Schwab US Small-Cap ETFSCHAETF
13F holders, Q1 2026 (March 31)1,261holders +17
63new positions
50sold out
5famous investors
$29.14avg. 13F price*
At the end of Q1 2026, 1,261 institutions reported holding Schwab US Small-Cap ETF (SCHA) in their 13F filings, up 17 from Q4 2025. 63 opened new positions and 50 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Sei Investments Co. ($428.5M) and Bank of America Corp. ($424.2M). 5 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $35.2M |
| Exits | 50 | $58.7M |
All 13F filers, Q4 2025 → Q1 2026: 13,715,574 shares bought and 15,637,750 shares sold, net −1,922,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,261 holders
| Empower Advisory Group, LLC | 2.79% | Add +8.5% | 36,903,750 | $1.1B |
| Sei Investments Co. | 0.40% | Reduce -0.2% | 14,734,817 | $428.5M |
| Bank of America Corp. | 0.03% | Reduce -15.8% | 14,587,526 | $424.2M |
| Creative Planning | 0.12% | Reduce -11.7% | 5,992,974 | $174.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.5% | 5,804,013 | $168.8M |
| UBS Group AG | 0.03% | Add +27.5% | 5,129,724 | $149.2M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -5.3% | 4,583,359 | $133.3M |
| Advisory Alpha, LLC | 3.09% | Reduce -2.4% | 3,881,816 | $112.9M |
| Cerity Partners LLC | 0.16% | Add +2.3% | 3,844,244 | $112.0M |
| Mariner, LLC | 0.12% | Add +16.3% | 3,386,087 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -39.0% | 2,688,510 | $79.4M |
| LPL Financial LLC | 0.02% | Add +1.8% | 2,697,192 | $78.4M |
| Steele Capital Management, Inc. | 2.73% | Reduce -0.5% | 2,262,086 | $65.8M |
| Vantagepoint Investment Advisers LLC | 0.50% | Reduce -6.2% | 2,027,244 | $59.0M |
| Moneta Group Investment Advisors LLC | 0.44% | Add +3.6% | 2,025,667 | $58.9M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -5.4% | 2,008,641 | $58.4M |
| Osaic Holdings, Inc. | 0.08% | Add +17.2% | 1,842,691 | $53.5M |
| Betterment LLC | 0.10% | Add +8.4% | 1,839,896 | $53.5M |
| Jones Financial Companies LLLP | 0.03% | Add +27.0% | 1,869,605 | $53.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.4% | 1,782,550 | $51.8M |
| New York Life Investment Management LLC | 0.44% | Add +2.4% | 1,771,690 | $51.5M |
| Sims Investment Management, LLC | 18.54% | Reduce -5.3% | 1,734,769 | $50.4M |
| RMG Wealth Management LLC | 5.80% | Reduce -70.5% | 1,500,409 | $50.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +71.8% | 1,650,074 | $48.0M |
| 93 Financial Group, LLC | 20.86% | Reduce -3.6% | 1,608,645 | $46.8M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 1,601,927 | $46.6M |
| CoreCap Advisors, LLC | 1.58% | Add +0.5% | 1,594,940 | $46.4M |
| Gemmer Asset Management LLC | 3.50% | Add +0.7% | 1,521,296 | $44.2M |
| Golden Reserve Retirement LLC | 9.00% | Reduce -4.7% | 1,500,790 | $43.6M |
| Savant Capital, LLC | 0.21% | Reduce -3.4% | 1,464,613 | $42.6M |
| Kohmann Bosshard Financial Services, LLC | 3.98% | Add +3.5% | 1,406,465 | $40.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.6% | 1,400,172 | $40.7M |
| Corient Private Wealth LP | 0.06% | Reduce -6.8% | 1,384,923 | $40.1M |
| Focus Partners Wealth | 0.04% | Reduce -7.0% | 1,313,049 | $38.2M |
| Cetera Investment Advisers | 0.04% | Add +7.5% | 1,271,774 | $37.0M |
| Mokosak Advisory Group, LLC | 8.71% | Reduce -1.7% | 1,196,865 | $34.8M |
| Rainey & Randall Wealth Advisors Inc. | 5.58% | Reduce -0.7% | 1,181,707 | $34.4M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 1,106,106 | $32.2M |
| Johnson Investment Counsel Inc. | 0.25% | Add +37.2% | 1,045,004 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +22.4% | 1,044,296 | $30.4M |
| BlueSky Wealth Advisors, LLC | 3.89% | Add +4.2% | 1,039,134 | $30.2M |
| Klingenstein Fields & Co. LP | 1.18% | Reduce -7.0% | 1,028,297 | $29.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +1.9% | 989,759 | $28.8M |
| Noble Family Wealth, LLC | 5.92% | Add +0.7% | 986,306 | $28.7M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +64.8% | 985,135 | $28.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Add +26.6% | 966,196 | $28.1M |
| ForthRight Wealth Management, LLC | 7.87% | Add +0.4% | 954,561 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Add +29.2% | 941,688 | $27.4M |
| TruNorth Capital Management, LLC | 5.10% | Reduce -1.7% | 915,652 | $26.6M |
| Chicago Partners Investment Group LLC | 0.59% | Add +7.4% | 821,213 | $26.5M |
| Dynamic Advisor Solutions LLC | 0.80% | Add +1.4% | 877,551 | $25.5M |
| Old National Bancorp | 0.42% | Add +21.1% | 869,249 | $25.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.8% | 848,452 | $24.7M |
| FIDELIS iM, LLC | 9.33% | Add +3.1% | 848,134 | $24.7M |
| Charles Schwab Trust Co | 1.54% | Add +4.4% | 817,522 | $23.8M |
| Legacy Wealth Management, LLC | 1.38% | Reduce -3.8% | 814,448 | $23.7M |
| Joule Financial, LLC | 6.75% | Reduce -0.7% | 796,701 | $23.2M |
| Visionary Wealth Advisors | 1.01% | Add +8.6% | 786,564 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.1% | 775,194 | $22.5M |
| Exchange Traded Concepts, LLC | 0.17% | Add +4.2% | 746,866 | $21.7M |
| Summit Financial Strategies, Inc. | 1.70% | Reduce -18.9% | 740,763 | $21.5M |
| White & Co Financial Planning Inc | 14.89% | Reduce -1.1% | 728,443 | $21.2M |
| Ascension Capital Advisors, Inc. | 6.50% | Add +1.5% | 710,716 | $20.7M |
| Sage Financial Group Inc. | 1.33% | Add +1.4% | 704,058 | $20.5M |
| Merit Financial Group, LLC | 0.15% | Add +9.7% | 698,182 | $20.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.9% | 693,924 | $19.5M |
| Waterford Advisors, LLC | 6.10% | Add +1.5% | 684,686 | $19.2M |
| Seneca Financial Advisors LLC | 5.39% | Add +33.2% | 632,949 | $18.4M |
| Clearwater Capital Advisors, LLC | 1.46% | Add +1.9% | 624,063 | $18.1M |
| Summit Wealth & Retirement Planning, Inc. | 4.12% | Add +2.3% | 593,940 | $17.3M |
| Main Street Financial Solutions, LLC | 1.24% | Add +2.4% | 585,190 | $17.0M |
| ZynergyRetirementPlanningLLC | 10.05% | Reduce -1.8% | 571,593 | $16.6M |
| Modern Wealth Management, LLC | 0.28% | Add +0.2% | 562,920 | $16.5M |
| Matrix Trust Co | 2.65% | Reduce -0.1% | 549,098 | $16.0M |
| Bangor Savings Bank | 1.26% | Reduce -12.6% | 541,218 | $15.7M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -2.2% | 487,631 | $14.2M |
| RKL Wealth Management LLC | 1.27% | Reduce -9.0% | 486,494 | $14.1M |
| IMA Advisory Services, Inc. | 1.37% | Add +3.0% | 483,863 | $14.1M |
| St. Louis Trust Co | 1.61% | Reduce -4.0% | 473,953 | $13.8M |
| HHM Wealth Advisors, LLC | 1.56% | Add +4.4% | 465,370 | $13.5M |
| MAI Capital Management | 0.08% | Add +1.6% | 461,030 | $13.4M |
| North Star Asset Management Inc. | 0.58% | Add +1.9% | 460,464 | $13.4M |
| Missouri Trust & Investment Co | 3.84% | Add +15.9% | 449,823 | $13.1M |
| St. Johns Investment Management Company, LLC | 5.41% | Add +2.0% | 441,971 | $12.9M |
| Appleton Partners Inc. | 0.89% | Add +0.2% | 439,134 | $12.8M |
| Lido Advisors, LLC | 0.05% | Reduce -4.0% | 432,733 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -16.4% | 429,202 | $12.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.19% | Reduce -0.4% | 415,889 | $12.1M |
| Focus Financial Network, Inc. | 0.43% | Reduce -3.2% | 414,071 | $12.0M |
| US Bancorp \de | 0.01% | Reduce -2.3% | 410,300 | $11.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -6.5% | 408,316 | $11.9M |
| Tradition Wealth Management, LLC | 0.84% | Add +1.8% | 404,904 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.8% | 399,206 | $11.6M |
| Tiller Private Wealth, Inc. | 4.10% | Reduce -1.7% | 396,316 | $11.5M |
| Lutz Financial Services LLC | 0.77% | Reduce -3.0% | 396,280 | $11.5M |
| OneDigital Investment Advisors LLC | 0.11% | Add +0.4% | 394,701 | $11.5M |
| Sightline Wealth Advisors, LLC | 4.83% | Add +3.9% | 392,723 | $11.4M |
| Essex LLC | 2.01% | Add +0.3% | 391,403 | $11.4M |
| American Financial Advisors, LLC | 1.51% | Reduce -0.7% | 389,669 | $11.3M |
| MML Investors Services, LLC | 0.03% | Reduce -12.7% | 379,337 | $11.0M |
| FMR LLC | 0.00% | Add +20.1% | 376,920 | $11.0M |
| Strategic Family Wealth Counselors, L.L.C. | 2.86% | Reduce -3.5% | 374,539 | $10.9M |
| Courage Miller Partners, LLC | 2.99% | Add +0.1% | 364,250 | $10.6M |
| Amicus Financial Advisors, LLC | 2.89% | Reduce -1.3% | 360,252 | $10.5M |
| Texas Yale Capital Corp. | 0.29% | Reduce -0.8% | 356,469 | $10.4M |
| L2 Asset Management, LLC | 0.98% | New | 359,851 | $10.3M |
| AQR Capital Management | 0.00% | Add +127.6% | 352,701 | $10.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 346,727 | $10.1M |
| Diversify Wealth Management, LLC | 0.18% | Add +1.1% | 313,386 | $10.0M |
| Brand Asset Management Group, Inc. | 2.57% | Add +4.1% | 340,474 | $9.9M |
| Fortis Capital Management LLC | 1.30% | Add +17.8% | 335,415 | $9.8M |
| Fort Point Capital Partners LLC | 1.26% | Reduce -3.1% | 331,384 | $9.6M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -1.5% | 331,037 | $9.6M |
| Sunbelt Securities, Inc. | 0.61% | Add +3.8% | 329,819 | $9.6M |
| Midwest Trust Co | 0.12% | Reduce -0.4% | 327,824 | $9.5M |
| Curbstone Financial Management Corp | 1.82% | Add +1.6% | 327,468 | $9.5M |
| Whittier Trust Co. | 0.11% | Reduce -0.4% | 318,634 | $9.4M |
| Creekside Partners | 3.78% | Reduce -1.2% | 315,925 | $9.2M |
| Morris Financial Concepts, Inc. | 3.12% | Add +2.1% | 315,615 | $9.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +110.8% | 312,761 | $9.1M |
| Alliance Wealth Management Group | 1.98% | Reduce -1.6% | 310,751 | $9.0M |
| Towercrest Capital Management | 1.41% | Reduce -1.6% | 310,751 | $9.0M |
| Salem Investment Counselors Inc. | 0.27% | Add +2.1% | 310,674 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +183.0% | 306,125 | $8.9M |
| Patriot Investment Management Group, Inc. | 0.56% | Reduce -3.9% | 298,970 | $8.7M |
| Stratos Wealth Advisors, LLC | 0.53% | Reduce -0.5% | 298,547 | $8.7M |
| Athena Investment Management | 4.50% | Reduce -0.4% | 298,444 | $8.7M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +0.4% | 297,745 | $8.7M |
| Whittier Trust Co. of Nevada Inc. | 0.18% | Reduce -0.5% | 288,105 | $8.5M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -0.9% | 293,619 | $8.5M |
| Compass Financial Group, INC | 1.19% | Add +3.5% | 293,524 | $8.5M |
| HB Wealth Management, LLC | 0.06% | Add +1.8% | 293,221 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -20.7% | 287,780 | $8.4M |
| Stevens Capital Partners | 2.01% | Add +14.4% | 287,423 | $8.4M |
| Curi Capital, LLC | 0.15% | Reduce -2.4% | 286,474 | $8.3M |
| Global Wealth Strategies & Associates | 2.04% | Add +1855.1% | 285,898 | $8.3M |
| Kavar Capital Partners Group, LLC | 1.01% | Add +3.1% | 276,989 | $8.1M |
| Horizon Financial Services, LLC | 3.50% | Add +3.7% | 272,656 | $7.9M |
| Arnold Financial Planning LLC | 7.40% | Add +14.5% | 272,209 | $7.9M |
| Asset Dedication, LLC | 0.53% | Add +4.3% | 261,648 | $7.6M |
| EP Wealth Advisors, LLC | 0.04% | Add +21.8% | 259,632 | $7.6M |
| Cannon Capital Management, Inc. | 6.12% | Reduce -0.1% | 259,096 | $7.5M |
| Meeder Advisory Services, Inc. | 0.31% | Add +3.3% | 256,725 | $7.5M |
| Marquette Asset Management, LLC | 1.11% | Reduce -0.1% | 254,169 | $7.4M |
| Tortoise Investment Management, LLC | 0.61% | Add +1.8% | 254,119 | $7.4M |
| Arax Advisory Partners | 0.21% | Add +11.1% | 253,967 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +7.0% | 252,588 | $7.3M |
| Weaver Capital Management LLC | 1.59% | Add +955.2% | 251,155 | $7.3M |
| Victrix Investment Advisors | 2.62% | Add +5.3% | 247,727 | $7.2M |
| Friedenthal Financial | 3.61% | Add +1.2% | 247,404 | $7.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.20% | Reduce -3.2% | 243,731 | $7.1M |
| Asset Management Group, Inc. | 1.14% | Reduce -1.1% | 242,408 | $7.0M |
| Bell Investment Advisors, Inc | 1.09% | Reduce -2.7% | 239,415 | $7.0M |
| Monetary Solutions, Ltd | 6.69% | Reduce -1.9% | 238,090 | $6.9M |
| Debussy Capital Management LP | 0.95% | Reduce -0.1% | 237,413 | $6.9M |
| Gill Capital Partners, LLC | 1.97% | Reduce -0.5% | 235,718 | $6.9M |
| Black Diamond Financial, LLC | 0.74% | Reduce -1.7% | 234,235 | $6.8M |
| Meridian Wealth Management, LLC | 0.24% | Add +0.5% | 233,327 | $6.8M |
| KRM Wealth Management L.L.C. | 3.53% | Add +6.3% | 233,204 | $6.8M |
| Mather Group, Llc. | 0.07% | Add +0.7% | 232,539 | $6.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.8% | 232,189 | $6.7M |
| Allworth Financial LP | 0.03% | Reduce -1.1% | 230,895 | $6.7M |
| Family Legacy Financial Solutions, LLC | 5.18% | Add +4.2% | 217,140 | $6.4M |
| Bernard Wealth Management Corp. | 2.72% | Reduce -0.1% | 219,102 | $6.4M |
| Fifth Third Securities, Inc. | 0.40% | Add +3.2% | 213,522 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.6% | 213,078 | $6.2M |
| Lodestar Private Asset Management LLC | 0.61% | Add +2.1% | 212,022 | $6.2M |
| Womack Financial LLC | 4.52% | Add +1.2% | 211,184 | $6.1M |
| PFG Advisors | 0.30% | Add +30.1% | 208,408 | $6.1M |
| Meriwether Wealth & Planning, LLC | 3.26% | Add +4.4% | 204,629 | $6.0M |
| Floyd Financial Group LLC | 3.95% | Reduce -0.2% | 188,605 | $5.9M |
| Wilkins Miller Wealth Management, LLC | 3.58% | Add +1.3% | 203,404 | $5.9M |
| Cutler Investment Counsel LLC | 0.60% | Add +10.6% | 201,800 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +78.0% | 200,960 | $5.8M |
| Chilton Capital Management LLC | 0.20% | Reduce -2.5% | 200,670 | $5.8M |
| Integrity Advisory Solutions, LLC | 0.77% | Add +4.8% | 199,234 | $5.8M |
| Orgel Wealth Management, LLC | 0.12% | Reduce -2.2% | 198,315 | $5.8M |
| Guerra Pan Advisors, LLC | 3.56% | Reduce -1.3% | 197,876 | $5.8M |
| NWM Advisors, LLC | 5.20% | Add +8.1% | 196,478 | $5.7M |
| Meridian Management Co. | 1.42% | Reduce -6.7% | 196,093 | $5.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.71% | Reduce -1.4% | 195,796 | $5.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +14.7% | 193,606 | $5.7M |
| Ballast Advisors LLC | 1.65% | Add +5.6% | 195,171 | $5.7M |
| Modera Wealth Management, LLC | 0.07% | Add +3.1% | 193,959 | $5.6M |
| K2 Financial Inc. | 4.09% | Add +2.1% | 174,595 | $5.6M |
| Garde Capital, Inc. | 0.34% | Reduce -5.0% | 193,329 | $5.6M |
| Davis Capital Management | 3.79% | Add +2.0% | 192,388 | $5.6M |
| Powers Advisory Group, LLC | 1.97% | Add +0.2% | 191,821 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +0.6% | 191,698 | $5.6M |
| IFP Advisors, Inc | 0.11% | Reduce -2.4% | 189,296 | $5.5M |
| Cwm, LLC | 0.01% | Reduce -8.2% | 188,241 | $5.5M |
| FF Advisors,LLC | 2.19% | Add +5.8% | 168,148 | $5.4M |
| James J. Burns & Company, LLC | 0.73% | Reduce -0.9% | 185,173 | $5.4M |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 184,960 | $5.4M |
| Nikulski Financial, Inc. | 1.32% | Reduce -0.3% | 183,731 | $5.3M |
| Opus Capital Group, LLC | 0.57% | Add +0.1% | 181,822 | $5.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +1.3% | 179,482 | $5.2M |
| Blue Bell Private Wealth Management, LLC | 0.75% | Reduce -0.6% | 178,712 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.5% | 178,590 | $5.2M |
| Rwa Wealth Partners, LLC | 0.06% | Add +10.8% | 178,573 | $5.2M |
| Chesapeake Wealth Management | 1.59% | Add +0.3% | 178,183 | $5.2M |
| Wealthfront Advisers LLC | 0.01% | Add +3.6% | 177,425 | $5.2M |
| Arbor Trust Wealth Advisors, LLC | 2.26% | Reduce -1.2% | 176,628 | $5.1M |
| Compound Planning, Inc. | 0.16% | Reduce -6.6% | 174,965 | $5.1M |
| Citadel Advisors | 0.00% | Add +972.5% | 174,856 | $5.1M |
| Mission Wealth Management, LP | 0.11% | Reduce -1.2% | 174,686 | $5.1M |
| Certior Financial Group, LLC | 3.22% | Add +5.8% | 173,748 | $5.1M |
| BCS Wealth Management | 1.03% | Reduce -51.8% | 173,257 | $5.0M |
| Evergreen Capital Management LLC | 0.11% | Reduce -1.0% | 171,454 | $5.0M |
| Plancorp, LLC | 0.14% | Reduce -8.2% | 160,470 | $4.9M |
| Values Added Financial LLC | 2.06% | Reduce -0.2% | 168,329 | $4.9M |
| Anchor Investment Management, LLC | 0.41% | Reduce -0.7% | 167,990 | $4.9M |
| Asset Allocation Strategies LLC | 0.86% | Add +1.3% | 166,586 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.8% | 165,989 | $4.8M |
| Upper Left Wealth Management, LLC | 2.79% | Reduce -1.5% | 162,613 | $4.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +8.7% | 161,090 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +9.3% | 159,774 | $4.6M |
| Integrated Advisors Network LLC | 0.24% | Reduce -30.8% | 154,292 | $4.5M |
| Councilor Wealth, LLC | 2.14% | Reduce -0.9% | 151,578 | $4.4M |
| WBH Advisory Inc. | 0.33% | Add +0.4% | 150,183 | $4.4M |
| CFG Wealth Management Services, Inc. | 4.14% | Add +0.8% | 154,452 | $4.4M |
| IFS Advisors, LLC | 2.25% | Add +4.2% | 150,002 | $4.4M |
| Wealthspire Retirement, LLC | 0.26% | Add +2.3% | 149,639 | $4.4M |
| World Investment Advisors | 0.07% | Add +35.9% | 149,061 | $4.3M |
| J. Derek Lewis & Associates Inc. | 0.97% | Add +2.9% | 148,376 | $4.3M |
| Lighthouse Wealth Management Inc. | 2.91% | Add +3.0% | 147,106 | $4.3M |
| Avior Wealth Management, LLC | 0.12% | Add +185.8% | 145,664 | $4.2M |
| Choreo, LLC | 0.05% | Add +192.9% | 145,544 | $4.2M |
| Rinkey Investments | 1.08% | Reduce -1.1% | 144,749 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.3% | 144,728 | $4.2M |
| Cambridge Financial Group, LLC | 1.42% | Reduce -29.4% | 144,226 | $4.2M |
| Destination Wealth Management | 0.11% | Add +16.5% | 144,012 | $4.2M |
| Foster Victor Wealth Advisors, LLC | 0.24% | Reduce -1.7% | 132,832 | $4.2M |
| Wealth Architects, LLC | 0.37% | Reduce -0.5% | 142,650 | $4.1M |
| Gordian Advisors LLC | 2.72% | Reduce -0.3% | 140,327 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.0% | 139,929 | $4.1M |
| Churchill Financial Advisors, LLC | 0.85% | Reduce -3.0% | 138,370 | $4.0M |
| Cornerstone Advisors Asset Management, LLC | 0.62% | Reduce -0.5% | 137,921 | $4.0M |
| Global Strategic Investment Solutions, LLC | 0.39% | Reduce -0.4% | 137,817 | $4.0M |
| Abound Wealth Management | 0.91% | Add +1.1% | 137,283 | $4.0M |
| Frisco Financial Planning LLC | 3.26% | Add +6.1% | 135,958 | $4.0M |
| DHJJ Financial Advisors, Ltd. | 1.30% | Add +0.9% | 135,172 | $3.9M |
| Patten & Patten Inc. | 0.24% | Add +5.8% | 135,080 | $3.9M |
| United Advisor Group, LLC | 0.49% | Add +7.5% | 134,819 | $3.9M |
| Outfitters Financial LLC | 3.01% | Reduce -1.1% | 133,661 | $3.9M |
| Tradewinds Capital Management, LLC | 0.77% | Add +5.5% | 132,629 | $3.9M |
| Embree Financial Group | 0.45% | Add +1.5% | 132,406 | $3.9M |
| Meramec Financial Planners, LLC | 1.52% | Reduce -4.7% | 118,536 | $3.8M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -3.7% | 130,111 | $3.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.8% | 129,990 | $3.8M |
| Leisure Capital Management | 1.31% | Reduce -8.8% | 128,988 | $3.8M |
| Valmark Advisers, Inc. | 0.04% | Add +2.6% | 128,712 | $3.7M |
| HBK Sorce Advisory LLC | 0.08% | Add +3.8% | 110,869 | $3.7M |
| Sensible Money, LLC | 1.13% | Reduce -0.3% | 127,320 | $3.7M |
| Newman Dignan & Sheerar, Inc. | 0.78% | Reduce -0.8% | 126,589 | $3.7M |
| Downshift Financial, LLC | 1.89% | Reduce -21.3% | 114,329 | $3.6M |
| Diligent Investors, LLC | 0.90% | Reduce -1.8% | 124,353 | $3.6M |
| Gleason Group, Inc. | 0.36% | Reduce -0.8% | 123,836 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -31.1% | 123,646 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +95.1% | 123,020 | $3.6M |
| Csenge Advisory Group | 0.16% | Reduce -2.1% | 122,264 | $3.6M |
| Valpey Financial Services, LLC | 2.30% | Reduce -4.7% | 121,805 | $3.5M |
| BlackRock, Inc. | 0.00% | Add +22.5% | 121,271 | $3.5M |
| Cynosure Group, LLC | 0.44% | Add +6.1% | 120,763 | $3.5M |
| Community Bank, N.A. | 0.42% | Reduce -2.0% | 120,714 | $3.5M |
| Vise Technologies, Inc. | 0.07% | No change | 120,923 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.1% | 118,325 | $3.4M |
| Broadleaf Partners, LLC | 0.80% | Reduce -4.8% | 118,239 | $3.4M |
| Koesten, Hirschmann & Crabtree, INC. | 1.67% | Reduce -0.7% | 118,002 | $3.4M |
| Boltwood Capital Management | 0.87% | Add +2.9% | 117,932 | $3.4M |
| Cahill Financial Advisors Inc. | 0.37% | Reduce -11.2% | 117,665 | $3.4M |
| Cornerstone Wealth Group, LLC | 0.22% | Reduce -13.3% | 105,955 | $3.4M |
| Capital Analysts, LLC | 0.09% | Reduce -30.3% | 116,257 | $3.4M |
| Valley National Advisers Inc. | 0.44% | Reduce -2.1% | 115,912 | $3.4M |
| AlphaCore Capital LLC | 0.08% | Reduce -2.6% | 115,423 | $3.4M |
| Lee Financial Co | 0.47% | Add +3.8% | 113,911 | $3.3M |
| Pittenger & Anderson Inc. | 0.13% | Reduce -4.1% | 113,560 | $3.3M |
| Triangle Securities Wealth Management | 0.75% | Reduce -3.2% | 113,215 | $3.3M |
| Foster Group, Inc. | 0.10% | Add +4.6% | 111,400 | $3.2M |
| Paces Ferry Wealth Advisors, LLC | 1.34% | Reduce -1.2% | 110,648 | $3.2M |
| Vision Capital Management, Inc. | 0.40% | Reduce -0.7% | 108,954 | $3.2M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | Reduce -2.4% | 108,947 | $3.2M |
| John Boyer, Inc. | 3.14% | Reduce -9.4% | 107,999 | $3.1M |
| Next Capital Management LLC | 0.95% | Reduce -9.4% | 107,890 | $3.1M |
| Smith Thornton Advisors LLC | 1.57% | Add +0.3% | 107,153 | $3.1M |
| Independent Advisor Alliance | 0.03% | New | 106,350 | $3.1M |
| Accelerate Investment Advisors LLC | 2.03% | Reduce -0.1% | 104,526 | $3.0M |
| Midwestern Financial, LLC | 2.39% | Add +24.6% | 104,298 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +278.3% | 104,145 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.3% | 103,928 | $3.0M |
| Phil A. Younker & Associates, Ltd. | 2.01% | Add +2.5% | 103,747 | $3.0M |
| Guardian Financial Partners, LLC | 1.27% | Add +5.3% | 103,538 | $3.0M |
| Element Wealth, LLC | 1.24% | Reduce -0.2% | 103,223 | $3.0M |
| Alpha Omega Wealth Management LLC | 0.49% | Reduce -0.2% | 103,136 | $3.0M |
| NBT Bank, N.A. | 0.20% | Add +24.6% | 103,001 | $3.0M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -0.9% | 102,397 | $3.0M |
| Phillips Financial Management, LLC | 0.21% | Reduce -2.9% | 101,378 | $2.9M |
| Summit Financial, LLC | 0.04% | Add +0.7% | 101,289 | $2.9M |
| Arcataur Capital Management LLC | 0.82% | Reduce -4.1% | 101,111 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +56.6% | 99,264 | $2.9M |
| Elser Financial Planning, Inc | 0.14% | Reduce -5.3% | 98,821 | $2.9M |
| WealthShield Partners, LLC | 0.32% | Reduce -2.6% | 98,716 | $2.9M |
| 1834 Investment Advisors Co. | 0.36% | Add +0.4% | 97,894 | $2.8M |
| Ieq Capital, LLC | 0.01% | Add +9.6% | 97,596 | $2.8M |
| Game Plan Financial Advisors, LLC | 1.32% | Reduce -6.4% | 97,357 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +4.9% | 97,260 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.31% | Reduce -0.4% | 96,396 | $2.8M |
| Sunburst Financial Group, LLC | 0.54% | Reduce -0.4% | 96,108 | $2.8M |
| Harbor Group, Inc. | 0.40% | Reduce -4.2% | 95,728 | $2.8M |
| Wealth Enhancement Trust Services, Inc. | 0.33% | Reduce -21.2% | 95,120 | $2.8M |
| ProVise Management Group, LLC | 0.20% | Add +0.1% | 94,447 | $2.7M |
| Northeast Financial Group, Inc. | 0.73% | Add +3.9% | 94,042 | $2.7M |
| Investors Research Corp | 0.52% | Reduce -0.9% | 92,991 | $2.7M |
| Ironwood Wealth Management, LLC. | 0.77% | Reduce -0.1% | 91,987 | $2.7M |
| Econ Financial Services Corp | 1.23% | Add +131.1% | 91,369 | $2.7M |
| Eagle Harbor Asset Management Inc. | 2.26% | Reduce -0.6% | 90,783 | $2.6M |
| Firestone Capital Management | 0.55% | Add +4.3% | 90,722 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -2.3% | 90,482 | $2.6M |
| Breachway Investments LLC | 2.52% | Add +1.0% | 89,355 | $2.6M |
| Centerpoint Advisors, LLC | 0.85% | Reduce -0.0% | 90,000 | $2.6M |
| MADDEN SECURITIES Corp | 0.78% | Reduce -0.3% | 89,487 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -2.1% | 89,421 | $2.6M |
| Serenity Investment Advisors | 1.21% | Reduce -6.8% | 77,488 | $2.6M |
| Revolve Wealth Partners, LLC | 0.34% | Reduce -0.5% | 88,746 | $2.6M |
| L.K. Benson & Company, P.C. | 0.85% | Reduce -0.1% | 88,741 | $2.6M |
| First Growth Capital LLC | 2.34% | No change | 87,861 | $2.6M |
| Juno Financial Group LLC | 1.00% | Add +2.6% | 87,391 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +2.3% | 89,028 | $2.5M |
| Murphy & Mullick Capital Management Corp | 1.86% | Reduce -1.0% | 86,451 | $2.5M |
| Winthrop Capital Management, LLC | 0.64% | Reduce -0.4% | 86,113 | $2.5M |
| Panoramic Investment Advisors, LLC | 1.34% | Add +7.7% | 85,227 | $2.5M |
| Savvy Advisors, Inc. | 0.07% | Add +2.5% | 84,498 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +2121.5% | 84,284 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.87% | Reduce -2.1% | 83,758 | $2.4M |
| Allen Capital Group, LLC | 0.22% | Add +4.8% | 83,521 | $2.4M |
| IF Advisors, LLC | 1.71% | Reduce 0.0% | 83,149 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.0% | 82,984 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.35% | Reduce -4.8% | 82,815 | $2.4M |
| Citizens Financial Group Inc. | 0.03% | Reduce -17.8% | 82,688 | $2.4M |
| CMH Wealth Management LLC | 0.41% | New | 82,619 | $2.4M |
| Dorato Capital Management | 1.77% | Reduce -1.7% | 78,508 | $2.4M |
| McAdam, LLC | 0.11% | Reduce -4.7% | 82,231 | $2.4M |
| Larson Financial Group LLC | 0.08% | Reduce -1.2% | 81,686 | $2.4M |
| Columbus Macro, LLC | 0.25% | Add +2.2% | 81,217 | $2.4M |
| Bank of Montreal | 0.00% | Add +6.5% | 80,655 | $2.3M |
| Aspen Investment Management Inc | 0.72% | Add +0.0% | 80,640 | $2.3M |
| Consilium Wealth Advisory, LLC | 0.79% | Add +0.0% | 80,143 | $2.3M |
| Code Waechter LLC | 1.37% | Reduce -1.1% | 79,528 | $2.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.97% | No change | 80,738 | $2.3M |
| Sage Financial Management Group, Inc. | 0.70% | Add +2.0% | 78,752 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +31.2% | 78,593 | $2.3M |
| MeadowBrook Investment Advisors LLC | 2.06% | Add +380.3% | 78,536 | $2.3M |
| Sequent Planning LLC | 0.55% | Add +25.2% | 77,893 | $2.3M |
| Bluestem Financial Advisors, LLC | 0.87% | Add +0.0% | 77,805 | $2.3M |
| Hanseatic Management Services Inc. | 2.16% | — | 77,684 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -10.6% | 77,548 | $2.3M |
| Moneywise, Inc. | 0.98% | Reduce -26.8% | 77,471 | $2.3M |
| Clearstead Advisors, LLC | 0.02% | Add +3.1% | 77,407 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +5.7% | 77,342 | $2.2M |
| CDKV Holdings LLC | 1.95% | Add +4.5% | 76,572 | $2.2M |
| American Investment Services, Inc. | 0.50% | Reduce -2.7% | 76,343 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.0% | 67,571 | $2.2M |
| Caprock Group, LLC | 0.05% | Reduce -5.4% | 75,081 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -4.2% | 74,840 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -0.5% | 74,783 | $2.2M |
| Range Advisory, LLC | 0.40% | Add +92.1% | 74,694 | $2.2M |
| Wealth Group Ltd | 0.49% | Reduce -0.6% | 74,619 | $2.2M |
| FSM Wealth Advisors, LLC | 0.28% | Reduce -12.3% | 74,214 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 73,907 | $2.1M |
| Advisor OS, LLC | 0.15% | Reduce -19.6% | 73,620 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -10.0% | 73,369 | $2.1M |
| Strategic Financial Concepts, LLC | 0.52% | New | 72,818 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.1% | 72,764 | $2.1M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.1% | 72,451 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +21.3% | 72,294 | $2.1M |
| JFS Wealth Advisors, LLC | 0.12% | Reduce -1.6% | 71,671 | $2.1M |
| Whelan Financial | 0.65% | Reduce -1.0% | 71,587 | $2.1M |
| Everhart Financial Group, Inc. | 0.18% | Add +1.2% | 71,303 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.22% | Reduce -1.5% | 70,477 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +0.4% | 69,980 | $2.0M |
| Leo H. Evart, Inc. | 1.74% | — | 69,838 | $2.0M |
| Compass Advisory Group LLC | 0.54% | Reduce -7.9% | 69,592 | $2.0M |
| TD Private Client Wealth LLC | 0.04% | Add +45.9% | 69,383 | $2.0M |
| Bailard, Inc. | 0.05% | Add +4.4% | 69,310 | $2.0M |
| Blossom Wealth Management | 2.98% | Add +33.0% | 69,117 | $2.0M |
| SWS Partners | 0.49% | Reduce -3.7% | 68,818 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.6% | 68,573 | $2.0M |
| Summit Financial Wealth Advisors, LLC | 0.28% | Reduce -2.9% | 67,927 | $2.0M |
| Elm Partners Management LLC | 0.09% | Add +95.8% | 70,129 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.35% | Add +1.1% | 67,579 | $2.0M |
| VSM Wealth Advisory, LLC | 0.58% | Add +1.6% | 66,995 | $1.9M |
| Financial Solutions Advisory Group, Inc. | 0.27% | — | 66,433 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +1.2% | 66,206 | $1.9M |
| LTG Capital LLC | 1.47% | Add +0.5% | 66,073 | $1.9M |
| Madison Park Capital Advisors, LLC | 1.49% | Reduce -0.9% | 65,122 | $1.9M |
| Jacobs Equity LLC | 1.69% | Add +0.1% | 65,062 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -3.3% | 64,948 | $1.9M |
| Moller Wealth Partners | 0.37% | Reduce -2.8% | 64,837 | $1.9M |
| Warwick Investment Management, Inc. | 0.27% | Add +0.3% | 64,532 | $1.9M |
| Kelman-Lazarov, Inc. | 0.27% | Reduce -0.3% | 64,394 | $1.9M |
| WJ Financial Advisors LLC | 1.51% | Add +7.0% | 64,221 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.9% | 63,884 | $1.9M |
| Vista Capital Partners, Inc. | 0.19% | Reduce -3.5% | 63,804 | $1.9M |
| Bouchey Financial Group, Ltd. | 0.13% | Reduce -79.2% | 59,565 | $1.8M |
| Duncker Streett & Co. Inc. | 0.34% | Add +0.0% | 62,008 | $1.8M |
| LVW Advisors, LLC | 0.17% | Reduce -2.6% | 61,639 | $1.8M |
| Krilogy Financial LLC | 0.06% | Reduce -1.2% | 56,198 | $1.8M |
| Apella Capital, LLC | 0.03% | Reduce -2.8% | 54,919 | $1.8M |
| Atlas Capital Advisors Inc. | 0.20% | Add +0.6% | 60,858 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.59% | Reduce -2.5% | 60,710 | $1.8M |
| Clearview Wealth Management LLC | 1.23% | — | 59,980 | $1.7M |
| Kiley Juergens Wealth Management, LLC | 0.31% | Add +5.0% | 59,750 | $1.7M |
| Argos Wealth Advisors, LLC | 0.50% | Add +0.0% | 59,714 | $1.7M |
| Mendel Capital Management LLC | 0.87% | — | 59,489 | $1.7M |
| Principia Wealth Advisory, LLC | 0.97% | Add +84.8% | 59,066 | $1.7M |
| North Forty Two & Co. | 1.58% | Add +7.6% | 58,880 | $1.7M |
| Wedmont Private Capital | 0.06% | Add +10.2% | 55,771 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +20.1% | 58,512 | $1.7M |
| Tenret Co LLC | 0.82% | Reduce -0.7% | 58,188 | $1.7M |
| JM2 Capital Inc. | 1.40% | Add +10.5% | 58,113 | $1.7M |
| Bravias Capital Group, LLC | 1.09% | Reduce -2.7% | 57,520 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -31.5% | 56,875 | $1.7M |
| Summit Place Financial Advisors, LLC | 0.79% | Add +5.9% | 56,810 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 56,427 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -2.3% | 56,404 | $1.6M |
| Naples Global Advisors, LLC | 0.12% | Add +2.0% | 56,133 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.8% | 55,931 | $1.6M |
| Arcadia Investment Advisors LLC | 0.77% | Reduce -3.2% | 55,897 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.7% | 55,810 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -0.9% | 55,708 | $1.6M |
| Greenhouse Wealth Management, LLC | 1.00% | Reduce -3.1% | 55,497 | $1.6M |
| ARK & TLK Investments, LLC | 0.43% | No change | 55,000 | $1.6M |
| Nestegg Advisors, Inc. | 1.39% | Reduce -0.8% | 54,444 | $1.6M |
| Milestone Investment Advisors LLC | 0.38% | Reduce -0.6% | 54,372 | $1.6M |
| Cambridge Advisors Inc. | 0.31% | Reduce -0.4% | 54,089 | $1.6M |
| Capital Squared Financial LLC | 1.20% | Add +23.2% | 53,969 | $1.6M |
| BankPlus Wealth Management LLC | 0.80% | Add +16.3% | 53,504 | $1.6M |
| RCW Management, LLC | 1.59% | Reduce -1.2% | 53,485 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Add +6.1% | 67,086 | $1.5M |
| CRA Financial Services, LLC | 0.20% | Reduce -8.8% | 52,779 | $1.5M |
| Seek First Inc. | 1.08% | Add +0.8% | 52,596 | $1.5M |
| OFS Enterprise LLC | 0.44% | — | 52,032 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -1.0% | 51,480 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -6.1% | 51,225 | $1.5M |
| Intellus Advisors LLC | 0.20% | Add +2.9% | 51,089 | $1.5M |
| Denver PWM, LLC | 0.51% | Reduce -45.6% | 44,326 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +34.4% | 50,919 | $1.5M |
| Spartan Wealth Advisory Services LLC | 0.13% | — | 50,805 | $1.5M |
| Enclave Advisors LLC | 0.21% | Reduce -4.8% | 50,544 | $1.5M |
| Blue Sky Capital Consultants Group, Inc. | 0.69% | Add +11.4% | 49,939 | $1.5M |
| Elmwood Wealth Management, Inc. | 0.40% | Reduce -0.1% | 49,897 | $1.5M |
| Bensler, LLC | 0.15% | Reduce -14.8% | 49,667 | $1.4M |
| Wiser Advisor Group LLC | 1.74% | Add +23.5% | 49,564 | $1.4M |
| Passive Capital Management, LLC. | 0.43% | Add +1.2% | 49,554 | $1.4M |
| Sprinkle Financial Consultants LLC | 0.66% | Reduce -0.7% | 49,349 | $1.4M |
| Virtue Capital Management, LLC | 0.22% | Reduce -5.7% | 51,078 | $1.4M |
| MilWealth Group LLC | 0.34% | No change | 49,198 | $1.4M |
| Envision Financial LLC | 0.76% | Reduce -6.8% | 48,881 | $1.4M |
| HC Advisors, LLC | 0.95% | Add +4.0% | 48,864 | $1.4M |
| XY Planning Network, Inc. | 0.23% | Add +0.5% | 48,343 | $1.4M |
| Spinnaker Investment Group, LLC | 0.29% | Reduce -16.3% | 48,707 | $1.4M |
| Beacon Advisors Holdings, LLC | 0.76% | No change | 48,640 | $1.4M |
| &partners | 0.01% | Add +7.1% | 48,438 | $1.4M |
| Cooper/Haims Advisors, LLC | 0.66% | Reduce -1.5% | 48,278 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Reduce -0.6% | 48,261 | $1.4M |
| Milestone Asset Management Group, LLC | 0.82% | Reduce -0.5% | 48,084 | $1.4M |
| Cape Investment Advisory, Inc. | 0.46% | Reduce -1.3% | 47,862 | $1.4M |
| Laraway Financial Advisors Inc | 0.97% | Reduce -9.1% | 47,672 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -8.2% | 47,664 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -5.5% | 47,597 | $1.4M |
| BCK Partners, Inc. | 0.75% | Reduce -0.6% | 47,464 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +19.6% | 47,441 | $1.4M |
| NorthRock Partners, LLC | 0.02% | Reduce -2.6% | 47,361 | $1.4M |
| Rede Wealth, LLC | 0.49% | Add +8.9% | 47,287 | $1.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | Reduce -0.6% | 46,984 | $1.4M |
| Heartwood Wealth Advisors LLC | 0.12% | Add +1.7% | 46,939 | $1.4M |
| West Paces Advisors Inc. | 0.26% | Reduce -3.4% | 46,649 | $1.4M |
| Aspen Grove Capital, LLC | 0.26% | Reduce -5.1% | 46,521 | $1.4M |
| Planned Solutions, Inc. | 0.45% | Reduce -0.0% | 46,478 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.1% | 46,064 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Reduce -1.4% | 45,843 | $1.3M |
| OneAscent Financial Services LLC | 0.07% | Reduce -6.5% | 45,452 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -1.8% | 45,115 | $1.3M |
| Diversified Enterprises, LLC | 0.07% | Reduce -13.5% | 45,111 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Reduce -1.8% | 44,870 | $1.3M |
| Westmount Partners, LLC | 0.32% | No change | 44,716 | $1.3M |
| Ironwood Financial, llc | 0.23% | Reduce -0.1% | 44,688 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +83.9% | 44,612 | $1.3M |
| Wisconsin Capital Management LLC | 0.71% | Add +1.4% | 44,600 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | Reduce -1.2% | 44,501 | $1.3M |
| Gradient Capital Advisors, LLC | 0.34% | Reduce -2.3% | 44,481 | $1.3M |
| Brighton Jones LLC | 0.03% | New | 44,130 | $1.3M |
| Windsor Advisory Group, LLC | 1.07% | New | 44,085 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -9.4% | 43,695 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.1% | 43,343 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -8.0% | 43,174 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.58% | Add +497.0% | 43,050 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -10.0% | 42,907 | $1.2M |
| Nicollet Investment Management, Inc. | 0.42% | No change | 42,558 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +12.5% | 42,367 | $1.2M |
| Great Waters Wealth Management | 0.13% | Reduce -1.1% | 42,355 | $1.2M |
| Carroll Advisory Group, LLC | 0.48% | Reduce -8.7% | 42,320 | $1.2M |
| Tempus Wealth Planning, LLC | 0.28% | Add +1.6% | 42,255 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +14.7% | 41,817 | $1.2M |
| Nwam LLC | 0.07% | Add +1.3% | 41,287 | $1.2M |
| Fisher Asset Management | 0.00% | Add +204.4% | 41,205 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.3% | 41,113 | $1.2M |
| Coastwise Capital Group, LLC | 0.66% | Reduce -1.4% | 41,109 | $1.2M |
| Dearborn Partners LLC | 0.06% | Add +26.7% | 40,850 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -9.4% | 40,791 | $1.2M |
| Claro Advisors Inc. | 0.14% | Add +7.6% | 40,690 | $1.2M |
| Joseph Group Capital Management | 0.29% | Reduce -7.1% | 40,534 | $1.2M |
| Coastline Complete Wealth LLC | 0.73% | Add +4.0% | 40,369 | $1.2M |
| TPG Advisors LLC | 0.73% | Reduce -0.5% | 40,056 | $1.2M |
| Fonville Wealth Management LLC | 0.22% | Reduce -11.8% | 39,911 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.77% | Reduce -1.5% | 39,740 | $1.2M |
| Shearwater Capital LLC | 0.61% | New | 39,703 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 39,637 | $1.2M |
| Collective Family Office LLC | 0.26% | Reduce -1.2% | 39,343 | $1.1M |
| Grantvest Financial Group LLC | 0.74% | Add +0.0% | 39,099 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.1% | 38,972 | $1.1M |
| Omega Financial Group, LLC | 0.37% | Reduce -5.9% | 38,495 | $1.1M |
| Mengis Capital Management, Inc. | 0.19% | Reduce -0.1% | 38,036 | $1.1M |
| CFC Planning Co LLC | 0.80% | Add +25.9% | 37,980 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.5% | 37,944 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | New | 37,940 | $1.1M |
| Elevation Wealth Partners, LLC | 0.39% | Add +1.3% | 37,896 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | Add +3.5% | 37,868 | $1.1M |
| Red Tortoise LLC | 0.46% | Add +0.0% | 37,714 | $1.1M |
| MBL Wealth, LLC | 0.08% | Reduce -0.3% | 37,600 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 37,403 | $1.1M |
| Ifrah Financial Services, Inc. | 0.29% | Reduce -2.8% | 37,376 | $1.1M |
| Summit Asset Management, LLC | 0.15% | Reduce -1.5% | 37,141 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +6.2% | 37,054 | $1.1M |
| Cozad Asset Management Inc. | 0.08% | Reduce -2.5% | 37,040 | $1.1M |
| Paulson Wealth Management Inc. | 0.25% | Reduce -0.5% | 36,980 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +0.7% | 36,953 | $1.1M |
| Roberts Wealth Advisors, LLC | 0.27% | Add +12.1% | 36,897 | $1.1M |
| Market Street Wealth Management Advisors LLC | 0.17% | No change | 36,413 | $1.1M |
| S.A. Mason LLC | 0.40% | Reduce -0.1% | 36,371 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -87.4% | 36,247 | $1.1M |
| Sculati Wealth Management, LLC | 0.39% | Reduce -0.0% | 36,242 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -4.2% | 36,212 | $1.1M |
| Scarborough Advisors, LLC | 0.11% | New | 36,007 | $1.0M |
| Smithbridge Asset Management Inc. | 0.15% | Reduce -50.9% | 35,461 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -2.3% | 35,272 | $1.0M |
| Eley Financial Management, Inc | 0.37% | Reduce -0.6% | 35,048 | $1.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 35,045 | $1.0M |
| Index Fund Advisors, Inc. | 0.05% | Add +1.3% | 34,955 | $1.0M |
| Hurlow Wealth Management Group, Inc. | 0.24% | Reduce -0.8% | 34,948 | $1.0M |
| Roundview Capital LLC | 0.06% | Add +3.5% | 34,746 | $1.0M |
| Essential Partners LLC | 0.34% | Add +3.7% | 34,391 | $1.0M |
| Armor Investment Advisors, LLC | 0.36% | Reduce -5.4% | 34,248 | $996K |
| Myecfo, LLC | 0.42% | Add +2.7% | 34,181 | $994K |
| Dickmeyer Boyce Financial Management, Inc. | 0.58% | — | 33,916 | $986K |
| Parsons Capital Management Inc. | 0.04% | Reduce -8.0% | 33,661 | $979K |
| Aspire Capital Advisors LLC | 0.22% | Reduce -6.7% | 33,529 | $975K |
| Directional Asset Management | 0.88% | Reduce -12.2% | 33,200 | $965K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.33% | Add +0.7% | 33,171 | $965K |
| Carolina Wealth Advisors, LLC | 0.40% | Reduce -12.9% | 33,110 | $963K |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.4% | 32,928 | $958K |
| Climber Capital SA | 0.63% | Reduce -28.3% | 35,546 | $956K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -0.3% | 32,643 | $949K |
| Clear Point Advisors Inc. | 0.73% | Add +0.2% | 32,287 | $939K |
| Summitpoint Capital Management | 1.18% | — | 32,538 | $927K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.5% | 31,585 | $918K |
| Twele Capital Management, Inc. | 0.16% | Reduce -0.3% | 31,207 | $908K |
| Bond & Devick Financial Network, Inc. | 0.25% | No change | 31,122 | $905K |
| Hengehold Capital Management LLC | 0.08% | Add +0.1% | 30,936 | $900K |
| Strategic Investment Solutions, Inc. | 0.22% | Reduce -0.2% | 30,823 | $896K |
| CWA Asset Management Group, LLC | 0.03% | Add +0.2% | 30,773 | $895K |
| Long Island Wealth Management, Inc. | 0.41% | Add +6.3% | 30,678 | $892K |
| Asset Planning Services Inc. /La/ | 0.39% | Add +10.0% | 30,655 | $891K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.30% | Reduce -0.2% | 27,370 | $886K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | No change | 30,148 | $877K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.0% | 30,139 | $876K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | No change | 29,996 | $872K |
| Ritholtz Wealth Management | 0.02% | Add +73.4% | 29,840 | $868K |
| 3 Factor Indexing, LLC | 0.82% | — | 29,800 | $867K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 29,684 | $863K |
| Crescent Sterling, Ltd. | 0.83% | Reduce -2.3% | 29,566 | $860K |
| Howe & Rusling Inc. | 0.06% | Reduce -15.5% | 29,180 | $849K |
| Family Investment Center, Inc. | 0.16% | Reduce -1.9% | 29,057 | $845K |
| Brookwood Investment Group LLC | 0.11% | New | 29,046 | $845K |
| CVA Family Office, LLC | 0.09% | Add +0.4% | 29,032 | $844K |
| Root Financial Partners, LLC | 0.04% | Add +56.9% | 28,922 | $841K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -0.7% | 28,910 | $841K |
| Warner Financial, Inc. | 0.29% | Add +2.4% | 28,838 | $839K |
| Pegasus Asset Management, Inc. | 0.27% | Add +8.3% | 28,797 | $837K |
| Storen Legacy Partners, LLC | 0.26% | Add +1.6% | 28,588 | $831K |
| Financial Consulate, Inc. | 0.10% | Add +193.6% | 28,364 | $825K |
| Optima Capital LLC | 0.38% | Add +0.0% | 28,344 | $824K |
| Mission Creek Capital Partners, Inc. | 0.16% | Add +166.9% | 41,388 | $822K |
| Farnam Financial LLC | 0.67% | Add +9.7% | 28,127 | $818K |
| Vanguard Advisers Inc. | 0.00% | — | 28,082 | $817K |
| Paradigm, Strategies in Wealth Management, LLC | 0.55% | Reduce -6.9% | 28,061 | $816K |
| Hilltop Partners LLC | 0.21% | Reduce -1.0% | 27,849 | $810K |
| Fiduciary Alliance LLC | 0.05% | Add +11.8% | 25,630 | $805K |
| Oarsman Capital, Inc. | 0.10% | Reduce -2.6% | 27,687 | $805K |
| Creative Financial Designs Inc. | 0.05% | Add +11.1% | 27,681 | $805K |
| Northern Trust Corp. | 0.00% | Add +89.9% | 27,670 | $805K |
| Carret Asset Management, LLC | 0.08% | Add +0.0% | 27,582 | $802K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -1.9% | 27,326 | $795K |
| RFG Advisory, LLC | 0.01% | Add +59.3% | 27,222 | $792K |
| GuidedMoney, LLC | 0.41% | No change | 26,752 | $778K |
| Yoffe Investment Management, LLC | 0.99% | No change | 26,537 | $772K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.3% | 26,404 | $768K |
| Red Reef Advisors LLC | 0.80% | Add +5.3% | 26,226 | $763K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -0.7% | 25,898 | $753K |
| Whitaker-Myers Wealth Managers, LTD. | 0.15% | Reduce -1.0% | 25,871 | $752K |
| Hendershot Investments Inc. | 0.10% | Add +1.1% | 25,852 | $752K |
| Luminvest Wealth Management LLC | 0.20% | No change | 25,780 | $750K |
| LifePlan Financial, LLC | 0.55% | Reduce -4.4% | 25,662 | $746K |
| Davidson Trust Co. | 0.32% | No change | 25,588 | $744K |
| Zhang Financial LLC | 0.03% | Add +14.8% | 25,453 | $740K |
| Strategic Equity Management | 0.28% | Reduce -6.3% | 25,357 | $737K |
| Buska Wealth Management, LLC | 0.29% | New | 24,668 | $717K |
| Voisard Asset Management Group, Inc. | 0.15% | Reduce -5.6% | 24,629 | $716K |
| Acropolis Investment Management, LLC | 0.03% | Add +0.6% | 24,546 | $714K |
| Nautilus Advisors LLC | 0.49% | Add +0.1% | 24,518 | $713K |
| Asset One Wealth Management LLC | 0.08% | Add +11.4% | 22,085 | $709K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.3% | 24,370 | $709K |
| WP Advisors, LLC | 0.18% | Add +0.1% | 24,305 | $707K |
| Evernest Financial Advisors, LLC | 0.15% | Reduce -2.6% | 21,638 | $700K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.4% | 24,011 | $698K |
| Zions Bancorporation, National Association | 0.04% | New | 24,000 | $698K |
| Tactive Advisors, LLC | 0.19% | Add +7.5% | 23,768 | $691K |
| Souders Financial Advisors | 0.08% | Reduce -24.0% | 23,629 | $687K |
| Cassady Wealth & Retirement Planning, LLC | 0.36% | Reduce -4.2% | 21,190 | $687K |
| Holderness Investments Co. | 0.14% | Add +0.3% | 23,586 | $686K |
| Indivisible Partners | 0.06% | Add +2.4% | 23,389 | $680K |
| Lowery Thomas, LLC | 0.39% | Add +8.5% | 23,347 | $679K |
| Integral Investment Advisors, Inc. | 0.17% | Add +0.8% | 22,931 | $667K |
| Clear Investment Research, LLC | 1.04% | No change | 22,793 | $663K |
| PFG Investments, LLC | 0.03% | Add +9.2% | 22,777 | $662K |
| Moran Wealth Management, LLC | 0.02% | Add +8.5% | 22,751 | $662K |
| Legacy Bridge, LLC | 0.25% | No change | 22,660 | $659K |
| Procyon Advisors, LLC | 0.03% | Reduce -3.6% | 22,521 | $655K |
| BNC Wealth Management, LLC | 0.18% | Reduce -51.6% | 22,411 | $652K |
| Global Assets Advisory, LLC | 0.19% | New | 21,982 | $647K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -5.9% | 22,123 | $643K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +148.3% | 22,098 | $643K |
| Capital Investment Advisors, LLC | 0.01% | Add +12.0% | 22,042 | $641K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 22,000 | $640K |
| Armbruster Capital Management, Inc. | 0.10% | Reduce -0.2% | 21,880 | $636K |
| Carnegie Investment Counsel | 0.01% | Reduce -6.4% | 21,869 | $636K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.2% | 21,780 | $633K |
| Evoke Wealth, LLC | 0.01% | No change | 21,707 | $631K |
| Sovereign Financial Group, Inc. | 0.11% | Add +5.2% | 21,662 | $630K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.2% | 21,474 | $624K |
| Commerce Bank | 0.00% | Add +62.8% | 21,202 | $617K |
| Brucke Financial, Inc. | 0.31% | Reduce -4.7% | 21,115 | $614K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -4.4% | 21,017 | $611K |
| Flatrock Wealth Partners LLC | 0.27% | Add +1.5% | 20,988 | $610K |
| Pacific Sun Financial Corp | 0.29% | Reduce -3.2% | 20,928 | $609K |
| Birchwood Financial Partners, Inc. | 0.59% | Add +3.1% | 20,925 | $608K |
| HUB Investment Partners, LLC | 0.01% | Add +2.5% | 20,884 | $607K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -1.6% | 20,884 | $607K |
| Burkett Financial Services, LLC | 0.21% | Reduce -5.8% | 20,811 | $605K |
| Fermata Advisors, LLC | 0.14% | Add +1.9% | 20,788 | $605K |
| Madden Advisory Services, Inc. | 0.24% | Reduce -19.4% | 20,776 | $604K |
| Geometric Wealth Advisors | 0.08% | Add +23.0% | 20,718 | $602K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -3.0% | 20,663 | $601K |
| Keel Point, LLC | 0.04% | Add +11.9% | 20,624 | $600K |
| Composition Wealth, LLC | 0.01% | Add +20.2% | 20,616 | $600K |
| Principal Securities, Inc. | 0.01% | Reduce -1.7% | 20,587 | $599K |
| William Mack & Associates, Inc. | 0.34% | Add +0.1% | 20,395 | $593K |
| Evanson Asset Management, LLC | 0.03% | Reduce -0.0% | 20,389 | $593K |
| Selby Wealth Management, LLC | 0.23% | Reduce -0.7% | 20,381 | $593K |
| Lynx Investment Advisory | 0.28% | Reduce -2.0% | 20,379 | $593K |
| Sage Rhino Capital LLC | 0.11% | Add +0.0% | 20,188 | $587K |
| Pacific Sage Partners, LLC | 0.09% | Reduce -1.6% | 20,125 | $585K |
| Everstar Asset Management, LLC | 0.31% | No change | 20,100 | $585K |
| Bullock Wealth Management Group | 0.29% | Add +2.2% | 19,837 | $582K |
| Ellevest, Inc. | 0.08% | Reduce -1.7% | 20,012 | $582K |
| Beacon Capital Management, LLC | 0.10% | Add +0.7% | 20,002 | $582K |
| Aire Advisors, LLC | 0.11% | No change | 20,000 | $582K |
| Cornerstone Wealth Advisors, Inc. | 0.13% | Reduce -0.1% | 19,971 | $581K |
| Cooksen Wealth, LLC | 0.42% | Reduce -3.8% | 19,908 | $579K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -1.2% | 19,885 | $578K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -2.5% | 19,837 | $577K |
| CAP Partners, LLC | 0.32% | Reduce -8.5% | 19,645 | $571K |
| BLB&B Advisors, LLC | 0.02% | Reduce -13.2% | 19,568 | $569K |
| Glenmede Trust Co. NA | 0.00% | Reduce -7.0% | 19,467 | $566K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.0% | 19,245 | $560K |
| Tiemann Investment Advisors, LLC | 0.22% | Reduce -0.7% | 19,192 | $558K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.0% | 19,117 | $556K |
| Capital Management Associates, Inc | 0.12% | Add +0.3% | 18,893 | $549K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,718 | $544K |
| Pennsylvania Capital Management Inc. | 0.16% | Add +4.6% | 18,585 | $540K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.0% | 18,584 | $540K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -34.1% | 18,490 | $538K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -47.2% | 18,460 | $537K |
| Eaton Financial Holdings Company, LLC | 0.18% | Reduce -14.0% | 18,417 | $536K |
| Condor Capital Management | 0.04% | Reduce -9.7% | 18,408 | $535K |
| Gilpin Wealth Management, LLC | 0.42% | Add +2.4% | 18,300 | $532K |
| Advyzon Investment Management, LLC | 0.05% | Add +28.5% | 18,235 | $530K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Add +6.0% | 18,173 | $528K |
| CWC Advisors, LLC. | 0.25% | Reduce -7.5% | 18,098 | $526K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -6.3% | 18,017 | $524K |
| Berkeley, Inc | 0.18% | Add +0.0% | 17,952 | $522K |
| Stewardship Advisors, LLC | 0.12% | Add +1.4% | 17,948 | $522K |
| Waterfront Wealth Inc. | 0.10% | Reduce -0.3% | 17,896 | $520K |
| Evermay Wealth Management LLC | 0.06% | Add +0.0% | 17,853 | $519K |
| Retirement Planning Group, LLC | 0.02% | Reduce -2.2% | 17,785 | $517K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -2.7% | 17,599 | $512K |
| Aspiriant, LLC | 0.01% | Reduce -0.0% | 17,541 | $510K |
| BIP Wealth, LLC | 0.02% | Add +17.3% | 17,510 | $509K |
| Trellis Wealth Advisors LLC | 0.19% | No change | 17,416 | $506K |
| Tritonpoint Wealth, LLC | 0.05% | Add +0.0% | 17,403 | $506K |
| Fairway Financial, LLC | 0.38% | Add +1.5% | 17,370 | $505K |
| Leverty Financial Group, LLC | 0.11% | Reduce -3.3% | 17,357 | $505K |
| Haverford Trust Co | 0.00% | Reduce -7.8% | 17,348 | $504K |
| Jane Street Group, LLC | 0.00% | New | 17,334 | $504K |
| Flputnam Investment Management Co. | 0.01% | Reduce -11.2% | 17,330 | $504K |
| Jacobi Capital Management LLC | 0.03% | Reduce -16.8% | 17,309 | $503K |
| Signal Advisors Wealth, LLC | 0.03% | Add +11.7% | 17,307 | $503K |
| Stone Summit Wealth LLC | 0.14% | Reduce -8.1% | 17,247 | $502K |
| GatePass Capital, LLC | 0.25% | New | 17,235 | $501K |
| Piscataqua Savings Bank | 0.35% | No change | 17,223 | $501K |
| Boyum Wealth Architects LLC | 0.21% | No change | 15,332 | $500K |
| Wbi Investments, LLC | 0.14% | New | 17,155 | $499K |
| Millington Securities, LLC | 0.14% | — | 17,155 | $499K |
| Brown Advisory Inc. | 0.00% | Reduce -0.5% | 16,947 | $493K |
| Fortitude Advisory Group L.L.C. | 0.22% | Add +0.1% | 16,919 | $492K |
| MJP Associates Inc. | 0.06% | Reduce -8.3% | 16,798 | $488K |
| Genesee Capital Advisors, LLC | 0.20% | Add +0.1% | 16,754 | $487K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +16.0% | 16,669 | $485K |
| Chatham Capital Group, Inc. | 0.07% | No change | 16,655 | $484K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -33.6% | 16,635 | $484K |
| Gambit Capital Management, LLC | 0.35% | Reduce -42.9% | 16,587 | $482K |
| Abacus Planning Group, Inc. | 0.06% | Add +1.2% | 16,577 | $482K |
| Curtis Advisory Group, LLC | 0.10% | Add +9.2% | 16,493 | $480K |
| Prospera Financial Services Inc | 0.01% | Add +2.3% | 16,481 | $479K |
| D.A. Davidson & Co. | 0.00% | Add +3.5% | 16,452 | $478K |
| Quadcap Wealth Management, LLC | 0.05% | Add +4.5% | 16,356 | $476K |
| Bigelow Investment Advisors, LLC | 0.19% | Reduce -10.1% | 16,301 | $474K |
| Townsend Asset Management Corp. /NC/ | 0.17% | Reduce -16.8% | 16,291 | $474K |
| Tranquility Partners, LLC | 0.18% | Reduce -1.0% | 16,257 | $473K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.5% | 14,255 | $472K |
| Michels Family Financial, LLC | 0.34% | Add +0.1% | 16,167 | $470K |
| RiverFront Investment Group, LLC | 0.01% | New | 16,152 | $470K |
| Western Wealth Management, LLC | 0.02% | Add +58.8% | 16,095 | $468K |
| Simplicity Wealth,LLC | 0.03% | Reduce -45.3% | 16,072 | $467K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 16,070 | $467K |
| Heritage Family Offices, LLP | 0.21% | Reduce -3.9% | 16,064 | $467K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -1.6% | 15,949 | $464K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -12.4% | 15,920 | $463K |
| One Day In July LLC | 0.04% | No change | 15,899 | $462K |
| Evensky & Katz LLC | 0.03% | Reduce -1.9% | 15,868 | $461K |
| Mirador Capital Partners LP | 0.06% | Add +3.4% | 15,762 | $458K |
| Diversified Management Inc. | 0.08% | Add +0.0% | 15,729 | $457K |
| Compass Capital Corp. /Ma/ | 0.16% | Reduce -1.8% | 13,845 | $457K |
| Arkadios Wealth Advisors | 0.01% | Add +74.4% | 15,687 | $456K |
| Hexagon Capital Partners LLC | 0.07% | Add +0.0% | 15,680 | $456K |
| Pine Haven Investment Counsel, Inc | 0.33% | Reduce -0.4% | 15,661 | $455K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.5% | 15,594 | $453K |
| Patrick M Sweeney & Associates, Inc. | 0.29% | Add +2.1% | 15,591 | $453K |
| Cascade Financial Partners, LLC | 0.05% | Add +47.9% | 15,576 | $453K |
| Principle Wealth Partners LLC | 0.03% | No change | 15,477 | $450K |
| Finer Wealth Management, Inc. | 0.23% | Reduce -25.8% | 15,474 | $450K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 15,409 | $448K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 15,380 | $447K |
| Kaizen Financial Strategies | 0.19% | Add +0.1% | 14,137 | $447K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.7% | 15,307 | $445K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.6% | 15,289 | $445K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 15,200 | $442K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.0% | 15,129 | $440K |
| Balboa Wealth Partners | 0.07% | Add +30.5% | 15,097 | $439K |
| Continuum Advisory, LLC | 0.04% | Add +5.7% | 15,018 | $437K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -9.9% | 15,008 | $436K |
| Integrity Investment Advisors, LLC | 0.23% | Reduce -6.8% | 14,876 | $433K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +33.6% | 14,838 | $432K |
| Fidelis Capital Partners, LLC | 0.03% | Add +19.5% | 14,772 | $430K |
| Jeppson Wealth Management, LLC | 0.13% | Reduce -0.3% | 14,748 | $429K |
| Ruggaard & Associates LLC | 0.17% | No change | 14,706 | $428K |
| Financial Concepts Unlimited, Inc. | 0.38% | — | 14,703 | $428K |
| Hardin Capital Partners, LLC | 0.20% | Add +8.7% | 14,677 | $427K |
| Xxi Wealth, LLC | 0.24% | No change | 14,598 | $425K |
| HCR Wealth Advisors | 0.04% | Add +0.0% | 14,555 | $423K |
| Callan Family Office, LLC | 0.01% | No change | 14,548 | $423K |
| VestGen Advisors, LLC | 0.01% | Add +6.3% | 12,715 | $421K |
| Heritage Trust Co | 0.04% | No change | 14,329 | $417K |
| GC Wealth Management RIA, LLC | 0.02% | New | 14,323 | $417K |
| Signaturefd, LLC | 0.01% | Add +14.8% | 14,272 | $415K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.7% | 14,236 | $414K |
| Clarity Capital Advisors, LLC | 0.19% | Add +0.1% | 14,204 | $413K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.4% | 14,195 | $413K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +20.7% | 14,145 | $411K |
| Seven Mile Advisory | 0.29% | No change | 14,000 | $407K |
| Planning Alternatives Ltd. | 0.05% | Reduce -4.0% | 13,897 | $404K |
| Aurora Private Wealth, Inc. | 0.29% | No change | 14,190 | $404K |
| Ketron Financial | 0.14% | Add +14.8% | 13,825 | $402K |
| Sierra Summit Advisors LLC | 0.06% | No change | 13,815 | $402K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -36.3% | 13,764 | $400K |
| Daytona Street Capital LLC | 0.31% | Add +13.5% | 13,463 | $399K |
| Pathway Financial Advisors LLC | 0.05% | No change | 13,427 | $396K |
| Summit Trail Advisors, LLC | 0.01% | No change | 13,606 | $396K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.9% | 13,499 | $392K |
| Neuberger Berman Group LLC | 0.00% | No change | 13,447 | $391K |
| Glaxis Capital Management, LLC | 0.49% | No change | 13,440 | $391K |
| Sfmg, LLC | 0.03% | Add +0.1% | 13,425 | $390K |
| Tower Bridge Advisors | 0.04% | New | 13,400 | $390K |
| Summitry LLC | 0.01% | New | 13,382 | $389K |
| Roger Wittlin Investment Advisory, LLC | 0.32% | Reduce -13.9% | 13,346 | $388K |
| Planning Directions Inc. | 0.20% | Add +0.1% | 13,305 | $387K |
| Asset Advisory Group, Inc. | 0.19% | Add +0.0% | 13,272 | $386K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 13,271 | $386K |
| Meridian Wealth Partners, LLC | 0.05% | Add +0.0% | 13,251 | $385K |
| Smith, Moore & Co. | 0.03% | Add +35.9% | 13,147 | $382K |
| Opus Financial Solutions LLC | 0.36% | Reduce -10.8% | 13,091 | $381K |
| Moneco Advisors, LLC | 0.03% | Reduce -22.1% | 13,064 | $380K |
| Signature Resources Capital Management, LLC | 0.18% | Add +1.5% | 13,048 | $379K |
| Front Row Advisors LLC | 0.13% | Add +1.1% | 12,953 | $377K |
| Investment Research Partners LLC | 0.15% | Add +1.7% | 12,909 | $375K |
| Avail Investment Partners, LLC | 0.40% | — | 12,909 | $375K |
| Stordahl Capital Management, Inc. | 0.08% | No change | 12,822 | $373K |
| Forum Financial Management, LP | 0.01% | Add +27.6% | 12,817 | $373K |
| JPL Wealth Management, LLC | 0.09% | No change | 12,808 | $372K |
| Sendero Wealth Management, LLC | 0.04% | No change | 12,800 | $372K |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 12,732 | $370K |
| Accurate Wealth Management, LLC | 0.04% | Add +19.4% | 12,064 | $370K |
| Adams Wealth Management | 0.08% | No change | 12,705 | $369K |
| CacheTech Inc. | 0.07% | No change | 12,705 | $369K |
| Victory Financial Group, LLC | 0.04% | Reduce -13.6% | 12,596 | $366K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 12,513 | $364K |
| ETF Store, Inc. | 0.35% | Reduce -1.0% | 12,499 | $363K |
| RBA Wealth Management, LLC | 0.13% | Reduce -1.3% | 12,494 | $363K |
| Impact Capital Partners LLC | 0.11% | Add +0.1% | 12,469 | $363K |
| Focused Wealth Management, Inc | 0.04% | Add +1.9% | 12,448 | $362K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +5.4% | 12,396 | $360K |
| Cooke Wealth Management, LLC | 0.32% | Reduce -7.1% | 12,350 | $359K |
| Wrenne Financial Planning LLC | 0.14% | Reduce -0.3% | 12,315 | $358K |
| Drake & Associates, LLC | 0.07% | Add +4.2% | 12,313 | $358K |
| LifeSteps Financial, Inc. | 0.23% | Reduce -0.3% | 12,264 | $357K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.1% | 12,250 | $356K |
| Bison Wealth, LLC | 0.03% | Add +0.4% | 10,755 | $356K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.2% | 12,223 | $355K |
| Capital Planning LLC | 0.12% | New | 12,210 | $355K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.1% | 12,201 | $355K |
| Fagan Associates, Inc. | 0.05% | No change | 12,156 | $353K |
| Stewardship Concepts Financial Services LLC | 0.28% | Reduce -0.7% | 12,072 | $351K |
| Cordant, Inc. | 0.14% | No change | 12,068 | $351K |
| Granite Investment Partners, LLC | 0.02% | Reduce -1.4% | 11,992 | $349K |
| D.B. Root & Company, LLC | 0.08% | Reduce -2.7% | 11,978 | $348K |
| Rockbridge Investment Management, LCC | 0.03% | Add +47.9% | 11,932 | $347K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.3% | 11,859 | $345K |
| Keystone Financial Services, LLC | 0.23% | Reduce -1.2% | 11,836 | $344K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -19.2% | 11,836 | $344K |
| Round Rock Advisors LLC | 0.05% | Reduce -0.5% | 11,821 | $344K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +8.7% | 11,816 | $344K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,791 | $343K |
| Independent Financial Group, LLC | 0.01% | Add +17.3% | 11,790 | $343K |
| Sage Investment Advisers LLC | 0.25% | Add +0.5% | 11,679 | $343K |
| J2 Capital Management Inc | 0.23% | No change | 11,724 | $341K |
| Vawter Financial, Ltd. | 0.14% | No change | 11,708 | $340K |
| Rossby Financial, LCC | 0.07% | Add +628.4% | 11,552 | $339K |
| Mgo One Seven LLC | 0.01% | Add +3.4% | 11,643 | $339K |
| Waterloo Capital, L.P. | 0.02% | Reduce -15.7% | 11,638 | $338K |
| NewEdge Wealth, LLC | 0.00% | Add +0.1% | 11,633 | $338K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.9% | 11,567 | $336K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.5% | 11,553 | $336K |
| Kelleher Financial Advisors | 0.09% | No change | 11,550 | $336K |
| Peak Financial Management, Inc. | 0.09% | Reduce -2.2% | 11,533 | $335K |
| William Howard & Co Financial Advisors Inc | 0.29% | Add +0.1% | 11,515 | $335K |
| Sigma Planning Corp | 0.01% | Reduce -2.2% | 11,480 | $334K |
| Three Magnolias Financial Advisors, LLC | 0.21% | Reduce -0.7% | 11,479 | $334K |
| Coordinated Financial Services, Inc. | 0.19% | Add +0.5% | 11,194 | $326K |
| Keystone Wealth Services, LLC | 0.07% | Add +7.3% | 11,193 | $325K |
| Curio Wealth, LLC | 0.11% | No change | 11,056 | $322K |
| RMR Wealth Builders | 0.03% | Reduce -6.7% | 11,052 | $321K |
| Allium Financial Advisors, LLC | 0.25% | Add +0.6% | 10,859 | $316K |
| Selective Wealth Management, Inc. | 0.09% | Reduce -11.7% | 9,942 | $316K |
| MCF Advisors LLC | 0.01% | Add +0.0% | 10,849 | $315K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,844 | $315K |
| FPC Investment Advisory, Inc. | 0.16% | Reduce -1.1% | 9,753 | $314K |
| Capital Advisors Inc. | 0.01% | Add +20.7% | 10,800 | $314K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 10,789 | $314K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.6% | 10,759 | $313K |
| Henderson Brothers Financial Partners, LLC | 0.08% | — | 10,754 | $313K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 10,718 | $312K |
| Fort Vancouver Investment Management, LLC | 0.16% | Reduce -7.4% | 10,693 | $311K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -30.3% | 10,675 | $310K |
| Birchbrook, Inc. | 0.15% | No change | 10,520 | $306K |
| Brooklyn Investment Group | 0.01% | Reduce -35.6% | 10,478 | $305K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +1.4% | 10,429 | $303K |
| Daybright Advisory Services, Inc. | 0.08% | Reduce -0.1% | 10,406 | $303K |
| Madison Wealth Partners, Inc | 0.05% | Add +47.4% | 10,385 | $302K |
| KLCM Advisors, Inc. | 0.03% | Add +10.7% | 10,362 | $301K |
| Financial Management Network Inc. | 0.05% | Add +0.1% | 9,739 | $300K |
| Sapient Capital LLC | 0.00% | No change | 10,202 | $297K |
| QRG Capital Management, Inc. | 0.00% | Add +20.2% | 10,192 | $296K |
| LexAurum Advisors, LLC | 0.04% | — | 10,186 | $296K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.5% | 10,159 | $295K |
| Johnson Financial Group, LLC | 0.02% | Add +18.1% | 10,152 | $295K |
| Astoria Portfolio Advisors LLC. | 0.06% | Add +0.1% | 9,070 | $294K |
| Spire Wealth Management | 0.01% | Add +0.1% | 10,078 | $293K |
| Mayfair Advisory Group, LLC | 0.10% | Add +0.1% | 9,968 | $290K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -5.6% | 9,925 | $289K |
| Burton Enright Welch | 0.04% | No change | 9,903 | $288K |
| Parkshore Wealth Management, Inc. | 0.10% | Reduce -4.4% | 9,861 | $287K |
| Rock Point Advisors, LLC | 0.08% | Reduce -1.2% | 9,836 | $286K |
| Orographic Financial Advisors, LLC | 0.20% | — | 9,847 | $286K |
| Cross Staff Investments Inc | 0.14% | No change | 9,774 | $284K |
| Vermillion Wealth Management, Inc. | 0.11% | Reduce -0.8% | 9,764 | $284K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.4% | 9,757 | $284K |
| FreeGulliver LLC | 0.12% | Add +13.4% | 9,740 | $283K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 9,716 | $283K |
| Everest Financial Group LLC | 0.05% | New | 9,710 | $282K |
| Mainstay Capital Management LLC | 0.02% | No change | 9,694 | $282K |
| Joel Isaacson & Co., LLC | 0.01% | Add +2.6% | 9,689 | $282K |
| Builder Investment Group Inc. | 0.06% | Reduce -8.2% | 9,687 | $282K |
| Cathy Pareto & Associates, Inc. | 0.19% | Add +0.1% | 9,658 | $281K |
| Vanguard National Trust Co | 0.02% | — | 9,642 | $280K |
| Paragon Capital Management Ltd | 0.06% | No change | 9,626 | $280K |
| First Foundation Advisors | 0.01% | No change | 9,595 | $279K |
| Lafayette Investments, Inc. | 0.06% | No change | 9,588 | $279K |
| Capital Advantage, Inc. | 0.04% | Reduce -2.6% | 9,558 | $278K |
| BSW Wealth Partners | 0.03% | Reduce -0.9% | 9,547 | $278K |
| Sachetta, LLC | 0.15% | Add +5.8% | 9,547 | $278K |
| Castle Wealth Management LLC | 0.09% | No change | 9,542 | $277K |
| Perissos Private Wealth Management, LLC | 0.24% | Add +0.0% | 9,542 | $277K |
| Seneca House Advisors | 0.11% | Reduce -6.8% | 9,501 | $276K |
| Alteri Wealth LLC | 0.09% | Add +6.7% | 9,442 | $275K |
| Barnett & Company, Inc. | 0.21% | Add +1.4% | 9,423 | $274K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 9,380 | $273K |
| Sawgrass Asset Management LLC | 0.04% | Add +5.7% | 9,351 | $272K |
| Wedgewood Investors Inc. | 0.31% | No change | 9,344 | $272K |
| Flagship Capital Management Inc. | 0.20% | No change | 9,277 | $270K |
| Stokes Family Office, LLC | 0.03% | No change | 9,271 | $270K |
| Veery Capital, LLC | 0.08% | Reduce -25.0% | 9,222 | $268K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.3% | 9,217 | $268K |
| Pring Turner Capital Group Inc. | 0.16% | No change | 9,362 | $267K |
| Fca Corp. | 0.08% | Reduce -5.8% | 9,166 | $267K |
| MBE Wealth Management, LLC | 0.11% | No change | 9,158 | $266K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,140 | $266K |
| Emergent Wealth Advisors, LLC | 0.16% | Reduce -0.7% | 9,113 | $265K |
| Flower City Capital | 0.13% | Reduce -6.7% | 9,113 | $265K |
| Crusonia Wealth Advisors LLC | 0.05% | Reduce -1.0% | 9,064 | $264K |
| Gotham Asset Management | 0.00% | No change | 8,996 | $262K |
| Sowell Financial Services LLC | 0.01% | Add +16.7% | 8,994 | $262K |
| Robinswood Financial LLC | 0.08% | Add +31.6% | 8,960 | $261K |
| Legacy Private Trust Co. | 0.02% | No change | 8,875 | $258K |
| AAFMAA Wealth Management & Trust LLC | 0.10% | No change | 8,850 | $257K |
| Robbins Farley | 0.11% | Add +47.0% | 8,843 | $257K |
| Seeds Investor LLC | 0.04% | New | 8,180 | $257K |
| High Probability Advisors, LLC | 0.03% | No change | 8,840 | $257K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | No change | 8,800 | $256K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 8,712 | $253K |
| Capital Investment Counsel, LLC | 0.03% | Add +0.1% | 8,707 | $253K |
| Wealthquest Corp | 0.02% | New | 8,696 | $253K |
| Fusion Capital, LLC | 0.07% | Add +0.1% | 8,620 | $251K |
| Cascade Investment Advisors, Inc. | 0.15% | No change | 8,618 | $251K |
| Evelyn Partners Asset Management Ltd | 0.06% | Reduce -3.3% | 8,566 | $249K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -5.0% | 8,539 | $248K |
| Revisor Wealth Management LLC | 0.07% | No change | 8,534 | $248K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,520 | $248K |
| Compass Ion Advisors, LLC | 0.02% | Add +9.3% | 8,498 | $247K |
| 25 LLC | 0.08% | Add +3.8% | 8,491 | $247K |
| Lincoln Capital Corp. | 0.09% | Reduce -0.8% | 8,485 | $247K |
| Highland Capital Management, LLC | 0.01% | Add +19.8% | 8,485 | $247K |
| Horizons Wealth Management | 0.16% | No change | 8,410 | $245K |
| Grant Private Wealth Management Inc | 0.13% | Add +1.3% | 8,409 | $245K |
| American Trust | 0.02% | Reduce -31.7% | 8,397 | $244K |
| Colton Groome Financial Advisors, LLC | 0.07% | No change | 8,311 | $242K |
| South Shore Capital Advisors | 0.18% | New | 8,283 | $241K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +13.7% | 8,269 | $240K |
| Clark Asset Management, LLC | 0.02% | Reduce -10.5% | 8,219 | $239K |
| Triton Wealth Management, PLLC | 0.09% | Reduce -9.7% | 8,085 | $239K |
| CCG Wealth Management, LLC | 0.06% | New | 8,202 | $239K |
| Keybank National Association | 0.00% | Reduce -18.4% | 8,169 | $238K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.0% | 8,156 | $237K |
| Biltmore Family Office, LLC | 0.03% | No change | 8,148 | $237K |
| Pacific Park Financial, Inc. | 0.15% | Add +10.8% | 8,114 | $236K |
| Zacks Investment Management | 0.00% | New | 8,071 | $235K |
| Nottingham Advisors, Inc. | 0.03% | No change | 8,067 | $235K |
| Golden Bell Financial Planning LLC | 0.19% | No change | 8,045 | $234K |
| Fairway Wealth LLC | 0.06% | Add +48.7% | 8,035 | $234K |
| Mitchell Capital Management Co. | 0.04% | Add +1.3% | 8,029 | $233K |
| Aspiring Ventures, LLC | 0.08% | Reduce -1.6% | 7,984 | $232K |
| Stembrook Asset Management, LLC | 0.23% | Reduce -1.1% | 7,968 | $232K |
| WPG Advisers, LLC | 0.17% | Reduce -8.4% | 7,930 | $231K |
| Heirloom Wealth Management | 0.04% | Reduce -25.7% | 7,927 | $231K |
| Private Management Group Inc. | 0.01% | No change | 7,922 | $230K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -0.2% | 7,918 | $230K |
| Regal Investment Advisors LLC | 0.01% | Reduce -17.9% | 7,897 | $230K |
| Grey Ledge Advisors, LLC | 0.05% | Reduce -0.3% | 7,870 | $229K |
| Strategic Financial Services, Inc. | 0.01% | No change | 7,864 | $229K |
| Holistic Financial Partners | 0.08% | Reduce -4.5% | 7,844 | $228K |
| Astra Wealth Partners LLC | 0.14% | No change | 7,839 | $228K |
| Appalachian Capital Management Ltd | 0.18% | Add +0.1% | 7,833 | $228K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -0.2% | 7,792 | $227K |
| Continuum Wealth Advisors, LLC | 0.09% | No change | 7,764 | $226K |
| StoneX Group Inc. | 0.01% | Reduce -63.5% | 7,760 | $226K |
| Ancora Advisors LLC | 0.00% | Add +5.7% | 7,753 | $225K |
| Affinity Capital Advisors, LLC | 0.03% | New | 7,746 | $225K |
| North Star Investment Management Corp. | 0.01% | Reduce -3.1% | 7,744 | $225K |
| ATLas Financial Planning LLC | 0.20% | Add +0.0% | 7,716 | $224K |
| Ade, LLC | 0.11% | No change | 7,715 | $224K |
| Westco Advisory Services Inc. | 0.14% | Add +0.6% | 7,667 | $223K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +51.4% | 7,652 | $223K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 7,646 | $222K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 7,641 | $222K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.5% | 7,638 | $222K |
| Investment Planning Advisors, Inc. | 0.06% | Add +5.9% | 7,637 | $222K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -5.5% | 7,636 | $222K |
| Assetmark, Inc. | 0.00% | Add +10.0% | 7,604 | $221K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 7,610 | $221K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 7,591 | $221K |
| Apollon Financial, LLC | 0.03% | No change | 7,584 | $221K |
| Unify Financial Advisors | 0.23% | No change | 7,561 | $220K |
| Harbour Investment Management LLC | 0.12% | No change | 7,547 | $219K |
| Essex Bank | 0.05% | No change | 7,544 | $219K |
| Fairfield, Bush & Co. | 0.12% | Reduce -1.3% | 7,541 | $219K |
| Vident Advisory, LLC | 0.00% | Reduce -6.1% | 7,492 | $218K |
| Obermeyer Wealth Partners | 0.01% | Reduce -1.3% | 7,458 | $217K |
| ONE Advisory Partners, LLC | 0.07% | No change | 7,414 | $216K |
| Clarity Wealth Advisors, LLC | 0.04% | No change | 7,411 | $216K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,409 | $215K |
| Integrity Alliance, Llc. | 0.01% | New | 7,392 | $215K |
| PTM Wealth Management, LLC | 0.11% | Add +0.1% | 7,242 | $215K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 7,504 | $214K |
| Becker Capital Management Inc. | 0.01% | Reduce -2.1% | 7,325 | $213K |
| Rothschild Investment LLC | 0.01% | Add +286.1% | 7,320 | $213K |
| KMT Wealth Management, LLC | 0.12% | New | 7,311 | $213K |
| Total Investment Management Inc. | 0.02% | Add +0.1% | 7,304 | $212K |
| Cabot Wealth Management Inc. | 0.02% | Reduce -36.5% | 7,285 | $212K |
| Worth Asset Management, LLC | 0.08% | Reduce -24.2% | 7,229 | $210K |
| One Capital Management, LLC | 0.01% | New | 7,218 | $210K |
| Guardian Wealth Advisors, LLC | 0.12% | Add +1.4% | 7,157 | $208K |
| Broadview Financial Management, LLC | 0.14% | Add +0.1% | 7,154 | $208K |
| Alley Investment Management Company, LLC | 0.03% | Reduce -2.2% | 7,132 | $207K |
| New England Private Wealth Advisors LLC | 0.02% | Add +0.0% | 7,080 | $206K |
| Apriem Advisors | 0.02% | Reduce -2.8% | 7,060 | $205K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -22.6% | 7,055 | $205K |
| Evercore Wealth Management, LLC | 0.00% | No change | 7,046 | $205K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -0.8% | 6,110 | $204K |
| Mayport, LLC | 0.04% | Reduce -2.4% | 7,016 | $204K |
| Dunhill Financial, LLC | 0.05% | Add +156.7% | 6,966 | $203K |
| Squire Investment Management Company, LLC | 0.06% | New | 6,936 | $202K |
| Trek Financial, LLC | 0.01% | New | 6,931 | $202K |
| Smartleaf Asset Management LLC | 0.01% | Add +95.3% | 7,037 | $198K |
| Palouse Capital Management, Inc. | 0.13% | Reduce -0.8% | 6,705 | $195K |
| Bogart Wealth, LLC | 0.01% | Add +15.9% | 6,540 | $190K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 6,402 | $186K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 6,381 | $186K |
| Ascentis Independent Advisors | 0.01% | New | 6,373 | $185K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.0% | 6,354 | $185K |
| Elgethun Capital Management | 0.03% | Reduce -0.5% | 6,320 | $184K |
| Richardson Capital Management LLC | 0.09% | Add +0.1% | 6,306 | $183K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -7.9% | 6,193 | $180K |
| First Pacific Financial | 0.02% | Reduce -9.7% | 6,173 | $179K |
| Burk Holdings LLC | 0.08% | New | 6,151 | $179K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -4.3% | 5,773 | $168K |
| Private Wealth Asset Management, LLC | 0.02% | Add +28.4% | 5,634 | $164K |
| Portus Wealth Advisors, LLC | 0.15% | Reduce -52.8% | 5,334 | $155K |
| Anfield Capital Management, LLC | 0.04% | Reduce -25.3% | 5,334 | $155K |
| Key Financial Inc | 0.03% | No change | 5,171 | $150K |
| DecisionPoint Financial, LLC | 0.03% | No change | 5,037 | $146K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $145K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | Reduce -16.7% | 4,982 | $145K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -14.6% | 4,844 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.4% | 4,780 | $139K |
| Avion Wealth | 0.03% | No change | 4,617 | $134K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 4,530 | $132K |
| Hurley Capital, LLC | 0.07% | Add +0.0% | 4,505 | $131K |
| Bayban | 0.11% | No change | 4,396 | $128K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.1% | 4,389 | $128K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 4,288 | $125K |
| Comprehensive Financial Planning, Inc. | 0.09% | New | 4,248 | $124K |
| Bank of New Hampshire | 0.03% | Reduce -0.0% | 4,173 | $121K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -4.0% | 4,155 | $121K |
| Bfsg, LLC | 0.01% | Reduce -6.0% | 3,827 | $111K |
| GW&K Investment Management, LLC | 0.00% | Add +0.1% | 3,674 | $107K |
| Caldwell Trust Co | 0.01% | No change | 3,677 | $107K |
| Smithfield Trust Co | 0.00% | No change | 3,646 | $106K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,566 | $104K |
| First Community Trust NA | 0.08% | No change | 3,500 | $102K |
| Clearstead Trust, LLC | 0.02% | No change | 3,483 | $101K |
| UMB Bank, n.a. | 0.00% | Add +32.8% | 3,452 | $100K |
| McIlrath & Eck, LLC | 0.01% | Reduce -3.3% | 3,384 | $98K |
| NBZ Investment Advisors LLC | 0.04% | Reduce -22.8% | 3,368 | $98K |
| Kozak & Associates, Inc. | 0.02% | Add +10.2% | 3,100 | $97K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 3,292 | $96K |
| Whipplewood Advisors, LLC | 0.05% | Add +681.2% | 3,289 | $96K |
| TFC Financial Management, Inc. | 0.01% | Add +0.1% | 3,248 | $94K |
| Motco | 0.01% | Add +173.7% | 3,169 | $92K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,131 | $91K |
| Raffa Wealth Management, LLC | 0.01% | No change | 3,035 | $88K |
| Tucker Asset Management LLC | 0.03% | No change | 3,022 | $88K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 3,000 | $87K |
| CENTRAL TRUST Co | 0.00% | No change | 3,000 | $87K |
| Fairman Group, LLC | 0.07% | Add +0.1% | 2,996 | $87K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -16.9% | 2,952 | $86K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,948 | $86K |
| Contravisory Investment Management, Inc. | 0.02% | Add +3.0% | 2,872 | $84K |
| Operose Advisors LLC | 0.02% | Add +13.3% | 2,853 | $83K |
| Silver Grove Financial Group, Inc. | 0.07% | Reduce -3.3% | 2,851 | $83K |
| Synergy Investment Management, LLC | 0.03% | New | 2,768 | $81K |
| Hamrick Investment Counsel, llc | 0.04% | Reduce -0.9% | 2,741 | $80K |
| Versant Capital Management, Inc | 0.01% | Add +0.0% | 2,679 | $78K |
| Barrett & Company, Inc. | 0.03% | No change | 2,662 | $77K |
| Pflug Koory, LLC | 0.04% | Add +0.1% | 2,651 | $77K |
| SHP Wealth Management | 0.01% | No change | 2,464 | $72K |
| Chapman Financial Group, LLC | 0.05% | Reduce -0.9% | 2,416 | $70K |
| WealthCollab, LLC | 0.03% | Reduce -53.7% | 2,340 | $68K |
| Gables Capital Management Inc. | 0.03% | No change | 2,324 | $68K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 2,312 | $67K |
| Strategic Advisory Partners, LLC | 0.05% | New | 2,311 | $67K |
| Lodestone Wealth Management LLC | 0.03% | No change | 2,283 | $66K |
| Delos Wealth Advisors, LLC | 0.04% | New | 2,204 | $64K |
| Harbor Asset Planning, Inc. | 0.05% | Reduce -6.1% | 2,186 | $64K |
| Costello Asset Management, INC | 0.02% | Add +7.9% | 2,185 | $64K |
| Frankly Finances, LLC | 0.06% | No change | 2,168 | $63K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +7.5% | 2,150 | $63K |
| Franklin Resources Inc. | 0.00% | No change | 2,078 | $60K |
| Godfrey Financial Associates, Inc. | 0.05% | Reduce -0.1% | 2,072 | $60K |
| Evolution Advisers, Inc. | 0.03% | Reduce -26.8% | 2,096 | $60K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,059 | $60K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,032 | $59K |
| Activest Wealth Management | 0.01% | Add +0.3% | 1,946 | $57K |
| Pinney & Scofield, Inc. | 0.03% | Add +0.1% | 1,933 | $56K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,953 | $55K |
| Beacon Capital Management, Inc. | 0.00% | Add +4597.5% | 1,879 | $55K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -25.0% | 1,870 | $54K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,674 | $49K |
| SouthState Bank Corp | 0.00% | Reduce -8.8% | 1,641 | $48K |
| Aspect Partners, LLC | 0.02% | No change | 1,600 | $47K |
| Basepoint Wealth LLC | 0.03% | Reduce -51.9% | 1,592 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,576 | $46K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -36.3% | 1,528 | $44K |
| Key Capital Management, INC | 0.03% | Add +7.4% | 1,519 | $44K |
| Bessemer Group Inc. | 0.00% | New | 1,514 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 1,490 | $43K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +14.2% | 1,416 | $41K |
| Addison Advisors LLC | 0.01% | No change | 1,396 | $41K |
| First Horizon Corp. | 0.00% | No change | 1,394 | $41K |
| Adirondack Trust Co. | 0.01% | No change | 1,380 | $40K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,316 | $38K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.4% | 1,277 | $37K |
| Osbon Capital Management LLC | 0.03% | No change | 1,259 | $37K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 1,208 | $35K |
| Morling Financial Advisors, LLC | 0.01% | No change | 1,201 | $35K |
| Hoey Investments, Inc. | 0.01% | Add +2.4% | 1,185 | $34K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,170 | $34K |
| Main Street Group, LTD | 0.01% | New | 1,138 | $33K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.5% | 1,119 | $33K |
| Angeles Wealth Management, LLC | 0.00% | Add +81.8% | 1,109 | $32K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,091 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 1,083 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.1% | 1,056 | $31K |
| JDM Financial Group LLC | 0.01% | No change | 1,069 | $31K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 1,064 | $31K |
| GAMMA Investing LLC | 0.00% | Add +99.3% | 1,060 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $29K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.1% | 972 | $28K |
| HM Payson & Co. | 0.00% | Add +4500.0% | 920 | $27K |
| Islay Capital Management, LLC | 0.01% | No change | 900 | $26K |
| Tsfg, LLC | 0.00% | No change | 810 | $24K |
| PFS Partners, LLC | 0.01% | No change | 818 | $24K |
| Glassman Wealth Services | 0.00% | No change | 808 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 800 | $23K |
| Keystone Financial Group, Inc. | 0.01% | Add +0.1% | 787 | $23K |
| Roxbury Financial LLC | 0.02% | Reduce -0.8% | 770 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +0.3% | 701 | $22K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 764 | $22K |
| Valued Wealth Advisors LLC | 0.01% | Add +132.0% | 761 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 730 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 708 | $21K |
| TopTier Wealth Management, LLC | 0.01% | New | 688 | $20K |
| Pacifica Partners Inc. | 0.01% | No change | 648 | $19K |
| Evolution Wealth Management Inc. | 0.01% | New | 642 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 640 | $19K |
| Kilter Group LLC | 0.01% | Add +0.7% | 613 | $18K |
| PDS Planning, Inc | 0.00% | Add +15.4% | 598 | $17K |
| First Financial Corp. | 0.01% | No change | 596 | $17K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -42.1% | 585 | $17K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 562 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 528 | $15K |
| Midway Capital Research & Management | 0.01% | New | 522 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $15K |
| Align Financial, LLC | 0.01% | Reduce -96.5% | 494 | $14K |
| Strategic Advocates LLC | 0.06% | No change | 468 | $14K |
| Triumph Capital Management | 0.00% | Reduce -65.2% | 467 | $14K |
| Retiremitten Financial LLC | 0.01% | — | 456 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.2% | 431 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +51.9% | 410 | $12K |
| Breakwater Investment Management | 0.00% | No change | 402 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 400 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 400 | $12K |
| Archer Investment Corp | 0.00% | No change | 392 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 384 | $11K |
| Team Financial Group, LLC | 0.01% | Add +0.3% | 379 | $11K |
| American National Bank & Trust | 0.00% | No change | 366 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 352 | $10K |
| Orion Capital Management LLC | 0.00% | No change | 348 | $10K |
| PFC Capital Group, Inc. | 0.00% | Add +0.3% | 354 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 326 | $9K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 286 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 280 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 245 | $8K |
| NWK Group, Inc. | 0.00% | No change | 278 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -1.1% | 261 | $8K |
| Creative Capital Management Investments LLC | 0.00% | Add +21.0% | 259 | $8K |
| Magnolia Wealth Management, LLC | 0.00% | New | 250 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 233 | $7K |
| Maseco LLP | 0.00% | No change | 222 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 220 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 212 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 203 | $6K |
| Noble Wealth Management PBC | 0.00% | No change | 200 | $6K |
| Independence Bank of Kentucky | 0.00% | Reduce -50.0% | 200 | $6K |
| Trust Co. of Toledo NA | 0.00% | New | 196 | $6K |
| Albion Financial Group | 0.00% | No change | 182 | $5K |
| Atmos Advisory, LLC | 0.00% | Add +2.8% | 181 | $5K |
| Walsh & Associates, LLC | 0.01% | No change | 172 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 170 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 160 | $5K |
| Peachtree Investment Partners, LLC | 0.00% | New | 150 | $4K |
| City State Bank | 0.00% | No change | 150 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 137 | $4K |
| Bokf, NA | 0.00% | Reduce -82.6% | 118 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 116 | $3K |
| Prosperity Bancshares Inc | 0.00% | No change | 104 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 114 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 102 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 101 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $3K |
| PlanVest Financial, Inc | 0.00% | — | 85 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 82 | $2K |
| Graney & King, LLC | 0.00% | No change | 77 | $2K |
| True Wealth Design, LLC | 0.00% | New | 76 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 72 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 72 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 69 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 94 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 76 | $2K |
| Beacon Financial Strategies CORP | 0.00% | No change | 60 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 59 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 58 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 57 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 53 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 52 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 47 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 40 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 38 | $1K |
| Clayton Financial Group LLC | 0.00% | Add +23.3% | 37 | $1K |
| Clark Wealth Partners | 0.00% | New | 36 | $1K |
| Insight Inv LLC | 0.00% | No change | 36 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +21.1% | 23 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -53.4% | 34 | $989 |
| HFM Investment Advisors, LLC | 0.00% | No change | 27 | $774 |
| Destiny Wealth Partners, LLC | 0.00% | New | 25 | $727 |
| 10Elms LLP | 0.00% | New | 23 | $669 |
| BNP Paribas Financial Markets | 0.00% | New | 20 | $582 |
| Eukles Asset Management | 0.00% | New | 17 | $494 |
| RHL Group, LLC | 0.00% | No change | 16 | $466 |
| Trust Co | 0.00% | Add +33.3% | 8 | $233 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 1 | $26 |
"% 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.