% | 9,768 | $247K |
| Root Financial Partners, LLC | 0.02% | Add +0.6% | 9,759 | $247K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.4% | 9,752 | $247K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -23.4% | 9,714 | $246K |
| Mayfair Advisory Group, LLC | 0.12% | Reduce -10.1% | 9,493 | $245K |
| Paragon Capital Management Ltd | 0.04% | No change | 9,626 | $244K |
| Castle Wealth Management LLC | 0.09% | Reduce -2.2% | 9,542 | $241K |
| Wedgewood Investors Inc. | 0.28% | No change | 9,490 | $240K |
| WPG Advisers, LLC | 0.20% | Add +2.5% | 9,412 | $238K |
| Retirement Income Solutions, Inc. | 0.04% | Add +2.0% | 9,380 | $237K |
| Total Investment Management Inc. | 0.03% | Reduce -0.4% | 9,378 | $237K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -0.5% | 9,366 | $237K |
| Pring Turner Capital Group Inc. | 0.15% | No change | 9,362 | $237K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -50.2% | 9,034 | $237K |
| Dravo Bay LLC | 0.11% | Reduce -12.3% | 9,355 | $237K |
| FreeGulliver LLC | 0.11% | New | 9,331 | $236K |
| Forum Financial Management, LP | 0.00% | New | 9,300 | $235K |
| D.B. Root & Company, LLC | 0.07% | Reduce -6.3% | 9,251 | $234K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.1% | 9,243 | $234K |
| Palisade Asset Management, LLC | 0.02% | Add +1.0% | 9,235 | $234K |
| MBE Wealth Management, LLC | 0.10% | No change | 9,174 | $232K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -2.0% | 9,107 | $230K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -24.9% | 9,104 | $230K |
| Optimum Investment Advisors | 0.10% | Add +20.3% | 9,104 | $230K |
| Highland Capital Management, LLC | 0.01% | No change | 8,936 | $226K |
| Elios Financial Group Inc. | 0.10% | New | 8,911 | $225K |
| Alpha Financial Advisors, LLC | 0.09% | Reduce -12.5% | 8,887 | $225K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 8,858 | $224K |
| High Probability Advisors, LLC | 0.03% | No change | 8,840 | $224K |
| Advantage Trust Co | 0.11% | Add +175.6% | 8,820 | $223K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | Reduce -8.3% | 8,800 | $223K |
| Carnegie Investment Counsel | 0.00% | New | 8,778 | $222K |
| Composition Wealth, LLC | 0.00% | Reduce -9.2% | 8,742 | $221K |
| Flower City Capital | 0.13% | No change | 8,734 | $221K |
| Coordinated Financial Services, Inc. | 0.16% | — | 8,727 | $221K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 8,713 | $220K |
| Fusion Capital, LLC | 0.08% | Reduce -3.9% | 8,705 | $220K |
| Legacy Private Trust Co. | 0.01% | New | 8,696 | $220K |
| Kozak & Associates, Inc. | 0.04% | Add +0.3% | 8,378 | $219K |
| Modus Advisors, LLC | 0.06% | Reduce -0.0% | 8,618 | $218K |
| Prudent Investors Network, Inc. | 0.06% | Reduce -46.7% | 8,610 | $218K |
| Sawgrass Asset Management LLC | 0.02% | Reduce -2.5% | 8,596 | $217K |
| Madison Wealth Partners, Inc | 0.05% | Add +0.1% | 8,584 | $217K |
| LexAurum Advisors, LLC | 0.03% | New | 8,578 | $217K |
| Smith, Moore & Co. | 0.02% | New | 8,577 | $217K |
| Continuum Wealth Advisors, LLC | 0.10% | Reduce -1.7% | 8,552 | $216K |
| Advyzon Investment Management, LLC | 0.05% | New | 8,495 | $215K |
| Leeward Financial Partners, LLC | 0.07% | New | 8,465 | $214K |
| Lincoln Capital Corp. | 0.08% | New | 8,464 | $214K |
| Horizons Wealth Management | 0.15% | No change | 8,410 | $213K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 8,408 | $213K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 8,371 | $212K |
| Mitchell Capital Management Co. | 0.04% | Reduce -60.2% | 8,097 | $211K |
| Biltmore Family Office, LLC | 0.04% | Add +2.4% | 8,340 | $211K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 8,329 | $211K |
| Becker Capital Management Inc. | 0.01% | New | 8,325 | $211K |
| Avity Investment Management Inc. | 0.02% | Reduce -3.9% | 8,325 | $211K |
| Founders Financial Securities LLC | 0.02% | New | 8,324 | $211K |
| Capital Advisors Inc. | 0.00% | New | 8,311 | $210K |
| Colton Groome Financial Advisors, LLC | 0.07% | New | 8,311 | $210K |
| Kathleen S. Wright Associates Inc. | 0.08% | Reduce -8.7% | 8,273 | $209K |
| Elgethun Capital Management | 0.04% | Add +1.2% | 8,215 | $208K |
| Baldwin Investment Management, LLC | 0.02% | New | 8,142 | $206K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -39.2% | 8,078 | $204K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -16.1% | 8,068 | $204K |
| Golden Bell Financial Planning LLC | 0.19% | New | 8,045 | $204K |
| Verdence Capital Advisors LLC | 0.01% | New | 8,036 | $203K |
| North Star Investment Management Corp. | 0.01% | Add +4.3% | 7,976 | $202K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 8,590 | $201K |
| MJT & Associates Financial Advisory Group, Inc. | 0.25% | No change | 7,900 | $200K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +21.4% | 7,729 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 7,644 | $193K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 7,610 | $193K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,409 | $187K |
| Nalls Sherbakoff Group, LLC | 0.13% | No change | 6,965 | $176K |
| Robinswood Financial LLC | 0.06% | Add +0.1% | 6,804 | $172K |
| Richardson Capital Management LLC | 0.09% | Add +0.3% | 6,804 | $172K |
| Palouse Capital Management, Inc. | 0.12% | Add +0.3% | 6,782 | $172K |
| First Pacific Financial | 0.03% | Add +23.2% | 6,781 | $172K |
| Spire Wealth Management | 0.01% | Reduce -43.9% | 6,551 | $166K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -18.2% | 6,402 | $162K |
| Blue Trust, Inc. | 0.00% | Add +118.9% | 6,029 | $153K |
| Exchange Traded Concepts, LLC | 0.00% | New | 6,006 | $152K |
| Proffitt & Goodson Inc. | 0.02% | No change | 5,933 | $150K |
| Ancora Advisors LLC | 0.00% | Reduce -20.6% | 5,730 | $145K |
| Anfield Capital Management, LLC | 0.05% | No change | 5,602 | $142K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.6% | 5,480 | $139K |
| Fairway Wealth LLC | 0.04% | No change | 5,404 | $137K |
| Key Financial Inc | 0.03% | Add +1.5% | 5,277 | $134K |
| Bfsg, LLC | 0.01% | Reduce -6.6% | 5,197 | $131K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +21.0% | 5,114 | $129K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,037 | $129K |
| Assetmark, Inc. | 0.00% | Add +67.5% | 5,007 | $127K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $127K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 4,530 | $115K |
| Hurley Capital, LLC | 0.08% | Add +0.1% | 4,495 | $114K |
| Thompson Investment Management, Inc. | 0.02% | No change | 4,488 | $114K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,364 | $110K |
| NBZ Investment Advisors LLC | 0.06% | No change | 4,360 | $110K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.8% | 4,288 | $108K |
| Bank of New Hampshire | 0.03% | New | 4,174 | $106K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,160 | $105K |
| Avion Wealth | 0.02% | Add +56.3% | 4,077 | $103K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -11.3% | 4,058 | $103K |
| Smartleaf Asset Management LLC | 0.01% | Add +505.6% | 3,682 | $93K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $92K |
| GW&K Investment Management, LLC | 0.00% | No change | 3,629 | $92K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,550 | $90K |
| Caldwell Trust Co | 0.01% | No change | 3,523 | $89K |
| First Community Trust NA | 0.07% | Reduce -12.5% | 3,500 | $89K |
| Clearstead Trust, LLC | 0.02% | No change | 3,483 | $88K |
| CENTRAL TRUST Co | 0.00% | Add +0.8% | 3,428 | $87K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 3,402 | $86K |
| Tucker Asset Management LLC | 0.03% | Reduce -38.8% | 3,394 | $86K |
| Raffa Wealth Management, LLC | 0.02% | No change | 3,110 | $79K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -7.8% | 3,064 | $78K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 3,000 | $76K |
| Fairman Group, LLC | 0.06% | Add +0.1% | 2,986 | $76K |
| Costello Asset Management, INC | 0.03% | Add +0.1% | 2,949 | $75K |
| Westside Investment Management, Inc. | 0.01% | Add +31.1% | 2,948 | $75K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,790 | $71K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.2% | 2,740 | $69K |
| Promus Capital, LLC | 0.04% | No change | 2,700 | $68K |
| Versant Capital Management, Inc | 0.01% | Add +46.0% | 2,676 | $68K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $67K |
| Pflug Koory, LLC | 0.03% | No change | 2,648 | $67K |
| UMB Bank, n.a. | 0.00% | No change | 2,600 | $66K |
| Robbins Farley | 0.03% | Add +29.3% | 2,569 | $65K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,516 | $64K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -4.5% | 2,480 | $63K |
| Mission Creek Capital Partners, Inc. | 0.01% | No change | 15,505 | $62K |
| Aspect Partners, LLC | 0.03% | Add +0.8% | 2,432 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.9% | 2,410 | $61K |
| TFC Financial Management, Inc. | 0.01% | Reduce -4.5% | 2,400 | $61K |
| Salomon & Ludwin, LLC | 0.01% | Add +59.4% | 2,302 | $60K |
| Contravisory Investment Management, Inc. | 0.01% | Add +6.7% | 2,348 | $59K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $59K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.3% | 2,291 | $58K |
| Operose Advisors LLC | 0.02% | No change | 2,241 | $57K |
| Harbor Asset Planning, Inc. | 0.05% | — | 2,167 | $55K |
| Evolution Advisers, Inc. | 0.03% | No change | 2,156 | $54K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $51K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | No change | 2,000 | $51K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.2% | 1,925 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,886 | $48K |
| Beacon Capital Management, LLC | 0.01% | Add +46.5% | 1,834 | $46K |
| Woodside Wealth Management LLC | 0.04% | No change | 1,786 | $45K |
| PDS Planning, Inc | 0.00% | No change | 1,728 | $44K |
| McIlrath & Eck, LLC | 0.00% | Reduce -33.5% | 1,616 | $41K |
| GeoWealth Management, LLC | 0.00% | No change | 1,603 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,588 | $40K |
| Compass Financial Services Inc | 0.02% | No change | 1,578 | $40K |
| Integrity Financial Corp | 0.02% | No change | 1,576 | $40K |
| Motco | 0.00% | No change | 1,523 | $39K |
| Breakwater Investment Management | 0.01% | Reduce -77.0% | 1,404 | $36K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 1,339 | $34K |
| Rothschild Investment LLC | 0.00% | Reduce -2.9% | 1,319 | $33K |
| Grey Ledge Advisors, LLC | 0.01% | Add +0.9% | 1,285 | $32K |
| Rossby Financial, LCC | 0.01% | Reduce -3.9% | 1,250 | $32K |
| Crowley Wealth Management, Inc. | 0.03% | Add +50.0% | 1,200 | $30K |
| Morling Financial Advisors, LLC | 0.01% | Reduce -62.9% | 1,200 | $30K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $30K |
| Hoey Investments, Inc. | 0.00% | New | 1,157 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +111.7% | 1,137 | $29K |
| JDM Financial Group LLC | 0.01% | No change | 1,129 | $29K |
| SIMA Wealth Partners, LLC | 0.02% | Add +2.1% | 1,126 | $28K |
| SYM FINANCIAL Corp | 0.00% | New | 1,098 | $28K |
| Barclays PLC | 0.00% | No change | 1,072 | $27K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 1,064 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,043 | $26K |
| Frazier Financial Advisors, LLC | 0.02% | Add +3.6% | 1,038 | $26K |
| Putney Financial Group LLC | 0.03% | No change | 1,016 | $26K |
| Main Street Group, LTD | 0.01% | Add +0.1% | 1,003 | $25K |
| Accredited Wealth Management, LLC | 0.02% | No change | 1,002 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -18.7% | 1,000 | $25K |
| Bellevue Asset Management, LLC | 0.01% | No change | 964 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 910 | $23K |
| Islay Capital Management, LLC | 0.01% | No change | 900 | $23K |
| ORG Partners LLC | 0.00% | No change | 870 | $22K |
| Fifth Third Bancorp | 0.00% | Add +21.1% | 872 | $22K |
| Alpine Bank Wealth Management | 0.00% | New | 870 | $22K |
| Glassman Wealth Services | 0.00% | Reduce -37.9% | 808 | $20K |
| Keystone Financial Group, Inc. | 0.01% | Add +0.3% | 780 | $20K |
| American Capital Advisory, LLC | 0.01% | Add +0.4% | 803 | $20K |
| Tsfg, LLC | 0.00% | No change | 810 | $20K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 764 | $19K |
| Franklin Resources Inc. | 0.00% | Reduce -11.7% | 742 | $19K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -25.4% | 733 | $19K |
| Independence Bank of Kentucky | 0.00% | No change | 726 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -97.7% | 720 | $18K |
| Crewe Advisors LLC | 0.00% | Add +395.1% | 708 | $18K |
| Piscataqua Savings Bank | 0.01% | No change | 688 | $17K |
| Roxbury Financial LLC | 0.02% | New | 676 | $17K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 652 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | New | 648 | $16K |
| Pacifica Partners Inc. | 0.01% | Reduce -35.1% | 648 | $16K |
| Dagco, Inc. | 0.00% | No change | 642 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $16K |
| Kilter Group LLC | 0.01% | New | 629 | $16K |
| First Command Advisory Services, Inc. | 0.00% | No change | 624 | $16K |
| Angeles Wealth Management, LLC | 0.00% | New | 610 | $15K |
| First Financial Corp. | 0.01% | No change | 596 | $15K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 562 | $14K |
| Valued Wealth Advisors LLC | 0.01% | No change | 558 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.4% | 553 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 532 | $13K |
| Moser Wealth Advisors, LLC | 0.01% | New | 526 | $13K |
| Adirondack Trust Co. | 0.00% | No change | 524 | $13K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $13K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 496 | $13K |
| Providence Capital Advisors, LLC | 0.00% | New | 482 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 430 | $11K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $10K |
| GS Investments, Inc. | 0.00% | No change | 400 | $10K |
| Archer Investment Corp | 0.00% | Reduce -46.6% | 389 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $10K |
| Team Financial Group, LLC | 0.00% | New | 375 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 369 | $9K |
| American National Bank & Trust | 0.00% | New | 366 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 348 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $8K |
| Financial Connections Group, Inc. | 0.00% | Reduce -95.4% | 324 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 284 | $7K |
| TD Capital Management LLC | 0.00% | Reduce -70.5% | 283 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 280 | $7K |
| NWK Group, Inc. | 0.00% | No change | 278 | $7K |
| Hemington Wealth Management | 0.00% | No change | 292 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 270 | $7K |
| Colonial Trust Co / SC | 0.00% | Add +17.8% | 212 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 201 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 188 | $5K |
| Albion Financial Group | 0.00% | No change | 181 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 176 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 166 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -31.3% | 176 | $4K |
| Chapman Financial Group, LLC | 0.00% | — | 156 | $4K |
| Binnacle Investments Inc | 0.00% | New | 156 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 152 | $4K |
| City State Bank | 0.00% | No change | 150 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 144 | $4K |
| Manning & Napier Advisors LLC | 0.00% | New | 127 | $3K |
| Pineridge Advisors LLC | 0.00% | Add +0.8% | 126 | $3K |
| North Capital, Inc. | 0.00% | No change | 124 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 116 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 102 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $3K |
| Traub Capital Management LLC | 0.00% | — | 100 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 98 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 94 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 91 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -86.8% | 84 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 93 | $2K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -58.7% | 76 | $2K |
| Graney & King, LLC | 0.00% | No change | 76 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 76 | $2K |
| Tower View Wealth Management LLC | 0.00% | New | 73 | $2K |
| Solstein Capital, LLC | 0.00% | New | 72 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -75.3% | 72 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 58 | $2K |
| 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 |
| Beacon Capital Management, Inc. | 0.00% | New | 40 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +21.1% | 23 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 38 | $961 |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $911 |
| IAG Wealth Partners, LLC | 0.00% | No change | 30 | $759 |
| Wolff Wiese Magana LLC | 0.00% | New | 28 | $709 |
| HFM Investment Advisors, LLC | 0.00% | New | 27 | $674 |
| Bokf, NA | 0.00% | Reduce -97.8% | 24 | $607 |
| Global Trust Asset Management, LLC | 0.00% | No change | 16 | $405 |
| Atticus Wealth Management, LLC | 0.00% | No change | 4 | $105 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $101 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 3 | $76 |
| Balentine LLC | 0.00% | No change | 2 | $51 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 1 | $27 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 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.