Schwab US DVD Equity ETFSCHDETF
13F holders, Q4 2024 (December 31)1,807holders +176
105new positions
71sold out
5famous investors
$27.39avg. 13F price*
At the end of Q4 2024, 1,807 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 176 from Q3 2024. 105 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($1.4B), LPL Financial LLC ($992.1M) and Morgan Stanley ($777.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $208.7M |
| Exits | 71 | $403.2M |
All 13F filers, Q3 2024 → Q4 2024: 72,727,503 shares bought and 47,134,972 shares sold, net +25,592,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,807 holders
| Bank of America Corp. | 0.13% | Add +123.2% | 49,630,784 | $1.4B |
| LPL Financial LLC | 0.40% | Add +5.0% | 36,314,776 | $992.1M |
| Morgan Stanley | 0.05% | Add +2.8% | 28,475,298 | $777.9M |
| Sumitomo Life Insurance Co. | 13.83% | No change | 26,820,000 | $732.7M |
| Avantax Advisory Services, Inc. | 4.46% | Add +1.9% | 26,003,626 | $710.4M |
| Raymond James Financial Inc. | 0.22% | — | 21,703,476 | $592.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +2.8% | 19,626,674 | $536.2M |
| Northwestern Mutual Wealth Management Co. | 0.42% | Add +2.7% | 18,222,676 | $497.8M |
| Ameriprise Financial Inc. | 0.12% | Add +0.8% | 17,426,545 | $475.8M |
| UBS Group AG | 0.10% | Add +3.6% | 15,975,283 | $436.4M |
| Wealthspire Advisors, LLC | 4.11% | Reduce -1.4% | 15,144,112 | $413.7M |
| Wealthfront Advisers LLC | 1.14% | Reduce -1.5% | 14,309,642 | $390.9M |
| Commonwealth Equity Services, LLC | 0.52% | Add +2.2% | 13,130,560 | $358.7M |
| Wells Fargo & Company | 0.08% | Add +4.3% | 12,294,235 | $335.9M |
| Wealth Enhancement Advisory Services, LLC | 0.60% | Add +5.4% | 11,471,870 | $313.4M |
| Orgel Wealth Management, LLC | 7.89% | Reduce -13.4% | 11,062,243 | $302.2M |
| Avantax Planning Partners, Inc. | 9.24% | Add +0.7% | 9,380,983 | $256.3M |
| Royal Bank of Canada | 0.05% | Add +5.8% | 9,079,918 | $248.1M |
| Osaic Holdings, Inc. | 0.55% | Reduce -8.1% | 9,013,376 | $246.3M |
| Mariner, LLC | 0.38% | Add +18.1% | 8,210,530 | $224.3M |
| Cambridge Investment Research Advisors, Inc. | 0.65% | Add +5.8% | 7,099,962 | $194.0M |
| Cetera Investment Advisers | 0.35% | Add +9.0% | 6,068,690 | $165.8M |
| Cassaday & Co Wealth Management LLC | 4.29% | Add +3.4% | 5,755,912 | $157.3M |
| Cerity Partners LLC | 0.33% | Add +58.7% | 5,635,367 | $154.0M |
| Cresset Asset Management, LLC | 0.73% | Reduce -4.7% | 5,513,275 | $150.6M |
| MML Investors Services, LLC | 0.51% | Add +4.3% | 5,389,861 | $147.3M |
| Keystone Financial Planning, Inc. | 45.47% | Reduce -3.8% | 5,365,627 | $146.6M |
| HighTower Advisors, LLC | 0.20% | Add +6.5% | 5,237,487 | $143.1M |
| JPMorgan Chase & Co. | 0.01% | Add +7.9% | 5,076,341 | $138.7M |
| Charles Schwab Trust Bank | 100.00% | Reduce -18.9% | 3,955,650 | $137.5M |
| Cwm, LLC | 0.55% | Add +20.1% | 4,893,735 | $133.7M |
| HHM Wealth Advisors, LLC | 18.10% | Add +2.4% | 4,872,578 | $133.1M |
| Kestra Advisory Services, LLC | 0.70% | Reduce -1.1% | 4,671,268 | $127.6M |
| Baird Financial Group, Inc. | 0.23% | Reduce -4.1% | 4,394,182 | $120.0M |
| Creative Planning | 0.12% | Add +7.7% | 4,333,971 | $118.4M |
| Cullen/Frost Bankers, Inc. | 1.54% | Reduce -0.4% | 4,111,044 | $112.3M |
| Diversified Enterprises, LLC | 10.45% | Add +10.1% | 3,994,453 | $109.1M |
| Keybank National Association | 0.40% | Add +3.2% | 3,827,693 | $104.6M |
| LVW Advisors, LLC | 12.04% | Add +1.1% | 3,597,636 | $98.3M |
| Truist Financial Corp. | 0.15% | Add +2.4% | 3,543,398 | $96.8M |
| D.A. Davidson & Co. | 0.78% | Add +3.2% | 3,487,095 | $95.3M |
| Focus Financial Network, Inc. | 3.46% | Add +3.5% | 3,183,816 | $87.0M |
| Fifth Third Bancorp | 0.30% | Reduce -2.4% | 3,038,718 | $83.0M |
| Valmark Advisers, Inc. | 1.25% | Add +7.7% | 2,947,348 | $80.5M |
| Bouchey Financial Group, Ltd. | 7.00% | Add +19.8% | 2,932,743 | $80.1M |
| Asset Advisors Investment Management, LLC | 8.11% | Reduce -4.1% | 2,836,535 | $77.5M |
| IMA Advisory Services, Inc. | 8.84% | New | 2,687,274 | $73.4M |
| Berger Financial Group, Inc | 4.98% | Add +5.3% | 2,640,459 | $72.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Add +142.3% | 2,511,823 | $69.0M |
| Harbour Investments, Inc. | 1.85% | Reduce -6.7% | 2,359,839 | $64.5M |
| CVA Family Office, LLC | 9.94% | Reduce -1.6% | 2,298,314 | $62.8M |
| Aptus Capital Advisors, LLC | 0.72% | Add +19.9% | 2,217,267 | $60.6M |
| Stifel Financial Corp. | 0.06% | Reduce -3.0% | 2,190,631 | $59.8M |
| CGC Financial Services, LLC | 23.78% | Add +3.0% | 2,184,978 | $59.7M |
| Ameritas Advisory Services, LLC | 2.05% | Add +5.7% | 2,173,729 | $59.4M |
| Allworth Financial LP | 0.32% | Add +25.2% | 2,100,813 | $58.7M |
| MAI Capital Management | 0.44% | Add +75.6% | 2,139,147 | $58.4M |
| Pinnacle Associates Ltd. | 0.79% | Add +12.1% | 2,136,379 | $58.4M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +6.6% | 2,131,110 | $58.2M |
| Howard Financial Services, LTD. | 7.51% | Add +2.5% | 2,021,759 | $55.2M |
| Marquette Asset Management, LLC | 9.00% | Add +0.2% | 2,017,395 | $55.1M |
| Summit Asset Management, LLC | 9.34% | Add +5.6% | 1,945,979 | $53.2M |
| Gerber Kawasaki Wealth & Investment Management | 2.27% | Add +0.6% | 1,908,587 | $52.1M |
| Summit Financial Wealth Advisors, LLC | 9.98% | Add +6.8% | 1,841,130 | $51.0M |
| ESL Trust Services, LLC | 10.72% | No change | 1,760,748 | $48.1M |
| Victory Financial Group, LLC | 12.57% | — | 1,751,195 | $47.8M |
| Principle Wealth Partners LLC | 3.36% | Add +7.2% | 1,750,141 | $47.8M |
| Whelan Financial | 18.10% | Add +2.7% | 1,685,510 | $46.0M |
| Scott Capital Advisors, LLC | 13.23% | Add +1.1% | 1,686,234 | $46.0M |
| Private Advisor Group, LLC | 0.26% | Add +7.2% | 1,669,849 | $45.6M |
| Spinnaker Investment Group, LLC | 10.76% | Add +2.2% | 1,633,231 | $44.6M |
| Main Street Financial Solutions, LLC | 4.40% | Add +7.5% | 1,633,114 | $44.6M |
| Reliant Wealth Planning | 20.30% | Reduce -14.3% | 1,584,366 | $43.3M |
| Securian Asset Management, Inc. | 1.26% | No change | 1,581,000 | $43.2M |
| CENTRAL TRUST Co | 1.05% | Reduce -8.7% | 1,572,410 | $43.0M |
| True Link Financial Advisors, LLC | 3.60% | Add +2.2% | 1,568,525 | $42.9M |
| Burkett Financial Services, LLC | 17.23% | Add +0.4% | 1,542,139 | $42.1M |
| Adamsbrown Wealth Consultants LLC | 14.28% | Add +1.5% | 1,533,215 | $41.9M |
| Equitable Holdings, Inc. | 0.39% | Add +5.2% | 1,482,320 | $40.5M |
| Waverly Advisors, LLC | 0.63% | Add +5.9% | 1,479,271 | $40.4M |
| Mfa Wealth Advisors, LLC | 10.33% | Add +19.7% | 1,478,079 | $40.4M |
| Bokf, NA | 0.68% | Add +7.2% | 1,485,598 | $40.1M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +273.7% | 1,460,444 | $39.9M |
| Focus Partners Wealth | 0.10% | Add +13.1% | 1,457,770 | $39.8M |
| Jones Financial Companies LLLP | 0.04% | Add +90.7% | 1,455,007 | $39.8M |
| Allied Investment Advisors, LLC | 8.01% | Add +1.6% | 1,454,946 | $39.7M |
| Evergreen Advisors, LLC | 10.79% | Add +4.0% | 1,445,156 | $39.5M |
| HB Wealth Management, LLC | 0.40% | Reduce -0.4% | 1,437,279 | $39.3M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -46.0% | 1,437,053 | $39.3M |
| Blair William & Co. | 0.11% | Add +20.0% | 1,417,933 | $38.7M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +2.1% | 1,411,442 | $38.6M |
| Wealthcare Advisory Partners LLC | 1.07% | Add +4.5% | 1,409,906 | $38.5M |
| Richardson Capital Management LLC | 24.28% | Add +1.1% | 1,397,211 | $38.2M |
| Independent Advisor Alliance | 0.50% | Add +2653.9% | 1,390,683 | $38.0M |
| Atria Wealth Solutions, Inc. | 0.41% | Add +0.5% | 1,364,911 | $37.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -5.5% | 1,283,095 | $37.0M |
| Apexium Financial, LP | 2.18% | Add +9.9% | 1,312,557 | $35.9M |
| Sunburst Financial Group, LLC | 8.86% | Add +7.4% | 1,311,918 | $35.8M |
| Walker Financial Services, Inc. | 20.77% | Add +12.7% | 1,307,997 | $35.7M |
| Leelyn Smith, LLC | 6.30% | Add +3.0% | 1,294,466 | $35.4M |
| Founders Financial Securities LLC | 3.17% | Add +3.6% | 1,288,572 | $35.2M |
| Cedar Wealth Management, LLC | 12.42% | Reduce -9.6% | 1,256,921 | $34.3M |
| Wealthspire Retirement, LLC | 2.69% | Add +4.5% | 1,246,583 | $34.1M |
| Steele Capital Management, Inc. | 1.74% | Reduce -0.6% | 1,223,790 | $33.4M |
| Assetmark, Inc. | 0.09% | Reduce -0.4% | 1,210,155 | $33.1M |
| Vaughan David Investments LLC | 0.78% | Add +3.1% | 1,208,749 | $33.0M |
| Noble Family Wealth, LLC | 9.02% | Add +5.1% | 1,202,238 | $32.7M |
| Northwest Quadrant Wealth Management, LLC | 7.38% | Add +4.3% | 1,188,457 | $32.5M |
| Venture Visionary Partners LLC | 1.36% | Reduce -6.7% | 1,177,083 | $32.2M |
| Planning Directions Inc. | 18.41% | Add +5.4% | 1,161,204 | $31.7M |
| Lodestar Private Asset Management LLC | 3.90% | Add +2.8% | 1,142,893 | $31.2M |
| Horizon Investments, LLC | 0.89% | Add +4.7% | 1,136,604 | $31.1M |
| Silver Coast Investments LLC | 11.69% | Reduce -8.8% | 1,131,282 | $30.9M |
| Kohmann Bosshard Financial Services, LLC | 3.66% | Reduce -4.3% | 1,117,507 | $30.5M |
| Nadler Financial Group, Inc. | 3.16% | Add +2.6% | 1,097,264 | $30.0M |
| Choreo, LLC | 0.43% | Add +140.2% | 1,091,745 | $29.8M |
| Aspire Capital Advisors LLC | 8.51% | Add +4.5% | 1,089,645 | $29.8M |
| American Financial Advisors, LLC | 4.17% | Add +0.7% | 1,083,103 | $29.6M |
| Brady Martz Wealth Solutions, LLC | 7.13% | — | 1,073,750 | $29.5M |
| Prosperity Consulting Group, LLC | 2.22% | Add +4.8% | 1,080,263 | $29.5M |
| Hudock, Inc. | 5.15% | Reduce -0.3% | 1,079,201 | $29.5M |
| Integrated Advisors Network LLC | 1.41% | Add +7.1% | 1,074,033 | $29.3M |
| Janney Montgomery Scott LLC | 0.08% | Add +7.0% | 1,073,658 | $29.3M |
| CRA Financial Services, LLC | 5.01% | Add +2.8% | 1,068,635 | $29.2M |
| Regimen Wealth, LLC | 9.47% | Reduce -3.7% | 1,061,816 | $29.0M |
| Olympus Wealth Management, LLC | 10.53% | Reduce -5.3% | 1,058,927 | $28.9M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +2.9% | 1,055,254 | $28.8M |
| Equitable Trust Co. | 1.61% | New | 1,052,897 | $28.8M |
| Presidio Capital Management, LLC | 15.41% | Add +24.2% | 1,052,525 | $28.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.66% | Add +5.0% | 1,042,402 | $28.5M |
| Captrust Financial Advisors | 0.08% | Add +1.4% | 1,037,731 | $28.4M |
| Ausdal Financial Partners, Inc. | 2.44% | Add +37.0% | 1,034,080 | $28.3M |
| ForthRight Wealth Management, LLC | 9.39% | Add +2.5% | 1,031,124 | $28.2M |
| Corient Private Wealth LP | 0.05% | Reduce -77.5% | 1,005,987 | $27.5M |
| Merit Financial Group, LLC | 0.49% | Reduce -11.8% | 1,002,360 | $27.4M |
| SRH Advisors, LLC | 7.95% | Reduce -0.3% | 980,424 | $26.8M |
| Verus Financial Partners, Inc. | 2.94% | Add +0.7% | 968,987 | $26.2M |
| Intergy Private Wealth, LLC | 9.73% | Add +2.9% | 953,962 | $26.1M |
| TrinityPoint Wealth, LLC | 3.66% | Add +5.3% | 953,822 | $26.1M |
| Duncan Williams Asset Management, LLC | 10.20% | Add +8.9% | 948,172 | $25.9M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -66.2% | 924,802 | $25.9M |
| Pathstone Holdings, LLC | 0.11% | Add +5.9% | 945,642 | $25.8M |
| Park Avenue Securities LLC | 0.26% | Add +10.8% | 931,020 | $25.4M |
| NewEdge Advisors, LLC | 0.15% | Reduce -29.6% | 927,418 | $25.3M |
| Stephens Inc. | 0.35% | Add +17.5% | 924,282 | $25.3M |
| Curran Financial Partners, LLC | 6.57% | Add +9.4% | 916,153 | $25.0M |
| Sigma Planning Corp | 0.78% | Add +2.0% | 907,541 | $24.8M |
| WFA Asset Management Corp | 13.32% | Reduce -6.2% | 901,966 | $24.6M |
| Creekmur Asset Management LLC | 5.64% | Add +2.7% | 900,926 | $24.6M |
| McCarthy Asset Management, Inc. | 17.07% | Reduce -3.4% | 885,426 | $24.2M |
| Financial Insights, Inc. | 9.34% | Add +4.7% | 884,707 | $24.2M |
| Stratos Investment Management, LLC | 1.45% | Add +30.2% | 881,329 | $24.1M |
| Asset Allocation Strategies LLC | 5.78% | Reduce -6.0% | 868,051 | $24.0M |
| First Command Advisory Services, Inc. | 0.23% | Add +12.4% | 876,556 | $23.9M |
| Souders Financial Advisors | 3.34% | Add +1.8% | 874,273 | $23.9M |
| Wealth Management Resources, Inc. | 8.72% | Reduce -5.8% | 865,387 | $23.6M |
| Eagle Capital Management, LLC | 9.50% | Add +1.6% | 862,365 | $23.6M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +9.7% | 851,307 | $23.3M |
| JNBA Financial Advisors | 2.36% | Reduce -0.7% | 845,129 | $23.1M |
| Capital Advantage, Inc. | 4.18% | Add +1.9% | 838,701 | $22.9M |
| Elite Financial, Inc. | 12.21% | — | 824,871 | $22.5M |
| Curi Capital, LLC | 0.52% | Reduce -3.7% | 822,539 | $22.5M |
| TD Private Client Wealth LLC | 0.62% | Add +1.9% | 816,753 | $22.3M |
| Dakota Wealth Management | 0.51% | Reduce -2.4% | 815,641 | $22.3M |
| Whitaker-Myers Wealth Managers, LTD. | 6.49% | Add +12.9% | 815,026 | $22.3M |
| Newman Dignan & Sheerar, Inc. | 5.64% | Reduce -65.8% | 805,876 | $22.0M |
| Keudell/Morrison Wealth Management | 5.71% | Add +6.9% | 801,757 | $21.9M |
| Integrated Wealth Concepts LLC | 0.25% | Add +2.5% | 796,438 | $21.8M |
| Leo Wealth, LLC | 1.95% | Add +13.6% | 794,672 | $21.7M |
| Hengehold Capital Management LLC | 2.03% | Reduce -1.4% | 790,289 | $21.6M |
| Carolinas Wealth Consulting LLC | 4.24% | Reduce -12.7% | 788,881 | $21.6M |
| Regal Investment Advisors LLC | 1.61% | Add +9.8% | 783,827 | $21.4M |
| AdvisorNet Financial, Inc | 1.79% | Add +8.8% | 783,068 | $21.4M |
| Financial Consulate, Inc. | 5.63% | Reduce -0.7% | 776,613 | $21.2M |
| LongView Wealth Management | 6.39% | Add +16.7% | 767,433 | $21.0M |
| Tradition Wealth Management, LLC | 1.83% | Add +0.4% | 758,852 | $20.7M |
| Manning & Napier Advisors LLC | 0.24% | Reduce -3.9% | 758,594 | $20.7M |
| Clifford Group, LLC | 15.77% | Add +4.4% | 757,198 | $20.7M |
| IFP Advisors, Inc | 0.67% | Add +9.7% | 752,814 | $20.6M |
| RFG Advisory, LLC | 0.58% | Add +3.2% | 750,119 | $20.5M |
| Hidden Cove Wealth Management, LLC | 16.42% | — | 740,486 | $20.2M |
| Exencial Wealth Advisors, LLC | 0.74% | Add +1.1% | 739,374 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Add +19.3% | 737,905 | $20.2M |
| Joule Financial, LLC | 7.07% | Add +5.9% | 732,390 | $20.0M |
| Certified Advisory Corp | 2.13% | No change | 719,554 | $19.7M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -3.7% | 712,412 | $19.5M |
| Towneley Capital Management, Inc / DE | 4.62% | Add +2.5% | 711,988 | $19.5M |
| Dagco, Inc. | 6.43% | Add +23.9% | 710,433 | $19.4M |
| Paradigm, Strategies in Wealth Management, LLC | 12.67% | Reduce -4.0% | 703,581 | $19.2M |
| Hunter Associates Investment Management LLC | 2.91% | Add +12.8% | 700,714 | $19.1M |
| Southland Equity Partners LLC | 4.45% | Add +12.3% | 699,852 | $19.1M |
| Silvia McColl Wealth Management, LLC | 14.31% | Add +0.4% | 699,122 | $19.1M |
| Axxcess Wealth Management, LLC | 0.47% | Add +4.5% | 696,321 | $19.0M |
| PFG Advisors | 1.16% | Reduce -1.1% | 694,966 | $19.0M |
| Global Wealth Management, LLC | 12.02% | Reduce -0.5% | 689,235 | $18.8M |
| Waller Financial Planning Group, Inc. | 4.67% | Add +0.7% | 678,808 | $18.5M |
| Schaeffer Financial LLC | 18.10% | Add +0.9% | 664,101 | $18.1M |
| Koshinski Asset Management, Inc. | 1.54% | Reduce -10.4% | 658,825 | $18.0M |
| RVW Wealth, LLC | 1.67% | Reduce -3.7% | 655,766 | $17.9M |
| Prepared Retirement Institute LLC | 10.03% | Add +6.7% | 643,391 | $17.6M |
| Powers Advisory Group, LLC | 8.69% | Add +2.7% | 635,171 | $17.4M |
| Sound View Wealth Advisors Group, LLC | 1.39% | Add +5.7% | 632,566 | $17.3M |
| Parallel Advisors, LLC | 0.39% | Reduce -5.7% | 625,235 | $17.1M |
| Chicago Partners Investment Group LLC | 0.57% | Add +163.7% | 624,391 | $17.1M |
| Global Retirement Partners, LLC | 0.48% | Reduce -1.0% | 613,892 | $16.8M |
| Stonehearth Capital Management, LLC | 6.69% | Add +3.0% | 610,355 | $16.7M |
| Graves Light Lenhart Wealth, Inc. | 2.06% | Add +0.8% | 607,770 | $16.6M |
| Weitzel Financial Services, Inc. | 7.78% | Add +4.2% | 600,291 | $16.5M |
| Skyline Advisors, Inc. | 6.40% | Add +3.3% | 603,443 | $16.5M |
| Ledyard National Bank | 1.54% | Add +18.0% | 599,945 | $16.4M |
| Mgo One Seven LLC | 0.63% | Reduce -0.8% | 596,753 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -5.4% | 593,444 | $16.2M |
| Liberty Square Wealth Partners LLC | 5.91% | — | 582,967 | $16.2M |
| Whitegate Investment Counselors, Inc. | 5.54% | Reduce -16.9% | 590,979 | $16.1M |
| Clark Wealth Partners | 12.51% | — | 590,137 | $16.1M |
| Kades & Cheifetz LLC | 8.24% | Reduce -0.7% | 589,033 | $16.1M |
| Morton Community Bank | 4.23% | Add +2.4% | 585,523 | $16.0M |
| Lakeshore Financial Planning, Inc. | 6.76% | Reduce -0.5% | 579,966 | $15.8M |
| Legacy Edge Advisors, LLC | 2.51% | Add +2.4% | 580,565 | $15.8M |
| First National Corp. /Ma/ | 3.58% | Add +1.1% | 578,558 | $15.8M |
| Modern Wealth Management, LLC | 0.59% | Add +663.1% | 576,229 | $15.7M |
| Mutual Advisors, LLC | 0.46% | Reduce -65.4% | 564,980 | $15.7M |
| Financial Guidance Group, Inc. | 8.41% | Reduce -6.4% | 562,151 | $15.4M |
| Integrated Investment Consultants, LLC | 3.17% | Add +2.9% | 561,993 | $15.4M |
| Cooper Financial Group | 1.85% | Add +7.2% | 561,344 | $15.3M |
| Cozad Asset Management Inc. | 1.43% | Add +0.7% | 560,298 | $15.3M |
| Matrix Trust Co | 2.65% | Reduce -2.5% | 558,669 | $15.3M |
| Advisors Preferred, LLC | 2.44% | No change | 555,330 | $15.1M |
| Snowden Capital Advisors LLC | 0.47% | Add +2.0% | 548,544 | $15.0M |
| Christensen, King & Associates Investment Services, Inc. | 6.96% | Reduce -1.6% | 538,250 | $14.8M |
| Strategic Investment Solutions, Inc. | 4.96% | Reduce -7.5% | 271,096 | $14.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.45% | Add +22.8% | 537,976 | $14.7M |
| Leavell Investment Management, Inc. | 0.71% | Reduce -1.6% | 532,642 | $14.6M |
| New Insight Wealth Advisors | 7.15% | Add +5.5% | 522,380 | $14.3M |
| Lighthouse Wealth Management Inc. | 12.92% | — | 516,402 | $14.1M |
| IHT Wealth Management, LLC | 0.45% | Reduce -15.3% | 515,524 | $14.1M |
| Capital Asset Advisory Services LLC | 0.69% | Add +0.7% | 510,214 | $14.0M |
| Kiley Juergens Wealth Management, LLC | 3.50% | Add +3.1% | 511,262 | $14.0M |
| Shorepoint Capital Partners LLC | 3.17% | Reduce -0.7% | 508,135 | $13.9M |
| Family Capital Management, Inc. | 8.38% | Reduce -1.2% | 507,977 | $13.9M |
| Winthrop Capital Management, LLC | 3.67% | New | 507,006 | $13.8M |
| Mendel Capital Management LLC | 8.29% | Reduce -2.5% | 500,727 | $13.7M |
| Farther Finance Advisors, LLC | 0.49% | Add +185.3% | 493,839 | $13.5M |
| Investment Advisory Services Inc. /TX | 4.74% | Add +2.3% | 491,892 | $13.4M |
| Opulen Financial Group LLC | 12.18% | — | 490,503 | $13.4M |
| Legacy Financial Strategies, LLC | 2.88% | Reduce -3.6% | 490,338 | $13.4M |
| Advisory Alpha, LLC | 0.48% | Add +13.5% | 489,219 | $13.4M |
| Eagle Strategies LLC | 2.30% | Add +12.8% | 487,150 | $13.3M |
| Jaffetilchin Investment Partners, LLC | 0.96% | Add +6.7% | 486,798 | $13.3M |
| Signature Estate & Investment Advisors LLC | 0.33% | No change | 486,713 | $13.3M |
| Latko Wealth Management, Ltd. | 7.84% | Add +3.8% | 484,279 | $13.2M |
| AllGen Financial Advisors, Inc. | 4.44% | Reduce -0.7% | 483,863 | $13.2M |
| Strategic Blueprint, LLC | 0.79% | Reduce -0.6% | 483,291 | $13.2M |
| Citigroup Inc. | 0.01% | Reduce -5.8% | 481,842 | $13.2M |
| Northeast Financial Group, Inc. | 5.01% | Reduce -6.2% | 480,454 | $13.1M |
| Onyx Bridge Wealth Group LLC | 1.88% | Add +12.1% | 477,308 | $13.0M |
| Financial Counselors Inc. | 0.19% | Add +8.4% | 474,594 | $13.0M |
| Brookstone Capital Management | 0.19% | Add +21.4% | 474,334 | $13.0M |
| Strategic Family Wealth Counselors, L.L.C. | 4.21% | Reduce -1.9% | 473,174 | $12.9M |
| Fiduciary Trust Co | 0.17% | Reduce -38.3% | 472,724 | $12.9M |
| Investor's Fiduciary Advisor Network, LLC | 4.94% | — | 472,547 | $12.9M |
| Brass Tax Wealth Management, Inc. | 2.71% | Reduce -2.4% | 472,009 | $12.9M |
| Thoroughbred Financial Services, LLC | 0.78% | Reduce -3.5% | 467,223 | $12.8M |
| GSG Advisors LLC | 4.01% | Add +1.8% | 465,591 | $12.7M |
| Oppenheimer & Co. Inc. | 0.19% | Add +15.1% | 460,810 | $12.6M |
| Valley National Advisers Inc. | 2.24% | Add +12.1% | 456,424 | $12.5M |
| Mayfair Advisory Group, LLC | 7.32% | Add +4.2% | 454,919 | $12.4M |
| CoreCap Advisors, LLC | 0.56% | Add +5.3% | 452,467 | $12.4M |
| Blue Barn Wealth, LLC | 6.47% | Add +4.1% | 449,105 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +19.7% | 443,228 | $12.3M |
| Advisory Services Network, LLC | 0.23% | Reduce -26.3% | 445,456 | $12.2M |
| Trinity Financial Advisors LLC | 4.61% | Add +7.7% | 445,494 | $12.1M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -63.2% | 444,265 | $12.1M |
| Atria Investments, Inc | 0.15% | Add +7.7% | 442,540 | $12.1M |
| FMR LLC | 0.00% | Add +15.0% | 441,421 | $12.1M |
| Bison Wealth, LLC | 2.66% | Add +11.5% | 441,394 | $12.1M |
| SevenBridge Financial Group, LLC | 2.27% | Reduce -66.8% | 430,634 | $12.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 437,184 | $11.9M |
| Avior Wealth Management, LLC | 0.43% | Add +16.0% | 433,699 | $11.8M |
| Independent Financial Group, LLC | 0.39% | Add +6.2% | 433,485 | $11.8M |
| Fiduciary Alliance LLC | 1.19% | Add +25.9% | 430,466 | $11.8M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +3.7% | 429,664 | $11.7M |
| Acorn Wealth Advisors, LLC | 4.84% | Reduce -3.8% | 429,381 | $11.7M |
| Paces Ferry Wealth Advisors, LLC | 5.69% | Add +15.3% | 428,730 | $11.7M |
| Sunbelt Securities, Inc. | 1.03% | Add +19.1% | 428,403 | $11.7M |
| Kingsview Wealth Management, LLC | 0.22% | Add +35.3% | 422,621 | $11.5M |
| First Merchants Corp. | 0.44% | Reduce -0.4% | 422,104 | $11.5M |
| Courage Miller Partners, LLC | 3.93% | Add +0.1% | 420,025 | $11.5M |
| Moneco Advisors, LLC | 1.21% | Add +0.7% | 418,321 | $11.4M |
| Islay Capital Management, LLC | 7.97% | Add +1.4% | 416,656 | $11.4M |
| Goepper Burkhardt LLC | 4.62% | Add +5.4% | 416,625 | $11.4M |
| Walled Lake Planning & Wealth Management, LLC | 4.23% | Add +1.8% | 415,640 | $11.4M |
| Cary Street Partners Financial LLC | 0.37% | — | 414,478 | $11.3M |
| Sard Wealth Management Group, LLC | 7.59% | Reduce -0.9% | 413,673 | $11.3M |
| Concourse Financial Group Securities, Inc. | 0.63% | Add +8.3% | 401,365 | $11.2M |
| &partners | 0.13% | Add +19.5% | 407,853 | $11.2M |
| Pinkerton Wealth, LLC | 1.62% | Reduce -10.2% | 407,737 | $11.1M |
| Curbstone Financial Management Corp | 2.35% | Add +4.1% | 406,846 | $11.1M |
| Baker Ellis Asset Management LLC | 1.62% | Reduce -0.7% | 402,972 | $11.0M |
| Sims Investment Management, LLC | 6.13% | — | 396,869 | $10.8M |
| Clay Northam Wealth Management, LLC | 6.98% | Reduce -2.6% | 395,524 | $10.8M |
| Canvas Wealth Advisors, LLC | 2.70% | Add +3.7% | 394,157 | $10.8M |
| Albion Financial Group | 0.74% | Add +5.4% | 393,304 | $10.7M |
| Midwest Financial Group LLC | 6.12% | Add +0.8% | 389,900 | $10.7M |
| Summit Global Investments | 0.66% | Add +5.2% | 388,775 | $10.6M |
| Level Four Advisory Services, LLC | 0.43% | Reduce -68.3% | 386,146 | $10.5M |
| XML Financial, LLC | 0.96% | Add +5.0% | 382,968 | $10.5M |
| BlueChip Wealth Advisors LLC | 5.75% | Add +5.4% | 379,264 | $10.4M |
| DHJJ Financial Advisors, Ltd. | 4.01% | No change | 376,714 | $10.3M |
| Hazlett, Burt & Watson, Inc. | 4.55% | Add +0.3% | 376,106 | $10.3M |
| Merkkuri Wealth Advisors LLC | 8.10% | Add +3.1% | 375,023 | $10.2M |
| Winthrop Advisory Group LLC | 1.22% | Reduce -1.0% | 371,601 | $10.2M |
| Bernard Wealth Management Corp. | 4.78% | — | 371,458 | $10.1M |
| Pittenger & Anderson Inc. | 0.37% | Reduce -2.7% | 369,688 | $10.1M |
| Columbia Advisory Partners LLC | 9.30% | Reduce -21.9% | 365,881 | $10.0M |
| Red Mountain Financial, LLC | 10.61% | Add +2.5% | 361,083 | $9.9M |
| Scotia Capital Inc. | 0.05% | Add +1.1% | 360,761 | $9.9M |
| Meridian Financial Advisors, LLC | 6.76% | Reduce -1.4% | 358,527 | $9.8M |
| Spreng Capital Management, Inc. | 4.36% | Add +4.8% | 357,740 | $9.8M |
| Yelin Lapidot Holdings Management Ltd. | 1.69% | Reduce -19.1% | 355,841 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.71% | Reduce -41.7% | 355,039 | $9.7M |
| Juncture Wealth Strategies, LLC | 3.61% | Add +8.2% | 354,989 | $9.7M |
| Bell Investment Advisors, Inc | 1.81% | Add +2.7% | 354,699 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +12.9% | 353,594 | $9.7M |
| FRG Family Wealth Advisors LLC | 1.75% | Reduce -6.1% | 353,395 | $9.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.45% | No change | 351,734 | $9.6M |
| Garden State Investment Advisory Services LLC | 2.94% | Add +2.0% | 350,062 | $9.6M |
| Curtis Advisory Group, LLC | 2.50% | Add +13.3% | 346,246 | $9.5M |
| Principal Securities, Inc. | 0.21% | Add +3.6% | 345,972 | $9.5M |
| YHB Investment Advisors, Inc. | 0.78% | Add +0.5% | 345,864 | $9.4M |
| Charles Schwab Trust Co | 0.81% | Add +2.9% | 344,670 | $9.4M |
| Coastwise Capital Group, LLC | 7.46% | Reduce -4.3% | 341,665 | $9.3M |
| EWG Elevate Inc. | 2.84% | New | 340,952 | $9.3M |
| Guardian Wealth Management, Inc. | 6.34% | Add +598.0% | 340,460 | $9.3M |
| Benjamin Edwards Inc. | 0.13% | Reduce -1.3% | 336,090 | $9.2M |
| MFA Wealth Services | 7.34% | — | 334,940 | $9.2M |
| Sheets Smith Wealth Management | 1.11% | Reduce -0.1% | 332,771 | $9.1M |
| Fairway Financial, LLC | 8.29% | — | 332,422 | $9.1M |
| Edge Capital Group, LLC | 0.40% | Add +0.3% | 331,969 | $9.1M |
| Cordgrass Capital Advisors, LLC | 2.62% | Add +5.4% | 330,142 | $9.0M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -5.5% | 328,384 | $9.0M |
| Next Level Wealth Planning, LLC | 7.03% | — | 327,211 | $8.9M |
| TRUE Private Wealth Advisors | 1.09% | Add +12.6% | 327,184 | $8.9M |
| DAVENPORT & Co LLC | 0.05% | Add +7.5% | 327,018 | $8.9M |
| Magnolia Capital Advisors LLC | 2.28% | Add +6.3% | 322,747 | $8.8M |
| Benchmark Financial Wealth Advisors, LLC | 2.82% | Add +5.9% | 321,972 | $8.8M |
| MADDEN SECURITIES Corp | 3.47% | Add +3.4% | 317,414 | $8.7M |
| TruWealth Advisors, LLC | 0.52% | Reduce -1.3% | 315,091 | $8.6M |
| Avant Capital LLC | 7.12% | — | 314,271 | $8.6M |
| Integral Investment Advisors, Inc. | 2.77% | Add +1.4% | 312,701 | $8.5M |
| Joseph Group Capital Management | 3.36% | Reduce -1.0% | 312,184 | $8.5M |
| Summit Financial, LLC | 0.30% | Add +755.4% | 311,603 | $8.5M |
| New England Private Wealth Advisors LLC | 1.34% | Add +7.3% | 309,589 | $8.5M |
| Atlantic Union Bankshares Corp | 0.49% | Add +14.0% | 308,039 | $8.4M |
| Verus Capital Partners, LLC | 0.80% | Add +4.7% | 307,618 | $8.4M |
| Citizens Financial Group Inc. | 0.16% | Add +17.6% | 303,142 | $8.3M |
| John W. Brooker & Co., CPAs | 3.56% | Add +0.5% | 301,896 | $8.2M |
| Sendero Wealth Management, LLC | 1.23% | Add +13.3% | 301,260 | $8.2M |
| Keystone Financial Group, Inc. | 6.64% | — | 299,981 | $8.2M |
| HBW Advisory Services LLC | 0.84% | Reduce -1.6% | 299,149 | $8.2M |
| Davis Capital Management | 6.65% | Reduce -6.9% | 298,672 | $8.2M |
| Bridgewealth Advisory Group, LLC | 2.31% | Reduce -23.2% | 292,747 | $8.2M |
| Prosperitas Financial LLC | 4.06% | Add +3.6% | 293,868 | $8.0M |
| CW Advisors, LLC | 0.11% | Reduce -0.5% | 293,119 | $8.0M |
| JT Stratford LLC | 1.32% | Add +6.7% | 292,797 | $8.0M |
| Global Financial Private Client, LLC | 2.97% | Reduce -0.3% | 290,319 | $7.9M |
| Ted Buchan & Co | 3.71% | Add +1.6% | 287,782 | $7.9M |
| NBT Bank, N.A. | 0.54% | Reduce -1.9% | 286,366 | $7.8M |
| BCS Wealth Management | 1.94% | New | 285,294 | $7.8M |
| Robbins Farley | 3.80% | Reduce -0.5% | 285,170 | $7.8M |
| Womack Financial LLC | 6.88% | — | 283,930 | $7.8M |
| Silver Oak Securities, Incorporated | 0.72% | Reduce -27.5% | 283,709 | $7.7M |
| Apriem Advisors | 0.88% | Add +22.6% | 282,139 | $7.7M |
| Tull Financial Group, Inc. | 4.65% | Reduce -59.5% | 282,070 | $7.7M |
| Bruce G. Allen Investments, LLC | 6.25% | Add +4.2% | 281,838 | $7.7M |
| MTM Financial Group, LLC | 4.60% | Reduce -1.1% | 282,269 | $7.7M |
| Spire Wealth Management | 0.24% | Reduce -3.8% | 281,106 | $7.7M |
| Jane Street Group, LLC | 0.01% | Add +276.6% | 280,278 | $7.7M |
| Penney Financial, LLC | 5.11% | Add +3.0% | 278,722 | $7.6M |
| Platform Technology Partners | 2.30% | Add +10.2% | 278,382 | $7.6M |
| Sage Financial Management Group, Inc. | 2.81% | Add +7.8% | 278,080 | $7.6M |
| Signal Advisors Wealth, LLC | 0.86% | Add +11.3% | 277,296 | $7.6M |
| O'Connor Financial Group LLC | 3.95% | Add +8.2% | 276,486 | $7.6M |
| MBA Advisors LLC | 3.83% | Add +1.8% | 276,316 | $7.5M |
| AE Wealth Management LLC | 0.06% | Reduce -36.7% | 275,169 | $7.5M |
| ORG Partners LLC | 1.02% | Reduce -0.2% | 270,934 | $7.4M |
| Alpha Omega Group, Inc. | 8.67% | Add +3.0% | 269,389 | $7.4M |
| Pps&v Asset Management Consultants, Inc. | 4.96% | Add +1.9% | 268,819 | $7.3M |
| Foguth Wealth Management, LLC. | 1.92% | Add +19.9% | 261,167 | $7.3M |
| Second Half Financial Partners, LLC | 3.56% | Reduce -15.0% | 266,676 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -11.6% | 265,572 | $7.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -11.6% | 265,572 | $7.3M |
| Custos Family Office, LLC | 2.54% | Add +0.3% | 265,227 | $7.2M |
| Quadrature Capital Ltd | 0.14% | New | 264,028 | $7.2M |
| Navalign, LLC | 2.11% | Add +6.4% | 262,236 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.53% | Reduce -3.4% | 261,438 | $7.1M |
| Cahill Financial Advisors Inc. | 0.96% | Add +17.0% | 260,199 | $7.1M |
| Meridian Wealth Management, LLC | 0.34% | Add +2.0% | 259,558 | $7.1M |
| Mayflower Financial Advisors, LLC | 1.05% | Add +14.6% | 258,139 | $7.1M |
| HRC Wealth Management, LLC | 4.18% | Add +1.1% | 257,981 | $7.0M |
| Strategic Wealth Partners, Ltd. | 0.58% | Reduce -0.8% | 252,944 | $7.0M |
| Donaldson Capital Management, LLC | 0.27% | Add +3.7% | 257,709 | $7.0M |
| HBK Sorce Advisory LLC | 0.21% | Add +9.2% | 257,509 | $7.0M |
| USAdvisors Wealth Management, LLC | 2.29% | Reduce -1.6% | 257,467 | $7.0M |
| Johnson & White Wealth Management, LLC | 4.22% | New | 256,072 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +15.8% | 253,449 | $6.9M |
| Guardian Financial Partners, LLC | 4.09% | Add +7.5% | 251,850 | $6.9M |
| Milestone Investment Advisors LLC | 1.87% | Add +0.5% | 251,769 | $6.9M |
| Clearstead Advisors, LLC | 0.10% | Reduce -0.5% | 251,548 | $6.9M |
| Per Stirling Capital Management, LLC. | 0.97% | Reduce -7.0% | 250,047 | $6.8M |
| Synergy Investment Management, LLC | 2.93% | — | 249,318 | $6.8M |
| Belpointe Asset Management LLC | 0.41% | Reduce -28.4% | 149,115 | $6.8M |
| Obsidian Personal Planning Solutions LLC | 3.27% | Reduce -64.9% | 243,742 | $6.8M |
| Essential Planning, LLC. | 0.04% | New | 210,058 | $6.8M |
| Continuum Advisory, LLC | 0.87% | Reduce -65.8% | 247,330 | $6.8M |
| Family Investment Center, Inc. | 1.68% | Add +0.4% | 242,663 | $6.6M |
| CapWealth Advisors, LLC | 0.73% | Add +2.0% | 242,288 | $6.6M |
| Carnegie Investment Counsel | 0.19% | Add +1.4% | 240,564 | $6.6M |
| HC Advisors, LLC | 5.26% | Add +2.3% | 240,094 | $6.6M |
| Burns Matteson Capital Management, LLC | 3.67% | Reduce -1.3% | 239,658 | $6.5M |
| MSH Capital Advisors LLC | 2.06% | Add +9.1% | 239,597 | $6.5M |
| Visionary Wealth Advisors | 0.38% | Add +2.8% | 239,246 | $6.5M |
| Arax Advisory Partners | 0.41% | Add +22.5% | 238,967 | $6.5M |
| Old Port Advisors | 1.87% | Add +2.6% | 238,617 | $6.5M |
| Benchmark Wealth Management, LLC | 3.20% | No change | 238,090 | $6.5M |
| Bensler, LLC | 0.77% | Reduce -9.8% | 237,566 | $6.5M |
| Brown Advisory Inc. | 0.01% | Reduce -1.5% | 237,006 | $6.5M |
| Gunma Bank,Ltd. | 2.12% | Reduce -2.1% | 235,000 | $6.4M |
| High Net Worth Advisory Group LLC | 1.79% | Add +3.8% | 234,670 | $6.4M |
| Cornerstone Planning Group LLC | 1.57% | Reduce -70.2% | 224,966 | $6.4M |
| Paradigm Capital Management, LLC | 6.01% | Add +1.4% | 232,246 | $6.3M |
| Accredited Wealth Management, LLC | 5.53% | — | 231,204 | $6.3M |
| Diversify Wealth Management, LLC | 0.49% | Reduce -66.0% | 233,549 | $6.3M |
| Crescent Sterling, Ltd. | 6.45% | Add +6.2% | 230,204 | $6.3M |
| NCM Capital Management, LLC | 2.83% | Add +7.6% | 229,713 | $6.3M |
| Western Wealth Management, LLC | 0.34% | Reduce -2.0% | 229,455 | $6.3M |
| Csenge Advisory Group | 0.34% | Reduce -65.8% | 229,340 | $6.3M |
| Caprock Group, LLC | 0.20% | Reduce -4.0% | 227,492 | $6.2M |
| World Investment Advisors | 0.17% | Add +4.7% | 226,711 | $6.2M |
| PCA Investment Advisory Services Inc. | 2.86% | Add +3.5% | 225,843 | $6.2M |
| Smith, Moore & Co. | 0.56% | Reduce -0.6% | 225,472 | $6.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +8235.0% | 225,046 | $6.1M |
| Tudor Financial Inc. | 3.59% | Add +0.2% | 224,424 | $6.1M |
| TrueWealth Advisors, LLC | 2.04% | Reduce -15.6% | 224,124 | $6.1M |
| Nwam LLC | 0.38% | Add +5.0% | 223,971 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +28.9% | 223,803 | $6.1M |
| Lion Street Advisors, LLC | 1.95% | Add +20.5% | 223,346 | $6.1M |
| Pennsylvania Capital Management Inc. | 2.10% | Reduce -8.1% | 223,290 | $6.1M |
| Armor Investment Advisors, LLC | 2.50% | Add +0.8% | 223,049 | $6.1M |
| Financial Partners Group, Inc | 0.89% | Add +1445.3% | 222,948 | $6.1M |
| Flagship Wealth Advisors, LLC | 3.56% | — | 221,584 | $6.1M |
| Fifth Third Wealth Advisors LLC | 0.33% | Add +11.2% | 221,281 | $6.0M |
| Michels Family Financial, LLC | 5.53% | — | 220,974 | $6.0M |
| Global Strategic Investment Solutions, LLC | 0.70% | No change | 218,814 | $6.0M |
| Apollon Wealth Management, LLC | 0.14% | Add +3.6% | 218,320 | $6.0M |
| WealthPLAN Partners, LLC | 0.84% | Add +5.7% | 217,555 | $5.9M |
| Red Door Wealth Management, LLC | 0.91% | Reduce -2.0% | 216,604 | $5.9M |
| Savvy Advisors, Inc. | 0.71% | Add +270.4% | 215,101 | $5.9M |
| Hofer & Associates. Inc | 3.93% | Add +1.0% | 214,148 | $5.9M |
| St. Johns Investment Management Company, LLC | 2.71% | Reduce -0.4% | 212,795 | $5.8M |
| Legacy Private Trust Co. | 0.38% | Reduce -1.3% | 212,492 | $5.8M |
| D.B. Root & Company, LLC | 1.83% | Add +5.7% | 210,967 | $5.8M |
| Investors Research Corp | 1.26% | Add +6.7% | 210,522 | $5.8M |
| Econ Financial Services Corp | 3.30% | New | 210,387 | $5.7M |
| Montis Financial, LLC | 1.76% | Add +14.7% | 208,317 | $5.7M |
| Money Concepts Capital Corp. | 0.42% | Add +1.8% | 207,852 | $5.7M |
| Rovin Capital /Ut/ | 2.04% | Add +22.4% | 207,340 | $5.7M |
| Alliance Wealth Management Group | 1.51% | Reduce -2.7% | 206,821 | $5.7M |
| Towercrest Capital Management | 0.91% | Reduce -2.7% | 206,821 | $5.7M |
| Channel Wealth LLC | 1.84% | Add +31.1% | 206,440 | $5.6M |
| Cyr Financial Inc. | 5.13% | Add +32.6% | 205,951 | $5.6M |
| Pinnacle Financial Partners Inc | 0.11% | Reduce -5.7% | 205,750 | $5.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -62.7% | 205,747 | $5.6M |
| Future Financial Wealth Managment LLC | 4.10% | Add +4.5% | 204,932 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +37.0% | 203,445 | $5.6M |
| Evolution Wealth Advisors, LLC | 0.92% | Add +3.1% | 202,155 | $5.5M |
| KCM Investment Advisors LLC | 0.19% | Reduce -3.2% | 200,934 | $5.5M |
| Personal Cfo Solutions, LLC | 1.08% | Add +1.7% | 200,667 | $5.5M |
| WPG Advisers, LLC | 5.06% | — | 199,315 | $5.4M |
| Goldstone Financial Group, LLC | 0.85% | Add +2.5% | 198,687 | $5.4M |
| Friday Financial | 3.73% | — | 198,323 | $5.4M |
| Strategic Financial Concepts, LLC | 1.04% | Add +74.5% | 198,169 | $5.4M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +4.3% | 197,642 | $5.4M |
| Alpha Omega Wealth Management LLC | 1.02% | Reduce -3.7% | 197,499 | $5.4M |
| Centric Wealth Management | 1.45% | Reduce -66.7% | 196,532 | $5.4M |
| Advisors Capital Management, LLC | 0.08% | Add +1.3% | 196,194 | $5.4M |
| EP Wealth Advisors, LLC | 0.04% | Add +3.6% | 196,138 | $5.4M |
| Arrowroot Family Office, LLC | 2.78% | Add +0.9% | 195,590 | $5.3M |
| Hilltop Holdings Inc. | 0.34% | Add +0.3% | 195,214 | $5.3M |
| Transform Wealth, LLC | 0.29% | Add +38.7% | 192,865 | $5.3M |
| Asset Planning Corporation | 3.29% | Reduce -22.2% | 192,539 | $5.3M |
| Mission Hills Financial Advisory, LLC | 4.08% | Reduce -63.4% | 192,381 | $5.3M |
| Smart Money Group LLC | 1.81% | Reduce -68.3% | 192,237 | $5.3M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Reduce -8.9% | 191,935 | $5.2M |
| Perigon Wealth Management, LLC | 0.13% | Add +3.9% | 186,613 | $5.2M |
| First National Trust Co | 0.19% | Reduce -0.9% | 189,194 | $5.2M |
| Pallas Capital Advisors LLC | 0.22% | Reduce -66.0% | 188,875 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +22.6% | 187,235 | $5.1M |
| FLC Capital Advisors | 1.18% | Reduce -1.8% | 187,024 | $5.1M |
| Barnes Pettey Financial Advisors, LLC | 3.89% | Add +2.3% | 186,708 | $5.1M |
| Comerica Bank | 0.02% | Reduce -9.0% | 186,098 | $5.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.86% | Add +3.3% | 185,393 | $5.1M |
| United Bank | 2.12% | Add +0.5% | 184,029 | $5.0M |
| Auxano Advisors, LLC | 1.26% | Add +0.6% | 183,311 | $5.0M |
| Journey Beyond Wealth, LLC | 4.71% | — | 183,299 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | No change | 183,006 | $5.0M |
| Sei Investments Co. | 0.01% | Reduce -5.3% | 181,813 | $5.0M |
| Beacon Financial Planning, Inc. | 2.89% | Add +11.2% | 181,630 | $5.0M |
| Talisman Wealth Advisors LLC | 5.25% | Add +21.2% | 181,007 | $4.9M |
| Phil A. Younker & Associates, Ltd. | 4.93% | — | 180,517 | $4.9M |
| Composition Wealth, LLC | 0.10% | Reduce -26.8% | 180,316 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -0.2% | 180,207 | $4.9M |
| Metropolitan Life Insurance Co | 1.95% | Reduce -26.6% | 180,000 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -0.7% | 179,593 | $4.9M |
| GM Advisory Group, LLC | 0.27% | Add +20.3% | 179,364 | $4.9M |
| Fagan Associates, Inc. | 0.78% | Reduce -1.0% | 178,912 | $4.9M |
| Kellett Wealth Advisors, LLC | 3.32% | Reduce -4.9% | 176,862 | $4.8M |
| Texas Yale Capital Corp. | 0.19% | Add +2.3% | 175,064 | $4.8M |
| Berkeley, Inc | 2.47% | Reduce -48.6% | 174,825 | $4.8M |
| Capital Fund Management S.A. | 0.05% | Add +349.4% | 174,018 | $4.8M |
| Boston Financial Mangement LLC | 0.14% | Reduce -0.5% | 173,627 | $4.7M |
| Hopwood Financial Services, Inc. | 3.56% | — | 172,188 | $4.7M |
| Martin Worley Group | 2.93% | — | 171,429 | $4.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.95% | Add +99.4% | 170,504 | $4.7M |
| Warwick Investment Management, Inc. | 0.96% | Reduce -1.1% | 170,461 | $4.7M |
| Compound Planning, Inc. | 0.23% | Add +57.6% | 169,673 | $4.6M |
| Broadleaf Partners, LLC | 1.08% | Add +4.0% | 169,188 | $4.6M |
| LexAurum Advisors, LLC | 0.92% | Reduce -29.2% | 169,127 | $4.6M |
| Argent Trust Co | 0.19% | No change | 168,834 | $4.6M |
| Rollins Financial Advisors, LLC | 0.72% | Reduce -1.5% | 168,656 | $4.6M |
| Cutler Investment Counsel LLC | 0.57% | Add +6.1% | 168,100 | $4.6M |
| Scissortail Wealth Management, LLC | 1.18% | Add +35350.0% | 168,033 | $4.6M |
| Insight Advisors, LLC/ PA | 0.78% | Add +14.7% | 168,054 | $4.6M |
| FSC Wealth Advisors, LLC | 2.92% | Add +0.4% | 166,017 | $4.5M |
| Alkeme Wealth, LLC | 2.07% | Add +2.1% | 165,729 | $4.5M |
| Concord Wealth Partners | 0.74% | Reduce -4.3% | 165,512 | $4.5M |
| Certior Financial Group, LLC | 4.01% | — | 165,219 | $4.5M |
| AssuredPartners Investment Advisors, LLC | 0.88% | — | 164,912 | $4.5M |
| JPL Wealth Management, LLC | 1.29% | — | 164,909 | $4.5M |
| Barry Investment Advisors, LLC | 1.45% | Add +15.3% | 164,797 | $4.5M |
| WealthCare Investment Partners, LLC | 1.96% | Reduce -14.4% | 164,860 | $4.5M |
| OLIO Financial Planning | 1.58% | Add +6.5% | 164,378 | $4.5M |
| Hamel Associates, Inc. | 1.43% | Add +42.3% | 163,121 | $4.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +11.6% | 162,888 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.21% | No change | 162,088 | $4.4M |
| Intrua Financial, LLC | 0.72% | Reduce -0.9% | 161,907 | $4.4M |
| Cape Investment Advisory, Inc. | 1.73% | Reduce -0.3% | 161,656 | $4.4M |
| Panoramic Investment Advisors, LLC | 2.88% | Reduce -4.4% | 161,629 | $4.4M |
| Valley Forge Investment Consultants Inc. Adv | 1.51% | Reduce -6.4% | 161,159 | $4.4M |
| Breakwater Investment Management | 1.87% | Reduce -3.0% | 161,099 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +2.8% | 160,778 | $4.4M |
| Alpha Cubed Investments, LLC | 0.20% | Add +2.1% | 160,765 | $4.4M |
| AMG National Trust Bank | 0.12% | Reduce -1.2% | 159,768 | $4.4M |
| MRWM Advisors, LLC | 3.41% | — | 159,388 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.93% | Add +2.4% | 158,976 | $4.3M |
| Access Financial Services, Inc. | 1.91% | Reduce -2.0% | 157,299 | $4.3M |
| Holos Integrated Wealth LLC | 2.92% | — | 156,165 | $4.3M |
| Insigneo Advisory Services, LLC | 0.44% | Add +28.6% | 155,006 | $4.2M |
| Three Magnolias Financial Advisors, LLC | 4.45% | — | 154,792 | $4.2M |
| Private Portfolio Partners LLC | 0.77% | Add +1.5% | 154,097 | $4.2M |
| Cambridge Advisors Inc. | 0.94% | Add +1.4% | 153,528 | $4.2M |
| Cresta Advisors, Ltd. | 2.18% | Reduce -66.7% | 49,341 | $4.2M |
| Shepherd Kaplan Krochuk, LLC | 3.48% | Add +6.9% | 152,197 | $4.2M |
| Fifth Third Securities, Inc. | 0.35% | Add +7.5% | 152,125 | $4.2M |
| Smithfield Trust Co | 0.21% | No change | 151,749 | $4.1M |
| Keystone Financial Services, LLC | 3.79% | — | 151,252 | $4.1M |
| Moran Wealth Management, LLC | 0.13% | Add +42.2% | 150,921 | $4.1M |
| Pathway Financial Advisers, LLC | 1.37% | Add +0.9% | 149,849 | $4.1M |
| FreeGulliver LLC | 2.12% | Add +0.9% | 148,787 | $4.1M |
| Game Plan Financial Advisors, LLC | 2.15% | Add +0.1% | 149,159 | $4.1M |
| Eastern Bank | 0.08% | Reduce -15.0% | 148,433 | $4.1M |
| Asset Allocation & Management Company, LLC | 2.20% | Add +33.3% | 147,168 | $4.0M |
| PFG Investments, LLC | 0.25% | Add +89.3% | 147,065 | $4.0M |
| Avidian Wealth Enterprises, LLC | 0.18% | Add +10.3% | 146,742 | $4.0M |
| SVB Wealth LLC | 0.07% | New | 145,956 | $4.0M |
| Nabity-Jensen Investment Management Inc | 3.00% | Add +0.1% | 145,509 | $4.0M |
| Northwest Capital Management Inc | 1.70% | Reduce -0.4% | 145,360 | $4.0M |
| McAdam, LLC | 0.22% | Reduce -2.0% | 145,070 | $4.0M |
| US Bancorp \de | 0.01% | Reduce -4.5% | 144,287 | $3.9M |
| Genesee Capital Advisors, LLC | 1.83% | Add +46.9% | 144,086 | $3.9M |
| Good Life Advisors, LLC | 0.29% | Add +0.3% | 143,910 | $3.9M |
| Paladin Advisory Group, LLC | 3.01% | Add +3.8% | 143,791 | $3.9M |
| DMKC Advisory Services, LLC | 3.55% | — | 143,389 | $3.9M |
| Roundview Capital LLC | 0.27% | Reduce -3.6% | 143,385 | $3.9M |
| Foundations Investment Advisors, LLC | 0.08% | Add +15.0% | 142,931 | $3.9M |
| Northstar Group, Inc. | 0.68% | Reduce -3.1% | 142,910 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +10.2% | 142,844 | $3.9M |
| Spectrum Wealth Counsel, LLC | 0.46% | Add +1.1% | 142,639 | $3.9M |
| Madison Asset Management, LLC | 0.04% | No change | 142,530 | $3.9M |
| Madison Investment Advisors, LLC | 0.04% | — | 142,530 | $3.9M |
| Lynch & Associates | 0.84% | Add +8.4% | 142,063 | $3.9M |
| ProVise Management Group, LLC | 0.33% | Reduce -11.6% | 141,866 | $3.9M |
| Axis Wealth Partners, LLC | 3.25% | — | 140,945 | $3.9M |
| MOKAN Wealth Management Inc. | 2.44% | — | 140,532 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +19.7% | 140,393 | $3.8M |
| B & T Capital Management DBA Alpha Capital Management | 0.69% | Reduce -2.0% | 138,128 | $3.8M |
| Wedbush Securities Inc. | 0.13% | Add +3.0% | 136,952 | $3.7M |
| Ahl Investment Management, Inc. | 2.58% | Reduce -0.2% | 135,118 | $3.7M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 134,415 | $3.7M |
| Roman Butler Fullerton & Co. | 1.17% | Reduce -65.2% | 128,945 | $3.7M |
| Savoie Capital LLC | 0.44% | No change | 133,800 | $3.7M |
| Vista Cima Wealth Management LLC | 3.78% | — | 133,003 | $3.6M |
| Compass Financial Group, INC | 0.68% | Add +2.7% | 132,107 | $3.6M |
| WBH Advisory Inc. | 0.33% | Reduce -1.3% | 131,939 | $3.6M |
| Clark Financial Services Group Inc. | 2.74% | Reduce -1.3% | 131,042 | $3.6M |
| Camden National Bank | 0.53% | Add +10.7% | 130,610 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -3.0% | 130,374 | $3.6M |
| Simon Quick Advisors, LLC | 0.21% | Add +1.6% | 130,320 | $3.6M |
| White Lighthouse Investment Management Inc. | 0.63% | Add +1.7% | 130,267 | $3.6M |
| Gradient Capital Advisors, LLC | 1.15% | Add +0.2% | 130,147 | $3.6M |
| LPF Advisors LLC | 2.97% | Add +4.3% | 130,146 | $3.6M |
| Orion Capital Management LLC | 1.56% | Add +2.9% | 129,863 | $3.5M |
| Members Wealth LLC | 2.65% | — | 128,225 | $3.5M |
| Ellenbecker Investment Group | 0.63% | Add +8.5% | 128,804 | $3.5M |
| Everhart Financial Group, Inc. | 0.72% | Reduce -9.4% | 128,601 | $3.5M |
| Trust Co | 0.40% | Add +3.8% | 128,377 | $3.5M |
| Smartleaf Asset Management LLC | 0.36% | Add +3.5% | 128,727 | $3.5M |
| Worth Financial Advisory Group, LLC | 2.12% | Reduce -0.4% | 126,383 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.19% | Reduce -29.8% | 126,153 | $3.4M |
| McGrath & Associates, Inc. | 6.91% | — | 125,336 | $3.4M |
| Bfsg, LLC | 0.40% | Add +12.6% | 125,159 | $3.4M |
| Capasso Planning Partners LLC | 1.37% | Reduce -54.2% | 125,098 | $3.4M |
| Sachetta, LLC | 1.34% | Add +4.3% | 124,709 | $3.4M |
| Sovran Advisors, LLC | 0.49% | — | 123,712 | $3.4M |
| Vermillion Wealth Management, Inc. | 1.73% | — | 123,549 | $3.4M |
| Soltis Investment Advisors LLC | 0.31% | Reduce -1.5% | 123,543 | $3.4M |
| LVM Capital Management Ltd. | 0.36% | Add +2.5% | 123,036 | $3.4M |
| Commerce Bank | 0.02% | Reduce -2.7% | 122,812 | $3.4M |
| Pitcairn Co. | 0.20% | No change | 122,334 | $3.3M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.2% | 121,944 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 121,586 | $3.3M |
| Warner Financial, Inc. | 1.43% | Add +54.4% | 121,551 | $3.3M |
| Cowa, LLC | 1.62% | Add +1.4% | 121,473 | $3.3M |
| Capital Investment Counsel, LLC | 0.55% | Add +11.9% | 121,356 | $3.3M |
| Retireful, LLC | 1.86% | New | 120,885 | $3.3M |
| Nikulski Financial, Inc. | 0.97% | Reduce -0.4% | 120,560 | $3.3M |
| Centaurus Financial, Inc. | 0.20% | Reduce -2.6% | 120,308 | $3.3M |
| CORDA Investment Management, LLC. | 0.26% | New | 120,080 | $3.3M |
| SeaCrest Wealth Management, LLC | 0.34% | Add +0.8% | 119,959 | $3.3M |
| TPG Advisors LLC | 2.54% | Add +3.9% | 118,810 | $3.2M |
| Capital Investment Advisory Services, LLC | 0.31% | Reduce -3.4% | 117,791 | $3.2M |
| Capital Square, LLC | 1.82% | Add +5.5% | 114,295 | $3.2M |
| Florida Financial Advisors, LLC | 1.42% | Add +17.8% | 116,428 | $3.2M |
| Ascentis Independent Advisors | 0.61% | Add +1.4% | 116,268 | $3.2M |
| Smith Anglin Financial, LLC | 0.30% | Reduce -1.4% | 115,861 | $3.2M |
| Financial Designs Corp | 2.07% | Reduce -4.1% | 115,249 | $3.1M |
| Cypress Wealth Services, LLC | 0.63% | Add +5.1% | 115,184 | $3.1M |
| Anchor Investment Management, LLC | 0.29% | Reduce -0.5% | 115,007 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.95% | No change | 114,521 | $3.1M |
| Emerald Advisors, LLC | 0.43% | Reduce -65.9% | 113,938 | $3.1M |
| Headinvest, LLC | 0.59% | Add +1.4% | 113,626 | $3.1M |
| Madden Advisory Services, Inc. | 1.42% | Add +0.4% | 112,347 | $3.1M |
| Eagle Ridge Investment Management | 0.27% | No change | 112,330 | $3.1M |
| Cambridge Financial Group, LLC | 1.31% | Reduce -4.9% | 112,226 | $3.1M |
| Concord Asset Management, LLC | 0.67% | Add +21.9% | 111,322 | $3.0M |
| Triton Wealth Management, PLLC | 1.56% | Reduce -1.7% | 104,342 | $3.0M |
| Capital Analysts, LLC | 0.12% | Reduce -1.5% | 110,976 | $3.0M |
| Glassy Mountain Advisors, Inc. | 1.04% | Add +9.3% | 110,704 | $3.0M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -9.1% | 110,598 | $3.0M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -4.8% | 110,282 | $3.0M |
| Eldridge Investment Advisors, Inc. | 0.70% | Add +1.6% | 110,055 | $3.0M |
| Jacobi Capital Management LLC | 0.22% | Add +0.4% | 109,690 | $3.0M |
| Adapt Wealth Advisors, LLC | 1.47% | Reduce -4.2% | 109,649 | $3.0M |
| World Equity Group, Inc. | 0.64% | Add +154.5% | 109,236 | $3.0M |
| StoneX Group Inc. | 0.16% | Add +166.5% | 108,790 | $3.0M |
| Advisors Management Group Inc. | 0.70% | Add +13.8% | 108,572 | $3.0M |
| Bessemer Group Inc. | 0.00% | No change | 108,333 | $3.0M |
| CAP Partners, LLC | 2.08% | Add +1.4% | 107,760 | $2.9M |
| Oxinas Partners, LLC | 1.73% | Add +16.3% | 107,734 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Add +8.1% | 107,664 | $2.9M |
| Bluespring Wealth Management, LLC | 0.30% | Add +1.0% | 107,261 | $2.9M |
| Sandy Spring Bank | 0.12% | Add +4.3% | 106,867 | $2.9M |
| Journey Strategic Wealth LLC | 0.11% | Add +6.8% | 106,573 | $2.9M |
| Chesapeake Wealth Management | 1.00% | Add +1.0% | 106,446 | $2.9M |
| Brighton Jones LLC | 0.08% | Add +68.2% | 105,089 | $2.9M |
| Bank of Montreal | 0.00% | Add +2.8% | 104,522 | $2.9M |
| Transce3nd, LLC | 0.96% | — | 104,183 | $2.8M |
| Fortis Capital Management LLC | 0.53% | Add +7.1% | 104,055 | $2.8M |
| Prospera Financial Services Inc | 0.07% | Add +10.0% | 103,222 | $2.8M |
| Choate Investment Advisors | 0.07% | No change | 103,014 | $2.8M |
| Coordinated Financial Services, Inc. | 2.22% | — | 102,452 | $2.8M |
| AQR Capital Management | 0.00% | Add +11.9% | 102,420 | $2.8M |
| Physician Wealth Advisors, Inc. | 0.47% | Reduce -66.7% | 101,816 | $2.8M |
| Princeton Global Asset Management LLC | 0.52% | Reduce -1.9% | 101,386 | $2.8M |
| 10Elms LLP | 3.46% | — | 101,092 | $2.8M |
| Aspen Grove Capital, LLC | 0.58% | Add +2.1% | 100,953 | $2.8M |
| GPM Growth Investors, Inc. | 1.16% | Add +0.8% | 100,761 | $2.8M |
| Sfm, LLC | 1.94% | Reduce -0.7% | 100,747 | $2.8M |
| Aegis Wealth Management LLC | 1.85% | — | 100,144 | $2.7M |
| Beckerman Institutional, LLC | 2.19% | Add +5.8% | 100,068 | $2.7M |
| SpringVest Wealth Management LLC | 2.34% | — | 99,925 | $2.7M |
| Cynosure Group, LLC | 0.41% | No change | 99,603 | $2.7M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -5.5% | 99,273 | $2.7M |
| Secure Asset Management, LLC | 0.41% | Add +31.3% | 99,165 | $2.7M |
| Krilogy Financial LLC | 0.18% | Add +17.4% | 99,050 | $2.7M |
| MidAtlantic Capital Management, Inc. | 1.97% | Reduce -0.6% | 98,424 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -38.2% | 98,088 | $2.7M |
| Scott & Selber, Inc. | 0.81% | Reduce -2.4% | 98,005 | $2.7M |
| Stokes Family Office, LLC | 0.28% | Add +765.9% | 97,438 | $2.7M |
| Betterment LLC | 0.01% | Add +4.9% | 97,342 | $2.7M |
| Weaver Consulting Group | 0.82% | Add +2.3% | 97,310 | $2.7M |
| Savant Capital, LLC | 0.02% | Reduce -3.5% | 96,871 | $2.6M |
| First Heartland Consultants, Inc. | 0.27% | Add +9.8% | 96,809 | $2.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.24% | Add +1.1% | 96,606 | $2.6M |
| BLB&B Advisors, LLC | 0.13% | Reduce -6.0% | 96,589 | $2.6M |
| Independent Solutions Wealth Management, LLC | 0.57% | Reduce -4.8% | 96,058 | $2.6M |
| Register Financial Advisors LLC | 1.32% | Add +0.5% | 95,891 | $2.6M |
| Consolidated Portfolio Review Corp | 0.41% | Add +3.2% | 95,817 | $2.6M |
| Wolverine Trading, LLC | 0.06% | Add +952.5% | 95,739 | $2.6M |
| Allen Capital Group, LLC | 0.32% | Add +1.6% | 94,869 | $2.6M |
| Enclave Advisors LLC | 0.43% | Reduce -3.1% | 94,769 | $2.6M |
| CHB Investment Group, LLC | 1.41% | Reduce -3.2% | 94,728 | $2.6M |
| Mengis Capital Management, Inc. | 0.53% | Add +1.5% | 94,678 | $2.6M |
| Vident Advisory, LLC | 0.05% | No change | 94,503 | $2.6M |
| Collective Family Office LLC | 0.71% | Add +0.4% | 94,214 | $2.6M |
| FMA Wealth Management, LLC | 1.91% | Add +0.7% | 94,024 | $2.6M |
| IMC-Chicago, LLC | 0.07% | New | 93,901 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.81% | Add +1.6% | 93,830 | $2.6M |
| Welch & Forbes LLC | 0.03% | No change | 93,510 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 1.14% | Add +22.7% | 93,065 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -4.6% | 93,008 | $2.5M |
| Zullo Investment Group, Inc. | 1.01% | Reduce -7.7% | 92,010 | $2.5M |
| BCGM Wealth Management, LLC | 0.80% | Reduce -0.9% | 91,999 | $2.5M |
| Elevation Wealth Partners, LLC | 1.06% | Add +4.2% | 91,625 | $2.5M |
| Viawealth, LLC | 1.51% | Add +11.1% | 91,505 | $2.5M |
| Larson Financial Group LLC | 0.13% | Add +17.0% | 91,447 | $2.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -0.3% | 91,259 | $2.5M |
| Clearstead Trust, LLC | 0.54% | Add +31.8% | 91,223 | $2.5M |
| Forefront Wealth Partners, LLC | 1.86% | — | 91,221 | $2.5M |
| Guyasuta Investment Advisors Inc. | 0.16% | Add +4.1% | 90,582 | $2.5M |
| RIA Advisory Group LLC | 0.84% | Reduce -6.6% | 90,300 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -40.6% | 90,000 | $2.5M |
| Boyd Watterson Asset Management LLC | 0.69% | Add +11.5% | 89,993 | $2.5M |
| Wedmont Private Capital | 0.13% | Add +29.5% | 90,965 | $2.5M |
| Investment Advisory Group, LLC | 0.82% | Add +21.4% | 89,864 | $2.5M |
| Millennium Capital Advisors, LLC | 1.67% | Add +1.2% | 89,790 | $2.5M |
| Caldwell Trust Co | 0.26% | Reduce -4.7% | 89,531 | $2.4M |
| Berkshire Asset Management LLC | 0.12% | Reduce -2.7% | 86,750 | $2.4M |
| Crewe Advisors LLC | 0.33% | Reduce -2.8% | 88,441 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -30.7% | 88,386 | $2.4M |
| Aprio Wealth Management, LLC | 0.35% | Add +1.0% | 88,383 | $2.4M |
| Fermata Advisors, LLC | 0.45% | Add +14.2% | 87,858 | $2.4M |
| Great Waters Wealth Management | 0.31% | Reduce -0.9% | 87,742 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.46% | No change | 87,496 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +28.8% | 87,471 | $2.4M |
| Medallion Wealth Advisors, LLC | 1.18% | — | 86,964 | $2.4M |
| Bangor Savings Bank | 0.22% | Reduce -5.2% | 86,964 | $2.4M |
| Attessa Capital LLC | 1.61% | — | 86,467 | $2.4M |
| Atlas Wealth Partners, LLC | 2.96% | Add +7.6% | 85,709 | $2.3M |
| Wealthspan Partners, LLC | 1.11% | Add +77.5% | 85,308 | $2.3M |
| Sowell Financial Services LLC | 0.12% | Reduce -60.7% | 85,260 | $2.3M |
| Acas, LLC | 1.72% | Reduce -0.8% | 83,117 | $2.3M |
| Peoples Bank | 1.37% | Reduce -1.5% | 85,022 | $2.3M |
| CPC Advisors, LLC | 0.31% | Reduce -1.9% | 84,400 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +7.7% | 83,953 | $2.3M |
| Safeguard Investment Advisory Group, LLC | 0.63% | Add +809.2% | 83,930 | $2.3M |
| BKM Wealth Management, LLC | 0.94% | Add +32.3% | 83,736 | $2.3M |
| Arkadios Wealth Advisors | 0.12% | Add +4.4% | 83,114 | $2.3M |
| Opes Wealth Management LLC | 0.46% | Add +33.0% | 82,997 | $2.3M |
| Muirfield Wealth Advisors LLC | 1.86% | Add +2.0% | 82,475 | $2.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.53% | No change | 82,452 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Reduce -7.2% | 81,501 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.1% | 81,491 | $2.2M |
| Guild Investment Management, Inc. | 2.40% | New | 80,830 | $2.2M |
| Wealthgarden F.S. LLC | 2.06% | Add +2.4% | 80,772 | $2.2M |
| Titleist Asset Management, LLC | 0.25% | Reduce -4.9% | 80,758 | $2.2M |
| Silverlake Wealth Management LLC | 0.85% | Add +10.7% | 80,573 | $2.2M |
| CWS Financial Advisors, LLC | 0.71% | Add +16.6% | 80,121 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.80% | Add +0.2% | 79,793 | $2.2M |
| Petra Financial Advisors Inc. | 1.48% | Add +6.1% | 79,757 | $2.2M |
| Myecfo, LLC | 1.17% | Add +1.4% | 79,678 | $2.2M |
| Riggs Capital Management LLC | 2.12% | — | 79,076 | $2.2M |
| Private Trust Co. NA | 0.22% | No change | 78,663 | $2.1M |
| Creative Financial Designs Inc. | 0.17% | Add +8.1% | 78,581 | $2.1M |
| Optima Capital LLC | 1.47% | — | 77,768 | $2.1M |
| waypoint wealth counsel | 1.37% | Add +3.4% | 77,041 | $2.1M |
| Liberty One Investment Management, LLC | 0.23% | Reduce -5.4% | 76,741 | $2.1M |
| Revolve Wealth Partners, LLC | 0.31% | Add +2.3% | 76,685 | $2.1M |
| Legacy Advisors, LLC | 0.20% | Add +0.3% | 76,587 | $2.1M |
| Simplex Trading, LLC | 0.06% | Add +81.8% | 76,471 | $2.1M |
| Trivium Point Advisory, LLC | 0.26% | Reduce -68.4% | 76,250 | $2.1M |
| Heck Capital Advisors, LLC | 0.24% | Add +0.1% | 76,178 | $2.1M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.3% | 75,265 | $2.1M |
| Whitener Capital Management, Inc. | 0.57% | Reduce -1.6% | 74,778 | $2.0M |
| Zhang Financial LLC | 0.12% | New | 74,728 | $2.0M |
| Mitchell Sinkler & Starr | 0.54% | Add +1.4% | 74,725 | $2.0M |
| WT Wealth Management | 0.64% | Reduce -66.9% | 74,239 | $2.0M |
| Fjell Capital, LLC | 2.09% | — | 74,027 | $2.0M |
| Liberty Capital Management, Inc. | 0.45% | Reduce -0.5% | 73,886 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -21.8% | 73,625 | $2.0M |
| Richards, Merrill & Peterson, Inc. | 1.05% | — | 73,609 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +3.3% | 73,411 | $2.0M |
| Agate Pass Investment Management, LLC | 0.90% | Reduce -1.3% | 73,255 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.05% | — | 73,125 | $2.0M |
| Chris Bulman Inc | 1.26% | Add +158.7% | 72,292 | $2.0M |
| IRON Financial LLC | 1.10% | Add +3.5% | 71,920 | $2.0M |
| Aspen Wealth Strategies, LLC | 1.25% | Add +12.8% | 71,397 | $2.0M |
| Ieq Capital, LLC | 0.02% | Add +77.6% | 71,372 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Add +4.3% | 71,341 | $1.9M |
| Valeo Financial Advisors, LLC | 0.05% | Add +95.7% | 70,945 | $1.9M |
| Barnes Wealth Management Group, Inc | 1.30% | — | 70,792 | $1.9M |
| Miramar Capital, LLC | 0.46% | Add +155.4% | 70,386 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.76% | — | 70,266 | $1.9M |
| Indie Asset Partners, LLC | 1.50% | Add +0.9% | 70,101 | $1.9M |
| Davidson Trust Co. | 0.98% | Add +4.0% | 70,028 | $1.9M |
| West Oak Capital, LLC | 1.00% | Reduce -1.6% | 69,630 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +5.8% | 69,458 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -76.4% | 68,558 | $1.9M |
| Janney Capital Management LLC | 0.12% | Reduce -4.5% | 68,194 | $1.9M |
| Naples Global Advisors, LLC | 0.17% | Reduce -1.4% | 68,165 | $1.9M |
| OMNI 360 Wealth, Inc. | 1.23% | Add +0.9% | 67,892 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.24% | — | 67,774 | $1.9M |
| Hurley Capital, LLC | 1.49% | — | 67,408 | $1.8M |
| Debussy Capital Management LP | 0.28% | Add +26.6% | 64,830 | $1.8M |
| Trek Financial, LLC | 0.14% | Reduce -23.9% | 67,453 | $1.8M |
| LifeSteps Financial, Inc. | 1.41% | Add +6.1% | 67,403 | $1.8M |
| Graney & King, LLC | 1.39% | — | 67,364 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.45% | Reduce -3.6% | 66,859 | $1.8M |
| Safeguard Financial, LLC | 0.40% | Add +14.0% | 66,756 | $1.8M |
| Commonwealth Retirement Investments LLC | 0.75% | Reduce -10.8% | 66,731 | $1.8M |
| Planning Alternatives Ltd. | 0.28% | Reduce -2.7% | 66,558 | $1.8M |
| Cutter & CO Brokerage, Inc. | 0.44% | Add +1.2% | 66,271 | $1.8M |
| Guardian Asset Advisors, LLC | 1.16% | Add +46.9% | 66,228 | $1.8M |
| Pasadena Private Wealth, LLC | 0.37% | Add +1.4% | 66,170 | $1.8M |
| Verum Partners LLC | 0.52% | Reduce -0.9% | 65,762 | $1.8M |
| Fiducient Advisors LLC | 0.22% | Reduce -3.0% | 65,734 | $1.8M |
| Grantvest Financial Group LLC | 1.98% | — | 64,889 | $1.8M |
| Aurora Private Wealth, Inc. | 1.30% | Reduce -6.4% | 63,543 | $1.7M |
| Private Advisory Group LLC | 0.19% | Reduce -8.1% | 63,532 | $1.7M |
| Comprehensive Financial Planning, Inc. | 1.46% | — | 63,464 | $1.7M |
| Costello Asset Management, INC | 1.14% | Add +92.2% | 62,832 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +18.7% | 62,479 | $1.7M |
| Freestate Advisors LLC | 1.76% | Add +3.2% | 62,408 | $1.7M |
| Latitude Advisors, LLC | 0.96% | Add +12.2% | 62,140 | $1.7M |
| Embree Financial Group | 0.29% | Reduce -0.7% | 61,905 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -23.4% | 61,719 | $1.7M |
| Maple Capital Management, Inc. | 0.12% | Add +5.2% | 61,701 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.12% | Add +3.7% | 61,436 | $1.7M |
| Meridian Wealth Partners, LLC | 0.25% | Reduce -5.2% | 60,549 | $1.7M |
| North Star Investment Management Corp. | 0.11% | Add +16.2% | 60,381 | $1.6M |
| Fairscale Capital, LLC | 1.42% | No change | 60,311 | $1.6M |
| Asset Dedication, LLC | 0.13% | Reduce -25.1% | 60,196 | $1.6M |
| Tyler-Stone Wealth Management | 0.29% | Add +640.1% | 59,746 | $1.6M |
| Kovack Advisors, Inc. | 0.16% | Add +9.9% | 59,244 | $1.6M |
| West Bancorporation Inc. | 1.06% | Reduce -2.0% | 59,238 | $1.6M |
| Wingate Wealth Advisors, Inc. | 1.58% | — | 58,962 | $1.6M |
| RHS Financial, LLC | 0.83% | Reduce -4.4% | 58,937 | $1.6M |
| Wills Financial Group, Inc. | 0.69% | Add +2.2% | 58,916 | $1.6M |
| Modus Advisors, LLC | 0.50% | Reduce -0.2% | 58,402 | $1.6M |
| Teamwork Financial Advisors, LLC | 0.21% | Reduce -7.7% | 58,339 | $1.6M |
| Missouri Trust & Investment Co | 0.56% | Reduce -1.6% | 58,014 | $1.6M |
| United Advisor Group, LLC | 0.31% | Add +12.5% | 57,948 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +6.1% | 60,383 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +11.2% | 57,787 | $1.6M |
| Prospect Financial Services LLC | 0.86% | Add +36.7% | 57,733 | $1.6M |
| WealthPlan Investment Management, LLC | 0.16% | Add +4.9% | 57,678 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | No change | 57,630 | $1.6M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.1% | 57,322 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +3.0% | 57,019 | $1.6M |
| Evanson Asset Management, LLC | 0.11% | Add +28.9% | 56,715 | $1.5M |
| XY Planning Network, Inc. | 1.16% | — | 56,472 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Reduce -66.0% | 56,462 | $1.5M |
| Pacific Wealth Strategies Group, Inc. | 1.08% | Add +2.7% | 56,419 | $1.5M |
| Astoria Portfolio Advisors LLC. | 0.55% | Reduce -53.2% | 55,749 | $1.5M |
| WealthShield Partners, LLC | 0.22% | Add +10.9% | 56,103 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.12% | New | 54,729 | $1.5M |
| MAS Advisors LLC | 2.55% | Add +42.3% | 55,645 | $1.5M |
| Dechtman Wealth Management, LLC | 0.29% | Add +0.9% | 55,540 | $1.5M |
| Outfitters Financial LLC | 1.21% | Add +2.9% | 55,475 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Reduce -0.5% | 54,222 | $1.5M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +6.6% | 53,988 | $1.5M |
| Diversified Trust Co. | 0.04% | Reduce -2.0% | 53,949 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.13% | Reduce -0.9% | 53,487 | $1.5M |
| Core Wealth Advisors, Inc. | 0.48% | Add +9.1% | 53,375 | $1.5M |
| Wulff, Hansen & Co. | 1.38% | Add +1.7% | 53,215 | $1.5M |
| Capital Market Strategies LLC | 0.84% | Add +2.0% | 53,213 | $1.5M |
| Signet Investment Advisory Group, Inc. | 0.74% | Add +1.3% | 52,951 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | New | 53,049 | $1.4M |
| Signal Tree Financial Partners LLC | 1.68% | — | 52,456 | $1.4M |
| Clearview Wealth Advisors LLC | 1.09% | Reduce -18.4% | 52,321 | $1.4M |
| Elevate Wealth Advisory, Inc. | 1.07% | Add +18.1% | 53,068 | $1.4M |
| RDA Financial Network | 0.41% | Add +5.9% | 51,818 | $1.4M |
| Semus Wealth Partners LLC | 0.93% | Reduce -0.7% | 51,597 | $1.4M |
| Ehrlich Financial Group | 1.00% | Add +13.2% | 51,560 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.60% | Reduce -66.7% | 16,651 | $1.4M |
| Chapman Financial Group, LLC | 1.13% | — | 51,430 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +0.9% | 51,395 | $1.4M |
| Westbourne Investments, Inc. | 0.83% | — | 51,320 | $1.4M |
| Rockport Wealth LLC | 0.62% | Reduce -64.9% | 17,125 | $1.4M |
| Clarius Group, LLC | 0.10% | Add +17.8% | 50,976 | $1.4M |
| Compass Ion Advisors, LLC | 0.16% | Add +4.0% | 50,868 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +12.6% | 50,843 | $1.4M |
| Advisory Resource Group | 0.29% | Add +1.1% | 50,240 | $1.4M |
| Summit Wealth Partners, LLC | 0.28% | Reduce -4.3% | 50,179 | $1.4M |
| Aspiriant, LLC | 0.05% | Add +9.4% | 49,991 | $1.4M |
| JBR Co Financial Management Inc | 0.83% | Add +13.8% | 49,908 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 49,832 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.45% | Reduce -3.9% | 49,741 | $1.4M |
| Plancorp, LLC | 0.06% | Reduce -2.0% | 49,439 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -3.9% | 49,435 | $1.4M |
| Ameriflex Group, Inc. | 0.61% | — | 48,233 | $1.3M |
| Stewardship Advisors, LLC | 0.37% | Reduce -10.9% | 48,587 | $1.3M |
| REDW Wealth LLC | 0.46% | New | 48,503 | $1.3M |
| Note Advisors, LLC | 1.17% | — | 48,385 | $1.3M |
| BNC Wealth Management, LLC | 0.43% | Reduce -2.6% | 48,160 | $1.3M |
| North Forty Two & Co. | 1.52% | — | 48,158 | $1.3M |
| Thrive Wealth Management, LLC | 0.24% | Add +1.5% | 48,022 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +3.8% | 47,972 | $1.3M |
| Evergreen Wealth Management, LLC | 0.77% | Reduce -6.5% | 47,866 | $1.3M |
| WealthBridge Capital Management, LLC | 0.36% | Add +2.9% | 47,665 | $1.3M |
| Royal Capital Wealth Management, LLC | 0.91% | Add +0.2% | 47,506 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | No change | 47,193 | $1.3M |
| Elevation Capital Advisory, LLC | 0.55% | Add +7.3% | 46,883 | $1.3M |
| Gradient Investments LLC | 0.03% | Add +0.8% | 46,841 | $1.3M |
| Paulson Wealth Management Inc. | 0.35% | Reduce -8.4% | 46,833 | $1.3M |
| Valley Wealth Managers, Inc. | 0.10% | Add +0.4% | 46,651 | $1.3M |
| Retirement Guys Formula LLC | 0.64% | Add +0.3% | 46,522 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -64.0% | 46,822 | $1.3M |
| MBE Wealth Management, LLC | 0.71% | Add +1.4% | 46,215 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +99.1% | 46,212 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.26% | Reduce -1.5% | 46,159 | $1.3M |
| West Michigan Advisors, LLC | 0.38% | Add +0.5% | 45,861 | $1.3M |
| Kanawha Capital Management LLC | 0.10% | Reduce -7.3% | 45,823 | $1.3M |
| SYM FINANCIAL Corp | 0.16% | Reduce -11.3% | 45,675 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +5.5% | 45,557 | $1.2M |
| BXM Wealth LLC | 1.73% | — | 45,203 | $1.2M |
| Novem Group | 0.18% | — | 45,187 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 45,159 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | Add +3.4% | 45,038 | $1.2M |
| Dale Q Rice Investment Management Ltd | 0.54% | — | 45,006 | $1.2M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -2.5% | 44,978 | $1.2M |
| IFG Advisory, LLC | 0.07% | Add +44.3% | 44,735 | $1.2M |
| LS Investment Advisors, LLC | 0.18% | Add +43.1% | 44,485 | $1.2M |
| Milestone Asset Management Group, LLC | 1.09% | — | 44,446 | $1.2M |
| Hilltop National Bank | 0.36% | Add +1.3% | 44,434 | $1.2M |
| TruNorth Capital Management, LLC | 0.33% | No change | 44,280 | $1.2M |
| Marcum Wealth, LLC | 0.10% | Add +0.5% | 44,252 | $1.2M |
| Sagace Wealth Management LLC | 0.91% | Reduce -69.2% | 44,244 | $1.2M |
| Altus Wealth Group LLC | 0.53% | Add +7.2% | 44,227 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | Add +0.5% | 44,176 | $1.2M |
| First Wilshire Securities Management Inc. | 0.33% | No change | 43,875 | $1.2M |
| Bell Bank | 0.09% | Add +511.7% | 43,824 | $1.2M |
| Vicus Capital | 0.11% | Add +11.0% | 43,752 | $1.2M |
| My Personal CFO, LLC | 0.60% | Add +53.5% | 42,891 | $1.2M |
| Capital Advisors Inc. | 0.02% | Add +3.8% | 42,373 | $1.2M |
| Marino, Stram & Associates LLC | 0.26% | Add +0.3% | 42,362 | $1.2M |
| Private Capital Management LLC | 0.23% | Add +6.7% | 42,223 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 42,182 | $1.2M |
| Montag & Caldwell, LLC | 0.25% | Add +245.8% | 42,163 | $1.2M |
| Fisher Asset Management | 0.00% | Add +3.8% | 42,137 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +0.4% | 41,868 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.63% | — | 41,723 | $1.1M |
| San Luis Wealth Advisors LLC | 0.21% | Add +7.6% | 41,253 | $1.1M |
| Ethos Financial Group, LLC | 0.15% | Add +21.9% | 40,890 | $1.1M |
| Orcam Financial Group | 1.08% | Add +5.7% | 40,821 | $1.1M |
| Yoder Wealth Management, Inc. | 0.62% | Reduce -2.7% | 40,761 | $1.1M |
| Gries Financial LLC | 0.20% | Reduce -3.6% | 40,692 | $1.1M |
| Meriwether Wealth & Planning, LLC | 0.79% | — | 40,689 | $1.1M |
| Round Rock Advisors LLC | 0.23% | Add +107.3% | 40,659 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -67.1% | 40,228 | $1.1M |
| Root Financial Partners, LLC | 0.14% | Add +415.2% | 40,059 | $1.1M |
| Ally Invest Advisors Inc. | 0.09% | Reduce -4.2% | 40,041 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.18% | Reduce -10.6% | 39,998 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.43% | Reduce -11.8% | 39,852 | $1.1M |
| Centricity Wealth Management, LLC | 1.01% | — | 39,747 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Reduce -1.7% | 39,667 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Add +19.2% | 39,607 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +181.5% | 39,459 | $1.1M |
| Atlas Capital Advisors Inc. | 0.14% | Add +3.8% | 39,177 | $1.1M |
| Disciplined Investors, L.L.C. | 1.03% | — | 39,121 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -1.2% | 38,836 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +42.9% | 38,659 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.35% | — | 38,676 | $1.1M |
| Moser Wealth Advisors, LLC | 0.55% | Add +33.2% | 38,644 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.48% | No change | 38,564 | $1.1M |
| Rather & Kittrell, Inc. | 0.25% | No change | 38,361 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.05% | Add +39.6% | 38,128 | $1.0M |
| Creegan & Nassoura Financial Group, LLC | 0.70% | Reduce -7.8% | 37,956 | $1.0M |
| Maridea Wealth Management LLC | 0.33% | — | 37,854 | $1.0M |
| Valley Financial Group, Inc. | 0.72% | Add +0.5% | 37,813 | $1.0M |
| Morling Financial Advisors, LLC | 0.36% | No change | 37,602 | $1.0M |
| Cottage Street Advisors LLC | 0.53% | Reduce -1.1% | 37,109 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -3.1% | 37,095 | $1.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.37% | Reduce -64.8% | 35,893 | $1.0M |
| ETF Store, Inc. | 1.24% | Add +16.4% | 36,474 | $996K |
| HUB Investment Partners, LLC | 0.04% | Reduce -2.9% | 36,392 | $994K |
| Meridian Management Co. | 0.26% | Add +0.3% | 36,235 | $990K |
| Boyce & Associates Wealth Consulting, Inc. | 1.00% | Add +3.9% | 36,148 | $988K |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -0.6% | 36,147 | $988K |
| SOA Wealth Advisors, LLC. | 0.18% | Reduce -4.6% | 35,853 | $979K |
| Buska Wealth Management, LLC | 0.31% | Add +2.2% | 35,597 | $973K |
| Madison Wealth Partners, Inc | 0.27% | Add +0.9% | 35,517 | $970K |
| Colorado Capital Management, Inc. | 0.47% | Add +1.6% | 35,361 | $966K |
| Code Waechter LLC | 0.84% | Add +0.2% | 35,233 | $963K |
| Old Mission Investment Co LLC | 0.29% | Add +13.8% | 35,192 | $961K |
| SWS Partners | 0.29% | Add +3.3% | 35,190 | $961K |
| Soundwatch Capital LLC | 0.10% | Add +25.7% | 35,088 | $959K |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -3.4% | 34,867 | $953K |
| Patten & Patten Inc. | 0.06% | Add +13.2% | 34,838 | $952K |
| Webster Bank, N. A. | 0.10% | No change | 34,770 | $950K |
| One Day In July LLC | 0.10% | Add +39.2% | 34,722 | $949K |
| Narwhal Capital Management | 0.08% | No change | 34,695 | $948K |
| Buckingham Capital Management, Inc. | 0.11% | Reduce -25.5% | 34,534 | $943K |
| C M Bidwell & Associates Ltd. | 0.57% | No change | 34,515 | $943K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -3.4% | 33,986 | $928K |
| Engineers Gate Manager LP | 0.02% | New | 33,949 | $927K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.2% | 33,606 | $918K |
| Adams Wealth Management | 0.18% | Add +7.3% | 33,590 | $917K |
| CacheTech Inc. | 0.17% | Add +7.3% | 33,590 | $917K |
| Allie Family Office LLC | 0.51% | Add +15.9% | 33,526 | $916K |
| Simplicity Wealth,LLC | 0.19% | Reduce -64.4% | 33,377 | $912K |
| Ancora Advisors LLC | 0.02% | Add +19.7% | 33,001 | $902K |
| Bellevue Asset Management, LLC | 0.47% | Add +9.9% | 32,970 | $901K |
| Factor Wealth Management LTD | 0.30% | — | 32,964 | $901K |
| Squire Investment Management Company, LLC | 0.39% | Add +49.0% | 32,834 | $897K |
| Lido Advisors, LLC | 0.01% | Add +172.6% | 32,822 | $897K |
| Hayek Kallen Investment Management | 0.33% | Reduce -0.9% | 32,781 | $896K |
| First National Bank & Trust Co. of Newtown | 0.19% | Add +0.5% | 32,730 | $894K |
| Pinnacle Bancorp, Inc. | 0.29% | Reduce -6.8% | 32,529 | $889K |
| Insight Wealth Partners, LLC | 0.56% | Reduce -13.1% | 32,492 | $888K |
| Darrow Company, Inc. | 0.51% | Add +1.0% | 32,368 | $884K |
| Institute for Wealth Management, LLC. | 0.11% | Add +6.3% | 32,286 | $882K |
| Argent Capital Management LLC | 0.02% | New | 32,253 | $881K |
| Crew Capital Management, Ltd | 0.73% | Reduce -39.9% | 32,172 | $879K |
| Next Capital Management LLC | 0.36% | Add +2.4% | 32,106 | $877K |
| Capital Advisory Group Advisory Services, LLC | 0.31% | New | 32,092 | $877K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.2% | 32,073 | $876K |
| Schmidt P J Investment Management Inc. | 0.15% | Reduce -10.7% | 32,053 | $876K |
| First Financial Group Corp | 0.97% | — | 32,032 | $875K |
| Barnett & Company, Inc. | 0.57% | Add +2.7% | 31,943 | $873K |
| Iams Wealth Management, LLC | 0.40% | Add +73.7% | 31,790 | $869K |
| PKS Advisory Services, LLC | 0.22% | — | 31,617 | $864K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.1% | 31,598 | $863K |
| Bailard, Inc. | 0.02% | Reduce -9.0% | 31,564 | $862K |
| Stonebrook Private Inc. | 0.23% | Reduce -2.0% | 31,524 | $861K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.2% | 31,422 | $858K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.2% | 31,326 | $856K |
| DDD Partners, LLC | 0.10% | Add +1.2% | 31,246 | $854K |
| Wernau Asset Management Inc. | 0.83% | — | 31,209 | $853K |
| SignalPoint Asset Management, LLC | 0.21% | Add +3.0% | 31,160 | $851K |
| M Holdings Securities, Inc. | 0.14% | New | 31,142 | $851K |
| Firestone Capital Management | 0.21% | Add +5.6% | 31,052 | $848K |
| Avalon Capital Management | 0.27% | No change | 31,050 | $848K |
| Loudon Investment Management, LLC | 0.48% | Add +22.2% | 31,021 | $847K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -2.4% | 30,984 | $846K |
| Faithward Advisors, LLC | 0.14% | Add +331.7% | 30,904 | $844K |
| MIdWestOne Financial Group, Inc. | 0.12% | New | 30,718 | $839K |
| W Advisors, LLC | 0.52% | Add +15.4% | 30,657 | $838K |
| Wealth Alliance, LLC | 0.10% | Reduce -0.9% | 30,496 | $833K |
| Rench Wealth Management, Inc. | 0.28% | Add +4.7% | 30,476 | $833K |
| Sunesis Advisors, LLC | 0.51% | No change | 30,410 | $831K |
| Arete Wealth Advisors, LLC | 0.06% | Add +39.0% | 30,118 | $823K |
| Retirement Planning Group, LLC | 0.04% | Add +29.1% | 29,982 | $819K |
| Sage Financial Group Inc. | 0.07% | Reduce -1.0% | 29,979 | $819K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 29,901 | $817K |
| Oarsman Capital, Inc. | 0.14% | Reduce -7.5% | 29,901 | $817K |
| D'Orazio & Associates, Inc. | 0.12% | Reduce -4.5% | 29,851 | $816K |
| Clear Point Advisors Inc. | 0.69% | Add +0.5% | 29,604 | $809K |
| Van Cleef Asset Management,Inc | 0.09% | Add +0.9% | 29,573 | $808K |
| Landaas & Co. /Wi | 0.22% | No change | 29,520 | $806K |
| Demars Financial Group, LLC | 0.35% | Reduce -3.5% | 29,471 | $805K |
| Red Crane Wealth Management, LLC | 0.76% | — | 29,297 | $800K |
| Wilkins Miller Wealth Management, LLC | 0.83% | — | 29,055 | $794K |
| CCG Wealth Management, LLC | 0.44% | Reduce -14.4% | 28,998 | $792K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +3.3% | 28,748 | $785K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -26.2% | 28,711 | $784K |
| First Trust Advisors LP | 0.00% | New | 28,650 | $783K |
| Brasada Capital Management, LP | 0.14% | No change | 28,575 | $780K |
| Schrum Private Wealth Management LLC | 0.66% | Reduce -49.5% | 28,544 | $780K |
| Beacon Capital Management, LLC | 0.10% | Reduce -6.5% | 28,521 | $779K |
| Rainier Family Wealth Inc. | 0.94% | — | 28,306 | $773K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -1.0% | 27,899 | $772K |
| Vanguard Capital Wealth Advisors | 0.84% | Add +9.5% | 28,194 | $770K |
| Bonfire Financial | 0.69% | — | 27,918 | $763K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -8.6% | 27,902 | $762K |
| Councilor Wealth, LLC | 0.36% | Add +31.6% | 27,877 | $762K |
| Level Wealth Management LLC | 0.54% | — | 27,836 | $760K |
| Invst, LLC | 0.09% | Reduce -0.5% | 27,757 | $758K |
| Valicenti Advisory Services Inc. | 0.19% | Add +33.5% | 27,703 | $757K |
| KFG Wealth Management, LLC | 0.14% | Add +31.4% | 27,548 | $753K |
| American Trust | 0.06% | New | 27,294 | $746K |
| Bank of New Hampshire | 0.19% | Add +0.4% | 27,280 | $745K |
| Baldwin Investment Management, LLC | 0.10% | Reduce -39.7% | 27,193 | $743K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +9.7% | 27,094 | $740K |
| Ransom Advisory, Ltd | 0.34% | Add +9.1% | 27,067 | $739K |
| GWN Securities Inc. | 0.20% | — | 26,334 | $737K |
| Prossimo Advisors, LLC | 0.53% | No change | 26,817 | $733K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -66.7% | 8,649 | $731K |
| CGN Advisors LLC | 0.07% | Reduce -10.1% | 26,690 | $729K |
| Rainey & Randall Wealth Advisors Inc. | 0.14% | Add +0.3% | 26,338 | $720K |
| Fusion Capital, LLC | 0.29% | Reduce -9.0% | 26,289 | $718K |
| Sawgrass Asset Management LLC | 0.08% | No change | 26,277 | $718K |
| Financial Perspectives, Inc | 0.24% | Add +30.4% | 26,249 | $717K |
| Summit Wealth & Retirement Planning, Inc. | 0.22% | Reduce -1.7% | 26,180 | $715K |
| Parkside Financial Bank & Trust | 0.09% | Reduce -2.9% | 26,156 | $715K |
| Greenhouse Wealth Management, LLC | 0.47% | Reduce -11.6% | 26,105 | $713K |
| Ellevest, Inc. | 0.04% | Reduce -5.6% | 26,087 | $713K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +2.4% | 26,085 | $713K |
| Builder Investment Group Inc. | 0.19% | Add +0.1% | 26,028 | $711K |
| Lyell Wealth Management, LP | 0.06% | Reduce -8.8% | 26,027 | $711K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.6% | 26,007 | $711K |
| Chapin Davis, Inc. | 0.23% | Reduce -66.7% | 8,397 | $710K |
| Rothschild Investment LLC | 0.05% | Add +2.3% | 25,876 | $707K |
| Napatree Capital LLC | 0.41% | Add +0.5% | 25,804 | $705K |
| Transatlantique Private Wealth LLC | 0.27% | Add +2.6% | 25,768 | $704K |
| Capital Management Associates, Inc | 0.26% | Add +0.7% | 25,768 | $704K |
| LifePlan Financial, LLC | 0.62% | Reduce -4.8% | 25,701 | $702K |
| Wolfstich Capital, LLC | 0.62% | — | 25,692 | $702K |
| Smart Portfolios, LLC | 0.73% | Reduce -1.2% | 25,685 | $702K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -5.4% | 25,551 | $698K |
| Quantum Financial Advisors, LLC | 0.11% | New | 25,482 | $696K |
| Lederer & Associates Investment Counsel | 0.49% | No change | 25,452 | $695K |
| Maryland Capital Advisors Inc. | 0.32% | New | 25,436 | $695K |
| Granite Bay Wealth Management, LLC | 0.26% | New | 25,390 | $694K |
| Breakwater Capital Group | 0.14% | Add +3.8% | 25,401 | $694K |
| North Star Asset Management Inc. | 0.03% | Add +2.8% | 25,299 | $691K |
| Sharkey, Howes & Javer | 0.10% | Add +2.6% | 25,240 | $690K |
| Sentinel Pension Advisors, LLC | 0.13% | Add +2.6% | 25,237 | $689K |
| Advyzon Investment Management, LLC | 0.27% | — | 25,186 | $688K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -3.6% | 24,696 | $687K |
| Flputnam Investment Management Co. | 0.01% | Add +3.9% | 25,104 | $686K |
| Key Financial Inc | 0.16% | No change | 25,038 | $684K |
| Cypress Capital, LLC | 0.20% | Reduce -83.4% | 24,983 | $683K |
| Members Advisory Group LLC | 0.28% | Reduce -96.7% | 24,946 | $682K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Add +2.8% | 24,881 | $680K |
| Perissos Private Wealth Management, LLC | 0.51% | Add +3.0% | 24,830 | $678K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Reduce -6.4% | 24,770 | $677K |
| First Financial Corp. | 0.31% | Reduce -1.2% | 24,636 | $673K |
| Appleton Partners Inc. | 0.05% | Reduce -3.0% | 24,619 | $673K |
| Kestra Investment Management, LLC | 0.03% | Reduce -53.6% | 24,558 | $671K |
| FSA Investment Group, LLC | 0.58% | — | 24,217 | $666K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +3.6% | 24,352 | $665K |
| Front Row Advisors LLC | 0.23% | Add +4.9% | 24,312 | $664K |
| Sonora Investment Management Group, LLC | 0.05% | Add +12.4% | 24,224 | $662K |
| Ellis Investment Partners, LLC | 0.13% | Add +21.3% | 24,151 | $660K |
| Avantra Family Wealth, Inc. | 0.62% | — | 24,140 | $659K |
| Promethium Advisors,llc | 0.45% | Reduce -4.2% | 24,078 | $658K |
| Prevail Innovative Wealth Advisors, LLC | 0.19% | Add +64.7% | 23,953 | $654K |
| Ridgecrest Wealth Partners, LLC | 0.35% | Add +12.1% | 23,930 | $654K |
| Zacks Investment Management | 0.01% | Add +12.4% | 23,877 | $652K |
| Maripau Wealth Management LLC | 0.39% | New | 23,868 | $652K |
| Cardiff Park Advisors, LLC | 0.06% | Add +126.0% | 23,836 | $651K |
| Colonial Trust Co / SC | 0.10% | Add +51.8% | 23,900 | $651K |
| Dominguez Wealth Management Solutions, Inc. | 0.47% | Add +0.3% | 23,818 | $651K |
| FSM Wealth Advisors, LLC | 0.16% | Add +2.3% | 23,347 | $650K |
| Washington Trust Advisors, Inc. | 0.05% | Add +50.6% | 23,476 | $641K |
| Kane Investment Management, Inc. | 0.36% | — | 23,369 | $638K |
| Financial Partners Group, LLC | 0.26% | Add +0.3% | 23,228 | $635K |
| Aerodigm Wealth, LLC | 0.38% | New | 23,219 | $634K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.5% | 22,998 | $628K |
| Fulcrum Capital LLC | 0.13% | No change | 22,995 | $628K |
| Blue Trust, Inc. | 0.01% | Reduce -47.0% | 22,928 | $626K |
| Mission Wealth Management, LP | 0.01% | Add +15.8% | 22,927 | $626K |
| Precedent Wealth Partners, LLC | 0.20% | Reduce -9.9% | 22,917 | $626K |
| Federated Hermes, Inc. | 0.00% | No change | 22,845 | $624K |
| SP Asset Management LLC | 0.05% | Add +0.9% | 22,824 | $624K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.8% | 22,732 | $621K |
| Davis Wealth Advisors, LLC | 0.68% | — | 22,707 | $620K |
| Gemmer Asset Management LLC | 0.06% | Add +0.9% | 22,692 | $620K |
| FSB Premier Wealth Management, Inc. | 0.25% | Reduce -2.8% | 22,647 | $619K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -0.8% | 22,638 | $618K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -0.7% | 22,636 | $618K |
| Magnus Financial Group LLC | 0.06% | Add +3.4% | 22,566 | $617K |
| Foresight Capital Management Advisors, Inc. | 0.36% | Add +10.5% | 22,527 | $615K |
| Austin Private Wealth, LLC | 0.06% | Reduce -2.0% | 22,450 | $613K |
| Florida Trust Wealth Management Co | 0.02% | Add +31.7% | 22,449 | $613K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 22,402 | $612K |
| Weik Capital Management | 0.25% | Add +1.7% | 22,335 | $610K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +0.3% | 22,325 | $610K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -66.1% | 22,247 | $608K |
| Prosperity Wealth Management, Inc. | 0.25% | Add +12.3% | 22,199 | $606K |
| LCNB Corp. | 0.22% | Add +4.5% | 22,160 | $605K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 22,092 | $604K |
| Fairway Wealth LLC | 0.27% | New | 21,957 | $600K |
| AlphaQ Advisors LLC | 1.63% | Add +0.3% | 21,874 | $598K |
| Two Sigma Securities, LLC | 0.11% | New | 21,851 | $597K |
| Bordeaux Wealth Advisors LLC | 0.10% | No change | 21,842 | $597K |
| TFR Capital, LLC. | 0.30% | — | 21,773 | $595K |
| Glenmede Trust Co. NA | 0.00% | Add +29.7% | 21,741 | $594K |
| Full Sail Capital, LLC | 0.04% | Reduce -5.2% | 21,628 | $591K |
| Aldebaran Financial Inc. | 0.69% | New | 21,524 | $586K |
| Moors & Cabot, Inc. | 0.03% | Add +6.1% | 21,432 | $586K |
| Bedel Financial Consulting, Inc. | 0.08% | Reduce -0.7% | 20,908 | $584K |
| Investment Partners Asset Management, Inc. | 0.46% | Reduce -12.8% | 21,348 | $583K |
| Bogart Wealth, LLC | 0.03% | Add +76.4% | 21,295 | $582K |
| Plan Group Financial, LLC | 0.31% | Reduce -1.7% | 21,269 | $581K |
| OMC Financial Services LTD | 0.25% | Add +3.8% | 21,258 | $581K |
| Planned Solutions, Inc. | 0.24% | Add +8.9% | 21,218 | $580K |
| Tidemark, LLC | 0.22% | Add +1.2% | 21,198 | $579K |
| Capital Planning LLC | 0.15% | Reduce -23.9% | 21,196 | $579K |
| Northstar Financial Companies, Inc. | 0.55% | — | 21,120 | $577K |
| Investmark Advisory Group LLC | 0.28% | Add +0.3% | 21,089 | $576K |
| Delta Financial Group, Inc. | 0.13% | New | 21,001 | $574K |
| Harbour Investment Management LLC | 0.25% | New | 20,955 | $572K |
| Destination Wealth Management | 0.02% | Add +43.6% | 20,905 | $571K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +18.4% | 20,886 | $571K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -2.6% | 20,862 | $570K |
| Millennium Management | 0.00% | Reduce -68.8% | 20,807 | $568K |
| Forum Financial Management, LP | 0.01% | Add +21.8% | 20,613 | $563K |
| Sage Capital Advisors,llc | 0.15% | Add +0.4% | 20,465 | $559K |
| Holderness Investments Co. | 0.12% | Reduce -1.8% | 20,446 | $559K |
| O'ROURKE & COMPANY, Inc | 0.27% | Add +0.8% | 20,384 | $557K |
| Certuity, LLC | 0.06% | Add +38.8% | 13,586 | $557K |
| Trilogy Capital Inc. | 0.03% | Add +0.5% | 20,284 | $554K |
| FC Advisory LLC | 0.18% | Add +0.8% | 20,192 | $552K |
| Carret Asset Management, LLC | 0.06% | Add +15.4% | 20,052 | $548K |
| Kelleher Financial Advisors | 0.21% | No change | 20,040 | $547K |
| Tranquility Partners, LLC | 0.21% | Add +2.1% | 20,030 | $547K |
| Wooster Corthell Wealth Management, Inc. | 0.12% | New | 20,002 | $546K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -1.5% | 20,001 | $546K |
| Tiller Private Wealth, Inc. | 0.23% | Reduce -2.6% | 19,995 | $546K |
| Mirador Capital Partners LP | 0.10% | Add +1.8% | 19,979 | $546K |
| Horizon Investment Services, LLC | 0.23% | Reduce -15.2% | 19,912 | $544K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.57% | Add +0.3% | 19,846 | $542K |
| Fearless Solutions, LLC dba Best Invest | 0.41% | — | 19,828 | $542K |
| Herold Advisors, Inc. | 0.12% | Add +1.0% | 19,822 | $542K |
| OneAscent Wealth Management LLC | 0.22% | Reduce -17.6% | 19,697 | $538K |
| Signaturefd, LLC | 0.01% | Add +2.6% | 19,677 | $538K |
| Cross Staff Investments Inc | 0.37% | Add +13.3% | 19,624 | $536K |
| 49 Wealth Management, LLC | 0.08% | Reduce -12.8% | 19,599 | $535K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -0.8% | 19,556 | $534K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +237.9% | 19,506 | $533K |
| Community Financial Services Group, LLC | 0.11% | Reduce -84.2% | 19,506 | $533K |
| WMS Partners, LLC | 0.03% | Reduce -3.4% | 19,459 | $532K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 19,327 | $528K |
| Mezzasalma Advisors, LLC | 0.17% | Reduce -1.0% | 19,289 | $527K |
| Comprehensive Money Management Services LLC | 0.43% | — | 19,270 | $526K |
| Prospera Capital Management, LLC | 0.38% | — | 19,170 | $526K |
| Basepoint Wealth LLC | 0.42% | Reduce -33.8% | 19,212 | $525K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -8.3% | 19,191 | $524K |
| Atlas Financial Advisors, Inc. | 0.82% | Add +17.0% | 19,139 | $523K |
| New Hampshire Trust | 0.11% | New | 19,043 | $520K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +39.6% | 19,026 | $520K |
| Whittier Trust Co. | 0.01% | Reduce -0.8% | 19,029 | $520K |
| Lantern Wealth Advisors, LLC | 0.34% | Add +2.9% | 18,996 | $519K |
| Claris Financial LLC | 0.34% | — | 18,983 | $519K |
| Evergreen Capital Management LLC | 0.02% | Reduce -17.4% | 18,964 | $518K |
| Bleakley Financial Group, LLC | 0.02% | Add +14.5% | 18,930 | $517K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Add +112.1% | 18,919 | $517K |
| PDS Planning, Inc | 0.05% | Add +0.2% | 18,837 | $515K |
| Seneca House Advisors | 0.20% | Add +0.8% | 18,798 | $514K |
| Keeler Thomas Management LLC | 0.18% | Reduce -18.0% | 18,738 | $512K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 18,736 | $512K |
| Godsey & Gibb, Inc. | 0.05% | No change | 18,687 | $511K |
| Pinion Investment Advisors, LLC | 0.20% | Add +0.3% | 18,685 | $510K |
| Newport Capital Group, LLC | 0.37% | Add +27.1% | 18,604 | $508K |
| Ring Mountain Capital, LLC | 0.34% | — | 18,598 | $508K |
| American Capital Advisory, LLC | 0.28% | Reduce -1.1% | 18,591 | $508K |
| Commons Capital, LLC | 0.46% | Add +0.1% | 18,528 | $506K |
| Seelaus Asset Management LLC | 0.47% | Add +24.7% | 18,471 | $505K |
| International Private Wealth Advisors LLC | 0.50% | Add +6.9% | 18,450 | $504K |
| Grant/GrossMendelsohn, LLC | 0.26% | Add +12.2% | 18,426 | $503K |
| 4WEALTH Advisors, Inc. | 0.51% | — | 18,369 | $502K |
| Darden Wealth Group Inc | 0.34% | Add +0.1% | 18,287 | $500K |
| Andrews, Lucia Wealth Management LLC | 0.33% | Reduce -66.0% | 5,895 | $498K |
| Sightline Wealth Advisors, LLC | 0.27% | Add +0.3% | 18,219 | $498K |
| Davis R M Inc. | 0.01% | New | 18,023 | $492K |
| Stockman Wealth Management, Inc. | 0.08% | Add +16.3% | 17,971 | $491K |
| FSA Advisors, Inc. | 0.59% | Reduce -67.0% | 7,707 | $485K |
| Gray Wealth Management Inc. | 0.18% | Reduce -44.1% | 17,741 | $485K |
| DKM Wealth Management, Inc. | 0.46% | — | 17,660 | $482K |
| Verity & Verity, LLC | 0.04% | Add +1.7% | 17,656 | $482K |
| Ridgeline Wealth Planning, LLC | 0.46% | — | 17,524 | $479K |
| Revisor Wealth Management LLC | 0.44% | New | 17,467 | $477K |
| Covington Investment Advisors Inc. | 0.07% | Reduce -71.3% | 17,478 | $477K |
| GGM Financial LLC | 0.51% | Add +0.4% | 17,403 | $475K |
| Worth Asset Management, LLC | 0.25% | Reduce -35.3% | 17,360 | $474K |
| Haverford Trust Co | 0.00% | Reduce -3.7% | 17,216 | $470K |
| Evercore Wealth Management, LLC | 0.01% | Add +128.3% | 17,209 | $470K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 17,166 | $469K |
| ZynergyRetirementPlanningLLC | 0.33% | Reduce -66.7% | 5,548 | $469K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 17,163 | $469K |
| Fiduciary Advisors, Inc. | 0.47% | — | 17,132 | $468K |
| Centerpoint Advisors, LLC | 0.16% | Reduce -0.7% | 17,137 | $468K |
| Cannon Financial Strategists, Inc. | 0.08% | Add +9.5% | 17,115 | $468K |
| AA Financial Advisors, LLC | 0.12% | Add +0.7% | 16,964 | $463K |
| Regions Financial Corp. | 0.00% | Reduce -5.8% | 16,920 | $462K |
| Leisure Capital Management | 0.18% | Add +50.0% | 16,908 | $462K |
| Essex Bank | 0.11% | Add +8.9% | 16,912 | $462K |
| Private Client Services, LLC | 0.25% | Reduce -2.6% | 16,841 | $460K |
| Thompson Davis & Co., Inc. | 0.29% | Add +10.5% | 16,658 | $455K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.1% | 16,632 | $454K |
| New Century Financial Group, LLC | 0.19% | No change | 16,531 | $454K |
| TFB Advisors LLC | 0.13% | Add +17.5% | 16,488 | $450K |
| Ironwood Financial, llc | 0.09% | Add +71.3% | 16,391 | $448K |
| Investment Counsel Co. of Nevada | 1.13% | — | 16,367 | $447K |
| Pflug Koory, LLC | 0.03% | No change | 16,362 | $447K |
| Frederick Financial Consultants, LLC | 0.36% | — | 16,343 | $446K |
| Argus Investors' Counsel, Inc. | 0.30% | Add +13.8% | 16,284 | $445K |
| Heritage Oak Wealth Advisors LLC | 0.21% | New | 16,179 | $442K |
| Westwood Holdings Group Inc. | 0.00% | No change | 16,163 | $442K |
| L. Roy Papp & Associates, LLP | 0.05% | Reduce -2.0% | 16,086 | $439K |
| PYA Waltman Capital, LLC | 0.14% | New | 16,000 | $437K |
| Wealthstar Advisors, LLC | 0.19% | — | 15,978 | $437K |
| Northeast Financial Consultants Inc | 0.02% | No change | 15,951 | $436K |
| SK Wealth Management, LLC | 0.22% | Reduce -67.0% | 15,927 | $435K |
| Concorde Asset Management, LLC | 0.23% | Add +40.0% | 15,875 | $434K |
| Sanchez Wealth Management Group | 0.12% | No change | 15,829 | $432K |
| Cornerstone Planning, LLC | 0.16% | — | 15,773 | $431K |
| Brown Wealth Management, LLC | 0.15% | New | 15,773 | $431K |
| Uptick Partners, LLC | 0.16% | Reduce -10.6% | 15,740 | $430K |
| Chokshi & Queen Wealth Advisors, Inc | 0.27% | — | 15,735 | $430K |
| Golden State Wealth Management, LLC | 0.06% | — | 15,689 | $429K |
| Fort Sheridan Advisors LLC | 0.06% | Add +9.7% | 15,687 | $429K |
| Carrera Capital Advisors | 0.10% | Add +33.3% | 15,685 | $429K |
| Howland Capital Management LLC | 0.02% | Reduce -13.3% | 15,621 | $427K |
| Riverbend Wealth Management, LLC | 0.38% | — | 15,601 | $426K |
| 1ST Source Bank | 0.02% | Reduce -0.4% | 15,565 | $425K |
| Procyon Advisors, LLC | 0.03% | Reduce -10.1% | 15,499 | $423K |
| Tsfg, LLC | 0.09% | Reduce -1.2% | 15,466 | $423K |
| Lane & Associates LLC | 0.22% | New | 15,143 | $421K |
| Triangle Securities Wealth Management | 0.11% | New | 15,397 | $421K |
| Strategic Advocates LLC | 0.14% | Reduce -48.9% | 15,361 | $420K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 15,288 | $418K |
| Howe & Rusling Inc. | 0.04% | Add +0.9% | 15,285 | $418K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 15,258 | $417K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +11.8% | 15,199 | $415K |
| Alley Investment Management Company, LLC | 0.05% | Add +0.3% | 15,186 | $415K |
| Leading Edge Financial Planning LLC | 0.14% | Add +6.4% | 15,174 | $415K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 15,153 | $414K |
| St Germain D J Co. Inc. | 0.02% | Reduce -38.7% | 15,147 | $414K |
| Patrick M Sweeney & Associates, Inc. | 0.31% | Add +3.3% | 15,100 | $413K |
| Tenon Financial LLC | 0.27% | No change | 15,121 | $412K |
| Financial Advisors Network, Inc. | 0.07% | — | 15,085 | $412K |
| Successful Portfolios LLC | 0.28% | Reduce -0.5% | 15,070 | $412K |
| Tudor Investment Corporation | 0.00% | Reduce -73.4% | 15,061 | $411K |
| GoalVest Advisory LLC | 0.11% | No change | 15,024 | $410K |
| Trademark Financial Management, LLC | 0.32% | Add +29.3% | 14,943 | $408K |
| Financial Advocates Investment Management | 0.02% | Add +38.7% | 14,937 | $408K |
| CM Wealth Advisors LLC | 0.13% | No change | 14,883 | $407K |
| Rosenberg Matthew Hamilton | 0.11% | Reduce -13.4% | 14,828 | $405K |
| Obsidian Cio, LLC | 0.07% | Reduce -10.0% | 14,824 | $405K |
| Aspen Investment Management Inc | 0.19% | Reduce -3.0% | 14,840 | $405K |
| Ascent Group, LLC | 0.03% | Reduce -56.4% | 14,726 | $402K |
| Keystone Wealth Services, LLC | 0.11% | Add +9.5% | 14,720 | $402K |
| RMR Wealth Builders | 0.04% | Add +16.9% | 14,640 | $400K |
| BankPlus Wealth Management LLC | 0.30% | — | 14,621 | $399K |
| Strategic Advisors LLC | 0.07% | Reduce -29.0% | 14,572 | $398K |
| Ballast, Inc. | 0.11% | Reduce -0.1% | 14,415 | $394K |
| Castle Wealth Management LLC | 0.15% | Reduce -1.7% | 14,411 | $394K |
| Silver Lake Advisory, LLC | 0.17% | Add +0.8% | 14,337 | $392K |
| Valued Retirements, Inc. | 0.53% | No change | 14,319 | $391K |
| Wealth Effects LLC | 0.14% | Reduce -0.4% | 14,314 | $391K |
| Pine Harbor Wealth Management, LLC | 0.16% | Add +3.0% | 14,215 | $388K |
| Blue Sky Capital Consultants Group, Inc. | 0.23% | — | 14,172 | $387K |
| Meeder Advisory Services, Inc. | 0.02% | Add +72.7% | 14,172 | $387K |
| Topsail Wealth Management, LLC | 0.08% | — | 14,142 | $386K |
| Sovereign Financial Group, Inc. | 0.09% | Add +72.0% | 14,098 | $385K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +68.0% | 14,095 | $385K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -19.2% | 14,093 | $385K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 14,062 | $384K |
| Proficio Capital Partners LLC | 0.03% | Add +16.7% | 14,007 | $383K |
| Heritage Wealth Management, Inc. | 0.13% | Add +86.1% | 13,996 | $382K |
| Brick & Kyle, Associates | 0.16% | Reduce -98.7% | 13,985 | $382K |
| Tandem Investment Partners LLC | 0.36% | — | 13,962 | $381K |
| Del-Sette Capital Management, LLC | 0.31% | No change | 13,929 | $381K |
| SIMA Wealth Partners, LLC | 0.32% | Reduce -1.4% | 13,881 | $379K |
| Legacy Solutions, LLC | 0.41% | — | 13,700 | $374K |
| Copley Financial Group, Inc. | 0.29% | Add +36.1% | 13,687 | $374K |
| Sunflower Bank, N.A. | 0.10% | No change | 13,626 | $372K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +66.1% | 13,546 | $370K |
| Element Wealth, LLC | 0.19% | Reduce -2.7% | 13,545 | $370K |
| Wintrust Investments LLC | 0.33% | Add +3.5% | 13,563 | $370K |
| TD Capital Management LLC | 0.04% | Add +2.0% | 13,518 | $369K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.4% | 13,502 | $369K |
| Oldfather Financial Services, LLC | 0.14% | Reduce -3.9% | 13,480 | $368K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -65.4% | 13,546 | $366K |
| TFG Advisers LLC | 0.13% | Add +14.2% | 13,390 | $366K |
| Uptown Financial Advisors LLC | 0.39% | — | 13,350 | $365K |
| Generation Capital Management LLC | 0.31% | — | 13,350 | $365K |
| Compass Advisory Group LLC | 0.13% | Add +0.6% | 13,336 | $364K |
| Stephens Consulting, LLC | 0.09% | Reduce -45.4% | 13,323 | $364K |
| Old North State Wealth Management, LLC | 0.20% | Add +0.3% | 13,311 | $364K |
| Shakespeare Wealth Management, LLC | 0.10% | Add +2.9% | 13,300 | $363K |
| AlphaMark Advisors, LLC | 0.16% | Add +3.2% | 13,269 | $363K |
| Heritage Trust Co | 0.04% | — | 13,242 | $362K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +4.7% | 13,228 | $361K |
| O'Dell Group, LLC | 0.08% | Reduce -0.2% | 13,126 | $359K |
| Centerpoint Advisory Group | 0.35% | — | 13,125 | $359K |
| McIlrath & Eck, LLC | 0.05% | Reduce -26.5% | 13,109 | $358K |
| RKL Wealth Management LLC | 0.03% | Reduce -5.0% | 13,106 | $358K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -66.7% | 4,235 | $358K |
| Citrine Capital LLC | 0.26% | — | 13,089 | $358K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -36.3% | 13,088 | $358K |
| Heritage Wealth Partners, LLC | 0.45% | Add +0.9% | 13,075 | $357K |
| Partners Wealth Management, LLC | 0.41% | — | 13,061 | $357K |
| Heirloom Wealth Management | 0.11% | Reduce -13.6% | 13,044 | $356K |
| NovaPoint Capital, LLC | 0.11% | No change | 13,026 | $356K |
| First Financial Bankshares Inc | 0.01% | New | 13,010 | $355K |
| Security National Bank of So Dak | 0.20% | Reduce -2.2% | 12,997 | $355K |
| Pure Portfolios Holdings LLC | 0.13% | Add +2.8% | 12,942 | $354K |
| YANKCOM Partnership | 0.19% | — | 12,921 | $353K |
| Cornerstone Enterprises, LLC | 0.21% | Reduce -22.9% | 12,809 | $350K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 12,727 | $348K |
| Omega Financial Group, LLC | 0.13% | Reduce -10.4% | 12,704 | $347K |
| Executive Wealth Management, LLC | 0.03% | Reduce -9.8% | 12,697 | $347K |
| Obermeyer Wealth Partners | 0.02% | No change | 12,669 | $346K |
| Greenleaf Trust | 0.00% | Add +6.7% | 12,667 | $346K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 1,422 | $346K |
| Finer Wealth Management, Inc. | 0.20% | Reduce -3.4% | 12,643 | $345K |
| Grandview Asset Management LLC | 0.13% | New | 12,617 | $345K |
| NorthRock Partners, LLC | 0.01% | Reduce -42.2% | 12,614 | $345K |
| Stone Summit Wealth LLC | 0.12% | No change | 12,561 | $343K |
| Gateway Wealth Partners, LLC | 0.09% | Add +26.3% | 12,483 | $341K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -12.4% | 12,478 | $341K |
| St. Louis Trust Co | 0.05% | No change | 12,465 | $341K |
| Woodmont Investment Counsel LLC | 0.03% | Add +68.0% | 12,445 | $340K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 12,417 | $339K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 12,407 | $339K |
| First Foundation Advisors | 0.01% | Add +5.1% | 12,387 | $338K |
| Advisor OS, LLC | 0.04% | Add +70.1% | 12,341 | $337K |
| GFG Capital, LLC | 0.09% | No change | 12,336 | $337K |
| Wade Financial Advisory, Inc | 0.11% | New | 12,333 | $337K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 12,294 | $336K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.3% | 12,265 | $335K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +57.8% | 12,249 | $335K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 12,180 | $333K |
| Rice Partnership, LLC | 0.06% | Reduce -15.3% | 12,179 | $333K |
| Mather Group, Llc. | 0.00% | Add +30.6% | 12,150 | $332K |
| J2 Capital Management Inc | 0.31% | — | 12,114 | $331K |
| Straight Path Wealth Management | 0.13% | Reduce -11.1% | 12,087 | $330K |
| D L Carlson Investment Group Inc. | 0.06% | Reduce -37.5% | 12,056 | $329K |
| Bison Wealth, LLC | 0.04% | — | 11,988 | $328K |
| Westmount Partners, LLC | 0.10% | No change | 11,908 | $325K |
| TAP Consulting, LLC | 0.07% | Add +1.0% | 11,866 | $324K |
| Drive Wealth Management, LLC | 0.08% | Add +16.7% | 11,861 | $324K |
| Pegasus Asset Management, Inc. | 0.12% | Reduce -0.1% | 11,851 | $324K |
| Owen LaRue, LLC | 0.17% | Add +0.6% | 11,787 | $322K |
| SkyOak Wealth, LLC | 0.07% | New | 11,756 | $321K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -22.4% | 11,667 | $319K |
| Pine Haven Investment Counsel, Inc | 0.26% | Add +42.8% | 11,644 | $318K |
| Sepio Capital, LP | 0.03% | Add +54.1% | 11,610 | $317K |
| Sonoma Private Wealth LLC | 0.51% | No change | 11,580 | $316K |
| NFSG Corp | 0.08% | New | 11,533 | $315K |
| National Wealth Management Group, LLC | 0.21% | Reduce -1.6% | 11,524 | $315K |
| Annex Advisory Services, LLC | 0.01% | Reduce -5.3% | 11,506 | $314K |
| Bantamac Capital, LLC | 0.14% | Add +27.8% | 11,500 | $314K |
| JB Capital LLC | 0.02% | Reduce -8.4% | 11,480 | $314K |
| Milestone Asset Management, LLC | 0.07% | New | 11,460 | $313K |
| Signet Financial Management, LLC | 0.04% | Reduce -8.0% | 11,433 | $312K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +3.6% | 11,428 | $312K |
| Fonville Wealth Management LLC | 0.10% | No change | 11,338 | $310K |
| Stillwater Wealth Management Group | 0.28% | — | 11,330 | $310K |
| River Wealth Advisors LLC | 0.04% | Reduce -5.6% | 11,239 | $307K |
| Cura Wealth Advisors, LLC | 0.14% | — | 11,177 | $305K |
| MBL Wealth, LLC | 0.03% | Reduce -10.2% | 11,051 | $302K |
| Keating Investment Counselors Inc. | 0.09% | Reduce -21.3% | 10,990 | $300K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -2.8% | 10,986 | $300K |
| Beacon Financial Advisory LLC | 0.10% | Add +9.6% | 10,953 | $299K |
| Flagstar Securities, Inc. | 0.07% | Add +0.9% | 10,862 | $297K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 10,815 | $295K |
| Northcape Wealth Management, LLC | 0.10% | No change | 10,800 | $295K |
| N.E.W. Advisory Services LLC | 0.03% | Add +6.3% | 10,784 | $295K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.6% | 10,781 | $295K |
| Litman Gregory Wealth Management LLC | 0.03% | New | 10,773 | $294K |
| HFG Advisors, Inc. | 0.26% | No change | 10,770 | $294K |
| Foster & Motley Inc. | 0.02% | Reduce -2.7% | 10,756 | $294K |
| Team Hewins, LLC | 0.11% | No change | 10,755 | $294K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 10,734 | $293K |
| Financial Advisors, LLC | 0.06% | New | 10,711 | $293K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 10,677 | $292K |
| Alpha Financial Advisors, LLC | 0.13% | New | 10,614 | $290K |
| Ballentine Partners, LLC | 0.00% | New | 10,563 | $289K |
| Morris Financial Concepts, Inc. | 0.12% | No change | 10,545 | $288K |
| Resonant Capital Advisors, LLC | 0.02% | Add +31.7% | 10,534 | $288K |
| Delta Asset Management LLC | 0.03% | No change | 10,500 | $287K |
| Angeles Wealth Management, LLC | 0.02% | Add +11566.7% | 10,500 | $287K |
| Glenview Trust Co | 0.01% | Reduce -5.8% | 10,488 | $287K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +106.6% | 10,470 | $286K |
| Acropolis Investment Management, LLC | 0.02% | Add +3.5% | 10,459 | $286K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +6.3% | 10,446 | $285K |
| Tenret Co LLC | 0.18% | No change | 10,425 | $285K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 10,362 | $283K |
| Eagle Rock Investment Company, LLC | 0.05% | Add +0.4% | 10,350 | $283K |
| Harbor Investment Advisory, LLC | 0.03% | Add +1.8% | 10,330 | $282K |
| Maia Wealth LLC | 0.06% | New | 9,895 | $282K |
| Objective Capital Management, LLC | 0.19% | Add +0.2% | 10,302 | $281K |
| Harbor Advisory Corp. | 0.09% | No change | 10,227 | $279K |
| Crews Bank & Trust | 0.05% | — | 10,213 | $279K |
| HM Payson & Co. | 0.00% | Reduce -16.4% | 10,204 | $279K |
| Firethorn Wealth Partners, LLC | 0.14% | No change | 10,194 | $279K |
| Frisch Financial Group, Inc. | 0.08% | Reduce -3.9% | 10,141 | $277K |
| Harmony Asset Management LLC | 0.11% | Reduce -3.4% | 10,122 | $277K |
| Strategy Asset Managers LLC | 0.05% | Reduce -14.2% | 10,095 | $276K |
| Centennial Bank | 0.13% | Add +13.7% | 10,055 | $275K |
| GC Wealth Management RIA, LLC | 0.05% | No change | 10,035 | $274K |
| Payne Capital Management, LLC | 0.12% | — | 10,011 | $274K |
| Samalin Investment Counsel, LLC | 0.12% | Add +0.9% | 10,007 | $273K |
| Meadow Creek Wealth Advisors LLC | 0.20% | No change | 10,005 | $273K |
| Wynn Capital, LLC | 0.17% | Reduce -15.0% | 10,005 | $273K |
| Waterford Advisors, LLC | 0.14% | No change | 9,987 | $273K |
| Nautilus Advisors LLC | 0.22% | — | 9,938 | $271K |
| Sage Investment Counsel LLC | 0.35% | — | 9,912 | $271K |
| Strategic Financial Partners, Ltd. | 0.14% | Add +0.9% | 9,897 | $270K |
| Callan Capital, LLC | 0.02% | No change | 9,875 | $270K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | No change | 9,873 | $270K |
| R. W. Roge & Company, Inc. | 0.15% | No change | 9,852 | $269K |
| Raub Brock Capital Management LP | 0.06% | Add +0.9% | 9,831 | $269K |
| GK Wealth Management LLC | 0.34% | — | 9,775 | $267K |
| Creekside Partners | 0.14% | Add +0.3% | 9,772 | $267K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +0.6% | 9,768 | $267K |
| GAMMA Investing LLC | 0.02% | No change | 9,753 | $266K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -88.0% | 9,744 | $266K |
| Wolff Wiese Magana LLC | 0.18% | Add +1.7% | 9,736 | $266K |
| SageView Advisory Group, LLC | 0.01% | Add +0.5% | 9,714 | $265K |
| Smith Salley Wealth Management | 0.02% | Add +18.2% | 9,697 | $265K |
| Mainstream Capital Management LLC | 0.19% | No change | 9,693 | $265K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -45.9% | 9,678 | $264K |
| Studio Investment Management LLC | 0.06% | Add +4.0% | 9,662 | $264K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.7% | 9,626 | $263K |
| Commonwealth Financial Services, LLC | 0.05% | Add +24.2% | 9,616 | $263K |
| Clarendon Private LLC | 0.27% | — | 9,589 | $262K |
| Pacific Center for Financial Services | 0.07% | Add +0.9% | 9,558 | $261K |
| Dana Investment Advisors, Inc. | 0.01% | Add +27.7% | 9,533 | $260K |
| Alteri Wealth LLC | 0.07% | — | 9,489 | $259K |
| apricus wealth, LLC | 0.17% | Add +1.3% | 9,484 | $259K |
| Oakworth Capital, Inc. | 0.02% | Reduce -0.4% | 9,482 | $259K |
| Rockwood Wealth Management, LLC | 0.03% | Add +3.0% | 9,511 | $259K |
| Security National Bank of Sioux City Iowa | 0.18% | Reduce -5.5% | 9,450 | $258K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +12.6% | 9,439 | $258K |
| HMV Wealth Advisors, LLC | 0.26% | — | 9,427 | $258K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.0% | 9,419 | $257K |
| Klingman & Associates, LLC | 0.02% | Reduce -0.8% | 9,384 | $256K |
| Marco Investment Management LLC | 0.02% | No change | 9,366 | $256K |
| Caldwell Sutter Capital, Inc. | 0.12% | Add +14.7% | 9,361 | $256K |
| Empire Financial Management Company, LLC | 0.08% | Add +14.6% | 9,354 | $256K |
| Main Street Group, LTD | 0.11% | Reduce -2.8% | 9,352 | $255K |
| Vigilare Wealth Management | 0.10% | Add +0.6% | 9,297 | $254K |
| Avos Capital Management, LLC | 0.20% | — | 9,000 | $253K |
| Adero Partners, LLC | 0.02% | Reduce -1.9% | 9,204 | $251K |
| Trust Co. of Vermont | 0.01% | Add +5.7% | 9,192 | $251K |
| Keystone Financial Group | 0.02% | Add +5.1% | 9,187 | $251K |
| Quadcap Wealth Management, LLC | 0.04% | New | 9,146 | $250K |
| Oxbow Advisors, LLC | 0.03% | New | 9,143 | $250K |
| Legacy Advisory Services, LLC | 0.21% | Reduce -33.5% | 9,115 | $249K |
| PGIM Custom Harvest LLC | 0.00% | New | 9,111 | $249K |
| Solitude Financial Services | 0.11% | Reduce -1.9% | 9,105 | $249K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | New | 9,089 | $248K |
| WESPAC Advisors SoCal, LLC | 0.06% | Reduce -4.6% | 9,075 | $248K |
| Gerber, LLC | 0.18% | No change | 9,048 | $247K |
| Forte Capital LLC | 0.03% | Reduce -6.9% | 8,982 | $245K |
| Coston, McIsaac & Partners | 0.07% | Add +0.7% | 9,006 | $245K |
| Provident Wealth Management, LLC | 0.08% | No change | 8,907 | $243K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -4.7% | 8,884 | $243K |
| Serenus Wealth Advisors, LLC | 0.04% | — | 8,883 | $243K |
| Laraway Financial Advisors Inc | 0.19% | Add +0.1% | 8,844 | $242K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 8,835 | $241K |
| Legacy Financial Group LLC | 0.04% | New | 8,808 | $241K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -12.2% | 8,786 | $240K |
| Clientfirst Wealth Management, LLC | 0.24% | — | 8,700 | $238K |
| BG Investment Services, LLC | 0.24% | — | 8,556 | $234K |
| Sensible Money, LLC | 0.10% | No change | 8,539 | $233K |
| WealthCollab, LLC | 0.15% | No change | 8,537 | $233K |
| TCFG Wealth Management, LLC | 0.12% | Reduce -10.8% | 8,513 | $233K |
| Bar Harbor Wealth Management | 0.02% | Reduce -19.1% | 8,500 | $232K |
| WoodTrust Financial Corp | 0.03% | New | 8,472 | $231K |
| Lansing Street Advisors | 0.08% | Add +0.9% | 8,401 | $230K |
| Waterloo Capital, L.P. | 0.02% | Add +12.9% | 8,318 | $227K |
| Hughes Financial Services, LLC | 0.05% | — | 8,304 | $227K |
| Silver Oak Wealth Advisors Services, LLC | 0.20% | — | 8,270 | $226K |
| Busey Bank | 0.01% | Add +2.2% | 8,269 | $226K |
| Fiduciary Financial Group, LLC | 0.05% | New | 8,349 | $225K |
| Calamos Wealth Management LLC | 0.01% | No change | 8,183 | $224K |
| Blue Chip Partners, LLC | 0.02% | Add +0.9% | 8,142 | $222K |
| Bull Oak Capital, LLC | 0.12% | Reduce -6.1% | 8,102 | $221K |
| UMB Bank, n.a. | 0.00% | No change | 8,100 | $221K |
| Harbor Group, Inc. | 0.05% | New | 8,027 | $219K |
| Clark Capital Management Group, Inc. | 0.00% | New | 8,016 | $219K |
| Balboa Wealth Partners | 0.05% | Reduce -76.6% | 7,992 | $218K |
| Delta Investment Management, LLC | 0.04% | New | 7,985 | $218K |
| Heritage Financial Services, LLC | 0.03% | New | 7,938 | $217K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +3.9% | 7,935 | $217K |
| Lodestone Wealth Management LLC | 0.11% | Reduce -0.6% | 7,935 | $217K |
| Peak Financial Management, Inc. | 0.06% | No change | 7,905 | $216K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 7,890 | $216K |
| Gimbal Financial | 0.18% | Reduce -66.7% | 7,875 | $215K |
| 1620 Investment Advisors, Inc. | 0.17% | Add +16.7% | 7,874 | $215K |
| Midwest Capital Advisors, LLC | 0.16% | — | 7,859 | $215K |
| Welch Group, LLC | 0.01% | Add +0.9% | 7,795 | $212K |
| Second Line Capital, LLC | 0.06% | New | 7,769 | $212K |
| Covenant Asset Management, LLC | 0.05% | No change | 7,749 | $212K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,755 | $212K |
| BOS Asset Management, LLC | 0.08% | No change | 7,715 | $211K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 7,714 | $211K |
| Evoke Wealth, LLC | 0.01% | New | 7,653 | $209K |
| WESPAC Advisors, LLC | 0.15% | Add +0.8% | 7,633 | $209K |
| Synergy Financial Group, LTD | 0.17% | Reduce -3.4% | 7,633 | $209K |
| Etesian Wealth Advisors, Inc. | 0.09% | Add +7.0% | 7,619 | $208K |
| Palisades Hudson Asset Management, L.P. | 0.09% | No change | 7,599 | $208K |
| Flavin Financial Services, Inc. | 0.20% | — | 7,601 | $208K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.9% | 7,600 | $208K |
| Shira Ridge Wealth Management | 0.10% | New | 7,549 | $206K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 7,534 | $206K |
| Treynor Bancshares, Inc. | 0.22% | Reduce -6.4% | 7,509 | $205K |
| Aberdeen Wealth Management LLC | 0.14% | No change | 7,500 | $205K |
| Lazari Capital Management, Inc. | 0.08% | No change | 7,500 | $205K |
| Peak Asset Management, LLC | 0.04% | No change | 7,500 | $205K |
| Glassman Wealth Services | 0.03% | Add +13.0% | 7,466 | $204K |
| Robinson Smith Wealth Advisors LLC | 0.17% | Add +3.4% | 7,437 | $203K |
| Activest Wealth Management | 0.06% | Add +43.9% | 7,424 | $203K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,422 | $203K |
| MeadowBrook Investment Advisors LLC | 0.18% | No change | 7,407 | $202K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 7,404 | $202K |
| Mma Asset Management LLC | 0.09% | Add +1.0% | 7,350 | $201K |
| Accel Wealth Management | 0.08% | New | 7,339 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.3% | 7,318 | $200K |
| HBC Financial Services, PLLC | 0.12% | Reduce -66.6% | 7,032 | $195K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -2.9% | 6,882 | $188K |
| Hendershot Investments Inc. | 0.03% | Add +4.6% | 6,749 | $184K |
| West Financial Advisors, LLC | 0.04% | Reduce -34.0% | 6,644 | $182K |
| CNB Bank | 0.08% | Reduce -10.4% | 6,262 | $171K |
| Ridgewood Investments LLC | 0.08% | Add +0.3% | 6,090 | $166K |
| Accordant Advisory Group Inc | 0.16% | No change | 6,075 | $166K |
| Roble, Belko & Company, Inc | 0.03% | Add +1.2% | 6,044 | $165K |
| LGT Financial Advisors LLC | 0.36% | Reduce -5.9% | 5,904 | $161K |
| Archer Investment Corp | 0.04% | Add +85.7% | 5,873 | $160K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +22.3% | 5,754 | $157K |
| Sound Income Strategies, LLC | 0.01% | Add +1.4% | 5,233 | $143K |
| Clear Investment Research, LLC | 0.18% | Add +0.4% | 5,188 | $142K |
| Financial Freedom, LLC | 0.07% | Reduce -31.4% | 5,046 | $138K |
| Empowered Funds, LLC | 0.00% | New | 4,955 | $135K |
| Crowley Wealth Management, Inc. | 0.12% | — | 4,905 | $134K |
| Kieckhefer Group LLC | 0.08% | — | 4,755 | $130K |
| Stonebridge Financial Group, LLC | 0.01% | — | 4,743 | $130K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 4,644 | $127K |
| Abound Wealth Management | 0.04% | Add +1.8% | 4,627 | $126K |
| Disciplined Equity Management, Inc. | 0.08% | No change | 4,497 | $123K |
| Transcendent Capital Group LLC | 0.06% | Reduce -8.3% | 4,313 | $118K |
| West Paces Advisors Inc. | 0.03% | Reduce -4.1% | 4,281 | $117K |
| Truvestments Capital LLC | 0.03% | Add +4448.4% | 4,230 | $116K |
| Evermay Wealth Management LLC | 0.02% | Reduce -3.5% | 4,161 | $114K |
| WR Wealth Planners, LLC | 0.04% | Add +0.9% | 4,080 | $111K |
| Mechanics Financial Corp | 0.05% | New | 3,858 | $105K |
| Peachtree Investment Partners, LLC | 0.04% | Reduce -7.9% | 3,853 | $105K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 3,732 | $102K |
| Bellwether Advisors, LLC | 0.02% | New | 3,720 | $102K |
| Palouse Capital Management, Inc. | 0.07% | Reduce -19.8% | 3,661 | $100K |
| United Community Bank | 0.04% | New | 3,600 | $98K |
| Ballast Advisors LLC | 0.03% | No change | 3,561 | $97K |
| Balentine LLC | 0.00% | No change | 3,444 | $94K |
| Avalon Trust Co | 0.01% | No change | 3,420 | $93K |
| MCF Advisors LLC | 0.01% | Add +46.8% | 3,311 | $90K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.7% | 3,294 | $90K |
| Red Tortoise LLC | 0.05% | Add +0.6% | 3,262 | $89K |
| Curio Wealth, LLC | 0.05% | — | 3,240 | $89K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +0.9% | 3,228 | $88K |
| Decker Retirement Planning Inc. | 0.05% | — | 3,215 | $88K |
| MPWM Advisory Solutions, LLC | 0.06% | — | 3,188 | $87K |
| Tucker Asset Management LLC | 0.02% | Add +18.7% | 3,176 | $87K |
| MilWealth Group LLC | 0.02% | Add +220.0% | 3,168 | $87K |
| Quadrant Capital Group LLC | 0.01% | No change | 3,045 | $83K |
| Headlands Technologies LLC | 0.01% | Reduce -88.5% | 3,004 | $82K |
| Fortitude Family Office, LLC | 0.03% | Reduce -36.8% | 2,985 | $82K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 2,984 | $82K |
| Financial Life Planners | 0.07% | — | 2,918 | $80K |
| Lee Danner & Bass Inc. | 0.01% | New | 2,825 | $77K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,802 | $77K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,775 | $76K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,733 | $75K |
| Barclays PLC | 0.00% | New | 2,700 | $74K |
| Aventura Private Wealth, LLC | 0.04% | — | 2,682 | $73K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -13.5% | 2,620 | $72K |
| Quent Capital, LLC | 0.01% | Add +67.0% | 2,591 | $71K |
| Group One Trading LLC | 0.00% | New | 2,533 | $69K |
| Coppell Advisory Solutions LLC | 0.01% | Add +102.2% | 2,487 | $68K |
| Riggs Asset Managment Co. Inc. | 0.02% | Add +0.8% | 2,441 | $66K |
| Lindbrook Capital, LLC | 0.01% | Add +15.8% | 2,400 | $66K |
| LRI Investments, LLC | 0.01% | Reduce -70.8% | 2,391 | $65K |
| Rialto Wealth Management, LLC | 0.02% | — | 2,340 | $64K |
| Global Trust Asset Management, LLC | 0.02% | No change | 2,285 | $62K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 2,244 | $61K |
| Robinswood Financial LLC | 0.02% | No change | 2,230 | $61K |
| Global Wealth Strategies & Associates | 0.02% | Add +4.7% | 2,230 | $61K |
| Financial Gravity Companies, Inc. | 0.01% | Add +151.5% | 2,173 | $59K |
| Thompson Investment Management, Inc. | 0.01% | New | 2,169 | $59K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 2,136 | $58K |
| Roxbury Financial LLC | 0.05% | — | 1,917 | $57K |
| Hexagon Capital Partners LLC | 0.01% | Add +2.9% | 2,062 | $56K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -36.3% | 1,923 | $53K |
| Anderson Financial Strategies, LLC | 0.03% | — | 1,875 | $51K |
| Addison Advisors LLC | 0.01% | No change | 1,863 | $51K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -99.2% | 1,854 | $51K |
| WASHINGTON TRUST Co | 0.00% | Add +149.5% | 1,834 | $50K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 1,827 | $50K |
| Founders Capital Management | 0.03% | No change | 1,800 | $49K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.3% | 1,791 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -37.3% | 1,747 | $48K |
| PSI Advisors, LLC | 0.01% | Add +137.6% | 1,732 | $47K |
| Clean Yield Group | 0.01% | No change | 1,698 | $46K |
| Compass Financial Services Inc | 0.03% | — | 1,690 | $46K |
| True Wealth Design, LLC | 0.02% | Add +0.3% | 1,585 | $43K |
| Fairfield Financial Advisors, LTD | 0.01% | Add +0.8% | 1,552 | $42K |
| Castleview Partners, LLC | 0.02% | Add +0.5% | 1,538 | $42K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,500 | $41K |
| Operose Advisors LLC | 0.01% | No change | 1,494 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Add +53.1% | 1,470 | $40K |
| Dakota Community Bank & Trust NA | 0.19% | New | 1,450 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | Add +860.0% | 1,440 | $39K |
| Barrett & Company, Inc. | 0.02% | Add +12.0% | 1,357 | $37K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 1,350 | $37K |
| Avion Wealth | 0.01% | Reduce -10.0% | 1,339 | $36K |
| Nova Wealth Management, Inc. | 0.03% | — | 1,316 | $36K |
| Kennebec Savings Bank | 0.04% | Add +16.1% | 1,292 | $35K |
| Millstone Evans Group, LLC | 0.02% | — | 1,276 | $35K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,245 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -99.6% | 1,235 | $33K |
| Summit Securities Group LLC | 0.01% | New | 1,200 | $33K |
| Human Investing LLC | 0.01% | New | 1,191 | $33K |
| Raleigh Capital Management Inc. | 0.01% | No change | 1,176 | $32K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 1,152 | $31K |
| Olistico Wealth, LLC | 0.02% | Add +0.7% | 1,118 | $31K |
| IFS Advisors, LLC | 0.02% | Reduce -5.2% | 1,078 | $29K |
| Mountain Hill Investment Partners Corp. | 0.03% | — | 1,048 | $29K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +31.4% | 1,041 | $28K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 1,029 | $28K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 975 | $27K |
| Hoese & Co LLP | 0.02% | New | 966 | $26K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 906 | $25K |
| Optimum Investment Advisors | 0.01% | Add +0.7% | 876 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -67.2% | 861 | $24K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 837 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $23K |
| Phillips Financial Management, LLC | 0.00% | Reduce -59.0% | 812 | $22K |
| City State Bank | 0.01% | No change | 810 | $22K |
| PrairieView Partners, LLC | 0.00% | Add +4.3% | 807 | $22K |
| First Community Trust NA | 0.02% | No change | 804 | $22K |
| Dunhill Financial, LLC | 0.01% | No change | 777 | $21K |
| Atlatl Advisers LLC | 0.01% | — | 747 | $20K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 741 | $20K |
| Covestor Ltd | 0.01% | Add +12.4% | 725 | $20K |
| Steph & Co. | 0.01% | Add +16.7% | 700 | $19K |
| Painted Porch Advisors LLC | 0.01% | Add +65.7% | 686 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 660 | $18K |
| West Branch Capital LLC | 0.01% | Add +0.8% | 659 | $18K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +0.9% | 651 | $18K |
| Chelsea Counsel Co. | 0.01% | Add +333.3% | 650 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 630 | $17K |
| SWAN Capital LLC | 0.01% | Add +1.0% | 609 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 600 | $16K |
| American National Bank & Trust | 0.00% | New | 600 | $16K |
| First Pacific Financial | 0.00% | Add +380.5% | 591 | $16K |
| Syntax Research, Inc. | 0.01% | Add +0.7% | 568 | $16K |
| Windsor Advisory Group, LLC | 0.02% | Reduce -88.1% | 567 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -0.4% | 526 | $14K |
| Perritt Capital Management Inc | 0.01% | No change | 525 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 520 | $14K |
| Tompkins Financial Corp. | 0.00% | Reduce -83.5% | 474 | $13K |
| High Note Wealth, LLC | 0.00% | New | 450 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 450 | $12K |
| Minot DeBlois Advisors LLC | 0.01% | — | 447 | $12K |
| Catherine Avery Investment Management LLC | 0.01% | — | 444 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 426 | $12K |
| Security National Bank | 0.00% | No change | 417 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | — | 414 | $11K |
| Kozak & Associates, Inc. | 0.00% | Reduce -81.2% | 383 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 375 | $10K |
| Capital A Wealth Management, LLC | 0.02% | — | 360 | $10K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 334 | $9K |
| Parkworth Wealth Management, Inc. | 0.01% | — | 275 | $9K |
| Noble Wealth Management PBC | 0.01% | — | 300 | $8K |
| Legacy Bridge, LLC | 0.00% | No change | 300 | $8K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Reduce -8.6% | 29,646 | $8K |
| Sittner & Nelson, LLC | 0.00% | Add +87.5% | 270 | $7K |
| EPG Wealth Management LLC | 0.00% | Reduce -87.2% | 260 | $7K |
| Birchbrook, Inc. | 0.00% | No change | 243 | $7K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 243 | $7K |
| Synergy Asset Management, LLC | 0.00% | New | 77 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 225 | $6K |
| Gleason Group, Inc. | 0.00% | New | 218 | $6K |
| Western Pacific Wealth Management, LP | 0.00% | Add +0.5% | 211 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.5% | 193 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +1.6% | 189 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 180 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 174 | $5K |
| Bray Capital Advisors | 0.00% | Reduce -40.3% | 163 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 152 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -2.0% | 147 | $4K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -90.9% | 144 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | New | 124 | $3K |
| Lanark Financial, Inc. | 0.30% | — | 120 | $3K |
| General Partner, Inc. | 0.00% | New | 120 | $3K |
| Kentucky Trust Co | 0.00% | — | 105 | $3K |
| GeoWealth Management, LLC | 0.00% | No change | 93 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +1.2% | 85 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 81 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 73 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 69 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 64 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 62 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -66.7% | 60 | $2K |
| Finley Financial, LLC | 0.00% | — | 45 | $1K |
| Hoey Investments, Inc. | 0.00% | New | 45 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 39 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 36 | $1K |
| Keener Financial Planning LLC | 0.00% | New | 72 | $1K |
| Briaud Financial Planning Inc | 0.00% | New | 44 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -66.7% | 54 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -30.0% | 21 | $1K |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -36.8% | 36 | $984 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 33 | $902 |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -98.0% | 24 | $662 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -98.0% | 24 | $662 |
| Fairman Group, LLC | 0.00% | No change | 21 | $579 |
| NewSquare Capital LLC | 0.00% | No change | 15 | $410 |
| Mattson Financial Services, LLC | 0.00% | Reduce -66.7% | 2 | $169 |
| Tradewinds Capital Management, LLC | 0.00% | New | 2 | $55 |
| Eukles Asset Management | 0.00% | New | 2 | $55 |
"% 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.