Schwab US Small-Cap ETFSCHAETF
13F holders, Q3 2025 (September 30)1,168holders +29
79new positions
36sold out
4famous investors
$27.96avg. 13F price*
At the end of Q3 2025, 1,168 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 29 from Q2 2025. 79 opened new positions and 36 sold out. The largest holders were Empower Advisory Group, LLC ($954.3M), Bank of America Corp. ($482.1M) and Sei Investments Co. ($409.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab US Small-Cap ETF
- CUSIP
- 808524607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $137.4M |
| Exits | 36 | $43.7M |
All 13F filers, Q2 2025 → Q3 2025: 15,423,368 shares bought and 12,407,348 shares sold, net +3,016,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,168 holders
| Empower Advisory Group, LLC | 2.65% | Add +2.3% | 34,204,530 | $954.3M |
| Bank of America Corp. | 0.04% | Reduce -9.1% | 17,280,769 | $482.1M |
| Sei Investments Co. | 0.44% | Reduce -5.1% | 14,690,812 | $409.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +6.0% | 5,241,527 | $146.2M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -8.9% | 4,996,465 | $139.4M |
| Creative Planning | 0.10% | Reduce -0.2% | 4,678,377 | $130.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.2% | 4,549,282 | $127.3M |
| UBS Group AG | 0.02% | Add +7.1% | 4,096,983 | $114.3M |
| Advisory Alpha, LLC | 3.15% | Add +9.4% | 4,023,752 | $113.0M |
| Cerity Partners LLC | 0.17% | Reduce -2.9% | 3,776,607 | $105.4M |
| HighTower Advisors, LLC | 0.10% | Add +4.0% | 3,005,236 | $83.8M |
| Mariner, LLC | 0.10% | Add +0.2% | 2,843,740 | $79.3M |
| LPL Financial LLC | 0.02% | Add +1.4% | 2,459,417 | $68.6M |
| Steele Capital Management, Inc. | 2.80% | Reduce -0.9% | 2,258,420 | $63.1M |
| Vantagepoint Investment Advisers LLC | 0.48% | New | 2,092,621 | $58.4M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -6.4% | 2,061,344 | $57.5M |
| Moneta Group Investment Advisors LLC | 0.43% | Add +2.5% | 1,958,128 | $54.6M |
| Morgan Stanley | 0.00% | Add +0.7% | 1,924,985 | $53.7M |
| Sims Investment Management, LLC | 18.76% | Add +1.1% | 1,857,955 | $51.8M |
| Savant Capital, LLC | 0.27% | Add +3.2% | 1,618,372 | $45.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -47.9% | 1,551,588 | $43.3M |
| Betterment LLC | 0.08% | Reduce -1.2% | 1,533,125 | $42.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.3% | 1,500,406 | $41.9M |
| CoreCap Advisors, LLC | 1.50% | Add +5.6% | 1,479,664 | $41.3M |
| Osaic Holdings, Inc. | 0.06% | Add +30.8% | 1,451,279 | $40.3M |
| RMG Wealth Management LLC | 5.62% | Add +3.4% | 1,425,037 | $39.9M |
| Corient Private Wealth LP | 0.06% | Add +359.7% | 1,363,869 | $38.1M |
| New York Life Investment Management LLC | 0.33% | Add +151.5% | 1,350,769 | $37.7M |
| Golden Reserve Retirement LLC | 9.67% | Add +16.6% | 1,334,794 | $37.3M |
| Jones Financial Companies LLLP | 0.03% | Add +9.6% | 1,330,351 | $37.1M |
| Gemmer Asset Management LLC | 2.97% | Add +0.6% | 1,319,841 | $36.8M |
| Kohmann Bosshard Financial Services, LLC | 3.77% | Add +3.2% | 1,314,841 | $36.7M |
| Focus Partners Wealth | 0.06% | Add +0.2% | 1,292,091 | $36.0M |
| Rainey & Randall Wealth Advisors Inc. | 5.62% | Reduce -1.3% | 1,206,558 | $33.7M |
| Mokosak Advisory Group, LLC | 8.67% | Add +1.2% | 1,187,656 | $33.1M |
| Cetera Investment Advisers | 0.04% | Add +14.0% | 1,137,777 | $31.7M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -2.2% | 1,119,571 | $31.2M |
| Summit Financial Strategies, Inc. | 2.39% | Reduce -3.0% | 998,798 | $27.9M |
| BlueSky Wealth Advisors, LLC | 3.71% | Add +0.2% | 984,833 | $27.5M |
| Captrust Financial Advisors | 0.06% | Add +1.9% | 983,263 | $27.4M |
| Noble Family Wealth, LLC | 6.01% | Add +1.4% | 976,436 | $27.2M |
| Dynamic Advisor Solutions LLC | 0.78% | Reduce -4.0% | 962,142 | $26.8M |
| ForthRight Wealth Management, LLC | 7.63% | Add +2.8% | 941,457 | $26.3M |
| TruNorth Capital Management, LLC | 5.07% | Add +6.5% | 918,203 | $25.6M |
| Legacy Wealth Management, LLC | 1.46% | Reduce -21.2% | 890,688 | $24.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +1046.6% | 868,965 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 846,317 | $23.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.9% | 835,948 | $23.3M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +1.1% | 827,952 | $23.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +0.0% | 827,667 | $23.1M |
| Joule Financial, LLC | 6.92% | Add +1.5% | 827,440 | $23.1M |
| Charles Schwab Trust Co | 1.41% | Add +7.0% | 746,017 | $20.8M |
| Strategic Financial Planning, Inc. | 11.99% | Reduce -2.8% | 741,711 | $20.7M |
| White & Co Financial Planning Inc | 15.48% | Reduce -1.4% | 737,124 | $20.6M |
| Marshall Financial Group Inc. | 5.53% | Reduce -1.1% | 721,038 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 717,985 | $20.0M |
| Visionary Wealth Advisors | 0.93% | Reduce -2.2% | 711,136 | $19.8M |
| Chicago Partners Investment Group LLC | 0.52% | Add +11.2% | 693,471 | $19.8M |
| Johnson Investment Counsel Inc. | 0.16% | Add +3.3% | 705,013 | $19.7M |
| Old National Bancorp | 0.33% | Reduce -1.0% | 701,798 | $19.6M |
| Sage Financial Group Inc. | 1.32% | Add +1.0% | 697,967 | $19.5M |
| Waterford Advisors, LLC | 6.61% | Add +1578.7% | 684,943 | $19.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +100.1% | 681,884 | $19.0M |
| Exchange Traded Concepts, LLC | 0.17% | Add +10737.6% | 650,909 | $18.2M |
| Wellington Management Group LLP | 0.00% | New | 646,019 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.7% | 625,686 | $17.5M |
| Bangor Savings Bank | 1.45% | Reduce -0.9% | 622,143 | $17.4M |
| Ascension Capital Advisors, Inc. | 6.71% | Reduce -0.5% | 617,415 | $17.2M |
| Clearwater Capital Advisors, LLC | 1.45% | Add +1.3% | 608,198 | $17.0M |
| Burt Wealth Advisors | 4.14% | Add +0.4% | 604,103 | $16.9M |
| Main Street Financial Solutions, LLC | 1.08% | Add +3.5% | 603,359 | $16.8M |
| First National Corp. /Ma/ | 3.13% | Add +2.7% | 591,472 | $16.5M |
| FIDELIS iM, LLC | 10.03% | Reduce -78.0% | 161,460 | $16.2M |
| Summit Wealth & Retirement Planning, Inc. | 3.96% | Reduce -3.7% | 577,395 | $16.1M |
| ZynergyRetirementPlanningLLC | 10.06% | Add +0.9% | 571,869 | $16.0M |
| Modern Wealth Management, LLC | 0.31% | New | 569,122 | $15.9M |
| Matrix Trust Co | 2.37% | Add +0.5% | 541,906 | $15.1M |
| RKL Wealth Management LLC | 1.28% | Reduce -9.3% | 539,057 | $15.0M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -2.9% | 521,308 | $14.5M |
| Waverly Advisors, LLC | 0.14% | Reduce -5.9% | 520,454 | $14.5M |
| St. Louis Trust Co | 1.73% | Add +3.6% | 497,824 | $13.9M |
| IMA Advisory Services, Inc. | 1.31% | Reduce -1.4% | 464,329 | $13.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +1.4% | 461,940 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -21.7% | 458,997 | $12.8M |
| North Star Asset Management Inc. | 0.51% | Add +0.5% | 450,016 | $12.6M |
| Lido Advisors, LLC | 0.05% | Add +70.7% | 445,747 | $12.4M |
| Appleton Partners Inc. | 0.83% | Add +0.0% | 441,543 | $12.3M |
| Seneca Financial Advisors LLC | 3.98% | Add +7.5% | 436,597 | $12.2M |
| Merit Financial Group, LLC | 0.11% | Add +10.5% | 436,287 | $12.2M |
| MML Investors Services, LLC | 0.03% | Reduce -5.5% | 436,267 | $12.2M |
| Tiller Private Wealth, Inc. | 4.33% | Reduce -2.2% | 436,104 | $12.2M |
| MAI Capital Management | 0.08% | Reduce -0.9% | 433,643 | $12.1M |
| Focus Financial Network, Inc. | 0.43% | Add +0.3% | 432,896 | $12.1M |
| St. Johns Investment Management Company, LLC | 5.12% | Add +3.3% | 432,043 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 423,497 | $11.8M |
| US Bancorp \de | 0.01% | Reduce -3.0% | 418,375 | $11.7M |
| Christensen, King & Associates Investment Services, Inc. | 5.00% | Reduce -0.7% | 417,100 | $11.6M |
| HHM Wealth Advisors, LLC | 1.34% | Reduce -14.3% | 413,659 | $11.5M |
| Lutz Financial Services LLC | 0.83% | Reduce -0.8% | 412,847 | $11.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.1% | 403,383 | $11.3M |
| Tradition Wealth Management, LLC | 0.83% | Reduce -3.3% | 403,051 | $11.2M |
| Missouri Trust & Investment Co | 3.22% | Reduce -0.6% | 390,635 | $10.9M |
| Sightline Wealth Advisors, LLC | 4.87% | Reduce -0.4% | 386,732 | $10.8M |
| Essex LLC | 1.94% | Add +0.2% | 384,293 | $10.7M |
| VSM Wealth Advisory, LLC | 3.33% | Add +521.0% | 402,351 | $10.7M |
| Courage Miller Partners, LLC | 3.13% | Reduce -0.8% | 375,336 | $10.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.69% | Reduce -0.1% | 374,609 | $10.5M |
| Alliance Wealth Management Group | 2.32% | Reduce -11.6% | 374,311 | $10.4M |
| Towercrest Capital Management | 1.68% | Reduce -11.6% | 374,311 | $10.4M |
| American Financial Advisors, LLC | 1.34% | Reduce -1.8% | 372,008 | $10.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 355,269 | $9.9M |
| Fort Point Capital Partners LLC | 1.21% | Add +3.4% | 341,416 | $9.5M |
| Midwest Trust Co | 0.12% | Reduce -0.1% | 329,158 | $9.2M |
| Brand Asset Management Group, Inc. | 2.57% | Add +51.5% | 327,785 | $9.1M |
| Whittier Trust Co. | 0.10% | Add +1.8% | 322,076 | $9.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -5.7% | 324,529 | $9.1M |
| Patriot Investment Management Group, Inc. | 0.58% | Reduce -0.4% | 316,540 | $8.8M |
| Curbstone Financial Management Corp | 1.70% | Reduce -0.3% | 316,502 | $8.8M |
| Diversify Wealth Management, LLC | 0.50% | Reduce -0.8% | 307,328 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.41% | Reduce -3.4% | 305,234 | $8.5M |
| Athena Investment Management | 4.40% | Reduce -5.7% | 302,407 | $8.4M |
| Morris Financial Concepts, Inc. | 3.03% | Add +3.0% | 300,197 | $8.4M |
| Tower Research Capital LLC (TRC) | 0.23% | Reduce -48.0% | 299,480 | $8.4M |
| Creekside Partners | 3.67% | Reduce -1.7% | 298,224 | $8.3M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +7.1% | 297,937 | $8.3M |
| Salem Investment Counselors Inc. | 0.24% | Add +2.0% | 296,286 | $8.3M |
| Sunbelt Securities, Inc. | 0.57% | Add +4.0% | 295,425 | $8.2M |
| Curi Capital, LLC | 0.15% | Reduce -13.2% | 292,782 | $8.2M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +395.3% | 290,757 | $8.1M |
| Bouchey Financial Group, Ltd. | 0.62% | Reduce -1.2% | 289,809 | $8.1M |
| HB Wealth Management, LLC | 0.05% | Add +3.5% | 287,851 | $8.0M |
| Texas Yale Capital Corp. | 0.25% | Add +3.7% | 286,988 | $8.0M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Add +0.2% | 282,307 | $8.0M |
| FMR LLC | 0.00% | Add +12.7% | 285,301 | $8.0M |
| Bleakley Financial Group, LLC | 0.18% | Add +1.9% | 277,208 | $7.7M |
| Compass Financial Group, INC | 1.16% | Add +2.0% | 276,030 | $7.7M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -6.6% | 276,001 | $7.7M |
| Kavar Capital Partners Group, LLC | 0.98% | Add +7.3% | 262,115 | $7.3M |
| Horizon Financial Services, LLC | 3.45% | Add +6.9% | 259,393 | $7.2M |
| Friedenthal Financial | 3.70% | Add +2.9% | 257,057 | $7.2M |
| Asset Management Group, Inc. | 1.17% | Add +0.3% | 255,642 | $7.1M |
| Marquette Asset Management, LLC | 1.09% | Reduce -0.0% | 255,486 | $7.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.35% | Reduce -0.9% | 252,601 | $7.0M |
| Asset Dedication, LLC | 0.47% | Reduce -1.4% | 252,419 | $7.0M |
| Integrated Advisors Network LLC | 0.29% | Reduce -6.9% | 248,517 | $6.9M |
| Bell Investment Advisors, Inc | 1.13% | Reduce -0.1% | 248,484 | $6.9M |
| Black Diamond Financial, LLC | 0.77% | Reduce -4.1% | 246,878 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 245,225 | $6.8M |
| Tortoise Investment Management, LLC | 0.60% | Reduce -1.6% | 243,319 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 240,319 | $6.7M |
| Gill Capital Partners, LLC | 2.04% | Reduce -3.5% | 239,068 | $6.7M |
| Debussy Capital Management LP | 0.93% | Reduce -1.3% | 236,964 | $6.6M |
| Meridian Wealth Management, LLC | 0.25% | Reduce -5.7% | 234,137 | $6.5M |
| Meeder Advisory Services, Inc. | 0.30% | Add +8.7% | 231,918 | $6.5M |
| Mather Group, Llc. | 0.07% | Reduce -0.3% | 230,841 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -2.3% | 226,276 | $6.3M |
| Stevens Capital Partners | 1.83% | Add +7.2% | 219,256 | $6.1M |
| Bernard Wealth Management Corp. | 2.55% | Add +0.8% | 218,939 | $6.1M |
| Brown Wealth Management, LLC | 1.70% | Reduce -2.2% | 216,374 | $6.0M |
| Meridian Management Co. | 1.61% | Reduce -10.2% | 215,870 | $6.0M |
| Family Legacy Financial Solutions, LLC | 4.61% | Add +13.3% | 215,663 | $6.0M |
| Garde Capital, Inc. | 0.30% | Add +0.2% | 213,635 | $6.0M |
| Womack Financial LLC | 4.41% | Add +5.1% | 208,498 | $5.8M |
| Flow Traders U.S. LLC | 0.24% | Add +139.5% | 207,679 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 207,515 | $5.8M |
| Chilton Capital Management LLC | 0.19% | Reduce -0.8% | 205,849 | $5.7M |
| Lodestar Private Asset Management LLC | 0.60% | Add +2.3% | 204,979 | $5.7M |
| Fifth Third Securities, Inc. | 0.39% | Add +1.6% | 203,717 | $5.7M |
| Orgel Wealth Management, LLC | 0.13% | Reduce -17.3% | 203,613 | $5.7M |
| Game Plan Financial Advisors, LLC | 2.58% | Add +20.5% | 202,467 | $5.6M |
| Guerra Pan Advisors, LLC | 3.39% | Reduce -1.5% | 200,818 | $5.6M |
| Cwm, LLC | 0.02% | Reduce -3.9% | 200,647 | $5.6M |
| Nikulski Financial, Inc. | 1.37% | Add +2.0% | 195,781 | $5.5M |
| Valley Forge Investment Consultants Inc. Adv | 1.60% | Reduce -1.0% | 195,654 | $5.5M |
| Fortis Capital Management LLC | 0.77% | Add +7.4% | 195,477 | $5.5M |
| BCS Wealth Management | 1.23% | Reduce -15.9% | 195,002 | $5.4M |
| IFP Advisors, Inc | 0.14% | Add +3.4% | 194,255 | $5.4M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.6% | 194,241 | $5.4M |
| Compound Planning, Inc. | 0.17% | Add +5.3% | 193,119 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -3.0% | 192,615 | $5.4M |
| Mission Wealth Management, LP | 0.11% | Add +0.1% | 192,309 | $5.4M |
| Cambridge Financial Group, LLC | 1.72% | Reduce -3.0% | 191,706 | $5.3M |
| Evergreen Capital Management LLC | 0.13% | Add +3.8% | 190,673 | $5.3M |
| Arbor Trust Wealth Advisors, LLC | 2.38% | Reduce -12.6% | 189,534 | $5.3M |
| Powers Advisory Group, LLC | 2.10% | Add +1.1% | 188,604 | $5.3M |
| James J. Burns & Company, LLC | 0.78% | Add +0.6% | 187,408 | $5.2M |
| Davis Capital Management | 3.57% | — | 184,812 | $5.2M |
| Blue Bell Private Wealth Management, LLC | 0.78% | Reduce -1.0% | 183,726 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.1% | 182,651 | $5.1M |
| Ballast Advisors LLC | 1.40% | Reduce -2.2% | 182,296 | $5.1M |
| Floyd Financial Group LLC | 3.76% | New | 182,788 | $5.1M |
| Wilkins Miller Wealth Management, LLC | 3.14% | Add +4.1% | 183,053 | $5.1M |
| Pinnacle Wealth Management, LLC | 3.43% | New | 181,986 | $5.1M |
| Cutler Investment Counsel LLC | 0.53% | Reduce -0.6% | 181,732 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.6% | 181,639 | $5.1M |
| Opus Capital Group, LLC | 0.57% | Add +0.4% | 181,015 | $5.0M |
| Capital Analysts, LLC | 0.14% | Add +2.0% | 177,909 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +16.6% | 177,210 | $4.9M |
| Plancorp, LLC | 0.15% | Reduce -13.2% | 175,454 | $4.9M |
| Mach-1 Financial Group, LLC | 0.78% | New | 175,135 | $4.9M |
| Integrity Advisory Solutions, LLC | 0.78% | — | 175,135 | $4.9M |
| Chesapeake Wealth Management | 1.48% | Add +4.4% | 174,102 | $4.9M |
| Apollon Wealth Management, LLC | 0.09% | Add +36.2% | 171,813 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Reduce -5.5% | 170,674 | $4.8M |
| Values Added Financial LLC | 2.11% | Add +6.2% | 169,979 | $4.7M |
| Anchor Investment Management, LLC | 0.39% | Add +1.5% | 169,598 | $4.7M |
| K2 Financial Inc. | 3.68% | Reduce -0.1% | 164,734 | $4.6M |
| Upper Left Wealth Management, LLC | 2.85% | Reduce -8.4% | 162,817 | $4.5M |
| Certior Financial Group, LLC | 2.99% | Add +5.9% | 158,029 | $4.4M |
| FF Advisors,LLC | 2.10% | Add +9.3% | 157,573 | $4.4M |
| Riversedge Advisors, LLC | 0.73% | Reduce -20.7% | 157,191 | $4.4M |
| Asset Allocation Strategies LLC | 0.86% | Add +10.8% | 156,115 | $4.4M |
| Cornerstone Wealth Group, LLC | 0.29% | Reduce -8.0% | 155,857 | $4.3M |
| Councilor Wealth, LLC | 2.01% | Reduce -20.7% | 155,747 | $4.3M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -3.0% | 149,440 | $4.2M |
| Rinkey Investments | 1.09% | No change | 147,477 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.7% | 146,513 | $4.1M |
| Leisure Capital Management | 1.39% | Reduce -0.3% | 145,379 | $4.1M |
| Koshinski Asset Management, Inc. | 0.29% | Reduce -8.5% | 143,956 | $4.0M |
| Wealth Architects, LLC | 0.38% | No change | 143,570 | $4.0M |
| WBH Advisory Inc. | 0.30% | Reduce -2.0% | 142,620 | $4.0M |
| AQR Capital Management | 0.00% | Add +13.4% | 142,386 | $4.0M |
| Lighthouse Wealth Management Inc. | 3.22% | Reduce -4.8% | 142,254 | $4.0M |
| Pittenger & Anderson Inc. | 0.14% | Reduce -2.1% | 141,643 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.39% | Reduce -0.0% | 141,591 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.25% | New | 139,467 | $3.9M |
| Weaver Capital Management LLC | 0.86% | Add +506.1% | 141,077 | $3.9M |
| Gordian Advisors LLC | 2.64% | Reduce -0.6% | 141,061 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -3.9% | 140,526 | $3.9M |
| Cornerstone Advisors Asset Management, LLC | 0.68% | Reduce -0.4% | 140,158 | $3.9M |
| Embree Financial Group | 0.52% | Reduce -4.1% | 139,916 | $3.9M |
| Cahill Financial Advisors Inc. | 0.44% | Reduce -3.1% | 139,514 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +71.8% | 138,830 | $3.9M |
| Moneywise, Inc. | 1.73% | Add +0.7% | 137,410 | $3.8M |
| Outfitters Financial LLC | 3.05% | Add +0.2% | 135,211 | $3.8M |
| Abound Wealth Management | 0.94% | Reduce -0.5% | 135,142 | $3.8M |
| DHJJ Financial Advisors, Ltd. | 1.27% | Reduce -0.7% | 134,713 | $3.8M |
| Liberty Capital Management, Inc. | 0.70% | Add +2.9% | 134,127 | $3.7M |
| Diligent Investors, LLC | 0.94% | Reduce -0.9% | 133,241 | $3.7M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.1% | 132,062 | $3.7M |
| Valpey Financial Services, LLC | 2.38% | Reduce -4.4% | 130,463 | $3.6M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -1.5% | 130,205 | $3.6M |
| Valmark Advisers, Inc. | 0.05% | Add +3.9% | 129,471 | $3.6M |
| Newman Dignan & Sheerar, Inc. | 0.78% | Reduce -2.4% | 129,408 | $3.6M |
| Koesten, Hirschmann & Crabtree, INC. | 1.69% | Reduce -0.3% | 126,784 | $3.5M |
| Patten & Patten Inc. | 0.21% | Add +0.8% | 126,269 | $3.5M |
| Destination Wealth Management | 0.10% | Add +3.4% | 125,709 | $3.5M |
| Community Bank, N.A. | 0.42% | Reduce -1.4% | 125,224 | $3.5M |
| Broadleaf Partners, LLC | 0.72% | Reduce -4.8% | 124,202 | $3.5M |
| Frisco Financial Planning LLC | 2.95% | Add +0.4% | 124,095 | $3.5M |
| Tradewinds Capital Management, LLC | 0.77% | Add +1.8% | 122,543 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.1% | 120,223 | $3.4M |
| John Boyer, Inc. | 3.30% | — | 118,767 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -24.6% | 118,167 | $3.3M |
| Valley National Advisers Inc. | 0.51% | Reduce -6.8% | 117,616 | $3.3M |
| Next Capital Management LLC | 1.09% | Reduce -0.0% | 117,383 | $3.3M |
| Sensible Money, LLC | 1.11% | Reduce -1.3% | 117,335 | $3.3M |
| AlphaCore Capital LLC | 0.11% | Add +0.1% | 116,989 | $3.3M |
| Gleason Group, Inc. | 0.33% | Reduce -6.3% | 116,860 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Reduce -1.3% | 116,833 | $3.3M |
| Csenge Advisory Group | 0.15% | Add +5.8% | 116,337 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -75.5% | 116,030 | $3.2M |
| Phillips Financial Management, LLC | 0.21% | Reduce -0.8% | 115,610 | $3.2M |
| Triangle Securities Wealth Management | 0.73% | Add +0.6% | 115,428 | $3.2M |
| United Advisor Group, LLC | 0.43% | Add +6.7% | 114,803 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 1.32% | Reduce -1.5% | 113,902 | $3.2M |
| Boltwood Capital Management | 0.84% | Add +3.0% | 113,375 | $3.2M |
| Vision Capital Management, Inc. | 0.39% | Reduce -1.5% | 112,352 | $3.1M |
| Lee Financial Co | 0.38% | Add +4.9% | 108,725 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.1% | 108,668 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.6% | 108,231 | $3.0M |
| HBK Sorce Advisory LLC | 0.08% | Add +6.5% | 106,349 | $3.0M |
| Creegan & Nassoura Financial Group, LLC | 1.95% | Reduce -16.4% | 108,032 | $3.0M |
| First International Bank & Trust | 1.05% | Reduce -12.2% | 107,780 | $3.0M |
| Arcataur Capital Management LLC | 0.88% | Reduce -1.9% | 107,763 | $3.0M |
| Elser Financial Planning, Inc | 3.62% | Reduce -6.7% | 107,082 | $3.0M |
| NBT Bank, N.A. | 0.19% | Reduce -20.8% | 84,610 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -4.9% | 105,703 | $2.9M |
| Sykon Capital LLC | 0.98% | New | 105,407 | $2.9M |
| Citadel Advisors | 0.00% | Add +35.4% | 105,381 | $2.9M |
| Smith Thornton Advisors LLC | 1.54% | Add +3.0% | 104,996 | $2.9M |
| Cynosure Group, LLC | 0.32% | Add +52.9% | 104,950 | $2.9M |
| WealthShield Partners, LLC | 0.33% | Reduce -1.4% | 104,767 | $2.9M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -5.0% | 104,744 | $2.9M |
| Cobblestone Capital Advisors LLC | 0.14% | Add +0.2% | 104,495 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Add +13.4% | 104,172 | $2.9M |
| Element Wealth, LLC | 1.27% | Reduce -4.2% | 104,127 | $2.9M |
| Foster Group, Inc. | 0.09% | Add +4.1% | 103,713 | $2.9M |
| Virtue Capital Management, LLC | 0.46% | Add +10.7% | 45,848 | $2.9M |
| Harbor Group, Inc. | 0.46% | Reduce -3.6% | 103,412 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.8% | 103,251 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.48% | Reduce -1.2% | 103,113 | $2.9M |
| 1834 Investment Advisors Co. | 0.35% | Add +8.4% | 102,381 | $2.9M |
| Summit Financial, LLC | 0.04% | Add +4.1% | 101,847 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -6.3% | 101,540 | $2.8M |
| Citizens Financial Group Inc. | 0.04% | Add +1.4% | 100,514 | $2.8M |
| Accelerate Investment Advisors LLC | 1.90% | Add +8.8% | 100,061 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.32% | Add +2.1% | 98,732 | $2.8M |
| Sunburst Financial Group, LLC | 0.58% | Reduce -0.9% | 98,662 | $2.8M |
| FSM Wealth Advisors, LLC | 0.39% | Reduce -1.9% | 98,256 | $2.7M |
| Caprock Group, LLC | 0.07% | — | 99,489 | $2.7M |
| ProVise Management Group, LLC | 0.20% | Reduce -6.4% | 96,231 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -4.0% | 93,446 | $2.6M |
| Guardian Financial Partners, LLC | 1.11% | Add +2.6% | 94,438 | $2.6M |
| Investors Research Corp | 0.49% | Reduce -1.3% | 94,109 | $2.6M |
| EWG Elevate Inc. | 0.82% | Add +15.5% | 93,616 | $2.6M |
| Winthrop Capital Management, LLC | 0.63% | Reduce -18.8% | 93,601 | $2.6M |
| Eagle Harbor Asset Management Inc. | 2.25% | Add +2.9% | 92,791 | $2.6M |
| Ironwood Wealth Management, LLC. | 0.86% | Reduce -1.2% | 92,489 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +73.3% | 91,792 | $2.6M |
| Berkshire Asset Management LLC | 0.11% | Add +0.2% | 91,342 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 91,066 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +1.9% | 90,432 | $2.5M |
| MADDEN SECURITIES Corp | 0.77% | Reduce -2.0% | 90,005 | $2.5M |
| Centerpoint Advisors, LLC | 0.78% | No change | 90,000 | $2.5M |
| Revolve Wealth Partners, LLC | 0.30% | Add +0.6% | 89,366 | $2.5M |
| L.K. Benson & Company, P.C. | 1.34% | Reduce -0.3% | 88,802 | $2.5M |
| Murphy & Mullick Capital Management Corp | 1.83% | Reduce -0.4% | 88,601 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.93% | Add +0.8% | 88,566 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +3.6% | 88,480 | $2.5M |
| McAdam, LLC | 0.12% | Reduce -2.2% | 87,768 | $2.4M |
| Larson Financial Group LLC | 0.09% | Reduce -12.2% | 87,646 | $2.4M |
| Phil A. Younker & Associates, Ltd. | 1.86% | Add +108.2% | 87,226 | $2.4M |
| Comerica Bank | 0.01% | Add +8.3% | 87,216 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.42% | Add +2.3% | 85,382 | $2.4M |
| Vise Technologies, Inc. | 0.09% | Reduce -2.7% | 83,796 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +7.3% | 83,558 | $2.3M |
| Firestone Capital Management | 0.50% | Add +3.3% | 82,799 | $2.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.9% | 81,826 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.9% | 81,607 | $2.3M |
| Code Waechter LLC | 1.48% | Reduce -10.5% | 80,621 | $2.3M |
| Bluestem Financial Advisors, LLC | 0.88% | Reduce -0.4% | 80,747 | $2.3M |
| Savvy Advisors, Inc. | 0.10% | Add +13.6% | 80,492 | $2.2M |
| Consilium Wealth Advisory, LLC | 0.86% | Reduce -6.0% | 80,240 | $2.2M |
| Aspen Investment Management Inc | 0.86% | Add +0.2% | 79,895 | $2.2M |
| Panoramic Investment Advisors, LLC | 1.25% | Add +21.3% | 79,831 | $2.2M |
| Northeast Financial Group, Inc. | 0.55% | Reduce -14.0% | 79,335 | $2.2M |
| American Investment Services, Inc. | 0.53% | No change | 79,232 | $2.2M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -42.6% | 78,719 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Add +48.3% | 78,069 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.4% | 78,049 | $2.2M |
| Everhart Financial Group, Inc. | 0.22% | Reduce -0.1% | 77,625 | $2.2M |
| Wealth Group Ltd | 0.50% | Reduce -2.0% | 77,448 | $2.2M |
| BlackRock, Inc. | 0.00% | Add +301.1% | 77,201 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -9.3% | 77,143 | $2.2M |
| Sage Financial Management Group, Inc. | 0.68% | Reduce -0.8% | 76,676 | $2.1M |
| Columbus Macro, LLC | 0.24% | Reduce -1.6% | 76,170 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -28.2% | 76,058 | $2.1M |
| Compass Advisory Group LLC | 0.59% | Reduce -0.7% | 75,902 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Reduce -2.8% | 75,482 | $2.1M |
| Capital Insight Partners, LLC | 0.35% | Add +12.2% | 75,141 | $2.1M |
| Allen Capital Group, LLC | 0.20% | Add +10.4% | 74,311 | $2.1M |
| Denver PWM, LLC | 0.64% | Add +0.1% | 81,482 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -2.5% | 73,047 | $2.0M |
| Whelan Financial | 0.64% | Add +0.0% | 72,673 | $2.0M |
| Midwestern Financial, LLC | 1.74% | Add +63.0% | 72,584 | $2.0M |
| Juncture Wealth Strategies, LLC | 0.67% | Reduce -15.7% | 72,016 | $2.0M |
| SWS Partners | 0.49% | Add +1.1% | 71,788 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.2% | 71,399 | $2.0M |
| Strategic Financial Concepts, LLC | 0.29% | Reduce -0.0% | 71,208 | $2.0M |
| Mid-American Wealth Advisory Group, Inc. | 0.89% | New | 71,104 | $2.0M |
| JFS Wealth Advisors, LLC | 0.12% | Reduce -0.9% | 71,027 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.3% | 70,203 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +2.2% | 68,471 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -2.4% | 67,407 | $1.9M |
| Moller Wealth Partners | 0.39% | Reduce -7.0% | 67,034 | $1.9M |
| LVW Advisors, LLC | 0.19% | Reduce -8.1% | 66,757 | $1.9M |
| CRA Financial Services, LLC | 0.25% | Reduce -2.1% | 66,487 | $1.9M |
| Summit Financial Wealth Advisors, LLC | 0.29% | Add +6.0% | 65,960 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.51% | Add +1.7% | 65,988 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 65,986 | $1.8M |
| Bailard, Inc. | 0.04% | Reduce -4.6% | 65,522 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -5.2% | 65,389 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Add +201.7% | 65,053 | $1.8M |
| LTG Capital LLC | 1.42% | Add +0.0% | 64,889 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +6.1% | 64,838 | $1.8M |
| Vista Capital Partners, Inc. | 0.18% | Reduce -0.3% | 64,350 | $1.8M |
| Oakwell Private Wealth Management, LLC | 0.36% | No change | 64,253 | $1.8M |
| Kelman-Lazarov, Inc. | 0.26% | Add +0.1% | 63,971 | $1.8M |
| Warwick Investment Management, Inc. | 0.31% | Add +0.3% | 63,943 | $1.8M |
| Financial Advisors, LLC | 0.31% | Add +0.0% | 62,857 | $1.8M |
| Advisor OS, LLC | 0.15% | Reduce -6.3% | 62,423 | $1.7M |
| Duncker Streett & Co. Inc. | 0.30% | Add +0.0% | 62,070 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +3.3% | 61,957 | $1.7M |
| PFG Advisors | 0.07% | New | 61,855 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.1% | 61,097 | $1.7M |
| Oldfather Financial Services, LLC | 0.53% | Add +0.1% | 61,000 | $1.7M |
| Bensler, LLC | 0.18% | Reduce -5.7% | 60,935 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -11.3% | 59,959 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +494.9% | 59,363 | $1.7M |
| WJ Financial Advisors LLC | 1.61% | — | 59,301 | $1.7M |
| Spinnaker Investment Group, LLC | 0.31% | Add +70.4% | 58,836 | $1.6M |
| Tenret Co LLC | 0.85% | No change | 58,580 | $1.6M |
| Arcadia Investment Advisors LLC | 0.79% | Reduce -3.0% | 57,968 | $1.6M |
| Greenhouse Wealth Management, LLC | 0.96% | Reduce -3.8% | 57,174 | $1.6M |
| Krilogy Financial LLC | 0.06% | Add +3.8% | 57,022 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -1.6% | 56,708 | $1.6M |
| Brighton Jones LLC | 0.04% | Reduce -0.6% | 56,555 | $1.6M |
| Envision Financial LLC | 0.90% | Add +0.2% | 56,226 | $1.6M |
| Milestone Investment Advisors LLC | 0.39% | No change | 55,772 | $1.6M |
| Mendel Capital Management LLC | 0.81% | Add +3.2% | 55,621 | $1.6M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +0.1% | 55,359 | $1.5M |
| Bravias Capital Group, LLC | 1.03% | Add +4.2% | 55,266 | $1.5M |
| ARK & TLK Investments, LLC | 0.49% | No change | 55,000 | $1.5M |
| Wedmont Private Capital | 0.06% | Add +29.5% | 54,789 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -17.2% | 54,874 | $1.5M |
| Cambridge Advisors Inc. | 0.30% | Add +0.3% | 54,429 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +29.2% | 54,409 | $1.5M |
| Naples Global Advisors, LLC | 0.12% | Reduce -0.6% | 54,026 | $1.5M |
| Kiley Juergens Wealth Management, LLC | 0.33% | Add +1.4% | 53,893 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.71% | No change | 53,675 | $1.5M |
| Nestegg Advisors, Inc. | 1.33% | Reduce -1.6% | 53,541 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +3.5% | 53,204 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 63,183 | $1.5M |
| Blossom Wealth Management | 2.39% | Add +3.3% | 53,098 | $1.5M |
| HC Advisors, LLC | 1.04% | Reduce -48.3% | 52,815 | $1.5M |
| IFS Advisors, LLC | 0.85% | Add +3.8% | 52,281 | $1.5M |
| Seek First Inc. | 1.04% | Add +1.1% | 51,960 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -2.5% | 51,850 | $1.4M |
| BNC Wealth Management, LLC | 0.36% | Reduce -10.2% | 51,299 | $1.4M |
| North Forty Two & Co. | 1.39% | Add +0.5% | 51,005 | $1.4M |
| Laraway Financial Advisors Inc | 0.97% | Add +9.3% | 50,959 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 50,678 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Reduce -17.8% | 50,443 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +10.1% | 50,093 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.49% | Reduce -1.6% | 50,079 | $1.4M |
| Milestone Asset Management Group, LLC | 0.87% | Add +1.5% | 49,755 | $1.4M |
| Sprinkle Financial Consultants LLC | 0.77% | Add +0.8% | 49,704 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +1.1% | 49,602 | $1.4M |
| Centaurus Financial, Inc. | 0.06% | Add +44.6% | 49,394 | $1.4M |
| MilWealth Group LLC | 0.33% | No change | 49,198 | $1.4M |
| West Paces Advisors Inc. | 0.27% | Reduce -0.8% | 49,138 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +83.3% | 49,062 | $1.4M |
| Aspen Grove Capital, LLC | 0.23% | Add +0.1% | 48,951 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.64% | Reduce -2.8% | 48,920 | $1.4M |
| OneAscent Financial Services LLC | 0.09% | Reduce -3.9% | 48,813 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -2.2% | 48,661 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 48,568 | $1.4M |
| JMG Financial Group, Ltd. | 0.04% | Add +1.4% | 48,473 | $1.4M |
| Intellus Advisors LLC | 0.18% | Add +0.5% | 48,447 | $1.4M |
| BCK Partners, Inc. | 0.72% | Reduce -1.0% | 48,170 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | Reduce -1.6% | 47,247 | $1.3M |
| Passive Capital Management, LLC. | 0.42% | Reduce -12.6% | 46,594 | $1.3M |
| Fonville Wealth Management LLC | 0.29% | Reduce -2.9% | 46,557 | $1.3M |
| Apella Capital, LLC | 0.03% | Add +324.9% | 46,572 | $1.3M |
| Planned Solutions, Inc. | 0.45% | Reduce -0.1% | 46,478 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.08% | Reduce -3.4% | 46,302 | $1.3M |
| Ironwood Financial, llc | 0.23% | Reduce -3.7% | 46,291 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Reduce -1.1% | 46,181 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +0.0% | 46,004 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.12% | Add +14.2% | 45,888 | $1.3M |
| Sequent Planning LLC | 0.36% | New | 45,878 | $1.3M |
| Joseph Group Capital Management | 0.36% | Add +0.0% | 45,340 | $1.3M |
| Capital Squared Financial LLC | 1.09% | Add +20.7% | 45,080 | $1.3M |
| Westmount Partners, LLC | 0.32% | Add +0.3% | 44,716 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.60% | Reduce -1.4% | 44,211 | $1.2M |
| Wisconsin Capital Management LLC | 0.63% | No change | 44,000 | $1.2M |
| Armor Investment Advisors, LLC | 0.39% | Reduce -13.1% | 43,825 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +1.4% | 43,619 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -0.8% | 43,510 | $1.2M |
| XY Planning Network, Inc. | 0.41% | No change | 47,856 | $1.2M |
| Gradient Capital Advisors, LLC | 0.32% | Reduce -0.5% | 43,265 | $1.2M |
| Nicollet Investment Management, Inc. | 0.39% | No change | 42,981 | $1.2M |
| Citigroup Inc. | 0.00% | Add +161.6% | 42,850 | $1.2M |
| Omega Financial Group, LLC | 0.40% | Reduce -2.9% | 42,777 | $1.2M |
| Millennium Management | 0.00% | New | 42,630 | $1.2M |
| &partners | 0.01% | Add +84.8% | 42,437 | $1.2M |
| Claro Advisors Inc. | 0.17% | Add +0.6% | 42,380 | $1.2M |
| Great Waters Wealth Management | 0.14% | Reduce -7.8% | 42,196 | $1.2M |
| TPG Advisors LLC | 0.77% | Reduce -7.2% | 41,989 | $1.2M |
| BankPlus Wealth Management LLC | 0.69% | Add +35.1% | 41,723 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.17% | Reduce -5.3% | 41,562 | $1.2M |
| Carolina Wealth Advisors, LLC | 0.50% | Reduce -78.1% | 41,578 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +12.4% | 41,262 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.2% | 41,251 | $1.2M |
| Coastwise Capital Group, LLC | 0.80% | Add +8.5% | 40,859 | $1.1M |
| Wiser Advisor Group LLC | 1.42% | Add +0.2% | 40,851 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -83.4% | 40,699 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | Add +1.5% | 40,597 | $1.1M |
| Collective Family Office LLC | 0.27% | Reduce -0.6% | 40,576 | $1.1M |
| Econ Financial Services Corp | 0.56% | Reduce -2.7% | 40,286 | $1.1M |
| Wilson & Boucher Capital Management, LLC | 0.74% | Reduce -2.9% | 40,132 | $1.1M |
| Summit Asset Management, LLC | 0.17% | Reduce -0.1% | 40,071 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | Add +6.5% | 40,033 | $1.1M |
| Paulson Wealth Management Inc. | 0.26% | Reduce -7.5% | 39,887 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Add +2.3% | 39,809 | $1.1M |
| Elevation Wealth Partners, LLC | 0.39% | Add +3.1% | 39,108 | $1.1M |
| Ifrah Financial Services, Inc. | 0.28% | Reduce -3.7% | 38,968 | $1.1M |
| GTS Securities LLC | 0.04% | Reduce -56.7% | 38,683 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +8.8% | 38,614 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | New | 38,333 | $1.1M |
| Mengis Capital Management, Inc. | 0.21% | Reduce -0.8% | 38,231 | $1.1M |
| Nwam LLC | 0.06% | Reduce -6.6% | 37,618 | $1.1M |
| Cozad Asset Management Inc. | 0.08% | No change | 38,007 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Add +0.0% | 37,964 | $1.1M |
| MBL Wealth, LLC | 0.09% | No change | 37,700 | $1.1M |
| Red Tortoise LLC | 0.46% | Add +0.2% | 37,622 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 37,176 | $1.0M |
| Market Street Wealth Management Advisors LLC | 0.16% | No change | 36,703 | $1.0M |
| Smithbridge Asset Management Inc. | 0.15% | Reduce -9.9% | 36,628 | $1.0M |
| Grantvest Financial Group LLC | 0.70% | Add +3.6% | 36,575 | $1.0M |
| S.A. Mason LLC | 0.45% | No change | 36,349 | $1.0M |
| Sculati Wealth Management, LLC | 0.36% | Reduce -3.0% | 36,336 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Add +4.8% | 35,734 | $997K |
| Eley Financial Management, Inc | 0.36% | Reduce -3.8% | 35,660 | $995K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 35,600 | $993K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -0.0% | 35,469 | $990K |
| Hurlow Wealth Management Group, Inc. | 0.26% | Reduce -10.3% | 35,388 | $987K |
| Archer Investment Management, LLC | 0.60% | Reduce -18.6% | 34,788 | $971K |
| Myecfo, LLC | 0.44% | Reduce -6.9% | 34,581 | $965K |
| Clearview Wealth Advisors LLC | 0.61% | Add +2.9% | 34,394 | $960K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.3% | 34,384 | $959K |
| Avantax Planning Partners, Inc. | 0.03% | Add +32.9% | 34,351 | $958K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.5% | 33,955 | $947K |
| AE Wealth Management LLC | 0.01% | Add +14.3% | 33,852 | $944K |
| Roberts Wealth Advisors, LLC | 0.25% | Reduce -5.0% | 33,783 | $943K |
| Roundview Capital LLC | 0.06% | Reduce -0.3% | 33,720 | $941K |
| AdvisorNet Financial, Inc | 0.05% | Add +10.1% | 33,715 | $941K |
| Clear Point Advisors Inc. | 0.73% | Reduce -2.4% | 33,667 | $939K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.7% | 33,625 | $938K |
| Souders Financial Advisors | 0.11% | Reduce -13.3% | 33,598 | $937K |
| Crescent Sterling, Ltd. | 0.98% | Reduce -3.6% | 33,306 | $929K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce 0.0% | 33,288 | $929K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -55.6% | 33,026 | $921K |
| FAS Wealth Partners, Inc. | 0.06% | Add +16.1% | 32,934 | $919K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -4.0% | 32,836 | $916K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.34% | Reduce -3.6% | 32,812 | $915K |
| Elm Partners Management LLC | 0.05% | Add +4.7% | 32,403 | $904K |
| Strategic Equity Management | 0.33% | Reduce -1.8% | 32,267 | $900K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +40.2% | 31,915 | $890K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -42.0% | 31,774 | $886K |
| Twele Capital Management, Inc. | 0.16% | Reduce -1.3% | 31,566 | $881K |
| Strategic Investment Solutions, Inc. | 0.23% | Reduce -1.5% | 31,469 | $878K |
| Family Investment Center, Inc. | 0.18% | Reduce -3.7% | 31,197 | $870K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 31,122 | $868K |
| Long Island Wealth Management, Inc. | 0.42% | Add +0.0% | 31,051 | $866K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Reduce -1.4% | 30,572 | $853K |
| Essential Partners LLC | 0.28% | Add +10.8% | 30,551 | $852K |
| Paradigm, Strategies in Wealth Management, LLC | 0.54% | Reduce -3.8% | 30,408 | $848K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.4% | 30,319 | $846K |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -18.9% | 30,266 | $844K |
| Oarsman Capital, Inc. | 0.12% | Reduce -9.3% | 30,234 | $844K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.3% | 30,185 | $842K |
| Finer Wealth Management, Inc. | 0.42% | Reduce -15.0% | 29,953 | $836K |
| Asset Planning Services Inc. /La/ | 0.35% | Add +4.1% | 29,580 | $825K |
| Diversified Enterprises, LLC | 0.05% | Reduce -10.7% | 29,223 | $815K |
| Whitaker-Myers Wealth Managers, LTD. | 0.18% | Reduce -17.2% | 29,036 | $810K |
| CVA Family Office, LLC | 0.10% | Add +0.1% | 28,885 | $806K |
| Facet Wealth, Inc. | 0.02% | Add +12.2% | 28,874 | $806K |
| Red Door Wealth Management, LLC | 0.09% | Add +21.6% | 28,870 | $805K |
| Hengehold Capital Management LLC | 0.07% | Reduce -0.7% | 28,686 | $800K |
| Howe & Rusling Inc. | 0.05% | Reduce -6.2% | 28,605 | $798K |
| Brass Tax Wealth Management, Inc. | 0.13% | Add +3.4% | 28,496 | $795K |
| Hilltop Partners LLC | 0.24% | Reduce -15.3% | 28,233 | $788K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Reduce -0.5% | 27,481 | $787K |
| Simplicity Wealth,LLC | 0.04% | Add +52.6% | 27,816 | $776K |
| Enclave Advisors LLC | 0.12% | Reduce -10.7% | 27,792 | $775K |
| Synovus Financial Corp. | 0.01% | Reduce -3.4% | 27,590 | $770K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.4% | 27,494 | $767K |
| LifePlan Financial, LLC | 0.61% | Reduce -5.5% | 27,425 | $765K |
| Warner Financial, Inc. | 0.28% | Reduce -4.8% | 27,347 | $763K |
| Jane Street Group, LLC | 0.00% | Add +118.6% | 27,219 | $759K |
| American Trust | 0.06% | Reduce -1.9% | 26,981 | $753K |
| Yoffe Investment Management, LLC | 0.96% | No change | 26,537 | $740K |
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 26,447 | $738K |
| Optima Capital LLC | 0.36% | New | 26,339 | $735K |
| Voisard Asset Management Group, Inc. | 0.17% | Reduce -1.8% | 26,269 | $733K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.3% | 26,247 | $732K |
| Blue Sky Capital Consultants Group, Inc. | 0.32% | Reduce -5.6% | 26,214 | $731K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -2.8% | 26,041 | $727K |
| Aspire Capital Advisors LLC | 0.18% | No change | 26,006 | $726K |
| Money Concepts Capital Corp. | 0.04% | Add +5.7% | 25,883 | $722K |
| Luminvest Wealth Management LLC | 0.23% | Add +0.9% | 25,780 | $719K |
| Madden Advisory Services, Inc. | 0.30% | Reduce -0.8% | 25,770 | $719K |
| Davidson Trust Co. | 0.29% | No change | 25,588 | $714K |
| BLB&B Advisors, LLC | 0.03% | Reduce -19.1% | 25,491 | $711K |
| Smartleaf Asset Management LLC | 0.04% | Add +578.5% | 24,981 | $696K |
| Altfest L J & Co. Inc. | 0.08% | Add +3.4% | 24,688 | $689K |
| Procyon Advisors, LLC | 0.04% | New | 24,537 | $685K |
| Pegasus Asset Management, Inc. | 0.22% | No change | 24,502 | $684K |
| Nautilus Advisors LLC | 0.46% | No change | 24,458 | $682K |
| Integral Investment Advisors, Inc. | 0.18% | Reduce -0.6% | 24,425 | $681K |
| Carret Asset Management, LLC | 0.07% | No change | 24,386 | $680K |
| Hendershot Investments Inc. | 0.09% | Reduce -1.2% | 24,289 | $678K |
| Belpointe Asset Management LLC | 0.03% | Add +54.9% | 24,190 | $675K |
| WP Advisors, LLC | 0.17% | Add +0.3% | 24,164 | $674K |
| StoneX Group Inc. | 0.03% | Reduce -34.5% | 24,147 | $674K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.1% | 24,063 | $671K |
| Burkett Financial Services, LLC | 0.23% | Reduce -5.0% | 23,804 | $664K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.4% | 23,311 | $658K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -27.4% | 23,556 | $657K |
| Holderness Investments Co. | 0.13% | Reduce -6.2% | 23,531 | $657K |
| Farnam Financial LLC | 0.50% | Add +50.0% | 23,171 | $646K |
| Creative Financial Designs Inc. | 0.04% | Add +6.5% | 23,137 | $646K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Reduce -1.8% | 23,000 | $642K |
| Legacy Bridge, LLC | 0.27% | No change | 22,960 | $641K |
| Clear Investment Research, LLC | 0.85% | Reduce -0.0% | 22,793 | $636K |
| Pacific Sun Financial Corp | 0.31% | Reduce -3.9% | 22,743 | $635K |
| Two Sigma Securities, LLC | 0.09% | Add +19.3% | 22,593 | $630K |
| Glenmede Investment Management, LP | 0.00% | Reduce -1.6% | 22,491 | $627K |
| Brucke Financial, Inc. | 0.37% | Reduce -8.8% | 22,324 | $627K |
| Evernest Financial Advisors, LLC | 0.17% | Add +33.0% | 22,173 | $619K |
| CAP Partners, LLC | 0.35% | Reduce -3.6% | 22,141 | $618K |
| Acropolis Investment Management, LLC | 0.03% | No change | 24,396 | $617K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 21,930 | $612K |
| Dana Investment Advisors, Inc. | 0.02% | Add +68.7% | 21,928 | $612K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 21,817 | $609K |
| Evoke Wealth, LLC | 0.01% | Reduce -14.7% | 21,807 | $608K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -2.6% | 21,682 | $605K |
| Silver Oak Securities, Incorporated | 0.05% | Add +14.8% | 21,586 | $602K |
| Adams Wealth Management | 0.13% | Reduce -87.0% | 21,499 | $600K |
| CacheTech Inc. | 0.12% | Reduce -87.0% | 21,499 | $600K |
| Fermata Advisors, LLC | 0.15% | Add +7.4% | 21,312 | $595K |
| Fiduciary Alliance LLC | 0.04% | Reduce -5.0% | 21,307 | $594K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 21,251 | $593K |
| West Oak Capital, LLC | 0.29% | Reduce -25.4% | 21,084 | $588K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -3.5% | 20,872 | $582K |
| Acorn Wealth Advisors, LLC | 0.18% | Reduce -3.1% | 20,825 | $581K |
| Jacobi Capital Management LLC | 0.04% | Add +0.2% | 20,822 | $581K |
| Cooksen Wealth, LLC | 0.43% | Add +0.8% | 20,789 | $580K |
| Capital Management Associates, Inc | 0.16% | Reduce -1.6% | 20,759 | $579K |
| Lowery Thomas, LLC | 0.33% | Add +19.4% | 20,652 | $576K |
| Petra Financial Advisors Inc. | 0.33% | Add +6.1% | 20,591 | $574K |
| Pure Financial Advisors, LLC | 0.01% | Add +47.6% | 20,567 | $574K |
| Leverty Financial Group, LLC | 0.15% | Add +9.0% | 20,535 | $573K |
| Pacific Sage Partners, LLC | 0.10% | Add +0.0% | 20,437 | $570K |
| Condor Capital Management | 0.05% | Reduce -0.0% | 20,412 | $570K |
| Two Sigma Investments, LP | 0.00% | New | 20,400 | $569K |
| Cornerstone Wealth Advisors, Inc. | 0.14% | Reduce -2.8% | 20,297 | $566K |
| William Mack & Associates, Inc. | 0.30% | Add +0.3% | 20,277 | $566K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.0% | 20,248 | $565K |
| PFG Investments, LLC | 0.03% | Reduce -3.1% | 20,226 | $564K |
| Evanson Asset Management, LLC | 0.03% | Add +0.5% | 20,221 | $564K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -4.5% | 20,198 | $564K |
| Sage Rhino Capital LLC | 0.11% | Add +0.1% | 20,168 | $563K |
| Everstar Asset Management, LLC | 0.32% | Reduce -2.6% | 20,100 | $561K |
| Aire Advisors, LLC | 0.10% | No change | 20,000 | $558K |
| Capital Investment Advisors, LLC | 0.01% | Add +32.6% | 19,958 | $557K |
| Ellevest, Inc. | 0.08% | Reduce -5.9% | 19,874 | $554K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -5.8% | 19,837 | $553K |
| Eaton Financial Holdings Company, LLC | 0.16% | New | 19,802 | $552K |
| Tactive Advisors, LLC | 0.16% | Reduce -5.1% | 19,787 | $552K |
| Stone Summit Wealth LLC | 0.16% | Reduce -3.8% | 19,758 | $551K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -34.3% | 19,653 | $548K |
| CWC Advisors, LLC. | 0.27% | No change | 19,626 | $548K |
| Townsend Asset Management Corp. /NC/ | 0.19% | Reduce -2.3% | 19,587 | $546K |
| Bigelow Investment Advisors, LLC | 0.22% | Reduce -9.9% | 19,373 | $541K |
| Tiemann Investment Advisors, LLC | 0.21% | No change | 19,332 | $539K |
| Dearborn Partners LLC | 0.03% | Add +6.0% | 19,304 | $539K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.1% | 19,301 | $538K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +2.8% | 19,238 | $537K |
| Berkeley, Inc | 0.17% | Add +3.1% | 19,133 | $534K |
| Lynx Investment Advisory | 0.31% | Reduce -4.1% | 18,813 | $525K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.3% | 18,779 | $524K |
| Chesley Taft & Associates LLC | 0.02% | Add +9.4% | 18,718 | $522K |
| Northern Trust Corp. | 0.00% | Reduce -49.5% | 18,579 | $518K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -1.1% | 18,453 | $515K |
| HUB Investment Partners, LLC | 0.02% | Add +1.7% | 18,452 | $515K |
| MJP Associates Inc. | 0.07% | Add +0.2% | 18,366 | $512K |
| Rialto Wealth Management, LLC | 0.13% | No change | 18,321 | $511K |
| Addison Capital Co | 0.15% | Reduce -0.8% | 18,319 | $511K |
| Busey Bank | 0.01% | No change | 18,270 | $510K |
| Prospera Financial Services Inc | 0.01% | Add +3.0% | 18,202 | $508K |
| Ahl Investment Management, Inc. | 0.35% | No change | 18,164 | $507K |
| Waterfront Wealth Inc. | 0.10% | Add +0.0% | 18,136 | $507K |
| Fortitude Advisory Group L.L.C. | 0.27% | Reduce -2.0% | 18,116 | $505K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +11.1% | 18,053 | $504K |
| Evermay Wealth Management LLC | 0.06% | Reduce -15.2% | 17,812 | $497K |
| Retirement Planning Group, LLC | 0.02% | Reduce -1.1% | 17,774 | $496K |
| Keel Point, LLC | 0.03% | Add +1.7% | 17,744 | $495K |
| Stewardship Advisors, LLC | 0.12% | Reduce -7.7% | 17,669 | $493K |
| Moneco Advisors, LLC | 0.04% | Reduce -3.5% | 17,659 | $493K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.0% | 17,627 | $492K |
| Tritonpoint Wealth, LLC | 0.04% | Add +0.0% | 17,494 | $488K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +1.9% | 17,472 | $487K |
| Trellis Wealth Advisors LLC | 0.20% | No change | 17,416 | $486K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -60.9% | 17,299 | $483K |
| Signaturefd, LLC | 0.01% | Add +14.9% | 17,227 | $481K |
| Haverford Trust Co | 0.00% | Add +0.3% | 17,116 | $478K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -0.3% | 17,104 | $477K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.0% | 17,055 | $476K |
| Atria Investments, Inc | 0.01% | Reduce -50.4% | 16,937 | $473K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -4.2% | 16,861 | $470K |
| Beacon Capital Management, LLC | 0.07% | Add +811.5% | 16,717 | $466K |
| Chatham Capital Group, Inc. | 0.07% | No change | 16,655 | $465K |
| Pennsylvania Capital Management Inc. | 0.14% | Reduce -1.1% | 16,595 | $463K |
| Geometric Wealth Advisors | 0.06% | Add +9.5% | 16,482 | $460K |
| One Day In July LLC | 0.04% | Reduce -8.0% | 16,452 | $459K |
| Tranquility Partners, LLC | 0.15% | Reduce -2.6% | 16,415 | $458K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.9% | 16,379 | $457K |
| MeadowBrook Investment Advisors LLC | 0.40% | Reduce -1.3% | 16,271 | $454K |
| Evensky & Katz LLC | 0.03% | Reduce -5.0% | 16,120 | $450K |
| One Capital Management, LLC | 0.01% | Reduce -7.3% | 16,102 | $449K |
| Michels Family Financial, LLC | 0.35% | Add +0.3% | 16,080 | $449K |
| LBMC Investment Advisors, LLC | 0.03% | Reduce -18.7% | 16,070 | $448K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -6.0% | 16,022 | $447K |
| Ruggaard & Associates LLC | 0.17% | No change | 16,006 | $447K |
| Principia Wealth Advisory, LLC | 0.32% | New | 15,968 | $446K |
| CFC Planning Co LLC | 0.37% | Add +51.1% | 15,873 | $443K |
| Fortis Capital Advisors, LLC | 0.07% | Add +1.3% | 15,825 | $442K |
| Waterloo Capital, L.P. | 0.03% | Add +0.3% | 15,789 | $441K |
| Pine Haven Investment Counsel, Inc | 0.32% | Reduce -1.3% | 15,720 | $439K |
| Fairway Financial, LLC | 0.34% | Add +10.9% | 15,677 | $437K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 15,656 | $437K |
| Revisor Wealth Management LLC | 0.15% | Reduce -16.2% | 15,481 | $436K |
| Boyum Wealth Architects LLC | 0.27% | No change | 15,612 | $436K |
| D.A. Davidson & Co. | 0.00% | Add +42.0% | 15,568 | $434K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -19.3% | 15,552 | $434K |
| Roger Wittlin Investment Advisory, LLC | 0.24% | Reduce -9.2% | 15,538 | $433K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -10.8% | 15,741 | $433K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 15,510 | $433K |
| Vishria Bird Financial Group, LLC | 0.08% | No change | 15,494 | $432K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.5% | 15,490 | $432K |
| Principle Wealth Partners LLC | 0.03% | No change | 15,477 | $432K |
| Milestones Private Investment Advisors LLC | 0.29% | Add +4.8% | 15,438 | $431K |
| Global Wealth Strategies & Associates | 0.11% | Add +521.3% | 15,407 | $430K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 15,380 | $429K |
| Curtis Advisory Group, LLC | 0.10% | Reduce -19.1% | 15,343 | $428K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +4.7% | 15,306 | $427K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 16,826 | $426K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 15,200 | $424K |
| Berger Financial Group, Inc | 0.03% | Reduce -7.0% | 14,955 | $417K |
| BIP Wealth, LLC | 0.02% | No change | 14,932 | $417K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +4.1% | 14,872 | $415K |
| Sonora Investment Management Group, LLC | 0.03% | Add +9.0% | 14,832 | $414K |
| Jeppson Wealth Management, LLC | 0.13% | No change | 14,792 | $413K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.6% | 14,585 | $407K |
| Callan Family Office, LLC | 0.01% | No change | 14,548 | $406K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -2.0% | 14,547 | $406K |
| Compass Capital Corp. /Ma/ | 0.18% | Reduce -9.8% | 14,419 | $404K |
| Heritage Trust Co | 0.04% | No change | 14,329 | $400K |
| Mirador Capital Partners LP | 0.06% | Reduce -1.4% | 14,235 | $397K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.7% | 14,224 | $397K |
| Continuum Advisory, LLC | 0.04% | Add +1.0% | 14,187 | $396K |
| Clarity Capital Advisors, LLC | 0.21% | Add +0.3% | 14,122 | $394K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +7.6% | 14,103 | $393K |
| Brookstone Capital Management | 0.00% | Reduce -52.3% | 14,066 | $392K |
| Seven Mile Advisory | 0.06% | No change | 14,000 | $391K |
| HRT Financial LP | 0.00% | Reduce -53.5% | 13,952 | $389K |
| Planning Directions Inc. | 0.20% | Add +0.2% | 13,895 | $388K |
| SageView Advisory Group, LLC | 0.01% | Add +4.6% | 13,851 | $386K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -2.1% | 13,833 | $386K |
| Sierra Summit Advisors LLC | 0.06% | Reduce -0.3% | 13,815 | $385K |
| Bank of New York Mellon Corp | 0.00% | Reduce -94.5% | 13,771 | $384K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -5.6% | 13,659 | $381K |
| Hardin Capital Partners, LLC | 0.20% | Reduce -16.9% | 13,491 | $376K |
| Wrenne Financial Planning LLC | 0.16% | Reduce -0.8% | 13,481 | $376K |
| Moran Wealth Management, LLC | 0.01% | New | 13,449 | $375K |
| Pathway Financial Advisors LLC | 0.05% | No change | 13,427 | $375K |
| Glaxis Capital Management, LLC | 0.62% | Add +0.3% | 13,380 | $373K |
| Sfmg, LLC | 0.03% | Add +0.3% | 13,350 | $372K |
| JPL Wealth Management, LLC | 0.09% | No change | 13,280 | $371K |
| Summit Trail Advisors, LLC | 0.01% | No change | 13,242 | $369K |
| Perissos Private Wealth Management, LLC | 0.27% | Add +0.1% | 13,084 | $365K |
| Calton & Associates, Inc. | 0.05% | Reduce -28.6% | 12,979 | $362K |
| XTX Topco Ltd | 0.02% | Reduce -15.4% | 12,924 | $361K |
| Fort Vancouver Investment Management, LLC | 0.20% | Reduce -5.9% | 12,897 | $360K |
| Signature Resources Capital Management, LLC | 0.20% | Reduce -0.8% | 12,852 | $359K |
| Stordahl Capital Management, Inc. | 0.08% | No change | 12,822 | $358K |
| Front Row Advisors LLC | 0.12% | Reduce -1.8% | 12,809 | $357K |
| Sendero Wealth Management, LLC | 0.04% | No change | 12,800 | $357K |
| Aspiriant, LLC | 0.01% | New | 12,786 | $357K |
| ETF Store, Inc. | 0.38% | Add +8.8% | 12,773 | $356K |
| Keystone Financial Services, LLC | 0.25% | Reduce -2.0% | 12,730 | $355K |
| Root Financial Partners, LLC | 0.02% | Add +30.2% | 12,709 | $355K |
| Providence First Trust Co | 0.12% | Reduce -8.2% | 12,667 | $353K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -18.1% | 12,658 | $353K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.5% | 12,645 | $353K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -5.0% | 12,619 | $352K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.0% | 12,609 | $352K |
| Avity Investment Management Inc. | 0.02% | Add +51.4% | 12,605 | $352K |
| Seneca House Advisors | 0.14% | New | 12,593 | $351K |
| Fagan Associates, Inc. | 0.05% | Reduce -0.2% | 12,556 | $350K |
| Commerce Bank | 0.00% | New | 12,502 | $349K |
| Fisher Asset Management | 0.00% | Add +17.9% | 12,499 | $349K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 12,491 | $349K |
| Investment Research Partners LLC | 0.16% | — | 12,367 | $348K |
| HCR Wealth Advisors | 0.04% | Add +0.0% | 12,391 | $348K |
| Impact Capital Partners LLC | 0.10% | New | 12,397 | $346K |
| LifeSteps Financial, Inc. | 0.22% | Add +4.4% | 12,356 | $345K |
| SOL Capital Management CO | 0.03% | Reduce -0.8% | 12,296 | $343K |
| RBA Wealth Management, LLC | 0.12% | Add +2.3% | 12,245 | $342K |
| Columbia Advisory Partners LLC | 0.24% | Reduce -23.2% | 12,206 | $341K |
| Focused Wealth Management, Inc | 0.04% | Add +0.5% | 12,186 | $340K |
| Granite Investment Partners, LLC | 0.02% | No change | 12,168 | $339K |
| Advyzon Investment Management, LLC | 0.06% | Add +42.8% | 12,130 | $338K |
| Cordant, Inc. | 0.15% | Add +0.1% | 12,068 | $337K |
| Client 1ST Advisory Group, LLC | 0.11% | Add +18.0% | 12,058 | $336K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -94.1% | 12,051 | $336K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -11.2% | 12,015 | $335K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -22.6% | 11,965 | $334K |
| IFG Advisory, LLC | 0.01% | Add +5.1% | 11,860 | $331K |
| Round Rock Advisors LLC | 0.05% | Add +1.0% | 11,849 | $331K |
| RMR Wealth Builders | 0.03% | Reduce -11.2% | 11,829 | $330K |
| Drake & Associates, LLC | 0.07% | New | 11,816 | $330K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -0.3% | 11,789 | $329K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -0.1% | 11,739 | $328K |
| J2 Capital Management Inc | 0.25% | No change | 11,724 | $327K |
| Vawter Financial, Ltd. | 0.15% | New | 11,708 | $327K |
| NewEdge Wealth, LLC | 0.00% | No change | 11,618 | $324K |
| Kelleher Financial Advisors | 0.08% | No change | 11,550 | $322K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Add +0.1% | 11,550 | $322K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +10.3% | 11,476 | $320K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.3% | 11,455 | $320K |
| William Howard & Co Financial Advisors Inc | 0.27% | Add +0.3% | 11,448 | $319K |
| Portus Wealth Advisors, LLC | 0.31% | — | 11,300 | $315K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -1.9% | 11,140 | $313K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -5.6% | 11,187 | $312K |
| Peak Financial Management, Inc. | 0.08% | Add +12.1% | 11,079 | $309K |
| Triton Wealth Management, PLLC | 0.12% | Reduce -25.2% | 11,011 | $309K |
| Curio Wealth, LLC | 0.13% | Add +0.6% | 11,056 | $308K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +1.4% | 11,000 | $307K |
| Delta Investment Management, LLC | 0.05% | Reduce -0.1% | 10,961 | $306K |
| Kaizen Financial Strategies | 0.14% | Add +3.1% | 11,059 | $304K |
| Foster & Motley Inc. | 0.02% | Add +5.5% | 10,783 | $301K |
| Allium Financial Advisors, LLC | 0.25% | Add +0.3% | 10,746 | $300K |
| Bison Wealth, LLC | 0.03% | Add +0.0% | 10,711 | $300K |
| Cascade Financial Partners, LLC | 0.03% | Add +1.7% | 10,718 | $299K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.0% | 10,643 | $297K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 10,540 | $294K |
| FineMark National Bank & Trust | 0.01% | Reduce -20.3% | 10,522 | $294K |
| Birchbrook, Inc. | 0.15% | No change | 10,520 | $294K |
| River Wealth Advisors LLC | 0.03% | New | 10,486 | $293K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -8.8% | 10,478 | $292K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -23.1% | 10,475 | $292K |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 10,363 | $289K |
| Sigma Planning Corp | 0.01% | Reduce -9.9% | 10,326 | $288K |
| Factor Wealth Management LTD | 0.07% | Add +1.4% | 10,307 | $288K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,306 | $288K |
| Parkshore Wealth Management, Inc. | 0.12% | Add +0.1% | 10,266 | $286K |
| Selective Wealth Management, Inc. | 0.09% | Reduce -3.7% | 10,221 | $286K |
| Keybank National Association | 0.00% | Add +3.5% | 10,198 | $285K |
| Sapient Capital LLC | 0.00% | No change | 10,202 | $284K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -24.8% | 10,166 | $284K |
| MCF Advisors LLC | 0.02% | Add +2.3% | 10,162 | $284K |
| Vermillion Wealth Management, Inc. | 0.08% | Reduce -12.8% | 10,152 | $283K |
| BSW Wealth Partners | 0.04% | Add +2.1% | 10,077 | $281K |
| Cathy Pareto & Associates, Inc. | 0.21% | Reduce -0.6% | 10,057 | $281K |
| Rock Point Advisors, LLC | 0.07% | Reduce -1.0% | 9,996 | $279K |
| Stokes Family Office, LLC | 0.03% | No change | 9,996 | $279K |
| Mayfair Advisory Group, LLC | 0.12% | Add +4.5% | 9,919 | $277K |
| Builder Investment Group Inc. | 0.06% | Add +0.0% | 9,903 | $276K |
| Burton Enright Welch | 0.04% | No change | 9,894 | $276K |
| Fca Corp. | 0.08% | Reduce -41.8% | 9,868 | $275K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 9,684 | $274K |
| Aspiring Ventures, LLC | 0.10% | Reduce -38.3% | 9,832 | $274K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -0.6% | 9,825 | $274K |
| Capital Advantage, Inc. | 0.04% | Add +0.4% | 9,811 | $274K |
| Sachetta, LLC | 0.10% | Reduce -12.6% | 9,805 | $274K |
| Heirloom Wealth Management | 0.07% | No change | 9,778 | $273K |
| Cross Staff Investments Inc | 0.19% | Reduce -0.4% | 9,773 | $273K |
| Golden State Wealth Management, LLC | 0.03% | No change | 9,752 | $272K |
| Holistic Financial Partners | 0.11% | Reduce -1.3% | 9,724 | $271K |
| Mainstay Capital Management LLC | 0.03% | Reduce -50.0% | 9,694 | $270K |
| FPC Investment Advisory, Inc. | 0.16% | No change | 9,646 | $269K |
| Financial Consulate, Inc. | 0.04% | New | 9,634 | $269K |
| Paragon Capital Management Ltd | 0.05% | No change | 9,626 | $269K |
| Lafayette Investments, Inc. | 0.05% | Reduce -2.4% | 9,588 | $268K |
| Genesee Capital Advisors, LLC | 0.12% | Reduce -33.2% | 9,559 | $267K |
| Castle Wealth Management LLC | 0.09% | No change | 9,542 | $266K |
| Smith, Moore & Co. | 0.02% | Add +10.4% | 9,470 | $264K |
| D.B. Root & Company, LLC | 0.07% | Add +2.2% | 9,458 | $264K |
| Regal Investment Advisors LLC | 0.02% | New | 9,451 | $264K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 9,380 | $262K |
| Keystone Wealth Services, LLC | 0.06% | No change | 9,366 | $261K |
| Pring Turner Capital Group Inc. | 0.16% | No change | 9,362 | $261K |
| Veery Capital, LLC | 0.08% | Reduce -5.9% | 9,346 | $261K |
| Wedgewood Investors Inc. | 0.29% | Reduce -1.5% | 9,344 | $261K |
| Clark Asset Management, LLC | 0.03% | Reduce -37.7% | 9,334 | $260K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 9,313 | $260K |
| Grant Private Wealth Management Inc | 0.16% | New | 9,312 | $260K |
| Optimum Investment Advisors | 0.10% | Add +1.9% | 9,273 | $259K |
| VestGen Advisors, LLC | 0.01% | New | 9,273 | $259K |
| Independent Financial Group, LLC | 0.01% | New | 9,227 | $257K |
| Northwest Capital Management Inc | 0.27% | Reduce -60.9% | 9,221 | $257K |
| MBE Wealth Management, LLC | 0.11% | No change | 9,174 | $256K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +0.1% | 9,046 | $256K |
| Composition Wealth, LLC | 0.00% | Add +4.9% | 9,167 | $256K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +0.6% | 9,161 | $256K |
| Alteri Wealth LLC | 0.09% | Reduce -15.1% | 9,156 | $255K |
| Palisade Asset Management, LLC | 0.02% | Reduce -1.0% | 9,140 | $255K |
| SouthState Bank Corp | 0.01% | Reduce -72.8% | 9,138 | $255K |
| First Foundation Advisors | 0.01% | New | 9,087 | $254K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -6.9% | 9,047 | $252K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -3.1% | 8,956 | $250K |
| Coordinated Financial Services, Inc. | 0.16% | Add +2.6% | 8,951 | $250K |
| WPG Advisers, LLC | 0.19% | Reduce -5.0% | 8,944 | $250K |
| Highland Capital Management, LLC | 0.01% | No change | 8,936 | $249K |
| Williams Financial, LLC | 0.26% | New | 8,911 | $249K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +6.8% | 8,897 | $248K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.4% | 8,885 | $248K |
| QRG Capital Management, Inc. | 0.00% | Reduce -29.5% | 8,861 | $247K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 8,858 | $247K |
| High Probability Advisors, LLC | 0.03% | No change | 8,840 | $247K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | No change | 8,800 | $246K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.8% | 8,774 | $245K |
| Flower City Capital | 0.13% | Reduce -0.0% | 8,732 | $244K |
| Capital Advisors Inc. | 0.00% | Add +4.8% | 8,714 | $243K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 8,713 | $243K |
| Fusion Capital, LLC | 0.07% | Reduce -1.4% | 8,581 | $241K |
| Cascade Investment Advisors, Inc. | 0.15% | Reduce -30.9% | 8,618 | $240K |
| Sawgrass Asset Management LLC | 0.03% | No change | 8,596 | $240K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -0.3% | 8,557 | $239K |
| Continuum Wealth Advisors, LLC | 0.10% | No change | 8,552 | $239K |
| Legacy Private Trust Co. | 0.01% | Reduce -1.7% | 8,546 | $238K |
| Alpha Financial Advisors, LLC | 0.08% | Reduce -3.9% | 8,537 | $238K |
| FreeGulliver LLC | 0.11% | Reduce -9.0% | 8,490 | $237K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +0.9% | 8,488 | $237K |
| Carnegie Investment Counsel | 0.00% | Reduce -3.3% | 8,486 | $237K |
| Lincoln Capital Corp. | 0.09% | No change | 8,464 | $236K |
| Horizons Wealth Management | 0.16% | No change | 8,410 | $235K |
| Mitchell Capital Management Co. | 0.04% | Add +3.8% | 8,407 | $235K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 8,371 | $234K |
| Biltmore Family Office, LLC | 0.03% | No change | 8,340 | $233K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 8,311 | $232K |
| Dravo Bay LLC | 0.10% | Reduce -11.9% | 8,243 | $230K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -0.2% | 8,020 | $230K |
| Arkadios Wealth Advisors | 0.01% | New | 8,223 | $229K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.1% | 8,147 | $227K |
| Pathstone Holdings, LLC | 0.00% | New | 8,125 | $227K |
| Kozak & Associates, Inc. | 0.04% | Add +0.3% | 8,405 | $226K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.0% | 8,079 | $225K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -0.0% | 8,067 | $225K |
| Golden Bell Financial Planning LLC | 0.20% | No change | 8,045 | $224K |
| Strategic Blueprint, LLC | 0.01% | New | 7,997 | $223K |
| Kathleen S. Wright Associates Inc. | 0.08% | Reduce -3.4% | 7,996 | $223K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 7,982 | $223K |
| Private Management Group Inc. | 0.01% | New | 7,922 | $221K |
| Sax Wealth Advisors, LLC | 0.01% | New | 7,909 | $221K |
| 25 LLC | 0.08% | New | 7,904 | $221K |
| LexAurum Advisors, LLC | 0.03% | Reduce -8.1% | 7,880 | $220K |
| Barnett & Company, Inc. | 0.17% | New | 7,874 | $220K |
| Strategic Financial Services, Inc. | 0.01% | New | 7,864 | $219K |
| Simon Quick Advisors, LLC | 0.01% | New | 7,751 | $216K |
| Astra Wealth Partners LLC | 0.15% | New | 7,739 | $216K |
| Fairfield, Bush & Co. | 0.11% | New | 7,737 | $216K |
| Ade, LLC | 0.11% | New | 7,715 | $215K |
| Hidden Cove Wealth Management, LLC | 0.14% | New | 7,646 | $213K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 7,610 | $212K |
| Quadrant Private Wealth Management, LLC | 0.04% | New | 7,553 | $211K |
| Harbour Investment Management LLC | 0.09% | New | 7,547 | $211K |
| Essex Bank | 0.05% | New | 7,544 | $210K |
| Blue Barn Wealth, LLC | 0.09% | New | 7,489 | $209K |
| Topsail Wealth Management, LLC | 0.04% | No change | 7,409 | $207K |
| Journey Beyond Wealth, LLC | 0.17% | New | 7,401 | $206K |
| Alley Investment Management Company, LLC | 0.02% | New | 7,396 | $206K |
| Becker Capital Management Inc. | 0.01% | Reduce -12.0% | 7,325 | $204K |
| PTM Wealth Management, LLC | 0.12% | New | 7,200 | $204K |
| Apriem Advisors | 0.02% | New | 7,285 | $203K |
| Total Investment Management Inc. | 0.03% | Reduce -22.4% | 7,279 | $203K |
| GC Wealth Management RIA, LLC | 0.01% | New | 7,266 | $203K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 7,268 | $203K |
| Modus Advisors, LLC | 0.05% | Reduce -16.0% | 7,238 | $202K |
| Broadview Financial Management, LLC | 0.14% | New | 7,237 | $202K |
| Nalls Sherbakoff Group, LLC | 0.14% | Add +3.8% | 7,231 | $202K |
| Investment Planning Advisors, Inc. | 0.06% | Reduce -30.4% | 7,196 | $201K |
| Evercore Wealth Management, LLC | 0.00% | New | 7,194 | $201K |
| Guardian Wealth Advisors, LLC | 0.11% | New | 7,190 | $201K |
| Blue Trust, Inc. | 0.00% | Add +18.1% | 7,120 | $199K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -10.9% | 6,890 | $192K |
| Robinswood Financial LLC | 0.06% | Add +0.1% | 6,808 | $190K |
| First Pacific Financial | 0.03% | Add +0.3% | 6,802 | $190K |
| Palouse Capital Management, Inc. | 0.12% | Reduce -2.0% | 6,644 | $185K |
| Spire Wealth Management | 0.01% | Add +1.0% | 6,616 | $185K |
| Assetmark, Inc. | 0.00% | Add +29.7% | 6,495 | $181K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +520.4% | 6,471 | $181K |
| Elgethun Capital Management | 0.03% | Reduce -21.4% | 6,460 | $180K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 6,402 | $179K |
| Richardson Capital Management LLC | 0.08% | Reduce -7.8% | 6,270 | $175K |
| Manning & Napier Advisors LLC | 0.00% | Add +4683.5% | 6,075 | $169K |
| Proffitt & Goodson Inc. | 0.02% | Add +1.7% | 6,033 | $168K |
| MJT & Associates Financial Advisory Group, Inc. | 0.14% | Reduce -24.3% | 5,984 | $167K |
| Thompson Investment Management, Inc. | 0.02% | Add +26.4% | 5,674 | $158K |
| Advantage Trust Co | 0.07% | Reduce -36.3% | 5,620 | $157K |
| Anfield Capital Management, LLC | 0.05% | Add +0.0% | 5,603 | $156K |
| Fairway Wealth LLC | 0.04% | No change | 5,404 | $151K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.0% | 5,313 | $148K |
| Ancora Advisors LLC | 0.00% | Reduce -7.7% | 5,289 | $148K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -90.4% | 5,275 | $147K |
| Key Financial Inc | 0.03% | Reduce -0.5% | 5,251 | $147K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 5,114 | $143K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,037 | $141K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $140K |
| Bfsg, LLC | 0.01% | Reduce -4.2% | 4,981 | $139K |
| Harbor Investment Advisory, LLC | 0.01% | Add +14.4% | 4,761 | $133K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -86.2% | 4,664 | $130K |
| Avion Wealth | 0.03% | Add +13.3% | 4,617 | $128K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 4,530 | $126K |
| Hurley Capital, LLC | 0.07% | Add +0.1% | 4,499 | $126K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,364 | $122K |
| NBZ Investment Advisors LLC | 0.06% | No change | 4,360 | $122K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,288 | $120K |
| Bank of New Hampshire | 0.03% | No change | 4,174 | $116K |
| Caldwell Trust Co | 0.01% | Add +4.4% | 3,677 | $103K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $102K |
| GW&K Investment Management, LLC | 0.00% | Add +0.7% | 3,653 | $102K |
| Woodside Wealth Management LLC | 0.08% | Add +100.8% | 3,586 | $100K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,550 | $99K |
| First Community Trust NA | 0.08% | No change | 3,500 | $98K |
| Clearstead Trust, LLC | 0.02% | No change | 3,483 | $97K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.8% | 3,400 | $95K |
| Robbins Farley | 0.04% | Add +31.4% | 3,377 | $94K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -8.0% | 3,131 | $87K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +35.5% | 3,104 | $87K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -2.4% | 3,035 | $85K |
| Tucker Asset Management LLC | 0.03% | Reduce -11.0% | 3,022 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 3,000 | $84K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 2,997 | $84K |
| Fairman Group, LLC | 0.07% | Add +0.1% | 2,990 | $83K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,948 | $82K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -6.4% | 2,869 | $80K |
| Promus Capital, LLC | 0.05% | No change | 2,700 | $75K |
| Versant Capital Management, Inc | 0.01% | Add +0.0% | 2,677 | $75K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $74K |
| Pflug Koory, LLC | 0.04% | Add +0.0% | 2,649 | $74K |
| Chapman Financial Group, LLC | 0.05% | Add +1575.0% | 2,613 | $73K |
| UMB Bank, n.a. | 0.00% | No change | 2,600 | $73K |
| Operose Advisors LLC | 0.02% | Add +12.3% | 2,517 | $70K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,516 | $70K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 2,408 | $67K |
| Mission Creek Capital Partners, Inc. | 0.01% | No change | 15,505 | $67K |
| Aspect Partners, LLC | 0.03% | Reduce -1.5% | 2,396 | $67K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -0.3% | 2,341 | $65K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $65K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.3% | 2,173 | $61K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -46.9% | 2,157 | $60K |
| Evolution Advisers, Inc. | 0.03% | Reduce -0.6% | 2,144 | $59K |
| Costello Asset Management, INC | 0.02% | Reduce -30.0% | 2,064 | $58K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $57K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | No change | 2,000 | $56K |
| Bogart Wealth, LLC | 0.00% | Reduce -95.5% | 1,938 | $54K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.2% | 1,928 | $54K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,886 | $53K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 1,652 | $46K |
| McIlrath & Eck, LLC | 0.00% | Add +0.1% | 1,618 | $45K |
| First Horizon Corp. | 0.00% | — | 1,602 | $45K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,588 | $44K |
| Integrity Financial Corp | 0.02% | No change | 1,576 | $44K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +5.2% | 1,409 | $39K |
| Breakwater Investment Management | 0.01% | No change | 1,404 | $39K |
| Sound Income Strategies, LLC | 0.00% | Reduce -50.7% | 1,376 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 1,319 | $37K |
| Motco | 0.00% | Reduce -16.1% | 1,277 | $36K |
| Fifth Third Bancorp | 0.00% | Add +46.0% | 1,273 | $36K |
| Rossby Financial, LCC | 0.01% | Reduce -0.3% | 1,246 | $35K |
| Morling Financial Advisors, LLC | 0.01% | Add +0.1% | 1,201 | $34K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 1,200 | $33K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $33K |
| Hoey Investments, Inc. | 0.00% | No change | 1,157 | $32K |
| Kiker Wealth Management, LLC | 0.02% | New | 1,121 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -52.2% | 1,101 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -1.4% | 1,110 | $31K |
| Adirondack Trust Co. | 0.01% | Add +109.7% | 1,099 | $31K |
| Barclays PLC | 0.00% | No change | 1,072 | $30K |
| JDM Financial Group LLC | 0.01% | Reduce -5.3% | 1,069 | $30K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 1,064 | $30K |
| Godsey & Gibb, Inc. | 0.00% | New | 1,010 | $28K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 1,006 | $28K |
| Accredited Wealth Management, LLC | 0.02% | Add +783.2% | 8,850 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $28K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.4% | 968 | $27K |
| Islay Capital Management, LLC | 0.01% | No change | 900 | $25K |
| ORG Partners LLC | 0.00% | No change | 870 | $24K |
| Alpine Bank Wealth Management | 0.00% | No change | 870 | $24K |
| Qube Research & Technologies Ltd | 0.00% | Add +56.8% | 867 | $24K |
| Guerra Advisors Inc | 0.01% | New | 836 | $23K |
| Tsfg, LLC | 0.00% | No change | 810 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -26.1% | 840 | $23K |
| PFS Partners, LLC | 0.01% | New | 818 | $23K |
| Glassman Wealth Services | 0.00% | No change | 808 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -70.8% | 800 | $22K |
| Keystone Financial Group, Inc. | 0.01% | Add +0.4% | 783 | $22K |
| Wealth Watch Advisors, INC | 0.01% | New | 782 | $22K |
| Roxbury Financial LLC | 0.02% | Add +14.8% | 776 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | Add +18.4% | 772 | $22K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 764 | $21K |
| Franklin Resources Inc. | 0.00% | No change | 742 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.4% | 730 | $20K |
| Independence Bank of Kentucky | 0.00% | No change | 726 | $20K |
| Crewe Advisors LLC | 0.00% | No change | 708 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 688 | $19K |
| Grey Ledge Advisors, LLC | 0.00% | Reduce -46.5% | 688 | $19K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 696 | $19K |
| Bokf, NA | 0.00% | Add +2729.2% | 679 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 648 | $18K |
| Dagco, Inc. | 0.00% | No change | 642 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 624 | $17K |
| Kilter Group LLC | 0.01% | Reduce -1.1% | 622 | $17K |
| Angeles Wealth Management, LLC | 0.00% | No change | 610 | $17K |
| First Financial Corp. | 0.01% | No change | 596 | $17K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 562 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 532 | $15K |
| PDS Planning, Inc | 0.00% | Reduce -70.0% | 518 | $14K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -9.0% | 508 | $14K |
| Toth Financial Advisory Corp. | 0.00% | New | 504 | $14K |
| Simplex Trading, LLC | 0.00% | New | 520 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $14K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 496 | $14K |
| Strategic Advocates LLC | 0.00% | New | 468 | $13K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -95.7% | 442 | $12K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -41.6% | 428 | $12K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.5% | 428 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $11K |
| Archer Investment Corp | 0.00% | Add +0.3% | 390 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $11K |
| Team Financial Group, LLC | 0.00% | Add +0.3% | 376 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 370 | $10K |
| American National Bank & Trust | 0.00% | No change | 366 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $10K |
| Orion Capital Management LLC | 0.00% | No change | 348 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 324 | $9K |
| Hemington Wealth Management | 0.00% | No change | 292 | $8K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 284 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 280 | $8K |
| NWK Group, Inc. | 0.00% | No change | 278 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 270 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 264 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +222.4% | 245 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -78.6% | 222 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -65.7% | 222 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 212 | $6K |
| Midwest Capital Advisors, LLC | 0.00% | New | 210 | $6K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 202 | $6K |
| 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 | $5K |
| Horizon Investments, LLC | 0.00% | New | 169 | $5K |
| FSA Wealth Management LLC | 0.00% | Add +0.6% | 167 | $5K |
| Decker Retirement Planning Inc. | 0.00% | Add +328.9% | 163 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 160 | $4K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -66.8% | 160 | $4K |
| Binnacle Investments Inc | 0.00% | No change | 156 | $4K |
| City State Bank | 0.00% | No change | 150 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 137 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 126 | $4K |
| North Capital, Inc. | 0.00% | Add +1.6% | 126 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 116 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $3K |
| Group One Trading LLC | 0.00% | New | 100 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 98 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 91 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 85 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.8% | 82 | $2K |
| Graney & King, LLC | 0.00% | Add +1.3% | 77 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 72 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 72 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -66.5% | 59 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 93 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 76 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +1900.0% | 60 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | — | 58 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 53 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 52 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 52 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 45 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $1K |
| Beacon Capital Management, Inc. | 0.00% | No change | 40 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 23 | $1K |
| IAG Wealth Partners, LLC | 0.00% | No change | 30 | $837 |
| HFM Investment Advisors, LLC | 0.00% | No change | 27 | $743 |
| Compass Financial Services Inc | 0.00% | Reduce -98.7% | 20 | $560 |
| Crews Bank & Trust | 0.00% | New | 20 | $558 |
| Global Trust Asset Management, LLC | 0.00% | No change | 16 | $446 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 1 | $25 |
"% 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.