Schwab US Broad Market ETFSCHBETF
13F holders, Q2 2026 (June 30)1,394holders +73
118new positions
41sold out
4famous investors
$28.90avg. 13F price*
At the end of Q2 2026, 1,394 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 73 from Q1 2026. 118 opened new positions and 41 sold out. The largest holders were Wealthfront Advisers LLC ($1.5B), UBS Group AG ($1.4B) and Betterment LLC ($442.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $121.9M |
| Exits | 41 | $16.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,357,279 shares bought and 78,423,592 shares sold, net −59,066,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,394 holders
| Wealthfront Advisers LLC | 2.86% | Reduce -2.1% | 51,435,009 | $1.5B |
| UBS Group AG | 0.23% | Add +0.9% | 48,933,766 | $1.4B |
| Betterment LLC | 0.75% | Reduce -2.7% | 15,292,144 | $442.9M |
| Rebalance, LLC | 22.37% | Reduce -2.3% | 14,738,453 | $426.8M |
| SCS Capital Management LLC | 3.27% | Reduce -0.3% | 11,934,362 | $345.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -3.5% | 11,427,853 | $331.0M |
| HighTower Advisors, LLC | 0.26% | Add +3.7% | 9,295,333 | $269.2M |
| Strid Group, LLC | 27.57% | Reduce -0.8% | 8,576,683 | $248.4M |
| Evensky & Katz LLC | 11.95% | Reduce -2.2% | 7,987,057 | $231.3M |
| Hengehold Capital Management LLC | 17.17% | Reduce -1.1% | 7,640,636 | $221.3M |
| Hanson & Doremus Investment Management | 20.73% | Reduce -0.1% | 7,035,343 | $203.7M |
| HB Wealth Management, LLC | 1.07% | Reduce -0.4% | 6,571,056 | $190.3M |
| Evergreen Advisors, LLC | 38.94% | Add +0.3% | 6,300,530 | $182.5M |
| Forvis Mazars Wealth Advisors, LLC | 2.97% | Reduce -1.3% | 6,148,772 | $178.1M |
| HT Partners LLC | 48.66% | Reduce -1.8% | 6,067,895 | $175.7M |
| Savant Capital, LLC | 0.47% | Add +100.1% | 5,943,212 | $160.7M |
| TruNorth Capital Management, LLC | 25.35% | Add +4.6% | 5,449,167 | $157.8M |
| HHM Wealth Advisors, LLC | 15.33% | Add +2.2% | 5,258,356 | $152.3M |
| AlphaCore Capital LLC | 2.79% | Reduce -2.3% | 5,233,490 | $151.6M |
| Mariner, LLC | 0.14% | Reduce -6.3% | 4,683,545 | $135.6M |
| Accredited Investors Inc. | 5.56% | Reduce -3.5% | 4,443,846 | $128.7M |
| Morton Brown Family Wealth, LLC | 27.98% | Add +6.1% | 4,261,509 | $123.4M |
| Compass Financial Group, INC | 12.94% | Add +0.6% | 3,894,102 | $112.8M |
| Captrust Financial Advisors | 0.16% | Reduce -9.7% | 3,654,324 | $105.8M |
| Waverly Advisors, LLC | 0.59% | Add +15.3% | 3,529,934 | $102.2M |
| Morgan Stanley | 0.01% | Add +2.6% | 3,458,745 | $100.2M |
| Manchester Financial Inc. | 17.44% | Reduce -1.3% | 3,381,852 | $97.9M |
| Creative Planning | 0.06% | Add +3.2% | 3,300,545 | $95.6M |
| Ballentine Partners, LLC | 1.15% | Reduce -0.1% | 3,253,122 | $94.2M |
| HBK Sorce Advisory LLC | 1.83% | Add +0.7% | 3,151,706 | $93.7M |
| Quantinno Capital Management LP | 0.11% | Add +10.9% | 3,087,207 | $89.4M |
| LPL Financial LLC | 0.02% | Add +2.3% | 2,973,417 | $86.1M |
| Jones Financial Companies LLLP | 0.03% | Add +12.6% | 2,970,765 | $84.2M |
| Royal Bank of Canada | 0.01% | Add +0.0% | 2,882,036 | $83.5M |
| North Star Asset Management Inc. | 3.16% | Add +3.4% | 2,772,864 | $80.3M |
| Asset Advisors Investment Management, LLC | 7.28% | Reduce -0.8% | 2,739,361 | $79.3M |
| Brown Advisory Inc. | 0.12% | Add +0.3% | 2,718,247 | $78.7M |
| Gallagher Fiduciary Advisors, LLC | 2.58% | Reduce -96.1% | 2,708,469 | $78.4M |
| Legacy Financial Strategies, LLC | 11.96% | Add +1.9% | 2,665,380 | $77.2M |
| Circle Wealth Management, LLC | 0.96% | Reduce -0.0% | 2,635,156 | $76.3M |
| D L Carlson Investment Group Inc. | 11.95% | Add +0.0% | 2,592,207 | $75.1M |
| Myecfo, LLC | 28.17% | Add +0.8% | 2,577,055 | $74.6M |
| Bank of America Corp. | 0.00% | Reduce -20.6% | 2,536,461 | $73.5M |
| Bluespring Wealth Management, LLC | 1.41% | Add +40.2% | 2,529,349 | $73.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.96% | Reduce -1.6% | 2,527,684 | $73.2M |
| Winthrop Advisory Group LLC | 4.85% | Add +3.9% | 2,487,708 | $72.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +7.8% | 2,500,208 | $70.6M |
| Bouchey Financial Group, Ltd. | 4.54% | Reduce -1.1% | 2,424,447 | $70.2M |
| Wells Fargo & Company | 0.01% | Add +15.9% | 2,390,687 | $69.2M |
| Focus Partners Wealth | 0.07% | Reduce -10.2% | 2,383,777 | $69.0M |
| Summit Financial Strategies, Inc. | 4.73% | Reduce -12.9% | 2,326,085 | $67.4M |
| Aptus Capital Advisors, LLC | 0.49% | Add +4.1% | 2,325,278 | $67.3M |
| Sunburst Financial Group, LLC | 10.97% | Add +4.3% | 2,266,615 | $65.6M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -13.2% | 2,198,557 | $63.7M |
| Caprock Group, LLC | 1.16% | Reduce -0.2% | 2,086,029 | $60.4M |
| WBH Advisory Inc. | 4.03% | Reduce -2.2% | 2,072,831 | $60.0M |
| Allworth Financial LP | 0.22% | Add +6.2% | 1,809,502 | $52.4M |
| Capital Management Associates, Inc | 10.42% | Add +0.2% | 1,789,502 | $51.8M |
| Ethos Financial Group, LLC | 3.40% | Reduce -11.4% | 1,795,643 | $50.7M |
| Leading Edge Financial Planning LLC | 9.02% | Add +6.6% | 1,748,838 | $50.6M |
| Roundview Capital LLC | 2.76% | Add +3.8% | 1,744,303 | $50.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.3% | 1,720,445 | $49.8M |
| Cerity Partners LLC | 0.06% | Add +27.1% | 1,654,810 | $47.9M |
| Truist Financial Corp. | 0.06% | Add +0.5% | 1,647,692 | $47.7M |
| Boulder Wealth Advisors, LLC | 17.33% | Add +1.5% | 1,641,481 | $47.5M |
| Cape Investment Advisory, Inc. | 12.37% | Add +0.8% | 1,597,218 | $46.3M |
| Modern Wealth Management, LLC | 0.55% | Add +4.1% | 1,592,627 | $46.1M |
| Appalachian Capital Management Ltd | 33.14% | Add +0.2% | 1,577,489 | $45.7M |
| Tanglewood Wealth Management, Inc. | 3.89% | Add +2.8% | 1,577,486 | $45.7M |
| Boyum Wealth Architects LLC | 17.55% | Add +1.3% | 1,522,245 | $44.1M |
| AQR Capital Management | 0.01% | Add +34.5% | 1,445,601 | $41.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 1,383,449 | $40.1M |
| MAI Capital Management | 0.14% | Add +2.2% | 1,267,030 | $36.7M |
| Legacy Private Trust Co. | 2.03% | Reduce -2.2% | 1,253,734 | $36.3M |
| Facet Wealth, Inc. | 0.52% | Reduce -0.5% | 1,243,309 | $36.0M |
| Juncture Wealth Strategies, LLC | 9.24% | Reduce -3.2% | 1,226,246 | $35.5M |
| FMR LLC | 0.00% | Add +13.4% | 1,210,918 | $35.1M |
| John Boyer, Inc. | 29.98% | Add +4.1% | 1,194,348 | $34.6M |
| SYM FINANCIAL Corp | 2.76% | Reduce -0.4% | 1,187,558 | $34.4M |
| Members Advisory Group LLC | 9.54% | Reduce -25.5% | 1,179,830 | $34.2M |
| Harbour Investments, Inc. | 0.45% | Add +4.0% | 1,163,565 | $33.7M |
| Pegasus Asset Management, Inc. | 9.59% | Add +0.1% | 1,161,813 | $33.6M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 1,161,767 | $33.6M |
| WT Wealth Management | 9.32% | Reduce -1.0% | 1,161,589 | $33.6M |
| Goepper Burkhardt LLC | 10.09% | Add +2.0% | 1,160,559 | $33.6M |
| GSG Advisors LLC | 7.06% | Add +1.2% | 1,106,784 | $32.1M |
| Gemmer Asset Management LLC | 2.15% | Reduce -1.2% | 1,104,883 | $32.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 1,107,295 | $31.8M |
| Chicago Partners Investment Group LLC | 0.63% | Add +14.4% | 1,109,222 | $31.7M |
| Robinson Smith Wealth Advisors LLC | 18.61% | Reduce -0.7% | 1,072,620 | $31.1M |
| Truepoint, Inc. | 0.65% | Reduce -2.5% | 1,069,662 | $31.0M |
| Retirement Planning Group, LLC | 0.79% | Reduce -1.7% | 1,068,109 | $30.9M |
| Genesee Capital Advisors, LLC | 9.61% | Reduce -35.4% | 1,052,859 | $30.5M |
| Strategic Advisors LLC | 6.47% | Reduce -7.8% | 1,021,776 | $29.6M |
| Dodds Wealth, LLC | 6.65% | Add +1.3% | 1,020,508 | $29.6M |
| Patriot Investment Management Group, Inc. | 1.69% | Reduce -1.8% | 1,004,233 | $29.1M |
| Corient Private Wealth LP | 0.04% | Add +15.0% | 1,001,507 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.8% | 969,875 | $28.1M |
| Wynn Capital, LLC | 12.46% | Add +3.2% | 963,366 | $27.9M |
| Stonekeep Investments, LLC | 15.93% | Add +3.3% | 945,015 | $27.4M |
| Meridian Wealth Partners, LLC | 3.29% | Add +1.8% | 937,426 | $27.1M |
| Valley National Advisers Inc. | 3.01% | Reduce -0.4% | 934,634 | $27.1M |
| Walker Financial Services, Inc. | 8.32% | Add +18.4% | 928,968 | $26.9M |
| Phil A. Younker & Associates, Ltd. | 18.08% | Reduce -12.7% | 926,210 | $26.8M |
| Downshift Financial, LLC | 11.94% | Add +29.7% | 908,685 | $26.3M |
| Great Lakes Retirement, Inc. | 2.33% | Reduce -0.6% | 906,333 | $26.2M |
| Schaeffer Financial LLC | 20.27% | Add +0.3% | 904,868 | $26.2M |
| Alliancebernstein L.P. | 0.01% | Add +8.3% | 1,033,925 | $26.0M |
| Lido Advisors, LLC | 0.09% | Add +4.8% | 886,785 | $25.7M |
| Assetmark, Inc. | 0.04% | Add +9.7% | 868,195 | $25.1M |
| Avior Wealth Management, LLC | 0.66% | Reduce -0.2% | 861,398 | $24.9M |
| Breakwater Investment Management | 8.44% | Reduce -0.2% | 856,304 | $24.8M |
| EP Wealth Advisors, LLC | 0.09% | Add +470.3% | 853,104 | $24.7M |
| IMA Advisory Services, Inc. | 1.55% | Reduce -0.2% | 852,429 | $24.7M |
| Davis Capital Management | 14.58% | Add +1.8% | 850,490 | $24.6M |
| Osaic Holdings, Inc. | 0.03% | Add +0.1% | 845,594 | $24.5M |
| Strategic Financial Planning, Inc. | 12.72% | New | 841,398 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -12.1% | 836,559 | $24.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.80% | Reduce -1.2% | 837,415 | $24.2M |
| Global Wealth Management, LLC | 11.95% | Reduce -0.9% | 810,599 | $23.5M |
| Tradition Wealth Management, LLC | 1.39% | Add +1.2% | 787,134 | $22.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.0% | 778,677 | $22.6M |
| Vista Capital Partners, Inc. | 1.94% | Reduce -4.3% | 765,430 | $22.2M |
| Nalls Sherbakoff Group, LLC | 15.75% | Reduce -3.1% | 764,875 | $22.2M |
| Socha Financial Group, LLC | 9.00% | Add +0.5% | 764,054 | $22.1M |
| Coastal Bridge Advisors, LLC | 1.31% | Reduce -0.5% | 731,565 | $21.2M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -3.4% | 729,719 | $21.1M |
| Bartlett & Co. Wealth Management LLC | 0.26% | Reduce -0.3% | 723,260 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.7% | 717,535 | $20.8M |
| Ameriprise Financial Inc. | 0.00% | Add +25.4% | 715,207 | $20.7M |
| Focus Financial Network, Inc. | 0.64% | Add +1.5% | 710,192 | $20.6M |
| James J. Burns & Company, LLC | 2.21% | Reduce -0.8% | 704,165 | $20.4M |
| Libra Wealth LLC | 5.14% | Reduce -2.4% | 694,982 | $20.1M |
| Davidson Kahn Capital Management, LLC | 8.58% | Add +14.2% | 688,683 | $20.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +90.5% | 676,313 | $19.6M |
| Fairlight Advisors | 15.94% | — | 675,111 | $19.6M |
| Compound Planning, Inc. | 0.51% | Add +1.9% | 670,509 | $19.4M |
| Roble, Belko & Company, Inc | 2.08% | Reduce -0.5% | 665,320 | $19.3M |
| Zhang Financial LLC | 0.56% | Reduce -0.9% | 660,423 | $19.1M |
| Nicolet Bankshares Inc. | 0.60% | Reduce -7.1% | 650,210 | $18.8M |
| &partners | 0.07% | Add +5.8% | 619,998 | $18.0M |
| Bond & Devick Financial Network, Inc. | 4.40% | Add +1.3% | 616,432 | $17.9M |
| Liberty Capital Management, Inc. | 3.03% | — | 608,084 | $17.6M |
| Valicenti Advisory Services Inc. | 3.31% | Add +1.3% | 604,784 | $17.5M |
| IFP Advisors, Inc | 0.31% | Add +5.3% | 601,558 | $17.4M |
| Madden Advisory Services, Inc. | 6.19% | Reduce -1.1% | 595,799 | $17.3M |
| Christensen, King & Associates Investment Services, Inc. | 6.85% | Reduce -3.2% | 595,154 | $17.2M |
| Brooklyn FI, LLC | 3.05% | Add +1.6% | 575,667 | $16.6M |
| Lodestar Private Asset Management LLC | 1.41% | Reduce -2.6% | 562,821 | $16.3M |
| Elgethun Capital Management | 2.27% | Reduce -0.7% | 562,608 | $16.3M |
| Blue Bell Private Wealth Management, LLC | 2.02% | Reduce -6.4% | 558,980 | $16.2M |
| Compass Advisory Group LLC | 3.84% | Add +0.2% | 558,238 | $16.2M |
| Ashford Advisors, LLC | 3.33% | Add +5.2% | 557,350 | $16.1M |
| Intelligence Driven Advisers, LLC | 2.61% | Reduce -1.6% | 554,469 | $16.1M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 546,276 | $15.8M |
| Wedmont Private Capital | 0.43% | Add +0.0% | 540,035 | $15.8M |
| Ogorek Anthony Joseph /NY/ | 3.90% | Reduce -0.4% | 541,958 | $15.7M |
| Wealthspire Advisors, LLC | 0.09% | Add +11.8% | 537,166 | $15.6M |
| Milestone Investment Advisors LLC | 3.36% | Add +0.7% | 536,856 | $15.5M |
| Cresset Asset Management, LLC | 0.06% | Add +47.7% | 534,573 | $15.5M |
| Mission Wealth Management, LP | 0.19% | Add +361.4% | 534,501 | $15.5M |
| TPG Advisors LLC | 8.47% | Add +0.3% | 532,995 | $15.4M |
| HORAN Wealth, LLC | 1.91% | Reduce -49.8% | 527,998 | $15.3M |
| NewEdge Advisors, LLC | 0.05% | Add +12.0% | 526,748 | $15.3M |
| Johnson Investment Counsel Inc. | 0.11% | Add +2.9% | 521,927 | $15.1M |
| Rothschild Wealth LLC | 1.21% | Reduce -25.4% | 521,418 | $15.1M |
| SigFig Wealth Management, LLC | 0.40% | Add +0.2% | 523,931 | $15.1M |
| Spinnaker Investment Group, LLC | 2.40% | Add +6.4% | 516,662 | $15.0M |
| True North Advisors, LLC | 1.42% | Add +1.4% | 511,653 | $14.8M |
| Leavell Investment Management, Inc. | 0.53% | Reduce -2.5% | 505,130 | $14.6M |
| Weinberger Asset Management, Inc | 4.59% | Add +1.5% | 495,593 | $14.3M |
| Peak Financial Management, Inc. | 3.28% | Add +5.2% | 492,683 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 487,660 | $14.1M |
| Northern Trust Corp. | 0.00% | Add +32.1% | 482,534 | $14.0M |
| Passive Capital Management, LLC. | 4.32% | Reduce -0.3% | 526,727 | $13.8M |
| Motive Wealth Advisors | 5.64% | Reduce -0.2% | 473,585 | $13.7M |
| Meridian Wealth Management, LLC | 0.42% | Add +0.1% | 471,477 | $13.7M |
| D.B. Root & Company, LLC | 2.89% | Add +1.9% | 470,345 | $13.6M |
| Wrenne Financial Planning LLC | 4.53% | Add +6.3% | 462,970 | $13.4M |
| Waldron Private Wealth LLC | 0.45% | No change | 450,000 | $13.0M |
| Empower Advisory Group, LLC | 0.03% | Reduce -0.6% | 448,366 | $13.0M |
| BlackRock, Inc. | 0.00% | Add +40.5% | 445,679 | $12.9M |
| VSM Wealth Advisory, LLC | 3.40% | Reduce -1.0% | 442,453 | $12.8M |
| Summit Trail Advisors, LLC | 0.16% | Reduce -4.7% | 431,410 | $12.5M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.9% | 427,912 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -2.7% | 427,052 | $12.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 420,625 | $12.2M |
| Beacon Wealthcare LLC | 3.90% | Reduce -3.5% | 419,941 | $12.2M |
| Alliance Wealth Management Group | 2.34% | Add +2.4% | 414,502 | $12.0M |
| Towercrest Capital Management | 1.67% | Add +2.4% | 414,502 | $12.0M |
| Prosperitas Financial LLC | 3.79% | Reduce -2.3% | 408,888 | $11.8M |
| Five Oceans Advisors | 3.80% | Reduce -0.4% | 408,313 | $11.8M |
| Apriem Advisors | 1.01% | Add +0.0% | 404,758 | $11.7M |
| Janney Montgomery Scott LLC | 0.02% | New | 401,983 | $11.6M |
| Everhart Financial Group, Inc. | 0.74% | Reduce -5.2% | 400,094 | $11.6M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +0.0% | 395,065 | $11.4M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -0.4% | 392,740 | $11.4M |
| SRH Advisors, LLC | 2.90% | Reduce -0.7% | 392,383 | $11.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +12.7% | 386,906 | $11.2M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -2.4% | 379,866 | $11.0M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 376,746 | $10.9M |
| Madison Wealth Partners, Inc | 1.36% | Reduce -2.1% | 370,377 | $10.7M |
| Fiduciary Trust Co | 0.12% | Reduce -0.3% | 369,042 | $10.7M |
| Brookstone Capital Management | 0.11% | Add +0.7% | 366,009 | $10.6M |
| FFT Wealth Management LLC | 1.66% | Reduce -2.2% | 365,554 | $10.6M |
| Phillip James Consulting Co. | 6.93% | New | 357,939 | $10.4M |
| Joseph P. Lucia & Associates, LLC | 3.07% | Add +3.9% | 352,641 | $10.2M |
| Jane Street Group, LLC | 0.01% | Reduce 0.0% | 345,914 | $10.0M |
| Walter & Keenan Wealth Management LLC /in/ | 2.42% | Reduce -0.4% | 338,628 | $9.8M |
| Brightwater Advisory LLC | 6.08% | Reduce -3.8% | 332,338 | $9.6M |
| Disciplined Investors, L.L.C. | 4.75% | Reduce -1.6% | 327,667 | $9.5M |
| Valley Forge Investment Consultants Inc. Adv | 2.42% | Add +0.2% | 324,549 | $9.4M |
| Mitchell Sinkler & Starr | 3.89% | Reduce -0.2% | 322,788 | $9.3M |
| Pathstone Holdings, LLC | 0.03% | Add +106.7% | 319,705 | $9.3M |
| Destination Wealth Management | 0.22% | Reduce -2.3% | 319,590 | $9.3M |
| Creekside Partners | 3.34% | Add +0.8% | 318,600 | $9.2M |
| Orcam Financial Group | 4.37% | Reduce -0.6% | 309,050 | $9.0M |
| Curbstone Financial Management Corp | 1.50% | Add +0.7% | 304,592 | $8.8M |
| NBZ Investment Advisors LLC | 3.43% | Reduce -0.8% | 303,344 | $8.8M |
| Rockbridge Investment Management, LCC | 0.71% | Reduce -12.6% | 300,491 | $8.7M |
| Red Door Wealth Management, LLC | 0.79% | Add +0.7% | 298,651 | $8.6M |
| CVA Family Office, LLC | 0.78% | Reduce -0.2% | 297,745 | $8.6M |
| Sharkey, Howes & Javer | 1.03% | Reduce -1.4% | 294,736 | $8.5M |
| Summit Financial, LLC | 0.09% | Reduce -1.0% | 293,988 | $8.5M |
| Carnegie Investment Counsel | 0.17% | Reduce -12.6% | 293,201 | $8.5M |
| JMG Financial Group, Ltd. | 0.20% | Reduce -2.6% | 292,779 | $8.5M |
| Brighton Jones LLC | 0.16% | Reduce -7.3% | 292,527 | $8.5M |
| JFS Wealth Advisors, LLC | 0.42% | Reduce -2.2% | 292,101 | $8.5M |
| Valmark Advisers, Inc. | 0.09% | Add +1.0% | 291,001 | $8.4M |
| Equita Financial Network, Inc. | 2.32% | Add +0.1% | 289,163 | $8.4M |
| Mutual Advisors, LLC | 0.16% | Add +0.3% | 287,862 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -1.4% | 282,657 | $8.2M |
| Ballast Advisors LLC | 1.94% | New | 281,683 | $8.2M |
| Sheets Smith Wealth Management | 0.81% | Add +0.5% | 281,393 | $8.1M |
| Fagan Associates, Inc. | 1.00% | Add +4.2% | 281,183 | $8.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +73.1% | 280,851 | $8.1M |
| RCW Management, LLC | 7.26% | Reduce -1.3% | 279,621 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Add +6.5% | 277,161 | $8.0M |
| James Investment Research, Inc. | 0.81% | Add +17.2% | 275,840 | $8.0M |
| CFG Wealth Management Services, Inc. | 7.72% | No change | 313,533 | $7.9M |
| RHS Financial, LLC | 3.15% | Reduce -0.4% | 269,632 | $7.8M |
| Clark Asset Management, LLC | 0.61% | Add +11.1% | 269,334 | $7.8M |
| OneAscent Financial Services LLC | 0.37% | Add +6.6% | 267,959 | $7.8M |
| Cardiff Park Advisors, LLC | 0.60% | Reduce -0.7% | 266,051 | $7.7M |
| Asset Allocation & Management Company, LLC | 2.52% | Add +1.3% | 265,510 | $7.7M |
| Ritholtz Wealth Management | 0.11% | Add +35.0% | 263,550 | $7.6M |
| Parallel Advisors, LLC | 0.12% | Add +2.3% | 261,734 | $7.6M |
| Maridea Wealth Management LLC | 0.82% | Add +46.4% | 261,439 | $7.6M |
| Mairs & Power Inc. | 0.07% | No change | 261,246 | $7.6M |
| Ellevest, Inc. | 0.88% | Reduce -1.3% | 258,550 | $7.5M |
| Venture Visionary Partners LLC | 0.21% | Add +42.3% | 255,357 | $7.4M |
| ELCO Management Co., LLC | 3.18% | Add +19.4% | 254,441 | $7.4M |
| Wilson & Boucher Capital Management, LLC | 4.31% | Reduce -2.4% | 253,826 | $7.4M |
| Donaldson Capital Management, LLC | 0.21% | Add +14.8% | 253,497 | $7.3M |
| Sax Wealth Advisors, LLC | 0.29% | New | 287,299 | $7.2M |
| Graver Capital Management, LLC | 5.10% | Reduce -5.0% | 247,399 | $7.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +70.3% | 243,133 | $7.0M |
| Strategic Family Wealth Counselors, L.L.C. | 1.63% | Reduce -2.1% | 242,581 | $7.0M |
| Strategic Financial Concepts, LLC | 2.07% | Reduce -20.6% | 240,370 | $7.0M |
| Seaside Wealth Management, Inc. | 1.71% | Reduce -3.0% | 238,748 | $6.9M |
| Chevy Chase Trust Holdings, LLC | 0.02% | No change | 238,661 | $6.9M |
| Arax Advisory Partners | 0.05% | Add +30.7% | 238,396 | $6.9M |
| Firestone Capital Management | 1.27% | Reduce -0.9% | 234,751 | $6.8M |
| Arcadia Investment Advisors LLC | 2.86% | Reduce -1.0% | 234,223 | $6.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.7% | 233,807 | $6.8M |
| ProVise Management Group, LLC | 0.45% | Reduce -2.5% | 233,313 | $6.8M |
| Pinkerton Wealth, LLC | 0.58% | Reduce -3.0% | 268,772 | $6.7M |
| KCM Investment Advisors LLC | 0.20% | Reduce -0.8% | 231,547 | $6.7M |
| Embree Financial Group | 0.67% | Reduce -22.8% | 231,052 | $6.7M |
| Asset Advisory Group, Inc. | 2.91% | Reduce -1.2% | 229,821 | $6.7M |
| Summit Wealth & Retirement Planning, Inc. | 1.40% | Reduce -5.3% | 227,501 | $6.6M |
| One Charles Private Wealth Services, LLC | 1.50% | No change | 225,062 | $6.5M |
| Brio Consultants, LLC | 0.76% | Add +0.2% | 224,925 | $6.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +2.1% | 223,497 | $6.5M |
| Blair William & Co. | 0.02% | Add +10.6% | 221,881 | $6.4M |
| Savvy Advisors, Inc. | 0.14% | Reduce -0.8% | 220,998 | $6.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.0% | 220,987 | $6.4M |
| Diversified Portfolios, Inc. | 0.46% | Reduce -2.0% | 220,347 | $6.4M |
| Bawa N Mallick Trust | 2.04% | Add +2.8% | 218,107 | $6.3M |
| Main Street Financial Solutions, LLC | 0.40% | Add +1.0% | 217,367 | $6.3M |
| Stratos Investment Management, LLC | 0.23% | Reduce -1.9% | 217,173 | $6.3M |
| Successful Portfolios LLC | 2.84% | Reduce -0.3% | 208,190 | $6.1M |
| GeoWealth Management, LLC | 0.19% | Add +2.0% | 209,667 | $6.1M |
| MBA Advisors LLC | 2.06% | Add +2.7% | 208,878 | $6.0M |
| Cordant, Inc. | 2.18% | Add +0.5% | 208,621 | $6.0M |
| SeaCrest Wealth Management, LLC | 0.67% | Add +2.6% | 207,508 | $6.0M |
| True Freedom Investing, LLC | 0.47% | Reduce -1.9% | 237,535 | $6.0M |
| Financial Solutions Advisory Group, Inc. | 0.75% | Add +4.8% | 204,818 | $6.0M |
| Altfest L J & Co. Inc. | 0.58% | Reduce -2.5% | 205,124 | $5.9M |
| Blueprint Investment Partners LLC | 0.49% | Add +9.3% | 201,288 | $5.8M |
| Hartmann Taylor Wealth Management, LLC | 3.79% | No change | 228,179 | $5.7M |
| Axxcess Wealth Management, LLC | 0.09% | New | 196,471 | $5.7M |
| Aspiring Ventures, LLC | 1.51% | Reduce -4.4% | 196,461 | $5.7M |
| Unify Financial Advisors | 5.22% | Reduce -0.3% | 195,230 | $5.7M |
| Berkshire Asset Management LLC | 0.22% | Reduce -2.1% | 194,384 | $5.6M |
| NYL Investors LLC | 2.15% | Add +1.5% | 193,871 | $5.6M |
| Chesapeake Wealth Management | 1.56% | Add +0.2% | 192,369 | $5.6M |
| Seed Wealth Management, Inc. | 3.52% | No change | 192,268 | $5.6M |
| Kiley Juergens Wealth Management, LLC | 0.86% | Add +1.3% | 188,731 | $5.5M |
| Islay Capital Management, LLC | 2.58% | Reduce -13.7% | 188,620 | $5.5M |
| US Bancorp \de | 0.01% | Add +5.0% | 188,605 | $5.5M |
| Avant Capital LLC | 3.41% | Add +0.5% | 187,926 | $5.4M |
| Compass Ion Advisors, LLC | 0.47% | Reduce -0.5% | 187,520 | $5.4M |
| Granite Investment Partners, LLC | 0.27% | Add +1.9% | 185,299 | $5.4M |
| Wealth Care LLC | 4.31% | Reduce -1.0% | 183,961 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +9.3% | 180,256 | $5.2M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -7.1% | 179,026 | $5.2M |
| Clear Point Advisors Inc. | 4.58% | Reduce -0.4% | 178,396 | $5.2M |
| Alpha Omega Wealth Management LLC | 0.79% | Reduce -2.6% | 178,179 | $5.2M |
| Pullen Investment Management, LLC | 2.34% | Reduce -0.2% | 174,828 | $5.1M |
| Joule Financial, LLC | 1.37% | Reduce -1.7% | 174,664 | $5.1M |
| Whitener Capital Management, Inc. | 1.07% | Reduce -3.0% | 173,802 | $5.0M |
| Stillwater Private Wealth, LLC | 3.26% | Reduce -45.7% | 167,332 | $5.0M |
| Farnam Financial LLC | 3.64% | Reduce -8.2% | 172,163 | $5.0M |
| Wbi Investments, LLC | 1.22% | Reduce -2.6% | 169,993 | $4.9M |
| Aspire Capital Advisors LLC | 0.95% | Add +4.1% | 168,788 | $4.9M |
| Klingenstein Fields & Co. LP | 0.17% | No change | 168,123 | $4.9M |
| Cambridge Financial Group, LLC | 1.52% | Reduce -4.2% | 166,962 | $4.8M |
| Cozad Asset Management Inc. | 0.31% | Reduce -7.0% | 166,669 | $4.8M |
| CRA Financial Services, LLC | 0.55% | Add +7.1% | 165,178 | $4.8M |
| Naples Global Advisors, LLC | 0.29% | Reduce -0.8% | 159,753 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -15.6% | 159,615 | $4.6M |
| Blueprint Financial Advisors LLC | 0.51% | Add +1.3% | 159,271 | $4.6M |
| Midwestern Financial, LLC | 3.23% | Reduce -11.7% | 159,235 | $4.6M |
| Signaturefd, LLC | 0.06% | Add +12.8% | 157,996 | $4.6M |
| Highland Capital Management, LLC | 0.21% | Reduce -0.2% | 157,662 | $4.6M |
| Amicus Financial Advisors, LLC | 1.12% | Reduce -9.3% | 157,377 | $4.6M |
| Ieq Capital, LLC | 0.02% | Add +9.4% | 156,331 | $4.5M |
| Avalon Advisory Group | 1.65% | Reduce -0.3% | 154,624 | $4.5M |
| OpenArc Corporate Advisory, LLC | 0.05% | New | 151,368 | $4.4M |
| WealthCollab, LLC | 1.59% | Add +0.0% | 151,220 | $4.4M |
| Chapman Financial Group, LLC | 2.89% | Reduce -1.0% | 150,192 | $4.3M |
| Opus Capital Group, LLC | 0.42% | Reduce -9.1% | 149,617 | $4.3M |
| Atlas Capital Advisors Inc. | 0.47% | Add +1.4% | 147,900 | $4.3M |
| Krilogy Financial LLC | 0.13% | Reduce -18.5% | 146,351 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -4.0% | 146,133 | $4.2M |
| Rosenberg Matthew Hamilton | 0.78% | Reduce -0.1% | 145,486 | $4.2M |
| Tortoise Investment Management, LLC | 0.31% | Reduce -0.7% | 145,287 | $4.2M |
| Asset Dedication, LLC | 0.26% | Add +0.7% | 144,400 | $4.2M |
| Planning Alternatives Ltd. | 0.45% | Reduce -8.8% | 144,057 | $4.2M |
| Dakota Wealth Management | 0.08% | Reduce -4.7% | 143,620 | $4.2M |
| Carret Asset Management, LLC | 0.36% | Add +0.9% | 142,624 | $4.1M |
| TRB Wealth Management, LLC | 0.54% | Reduce -0.6% | 140,602 | $4.1M |
| Daybright Advisory Services, Inc. | 0.96% | Reduce -0.0% | 139,705 | $4.0M |
| L. Roy Papp & Associates, LLP | 0.42% | Add +0.1% | 139,075 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.52% | Reduce -3.3% | 138,086 | $4.0M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -0.4% | 137,875 | $4.0M |
| Flatrock Wealth Partners LLC | 1.56% | No change | 137,288 | $4.0M |
| Whitegate Investment Counselors, Inc. | 1.13% | Add +6.9% | 137,227 | $4.0M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -0.4% | 137,176 | $4.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +14.7% | 136,534 | $4.0M |
| Thrive Wealth Management, LLC | 0.51% | Add +2.9% | 135,713 | $3.9M |
| Silver Oak Advisory Group, Inc. | 1.54% | Reduce -10.4% | 134,610 | $3.9M |
| Smith, Moore & Co. | 0.25% | Reduce -1.6% | 134,510 | $3.9M |
| Cambridge Advisors Inc. | 0.67% | Reduce -0.4% | 134,440 | $3.9M |
| Planned Solutions, Inc. | 1.10% | Add +3.1% | 132,202 | $3.8M |
| Global Retirement Partners, LLC | 0.06% | — | 131,714 | $3.8M |
| Spreng Capital Management, Inc. | 1.38% | Reduce -2.2% | 131,459 | $3.8M |
| Selby Wealth Management, LLC | 1.34% | Add +4.1% | 130,458 | $3.8M |
| Long Island Wealth Management, Inc. | 1.56% | Add +0.1% | 130,263 | $3.8M |
| Pacific Park Financial, Inc. | 2.18% | Reduce -16.8% | 129,590 | $3.8M |
| Archer Investment Management, LLC | 1.28% | Add +6.3% | 129,422 | $3.7M |
| Choreo, LLC | 0.04% | Add +7.6% | 128,669 | $3.7M |
| Cross Staff Investments Inc | 2.10% | Add +3.3% | 128,665 | $3.7M |
| Chesley Taft & Associates LLC | 0.14% | Reduce -2.4% | 127,633 | $3.7M |
| Intrua Financial, LLC | 0.35% | Add +1.6% | 127,412 | $3.7M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -6.5% | 126,591 | $3.7M |
| C M Bidwell & Associates Ltd. | 1.50% | Reduce -0.4% | 126,375 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +56.5% | 125,309 | $3.6M |
| SageView Advisory Group, LLC | 0.12% | Add +2.5% | 124,386 | $3.6M |
| Triangle Securities Wealth Management | 0.71% | Add +3.0% | 124,085 | $3.6M |
| Sachetta, LLC | 1.73% | Add +0.7% | 122,890 | $3.6M |
| BCS Wealth Management | 0.64% | Add +3.0% | 121,906 | $3.5M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 121,665 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +155.1% | 121,354 | $3.5M |
| Basso Capital Management, L.P. | 0.87% | Add +7344.2% | 121,340 | $3.5M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | Reduce -2.5% | 120,673 | $3.5M |
| S.E.E.D. Planning Group LLC | 0.91% | New | 119,521 | $3.5M |
| Advus Financial Partners, LLC | 0.78% | Reduce -8.6% | 119,245 | $3.5M |
| PFG Advisors | 0.17% | Reduce -9.7% | 119,074 | $3.4M |
| 3 Factor Indexing, LLC | 2.92% | Reduce -0.5% | 119,039 | $3.4M |
| RTD Financial Advisors, Inc. | 0.38% | Add +0.0% | 118,904 | $3.4M |
| Topsail Wealth Management, LLC | 0.44% | Reduce -1.9% | 118,632 | $3.4M |
| Cypress Point Wealth Management, LLC | 0.70% | Reduce -10.4% | 118,389 | $3.4M |
| BIP Wealth, LLC | 0.10% | Add +340.1% | 118,200 | $3.4M |
| Luminvest Wealth Management LLC | 0.79% | Add +59.5% | 118,077 | $3.4M |
| Roger Wittlin Investment Advisory, LLC | 2.68% | Reduce -61.0% | 117,806 | $3.4M |
| Medallion Wealth Advisors, LLC | 1.07% | Reduce -2.9% | 117,410 | $3.4M |
| Rialto Wealth Management, LLC | 0.67% | Reduce -2.7% | 117,236 | $3.4M |
| Ridgewood Investments LLC | 1.26% | Add +1.6% | 116,689 | $3.4M |
| Game Plan Financial Advisors, LLC | 1.35% | Reduce -17.7% | 116,467 | $3.4M |
| ARK & TLK Investments, LLC | 0.83% | Reduce -0.9% | 115,756 | $3.4M |
| Elevation Wealth Partners, LLC | 1.00% | Reduce -1.8% | 115,740 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +4.2% | 115,452 | $3.3M |
| Financial Consulate, Inc. | 0.37% | Add +7.0% | 114,378 | $3.3M |
| Mayfair Advisory Group, LLC | 0.99% | Reduce -0.6% | 115,422 | $3.3M |
| Foster Group, Inc. | 0.09% | Reduce -1.1% | 113,474 | $3.3M |
| Gleason Group, Inc. | 0.29% | Add +5.0% | 112,962 | $3.3M |
| Skyline Advisors, Inc. | 1.03% | Reduce 0.0% | 112,885 | $3.3M |
| Cherry Tree Wealth Management, LLC | 0.61% | Reduce -1.5% | 112,414 | $3.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Add +0.0% | 112,400 | $3.3M |
| Fiduciary Financial Advisors | 0.33% | New | 111,756 | $3.2M |
| Lincoln Capital Corp. | 1.05% | Reduce -2.4% | 111,299 | $3.2M |
| Cathy Pareto & Associates, Inc. | 1.87% | Add +0.3% | 109,888 | $3.2M |
| Segment Wealth Management, LLC | 0.16% | Add +11.6% | 108,991 | $3.2M |
| Angeles Wealth Management, LLC | 0.14% | No change | 108,801 | $3.2M |
| MCF Advisors LLC | 0.11% | Reduce -15.4% | 107,501 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -1.7% | 107,451 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +30.1% | 107,425 | $3.1M |
| Financial Designs Corp | 1.66% | Reduce -4.7% | 107,175 | $3.1M |
| RVW Wealth, LLC | 0.20% | Add +0.2% | 107,069 | $3.1M |
| DHJJ Financial Advisors, Ltd. | 0.89% | Reduce -3.8% | 106,371 | $3.1M |
| Financial Futures Ltd Liability Co. | 1.17% | Add +10.2% | 106,237 | $3.1M |
| Peachtree Investment Partners, LLC | 0.98% | Reduce -8.8% | 105,452 | $3.1M |
| Sjbenen Advisory, LLC | 1.81% | Add +37.6% | 105,153 | $3.0M |
| YHB Investment Advisors, Inc. | 0.19% | Reduce -0.5% | 104,866 | $3.0M |
| Elser Financial Planning, Inc | 0.13% | No change | 104,795 | $3.0M |
| Optima Capital LLC | 1.20% | Add +1.6% | 104,679 | $3.0M |
| Prospera Financial Services Inc | 0.04% | Add +7.6% | 104,251 | $3.0M |
| Wilkins Miller Wealth Management, LLC | 1.66% | Reduce -0.3% | 104,089 | $3.0M |
| Midwest Capital Advisors, LLC | 1.22% | Add +1.0% | 103,954 | $3.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.3% | 103,832 | $3.0M |
| Elm Partners Management LLC | 0.11% | Reduce -0.1% | 102,915 | $3.0M |
| American Investment Services, Inc. | 0.63% | Add +0.0% | 102,887 | $3.0M |
| Penney Financial, LLC | 1.04% | Reduce -8.6% | 102,649 | $3.0M |
| Boltwood Capital Management | 0.68% | Reduce -0.1% | 102,641 | $3.0M |
| Wealth Group Ltd | 0.57% | Reduce -2.9% | 102,449 | $3.0M |
| ZWJ Investment Counsel Inc. | 0.10% | Reduce -1.2% | 102,437 | $3.0M |
| Larson Financial Group LLC | 0.08% | Add +80.6% | 102,206 | $3.0M |
| Values Added Financial LLC | 1.06% | Add +0.0% | 101,403 | $2.9M |
| Farrow Financial, Inc. | 1.56% | Reduce -5.0% | 101,066 | $2.9M |
| Ironwood Wealth Management, LLC. | 0.65% | Reduce -1.1% | 100,622 | $2.9M |
| Noble Family Wealth, LLC | 0.52% | Add +0.2% | 99,561 | $2.9M |
| Belpointe Asset Management LLC | 0.09% | Reduce -25.0% | 99,503 | $2.9M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -1.9% | 98,506 | $2.9M |
| Dorato Capital Management | 1.93% | Add +0.3% | 97,361 | $2.8M |
| West Paces Advisors Inc. | 0.47% | Reduce -1.5% | 97,156 | $2.8M |
| Mason & Associates, LLC | 0.58% | Add +0.0% | 97,033 | $2.8M |
| Geometric Wealth Advisors | 0.30% | Add +6.9% | 95,454 | $2.8M |
| Great Waters Wealth Management | 0.25% | Reduce -0.3% | 94,971 | $2.8M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 94,055 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +10.3% | 93,911 | $2.7M |
| Simplicity Wealth,LLC | 0.09% | New | 93,798 | $2.7M |
| Holderness Investments Co. | 0.45% | Add +1.8% | 93,310 | $2.7M |
| Indivisible Partners | 0.15% | Add +1.0% | 93,234 | $2.7M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -0.8% | 92,997 | $2.7M |
| Ancora Advisors LLC | 0.05% | Add +0.7% | 92,080 | $2.7M |
| Vise Technologies, Inc. | 0.03% | Add +154.1% | 91,614 | $2.7M |
| FAS Wealth Partners, Inc. | 0.14% | Add +0.6% | 91,420 | $2.6M |
| Operose Advisors LLC | 0.51% | Add +0.3% | 91,306 | $2.6M |
| Novare Capital Management LLC | 0.19% | Add +0.2% | 90,796 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.25% | Reduce -0.3% | 89,992 | $2.6M |
| Callahan Advisors, LLC | 0.20% | Add +3.8% | 89,990 | $2.6M |
| Asset Management Group, Inc. | 0.38% | Reduce -2.0% | 89,663 | $2.6M |
| SpringVest Wealth Management LLC | 1.63% | Reduce -0.0% | 89,535 | $2.6M |
| Kastel Capital Advisors, LLC | 1.62% | Reduce -6.6% | 102,003 | $2.6M |
| Essex LLC | 0.39% | Reduce -6.3% | 88,389 | $2.6M |
| Texas Yale Capital Corp. | 0.06% | No change | 88,351 | $2.6M |
| Prestige Wealth Management Group LLC | 0.46% | Reduce -0.6% | 87,565 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.6% | 87,392 | $2.5M |
| CX Institutional | 0.07% | Add +4.4% | 87,379 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.3% | 86,895 | $2.5M |
| Hendershot Investments Inc. | 0.32% | Reduce -1.8% | 85,668 | $2.5M |
| Barden Capital Management, Inc. | 2.28% | Add +0.4% | 85,313 | $2.5M |
| Western Wealth Management, LLC | 0.08% | Reduce -18.1% | 85,075 | $2.5M |
| Ami Investment Management Inc. | 0.52% | Reduce -1.3% | 84,838 | $2.5M |
| Quadrant Capital Group LLC | 0.07% | Add +2.1% | 84,654 | $2.5M |
| NewEdge Wealth, LLC | 0.02% | Add +0.1% | 84,564 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.2% | 84,283 | $2.4M |
| D'Orazio & Associates, Inc. | 0.28% | Add +0.0% | 83,737 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -3.8% | 83,546 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 83,415 | $2.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.48% | No change | 83,063 | $2.4M |
| Keybank National Association | 0.01% | Add +0.3% | 83,045 | $2.4M |
| Financial Management Professionals, Inc. | 0.23% | Reduce -2.9% | 82,591 | $2.4M |
| Howe & Rusling Inc. | 0.14% | Reduce -2.8% | 82,584 | $2.4M |
| PDS Planning, Inc | 0.14% | Add +52.1% | 82,474 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Reduce -6.0% | 81,600 | $2.4M |
| Seeds Investor LLC | 0.24% | Reduce -47.8% | 81,072 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -16.3% | 80,938 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +1.3% | 80,562 | $2.3M |
| Traphagen Investment Advisors LLC | 0.17% | Reduce -5.5% | 80,873 | $2.3M |
| Capital Advisors Inc. | 0.03% | Reduce -2.2% | 80,630 | $2.3M |
| Aspiriant, LLC | 0.06% | Add +1.1% | 80,573 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.65% | Reduce -10.7% | 80,233 | $2.3M |
| Van Cleef Asset Management,Inc | 0.24% | No change | 79,668 | $2.3M |
| One Capital Management, LLC | 0.06% | No change | 91,802 | $2.3M |
| Weik Capital Management | 0.88% | Reduce -6.7% | 79,390 | $2.3M |
| Clear Retirement Advice LLC | 1.57% | Reduce -0.8% | 79,270 | $2.3M |
| Curi Capital, LLC | 0.04% | Add +5.1% | 78,922 | $2.3M |
| Selective Wealth Management, Inc. | 0.59% | Add +6.8% | 78,712 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +32.6% | 77,903 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +4.4% | 77,866 | $2.3M |
| Kera Capital Partners, Inc. | 0.22% | Add +0.2% | 77,738 | $2.3M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.0% | 77,631 | $2.2M |
| Souders Financial Advisors | 0.23% | Reduce -3.0% | 77,225 | $2.2M |
| Renaissance Technologies | 0.00% | New | 77,200 | $2.2M |
| Envision Financial LLC | 1.03% | Add +23.6% | 76,886 | $2.2M |
| Modus Advisors, LLC | 0.55% | No change | 76,678 | $2.2M |
| Weaver Capital Management LLC | 0.49% | No change | 88,190 | $2.2M |
| Sigma Investment Counselors Inc. | 0.11% | Add +1.5% | 76,114 | $2.2M |
| Regent Peak Wealth Advisors LLC | 0.41% | Reduce -2.6% | 75,700 | $2.2M |
| Exchange Bank | 1.36% | Reduce -1.1% | 75,676 | $2.2M |
| Commerce Bank | 0.01% | Add +32.1% | 75,010 | $2.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.5% | 74,751 | $2.2M |
| Adams Wealth Management | 0.41% | Reduce -10.0% | 74,350 | $2.2M |
| CacheTech Inc. | 0.35% | Reduce -10.0% | 74,350 | $2.2M |
| Zions Bancorporation, National Association | 0.13% | Reduce -5.5% | 73,728 | $2.1M |
| Sawgrass Asset Management LLC | 0.28% | No change | 73,715 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.76% | Reduce -1.3% | 72,116 | $2.1M |
| Csenge Advisory Group | 0.08% | Reduce -27.1% | 71,774 | $2.1M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -3.9% | 71,742 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.4% | 71,722 | $2.1M |
| CMH Wealth Management LLC | 0.31% | Add +4.5% | 70,320 | $2.0M |
| Gradient Capital Advisors, LLC | 0.47% | Add +0.6% | 69,938 | $2.0M |
| Newman Dignan & Sheerar, Inc. | 0.39% | Reduce -0.2% | 69,825 | $2.0M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -2.5% | 69,633 | $2.0M |
| North Forty Two & Co. | 1.70% | Add +0.0% | 69,100 | $2.0M |
| WFA of San Diego, LLC | 1.64% | Reduce -4.7% | 66,345 | $2.0M |
| Diversified Trust Co. | 0.03% | Add +0.8% | 68,655 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +5.8% | 68,255 | $2.0M |
| Eley Financial Management, Inc | 0.64% | Reduce -0.2% | 68,119 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 67,989 | $2.0M |
| Fiduciary Group, LLC | 0.15% | Reduce -1.1% | 67,973 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.56% | Reduce -0.1% | 67,727 | $2.0M |
| Sunpointe, LLC | 0.56% | Add +1.0% | 67,680 | $2.0M |
| Vanguard Advisers Inc. | 0.01% | Reduce -1.7% | 67,676 | $2.0M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -3.4% | 67,545 | $2.0M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.0% | 67,265 | $1.9M |
| waypoint wealth counsel | 1.22% | Add +0.3% | 67,152 | $1.9M |
| FSM Wealth Advisors, LLC | 0.21% | Add +0.1% | 66,877 | $1.9M |
| S.A. Mason LLC | 0.59% | Add +0.0% | 66,870 | $1.9M |
| Range Advisory, LLC | 0.23% | Add +71.4% | 66,755 | $1.9M |
| Value Investment Professionals, LLC | 1.61% | New | 66,283 | $1.9M |
| Missouri Trust & Investment Co | 0.52% | Add +0.9% | 66,245 | $1.9M |
| Bogart Wealth, LLC | 0.07% | Reduce -3.6% | 65,639 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +4.7% | 65,595 | $1.9M |
| Encompass More Asset Management | 0.28% | Add +33.9% | 64,924 | $1.9M |
| Earned Wealth Advisors, LLC | 0.12% | Add +5.4% | 64,757 | $1.9M |
| Blossom Wealth Management | 2.64% | Add +0.7% | 64,580 | $1.9M |
| CGN Advisors LLC | 0.14% | Reduce -1.7% | 64,224 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +14.6% | 63,600 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -81.6% | 63,367 | $1.8M |
| Abacus Planning Group, Inc. | 0.23% | Add +0.0% | 63,235 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.18% | Reduce -9.8% | 63,123 | $1.8M |
| Lionshead Wealth Management, LLC | 1.18% | Add +2.0% | 62,911 | $1.8M |
| RKL Wealth Management LLC | 0.14% | Reduce -0.2% | 62,777 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.24% | Reduce -7.8% | 62,668 | $1.8M |
| BSW Wealth Partners | 0.20% | Reduce -1.4% | 62,590 | $1.8M |
| Smartleaf Asset Management LLC | 0.06% | No change | 62,775 | $1.8M |
| Northern Lights Advisors, Inc. | 0.98% | Add +8.3% | 62,229 | $1.8M |
| Mgo One Seven LLC | 0.03% | Reduce -4.0% | 61,667 | $1.8M |
| Independent Advisor Alliance | 0.04% | Reduce -39.0% | 61,407 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -0.1% | 70,598 | $1.8M |
| Lake Street Private Wealth, LLC | 0.20% | No change | 61,200 | $1.8M |
| Trust Co. of Vermont | 0.07% | — | 61,174 | $1.8M |
| REDW Wealth LLC | 0.63% | Reduce -0.4% | 60,820 | $1.8M |
| HUB Investment Partners, LLC | 0.03% | Add +1.1% | 60,288 | $1.7M |
| LexAurum Advisors, LLC | 0.20% | Reduce -5.2% | 59,310 | $1.7M |
| Wealth Architects, LLC | 0.13% | Add +0.3% | 58,763 | $1.7M |
| Everstar Asset Management, LLC | 0.81% | Reduce -2.0% | 57,759 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 57,712 | $1.7M |
| Riverchase Wealth Management, LLC | 0.77% | No change | 57,249 | $1.7M |
| Freestone Capital Holdings, LLC | 0.04% | Add +76.5% | 57,185 | $1.7M |
| CoreCap Advisors, LLC | 0.05% | Add +3.1% | 57,147 | $1.7M |
| Brookwood Investment Group LLC | 0.19% | Add +3.0% | 57,040 | $1.7M |
| CFO4Life Group, LLC | 0.22% | New | 56,853 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -2.4% | 56,852 | $1.6M |
| Main Street Group, LTD | 0.41% | Reduce -1.7% | 56,427 | $1.6M |
| Signature Resources Capital Management, LLC | 0.64% | Reduce -1.7% | 56,223 | $1.6M |
| Private Trust Co. NA | 0.13% | Reduce -12.8% | 55,397 | $1.6M |
| Diversify Advisory Services, LLC | 0.03% | Add +539.4% | 55,830 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Add +6.7% | 55,830 | $1.6M |
| Ullmann Wealth Partners Group, LLC | 0.14% | No change | 55,028 | $1.6M |
| Provident Living Financial Services, Inc. | 1.57% | Add +0.3% | 54,958 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.9% | 54,881 | $1.6M |
| Bailard, Inc. | 0.03% | Reduce -2.8% | 54,711 | $1.6M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -0.5% | 54,442 | $1.6M |
| Morling Financial Advisors, LLC | 0.44% | Reduce -1.7% | 54,435 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.38% | Add +8.6% | 54,416 | $1.6M |
| Fonville Wealth Management LLC | 0.26% | Reduce -1.4% | 54,129 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.23% | Reduce -1.5% | 53,774 | $1.6M |
| Grant Street Asset Management, Inc. | 0.25% | Add +0.3% | 53,288 | $1.5M |
| Westbourne Investments, Inc. | 0.63% | Reduce -2.4% | 53,207 | $1.5M |
| Pasadena Private Wealth, LLC | 0.20% | No change | 52,916 | $1.5M |
| Freedom Financial Partners LLC | 0.50% | Reduce -0.5% | 52,882 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +8.1% | 52,739 | $1.5M |
| RMG Wealth Management LLC | 0.16% | Add +1.9% | 50,976 | $1.5M |
| KLCM Advisors, Inc. | 0.12% | Add +1.4% | 52,352 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.49% | Reduce -0.7% | 52,170 | $1.5M |
| Hurley Capital, LLC | 0.77% | Add +0.2% | 51,449 | $1.5M |
| Greenspring Advisors, LLC | 0.08% | Add +2.8% | 51,255 | $1.5M |
| Seascape Capital Management | 0.35% | Reduce -4.0% | 50,118 | $1.5M |
| Tandem Investment Partners LLC | 1.10% | Add +3.8% | 49,444 | $1.4M |
| Physician Wealth Solutions Inc. | 0.54% | Reduce -2.8% | 49,224 | $1.4M |
| Axos Invest Inc. | 1.04% | Reduce -29.6% | 49,191 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.80% | Add +1.3% | 48,987 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.21% | Add +0.0% | 48,698 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +7.8% | 48,688 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +74.9% | 48,692 | $1.4M |
| Attessa Capital LLC | 0.63% | Reduce -1.0% | 48,135 | $1.4M |
| Foresight Capital Management Advisors, Inc. | 0.67% | Add +0.3% | 47,847 | $1.4M |
| Eaton Financial Holdings Company, LLC | 0.38% | Add +34.8% | 47,773 | $1.4M |
| Cornerstone Planning, LLC | 0.32% | No change | 47,712 | $1.4M |
| Traction Financial Partners, LLC | 0.73% | Add +14.7% | 47,335 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Reduce -1.7% | 47,284 | $1.4M |
| Midwest Financial Group LLC | 0.48% | Add +0.5% | 47,258 | $1.4M |
| Keebeck Wealth Management | 0.13% | Add +0.0% | 46,983 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.09% | No change | 46,720 | $1.4M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -9.5% | 46,431 | $1.3M |
| Tiemann Investment Advisors, LLC | 0.48% | Reduce -0.7% | 46,145 | $1.3M |
| Ketron Financial | 0.41% | Add +7.6% | 45,531 | $1.3M |
| Roffman Miller Associates Inc. | 0.07% | Add +8.9% | 45,324 | $1.3M |
| L.K. Benson & Company, P.C. | 0.40% | Add +0.1% | 45,297 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.22% | Reduce -1.6% | 45,239 | $1.3M |
| Tidal Investments LLC | 0.00% | Add +47.4% | 45,100 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 44,302 | $1.3M |
| Smith & Howard Wealth Management, LLC | 0.26% | Reduce -3.1% | 44,085 | $1.3M |
| Ballast Rock Private Wealth LLC | 0.59% | Add +0.0% | 43,782 | $1.3M |
| Colorado Capital Management, Inc. | 0.43% | Add +0.3% | 43,678 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.21% | No change | 43,541 | $1.3M |
| Oarsman Capital, Inc. | 0.13% | Reduce -1.1% | 43,292 | $1.3M |
| Smith Salley Wealth Management | 0.05% | No change | 42,928 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.3% | 42,859 | $1.2M |
| McCarthy Asset Management, Inc. | 0.58% | — | 42,395 | $1.2M |
| SVB Wealth LLC | 0.08% | No change | 42,278 | $1.2M |
| Hamilton Wealth, LLC | 0.22% | No change | 42,246 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -7.1% | 42,163 | $1.2M |
| Summit Place Financial Advisors, LLC | 0.53% | No change | 41,614 | $1.2M |
| Legacy Wealth Management, LLC | 0.06% | Add +1.1% | 41,259 | $1.2M |
| Altus Wealth Group LLC | 0.43% | Add +0.2% | 41,163 | $1.2M |
| Mengis Capital Management, Inc. | 0.18% | Reduce -0.7% | 41,072 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.9% | 40,725 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +0.1% | 40,568 | $1.2M |
| Quantify Chaos Advisors, LLC | 3.29% | Add +0.3% | 40,273 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.39% | Add +21.1% | 40,151 | $1.2M |
| Carolina Wealth Management Inc | 0.53% | — | 39,861 | $1.2M |
| Waycross Investment Management Co | 0.88% | Reduce -0.3% | 39,717 | $1.2M |
| Barrett & Company, Inc. | 0.32% | Reduce -2.4% | 39,693 | $1.1M |
| Miller Capital Partners, Inc. | 0.45% | Add +0.3% | 39,423 | $1.1M |
| Fulcrum Equity Management | 0.92% | Add +41.3% | 39,412 | $1.1M |
| Tompkins Financial Corp. | 0.08% | Reduce -14.3% | 38,998 | $1.1M |
| Evanson Financial, LLC | 0.06% | — | 38,978 | $1.1M |
| Soltis Investment Advisors LLC | 0.06% | Reduce -2.5% | 38,731 | $1.1M |
| One Day In July LLC | 0.08% | Reduce -0.3% | 38,690 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +18.3% | 38,677 | $1.1M |
| Twelve Points Wealth Management LLC | 0.22% | Reduce -7.1% | 38,675 | $1.1M |
| Citigroup Inc. | 0.00% | Add +2.8% | 38,641 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Reduce -7.8% | 38,391 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.47% | Reduce -0.1% | 38,360 | $1.1M |
| Waterloo Capital, L.P. | 0.06% | Add +7.0% | 38,258 | $1.1M |
| BlueStem Wealth Partners, LLC | 0.11% | Reduce -2.3% | 38,198 | $1.1M |
| Evermay Wealth Management LLC | 0.11% | Reduce -1.8% | 38,193 | $1.1M |
| Apollon Financial, LLC | 0.13% | Add +197.7% | 38,096 | $1.1M |
| Nuveen, LLC | 0.00% | New | 37,819 | $1.1M |
| Plancorp, LLC | 0.03% | Add +26.0% | 37,618 | $1.1M |
| Abound Wealth Management | 0.22% | Add +1.7% | 37,430 | $1.1M |
| High Probability Advisors, LLC | 0.12% | Add +2.0% | 37,355 | $1.1M |
| Madrid Wealth Management, LLC | 0.71% | Reduce -1.4% | 37,342 | $1.1M |
| Ironwood Financial, llc | 0.17% | Reduce -0.9% | 37,158 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Reduce -69.4% | 37,133 | $1.1M |
| Burkett Financial Services, LLC | 0.34% | Reduce -8.4% | 37,050 | $1.1M |
| FF Advisors,LLC | 0.40% | Reduce -1.6% | 37,005 | $1.1M |
| Guardian Wealth Management, Inc. | 0.53% | Reduce -16.3% | 36,953 | $1.1M |
| CAP Partners, LLC | 0.52% | Reduce -1.0% | 36,893 | $1.1M |
| Phocas Financial Corp. | 0.15% | No change | 36,417 | $1.1M |
| Diligent Investors, LLC | 0.23% | Reduce -2.8% | 36,374 | $1.1M |
| WLTH Capital Management, LLC | 0.67% | Reduce -13.0% | 36,339 | $1.1M |
| Ethic Inc. | 0.01% | New | 36,280 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.1% | 35,914 | $1.0M |
| Lynx Investment Advisory | 0.34% | New | 35,692 | $1.0M |
| Westmount Partners, LLC | 0.23% | Reduce -2.5% | 35,593 | $1.0M |
| Burton Enright Welch | 0.12% | Reduce -0.1% | 35,105 | $1.0M |
| Wealthgarden F.S. LLC | 0.58% | Add +2.8% | 35,074 | $1.0M |
| Snowden Capital Advisors LLC | 0.02% | Add +207.6% | 34,926 | $1.0M |
| Aegis Wealth Management LLC | 0.47% | Add +0.8% | 34,646 | $1.0M |
| Next Capital Management LLC | 0.27% | Add +4.2% | 34,620 | $1.0M |
| Chilton Capital Management LLC | 0.03% | Reduce -1.1% | 34,598 | $1.0M |
| NorthRock Partners, LLC | 0.01% | Add +3.9% | 34,542 | $1.0M |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 34,485 | $999K |
| Country Trust Bank | 0.02% | Reduce -4.3% | 34,485 | $999K |
| Milestones Private Investment Advisors LLC | 0.79% | Reduce -8.2% | 34,389 | $996K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 34,300 | $993K |
| Apella Capital, LLC | 0.01% | Add +42.7% | 34,321 | $993K |
| Mission Creek Capital Partners, Inc. | 0.17% | Add +4.6% | 34,275 | $993K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +30169.0% | 34,204 | $991K |
| Adkins Seale Capital Management LLC | 0.88% | No change | 34,200 | $990K |
| Gilpin Wealth Management, LLC | 0.68% | Add +0.0% | 34,160 | $989K |
| Mason & Associates Inc | 0.16% | Add +0.0% | 34,140 | $989K |
| DecisionMap Wealth Management, LLC | 0.55% | Reduce -1.0% | 34,060 | $986K |
| Indie Asset Partners, LLC | 0.94% | Reduce -3.9% | 33,858 | $981K |
| DecisionPoint Financial, LLC | 0.18% | No change | 33,423 | $966K |
| Beacon Capital Management, LLC | 0.14% | Add +0.0% | 33,208 | $962K |
| Magnus Financial Group LLC | 0.07% | Add +3.5% | 32,841 | $951K |
| Grandview Asset Management LLC | 0.24% | Add +28.0% | 32,833 | $951K |
| One Wealth Management Investment & Advisory Services, LLC | 0.99% | Reduce -13.0% | 32,709 | $947K |
| Geneos Wealth Management Inc. | 0.02% | No change | 32,553 | $943K |
| Lawood & Co. | 0.64% | Reduce -3.0% | 32,510 | $941K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +6.2% | 32,345 | $940K |
| Consilium Wealth Advisory, LLC | 0.28% | No change | 32,405 | $938K |
| Hudock, Inc. | 0.12% | Add +0.1% | 32,196 | $932K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +22.6% | 32,164 | $931K |
| Builder Investment Group Inc. | 0.18% | Add +1.3% | 31,992 | $926K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +0.0% | 31,788 | $921K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 31,470 | $911K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +4.4% | 31,359 | $908K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -1.5% | 31,351 | $908K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.3% | 31,022 | $898K |
| Veracity Capital LLC | 0.24% | No change | 31,020 | $898K |
| Wealthcare Capital Management LLC | 0.09% | No change | 30,952 | $896K |
| Womack Financial LLC | 0.59% | Add +0.9% | 30,891 | $895K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +20.4% | 30,875 | $894K |
| First Citizens Bank & Trust Co. | 0.01% | Add +91.0% | 30,825 | $893K |
| Fisher Asset Management | 0.00% | Reduce -58.6% | 30,562 | $885K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -2.4% | 30,541 | $884K |
| Costello Asset Management, INC | 0.27% | Add +0.1% | 30,502 | $883K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.6% | 30,390 | $880K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -65.0% | 30,292 | $877K |
| Capital Planning LLC | 0.25% | New | 30,216 | $875K |
| Forum Financial Management, LP | 0.01% | Reduce -1.0% | 30,186 | $874K |
| Callan Family Office, LLC | 0.02% | No change | 30,000 | $869K |
| Bowie Capital Management, LLC | 0.04% | No change | 30,000 | $869K |
| Hills Bank & Trust Co | 0.04% | No change | 30,000 | $869K |
| Tannin Capital LLC | 0.57% | Add +0.0% | 29,704 | $860K |
| Horizon Investment Services, LLC | 0.24% | Add +0.2% | 29,578 | $857K |
| OneAscent Wealth Management LLC | 0.25% | Reduce -2.4% | 29,445 | $853K |
| North Star Investment Management Corp. | 0.05% | No change | 29,352 | $850K |
| GatePass Capital, LLC | 0.33% | Add +0.3% | 29,167 | $845K |
| Crewe Advisors LLC | 0.06% | Add +0.1% | 29,076 | $842K |
| BNC Wealth Management, LLC | 0.20% | Reduce -1.2% | 29,068 | $842K |
| Sightline Wealth Advisors, LLC | 0.31% | Add +6.6% | 28,886 | $837K |
| First Fiduciary Investment Counsel, Inc. | 0.16% | New | 28,818 | $835K |
| Northern Capital Management, Inc. | 0.35% | Reduce -1.7% | 28,633 | $829K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -18.3% | 28,600 | $828K |
| Three Bearings Fiduciary Advisors, Inc. | 0.73% | Reduce -8.1% | 28,315 | $820K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 28,251 | $818K |
| Bantamac Capital, LLC | 0.58% | No change | 28,200 | $817K |
| Marquette Associates, Inc. | 0.59% | Reduce -12.8% | 27,896 | $808K |
| True Blue Financial, LLC | 0.34% | No change | 27,801 | $805K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +2.7% | 27,425 | $794K |
| Total Clarity Wealth Management, Inc. | 0.15% | Reduce -0.8% | 27,425 | $794K |
| Citizens Financial Group Inc. | 0.01% | Add +196.2% | 27,403 | $794K |
| Perennial Advisors, LLC | 0.12% | Add +1.4% | 27,350 | $792K |
| Twele Capital Management, Inc. | 0.13% | Reduce -2.0% | 27,279 | $790K |
| KRM Wealth Management L.L.C. | 0.35% | Add +0.3% | 27,213 | $788K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Reduce -0.5% | 26,834 | $777K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Reduce -0.6% | 26,829 | $777K |
| Root Financial Partners, LLC | 0.03% | Add +10.8% | 26,800 | $776K |
| Baker Tilly Wealth Management, LLC | 0.17% | Add +0.1% | 26,648 | $772K |
| Muirfield Wealth Advisors LLC | 0.50% | Reduce -8.1% | 26,585 | $770K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.8% | 26,516 | $768K |
| Ade, LLC | 0.32% | Add +103.4% | 26,502 | $768K |
| Apex Wealth Management, LLC | 0.47% | Reduce -0.2% | 26,495 | $767K |
| Heritage Trust Co | 0.07% | New | 26,110 | $756K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -0.0% | 26,059 | $755K |
| R. W. Roge & Company, Inc. | 0.32% | No change | 25,969 | $752K |
| Advisor OS, LLC | 0.05% | Reduce -1.1% | 25,944 | $751K |
| McAdam, LLC | 0.03% | Reduce -1.6% | 25,519 | $739K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.1% | 25,506 | $739K |
| Scott & Selber, Inc. | 0.16% | Reduce -6.0% | 25,448 | $737K |
| Shepherd Street Advisors LLC | 0.64% | Reduce -0.1% | 25,097 | $732K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.0% | 25,238 | $731K |
| Greenline Partners, LLC | 0.07% | Add +0.2% | 25,176 | $729K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +0.2% | 25,140 | $728K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 25,092 | $727K |
| Shakespeare Wealth Management, LLC | 0.19% | No change | 25,089 | $727K |
| Hamilton Point Investment Advisors, LLC | 0.10% | No change | 25,067 | $726K |
| Ewa, LLC | 0.13% | Add +3.7% | 25,037 | $725K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -33.4% | 24,728 | $724K |
| OLIO Financial Planning | 0.18% | No change | 24,779 | $718K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -45.0% | 24,777 | $718K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -10.6% | 24,379 | $706K |
| Reliant Wealth Planning | 0.19% | No change | 24,003 | $695K |
| Rollins Financial Advisors, LLC | 0.09% | No change | 23,877 | $691K |
| Daymark Wealth Partners, LLC | 0.02% | Add +2.1% | 23,835 | $690K |
| Advisortrust Partners, LLC | 0.24% | Reduce -14.3% | 23,833 | $690K |
| Foundation Wealth Management, LLC\PA | 0.21% | Reduce -15.5% | 23,694 | $686K |
| IMC-Chicago, LLC | 0.01% | Add +31.1% | 23,489 | $680K |
| IRON Financial LLC | 0.28% | Reduce -0.1% | 23,421 | $678K |
| Tritonpoint Wealth, LLC | 0.07% | No change | 23,412 | $678K |
| TritonPoint Partners, LLC | 0.06% | New | 23,412 | $678K |
| Abacus Wealth Partners, LLC | 0.07% | New | 23,261 | $674K |
| Integral Investment Advisors, Inc. | 0.15% | New | 23,250 | $673K |
| GS Investments, Inc. | 0.49% | No change | 23,220 | $672K |
| Foster & Motley Inc. | 0.03% | Add +1.5% | 23,193 | $672K |
| Aquire Wealth Advisors, LLC | 0.15% | No change | 23,143 | $670K |
| Lanark Financial, Inc. | 0.05% | Add +3.4% | 23,020 | $667K |
| Black Diamond Financial, LLC | 0.06% | Add +1.0% | 22,994 | $666K |
| Kingsview Wealth Management, LLC | 0.01% | Add +76.1% | 22,988 | $666K |
| Summit Asset Management, LLC | 0.09% | Reduce -4.1% | 22,974 | $665K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.0% | 22,880 | $663K |
| Perryman Financial Advisory Inc. | 0.09% | Reduce -15.0% | 22,835 | $661K |
| Integris Wealth Management, LLC | 0.13% | Reduce -5.3% | 22,828 | $661K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.1% | 22,758 | $659K |
| PGIM Custom Harvest LLC | 0.01% | Add +138.1% | 22,570 | $654K |
| Tandem Wealth Advisors LLC | 0.26% | Add +15.0% | 22,524 | $652K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 22,521 | $652K |
| Custos Family Office, LLC | 0.39% | No change | 22,503 | $652K |
| Kilner Capital Advisors, LLC | 0.56% | Reduce -0.2% | 22,286 | $648K |
| Landaas & Co. /Wi | 0.12% | No change | 22,280 | $645K |
| DAVENPORT & Co LLC | 0.00% | Add +19.0% | 22,249 | $644K |
| Aletheian Wealth Advisors LLC | 0.27% | Reduce -12.1% | 22,072 | $639K |
| Total Investment Management Inc. | 0.07% | Add +0.2% | 22,113 | $638K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.6% | 21,939 | $635K |
| Susquehanna International Group, LLP | 0.00% | New | 21,880 | $634K |
| Stone Summit Wealth LLC | 0.16% | No change | 21,859 | $633K |
| Prepared Retirement Institute LLC | 0.27% | Add +0.3% | 21,795 | $631K |
| Faithward Advisors, LLC | 0.08% | Reduce -0.0% | 21,788 | $631K |
| Bennett Selby Investments LP | 0.20% | Add +0.0% | 21,779 | $631K |
| Cambria Investment Management, L.P. | 0.03% | New | 21,749 | $630K |
| Empowered Funds, LLC | 0.00% | New | 21,749 | $630K |
| Waterford Advisors, LLC | 0.17% | No change | 21,744 | $630K |
| Argent Trust Co | 0.02% | No change | 21,636 | $627K |
| Vanguard Capital Wealth Advisors | 0.43% | Reduce -0.3% | 21,625 | $626K |
| Sovereign Financial Group, Inc. | 0.10% | Add +0.1% | 21,492 | $622K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 21,450 | $621K |
| SHUTTLEWORTH & Co | 0.50% | Reduce -8.8% | 21,449 | $621K |
| Prairie Advisory, LLC | 0.15% | — | 21,370 | $619K |
| Hirtle & Co., LLC | 0.02% | No change | 21,347 | $618K |
| Denver PWM, LLC | 0.20% | Reduce -12.7% | 20,364 | $612K |
| Shira Ridge Wealth Management | 0.21% | No change | 21,114 | $611K |
| Broadleaf Partners, LLC | 0.12% | Add +5.4% | 21,055 | $610K |
| Layline Advisors, LLC | 0.55% | Add +0.3% | 21,007 | $608K |
| Keener Financial Planning LLC | 0.22% | No change | 21,006 | $608K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -6.8% | 20,955 | $607K |
| Clay Northam Wealth Management, LLC | 0.30% | Reduce -2.8% | 20,916 | $606K |
| Solutions 4 Wealth, Ltd | 0.78% | Add +11.3% | 20,894 | $605K |
| First Heartland Consultants, Inc. | 0.04% | New | 20,836 | $603K |
| Goelzer Investment Management, Inc. | 0.03% | Add +0.7% | 20,807 | $603K |
| Blankinship & Foster, LLC | 0.12% | Reduce -0.5% | 20,581 | $596K |
| Stewardship Concepts Financial Services LLC | 0.40% | No change | 20,500 | $594K |
| Lederer & Associates Investment Counsel | 0.39% | No change | 20,474 | $593K |
| Centric Wealth Management | 0.09% | No change | 21,359 | $592K |
| Three Bridge Wealth Advisors, LLC | 0.15% | Add +0.1% | 20,401 | $591K |
| CDKV Holdings LLC | 0.46% | Add +0.0% | 20,391 | $591K |
| SouthState Bank Corp | 0.02% | Reduce -13.6% | 20,314 | $588K |
| AF Advisors, Inc. | 0.29% | Reduce -2.4% | 20,256 | $587K |
| Everett Harris & Co. | 0.01% | Add +7.5% | 20,175 | $584K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +0.3% | 20,052 | $581K |
| Northstar Financial Companies, Inc. | 0.39% | No change | 19,975 | $578K |
| TrustWell Financial Advisors, LLC | 0.49% | Reduce -0.9% | 19,868 | $575K |
| Seneca House Advisors | 0.20% | Reduce -0.2% | 19,788 | $573K |
| Aull & Monroe Investment Management Corp | 0.24% | Add +0.8% | 19,739 | $572K |
| Morris Financial Concepts, Inc. | 0.17% | No change | 19,691 | $570K |
| Wernau Asset Management Inc. | 0.54% | No change | 19,554 | $566K |
| Harbor Asset Planning, Inc. | 0.42% | Reduce -1.6% | 19,454 | $563K |
| Legacy Capital Wealth Management, LLC | 0.26% | Add +31.4% | 19,341 | $560K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.3% | 19,327 | $560K |
| RIA Advisory Group LLC | 0.12% | Reduce -2.5% | 19,306 | $559K |
| Smithbridge Asset Management Inc. | 0.08% | Reduce -8.9% | 19,237 | $557K |
| Baldwin Investment Management, LLC | 0.05% | No change | 19,212 | $556K |
| 71 West Capital Partners | 0.02% | No change | 19,185 | $556K |
| Anchor Investment Management, LLC | 0.04% | No change | 19,086 | $553K |
| Worth Asset Management, LLC | 0.18% | Add +55.3% | 19,002 | $550K |
| Gilbert & Cook, Inc. | 0.06% | No change | 18,979 | $550K |
| Trust Point Inc. | 0.05% | New | 18,962 | $549K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | No change | 18,945 | $549K |
| Clarity Capital Advisors, LLC | 0.23% | Add +0.1% | 18,897 | $547K |
| Balefire, LLC | 0.09% | No change | 18,840 | $546K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -0.9% | 18,775 | $544K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +0.1% | 18,746 | $543K |
| Creative Financial Designs Inc. | 0.03% | Add +1012.3% | 18,608 | $539K |
| Hardin Capital Partners, LLC | 0.25% | No change | 18,521 | $537K |
| Your Advocates Ltd., LLP | 0.15% | Reduce -5.5% | 18,482 | $535K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Reduce -5.3% | 18,391 | $533K |
| Murphy & Mullick Capital Management Corp | 0.33% | Add +9.1% | 17,358 | $532K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +0.7% | 18,244 | $528K |
| Opulen Financial Group LLC | 0.33% | Add +32.2% | 18,203 | $527K |
| Shepherd Financial Partners LLC | 0.04% | Add +0.3% | 18,148 | $526K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -6.2% | 18,147 | $526K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -2.4% | 18,126 | $525K |
| Royal Capital Wealth Management, LLC | 0.29% | Add +0.0% | 18,101 | $524K |
| Sage Rhino Capital LLC | 0.09% | Add +0.2% | 18,071 | $523K |
| Armbruster Capital Management, Inc. | 0.08% | Add +0.6% | 18,071 | $523K |
| Regions Financial Corp. | 0.00% | No change | 18,051 | $523K |
| Naviter Wealth, LLC | 0.05% | Reduce -0.4% | 18,024 | $522K |
| Old North State Wealth Management, LLC | 0.22% | Add +0.3% | 17,893 | $518K |
| Sage Financial Group Inc. | 0.03% | Add +0.6% | 17,828 | $516K |
| Garde Capital, Inc. | 0.02% | Add +0.0% | 17,776 | $515K |
| Two Sigma Investments, LP | 0.00% | No change | 17,700 | $513K |
| Lakeridge Wealth Management LLC | 0.19% | Reduce -2.1% | 17,680 | $512K |
| Sei Investments Co. | 0.00% | Add +19.0% | 17,629 | $511K |
| Ameritas Advisory Services, LLC | 0.01% | New | 17,576 | $509K |
| Clarity Wealth Advisors, LLC | 0.09% | Reduce -5.4% | 17,549 | $508K |
| Jeppson Wealth Management, LLC | 0.15% | Add +0.1% | 17,360 | $503K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -0.1% | 17,298 | $501K |
| Weatherly Asset Management L. P. | 0.04% | No change | 17,275 | $500K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.2% | 17,129 | $496K |
| Stonebridge Capital Advisors LLC | 0.03% | New | 17,063 | $494K |
| Members Wealth LLC | 0.27% | New | 17,051 | $494K |
| Nwam LLC | 0.02% | Reduce -3.8% | 17,048 | $494K |
| Front Row Advisors LLC | 0.14% | Reduce -0.8% | 16,475 | $491K |
| Gibson Capital, LLC | 0.08% | Add +5.3% | 16,929 | $490K |
| Arlington Trust Co LLC | 0.04% | No change | 16,907 | $490K |
| Klingman & Associates, LLC | 0.02% | No change | 16,862 | $488K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +18.1% | 16,805 | $487K |
| American Money Management, LLC | 0.07% | No change | 16,800 | $487K |
| Fiducient Advisors LLC | 0.07% | Reduce -5.6% | 16,772 | $486K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -2.5% | 16,740 | $485K |
| United Asset Strategies, Inc. | 0.03% | No change | 16,737 | $485K |
| West Financial Advisors, LLC | 0.07% | No change | 16,681 | $483K |
| Moneco Advisors, LLC | 0.03% | Add +7.8% | 16,642 | $482K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -1.0% | 16,662 | $481K |
| Canandaigua National Bank & Trust Co. | 0.04% | — | 16,608 | $481K |
| Aviance Capital Partners, LLC | 0.05% | No change | 16,563 | $480K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.0% | 16,557 | $479K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +0.1% | 16,544 | $479K |
| Resolute Advisors LLC | 0.11% | Add +0.2% | 16,515 | $478K |
| Trevian Wealth Management LLC | 0.20% | No change | 16,490 | $478K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 16,398 | $475K |
| First Manhattan Co. Llc. | 0.00% | Add +51.0% | 16,390 | $475K |
| Accurate Wealth Management, LLC | 0.05% | No change | 16,225 | $473K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 16,047 | $465K |
| Verum Partners LLC | 0.07% | Reduce -1.6% | 16,002 | $463K |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 15,992 | $463K |
| Precedent Wealth Partners, LLC | 0.08% | Add +9.3% | 15,879 | $460K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +0.3% | 15,846 | $459K |
| Live Oak Investment Partners | 0.25% | No change | 15,828 | $458K |
| Barnes Wealth Management Group, Inc | 0.21% | No change | 15,822 | $458K |
| Signal Advisors Wealth, LLC | 0.02% | New | 15,604 | $452K |
| HBW Advisory Services LLC | 0.04% | New | 15,533 | $450K |
| Aspen Capital Management, LLC | 0.10% | Add +73.0% | 15,463 | $448K |
| PFG Investments, LLC | 0.02% | Add +2.9% | 15,447 | $447K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 15,445 | $447K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -3.8% | 15,440 | $447K |
| Bill Few Associates, Inc. | 0.10% | No change | 15,426 | $447K |
| Balentine LLC | 0.02% | No change | 15,426 | $447K |
| Steffes Financial, Ltd. | 0.19% | Add +0.8% | 15,422 | $447K |
| Trust Co. of Toledo NA | 0.04% | New | 15,411 | $446K |
| Broadview Financial Management, LLC | 0.27% | Reduce -0.3% | 15,362 | $445K |
| Ground Swell Capital, LLC | 0.49% | New | 15,359 | $445K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +0.0% | 15,352 | $445K |
| Fiduciary Alliance LLC | 0.03% | Reduce -2.9% | 15,325 | $444K |
| John W. Brooker & Co., CPAs | 0.54% | Add +0.1% | 15,301 | $443K |
| Goldstein Advisors, LLC | 0.04% | Add +25.1% | 15,294 | $443K |
| Cooke Wealth Management, LLC | 0.36% | Add +9.1% | 15,247 | $442K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +7.3% | 15,239 | $441K |
| Glenview Trust Co | 0.01% | Add +85.0% | 15,235 | $441K |
| Able Wealth Management LLC | 0.10% | Add +1.8% | 15,190 | $440K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.5% | 15,083 | $437K |
| Fortune Financial Group, Inc. | 0.34% | Reduce -2.1% | 15,052 | $436K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -0.5% | 15,050 | $436K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 15,000 | $434K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 14,984 | $434K |
| Winthrop Capital Management, LLC | 0.10% | Add +0.1% | 14,963 | $433K |
| Regal Investment Advisors LLC | 0.02% | New | 14,888 | $431K |
| New Republic Capital, LLC | 0.10% | Reduce -0.4% | 14,783 | $428K |
| Vickerman Investment Advisors, Inc. | 0.08% | Add +0.3% | 14,745 | $427K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +0.0% | 14,690 | $425K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -16.5% | 14,640 | $424K |
| Journey Advisory Group, LLC | 0.03% | New | 14,630 | $424K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 14,500 | $420K |
| Founders Financial Alliance, LLC | 0.06% | Add +21.3% | 14,465 | $419K |
| North Berkeley Wealth Management, LLC | 0.17% | No change | 14,382 | $417K |
| Somerset Group LLC | 0.29% | Add +1.7% | 14,265 | $416K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.2% | 14,365 | $416K |
| Hardy Reed LLC | 0.03% | No change | 14,351 | $416K |
| Disciplined Investments, LLC | 0.13% | No change | 14,334 | $415K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -30.3% | 14,329 | $415K |
| Roberts Wealth Advisors, LLC | 0.09% | Reduce -33.1% | 14,317 | $415K |
| J Hagan Capital, Inc. | 0.19% | Add +4.4% | 14,288 | $414K |
| CDM Financial Counseling Services, Inc. | 0.36% | No change | 14,280 | $414K |
| Versant Capital Management, Inc | 0.04% | Add +0.3% | 14,248 | $413K |
| Gainplan LLC | 0.16% | Add +0.6% | 14,226 | $412K |
| LifeSteps Financial, Inc. | 0.19% | Reduce -6.4% | 14,200 | $411K |
| SHP Wealth Management | 0.03% | No change | 14,172 | $410K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.4% | 14,030 | $406K |
| Align Financial, LLC | 0.20% | No change | 14,030 | $406K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -0.1% | 14,018 | $406K |
| Tranquility Partners, LLC | 0.14% | No change | 13,997 | $405K |
| Relyea Zuckerberg Hanson LLC | 0.03% | New | 13,959 | $404K |
| First Growth Capital LLC | 0.31% | No change | 13,950 | $404K |
| Connecticut Wealth Management, LLC | 0.01% | Add +56.0% | 13,927 | $403K |
| Expressive Wealth LLC | 0.38% | Add +8.0% | 13,865 | $402K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 13,864 | $402K |
| Essex Bank | 0.09% | Reduce -6.1% | 13,851 | $401K |
| ZynergyRetirementPlanningLLC | 0.22% | No change | 13,781 | $399K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 13,771 | $399K |
| Brady Family Wealth, LLC | 0.11% | New | 13,746 | $398K |
| Mayport, LLC | 0.06% | No change | 13,698 | $397K |
| CVFG LLC | 0.04% | Add +0.5% | 13,686 | $396K |
| Tudor Investment Corporation | 0.00% | Reduce -92.3% | 13,679 | $396K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 13,614 | $394K |
| Hartline Investment Corp./ | 0.03% | New | 13,582 | $393K |
| Redwood Investment Management, LLC | 0.04% | Reduce -3.4% | 13,538 | $392K |
| TFO Wealth Partners, LLC | 0.04% | No change | 13,446 | $389K |
| Pacific Sun Financial Corp | 0.16% | Reduce -0.6% | 13,440 | $389K |
| Washburn Capital Management, Inc. | 0.19% | No change | 13,396 | $388K |
| Berger Financial Group, Inc | 0.02% | Add +2.3% | 13,198 | $382K |
| JBGlobal.com LLC | 0.33% | No change | 13,148 | $381K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.1% | 13,147 | $381K |
| Pinion Investment Advisors, LLC | 0.07% | Add +6.8% | 13,067 | $378K |
| Silver Lake Advisory, LLC | 0.14% | Add +0.2% | 13,057 | $378K |
| Creative Capital Management Investments LLC | 0.09% | No change | 13,053 | $378K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 12,993 | $376K |
| StoryOne LLC | 0.18% | Add +0.0% | 12,984 | $376K |
| Schrum Private Wealth Management LLC | 0.38% | Reduce -73.4% | 5,950 | $374K |
| Generations Wealth, LLC | 0.35% | Reduce -0.6% | 12,911 | $374K |
| American Financial Advisors, LLC | 0.04% | Reduce -5.5% | 12,866 | $373K |
| Trek Financial, LLC | 0.02% | Add +18.9% | 12,848 | $372K |
| Atlatl Advisers LLC | 0.09% | Reduce -0.0% | 12,765 | $370K |
| New Perspectives, Inc | 0.11% | No change | 12,689 | $367K |
| 55 North Private Wealth, LLC | 0.07% | No change | 12,672 | $367K |
| Jacobs & Co. | 0.03% | Reduce -24.5% | 12,669 | $366K |
| Choate Investment Advisors | 0.01% | No change | 12,630 | $366K |
| WealthBridge Capital Management, LLC | 0.07% | Add +0.1% | 12,605 | $365K |
| McCartney Wealth Management LLC | 0.28% | Add +5.2% | 12,575 | $364K |
| Glassman Wealth Services | 0.04% | Add +125.2% | 12,564 | $364K |
| Red Mountain Financial, LLC | 0.30% | Reduce -0.9% | 12,508 | $362K |
| Cornerstone Enterprises, LLC | 0.16% | Add +0.0% | 12,428 | $360K |
| Dravo Bay LLC | 0.12% | No change | 12,411 | $359K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 12,352 | $358K |
| BostonPremier Wealth LLC | 0.15% | Add +0.3% | 12,319 | $357K |
| Briggs Wealth Management, Inc | 0.33% | Add +0.1% | 12,313 | $357K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 12,257 | $355K |
| Rock Point Advisors, LLC | 0.09% | No change | 12,243 | $355K |
| United Community Bank | 0.11% | No change | 12,175 | $353K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -64.2% | 12,149 | $352K |
| Broadway Wealth Solutions, Inc. | 0.16% | Add +13.7% | 12,087 | $350K |
| Squire Investment Management Company, LLC | 0.08% | No change | 12,000 | $348K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 12,000 | $348K |
| Alaska Wealth Advisors, LLC | 0.04% | Reduce -10.8% | 11,988 | $347K |
| Echo45 Advisors LLC | 0.18% | No change | 11,942 | $346K |
| Claris Advisors, LLC / Mo / | 0.09% | Add +0.3% | 11,916 | $345K |
| OneAscent Investment Solutions LLC | 0.33% | New | 11,914 | $345K |
| Kwmg, LLC | 0.02% | Add +4.5% | 11,868 | $344K |
| Arista Wealth Management, LLC | 0.04% | No change | 11,856 | $343K |
| Team Hewins, LLC | 0.09% | Reduce -39.1% | 11,745 | $340K |
| Advisors Capital Management, LLC | 0.00% | Reduce -10.3% | 11,733 | $340K |
| Michels Family Financial, LLC | 0.22% | Add +0.2% | 11,731 | $340K |
| FinArc Investments, Inc. | 0.31% | Reduce -29.7% | 11,727 | $340K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -4.0% | 11,700 | $339K |
| QRG Capital Management, Inc. | 0.00% | New | 11,657 | $338K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.9% | 11,597 | $336K |
| Prairiewood Capital, LLC | 0.09% | Add +3.5% | 11,591 | $336K |
| Family Office Research LLC | 0.13% | New | 11,534 | $334K |
| Carter Financial, LLC | 0.25% | No change | 11,484 | $333K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 11,468 | $332K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6238.9% | 11,410 | $330K |
| Robinhood Asset Management, LLC | 0.02% | New | 11,409 | $330K |
| Beam Wealth Advisors, Inc. | 0.07% | Add +8.7% | 11,363 | $329K |
| Aurora Private Wealth, Inc. | 0.21% | Add +4.7% | 11,353 | $329K |
| Paulson Wealth Management Inc. | 0.07% | No change | 11,357 | $329K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -4.5% | 11,239 | $325K |
| Vigilare Wealth Management | 0.10% | Add +3.9% | 11,130 | $322K |
| Wedbush Securities Inc. | 0.01% | Reduce -21.7% | 11,087 | $321K |
| Ifrah Financial Services, Inc. | 0.08% | Add +1.9% | 11,043 | $320K |
| Midwest Trust Co | 0.00% | Reduce -7.2% | 11,027 | $319K |
| Financial Insights, Inc. | 0.09% | New | 10,995 | $318K |
| Pflug Koory, LLC | 0.13% | Add +0.1% | 10,958 | $317K |
| Signal Tree Financial Partners LLC | 0.21% | Add +16.8% | 10,900 | $316K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -2.5% | 10,816 | $313K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 10,750 | $311K |
| Clear Trail Advisors, LLC | 0.05% | New | 10,741 | $311K |
| Rossby Financial, LCC | 0.06% | No change | 10,737 | $311K |
| Helium Advisors LLC | 0.26% | New | 10,632 | $308K |
| VERITY Wealth Advisors | 0.19% | No change | 10,620 | $308K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -0.9% | 10,590 | $307K |
| Bleakley Financial Group, LLC | 0.00% | Reduce -4.4% | 10,574 | $306K |
| Orion Capital Management LLC | 0.10% | Reduce -0.1% | 10,558 | $306K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -5.8% | 10,628 | $306K |
| Councilmark Asset Management, LLC | 0.16% | No change | 10,500 | $304K |
| Everest Financial Group LLC | 0.04% | Add +0.1% | 10,460 | $303K |
| ATLas Financial Planning LLC | 0.25% | Add +0.1% | 10,445 | $302K |
| Titleist Asset Management, LLC | 0.02% | Add +0.3% | 10,434 | $302K |
| Planning Center, Inc. | 0.03% | No change | 10,431 | $302K |
| Napier Financial, LLC | 0.06% | No change | 10,428 | $302K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -5.7% | 10,424 | $302K |
| Americana Partners, LLC | 0.01% | New | 10,408 | $301K |
| Level Wealth Management LLC | 0.12% | Reduce -19.8% | 10,381 | $301K |
| Patten Group, Inc. | 0.05% | No change | 10,346 | $300K |
| NerdWallet Wealth Partners, LLC | 0.10% | Add +14.7% | 10,346 | $300K |
| DB Fitzpatrick & Co, Inc | 0.24% | Add +1.7% | 10,344 | $300K |
| Quantum Financial Planning Services, Inc. | 0.09% | Add +0.2% | 10,285 | $298K |
| Auxano Advisors, LLC | 0.06% | No change | 10,266 | $297K |
| PUREfi Wealth, LLC | 0.16% | Reduce -12.8% | 10,257 | $297K |
| Telos Capital Management, Inc. | 0.03% | No change | 10,234 | $296K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -12.6% | 10,230 | $296K |
| MJP Associates Inc. | 0.03% | Add +0.1% | 10,204 | $296K |
| Nordwand Advisors, LLC | 0.05% | No change | 10,200 | $295K |
| HC Advisors, LLC | 0.18% | No change | 10,188 | $295K |
| Spire Wealth Management | 0.01% | Add +2.0% | 10,178 | $295K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -6.2% | 10,176 | $295K |
| Wealthquest Corp | 0.02% | Reduce -0.0% | 10,170 | $295K |
| 5T Wealth, LLC | 0.11% | Reduce -16.7% | 10,124 | $293K |
| Wealth Management Nebraska | 0.03% | New | 10,100 | $292K |
| Bright Futures Wealth Management, LLC. | 0.19% | Add +0.3% | 10,093 | $292K |
| Stephens Inc. | 0.00% | No change | 10,083 | $292K |
| Occidental Asset Management, LLC | 0.03% | Add +1.8% | 10,060 | $291K |
| Portland Financial Advisors Inc | 0.53% | New | 10,046 | $291K |
| Flputnam Investment Management Co. | 0.00% | Add +5.8% | 9,971 | $289K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +0.1% | 9,950 | $288K |
| UMB Bank, n.a. | 0.00% | No change | 9,900 | $287K |
| Ruggaard & Associates LLC | 0.10% | Reduce -0.0% | 9,885 | $286K |
| Cauble & Harre Wealth Management, Inc. | 0.23% | Add +0.2% | 9,869 | $286K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.3% | 9,863 | $286K |
| Level Four Advisory Services, LLC | 0.01% | New | 9,800 | $284K |
| FPC Investment Advisory, Inc. | 0.13% | No change | 9,870 | $284K |
| KilterHowling LLC | 0.13% | Reduce -64.1% | 9,783 | $283K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.3% | 9,752 | $282K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +4.3% | 9,726 | $282K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 9,703 | $281K |
| Main Management LLC | 0.02% | No change | 9,660 | $280K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Add +0.0% | 9,621 | $279K |
| Obermeyer Wealth Partners | 0.01% | No change | 9,600 | $278K |
| Alley Investment Management Company, LLC | 0.03% | No change | 9,566 | $277K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -5.3% | 9,557 | $277K |
| New England Private Wealth Advisors LLC | 0.03% | Add +6.8% | 9,656 | $276K |
| Keel Point, LLC | 0.02% | New | 9,520 | $276K |
| Red Spruce Capital, LLC | 0.10% | No change | 9,507 | $275K |
| BetterWealth, LLC | 0.05% | No change | 9,469 | $274K |
| Vawter Financial, Ltd. | 0.10% | Add +4.7% | 9,425 | $273K |
| Glaxis Capital Management, LLC | 0.55% | No change | 9,371 | $271K |
| Wick Capital Partners, LLC | 0.04% | No change | 9,354 | $271K |
| Wedgewood Investors Inc. | 0.28% | Add +0.2% | 9,333 | $270K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 9,230 | $267K |
| Act Wealth Management, LLC | 0.08% | Add +0.1% | 9,196 | $266K |
| Round Rock Advisors LLC | 0.03% | Add +0.1% | 9,158 | $265K |
| Schnieders Capital Management, Llc. | 0.03% | No change | 9,150 | $265K |
| Francis Financial, Inc. | 0.04% | New | 9,029 | $261K |
| Patten & Patten Inc. | 0.01% | Reduce -12.6% | 9,005 | $261K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +6.1% | 8,975 | $260K |
| Third View Private Wealth, LLC | 0.03% | New | 8,970 | $260K |
| Boyce & Associates Wealth Consulting, Inc. | 0.18% | Reduce -11.9% | 8,967 | $260K |
| Aspen Grove Capital, LLC | 0.04% | Add +0.1% | 8,963 | $260K |
| Riverwater Partners LLC | 0.08% | Reduce -5.3% | 8,961 | $260K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -18.8% | 8,960 | $259K |
| Aurora Investment Managers, LLC. | 0.16% | New | 8,918 | $258K |
| Pacific Point Advisors, LLC | 0.12% | Add +11.7% | 8,903 | $258K |
| Falcon Wealth Planning | 0.02% | No change | 8,902 | $258K |
| Sherman Wealth Management LLC | 0.19% | Add +0.3% | 8,844 | $256K |
| SVRN Asset Management, LLC | 0.13% | No change | 8,844 | $256K |
| Randolph Co Inc | 0.02% | No change | 8,813 | $255K |
| Richard Young Associates, Ltd. | 0.17% | No change | 8,770 | $254K |
| SJS Investment Consulting Inc. | 0.03% | No change | 8,766 | $254K |
| Stirlingshire Investments, Inc. | 0.19% | New | 8,752 | $253K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -3.0% | 8,707 | $252K |
| Decker Wealth Management LLC | 0.05% | No change | 8,700 | $252K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,688 | $252K |
| Sensible Money, LLC | 0.07% | Add +0.1% | 8,641 | $250K |
| BlackDiamond Wealth Management, LLC | 0.10% | Reduce -22.5% | 8,376 | $250K |
| Liberty Wealth Management LLC | 0.03% | No change | 9,967 | $250K |
| Accelerate Investment Advisors LLC | 0.14% | Add +4.4% | 8,633 | $250K |
| Balboa Wealth Partners | 0.03% | Add +5.9% | 8,610 | $249K |
| CWS Financial Advisors, LLC | 0.06% | No change | 8,580 | $248K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Add +0.3% | 8,501 | $246K |
| Cardinal Point Capital Management ULC | 0.01% | No change | 8,481 | $246K |
| Alpine Global Management, LLC | 0.04% | New | 8,450 | $245K |
| Armor Investment Advisors, LLC | 0.08% | Reduce -3.9% | 8,447 | $245K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.7% | 8,438 | $244K |
| Bucket List Wealth Management, LLC | 0.12% | Add +0.3% | 8,410 | $244K |
| Strive Financial Group ,LLC | 0.11% | Add +0.1% | 8,401 | $243K |
| Secure Asset Management, LLC | 0.03% | Reduce -3.3% | 8,357 | $242K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 8,356 | $242K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Add +0.3% | 8,341 | $242K |
| Becker Capital Management Inc. | 0.01% | No change | 8,340 | $242K |
| Summitpoint Capital Management | 0.26% | New | 8,321 | $241K |
| NWF Advisory Services Inc. | 0.02% | No change | 8,268 | $239K |
| Brand Asset Management Group, Inc. | 0.05% | Add +0.2% | 8,219 | $238K |
| Fiduciary Advisors, Inc. | 0.16% | Add +0.3% | 8,203 | $238K |
| Tower Bridge Advisors | 0.02% | No change | 8,200 | $237K |
| Parkway Wealth Management Group, LLC | 0.03% | No change | 8,172 | $237K |
| Virtue Capital Management, LLC | 0.03% | Reduce -30.5% | 8,090 | $234K |
| RMR Capital Management, LLC | 0.16% | No change | 8,088 | $234K |
| Lyell Wealth Management, LP | 0.01% | Add +0.0% | 8,057 | $233K |
| Prosperity Consulting Group, LLC | 0.01% | New | 8,043 | $233K |
| Bridges Investment Management Inc. | 0.00% | Reduce -5.1% | 8,016 | $232K |
| National Philanthropic Trust | 0.00% | New | 8,003 | $232K |
| FSB Premier Wealth Management, Inc. | 0.07% | New | 7,979 | $231K |
| Robinswood Financial LLC | 0.07% | Reduce -1.5% | 7,928 | $230K |
| Old National Bancorp | 0.00% | New | 7,910 | $229K |
| Elite Life Management LLC | 0.27% | Add +6.6% | 7,695 | $229K |
| Ted Buchan & Co | 0.07% | Reduce -2.8% | 7,900 | $229K |
| Montag A & Associates Inc. | 0.01% | Add +61.7% | 7,896 | $229K |
| Sims Investment Management, LLC | 0.07% | New | 7,894 | $229K |
| Tidemark, LLC | 0.05% | Add +9.8% | 7,885 | $228K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 7,902 | $228K |
| SmartHarvest Portfolios, LLC | 0.07% | New | 7,865 | $228K |
| Old Second National Bank of Aurora | 0.04% | No change | 7,849 | $227K |
| Burney Co./ | 0.01% | New | 7,836 | $227K |
| Prasad Wealth Partners, LLC | 0.05% | New | 7,836 | $227K |
| Mission Hills Financial Advisory, LLC | 0.10% | New | 7,814 | $226K |
| Wetzel Investment Advisors, Inc. | 0.08% | New | 7,800 | $226K |
| Sherry Group, Inc. | 0.22% | No change | 7,848 | $225K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 7,777 | $225K |
| Pachira Investments Inc. | 0.08% | Reduce -21.0% | 7,746 | $224K |
| Ellenbecker Investment Group | 0.03% | New | 7,716 | $223K |
| Frankly Finances, LLC | 0.18% | No change | 7,686 | $223K |
| White Pine Investment CO | 0.05% | Reduce -5.7% | 7,667 | $222K |
| Almanack Investment Partners, LLC. | 0.03% | Reduce -35.8% | 7,644 | $221K |
| Whittier Trust Co. | 0.00% | Add +81.2% | 7,595 | $221K |
| Quantum Capital Management, LLC / NJ | 0.03% | Add +2.4% | 7,593 | $220K |
| Houlihan Financial Resource Group, Ltd. | 0.08% | New | 7,592 | $220K |
| Certified Advisory Corp | 0.02% | Reduce -12.2% | 7,511 | $218K |
| Biltmore Family Office, LLC | 0.03% | No change | 7,505 | $217K |
| marrick wealth, LLC | 0.15% | New | 7,500 | $217K |
| Sykon Capital LLC | 0.07% | New | 7,484 | $217K |
| Crescent Sterling, Ltd. | 0.19% | New | 7,426 | $215K |
| Integrity Advisory Solutions, LLC | 0.02% | New | 7,397 | $214K |
| Bokf, NA | 0.00% | No change | 7,368 | $213K |
| Triton Financial Group Inc | 0.12% | Reduce -49.8% | 7,362 | $213K |
| Vident Advisory, LLC | 0.00% | New | 7,359 | $213K |
| Red Wave Investments LLC | 0.05% | New | 7,351 | $213K |
| Strategic Equity Management | 0.07% | New | 7,340 | $213K |
| Prospera Capital Management, LLC | 0.07% | New | 7,294 | $212K |
| Patrick M Sweeney & Associates, Inc. | 0.12% | New | 7,310 | $212K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 7,302 | $211K |
| Matauro, LLC | 0.03% | New | 7,294 | $211K |
| Richard P Slaughter Associates Inc | 0.04% | New | 7,266 | $210K |
| First Financial Bankshares Inc | 0.00% | New | 7,266 | $210K |
| Friedenthal Financial | 0.10% | Reduce -6.8% | 7,258 | $210K |
| Moneywise, Inc. | 0.08% | New | 7,227 | $209K |
| Gibraltar Capital Management, Inc. | 0.03% | Reduce -16.7% | 7,218 | $209K |
| Associated Banc-Corp | 0.01% | New | 7,200 | $209K |
| Maltin Wealth Management, Inc. | 0.07% | New | 7,178 | $208K |
| Synergy Financial Group, LTD | 0.15% | New | 7,168 | $208K |
| Noble Wealth Partners LLC | 0.18% | — | 7,159 | $207K |
| Fiduciary Financial Group, LLC | 0.02% | New | 7,151 | $207K |
| 17 Capital Partners, LLC | 0.09% | New | 7,104 | $206K |
| Pacific Center for Financial Services | 0.05% | Add +0.2% | 7,075 | $205K |
| Parrish Capital LLC | 0.20% | New | 7,041 | $204K |
| Wealth Management Strategies, Inc. | 0.08% | New | 7,024 | $203K |
| Spectrum Financial Alliance Ltd LLC | 0.03% | New | 7,020 | $203K |
| Meridian Investment Counsel Inc. | 0.04% | New | 7,015 | $203K |
| Carson Advisory Inc. | 0.09% | New | 7,000 | $203K |
| Westover Capital Advisors, LLC | 0.03% | New | 7,000 | $203K |
| Targeted Financial Services LLC | 0.15% | New | 6,953 | $201K |
| Ashton Thomas Securities, LLC | 0.03% | New | 6,882 | $199K |
| Sage Mountain Advisors LLC | 0.01% | No change | 6,868 | $199K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -13.4% | 6,690 | $194K |
| Carolina Wealth Advisors, LLC | 0.07% | Reduce -4.5% | 6,491 | $188K |
| Community Financial Services Group, LLC | 0.03% | No change | 6,410 | $185K |
| Kelleher Financial Advisors | 0.03% | Add +100.0% | 6,228 | $180K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.3% | 6,081 | $176K |
| Hollencrest Capital Management | 0.01% | No change | 6,075 | $176K |
| Piscataqua Savings Bank | 0.12% | No change | 6,036 | $175K |
| Peoples Financial Services Corp. | 0.07% | No change | 6,000 | $174K |
| Ares Financial Consulting, LLC | 0.12% | Add +0.0% | 155,953 | $172K |
| Richardson Capital Management LLC | 0.07% | No change | 5,731 | $166K |
| Hantz Financial Services, Inc. | 0.00% | Add +17.6% | 5,379 | $156K |
| Point Nemo Capital, LLC | 0.08% | New | 5,343 | $155K |
| Providence Capital Advisors, LLC | 0.02% | No change | 5,339 | $155K |
| Maseco LLP | 0.00% | New | 5,325 | $154K |
| CENTRAL TRUST Co | 0.00% | Add +41.9% | 5,228 | $151K |
| Key Financial Inc | 0.02% | No change | 5,087 | $147K |
| Raffa Wealth Management, LLC | 0.02% | No change | 4,974 | $144K |
| PFC Capital Group, Inc. | 0.06% | Add +0.3% | 4,989 | $144K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -36.7% | 4,898 | $142K |
| Bangor Savings Bank | 0.01% | Reduce -2.1% | 4,868 | $141K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +0.3% | 4,808 | $139K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -24.7% | 4,719 | $137K |
| Quent Capital, LLC | 0.01% | No change | 4,695 | $136K |
| Continuum Advisory, LLC | 0.01% | New | 4,386 | $127K |
| SIMA Wealth Partners, LLC | 0.09% | Add +18.4% | 4,173 | $121K |
| Elevated Capital Advisors, LLC | 0.03% | No change | 4,170 | $121K |
| Acumen Wealth Advisors, LLC | 0.03% | New | 4,087 | $118K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -27.9% | 4,082 | $118K |
| Blume Capital Management, Inc. | 0.02% | Add +263.7% | 4,055 | $117K |
| Leo H. Evart, Inc. | 0.09% | Add +0.3% | 4,044 | $117K |
| Ameriflex Group, Inc. | 0.05% | Add +1.6% | 4,037 | $117K |
| Investors Research Corp | 0.02% | Reduce -14.4% | 4,018 | $116K |
| Pacifica Partners Inc. | 0.03% | Reduce -2.5% | 3,896 | $112K |
| GAMMA Investing LLC | 0.00% | No change | 3,868 | $112K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -21.3% | 3,553 | $103K |
| Gill Capital Partners, LLC | 0.03% | Reduce -0.3% | 3,288 | $95K |
| International Assets Investment Management, LLC | 0.01% | Reduce -4.4% | 3,274 | $95K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Add +0.1% | 3,225 | $93K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +190.4% | 3,183 | $91K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.1% | 3,080 | $89K |
| Roxbury Financial LLC | 0.07% | Add +0.2% | 3,022 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,891 | $84K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -0.2% | 2,889 | $84K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.0% | 2,864 | $83K |
| HM Payson & Co. | 0.00% | Reduce -19.3% | 2,841 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,747 | $80K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 2,703 | $78K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,681 | $78K |
| HighMark Wealth Management LLC | 0.03% | Add +0.3% | 2,591 | $75K |
| Vima LLC | 0.07% | — | 2,575 | $75K |
| Hoertkorn Richard Charles | 0.05% | No change | 2,480 | $72K |
| WealthShield Partners, LLC | 0.01% | Reduce -73.6% | 2,469 | $72K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +0.3% | 2,461 | $71K |
| Financially Speaking Inc | 0.34% | Reduce -1.1% | 2,764 | $69K |
| Tucker Asset Management LLC | 0.02% | Reduce -11.3% | 2,325 | $67K |
| NWK Group, Inc. | 0.02% | Add +18.8% | 2,254 | $65K |
| Dunhill Financial, LLC | 0.01% | Add +654.2% | 2,240 | $65K |
| JNBA Financial Advisors | 0.00% | No change | 2,216 | $64K |
| Eastern Bank | 0.00% | No change | 2,184 | $63K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +3.0% | 2,167 | $63K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,160 | $63K |
| Bfsg, LLC | 0.01% | Add +0.2% | 2,113 | $61K |
| Byrne Asset Management LLC | 0.03% | New | 2,020 | $59K |
| Daytona Street Capital LLC | 0.04% | No change | 2,000 | $58K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -20.1% | 2,000 | $58K |
| First Pacific Financial | 0.01% | Add +0.3% | 1,991 | $58K |
| Godfrey Financial Associates, Inc. | 0.04% | Reduce -0.3% | 1,935 | $56K |
| GGM Financial LLC | 0.02% | New | 1,918 | $56K |
| Lodestone Wealth Management LLC | 0.02% | Add +30.2% | 1,884 | $55K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 1,775 | $51K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -0.6% | 1,717 | $50K |
| Western Pacific Wealth Management, LP | 0.04% | Add +0.3% | 1,593 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,474 | $43K |
| Nemes Rush Group LLC | 0.00% | Add +0.1% | 1,463 | $42K |
| Curat Global, LLC | 0.03% | Add +0.3% | 1,450 | $42K |
| Basepoint Wealth LLC | 0.02% | No change | 1,449 | $42K |
| American Capital Advisory, LLC | 0.02% | No change | 1,428 | $41K |
| Integrity Financial Corp | 0.02% | Add +19.1% | 1,427 | $41K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1033.3% | 1,394 | $40K |
| Compass Financial Management LLC | 0.00% | — | 1,280 | $38K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.4% | 1,283 | $37K |
| Bayban | 0.03% | No change | 1,272 | $37K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.2% | 1,271 | $37K |
| Albion Financial Group | 0.00% | No change | 1,260 | $36K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,220 | $35K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +0.3% | 1,198 | $35K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,194 | $35K |
| Aberdeen Wealth Management LLC | 0.02% | Reduce -35.4% | 1,176 | $34K |
| TLW Wealth Management, LLC | 0.02% | New | 1,166 | $34K |
| Maryland Capital Advisors Inc. | 0.01% | — | 1,130 | $33K |
| Financial Life Planners | 0.02% | Add +0.3% | 1,070 | $31K |
| Markowski Investments | 0.01% | — | 1,065 | $31K |
| Millstone Evans Group, LLC | 0.02% | Add +0.3% | 992 | $29K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +8.9% | 988 | $29K |
| Synergy Investment Management, LLC | 0.01% | No change | 963 | $28K |
| Hager Investment Management Services, LLC | 0.01% | New | 938 | $27K |
| Evolution Wealth Management Inc. | 0.02% | Add +129.2% | 919 | $27K |
| Rothschild Investment LLC | 0.00% | Reduce -12.6% | 914 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 900 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -95.7% | 876 | $25K |
| Oakmont Advisory Group, LLC | 0.02% | New | 874 | $25K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 870 | $25K |
| Birchbrook, Inc. | 0.01% | Reduce -7.1% | 809 | $23K |
| Activest Wealth Management | 0.00% | No change | 807 | $23K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 782 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 753 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 750 | $22K |
| Financial Perspectives, Inc | 0.01% | Add +0.3% | 727 | $21K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +0.3% | 664 | $19K |
| Evolution Advisers, Inc. | 0.01% | No change | 657 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 600 | $17K |
| Kilter Group LLC | 0.01% | No change | 582 | $17K |
| Aventura Private Wealth, LLC | 0.01% | No change | 570 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -96.9% | 552 | $16K |
| IFG Advisory, LLC | 0.00% | New | 545 | $16K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +17.3% | 522 | $15K |
| Regatta Research & Money Management | 0.01% | — | 500 | $14K |
| Raleigh Capital Management Inc. | 0.00% | No change | 500 | $14K |
| Avion Wealth | 0.00% | No change | 509 | $14K |
| Wiser Advisor Group LLC | 0.01% | Add +0.2% | 469 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 453 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 428 | $12K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 470 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 420 | $12K |
| PlanVest Financial, Inc | 0.01% | No change | 414 | $12K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +58.1% | 408 | $12K |
| MTM Investment Management, LLC | 0.00% | No change | 402 | $12K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.3% | 391 | $11K |
| United Financial Planning Group LLC | 0.01% | Reduce -59.4% | 378 | $11K |
| Pittenger & Anderson Inc. | 0.00% | New | 372 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +6.0% | 316 | $9K |
| Tower View Wealth Management LLC | 0.00% | Add +0.3% | 314 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 303 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Add +4750.0% | 291 | $8K |
| Bernard Wealth Management Corp. | 0.00% | No change | 239 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 236 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 205 | $6K |
| Monetary Solutions, Ltd | 0.00% | No change | 198 | $6K |
| Winch Advisory Services, LLC | 0.00% | Add +3.2% | 161 | $5K |
| Hamrick Investment Counsel, llc | 0.00% | Add +0.6% | 168 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 156 | $5K |
| Birchwood Financial Partners, Inc. | 0.00% | Add +7.2% | 149 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Add +1310.0% | 141 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 128 | $4K |
| NBT Bank, N.A. | 0.00% | Add +0.8% | 127 | $4K |
| Walsh & Associates, LLC | 0.00% | No change | 84 | $2K |
| Robbins Farley | 0.00% | Add +20.8% | 64 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 60 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 60 | $2K |
| Networth Advisors, LLC | 0.00% | No change | 45 | $1K |
| Meramec Financial Planners, LLC | 0.00% | Add +1000.0% | 44 | $1K |
| Rossmore Private Capital | 0.00% | No change | 42 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 37 | $1K |
| Blueline Advisors LLC | 0.00% | No change | 35 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -99.3% | 49 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 33 | $956 |
| Sunrise Financial Services, LLC | 0.00% | Reduce -85.3% | 30 | $869 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 25 | $724 |
| Hughes Financial Services, LLC | 0.00% | No change | 17 | $493 |
| Triumph Capital Management | 0.00% | No change | 9 | $262 |
| Truvestments Capital LLC | 0.00% | No change | 8 | $232 |
| Center for Financial Planning, Inc. | 0.00% | New | 6 | $174 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $144 |
| Highland Investment Advisors LLC | 0.00% | — | 4 | $117 |
| Burk Holdings LLC | 0.00% | Reduce -50.0% | 1 | $24 |
"% 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.