Schwab US Broad Market ETFSCHBETF
13F holders, Q4 2024 (December 31)1,182holders +81
54new positions
39sold out
4famous investors
$22.71avg. 13F price*
At the end of Q4 2024, 1,182 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 81 from Q3 2024. 54 opened new positions and 39 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($403.5M) and Rebalance, LLC ($260.4M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $63.8M |
| Exits | 39 | $34.6M |
All 13F filers, Q3 2024 → Q4 2024: 20,749,915 shares bought and 26,781,956 shares sold, net −6,032,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,182 holders
| Wealthfront Advisers LLC | 3.99% | Reduce -2.5% | 60,222,952 | $1.4B |
| Betterment LLC | 0.96% | Reduce -2.2% | 17,773,620 | $403.5M |
| Rebalance, LLC | 19.46% | No change | 11,471,005 | $260.4M |
| SCS Capital Management LLC | 4.78% | Reduce -10.0% | 10,204,017 | $231.6M |
| Evensky & Katz LLC | 13.85% | Reduce -4.1% | 9,325,113 | $211.7M |
| Hengehold Capital Management LLC | 19.11% | Reduce -2.5% | 8,942,406 | $203.0M |
| Strid Group, LLC | 30.23% | Reduce -0.7% | 8,530,226 | $193.6M |
| Bouchey Financial Group, Ltd. | 16.20% | Add +4.5% | 8,165,768 | $185.4M |
| HighTower Advisors, LLC | 0.25% | Add +2.1% | 8,146,204 | $184.9M |
| HB Wealth Management, LLC | 1.51% | Reduce -2.5% | 6,505,668 | $147.7M |
| Evergreen Advisors, LLC | 39.51% | Reduce -3.8% | 6,366,873 | $144.5M |
| HT Partners LLC | 46.73% | Add +0.9% | 6,053,331 | $137.4M |
| Callan Capital, LLC | 9.90% | Reduce -1.9% | 5,963,363 | $135.4M |
| Hanson & Doremus Investment Management | 20.95% | Add +1.0% | 5,901,371 | $134.0M |
| Retirement Planning Group, LLC | 6.60% | Add +7.5% | 5,777,637 | $131.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.98% | Add +1.7% | 5,694,595 | $129.3M |
| Empower Advisory Group, LLC | 0.37% | Add +719.3% | 4,892,270 | $111.1M |
| Accredited Investors Inc. | 6.48% | Add +0.3% | 4,874,788 | $110.7M |
| National Bank of Canada | 0.12% | Reduce -1.3% | 4,144,462 | $94.2M |
| Summit Financial Strategies, Inc. | 10.15% | Reduce -2.7% | 4,053,079 | $92.0M |
| HHM Wealth Advisors, LLC | 12.42% | Reduce -0.2% | 4,021,769 | $91.3M |
| TruNorth Capital Management, LLC | 24.86% | Add +1.2% | 4,007,691 | $91.0M |
| Mariner, LLC | 0.15% | Add +8.1% | 3,996,283 | $90.7M |
| Morton Brown Family Wealth, LLC | 28.25% | Add +3.2% | 3,570,574 | $81.1M |
| Manchester Financial Inc. | 17.35% | Add +0.5% | 3,491,496 | $79.3M |
| Morgan Stanley | 0.01% | Add +5.3% | 3,322,324 | $75.4M |
| Captrust Financial Advisors | 0.22% | Reduce -3.0% | 3,320,913 | $75.4M |
| Ballentine Partners, LLC | 1.21% | Reduce -2.4% | 3,122,833 | $70.9M |
| Socha Financial Group, LLC | 33.00% | Add +0.1% | 3,100,980 | $70.4M |
| Bank of America Corp. | 0.01% | Add +0.9% | 3,085,001 | $70.0M |
| HBK Sorce Advisory LLC | 2.10% | Reduce -0.3% | 3,064,450 | $69.6M |
| Circle Wealth Management, LLC | 1.47% | Reduce -0.2% | 3,027,213 | $68.7M |
| North Star Asset Management Inc. | 2.96% | Add +0.3% | 2,943,378 | $66.8M |
| Asset Advisors Investment Management, LLC | 6.81% | Reduce -0.9% | 2,869,070 | $65.1M |
| Brown Advisory Inc. | 0.08% | No change | 2,803,176 | $63.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.21% | Reduce -1.4% | 2,752,318 | $62.5M |
| D L Carlson Investment Group Inc. | 11.11% | Add +5.2% | 2,744,912 | $62.3M |
| Compass Financial Group, INC | 11.71% | Add +7.5% | 2,720,223 | $61.7M |
| Agilis Partners LLC | 17.94% | Reduce -0.8% | 2,625,342 | $59.6M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 2,435,811 | $55.3M |
| Legacy Financial Strategies, LLC | 11.59% | Add +3.3% | 2,374,585 | $53.8M |
| Compass Advisory Group LLC | 18.98% | Reduce -4.9% | 2,335,715 | $53.0M |
| Myecfo, LLC | 27.82% | Add +2.1% | 2,270,249 | $51.5M |
| Caprock Group, LLC | 1.66% | Add +0.3% | 2,240,636 | $50.9M |
| Creative Planning | 0.05% | Add +1.6% | 2,087,447 | $47.4M |
| LPL Financial LLC | 0.02% | Add +4.3% | 2,071,157 | $47.0M |
| WBH Advisory Inc. | 4.29% | Add +3.4% | 2,037,851 | $46.3M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -52.4% | 2,006,071 | $45.5M |
| Aptus Capital Advisors, LLC | 0.54% | Add +17.6% | 1,990,981 | $45.2M |
| Sunburst Financial Group, LLC | 10.89% | Add +17.3% | 1,939,840 | $44.0M |
| Bluespring Wealth Management, LLC | 4.50% | Reduce -14.4% | 1,933,535 | $43.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 1,927,382 | $43.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +10.2% | 1,916,503 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 1,905,829 | $43.3M |
| OneDigital Investment Advisors LLC | 0.50% | Reduce -1.2% | 1,881,300 | $42.7M |
| Ethos Financial Group, LLC | 5.57% | Add +5.9% | 1,870,971 | $42.5M |
| Truist Financial Corp. | 0.06% | Add +8.4% | 1,776,157 | $40.3M |
| Capital Management Associates, Inc | 14.46% | Add +0.3% | 1,699,198 | $38.6M |
| Savant Capital, LLC | 0.30% | Reduce -1.2% | 1,688,258 | $38.3M |
| Members Advisory Group LLC | 14.90% | Add +9.3% | 1,599,786 | $36.3M |
| Roundview Capital LLC | 2.52% | Add +4.0% | 1,589,300 | $36.1M |
| Cape Investment Advisory, Inc. | 14.00% | Add +0.6% | 1,577,187 | $35.8M |
| Jaffetilchin Investment Partners, LLC | 2.54% | Add +3.5% | 1,543,891 | $35.0M |
| Genesee Capital Advisors, LLC | 16.22% | Add +2.7% | 1,535,730 | $34.9M |
| Boulder Wealth Advisors, LLC | 17.84% | Add +1.2% | 1,525,273 | $34.6M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -16.7% | 1,513,266 | $34.4M |
| Buckingham Capital Management, Inc. | 3.90% | Reduce -10.3% | 1,495,896 | $34.0M |
| Weaver Capital Management LLC | 9.54% | Add +4978716.7% | 1,493,645 | $33.9M |
| Winthrop Advisory Group LLC | 4.02% | Add +23.3% | 1,476,379 | $33.5M |
| Legacy Private Trust Co. | 2.18% | Add +3.3% | 1,470,532 | $33.4M |
| UBS Group AG | 0.01% | Add +3.1% | 1,283,018 | $29.1M |
| WT Wealth Management | 9.04% | Reduce -65.8% | 1,268,681 | $28.8M |
| Leading Edge Financial Planning LLC | 9.21% | Add +4.0% | 1,237,328 | $28.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,214,411 | $27.6M |
| Pegasus Asset Management, Inc. | 10.37% | Reduce -3.9% | 1,211,636 | $27.5M |
| Waverly Advisors, LLC | 0.42% | Add +5.5% | 1,183,899 | $26.9M |
| Truepoint, Inc. | 0.72% | Reduce -0.6% | 1,178,521 | $26.8M |
| Cerity Partners LLC | 0.06% | Add +4.2% | 1,175,220 | $26.7M |
| Gemmer Asset Management LLC | 2.60% | Add +1.2% | 1,161,779 | $26.4M |
| Shilanski & Associates, Inc. | 8.16% | Add +6.3% | 1,120,325 | $25.4M |
| Patriot Investment Management Group, Inc. | 1.88% | Reduce -1.5% | 1,107,041 | $25.1M |
| Focus Partners Wealth | 0.07% | Add +110.6% | 1,106,279 | $25.1M |
| Fsa Wealth Partners, Inc. | 5.85% | Reduce -1.8% | 1,097,994 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 1,096,980 | $24.9M |
| Transform Wealth, LLC | 1.37% | Add +58.8% | 1,084,336 | $24.6M |
| Phil A. Younker & Associates, Ltd. | 24.57% | — | 1,082,816 | $24.6M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Reduce -0.1% | 1,079,436 | $24.5M |
| Goepper Burkhardt LLC | 9.86% | Reduce -1.6% | 1,069,797 | $24.3M |
| Valley National Advisers Inc. | 4.35% | Reduce -4.9% | 1,068,306 | $24.3M |
| Global Wealth Management, LLC | 15.34% | No change | 1,058,243 | $24.0M |
| Strategic Advisors LLC | 4.28% | Add +2.1% | 1,043,278 | $23.7M |
| Robinson Smith Wealth Advisors LLC | 20.02% | Add +5.1% | 1,040,141 | $23.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.2% | 1,030,588 | $23.4M |
| Avior Wealth Management, LLC | 0.85% | Reduce -1.6% | 1,025,285 | $23.3M |
| First National Corp. /Ma/ | 5.25% | Add +4.0% | 1,022,269 | $23.2M |
| GSG Advisors LLC | 7.21% | Add +4.3% | 1,008,349 | $22.9M |
| MAI Capital Management | 0.17% | Add +294.2% | 993,830 | $22.6M |
| Raymond James Financial Inc. | 0.01% | — | 952,373 | $21.6M |
| Ogorek Anthony Joseph /NY/ | 6.85% | Reduce -5.6% | 948,434 | $21.5M |
| Strategic Financial Planning, Inc. | 14.67% | Reduce -2.1% | 948,246 | $21.5M |
| Breakwater Investment Management | 9.12% | Reduce -1.1% | 945,384 | $21.5M |
| Allworth Financial LP | 0.12% | Add +579.0% | 887,772 | $20.9M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.5% | 907,760 | $20.6M |
| Cobblestone Capital Advisors LLC | 1.12% | Reduce -2.2% | 906,445 | $20.6M |
| Focus Financial Network, Inc. | 0.81% | Reduce -8.4% | 900,823 | $20.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.51% | Reduce -66.8% | 866,529 | $20.3M |
| Great Lakes Retirement, Inc. | 2.60% | Reduce -1.3% | 887,907 | $20.2M |
| Harbour Investments, Inc. | 0.58% | Add +5.5% | 885,934 | $20.1M |
| Meridian Wealth Partners, LLC | 3.02% | Add +0.6% | 877,441 | $19.9M |
| Wynn Capital, LLC | 12.50% | Add +2.1% | 872,239 | $19.8M |
| Schaeffer Financial LLC | 19.45% | Add +0.5% | 859,112 | $19.5M |
| FMR LLC | 0.00% | Reduce -1.8% | 833,832 | $18.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 8.02% | — | 828,666 | $18.8M |
| IMA Advisory Services, Inc. | 2.24% | Reduce -1.5% | 819,732 | $18.6M |
| Marshall Financial Group Inc. | 5.64% | Reduce -4.2% | 813,733 | $18.5M |
| Tradition Wealth Management, LLC | 1.60% | No change | 801,083 | $18.2M |
| Juncture Wealth Strategies, LLC | 6.77% | Add +5.3% | 800,226 | $18.2M |
| TrinityPoint Wealth, LLC | 2.55% | Reduce -2.8% | 799,605 | $18.2M |
| Stonekeep Investments, LLC | 13.43% | Reduce -1.3% | 794,390 | $18.0M |
| Lido Advisors, LLC | 0.11% | Add +69.6% | 793,869 | $18.0M |
| Madden Advisory Services, Inc. | 8.24% | Add +0.5% | 781,481 | $17.7M |
| SYM FINANCIAL Corp | 2.29% | Add +0.5% | 780,206 | $17.7M |
| Dodds Wealth, LLC | 5.69% | Reduce -63.4% | 752,010 | $17.7M |
| Roble, Belko & Company, Inc | 2.75% | Reduce -1.0% | 761,164 | $17.3M |
| Ashford Advisors, LLC | 3.98% | Reduce -1.5% | 758,748 | $17.2M |
| Tanglewood Wealth Management, Inc. | 1.96% | Add +0.3% | 747,692 | $17.0M |
| James J. Burns & Company, LLC | 2.91% | Reduce -1.6% | 738,202 | $16.8M |
| Elgethun Capital Management | 3.91% | Reduce -1.9% | 709,865 | $16.1M |
| Great Valley Advisor Group, Inc. | 0.36% | Reduce -11.2% | 707,094 | $16.1M |
| Corient Private Wealth LP | 0.03% | Reduce -10.3% | 706,947 | $15.8M |
| Compound Planning, Inc. | 0.80% | Add +41.7% | 694,178 | $15.8M |
| Davis Capital Management | 12.75% | Add +1.0% | 689,530 | $15.7M |
| Christensen, King & Associates Investment Services, Inc. | 7.19% | Reduce -2.5% | 659,273 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -51.7% | 654,610 | $14.9M |
| PrairieView Partners, LLC | 1.54% | Reduce -3.2% | 650,287 | $14.8M |
| Lodestar Private Asset Management LLC | 1.82% | Reduce -3.4% | 640,132 | $14.5M |
| Ellevest, Inc. | 0.83% | Reduce -12.7% | 634,796 | $14.4M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 632,591 | $14.4M |
| Blue Bell Private Wealth Management, LLC | 2.72% | Reduce -0.3% | 628,086 | $14.3M |
| Roger Wittlin Investment Advisory, LLC | 7.94% | Add +1.9% | 624,350 | $14.2M |
| Milestone Investment Advisors LLC | 3.68% | Add +5.0% | 597,221 | $13.6M |
| Libra Wealth LLC | 5.25% | Reduce -2.1% | 595,286 | $13.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.1% | 593,826 | $13.5M |
| Spinnaker Investment Group, LLC | 3.15% | Reduce -4.8% | 575,733 | $13.1M |
| Almanack Investment Partners, LLC. | 2.01% | Reduce -14.8% | 574,448 | $13.0M |
| Blue Investment Partners LLC | 4.76% | Add +1.5% | 570,897 | $13.0M |
| Valicenti Advisory Services Inc. | 3.22% | Reduce -0.4% | 569,445 | $12.9M |
| Chicago Partners Investment Group LLC | 0.43% | Reduce -64.3% | 564,830 | $12.9M |
| Cetera Investment Advisers | 0.03% | Add +9.2% | 560,605 | $12.7M |
| Weinberger Asset Management, Inc | 5.27% | Reduce -1.3% | 555,774 | $12.6M |
| Pinkerton Wealth, LLC | 1.81% | Reduce -13.9% | 548,603 | $12.5M |
| Bond & Devick Financial Network, Inc. | 5.29% | Reduce -66.7% | 186,163 | $12.4M |
| Passive Capital Management, LLC. | 4.31% | Reduce -1.0% | 539,226 | $12.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -5.0% | 535,555 | $12.2M |
| Intelligence Driven Advisers, LLC | 2.27% | Reduce -7.5% | 531,432 | $12.1M |
| Vista Capital Partners, Inc. | 1.40% | Reduce -5.4% | 530,657 | $12.0M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +0.3% | 530,154 | $12.0M |
| Opes Wealth Management LLC | 2.44% | Reduce -0.3% | 524,870 | $11.9M |
| Long Island Wealth Management, Inc. | 7.43% | Add +182.9% | 522,931 | $11.9M |
| Prosperitas Financial LLC | 6.00% | Add +29.7% | 522,929 | $11.9M |
| Meridian Wealth Management, LLC | 0.56% | Add +4.4% | 516,820 | $11.7M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -0.7% | 507,103 | $11.5M |
| Leavell Investment Management, Inc. | 0.56% | Add +2.1% | 505,354 | $11.5M |
| Madison Wealth Partners, Inc | 3.17% | Add +4.7% | 499,527 | $11.3M |
| Intrua Financial, LLC | 1.82% | Reduce -4.1% | 494,729 | $11.2M |
| TPG Advisors LLC | 8.75% | Add +1.4% | 493,415 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.3% | 491,650 | $11.2M |
| IFP Advisors, Inc | 0.36% | Add +6.6% | 480,549 | $10.9M |
| VSM Wealth Advisory, LLC | 3.89% | — | 480,372 | $10.9M |
| Motive Wealth Advisors | 5.85% | No change | 479,748 | $10.9M |
| D.B. Root & Company, LLC | 3.46% | Reduce -0.9% | 479,205 | $10.9M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Reduce -7.6% | 474,324 | $10.8M |
| Horan Capital Advisors, LLC. | 3.56% | No change | 465,225 | $10.6M |
| Brooklyn FI, LLC | 3.47% | Add +18.2% | 459,902 | $10.4M |
| Beacon Wealthcare LLC | 4.23% | Reduce -0.7% | 459,209 | $10.4M |
| Everhart Financial Group, Inc. | 2.14% | Reduce -5.9% | 458,028 | $10.4M |
| TruWealth Advisors, LLC | 0.62% | Add +1.6% | 454,278 | $10.3M |
| Waldron Private Wealth LLC | 0.41% | No change | 450,000 | $10.2M |
| FFT Wealth Management LLC | 0.77% | Add +59.4% | 448,868 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.4% | 443,973 | $10.1M |
| Zhang Financial LLC | 0.57% | Reduce -1.8% | 440,230 | $10.0M |
| Peak Financial Management, Inc. | 2.95% | Add +3.1% | 433,472 | $9.8M |
| Towercrest Capital Management | 1.57% | Reduce -10.5% | 427,762 | $9.7M |
| Alliance Wealth Management Group | 2.60% | Reduce -10.5% | 427,541 | $9.7M |
| NewEdge Advisors, LLC | 0.06% | Add +14.2% | 427,312 | $9.7M |
| Family Firm, Inc. | 2.15% | Reduce -44.8% | 697,327 | $9.7M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -7.6% | 421,532 | $9.6M |
| Apriem Advisors | 1.08% | No change | 416,833 | $9.5M |
| Five Oceans Advisors | 4.31% | Reduce -0.8% | 414,393 | $9.4M |
| Two Sigma Investments, LP | 0.02% | New | 395,100 | $9.0M |
| SigFig Wealth Management, LLC | 0.32% | Reduce -4.5% | 528,358 | $8.9M |
| RHS Financial, LLC | 4.55% | Reduce -3.7% | 387,226 | $8.8M |
| Sheets Smith Wealth Management | 1.07% | Reduce -1.9% | 386,310 | $8.8M |
| SRH Advisors, LLC | 2.57% | Add +1.1% | 381,490 | $8.7M |
| Blueprint Investment Partners LLC | 1.37% | Add +17.4% | 379,223 | $8.6M |
| Liberty Capital Management, Inc. | 1.90% | Reduce -2.6% | 377,908 | $8.6M |
| Sharkey, Howes & Javer | 1.18% | Reduce -4.1% | 369,776 | $8.4M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -66.2% | 366,222 | $8.3M |
| Rockbridge Investment Management, LCC | 1.06% | Reduce -4.8% | 364,869 | $8.3M |
| Fiduciary Trust Co | 0.11% | Reduce -1.7% | 363,357 | $8.2M |
| Cwm, LLC | 0.03% | Add +1.0% | 359,985 | $8.2M |
| Embree Financial Group | 1.39% | Reduce -8.0% | 359,094 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +76.5% | 357,403 | $8.1M |
| Islay Capital Management, LLC | 5.59% | Reduce -2.7% | 351,742 | $8.0M |
| Mitchell Sinkler & Starr | 2.10% | Add +0.7% | 346,175 | $7.9M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -0.5% | 345,891 | $7.9M |
| JMG Financial Group, Ltd. | 0.27% | Reduce -2.9% | 342,342 | $7.8M |
| Joseph P. Lucia & Associates, LLC | 3.40% | Add +1.8% | 337,242 | $7.7M |
| Disciplined Investors, L.L.C. | 7.32% | — | 337,105 | $7.6M |
| Orcam Financial Group | 7.22% | Reduce -0.5% | 328,910 | $7.5M |
| Main Street Financial Solutions, LLC | 0.73% | Reduce -2.1% | 328,102 | $7.4M |
| NBZ Investment Advisors LLC | 4.16% | — | 327,410 | $7.4M |
| Curbstone Financial Management Corp | 1.57% | Reduce -1.1% | 327,334 | $7.4M |
| Valley Forge Investment Consultants Inc. Adv | 2.55% | Reduce -2.3% | 327,232 | $7.4M |
| Destination Wealth Management | 0.23% | Add +10.8% | 327,094 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +1160.5% | 321,175 | $7.3M |
| Fagan Associates, Inc. | 1.16% | Add +11.6% | 320,466 | $7.3M |
| JFS Wealth Advisors, LLC | 0.50% | Reduce -3.5% | 320,124 | $7.3M |
| Walter & Keenan Wealth Management LLC /in/ | 2.17% | Add +14.7% | 316,792 | $7.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +88.0% | 311,447 | $7.1M |
| Davidson Kahn Capital Management, LLC | 6.32% | — | 299,846 | $6.8M |
| CVA Family Office, LLC | 1.07% | Reduce -1.7% | 298,692 | $6.8M |
| Cresset Asset Management, LLC | 0.03% | Reduce -47.4% | 297,683 | $6.8M |
| Valmark Advisers, Inc. | 0.10% | Reduce -2.5% | 292,379 | $6.6M |
| Arcadia Investment Advisors LLC | 3.59% | Reduce -1.9% | 289,872 | $6.6M |
| Graver Capital Management, LLC | 6.81% | — | 287,205 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +38.1% | 286,489 | $6.5M |
| Ahl Investment Management, Inc. | 4.54% | Reduce -0.9% | 285,647 | $6.5M |
| Blair William & Co. | 0.02% | Add +16.7% | 285,575 | $6.5M |
| Wilson & Boucher Capital Management, LLC | 4.55% | Add +0.3% | 283,132 | $6.4M |
| Morningstar Investment Services LLC | 0.58% | Reduce -88.7% | 282,262 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -33.8% | 278,497 | $6.3M |
| Equita Financial Network, Inc. | 2.25% | Reduce -2.5% | 274,060 | $6.2M |
| AQR Capital Management | 0.01% | Add +4.5% | 272,916 | $6.2M |
| Ballast Advisors LLC | 1.90% | No change | 272,320 | $6.2M |
| Advus Financial Partners, LLC | 1.73% | Add +2.1% | 270,936 | $6.2M |
| Northern Trust Corp. | 0.00% | Add +6.9% | 265,993 | $6.0M |
| Wade Financial Advisory, Inc | 2.03% | Reduce -0.3% | 264,258 | $6.0M |
| ProVise Management Group, LLC | 0.51% | Reduce -1.6% | 263,498 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +24.9% | 263,048 | $6.0M |
| Mairs & Power Inc. | 0.06% | No change | 261,246 | $5.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.90% | Add +0.7% | 256,717 | $5.8M |
| PFG Advisors | 0.36% | Add +0.9% | 256,568 | $5.8M |
| Cardiff Park Advisors, LLC | 0.55% | Add +0.4% | 253,984 | $5.8M |
| Creekside Partners | 2.98% | Add +1.0% | 252,963 | $5.7M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +4.6% | 252,855 | $5.7M |
| Firestone Capital Management | 1.41% | Add +14.2% | 250,319 | $5.7M |
| SeaCrest Wealth Management, LLC | 0.59% | Add +0.3% | 249,340 | $5.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 247,245 | $5.6M |
| Wrenne Financial Planning LLC | 3.18% | Add +7.8% | 245,939 | $5.6M |
| Red Door Wealth Management, LLC | 0.85% | Reduce -0.2% | 243,805 | $5.5M |
| Brightwater Advisory LLC | 4.27% | Reduce -7.7% | 240,156 | $5.5M |
| Summit Wealth & Retirement Planning, Inc. | 1.67% | Add +0.7% | 237,647 | $5.4M |
| Mutual Advisors, LLC | 0.15% | Reduce -65.9% | 232,168 | $5.3M |
| KCM Investment Advisors LLC | 0.18% | No change | 232,835 | $5.3M |
| Rappaport Reiches Capital Management, LLC | 1.36% | Add +3.4% | 232,804 | $5.3M |
| Pullen Investment Management, LLC | 3.41% | No change | 231,021 | $5.2M |
| Brighton Jones LLC | 0.15% | Add +336.6% | 228,625 | $5.2M |
| Whitener Capital Management, Inc. | 1.45% | Reduce -7.5% | 228,382 | $5.2M |
| Strategic Financial Concepts, LLC | 0.99% | Add +1.1% | 228,222 | $5.2M |
| Souders Financial Advisors | 0.72% | Reduce -16.2% | 227,906 | $5.2M |
| Cassady Schiller Wealth Management, LLC | 1.89% | No change | 226,960 | $5.2M |
| Archer Investment Management, LLC | 3.09% | — | 220,800 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.95% | Reduce -1.6% | 220,643 | $5.0M |
| Debussy Capital Management LP | 0.77% | Reduce -1.8% | 215,099 | $5.0M |
| Successful Portfolios LLC | 3.32% | Add +0.9% | 218,809 | $5.0M |
| Farnam Financial LLC | 5.18% | Reduce -5.4% | 218,111 | $5.0M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | Reduce -0.8% | 215,078 | $4.9M |
| Diversified Portfolios, Inc. | 0.53% | No change | 214,110 | $4.9M |
| NYL Investors LLC | 0.44% | Add +4.9% | 213,000 | $4.8M |
| Bawa N Mallick Trust | 2.11% | — | 212,190 | $4.8M |
| Asset Dedication, LLC | 0.38% | Add +13.9% | 211,490 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.1% | 211,165 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +0.2% | 209,718 | $4.8M |
| Seed Wealth Management, Inc. | 3.84% | No change | 209,493 | $4.8M |
| Chesapeake Wealth Management | 1.61% | Add +0.6% | 207,141 | $4.7M |
| Berkshire Asset Management LLC | 0.22% | Reduce -0.9% | 198,841 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +23.3% | 205,188 | $4.7M |
| Altfest L J & Co. Inc. | 0.59% | Reduce -1.4% | 205,019 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -11.1% | 202,140 | $4.6M |
| Pinnacle Family Advisors, LLC | 2.20% | Add +7.2% | 199,894 | $4.5M |
| Benchmark Wealth Management, LLC | 2.23% | Add +8.8% | 199,659 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +92.9% | 197,989 | $4.5M |
| Rosenberg Matthew Hamilton | 1.16% | Reduce -1.1% | 197,084 | $4.5M |
| Venture Visionary Partners LLC | 0.19% | No change | 196,899 | $4.5M |
| Avant Capital LLC | 3.70% | — | 196,398 | $4.5M |
| Opus Capital Group, LLC | 0.57% | Reduce -0.6% | 196,170 | $4.5M |
| Silver Oak Advisory Group, Inc. | 2.26% | Reduce -2.7% | 188,403 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -4.7% | 188,365 | $4.3M |
| Clear Point Advisors Inc. | 3.65% | Reduce -0.3% | 188,039 | $4.3M |
| Compass Ion Advisors, LLC | 0.50% | Add +0.8% | 185,394 | $4.2M |
| Cozad Asset Management Inc. | 0.39% | No change | 184,671 | $4.2M |
| Farther Finance Advisors, LLC | 0.15% | Add +53.8% | 184,231 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -10.1% | 182,304 | $4.1M |
| Cordant, Inc. | 2.18% | Reduce -2.2% | 182,145 | $4.1M |
| Crestwood Advisors Group, LLC | 0.08% | No change | 179,063 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Add +14.4% | 177,413 | $4.0M |
| Arax Advisory Partners | 0.25% | Add +3.0% | 176,665 | $4.0M |
| OneAscent Financial Services LLC | 0.34% | New | 176,170 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -10.1% | 173,827 | $3.9M |
| Quadrant Capital Group LLC | 0.27% | Reduce -27.2% | 173,141 | $3.9M |
| Highland Capital Management, LLC | 0.22% | Add +0.2% | 172,882 | $3.9M |
| Novare Capital Management LLC | 0.33% | Add +1.5% | 172,417 | $3.9M |
| Cypress Point Wealth Management, LLC | 1.22% | Reduce -13.1% | 172,411 | $3.9M |
| MBA Advisors LLC | 1.97% | Add +2.2% | 171,517 | $3.9M |
| Atlas Capital Advisors Inc. | 0.49% | Add +1.3% | 170,259 | $3.9M |
| Aspire Capital Advisors LLC | 1.10% | Reduce -7.9% | 170,034 | $3.9M |
| Spreng Capital Management, Inc. | 1.72% | Reduce -0.5% | 169,664 | $3.9M |
| Ironwood Wealth Management, LLC. | 1.18% | Reduce -1.9% | 168,046 | $3.8M |
| Kiley Juergens Wealth Management, LLC | 0.95% | Reduce -6.5% | 167,615 | $3.8M |
| Tudor Investment Corporation | 0.04% | Reduce -45.9% | 166,777 | $3.8M |
| Avalon Advisory Group | 1.73% | Reduce -0.1% | 166,690 | $3.8M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Add +2.6% | 166,106 | $3.8M |
| Granite Investment Partners, LLC | 0.16% | No change | 166,022 | $3.8M |
| Tortoise Investment Management, LLC | 0.40% | No change | 165,378 | $3.8M |
| RKL Wealth Management LLC | 0.33% | Reduce -22.9% | 162,680 | $3.7M |
| Naples Global Advisors, LLC | 0.34% | Reduce -1.1% | 160,684 | $3.6M |
| CRA Financial Services, LLC | 0.63% | Add +1.0% | 160,667 | $3.6M |
| Axos Invest Inc. | 2.66% | Reduce -29.5% | 160,661 | $3.6M |
| WealthCollab, LLC | 2.30% | Reduce -1.0% | 158,082 | $3.6M |
| Signaturefd, LLC | 0.07% | Add +8.4% | 157,815 | $3.6M |
| Krilogy Financial LLC | 0.24% | Reduce -5.1% | 156,961 | $3.6M |
| Leo Wealth, LLC | 0.31% | Add +1.3% | 153,416 | $3.5M |
| Sawgrass Asset Management LLC | 0.38% | Reduce -32.6% | 153,201 | $3.5M |
| Planning Alternatives Ltd. | 0.53% | Reduce -13.1% | 151,333 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 148,894 | $3.4M |
| Pineridge Advisors LLC | 1.27% | Add +2.5% | 148,344 | $3.4M |
| Wealth Group Ltd | 0.97% | Reduce -3.5% | 148,327 | $3.4M |
| Game Plan Financial Advisors, LLC | 1.78% | Reduce -3.8% | 147,870 | $3.4M |
| L. Roy Papp & Associates, LLP | 0.39% | Add +4.9% | 147,672 | $3.4M |
| Seaside Wealth Management, Inc. | 1.23% | Reduce -0.7% | 147,465 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +6320.1% | 147,148 | $3.3M |
| Citigroup Inc. | 0.00% | Add +0.8% | 147,126 | $3.3M |
| Koshinski Asset Management, Inc. | 0.28% | Reduce -17.6% | 145,740 | $3.3M |
| Aspiring Ventures, LLC | 2.08% | — | 141,821 | $3.3M |
| RTD Financial Advisors, Inc. | 0.42% | No change | 144,143 | $3.3M |
| Topsail Wealth Management, LLC | 0.70% | — | 143,708 | $3.3M |
| BCS Wealth Management | 0.79% | New | 140,688 | $3.2M |
| John W. Brooker & Co., CPAs | 1.38% | Add +0.2% | 140,670 | $3.2M |
| Global Retirement Partners, LLC | 0.09% | Reduce -0.3% | 140,530 | $3.2M |
| SageView Advisory Group, LLC | 0.14% | Add +48.0% | 139,589 | $3.2M |
| Private Portfolio Partners LLC | 0.58% | Add +0.7% | 139,203 | $3.2M |
| Cambridge Advisors Inc. | 0.70% | Reduce -0.3% | 138,267 | $3.1M |
| Donaldson Capital Management, LLC | 0.12% | Add +8.2% | 138,159 | $3.1M |
| Csenge Advisory Group | 0.17% | Reduce -67.8% | 137,351 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.68% | Reduce -10.1% | 136,818 | $3.1M |
| Sachetta, LLC | 1.22% | Reduce -1.3% | 136,190 | $3.1M |
| CHB Investment Group, LLC | 1.67% | Reduce -5.9% | 135,798 | $3.1M |
| REDW Wealth LLC | 1.05% | Reduce -26.7% | 133,858 | $3.0M |
| Lokken Investment Group LLC | 1.31% | Reduce -0.7% | 133,220 | $3.0M |
| DHJJ Financial Advisors, Ltd. | 1.17% | Reduce -0.6% | 132,488 | $3.0M |
| Chapman Financial Group, LLC | 2.41% | — | 132,478 | $3.0M |
| Cambridge Financial Group, LLC | 1.26% | Reduce -2.1% | 129,657 | $2.9M |
| RVW Wealth, LLC | 0.27% | Add +0.1% | 128,781 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.77% | Reduce -0.4% | 128,320 | $2.9M |
| ZWJ Investment Counsel Inc. | 0.12% | Add +3.4% | 128,279 | $2.9M |
| Rialto Wealth Management, LLC | 0.96% | — | 127,946 | $2.9M |
| Financial Designs Corp | 1.90% | Reduce -4.0% | 127,068 | $2.9M |
| Prestige Wealth Management Group LLC | 0.60% | No change | 126,478 | $2.9M |
| Sigma Investment Counselors Inc. | 0.17% | Reduce -1.2% | 126,101 | $2.9M |
| James Investment Research, Inc. | 0.34% | Add +24.4% | 125,493 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -40.1% | 125,033 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.69% | Reduce -0.8% | 123,549 | $2.8M |
| TAP Consulting, LLC | 0.57% | Reduce -1.0% | 123,527 | $2.8M |
| Private Capital Management LLC | 0.56% | Add +1.8% | 123,169 | $2.8M |
| Mather Group, Llc. | 0.04% | Reduce -1.4% | 122,754 | $2.8M |
| Carret Asset Management, LLC | 0.30% | Add +1.7% | 122,372 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 121,830 | $2.8M |
| Elevation Wealth Partners, LLC | 1.17% | Add +1.7% | 121,705 | $2.8M |
| Financial Consulate, Inc. | 0.73% | Add +0.8% | 121,581 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 121,323 | $2.8M |
| Red Tortoise LLC | 1.44% | Reduce -0.7% | 120,713 | $2.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.3% | 119,609 | $2.7M |
| Independent Advisor Alliance | 0.04% | Reduce -0.1% | 120,318 | $2.7M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | Reduce -1.6% | 120,240 | $2.7M |
| FAS Wealth Partners, Inc. | 0.23% | Reduce -7.8% | 118,284 | $2.7M |
| Cathy Pareto & Associates, Inc. | 2.46% | — | 117,769 | $2.7M |
| &partners | 0.03% | Add +117.2% | 115,182 | $2.6M |
| Smith, Moore & Co. | 0.24% | Reduce -2.6% | 115,120 | $2.6M |
| Wilkins Miller Wealth Management, LLC | 2.70% | — | 113,582 | $2.6M |
| Lincoln Capital Corp. | 1.06% | Add +2.0% | 113,498 | $2.6M |
| One Capital Management, LLC | 0.09% | Add +6.7% | 113,042 | $2.6M |
| Planned Solutions, Inc. | 1.04% | Add +2.7% | 111,897 | $2.5M |
| EWG Elevate Inc. | 0.77% | Reduce -5.3% | 111,372 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -42.7% | 83,942 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +41.7% | 111,214 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -8.6% | 111,133 | $2.5M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -3.0% | 110,529 | $2.5M |
| Mason & Associates, LLC | 0.75% | Reduce -1.8% | 110,587 | $2.5M |
| Lake Street Advisors Group, LLC | 0.12% | No change | 109,733 | $2.5M |
| Tiaa Trust, National Association | 0.01% | Add +3.2% | 109,652 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 109,000 | $2.5M |
| Boltwood Capital Management | 0.75% | Reduce -3.6% | 108,924 | $2.5M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -0.9% | 106,959 | $2.4M |
| Financial Management Professionals, Inc. | 0.31% | Reduce -5.5% | 106,627 | $2.4M |
| Optima Capital LLC | 1.67% | — | 106,545 | $2.4M |
| Mayfair Advisory Group, LLC | 1.42% | Add +18.3% | 106,406 | $2.4M |
| ELCO Management Co., LLC | 1.26% | Add +44.9% | 105,850 | $2.4M |
| Values Added Financial LLC | 1.39% | Reduce -1.3% | 105,749 | $2.4M |
| West Paces Advisors Inc. | 0.58% | Reduce -0.4% | 105,543 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -77.9% | 105,324 | $2.4M |
| Great Waters Wealth Management | 0.31% | Reduce -2.1% | 104,942 | $2.4M |
| Elser Financial Planning, Inc | 0.14% | Reduce -6.3% | 104,897 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.0% | 104,055 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.48% | Reduce -3.2% | 103,609 | $2.4M |
| McCarthy Asset Management, Inc. | 1.64% | Reduce -19.1% | 102,506 | $2.3M |
| Bank of Montreal | 0.00% | Add +80.9% | 102,394 | $2.3M |
| Gleason Group, Inc. | 0.41% | Add +10.6% | 101,902 | $2.3M |
| Western Wealth Management, LLC | 0.12% | Reduce -6.4% | 101,876 | $2.3M |
| Ami Investment Management Inc. | 0.75% | Reduce -3.1% | 101,676 | $2.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -3.1% | 99,981 | $2.3M |
| Cross Staff Investments Inc | 1.60% | Add +9.3% | 101,086 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +38.0% | 101,035 | $2.3M |
| Skyline Advisors, Inc. | 0.89% | No change | 100,481 | $2.3M |
| Essex LLC | 0.48% | No change | 100,336 | $2.3M |
| Segment Wealth Management, LLC | 0.16% | Add +3.2% | 100,334 | $2.3M |
| SVB Wealth LLC | 0.04% | New | 100,038 | $2.3M |
| waypoint wealth counsel | 1.47% | Reduce -0.3% | 99,442 | $2.3M |
| Asset Management Group, Inc. | 0.40% | No change | 99,362 | $2.3M |
| Triangle Securities Wealth Management | 0.57% | Reduce -1.1% | 98,143 | $2.2M |
| Renaissance Technologies | 0.00% | New | 97,400 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.16% | Reduce -60.0% | 96,777 | $2.2M |
| Summit Financial, LLC | 0.08% | Add +43.9% | 95,993 | $2.2M |
| Foster Group, Inc. | 0.08% | Reduce -4.5% | 95,572 | $2.2M |
| GeoWealth Management, LLC | 0.07% | Add +515.2% | 95,565 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Add +0.7% | 95,544 | $2.2M |
| YHB Investment Advisors, Inc. | 0.18% | Reduce -1.8% | 95,507 | $2.2M |
| Meritage Portfolio Management | 0.13% | Reduce -3.1% | 95,007 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +19.1% | 93,999 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | No change | 93,519 | $2.1M |
| Van Cleef Asset Management,Inc | 0.23% | No change | 92,448 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -9.9% | 92,401 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.98% | Reduce -8.4% | 92,111 | $2.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.94% | Add +1.2% | 92,050 | $2.1M |
| Traphagen Investment Advisors LLC | 0.21% | Add +0.1% | 91,305 | $2.1M |
| Lionshead Wealth Management, LLC | 1.49% | — | 90,906 | $2.1M |
| Capital Advisors Inc. | 0.04% | Reduce -11.3% | 89,973 | $2.0M |
| Holderness Investments Co. | 0.45% | Add +3.4% | 89,603 | $2.0M |
| Geometric Wealth Advisors | 0.37% | Add +3.0% | 88,718 | $2.0M |
| CGN Advisors LLC | 0.20% | No change | 88,594 | $2.0M |
| Texas Yale Capital Corp. | 0.08% | No change | 88,228 | $2.0M |
| Regent Peak Wealth Advisors LLC | 0.45% | Add +6.4% | 87,936 | $2.0M |
| Weik Capital Management | 0.81% | Add +0.2% | 87,475 | $2.0M |
| Elm Partners Management LLC | 0.13% | Add +18.9% | 86,922 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.28% | Add +6.5% | 86,873 | $2.0M |
| Adams Wealth Management | 0.37% | Add +5.8% | 85,887 | $1.9M |
| CacheTech Inc. | 0.37% | Add +5.8% | 85,887 | $1.9M |
| Howe & Rusling Inc. | 0.17% | Add +1.4% | 85,825 | $1.9M |
| ARK & TLK Investments, LLC | 0.68% | No change | 85,722 | $1.9M |
| Whitegate Investment Counselors, Inc. | 0.66% | Add +30.6% | 85,361 | $1.9M |
| Operose Advisors LLC | 0.66% | Reduce -2.6% | 85,192 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -4.6% | 85,122 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.96% | — | 84,894 | $1.9M |
| Hendershot Investments Inc. | 0.26% | Reduce -1.0% | 84,694 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +1.3% | 84,656 | $1.9M |
| Thrive Wealth Management, LLC | 0.34% | Add +4.9% | 84,125 | $1.9M |
| NWF Advisory Services Inc. | 0.28% | New | 84,111 | $1.9M |
| Connecticut Wealth Management, LLC | 0.09% | Add +428.8% | 75,640 | $1.9M |
| Kera Capital Partners, Inc. | 0.54% | — | 82,721 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.1% | 82,435 | $1.9M |
| First National Bank of Mount Dora, Trust Investment Services | 0.44% | No change | 81,939 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.87% | Reduce -15.8% | 81,792 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.1% | 81,431 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.1% | 81,431 | $1.8M |
| Barden Capital Management, Inc. | 1.58% | Add +1.9% | 80,922 | $1.8M |
| SOL Capital Management CO | 0.20% | Add +6.6% | 80,684 | $1.8M |
| Midwest Capital Advisors, LLC | 1.34% | — | 80,536 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.2% | 79,613 | $1.8M |
| Modus Advisors, LLC | 0.56% | Add +1.8% | 79,373 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.36% | No change | 78,212 | $1.8M |
| Exchange Bank | 1.42% | Reduce -0.2% | 77,850 | $1.8M |
| Attessa Capital LLC | 1.20% | — | 77,608 | $1.8M |
| Gradient Capital Advisors, LLC | 0.57% | Reduce -0.9% | 77,553 | $1.8M |
| BSW Wealth Partners | 0.26% | Reduce -1.5% | 77,300 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.1% | 77,022 | $1.7M |
| Gray Wealth Management Inc. | 0.66% | Reduce -0.9% | 76,384 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.3% | 75,788 | $1.7M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -3.4% | 75,177 | $1.7M |
| HUB Investment Partners, LLC | 0.07% | Add +50.1% | 74,420 | $1.7M |
| Aspiriant, LLC | 0.06% | Reduce -5.0% | 74,244 | $1.7M |
| Waypoint Wealth Partners Inc. | 0.46% | No change | 73,938 | $1.7M |
| Friedenthal Financial | 0.98% | Add +973.4% | 73,772 | $1.7M |
| Selective Wealth Management, Inc. | 0.68% | Reduce -1.8% | 73,734 | $1.7M |
| Main Street Group, LTD | 0.70% | Reduce -5.1% | 73,096 | $1.7M |
| Newman Dignan & Sheerar, Inc. | 0.42% | Reduce -66.6% | 71,691 | $1.6M |
| Hershey Financial Advisers, LLC | 1.42% | — | 70,999 | $1.6M |
| Fiduciary Group, LLC | 0.16% | Reduce -0.8% | 70,771 | $1.6M |
| Smith & Howard Wealth Management, LLC | 0.45% | No change | 70,221 | $1.6M |
| Facet Wealth, Inc. | 0.04% | Reduce -61.3% | 68,095 | $1.6M |
| FSM Wealth Advisors, LLC | 0.39% | Add +0.1% | 68,961 | $1.6M |
| Guardian Wealth Management, Inc. | 1.08% | No change | 69,614 | $1.6M |
| S.A. Mason LLC | 0.83% | No change | 69,550 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 68,626 | $1.6M |
| North Forty Two & Co. | 1.80% | — | 68,563 | $1.6M |
| Quantinno Capital Management LP | 0.02% | New | 68,560 | $1.6M |
| Blossom Wealth Management | 2.97% | Reduce -13.8% | 67,948 | $1.5M |
| Ritholtz Wealth Management | 0.04% | No change | 67,442 | $1.5M |
| Westbourne Investments, Inc. | 0.90% | — | 67,362 | $1.5M |
| B&D White Capital Company, LLC | 0.26% | Add +2.1% | 67,301 | $1.5M |
| Bogart Wealth, LLC | 0.07% | No change | 66,831 | $1.5M |
| Signature Resources Capital Management, LLC | 1.35% | Reduce -0.8% | 66,802 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | Add +13.3% | 66,679 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +21.8% | 66,377 | $1.5M |
| Everstar Asset Management, LLC | 1.06% | Reduce -9.8% | 65,860 | $1.5M |
| Seascape Capital Management | 0.52% | Add +23.1% | 65,809 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +0.6% | 65,499 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | Reduce -3.0% | 65,210 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -10.2% | 65,098 | $1.5M |
| Clark Asset Management, LLC | 0.27% | Add +1.4% | 64,453 | $1.5M |
| Peachtree Investment Partners, LLC | 0.54% | Add +0.8% | 64,001 | $1.5M |
| Fonville Wealth Management LLC | 0.48% | Reduce -1.6% | 63,752 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.24% | Reduce -7.8% | 62,170 | $1.4M |
| Disciplined Investments, LLC | 0.69% | No change | 61,871 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -8.8% | 61,604 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.4% | 61,417 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -1.1% | 61,280 | $1.4M |
| Freedom Financial Partners LLC | 0.66% | — | 60,477 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.45% | No change | 60,413 | $1.4M |
| Mgo One Seven LLC | 0.05% | Reduce -29.2% | 60,157 | $1.4M |
| Private Trust Co. NA | 0.14% | New | 60,000 | $1.4M |
| Continuum Advisory, LLC | 0.17% | Reduce -66.4% | 59,616 | $1.4M |
| Wealth Architects, LLC | 0.15% | Reduce -1.3% | 59,340 | $1.3M |
| Curi Capital, LLC | 0.03% | No change | 59,324 | $1.3M |
| Bailard, Inc. | 0.03% | No change | 58,946 | $1.3M |
| Keybank National Association | 0.01% | No change | 58,908 | $1.3M |
| PDS Planning, Inc | 0.12% | Reduce -3.5% | 58,460 | $1.3M |
| West Coast Financial LLC | 0.15% | No change | 58,350 | $1.3M |
| Creegan & Nassoura Financial Group, LLC | 0.88% | No change | 57,450 | $1.3M |
| Riverchase Wealth Management, LLC | 0.97% | — | 57,249 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.64% | Add +0.9% | 57,145 | $1.3M |
| Physician Wealth Solutions Inc. | 0.65% | Reduce -66.7% | 56,871 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +6.5% | 56,847 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +19.2% | 56,769 | $1.3M |
| Callahan Advisors, LLC | 0.12% | Reduce -2.3% | 56,693 | $1.3M |
| VERITY Wealth Advisors | 0.92% | No change | 56,088 | $1.3M |
| Evermay Wealth Management LLC | 0.19% | Reduce -2.4% | 55,622 | $1.3M |
| Eley Financial Management, Inc | 0.49% | Reduce -4.7% | 55,562 | $1.3M |
| Cahill Wealth Management, LLC | 0.64% | Add +0.3% | 55,284 | $1.3M |
| Ullmann Wealth Partners Group, LLC | 0.16% | No change | 55,028 | $1.2M |
| Trust Co. of Vermont | 0.06% | Add +597.0% | 54,678 | $1.2M |
| BNC Wealth Management, LLC | 0.40% | Reduce -8.4% | 53,983 | $1.2M |
| Shorepoint Capital Partners LLC | 0.28% | Reduce -0.1% | 53,882 | $1.2M |
| Earned Wealth Advisors, LLC | 0.39% | No change | 53,750 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 53,442 | $1.2M |
| Missouri Trust & Investment Co | 0.42% | Add +31.9% | 52,610 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.29% | Reduce -0.3% | 52,371 | $1.2M |
| Chilton Capital Management LLC | 0.05% | Add +1.0% | 52,268 | $1.2M |
| Cornerstone Planning, LLC | 0.45% | — | 52,261 | $1.2M |
| Penobscot Investment Management Company, Inc. | 0.11% | Reduce -18.4% | 52,095 | $1.2M |
| Sterling Group Wealth Management, LLC | 0.61% | Reduce -1.9% | 51,715 | $1.2M |
| Grant Street Asset Management, Inc. | 0.30% | Add +1.7% | 51,325 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Reduce -44.6% | 28,458 | $1.2M |
| World Investment Advisors | 0.03% | Add +2.6% | 50,713 | $1.2M |
| Morling Financial Advisors, LLC | 0.40% | Reduce -6.9% | 50,025 | $1.1M |
| D'Orazio & Associates, Inc. | 0.17% | Add +0.3% | 49,897 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.3% | 49,658 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +19.0% | 49,649 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.46% | Reduce -4.1% | 49,047 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -10.4% | 48,627 | $1.1M |
| Hurley Capital, LLC | 0.89% | — | 48,096 | $1.1M |
| Grant/GrossMendelsohn, LLC | 0.57% | Reduce -4.2% | 48,172 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.31% | No change | 47,955 | $1.1M |
| Foresight Capital Management Advisors, Inc. | 0.64% | New | 47,842 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.31% | Reduce -0.7% | 47,406 | $1.1M |
| Diligent Investors, LLC | 0.25% | Reduce -4.1% | 47,392 | $1.1M |
| Brio Consultants, LLC | 0.17% | Add +34.2% | 47,242 | $1.1M |
| EPIQ Capital Group, LLC | 0.28% | Add +0.4% | 47,165 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 47,019 | $1.1M |
| Bell Investment Advisors, Inc | 0.20% | Add +0.8% | 46,887 | $1.1M |
| Midwest Financial Group LLC | 0.60% | Add +0.3% | 46,353 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.14% | — | 46,144 | $1.0M |
| Northwest Capital Management Inc | 0.45% | Reduce -24.1% | 46,130 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -15.8% | 45,873 | $1.0M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -69.8% | 46,216 | $1.0M |
| Wealthstream Advisors, Inc. | 0.19% | Add +30.9% | 45,635 | $1.0M |
| Tudor Financial Inc. | 0.60% | Add +1.0% | 45,340 | $1.0M |
| Twelve Points Wealth Management LLC | 0.30% | Reduce -2.7% | 45,304 | $1.0M |
| Keebeck Wealth Management | 0.15% | No change | 44,912 | $1.0M |
| Traveka Wealth, LLC | 0.56% | No change | 44,808 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Reduce -4.8% | 44,670 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +1.9% | 44,634 | $1.0M |
| Envision Financial LLC | 0.81% | — | 44,516 | $1.0M |
| CX Institutional | 0.04% | Add +1.1% | 44,348 | $1.0M |
| Martin Worley Group | 0.63% | — | 44,263 | $1.0M |
| L.K. Benson & Company, P.C. | 0.70% | — | 43,886 | $996K |
| Indie Asset Partners, LLC | 0.78% | No change | 43,638 | $991K |
| Mason & Associates Inc | 0.23% | No change | 43,238 | $982K |
| Colorado Capital Management, Inc. | 0.48% | Add +0.7% | 43,215 | $981K |
| Tompkins Financial Corp. | 0.09% | Add +10.1% | 42,924 | $974K |
| Mengis Capital Management, Inc. | 0.20% | Add +0.2% | 42,343 | $961K |
| BLB&B Advisors, LLC | 0.05% | Reduce -11.3% | 42,165 | $957K |
| Asset Allocation & Management Company, LLC | 0.52% | Add +107.3% | 42,030 | $954K |
| Joule Financial, LLC | 0.34% | Reduce -2.0% | 42,025 | $954K |
| Exchange Capital Management, Inc. | 0.15% | Reduce -1.1% | 41,932 | $952K |
| Waterloo Capital, L.P. | 0.10% | Reduce -5.5% | 41,641 | $945K |
| Barrett & Company, Inc. | 0.40% | Add +0.1% | 41,461 | $941K |
| Muirfield Wealth Advisors LLC | 0.78% | Add +0.4% | 41,450 | $941K |
| Tandem Investment Partners LLC | 0.90% | — | 41,406 | $940K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.6% | 41,260 | $937K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +23.8% | 41,076 | $932K |
| Greenleaf Trust | 0.01% | No change | 40,578 | $921K |
| Burkett Financial Services, LLC | 0.38% | Add +0.2% | 40,523 | $920K |
| Carnegie Investment Counsel | 0.03% | No change | 40,171 | $912K |
| Citizens Financial Group Inc. | 0.02% | Add +0.3% | 40,005 | $908K |
| W.H. Cornerstone Investments Inc. | 0.60% | Add +61.8% | 39,915 | $906K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +85.8% | 39,852 | $905K |
| Waycross Investment Management Co | 0.95% | Reduce -0.3% | 39,774 | $903K |
| Capital Advisors, Ltd. LLC | 0.11% | Reduce -8.0% | 39,729 | $902K |
| Summit Place Financial Advisors, LLC | 0.51% | Add +5.2% | 39,714 | $902K |
| Cahill Financial Advisors Inc. | 0.12% | Add +186.8% | 39,710 | $901K |
| Premier Path Wealth Partners, LLC | 0.14% | No change | 39,646 | $900K |
| LaSalle St. Investment Advisors, LLC | 0.28% | No change | 39,471 | $895K |
| FF Advisors,LLC | 0.61% | Reduce -66.5% | 38,209 | $894K |
| CAP Partners, LLC | 0.63% | Add +11.6% | 39,324 | $893K |
| Bowie Capital Management, LLC | 0.05% | No change | 39,000 | $885K |
| Freestone Capital Holdings, LLC | 0.03% | No change | 38,755 | $880K |
| Quadrant Private Wealth Management, LLC | 0.22% | Reduce -0.5% | 38,667 | $878K |
| Dock Street Asset Management Inc. | 0.10% | No change | 38,601 | $876K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.1% | 38,575 | $876K |
| Townsquare Capital LLC | 0.01% | Add +19.9% | 38,496 | $874K |
| Country Trust Bank | 0.02% | New | 38,250 | $868K |
| Ieq Capital, LLC | 0.01% | Reduce -9.9% | 38,032 | $863K |
| Ironwood Financial, llc | 0.18% | Add +48.4% | 38,010 | $863K |
| Burton Enright Welch | 0.18% | Add +1.8% | 37,912 | $861K |
| Larson Financial Group LLC | 0.04% | Add +15.1% | 37,589 | $853K |
| Northern Capital Management, Inc. | 0.52% | Add +0.1% | 37,306 | $847K |
| Oarsman Capital, Inc. | 0.15% | Add +3.1% | 36,985 | $840K |
| Farrow Financial, Inc. | 0.54% | Reduce -5.0% | 36,822 | $839K |
| Legacy Wealth Management, LLC | 0.05% | Reduce -1.0% | 36,921 | $838K |
| Bedel Financial Consulting, Inc. | 0.12% | No change | 35,649 | $837K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 36,861 | $837K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 36,452 | $827K |
| Park Avenue Securities LLC | 0.01% | No change | 36,424 | $827K |
| Phocas Financial Corp. | 0.11% | No change | 36,417 | $827K |
| Bridgewater Advisors Inc. | 0.09% | Reduce -66.4% | 36,585 | $826K |
| SpringVest Wealth Management LLC | 0.71% | — | 36,359 | $825K |
| Mission Creek Capital Partners, Inc. | 0.18% | Reduce -0.5% | 36,201 | $822K |
| Econ Financial Services Corp | 0.47% | Reduce -11.3% | 35,815 | $813K |
| Diversified Trust Co. | 0.02% | Reduce -3.8% | 35,545 | $807K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 35,536 | $807K |
| One Day In July LLC | 0.08% | No change | 35,229 | $800K |
| Marquette Associates, Inc. | 0.66% | Reduce -8.8% | 35,182 | $799K |
| Hudock, Inc. | 0.14% | No change | 34,809 | $790K |
| Root Financial Partners, LLC | 0.10% | Add +52.8% | 34,694 | $788K |
| Aegis Wealth Management LLC | 0.53% | — | 34,589 | $785K |
| MCF Advisors LLC | 0.05% | No change | 34,474 | $783K |
| Consilium Wealth Advisory, LLC | 0.37% | No change | 34,470 | $782K |
| Monograph Wealth Advisors, LLC | 0.10% | Add +6.5% | 34,453 | $782K |
| DecisionMap Wealth Management, LLC | 0.62% | — | 34,212 | $777K |
| R. W. Roge & Company, Inc. | 0.42% | Reduce -7.6% | 34,119 | $774K |
| Cutter & CO Brokerage, Inc. | 0.19% | Add +145.6% | 34,049 | $773K |
| Westmount Partners, LLC | 0.23% | Add +0.2% | 33,975 | $771K |
| Evanson Asset Management, LLC | 0.05% | No change | 33,884 | $769K |
| Prospera Financial Services Inc | 0.02% | Add +18.1% | 32,962 | $748K |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Add +48.9% | 32,863 | $746K |
| Stockman Wealth Management, Inc. | 0.12% | Add +6.1% | 32,850 | $746K |
| QRG Capital Management, Inc. | 0.01% | Add +5.7% | 32,726 | $743K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Reduce -7.2% | 32,492 | $738K |
| AdvisorNet Financial, Inc | 0.06% | Add +0.2% | 32,439 | $736K |
| Horizon Investment Services, LLC | 0.31% | Add +0.1% | 32,384 | $735K |
| Fulcrum Equity Management | 0.73% | Reduce -3.8% | 32,304 | $733K |
| Penney Financial, LLC | 0.49% | Add +48.3% | 32,255 | $732K |
| Liberty Wealth Management LLC | 0.12% | Add +136.4% | 32,164 | $730K |
| Continuum Wealth Advisors, LLC | 0.37% | Add +5.4% | 31,873 | $724K |
| Ironwood Investment Counsel, LLC | 0.12% | No change | 31,818 | $722K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 31,722 | $720K |
| Abacus Planning Group, Inc. | 0.13% | Add +1.8% | 31,673 | $719K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -1.3% | 31,629 | $718K |
| High Probability Advisors, LLC | 0.13% | Add +149.5% | 31,548 | $716K |
| Voisard Asset Management Group, Inc. | 0.24% | Reduce -25.7% | 31,338 | $711K |
| BlackRock, Inc. | 0.00% | Add +13.4% | 31,176 | $708K |
| Composition Wealth, LLC | 0.01% | Reduce -39.4% | 31,086 | $706K |
| Altus Wealth Management, LLC | 0.32% | Add +0.3% | 31,038 | $705K |
| Winthrop Capital Management, LLC | 0.18% | New | 30,391 | $692K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 30,484 | $692K |
| Plancorp, LLC | 0.03% | Add +0.2% | 30,352 | $689K |
| Foster & Motley Inc. | 0.04% | Reduce -1.2% | 30,275 | $687K |
| Perennial Advisors, LLC | 0.15% | — | 30,099 | $683K |
| Bantamac Capital, LLC | 0.31% | No change | 30,000 | $681K |
| Hills Bank & Trust Co | 0.05% | No change | 30,000 | $681K |
| Callan Family Office, LLC | 0.04% | New | 30,000 | $681K |
| Denver PWM, LLC | 0.26% | Reduce -3.3% | 29,829 | $677K |
| McAdam, LLC | 0.04% | Reduce -36.3% | 29,783 | $676K |
| Spire Wealth Management | 0.02% | Add +6.1% | 29,627 | $673K |
| Aletheian Wealth Advisors LLC | 0.40% | No change | 29,545 | $671K |
| North Star Investment Management Corp. | 0.05% | No change | 29,352 | $666K |
| Financial Advocates Investment Management | 0.04% | Reduce -20.7% | 29,196 | $663K |
| Wealthcare Capital Management LLC | 0.07% | New | 29,076 | $660K |
| Twele Capital Management, Inc. | 0.14% | Reduce -1.7% | 29,033 | $659K |
| Traction Financial Partners, LLC | 0.51% | Add +16.4% | 28,950 | $657K |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.1% | 28,607 | $649K |
| Builder Investment Group Inc. | 0.18% | Reduce -0.7% | 28,491 | $647K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.1% | 28,400 | $645K |
| Patton Albertson Miller Group, LLC | 0.09% | Reduce -11.5% | 28,204 | $640K |
| Wernau Asset Management Inc. | 0.62% | — | 28,194 | $640K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -70.8% | 27,139 | $638K |
| AE Wealth Management LLC | 0.01% | Add +9.1% | 27,774 | $630K |
| Rehmann Capital Advisory Group | 0.04% | No change | 27,748 | $630K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -3.0% | 27,738 | $630K |
| TLWM | 0.12% | Add +0.5% | 27,652 | $628K |
| Horan Securities, Inc. | 0.24% | Reduce -24.0% | 27,529 | $625K |
| Boston Financial Mangement LLC | 0.02% | Add +23.5% | 27,223 | $618K |
| Reliant Wealth Planning | 0.29% | Reduce -44.6% | 27,189 | $617K |
| AF Advisors, Inc. | 0.08% | No change | 26,965 | $612K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +9.1% | 26,306 | $611K |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -0.8% | 26,808 | $609K |
| Weatherly Asset Management L. P. | 0.05% | No change | 26,415 | $600K |
| LGL Partners, LLC | 0.09% | Add +0.3% | 26,411 | $600K |
| West Financial Advisors, LLC | 0.11% | Reduce -1.0% | 26,154 | $594K |
| GS Investments, Inc. | 0.27% | Reduce -0.5% | 26,051 | $591K |
| Washburn Capital Management, Inc. | 0.37% | Add +6.5% | 26,037 | $591K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -16.1% | 26,009 | $590K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +0.3% | 25,849 | $587K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | No change | 25,826 | $586K |
| Brighton Securities Corp. | 0.28% | — | 25,730 | $584K |
| OLIO Financial Planning | 0.20% | Reduce -13.3% | 25,676 | $583K |
| Acas, LLC | 0.43% | Reduce -0.1% | 24,756 | $581K |
| Ridgewood Investments LLC | 0.28% | Add +64.6% | 25,484 | $578K |
| Armbruster Capital Management, Inc. | 0.12% | Reduce -0.7% | 25,468 | $578K |
| Shakespeare Wealth Management, LLC | 0.16% | No change | 25,396 | $576K |
| Kades & Cheifetz LLC | 0.29% | Add +0.2% | 25,321 | $575K |
| Aquire Wealth Advisors, LLC | 0.18% | Reduce -6.2% | 25,261 | $573K |
| My Personal CFO, LLC | 0.29% | No change | 25,184 | $572K |
| Crewe Advisors LLC | 0.08% | Add +0.3% | 25,153 | $571K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -1.9% | 25,146 | $571K |
| Savvy Advisors, Inc. | 0.07% | Reduce -16.7% | 25,013 | $568K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.5% | 25,006 | $568K |
| Jeppson Wealth Management, LLC | 0.21% | Add +0.3% | 24,996 | $567K |
| Scott & Selber, Inc. | 0.17% | Add +0.5% | 24,758 | $562K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Reduce -0.3% | 24,562 | $558K |
| Greenline Partners, LLC | 0.08% | Add +0.3% | 24,543 | $557K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +5.9% | 24,473 | $556K |
| Womack Financial LLC | 0.49% | — | 24,306 | $552K |
| Blankinship & Foster, LLC | 0.14% | No change | 24,285 | $551K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -5.1% | 24,275 | $551K |
| Sightline Wealth Advisors, LLC | 0.30% | Add +0.8% | 24,209 | $550K |
| Rollins Financial Advisors, LLC | 0.09% | No change | 24,137 | $548K |
| CW Advisors, LLC | 0.01% | Reduce -36.7% | 24,037 | $546K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +1.2% | 24,029 | $545K |
| RIA Advisory Group LLC | 0.18% | Reduce -7.6% | 23,630 | $536K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 23,608 | $536K |
| Gainplan LLC | 0.20% | Reduce -2.3% | 23,592 | $536K |
| Broadleaf Partners, LLC | 0.12% | Add +0.1% | 23,508 | $534K |
| IRON Financial LLC | 0.30% | Reduce -1.2% | 23,477 | $533K |
| Clay Northam Wealth Management, LLC | 0.34% | Reduce -1.5% | 23,446 | $532K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 23,304 | $529K |
| Edge Capital Group, LLC | 0.02% | Reduce -97.9% | 483 | $528K |
| Summit Asset Management, LLC | 0.09% | No change | 23,205 | $527K |
| Clarity Wealth Advisors, LLC | 0.14% | Reduce -3.9% | 23,199 | $527K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.8% | 23,131 | $525K |
| Hanover Advisors Inc. | 0.22% | No change | 23,061 | $523K |
| Nwam LLC | 0.03% | Reduce -8.0% | 23,043 | $523K |
| Total Investment Management Inc. | 0.07% | Add +16.2% | 22,998 | $522K |
| Custos Family Office, LLC | 0.18% | No change | 22,974 | $522K |
| Waterford Advisors, LLC | 0.27% | No change | 22,944 | $521K |
| Sterling Wealth Management, Inc. | 0.19% | No change | 22,939 | $521K |
| Heritage Oak Wealth Advisors LLC | 0.25% | New | 22,720 | $516K |
| Faithward Advisors, LLC | 0.09% | Reduce -5.8% | 22,506 | $511K |
| Noble Family Wealth, LLC | 0.14% | Reduce -0.2% | 22,276 | $507K |
| Dakota Wealth Management | 0.01% | Reduce -6.8% | 22,050 | $501K |
| Financial Futures Ltd Liability Co. | 0.28% | Add +11.4% | 21,966 | $499K |
| Telos Capital Management, Inc. | 0.05% | Add +19.5% | 21,963 | $499K |
| Hirtle & Co., LLC | 0.02% | No change | 21,837 | $496K |
| Everett Harris & Co. | 0.01% | Add +17.3% | 21,825 | $495K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.1% | 21,710 | $493K |
| Naviter Wealth, LLC | 0.06% | No change | 21,696 | $492K |
| Argent Trust Co | 0.02% | No change | 21,636 | $491K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -9.3% | 21,607 | $490K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 21,581 | $490K |
| Sowell Financial Services LLC | 0.03% | New | 21,519 | $488K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -0.8% | 21,510 | $488K |
| Alaska Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 21,501 | $488K |
| Balentine LLC | 0.02% | No change | 21,234 | $482K |
| Heritage Financial Services, LLC | 0.06% | No change | 21,213 | $482K |
| Shira Ridge Wealth Management | 0.23% | No change | 21,114 | $479K |
| Fiduciary Alliance LLC | 0.05% | Add +106.4% | 20,971 | $476K |
| Keener Financial Planning LLC | 0.28% | No change | 21,006 | $476K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 20,694 | $470K |
| Lakeridge Wealth Management LLC | 0.24% | No change | 20,691 | $470K |
| LexAurum Advisors, LLC | 0.09% | No change | 20,550 | $466K |
| Forum Financial Management, LP | 0.01% | Add +2.5% | 20,480 | $465K |
| Wealthgarden F.S. LLC | 0.43% | Add +91.5% | 20,291 | $461K |
| Solutions 4 Wealth, Ltd | 0.83% | Add +0.1% | 20,169 | $458K |
| Evoke Wealth, LLC | 0.01% | No change | 19,998 | $454K |
| Garde Capital, Inc. | 0.03% | Add +2.2% | 19,974 | $453K |
| Morris Financial Concepts, Inc. | 0.19% | Reduce -0.1% | 19,830 | $450K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.4% | 19,828 | $450K |
| Aull & Monroe Investment Management Corp | 0.23% | No change | 19,785 | $449K |
| Novus Advisors, LLC | 0.45% | — | 19,764 | $449K |
| BetterWealth, LLC | 0.12% | No change | 19,695 | $447K |
| Advisor OS, LLC | 0.05% | Add +62.5% | 19,518 | $443K |
| Evergreen Capital Management LLC | 0.01% | No change | 19,337 | $439K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.4% | 19,316 | $438K |
| Capital Analysts, LLC | 0.02% | Reduce -9.2% | 19,150 | $434K |
| Level Wealth Management LLC | 0.31% | — | 19,111 | $434K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -3.4% | 19,088 | $433K |
| Lederer & Associates Investment Counsel | 0.30% | No change | 18,999 | $431K |
| Qube Research & Technologies Ltd | 0.00% | Add +90.3% | 18,797 | $427K |
| Vickerman Investment Advisors, Inc. | 0.12% | Add +2.3% | 18,704 | $425K |
| Tiemann Investment Advisors, LLC | 0.19% | No change | 18,667 | $424K |
| Apella Capital, LLC | 0.02% | Reduce -0.3% | 18,369 | $417K |
| Hardin Capital Partners, LLC | 0.25% | Reduce -0.9% | 18,272 | $415K |
| Foundations Investment Advisors, LLC | 0.01% | New | 18,270 | $415K |
| Sage Financial Group Inc. | 0.03% | Reduce -4.6% | 18,214 | $413K |
| Seneca House Advisors | 0.16% | Add +0.4% | 18,158 | $412K |
| Hardy Reed LLC | 0.04% | Reduce -0.5% | 18,087 | $411K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -1.4% | 18,083 | $410K |
| Black Diamond Financial, LLC | 0.06% | Add +7.5% | 18,083 | $410K |
| Royal Capital Wealth Management, LLC | 0.29% | No change | 18,070 | $410K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 18,069 | $410K |
| Regions Financial Corp. | 0.00% | Reduce -1.6% | 18,051 | $410K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.2% | 18,008 | $409K |
| United Asset Strategies, Inc. | 0.04% | No change | 18,000 | $409K |
| Your Advocates Ltd., LLP | 0.16% | Add +7.0% | 17,924 | $407K |
| Ameritas Advisory Services, LLC | 0.01% | Add +27.4% | 17,869 | $406K |
| Schrum Private Wealth Management LLC | 0.34% | Reduce -50.0% | 17,850 | $405K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.3% | 17,834 | $405K |
| Sage Rhino Capital LLC | 0.09% | Add +0.6% | 17,808 | $404K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -73.5% | 17,682 | $401K |
| AA Financial Advisors, LLC | 0.11% | Reduce -0.3% | 17,672 | $401K |
| Pacific Sun Financial Corp | 0.22% | Reduce -2.0% | 17,640 | $400K |
| Old North State Wealth Management, LLC | 0.22% | Add +0.8% | 17,422 | $396K |
| OneAscent Wealth Management LLC | 0.16% | Reduce -23.0% | 17,400 | $395K |
| Klingman & Associates, LLC | 0.03% | Add +3.4% | 17,400 | $395K |
| NorthRock Partners, LLC | 0.01% | Add +0.5% | 17,338 | $394K |
| Gibraltar Capital Management, Inc. | 0.17% | No change | 17,322 | $393K |
| Accredited Wealth Management, LLC | 0.34% | — | 17,249 | $392K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +58.1% | 17,240 | $391K |
| Anchor Investment Management, LLC | 0.04% | No change | 17,232 | $391K |
| AlphaQ Advisors LLC | 1.07% | Add +3.3% | 17,186 | $390K |
| Front Row Advisors LLC | 0.13% | Reduce -0.9% | 17,062 | $387K |
| Apex Wealth Management, LLC | 0.33% | — | 17,009 | $386K |
| Good Life Advisors, LLC | 0.03% | No change | 17,008 | $386K |
| American Money Management, LLC | 0.08% | No change | 16,950 | $385K |
| Arlington Trust Co LLC | 0.08% | Add +93827.8% | 16,907 | $384K |
| Jacobs & Co. | 0.04% | Reduce -2.1% | 16,592 | $376K |
| Moseley Investment Management Inc. | 0.15% | No change | 16,476 | $374K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 16,468 | $374K |
| Baldwin Wealth Partners LLC | 0.03% | Add +0.1% | 16,226 | $368K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +5.4% | 16,139 | $366K |
| Bill Few Associates, Inc. | 0.13% | No change | 15,972 | $363K |
| Index Fund Advisors, Inc. | 0.02% | No change | 15,947 | $362K |
| Resolute Advisors LLC | 0.07% | Add +0.3% | 15,919 | $361K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 15,900 | $361K |
| Appleton Partners Inc. | 0.03% | Reduce -4.7% | 15,851 | $360K |
| Perritt Capital Management Inc | 0.19% | Add +236.7% | 15,777 | $358K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | No change | 15,755 | $358K |
| Ehrlich Financial Group | 0.25% | Add +19.1% | 15,570 | $353K |
| WealthBridge Capital Management, LLC | 0.10% | No change | 15,559 | $353K |
| Essex Bank | 0.09% | Reduce -1.1% | 15,557 | $353K |
| Pachira Investments Inc. | 0.22% | Reduce -4.6% | 15,439 | $352K |
| Pinion Investment Advisors, LLC | 0.14% | Add +5.0% | 15,385 | $349K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 15,357 | $349K |
| Magnolia Capital Advisors LLC | 0.09% | Add +43.8% | 15,306 | $347K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -8.7% | 15,189 | $345K |
| Broadview Financial Management, LLC | 0.25% | Add +0.3% | 15,184 | $345K |
| Precedent Wealth Partners, LLC | 0.11% | No change | 15,171 | $344K |
| Auxano Advisors, LLC | 0.09% | New | 15,068 | $342K |
| ZynergyRetirementPlanningLLC | 0.24% | Reduce -66.7% | 5,125 | $341K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 15,000 | $341K |
| Planning Center, Inc. | 0.04% | Reduce -32.3% | 14,954 | $339K |
| Able Wealth Management LLC | 0.22% | No change | 14,929 | $339K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +18.0% | 14,824 | $337K |
| Access Financial Services, Inc. | 0.15% | New | 14,808 | $336K |
| Commerce Bank | 0.00% | No change | 14,730 | $334K |
| UMB Bank, n.a. | 0.01% | No change | 14,700 | $334K |
| Tranquility Partners, LLC | 0.13% | No change | 14,685 | $333K |
| Michael A. Dubis Financial Planning, LLC | 0.32% | — | 14,625 | $332K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 14,625 | $332K |
| Whittier Trust Co. | 0.00% | No change | 14,538 | $330K |
| WealthShield Partners, LLC | 0.05% | Add +33.0% | 14,474 | $329K |
| North Berkeley Wealth Management, LLC | 0.33% | — | 14,382 | $326K |
| Atlatl Advisers LLC | 0.19% | — | 14,366 | $326K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +0.3% | 14,336 | $325K |
| Rossby Financial, LCC | 0.21% | — | 14,323 | $325K |
| Somerset Group LLC | 0.30% | Add +8.5% | 14,288 | $324K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.5% | 14,275 | $324K |
| Independent Financial Group, LLC | 0.01% | No change | 14,259 | $324K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.4% | 14,202 | $322K |
| Sierra Summit Advisors LLC | 0.06% | No change | 14,085 | $320K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 14,080 | $320K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 14,024 | $318K |
| LifeSteps Financial, Inc. | 0.24% | Add +7.7% | 14,016 | $318K |
| Versant Capital Management, Inc | 0.07% | Add +0.3% | 14,004 | $318K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +22.5% | 13,981 | $317K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 13,971 | $317K |
| Foundation Wealth Management, LLC\PA | 0.15% | — | 13,944 | $317K |
| American Financial Advisors, LLC | 0.04% | Reduce -7.6% | 13,928 | $316K |
| NewEdge Wealth, LLC | 0.01% | No change | 13,634 | $310K |
| Prepared Retirement Institute LLC | 0.18% | Add +0.3% | 13,571 | $308K |
| Advisors Capital Management, LLC | 0.00% | No change | 13,569 | $308K |
| Strategic Equity Management | 0.13% | Reduce -8.6% | 13,466 | $306K |
| Ruggaard & Associates LLC | 0.13% | No change | 13,441 | $305K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 13,341 | $303K |
| Worth Asset Management, LLC | 0.16% | Reduce -5.1% | 13,335 | $303K |
| Carolina Wealth Advisors, LLC | 0.16% | Add +3.7% | 13,294 | $302K |
| Barnes Wealth Management Group, Inc | 0.20% | — | 13,293 | $302K |
| Councilmark Asset Management, LLC | 0.20% | No change | 13,290 | $302K |
| Franklin Resources Inc. | 0.00% | No change | 13,260 | $301K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +0.1% | 13,227 | $300K |
| Capital Insight Partners, LLC | 0.05% | No change | 13,218 | $300K |
| Stone Summit Wealth LLC | 0.10% | Add +36.1% | 13,201 | $300K |
| Pflug Koory, LLC | 0.02% | No change | 13,176 | $299K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +73.3% | 13,155 | $299K |
| JBGlobal.com LLC | 0.32% | — | 13,148 | $298K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 13,107 | $298K |
| Coppell Advisory Solutions LLC | 0.04% | No change | 13,059 | $297K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 13,099 | $297K |
| New Perspectives, Inc | 0.16% | No change | 13,089 | $297K |
| BostonPremier Wealth LLC | 0.18% | — | 12,978 | $295K |
| Clearstead Advisors, LLC | 0.00% | Add +17.6% | 12,892 | $293K |
| Rock Point Advisors, LLC | 0.09% | Reduce -44.2% | 12,855 | $292K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 12,843 | $292K |
| Moneco Advisors, LLC | 0.03% | No change | 12,798 | $291K |
| BIP Wealth, LLC | 0.02% | No change | 12,797 | $290K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -66.7% | 4,350 | $289K |
| Ciovacco Capital Management LLC | 0.16% | No change | 12,676 | $288K |
| Babb Wealth Advisors LLC | 0.23% | — | 12,633 | $287K |
| Choate Investment Advisors | 0.01% | No change | 12,630 | $287K |
| Aurora Investment Managers, LLC. | 0.18% | No change | 12,510 | $284K |
| Cornerstone Enterprises, LLC | 0.17% | No change | 12,426 | $282K |
| Grandfield & Dodd, LLC | 0.02% | No change | 12,417 | $282K |
| Dravo Bay LLC | 0.14% | New | 12,411 | $282K |
| Patten & Patten Inc. | 0.02% | No change | 12,385 | $281K |
| Boyce & Associates Wealth Consulting, Inc. | 0.28% | Reduce -4.5% | 12,289 | $279K |
| GG Group Ventures, LLC | 0.37% | Reduce -66.7% | 12,285 | $279K |
| Murphy & Mullick Capital Management Corp | 0.26% | — | 12,267 | $278K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +19.9% | 12,034 | $273K |
| Squire Investment Management Company, LLC | 0.12% | No change | 12,000 | $272K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 12,000 | $272K |
| Riggs Capital Management LLC | 0.27% | — | 11,997 | $272K |
| Vigilare Wealth Management | 0.11% | No change | 11,860 | $269K |
| Americana Partners, LLC | 0.01% | No change | 11,859 | $269K |
| Creative Capital Management Investments LLC | 0.11% | No change | 11,802 | $268K |
| Simplicity Wealth,LLC | 0.06% | Reduce -15.0% | 11,801 | $268K |
| Fisher Asset Management | 0.00% | New | 11,792 | $268K |
| StoneX Group Inc. | 0.01% | Add +0.9% | 11,768 | $267K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 11,721 | $266K |
| Berger Financial Group, Inc | 0.02% | Reduce -25.0% | 11,716 | $266K |
| Claris Advisors, LLC / Mo / | 0.10% | Add +0.3% | 11,710 | $266K |
| Michels Family Financial, LLC | 0.24% | — | 11,651 | $264K |
| Comerica Bank | 0.00% | Reduce -7.2% | 11,636 | $264K |
| Legacy Capital Wealth Management, LLC | 0.26% | — | 11,488 | $261K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 11,468 | $260K |
| Burt Wealth Advisors | 0.07% | Reduce -11.6% | 11,448 | $260K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -66.7% | 11,389 | $259K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 11,378 | $258K |
| Snowden Capital Advisors LLC | 0.01% | No change | 11,355 | $258K |
| Columbia Advisory Partners LLC | 0.24% | New | 11,291 | $256K |
| Main Management LLC | 0.02% | No change | 11,220 | $255K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 11,226 | $255K |
| White Pine Investment CO | 0.07% | Reduce -8.1% | 11,205 | $254K |
| Guardian Financial Partners, LLC | 0.15% | Add +2.2% | 11,182 | $254K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -0.4% | 11,100 | $252K |
| 49 Wealth Management, LLC | 0.04% | Add +6.4% | 11,078 | $251K |
| Kingsview Wealth Management, LLC | 0.00% | Add +7.3% | 11,031 | $250K |
| Wedmont Private Capital | 0.01% | Reduce -1.4% | 11,054 | $249K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +999.1% | 10,881 | $247K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -65.2% | 10,600 | $247K |
| Team Hewins, LLC | 0.10% | New | 10,764 | $244K |
| Act Wealth Management, LLC | 0.11% | Add +2.2% | 10,705 | $243K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,687 | $243K |
| Alley Investment Management Company, LLC | 0.03% | No change | 10,686 | $243K |
| Bessemer Group Inc. | 0.00% | No change | 10,665 | $242K |
| Empirical Asset Management, LLC | 0.08% | Add +0.7% | 10,640 | $242K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 10,590 | $240K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -7.4% | 10,476 | $238K |
| Certified Advisory Corp | 0.03% | No change | 10,472 | $238K |
| US Financial Advisors, LLC | 0.07% | No change | 10,428 | $237K |
| Tanager Wealth Management LLP | 0.03% | Reduce -1.5% | 10,296 | $234K |
| Summit X, LLC | 0.05% | No change | 10,278 | $233K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.3% | 10,227 | $232K |
| Bright Futures Wealth Management, LLC. | 0.21% | Reduce -67.7% | 9,919 | $232K |
| HC Advisors, LLC | 0.19% | No change | 10,188 | $231K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -19.1% | 10,186 | $231K |
| FPC Investment Advisory, Inc. | 0.17% | Reduce -6.3% | 9,870 | $231K |
| Cornerstone Financial Group, LLC | 0.23% | — | 10,122 | $230K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -66.6% | 10,173 | $230K |
| Clarity Capital Advisors, LLC | 0.15% | Add +0.3% | 10,117 | $230K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 10,104 | $229K |
| Orion Capital Management LLC | 0.10% | Reduce -11.8% | 10,101 | $229K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 10,094 | $229K |
| Stephens Inc. | 0.00% | No change | 10,083 | $229K |
| Trevian Wealth Management LLC | 0.17% | No change | 10,022 | $228K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -74.9% | 10,027 | $228K |
| Armor Investment Advisors, LLC | 0.09% | No change | 10,005 | $227K |
| SignalPoint Asset Management, LLC | 0.05% | Add +0.9% | 9,934 | $226K |
| Quadcap Wealth Management, LLC | 0.03% | New | 9,932 | $225K |
| KilterHowling LLC | 0.13% | Add +0.3% | 9,613 | $225K |
| Blue Trust, Inc. | 0.00% | Reduce -23.5% | 9,855 | $224K |
| Stark Wealth Management LLC | 0.16% | — | 9,768 | $222K |
| Columbia Asset Management | 0.04% | New | 9,693 | $220K |
| Silver Lake Advisory, LLC | 0.10% | Add +4.8% | 9,671 | $220K |
| Abound Wealth Management | 0.07% | Reduce -19.4% | 9,636 | $219K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.5% | 9,628 | $219K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Reduce -2.3% | 9,605 | $218K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -7.1% | 9,595 | $218K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.4% | 9,583 | $218K |
| Red Spruce Capital, LLC | 0.10% | New | 9,507 | $216K |
| Wick Capital Partners, LLC | 0.06% | Add +1.2% | 9,468 | $215K |
| Riverwater Partners LLC | 0.10% | Reduce -6.5% | 9,461 | $215K |
| Rockwood Wealth Management, LLC | 0.02% | New | 9,392 | $214K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,326 | $212K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.4% | 9,318 | $212K |
| Glaxis Capital Management, LLC | 0.58% | Add +0.3% | 9,259 | $210K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -3.0% | 9,251 | $210K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 9,238 | $210K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -68.1% | 9,219 | $209K |
| Arkadios Wealth Advisors | 0.01% | Reduce -35.3% | 9,213 | $209K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.5% | 9,198 | $209K |
| Jackson Wealth Management, LLC | 0.02% | No change | 9,182 | $208K |
| Schnieders Capital Management LLC | 0.04% | No change | 9,151 | $208K |
| Trek Financial, LLC | 0.02% | New | 9,129 | $207K |
| Round Rock Advisors LLC | 0.04% | Add +0.1% | 9,098 | $207K |
| Wedgewood Investors Inc. | 0.24% | No change | 9,074 | $206K |
| Robinswood Financial LLC | 0.08% | Add +0.6% | 9,037 | $205K |
| SJS Investment Consulting Inc. | 0.04% | Reduce -2.1% | 9,010 | $205K |
| Dividend Assets Capital, LLC | 0.04% | New | 9,000 | $204K |
| Florida Trust Wealth Management Co | 0.01% | New | 9,000 | $204K |
| River Wealth Advisors LLC | 0.03% | Reduce -15.4% | 8,988 | $204K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 9,030 | $204K |
| Aspen Grove Capital, LLC | 0.04% | New | 8,930 | $203K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | New | 8,881 | $202K |
| Northwest Financial Advisors | 0.17% | Reduce -1.7% | 8,860 | $201K |
| Becker Capital Management Inc. | 0.01% | New | 8,845 | $201K |
| DB Fitzpatrick & Co, Inc | 0.18% | Add +3.0% | 8,800 | $200K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 8,760 | $199K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -1.0% | 8,654 | $196K |
| Old Second National Bank of Aurora | 0.04% | No change | 8,250 | $187K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 8,174 | $186K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 7,652 | $174K |
| Tidemark, LLC | 0.06% | Add +0.9% | 7,154 | $162K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.1% | 7,005 | $159K |
| Biltmore Family Office, LLC | 0.03% | No change | 6,750 | $153K |
| Empowered Funds, LLC | 0.00% | New | 6,723 | $153K |
| Pacific Center for Financial Services | 0.04% | No change | 6,693 | $152K |
| Investors Research Corp | 0.03% | No change | 6,486 | $147K |
| TCTC Holdings, LLC | 0.01% | No change | 6,180 | $140K |
| Group One Trading LLC | 0.00% | New | 6,134 | $139K |
| Hollencrest Capital Management | 0.01% | No change | 6,075 | $138K |
| Peoples Financial Services Corp. | 0.06% | No change | 6,000 | $136K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 5,862 | $133K |
| HM Payson & Co. | 0.00% | No change | 5,822 | $132K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 5,664 | $129K |
| Bfsg, LLC | 0.01% | Add +150.9% | 5,646 | $128K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 5,601 | $127K |
| Glassman Wealth Services | 0.02% | Add +55.5% | 5,579 | $127K |
| Richardson Capital Management LLC | 0.08% | Reduce -26.2% | 5,482 | $124K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +3.6% | 5,438 | $123K |
| Ameriflex Group, Inc. | 0.06% | — | 5,175 | $121K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -0.5% | 5,248 | $119K |
| Bangor Savings Bank | 0.01% | Add +0.4% | 5,017 | $114K |
| New Republic Capital, LLC | 0.07% | Add +937.5% | 4,980 | $113K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,881 | $111K |
| Evolution Advisers, Inc. | 0.06% | Add +6.0% | 4,828 | $109K |
| United Community Bank | 0.04% | New | 4,800 | $109K |
| Bokf, NA | 0.00% | Reduce -35.1% | 4,794 | $108K |
| Princeton Global Asset Management LLC | 0.02% | No change | 4,449 | $101K |
| Sage Mountain Advisors LLC | 0.01% | Add +1977.5% | 4,425 | $100K |
| Wingate Wealth Advisors, Inc. | 0.09% | — | 4,236 | $96K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,230 | $96K |
| Financial Life Planners | 0.08% | — | 4,139 | $94K |
| Creekmur Asset Management LLC | 0.02% | Reduce -0.9% | 3,867 | $88K |
| Montag A & Associates Inc. | 0.00% | Add +0.4% | 3,776 | $86K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 3,576 | $84K |
| Elevate Wealth Advisory, Inc. | 0.06% | Reduce -17.6% | 3,480 | $79K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | — | 3,253 | $74K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +15.0% | 2,739 | $74K |
| Laurel Wealth Advisors LLC | 0.01% | Add +20.9% | 3,171 | $72K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.3% | 3,134 | $71K |
| Roxbury Financial LLC | 0.07% | — | 2,968 | $70K |
| Pacifica Partners Inc. | 0.03% | No change | 3,000 | $68K |
| CENTRAL TRUST Co | 0.00% | No change | 2,730 | $62K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,712 | $62K |
| Hoertkorn Richard Charles | 0.03% | No change | 2,700 | $61K |
| HighMark Wealth Management LLC | 0.03% | Add +0.3% | 2,546 | $58K |
| Principal Securities, Inc. | 0.00% | Add +15.0% | 2,415 | $55K |
| Eastern Bank | 0.00% | New | 2,400 | $54K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 2,322 | $53K |
| First Horizon Advisors, Inc. | 0.00% | Add +14.6% | 2,327 | $53K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -51.5% | 2,262 | $51K |
| American Capital Advisory, LLC | 0.03% | Add +15.5% | 2,142 | $49K |
| Keystone Financial Group, Inc. | 0.04% | — | 2,127 | $48K |
| Godsey & Gibb, Inc. | 0.00% | No change | 2,103 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | Add +17058.3% | 2,059 | $47K |
| Manchester Capital Management LLC | 0.01% | Reduce -16.3% | 2,026 | $46K |
| JNBA Financial Advisors | 0.00% | No change | 1,992 | $45K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 1,865 | $42K |
| Human Investing LLC | 0.01% | New | 1,830 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.1% | 1,819 | $41K |
| SIMA Wealth Partners, LLC | 0.03% | Add +45.1% | 1,793 | $41K |
| Oxford Financial Group, LTD. LLC | 0.00% | Add +12.7% | 1,775 | $40K |
| Birchbrook, Inc. | 0.02% | No change | 1,665 | $38K |
| Moser Wealth Advisors, LLC | 0.02% | Add +0.2% | 1,651 | $37K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 1,633 | $37K |
| McClarren Financial Advisors, Inc. | 0.10% | New | 1,669 | $37K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,593 | $36K |
| Western Pacific Wealth Management, LP | 0.03% | Add +0.4% | 1,566 | $36K |
| NWK Group, Inc. | 0.01% | No change | 1,542 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -24.0% | 1,521 | $35K |
| Hemington Wealth Management | 0.01% | Reduce -66.7% | 1,494 | $33K |
| Nemes Rush Group LLC | 0.00% | Add +1.3% | 1,449 | $33K |
| GAMMA Investing LLC | 0.00% | No change | 1,446 | $33K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 1,376 | $31K |
| Global Financial Private Client, LLC | 0.01% | No change | 1,332 | $30K |
| Millstone Evans Group, LLC | 0.02% | — | 1,317 | $30K |
| Albion Financial Group | 0.00% | No change | 1,260 | $29K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 1,249 | $28K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,191 | $28K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,216 | $28K |
| Wiser Advisor Group LLC | 0.04% | Add +0.3% | 1,176 | $27K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 1,161 | $26K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,111 | $25K |
| Promus Capital, LLC | 0.02% | — | 1,104 | $25K |
| Studio Investment Management LLC | 0.01% | No change | 1,092 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +11.3% | 1,092 | $25K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,065 | $24K |
| Rothschild Investment LLC | 0.00% | Add +14.9% | 1,020 | $23K |
| Lindbrook Capital, LLC | 0.00% | Add +0.1% | 985 | $22K |
| First Command Advisory Services, Inc. | 0.00% | No change | 972 | $22K |
| Synergy Investment Management, LLC | 0.01% | — | 963 | $22K |
| Olistico Wealth, LLC | 0.01% | Add +0.2% | 887 | $20K |
| TFC Financial Management, Inc. | 0.00% | No change | 816 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -18.8% | 750 | $17K |
| Robbins Farley | 0.01% | Reduce -0.1% | 737 | $17K |
| Belvedere Trading LLC | 0.00% | Reduce -75.9% | 733 | $17K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 714 | $16K |
| Key Financial Inc | 0.00% | No change | 633 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.4% | 628 | $14K |
| Integrity Financial Corp | 0.01% | No change | 627 | $14K |
| Raleigh Capital Management Inc. | 0.01% | New | 598 | $14K |
| Curio Wealth, LLC | 0.01% | — | 567 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 564 | $13K |
| Bernard Wealth Management Corp. | 0.01% | — | 539 | $12K |
| Hoey Investments, Inc. | 0.00% | New | 530 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 492 | $11K |
| Optimum Investment Advisors | 0.00% | No change | 486 | $11K |
| Avion Wealth | 0.00% | Add +0.4% | 503 | $11K |
| Costello Asset Management, INC | 0.01% | No change | 480 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 450 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $10K |
| Pinney & Scofield, Inc. | 0.01% | — | 384 | $9K |
| Financial Freedom, LLC | 0.00% | Add +0.5% | 383 | $9K |
| Painted Porch Advisors LLC | 0.00% | Reduce -47.0% | 372 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -62.7% | 368 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 354 | $8K |
| Innovative Advisory Group, LLC | 0.01% | — | 342 | $8K |
| Addison Advisors LLC | 0.00% | No change | 276 | $6K |
| Transce3nd, LLC | 0.00% | — | 276 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 264 | $6K |
| Element Wealth, LLC | 0.00% | Reduce -2.3% | 252 | $6K |
| NewSquare Capital LLC | 0.00% | Add +44.0% | 216 | $5K |
| Delta Asset Management LLC | 0.00% | Add +0.5% | 202 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 198 | $4K |
| Capital A Wealth Management, LLC | 0.01% | — | 181 | $4K |
| Crowley Wealth Management, Inc. | 0.00% | — | 180 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | Add +46.3% | 180 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 180 | $4K |
| Rice Partnership, LLC | 0.00% | Reduce -0.6% | 164 | $4K |
| High Note Wealth, LLC | 0.00% | New | 156 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +370.0% | 141 | $3K |
| Hopwood Financial Services, Inc. | 0.00% | — | 132 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 128 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 126 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 120 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 84 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +366.7% | 84 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -90.6% | 80 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 66 | $1K |
| Legend Financial Advisors, Inc. | 0.00% | New | 60 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 60 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | New | 54 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 54 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 54 | $1K |
| Lanark Financial, Inc. | 0.05% | — | 23 | $542 |
| RE Dickinson Investment Advisors, LLC | 0.00% | Add +0.3% | 1,715 | $389 |
| Mainstream Capital Management LLC | 0.00% | New | 6 | $136 |
| BNP Paribas Financial Markets | 0.00% | New | 6 | $136 |
| Colonial Trust Advisors | 0.00% | Reduce -99.4% | 2 | $38 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $38 |
| IFS Advisors, LLC | 0.00% | Add +0.0% | 1 | $38 |
| Clark Wealth Partners | 0.00% | — | 1 | $32 |
"% 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.