Schwab US Broad Market ETFSCHBETF
13F holders, Q3 2024 (September 30)1,101holders +18
61new positions
40sold out
3famous investors
$64.53avg. 13F price*
At the end of Q3 2024, 1,101 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 18 from Q2 2024. 61 opened new positions and 40 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($402.8M) and Rebalance, LLC ($254.4M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $86.8M |
| Exits | 40 | $43.6M |
All 13F filers, Q2 2024 → Q3 2024: 9,553,919 shares bought and 8,923,073 shares sold, net +630,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,101 holders
| Wealthfront Advisers LLC | 4.21% | Reduce -2.7% | 20,600,322 | $1.4B |
| Betterment LLC | 0.96% | Reduce -1.9% | 6,055,329 | $402.8M |
| Rebalance, LLC | 18.64% | Add +4.6% | 3,824,414 | $254.4M |
| SCS Capital Management LLC | 5.07% | Reduce -3.0% | 3,777,466 | $251.3M |
| Evensky & Katz LLC | 14.04% | Reduce -1.9% | 3,240,972 | $215.6M |
| Hengehold Capital Management LLC | 19.28% | Add +1.3% | 3,056,040 | $203.3M |
| Strid Group, LLC | 28.97% | Add +4.0% | 2,864,158 | $190.5M |
| HighTower Advisors, LLC | 0.26% | Add +7.8% | 2,660,625 | $177.0M |
| Bouchey Financial Group, Ltd. | 15.49% | Add +2.2% | 2,605,132 | $173.3M |
| HB Wealth Management, LLC | 1.59% | Reduce -0.7% | 2,224,077 | $147.9M |
| Evergreen Advisors, LLC | 40.52% | Add +1.1% | 2,206,318 | $146.8M |
| Callan Capital, LLC | 9.42% | Reduce -0.7% | 2,026,829 | $134.8M |
| HT Partners LLC | 47.09% | Reduce -10.7% | 2,000,399 | $133.1M |
| Hanson & Doremus Investment Management | 20.57% | Add +0.5% | 1,946,957 | $129.5M |
| Forvis Mazars Wealth Advisors, LLC | 2.86% | Add +6.5% | 1,865,790 | $124.1M |
| Retirement Planning Group, LLC | 6.49% | Reduce -1.2% | 1,791,433 | $119.2M |
| Accredited Investors Inc. | 6.16% | Add +0.5% | 1,619,374 | $107.7M |
| National Bank of Canada | 0.12% | Add +12.2% | 1,400,052 | $93.1M |
| Summit Financial Strategies, Inc. | 10.39% | Reduce -0.8% | 1,388,012 | $92.3M |
| HHM Wealth Advisors, LLC | 12.67% | Reduce -11.7% | 1,343,262 | $89.4M |
| TruNorth Capital Management, LLC | 26.02% | Add +1.4% | 1,320,363 | $87.8M |
| Mariner, LLC | 0.15% | Reduce -0.8% | 1,232,037 | $82.0M |
| Manchester Financial Inc. | 16.72% | Add +38.2% | 1,158,603 | $77.1M |
| Morton Brown Family Wealth, LLC | 27.26% | Add +8.3% | 1,153,135 | $76.7M |
| Captrust Financial Advisors | 0.23% | Reduce -23.3% | 1,141,005 | $75.9M |
| Ballentine Partners, LLC | 1.21% | Reduce -1.2% | 1,066,872 | $71.0M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 1,052,135 | $70.0M |
| Socha Financial Group, LLC | 29.80% | Add +2.1% | 1,032,598 | $68.7M |
| HBK Sorce Advisory LLC | 2.08% | Reduce -1.0% | 1,024,048 | $68.1M |
| Bank of America Corp. | 0.01% | Add +2.6% | 1,018,829 | $67.8M |
| Circle Wealth Management, LLC | 1.49% | Reduce -1.4% | 1,010,660 | $67.2M |
| North Star Asset Management Inc. | 2.92% | Add +1.1% | 977,711 | $65.0M |
| Asset Advisors Investment Management, LLC | 6.68% | Reduce -0.2% | 965,092 | $64.2M |
| Brown Advisory Inc. | 0.08% | Reduce -0.1% | 935,022 | $62.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.43% | Reduce -1.1% | 930,687 | $61.9M |
| Agilis Partners LLC | 16.44% | Reduce -0.2% | 882,348 | $58.7M |
| D L Carlson Investment Group Inc. | 10.47% | Add +4.3% | 869,954 | $57.9M |
| Compass Financial Group, INC | 11.02% | Add +10.8% | 843,781 | $56.1M |
| Morningstar Investment Services LLC | 0.56% | Add +6.0% | 831,146 | $55.1M |
| Compass Advisory Group LLC | 21.17% | Add +10.0% | 818,479 | $54.4M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 778,529 | $51.8M |
| Legacy Financial Strategies, LLC | 11.24% | Add +23.5% | 765,983 | $51.0M |
| Bluespring Wealth Management, LLC | 5.02% | Reduce -2.8% | 752,751 | $50.1M |
| Caprock Group, LLC | 1.80% | Reduce -4.6% | 744,533 | $49.5M |
| Myecfo, LLC | 26.71% | Reduce -1.9% | 740,974 | $49.3M |
| Creative Planning | 0.05% | Add +0.7% | 684,684 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 675,931 | $45.0M |
| LPL Financial LLC | 0.02% | Add +3.3% | 661,999 | $44.0M |
| WBH Advisory Inc. | 4.14% | Add +3.0% | 656,746 | $43.7M |
| OneDigital Investment Advisors LLC | 0.48% | Add +5.4% | 634,689 | $42.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +4.2% | 605,384 | $40.3M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 603,149 | $40.1M |
| Ethos Financial Group, LLC | 6.52% | Add +2.4% | 588,892 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.7% | 579,749 | $38.6M |
| Savant Capital, LLC | 0.31% | Reduce -1.3% | 569,564 | $37.9M |
| Capital Management Associates, Inc | 15.35% | New | 564,749 | $37.6M |
| Buckingham Capital Management, Inc. | 4.23% | Add +1.9% | 555,851 | $37.0M |
| Sunburst Financial Group, LLC | 9.30% | Add +4.6% | 551,424 | $36.7M |
| Truist Financial Corp. | 0.06% | Reduce -1.7% | 546,006 | $36.3M |
| Cape Investment Advisory, Inc. | 14.10% | Add +2.4% | 522,877 | $34.8M |
| Roundview Capital LLC | 2.45% | Add +13.7% | 509,415 | $33.9M |
| Boulder Wealth Advisors, LLC | 18.16% | Add +1.2% | 502,321 | $33.4M |
| Genesee Capital Advisors, LLC | 15.97% | Add +1.0% | 498,634 | $33.2M |
| Jaffetilchin Investment Partners, LLC | 2.51% | Reduce -4.7% | 497,351 | $33.1M |
| Members Advisory Group LLC | 16.23% | Reduce -31.1% | 488,013 | $32.5M |
| Legacy Private Trust Co. | 2.12% | Reduce -1.8% | 474,401 | $31.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +193.9% | 1,405,810 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Add +1.4% | 452,174 | $30.1M |
| Pegasus Asset Management, Inc. | 8.46% | Add +1.4% | 420,219 | $28.0M |
| WT Wealth Management | 8.93% | Add +195.4% | 1,235,645 | $28.0M |
| UBS Group AG | 0.01% | Add +14.6% | 414,837 | $27.6M |
| Winthrop Advisory Group LLC | 3.28% | Add +0.6% | 399,034 | $26.5M |
| Leading Edge Financial Planning LLC | 8.83% | Add +12.9% | 396,435 | $26.4M |
| Truepoint, Inc. | 0.71% | Reduce -1.3% | 395,060 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 383,506 | $25.5M |
| Gemmer Asset Management LLC | 2.55% | Reduce -2.5% | 382,538 | $25.4M |
| Cerity Partners LLC | 0.06% | Add +5.8% | 375,895 | $25.0M |
| Valley National Advisers Inc. | 4.50% | Add +1.5% | 374,626 | $24.9M |
| Patriot Investment Management Group, Inc. | 1.83% | Reduce -5.7% | 374,600 | $24.9M |
| Waverly Advisors, LLC | 0.46% | Reduce -0.7% | 373,937 | $24.9M |
| Fsa Wealth Partners, Inc. | 5.99% | Add +88.3% | 372,686 | $24.8M |
| American Investment Services, Inc. | 4.04% | Add +0.0% | 363,669 | $24.2M |
| Goepper Burkhardt LLC | 9.94% | Add +0.1% | 362,287 | $24.1M |
| Bartlett & Co. Wealth Management LLC | 0.34% | Reduce -0.6% | 360,330 | $24.0M |
| Global Wealth Management, LLC | 15.87% | — | 352,617 | $23.5M |
| Shilanski & Associates, Inc. | 7.59% | Reduce -7.3% | 351,326 | $23.4M |
| Avior Wealth Management, LLC | 0.92% | Add +0.8% | 347,329 | $23.1M |
| Strategic Advisors LLC | 4.23% | Reduce -3.4% | 340,568 | $22.7M |
| Ogorek Anthony Joseph /NY/ | 7.65% | Reduce -6.8% | 334,856 | $22.3M |
| Robinson Smith Wealth Advisors LLC | 18.66% | Add +3.3% | 329,985 | $22.0M |
| Focus Financial Network, Inc. | 0.89% | Reduce -1.4% | 328,001 | $21.8M |
| First National Corp. /Ma/ | 4.85% | Reduce -18.1% | 327,788 | $21.8M |
| Strategic Financial Planning, Inc. | 14.20% | Reduce -5.6% | 322,970 | $21.5M |
| GSG Advisors LLC | 7.02% | Add +0.1% | 322,191 | $21.2M |
| Breakwater Investment Management | 8.85% | Add +0.8% | 318,546 | $21.2M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -4.7% | 313,722 | $20.9M |
| Cobblestone Capital Advisors LLC | 1.15% | Reduce -1.9% | 308,812 | $20.5M |
| Great Lakes Retirement, Inc. | 2.56% | Reduce -0.1% | 299,863 | $19.9M |
| Meridian Wealth Partners, LLC | 3.01% | Add +2.3% | 290,724 | $19.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.30% | Add +196.4% | 868,604 | $19.2M |
| Schaeffer Financial LLC | 19.25% | Add +0.8% | 284,874 | $18.9M |
| Wynn Capital, LLC | 12.41% | Add +2.6% | 284,674 | $18.9M |
| Marshall Financial Group Inc. | 5.69% | Reduce -4.4% | 283,132 | $18.8M |
| FMR LLC | 0.00% | Add +16.7% | 283,117 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.9% | 281,098 | $18.7M |
| Harbour Investments, Inc. | 0.56% | Add +1.0% | 280,036 | $18.6M |
| IMA Advisory Services, Inc. | 4.02% | New | 277,406 | $18.5M |
| TrinityPoint Wealth, LLC | 2.62% | Reduce -1.0% | 274,155 | $18.2M |
| Stonekeep Investments, LLC | 13.77% | Reduce -0.4% | 268,158 | $17.8M |
| Tradition Wealth Management, LLC | 1.58% | Reduce -0.8% | 266,889 | $17.8M |
| Great Valley Advisor Group, Inc. | 0.43% | Reduce -9.8% | 265,479 | $17.7M |
| Corient Private Wealth LP | 0.03% | Add +4.3% | 262,745 | $17.5M |
| Madden Advisory Services, Inc. | 7.90% | Reduce -3.2% | 259,212 | $17.2M |
| SYM FINANCIAL Corp | 2.30% | Add +0.1% | 258,800 | $17.2M |
| Ashford Advisors, LLC | 3.98% | No change | 256,722 | $17.1M |
| Roble, Belko & Company, Inc | 2.69% | Reduce -0.6% | 256,399 | $17.1M |
| Juncture Wealth Strategies, LLC | 6.52% | Reduce -2.1% | 253,332 | $16.9M |
| James J. Burns & Company, LLC | 3.01% | Add +2.6% | 250,197 | $16.6M |
| Tanglewood Wealth Management, Inc. | 1.90% | Reduce -2.2% | 248,512 | $16.5M |
| Ellevest, Inc. | 0.89% | Reduce -14.2% | 242,260 | $16.1M |
| Elgethun Capital Management | 3.77% | Reduce -0.2% | 241,259 | $16.0M |
| Dodds Wealth, LLC | 5.08% | Add +214.3% | 685,428 | $15.2M |
| Transform Wealth, LLC | 1.00% | Add +5.1% | 227,681 | $15.1M |
| Davis Capital Management | 11.97% | Add +6.2% | 227,546 | $15.1M |
| Christensen, King & Associates Investment Services, Inc. | 7.06% | Reduce -2.5% | 225,483 | $15.0M |
| Almanack Investment Partners, LLC. | 2.35% | Reduce -4.2% | 224,666 | $14.9M |
| PrairieView Partners, LLC | 1.55% | Reduce -4.1% | 223,919 | $14.9M |
| Lodestar Private Asset Management LLC | 1.87% | Reduce -1.1% | 220,968 | $14.7M |
| Pinkerton Wealth, LLC | 2.05% | Reduce -9.9% | 212,370 | $14.1M |
| Blue Bell Private Wealth Management, LLC | 2.67% | Reduce -0.6% | 210,006 | $14.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 209,723 | $14.0M |
| Roger Wittlin Investment Advisory, LLC | 7.82% | Add +0.6% | 204,343 | $13.6M |
| Libra Wealth LLC | 5.38% | Reduce -0.5% | 202,601 | $13.5M |
| Spinnaker Investment Group, LLC | 3.28% | Reduce -2.5% | 201,666 | $13.4M |
| Empower Advisory Group, LLC | 0.04% | Reduce -3.1% | 199,048 | $13.2M |
| Raymond James & Associates | 0.01% | Add +12.0% | 194,838 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.9% | 192,001 | $12.8M |
| Intelligence Driven Advisers, LLC | 1.82% | Reduce -1.9% | 191,538 | $12.7M |
| Valicenti Advisory Services Inc. | 3.25% | Add +2.0% | 190,517 | $12.7M |
| Milestone Investment Advisors LLC | 3.53% | Reduce -2.3% | 189,633 | $12.6M |
| Cresset Asset Management, LLC | 0.05% | Add +84.6% | 188,612 | $12.5M |
| Aptus Capital Advisors, LLC | 0.19% | Add +6850.7% | 564,118 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -4.6% | 187,893 | $12.5M |
| Weinberger Asset Management, Inc | 5.32% | Add +2.5% | 187,781 | $12.5M |
| Blue Investment Partners LLC | 5.14% | Add +5.5% | 187,485 | $12.5M |
| Vista Capital Partners, Inc. | 1.44% | Reduce -1.4% | 187,058 | $12.4M |
| Bond & Devick Financial Network, Inc. | 5.29% | Add +38.1% | 186,163 | $12.4M |
| Passive Capital Management, LLC. | 4.22% | Reduce -1.7% | 181,532 | $12.1M |
| GYL Financial Synergies, LLC | 0.89% | Add +3.8% | 178,084 | $11.8M |
| Chicago Partners Investment Group LLC | 0.42% | Add +225.2% | 527,638 | $11.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +15.7% | 176,257 | $11.7M |
| Opes Wealth Management LLC | 2.24% | Add +1.2% | 175,504 | $11.7M |
| Focus Partners Wealth | 0.04% | Reduce -7.0% | 175,066 | $11.6M |
| Intrua Financial, LLC | 1.86% | Reduce -4.6% | 171,921 | $11.4M |
| Cetera Investment Advisers | 0.02% | Add +8.4% | 171,156 | $11.4M |
| Wealthspire Advisors, LLC | 0.12% | Add +173.9% | 170,245 | $11.3M |
| Carmichael Hill & Associates, Inc. | 4.18% | Add +1.9% | 170,121 | $11.3M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Reduce -0.9% | 171,042 | $11.3M |
| Meridian Wealth Management, LLC | 0.54% | New | 165,081 | $11.0M |
| Leavell Investment Management, Inc. | 0.55% | Add +0.6% | 164,932 | $11.0M |
| Compound Planning, Inc. | 0.68% | Add +0.2% | 163,325 | $10.9M |
| TPG Advisors LLC | 8.44% | Reduce -1.1% | 162,264 | $10.8M |
| Everhart Financial Group, Inc. | 2.39% | Reduce -0.6% | 162,192 | $10.8M |
| D.B. Root & Company, LLC | 3.53% | Add +1.3% | 161,196 | $10.7M |
| Towercrest Capital Management | 1.71% | Reduce -0.8% | 159,304 | $10.6M |
| Alliance Wealth Management Group | 2.82% | Reduce -0.8% | 159,228 | $10.6M |
| Madison Wealth Partners, Inc | 3.13% | Add +25.1% | 159,051 | $10.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.6% | 158,633 | $10.6M |
| Lido Advisors, LLC | 0.08% | Reduce -10.3% | 156,051 | $10.4M |
| Horan Capital Advisors, LLC. | 3.43% | Add +0.6% | 155,140 | $10.3M |
| Beacon Wealthcare LLC | 4.14% | Reduce -3.2% | 154,173 | $10.3M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +0.6% | 152,013 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.8% | 151,284 | $10.1M |
| Motive Wealth Advisors | 6.04% | No change | 159,916 | $10.1M |
| IFP Advisors, Inc | 0.36% | Reduce -0.4% | 150,229 | $10.0M |
| Waldron Private Wealth LLC | 0.41% | No change | 150,000 | $10.0M |
| Zhang Financial LLC | 0.63% | Reduce -2.3% | 149,411 | $9.9M |
| TruWealth Advisors, LLC | 0.61% | Reduce -0.2% | 149,096 | $9.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.4% | 146,565 | $9.7M |
| Family Firm, Inc. | 2.08% | Add +3.2% | 421,350 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +83.7% | 140,240 | $9.3M |
| Peak Financial Management, Inc. | 2.74% | Add +2.9% | 140,198 | $9.3M |
| Five Oceans Advisors | 4.43% | Reduce -0.1% | 139,224 | $9.3M |
| Apriem Advisors | 1.08% | Reduce -1.0% | 138,991 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 137,799 | $9.2M |
| SigFig Wealth Management, LLC | 0.32% | Reduce -1.1% | 184,518 | $8.9M |
| Prosperitas Financial LLC | 4.81% | Add +8.2% | 134,379 | $8.9M |
| RHS Financial, LLC | 4.49% | Reduce -2.2% | 133,998 | $8.9M |
| Sheets Smith Wealth Management | 1.07% | Reduce -1.9% | 131,335 | $8.7M |
| Embree Financial Group | 1.54% | Add +1.8% | 130,127 | $8.7M |
| Brooklyn FI, LLC | 3.04% | Add +5.7% | 129,678 | $8.6M |
| Liberty Capital Management, Inc. | 1.90% | Reduce -0.1% | 129,273 | $8.6M |
| Sharkey, Howes & Javer | 1.22% | Reduce -5.4% | 128,555 | $8.6M |
| Rockbridge Investment Management, LCC | 1.10% | Reduce -15.4% | 127,742 | $8.5M |
| SRH Advisors, LLC | 2.54% | Add +1.1% | 125,782 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Add +4.4% | 124,710 | $8.3M |
| Pegasus Partners Ltd. | 0.77% | Reduce -0.6% | 124,098 | $8.3M |
| Fiduciary Trust Co | 0.11% | Reduce -1.4% | 123,192 | $8.2M |
| Islay Capital Management, LLC | 5.42% | Add +1.9% | 120,500 | $8.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +487.1% | 360,698 | $8.0M |
| Cwm, LLC | 0.03% | Reduce -1.4% | 118,814 | $7.9M |
| JMG Financial Group, Ltd. | 0.27% | Reduce -0.9% | 117,515 | $7.8M |
| Johnson Investment Counsel Inc. | 0.08% | Add +1.4% | 115,885 | $7.7M |
| Mitchell Sinkler & Starr | 1.92% | Reduce -3.4% | 114,575 | $7.6M |
| Main Street Financial Solutions, LLC | 0.68% | Reduce -3.7% | 111,697 | $7.4M |
| Valley Forge Investment Consultants Inc. Adv | 2.59% | Reduce -15.9% | 111,661 | $7.4M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -4.3% | 110,590 | $7.4M |
| Joseph P. Lucia & Associates, LLC | 3.38% | Add +6.4% | 110,486 | $7.3M |
| Curbstone Financial Management Corp | 1.57% | Reduce -4.4% | 110,314 | $7.3M |
| Orcam Financial Group | 7.10% | Add +0.5% | 110,185 | $7.3M |
| Blueprint Investment Partners LLC | 1.30% | Add +6.2% | 107,706 | $7.2M |
| Tudor Investment Corporation | 0.07% | Add +374.9% | 102,710 | $6.8M |
| CVA Family Office, LLC | 1.09% | Add +2.8% | 101,241 | $6.7M |
| Valmark Advisers, Inc. | 0.10% | Add +1.5% | 99,974 | $6.7M |
| Arcadia Investment Advisors LLC | 3.51% | Reduce -1.7% | 98,511 | $6.6M |
| Destination Wealth Management | 0.20% | Reduce -1.2% | 98,413 | $6.5M |
| Ahl Investment Management, Inc. | 4.41% | Add +15.2% | 96,106 | $6.4M |
| Fagan Associates, Inc. | 1.07% | Add +15.7% | 95,739 | $6.4M |
| Wilson & Boucher Capital Management, LLC | 4.31% | Add +0.6% | 94,094 | $6.3M |
| FFT Wealth Management LLC | 0.47% | Add +4.5% | 93,878 | $6.2M |
| Equita Financial Network, Inc. | 2.28% | Add +0.5% | 93,643 | $6.2M |
| Walter & Keenan Wealth Management LLC /in/ | 1.86% | Add +0.6% | 92,093 | $6.1M |
| Ballast Advisors LLC | 1.87% | Reduce -3.6% | 90,864 | $6.0M |
| Souders Financial Advisors | 0.84% | Add +1.6% | 90,630 | $6.0M |
| ProVise Management Group, LLC | 0.47% | Add +1.2% | 89,218 | $5.9M |
| Advus Financial Partners, LLC | 1.68% | Reduce -1.8% | 88,424 | $5.9M |
| Wade Financial Advisory, Inc | 1.98% | Add +0.0% | 88,369 | $5.9M |
| Mairs & Power Inc. | 0.05% | Reduce -0.9% | 87,082 | $5.8M |
| AQR Capital Management | 0.01% | Add +1.5% | 87,009 | $5.8M |
| Brightwater Advisory LLC | 4.24% | Reduce -1.1% | 86,699 | $5.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.98% | Add +0.7% | 85,007 | $5.7M |
| PFG Advisors | 0.36% | Add +0.8% | 84,751 | $5.6M |
| Cardiff Park Advisors, LLC | 0.51% | Add +0.7% | 84,340 | $5.6M |
| MAI Capital Management | 0.05% | Add +1.8% | 84,046 | $5.6M |
| Creekside Partners | 2.87% | Add +1.1% | 83,452 | $5.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 82,945 | $5.5M |
| SeaCrest Wealth Management, LLC | 0.59% | Add +3.7% | 82,873 | $5.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 82,415 | $5.5M |
| Whitener Capital Management, Inc. | 1.55% | Reduce -2.4% | 82,329 | $5.5M |
| Blair William & Co. | 0.02% | Add +33.8% | 81,549 | $5.4M |
| Red Door Wealth Management, LLC | 0.90% | Add +0.4% | 81,419 | $5.4M |
| Garrison Asset Management, LLC | 2.73% | Reduce -3.1% | 80,785 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.39% | Reduce -0.1% | 80,588 | $5.4M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +11.7% | 80,584 | $5.4M |
| Quadrant Capital Group LLC | 0.37% | Add +10.9% | 79,289 | $5.3M |
| Summit Wealth & Retirement Planning, Inc. | 1.67% | Add +0.5% | 78,670 | $5.2M |
| KCM Investment Advisors LLC | 0.18% | Add +0.0% | 77,621 | $5.2M |
| Pullen Investment Management, LLC | 3.74% | Reduce -0.2% | 77,007 | $5.1M |
| Farnam Financial LLC | 5.61% | — | 76,821 | $5.1M |
| Mutual Advisors, LLC | 0.15% | Add +201.7% | 226,899 | $5.1M |
| Wrenne Financial Planning LLC | 3.02% | Add +3.8% | 76,073 | $5.1M |
| Axos Invest Inc. | 3.46% | — | 75,977 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -5.1% | 75,827 | $5.0M |
| Sawgrass Asset Management LLC | 0.52% | Add +23.8% | 75,717 | $5.0M |
| Cassady Schiller Wealth Management, LLC | 1.84% | Reduce -0.2% | 75,654 | $5.0M |
| Strategic Financial Concepts, LLC | 1.59% | Reduce -98.4% | 75,235 | $5.0M |
| Rappaport Reiches Capital Management, LLC | 1.33% | Add +16.6% | 75,046 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.91% | Reduce -3.0% | 74,751 | $5.0M |
| Firestone Capital Management | 1.22% | Add +3.7% | 73,043 | $4.9M |
| Debussy Capital Management LP | 1.41% | Reduce -1.6% | 73,023 | $4.9M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | Add +0.9% | 72,301 | $4.8M |
| Successful Portfolios LLC | 3.25% | Add +0.6% | 72,259 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +0.7% | 71,877 | $4.8M |
| Diversified Portfolios, Inc. | 0.50% | Reduce -0.4% | 71,370 | $4.7M |
| RKL Wealth Management LLC | 0.42% | Reduce -12.6% | 70,357 | $4.7M |
| Seed Wealth Management, Inc. | 3.72% | Reduce -2.6% | 69,831 | $4.6M |
| Parallel Advisors, LLC | 0.11% | Add +0.6% | 69,797 | $4.6M |
| Altfest L J & Co. Inc. | 0.61% | Reduce -25.3% | 69,295 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +0.2% | 69,151 | $4.6M |
| IHT Wealth Management, LLC | 0.13% | Add +63.1% | 69,601 | $4.6M |
| Chesapeake Wealth Management | 1.56% | Add +0.3% | 68,609 | $4.6M |
| NYL Investors LLC | 0.29% | Add +2.1% | 67,700 | $4.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.4% | 67,582 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +33.4% | 67,519 | $4.5M |
| Rosenberg Matthew Hamilton | 1.16% | Add +0.3% | 66,422 | $4.4M |
| Cypress Point Wealth Management, LLC | 1.73% | Reduce -1.6% | 66,119 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -6.6% | 65,904 | $4.4M |
| Opus Capital Group, LLC | 0.55% | Reduce -1.6% | 65,781 | $4.4M |
| Venture Visionary Partners LLC | 0.19% | Reduce -0.8% | 65,645 | $4.4M |
| Silver Oak Advisory Group, Inc. | 2.20% | Reduce -0.6% | 64,526 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -2.4% | 64,436 | $4.3M |
| Berkshire Asset Management LLC | 0.21% | No change | 66,915 | $4.2M |
| Clear Point Advisors Inc. | 3.23% | Reduce -1.4% | 62,900 | $4.2M |
| Pinnacle Family Advisors, LLC | 2.14% | Reduce -6.0% | 62,183 | $4.1M |
| Cordant, Inc. | 2.11% | Reduce -4.9% | 62,082 | $4.1M |
| Asset Dedication, LLC | 0.28% | Reduce -3.6% | 61,890 | $4.1M |
| Long Island Wealth Management, Inc. | 2.69% | Add +0.1% | 61,604 | $4.1M |
| Cozad Asset Management Inc. | 0.39% | Add +0.3% | 61,557 | $4.1M |
| Aspire Capital Advisors LLC | 1.22% | Reduce -0.1% | 61,539 | $4.1M |
| Compass Ion Advisors, LLC | 0.50% | Add +0.5% | 61,282 | $4.1M |
| Benchmark Wealth Management, LLC | 2.01% | Add +5.7% | 61,142 | $4.1M |
| REDW Wealth LLC | 1.04% | Reduce -0.5% | 60,847 | $4.0M |
| Kiley Juergens Wealth Management, LLC | 1.03% | Add +0.4% | 59,727 | $4.0M |
| Crestwood Advisors Group, LLC | 0.08% | Add +1.1% | 59,682 | $4.0M |
| Koshinski Asset Management, Inc. | 0.34% | Reduce -1.4% | 58,931 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +17.5% | 70,226 | $3.9M |
| Planning Alternatives Ltd. | 0.59% | Reduce -0.3% | 58,069 | $3.9M |
| Highland Capital Management, LLC | 0.22% | Reduce -0.0% | 57,503 | $3.8M |
| Arax Advisory Partners | 0.34% | Reduce -0.8% | 57,171 | $3.8M |
| Ironwood Wealth Management, LLC. | 1.14% | Reduce -1.8% | 57,121 | $3.8M |
| Spreng Capital Management, Inc. | 1.81% | Reduce -51.7% | 56,842 | $3.8M |
| Novare Capital Management LLC | 0.32% | Reduce -1.9% | 56,624 | $3.8M |
| Atlas Capital Advisors Inc. | 0.57% | Add +3.4% | 56,014 | $3.7M |
| MBA Advisors LLC | 1.79% | Add +1.7% | 55,926 | $3.7M |
| Avalon Advisory Group | 1.68% | No change | 55,637 | $3.7M |
| Brookstone Capital Management | 0.05% | Add +82.2% | 55,454 | $3.7M |
| Granite Investment Partners, LLC | 0.16% | Reduce -2.8% | 55,387 | $3.7M |
| Tortoise Investment Management, LLC | 0.38% | No change | 55,162 | $3.7M |
| Krilogy Financial LLC | 0.25% | Reduce -1.7% | 55,140 | $3.7M |
| Naples Global Advisors, LLC | 0.33% | Reduce -1.2% | 54,140 | $3.6M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Reduce -23.0% | 53,956 | $3.6M |
| Fort Pitt Capital Group, LLC | 0.10% | Reduce -0.6% | 53,813 | $3.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -0.5% | 55,205 | $3.5M |
| WealthCollab, LLC | 2.33% | Reduce -0.8% | 53,210 | $3.5M |
| CRA Financial Services, LLC | 0.65% | Reduce -0.7% | 53,024 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +9.1% | 51,680 | $3.4M |
| Wealth Group Ltd | 0.99% | Reduce -0.4% | 51,262 | $3.4M |
| Game Plan Financial Advisors, LLC | 1.82% | Add +0.6% | 51,255 | $3.4M |
| Independent Solutions Wealth Management, LLC | 0.76% | Reduce -10.4% | 50,726 | $3.4M |
| Leo Wealth, LLC | 0.31% | Add +0.1% | 50,482 | $3.4M |
| Planning Capital Management Corp | 2.22% | Reduce -0.7% | 50,261 | $3.3M |
| Seaside Wealth Management, Inc. | 1.25% | Reduce -7.4% | 49,518 | $3.3M |
| Citigroup Inc. | 0.00% | Add +301.3% | 48,666 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +5.0% | 48,663 | $3.2M |
| Signaturefd, LLC | 0.06% | Add +0.7% | 48,516 | $3.2M |
| Choreo, LLC | 0.05% | Reduce -0.4% | 48,837 | $3.2M |
| Pineridge Advisors LLC | 1.21% | Add +1.3% | 48,234 | $3.2M |
| CHB Investment Group, LLC | 1.70% | — | 48,099 | $3.2M |
| RTD Financial Advisors, Inc. | 0.40% | Reduce -1.6% | 48,045 | $3.2M |
| Csenge Advisory Group | 0.17% | Add +197.8% | 142,196 | $3.2M |
| Global Retirement Partners, LLC | 0.09% | Add +7.2% | 46,966 | $3.1M |
| L. Roy Papp & Associates, LLP | 0.38% | Add +3.7% | 46,942 | $3.1M |
| John W. Brooker & Co., CPAs | 1.43% | Reduce -0.1% | 46,817 | $3.1M |
| Cambridge Advisors Inc. | 0.67% | Reduce -2.6% | 46,251 | $3.1M |
| Private Portfolio Partners LLC | 0.57% | New | 46,071 | $3.1M |
| Sachetta, LLC | 1.21% | Add +11.9% | 46,002 | $3.1M |
| Lokken Investment Group LLC | 1.24% | Add +8.7% | 44,734 | $3.0M |
| DHJJ Financial Advisors, Ltd. | 1.17% | Reduce -1.6% | 44,432 | $3.0M |
| Cambridge Financial Group, LLC | 1.22% | Reduce -7.0% | 44,157 | $2.9M |
| Financial Designs Corp | 1.89% | Reduce -5.4% | 44,112 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -10.1% | 43,582 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.75% | Reduce -20.2% | 42,926 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 42,921 | $2.9M |
| RVW Wealth, LLC | 0.27% | Add +0.1% | 42,881 | $2.9M |
| FAS Wealth Partners, Inc. | 0.23% | Add +6.9% | 42,766 | $2.8M |
| Donaldson Capital Management, LLC | 0.11% | Add +7.1% | 42,575 | $2.8M |
| Sigma Investment Counselors Inc. | 0.17% | Add +5.0% | 42,552 | $2.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +19.3% | 42,549 | $2.8M |
| McCarthy Asset Management, Inc. | 1.75% | Reduce -2.6% | 42,225 | $2.8M |
| Prestige Wealth Management Group LLC | 0.58% | Reduce -7.8% | 42,154 | $2.8M |
| TAP Consulting, LLC | 0.54% | Add +3.5% | 41,578 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.65% | Add +0.7% | 41,522 | $2.8M |
| Mather Group, Llc. | 0.04% | Reduce -6.1% | 41,515 | $2.8M |
| ZWJ Investment Counsel Inc. | 0.11% | Reduce -1.1% | 41,350 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | Reduce -2.9% | 40,740 | $2.7M |
| Salem Investment Counselors Inc. | 0.08% | Add +0.1% | 40,536 | $2.7M |
| Red Tortoise LLC | 1.36% | Add +5.2% | 40,502 | $2.7M |
| Private Capital Management LLC | 0.49% | Reduce -0.6% | 40,338 | $2.7M |
| Financial Consulate, Inc. | 0.71% | Add +1.3% | 40,190 | $2.7M |
| Independent Advisor Alliance | 0.10% | Reduce -33.9% | 40,154 | $2.7M |
| Carret Asset Management, LLC | 0.29% | Add +3.9% | 40,113 | $2.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +25.8% | 39,933 | $2.7M |
| Elevation Wealth Partners, LLC | 1.14% | Add +0.2% | 39,875 | $2.7M |
| Smith, Moore & Co. | 0.25% | Reduce -0.6% | 39,399 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.5% | 39,377 | $2.6M |
| EWG Elevate Inc. | 1.05% | Reduce -73.5% | 39,221 | $2.6M |
| Silver Oak Securities, Incorporated | 0.27% | Add +293.0% | 37,986 | $2.5M |
| Boltwood Capital Management | 0.74% | Reduce -14.6% | 37,673 | $2.5M |
| Financial Management Professionals, Inc. | 0.31% | Reduce -12.2% | 37,630 | $2.5M |
| Mason & Associates, LLC | 0.76% | Reduce -1.8% | 37,551 | $2.5M |
| Elser Financial Planning, Inc | 3.60% | Reduce -4.8% | 37,337 | $2.5M |
| Lincoln Capital Corp. | 1.01% | Add +1.1% | 37,107 | $2.5M |
| Lake Street Advisors Group, LLC | 0.11% | No change | 36,578 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -2.7% | 36,323 | $2.4M |
| Planned Solutions, Inc. | 0.98% | Add +12.0% | 36,308 | $2.4M |
| Western Wealth Management, LLC | 0.14% | Add +50.4% | 36,273 | $2.4M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -5.0% | 35,992 | $2.4M |
| Great Waters Wealth Management | 0.32% | Reduce -2.2% | 35,721 | $2.4M |
| Values Added Financial LLC | 1.50% | Reduce -1.4% | 35,700 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.49% | Add +0.0% | 35,685 | $2.4M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.5% | 35,418 | $2.4M |
| West Paces Advisors Inc. | 0.58% | Reduce -1.7% | 35,331 | $2.4M |
| One Capital Management, LLC | 0.07% | Add +6.8% | 35,309 | $2.3M |
| Ami Investment Management Inc. | 0.79% | Reduce -2.7% | 34,979 | $2.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -22.7% | 34,392 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.24% | Reduce -3.4% | 34,207 | $2.3M |
| Capital Advisors Inc. | 0.05% | Reduce -1.1% | 33,814 | $2.2M |
| James Investment Research, Inc. | 0.26% | Add +3.2% | 33,626 | $2.2M |
| Bigelow Investment Advisors, LLC | 0.99% | Reduce -6.3% | 33,522 | $2.2M |
| Skyline Advisors, Inc. | 0.92% | Add +0.0% | 33,490 | $2.2M |
| Essex LLC | 0.46% | Reduce -0.1% | 33,460 | $2.2M |
| Foster Group, Inc. | 0.08% | Add +1.7% | 33,346 | $2.2M |
| waypoint wealth counsel | 1.50% | Add +1.9% | 33,242 | $2.2M |
| Asset Management Group, Inc. | 0.31% | Add +1.8% | 33,108 | $2.2M |
| Triangle Securities Wealth Management | 0.57% | Reduce -2.3% | 33,089 | $2.2M |
| Meritage Portfolio Management | 0.13% | Add +41.4% | 32,669 | $2.2M |
| Segment Wealth Management, LLC | 0.15% | Reduce -2.3% | 32,417 | $2.2M |
| YHB Investment Advisors, Inc. | 0.18% | Reduce -0.4% | 32,409 | $2.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.05% | Reduce -4.4% | 32,370 | $2.2M |
| WFA of San Diego, LLC | 1.82% | Reduce -4.1% | 32,260 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +0.1% | 31,642 | $2.1M |
| SageView Advisory Group, LLC | 0.11% | Reduce -1.9% | 31,441 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.6% | 31,174 | $2.1M |
| Cross Staff Investments Inc | 1.58% | Add +7.0% | 30,830 | $2.1M |
| Van Cleef Asset Management,Inc | 0.23% | Reduce -2.4% | 30,816 | $2.0M |
| Gleason Group, Inc. | 0.37% | Add +0.7% | 30,713 | $2.0M |
| Traphagen Investment Advisors LLC | 0.20% | Add +0.3% | 30,392 | $2.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.85% | Reduce -3.0% | 30,312 | $2.0M |
| Mayfair Advisory Group, LLC | 1.26% | Add +33.7% | 29,990 | $2.0M |
| Advisory Alpha, LLC | 0.07% | Reduce -0.8% | 29,742 | $2.0M |
| CGN Advisors LLC | 0.20% | Reduce -27.9% | 29,557 | $2.0M |
| Texas Yale Capital Corp. | 0.09% | No change | 29,410 | $2.0M |
| Operose Advisors LLC | 0.63% | Add +0.6% | 29,171 | $1.9M |
| Weik Capital Management | 0.78% | Reduce -1.2% | 29,100 | $1.9M |
| Holderness Investments Co. | 0.42% | Add +18.2% | 28,883 | $1.9M |
| Geometric Wealth Advisors | 0.35% | Reduce -4.3% | 28,709 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Add +5.8% | 34,196 | $1.9M |
| ARK & TLK Investments, LLC | 0.68% | Reduce -0.1% | 28,574 | $1.9M |
| Hendershot Investments Inc. | 0.26% | Add +1.5% | 28,510 | $1.9M |
| Axiom Advisory, LLC | 0.02% | Add +1.9% | 29,505 | $1.9M |
| Mgo One Seven LLC | 0.08% | Add +2.4% | 28,322 | $1.9M |
| Howe & Rusling Inc. | 0.16% | Add +0.1% | 28,205 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +0.5% | 27,861 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.42% | No change | 27,538 | $1.8M |
| First National Bank of Mount Dora, Trust Investment Services | 0.41% | No change | 27,313 | $1.8M |
| Panoramic Investment Advisors, LLC | 1.25% | — | 27,195 | $1.8M |
| Adams Wealth Management | 0.39% | Add +6.2% | 27,072 | $1.8M |
| CacheTech Inc. | 0.39% | Add +6.2% | 27,072 | $1.8M |
| Thrive Wealth Management, LLC | 0.33% | Add +3.2% | 26,730 | $1.8M |
| Barden Capital Management, Inc. | 1.55% | Add +4.4% | 26,458 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +1.6% | 26,398 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.4% | 26,298 | $1.7M |
| Blossom Wealth Management | 3.52% | Add +3.2% | 26,275 | $1.7M |
| BSW Wealth Partners | 0.26% | Reduce -5.6% | 26,168 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.0% | 26,160 | $1.7M |
| Gradient Capital Advisors, LLC | 0.57% | Add +0.6% | 26,086 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.33% | Reduce -5.6% | 26,071 | $1.7M |
| Aspiriant, LLC | 0.07% | Add +5.3% | 26,051 | $1.7M |
| Exchange Bank | 1.41% | No change | 26,000 | $1.7M |
| Modus Advisors, LLC | 0.57% | Add +0.0% | 25,980 | $1.7M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -15.3% | 25,942 | $1.7M |
| Advisory Services Network, LLC | 0.04% | No change | 27,345 | $1.7M |
| Gray Wealth Management Inc. | 0.67% | Reduce -3.1% | 25,689 | $1.7M |
| Main Street Group, LTD | 0.76% | Reduce -10.8% | 25,664 | $1.7M |
| SOL Capital Management CO | 0.19% | Add +2.4% | 25,222 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 24,988 | $1.7M |
| Selective Wealth Management, Inc. | 0.69% | No change | 25,028 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +35.3% | 24,660 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +35.3% | 24,660 | $1.6M |
| Waypoint Wealth Partners Inc. | 0.44% | No change | 24,646 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +26.0% | 24,413 | $1.6M |
| ELCO Management Co., LLC | 0.88% | Add +24.2% | 24,350 | $1.6M |
| Everstar Asset Management, LLC | 1.11% | — | 24,326 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.4% | 24,153 | $1.6M |
| Newman Dignan & Sheerar, Inc. | 0.38% | Add +216.2% | 71,485 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.5% | 24,078 | $1.6M |
| Fiduciary Group, LLC | 0.16% | Reduce -35.5% | 23,776 | $1.6M |
| Smith & Howard Wealth Management, LLC | 0.44% | No change | 23,407 | $1.6M |
| Guardian Wealth Management, Inc. | 1.09% | Reduce -3.1% | 23,197 | $1.5M |
| S.A. Mason LLC | 0.82% | Add +0.0% | 23,175 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -6.9% | 22,984 | $1.5M |
| FSM Wealth Advisors, LLC | 0.41% | Add +42.0% | 22,963 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -4.6% | 22,527 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.25% | Reduce -7.8% | 22,489 | $1.5M |
| Ritholtz Wealth Management | 0.05% | Reduce -0.3% | 22,478 | $1.5M |
| Signature Resources Capital Management, LLC | 1.37% | Reduce -3.1% | 22,450 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 22,397 | $1.5M |
| Bogart Wealth, LLC | 0.07% | Reduce -4.8% | 22,299 | $1.5M |
| Summit Financial, LLC | 0.06% | Add +242.9% | 22,240 | $1.5M |
| B&D White Capital Company, LLC | 0.25% | Add +8.8% | 21,978 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.38% | Add +468.9% | 21,778 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +0.6% | 21,705 | $1.4M |
| Fonville Wealth Management LLC | 0.50% | Reduce -3.8% | 21,602 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.13% | Reduce -2.3% | 21,281 | $1.4M |
| Clark Asset Management, LLC | 0.30% | Add +82.3% | 21,179 | $1.4M |
| Peachtree Investment Partners, LLC | 0.53% | Add +0.3% | 21,168 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -5.1% | 20,979 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -4.8% | 20,651 | $1.4M |
| Disciplined Investments, LLC | 0.68% | No change | 20,624 | $1.4M |
| Continuum Advisory, LLC | 0.17% | Add +201.3% | 59,077 | $1.4M |
| Northwest Capital Management Inc | 0.49% | No change | 20,246 | $1.3M |
| PDS Planning, Inc | 0.12% | Add +281.9% | 20,204 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.44% | Add +18.8% | 20,135 | $1.3M |
| Wealth Architects, LLC | 0.15% | Add +0.1% | 20,044 | $1.3M |
| Curi Capital, LLC | 0.03% | Add +0.8% | 19,773 | $1.3M |
| Gateway Advisory, LLC | 0.21% | Add +0.0% | 19,755 | $1.3M |
| BNC Wealth Management, LLC | 0.48% | Reduce -7.9% | 19,654 | $1.3M |
| Bailard, Inc. | 0.03% | Add +0.1% | 19,649 | $1.3M |
| Keybank National Association | 0.01% | No change | 19,636 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +6.8% | 19,612 | $1.3M |
| Facet Wealth, Inc. | 0.04% | Add +226.5% | 58,671 | $1.3M |
| West Coast Financial LLC | 0.14% | No change | 19,450 | $1.3M |
| Eley Financial Management, Inc | 0.52% | Add +0.3% | 19,430 | $1.3M |
| Callahan Advisors, LLC | 0.13% | Add +6.7% | 19,345 | $1.3M |
| Physician Wealth Solutions Inc. | 0.64% | Add +241.6% | 56,871 | $1.3M |
| Creegan & Nassoura Financial Group, LLC | 0.80% | No change | 19,150 | $1.3M |
| Evermay Wealth Management LLC | 0.20% | Reduce -0.8% | 18,989 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +5.9% | 18,873 | $1.3M |
| Bank of Montreal | 0.00% | Add +67.5% | 18,870 | $1.2M |
| HRT Financial LP | 0.01% | Add +109.5% | 18,709 | $1.2M |
| VERITY Wealth Advisors | 0.87% | No change | 18,696 | $1.2M |
| Smithbridge Asset Management Inc. | 0.21% | Reduce -4.3% | 18,364 | $1.2M |
| Cahill Wealth Management, LLC | 0.63% | Reduce -19.3% | 18,363 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.16% | No change | 18,343 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 18,167 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | No change | 18,163 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +86.9% | 18,090 | $1.2M |
| Shorepoint Capital Partners LLC | 0.27% | Reduce -4.0% | 17,986 | $1.2M |
| Earned Wealth Advisors, LLC | 0.36% | Reduce -1.1% | 17,917 | $1.2M |
| Morling Financial Advisors, LLC | 0.45% | Reduce -2.5% | 17,906 | $1.2M |
| Seascape Capital Management | 0.42% | Reduce -6.1% | 17,821 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 17,814 | $1.2M |
| Smith Salley Wealth Management | 0.08% | No change | 17,798 | $1.2M |
| &partners | 0.02% | Add +228.9% | 17,677 | $1.2M |
| Sterling Group Wealth Management, LLC | 0.62% | Add +0.6% | 17,567 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.29% | Reduce -11.6% | 17,519 | $1.2M |
| Brighton Jones LLC | 0.04% | Reduce -78.4% | 17,457 | $1.2M |
| Chilton Capital Management LLC | 0.05% | Add +0.8% | 17,248 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.3% | 17,118 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -0.4% | 17,105 | $1.1M |
| Diversify Wealth Management, LLC | 0.11% | Add +160.5% | 50,950 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.49% | Reduce -21.4% | 17,048 | $1.1M |
| Grant Street Asset Management, Inc. | 0.33% | Reduce -4.8% | 16,815 | $1.1M |
| Grant/GrossMendelsohn, LLC | 0.48% | Reduce -0.2% | 16,752 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.0% | 16,634 | $1.1M |
| D'Orazio & Associates, Inc. | 0.16% | Add +0.5% | 16,584 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +0.6% | 16,521 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.5% | 16,504 | $1.1M |
| Diligent Investors, LLC | 0.25% | Reduce -0.3% | 16,476 | $1.1M |
| World Investment Advisors | 0.03% | Add +119.5% | 16,470 | $1.1M |
| Reliant Wealth Planning | 0.47% | Reduce -3.9% | 16,357 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.31% | Reduce -9.2% | 15,986 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.35% | Add +0.5% | 15,908 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +13.8% | 15,880 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -14.3% | 15,848 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 15,718 | $1.0M |
| EPIQ Capital Group, LLC | 0.30% | Add +0.6% | 15,666 | $1.0M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.1% | 15,634 | $1.0M |
| McAdam, LLC | 0.06% | Reduce -0.4% | 15,590 | $1.0M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -8.5% | 15,517 | $1.0M |
| Bell Investment Advisors, Inc | 0.19% | Reduce -19.4% | 15,509 | $1.0M |
| Midwest Financial Group LLC | 0.60% | Add +0.6% | 15,397 | $1.0M |
| Keebeck Wealth Management | 0.14% | Reduce -27.5% | 14,971 | $996K |
| Tudor Financial Inc. | 0.61% | — | 14,970 | $996K |
| Traveka Wealth, LLC | 0.50% | No change | 14,936 | $994K |
| Waterloo Capital, L.P. | 0.11% | Reduce -0.1% | 14,690 | $977K |
| CX Institutional | 0.04% | Add +2.5% | 14,624 | $973K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 14,602 | $971K |
| Indie Asset Partners, LLC | 0.72% | Add +0.3% | 14,546 | $968K |
| Mason & Associates Inc | 0.24% | Reduce -1.1% | 14,410 | $959K |
| Capital Advisors, Ltd. LLC | 0.12% | Add +2.3% | 14,389 | $957K |
| Colorado Capital Management, Inc. | 0.47% | Add +0.3% | 14,311 | $952K |
| Joule Financial, LLC | 0.35% | Reduce -9.8% | 14,289 | $951K |
| Exchange Capital Management, Inc. | 0.15% | Reduce -13.1% | 14,136 | $940K |
| Mengis Capital Management, Inc. | 0.19% | Add +0.1% | 14,087 | $937K |
| Ieq Capital, LLC | 0.01% | Add +33.0% | 14,067 | $936K |
| Voisard Asset Management Group, Inc. | 0.39% | New | 14,060 | $935K |
| Barrett & Company, Inc. | 0.40% | Add +0.3% | 13,805 | $918K |
| Muirfield Wealth Advisors LLC | 0.78% | Add +0.8% | 13,760 | $915K |
| Platte River Wealth Advisors, LLC | 0.24% | Add +0.0% | 13,679 | $910K |
| Charles Schwab Trust Co | 0.08% | New | 13,574 | $903K |
| Greenleaf Trust | 0.01% | Reduce -22.8% | 13,526 | $900K |
| Burkett Financial Services, LLC | 0.37% | Add +1.4% | 13,482 | $897K |
| Econ Financial Services Corp | 0.50% | Add +0.9% | 13,457 | $895K |
| Carnegie Investment Counsel | 0.03% | Add +1.5% | 13,392 | $891K |
| Simon Quick Advisors, LLC | 0.06% | Reduce -3.6% | 13,334 | $887K |
| Waycross Investment Management Co | 0.81% | No change | 13,300 | $885K |
| Missouri Trust & Investment Co | 0.31% | Reduce -23.9% | 13,294 | $884K |
| Citizens Financial Group Inc. | 0.02% | Add +3.7% | 13,290 | $884K |
| Premier Path Wealth Partners, LLC | 0.14% | Add +0.0% | 13,215 | $879K |
| LaSalle St. Investment Advisors, LLC | 0.34% | Add +0.1% | 13,157 | $875K |
| Concurrent Investment Advisors, LLC | 0.03% | New | 13,028 | $867K |
| Bowie Capital Management, LLC | 0.05% | No change | 13,000 | $865K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 13,000 | $865K |
| Tompkins Financial Corp. | 0.08% | No change | 12,998 | $865K |
| Quadrant Private Wealth Management, LLC | 0.21% | Reduce -1.9% | 12,958 | $862K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -12.3% | 12,923 | $860K |
| Farrow Financial, Inc. | 0.54% | Reduce -2.0% | 12,919 | $859K |
| FF Advisors,LLC | 0.56% | Add +234.7% | 38,047 | $859K |
| Dock Street Asset Management Inc. | 0.12% | Reduce -0.6% | 12,867 | $856K |
| Marquette Associates, Inc. | 0.62% | No change | 12,855 | $855K |
| CW Advisors, LLC | 0.01% | Add +1.0% | 12,662 | $842K |
| Summit Place Financial Advisors, LLC | 0.47% | Add +1.5% | 12,583 | $837K |
| Legacy Wealth Management, LLC | 0.05% | Reduce -0.4% | 12,429 | $827K |
| Northern Capital Management, Inc. | 0.52% | Reduce -8.5% | 12,418 | $826K |
| Burton Enright Welch | 0.18% | Reduce -2.3% | 12,409 | $825K |
| Diversified Trust Co. | 0.02% | Add +7.7% | 12,310 | $819K |
| R. W. Roge & Company, Inc. | 0.44% | No change | 12,303 | $818K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +0.0% | 12,286 | $817K |
| Financial Advocates Investment Management | 0.05% | Reduce -2.4% | 12,277 | $817K |
| Bridgewater Advisors Inc. | 0.09% | Add +202.2% | 36,324 | $816K |
| Axxcess Wealth Management, LLC | 0.02% | Add +33.0% | 12,158 | $809K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.0% | 12,140 | $808K |
| Phocas Financial Corp. | 0.09% | Reduce -5.3% | 12,139 | $807K |
| Mission Creek Capital Partners, Inc. | 0.19% | Reduce -1.8% | 12,122 | $806K |
| Horan Securities, Inc. | 0.31% | Reduce -5.4% | 12,075 | $803K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.5% | 35,407 | $799K |
| Oarsman Capital, Inc. | 0.15% | Add +48.1% | 11,959 | $796K |
| Schrum Private Wealth Management LLC | 0.41% | Add +100.0% | 11,900 | $792K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.3% | 11,874 | $790K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.6% | 11,805 | $785K |
| One Day In July LLC | 0.09% | No change | 11,743 | $781K |
| CAP Partners, LLC | 0.58% | Reduce -2.1% | 11,743 | $781K |
| Brio Consultants, LLC | 0.12% | Add +126.0% | 11,737 | $781K |
| Townsend Asset Management Corp. /NC/ | 0.29% | Reduce -2.8% | 11,668 | $776K |
| Wealthstream Advisors, Inc. | 0.14% | Reduce -1.4% | 11,625 | $773K |
| Hudock, Inc. | 0.13% | Add +0.4% | 11,592 | $771K |
| MCF Advisors LLC | 0.05% | No change | 11,492 | $764K |
| Consilium Wealth Advisory, LLC | 0.42% | No change | 11,490 | $764K |
| Westmount Partners, LLC | 0.23% | Add +0.3% | 11,299 | $752K |
| Evanson Asset Management, LLC | 0.05% | Add +1.8% | 11,285 | $751K |
| Fulcrum Equity Management | 0.63% | Add +6.3% | 11,192 | $744K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.3% | 11,060 | $736K |
| Tidal Investments LLC | 0.01% | New | 11,031 | $734K |
| Larson Financial Group LLC | 0.04% | Reduce -40.2% | 10,883 | $724K |
| Sanctuary Advisors, LLC | 0.00% | Add +194.9% | 30,939 | $719K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.1% | 10,792 | $718K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 10,786 | $717K |
| Horizon Investment Services, LLC | 0.31% | Add +1.9% | 10,778 | $717K |
| Townsquare Capital LLC | 0.01% | Add +0.8% | 10,706 | $712K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +4.5% | 10,678 | $710K |
| Patton Albertson Miller Group, LLC | 0.10% | Reduce -0.5% | 10,618 | $706K |
| Ironwood Investment Counsel, LLC | 0.12% | No change | 10,606 | $706K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 10,574 | $703K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -4.8% | 10,446 | $695K |
| Abacus Planning Group, Inc. | 0.12% | Add +0.2% | 10,370 | $690K |
| Smith Anglin Financial, LLC | 0.07% | Reduce -27.5% | 10,330 | $687K |
| QRG Capital Management, Inc. | 0.01% | Add +0.3% | 10,319 | $686K |
| Stockman Wealth Management, Inc. | 0.11% | Reduce -8.0% | 10,318 | $686K |
| Altus Wealth Management, LLC | 0.32% | Add +3.3% | 10,315 | $686K |
| Denver PWM, LLC | 0.26% | Reduce -0.6% | 10,284 | $684K |
| S&co Inc. | 0.04% | No change | 10,260 | $682K |
| Foster & Motley Inc. | 0.04% | Reduce -1.8% | 10,217 | $680K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.6% | 10,126 | $674K |
| Plancorp, LLC | 0.03% | Add +0.3% | 10,101 | $672K |
| Continuum Wealth Advisors, LLC | 0.36% | New | 10,081 | $671K |
| Savvy Advisors, Inc. | 0.14% | Add +6.3% | 10,009 | $666K |
| Bantamac Capital, LLC | 0.32% | No change | 10,000 | $665K |
| Hills Bank & Trust Co | 0.05% | No change | 10,000 | $665K |
| Aletheian Wealth Advisors LLC | 0.38% | Reduce -11.2% | 9,847 | $655K |
| Twele Capital Management, Inc. | 0.14% | Reduce -0.6% | 9,846 | $655K |
| North Star Investment Management Corp. | 0.04% | No change | 9,784 | $651K |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.1% | 9,745 | $648K |
| Raymond James Trust N.A. | 0.01% | New | 9,732 | $647K |
| Baker Avenue Asset Management, LP | 0.02% | Add +3.2% | 9,630 | $641K |
| Builder Investment Group Inc. | 0.17% | Add +2.6% | 9,560 | $636K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -28.3% | 9,536 | $634K |
| FinTrust Capital Advisors, LLC | 0.11% | Add +0.2% | 9,364 | $623K |
| Prospera Financial Services Inc | 0.02% | Add +7.3% | 9,307 | $619K |
| Spire Wealth Management | 0.02% | Reduce -3.2% | 9,307 | $619K |
| Rehmann Capital Advisory Group | 0.04% | No change | 9,249 | $615K |
| Unique Wealth, LLC | 0.14% | Add +7.8% | 9,187 | $611K |
| TLWM | 0.12% | Reduce -7.5% | 9,168 | $610K |
| BlackRock, Inc. | 0.00% | — | 9,160 | $609K |
| Baker Tilly Wealth Management, LLC | 0.27% | Add +0.2% | 9,004 | $599K |
| AF Advisors, Inc. | 0.08% | Add +0.1% | 8,986 | $598K |
| Aquire Wealth Advisors, LLC | 0.19% | No change | 8,981 | $597K |
| West Financial Advisors, LLC | 0.11% | Reduce -2.7% | 8,806 | $586K |
| Weatherly Asset Management L. P. | 0.05% | No change | 8,805 | $586K |
| LGL Partners, LLC | 0.08% | Reduce -38.1% | 8,773 | $584K |
| GS Investments, Inc. | 0.26% | Reduce -1.7% | 8,731 | $581K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -15.6% | 8,609 | $573K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +0.6% | 8,586 | $571K |
| Armbruster Capital Management, Inc. | 0.11% | Add +0.2% | 8,552 | $569K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.6% | 8,544 | $568K |
| Ironwood Financial, llc | 0.12% | Reduce -8.4% | 8,537 | $568K |
| RIA Advisory Group LLC | 0.20% | — | 8,526 | $567K |
| Gilbert & Cook, Inc. | 0.08% | No change | 8,525 | $567K |
| Jane Street Group, LLC | 0.00% | Reduce -25.8% | 8,493 | $565K |
| AE Wealth Management LLC | 0.01% | Reduce -34.3% | 8,485 | $564K |
| Shakespeare Wealth Management, LLC | 0.15% | Reduce -1.2% | 8,466 | $563K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.8% | 8,459 | $563K |
| Kades & Cheifetz LLC | 0.32% | Reduce -0.3% | 8,422 | $560K |
| My Personal CFO, LLC | 0.31% | Add +0.2% | 8,388 | $558K |
| Crewe Advisors LLC | 0.06% | Add +3.4% | 8,362 | $556K |
| Nwam LLC | 0.03% | New | 8,351 | $556K |
| Jeppson Wealth Management, LLC | 0.20% | Add +0.6% | 8,304 | $552K |
| Apollon Wealth Management, LLC | 0.02% | Add +2.2% | 8,298 | $552K |
| OLIO Financial Planning | 0.23% | Add +1.3% | 9,873 | $552K |
| Traction Financial Partners, LLC | 0.43% | Reduce -18.1% | 8,291 | $552K |
| Acas, LLC | 0.45% | Reduce -0.3% | 8,264 | $550K |
| W.H. Cornerstone Investments Inc. | 0.37% | Reduce -7.8% | 8,225 | $547K |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Add +45.3% | 8,209 | $546K |
| Scott & Selber, Inc. | 0.17% | Add +16.5% | 8,209 | $546K |
| Greenline Partners, LLC | 0.08% | Add +1.3% | 8,155 | $543K |
| Washburn Capital Management, Inc. | 0.39% | Reduce -8.7% | 8,153 | $542K |
| Elm Partners Management LLC | 0.04% | Add +12.9% | 24,363 | $540K |
| Blankinship & Foster, LLC | 0.13% | Add +0.0% | 8,094 | $538K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.6% | 8,041 | $537K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +11.8% | 8,053 | $536K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -1.9% | 8,049 | $535K |
| Clarity Wealth Advisors, LLC | 0.16% | Reduce -3.5% | 8,048 | $535K |
| Sightline Wealth Advisors, LLC | 0.29% | Add +1.3% | 8,003 | $532K |
| Faithward Advisors, LLC | 0.09% | No change | 7,960 | $529K |
| Lanark Financial, Inc. | 0.04% | Add +2.4% | 7,961 | $529K |
| Paulson Wealth Management Inc. | 0.14% | Reduce -0.7% | 7,940 | $528K |
| Clay Northam Wealth Management, LLC | 0.36% | Reduce -0.6% | 7,932 | $528K |
| IRON Financial LLC | 0.29% | Reduce -0.9% | 7,923 | $527K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.1% | 7,914 | $526K |
| Dakota Wealth Management | 0.01% | Reduce -29.8% | 7,886 | $525K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 7,869 | $521K |
| Broadleaf Partners, LLC | 0.12% | Add +0.2% | 7,824 | $520K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.6% | 7,768 | $517K |
| Edge Capital Group, LLC | 0.02% | Reduce -17.1% | 7,751 | $516K |
| Summit Asset Management, LLC | 0.06% | Reduce -1.1% | 7,735 | $515K |
| Bordeaux Wealth Advisors LLC | 0.09% | No change | 7,701 | $512K |
| Hanover Advisors Inc. | 0.21% | Reduce -12.2% | 7,687 | $511K |
| Rock Point Advisors, LLC | 0.14% | Add +0.8% | 7,682 | $511K |
| Custos Family Office, LLC | 0.18% | Reduce -2.0% | 7,658 | $509K |
| Waterford Advisors, LLC | 0.26% | No change | 7,648 | $509K |
| Sterling Wealth Management, Inc. | 0.19% | Add +0.6% | 7,647 | $509K |
| Gainplan LLC | 0.24% | No change | 8,051 | $506K |
| Root Financial Partners, LLC | 0.08% | Reduce -45.6% | 7,567 | $503K |
| OneAscent Wealth Management LLC | 0.19% | New | 7,531 | $501K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +200.0% | 22,212 | $498K |
| Noble Family Wealth, LLC | 0.13% | Reduce -0.3% | 7,438 | $495K |
| Alaska Wealth Advisors, LLC | 0.07% | Reduce -4.4% | 7,417 | $493K |
| Planning Center, Inc. | 0.06% | Add +0.0% | 7,360 | $490K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +4.3% | 7,359 | $490K |
| Boston Financial Mangement LLC | 0.01% | Add +0.6% | 7,345 | $489K |
| Hirtle & Co., LLC | 0.02% | New | 7,279 | $484K |
| Penney Financial, LLC | 0.33% | No change | 7,252 | $482K |
| Naviter Wealth, LLC | 0.07% | No change | 7,232 | $481K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -0.1% | 7,231 | $481K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +38.1% | 7,229 | $481K |
| Argent Trust Co | 0.02% | Reduce -0.8% | 7,212 | $480K |
| Sovereign Financial Group, Inc. | 0.11% | Add +0.1% | 7,187 | $478K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 7,150 | $476K |
| Balentine LLC | 0.02% | No change | 7,078 | $471K |
| Heritage Financial Services, LLC | 0.06% | Reduce -5.9% | 7,071 | $470K |
| Shira Ridge Wealth Management | 0.24% | No change | 7,038 | $468K |
| Capital Analysts, LLC | 0.02% | Reduce -12.6% | 7,026 | $467K |
| Keener Financial Planning LLC | 0.30% | No change | 7,002 | $465K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 6,898 | $459K |
| Lakeridge Wealth Management LLC | 0.25% | Reduce -0.2% | 6,897 | $459K |
| LexAurum Advisors, LLC | 0.10% | Add +80.3% | 6,850 | $456K |
| Asset Allocation & Management Company, LLC | 0.28% | No change | 6,760 | $450K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.4% | 6,735 | $448K |
| Solutions 4 Wealth, Ltd | 0.87% | Add +0.2% | 6,716 | $447K |
| Evoke Wealth, LLC | 0.01% | New | 6,666 | $443K |
| Forum Financial Management, LP | 0.01% | Add +1.6% | 6,663 | $443K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.3% | 6,635 | $441K |
| Morris Financial Concepts, Inc. | 0.19% | No change | 6,620 | $440K |
| Total Investment Management Inc. | 0.05% | Add +0.4% | 6,599 | $439K |
| Aull & Monroe Investment Management Corp | 0.20% | Reduce -9.6% | 6,595 | $439K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -24.3% | 6,583 | $438K |
| Financial Futures Ltd Liability Co. | 0.25% | New | 6,572 | $437K |
| BetterWealth, LLC | 0.13% | No change | 6,565 | $437K |
| Garde Capital, Inc. | 0.03% | Reduce -4.1% | 6,515 | $433K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,442 | $429K |
| Sage Financial Group Inc. | 0.03% | Reduce -6.0% | 6,363 | $423K |
| Lederer & Associates Investment Counsel | 0.30% | No change | 6,333 | $421K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -0.0% | 6,223 | $414K |
| Everett Harris & Co. | 0.01% | Add +0.5% | 6,200 | $412K |
| Hardin Capital Partners, LLC | 0.23% | Add +1.0% | 6,147 | $408K |
| Telos Capital Management, Inc. | 0.04% | Add +0.6% | 6,125 | $407K |
| Regions Financial Corp. | 0.00% | Add +1.7% | 6,117 | $407K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -0.6% | 6,111 | $407K |
| Vickerman Investment Advisors, Inc. | 0.12% | Add +0.6% | 6,094 | $405K |
| Apella Capital, LLC | 0.02% | Add +6.5% | 6,143 | $405K |
| Hardy Reed LLC | 0.04% | No change | 6,062 | $403K |
| Seneca House Advisors | 0.17% | Add +0.5% | 6,030 | $401K |
| Royal Capital Wealth Management, LLC | 0.28% | Reduce -9.7% | 6,021 | $401K |
| Pacific Sun Financial Corp | 0.22% | No change | 6,000 | $399K |
| United Asset Strategies, Inc. | 0.04% | No change | 6,000 | $399K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +30.3% | 5,988 | $398K |
| Flow Traders U.S. LLC | 0.02% | Reduce -13.5% | 5,934 | $395K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.7% | 5,924 | $394K |
| AA Financial Advisors, LLC | 0.11% | Add +0.3% | 5,910 | $393K |
| Sage Rhino Capital LLC | 0.09% | Add +0.5% | 5,898 | $392K |
| Heritage Wealth Partners, LLC | 0.46% | Reduce -0.2% | 5,895 | $392K |
| Gibraltar Capital Management, Inc. | 0.17% | New | 5,774 | $384K |
| Old North State Wealth Management, LLC | 0.21% | Add +11.6% | 5,764 | $384K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.1% | 5,753 | $383K |
| Anchor Investment Management, LLC | 0.04% | Reduce -5.4% | 5,744 | $382K |
| Front Row Advisors LLC | 0.14% | No change | 5,741 | $382K |
| Good Life Advisors, LLC | 0.02% | Add +0.9% | 5,665 | $377K |
| American Money Management, LLC | 0.08% | No change | 5,650 | $376K |
| Jacobs & Co. | 0.04% | Reduce -0.0% | 5,647 | $375K |
| Klingman & Associates, LLC | 0.02% | No change | 5,610 | $373K |
| Black Diamond Financial, LLC | 0.06% | Reduce -10.8% | 5,609 | $373K |
| Your Advocates Ltd., LLP | 0.15% | Add +0.6% | 5,585 | $372K |
| AlphaQ Advisors LLC | 1.03% | Add +2.1% | 5,548 | $369K |
| Appleton Partners Inc. | 0.03% | Reduce -7.5% | 5,545 | $369K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +4.8% | 5,546 | $369K |
| Moseley Investment Management Inc. | 0.15% | No change | 5,492 | $365K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.6% | 5,489 | $365K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -5.5% | 5,402 | $359K |
| Pachira Investments Inc. | 0.28% | Add +33.8% | 5,394 | $359K |
| Bill Few Associates, Inc. | 0.13% | No change | 5,324 | $354K |
| Index Fund Advisors, Inc. | 0.02% | Add +6.9% | 5,316 | $354K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 5,300 | $353K |
| Resolute Advisors LLC | 0.07% | New | 5,290 | $352K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +0.1% | 5,249 | $349K |
| Essex Bank | 0.09% | Reduce -30.1% | 5,243 | $349K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.9% | 5,210 | $347K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -3.6% | 5,184 | $345K |
| GeoWealth Management, LLC | 0.01% | New | 5,178 | $344K |
| Ridgewood Investments LLC | 0.17% | Add +236.4% | 5,160 | $343K |
| ZynergyRetirementPlanningLLC | 0.24% | Reduce -1.1% | 5,125 | $341K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,119 | $341K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.2% | 5,110 | $340K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,103 | $339K |
| Precedent Wealth Partners, LLC | 0.11% | Add +27.3% | 5,057 | $336K |
| Broadview Financial Management, LLC | 0.23% | Add +0.6% | 5,044 | $336K |
| American Financial Advisors, LLC | 0.05% | Add +0.5% | 5,023 | $334K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 5,000 | $333K |
| Able Wealth Management LLC | 0.25% | Add +0.1% | 4,976 | $331K |
| Strategic Equity Management | 0.15% | Reduce -7.5% | 4,913 | $327K |
| Commerce Bank | 0.00% | Reduce -10.4% | 4,910 | $327K |
| UMB Bank, n.a. | 0.01% | No change | 4,900 | $326K |
| Tranquility Partners, LLC | 0.12% | No change | 4,895 | $326K |
| Pinion Investment Advisors, LLC | 0.14% | Reduce -6.3% | 4,886 | $325K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 4,875 | $324K |
| Whittier Trust Co. | 0.00% | No change | 4,846 | $322K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 4,783 | $318K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 4,768 | $317K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +0.6% | 4,763 | $317K |
| Independent Financial Group, LLC | 0.01% | Reduce -13.6% | 4,753 | $316K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.8% | 4,745 | $316K |
| Sierra Summit Advisors LLC | 0.07% | No change | 4,695 | $312K |
| Worth Asset Management, LLC | 0.17% | Reduce -0.7% | 4,683 | $312K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -12.3% | 4,676 | $311K |
| Citadel Advisors | 0.00% | New | 4,659 | $310K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.6% | 4,659 | $310K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 4,657 | $310K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -22.3% | 4,654 | $310K |
| Versant Capital Management, Inc | 0.07% | Reduce -3.6% | 4,652 | $309K |
| Natixis Advisors, LLC | 0.00% | Reduce -11.6% | 13,906 | $308K |
| Simplicity Wealth,LLC | 0.03% | Reduce -15.7% | 4,629 | $308K |
| Cutter & CO Brokerage, Inc. | 0.07% | Add +5.8% | 4,622 | $307K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.5% | 4,615 | $307K |
| NewEdge Wealth, LLC | 0.01% | Reduce -59.2% | 4,543 | $302K |
| Liberty Wealth Management LLC | 0.05% | Reduce -93.4% | 4,535 | $302K |
| Advisors Capital Management, LLC | 0.00% | No change | 4,523 | $301K |
| Prepared Retirement Institute LLC | 0.18% | Add +0.7% | 4,508 | $300K |
| Ruggaard & Associates LLC | 0.13% | No change | 4,480 | $298K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -13.3% | 4,447 | $296K |
| Councilmark Asset Management, LLC | 0.20% | No change | 4,430 | $295K |
| Capital Insight Partners, LLC | 0.05% | No change | 4,406 | $293K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +0.2% | 4,404 | $293K |
| Pflug Koory, LLC | 0.02% | — | 4,392 | $292K |
| Somerset Group LLC | 0.27% | Add +1.3% | 4,390 | $292K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,369 | $291K |
| New Perspectives, Inc | 0.15% | No change | 4,363 | $290K |
| Sandy Spring Bank | 0.01% | Reduce -29.2% | 4,360 | $290K |
| Alpha Financial Partners LLC | 0.21% | New | 4,358 | $290K |
| Ehrlich Financial Group | 0.21% | No change | 4,358 | $290K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 4,350 | $289K |
| LifeSteps Financial, Inc. | 0.23% | Add +0.5% | 4,340 | $289K |
| Coppell Advisory Solutions LLC | 0.04% | No change | 4,353 | $288K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 13,000 | $288K |
| Burt Wealth Advisors | 0.07% | Reduce -26.0% | 4,315 | $287K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -7.5% | 4,302 | $286K |
| Boyce & Associates Wealth Consulting, Inc. | 0.30% | Add +0.1% | 4,289 | $285K |
| Valtinson Bruner Financial Planning LLC | 0.10% | New | 4,281 | $285K |
| Carolina Wealth Advisors, LLC | 0.14% | Reduce -6.8% | 4,274 | $284K |
| Moneco Advisors, LLC | 0.04% | No change | 4,266 | $284K |
| BIP Wealth, LLC | 0.02% | Add +0.5% | 4,265 | $284K |
| GG Group Ventures, LLC | 0.41% | Add +168.8% | 12,285 | $283K |
| Ciovacco Capital Management LLC | 0.16% | New | 4,226 | $281K |
| High Probability Advisors, LLC | 0.05% | No change | 4,215 | $280K |
| Choate Investment Advisors | 0.01% | No change | 4,210 | $280K |
| Alpha Cubed Investments, LLC | 0.01% | Add +23.6% | 4,198 | $279K |
| FRG Family Wealth Advisors LLC | 0.05% | Add +0.0% | 4,186 | $278K |
| Comerica Bank | 0.00% | Reduce -9.4% | 4,179 | $278K |
| Aurora Investment Managers, LLC. | 0.18% | Reduce -0.4% | 4,170 | $277K |
| Cornerstone Enterprises, LLC | 0.17% | No change | 4,142 | $276K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -0.1% | 4,139 | $275K |
| Patten & Patten Inc. | 0.02% | No change | 4,129 | $275K |
| White Pine Investment CO | 0.07% | No change | 4,063 | $270K |
| Blue Trust, Inc. | 0.00% | Add +33.2% | 4,292 | $270K |
| Two Sigma Securities, LLC | 0.02% | New | 4,013 | $267K |
| Advisor OS, LLC | 0.03% | Add +16.9% | 4,004 | $266K |
| Squire Investment Management Company, LLC | 0.13% | No change | 4,000 | $266K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,000 | $266K |
| Abound Wealth Management | 0.09% | Reduce -24.5% | 3,986 | $265K |
| Americana Partners, LLC | 0.02% | Add +0.6% | 3,953 | $263K |
| Vigilare Wealth Management | 0.11% | Add +0.1% | 3,952 | $263K |
| Creative Capital Management Investments LLC | 0.11% | No change | 3,934 | $262K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +0.2% | 3,907 | $260K |
| Claris Advisors, LLC / Mo / | 0.11% | Add +0.7% | 3,890 | $259K |
| StoneX Group Inc. | 0.02% | Add +0.7% | 3,888 | $259K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Add +0.2% | 3,830 | $255K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -2.4% | 3,823 | $254K |
| Orion Capital Management LLC | 0.12% | No change | 3,819 | $254K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,804 | $253K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,785 | $252K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -20.2% | 3,771 | $251K |
| Level Four Advisory Services, LLC | 0.01% | Add +191.6% | 11,387 | $251K |
| Main Management LLC | 0.02% | No change | 3,740 | $249K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,742 | $249K |
| Founders Financial Alliance, LLC | 0.07% | No change | 3,714 | $247K |
| Wedmont Private Capital | 0.01% | Add +0.0% | 3,736 | $246K |
| Ellenbecker Investment Group | 0.05% | No change | 3,674 | $244K |
| Clearstead Advisors, LLC | 0.00% | Reduce -17.7% | 3,653 | $243K |
| Guardian Financial Partners, LLC | 0.15% | No change | 3,648 | $243K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.8% | 3,635 | $242K |
| WealthShield Partners, LLC | 0.03% | Reduce -8.3% | 3,627 | $241K |
| Alley Investment Management Company, LLC | 0.03% | No change | 3,562 | $237K |
| Magnolia Capital Advisors LLC | 0.12% | Reduce -0.3% | 3,548 | $236K |
| Bessemer Group Inc. | 0.00% | Reduce -5.2% | 3,555 | $236K |
| River Wealth Advisors LLC | 0.03% | No change | 3,540 | $235K |
| Wealthgarden F.S. LLC | 0.23% | New | 3,532 | $235K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.16% | Reduce -3.3% | 3,530 | $235K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -3.3% | 3,530 | $235K |
| Empirical Asset Management, LLC | 0.08% | Add +0.9% | 3,521 | $234K |
| Act Wealth Management, LLC | 0.10% | Reduce -1.5% | 3,492 | $232K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 3,488 | $232K |
| Tanager Wealth Management LLP | 0.03% | Add +1.5% | 3,483 | $232K |
| US Financial Advisors, LLC | 0.07% | No change | 3,476 | $231K |
| FPC Investment Advisory, Inc. | 0.20% | No change | 3,510 | $231K |
| 49 Wealth Management, LLC | 0.04% | Add +7.8% | 3,471 | $231K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,459 | $230K |
| Bright Futures Wealth Management, LLC. | 0.11% | Add +200.9% | 10,232 | $229K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -11.9% | 3,442 | $229K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.8% | 3,427 | $228K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -72.2% | 10,138 | $228K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +200.3% | 10,164 | $228K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,398 | $226K |
| HC Advisors, LLC | 0.19% | No change | 3,396 | $226K |
| Fiduciary Alliance LLC | 0.03% | Reduce -2.8% | 3,387 | $225K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 3,368 | $224K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 3,365 | $224K |
| Stephens Inc. | 0.00% | No change | 3,361 | $224K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.6% | 3,361 | $224K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 3,345 | $223K |
| Riverwater Partners LLC | 0.11% | No change | 3,374 | $222K |
| Trevian Wealth Management LLC | 0.18% | New | 3,341 | $222K |
| Armor Investment Advisors, LLC | 0.09% | Reduce -3.6% | 3,334 | $222K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.3% | 3,316 | $221K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.1% | 3,293 | $219K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Add +0.7% | 3,277 | $218K |
| SignalPoint Asset Management, LLC | 0.05% | New | 3,282 | $217K |
| Aprio Wealth Management, LLC | 0.03% | New | 3,266 | $217K |
| Silver Coast Investments LLC | 0.08% | Reduce -0.6% | 3,256 | $217K |
| Summit X, LLC | 0.05% | Reduce -49.1% | 3,426 | $215K |
| Stone Summit Wealth LLC | 0.07% | No change | 3,234 | $215K |
| KilterHowling LLC | 0.13% | New | 3,193 | $212K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.6% | 3,193 | $212K |
| Sterling Financial Planning, Inc. | 0.08% | New | 3,183 | $212K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -5.3% | 3,179 | $211K |
| Wick Capital Partners, LLC | 0.07% | New | 3,118 | $207K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 3,110 | $207K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 3,095 | $206K |
| Glaxis Capital Management, LLC | 0.80% | New | 3,076 | $205K |
| Silver Lake Advisory, LLC | 0.05% | New | 3,075 | $205K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 3,068 | $204K |
| SJS Investment Consulting Inc. | 0.04% | Add +11.3% | 3,067 | $204K |
| Jackson Wealth Management, LLC | 0.02% | New | 3,061 | $204K |
| Schnieders Capital Management LLC | 0.04% | Reduce -48.2% | 3,051 | $203K |
| Luts & Greenleigh Group, Inc. | 0.19% | New | 3,049 | $203K |
| Monterey Private Wealth, Inc. | 0.07% | Reduce -45.1% | 3,029 | $202K |
| Round Rock Advisors LLC | 0.05% | New | 3,028 | $201K |
| Claro Advisors Inc. | 0.03% | New | 3,023 | $201K |
| Wedgewood Investors Inc. | 0.22% | New | 3,022 | $201K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 3,009 | $200K |
| Northwest Financial Advisors | 0.16% | New | 3,005 | $200K |
| Robinswood Financial LLC | 0.07% | Add +16.0% | 2,996 | $199K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -8.9% | 2,915 | $194K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.0% | 2,873 | $191K |
| DB Fitzpatrick & Co, Inc | 0.17% | Add +0.3% | 2,847 | $189K |
| Old Second National Bank of Aurora | 0.04% | New | 2,750 | $183K |
| Trust Co. of Vermont | 0.01% | Add +2.8% | 2,615 | $174K |
| Parkside Financial Bank & Trust | 0.02% | Add +73.1% | 2,545 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 2,531 | $168K |
| Richardson Capital Management LLC | 0.12% | Add +3.1% | 2,476 | $165K |
| Bokf, NA | 0.00% | No change | 2,463 | $162K |
| Tidemark, LLC | 0.06% | Add +0.0% | 2,363 | $157K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,310 | $154K |
| Friedenthal Financial | 0.09% | Add +2.8% | 2,291 | $152K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,250 | $150K |
| Pacific Center for Financial Services | 0.04% | Add +0.5% | 2,233 | $149K |
| Investors Research Corp | 0.03% | Add +22.1% | 2,162 | $144K |
| TCTC Holdings, LLC | 0.00% | No change | 2,060 | $137K |
| Hollencrest Capital Management | 0.01% | Reduce -19.6% | 2,025 | $135K |
| Peoples Financial Services Corp. | 0.06% | Reduce -13.0% | 2,000 | $133K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,000 | $133K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 1,954 | $130K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,942 | $129K |
| HM Payson & Co. | 0.00% | No change | 1,941 | $129K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 1,867 | $124K |
| Colonial Trust Co / SC | 0.02% | No change | 1,768 | $118K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,758 | $117K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +1.4% | 1,749 | $116K |
| Bangor Savings Bank | 0.01% | Reduce -0.1% | 1,666 | $111K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,627 | $108K |
| Perritt Capital Management Inc | 0.05% | Reduce -9.8% | 1,562 | $104K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,555 | $103K |
| Dogwood Wealth Management LLC | 0.06% | No change | 1,552 | $103K |
| Evolution Advisers, Inc. | 0.05% | Add +14.2% | 1,518 | $100K |
| Franklin Resources Inc. | 0.00% | Add +952.4% | 4,420 | $100K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.1% | 1,483 | $99K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,410 | $94K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 1,407 | $94K |
| Creekmur Asset Management LLC | 0.02% | Reduce -32.7% | 1,301 | $87K |
| Montag A & Associates Inc. | 0.00% | Add +0.6% | 1,254 | $83K |
| Glassman Wealth Services | 0.01% | No change | 1,196 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,192 | $79K |
| Northwest Investment Counselors, LLC | 0.02% | New | 1,043 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.6% | 1,041 | $69K |
| Belvedere Trading LLC | 0.00% | New | 1,015 | $68K |
| Pacifica Partners Inc. | 0.03% | No change | 1,000 | $66K |
| Joseph Group Capital Management | 0.03% | New | 991 | $66K |
| CENTRAL TRUST Co | 0.00% | No change | 910 | $61K |
| Angeles Wealth Management, LLC | 0.01% | No change | 904 | $60K |
| Hoertkorn Richard Charles | 0.03% | No change | 900 | $60K |
| Laurel Wealth Advisors LLC | 0.01% | Add +2.8% | 874 | $58K |
| HighMark Wealth Management LLC | 0.03% | Add +0.7% | 846 | $56K |
| Manchester Capital Management LLC | 0.01% | Add +0.5% | 807 | $54K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +81.3% | 794 | $53K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -4.0% | 774 | $51K |
| Assetmark, Inc. | 0.00% | Reduce -30.7% | 764 | $51K |
| Bfsg, LLC | 0.01% | Add +0.5% | 750 | $50K |
| Godsey & Gibb, Inc. | 0.00% | No change | 701 | $47K |
| Principal Securities, Inc. | 0.00% | Reduce -45.5% | 700 | $47K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.6% | 677 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +36.1% | 667 | $44K |
| JNBA Financial Advisors | 0.00% | Add +82.4% | 664 | $44K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.3% | 660 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 621 | $41K |
| American Capital Advisory, LLC | 0.02% | Reduce -34.3% | 618 | $41K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Add +0.3% | 570 | $38K |
| Birchbrook, Inc. | 0.02% | No change | 555 | $37K |
| Moser Wealth Advisors, LLC | 0.02% | Add +0.4% | 549 | $37K |
| Aberdeen Wealth Management LLC | 0.02% | Add +55.4% | 544 | $36K |
| Marquette Asset Management, LLC | 0.01% | Reduce -46.5% | 531 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +20.0% | 535 | $35K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 525 | $35K |
| Western Pacific Wealth Management, LP | 0.02% | Add +0.6% | 520 | $35K |
| NWK Group, Inc. | 0.01% | No change | 514 | $34K |
| GAMMA Investing LLC | 0.00% | No change | 482 | $32K |
| Hemington Wealth Management | 0.01% | New | 1,494 | $32K |
| Global Financial Private Client, LLC | 0.01% | No change | 444 | $30K |
| Nemes Rush Group LLC | 0.00% | Reduce -0.8% | 477 | $29K |
| Albion Financial Group | 0.00% | No change | 420 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.2% | 415 | $28K |
| SIMA Wealth Partners, LLC | 0.02% | Add +2.5% | 412 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 405 | $27K |
| First Pacific Financial | 0.01% | New | 398 | $26K |
| Johnson Financial Group, Inc. | 0.00% | No change | 397 | $26K |
| Wiser Advisor Group LLC | 0.04% | Add +0.5% | 391 | $26K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 387 | $26K |
| Blume Capital Management, Inc. | 0.01% | No change | 370 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +70.5% | 370 | $25K |
| Uncommon Cents Investing LLC | 0.01% | New | 366 | $24K |
| Studio Investment Management LLC | 0.01% | No change | 364 | $24K |
| Global Wealth Strategies & Associates | 0.01% | No change | 355 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +123.0% | 330 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 328 | $22K |
| Tucker Asset Management LLC | 0.01% | Add +1.2% | 327 | $22K |
| First Command Advisory Services, Inc. | 0.00% | New | 324 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 308 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 296 | $20K |
| Olistico Wealth, LLC | 0.01% | Reduce -73.3% | 295 | $20K |
| TFC Financial Management, Inc. | 0.00% | No change | 272 | $18K |
| Reston Wealth Management LLC | 0.01% | New | 256 | $17K |
| Robbins Farley | 0.01% | No change | 246 | $16K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 237 | $16K |
| Painted Porch Advisors LLC | 0.01% | Add +88.7% | 234 | $16K |
| Key Financial Inc | 0.00% | No change | 211 | $14K |
| Integrity Financial Corp | 0.01% | Add +0.5% | 209 | $14K |
| Headlands Technologies LLC | 0.00% | New | 207 | $14K |
| Annapolis Financial Services, LLC | 0.00% | No change | 204 | $14K |
| WASHINGTON TRUST Co | 0.00% | No change | 188 | $13K |
| Avion Wealth | 0.00% | Add +0.6% | 167 | $11K |
| Wolff Wiese Magana LLC | 0.01% | New | 164 | $11K |
| Optimum Investment Advisors | 0.00% | New | 162 | $11K |
| Costello Asset Management, INC | 0.01% | Reduce -3.0% | 160 | $11K |
| New Republic Capital, LLC | 0.01% | New | 160 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 140 | $9K |
| Macroview Investment Management LLC | 0.01% | Reduce -1.5% | 132 | $9K |
| Financial Freedom, LLC | 0.00% | Add +0.8% | 127 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Add +246.3% | 329 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.9% | 107 | $7K |
| Colonial Trust Advisors | 0.00% | No change | 104 | $7K |
| Bear Mountain Capital, Inc. | 0.00% | Add +49.2% | 285 | $6K |
| Addison Advisors LLC | 0.00% | No change | 92 | $6K |
| Independence Bank of Kentucky | 0.00% | New | 88 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 88 | $6K |
| Element Wealth, LLC | 0.00% | Add +17.8% | 86 | $6K |
| Sage Mountain Advisors LLC | 0.00% | No change | 71 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 67 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60 | $4K |
| Rice Partnership, LLC | 0.00% | No change | 55 | $4K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 42 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 41 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -2.4% | 40 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 30 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 28 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 22 | $1K |
| Weaver Capital Management LLC | 0.00% | No change | 10 | $666 |
| Hobbs Group Advisors, LLC | 0.00% | No change | 10 | $665 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $665 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 7 | $439 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +200.0% | 6 | $400 |
| Arlington Trust Co LLC | 0.00% | No change | 6 | $399 |
| Clio Asset Management LLC | 0.00% | New | 5 | $333 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $266 |
"% 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.