Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2024 (June 30)1,083holders +10
53new positions
45sold out
3famous investors
$60.88avg. 13F price*
At the end of Q2 2024, 1,083 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 10 from Q1 2024. 53 opened new positions and 45 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($388.0M) and SCS Capital Management LLC ($244.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $49.2M |
| Exits | 45 | $27.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,794,702 shares bought and 5,210,471 shares sold, net +4,584,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,083 holders
| Wealthfront Advisers LLC | 4.48% | Reduce -3.3% | 21,170,646 | $1.3B |
| Betterment LLC | 1.01% | Reduce -2.3% | 6,171,023 | $388.0M |
| SCS Capital Management LLC | 5.13% | Reduce -3.1% | 3,893,095 | $244.8M |
| Rebalance, LLC | 18.50% | Add +1.6% | 3,656,627 | $229.9M |
| Evensky & Katz LLC | 14.46% | Reduce -2.7% | 3,302,850 | $207.7M |
| Hengehold Capital Management LLC | 19.74% | Reduce -0.2% | 3,017,217 | $189.7M |
| Strid Group, LLC | 28.62% | Add +7.6% | 2,752,877 | $173.1M |
| Bouchey Financial Group, Ltd. | 15.23% | Add +4.4% | 2,548,725 | $160.3M |
| HighTower Advisors, LLC | 0.24% | Add +2.9% | 2,469,145 | $155.2M |
| HB Wealth Management, LLC | 1.64% | Reduce -1.4% | 2,239,313 | $140.8M |
| HT Partners LLC | 49.75% | Add +0.3% | 2,238,817 | $140.8M |
| Evergreen Advisors, LLC | 41.08% | Add +1.0% | 2,182,804 | $137.2M |
| Callan Capital, LLC | 10.57% | Add +0.8% | 2,041,858 | $128.4M |
| Hanson & Doremus Investment Management | 20.41% | Add +0.8% | 1,937,609 | $121.8M |
| Retirement Planning Group, LLC | 7.25% | Reduce -12.7% | 1,813,286 | $114.0M |
| Forvis Mazars Wealth Advisors, LLC | 2.75% | Add +2.5% | 1,751,148 | $110.1M |
| Accredited Investors Inc. | 6.32% | Add +55.5% | 1,611,625 | $101.3M |
| HHM Wealth Advisors, LLC | 14.39% | Reduce -0.6% | 1,520,780 | $95.6M |
| Captrust Financial Advisors | 0.30% | Add +1.8% | 1,486,660 | $93.5M |
| Summit Financial Strategies, Inc. | 10.94% | Add +2.3% | 1,399,541 | $88.0M |
| TruNorth Capital Management, LLC | 26.56% | Add +0.8% | 1,302,430 | $81.9M |
| National Bank of Canada | 0.12% | Reduce -4.9% | 1,247,764 | $78.6M |
| Mariner, LLC | 0.15% | Add +1.6% | 1,242,568 | $78.1M |
| Morton Brown Family Wealth, LLC | 26.93% | Add +1.7% | 1,064,494 | $68.2M |
| Ballentine Partners, LLC | 1.26% | Reduce -1.8% | 1,080,204 | $67.9M |
| Morgan Stanley | 0.01% | Add +15.6% | 1,073,492 | $67.5M |
| HBK Sorce Advisory LLC | 2.27% | Reduce -0.3% | 1,034,550 | $65.0M |
| Circle Wealth Management, LLC | 1.49% | Reduce -0.1% | 1,025,314 | $64.5M |
| Socha Financial Group, LLC | 29.76% | Add +1.9% | 1,011,590 | $63.6M |
| Bank of America Corp. | 0.01% | Reduce -7.1% | 993,203 | $62.4M |
| North Star Asset Management Inc. | 2.89% | Add +0.1% | 967,282 | $60.8M |
| Asset Advisors Investment Management, LLC | 6.62% | Reduce -5.5% | 966,687 | $60.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.27% | Add +0.5% | 940,697 | $59.1M |
| Brown Advisory Inc. | 0.08% | Add +11.9% | 935,826 | $58.8M |
| Agilis Partners LLC | 16.92% | Reduce -1.6% | 884,366 | $55.6M |
| Manchester Financial Inc. | 12.98% | Add +3.2% | 838,549 | $52.7M |
| D L Carlson Investment Group Inc. | 10.12% | Add +4.4% | 834,212 | $52.4M |
| Morningstar Investment Services LLC | 0.54% | Add +8.2% | 783,720 | $49.4M |
| Caprock Group, LLC | 2.00% | Reduce -0.2% | 780,253 | $49.2M |
| Bluespring Wealth Management, LLC | 5.25% | Reduce -0.7% | 774,170 | $48.8M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 770,814 | $48.5M |
| Compass Financial Group, INC | 10.38% | Add +16.2% | 761,874 | $47.9M |
| Myecfo, LLC | 27.39% | Add +0.3% | 755,325 | $47.5M |
| Compass Advisory Group LLC | 20.84% | Add +1.2% | 743,771 | $46.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.7% | 717,252 | $45.1M |
| Members Advisory Group LLC | 24.30% | Reduce -1.6% | 708,018 | $44.5M |
| Creative Planning | 0.05% | Add +2.1% | 679,950 | $42.7M |
| LPL Financial LLC | 0.02% | Reduce -1.5% | 640,715 | $40.3M |
| WBH Advisory Inc. | 4.06% | Add +6.2% | 637,630 | $40.1M |
| Legacy Financial Strategies, LLC | 9.48% | Add +4.1% | 620,012 | $39.4M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -0.8% | 601,976 | $37.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +5.3% | 580,758 | $36.5M |
| Ethos Financial Group, LLC | 6.44% | Add +3.3% | 574,901 | $36.3M |
| Savant Capital, LLC | 0.36% | Reduce -1.5% | 576,833 | $36.3M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 576,228 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +8.3% | 564,543 | $35.5M |
| Truist Financial Corp. | 0.05% | Reduce -3.9% | 555,313 | $34.9M |
| Buckingham Capital Management, Inc. | 4.10% | Add +1.0% | 545,433 | $34.3M |
| Sunburst Financial Group, LLC | 8.99% | Add +7.5% | 527,119 | $33.1M |
| Jaffetilchin Investment Partners, LLC | 2.80% | Add +1.3% | 521,674 | $32.8M |
| Cape Investment Advisory, Inc. | 14.43% | Add +0.0% | 510,819 | $32.1M |
| Boulder Wealth Advisors, LLC | 18.21% | Add +2.5% | 496,442 | $31.2M |
| Genesee Capital Advisors, LLC | 15.23% | Reduce -0.3% | 493,760 | $31.0M |
| Legacy Private Trust Co. | 2.16% | Add +0.1% | 483,142 | $30.4M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -64.6% | 478,267 | $30.1M |
| Roundview Capital LLC | 2.22% | Add +45.5% | 448,000 | $28.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -13.2% | 445,827 | $28.0M |
| WT Wealth Management | 8.99% | Reduce -1.4% | 418,256 | $26.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +180.7% | 418,581 | $26.3M |
| Sunpointe, LLC | 16.96% | New | 413,315 | $26.1M |
| Pegasus Asset Management, Inc. | 8.11% | Add +1.8% | 414,530 | $26.1M |
| First National Corp. /Ma/ | 6.00% | Reduce -15.7% | 400,404 | $25.2M |
| Truepoint, Inc. | 0.72% | Reduce -0.9% | 400,223 | $25.2M |
| Patriot Investment Management Group, Inc. | 1.95% | Add +0.6% | 397,055 | $25.0M |
| Winthrop Advisory Group LLC | 3.39% | Add +1.4% | 396,805 | $24.9M |
| Gemmer Asset Management LLC | 2.64% | Add +2.2% | 392,249 | $24.7M |
| Shilanski & Associates, Inc. | 8.02% | Add +3.2% | 379,205 | $23.8M |
| Waverly Advisors, LLC | 0.46% | Add +7.1% | 376,624 | $23.7M |
| Valley National Advisers Inc. | 3.44% | Add +5.5% | 368,946 | $23.2M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -2.7% | 362,632 | $22.9M |
| American Investment Services, Inc. | 4.05% | Reduce -1.9% | 363,558 | $22.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.2% | 362,937 | $22.8M |
| Goepper Burkhardt LLC | 10.30% | Add +0.7% | 361,972 | $22.8M |
| UBS Group AG | 0.01% | Add +8.5% | 361,914 | $22.8M |
| Ogorek Anthony Joseph /NY/ | 7.85% | Reduce -2.5% | 359,457 | $22.6M |
| Cerity Partners LLC | 0.06% | Reduce -9.7% | 355,391 | $22.3M |
| Strategic Advisors LLC | 4.30% | Reduce -3.4% | 352,664 | $22.2M |
| Leading Edge Financial Planning LLC | 8.85% | Add +9.4% | 350,971 | $22.1M |
| Avior Wealth Management, LLC | 0.93% | Add +1.2% | 344,463 | $21.7M |
| Strategic Financial Planning, Inc. | 15.51% | Add +4.9% | 342,164 | $21.5M |
| Focus Financial Network, Inc. | 0.92% | Reduce -15.7% | 332,749 | $21.5M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -6.6% | 329,345 | $20.7M |
| GSG Advisors LLC | 7.16% | Add +0.8% | 321,840 | $20.3M |
| Robinson Smith Wealth Advisors LLC | 17.68% | Add +6.6% | 319,456 | $20.1M |
| Breakwater Investment Management | 8.89% | Reduce -1.5% | 315,948 | $19.9M |
| Cobblestone Capital Advisors LLC | 1.22% | Reduce -8.6% | 314,830 | $19.8M |
| Great Lakes Retirement, Inc. | 2.60% | Reduce -1.3% | 300,240 | $18.9M |
| Marshall Financial Group Inc. | 6.05% | Reduce -1.5% | 296,298 | $18.6M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +5.5% | 294,224 | $18.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.23% | Reduce -2.2% | 293,014 | $18.5M |
| Meridian Wealth Partners, LLC | 3.15% | Add +5.1% | 284,231 | $17.9M |
| Schaeffer Financial LLC | 19.28% | Reduce -1.4% | 282,551 | $17.8M |
| Ellevest, Inc. | 1.06% | Reduce -1.5% | 282,234 | $17.7M |
| Harbour Investments, Inc. | 0.59% | Add +4.0% | 277,377 | $17.4M |
| Wynn Capital, LLC | 12.89% | Add +3.6% | 277,334 | $17.4M |
| TrinityPoint Wealth, LLC | 2.72% | Add +0.4% | 276,848 | $17.4M |
| Stonekeep Investments, LLC | 13.73% | — | 269,273 | $16.9M |
| Tradition Wealth Management, LLC | 1.63% | Add +1.2% | 269,044 | $16.9M |
| Madden Advisory Services, Inc. | 8.56% | Add +0.3% | 267,802 | $16.8M |
| Juncture Wealth Strategies, LLC | 6.82% | Add +4.0% | 258,753 | $16.3M |
| SYM FINANCIAL Corp | 2.59% | Reduce -0.0% | 258,667 | $16.3M |
| Roble, Belko & Company, Inc | 2.71% | Reduce -3.9% | 257,815 | $16.2M |
| Ashford Advisors, LLC | 3.96% | No change | 256,722 | $16.1M |
| Tanglewood Wealth Management, Inc. | 1.99% | Reduce -1.2% | 254,002 | $16.0M |
| Corient Private Wealth LP | 0.03% | Reduce -0.1% | 251,973 | $15.9M |
| James J. Burns & Company, LLC | 3.02% | Add +55.8% | 243,837 | $15.3M |
| FMR LLC | 0.00% | Add +27.3% | 242,613 | $15.3M |
| Elgethun Capital Management | 3.83% | Reduce -1.8% | 241,639 | $15.2M |
| Pinkerton Wealth, LLC | 2.28% | Reduce -30.6% | 235,691 | $14.8M |
| Almanack Investment Partners, LLC. | 2.49% | Reduce -1.2% | 234,621 | $14.8M |
| PrairieView Partners, LLC | 1.65% | Reduce -1.8% | 233,504 | $14.7M |
| Christensen, King & Associates Investment Services, Inc. | 7.17% | Reduce -1.3% | 231,288 | $14.5M |
| Lodestar Private Asset Management LLC | 1.93% | Reduce -4.7% | 223,380 | $14.0M |
| Dodds Wealth, LLC | 5.45% | Add +18.1% | 218,091 | $14.0M |
| Transform Wealth, LLC | 1.03% | Add +9.3% | 216,628 | $13.7M |
| Davis Capital Management | 11.72% | Add +3.1% | 214,326 | $13.5M |
| Stifel Financial Corp. | 0.02% | Reduce -2.0% | 213,375 | $13.4M |
| Blue Bell Private Wealth Management, LLC | 2.74% | Reduce -1.2% | 211,299 | $13.3M |
| Spinnaker Investment Group, LLC | 3.58% | Reduce -3.1% | 206,751 | $13.0M |
| Empower Advisory Group, LLC | 0.05% | Add +4.4% | 205,431 | $12.9M |
| Libra Wealth LLC | 5.54% | Reduce -0.6% | 203,659 | $12.8M |
| Roger Wittlin Investment Advisory, LLC | 8.19% | Add +7.9% | 203,066 | $12.8M |
| Fsa Wealth Partners, Inc. | 3.41% | Reduce -52.2% | 197,940 | $12.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -8.0% | 196,996 | $12.4M |
| Intelligence Driven Advisers, LLC | 1.74% | Reduce -2.1% | 195,182 | $12.3M |
| Milestone Investment Advisors LLC | 3.25% | Reduce -5.4% | 194,142 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.4% | 193,851 | $12.2M |
| Vista Capital Partners, Inc. | 1.48% | Reduce -3.1% | 189,816 | $11.9M |
| Focus Partners Wealth | 0.04% | Add +221.6% | 188,260 | $11.8M |
| Valicenti Advisory Services Inc. | 3.15% | Reduce -0.3% | 186,739 | $11.7M |
| Passive Capital Management, LLC. | 4.31% | Reduce -0.4% | 184,628 | $11.6M |
| Weinberger Asset Management, Inc | 5.43% | Reduce -2.1% | 183,177 | $11.5M |
| Intrua Financial, LLC | 1.84% | Reduce -35.3% | 180,213 | $11.3M |
| Blue Investment Partners LLC | 5.06% | Add +3.5% | 177,693 | $11.2M |
| Lido Advisors, LLC | 0.09% | Add +1.3% | 173,954 | $11.0M |
| Raymond James & Associates | 0.01% | Add +0.8% | 173,897 | $10.9M |
| Opes Wealth Management LLC | 2.28% | Reduce -3.7% | 173,434 | $10.9M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +2.6% | 172,590 | $10.9M |
| GYL Financial Synergies, LLC | 0.83% | Reduce -5.7% | 171,552 | $10.8M |
| Carmichael Hill & Associates, Inc. | 4.27% | Add +1.1% | 166,863 | $10.5M |
| Leavell Investment Management, Inc. | 0.57% | Add +3.5% | 163,924 | $10.3M |
| TPG Advisors LLC | 8.78% | — | 164,050 | $10.3M |
| Everhart Financial Group, Inc. | 2.66% | Reduce -0.3% | 163,084 | $10.3M |
| Compound Planning, Inc. | 0.76% | Reduce -1.5% | 162,933 | $10.2M |
| Chicago Partners Investment Group LLC | 0.40% | Add +9.2% | 162,252 | $10.2M |
| Towercrest Capital Management | 1.66% | Reduce -3.7% | 160,642 | $10.1M |
| Alliance Wealth Management Group | 2.88% | Reduce -3.7% | 160,566 | $10.1M |
| Motive Wealth Advisors | 6.04% | No change | 159,916 | $10.1M |
| Beacon Wealthcare LLC | 4.36% | Reduce -0.8% | 159,219 | $10.0M |
| D.B. Root & Company, LLC | 3.41% | Add +2.1% | 159,074 | $10.0M |
| Regis Management CO LLC | 3.02% | No change | 158,967 | $10.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +620.7% | 161,154 | $10.0M |
| Cetera Investment Advisers | 0.02% | Add +16.1% | 157,883 | $9.9M |
| Horan Capital Advisors, LLC. | 3.41% | Add +3.7% | 154,147 | $9.7M |
| Zhang Financial LLC | 0.67% | Add +0.4% | 152,938 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.7% | 152,576 | $9.6M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -1.8% | 152,323 | $9.6M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -4.8% | 151,132 | $9.5M |
| Rockbridge Investment Management, LCC | 1.35% | Reduce -3.7% | 151,057 | $9.5M |
| IFP Advisors, Inc | 0.38% | Add +5.8% | 150,897 | $9.5M |
| Waldron Private Wealth LLC | 0.42% | No change | 150,000 | $9.5M |
| TruWealth Advisors, LLC | 0.62% | Reduce -0.3% | 149,339 | $9.4M |
| EWG Elevate Inc. | 3.40% | Reduce -1.9% | 147,839 | $9.3M |
| SigFig Wealth Management, LLC | 0.35% | Add +3.6% | 186,591 | $9.2M |
| Apriem Advisors | 1.08% | Reduce -0.1% | 140,435 | $8.8M |
| Five Oceans Advisors | 4.59% | Reduce -4.3% | 139,376 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 137,468 | $8.6M |
| RHS Financial, LLC | 5.27% | Reduce -1.9% | 136,987 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.7% | 136,497 | $8.6M |
| Peak Financial Management, Inc. | 2.68% | Add +3.5% | 136,290 | $8.6M |
| Sharkey, Howes & Javer | 1.38% | Reduce -5.8% | 135,893 | $8.5M |
| Bond & Devick Financial Network, Inc. | 4.54% | Add +0.8% | 134,827 | $8.5M |
| Sheets Smith Wealth Management | 1.01% | Add +4.4% | 133,872 | $8.4M |
| Valley Forge Investment Consultants Inc. Adv | 3.16% | Reduce 0.0% | 132,790 | $8.3M |
| Family Firm, Inc. | 1.82% | Add +244.6% | 408,438 | $8.2M |
| Liberty Capital Management, Inc. | 1.93% | Add +13.5% | 129,463 | $8.1M |
| Embree Financial Group | 1.55% | Add +0.0% | 127,853 | $8.0M |
| Madison Wealth Partners, Inc | 2.74% | Add +7.6% | 127,099 | $8.0M |
| Fiduciary Trust Co | 0.12% | Add +111.2% | 124,951 | $7.9M |
| Pegasus Partners Ltd. | 0.79% | Reduce -2.5% | 124,885 | $7.9M |
| Custom Portfolio Group LLC | 6.17% | Reduce -0.8% | 124,313 | $7.8M |
| SRH Advisors, LLC | 2.62% | Add +0.1% | 124,402 | $7.8M |
| Prosperitas Financial LLC | 4.76% | Reduce -11.3% | 124,150 | $7.8M |
| Brooklyn FI, LLC | 3.01% | Add +18.2% | 122,702 | $7.7M |
| Mitchell Sinkler & Starr | 1.95% | Add +20.2% | 118,629 | $7.6M |
| Cwm, LLC | 0.04% | Add +5.5% | 120,560 | $7.6M |
| NewEdge Advisors, LLC | 0.05% | Add +5.9% | 119,406 | $7.5M |
| JMG Financial Group, Ltd. | 0.28% | Reduce -1.8% | 118,566 | $7.5M |
| Islay Capital Management, LLC | 5.39% | Reduce -6.7% | 118,285 | $7.4M |
| Spreng Capital Management, Inc. | 3.83% | Reduce -8.4% | 117,673 | $7.4M |
| Main Street Financial Solutions, LLC | 0.69% | Reduce -0.1% | 115,983 | $7.3M |
| JFS Wealth Advisors, LLC | 0.57% | Add +8.7% | 115,548 | $7.3M |
| Curbstone Financial Management Corp | 1.58% | Reduce -2.1% | 115,414 | $7.3M |
| Johnson Investment Counsel Inc. | 0.08% | Add +9.6% | 114,233 | $7.2M |
| Orcam Financial Group | 7.40% | Reduce -1.3% | 109,652 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 3.34% | Add +12.8% | 103,824 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +5.6% | 102,160 | $6.4M |
| Blueprint Investment Partners LLC | 1.38% | Reduce -5.1% | 101,444 | $6.4M |
| Arcadia Investment Advisors LLC | 3.58% | Reduce -0.8% | 100,199 | $6.3M |
| Destination Wealth Management | 0.21% | Reduce -3.0% | 99,571 | $6.3M |
| Valmark Advisers, Inc. | 0.11% | Add +1.6% | 98,529 | $6.2M |
| CVA Family Office, LLC | 1.11% | Reduce -1.6% | 98,464 | $6.2M |
| Ballast Advisors LLC | 1.88% | Reduce -0.1% | 94,262 | $5.9M |
| Wilson & Boucher Capital Management, LLC | 4.50% | Add +5.3% | 93,519 | $5.9M |
| Equita Financial Network, Inc. | 2.45% | Reduce -16.3% | 93,192 | $5.9M |
| Altfest L J & Co. Inc. | 0.80% | Add +1.0% | 92,738 | $5.8M |
| Walter & Keenan Wealth Management LLC /in/ | 1.83% | Reduce -0.3% | 91,534 | $5.8M |
| Advus Financial Partners, LLC | 1.73% | Reduce -3.2% | 90,067 | $5.7M |
| FFT Wealth Management LLC | 0.50% | Reduce -6.7% | 89,810 | $5.6M |
| Souders Financial Advisors | 0.85% | Add +7.5% | 89,180 | $5.6M |
| Wade Financial Advisory, Inc | 2.00% | Reduce -0.2% | 88,362 | $5.6M |
| ProVise Management Group, LLC | 0.47% | Reduce -1.4% | 88,127 | $5.5M |
| Mairs & Power Inc. | 0.05% | Reduce -1.6% | 87,852 | $5.5M |
| Brightwater Advisory LLC | 4.25% | Add +4.4% | 87,615 | $5.5M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -0.6% | 86,855 | $5.5M |
| AQR Capital Management | 0.01% | Add +1.2% | 85,709 | $5.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.02% | Reduce -0.7% | 84,427 | $5.3M |
| Whitener Capital Management, Inc. | 1.61% | Add +2.5% | 84,381 | $5.3M |
| PFG Advisors | 0.36% | Reduce -2.5% | 84,041 | $5.3M |
| Cardiff Park Advisors, LLC | 0.51% | Add +0.3% | 83,793 | $5.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 83,660 | $5.3M |
| Ahl Investment Management, Inc. | 3.85% | Add +8.2% | 83,419 | $5.2M |
| Garrison Asset Management, LLC | 2.76% | Reduce -1.7% | 83,401 | $5.2M |
| Fagan Associates, Inc. | 0.91% | Add +5.8% | 82,742 | $5.2M |
| Creekside Partners | 2.87% | — | 82,549 | $5.2M |
| MAI Capital Management | 0.05% | Reduce -1.0% | 82,528 | $5.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 82,415 | $5.2M |
| Red Door Wealth Management, LLC | 0.90% | Add +0.1% | 81,096 | $5.1M |
| BOK Financial Private Wealth, Inc. | 0.37% | Reduce -2.3% | 80,686 | $5.1M |
| Brighton Jones LLC | 0.17% | Add +42.0% | 80,764 | $5.1M |
| RKL Wealth Management LLC | 0.49% | Add +4.9% | 80,532 | $5.1M |
| SeaCrest Wealth Management, LLC | 0.57% | Reduce -3.3% | 79,936 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.0% | 79,899 | $5.0M |
| Summit Wealth & Retirement Planning, Inc. | 1.68% | No change | 78,276 | $4.9M |
| KCM Investment Advisors LLC | 0.18% | Add +5.0% | 77,594 | $4.9M |
| Pullen Investment Management, LLC | 4.02% | Reduce -1.7% | 77,155 | $4.9M |
| Alpha Omega Wealth Management LLC | 0.93% | Reduce -0.5% | 77,044 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.4% | 76,362 | $4.8M |
| Cassady Schiller Wealth Management, LLC | 1.94% | Reduce -3.5% | 75,788 | $4.8M |
| Mutual Advisors, LLC | 0.14% | Add +3.2% | 75,198 | $4.8M |
| Debussy Capital Management LP | 1.33% | Add +2.9% | 74,188 | $4.7M |
| Wrenne Financial Planning LLC | 3.18% | Reduce -12.3% | 73,305 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +1.8% | 72,171 | $4.6M |
| Successful Portfolios LLC | 3.16% | Reduce -0.4% | 71,852 | $4.5M |
| Lowe Brockenbrough & Co. Inc. | 0.30% | Reduce -6.9% | 71,618 | $4.5M |
| Seed Wealth Management, Inc. | 3.93% | Reduce -1.8% | 71,731 | $4.5M |
| Diversified Portfolios, Inc. | 0.59% | Add +0.7% | 71,688 | $4.5M |
| Quadrant Capital Group LLC | 0.33% | Add +18.3% | 71,518 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +3.8% | 71,394 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +3.7% | 70,571 | $4.4M |
| Firestone Capital Management | 1.21% | Add +10.8% | 70,443 | $4.4M |
| Redhawk Wealth Advisors, Inc. | 0.67% | Reduce -3.8% | 70,051 | $4.4M |
| Parallel Advisors, LLC | 0.11% | Reduce -2.2% | 69,417 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -22.1% | 69,029 | $4.4M |
| Chesapeake Wealth Management | 1.56% | Add +2.8% | 68,426 | $4.3M |
| Cypress Point Wealth Management, LLC | 2.00% | Reduce -2.0% | 67,174 | $4.2M |
| Berkshire Asset Management LLC | 0.21% | Add +2.3% | 66,915 | $4.2M |
| Opus Capital Group, LLC | 0.60% | Add +1.7% | 66,854 | $4.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.3% | 66,630 | $4.2M |
| Rosenberg Matthew Hamilton | 1.23% | Reduce -4.9% | 66,211 | $4.2M |
| NYL Investors LLC | 0.30% | Add +3.3% | 66,300 | $4.2M |
| Venture Visionary Partners LLC | 0.19% | Reduce -0.8% | 66,191 | $4.2M |
| Pinnacle Family Advisors, LLC | 2.30% | Reduce -4.2% | 66,155 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +4.3% | 65,994 | $4.1M |
| Cordant, Inc. | 2.29% | Reduce -4.5% | 65,273 | $4.1M |
| Silver Oak Advisory Group, Inc. | 2.27% | Reduce -2.2% | 64,880 | $4.1M |
| Rappaport Reiches Capital Management, LLC | 1.19% | Add +0.7% | 64,333 | $4.0M |
| Asset Dedication, LLC | 0.28% | Reduce -0.7% | 64,195 | $4.0M |
| Clear Point Advisors Inc. | 3.29% | Reduce -4.8% | 63,815 | $4.0M |
| Wealthspire Advisors, LLC | 0.05% | Add +1.0% | 62,165 | $3.9M |
| Aspire Capital Advisors LLC | 1.27% | Reduce -27.2% | 61,577 | $3.9M |
| Long Island Wealth Management, Inc. | 2.73% | Add +0.4% | 61,575 | $3.9M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +0.5% | 61,438 | $3.9M |
| Cozad Asset Management Inc. | 0.38% | Reduce -0.1% | 61,353 | $3.9M |
| Sawgrass Asset Management LLC | 0.42% | Add +5.0% | 61,172 | $3.8M |
| REDW Wealth LLC | 1.01% | Reduce -0.7% | 61,156 | $3.8M |
| Blair William & Co. | 0.01% | Add +3.7% | 60,935 | $3.8M |
| Koshinski Asset Management, Inc. | 0.36% | Reduce -0.2% | 59,795 | $3.8M |
| Independent Advisor Alliance | 0.13% | Reduce -10.4% | 60,726 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +209.5% | 59,758 | $3.8M |
| Kiley Juergens Wealth Management, LLC | 1.04% | Add +0.3% | 59,475 | $3.7M |
| Compass Ion Advisors, LLC | 0.53% | Add +3.4% | 60,961 | $3.7M |
| Crestwood Advisors Group, LLC | 0.08% | Add +679.2% | 59,009 | $3.7M |
| Planning Alternatives Ltd. | 0.59% | Reduce -0.2% | 58,249 | $3.7M |
| Ironwood Wealth Management, LLC. | 1.19% | Reduce -1.4% | 58,161 | $3.7M |
| Benchmark Wealth Management, LLC | 1.94% | Add +0.2% | 57,829 | $3.6M |
| Novare Capital Management LLC | 0.33% | Add +6.1% | 57,705 | $3.6M |
| Arax Advisory Partners | 0.35% | Reduce -2.9% | 57,660 | $3.6M |
| Highland Capital Management, LLC | 0.21% | Reduce -0.0% | 57,525 | $3.6M |
| Granite Investment Partners, LLC | 0.15% | No change | 56,974 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.82% | Reduce -0.9% | 56,613 | $3.6M |
| Krilogy Financial LLC | 0.26% | Add +1.4% | 56,095 | $3.5M |
| Avalon Advisory Group | 1.67% | Reduce -0.5% | 55,637 | $3.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -7.8% | 55,506 | $3.5M |
| Tortoise Investment Management, LLC | 0.40% | Add +0.1% | 55,162 | $3.5M |
| MBA Advisors LLC | 1.77% | Add +4.3% | 55,007 | $3.5M |
| Naples Global Advisors, LLC | 0.35% | Reduce -3.7% | 54,805 | $3.5M |
| Atlas Capital Advisors Inc. | 0.44% | Reduce -3.0% | 54,152 | $3.4M |
| Fort Pitt Capital Group, LLC | 0.10% | Reduce -7.0% | 54,111 | $3.4M |
| C M Bidwell & Associates Ltd. | 2.26% | No change | 53,782 | $3.4M |
| WealthCollab, LLC | 2.42% | Reduce -1.5% | 53,652 | $3.4M |
| Seaside Wealth Management, Inc. | 1.39% | Add +10.7% | 53,493 | $3.4M |
| CRA Financial Services, LLC | 0.68% | Reduce -0.8% | 53,387 | $3.4M |
| Wealth Group Ltd | 0.98% | Reduce -0.8% | 51,488 | $3.2M |
| Regis Acquisition Inc. | 1.97% | Add +22.5% | 51,372 | $3.2M |
| Game Plan Financial Advisors, LLC | 1.77% | Reduce -0.5% | 50,945 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +70.2% | 50,615 | $3.2M |
| Planning Capital Management Corp | 2.25% | Reduce -6.6% | 50,603 | $3.2M |
| Leo Wealth, LLC | 0.32% | Add +1.0% | 50,429 | $3.2M |
| Allworth Financial LP | 0.02% | Add +18.2% | 48,494 | $3.1M |
| Choreo, LLC | 0.05% | Add +51.2% | 49,011 | $3.1M |
| RTD Financial Advisors, Inc. | 0.41% | Reduce -3.8% | 48,849 | $3.1M |
| Signaturefd, LLC | 0.06% | Add +0.7% | 48,182 | $3.0M |
| Csenge Advisory Group | 0.17% | Reduce -1.5% | 47,754 | $3.0M |
| Pineridge Advisors LLC | 1.02% | Add +5.7% | 47,634 | $3.0M |
| Cambridge Financial Group, LLC | 1.36% | Add +1.7% | 47,497 | $3.0M |
| Cambridge Advisors Inc. | 0.69% | Add +1.3% | 47,485 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +16.7% | 47,361 | $3.0M |
| John W. Brooker & Co., CPAs | 1.48% | Reduce -1.4% | 46,856 | $2.9M |
| Financial Designs Corp | 2.01% | Reduce -0.9% | 46,609 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +13.0% | 46,350 | $2.9M |
| Prestige Wealth Management Group LLC | 0.62% | No change | 45,701 | $2.9M |
| L. Roy Papp & Associates, LLP | 0.34% | Reduce -4.5% | 45,269 | $2.8M |
| DHJJ Financial Advisors, Ltd. | 1.20% | Reduce -0.8% | 45,148 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | Add +83.0% | 44,467 | $2.8M |
| Boltwood Capital Management | 0.87% | Reduce -1.8% | 44,095 | $2.8M |
| Global Retirement Partners, LLC | 0.09% | Add +0.6% | 43,802 | $2.8M |
| McCarthy Asset Management, Inc. | 1.61% | Reduce -5.0% | 43,356 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 43,185 | $2.7M |
| Mather Group, Llc. | 0.03% | Add +2.9% | 44,199 | $2.7M |
| Financial Management Professionals, Inc. | 0.37% | Reduce -3.4% | 42,852 | $2.7M |
| RVW Wealth, LLC | 0.27% | Add +0.1% | 42,844 | $2.7M |
| IHT Wealth Management, LLC | 0.10% | Reduce -10.7% | 42,666 | $2.7M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | Reduce -20.0% | 41,974 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.12% | Reduce -2.2% | 41,794 | $2.6M |
| Sachetta, LLC | 1.13% | Reduce -2.4% | 41,097 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.65% | Reduce -0.7% | 41,222 | $2.6M |
| Lokken Investment Group LLC | 1.22% | Reduce -0.9% | 41,158 | $2.6M |
| CGN Advisors LLC | 0.30% | Reduce -2.9% | 40,984 | $2.6M |
| Private Capital Management LLC | 0.51% | Reduce -5.9% | 40,590 | $2.6M |
| Sigma Investment Counselors Inc. | 0.16% | Add +2.7% | 40,520 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -3.8% | 40,486 | $2.5M |
| TAP Consulting, LLC | 0.53% | Add +4.1% | 40,182 | $2.5M |
| FAS Wealth Partners, Inc. | 0.22% | Add +0.2% | 40,001 | $2.5M |
| Elevation Wealth Partners, LLC | 1.19% | Reduce -13.6% | 39,811 | $2.5M |
| Donaldson Capital Management, LLC | 0.10% | Add +7.3% | 39,743 | $2.5M |
| Financial Consulate, Inc. | 0.73% | Reduce -6.3% | 39,689 | $2.5M |
| Smith, Moore & Co. | 0.26% | Reduce -0.8% | 39,636 | $2.5M |
| Elser Financial Planning, Inc | 0.41% | — | 39,227 | $2.5M |
| Carret Asset Management, LLC | 0.28% | Add +1.0% | 38,598 | $2.4M |
| Red Tortoise LLC | 1.32% | Reduce -4.8% | 38,492 | $2.4M |
| Mason & Associates, LLC | 0.79% | New | 38,225 | $2.4M |
| Wealthspire Retirement, LLC | 0.20% | Add +1.4% | 37,885 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -4.3% | 37,343 | $2.3M |
| Fiduciary Group, LLC | 0.25% | Reduce -1.1% | 36,878 | $2.3M |
| Lincoln Capital Corp. | 0.99% | Add +0.6% | 36,722 | $2.3M |
| Lake Street Advisors Group, LLC | 0.11% | No change | 36,578 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +76.8% | 36,676 | $2.3M |
| Great Waters Wealth Management | 0.35% | Reduce -3.0% | 36,514 | $2.3M |
| Tiaa Trust, National Association | 0.01% | Add +5.0% | 36,345 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 35,677 | $2.3M |
| Values Added Financial LLC | 1.64% | Reduce -0.2% | 36,218 | $2.3M |
| Ami Investment Management Inc. | 0.79% | Reduce -2.4% | 35,961 | $2.3M |
| West Paces Advisors Inc. | 0.59% | Reduce -2.0% | 35,951 | $2.3M |
| Bigelow Investment Advisors, LLC | 1.07% | Reduce -0.1% | 35,795 | $2.3M |
| Jackson Hole Capital Partners, LLC | 0.49% | Reduce -2.1% | 35,680 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.24% | Reduce -0.7% | 35,415 | $2.2M |
| Opus Investment Management Inc. | 1.43% | No change | 35,240 | $2.2M |
| Cornerstone Planning Group LLC | 0.63% | Add +25406.3% | 36,474 | $2.2M |
| Capital Advisors Inc. | 0.04% | Reduce -4.5% | 34,173 | $2.1M |
| SVB Wealth LLC | 0.05% | Reduce -1.8% | 33,982 | $2.1M |
| Triangle Securities Wealth Management | 0.60% | Reduce -1.9% | 33,877 | $2.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.17% | Reduce -13.1% | 33,854 | $2.1M |
| WFA of San Diego, LLC | 1.90% | — | 33,634 | $2.1M |
| Essex LLC | 0.47% | Reduce -0.7% | 33,492 | $2.1M |
| Skyline Advisors, Inc. | 0.92% | No change | 33,483 | $2.1M |
| Segment Wealth Management, LLC | 0.15% | Add +0.1% | 33,193 | $2.1M |
| One Capital Management, LLC | 0.07% | Add +10.6% | 33,048 | $2.1M |
| Foster Group, Inc. | 0.08% | No change | 32,793 | $2.1M |
| waypoint wealth counsel | 1.57% | Reduce -3.7% | 32,619 | $2.1M |
| James Investment Research, Inc. | 0.24% | Add +11.6% | 32,581 | $2.0M |
| YHB Investment Advisors, Inc. | 0.18% | Reduce -1.5% | 32,526 | $2.0M |
| Asset Management Group, Inc. | 0.31% | Add +1.1% | 32,520 | $2.0M |
| Planned Solutions, Inc. | 1.00% | Add +3.4% | 32,410 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -5.2% | 32,338 | $2.0M |
| SageView Advisory Group, LLC | 0.13% | New | 32,039 | $2.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +59.0% | 31,756 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.1% | 31,624 | $2.0M |
| Van Cleef Asset Management,Inc | 0.25% | No change | 31,581 | $2.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.91% | Reduce -16.4% | 31,266 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -37.3% | 30,431 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -7.5% | 30,694 | $1.9M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -0.1% | 30,644 | $1.9M |
| Gleason Group, Inc. | 0.39% | Add +1.6% | 30,510 | $1.9M |
| Traphagen Investment Advisors LLC | 0.21% | Reduce -0.7% | 30,315 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -7.6% | 29,988 | $1.9M |
| Geometric Wealth Advisors | 0.39% | Add +5.6% | 29,982 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.9% | 29,935 | $1.9M |
| Weik Capital Management | 0.79% | Add +3.8% | 29,445 | $1.9M |
| Texas Yale Capital Corp. | 0.09% | No change | 29,410 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +7.7% | 29,032 | $1.8M |
| Operose Advisors LLC | 0.65% | No change | 28,986 | $1.8M |
| Main Street Group, LTD | 0.85% | Reduce -4.7% | 28,772 | $1.8M |
| Cross Staff Investments Inc | 1.51% | Add +24.0% | 28,804 | $1.8M |
| ARK & TLK Investments, LLC | 0.67% | No change | 28,614 | $1.8M |
| Howe & Rusling Inc. | 0.16% | Reduce -2.0% | 28,165 | $1.8M |
| Hendershot Investments Inc. | 0.25% | Add +0.1% | 28,085 | $1.8M |
| Axiom Advisory, LLC | 0.02% | New | 28,942 | $1.8M |
| BSW Wealth Partners | 0.29% | Reduce -7.9% | 27,729 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +0.1% | 27,724 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.34% | No change | 27,615 | $1.7M |
| Mgo One Seven LLC | 0.08% | Reduce -9.3% | 27,654 | $1.7M |
| Regent Peak Wealth Advisors LLC | 0.40% | Reduce -1.3% | 27,538 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.4% | 27,345 | $1.7M |
| First National Bank of Mount Dora, Trust Investment Services | 0.41% | No change | 27,313 | $1.7M |
| Gray Wealth Management Inc. | 0.72% | Reduce -0.8% | 26,519 | $1.7M |
| Exchange Bank | 1.39% | No change | 26,000 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -37.9% | 25,985 | $1.6M |
| Modus Advisors, LLC | 0.58% | Reduce -0.6% | 25,979 | $1.6M |
| Gradient Capital Advisors, LLC | 0.58% | Reduce -1.1% | 25,934 | $1.6M |
| Thrive Wealth Management, LLC | 0.32% | Add +19.5% | 25,903 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -60.0% | 25,684 | $1.6M |
| Adams Wealth Management | 0.37% | Reduce -25.6% | 25,496 | $1.6M |
| CacheTech Inc. | 0.37% | — | 25,496 | $1.6M |
| Selective Wealth Management, Inc. | 0.71% | Add +0.3% | 25,028 | $1.6M |
| Blossom Wealth Management | 3.49% | Add +5.4% | 25,469 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.1% | 25,436 | $1.6M |
| Barden Capital Management, Inc. | 1.50% | Add +1.1% | 25,351 | $1.6M |
| Aspiriant, LLC | 0.06% | Reduce -0.1% | 24,748 | $1.6M |
| US Bancorp \de | 0.00% | Add +20.9% | 24,685 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +18.2% | 24,678 | $1.6M |
| Waypoint Wealth Partners Inc. | 0.45% | No change | 24,646 | $1.5M |
| SOL Capital Management CO | 0.19% | Reduce -2.5% | 24,625 | $1.5M |
| Holderness Investments Co. | 0.36% | Add +4.6% | 24,436 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.28% | Reduce -0.2% | 24,381 | $1.5M |
| Western Wealth Management, LLC | 0.11% | Reduce -13.4% | 24,124 | $1.5M |
| Guardian Wealth Management, Inc. | 1.15% | Reduce -0.6% | 23,929 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +1.2% | 23,623 | $1.5M |
| Bogart Wealth, LLC | 0.07% | Reduce -1.1% | 23,415 | $1.5M |
| Smith & Howard Wealth Management, LLC | 0.44% | Reduce -1.1% | 23,407 | $1.5M |
| Cahill Wealth Management, LLC | 0.87% | Add +32.9% | 22,750 | $1.5M |
| S.A. Mason LLC | 0.83% | Add +0.3% | 23,165 | $1.5M |
| Signature Resources Capital Management, LLC | 1.21% | Reduce -4.6% | 23,159 | $1.5M |
| Mayfair Advisory Group, LLC | 0.98% | Add +29.0% | 22,437 | $1.5M |
| Meritage Portfolio Management | 0.09% | Add +13.9% | 23,099 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +100.8% | 23,037 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.37% | Add +9.6% | 22,608 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Add +0.2% | 22,544 | $1.4M |
| Fonville Wealth Management LLC | 0.56% | Reduce -1.6% | 22,452 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -19.5% | 22,116 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.13% | No change | 21,781 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.8% | 21,697 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.67% | Reduce -21.6% | 21,692 | $1.4M |
| Tudor Investment Corporation | 0.02% | New | 21,626 | $1.4M |
| Elm Partners Management LLC | 0.10% | Reduce 0.0% | 21,586 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +0.6% | 21,575 | $1.4M |
| BNC Wealth Management, LLC | 0.50% | Reduce -8.1% | 21,336 | $1.3M |
| Peachtree Investment Partners, LLC | 0.52% | Reduce -4.9% | 21,097 | $1.3M |
| Keebeck Wealth Management | 0.19% | Reduce -0.5% | 20,662 | $1.3M |
| Disciplined Investments, LLC | 0.69% | No change | 20,624 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.2% | 20,405 | $1.3M |
| Northwest Capital Management Inc | 0.46% | Reduce -18.2% | 20,246 | $1.3M |
| B&D White Capital Company, LLC | 0.27% | Add +1.8% | 20,197 | $1.3M |
| Wealth Architects, LLC | 0.15% | No change | 20,025 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.35% | Add +4.1% | 19,815 | $1.2M |
| Gateway Advisory, LLC | 0.21% | Reduce -0.3% | 19,754 | $1.2M |
| Keybank National Association | 0.01% | No change | 19,636 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -5.7% | 19,629 | $1.2M |
| Curi Capital, LLC | 0.03% | No change | 19,614 | $1.2M |
| Continuum Advisory, LLC | 0.18% | Add +3.1% | 19,608 | $1.2M |
| ELCO Management Co., LLC | 0.72% | Add +33.3% | 19,600 | $1.2M |
| West Coast Financial LLC | 0.14% | No change | 19,450 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -3.0% | 19,375 | $1.2M |
| Eley Financial Management, Inc | 0.52% | Reduce -4.3% | 19,375 | $1.2M |
| Bell Investment Advisors, Inc | 0.24% | Add +2.5% | 19,248 | $1.2M |
| Evermay Wealth Management LLC | 0.19% | Reduce -0.2% | 19,140 | $1.2M |
| Smithbridge Asset Management Inc. | 0.25% | Reduce -0.2% | 19,198 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.83% | No change | 19,150 | $1.2M |
| Seascape Capital Management | 0.44% | Reduce -1.8% | 18,975 | $1.2M |
| Shorepoint Capital Partners LLC | 0.28% | Reduce -3.7% | 18,732 | $1.2M |
| VERITY Wealth Advisors | 0.88% | No change | 18,696 | $1.2M |
| Diversify Wealth Management, LLC | 0.15% | — | 19,558 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -12.1% | 18,500 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -1.1% | 18,365 | $1.2M |
| Morling Financial Advisors, LLC | 0.50% | Reduce -16.5% | 18,364 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.16% | No change | 18,343 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +2.0% | 18,233 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +79.3% | 18,224 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +79.3% | 18,224 | $1.1M |
| Larson Financial Group LLC | 0.08% | Add +280.9% | 18,192 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | No change | 18,163 | $1.1M |
| Callahan Advisors, LLC | 0.12% | Add +9.4% | 18,125 | $1.1M |
| Earned Wealth Advisors, LLC | 0.43% | Add +20.3% | 18,117 | $1.1M |
| Facet Wealth, Inc. | 0.03% | Add +20.5% | 17,971 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.63% | Reduce -0.5% | 17,820 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Add +0.0% | 17,798 | $1.1M |
| D.A. Davidson & Co. | 0.01% | No change | 17,698 | $1.1M |
| Grant Street Asset Management, Inc. | 0.35% | Add +2.3% | 17,654 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.31% | No change | 17,601 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 17,525 | $1.1M |
| Missouri Trust & Investment Co | 0.41% | Reduce -5.2% | 17,466 | $1.1M |
| Sterling Group Wealth Management, LLC | 0.63% | — | 17,455 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Add +43.9% | 17,168 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -8.4% | 17,166 | $1.1M |
| Chilton Capital Management LLC | 0.05% | Reduce -9.4% | 17,111 | $1.1M |
| Reliant Wealth Planning | 0.49% | Add +87.9% | 17,026 | $1.1M |
| Twelve Points Wealth Management LLC | 0.38% | Reduce -0.0% | 16,962 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.39% | Add +2.2% | 16,953 | $1.1M |
| Grant/GrossMendelsohn, LLC | 0.48% | Reduce -5.1% | 16,791 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | No change | 16,632 | $1.0M |
| Physician Wealth Solutions Inc. | 0.75% | Reduce -3.3% | 16,647 | $1.0M |
| Diligent Investors, LLC | 0.26% | Reduce -4.6% | 16,517 | $1.0M |
| D'Orazio & Associates, Inc. | 0.16% | Add +0.1% | 16,505 | $1.0M |
| HUB Investment Partners, LLC | 0.05% | No change | 16,419 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +1.0% | 16,418 | $1.0M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -0.9% | 16,265 | $1.0M |
| FSM Wealth Advisors, LLC | 0.34% | No change | 16,170 | $1.0M |
| Joule Financial, LLC | 0.41% | Reduce -1.5% | 15,840 | $999K |
| Steel Grove Capital Advisors, LLC | 0.14% | No change | 15,885 | $999K |
| Whitaker-Myers Wealth Managers, LTD. | 0.37% | No change | 15,833 | $995K |
| Natixis Advisors, LLC | 0.00% | Add +55.3% | 15,730 | $989K |
| McAdam, LLC | 0.06% | Reduce -5.9% | 15,653 | $984K |
| Mission Wealth Management, LP | 0.03% | Reduce -92.4% | 15,649 | $984K |
| EPIQ Capital Group, LLC | 0.35% | No change | 15,567 | $982K |
| SpiderRock Advisors, LLC | 0.03% | No change | 15,482 | $973K |
| Fifth Third Bancorp | 0.00% | No change | 15,450 | $971K |
| Midwest Financial Group LLC | 0.61% | No change | 15,300 | $962K |
| MADDEN SECURITIES Corp | 0.42% | Reduce -0.0% | 15,241 | $958K |
| Traveka Wealth, LLC | 0.46% | No change | 14,936 | $939K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -1.8% | 14,736 | $926K |
| Waterloo Capital, L.P. | 0.11% | Reduce -1.1% | 14,702 | $924K |
| KMG Fiduciary Partners, LLC | 0.09% | No change | 14,602 | $918K |
| Mason & Associates Inc | 0.24% | No change | 14,575 | $916K |
| Indie Asset Partners, LLC | 0.73% | No change | 14,496 | $911K |
| Fiduciary Family Office, LLC | 0.35% | No change | 14,306 | $899K |
| Colorado Capital Management, Inc. | 0.50% | No change | 14,265 | $897K |
| CX Institutional | 0.04% | Add +3.6% | 14,264 | $897K |
| Smith Anglin Financial, LLC | 0.09% | No change | 14,243 | $895K |
| LGL Partners, LLC | 0.13% | Add +0.0% | 14,167 | $891K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 14,071 | $885K |
| Mengis Capital Management, Inc. | 0.18% | Reduce -0.1% | 14,074 | $885K |
| Vanguard Group Inc. | 0.00% | Add +6.8% | 13,949 | $877K |
| Root Financial Partners, LLC | 0.20% | New | 13,911 | $875K |
| Simon Quick Advisors, LLC | 0.06% | Reduce -6.7% | 13,834 | $870K |
| Barrett & Company, Inc. | 0.39% | No change | 13,767 | $866K |
| Platte River Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 13,676 | $860K |
| Muirfield Wealth Advisors LLC | 0.81% | Reduce -2.0% | 13,658 | $859K |
| Virtue Capital Management, LLC | 0.15% | Reduce -9.2% | 13,290 | $856K |
| Northern Capital Management, Inc. | 0.57% | Add +0.4% | 13,574 | $853K |
| Econ Financial Services Corp | 0.52% | Add +3.1% | 13,335 | $838K |
| Waycross Investment Management Co | 0.81% | Reduce -1.9% | 13,300 | $836K |
| Merriman Wealth Management, LLC | 0.04% | Add +4.2% | 13,296 | $836K |
| Burkett Financial Services, LLC | 0.43% | Add +19.6% | 13,299 | $836K |
| Quadrant Private Wealth Management, LLC | 0.19% | New | 13,212 | $833K |
| Premier Path Wealth Partners, LLC | 0.14% | New | 13,214 | $831K |
| Carnegie Investment Counsel | 0.03% | Add +3.9% | 13,197 | $830K |
| Farrow Financial, Inc. | 0.56% | No change | 13,181 | $829K |
| LaSalle St. Investment Advisors, LLC | 0.41% | No change | 13,142 | $826K |
| Janiczek Wealth Management, LLC | 0.17% | Add +0.6% | 12,973 | $818K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -2.8% | 13,000 | $817K |
| Bowie Capital Management, LLC | 0.05% | No change | 13,000 | $817K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.8% | 13,000 | $817K |
| Tompkins Financial Corp. | 0.09% | Add +496.8% | 12,998 | $817K |
| Dock Street Asset Management Inc. | 0.11% | Reduce -0.4% | 12,943 | $814K |
| AE Wealth Management LLC | 0.01% | Add +13.2% | 12,922 | $812K |
| Citizens Financial Group Inc. | 0.02% | Add +1.8% | 12,820 | $809K |
| Marquette Associates, Inc. | 0.61% | No change | 12,855 | $808K |
| Phocas Financial Corp. | 0.09% | Add +84.2% | 12,819 | $806K |
| Horan Securities, Inc. | 0.35% | Add +27.2% | 12,766 | $803K |
| Burton Enright Welch | 0.18% | Reduce -1.6% | 12,696 | $798K |
| Financial Advocates Investment Management | 0.05% | Reduce -6.3% | 12,574 | $791K |
| CW Advisors, LLC | 0.01% | New | 12,537 | $788K |
| Legacy Wealth Management, LLC | 0.06% | Reduce -13.3% | 12,478 | $784K |
| Summit Place Financial Advisors, LLC | 0.46% | Reduce -2.8% | 12,398 | $779K |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -34.5% | 12,342 | $776K |
| R. W. Roge & Company, Inc. | 0.44% | No change | 12,303 | $773K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -4.0% | 12,284 | $772K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.0% | 12,141 | $763K |
| Citigroup Inc. | 0.00% | Add +177.1% | 12,127 | $762K |
| Townsend Asset Management Corp. /NC/ | 0.29% | No change | 12,008 | $755K |
| CAP Partners, LLC | 0.61% | Reduce -14.3% | 11,994 | $754K |
| Bridgewater Advisors Inc. | 0.09% | Reduce -60.2% | 12,020 | $753K |
| Bedel Financial Consulting, Inc. | 0.11% | No change | 11,843 | $745K |
| Wealthstream Advisors, Inc. | 0.27% | Add +3.0% | 11,795 | $742K |
| One Day In July LLC | 0.09% | No change | 11,743 | $738K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.0% | 11,732 | $738K |
| Clark Asset Management, LLC | 0.20% | New | 11,618 | $730K |
| Hudock, Inc. | 0.14% | Add +0.3% | 11,547 | $726K |
| MCF Advisors LLC | 0.05% | No change | 11,492 | $725K |
| Consilium Wealth Advisory, LLC | 0.39% | No change | 11,490 | $722K |
| Jane Street Group, LLC | 0.00% | Reduce -83.9% | 11,448 | $720K |
| Diversified Trust Co. | 0.02% | Reduce -1.3% | 11,430 | $719K |
| Bank of Montreal | 0.00% | Add +60.0% | 11,266 | $715K |
| FF Advisors,LLC | 0.50% | Add +3.9% | 11,366 | $715K |
| Quadrature Capital Ltd | 0.01% | Reduce -25.4% | 11,296 | $710K |
| Westmount Partners, LLC | 0.23% | Add +1.1% | 11,260 | $709K |
| Dakota Wealth Management | 0.02% | Reduce -24.0% | 11,230 | $707K |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -16.9% | 11,218 | $705K |
| Renaissance Technologies | 0.00% | New | 11,200 | $704K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 11,170 | $702K |
| NewEdge Wealth, LLC | 0.02% | Reduce -8.5% | 11,135 | $700K |
| Evanson Asset Management, LLC | 0.05% | No change | 11,087 | $697K |
| Aletheian Wealth Advisors LLC | 0.37% | Reduce -2.6% | 11,084 | $697K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 11,025 | $693K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.9% | 10,971 | $690K |
| Monograph Wealth Advisors, LLC | 0.10% | No change | 10,786 | $680K |
| AdvisorNet Financial, Inc | 0.06% | No change | 10,784 | $678K |
| Patton Albertson Miller Group, LLC | 0.10% | Reduce -2.3% | 10,668 | $671K |
| Townsquare Capital LLC | 0.01% | Reduce -1.6% | 10,621 | $668K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -2.9% | 10,606 | $667K |
| Horizon Investment Services, LLC | 0.31% | Add +18.8% | 10,578 | $665K |
| Ieq Capital, LLC | 0.01% | Add +52.1% | 10,573 | $665K |
| Fulcrum Equity Management | 0.59% | Add +47.9% | 10,524 | $662K |
| Foster & Motley Inc. | 0.04% | Add +1.0% | 10,407 | $654K |
| Abacus Planning Group, Inc. | 0.13% | Reduce -2.3% | 10,353 | $651K |
| Denver PWM, LLC | 0.26% | Reduce -10.3% | 10,347 | $651K |
| Traction Financial Partners, LLC | 0.47% | Add +21.3% | 10,125 | $648K |
| QRG Capital Management, Inc. | 0.01% | Add +12.7% | 10,286 | $647K |
| S&co Inc. | 0.04% | New | 10,260 | $645K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +1.3% | 10,218 | $642K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -4.3% | 10,203 | $641K |
| Plancorp, LLC | 0.03% | Add +12.0% | 10,068 | $633K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 10,068 | $633K |
| Perennial Advisors, LLC | 0.14% | Add +0.3% | 10,043 | $631K |
| Bantamac Capital, LLC | 0.38% | No change | 10,000 | $629K |
| Hills Bank & Trust Co | 0.05% | No change | 10,000 | $629K |
| Altus Wealth Management, LLC | 0.30% | Add +1.6% | 9,988 | $628K |
| Annex Advisory Services, LLC | 0.02% | Reduce -5.3% | 9,951 | $626K |
| TLWM | 0.14% | Reduce -2.6% | 9,911 | $623K |
| Twele Capital Management, Inc. | 0.14% | Reduce -1.4% | 9,909 | $623K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,492 | $620K |
| North Star Investment Management Corp. | 0.05% | No change | 9,784 | $615K |
| Wealthcare Capital Management LLC | 0.06% | No change | 9,692 | $609K |
| FineMark National Bank & Trust | 0.02% | Reduce -12.4% | 9,680 | $609K |
| Silver Oak Securities, Incorporated | 0.09% | Add +7.4% | 9,666 | $608K |
| Spire Wealth Management | 0.02% | Reduce -32.0% | 9,619 | $605K |
| Savvy Advisors, Inc. | 0.19% | Reduce -0.2% | 9,420 | $592K |
| FinTrust Capital Advisors, LLC | 0.11% | Reduce -0.0% | 9,346 | $588K |
| Edge Capital Group, LLC | 0.03% | No change | 9,344 | $587K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 9,328 | $586K |
| Ironwood Financial, llc | 0.13% | Reduce -14.2% | 9,319 | $586K |
| Builder Investment Group Inc. | 0.16% | Add +2.0% | 9,317 | $586K |
| Rehmann Capital Advisory Group | 0.04% | No change | 9,249 | $582K |
| Stonegate Investment Group, LLC | 0.02% | Reduce -5.6% | 9,170 | $577K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 9,143 | $575K |
| West Financial Advisors, LLC | 0.12% | Add +2.3% | 9,053 | $569K |
| Baker Tilly Wealth Management, LLC | 0.23% | No change | 8,983 | $565K |
| Aquire Wealth Advisors, LLC | 0.19% | No change | 8,981 | $565K |
| AF Advisors, Inc. | 0.10% | Reduce -2.2% | 8,980 | $565K |
| Washburn Capital Management, Inc. | 0.40% | Reduce -11.4% | 8,929 | $561K |
| W.H. Cornerstone Investments Inc. | 0.40% | Reduce -2.9% | 8,916 | $561K |
| HRT Financial LP | 0.00% | New | 8,928 | $561K |
| GS Investments, Inc. | 0.26% | Reduce -1.1% | 8,881 | $558K |
| Weatherly Asset Management L. P. | 0.05% | No change | 8,805 | $555K |
| Hoylecohen, LLC | 0.04% | Reduce -8.0% | 8,809 | $554K |
| Hanover Advisors Inc. | 0.24% | Reduce -1.5% | 8,750 | $550K |
| Aviance Capital Partners, LLC | 0.08% | No change | 8,695 | $547K |
| Prospera Financial Services Inc | 0.02% | Reduce -4.1% | 8,673 | $545K |
| OLIO Financial Planning | 0.23% | Reduce -1.3% | 9,749 | $545K |
| BlackRock Inc. | 0.00% | Add +0.1% | 8,605 | $541K |
| Shakespeare Wealth Management, LLC | 0.16% | New | 8,570 | $539K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -1.1% | 8,538 | $537K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | No change | 8,532 | $536K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -7.1% | 8,525 | $536K |
| Unique Wealth, LLC | 0.14% | Reduce -2.8% | 8,524 | $536K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +0.7% | 8,492 | $534K |
| Kades & Cheifetz LLC | 0.33% | Add +2.5% | 8,446 | $531K |
| Acas, LLC | 0.46% | Add +0.8% | 8,293 | $531K |
| My Personal CFO, LLC | 0.28% | Add +31.1% | 8,375 | $527K |
| Clarity Wealth Advisors, LLC | 0.17% | Reduce -5.6% | 8,339 | $524K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +1.6% | 7,996 | $524K |
| Jeppson Wealth Management, LLC | 0.20% | No change | 8,254 | $519K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.3% | 8,230 | $517K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -0.4% | 8,205 | $516K |
| Heritage Oak Wealth Advisors LLC | 0.27% | — | 8,151 | $512K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.6% | 8,119 | $510K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 8,116 | $510K |
| Blankinship & Foster, LLC | 0.13% | No change | 8,091 | $509K |
| Crewe Advisors LLC | 0.06% | No change | 8,089 | $509K |
| Oarsman Capital, Inc. | 0.11% | Add +29.3% | 8,072 | $508K |
| Greenline Partners, LLC | 0.08% | Reduce -54.2% | 8,052 | $507K |
| Gainplan LLC | 0.24% | Reduce -0.8% | 8,051 | $506K |
| Capital Analysts, LLC | 0.02% | Add +6.7% | 8,035 | $505K |
| Paulson Wealth Management Inc. | 0.15% | No change | 7,996 | $503K |
| IRON Financial LLC | 0.28% | Reduce -3.6% | 7,995 | $503K |
| Clay Northam Wealth Management, LLC | 0.38% | Reduce -1.4% | 7,982 | $502K |
| Faithward Advisors, LLC | 0.09% | No change | 7,960 | $500K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -1.3% | 7,905 | $497K |
| Sightline Wealth Advisors, LLC | 0.31% | Reduce -0.8% | 7,902 | $497K |
| Tritonpoint Wealth, LLC | 0.05% | Add +0.8% | 7,869 | $496K |
| Summit Asset Management, LLC | 0.06% | Add +3.2% | 7,817 | $491K |
| Custos Family Office, LLC | 0.20% | Reduce -0.9% | 7,816 | $491K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 7,814 | $491K |
| Broadleaf Partners, LLC | 0.12% | Add +3.0% | 7,809 | $491K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.5% | 7,771 | $488K |
| Alaska Wealth Advisors, LLC | 0.08% | Reduce -2.9% | 7,759 | $488K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 7,404 | $485K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +45.6% | 7,701 | $484K |
| Waterford Advisors, LLC | 0.20% | No change | 7,648 | $481K |
| Rock Point Advisors, LLC | 0.14% | Reduce -2.1% | 7,617 | $479K |
| Sterling Wealth Management, Inc. | 0.23% | No change | 7,602 | $478K |
| Heritage Financial Services, LLC | 0.07% | Add +6.3% | 7,513 | $472K |
| World Investment Advisors | 0.03% | No change | 7,502 | $472K |
| Essex Bank | 0.13% | Reduce -0.8% | 7,497 | $471K |
| Noble Family Wealth, LLC | 0.14% | Reduce -1.8% | 7,460 | $469K |
| Planning Center, Inc. | 0.06% | No change | 7,357 | $463K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,302 | $459K |
| Aull & Monroe Investment Management Corp | 0.23% | No change | 7,295 | $459K |
| Argent Trust Co | 0.02% | No change | 7,272 | $457K |
| Naviter Wealth, LLC | 0.07% | New | 7,232 | $456K |
| Penney Financial, LLC | 0.33% | Reduce -0.8% | 7,252 | $456K |
| Gratus Capital, LLC | 0.02% | Reduce -25.8% | 7,250 | $456K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -0.0% | 7,240 | $455K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -6.0% | 7,201 | $453K |
| Sovereign Financial Group, Inc. | 0.11% | Add +0.3% | 7,179 | $451K |
| Qube Research & Technologies Ltd | 0.00% | Add +413.8% | 7,172 | $451K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 7,150 | $450K |
| Balentine LLC | 0.02% | No change | 7,078 | $445K |
| Prevail Innovative Wealth Advisors, LLC | 0.16% | New | 7,059 | $444K |
| Scott & Selber, Inc. | 0.14% | No change | 7,044 | $443K |
| Shira Ridge Wealth Management | 0.25% | No change | 7,038 | $442K |
| Keener Financial Planning LLC | 0.29% | No change | 7,002 | $440K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -7.6% | 6,913 | $435K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 6,898 | $434K |
| ABLE Financial Group, LLC | 0.16% | No change | 6,865 | $432K |
| Flow Traders U.S. LLC | 0.02% | New | 6,861 | $431K |
| Summit X, LLC | 0.10% | Add +96.6% | 6,736 | $431K |
| Garde Capital, Inc. | 0.03% | Reduce -0.9% | 6,794 | $427K |
| Sage Financial Group Inc. | 0.04% | Add +22.8% | 6,767 | $425K |
| Asset Allocation & Management Company, LLC | 0.28% | No change | 6,760 | $425K |
| Solutions 4 Wealth, Ltd | 0.96% | Reduce -3.0% | 6,704 | $421K |
| Royal Capital Wealth Management, LLC | 0.32% | No change | 6,667 | $419K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.9% | 6,655 | $418K |
| Morris Financial Concepts, Inc. | 0.20% | Reduce -0.5% | 6,620 | $416K |
| Total Investment Management Inc. | 0.05% | Reduce -16.5% | 6,575 | $413K |
| BetterWealth, LLC | 0.13% | Reduce -8.3% | 6,565 | $413K |
| Forum Financial Management, LP | 0.01% | Add +12.0% | 6,555 | $412K |
| Summit Financial, LLC | 0.02% | New | 6,486 | $409K |
| Evergreen Capital Management LLC | 0.01% | Reduce -3.5% | 6,442 | $406K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.1% | 6,576 | $400K |
| Lederer & Associates Investment Counsel | 0.29% | No change | 6,333 | $398K |
| Black Diamond Financial, LLC | 0.08% | Add +8.9% | 6,290 | $395K |
| Tiemann Investment Advisors, LLC | 0.17% | No change | 6,225 | $391K |
| Everett Harris & Co. | 0.01% | Add +35.6% | 6,170 | $388K |
| Sandy Spring Bank | 0.02% | Add +128.8% | 6,156 | $387K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -1.2% | 6,150 | $387K |
| Telos Capital Management, Inc. | 0.04% | New | 6,086 | $383K |
| Hardin Capital Partners, LLC | 0.25% | — | 6,086 | $383K |
| Anchor Investment Management, LLC | 0.04% | Reduce -28.8% | 6,071 | $382K |
| Hardy Reed LLC | 0.04% | Reduce -21.5% | 6,062 | $381K |
| Vickerman Investment Advisors, Inc. | 0.12% | No change | 6,056 | $381K |
| Regions Financial Corp. | 0.00% | No change | 6,017 | $378K |
| Pacific Sun Financial Corp | 0.22% | No change | 6,000 | $377K |
| United Asset Strategies, Inc. | 0.04% | No change | 6,000 | $377K |
| Seneca House Advisors | 0.16% | Reduce -1.9% | 5,998 | $377K |
| Appleton Partners Inc. | 0.03% | Reduce -5.3% | 5,996 | $377K |
| Capital Investment Advisors, LLC | 0.01% | Add +54.9% | 5,988 | $376K |
| Schrum Private Wealth Management LLC | 0.34% | No change | 5,950 | $374K |
| Bcwm, LLC | 0.13% | No change | 5,948 | $374K |
| Heritage Wealth Partners, LLC | 0.54% | New | 5,909 | $371K |
| AA Financial Advisors, LLC | 0.13% | Add +9.7% | 5,894 | $371K |
| Schnieders Capital Management LLC | 0.08% | No change | 5,887 | $370K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -0.4% | 5,886 | $370K |
| Apella Capital, LLC | 0.02% | Add +17.9% | 5,768 | $369K |
| Sage Rhino Capital LLC | 0.09% | Add +1.9% | 5,868 | $369K |
| NorthRock Partners, LLC | 0.01% | Reduce -24.0% | 5,820 | $367K |
| Burt Wealth Advisors | 0.10% | Reduce -4.1% | 5,833 | $367K |
| Front Row Advisors LLC | 0.13% | Add +0.3% | 5,741 | $362K |
| Baldwin Wealth Partners LLC | 0.03% | Add +3.6% | 5,715 | $359K |
| Private Ocean, LLC | 0.03% | Reduce -2.2% | 5,656 | $356K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +5.5% | 5,650 | $355K |
| American Money Management, LLC | 0.08% | No change | 5,650 | $355K |
| Jacobs & Co. | 0.04% | Add +1.2% | 5,648 | $355K |
| Good Life Advisors, LLC | 0.03% | No change | 5,614 | $353K |
| Klingman & Associates, LLC | 0.02% | No change | 5,610 | $353K |
| Your Advocates Ltd., LLP | 0.15% | No change | 5,550 | $349K |
| Liberty Wealth Management LLC | 0.06% | Add +1213.5% | 69,144 | $348K |
| Monterey Private Wealth, Inc. | 0.13% | Reduce -24.2% | 5,517 | $347K |
| Independent Financial Group, LLC | 0.01% | Reduce -24.1% | 5,502 | $346K |
| Moseley Investment Management Inc. | 0.16% | No change | 5,492 | $345K |
| Simplicity Wealth,LLC | 0.01% | Reduce -30.0% | 5,488 | $345K |
| Commerce Bank | 0.00% | New | 5,481 | $345K |
| AlphaQ Advisors LLC | 1.01% | Add +0.2% | 5,433 | $342K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 5,379 | $338K |
| &partners | 0.01% | New | 5,375 | $338K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.7% | 5,332 | $335K |
| Bill Few Associates, Inc. | 0.13% | No change | 5,324 | $335K |
| Strategic Equity Management | 0.22% | Reduce -20.0% | 5,310 | $334K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 5,300 | $333K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -3.2% | 5,294 | $333K |
| PDS Planning, Inc | 0.03% | No change | 5,291 | $333K |
| Abound Wealth Management | 0.12% | Reduce -1.3% | 5,278 | $332K |
| Berger Financial Group, Inc | 0.03% | Reduce -6.1% | 5,256 | $330K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | No change | 5,245 | $330K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +15.9% | 5,233 | $329K |
| Pinion Investment Advisors, LLC | 0.16% | Reduce -24.4% | 5,217 | $328K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.4% | 5,197 | $327K |
| Brio Consultants, LLC | 0.05% | Reduce -6.8% | 5,193 | $326K |
| ZynergyRetirementPlanningLLC | 0.25% | — | 5,184 | $326K |
| Old North State Wealth Management, LLC | 0.21% | Add +0.3% | 5,163 | $325K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 5,128 | $322K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,119 | $322K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.3% | 5,118 | $322K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -0.2% | 5,103 | $321K |
| Traynor Capital Management, Inc. | 0.03% | New | 5,048 | $317K |
| Broadview Financial Management, LLC | 0.23% | No change | 5,012 | $315K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 5,000 | $314K |
| American Financial Advisors, LLC | 0.04% | Reduce -4.3% | 5,000 | $314K |
| Index Fund Advisors, Inc. | 0.02% | Add +7.0% | 4,974 | $313K |
| Able Wealth Management LLC | 0.26% | No change | 4,970 | $313K |
| UMB Bank, n.a. | 0.01% | No change | 4,900 | $308K |
| Tranquility Partners, LLC | 0.12% | No change | 4,895 | $308K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -22.1% | 4,875 | $306K |
| Whittier Trust Co. | 0.00% | Add +246.9% | 4,846 | $305K |
| Versant Capital Management, Inc | 0.08% | No change | 4,827 | $303K |
| Arkadios Wealth Advisors | 0.02% | New | 4,782 | $301K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 4,769 | $300K |
| Connecticut Wealth Management, LLC | 0.02% | Add +7.0% | 4,768 | $300K |
| Adamsbrown Wealth Consultants LLC | 0.12% | No change | 4,733 | $298K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -20.8% | 4,723 | $297K |
| Worth Asset Management, LLC | 0.18% | Reduce -40.2% | 4,716 | $296K |
| Sierra Summit Advisors LLC | 0.07% | Reduce -19.7% | 4,695 | $295K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 4,657 | $293K |
| Gryphon Financial Partners LLC | 0.04% | New | 4,653 | $293K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 4,633 | $291K |
| Strategic Financial Concepts, LLC | 0.17% | Add +6212.4% | 4,696,336 | $291K |
| Comerica Bank | 0.00% | Reduce -10.7% | 4,615 | $290K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -0.9% | 4,597 | $289K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 4,594 | $289K |
| Carolina Wealth Advisors, LLC | 0.14% | Reduce -4.0% | 4,585 | $288K |
| GG Group Ventures, LLC | 0.40% | — | 4,570 | $287K |
| Advisors Capital Management, LLC | 0.01% | No change | 4,523 | $284K |
| Ruggaard & Associates LLC | 0.13% | No change | 4,480 | $282K |
| Prepared Retirement Institute LLC | 0.19% | No change | 4,479 | $282K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 4,440 | $279K |
| Councilmark Asset Management, LLC | 0.20% | No change | 4,430 | $279K |
| Capital Insight Partners, LLC | 0.05% | No change | 4,406 | $277K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +6.9% | 4,396 | $276K |
| Cutter & CO Brokerage, Inc. | 0.07% | Add +2.3% | 4,370 | $275K |
| New Perspectives, Inc | 0.15% | No change | 4,363 | $274K |
| Ehrlich Financial Group | 0.22% | Add +3.6% | 4,358 | $274K |
| Coppell Advisory Solutions LLC | 0.05% | — | 4,353 | $274K |
| Somerset Group LLC | 0.24% | Add +1.7% | 4,333 | $272K |
| LifeSteps Financial, Inc. | 0.22% | Add +3.2% | 4,318 | $271K |
| Boyce & Associates Wealth Consulting, Inc. | 0.32% | Reduce -8.2% | 4,287 | $270K |
| Moneco Advisors, LLC | 0.04% | No change | 4,266 | $268K |
| BIP Wealth, LLC | 0.02% | Reduce -2.0% | 4,245 | $267K |
| Amarillo National Bank | 0.05% | No change | 4,244 | $267K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 4,350 | $266K |
| High Probability Advisors, LLC | 0.05% | No change | 4,215 | $265K |
| Choate Investment Advisors | 0.01% | No change | 4,210 | $265K |
| Aurora Investment Managers, LLC. | 0.19% | No change | 4,186 | $263K |
| Cornerstone Enterprises, LLC | 0.17% | No change | 4,142 | $260K |
| Grandfield & Dodd, LLC | 0.02% | Add +0.3% | 4,142 | $260K |
| Patten & Patten Inc. | 0.02% | No change | 4,129 | $260K |
| White Pine Investment CO | 0.07% | Reduce -11.3% | 4,063 | $255K |
| Pachira Investments Inc. | 0.22% | Reduce -1.1% | 4,031 | $253K |
| FRG Family Wealth Advisors LLC | 0.05% | Add +0.0% | 4,185 | $253K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,000 | $252K |
| Squire Investment Management Company, LLC | 0.14% | No change | 4,000 | $251K |
| Precedent Wealth Partners, LLC | 0.10% | No change | 3,974 | $250K |
| WealthShield Partners, LLC | 0.04% | Reduce -14.9% | 3,957 | $250K |
| Vigilare Wealth Management | 0.11% | No change | 3,950 | $248K |
| Atria Investments, Inc | 0.00% | New | 3,940 | $248K |
| Creative Capital Management Investments LLC | 0.12% | No change | 3,934 | $247K |
| Oxinas Partners, LLC | 0.16% | Add +1.6% | 3,929 | $247K |
| Americana Partners, LLC | 0.02% | No change | 3,928 | $247K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 3,917 | $246K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.1% | 3,909 | $246K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -6.8% | 3,905 | $246K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 3,900 | $245K |
| StoneX Group Inc. | 0.02% | Add +0.6% | 3,861 | $244K |
| Claris Advisors, LLC / Mo / | 0.13% | No change | 3,865 | $243K |
| Wedmont Private Capital | 0.02% | Add +0.0% | 3,735 | $242K |
| Marshall Wace, LLP | 0.00% | New | 3,834 | $241K |
| Three Bridge Wealth Advisors, LLC | 0.10% | No change | 3,821 | $241K |
| Whitegate Investment Counselors, Inc. | 0.07% | New | 3,828 | $241K |
| Orion Capital Management LLC | 0.13% | No change | 3,819 | $240K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -71.3% | 3,804 | $239K |
| LexAurum Advisors, LLC | 0.06% | No change | 3,800 | $239K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,785 | $239K |
| Bessemer Group Inc. | 0.00% | No change | 3,750 | $236K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,742 | $235K |
| Main Management LLC | 0.02% | No change | 3,740 | $235K |
| Founders Financial Alliance, LLC | 0.07% | Add +26428.6% | 3,714 | $233K |
| Ellenbecker Investment Group | 0.05% | Reduce -3.9% | 3,674 | $231K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,650 | $229K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | No change | 3,650 | $229K |
| Guardian Financial Partners, LLC | 0.15% | No change | 3,648 | $229K |
| FPC Investment Advisory, Inc. | 0.20% | No change | 3,510 | $227K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -27.9% | 3,606 | $227K |
| Alley Investment Management Company, LLC | 0.03% | No change | 3,562 | $224K |
| Magnolia Capital Advisors LLC | 0.13% | New | 3,559 | $224K |
| Act Wealth Management, LLC | 0.11% | Add +1.1% | 3,546 | $223K |
| River Wealth Advisors LLC | 0.03% | Add +0.3% | 3,540 | $223K |
| Fiduciary Alliance LLC | 0.04% | Reduce -13.8% | 3,486 | $221K |
| Empirical Asset Management, LLC | 0.08% | Add +1.9% | 3,491 | $219K |
| Certified Advisory Corp | 0.03% | No change | 3,483 | $219K |
| US Financial Advisors, LLC | 0.07% | No change | 3,476 | $219K |
| Armor Investment Advisors, LLC | 0.10% | Add +0.0% | 3,459 | $217K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,459 | $217K |
| Tanager Wealth Management LLP | 0.03% | No change | 3,432 | $216K |
| Advisor OS, LLC | 0.02% | New | 3,426 | $215K |
| Regal Investment Advisors LLC | 0.01% | Add +2.5% | 3,421 | $215K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -4.4% | 3,398 | $214K |
| HC Advisors, LLC | 0.20% | No change | 3,396 | $214K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.2% | 3,395 | $213K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 3,384 | $213K |
| Riverwater Partners LLC | 0.16% | Reduce -12.9% | 3,374 | $212K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 3,368 | $212K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 3,365 | $212K |
| Stephens Inc. | 0.00% | No change | 3,361 | $211K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -2.4% | 3,357 | $211K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.1% | 3,345 | $211K |
| Clarity Capital Advisors, LLC | 0.16% | No change | 3,340 | $210K |
| Bright Futures Wealth Management, LLC. | 0.11% | Add +0.3% | 3,400 | $210K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -37.6% | 3,327 | $209K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.0% | 3,310 | $208K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.3% | 3,301 | $208K |
| Silver Coast Investments LLC | 0.08% | Reduce -3.3% | 3,274 | $206K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | New | 3,253 | $204K |
| Stone Summit Wealth LLC | 0.07% | New | 3,234 | $203K |
| 49 Wealth Management, LLC | 0.04% | New | 3,221 | $203K |
| 17 Capital Partners, LLC | 0.14% | New | 3,218 | $202K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -22.2% | 3,200 | $201K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 3,173 | $199K |
| Blue Trust, Inc. | 0.00% | No change | 3,223 | $197K |
| DB Fitzpatrick & Co, Inc | 0.17% | Add +2.9% | 2,838 | $178K |
| SJS Investment Consulting Inc. | 0.03% | No change | 2,755 | $173K |
| Robinswood Financial LLC | 0.07% | Add +52.7% | 2,582 | $162K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,581 | $162K |
| Trust Co. of Vermont | 0.01% | Add +109.8% | 2,545 | $160K |
| Wetzel Investment Advisors, Inc. | 0.09% | No change | 2,600 | $159K |
| Hollencrest Capital Management | 0.01% | Add +218.2% | 2,520 | $158K |
| Bokf, NA | 0.00% | No change | 2,463 | $155K |
| Richardson Capital Management LLC | 0.12% | No change | 2,401 | $151K |
| Tidemark, LLC | 0.07% | Add +988.5% | 2,362 | $149K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +314.0% | 2,310 | $148K |
| Peoples Financial Services Corp. | 0.07% | No change | 2,300 | $145K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,250 | $142K |
| Friedenthal Financial | 0.09% | Reduce -8.7% | 2,228 | $140K |
| Pacific Center for Financial Services | 0.04% | No change | 2,221 | $140K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,113 | $133K |
| TCTC Holdings, LLC | 0.00% | New | 2,060 | $130K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,000 | $126K |
| International Assets Investment Management, LLC | 0.01% | New | 1,992 | $125K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 1,954 | $123K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -15.8% | 1,942 | $122K |
| HM Payson & Co. | 0.00% | No change | 1,941 | $122K |
| Creekmur Asset Management LLC | 0.03% | Add +22.7% | 1,934 | $122K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 1,867 | $118K |
| Investors Research Corp | 0.03% | No change | 1,770 | $111K |
| Colonial Trust Co / SC | 0.02% | No change | 1,768 | $111K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,758 | $111K |
| Perritt Capital Management Inc | 0.06% | Reduce -1.0% | 1,732 | $109K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +2.7% | 1,725 | $109K |
| Bangor Savings Bank | 0.01% | Add +881.2% | 1,668 | $105K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,627 | $102K |
| Valley Wealth Managers, Inc. | 0.01% | Add +619.9% | 1,555 | $98K |
| Dogwood Wealth Management LLC | 0.06% | No change | 1,552 | $98K |
| Ridgewood Investments LLC | 0.05% | New | 1,534 | $96K |
| BNP Paribas Financial Markets | 0.00% | Add +2204.6% | 1,498 | $94K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,481 | $93K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -9.9% | 1,470 | $92K |
| Tyler-Stone Wealth Management | 0.04% | No change | 1,460 | $92K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 1,407 | $89K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,410 | $89K |
| Evolution Advisers, Inc. | 0.05% | Add +17.2% | 1,329 | $83K |
| Principal Securities, Inc. | 0.00% | Add +7.0% | 1,285 | $81K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,251 | $79K |
| Montag A & Associates Inc. | 0.00% | No change | 1,247 | $79K |
| Glassman Wealth Services | 0.01% | No change | 1,196 | $75K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,192 | $75K |
| Olistico Wealth, LLC | 0.04% | New | 1,103 | $69K |
| Assetmark, Inc. | 0.00% | Reduce -24.5% | 1,102 | $69K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,035 | $65K |
| Pacifica Partners Inc. | 0.03% | No change | 1,000 | $64K |
| Marquette Asset Management, LLC | 0.01% | No change | 993 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 910 | $57K |
| Angeles Wealth Management, LLC | 0.01% | Add +1.6% | 904 | $57K |
| Hoertkorn Richard Charles | 0.02% | No change | 900 | $57K |
| Laurel Wealth Advisors LLC | 0.01% | Add +4.7% | 850 | $53K |
| HighMark Wealth Management LLC | 0.03% | No change | 840 | $53K |
| American Capital Advisory, LLC | 0.04% | Reduce -9.5% | 940 | $52K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -3.6% | 806 | $51K |
| Manchester Capital Management LLC | 0.01% | No change | 803 | $50K |
| Cypress Capital, LLC | 0.01% | New | 800 | $50K |
| Bfsg, LLC | 0.01% | No change | 746 | $47K |
| Realta Investment Advisors | 0.01% | No change | 728 | $46K |
| Godsey & Gibb, Inc. | 0.00% | No change | 701 | $44K |
| First Horizon Advisors, Inc. | 0.00% | No change | 673 | $42K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 438 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.8% | 645 | $41K |
| Creative Financial Designs Inc. | 0.00% | No change | 621 | $39K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Add +0.3% | 568 | $36K |
| Birchbrook, Inc. | 0.02% | No change | 555 | $35K |
| Moser Wealth Advisors, LLC | 0.02% | No change | 547 | $34K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 525 | $33K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 517 | $32K |
| NWK Group, Inc. | 0.01% | No change | 514 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -14.3% | 490 | $31K |
| GAMMA Investing LLC | 0.00% | New | 482 | $30K |
| Nemes Rush Group LLC | 0.00% | Reduce -36.1% | 481 | $30K |
| Bruce G. Allen Investments, LLC | 0.02% | New | 464 | $29K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 446 | $28K |
| Global Financial Private Client, LLC | 0.01% | No change | 444 | $28K |
| Albion Financial Group | 0.00% | No change | 420 | $26K |
| Franklin Resources Inc. | 0.00% | No change | 420 | $26K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.5% | 414 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +1.3% | 405 | $25K |
| SIMA Wealth Partners, LLC | 0.02% | — | 402 | $25K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -5.0% | 397 | $25K |
| Wiser Advisor Group LLC | 0.04% | Add +0.5% | 389 | $24K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -7.2% | 387 | $24K |
| Blume Capital Management, Inc. | 0.01% | No change | 370 | $23K |
| Studio Investment Management LLC | 0.01% | New | 364 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 364 | $23K |
| Global Wealth Strategies & Associates | 0.01% | No change | 355 | $22K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 350 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 328 | $21K |
| Tucker Asset Management LLC | 0.00% | No change | 323 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 308 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 296 | $19K |
| TFC Financial Management, Inc. | 0.00% | Reduce -45.9% | 272 | $17K |
| Robbins Farley | 0.01% | No change | 246 | $15K |
| Financial Perspectives, Inc | 0.01% | No change | 236 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +15.4% | 217 | $14K |
| Key Financial Inc | 0.00% | No change | 211 | $13K |
| Integrity Financial Corp | 0.01% | No change | 208 | $13K |
| Annapolis Financial Services, LLC | 0.00% | No change | 204 | $13K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 191 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 188 | $12K |
| Semmax Financial Advisors Inc. | 0.00% | New | 169 | $11K |
| Costello Asset Management, INC | 0.01% | No change | 165 | $10K |
| Avion Wealth | 0.00% | No change | 166 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -70.4% | 150 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 148 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 148 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 140 | $9K |
| Macroview Investment Management LLC | 0.01% | Add +18.6% | 134 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 126 | $8K |
| Painted Porch Advisors LLC | 0.00% | New | 124 | $8K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 120 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 106 | $7K |
| Colonial Trust Advisors | 0.00% | Reduce -67.5% | 104 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +11.8% | 95 | $6K |
| Addison Advisors LLC | 0.00% | No change | 92 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 88 | $6K |
| Element Wealth, LLC | 0.00% | No change | 73 | $5K |
| Sage Mountain Advisors LLC | 0.00% | No change | 71 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 67 | $4K |
| Castleview Partners, LLC | 0.00% | Reduce -30.5% | 66 | $4K |
| West Branch Capital LLC | 0.00% | No change | 60 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 57 | $4K |
| Rice Partnership, LLC | 0.00% | No change | 55 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 42 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Add +2.5% | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | New | 30 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $1K |
| Innealta Capital, LLC | 0.00% | New | 20 | $1K |
| Weaver Capital Management LLC | 0.00% | No change | 10 | $629 |
| Hobbs Group Advisors, LLC | 0.00% | — | 10 | $629 |
| Gradient Investments LLC | 0.00% | No change | 10 | $629 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $629 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 7 | $413 |
| Arlington Trust Co LLC | 0.00% | No change | 6 | $377 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $251 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $126 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $63 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -77.4% | 125 | $34 |
"% 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.