Schwab US DVD Equity ETFSCHDETF
13F holders, Q3 2024 (September 30)1,631holders +73
124new positions
59sold out
6famous investors
$82.68avg. 13F price*
At the end of Q3 2024, 1,631 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 73 from Q2 2024. 124 opened new positions and 59 sold out. The largest holders were LPL Financial LLC ($974.7M), Morgan Stanley ($780.5M) and Sumitomo Life Insurance Co. ($755.7M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $168.9M |
| Exits | 59 | $835.6M |
All 13F filers, Q2 2024 → Q3 2024: 19,734,058 shares bought and 19,525,765 shares sold, net +208,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,631 holders
| LPL Financial LLC | 0.44% | Add +3.1% | 11,531,390 | $974.7M |
| Morgan Stanley | 0.06% | Reduce -0.4% | 9,233,968 | $780.5M |
| Sumitomo Life Insurance Co. | 14.84% | No change | 8,940,000 | $755.7M |
| Avantax Advisory Services, Inc. | 4.72% | Add +2.8% | 8,502,456 | $718.7M |
| Bank of America Corp. | 0.05% | Reduce -2.4% | 7,412,088 | $626.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +5.2% | 6,361,912 | $537.8M |
| Northwestern Mutual Wealth Management Co. | 0.44% | Add +1.6% | 5,913,411 | $499.9M |
| Raymond James Financial Services Advisors, Inc. | 0.66% | Add +0.7% | 5,891,102 | $498.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -5.9% | 5,765,534 | $487.4M |
| UBS Group AG | 0.12% | Add +2.6% | 5,139,631 | $434.5M |
| Wealthspire Advisors, LLC | 4.40% | Add +4.0% | 5,119,956 | $432.8M |
| Wealthfront Advisers LLC | 1.26% | Reduce -2.5% | 4,840,490 | $409.2M |
| Commonwealth Equity Services, LLC | 0.55% | Add +7.5% | 4,281,892 | $361.9M |
| Orgel Wealth Management, LLC | 9.01% | Add +1.7% | 4,257,335 | $359.9M |
| Wells Fargo & Company | 0.08% | Reduce -0.1% | 3,929,676 | $332.2M |
| Wealth Enhancement Advisory Services, LLC | 0.66% | Add +2.9% | 3,629,338 | $306.8M |
| Osaic Holdings, Inc. | 0.62% | Reduce -3.0% | 3,269,180 | $276.3M |
| Avantax Planning Partners, Inc. | 9.42% | Reduce -13.1% | 3,105,998 | $262.5M |
| Royal Bank of Canada | 0.05% | Add +2.4% | 2,860,162 | $241.8M |
| Japan Science & Technology Agency | 2.90% | Add +167.4% | 2,593,803 | $219.3M |
| Mariner, LLC | 0.35% | Add +6.1% | 2,318,259 | $196.0M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Add +4.9% | 2,236,466 | $189.0M |
| Cresset Asset Management, LLC | 0.63% | Add +6.8% | 1,927,782 | $163.0M |
| Keystone Financial Planning, Inc. | 47.55% | Add +5.4% | 1,858,898 | $157.1M |
| Cassaday & Co Wealth Management LLC | 4.43% | Add +6.6% | 1,855,674 | $156.9M |
| Cetera Investment Advisers | 0.34% | Reduce -6.1% | 1,855,458 | $156.8M |
| MML Investors Services, LLC | 0.53% | Add +5.9% | 1,722,279 | $145.6M |
| HighTower Advisors, LLC | 0.20% | Add +0.4% | 1,638,433 | $138.5M |
| Charles Schwab Trust Bank | 100.00% | Reduce -8.9% | 1,626,309 | $137.5M |
| HHM Wealth Advisors, LLC | 19.01% | Add +3.8% | 1,585,661 | $134.0M |
| Kestra Advisory Services, LLC | 0.73% | Add +3.3% | 1,574,832 | $133.1M |
| Raymond James & Associates | 0.08% | Reduce -5.0% | 1,572,774 | $132.9M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 1,568,103 | $132.6M |
| Baird Financial Group, Inc. | 0.25% | Add +18.7% | 1,527,493 | $129.1M |
| Corient Private Wealth LP | 0.20% | Add +18.3% | 1,487,056 | $125.5M |
| Cullen/Frost Bankers, Inc. | 1.59% | Add +8.7% | 1,375,745 | $116.3M |
| Cwm, LLC | 0.49% | Add +20.9% | 1,358,481 | $114.8M |
| Creative Planning | 0.11% | Add +1.9% | 1,341,298 | $113.4M |
| Keybank National Association | 0.40% | Reduce -0.1% | 1,236,789 | $104.5M |
| Diversified, LLC | 11.22% | Add +2.2% | 1,209,629 | $102.2M |
| Diversified Enterprises, LLC | 11.22% | — | 1,209,629 | $102.2M |
| LVW Advisors, LLC | 12.83% | Add +0.7% | 1,185,633 | $100.2M |
| Cerity Partners LLC | 0.22% | Add +4.4% | 1,183,950 | $100.1M |
| Truist Financial Corp. | 0.15% | Reduce -0.5% | 1,153,680 | $97.5M |
| D.A. Davidson & Co. | 0.79% | Add +4.7% | 1,125,949 | $95.2M |
| Two Sigma Investments, LP | 0.21% | Add +627.8% | 1,088,000 | $92.0M |
| Fifth Third Bancorp | 0.32% | Reduce -5.7% | 1,038,191 | $87.8M |
| Focus Financial Network, Inc. | 3.54% | Add +2.6% | 1,025,680 | $86.7M |
| Asset Advisors Investment Management, LLC | 8.67% | Reduce -5.6% | 986,118 | $83.4M |
| Valmark Advisers, Inc. | 1.21% | Add +8.7% | 912,116 | $77.1M |
| Harbour Investments, Inc. | 2.14% | Add +4.9% | 843,046 | $71.3M |
| Syntrinsic LLC | 23.62% | Reduce -0.2% | 840,184 | $71.0M |
| Berger Financial Group, Inc | 5.10% | Add +5.4% | 835,471 | $70.6M |
| Bouchey Financial Group, Ltd. | 6.17% | Add +8.3% | 816,278 | $69.0M |
| CVA Family Office, LLC | 10.68% | Add +3.1% | 778,177 | $65.8M |
| Stifel Financial Corp. | 0.07% | Reduce -6.7% | 752,426 | $63.6M |
| CGC Financial Services, LLC | 23.97% | Add +1.6% | 707,211 | $59.8M |
| Ameritas Advisory Services, LLC | 2.50% | Reduce -20.8% | 685,448 | $57.9M |
| Marquette Asset Management, LLC | 8.99% | Reduce -0.2% | 670,934 | $56.7M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +1.8% | 666,186 | $56.3M |
| Howard Financial Services, LTD. | 8.02% | Add +4.6% | 657,248 | $55.6M |
| Gerber Kawasaki Wealth & Investment Management | 2.46% | Reduce -1.9% | 632,126 | $53.4M |
| Reliant Wealth Planning | 22.57% | Add +1.9% | 616,525 | $52.1M |
| Summit Asset Management, LLC | 5.94% | Add +2.7% | 614,398 | $51.9M |
| ESL Trust Services, LLC | 11.24% | Add +0.1% | 586,966 | $49.6M |
| Summit Financial Wealth Advisors, LLC | 9.11% | Add +3.6% | 574,672 | $48.6M |
| CENTRAL TRUST Co | 1.14% | Reduce -12.2% | 574,300 | $48.5M |
| Pinnacle Associates Ltd. | 0.82% | Reduce -2.5% | 635,170 | $48.4M |
| Allworth Financial LP | 0.29% | Add +1.8% | 559,447 | $47.3M |
| Scott Capital Advisors, LLC | 13.33% | Add +7.1% | 556,024 | $47.0M |
| Whelan Financial | 19.05% | Add +1.7% | 547,128 | $46.2M |
| Principle Wealth Partners LLC | 3.26% | Add +6.0% | 544,207 | $46.0M |
| Spinnaker Investment Group, LLC | 11.02% | Add +2.2% | 532,867 | $45.0M |
| Securian Asset Management, Inc. | 1.29% | No change | 527,000 | $44.5M |
| Private Advisor Group, LLC | 0.27% | Add +3.1% | 519,467 | $43.9M |
| Burkett Financial Services, LLC | 17.89% | Add +2.9% | 512,108 | $43.3M |
| True Link Financial Advisors, LLC | 3.67% | Add +6.3% | 511,519 | $43.2M |
| Main Street Financial Solutions, LLC | 3.93% | Add +4.5% | 506,638 | $42.8M |
| Adamsbrown Wealth Consultants LLC | 14.76% | Add +5.0% | 503,303 | $42.5M |
| HB Wealth Management, LLC | 0.44% | Reduce -3.8% | 480,823 | $40.6M |
| Allied Investment Advisors, LLC | 7.99% | Add +18100.5% | 477,398 | $40.4M |
| Equitable Holdings, Inc. | 0.38% | Add +9.4% | 469,779 | $39.7M |
| Waverly Advisors, LLC | 0.73% | Add +4.8% | 465,514 | $39.3M |
| Cedar Wealth Management, LLC | 12.16% | Add +0.2% | 463,432 | $39.2M |
| Evergreen Advisors, LLC | 10.81% | Add +4.0% | 463,099 | $39.1M |
| Bokf, NA | 0.69% | Add +1.9% | 461,949 | $39.0M |
| Richardson Capital Management LLC | 27.21% | Add +2.5% | 460,767 | $38.9M |
| Beacon Pointe Advisors, LLC | 0.45% | Add +1.0% | 460,649 | $38.9M |
| Atria Wealth Solutions, Inc. | 0.42% | Add +0.7% | 452,896 | $38.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -16.9% | 452,660 | $38.3M |
| Wealthcare Advisory Partners LLC | 1.08% | Add +4.8% | 449,710 | $38.0M |
| NewEdge Advisors, LLC | 0.24% | Add +0.3% | 439,342 | $37.1M |
| Focus Partners Wealth | 0.12% | Reduce -30.6% | 429,754 | $37.1M |
| Venture Visionary Partners LLC | 1.58% | Add +0.7% | 420,343 | $35.5M |
| Leelyn Smith, LLC | 6.39% | Add +2.4% | 419,008 | $35.4M |
| Founders Financial Securities LLC | 3.23% | Reduce -1.5% | 414,724 | $35.1M |
| Silver Coast Investments LLC | 12.87% | Add +1.9% | 413,485 | $35.0M |
| Mfa Wealth Advisors, LLC | 7.62% | Add +138.3% | 411,594 | $34.8M |
| Steele Capital Management, Inc. | 1.81% | Reduce -3.4% | 410,451 | $34.7M |
| Sunburst Financial Group, LLC | 8.73% | Reduce -0.4% | 407,288 | $34.4M |
| MAI Capital Management | 0.33% | Add +1.5% | 406,009 | $34.3M |
| Assetmark, Inc. | 0.10% | Reduce -3.4% | 405,024 | $34.2M |
| Apexium Financial, LP | 2.22% | Add +20.1% | 398,172 | $33.7M |
| Wealthspire Retirement, LLC | 2.72% | Add +5.8% | 397,441 | $33.6M |
| Blair William & Co. | 0.10% | Add +9.7% | 393,783 | $33.3M |
| Vaughan David Investments LLC | 0.76% | Add +1.1% | 390,645 | $33.0M |
| Kohmann Bosshard Financial Services, LLC | 4.09% | Reduce -2.8% | 389,284 | $32.9M |
| Walker Financial Services, Inc. | 22.12% | Add +9.2% | 386,942 | $32.7M |
| Noble Family Wealth, LLC | 8.66% | Add +5.7% | 381,188 | $32.2M |
| Northwest Quadrant Wealth Management, LLC | 7.40% | Add +3.0% | 379,806 | $32.1M |
| Merit Financial Group, LLC | 0.72% | Reduce -16.4% | 379,030 | $32.0M |
| Olympus Wealth Management, LLC | 10.84% | Reduce -13.3% | 372,862 | $31.5M |
| Lodestar Private Asset Management LLC | 3.99% | Add +2.9% | 370,709 | $31.3M |
| Regimen Wealth, LLC | 10.05% | Add +1.8% | 367,657 | $31.1M |
| Planning Directions Inc. | 18.49% | Add +5.5% | 367,379 | $31.1M |
| Hudock, Inc. | 5.27% | Add +0.5% | 360,690 | $30.5M |
| American Financial Advisors, LLC | 4.14% | Reduce -1.2% | 358,682 | $30.3M |
| Nadler Financial Group, Inc. | 3.32% | Reduce -1.4% | 356,523 | $30.1M |
| Aspire Capital Advisors LLC | 8.76% | Add +5.9% | 347,509 | $29.4M |
| CRA Financial Services, LLC | 5.37% | Add +3.8% | 346,479 | $29.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +60.9% | 345,528 | $29.1M |
| Prosperity Consulting Group, LLC | 2.27% | Add +74.7% | 343,683 | $29.1M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +59.1% | 341,754 | $28.9M |
| Captrust Financial Advisors | 0.09% | Add +2.4% | 341,100 | $28.8M |
| ForthRight Wealth Management, LLC | 9.43% | Add +9.2% | 335,204 | $28.3M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -2.0% | 334,406 | $28.3M |
| Integrated Advisors Network LLC | 1.36% | Reduce -5.0% | 334,215 | $28.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.67% | Add +4.5% | 330,991 | $28.0M |
| SRH Advisors, LLC | 8.41% | Reduce -0.0% | 327,743 | $27.7M |
| Two Sigma Advisers, LP | 0.06% | New | 323,300 | $27.3M |
| WFA Asset Management Corp | 14.72% | Reduce -11.5% | 320,484 | $27.1M |
| Verus Financial Partners, Inc. | 2.97% | Add +2.1% | 320,617 | $27.1M |
| Sanctuary Advisors, LLC | 0.17% | Add +209.1% | 912,589 | $26.8M |
| Intergy Private Wealth, LLC | 9.95% | Add +1.7% | 309,181 | $26.1M |
| Asset Allocation Strategies LLC | 7.41% | Reduce -12.5% | 307,837 | $26.0M |
| McCarthy Asset Management, Inc. | 16.05% | Add +1.5% | 305,366 | $25.8M |
| Wealth Management Resources, Inc. | 10.23% | Add +5.5% | 306,392 | $25.5M |
| TrinityPoint Wealth, LLC | 3.67% | Add +6.7% | 301,837 | $25.5M |
| Carolinas Wealth Consulting LLC | 4.62% | Add +0.5% | 301,290 | $25.5M |
| Pathstone Holdings, LLC | 0.11% | Add +9.4% | 297,740 | $25.2M |
| Sigma Planning Corp | 0.77% | Add +1.5% | 296,603 | $25.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +209.7% | 886,835 | $25.0M |
| Creekmur Asset Management LLC | 5.81% | Add +3.4% | 292,536 | $24.7M |
| Duncan Williams Asset Management, LLC | 13.51% | Add +3.5% | 290,090 | $24.5M |
| Souders Financial Advisors | 3.37% | Reduce -8.5% | 286,404 | $24.2M |
| Curi Capital, LLC | 0.55% | Reduce -3.4% | 284,701 | $24.1M |
| JNBA Financial Advisors | 2.42% | Reduce -26.5% | 283,708 | $24.0M |
| Eagle Capital Management, LLC | 9.96% | Add +0.9% | 282,816 | $23.9M |
| Presidio Capital Management, LLC | 15.26% | Add +10.3% | 282,423 | $23.9M |
| Financial Insights, Inc. | 7.76% | Reduce -0.2% | 281,725 | $23.8M |
| Park Avenue Securities LLC | 0.27% | Reduce -1.2% | 280,168 | $23.7M |
| Sweet Financial Partners, LLC | 5.12% | Reduce -3.0% | 279,479 | $23.6M |
| Curran Financial Partners, LLC | 6.70% | Add +5.6% | 279,212 | $23.6M |
| Dakota Wealth Management | 0.53% | Reduce -4.5% | 278,596 | $23.5M |
| Capital Advantage, Inc. | 4.44% | Add +3.0% | 274,223 | $23.2M |
| TD Private Client Wealth LLC | 0.65% | Add +2.3% | 267,125 | $22.6M |
| Hengehold Capital Management LLC | 2.14% | Add +0.0% | 267,089 | $22.6M |
| Manning & Napier Advisors LLC | 0.24% | Add +3.0% | 262,981 | $22.2M |
| Newman Dignan & Sheerar, Inc. | 5.33% | Add +211.8% | 784,451 | $22.2M |
| Stephens Inc. | 0.31% | Add +16.3% | 262,286 | $22.2M |
| Financial Consulate, Inc. | 5.85% | Add +1.0% | 260,724 | $22.0M |
| First Command Advisory Services, Inc. | 0.21% | Add +14.9% | 259,968 | $22.0M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -24.8% | 258,955 | $21.9M |
| Great Valley Advisor Group, Inc. | 0.54% | Add +13.0% | 258,670 | $21.9M |
| Fiduciary Trust Co | 0.30% | Reduce -27.7% | 255,496 | $21.6M |
| Jones Financial Companies LLLP | 0.02% | Add +139.4% | 254,380 | $21.4M |
| Halpern Financial, Inc. | 5.51% | Add +3.6% | 253,173 | $21.4M |
| Tradition Wealth Management, LLC | 1.90% | Add +1.3% | 251,941 | $21.3M |
| Ausdal Financial Partners, Inc. | 2.21% | Reduce -13.5% | 251,537 | $21.3M |
| Keudell/Morrison Wealth Management | 5.74% | Add +15.4% | 250,014 | $21.1M |
| Members Advisory Group LLC | 10.51% | Reduce -8.7% | 248,577 | $21.0M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -1.9% | 246,633 | $20.8M |
| Koshinski Asset Management, Inc. | 1.79% | Add +0.9% | 244,983 | $20.7M |
| Paradigm, Strategies in Wealth Management, LLC | 13.43% | Add +0.6% | 244,220 | $20.6M |
| Exencial Wealth Advisors, LLC | 0.74% | Add +3.7% | 243,798 | $20.6M |
| RFG Advisory, LLC | 0.62% | Add +20.9% | 242,339 | $20.5M |
| Clifford Group, LLC | 15.89% | Reduce -0.3% | 241,721 | $20.4M |
| Whitaker-Myers Wealth Managers, LTD. | 6.77% | Add +4.5% | 240,718 | $20.3M |
| AdvisorNet Financial, Inc | 1.52% | Add +12.7% | 239,965 | $20.3M |
| Certified Advisory Corp | 2.25% | Add +0.0% | 239,834 | $20.3M |
| Regal Investment Advisors LLC | 1.41% | Add +1.0% | 238,003 | $20.1M |
| Whitegate Investment Counselors, Inc. | 5.32% | Reduce -3.3% | 237,093 | $20.0M |
| PFG Advisors | 1.25% | Reduce -1.0% | 234,292 | $19.8M |
| Leo Wealth, LLC | 1.80% | Add +17.1% | 233,164 | $19.7M |
| Tull Financial Group, Inc. | 11.94% | — | 232,336 | $19.6M |
| Silvia McColl Wealth Management, LLC | 14.68% | Add +11.2% | 232,010 | $19.6M |
| Towneley Capital Management, Inc / DE | 4.43% | Add +0.6% | 231,482 | $19.6M |
| Global Wealth Management, LLC | 13.20% | — | 230,897 | $19.5M |
| Joule Financial, LLC | 7.09% | Add +22.4% | 230,469 | $19.5M |
| IFP Advisors, Inc | 0.70% | Add +21.7% | 228,692 | $19.3M |
| RVW Wealth, LLC | 1.78% | Add +2.2% | 227,073 | $19.2M |
| Stratos Investment Management, LLC | 1.33% | Add +5.2% | 225,686 | $19.1M |
| Waller Financial Planning Group, Inc. | 4.71% | Add +1.3% | 224,796 | $19.0M |
| Axxcess Wealth Management, LLC | 0.47% | Add +0.3% | 222,077 | $18.8M |
| Parallel Advisors, LLC | 0.44% | Reduce -0.1% | 220,969 | $18.7M |
| Schaeffer Financial LLC | 18.84% | Add +2.6% | 219,431 | $18.5M |
| LongView Wealth Management | 5.92% | Add +6.8% | 219,287 | $18.5M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +8.4% | 209,183 | $17.7M |
| Southland Equity Partners LLC | 4.27% | Add +41.1% | 207,672 | $17.6M |
| Hunter Associates Investment Management LLC | 2.71% | Add +8.8% | 207,163 | $17.5M |
| Global Retirement Partners, LLC | 0.53% | Reduce -0.8% | 206,670 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.6% | 206,229 | $17.4M |
| Powers Advisory Group, LLC | 8.69% | Add +6.3% | 206,164 | $17.4M |
| Aptus Capital Advisors, LLC | 0.26% | Add +164.4% | 616,185 | $17.4M |
| Financial Planning & Information Services, Inc. | 2.37% | Add +28.0% | 203,049 | $17.2M |
| Nations Financial Group Inc, /Ia/ | 1.24% | Reduce -6.1% | 202,843 | $17.1M |
| IHT Wealth Management, LLC | 0.49% | Add +25.9% | 203,012 | $17.1M |
| Prepared Retirement Institute LLC | 10.29% | Add +2.2% | 201,055 | $17.0M |
| Graves Light Lenhart Wealth, Inc. | 2.09% | Reduce -13.0% | 200,956 | $17.0M |
| Mgo One Seven LLC | 0.73% | Reduce -4.4% | 200,430 | $16.9M |
| Financial Guidance Group, Inc. | 9.88% | Reduce -7.9% | 200,284 | $16.9M |
| Sound View Wealth Advisors Group, LLC | 1.38% | Add +10.4% | 199,522 | $16.9M |
| Kades & Cheifetz LLC | 9.57% | Add +1.4% | 197,665 | $16.7M |
| Stonehearth Capital Management, LLC | 6.64% | Add +116.7% | 197,563 | $16.7M |
| Skyline Advisors, Inc. | 6.78% | Add +1.3% | 194,769 | $16.5M |
| Lakeshore Financial Planning, Inc. | 7.24% | Add +11.3% | 194,299 | $16.4M |
| Weitzel Financial Services, Inc. | 7.59% | Add +3.9% | 192,067 | $16.2M |
| Dagco, Inc. | 6.63% | Add +2.4% | 191,095 | $16.2M |
| Matrix Trust Co | 3.02% | Reduce -3.8% | 190,893 | $16.1M |
| First National Corp. /Ma/ | 3.58% | Add +5.1% | 190,670 | $16.1M |
| Morton Community Bank | 4.21% | Add +0.1% | 190,529 | $16.1M |
| Legacy Edge Advisors, LLC | 2.55% | Add +14.0% | 189,061 | $16.0M |
| Cozad Asset Management Inc. | 1.50% | Add +0.2% | 185,492 | $15.7M |
| Advisory Services Network, LLC | 0.32% | No change | 201,373 | $15.7M |
| Advisors Preferred, LLC | 2.38% | Add +35.7% | 185,110 | $15.6M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1.3% | 183,850 | $15.5M |
| Christensen, King & Associates Investment Services, Inc. | 7.26% | Reduce -3.3% | 182,354 | $15.4M |
| Mutual Advisors, LLC | 0.45% | Add +208.7% | 543,921 | $15.4M |
| Integrated Investment Consultants, LLC | 3.35% | Add +1.4% | 182,071 | $15.4M |
| Leavell Investment Management, Inc. | 0.76% | Add +2.6% | 180,361 | $15.2M |
| Snowden Capital Advisors LLC | 0.46% | Add +4.2% | 179,303 | $15.2M |
| Cooper Financial Group | 1.91% | Add +5.5% | 174,506 | $14.8M |
| Family Capital Management, Inc. | 9.33% | Reduce -1.8% | 171,351 | $14.5M |
| Mendel Capital Management LLC | 8.88% | Add +0.2% | 171,158 | $14.5M |
| Northeast Financial Group, Inc. | 5.56% | Reduce -12.3% | 170,728 | $14.4M |
| Shorepoint Capital Partners LLC | 3.28% | Add +0.4% | 170,597 | $14.4M |
| Citigroup Inc. | 0.01% | Add +6.7% | 170,486 | $14.4M |
| Legacy Financial Strategies, LLC | 3.16% | Reduce -67.0% | 169,520 | $14.3M |
| Ledyard National Bank | 1.31% | Add +14.0% | 169,515 | $14.3M |
| Capital Asset Advisory Services LLC | 0.71% | Add +2.8% | 168,906 | $14.2M |
| Kiley Juergens Wealth Management, LLC | 3.63% | Add +7.3% | 165,262 | $14.0M |
| New Insight Wealth Advisors | 7.34% | Add +7.9% | 165,000 | $13.9M |
| AllGen Financial Advisors, Inc. | 4.46% | Reduce -45.1% | 162,402 | $13.7M |
| Signature Estate & Investment Advisors LLC | 0.32% | Add +0.3% | 162,391 | $13.7M |
| Strategic Blueprint, LLC | 0.85% | Add +3.7% | 162,068 | $13.7M |
| Thoroughbred Financial Services, LLC | 0.88% | Add +1.9% | 161,371 | $13.6M |
| Brass Tax Wealth Management, Inc. | 2.92% | Add +486.6% | 161,176 | $13.6M |
| Strategic Family Wealth Counselors, L.L.C. | 4.75% | Add +10.8% | 160,756 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.8% | 160,401 | $13.6M |
| Investment Advisory Services Inc. /TX | 4.78% | Add +0.6% | 160,246 | $13.5M |
| Columbia Advisory Partners LLC | 12.51% | Reduce -5.3% | 156,213 | $13.2M |
| Latko Wealth Management, Ltd. | 7.97% | — | 155,465 | $13.1M |
| GSG Advisors LLC | 4.26% | Add +3.3% | 152,394 | $12.9M |
| Jaffetilchin Investment Partners, LLC | 0.98% | Add +1.0% | 152,106 | $12.9M |
| Choreo, LLC | 0.19% | Add +24.7% | 151,506 | $12.8M |
| Pinkerton Wealth, LLC | 1.86% | Reduce -9.1% | 151,411 | $12.8M |
| SevenBridge Financial Group, LLC | 2.43% | Add +197.1% | 432,339 | $12.6M |
| Acorn Wealth Advisors, LLC | 5.40% | Reduce -2.9% | 148,740 | $12.6M |
| Yelin Lapidot Holdings Management Ltd. | 2.04% | Add +32.6% | 146,547 | $12.4M |
| Pacific Capital Wealth Advisors, Inc. | 2.07% | Add +20.6% | 146,013 | $12.3M |
| Financial Counselors Inc. | 0.18% | Reduce -1.4% | 145,867 | $12.3M |
| Mayfair Advisory Group, LLC | 7.77% | Add +4.9% | 145,468 | $12.3M |
| AE Wealth Management LLC | 0.11% | Add +49.6% | 144,997 | $12.3M |
| Eagle Strategies LLC | 2.20% | Add +2.3% | 143,941 | $12.2M |
| Blue Barn Wealth, LLC | 6.24% | Add +5.0% | 143,841 | $12.2M |
| Advisory Alpha, LLC | 0.43% | Add +12.8% | 143,647 | $12.1M |
| CoreCap Advisors, LLC | 0.57% | New | 143,254 | $12.1M |
| Onyx Bridge Wealth Group LLC | 1.81% | Add +9.4% | 141,930 | $12.0M |
| First Merchants Corp. | 0.46% | Add +7.8% | 141,239 | $11.9M |
| Courage Miller Partners, LLC | 3.97% | Reduce -0.2% | 139,843 | $11.8M |
| Sard Wealth Management Group, LLC | 7.78% | Add +1.2% | 139,200 | $11.8M |
| Moneco Advisors, LLC | 1.46% | Add +8.6% | 138,534 | $11.7M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +5.0% | 138,112 | $11.7M |
| Islay Capital Management, LLC | 7.83% | Add +3.0% | 137,001 | $11.6M |
| Atria Investments, Inc | 0.14% | Add +5.9% | 136,960 | $11.6M |
| Walled Lake Planning & Wealth Management, LLC | 4.33% | Add +1.4% | 136,137 | $11.5M |
| Independent Financial Group, LLC | 0.42% | Add +5.5% | 136,066 | $11.5M |
| Level Four Advisory Services, LLC | 0.48% | Add +262.6% | 406,345 | $11.5M |
| Valley National Advisers Inc. | 2.07% | Add +8.2% | 135,666 | $11.5M |
| Clay Northam Wealth Management, LLC | 7.87% | Add +0.2% | 135,319 | $11.4M |
| Baker Ellis Asset Management LLC | 1.62% | Reduce -2.6% | 135,243 | $11.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +250.1% | 402,109 | $11.3M |
| Oppenheimer & Co. Inc. | 0.17% | Add +12.4% | 133,500 | $11.3M |
| Bison Wealth, LLC | 1.78% | Add +70.5% | 131,994 | $11.2M |
| Goepper Burkhardt LLC | 4.59% | Add +5.1% | 131,729 | $11.1M |
| Curbstone Financial Management Corp | 2.36% | Add +4.5% | 130,322 | $11.0M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Add +4.7% | 130,274 | $11.0M |
| Brookstone Capital Management | 0.16% | Add +20.9% | 130,241 | $11.0M |
| Midwest Financial Group LLC | 6.40% | Add +2.2% | 128,948 | $10.9M |
| Prudential Financial Inc. | 0.02% | Reduce -6.1% | 128,155 | $10.8M |
| Silver Oak Securities, Incorporated | 1.14% | Add +44.6% | 130,390 | $10.8M |
| FMR LLC | 0.00% | Add +39.3% | 127,966 | $10.8M |
| Bridgewealth Advisory Group, LLC | 3.91% | Add +11.5% | 127,064 | $10.7M |
| Canvas Wealth Advisors, LLC | 2.96% | Reduce -1.7% | 126,698 | $10.7M |
| Pittenger & Anderson Inc. | 0.40% | Reduce -6.3% | 126,639 | $10.7M |
| DHJJ Financial Advisors, Ltd. | 4.20% | Add +2.1% | 125,476 | $10.6M |
| FRG Family Wealth Advisors LLC | 1.90% | Reduce -3.6% | 125,450 | $10.6M |
| Winthrop Advisory Group LLC | 1.31% | Reduce -0.5% | 125,166 | $10.6M |
| Hazlett, Burt & Watson, Inc. | 4.86% | Add +0.9% | 125,011 | $10.6M |
| Avior Wealth Management, LLC | 0.42% | Add +0.8% | 124,601 | $10.5M |
| Albion Financial Group | 0.73% | Add +10.1% | 124,425 | $10.5M |
| Trinity Financial Advisors LLC | 4.70% | Add +8.0% | 137,837 | $10.5M |
| Paces Ferry Wealth Advisors, LLC | 6.03% | Add +9.9% | 124,005 | $10.5M |
| Concourse Financial Group Securities, Inc. | 0.62% | Add +6.9% | 123,493 | $10.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.0% | 123,393 | $10.4M |
| Summit Global Investments | 0.66% | Add +23.1% | 123,165 | $10.4M |
| Rezny Wealth Management, Inc. | 2.60% | Reduce -2.6% | 121,807 | $10.3M |
| XML Financial, LLC | 0.95% | Add +3.7% | 121,619 | $10.3M |
| Merkkuri Wealth Advisors LLC | 8.09% | Add +6.4% | 121,255 | $10.2M |
| Meridian Financial Advisors, LLC | 6.84% | Add +1.2% | 121,207 | $10.2M |
| Horizon Investments, LLC | 0.27% | Add +3.3% | 361,869 | $10.2M |
| BlueChip Wealth Advisors LLC | 5.31% | Add +5.8% | 119,948 | $10.1M |
| Sunbelt Securities, Inc. | 0.99% | Add +2.0% | 119,920 | $10.1M |
| Scotia Capital Inc. | 0.05% | Add +10.4% | 119,000 | $10.1M |
| Coastwise Capital Group, LLC | 8.28% | Add +5.0% | 118,991 | $10.1M |
| Red Mountain Financial, LLC | 10.55% | Add +3.1% | 117,418 | $9.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.51% | Reduce -1.4% | 117,338 | $9.9M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -5.0% | 115,842 | $9.8M |
| Bell Investment Advisors, Inc | 1.79% | Add +7.2% | 115,173 | $9.7M |
| YHB Investment Advisors, Inc. | 0.80% | Reduce -0.2% | 114,727 | $9.7M |
| Garden State Investment Advisory Services LLC | 3.11% | Reduce -1.4% | 114,378 | $9.7M |
| &partners | 0.19% | Add +155.6% | 113,740 | $9.6M |
| Fiduciary Alliance LLC | 1.28% | Add +75.8% | 114,007 | $9.6M |
| Spreng Capital Management, Inc. | 4.60% | Reduce -2.2% | 113,824 | $9.6M |
| Benjamin Edwards Inc. | 0.14% | New | 113,529 | $9.6M |
| Berkeley, Inc | 2.79% | Add +101.8% | 113,316 | $9.6M |
| Charles Schwab Trust Co | 0.81% | Add +0.6% | 111,684 | $9.4M |
| Principal Securities, Inc. | 0.23% | Reduce -7.7% | 111,344 | $9.4M |
| Sheets Smith Wealth Management | 1.15% | Reduce -1.9% | 111,061 | $9.4M |
| Edge Capital Group, LLC | 0.41% | Add +7.7% | 110,272 | $9.3M |
| Juncture Wealth Strategies, LLC | 3.58% | Add +3.5% | 109,406 | $9.2M |
| Householder Group Estate & Retirement Specialist, LLC | 2.68% | Add +3.0% | 108,866 | $9.2M |
| Davis Capital Management | 7.15% | Reduce -1.5% | 106,970 | $9.0M |
| TruWealth Advisors, LLC | 0.55% | Reduce -1.2% | 106,372 | $9.0M |
| Joseph Group Capital Management | 3.40% | Add +6.1% | 105,104 | $8.9M |
| Second Half Financial Partners, LLC | 4.68% | New | 104,563 | $8.8M |
| Cordgrass Capital Advisors, LLC | 2.56% | Add +5.5% | 104,437 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.9% | 104,397 | $8.8M |
| Kingsview Wealth Management, LLC | 0.19% | Add +19.6% | 104,140 | $8.8M |
| Integral Investment Advisors, Inc. | 2.37% | Add +7.1% | 102,764 | $8.7M |
| MADDEN SECURITIES Corp | 3.73% | Reduce -0.6% | 102,347 | $8.7M |
| Curtis Advisory Group, LLC | 2.44% | Add +1.0% | 101,871 | $8.6M |
| DAVENPORT & Co LLC | 0.05% | Add +7.1% | 101,423 | $8.6M |
| Benchmark Financial Wealth Advisors, LLC | 2.86% | Add +6.7% | 101,324 | $8.6M |
| HBW Advisory Services LLC | 1.25% | Reduce -5.1% | 101,304 | $8.6M |
| Magnolia Capital Advisors LLC | 4.28% | Reduce -1.6% | 101,174 | $8.6M |
| Constant Guidance Financial LLC | 7.20% | Add +982.2% | 100,341 | $8.5M |
| John W. Brooker & Co., CPAs | 3.88% | Add +2.5% | 100,098 | $8.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +49.8% | 100,087 | $8.5M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +49.8% | 100,087 | $8.5M |
| CW Advisors, LLC | 0.11% | Reduce -7.2% | 98,184 | $8.3M |
| Verus Capital Partners, LLC | 0.81% | Reduce -9.3% | 97,964 | $8.3M |
| Strategic Investment Solutions, Inc. | 2.47% | Add +1.8% | 97,659 | $8.3M |
| Spire Wealth Management | 0.28% | Add +2.1% | 97,408 | $8.2M |
| NBT Bank, N.A. | 0.55% | Reduce -3.5% | 97,312 | $8.2M |
| Global Financial Private Client, LLC | 3.20% | Reduce -0.7% | 97,115 | $8.2M |
| TRUE Private Wealth Advisors | 0.98% | Add +160.7% | 96,901 | $8.2M |
| Kingswood Wealth Advisors, LLC | 0.58% | Add +407.8% | 96,754 | $8.2M |
| New England Private Wealth Advisors LLC | 1.31% | Add +1.5% | 96,215 | $8.1M |
| Robbins Farley | 4.07% | Reduce -7.7% | 95,533 | $8.1M |
| Prosperitas Financial LLC | 4.30% | Add +19.7% | 94,566 | $8.0M |
| MTM Financial Group, LLC | 4.88% | Reduce -3.9% | 95,102 | $8.0M |
| Ted Buchan & Co | 3.79% | Reduce -0.3% | 94,451 | $8.0M |
| JT Stratford LLC | 1.33% | Add +6.3% | 91,457 | $7.7M |
| Capasso Planning Partners LLC | 2.27% | Reduce -8.9% | 91,121 | $7.7M |
| MBA Advisors LLC | 3.67% | Add +0.2% | 90,523 | $7.7M |
| ORG Partners LLC | 1.23% | Add +2.3% | 90,488 | $7.6M |
| Patriot Investment Management Group, Inc. | 0.56% | Add +1.9% | 90,185 | $7.6M |
| Penney Financial, LLC | 5.20% | Add +7.3% | 90,176 | $7.6M |
| Bruce G. Allen Investments, LLC | 5.92% | Add +1.8% | 90,161 | $7.6M |
| Atlantic Union Bankshares Corp | 0.44% | Add +40.2% | 90,078 | $7.6M |
| Per Stirling Capital Management, LLC. | 1.05% | Add +2.4% | 89,643 | $7.6M |
| Sendero Wealth Management, LLC | 1.18% | Add +10.7% | 88,657 | $7.5M |
| TrueWealth Advisors, LLC | 2.50% | Reduce -4.8% | 88,563 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -9.2% | 88,327 | $7.5M |
| Custos Family Office, LLC | 2.70% | Add +0.8% | 88,109 | $7.4M |
| Citadel Advisors | 0.01% | Add +1468366.7% | 88,108 | $7.4M |
| Pps&v Asset Management Consultants, Inc. | 5.10% | Add +3.3% | 87,892 | $7.4M |
| Bensler, LLC | 0.94% | Reduce -8.8% | 87,746 | $7.4M |
| Alpha Omega Group, Inc. | 10.11% | Add +3.0% | 87,155 | $7.4M |
| USAdvisors Wealth Management, LLC | 2.57% | Add +1.1% | 87,175 | $7.3M |
| Sage Financial Management Group, Inc. | 2.82% | New | 86,009 | $7.3M |
| Citizens Financial Group Inc. | 0.15% | Add +33.7% | 85,964 | $7.3M |
| O'Connor Financial Group LLC | 3.78% | Add +16.2% | 85,182 | $7.2M |
| HRC Wealth Management, LLC | 4.64% | Add +0.2% | 85,072 | $7.2M |
| Strategic Wealth Partners, Ltd. | 0.69% | No change | 85,011 | $7.2M |
| Meridian Wealth Management, LLC | 0.35% | New | 84,843 | $7.2M |
| Clearstead Advisors, LLC | 0.11% | Add +17.9% | 84,285 | $7.1M |
| Platform Technology Partners | 2.24% | Add +7.5% | 84,230 | $7.1M |
| Cornerstone Planning Group LLC | 1.87% | Reduce -42.1% | 251,294 | $7.1M |
| Milestone Investment Advisors LLC | 1.98% | Reduce -37.5% | 83,491 | $7.1M |
| Signal Advisors Wealth, LLC | 1.01% | New | 83,062 | $7.0M |
| Donaldson Capital Management, LLC | 0.27% | Add +0.0% | 82,804 | $7.0M |
| Asset Planning Corporation | 4.55% | Reduce -0.8% | 82,448 | $7.0M |
| Continuum Advisory, LLC | 0.89% | Add +213.3% | 240,792 | $7.0M |
| Navalign, LLC | 2.04% | New | 82,129 | $6.9M |
| Composition Wealth, LLC | 0.16% | Reduce -4.2% | 82,117 | $6.9M |
| Metropolitan Life Insurance Co | 2.46% | New | 81,800 | $6.9M |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +0.6% | 80,968 | $6.8M |
| Pennsylvania Capital Management Inc. | 2.47% | Reduce -1.8% | 80,959 | $6.8M |
| Burns Matteson Capital Management, LLC | 3.84% | Reduce -2.4% | 80,944 | $6.8M |
| Family Investment Center, Inc. | 1.71% | Reduce -1.1% | 80,546 | $6.8M |
| Brown Advisory Inc. | 0.01% | Reduce -2.6% | 80,202 | $6.8M |
| Gunma Bank,Ltd. | 2.78% | Reduce -23.8% | 80,000 | $6.8M |
| LexAurum Advisors, LLC | 1.49% | Add +2.2% | 79,640 | $6.7M |
| Benchmark Wealth Management, LLC | 3.31% | Reduce -1.0% | 79,296 | $6.7M |
| CapWealth Advisors, LLC | 0.73% | Add +2.3% | 79,200 | $6.7M |
| Carnegie Investment Counsel | 0.20% | Add +2.5% | 79,071 | $6.7M |
| Caprock Group, LLC | 0.24% | Reduce -5.9% | 79,029 | $6.7M |
| HBK Sorce Advisory LLC | 0.20% | Add +3.3% | 78,636 | $6.6M |
| HC Advisors, LLC | 5.44% | Add +5.9% | 78,199 | $6.6M |
| Guardian Financial Partners, LLC | 4.13% | Add +6.6% | 78,111 | $6.6M |
| Western Wealth Management, LLC | 0.38% | Add +49.2% | 78,073 | $6.6M |
| Visionary Wealth Advisors | 0.40% | Reduce -0.0% | 77,604 | $6.6M |
| Old Port Advisors | 1.82% | Reduce -21.3% | 77,552 | $6.6M |
| Obsidian Personal Planning Solutions LLC | 3.42% | Add +222.1% | 231,654 | $6.5M |
| Apriem Advisors | 0.76% | Add +10.2% | 76,719 | $6.5M |
| Diversify Wealth Management, LLC | 0.62% | New | 228,854 | $6.5M |
| Paradigm Capital Management, LLC | 6.24% | — | 76,335 | $6.5M |
| Kure Advisory, LLC | 5.78% | Add +3.9% | 76,329 | $6.5M |
| Smith, Moore & Co. | 0.61% | Add +1.4% | 75,590 | $6.4M |
| Csenge Advisory Group | 0.33% | Add +204.9% | 223,400 | $6.4M |
| High Net Worth Advisory Group LLC | 1.78% | Add +5.2% | 75,342 | $6.4M |
| Mayflower Financial Advisors, LLC | 0.96% | Add +26.1% | 75,106 | $6.3M |
| Tudor Financial Inc. | 3.89% | — | 74,679 | $6.3M |
| Cahill Financial Advisors Inc. | 0.86% | Add +7.0% | 74,119 | $6.3M |
| Armor Investment Advisors, LLC | 2.58% | Reduce -2.3% | 73,794 | $6.2M |
| Red Door Wealth Management, LLC | 1.04% | Add +2.9% | 73,658 | $6.2M |
| MSH Capital Advisors LLC | 1.89% | Add +8.7% | 73,237 | $6.2M |
| Global Strategic Investment Solutions, LLC | 0.72% | No change | 72,938 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -29.8% | 72,930 | $6.2M |
| PCA Investment Advisory Services Inc. | 2.90% | Add +0.3% | 72,725 | $6.1M |
| Pinnacle Financial Partners Inc | 0.12% | No change | 72,698 | $6.1M |
| Foguth Wealth Management, LLC. | 2.22% | Add +30.1% | 72,634 | $6.1M |
| Crescent Sterling, Ltd. | 5.82% | Reduce -1.9% | 72,290 | $6.1M |
| Sowell Financial Services LLC | 0.28% | Reduce -24.2% | 72,243 | $6.1M |
| Legacy Private Trust Co. | 0.41% | Reduce -0.3% | 71,787 | $6.1M |
| World Investment Advisors | 0.19% | Add +6.8% | 72,187 | $6.0M |
| St. Johns Investment Management Company, LLC | 2.83% | Reduce -4.8% | 71,192 | $6.0M |
| NCM Capital Management, LLC | 2.89% | Add +12.8% | 71,141 | $6.0M |
| Nwam LLC | 0.37% | New | 71,098 | $6.0M |
| Alliance Wealth Management Group | 1.59% | Add +4.4% | 70,844 | $6.0M |
| Towercrest Capital Management | 0.97% | Add +4.4% | 70,844 | $6.0M |
| Hofer & Associates. Inc | 4.12% | Add +1.4% | 70,684 | $6.0M |
| Apollon Wealth Management, LLC | 0.17% | Add +32.0% | 70,244 | $5.9M |
| Redhawk Wealth Advisors, Inc. | 0.85% | Reduce -2.8% | 70,226 | $5.9M |
| Smithbridge Asset Management Inc. | 1.01% | Reduce -3.6% | 69,665 | $5.9M |
| Belpointe Asset Management LLC | 0.35% | Reduce -2.1% | 69,427 | $5.9M |
| KCM Investment Advisors LLC | 0.20% | Add +0.7% | 69,210 | $5.9M |
| WealthPLAN Partners, LLC | 0.78% | Add +7.2% | 68,640 | $5.8M |
| Alpha Omega Wealth Management LLC | 1.06% | Reduce -1.5% | 68,350 | $5.8M |
| Comerica Bank | 0.02% | Reduce -1.0% | 68,169 | $5.8M |
| Money Concepts Capital Corp. | 0.44% | Add +4.3% | 68,056 | $5.8M |
| Scissortail Wealth Management, LLC | 1.38% | Reduce -99.8% | 158 | $5.7M |
| Smart Money Group LLC | 2.04% | Add +156.6% | 202,250 | $5.7M |
| Centric Wealth Management | 1.52% | Add +212.2% | 196,498 | $5.7M |
| D.B. Root & Company, LLC | 1.85% | Reduce -1.1% | 66,546 | $5.6M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +11.7% | 66,316 | $5.6M |
| Personal Cfo Solutions, LLC | 0.78% | Add +3.6% | 65,790 | $5.6M |
| Investors Research Corp | 1.22% | Add +5.7% | 65,788 | $5.6M |
| Future Financial Wealth Managment LLC | 3.95% | Add +5.5% | 65,370 | $5.5M |
| Evolution Wealth Advisors, LLC | 1.00% | Add +0.0% | 65,366 | $5.5M |
| Arax Advisory Partners | 0.49% | Add +1.3% | 65,020 | $5.5M |
| Hilltop Holdings Inc. | 0.36% | Add +3.2% | 64,865 | $5.5M |
| Goldstone Financial Group, LLC | 0.95% | Add +7.6% | 64,599 | $5.5M |
| Arrowroot Family Office, LLC | 3.18% | Reduce -2.7% | 64,595 | $5.5M |
| Advisors Capital Management, LLC | 0.09% | Reduce -2.3% | 64,584 | $5.5M |
| WealthCare Investment Partners, LLC | 2.37% | Reduce -15.7% | 64,193 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -4.0% | 63,963 | $5.4M |
| First National Trust Co | 0.21% | Add +329.2% | 63,614 | $5.4M |
| FLC Capital Advisors | 1.24% | Reduce -0.7% | 63,498 | $5.4M |
| Flagship Harbor Advisors, LLC | 0.29% | Reduce -0.8% | 63,148 | $5.3M |
| EP Wealth Advisors, LLC | 0.05% | Add +3.5% | 63,076 | $5.3M |
| Pallas Capital Advisors LLC | 0.22% | Add +191.5% | 185,228 | $5.2M |
| Kellett Wealth Advisors, LLC | 3.74% | Reduce -2.2% | 62,000 | $5.2M |
| Lion Street Advisors, LLC | 1.82% | Add +5.9% | 61,796 | $5.2M |
| United Bank | 2.38% | Reduce -1.3% | 61,030 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -6.6% | 61,024 | $5.2M |
| Barnes Pettey Financial Advisors, LLC | 4.10% | Reduce -0.1% | 60,859 | $5.1M |
| Auxano Advisors, LLC | 1.33% | Add +1.9% | 60,758 | $5.1M |
| Montis Financial, LLC | 1.82% | Add +93.3% | 60,544 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -5.5% | 60,261 | $5.1M |
| Fagan Associates, Inc. | 0.86% | Reduce -1.7% | 60,252 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +2.4% | 60,169 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.32% | Add +3.2% | 59,897 | $5.1M |
| Mission Hills Financial Advisory, LLC | 4.30% | — | 174,997 | $5.1M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -60.9% | 59,844 | $5.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.88% | Add +14.9% | 59,829 | $5.1M |
| Northwest Investment Counselors, LLC | 1.12% | Add +14.0% | 58,560 | $5.0M |
| Eastern Bank | 0.09% | New | 58,183 | $4.9M |
| Boston Financial Mangement LLC | 0.15% | Reduce 0.0% | 58,142 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +21.8% | 57,864 | $4.9M |
| Farther Finance Advisors, LLC | 0.18% | Add +123.4% | 57,704 | $4.9M |
| Concord Wealth Partners | 0.81% | Reduce -17.7% | 57,636 | $4.9M |
| Warwick Investment Management, Inc. | 1.15% | Add +0.4% | 57,454 | $4.9M |
| Valley Forge Investment Consultants Inc. Adv | 1.69% | Reduce -12.7% | 57,375 | $4.8M |
| Rollins Financial Advisors, LLC | 0.80% | Add +0.6% | 57,070 | $4.8M |
| Texas Yale Capital Corp. | 0.21% | Reduce -1.7% | 57,021 | $4.8M |
| Rovin Capital /Ut/ | 1.77% | Add +3.8% | 56,481 | $4.8M |
| Panoramic Investment Advisors, LLC | 3.29% | — | 56,345 | $4.8M |
| Argent Trust Co | 0.20% | No change | 56,278 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +173.2% | 55,655 | $4.7M |
| Breakwater Investment Management | 1.95% | Reduce -0.7% | 55,377 | $4.7M |
| FSC Wealth Advisors, LLC | 3.35% | Reduce -6.8% | 55,123 | $4.7M |
| Intrua Financial, LLC | 0.75% | Reduce -21.8% | 54,480 | $4.6M |
| Beacon Financial Planning, Inc. | 2.84% | Add +33.5% | 54,437 | $4.6M |
| Broadleaf Partners, LLC | 1.08% | Add +3.4% | 54,235 | $4.6M |
| Alkeme Wealth, LLC | 2.03% | Add +0.5% | 54,107 | $4.6M |
| Cape Investment Advisory, Inc. | 1.85% | Add +12.2% | 54,076 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +6.2% | 54,011 | $4.6M |
| AMG National Trust Bank | 0.12% | Add +4.2% | 53,922 | $4.6M |
| Access Financial Services, Inc. | 2.07% | Reduce -4.8% | 53,513 | $4.5M |
| ProVise Management Group, LLC | 0.36% | Reduce -9.4% | 53,483 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Reduce -20.4% | 52,911 | $4.5M |
| Cutler Investment Counsel LLC | 0.56% | Add +3.3% | 52,832 | $4.5M |
| Channel Wealth LLC | 1.46% | Add +12.3% | 52,472 | $4.4M |
| Alpha Cubed Investments, LLC | 0.20% | Reduce -8.7% | 52,461 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +8.8% | 52,143 | $4.4M |
| Cyr Financial Inc. | 4.09% | Add +2.4% | 51,775 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 2.01% | Reduce -0.7% | 51,730 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +114.2% | 50,914 | $4.3M |
| Private Portfolio Partners LLC | 0.80% | New | 50,624 | $4.3M |
| Smithfield Trust Co | 0.21% | Reduce -0.6% | 50,583 | $4.3M |
| Renaissance Technologies | 0.01% | New | 50,500 | $4.3M |
| Cambridge Advisors Inc. | 0.93% | Reduce -2.0% | 50,477 | $4.3M |
| US Bancorp \de | 0.01% | Add +0.6% | 50,366 | $4.3M |
| Cypress Capital, LLC | 1.09% | Add +18.2% | 50,149 | $4.2M |
| GM Advisory Group, LLC | 0.25% | Add +60.3% | 49,684 | $4.2M |
| Talisman Wealth Advisors LLC | 4.42% | Add +2.8% | 49,791 | $4.2M |
| Game Plan Financial Advisors, LLC | 2.24% | Add +1.2% | 49,647 | $4.2M |
| Roundview Capital LLC | 0.30% | Reduce -1.1% | 49,598 | $4.2M |
| Pathway Financial Advisers, LLC | 1.90% | Add +1.1% | 49,502 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +5.5% | 49,500 | $4.2M |
| GYL Financial Synergies, LLC | 0.31% | Reduce -1.4% | 49,403 | $4.2M |
| Cresta Advisors, Ltd. | 2.18% | Reduce -0.4% | 49,341 | $4.2M |
| McAdam, LLC | 0.23% | Reduce -12.5% | 49,328 | $4.2M |
| Northstar Group, Inc. | 0.76% | Add +0.0% | 49,169 | $4.2M |
| FreeGulliver LLC | 2.47% | Reduce -3.7% | 49,137 | $4.2M |
| Insight Advisors, LLC/ PA | 0.72% | Add +20.1% | 48,862 | $4.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +5.8% | 48,659 | $4.1M |
| Northwest Capital Management Inc | 1.48% | Reduce -0.3% | 48,645 | $4.1M |
| Nabity-Jensen Investment Management Inc | 3.14% | Reduce -11.8% | 48,453 | $4.1M |
| Good Life Advisors, LLC | 0.25% | Add +1.9% | 47,830 | $4.0M |
| Barry Investment Advisors, LLC | 1.23% | Add +34.7% | 47,624 | $4.0M |
| Madison Asset Management, LLC | 0.05% | Reduce -0.5% | 47,510 | $4.0M |
| Shepherd Kaplan Krochuk, LLC | 3.03% | Reduce -4.4% | 47,461 | $4.0M |
| Everhart Financial Group, Inc. | 0.89% | Add +2.2% | 47,307 | $4.0M |
| Fifth Third Securities, Inc. | 0.38% | Reduce -22.8% | 47,188 | $4.0M |
| Spectrum Wealth Counsel, LLC | 0.47% | Add +0.0% | 47,018 | $4.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.75% | Reduce -16.7% | 46,983 | $4.0M |
| OLIO Financial Planning | 1.65% | No change | 51,453 | $3.9M |
| Transform Wealth, LLC | 0.26% | Reduce -4.0% | 46,340 | $3.9M |
| Paladin Advisory Group, LLC | 2.88% | Reduce -8.8% | 46,192 | $3.9M |
| Ahl Investment Management, Inc. | 2.63% | Add +0.2% | 45,134 | $3.8M |
| M&T Bank Corp | 0.01% | Add +0.3% | 44,925 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -2.4% | 44,798 | $3.8M |
| Savoie Capital LLC | 0.46% | No change | 44,600 | $3.8M |
| WBH Advisory Inc. | 0.36% | Add +5.4% | 44,560 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +0.6% | 44,365 | $3.8M |
| Wedbush Securities Inc. | 0.14% | Add +1.3% | 44,303 | $3.7M |
| Clark Financial Services Group Inc. | 3.40% | New | 44,271 | $3.7M |
| Lynch & Associates | 0.78% | Add +16.0% | 43,682 | $3.7M |
| Gradient Capital Advisors, LLC | 1.21% | Add +3.7% | 43,300 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +2.5% | 43,215 | $3.7M |
| Compass Financial Group, INC | 0.71% | Add +9.0% | 42,865 | $3.6M |
| Simon Quick Advisors, LLC | 0.23% | Reduce -8.5% | 42,745 | $3.6M |
| White Lighthouse Investment Management Inc. | 0.65% | Add +1.2% | 42,706 | $3.6M |
| Synovus Financial Corp. | 0.04% | Add +148.1% | 42,517 | $3.6M |
| Worth Financial Advisory Group, LLC | 2.10% | Add +1.0% | 42,291 | $3.6M |
| Commerce Bank | 0.02% | Add +5.1% | 42,086 | $3.6M |
| Orion Capital Management LLC | 1.73% | Add +11.3% | 42,050 | $3.6M |
| Soltis Investment Advisors LLC | 0.35% | Reduce -52.6% | 41,826 | $3.5M |
| Roman Butler Fullerton & Co. | 1.06% | Add +217.7% | 123,363 | $3.5M |
| LPF Advisors LLC | 3.01% | Add +1.6% | 41,588 | $3.5M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -3.4% | 41,417 | $3.5M |
| Smartleaf Asset Management LLC | 0.42% | Add +7.0% | 41,452 | $3.5M |
| Trust Co | 0.42% | Add +6.4% | 41,224 | $3.5M |
| Centaurus Financial, Inc. | 0.22% | Reduce -38.6% | 41,186 | $3.5M |
| Cary Street Partners Asset Management LLC | 0.46% | Add +10.0% | 41,124 | $3.5M |
| Community Financial Services Group, LLC | 0.71% | Reduce -2.6% | 41,044 | $3.5M |
| Inscription Capital, LLC | 0.52% | Add +6.7% | 40,932 | $3.5M |
| Transcend Capital Advisors, LLC | 0.23% | New | 40,801 | $3.4M |
| Pitcairn Co. | 0.20% | No change | 40,778 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.33% | Reduce -1.9% | 40,654 | $3.4M |
| Raymond James Trust N.A. | 0.07% | Add +17.4% | 40,653 | $3.4M |
| WCG Wealth Advisors LLC | 0.23% | Add +109.7% | 40,575 | $3.4M |
| Johnson Investment Counsel Inc. | 0.03% | Add +5.4% | 40,565 | $3.4M |
| Nikulski Financial, Inc. | 1.02% | Reduce -2.7% | 40,352 | $3.4M |
| Insigneo Advisory Services, LLC | 0.34% | Add +10.0% | 40,184 | $3.4M |
| Financial Designs Corp | 2.18% | Reduce -2.9% | 40,042 | $3.4M |
| Cowa, LLC | 1.61% | Add +1.2% | 39,917 | $3.4M |
| Sachetta, LLC | 1.33% | Add +3.7% | 39,868 | $3.4M |
| SeaCrest Wealth Management, LLC | 0.36% | Add +0.5% | 39,686 | $3.4M |
| Ellenbecker Investment Group | 0.63% | Add +15.9% | 39,582 | $3.3M |
| Cambridge Financial Group, LLC | 1.38% | Add +0.7% | 39,337 | $3.3M |
| Camden National Bank | 0.48% | Add +16.7% | 39,333 | $3.3M |
| Smith Anglin Financial, LLC | 0.32% | Reduce -8.7% | 39,189 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +29.9% | 39,099 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.7% | 38,870 | $3.3M |
| Capital Investment Advisors, LLC | 0.07% | Add +15.5% | 38,605 | $3.3M |
| Anchor Investment Management, LLC | 0.31% | Add +1.1% | 38,517 | $3.3M |
| Ascentis Independent Advisors | 0.50% | Add +4.2% | 38,223 | $3.2M |
| Hamel Associates, Inc. | 0.99% | Reduce -5.5% | 38,213 | $3.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.98% | Reduce -12.1% | 38,173 | $3.2M |
| Adapt Wealth Advisors, LLC | 1.73% | Reduce -2.5% | 38,140 | $3.2M |
| TPG Advisors LLC | 2.52% | Reduce -0.8% | 38,117 | $3.2M |
| Emerald Advisors, LLC | 0.46% | Add +213.2% | 111,311 | $3.2M |
| Strategic Financial Concepts, LLC | 1.02% | Reduce -98.8% | 37,862 | $3.2M |
| Capital Analysts, LLC | 0.13% | Add +6.7% | 37,565 | $3.2M |
| Eagle Ridge Investment Management | 0.28% | Reduce -0.6% | 37,444 | $3.2M |
| Headinvest, LLC | 0.58% | Add +4.1% | 37,362 | $3.2M |
| Madden Advisory Services, Inc. | 1.44% | Add +6.0% | 37,311 | $3.2M |
| Bfsg, LLC | 0.36% | Add +102.9% | 37,058 | $3.1M |
| Asset Allocation & Management Company, LLC | 1.96% | No change | 36,806 | $3.1M |
| LVM Capital Management Ltd. | 0.35% | No change | 39,993 | $3.1M |
| Cypress Wealth Services, LLC | 0.64% | Add +1.4% | 36,529 | $3.1M |
| Jacobi Capital Management LLC | 0.23% | Add +92.9% | 36,415 | $3.1M |
| Capital Investment Counsel, LLC | 0.53% | Reduce -6.5% | 36,135 | $3.1M |
| Capital Square, LLC | 1.85% | Add +9.5% | 36,112 | $3.1M |
| Bessemer Group Inc. | 0.01% | No change | 36,111 | $3.1M |
| Eldridge Investment Advisors, Inc. | 0.72% | Add +0.7% | 36,095 | $3.1M |
| Compound Planning, Inc. | 0.19% | Add +0.2% | 35,888 | $3.0M |
| Bluespring Wealth Management, LLC | 0.30% | Reduce -2.5% | 35,408 | $3.0M |
| CAP Partners, LLC | 2.24% | Add +2.9% | 35,408 | $3.0M |
| Moran Wealth Management, LLC | 0.09% | Reduce -3.1% | 35,369 | $3.0M |
| Triton Wealth Management, PLLC | 1.70% | Add +0.1% | 35,370 | $3.0M |
| Chesapeake Wealth Management | 1.01% | Reduce -2.2% | 35,122 | $3.0M |
| Brown Brothers Harriman & Co. | 0.02% | Add +2063.8% | 35,032 | $3.0M |
| Princeton Global Asset Management LLC | 0.57% | Reduce -2.5% | 34,456 | $2.9M |
| Physician Wealth Advisors, Inc. | 0.52% | Add +171.2% | 101,777 | $2.9M |
| Choate Investment Advisors | 0.07% | Reduce -15.7% | 34,338 | $2.9M |
| BLB&B Advisors, LLC | 0.15% | Reduce -3.0% | 34,256 | $2.9M |
| Sandy Spring Bank | 0.12% | Reduce -1.1% | 34,143 | $2.9M |
| Sfm, LLC | 2.14% | Add +0.7% | 33,803 | $2.9M |
| Glassy Mountain Advisors, Inc. | 1.00% | Add +3.9% | 33,777 | $2.9M |
| Bank of Montreal | 0.00% | Add +11.5% | 33,878 | $2.9M |
| Independent Solutions Wealth Management, LLC | 0.64% | Reduce -0.2% | 33,619 | $2.8M |
| Scott & Selber, Inc. | 0.88% | Reduce -3.2% | 33,471 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -8.1% | 33,461 | $2.8M |
| GPM Growth Investors, Inc. | 1.17% | Reduce -9.2% | 33,320 | $2.8M |
| Journey Strategic Wealth LLC | 0.10% | New | 33,263 | $2.8M |
| Zullo Investment Group, Inc. | 1.17% | Add +1.3% | 33,234 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -7.6% | 33,207 | $2.8M |
| Cynosure Group, LLC | 0.41% | Reduce -22.8% | 33,201 | $2.8M |
| MidAtlantic Capital Management, Inc. | 2.04% | Reduce -3.8% | 32,996 | $2.8M |
| Aspen Grove Capital, LLC | 0.62% | Reduce -1.2% | 32,947 | $2.8M |
| Florida Financial Advisors, LLC | 1.44% | Reduce -0.6% | 32,938 | $2.8M |
| Genesee Capital Advisors, LLC | 1.33% | Add +16.3% | 32,707 | $2.8M |
| CHB Investment Group, LLC | 1.46% | — | 32,624 | $2.8M |
| Enclave Advisors LLC | 0.47% | — | 32,601 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Add +1.1% | 32,512 | $2.7M |
| Fortis Capital Management LLC | 0.55% | Add +47.4% | 32,380 | $2.7M |
| RIA Advisory Group LLC | 0.96% | — | 32,216 | $2.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.31% | Reduce -1.0% | 31,867 | $2.7M |
| Advisors Management Group Inc. | 0.64% | Add +2.2% | 31,817 | $2.7M |
| Register Financial Advisors LLC | 1.38% | Add +6.4% | 31,805 | $2.7M |
| Weaver Consulting Group | 0.85% | No change | 31,704 | $2.7M |
| Beckerman Institutional, LLC | 2.24% | — | 31,517 | $2.7M |
| Vident Advisory, LLC | 0.07% | Reduce -1.6% | 31,501 | $2.7M |
| Caldwell Trust Co | 0.28% | Reduce -0.2% | 31,305 | $2.6M |
| Collective Family Office LLC | 0.72% | Add +7.8% | 31,273 | $2.6M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.7% | 31,268 | $2.6M |
| Simplicity Wealth,LLC | 0.24% | Reduce -25.8% | 31,259 | $2.6M |
| Welch & Forbes LLC | 0.03% | No change | 31,170 | $2.6M |
| Allen Capital Group, LLC | 0.33% | Reduce -4.4% | 31,117 | $2.6M |
| FMA Wealth Management, LLC | 1.91% | Add +4.2% | 31,116 | $2.6M |
| Mengis Capital Management, Inc. | 0.52% | Add +8.9% | 31,080 | $2.6M |
| Consolidated Portfolio Review Corp | 0.58% | Reduce -2.0% | 30,948 | $2.6M |
| Betterment LLC | 0.01% | Add +30.5% | 30,942 | $2.6M |
| BCGM Wealth Management, LLC | 0.85% | Reduce -6.0% | 30,933 | $2.6M |
| Oxinas Partners, LLC | 1.60% | Add +210.5% | 30,881 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.79% | Add +1.4% | 30,773 | $2.6M |
| Bangor Savings Bank | 0.24% | Reduce -0.3% | 30,584 | $2.6M |
| AQR Capital Management | 0.00% | Add +169.9% | 30,508 | $2.6M |
| CreativeOne Wealth, LLC | 0.09% | Add +1.8% | 30,496 | $2.6M |
| Concord Asset Management, LLC | 0.58% | Reduce -22.5% | 30,437 | $2.6M |
| Crewe Advisors LLC | 0.30% | Add +3.0% | 30,343 | $2.6M |
| Aspire Wealth Management Corp | 1.36% | Reduce -40.4% | 29,945 | $2.5M |
| Lanark Financial, Inc. | 0.21% | Add +64.7% | 29,667 | $2.5M |
| Millennium Capital Advisors, LLC | 1.63% | Reduce -0.8% | 29,576 | $2.5M |
| Trek Financial, LLC | 0.19% | Add +57.8% | 29,530 | $2.5M |
| Great Waters Wealth Management | 0.34% | Reduce -1.0% | 29,520 | $2.5M |
| First Heartland Consultants, Inc. | 0.27% | Reduce -25.9% | 29,400 | $2.5M |
| Elevation Wealth Partners, LLC | 1.06% | Add +20.9% | 29,318 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Add +160.4% | 29,260 | $2.5M |
| Blue Bell Private Wealth Management, LLC | 0.47% | Add +0.1% | 29,178 | $2.5M |
| Aprio Wealth Management, LLC | 0.39% | Reduce -0.7% | 29,160 | $2.5M |
| Guyasuta Investment Advisors Inc. | 0.15% | Add +0.9% | 29,016 | $2.5M |
| Peoples Bank | 1.24% | Reduce -9.8% | 28,773 | $2.4M |
| CPC Advisors, LLC | 0.36% | Reduce -9.5% | 28,668 | $2.4M |
| White Knight Strategic Wealth Advisors, LLC | 2.18% | Add +0.2% | 28,504 | $2.4M |
| Titleist Asset Management, LLC | 0.35% | Reduce -2.0% | 28,294 | $2.4M |
| Madison Park Capital Advisors, LLC | 1.78% | Add +14.6% | 28,127 | $2.4M |
| Krilogy Financial LLC | 0.16% | Add +11.3% | 28,124 | $2.4M |
| Acas, LLC | 1.95% | Reduce -0.7% | 27,918 | $2.4M |
| Trivium Point Advisory, LLC | 0.32% | Add +64.5% | 80,362 | $2.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.53% | No change | 27,484 | $2.3M |
| Viawealth, LLC | 1.35% | Add +3.9% | 27,457 | $2.3M |
| Berkshire Asset Management LLC | 0.12% | No change | 29,728 | $2.3M |
| Liberty One Investment Management, LLC | 0.23% | Reduce -4.4% | 27,053 | $2.3M |
| Muirfield Wealth Advisors LLC | 1.94% | Add +1.8% | 26,960 | $2.3M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -24.7% | 26,951 | $2.3M |
| Boyd Watterson Asset Management LLC | 0.63% | Add +5.9% | 26,914 | $2.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -47.5% | 26,873 | $2.3M |
| Asset Dedication, LLC | 0.15% | Add +11.0% | 26,809 | $2.3M |
| Planning Capital Management Corp | 1.50% | Add +0.4% | 26,807 | $2.3M |
| Atlas Wealth Partners, LLC | 3.42% | New | 26,552 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.83% | Add +0.7% | 26,546 | $2.2M |
| Arkadios Wealth Advisors | 0.13% | Add +22.6% | 26,543 | $2.2M |
| Chicago Partners Investment Group LLC | 0.08% | Add +138.0% | 78,926 | $2.2M |
| Wealthgarden F.S. LLC | 2.16% | Add +4.4% | 26,297 | $2.2M |
| Warner Financial, Inc. | 0.98% | Add +2.0% | 26,242 | $2.2M |
| Private Trust Co. NA | 0.22% | Reduce -9.9% | 26,238 | $2.2M |
| Myecfo, LLC | 1.20% | Add +5.8% | 26,193 | $2.2M |
| Larson Financial Group LLC | 0.13% | Add +7.2% | 26,047 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +18.3% | 25,974 | $2.2M |
| PFG Investments, LLC | 0.14% | Add +2.9% | 25,898 | $2.2M |
| Fermata Advisors, LLC | 0.44% | Reduce -73.6% | 25,652 | $2.2M |
| WT Wealth Management | 0.69% | Add +193.8% | 74,709 | $2.2M |
| Legacy Advisors, LLC | 0.23% | Reduce -4.2% | 25,456 | $2.2M |
| Heck Capital Advisors, LLC | 0.25% | Reduce -0.5% | 25,356 | $2.1M |
| Whitener Capital Management, Inc. | 0.61% | Reduce -2.7% | 25,318 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 1.02% | Add +1.7% | 25,276 | $2.1M |
| Secure Asset Management, LLC | 0.36% | Reduce -3.7% | 25,172 | $2.1M |
| Salem Investment Counselors Inc. | 0.06% | Add +0.1% | 25,170 | $2.1M |
| Modern Wealth Management, LLC | 0.13% | Reduce -90.5% | 25,169 | $2.1M |
| Petra Financial Advisors Inc. | 1.40% | Add +9.1% | 25,065 | $2.1M |
| Revolve Wealth Partners, LLC | 0.32% | Reduce -7.3% | 24,989 | $2.1M |
| Commonwealth Retirement Investments LLC | 0.88% | Reduce -6.3% | 24,928 | $2.1M |
| waypoint wealth counsel | 1.42% | Add +0.9% | 24,844 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -83.0% | 24,808 | $2.1M |
| Liberty Capital Management, Inc. | 0.46% | Add +1.2% | 24,761 | $2.1M |
| Agate Pass Investment Management, LLC | 1.04% | Reduce -6.9% | 24,727 | $2.1M |
| Investment Advisory Group, LLC | 0.72% | Add +6.5% | 24,684 | $2.1M |
| Mitchell Sinkler & Starr | 0.52% | Add +7.2% | 24,575 | $2.1M |
| Silverlake Wealth Management LLC | 0.79% | Add +8.9% | 24,261 | $2.1M |
| Creative Financial Designs Inc. | 0.17% | Reduce -36.7% | 24,234 | $2.0M |
| Janney Capital Management LLC | 0.14% | Reduce -1.9% | 23,798 | $2.0M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.5% | 23,688 | $2.0M |
| West Oak Capital, LLC | 0.98% | Add +2.5% | 23,590 | $2.0M |
| Wedmont Private Capital | 0.11% | Add +5.0% | 23,409 | $2.0M |
| IRON Financial LLC | 1.07% | Add +4.6% | 23,164 | $2.0M |
| Indie Asset Partners, LLC | 1.47% | Add +3.3% | 23,162 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.50% | Add +0.5% | 23,130 | $2.0M |
| Clearstead Trust, LLC | 0.47% | Add +18.3% | 23,066 | $1.9M |
| Private Advisory Group LLC | 0.25% | Reduce -4.8% | 23,049 | $1.9M |
| Naples Global Advisors, LLC | 0.18% | Add +1.8% | 23,044 | $1.9M |
| CWS Financial Advisors, LLC | 0.69% | Add +4.1% | 22,897 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -0.6% | 22,811 | $1.9M |
| Planning Alternatives Ltd. | 0.29% | Reduce -2.1% | 22,807 | $1.9M |
| Aurora Private Wealth, Inc. | 1.50% | Reduce -8.1% | 22,632 | $1.9M |
| Fiducient Advisors LLC | 0.22% | Add +37.6% | 22,589 | $1.9M |
| Davidson Trust Co. | 0.97% | Add +25.4% | 22,439 | $1.9M |
| OMNI 360 Wealth, Inc. | 1.30% | Reduce -3.1% | 22,437 | $1.9M |
| Millennium Management | 0.00% | New | 22,237 | $1.9M |
| Verum Partners LLC | 0.55% | Reduce -15.6% | 22,116 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -9.2% | 21,874 | $1.8M |
| Cutter & CO Brokerage, Inc. | 0.42% | Reduce -0.1% | 21,820 | $1.8M |
| Pasadena Private Wealth, LLC | 0.39% | Reduce -3.4% | 21,753 | $1.8M |
| Clearview Wealth Advisors LLC | 1.39% | Reduce -23.2% | 21,387 | $1.8M |
| Meridian Wealth Partners, LLC | 0.28% | Reduce -2.0% | 21,292 | $1.8M |
| LifeSteps Financial, Inc. | 1.40% | Add +1.6% | 21,174 | $1.8M |
| Aspen Wealth Strategies, LLC | 1.15% | Reduce -2.9% | 21,105 | $1.8M |
| BKM Wealth Management, LLC | 0.73% | Add +165.0% | 21,097 | $1.8M |
| Carmichael Hill & Associates, Inc. | 0.66% | Add +1.9% | 21,086 | $1.8M |
| Teamwork Financial Advisors, LLC | 0.25% | Reduce -7.7% | 21,060 | $1.8M |
| Brighton Jones LLC | 0.07% | Reduce -43.1% | 20,827 | $1.8M |
| Opes Wealth Management LLC | 0.34% | Reduce -1.9% | 20,806 | $1.8M |
| Embree Financial Group | 0.31% | Reduce -2.4% | 20,776 | $1.8M |
| RHS Financial, LLC | 0.87% | Add +50.2% | 20,559 | $1.7M |
| Empower Advisory Group, LLC | 0.01% | Add +33.5% | 20,349 | $1.7M |
| Covington Investment Advisors Inc. | 0.26% | Add +200.1% | 20,273 | $1.7M |
| Freestate Advisors LLC | 1.77% | — | 20,157 | $1.7M |
| West Bancorporation Inc. | 1.14% | Reduce -3.7% | 20,153 | $1.7M |
| Fairscale Capital, LLC | 1.49% | Add +6.7% | 20,092 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.12% | Reduce -9.8% | 19,741 | $1.7M |
| Missouri Trust & Investment Co | 0.58% | Reduce -7.3% | 19,642 | $1.7M |
| Sage Investment Advisers LLC | 1.73% | Add +2.4% | 19,572 | $1.7M |
| Maple Capital Management, Inc. | 0.13% | Add +1.4% | 19,547 | $1.7M |
| Safeguard Financial, LLC | 0.39% | Add +11.8% | 19,517 | $1.6M |
| Modus Advisors, LLC | 0.54% | Reduce -0.7% | 19,509 | $1.6M |
| Savvy Advisors, Inc. | 0.33% | Add +11.6% | 19,359 | $1.6M |
| Wills Financial Group, Inc. | 0.68% | Reduce -0.4% | 19,224 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | No change | 19,210 | $1.6M |
| Tudor Investment Corporation | 0.02% | Reduce -44.1% | 18,892 | $1.6M |
| Schrum Private Wealth Management LLC | 0.82% | Add +91.5% | 18,848 | $1.6M |
| Cascades Capital Asset Management, LLC | 0.89% | — | 18,566 | $1.6M |
| Essex Financial Services, Inc. | 0.11% | Add +140.8% | 55,335 | $1.6M |
| Latitude Advisors, LLC | 0.88% | Add +0.5% | 18,458 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +3.0% | 18,443 | $1.6M |
| Diversified Trust Co. | 0.04% | Add +15.7% | 18,359 | $1.6M |
| Dechtman Wealth Management, LLC | 0.32% | Add +2.0% | 18,341 | $1.6M |
| WealthPlan Investment Management, LLC | 0.16% | Add +26.2% | 18,322 | $1.5M |
| Pacific Wealth Strategies Group, Inc. | 1.15% | Add +0.9% | 18,304 | $1.5M |
| Stewardship Advisors, LLC | 0.43% | Reduce -7.7% | 18,183 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +12.2% | 18,160 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +2.1% | 17,987 | $1.5M |
| Outfitters Financial LLC | 1.25% | Reduce -2.7% | 17,970 | $1.5M |
| Kovack Advisors, Inc. | 0.16% | Reduce -3.1% | 17,965 | $1.5M |
| Crew Capital Management, Ltd | 1.21% | Reduce -19.0% | 17,835 | $1.5M |
| Kestra Investment Management, LLC | 0.06% | New | 17,639 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +15.1% | 17,545 | $1.5M |
| Summit Wealth Partners, LLC | 0.28% | Reduce -6.7% | 17,471 | $1.5M |
| Wulff, Hansen & Co. | 1.34% | Reduce -6.8% | 17,445 | $1.5M |
| Signet Investment Advisory Group, Inc. | 0.74% | Reduce -2.6% | 17,422 | $1.5M |
| Capital Market Strategies LLC | 0.89% | Reduce -11.6% | 17,393 | $1.5M |
| North Star Investment Management Corp. | 0.10% | Add +3.1% | 17,327 | $1.5M |
| Semus Wealth Partners LLC | 1.02% | Reduce -4.2% | 17,317 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.48% | Add +35.2% | 17,250 | $1.5M |
| United Advisor Group, LLC | 0.33% | Add +32.3% | 17,169 | $1.5M |
| SYM FINANCIAL Corp | 0.19% | Reduce -15.2% | 17,159 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Add +196.9% | 17,140 | $1.4M |
| Debussy Capital Management LP | 0.42% | New | 17,065 | $1.4M |
| Evergreen Wealth Management, LLC | 0.87% | Reduce -5.1% | 17,056 | $1.4M |
| Bridge Advisory, LLC | 0.69% | Reduce -4.4% | 17,055 | $1.4M |
| Paulson Wealth Management Inc. | 0.39% | Reduce -25.1% | 17,044 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -1.7% | 16,981 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +6.5% | 16,876 | $1.4M |
| WealthShield Partners, LLC | 0.19% | Add +1.7% | 16,869 | $1.4M |
| Independent Advisor Alliance | 0.05% | Reduce -22.6% | 16,833 | $1.4M |
| Plancorp, LLC | 0.06% | Reduce -3.2% | 16,824 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.60% | Reduce -6.3% | 16,651 | $1.4M |
| Advisory Resource Group | 0.30% | Add +1.5% | 16,560 | $1.4M |
| Kanawha Capital Management LLC | 0.10% | No change | 16,486 | $1.4M |
| BNC Wealth Management, LLC | 0.51% | Reduce -6.3% | 16,482 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +8.5% | 18,971 | $1.4M |
| Core Wealth Advisors, Inc. | 0.44% | Add +6.4% | 16,313 | $1.4M |
| RDA Financial Network | 0.43% | Add +2.6% | 16,311 | $1.4M |
| Compass Ion Advisors, LLC | 0.17% | New | 16,301 | $1.4M |
| Rockport Wealth LLC | 0.37% | Reduce -14.6% | 16,272 | $1.4M |
| Guardian Wealth Management, Inc. | 0.97% | Add +39.0% | 16,258 | $1.4M |
| Sagace Wealth Management LLC | 1.06% | Add +196.1% | 47,825 | $1.4M |
| Wealthspan Partners, LLC | 0.67% | Add +222.3% | 16,024 | $1.4M |
| Royal Capital Wealth Management, LLC | 0.94% | Add +0.4% | 15,807 | $1.3M |
| Thrive Wealth Management, LLC | 0.24% | Add +1.8% | 15,767 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | Add +12.8% | 15,741 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.31% | Add +1.5% | 15,622 | $1.3M |
| Gradient Investments LLC | 0.03% | Reduce -15.6% | 15,495 | $1.3M |
| Valley Wealth Managers, Inc. | 0.10% | Add +71.0% | 15,482 | $1.3M |
| Retirement Guys Formula LLC | 0.61% | Reduce -0.4% | 15,463 | $1.3M |
| Buckingham Capital Management, Inc. | 0.15% | Reduce -0.4% | 15,446 | $1.3M |
| WealthBridge Capital Management, LLC | 0.37% | Add +3.7% | 15,435 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +5.3% | 15,402 | $1.3M |
| Founders Financial Alliance, LLC | 0.36% | Add +0.3% | 15,375 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -0.9% | 15,229 | $1.3M |
| West Michigan Advisors, LLC | 0.39% | Add +8.1% | 15,211 | $1.3M |
| MBE Wealth Management, LLC | 0.71% | Reduce -3.7% | 15,197 | $1.3M |
| Alpha Financial Partners LLC | 0.92% | New | 15,183 | $1.3M |
| Ehrlich Financial Group | 0.92% | Add +3.9% | 15,183 | $1.3M |
| Baker Tilly Wealth Management, LLC | 0.56% | Add +2.3% | 15,053 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | No change | 15,053 | $1.3M |
| Joel Isaacson & Co., LLC | 0.06% | Add +4.5% | 15,053 | $1.3M |
| Garrison Asset Management, LLC | 0.64% | Add +1.9% | 15,034 | $1.3M |
| Baldwin Investment Management, LLC | 0.16% | Reduce -13.0% | 15,031 | $1.3M |
| Guardian Asset Advisors, LLC | 0.86% | Add +8.0% | 15,028 | $1.3M |
| Elevate Wealth Advisory, Inc. | 0.94% | Add +11.0% | 14,972 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Reduce -4.4% | 14,909 | $1.3M |
| TruNorth Capital Management, LLC | 0.37% | Add +0.0% | 14,758 | $1.2M |
| Marcum Wealth, LLC | 0.12% | Add +21.3% | 14,684 | $1.2M |
| Evanson Asset Management, LLC | 0.09% | Add +1.8% | 14,666 | $1.2M |
| CWA Asset Management Group, LLC | 0.07% | — | 14,648 | $1.2M |
| Hilltop National Bank | 0.38% | Add +11.0% | 14,626 | $1.2M |
| First Wilshire Securities Management Inc. | 0.35% | No change | 14,625 | $1.2M |
| JBR Co Financial Management Inc | 0.81% | Reduce -5.2% | 14,615 | $1.2M |
| Elevation Capital Advisory, LLC | 0.54% | New | 14,564 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.66% | Add +3.9% | 14,520 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Add +273.5% | 43,288 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -5.1% | 14,388 | $1.2M |
| World Equity Group, Inc. | 0.44% | Reduce -23.7% | 14,309 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Add +18.6% | 17,326 | $1.2M |
| Prospect Financial Services LLC | 0.74% | Add +21.1% | 14,074 | $1.2M |
| Gries Financial LLC | 0.22% | Add +2.2% | 14,073 | $1.2M |
| Marino, Stram & Associates LLC | 0.27% | Add +0.3% | 14,072 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | New | 14,040 | $1.2M |
| Simplex Trading, LLC | 0.04% | Add +85.2% | 14,017 | $1.2M |
| Yoder Wealth Management, Inc. | 0.71% | Reduce -1.0% | 13,967 | $1.2M |
| Ally Invest Advisors Inc. | 0.10% | Reduce -15.9% | 13,928 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 13,900 | $1.2M |
| Altus Wealth Group LLC | 0.50% | Add +4.3% | 13,756 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.73% | No change | 13,721 | $1.2M |
| StoneX Group Inc. | 0.08% | Add +4.8% | 13,606 | $1.2M |
| Capital Advisors Inc. | 0.02% | Add +8.3% | 13,604 | $1.1M |
| Fisher Asset Management | 0.00% | Reduce -26.2% | 13,535 | $1.1M |
| VitalStone Financial, LLC | 0.78% | Reduce -6.5% | 13,519 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.23% | Add +1.0% | 13,456 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.39% | Add +196.9% | 39,684 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +127.7% | 13,397 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +73.5% | 14,428 | $1.1M |
| Private Capital Management LLC | 0.20% | Reduce -3.7% | 13,189 | $1.1M |
| Vicus Capital | 0.10% | Add +7.8% | 13,144 | $1.1M |
| Clarius Group, LLC | 0.08% | Add +57.5% | 14,431 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -1.8% | 13,099 | $1.1M |
| MAS Advisors LLC | 2.35% | Add +0.0% | 13,036 | $1.1M |
| Traphagen Investment Advisors LLC | 0.11% | Reduce -13.7% | 12,974 | $1.1M |
| Capital Fund Management S.A. | 0.01% | New | 12,906 | $1.1M |
| Orcam Financial Group | 1.05% | Reduce -21.3% | 12,869 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.49% | Add +0.1% | 12,852 | $1.1M |
| Great Diamond Partners, LLC | 0.28% | Reduce -1.4% | 12,847 | $1.1M |
| Rather & Kittrell, Inc. | 0.26% | No change | 12,787 | $1.1M |
| San Luis Wealth Advisors LLC | 0.22% | Add +2.0% | 12,781 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Add +11.0% | 12,761 | $1.1M |
| Atlas Capital Advisors Inc. | 0.16% | Reduce -1.1% | 12,576 | $1.1M |
| Valley Financial Group, Inc. | 0.74% | Reduce -3.8% | 12,540 | $1.1M |
| Morling Financial Advisors, LLC | 0.40% | Add +8.1% | 12,534 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.20% | Reduce -1.6% | 12,529 | $1.1M |
| Cottage Street Advisors LLC | 0.58% | Add +8.4% | 12,502 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +41.8% | 12,494 | $1.1M |
| Insight Wealth Partners, LLC | 0.64% | Add +15.0% | 12,469 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +57.5% | 12,143 | $1.0M |
| Aaron Wealth Advisors LLC | 0.12% | Add +0.1% | 12,121 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Add +18.9% | 12,086 | $1.0M |
| Meridian Management Co. | 0.26% | Add +4.2% | 12,042 | $1.0M |
| FAS Wealth Partners, Inc. | 0.08% | Add +0.4% | 12,029 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +0.5% | 11,959 | $1.0M |
| Madison Wealth Partners, Inc | 0.29% | Add +0.9% | 11,738 | $992K |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -7.5% | 11,732 | $992K |
| Code Waechter LLC | 0.94% | — | 11,725 | $991K |
| Coldstream Capital Management Inc. | 0.02% | Add +5.8% | 11,695 | $986K |
| Pinnacle Bancorp, Inc. | 0.26% | Reduce -3.9% | 11,631 | $983K |
| Buska Wealth Management, LLC | 0.34% | Add +117.6% | 11,611 | $981K |
| Colorado Capital Management, Inc. | 0.48% | Add +1.1% | 11,596 | $980K |
| Boyce & Associates Wealth Consulting, Inc. | 1.02% | Add +3.3% | 11,593 | $980K |
| Webster Bank, N. A. | 0.10% | No change | 11,590 | $980K |
| Bailard, Inc. | 0.03% | Add +4.3% | 11,566 | $978K |
| Narwhal Capital Management | 0.09% | Reduce -28.0% | 11,565 | $978K |
| C M Bidwell & Associates Ltd. | 0.59% | Reduce -0.0% | 11,505 | $973K |
| Balboa Wealth Partners | 0.24% | Add +4.0% | 11,384 | $962K |
| SWS Partners | 0.31% | No change | 11,353 | $960K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +217.1% | 33,956 | $955K |
| CCG Wealth Management, LLC | 0.53% | No change | 11,291 | $954K |
| Ascent Group, LLC | 0.07% | Reduce -7.0% | 11,245 | $951K |
| GTS Securities LLC | 0.02% | New | 11,200 | $947K |
| Ethos Financial Group, LLC | 0.16% | Add +4.0% | 11,184 | $945K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.7% | 11,130 | $941K |
| Advance Capital Management, Inc. | 0.04% | Add +9.6% | 11,074 | $936K |
| Hayek Kallen Investment Management | 0.33% | Reduce -0.2% | 11,032 | $933K |
| Modera Wealth Management, LLC | 0.01% | Add +5.9% | 10,983 | $928K |
| Costello Asset Management, INC | 0.62% | Add +40.9% | 10,899 | $921K |
| First National Bank & Trust Co. of Newtown | 0.18% | New | 10,860 | $918K |
| RE Dickinson Investment Advisors, LLC | 0.52% | Reduce -16.3% | 10,814 | $914K |
| Oarsman Capital, Inc. | 0.17% | Add +2.0% | 10,779 | $911K |
| Stonebrook Private Inc. | 0.24% | Add +2.0% | 10,724 | $906K |
| Darrow Company, Inc. | 0.52% | Add +0.1% | 10,687 | $902K |
| Moloney Securities Asset Management, LLC | 0.12% | Reduce -6.9% | 10,580 | $894K |
| Gray Wealth Management Inc. | 0.35% | Reduce -1.0% | 10,579 | $894K |
| National Bank of Canada | 0.00% | Reduce -25.7% | 31,387 | $884K |
| Next Capital Management LLC | 0.36% | Add +95.1% | 10,451 | $883K |
| ETF Store, Inc. | 0.91% | Add +1.8% | 10,444 | $883K |
| Adams Wealth Management | 0.19% | Reduce -4.5% | 10,437 | $882K |
| CacheTech Inc. | 0.19% | Reduce -4.5% | 10,437 | $882K |
| D'Orazio & Associates, Inc. | 0.13% | Reduce -6.4% | 10,424 | $881K |
| Barnett & Company, Inc. | 0.58% | Reduce -3.6% | 10,367 | $876K |
| LS Investment Advisors, LLC | 0.13% | New | 10,360 | $876K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.1% | 10,355 | $875K |
| Avalon Capital Management | 0.27% | No change | 10,350 | $875K |
| IFG Advisory, LLC | 0.06% | Reduce -2.1% | 10,334 | $874K |
| Old Mission Investment Co LLC | 0.27% | Reduce -1.3% | 10,308 | $871K |
| 9258 Wealth Management, LLC | 0.13% | Add +12.9% | 10,298 | $870K |
| DDD Partners, LLC | 0.09% | Add +104.4% | 10,288 | $870K |
| Wealth Alliance, LLC | 0.10% | Add +1.3% | 10,262 | $867K |
| Patten & Patten Inc. | 0.06% | Add +10.4% | 10,255 | $867K |
| NWF Advisory Services Inc. | 0.13% | Reduce -2.5% | 10,229 | $865K |
| Demars Financial Group, LLC | 0.39% | No change | 10,181 | $861K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +59.1% | 10,177 | $860K |
| Beacon Capital Management, LLC | 0.12% | Reduce -6.5% | 10,167 | $859K |
| Sunesis Advisors, LLC | 0.52% | Add +0.0% | 10,136 | $857K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -5.9% | 10,119 | $855K |
| Sage Financial Group Inc. | 0.07% | Reduce -5.8% | 10,092 | $853K |
| First Trust Direct Indexing L.P. | 0.05% | Add +20.9% | 10,073 | $851K |
| SignalPoint Asset Management, LLC | 0.20% | Add +0.3% | 10,079 | $849K |
| WFA of San Diego, LLC | 0.72% | Reduce -0.7% | 10,037 | $848K |
| Strategic Advocates LLC | 0.30% | Reduce -42.8% | 10,014 | $846K |
| Bellevue Asset Management, LLC | 0.43% | Add +1.3% | 9,996 | $845K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -3.8% | 9,967 | $843K |
| CGN Advisors LLC | 0.08% | Add +11.3% | 9,893 | $836K |
| Greenhouse Wealth Management, LLC | 0.56% | Add +0.8% | 9,848 | $832K |
| Landaas & Co. /Wi | 0.23% | No change | 9,840 | $832K |
| Clear Point Advisors Inc. | 0.64% | Add +1.1% | 9,822 | $830K |
| Firestone Capital Management | 0.21% | Add +1.9% | 9,800 | $828K |
| Van Cleef Asset Management,Inc | 0.09% | Add +1.1% | 9,767 | $826K |
| Kingfisher Capital LLC | 0.19% | Add +0.9% | 9,708 | $821K |
| Rench Wealth Management, Inc. | 0.28% | Reduce -3.6% | 9,699 | $820K |
| Basepoint Wealth LLC | 0.60% | Reduce -0.5% | 9,680 | $818K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,676 | $818K |
| Moser Wealth Advisors, LLC | 0.42% | Add +12.6% | 9,673 | $818K |
| Allie Family Office LLC | 0.44% | Reduce -3.3% | 9,641 | $815K |
| Fusion Capital, LLC | 0.35% | Reduce -0.2% | 9,633 | $814K |
| Brasada Capital Management, LP | 0.14% | Reduce -3.3% | 9,525 | $805K |
| McAlister, Sweet & Associates, Inc. | 0.66% | Reduce -0.4% | 9,521 | $805K |
| Lyell Wealth Management, LP | 0.07% | Reduce -4.3% | 9,510 | $804K |
| Strategies Wealth Advisors, LLC | 0.11% | Reduce -0.7% | 9,390 | $794K |
| My Personal CFO, LLC | 0.43% | Add +1.2% | 9,316 | $788K |
| Chris Bulman Inc | 0.54% | New | 9,316 | $787K |
| Soundwatch Capital LLC | 0.12% | New | 9,303 | $786K |
| Invst, LLC | 0.10% | Reduce -3.6% | 9,300 | $786K |
| Capital Planning LLC | 0.22% | Add +32.7% | 9,290 | $785K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +185.9% | 9,275 | $784K |
| Ellevest, Inc. | 0.04% | Add +0.1% | 9,208 | $778K |
| Ancora Advisors LLC | 0.02% | Add +3.9% | 9,190 | $777K |
| Miramar Capital, LLC | 0.18% | Reduce -1.4% | 9,187 | $777K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +4.4% | 9,104 | $770K |
| Bank of New Hampshire | 0.19% | Reduce -33.7% | 9,060 | $766K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.1% | 9,016 | $762K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -6.7% | 9,000 | $761K |
| LifePlan Financial, LLC | 0.65% | Add +0.9% | 8,995 | $760K |
| Parkside Financial Bank & Trust | 0.11% | Add +139.8% | 8,977 | $759K |
| Prossimo Advisors, LLC | 0.55% | No change | 8,939 | $756K |
| Worth Asset Management, LLC | 0.41% | Add +216.2% | 8,940 | $756K |
| Summit Wealth & Retirement Planning, Inc. | 0.24% | Add +1.8% | 8,875 | $750K |
| W Advisors, LLC | 0.46% | Add +20.2% | 8,854 | $748K |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Add +8.7% | 8,820 | $746K |
| FineMark National Bank & Trust | 0.03% | Add +75.8% | 8,809 | $745K |
| Sawgrass Asset Management LLC | 0.08% | No change | 8,759 | $740K |
| Rainey & Randall Wealth Advisors Inc. | 0.16% | Add +1.1% | 8,750 | $740K |
| Headlands Technologies LLC | 0.08% | Reduce -28.4% | 8,726 | $738K |
| Smart Portfolios, LLC | 0.75% | Add +2.9% | 8,666 | $733K |
| Builder Investment Group Inc. | 0.20% | Add +0.2% | 8,665 | $732K |
| GW Henssler & Associates Ltd. | 0.04% | Add +135.3% | 8,649 | $731K |
| Vanguard Capital Wealth Advisors | 0.77% | Add +84.2% | 8,582 | $725K |
| Napatree Capital LLC | 0.50% | Reduce -24.0% | 8,561 | $724K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -3.6% | 8,542 | $722K |
| Capital Management Associates, Inc | 0.29% | Reduce -2.8% | 8,528 | $721K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -12.9% | 8,492 | $718K |
| Lederer & Associates Investment Counsel | 0.50% | No change | 8,484 | $717K |
| Precedent Wealth Partners, LLC | 0.24% | Add +28.5% | 8,482 | $717K |
| Loudon Investment Management, LLC | 0.39% | Add +10.6% | 8,462 | $715K |
| Appleton Partners Inc. | 0.05% | Reduce -0.7% | 8,458 | $715K |
| Rothschild Investment LLC | 0.05% | Add +2.4% | 8,429 | $712K |
| Chapin Davis, Inc. | 0.23% | Reduce -2.1% | 8,397 | $710K |
| Promethium Advisors,llc | 0.50% | — | 8,380 | $708K |
| Transatlantique Private Wealth LLC | 0.27% | Reduce -11.3% | 8,370 | $708K |
| Key Financial Inc | 0.16% | No change | 8,346 | $705K |
| One Day In July LLC | 0.08% | No change | 8,315 | $703K |
| First Financial Corp. | 0.34% | Reduce -2.1% | 8,312 | $703K |
| Ransom Advisory, Ltd | 0.33% | Add +13.8% | 8,269 | $699K |
| St Germain D J Co. Inc. | 0.03% | Reduce -8.9% | 8,234 | $696K |
| KMG Fiduciary Partners, LLC | 0.06% | New | 8,230 | $696K |
| Sentinel Pension Advisors, LLC | 0.13% | Reduce -20.7% | 8,201 | $693K |
| North Star Asset Management Inc. | 0.03% | Add +8.5% | 8,201 | $693K |
| Sharkey, Howes & Javer | 0.10% | Add +9.8% | 8,197 | $693K |
| Breakwater Capital Group | 0.14% | Add +5.0% | 8,158 | $690K |
| Investment Partners Asset Management, Inc. | 0.56% | Add +0.0% | 8,158 | $690K |
| Stephens Consulting, LLC | 0.18% | Reduce -9.0% | 8,128 | $687K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Add +1.2% | 8,069 | $682K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.7% | 8,054 | $681K |
| Perissos Private Wealth Management, LLC | 0.55% | Add +4.0% | 8,039 | $680K |
| OneAscent Wealth Management LLC | 0.26% | New | 7,973 | $674K |
| Dominguez Wealth Management Solutions, Inc. | 0.48% | Add +0.7% | 7,913 | $669K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +2.0% | 7,837 | $662K |
| Horizon Investment Services, LLC | 0.28% | Add +0.0% | 7,828 | $662K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.2% | 7,780 | $658K |
| FSB Premier Wealth Management, Inc. | 0.27% | Reduce -1.8% | 7,767 | $657K |
| Retirement Planning Group, LLC | 0.04% | Reduce -20.6% | 7,741 | $654K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.1% | 22,803 | $654K |
| Quantinno Capital Management LP | 0.01% | Add +86.9% | 7,738 | $654K |
| Front Row Advisors LLC | 0.23% | Add +0.6% | 7,728 | $653K |
| FSA Advisors, Inc. | 0.65% | Reduce -2.4% | 7,772 | $653K |
| Financial Partners Group, LLC | 0.24% | Reduce -10.8% | 7,718 | $652K |
| Fulcrum Capital LLC | 0.14% | Reduce -3.3% | 7,665 | $648K |
| Evergreen Capital Management LLC | 0.02% | Add +24.9% | 7,653 | $647K |
| Austin Private Wealth, LLC | 0.06% | Add +21.6% | 7,635 | $645K |
| Keeler Thomas Management LLC | 0.20% | Reduce -5.9% | 7,619 | $644K |
| Federated Hermes, Inc. | 0.00% | New | 7,615 | $644K |
| Full Sail Capital, LLC | 0.04% | Reduce -2.5% | 7,607 | $643K |
| FSM Wealth Advisors, LLC | 0.17% | No change | 7,605 | $643K |
| Salomon & Ludwin, LLC | 0.07% | No change | 7,604 | $643K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -0.6% | 7,597 | $642K |
| Natixis Advisors, LLC | 0.00% | Add +31.6% | 22,638 | $638K |
| SP Asset Management LLC | 0.05% | Add +2.0% | 7,537 | $637K |
| Gemmer Asset Management LLC | 0.06% | Add +1.9% | 7,495 | $634K |
| 49 Wealth Management, LLC | 0.10% | Reduce -0.7% | 7,494 | $633K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.4% | 7,474 | $632K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +9.1% | 7,421 | $627K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -0.1% | 7,364 | $622K |
| Squire Investment Management Company, LLC | 0.30% | Add +19.6% | 7,348 | $621K |
| Cascade Financial Partners, LLC | 0.08% | Add +114.5% | 21,897 | $620K |
| Weik Capital Management | 0.25% | Reduce -19.2% | 7,320 | $619K |
| Cedrus LLC | 0.23% | New | 7,298 | $617K |
| Bordeaux Wealth Advisors LLC | 0.11% | Add +2.0% | 7,281 | $615K |
| Magnus Financial Group LLC | 0.06% | Add +25.0% | 7,273 | $615K |
| AlphaQ Advisors LLC | 1.72% | Add +1.0% | 7,266 | $614K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -31.1% | 7,225 | $610K |
| Plan Group Financial, LLC | 0.32% | Add +24.4% | 7,214 | $610K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -1.3% | 7,182 | $607K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -23.5% | 7,142 | $604K |
| Ridgecrest Wealth Partners, LLC | 0.31% | Add +4.5% | 7,118 | $602K |
| Zacks Investment Management | 0.01% | Add +17.8% | 7,082 | $599K |
| LCNB Corp. | 0.21% | Add +7.6% | 7,070 | $598K |
| Councilor Wealth, LLC | 0.29% | Add +133.2% | 7,062 | $597K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +38.0% | 7,018 | $593K |
| Investmark Advisory Group LLC | 0.29% | Reduce -1.2% | 7,011 | $593K |
| KFG Wealth Management, LLC | 0.13% | Add +9.7% | 6,989 | $591K |
| Tidemark, LLC | 0.24% | Add +7.9% | 6,985 | $590K |
| Traynor Capital Management, Inc. | 0.05% | Add +13.3% | 6,972 | $589K |
| Holderness Investments Co. | 0.13% | Add +1.2% | 6,943 | $587K |
| Valicenti Advisory Services Inc. | 0.15% | Reduce -12.0% | 6,915 | $585K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -3.5% | 6,843 | $578K |
| Tiller Private Wealth, Inc. | 0.24% | No change | 6,841 | $578K |
| Strategic Advisors LLC | 0.11% | Reduce -22.2% | 6,838 | $578K |
| Sage Capital Advisors,llc | 0.15% | Add +0.8% | 6,795 | $574K |
| Foresight Capital Management Advisors, Inc. | 0.34% | New | 6,795 | $574K |
| SpiderRock Advisors, LLC | 0.01% | No change | 6,779 | $573K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -8.6% | 6,768 | $572K |
| O'ROURKE & COMPANY, Inc | 0.28% | Add +5.7% | 6,738 | $570K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.8% | 6,733 | $569K |
| Trilogy Capital Inc. | 0.03% | Add +0.0% | 6,725 | $568K |
| WMS Partners, LLC | 0.03% | Add +65.2% | 6,712 | $567K |
| Financial Perspectives, Inc | 0.20% | Add +34.1% | 6,709 | $567K |
| Kelleher Financial Advisors | 0.22% | No change | 6,680 | $565K |
| FC Advisory LLC | 0.19% | Add +1.6% | 6,679 | $565K |
| Ellis Investment Partners, LLC | 0.11% | Add +5.2% | 6,638 | $561K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.5% | 6,600 | $558K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.40% | — | 6,597 | $558K |
| Prosperity Wealth Management, Inc. | 0.22% | Add +1.6% | 6,587 | $557K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -3.8% | 6,569 | $555K |
| Mirador Capital Partners LP | 0.10% | Reduce -2.8% | 6,544 | $553K |
| Herold Advisors, Inc. | 0.12% | Add +14.0% | 6,541 | $553K |
| Tranquility Partners, LLC | 0.20% | Add +0.1% | 6,538 | $553K |
| Round Rock Advisors LLC | 0.13% | Add +0.5% | 6,537 | $553K |
| Mezzasalma Advisors, LLC | 0.22% | Add +1.1% | 6,496 | $549K |
| Planned Solutions, Inc. | 0.22% | Add +30.8% | 6,493 | $549K |
| Clarkston Capital Partners, LLC | 0.01% | Add +0.4% | 6,443 | $545K |
| D L Carlson Investment Group Inc. | 0.10% | Add +65.3% | 6,435 | $544K |
| Signaturefd, LLC | 0.01% | Reduce -0.5% | 6,391 | $540K |
| Whittier Trust Co. | 0.01% | Add +0.9% | 6,391 | $540K |
| OMC Financial Services LTD | 0.25% | Reduce -0.4% | 6,828 | $531K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -17.8% | 6,281 | $531K |
| American Capital Advisory, LLC | 0.31% | No change | 6,265 | $530K |
| PDS Planning, Inc | 0.05% | Reduce -0.6% | 6,265 | $530K |
| Godsey & Gibb, Inc. | 0.05% | Reduce -3.8% | 6,235 | $527K |
| Seneca House Advisors | 0.22% | Add +1.3% | 6,218 | $526K |
| Pinion Investment Advisors, LLC | 0.22% | No change | 6,210 | $525K |
| FinTrust Capital Advisors, LLC | 0.09% | Add +0.6% | 6,208 | $525K |
| Summit Trail Advisors, LLC | 0.01% | Add +103.2% | 6,183 | $523K |
| Russell Investments Group, Ltd. | 0.00% | Add +91.7% | 6,172 | $522K |
| Commons Capital, LLC | 0.58% | Add +0.2% | 6,169 | $521K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +10.3% | 6,151 | $520K |
| Iams Wealth Management, LLC | 0.25% | New | 6,101 | $516K |
| Darden Wealth Group Inc | 0.37% | Add +5.2% | 6,089 | $515K |
| Sightline Wealth Advisors, LLC | 0.28% | Add +60.9% | 6,058 | $512K |
| Howland Capital Management LLC | 0.02% | Reduce -21.1% | 6,007 | $508K |
| Regions Financial Corp. | 0.00% | Add +6.0% | 5,984 | $506K |
| Haverford Trust Co | 0.00% | No change | 5,961 | $504K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 5,960 | $504K |
| McIlrath & Eck, LLC | 0.06% | Add +39.9% | 5,942 | $502K |
| Capital Advisors Wealth Management, LLC | 0.09% | Add +24.8% | 5,878 | $497K |
| Uptick Partners, LLC | 0.21% | Reduce -40.6% | 5,866 | $496K |
| Pure Financial Advisors, LLC | 0.01% | Add +107.4% | 5,816 | $492K |
| Carret Asset Management, LLC | 0.05% | Add +6.0% | 5,791 | $490K |
| Verity & Verity, LLC | 0.05% | Add +0.3% | 5,785 | $489K |
| Cross Staff Investments Inc | 0.38% | No change | 5,776 | $488K |
| GGM Financial LLC | 0.42% | Add +0.9% | 5,776 | $488K |
| Private Client Services, LLC | 0.26% | Add +4.8% | 5,763 | $487K |
| International Private Wealth Advisors LLC | 0.71% | Reduce -3.8% | 5,751 | $486K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -33.0% | 5,751 | $486K |
| Centerpoint Advisors, LLC | 0.17% | No change | 5,754 | $486K |
| Procyon Advisors, LLC | 0.03% | Add +8.3% | 5,745 | $486K |
| Mach-1 Financial Group, LLC | 0.30% | Add +3.9% | 5,722 | $484K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 5,721 | $484K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -16.8% | 5,720 | $483K |
| Rosenberg Matthew Hamilton | 0.13% | Add +21.3% | 5,710 | $483K |
| Florida Trust Wealth Management Co | 0.02% | No change | 5,683 | $480K |
| Forum Financial Management, LP | 0.01% | Add +9.7% | 5,640 | $477K |
| AA Financial Advisors, LLC | 0.14% | Add +26.1% | 5,614 | $475K |
| Glenmede Trust Co. NA | 0.00% | Add +79.0% | 5,587 | $472K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.1% | 5,552 | $469K |
| ZynergyRetirementPlanningLLC | 0.33% | No change | 5,548 | $469K |
| Cornerstone Enterprises, LLC | 0.29% | Reduce -1.5% | 5,535 | $468K |
| New Century Financial Group, LLC | 0.17% | New | 5,515 | $466K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -39.5% | 5,512 | $466K |
| Obsidian Cio, LLC | 0.10% | Reduce -5.0% | 5,492 | $464K |
| Grant/GrossMendelsohn, LLC | 0.20% | Add +2.7% | 5,475 | $463K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +57.2% | 5,471 | $462K |
| Pflug Koory, LLC | 0.03% | — | 5,451 | $461K |
| Atlas Financial Advisors, Inc. | 0.73% | Add +24.7% | 5,451 | $461K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,388 | $455K |
| Concentric Wealth Management, LLC | 0.11% | Add +74.1% | 5,333 | $451K |
| Andrews, Lucia Wealth Management LLC | 0.32% | No change | 5,782 | $450K |
| Northeast Financial Consultants Inc | 0.02% | New | 5,317 | $449K |
| Sanchez Wealth Management Group | 0.14% | No change | 5,276 | $446K |
| Colonial Trust Co / SC | 0.07% | New | 5,250 | $442K |
| SK Wealth Management, LLC | 0.23% | — | 16,072 | $441K |
| Tsfg, LLC | 0.10% | Add +1.2% | 5,218 | $441K |
| 1ST Source Bank | 0.02% | No change | 5,210 | $440K |
| Cannon Financial Strategists, Inc. | 0.08% | No change | 5,208 | $440K |
| Washington Trust Advisors, Inc. | 0.04% | Add +97.6% | 5,195 | $439K |
| Essex Bank | 0.11% | No change | 5,177 | $438K |
| NorthRock Partners, LLC | 0.01% | Reduce -8.4% | 7,277 | $438K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -10.8% | 5,150 | $435K |
| Aspen Investment Management Inc | 0.20% | Reduce -4.5% | 5,100 | $431K |
| Duncker Streett & Co. Inc. | 0.08% | Add +0.1% | 5,096 | $431K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 5,086 | $430K |
| Fiduciary Family Office, LLC | 0.14% | Add +1.4% | 5,070 | $429K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 5,051 | $427K |
| Successful Portfolios LLC | 0.29% | Reduce -1.4% | 5,048 | $427K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -0.2% | 5,048 | $427K |
| Howe & Rusling Inc. | 0.04% | Reduce -9.1% | 5,048 | $427K |
| Tenon Financial LLC | 0.28% | Add +0.1% | 5,039 | $426K |
| Heirloom Wealth Management | 0.13% | Add +0.5% | 5,032 | $425K |
| AlphaStar Capital Management, LLC | 0.03% | Add +28.2% | 5,025 | $425K |
| Thompson Davis & Co., Inc. | 0.31% | Add +38.5% | 5,023 | $425K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -7.1% | 5,012 | $424K |
| GoalVest Advisory LLC | 0.12% | No change | 5,008 | $423K |
| Jupiter Wealth Management LLC | 0.22% | Add +150.0% | 5,000 | $423K |
| CM Wealth Advisors LLC | 0.14% | No change | 4,961 | $419K |
| Seelaus Asset Management LLC | 0.39% | Add +10.6% | 4,937 | $417K |
| Castle Wealth Management LLC | 0.17% | No change | 4,888 | $413K |
| Newport Capital Group, LLC | 0.30% | New | 4,879 | $412K |
| Patrick M Sweeney & Associates, Inc. | 0.30% | Add +29.4% | 4,875 | $412K |
| Destination Wealth Management | 0.01% | New | 4,851 | $410K |
| Prevail Innovative Wealth Advisors, LLC | 0.12% | New | 4,848 | $410K |
| Ballast, Inc. | 0.12% | Add +2.4% | 4,812 | $407K |
| Financial Partners Group, Inc | 0.06% | New | 4,809 | $406K |
| Rice Partnership, LLC | 0.08% | Reduce -11.3% | 4,795 | $405K |
| Wealth Effects LLC | 0.14% | Add +7.2% | 4,791 | $405K |
| Valued Retirements, Inc. | 0.56% | Reduce -86.6% | 4,773 | $403K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -0.5% | 4,769 | $403K |
| Argus Investors' Counsel, Inc. | 0.26% | Add +8.0% | 4,768 | $403K |
| Leading Edge Financial Planning LLC | 0.13% | Reduce -2.1% | 4,753 | $402K |
| Resurgent Financial Advisors LLC | 0.24% | New | 4,747 | $401K |
| Silver Lake Advisory, LLC | 0.09% | Reduce -5.1% | 4,739 | $401K |
| Omega Financial Group, LLC | 0.15% | Add +2.0% | 4,728 | $400K |
| Executive Wealth Management, LLC | 0.03% | New | 4,695 | $397K |
| SIMA Wealth Partners, LLC | 0.34% | Reduce -2.7% | 4,695 | $397K |
| Oldfather Financial Services, LLC | 0.15% | Add +3.1% | 4,677 | $395K |
| TFB Advisors LLC | 0.12% | Add +2.3% | 4,676 | $395K |
| BlackRock, Inc. | 0.00% | — | 4,672 | $395K |
| Keating Investment Counselors Inc. | 0.12% | Reduce -29.0% | 4,655 | $393K |
| Brick & Kyle, Associates | 0.17% | Add +7675.4% | 353,858 | $393K |
| Del-Sette Capital Management, LLC | 0.31% | Add +1.7% | 4,643 | $392K |
| Element Wealth, LLC | 0.21% | Reduce -1.0% | 4,641 | $392K |
| Pine Harbor Wealth Management, LLC | 0.19% | New | 4,601 | $389K |
| RKL Wealth Management LLC | 0.04% | Add +0.7% | 4,599 | $389K |
| Legacy Advisory Services, LLC | 0.33% | Add +4.2% | 4,568 | $386K |
| Daymark Wealth Partners, LLC | 0.02% | New | 4,563 | $386K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,543 | $384K |
| Sunflower Bank, N.A. | 0.11% | Add +4.3% | 4,542 | $384K |
| Straight Path Wealth Management | 0.17% | Add +15.6% | 4,531 | $383K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +6.0% | 4,530 | $383K |
| Keystone Wealth Services, LLC | 0.10% | Add +11.9% | 4,481 | $379K |
| Bernardo Wealth Planning LLC | 0.09% | Add +229.8% | 13,048 | $376K |
| Security National Bank of So Dak | 0.21% | No change | 4,429 | $374K |
| Old North State Wealth Management, LLC | 0.21% | Add +2.4% | 4,424 | $374K |
| Compass Advisory Group LLC | 0.15% | Add +0.6% | 4,417 | $373K |
| TD Capital Management LLC | 0.04% | Reduce -1.3% | 4,416 | $373K |
| Argent Financial Group, Inc. | 0.04% | — | 4,414 | $373K |
| Carson Advisory Inc. | 0.23% | Reduce -7.2% | 4,399 | $372K |
| O'Dell Group, LLC | 0.08% | Add +1.8% | 4,384 | $371K |
| Wintrust Investments LLC | 0.27% | Reduce -90.0% | 4,370 | $369K |
| Finer Wealth Management, Inc. | 0.23% | Reduce -4.4% | 4,364 | $369K |
| NovaPoint Capital, LLC | 0.11% | Add +14.1% | 4,342 | $367K |
| Heritage Wealth Partners, LLC | 0.43% | Add +2.0% | 4,318 | $365K |
| Shakespeare Wealth Management, LLC | 0.10% | No change | 4,309 | $364K |
| Financial & Tax Architects, LLC | 0.09% | New | 4,301 | $364K |
| AlphaMark Advisors, LLC | 0.13% | Reduce -4.7% | 4,287 | $362K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +7.5% | 4,241 | $359K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -2.1% | 4,235 | $358K |
| Obermeyer Wealth Partners | 0.02% | No change | 4,223 | $357K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +21.4% | 4,210 | $356K |
| Highland Capital Management, LLC | 0.02% | New | 4,206 | $356K |
| Pure Portfolios Holdings LLC | 0.13% | — | 4,195 | $355K |
| Stone Summit Wealth LLC | 0.11% | No change | 4,187 | $354K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.1% | 4,185 | $354K |
| JB Capital LLC | 0.02% | Add +8.4% | 4,177 | $353K |
| RMR Wealth Builders | 0.04% | Add +5.9% | 4,174 | $353K |
| St. Louis Trust Co | 0.05% | No change | 4,155 | $351K |
| Signet Financial Management, LLC | 0.04% | Reduce -11.4% | 4,144 | $350K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +3.6% | 4,139 | $350K |
| MBL Wealth, LLC | 0.04% | Reduce -8.6% | 4,101 | $347K |
| Ullmann Wealth Partners Group, LLC | 0.04% | New | 4,098 | $346K |
| HM Payson & Co. | 0.01% | Reduce -13.7% | 4,067 | $344K |
| Montag & Caldwell, LLC | 0.07% | Reduce -1.2% | 4,064 | $344K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -27.1% | 4,060 | $343K |
| Annex Advisory Services, LLC | 0.01% | Reduce -37.4% | 4,049 | $342K |
| Bogart Wealth, LLC | 0.02% | Add +1.6% | 4,025 | $340K |
| Lido Advisors, LLC | 0.00% | Reduce -64.2% | 4,014 | $339K |
| Proficio Capital Partners LLC | 0.03% | No change | 4,000 | $338K |
| River Wealth Advisors LLC | 0.04% | Reduce -0.8% | 3,970 | $336K |
| Westmount Partners, LLC | 0.10% | Add +0.0% | 3,969 | $336K |
| Pegasus Asset Management, Inc. | 0.10% | No change | 3,956 | $334K |
| Greenleaf Trust | 0.00% | Add +18.1% | 3,956 | $334K |
| First Foundation Advisors | 0.01% | Add +14.9% | 3,930 | $332K |
| Wynn Capital, LLC | 0.22% | Reduce -1.9% | 3,925 | $332K |
| Carrera Capital Advisors | 0.08% | Reduce -13.4% | 3,923 | $332K |
| Strategy Asset Managers LLC | 0.06% | New | 3,921 | $331K |
| TAP Consulting, LLC | 0.07% | Add +50.5% | 3,917 | $331K |
| TFG Advisers LLC | 0.12% | Add +4.7% | 3,908 | $330K |
| Owen LaRue, LLC | 0.18% | Reduce -26.0% | 3,907 | $330K |
| National Wealth Management Group, LLC | 0.22% | Add +4.0% | 3,903 | $330K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,865 | $327K |
| Sonoma Private Wealth LLC | 0.51% | Add +14.9% | 3,860 | $326K |
| Trademark Financial Management, LLC | 0.26% | Reduce -9.4% | 3,852 | $326K |
| CPR Investments Inc. | 0.30% | New | 3,793 | $321K |
| Concorde Asset Management, LLC | 0.18% | New | 3,780 | $320K |
| Fonville Wealth Management LLC | 0.11% | Reduce -4.7% | 3,779 | $319K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +0.7% | 3,766 | $318K |
| Leisure Capital Management | 0.14% | Add +1.5% | 3,756 | $317K |
| Stokes Family Office, LLC | 0.03% | Add +0.3% | 3,751 | $317K |
| Glenview Trust Co | 0.01% | New | 3,712 | $314K |
| Foster & Motley Inc. | 0.02% | Reduce -19.0% | 3,685 | $311K |
| LifePro Asset Management | 0.19% | New | 3,668 | $310K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +14.8% | 3,677 | $310K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -3.4% | 3,605 | $305K |
| Northcape Wealth Management, LLC | 0.10% | No change | 3,600 | $304K |
| HFG Advisors, Inc. | 0.27% | No change | 3,590 | $303K |
| Flagstar Securities, Inc. | 0.08% | Reduce -0.3% | 3,587 | $303K |
| Team Hewins, LLC | 0.12% | No change | 3,585 | $303K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,578 | $302K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.5% | 3,572 | $302K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 3,559 | $301K |
| Cardiff Park Advisors, LLC | 0.03% | Add +194.0% | 3,516 | $297K |
| Morris Financial Concepts, Inc. | 0.13% | No change | 3,515 | $297K |
| Frisch Financial Group, Inc. | 0.09% | New | 3,517 | $297K |
| Delta Asset Management LLC | 0.03% | Reduce -0.0% | 3,500 | $296K |
| Bar Harbor Wealth Management | 0.02% | Reduce -12.5% | 3,500 | $296K |
| Harmony Asset Management LLC | 0.11% | Add +3.5% | 3,492 | $295K |
| Tenret Co LLC | 0.18% | Reduce -0.4% | 3,475 | $294K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 3,454 | $292K |
| Eagle Rock Investment Company, LLC | 0.05% | Add +10.6% | 3,436 | $290K |
| Objective Capital Management, LLC | 0.17% | — | 3,427 | $290K |
| Financial Advocates Investment Management | 0.02% | Add +10.3% | 3,590 | $289K |
| Harbor Advisory Corp. | 0.09% | No change | 3,409 | $288K |
| Firethorn Wealth Partners, LLC | 0.15% | New | 3,397 | $287K |
| Drive Wealth Management, LLC | 0.07% | New | 3,388 | $286K |
| Harbor Investment Advisory, LLC | 0.03% | Add +37.1% | 3,384 | $286K |
| N.E.W. Advisory Services LLC | 0.03% | New | 3,383 | $286K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,370 | $285K |
| West Financial Advisors, LLC | 0.05% | No change | 3,353 | $283K |
| Copley Financial Group, Inc. | 0.26% | — | 3,353 | $283K |
| GC Wealth Management RIA, LLC | 0.05% | No change | 3,345 | $283K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +12.8% | 3,343 | $283K |
| Meadow Creek Wealth Advisors LLC | 0.22% | No change | 3,335 | $282K |
| Security National Bank of Sioux City Iowa | 0.17% | No change | 3,335 | $282K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 3,334 | $282K |
| Beacon Financial Advisory LLC | 0.10% | New | 3,331 | $282K |
| Waterford Advisors, LLC | 0.14% | No change | 3,329 | $281K |
| Samalin Investment Counsel, LLC | 0.12% | Add +5.2% | 3,306 | $279K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -5.4% | 3,303 | $279K |
| Gateway Wealth Partners, LLC | 0.08% | New | 3,294 | $278K |
| Callan Capital, LLC | 0.02% | Reduce -49.5% | 3,292 | $278K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | New | 3,291 | $278K |
| R. W. Roge & Company, Inc. | 0.15% | Add +7.4% | 3,284 | $277K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 3,274 | $277K |
| Strategic Financial Partners, Ltd. | 0.14% | Add +2.0% | 3,268 | $276K |
| Certuity, LLC | 0.03% | Reduce -67.8% | 3,262 | $276K |
| GAMMA Investing LLC | 0.03% | Add +56.8% | 3,251 | $275K |
| GFG Capital, LLC | 0.11% | No change | 4,112 | $275K |
| Raub Brock Capital Management LP | 0.06% | Add +1.9% | 3,247 | $274K |
| Creekside Partners | 0.14% | Add +0.7% | 3,247 | $274K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 3,238 | $274K |
| Mainstream Capital Management LLC | 0.23% | — | 3,231 | $273K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.6% | 3,223 | $272K |
| Forte Capital LLC | 0.03% | Reduce -52.6% | 3,216 | $272K |
| Main Street Group, LTD | 0.12% | Add +0.8% | 3,207 | $271K |
| Wolff Wiese Magana LLC | 0.18% | Add +7.4% | 3,192 | $270K |
| Ironwood Financial, llc | 0.06% | New | 3,190 | $270K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +1.8% | 3,188 | $270K |
| TCFG Wealth Management, LLC | 0.14% | — | 3,181 | $269K |
| Oakworth Capital, Inc. | 0.02% | Reduce -2.2% | 3,172 | $268K |
| WESPAC Advisors SoCal, LLC | 0.06% | No change | 3,170 | $268K |
| Pacific Center for Financial Services | 0.07% | Add +1.9% | 3,156 | $267K |
| Klingman & Associates, LLC | 0.02% | No change | 3,154 | $267K |
| Adero Partners, LLC | 0.02% | New | 3,127 | $264K |
| Marco Investment Management LLC | 0.02% | New | 3,122 | $264K |
| apricus wealth, LLC | 0.17% | New | 3,120 | $264K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.6% | 3,108 | $263K |
| Toth Financial Advisory Corp. | 0.03% | Add +26.4% | 3,107 | $263K |
| Mather Group, Llc. | 0.00% | Reduce -31.9% | 3,100 | $262K |
| Studio Investment Management LLC | 0.06% | Reduce -1.5% | 3,098 | $262K |
| Solitude Financial Services | 0.11% | Reduce -7.2% | 3,095 | $262K |
| Vigilare Wealth Management | 0.11% | Reduce -3.8% | 3,080 | $260K |
| Rockwood Wealth Management, LLC | 0.03% | Add +1.9% | 3,078 | $260K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +1.7% | 3,077 | $260K |
| Wolverine Trading, LLC | 0.01% | Add +6.3% | 3,032 | $255K |
| Gerber, LLC | 0.19% | Reduce -20.6% | 3,016 | $255K |
| SIH Partners, LLLP | 0.15% | New | 3,000 | $254K |
| Bantamac Capital, LLC | 0.12% | Reduce -23.1% | 3,000 | $254K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Add +0.1% | 2,973 | $251K |
| Coston, McIsaac & Partners | 0.07% | Add +43.0% | 2,981 | $251K |
| Provident Wealth Management, LLC | 0.09% | No change | 2,969 | $251K |
| Thrive Capital Management, LLC | 0.12% | Add +0.1% | 2,956 | $250K |
| Centennial Bank | 0.11% | New | 2,947 | $249K |
| Laraway Financial Advisors Inc | 0.20% | New | 2,945 | $249K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 2,945 | $249K |
| Laidlaw Wealth Management LLC | 0.12% | Add +9.2% | 2,916 | $247K |
| Keystone Financial Group | 0.03% | New | 2,914 | $246K |
| Trust Co. of Vermont | 0.01% | Add +4.0% | 2,898 | $245K |
| Bull Oak Capital, LLC | 0.14% | New | 2,876 | $243K |
| Convergence Financial, LLC | 0.05% | New | 2,861 | $242K |
| Sensible Money, LLC | 0.11% | No change | 2,846 | $241K |
| WealthCollab, LLC | 0.16% | Reduce -17.6% | 2,843 | $240K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -17.8% | 2,806 | $237K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -19.6% | 2,797 | $236K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +4.0% | 2,794 | $236K |
| Lansing Street Advisors | 0.09% | Add +1.9% | 2,774 | $235K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,735 | $231K |
| Smith Salley Wealth Management | 0.02% | Add +0.1% | 2,734 | $231K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.8% | 2,733 | $231K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,727 | $231K |
| Ciovacco Capital Management LLC | 0.13% | New | 2,725 | $230K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -2.5% | 2,722 | $230K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +4.2% | 2,720 | $230K |
| Pine Haven Investment Counsel, Inc | 0.19% | Reduce -1.4% | 2,718 | $230K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +2.8% | 2,718 | $230K |
| Idaho Trust Co | 0.11% | No change | 2,718 | $230K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $228K |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.0% | 2,700 | $228K |
| Busey Bank | 0.01% | New | 2,698 | $228K |
| Tyler-Stone Wealth Management | 0.04% | Add +224.6% | 2,691 | $227K |
| Blue Chip Partners, LLC | 0.02% | Add +2.0% | 2,689 | $227K |
| Clark Asset Management, LLC | 0.05% | Reduce -19.5% | 2,678 | $226K |
| Treynor Bancshares, Inc. | 0.23% | Reduce -0.8% | 2,674 | $226K |
| Select Asset Management & Trust | 0.08% | No change | 2,677 | $226K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -21.1% | 2,666 | $225K |
| Lodestone Wealth Management LLC | 0.11% | Reduce -22.8% | 2,660 | $225K |
| Gimbal Financial | 0.14% | Add +200.0% | 7,875 | $223K |
| Synergy Financial Group, LTD | 0.21% | Reduce -0.9% | 2,635 | $223K |
| Peak Financial Management, Inc. | 0.07% | No change | 2,635 | $223K |
| Outlook Wealth Advisors, LLC | 0.06% | Reduce -17.2% | 2,630 | $222K |
| BSW Wealth Partners | 0.03% | Reduce -1.0% | 2,606 | $220K |
| Arkansas Financial Group, Inc. | 0.04% | Add +0.1% | 2,601 | $220K |
| Root Financial Partners, LLC | 0.04% | Reduce -6.8% | 2,592 | $219K |
| Martin Capital Partners, LLC | 0.11% | No change | 2,585 | $219K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +0.4% | 2,588 | $219K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,585 | $219K |
| Covenant Asset Management, LLC | 0.05% | No change | 2,583 | $218K |
| Commonwealth Financial Services, LLC | 0.04% | New | 2,581 | $218K |
| Welch Group, LLC | 0.01% | New | 2,575 | $218K |
| BOS Asset Management, LLC | 0.08% | New | 2,572 | $217K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Add +17.3% | 2,545 | $215K |
| Palisades Hudson Asset Management, L.P. | 0.09% | New | 2,533 | $214K |
| WESPAC Advisors, LLC | 0.16% | New | 2,523 | $213K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -28.8% | 2,513 | $212K |
| Sepio Capital, LP | 0.02% | New | 2,511 | $212K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -6.2% | 2,511 | $212K |
| Heritage Wealth Management, Inc. | 0.07% | Reduce -17.7% | 2,507 | $212K |
| Aberdeen Wealth Management LLC | 0.14% | No change | 2,500 | $211K |
| Lazari Capital Management, Inc. | 0.09% | New | 2,500 | $211K |
| Peak Asset Management, LLC | 0.04% | New | 2,500 | $211K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,489 | $210K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -10.8% | 2,474 | $209K |
| Woodmont Investment Counsel LLC | 0.02% | New | 2,470 | $209K |
| MeadowBrook Investment Advisors LLC | 0.19% | No change | 2,469 | $209K |
| Waterloo Capital, L.P. | 0.02% | New | 2,455 | $208K |
| Financial Freedom, LLC | 0.11% | Add +1.2% | 2,451 | $207K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.3% | 2,448 | $207K |
| Mma Asset Management LLC | 0.05% | New | 2,426 | $205K |
| Advisor OS, LLC | 0.02% | New | 2,418 | $204K |
| Robinson Smith Wealth Advisors LLC | 0.17% | New | 2,397 | $203K |
| Continental Investors Services, Inc. | 0.41% | Reduce -14.3% | 2,391 | $202K |
| Bell Bank | 0.02% | New | 2,388 | $202K |
| Faithward Advisors, LLC | 0.04% | Reduce -79.2% | 2,386 | $202K |
| Norden Group LLC | 0.02% | Reduce -54.1% | 2,373 | $201K |
| Etesian Wealth Advisors, Inc. | 0.09% | New | 2,373 | $201K |
| Insight Wealth Strategies, LLC | 0.03% | New | 2,370 | $200K |
| Apella Capital, LLC | 0.01% | Reduce -10.5% | 2,367 | $200K |
| HCR Wealth Advisors | 0.03% | New | 2,366 | $200K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,362 | $200K |
| CNB Bank | 0.09% | Reduce -25.5% | 2,329 | $197K |
| Teachers Insurance & Annuity Association of America | 0.30% | — | 2,324 | $196K |
| Providence Capital Advisors, LLC | 0.04% | No change | 2,300 | $194K |
| 1620 Investment Advisors, Inc. | 0.14% | Add +0.0% | 2,249 | $190K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +44.4% | 2,217 | $187K |
| HBC Financial Services, PLLC | 0.11% | Add +300.5% | 7,024 | $187K |
| Alpine Bank Wealth Management | 0.03% | — | 2,212 | $187K |
| Glassman Wealth Services | 0.03% | Add +6.7% | 2,202 | $186K |
| Hendershot Investments Inc. | 0.02% | No change | 2,150 | $182K |
| LGT Financial Advisors LLC | 0.44% | Reduce -51.9% | 2,092 | $177K |
| Accordant Advisory Group Inc | 0.19% | Add +1.3% | 2,025 | $171K |
| Ridgewood Investments LLC | 0.09% | Reduce -2.6% | 2,025 | $171K |
| Roble, Belko & Company, Inc | 0.03% | Add +1.8% | 1,990 | $168K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,924 | $163K |
| Clear Investment Research, LLC | 0.19% | No change | 1,723 | $146K |
| Sound Income Strategies, LLC | 0.01% | Add +12.5% | 1,720 | $145K |
| Activest Wealth Management | 0.04% | Add +5.5% | 1,720 | $145K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +29.9% | 1,689 | $143K |
| First Personal Financial Services | 0.03% | No change | 1,677 | $142K |
| Windsor Advisory Group, LLC | 0.15% | Add +738.1% | 1,584 | $134K |
| Fortitude Family Office, LLC | 0.05% | New | 1,575 | $133K |
| Transcendent Capital Group LLC | 0.07% | Reduce -17.1% | 1,568 | $133K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -36.6% | 1,568 | $133K |
| JFS Wealth Advisors, LLC | 0.01% | Add +61.1% | 1,548 | $131K |
| Palouse Capital Management, Inc. | 0.08% | Reduce -0.8% | 1,521 | $129K |
| Abound Wealth Management | 0.04% | Reduce -33.6% | 1,515 | $128K |
| Disciplined Equity Management, Inc. | 0.08% | No change | 1,499 | $127K |
| West Paces Advisors Inc. | 0.03% | Add +0.5% | 1,488 | $126K |
| Grey Ledge Advisors, LLC | 0.03% | Reduce -73.1% | 1,463 | $124K |
| Evermay Wealth Management LLC | 0.02% | Reduce -17.6% | 1,437 | $121K |
| Peachtree Investment Partners, LLC | 0.04% | Add +13.4% | 1,395 | $118K |
| WR Wealth Planners, LLC | 0.03% | Add +2596.0% | 1,348 | $114K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,244 | $105K |
| Voisard Asset Management Group, Inc. | 0.04% | No change | 1,200 | $101K |
| Ballast Advisors LLC | 0.03% | No change | 1,187 | $100K |
| Balentine LLC | 0.00% | No change | 1,148 | $97K |
| Avalon Trust Co | 0.01% | No change | 1,140 | $96K |
| Red Tortoise LLC | 0.05% | Add +1.2% | 1,081 | $91K |
| Ogorek Anthony Joseph /NY/ | 0.03% | New | 1,066 | $90K |
| Archer Investment Corp | 0.02% | Add +45.8% | 1,054 | $89K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 1,039 | $88K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,015 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | Add +24.7% | 1,010 | $85K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -16.4% | 1,006 | $85K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -54.6% | 1,001 | $85K |
| Tompkins Financial Corp. | 0.01% | No change | 958 | $81K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -17.3% | 934 | $79K |
| LRI Investments, LLC | 0.01% | Add +281.7% | 2,729 | $79K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 929 | $79K |
| SJS Investment Consulting Inc. | 0.01% | No change | 925 | $78K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 911 | $77K |
| Qube Research & Technologies Ltd | 0.00% | New | 900 | $76K |
| Tucker Asset Management LLC | 0.02% | No change | 892 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 875 | $74K |
| Fourpath Capital Management, LLC | 0.01% | New | 865 | $73K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.8% | 848 | $72K |
| Hobbs Group Advisors, LLC | 0.02% | New | 809 | $68K |
| Riggs Asset Managment Co. Inc. | 0.02% | Add +1.9% | 807 | $68K |
| Global Trust Asset Management, LLC | 0.02% | No change | 762 | $64K |
| MCF Advisors LLC | 0.00% | Reduce -20.4% | 752 | $64K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 748 | $63K |
| Robinswood Financial LLC | 0.02% | Reduce -36.8% | 743 | $63K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 712 | $60K |
| Global Wealth Strategies & Associates | 0.02% | No change | 710 | $60K |
| Lindbrook Capital, LLC | 0.01% | No change | 691 | $58K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 678 | $57K |
| Hexagon Capital Partners LLC | 0.01% | Add +0.5% | 668 | $57K |
| Phillips Financial Management, LLC | 0.00% | Add +144.8% | 661 | $56K |
| Proffitt & Goodson Inc. | 0.01% | No change | 650 | $55K |
| Addison Advisors LLC | 0.01% | No change | 621 | $52K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 609 | $51K |
| Founders Capital Management | 0.03% | No change | 600 | $51K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.5% | 595 | $50K |
| Clean Yield Group | 0.02% | No change | 566 | $48K |
| True Wealth Design, LLC | 0.02% | Add +0.6% | 527 | $45K |
| IAG Wealth Partners, LLC | 0.01% | Add +997.9% | 527 | $45K |
| Quent Capital, LLC | 0.00% | Add +86.6% | 517 | $44K |
| Fairfield Financial Advisors, LTD | 0.01% | Add +2.0% | 513 | $43K |
| Castleview Partners, LLC | 0.02% | Add +9.9% | 510 | $43K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 500 | $42K |
| Operose Advisors LLC | 0.01% | No change | 498 | $42K |
| Avion Wealth | 0.01% | Add +1.2% | 496 | $41K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 450 | $38K |
| Atticus Wealth Management, LLC | 0.01% | New | 430 | $36K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 415 | $35K |
| Coppell Advisory Solutions LLC | 0.01% | Add +105.0% | 410 | $35K |
| Barrett & Company, Inc. | 0.01% | New | 404 | $34K |
| Raleigh Capital Management Inc. | 0.01% | No change | 392 | $33K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +70.7% | 384 | $32K |
| IFS Advisors, LLC | 0.03% | Add +8.3% | 379 | $32K |
| Kennebec Savings Bank | 0.03% | — | 371 | $31K |
| Olistico Wealth, LLC | 0.02% | Add +1.1% | 370 | $31K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 343 | $29K |
| MilWealth Group LLC | 0.01% | No change | 330 | $28K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 325 | $27K |
| First Horizon Advisors, Inc. | 0.00% | No change | 320 | $27K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -4.4% | 302 | $26K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 300 | $25K |
| Optimum Investment Advisors | 0.01% | Add +1.1% | 290 | $25K |
| Financial Gravity Companies, Inc. | 0.01% | — | 288 | $24K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -93.4% | 280 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -22.5% | 275 | $23K |
| City State Bank | 0.01% | Add +29.8% | 270 | $23K |
| First Community Trust NA | 0.02% | No change | 268 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 264 | $22K |
| Dunhill Financial, LLC | 0.01% | No change | 259 | $22K |
| PrairieView Partners, LLC | 0.00% | Add +1.6% | 258 | $21K |
| WASHINGTON TRUST Co | 0.00% | No change | 245 | $21K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 245 | $21K |
| PSI Advisors, LLC | 0.01% | Reduce -24.1% | 243 | $21K |
| Kozak & Associates, Inc. | 0.00% | Add +566.7% | 680 | $20K |
| Sage Mountain Advisors LLC | 0.00% | No change | 220 | $19K |
| West Branch Capital LLC | 0.01% | Add +6.9% | 218 | $18K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -34.9% | 215 | $18K |
| Covestor Ltd | 0.01% | Reduce -3.6% | 215 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 210 | $18K |
| SWAN Capital LLC | 0.01% | Add +3920.0% | 201 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 200 | $17K |
| Mendota Financial Group, LLC | 0.01% | New | 200 | $17K |
| Steph & Co. | 0.01% | No change | 200 | $17K |
| Syntax Research, Inc. | 0.01% | New | 188 | $16K |
| Family Asset Management, LLC | 0.01% | Reduce -69.9% | 182 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -22.1% | 176 | $15K |
| Perritt Capital Management Inc | 0.01% | No change | 175 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -83.4% | 172 | $15K |
| Evolution Advisers, Inc. | 0.01% | New | 170 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 150 | $13K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 150 | $13K |
| Hollencrest Capital Management | 0.00% | Reduce -88.7% | 142 | $12K |
| Security National Bank | 0.00% | Reduce -48.7% | 139 | $12K |
| Painted Porch Advisors LLC | 0.01% | Add +20.0% | 138 | $12K |
| Legacy Investment Solutions, LLC | 0.01% | — | 399 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | — | 399 | $12K |
| M&R Capital Management Inc. | 0.00% | No change | 135 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 125 | $11K |
| Naples Money Management LLC | 0.01% | Add +0.8% | 119 | $10K |
| Legacy Bridge, LLC | 0.00% | No change | 100 | $8K |
| Bray Capital Advisors | 0.00% | Add +1.1% | 91 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | New | 81 | $7K |
| Birchbrook, Inc. | 0.00% | Add +1.3% | 81 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 75 | $6K |
| Western Pacific Wealth Management, LP | 0.00% | Add +2.9% | 70 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -98.4% | 64 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +1.6% | 62 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 60 | $5K |
| Redmont Wealth Advisors LLC | 0.01% | Add +2.0% | 50 | $4K |
| New Millennium Group LLC | 0.00% | No change | 50 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 50 | $4K |
| Chelsea Counsel Co. | 0.00% | New | 50 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | Add +716.7% | 49 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -77.1% | 48 | $4K |
| Annapolis Financial Services, LLC | 0.00% | No change | 48 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| First Pacific Financial | 0.00% | New | 41 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 31 | $3K |
| Truvestments Capital LLC | 0.00% | New | 31 | $3K |
| Angeles Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 28 | $2K |
| Flaharty Asset Management, LLC | 0.00% | New | 25 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 23 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -85.9% | 60 | $2K |
| Mascoma Wealth Management LLC | 0.00% | New | 20 | $2K |
| Gables Capital Management Inc. | 0.00% | New | 58 | $2K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 19 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 16 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 15 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -99.0% | 12 | $1K |
| Hemington Wealth Management | 0.00% | New | 54 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -96.3% | 10 | $1K |
| Fairman Group, LLC | 0.00% | No change | 7 | $593 |
| Horizon Financial Services, LLC | 0.00% | No change | 5 | $462 |
| NewSquare Capital LLC | 0.00% | Reduce -96.9% | 5 | $423 |
| Mattson Financial Services, LLC | 0.00% | No change | 2 | $156 |
"% of holder's portfolio" is SCHD's weight in each manager's 13F, not the share of Schwab US DVD Equity ETF the manager owns.