Schwab US Broad Market ETFSCHBETF
13F holders, Q1 2024 (March 31)1,073holders
2famous investors
$60.67avg. 13F price*
At the end of Q1 2024, 1,073 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($385.6M) and SCS Capital Management LLC ($245.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $49.9M |
| Exits | 44 | $58.6M |
Ownership 1,073 holders
| Wealthfront Advisers LLC | 4.68% | Reduce -3.9% | 21,898,621 | $1.3B |
| Betterment LLC | 1.03% | Reduce -3.1% | 6,316,312 | $385.6M |
| SCS Capital Management LLC | 5.22% | Reduce -0.4% | 4,017,209 | $245.3M |
| Rebalance, LLC | 18.06% | Add +0.9% | 3,600,779 | $219.8M |
| Evensky & Katz LLC | 14.63% | Reduce -3.9% | 3,395,015 | $207.3M |
| Hengehold Capital Management LLC | 19.67% | Add +0.2% | 3,021,902 | $184.5M |
| Strid Group, LLC | 28.07% | Add +4.2% | 2,557,530 | $156.1M |
| Bouchey Financial Group, Ltd. | 14.66% | Add +2.0% | 2,440,675 | $149.0M |
| HighTower Advisors, LLC | 0.24% | Add +2.4% | 2,398,587 | $146.4M |
| HB Wealth Management, LLC | 1.75% | Reduce -3.1% | 2,271,096 | $138.6M |
| HT Partners LLC | 49.36% | Add +0.6% | 2,232,927 | $136.3M |
| Evergreen Advisors, LLC | 40.30% | Reduce -2.1% | 2,161,447 | $132.0M |
| Retirement Planning Group, LLC | 9.71% | Reduce -3.7% | 2,076,056 | $126.7M |
| Callan Capital, LLC | 10.87% | Reduce -4.7% | 2,024,860 | $123.6M |
| Hanson & Doremus Investment Management | 20.21% | Add +1.2% | 1,921,202 | $117.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.65% | Add +5.6% | 1,709,132 | $104.3M |
| HHM Wealth Advisors, LLC | 15.37% | Reduce -0.7% | 1,529,784 | $93.4M |
| Captrust Financial Advisors | 0.33% | Add +7.9% | 1,460,625 | $89.2M |
| Summit Financial Strategies, Inc. | 11.65% | Reduce -1.0% | 1,367,918 | $83.5M |
| National Bank of Canada | 0.14% | Add +22.0% | 1,312,484 | $79.5M |
| TruNorth Capital Management, LLC | 27.19% | — | 1,292,052 | $78.9M |
| Mariner, LLC | 0.15% | Reduce -1.6% | 1,222,585 | $74.6M |
| Ballentine Partners, LLC | 1.28% | Reduce -1.6% | 1,100,496 | $67.2M |
| Bank of America Corp. | 0.01% | Reduce -0.7% | 1,068,885 | $65.3M |
| Morton Brown Family Wealth, LLC | 26.37% | Add +0.5% | 1,046,435 | $63.9M |
| HBK Sorce Advisory LLC | 2.24% | Add +0.7% | 1,037,366 | $63.3M |
| Accredited Investors Inc. | 4.07% | Add +2.7% | 1,036,606 | $63.3M |
| Circle Wealth Management, LLC | 1.56% | Add +0.0% | 1,026,311 | $62.7M |
| Asset Advisors Investment Management, LLC | 7.00% | Add +2.0% | 1,023,419 | $62.5M |
| Socha Financial Group, LLC | 26.58% | Add +0.3% | 992,599 | $60.6M |
| North Star Asset Management Inc. | 2.79% | Add +2.5% | 966,628 | $59.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.30% | Add +2.7% | 936,495 | $57.2M |
| Morgan Stanley | 0.00% | Add +1.2% | 928,663 | $56.7M |
| Agilis Partners LLC | 14.00% | Reduce -0.6% | 898,340 | $54.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -23.4% | 893,060 | $54.5M |
| Brown Advisory Inc. | 0.07% | Reduce -0.0% | 835,943 | $51.0M |
| Manchester Financial Inc. | 12.94% | Add +4.3% | 812,712 | $49.6M |
| D L Carlson Investment Group Inc. | 9.53% | Add +5.3% | 799,063 | $48.8M |
| Caprock Group, LLC | 2.74% | Reduce -1.1% | 781,987 | $47.7M |
| Bluespring Wealth Management, LLC | 5.22% | Add +21.5% | 779,231 | $47.6M |
| Myecfo, LLC | 26.97% | Add +4.5% | 753,025 | $46.0M |
| Compass Advisory Group LLC | 19.85% | Add +0.7% | 735,269 | $44.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 733,000 | $44.8M |
| Morningstar Investment Services LLC | 0.49% | Reduce -49.2% | 724,127 | $44.2M |
| Members Advisory Group LLC | 24.90% | Reduce -0.3% | 719,799 | $43.9M |
| Creative Planning | 0.05% | Reduce -2.5% | 666,219 | $40.7M |
| Compass Financial Group, INC | 9.29% | Add +20.6% | 655,883 | $40.0M |
| LPL Financial LLC | 0.02% | Add +23.1% | 650,640 | $39.7M |
| OneDigital Investment Advisors LLC | 0.58% | Reduce -5.6% | 606,524 | $37.0M |
| WBH Advisory Inc. | 3.77% | Add +7.8% | 600,272 | $36.6M |
| Legacy Financial Strategies, LLC | 9.37% | Add +2.5% | 595,669 | $36.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 586,895 | $35.8M |
| Savant Capital, LLC | 0.41% | Reduce -3.3% | 585,701 | $35.8M |
| Mercer Global Advisors Inc. | 0.10% | Add +80.4% | 1,350,206 | $35.5M |
| Truist Financial Corp. | 0.05% | Add +1.9% | 578,059 | $35.3M |
| Wells Fargo & Company | 0.01% | Add +10.8% | 567,140 | $34.6M |
| Ethos Financial Group, LLC | 6.51% | Add +1.3% | 556,614 | $34.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +70.5% | 551,293 | $33.7M |
| Buckingham Capital Management, Inc. | 4.04% | Add +0.8% | 540,109 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.3% | 521,518 | $31.8M |
| Jaffetilchin Investment Partners, LLC | 2.82% | Add +10.6% | 515,031 | $31.4M |
| Osaic Holdings, Inc. | 0.07% | Add +9.6% | 513,791 | $31.4M |
| Cape Investment Advisory, Inc. | 14.57% | Add +1.1% | 510,596 | $31.2M |
| Genesee Capital Advisors, LLC | 16.55% | Add +44.9% | 495,222 | $30.2M |
| Sunburst Financial Group, LLC | 8.45% | Add +13.4% | 490,435 | $29.9M |
| Boulder Wealth Advisors, LLC | 18.30% | — | 484,118 | $29.6M |
| Legacy Private Trust Co. | 2.15% | Reduce -1.4% | 482,623 | $29.5M |
| First National Corp. /Ma/ | 6.50% | Reduce -0.1% | 474,726 | $26.4M |
| WT Wealth Management | 9.25% | Add +1.6% | 424,388 | $25.9M |
| Fsa Wealth Partners, Inc. | 6.29% | Reduce -1.9% | 414,236 | $25.3M |
| Pegasus Asset Management, Inc. | 7.74% | Add +1.6% | 407,341 | $24.9M |
| Truepoint, Inc. | 0.70% | Reduce -1.7% | 404,004 | $24.7M |
| Patriot Investment Management Group, Inc. | 1.91% | Reduce -3.3% | 394,810 | $24.1M |
| Cerity Partners LLC | 0.06% | Reduce -0.4% | 393,328 | $24.0M |
| Winthrop Advisory Group LLC | 3.46% | Add +0.9% | 391,508 | $23.9M |
| Gemmer Asset Management LLC | 2.72% | Add +0.0% | 383,697 | $23.4M |
| Focus Financial Network, Inc. | 1.12% | — | 394,466 | $22.9M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Add +0.2% | 372,782 | $22.8M |
| American Investment Services, Inc. | 4.01% | Reduce 0.0% | 370,758 | $22.6M |
| Ogorek Anthony Joseph /NY/ | 7.82% | Reduce -1.9% | 368,755 | $22.5M |
| Shilanski & Associates, Inc. | 7.73% | Add +2.4% | 367,491 | $22.4M |
| Strategic Advisors LLC | 4.40% | Reduce -2.0% | 365,118 | $22.3M |
| Goepper Burkhardt LLC | 10.14% | Add +1.5% | 359,423 | $21.8M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -5.7% | 352,550 | $21.5M |
| Waverly Advisors, LLC | 0.51% | Add +992.2% | 351,599 | $21.5M |
| Valley National Advisers Inc. | 3.23% | Add +7.4% | 349,714 | $21.3M |
| Cobblestone Capital Advisors LLC | 1.32% | Reduce -1.8% | 344,369 | $21.0M |
| Avior Wealth Management, LLC | 0.97% | Add +0.2% | 340,330 | $20.8M |
| Pinkerton Wealth, LLC | 3.33% | Reduce -21.1% | 339,503 | $20.7M |
| UBS Group AG | 0.01% | Add +6.0% | 333,686 | $20.4M |
| Strategic Financial Planning, Inc. | 14.90% | Reduce -3.8% | 326,239 | $19.9M |
| Breakwater Investment Management | 9.01% | — | 320,773 | $19.6M |
| Leading Edge Financial Planning LLC | 8.67% | Add +8.0% | 320,708 | $19.6M |
| GSG Advisors LLC | 7.09% | Reduce -4.6% | 319,163 | $19.3M |
| Roundview Capital LLC | 1.54% | Add +17.2% | 307,991 | $18.8M |
| Great Lakes Retirement, Inc. | 2.75% | Reduce -2.3% | 304,321 | $18.6M |
| Marshall Financial Group Inc. | 6.05% | Reduce -0.9% | 300,840 | $18.4M |
| Robinson Smith Wealth Advisors LLC | 17.58% | Add +1.2% | 299,731 | $18.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.40% | Reduce -6.4% | 299,688 | $17.6M |
| Ellevest, Inc. | 1.09% | Reduce -0.3% | 286,580 | $17.5M |
| Schaeffer Financial LLC | 17.41% | Reduce -0.0% | 286,441 | $17.5M |
| Great Valley Advisor Group, Inc. | 0.52% | Reduce -3.4% | 278,986 | $17.0M |
| Intrua Financial, LLC | 2.64% | Add +4.7% | 278,521 | $17.0M |
| TrinityPoint Wealth, LLC | 2.78% | Add +0.5% | 275,640 | $16.8M |
| Meridian Wealth Partners, LLC | 2.98% | Reduce -22.0% | 270,327 | $16.5M |
| Roble, Belko & Company, Inc | 2.81% | Reduce -2.5% | 268,242 | $16.4M |
| Wynn Capital, LLC | 12.63% | Reduce -2.8% | 267,598 | $16.3M |
| Madden Advisory Services, Inc. | 8.59% | Reduce -2.3% | 267,008 | $16.3M |
| Harbour Investments, Inc. | 0.58% | Add +1.9% | 266,585 | $16.3M |
| Tradition Wealth Management, LLC | 1.64% | Add +3.2% | 265,969 | $16.2M |
| SYM FINANCIAL Corp | 2.61% | Reduce -40.6% | 258,682 | $15.8M |
| Tanglewood Wealth Management, Inc. | 1.94% | Reduce -2.1% | 257,151 | $15.7M |
| Ashford Advisors, LLC | 3.95% | Reduce -4.7% | 256,722 | $15.7M |
| Corient Private Wealth LP | 0.03% | Add +4.2% | 252,206 | $15.4M |
| Juncture Wealth Strategies, LLC | 6.54% | Add +2.6% | 248,818 | $15.2M |
| Elgethun Capital Management | 3.79% | Add +1.7% | 246,006 | $15.0M |
| PrairieView Partners, LLC | 1.66% | Reduce -2.8% | 237,713 | $14.5M |
| Almanack Investment Partners, LLC. | 2.47% | Add +36.8% | 237,425 | $14.5M |
| Christensen, King & Associates Investment Services, Inc. | 7.15% | Add +1.3% | 234,386 | $14.3M |
| Lodestar Private Asset Management LLC | 2.04% | Reduce -2.4% | 234,341 | $14.3M |
| Stifel Financial Corp. | 0.02% | Add +2.8% | 217,650 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.6% | 214,026 | $13.1M |
| Blue Bell Private Wealth Management, LLC | 2.80% | Reduce -1.6% | 213,912 | $13.1M |
| Spinnaker Investment Group, LLC | 3.66% | Reduce -1.8% | 213,392 | $13.0M |
| Davis Capital Management | 11.28% | Add +1.7% | 207,888 | $12.7M |
| Mission Wealth Management, LP | 0.34% | Add +933.7% | 206,244 | $12.6M |
| Milestone Investment Advisors LLC | 3.38% | Reduce -2.5% | 205,270 | $12.5M |
| Libra Wealth LLC | 5.48% | Reduce -2.8% | 204,822 | $12.5M |
| Intelligence Driven Advisers, LLC | 1.80% | Reduce -4.8% | 199,357 | $12.2M |
| Transform Wealth, LLC | 1.15% | Add +18.9% | 198,218 | $12.1M |
| Empower Advisory Group, LLC | 0.04% | Add +0.5% | 196,735 | $12.0M |
| Vista Capital Partners, Inc. | 1.50% | Reduce -1.1% | 195,964 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.2% | 191,199 | $11.7M |
| FMR LLC | 0.00% | Add +26.8% | 190,655 | $11.6M |
| Roger Wittlin Investment Advisory, LLC | 8.06% | Reduce -12.4% | 188,177 | $11.5M |
| Valicenti Advisory Services Inc. | 3.19% | Reduce -0.1% | 187,300 | $11.4M |
| Weinberger Asset Management, Inc | 5.51% | Reduce -0.4% | 187,023 | $11.4M |
| Passive Capital Management, LLC. | 4.43% | Reduce -0.4% | 185,330 | $11.3M |
| Dodds Wealth, LLC | 4.58% | Add +22.9% | 184,587 | $11.3M |
| GYL Financial Synergies, LLC | 0.87% | Add +3.3% | 181,875 | $11.1M |
| Opes Wealth Management LLC | 2.54% | Reduce -0.0% | 180,076 | $11.0M |
| Raymond James & Associates | 0.01% | Add +12.8% | 172,438 | $10.5M |
| Lido Advisors, LLC | 0.09% | Reduce -3.1% | 171,758 | $10.5M |
| Blue Investment Partners LLC | 5.45% | Add +13.4% | 171,596 | $10.5M |
| Towercrest Capital Management | 1.72% | Reduce -2.1% | 166,769 | $10.2M |
| Alliance Wealth Management Group | 2.99% | Reduce -2.1% | 166,693 | $10.2M |
| Compound Planning, Inc. | 0.93% | Reduce -3.2% | 165,478 | $10.1M |
| Carmichael Hill & Associates, Inc. | 4.15% | Add +1.1% | 164,981 | $10.1M |
| Everhart Financial Group, Inc. | 2.91% | Reduce -0.6% | 163,609 | $10.0M |
| Beacon Wealthcare LLC | 4.47% | Reduce -1.3% | 160,583 | $9.8M |
| Motive Wealth Advisors | 5.91% | No change | 159,916 | $9.8M |
| Regis Management CO LLC | 2.95% | No change | 158,967 | $9.7M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -3.7% | 158,772 | $9.7M |
| Leavell Investment Management, Inc. | 0.56% | Add +4.3% | 158,435 | $9.7M |
| Rockbridge Investment Management, LCC | 1.40% | Reduce -4.3% | 156,790 | $9.6M |
| D.B. Root & Company, LLC | 3.21% | Reduce -8.3% | 155,774 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +3.9% | 155,110 | $9.5M |
| James J. Burns & Company, LLC | 3.30% | Reduce -33.2% | 156,485 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.1% | 153,685 | $9.4M |
| Zhang Financial LLC | 0.69% | Reduce -1.0% | 152,390 | $9.3M |
| SigFig Wealth Management, LLC | 0.34% | Reduce -6.1% | 180,053 | $9.2M |
| EWG Elevate Inc. | 3.50% | Reduce -21.9% | 150,738 | $9.2M |
| Waldron Private Wealth LLC | 0.41% | No change | 150,000 | $9.2M |
| TruWealth Advisors, LLC | 0.64% | Add +1.7% | 149,707 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.8% | 149,106 | $9.1M |
| Horan Capital Advisors, LLC. | 3.23% | Reduce -3.3% | 148,695 | $9.1M |
| Five Oceans Advisors | 4.57% | Add +0.0% | 145,562 | $8.9M |
| Sharkey, Howes & Javer | 1.44% | Add +6.4% | 144,336 | $8.8M |
| Chicago Partners Investment Group LLC | 0.37% | Add +10.6% | 148,550 | $8.7M |
| IFP Advisors, Inc | 0.38% | Reduce -0.4% | 142,621 | $8.7M |
| Apriem Advisors | 1.08% | Reduce -0.0% | 140,535 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.6% | 140,306 | $8.6M |
| Prosperitas Financial LLC | 5.47% | Add +13.0% | 139,893 | $8.5M |
| RHS Financial, LLC | 4.97% | Add +0.9% | 139,716 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.7% | 139,302 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -1.8% | 168,165 | $8.4M |
| Cetera Investment Advisers | 0.02% | New | 136,013 | $8.3M |
| Bond & Devick Financial Network, Inc. | 4.43% | Add +0.1% | 133,732 | $8.2M |
| Valley Forge Investment Consultants Inc. Adv | 3.16% | Add +0.3% | 132,793 | $8.1M |
| Peak Financial Management, Inc. | 2.55% | Add +2.2% | 131,734 | $8.0M |
| Spreng Capital Management, Inc. | 4.23% | Reduce -4.3% | 128,524 | $7.8M |
| Sheets Smith Wealth Management | 0.88% | Add +3.0% | 128,268 | $7.8M |
| Pegasus Partners Ltd. | 0.83% | No change | 128,153 | $7.8M |
| Embree Financial Group | 1.53% | Reduce -4.0% | 127,800 | $7.8M |
| Islay Capital Management, LLC | 5.82% | Add +0.9% | 126,809 | $7.7M |
| Custom Portfolio Group LLC | 6.30% | No change | 125,312 | $7.6M |
| SRH Advisors, LLC | 2.41% | Add +1.6% | 124,306 | $7.6M |
| JMG Financial Group, Ltd. | 0.28% | Reduce -1.5% | 120,763 | $7.4M |
| Family Firm, Inc. | 1.76% | Add +8.0% | 118,537 | $7.2M |
| Madison Wealth Partners, Inc | 2.61% | Add +7.5% | 118,144 | $7.2M |
| Curbstone Financial Management Corp | 1.55% | Reduce -3.2% | 117,864 | $7.2M |
| Main Street Financial Solutions, LLC | 0.76% | Add +3.5% | 116,105 | $7.1M |
| Cwm, LLC | 0.03% | Add +9.3% | 114,333 | $7.0M |
| Liberty Capital Management, Inc. | 1.72% | Reduce -7.4% | 114,037 | $7.0M |
| NewEdge Advisors, LLC | 0.06% | Add +15.2% | 112,717 | $6.9M |
| Equita Financial Network, Inc. | 3.05% | Reduce -31.2% | 111,398 | $6.8M |
| Orcam Financial Group | 7.43% | Reduce -3.0% | 111,102 | $6.8M |
| Blueprint Investment Partners LLC | 1.29% | Add +0.1% | 106,897 | $6.5M |
| JFS Wealth Advisors, LLC | 0.52% | Reduce -1.9% | 106,285 | $6.5M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -0.3% | 104,202 | $6.4M |
| Brooklyn FI, LLC | 2.61% | Add +21.2% | 103,827 | $6.3M |
| Destination Wealth Management | 0.21% | Reduce -34.2% | 102,624 | $6.3M |
| Arcadia Investment Advisors LLC | 3.52% | Reduce -0.4% | 101,043 | $6.2M |
| CVA Family Office, LLC | 1.09% | Reduce -4.0% | 100,107 | $6.1M |
| Mitchell Sinkler & Starr | 1.51% | Reduce -18.5% | 98,669 | $6.0M |
| Valmark Advisers, Inc. | 0.10% | Add +2.4% | 96,978 | $5.9M |
| Cresset Asset Management, LLC | 0.03% | Add +6.2% | 96,744 | $5.9M |
| FFT Wealth Management LLC | 0.51% | Reduce -94.1% | 96,224 | $5.9M |
| Ballast Advisors LLC | 1.94% | Reduce -0.5% | 94,329 | $5.8M |
| Advus Financial Partners, LLC | 1.76% | Reduce -8.7% | 93,026 | $5.7M |
| Joseph P. Lucia & Associates, LLC | 3.01% | Add +50.1% | 92,057 | $5.6M |
| Altfest L J & Co. Inc. | 0.79% | Reduce -0.1% | 91,849 | $5.6M |
| Walter & Keenan Wealth Management LLC /in/ | 1.84% | Add +0.3% | 91,759 | $5.6M |
| ProVise Management Group, LLC | 0.47% | Add +1.7% | 89,413 | $5.5M |
| Mairs & Power Inc. | 0.05% | Add +6.3% | 89,300 | $5.5M |
| Wilson & Boucher Capital Management, LLC | 4.27% | Add +2.6% | 88,804 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -6.9% | 88,588 | $5.4M |
| Wade Financial Advisory, Inc | 1.97% | Add +0.4% | 88,522 | $5.4M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -9.7% | 87,350 | $5.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 86,365 | $5.3M |
| PFG Advisors | 0.38% | Reduce -5.9% | 86,183 | $5.3M |
| Strategic Family Wealth Counselors, L.L.C. | 2.05% | Add +0.8% | 85,055 | $5.2M |
| Garrison Asset Management, LLC | 2.72% | Reduce -0.8% | 84,808 | $5.2M |
| AQR Capital Management | 0.01% | Add +647.6% | 84,683 | $5.2M |
| Aspire Capital Advisors LLC | 1.74% | Add +17.5% | 84,533 | $5.2M |
| Brightwater Advisory LLC | 4.11% | Add +1.1% | 83,925 | $5.1M |
| Wrenne Financial Planning LLC | 3.77% | New | 83,609 | $5.1M |
| Cardiff Park Advisors, LLC | 0.49% | Add +0.1% | 83,513 | $5.1M |
| MAI Capital Management | 0.05% | Add +99.8% | 83,371 | $5.1M |
| Souders Financial Advisors | 0.80% | Add +3.2% | 82,957 | $5.1M |
| SeaCrest Wealth Management, LLC | 0.62% | Reduce -1.9% | 82,653 | $5.0M |
| BOK Financial Private Wealth, Inc. | 0.38% | Reduce -1.2% | 82,606 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 82,446 | $5.0M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.7% | 82,415 | $5.0M |
| Whitener Capital Management, Inc. | 1.65% | Reduce -1.9% | 82,340 | $5.0M |
| Red Door Wealth Management, LLC | 0.95% | Add +0.3% | 81,020 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.6% | 80,696 | $4.9M |
| Cassady Schiller Wealth Management, LLC | 2.14% | Reduce -2.3% | 78,528 | $4.8M |
| Pullen Investment Management, LLC | 4.05% | — | 78,507 | $4.8M |
| Summit Wealth & Retirement Planning, Inc. | 1.70% | Reduce -0.6% | 78,276 | $4.8M |
| Fagan Associates, Inc. | 0.89% | Reduce -2.3% | 78,218 | $4.8M |
| Alpha Omega Wealth Management LLC | 0.88% | Reduce -3.8% | 77,453 | $4.7M |
| Ahl Investment Management, Inc. | 3.61% | Reduce -0.9% | 77,087 | $4.7M |
| Lowe Brockenbrough & Co. Inc. | 0.32% | Reduce -1.9% | 76,935 | $4.7M |
| RKL Wealth Management LLC | 0.46% | Reduce -1.7% | 76,741 | $4.7M |
| Strategic Financial Concepts, LLC | 1.09% | New | 74,399 | $4.5M |
| KCM Investment Advisors LLC | 0.17% | Add +0.0% | 73,894 | $4.5M |
| Seed Wealth Management, Inc. | 4.25% | Reduce -0.5% | 73,061 | $4.4M |
| Mutual Advisors, LLC | 0.14% | Add +6.0% | 72,850 | $4.4M |
| Redhawk Wealth Advisors, Inc. | 0.72% | Reduce -7.8% | 72,807 | $4.4M |
| Successful Portfolios LLC | 3.00% | Add +1.6% | 72,132 | $4.4M |
| Debussy Capital Management LP | 1.27% | Reduce -3.9% | 72,116 | $4.4M |
| Diversified Portfolios, Inc. | 0.61% | Reduce -0.1% | 71,188 | $4.3M |
| Parallel Advisors, LLC | 0.12% | Add +4.3% | 71,008 | $4.3M |
| Jane Street Group, LLC | 0.01% | New | 70,995 | $4.3M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -6.0% | 70,880 | $4.3M |
| OneAscent Financial Services LLC | 0.47% | Reduce -10.9% | 70,226 | $4.3M |
| Rosenberg Matthew Hamilton | 1.23% | Reduce -1.1% | 69,626 | $4.2M |
| Pinnacle Family Advisors, LLC | 2.25% | Add +228.8% | 69,017 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Add +4.8% | 68,753 | $4.2M |
| Cypress Point Wealth Management, LLC | 2.14% | Add +21.0% | 68,571 | $4.2M |
| Cordant, Inc. | 2.42% | Reduce -3.5% | 68,319 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +15.0% | 68,058 | $4.2M |
| Independent Advisor Alliance | 0.15% | Add +16.1% | 67,777 | $4.1M |
| Clear Point Advisors Inc. | 3.36% | Reduce -0.6% | 67,056 | $4.1M |
| Venture Visionary Partners LLC | 0.19% | Reduce -0.1% | 66,704 | $4.1M |
| Chesapeake Wealth Management | 1.48% | Reduce -10.5% | 66,579 | $4.1M |
| Silver Oak Advisory Group, Inc. | 2.27% | Reduce -4.0% | 66,333 | $4.0M |
| Opus Capital Group, LLC | 0.59% | Add +8.4% | 65,757 | $4.0M |
| Berkshire Asset Management LLC | 0.21% | Reduce -0.4% | 65,439 | $4.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.6% | 65,156 | $4.0M |
| Asset Dedication, LLC | 0.29% | Reduce -4.6% | 64,667 | $3.9M |
| NYL Investors LLC | 0.14% | Reduce -8.3% | 64,200 | $3.9M |
| Freedom Investment Management, Inc. | 0.31% | Reduce -19.4% | 64,122 | $3.9M |
| Rappaport Reiches Capital Management, LLC | 1.22% | Add +8.3% | 63,888 | $3.9M |
| Firestone Capital Management | 1.08% | Reduce -1.7% | 63,547 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +69.5% | 63,250 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +12.9% | 63,153 | $3.9M |
| REDW Wealth LLC | 1.01% | Reduce -2.4% | 61,596 | $3.8M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.1% | 61,543 | $3.8M |
| Cozad Asset Management Inc. | 0.39% | Reduce -0.7% | 61,385 | $3.7M |
| Long Island Wealth Management, Inc. | 2.64% | Add +5.5% | 61,313 | $3.7M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +8.2% | 61,147 | $3.7M |
| Quadrant Capital Group LLC | 0.29% | Add +18.0% | 60,468 | $3.7M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -8.4% | 60,176 | $3.7M |
| Koshinski Asset Management, Inc. | 0.37% | Reduce -27.9% | 59,922 | $3.7M |
| Arax Advisory Partners | 0.38% | Reduce -6.2% | 59,350 | $3.6M |
| Kiley Juergens Wealth Management, LLC | 1.12% | Reduce -0.6% | 59,312 | $3.6M |
| Fiduciary Trust Co | 0.06% | Add +0.7% | 59,161 | $3.6M |
| Ironwood Wealth Management, LLC. | 1.17% | Reduce -0.4% | 58,971 | $3.6M |
| Compass Ion Advisors, LLC | 0.52% | Reduce -0.9% | 58,941 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -0.3% | 58,746 | $3.6M |
| Focus Partners Wealth | 0.03% | Add +16.0% | 58,531 | $3.6M |
| Planning Alternatives Ltd. | 0.59% | Reduce -2.1% | 58,349 | $3.6M |
| Sawgrass Asset Management LLC | 0.39% | Add +0.9% | 58,240 | $3.6M |
| Fort Pitt Capital Group, LLC | 0.11% | Reduce -12.2% | 58,190 | $3.6M |
| Benchmark Wealth Management, LLC | 1.92% | Add +9.6% | 57,691 | $3.5M |
| Highland Capital Management, LLC | 0.20% | Reduce -0.3% | 57,529 | $3.5M |
| Independent Solutions Wealth Management, LLC | 0.83% | Add +1.1% | 57,119 | $3.5M |
| Granite Investment Partners, LLC | 0.13% | No change | 56,974 | $3.5M |
| Naples Global Advisors, LLC | 0.36% | Reduce -1.0% | 56,929 | $3.5M |
| Brighton Jones LLC | 0.13% | Add +0.4% | 56,877 | $3.5M |
| Avalon Advisory Group | 1.65% | No change | 55,916 | $3.4M |
| Atlas Capital Advisors Inc. | 0.53% | Add +4.3% | 55,858 | $3.4M |
| Krilogy Financial LLC | 0.26% | Add +0.8% | 55,332 | $3.4M |
| Tortoise Investment Management, LLC | 0.41% | Reduce -0.6% | 55,122 | $3.4M |
| WealthCollab, LLC | 2.45% | Reduce -1.5% | 54,473 | $3.3M |
| Novare Capital Management LLC | 0.30% | Add +35.7% | 54,369 | $3.3M |
| Planning Capital Management Corp | 2.42% | Reduce -5.8% | 54,187 | $3.3M |
| CRA Financial Services, LLC | 0.71% | Add +2.8% | 53,835 | $3.3M |
| C M Bidwell & Associates Ltd. | 2.24% | Reduce -0.5% | 53,782 | $3.3M |
| BBR Partners, LLC | 0.26% | No change | 53,132 | $3.2M |
| MBA Advisors LLC | 1.67% | Add +7.8% | 52,754 | $3.2M |
| Kohmann Bosshard Financial Services, LLC | 0.45% | Add +2.3% | 52,474 | $3.2M |
| Wealth Group Ltd | 0.97% | Reduce -0.2% | 51,925 | $3.1M |
| Game Plan Financial Advisors, LLC | 1.80% | Reduce -5.2% | 51,206 | $3.1M |
| RTD Financial Advisors, Inc. | 0.42% | Reduce -0.4% | 50,773 | $3.1M |
| Leo Wealth, LLC | 0.31% | Reduce -0.1% | 49,943 | $3.0M |
| Brookstone Capital Management | 0.05% | Add +5.9% | 48,526 | $3.0M |
| Csenge Advisory Group | 0.17% | Reduce -1.2% | 48,489 | $3.0M |
| Seaside Wealth Management, Inc. | 1.26% | Reduce -0.4% | 48,324 | $3.0M |
| Signaturefd, LLC | 0.06% | Add +15.9% | 47,841 | $2.9M |
| IHT Wealth Management, LLC | 0.12% | Reduce -9.2% | 47,775 | $2.9M |
| John W. Brooker & Co., CPAs | 1.56% | Add +0.6% | 47,509 | $2.9M |
| L. Roy Papp & Associates, LLP | 0.34% | Add +10.5% | 47,411 | $2.9M |
| Financial Designs Corp | 1.89% | New | 47,051 | $2.9M |
| Cambridge Advisors Inc. | 0.67% | Add +0.1% | 46,884 | $2.9M |
| Cambridge Financial Group, LLC | 1.36% | Reduce -0.2% | 46,717 | $2.9M |
| Private Portfolio Partners LLC | 0.59% | Reduce -0.3% | 46,321 | $2.8M |
| Elevation Wealth Partners, LLC | 1.41% | Reduce -2.5% | 46,070 | $2.8M |
| Prestige Wealth Management Group LLC | 0.60% | Reduce -1.4% | 45,701 | $2.8M |
| McCarthy Asset Management, Inc. | 1.72% | Reduce -0.4% | 45,644 | $2.8M |
| DHJJ Financial Advisors, Ltd. | 1.23% | Add +0.5% | 45,493 | $2.8M |
| Pineridge Advisors LLC | 0.97% | Reduce -11.2% | 45,054 | $2.8M |
| Boltwood Capital Management | 0.85% | Reduce -5.7% | 44,910 | $2.7M |
| Financial Management Professionals, Inc. | 0.40% | Reduce -1.7% | 44,351 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 43,569 | $2.7M |
| Global Retirement Partners, LLC | 0.10% | Add +2.3% | 43,539 | $2.7M |
| Private Capital Management LLC | 0.58% | Reduce -4.8% | 43,127 | $2.6M |
| RVW Wealth, LLC | 0.27% | Reduce -0.5% | 42,782 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.12% | Reduce -8.7% | 42,741 | $2.6M |
| Financial Consulate, Inc. | 0.76% | Reduce -10.0% | 42,339 | $2.6M |
| CGN Advisors LLC | 0.33% | Add +4.1% | 42,190 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | No change | 42,101 | $2.6M |
| Regis Acquisition Inc. | 1.56% | Add +1.8% | 41,922 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -70.8% | 41,818 | $2.6M |
| Lokken Investment Group LLC | 1.26% | Add +10.1% | 41,542 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.64% | Reduce -0.3% | 41,499 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.2% | 41,032 | $2.5M |
| Allworth Financial LP | 0.02% | Reduce -8.6% | 41,030 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.7% | 40,591 | $2.5M |
| Red Tortoise LLC | 1.38% | Reduce -5.6% | 40,424 | $2.5M |
| Smith, Moore & Co. | 0.26% | Reduce -7.6% | 39,951 | $2.4M |
| FAS Wealth Partners, Inc. | 0.22% | Add +2.5% | 39,909 | $2.4M |
| Sigma Investment Counselors Inc. | 0.16% | Add +18.7% | 39,439 | $2.4M |
| BCS Wealth Management | 0.77% | Reduce -2.6% | 39,328 | $2.4M |
| Mather Group, Llc. | 0.04% | Reduce -4.1% | 42,960 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.3% | 39,043 | $2.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.43% | Reduce -11.6% | 38,949 | $2.4M |
| TAP Consulting, LLC | 0.52% | Reduce -4.0% | 38,609 | $2.4M |
| Sachetta, LLC | 1.11% | No change | 42,115 | $2.3M |
| Carret Asset Management, LLC | 0.27% | Add +3.1% | 38,210 | $2.3M |
| Great Waters Wealth Management | 0.38% | Add +0.4% | 37,623 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.98% | Reduce -47.9% | 37,402 | $2.3M |
| Wealthspire Retirement, LLC | 0.20% | Add +0.8% | 37,364 | $2.3M |
| Fiduciary Group, LLC | 0.25% | Reduce -0.8% | 37,283 | $2.3M |
| Donaldson Capital Management, LLC | 0.09% | Add +11.2% | 37,038 | $2.3M |
| Ami Investment Management Inc. | 0.82% | Reduce -7.9% | 36,859 | $2.3M |
| West Paces Advisors Inc. | 0.59% | Reduce -3.6% | 36,701 | $2.2M |
| Lake Street Advisors Group, LLC | 0.10% | No change | 36,578 | $2.2M |
| Lincoln Capital Corp. | 0.97% | Reduce -0.4% | 36,504 | $2.2M |
| Jackson Hole Capital Partners, LLC | 0.51% | Reduce -6.3% | 36,462 | $2.2M |
| Values Added Financial LLC | 1.73% | Reduce -0.3% | 36,303 | $2.2M |
| Bigelow Investment Advisors, LLC | 1.08% | Reduce -0.5% | 35,846 | $2.2M |
| Capital Advisors Inc. | 0.05% | Reduce -1.6% | 35,800 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +1.1% | 35,680 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.3% | 35,659 | $2.2M |
| Opus Investment Management Inc. | 1.40% | No change | 35,240 | $2.2M |
| SVB Wealth LLC | 0.05% | Add +1.9% | 34,618 | $2.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.5% | 34,617 | $2.1M |
| Triangle Securities Wealth Management | 0.60% | Reduce -3.0% | 34,546 | $2.1M |
| Adams Wealth Management | 0.51% | Add +13.1% | 34,284 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.3% | 34,109 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.2% | 33,969 | $2.1M |
| waypoint wealth counsel | 1.59% | Add +0.1% | 33,880 | $2.1M |
| Essex LLC | 0.47% | Reduce -4.6% | 33,724 | $2.1M |
| Skyline Advisors, Inc. | 0.91% | Add +0.0% | 33,483 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -6.8% | 33,178 | $2.0M |
| Segment Wealth Management, LLC | 0.15% | Add +1.8% | 33,173 | $2.0M |
| YHB Investment Advisors, Inc. | 0.18% | Reduce -2.1% | 33,015 | $2.0M |
| Foster Group, Inc. | 0.10% | Add +12.6% | 32,793 | $2.0M |
| Advisory Alpha, LLC | 0.08% | Add +1.7% | 32,453 | $2.0M |
| Choreo, LLC | 0.05% | Add +26.0% | 32,409 | $2.0M |
| Asset Management Group, Inc. | 0.30% | Add +0.3% | 32,167 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -8.1% | 31,644 | $1.9M |
| Van Cleef Asset Management,Inc | 0.24% | No change | 31,581 | $1.9M |
| Planned Solutions, Inc. | 0.94% | Add +3.3% | 31,339 | $1.9M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -0.7% | 30,690 | $1.9M |
| Traphagen Investment Advisors LLC | 0.20% | Add +6.0% | 30,521 | $1.9M |
| Mgo One Seven LLC | 0.10% | Add +252.4% | 30,472 | $1.9M |
| Bridgewater Advisors Inc. | 0.28% | Reduce -6.0% | 30,173 | $1.8M |
| Main Street Group, LTD | 0.90% | Reduce -0.4% | 30,204 | $1.8M |
| BSW Wealth Partners | 0.31% | Reduce -4.5% | 30,106 | $1.8M |
| Gleason Group, Inc. | 0.38% | Add +1.1% | 30,020 | $1.8M |
| One Capital Management, LLC | 0.07% | Add +39.9% | 29,895 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +5.7% | 29,736 | $1.8M |
| Texas Yale Capital Corp. | 0.08% | No change | 29,410 | $1.8M |
| James Investment Research, Inc. | 0.21% | Add +14.1% | 29,190 | $1.8M |
| Operose Advisors LLC | 0.60% | Add +0.3% | 28,986 | $1.8M |
| Howe & Rusling Inc. | 0.17% | Add +0.4% | 28,747 | $1.8M |
| ARK & TLK Investments, LLC | 0.68% | No change | 28,614 | $1.7M |
| Geometric Wealth Advisors | 0.41% | Add +1.0% | 28,402 | $1.7M |
| Weik Capital Management | 0.74% | Add +0.1% | 28,370 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Add +0.1% | 28,298 | $1.7M |
| Hendershot Investments Inc. | 0.24% | Add +0.7% | 28,063 | $1.7M |
| Regent Peak Wealth Advisors LLC | 0.43% | Reduce -4.3% | 27,898 | $1.7M |
| Western Wealth Management, LLC | 0.13% | Reduce -29.9% | 27,843 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -1.8% | 27,695 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.88% | Reduce -0.9% | 27,660 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.33% | No change | 27,615 | $1.7M |
| Soundmark Wealth Management, LLC | 0.74% | New | 27,499 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Add +151.1% | 27,470 | $1.7M |
| First National Bank of Mount Dora, Trust Investment Services | 0.41% | No change | 27,313 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +39.7% | 26,947 | $1.6M |
| Gray Wealth Management Inc. | 0.73% | Reduce -2.1% | 26,747 | $1.6M |
| Gradient Capital Advisors, LLC | 0.59% | Add +1.2% | 26,236 | $1.6M |
| Modus Advisors, LLC | 0.59% | Reduce -1.6% | 26,136 | $1.6M |
| Exchange Bank | 1.30% | Reduce -0.6% | 26,000 | $1.6M |
| Panoramic Investment Advisors, LLC | 1.15% | Add +2.1% | 25,588 | $1.6M |
| SOL Capital Management CO | 0.19% | Add +5.1% | 25,251 | $1.5M |
| Barden Capital Management, Inc. | 1.48% | Reduce -5.8% | 25,087 | $1.5M |
| Aspiriant, LLC | 0.06% | No change | 24,784 | $1.5M |
| Northwest Capital Management Inc | 0.48% | No change | 24,764 | $1.5M |
| Waypoint Wealth Partners Inc. | 0.43% | No change | 24,646 | $1.5M |
| Selective Wealth Management, Inc. | 0.65% | New | 24,953 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.35% | Reduce -36.9% | 24,430 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +32.7% | 24,302 | $1.5M |
| Blossom Wealth Management | 3.55% | Add +0.3% | 24,156 | $1.5M |
| Guardian Wealth Management, Inc. | 1.13% | Add +0.1% | 24,069 | $1.5M |
| Bogart Wealth, LLC | 0.07% | Reduce -25.1% | 23,679 | $1.4M |
| Smith & Howard Wealth Management, LLC | 0.45% | Add +6.6% | 23,657 | $1.4M |
| Holderness Investments Co. | 0.35% | Add +0.2% | 23,367 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +7.9% | 23,353 | $1.4M |
| Cross Staff Investments Inc | 1.19% | Add +25.6% | 23,230 | $1.4M |
| BNC Wealth Management, LLC | 0.61% | Reduce -1.1% | 23,212 | $1.4M |
| S.A. Mason LLC | 0.85% | Reduce -0.3% | 23,104 | $1.4M |
| Fonville Wealth Management LLC | 0.62% | Reduce -0.5% | 22,807 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Reduce -0.3% | 22,494 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.1% | 22,361 | $1.4M |
| Peachtree Investment Partners, LLC | 0.55% | Reduce -9.4% | 22,184 | $1.4M |
| Signature Resources Capital Management, LLC | 1.27% | Reduce -6.1% | 24,271 | $1.4M |
| Morling Financial Advisors, LLC | 0.77% | Reduce -3.7% | 21,982 | $1.3M |
| Connectus Wealth, LLC | 0.04% | Add +6.5% | 21,886 | $1.3M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.3% | 21,867 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +5.7% | 21,781 | $1.3M |
| Thrive Wealth Management, LLC | 0.27% | Add +17.6% | 21,669 | $1.3M |
| Elm Partners Management LLC | 0.10% | Add +97.4% | 21,587 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Add +0.6% | 21,457 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | New | 21,040 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -36.9% | 20,875 | $1.3M |
| Bailard, Inc. | 0.04% | Add +0.1% | 20,811 | $1.3M |
| Keebeck Wealth Management | 0.19% | No change | 20,771 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.5% | 20,740 | $1.3M |
| Disciplined Investments, LLC | 0.69% | Reduce -23.7% | 20,624 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.34% | Add +7.0% | 20,622 | $1.3M |
| US Bancorp \de | 0.00% | Add +53.1% | 20,419 | $1.2M |
| Meritage Portfolio Management | 0.08% | Reduce -0.2% | 20,280 | $1.2M |
| Eley Financial Management, Inc | 0.53% | Reduce -5.3% | 20,235 | $1.2M |
| Wealth Architects, LLC | 0.16% | Reduce -12.0% | 20,025 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +12.0% | 19,969 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -16.4% | 19,957 | $1.2M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -17.5% | 19,974 | $1.2M |
| B&D White Capital Company, LLC | 0.27% | Add +0.3% | 19,846 | $1.2M |
| Gateway Advisory, LLC | 0.21% | Reduce -2.2% | 19,815 | $1.2M |
| Keybank National Association | 0.00% | No change | 19,636 | $1.2M |
| Curi Capital, LLC | 0.03% | Add +14.4% | 19,614 | $1.2M |
| Shorepoint Capital Partners LLC | 0.29% | Add +0.8% | 19,450 | $1.2M |
| West Coast Financial LLC | 0.14% | Add +37.5% | 19,450 | $1.2M |
| Seascape Capital Management | 0.44% | Add +3.0% | 19,319 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 19,307 | $1.2M |
| Smithbridge Asset Management Inc. | 0.24% | Reduce -0.6% | 19,237 | $1.2M |
| Evermay Wealth Management LLC | 0.18% | Add +0.2% | 19,181 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.78% | No change | 19,150 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.28% | Add +0.1% | 19,037 | $1.2M |
| Chilton Capital Management LLC | 0.05% | Reduce -2.4% | 18,890 | $1.2M |
| Continuum Advisory, LLC | 0.17% | Add +115.7% | 19,012 | $1.2M |
| Mission Creek Capital Partners, Inc. | 0.30% | Reduce -4.1% | 18,849 | $1.2M |
| Imprint Wealth LLC | 0.28% | New | 18,846 | $1.1M |
| Bell Investment Advisors, Inc | 0.22% | Reduce -19.6% | 18,779 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -9.3% | 18,737 | $1.1M |
| VERITY Wealth Advisors | 0.88% | No change | 18,696 | $1.1M |
| Chesley Taft & Associates LLC | 0.06% | No change | 18,565 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.1% | 18,558 | $1.1M |
| Missouri Trust & Investment Co | 0.43% | Reduce -0.7% | 18,416 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.17% | No change | 18,343 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -14.2% | 18,163 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +0.2% | 17,900 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 17,883 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Reduce -0.7% | 17,794 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 17,698 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.33% | Reduce -0.3% | 17,601 | $1.1M |
| Greenline Partners, LLC | 0.17% | Add +53.8% | 17,580 | $1.1M |
| Grant/GrossMendelsohn, LLC | 0.50% | Add +5.6% | 17,697 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 17,525 | $1.1M |
| Mayfair Advisory Group, LLC | 0.77% | Add +7.4% | 17,394 | $1.1M |
| Diligent Investors, LLC | 0.27% | Reduce -13.0% | 17,319 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +604.5% | 17,266 | $1.1M |
| Grant Street Asset Management, Inc. | 0.34% | Reduce -17.6% | 17,261 | $1.1M |
| InterOcean Capital Group, LLC | 0.03% | Add +5.8% | 17,228 | $1.1M |
| Physician Wealth Solutions Inc. | 0.88% | Reduce -0.8% | 17,218 | $1.1M |
| Cahill Wealth Management, LLC | 0.61% | Add +0.3% | 17,123 | $1.0M |
| Twelve Points Wealth Management LLC | 0.38% | Reduce -5.3% | 16,963 | $1.0M |
| Summit Trail Advisors, LLC | 0.03% | New | 16,632 | $1.0M |
| McAdam, LLC | 0.07% | Add +26.2% | 16,627 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.38% | Add +8.2% | 16,594 | $1.0M |
| Callahan Advisors, LLC | 0.11% | Add +1.5% | 16,569 | $1.0M |
| D'Orazio & Associates, Inc. | 0.16% | Add +0.3% | 16,490 | $1.0M |
| HUB Investment Partners, LLC | 0.06% | New | 16,419 | $1.0M |
| Exchange Capital Management, Inc. | 0.16% | Add +7.6% | 16,410 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.3% | 16,260 | $993K |
| FSM Wealth Advisors, LLC | 0.35% | Add +10.9% | 16,170 | $987K |
| Joule Financial, LLC | 0.40% | Reduce -29.0% | 16,075 | $981K |
| GeoWealth Management, LLC | 0.04% | Add +157.4% | 15,962 | $975K |
| Steel Grove Capital Advisors, LLC | 0.13% | No change | 15,885 | $970K |
| Whitaker-Myers Wealth Managers, LTD. | 0.41% | Add +0.3% | 15,833 | $967K |
| EPIQ Capital Group, LLC | 0.38% | Add +0.3% | 15,567 | $950K |
| Fifth Third Bancorp | 0.00% | Add +3.4% | 15,450 | $943K |
| Midwest Financial Group LLC | 0.63% | Add +0.3% | 15,300 | $934K |
| MADDEN SECURITIES Corp | 0.43% | Reduce -1.4% | 15,245 | $931K |
| SpiderRock Advisors, LLC | 0.03% | — | 15,482 | $927K |
| Retirement Group, LLC | 0.33% | Reduce -4.0% | 15,172 | $926K |
| Quadrature Capital Ltd | 0.02% | New | 15,143 | $924K |
| Earned Wealth Advisors, LLC | 0.35% | Reduce -16.0% | 15,057 | $919K |
| Freestone Capital Holdings, LLC | 0.03% | Add +180.5% | 15,002 | $916K |
| Traveka Wealth, LLC | 0.42% | No change | 14,936 | $912K |
| Waterloo Capital, L.P. | 0.12% | Reduce -2.4% | 14,860 | $907K |
| Simon Quick Advisors, LLC | 0.07% | Reduce -1.8% | 14,834 | $906K |
| Dakota Wealth Management | 0.02% | Add +151.2% | 14,773 | $902K |
| ELCO Management Co., LLC | 0.55% | Add +70.9% | 14,700 | $897K |
| Facet Wealth, Inc. | 0.03% | Reduce -34.9% | 14,913 | $897K |
| KMG Fiduciary Partners, LLC | 0.09% | No change | 14,602 | $891K |
| Mason & Associates Inc | 0.24% | Add +0.1% | 14,575 | $890K |
| Indie Asset Partners, LLC | 0.79% | Reduce -0.5% | 14,496 | $885K |
| Legacy Wealth Management, LLC | 0.06% | Reduce -9.5% | 14,398 | $879K |
| Fiduciary Family Office, LLC | 0.34% | No change | 14,306 | $873K |
| Virtue Capital Management, LLC | 0.16% | Reduce -13.9% | 14,629 | $873K |
| Colorado Capital Management, Inc. | 0.50% | New | 14,265 | $871K |
| Smith Anglin Financial, LLC | 0.09% | No change | 14,243 | $870K |
| LGL Partners, LLC | 0.14% | Reduce -99.1% | 14,166 | $865K |
| Spire Wealth Management | 0.02% | Add +0.0% | 14,156 | $864K |
| Mengis Capital Management, Inc. | 0.13% | Reduce -2.6% | 14,091 | $860K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 14,071 | $859K |
| CAP Partners, LLC | 0.75% | Reduce -3.8% | 13,989 | $854K |
| Muirfield Wealth Advisors LLC | 0.82% | Reduce -4.3% | 13,934 | $851K |
| Barrett & Company, Inc. | 0.40% | Add +0.2% | 13,767 | $840K |
| CX Institutional | 0.04% | Reduce -64.5% | 13,764 | $840K |
| Platte River Wealth Advisors, LLC | 0.24% | Add +5.9% | 13,708 | $837K |
| Waycross Investment Management Co | 0.77% | No change | 13,552 | $827K |
| Northern Capital Management, Inc. | 0.58% | Add +12.8% | 13,525 | $826K |
| Stockman Wealth Management, Inc. | 0.15% | Reduce -5.1% | 13,501 | $824K |
| Financial Advocates Investment Management | 0.05% | Reduce -27.8% | 13,425 | $820K |
| MainStreet Investment Advisors LLC | 0.10% | No change | 13,375 | $817K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | No change | 13,375 | $817K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.1% | 13,261 | $810K |
| Farrow Financial, Inc. | 0.56% | Reduce -4.4% | 13,181 | $805K |
| Vanguard Group Inc. | 0.00% | Add +90.2% | 13,062 | $797K |
| Thrive Capital Management, LLC | 0.42% | New | 14,996 | $794K |
| Bowie Capital Management, LLC | 0.07% | Reduce -13.3% | 13,000 | $794K |
| Dock Street Asset Management Inc. | 0.12% | No change | 12,994 | $793K |
| Econ Financial Services Corp | 0.49% | Reduce -8.4% | 12,939 | $790K |
| Burton Enright Welch | 0.19% | Reduce -2.9% | 12,902 | $788K |
| Janiczek Wealth Management, LLC | 0.17% | Add +7.1% | 12,898 | $787K |
| Marquette Associates, Inc. | 0.55% | Reduce -58.7% | 12,855 | $785K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +0.0% | 12,794 | $781K |
| Merriman Wealth Management, LLC | 0.03% | No change | 12,764 | $779K |
| Summit Place Financial Advisors, LLC | 0.46% | Add +4.3% | 12,758 | $779K |
| Carnegie Investment Counsel | 0.02% | Add +0.6% | 12,702 | $775K |
| Citizens Financial Group Inc. | 0.03% | Reduce -1.8% | 12,593 | $769K |
| Park Avenue Securities LLC | 0.01% | Add +4.2% | 12,515 | $764K |
| R. W. Roge & Company, Inc. | 0.45% | Reduce -0.9% | 12,303 | $752K |
| Townsend Asset Management Corp. /NC/ | 0.29% | Add +1.0% | 12,008 | $733K |
| LaSalle St. Investment Advisors, LLC | 0.41% | No change | 13,142 | $731K |
| Belpointe Asset Management LLC | 0.05% | Reduce -17.6% | 11,927 | $728K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.1% | 11,843 | $723K |
| One Day In July LLC | 0.10% | Add +17.4% | 11,743 | $717K |
| NewEdge Wealth, LLC | 0.02% | Add +168.1% | 12,172 | $716K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.4% | 11,733 | $716K |
| Diversified Trust Co. | 0.02% | New | 11,576 | $707K |
| Hudock, Inc. | 0.15% | Reduce -7.9% | 11,507 | $703K |
| MCF Advisors LLC | 0.05% | Reduce -3.1% | 11,492 | $702K |
| Consilium Wealth Advisory, LLC | 0.39% | No change | 11,490 | $701K |
| Avantax Advisory Services, Inc. | 0.01% | Add +21.2% | 11,473 | $700K |
| Wealthstream Advisors, Inc. | 0.27% | Add +20.7% | 11,456 | $699K |
| AE Wealth Management LLC | 0.01% | Reduce -93.6% | 11,414 | $697K |
| Aletheian Wealth Advisors LLC | 0.38% | No change | 11,379 | $695K |
| Lincoln National Corp. | 0.01% | Reduce -4.3% | 11,347 | $693K |
| Denver PWM, LLC | 0.27% | Reduce -2.5% | 11,529 | $692K |
| Westmount Partners, LLC | 0.24% | Add +4.8% | 11,135 | $680K |
| Burkett Financial Services, LLC | 0.35% | Add +2.7% | 11,121 | $679K |
| Evanson Asset Management, LLC | 0.05% | Add +0.1% | 11,087 | $677K |
| FineMark National Bank & Trust | 0.03% | Add +0.5% | 11,057 | $675K |
| Cedar Brook Financial Partners, LLC | 0.13% | Add +0.1% | 11,022 | $673K |
| FF Advisors,LLC | 0.46% | Reduce -12.0% | 10,936 | $668K |
| Ironwood Investment Counsel, LLC | 0.12% | No change | 10,924 | $667K |
| Patton Albertson Miller Group, LLC | 0.10% | Reduce -12.0% | 10,913 | $666K |
| Ironwood Financial, llc | 0.15% | Reduce -0.6% | 10,860 | $663K |
| Townsquare Capital LLC | 0.01% | Reduce -19.0% | 10,796 | $659K |
| Monograph Wealth Advisors, LLC | 0.10% | Add +79.0% | 10,786 | $658K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -65.7% | 10,784 | $658K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | New | 10,659 | $651K |
| Abacus Planning Group, Inc. | 0.13% | Add +11.9% | 10,599 | $647K |
| Annex Advisory Services, LLC | 0.02% | Reduce -6.2% | 10,514 | $642K |
| Foster & Motley Inc. | 0.04% | Add +5.3% | 10,307 | $629K |
| FirstPurpose Wealth LLC | 0.23% | Add +8.8% | 10,438 | $625K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Add +2.1% | 10,214 | $624K |
| TLWM | 0.14% | Reduce -7.0% | 10,174 | $621K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.5% | 10,164 | $621K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.5% | 10,164 | $621K |
| Natixis Advisors, LLC | 0.00% | Reduce -21.4% | 10,128 | $618K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +9.2% | 10,085 | $616K |
| Washburn Capital Management, Inc. | 0.45% | Add +7.7% | 10,076 | $615K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 10,068 | $615K |
| Twele Capital Management, Inc. | 0.14% | Add +0.2% | 10,053 | $614K |
| Horan Securities, Inc. | 0.29% | Add +0.2% | 10,035 | $613K |
| Perennial Advisors, LLC | 0.14% | Add +0.6% | 10,011 | $611K |
| Bantamac Capital, LLC | 0.35% | No change | 10,000 | $611K |
| Hills Bank & Trust Co | 0.05% | No change | 10,000 | $611K |
| Altus Wealth Management, LLC | 0.32% | Add +0.0% | 9,830 | $600K |
| North Star Investment Management Corp. | 0.04% | No change | 9,784 | $597K |
| Gratus Capital, LLC | 0.03% | Add +0.3% | 9,772 | $597K |
| Stonegate Investment Group, LLC | 0.02% | Reduce -3.0% | 9,712 | $593K |
| Wealthcare Capital Management LLC | 0.07% | No change | 9,692 | $592K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.7% | 9,635 | $588K |
| Caliber Wealth Management, LLC | 0.31% | Add +0.3% | 9,573 | $584K |
| Hoylecohen, LLC | 0.04% | Add +0.0% | 9,572 | $584K |
| Abbrea Capital, LLC | 0.08% | Add +0.2% | 9,563 | $584K |
| Savvy Advisors, Inc. | 0.33% | No change | 9,441 | $576K |
| FinTrust Capital Advisors, LLC | 0.11% | Add +0.1% | 9,348 | $571K |
| Edge Capital Group, LLC | 0.03% | Reduce -36.4% | 9,344 | $570K |
| Baker Avenue Asset Management, LP | 0.02% | Add +10.1% | 9,328 | $569K |
| Rehmann Capital Advisory Group | 0.04% | Add +30.8% | 9,249 | $565K |
| W.H. Cornerstone Investments Inc. | 0.40% | Reduce -7.6% | 9,186 | $561K |
| AF Advisors, Inc. | 0.12% | Add +0.0% | 9,186 | $561K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -2.9% | 9,175 | $560K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -21.8% | 9,143 | $558K |
| Builder Investment Group Inc. | 0.16% | Add +3.1% | 9,131 | $557K |
| QRG Capital Management, Inc. | 0.01% | Add +4.3% | 9,128 | $557K |
| Retireful, LLC | 0.23% | New | 9,075 | $554K |
| Reliant Wealth Planning | 0.26% | No change | 9,063 | $553K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.5% | 9,043 | $552K |
| OLIO Financial Planning | 0.23% | No change | 9,873 | $552K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -77.1% | 9,003 | $550K |
| Plancorp, LLC | 0.02% | Add +38.8% | 8,991 | $549K |
| Baker Tilly Wealth Management, LLC | 0.10% | No change | 8,983 | $548K |
| Aquire Wealth Advisors, LLC | 0.19% | Add +1.0% | 8,981 | $548K |
| GS Investments, Inc. | 0.26% | Reduce -0.3% | 8,981 | $548K |
| Horizon Investment Services, LLC | 0.27% | Add +0.7% | 8,907 | $544K |
| Hanover Advisors Inc. | 0.23% | Reduce -12.9% | 8,880 | $542K |
| West Financial Advisors, LLC | 0.12% | No change | 8,853 | $540K |
| Clarity Wealth Advisors, LLC | 0.18% | Reduce -6.4% | 8,832 | $539K |
| Weatherly Asset Management L. P. | 0.05% | No change | 8,805 | $538K |
| Unique Wealth, LLC | 0.15% | Reduce -2.5% | 8,767 | $535K |
| Aviance Capital Partners, LLC | 0.08% | No change | 8,695 | $531K |
| Armbruster Capital Management, Inc. | 0.11% | Add +2.5% | 8,629 | $527K |
| BlackRock Inc. | 0.00% | No change | 8,595 | $525K |
| Cornerstone Advisors Asset Management, LLC | 0.18% | No change | 8,532 | $521K |
| Anchor Investment Management, LLC | 0.05% | Add +1.0% | 8,526 | $521K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +2.5% | 8,432 | $515K |
| IRON Financial LLC | 0.28% | Add +0.1% | 8,291 | $506K |
| Traction Financial Partners, LLC | 0.40% | Add +65.3% | 8,349 | $506K |
| Jeppson Wealth Management, LLC | 0.20% | Add +0.3% | 8,254 | $504K |
| Kades & Cheifetz LLC | 0.32% | Add +0.3% | 8,241 | $503K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -7.0% | 8,237 | $503K |
| Acas, LLC | 0.49% | Reduce -0.7% | 8,229 | $502K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.8% | 8,167 | $499K |
| Rockwood Wealth Management, LLC | 0.06% | New | 8,120 | $496K |
| Gainplan LLC | 0.24% | Reduce -0.7% | 8,117 | $496K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.5% | 8,107 | $495K |
| RIA Advisory Group LLC | 0.20% | New | 8,103 | $495K |
| Clay Northam Wealth Management, LLC | 0.40% | Reduce -0.0% | 8,099 | $494K |
| Blankinship & Foster, LLC | 0.13% | Reduce -3.0% | 8,091 | $494K |
| Crewe Advisors LLC | 0.06% | Add +5.7% | 8,089 | $494K |
| ML & R Wealth Management LLC | 0.11% | Add +2.9% | 8,068 | $493K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.1% | 8,006 | $489K |
| Paulson Wealth Management Inc. | 0.14% | Reduce -4.2% | 7,996 | $488K |
| Alaska Wealth Advisors, LLC | 0.07% | Reduce -8.4% | 7,994 | $488K |
| Sightline Wealth Advisors, LLC | 0.32% | Add +1.1% | 7,966 | $486K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.1% | 7,971 | $486K |
| Faithward Advisors, LLC | 0.09% | Reduce -0.0% | 7,960 | $486K |
| Worth Asset Management, LLC | 0.30% | Reduce -20.6% | 7,888 | $482K |
| Custos Family Office, LLC | 0.25% | No change | 7,888 | $482K |
| Total Investment Management Inc. | 0.06% | Add +0.2% | 7,875 | $481K |
| Simplicity Wealth,LLC | 0.01% | New | 7,836 | $478K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -6.0% | 7,814 | $477K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +2.5% | 7,874 | $475K |
| Rock Point Advisors, LLC | 0.14% | Add +14.5% | 7,777 | $475K |
| Hardy Reed LLC | 0.06% | Add +27.3% | 7,719 | $471K |
| Portfolio Strategies, Inc. | 0.03% | New | 7,719 | $471K |
| NorthRock Partners, LLC | 0.02% | Add +99.8% | 7,662 | $468K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 7,657 | $467K |
| Waterford Advisors, LLC | 0.20% | No change | 7,648 | $467K |
| Sterling Wealth Management, Inc. | 0.23% | New | 7,602 | $464K |
| Noble Family Wealth, LLC | 0.13% | Reduce -3.6% | 7,593 | $464K |
| Broadleaf Partners, LLC | 0.12% | Add +1.2% | 7,582 | $463K |
| Summit Asset Management, LLC | 0.05% | Add +2.5% | 7,576 | $462K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.2% | 7,573 | $462K |
| Capital Analysts, LLC | 0.02% | Add +27.9% | 7,534 | $460K |
| World Investment Advisors | 0.07% | Add +5.5% | 7,502 | $458K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -1.7% | 7,480 | $457K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -4.2% | 7,804 | $453K |
| Planning Center, Inc. | 0.10% | Add +0.0% | 7,357 | $449K |
| Penney Financial, LLC | 0.33% | Reduce -67.9% | 7,312 | $446K |
| Boston Financial Mangement LLC | 0.01% | Add +7.7% | 7,302 | $446K |
| Aull & Monroe Investment Management Corp | 0.20% | Add +1.8% | 7,295 | $445K |
| Monterey Private Wealth, Inc. | 0.18% | Reduce -9.2% | 7,278 | $444K |
| Argent Trust Co | 0.02% | No change | 7,272 | $444K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.9% | 7,263 | $443K |
| Independent Financial Group, LLC | 0.02% | Reduce -24.7% | 7,250 | $443K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -0.1% | 7,241 | $442K |
| Nwam LLC | 0.04% | New | 7,204 | $438K |
| BetterWealth, LLC | 0.14% | No change | 7,161 | $437K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -0.1% | 7,161 | $437K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 7,150 | $437K |
| Fulcrum Equity Management | 0.51% | New | 7,114 | $434K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 7,404 | $433K |
| Balentine LLC | 0.01% | No change | 7,078 | $432K |
| Heritage Financial Services, LLC | 0.06% | Reduce -10.2% | 7,071 | $432K |
| Bank of Montreal | 0.00% | Add +0.1% | 7,043 | $431K |
| Scott & Selber, Inc. | 0.15% | Add +0.1% | 7,044 | $430K |
| Shira Ridge Wealth Management | 0.25% | No change | 7,038 | $430K |
| Keener Financial Planning LLC | 0.29% | No change | 7,002 | $428K |
| Phocas Financial Corp. | 0.05% | No change | 6,960 | $425K |
| Ieq Capital, LLC | 0.01% | Add +1.2% | 6,951 | $424K |
| Wedbush Securities Inc. | 0.02% | Reduce -8.4% | 6,927 | $423K |
| Solutions 4 Wealth, Ltd | 1.19% | Add +0.1% | 6,914 | $422K |
| Pinion Investment Advisors, LLC | 0.22% | Add +1.9% | 6,901 | $421K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 6,898 | $421K |
| Essex Bank | 0.12% | No change | 7,561 | $421K |
| ABLE Financial Group, LLC | 0.16% | No change | 6,865 | $419K |
| Garde Capital, Inc. | 0.03% | Reduce -1.3% | 6,854 | $418K |
| Asset Allocation & Management Company, LLC | 0.27% | New | 6,760 | $413K |
| Evergreen Capital Management LLC | 0.02% | Add +3.6% | 6,674 | $407K |
| Royal Capital Wealth Management, LLC | 0.32% | Reduce -31.3% | 6,667 | $407K |
| OneAscent Wealth Management LLC | 0.16% | Add +11.5% | 6,674 | $407K |
| Evoke Wealth, LLC | 0.01% | New | 6,666 | $407K |
| Morris Financial Concepts, Inc. | 0.21% | No change | 6,650 | $406K |
| Strategic Equity Management | 0.34% | Reduce -2.5% | 6,641 | $405K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -85.5% | 6,579 | $402K |
| Empowered Funds, LLC | 0.01% | New | 6,558 | $400K |
| My Personal CFO, LLC | 0.22% | No change | 6,388 | $390K |
| Lederer & Associates Investment Counsel | 0.27% | Reduce -4.9% | 6,333 | $387K |
| Appleton Partners Inc. | 0.03% | Reduce -8.2% | 6,335 | $387K |
| Relative Value Partners Group, LLC | 0.02% | No change | 6,841 | $385K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 6,260 | $382K |
| Oarsman Capital, Inc. | 0.09% | Reduce -3.1% | 6,241 | $381K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -30.1% | 6,226 | $380K |
| Tiemann Investment Advisors, LLC | 0.17% | Reduce -0.5% | 6,225 | $380K |
| Seneca House Advisors | 0.16% | Add +1.9% | 6,117 | $373K |
| Burt Wealth Advisors | 0.09% | Add +5.1% | 6,080 | $371K |
| Vickerman Investment Advisors, Inc. | 0.12% | Add +1.1% | 6,056 | $370K |
| Regions Financial Corp. | 0.00% | Reduce -28.3% | 6,017 | $367K |
| Pacific Sun Financial Corp | 0.21% | Reduce -2.6% | 6,000 | $366K |
| United Asset Strategies, Inc. | 0.04% | No change | 6,000 | $366K |
| Cubic Asset Management, LLC | 0.09% | Add +0.4% | 5,998 | $366K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -13.6% | 5,963 | $364K |
| Schrum Private Wealth Management LLC | 0.33% | No change | 5,950 | $363K |
| Bcwm, LLC | 0.13% | Reduce -92.7% | 5,948 | $363K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.3% | 5,912 | $361K |
| Ameritas Advisory Services, LLC | 0.01% | Add +32.3% | 5,969 | $361K |
| Schnieders Capital Management LLC | 0.07% | No change | 5,887 | $359K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 5,853 | $357K |
| Sierra Summit Advisors LLC | 0.10% | No change | 5,845 | $357K |
| Private Ocean, LLC | 0.04% | Add +0.3% | 5,784 | $353K |
| Sage Rhino Capital LLC | 0.08% | Add +4.3% | 5,756 | $351K |
| Front Row Advisors LLC | 0.13% | Reduce -0.5% | 5,724 | $349K |
| American Money Management, LLC | 0.07% | No change | 5,650 | $345K |
| Good Life Advisors, LLC | 0.03% | Add +0.3% | 5,614 | $343K |
| Klingman & Associates, LLC | 0.02% | No change | 5,610 | $342K |
| Berger Financial Group, Inc | 0.03% | New | 5,596 | $342K |
| Brio Consultants, LLC | 0.06% | Add +1.1% | 5,571 | $340K |
| Jacobs & Co. | 0.04% | Reduce -1.1% | 5,583 | $340K |
| Your Advocates Ltd., LLP | 0.14% | Add +0.3% | 5,550 | $339K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -7.2% | 5,515 | $337K |
| Sage Financial Group Inc. | 0.03% | Add +1.4% | 5,513 | $337K |
| Moseley Investment Management Inc. | 0.17% | No change | 5,492 | $335K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +0.0% | 5,467 | $334K |
| Ratio Wealth Group | 0.06% | No change | 5,425 | $331K |
| AlphaQ Advisors LLC | 0.20% | Reduce -0.8% | 5,421 | $331K |
| WealthBridge Capital Management, LLC | 0.11% | Add +1.9% | 5,379 | $328K |
| AA Financial Advisors, LLC | 0.13% | New | 5,373 | $328K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Add +2.5% | 5,354 | $327K |
| Abound Wealth Management | 0.12% | Add +22.8% | 5,349 | $327K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.8% | 5,335 | $326K |
| Bill Few Associates, Inc. | 0.13% | No change | 5,324 | $325K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.3% | 5,292 | $323K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 5,291 | $323K |
| Bordeaux Wealth Advisors LLC | 0.11% | No change | 5,289 | $323K |
| Black Diamond Financial, LLC | 0.09% | No change | 5,775 | $321K |
| Liberty Wealth Management LLC | 0.06% | Add +16.9% | 5,264 | $321K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +0.3% | 5,245 | $320K |
| American Financial Advisors, LLC | 0.04% | Add +0.4% | 5,226 | $319K |
| Comerica Bank | 0.00% | Add +15.6% | 5,166 | $315K |
| Old North State Wealth Management, LLC | 0.21% | Add +0.7% | 5,147 | $314K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,119 | $312K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,113 | $312K |
| Optimum Investment Advisors | 0.14% | No change | 5,064 | $309K |
| Broadview Financial Management, LLC | 0.22% | Add +0.3% | 5,012 | $306K |
| Culbertson A N & Co. Inc. | 0.05% | New | 5,000 | $305K |
| Able Wealth Management LLC | 0.26% | Reduce -4.7% | 4,970 | $303K |
| UMB Bank, n.a. | 0.00% | No change | 4,900 | $299K |
| Tranquility Partners, LLC | 0.12% | Reduce -0.3% | 4,895 | $299K |
| Apella Capital, LLC | 0.01% | Reduce -27.1% | 4,892 | $296K |
| Versant Capital Management, Inc | 0.08% | Add +0.3% | 4,827 | $295K |
| Carolina Wealth Advisors, LLC | 0.16% | Reduce -11.4% | 4,775 | $292K |
| Larson Financial Group LLC | 0.02% | Add +3.7% | 4,776 | $292K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 4,769 | $291K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +0.3% | 4,733 | $289K |
| Boyce & Associates Wealth Consulting, Inc. | 0.37% | Reduce -2.2% | 4,671 | $285K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 4,657 | $284K |
| WealthShield Partners, LLC | 0.05% | Reduce -3.9% | 4,648 | $284K |
| Index Fund Advisors, Inc. | 0.02% | No change | 4,647 | $284K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -2.0% | 4,637 | $283K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 4,633 | $283K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.2% | 4,594 | $280K |
| White Pine Investment CO | 0.08% | Reduce -24.1% | 4,578 | $279K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,000 | $278K |
| Everett Harris & Co. | 0.00% | Add +19.7% | 4,550 | $278K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.1% | 4,708 | $277K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.2% | 4,523 | $276K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 4,513 | $276K |
| Ruggaard & Associates LLC | 0.13% | Reduce -0.6% | 4,480 | $274K |
| Prepared Retirement Institute LLC | 0.20% | Add +0.3% | 4,479 | $273K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -4.2% | 4,455 | $272K |
| Councilmark Asset Management, LLC | 0.19% | — | 4,430 | $270K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 4,411 | $269K |
| Capital Insight Partners, LLC | 0.05% | No change | 4,406 | $269K |
| Clearstead Advisors, LLC | 0.01% | Add +2.8% | 4,416 | $268K |
| Citigroup Inc. | 0.00% | Add +45.7% | 4,376 | $267K |
| New Perspectives, Inc | 0.15% | — | 4,363 | $266K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 4,350 | $266K |
| BIP Wealth, LLC | 0.02% | Add +2.3% | 4,331 | $264K |
| Cutter & CO Brokerage, Inc. | 0.06% | Add +3.7% | 4,270 | $261K |
| Moneco Advisors, LLC | 0.04% | No change | 4,266 | $260K |
| Somerset Group LLC | 0.24% | Add +13.2% | 4,259 | $260K |
| Amarillo National Bank | 0.05% | No change | 4,244 | $259K |
| High Probability Advisors, LLC | 0.05% | New | 4,215 | $257K |
| Choate Investment Advisors | 0.01% | No change | 4,210 | $257K |
| Ehrlich Financial Group | 0.22% | Add +1.2% | 4,208 | $257K |
| Aurora Investment Managers, LLC. | 0.19% | No change | 4,186 | $256K |
| Pflug Koory, LLC | 0.02% | Reduce -9.6% | 4,192 | $256K |
| LifeSteps Financial, Inc. | 0.19% | Add +5.1% | 4,183 | $255K |
| Cornerstone Enterprises, LLC | 0.19% | No change | 4,142 | $252K |
| Patten & Patten Inc. | 0.02% | No change | 4,129 | $252K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -0.4% | 4,128 | $252K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -4.6% | 4,114 | $251K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +0.1% | 4,113 | $251K |
| Pachira Investments Inc. | 0.20% | Reduce -3.8% | 4,075 | $249K |
| Fiduciary Alliance LLC | 0.04% | Reduce -15.2% | 4,043 | $246K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 4,184 | $244K |
| Squire Investment Management Company, LLC | 0.15% | No change | 4,000 | $244K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,000 | $244K |
| Precedent Wealth Partners, LLC | 0.10% | No change | 3,974 | $243K |
| Vigilare Wealth Management | 0.12% | Reduce -5.7% | 3,950 | $241K |
| Creative Capital Management Investments LLC | 0.12% | No change | 3,934 | $240K |
| Americana Partners, LLC | 0.02% | Add +0.3% | 3,928 | $240K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -16.4% | 3,917 | $239K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -6.0% | 3,904 | $238K |
| Glenview Trust Co | 0.01% | New | 3,904 | $238K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -27.0% | 3,900 | $238K |
| Riverwater Partners LLC | 0.17% | No change | 3,872 | $236K |
| Oxinas Partners, LLC | 0.15% | Reduce -3.7% | 3,869 | $236K |
| Claris Advisors, LLC / Mo / | 0.12% | Add +0.3% | 3,865 | $236K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -20.9% | 3,865 | $236K |
| StoneX Group Inc. | 0.02% | Reduce -3.3% | 3,837 | $234K |
| D. E. Shaw & Co. | 0.00% | New | 3,835 | $234K |
| Ellenbecker Investment Group | 0.05% | New | 3,824 | $233K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Reduce -38.7% | 3,821 | $233K |
| Level Four Advisory Services, LLC | 0.01% | No change | 4,190 | $233K |
| Orion Capital Management LLC | 0.12% | Add +10.9% | 3,819 | $233K |
| LexAurum Advisors, LLC | 0.06% | Add +4.1% | 3,800 | $232K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,785 | $231K |
| Bessemer Group Inc. | 0.00% | Reduce -2.4% | 3,750 | $229K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,742 | $228K |
| Main Management LLC | 0.02% | No change | 3,740 | $228K |
| Wedmont Private Capital | 0.02% | Add +0.0% | 3,734 | $226K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.17% | No change | 3,650 | $223K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,650 | $223K |
| Guardian Financial Partners, LLC | 0.15% | Reduce -0.3% | 3,648 | $223K |
| Aveo Capital Partners, LLC | 0.02% | Reduce -27.4% | 3,670 | $219K |
| Alley Investment Management Company, LLC | 0.03% | New | 3,562 | $217K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -4.7% | 3,555 | $217K |
| Wellington Wealth Strategies, LLC. | 0.10% | New | 3,546 | $216K |
| River Wealth Advisors LLC | 0.03% | New | 3,530 | $216K |
| Act Wealth Management, LLC | 0.11% | New | 3,508 | $214K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -94.9% | 3,506 | $214K |
| Bright Futures Wealth Management, LLC. | 0.12% | — | 3,390 | $214K |
| Certified Advisory Corp | 0.03% | New | 3,483 | $213K |
| Consolidated Portfolio Review Corp | 0.06% | New | 3,477 | $212K |
| PFG Investments, LLC | 0.01% | New | 3,477 | $212K |
| US Financial Advisors, LLC | 0.07% | New | 3,476 | $212K |
| Steward Partners Investment Solutions, LLC | 0.04% | New | 3,474 | $212K |
| Lyell Wealth Management, LP | 0.02% | New | 3,459 | $211K |
| Armor Investment Advisors, LLC | 0.10% | Add +0.1% | 3,458 | $211K |
| Carson Advisory Inc. | 0.15% | Reduce -5.1% | 3,448 | $211K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -3.0% | 3,439 | $210K |
| Tanager Wealth Management LLP | 0.03% | Reduce -14.1% | 3,432 | $210K |
| Empirical Asset Management, LLC | 0.10% | New | 3,427 | $209K |
| Summit X, LLC | 0.05% | New | 3,426 | $209K |
| HC Advisors, LLC | 0.10% | New | 3,396 | $207K |
| Silver Coast Investments LLC | 0.08% | New | 3,387 | $207K |
| FPC Investment Advisory, Inc. | 0.20% | — | 3,510 | $206K |
| Treynor Bancshares, Inc. | 0.12% | New | 3,374 | $206K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 3,368 | $206K |
| Noesis Capital Mangement Corp. | 0.05% | New | 3,365 | $205K |
| Coulter & Justus Financial Services, LLC | 0.05% | New | 3,365 | $205K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 3,361 | $205K |
| Stephens Inc. | 0.00% | New | 3,361 | $205K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 3,343 | $204K |
| Clarity Capital Advisors, LLC | 0.16% | New | 3,340 | $204K |
| Regal Investment Advisors LLC | 0.01% | New | 3,338 | $204K |
| Trevian Wealth Management LLC | 0.14% | New | 3,332 | $203K |
| Quadcap Wealth Management, LLC | 0.05% | New | 3,311 | $202K |
| Kingsview Wealth Management, LLC | 0.01% | New | 3,310 | $202K |
| Blue Trust, Inc. | 0.00% | Reduce -22.5% | 3,223 | $197K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.3% | 3,164 | $193K |
| DB Fitzpatrick & Co, Inc | 0.15% | Reduce -0.4% | 2,759 | $168K |
| SJS Investment Consulting Inc. | 0.03% | No change | 2,755 | $168K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 2,690 | $164K |
| TFO Wealth Partners, LLC | 0.03% | No change | 2,672 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.7% | 2,581 | $158K |
| Wetzel Investment Advisors, Inc. | 0.09% | No change | 2,600 | $151K |
| Bokf, NA | 0.00% | No change | 2,463 | $150K |
| Friedenthal Financial | 0.09% | Reduce -7.7% | 2,439 | $149K |
| Richardson Capital Management LLC | 0.12% | Add +7.5% | 2,401 | $147K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,306 | $141K |
| Peoples Financial Services Corp. | 0.06% | No change | 2,300 | $140K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,250 | $137K |
| Pacific Center for Financial Services | 0.04% | Add +0.6% | 2,221 | $136K |
| Tompkins Financial Corp. | 0.01% | No change | 2,178 | $133K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -39.4% | 2,000 | $122K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,996 | $122K |
| Clarkston Capital Partners, LLC | 0.00% | Reduce -28.9% | 1,954 | $119K |
| HM Payson & Co. | 0.00% | No change | 1,941 | $118K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 1,867 | $114K |
| Investors Research Corp | 0.03% | No change | 1,770 | $108K |
| Colonial Trust Co / SC | 0.02% | New | 1,768 | $108K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,758 | $107K |
| Perritt Capital Management Inc | 0.06% | Add +2.5% | 1,749 | $107K |
| Robinswood Financial LLC | 0.04% | Reduce -35.6% | 1,691 | $103K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -1.8% | 1,680 | $103K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.3% | 1,632 | $100K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,627 | $99K |
| SYSTM Wealth Solutions LLC | 0.01% | New | 1,619 | $99K |
| Creekmur Asset Management LLC | 0.03% | Reduce -21.2% | 1,576 | $96K |
| Dogwood Wealth Management LLC | 0.06% | No change | 1,552 | $95K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.1% | 1,481 | $90K |
| Tyler-Stone Wealth Management | 0.04% | No change | 1,460 | $89K |
| Assetmark, Inc. | 0.00% | Add +410.1% | 1,459 | $89K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,410 | $86K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 1,407 | $86K |
| Whittier Trust Co. | 0.00% | No change | 1,397 | $85K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.2% | 1,396 | $85K |
| Montag A & Associates Inc. | 0.00% | Add +0.3% | 1,247 | $76K |
| Trust Co. of Vermont | 0.00% | New | 1,213 | $74K |
| Principal Securities, Inc. | 0.00% | Add +45.8% | 1,201 | $73K |
| Glassman Wealth Services | 0.01% | No change | 1,196 | $73K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,192 | $73K |
| Evolution Advisers, Inc. | 0.04% | Add +50.0% | 1,134 | $70K |
| Northwest Investment Counselors, LLC | 0.02% | New | 1,043 | $64K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.3% | 1,035 | $63K |
| Valued Wealth Advisors LLC | 0.04% | New | 1,000 | $61K |
| Marquette Asset Management, LLC | 0.01% | No change | 993 | $61K |
| Pacifica Partners Inc. | 0.03% | Reduce -57.6% | 1,000 | $61K |
| Impact Partnership Wealth, LLC | 0.02% | No change | 930 | $57K |
| Palisade Asset Management, LLC | 0.01% | New | 925 | $56K |
| CENTRAL TRUST Co | 0.00% | No change | 910 | $56K |
| Hoertkorn Richard Charles | 0.02% | No change | 900 | $55K |
| Angeles Wealth Management, LLC | 0.01% | No change | 890 | $54K |
| HighMark Wealth Management LLC | 0.03% | Add +0.2% | 840 | $51K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -2.6% | 836 | $51K |
| American Capital Advisory, LLC | 0.04% | Add +10.5% | 1,039 | $50K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 812 | $50K |
| Manchester Capital Management LLC | 0.01% | Add +1.5% | 803 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 792 | $48K |
| Nemes Rush Group LLC | 0.01% | Add +171.8% | 753 | $46K |
| Bfsg, LLC | 0.01% | Add +0.5% | 746 | $46K |
| Realta Investment Advisors | 0.01% | New | 728 | $44K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -8.3% | 701 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 673 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 635 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 621 | $38K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Add +2.9% | 566 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -74.2% | 572 | $35K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +0.4% | 552 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.2% | 557 | $34K |
| Birchbrook, Inc. | 0.02% | Reduce -26.5% | 555 | $34K |
| Moser Wealth Advisors, LLC | 0.02% | Add +0.2% | 547 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 558 | $33K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 525 | $32K |
| Western Pacific Wealth Management, LP | 0.02% | Add +0.4% | 517 | $32K |
| NWK Group, Inc. | 0.01% | No change | 514 | $31K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 507 | $31K |
| TFC Financial Management, Inc. | 0.01% | No change | 503 | $31K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 446 | $27K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 445 | $27K |
| Global Financial Private Client, LLC | 0.01% | No change | 444 | $27K |
| Albion Financial Group | 0.00% | No change | 420 | $26K |
| Franklin Resources Inc. | 0.00% | No change | 420 | $26K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -43.3% | 418 | $26K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 417 | $25K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.2% | 412 | $25K |
| Beacon Capital Management, LLC | 0.01% | No change | 400 | $24K |
| Wiser Advisor Group LLC | 0.04% | Reduce -0.3% | 387 | $24K |
| Blume Capital Management, Inc. | 0.01% | No change | 370 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 364 | $22K |
| Global Wealth Strategies & Associates | 0.01% | No change | 355 | $22K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 350 | $21K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.4% | 328 | $20K |
| Tucker Asset Management LLC | 0.00% | New | 323 | $20K |
| Colonial Trust Advisors | 0.00% | New | 320 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 308 | $19K |
| Rothschild Investment LLC | 0.00% | New | 296 | $18K |
| Robbins Farley | 0.01% | No change | 246 | $15K |
| First Manhattan Co. Llc. | 0.00% | No change | 213 | $15K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 236 | $14K |
| Tidemark, LLC | 0.01% | No change | 217 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -86.2% | 216 | $13K |
| Key Financial Inc | 0.00% | No change | 211 | $13K |
| Integrity Financial Corp | 0.01% | No change | 208 | $13K |
| Annapolis Financial Services, LLC | 0.00% | Reduce -48.1% | 204 | $12K |
| Vima LLC | 0.01% | No change | 260 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 200 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 188 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.0% | 188 | $11K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -40.7% | 191 | $11K |
| Avion Wealth | 0.00% | No change | 166 | $11K |
| Bangor Savings Bank | 0.00% | No change | 170 | $10K |
| Costello Asset Management, INC | 0.01% | Add +24.1% | 165 | $10K |
| New Republic Capital, LLC | 0.01% | No change | 160 | $10K |
| Silicon Valley Capital Partners | 0.00% | New | 148 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 140 | $9K |
| Cornerstone Planning Group LLC | 0.00% | No change | 143 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 134 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 126 | $8K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 120 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 127 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 113 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 106 | $6K |
| Castleview Partners, LLC | 0.00% | Reduce -86.7% | 95 | $6K |
| Addison Advisors LLC | 0.00% | Reduce -49.5% | 92 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 88 | $5K |
| Gen-Wealth Partners Inc | 0.00% | — | 85 | $5K |
| Element Wealth, LLC | 0.00% | Add +49.0% | 73 | $4K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -55.4% | 71 | $4K |
| Delta Asset Management LLC | 0.00% | Add +1.5% | 67 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 65 | $4K |
| West Branch Capital LLC | 0.00% | No change | 60 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60 | $4K |
| Rice Partnership, LLC | 0.00% | New | 55 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -15.3% | 50 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 42 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -69.7% | 40 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 40 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 14 | $855 |
| Weaver Capital Management LLC | 0.00% | New | 10 | $611 |
| Gradient Investments LLC | 0.00% | Reduce -97.4% | 10 | $611 |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.4% | 10 | $611 |
| Redmont Wealth Advisors LLC | 0.00% | New | 7 | $401 |
| Arlington Trust Co LLC | 0.00% | No change | 6 | $366 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $244 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $123 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.0% | 1 | $38 |
"% of holder's portfolio" is SCHB's weight in each manager's 13F, not the share of Schwab US Broad Market ETF the manager owns.