Schwab US Broad Market ETFSCHBETF
13F holders, Q3 2025 (September 30)1,215holders +2
67new positions
48sold out
4famous investors
$25.71avg. 13F price*
At the end of Q3 2025, 1,215 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 2 from Q2 2025. 67 opened new positions and 48 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($424.3M) and Rebalance, LLC ($372.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Broad Market ETF
- CUSIP
- 808524102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $72.9M |
| Exits | 48 | $134.8M |
All 13F filers, Q2 2025 → Q3 2025: 19,029,260 shares bought and 82,007,309 shares sold, net −62,978,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,215 holders
| Wealthfront Advisers LLC | 3.33% | Reduce -2.2% | 55,097,987 | $1.4B |
| Betterment LLC | 0.84% | Reduce -1.9% | 16,504,113 | $424.3M |
| Rebalance, LLC | 22.46% | Add +10.0% | 14,480,067 | $372.3M |
| SCS Capital Management LLC | 3.42% | Reduce -0.2% | 12,199,923 | $313.7M |
| Strid Group, LLC | 28.48% | Add +0.7% | 8,716,201 | $224.1M |
| Evensky & Katz LLC | 12.67% | Reduce -3.3% | 8,492,961 | $218.4M |
| Hengehold Capital Management LLC | 18.56% | Add +0.1% | 8,457,463 | $217.4M |
| Bouchey Financial Group, Ltd. | 16.48% | Add +0.5% | 8,318,386 | $213.9M |
| HighTower Advisors, LLC | 0.23% | Add +0.5% | 7,776,997 | $199.9M |
| HB Wealth Management, LLC | 1.17% | Add +3.0% | 6,694,089 | $172.1M |
| Hanson & Doremus Investment Management | 21.08% | Add +1.7% | 6,514,057 | $167.5M |
| Forvis Mazars Wealth Advisors, LLC | 3.23% | Add +1.4% | 6,334,210 | $162.9M |
| AlphaCore Capital LLC | 5.28% | Add +2.5% | 6,102,564 | $156.9M |
| HT Partners LLC | 47.85% | Add +0.7% | 6,088,359 | $156.5M |
| HHM Wealth Advisors, LLC | 15.48% | Reduce -4.8% | 5,204,886 | $133.8M |
| TruNorth Capital Management, LLC | 25.79% | Add +8.7% | 5,071,311 | $130.4M |
| Accredited Investors Inc. | 6.89% | Reduce -1.6% | 4,805,946 | $123.6M |
| Arax Advisory Partners | 1.59% | Add +2253.7% | 4,050,068 | $110.7M |
| Mariner, LLC | 0.14% | Add +1.7% | 4,289,929 | $110.3M |
| Morton Brown Family Wealth, LLC | 28.25% | Reduce -0.1% | 3,829,077 | $98.4M |
| Summit Financial Strategies, Inc. | 7.81% | Reduce -4.2% | 3,542,152 | $91.1M |
| Manchester Financial Inc. | 17.76% | Reduce -2.2% | 3,452,031 | $88.8M |
| Captrust Financial Advisors | 0.18% | Reduce -0.3% | 3,387,483 | $87.1M |
| Compass Financial Group, INC | 13.09% | Add +6.0% | 3,386,531 | $87.1M |
| Ballentine Partners, LLC | 1.16% | Reduce -1.1% | 3,237,353 | $83.2M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 3,196,333 | $82.2M |
| HBK Sorce Advisory LLC | 2.03% | Add +0.0% | 3,147,105 | $80.9M |
| Bank of America Corp. | 0.01% | Reduce -3.5% | 3,137,696 | $80.7M |
| Waverly Advisors, LLC | 0.74% | Add +4.3% | 2,892,781 | $74.4M |
| Savant Capital, LLC | 0.45% | Add +24.1% | 2,863,419 | $73.6M |
| LPL Financial LLC | 0.02% | Add +2.6% | 2,829,254 | $72.7M |
| Asset Advisors Investment Management, LLC | 6.84% | Reduce -0.1% | 2,809,818 | $72.2M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -5.0% | 2,727,224 | $70.1M |
| Brown Advisory Inc. | 0.09% | Reduce -0.6% | 2,721,683 | $70.0M |
| North Star Asset Management Inc. | 2.80% | Add +0.9% | 2,687,620 | $69.1M |
| Legacy Financial Strategies, LLC | 12.46% | Add +5.4% | 2,683,753 | $69.0M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 2,667,121 | $68.6M |
| Circle Wealth Management, LLC | 1.31% | Reduce -4.1% | 2,610,481 | $67.1M |
| D L Carlson Investment Group Inc. | 11.26% | Reduce -0.3% | 2,609,510 | $67.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.00% | Reduce -1.6% | 2,467,102 | $63.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +8.6% | 2,455,959 | $63.4M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 2,419,843 | $62.2M |
| Myecfo, LLC | 28.28% | Add +0.8% | 2,417,553 | $62.2M |
| Winthrop Advisory Group LLC | 5.19% | Add +1.0% | 2,308,553 | $59.4M |
| Jones Financial Companies LLLP | 0.04% | Add +8.2% | 2,286,694 | $58.4M |
| Creative Planning | 0.04% | Add +0.6% | 2,250,092 | $57.8M |
| Aptus Capital Advisors, LLC | 0.50% | Add +0.4% | 2,141,423 | $55.1M |
| Caprock Group, LLC | 1.35% | — | 2,204,784 | $55.0M |
| Sunburst Financial Group, LLC | 11.30% | Add +0.2% | 2,086,855 | $53.7M |
| Ethos Financial Group, LLC | 4.20% | Add +0.6% | 2,072,181 | $53.3M |
| WBH Advisory Inc. | 3.96% | Reduce -0.3% | 2,019,089 | $51.9M |
| Compass Advisory Group LLC | 13.97% | Reduce -20.5% | 1,935,521 | $49.8M |
| Bluespring Wealth Management, LLC | 4.12% | Reduce -1.3% | 1,840,257 | $47.3M |
| Capital Management Associates, Inc | 12.35% | Add +0.1% | 1,777,484 | $45.7M |
| Members Advisory Group LLC | 16.06% | Reduce -0.2% | 1,766,114 | $45.4M |
| Quantinno Capital Management LP | 0.12% | Add +35.0% | 1,667,087 | $42.9M |
| Roundview Capital LLC | 2.66% | Reduce -0.2% | 1,636,658 | $42.1M |
| Truist Financial Corp. | 0.06% | Add +3.4% | 1,581,800 | $40.7M |
| Boulder Wealth Advisors, LLC | 18.80% | — | 1,572,741 | $40.4M |
| Jaffetilchin Investment Partners, LLC | 2.38% | Add +0.3% | 1,544,520 | $39.7M |
| Modern Wealth Management, LLC | 0.77% | Add +422.7% | 1,518,936 | $39.1M |
| Genesee Capital Advisors, LLC | 16.17% | Reduce -4.4% | 1,447,563 | $37.2M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 1,436,589 | $36.9M |
| NorthCoast Asset Management LLC | 0.14% | Add +16.2% | 1,414,828 | $36.4M |
| Allworth Financial LP | 0.16% | Reduce -4.2% | 1,404,466 | $36.1M |
| UBS Group AG | 0.01% | Add +6.1% | 1,403,710 | $36.1M |
| Leading Edge Financial Planning LLC | 9.00% | Add +4.2% | 1,394,411 | $35.9M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -8.7% | 1,380,946 | $35.5M |
| Weaver Capital Management LLC | 7.70% | New | 1,373,871 | $35.3M |
| Legacy Private Trust Co. | 2.06% | Reduce -2.6% | 1,339,147 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -4.5% | 1,312,732 | $33.8M |
| Juncture Wealth Strategies, LLC | 10.97% | Add +1.0% | 1,273,141 | $32.7M |
| Retirement Planning Group, LLC | 1.10% | Reduce -19.5% | 1,236,924 | $31.8M |
| Shilanski & Associates, Inc. | 8.40% | Add +3.0% | 1,229,744 | $31.6M |
| Boyum Wealth Architects LLC | 19.41% | Add +10.3% | 1,225,521 | $31.5M |
| WT Wealth Management | 9.04% | Reduce -4.9% | 1,221,301 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.5% | 1,218,185 | $31.3M |
| John Boyer, Inc. | 30.78% | — | 1,200,829 | $30.9M |
| Pegasus Asset Management, Inc. | 9.60% | Reduce -1.1% | 1,163,728 | $29.9M |
| Gemmer Asset Management LLC | 2.39% | Reduce -0.5% | 1,154,813 | $29.7M |
| Focus Partners Wealth | 0.05% | Reduce -8.8% | 1,140,215 | $29.3M |
| Strategic Advisors LLC | 4.71% | Add +2.7% | 1,133,900 | $29.2M |
| Truepoint, Inc. | 0.67% | Reduce -0.7% | 1,128,453 | $29.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.8% | 1,122,640 | $28.9M |
| Goepper Burkhardt LLC | 9.74% | Add +2.6% | 1,111,439 | $28.6M |
| MAI Capital Management | 0.18% | Reduce -1.3% | 1,098,948 | $28.3M |
| Valley National Advisers Inc. | 4.29% | Reduce -3.1% | 1,077,066 | $27.7M |
| FMR LLC | 0.00% | Add +8.8% | 1,076,543 | $27.7M |
| GSG Advisors LLC | 7.31% | Reduce -1.6% | 1,070,764 | $27.6M |
| Phil A. Younker & Associates, Ltd. | 21.09% | Add +15.9% | 1,070,724 | $27.5M |
| Patriot Investment Management Group, Inc. | 1.77% | Reduce -0.7% | 1,057,006 | $27.2M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Reduce -0.0% | 1,045,557 | $26.9M |
| Strategic Financial Planning, Inc. | 15.54% | Add +6.2% | 1,043,292 | $26.8M |
| Gallagher Fiduciary Advisors, LLC | 0.98% | Reduce -98.4% | 1,036,132 | $26.6M |
| SYM FINANCIAL Corp | 2.82% | Add +0.3% | 1,025,040 | $26.4M |
| Robinson Smith Wealth Advisors LLC | 18.81% | Add +1.9% | 1,019,341 | $26.2M |
| Intelligence Driven Advisers, LLC | 3.63% | Reduce -2.2% | 1,017,155 | $26.2M |
| Facet Wealth, Inc. | 0.54% | Reduce -0.2% | 1,011,946 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.2% | 1,003,113 | $25.8M |
| Wealthspire Advisors, LLC | 0.13% | Add +0.2% | 1,002,272 | $25.8M |
| Harbour Investments, Inc. | 0.58% | Add +8.4% | 999,471 | $25.7M |
| First National Corp. /Ma/ | 4.80% | Add +0.1% | 980,783 | $25.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +2.5% | 951,935 | $25.2M |
| Global Wealth Management, LLC | 12.88% | Reduce -4.4% | 954,007 | $24.5M |
| Dodds Wealth, LLC | 5.94% | Add +6.3% | 932,126 | $24.0M |
| Tanglewood Wealth Management, Inc. | 2.20% | Reduce -0.1% | 921,412 | $23.7M |
| Socha Financial Group, LLC | 9.87% | Reduce -2.4% | 908,756 | $23.4M |
| Jane Street Group, LLC | 0.03% | Add +415.5% | 900,010 | $23.1M |
| Great Lakes Retirement, Inc. | 2.52% | Add +0.0% | 899,223 | $23.1M |
| Meridian Wealth Partners, LLC | 3.18% | Add +1.8% | 897,719 | $23.1M |
| Wynn Capital, LLC | 11.07% | Add +1.9% | 887,500 | $22.8M |
| Breakwater Investment Management | 8.41% | Reduce -5.2% | 887,200 | $22.8M |
| Stonekeep Investments, LLC | 14.40% | Add +2.5% | 883,695 | $22.7M |
| Schaeffer Financial LLC | 20.47% | Add +2.3% | 878,308 | $22.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.57% | Reduce -0.1% | 852,608 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -50.9% | 868,134 | $22.3M |
| Nalls Sherbakoff Group, LLC | 14.88% | Add +0.5% | 857,943 | $22.1M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -1.2% | 852,597 | $21.9M |
| Avior Wealth Management, LLC | 0.70% | Add +0.5% | 848,270 | $21.8M |
| Osaic Holdings, Inc. | 0.03% | Add +23.2% | 851,381 | $21.7M |
| IMA Advisory Services, Inc. | 2.15% | Reduce -2.5% | 830,952 | $21.4M |
| Vista Capital Partners, Inc. | 2.14% | Reduce -7.8% | 818,964 | $21.1M |
| Cobblestone Capital Advisors LLC | 1.01% | Reduce -0.5% | 817,820 | $21.0M |
| Tradition Wealth Management, LLC | 1.54% | Reduce -0.5% | 809,927 | $20.8M |
| Assetmark, Inc. | 0.04% | Add +0.8% | 805,112 | $20.7M |
| Lido Advisors, LLC | 0.08% | Add +0.5% | 794,732 | $20.4M |
| Davis Capital Management | 14.03% | — | 787,550 | $20.2M |
| Corient Private Wealth LP | 0.03% | Add +11.7% | 774,495 | $19.9M |
| Cetera Investment Advisers | 0.02% | Add +19.0% | 755,916 | $19.4M |
| AQR Capital Management | 0.01% | Add +48.3% | 755,588 | $19.4M |
| Libra Wealth LLC | 5.81% | Reduce -1.1% | 753,199 | $19.4M |
| Roble, Belko & Company, Inc | 2.62% | Reduce -1.4% | 750,348 | $19.3M |
| Coastal Bridge Advisors, LLC | 1.46% | Reduce -0.5% | 748,007 | $19.2M |
| Marshall Financial Group Inc. | 5.28% | Add +1.0% | 746,625 | $19.2M |
| Madden Advisory Services, Inc. | 7.92% | Reduce -3.3% | 732,882 | $18.8M |
| James J. Burns & Company, LLC | 2.75% | Add +1.7% | 716,488 | $18.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.4% | 694,202 | $17.8M |
| Zhang Financial LLC | 0.68% | Add +14.5% | 650,806 | $16.7M |
| Focus Financial Network, Inc. | 0.60% | Reduce -5.6% | 650,185 | $16.7M |
| Elgethun Capital Management | 2.98% | Reduce -3.4% | 639,607 | $16.4M |
| Compound Planning, Inc. | 0.53% | Add +1.4% | 638,141 | $16.4M |
| Christensen, King & Associates Investment Services, Inc. | 6.85% | Reduce -0.7% | 620,086 | $15.9M |
| Lodestar Private Asset Management LLC | 1.66% | Reduce -1.0% | 618,506 | $15.9M |
| Blue Bell Private Wealth Management, LLC | 2.40% | Reduce -0.9% | 614,063 | $15.8M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +211.8% | 611,283 | $15.7M |
| MIdWestOne Financial Group, Inc. | 1.89% | Add +4.2% | 604,715 | $15.5M |
| Ashford Advisors, LLC | 3.40% | Reduce -19.9% | 596,984 | $15.3M |
| Roger Wittlin Investment Advisory, LLC | 8.42% | Reduce -5.1% | 588,968 | $15.1M |
| Ogorek Anthony Joseph /NY/ | 4.30% | Reduce -3.2% | 585,318 | $15.0M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 582,788 | $15.0M |
| Bond & Devick Financial Network, Inc. | 4.45% | Add +5.9% | 575,937 | $14.8M |
| Milestone Investment Advisors LLC | 3.60% | Reduce -1.0% | 564,322 | $14.5M |
| Valicenti Advisory Services Inc. | 3.06% | Reduce -6.8% | 555,556 | $14.3M |
| Opes Wealth Management LLC | 2.49% | Reduce -1.6% | 551,135 | $14.2M |
| Spinnaker Investment Group, LLC | 2.64% | Add +5.2% | 546,155 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Add +18.0% | 539,451 | $13.9M |
| Madison Wealth Partners, Inc | 2.69% | Add +2.8% | 530,124 | $13.6M |
| SigFig Wealth Management, LLC | 0.42% | Reduce -9.6% | 528,624 | $13.5M |
| Passive Capital Management, LLC. | 4.40% | Reduce -2.9% | 524,602 | $13.5M |
| TPG Advisors LLC | 8.79% | Reduce -0.9% | 519,556 | $13.4M |
| Weinberger Asset Management, Inc | 4.82% | Reduce -2.7% | 518,219 | $13.3M |
| HORAN Wealth, LLC | 2.10% | Add +7.2% | 517,585 | $13.3M |
| Leavell Investment Management, Inc. | 0.56% | Add +0.4% | 512,999 | $13.2M |
| Alliancebernstein L.P. | 0.00% | Add +45.0% | 511,326 | $13.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.1% | 508,988 | $13.1M |
| IFP Advisors, Inc | 0.34% | Reduce -2.8% | 501,979 | $12.9M |
| Wedmont Private Capital | 0.48% | Reduce -2.3% | 497,337 | $12.8M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -3.5% | 497,585 | $12.8M |
| Meridian Wealth Management, LLC | 0.48% | Add +0.5% | 485,586 | $12.5M |
| NewEdge Advisors, LLC | 0.06% | Add +8.1% | 482,736 | $12.4M |
| Motive Wealth Advisors | 5.32% | No change | 479,748 | $12.3M |
| Empower Advisory Group, LLC | 0.03% | Reduce -5.7% | 477,901 | $12.3M |
| TruWealth Advisors, LLC | 0.61% | Reduce -0.1% | 472,025 | $12.1M |
| D.B. Root & Company, LLC | 3.05% | Reduce -2.4% | 467,013 | $12.0M |
| Davidson Kahn Capital Management, LLC | 6.58% | Add +8.4% | 459,145 | $11.8M |
| Johnson Investment Counsel Inc. | 0.10% | Add +18.5% | 458,858 | $11.8M |
| VSM Wealth Advisory, LLC | 3.67% | Reduce -2.3% | 458,575 | $11.8M |
| Peak Financial Management, Inc. | 3.12% | Add +1.1% | 458,367 | $11.8M |
| Beacon Wealthcare LLC | 4.08% | Reduce -0.3% | 452,104 | $11.6M |
| Everhart Financial Group, Inc. | 1.16% | Reduce -2.7% | 451,757 | $11.6M |
| Waldron Private Wealth LLC | 0.47% | No change | 450,000 | $11.6M |
| Brooklyn FI, LLC | 2.55% | Reduce -2.1% | 441,829 | $11.4M |
| Farther Finance Advisors, LLC | 0.17% | Add +65.4% | 435,153 | $11.2M |
| Walker Financial Services, Inc. | 4.28% | New | 427,492 | $11.0M |
| Liberty Capital Management, Inc. | 2.06% | Add +2.3% | 426,051 | $11.0M |
| Alliance Wealth Management Group | 2.39% | Reduce -2.6% | 417,227 | $10.7M |
| Towercrest Capital Management | 1.72% | Reduce -2.6% | 417,227 | $10.7M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -0.3% | 412,663 | $10.6M |
| Apriem Advisors | 1.00% | Add +0.1% | 412,637 | $10.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.7% | 412,345 | $10.6M |
| Five Oceans Advisors | 3.88% | Reduce -0.0% | 410,306 | $10.5M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +4.5% | 410,095 | $10.5M |
| Cwm, LLC | 0.03% | Add +1.5% | 407,400 | $10.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -2.7% | 404,265 | $10.4M |
| SRH Advisors, LLC | 2.91% | Add +0.0% | 387,881 | $10.0M |
| FFT Wealth Management LLC | 1.82% | Add +18.2% | 384,489 | $9.9M |
| Fiduciary Trust Co | 0.11% | Reduce -2.5% | 375,755 | $9.7M |
| Wrenne Financial Planning LLC | 4.13% | Add +3.2% | 375,640 | $9.7M |
| Summit Financial, LLC | 0.14% | Reduce -13.1% | 365,907 | $9.4M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 362,032 | $9.3M |
| Fagan Associates, Inc. | 1.27% | Add +4.6% | 357,524 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.9% | 357,428 | $9.2M |
| Rockbridge Investment Management, LCC | 0.90% | Reduce -1.4% | 354,444 | $9.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -84.6% | 353,288 | $9.1M |
| Brookstone Capital Management | 0.11% | Add +1.6% | 347,771 | $8.9M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.6% | 345,299 | $8.9M |
| Disciplined Investors, L.L.C. | 6.13% | Add +0.9% | 334,741 | $8.6M |
| Walter & Keenan Wealth Management LLC /in/ | 2.36% | Add +4.4% | 331,377 | $8.5M |
| Main Street Financial Solutions, LLC | 0.55% | Add +3.2% | 330,767 | $8.5M |
| Mitchell Sinkler & Starr | 3.79% | No change | 327,595 | $8.4M |
| Brightwater Advisory LLC | 5.78% | Reduce -4.4% | 327,186 | $8.4M |
| Valley Forge Investment Consultants Inc. Adv | 2.46% | Reduce -1.5% | 326,834 | $8.4M |
| Orcam Financial Group | 6.78% | Reduce -0.2% | 326,371 | $8.4M |
| Joseph P. Lucia & Associates, LLC | 3.16% | Reduce -0.6% | 325,418 | $8.4M |
| Prosperitas Financial LLC | 3.46% | Reduce -37.3% | 324,358 | $8.3M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -2.6% | 324,285 | $8.3M |
| Embree Financial Group | 1.11% | Reduce -6.8% | 322,009 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +33.0% | 321,764 | $8.3M |
| RHS Financial, LLC | 4.19% | Reduce -2.3% | 314,458 | $8.1M |
| Sharkey, Howes & Javer | 1.04% | Reduce -3.0% | 314,212 | $8.1M |
| NBZ Investment Advisors LLC | 4.22% | Reduce -0.1% | 313,239 | $8.1M |
| Blair William & Co. | 0.02% | Add +4.9% | 311,890 | $8.0M |
| Pinkerton Wealth, LLC | 0.86% | Add +720.5% | 309,899 | $8.0M |
| Curbstone Financial Management Corp | 1.52% | Reduce -5.4% | 308,184 | $7.9M |
| Creekside Partners | 3.45% | Add +2.2% | 304,699 | $7.8M |
| CVA Family Office, LLC | 1.01% | Add +0.0% | 303,872 | $7.8M |
| JFS Wealth Advisors, LLC | 0.45% | Add +0.2% | 298,652 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -19.5% | 297,307 | $7.6M |
| Brighton Jones LLC | 0.18% | Add +31.8% | 297,252 | $7.6M |
| Valmark Advisers, Inc. | 0.10% | Reduce -0.6% | 289,055 | $7.4M |
| Ahl Investment Management, Inc. | 5.07% | Reduce -1.3% | 288,578 | $7.4M |
| Red Door Wealth Management, LLC | 0.78% | Add +17.4% | 287,423 | $7.4M |
| Strategic Financial Concepts, LLC | 1.06% | Add +34.0% | 284,781 | $7.3M |
| Mutual Advisors, LLC | 0.16% | Add +2.3% | 280,869 | $7.3M |
| Sheets Smith Wealth Management | 0.81% | Reduce -7.7% | 278,850 | $7.2M |
| Equita Financial Network, Inc. | 2.33% | Reduce -0.5% | 268,398 | $6.9M |
| Ballast Advisors LLC | 1.89% | Add +3.5% | 266,353 | $6.8M |
| Islay Capital Management, LLC | 3.94% | Add +3.0% | 264,854 | $6.8M |
| Cardiff Park Advisors, LLC | 0.52% | Add +1.0% | 263,929 | $6.8M |
| Mairs & Power Inc. | 0.06% | No change | 261,246 | $6.7M |
| Wilson & Boucher Capital Management, LLC | 4.39% | Reduce -1.3% | 259,904 | $6.7M |
| Arcadia Investment Advisors LLC | 3.20% | Reduce -4.9% | 256,272 | $6.6M |
| Firestone Capital Management | 1.41% | Add +3.3% | 254,350 | $6.5M |
| Ellevest, Inc. | 0.93% | Reduce -2.1% | 252,455 | $6.5M |
| Seaside Wealth Management, Inc. | 1.93% | Add +3.8% | 252,400 | $6.5M |
| Destination Wealth Management | 0.18% | Reduce -6.5% | 251,035 | $6.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -0.4% | 249,352 | $6.4M |
| Graver Capital Management, LLC | 5.37% | Reduce -4.7% | 247,883 | $6.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.63% | Reduce -1.3% | 247,046 | $6.4M |
| SeaCrest Wealth Management, LLC | 0.66% | Add +0.5% | 242,270 | $6.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 243,897 | $6.3M |
| Summit Wealth & Retirement Planning, Inc. | 1.52% | Add +0.3% | 240,670 | $6.2M |
| ProVise Management Group, LLC | 0.45% | Reduce -3.4% | 238,163 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +2.3% | 235,306 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.5% | 234,062 | $6.0M |
| Savvy Advisors, Inc. | 0.28% | Add +3.7% | 233,691 | $6.0M |
| KCM Investment Advisors LLC | 0.19% | Add +0.0% | 232,950 | $6.0M |
| One Charles Private Wealth Services, LLC | 1.56% | Add +1.2% | 230,943 | $5.9M |
| Asset Allocation & Management Company, LLC | 2.52% | No change | 230,624 | $5.9M |
| Debussy Capital Management LP | 0.84% | Add +11.4% | 230,552 | $5.9M |
| Altfest L J & Co. Inc. | 0.66% | Reduce -0.1% | 228,377 | $5.9M |
| Hartmann Taylor Wealth Management, LLC | 4.21% | No change | 228,179 | $5.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Add +87.6% | 225,116 | $5.8M |
| Diversified Portfolios, Inc. | 0.49% | Add +0.5% | 215,457 | $5.5M |
| Bawa N Mallick Trust | 2.06% | No change | 212,190 | $5.5M |
| Stratos Investment Management, LLC | 0.22% | Reduce -4.8% | 211,993 | $5.5M |
| Successful Portfolios LLC | 3.18% | Add +0.6% | 211,942 | $5.4M |
| Summit Trail Advisors, LLC | 0.07% | Reduce -0.9% | 210,586 | $5.4M |
| Cordant, Inc. | 2.43% | Reduce -0.4% | 209,698 | $5.4M |
| OneAscent Financial Services LLC | 0.36% | Add +10.5% | 208,955 | $5.4M |
| Midwestern Financial, LLC | 4.60% | Reduce -16.6% | 208,456 | $5.4M |
| Seed Wealth Management, Inc. | 3.69% | Reduce -8.2% | 208,063 | $5.3M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.3% | 205,067 | $5.3M |
| Blueprint Investment Partners LLC | 0.74% | Add +10.7% | 205,051 | $5.3M |
| Pullen Investment Management, LLC | 2.81% | Add +0.0% | 201,522 | $5.2M |
| NYL Investors LLC | 1.77% | Add +0.1% | 200,066 | $5.1M |
| Maridea Wealth Management LLC | 0.80% | Reduce -2.5% | 198,335 | $5.1M |
| Venture Visionary Partners LLC | 0.17% | Add +0.1% | 197,049 | $5.1M |
| Berkshire Asset Management LLC | 0.21% | Reduce -0.6% | 195,872 | $5.0M |
| Alpha Omega Wealth Management LLC | 0.84% | Reduce -7.2% | 195,768 | $5.0M |
| Chesapeake Wealth Management | 1.53% | Reduce -3.6% | 195,348 | $5.0M |
| Farnam Financial LLC | 3.89% | Reduce -4.6% | 194,708 | $5.0M |
| Ieq Capital, LLC | 0.02% | Add +60.5% | 193,932 | $5.0M |
| Whitener Capital Management, Inc. | 1.19% | Reduce -2.7% | 193,856 | $5.0M |
| Wbi Investments, LLC | 1.27% | Reduce -4.7% | 193,665 | $5.0M |
| Crestwood Advisors Group, LLC | 0.08% | Add +0.6% | 192,615 | $5.0M |
| Avant Capital LLC | 3.46% | Reduce -1.1% | 191,408 | $4.9M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -4.5% | 190,773 | $4.9M |
| Cambridge Financial Group, LLC | 1.58% | Add +0.3% | 190,393 | $4.9M |
| Blueprint Financial Advisors LLC | 1.06% | Reduce -6.3% | 190,250 | $4.9M |
| Compass Ion Advisors, LLC | 0.47% | Reduce -1.9% | 189,418 | $4.9M |
| Joule Financial, LLC | 1.45% | Reduce -1.1% | 187,757 | $4.8M |
| Ritholtz Wealth Management | 0.09% | Reduce -7.1% | 187,750 | $4.8M |
| James Investment Research, Inc. | 0.52% | Add +15.2% | 185,583 | $4.8M |
| Granite Investment Partners, LLC | 0.27% | No change | 184,918 | $4.8M |
| Aspiring Ventures, LLC | 1.72% | Add +11.9% | 184,809 | $4.8M |
| Cozad Asset Management Inc. | 0.38% | No change | 184,089 | $4.7M |
| MBA Advisors LLC | 2.01% | Reduce -1.9% | 183,417 | $4.7M |
| Clear Point Advisors Inc. | 3.65% | Reduce -1.1% | 182,729 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.3% | 179,023 | $4.6M |
| Kiley Juergens Wealth Management, LLC | 1.00% | Reduce -1.2% | 176,637 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -20.9% | 170,873 | $4.5M |
| Highland Capital Management, LLC | 0.22% | Reduce -0.2% | 172,248 | $4.4M |
| Long Island Wealth Management, Inc. | 2.13% | Add +0.1% | 170,328 | $4.4M |
| Novare Capital Management LLC | 0.33% | Add +0.3% | 169,749 | $4.4M |
| Donaldson Capital Management, LLC | 0.14% | Add +3.9% | 168,588 | $4.3M |
| ELCO Management Co., LLC | 2.26% | Add +15.9% | 168,506 | $4.3M |
| Klingenstein Fields & Co. LP | 0.16% | New | 167,274 | $4.3M |
| Opus Capital Group, LLC | 0.48% | Add +1.0% | 164,771 | $4.2M |
| US Bancorp \de | 0.01% | Add +40.9% | 162,486 | $4.2M |
| Planning Alternatives Ltd. | 0.53% | Reduce -3.2% | 161,982 | $4.2M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 161,814 | $4.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -2.6% | 161,679 | $4.2M |
| Naples Global Advisors, LLC | 0.32% | Add +1.4% | 160,901 | $4.1M |
| Aspire Capital Advisors LLC | 1.02% | Reduce -1.0% | 160,337 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -0.4% | 158,700 | $4.1M |
| Silver Oak Advisory Group, Inc. | 1.85% | Reduce -3.2% | 158,704 | $4.1M |
| CRA Financial Services, LLC | 0.56% | Reduce -4.7% | 158,258 | $4.1M |
| Avalon Advisory Group | 1.65% | Reduce -0.7% | 157,915 | $4.1M |
| Signaturefd, LLC | 0.06% | Add +1.2% | 157,460 | $4.0M |
| Milestones Private Investment Advisors LLC | 2.75% | Add +3.1% | 156,588 | $4.0M |
| Rosenberg Matthew Hamilton | 0.87% | Reduce -0.8% | 156,548 | $4.0M |
| Tortoise Investment Management, LLC | 0.35% | Add +0.2% | 154,556 | $4.0M |
| WealthCollab, LLC | 1.80% | Add +0.0% | 152,217 | $3.9M |
| PFG Advisors | 0.16% | New | 151,317 | $3.9M |
| Cypress Point Wealth Management, LLC | 0.78% | Reduce -7.7% | 150,524 | $3.9M |
| Chapman Financial Group, LLC | 2.67% | Add +29.3% | 150,008 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +27.4% | 149,208 | $3.8M |
| Brio Consultants, LLC | 0.53% | Add +0.7% | 149,181 | $3.8M |
| Independent Solutions Wealth Management, LLC | 0.68% | Add +0.6% | 148,447 | $3.8M |
| Sigma Investment Counselors Inc. | 0.20% | Add +2.3% | 148,048 | $3.8M |
| Advus Financial Partners, LLC | 0.91% | Reduce -12.8% | 147,229 | $3.8M |
| Koshinski Asset Management, Inc. | 0.27% | Add +0.4% | 144,790 | $3.7M |
| L. Roy Papp & Associates, LLP | 0.42% | Reduce -1.0% | 144,624 | $3.7M |
| Global Retirement Partners, LLC | 0.08% | Add +11.2% | 144,226 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | Reduce -18.9% | 143,090 | $3.7M |
| Game Plan Financial Advisors, LLC | 1.68% | Reduce -4.2% | 142,706 | $3.7M |
| Spreng Capital Management, Inc. | 1.50% | Reduce -1.5% | 142,222 | $3.7M |
| BCS Wealth Management | 0.82% | Add +9.0% | 141,141 | $3.6M |
| Archer Investment Management, LLC | 2.20% | Reduce -6.0% | 139,574 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +1.8% | 139,319 | $3.6M |
| Belpointe Asset Management LLC | 0.14% | Add +102.3% | 138,864 | $3.6M |
| Pineridge Advisors LLC | 1.01% | Reduce -1.8% | 137,768 | $3.5M |
| Cambridge Advisors Inc. | 0.69% | Reduce -0.3% | 136,693 | $3.5M |
| Salem Investment Counselors Inc. | 0.10% | Add +24.0% | 135,412 | $3.5M |
| RVW Wealth, LLC | 0.27% | Add +0.1% | 135,286 | $3.5M |
| Lokken Investment Group LLC | 1.17% | Add +0.0% | 132,604 | $3.4M |
| Krilogy Financial LLC | 0.13% | Reduce -13.0% | 130,316 | $3.4M |
| Carret Asset Management, LLC | 0.33% | Add +2.4% | 130,937 | $3.4M |
| Sachetta, LLC | 1.25% | Add +0.2% | 130,208 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +9.7% | 129,375 | $3.3M |
| Asset Dedication, LLC | 0.22% | Reduce -4.9% | 128,905 | $3.3M |
| Choreo, LLC | 0.04% | Reduce -0.2% | 128,664 | $3.3M |
| Intrua Financial, LLC | 0.39% | Reduce -2.3% | 128,399 | $3.3M |
| Axos Invest Inc. | 2.46% | Reduce -20.0% | 127,576 | $3.3M |
| C M Bidwell & Associates Ltd. | 1.58% | Add +0.0% | 127,413 | $3.3M |
| Smith, Moore & Co. | 0.25% | Add +0.7% | 127,320 | $3.3M |
| Thrive Wealth Management, LLC | 0.49% | Add +4.9% | 127,295 | $3.3M |
| Wilkins Miller Wealth Management, LLC | 2.01% | Add +1.9% | 126,217 | $3.2M |
| RTD Financial Advisors, Inc. | 0.39% | Reduce -7.3% | 125,830 | $3.2M |
| Financial Designs Corp | 1.87% | Reduce -6.5% | 123,076 | $3.2M |
| FAS Wealth Partners, Inc. | 0.22% | Add +2.0% | 124,303 | $3.2M |
| West Paces Advisors Inc. | 0.63% | Reduce -2.4% | 123,028 | $3.2M |
| DHJJ Financial Advisors, Ltd. | 1.07% | Add +4.2% | 122,956 | $3.2M |
| Wealth Group Ltd | 0.72% | Reduce -12.3% | 120,799 | $3.1M |
| Topsail Wealth Management, LLC | 0.52% | Add +0.1% | 120,563 | $3.1M |
| Financial Consulate, Inc. | 0.44% | Add +2.5% | 120,210 | $3.1M |
| Rialto Wealth Management, LLC | 0.79% | Reduce -1.3% | 119,814 | $3.1M |
| Planned Solutions, Inc. | 1.07% | Add +1.3% | 119,538 | $3.1M |
| SageView Advisory Group, LLC | 0.11% | Reduce -6.3% | 119,408 | $3.1M |
| Elevation Wealth Partners, LLC | 1.09% | Add +0.0% | 117,812 | $3.0M |
| Triangle Securities Wealth Management | 0.68% | Add +0.4% | 117,174 | $3.0M |
| Mission Wealth Management, LP | 0.06% | Add +159.4% | 116,417 | $3.0M |
| Cherry Tree Wealth Management, LLC | 0.66% | Reduce -4.4% | 116,246 | $3.0M |
| Skyline Advisors, Inc. | 1.03% | Add +0.1% | 116,060 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.5% | 115,107 | $3.0M |
| Mayfair Advisory Group, LLC | 1.27% | Add +1.4% | 114,978 | $3.0M |
| Tudor Investment Corporation | 0.02% | Reduce -44.2% | 114,279 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +2.6% | 112,303 | $2.9M |
| Lincoln Capital Corp. | 1.04% | Reduce -1.9% | 111,853 | $2.9M |
| Tiaa Trust, National Association | 0.01% | Add +2.6% | 111,605 | $2.9M |
| ZWJ Investment Counsel Inc. | 0.10% | Reduce -7.1% | 111,544 | $2.9M |
| Cathy Pareto & Associates, Inc. | 2.16% | Reduce -4.1% | 111,537 | $2.9M |
| Cross Staff Investments Inc | 2.00% | Add +3.7% | 111,515 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Add +1.2% | 110,506 | $2.8M |
| Penney Financial, LLC | 1.27% | Add +5.8% | 110,248 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -53.8% | 110,027 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 108,365 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -1.3% | 107,991 | $2.8M |
| Bank of Montreal | 0.00% | Add +0.8% | 107,947 | $2.8M |
| Gleason Group, Inc. | 0.28% | Add +2.8% | 106,959 | $2.7M |
| Elser Financial Planning, Inc | 3.28% | Reduce -2.8% | 105,347 | $2.7M |
| Boltwood Capital Management | 0.72% | Reduce -3.0% | 105,750 | $2.7M |
| Ironwood Wealth Management, LLC. | 0.91% | Reduce -13.4% | 105,270 | $2.7M |
| Whitegate Investment Counselors, Inc. | 0.89% | Add +0.9% | 105,107 | $2.7M |
| YHB Investment Advisors, Inc. | 0.20% | Add +5.6% | 105,018 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Add +7.9% | 104,571 | $2.7M |
| Medallion Wealth Advisors, LLC | 0.95% | Add +10.9% | 103,986 | $2.7M |
| Jackson Hole Capital Partners, LLC | 0.45% | Add +0.0% | 103,431 | $2.7M |
| waypoint wealth counsel | 1.04% | Add +2.5% | 102,487 | $2.6M |
| Red Tortoise LLC | 1.15% | Add +0.1% | 101,989 | $2.6M |
| Values Added Financial LLC | 1.16% | Reduce -0.2% | 101,801 | $2.6M |
| Noble Family Wealth, LLC | 0.58% | Add +36.9% | 101,728 | $2.6M |
| Foster Group, Inc. | 0.08% | Add +0.9% | 101,533 | $2.6M |
| Modera Wealth Management, LLC | 0.03% | Reduce -10.8% | 101,317 | $2.6M |
| Angeles Wealth Management, LLC | 0.16% | No change | 100,227 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Add +0.4% | 100,043 | $2.6M |
| Segment Wealth Management, LLC | 0.15% | Reduce -0.6% | 99,924 | $2.6M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -4.4% | 99,829 | $2.6M |
| Optima Capital LLC | 1.24% | Add +5.8% | 99,343 | $2.6M |
| Mather Group, Llc. | 0.03% | Reduce -3.3% | 97,528 | $2.5M |
| Great Waters Wealth Management | 0.30% | Reduce -1.5% | 97,173 | $2.5M |
| Csenge Advisory Group | 0.12% | Reduce -21.7% | 97,144 | $2.5M |
| BOK Financial Private Wealth, Inc. | 0.16% | Reduce -0.2% | 96,572 | $2.5M |
| Essex LLC | 0.45% | Reduce -1.3% | 95,762 | $2.5M |
| Mason & Associates, LLC | 0.62% | No change | 103,162 | $2.5M |
| Asset Management Group, Inc. | 0.40% | Add +0.3% | 95,426 | $2.5M |
| Prestige Wealth Management Group LLC | 0.47% | Reduce -0.0% | 95,347 | $2.5M |
| Ridgewood Investments LLC | 1.03% | Add +28.1% | 94,902 | $2.4M |
| CX Institutional | 0.07% | Add +5.5% | 94,687 | $2.4M |
| Elm Partners Management LLC | 0.12% | Add +5.5% | 94,412 | $2.4M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Reduce -1.4% | 94,386 | $2.4M |
| Integrity Alliance, Llc. | 0.11% | Reduce -1.8% | 93,653 | $2.4M |
| Keybank National Association | 0.01% | Reduce -3.8% | 92,758 | $2.4M |
| Souders Financial Advisors | 0.28% | Reduce -6.0% | 92,580 | $2.4M |
| Geometric Wealth Advisors | 0.31% | Add +1.2% | 90,750 | $2.3M |
| Financial Management Professionals, Inc. | 0.24% | Reduce -7.8% | 90,227 | $2.3M |
| Holderness Investments Co. | 0.47% | Reduce -5.0% | 90,203 | $2.3M |
| Ami Investment Management Inc. | 0.54% | Reduce -7.4% | 89,713 | $2.3M |
| &partners | 0.01% | Add +4.0% | 89,450 | $2.3M |
| Weik Capital Management | 0.85% | Reduce -2.4% | 88,995 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +1.1% | 88,914 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.28% | Add +1.6% | 88,736 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Reduce -3.5% | 88,247 | $2.3M |
| Texas Yale Capital Corp. | 0.07% | No change | 88,351 | $2.3M |
| Adams Wealth Management | 0.49% | Reduce -22.3% | 88,227 | $2.3M |
| CacheTech Inc. | 0.46% | Reduce -22.3% | 88,227 | $2.3M |
| Howe & Rusling Inc. | 0.16% | Reduce -4.1% | 88,134 | $2.3M |
| SOL Capital Management CO | 0.20% | Reduce -30.3% | 88,036 | $2.3M |
| McCarthy Asset Management, Inc. | 1.45% | Reduce -0.3% | 87,815 | $2.3M |
| Bigelow Investment Advisors, LLC | 0.90% | Reduce -0.4% | 87,238 | $2.2M |
| Operose Advisors LLC | 0.56% | Add +0.2% | 86,989 | $2.2M |
| Abacus Planning Group, Inc. | 0.31% | Reduce -1.1% | 86,429 | $2.2M |
| Traphagen Investment Advisors LLC | 0.19% | Reduce -0.1% | 86,428 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Add +6.0% | 86,257 | $2.2M |
| ARK & TLK Investments, LLC | 0.70% | No change | 85,569 | $2.2M |
| Van Cleef Asset Management,Inc | 0.22% | No change | 84,793 | $2.2M |
| Hendershot Investments Inc. | 0.27% | Reduce -2.0% | 84,061 | $2.2M |
| Midwest Capital Advisors, LLC | 1.04% | Reduce -7.7% | 84,030 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Reduce -3.5% | 82,651 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 83,776 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.3% | 83,749 | $2.2M |
| Barden Capital Management, Inc. | 1.78% | Reduce -5.9% | 83,517 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.3% | 82,824 | $2.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.47% | No change | 81,939 | $2.1M |
| D'Orazio & Associates, Inc. | 0.28% | No change | 81,745 | $2.1M |
| Capital Advisors Inc. | 0.03% | Reduce -1.6% | 80,954 | $2.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.73% | Add +3.0% | 80,899 | $2.1M |
| Silver Oak Securities, Incorporated | 0.15% | Add +2.0% | 80,401 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -4.8% | 80,356 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -18.8% | 79,795 | $2.1M |
| HUB Investment Partners, LLC | 0.08% | Reduce -0.1% | 79,698 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +311.8% | 78,830 | $2.0M |
| J Hagan Capital, Inc. | 1.22% | Add +3.5% | 78,486 | $2.0M |
| Callahan Advisors, LLC | 0.17% | Add +20.1% | 78,338 | $2.0M |
| Aspiriant, LLC | 0.06% | No change | 77,840 | $2.0M |
| Exchange Bank | 1.38% | No change | 77,350 | $2.0M |
| Modus Advisors, LLC | 0.54% | Reduce -0.3% | 77,284 | $2.0M |
| Regent Peak Wealth Advisors LLC | 0.40% | — | 77,259 | $2.0M |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.3% | 77,047 | $2.0M |
| Kera Capital Partners, Inc. | 0.30% | Reduce -8.6% | 76,533 | $2.0M |
| WFA of San Diego, LLC | 1.34% | Reduce -0.8% | 76,350 | $2.0M |
| Gradient Capital Advisors, LLC | 0.53% | Reduce -2.7% | 76,314 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +19.8% | 76,270 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.5% | 75,990 | $2.0M |
| Glenmede Investment Management, LP | 0.01% | Reduce -1.1% | 75,928 | $2.0M |
| Curi Capital, LLC | 0.04% | Reduce -0.0% | 75,849 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.4% | 75,741 | $1.9M |
| Selective Wealth Management, Inc. | 0.61% | No change | 73,712 | $1.9M |
| Sawgrass Asset Management LLC | 0.23% | Add +0.9% | 73,190 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +0.1% | 72,886 | $1.9M |
| Peachtree Investment Partners, LLC | 0.65% | Reduce -0.2% | 72,838 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +2.9% | 71,590 | $1.8M |
| Creegan & Nassoura Financial Group, LLC | 1.19% | Reduce -0.3% | 71,420 | $1.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.67% | Reduce -3.8% | 71,258 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Reduce -28.2% | 71,074 | $1.8M |
| Luminvest Wealth Management LLC | 0.59% | Reduce -12.4% | 70,978 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -6.5% | 70,637 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.39% | Reduce -2.1% | 69,764 | $1.8M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -1.4% | 69,606 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -3.7% | 69,475 | $1.8M |
| Fiduciary Group, LLC | 0.16% | Reduce -0.5% | 69,371 | $1.8M |
| Blossom Wealth Management | 2.87% | Add +1.4% | 68,990 | $1.8M |
| North Forty Two & Co. | 1.72% | Reduce -0.9% | 68,666 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.27% | Reduce -3.3% | 68,637 | $1.8M |
| B&D White Capital Company, LLC | 0.22% | Add +6.6% | 67,881 | $1.7M |
| CGN Advisors LLC | 0.14% | Reduce -1.5% | 67,767 | $1.7M |
| Main Street Group, LTD | 0.55% | Reduce -2.5% | 67,039 | $1.7M |
| Eley Financial Management, Inc | 0.62% | Reduce -3.9% | 66,821 | $1.7M |
| S.A. Mason LLC | 0.76% | Add +0.1% | 66,765 | $1.7M |
| FSM Wealth Advisors, LLC | 0.24% | Add +0.1% | 66,681 | $1.7M |
| LexAurum Advisors, LLC | 0.24% | Reduce -33.7% | 66,332 | $1.7M |
| BSW Wealth Partners | 0.21% | Reduce -3.9% | 66,151 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +501.4% | 65,798 | $1.7M |
| RKL Wealth Management LLC | 0.14% | Reduce -1.3% | 64,737 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.6% | 64,088 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Reduce -1.7% | 64,053 | $1.6M |
| Missouri Trust & Investment Co | 0.49% | Reduce -0.0% | 63,990 | $1.6M |
| Earned Wealth Advisors, LLC | 0.27% | Reduce -0.0% | 63,925 | $1.6M |
| Financial Futures Ltd Liability Co. | 0.79% | Add +11.0% | 63,634 | $1.6M |
| SVB Wealth LLC | 0.09% | Reduce -2.2% | 63,490 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 63,206 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +130850.0% | 62,856 | $1.6M |
| Meritage Portfolio Management | 0.11% | Reduce -7.2% | 62,124 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +3.4% | 62,096 | $1.6M |
| Everstar Asset Management, LLC | 0.90% | Reduce -1.6% | 62,023 | $1.6M |
| Disciplined Investments, LLC | 0.63% | No change | 61,871 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +1.2% | 61,310 | $1.6M |
| REDW Wealth LLC | 0.59% | Reduce -0.2% | 61,163 | $1.6M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.1% | 60,653 | $1.6M |
| SpringVest Wealth Management LLC | 1.14% | Add +26.7% | 60,247 | $1.5M |
| Bogart Wealth, LLC | 0.06% | Add +0.1% | 60,176 | $1.5M |
| Bailard, Inc. | 0.03% | Reduce -5.1% | 60,158 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +87.2% | 59,890 | $1.5M |
| Fonville Wealth Management LLC | 0.34% | Reduce -3.6% | 58,915 | $1.5M |
| Larson Financial Group LLC | 0.05% | Reduce -8.4% | 58,059 | $1.5M |
| Belvedere Trading LLC | 0.12% | Add +13.7% | 57,954 | $1.5M |
| Wealth Architects, LLC | 0.14% | Reduce -2.6% | 57,845 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -2.6% | 57,650 | $1.5M |
| Westbourne Investments, Inc. | 0.71% | Reduce -15.7% | 55,786 | $1.5M |
| Integrated Advisors Network LLC | 0.06% | Reduce -10.2% | 57,460 | $1.5M |
| Signature Resources Capital Management, LLC | 0.81% | Reduce -0.2% | 57,452 | $1.5M |
| Riverchase Wealth Management, LLC | 0.83% | No change | 57,249 | $1.5M |
| Morling Financial Advisors, LLC | 0.49% | Reduce -1.3% | 57,069 | $1.5M |
| Guardian Wealth Management, Inc. | 0.87% | Reduce -2.8% | 57,007 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 56,646 | $1.5M |
| Farrow Financial, Inc. | 0.84% | Add +45.9% | 56,612 | $1.5M |
| VERITY Wealth Advisors | 0.91% | No change | 56,088 | $1.4M |
| Brookwood Investment Group LLC | 0.19% | Reduce -4.5% | 55,948 | $1.4M |
| PDS Planning, Inc | 0.10% | Add +0.1% | 55,627 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.45% | Add +10.2% | 55,330 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.5% | 55,171 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.15% | No change | 55,028 | $1.4M |
| Freedom Financial Partners LLC | 0.54% | Reduce -3.1% | 54,793 | $1.4M |
| RMG Wealth Management LLC | 0.20% | Add +2.1% | 54,525 | $1.4M |
| Trust Co. of Vermont | 0.06% | No change | 54,678 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.55% | Reduce -5.0% | 54,623 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -8.6% | 54,012 | $1.4M |
| Shorepoint Capital Partners LLC | 0.27% | — | 53,664 | $1.4M |
| Seascape Capital Management | 0.40% | Add +3.9% | 53,633 | $1.4M |
| Pasadena Private Wealth, LLC | 0.20% | Reduce -2.4% | 53,299 | $1.4M |
| Clark Asset Management, LLC | 0.16% | Add +0.1% | 53,257 | $1.4M |
| Attessa Capital LLC | 0.81% | Reduce -0.2% | 53,143 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.7% | 52,884 | $1.4M |
| World Investment Advisors | 0.03% | Add +1.4% | 52,519 | $1.4M |
| Independent Advisor Alliance | 0.04% | Reduce -4.2% | 52,468 | $1.3M |
| Physician Wealth Solutions Inc. | 0.59% | Reduce -0.1% | 52,448 | $1.3M |
| Warm Springs Advisors Inc. | 1.02% | New | 52,180 | $1.3M |
| Grant Street Asset Management, Inc. | 0.28% | Reduce -0.1% | 51,435 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +626.4% | 50,881 | $1.3M |
| Envision Financial LLC | 0.75% | Reduce -0.1% | 50,703 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.57% | Reduce -2.4% | 50,529 | $1.3M |
| Keebeck Wealth Management | 0.15% | Add +0.0% | 49,969 | $1.3M |
| Lionshead Wealth Management, LLC | 0.99% | No change | 48,786 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.24% | Reduce -0.7% | 48,783 | $1.3M |
| Hurley Capital, LLC | 0.70% | Add +0.3% | 48,598 | $1.2M |
| BNC Wealth Management, LLC | 0.31% | Reduce -7.5% | 48,458 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.75% | Add +0.0% | 48,094 | $1.2M |
| Foresight Capital Management Advisors, Inc. | 0.69% | Add +0.3% | 47,451 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Add +0.6% | 47,421 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Reduce -0.1% | 47,253 | $1.2M |
| Smith & Howard Wealth Management, LLC | 0.28% | Reduce -0.8% | 47,036 | $1.2M |
| Penobscot Investment Management Company, Inc. | 0.09% | Reduce -5.3% | 46,920 | $1.2M |
| Midwest Financial Group LLC | 0.57% | Add +0.3% | 46,768 | $1.2M |
| Wealthstream Advisors, Inc. | 0.18% | Add +15.2% | 45,903 | $1.2M |
| Tompkins Financial Corp. | 0.10% | No change | 45,722 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Reduce -8.4% | 45,552 | $1.2M |
| L.K. Benson & Company, P.C. | 0.63% | Add +1.3% | 45,285 | $1.2M |
| Marex Group Ltd | 0.01% | New | 45,158 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Add +3.1% | 44,952 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 44,622 | $1.1M |
| Evermay Wealth Management LLC | 0.13% | Reduce -13.1% | 44,525 | $1.1M |
| Oarsman Capital, Inc. | 0.16% | Add +7.9% | 44,438 | $1.1M |
| Plancorp, LLC | 0.04% | Reduce -2.5% | 44,252 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.23% | No change | 44,173 | $1.1M |
| Smith Salley Wealth Management | 0.06% | Reduce -9.8% | 43,968 | $1.1M |
| Colorado Capital Management, Inc. | 0.43% | Add +0.6% | 43,305 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +9438.5% | 43,114 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 43,114 | $1.1M |
| Twelve Points Wealth Management LLC | 0.27% | No change | 42,718 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +18.9% | 42,503 | $1.1M |
| Burkett Financial Services, LLC | 0.38% | Add +0.5% | 42,339 | $1.1M |
| Mengis Capital Management, Inc. | 0.21% | Add +0.1% | 42,246 | $1.1M |
| Chilton Capital Management LLC | 0.04% | Reduce -3.7% | 42,217 | $1.1M |
| Fulcrum Equity Management | 1.10% | Add +0.8% | 42,121 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +0.5% | 41,916 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Add +0.2% | 41,817 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.30% | New | 41,648 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +8.2% | 41,055 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +1.4% | 40,927 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Add +10.8% | 40,894 | $1.1M |
| Altus Wealth Group LLC | 0.43% | New | 40,845 | $1.1M |
| Summit Place Financial Advisors, LLC | 0.49% | Add +1.1% | 40,789 | $1.0M |
| Cornerstone Capital, Inc. | 0.10% | New | 40,678 | $1.0M |
| Barrett & Company, Inc. | 0.36% | Reduce -2.3% | 40,581 | $1.0M |
| Diversify Wealth Management, LLC | 0.06% | Add +0.9% | 39,670 | $1.0M |
| FF Advisors,LLC | 0.50% | Reduce -3.7% | 40,513 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -0.6% | 40,350 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 40,342 | $1.0M |
| Evanson Asset Management, LLC | 0.06% | Add +8.9% | 40,135 | $1.0M |
| Waterloo Capital, L.P. | 0.08% | Add +0.2% | 40,073 | $1.0M |
| Northern Capital Management, Inc. | 0.56% | Add +3.7% | 39,900 | $1.0M |
| BlueStem Wealth Partners, LLC | 0.12% | Reduce -2.3% | 39,847 | $1.0M |
| Waycross Investment Management Co | 1.04% | Add +0.0% | 39,776 | $1.0M |
| Indie Asset Partners, LLC | 1.36% | No change | 39,773 | $1.0M |
| Tandem Investment Partners LLC | 0.84% | Reduce -1.6% | 39,573 | $1.0M |
| Premier Path Wealth Partners, LLC | 0.13% | Add +1.3% | 38,907 | $1.0M |
| Ironwood Financial, llc | 0.18% | Reduce -0.2% | 38,752 | $996K |
| Legacy Wealth Management, LLC | 0.06% | Add +1.8% | 38,461 | $989K |
| Country Trust Bank | 0.02% | No change | 38,250 | $983K |
| CAP Partners, LLC | 0.56% | Reduce -2.2% | 38,212 | $982K |
| One Day In July LLC | 0.08% | Add +8.8% | 37,997 | $977K |
| Diligent Investors, LLC | 0.25% | Reduce -9.5% | 37,921 | $975K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 37,577 | $966K |
| High Probability Advisors, LLC | 0.13% | Add +2.8% | 37,326 | $960K |
| Franklin Resources Inc. | 0.00% | Add +48.2% | 36,880 | $948K |
| Phocas Financial Corp. | 0.12% | No change | 36,417 | $936K |
| Diversified Trust Co. | 0.02% | Add +2.5% | 36,409 | $936K |
| One Wealth Management Investment & Advisory Services, LLC | 1.08% | Add +7.9% | 36,231 | $932K |
| Burton Enright Welch | 0.14% | Reduce -0.9% | 36,225 | $931K |
| MainStreet Investment Advisors LLC | 0.13% | No change | 36,225 | $931K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 36,225 | $931K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -2.0% | 36,052 | $929K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +0.1% | 35,781 | $920K |
| Aegis Wealth Management LLC | 0.48% | Add +2.2% | 34,948 | $899K |
| Crewe Advisors LLC | 0.09% | Add +0.4% | 34,743 | $893K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 34,485 | $887K |
| Consilium Wealth Advisory, LLC | 0.34% | No change | 34,470 | $886K |
| Hudock, Inc. | 0.13% | Reduce -0.8% | 34,360 | $883K |
| Mason & Associates Inc | 0.18% | Add +0.0% | 34,115 | $877K |
| DecisionMap Wealth Management, LLC | 0.56% | No change | 34,040 | $875K |
| LaSalle St. Investment Advisors, LLC | 0.16% | No change | 33,687 | $866K |
| DecisionPoint Financial, LLC | 0.20% | No change | 33,423 | $862K |
| Costello Asset Management, INC | 0.29% | Reduce -1.7% | 33,421 | $859K |
| Northwest Capital Management Inc | 0.90% | No change | 33,408 | $859K |
| Traction Financial Partners, LLC | 0.53% | Add +15.2% | 33,301 | $856K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.8% | 33,212 | $854K |
| OneAscent Wealth Management LLC | 0.29% | Reduce -2.6% | 33,182 | $853K |
| Mission Creek Capital Partners, Inc. | 0.17% | Add +0.2% | 33,173 | $853K |
| Marquette Associates, Inc. | 1.03% | Reduce -5.8% | 33,142 | $852K |
| Next Capital Management LLC | 0.28% | Add +0.3% | 33,021 | $849K |
| Wealthgarden F.S. LLC | 0.61% | Add +38.9% | 32,748 | $848K |
| Westmount Partners, LLC | 0.22% | Reduce -1.5% | 32,802 | $846K |
| Apex Wealth Management, LLC | 0.60% | Reduce -35.6% | 32,890 | $846K |
| Smartleaf Asset Management LLC | 0.05% | Add +4.1% | 32,716 | $839K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.7% | 32,541 | $837K |
| Sunpointe, LLC | 0.30% | Add +5.4% | 32,496 | $835K |
| Comerica Bank | 0.00% | Add +117.1% | 31,685 | $815K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 31,533 | $811K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.5% | 31,340 | $805K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -2.3% | 31,250 | $803K |
| Muirfield Wealth Advisors LLC | 0.60% | Add +0.3% | 31,248 | $803K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.5% | 31,214 | $803K |
| Wealthcare Capital Management LLC | 0.08% | Add +8.3% | 30,952 | $796K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -4.4% | 30,911 | $795K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 30,757 | $791K |
| Foundations Investment Advisors, LLC | 0.01% | Add +44.0% | 30,512 | $784K |
| Builder Investment Group Inc. | 0.18% | Add +1.0% | 30,437 | $783K |
| MCF Advisors LLC | 0.05% | Reduce -5.0% | 30,250 | $778K |
| My Personal CFO, LLC | 0.30% | Add +19.5% | 30,144 | $775K |
| Foundation Wealth Management, LLC\PA | 0.30% | No change | 30,144 | $775K |
| SouthState Bank Corp | 0.04% | Reduce -74.9% | 30,142 | $775K |
| Bantamac Capital, LLC | 0.58% | No change | 30,000 | $771K |
| Hills Bank & Trust Co | 0.05% | No change | 30,000 | $771K |
| Bowie Capital Management, LLC | 0.03% | No change | 30,000 | $771K |
| Callan Family Office, LLC | 0.02% | No change | 30,000 | $771K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +0.8% | 29,989 | $771K |
| Sterling Group Wealth Management, LLC | 0.38% | Add +0.3% | 29,927 | $769K |
| Continuum Wealth Advisors, LLC | 0.32% | Add +15.2% | 29,472 | $758K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +2.0% | 29,245 | $756K |
| North Star Investment Management Corp. | 0.05% | No change | 29,352 | $755K |
| Horizon Investment Services, LLC | 0.28% | Add +0.6% | 29,330 | $754K |
| Rehmann Capital Advisory Group | 0.04% | Add +4.3% | 28,942 | $744K |
| Beacon Capital Management, LLC | 0.11% | Add +2266.6% | 28,943 | $744K |
| Composition Wealth, LLC | 0.01% | Add +2.3% | 28,820 | $741K |
| Apollon Wealth Management, LLC | 0.01% | Add +15.8% | 28,641 | $736K |
| Twele Capital Management, Inc. | 0.13% | Reduce -2.7% | 28,383 | $730K |
| Wernau Asset Management Inc. | 0.75% | No change | 28,194 | $725K |
| Econ Financial Services Corp | 0.36% | Reduce -1.9% | 28,126 | $723K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -43.6% | 28,086 | $722K |
| R. W. Roge & Company, Inc. | 0.37% | Reduce -11.0% | 27,904 | $717K |
| Abound Wealth Management | 0.18% | Add +4.0% | 27,784 | $714K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 27,699 | $712K |
| Edge Financial Advisors LLC | 0.32% | Reduce -0.5% | 27,645 | $711K |
| Scott & Selber, Inc. | 0.18% | Add +10.7% | 27,431 | $705K |
| Denver PWM, LLC | 0.22% | No change | 29,523 | $704K |
| Root Financial Partners, LLC | 0.04% | Add +53.6% | 27,304 | $702K |
| Perennial Advisors, LLC | 0.12% | Add +0.2% | 27,244 | $700K |
| Reliant Wealth Planning | 0.23% | No change | 27,189 | $699K |
| Goelzer Investment Management, Inc. | 0.04% | Add +7.4% | 27,180 | $699K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Reduce -5.3% | 27,000 | $694K |
| AF Advisors, Inc. | 0.28% | Reduce -0.2% | 26,927 | $692K |
| Womack Financial LLC | 0.52% | Add +2.9% | 26,765 | $688K |
| Sightline Wealth Advisors, LLC | 0.31% | Add +10.9% | 26,688 | $686K |
| Advisor OS, LLC | 0.06% | Add +37.8% | 26,649 | $685K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -6.5% | 26,589 | $684K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -59.8% | 26,559 | $683K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -1.2% | 26,552 | $683K |
| McAdam, LLC | 0.03% | Reduce -3.9% | 26,513 | $682K |
| AE Wealth Management LLC | 0.00% | Add +4.1% | 26,498 | $681K |
| EWG Elevate Inc. | 0.21% | Reduce -26.0% | 26,470 | $681K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +4.6% | 26,386 | $678K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +0.3% | 26,081 | $671K |
| SteelPeak Wealth, LLC | 0.02% | Add +19.1% | 26,016 | $669K |
| Aletheian Wealth Advisors LLC | 0.31% | Add +0.0% | 25,862 | $665K |
| Sonora Investment Management Group, LLC | 0.05% | Add +54.6% | 25,671 | $660K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +5.5% | 25,610 | $658K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.5% | 25,306 | $651K |
| Aquire Wealth Advisors, LLC | 0.16% | No change | 25,261 | $649K |
| Summit Asset Management, LLC | 0.10% | Add +2.5% | 25,233 | $649K |
| Pinnacle Bancorp, Inc. | 0.19% | Reduce -1.3% | 25,092 | $645K |
| Shakespeare Wealth Management, LLC | 0.15% | No change | 25,089 | $645K |
| Hamilton Point Investment Advisors, LLC | 0.10% | Add +347.6% | 25,067 | $644K |
| Greenline Partners, LLC | 0.08% | Add +1.1% | 24,969 | $642K |
| OLIO Financial Planning | 0.19% | Reduce 0.0% | 24,781 | $637K |
| Annex Advisory Services, LLC | 0.01% | Reduce -6.0% | 24,715 | $635K |
| Hershey Financial Advisers, LLC | 0.54% | New | 24,504 | $630K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.5% | 24,452 | $629K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -76.0% | 24,183 | $622K |
| Rollins Financial Advisors, LLC | 0.09% | No change | 24,137 | $621K |
| Integris Wealth Management, LLC | 0.15% | No change | 24,107 | $620K |
| Three Bridge Wealth Advisors, LLC | 0.16% | Add +0.1% | 24,065 | $619K |
| Lanark Financial, Inc. | 0.05% | No change | 23,962 | $616K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 23,870 | $614K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 23,837 | $613K |
| Broadleaf Partners, LLC | 0.13% | Reduce -0.9% | 23,823 | $612K |
| Stone Summit Wealth LLC | 0.17% | Reduce -2.4% | 23,589 | $606K |
| IRON Financial LLC | 0.29% | Add +0.1% | 23,524 | $605K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.1% | 23,503 | $604K |
| GS Investments, Inc. | 0.30% | Reduce -7.9% | 23,370 | $601K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 23,304 | $597K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.8% | 23,140 | $595K |
| Waterford Advisors, LLC | 0.20% | Reduce -83.5% | 22,944 | $590K |
| Clay Northam Wealth Management, LLC | 0.33% | Reduce -3.2% | 22,671 | $583K |
| Blankinship & Foster, LLC | 0.13% | Add +0.0% | 22,573 | $580K |
| Custos Family Office, LLC | 0.33% | No change | 22,529 | $579K |
| Blue Trust, Inc. | 0.01% | Add +1.9% | 22,375 | $575K |
| Faithward Advisors, LLC | 0.09% | Reduce -0.3% | 22,328 | $574K |
| Schrum Private Wealth Management LLC | 0.42% | Add +24.7% | 22,257 | $572K |
| Foster & Motley Inc. | 0.03% | Reduce -7.6% | 22,126 | $569K |
| Vanguard Capital Wealth Advisors | 0.45% | Add +0.3% | 22,071 | $567K |
| Arkadios Wealth Advisors | 0.01% | Add +12.8% | 21,872 | $562K |
| Total Investment Management Inc. | 0.07% | Reduce -18.8% | 21,831 | $561K |
| Smithbridge Asset Management Inc. | 0.08% | Reduce -28.0% | 21,769 | $560K |
| Clarity Wealth Advisors, LLC | 0.12% | Reduce -0.7% | 21,768 | $560K |
| Naviter Wealth, LLC | 0.06% | No change | 21,696 | $558K |
| Argent Trust Co | 0.02% | No change | 21,636 | $556K |
| Heritage Financial Services, LLC | 0.05% | Reduce -0.7% | 21,613 | $556K |
| RIA Advisory Group LLC | 0.14% | Reduce -0.7% | 21,580 | $555K |
| Prepared Retirement Institute LLC | 0.29% | Add +0.2% | 21,555 | $554K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -41.6% | 21,537 | $554K |
| Heritage Oak Wealth Advisors LLC | 0.20% | Reduce -0.8% | 21,471 | $552K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -0.0% | 21,453 | $552K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -0.1% | 21,394 | $550K |
| Hirtle & Co., LLC | 0.02% | No change | 21,347 | $549K |
| SHUTTLEWORTH & Co | 0.50% | — | 21,267 | $547K |
| CreativeOne Wealth, LLC | 0.01% | Add +55.0% | 21,248 | $546K |
| Nwam LLC | 0.03% | Reduce -0.7% | 21,149 | $545K |
| Keener Financial Planning LLC | 0.25% | Add +0.7% | 21,153 | $543K |
| Shira Ridge Wealth Management | 0.23% | No change | 21,114 | $543K |
| Clearstead Advisors, LLC | 0.01% | Add +60.5% | 20,985 | $540K |
| Armbruster Capital Management, Inc. | 0.09% | Add +0.4% | 20,781 | $534K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -17.9% | 20,466 | $526K |
| Lederer & Associates Investment Counsel | 0.34% | Reduce -10.7% | 20,474 | $526K |
| Dock Street Asset Management Inc. | 0.05% | Reduce -45.0% | 20,367 | $524K |
| Magnus Financial Group LLC | 0.04% | Add +43.6% | 20,366 | $524K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +4372.2% | 20,125 | $517K |
| Isthmus Partners, LLC | 0.06% | New | 20,108 | $517K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.1% | 20,069 | $516K |
| Vise Technologies, Inc. | 0.02% | New | 19,865 | $511K |
| Morris Financial Concepts, Inc. | 0.18% | No change | 19,830 | $510K |
| Aull & Monroe Investment Management Corp | 0.26% | Add +1.1% | 19,783 | $509K |
| Black Diamond Financial, LLC | 0.06% | Add +0.2% | 19,752 | $508K |
| Harbor Asset Planning, Inc. | 0.45% | Reduce -11.2% | 19,649 | $505K |
| Seneca House Advisors | 0.20% | Add +3.7% | 19,495 | $501K |
| Sowell Financial Services LLC | 0.02% | Add +4.6% | 19,363 | $498K |
| Evergreen Capital Management LLC | 0.01% | No change | 19,325 | $497K |
| Baldwin Investment Management, LLC | 0.06% | Add +0.0% | 19,195 | $494K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -20.4% | 19,075 | $490K |
| Anchor Investment Management, LLC | 0.04% | No change | 19,025 | $489K |
| Gilbert & Cook, Inc. | 0.06% | No change | 18,979 | $488K |
| Vickerman Investment Advisors, Inc. | 0.10% | Add +0.6% | 18,978 | $488K |
| Aviance Capital Partners, LLC | 0.06% | No change | 18,963 | $488K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | Add +13.6% | 18,945 | $487K |
| Balefire, LLC | 0.10% | No change | 18,840 | $484K |
| Principal Securities, Inc. | 0.01% | Add +154.8% | 18,748 | $482K |
| Arlington Trust Co LLC | 0.09% | No change | 18,686 | $480K |
| Dakota Wealth Management | 0.01% | Reduce -8.3% | 18,633 | $479K |
| Lakeridge Wealth Management LLC | 0.21% | Reduce -0.3% | 18,621 | $479K |
| Hardin Capital Partners, LLC | 0.25% | No change | 18,487 | $475K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -0.0% | 18,456 | $475K |
| Revolve Wealth Partners, LLC | 0.06% | Add +0.1% | 18,408 | $473K |
| West Financial Advisors, LLC | 0.08% | Reduce -4.2% | 18,390 | $473K |
| Solutions 4 Wealth, Ltd | 0.73% | Add +0.1% | 18,382 | $473K |
| Werba Rubin Papier Wealth Management | 0.08% | New | 18,300 | $470K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -1.7% | 18,272 | $470K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.0% | 18,214 | $468K |
| Level Wealth Management LLC | 0.25% | Reduce -1.3% | 18,150 | $467K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +0.0% | 18,103 | $465K |
| Hardy Reed LLC | 0.03% | No change | 18,087 | $465K |
| Royal Capital Wealth Management, LLC | 0.29% | Add +0.0% | 18,086 | $465K |
| Everett Harris & Co. | 0.01% | Reduce -15.8% | 18,085 | $465K |
| Your Advocates Ltd., LLP | 0.16% | Add +0.3% | 18,075 | $465K |
| Regions Financial Corp. | 0.00% | No change | 18,051 | $464K |
| Shepherd Financial Partners LLC | 0.04% | Add +0.3% | 17,993 | $463K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -13.3% | 17,983 | $462K |
| Sage Rhino Capital LLC | 0.09% | Add +0.2% | 17,941 | $461K |
| Sage Financial Group Inc. | 0.03% | Add +0.6% | 17,891 | $460K |
| Apella Capital, LLC | 0.01% | Reduce -3.5% | 17,934 | $457K |
| Evoke Wealth, LLC | 0.01% | No change | 17,754 | $456K |
| Old North State Wealth Management, LLC | 0.21% | Add +0.1% | 17,726 | $456K |
| Jeppson Wealth Management, LLC | 0.15% | Add +12.8% | 17,702 | $455K |
| Two Sigma Investments, LP | 0.00% | No change | 17,700 | $455K |
| Resolute Advisors LLC | 0.12% | Add +0.2% | 17,596 | $452K |
| Garde Capital, Inc. | 0.02% | Reduce -3.3% | 17,527 | $451K |
| Fiducient Advisors LLC | 0.05% | Add +0.3% | 17,490 | $450K |
| Klingman & Associates, LLC | 0.02% | Add +0.2% | 17,432 | $448K |
| Barnes Wealth Management Group, Inc | 0.25% | Add +0.0% | 17,339 | $446K |
| Jamison Private Wealth Management, Inc. | 0.06% | Reduce -0.8% | 17,254 | $444K |
| FRG Family Wealth Advisors LLC | 0.07% | Add +7.8% | 17,071 | $439K |
| Gibson Capital, LLC | 0.08% | Add +0.0% | 17,017 | $438K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.3% | 17,015 | $437K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -2.5% | 16,976 | $436K |
| Accurate Wealth Management, LLC | 0.06% | No change | 17,000 | $435K |
| Fiduciary Alliance LLC | 0.03% | Reduce -10.0% | 16,827 | $433K |
| American Money Management, LLC | 0.07% | Reduce -0.9% | 16,800 | $432K |
| United Asset Strategies, Inc. | 0.03% | No change | 16,737 | $430K |
| Front Row Advisors LLC | 0.14% | No change | 16,726 | $430K |
| Murphy & Mullick Capital Management Corp | 0.32% | Add +1.5% | 16,517 | $425K |
| Trevian Wealth Management LLC | 0.23% | Reduce -3.4% | 16,490 | $424K |
| Perritt Capital Management Inc | 0.20% | Add +2.6% | 16,488 | $424K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +0.1% | 16,483 | $424K |
| Moseley Investment Management Inc. | 0.13% | No change | 16,476 | $424K |
| Jacobs & Co. | 0.04% | Reduce -0.9% | 16,442 | $422K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 16,398 | $422K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 16,260 | $418K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -28.1% | 16,178 | $416K |
| Neuberger Berman Group LLC | 0.00% | New | 16,043 | $412K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 15,900 | $409K |
| Live Oak Investment Partners | 0.27% | No change | 15,828 | $407K |
| Clarity Capital Advisors, LLC | 0.22% | Add +12.2% | 15,732 | $404K |
| Accredited Wealth Management, LLC | 0.30% | Add +1614.3% | 269,003 | $404K |
| Bill Few Associates, Inc. | 0.10% | Reduce -1.8% | 15,687 | $403K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +59.1% | 15,711 | $403K |
| Magnolia Capital Advisors LLC | 0.10% | Reduce -4.8% | 15,596 | $401K |
| PFG Investments, LLC | 0.02% | Add +0.3% | 15,507 | $399K |
| Balentine LLC | 0.01% | No change | 15,426 | $397K |
| Appleton Partners Inc. | 0.03% | Reduce -1.1% | 15,379 | $395K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Reduce -3.1% | 15,327 | $394K |
| Somerset Group LLC | 0.31% | Add +1.8% | 15,326 | $394K |
| Broadview Financial Management, LLC | 0.27% | Add +0.3% | 15,320 | $394K |
| John W. Brooker & Co., CPAs | 0.80% | Reduce -1.7% | 15,264 | $392K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 15,000 | $386K |
| Carolina Wealth Advisors, LLC | 0.17% | Add +12.8% | 15,000 | $386K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -0.2% | 14,984 | $385K |
| Winthrop Capital Management, LLC | 0.09% | Reduce -36.9% | 14,955 | $384K |
| Able Wealth Management LLC | 0.14% | No change | 14,929 | $384K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +8.9% | 14,887 | $383K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.0% | 14,775 | $380K |
| Pachira Investments Inc. | 0.21% | Reduce -8.3% | 14,670 | $377K |
| Precedent Wealth Partners, LLC | 0.08% | No change | 14,526 | $373K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 14,389 | $370K |
| North Berkeley Wealth Management, LLC | 0.29% | No change | 14,382 | $370K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Reduce -0.1% | 14,336 | $369K |
| GWN Securities Inc. | 0.09% | Reduce -48.9% | 14,309 | $368K |
| Independent Financial Group, LLC | 0.01% | No change | 14,303 | $368K |
| LifeSteps Financial, Inc. | 0.24% | Add +1.7% | 14,288 | $367K |
| Northstar Financial Companies, Inc. | 0.34% | New | 14,164 | $364K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.3% | 14,158 | $364K |
| Gainplan LLC | 0.15% | Reduce -2.9% | 14,157 | $364K |
| Versant Capital Management, Inc | 0.05% | Add +0.3% | 14,128 | $363K |
| Russell Investments Group, Ltd. | 0.00% | Add +42.3% | 14,120 | $363K |
| Essex Bank | 0.08% | Reduce -8.1% | 14,089 | $362K |
| Washburn Capital Management, Inc. | 0.20% | Reduce -42.5% | 14,040 | $361K |
| Daymark Wealth Partners, LLC | 0.01% | New | 14,025 | $361K |
| V. M. Manning & Co., Inc. | 0.33% | No change | 14,419 | $359K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 13,971 | $359K |
| ZynergyRetirementPlanningLLC | 0.22% | Add +0.1% | 13,868 | $357K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 13,859 | $356K |
| Alaska Wealth Advisors, LLC | 0.05% | Reduce -15.3% | 13,821 | $355K |
| Wedbush Securities Inc. | 0.01% | Reduce -25.5% | 13,807 | $355K |
| Liberty Wealth Management LLC | 0.05% | Add +0.2% | 13,730 | $353K |
| UMB Bank, n.a. | 0.01% | No change | 13,700 | $352K |
| BIP Wealth, LLC | 0.02% | Add +0.0% | 13,664 | $351K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 13,606 | $350K |
| American Financial Advisors, LLC | 0.04% | Add +0.1% | 13,548 | $348K |
| Pacific Sun Financial Corp | 0.17% | Reduce -23.4% | 13,520 | $348K |
| Traynor Capital Management, Inc. | 0.02% | New | 13,458 | $346K |
| TFO Wealth Partners, LLC | 0.06% | No change | 13,446 | $346K |
| Worth Asset Management, LLC | 0.16% | Reduce -11.8% | 13,421 | $345K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +5.1% | 13,301 | $342K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +4.3% | 13,258 | $341K |
| Capital Insight Partners, LLC | 0.06% | No change | 13,218 | $340K |
| JBGlobal.com LLC | 0.34% | No change | 13,148 | $338K |
| Pinion Investment Advisors, LLC | 0.09% | Reduce -1.4% | 12,917 | $338K |
| Crowley Wealth Management, Inc. | 0.27% | Add +62.7% | 13,100 | $337K |
| Commerce Bank | 0.00% | Reduce -6.8% | 13,100 | $337K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 13,095 | $337K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.1% | 13,095 | $337K |
| New Perspectives, Inc | 0.15% | No change | 13,089 | $337K |
| Creative Capital Management Investments LLC | 0.11% | Add +10.6% | 13,053 | $336K |
| Ade, LLC | 0.17% | New | 13,030 | $335K |
| Tranquility Partners, LLC | 0.11% | Reduce -4.5% | 13,003 | $334K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 12,993 | $334K |
| Redwood Investment Management, LLC | 0.04% | Add +0.3% | 12,919 | $332K |
| Berger Financial Group, Inc | 0.02% | Add +2.8% | 12,859 | $331K |
| Moneco Advisors, LLC | 0.03% | No change | 12,798 | $329K |
| Midwest Trust Co | 0.00% | New | 12,793 | $329K |
| Atlatl Advisers LLC | 0.13% | Reduce -4.5% | 12,771 | $328K |
| Cape Investment Advisory, Inc. | 0.32% | Reduce -99.2% | 12,761 | $328K |
| BostonPremier Wealth LLC | 0.16% | Add +0.3% | 12,680 | $326K |
| Choate Investment Advisors | 0.01% | No change | 12,630 | $325K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -3.8% | 12,582 | $323K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -2.7% | 12,525 | $322K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.2% | 12,448 | $320K |
| Cornerstone Enterprises, LLC | 0.16% | No change | 12,426 | $319K |
| Dravo Bay LLC | 0.14% | No change | 12,411 | $319K |
| Patten & Patten Inc. | 0.02% | No change | 12,385 | $318K |
| Rock Point Advisors, LLC | 0.08% | No change | 12,243 | $315K |
| Strategic Equity Management | 0.12% | Reduce -9.6% | 12,092 | $311K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -1.8% | 12,017 | $309K |
| Squire Investment Management Company, LLC | 0.10% | No change | 12,002 | $309K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 12,000 | $309K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.7% | 11,997 | $308K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 11,965 | $308K |
| New Republic Capital, LLC | 0.09% | No change | 11,949 | $307K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.2% | 11,881 | $305K |
| Planning Center, Inc. | 0.03% | Reduce -3.9% | 11,879 | $305K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -4.4% | 11,793 | $303K |
| PUREfi Wealth, LLC | 0.23% | Reduce -4.9% | 11,757 | $302K |
| Michels Family Financial, LLC | 0.23% | Add +0.3% | 11,641 | $299K |
| Burt Wealth Advisors | 0.07% | Add +0.0% | 11,551 | $297K |
| Goldstein Advisors, LLC | 0.04% | Add +7.7% | 11,526 | $296K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 11,437 | $296K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 11,468 | $295K |
| Arista Wealth Management, LLC | 0.04% | New | 11,454 | $294K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -0.2% | 11,376 | $294K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -0.7% | 11,357 | $292K |
| Snowden Capital Advisors LLC | 0.01% | No change | 11,355 | $292K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.2% | 11,309 | $291K |
| Sentinel Pension Advisors, LLC | 0.05% | No change | 11,276 | $290K |
| Act Wealth Management, LLC | 0.10% | Add +0.1% | 11,216 | $288K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.3% | 11,213 | $288K |
| Main Management LLC | 0.02% | No change | 11,220 | $288K |
| Prairiewood Capital, LLC | 0.10% | No change | 11,199 | $288K |
| Guardian Financial Partners, LLC | 0.12% | Reduce -0.1% | 11,179 | $287K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | Add +0.0% | 11,152 | $287K |
| Kingsview Wealth Management, LLC | 0.00% | Add +2.5% | 11,114 | $286K |
| Peak Retirement Planning, Inc. | 0.08% | Add +0.3% | 11,099 | $285K |
| Beam Wealth Advisors, Inc. | 0.08% | Add +1.7% | 10,942 | $281K |
| Pflug Koory, LLC | 0.13% | Reduce -11.3% | 10,937 | $281K |
| Claris Advisors, LLC / Mo / | 0.10% | No change | 11,780 | $281K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -59.4% | 10,887 | $280K |
| Rossby Financial, LCC | 0.09% | No change | 10,737 | $277K |
| Team Hewins, LLC | 0.09% | No change | 10,764 | $277K |
| Ifrah Financial Services, Inc. | 0.07% | Add +1.4% | 10,727 | $276K |
| Vigilare Wealth Management | 0.10% | No change | 10,716 | $276K |
| Warwick Investment Management, Inc. | 0.05% | Add +0.3% | 10,690 | $275K |
| Bessemer Group Inc. | 0.00% | No change | 10,665 | $274K |
| Wealthquest Corp | 0.02% | Add +0.0% | 10,578 | $272K |
| Orion Capital Management LLC | 0.09% | Add +0.0% | 10,531 | $271K |
| Councilmark Asset Management, LLC | 0.15% | Reduce -21.0% | 10,500 | $270K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 10,495 | $270K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.9% | 10,176 | $268K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 10,382 | $267K |
| Flputnam Investment Management Co. | 0.00% | Reduce -4.7% | 10,274 | $264K |
| Auxano Advisors, LLC | 0.06% | Reduce -0.0% | 10,266 | $264K |
| Ruggaard & Associates LLC | 0.10% | Reduce -0.1% | 10,262 | $264K |
| Florida Trust Wealth Management Co | 0.01% | No change | 10,230 | $263K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 10,228 | $263K |
| WealthShield Partners, LLC | 0.03% | Reduce -10.9% | 10,222 | $263K |
| Nordwand Advisors, LLC | 0.04% | No change | 10,200 | $262K |
| Quantum Financial Planning Services, Inc. | 0.11% | Add +0.3% | 10,197 | $262K |
| HC Advisors, LLC | 0.18% | No change | 10,188 | $262K |
| MJP Associates Inc. | 0.03% | New | 10,186 | $262K |
| Austin Wealth Management, LLC | 0.04% | New | 10,174 | $262K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.7% | 10,176 | $262K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -3.6% | 10,168 | $261K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 10,141 | $261K |
| Silver Lake Advisory, LLC | 0.10% | Add +0.3% | 10,112 | $260K |
| Stephens Inc. | 0.00% | No change | 10,083 | $259K |
| Empirical Asset Management, LLC | 0.07% | Add +11.5% | 10,040 | $258K |
| Bright Futures Wealth Management, LLC. | 0.20% | — | 10,007 | $257K |
| Trek Financial, LLC | 0.02% | Add +6.2% | 9,984 | $257K |
| Fisher Asset Management | 0.00% | Reduce -58.4% | 9,978 | $257K |
| Virtue Capital Management, LLC | 0.04% | New | 8,037 | $256K |
| Alley Investment Management Company, LLC | 0.03% | Reduce -7.0% | 9,936 | $255K |
| Babb Wealth Advisors LLC | 0.17% | No change | 9,933 | $255K |
| Renaissance Technologies | 0.00% | Reduce -87.1% | 9,900 | $255K |
| 49 Wealth Management, LLC | 0.02% | Reduce -8.0% | 9,897 | $254K |
| FPC Investment Advisory, Inc. | 0.15% | No change | 9,870 | $254K |
| Secure Asset Management, LLC | 0.04% | Reduce -3.5% | 9,809 | $253K |
| Leo Wealth, LLC | 0.03% | Reduce -93.9% | 9,835 | $253K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -1.4% | 9,830 | $253K |
| United Community Bank | 0.08% | Add +104.5% | 9,816 | $252K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +4.3% | 9,779 | $251K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -22.0% | 9,741 | $250K |
| KilterHowling LLC | 0.14% | Add +0.3% | 9,699 | $249K |
| Aspen Capital Management, LLC | 0.06% | Add +0.2% | 9,687 | $249K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.3% | 9,669 | $249K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | No change | 9,635 | $248K |
| Obermeyer Wealth Partners | 0.01% | No change | 9,600 | $247K |
| DB Fitzpatrick & Co, Inc | 0.22% | Add +2.2% | 9,585 | $246K |
| Red Spruce Capital, LLC | 0.10% | No change | 9,507 | $244K |
| Occidental Asset Management, LLC | 0.03% | New | 9,480 | $244K |
| Riverwater Partners LLC | 0.10% | No change | 9,461 | $243K |
| Red Mountain Financial, LLC | 0.24% | Add +10.9% | 9,378 | $241K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -4.1% | 9,375 | $241K |
| Wick Capital Partners, LLC | 0.06% | Reduce -30.3% | 9,354 | $240K |
| Spire Wealth Management | 0.01% | Add +0.1% | 9,343 | $240K |
| Glaxis Capital Management, LLC | 0.40% | Add +0.3% | 9,342 | $240K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,326 | $240K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.3% | 9,320 | $240K |
| Wedgewood Investors Inc. | 0.26% | Add +2.1% | 9,275 | $238K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 9,225 | $237K |
| Jackson Wealth Management, LLC | 0.02% | No change | 9,182 | $236K |
| Schnieders Capital Management, Llc. | 0.04% | — | 9,151 | $235K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 9,135 | $235K |
| Vawter Financial, Ltd. | 0.11% | New | 9,123 | $235K |
| Round Rock Advisors LLC | 0.04% | Add +0.1% | 9,121 | $234K |
| New England Private Wealth Advisors LLC | 0.03% | Add +3.6% | 9,032 | $232K |
| Sterling Investment Advisors, Ltd. | 0.05% | No change | 9,005 | $232K |
| Dividend Assets Capital, LLC | 0.04% | No change | 9,000 | $231K |
| Robinswood Financial LLC | 0.08% | Reduce -0.9% | 8,967 | $231K |
| Aspen Grove Capital, LLC | 0.04% | Add +0.1% | 8,941 | $230K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 8,928 | $230K |
| Glassman Wealth Services | 0.03% | Reduce -47.1% | 8,910 | $229K |
| Aurora Investment Managers, LLC. | 0.12% | Reduce -0.0% | 8,906 | $229K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +1.8% | 8,906 | $229K |
| Falcon Wealth Planning | 0.02% | New | 8,902 | $229K |
| Becker Capital Management Inc. | 0.01% | No change | 8,840 | $227K |
| White Pine Investment CO | 0.05% | Reduce -1.8% | 8,821 | $227K |
| Randolph Co Inc | 0.02% | New | 8,813 | $227K |
| Armor Investment Advisors, LLC | 0.07% | No change | 8,774 | $226K |
| Kwmg, LLC | 0.02% | New | 8,772 | $226K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -2.8% | 8,760 | $225K |
| Accelerate Investment Advisors LLC | 0.15% | Add +1.1% | 8,738 | $225K |
| Brand Asset Management Group, Inc. | 0.06% | Reduce -2.8% | 8,729 | $224K |
| PGIM Custom Harvest LLC | 0.00% | New | 8,695 | $224K |
| Citizens Financial Group Inc. | 0.00% | Reduce -57.9% | 8,674 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -11.3% | 8,692 | $223K |
| Coordinated Financial Services, Inc. | 0.14% | Add +0.1% | 8,624 | $222K |
| CWS Financial Advisors, LLC | 0.06% | No change | 8,580 | $221K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -96.0% | 8,605 | $220K |
| 17 Capital Partners, LLC | 0.12% | No change | 8,547 | $220K |
| NerdWallet Wealth Partners, LLC | 0.11% | — | 8,546 | $220K |
| Archvest Wealth Advisors, Inc. | 0.20% | Add +0.3% | 8,542 | $220K |
| Westshore Wealth, LLC | 0.07% | Add +0.2% | 8,477 | $218K |
| Northwest Financial Advisors | 0.28% | New | 8,332 | $214K |
| Sensible Money, LLC | 0.07% | New | 8,323 | $214K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -35.6% | 8,270 | $213K |
| Old Second National Bank of Aurora | 0.04% | No change | 8,250 | $212K |
| Moneywise, Inc. | 0.10% | New | 8,193 | $211K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -1.4% | 8,170 | $210K |
| Fiduciary Advisors, Inc. | 0.17% | Add +0.3% | 8,133 | $209K |
| Balboa Wealth Partners | 0.04% | New | 8,128 | $209K |
| RMR Capital Management, LLC | 0.15% | New | 8,088 | $208K |
| Courage Miller Partners, LLC | 0.06% | New | 8,075 | $208K |
| Lyell Wealth Management, LP | 0.02% | New | 8,056 | $207K |
| Bridges Investment Management Inc. | 0.00% | New | 8,008 | $206K |
| Vident Advisory, LLC | 0.00% | New | 7,986 | $205K |
| Pacific Point Advisors, LLC | 0.12% | New | 7,972 | $205K |
| Ameriflex Group, Inc. | 0.08% | New | 7,950 | $204K |
| FSB Premier Wealth Management, Inc. | 0.07% | New | 7,934 | $204K |
| Mission Hills Financial Advisory, LLC | 0.11% | New | 7,875 | $202K |
| Wetzel Investment Advisors, Inc. | 0.09% | New | 7,800 | $201K |
| Prasad Wealth Partners, LLC | 0.06% | New | 7,798 | $200K |
| Biltmore Family Office, LLC | 0.03% | Add +11.4% | 7,521 | $193K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -11.7% | 7,491 | $193K |
| Bokf, NA | 0.00% | No change | 7,368 | $189K |
| Tidemark, LLC | 0.05% | Add +0.0% | 7,160 | $184K |
| Friedenthal Financial | 0.09% | Add +1.4% | 7,142 | $184K |
| Princeton Global Asset Management LLC | 0.03% | Add +51.3% | 7,026 | $181K |
| Pacific Center for Financial Services | 0.05% | Add +0.7% | 6,931 | $178K |
| Tucker Asset Management LLC | 0.05% | Add +44.1% | 6,402 | $165K |
| Sage Mountain Advisors LLC | 0.01% | Add +1.3% | 6,207 | $160K |
| TCTC Holdings, LLC | 0.00% | No change | 6,180 | $159K |
| Hollencrest Capital Management | 0.01% | No change | 6,075 | $156K |
| Peoples Financial Services Corp. | 0.07% | No change | 6,000 | $154K |
| Providence Capital Advisors, LLC | 0.03% | No change | 5,859 | $151K |
| Richardson Capital Management LLC | 0.07% | Add +3.9% | 5,732 | $147K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 5,664 | $146K |
| Raffa Wealth Management, LLC | 0.02% | No change | 5,248 | $135K |
| CENTRAL TRUST Co | 0.00% | No change | 4,990 | $128K |
| Bangor Savings Bank | 0.01% | Reduce -1.0% | 4,965 | $128K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,482 | $115K |
| Whittier Trust Co. | 0.00% | No change | 4,191 | $108K |
| Investors Research Corp | 0.02% | Reduce -21.9% | 4,148 | $107K |
| Quent Capital, LLC | 0.01% | New | 4,125 | $106K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -67.4% | 4,097 | $105K |
| Pacifica Partners Inc. | 0.04% | No change | 3,996 | $103K |
| Montag A & Associates Inc. | 0.00% | Add +0.3% | 3,858 | $99K |
| Creekmur Asset Management LLC | 0.02% | Reduce -1.0% | 3,755 | $97K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Reduce -1.1% | 3,221 | $83K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -82.4% | 3,077 | $83K |
| SIMA Wealth Partners, LLC | 0.06% | Add +26.9% | 3,145 | $81K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +20.1% | 3,137 | $81K |
| Kelleher Financial Advisors | 0.02% | New | 3,114 | $80K |
| Roxbury Financial LLC | 0.07% | Add +0.2% | 3,003 | $77K |
| Godsey & Gibb, Inc. | 0.01% | No change | 2,895 | $74K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -16.6% | 2,891 | $74K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 2,756 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | Add +34.2% | 2,747 | $71K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 2,703 | $69K |
| GW&K Investment Management, LLC | 0.00% | New | 2,681 | $69K |
| Palisade Asset Management, LLC | 0.01% | New | 2,634 | $68K |
| HighMark Wealth Management LLC | 0.03% | Add +0.3% | 2,569 | $66K |
| Hoertkorn Richard Charles | 0.02% | No change | 2,480 | $64K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +0.3% | 2,440 | $63K |
| JNBA Financial Advisors | 0.01% | No change | 2,409 | $62K |
| Bell Investment Advisors, Inc | 0.01% | Add +9.7% | 2,360 | $61K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.6% | 2,302 | $59K |
| Bfsg, LLC | 0.01% | Reduce -37.9% | 2,275 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -77.8% | 2,160 | $56K |
| LGT Financial Advisors LLC | 0.11% | New | 2,016 | $52K |
| First Pacific Financial | 0.01% | New | 1,980 | $51K |
| HM Payson & Co. | 0.00% | Reduce -67.7% | 1,881 | $48K |
| Aberdeen Wealth Management LLC | 0.03% | Add +0.1% | 1,777 | $46K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 1,775 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +39.2% | 1,670 | $43K |
| Eastern Bank | 0.00% | Reduce -21.4% | 1,622 | $42K |
| American Capital Advisory, LLC | 0.02% | No change | 1,621 | $42K |
| Western Pacific Wealth Management, LP | 0.04% | Add +0.3% | 1,580 | $41K |
| NWK Group, Inc. | 0.01% | No change | 1,542 | $40K |
| Hemington Wealth Management | 0.00% | No change | 1,494 | $38K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,474 | $38K |
| Nemes Rush Group LLC | 0.00% | Add +0.1% | 1,456 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 1,446 | $37K |
| Curat Global, LLC | 0.03% | Add +0.3% | 1,437 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 1,432 | $37K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.2% | 1,407 | $36K |
| Marquette Asset Management, LLC | 0.01% | Reduce -12.1% | 1,400 | $36K |
| Birchbrook, Inc. | 0.02% | No change | 1,400 | $36K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 1,380 | $35K |
| Millstone Evans Group, LLC | 0.02% | Add +0.3% | 1,358 | $35K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 1,261 | $32K |
| Albion Financial Group | 0.00% | No change | 1,260 | $32K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 1,161 | $30K |
| Wiser Advisor Group LLC | 0.04% | New | 1,145 | $29K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,113 | $29K |
| Promus Capital, LLC | 0.02% | No change | 1,104 | $28K |
| Financial Life Planners | 0.02% | New | 1,061 | $27K |
| Rothschild Investment LLC | 0.00% | No change | 1,046 | $27K |
| Group One Trading LLC | 0.00% | Reduce -78.7% | 1,000 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.7% | 966 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -27.0% | 876 | $23K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 782 | $20K |
| Integrity Financial Corp | 0.01% | Add +24.4% | 780 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 750 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 746 | $19K |
| Financial Perspectives, Inc | 0.01% | Add +0.3% | 720 | $19K |
| Robbins Farley | 0.01% | Reduce -2.3% | 675 | $17K |
| Guerra Advisors Inc | 0.01% | New | 675 | $17K |
| Key Financial Inc | 0.00% | No change | 633 | $16K |
| Evolution Advisers, Inc. | 0.01% | No change | 657 | $16K |
| Manchester Capital Management LLC | 0.00% | No change | 600 | $15K |
| Kilter Group LLC | 0.01% | Reduce -7.9% | 597 | $15K |
| Motco | 0.00% | New | 592 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 570 | $15K |
| Curio Wealth, LLC | 0.01% | No change | 567 | $15K |
| Addison Advisors LLC | 0.00% | Reduce -76.1% | 564 | $15K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 547 | $14K |
| Kiker Wealth Management, LLC | 0.01% | Add +3.4% | 517 | $13K |
| Avion Wealth | 0.00% | Add +0.4% | 508 | $13K |
| Raleigh Capital Management Inc. | 0.00% | No change | 500 | $13K |
| Optimum Investment Advisors | 0.01% | No change | 486 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.5% | 443 | $11K |
| Bellevue Asset Management, LLC | 0.01% | No change | 420 | $11K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 417 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 402 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 401 | $10K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.3% | 387 | $10K |
| Financial Freedom, LLC | 0.00% | Add +0.3% | 386 | $10K |
| United Financial Planning Group LLC | 0.01% | — | 378 | $10K |
| Painted Porch Advisors LLC | 0.00% | No change | 372 | $10K |
| Innovative Advisory Group, LLC | 0.01% | No change | 342 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 354 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 311 | $8K |
| Bernard Wealth Management Corp. | 0.00% | Reduce -55.7% | 239 | $6K |
| Gen-Wealth Partners Inc | 0.00% | Add +13.2% | 231 | $6K |
| Delta Asset Management LLC | 0.00% | Add +0.5% | 204 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 198 | $5K |
| Global Wealth Strategies & Associates | 0.00% | New | 181 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 180 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 156 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 132 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 129 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 128 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -79.4% | 26 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 121 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 108 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 84 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 84 | $2K |
| New Millennium Group LLC | 0.00% | New | 75 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 66 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 60 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 43 | $1K |
| Rossmore Private Capital | 0.00% | New | 42 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Add +2.8% | 37 | $932 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -96.5% | 34 | $874 |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 22 | $571 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 20 | $510 |
| Hughes Financial Services, LLC | 0.00% | No change | 17 | $446 |
| Longview Financial Advisors LLC | 0.00% | New | 3 | $78 |
| IFS Advisors, LLC | 0.00% | No change | 1 | $44 |
"% 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.