Schwab US Broad Market ETFSCHBETF
13F holders, Q1 2025 (March 31)1,174holders −8
66new positions
58sold out
3famous investors
$21.52avg. 13F price*
At the end of Q1 2025, 1,174 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, down 8 from Q4 2024. 66 opened new positions and 58 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($371.5M) and Rebalance, LLC ($257.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $110.6M |
| Exits | 58 | $75.2M |
All 13F filers, Q4 2024 → Q1 2025: 26,906,342 shares bought and 22,411,833 shares sold, net +4,494,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Wealthfront Advisers LLC | 3.38% | Reduce -3.0% | 58,426,349 | $1.3B |
| Betterment LLC | 0.88% | Reduce -2.9% | 17,254,102 | $371.5M |
| Rebalance, LLC | 18.94% | Add +4.2% | 11,949,838 | $257.3M |
| SCS Capital Management LLC | 3.26% | Add +16.6% | 11,901,176 | $256.2M |
| Evensky & Katz LLC | 13.03% | Reduce -3.3% | 9,020,739 | $194.2M |
| Hengehold Capital Management LLC | 18.45% | Add +0.8% | 9,013,141 | $194.1M |
| Strid Group, LLC | 28.80% | Add +1.0% | 8,614,302 | $185.5M |
| Bouchey Financial Group, Ltd. | 16.00% | Add +0.9% | 8,238,465 | $177.4M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.6% | 7,934,598 | $170.8M |
| HB Wealth Management, LLC | 1.17% | Reduce -0.5% | 6,470,877 | $139.3M |
| HT Partners LLC | 47.00% | Add +5.1% | 6,363,161 | $137.0M |
| Hanson & Doremus Investment Management | 19.76% | Add +6.5% | 6,283,643 | $135.3M |
| Evergreen Advisors, LLC | 37.50% | Reduce -1.4% | 6,274,467 | $135.1M |
| Callan Capital, LLC | 9.41% | Reduce -0.9% | 5,911,420 | $127.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.90% | Reduce -1.4% | 5,611,991 | $120.8M |
| Accredited Investors Inc. | 6.54% | Add +0.4% | 4,893,337 | $105.4M |
| National Bank of Canada | 0.11% | Add +6.7% | 4,420,852 | $95.2M |
| Mariner, LLC | 0.15% | Add +7.3% | 4,286,330 | $92.3M |
| TruNorth Capital Management, LLC | 22.75% | Add +6.1% | 4,251,136 | $91.5M |
| HHM Wealth Advisors, LLC | 12.07% | Add +3.5% | 4,164,167 | $89.7M |
| Summit Financial Strategies, Inc. | 8.43% | Reduce -4.2% | 3,882,561 | $83.6M |
| Morgan Stanley | 0.01% | Add +11.8% | 3,714,070 | $80.0M |
| Morton Brown Family Wealth, LLC | 26.95% | Add +3.1% | 3,682,762 | $79.3M |
| Capital Management Associates, Inc | 17.20% | Add +107.6% | 3,527,282 | $75.9M |
| Manchester Financial Inc. | 16.97% | Add +0.2% | 3,499,944 | $75.4M |
| Captrust Financial Advisors | 0.18% | Add +1.9% | 3,385,610 | $72.9M |
| Socha Financial Group, LLC | 33.70% | Add +3.3% | 3,203,113 | $69.0M |
| Bank of America Corp. | 0.01% | Add +1.9% | 3,143,450 | $67.7M |
| HBK Sorce Advisory LLC | 1.96% | Add +1.0% | 3,094,524 | $66.6M |
| Ballentine Partners, LLC | 1.15% | Reduce -1.2% | 3,085,903 | $66.4M |
| Compass Financial Group, INC | 12.07% | Add +8.9% | 2,963,018 | $63.8M |
| North Star Asset Management Inc. | 2.86% | Reduce -1.2% | 2,909,229 | $62.6M |
| Asset Advisors Investment Management, LLC | 6.46% | Reduce -0.5% | 2,854,523 | $61.5M |
| Brown Advisory Inc. | 0.09% | Add +0.6% | 2,820,110 | $60.7M |
| D L Carlson Investment Group Inc. | 11.43% | Add +0.7% | 2,763,501 | $59.5M |
| Circle Wealth Management, LLC | 1.38% | Reduce -8.9% | 2,758,008 | $59.4M |
| Waverly Advisors, LLC | 0.72% | Add +131.2% | 2,737,672 | $58.9M |
| Gallagher Fiduciary Advisors, LLC | 1.91% | New | 2,703,208 | $58.2M |
| LPL Financial LLC | 0.02% | Add +29.1% | 2,674,216 | $57.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Reduce -7.1% | 2,557,985 | $55.1M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 2,513,552 | $54.1M |
| Legacy Financial Strategies, LLC | 11.66% | Add +4.6% | 2,484,443 | $53.5M |
| Myecfo, LLC | 26.99% | Add +4.3% | 2,368,235 | $51.0M |
| Compass Advisory Group LLC | 17.54% | Add +0.2% | 2,340,131 | $50.4M |
| Caprock Group, LLC | 1.45% | Reduce -1.5% | 2,207,208 | $47.5M |
| Kestra Advisory Services, LLC | 0.23% | Add +1807.0% | 2,008,516 | $47.4M |
| WBH Advisory Inc. | 4.27% | Add +4.3% | 2,125,048 | $45.8M |
| Creative Planning | 0.04% | Add +0.6% | 2,100,193 | $45.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +9.3% | 2,095,500 | $45.1M |
| Aptus Capital Advisors, LLC | 0.50% | Add +2.8% | 2,047,607 | $44.1M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 2,007,238 | $43.2M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -0.3% | 1,999,875 | $43.1M |
| Sunburst Financial Group, LLC | 10.56% | Add +3.0% | 1,997,828 | $43.0M |
| Ethos Financial Group, LLC | 4.07% | Reduce -0.1% | 1,869,318 | $42.4M |
| Truist Financial Corp. | 0.07% | Add +9.6% | 1,946,735 | $41.9M |
| Savant Capital, LLC | 0.35% | Add +12.9% | 1,905,538 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.3% | 1,863,787 | $40.1M |
| Bluespring Wealth Management, LLC | 4.08% | Reduce -3.9% | 1,858,469 | $40.0M |
| Retirement Planning Group, LLC | 1.80% | Reduce -69.2% | 1,778,153 | $38.3M |
| Roundview Capital LLC | 2.62% | Add +5.9% | 1,683,587 | $36.2M |
| Members Advisory Group LLC | 15.08% | Add +4.8% | 1,676,355 | $36.1M |
| OneDigital Investment Advisors LLC | 0.41% | Reduce -14.4% | 1,609,493 | $34.7M |
| Boulder Wealth Advisors, LLC | 19.56% | Add +2.3% | 1,560,616 | $33.6M |
| Cape Investment Advisory, Inc. | 13.37% | Reduce -1.1% | 1,559,190 | $33.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.4% | 1,549,572 | $33.4M |
| Jaffetilchin Investment Partners, LLC | 2.37% | Reduce -1.8% | 1,515,479 | $32.6M |
| Genesee Capital Advisors, LLC | 16.05% | Reduce -2.9% | 1,490,806 | $32.1M |
| Winthrop Advisory Group LLC | 3.71% | Reduce -3.0% | 1,432,582 | $30.8M |
| Allworth Financial LP | 0.17% | Add +63.7% | 1,453,211 | $30.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -6.7% | 1,411,628 | $30.4M |
| Leading Edge Financial Planning LLC | 8.64% | Add +3.8% | 1,283,864 | $27.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.6% | 1,282,278 | $27.6M |
| WT Wealth Management | 8.95% | Add +0.9% | 1,280,212 | $27.6M |
| UBS Group AG | 0.01% | Reduce -3.4% | 1,240,017 | $26.7M |
| Pegasus Asset Management, Inc. | 10.25% | Reduce -1.8% | 1,189,311 | $25.6M |
| Legacy Private Trust Co. | 1.74% | Reduce -20.3% | 1,172,753 | $25.2M |
| Gemmer Asset Management LLC | 2.52% | Add +0.9% | 1,171,787 | $25.2M |
| Truepoint, Inc. | 0.68% | Reduce -1.3% | 1,162,978 | $25.0M |
| Strategic Advisors LLC | 4.83% | Add +11.4% | 1,162,731 | $25.0M |
| Shilanski & Associates, Inc. | 7.80% | Add +3.7% | 1,161,301 | $25.0M |
| Focus Partners Wealth | 0.06% | Add +0.8% | 1,115,572 | $24.0M |
| Cerity Partners LLC | 0.05% | Reduce -5.6% | 1,108,983 | $23.9M |
| Valley National Advisers Inc. | 4.29% | Add +3.3% | 1,103,822 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 1,097,314 | $23.6M |
| Boyum Wealth Architects LLC | 22.82% | — | 1,090,369 | $23.5M |
| Transform Wealth, LLC | 1.41% | Reduce -0.0% | 1,084,059 | $23.3M |
| Goepper Burkhardt LLC | 9.16% | Reduce -0.5% | 1,064,622 | $22.9M |
| Patriot Investment Management Group, Inc. | 1.72% | Reduce -4.0% | 1,062,691 | $22.9M |
| Facet Wealth, Inc. | 0.59% | Add +1445.9% | 1,052,694 | $22.8M |
| Robinson Smith Wealth Advisors LLC | 19.11% | Add +1.9% | 1,060,433 | $22.8M |
| Bartlett & Co. Wealth Management LLC | 0.33% | Reduce -2.4% | 1,053,093 | $22.7M |
| Global Wealth Management, LLC | 13.05% | Reduce -0.7% | 1,050,807 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Add +9.9% | 1,047,068 | $22.5M |
| GSG Advisors LLC | 7.22% | Add +4.5% | 1,053,371 | $22.0M |
| Avior Wealth Management, LLC | 0.83% | Reduce -1.3% | 1,011,768 | $21.8M |
| MAI Capital Management | 0.16% | Add +1.2% | 1,006,158 | $21.7M |
| Phil A. Younker & Associates, Ltd. | 21.28% | Reduce -7.3% | 1,004,136 | $21.6M |
| Wealthspire Advisors, LLC | 0.13% | Add +98.0% | 1,003,918 | $21.6M |
| SYM FINANCIAL Corp | 2.66% | Add +28.5% | 1,002,554 | $21.6M |
| First National Corp. /Ma/ | 4.69% | Reduce -3.5% | 986,961 | $21.2M |
| Strategic Financial Planning, Inc. | 14.12% | Add +0.3% | 950,892 | $20.5M |
| Breakwater Investment Management | 8.70% | Add +0.1% | 946,272 | $20.4M |
| Focus Financial Network, Inc. | 0.82% | Add +3.7% | 934,523 | $20.1M |
| Ogorek Anthony Joseph /NY/ | 6.44% | Reduce -4.2% | 908,303 | $19.6M |
| FMR LLC | 0.00% | Add +8.2% | 902,457 | $19.4M |
| Chicago Partners Investment Group LLC | 0.65% | Add +59.1% | 898,662 | $19.4M |
| Harbour Investments, Inc. | 0.55% | Add +0.7% | 891,997 | $19.2M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -1.9% | 890,849 | $19.2M |
| Great Lakes Retirement, Inc. | 2.51% | Add +0.1% | 888,323 | $19.1M |
| Wynn Capital, LLC | 11.09% | Reduce -0.6% | 867,066 | $18.7M |
| Dodds Wealth, LLC | 6.04% | Add +14.4% | 860,683 | $18.5M |
| Stonekeep Investments, LLC | 13.63% | Add +8.1% | 858,515 | $18.5M |
| Meridian Wealth Partners, LLC | 2.94% | Reduce -2.6% | 854,807 | $18.4M |
| Schaeffer Financial LLC | 20.02% | Reduce -1.9% | 842,573 | $18.1M |
| Nalls Sherbakoff Group, LLC | 14.72% | — | 841,350 | $18.1M |
| Cobblestone Capital Advisors LLC | 0.99% | Reduce -7.7% | 836,521 | $18.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 7.56% | Add +0.2% | 830,191 | $17.9M |
| Stifel Financial Corp. | 0.02% | Add +31.1% | 829,436 | $17.9M |
| IMA Advisory Services, Inc. | 2.12% | Add +1.0% | 827,610 | $17.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.20% | Reduce -0.6% | 861,580 | $17.4M |
| Marshall Financial Group Inc. | 5.47% | Reduce -0.8% | 807,467 | $17.4M |
| Tradition Wealth Management, LLC | 1.53% | Add +0.5% | 805,334 | $17.3M |
| Juncture Wealth Strategies, LLC | 6.57% | Reduce -1.8% | 785,979 | $16.9M |
| Madden Advisory Services, Inc. | 7.81% | Reduce -0.4% | 778,548 | $16.8M |
| Roble, Belko & Company, Inc | 2.62% | Add +0.1% | 761,862 | $16.4M |
| Lido Advisors, LLC | 0.10% | Reduce -4.2% | 760,179 | $16.4M |
| Ashford Advisors, LLC | 4.01% | Reduce -1.7% | 745,544 | $16.1M |
| Davis Capital Management | 12.47% | Add +5.3% | 726,436 | $15.6M |
| James J. Burns & Company, LLC | 2.77% | Reduce -2.6% | 719,192 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Add +5.0% | 687,082 | $14.8M |
| Elgethun Capital Management | 3.29% | Reduce -3.7% | 683,898 | $14.7M |
| Tanglewood Wealth Management, Inc. | 1.63% | Reduce -9.7% | 674,938 | $14.5M |
| Corient Private Wealth LP | 0.02% | Reduce -5.0% | 671,303 | $14.5M |
| Great Valley Advisor Group, Inc. | 0.31% | Reduce -5.4% | 669,003 | $14.4M |
| Christensen, King & Associates Investment Services, Inc. | 6.77% | Reduce -2.8% | 640,783 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.4% | 643,967 | $13.9M |
| Jones Financial Companies LLLP | 0.01% | Add +78.9% | 639,455 | $13.7M |
| Lodestar Private Asset Management LLC | 1.70% | Reduce -1.7% | 629,039 | $13.5M |
| PrairieView Partners, LLC | 1.40% | Reduce -4.0% | 624,589 | $13.4M |
| Blue Bell Private Wealth Management, LLC | 2.54% | Reduce -0.8% | 623,390 | $13.4M |
| Roger Wittlin Investment Advisory, LLC | 7.81% | Reduce -0.7% | 619,921 | $13.3M |
| Intelligence Driven Advisers, LLC | 2.52% | Add +14.2% | 606,604 | $13.1M |
| Prosperitas Financial LLC | 6.72% | Add +15.4% | 603,525 | $13.0M |
| Valicenti Advisory Services Inc. | 3.29% | Add +4.5% | 594,866 | $12.8M |
| Libra Wealth LLC | 4.75% | Reduce -1.1% | 588,594 | $12.7M |
| Cetera Investment Advisers | 0.02% | Add +4.9% | 587,930 | $12.7M |
| Blue Investment Partners LLC | 4.76% | Add +2.8% | 587,011 | $12.6M |
| Milestone Investment Advisors LLC | 3.50% | Reduce -2.0% | 585,229 | $12.6M |
| Empower Advisory Group, LLC | 0.04% | Reduce -88.1% | 581,974 | $12.5M |
| Spinnaker Investment Group, LLC | 2.78% | Reduce -0.9% | 570,762 | $12.3M |
| Long Island Wealth Management, Inc. | 7.30% | Add +6.5% | 557,063 | $12.0M |
| Compound Planning, Inc. | 0.54% | Reduce -21.3% | 546,481 | $11.8M |
| Passive Capital Management, LLC. | 3.72% | Add +1.2% | 545,864 | $11.8M |
| Weinberger Asset Management, Inc | 4.99% | Reduce -2.7% | 540,867 | $11.6M |
| Opes Wealth Management LLC | 2.34% | Add +2.7% | 539,246 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +1.4% | 537,515 | $11.6M |
| Madison Wealth Partners, Inc | 2.82% | Add +6.2% | 530,443 | $11.4M |
| Bond & Devick Financial Network, Inc. | 4.11% | Add +182.9% | 526,604 | $11.3M |
| Vista Capital Partners, Inc. | 1.37% | Reduce -1.5% | 522,699 | $11.3M |
| TPG Advisors LLC | 8.80% | Add +5.0% | 518,282 | $11.2M |
| Meridian Wealth Management, LLC | 0.54% | Reduce -0.1% | 516,213 | $11.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 514,188 | $11.1M |
| Leavell Investment Management, Inc. | 0.54% | Add +0.4% | 507,242 | $10.9M |
| IFP Advisors, Inc | 0.34% | Add +5.3% | 506,186 | $10.9M |
| Brooklyn FI, LLC | 3.31% | Add +7.8% | 495,858 | $10.7M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +4.7% | 496,534 | $10.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -7.4% | 495,864 | $10.7M |
| Zhang Financial LLC | 0.56% | Add +11.7% | 491,647 | $10.6M |
| D.B. Root & Company, LLC | 3.35% | Add +0.6% | 482,232 | $10.4M |
| Motive Wealth Advisors | 5.53% | No change | 479,748 | $10.3M |
| VSM Wealth Advisory, LLC | 3.69% | Reduce -0.7% | 477,090 | $10.3M |
| Horan Capital Advisors, LLC. | 3.43% | Add +1.5% | 472,306 | $10.2M |
| Wedmont Private Capital | 0.52% | Add +4357.8% | 492,766 | $10.1M |
| TruWealth Advisors, LLC | 0.60% | Add +2.1% | 463,899 | $10.0M |
| Beacon Wealthcare LLC | 4.02% | Reduce -0.0% | 459,109 | $9.9M |
| Everhart Financial Group, Inc. | 1.34% | Reduce -0.3% | 456,823 | $9.8M |
| Waldron Private Wealth LLC | 0.46% | No change | 450,000 | $9.7M |
| NewEdge Advisors, LLC | 0.06% | Add +4.9% | 448,360 | $9.7M |
| Pinkerton Wealth, LLC | 1.23% | Reduce -19.7% | 440,486 | $9.5M |
| Peak Financial Management, Inc. | 2.83% | Add +1.3% | 439,001 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 437,361 | $9.4M |
| Family Firm, Inc. | 2.06% | Reduce -38.5% | 429,129 | $9.2M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +0.9% | 425,329 | $9.2M |
| Apriem Advisors | 1.05% | Reduce -0.1% | 416,570 | $9.0M |
| Cresset Asset Management, LLC | 0.04% | Add +38.4% | 411,881 | $8.9M |
| Alliance Wealth Management Group | 2.39% | Reduce -3.7% | 411,649 | $8.9M |
| Towercrest Capital Management | 1.68% | Reduce -3.8% | 411,649 | $8.9M |
| Five Oceans Advisors | 4.24% | Reduce -0.9% | 410,781 | $8.8M |
| SigFig Wealth Management, LLC | 0.32% | Add +7.7% | 568,911 | $8.8M |
| Liberty Capital Management, Inc. | 1.96% | Add +8.0% | 407,966 | $8.8M |
| Cwm, LLC | 0.03% | Add +12.2% | 403,741 | $8.7M |
| AlphaCore Capital LLC | 0.73% | New | 396,791 | $8.5M |
| SRH Advisors, LLC | 2.58% | Add +1.6% | 387,784 | $8.3M |
| Fiduciary Trust Co | 0.11% | Add +4.6% | 380,186 | $8.2M |
| Davidson Kahn Capital Management, LLC | 6.28% | Add +25.9% | 377,480 | $8.1M |
| OneAscent Financial Services LLC | 0.53% | Add +112.5% | 374,270 | $8.1M |
| Sharkey, Howes & Javer | 1.12% | Reduce -1.3% | 365,157 | $7.9M |
| RHS Financial, LLC | 4.37% | Reduce -6.7% | 361,481 | $7.8M |
| Rockbridge Investment Management, LCC | 0.92% | Reduce -0.9% | 361,473 | $7.8M |
| Moneta Group Investment Advisors LLC | 0.11% | Reduce -1.7% | 360,151 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Add +27.4% | 354,938 | $7.6M |
| Embree Financial Group | 1.26% | Reduce -2.4% | 350,568 | $7.5M |
| Mitchell Sinkler & Starr | 2.09% | Add +0.2% | 346,950 | $7.5M |
| Main Street Financial Solutions, LLC | 0.65% | Add +5.4% | 345,938 | $7.4M |
| Joseph P. Lucia & Associates, LLC | 3.40% | Add +2.5% | 345,692 | $7.4M |
| Almanack Investment Partners, LLC. | 1.47% | Reduce -39.9% | 345,531 | $7.4M |
| Brookstone Capital Management | 0.11% | Add +67.1% | 342,943 | $7.4M |
| Ellevest, Inc. | 0.49% | Reduce -46.1% | 341,969 | $7.4M |
| FFT Wealth Management LLC | 1.54% | Reduce -23.9% | 341,713 | $7.4M |
| JMG Financial Group, Ltd. | 0.25% | Reduce -0.7% | 339,945 | $7.3M |
| Fagan Associates, Inc. | 1.19% | Add +3.8% | 332,696 | $7.2M |
| Disciplined Investors, L.L.C. | 6.46% | Reduce -1.3% | 332,640 | $7.2M |
| Curbstone Financial Management Corp | 1.49% | Add +0.5% | 328,884 | $7.1M |
| Orcam Financial Group | 6.57% | Reduce -0.9% | 326,002 | $7.0M |
| Valley Forge Investment Consultants Inc. Adv | 2.49% | Reduce -0.8% | 324,576 | $7.0M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -7.2% | 321,047 | $6.9M |
| JFS Wealth Advisors, LLC | 0.47% | Reduce -0.3% | 319,145 | $6.9M |
| Walter & Keenan Wealth Management LLC /in/ | 2.06% | Add +0.2% | 317,378 | $6.8M |
| NBZ Investment Advisors LLC | 3.93% | Reduce -3.6% | 315,471 | $6.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -0.9% | 308,543 | $6.6M |
| Sheets Smith Wealth Management | 0.82% | Reduce -20.7% | 306,223 | $6.6M |
| Blueprint Investment Partners LLC | 1.20% | Reduce -19.3% | 305,996 | $6.6M |
| Islay Capital Management, LLC | 4.43% | Reduce -13.9% | 302,673 | $6.5M |
| Blair William & Co. | 0.02% | Add +4.9% | 299,674 | $6.5M |
| CVA Family Office, LLC | 0.97% | Reduce -1.3% | 294,882 | $6.3M |
| Ahl Investment Management, Inc. | 4.37% | Add +3.1% | 294,394 | $6.3M |
| Valmark Advisers, Inc. | 0.09% | Reduce -1.2% | 288,760 | $6.2M |
| Pathstone Holdings, LLC | 0.03% | Add +92.1% | 285,968 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -2.4% | 279,692 | $6.0M |
| AQR Capital Management | 0.01% | Add +2.5% | 279,642 | $6.0M |
| Arcadia Investment Advisors LLC | 3.34% | Reduce -4.4% | 277,118 | $6.0M |
| Equita Financial Network, Inc. | 2.08% | Add +1.1% | 276,961 | $6.0M |
| Destination Wealth Management | 0.19% | Reduce -16.5% | 272,995 | $5.9M |
| Creekside Partners | 3.01% | Add +5.6% | 267,133 | $5.8M |
| Advus Financial Partners, LLC | 1.60% | Reduce -2.3% | 264,816 | $5.7M |
| Ballast Advisors LLC | 1.81% | Reduce -3.1% | 263,758 | $5.7M |
| Mairs & Power Inc. | 0.06% | No change | 261,246 | $5.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.8% | 261,035 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Add +3.2% | 260,980 | $5.6M |
| Wilson & Boucher Capital Management, LLC | 4.15% | Reduce -8.6% | 258,808 | $5.6M |
| Cardiff Park Advisors, LLC | 0.54% | Add +1.4% | 257,457 | $5.5M |
| PFG Advisors | 0.31% | Reduce -0.3% | 255,879 | $5.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 253,821 | $5.5M |
| Wrenne Financial Planning LLC | 2.90% | Add +3.1% | 253,460 | $5.5M |
| Modern Wealth Management, LLC | 0.17% | New | 253,045 | $5.4M |
| Graver Capital Management, LLC | 5.54% | Reduce -12.1% | 252,507 | $5.4M |
| Brightwater Advisory LLC | 4.29% | Add +5.0% | 252,195 | $5.4M |
| Wade Financial Advisory, Inc | 1.85% | Reduce -5.1% | 250,830 | $5.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.75% | Reduce -2.4% | 250,652 | $5.4M |
| Firestone Capital Management | 1.41% | Reduce -0.0% | 250,233 | $5.4M |
| ProVise Management Group, LLC | 0.45% | Reduce -5.7% | 248,529 | $5.4M |
| Red Door Wealth Management, LLC | 0.79% | Add +1.4% | 247,347 | $5.3M |
| Parallel Advisors, LLC | 0.12% | Add +17.1% | 245,483 | $5.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.4% | 243,897 | $5.3M |
| Altfest L J & Co. Inc. | 0.65% | Add +18.0% | 241,853 | $5.2M |
| Summit Wealth & Retirement Planning, Inc. | 1.59% | Add +1.3% | 240,670 | $5.2M |
| SeaCrest Wealth Management, LLC | 0.58% | Reduce -4.2% | 238,844 | $5.1M |
| Summit Financial, LLC | 0.14% | Add +147.4% | 237,448 | $5.1M |
| Rappaport Reiches Capital Management, LLC | 1.27% | Add +1.2% | 235,624 | $5.1M |
| KCM Investment Advisors LLC | 0.18% | Add +0.0% | 232,874 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +9.3% | 230,890 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Add +0.6% | 233,482 | $5.0M |
| Pullen Investment Management, LLC | 3.13% | Reduce -0.5% | 229,949 | $5.0M |
| Hartmann Taylor Wealth Management, LLC | 4.39% | — | 227,679 | $4.9M |
| Marcum Wealth, LLC | 0.42% | New | 227,420 | $4.9M |
| Seed Wealth Management, Inc. | 3.98% | Add +8.4% | 227,083 | $4.9M |
| Strategic Financial Concepts, LLC | 0.91% | Reduce -0.8% | 226,427 | $4.9M |
| Seaside Wealth Management, Inc. | 1.73% | Add +52.8% | 225,257 | $4.8M |
| Brighton Jones LLC | 0.15% | Reduce -2.6% | 222,662 | $4.8M |
| Farnam Financial LLC | 4.79% | Add +0.6% | 219,385 | $4.7M |
| Successful Portfolios LLC | 3.19% | Reduce -0.5% | 217,617 | $4.7M |
| Lowe Brockenbrough & Co. Inc. | 0.31% | Add +0.4% | 215,853 | $4.6M |
| Alpha Omega Wealth Management LLC | 0.89% | Reduce -2.5% | 215,103 | $4.6M |
| Diversified Portfolios, Inc. | 0.48% | No change | 214,110 | $4.6M |
| Bawa N Mallick Trust | 2.16% | No change | 212,190 | $4.6M |
| Debussy Capital Management LP | 0.73% | Reduce -2.0% | 210,737 | $4.5M |
| Whitener Capital Management, Inc. | 1.28% | Reduce -8.0% | 210,159 | $4.5M |
| Blueprint Financial Advisors LLC | 2.43% | — | 208,184 | $4.5M |
| Chesapeake Wealth Management | 1.60% | Add +0.5% | 208,077 | $4.5M |
| Pinnacle Family Advisors, LLC | 2.36% | Add +0.9% | 201,669 | $4.3M |
| Axxcess Wealth Management, LLC | 0.12% | Add +449.4% | 200,258 | $4.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +8.3% | 199,472 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.2% | 199,640 | $4.3M |
| Berkshire Asset Management LLC | 0.21% | Reduce -1.1% | 196,668 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +13.8% | 197,812 | $4.3M |
| Benchmark Wealth Management, LLC | 2.05% | Reduce -1.2% | 197,174 | $4.2M |
| Rosenberg Matthew Hamilton | 1.06% | Reduce -0.1% | 196,920 | $4.2M |
| Venture Visionary Partners LLC | 0.18% | Reduce -0.0% | 196,818 | $4.2M |
| Compass Ion Advisors, LLC | 0.50% | Add +6.0% | 196,541 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +10.0% | 195,122 | $4.2M |
| Avant Capital LLC | 3.48% | Reduce -0.9% | 194,601 | $4.2M |
| NYL Investors LLC | 0.27% | Reduce -9.7% | 192,400 | $4.1M |
| Crestwood Advisors Group, LLC | 0.08% | Add +6.9% | 191,465 | $4.1M |
| Stratos Investment Management, LLC | 0.22% | New | 188,936 | $4.1M |
| Clear Point Advisors Inc. | 3.63% | Reduce -0.2% | 187,742 | $4.0M |
| Granite Investment Partners, LLC | 0.20% | Add +12.7% | 187,082 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +2.1% | 186,210 | $4.0M |
| Opus Capital Group, LLC | 0.51% | Reduce -5.7% | 185,092 | $4.0M |
| Cozad Asset Management Inc. | 0.40% | Reduce -0.3% | 184,089 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -4.1% | 180,611 | $3.9M |
| CX Institutional | 0.15% | Add +307.1% | 180,537 | $3.9M |
| Cordant, Inc. | 2.02% | Reduce -1.0% | 180,386 | $3.9M |
| Arax Advisory Partners | 0.25% | Add +2.0% | 180,135 | $3.9M |
| MBA Advisors LLC | 1.92% | Add +5.0% | 180,062 | $3.9M |
| Archer Investment Management, LLC | 2.62% | Reduce -20.2% | 176,173 | $3.8M |
| Morningstar Investment Services LLC | 0.69% | Reduce -37.9% | 175,180 | $3.8M |
| Silver Oak Advisory Group, Inc. | 1.99% | Reduce -7.4% | 174,459 | $3.8M |
| Kiley Juergens Wealth Management, LLC | 1.00% | Add +4.0% | 174,387 | $3.8M |
| Novare Capital Management LLC | 0.33% | Add +0.5% | 173,266 | $3.7M |
| Highland Capital Management, LLC | 0.22% | Reduce -0.1% | 172,740 | $3.7M |
| Asset Allocation & Management Company, LLC | 1.85% | Add +304.4% | 169,986 | $3.7M |
| Aspire Capital Advisors LLC | 1.08% | Reduce -1.4% | 167,689 | $3.6M |
| One Capital Management, LLC | 0.12% | Add +47.6% | 166,862 | $3.6M |
| Atlas Capital Advisors Inc. | 0.45% | Reduce -2.4% | 166,188 | $3.6M |
| Axos Invest Inc. | 2.77% | Add +3.4% | 166,122 | $3.6M |
| Ironwood Wealth Management, LLC. | 1.09% | Reduce -1.5% | 165,463 | $3.6M |
| Cypress Point Wealth Management, LLC | 1.11% | Reduce -5.8% | 162,462 | $3.5M |
| CRA Financial Services, LLC | 0.60% | Add +0.9% | 162,048 | $3.5M |
| Aspiring Ventures, LLC | 2.03% | Add +13.4% | 160,764 | $3.5M |
| Naples Global Advisors, LLC | 0.32% | Reduce -1.2% | 158,703 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +98.8% | 158,267 | $3.4M |
| Signaturefd, LLC | 0.06% | Reduce -1.4% | 155,566 | $3.3M |
| WealthCollab, LLC | 2.07% | Reduce -1.8% | 155,290 | $3.3M |
| Intrua Financial, LLC | 0.52% | Reduce -68.6% | 155,159 | $3.3M |
| Spreng Capital Management, Inc. | 1.54% | Reduce -9.2% | 153,990 | $3.3M |
| Citigroup Inc. | 0.00% | Add +4.1% | 153,142 | $3.3M |
| Tortoise Investment Management, LLC | 0.34% | Reduce -7.9% | 152,371 | $3.3M |
| Krilogy Financial LLC | 0.21% | Reduce -3.9% | 150,839 | $3.2M |
| James Investment Research, Inc. | 0.41% | Add +19.4% | 149,807 | $3.2M |
| Donaldson Capital Management, LLC | 0.12% | Add +8.2% | 149,532 | $3.2M |
| Topsail Wealth Management, LLC | 0.65% | Add +3.6% | 148,841 | $3.2M |
| Koshinski Asset Management, Inc. | 0.27% | Add +1.9% | 148,501 | $3.2M |
| Planning Alternatives Ltd. | 0.49% | Reduce -2.1% | 148,150 | $3.2M |
| Wealth Group Ltd | 0.93% | Reduce -0.2% | 147,992 | $3.2M |
| Game Plan Financial Advisors, LLC | 1.78% | Reduce -0.7% | 146,842 | $3.2M |
| L. Roy Papp & Associates, LLP | 0.38% | Reduce -1.4% | 145,675 | $3.1M |
| RKL Wealth Management LLC | 0.29% | Reduce -10.7% | 145,266 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.68% | Add +3.7% | 141,927 | $3.1M |
| John W. Brooker & Co., CPAs | 1.26% | Add +0.4% | 141,269 | $3.0M |
| Avalon Advisory Group | 1.43% | Reduce -15.6% | 140,625 | $3.0M |
| Pineridge Advisors LLC | 1.18% | Reduce -5.3% | 140,486 | $3.0M |
| SageView Advisory Group, LLC | 0.13% | Reduce -0.6% | 138,715 | $3.0M |
| Cambridge Advisors Inc. | 0.65% | Add +0.2% | 138,603 | $3.0M |
| RTD Financial Advisors, Inc. | 0.40% | Reduce -5.1% | 136,759 | $2.9M |
| RVW Wealth, LLC | 0.28% | Add +5.5% | 135,798 | $2.9M |
| Lokken Investment Group LLC | 1.20% | Reduce -0.5% | 132,595 | $2.9M |
| Cambridge Financial Group, LLC | 1.21% | Add +1.8% | 132,026 | $2.8M |
| Quadrant Capital Group LLC | 0.11% | Reduce -23.9% | 131,849 | $2.8M |
| Financial Designs Corp | 1.98% | Add +3.7% | 131,769 | $2.8M |
| Asset Dedication, LLC | 0.23% | Reduce -38.0% | 131,071 | $2.8M |
| Csenge Advisory Group | 0.16% | Add +1.1% | 138,916 | $2.8M |
| Sachetta, LLC | 1.15% | Reduce -4.2% | 130,500 | $2.8M |
| Carret Asset Management, LLC | 0.32% | Add +6.5% | 130,266 | $2.8M |
| BCS Wealth Management | 0.72% | Reduce -7.7% | 129,802 | $2.8M |
| CHB Investment Group, LLC | 1.48% | Reduce -5.0% | 129,028 | $2.8M |
| J Hagan Capital, Inc. | 2.25% | — | 121,917 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.66% | Reduce 0.0% | 128,317 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -13.9% | 126,732 | $2.7M |
| DHJJ Financial Advisors, Ltd. | 1.08% | Reduce -5.7% | 124,904 | $2.7M |
| ZWJ Investment Counsel Inc. | 0.11% | Reduce -2.9% | 124,618 | $2.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.4% | 124,512 | $2.7M |
| Rialto Wealth Management, LLC | 0.83% | Reduce -3.6% | 123,392 | $2.7M |
| Financial Consulate, Inc. | 0.66% | Add +0.3% | 121,895 | $2.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +14.5% | 136,915 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +29.5% | 121,082 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.63% | Reduce -2.2% | 120,777 | $2.6M |
| ELCO Management Co., LLC | 1.43% | Add +13.7% | 120,390 | $2.6M |
| Souders Financial Advisors | 0.36% | Reduce -47.3% | 120,220 | $2.6M |
| SouthState Bank Corp | 0.12% | New | 119,828 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 119,651 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 118,874 | $2.6M |
| Planned Solutions, Inc. | 1.05% | Add +6.2% | 118,858 | $2.6M |
| FAS Wealth Partners, Inc. | 0.21% | Add +0.3% | 118,616 | $2.6M |
| Quantinno Capital Management LP | 0.02% | Add +72.8% | 118,464 | $2.6M |
| Elevation Wealth Partners, LLC | 1.10% | Reduce -3.1% | 117,980 | $2.5M |
| Wilkins Miller Wealth Management, LLC | 1.88% | Add +2.1% | 115,965 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 114,832 | $2.5M |
| Smith, Moore & Co. | 0.23% | Reduce -0.7% | 114,331 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Reduce -31.4% | 113,975 | $2.5M |
| Lincoln Capital Corp. | 1.02% | Add +0.2% | 113,689 | $2.4M |
| Ieq Capital, LLC | 0.02% | Add +198.1% | 113,377 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.6% | 111,926 | $2.4M |
| Tiaa Trust, National Association | 0.01% | Add +1.3% | 111,091 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -0.1% | 110,992 | $2.4M |
| Sawgrass Asset Management LLC | 0.29% | Reduce -27.7% | 110,791 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.4% | 109,691 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.5% | 109,572 | $2.4M |
| Merit Financial Group, LLC | 0.04% | New | 109,064 | $2.3M |
| Mayfair Advisory Group, LLC | 1.33% | Add +0.7% | 107,188 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -45.9% | 107,037 | $2.3M |
| Cathy Pareto & Associates, Inc. | 2.04% | Reduce -9.1% | 107,003 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +13.3% | 106,534 | $2.3M |
| Cross Staff Investments Inc | 1.73% | Add +5.3% | 106,442 | $2.3M |
| West Paces Advisors Inc. | 0.52% | Add +0.8% | 106,383 | $2.3M |
| Boltwood Capital Management | 0.70% | Reduce -2.5% | 106,260 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | Reduce -11.6% | 106,240 | $2.3M |
| Prestige Wealth Management Group LLC | 0.48% | Reduce -16.7% | 105,318 | $2.3M |
| Mason & Associates, LLC | 0.65% | Reduce -5.1% | 104,963 | $2.3M |
| Whitegate Investment Counselors, Inc. | 0.80% | Add +22.6% | 104,668 | $2.3M |
| Elser Financial Planning, Inc | 3.12% | Reduce -0.3% | 104,627 | $2.3M |
| Wealthspire Retirement, LLC | 0.18% | Reduce -2.2% | 104,572 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +28.3% | 104,477 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +28.3% | 104,477 | $2.2M |
| Financial Management Professionals, Inc. | 0.28% | Reduce -3.0% | 103,469 | $2.2M |
| Jackson Hole Capital Partners, LLC | 0.44% | Reduce -0.2% | 103,417 | $2.2M |
| Thrive Wealth Management, LLC | 0.43% | Add +22.8% | 103,320 | $2.2M |
| Values Added Financial LLC | 1.23% | Reduce -2.5% | 103,143 | $2.2M |
| Mather Group, Llc. | 0.03% | Reduce -16.0% | 103,073 | $2.2M |
| Gleason Group, Inc. | 0.40% | Add +1.1% | 103,066 | $2.2M |
| Triangle Securities Wealth Management | 0.57% | Add +4.8% | 102,891 | $2.2M |
| Great Waters Wealth Management | 0.31% | Reduce -2.6% | 102,246 | $2.2M |
| Red Tortoise LLC | 1.14% | Reduce -15.7% | 101,718 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.99% | Add +18.8% | 100,845 | $2.2M |
| Ami Investment Management Inc. | 0.70% | Reduce -0.9% | 100,714 | $2.2M |
| Segment Wealth Management, LLC | 0.15% | Add +0.3% | 100,654 | $2.2M |
| waypoint wealth counsel | 1.36% | Add +1.2% | 100,641 | $2.2M |
| Skyline Advisors, Inc. | 0.85% | Add +0.0% | 100,491 | $2.2M |
| SOL Capital Management CO | 0.24% | Add +24.2% | 100,186 | $2.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.4% | 99,585 | $2.1M |
| Tudor Investment Corporation | 0.02% | Reduce -40.7% | 98,863 | $2.1M |
| McCarthy Asset Management, Inc. | 1.54% | Reduce -3.9% | 98,548 | $2.1M |
| Essex LLC | 0.46% | Reduce -2.3% | 98,024 | $2.1M |
| YHB Investment Advisors, Inc. | 0.17% | Add +1.9% | 97,279 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.16% | No change | 96,777 | $2.1M |
| Foster Group, Inc. | 0.08% | Add +0.8% | 96,349 | $2.1M |
| Advisory Alpha, LLC | 0.07% | Add +13.1% | 96,234 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +0.3% | 95,805 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +147.1% | 95,103 | $2.0M |
| Asset Management Group, Inc. | 0.38% | Reduce -4.5% | 94,875 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -8.0% | 94,194 | $2.0M |
| Holderness Investments Co. | 0.47% | Add +3.4% | 92,652 | $2.0M |
| Midwest Capital Advisors, LLC | 1.22% | Add +14.2% | 91,985 | $2.0M |
| Weik Capital Management | 0.80% | Add +4.4% | 91,300 | $2.0M |
| Van Cleef Asset Management,Inc | 0.22% | Reduce -2.5% | 90,148 | $1.9M |
| Optima Capital LLC | 1.23% | Reduce -15.5% | 89,990 | $1.9M |
| Adams Wealth Management | 0.38% | Add +4.5% | 89,752 | $1.9M |
| CacheTech Inc. | 0.38% | Add +4.5% | 89,752 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.9% | 89,752 | $1.9M |
| Elm Partners Management LLC | 0.12% | Add +3.1% | 89,586 | $1.9M |
| Geometric Wealth Advisors | 0.33% | Add +0.6% | 89,289 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.91% | Reduce -3.7% | 88,666 | $1.9M |
| Texas Yale Capital Corp. | 0.08% | Add +0.1% | 88,351 | $1.9M |
| Howe & Rusling Inc. | 0.16% | Add +2.2% | 87,690 | $1.9M |
| Traphagen Investment Advisors LLC | 0.20% | Reduce -4.3% | 87,419 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +3.2% | 87,355 | $1.9M |
| &partners | 0.02% | Reduce -24.2% | 87,282 | $1.9M |
| Panoramic Investment Advisors, LLC | 1.26% | Reduce -0.4% | 86,505 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -9.9% | 86,140 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.44% | Reduce -2.3% | 85,936 | $1.9M |
| ARK & TLK Investments, LLC | 0.65% | No change | 85,722 | $1.8M |
| Operose Advisors LLC | 0.61% | Add +0.3% | 85,453 | $1.8M |
| CGN Advisors LLC | 0.18% | Reduce -4.2% | 84,907 | $1.8M |
| Barden Capital Management, Inc. | 1.63% | Add +4.8% | 84,844 | $1.8M |
| NWF Advisory Services Inc. | 0.26% | Add +0.7% | 84,711 | $1.8M |
| Hendershot Investments Inc. | 0.25% | Reduce -0.7% | 84,068 | $1.8M |
| Capital Advisors Inc. | 0.04% | Reduce -7.6% | 83,165 | $1.8M |
| Meritage Portfolio Management | 0.12% | Reduce -12.5% | 83,111 | $1.8M |
| Kera Capital Partners, Inc. | 0.53% | No change | 82,721 | $1.8M |
| First National Bank of Mount Dora, Trust Investment Services | 0.43% | No change | 81,939 | $1.8M |
| Brio Consultants, LLC | 0.27% | Add +67.0% | 78,900 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -28.4% | 79,148 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.7% | 78,551 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.32% | No change | 78,212 | $1.7M |
| Sigma Investment Counselors Inc. | 0.10% | Reduce -38.1% | 78,055 | $1.7M |
| HUB Investment Partners, LLC | 0.07% | Add +4.7% | 77,889 | $1.7M |
| Exchange Bank | 1.35% | No change | 77,850 | $1.7M |
| Aspiriant, LLC | 0.06% | Add +4.8% | 77,840 | $1.7M |
| Modus Advisors, LLC | 0.55% | Reduce -2.2% | 77,651 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +2.3% | 77,528 | $1.7M |
| Gradient Capital Advisors, LLC | 0.54% | Reduce -0.2% | 77,430 | $1.7M |
| BSW Wealth Partners | 0.25% | Reduce -0.3% | 77,052 | $1.7M |
| Pure Financial Advisors, LLC | 0.03% | Add +0.4% | 75,502 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -25.5% | 75,253 | $1.6M |
| Bogart Wealth, LLC | 0.08% | Add +12.3% | 75,073 | $1.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.72% | Reduce -18.5% | 75,025 | $1.6M |
| Waypoint Wealth Partners Inc. | 0.44% | No change | 73,938 | $1.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.71% | Reduce -10.2% | 73,460 | $1.6M |
| Chesley Taft & Associates LLC | 0.07% | Add +7.2% | 71,506 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.42% | Reduce -0.8% | 71,091 | $1.5M |
| Fiduciary Group, LLC | 0.15% | Reduce -0.5% | 70,389 | $1.5M |
| Selective Wealth Management, Inc. | 0.66% | No change | 73,734 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Add +3.6% | 69,872 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +6.8% | 69,516 | $1.5M |
| Peachtree Investment Partners, LLC | 0.59% | Add +8.6% | 69,504 | $1.5M |
| Main Street Group, LTD | 0.65% | Reduce -5.2% | 69,314 | $1.5M |
| North Forty Two & Co. | 1.65% | Add +1.0% | 69,276 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -18.1% | 68,762 | $1.5M |
| US Bancorp \de | 0.00% | No change | 68,626 | $1.5M |
| Kwmg, LLC | 0.15% | New | 67,122 | $1.4M |
| S.A. Mason LLC | 0.76% | Reduce -4.1% | 66,675 | $1.4M |
| Signature Resources Capital Management, LLC | 1.23% | Reduce -0.3% | 66,624 | $1.4M |
| Blossom Wealth Management | 2.88% | Reduce -2.0% | 66,577 | $1.4M |
| Westbourne Investments, Inc. | 0.86% | Reduce -1.6% | 66,292 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +8.8% | 65,464 | $1.4M |
| Seascape Capital Management | 0.49% | Reduce -0.9% | 65,190 | $1.4M |
| Western Wealth Management, LLC | 0.09% | Reduce -36.1% | 65,058 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -0.8% | 64,984 | $1.4M |
| Everstar Asset Management, LLC | 0.92% | Reduce -1.9% | 64,625 | $1.4M |
| Missouri Trust & Investment Co | 0.49% | Add +22.7% | 64,530 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.58% | Add +31.1% | 64,282 | $1.4M |
| FSM Wealth Advisors, LLC | 0.31% | Reduce -6.8% | 64,254 | $1.4M |
| Earned Wealth Advisors, LLC | 0.30% | Add +19.0% | 63,941 | $1.4M |
| Brookwood Investment Group LLC | 0.24% | — | 63,707 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.45% | No change | 60,413 | $1.4M |
| B&D White Capital Company, LLC | 0.20% | Reduce -5.5% | 63,633 | $1.4M |
| Bailard, Inc. | 0.04% | Add +7.0% | 63,077 | $1.4M |
| Independent Advisor Alliance | 0.04% | Reduce -48.2% | 62,317 | $1.3M |
| Pasadena Private Wealth, LLC | 0.26% | New | 61,877 | $1.3M |
| Disciplined Investments, LLC | 0.61% | No change | 61,871 | $1.3M |
| Callahan Advisors, LLC | 0.13% | Add +9.0% | 61,813 | $1.3M |
| Guardian Wealth Management, Inc. | 0.89% | Reduce -11.6% | 61,567 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | Reduce -1.3% | 61,394 | $1.3M |
| REDW Wealth LLC | 0.49% | Reduce -54.2% | 61,309 | $1.3M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.2% | 61,172 | $1.3M |
| Fonville Wealth Management LLC | 0.39% | Reduce -3.3% | 61,637 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Reduce -1.5% | 60,704 | $1.3M |
| Private Trust Co. NA | 0.13% | No change | 60,000 | $1.3M |
| Belpointe Asset Management LLC | 0.07% | Add +110.6% | 59,943 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +20.1% | 59,651 | $1.3M |
| Wealth Architects, LLC | 0.14% | Add +0.1% | 59,367 | $1.3M |
| Freedom Financial Partners LLC | 0.59% | Reduce -2.2% | 59,148 | $1.3M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -3.7% | 59,131 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -23.4% | 58,983 | $1.3M |
| Keybank National Association | 0.01% | No change | 58,908 | $1.3M |
| Curi Capital, LLC | 0.03% | Reduce -1.0% | 58,714 | $1.3M |
| Larson Financial Group LLC | 0.06% | Add +56.1% | 58,673 | $1.3M |
| West Coast Financial LLC | 0.14% | No change | 58,350 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +131.9% | 57,981 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.59% | Add +1.3% | 57,888 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 57,762 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.82% | No change | 57,450 | $1.2M |
| Clark Asset Management, LLC | 0.21% | Reduce -11.2% | 57,259 | $1.2M |
| Riverchase Wealth Management, LLC | 0.86% | No change | 57,249 | $1.2M |
| LexAurum Advisors, LLC | 0.24% | Add +175.9% | 56,693 | $1.2M |
| Attessa Capital LLC | 0.79% | Reduce -27.7% | 56,138 | $1.2M |
| VERITY Wealth Advisors | 0.90% | No change | 56,088 | $1.2M |
| PDS Planning, Inc | 0.10% | Reduce -4.7% | 55,744 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Reduce -14.5% | 55,738 | $1.2M |
| Advisor Resource Council | 0.10% | New | 60,648 | $1.2M |
| Eley Financial Management, Inc | 0.48% | Reduce -0.5% | 55,291 | $1.2M |
| Cahill Wealth Management, LLC | 0.61% | Add +0.3% | 55,453 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.16% | No change | 55,028 | $1.2M |
| Trust Co. of Vermont | 0.06% | No change | 54,678 | $1.2M |
| BNC Wealth Management, LLC | 0.42% | Add +0.0% | 53,989 | $1.2M |
| Evermay Wealth Management LLC | 0.15% | Reduce -3.0% | 53,964 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 53,442 | $1.2M |
| Shorepoint Capital Partners LLC | 0.26% | Reduce -2.4% | 52,615 | $1.1M |
| Physician Wealth Solutions Inc. | 0.57% | Reduce -7.7% | 52,473 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.9% | 51,815 | $1.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.27% | Reduce -1.4% | 51,642 | $1.1M |
| Penobscot Investment Management Company, Inc. | 0.10% | Reduce -1.1% | 51,495 | $1.1M |
| Grant Street Asset Management, Inc. | 0.27% | Add +0.3% | 51,453 | $1.1M |
| Sterling Group Wealth Management, LLC | 0.59% | Reduce -0.5% | 51,437 | $1.1M |
| Keebeck Wealth Management | 0.16% | Add +13.8% | 51,118 | $1.1M |
| World Investment Advisors | 0.03% | Add +0.6% | 51,025 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +269.7% | 50,408 | $1.1M |
| D'Orazio & Associates, Inc. | 0.16% | Add +0.3% | 50,025 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +2.3% | 49,752 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.2% | 49,745 | $1.1M |
| Morling Financial Advisors, LLC | 0.37% | Reduce -0.9% | 49,561 | $1.1M |
| Ridgewood Investments LLC | 0.49% | Add +91.1% | 48,711 | $1.0M |
| Hurley Capital, LLC | 0.79% | Add +0.3% | 48,230 | $1.0M |
| Lionshead Wealth Management, LLC | 1.07% | Reduce -47.2% | 48,036 | $1.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.29% | Add +0.9% | 47,816 | $1.0M |
| Smith & Howard Wealth Management, LLC | 0.28% | Reduce -32.2% | 47,622 | $1.0M |
| Smith Salley Wealth Management | 0.07% | Reduce -16.3% | 47,593 | $1.0M |
| Envision Financial LLC | 0.77% | Add +6.7% | 47,476 | $1.0M |
| Diligent Investors, LLC | 0.25% | Add +0.0% | 47,405 | $1.0M |
| Foresight Capital Management Advisors, Inc. | 0.63% | Reduce -1.4% | 47,182 | $1.0M |
| Grant/GrossMendelsohn, LLC | 0.56% | Reduce -0.8% | 47,790 | $1.0M |
| Midwest Financial Group LLC | 0.58% | Add +0.3% | 46,495 | $1.0M |
| Tompkins Financial Corp. | 0.09% | Add +6.5% | 45,722 | $984K |
| Tudor Financial Inc. | 0.59% | No change | 45,340 | $976K |
| Traveka Wealth, LLC | 0.54% | No change | 44,808 | $965K |
| Northwest Capital Management Inc | 0.40% | Reduce -2.9% | 44,780 | $964K |
| Mission Wealth Management, LP | 0.02% | Add +0.0% | 44,683 | $962K |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -0.0% | 44,622 | $961K |
| L.K. Benson & Company, P.C. | 0.66% | Add +1.5% | 44,542 | $959K |
| BlueStem Wealth Partners, LLC | 0.13% | Reduce -4.1% | 44,248 | $953K |
| Plancorp, LLC | 0.04% | Add +45.7% | 44,221 | $952K |
| Oakwell Private Wealth Management, LLC | 0.26% | Reduce -7.9% | 44,173 | $951K |
| Chilton Capital Management LLC | 0.04% | Reduce -17.1% | 43,304 | $932K |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.7% | 43,273 | $932K |
| Joule Financial, LLC | 0.33% | Add +2.9% | 43,245 | $931K |
| Burkett Financial Services, LLC | 0.38% | Add +6.3% | 43,089 | $928K |
| Colorado Capital Management, Inc. | 0.43% | Reduce -0.4% | 43,053 | $927K |
| Twelve Points Wealth Management LLC | 0.25% | Reduce -5.7% | 42,718 | $920K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.0% | 42,708 | $920K |
| W.H. Cornerstone Investments Inc. | 0.64% | Add +6.9% | 42,681 | $919K |
| Mengis Capital Management, Inc. | 0.19% | Reduce -0.4% | 42,165 | $908K |
| FF Advisors,LLC | 0.52% | Add +9.7% | 41,917 | $906K |
| Indie Asset Partners, LLC | 0.78% | Reduce -4.4% | 41,723 | $898K |
| Diversify Wealth Management, LLC | 0.07% | Reduce -9.4% | 41,860 | $894K |
| Barrett & Company, Inc. | 0.38% | Add +0.1% | 41,502 | $894K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -1.6% | 41,242 | $888K |
| Waterloo Capital, L.P. | 0.08% | Reduce -1.6% | 40,982 | $882K |
| Muirfield Wealth Advisors LLC | 0.75% | Reduce -1.5% | 40,835 | $879K |
| Martin Worley Group | 0.50% | Reduce -7.8% | 40,799 | $878K |
| Tandem Investment Partners LLC | 0.87% | Reduce -1.6% | 40,735 | $877K |
| Greenleaf Trust | 0.01% | No change | 40,578 | $874K |
| Citizens Financial Group Inc. | 0.02% | Add +0.3% | 40,120 | $864K |
| Abacus Planning Group, Inc. | 0.15% | Add +26.1% | 39,945 | $860K |
| Waycross Investment Management Co | 0.97% | No change | 39,774 | $856K |
| Summit Place Financial Advisors, LLC | 0.48% | Add +0.1% | 39,764 | $856K |
| Fifth Third Bancorp | 0.00% | Reduce -15.4% | 39,764 | $856K |
| Cutter & CO Brokerage, Inc. | 0.20% | Add +16.3% | 39,586 | $852K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.9% | 39,220 | $844K |
| CAP Partners, LLC | 0.61% | Reduce -0.4% | 39,152 | $843K |
| Smithbridge Asset Management Inc. | 0.16% | — | 39,061 | $841K |
| Bowie Capital Management, LLC | 0.04% | No change | 39,000 | $840K |
| Ironwood Financial, llc | 0.18% | Add +2.1% | 38,821 | $836K |
| Financial Futures Ltd Liability Co. | 0.47% | Add +76.0% | 38,670 | $833K |
| Dock Street Asset Management Inc. | 0.10% | No change | 38,601 | $831K |
| BLB&B Advisors, LLC | 0.04% | Reduce -8.5% | 38,577 | $831K |
| MainStreet Investment Advisors LLC | 0.12% | New | 38,575 | $831K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 38,575 | $831K |
| Premier Path Wealth Partners, LLC | 0.13% | Reduce -3.1% | 38,421 | $827K |
| Country Trust Bank | 0.02% | No change | 38,250 | $824K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -4.7% | 37,863 | $815K |
| Northern Capital Management, Inc. | 0.53% | Add +1.0% | 37,686 | $811K |
| Park Avenue Securities LLC | 0.01% | Add +3.4% | 37,673 | $811K |
| Capital Advisors, Ltd. LLC | 0.11% | Reduce -5.3% | 37,625 | $810K |
| Oarsman Capital, Inc. | 0.15% | Add +1.6% | 37,566 | $809K |
| Burton Enright Welch | 0.16% | Reduce -1.7% | 37,270 | $802K |
| Prospera Financial Services Inc | 0.02% | Add +13.0% | 37,242 | $802K |
| Legacy Wealth Management, LLC | 0.05% | Add +0.0% | 36,933 | $795K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -7.5% | 36,852 | $793K |
| Bridgewater Advisors Inc. | 0.07% | Add +0.4% | 36,729 | $784K |
| Phocas Financial Corp. | 0.12% | No change | 36,417 | $784K |
| SpringVest Wealth Management LLC | 0.65% | No change | 36,359 | $783K |
| Soltis Investment Advisors LLC | 0.07% | New | 36,266 | $781K |
| Root Financial Partners, LLC | 0.08% | Add +3.8% | 35,998 | $778K |
| EWG Elevate Inc. | 0.29% | Reduce -67.6% | 36,073 | $777K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.1% | 35,694 | $769K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 35,640 | $767K |
| Diversified Trust Co. | 0.02% | No change | 35,545 | $765K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 35,450 | $763K |
| Wealthstream Advisors, Inc. | 0.14% | Reduce -22.4% | 35,401 | $762K |
| Evanson Asset Management, LLC | 0.05% | Add +4.2% | 35,312 | $760K |
| One Day In July LLC | 0.08% | No change | 35,229 | $758K |
| Marquette Associates, Inc. | 0.76% | No change | 35,182 | $757K |
| Farrow Financial, Inc. | 0.51% | Reduce -4.6% | 35,114 | $756K |
| Fulcrum Equity Management | 0.82% | Add +8.4% | 35,022 | $754K |
| Hudock, Inc. | 0.13% | Add +0.1% | 34,838 | $750K |
| Consilium Wealth Advisory, LLC | 0.37% | No change | 34,470 | $742K |
| Monograph Wealth Advisors, LLC | 0.10% | No change | 34,453 | $742K |
| Carnegie Investment Counsel | 0.02% | Reduce -5.4% | 38,004 | $737K |
| Aegis Wealth Management LLC | 0.43% | Reduce -1.2% | 34,187 | $736K |
| Costello Asset Management, INC | 0.30% | Add +7017.3% | 34,163 | $736K |
| DecisionMap Wealth Management, LLC | 0.56% | Reduce -0.3% | 34,127 | $735K |
| Mason & Associates Inc | 0.18% | Reduce -21.1% | 34,097 | $734K |
| Westmount Partners, LLC | 0.22% | Add +0.3% | 34,071 | $734K |
| Prevail Innovative Wealth Advisors, LLC | 0.19% | Add +3.4% | 33,983 | $732K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Reduce -14.7% | 33,687 | $725K |
| DecisionPoint Financial, LLC | 0.21% | New | 33,423 | $720K |
| Continuum Wealth Advisors, LLC | 0.37% | Add +4.7% | 33,361 | $718K |
| AE Wealth Management LLC | 0.01% | Add +20.0% | 33,325 | $717K |
| Altus Wealth Management, LLC | 0.34% | Add +7.4% | 33,324 | $717K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -8.4% | 33,156 | $714K |
| High Probability Advisors, LLC | 0.12% | Add +4.8% | 33,054 | $712K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.5% | 32,915 | $709K |
| Next Capital Management LLC | 0.34% | New | 32,829 | $707K |
| Proficio Capital Partners LLC | 0.05% | New | 32,594 | $702K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +0.1% | 32,535 | $700K |
| Catalyst Financial Partners LLC | 0.13% | New | 32,324 | $696K |
| R. W. Roge & Company, Inc. | 0.38% | Reduce -5.6% | 32,201 | $693K |
| Ironwood Investment Counsel, LLC | 0.12% | Add +0.8% | 32,076 | $691K |
| MCF Advisors LLC | 0.05% | Reduce -7.6% | 31,857 | $686K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 31,722 | $683K |
| Sunpointe, LLC | 0.36% | New | 31,622 | $681K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -0.1% | 31,590 | $680K |
| Econ Financial Services Corp | 0.36% | Reduce -12.4% | 31,374 | $675K |
| Voisard Asset Management Group, Inc. | 0.20% | Add +0.1% | 31,371 | $675K |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 31,244 | $673K |
| Composition Wealth, LLC | 0.01% | Add +0.4% | 31,215 | $672K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -21.0% | 30,614 | $659K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 30,577 | $658K |
| Horizon Investment Services, LLC | 0.32% | Reduce -5.8% | 30,490 | $656K |
| Winthrop Capital Management, LLC | 0.18% | Add +0.2% | 30,439 | $655K |
| Annex Advisory Services, LLC | 0.02% | Add +5.7% | 30,247 | $651K |
| Forum Financial Management, LP | 0.01% | Add +47.4% | 30,184 | $650K |
| Bantamac Capital, LLC | 0.31% | No change | 30,000 | $646K |
| Callan Family Office, LLC | 0.05% | No change | 30,000 | $646K |
| Hills Bank & Trust Co | 0.05% | No change | 30,000 | $646K |
| Builder Investment Group Inc. | 0.18% | Add +4.0% | 29,640 | $638K |
| Denver PWM, LLC | 0.23% | Reduce -1.3% | 29,436 | $634K |
| North Star Investment Management Corp. | 0.05% | No change | 29,352 | $632K |
| HRT Financial LP | 0.00% | New | 29,260 | $629K |
| Penney Financial, LLC | 0.41% | Reduce -9.6% | 29,155 | $628K |
| Twele Capital Management, Inc. | 0.13% | Add +0.3% | 29,109 | $627K |
| Wealthcare Capital Management LLC | 0.06% | No change | 29,076 | $626K |
| Wernau Asset Management Inc. | 0.63% | No change | 28,194 | $607K |
| Patton Albertson Miller Group, LLC | 0.09% | Reduce -0.2% | 28,156 | $606K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.5% | 27,822 | $599K |
| Rehmann Capital Advisory Group | 0.04% | No change | 27,748 | $597K |
| TLWM | 0.12% | Reduce -0.2% | 27,608 | $594K |
| Horan Securities, Inc. | 0.22% | Add +0.2% | 27,589 | $594K |
| Perennial Advisors, LLC | 0.12% | Reduce -8.8% | 27,459 | $591K |
| Traction Financial Partners, LLC | 0.46% | Reduce -5.4% | 27,393 | $590K |
| Reliant Wealth Planning | 0.27% | No change | 27,189 | $585K |
| AF Advisors, Inc. | 0.11% | Add +0.0% | 26,973 | $581K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +7.4% | 28,243 | $578K |
| Baker Tilly Wealth Management, LLC | 0.23% | Add +0.1% | 26,842 | $578K |
| Pinion Investment Advisors, LLC | 0.13% | Add +73.4% | 26,680 | $574K |
| Spire Wealth Management | 0.02% | Reduce -10.7% | 26,471 | $570K |
| Weatherly Asset Management L. P. | 0.05% | No change | 26,415 | $569K |
| West Financial Advisors, LLC | 0.11% | No change | 26,154 | $563K |
| McAdam, LLC | 0.03% | Reduce -12.2% | 26,153 | $563K |
| One Wealth Management Investment & Advisory Services, LLC | 0.93% | New | 26,116 | $562K |
| Smith Anglin Financial, LLC | 0.06% | Add +0.3% | 26,088 | $562K |
| Washburn Capital Management, Inc. | 0.37% | No change | 26,037 | $561K |
| Capital Analysts, LLC | 0.02% | Add +35.9% | 26,026 | $560K |
| GS Investments, Inc. | 0.26% | Reduce -0.3% | 25,980 | $559K |
| Goodman Financial Corp | 0.12% | New | 25,935 | $558K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Add +0.3% | 25,929 | $558K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | No change | 25,826 | $558K |
| Crewe Advisors LLC | 0.08% | Add +2.9% | 25,878 | $557K |
| StoneX Group Inc. | 0.03% | Add +119.8% | 25,861 | $557K |
| Aletheian Wealth Advisors LLC | 0.31% | Reduce -12.5% | 25,857 | $557K |
| Bordeaux Wealth Advisors LLC | 0.10% | Add +5.2% | 25,755 | $555K |
| Two Sigma Securities, LLC | 0.08% | New | 25,651 | $552K |
| QRG Capital Management, Inc. | 0.01% | Reduce -21.9% | 25,573 | $551K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.3% | 25,483 | $549K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +73.9% | 25,432 | $548K |
| Total Investment Management Inc. | 0.07% | Add +10.4% | 25,398 | $547K |
| Aquire Wealth Advisors, LLC | 0.17% | No change | 25,261 | $544K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.3% | 25,234 | $543K |
| My Personal CFO, LLC | 0.27% | Add +0.1% | 25,203 | $543K |
| Shakespeare Wealth Management, LLC | 0.14% | Reduce -1.2% | 25,089 | $540K |
| OLIO Financial Planning | 0.18% | Reduce -3.5% | 24,783 | $534K |
| Scott & Selber, Inc. | 0.17% | Add +0.1% | 24,774 | $533K |
| Greenline Partners, LLC | 0.08% | Add +783.5% | 216,841 | $530K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -3.4% | 24,592 | $529K |
| Womack Financial LLC | 0.48% | Add +0.5% | 24,437 | $526K |
| Bell Investment Advisors, Inc | 0.10% | Reduce -47.9% | 24,434 | $526K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.3% | 24,351 | $524K |
| Gilbert & Cook, Inc. | 0.08% | No change | 24,275 | $523K |
| Foster & Motley Inc. | 0.03% | Reduce -20.1% | 24,189 | $521K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.6% | 24,181 | $521K |
| Rollins Financial Advisors, LLC | 0.09% | No change | 24,137 | $520K |
| Acas, LLC | 0.40% | Reduce -2.4% | 24,156 | $519K |
| Sage Financial Group Inc. | 0.04% | Add +32.1% | 24,060 | $518K |
| Broadleaf Partners, LLC | 0.14% | Add +2.2% | 24,019 | $517K |
| Summit Asset Management, LLC | 0.09% | Add +3.2% | 23,958 | $516K |
| Lanark Financial, Inc. | 0.04% | — | 23,881 | $514K |
| Tritonpoint Wealth, LLC | 0.05% | Add +1.1% | 23,868 | $514K |
| RIA Advisory Group LLC | 0.17% | Add +0.9% | 23,844 | $513K |
| Sightline Wealth Advisors, LLC | 0.27% | Reduce -1.5% | 23,844 | $513K |
| Gainplan LLC | 0.33% | No change | 23,592 | $508K |
| Dunhill Financial, LLC | 0.23% | New | 23,543 | $507K |
| IRON Financial LLC | 0.28% | Add +0.1% | 23,494 | $506K |
| Clay Northam Wealth Management, LLC | 0.35% | Reduce -0.1% | 23,421 | $504K |
| Brighton Securities Corp. | 0.24% | Reduce -9.3% | 23,336 | $502K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 23,304 | $502K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 23,261 | $501K |
| Clarity Wealth Advisors, LLC | 0.14% | Add +0.0% | 23,202 | $500K |
| Hanover Advisors Inc. | 0.22% | No change | 23,061 | $497K |
| Custos Family Office, LLC | 0.18% | No change | 22,974 | $495K |
| Waterford Advisors, LLC | 0.20% | No change | 22,944 | $494K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -30.8% | 22,720 | $489K |
| Blankinship & Foster, LLC | 0.12% | Reduce -7.1% | 22,565 | $486K |
| CW Advisors, LLC | 0.01% | Reduce -6.5% | 22,467 | $485K |
| Faithward Advisors, LLC | 0.08% | Reduce -0.3% | 22,439 | $483K |
| Goelzer Investment Management, Inc. | 0.03% | New | 22,428 | $483K |
| Savvy Advisors, Inc. | 0.05% | Reduce -10.8% | 22,314 | $480K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +7.6% | 22,269 | $479K |
| Heritage Oak Wealth Advisors LLC | 0.21% | Reduce -2.4% | 22,186 | $478K |
| Blue Trust, Inc. | 0.01% | Add +122.5% | 21,926 | $472K |
| Everett Harris & Co. | 0.01% | Reduce -0.5% | 21,725 | $468K |
| Naviter Wealth, LLC | 0.06% | No change | 21,696 | $467K |
| Argent Trust Co | 0.02% | No change | 21,636 | $466K |
| Dakota Wealth Management | 0.01% | Reduce -2.0% | 21,615 | $465K |
| Noble Family Wealth, LLC | 0.13% | Reduce -3.3% | 21,546 | $464K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -0.8% | 21,539 | $464K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -0.6% | 21,454 | $462K |
| Prepared Retirement Institute LLC | 0.29% | Add +57.9% | 21,432 | $461K |
| SteelPeak Wealth, LLC | 0.02% | New | 21,415 | $461K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.6% | 21,398 | $461K |
| Hirtle & Co., LLC | 0.02% | Reduce -2.2% | 21,347 | $460K |
| Balentine LLC | 0.02% | No change | 21,234 | $457K |
| Heritage Financial Services, LLC | 0.05% | No change | 21,213 | $457K |
| Shira Ridge Wealth Management | 0.23% | No change | 21,114 | $455K |
| Keener Financial Planning LLC | 0.29% | No change | 21,006 | $452K |
| Qube Research & Technologies Ltd | 0.00% | Add +11.7% | 20,989 | $452K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.1% | 20,741 | $447K |
| Parkside Financial Bank & Trust | 0.06% | Add +170.9% | 20,726 | $446K |
| Wealthgarden F.S. LLC | 0.42% | Add +0.9% | 20,484 | $441K |
| Lakeridge Wealth Management LLC | 0.22% | Reduce -1.4% | 20,402 | $439K |
| Diversify Advisory Services, LLC | 0.03% | New | 20,545 | $439K |
| GWN Securities Inc. | 0.02% | New | 19,188 | $435K |
| Solutions 4 Wealth, Ltd | 0.77% | Add +0.1% | 20,186 | $435K |
| Morris Financial Concepts, Inc. | 0.18% | No change | 19,830 | $427K |
| Novus Advisors, LLC | 0.43% | Add +0.3% | 19,824 | $427K |
| Aull & Monroe Investment Management Corp | 0.21% | No change | 19,785 | $426K |
| BetterWealth, LLC | 0.12% | No change | 19,695 | $424K |
| Integrity Alliance, Llc. | 0.02% | New | 19,578 | $422K |
| Black Diamond Financial, LLC | 0.06% | Add +8.1% | 19,543 | $421K |
| Evoke Wealth, LLC | 0.01% | Reduce -2.5% | 19,506 | $420K |
| Advisor OS, LLC | 0.05% | Reduce -0.5% | 19,427 | $418K |
| Arlington Trust Co LLC | 0.09% | Add +14.3% | 19,331 | $416K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.1% | 19,325 | $416K |
| Baldwin Investment Management, LLC | 0.05% | New | 19,279 | $415K |
| BlackRock, Inc. | 0.00% | Reduce -38.6% | 19,143 | $412K |
| Lederer & Associates Investment Counsel | 0.30% | No change | 18,999 | $409K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -0.7% | 18,963 | $408K |
| Nwam LLC | 0.04% | Reduce -17.7% | 18,955 | $408K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.2% | 18,853 | $406K |
| Balefire, LLC | 0.14% | New | 18,840 | $406K |
| Vickerman Investment Advisors, Inc. | 0.09% | Add +0.6% | 18,811 | $405K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.1% | 18,809 | $405K |
| Tiemann Investment Advisors, LLC | 0.18% | No change | 18,667 | $402K |
| Valeo Financial Advisors, LLC | 0.01% | Add +13.3% | 18,661 | $402K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -13.3% | 18,652 | $402K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +40.3% | 18,553 | $399K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -24.8% | 18,479 | $398K |
| Level Wealth Management LLC | 0.26% | Reduce -3.8% | 18,385 | $396K |
| Hardin Capital Partners, LLC | 0.24% | Add +0.5% | 18,354 | $395K |
| Alaska Wealth Advisors, LLC | 0.06% | Reduce -14.8% | 18,328 | $395K |
| Canandaigua National Bank & Trust Co. | 0.04% | Add +15.0% | 18,282 | $394K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 17,240 | $391K |
| Anchor Investment Management, LLC | 0.04% | Add +5.2% | 18,125 | $390K |
| Hardy Reed LLC | 0.03% | No change | 18,087 | $389K |
| Royal Capital Wealth Management, LLC | 0.27% | Add +0.0% | 18,075 | $389K |
| Regions Financial Corp. | 0.00% | No change | 18,051 | $389K |
| United Asset Strategies, Inc. | 0.04% | Add +0.1% | 18,010 | $388K |
| Your Advocates Ltd., LLP | 0.15% | Add +0.3% | 17,976 | $387K |
| Apella Capital, LLC | 0.01% | Add +0.9% | 18,534 | $387K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +1.4% | 17,927 | $386K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.3% | 17,888 | $385K |
| Garde Capital, Inc. | 0.02% | Reduce -10.5% | 17,868 | $385K |
| Sage Rhino Capital LLC | 0.09% | Add +0.3% | 17,854 | $384K |
| Schrum Private Wealth Management LLC | 0.34% | No change | 17,850 | $384K |
| Heritage Wealth Partners, LLC | 0.58% | New | 17,787 | $383K |
| Pacific Sun Financial Corp | 0.22% | No change | 17,640 | $380K |
| Apex Wealth Management, LLC | 0.34% | Add +3.0% | 17,518 | $377K |
| Resolute Advisors LLC | 0.11% | Add +10.0% | 17,511 | $377K |
| Old North State Wealth Management, LLC | 0.21% | Add +0.5% | 17,506 | $377K |
| Fiducient Advisors LLC | 0.05% | New | 17,402 | $375K |
| Klingman & Associates, LLC | 0.02% | No change | 17,400 | $375K |
| Jamison Private Wealth Management, Inc. | 0.06% | Reduce -3.6% | 17,355 | $374K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 17,350 | $374K |
| Gibraltar Capital Management, Inc. | 0.08% | No change | 17,322 | $373K |
| Pachira Investments Inc. | 0.26% | Add +12.5% | 17,369 | $372K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +30.1% | 17,293 | $372K |
| Telos Capital Management, Inc. | 0.04% | Reduce -21.4% | 17,252 | $371K |
| AlphaQ Advisors LLC | 0.89% | Add +0.4% | 17,248 | $371K |
| Capital Investment Advisors, LLC | 0.01% | Add +22.2% | 17,200 | $370K |
| Good Life Advisors, LLC | 0.03% | Add +0.3% | 17,060 | $367K |
| Gibson Capital, LLC | 0.08% | New | 17,012 | $366K |
| Essex Bank | 0.09% | Add +9.3% | 17,010 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +21.5% | 16,990 | $366K |
| American Money Management, LLC | 0.07% | No change | 16,950 | $365K |
| Cornerstone Planning Group LLC | 0.09% | Add +65.0% | 17,488 | $360K |
| Accredited Wealth Management, LLC | 0.30% | Reduce -3.0% | 16,736 | $360K |
| Front Row Advisors LLC | 0.14% | Reduce -2.7% | 16,602 | $357K |
| Jacobs & Co. | 0.04% | No change | 16,592 | $357K |
| Sonora Investment Management Group, LLC | 0.03% | New | 16,556 | $356K |
| Moseley Investment Management Inc. | 0.14% | No change | 16,476 | $355K |
| ZynergyRetirementPlanningLLC | 0.25% | Add +200.9% | 15,423 | $350K |
| Baldwin Wealth Partners LLC | 0.02% | Add +0.1% | 16,243 | $350K |
| Seneca House Advisors | 0.15% | Reduce -10.7% | 16,211 | $349K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.8% | 16,155 | $348K |
| Financial Advocates Investment Management | 0.02% | Reduce -44.9% | 16,090 | $346K |
| Total Clarity Wealth Management, Inc. | 0.11% | No change | 15,189 | $345K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -11.4% | 16,007 | $345K |
| Bill Few Associates, Inc. | 0.12% | No change | 15,972 | $344K |
| Perritt Capital Management Inc | 0.19% | Add +0.8% | 15,901 | $342K |
| Live Oak Investment Partners | 0.27% | New | 15,828 | $341K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +0.0% | 15,761 | $339K |
| Flow Traders U.S. LLC | 0.01% | New | 15,743 | $339K |
| Two Sigma Investments, LP | 0.00% | Reduce -96.0% | 15,700 | $338K |
| OneAscent Wealth Management LLC | 0.15% | Reduce -9.8% | 15,693 | $338K |
| Jeppson Wealth Management, LLC | 0.12% | Reduce -37.3% | 15,680 | $338K |
| Appleton Partners Inc. | 0.03% | Reduce -1.3% | 15,639 | $337K |
| Comerica Bank | 0.00% | Add +33.3% | 15,506 | $334K |
| Rossby Financial, LCC | 0.14% | Add +8.8% | 15,585 | $331K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 15,357 | $330K |
| Ehrlich Financial Group | 0.24% | Reduce -1.9% | 15,270 | $329K |
| Broadview Financial Management, LLC | 0.24% | Add +0.3% | 15,231 | $328K |
| Access Financial Services, Inc. | 0.13% | Add +2.8% | 15,223 | $328K |
| Magnolia Capital Advisors LLC | 0.09% | Reduce -1.1% | 15,143 | $326K |
| Worth Asset Management, LLC | 0.18% | Add +13.4% | 15,120 | $326K |
| Auxano Advisors, LLC | 0.09% | No change | 15,068 | $324K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -7.0% | 15,009 | $323K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 15,000 | $323K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -17.1% | 14,805 | $323K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -6.2% | 14,962 | $322K |
| Able Wealth Management LLC | 0.19% | No change | 14,929 | $321K |
| Somerset Group LLC | 0.29% | Add +3.8% | 14,837 | $319K |
| Clearstead Advisors, LLC | 0.01% | Add +15.1% | 14,832 | $319K |
| FRG Family Wealth Advisors LLC | 0.06% | Add +0.0% | 14,827 | $319K |
| Hartline Investment Corp./ | 0.04% | New | 14,820 | $319K |
| Commerce Bank | 0.00% | No change | 14,730 | $317K |
| Strategic Equity Management | 0.13% | Add +9.3% | 14,723 | $317K |
| Michael A. Dubis Financial Planning, LLC | 0.31% | No change | 14,625 | $315K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -6.4% | 14,567 | $314K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -4.3% | 14,526 | $313K |
| North Berkeley Wealth Management, LLC | 0.32% | No change | 14,382 | $310K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.1% | 14,354 | $309K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 14,275 | $307K |
| Independent Financial Group, LLC | 0.01% | No change | 14,259 | $307K |
| Coldstream Capital Management Inc. | 0.01% | No change | 14,202 | $306K |
| Sierra Summit Advisors LLC | 0.07% | No change | 14,085 | $303K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +37.7% | 14,084 | $303K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.3% | 14,067 | $303K |
| Tranquility Partners, LLC | 0.12% | Reduce -4.3% | 14,050 | $302K |
| Versant Capital Management, Inc | 0.05% | Add +0.3% | 14,046 | $302K |
| LifeSteps Financial, Inc. | 0.24% | Add +0.1% | 14,031 | $302K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 13,971 | $301K |
| Foundation Wealth Management, LLC\PA | 0.14% | No change | 13,944 | $300K |
| American Financial Advisors, LLC | 0.04% | Add +0.0% | 13,929 | $300K |
| Pinnacle Financial Partners Inc | 0.01% | Add +200.0% | 13,050 | $296K |
| AA Financial Advisors, LLC | 0.07% | Reduce -22.4% | 13,717 | $295K |
| UMB Bank, n.a. | 0.00% | Reduce -6.8% | 13,700 | $295K |
| Liberty Wealth Management LLC | 0.06% | Reduce -57.5% | 13,671 | $294K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -29.2% | 13,670 | $294K |
| BIP Wealth, LLC | 0.02% | Add +6.7% | 13,659 | $294K |
| Atlatl Advisers LLC | 0.19% | Reduce -5.6% | 13,561 | $292K |
| TFO Wealth Partners, LLC | 0.06% | New | 13,446 | $289K |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 13,435 | $289K |
| Ruggaard & Associates LLC | 0.13% | Reduce -0.3% | 13,405 | $289K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 13,341 | $287K |
| Councilmark Asset Management, LLC | 0.19% | No change | 13,290 | $286K |
| Blue Oak Capital, LLC | 0.16% | New | 13,220 | $285K |
| Capital Insight Partners, LLC | 0.05% | No change | 13,218 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Add +626.3% | 13,211 | $284K |
| JBGlobal.com LLC | 0.29% | No change | 13,148 | $283K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 13,107 | $282K |
| New Perspectives, Inc | 0.15% | No change | 13,089 | $282K |
| Sandy Spring Bank | 0.01% | Reduce -0.3% | 13,059 | $281K |
| BostonPremier Wealth LLC | 0.17% | Add +0.3% | 13,017 | $280K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +57.5% | 12,873 | $277K |
| Redwood Investment Management, LLC | 0.03% | New | 12,843 | $277K |
| Rock Point Advisors, LLC | 0.09% | No change | 12,855 | $277K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 12,843 | $277K |
| Moneco Advisors, LLC | 0.03% | No change | 12,798 | $276K |
| Planning Center, Inc. | 0.03% | Reduce -15.1% | 12,691 | $273K |
| Ciovacco Capital Management LLC | 0.19% | No change | 12,676 | $273K |
| Choate Investment Advisors | 0.01% | No change | 12,630 | $272K |
| Rinkey Investments | 0.09% | New | 12,594 | $271K |
| Cornerstone Enterprises, LLC | 0.16% | No change | 12,426 | $268K |
| Berger Financial Group, Inc | 0.02% | Add +6.0% | 12,415 | $267K |
| Dravo Bay LLC | 0.14% | No change | 12,411 | $267K |
| Boyce & Associates Wealth Consulting, Inc. | 0.27% | Add +1.0% | 12,408 | $267K |
| Venturi Wealth Management, LLC | 0.01% | Add +154.1% | 12,404 | $267K |
| Patten & Patten Inc. | 0.02% | No change | 12,385 | $267K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +2.6% | 12,345 | $266K |
| Pflug Koory, LLC | 0.15% | Reduce -6.5% | 12,324 | $265K |
| Carolina Wealth Advisors, LLC | 0.14% | Reduce -7.4% | 12,312 | $265K |
| Murphy & Mullick Capital Management Corp | 0.26% | No change | 12,267 | $264K |
| Advisors Capital Management, LLC | 0.00% | Reduce -9.8% | 12,244 | $264K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -1.4% | 12,242 | $264K |
| Virtue Capital Management, LLC | 0.03% | New | 12,227 | $263K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -84.0% | 12,096 | $260K |
| Squire Investment Management Company, LLC | 0.11% | Add +0.0% | 12,002 | $258K |
| WealthShield Partners, LLC | 0.03% | Reduce -17.1% | 12,002 | $258K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 12,000 | $258K |
| Stone Summit Wealth LLC | 0.09% | Reduce -9.4% | 11,954 | $257K |
| New Republic Capital, LLC | 0.11% | Add +139.9% | 11,949 | $257K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 11,895 | $256K |
| Vigilare Wealth Management | 0.10% | Add +0.0% | 11,864 | $255K |
| Founders Financial Alliance, LLC | 0.06% | Add +6.4% | 11,813 | $254K |
| Creative Capital Management Investments LLC | 0.10% | No change | 11,802 | $254K |
| Claris Advisors, LLC / Mo / | 0.09% | Add +0.3% | 11,746 | $253K |
| Michels Family Financial, LLC | 0.23% | Reduce -0.6% | 11,579 | $249K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 11,468 | $247K |
| Burt Wealth Advisors | 0.06% | No change | 11,448 | $246K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -47.1% | 11,438 | $246K |
| Smartleaf Asset Management LLC | 0.02% | Add +1728.8% | 11,485 | $246K |
| Snowden Capital Advisors LLC | 0.01% | No change | 11,355 | $244K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.4% | 11,348 | $244K |
| Main Management LLC | 0.02% | No change | 11,220 | $242K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 11,226 | $242K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 11,209 | $241K |
| Arkadios Wealth Advisors | 0.01% | Add +21.5% | 11,193 | $241K |
| Guardian Financial Partners, LLC | 0.12% | Add +0.0% | 11,185 | $241K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Reduce -2.8% | 11,056 | $238K |
| Team Hewins, LLC | 0.09% | No change | 10,764 | $232K |
| Act Wealth Management, LLC | 0.10% | Add +0.5% | 10,753 | $232K |
| Goldstein Advisors, LLC | 0.03% | New | 10,716 | $231K |
| Alley Investment Management Company, LLC | 0.03% | No change | 10,686 | $230K |
| Bessemer Group Inc. | 0.00% | No change | 10,665 | $230K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 10,590 | $228K |
| Wealthquest Corp | 0.02% | New | 10,564 | $227K |
| Orion Capital Management LLC | 0.10% | Add +4.2% | 10,527 | $227K |
| White Pine Investment CO | 0.06% | Reduce -6.2% | 10,513 | $226K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 10,480 | $226K |
| US Financial Advisors, LLC | 0.07% | No change | 10,428 | $225K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +17.2% | 10,407 | $224K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -73.2% | 10,354 | $223K |
| Flputnam Investment Management Co. | 0.00% | New | 10,274 | $221K |
| Fisher Asset Management | 0.00% | Reduce -13.0% | 10,259 | $221K |
| Ifrah Financial Services, Inc. | 0.06% | Reduce -2.2% | 10,246 | $221K |
| Florida Trust Wealth Management Co | 0.01% | Add +13.7% | 10,230 | $220K |
| HC Advisors, LLC | 0.16% | No change | 10,188 | $219K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -0.0% | 10,185 | $219K |
| Quantum Financial Planning Services, Inc. | 0.12% | New | 10,138 | $218K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -44.0% | 10,118 | $218K |
| Clarity Capital Advisors, LLC | 0.14% | No change | 10,117 | $218K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 10,104 | $218K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 10,094 | $217K |
| Stephens Inc. | 0.00% | No change | 10,083 | $217K |
| Silver Lake Advisory, LLC | 0.09% | Add +4.0% | 10,053 | $216K |
| Trevian Wealth Management LLC | 0.15% | No change | 10,022 | $216K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,027 | $216K |
| FPC Investment Advisory, Inc. | 0.15% | No change | 9,870 | $214K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.1% | 9,941 | $214K |
| Babb Wealth Advisors LLC | 0.17% | Reduce -21.4% | 9,933 | $214K |
| Summit X, LLC | 0.04% | Reduce -3.4% | 9,930 | $214K |
| Accelerate Investment Advisors LLC | 0.18% | New | 9,904 | $213K |
| 49 Wealth Management, LLC | 0.03% | Reduce -11.3% | 9,829 | $212K |
| KilterHowling LLC | 0.14% | Add +0.3% | 9,642 | $210K |
| Abound Wealth Management | 0.07% | Add +0.6% | 9,689 | $209K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.2% | 9,643 | $208K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +0.3% | 9,635 | $207K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.3% | 9,613 | $207K |
| Obermeyer Wealth Partners | 0.01% | New | 9,600 | $207K |
| Aspen Capital Management, LLC | 0.07% | — | 9,568 | $206K |
| Riverwater Partners LLC | 0.11% | Add +1.0% | 9,558 | $206K |
| Red Spruce Capital, LLC | 0.10% | No change | 9,507 | $205K |
| Trek Financial, LLC | 0.01% | Add +2.5% | 9,360 | $202K |
| Wick Capital Partners, LLC | 0.06% | Reduce -1.2% | 9,354 | $201K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 9,347 | $201K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.5% | 9,336 | $201K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,326 | $201K |
| DB Fitzpatrick & Co, Inc | 0.19% | Add +4.1% | 9,163 | $197K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -1.5% | 9,110 | $196K |
| Robinswood Financial LLC | 0.07% | Add +0.0% | 9,039 | $195K |
| SJS Investment Consulting Inc. | 0.03% | No change | 9,010 | $194K |
| Armor Investment Advisors, LLC | 0.08% | Reduce -12.3% | 8,772 | $189K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -1.7% | 8,506 | $183K |
| Continuum Advisory, LLC | 0.02% | Reduce -85.9% | 8,412 | $181K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.4% | 8,372 | $180K |
| Old Second National Bank of Aurora | 0.04% | No change | 8,250 | $178K |
| Bokf, NA | 0.00% | Add +53.7% | 7,368 | $159K |
| Tidemark, LLC | 0.06% | Add +0.0% | 7,156 | $154K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 7,005 | $151K |
| Friedenthal Financial | 0.09% | Reduce -90.5% | 6,997 | $151K |
| Pacific Center for Financial Services | 0.04% | Add +1.5% | 6,792 | $146K |
| Biltmore Family Office, LLC | 0.02% | No change | 6,750 | $145K |
| TCTC Holdings, LLC | 0.00% | No change | 6,180 | $133K |
| Hollencrest Capital Management | 0.01% | No change | 6,075 | $131K |
| Peoples Financial Services Corp. | 0.06% | No change | 6,000 | $129K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +9.3% | 5,942 | $128K |
| HM Payson & Co. | 0.00% | No change | 5,822 | $125K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 5,664 | $122K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 5,601 | $121K |
| Glassman Wealth Services | 0.02% | No change | 5,579 | $120K |
| Richardson Capital Management LLC | 0.07% | Add +0.3% | 5,499 | $118K |
| Investors Research Corp | 0.02% | Reduce -18.1% | 5,310 | $114K |
| Raffa Wealth Management, LLC | 0.03% | No change | 5,248 | $113K |
| Ameriflex Group, Inc. | 0.05% | No change | 5,175 | $111K |
| Angeles Wealth Management, LLC | 0.01% | Add +85.2% | 5,023 | $108K |
| Bangor Savings Bank | 0.01% | No change | 5,017 | $108K |
| CENTRAL TRUST Co | 0.00% | Add +82.8% | 4,990 | $107K |
| United Community Bank | 0.04% | No change | 4,800 | $103K |
| McIlrath & Eck, LLC | 0.01% | Add +6.0% | 4,482 | $96K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,425 | $95K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -0.9% | 4,408 | $95K |
| Whittier Trust Co. | 0.00% | Reduce -71.2% | 4,191 | $90K |
| Creekmur Asset Management LLC | 0.02% | Reduce -1.6% | 3,807 | $82K |
| Montag A & Associates Inc. | 0.00% | Add +0.3% | 3,787 | $82K |
| Bfsg, LLC | 0.01% | Reduce -35.3% | 3,656 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | New | 3,465 | $75K |
| Laurel Wealth Advisors LLC | 0.01% | Add +3.6% | 3,286 | $71K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +0.1% | 3,255 | $70K |
| Roxbury Financial LLC | 0.07% | Add +0.4% | 2,979 | $68K |
| Pacifica Partners Inc. | 0.03% | No change | 3,000 | $62K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -22.3% | 2,703 | $58K |
| Hoertkorn Richard Charles | 0.03% | No change | 2,700 | $58K |
| HighMark Wealth Management LLC | 0.03% | Add +0.3% | 2,554 | $55K |
| Principal Securities, Inc. | 0.00% | No change | 2,415 | $55K |
| 3Chopt Investment Partners, LLC | 0.01% | New | 2,454 | $53K |
| Financial Network Wealth Advisors LLC | 0.07% | New | 2,425 | $52K |
| JNBA Financial Advisors | 0.01% | Add +20.9% | 2,409 | $52K |
| Eastern Bank | 0.00% | No change | 2,400 | $52K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -12.7% | 2,390 | $51K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 2,322 | $50K |
| Brooklyn Investment Group | 0.01% | New | 2,283 | $49K |
| Godsey & Gibb, Inc. | 0.00% | No change | 2,103 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,059 | $44K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -12.1% | 2,045 | $44K |
| Manchester Capital Management LLC | 0.01% | Add +0.2% | 2,030 | $44K |
| Moser Wealth Advisors, LLC | 0.02% | Add +14.9% | 1,897 | $41K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 1,775 | $38K |
| Aberdeen Wealth Management LLC | 0.03% | Add +8.6% | 1,773 | $38K |
| SIMA Wealth Partners, LLC | 0.03% | Reduce -4.9% | 1,705 | $37K |
| Birchbrook, Inc. | 0.02% | No change | 1,665 | $36K |
| American Capital Advisory, LLC | 0.02% | Reduce -24.3% | 1,621 | $35K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,593 | $34K |
| Western Pacific Wealth Management, LP | 0.03% | Add +0.3% | 1,570 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.4% | 1,557 | $34K |
| NWK Group, Inc. | 0.02% | No change | 1,542 | $33K |
| Hemington Wealth Management | 0.01% | No change | 1,494 | $32K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1,474 | $32K |
| Nemes Rush Group LLC | 0.00% | Add +0.1% | 1,451 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 1,446 | $31K |
| Curat Global, LLC | 0.04% | — | 1,429 | $31K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.7% | 1,400 | $30K |
| Wealth Preservation Advisors, LLC | 0.02% | — | 1,380 | $30K |
| Millstone Evans Group, LLC | 0.02% | Add +2.6% | 1,351 | $29K |
| Global Financial Private Client, LLC | 0.01% | No change | 1,332 | $29K |
| Albion Financial Group | 0.00% | No change | 1,260 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 1,253 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 1,220 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | — | 1,200 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.7% | 1,200 | $26K |
| Wiser Advisor Group LLC | 0.04% | Add +0.3% | 1,179 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,164 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +6.6% | 1,164 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 1,161 | $25K |
| Blume Capital Management, Inc. | 0.01% | Add +0.1% | 1,112 | $24K |
| Promus Capital, LLC | 0.02% | No change | 1,104 | $24K |
| Studio Investment Management LLC | 0.00% | No change | 1,092 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 1,020 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 985 | $21K |
| Synergy Investment Management, LLC | 0.01% | No change | 963 | $21K |
| Olistico Wealth, LLC | 0.01% | Reduce -0.1% | 886 | $19K |
| TFC Financial Management, Inc. | 0.00% | No change | 816 | $18K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 750 | $16K |
| Robbins Farley | 0.01% | Reduce -0.1% | 736 | $16K |
| Financial Perspectives, Inc | 0.01% | Add +0.3% | 716 | $15K |
| Evolution Advisers, Inc. | 0.01% | Reduce -86.4% | 657 | $14K |
| Key Financial Inc | 0.00% | No change | 633 | $14K |
| Integrity Financial Corp | 0.01% | No change | 627 | $13K |
| Curio Wealth, LLC | 0.01% | Reduce -99.8% | 1 | $13K |
| Aventura Private Wealth, LLC | 0.01% | New | 570 | $12K |
| Addison Advisors LLC | 0.00% | Add +104.3% | 564 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 564 | $12K |
| Bernard Wealth Management Corp. | 0.01% | No change | 539 | $12K |
| Hoey Investments, Inc. | 0.00% | No change | 530 | $11K |
| Avion Wealth | 0.00% | No change | 503 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -16.4% | 500 | $11K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -53.0% | 500 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 492 | $11K |
| Optimum Investment Advisors | 0.00% | No change | 486 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 450 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 402 | $9K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.3% | 385 | $8K |
| Financial Freedom, LLC | 0.00% | Add +0.3% | 384 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 354 | $8K |
| Painted Porch Advisors LLC | 0.00% | No change | 372 | $8K |
| Hexagon Capital Partners LLC | 0.00% | Add +188.3% | 346 | $7K |
| Innovative Advisory Group, LLC | 0.01% | No change | 342 | $7K |
| Tower View Wealth Management LLC | 0.00% | New | 310 | $7K |
| Transce3nd, LLC | 0.00% | No change | 276 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 264 | $6K |
| Headlands Technologies LLC | 0.00% | New | 246 | $5K |
| NewSquare Capital LLC | 0.00% | No change | 216 | $5K |
| Inlight Wealth Management, LLC | 0.00% | New | 207 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 202 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 198 | $4K |
| Capital A Wealth Management, LLC | 0.00% | Add +3.3% | 187 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 180 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 180 | $4K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -57.3% | 157 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 156 | $3K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 132 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 128 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 126 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +38.1% | 116 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 84 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 66 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 60 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 54 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 54 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 37 | $781 |
| Sound Income Strategies, LLC | 0.00% | Reduce -78.7% | 30 | $646 |
| Redmont Wealth Advisors LLC | 0.00% | New | 20 | $425 |
| Hughes Financial Services, LLC | 0.00% | New | 15 | $324 |
| Eq Wealth Advisors, LLC | 0.00% | New | 9 | $194 |
| Colonial Trust Advisors | 0.00% | No change | 2 | $36 |
| IFS Advisors, LLC | 0.00% | No change | 1 | $36 |
"% 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.