Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2025 (June 30)1,213holders +39
87new positions
43sold out
5famous investors
$20.95avg. 13F price*
At the end of Q2 2025, 1,213 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 39 from Q1 2025. 87 opened new positions and 43 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), Betterment LLC ($401.0M) and Rebalance, LLC ($313.6M). 5 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $88.4M |
| Exits | 43 | $21.5M |
All 13F filers, Q1 2025 → Q2 2025: 92,730,695 shares bought and 20,378,799 shares sold, net +72,351,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,213 holders
| Wealthfront Advisers LLC | 3.46% | Reduce -3.5% | 56,360,948 | $1.3B |
| Betterment LLC | 0.85% | Reduce -2.5% | 16,827,398 | $401.0M |
| Rebalance, LLC | 21.31% | Add +10.1% | 13,159,188 | $313.6M |
| SCS Capital Management LLC | 3.23% | Add +2.7% | 12,223,396 | $291.3M |
| Evensky & Katz LLC | 12.78% | Reduce -2.7% | 8,780,332 | $209.2M |
| Strid Group, LLC | 29.01% | Add +0.5% | 8,658,237 | $206.3M |
| Hengehold Capital Management LLC | 18.36% | Reduce -6.2% | 8,450,794 | $201.4M |
| Bouchey Financial Group, Ltd. | 16.40% | Add +0.5% | 8,275,927 | $197.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.5% | 7,738,339 | $184.4M |
| HB Wealth Management, LLC | 1.24% | Add +0.4% | 6,496,557 | $154.8M |
| Hanson & Doremus Investment Management | 20.42% | Add +1.9% | 6,406,096 | $152.7M |
| Forvis Mazars Wealth Advisors, LLC | 3.21% | Add +11.3% | 6,248,801 | $148.9M |
| Evergreen Advisors, LLC | 38.95% | Reduce -1.7% | 6,170,240 | $147.0M |
| HT Partners LLC | 44.03% | Reduce -5.0% | 6,047,159 | $144.1M |
| AlphaCore Capital LLC | 5.40% | Add +1400.4% | 5,953,464 | $141.9M |
| HHM Wealth Advisors, LLC | 15.49% | Add +31.3% | 5,468,240 | $130.3M |
| Accredited Investors Inc. | 6.88% | Reduce -0.2% | 4,883,682 | $116.4M |
| TruNorth Capital Management, LLC | 24.70% | Add +9.7% | 4,664,159 | $111.1M |
| Mariner, LLC | 0.14% | Reduce -1.6% | 4,217,210 | $100.5M |
| National Bank of Canada | 0.10% | Reduce -8.3% | 4,051,638 | $96.5M |
| Morton Brown Family Wealth, LLC | 27.79% | Add +4.1% | 3,833,932 | $91.4M |
| Summit Financial Strategies, Inc. | 8.15% | Reduce -4.8% | 3,696,905 | $88.1M |
| Manchester Financial Inc. | 17.61% | Add +0.9% | 3,530,639 | $84.1M |
| Captrust Financial Advisors | 0.18% | Add +0.3% | 3,396,843 | $80.9M |
| Ballentine Partners, LLC | 1.17% | Add +6.0% | 3,272,279 | $78.0M |
| Bank of America Corp. | 0.01% | Add +3.4% | 3,250,928 | $77.5M |
| Morgan Stanley | 0.01% | Reduce -13.7% | 3,206,507 | $76.4M |
| Compass Financial Group, INC | 12.48% | Add +7.8% | 3,194,802 | $76.1M |
| HBK Sorce Advisory LLC | 2.03% | Add +1.7% | 3,146,484 | $75.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +43.5% | 2,870,409 | $68.4M |
| Asset Advisors Investment Management, LLC | 6.63% | Reduce -1.4% | 2,814,002 | $67.1M |
| Waverly Advisors, LLC | 0.73% | Add +1.3% | 2,773,692 | $66.1M |
| LPL Financial LLC | 0.02% | Add +3.1% | 2,757,897 | $65.7M |
| Brown Advisory Inc. | 0.09% | Reduce -2.9% | 2,738,170 | $65.3M |
| Circle Wealth Management, LLC | 1.44% | Reduce -1.3% | 2,721,147 | $64.8M |
| North Star Asset Management Inc. | 2.69% | Reduce -8.4% | 2,664,456 | $63.5M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 2,651,173 | $63.2M |
| D L Carlson Investment Group Inc. | 11.37% | Reduce -5.3% | 2,616,852 | $62.4M |
| Legacy Financial Strategies, LLC | 11.90% | Add +2.5% | 2,545,750 | $60.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.00% | Reduce -2.0% | 2,507,408 | $59.8M |
| Compass Advisory Group LLC | 18.35% | Add +4.0% | 2,433,631 | $58.0M |
| Myecfo, LLC | 28.04% | Add +1.3% | 2,399,036 | $57.2M |
| Wells Fargo & Company | 0.01% | Add +18.2% | 2,372,012 | $56.5M |
| Savant Capital, LLC | 0.40% | Add +21.1% | 2,307,221 | $55.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +7.9% | 2,260,548 | $54.6M |
| Kestra Advisory Services, LLC | 0.27% | Add +14.0% | 2,289,546 | $54.6M |
| Winthrop Advisory Group LLC | 5.25% | Add +59.5% | 2,285,320 | $54.5M |
| Creative Planning | 0.05% | Add +6.5% | 2,235,852 | $53.3M |
| Aptus Capital Advisors, LLC | 0.50% | Add +4.2% | 2,133,520 | $50.8M |
| Jones Financial Companies LLLP | 0.04% | Add +230.5% | 2,113,575 | $50.1M |
| Sunburst Financial Group, LLC | 11.12% | Add +4.3% | 2,082,849 | $49.6M |
| Ethos Financial Group, LLC | 4.24% | Add +10.2% | 2,059,938 | $49.1M |
| WBH Advisory Inc. | 4.11% | Reduce -4.7% | 2,025,879 | $48.3M |
| Bluespring Wealth Management, LLC | 4.23% | Add +0.3% | 1,864,325 | $44.4M |
| Capital Management Associates, Inc | 13.40% | Reduce -49.7% | 1,775,141 | $42.3M |
| Members Advisory Group LLC | 15.86% | Add +5.6% | 1,770,217 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.1% | 1,769,342 | $42.2M |
| Roundview Capital LLC | 2.61% | Reduce -2.6% | 1,639,862 | $39.1M |
| Cape Investment Advisory, Inc. | 13.77% | Add +1.5% | 1,583,013 | $37.7M |
| Jaffetilchin Investment Partners, LLC | 2.40% | Add +1.6% | 1,539,575 | $36.7M |
| Retirement Planning Group, LLC | 1.56% | Reduce -13.6% | 1,537,151 | $36.6M |
| Truist Financial Corp. | 0.05% | Reduce -21.4% | 1,529,675 | $36.5M |
| Genesee Capital Advisors, LLC | 16.17% | Add +1.6% | 1,514,413 | $36.1M |
| OneDigital Investment Advisors LLC | 0.40% | Reduce -6.0% | 1,513,108 | $36.1M |
| Allworth Financial LP | 0.17% | Add +0.8% | 1,465,459 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.6% | 1,375,023 | $32.8M |
| Legacy Private Trust Co. | 2.12% | Add +17.2% | 1,374,564 | $32.8M |
| Raymond James Financial Inc. | 0.01% | Add +27.9% | 1,339,244 | $31.9M |
| Leading Edge Financial Planning LLC | 8.87% | Add +4.3% | 1,338,719 | $31.9M |
| UBS Group AG | 0.01% | Add +6.7% | 1,322,811 | $31.5M |
| WT Wealth Management | 9.06% | Add +0.3% | 1,284,069 | $30.6M |
| Juncture Wealth Strategies, LLC | 10.68% | Add +60.4% | 1,261,049 | $30.1M |
| Focus Partners Wealth | 0.06% | Add +12.1% | 1,250,036 | $29.8M |
| Quantinno Capital Management LP | 0.13% | Add +942.2% | 1,234,589 | $29.4M |
| NorthCoast Asset Management LLC | 0.12% | Add +294.5% | 1,217,202 | $29.0M |
| Shilanski & Associates, Inc. | 8.13% | Add +2.8% | 1,193,682 | $28.4M |
| Pegasus Asset Management, Inc. | 9.61% | Reduce -1.1% | 1,176,627 | $28.0M |
| Gemmer Asset Management LLC | 2.45% | Reduce -1.0% | 1,160,310 | $27.7M |
| Cerity Partners LLC | 0.05% | Add +3.1% | 1,143,261 | $27.2M |
| Truepoint, Inc. | 0.67% | Reduce -2.3% | 1,135,811 | $27.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 1,122,755 | $26.8M |
| MAI Capital Management | 0.18% | Add +10.7% | 1,113,342 | $26.5M |
| Valley National Advisers Inc. | 4.32% | Add +0.7% | 1,111,401 | $26.5M |
| Boyum Wealth Architects LLC | 19.49% | Add +1.9% | 1,110,715 | $26.5M |
| Strategic Advisors LLC | 5.18% | Reduce -5.0% | 1,104,339 | $26.3M |
| GSG Advisors LLC | 7.52% | Add +3.3% | 1,088,248 | $25.9M |
| Goepper Burkhardt LLC | 9.51% | Add +1.8% | 1,083,704 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.2% | 1,080,960 | $25.8M |
| Patriot Investment Management Group, Inc. | 1.76% | Add +0.1% | 1,064,255 | $25.4M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -0.7% | 1,045,997 | $24.9M |
| Intelligence Driven Advisers, LLC | 3.74% | Add +71.5% | 1,040,325 | $24.8M |
| Facet Wealth, Inc. | 0.56% | Reduce -3.7% | 1,013,573 | $24.7M |
| SYM FINANCIAL Corp | 2.73% | Add +1.9% | 1,021,775 | $24.3M |
| Global Wealth Management, LLC | 13.21% | Reduce -5.0% | 997,934 | $24.1M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -0.3% | 1,000,692 | $23.8M |
| Robinson Smith Wealth Advisors LLC | 19.04% | Reduce -5.7% | 999,947 | $23.8M |
| FMR LLC | 0.00% | Add +9.6% | 989,303 | $23.6M |
| Strategic Financial Planning, Inc. | 14.58% | Add +3.4% | 982,798 | $23.4M |
| First National Corp. /Ma/ | 4.71% | Reduce -0.8% | 979,600 | $23.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +3.4% | 928,831 | $22.7M |
| Breakwater Investment Management | 8.63% | Reduce -1.1% | 936,063 | $22.3M |
| Socha Financial Group, LLC | 9.88% | Reduce -70.9% | 931,488 | $22.2M |
| Phil A. Younker & Associates, Ltd. | 21.71% | Reduce -8.0% | 924,085 | $22.0M |
| Tanglewood Wealth Management, Inc. | 2.17% | Add +36.6% | 922,238 | $22.0M |
| Harbour Investments, Inc. | 0.56% | Add +3.4% | 922,179 | $22.0M |
| Great Lakes Retirement, Inc. | 2.54% | Add +1.2% | 898,858 | $21.4M |
| Vista Capital Partners, Inc. | 2.32% | Add +70.0% | 888,459 | $21.2M |
| Meridian Wealth Partners, LLC | 3.05% | Add +3.1% | 881,493 | $21.0M |
| Dodds Wealth, LLC | 5.60% | Add +1.9% | 876,957 | $20.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.57% | Reduce -0.9% | 853,493 | $20.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 8.10% | Add +4.3% | 865,959 | $20.9M |
| Wynn Capital, LLC | 11.07% | Add +0.4% | 870,588 | $20.7M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.1% | 863,248 | $20.6M |
| Stonekeep Investments, LLC | 13.83% | Add +0.4% | 862,130 | $20.5M |
| Schaeffer Financial LLC | 19.99% | Add +1.9% | 858,887 | $20.5M |
| Nalls Sherbakoff Group, LLC | 14.81% | Add +1.5% | 853,603 | $20.3M |
| IMA Advisory Services, Inc. | 2.18% | Add +3.0% | 852,181 | $20.3M |
| Avior Wealth Management, LLC | 0.69% | Reduce -16.6% | 844,089 | $20.1M |
| Cobblestone Capital Advisors LLC | 1.00% | Reduce -1.8% | 821,814 | $19.6M |
| Tradition Wealth Management, LLC | 1.55% | Add +1.1% | 814,190 | $19.4M |
| Assetmark, Inc. | 0.04% | Add +530.1% | 798,594 | $19.0M |
| Lido Advisors, LLC | 0.10% | Add +4.0% | 790,976 | $18.8M |
| Libra Wealth LLC | 5.93% | Add +29.4% | 761,428 | $18.1M |
| Roble, Belko & Company, Inc | 2.64% | Reduce -0.1% | 761,312 | $18.1M |
| Madden Advisory Services, Inc. | 7.70% | Reduce -2.6% | 757,992 | $18.1M |
| Coastal Bridge Advisors, LLC | 1.49% | New | 751,990 | $17.9M |
| Ashford Advisors, LLC | 4.12% | No change | 745,544 | $17.8M |
| Marshall Financial Group Inc. | 5.27% | Reduce -8.5% | 739,052 | $17.6M |
| James J. Burns & Company, LLC | 2.74% | Reduce -2.1% | 704,368 | $16.8M |
| Corient Private Wealth LP | 0.02% | Add +3.3% | 693,121 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.4% | 691,716 | $16.5M |
| Osaic Holdings, Inc. | 0.03% | Add +0.6% | 690,914 | $16.5M |
| Focus Financial Network, Inc. | 0.65% | Reduce -26.3% | 688,588 | $16.4M |
| Elgethun Capital Management | 3.17% | Reduce -3.2% | 661,901 | $15.8M |
| PrairieView Partners, LLC | 1.50% | Add +4.5% | 652,952 | $15.6M |
| Cetera Investment Advisers | 0.03% | Add +8.0% | 635,212 | $15.1M |
| Compound Planning, Inc. | 0.57% | Add +15.2% | 629,376 | $15.0M |
| Lodestar Private Asset Management LLC | 1.72% | Reduce -0.7% | 624,863 | $14.9M |
| Christensen, King & Associates Investment Services, Inc. | 6.82% | Reduce -2.6% | 624,335 | $14.9M |
| Roger Wittlin Investment Advisory, LLC | 8.24% | Add +0.1% | 620,688 | $14.8M |
| Blue Bell Private Wealth Management, LLC | 2.47% | Reduce -0.6% | 619,457 | $14.8M |
| Ogorek Anthony Joseph /NY/ | 4.45% | Reduce -33.4% | 604,777 | $14.4M |
| Valicenti Advisory Services Inc. | 3.32% | Add +0.2% | 595,867 | $14.2M |
| Blue Investment Partners LLC | 4.88% | Reduce -0.6% | 583,483 | $13.9M |
| SigFig Wealth Management, LLC | 0.46% | Add +2.8% | 584,815 | $13.9M |
| Stifel Financial Corp. | 0.01% | Reduce -29.9% | 581,544 | $13.9M |
| MIdWestOne Financial Group, Inc. | 1.80% | New | 580,237 | $13.8M |
| Milestone Investment Advisors LLC | 3.54% | Reduce -2.6% | 570,127 | $13.6M |
| Zhang Financial LLC | 0.62% | Add +15.6% | 568,259 | $13.5M |
| Opes Wealth Management LLC | 2.37% | Add +3.8% | 559,877 | $13.3M |
| Bond & Devick Financial Network, Inc. | 4.31% | Add +3.3% | 543,808 | $13.0M |
| Passive Capital Management, LLC. | 4.00% | Reduce -1.1% | 540,099 | $12.9M |
| Weinberger Asset Management, Inc | 4.90% | Reduce -1.6% | 532,427 | $12.7M |
| TPG Advisors LLC | 9.04% | Add +1.2% | 524,270 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.1% | 519,812 | $12.4M |
| Spinnaker Investment Group, LLC | 2.91% | Reduce -9.0% | 519,324 | $12.4M |
| Prosperitas Financial LLC | 5.79% | Reduce -14.3% | 517,216 | $12.3M |
| IFP Advisors, Inc | 0.35% | Add +2.0% | 516,353 | $12.3M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -4.0% | 515,890 | $12.3M |
| Madison Wealth Partners, Inc | 2.68% | Reduce -2.8% | 515,735 | $12.3M |
| Wedmont Private Capital | 0.52% | Add +3.3% | 509,143 | $12.3M |
| Leavell Investment Management, Inc. | 0.55% | Add +0.7% | 510,992 | $12.2M |
| AQR Capital Management | 0.01% | Add +82.2% | 509,428 | $12.1M |
| Empower Advisory Group, LLC | 0.04% | Reduce -12.9% | 506,851 | $12.1M |
| Meridian Wealth Management, LLC | 0.49% | Reduce -6.4% | 483,046 | $11.5M |
| HORAN Wealth, LLC | 3.52% | — | 482,739 | $11.5M |
| Motive Wealth Advisors | 5.21% | No change | 479,748 | $11.4M |
| D.B. Root & Company, LLC | 3.37% | Reduce -0.8% | 478,355 | $11.4M |
| TruWealth Advisors, LLC | 0.62% | Add +1.9% | 472,490 | $11.3M |
| VSM Wealth Advisory, LLC | 3.70% | Reduce -1.6% | 469,414 | $11.2M |
| Everhart Financial Group, Inc. | 1.28% | Add +1.6% | 464,093 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.6% | 457,300 | $10.9M |
| Beacon Wealthcare LLC | 4.08% | Reduce -1.2% | 453,641 | $10.8M |
| Peak Financial Management, Inc. | 3.07% | Add +3.3% | 453,293 | $10.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -64.8% | 451,611 | $10.8M |
| Brooklyn FI, LLC | 2.76% | Reduce -9.0% | 451,216 | $10.8M |
| Waldron Private Wealth LLC | 0.47% | No change | 450,000 | $10.7M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.4% | 446,488 | $10.6M |
| Family Firm, Inc. | 2.54% | Add +3.0% | 441,861 | $10.5M |
| Alliance Wealth Management Group | 2.60% | Add +4.1% | 428,601 | $10.2M |
| Towercrest Capital Management | 1.82% | Add +4.1% | 428,601 | $10.2M |
| Davidson Kahn Capital Management, LLC | 6.49% | Add +12.2% | 423,629 | $10.1M |
| Summit Financial, LLC | 0.23% | Add +77.3% | 421,032 | $10.0M |
| Liberty Capital Management, Inc. | 2.00% | Add +2.0% | 416,347 | $9.9M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -37.9% | 415,324 | $9.9M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -2.7% | 413,848 | $9.9M |
| Apriem Advisors | 1.04% | Reduce -1.0% | 412,412 | $9.8M |
| Five Oceans Advisors | 4.17% | Reduce -0.1% | 410,381 | $9.8M |
| Cwm, LLC | 0.03% | Reduce -0.6% | 401,205 | $9.6M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +9.0% | 392,406 | $9.4M |
| SRH Advisors, LLC | 2.81% | Add +0.0% | 387,800 | $9.2M |
| Johnson Investment Counsel Inc. | 0.08% | Add +20.6% | 387,281 | $9.2M |
| Fiduciary Trust Co | 0.11% | Add +1.4% | 385,570 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -25.5% | 369,435 | $8.8M |
| Wrenne Financial Planning LLC | 4.06% | Add +43.6% | 364,072 | $8.7M |
| Rockbridge Investment Management, LCC | 0.92% | Reduce -0.6% | 359,342 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +123.7% | 354,112 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 352,527 | $8.4M |
| Cresset Asset Management, LLC | 0.04% | Reduce -15.6% | 347,502 | $8.3M |
| Embree Financial Group | 1.24% | Reduce -1.4% | 345,529 | $8.2M |
| Northern Trust Corp. | 0.00% | Add +35.7% | 344,343 | $8.2M |
| Brookstone Capital Management | 0.11% | Reduce -0.2% | 342,337 | $8.2M |
| Brightwater Advisory LLC | 5.86% | Add +35.7% | 342,201 | $8.2M |
| Fagan Associates, Inc. | 1.26% | Add +2.7% | 341,799 | $8.1M |
| FFT Wealth Management LLC | 1.56% | Reduce -4.8% | 325,395 | $7.9M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -2.1% | 332,891 | $7.9M |
| Disciplined Investors, L.L.C. | 6.16% | Reduce -0.3% | 331,818 | $7.9M |
| Valley Forge Investment Consultants Inc. Adv | 2.53% | Add +2.2% | 331,709 | $7.9M |
| Mitchell Sinkler & Starr | 3.74% | Reduce -5.6% | 327,595 | $7.8M |
| Joseph P. Lucia & Associates, LLC | 3.19% | Reduce -5.3% | 327,350 | $7.8M |
| Orcam Financial Group | 6.77% | Add +0.3% | 326,901 | $7.8M |
| Curbstone Financial Management Corp | 1.59% | Reduce -1.0% | 325,634 | $7.8M |
| Sharkey, Howes & Javer | 1.03% | Reduce -11.3% | 323,899 | $7.7M |
| RHS Financial, LLC | 4.36% | Reduce -11.0% | 321,737 | $7.7M |
| Main Street Financial Solutions, LLC | 0.55% | Reduce -7.3% | 320,591 | $7.6M |
| Walter & Keenan Wealth Management LLC /in/ | 2.20% | Add +0.0% | 317,485 | $7.6M |
| NBZ Investment Advisors LLC | 4.28% | Reduce -0.6% | 313,715 | $7.5M |
| CVA Family Office, LLC | 1.02% | Add +3.0% | 303,855 | $7.2M |
| Sheets Smith Wealth Management | 0.84% | Reduce -1.3% | 302,190 | $7.2M |
| JFS Wealth Advisors, LLC | 0.45% | Reduce -6.6% | 298,171 | $7.1M |
| Creekside Partners | 3.37% | Add +11.6% | 298,086 | $7.1M |
| Blair William & Co. | 0.02% | Reduce -0.8% | 297,226 | $7.1M |
| Ahl Investment Management, Inc. | 4.65% | Reduce -0.7% | 292,296 | $7.0M |
| Valmark Advisers, Inc. | 0.10% | Add +0.7% | 290,911 | $6.9M |
| Modern Wealth Management, LLC | 0.17% | Add +14.8% | 290,609 | $6.9M |
| Mutual Advisors, LLC | 0.17% | Add +17.6% | 274,627 | $6.8M |
| Equita Financial Network, Inc. | 2.56% | Reduce -2.6% | 269,712 | $6.4M |
| Arcadia Investment Advisors LLC | 3.33% | Reduce -2.8% | 269,372 | $6.4M |
| Destination Wealth Management | 0.19% | Reduce -1.6% | 268,527 | $6.4M |
| Wilson & Boucher Capital Management, LLC | 4.38% | Add +1.8% | 263,443 | $6.3M |
| Farther Finance Advisors, LLC | 0.13% | Add +31.9% | 263,041 | $6.3M |
| Cardiff Park Advisors, LLC | 0.54% | Add +1.5% | 261,293 | $6.2M |
| Mairs & Power Inc. | 0.06% | No change | 261,246 | $6.2M |
| Graver Capital Management, LLC | 5.48% | Add +3.0% | 260,009 | $6.2M |
| Ellevest, Inc. | 0.98% | Reduce -24.6% | 257,871 | $6.1M |
| Ballast Advisors LLC | 1.81% | Reduce -2.5% | 257,275 | $6.1M |
| Islay Capital Management, LLC | 3.98% | Reduce -15.0% | 257,185 | $6.1M |
| Parallel Advisors, LLC | 0.12% | Add +2.0% | 250,368 | $6.0M |
| Strategic Family Wealth Counselors, L.L.C. | 1.70% | Reduce -0.2% | 250,238 | $6.0M |
| Midwestern Financial, LLC | 5.59% | — | 249,976 | $6.0M |
| ProVise Management Group, LLC | 0.46% | Reduce -0.8% | 246,506 | $5.9M |
| Firestone Capital Management | 1.38% | Reduce -1.6% | 246,343 | $5.9M |
| Red Door Wealth Management, LLC | 0.70% | Reduce -1.0% | 244,884 | $5.8M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 243,897 | $5.8M |
| Seaside Wealth Management, Inc. | 1.84% | Add +8.0% | 243,239 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +4.8% | 241,861 | $5.8M |
| SeaCrest Wealth Management, LLC | 0.62% | Add +1.0% | 241,166 | $5.7M |
| Summit Wealth & Retirement Planning, Inc. | 1.54% | Reduce -0.3% | 239,977 | $5.7M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -8.7% | 238,297 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -10.8% | 232,974 | $5.6M |
| KCM Investment Advisors LLC | 0.19% | Add +0.0% | 232,912 | $5.6M |
| Asset Allocation & Management Company, LLC | 2.57% | Add +35.7% | 230,624 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +17.9% | 229,974 | $5.5M |
| Altfest L J & Co. Inc. | 0.64% | Reduce -5.5% | 228,517 | $5.4M |
| One Charles Private Wealth Services, LLC | 1.53% | New | 228,227 | $5.4M |
| Hartmann Taylor Wealth Management, LLC | 4.53% | Add +0.2% | 228,179 | $5.4M |
| Seed Wealth Management, Inc. | 4.02% | Reduce -0.2% | 226,583 | $5.4M |
| Brighton Jones LLC | 0.15% | Add +1.3% | 225,514 | $5.4M |
| Savvy Advisors, Inc. | 0.36% | Add +910.2% | 225,410 | $5.4M |
| Stratos Investment Management, LLC | 0.24% | Add +17.8% | 222,562 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -20.9% | 221,297 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +9.2% | 216,044 | $5.1M |
| Diversified Portfolios, Inc. | 0.49% | Add +0.2% | 214,502 | $5.1M |
| Summit Trail Advisors, LLC | 0.09% | New | 212,593 | $5.1M |
| Strategic Financial Concepts, LLC | 0.71% | Reduce -6.2% | 212,462 | $5.1M |
| Bawa N Mallick Trust | 2.09% | No change | 212,190 | $5.1M |
| Alpha Omega Wealth Management LLC | 0.90% | Reduce -1.9% | 210,918 | $5.0M |
| Successful Portfolios LLC | 3.09% | Reduce -3.2% | 210,724 | $5.0M |
| Cordant, Inc. | 2.42% | Add +16.7% | 210,552 | $5.0M |
| Debussy Capital Management LP | 0.74% | Reduce -1.8% | 206,880 | $4.9M |
| Tudor Investment Corporation | 0.04% | Add +107.2% | 204,793 | $4.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +9.8% | 204,510 | $4.9M |
| Farnam Financial LLC | 4.37% | Reduce -6.9% | 204,160 | $4.9M |
| Maridea Wealth Management LLC | 1.26% | New | 203,532 | $4.9M |
| Wbi Investments, LLC | 1.26% | New | 203,177 | $4.8M |
| Blueprint Financial Advisors LLC | 1.55% | Reduce -2.4% | 203,143 | $4.8M |
| Chesapeake Wealth Management | 1.61% | Reduce -2.6% | 202,687 | $4.8M |
| Ritholtz Wealth Management | 0.11% | Add +189.2% | 202,095 | $4.8M |
| Pullen Investment Management, LLC | 2.89% | Reduce -12.4% | 201,520 | $4.8M |
| NYL Investors LLC | 1.37% | Add +3.9% | 199,907 | $4.8M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -0.2% | 199,846 | $4.8M |
| Whitener Capital Management, Inc. | 1.26% | Reduce -5.2% | 199,316 | $4.7M |
| Benchmark Wealth Management, LLC | 2.09% | Reduce -0.0% | 197,131 | $4.7M |
| Berkshire Asset Management LLC | 0.21% | Add +0.2% | 197,128 | $4.7M |
| Venture Visionary Partners LLC | 0.18% | Add +0.0% | 196,905 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.8% | 196,074 | $4.7M |
| Avant Capital LLC | 3.58% | Reduce -0.5% | 193,619 | $4.6M |
| Compass Ion Advisors, LLC | 0.50% | Reduce -1.8% | 193,042 | $4.6M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -0.0% | 191,382 | $4.6M |
| Cambridge Financial Group, LLC | 1.70% | Add +43.8% | 189,882 | $4.5M |
| Joule Financial, LLC | 1.47% | Add +338.9% | 189,787 | $4.5M |
| OneAscent Financial Services LLC | 0.32% | Reduce -49.5% | 189,034 | $4.5M |
| MBA Advisors LLC | 2.06% | Add +3.8% | 186,982 | $4.5M |
| Blueprint Investment Partners LLC | 0.78% | Reduce -39.5% | 185,274 | $4.4M |
| Granite Investment Partners, LLC | 0.21% | Reduce -1.2% | 184,918 | $4.4M |
| Clear Point Advisors Inc. | 3.71% | Reduce -1.5% | 184,848 | $4.4M |
| Cozad Asset Management Inc. | 0.38% | No change | 184,089 | $4.4M |
| Citadel Advisors | 0.00% | New | 180,954 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.6% | 179,560 | $4.3M |
| Kiley Juergens Wealth Management, LLC | 0.98% | Add +2.6% | 178,847 | $4.3M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -18.3% | 176,328 | $4.2M |
| Arax Advisory Partners | 0.19% | Reduce -4.5% | 172,070 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +458.8% | 174,602 | $4.2M |
| Highland Capital Management, LLC | 0.22% | Reduce -0.1% | 172,649 | $4.1M |
| Long Island Wealth Management, Inc. | 2.11% | Reduce -69.5% | 170,163 | $4.1M |
| Novare Capital Management LLC | 0.33% | Reduce -2.4% | 169,197 | $4.0M |
| Advus Financial Partners, LLC | 1.03% | Reduce -36.2% | 168,934 | $4.0M |
| Planning Alternatives Ltd. | 0.56% | Add +13.0% | 167,388 | $4.0M |
| CRA Financial Services, LLC | 0.60% | Add +2.4% | 165,976 | $4.0M |
| Merit Financial Group, LLC | 0.04% | Add +52.1% | 165,921 | $4.0M |
| Aspiring Ventures, LLC | 1.83% | Add +2.7% | 165,124 | $3.9M |
| Silver Oak Advisory Group, Inc. | 1.89% | Reduce -6.0% | 163,945 | $3.9M |
| Opus Capital Group, LLC | 0.47% | Reduce -11.8% | 163,202 | $3.9M |
| Cypress Point Wealth Management, LLC | 0.95% | Add +0.4% | 163,152 | $3.9M |
| Donaldson Capital Management, LLC | 0.14% | Add +8.5% | 162,204 | $3.9M |
| Aspire Capital Advisors LLC | 1.07% | Reduce -3.4% | 161,937 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.09% | New | 161,814 | $3.9M |
| Leo Wealth, LLC | 0.30% | New | 161,270 | $3.8M |
| James Investment Research, Inc. | 0.46% | Add +7.5% | 161,101 | $3.8M |
| Axos Invest Inc. | 2.87% | Reduce -4.0% | 159,427 | $3.8M |
| Citigroup Inc. | 0.00% | Add +4.0% | 159,270 | $3.8M |
| Avalon Advisory Group | 1.63% | Add +13.1% | 159,033 | $3.8M |
| Naples Global Advisors, LLC | 0.33% | Reduce -0.0% | 158,652 | $3.8M |
| Rosenberg Matthew Hamilton | 0.87% | Reduce -19.9% | 157,823 | $3.8M |
| Signaturefd, LLC | 0.06% | Reduce -0.0% | 155,541 | $3.7M |
| Tortoise Investment Management, LLC | 0.35% | Add +1.3% | 154,301 | $3.7M |
| WealthCollab, LLC | 2.04% | Reduce -2.0% | 152,194 | $3.6M |
| Milestones Private Investment Advisors LLC | 2.68% | — | 151,864 | $3.6M |
| Krilogy Financial LLC | 0.20% | Reduce -0.7% | 149,836 | $3.6M |
| Game Plan Financial Advisors, LLC | 1.55% | Add +1.4% | 148,897 | $3.5M |
| Archer Investment Management, LLC | 2.57% | Reduce -15.7% | 148,566 | $3.5M |
| Brio Consultants, LLC | 0.52% | Add +87.9% | 148,220 | $3.5M |
| Independent Solutions Wealth Management, LLC | 0.69% | Add +4.0% | 147,594 | $3.5M |
| L. Roy Papp & Associates, LLP | 0.41% | Add +0.3% | 146,061 | $3.5M |
| ELCO Management Co., LLC | 1.82% | Add +20.7% | 145,356 | $3.5M |
| Sigma Investment Counselors Inc. | 0.19% | Add +85.5% | 144,757 | $3.4M |
| Spreng Capital Management, Inc. | 1.46% | Reduce -6.3% | 144,360 | $3.4M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -2.9% | 144,156 | $3.4M |
| Atlas Capital Advisors Inc. | 0.42% | Reduce -13.7% | 143,426 | $3.4M |
| Pineridge Advisors LLC | 1.21% | Reduce -0.1% | 140,291 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +25.9% | 138,146 | $3.3M |
| Wealth Group Ltd | 0.84% | Reduce -6.9% | 137,791 | $3.3M |
| Cambridge Advisors Inc. | 0.68% | Reduce -1.1% | 137,043 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -52.1% | 136,891 | $3.3M |
| RTD Financial Advisors, Inc. | 0.41% | Reduce -0.7% | 135,799 | $3.2M |
| Asset Dedication, LLC | 0.23% | Add +3.5% | 135,596 | $3.2M |
| RVW Wealth, LLC | 0.27% | Reduce -0.4% | 135,216 | $3.2M |
| Lokken Investment Group LLC | 1.22% | Add +0.0% | 132,600 | $3.2M |
| Financial Designs Corp | 1.92% | Reduce -0.1% | 131,676 | $3.1M |
| Intrua Financial, LLC | 0.45% | Reduce -15.3% | 131,441 | $3.1M |
| SageView Advisory Group, LLC | 0.12% | Reduce -8.2% | 127,374 | $3.1M |
| Sachetta, LLC | 1.22% | Reduce -0.5% | 129,897 | $3.1M |
| Global Retirement Partners, LLC | 0.08% | — | 129,657 | $3.1M |
| BCS Wealth Management | 0.66% | Reduce -0.3% | 129,450 | $3.1M |
| Choreo, LLC | 0.04% | Add +87.6% | 128,972 | $3.1M |
| CHB Investment Group, LLC | 1.57% | Reduce -0.1% | 128,938 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.4% | 128,548 | $3.1M |
| Carret Asset Management, LLC | 0.33% | Reduce -1.8% | 127,912 | $3.0M |
| C M Bidwell & Associates Ltd. | 1.58% | Reduce -0.7% | 127,404 | $3.0M |
| Smith, Moore & Co. | 0.25% | Add +10.6% | 126,397 | $3.0M |
| SOL Capital Management CO | 0.29% | Add +26.1% | 126,364 | $3.0M |
| West Paces Advisors Inc. | 0.64% | Add +18.5% | 126,108 | $3.0M |
| Wilkins Miller Wealth Management, LLC | 2.01% | Add +6.8% | 123,814 | $3.0M |
| FAS Wealth Partners, Inc. | 0.21% | Add +2.8% | 121,874 | $2.9M |
| Ironwood Wealth Management, LLC. | 1.06% | Reduce -26.5% | 121,606 | $2.9M |
| Cherry Tree Wealth Management, LLC | 0.67% | Add +0.7% | 121,559 | $2.9M |
| Rialto Wealth Management, LLC | 0.81% | Reduce -1.6% | 121,377 | $2.9M |
| Thrive Wealth Management, LLC | 0.47% | Add +17.4% | 121,310 | $2.9M |
| Ieq Capital, LLC | 0.02% | Add +6.6% | 120,819 | $2.9M |
| Topsail Wealth Management, LLC | 0.52% | Reduce -19.1% | 120,390 | $2.9M |
| ZWJ Investment Counsel Inc. | 0.11% | Reduce -3.7% | 120,033 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -0.9% | 120,000 | $2.9M |
| SouthState Bank Corp | 0.12% | Add +0.0% | 119,878 | $2.9M |
| Csenge Advisory Group | 0.15% | Reduce -10.7% | 124,011 | $2.8M |
| Planned Solutions, Inc. | 1.08% | Reduce -0.7% | 117,996 | $2.8M |
| DHJJ Financial Advisors, Ltd. | 1.01% | Reduce -5.6% | 117,961 | $2.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -13.9% | 117,919 | $2.8M |
| Elevation Wealth Partners, LLC | 1.11% | Reduce -0.1% | 117,805 | $2.8M |
| Financial Consulate, Inc. | 0.55% | Reduce -3.7% | 117,334 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.1% | 117,081 | $2.8M |
| Triangle Securities Wealth Management | 0.68% | Add +13.5% | 116,743 | $2.8M |
| Mayfair Advisory Group, LLC | 1.31% | Add +5.8% | 113,354 | $2.8M |
| Cathy Pareto & Associates, Inc. | 2.29% | Add +8.7% | 116,354 | $2.8M |
| Skyline Advisors, Inc. | 1.02% | Add +15.4% | 116,006 | $2.8M |
| Chapman Financial Group, LLC | 2.35% | — | 115,995 | $2.8M |
| US Bancorp \de | 0.00% | Add +68.0% | 115,304 | $2.7M |
| Lincoln Capital Corp. | 1.04% | Add +0.3% | 113,969 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | Add +18.6% | 113,653 | $2.7M |
| Adams Wealth Management | 0.52% | Add +26.5% | 113,506 | $2.7M |
| CacheTech Inc. | 0.50% | Add +26.5% | 113,506 | $2.7M |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Add +2295.8% | 64,764,324 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.3% | 109,403 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +2.2% | 109,389 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | — | 109,244 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -1.6% | 109,172 | $2.6M |
| Boltwood Capital Management | 0.74% | Add +2.5% | 108,965 | $2.6M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.1% | 108,739 | $2.6M |
| Elser Financial Planning, Inc | 3.22% | Add +3.5% | 108,325 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.2% | 107,772 | $2.6M |
| Cross Staff Investments Inc | 1.90% | Add +1.0% | 107,519 | $2.6M |
| Bank of Montreal | 0.00% | Add +13.7% | 107,050 | $2.6M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -0.1% | 104,411 | $2.5M |
| Penney Financial, LLC | 1.26% | Add +257.6% | 104,248 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.84% | Reduce -0.5% | 104,159 | $2.5M |
| Gleason Group, Inc. | 0.27% | Add +0.9% | 104,041 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.45% | Add +0.0% | 103,424 | $2.5M |
| Mason & Associates, LLC | 0.62% | Reduce -1.7% | 103,162 | $2.5M |
| Values Added Financial LLC | 1.18% | Reduce -1.1% | 102,005 | $2.4M |
| Red Tortoise LLC | 1.19% | Add +0.1% | 101,871 | $2.4M |
| Mather Group, Llc. | 0.03% | Reduce -2.2% | 100,816 | $2.4M |
| Foster Group, Inc. | 0.08% | Add +4.5% | 100,640 | $2.4M |
| Almanack Investment Partners, LLC. | 0.38% | Reduce -70.9% | 100,593 | $2.4M |
| Segment Wealth Management, LLC | 0.15% | Reduce -0.1% | 100,537 | $2.4M |
| Angeles Wealth Management, LLC | 0.16% | Add +1895.4% | 100,227 | $2.4M |
| LexAurum Advisors, LLC | 0.38% | Add +76.5% | 100,040 | $2.4M |
| waypoint wealth counsel | 1.18% | Reduce -0.6% | 100,030 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +15.7% | 99,655 | $2.4M |
| YHB Investment Advisors, Inc. | 0.18% | Add +2.3% | 99,482 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Reduce -20.5% | 98,968 | $2.4M |
| Great Waters Wealth Management | 0.31% | Reduce -3.5% | 98,650 | $2.4M |
| Souders Financial Advisors | 0.30% | Reduce -18.1% | 98,485 | $2.3M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.4% | 98,211 | $2.3M |
| Financial Management Professionals, Inc. | 0.26% | Reduce -5.4% | 97,836 | $2.3M |
| Essex LLC | 0.45% | Reduce -1.1% | 96,986 | $2.3M |
| Ami Investment Management Inc. | 0.60% | Reduce -3.8% | 96,876 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -11.6% | 96,875 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.15% | No change | 96,777 | $2.3M |
| Keybank National Association | 0.01% | Add +63.6% | 96,393 | $2.3M |
| Redhawk Wealth Advisors, Inc. | 0.29% | Reduce -16.0% | 95,774 | $2.3M |
| Prestige Wealth Management Group LLC | 0.46% | Reduce -9.4% | 95,388 | $2.3M |
| Integrity Alliance, Llc. | 0.12% | Add +386.9% | 95,326 | $2.3M |
| Asset Management Group, Inc. | 0.40% | Add +0.3% | 95,153 | $2.3M |
| Holderness Investments Co. | 0.49% | Add +2.5% | 94,995 | $2.3M |
| Optima Capital LLC | 1.20% | Add +4.3% | 93,892 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.86% | Reduce -7.0% | 93,776 | $2.2M |
| Howe & Rusling Inc. | 0.16% | Add +4.8% | 91,866 | $2.2M |
| Advisory Alpha, LLC | 0.07% | Reduce -5.0% | 91,443 | $2.2M |
| Weik Capital Management | 0.86% | Reduce -0.2% | 91,155 | $2.2M |
| Midwest Capital Advisors, LLC | 1.14% | Reduce -1.0% | 91,059 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +74.3% | 90,329 | $2.2M |
| CX Institutional | 0.07% | Reduce -50.3% | 89,795 | $2.1M |
| Geometric Wealth Advisors | 0.32% | Add +0.4% | 89,666 | $2.1M |
| Elm Partners Management LLC | 0.12% | Reduce -0.1% | 89,525 | $2.1M |
| Barden Capital Management, Inc. | 1.85% | Add +4.6% | 88,773 | $2.1M |
| Texas Yale Capital Corp. | 0.07% | No change | 88,351 | $2.1M |
| McCarthy Asset Management, Inc. | 1.43% | Reduce -10.6% | 88,061 | $2.1M |
| Ancora Advisors LLC | 0.04% | Add +0.7% | 87,975 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Add +69.9% | 85,655 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.92% | Reduce -1.2% | 87,563 | $2.1M |
| Abacus Planning Group, Inc. | 0.31% | Add +118.8% | 87,406 | $2.1M |
| &partners | 0.02% | Reduce -1.4% | 86,045 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.28% | Add +0.9% | 87,307 | $2.1M |
| Operose Advisors LLC | 0.58% | Add +1.6% | 86,841 | $2.1M |
| Traphagen Investment Advisors LLC | 0.20% | Reduce -1.0% | 86,528 | $2.1M |
| Hendershot Investments Inc. | 0.27% | Add +2.0% | 85,750 | $2.0M |
| ARK & TLK Investments, LLC | 0.65% | Reduce -0.2% | 85,569 | $2.0M |
| Van Cleef Asset Management,Inc | 0.22% | Reduce -5.9% | 84,793 | $2.0M |
| NWF Advisory Services Inc. | 0.24% | No change | 84,711 | $2.0M |
| One Capital Management, LLC | 0.07% | Reduce -49.4% | 84,381 | $2.0M |
| Kera Capital Partners, Inc. | 0.39% | Add +1.2% | 83,703 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.8% | 83,335 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -7.9% | 82,667 | $2.0M |
| Capital Advisors Inc. | 0.04% | Reduce -1.1% | 82,294 | $2.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.44% | No change | 81,939 | $2.0M |
| D'Orazio & Associates, Inc. | 0.28% | Add +63.4% | 81,745 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +118.5% | 81,358 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.4% | 81,215 | $1.9M |
| Luminvest Wealth Management LLC | 0.69% | New | 80,995 | $1.9M |
| HUB Investment Partners, LLC | 0.07% | Add +2.4% | 79,752 | $1.9M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -0.4% | 78,823 | $1.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.81% | Add +4.7% | 78,528 | $1.9M |
| Gradient Capital Advisors, LLC | 0.55% | Add +1.3% | 78,425 | $1.9M |
| Aspiriant, LLC | 0.06% | No change | 77,840 | $1.9M |
| Tactive Advisors, LLC | 0.60% | — | 77,555 | $1.8M |
| Modus Advisors, LLC | 0.55% | Reduce -0.1% | 77,537 | $1.8M |
| Exchange Bank | 1.46% | Reduce -0.6% | 77,350 | $1.8M |
| Quadrant Capital Group LLC | 0.07% | Reduce -41.4% | 77,257 | $1.8M |
| J Hagan Capital, Inc. | 1.24% | Reduce -37.8% | 75,871 | $1.8M |
| WFA of San Diego, LLC | 1.35% | — | 76,943 | $1.8M |
| Renaissance Technologies | 0.00% | New | 76,900 | $1.8M |
| Glenmede Investment Management, LP | 0.01% | — | 76,804 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +174.6% | 76,384 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Add +0.8% | 76,072 | $1.8M |
| Curi Capital, LLC | 0.03% | Add +29.2% | 75,856 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +0.4% | 75,530 | $1.8M |
| Selective Wealth Management, Inc. | 0.65% | Reduce -0.0% | 73,712 | $1.8M |
| Noble Family Wealth, LLC | 0.43% | Add +244.9% | 74,307 | $1.8M |
| Ridgewood Investments LLC | 0.76% | Add +52.1% | 74,081 | $1.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.71% | Add +0.8% | 74,079 | $1.8M |
| Waypoint Wealth Partners Inc. | 0.43% | No change | 73,938 | $1.8M |
| Peachtree Investment Partners, LLC | 0.66% | Add +5.0% | 72,970 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +19.9% | 72,795 | $1.7M |
| Sawgrass Asset Management LLC | 0.20% | Reduce -34.5% | 72,535 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -7.0% | 72,115 | $1.7M |
| Creegan & Nassoura Financial Group, LLC | 1.11% | Add +24.8% | 71,670 | $1.7M |
| Newman Dignan & Sheerar, Inc. | 0.39% | Add +0.2% | 71,248 | $1.7M |
| Tolleson Wealth Management, Inc. | 0.29% | Reduce -9.3% | 70,940 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -1.3% | 70,606 | $1.7M |
| Fiduciary Group, LLC | 0.16% | Reduce -1.0% | 69,686 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +20.0% | 69,581 | $1.7M |
| Eley Financial Management, Inc | 0.64% | Add +25.7% | 69,503 | $1.7M |
| North Forty Two & Co. | 1.75% | Add +0.0% | 69,277 | $1.7M |
| BSW Wealth Partners | 0.22% | Reduce -10.7% | 68,825 | $1.6M |
| CGN Advisors LLC | 0.15% | Reduce -19.0% | 68,774 | $1.6M |
| Main Street Group, LTD | 0.59% | Reduce -0.8% | 68,768 | $1.6M |
| Belpointe Asset Management LLC | 0.07% | Add +14.5% | 68,661 | $1.6M |
| Blossom Wealth Management | 2.87% | Add +2.2% | 68,052 | $1.6M |
| FSM Wealth Advisors, LLC | 0.26% | Add +3.7% | 66,618 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -19.4% | 66,949 | $1.6M |
| S.A. Mason LLC | 0.77% | Add +0.0% | 66,700 | $1.6M |
| Westbourne Investments, Inc. | 0.84% | Reduce -0.2% | 66,164 | $1.6M |
| Cahaba Wealth Management, Inc. | 0.12% | New | 66,019 | $1.6M |
| RKL Wealth Management LLC | 0.14% | Reduce -54.9% | 65,563 | $1.6M |
| Callahan Advisors, LLC | 0.14% | Add +5.5% | 65,203 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Add +0.1% | 65,158 | $1.6M |
| SVB Wealth LLC | 0.08% | New | 64,890 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.5% | 64,017 | $1.5M |
| Missouri Trust & Investment Co | 0.50% | Reduce -0.8% | 64,010 | $1.5M |
| Earned Wealth Advisors, LLC | 0.30% | Reduce -0.0% | 63,931 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +6.8% | 63,686 | $1.5M |
| B&D White Capital Company, LLC | 0.23% | Add +0.1% | 63,669 | $1.5M |
| Larson Financial Group LLC | 0.06% | Add +8.1% | 63,414 | $1.5M |
| Bailard, Inc. | 0.04% | Add +0.5% | 63,388 | $1.5M |
| Everstar Asset Management, LLC | 0.92% | Reduce -2.5% | 63,019 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -10.1% | 62,479 | $1.5M |
| Disciplined Investments, LLC | 0.62% | No change | 61,871 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +7.0% | 61,804 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.8% | 60,029 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.4% | 61,368 | $1.5M |
| REDW Wealth LLC | 0.58% | No change | 61,309 | $1.5M |
| Fonville Wealth Management LLC | 0.37% | Reduce -0.8% | 61,136 | $1.5M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.8% | 60,713 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +1.0% | 60,584 | $1.4M |
| Bogart Wealth, LLC | 0.06% | Reduce -19.9% | 60,103 | $1.4M |
| Wealth Architects, LLC | 0.14% | Add +0.0% | 59,392 | $1.4M |
| Mgo One Seven LLC | 0.05% | Reduce -9.6% | 59,211 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.1% | 59,087 | $1.4M |
| Guardian Wealth Management, Inc. | 0.93% | Reduce -4.8% | 58,621 | $1.4M |
| Brookwood Investment Group LLC | 0.23% | Reduce -8.0% | 58,611 | $1.4M |
| Morling Financial Advisors, LLC | 0.45% | Add +16.6% | 57,815 | $1.4M |
| Signature Resources Capital Management, LLC | 0.83% | Reduce -13.6% | 57,582 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.59% | Reduce -0.7% | 57,487 | $1.4M |
| Financial Futures Ltd Liability Co. | 0.73% | Add +48.3% | 57,344 | $1.4M |
| Riverchase Wealth Management, LLC | 0.87% | No change | 57,249 | $1.4M |
| Freedom Financial Partners LLC | 0.57% | Reduce -4.4% | 56,553 | $1.3M |
| VERITY Wealth Advisors | 0.90% | No change | 56,088 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +4.1% | 55,614 | $1.3M |
| PDS Planning, Inc | 0.10% | Reduce -0.3% | 55,590 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.5% | 55,445 | $1.3M |
| CW Advisors, LLC | 0.01% | Add +146.4% | 55,364 | $1.3M |
| Ullmann Wealth Partners Group, LLC | 0.15% | No change | 55,028 | $1.3M |
| Independent Advisor Alliance | 0.04% | Reduce -12.1% | 54,759 | $1.3M |
| Trust Co. of Vermont | 0.06% | No change | 54,678 | $1.3M |
| Pasadena Private Wealth, LLC | 0.22% | Reduce -11.8% | 54,586 | $1.3M |
| RMG Wealth Management LLC | 0.20% | — | 53,379 | $1.3M |
| Attessa Capital LLC | 0.81% | Reduce -5.2% | 53,230 | $1.3M |
| Clark Asset Management, LLC | 0.17% | Reduce -7.1% | 53,194 | $1.3M |
| Physician Wealth Solutions Inc. | 0.58% | No change | 52,473 | $1.3M |
| BNC Wealth Management, LLC | 0.37% | Reduce -3.0% | 52,392 | $1.2M |
| World Investment Advisors | 0.03% | Add +1.5% | 51,789 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.60% | Reduce -74.3% | 51,775 | $1.2M |
| Seascape Capital Management | 0.39% | Reduce -20.8% | 51,619 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +31.3% | 51,502 | $1.2M |
| Grant Street Asset Management, Inc. | 0.28% | Add +0.0% | 51,473 | $1.2M |
| Evermay Wealth Management LLC | 0.15% | Reduce -5.0% | 51,240 | $1.2M |
| Apex Wealth Management, LLC | 0.98% | Add +191.7% | 51,093 | $1.2M |
| Belvedere Trading LLC | 0.10% | New | 50,954 | $1.2M |
| Envision Financial LLC | 0.81% | Add +6.9% | 50,751 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.44% | Reduce -21.9% | 50,194 | $1.2M |
| Keebeck Wealth Management | 0.16% | Reduce -2.3% | 49,962 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.1% | 49,784 | $1.2M |
| FineMark National Bank & Trust | 0.04% | No change | 49,752 | $1.2M |
| Penobscot Investment Management Company, Inc. | 0.10% | Reduce -3.8% | 49,560 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.25% | Reduce -4.8% | 49,139 | $1.2M |
| Lionshead Wealth Management, LLC | 1.07% | Add +1.6% | 48,786 | $1.2M |
| Smith Salley Wealth Management | 0.07% | Add +2.4% | 48,728 | $1.2M |
| Hurley Capital, LLC | 0.81% | Add +0.5% | 48,458 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.73% | Add +12.7% | 48,082 | $1.1M |
| SpringVest Wealth Management LLC | 0.92% | Add +30.8% | 47,552 | $1.1M |
| Smith & Howard Wealth Management, LLC | 0.29% | Reduce -0.4% | 47,411 | $1.1M |
| Foresight Capital Management Advisors, Inc. | 0.66% | Add +0.3% | 47,318 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.28% | Reduce -1.1% | 47,311 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +24.1% | 47,150 | $1.1M |
| Midwest Financial Group LLC | 0.58% | Add +0.3% | 46,633 | $1.1M |
| Tompkins Financial Corp. | 0.10% | No change | 45,722 | $1.1M |
| Plancorp, LLC | 0.04% | Add +2.7% | 45,403 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +0.4% | 44,875 | $1.1M |
| L.K. Benson & Company, P.C. | 0.65% | Add +0.4% | 44,715 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 44,622 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.24% | No change | 44,173 | $1.1M |
| Chilton Capital Management LLC | 0.04% | Add +1.2% | 43,821 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.23% | Add +28.3% | 43,614 | $1.0M |
| Colorado Capital Management, Inc. | 0.44% | No change | 43,053 | $1.0M |
| Twelve Points Wealth Management LLC | 0.27% | No change | 42,718 | $1.0M |
| Mengis Capital Management, Inc. | 0.21% | Add +0.1% | 42,211 | $1.0M |
| Burkett Financial Services, LLC | 0.36% | Reduce -2.2% | 42,147 | $1.0M |
| FF Advisors,LLC | 0.52% | Add +0.4% | 42,079 | $1.0M |
| Diligent Investors, LLC | 0.24% | Reduce -11.6% | 41,917 | $999K |
| Fulcrum Equity Management | 1.02% | Add +19.4% | 41,805 | $996K |
| Soltis Investment Advisors LLC | 0.08% | Add +15.1% | 41,727 | $994K |
| Park Avenue Securities LLC | 0.01% | Add +10.7% | 41,713 | $994K |
| Barrett & Company, Inc. | 0.37% | Add +0.1% | 41,542 | $990K |
| Oarsman Capital, Inc. | 0.15% | Add +9.6% | 41,174 | $981K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -6.1% | 39,311 | $974K |
| BlueStem Wealth Partners, LLC | 0.12% | Reduce -7.8% | 40,782 | $972K |
| Greenleaf Trust | 0.01% | No change | 40,578 | $967K |
| Capital Advisors, Ltd. LLC | 0.12% | Add +7.3% | 40,372 | $962K |
| Summit Place Financial Advisors, LLC | 0.48% | Add +1.5% | 40,364 | $962K |
| Tandem Investment Partners LLC | 0.84% | Reduce -1.3% | 40,194 | $958K |
| Waterloo Capital, L.P. | 0.08% | Reduce -2.4% | 40,002 | $953K |
| Wealthstream Advisors, Inc. | 0.16% | Add +12.6% | 39,863 | $950K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -3.4% | 39,842 | $949K |
| Waycross Investment Management Co | 0.99% | No change | 39,774 | $948K |
| Indie Asset Partners, LLC | 1.72% | Reduce -4.7% | 39,773 | $948K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 39,201 | $934K |
| CAP Partners, LLC | 0.59% | Reduce -0.3% | 39,054 | $931K |
| Farrow Financial, Inc. | 0.56% | Add +10.5% | 38,792 | $924K |
| Northern Capital Management, Inc. | 0.54% | Add +2.1% | 38,475 | $917K |
| Premier Path Wealth Partners, LLC | 0.13% | Add +0.0% | 38,422 | $916K |
| Country Trust Bank | 0.02% | No change | 38,250 | $911K |
| Cahill Financial Advisors Inc. | 0.11% | Add +0.2% | 37,938 | $904K |
| Bridgewater Advisors Inc. | 0.07% | Add +0.2% | 36,792 | $902K |
| Legacy Wealth Management, LLC | 0.06% | Add +2.3% | 37,787 | $900K |
| Pinkerton Wealth, LLC | 0.11% | Reduce -91.4% | 37,768 | $900K |
| Dock Street Asset Management Inc. | 0.08% | Reduce -4.1% | 37,019 | $882K |
| Martin Worley Group | 0.43% | Reduce -9.5% | 36,912 | $880K |
| BLB&B Advisors, LLC | 0.04% | Reduce -4.3% | 36,908 | $880K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 36,852 | $878K |
| Evanson Asset Management, LLC | 0.05% | Add +4.3% | 36,843 | $878K |
| Burton Enright Welch | 0.15% | Reduce -1.9% | 36,563 | $871K |
| Phocas Financial Corp. | 0.12% | No change | 36,417 | $868K |
| High Probability Advisors, LLC | 0.13% | Add +9.9% | 36,325 | $866K |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -6.1% | 36,225 | $863K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -6.1% | 36,225 | $863K |
| EWG Elevate Inc. | 0.26% | Reduce -0.8% | 35,790 | $853K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 35,743 | $852K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +0.1% | 35,738 | $852K |
| Diversified Trust Co. | 0.02% | Reduce -0.1% | 35,522 | $847K |
| Marquette Associates, Inc. | 0.82% | No change | 35,182 | $838K |
| Ironwood Financial, llc | 0.18% | No change | 38,821 | $836K |
| One Day In July LLC | 0.08% | Reduce -0.9% | 34,917 | $832K |
| Hudock, Inc. | 0.13% | Reduce -0.6% | 34,636 | $825K |
| Crewe Advisors LLC | 0.12% | Add +33.7% | 34,599 | $825K |
| Monograph Wealth Advisors, LLC | 0.10% | Add +0.1% | 34,485 | $822K |
| Consilium Wealth Advisory, LLC | 0.35% | No change | 34,470 | $821K |
| Mason & Associates Inc | 0.19% | Add +0.0% | 34,106 | $813K |
| OneAscent Wealth Management LLC | 0.30% | Add +117.2% | 34,079 | $812K |
| DecisionMap Wealth Management, LLC | 0.56% | Reduce -0.3% | 34,040 | $811K |
| Costello Asset Management, INC | 0.30% | Reduce -0.5% | 33,988 | $810K |
| Geneos Wealth Management Inc. | 0.02% | Add +155.8% | 33,800 | $805K |
| LaSalle St. Investment Advisors, LLC | 0.22% | No change | 33,687 | $802K |
| One Wealth Management Investment & Advisory Services, LLC | 1.03% | Add +28.6% | 33,589 | $800K |
| DecisionPoint Financial, LLC | 0.20% | No change | 33,423 | $796K |
| Northwest Capital Management Inc | 0.43% | Reduce -25.4% | 33,408 | $796K |
| Westmount Partners, LLC | 0.22% | Reduce -2.2% | 33,315 | $794K |
| Mission Creek Capital Partners, Inc. | 0.18% | Reduce -0.1% | 33,106 | $789K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.1% | 32,944 | $785K |
| Next Capital Management LLC | 0.29% | Add +0.3% | 32,926 | $785K |
| Freestone Capital Holdings, LLC | 0.03% | Add +5.7% | 32,348 | $771K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +98.1% | 32,000 | $763K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -0.2% | 32,000 | $763K |
| MCF Advisors LLC | 0.05% | No change | 31,857 | $759K |
| Forum Financial Management, LP | 0.01% | Add +4.5% | 31,529 | $751K |
| R. W. Roge & Company, Inc. | 0.42% | Reduce -2.7% | 31,339 | $746K |
| Smartleaf Asset Management LLC | 0.07% | Add +173.6% | 31,420 | $745K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.0% | 31,200 | $743K |
| Muirfield Wealth Advisors LLC | 0.59% | Reduce -23.7% | 31,158 | $742K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -1.7% | 31,046 | $740K |
| Aegis Wealth Management LLC | 0.44% | No change | 34,187 | $736K |
| Sunpointe, LLC | 0.29% | Reduce -2.5% | 30,826 | $735K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 30,668 | $731K |
| Smithbridge Asset Management Inc. | 0.13% | Reduce -22.6% | 30,253 | $721K |
| Horan Securities, Inc. | 0.25% | Add +9.5% | 30,207 | $720K |
| Foundation Wealth Management, LLC\PA | 0.31% | Add +116.2% | 30,144 | $718K |
| Builder Investment Group Inc. | 0.18% | Add +1.7% | 30,131 | $718K |
| Bantamac Capital, LLC | 0.26% | No change | 30,000 | $715K |
| Hills Bank & Trust Co | 0.05% | No change | 30,000 | $715K |
| Bowie Capital Management, LLC | 0.03% | Reduce -23.1% | 30,000 | $715K |
| Callan Family Office, LLC | 0.02% | No change | 30,000 | $715K |
| Sterling Group Wealth Management, LLC | 0.39% | Reduce -42.0% | 29,841 | $711K |
| Townsend Asset Management Corp. /NC/ | 0.26% | Reduce -8.6% | 29,754 | $709K |
| Denver PWM, LLC | 0.22% | Add +0.3% | 29,523 | $704K |
| Copperwynd Financial, LLC | 0.18% | New | 29,519 | $703K |
| North Star Investment Management Corp. | 0.05% | No change | 29,352 | $699K |
| Twele Capital Management, Inc. | 0.14% | Add +0.2% | 29,174 | $695K |
| Horizon Investment Services, LLC | 0.30% | Reduce -4.4% | 29,162 | $695K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +1.5% | 28,669 | $691K |
| Harrell Investment Partners, LLC | 0.17% | New | 28,936 | $690K |
| Traction Financial Partners, LLC | 0.47% | Add +5.5% | 28,904 | $689K |
| Econ Financial Services Corp | 0.35% | Reduce -8.6% | 28,685 | $684K |
| Pacific Capital Wealth Advisors, Inc. | 0.13% | Reduce -53.6% | 28,500 | $683K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -1.7% | 28,578 | $681K |
| Patton Albertson Miller Group, LLC | 0.09% | Add +1.0% | 28,434 | $678K |
| Wernau Asset Management Inc. | 0.76% | No change | 28,194 | $672K |
| Composition Wealth, LLC | 0.01% | Reduce -9.7% | 28,185 | $672K |
| GWN Securities Inc. | 0.12% | Add +45.8% | 27,980 | $667K |
| Edge Financial Advisors LLC | 0.35% | New | 27,790 | $662K |
| Rehmann Capital Advisory Group | 0.04% | No change | 27,748 | $661K |
| Capital Analysts, LLC | 0.02% | Add +6.3% | 27,673 | $659K |
| McAdam, LLC | 0.04% | Add +5.5% | 27,592 | $658K |
| Reliant Wealth Planning | 0.25% | No change | 27,189 | $648K |
| Perennial Advisors, LLC | 0.12% | Reduce -1.0% | 27,187 | $648K |
| AF Advisors, Inc. | 0.22% | Add +0.0% | 26,980 | $643K |
| Baker Tilly Wealth Management, LLC | 0.23% | Add +0.1% | 26,874 | $640K |
| Total Investment Management Inc. | 0.09% | Add +5.8% | 26,869 | $640K |
| Voisard Asset Management Group, Inc. | 0.16% | Reduce -14.5% | 26,811 | $639K |
| Abound Wealth Management | 0.18% | Add +175.8% | 26,718 | $637K |
| Annex Advisory Services, LLC | 0.02% | Reduce -13.0% | 26,305 | $627K |
| Smith Anglin Financial, LLC | 0.06% | Add +0.3% | 26,165 | $624K |
| Womack Financial LLC | 0.52% | Add +6.5% | 26,015 | $620K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +0.3% | 26,005 | $620K |
| Aletheian Wealth Advisors LLC | 0.30% | Add +0.0% | 25,860 | $616K |
| Bordeaux Wealth Advisors LLC | 0.08% | Add +0.0% | 25,763 | $614K |
| Continuum Wealth Advisors, LLC | 0.29% | Reduce -23.3% | 25,591 | $610K |
| AE Wealth Management LLC | 0.00% | Reduce -23.6% | 25,449 | $606K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 25,432 | $606K |
| GS Investments, Inc. | 0.27% | Reduce -2.4% | 25,370 | $605K |
| Goelzer Investment Management, Inc. | 0.03% | Add +12.9% | 25,314 | $603K |
| Aquire Wealth Advisors, LLC | 0.16% | No change | 25,261 | $602K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.0% | 25,236 | $601K |
| My Personal CFO, LLC | 0.27% | Add +0.1% | 25,220 | $601K |
| Acas, LLC | 0.40% | Reduce -0.3% | 24,081 | $600K |
| Shakespeare Wealth Management, LLC | 0.16% | No change | 25,089 | $598K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -22.9% | 24,924 | $594K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.3% | 24,922 | $594K |
| Franklin Resources Inc. | 0.00% | Add +85.2% | 24,880 | $593K |
| Scott & Selber, Inc. | 0.16% | Add +0.1% | 24,790 | $591K |
| OLIO Financial Planning | 0.19% | Reduce 0.0% | 24,782 | $591K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 24,730 | $589K |
| Greenline Partners, LLC | 0.08% | Reduce -88.6% | 24,697 | $589K |
| Summit Asset Management, LLC | 0.10% | Add +2.8% | 24,625 | $587K |
| Washburn Capital Management, Inc. | 0.34% | Reduce -6.2% | 24,418 | $582K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.5% | 24,415 | $582K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -43.0% | 24,343 | $580K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -6.0% | 24,263 | $578K |
| Stone Summit Wealth LLC | 0.18% | Add +102.3% | 24,177 | $576K |
| Rollins Financial Advisors, LLC | 0.09% | No change | 24,137 | $575K |
| Wealthgarden F.S. LLC | 0.48% | Add +15.1% | 23,576 | $575K |
| Integris Wealth Management, LLC | 0.15% | New | 24,107 | $574K |
| Sightline Wealth Advisors, LLC | 0.28% | Add +0.9% | 24,058 | $573K |
| Three Bridge Wealth Advisors, LLC | 0.15% | Add +117.5% | 24,052 | $573K |
| Broadleaf Partners, LLC | 0.13% | Add +0.1% | 24,045 | $573K |
| Weatherly Asset Management L. P. | 0.05% | Reduce -9.3% | 23,970 | $571K |
| Fisher Asset Management | 0.00% | Add +133.6% | 23,966 | $571K |
| Lanark Financial, Inc. | 0.05% | Add +0.3% | 23,962 | $571K |
| Foster & Motley Inc. | 0.03% | Reduce -1.1% | 23,936 | $570K |
| Tritonpoint Wealth, LLC | 0.05% | Add +0.0% | 23,870 | $569K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +7.0% | 23,837 | $568K |
| Winthrop Capital Management, LLC | 0.14% | Reduce -22.1% | 23,700 | $565K |
| IRON Financial LLC | 0.30% | Add +0.1% | 23,509 | $560K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -2.9% | 23,491 | $560K |
| Clay Northam Wealth Management, LLC | 0.36% | No change | 23,421 | $558K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.3% | 23,319 | $556K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 23,304 | $555K |
| Waterford Advisors, LLC | 0.20% | Add +505.9% | 139,009 | $547K |
| Sterling Wealth Management, Inc. | 0.19% | — | 22,939 | $547K |
| Lederer & Associates Investment Counsel | 0.36% | Add +20.7% | 22,924 | $546K |
| Blankinship & Foster, LLC | 0.13% | Add +0.0% | 22,569 | $538K |
| Custos Family Office, LLC | 0.17% | Reduce -1.9% | 22,529 | $537K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -0.9% | 22,510 | $536K |
| Faithward Advisors, LLC | 0.08% | Reduce -0.2% | 22,398 | $534K |
| Harbor Asset Planning, Inc. | 0.50% | — | 22,122 | $527K |
| Vanguard Capital Wealth Advisors | 0.52% | New | 22,006 | $524K |
| Blue Trust, Inc. | 0.01% | Add +0.2% | 21,961 | $523K |
| Clarity Wealth Advisors, LLC | 0.13% | Reduce -5.5% | 21,916 | $522K |
| SteelPeak Wealth, LLC | 0.02% | Add +2.0% | 21,842 | $521K |
| Heritage Financial Services, LLC | 0.05% | Add +2.6% | 21,765 | $519K |
| RIA Advisory Group LLC | 0.15% | Reduce -8.9% | 21,723 | $518K |
| Naviter Wealth, LLC | 0.06% | No change | 21,696 | $517K |
| Heritage Oak Wealth Advisors LLC | 0.20% | Reduce -2.5% | 21,642 | $516K |
| Argent Trust Co | 0.02% | No change | 21,636 | $516K |
| NorthRock Partners, LLC | 0.01% | Add +24.6% | 21,613 | $515K |
| Prepared Retirement Institute LLC | 0.30% | Add +0.4% | 21,515 | $513K |
| Everett Harris & Co. | 0.01% | Reduce -1.2% | 21,465 | $512K |
| Sovereign Financial Group, Inc. | 0.11% | Add +0.0% | 21,462 | $511K |
| Nwam LLC | 0.03% | Add +12.4% | 21,300 | $511K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -0.5% | 21,425 | $511K |
| Hirtle & Co., LLC | 0.02% | No change | 21,347 | $509K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.4% | 21,183 | $505K |
| Shira Ridge Wealth Management | 0.23% | No change | 21,114 | $503K |
| Keener Financial Planning LLC | 0.25% | No change | 21,006 | $500K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.0% | 20,735 | $494K |
| Armbruster Capital Management, Inc. | 0.09% | Reduce -15.9% | 20,690 | $493K |
| Citizens Financial Group Inc. | 0.01% | Reduce -48.7% | 20,595 | $491K |
| Dakota Wealth Management | 0.01% | Reduce -6.0% | 20,313 | $484K |
| Morris Financial Concepts, Inc. | 0.19% | No change | 19,830 | $473K |
| Black Diamond Financial, LLC | 0.07% | Add +0.8% | 19,705 | $470K |
| BetterWealth, LLC | 0.12% | No change | 19,695 | $469K |
| Aull & Monroe Investment Management Corp | 0.25% | Reduce -1.1% | 19,563 | $466K |
| Arkadios Wealth Advisors | 0.01% | Add +73.2% | 19,386 | $462K |
| Advisor OS, LLC | 0.05% | Reduce -0.5% | 19,333 | $461K |
| Evergreen Capital Management LLC | 0.01% | No change | 19,325 | $461K |
| West Financial Advisors, LLC | 0.08% | Reduce -26.6% | 19,203 | $458K |
| Baldwin Investment Management, LLC | 0.06% | Reduce -0.5% | 19,187 | $457K |
| BlackRock, Inc. | 0.00% | No change | 19,143 | $456K |
| Anchor Investment Management, LLC | 0.04% | Add +5.0% | 19,025 | $453K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -21.8% | 18,979 | $452K |
| Aviance Capital Partners, LLC | 0.06% | No change | 18,963 | $452K |
| Vickerman Investment Advisors, Inc. | 0.10% | Add +0.3% | 18,867 | $450K |
| Balefire, LLC | 0.10% | No change | 18,840 | $449K |
| Seneca House Advisors | 0.19% | Add +16.0% | 18,802 | $448K |
| AlphaStar Capital Management, LLC | 0.03% | New | 18,719 | $446K |
| Apella Capital, LLC | 0.01% | Add +0.3% | 18,580 | $445K |
| Fiduciary Alliance LLC | 0.03% | Reduce -9.9% | 18,688 | $445K |
| Arlington Trust Co LLC | 0.09% | Reduce -3.3% | 18,686 | $445K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -8.5% | 18,672 | $445K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +0.2% | 18,583 | $443K |
| Sowell Financial Services LLC | 0.02% | Reduce -13.5% | 18,513 | $441K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.5% | 18,524 | $441K |
| Hardin Capital Partners, LLC | 0.26% | Add +0.7% | 18,487 | $440K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -1.1% | 18,457 | $440K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -1.4% | 18,395 | $438K |
| Level Wealth Management LLC | 0.25% | No change | 18,385 | $438K |
| Solutions 4 Wealth, Ltd | 0.73% | Reduce -9.1% | 18,355 | $437K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.4% | 18,215 | $434K |
| Garde Capital, Inc. | 0.02% | Add +1.4% | 18,126 | $432K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +1.0% | 18,102 | $431K |
| Hardy Reed LLC | 0.03% | No change | 18,087 | $431K |
| Royal Capital Wealth Management, LLC | 0.29% | Add +0.0% | 18,080 | $431K |
| Regions Financial Corp. | 0.00% | No change | 18,051 | $430K |
| Your Advocates Ltd., LLP | 0.15% | Add +0.3% | 18,026 | $430K |
| Shepherd Financial Partners LLC | 0.05% | Add +0.3% | 17,941 | $428K |
| Sage Rhino Capital LLC | 0.09% | Add +0.3% | 17,898 | $427K |
| Schrum Private Wealth Management LLC | 0.34% | No change | 17,850 | $425K |
| Sage Financial Group Inc. | 0.03% | Reduce -26.1% | 17,782 | $424K |
| Cornerstone Planning Group LLC | 0.09% | Reduce -0.1% | 17,479 | $424K |
| Root Financial Partners, LLC | 0.04% | Reduce -50.6% | 17,772 | $423K |
| Evoke Wealth, LLC | 0.01% | Reduce -9.0% | 17,754 | $423K |
| Old North State Wealth Management, LLC | 0.22% | Add +1.1% | 17,699 | $422K |
| Two Sigma Investments, LP | 0.00% | Add +12.7% | 17,700 | $422K |
| Pacific Sun Financial Corp | 0.22% | No change | 17,640 | $420K |
| Resolute Advisors LLC | 0.10% | Add +0.3% | 17,554 | $418K |
| Fiducient Advisors LLC | 0.05% | Add +0.3% | 17,446 | $416K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +14.6% | 17,404 | $415K |
| Klingman & Associates, LLC | 0.02% | No change | 17,400 | $415K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.3% | 17,399 | $415K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +0.3% | 17,338 | $413K |
| Gibraltar Capital Management, Inc. | 0.08% | No change | 17,322 | $413K |
| Telos Capital Management, Inc. | 0.04% | Add +0.3% | 17,303 | $412K |
| Accurate Wealth Management, LLC | 0.06% | New | 17,000 | $411K |
| Good Life Advisors, LLC | 0.03% | Add +0.3% | 17,110 | $408K |
| Trevian Wealth Management LLC | 0.25% | Add +70.3% | 17,066 | $407K |
| Gibson Capital, LLC | 0.08% | Add +0.0% | 17,015 | $405K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -1.6% | 16,964 | $404K |
| American Money Management, LLC | 0.07% | No change | 16,950 | $404K |
| Glassman Wealth Services | 0.06% | Add +201.9% | 16,846 | $401K |
| United Asset Strategies, Inc. | 0.03% | Reduce -7.1% | 16,737 | $399K |
| Front Row Advisors LLC | 0.14% | Add +0.8% | 16,726 | $399K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | New | 16,673 | $397K |
| Murphy & Mullick Capital Management Corp | 0.32% | Add +32.6% | 16,267 | $396K |
| Sonora Investment Management Group, LLC | 0.03% | Add +0.3% | 16,602 | $396K |
| Jacobs & Co. | 0.04% | No change | 16,592 | $395K |
| Moseley Investment Management Inc. | 0.14% | No change | 16,476 | $393K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +2.8% | 16,461 | $392K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | New | 16,398 | $391K |
| Magnolia Capital Advisors LLC | 0.10% | Add +8.2% | 16,381 | $390K |
| Alaska Wealth Advisors, LLC | 0.06% | Reduce -11.0% | 16,314 | $389K |
| Baldwin Wealth Partners LLC | 0.03% | Add +0.1% | 16,260 | $387K |
| Perritt Capital Management Inc | 0.20% | Add +1.1% | 16,076 | $383K |
| Pachira Investments Inc. | 0.29% | Reduce -7.9% | 16,004 | $381K |
| Bill Few Associates, Inc. | 0.11% | No change | 15,972 | $381K |
| Canandaigua National Bank & Trust Co. | 0.04% | Reduce -13.0% | 15,900 | $379K |
| FRG Family Wealth Advisors LLC | 0.07% | Add +6.8% | 15,829 | $377K |
| Live Oak Investment Partners | 0.29% | No change | 15,828 | $377K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +0.3% | 15,811 | $377K |
| John W. Brooker & Co., CPAs | 0.88% | Reduce -89.0% | 15,521 | $375K |
| Accredited Wealth Management, LLC | 0.30% | Reduce -6.2% | 15,692 | $374K |
| Jeppson Wealth Management, LLC | 0.13% | Add +0.1% | 15,691 | $374K |
| Appleton Partners Inc. | 0.03% | Reduce -0.6% | 15,549 | $371K |
| PFG Investments, LLC | 0.02% | New | 15,463 | $368K |
| Balentine LLC | 0.01% | Reduce -27.4% | 15,426 | $368K |
| Essex Bank | 0.09% | Reduce -9.9% | 15,324 | $365K |
| Broadview Financial Management, LLC | 0.25% | Add +0.3% | 15,276 | $364K |
| Worth Asset Management, LLC | 0.18% | Add +0.7% | 15,223 | $363K |
| V. M. Manning & Co., Inc. | 0.40% | — | 14,419 | $359K |
| Somerset Group LLC | 0.30% | Add +1.4% | 15,049 | $359K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 15,009 | $358K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 15,000 | $357K |
| Able Wealth Management LLC | 0.18% | No change | 14,929 | $356K |
| Access Financial Services, Inc. | 0.13% | Reduce -2.6% | 14,823 | $353K |
| Comerica Bank | 0.00% | Reduce -5.9% | 14,592 | $348K |
| Gainplan LLC | 0.16% | Reduce -38.2% | 14,574 | $347K |
| Precedent Wealth Partners, LLC | 0.08% | No change | 14,526 | $346K |
| North Berkeley Wealth Management, LLC | 0.31% | No change | 14,382 | $343K |
| Adamsbrown Wealth Consultants LLC | 0.10% | No change | 14,354 | $342K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 14,313 | $341K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 14,303 | $341K |
| Coldstream Capital Management Inc. | 0.01% | No change | 14,202 | $338K |
| Magnus Financial Group LLC | 0.03% | New | 14,184 | $338K |
| AA Financial Advisors, LLC | 0.07% | Add +3.3% | 14,169 | $338K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.3% | 14,121 | $337K |
| Versant Capital Management, Inc | 0.05% | Add +0.3% | 14,087 | $336K |
| LifeSteps Financial, Inc. | 0.23% | Add +0.1% | 14,051 | $335K |
| Commerce Bank | 0.00% | Reduce -4.6% | 14,050 | $335K |
| Clarity Capital Advisors, LLC | 0.19% | Add +38.6% | 14,020 | $334K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 13,971 | $333K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -18.2% | 13,891 | $331K |
| ZynergyRetirementPlanningLLC | 0.22% | Reduce -10.1% | 13,860 | $330K |
| GTS Securities LLC | 0.01% | New | 13,731 | $327K |
| CreativeOne Wealth, LLC | 0.01% | Add +46.9% | 13,713 | $327K |
| Liberty Wealth Management LLC | 0.05% | Add +0.2% | 13,700 | $326K |
| UMB Bank, n.a. | 0.01% | No change | 13,700 | $326K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.0% | 13,666 | $326K |
| BIP Wealth, LLC | 0.02% | Add +0.0% | 13,661 | $326K |
| Tranquility Partners, LLC | 0.12% | Reduce -3.0% | 13,621 | $325K |
| Financial Advocates Investment Management | 0.03% | Reduce -15.5% | 13,599 | $324K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -21.0% | 13,595 | $324K |
| American Financial Advisors, LLC | 0.04% | Reduce -2.9% | 13,531 | $322K |
| TFO Wealth Partners, LLC | 0.06% | No change | 13,446 | $320K |
| Strategic Equity Management | 0.12% | Reduce -9.2% | 13,376 | $319K |
| Atlatl Advisers LLC | 0.15% | Reduce -1.4% | 13,372 | $319K |
| Carolina Wealth Advisors, LLC | 0.16% | Add +8.1% | 13,303 | $317K |
| Councilmark Asset Management, LLC | 0.20% | No change | 13,290 | $317K |
| Capital Insight Partners, LLC | 0.05% | No change | 13,218 | $315K |
| JBGlobal.com LLC | 0.33% | No change | 13,148 | $313K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -50.9% | 13,106 | $312K |
| New Perspectives, Inc | 0.15% | No change | 13,089 | $312K |
| Atlantic Union Bankshares Corp | 0.01% | New | 13,077 | $312K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -12.6% | 13,077 | $312K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -10.2% | 13,075 | $312K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.9% | 13,072 | $312K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 13,050 | $311K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -2.6% | 12,993 | $310K |
| Redwood Investment Management, LLC | 0.03% | Add +0.3% | 12,881 | $307K |
| Noesis Capital Mangement Corp. | 0.05% | Add +27.6% | 12,875 | $307K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 12,843 | $306K |
| New Hampshire Trust | 0.06% | New | 12,798 | $305K |
| Moneco Advisors, LLC | 0.03% | No change | 12,798 | $305K |
| Advisors Capital Management, LLC | 0.00% | Add +3.9% | 12,718 | $303K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -1.3% | 12,710 | $303K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -88.1% | 12,658 | $302K |
| BostonPremier Wealth LLC | 0.17% | Reduce -2.9% | 12,643 | $301K |
| Choate Investment Advisors | 0.01% | No change | 12,630 | $301K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -15.1% | 12,575 | $300K |
| Berger Financial Group, Inc | 0.02% | Add +0.8% | 12,509 | $298K |
| Quadcap Wealth Management, LLC | 0.04% | Add +25.6% | 12,491 | $298K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.2% | 12,426 | $296K |
| Cornerstone Enterprises, LLC | 0.16% | No change | 12,426 | $296K |
| Dravo Bay LLC | 0.14% | No change | 12,411 | $296K |
| Patten & Patten Inc. | 0.02% | No change | 12,385 | $295K |
| Planning Center, Inc. | 0.03% | Reduce -2.6% | 12,359 | $295K |
| PUREfi Wealth, LLC | 0.24% | New | 12,357 | $294K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.0% | 12,340 | $294K |
| Pflug Koory, LLC | 0.15% | Add +0.0% | 12,325 | $294K |
| Rock Point Advisors, LLC | 0.08% | Reduce -4.8% | 12,243 | $292K |
| Grandfield & Dodd, LLC | 0.02% | No change | 12,242 | $292K |
| StoneX Group Inc. | 0.01% | Reduce -53.4% | 12,061 | $287K |
| Squire Investment Management Company, LLC | 0.11% | No change | 12,002 | $286K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 12,000 | $286K |
| New Republic Capital, LLC | 0.10% | No change | 11,949 | $285K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 11,930 | $284K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.4% | 11,862 | $283K |
| Creative Capital Management Investments LLC | 0.10% | No change | 11,802 | $281K |
| Claris Advisors, LLC / Mo / | 0.10% | Add +0.3% | 11,780 | $281K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +4.5% | 11,725 | $279K |
| Michels Family Financial, LLC | 0.24% | Add +0.3% | 11,610 | $277K |
| Burt Wealth Advisors | 0.06% | Add +0.9% | 11,550 | $275K |
| WealthShield Partners, LLC | 0.03% | Reduce -4.4% | 11,477 | $273K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 11,468 | $273K |
| Paulson Wealth Management Inc. | 0.07% | No change | 11,438 | $273K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -25.5% | 11,437 | $272K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -18.9% | 11,401 | $272K |
| Snowden Capital Advisors LLC | 0.01% | No change | 11,355 | $271K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.7% | 11,288 | $269K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +11.6% | 11,276 | $269K |
| Main Management LLC | 0.02% | No change | 11,220 | $267K |
| Act Wealth Management, LLC | 0.11% | Add +4.2% | 11,200 | $267K |
| Prairiewood Capital, LLC | 0.10% | New | 11,199 | $267K |
| Guardian Financial Partners, LLC | 0.12% | Add +0.0% | 11,187 | $267K |
| Cypress Wealth Services, LLC | 0.05% | New | 11,175 | $266K |
| Boyce & Associates Wealth Consulting, Inc. | 0.24% | Reduce -10.2% | 11,147 | $266K |
| Peak Retirement Planning, Inc. | 0.11% | New | 11,067 | $264K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.9% | 10,940 | $261K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,841 | $258K |
| Flputnam Investment Management Co. | 0.00% | Add +4.9% | 10,782 | $257K |
| Team Hewins, LLC | 0.09% | No change | 10,764 | $257K |
| Beam Wealth Advisors, Inc. | 0.08% | New | 10,763 | $256K |
| 49 Wealth Management, LLC | 0.03% | Add +9.5% | 10,759 | $256K |
| Rossby Financial, LCC | 0.10% | Reduce -31.1% | 10,737 | $256K |
| Vigilare Wealth Management | 0.10% | Reduce -9.7% | 10,716 | $255K |
| Goldstein Advisors, LLC | 0.03% | Reduce -0.1% | 10,706 | $255K |
| Alley Investment Management Company, LLC | 0.03% | No change | 10,686 | $255K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -50.0% | 10,272 | $255K |
| Warwick Investment Management, Inc. | 0.05% | New | 10,661 | $254K |
| Bessemer Group Inc. | 0.00% | No change | 10,665 | $254K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 10,590 | $252K |
| Ifrah Financial Services, Inc. | 0.07% | Add +3.3% | 10,579 | $252K |
| Wealthquest Corp | 0.02% | Add +0.1% | 10,577 | $252K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +1.3% | 10,544 | $251K |
| Orion Capital Management LLC | 0.10% | No change | 10,527 | $251K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 10,487 | $250K |
| Quadrant Private Wealth Management, LLC | 0.05% | Add +0.3% | 10,382 | $247K |
| Ruggaard & Associates LLC | 0.10% | Reduce -23.3% | 10,277 | $245K |
| Auxano Advisors, LLC | 0.06% | Reduce -31.9% | 10,268 | $245K |
| Florida Trust Wealth Management Co | 0.01% | No change | 10,230 | $244K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 10,228 | $244K |
| Nordwand Advisors, LLC | 0.04% | New | 10,200 | $243K |
| HC Advisors, LLC | 0.17% | No change | 10,188 | $243K |
| Quantum Financial Planning Services, Inc. | 0.11% | Add +0.3% | 10,168 | $242K |
| Secure Asset Management, LLC | 0.04% | New | 10,165 | $242K |
| Aurora Private Wealth, Inc. | 0.18% | New | 10,141 | $242K |
| FPC Investment Advisory, Inc. | 0.15% | No change | 9,870 | $242K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +4.8% | 10,104 | $241K |
| Silver Lake Advisory, LLC | 0.10% | Add +0.3% | 10,083 | $240K |
| Stephens Inc. | 0.00% | No change | 10,083 | $240K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -1.5% | 9,965 | $237K |
| Babb Wealth Advisors LLC | 0.17% | No change | 9,933 | $237K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.5% | 9,924 | $236K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 9,872 | $235K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 9,804 | $233K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -2.5% | 9,774 | $233K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -69.3% | 9,751 | $232K |
| Aspen Capital Management, LLC | 0.06% | Add +1.1% | 9,671 | $230K |
| KilterHowling LLC | 0.14% | Add +0.3% | 9,671 | $230K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.3% | 9,641 | $230K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | No change | 9,635 | $230K |
| Obermeyer Wealth Partners | 0.01% | No change | 9,600 | $229K |
| Red Spruce Capital, LLC | 0.10% | No change | 9,507 | $227K |
| Riverwater Partners LLC | 0.11% | Reduce -1.0% | 9,461 | $225K |
| Trek Financial, LLC | 0.01% | Add +0.5% | 9,405 | $224K |
| DB Fitzpatrick & Co, Inc | 0.20% | Add +2.3% | 9,375 | $223K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 9,374 | $223K |
| Wick Capital Partners, LLC | 0.06% | Add +43.4% | 13,411 | $223K |
| Spire Wealth Management | 0.01% | Reduce -64.7% | 9,333 | $222K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,326 | $222K |
| Glaxis Capital Management, LLC | 0.30% | New | 9,315 | $222K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 9,293 | $221K |
| Capital A Wealth Management, LLC | 2.47% | Add +2021.9% | 3,968 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -98.1% | 9,256 | $221K |
| BridgePort Financial Solutions, LLC | 0.07% | New | 9,225 | $220K |
| Baker Avenue Asset Management, LP | 0.01% | New | 9,219 | $220K |
| Jackson Wealth Management, LLC | 0.02% | New | 9,182 | $219K |
| Schnieders Capital Management LLC | 0.04% | New | 9,151 | $218K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -10.3% | 9,135 | $218K |
| Cardinal Point Capital Management ULC | 0.02% | New | 217,616 | $218K |
| Victrix Investment Advisors | 0.10% | New | 9,119 | $217K |
| Round Rock Advisors LLC | 0.04% | New | 9,108 | $217K |
| Wedgewood Investors Inc. | 0.25% | New | 9,080 | $216K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 9,048 | $216K |
| SJS Investment Consulting Inc. | 0.03% | No change | 9,010 | $215K |
| Empirical Asset Management, LLC | 0.07% | New | 9,007 | $215K |
| Sterling Investment Advisors, Ltd. | 0.05% | New | 9,005 | $215K |
| Dividend Assets Capital, LLC | 0.04% | New | 9,000 | $214K |
| White Pine Investment CO | 0.05% | Reduce -14.5% | 8,986 | $214K |
| Brand Asset Management Group, Inc. | 0.08% | New | 8,976 | $214K |
| New England Private Wealth Advisors LLC | 0.03% | New | 8,717 | $213K |
| Aspen Grove Capital, LLC | 0.04% | New | 8,935 | $213K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -26.2% | 8,928 | $213K |
| Aurora Investment Managers, LLC. | 0.13% | New | 8,910 | $212K |
| Becker Capital Management Inc. | 0.01% | New | 8,840 | $211K |
| Signal Advisors Wealth, LLC | 0.02% | New | 8,790 | $209K |
| Armor Investment Advisors, LLC | 0.08% | Add +0.0% | 8,774 | $209K |
| Pennsylvania Capital Management Inc. | 0.07% | New | 8,753 | $209K |
| Accelerate Investment Advisors LLC | 0.15% | Reduce -12.7% | 8,646 | $206K |
| Coordinated Financial Services, Inc. | 0.14% | — | 8,612 | $205K |
| CWS Financial Advisors, LLC | 0.06% | New | 8,580 | $204K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 8,575 | $204K |
| 17 Capital Partners, LLC | 0.12% | New | 8,547 | $204K |
| Archvest Wealth Advisors, Inc. | 0.18% | New | 8,517 | $203K |
| Future You Wealth LLC | 0.11% | New | 8,516 | $203K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -6.9% | 8,479 | $202K |
| Westshore Wealth, LLC | 0.08% | New | 8,457 | $202K |
| Red Mountain Financial, LLC | 0.22% | New | 8,454 | $201K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -2.6% | 8,285 | $197K |
| Old Second National Bank of Aurora | 0.04% | No change | 8,250 | $197K |
| Fiduciary Advisors, Inc. | 0.17% | New | 8,110 | $193K |
| Crowley Wealth Management, Inc. | 0.17% | New | 8,050 | $192K |
| Bokf, NA | 0.00% | No change | 7,368 | $176K |
| Principal Securities, Inc. | 0.00% | Add +204.6% | 7,357 | $175K |
| Tidemark, LLC | 0.06% | Add +0.0% | 7,158 | $171K |
| Friedenthal Financial | 0.09% | Add +0.6% | 7,041 | $168K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 7,005 | $167K |
| Pacific Center for Financial Services | 0.04% | Add +1.3% | 6,883 | $164K |
| Biltmore Family Office, LLC | 0.03% | No change | 6,750 | $161K |
| TCTC Holdings, LLC | 0.00% | No change | 6,180 | $147K |
| Sage Mountain Advisors LLC | 0.01% | Add +38.5% | 6,127 | $146K |
| Hollencrest Capital Management | 0.01% | No change | 6,075 | $145K |
| Peoples Financial Services Corp. | 0.07% | No change | 6,000 | $143K |
| Providence Capital Advisors, LLC | 0.03% | New | 5,859 | $140K |
| HM Payson & Co. | 0.00% | No change | 5,822 | $139K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 5,664 | $135K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 5,601 | $133K |
| Richardson Capital Management LLC | 0.07% | Add +0.3% | 5,515 | $131K |
| Investors Research Corp | 0.02% | No change | 5,310 | $127K |
| Raffa Wealth Management, LLC | 0.03% | No change | 5,248 | $125K |
| Bangor Savings Bank | 0.01% | Reduce -0.0% | 5,016 | $120K |
| CENTRAL TRUST Co | 0.00% | No change | 4,990 | $119K |
| United Community Bank | 0.04% | No change | 4,800 | $114K |
| Group One Trading LLC | 0.00% | New | 4,699 | $112K |
| Princeton Global Asset Management LLC | 0.02% | Add +5.4% | 4,645 | $111K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,482 | $107K |
| Tucker Asset Management LLC | 0.03% | Add +281.8% | 4,444 | $106K |
| Whittier Trust Co. | 0.00% | No change | 4,191 | $100K |
| Pacifica Partners Inc. | 0.04% | Add +33.2% | 3,996 | $95K |
| Montag A & Associates Inc. | 0.00% | Add +1.6% | 3,847 | $92K |
| Creekmur Asset Management LLC | 0.02% | Reduce -0.4% | 3,792 | $90K |
| Bfsg, LLC | 0.01% | Add +0.3% | 3,666 | $87K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,465 | $83K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +0.1% | 3,258 | $78K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 3,125 | $77K |
| Roxbury Financial LLC | 0.07% | Add +0.6% | 2,997 | $71K |
| Godsey & Gibb, Inc. | 0.01% | Add +37.7% | 2,895 | $69K |
| Frazier Financial Advisors, LLC | 0.05% | Add +18.7% | 2,756 | $66K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 2,703 | $64K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +9.3% | 2,613 | $62K |
| HighMark Wealth Management LLC | 0.03% | Add +0.3% | 2,562 | $61K |
| Hoertkorn Richard Charles | 0.03% | Reduce -8.2% | 2,480 | $59K |
| SIMA Wealth Partners, LLC | 0.05% | Add +45.4% | 2,479 | $59K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +0.3% | 2,433 | $58K |
| JNBA Financial Advisors | 0.01% | No change | 2,409 | $57K |
| Addison Advisors LLC | 0.01% | Add +319.1% | 2,364 | $56K |
| Golden State Wealth Management, LLC | 0.01% | Add +4138.9% | 2,289 | $55K |
| Brooklyn Investment Group | 0.01% | Add +0.3% | 2,290 | $55K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -91.2% | 2,152 | $51K |
| Eastern Bank | 0.00% | Reduce -14.0% | 2,065 | $49K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 2,051 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -0.6% | 2,047 | $49K |
| Moser Wealth Advisors, LLC | 0.02% | Add +0.2% | 1,900 | $45K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 1,775 | $42K |
| Aberdeen Wealth Management LLC | 0.03% | Add +0.1% | 1,775 | $42K |
| American Capital Advisory, LLC | 0.02% | No change | 1,621 | $39K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,593 | $38K |
| Western Pacific Wealth Management, LP | 0.04% | Add +0.3% | 1,575 | $38K |
| NWK Group, Inc. | 0.01% | No change | 1,542 | $37K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,474 | $35K |
| Hemington Wealth Management | 0.01% | No change | 1,494 | $35K |
| Nemes Rush Group LLC | 0.00% | Add +0.2% | 1,454 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 1,446 | $34K |
| Curat Global, LLC | 0.03% | Add +0.3% | 1,433 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.2% | 1,430 | $34K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.3% | 1,404 | $33K |
| Birchbrook, Inc. | 0.02% | Reduce -15.9% | 1,400 | $33K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 1,380 | $33K |
| Millstone Evans Group, LLC | 0.02% | Add +0.2% | 1,354 | $32K |
| Albion Financial Group | 0.00% | No change | 1,260 | $30K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 1,257 | $30K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 1,223 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1,200 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,200 | $29K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 1,161 | $28K |
| Blume Capital Management, Inc. | 0.01% | Add +0.1% | 1,113 | $27K |
| Promus Capital, LLC | 0.02% | No change | 1,104 | $26K |
| Christopher J. Hasenberg, Inc | 0.01% | Add +310.6% | 1,084 | $26K |
| Rothschild Investment LLC | 0.00% | Add +2.5% | 1,046 | $25K |
| Exchange Traded Concepts, LLC | 0.00% | New | 963 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -98.4% | 950 | $23K |
| Traub Capital Management LLC | 0.02% | — | 900 | $21K |
| TFC Financial Management, Inc. | 0.00% | No change | 816 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 783 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 750 | $18K |
| Cooksen Wealth, LLC | 0.01% | New | 730 | $17K |
| Financial Perspectives, Inc | 0.01% | Add +0.3% | 718 | $17K |
| Robbins Farley | 0.01% | Reduce -6.1% | 691 | $16K |
| Olistico Wealth, LLC | 0.01% | Reduce -24.9% | 665 | $16K |
| LRI Investments, LLC | 0.00% | New | 661 | $16K |
| Kilter Group LLC | 0.01% | New | 648 | $15K |
| Key Financial Inc | 0.00% | No change | 633 | $15K |
| Evolution Advisers, Inc. | 0.01% | No change | 657 | $15K |
| Integrity Financial Corp | 0.01% | No change | 627 | $15K |
| Manchester Capital Management LLC | 0.00% | Reduce -70.4% | 600 | $14K |
| Aventura Private Wealth, LLC | 0.01% | No change | 570 | $14K |
| Curio Wealth, LLC | 0.01% | Add +56600.0% | 567 | $14K |
| Bernard Wealth Management Corp. | 0.01% | No change | 539 | $13K |
| Hoey Investments, Inc. | 0.00% | No change | 530 | $13K |
| Avion Wealth | 0.00% | Add +0.6% | 506 | $12K |
| Kiker Wealth Management, LLC | 0.01% | New | 500 | $12K |
| Raleigh Capital Management Inc. | 0.01% | No change | 500 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 492 | $12K |
| Optimum Investment Advisors | 0.01% | No change | 486 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 465 | $11K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 452 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 450 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -97.6% | 441 | $11K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 402 | $10K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.3% | 386 | $9K |
| Financial Freedom, LLC | 0.00% | Add +0.3% | 385 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 372 | $9K |
| Innovative Advisory Group, LLC | 0.01% | No change | 342 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 354 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +0.3% | 311 | $7K |
| Transce3nd, LLC | 0.00% | No change | 276 | $7K |
| IMG Wealth Management, Inc. | 0.00% | New | 231 | $6K |
| NewSquare Capital LLC | 0.00% | No change | 216 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Add +29.9% | 204 | $5K |
| Delta Asset Management LLC | 0.00% | Add +0.5% | 203 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 198 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 180 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 156 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 151 | $4K |
| Aventus Investment Advisors, Inc. | 0.00% | — | 142 | $3K |
| WestEnd Advisors, LLC | 0.00% | New | 138 | $3K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 132 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +11.2% | 129 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 128 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 126 | $3K |
| Winch Advisory Services, LLC | 0.00% | New | 84 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 84 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 66 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 60 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 60 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 48 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 43 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -20.4% | 43 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -2.7% | 36 | $864 |
| Sound Income Strategies, LLC | 0.00% | No change | 30 | $715 |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 22 | $527 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 20 | $472 |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 19 | $453 |
| Hughes Financial Services, LLC | 0.00% | Add +13.3% | 17 | $415 |
| Bristlecone Advisors, LLC | 0.00% | New | 14 | $335 |
| Eq Wealth Advisors, LLC | 0.00% | No change | 9 | $214 |
| IFS Advisors, LLC | 0.00% | No change | 1 | $41 |
"% 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.