Schwab US Small-Cap ETFSCHAETF
13F holders, Q4 2025 (December 31)1,244holders +76
68new positions
55sold out
5famous investors
$28.62avg. 13F price*
At the end of Q4 2025, 1,244 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 76 from Q3 2025. 68 opened new positions and 55 sold out. The largest holders were Empower Advisory Group, LLC ($969.0M), Bank of America Corp. ($493.1M) and Sei Investments Co. ($420.3M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Small-Cap ETF
- CUSIP
- 808524607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $55.3M |
| Exits | 55 | $54.7M |
All 13F filers, Q3 2025 → Q4 2025: 15,207,364 shares bought and 8,743,081 shares sold, net +6,464,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,244 holders
| Empower Advisory Group, LLC | 2.62% | Reduce -0.5% | 34,024,368 | $969.0M |
| Bank of America Corp. | 0.04% | Add +0.2% | 17,314,071 | $493.1M |
| Sei Investments Co. | 0.41% | Add +0.5% | 14,759,141 | $420.3M |
| Creative Planning | 0.14% | Add +45.1% | 6,787,631 | $193.3M |
| RMG Wealth Management LLC | 21.10% | Add +256.3% | 5,077,410 | $162.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.0% | 5,502,072 | $156.7M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -3.1% | 4,841,126 | $137.9M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -3.1% | 4,406,361 | $130.9M |
| UBS Group AG | 0.02% | Reduce -1.8% | 4,023,443 | $114.6M |
| Advisory Alpha, LLC | 3.08% | Reduce -1.2% | 3,976,304 | $113.2M |
| Cerity Partners LLC | 0.16% | Reduce -0.5% | 3,757,082 | $107.0M |
| Mariner, LLC | 0.10% | Add +2.4% | 2,911,311 | $82.9M |
| LPL Financial LLC | 0.02% | Add +7.7% | 2,648,617 | $75.4M |
| Steele Capital Management, Inc. | 2.78% | Add +0.7% | 2,273,570 | $64.8M |
| Vantagepoint Investment Advisers LLC | 0.50% | Add +3.3% | 2,161,373 | $61.6M |
| Mercer Global Advisors Inc. | 0.09% | Add +3.0% | 2,123,561 | $61.1M |
| Moneta Group Investment Advisors LLC | 0.42% | Reduce -0.1% | 1,955,282 | $55.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -38.6% | 1,844,907 | $52.5M |
| Sims Investment Management, LLC | 18.43% | Reduce -1.4% | 1,831,359 | $52.2M |
| Morgan Stanley | 0.00% | Reduce -9.0% | 1,752,530 | $49.9M |
| New York Life Investment Management LLC | 0.42% | Add +28.1% | 1,730,408 | $49.3M |
| Betterment LLC | 0.09% | Add +10.7% | 1,696,751 | $48.3M |
| 93 Financial Group, LLC | 20.69% | — | 1,668,160 | $47.5M |
| CoreCap Advisors, LLC | 1.58% | Add +7.3% | 1,587,331 | $45.2M |
| Golden Reserve Retirement LLC | 8.28% | Add +17.9% | 1,574,202 | $44.8M |
| Osaic Holdings, Inc. | 0.07% | Add +8.3% | 1,571,713 | $44.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.3% | 1,565,726 | $44.6M |
| Savant Capital, LLC | 0.25% | Reduce -6.3% | 1,516,700 | $43.2M |
| Gemmer Asset Management LLC | 3.31% | Add +14.5% | 1,511,541 | $43.0M |
| Corient Private Wealth LP | 0.06% | Add +9.0% | 1,486,191 | $42.3M |
| Jones Financial Companies LLLP | 0.03% | Add +10.6% | 1,471,739 | $41.9M |
| Focus Partners Wealth | 0.05% | Add +9.3% | 1,412,043 | $40.2M |
| Kohmann Bosshard Financial Services, LLC | 3.53% | Add +3.3% | 1,358,196 | $38.7M |
| Mokosak Advisory Group, LLC | 8.70% | Add +2.5% | 1,217,796 | $34.7M |
| Rainey & Randall Wealth Advisors Inc. | 5.53% | Reduce -1.4% | 1,189,818 | $33.9M |
| Cetera Investment Advisers | 0.04% | Add +4.0% | 1,183,339 | $33.7M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -1.2% | 1,105,981 | $31.5M |
| Captrust Financial Advisors | 0.06% | Add +10.3% | 1,084,009 | $30.9M |
| BlueSky Wealth Advisors, LLC | 3.75% | Add +1.3% | 997,412 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +17.7% | 984,253 | $28.0M |
| Noble Family Wealth, LLC | 5.88% | Add +0.3% | 979,845 | $27.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.8% | 971,658 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.1% | 960,590 | $27.4M |
| ForthRight Wealth Management, LLC | 7.79% | Add +1.0% | 951,024 | $27.1M |
| TruNorth Capital Management, LLC | 5.04% | Add +1.5% | 931,742 | $26.5M |
| Summit Financial Strategies, Inc. | 2.14% | Reduce -8.6% | 912,824 | $26.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 865,931 | $24.7M |
| Dynamic Advisor Solutions LLC | 0.79% | Reduce -10.0% | 865,516 | $24.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +3.1% | 853,528 | $24.3M |
| Legacy Wealth Management, LLC | 1.39% | Reduce -5.0% | 846,199 | $24.1M |
| FIDELIS iM, LLC | 9.10% | Add +409.7% | 822,969 | $23.4M |
| Chicago Partners Investment Group LLC | 0.58% | Add +10.2% | 764,320 | $23.3M |
| Joule Financial, LLC | 6.85% | Reduce -3.0% | 802,607 | $22.9M |
| Charles Schwab Trust Co | 1.47% | Add +4.9% | 782,784 | $22.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -7.8% | 762,910 | $21.7M |
| Johnson Investment Counsel Inc. | 0.18% | Add +8.1% | 761,887 | $21.7M |
| White & Co Financial Planning Inc | 15.69% | Reduce -0.0% | 736,798 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 728,641 | $20.8M |
| Visionary Wealth Advisors | 0.93% | Add +1.8% | 724,003 | $20.6M |
| Old National Bancorp | 0.34% | Add +2.3% | 717,991 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +14.7% | 717,410 | $20.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +10.2% | 717,103 | $20.4M |
| Strategic Financial Planning, Inc. | 11.41% | Reduce -5.1% | 704,165 | $20.1M |
| Ascension Capital Advisors, Inc. | 6.84% | Add +13.4% | 700,423 | $19.9M |
| Sage Financial Group Inc. | 1.31% | Reduce -0.5% | 694,510 | $19.8M |
| Waterford Advisors, LLC | 7.51% | Reduce -1.5% | 674,601 | $19.2M |
| Merit Financial Group, LLC | 0.15% | Add +45.9% | 636,337 | $18.1M |
| Bangor Savings Bank | 1.42% | Reduce -0.5% | 619,041 | $17.6M |
| Clearwater Capital Advisors, LLC | 1.45% | Add +0.7% | 612,302 | $17.4M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +105.6% | 597,919 | $17.0M |
| ZynergyRetirementPlanningLLC | 10.24% | Add +1.8% | 582,311 | $16.6M |
| Summit Wealth & Retirement Planning, Inc. | 3.89% | Add +0.5% | 580,460 | $16.5M |
| Main Street Financial Solutions, LLC | 1.22% | Reduce -5.3% | 571,325 | $16.3M |
| Modern Wealth Management, LLC | 0.29% | Reduce -1.3% | 561,987 | $16.0M |
| Matrix Trust Co | 2.59% | Add +1.5% | 549,934 | $15.7M |
| RKL Wealth Management LLC | 1.25% | Reduce -0.8% | 534,449 | $15.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +11.1% | 513,395 | $14.6M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -4.4% | 498,581 | $14.2M |
| St. Louis Trust Co | 1.61% | Reduce -0.8% | 493,923 | $14.1M |
| Seneca Financial Advisors LLC | 4.12% | Add +8.8% | 475,187 | $13.5M |
| IMA Advisory Services, Inc. | 1.28% | Add +1.1% | 469,627 | $13.4M |
| MAI Capital Management | 0.07% | Add +4.7% | 454,010 | $12.9M |
| North Star Asset Management Inc. | 0.52% | Add +0.4% | 451,992 | $12.9M |
| Lido Advisors, LLC | 0.05% | Add +1.1% | 450,761 | $12.8M |
| HHM Wealth Advisors, LLC | 1.50% | Add +7.8% | 445,699 | $12.7M |
| Appleton Partners Inc. | 0.82% | Reduce -0.8% | 438,247 | $12.5M |
| Waverly Advisors, LLC | 0.10% | Reduce -16.1% | 436,454 | $12.4M |
| MML Investors Services, LLC | 0.03% | Reduce -0.4% | 434,554 | $12.4M |
| St. Johns Investment Management Company, LLC | 5.15% | Add +0.3% | 433,344 | $12.3M |
| Focus Financial Network, Inc. | 0.42% | Reduce -1.2% | 427,775 | $12.2M |
| Tidal Investments LLC | 0.05% | New | 420,894 | $12.0M |
| US Bancorp \de | 0.01% | Add +0.4% | 420,148 | $12.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.07% | Add +0.1% | 417,570 | $11.9M |
| Strategic Family Wealth Counselors, L.L.C. | 2.63% | Add +3.6% | 388,298 | $11.7M |
| Lutz Financial Services LLC | 0.79% | Reduce -1.1% | 408,365 | $11.6M |
| Tiller Private Wealth, Inc. | 4.08% | Reduce -7.6% | 403,024 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.3% | 402,624 | $11.5M |
| Tradition Wealth Management, LLC | 0.81% | Reduce -1.3% | 397,930 | $11.3M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -2.5% | 393,300 | $11.2M |
| American Financial Advisors, LLC | 1.44% | Add +5.5% | 392,503 | $11.2M |
| Essex LLC | 1.97% | Add +1.5% | 390,033 | $11.1M |
| Missouri Trust & Investment Co | 3.24% | Reduce -0.7% | 388,018 | $11.1M |
| Sightline Wealth Advisors, LLC | 4.59% | Reduce -2.2% | 378,123 | $10.8M |
| Fort Point Capital Partners LLC | 1.27% | Add +0.2% | 342,149 | $10.5M |
| Amicus Financial Advisors, LLC | 2.90% | — | 365,100 | $10.4M |
| Courage Miller Partners, LLC | 3.12% | Reduce -3.0% | 363,985 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -14.3% | 362,723 | $10.3M |
| BCS Wealth Management | 1.03% | Add +84.3% | 359,359 | $10.2M |
| Texas Yale Capital Corp. | 0.31% | Add +25.1% | 359,164 | $10.2M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 348,894 | $9.9M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -50.7% | 336,115 | $9.6M |
| Whittier Trust Co. | 0.10% | Reduce -0.7% | 319,994 | $9.5M |
| Midwest Trust Co | 0.12% | Add +0.0% | 329,286 | $9.4M |
| Diversify Wealth Management, LLC | 0.44% | Add +0.8% | 309,841 | $9.3M |
| Brand Asset Management Group, Inc. | 2.60% | Reduce -0.2% | 327,017 | $9.3M |
| Curbstone Financial Management Corp | 1.76% | Add +1.8% | 322,202 | $9.2M |
| Creekside Partners | 3.85% | Add +7.2% | 319,684 | $9.1M |
| Sunbelt Securities, Inc. | 0.60% | Add +7.6% | 317,891 | $9.1M |
| Alliance Wealth Management Group | 1.97% | Reduce -15.6% | 315,966 | $9.0M |
| Towercrest Capital Management | 1.42% | Reduce -15.6% | 315,966 | $9.0M |
| FMR LLC | 0.00% | Add +10.0% | 313,816 | $8.9M |
| Patriot Investment Management Group, Inc. | 0.56% | Reduce -1.7% | 311,162 | $8.9M |
| Morris Financial Concepts, Inc. | 3.08% | Add +2.9% | 308,991 | $8.8M |
| Salem Investment Counselors Inc. | 0.24% | Add +2.6% | 304,128 | $8.7M |
| Whittier Trust Co. of Nevada Inc. | 0.18% | Add +2.6% | 289,605 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.41% | Reduce -1.8% | 299,884 | $8.5M |
| Athena Investment Management | 4.37% | Reduce -0.9% | 299,745 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -0.5% | 296,514 | $8.4M |
| Bleakley Financial Group, LLC | 0.15% | Add +6.9% | 296,326 | $8.4M |
| Curi Capital, LLC | 0.15% | Add +0.3% | 293,606 | $8.4M |
| HB Wealth Management, LLC | 0.05% | Add +0.1% | 288,149 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Add +944.5% | 287,178 | $8.2M |
| Bouchey Financial Group, Ltd. | 0.61% | Reduce -1.4% | 285,831 | $8.1M |
| Fortis Capital Management LLC | 1.08% | Add +45.6% | 284,653 | $8.1M |
| Compass Financial Group, INC | 1.15% | Add +2.7% | 283,587 | $8.1M |
| Kavar Capital Partners Group, LLC | 1.05% | Add +2.5% | 268,672 | $7.7M |
| Horizon Financial Services, LLC | 3.41% | Add +1.4% | 262,982 | $7.5M |
| Cannon Capital Management, Inc. | 6.50% | — | 259,359 | $7.4M |
| Marshall Wace, LLP | 0.01% | New | 257,239 | $7.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -7.8% | 254,538 | $7.2M |
| Marquette Asset Management, LLC | 1.07% | Reduce -0.4% | 254,476 | $7.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.26% | Reduce -0.3% | 251,902 | $7.2M |
| Stevens Capital Partners | 1.87% | Add +14.6% | 251,171 | $7.2M |
| Asset Dedication, LLC | 0.47% | Reduce -0.6% | 250,924 | $7.1M |
| Tortoise Investment Management, LLC | 0.62% | Add +2.6% | 249,586 | $7.1M |
| Meeder Advisory Services, Inc. | 0.30% | Add +7.2% | 248,521 | $7.1M |
| Bell Investment Advisors, Inc | 1.11% | Reduce -1.0% | 246,052 | $7.0M |
| Asset Management Group, Inc. | 1.13% | Reduce -4.1% | 245,164 | $7.0M |
| Friedenthal Financial | 3.59% | Reduce -4.9% | 244,365 | $7.0M |
| Monetary Solutions, Ltd | 6.81% | — | 242,588 | $6.9M |
| Black Diamond Financial, LLC | 0.72% | Reduce -3.5% | 238,297 | $6.8M |
| Arnold Financial Planning LLC | 6.98% | — | 237,749 | $6.8M |
| Debussy Capital Management LP | 0.92% | Add +0.3% | 237,611 | $6.8M |
| Gill Capital Partners, LLC | 2.05% | Reduce -0.9% | 236,864 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 236,127 | $6.7M |
| Victrix Investment Advisors | 2.59% | New | 235,228 | $6.7M |
| Allworth Financial LP | 0.03% | Add +3.2% | 233,450 | $6.6M |
| Meridian Wealth Management, LLC | 0.23% | Reduce -0.8% | 232,178 | $6.6M |
| Mather Group, Llc. | 0.07% | Add +0.0% | 230,882 | $6.6M |
| Arax Advisory Partners | 0.19% | New | 228,526 | $6.5M |
| Integrated Advisors Network LLC | 0.28% | Reduce -10.3% | 222,800 | $6.3M |
| Bernard Wealth Management Corp. | 2.54% | Add +0.2% | 219,391 | $6.2M |
| KRM Wealth Management L.L.C. | 3.43% | — | 219,354 | $6.2M |
| EP Wealth Advisors, LLC | 0.03% | — | 213,232 | $6.1M |
| Meridian Management Co. | 1.48% | Reduce -2.7% | 210,087 | $6.0M |
| Womack Financial LLC | 4.39% | Add +0.1% | 208,737 | $5.9M |
| Family Legacy Financial Solutions, LLC | 4.58% | Reduce -3.4% | 208,431 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.1% | 207,609 | $5.9M |
| Lodestar Private Asset Management LLC | 0.59% | Add +1.3% | 207,560 | $5.9M |
| Fifth Third Securities, Inc. | 0.39% | Add +1.5% | 206,835 | $5.9M |
| Chilton Capital Management LLC | 0.20% | Add +0.0% | 205,850 | $5.9M |
| Floyd Financial Group LLC | 3.95% | Add +3.4% | 188,919 | $5.8M |
| Cwm, LLC | 0.02% | Add +2.1% | 204,969 | $5.8M |
| Garde Capital, Inc. | 0.34% | Reduce -4.8% | 203,489 | $5.8M |
| Orgel Wealth Management, LLC | 0.13% | Reduce -0.4% | 202,769 | $5.8M |
| Wilkins Miller Wealth Management, LLC | 3.40% | Add +9.6% | 200,705 | $5.7M |
| Guerra Pan Advisors, LLC | 3.39% | Reduce -0.1% | 200,517 | $5.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.64% | Add +1.5% | 198,536 | $5.7M |
| Meriwether Wealth & Planning, LLC | 3.15% | New | 195,943 | $5.6M |
| IFP Advisors, Inc | 0.12% | Reduce -0.1% | 194,014 | $5.5M |
| Powers Advisory Group, LLC | 2.05% | Add +1.5% | 191,484 | $5.5M |
| Cambridge Financial Group, LLC | 1.89% | Add +6.5% | 204,168 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Add +61.6% | 190,979 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Reduce -1.0% | 190,648 | $5.4M |
| Integrity Advisory Solutions, LLC | 0.78% | Add +8.6% | 190,122 | $5.4M |
| Davis Capital Management | 3.70% | Add +2.0% | 188,586 | $5.4M |
| Modera Wealth Management, LLC | 0.06% | Reduce -3.1% | 188,156 | $5.4M |
| Compound Planning, Inc. | 0.16% | Reduce -3.0% | 187,268 | $5.3M |
| James J. Burns & Company, LLC | 0.73% | Reduce -0.3% | 186,773 | $5.3M |
| Ballast Advisors LLC | 1.45% | Add +1.4% | 184,870 | $5.3M |
| Nikulski Financial, Inc. | 1.25% | Reduce -5.9% | 184,249 | $5.2M |
| Cutler Investment Counsel LLC | 0.54% | Add +0.4% | 182,517 | $5.2M |
| NWM Advisors, LLC | 4.50% | — | 181,744 | $5.2M |
| Opus Capital Group, LLC | 0.56% | Add +0.3% | 181,580 | $5.2M |
| Blue Bell Private Wealth Management, LLC | 0.75% | Reduce -2.1% | 179,862 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Add +5.2% | 179,483 | $5.1M |
| K2 Financial Inc. | 3.95% | Add +3.9% | 171,073 | $5.1M |
| Arbor Trust Wealth Advisors, LLC | 2.23% | Reduce -5.7% | 178,696 | $5.1M |
| Chesapeake Wealth Management | 1.51% | Add +2.1% | 177,738 | $5.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +3.2% | 177,271 | $5.0M |
| Mission Wealth Management, LP | 0.10% | Reduce -8.0% | 176,874 | $5.0M |
| Plancorp, LLC | 0.15% | Reduce -0.4% | 174,728 | $5.0M |
| Evergreen Capital Management LLC | 0.11% | Reduce -9.2% | 173,223 | $4.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.4% | 171,185 | $4.9M |
| Anchor Investment Management, LLC | 0.39% | Reduce -0.2% | 169,200 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.9% | 169,055 | $4.8M |
| Farther Finance Advisors, LLC | 0.05% | Add +106.3% | 168,794 | $4.8M |
| Values Added Financial LLC | 2.03% | Reduce -0.8% | 168,704 | $4.8M |
| Capital Analysts, LLC | 0.13% | Reduce -6.3% | 166,710 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -32.3% | 166,046 | $4.7M |
| Upper Left Wealth Management, LLC | 2.87% | Add +1.4% | 165,081 | $4.7M |
| Asset Allocation Strategies LLC | 0.87% | Add +5.3% | 164,467 | $4.7M |
| Certior Financial Group, LLC | 3.19% | Add +4.0% | 164,273 | $4.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +22.0% | 161,143 | $4.6M |
| PFG Advisors | 0.22% | Add +158.9% | 160,145 | $4.6M |
| FF Advisors,LLC | 2.02% | Add +0.9% | 158,959 | $4.5M |
| AQR Capital Management | 0.00% | Add +8.8% | 154,959 | $4.4M |
| CFG Wealth Management Services, Inc. | 4.12% | — | 153,300 | $4.4M |
| Councilor Wealth, LLC | 2.06% | Reduce -1.8% | 153,028 | $4.4M |
| Downshift Financial, LLC | 2.67% | — | 145,214 | $4.3M |
| WBH Advisory Inc. | 0.32% | Add +4.9% | 149,589 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -54.3% | 148,381 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.1% | 148,189 | $4.2M |
| Wealthspire Retirement, LLC | 0.25% | Reduce -2.1% | 146,334 | $4.2M |
| Rinkey Investments | 1.06% | Reduce -0.8% | 146,310 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +87.2% | 146,147 | $4.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.00% | Reduce -83.7% | 7,211 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.24% | Reduce -3.1% | 135,147 | $4.1M |
| J. Derek Lewis & Associates Inc. | 0.96% | — | 144,171 | $4.1M |
| IFS Advisors, LLC | 2.13% | Add +175.5% | 144,011 | $4.1M |
| Wealth Architects, LLC | 0.37% | Reduce -0.2% | 143,320 | $4.1M |
| Lighthouse Wealth Management Inc. | 2.78% | Add +0.4% | 142,840 | $4.1M |
| Churchill Financial Advisors, LLC | 1.24% | — | 142,717 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +22.0% | 141,544 | $4.0M |
| Leisure Capital Management | 1.33% | Reduce -2.8% | 141,376 | $4.0M |
| Gordian Advisors LLC | 2.66% | Reduce -0.2% | 140,765 | $4.0M |
| Cornerstone Advisors Asset Management, LLC | 0.64% | Reduce -1.1% | 138,569 | $3.9M |
| Global Strategic Investment Solutions, LLC | 0.39% | Reduce -2.3% | 138,318 | $3.9M |
| Liberty Capital Management, Inc. | 0.72% | Add +1.8% | 136,577 | $3.9M |
| Abound Wealth Management | 0.91% | Add +0.5% | 135,832 | $3.9M |
| Outfitters Financial LLC | 3.03% | Reduce -0.0% | 135,191 | $3.9M |
| Koshinski Asset Management, Inc. | 0.25% | Reduce -6.1% | 135,151 | $3.8M |
| Meramec Financial Planners, LLC | 1.50% | — | 124,345 | $3.8M |
| DHJJ Financial Advisors, Ltd. | 1.27% | Reduce -0.6% | 133,924 | $3.8M |
| Cahill Financial Advisors Inc. | 0.41% | Reduce -5.0% | 132,523 | $3.8M |
| Perigon Wealth Management, LLC | 0.07% | Add +0.6% | 131,033 | $3.7M |
| Embree Financial Group | 0.46% | Reduce -6.8% | 130,449 | $3.7M |
| Frisco Financial Planning LLC | 3.05% | Add +3.3% | 128,171 | $3.7M |
| Valpey Financial Services, LLC | 2.32% | Reduce -2.1% | 127,765 | $3.6M |
| Sensible Money, LLC | 1.16% | Add +8.8% | 127,722 | $3.6M |
| Patten & Patten Inc. | 0.21% | Add +1.1% | 127,666 | $3.6M |
| Newman Dignan & Sheerar, Inc. | 0.76% | Reduce -1.4% | 127,552 | $3.6M |
| Diligent Investors, LLC | 0.89% | Reduce -5.0% | 126,562 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +38.2% | 125,816 | $3.6M |
| Tradewinds Capital Management, LLC | 0.76% | Add +2.6% | 125,767 | $3.6M |
| United Advisor Group, LLC | 0.46% | Add +9.2% | 125,415 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Reduce -3.1% | 125,411 | $3.6M |
| Csenge Advisory Group | 0.16% | Add +7.4% | 124,935 | $3.6M |
| Gleason Group, Inc. | 0.35% | Add +6.8% | 124,799 | $3.6M |
| Broadleaf Partners, LLC | 0.75% | Add +0.1% | 124,272 | $3.5M |
| Destination Wealth Management | 0.09% | Reduce -1.7% | 123,600 | $3.5M |
| Community Bank, N.A. | 0.41% | Reduce -1.6% | 123,224 | $3.5M |
| Cornerstone Wealth Group, LLC | 0.24% | Reduce -21.6% | 122,145 | $3.5M |
| Vise Technologies, Inc. | 0.07% | Add +44.3% | 120,923 | $3.4M |
| Wealth Enhancement Trust Services, Inc. | 0.43% | — | 120,662 | $3.4M |
| John Boyer, Inc. | 3.46% | Add +0.3% | 119,153 | $3.4M |
| Next Capital Management LLC | 1.09% | Add +1.5% | 119,142 | $3.4M |
| Koesten, Hirschmann & Crabtree, INC. | 1.66% | Reduce -6.3% | 118,805 | $3.4M |
| AlphaCore Capital LLC | 0.08% | Add +1.3% | 118,552 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.4% | 118,494 | $3.4M |
| Pittenger & Anderson Inc. | 0.13% | Reduce -16.4% | 118,394 | $3.4M |
| Valley National Advisers Inc. | 0.47% | Add +0.7% | 118,380 | $3.4M |
| Triangle Securities Wealth Management | 0.70% | Add +1.3% | 116,956 | $3.3M |
| HBK Sorce Advisory LLC | 0.08% | Add +0.5% | 106,835 | $3.3M |
| Boltwood Capital Management | 0.85% | Add +1.1% | 114,620 | $3.3M |
| Cynosure Group, LLC | 0.33% | Add +8.5% | 113,827 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +8.4% | 112,932 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 1.30% | Reduce -1.6% | 112,022 | $3.2M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | Reduce -4.5% | 111,632 | $3.2M |
| Vision Capital Management, Inc. | 0.38% | Reduce -2.3% | 109,740 | $3.1M |
| Lee Financial Co | 0.42% | Add +0.9% | 109,709 | $3.1M |
| World Investment Advisors | 0.05% | Add +82.9% | 109,686 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 108,159 | $3.1M |
| Sykon Capital LLC | 0.99% | Add +2.6% | 108,112 | $3.1M |
| Smith Thornton Advisors LLC | 1.55% | Add +1.8% | 106,844 | $3.0M |
| Foster Group, Inc. | 0.09% | Add +2.7% | 106,529 | $3.0M |
| Global Retirement Partners, LLC | 0.05% | Add +99.4% | 106,080 | $3.0M |
| Moneywise, Inc. | 1.25% | Reduce -23.0% | 105,777 | $3.0M |
| Arcataur Capital Management LLC | 0.86% | Reduce -2.2% | 105,424 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -2.7% | 105,321 | $3.0M |
| Creegan & Nassoura Financial Group, LLC | 1.94% | Reduce -3.0% | 104,732 | $3.0M |
| Accelerate Investment Advisors LLC | 2.01% | Add +4.6% | 104,676 | $3.0M |
| Phillips Financial Management, LLC | 0.19% | Reduce -9.7% | 104,437 | $3.0M |
| Elser Financial Planning, Inc | 2.15% | Reduce -2.6% | 104,335 | $3.0M |
| NBT Bank, N.A. | 0.19% | Reduce -2.3% | 82,687 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.29% | Reduce -48.6% | 104,054 | $3.0M |
| Element Wealth, LLC | 1.22% | Reduce -0.7% | 103,398 | $2.9M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -1.3% | 103,379 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.49% | Add +0.2% | 103,340 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +174.7% | 102,103 | $2.9M |
| WealthShield Partners, LLC | 0.32% | Reduce -3.3% | 101,322 | $2.9M |
| Phil A. Younker & Associates, Ltd. | 2.01% | Add +16.0% | 101,187 | $2.9M |
| Citizens Financial Group Inc. | 0.04% | Add +0.1% | 100,626 | $2.9M |
| Summit Financial, LLC | 0.04% | Reduce -1.2% | 100,591 | $2.9M |
| Harbor Group, Inc. | 0.43% | Reduce -3.4% | 99,913 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +28.3% | 99,025 | $2.8M |
| Guardian Financial Partners, LLC | 1.18% | Add +4.1% | 98,296 | $2.8M |
| 1834 Investment Advisors Co. | 0.35% | Reduce -4.8% | 97,500 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.30% | Reduce -1.9% | 96,807 | $2.8M |
| Sunburst Financial Group, LLC | 0.56% | Reduce -2.2% | 96,533 | $2.7M |
| First Growth Capital LLC | 2.40% | — | 87,861 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.27% | Reduce -2.2% | 91,365 | $2.7M |
| ProVise Management Group, LLC | 0.19% | Reduce -2.0% | 94,334 | $2.7M |
| Investors Research Corp | 0.49% | Reduce -0.3% | 93,859 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +2.5% | 92,692 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -12.4% | 92,615 | $2.6M |
| Ironwood Wealth Management, LLC. | 0.77% | Reduce -0.4% | 92,079 | $2.6M |
| Advisor OS, LLC | 0.21% | Add +46.6% | 91,516 | $2.6M |
| Eagle Harbor Asset Management Inc. | 2.15% | Reduce -1.6% | 91,338 | $2.6M |
| Northeast Financial Group, Inc. | 0.65% | Add +14.1% | 90,520 | $2.6M |
| Centerpoint Advisors, LLC | 0.79% | Add +0.0% | 90,006 | $2.6M |
| MADDEN SECURITIES Corp | 0.78% | Reduce -0.3% | 89,770 | $2.6M |
| Revolve Wealth Partners, LLC | 0.30% | Reduce -0.2% | 89,210 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +6.6% | 89,057 | $2.5M |
| L.K. Benson & Company, P.C. | 1.27% | Add +0.1% | 88,858 | $2.5M |
| Breachway Investments LLC | 2.66% | — | 88,483 | $2.5M |
| Comerica Bank | 0.01% | Add +0.9% | 88,022 | $2.5M |
| Murphy & Mullick Capital Management Corp | 1.79% | Reduce -1.4% | 87,317 | $2.5M |
| Serenity Investment Advisors | 1.45% | — | 83,099 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.6% | 87,055 | $2.5M |
| Independent Solutions Wealth Management, LLC | 0.46% | Add +1.9% | 87,025 | $2.5M |
| Firestone Capital Management | 0.53% | Add +5.0% | 86,954 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -38.3% | 86,748 | $2.5M |
| Winthrop Capital Management, LLC | 0.57% | Reduce -7.6% | 86,463 | $2.5M |
| McAdam, LLC | 0.11% | Reduce -1.7% | 86,251 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.88% | Reduce -3.4% | 85,566 | $2.4M |
| Juno Financial Group LLC | 0.97% | — | 85,168 | $2.4M |
| Dorato Capital Management | 1.81% | — | 79,852 | $2.4M |
| FSM Wealth Advisors, LLC | 0.33% | Reduce -13.9% | 84,604 | $2.4M |
| Midwestern Financial, LLC | 1.97% | Add +15.3% | 83,713 | $2.4M |
| IF Advisors, LLC | 1.92% | — | 83,153 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -40.2% | 82,975 | $2.4M |
| Larson Financial Group LLC | 0.08% | Reduce -5.6% | 82,699 | $2.4M |
| Savvy Advisors, Inc. | 0.08% | Add +2.4% | 82,430 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -19.7% | 81,516 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.8% | 80,959 | $2.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.97% | Add +13.6% | 80,738 | $2.3M |
| Aspen Investment Management Inc | 0.69% | Add +0.9% | 80,611 | $2.3M |
| Code Waechter LLC | 1.47% | Reduce -0.3% | 80,391 | $2.3M |
| Consilium Wealth Advisory, LLC | 0.84% | Reduce -0.1% | 80,138 | $2.3M |
| Allen Capital Group, LLC | 0.21% | Add +7.3% | 79,695 | $2.3M |
| Columbus Macro, LLC | 0.25% | Add +4.3% | 79,447 | $2.3M |
| Caprock Group, LLC | 0.05% | Reduce -20.3% | 79,343 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.22% | Reduce -0.9% | 79,140 | $2.3M |
| American Investment Services, Inc. | 0.52% | Reduce -1.0% | 78,428 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.1% | 78,138 | $2.2M |
| Bluestem Financial Advisors, LLC | 0.86% | Reduce -3.6% | 77,800 | $2.2M |
| Sage Financial Management Group, Inc. | 0.67% | Add +0.7% | 77,218 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 75,733 | $2.2M |
| Compass Advisory Group LLC | 0.58% | Reduce -0.5% | 75,538 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +125.8% | 75,157 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.5% | 75,110 | $2.1M |
| Wealth Group Ltd | 0.48% | Reduce -3.1% | 75,030 | $2.1M |
| CDKV Holdings LLC | 1.75% | — | 73,273 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Add +141.8% | 73,174 | $2.1M |
| JFS Wealth Advisors, LLC | 0.12% | Add +2.5% | 72,841 | $2.1M |
| Venture Visionary Partners LLC | 0.07% | Add +1.6% | 72,516 | $2.1M |
| Denver PWM, LLC | 0.69% | No change | 81,482 | $2.1M |
| Whelan Financial | 0.64% | Reduce -0.5% | 72,325 | $2.1M |
| Smithbridge Asset Management Inc. | 0.18% | Add +97.2% | 72,216 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -2.1% | 71,534 | $2.0M |
| SWS Partners | 0.49% | Reduce -0.5% | 71,434 | $2.0M |
| Fortune Financial Group, Inc. | 1.99% | — | 70,556 | $2.0M |
| Everhart Financial Group, Inc. | 0.19% | Reduce -9.2% | 70,467 | $2.0M |
| Summit Financial Wealth Advisors, LLC | 0.28% | Add +6.0% | 69,922 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +1.8% | 69,729 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -76.9% | 69,222 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +1.1% | 68,185 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.9% | 68,144 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -37.8% | 67,582 | $1.9M |
| Dakota Wealth Management | 0.03% | Add +2.7% | 67,172 | $1.9M |
| Oakwell Private Wealth Management, LLC | 0.36% | Add +4.1% | 66,877 | $1.9M |
| Moller Wealth Partners | 0.40% | Reduce -0.5% | 66,703 | $1.9M |
| Bailard, Inc. | 0.04% | Add +1.3% | 66,376 | $1.9M |
| Vista Capital Partners, Inc. | 0.19% | Add +2.8% | 66,120 | $1.9M |
| VSM Wealth Advisory, LLC | 0.56% | Reduce -83.6% | 65,912 | $1.9M |
| LTG Capital LLC | 1.46% | Add +1.3% | 65,735 | $1.9M |
| Madison Park Capital Advisors, LLC | 1.52% | Reduce -0.4% | 65,695 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +0.9% | 65,419 | $1.9M |
| Jacobs Equity LLC | 1.78% | — | 65,032 | $1.9M |
| Kelman-Lazarov, Inc. | 0.26% | Add +0.9% | 64,558 | $1.8M |
| Capital Insight Partners, LLC | 0.39% | Reduce -14.3% | 64,376 | $1.8M |
| Warwick Investment Management, Inc. | 0.28% | Add +0.6% | 64,336 | $1.8M |
| American Century Companies Inc. | 0.00% | Reduce -31.0% | 63,371 | $1.8M |
| LVW Advisors, LLC | 0.18% | Reduce -5.2% | 63,285 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 63,053 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.58% | Reduce -13.5% | 62,295 | $1.8M |
| Sequent Planning LLC | 0.45% | Add +35.6% | 62,199 | $1.8M |
| Duncker Streett & Co. Inc. | 0.31% | Reduce -0.1% | 61,999 | $1.8M |
| Krilogy Financial LLC | 0.06% | Reduce -0.3% | 56,881 | $1.7M |
| Atlas Capital Advisors Inc. | 0.19% | — | 60,523 | $1.7M |
| Oldfather Financial Services, LLC | 0.51% | Reduce -1.0% | 60,371 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +10.9% | 60,338 | $1.7M |
| WJ Financial Advisors LLC | 1.52% | Add +1.2% | 59,997 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Reduce -67.2% | 59,902 | $1.7M |
| Argos Wealth Advisors, LLC | 0.46% | — | 59,710 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +18.9% | 59,588 | $1.7M |
| Bravias Capital Group, LLC | 1.02% | Add +6.9% | 59,091 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.8% | 58,781 | $1.7M |
| Tenret Co LLC | 0.84% | No change | 58,580 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -5.8% | 58,343 | $1.7M |
| Bensler, LLC | 0.17% | Reduce -4.3% | 58,324 | $1.7M |
| Spinnaker Investment Group, LLC | 0.30% | Reduce -1.1% | 58,161 | $1.7M |
| CRA Financial Services, LLC | 0.22% | Reduce -13.0% | 57,867 | $1.6M |
| Arcadia Investment Advisors LLC | 0.77% | Reduce -0.4% | 57,743 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Add +19.1% | 57,739 | $1.6M |
| Greenhouse Wealth Management, LLC | 0.96% | Add +0.2% | 57,267 | $1.6M |
| Kiley Juergens Wealth Management, LLC | 0.35% | Add +5.6% | 56,906 | $1.6M |
| Apella Capital, LLC | 0.03% | Add +21.3% | 56,501 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.25% | Reduce -0.9% | 56,208 | $1.6M |
| Naples Global Advisors, LLC | 0.12% | Add +1.9% | 55,026 | $1.6M |
| ARK & TLK Investments, LLC | 0.43% | No change | 55,000 | $1.6M |
| Nestegg Advisors, Inc. | 1.33% | Add +2.5% | 54,861 | $1.6M |
| Virtue Capital Management, LLC | 0.24% | Add +18.2% | 54,176 | $1.6M |
| North Forty Two & Co. | 1.47% | Add +7.3% | 54,705 | $1.6M |
| Milestone Investment Advisors LLC | 0.38% | Reduce -1.9% | 54,699 | $1.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | Reduce -0.6% | 54,550 | $1.6M |
| Cambridge Advisors Inc. | 0.29% | Reduce -0.3% | 54,289 | $1.5M |
| RCW Management, LLC | 1.56% | — | 54,132 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +31.0% | 53,306 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.74% | Reduce -0.1% | 53,635 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.1% | 63,225 | $1.5M |
| Enclave Advisors LLC | 0.21% | Add +91.1% | 53,121 | $1.5M |
| JM2 Capital Inc. | 1.20% | — | 52,602 | $1.5M |
| Wedmont Private Capital | 0.05% | Reduce -7.7% | 50,591 | $1.5M |
| Laraway Financial Advisors Inc | 0.97% | Add +2.9% | 52,446 | $1.5M |
| Envision Financial LLC | 0.79% | Reduce -6.8% | 52,425 | $1.5M |
| Seek First Inc. | 1.02% | Add +0.4% | 52,189 | $1.5M |
| Diversified Enterprises, LLC | 0.09% | Add +78.5% | 52,155 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.3% | 52,022 | $1.5M |
| Blossom Wealth Management | 2.44% | Reduce -2.2% | 51,947 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.8% | 51,896 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -26.4% | 47,881 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +10.3% | 50,962 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -9.0% | 50,389 | $1.4M |
| Choreo, LLC | 0.02% | Add +2.1% | 49,690 | $1.4M |
| Elmwood Wealth Management, Inc. | 0.45% | Reduce -0.2% | 49,962 | $1.4M |
| Sprinkle Financial Consultants LLC | 0.72% | Reduce -0.0% | 49,686 | $1.4M |
| Intellus Advisors LLC | 0.19% | Add +2.5% | 49,632 | $1.4M |
| MilWealth Group LLC | 0.33% | No change | 49,198 | $1.4M |
| Aspen Grove Capital, LLC | 0.24% | Add +0.1% | 49,005 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.63% | Add +0.2% | 48,997 | $1.4M |
| Passive Capital Management, LLC. | 0.44% | Add +5.1% | 48,972 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +43.5% | 48,717 | $1.4M |
| Beacon Advisors Holdings, LLC | 0.73% | — | 48,640 | $1.4M |
| NorthRock Partners, LLC | 0.02% | Add +22.2% | 48,639 | $1.4M |
| OneAscent Financial Services LLC | 0.13% | Reduce -0.4% | 48,610 | $1.4M |
| Centaurus Financial, Inc. | 0.06% | Reduce -1.7% | 48,568 | $1.4M |
| Cape Investment Advisory, Inc. | 0.42% | Add +819.6% | 48,508 | $1.4M |
| Milestone Asset Management Group, LLC | 0.78% | Reduce -2.9% | 48,335 | $1.4M |
| West Paces Advisors Inc. | 0.27% | Reduce -1.7% | 48,289 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +25.8% | 48,236 | $1.4M |
| XY Planning Network, Inc. | 0.24% | Add +0.5% | 48,109 | $1.4M |
| Citigroup Inc. | 0.00% | Add +11.6% | 47,826 | $1.4M |
| BCK Partners, Inc. | 0.73% | Reduce -0.9% | 47,745 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -38.2% | 47,694 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +41.4% | 47,559 | $1.4M |
| Ironwood Financial, llc | 0.23% | Reduce -3.3% | 44,755 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | Add +0.0% | 47,264 | $1.3M |
| HC Advisors, LLC | 0.93% | Reduce -11.0% | 47,000 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +160.0% | 46,940 | $1.3M |
| Climber Capital SA | 0.87% | — | 49,594 | $1.3M |
| Planned Solutions, Inc. | 0.43% | Add +0.0% | 46,496 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Add +6.8% | 46,475 | $1.3M |
| Carroll Advisory Group, LLC | 0.57% | — | 46,360 | $1.3M |
| BNC Wealth Management, LLC | 0.34% | Reduce -9.8% | 46,278 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.12% | Add +0.6% | 46,141 | $1.3M |
| BankPlus Wealth Management LLC | 0.72% | Add +10.3% | 46,015 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.08% | Reduce -0.8% | 45,949 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Reduce -0.7% | 45,683 | $1.3M |
| Gradient Capital Advisors, LLC | 0.33% | Add +5.3% | 45,542 | $1.3M |
| &partners | 0.01% | Add +6.6% | 45,242 | $1.3M |
| Fonville Wealth Management LLC | 0.26% | Reduce -2.8% | 45,235 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | Reduce -50.7% | 45,053 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -24.2% | 45,013 | $1.3M |
| Blue Sky Capital Consultants Group, Inc. | 0.56% | Add +71.0% | 44,831 | $1.3M |
| Westmount Partners, LLC | 0.32% | No change | 44,716 | $1.3M |
| Wisconsin Capital Management LLC | 0.63% | No change | 44,000 | $1.3M |
| Capital Squared Financial LLC | 0.97% | Reduce -2.8% | 43,822 | $1.2M |
| Joseph Group Capital Management | 0.33% | Reduce -3.8% | 43,625 | $1.2M |
| Rede Wealth, LLC | 0.43% | New | 43,430 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.5% | 43,396 | $1.2M |
| Nwam LLC | 0.07% | Add +8.3% | 40,747 | $1.2M |
| Great Waters Wealth Management | 0.13% | Add +1.6% | 42,849 | $1.2M |
| Nicollet Investment Management, Inc. | 0.38% | Reduce -1.0% | 42,558 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +31.1% | 41,846 | $1.2M |
| Coastwise Capital Group, LLC | 0.61% | Add +2.0% | 41,689 | $1.2M |
| Tempus Wealth Planning, LLC | 0.27% | Add +3.9% | 41,573 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | No change | 41,251 | $1.2M |
| Omega Financial Group, LLC | 0.39% | Reduce -4.4% | 40,891 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.75% | Add +0.5% | 40,338 | $1.1M |
| TPG Advisors LLC | 0.71% | Reduce -4.1% | 40,249 | $1.1M |
| Wiser Advisor Group LLC | 1.31% | Reduce -1.8% | 40,121 | $1.1M |
| Collective Family Office LLC | 0.26% | Reduce -1.8% | 39,828 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +182.0% | 39,665 | $1.1M |
| Econ Financial Services Corp | 0.56% | Reduce -1.9% | 39,532 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +1.9% | 39,340 | $1.1M |
| Grantvest Financial Group LLC | 0.71% | Add +6.9% | 39,094 | $1.1M |
| Range Advisory, LLC | 0.29% | — | 38,885 | $1.1M |
| Coastline Complete Wealth LLC | 0.70% | — | 38,820 | $1.1M |
| Facet Wealth, Inc. | 0.02% | Add +26.3% | 36,464 | $1.1M |
| Ifrah Financial Services, Inc. | 0.28% | Reduce -1.3% | 38,447 | $1.1M |
| Mengis Capital Management, Inc. | 0.19% | Reduce -0.5% | 38,060 | $1.1M |
| Carolina Wealth Advisors, LLC | 0.48% | Reduce -8.5% | 38,030 | $1.1M |
| Cozad Asset Management Inc. | 0.08% | No change | 38,007 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -8.2% | 37,883 | $1.1M |
| Claro Advisors Inc. | 0.15% | Reduce -10.8% | 37,820 | $1.1M |
| Directional Asset Management | 0.94% | — | 37,799 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -52.0% | 37,787 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -23.9% | 37,748 | $1.1M |
| Summit Asset Management, LLC | 0.15% | Reduce -5.9% | 37,715 | $1.1M |
| Red Tortoise LLC | 0.46% | Add +0.2% | 37,712 | $1.1M |
| MBL Wealth, LLC | 0.09% | No change | 37,700 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +11.3% | 37,669 | $1.1M |
| Elevation Wealth Partners, LLC | 0.38% | Reduce -4.3% | 37,419 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -23.0% | 37,403 | $1.1M |
| Paulson Wealth Management Inc. | 0.24% | Reduce -6.8% | 37,167 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +8.8% | 36,699 | $1.0M |
| Donaldson Capital Management, LLC | 0.03% | Reduce -9.8% | 36,601 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Add +2.4% | 36,588 | $1.0M |
| S.A. Mason LLC | 0.41% | Add +0.2% | 36,419 | $1.0M |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -0.8% | 36,413 | $1.0M |
| Sculati Wealth Management, LLC | 0.36% | Reduce -0.2% | 36,257 | $1.0M |
| Armor Investment Advisors, LLC | 0.38% | Reduce -17.4% | 36,189 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -13.1% | 36,112 | $1.0M |
| Aspire Capital Advisors LLC | 0.24% | Add +38.1% | 35,927 | $1.0M |
| Elm Partners Management LLC | 0.05% | Add +10.5% | 35,815 | $1.0M |
| Eley Financial Management, Inc | 0.36% | Reduce -1.1% | 35,268 | $1.0M |
| Hurlow Wealth Management Group, Inc. | 0.25% | Reduce -0.4% | 35,243 | $1.0M |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -1.4% | 34,976 | $996K |
| Clearview Wealth Advisors LLC | 0.63% | Add +1.7% | 34,971 | $996K |
| Atria Investments, Inc | 0.01% | Add +106.0% | 34,886 | $994K |
| Howe & Rusling Inc. | 0.07% | Add +20.8% | 34,540 | $984K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.4% | 34,521 | $983K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.6% | 33,564 | $956K |
| Roundview Capital LLC | 0.06% | Reduce -0.5% | 33,554 | $956K |
| Myecfo, LLC | 0.40% | Reduce -3.8% | 33,281 | $948K |
| Essential Partners LLC | 0.29% | Add +8.5% | 33,159 | $944K |
| Vanguard Group Inc. | 0.00% | Add +24.7% | 32,983 | $939K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.33% | Add +0.4% | 32,957 | $939K |
| Roberts Wealth Advisors, LLC | 0.24% | Reduce -2.6% | 32,913 | $937K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -0.3% | 32,734 | $932K |
| Dearborn Partners LLC | 0.05% | Add +67.0% | 32,235 | $918K |
| Clear Point Advisors Inc. | 0.71% | Reduce -4.3% | 32,214 | $917K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -6.4% | 32,151 | $916K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -3.2% | 31,963 | $910K |
| Principia Wealth Advisory, LLC | 0.57% | Add +100.1% | 31,959 | $910K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -4.5% | 31,445 | $896K |
| Twele Capital Management, Inc. | 0.16% | Reduce -0.9% | 31,291 | $891K |
| Bond & Devick Financial Network, Inc. | 0.25% | No change | 31,122 | $886K |
| Souders Financial Advisors | 0.10% | Reduce -7.4% | 31,105 | $886K |
| Hengehold Capital Management LLC | 0.07% | Add +7.7% | 30,891 | $880K |
| Strategic Investment Solutions, Inc. | 0.21% | Reduce -1.8% | 30,889 | $880K |
| CWA Asset Management Group, LLC | 0.03% | Add +1.3% | 30,700 | $874K |
| Crescent Sterling, Ltd. | 0.88% | Reduce -9.2% | 30,246 | $861K |
| CFC Planning Co LLC | 0.66% | Add +90.1% | 30,176 | $859K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -1.4% | 30,148 | $859K |
| Paradigm, Strategies in Wealth Management, LLC | 0.56% | Reduce -0.9% | 30,131 | $858K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | New | 29,996 | $854K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -41.1% | 29,838 | $850K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -16.6% | 29,684 | $845K |
| Family Investment Center, Inc. | 0.17% | Reduce -5.1% | 29,619 | $844K |
| Simplicity Wealth,LLC | 0.05% | Add +5.6% | 29,375 | $837K |
| Red Door Wealth Management, LLC | 0.09% | Add +0.9% | 29,124 | $829K |
| Gambit Capital Management, LLC | 0.59% | — | 29,068 | $828K |
| CVA Family Office, LLC | 0.09% | Add +0.1% | 28,929 | $824K |
| Long Island Wealth Management, Inc. | 0.39% | Reduce -7.0% | 28,869 | $822K |
| Oarsman Capital, Inc. | 0.11% | Reduce -6.0% | 28,434 | $810K |
| Optima Capital LLC | 0.35% | Add +7.6% | 28,339 | $807K |
| Warner Financial, Inc. | 0.28% | Add +3.0% | 28,177 | $802K |
| Hilltop Partners LLC | 0.21% | Reduce -0.4% | 28,127 | $801K |
| Storen Legacy Partners, LLC | 0.25% | — | 28,123 | $801K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -44.4% | 28,046 | $799K |
| Asset Planning Services Inc. /La/ | 0.35% | Reduce -5.8% | 27,870 | $794K |
| Level Four Advisory Services, LLC | 0.03% | Add +6.1% | 27,845 | $793K |
| Carret Asset Management, LLC | 0.07% | Add +13.1% | 27,575 | $785K |
| D. E. Shaw & Co. | 0.00% | New | 27,527 | $784K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.26% | Reduce -0.3% | 27,413 | $781K |
| Strategic Equity Management | 0.26% | Reduce -16.1% | 27,059 | $771K |
| LifePlan Financial, LLC | 0.59% | Reduce -2.1% | 26,844 | $765K |
| GuidedMoney, LLC | 0.41% | — | 26,752 | $762K |
| Pegasus Asset Management, Inc. | 0.23% | Add +8.6% | 26,599 | $758K |
| Yoffe Investment Management, LLC | 0.96% | No change | 26,537 | $756K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 26,498 | $755K |
| Whitaker-Myers Wealth Managers, LTD. | 0.16% | Reduce -10.0% | 26,127 | $744K |
| Voisard Asset Management Group, Inc. | 0.16% | Reduce -0.7% | 26,093 | $743K |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.1% | 26,080 | $743K |
| Vigilare Wealth Management | 0.25% | New | 26,029 | $741K |
| Luminvest Wealth Management LLC | 0.20% | No change | 25,780 | $734K |
| Madden Advisory Services, Inc. | 0.29% | Reduce -0.0% | 25,760 | $734K |
| Farnam Financial LLC | 0.55% | Add +10.7% | 25,644 | $730K |
| Davidson Trust Co. | 0.30% | No change | 25,588 | $729K |
| Hendershot Investments Inc. | 0.09% | Add +5.3% | 25,582 | $729K |
| Silver Oak Securities, Incorporated | 0.05% | Add +16.0% | 25,043 | $719K |
| Creative Financial Designs Inc. | 0.04% | Add +7.7% | 24,918 | $710K |
| Red Reef Advisors LLC | 0.72% | — | 24,898 | $709K |
| Nautilus Advisors LLC | 0.46% | Add +0.2% | 24,499 | $698K |
| Belpointe Asset Management LLC | 0.03% | Add +1.1% | 24,447 | $696K |
| Acropolis Investment Management, LLC | 0.03% | No change | 24,396 | $695K |
| WP Advisors, LLC | 0.17% | Add +0.5% | 24,272 | $691K |
| Money Concepts Capital Corp. | 0.04% | Reduce -6.3% | 24,263 | $691K |
| Evernest Financial Advisors, LLC | 0.14% | Add +0.2% | 22,220 | $688K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -0.6% | 23,908 | $681K |
| Weaver Capital Management LLC | 0.14% | Reduce -83.1% | 23,802 | $678K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -4.7% | 23,519 | $670K |
| Holderness Investments Co. | 0.14% | Reduce -0.1% | 23,518 | $670K |
| Carnegie Investment Counsel | 0.01% | Add +175.4% | 23,370 | $666K |
| Procyon Advisors, LLC | 0.03% | Reduce -4.8% | 23,363 | $665K |
| Fiduciary Alliance LLC | 0.04% | Add +7.6% | 22,929 | $653K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.8% | 22,901 | $652K |
| Indivisible Partners | 0.07% | — | 22,832 | $650K |
| Clear Investment Research, LLC | 1.08% | No change | 22,793 | $649K |
| Integral Investment Advisors, Inc. | 0.16% | Reduce -6.9% | 22,740 | $648K |
| Legacy Bridge, LLC | 0.26% | Reduce -1.3% | 22,660 | $645K |
| BLB&B Advisors, LLC | 0.03% | Reduce -11.6% | 22,543 | $642K |
| Zhang Financial LLC | 0.02% | Add +1.6% | 22,176 | $632K |
| Brucke Financial, Inc. | 0.34% | Reduce -0.8% | 22,144 | $631K |
| Cassady Wealth & Retirement Planning, LLC | 0.41% | — | 22,125 | $630K |
| Tactive Advisors, LLC | 0.18% | Add +11.7% | 22,109 | $630K |
| Burkett Financial Services, LLC | 0.21% | Reduce -7.2% | 22,093 | $629K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Reduce -4.3% | 22,000 | $627K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -6.7% | 21,986 | $626K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 21,930 | $625K |
| Archer Investment Management, LLC | 0.33% | Reduce -37.4% | 21,790 | $621K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.8% | 21,746 | $619K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.5% | 21,707 | $618K |
| Pacific Sun Financial Corp | 0.30% | Reduce -5.0% | 21,613 | $616K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.6% | 21,593 | $615K |
| Petra Financial Advisors Inc. | 0.36% | Add +4.5% | 21,527 | $613K |
| Lowery Thomas, LLC | 0.35% | Add +4.2% | 21,517 | $613K |
| CAP Partners, LLC | 0.35% | Reduce -3.0% | 21,477 | $612K |
| Eaton Financial Holdings Company, LLC | 0.16% | Add +8.1% | 21,407 | $610K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +8.3% | 21,295 | $606K |
| StoneX Group Inc. | 0.03% | Reduce -12.1% | 21,234 | $605K |
| Rialto Wealth Management, LLC | 0.14% | Add +15.8% | 21,216 | $604K |
| Asset One Wealth Management LLC | 0.08% | — | 19,829 | $603K |
| Moran Wealth Management, LLC | 0.02% | Add +55.9% | 20,967 | $597K |
| Principal Securities, Inc. | 0.01% | Reduce -1.5% | 20,937 | $596K |
| Glenmede Trust Co. NA | 0.00% | — | 20,936 | $596K |
| Finer Wealth Management, Inc. | 0.29% | Reduce -30.4% | 20,857 | $594K |
| PFG Investments, LLC | 0.03% | Add +3.1% | 20,855 | $594K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.1% | 20,807 | $593K |
| Lynx Investment Advisory | 0.32% | Add +10.6% | 20,803 | $592K |
| Cooksen Wealth, LLC | 0.43% | Reduce -0.5% | 20,688 | $589K |
| Flatrock Wealth Partners LLC | 0.28% | — | 20,671 | $589K |
| Sovereign Financial Group, Inc. | 0.10% | Add +1.9% | 20,587 | $586K |
| Selby Wealth Management, LLC | 0.24% | — | 20,530 | $585K |
| Pacific Sage Partners, LLC | 0.09% | Add +0.1% | 20,449 | $582K |
| Fermata Advisors, LLC | 0.14% | Reduce -4.3% | 20,400 | $581K |
| Evanson Asset Management, LLC | 0.03% | Add +0.9% | 20,398 | $581K |
| Condor Capital Management | 0.05% | Reduce -0.1% | 20,388 | $581K |
| William Mack & Associates, Inc. | 0.27% | Add +0.5% | 20,368 | $580K |
| HUB Investment Partners, LLC | 0.02% | Add +10.4% | 20,365 | $580K |
| Ellevest, Inc. | 0.08% | Add +2.4% | 20,357 | $580K |
| Stockman Wealth Management, Inc. | 0.07% | Add +2.5% | 20,337 | $579K |
| Birchwood Financial Partners, Inc. | 0.57% | — | 20,301 | $578K |
| Sage Rhino Capital LLC | 0.11% | Add +0.1% | 20,183 | $575K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -7.2% | 20,129 | $573K |
| Everstar Asset Management, LLC | 0.31% | No change | 20,100 | $572K |
| Cornerstone Wealth Advisors, Inc. | 0.13% | Reduce -1.4% | 20,002 | $570K |
| Aire Advisors, LLC | 0.10% | No change | 20,000 | $570K |
| Beacon Capital Management, LLC | 0.09% | Add +18.9% | 19,868 | $566K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.4% | 19,676 | $560K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -5.9% | 19,635 | $559K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.0% | 19,590 | $558K |
| CWC Advisors, LLC. | 0.27% | Reduce -0.3% | 19,574 | $557K |
| Flputnam Investment Management Co. | 0.01% | New | 19,509 | $556K |
| Bullock Wealth Management Group | 0.27% | — | 19,412 | $553K |
| Tiemann Investment Advisors, LLC | 0.21% | No change | 19,332 | $551K |
| Waterfront Wealth Inc. | 0.10% | Reduce -1.0% | 17,958 | $549K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.0% | 19,243 | $548K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -7.7% | 19,218 | $547K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -1.0% | 19,111 | $544K |
| Capital Management Associates, Inc | 0.12% | Reduce -9.2% | 18,846 | $537K |
| Haverford Trust Co | 0.00% | Add +10.0% | 18,820 | $536K |
| Stone Summit Wealth LLC | 0.14% | Reduce -5.0% | 18,764 | $534K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,718 | $533K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.7% | 18,579 | $529K |
| Root Financial Partners, LLC | 0.03% | Add +45.1% | 18,438 | $525K |
| Keel Point, LLC | 0.03% | Add +3.9% | 18,428 | $525K |
| MJP Associates Inc. | 0.07% | Reduce -0.3% | 18,313 | $522K |
| Retirement Planning Group, LLC | 0.02% | Add +2.3% | 18,178 | $518K |
| Silverlake Wealth Management LLC | 0.12% | Add +5.0% | 18,167 | $517K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -6.4% | 18,141 | $517K |
| Thrive Wealth Management, LLC | 0.08% | Add +7.2% | 18,080 | $515K |
| Leverty Financial Group, LLC | 0.12% | Reduce -12.6% | 17,957 | $511K |
| Berkeley, Inc | 0.16% | Reduce -6.2% | 17,951 | $511K |
| Gilpin Wealth Management, LLC | 0.40% | — | 17,865 | $509K |
| Evermay Wealth Management LLC | 0.06% | Add +0.2% | 17,852 | $508K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +7.0% | 17,765 | $506K |
| Stewardship Advisors, LLC | 0.12% | Add +0.1% | 17,695 | $504K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 17,590 | $501K |
| Aspiriant, LLC | 0.01% | Add +37.2% | 17,542 | $500K |
| Trellis Wealth Advisors LLC | 0.19% | No change | 17,416 | $496K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -0.5% | 17,400 | $496K |
| Piscataqua Savings Bank | 0.34% | Add +2403.3% | 17,223 | $490K |
| Ritholtz Wealth Management | 0.01% | Add +36.1% | 17,211 | $490K |
| Addison Capital Co | 0.12% | Reduce -6.2% | 17,180 | $489K |
| Composition Wealth, LLC | 0.01% | Add +87.2% | 17,156 | $489K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -1.8% | 17,152 | $488K |
| Fairway Financial, LLC | 0.37% | Add +9.2% | 17,120 | $488K |
| RFG Advisory, LLC | 0.01% | New | 17,088 | $487K |
| Brown Advisory Inc. | 0.00% | Add +64.3% | 17,032 | $485K |
| Fortitude Advisory Group L.L.C. | 0.20% | Reduce -6.7% | 16,909 | $482K |
| Geometric Wealth Advisors | 0.06% | Add +2.2% | 16,847 | $480K |
| Moneco Advisors, LLC | 0.04% | Reduce -5.0% | 16,768 | $478K |
| Genesee Capital Advisors, LLC | 0.19% | Add +75.0% | 16,731 | $476K |
| Heritage Family Offices, LLP | 0.22% | New | 16,711 | $476K |
| Chatham Capital Group, Inc. | 0.07% | No change | 16,655 | $474K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -1.1% | 16,649 | $474K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -21.0% | 23,845 | $474K |
| HRT Financial LP | 0.00% | Add +19.1% | 16,618 | $473K |
| Brooklyn Investment Group | 0.02% | New | 16,282 | $471K |
| Boyum Wealth Architects LLC | 0.22% | Reduce -1.8% | 15,332 | $468K |
| Tranquility Partners, LLC | 0.17% | No change | 16,415 | $467K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.0% | 16,382 | $467K |
| MeadowBrook Investment Advisors LLC | 0.40% | Add +0.5% | 16,351 | $466K |
| Citadel Advisors | 0.00% | Reduce -84.5% | 16,304 | $464K |
| Fortis Capital Advisors, LLC | 0.07% | Add +2.4% | 16,207 | $462K |
| Evensky & Katz LLC | 0.03% | Add +0.3% | 16,167 | $460K |
| Michels Family Financial, LLC | 0.34% | Add +0.4% | 16,147 | $460K |
| Prospera Financial Services Inc | 0.01% | Reduce -11.5% | 16,114 | $459K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 16,070 | $458K |
| Integrity Investment Advisors, LLC | 0.25% | New | 15,968 | $455K |
| One Day In July LLC | 0.04% | Reduce -3.4% | 15,899 | $453K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 15,888 | $452K |
| Diversified Management Inc. | 0.10% | — | 15,728 | $448K |
| Pine Haven Investment Counsel, Inc | 0.32% | No change | 15,720 | $448K |
| Hexagon Capital Partners LLC | 0.08% | Add +14.8% | 15,674 | $446K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 15,656 | $446K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -9.0% | 14,324 | $442K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 15,510 | $442K |
| Roger Wittlin Investment Advisory, LLC | 0.31% | Reduce -0.2% | 15,504 | $442K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -3.3% | 15,499 | $441K |
| Milestones Private Investment Advisors LLC | 0.30% | Add +0.3% | 15,491 | $441K |
| Principle Wealth Partners LLC | 0.02% | No change | 15,477 | $441K |
| Benjamin Edwards Inc. | 0.00% | Reduce -9.7% | 15,407 | $439K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 15,380 | $438K |
| Cary Street Partners Financial LLC | 0.01% | Add +33.6% | 15,308 | $436K |
| Compass Capital Corp. /Ma/ | 0.17% | Reduce -2.2% | 14,099 | $436K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Add +8.2% | 15,265 | $435K |
| Mirador Capital Partners LP | 0.06% | Add +7.1% | 15,244 | $434K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 15,200 | $433K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -1.2% | 15,124 | $431K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -1.6% | 15,104 | $430K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.9% | 15,047 | $429K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.1% | 14,936 | $425K |
| BIP Wealth, LLC | 0.01% | Add +0.0% | 14,933 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +68.7% | 14,804 | $422K |
| Jeppson Wealth Management, LLC | 0.13% | No change | 14,792 | $421K |
| Ruggaard & Associates LLC | 0.16% | Reduce -8.1% | 14,706 | $419K |
| Opus Financial Solutions LLC | 0.39% | — | 14,674 | $418K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -28.8% | 14,647 | $417K |
| Global Wealth Strategies & Associates | 0.10% | Reduce -5.1% | 14,623 | $416K |
| Xxi Wealth, LLC | 0.25% | — | 14,598 | $416K |
| Victory Financial Group, LLC | 0.05% | New | 14,575 | $415K |
| Northern Trust Corp. | 0.00% | Reduce -21.6% | 14,574 | $415K |
| HCR Wealth Advisors | 0.04% | Add +17.4% | 14,553 | $414K |
| Callan Family Office, LLC | 0.01% | No change | 14,548 | $414K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.8% | 14,468 | $412K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.0% | 14,369 | $409K |
| Heritage Trust Co | 0.04% | No change | 14,329 | $408K |
| Continuum Advisory, LLC | 0.04% | Add +0.1% | 14,208 | $405K |
| Advyzon Investment Management, LLC | 0.05% | Add +17.0% | 14,195 | $404K |
| Aurora Private Wealth, Inc. | 0.27% | — | 14,190 | $404K |
| Clarity Capital Advisors, LLC | 0.20% | Add +0.5% | 14,185 | $404K |
| Cooke Wealth Management, LLC | 0.35% | — | 13,296 | $403K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.1% | 14,136 | $403K |
| Kaizen Financial Strategies | 0.18% | Add +27.6% | 14,117 | $402K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +17.3% | 14,039 | $400K |
| Pathway Financial Advisors LLC | 0.05% | No change | 13,427 | $399K |
| Seven Mile Advisory | 0.07% | No change | 14,000 | $399K |
| Sierra Summit Advisors LLC | 0.06% | No change | 13,815 | $393K |
| Waterloo Capital, L.P. | 0.03% | Reduce -12.6% | 13,798 | $393K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.8% | 13,606 | $387K |
| Flow Traders U.S. LLC | 0.01% | Reduce -93.5% | 13,566 | $386K |
| Fisher Asset Management | 0.00% | Add +8.3% | 13,535 | $385K |
| Hardin Capital Partners, LLC | 0.18% | Add +0.1% | 13,498 | $384K |
| Neuberger Berman Group LLC | 0.00% | New | 13,447 | $383K |
| Glaxis Capital Management, LLC | 0.66% | Add +0.5% | 13,440 | $383K |
| Sfmg, LLC | 0.03% | Add +0.4% | 13,408 | $382K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.9% | 13,314 | $379K |
| Planning Directions Inc. | 0.19% | Reduce -4.3% | 13,293 | $379K |
| Asset Advisory Group, Inc. | 0.19% | — | 13,269 | $378K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -22.5% | 13,250 | $377K |
| Commerce Bank | 0.00% | Add +4.2% | 13,025 | $371K |
| Signature Resources Capital Management, LLC | 0.18% | No change | 12,852 | $366K |
| Stordahl Capital Management, Inc. | 0.08% | No change | 12,822 | $365K |
| Front Row Advisors LLC | 0.12% | No change | 12,809 | $365K |
| JPL Wealth Management, LLC | 0.09% | Reduce -3.5% | 12,808 | $365K |
| Sendero Wealth Management, LLC | 0.04% | No change | 12,800 | $365K |
| Adams Wealth Management | 0.08% | Reduce -40.9% | 12,705 | $362K |
| CacheTech Inc. | 0.07% | Reduce -40.9% | 12,705 | $362K |
| Investment Research Partners LLC | 0.16% | Add +2.7% | 12,697 | $362K |
| RBA Wealth Management, LLC | 0.12% | Add +3.4% | 12,659 | $361K |
| ETF Store, Inc. | 0.37% | Reduce -1.2% | 12,621 | $359K |
| SOL Capital Management CO | 0.03% | Add +2.0% | 12,544 | $357K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -1.1% | 12,513 | $356K |
| Impact Capital Partners LLC | 0.11% | Add +0.4% | 12,452 | $355K |
| Signaturefd, LLC | 0.01% | Reduce -27.8% | 12,434 | $354K |
| Fidelis Capital Partners, LLC | 0.03% | New | 12,362 | $352K |
| Wrenne Financial Planning LLC | 0.14% | Reduce -8.3% | 12,355 | $352K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.3% | 12,333 | $351K |
| D.B. Root & Company, LLC | 0.09% | Add +30.1% | 12,310 | $351K |
| LifeSteps Financial, Inc. | 0.22% | Reduce -0.4% | 12,307 | $351K |
| Veery Capital, LLC | 0.11% | Add +31.6% | 12,295 | $350K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 12,291 | $350K |
| American Trust | 0.03% | Reduce -54.5% | 12,289 | $350K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +11.2% | 12,234 | $348K |
| Focused Wealth Management, Inc | 0.04% | Add +0.3% | 12,221 | $348K |
| Granite Investment Partners, LLC | 0.02% | Add +0.0% | 12,169 | $347K |
| Stewardship Concepts Financial Services LLC | 0.29% | — | 12,152 | $346K |
| Fagan Associates, Inc. | 0.05% | Reduce -3.2% | 12,156 | $346K |
| Selective Wealth Management, Inc. | 0.11% | Add +10.2% | 11,265 | $344K |
| Cordant, Inc. | 0.14% | No change | 12,068 | $344K |
| IFG Advisory, LLC | 0.01% | Add +1.7% | 12,058 | $343K |
| Ketron Financial | 0.11% | — | 12,039 | $343K |
| Keystone Financial Services, LLC | 0.23% | Reduce -5.9% | 11,980 | $341K |
| AG Campbell Advisory, LLC | 0.22% | — | 11,978 | $341K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -36.3% | 11,967 | $341K |
| VestGen Advisors, LLC | 0.01% | Add +29.0% | 11,958 | $341K |
| Round Rock Advisors LLC | 0.05% | Add +0.3% | 11,881 | $338K |
| Daytona Street Capital LLC | 0.26% | — | 11,863 | $338K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 11,841 | $337K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.7% | 11,818 | $337K |
| Drake & Associates, LLC | 0.07% | No change | 11,816 | $337K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 11,791 | $336K |
| Peak Financial Management, Inc. | 0.09% | Add +6.4% | 11,789 | $336K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -6.8% | 11,762 | $335K |
| Sigma Planning Corp | 0.01% | Add +13.7% | 11,736 | $334K |
| J2 Capital Management Inc | 0.24% | No change | 11,724 | $334K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -19.4% | 11,722 | $334K |
| Vawter Financial, Ltd. | 0.14% | No change | 11,708 | $333K |
| Sage Investment Advisers LLC | 0.25% | — | 11,627 | $331K |
| NewEdge Wealth, LLC | 0.00% | No change | 11,618 | $331K |
| Balboa Wealth Partners | 0.05% | New | 11,568 | $329K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Add +0.1% | 11,556 | $329K |
| Kelleher Financial Advisors | 0.08% | No change | 11,550 | $329K |
| Fort Vancouver Investment Management, LLC | 0.18% | Reduce -10.5% | 11,542 | $329K |
| William Howard & Co Financial Advisors Inc | 0.28% | Add +0.4% | 11,498 | $327K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -17.1% | 11,467 | $327K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -22.9% | 11,459 | $326K |
| Curio Wealth, LLC | 0.11% | No change | 11,056 | $323K |
| Portus Wealth Advisors, LLC | 0.30% | No change | 11,300 | $322K |
| Mgo One Seven LLC | 0.01% | New | 11,258 | $321K |
| Coordinated Financial Services, Inc. | 0.18% | Add +24.4% | 11,134 | $317K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.3% | 11,103 | $316K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +10.6% | 10,868 | $310K |
| MCF Advisors LLC | 0.02% | Add +6.7% | 10,845 | $309K |
| Quotient Wealth Partners, LLC | 0.01% | Add +5.2% | 10,844 | $309K |
| Delta Investment Management, LLC | 0.05% | Reduce -1.4% | 10,808 | $308K |
| Allium Financial Advisors, LLC | 0.24% | Add +0.4% | 10,790 | $307K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -11.1% | 10,718 | $305K |
| Bison Wealth, LLC | 0.03% | Add +0.0% | 10,715 | $305K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -9.3% | 10,103 | $304K |
| Heirloom Wealth Management | 0.07% | Add +9.1% | 10,665 | $304K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.0% | 10,587 | $302K |
| Builder Investment Group Inc. | 0.06% | Add +6.5% | 10,547 | $300K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -1.7% | 10,535 | $300K |
| Birchbrook, Inc. | 0.15% | No change | 10,520 | $300K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -6.0% | 10,514 | $299K |
| Keystone Wealth Services, LLC | 0.06% | Add +11.3% | 10,429 | $297K |
| Daybright Advisory Services, Inc. | 0.08% | — | 10,421 | $297K |
| Foster & Motley Inc. | 0.02% | Reduce -3.6% | 10,391 | $296K |
| Factor Wealth Management LTD | 0.06% | Add +0.8% | 10,386 | $296K |
| Parkshore Wealth Management, Inc. | 0.11% | Add +0.4% | 10,311 | $294K |
| Sapient Capital LLC | 0.00% | No change | 10,202 | $293K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +1.1% | 10,281 | $293K |
| Seneca House Advisors | 0.11% | Reduce -19.1% | 10,192 | $290K |
| Western Wealth Management, LLC | 0.01% | Reduce -4.7% | 10,138 | $289K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 10,107 | $288K |
| Spire Wealth Management | 0.01% | Add +52.2% | 10,072 | $287K |
| Mayfair Advisory Group, LLC | 0.11% | Add +0.4% | 9,957 | $287K |
| Independent Financial Group, LLC | 0.01% | Add +8.9% | 10,049 | $286K |
| Forum Financial Management, LP | 0.00% | Add +7.8% | 10,044 | $286K |
| Keybank National Association | 0.00% | Reduce -1.9% | 10,006 | $285K |
| Rock Point Advisors, LLC | 0.07% | Reduce -0.4% | 9,956 | $284K |
| Burton Enright Welch | 0.04% | Add +0.1% | 9,903 | $282K |
| FPC Investment Advisory, Inc. | 0.15% | Add +2.2% | 9,861 | $281K |
| Vermillion Wealth Management, Inc. | 0.11% | Reduce -3.0% | 9,847 | $280K |
| Financial Management Network Inc. | 0.04% | Add +0.4% | 9,725 | $280K |
| Capital Advantage, Inc. | 0.04% | Add +0.0% | 9,814 | $280K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.4% | 9,795 | $279K |
| Cross Staff Investments Inc | 0.15% | Add +0.0% | 9,774 | $278K |
| Flower City Capital | 0.14% | Add +11.8% | 9,764 | $278K |
| Fca Corp. | 0.08% | Reduce -1.4% | 9,729 | $277K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -7.8% | 9,716 | $277K |
| Mainstay Capital Management LLC | 0.02% | No change | 9,694 | $276K |
| Smith, Moore & Co. | 0.02% | Add +2.2% | 9,677 | $276K |
| Astoria Portfolio Advisors LLC. | 0.06% | Add +0.2% | 9,064 | $275K |
| Financial Consulate, Inc. | 0.04% | Add +0.3% | 9,662 | $275K |
| Cathy Pareto & Associates, Inc. | 0.19% | Reduce -4.1% | 9,649 | $275K |
| BSW Wealth Partners | 0.03% | Reduce -4.4% | 9,635 | $274K |
| Paragon Capital Management Ltd | 0.06% | No change | 9,626 | $274K |
| Regal Investment Advisors LLC | 0.02% | Add +1.7% | 9,615 | $274K |
| First Foundation Advisors | 0.01% | Add +5.6% | 9,595 | $273K |
| Lafayette Investments, Inc. | 0.05% | No change | 9,588 | $273K |
| Castle Wealth Management LLC | 0.09% | No change | 9,542 | $272K |
| Worth Asset Management, LLC | 0.12% | New | 9,541 | $272K |
| Perissos Private Wealth Management, LLC | 0.23% | Reduce -27.1% | 9,538 | $272K |
| Triton Wealth Management, PLLC | 0.10% | Reduce -18.7% | 8,952 | $270K |
| Joel Isaacson & Co., LLC | 0.01% | New | 9,440 | $269K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 9,380 | $267K |
| Pring Turner Capital Group Inc. | 0.17% | No change | 9,362 | $267K |
| KLCM Advisors, Inc. | 0.02% | New | 9,361 | $267K |
| Wedgewood Investors Inc. | 0.30% | No change | 9,344 | $266K |
| Revisor Wealth Management LLC | 0.07% | Reduce -44.9% | 8,534 | $265K |
| Barnett & Company, Inc. | 0.21% | Add +18.0% | 9,294 | $265K |
| Flagship Capital Management Inc. | 0.19% | — | 9,277 | $264K |
| Stokes Family Office, LLC | 0.02% | Reduce -7.3% | 9,271 | $264K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -26.7% | 9,240 | $263K |
| Clark Asset Management, LLC | 0.03% | Reduce -1.6% | 9,187 | $262K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +0.2% | 9,181 | $261K |
| MBE Wealth Management, LLC | 0.11% | Reduce -0.2% | 9,158 | $261K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 9,155 | $261K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,140 | $260K |
| FineMark National Bank & Trust | 0.01% | Reduce -13.3% | 9,122 | $260K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -24.1% | 9,113 | $260K |
| Sachetta, LLC | 0.14% | Reduce -8.0% | 9,021 | $257K |
| Gotham Asset Management | 0.00% | New | 8,996 | $256K |
| Arkadios Wealth Advisors | 0.01% | Add +9.4% | 8,994 | $256K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.3% | 8,984 | $256K |
| Capital Advisors Inc. | 0.00% | Add +2.7% | 8,948 | $255K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +0.2% | 8,901 | $254K |
| Legacy Private Trust Co. | 0.01% | Add +3.9% | 8,875 | $253K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 8,858 | $252K |
| Alteri Wealth LLC | 0.08% | Reduce -3.3% | 8,852 | $252K |
| Sawgrass Asset Management LLC | 0.03% | Add +3.0% | 8,851 | $252K |
| AAFMAA Wealth Management & Trust LLC | 0.10% | New | 8,850 | $252K |
| Jim Saulnier & Associates, LLC | 0.13% | New | 8,846 | $252K |
| High Probability Advisors, LLC | 0.03% | No change | 8,840 | $252K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | No change | 8,800 | $251K |
| Founders Financial Securities LLC | 0.01% | New | 8,776 | $250K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -16.9% | 8,702 | $248K |
| WPG Advisers, LLC | 0.18% | Reduce -3.2% | 8,657 | $247K |
| Cascade Investment Advisors, Inc. | 0.14% | No change | 8,618 | $245K |
| Fusion Capital, LLC | 0.07% | Add +0.3% | 8,611 | $245K |
| Johnson Financial Group, LLC | 0.02% | New | 8,595 | $245K |
| FreeGulliver LLC | 0.11% | Add +1.2% | 8,590 | $245K |
| Lincoln Capital Corp. | 0.09% | Add +1.0% | 8,552 | $244K |
| Strategic Financial Services, Inc. | 0.01% | No change | 7,864 | $243K |
| Brown Brothers Harriman & Co. | 0.00% | Add +82.7% | 8,520 | $243K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,499 | $242K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.3% | 8,480 | $242K |
| Horizons Wealth Management | 0.16% | No change | 8,410 | $240K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 8,311 | $237K |
| Grant Private Wealth Management Inc | 0.14% | Reduce -10.8% | 8,304 | $236K |
| Holistic Financial Partners | 0.08% | Reduce -15.5% | 8,214 | $234K |
| 25 LLC | 0.07% | Add +3.5% | 8,184 | $233K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.1% | 8,154 | $232K |
| Biltmore Family Office, LLC | 0.03% | Reduce -2.3% | 8,148 | $232K |
| Aspiring Ventures, LLC | 0.08% | Reduce -17.5% | 8,112 | $231K |
| Apeiron RIA LLC | 0.05% | New | 7,654 | $231K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.0% | 8,081 | $230K |
| Rockbridge Investment Management, LCC | 0.02% | Reduce -31.6% | 8,067 | $230K |
| Nottingham Advisors, Inc. | 0.03% | No change | 8,067 | $230K |
| River Wealth Advisors LLC | 0.03% | Reduce -23.1% | 8,060 | $230K |
| Stembrook Asset Management, LLC | 0.22% | — | 8,056 | $229K |
| Golden Bell Financial Planning LLC | 0.19% | No change | 8,045 | $229K |
| Manning & Napier Advisors LLC | 0.00% | Add +30.6% | 7,935 | $228K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 7,989 | $228K |
| Vident Advisory, LLC | 0.00% | New | 7,980 | $227K |
| Mitchell Capital Management Co. | 0.04% | Reduce -5.7% | 7,925 | $226K |
| Private Management Group Inc. | 0.01% | No change | 7,922 | $226K |
| Grey Ledge Advisors, LLC | 0.05% | Add +1047.2% | 7,893 | $225K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 7,868 | $224K |
| Astra Wealth Partners LLC | 0.14% | Add +1.3% | 7,839 | $223K |
| Appalachian Capital Management Ltd | 0.18% | — | 7,823 | $223K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.7% | 7,807 | $222K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -14.0% | 7,778 | $222K |
| Continuum Wealth Advisors, LLC | 0.09% | Reduce -9.2% | 7,764 | $221K |
| Ade, LLC | 0.11% | No change | 7,715 | $220K |
| ATLas Financial Planning LLC | 0.22% | — | 7,714 | $220K |
| Sowell Financial Services LLC | 0.01% | New | 7,705 | $219K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -9.6% | 7,676 | $219K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 7,646 | $218K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +0.4% | 7,641 | $218K |
| Fairfield, Bush & Co. | 0.11% | Reduce -1.3% | 7,640 | $218K |
| Westco Advisory Services Inc. | 0.13% | — | 7,618 | $217K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -9.3% | 7,591 | $216K |
| Apollon Financial, LLC | 0.03% | New | 7,584 | $216K |
| Unify Financial Advisors | 0.23% | — | 7,561 | $215K |
| Obermeyer Wealth Partners | 0.01% | New | 7,554 | $215K |
| Harbour Investment Management LLC | 0.11% | No change | 7,547 | $215K |
| Essex Bank | 0.05% | No change | 7,544 | $215K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 7,504 | $214K |
| Becker Capital Management Inc. | 0.01% | Add +2.2% | 7,485 | $213K |
| PTM Wealth Management, LLC | 0.12% | Add +0.4% | 7,232 | $211K |
| ONE Advisory Partners, LLC | 0.06% | New | 7,414 | $211K |
| Clarity Wealth Advisors, LLC | 0.04% | New | 7,411 | $211K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,409 | $211K |
| Ancora Advisors LLC | 0.00% | Add +38.7% | 7,336 | $209K |
| Pacific Park Financial, Inc. | 0.13% | — | 7,322 | $209K |
| Total Investment Management Inc. | 0.03% | Add +0.3% | 7,298 | $208K |
| Alley Investment Management Company, LLC | 0.02% | Reduce -1.4% | 7,290 | $208K |
| Advisor Resource Council | 0.07% | New | 6,825 | $208K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -18.2% | 7,276 | $207K |
| Apriem Advisors | 0.02% | Reduce -0.3% | 7,260 | $207K |
| Investment Planning Advisors, Inc. | 0.06% | Add +0.3% | 7,214 | $205K |
| Mayport, LLC | 0.04% | New | 7,186 | $205K |
| Broadview Financial Management, LLC | 0.14% | Reduce -1.3% | 7,146 | $204K |
| Axxcess Wealth Management, LLC | 0.00% | New | 7,140 | $203K |
| Anfield Capital Management, LLC | 0.06% | Add +27.4% | 7,140 | $203K |
| Highland Capital Management, LLC | 0.01% | Reduce -20.7% | 7,085 | $202K |
| New England Private Wealth Advisors LLC | 0.03% | New | 7,079 | $202K |
| Guardian Wealth Advisors, LLC | 0.11% | Reduce -1.8% | 7,062 | $201K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -17.6% | 7,048 | $201K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -2.1% | 7,046 | $201K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | New | 7,054 | $200K |
| Assetmark, Inc. | 0.00% | Add +6.4% | 6,913 | $197K |
| First Pacific Financial | 0.03% | Add +0.5% | 6,833 | $195K |
| Robinswood Financial LLC | 0.06% | No change | 6,808 | $194K |
| Palouse Capital Management, Inc. | 0.13% | Add +1.7% | 6,757 | $192K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -2.5% | 6,721 | $191K |
| Modus Advisors, LLC | 0.05% | Reduce -8.3% | 6,634 | $189K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 6,402 | $182K |
| Elgethun Capital Management | 0.03% | Reduce -1.7% | 6,352 | $181K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -1.8% | 6,352 | $181K |
| Richardson Capital Management LLC | 0.09% | Add +0.4% | 6,297 | $179K |
| Blue Trust, Inc. | 0.00% | Reduce -11.8% | 6,277 | $179K |
| Laurel Wealth Advisors LLC | 0.02% | New | 6,160 | $175K |
| Proffitt & Goodson Inc. | 0.02% | No change | 6,033 | $172K |
| Robbins Farley | 0.08% | Add +78.2% | 6,017 | $171K |
| MJT & Associates Financial Advisory Group, Inc. | 0.13% | No change | 5,984 | $170K |
| Thompson Investment Management, Inc. | 0.02% | No change | 5,674 | $162K |
| Bogart Wealth, LLC | 0.01% | Add +191.2% | 5,644 | $161K |
| Fairway Wealth LLC | 0.04% | No change | 5,404 | $154K |
| Key Financial Inc | 0.03% | Reduce -1.5% | 5,171 | $147K |
| WealthCollab, LLC | 0.06% | New | 5,055 | $144K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -1.2% | 5,054 | $144K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,037 | $143K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $142K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,761 | $136K |
| Avion Wealth | 0.03% | No change | 4,617 | $131K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 4,530 | $129K |
| Hurley Capital, LLC | 0.07% | Add +0.1% | 4,504 | $128K |
| Bayban | 0.11% | — | 4,396 | $125K |
| Private Wealth Asset Management, LLC | 0.01% | Add +1876.1% | 4,387 | $125K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.4% | 4,383 | $125K |
| NBZ Investment Advisors LLC | 0.05% | No change | 4,360 | $124K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +50.9% | 4,328 | $123K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,288 | $122K |
| Bank of New Hampshire | 0.03% | No change | 4,174 | $119K |
| Bfsg, LLC | 0.01% | Reduce -18.3% | 4,069 | $116K |
| Fifth Third Bancorp | 0.00% | Add +198.0% | 3,794 | $108K |
| Northwest Capital Management Inc | 0.47% | Reduce -58.9% | 3,790 | $108K |
| GW&K Investment Management, LLC | 0.00% | Add +0.4% | 3,669 | $105K |
| Caldwell Trust Co | 0.01% | No change | 3,677 | $105K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $104K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -85.6% | 3,604 | $104K |
| Woodside Wealth Management LLC | 0.08% | No change | 3,586 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -32.9% | 3,566 | $102K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,550 | $101K |
| McIlrath & Eck, LLC | 0.01% | Add +116.4% | 3,501 | $100K |
| First Community Trust NA | 0.07% | No change | 3,500 | $100K |
| Clearstead Trust, LLC | 0.02% | No change | 3,483 | $99K |
| Basepoint Wealth LLC | 0.06% | New | 3,307 | $94K |
| TFC Financial Management, Inc. | 0.01% | Add +34.7% | 3,243 | $92K |
| Planning Project LLC | 0.02% | — | 3,202 | $91K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 3,131 | $89K |
| Raffa Wealth Management, LLC | 0.01% | No change | 3,035 | $86K |
| Tucker Asset Management LLC | 0.03% | No change | 3,022 | $86K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 3,000 | $85K |
| CENTRAL TRUST Co | 0.00% | Reduce -11.8% | 3,000 | $85K |
| Fairman Group, LLC | 0.07% | Add +0.1% | 2,994 | $85K |
| Kozak & Associates, Inc. | 0.02% | Reduce -66.5% | 2,814 | $85K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,948 | $84K |
| Silver Grove Financial Group, Inc. | 0.07% | New | 2,947 | $84K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,856 | $81K |
| Evolution Advisers, Inc. | 0.04% | Add +33.6% | 2,864 | $81K |
| Contravisory Investment Management, Inc. | 0.02% | Add +19.1% | 2,787 | $79K |
| Hamrick Investment Counsel, llc | 0.06% | — | 2,766 | $79K |
| Dunhill Financial, LLC | 0.02% | Add +534.1% | 2,714 | $77K |
| Versant Capital Management, Inc | 0.01% | Add +0.0% | 2,678 | $76K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $76K |
| Pflug Koory, LLC | 0.04% | No change | 2,649 | $75K |
| UMB Bank, n.a. | 0.00% | No change | 2,600 | $74K |
| Operose Advisors LLC | 0.02% | No change | 2,517 | $72K |
| First Command Advisory Services, Inc. | 0.00% | Add +299.7% | 2,494 | $71K |
| SHP Wealth Management | 0.01% | — | 2,464 | $70K |
| Chapman Financial Group, LLC | 0.05% | Reduce -6.7% | 2,437 | $69K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -20.0% | 2,398 | $68K |
| Mission Creek Capital Partners, Inc. | 0.01% | No change | 15,505 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | Add +7.2% | 2,329 | $66K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $66K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -25.6% | 2,309 | $66K |
| Lodestone Wealth Management LLC | 0.03% | New | 2,283 | $65K |
| Frankly Finances, LLC | 0.06% | — | 2,168 | $62K |
| Franklin Resources Inc. | 0.00% | Add +180.1% | 2,078 | $59K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 2,073 | $59K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +9.2% | 2,059 | $59K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -5.4% | 2,041 | $58K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $58K |
| Costello Asset Management, INC | 0.02% | Reduce -1.9% | 2,025 | $58K |
| Atomic Invest LLC | 0.03% | — | 1,998 | $57K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | No change | 2,000 | $57K |
| Activest Wealth Management | 0.01% | New | 1,940 | $55K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.2% | 1,932 | $55K |
| Rothschild Investment LLC | 0.00% | Add +43.8% | 1,896 | $54K |
| Camelot Portfolios, LLC | 0.03% | New | 1,821 | $52K |
| SouthState Bank Corp | 0.00% | Reduce -80.3% | 1,800 | $51K |
| Sound Income Strategies, LLC | 0.00% | Add +14.5% | 1,576 | $48K |
| Aspect Partners, LLC | 0.02% | Reduce -33.2% | 1,600 | $46K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,588 | $45K |
| Rossby Financial, LCC | 0.01% | Add +27.3% | 1,586 | $45K |
| Integrity Financial Corp | 0.02% | No change | 1,576 | $45K |
| Nalls Sherbakoff Group, LLC | 0.03% | Reduce -79.4% | 1,490 | $42K |
| Key Capital Management, INC | 0.04% | — | 1,414 | $40K |
| Addison Advisors LLC | 0.01% | New | 1,396 | $40K |
| First Horizon Corp. | 0.00% | Reduce -13.0% | 1,394 | $40K |
| Adirondack Trust Co. | 0.01% | Add +25.6% | 1,380 | $39K |
| Triumph Capital Management | 0.01% | New | 1,341 | $38K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,316 | $37K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 1,302 | $37K |
| Hantz Financial Services, Inc. | 0.00% | Add +52.6% | 1,282 | $36K |
| Osbon Capital Management LLC | 0.03% | — | 1,259 | $36K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +1966.7% | 1,240 | $35K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 1,208 | $34K |
| Morling Financial Advisors, LLC | 0.01% | No change | 1,201 | $34K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $33K |
| Motco | 0.00% | Reduce -9.3% | 1,158 | $33K |
| Hoey Investments, Inc. | 0.00% | No change | 1,157 | $33K |
| Stephens Consulting, LLC | 0.01% | Add +3108.3% | 1,155 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,101 | $32K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.3% | 1,113 | $32K |
| International Assets Investment Management, LLC | 0.00% | New | 1,091 | $31K |
| Tompkins Financial Corp. | 0.00% | Add +1982.7% | 1,083 | $31K |
| JDM Financial Group LLC | 0.01% | No change | 1,069 | $30K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 1,069 | $30K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 1,064 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,010 | $29K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $28K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.3% | 971 | $28K |
| Islay Capital Management, LLC | 0.02% | No change | 900 | $26K |
| ORG Partners LLC | 0.00% | No change | 870 | $25K |
| PFS Partners, LLC | 0.01% | No change | 818 | $23K |
| Glassman Wealth Services | 0.00% | No change | 808 | $23K |
| Tsfg, LLC | 0.00% | No change | 810 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 800 | $23K |
| Keystone Financial Group, Inc. | 0.01% | Add +0.4% | 786 | $22K |
| Wealth Watch Advisors, INC | 0.01% | No change | 782 | $22K |
| Roxbury Financial LLC | 0.02% | No change | 776 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | Add +0.1% | 773 | $22K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 764 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +0.4% | 699 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 730 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 708 | $20K |
| Ankerstar Wealth, LLC | 0.02% | — | 688 | $20K |
| Bokf, NA | 0.00% | No change | 679 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 648 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 610 | $17K |
| Kilter Group LLC | 0.01% | Reduce -2.1% | 609 | $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 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 528 | $15K |
| PDS Planning, Inc | 0.00% | No change | 518 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $14K |
| Align Financial, LLC | 0.01% | — | 14,069 | $14K |
| Strategic Advocates LLC | 0.00% | No change | 468 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.5% | 430 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -4.8% | 421 | $12K |
| Breakwater Investment Management | 0.00% | Reduce -71.4% | 402 | $11K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $11K |
| Independence Bank of Kentucky | 0.00% | Reduce -44.9% | 400 | $11K |
| Archer Investment Corp | 0.00% | Add +0.5% | 392 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $11K |
| Team Financial Group, LLC | 0.00% | Add +0.5% | 378 | $11K |
| American National Bank & Trust | 0.00% | No change | 366 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $10K |
| PFC Capital Group, Inc. | 0.00% | New | 353 | $10K |
| Orion Capital Management LLC | 0.00% | No change | 348 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -34.8% | 339 | $10K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -35.4% | 328 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $9K |
| United Financial Planning Group LLC | 0.01% | New | 325 | $9K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 285 | $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% | No change | 264 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 245 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +5.0% | 233 | $7K |
| Maseco LLP | 0.00% | New | 222 | $6K |
| Vision Retirement, LLC | 0.00% | — | 220 | $6K |
| Creative Capital Management Investments LLC | 0.00% | New | 214 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 212 | $6K |
| Financial Perspectives, Inc | 0.00% | Add +0.5% | 203 | $6K |
| Noble Wealth Management PBC | 0.00% | Add +25.0% | 200 | $6K |
| Albion Financial Group | 0.00% | Add +0.6% | 182 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 176 | $5K |
| Walsh & Associates, LLC | 0.00% | — | 172 | $5K |
| Delta Asset Management LLC | 0.00% | Reduce -9.6% | 170 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 160 | $5K |
| City State Bank | 0.00% | No change | 150 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.4% | 144 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 137 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 116 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 114 | $3K |
| Prosperity Bancshares Inc | 0.00% | — | 104 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 98 | $3K |
| Greenline Wealth Management LLC | 0.00% | — | 97 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +1.2% | 86 | $2K |
| Garner Asset Management Corp | 0.00% | New | 84 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 82 | $2K |
| Quent Capital, LLC | 0.00% | New | 80 | $2K |
| Graney & King, LLC | 0.00% | No change | 77 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 73 | $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% | No change | 59 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.1% | 94 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 76 | $2K |
| Chesapeake Asset Management LLC | 0.00% | New | 69 | $2K |
| Beacon Financial Strategies CORP | 0.00% | New | 60 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 57 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 53 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 52 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $1K |
| Wilkerson Advisory Group LLC | 0.00% | — | 47 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 40 | $1K |
| Beacon Capital Management, Inc. | 0.00% | No change | 40 | $1K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -76.7% | 38 | $1K |
| Insight Inv LLC | 0.00% | New | 36 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -17.4% | 19 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 30 | $857 |
| HFM Investment Advisors, LLC | 0.00% | No change | 27 | $759 |
| Nemes Rush Group LLC | 0.00% | New | 20 | $570 |
| HM Payson & Co. | 0.00% | New | 20 | $570 |
| RHL Group, LLC | 0.00% | — | 16 | $456 |
| Trust Co | 0.00% | New | 6 | $171 |
| 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.